Petroleum Refining - 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
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 271
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 245
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 237
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 226
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 223
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 218
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 217
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 206
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 199
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 194
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 181
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 175
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 164
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 154
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 152
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 141
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 138
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 137
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 137
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 136
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 136
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 133
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 132
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 128
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 122
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 122
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 119
TAFTX - AMERICAN FUNDS TAX EXEMPT SERIES II / CA - Tax-Exempt Fund of California Class A 118
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 114
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 112
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 111
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 111
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 110
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 107
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 105
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 104
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 104
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 104
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 104
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 99
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 98
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 97
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 95
BCITX - American Century California Tax Free & Municipal Funds - California Intermediate-term Tax-free Bond Fund Investor Class 95
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 94
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 93
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 90
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 89
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 88
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 88
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 87
MASTER BOND LLC - Master Total Return Portfolio 87
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 86
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 86
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 86
FCTFX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Municipal Income Fund 84
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 84
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 84
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 83
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 83
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 82
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 82
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 81
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 80
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 80
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 80
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 79
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 79
NOBOX - Northern Funds - Northern Bond Index Fund 78
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 77
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 77
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 77
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 76
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 76
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 75
FKCIX - Franklin California Tax Free Trust - Franklin California Intermediate-term Tax-free Income Fund Class A1 75
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 74
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 74
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 74
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 74
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 73
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 73
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 73
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 72
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 71
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 71
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 70
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 70
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 69
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 69
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 68
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 68
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 68
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 67
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 67
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 66
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 66
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 66
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 66
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 65
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 64
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 64
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 64
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 63
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 63
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 63
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 63
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 63
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 62
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 62
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 62
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 62
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A 62
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 61
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 61
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 61
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 60
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 60
Pacer Advisors, Inc. 60
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 60
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 60
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 60
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 59
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 59
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 59
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 58
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 58
BRACX - Blackrock Allocation Target Shares - Bats Series C 57
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 57
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 56
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 56
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 56
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 56
SFCIX - WELLS FARGO FUNDS TRUST - Wells Fargo California Limited-Term Tax-Free fund Class A 55
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 55
AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A 54
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 54
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 54
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 54
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 54
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 54
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 54
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 54
GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional 53
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 53
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 53
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 52
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 52
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 52
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 52
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 51
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 51
FCAMX - Franklin Municipal Securities Trust - Franklin California High Yield Municipal Fund Class A1 51
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 51
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 51
BCHYX - American Century California Tax Free & Municipal Funds - California High-yield Municipal Fund Investor Class 51
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 50
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 50
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 49
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 49
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 49
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 49
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 49
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 49
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 48
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 48
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 48
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 47
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 47
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 47
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 47
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 47
FCSTX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Limited Term Tax-Free Bond Fund 47
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 47
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 47
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 47
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 47
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 47
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 46
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 46
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 46
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 46
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 46
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 46
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 45
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund 45
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 44
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 44
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 44
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 44
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 43
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 43
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 43
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 43
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 43
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 43
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 43
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 43
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 43
SWCAX - SCHWAB INVESTMENTS - Schwab California Tax-Free Bond Fund 43
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 43
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 42
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 42
Six Circles Trust - Six Circles Global Bond Fund 42
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 42
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 42
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 42
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 41
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 41
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 41
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 41
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 41
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 41
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 41
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 41
MCFTX - MFS MUNICIPAL SERIES TRUST - MFS California Municipal Bond Fund A 41
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 41
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 41
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 41
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 41
Blackrock Core Bond Trust 41
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 41
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 40
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 40
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 40
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 40
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 40
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 40
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 40
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 40
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 40
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 40
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 40
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 40
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 39
BlackRock, Inc. 39
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 39
PCTEX - PUTNAM CALIFORNIA TAX EXEMPT INCOME FUND - PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST Class A Shares 39
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 39
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 39
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 39
OPCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester California Municipal Fund Class A 39
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 39
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 39
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 39
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 39
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 39
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 39
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 38
Jpmorgan Chase & Co 38
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 38
NCHAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California High Yield Municipal Bond Fund - Class A 38
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 38
Citadel Advisors Llc 38
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 38
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 38
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 38
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 38
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 38
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 38
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 38
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 38
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 38
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 38
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 38
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 38
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 38
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 38
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 38
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 37
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 37
FKTFX - Franklin California Tax Free Income Fund - Franklin California Tax-free Income Fund - Class A1 37
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 37
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 37
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 37
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 37
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 37
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 37
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 37
RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A 37
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 37
Barclays Plc 37
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 37
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 37
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 37
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 37
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 37
Deutsche Bank Ag\ 37
JNL SERIES TRUST - JNL Bond Index Fund (I) 37
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 37
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 36
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 36
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 36
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 36
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 36
Morgan Stanley 36
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 36
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 36
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 36
Goldman Sachs Group Inc 36
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 36
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 36
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 36
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 36
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 36
PRXCX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price California Tax-Free Bond Fund 36
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 36
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 36
Geode Capital Management, Llc 36
Susquehanna International Group, Llp 36
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 36
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 36
Sonora Investment Management, LLC 35
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 35
RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S 35
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 35
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 35
Bank Of America Corp /de/ 35
GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional 35
Royal Bank Of Canada 35
UBS Group AG 35
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 35
Wells Fargo & Company/mn 35
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 35
MSCAX - MAINSTAY FUNDS TRUST - MainStay MacKay California Tax Free Opportunities Fund Class A 35
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 35
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 35
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 35
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 35
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 35
TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class 34
FundVantage Trust - Verplanck Balanced Fund 34
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 34
Blackrock Multi-sector Income Trust 34
Creative Planning 34
EACAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance California Municipal Opportunities Fund Class A 34
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 34
Fmr Llc 34
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 34
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 34
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 34
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 34
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 34
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 34
HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF 34
LCFIX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett California Tax-Free Income Fund Class A 34
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 34
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 34
LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A 34
Group One Trading, L.p. 34
Millennium Management Llc 34
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 34
Citigroup Inc 34
Blackrock Ltd Duration Income Trust 33
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 33
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 33
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 33
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 33
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 33
Jane Street Group, Llc 33
Blackrock Credit Allocation Income Trust 33
Pnc Financial Services Group, Inc. 33
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 33
Simplex Trading, Llc 33
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 33
Bessemer Group Inc 33
BBMHX - Bridge Builder Trust - Bridge Builder Municipal High-Income Bond Fund 33
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 33
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 33
Invesco Ltd. 33
NOSGX - Northern Funds - Northern Small Cap Value Fund 33
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 33
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 33
SG Americas Securities, LLC 33
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 33
Ameriprise Financial Inc 33
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 32
Credit Suisse Ag/ 32
CXHYX - Voyageur Mutual Funds - Delaware National High-yield Municipal Bond Fund Class A 32
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A 32
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 32
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 32
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 32
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 32
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 32
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 32
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 32
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 32
Blackrock Corporate High Yield Fund, Inc. 32
Bank of New York Mellon Corp 32
Proequities, Inc. 32
Tower Research Capital LLC (TRC) 32
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 32
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 32
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 32
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 32
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 32
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 32
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 32
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 32
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 32
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 32
Eaton Vance Ltd Duration Income Fund 32
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 32
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 32
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 32
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 32
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 32
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 32
Sei Investments Co 31
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 31
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 31
VDAFX - VALIC Co I - Dynamic Allocation Fund 31
Manufacturers Life Insurance Company, The 31
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 31
Clear Street Markets Llc 31
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 31
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 31
Bnp Paribas Arbitrage, Sa 31
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 31
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 31
Oppenheimer Etf Trust 31
Principal Funds Inc 31
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 31
Tiaa-cref Funds 31
Hartford Mutual Funds Inc/ct 31
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 31
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 31
Parallax Volatility Advisers, L.P. 31
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 31
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 31
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 31
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 31
American International Group, Inc. 31
LPL Financial LLC 31
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 31
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 31
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 31
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 31
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 31
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 31
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 31
Prelude Capital Management, Llc 30
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 30
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 30
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 30
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 30
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 30
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A 30
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 30
Renaissance Technologies Llc 30
Glenmede Trust Co Na 30
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 30
Stifel Financial Corp 30
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 30
Fifth Third Bancorp 30
Huntington National Bank 30
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 30
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 30
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 30
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 30
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 30
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 30
Northern Trust Corp 30
College Retirement Equities Fund 30
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 30
Advisor Group, Inc. 30
Acadian Asset Management Llc 30
Cutler Group LP 30
PEAK6 Investments, L.P. 30
WealthPLAN Partners, LLC 30
Bank Of Montreal /can/ 30
Allianz Asset Management GmbH 30
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 30
SHMMX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Managed Municipals Fund Class A 30
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 30
IFP Advisors, Inc 30
Walleye Trading LLC 30
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 30
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 30
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 30
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 30
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 30
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 30
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 29
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 29
Kcg Holdings, Inc. 29
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 29
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 29
Marshall Wace North America L.P. 29
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 29
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 29
Ladenburg Thalmann Financial Services Inc 29
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 29
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 29
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 29
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 29
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 29
Russell Investments Group, Ltd. 29
Vanguard Whitehall Funds 29
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 29
Wolverine Trading, Llc 29
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 29
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 29
Yahoo Inc 29
Us Bancorp \de\ 29
Guggenheim Capital Llc 29
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 29
Marshall Wace, Llp 29
Alliancebernstein L.p. 29
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 29
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 29
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 29
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 29
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 29
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 29
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 29
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 29
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 29
Raymond James Financial Services Advisors, Inc. 29
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 29
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 29
Quantbot Technologies LP 29
First Trust Advisors Lp 29
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 29
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 29
Ubs Ag 28
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 28
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 28
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 28
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 28
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 28
Steward Partners Investment Advisory, Llc 28
HighTower Advisors, LLC 28
Commerzbank Aktiengesellschaft /fi 28
Virtu Financial LLC 28
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 28
Arrowstreet Capital, Limited Partnership 28
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 28
State Street Corp 28
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 28
Cwm, Llc 28
Advisor Group Holdings, Inc. 28
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 28
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 28
Spot Trading L.L.C 28
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 28
Jefferies Group LLC 28
FCAL - First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF 28
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 28
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 28
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 28
FMB - First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF 28
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 28
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 28
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 28
Janney Montgomery Scott LLC 28
Northwestern Mutual Wealth Management Co 28
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 28
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 28
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 28
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 28
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 28
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 28
TRANSAMERICA FUNDS - Transamerica Core Bond I2 28
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 28
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 28
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 28
MetLife Securities, Inc 28
NEXT Financial Group, Inc 27
OLCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term California Municipal Fund Class A 27
California Public Employees Retirement System 27
Voya Investment Management Llc 27
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 27
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 27
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 27
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 27
Rhumbline Advisers 27
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 27
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 27
National Asset Management, Inc. 27
Raymond James & Associates 27
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 27
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 27
Envestnet Asset Management Inc 27
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 27
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 27
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 27
BlackRock Institutional Trust Company, N.A. 27
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 27
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 27
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 27
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 27
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 27
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 27
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 27
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 27
Neuberger Berman Group LLC 27
Deere & Co 27
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 27
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 27
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 27
Gsa Capital Partners Llp 27
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 27
First Horizon Advisors, Inc. 26
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 26
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 26
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 26
Quadrant Capital Group Llc 26
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 26
FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF 26
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 26
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 26
HAP Trading, LLC 26
AHIVX - American Century Investment Trust - High Income Fund Investor Class 26
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 26
Ubs Asset Management Americas Inc 26
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 26
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 26
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 26
Macquarie Group Ltd 26
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 26
Lazard Asset Management Llc 26
Hsbc Holdings Plc 26
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 26
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 26
Hrt Financial Lp 26
QCVAX - Clearwater Investment Trust - Clearwater International Fund 26
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 26
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 26
Point72 Asset Management, L.P. 26
Squarepoint Ops LLC 26
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 26
Advisory Services Network, LLC 26
Verition Fund Management LLC 26
Comerica Bank 26
Vanguard Group Inc 26
SBLTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate-Term Municipals Fund Class A 26
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 26
Calamos Global Dynamic Income Fund 26
Susquehanna Fundamental Investments, Llc 26
Fisher Asset Management, LLC 26
Acrospire Investment Management LLC 26
Wolverine Asset Management Llc 26
Private Advisor Group, LLC 26
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 26
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 26
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 26
STFBX - Advisers Investment Trust - State Farm Balanced Fund 26
Franklin Resources Inc 25
Balyasny Asset Management Llc 25
SCTAX - WELLS FARGO FUNDS TRUST - Wells Fargo California Tax-Free Fund Class A 25
Oppenheimer & Co Inc 25
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 25
VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares 25
ALCAX - AB MUNICIPAL INCOME FUND, INC. - AB California Portfolio Class A 25
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 25
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 25
Penserra Capital Management LLC 25
Zurcher Kantonalbank (Zurich Cantonalbank) 25
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 25
American Century Companies Inc 25
PEAK6 Investments LLC 25
WFG Advisors, LP 25
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 25
Eqis Capital Management, Inc. 25
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 25
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 25
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 25
Wellington Management Group Llp 25
Commonwealth Equity Services, Inc 25
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 25
VCSBX - VALIC Co II - Strategic Bond Fund 25
Dimensional Fund Advisors Lp 25
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 25
Vanguard Specialized Funds 25
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 25
CenterStar Fund, LLC 25
Advanced Series Trust - Ast Advanced Strategies Portfolio 25
Two Sigma Investments, Lp 25
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 25
GWM Advisors LLC 25
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 25
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 25
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 25
Two Sigma Securities, Llc 25
Two Sigma Advisers, Lp 25
NumerixS Investment Technologies Inc 25
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 25
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 25
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 25
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 25
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 25
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 25
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 25
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 25
Claymore Exchange-traded Fund Trust 25
Invesco Bond Fund 25
PENN SERIES FUNDS INC - International Equity Fund 25
Parametric Portfolio Associates Llc 25
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 25
Captrust Financial Advisors 25
A.R.T. Advisors, LLC 25
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 25
Alliancebernstein Global High Income Fund Inc 25
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 25
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 25
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 25
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 25
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 24
Federated Hermes, Inc. 24
GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional 24
Stratos Wealth Partners, LTD. 24
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 24
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 24
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 24
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 24
Cambridge Investment Research Advisors, Inc. 24
CENTRAL TRUST Co 24
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 24
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 24
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 24
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 24
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 24
Allworth Financial LP 24
Parallel Advisors, LLC 24
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 24
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 24
Federation des caisses Desjardins du Quebec 24
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 24
Jane Street Holding, LLC 24
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 24
VCCBX - VALIC Co II - Core Bond Fund 24
Winslow, Evans & Crocker, Inc. 24
Boothbay Fund Management, Llc 24
BlueCrest Capital Management Ltd 24
GIMFX - GMO TRUST - GMO Implementation Fund 24
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 24
Nuveen Global High Income Fund 24
Regions Financial Corp 24
Signaturefd, Llc 24
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 24
Rafferty Asset Management, LLC 24
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 24
D.a. Davidson & Co. 24
O'shaughnessy Asset Management, Llc 24
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 24
Bluefin Trading, LLC 24
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 24
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 24
Commonwealth Equity Services, Llc 24
Valeo Financial Advisors, LLC 24
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 24
Schroder Investment Management Group 24
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 24
Cubist Systematic Strategies, LLC 24
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 24
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 24
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 24
BlackRock Investment Management, LLC 24
Elite Wealth Management, Inc. 23
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 23
AMP Capital Investors Ltd 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 23
Sofos Investments, Inc. 23
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 23
Van Eck Associates Corp 23
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 23
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 23
Brookstone Capital Management 23
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 23
Dreman Value Management, L L C 23
QS Investors, LLC 23
Financial Gravity Companies, Inc. 23
Nomura Holdings Inc 23
John Hancock Hedged Equity & Income Fund 23
Magnetar Financial LLC 23
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 23
Six Circles Trust - Six Circles Credit Opportunities Fund 23
Qube Research & Technologies Ltd 23
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 23
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 23
Schonfeld Strategic Advisors LLC 23
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 23
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class 23
Russell Frank Co/ 23
LTCAX - THORNBURG INVESTMENT TRUST - Thornburg California Limited Term Municipal Fund - Class A 23
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 23
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 23
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 23
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 23
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 23
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 23
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 23
Plante Moran Financial Advisors, LLC 23
CoreCommodity Management, LLC 23
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 23
Quantitative Investment Management, LLC 23
VCAAX - VALIC Co I - Asset Allocation Fund 23
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 23
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 23
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 23
Trexquant Investment LP 23
Americafirst Capital Management, Llc 23
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 23
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 23
Prudential Financial Inc 23
D. E. Shaw & Co., Inc. 23
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 23
SHDAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration Municipal Income Fund Class A 23
Wealthspire Advisors, L.P. 23
Aperio Group, LLC 23
NACMX - COLUMBIA FUNDS SERIES TRUST - Columbia California Intermediate Municipal Bond Fund Class A 23
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 23
American Portfolios Advisors 23
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 23
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 23
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 23
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 23
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 23
Advisors Asset Management, Inc. 23
Legal & General Group Plc 23
Paloma Partners Management Co 23
Connor, Clark & Lunn Investment Management Ltd. 23
Panagora Asset Management Inc 23
Calamos Strategic Total Return Fund 23
Engineers Gate Manager LP 23
MUFG Americas Holdings Corp 23
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 23
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 22
CIBC Private Wealth Group, LLC 22
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 22
Price T Rowe Associates Inc /md/ 22
Oxford Asset Management Llp 22
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 22
Capital Fund Management S.a. 22
Sandy Spring Bank 22
IMC-Chicago, LLC 22
Vanguard Horizon Funds 22
BlackRock Fund Advisors 22
Cushing Asset Management, Lp 22
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 22
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 22
Mariner, LLC 22
PDT Partners, LLC 22
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 22
Dynamic Technology Lab Private Ltd 22
United Capital Financial Advisers, Llc 22
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 22
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 22
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 22
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A 22
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 22
DVTAX - Voyageur Mutual Funds - Delaware Tax-free California Fund Class A 22
Leuthold Group, Llc 22
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares 22
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 22
Key Group Holdings (cayman), Ltd. 22
Thrivent Financial For Lutherans 22
Parkside Financial Bank & Trust 22
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 22
Mirae Asset Global Investments Co., Ltd. 22
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 22
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 22
BlackRock Advisors LLC 22
DMUSX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Intermediate Fund Class A 22
People's United Financial, Inc. 22
Keybank National Association/oh 22
Suntrust Banks Inc 22
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 22
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 22
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 22
Css Llc/il 22
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 22
U S Global Investors Inc 22
Charles Schwab Investment Management Inc 22
Campbell & CO Investment Adviser LLC 22
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 22
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 22
Stevens Capital Management Lp 22
Great West Life Assurance Co /can/ 22
Natixis 22
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 22
Cetera Investment Advisers 22
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 22
Global Retirement Partners, LLC 22
Cetera Advisor Networks LLC 22
Spot Trading L.l.c. 22
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 22
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 22
Aqr Capital Management Llc 22
Axa S.a. 22
Victory Capital Management Inc 22
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 22
Benjamin F. Edwards & Company, Inc. 22
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 22
Castleark Management Llc 22
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 22
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 22
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 22
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 22
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 22
Vident Investment Advisory, LLC 22
Global Income Builder Portfolio - Global Income Builder Portfolio 22
Ing Groep Nv 22
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 22
Oppenheimer Variable Account Funds 22
Sigma Planning Corp 22
Walleye Capital LLC 22
Berman Capital Advisors, LLC 22
Airain ltd 22
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 22
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 22
IHT Wealth Management, LLC 22
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 22
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 22
Financial Architects, Inc 22
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 22
FineMark National Bank & Trust 22
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 22
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 22
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 22
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 22
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 21
CIBC World Markets Inc. 21
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 21
Nuveen Asset Management, LLC 21
Global X Management CO LLC 21
Seacrest Wealth Management, Llc 21
Farmers & Merchants Investments Inc 21
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 21
Blackrock Muniholdings California Quality Fund, Inc. 21
Jfs Wealth Advisors, Llc 21
Invictus RG Pte. Ltd. 21
SRS Capital Advisors, Inc. 21
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional 21
Glassman Wealth Services 21
Raymond James Financial Inc 21
New York State Common Retirement Fund 21
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 21
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 21
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 21
Mckinley Capital Management Llc /delaware 21
DekaBank Deutsche Girozentrale 21
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 21
Caption Management, LLC 21
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 21
Advantage Investment Management, Llc 21
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 21
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 21
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 21
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 21
Fox Run Management, L.l.c. 21
Laurion Capital Management LP 21
NOFIX - Northern Funds - Northern Fixed Income Fund 21
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 21
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 21
Catalyst Capital Advisors LLC 21
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 21
Jump Financial, LLC 21
Tocqueville Asset Management L.p. 21
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 21
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 21
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 21
Ubs Oconnor Llc 21
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 21
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 21
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 21
Janus Henderson Group Plc 21
Credit Agricole S A 21
Jefferies Financial Group Inc. 21
Atria Investments Llc 21
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 21
Advanced Series Trust - Ast High Yield Portfolio 21
SRTMX - SMA RELATIONSHIP TRUST - Series M 21
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 21
Assetmark, Inc 21
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 21
Managed Account Advisors Llc 21
Rational Advisors Llc 21
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 21
Paradigm Asset Management Co Llc 21
ATFAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Limited Term Municipal Income Class A 21
Mackenzie Financial Corp 21
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 21
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 21
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 21
Voloridge Investment Management, Llc 21
JNBA Financial Advisors 21
Harbour Investments, Inc. 21
Vantagepoint Funds 21
Blair William & Co/il 21
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 21
Hbk Investments L P 21
Gradient Investments LLC 21
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 21
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 21
XTX Topco Ltd 21
Man Group plc 21
Toronto Dominion Bank 21
Rockefeller Capital Management L.P. 21
Driehaus Capital Management Llc 21
Nine Chapters Capital Management LLC 21
PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund 21
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 21
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 21
Blackrock Debt Strategies Fund, Inc. 21
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 21
FNY Investment Advisers, LLC 21
Private Trust Co Na 21
Sunbelt Securities, Inc. 21
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 21
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 21
Synovus Financial Corp 21
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 21
Ameritas Investment Corp 21
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 21
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 21
Fiera Capital Corp 21
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 21
Quadrature Capital Ltd 21
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 21
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 20
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 20
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 20
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 20
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 20
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 20
Pinnacle Summer Investments, Inc. 20
Nationwide Fund Advisors 20
Clearbridge Investments, LLC 20
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 20
Truist Financial Corp 20
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 20
BlackRock ETF Trust II - BlackRock Flexible Income ETF 20
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 20
OMERS ADMINISTRATION Corp 20
Optimum Investment Advisors 20
National Bank Of Canada /fi/ 20
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 20
Cresset Asset Management, LLC 20
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 20
Navellier & Associates Inc 20
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 20
Jones Financial Companies Lllp 20
Brookfield Asset Management Inc. 20
FDx Advisors, Inc. 20
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 20
VGLSX - VALIC Co I - Global Strategy Fund 20
Moors & Cabot, Inc. 20
Sumitomo Mitsui Trust Holdings, Inc. 20
Baird Financial Group, Inc. 20
PHIZX - PRUDENTIAL INVESTMENT PORTFOLIOS 4 - PGIM Muni High Income Fund Class Z 20
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 20
Brown Brothers Harriman & Co 20
Caxton Associates Lp 20
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 20
Wunderlich Securities, Inc. 20
Hillsdale Investment Management Inc. 20
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 20
Bokf, Na 20
Cetera Advisors LLC 20
Tfs Capital Investment Trust 20
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 20
VTL Associates, LLC 20
First Republic Investment Management, Inc. 20
SAC Capital Advisors LP 20
Barings Llc 20
Alps Advisors Inc 20
National Planning Corp 20
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 20
Emerald Acquisition Ltd. 20
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 20
Highbridge Capital Management Llc 20
Polar Asset Management Partners Inc. 20
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 20
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 20
Cullen/frost Bankers, Inc. 20
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 20
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 20
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 20
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 20
TCI Wealth Advisors, Inc. 20
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 20
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 20
BlackRock Group LTD 20
AdvisorNet Financial, Inc 20
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 20
Clark Capital Management Group, Inc. 20
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 20
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 20
Graham Capital Management, L.P. 20
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 20
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 20
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 20
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 20
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 20
Nuveen California Quality Municipal Income Fund 20
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 20
Ellington Management Group Llc 20
First Allied Advisory Services, Inc. 20
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 20
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 20
Geneos Wealth Management Inc. 20
Teachers Retirement System Of The State Of Kentucky 20
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 20
Commonwealth Bank Of Australia 20
FEDERATED CORE TRUST - Emerging Markets Core Fund 20
Weiss Multi-Strategy Advisers LLC 20
Howe & Rusling Inc 20
State Farm Mutual Fund Trust 20
Enterprise Financial Services Corp 20
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 20
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 20
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 20
Forum Funds 20
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 20
Umb Bank N A/mo 20
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 20
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 20
Grantham, Mayo, Van Otterloo & Co. LLC 20
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 20
Hennessy Advisors Inc 20
Teachers Advisors, Llc 20
Tiaa Cref Investment Management Llc 20
LMR Partners LLP 19
DRCAX - BNY MELLON CALIFORNIA AMT-FREE MUNICIPAL BOND FUND, INC. - BNY Mellon California AMT-Free Municipal Bond Fund, Inc. Class Z 19
BlackRock Capital Allocation Trust 19
State of Wyoming 19
Healthcare Of Ontario Pension Plan Trust Fund 19
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 19
Wedbush Securities Inc 19
Smith Asset Management Group Lp 19
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 19
Cornerstone Planning Group LLC 19
Princeton Alpha Management LP 19
MBOVX - M FUND INC - M Large Cap Value Fund 19
Carroll Financial Associates, Inc. 19
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 19
Boston Private Wealth Llc 19
Neuberger Berman Intermediate Municipal Fund Inc 19
Proficio Capital Partners LLC 19
DRW Securities, LLC 19
Prestige Wealth Management Group LLC 19
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 19
Invesco California Value Municipal Income Trust 19
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 19
Bridgeway Capital Management Inc 19
Principal Financial Group Inc 19
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 19
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 19
Spire Wealth Management 19
Gabelli Funds Llc 19
M&t Bank Corp 19
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 19
Meeder Asset Management Inc 19
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 19
Westpac Banking Corp 19
GAM Holding AG 19
Mml Investors Services, Llc 19
Old National Bancorp /in/ 19
Hudson Bay Capital Management LP 19
Sawtooth Solutions, LLC 19
First Manhattan Co 19
VCCCX - VALIC Co I - Capital Conservation Fund 19
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 19
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 19
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 19
Bayesian Capital Management, LP 19
Oppenheimer Global Strategic Income Fund 19
CoreCap Advisors, LLC 19
Salem Investment Counselors Inc 19
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 19
Bb&t Securities, Llc 19
International Assets Investment Management, Llc 19
Tudor Investment Corp Et Al 19
ETRADE Capital Management LLC 19
Westport Resources Management Inc 19
Reilly Financial Advisors, Llc 19
Td Asset Management Inc 19
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 19
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 19
Lindbrook Capital, Llc 19
Evercore Wealth Management, LLC 19
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 19
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 19
Massachusetts Financial Services Co /ma/ 19
Calamos Global Total Return Fund 19
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 19
CLMPX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic California Municipal Income Fund Class A 19
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 19
Gts Securities Llc 19
Natixis Advisors, L.p. 19
ExodusPoint Capital Management, LP 19
Strs Ohio 19
Mercer Global Advisors Inc /adv 19
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 19
Ameritas Investment Partners, Inc. 19
Skandinaviska Enskilda Banken AB (publ) 19
Nuveen Multi-Asset Income Fund 19
Brandywine Global Investment Management, LLC 19
Principal Securities, Inc. 19
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 19
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 19
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 19
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 19
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 19
Veritable, L.P. 19
Farther Finance Advisors, LLC 19
Nomura Asset Management Co Ltd 19
State Of Wisconsin Investment Board 19
Cambria Investment Management, L.P. 19
Centaurus Financial, Inc. 19
Capstone Investment Advisors, Llc 19
Regal Investment Advisors LLC 19
Tfs Capital Llc 19
Whittier Trust Co 19
Convergence Investment Partners, LLC 19
ClariVest Asset Management LLC 19
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 19
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 19
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 19
Blackstone / Gso Strategic Credit Fund 19
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 19
Oregon Public Employees Retirement Fund 19
TACAX - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND Class A 19
AAMBX - THRIVENT MUTUAL FUNDS - Thrivent Municipal Bond Fund Class A 19
Hanseatic Management Services Inc 19
Sowell Financial Services LLC 19
Trust Co Of Vermont 19
Sanctuary Wealth Advisors, LLC 19
Norges Bank 19
First Mercantile Trust Co 19
Toroso Investments, LLC 19
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 19
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 19
HITE Hedge Asset Management LLC 19
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 19
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 19
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 19
Integral Derivatives, LLC 19
Rehmann Capital Advisory Group 19
Warren Averett Asset Management, LLC 19
TAMUX - TRANSAMERICA FUNDS - Transamerica Intermediate Muni A 19
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 19
Orion Portfolio Solutions, LLC 19
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 19
Seven Eight Capital, Lp 19
Crossmark Global Holdings, Inc. 19
Nisa Investment Advisors, Llc 19
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 19
Shell Asset Management Co 19
NorthCoast Asset Management LLC 19
Centiva Capital, LP 19
Swiss National Bank 19
Putnam Investments Llc 19
EverSource Wealth Advisors, LLC 19
First New York Securities Llc /ny 19
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 19
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 19
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 19
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 19
Public Employees Retirement System Of Ohio 19
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 19
Graticule Asia Macro Advisors LLC 18
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 18
CIBC Asset Management Inc 18
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 18
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 18
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 18
DAVENPORT & Co LLC 18
Cushing Renaissance Fund 18
Gotham Asset Management, LLC 18
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 18
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 18
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 18
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 18
Sei Trust Co 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 18
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 18
James Investment Research Inc 18
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 18
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 18
Boston Partners 18
We Are One Seven, LLC 18
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 18
Liberty Mutual Group Asset Management Inc. 18
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 18
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 18
Weiss Strategic Interval Fund 18
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 18
1832 Asset Management L.P. 18
New England Securities Corp /MA/ 18
Whittier Trust Co Of Nevada Inc 18
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 18
Clinton Group Inc 18
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 18
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 18
Kestra Advisory Services, LLC 18
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 18
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 18
PRFHX - T. Rowe Price Tax-Free High Yield Fund, Inc. - T. Rowe Price Tax-Free High Yield Fund, Inc. 18
Quantitative Systematic Strategies LLC 18
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 18
Analytic Investors, LLC 18
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 18
SIR Capital Management, L.P. 18
Advisor Partners Llc 18
Bank Of Nova Scotia 18
United Services Automobile Association 18
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 18
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 18
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 18
Oppenheimer Asset Management Inc. 18
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 18
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 18
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 18
Loomis Sayles & Co L P 18
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 18
Edge Wealth Management LLC 18
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 18
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 18
Jpmorgan Trust Iii 18
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 18
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 18
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 18
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 18
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 18
CPSIX - Unified Series Trust - Fci Bond Fund 18
Insight Select Income Fund 18
Knight Capital Group, Inc. 18
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 18
Massmutual Trust Co Fsb/adv 18
Alberta Investment Management Corp 18
Mason Street Advisors, Llc 18
Sterling Capital Management LLC 18
Burney Co/ 18
Eaton Vance Management 18
TD Waterhouse Canada Inc. 18
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 18
Timber Hill LLC 18
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 18
MAI Capital Management 18
Ajo, Lp 18
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 18
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 18
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 18
VCBDX - VALIC Co I - Core Bond Fund 18
FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A 18
Kistler-Tiffany Companies, LLC 18
San Francisco Sentry Investment Group (ca) 18
Perigon Wealth Management, LLC 18
Six Circles Trust - Six Circles Tax Aware Bond Fund 18
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 18
Hudock, Inc. 18
Wealth Enhancement Advisory Services, Llc 18
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 18
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 18
Symphony Asset Management Llc 18
LTMFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Municipal Fund - Class A 18
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 18
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 18
Prospera Financial Services Inc 18
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 18
Aigen Investment Management, Lp 18
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 18
FinTrust Capital Advisors, LLC 18
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 18
DMTFX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Fund Class A 18
Ontario Teachers Pension Plan Board 18
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 18
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 18
Stephens Inc /ar/ 18
CLFCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco California Tax-free Income Fund Class C 18
Oppenheimer Funds Inc 18
Point72 Hong Kong Ltd 18
SDHAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration High Yield Municipal Bond Fund Class A 18
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 18
Chicago Partners Investment Group LLC 18
Money Concepts Capital Corp 18
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 18
Canada Pension Plan Investment Board 18
Zions Bancorporation 18
Amundi Pioneer Asset Management Inc 18
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 18
World Asset Management Inc 18
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 18
Belpointe Asset Management LLC 18
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 18
Newbridge Financial Services Group, Inc. 18
Sheaff Brock Investment Advisors, LLC 18
L & S Advisors Inc 18
CenterStar Asset Management, LLC 17
KBC Group NV 17
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 17
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 17
Ridgeworth Funds 17
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 17
Wexford Capital Lp 17
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 17
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 17
Mutual Advisors, LLC 17
Public Sector Pension Investment Board 17
Brown Advisory Inc 17
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 17
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 17
Coastal Investment Advisors, Inc. 17
Icon Wealth Partners, LLC 17
Tucker Asset Management Llc 17
Tortoise Capital Advisors, L.l.c. 17
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 17
Johnson Financial Group, Inc. 17
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 17
Smithfield Trust Co 17
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 17
Motco 17
BNP Paribas Asset Management Holding S.A. 17
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 17
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 17
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 17
Headlands Technologies LLC 17
Waddell & Reed Financial Inc 17
High Income Opportunities Portfolio - High Income Opportunities Portfolio 17
PYMAX - PIMCO FUNDS - PIMCO High Yield Municipal Bond Fund Class A 17
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 17
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 17
First Citizens Bank & Trust Co 17
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 17
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 17
Checchi Capital Advisers, LLC 17
CWM Advisors, LLC 17
Algert Global Llc 17
SRCMX - PRINCIPAL FUNDS INC - California Municipal Fund Class A 17
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 17
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 17
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 17
Tcw Strategic Income Fund Inc 17
CastleArk Alternatives, LLC 17
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 17
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 17
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 17
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 17
Private Capital Group, LLC 17
Profund Advisors Llc 17
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 17
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 17
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 17
Asset Management One Co., Ltd. 17
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 17
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 17
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 17
State Farm Variable Product Trust 17
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 17
Gemmer Asset Management LLC 17
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 17
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 17
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 17
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 17
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 17
Viking Fund Management Llc 17
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 17
Alyeska Investment Group, L.P. 17
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 17
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 17
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 17
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 17
Thompson Siegel & Walmsley Llc 17
California State Teachers Retirement System 17
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 17
Blackstone / Gso Long-short Credit Income Fund 17
Texas Yale Capital Corp. 17
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 17
Schubert & Co 17
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 17
Ci Investments Inc. 17
Virtus Global Dividend & Income Fund Inc. 17
Evergreen Capital Management Llc 17
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 17
Transamerica Financial Advisors, Inc. 17
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 17
Advent Capital Management /de/ 17
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 17
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 17
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 17
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 17
Yorktown Management & Research Co Inc 17
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 17
Cornerstone Advisors, Inc. 17
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 17
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 17
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 17
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 17
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 17
Nordea Investment Management Ab 17
VANGUARD CMT FUNDS - Vanguard Municipal Low Duration Fund 17
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 17
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 17
DNMZX - PRUDENTIAL NATIONAL MUNI FUND, INC. - PGIM NATIONAL MUNI FUND Class Z 17
Kanaly Trust Co 17
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 17
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 17
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 17
QCM Cayman, Ltd. 17
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 17
Nuveen California Amt-free Quality Municipal Income Fund 17
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 17
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 17
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 17
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 17
Front Row Advisors LLC 17
Aventail Capital Group, LP 17
Compagnie Lombard Odier SCmA 17
Visium Asset Management, LP 17
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 17
Flagship Harbor Advisors, Llc 17
Numeric Investors Llc 17
State Board Of Administration Of Florida Retirement System 17
FORA Capital, LLC 17
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 17
AE Wealth Management LLC 17
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 17
Y-Intercept (Hong Kong) Ltd 17
Hoxton Financial, Inc. 17
Elkfork Partners LLC 17
Freestone Capital Holdings, LLC 17
Mv Capital Management, Inc. 17
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 17
Capital Wealth Planning, LLC 17
Societe Generale 17
Cable Hill Partners, LLC 17
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 17
Capstone Asset Management Co 17
Ergoteles LLC 17
Baird Robert W & Co Inc /wi/ 17
Hexagon Capital Partners LLC 17
First Hawaiian Bank 17
State of Tennessee, Treasury Department 17
Riverhead Capital Management Llc 17
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 17
Krilogy Financial LLC 17
Advocacy Wealth Management Services, LLC 17
Metropolitan Life Insurance Co/ny 17
ARGI Investment Services, LLC 17
Landscape Capital Management, L.l.c. 17
Ausdal Financial Partners, Inc. 17
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 17
Twin Tree Management, LP 17
Petrus Trust Company, LTA 17
Arosa Capital Management LP 17
Capital Advisors, Ltd. LLC 17
Element Capital Management Llc 17
LS Investment Advisors, LLC 17
Encompass Capital Advisors LLC 17
Karp Capital Management Corp 17
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 17
Picton Mahoney Asset Management 17
Citizens Financial Group Inc/ri 17
ACTHX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco High Yield Municipal Fund Class A 17
Sculptor Capital LP 17
Hancock Whitney Corp 17
Northern Trust Co Of Connecticut 17
Icon Advisers Inc/co 17
Aviva Plc 17
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 17
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 16
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 16
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 16
Amundi 16
Creative Financial Designs Inc /adv 16
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 16
Schonfeld Group Holdings LLC 16
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 16
Cowen Group, Inc. 16
Index Management Solutions, LLC 16
Shelton Capital Management 16
Formidable Asset Management, LLC 16
Peak6 Llc 16
Calamos Long/Short Equity & Dynamic Income Trust 16
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 16
Atlas Capital Advisors Llc 16
Ssga Master Trust 16
Old Mission Capital Llc 16
Capital Guardian Trust Co 16
Brinker Capital Investments, LLC 16
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 16
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 16
BlackRock Credit Strategies Fund 16
Regentatlantic Capital Llc 16
Moore Capital Management, Lp 16
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 16
Calamos Convertible & High Income Fund 16
TIMOTHY PLAN - Timothy Strategic Variable 16
Raymond James Trust N.a. 16
BlackRock Japan Co. Ltd 16
Hutchin Hill Capital, LP 16
MetLife Investment Management, LLC 16
Tradeworx Inc. 16
Calamos Convertible Opportunities & Income Fund 16
Neuberger Berman California Intermediate Municipal Fund Inc 16
Pathstone Family Office, Llc 16
PineBridge Investments, L.P. 16
Gupta Wealth Management LLC 16
Ronald Blue Trust, Inc. 16
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 16
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 16
Western Asset Managed Municipals Fund Inc. 16
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 16
Cribstone Capital Management, LLC 16
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 16
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 16
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 16
BTG Pactual Global Asset Management Ltd 16
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 16
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 16
Stonebridge Capital Advisors LLC 16
New York State Teachers Retirement System 16
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 16
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 16
Verus Capital Partners, Llc 16
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 16
Jennison Associates Llc 16
Hartford Series Fund Inc 16
FNY Managed Accounts LLC 16
Bridgewater Associates, LP 16
Snowden Capital Advisors LLC 16
Tompkins Financial Corp 16
Cibc World Markets Corp 16
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 16
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 16
Stanley-Laman Group, Ltd. 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 16
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 16
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 16
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 16
Winton Capital Group Ltd 16
Advisors Preferred, LLC 16
ProShare Advisors LLC 16
Lsv Asset Management 16
CAPROCK Group, Inc. 16
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 16
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 16
Focused Wealth Management, Inc 16
ORG Partners LLC 16
Gamco Global Gold, Natural Resources & Income Trust 16
EverPoint Asset Management, LLC 16
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 16
Independent Portfolio Consultants, Inc. 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 16
Ashton Thomas Private Wealth, LLC 16
Commerce Bank 16
Bogart Wealth, LLC 16
Pin Oak Investment Advisors Inc 16
Skopos Labs, Inc. 16
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 16
Hartland & Co., LLC 16
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 16
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 16
Resources Investment Advisors, LLC. 16
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 16
Todd Asset Management Llc 16
Ground Swell Capital, LLC 16
CSat Investment Advisory, L.P. 16
Quantamental Technologies LLC 16
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 16
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 16
Claro Advisors LLC 16
GGBFX - GuideStone Funds - Global Bond Fund Investor 16
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 16
Lord, Abbett & Co. Llc 16
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 16
Eagle Asset Management Inc 16
Gamco Natural Resources, Gold & Income Trust 16
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 16
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 16
Yaupon Capital Management LP 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 16
BDO Wealth Advisors, LLC 16
First Interstate Bank 16
Clough Capital Partners L P 16
Great Lakes Advisors, Llc 16
Strategic Global Advisors, LLC 16
Qs Batterymarch Financial Management, Inc 16
Teacher Retirement System Of Texas 16
Old Mutual Customised Solutions (proprietary) Ltd 16
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 16
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 16
Ameritas Advisory Services, LLC 16
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 16
Assured Investment Management LLC 16
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 16
GAMMA Investing LLC 16
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 16
Stephens Consulting, LLC 16
Ancora Advisors, LLC 16
Spirit Of America Management Corp/ny 16
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 16
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 16
Avantax Planning Partners, Inc. 16
Fieldpoint Private Securities, LLC 16
Tradewinds Capital Management, LLC 16
Edmond De Rothschild Holding S.a. 16
NatWest Group plc 16
First American Bank 16
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 16
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 16
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 16
Westside Investment Management, Inc. 16
First Eagle Investment Management, LLC 16
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 16
Legg Mason Investment Counsel, LLC 16
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 16
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 16
JustInvest LLC 16
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 16
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 16
APG Asset Management N.V. 16
MML Series Investment Fund II - MML High Yield Fund Class II 16
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 16
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 16
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 16
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 16
PBCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 6 - PGIM CALIFORNIA MUNI INCOME FUND Class A 16
Wetherby Asset Management Inc 16
WealthTrust-Arizona, LLC 16
Patriot Financial Group Insurance Agency, LLC 16
Investors Research Corp 16
Assenagon Asset Management S.A. 16
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio 16
Boston Advisors Llc 16
Allianzgi Diversified Income & Convertible Fund 16
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 16
Fuller & Thaler Asset Management, Inc. 16
Advisor Resource Council 16
Manning & Napier Advisors Llc 16
Breton Hill Capital Ltd. 16
Trustcore Financial Services, Llc 16
First Quadrant L P/ca 16
McIlrath & Eck, LLC 16
Arkadios Wealth Advisors 16
Macroview Investment Management Llc 16
Cadence Capital Management Llc 16
Financial Advocates Investment Management 16
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 16
Rs Variable Products Trust 16
Pnc Funds 16
Brewin Dolphin Ltd 16
Mitsubishi UFJ Trust & Banking Corp 16
Pine River Capital Management L.P. 16
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 16
Mark Sheptoff Financial Planning, Llc 16
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 16
WealthTrust Fairport, LLC 16
Us Global Investors Funds 16
Valley National Advisers Inc 16
Ellevest, Inc. 16
Thompson Davis & Co., Inc. 16
LSMSX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series TF Fund 16
Vantage Investment Advisors, LLC 16
Venturi Wealth Management, LLC 16
HCCSX - HC CAPITAL TRUST - The Commodity Returns Strategy Portfolio HC Strategic Shares 16
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 16
Bluefin Capital Management, Llc 16
HYLD - Exchange Listed Funds Trust - High Yield ETF 16
Placemark Investments, Inc. 16
Vestcor Inc 16
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 16
Trust Department Mb Financial Bank N A 16
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 16
Larson Financial Group LLC 16
Hl Financial Services Llc 16
GPS Wealth Strategies Group, LLC 16
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 16
Summit Trail Advisors, Llc 16
Cerity Partners LLC 16
Alpine Global Management, LLC 16
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 16
IndexIQ Advisors LLC 16
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 16
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 16
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 16
Mfs Charter Income Trust 16
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 16
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 16
PointState Capital LP 16
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 16
Winfield Associates, Inc. 16
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 16
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 16
Cornerstone Wealth Management, LLC 16
Scotia Capital Inc. 16
Capital Investment Advisory Services, LLC 16
J. Goldman & Co LP 16
Colony Group Llc 16
Moody National Bank Trust Division 15
Boston Private Bank & Trust Co 15
Arizona State Retirement System 15
Stifel Nicolaus & Co Inc \mo\ 15
Wealthcare Capital Management Llc 15
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 15
Delpha Capital Management, Llc 15
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 15
Earnest Partners Llc 15
Evoke Wealth, Llc 15
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 15
Meridian Wealth Management, LLC 15
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 15
Bell Investment Advisors, Inc 15
Harbor Investment Advisory, Llc 15
Vanguard World Fund 15
JJJ Advisors Inc. 15
Banco de Sabadell, S.A 15
BRYN MAWR TRUST Co 15
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 15
PRSMX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Intermediate Fund 15
Cornerstone Capital Management Holdings Llc. 15
Agf Investments Inc. 15
Adams Asset Advisors, LLC 15
FNY Partners Fund LP 15
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 15
Highlander Capital Management, LLC 15
Fulton Bank, N.a. 15
Allspring Global Investments Holdings, LLC 15
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 15
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 15
Meridian Wealth Partners, LLC 15
Institutional & Family Asset Management, Llc 15
Frontier Wealth Management LLC 15
AGF Investments LLC 15
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 15
RHJ International SA 15
SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 15
StoneX Group Inc. 15
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 15
Rs Investment Trust 15
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 15
Leavell Investment Management, Inc. 15
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 15
Denali Advisors Llc 15
FIL Ltd 15
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 15
Global X Funds 15
BSBAX - Northern Funds - Northern Short Bond Fund 15
Salient Capital Advisors, LLC 15
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 15
Wealthcare Advisory Partners LLC 15
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 15
South Dakota Investment Council 15
Ensign Peak Advisors, Inc 15
ABHYX - American Century Municipal Trust - High-yield Municipal Fund Investor Class 15
Coldstream Capital Management Inc 15
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 15
Man Investments Ltd 15
CGMU - Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF Share Class 15
Spark Investment Management LLC 15
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 15
City Holding Co 15
AHL Partners LLP 15
Delta Asset Management Llc/tn 15
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 15
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 15
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 15
FEDERATED CORE TRUST - High Yield Bond Portfolio 15
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 15
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 15
Chevy Chase Trust Holdings, Inc. 15
CX Institutional 15
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 15
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 15
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 15
Yousif Capital Management, Llc 15
Migdal Insurance & Financial Holdings Ltd. 15
Harel Insurance Investments & Financial Services Ltd. 15
Financial Management Professionals, Inc. 15
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 15
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 15
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 15
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 15
Baystate Wealth Management LLC 15
First Financial Corp /in/ 15
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 15
Holocene Advisors, LP 15
Versant Capital Management, Inc 15
Foresters Investment Management Company, Inc. 15
SWNTX - SCHWAB INVESTMENTS - Schwab Tax-Free Bond Fund 15
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 15
Koshinski Asset Management, Inc. 15
Covington Capital Management 15
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 15
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 15
CI Private Wealth, LLC 15
Johnson Investment Counsel Inc 15
BNP Paribas Investment Partners S.A. 15
Contravisory Investment Management, Inc. 15
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 15
Bartlett & Co. LLC 15
Procyon Private Wealth Partners, LLC 15
Kiley Juergens Wealth Management, Llc 15
Quad-Cities Investment Group, LLC 15
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 15
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 15
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 15
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 15
Voya Global Advantage & Premium Opportunity Fund 15
NewSquare Capital LLC 15
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 15
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 15
Segment Wealth Management, LLC 15
Quantinno Capital Management LP 15
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 15
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 15
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 15
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 15
Covestor Ltd 15
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 15
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 15
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 15
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 15
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 15
Amalgamated Bank 15
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 15
Horizon Investments, LLC 15
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 15
Cipher Capital LP 15
Dupont Capital Management Corp 15
Exane Derivatives 15
Tcwp Llc 15
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 15
Washington Trust Bank 15
GV Financial Advisors 15
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 15
Oakworth Capital, Inc. 15
Atria Wealth Solutions, Inc. 15
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 15
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 15
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 15
HighPoint Advisor Group LLC 15
Candriam Luxembourg S.C.A. 15
Blueshift Asset Management, LLC 15
NCAAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Municipal Bond Fund - Class A 15
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 15
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 15
RidgeWorth Capital Management LLC 15
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 15
LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F 15
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 15
Townsquare Capital Llc 15
Jacobs Levy Equity Management, Inc 15
Blackrock Energy & Resources Trust 15
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 15
XHYE - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Energy Sector ETF 15
USCBX - USAA MUTUAL FUNDS TRUST - California Bond Fund Shares 15
Pinnacle Wealth Planning Services, Inc. 15
Virtus ETF Advisers LLC 15
Systematic Financial Management Lp 15
GLG Partners LP 15
Vident Advisory, LLC 15
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 15
Greenleaf Trust 15
Soros Fund Management Llc 15
Coppell Advisory Solutions LLC 15
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 15
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 15
VKMMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Municipal Income Fund Class A 15
Zweig-DiMenna Associates LLC 15
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 15
HHM Wealth Advisors, LLC 15
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 15
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 15
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 15
Edgestream Partners, L.P. 15
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 15
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 15
King Luther Capital Management Corp 15
Avion Wealth 15
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 15
SpiderRock Trading LLC 15
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 15
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 15
MQS Management LLC 15
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 15
Guardian Capital Lp 15
TPH Asset Management, LLC 15
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 15
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 15
Weaver Consulting Group 15
Tradition Wealth Management, LLC 15
Thomas White International Ltd 15
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 15
Integrated Wealth Concepts LLC 15
Pictet Asset Management Holding SA 15
Park Avenue Securities Llc 15
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 15
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 15
Guggenheim Strategic Opportunities Fund 15
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 15
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 15
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 15
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 15
Maverick Capital Ltd 15
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 15
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 15
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 15
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 15
PDSAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Short Duration Muni High Income Fund Class A 15
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 15
Connor Clark & Lunn Investment Management Ltd 15
Public Employees Retirement Association Of Colorado 15
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series V Portfolio 15
Capital Analysts, Inc. 15
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 15
K2 Principal Fund, L.p. 15
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 15
Virginia Retirement Systems Et Al 15
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 15
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 15
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 15
OWCAX - OLD WESTBURY FUNDS INC - Old Westbury California Municipal Bond Fund 15
Mount Yale Investment Advisors, LLC 15
Glen Eagle Advisors, LLC 15
North Star Investment Management Corp. 15
Blackrock Multi-sector Opportunities Trust 15
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 15
Franklin Templeton International Trust 15
One Wealth Advisors, LLC 15
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 15
Carlson Capital L P 15
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 15
Silvercrest Asset Management Group Llc 15
Glen Harbor Capital Management LLC 15
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 15
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 15
Avestar Capital, LLC 15
GeoSphere Capital Management 15
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 15
Highstreet Asset Management Inc. 15
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 15
Balentine LLC 15
CCMPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Municipal Fund Share class 15
Independent Advisor Alliance 15
Mosaic Family Wealth, LLC 15
Lee Financial Co 15
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 15
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 14
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 14
FourThought Financial, LLC 14
General Motors Investment Management Corp 14
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 14
Adage Capital Partners Gp, L.l.c. 14
Profunds - Profund Vp Oil & Gas 14
SBI Securities Co., Ltd. 14
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 14
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 14
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 14
Aquatic Capital Management LLC 14
Executive Wealth Management, LLC 14
Weiss Asset Management LP 14
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 14
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 14
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 14
NOCBX - Northern Funds - Northern Core Bond Fund 14
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 14
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 14
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 14
Usca Ria Llc 14
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 14
IXC - iSHARES TRUST - iShares Global Energy ETF 14
SECOR Capital Advisors, LP 14
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 14
IWV - iSHARES TRUST - iShares Russell 3000 ETF 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 14
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 14
NN Investment Partners Holdings N.V. 14
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 14
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 14
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class 14
Kings Point Capital Management 14
Lenox Wealth Management, Inc. 14
Creekmur Asset Management LLC 14
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 14
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 14
Vigilant Capital Management, LLC 14
URTH - iShares, Inc. - iShares MSCI World ETF 14
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 14
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 14
Pearl River Capital, LLC 14
Voya Natural Resources Equity Income Fund 14
Brevan Howard Capital Management LP 14
Strategic Wealth Partners, Ltd. 14
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 14
Transamerica Partners Portfolios 14
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 14
Transamerica Partners Funds Group Ii 14
Transamerica Partners Funds Group 14
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 14
Optiver Holding B.V. 14
Caitong International Asset Management Co., Ltd 14
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 14
Hartford Investment Management Co 14
Weld Capital Management Llc 14
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 14
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 14
Eagle Global Advisors Llc 14
BFIX - Build Funds Trust - Build Bond Innovation ETF 14
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 14
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 14
Blackrock Resources & Commodities Strategy Trust 14
Hantz Financial Services, Inc. 14
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 14
Zacks Investment Management 14
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 14
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 14
Vanguard Index Funds 14
Santa Fe Partners LLC 14
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 14
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 14
EMOAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Municipal Opportunities Fund Class A 14
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 14
SG3 Management, LLC 14
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB 14
Occudo Quantitative Strategies Lp 14
Wagner Wealth Management, Llc 14
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 14
Apriem Advisors 14
Transce3nd, LLC 14
Pendal Group Ltd 14
Campbell Multi-strategy Trust 14
Savant Capital, LLC 14
Prime Capital Investment Advisors, LLC 14
Carolinas Wealth Consulting Llc 14
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 14
Bridgefront Capital, LLC 14
Caisse De Depot Et Placement Du Quebec 14
Arden Investment Series Trust 14
Northwest & Ethical Investments L.P. 14
AlphaMark Advisors, LLC 14
Aviance Capital Management, Llc 14
Belvedere Trading LLC 14
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 14
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 14
Ritholtz Wealth Management 14
Moneta Group Investment Advisors Llc 14
Summit Global Investments 14
Cypress Capital Management LLC (WY) 14
Wealthfront Inc 14
Wealthspire Advisors, LLC 14
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 14
Ipswich Investment Management Co., Inc. 14
Veriti Management LLC 14
Hartree Partners, LP 14
Employees Retirement System of Texas 14
Empowered Funds, LLC 14
ATOAX - Aberdeen Funds - Aberdeen Ultra Short Municipal Income Fund Class A 14
Harvest Fund Management Co., Ltd 14
Wipfli Financial Advisors Llc, 14
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 14
BlackRock ETF Trust II - BlackRock Total Return ETF 14
Horizon Kinetics LLC 14
Janney Capital Management LLC 14
Exchange Traded Concepts, Llc 14
MML Series Investment Fund II - MML Blend Fund Initial Class 14
MOTMX - BNY MELLON FUNDS TRUST - BNY Mellon Municipal Opportunities Fund Class M 14
Measured Wealth Private Client Group, LLC 14
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 14
Winch Advisory Services, LLC 14
Kepos Capital LP 14
J.w. Cole Advisors, Inc. 14
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 14
Spring Creek Capital Llc 14
RFP Financial Group LLC 14
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 14
Bellwether Investment Group, LLC 14
Community Bank, N.A. 14
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 14
Brinker Capital Inc 14
Wealth Quarterback LLC 14
Western Asset Municipal Partners Fund Inc. 14
Sound Income Strategies, LLC 14
Keebeck Alpha, LP 14
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 14
Alpha Windward Llc 14
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 14
Fruth Investment Management 14
Hotchkis & Wiley Capital Management Llc 14
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 14
Peregrine Asset Advisers, Inc. 14
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 14
Parametric Market Neutral Portfolio 14
Boston Income Portfolio - Boston Income Portfolio 14
MTBAX - MAINSTAY FUNDS - MainStay MacKay Tax Free Bond Fund Class A 14
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 14
State of New Jersey Common Pension Fund D 14
Ledyard National Bank 14
Martingale Asset Management L P 14
Manning & Napier Group, LLC 14
Tfo-tdc, Llc 14
Key FInancial Inc 14
Founders Financial Alliance, LLC 14
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 14
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 14
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 14
Kestra Private Wealth Services, Llc 14
Barrow Hanley Mewhinney & Strauss Llc 14
Parkwood LLC 14
Advent Claymore Convertible Securities & Income Fund 14
Virginia Retirement System 14
Gierl Augustine Investment Management Inc 14
Rydex Etf Trust 14
Cohen & Steers, Inc. 14
True Wealth Design, LLC 14
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 14
Lenox Wealth Advisors, LLC 14
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 14
Advance Capital I Inc 14
Atom Investors LP 14
TRUE Private Wealth Advisors 14
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 14
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 14
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 14
Mfs Multimarket Income Trust 14
Wilbanks Smith & Thomas Asset Management Llc 14
First Personal Financial Services 14
Bartlett & Co. Wealth Management Llc 14
Menta Capital Llc 14
Bluestein R H & Co 14
Virtus Investment Advisers, Inc. 14
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 14
IMHAX - IVY FUNDS - Ivy California Municipal High Income Fund Class A 14
Ropes Wealth Advisors Llc 14
Point72 Asia (Singapore) Pte. Ltd. 14
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 14
Smartleaf Asset Management LLC 14
Sciencast Management LP 14
Inscription Capital, LLC 14
Clough Global Dividend & Income Fund 14
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 14
Old Mutual Global Investors (UK) Ltd. 14
Calton & Associates, Inc. 14
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 14
Rodgers Brothers Inc. 14
Western Asset Municipal High Income Fund Inc. 14
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 14
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 14
Private Ocean, LLC 14
Pitcairn Co 14
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 14
Los Angeles Capital Management Llc 14
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 14
I.g. Investment Management, Ltd. 14
Capital World Investors 14
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 14
JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I 14
MISHX - AB CORPORATE SHARES - AB Municipal Income Shares 14
Calamos Dynamic Convertible & Income Fund 14
USMSX - JPMORGAN TRUST IV - JPMorgan Ultra-Short Municipal Fund Class A 14
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity 14
American National Insurance Co /tx/ 14
Janus Capital Management Llc 14
Peapack Gladstone Financial Corp 14
Absolute Return Capital, LLC 14
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 14
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 14
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 14
Northwestern Mutual Investment Management Company, Llc 14
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 14
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 14
Arrow Financial Corp 14
SOUTH STATE Corp 14
Ab Pooling Portfolios 14
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 14
Azzad Asset Management Inc /adv 14
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 14
F&C Asset Management plc 14
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 14
Legacy Financial Advisors, Inc. 14
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 14
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 14
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 14
Tcw Group Inc 14
Tibra Equities Europe Ltd 14
WASHINGTON TRUST Co 14
Luminus Management Llc 14
Ninety One UK Ltd 14
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 14
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 14
Investment Centers Of America Inc 14
CGSM - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF Share Class 14
Truvestments Capital Llc 14
Squar Milner Financial Services Llc 14
Piedmont Investment Advisors Llc 14
Calvert Investment Management, Inc. 14
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 14
STXAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Municipal High Income Fund Class A 14
Kempen Capital Management N.v. 14
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 14
Archford Capital Strategies, LLC 14
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 14
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 14
Blackrock Muniyield California Quality Fund, Inc. 14
C M Bidwell & Associates Ltd 13
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 13
Mackay Shields Llc 13
Dark Forest Capital Management Lp 13
Next Financial Holdings 13
THIMX - THORNBURG INVESTMENT TRUST - Thornburg Intermediate Municipal Fund - Class A 13
Cinctive Capital Management LP 13
Hirtle Callaghan & Co LLC 13
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 13
Shapiro Robert N 13
Golden State Wealth Management, LLC 13
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 13
PSI Advisors, LLC 13
Rothschild Investment Corp /il 13
Americana Partners, LLC 13
BBVA USA Bancshares, Inc. 13
RR Advisors, LLC 13
Advisor Partners Ii, Llc 13
Newgate Capital Management Llc 13
Tyers Asset Management LLC 13
Concert Wealth Management Inc. 13
Intellectus Partners, LLC 13
Cigna Investments Inc /new 13
Westwood Holdings Group Inc 13
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 13
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF 13
Rs Investment Management Co Llc 13
Pinnacle Bancorp, Inc. 13
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 13
Korea Investment CORP 13
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 13
Deprince Race & Zollo Inc 13
SpiderRock Advisors, LLC 13
YorkBridge Wealth Partners, LLC 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 13
Zebra Capital Management LLC 13
Kornitzer Capital Management Inc /ks 13
Highland Capital Management, Llc 13
Sequoia Financial Advisors, LLC 13
MUFG Securities EMEA plc 13
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 13
Barings Global Short Duration High Yield Fund 13
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 13
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 13
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 13
Mather Group, Llc. 13
UMA Financial Services, Inc. 13
Banco Bilbao Vizcaya Argentaria, S.a. 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 13
ICA Group Wealth Management, LLC 13
Blackstone / Gso Senior Floating Rate Term Fund 13
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 13
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 13
Atwood & Palmer Inc 13
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 13
Bb&t Investment Services, Inc. 13
Capital Bank & Trust Co 13
Fred Alger Management, Llc 13
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 13
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 13
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 13
BI Asset Management Fondsmaeglerselskab A/S 13
Clarus Wealth Advisors 13
Delaware Vip Trust - Delaware Vip Value Series Standard Class 13
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 13
Fortitude Family Office, LLC 13
Lombard Odier Asset Management (Switzerland) SA 13
Donoghue Forlines LLC 13
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 13
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 13
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 13
Rothschild Investment Llc 13
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 13
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 13
WealthTrust Axiom LLC 13
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 13
Mutual Of America Capital Management Llc 13
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 13
Perpetual Ltd 13
Herndon Capital Management Llc 13
Mycio Wealth Partners, Llc 13
Bedel Financial Consulting, Inc. 13
Calamos Advisors LLC 13
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 13
Asset Dedication, LLC 13
Pictet Asset Management Ltd 13
Mizuho Trust & Banking Co., Ltd. 13
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 13
ETHYX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance High Yield Municipal Income Fund Class A 13
IFG Advisory, LLC 13
Lighthouse Investment Partners, LLC 13
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 13
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 13
Gargoyle Investment Advisor L.L.C. 13
Erste Asset Management GmbH 13
HighVista Strategies LLC 13
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 13
Financial Counselors Inc 13
Avidian Wealth Solutions, LLC 13
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF 13
FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares 13
Dorsey Wright & Associates 13
Intech Investment Management Llc 13
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 13
Avantax Advisory Services, Inc. 13
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 13
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class 13
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 13
GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares 13
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 13
Alexandria Capital, LLC 13
Willingdon Wealth Management 13
Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) 13
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares 13
FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund 13
American Funds Insurance Series 13
Quest Capital Management Inc /adv 13
Bruce G. Allen Investments, LLC 13
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 13
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 13
Zions Bancorporation, N.A. 13
Capital One, National Association 13
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 13
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 13
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 13
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 13
Renaissance Group Llc 13
Arcadia Investment Management Corp/mi 13
Bailard, Inc. 13
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 13
Putnam Premier Income Trust 13
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 13
Overbrook Management Corp 13
Marathon Trading Investment Management LLC 13
Avalon Advisors, Llc 13
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 13
Artemis Investment Management LLP 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 13
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 13
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 13
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 13
Mount Lucas Management LP 13
Western Asset Income Fund 13
Highland Capital Management Lp 13
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 13
Texas Permanent School Fund 13
Zurich Insurance Group Ltd/FI 13
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 13
Kelly Financial Services LLC 13
Selective Wealth Management, Inc. 13
Osborn Rohs Williams & Donohoe Ltd 13
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 13
Lucus Advisors Llc 13
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 13
Nikko Asset Management Americas, Inc. 13
Gideon Capital Advisors, Inc. 13
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 13
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 13
Blackrock Enhanced Capital & Income Fund, Inc. 13
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 13
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 13
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 13
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 13
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 13
Zeke Capital Advisors, Llc 13
Lake Point Wealth Management 13
Guardian Wealth Advisors, LLC 13
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 13
Jaffetilchin Investment Partners, LLC 13
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 13
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 13
Aviance Capital Partners, LLC 13
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 13
Williams Jones & Associates LLC 13
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 13
Norden Group Llc 13
Manchester Capital Management LLC 13
Cape Investment Advisory, Inc. 13
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 13
Fidelity Central Investment Portfolios LLC - Fidelity Energy Central Fund 13
KIFAX - Forward Funds - Salient Select Income Fund Class A 13
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 13
Parametrica Management Ltd 13
Invictus RG 13
Koch Industries Inc 13
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 13
Searle & Co. 13
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 13
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 13
First Heartland Consultants, Inc. 13
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 13
Alera Investment Advisors, LLC 13
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 13
CRAK - VanEck Vectors ETF Trust - VanEck Vectors Oil Refiners ETF 13
Palladium Partners Llc 13
Adams Natural Resources Fund, Inc. 13
Capital Asset Advisory Services LLC 13
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 13
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 13
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 13
Pathstone Holdings, LLC 13
Destination Wealth Management 13
Daiwa Securities Group Inc. 13
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 13
Banque Cantonale Vaudoise 13
Private Wealth Asset Management, LLC 13
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 13
PIMCO Energy & Tactical Credit Opportunities Fund 13
MFIAX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Income Fund A 13
BlackRock Multi-Sector Opportunities Trust II 13
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 13
Greenland Capital Management LP 13
First PREMIER Bank 13
Quarry LP 13
Globeflex Capital L P 13
Pictet Asset Management Sa 13
Counterpoint Mutual Funds LLC 13
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 13
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 13
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 13
BlueCrest Capital Management LLP 13
CVA Family Office, LLC 13
Baldwin Brothers Inc/ma 13
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 13
Nuveen, LLC 13
Claraphi Advisory Network, LLC 13
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio 13
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 13
Meritage Portfolio Management 13
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 13
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 13
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 13
Lombard Odier Asset Management (USA) Corp 13
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 13
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 13
Chicago Equity Partners Llc 13
Foundry Partners, LLC 13
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 13
Twinbeech Capital Lp 13
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 13
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 13
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 13
Centenus Global Management, Lp 13
Western Asset Investment Grade Defined Opportunity Trust Inc. 13
Pacitti Group Inc. 13
Ativo Capital Management LLC 13
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 13
Irish Life Investment Managers Ltd. 13
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 13
Beacon Pointe Advisors, LLC 13
Corient Capital Partners, LLC 13
Haber Trilix Advisors, Lp 13
Allegis Investment Advisors, LLC 13
Municipal Employees' Retirement System of Michigan 13
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 13
180 Wealth Advisors, Llc 13
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 13
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 13
Detwiler Fenton Investment Management LLC 13
Aberdeen Asia-pacific Income Fund Inc 13
Police & Firemen's Retirement System of New Jersey 13
Eagle Bay Advisors LLC 13
Guggenheim Active Allocation Fund 13
Independence Bank of Kentucky 13
Bbva Usa 13
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 13
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 13
Capula Management Ltd 13
CapWealth Advisors, LLC 13
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF 13
Northwest Wealth Management, Llc 13
Versor Investments LP 13
Addison Advisors LLC 13
Bradley Foster & Sargent Inc/ct 13
Weaver C. Barksdale & Associates, Inc. 13
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 13
Steward Financial Group LLC 13
Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF 13
Grove Bank & Trust 13
Teza Capital Management LLC 13
Ieq Capital, Llc 13
Miller Howard Investments Inc /ny 13
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 13
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 13
Robeco Institutional Asset Management B.V. 13
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 13
Nuveen Real Asset Income & Growth Fund 13
Arrowgrass Capital Partners (us) Lp 13
Hexavest Inc. 13
Gulf International Bank (UK) Ltd 13
Maven Securities LTD 13
Hm Payson & Co 13
Itau Unibanco Holding S.A. 13
TSSAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Municipal Income Fund Class A 13
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 12
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 12
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 12
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 12
Personal Cfo Solutions, Llc 12
Glenmede Investment Management, LP 12
Kayne Anderson Rudnick Investment Management Llc 12
Westfield Capital Management Co Lp 12
Entropy Technologies, LP 12
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 12
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 12
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 12
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 12
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 12
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 12
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 12
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 12
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 12
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 12
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 12
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 12
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 12
UMBAX - UBS FUNDS - UBS Municipal Bond Fund Class A 12
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 12
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 12
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio 12
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 12
Financial Network Wealth Advisors LLC 12
Roosevelt Investment Group Llc 12
Monetary Management Group Inc 12
Anchor Investment Management, LLC 12
Snow Capital Management Lp 12
Frontier Investment Mgmt Co 12
Forward Management, LLC 12
Annis Gardner Whiting Capital Advisors, LLC 12
Syon Capital Llc 12
Fort Washington Investment Advisors Inc /oh/ 12
Nbc Securities, Inc. 12
Pittenger & Anderson Inc 12
Securian Asset Management, Inc 12
Cambridge Trust Co 12
Green Square Capital Advisors Llc 12
Longfellow Investment Management Co Llc 12
Ingalls & Snyder Llc 12
Atomi Financial Group, Inc. 12
Intrust Bank Na 12
Cornercap Investment Counsel Inc 12
Grisanti Capital Management LLC 12
Nebula Research & Development LLC 12
BOK Financial Private Wealth, Inc. 12
Estabrook Capital Management 12
State of Alaska, Department of Revenue 12
AMG National Trust Bank 12
Brown Advisory Securities, LLC 12
Sit Investment Associates Inc 12
Perritt Capital Management Inc 12
Register Financial Advisors LLC 12
Bollard Group LLC 12
Whitnell & Co. 12
Advisory Alpha, LLC 12
LGT Financial Advisors LLC 12
Obermeyer Wood Investment Counsel, Lllp 12
Axq Capital, Lp 12
Sentry Investment Management Llc 12
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 12
Energy Opportunities Capital Management, LLC 12
First City Capital Management, Inc. 12
Bogle Investment Management L P /de/ 12
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 12
Vise Technologies, Inc. 12
Beaird Harris Wealth Management, LLC 12
Private Capital Advisors, Inc. 12
VSR Financial Services, Inc. 12
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 12
Oliver Lagore Vanvalin Investment Group 12
Quent Capital, LLC 12
Linscomb & Williams, Inc. 12
Cranbrook Wealth Management, LLC 12
Griffin Asset Management, Inc. 12
Qci Asset Management Inc/ny 12
SJS Investment Consulting Inc. 12
Retirement Planning Co of New England, Inc. 12
Nelson Capital Management, LLC 12
Dixon Hughes Goodman Wealth Advisors LLC 12
Waratah Capital Advisors Ltd. 12
Wright Investors Service Inc 12
Louisiana State Employees Retirement System 12
Joel Isaacson & Co., LLC 12
U.S. Capital Wealth Advisors, LLC 12
Maple Securities Usa Inc 12
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 12
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 12
Levin Capital Strategies, L.p. 12
AT Bancorp 12
Accurate Wealth Management, LLC 12
Coastline Trust Co 12
Barometer Capital Management Inc. 12
Putnam Fl Investment Management Co 12
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 12
Sargent Bickham Lagudis LLC 12
Continuum Advisory, LLC 12
Mizuho Securities Usa Llc 12
RBF Capital, LLC 12
TradeLink Global Equity LLC 12
Retirement Group, LLC 12
Merewether Investment Management, LP 12
Interchange Capital Partners, LLC 12
Alambic Investment Management, L.P. 12
Bank Of Hawaii 12
True Link Financial Advisors, LLC 12
Rockefeller Financial Services Inc 12
Concord Wealth Partners 12
Camarda Financial Advisors, LLC 12
First Midwest Bank Trust Division 12
Maryland State Retirement & Pension System 12
Syverson Strege & Co 12
Retirement Systems of Alabama 12
Bellwether Advisors, LLC 12
Wolff Wiese Magana Llc 12
Sageworth Trust Co 12
Chiron Capital Management, Llc 12
Barnett & Company, Inc. 12
Quotient Investors, LLC 12
Country Trust Bank 12
Axiom Investment Management LLC 12
New England Research & Management, Inc. 12
First Horizon Corp 12
Hollencrest Capital Management 12
TrimTabs Asset Management, LLC 12
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I 12
EP Wealth Advisors, Inc. 12
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 12
Nwam Llc 12
Polaris Wealth Advisory Group, LLC 12
Lehman Financial Resources, Inc. 12
Foster & Motley Inc 12
American National Registered Investment Advisor, Inc. 12
Alpha Cubed Investments, LLC 12
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 12
Manager Directed Portfolios - Pemberwick Fund Shares 12
Exencial Wealth Advisors, Llc 12
Comerica Securities Inc 12
Utah Retirement Systems 12
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 12
AllSquare Wealth Management LLC 12
Lingohr & Partner Asset Management GmbH 12
Rosenberg Matthew Hamilton 12
Duff & Phelps Investment Management Co 12
Ziegler Capital Management, LLC 12
Diversified Trust Co 12
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 12
Ionic Capital Management LLC 12
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 12
Total Clarity Wealth Management, Inc. 12
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 12
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 12
Kiwi Wealth Investments Limited Partnership 12
Mirabella Financial Services Llp 12
Pacific Capital Wealth Advisors, Inc 12
Ethic Inc. 12
Spectrum Management Group, LLC 12
Column Capital Advisors, LLC 12
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 12
Wbi Investments, Inc. 12
Wedge Capital Management L L P/nc 12
Principal Diversified Select Real Asset Fund 12
Advisory Research Inc 12
Integrated Advisors Network LLC 12
Venture Visionary Partners LLC 12
Laurel Wealth Advisors, Inc. 12
Verdence Capital Advisors LLC 12
RPG Investment Advisory, LLC 12
Ashburton (Jersey) Ltd 12
Catalyst Funds Management Pty Ltd 12
PIMAX - Pioneer Series Trust V - Pioneer High Income Municipal Fund : Class A 12
Clear Harbor Asset Management, LLC 12
Matarin Capital Management, LLC 12
PWZ - Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF 12
Arete Wealth Advisors, LLC 12
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 12
Integrated Investment Consultants, LLC 12
Adams Diversified Equity Fund, Inc. 12
Stone Ridge Asset Management LLC 12
Signet Financial Management, Llc 12
Associated Banc-corp 12
Lincoln National Corp 12
Dubuque Bank & Trust Co 12
Credit Capital Investments LLC 12
USA Financial Portformulas Corp 12
Payden & Rygel 12
Fayez Sarofim & Co 12
Lebenthal Asset Management, LLC 12
CWA Asset Management Group, LLC 12
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 12
Prudential Plc 12
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 12
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 12
City National Bank 12
BerganKDV Wealth Management, LLC 12
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 12
Kms Financial Services, Inc 12
SevenBridge Financial Group, LLC 12
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 12
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 12
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 12
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 12
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A 12
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 12
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 12
Savior LLC 12
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 12
Precocity Capital LP 12
Empirical Finance, LLC 12
Total Investment Management Inc 12
Kestra Investment Management, LLC 12
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF 12
Point72 Europe (London) LLP 12
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 12
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 12
Meadow Creek Investment Management LLC 12
Bridgeworth, LLC 12
Perella Weinberg Partners Capital Management LP 12
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 12
Ridgewood Investments LLC 12
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 12
Founders Capital Management 12
Td Private Client Wealth Llc 12
Bramshill Investments, LLC 12
Edge Advisors, Llc 12
Csenge Advisory Group 12
Legacy Advisors, LLC 12
Standard Life Aberdeen plc 12
WR Wealth Planners, LLC 12
Cerebellum GP, LLC 12
Ballew Advisors, Inc 12
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 12
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 12
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 12
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 12
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 12
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 12
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 12
Usaa Etf Trust 12
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 12
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 12
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 12
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 12
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 12
Prudential Global Short Duration High Yield Fund, Inc. 12
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 12
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 12
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 12
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 12
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 12
Nuveen Diversified Dividend & Income Fund 12
Eaton Vance Senior Income Trust 12
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 12
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 12
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. 12
GRES - IndexIQ ETF Trust - IQ Global Resources ETF 12
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 12
Western Asset Emerging Markets Debt Fund Inc. 12
Tri-continental Corp 12
Global Financial Private Client, LLC 12
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 12
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 12
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 12
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 12
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 12
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 12
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 12
Thurston, Springer, Miller, Herd & Titak, Inc. 12
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 12
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 12
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 12
Dfa Investment Trust Co - The Emerging Markets Series 12
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 12
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 12
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 12
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 12
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 12
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 12
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 12
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 12
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 12
Cca Investments Trust 12
AAHMX - Aberdeen Funds - Aberdeen Short Duration High Yield Municipal Fund (formerly Aberdeen High Yield Managed Duration Municipal Fund) Class A 12
ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A 12
Western Asset Intermediate Muni Fund Inc. 12
Fdp Series, Inc. 12
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 12
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A 12
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 12
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 12
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 12
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 12
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 12
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 12
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 12
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 12
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A 12
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 12
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 12
GSAAX - GOLDMAN SACHS TRUST - Goldman Sachs Municipal Income Completion Fund Separate Account Institutional Shares 12
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 12
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 12
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF 12
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 12
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF 12
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 12
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 12
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 12
Clough Global Opportunities Fund 12
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 12
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 12
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 12
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 12
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 12
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 12
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 12
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 12
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 12
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 12
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 12
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 12
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 12
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF 12
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 12
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 12
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 12
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 12
EXMAX - EATON VANCE INVESTMENT TRUST - Eaton Vance Short Duration Municipal Opportunities Fund Class A 12
Dreyfus High Yield Strategies Fund 12
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 12
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 12
Crewe Advisors LLC 12
Redwood Investment Management, Llc 12
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 12
Truewealth Llc 12
Kapitalo Investimentos Ltda 12
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 12
Lake Street Advisors Group, Llc 12
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 12
Diametric Capital, LP 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 12
Certified Advisory Corp 12
Paulson Wealth Management Inc. 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 12
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 12
Nvwm, Llc 12
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 12
Castleview Partners, Llc 12
IGE - iSHARES TRUST - iShares North American Natural Resources ETF 12
Altshuler Shaham Ltd 12
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 12
Gables Capital Management Inc. 12
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 12
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 12
AQGNX - AQR Funds - AQR Global Equity Fund Class N 12
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 12
Vectors Research Management, LLC 12
Redhawk Wealth Advisors, Inc. 12
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 12
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 12
Evolution Wealth Advisors, LLC 12
Enlightenment Research, LLC 12
Wiley Bros.-aintree Capital, Llc 12
Cary Street Partner Investment Advisory Llc 12
Pinnacle Associates Ltd 12
Aptus Capital Advisors, LLC 12
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 12
Duality Advisers, Lp 12
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 12
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 12
Neo Ivy Capital Management 12
Global Wealth Management Investment Advisory, Inc. 12
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 12
Aspire Private Capital, LLC 12
Qtron Investments LLC 12
Pekin Hardy Strauss, Inc. 12
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 12
Garrett Wealth Advisory Group, LLC 12
Easterly Investment Partners Llc 12
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 12
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 12
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 12
WealthStone, Inc. 12
FLDFX - Meeder Funds - BALANCED FUND Retail Class 12
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 12
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 12
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 12
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional 12
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 12
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 12
Baker Ellis Asset Management LLC 11
Hilltop Holdings Inc. 11
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares 11
West Tower Group, LLC 11
Ameriflex Group, Inc. 11
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 11
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 11
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 11
Northpointe Capital Llc 11
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 11
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 11
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 11
Shepherd Kaplan Krochuk, Llc 11
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 11
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 11
Arlington Trust Co LLC 11
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A 11
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 11
Integrated Wealth Management 11
Discovery Capital Management, Llc / Ct 11
Kepos Capital LP 11
Shay Capital LLC 11
Kayne Anderson Capital Advisors Lp 11
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 11
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 11
Bayforest Capital Ltd 11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 11
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 11
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 11
Baker Avenue Asset Management, LP 11
Blackhawk Capital Partners LLC. 11
Cnh Partners Llc 11
Merit Financial Group, LLC 11
Gateway Investment Advisers Llc 11
Greenwood Capital Associates Llc 11
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 11
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 11
FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 11
Natixis Investment Managers International 11
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 11
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 11
DC Investments Management, LLC 11
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 11
Scout Investments, Inc. 11
Trustmark National Bank Trust Department 11
New Mexico Educational Retirement Board 11
Capital Growth Management Lp 11
Kovack Advisors, Inc. 11
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 11
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 11
Highline Wealth Partners Llc 11
Nuveen Fund Advisors, LLC 11
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 11
Lmcg Investments, Llc 11
DAACX - Adviser Managed Trust - Diversified Equity Fund 11
Waddell & Reed Advisors Funds 11
Handelsbanken Fonder AB 11
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 11
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 11
Partnervest Advisory Services LLC 11
3G Capital Partners LP 11
NRGDX - INTEGRITY FUNDS - Integrity Energized Dividend Fund , Class A 11
Menora Mivtachim Holdings Ltd. 11
Rakuten Securities, Inc. 11
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 11
Garde Capital, Inc. 11
Rsm Us Wealth Management Llc 11
Allstate Corp 11
Counsel Portfolio Services Inc. 11
Harbour Capital Advisors, LLC 11
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 11
Eastern Bank 11
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 11
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 11
HighMark Wealth Management LLC 11
Altfest L J & Co Inc 11
Ahrens Investment Partners LLC 11
KAMES CAPITAL plc 11
Heck Capital Advisors, LLC 11
Householder Group Estate & Retirement Specialist, LLC 11
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 11
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 11
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 11
M&r Capital Management Inc 11
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 11
KCTAX - DEUTSCHE DWS STATE TAX-FREE INCOME SERIES - DWS California Tax-Free Income Fund Class A 11
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 11
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 11
Confluence Investment Management Llc 11
M&g Investment Management Ltd 11
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 11
Royal Fund Management, LLC 11
Hodges Capital Management Inc. 11
Eaton Vance Senior Floating Rate Trust 11
American National Bank 11
Ikos Cif Ltd 11
Activest Wealth Management 11
Institute for Wealth Management, LLC. 11
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 11
Kore Private Wealth LLC 11
Chilton Capital Management Llc 11
Toth Financial Advisory Corp 11
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 11
Capital Advisors Inc/ok 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 11
Mariner Wealth Advisors-NYC, LLC 11
Cobalt Capital Management, Inc. 11
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 11
Oakbrook Investments Llc 11
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 11
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 11
Jain Global LLC 11
Ellis Investment Partners, LLC 11
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 11
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 11
USS Investment Management Ltd 11
Orrstown Financial Services Inc 11
Twin Peaks Wealth Advisors, LLC 11
Cahill Financial Advisors Inc 11
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 11
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 11
Albion Financial Group /ut 11
Park Square Financial Group, LLC 11
Wesbanco Bank Inc 11
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 11
Palisade Capital Management Llc/nj 11
Rockbridge Investment Management, LCC 11
IYE - iSHARES TRUST - iShares U.S. Energy ETF 11
Munder Series Trust 11
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 11
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 11
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 11
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 11
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 11
UniSuper Management Pty Ltd 11
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 11
Visionary Asset Management, Inc. 11
Delphia (USA) Inc. 11
Segall Bryant & Hamill, Llc 11
Homrich & Berg 11
Corton Capital Inc. 11
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 11
Intact Investment Management Inc. 11
Cushing Energy Income Fund 11
ProVise Management Group, LLC 11
IMA Wealth, Inc. 11
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 11
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 11
Nachman Norwood & Parrott, Inc 11
Comerica Securities,inc. 11
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 11
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 11
Syntal Capital Partners, LLC 11
Jacobi Capital Management LLC 11
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 11
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 11
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 11
Ferris Capital, Llc 11
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 11
Premia Global Advisors, Llc 11
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 11
Denver Investment Advisors Llc 11
New York Life Investment Management Llc 11
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 11
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 11
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 11
Ronald Blue & Co Llc 11
Tahithromos, L.L.C. 11
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 11
Columbia Partners L L C Investment Management 11
Wood Tarver Financial Group, LLC 11
First Bank & Trust 11
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 11
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 11
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 11
Simon Quick Advisors, Llc 11
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 11
Dividend Asset Capital, Llc 11
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 11
IBM Retirement Fund 11
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 11
Childress Capital Advisors, Llc 11
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 11
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 11
SPX Equities Gestao de Recursos Ltda 11
MPNIX - BNY MELLON FUNDS TRUST - BNY Mellon National Intermediate Municipal Bond Fund Class M Shares 11
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 11
Engrave Wealth Partners LLC 11
Williams Jones Wealth Management, LLC. 11
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 11
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II 11
Tiverton Asset Management Llc 11
Quinn Opportunity Partners LLC 11
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A) 11
Livforsakringsbolaget Skandia, Omsesidigt 11
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 11
Colony Group, LLC 11
BFOR - ALPS ETF Trust - Barron's 400 ETF 11
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 11
Mercer Capital Advisers, Inc. 11
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas 11
DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I 11
PRW Wealth Management LLC 11
Capital Investment Advisors, LLC 11
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 11
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 11
Bourgeon Capital Management Llc 11
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 11
National Pension Service 11
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 11
CTC Alternative Strategies, Ltd. 11
Crestline Management, LP 11
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 11
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 11
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 11
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 11
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 11
Colonial Trust Advisors 11
Beck Capital Management, Llc 11
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 11
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II 11
Simmons Bank 11
Mn Services Vermogensbeheer B.V. 11
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A 11
Jump Trading, LLC 11
Benjamin Edwards Inc 11
Quest Partners LLC 11
Private Wealth Management Group, LLC 11
V Wealth Advisors LLC 11
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 11
John Hancock Investors Trust 11
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 11
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 11
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 11
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 11
Forum Financial Management, LP 11
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 11
Alpha DNA Investment Management LLC 11
Royal London Asset Management Ltd 11
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 11
W.G. Shaheen & Associates DBA Whitney & Co 11
Andra AP-fonden 11
Paragon Capital Management Ltd 11
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 11
Atticus Wealth Management, Llc 11
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 11
Impact Partnership Wealth, LLC 11
Mfs High Yield Municipal Trust 11
Alethea Capital Management, Llc 11
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 11
Cantor Fitzgerald, L. P. 11
Strategic Blueprint, LLC 11
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a) 11
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 11
Ford Financial Group, LLC 11
Securian Funds Trust - SFT Core Bond Fund Class 1 11
ACG Wealth 11
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 11
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 11
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 11
Symmetry Partners, LLC 11
Liberty Wealth Management Llc 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 11
Byrne Asset Management LLC 11
Stoneridge Investment Partners Llc 11
Kb Financial Partners, Llc 11
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 11
Ballentine Partners, LLC 11
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 11
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 11
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 11
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 11
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 11
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 11
Sanctuary Advisors, LLC 11
Clough Global Equity Fund 11
Cavalier Investments, LLC 11
Bank Of Nova Scotia Trust Co 11
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 11
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 11
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 11
D'Orazio & Associates, Inc. 11
Voya Global Equity Dividend & Premium Opportunity Fund 11
McAdams Wright Ragen, Inc. 11
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 11
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 11
Tarbox Family Office, Inc. 11
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 11
GHYMX - GLENMEDE FUND INC - High Yield Municipal Portfolio 11
Bare Financial Services, Inc 11
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 11
Mountain Capital Investment Advisors, Inc 11
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 11
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 11
Symmetry Investments LP 11
Kennedy Capital Management, Inc. 11
Van Hulzen Asset Management, LLC 11
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class 11
Callan Family Office, LLC 11
Covalis Capital Llp 11
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 11
Banco Santander, S.A. 11
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 11
Acorn Wealth Advisors, LLC 11
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 11
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 11
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 11
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 11
Mediolanum International Funds Ltd 11
Security National Trust Co 11
Caas Capital Management Lp 11
Prudential Short Duration High Yield Fund, Inc. 11
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 11
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 11
Mitsubishi UFJ Securities Holdings Co., Ltd. 11
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 11
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 11
Hara Capital LLC 11
Jnl Variable Fund Llc - Jnl/mellon Energy Sector Fund (a) 11
ICONIQ Capital, LLC 11
GHAAX - VanEck Funds - Global Hard Assets Fund Class A 11
Level Four Advisory Services, Llc 11
Opal Wealth Advisors, LLC 11
Voleon Capital Management Lp 11
Eaton Vance Floating-rate Income Trust 11
Antonetti Capital Management LLC 11
Rothschild Asset Management Inc 11
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 11
Putnam Master Intermediate Income Trust 11
State Of Michigan Retirement System 11
Castle Hook Partners LP 11
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 11
Princeton Global Asset Management LLC 11
Annapolis Financial Services, LLC 11
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 11
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 11
Oppenheimer Quest For Value Funds 11
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 11
Arlington Partners LLC 11
GW&K Investment Management, LLC 11
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 11
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 11
Winton Diversified Opportunities Fund 11
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 11
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 11
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 11
Pacifica Partners Inc. 11
Bowling Portfolio Management LLC 11
Cantab Capital Partners LLP 11
Clarius Group, LLC 11
Aster Capital Management (DIFC) Ltd 11
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 11
Sun Life Financial Inc 11
Bridges Investment Management Inc 11
Sierra Ocean, Llc 11
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 11
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 11
Triad Wealth Partners, LLC 11
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class 11
Rotella Capital Management, Inc. 11
Kovitz Investment Group Partners, LLC 11
Pineridge Advisors LLC 11
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 11
DiNuzzo Private Wealth, Inc. 11
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 11
Horan Securities, Inc. 11
Gladstone Institutional Advisory LLC 11
Price Wealth Management, Inc. 11
Cromwell Holdings LLC 11
Gryphon Financial Partners LLC 11
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF 11
Baltimore-Washington Financial Advisors, Inc. 11
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 11
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 11
Apollon Wealth Management, LLC 11
GeoWealth Management, LLC 11
Moisand Fitzgerald Tamayo, LLC 11
Windsor Capital Management, LLC 11
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 11
Vantage Consulting Group Inc 11
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 11
Gf Fund Management Co. Ltd. 11
Insigneo Advisory Services, Llc 11
Blackstone / Gso Floating Rate Enhanced Income Fund 11
Recurrent Investment Advisors LLC 11
Armstrong Advisory Group, Inc 11
Old Second National Bank Of Aurora 11
Whitener Capital Management, Inc. 11
Laffer Investments 11
Vollero Beach Capital Partners LLC 11
Blackstone Group Inc 11
HSBC FUNDS - HSBC Strategic Income Fund Class A 11
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 11
Emerald Investment Partners, Llc 11
Disciplined Investments, LLC 11
Capital Performance Advisors Llp 11
MTLFX - MFS SERIES TRUST IX - MFS Municipal Limited Maturity Fund A 11
Lombard Odier Asset Management (Europe) Ltd 11
Knights of Columbus Asset Advisors LLC 11
Girard Partners Ltd. 11
Caitlin John, LLC 11
Altus Wealth Group LLC 11
Mascagni Wealth Management, Inc. 11
Virtue Capital Management, LLC 11
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 11
Tlp Group Llc 11
Eaton Vance California Municipal Income Trust 11
MCF Advisors LLC 11
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 11
Fortis Capital Advisors, LLC 11
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 11
Gamco Investors, Inc. Et Al 11
Achmea Investment Management B.V. 11
Alpha Paradigm Partners, LLC 11
TradeLink Capital LLC 11
Clarkston Capital Partners, LLC 11
LKBAX - LKCM Funds - LKCM Balanced Fund 11
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 11
Lido Advisors, LLC 11
BSNIX - BAIRD FUNDS INC - Baird Strategic Municipal Bond Fund Institutional 11
Inspire Advisors, LLC 11
Trust Investment Advisors 11
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 11
Thomasville National Bank 11
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 11
HBK Sorce Advisory LLC 11
WealthCollab, LLC 11
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 11
Tsfg, Llc 11
Vestmark Advisory Solutions, Inc. 11
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 11
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 11
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 11
Keel Point, LLC 11
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 11
Citizens Business Bank 10
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 10
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 10
Oppenheimer Global Multi Strategies Fund 10
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 10
Tdam Usa Inc. 10
IPG Investment Advisors LLC 10
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 10
Cypress Capital Group 10
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 10
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 10
EPG Wealth Management LLC 10
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 10
Aaron Wealth Advisors LLC 10
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 10
Ogorek Anthony Joseph /ny/ /adv 10
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 10
Gladius Capital Management LP 10
Minichmacgregor Wealth Management, Llc 10
Eudaimonia Partners, LLC 10
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 10
Affinity Investment Advisors, Llc 10
Ascent Group, LLC 10
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Duration High Yield Municipal Fund Class A 10
Roxbury Financial LLC 10
Financial Enhancement Group LLC 10
Worth Asset Management, LLC 10
Voisard Asset Management Group, Inc. 10
Amalgamated Financial Corp. 10
Nemes Rush Group LLC 10
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 10
Moloney Securities Asset Management, LLC 10
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 10
Cleararc Capital Inc 10
Geneva Advisors, LLC 10
Blackrock 2022 Global Income Opportunity Trust 10
NHYMX - Northern Funds - Northern High Yield Municipal Fund 10
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A 10
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 10
Intrinsic Edge Capital Management LLC 10
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 10
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 10
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 10
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 10
Bray Capital Advisors 10
Impala Asset Management LLC 10
Fortis Advisors, LLC 10
IEO - iSHARES TRUST - iShares U.S. Oil & Gas Exploration & Production ETF 10
Concentric Capital Strategies, LP 10
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 10
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 10
GSB Wealth Management, LLC 10
Beacon Capital Management, LLC 10
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 10
Claybrook Capital, LLC 10
Psagot Investment House Ltd. 10
Oxbow Advisors, LLC 10
HB Wealth Management, LLC 10
Standard Life Investments LTD 10
Coppell Advisory Solutions Corp. 10
PXE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Energy Exploration & Production ETF 10
ARS Investment Partners, LLC 10
Emory University 10
Omnia Family Wealth, LLC 10
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 10
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 10
TCTC Holdings, LLC 10
Doyle Wealth Management 10
West Branch Capital LLC 10
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 10
SRMAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Short-Term Municipal Bond Fund Class A 10
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 10
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 10
Hussman Strategic Advisors, Inc. 10
Global Wealth Strategies & Associates 10
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 10
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 10
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 10
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 10
TCG Advisory Services, LLC 10
Fiduciary Trust Co 10
Keeley-Teton Advisors, LLC 10
Illinois Municipal Retirement Fund 10
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 10
Bks Advisors, Llc 10
Burleson & Company, LLC 10
BP Capital Fund Advisors, LLC 10
SignalPoint Asset Management, LLC 10
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 10
Synergy Financial Management, LLC 10
Atlantic Union Bankshares Corp 10
Cedar Wealth Management, LLC 10
Stonehage Fleming Financial Services Holdings Ltd 10
Atlantic Trust, LLC 10
Fortitude Advisory Group L.L.C. 10
Rossmore Private Capital 10
Fidelis Capital Partners, LLC 10
Point72 Middle East FZE 10
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 10
Xponance, Inc. 10
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 10
Western Asset/claymore Inflation-linked Opportunities & Income Fund 10
Reliance Trust Co Of Delaware 10
LBA Wealth Management, LLC 10
Point72 (DIFC) Ltd 10
Phoenix Holdings Ltd. 10
Mfs High Income Municipal Trust 10
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 10
Ashton Thomas Securities, Llc 10
Conning Inc. 10
Bank Of The West 10
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 10
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 10
CNB Bank 10
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 10
Welch & Forbes Llc 10
Bienville Capital Management, LLC 10
CoreFirst Bank & Trust 10
Cramer Rosenthal Mcglynn Llc 10
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 10
Li Winifred I 10
Echo Street Capital Management LLC 10
Horizon Kinetics Asset Management Llc 10
Norinchukin Bank, The 10
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 10
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 10
WESPAC Advisors, LLC 10
Barrett Asset Management, LLC 10
Origin Asset Management LLP 10
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 10
Abound Wealth Management 10
Solstein Capital, LLC 10
Redwood Wealth Management Group, LLC 10
West Oak Capital, LLC 10
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 10
Trellus Management Company, LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 10
XR Securities LLC 10
Kingswood Wealth Advisors, Llc 10
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 10
Cambiar Investors Llc 10
Livingston Group Asset Management CO (operating as Southport Capital Management) 10
Brasada Capital Management, Lp 10
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 10
Leap Investments Lp 10
Bleakley Financial Group, LLC 10
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 10
Copeland Capital Management, LLC 10
Unison Advisors LLC 10
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 10
Banque Pictet & Cie Sa 10
Perkins Coie Trust Co 10
Glg Llc 10
Dana Investment Advisors, Inc. 10
SWS Partners 10
Zions Bancorporation, National Association /ut/ 10
Readystate Asset Management Lp 10
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 10
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST - BlackRock California Municipal Opportunities Fund Investor A1 10
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 10
Sherbrooke Park Advisers Llc 10
Planning Capital Management Corp 10
One Capital Management, LLC 10
Fortress Investment Group LLC 10
Kingsview Wealth Management, LLC 10
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 10
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 10
Qsemble Capital Management, LP 10
Invesco Municipal Opportunity Trust 10
PCTIX - PIMCO FUNDS - PIMCO California Municipal Bond Fund Institutional Class 10
Bremer Bank National Association 10
PPNAX - PUTNAM TAX FREE INCOME TRUST - Putnam AMT-Free Municipal Fund Class C Shares 10
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 10
Nuveen California Municipal Value Fund Inc 10
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 10
Athanor Capital, Lp 10
FSA Wealth Management LLC 10
ABIMX - AB CORPORATE SHARES - AB Impact Municipal Income Shares 10
SYSTM Wealth Solutions LLC 10
PIMCO Flexible Municipal Income Fund 10
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 10
Great Valley Advisor Group, Inc. 10
PDS Planning, Inc 10
PRTAX - T. Rowe Price Tax-Free Income Fund, Inc. - T. Rowe Price Tax-Free Income Fund, Inc. 10
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 10
First Trust High Income Long/short Fund 10
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 10
SOA Wealth Advisors, LLC. 10
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 10
Brighton Jones Llc 10
Blume Capital Management, Inc. 10
Howard Hughes Medical Institute 10
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 10
Cornerstone Financial Partners, LLC 10
Rossby Financial, LCC 10
WESPAC Advisors SoCal, LLC 10
tru Independence LLC 10
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 10
Cidel Asset Management Inc 10
Mint Tower Capital Management B.V. 10
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 10
SCP Investment, LP 10
Legacy Private Trust Co. 10
Susquehanna Portfolio Strategies, LLC 10
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 10
Whipplewood Advisors, LLC 10
Roble, Belko & Company, Inc 10
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 10
Northern Capital Management Llc 10
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 10
eCIO, Inc. 10
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 10
Archer Investment Corp 10
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 10
NewEdge Wealth, LLC 10
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 10
Global Macro Portfolio - Global Macro Portfolio 10
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 10
Decade Capital Management Llc 10
Parisi Gray Wealth Management 10
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 10
Lucas Capital Management 10
Deroy & Devereaux Private Investment Counsel Inc 10
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A 10
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 10
Sanders Morris Harris Llc 10
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 10
Charter Trust Co 10
Duncker Streett & Co Inc 10
Sawgrass Asset Management Llc 10
Oppenheimer International Bond Fund 10
Sachetta, LLC 10
Quilter Plc 10
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 10
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 10
Santori & Peters, Inc. 10
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 10
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 10
Green Arrow Capital Management Llc 10
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 10
Country Club Trust Company, n.a. 10
Verity Asset Management, Inc. 10
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 10
Rise Advisors, LLC 10
Taylor Hoffman Wealth Management 10
Delta Lloyd Nv 10
FLMI - Franklin Templeton ETF Trust - Franklin Liberty Intermediate Municipal Opportunities ETF 10
Taconic Capital Advisors LP 10
Equitec Proprietary Markets, Llc 10
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 10
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 10
American Independence Funds Trust 10
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 10
Capital Management Associates /ny/ 10
Wealthfront Advisers Llc 10
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 10
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 10
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 10
Cary Street Partners Financial Llc 10
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 10
Blue Arrow Capital Management Llc 10
HighTower Trust Services, LTA 10
Corbenic Partners LLC 10
Orinda Asset Management LLC 10
EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF 10
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 10
APBAX - Cavanal Hill Funds - Active Core Fund Investor 10
Wellington Shields & Co., LLC 10
Wellington Shields Capital Management, LLC 10
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 10
Credential Qtrade Securities Inc. 10
Sumitomo Mitsui DS Asset Management Company, Ltd 10
JTC Employer Solutions Trusteee Ltd 10
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 10
Cornerstone Investment Partners, LLC 10
TFC Financial Management 10
CHURCHILL MANAGEMENT Corp 10
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 10
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 10
VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A 10
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 10
Cherry Tree Wealth Management, LLC 10
Sterne Agee Group, Inc. 10
Tortoise Investment Management, LLC 10
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 10
Webster Bank, N. A. 10
Roberts Glore & Co Inc /il/ 10
Sapient Capital Llc 10
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 10
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 10
Riverview Trust Co 10
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 10
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 10
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 10
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 10
Meitav Dash Investments Ltd 10
Bristlecone Advisors, LLC 10
Sugarloaf Wealth Management, LLC 10
Raleigh Capital Management Inc. 10
Blackthorn Investment Group Llc 10
Scarborough Advisors, LLC 10
Woodley Farra Manion Portfolio Management Inc 10
Monroe Bank & Trust/mi 10
IEYAX - IVY FUNDS - Ivy Energy Fund Class A 10
Caldwell Securities, Inc 10
Ten Capital Wealth Advisors, LLC 10
Northern Oak Wealth Management Inc 10
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 10
MU Investments Co., Ltd. 10
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 10
BKM Wealth Management, LLC 10
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 10
St. Johns Investment Management Company, LLC 10
Wasatch Advisors Inc 10
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 10
Genesee Valley Trust Co 10
Valued Wealth Advisors LLC 10
MML Series Investment Fund II - MML Equity Fund Initial Class 10
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 10
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 10
Herold Advisors, Inc. 10
Treasurer of the State of North Carolina 10
Shine Investment Advisory Services Inc 10
Smith Group Asset Management, LLC 10
Alphacrest Capital Management Llc 10
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 10
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 10
Jackson Hole Capital Partners, LLC 10
Tiedemann Advisors, Llc 10
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 10
Small Cap Value Fund, Inc. 10
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 10
Freestone Grove Partners LP 10
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 10
Amica Retiree Medical Trust 10
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 10
Advisors Capital Management, LLC 10
RMB Capital Management, LLC 10
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 10
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 10
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 10
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 10
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 10
Smith Affiliated Capital Corp. 10
Paces Ferry Wealth Advisors, Llc 10
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 10
IMS Capital Management 10
PFS Partners, LLC 10
Lloyd Advisory Services, LLC. 10
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 10
Hilltop National Bank 10
Bruderman Asset Management, LLC 10
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 10
Voya Financial Advisors, Inc. 10
Kiker Wealth Management, LLC 10
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 10
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class 10
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 10
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 10
Laurel Wealth Advisors LLC 10
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 10
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 10
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 10
Hanson & Doremus Investment Management 10
GHP Investment Advisors, Inc. 10
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 10
Qrg Capital Management, Inc. 10
Wealthbridge Capital Management, Llc 10
Envestnet Portfolio Solutions, Inc. 10
ORNCX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester High Yield Municipal Fund Class C 10
Trust Co Of Toledo Na /oh/ 10
Sutton Wealth Advisors Inc. 10
Saturna Capital CORP 10
Amerivest Investment Management LLC 10
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 10
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 10
Summit Financial, LLC 10
Flow Traders U.s. Llc 10
Euclid Advisors LLC 10
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 10
Foundation Resource Management Inc 10
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 10
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 10
Bp Plc 10
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 10
Wayfinding Financial, LLC 10
NuWave Investment Management, LLC 10
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 10
Lourd Capital, LLC 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 10
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 10
Corebridge Financial, Inc. 10
Arden Trust Co 10
Courier Capital Llc 10
Dynamic Advisor Solutions LLC 10
Parsons Capital Management Inc/ri 10
Cypress Asset Management Inc/tx 10
Personal Wealth Partners 10
Congress Wealth Management LLC / DE / 10
SHYD - VanEck Vectors ETF Trust - VanEck Vectors Short High-Yield Municipal Index ETF 10
Central Bank & Trust Co 10
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock Short-Term Municipal Fund Investor A1 10
Nuveen High Income November 2021 Target Term Fund 10
Dynamic Technology Lab Pte Ltd 10
Jupiter Asset Management Ltd 10
Trust & Fiduciary Management Services Inc 10
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 10
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 10
Cassady Schiller Wealth Management, LLC 10
Sii Investments Inc/wi 10
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 10
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 10
GFS Advisors, LLC 10
Delphi Private Advisors LLC 10
Gluskin Sheff & Assoc Inc 10
J.P. Turner & Co Capital Mnagement, LLC 10
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 10
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 10
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 10
Richard Bernstein Advisors LLC 10
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 10
Alpine Woods Capital Investors, Llc 10
Indiana Trust & Investment Management CO 10
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 10
1st Source Bank 10
Investors Capital Advisory Services 10
Wintrust Investments Llc 10
DnB Asset Management AS 10
Delaware Investments National Municipal Income Fund 10
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 10
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 10
Thomist Capital Management, LP 10
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 10
Wrapmanager Inc 10
Washington Trust Advisors, Inc. 10
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 10
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 10
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 10
True North Advisors, LLC 10
Mraz, Amerine & Associates, Inc. 10
Kalos Management, Inc. 10
Strategic Financial Concepts, LLC 10
BRC Investment Management LLC 10
Crescent Capital Consulting, LLC 10
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 10
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 10
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 10
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 10
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 10
Dunhill Financial, LLC 10
Park National Corp /oh/ 10
Stevens First Principles Investment Advisors 10
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 10
R Squared Ltd 10
Operose Advisors LLC 10
Kilter Group LLC 10
Teamwork Financial Advisors, LLC 10
Kathmere Capital Management, LLC 10
Stonehage Fleming (uk) Ltd 10
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 10
Portside Wealth Group, LLC 10
CT Financial Advisors LLC 10
River Road Asset Management, LLC 10
Well Done, LLC 10
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 10
Regent Peak Wealth Advisors LLC 10
Universal- Beteiligungs- und Servicegesellschaft mbH 10
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 10
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 10
Aberdeen Asset Management Plc/uk 10
Pointe Capital Management LLC 10
Clear Investment Research, Llc 10
VisionPoint Advisory Group, LLC 10
Ckw Financial Group 10
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 10
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 10
Everence Capital Management Inc 10
Coston, McIsaac & Partners 10
Ascend Capital, Llc 10
Tyler-Stone Wealth Management 10
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 10
SBDAX - SEI TAX EXEMPT TRUST - STET CALIFORNIA MUNICIPAL BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 10
Fort, L.p. 10
Mfs Municipal Income Trust 10
Edmond De Rothschild (suisse) S.a. 10
Resources Management Corp /ct/ /adv 10
1st Global Advisors, Inc. 10
Wakefield Asset Management LLLP 10
Amica Mutual Insurance Co 10
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 10
First Command Bank 10
QUANTRES ASSET MANAGEMENT Ltd 10
First Command Financial Services, Inc. 10
Anson Funds Management LP 10
Kavar Capital Partners, LLC 10
Miller/howard High Income Equity Fund 10
Accel Wealth Management 10
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 10
Glg Inc. 10
Tortoise Energy Independence Fund, Inc. 10
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 10
GoalVest Advisory LLC 10
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 10
AdvisorShares Investments LLC 10
DBLLX - DoubleLine Funds Trust - DoubleLine Low Duration Emerging Markets Fixed Income Fund Class I 10
Montag A & Associates Inc 10
Farmers & Merchants Trust Co of Chambersburg PA 10
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 10
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 10
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 10
Gilman Hill Asset Management, LLC 10
Bmc Fund Inc 10
Stone House Investment Management, LLC 10
Arkfeld Wealth Strategies, L.L.C. 10
Hemington Wealth Management 10
Adirondack Trust Co 10
Gerstein Fisher 10
Interval Partners, LP 10
LRI Investments, LLC 10
Bell Bank 10
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 10
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 10
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 10
Rathbone Brothers plc 10
McAdam, LLC 10
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 10
Schechter Investment Advisors, LLC 10
Jnl Series Trust - Jnl/crescent High Income Fund (a) 10
First Capital Advisors Group, LLC. 10
Polianta Ltd 10
Daiwa Capital Markets America Inc. 10
Perkins Investment Management, LLC 10
Mason Street Advisors, Llc 10
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 9
Twin Capital Management Inc 9
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 9
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 9
Brave Asset Management Inc 9
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 9
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 9
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 9
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 9
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 9
Gen-Wealth Partners Inc 9
Blue Rock Advisors, LLC 9
Vanguard Windsor Funds 9
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF 9
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 9
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 9
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 9
AlphaCentric Advisors LLC 9
Cadence Bank Na 9
Cannell Peter B & Co Inc 9
Lloyds Banking Group plc 9
JHME - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Energy ETF 9
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 9
Simplicity Wealth,LLC 9
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 9
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 9
Whitebox Advisors Llc 9
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 9
Heritage Wealth Advisors 9
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 9
Aprio Wealth Management, LLC 9
Psagot Value Holdings Ltd. / (Israel) 9
N.E.W. Advisory Services LLC 9
EA Series Trust 9
Mitchell Group Inc 9
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 9
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 9
MERVX - MERGER FUND VL - The Merger Fund VL 9
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 9
Chemical Bank 9
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 9
Bremer Trust National Association 9
CCMG - EA Series Trust - CCM Global Equity ETF 9
Harvest Investment Services, LLC 9
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 9
Bangor Savings Bank 9
America First Investment Advisors, LLC 9
Trust Co 9
Strengthening Families & Communities, LLC 9
Principia Wealth Advisory, LLC 9
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 9
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 9
Walker Asset Management, LLC 9
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 9
McGowan Group Asset Management, Inc. 9
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 9
Beck Bode, LLC 9
High Net Worth Advisory Group LLC 9
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 9
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 9
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 9
FSC Wealth Advisors, LLC 9
LGT Group Foundation 9
Hazlett, Burt & Watson, Inc. 9
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 9
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 9
Horizons Etf Trust I 9
Klingman & Associates, LLC 9
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 9
Mizuho Asset Management Co.,Ltd. 9
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 9
Visionary Wealth Advisors 9
Tuttle Tactical Management LLC 9
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 9
Baader Bank INC 9
Sprott Inc. 9
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF 9
Himco Variable Insurance Trust 9
National Penn Investors Trust Co /pa 9
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 9
SWAN Capital LLC 9
Blackrock Enhanced Equity Dividend Trust 9
Phocas Financial Corp. 9
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 9
Beech Hill Advisors, Inc. 9
Frank, Rimerman Advisors LLC 9
Net Worth Advisory Group 9
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class 9
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 9
Winton Capital Management Ltd 9
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 9
Greylin Investment Mangement Inc 9
PFG Investments, LLC 9
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 9
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 9
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 9
Grey Street Capital, LLC 9
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 9
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 9
Pioneer Diversified High Income Trust 9
Choate Investment Advisors 9
CHICAGO TRUST Co NA 9
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF 9
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 9
Dorsey & Whitney Trust CO LLC 9
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 9
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 9
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 9
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 9
Aris Wealth Services, Inc. 9
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 9
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 9
Bpv Family Of Funds 9
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 9
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 9
Daiwa SB Investments Ltd. 9
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 9
TLMAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Municipal Fund Class A 9
Richardson Financial Services Inc. 9
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 9
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 9
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 9
GMTEX - GPS Funds I - GuideMark(R) Tax-Exempt Fixed Income Fund Service Shares 9
RVRB - ADVISORS SERIES TRUST - Reverb ETF 9
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 9
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF 9
WealthPlan Investment Management, LLC 9
Mfs Intermediate Income Trust 9
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 9
Evermay Wealth Management Llc 9
Meiji Yasuda Life Insurance Co 9
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 9
First Foundation Advisors 9
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 9
Schafer Cullen Capital Management Inc 9
Nova Wealth Management, Inc. 9
Pensionmark Financial Group, Llc 9
First National Bank Sioux Falls 9
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 9
Delaware Enhanced Global Dividend & Income Fund 9
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 9
Spears Abacus Advisors LLC 9
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 9
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 9
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 9
Kayne Anderson Midstream/energy Fund, Inc. 9
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 9
Beach Investment Counsel Inc/pa 9
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 9
Colonial Trust Co / SC 9
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 9
Beacon Capital Management, Inc. 9
Ossiam 9
Drive Wealth Management, Llc 9
Joseph P. Lucia & Associates, LLC 9
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 9
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 9
Cornerstone Wealth Group, LLC 9
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 9
Genesis Wealth Advisors, LLC 9
DRLL - EA Series Trust - Strive U.S. Energy ETF 9
Bay Harbor Wealth Management, LLC 9
Lakeview Capital Partners, LLC 9
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 9
Usa Mutuals Advisors, Inc. 9
Kentucky Retirement Systems 9
Semmax Financial Advisors Inc. 9
Pinnacle Financial Partners Inc 9
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 9
Groupama Asset Managment 9
EBI - RBB Fund Trust - Longview Advantage ETF 9
Gallacher Capital Management LLC 9
ITCAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate Maturity California Municipals Fund Class A 9
Compass Wealth Management LLC 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 9
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 9
Pacific Global Investment Management Co 9
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 9
Agf Management Ltd 9
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 9
Icon Wealth Advisors, LLC 9
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 9
Dakota Wealth Management 9
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 9
Western Asset/claymore Inflation-linked Securities & Income Fund 9
Miracle Mile Advisors, LLC 9
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 9
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 9
BMNIX - BAIRD FUNDS INC - Baird Core Intermediate Municipal Bond Fund Institutional Class 9
Consolidated Planning Corp 9
Mill Creek Capital Advisors, LLC 9
OHIO NATIONAL FUND INC - ON Bond Portfolio 9
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 9
Transcendent Capital Group LLC 9
Main Street Research LLC 9
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 9
SWHYX - SCHWAB INVESTMENTS - Schwab High Yield Municipal Bond Fund 9
Glass Jacobson Investment Advisors llc 9
Carnegie Capital Asset Management, LLC 9
WPG Advisers, LLC 9
Halbert Hargrove Global Advisors, Llc 9
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 9
Kula Investments, LLC 9
Global Opportunities Portfolio - Global Opportunities Portfolio 9
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 9
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 9
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 9
RPg Family Wealth Advisory, LLC 9
Asahi Life Asset Management Co., Ltd. 9
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 9
Grandfield & Dodd, Llc 9
Banced Corp 9
Moran Wealth Management, LLC 9
Cullinan Associates Inc 9
MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class 9
Private Management Group Inc 9
Wade G W & Inc 9
TBP Investments Management, LLC 9
Wealth Preservation Advisors, LLC 9
Garda Capital Partners Lp 9
John Hancock Income Securities Trust 9
Planned Solutions, Inc. 9
Harvest Portfolios Group Inc. 9
Park Place Capital Corp 9
Nippon Life Global Investors Americas, Inc. 9
Inceptionr Llc 9
Binnacle Investments Inc 9
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 9
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 9
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 9
Telemus Capital, Llc 9
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 9
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 9
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 9
Jasinkiewicz Capital Management, Lp 9
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 9
State of New Jersey Common Pension Fund A 9
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 9
Next Capital Management LLC 9
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 9
Stratos Wealth Advisors, LLC 9
Nbt Bank N A /ny 9
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 9
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 9
Ferguson Wellman Capital Management, Inc 9
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 9
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 9
Pinkerton Retirement Specialists, LLC 9
Community Bank System, Inc. 9
FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class 9
Fortis Group Advisors, LLC 9
Cordant, Inc. 9
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 9
FSNGX - FIDELITY SELECT PORTFOLIOS - Natural Gas Portfolio 9
Coastal Capital Group, Inc. 9
Securian Funds Trust - SFT T. Rowe Price Value Fund 9
Forty4 Asset Management LLC 9
ACK Asset Management LLC 9
Munder Capital Management 9
Old North State Trust, LLC 9
Wealthsource Partners, Llc 9
Human Investing LLC 9
Belmont Global Advisors, Inc. 9
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 9
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 9
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 9
Pennsylvania Trust Co 9
Harwood Advisory Group, LLC 9
PZA - Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 9
Kessler Investment Group, LLC 9
Essex Savings Bank 9
Millstone Evans Group, LLC 9
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 9
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 9
Yellowstone Partners, LLC 9
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 9
PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class 9
Fma Advisory Inc 9
Guardian Life Insurance Co Of America 9
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 9
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 9
Old Point Trust & Financial Services N A 9
Legacy Bridge, LLC 9
Lavaca Capital Llc 9
Gyl Financial Synergies, Llc 9
Mitchell Mcleod Pugh & Williams Inc 9
Ibex Wealth Advisors 9
Clearview Wealth Advisors LLC 9
Kwmg, Llc 9
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 9
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 9
Sage Mountain Advisors LLC 9
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 9
Klp Kapitalforvaltning As 9
Xact Kapitalforvaltning AB 9
PPM Funds - PPM Floating Rate Income Fund (Inst) 9
Shinko Asset Management Co., Ltd. 9
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 9
AustralianSuper Pty Ltd 9
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
HYMAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett High Yield Municipal Bond Fund Class A 9
RGLIX - ALLIANZ FUNDS - AllianzGI Global Natural Resources Fund Institutional 9
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 9
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 9
EJF Capital LLC 9
Premier Asset Management Llc 9
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 9
TAMBX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock Tax-Free Bond Fund Class A 9
Stonebridge Financial Group, LLC 9
Stancorp Investment Advisers Inc 9
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 9
Private Advisory Group LLC 9
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 9
Family Management Corp 9
Raab & Moskowitz Asset Management LLC 9
Canton Hathaway, LLC 9
Equitable Holdings, Inc. 9
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 9
PFG Private Wealth Management, LLC 9
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 9
Prio Wealth Limited Partnership 9
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 9
High Note Wealth, LLC 9
Cfm Wealth Partners Llc 9
Mid Atlantic Financial Management Inc/adv 9
PPM Funds - PPM High Yield Core Fund (Inst) 9
Cozad Asset Management Inc 9
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 9
Glenview Trust Co 9
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 9
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 9
Worldquant Millennium Advisors Llc 9
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 9
Financial Advisors Network, Inc. 9
Redpoint Investment Management Pty Ltd 9
Cpwm, Llc 9
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 9
Flinton Capital Management LLC 9
Good Life Advisors, LLC 9
Peoples Financial Services Corp. 9
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 9
Boston Trust Walden Corp 9
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 9
Hartford Financial Management Inc. 9
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 9
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 9
RMR Wealth Builders 9
Manchester Financial Inc 9
Capital Income Builder 9
RWM Asset Management, LLC 9
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 9
NorthRock Partners, LLC 9
Growth Fund Of America 9
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 9
Golden State Equity Partners 9
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 9
Altium Wealth Management LLC 9
New Wave Wealth Advisors Llc 9
Jarislowsky, Fraser Ltd 9
Financial Advantage, Inc. 9
GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund 9
Tokio Marine Asset Management Co Ltd 9
Dai-Ichi Life Insurance Company, Ltd 9
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 9
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class 9
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 9
Allegheny Financial Group LTD 9
Klingenstein Fields & Co Lp 9
Neuburgh Advisers LLC 9
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 9
R&F Capital Advisors LP 9
Kentucky Retirement Systems Insurance Trust Fund 9
IAG Wealth Partners, LLC 9
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 9
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 9
IFM Investors Pty Ltd 9
361 Capital Llc 9
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 9
Fairfield, Bush & Co. 9
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 9
Ceredex Value Advisors LLC 9
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 9
Infrastructure Capital Advisors, Llc 9
IWB - iSHARES TRUST - iShares Russell 1000 ETF 9
Leelyn Smith, LLC 9
Piershale Financial Group, Inc. 9
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 9
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 9
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 9
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 9
Mach-1 Financial Group, Inc. 9
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 9
Signature Wealth Management Group 9
Mainstay Capital Management Llc /adv 9
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 9
Salomon & Ludwin, LLC 9
Global Financial Private Capital, LLC 9
qPULA Trading Management LP 9
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 9
Sterling Investment Advisors, Ltd. 9
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 9
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 9
VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares 9
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 9
JCIC Asset Management Inc. 9
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 9
Wharton Business Group, LLC 9
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 9
Sagespring Wealth Partners, Llc 9
Cutter & CO Brokerage, Inc. 9
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 9
Vontobel Holding Ltd. 9
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 9
Crescent Grove Advisors, LLC 9
Great Diamond Partners, LLC 9
OmniStar Financial Group, Inc. 9
Intercontinental Wealth Advisors, LLC 9
Becker Capital Management Inc 9
Resource Management, LLC 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 9
Jacobus Wealth Management, Inc. 9
Tiaa, Fsb 9
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 9
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 9
Midas Management Corp 9
Hnp Capital Llc 9
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 9
Mesirow Financial Investment Management, Inc. 9
Waldron Private Wealth LLC 9
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 9
American Financial Network Advisory Services Llc 9
Buckingham Strategic Wealth, Llc 9
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 9
Game Creek Capital, LP 9
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 9
InterOcean Capital Group, LLC 9
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C 9
Evanston Investments, Inc., dba Evanston Advisors 9
Jump Trading, Llc 9
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
Palisade Asset Management, LLC 9
Solaris Asset Management Llc 9
Investment Management Corp of Ontario 9
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 9
Tredje AP-fonden 9
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 9
Icc Capital Management Inc/ 9
Standard Family Office LLC 9
Freedman Financial Associates, Inc. 9
Price Capital Management, Inc. 9
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 9
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 9
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 9
Safeguard Investment Advisory Group, LLC 9
Hall Laurie J Trustee 9
683 Capital Management, LLC 9
Kowal Investment Group, LLC 9
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 9
J. W. Coons Advisors, LLC 9
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 9
Invesco Quality Municipal Income Trust 9
Invesco Trust For Investment Grade Municipals 9
Scopus Asset Management, L.p. 9
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 9
Invesco High Income Trust Ii 9
Legg Mason Asset Management (Japan) Co., Ltd. 9
B. Metzler seel. Sohn & Co. Holding AG 9
Nissay Asset Management Corp /japan/ /adv 9
Cherokee Insurance Co 9
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 9
PCIMX - PIMCO FUNDS - PIMCO California Intermediate Municipal Bond Fund Institutional 9
Oppenheimer Capital Income Fund 9
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 9
BancorpSouth Inc 9
Mission Wealth Management, Lp 9
MANA Advisors LLC 9
Alpha Omega Wealth Management LLC 9
Midwest Trust Co 9
Providence Capital Advisors, LLC 9
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 9
Quantum Capital Management 9
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 9
BBT Capital Management, LLC 9
PIONEER CORE TRUST I - Pioneer High Income Municipal Portfolio 9
Greenwich Investment Management, Inc. 9
Connectus Wealth, LLC 9
Bahl & Gaynor Inc 9
Scientech Research LLC 9
Abich Financial Wealth Management LLC 9
New York Life Trust Co 9
AXS Investments LLC 9
Franklin Universal Trust 9
J.Safra Asset Management Corp 9
Personal Capital Advisors Corp 9
GFG Capital, LLC 9
Vicus Capital 9
TD Capital Management LLC 9
Kaizen Advisory, Llc 9
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 9
Frazier Financial Advisors, LLC 9
Prentiss Smith & Co Inc 9
SRB Corp 9
Nfj Investment Group, Llc 9
Palladiem, Llc 9
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 9
Dixon Hubard Feinour & Brown Inc/va 9
BancorpSouth Bank 9
Atlantic Edge Private Wealth Management, LLC 9
Madden Advisory Services, Inc. 9
Bank Julius Baer & Co. Ltd, Zurich 9
Northwest Financial Advisors 9
Adell Harriman & Carpenter Inc 9
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 9
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 9
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 9
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 9
Bank of New Hampshire 9
Gw Henssler & Associates Ltd 9
Logan Capital Management Inc 9
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 9
Kcm Investment Advisors Llc 9
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 9
E. Ohman J:or Asset Management AB 9
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 9
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 9
Holistic Financial Partners 9
Gilliland Jeter Wealth Management LLC 9
Field & Main Bank 9
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 9
Islay Capital Management, Llc 9
Westchester Capital Management, LLC 9
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 9
PNC Managed Account Solutions, Inc. 9
Dowling & Yahnke Llc 9
Delos Wealth Advisors, LLC 9
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 9
Eisler Capital (UK) Ltd. 9
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 9
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 9
Meiji Yasuda Asset Management Co Ltd. 9
Trilogy Capital Inc. 9
Wetzel Investment Advisors, Inc. 9
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 9
Camelot Portfolios, LLC 9
John G Ullman & Associates Inc 9
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 9
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 9
Transcend Wealth Collective, Llc 9
Jag Capital Management, Llc 9
Marco Investment Management Llc 9
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 9
IYIAX - IVY FUNDS - Ivy Municipal High Income Fund Class A 9
Palmer Square Opportunistic Income Fund 9
Amica Pension Fund Board Of Trustees 9
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 9
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 9
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 9
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF 9
Thomas J. Herzfeld Advisors, Inc. 9
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 9
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
Endurance Wealth Management, Inc. 9
Brown, Lisle/cummings, Inc. 9
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 9
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 9
Generali Investments CEE, investicni spolecnost, a.s. 9
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 9
Machina Capital S.a.s. 9
Strategic Asset Management, LLC 9
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 9
SCACX - LEGG MASON PARTNERS INCOME TRUST - Western Asset California Municipals Fund Class C 9
Alta Advisers Ltd 9
Miles Capital, Inc. 9
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 9
Great Lakes Retirement, Inc. 9
10Elms LLP 9
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 9
Weatherstone Capital Management 9
Argent Advisors, Inc. 9
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 9
PGGM Investments 9
Credential Securities Inc. 9
Point View Wealth Management, Inc. 9
Heartland Advisors Inc 9
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund 9
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 9
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 9
Greater India Portfolio - Greater India Portfolio 9
Haafor (Singapore) Pte. Ltd. 9
Wealth Alliance 9
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 9
IORAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free Municipal Fund Class R6 9
Concurrent Investment Advisors, LLC 9
Stockman Wealth Management, Inc. 9
Wedmont Private Capital 9
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 9
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 9
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 9
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 9
Emerald Advisers, Llc 9
Franklin Templeton ETF Trust - Western Asset Bond ETF 9
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 9
Ruffer LLP 9
Fourth Dimension Wealth, LLC 9
Grace Capital 9
RBB FUND, INC. - Aquarius International Fund 9
Rampart Investment Management Company, LLC 9
Acuity Investment Management Inc 9
Shufro Rose & Co Llc 9
Haverford Trust Co 9
Amplius Wealth Advisors, LLC 9
Crestwood Advisors Group LLC 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 9
Desjardins Global Asset Management Inc. 9
Commonwealth Financial Services, LLC 9
West Family Investments, Inc. 9
Missouri Trust & Investment Co 9
Argentus Capital Management, LLC 9
Northwest Investment Counselors, Llc 9
Harbor Capital Advisors, Inc. 9
Wilmington Trust Co 9
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 9
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 9
Valentine Capital Asset Management, Inc. 9
VCGAX - VALIC Co I - Growth & Income Fund 9
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 9
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 9
Fractal Investments LLC 9
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 9
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 9
Eaton Vance Tax-managed Buy-write Income Fund 9
Nuveen S&p 500 Buywrite Income Fund 9
Fjarde Ap-fonden /fourth Swedish National Pension Fund 9
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 9
Gabelli Dividend & Income Trust 9
Nuveen Core Equity Alpha Fund 9
Nuveen S&p 500 Dynamic Overwrite Fund 9
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 9
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 9
Pioneer High Income Trust 9
Alaska Permanent Fund Corp 9
Investors Asset Management Of Georgia Inc /ga/ /adv 9
Lebenthal Holdings,LLC 9
Stonegate Investment Group, LLC 9
SRTTX - SMA RELATIONSHIP TRUST - Series T 9
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 9
BTC Capital Management, Inc. 9
Riggs Asset Managment Co. Inc. 9
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 9
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 9
Metis Global Partners, LLC 9
Goelzer Investment Management, Inc. 9
Balasa Dinverno & Foltz Llc 9
Rialto Wealth Management, LLC 9
Simply Money Advisors 9
B. Metzler seel. Sohn & Co. AG 9
CenterBook Partners LP 9
Nuveen Select Maturities Municipal Fund 9
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 9
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 9
Private Bank & Trust Co 9
Dai-ichi Life Holdings, Inc. 9
Deseret Mutual Benefit Administrators 9
Strategy Asset Managers Llc 9
William Blair Investment Management, Llc 9
Caldwell Trust Co 9
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 9
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 9
Integrated Wealth Counsel, Llc 9
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 9
Lee Danner & Bass Inc 9
Telemetry Investments, L.L.C. 9
Connable Office Inc 9
REAP Financial Group, LLC 9
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 9
Gyon Technologies Capital Management, LP 9
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 9
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 9
River Wealth Advisors LLC 9
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 9
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 9
Wahed Invest LLC 9
Family Firm, Inc. 9
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 9
HWG Holdings LP 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 8
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 8
FDO Partners, LLC 8
Heritage Investors Management Corp 8
Red Door Wealth Management, LLC 8
Citizens National Bank Trust Department 8
MML Series Investment Fund II - MML Equity Rotation Fund Class II 8
Graypoint LLC 8
Galaxy Capital Trading Ltd 8
Boyd Watterson Asset Management Llc/oh 8
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 8
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 8
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 8
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 8
Optimal Asset Management, Inc. 8
Live Your Vision, LLC 8
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 8
Symphony Financial, Ltd. Co. 8
Crawford Investment Counsel Inc 8
Mid Continent Capital Llc/il 8
Davis Capital Management 8
Welch Group, LLC 8
Guinness Atkinson Asset Management Inc 8
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 8
Guinness Asset Management LTD 8
First Allied Asset Management, Inc. 8
Jackson Square Capital, Llc 8
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 8
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 8
Donaldson Capital Management, Llc 8
MBEQX - M FUND INC - M International Equity Fund 8
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 8
SNS Financial Group, LLC 8
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 8
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 8
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 8
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 8
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 8
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 8
Lowe Brockenbrough & Co Inc 8
Plancorp, LLC 8
Horan Capital Advisors, LLC. 8
Kingfisher Capital LLC 8
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 8
Essex Investment Management Co Llc 8
Dynamic Capital Management Ltd 8
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 8
Wingate Wealth Advisors, Inc. 8
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 8
LNZ Capital LP 8
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 8
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 8
United Asset Strategies, Inc. 8
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 8
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 8
Stratton Management Co 8
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund 8
Gratus Capital LLC 8
Argent Trust Co 8
Covenant Multifamily Offices, LLC 8
Risk Paradigm Group, LLC 8
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 8
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 8
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 8
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 8
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 8
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 8
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 8
Anchor Bolt Capital, LP 8
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 8
Ssi Investment Management Llc 8
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 8
PPM Funds - PPM Long Short Credit Fund (Inst) 8
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 8
Core Alternative Capital 8
Bardin Hill Management Partners Lp 8
BSW Wealth Partners 8
Managed Asset Portfolios, Llc 8
Kemnay Advisory Services Inc. 8
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 8
RFG Advisory, LLC 8
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 8
Ruggie Capital Group 8
South Georgia Capital, Llc 8
Oarsman Capital, Inc. 8
King Wealth 8
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 8
DSAM Partners (London) Ltd 8
Callan Capital, LLC 8
Vantage Investment Partners, LLC 8
Capital Research Global Investors 8
SSO - PROSHARES TRUST - ProShares Ultra S&P500 8
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 8
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 8
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares 8
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares 8
Vestor Capital, Llc 8
Zimmer Partners, LP 8
BIGTX - Monteagle Funds - The Texas Fund Class I 8
Basso Capital Management, L.p. 8
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 8
Gyroscope Capital Management Group, Llc 8
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 8
Park Avenue Institutional Advisers LLC 8
Groesbeck Investment Management Corp /nj/ 8
Strategic Wealth Advisors Group, LLC 8
VCIGX - VALIC Co I - Dividend Value Fund 8
Cna Financial Corp 8
Tobam 8
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 8
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 8
VSTIX - VALIC Co I - Stock Index Fund 8
First National Bank Of Omaha 8
Intrua Financial, LLC 8
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 8
Modera Wealth Management, LLC 8
Crow Point Partners, LLC 8
Nations Financial Group Inc, /ia/ /adv 8
BP Capital Management L P 8
Kernodle & Katon Asset Management Group, LLC 8
Farmers National Bank 8
Stock Yards Bank & Trust Co 8
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 8
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8
Penseco Financial Services Corp 8
Advanced Investment Partners, LLC 8
Cazenove Capital Management Ltd 8
Parkworth Wealth Management, Inc. 8
VNBTrust, National Association 8
MorganRosel Wealth Management, LLC 8
Trillium Asset Management, Llc 8
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 8
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 8
Fort Point Capital Partners LLC 8
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 8
Hughes Financial Services, LLC 8
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 8
Banco BTG Pactual S.A. 8
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 8
Exxonmobil Investment Management Inc /tx 8
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 8
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 8
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 8
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 8
Tennessee Valley Asset Management Partners 8
CrestPoint Capital Management, LLC 8
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 8
Meristem Family Wealth, LLC 8
Exchange Capital Management, Inc. 8
Railway Pension Investments Ltd 8
Brandywine Oak Private Wealth Llc 8
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 8
Capital City Trust Co/fl 8
Your Advocates Ltd., LLP 8
Cohen & Steers Capital Management Inc 8
Guardian Investor Services Llc 8
Catamount Wealth Management 8
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 8
MONECO Advisors, LLC 8
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 8
Bnc Wealth Management, Llc 8
Europacific Growth Fund 8
Peachtree Investment Advisors, Inc. 8
Jeppson Wealth Management, Llc 8
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 8
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 8
Acropolis Investment Management, LLC 8
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 8
Mattson Financial Services, LLC 8
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 8
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 8
Donald L. Hagan, LLC 8
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 8
Malaga Cove Capital, LLC 8
Wealth Advisory Solutions, LLC 8
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 8
Clal Insurance Enterprises Holdings Ltd 8
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 8
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 8
Alerus Financial Na 8
Sullivan, Bruyette, Speros & Blaney, LLC 8
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 8
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 8
Wilmington Trust, National Association 8
Wilmington Trust Investment Management, LLC 8
Wilmington Funds Management Corp 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 8
Stux Capital Management, LLC 8
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF 8
Neville Rodie & Shaw Inc 8
Rikoon Group, LLC 8
MUISX - BMO FUNDS, INC. - BMO Ultra Short Tax-Free Fund Class I 8
RGT Wealth Advisors, LLC 8
MTM Investment Management, LLC 8
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 8
Mascoma Wealth Management LLC 8
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 8
Diversified, LLC 8
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 8
Chiron Investment Management, LLC 8
Kohmann Bosshard Financial Services, LLC 8
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 8
Oxford Financial Group Ltd 8
McClarren Financial Advisors, Inc. 8
Sarofim Fayez 8
CenturyLink Investment Management Co 8
New Capital Management LP 8
Elgethun Capital Management 8
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 8
DORCHESTER WEALTH MANAGEMENT Co 8
Future Financial Wealth Managment LLC 8
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 8
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 8
FormulaFolio Investments, LLC 8
Western Wealth Management, LLC 8
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 8
Strategic Advisors LLC 8
Glaxis Capital Management, LLC 8
Berger Financial Group, Inc 8
Ellsworth Advisors, LLC 8
E Fund Management Co., Ltd. 8
Murphy & Mullick Capital Management Corp 8
Baker Tilly Financial, Llc 8
Adviser Investments LLC 8
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 8
Capital Innovations LLC 8
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 8
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 8
Cordasco Financial Network 8
WealthTrak Capital Management LLC 8
Clarfeld Financial Advisors, Llc 8
PWS - Pacer Funds Trust - Pacer WealthShield ETF 8
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 8
DT Investment Partners, LLC 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 8
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 8
TVR Capital Management LP 8
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 8
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF 8
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 8
BLPIX - Profunds - Bull Profund Investor Class 8
Pacific Center for Financial Services 8
Mengis Capital Management, Inc. 8
ULPIX - Profunds - Ultrabull Profund Investor Class 8
LVPIX - Profunds - Large-cap Value Profund Investor Class 8
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 8
Shamrock Asset Management LLC 8
Wsfs Capital Management, Llc 8
Lebenthal Global Advisors, LLC 8
Heritage Trust Co 8
Nippon Life Insurance Co 8
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 8
Zwj Investment Counsel Inc 8
MARSHALL WACE ASIA Ltd 8
Gofen & Glossberg Llc /il/ 8
Clear Perspective Advisors, LLC 8
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 8
Newfound Research LLC 8
B&D White Capital Company, LLC 8
Franklin, Parlapiano, Turner & Welch, LLC 8
Aua Capital Management, Llc 8
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 8
Financial Sense Advisors, Inc. 8
Mcdonald Partners Llc 8
Anchor Capital Advisors Llc 8
Sittner & Nelson, Llc 8
MPS Loria Financial Planners, LLC 8
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 8
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 8
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 8
F/M Investments LLC 8
Sawyer & Company, Inc 8
KCS Wealth Advisory 8
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 8
Cim Investment Mangement Inc 8
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 8
Tacita Capital Inc 8
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 8
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 8
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 8
Outfitter Financial LLC 8
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 8
Allen Investment Management LLC 8
Global Trust Asset Management, LLC 8
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 8
44 Wealth Management Llc 8
Smart Portfolios, LLC 8
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 8
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares 8
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 8
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 8
Curi Wealth Management, LLC 8
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 8
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 8
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 8
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 8
Loews Corp 8
Mayflower Financial Advisors, LLC 8
Willis Johnson & Associates, Inc. 8
Causeway Capital Management Llc 8
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 8
Vaughan Nelson Investment Management, L.p. 8
Ivory Investment Management, Llc 8
Invesco Advantage Municipal Income Trust Ii 8
Marietta Investment Partners Llc 8
PFG Advisors 8
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 8
Raiffeisen Bank International AG 8
BCJ Capital Management, LLC 8
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 8
Wbh Advisory Inc 8
Pallas Capital Advisors LLC 8
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 8
Voya Emerging Markets High Dividend Equity Fund 8
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 8
Eisler Capital Management Ltd. 8
Eagle Ridge Investment Management 8
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 8
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 8
Siemens Fonds Invest GmbH 8
Heritage Wealth Management, Llc 8
Triumph Capital Management 8
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 8
Ohio National Investments, Inc. 8
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 8
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 8
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 8
Banque Transatlantique SA 8
Occidental Asset Management, LLC 8
First Merchants Corp 8
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 8
Atwater Malick LLC 8
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 8
Passport Capital, LLC 8
Private Wealth Partners, LLC 8
NMTRX - Nuveen Managed Accounts Portfolios Trust - Municipal Total Return Managed Accounts Portfolio Common Shares 8
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 8
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 8
McElhenny Sheffield Capital Management, LLC 8
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 8
Valmark Advisers, Inc. 8
HDV - iSHARES TRUST - iShares Core High Dividend ETF 8
Athena Capital Advisors Llc 8
WestEnd Advisors, LLC 8
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 8
Td Asset Management Usa Funds Inc. 8
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 8
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 8
Botty Investors LLC 8
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 8
TD Securities (USA) LLC 8
Essex Financial Services, Inc. 8
Curian Capital Llc 8
Kanawha Capital Management Llc 8
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 8
Tiaa Cref Trust Co Fsb/mo 8
MASTERINVEST Kapitalanlage GmbH 8
Hermes Investment Management Ltd 8
Hallmark Capital Management Inc 8
THMBX - THRIVENT MUTUAL FUNDS - Thrivent High Income Municipal Bond Fund Class S 8
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 8
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 8
Burnham Asset Management Corp /ny/ 8
Claris Advisors, Llc / Mo / 8
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 8
North Star Asset Management Inc 8
Norwood Financial Corp 8
Beck Mack & Oliver Llc 8
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 8
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 8
Buckingham Strategic Partners 8
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 8
Confluence Wealth Services, Inc. 8
Prosperity Consulting Group, LLC 8
Guyasuta Investment Advisors Inc 8
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 8
Burt Wealth Advisors 8
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 8
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 8
K.J. Harrison & Partners Inc 8
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 8
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 8
Deltec Asset Management Llc 8
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 8
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 8
New Millennium Group LLC 8
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 8
GABELLI & Co INVESTMENT ADVISERS, INC. 8
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 8
RE Dickinson Investment Advisors, LLC 8
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 8
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 8
Journey Strategic Wealth Llc 8
Mbb Public Markets I Llc 8
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 8
TREBX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Bond Fund 8
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 8
Redmont Wealth Advisors Llc 8
Western Pacific Wealth Management, LP 8
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 8
Zullo Investment Group, Inc. 8
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 8
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 8
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 8
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 8
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 8
Cohen & Steers Global Income Builder, Inc 8
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 8
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 8
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 8
TXRIX - JPMorgan Trust I - JPMorgan Tax Aware Real Return Fund Class I 8
Mowery & Schoenfeld Wealth Management, LLC 8
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 8
City State Bank 8
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8
American Trust 8
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 8
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 8
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 8
Means Investment Co., Inc. 8
Dialectic Capital Management, Lp 8
Boston Financial Mangement Llc 8
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 8
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 8
Smallwood Wealth Investment Management, LLC 8
Safeguard Financial, LLC 8
SILVER OAK SECURITIES, Inc 8
PKO Investment Management Joint-Stock Co 8
Resurgent Financial Advisors LLC 8
EHP Funds Inc. 8
1620 Investment Advisors, Inc. 8
Headinvest, Llc 8
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 8
Cookson Peirce & Co Inc 8
Kimelman & Baird, LLC 8
New World Fund Inc 8
Triasima Portfolio Management inc. 8
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 8
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 8
Woodmont Investment Counsel Llc 8
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 8
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 8
Castle Wealth Management Llc 8
EdgeRock Capital LLC 8
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 8
Bridgecreek Investment Management, LLC 8
Cullen Capital Management, LLC 8
Ilmarinen Mutual Pension Insurance Co 8
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 8
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 8
Axxcess Wealth Management, Llc 8
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 8
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 8
Wright Managed Equity Trust 8
Epoch Investment Partners, Inc. 8
New America High Income Fund Inc 8
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 8
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 8
Simmons First Trust Co Na 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 8
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 8
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 8
TCF National Bank 8
Romano Brothers And Company 8
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 8
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 8
LifePlan Financial Group, Inc 8
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 8
Patriot Investment Management Inc. 8
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 8
Us Financial Advisors, Llc 8
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 8
Virtus Global Multi-sector Income Fund 8
Patten Group, Inc. 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 8
FirstMerit Bank N A Trustee 8
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 8
Moody Lynn & Lieberson, Llc 8
Deutsche Value Series, Inc 8
North Capital, Inc. 8
Creative Capital Management Investments LLC 8
Chelsea Counsel Co 8
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 8
Corrado Advisors, Llc 8
Fiduciary Alliance LLC 8
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 8
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 8
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 8
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 8
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 8
ABASX - AB TRUST - AB Discovery Value Fund Class A 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 8
Chapin Davis, Inc. 8
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 8
VitalStone Financial, LLC 8
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 8
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 8
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 8
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 8
Integrity Alliance, Llc. 8
Mendota Financial Group, LLC 8
New England Capital Financial Advisors LLC 8
Cushing Mlp Total Return Fund 8
Diversify Advisory Services, LLC 8
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 8
Arrow Investment Advisors, LLC 8
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 8
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 8
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 8
Grimes & Company, Inc. 8
First National Trust Co 8
Capital International Investors 8
Oppenheimer Steelpath Panoramic Fund 8
Proffitt & Goodson Inc 8
Oversea-Chinese Banking CORP Ltd 8
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 8
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 8
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 8
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 8
ISAM Funds (UK) Ltd 8
Dfa Investment Trust Co - The U.s. Large Cap Value Series 8
Chartwell Investment Partners, Llc 8
Strategic Investment Solutions, Inc. /IL 8
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 8
AMF Pensionsforsakring AB 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 8
Meeder Advisory Services, Inc. 8
Nwq Investment Management Company, Llc 8
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 8
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 8
Busey Wealth Management 8
Financial Engines Advisors L.L.C. 8
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 8
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 8
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 8
SPC Financial, Inc. 8
BKD Wealth Advisors, LLC 8
Portman Square Capital LLP 8
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund 8
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 8
Clark Estates Inc/ny 8
Federated Mdt Large Cap Value Fund 8
Eidelman Virant Capital 8
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 8
Keating Investment Counselors Inc 8
STXV - EA Series Trust - Strive 1000 Value ETF 8
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 8
V-Square Quantitative Management LLC 8
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 8
HFM Investment Advisors, LLC 8
Seminole Management Co., Inc. 8
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 8
Ransom Advisory, Ltd 8
Opus Capital Group, LLC 8
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 8
Nilsine Partners, LLC 8
Avalon Trust Co 8
Profunds - Profund Vp Ultrabull 8
Profunds - Profund Vp Bull 8
Profunds - Profund Vp Large-cap Value 8
Sentinel Trust Co Lba 8
Hollow Brook Wealth Management LLC 8
Imprint Wealth LLC 8
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 8
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 8
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 8
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 8
Legg Mason Bw Global Income Opportunities Fund Inc. 8
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 8
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 8
CNRNX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Municipal High Income Fund Class N 8
Focus Financial Network, Inc. 8
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 8
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 8
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 8
IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P 8
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 8
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 8
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 8
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 8
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 8
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 8
Carmignac Gestion 8
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 8
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 8
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 8
Chesley Taft & Associates LLC 8
Genus Capital Management Inc. 8
Philadelphia Trust Co 8
iA Global Asset Management Inc. 8
Paradigm Capital Management Inc/ny 8
ULTRA SERIES FUND - Diversified Income Fund Class I 8
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 8
Halpern Financial, Inc. 8
Towle & Co 8
DecisionPoint Financial, LLC 8
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 8
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 8
Cypress Funds Llc 8
Sumitomo Life Insurance Co 8
BluePath Capital Management, LLC 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 8
Eaton Vance California Municipal Bond Fund 8
Tiaa Trust, National Association 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 8
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 8
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 8
Morningstar Investment Services LLC 8
Roundview Capital LLC 8
Artisan Partners Limited Partnership 8
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 8
FLP Wealth Management, LLC 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 8
Pinnacle Holdings, LLC 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 8
VMAX - Lattice Strategies Trust - Hartford US Value ETF 8
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB 8
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 8
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 8
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 8
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 8
Burns Matteson Capital Management, LLC 8
West Paces Advisors Inc. 8
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 8
Usca All Terrain Fund 8
South Texas Money Management Ltd 8
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 8
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 8
Financial Perspectives, Inc 8
KLCM Advisors, Inc. 8
Premier Path Wealth Partners, LLC 8
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 8
IGNBX - IVY FUNDS - Ivy Natural Resources Fund Class B 8
Sirios Capital Management L P 8
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 8
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 8
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 8
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 8
Cullen Investment Group, Ltd. 8
Eubel Brady & Suttman Asset Management Inc 8
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 8
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 8
Successful Portfolios LLC 8
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 8
Unique Wealth Strategies, LLC 8
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 8
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 8
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 8
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 8
MeadowBrook Investment Advisors LLC 8
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 8
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 8
Midwest Professional Planners, LTD. 8
Catalytic Wealth RIA, LLC 8
Plato Investment Management Ltd 8
Aevitas Wealth Management, Inc. 8
New Age Alpha Advisors, LLC 8
New England Asset Management Inc 8
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 8
Masters Capital Management Llc 8
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 8
Degroof Petercam Asset Management 8
Steadfast Advisors Lp 8
PFMIX - PIMCO FUNDS - PIMCO Municipal Bond Fund Institutional 8
LM Advisors LLC 8
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 8
Main Street Group, LTD 8
Ccm Investment Advisers Llc 8
First Financial Bankshares Inc 8
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 8
Vanguard Capital Wealth Advisors 8
Canal Capital Management, LLC 8
AGF Investments America Inc. 8
AlTi Global, Inc. 8
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 8
Cowen And Company, Llc 8
Seelaus Asset Management LLC 8
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 8
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 8
OneAscent Financial Services LLC 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 8
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 8
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 8
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 8
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 8
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 8
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 8
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 8
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 8
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 8
Marino, Stram & Associates Llc 8
Centerpoint Advisors, LLC 8
Advanced Series Trust - Ast International Growth Portfolio 8
Varma Mutual Pension Insurance Co 8
Traynor Capital Management, Inc. 8
Wealth Alliance Advisory Group, LLC 8
Advanced Series Trust - Ast International Value Portfolio 8
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 8
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 8
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 8
Folger Hill Asset Management LP 8
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 8
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 8
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 8
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 8
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 8
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 8
Pathway Financial Advisors LLC 8
Hc Financial Advisors Inc 8
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 8
Elo Mutual Pension Insurance Co 8
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 8
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 8
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 8
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 8
Change Path, LLC 8
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 8
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 8
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 8
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 8
M Holdings Securities, Inc. 8
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 8
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 8
NOLVX - Northern Funds - Northern Large Cap Value Fund 8
Howard Capital Management Inc. 8
NOSIX - Northern Funds - Northern Stock Index Fund 8
Chesapeake Wealth Management 8
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 8
PACIFIC SELECT FUND - Equity Index Portfolio Class I 8
Greenline Partners, LLC 8
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 8
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 8
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 8
Unigestion Holding SA 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 8
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 8
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 8
Brand Asset Management Group, Inc. 8
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 8
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 8
Avitas Wealth Management LLC 8
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 8
Equitable Trust Co 8
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 8
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 8
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 8
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 8
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 8
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 8
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 8
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 8
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 8
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 8
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 8
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 8
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 8
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 8
LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A 8
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 8
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 8
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 8
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 8
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 8
Dfpg Investments, Llc 8
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 8
Old Republic International Corp 8
Graves-Light Private Wealth Management, Inc. 8
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 8
Allred Capital Management, LLC 8
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 8
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 8
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 8
PENN SERIES FUNDS INC - Index 500 Fund 8
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 8
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 8
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 8
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 8
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 8
Acima Private Wealth, Llc 8
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 8
Tcg Advisors, Lp 8
Securian Funds Trust - SFT Index 500 Fund Class 1 8
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 8
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 8
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 8
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 8
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 8
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 8
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 8
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 8
MBM Wealth Consultants, LLC 8
9258 Wealth Management, LLC 8
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 8
IVIOX - IVA Fiduciary Trust - IVA International Fund Class A 8
GATEX - Gateway Trust - Gateway Fund Class A Shares 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 8
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 8
Thoroughbred Financial Services, Llc 8
Deep Basin Capital LP 8
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 8
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 8
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 8
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 8
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 8
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 8
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 8
Seeyond 8
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 8
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 8
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 8
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 8
Capital Advisory Group Advisory Services, LLC 8
PartnerRe Asset Management CORP 8
Hoover Financial Advisors, Inc. 8
Woodline Partners LP 8
Meridian Wealth Advisors, LLC 8
Center for Financial Planning, Inc. 8
Fernwood Investment Management, LLC 8
GM Advisory Group, Inc. 8
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 8
Capital Wealth Alliance, LLC 8
Hudson Valley Investment Advisors Inc /adv 8
Parcion Private Wealth LLC 8
L2 Asset Management, LLC 8
Osterweis Capital Management Inc 8
Haberer Registered Investment Advisor Inc 8
Platte River Capital LLC 8
Steadfast Capital Management Lp 8
Old West Investment Management, LLC 8
Harvest Fund Advisors LLC 8
InterOcean Capital, LLC 8
Anfield Capital Management, LLC 8
Lyons Wealth Management, LLC. 8
CBIZ Investment Advisory Services, LLC 8
Gabelli Equity Series Funds Inc 8
Cambrian Capital Limited Partnership 8
Camden Capital, LLC 8
Cornerstone Advisory, LLC 8
Westover Capital Advisors, LLC 8
Stokes Family Office, LLC 8
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 8
Saiers Capital, LLC 8
Spdr S&p 500 Etf Trust 8
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 8
Stephenson National Bank & Trust 8
Quaker Wealth Management, LLC 8
Clean Yield Group 8
Samalin Investment Counsel, LLC 8
Howard Wealth Management, Llc 8
XML Financial, LLC 8
MBE Wealth Management, LLC 8
RiverPoint Capital Management, LLC 8
Hourglass Capital, Llc 8
TFG Advisers LLC 8
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 8
Lockheed Martin Investment Management Co 8
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 8
Independent Solutions Wealth Management, LLC 8
Douglas Lane & Associates, LLC 8
Brick & Kyle, Associates 8
Schooner Investment Group, LLC. 8
Exane Asset Management 8
Godsey & Gibb Associates 8
Gerber Kawasaki Wealth & Investment Management 8
Union Bancaire Privee, UBP SA 8
Atalanta Sosnoff Capital, Llc 8
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 8
Tradewinds Global Investors, LLC 8
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 8
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 8
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 7
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 7
Birmingham Capital Management Co Inc/al 7
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 7
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 7
First American Trust, Fsb 7
CPI - IndexIQ ETF Trust - IQ Real Return ETF 7
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 7
TruNorth Capital Management, LLC 7
Weatherly Asset Management L. P. 7
USVT - Ultimus Managers Trust - US VALUE ETF 7
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 7
Reuter James Wealth Management, Llc 7
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N 7
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 7
Financial Life Planners 7
United Community Bank 7
KEAT - EA Series Trust - Keating Active ETF 7
Rogco, Lp 7
NEOS Investment Management LLC 7
Oak Thistle LLC 7
EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A 7
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 7
Nuveen Multi-market Income Fund 7
Narwhal Capital Management 7
Burke & Herbert Bank & Trust Co 7
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 7
Senator Investment Group LP 7
Augustine Asset Management Inc 7
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 7
Level Financial Advisors, Inc. 7
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 7
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 7
Mpwm Advisory Solutions, Llc 7
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7
American Assets Investment Management, LLC 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 7
Susquehanna International Group Ltd. 7
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 7
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 7
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 7
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 7
American Capital Advisory, LLC 7
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 7
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 7
University Of Texas/texas Am Investment Managment Co 7
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 7
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 7
Ostrum Asset Management 7
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 7
Marathon Capital Management 7
One River Asset Management, LLC 7
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 7
Sanibel Captiva Trust Company, Inc. 7
Campbell Wealth Management 7
Moss Adams Wealth Advisors LLC 7
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 7
Whalerock Point Partners, Llc 7
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 7
Semper Trust Co. 7
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 7
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 7
BRAMX - Blackrock Allocation Target Shares - Bats Series M 7
Mechanics Bank Trust Department 7
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 7
EXFLX - EATON VANCE INVESTMENT TRUST - Eaton Vance Floating-Rate Municipal Income Fund Class A 7
Diligent Investors, LLC 7
Beacon Trust Co 7
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 7
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 7
Blackrock California Municipal Income Trust 7
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 7
Cognios Capital, LLC 7
Highfields Capital Management Lp 7
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 7
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 7
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 7
Marshall & Sterling Wealth Advisors Inc. 7
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 7
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 7
Thompson Investment Management, Inc. 7
Western Asset Management Company, LLC 7
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 7
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 7
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 7
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 7
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 7
Carderock Capital Management Inc 7
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 7
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 7
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 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
Asset Advisors Corp 7
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 7
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 7
Financial Synergies Wealth Advisors, Inc. 7
Marketocracy Funds 7
Murphy Capital Management Inc 7
Private Capital Management Inc 7
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 7
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 7
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 7
Cutler Capital Management, LLC 7
Pegasus Partners Ltd. 7
S.A. Mason LLC 7
Trust Point Inc. 7
Enterprise Trust & Investment Co 7
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 7
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 7
Gilder Gagnon Howe & Co Llc 7
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 7
Third Point LLC 7
Fortem Financial Group, Llc 7
Cubic Asset Management, LLC 7
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 7
Randolph Co Inc 7
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 7
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 7
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 7
Monument Capital Management 7
Canandaigua National Bank & Trust Co 7
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 7
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 7
DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I 7
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 7
Actinver Wealth Management, Inc. 7
Turtle Creek Wealth Advisors, LLC 7
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 7
Community Financial Services Group, LLC 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 7
PrairieView Partners, LLC 7
Tyche Wealth Partners LLC 7
Carmichael Hill & Associates, Inc. 7
Painted Porch Advisors LLC 7
Aspen Investment Management Inc 7
Blue Fin Capital, Inc. 7
Peddock Capital Advisors, Llc 7
St Germain D J Co Inc 7
Buckley Wealth Management, LLC 7
Naples Money Management LLC 7
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 7
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 7
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 7
Bornite Capital Management LP 7
Lodestar Investment Counsel Llc/il 7
Keebeck Wealth Management, LLC 7
First National Bank of Mount Dora, Trust Investment Services 7
Valicenti Advisory Services Inc 7
Centric Wealth Management 7
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 7
SCIU - Global X Funds - Global X Scientific Beta US ETF 7
Fiduciary Financial Services Of The Southwest Inc /tx 7
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 7
Patton Albertson Miller Group, Llc 7
Founders Financial Securities Llc 7
Semanteon Capital Management, LP 7
Keystone Financial Group 7
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 7
Mufg Securities Americas Inc. 7
Chase Investment Counsel Corp 7
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 7
Pinnacle Wealth Advisors 7
Rockland Trust Co 7
Skba Capital Management Llc 7
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 7
Hilton Capital Management, LLC 7
Putnam Global Natural Resources Fund 7
Corsicana & Co. 7
NSMMX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Municipal Bond Fund Class A 7
Family Capital Trust Co 7
Hcim Trust 7
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 7
First Business Financial Services, Inc. 7
Keeley Asset Management Corp 7
Quantessence Capital LLC 7
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 7
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 7
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 7
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 7
Horrell Capital Management, Inc. 7
River & Mercantile Asset Management Llp 7
Pensionfund DSM Netherlands 7
Signature Resources Capital Management, LLC 7
Sound View Wealth Advisors Group, LLC 7
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 7
Invst, LLC 7
PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund 7
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 7
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 7
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 7
Voya Asia Pacific High Dividend Equity Income Fund 7
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 7
Voya International High Dividend Equity Income Fund 7
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 7
Carillon Tower Advisers, Inc. 7
Quotient Wealth Partners, LLC 7
D. Scott Neal, Inc. 7
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 7
E&G Advisors, LP 7
Sierra Capital LLC 7
StellarOne CORP 7
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 7
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 7
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 7
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 7
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 7
Heron Financial Group, Llc 7
Poehling Capital Management, LLC 7
Hennion & Walsh Asset Management, Inc. 7
Tidemark, LLC 7
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 7
Wallington Asset Management, LLC 7
Bank & Trust Co 7
Templeton Emerging Markets Fund 7
Mairs & Power Inc 7
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 7
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 7
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 7
F&V Capital Management, LLC 7
Ninety One North America, Inc. 7
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 7
Legend Financial Advisors, Inc. 7
Energy Income Partners, LLC 7
Capitolis Advisors LLC 7
Modern Wealth Management, LLC 7
Dean Investment Associates, Llc 7
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 7
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 7
Alaethes Wealth LLC 7
Magnolia Capital Advisors Llc 7
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 7
EntryPoint Capital, LLC 7
Harbor Asset Planning, Inc. 7
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 7
Patton Fund Management, Inc. 7
ENDW - EA Series Trust - Cambria Endowment Style ETF 7
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 7
Aft, Forsyth & Company, Inc. 7
Reaves W H & Co Inc 7
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 7
Piscataqua Savings Bank 7
Royce & Associates Lp 7
Steinberg Global Asset Management 7
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 7
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 7
Gleason Group, Inc. 7
Fulcrum Equity Management 7
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 7
Canada Post Corp Registered Pension Plan 7
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 7
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 7
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 7
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 7
Coyle Financial Counsel LLC 7
Armbruster Capital Management, Inc. 7
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 7
Bowen Hanes & Co Inc 7
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 7
PRFSX - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. 7
Ballast Advisors Llc 7
Capital Impact Advisors, LLC 7
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 7
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 7
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 7
Analyst IMS Investment Management Services Ltd. 7
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 7
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 7
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 7
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 7
Main Street Financial Solutions, LLC 7
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 7
First Command Advisory Services, Inc. 7
Invesco Municipal Trust 7
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 7
J. Safra Sarasin Holding AG 7
First Financial Bank - Trust Division 7
Tranquility Partners, LLC 7
Kozak & Associates, Inc. 7
Westend Capital Management LLC 7
Telemark Asset Management, LLC 7
Columbia Asset Management 7
Onefund, Llc 7
Holos Integrated Wealth LLC 7
Foster Dykema Cabot & Partners, Llc 7
Blueprint Investment Partners LLC 7
DAINX - Dunham Funds - Dunham International Stock Fund Class A 7
Chessman Wealth Strategies Ria 7
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 7
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 7
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 7
FJ Investments, LLC 7
Fca Corp /tx 7
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 7
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 7
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 7
Beacon Financial Group 7
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 7
Woodard & Co Asset Management Group Inc /adv 7
Quest 10 Wealth Builders, Inc. 7
Winnow Wealth Llc 7
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 7
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 7
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 7
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 7
Demars Financial Group, LLC 7
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 7
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 7
WFA of San Diego, LLC 7
Vista Private Wealth Partners. LLC 7
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 7
Hoese & Co LLP 7
West Coast Financial LLC 7
Cito Capital Group, LLC 7
Close Asset Management Ltd 7
Menard Financial Group LLC 7
EAM Investors, LLC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 7
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 7
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 7
TOPTX - Managed Portfolio Series - Tortoise Energy Evolution Fund A Class Shares 7
Marcum Wealth, LLC 7
Clarus Group, Inc. 7
Starfire Investment Advisers, Inc. 7
DHJJ Financial Advisors, Ltd. 7
Green Harvest Asset Management LLC 7
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 7
Corsair Capital Management, L.p. 7
MidWestOne Financial Group, Inc. 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 7
Sovereign Financial Group, Inc. 7
Bedrijfstakpensioenfonds Voor De Media Pno 7
Carret Asset Management, Llc 7
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 7
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 7
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 7
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 7
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 7
VCULX - VALIC Co I - Growth Fund 7
Summit X, LLC 7
AlphaStar Capital Management, LLC 7
Bamco Inc /ny/ 7
Sfmg, Llc 7
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 7
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 7
Atlas Private Wealth Advisors 7
Chemung Canal Trust Co 7
Abacus Planning Group, Inc. 7
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 7
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 7
Cornerstone Advisors, LLC 7
Sage Capital Advisors,llc 7
Chatham Capital Group, Inc. 7
Strategic Capital Alternatives LLC 7
Lombard Odier & Cie (Canada), Limited Partnership 7
Winthrop Partners - Wny, Llc 7
MSD Partners, L.P. 7
Dymon Asia Capital (singapore) Pte. Ltd. 7
Bfsg, Llc 7
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 7
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 7
Charter Oak Capital Management, LLC 7
Soltis Investment Advisors LLC 7
CFO4Life Group, LLC 7
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 7
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 7
Harvest Group Wealth Management, Llc 7
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 7
JS Capital Management LLC 7
Mobius Capital Management, Llc 7
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 7
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 7
EFG Asset Management (Americas) Corp. 7
Beacon Investment Advisory Services, Inc. 7
Adams Wealth Management 7
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 7
Hunter Associates Investment Management Llc 7
Df Dent & Co Inc 7
Hobbs Group Advisors, LLC 7
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 7
Morse Asset Management, Inc 7
Aviso Financial Inc. 7
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 7
GTFBX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Georgia Tax-Free Bond Fund 7
SA FUNDS INVESTMENT TRUST - SA International Value Fund 7
Beese Fulmer Investment Management, Inc. 7
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 7
Mariner Investment Group Llc 7
1776 Wealth LLC 7
Paradigm Financial Advisors, LLC 7
IWM - iSHARES TRUST - iShares Russell 2000 ETF 7
Richards, Merrill & Peterson, Inc. 7
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 7
Lionsbridge Wealth Management LLC 7
Tuscan Ridge Asset Management Llc 7
Veracity Capital LLC 7
LGPIX - Profunds - Large-cap Growth Profund Investor Class 7
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 7
Resona Asset Management Co.,Ltd. 7
Harbor Financial Services, Llc 7
Boston Common Asset Management, LLC 7
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 7
Silvant Capital Management LLC 7
Almanack Investment Partners, LLC. 7
Cypress Capital, LLC 7
Reby Advisors, LLC 7
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 7
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 7
Liberty Capital Management, Inc. 7
CAMG Solamere Management, LLC 7
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 7
Stuart Chaussee & Associates, Inc. 7
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 7
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 7
Intersect Capital LLC 7
Argent Financial Group, Inc. 7
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 7
Atlas Private Wealth Management 7
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 7
Bach Investment Advisors Ltd 7
Doheny Asset Management /ca 7
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 7
Isthmus Partners, Llc 7
NMIEX - Northern Funds - Active M International Equity Fund 7
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 7
NOIEX - Northern Funds - Northern Income Equity Fund 7
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 7
GQG Partners LLC 7
Uniting Wealth Partners, LLC 7
Rocky Mountain Advisers, Llc 7
Horizon Bancorp Inc /in/ 7
NOLCX - Northern Funds - Northern Large Cap Core Fund 7
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 7
Oder Investment Management, LLC 7
Merrion Investment Management Co, LLC 7
Sigma Capital Management Llc 7
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 7
CSTMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Short-Term Municipal Fund Share class 7
SFY - Tidal ETF Trust - SoFi Select 500 ETF 7
Firestone Capital Management 7
PACIFIC SELECT FUND - Comstock Portfolio Class I 7
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 7
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 7
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 7
Sustainable Insight Capital Management, LLC 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 7
Monticello Wealth Management, Llc 7
Bcm Advisors, Llc 7
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 7
TBH Global Asset Management, LLC 7
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 7
Crews Bank & Trust 7
Numina Capital Management, LLC 7
Perpetual Investment Management Ltd 7
Accuvest Global Advisors 7
Bronson Point Management LLC 7
Decatur Capital Management, Inc. 7
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 7
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 7
Fedenia Advisers LLC 7
Northwest Quadrant Wealth Management, LLC 7
GlobalBridge, Inc. 7
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 7
Triangle Securities Wealth Management 7
55i, Llc 7
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 7
Hoey Investments, Inc 7
QGMIX - AQR Funds - AQR Global Macro Fund Class I 7
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 7
Belmont Capital, LLC 7
Pflug Koory, LLC 7
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 7
Boenning & Scattergood, Inc. 7
Zions Trust, National Association 7
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 7
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 7
DCM Advisors, LLC 7
Foundations Investment Advisors, LLC 7
Stableford Capital Ii Llc 7
Green Owl Capital Management, LLC 7
Torch Wealth Management LLC 7
Tiger Eye Capital LLC 7
Concorde Asset Management, LLC 7
BRASX - Blackrock Allocation Target Shares - Bats Series S 7
LMR Master Fund Ltd 7
Sunnymeath Asset Management, Inc. 7
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 7
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 7
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 7
Sabal Trust CO 7
Duquesne Family Office LLC 7
JT Stratford LLC 7
Federated Core Trust Ii 7
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 7
McCarthy Asset Management, Inc. 7
United Capital Management of KS, Inc. 7
ForthRight Wealth Management, LLC 7
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 7
VanEck Funds 7
Rainier Group Investment Advisory LLC 7
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 7
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 7
Pinnacle Wealth Management Advisory Group, LLC 7
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 7
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 7
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 7
Murchinson Ltd. 7
Aureus Asset Management, LLC 7
Paragon Wealth Strategies, LLC 7
JPICX - JPMorgan Trust I - JPMorgan California Tax Free Bond Fund Class I 7
Meyer Handelman Co 7
OSTAX - JPMORGAN TRUST II - JPMorgan Short-Intermediate Municipal Bond Fund Class A 7
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 7
AIA Group Ltd 7
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 7
Ti-trust, Inc 7
LSDAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration Tax Free Fund Class A 7
Bell Rock Capital Llc 7
Norway Savings Bank 7
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 7
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares 7
Knuff & Co LLC 7
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 7
Brendel Financial Advisors LLC 7
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 7
Hellman Jordan Management Co Inc /ma/ 7
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 7
American Research & Management Co. 7
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 7
ELCO Management Co., LLC 7
FITAX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Income Fund Class A 7
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 7
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 7
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF 7
TruWealth Advisors, LLC 7
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 7
MITFX - BMO FUNDS, INC. - BMO Intermediate Tax-Free Fund Class Y 7
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 7
EIINX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Opportunities Fund Class R6 7
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 7
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 7
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 7
Delta Investment Management, LLC 7
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 7
Landsberg, Bennett, & Dubbaneh LLC 7
Steel Peak Wealth Management LLC 7
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 7
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 7
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 7
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 7
Advisor Consultant Network Inc 7
MML Series Investment Fund II - MML Asset Momentum Fund Class II 7
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 7
UNIVEST FINANCIAL Corp 7
Ironwood Financial, llc 7
Inlet Private Wealth, LLC 7
Ws Management Lllp 7
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 7
Wendell David Associates Inc 7
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 7
Goodwin Investment Advisory 7
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 7
Arvest Trust Co N A 7
AlphaCore Capital LLC 7
Baring International Investment Ltd 7
Transform Wealth, LLC 7
Blue Bell Private Wealth Management, Llc 7
Iron Horse Wealth Management, LLC 7
ACVF - ETF Opportunities Trust - American Conservative Values ETF 7
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 7
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 7
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 7
Cohen Capital Management, Inc. 7
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 7
MEMBERS Trust Co 7
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 7
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 7
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 7
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 7
Hardy Reed LLC 7
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 7
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 7
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 7
Roman Butler Fullerton & Co 7
PENN SERIES FUNDS INC - Developed International Index Fund 7
Grandview Asset Management LLC 7
Jackson, Grant Investment Advisers, Inc. 7
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 7
National Investment Services Inc /wi 7
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 7
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 7
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 7
KAMES CAPITAL management Ltd 7
Tobias Financial Advisors, Inc. 7
Parasol Investment Management, LLC 7
SkyOak Wealth, LLC 7
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 7
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 7
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 7
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 7
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 7
Kentucky Trust Co 7
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 7
Signator Financial Services, Inc. 7
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 7
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 7
Vima Llc 7
CRA Financial Services, LLC 7
Allstate Investment Management Co 7
Putnam Municipal Opportunities Trust 7
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 7
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 7
Penn Capital Management Co Inc 7
Princeton Capital Management Llc 7
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 7
Beverly Hills Private Wealth, LLC 7
Delta Financial Group, Inc. 7
Eisler Capital (US) LLC 7
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 7
Nicolet Advisory Services, Llc 7
Penobscot Investment Management Company, Inc. 7
VACVX - VALIC Co II - Large Cap Value Fund 7
New Hampshire Trust 7
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 7
Rakuten Investment Management, Inc. 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 7
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 7
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 7
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 7
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 7
Ethos Financial Group, LLC 7
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 7
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 7
Team Hewins, LLC 7
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 7
BLB&B Advisors, LLC 7
Banyan Partners, LLC 7
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 7
Legg Mason Investment Counsel & Trust Co., N.A. 7
Cedar Mountain Advisors, LLC 7
Strategic Investment Advisors / MI 7
TAP Consulting, LLC 7
Segantii Capital Management Ltd 7
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 7
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 7
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 7
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 7
Regent Investment Management LLC 7
Costello Asset Management, INC 7
Mizuho Securities Usa Llc 7
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 7
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 7
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 7
Cyndeo Wealth Partners, LLC 7
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 7
Edge Capital Group, LLC 7
Oppenheimer Dividend Opportunity Fund 7
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 7
Nexus Asset Management LLC 7
Central Pacific Bank - Trust Division 7
Leisure Capital Management 7
Daymark Wealth Partners, Llc 7
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 7
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 7
Western Financial Corp/CA 7
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 7
Catalyst Financial Partners Llc 7
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 7
VSM Wealth Advisory, LLC 7
Patten & Patten Inc/tn 7
Arvest Bank Trust Division 7
Sheets Smith Wealth Management 7
Virtus Total Return Fund Inc. 7
Cedar Brook Financial Partners, LLC 7
STRV - EA Series Trust - Strive 500 ETF 7
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 7
Chilton Investment Co Llc 7
Westbourne Investment Advisors, Inc. 7
Achievement Holdings L.P. 7
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 7
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 7
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 7
Thornburg Investment Management Inc 7
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 7
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 7
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 7
Brewin Dolphin Wealth Management Ltd 7
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 7
Boston Family Office Llc 7
Nicholas Investment Partners, LP 7
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 7
Cobblestone Capital Advisors Llc /ny/ 7
Gary Goldberg Planning Services Inc 7
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 7
Czech National Bank 7
Beutel, Goodman & Co Ltd. 7
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 7
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 7
Calamos Wealth Management LLC 7
Mountain Pacific Investment Advisers Inc/id 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 7
Mitchell Capital Management Co 7
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 7
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 7
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 7
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 7
Founders Bank & Trust 7
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 7
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 7
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 7
Filbrandt Wealth Management, LLC 7
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 7
Aberdeen Global Income Fund Inc 7
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 7
Waters Parkerson & Co., Llc 7
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 7
Orleans Capital Management Corp/la 7
Davis R M Inc 7
Montgomery Investment Management Inc 7
Northwest Bancshares, Inc. 7
Tower Bridge Advisors 7
Odey Asset Management Group Ltd 7
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 7
Aspiriant, Llc 7
ORFN - Tidal ETF Trust - Constrained Capital ESG Orphans ETF 7
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 7
Willis Investment Counsel 7
Global Assets Advisory, LLC 7
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 7
Fifth Third Wealth Advisors LLC 7
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 7
Reston Wealth Management Llc 7
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 7
Tradewinds, LLC. 7
EENAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Energy and Natural Resources Fund Class A 7
CMT Asset Management Ltd 7
Dividend & Income Fund 7
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 7
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 7
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 7
Azimuth Capital Investment Management LLC 7
M&G Plc 7
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 7
Rexford Capital Inc 7
Azimuth Capital Management LLC 7
Peconic Partners Llc 7
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 7
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 7
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 7
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 7
25 Llc 7
Novare Capital Management Llc 7
Gwn Securities Inc. 7
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund 7
SMITH HAYES Advisers, Inc 7
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 7
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 7
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 7
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A 7
Cornerstone Strategic Value Fund Inc 7
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 7
Cornerstone Total Return Fund Inc 7
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 7
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 7
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 7
Water Island Capital Llc 7
Check Capital Management Inc/ca 7
Birchbrook, Inc. 7
Greenfield Savings Bank 7
Profunds - Profund Vp Large-cap Growth 7
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 7
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 7
Greenwich Wealth Management LLC 7
Ruggaard & Associates LLC 7
Semper Augustus Investments Group Llc 7
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 7
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 7
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 7
Truehand, Inc 7
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 7
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 7
Blackrock Enhanced Global Dividend Trust 7
La Banque Postale Asset Management SA 7
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 7
Markston International Llc 7
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 7
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 7
Saudi Central Bank 7
Western Asset Premier Bond Fund 7
Pine Valley Investments Ltd Liability Co 7
National Wealth Management Group, LLC 7
Principal Street Partners, LLC 7
Angeles Wealth Management, Llc 7
Fund Management at Engine No. 1 LLC 7
Anchorage Capital Group, L.L.C. 7
Lombard Odier & Cie (Bahamas) Ltd 7
Forsta Ap-fonden 7
Alpine Total Dynamic Dividend Fund 7
Mizuho Securities Co. Ltd. 7
Sather Financial Group Inc 7
Atala Financial Inc 7
Cladis Investment Advisory, LLC 7
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 7
Ironsides Asset Advisors, LLC 7
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 7
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 7
Jackson Creek Investment Advisors LLC 7
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 7
RBA Wealth Management, LLC 7
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 7
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 7
Provence Wealth Management Group 7
PUTNAM FUNDS TRUST - Putnam Short-Term Municipal Income Fund CLASS A 7
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 7
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 7
First National Bank of South Miami 7
Alpine Series Trust 7
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 7
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 7
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 7
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 7
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 7
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 7
Empower Advisory Group, LLC 7
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 7
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 7
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 7
Fishman Jay A Ltd/mi 7
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 7
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 7
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 7
Nalls Sherbakoff Group, Llc 7
GOFIX - GMO TRUST - GMO Resources Fund Class III 7
Baldwin Investment Management, LLC 7
Indices-Pac Research Corp. 7
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 7
Ifrah Financial Services, Inc. 7
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 7
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 7
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 7
Kmg Fiduciary Partners, Llc 7
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 7
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 7
Comprehensive Financial Consultants Institutional, Inc. 7
Smith, Moore & Co. 7
Farmers & Merchants Trust Co of Long Beach 7
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 7
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 7
Hemenway Trust Co LLC 7
Meixler Investment Management, Ltd. 7
Total Wealth Planning & Management, Inc. 7
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 7
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 7
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 7
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 7
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 7
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 7
Karpas Strategies, Llc 7
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 7
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 7
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 7
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 7
Mystic Asset Management, Inc. 7
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 7
Livelsberger Financial Advisory 7
Prevail Innovative Wealth Advisors, Llc 7
Dogwood Wealth Management LLC 7
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 7
First Community Trust Na 7
Lake Street Financial Llc 7
Constellation Wealth Advisors, LLC 7
Sendero Wealth Management, LLC 7
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 7
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 7
Canyon Capital Advisors Llc 7
Howland Capital Management Llc 7
Sowa Financial Group, Inc. 7
Guardian Wealth Management, Inc. 7
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 7
Deuterium Capital Management, LLC 7
Tilia Fiduciary Partners, Inc. 7
Clifford Swan Investment Counsel Llc 7
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 7
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 7
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 7
FUKOKU MUTUAL LIFE INSURANCE Co 7
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 7
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 7
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 7
Everett Harris & Co /ca/ 7
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 7
Keystone Wealth Services, LLC 7
Bar Harbor Trust Services 7
Morgan Stanley India Investment Fund, Inc. 7
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 7
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 7
Kenfarb & Co. 7
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 7
Thor Advisors, Llc 7
Fidelity Multi-Strategy Credit Fund 7
Vista Investment Partners Llc 7
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 7
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class 7
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 7
Westchester Capital Management, Inc. 7
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 7
Financial Connections Group, Inc. 7
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 7
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 7
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 7
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 7
Blue Chip Partners, Inc. 7
Barings Participation Investors 7
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 7
Red Tortoise LLC 7
Industrial Alliance Investment Management Inc. 7
Boulder Hill Capital Management Lp 7
FMHI - First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 7
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 7
Magnus Financial Group LLC 7
First United Bank Trust/ 7
Cornerstone Advisors Inc 7
FRG Family Wealth Advisors LLC 7
B & T Capital Management DBA Alpha Capital Management 7
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 7
KG&L Capital Management,LLC 7
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 7
NorthCrest Asset Manangement, LLC 7
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 7
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 7
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 7
Nuveen High Income 2020 Target Term Fund 7
Aspect Partners, LLC 7
Mangrove Partners 7
Institutional Investment Strategy Fund 7
Portolan Capital Management, LLC 7
Cynosure Management, Llc 7
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 7
Signature Estate & Investment Advisors Llc 7
ORG Wealth Partners, LLC 7
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 7
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 7
Jabre Capital Partners S.A. 7
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 7
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 7
Trust Co Of Oklahoma 7
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 7
Allianz Se 7
Pillar Pacific Capital Management Llc 7
Scissortail Wealth Management, LLC 7
Stamos Capital Partners, L.p. 7
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 7
Pathway Financial Advisers, LLC 7
YHB Investment Advisors, Inc. 7
Ahl Investment Management, Inc. 7
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 7
Vermillion Wealth Management, Inc. 7
Buck Wealth Strategies, LLC 7
Peterson Financial Group, Inc. 7
S&t Bank/pa 7
Carnick & Kubik, LLC 7
Widmann Financial Services, Inc. 7
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 7
Fort Sheridan Advisors Llc 6
Soroban Capital Partners LP 6
Goodwin Daniel L 6
Paragon Associates & Paragon Associates Ii Joint Venture 6
Select Equity Group, L.P. 6
Ion Asset Management Ltd. 6
Wcm Investment Management, Llc 6
Manatuck Hill Partners, LLC 6
Teachers Insurance & Annuity Association Of America 6
Dodge & Cox 6
Highland Capital Management Fund Advisors, L.p. 6
Harris Associates L P 6
Penbrook Management LLC 6
Canal Insurance CO 6
Ada Investment Management, LP 6
Accident Compensation Corp 6
Greenwood Gearhart Inc 6
Aldebaran Financial Inc. 6
Beach Investment Management, LLC. 6
Elliott Management Corporation 6
Barr E S & Co 6
Capital International Sarl 6
Capital International Ltd /ca/ 6
Mcmillion Capital Management Inc 6
Compton Capital Management Inc /ri 6
Farr Miller & Washington Llc/dc 6
SCS Capital Management LLC 6
Capital Directions Investment Advisors, LLC 6
Argent Trust Co 6
Budros, Ruhlin & Roe, Inc. 6
Birinyi Associates Inc 6
Opus Investment Management Inc 6
Tradition Capital Management Llc 6
Bragg Financial Advisors, Inc 6
Cowen Prime Services LLC 6
Edge Asset Management, Inc 6
Madison Investment Holdings Inc 6
SFE Investment Counsel 6
Pacific Heights Asset Management Llc 6
Vaughan David Investments Inc/il 6
Sigma Investment Counselors Inc 6
Baxter Bros Inc 6
Auxier Asset Management 6
Seizert Capital Partners, Llc 6
Cadinha & Co Llc 6
Holderness Investments Co 6
RELIANCE TRUST Co 6
Letko, Brosseau & Associates Inc 6
Douglass Winthrop Advisors, LLC 6
Buffington Mohr McNeal 6
Geller Advisors LLC 6
Richard C. Young & CO., LTD. 6
Pzena Investment Management Llc 6
Boys Arnold & Co Inc 6
Insight 2811, Inc. 6
WMS Partners, LLC 6
Court Place Advisors, LLC 6
BARING ASSET MANAGEMENT Ltd 6
Schwartz Investment Counsel Inc 6
Investment Partners, Ltd. 6
Gamble Jones Investment Counsel 6
Aull & Monroe Investment Management Corp 6
Paragon Capital Management LLC 6
IFC Holdings Incorporated/FL 6
Telos Capital Management, Inc. 6
Lowe Wealth Advisors, LLC 6
Iberiabank Corp 6
Delek Group, Ltd. 6
Braun Stacey Associates Inc 6
Axiom International Investors Llc /de 6
Pax World Management Llc 6
Dearborn Partners Llc 6
Vertex One Asset Management Inc. 6
Maryland Capital Management 6
Bbr Partners, Llc 6
Greatmark Investment Partners, Inc. 6
Edmond De Rothschild Asset Management (france) 6
First Commonwealth Financial Corp /pa/ 6
Delphi Management Inc /ma/ 6
NJ State Employees Deferred Compensation Plan 6
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 6
Swift Run Capital Management, LLC 6
Ntv Asset Management Llc 6
Sharkey, Howes & Javer 6
Hgk Asset Management Inc 6
Monetta Financial Services Inc 6
Scott & Selber, Inc. 6
Nbw Capital Llc 6
Inr Advisory Services Llc 6
Fiduciary Group LLC 6
Eads & Heald Wealth Management 6
Argyle Capital Management Inc. 6
Cobiz Investment Management, Llc 6
Old Dominion Capital Management Inc 6
Caz Investments Lp 6
Callahan Advisors, LLC 6
Hengehold Capital Management Llc 6
Rand Wealth, Llc 6
North Point Portfolio Managers Corp/oh 6
High Point Bank & Trust Co 6
Naples Global Advisors, Llc 6
Selway Asset Management 6
Susquehanna Trust & Investment Co 6
Montecito Bank & Trust 6
Trust Co Of Virginia /va 6
Goodman Financial Corp 6
Biondo Investment Advisors, LLC 6
Sanders Capital, LLC 6
Barry Investment Advisors, LLC 6
Schmidt P J Investment Management Inc 6
Private Wealth Advisors, Inc. 6
Capital Planning Advisors, LLC 6
Spectrum Asset Management, Inc. (NB/CA) 6
Douglas C. Lane & Associates, Inc. 6
United Bank 6
New England Investment & Retirement Group, Inc. 6
Factory Mutual Insurance Co 6
Dumont & Blake Investment Advisors Llc 6
Wunderlich Capital Managemnt 6
Martin Currie Ltd 6
Marathon Asset Management Lp 6
American Trust Investment Advisors, LLC 6
Fore Research & Management, LP 6
Maple Capital Management, Inc. 6
Atherton Lane Advisers, Llc 6
Colrain Capital Llc 6
Inverness Counsel Llc /ny/ 6
McKinley Carter Wealth Services, Inc. 6
Granite Investment Advisors, LLC 6
Annex Advisory Services, LLC 6
Flossbach Von Storch Ag 6
Fort Pitt Capital Group, Llc 6
Bennicas & Associates, Inc. 6
Jolley Asset Management, LLC 6
Farmers Trust Co 6
Litman Gregory Asset Management LLC 6
Oakwood Capital Management Llc/ca 6
Appleton Partners Inc/ma 6
Financial Advisory Service, Inc. 6
Center Coast Capital Advisors, LP 6
Cheyne Capital Management (UK) LLP 6
Jacobs & Co/ca 6
Three Peaks Capital Management, LLC 6
Lvm Capital Management Ltd/mi 6
Iowa State Bank 6
Knowledge Leaders Capital, LLC 6
ID Management A/S 6
Van Cleef Asset Management,Inc 6
Pure Financial Advisors, Inc. 6
Private Asset Management Inc 6
Amarillo National Bank 6
Palo Capital, Inc. 6
Wall Street Access Asset Management, LLC 6
Reynders McVeigh Capital Management, LLC 6
Autus Asset Management, LLC 6
Sterling Global Strategies LLC 6
Wealth Architects, LLC 6
Hartline Investment Corp/ 6
Teilinger Capital Ltd. 6
NINE MASTS CAPITAL Ltd 6
Wolf Group Capital Advisors 6
Capital Investment Counsel, Inc 6
Trust CO of the Ozarks 6
Northeast Financial Consultants Inc 6
Covington Investment Advisors Inc. 6
Tiemann Investment Advisors, Llc 6
Town & Country Bank & Trust CO dba First Bankers Trust CO 6
Power Corp of Canada 6
Btr Capital Management Inc 6
iAB Financial Bank 6
Summit Financial Wealth Advisors, LLC 6
Berkshire Asset Management Llc/pa 6
Cape Cod Five Cents Savings Bank 6
Curbstone Financial Management Corp 6
Wilen Investment Management Corp. 6
Corbyn Investment Management Inc/md 6
Capital International Inc /ca/ 6
Somerset Trust Co 6
Hills Bank & Trust Co 6
Loeb Partners Corp 6
RWC Asset Management LLP 6
Somerville Kurt F 6
Kidder Stephen W 6
Notis-McConarty Edward 6
Parametric Risk Advisors LLC 6
Forester Capital Management, LTD 6
Sentinel Asset Management, Inc. 6
LVW Advisors, LLC 6
Yakira Capital Management, Inc. 6
Argent Trust Company, N.a. 6
Smith, Salley & Associates 6
Jamison Eaton & Wood Inc /nj 6
Bank of Kentucky, Inc. 6
Wood Asset Management Inc 6
PARK CIRCLE Co 6
Lcnb Corp 6
Salient MF Trust 6
Kohlberg Kravis Roberts & Co. L.P. 6
Granite Investment Partners, LLC 6
Arlington Capital Management, Inc. 6
Brightworth 6
Elefante Michael B 6
Samsung Asset Management (New York), Inc. 6
Dominick & Dominick LLC 6
RKL Wealth Management LLC 6
Marshall & Sullivan Inc /wa/ 6
Godshalk Welsh Capital Management, Inc. 6
Ally Financial Inc. 6
LVZ Advisors, Inc. 6
Bocage Capital, LLC 6
Pring Turner Capital Group Inc 6
Guardian Capital Advisors Lp 6
Suvretta Capital Management, Llc 6
Lumina Fund Management LLC 6
Clearbridge, Llc 6
Kelly Lawrence W & Associates Inc/ca 6
Teewinot Capital Advisers, L.L.C. 6
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 6
Orbitronix, LP 6
Stelac Advisory Services LLC 6
Zweig Advisers Llc 6
Gardner Russo & Quinn Llc 6
Spectrum Advisory Services Inc 6
Congress Asset Management Co /ma 6
Ray Gerald L & Associates Ltd 6
Schnieders Capital Management Llc 6
Physicians Financial Services, Inc. 6
Deimos Asset Management LLC 6
Shoker Investment Counsel, Inc. 6
Friess Associates Llc 6
Catapult Capital Management Llc 6
Premier Fund Managers Ltd 6
Valley National Bancorp 6
First Citizens Bancorporation Inc 6
Vermillion Asset Management LLC 6
Telluride Asset Management LLC 6
WCG Management, L.P. 6
Marathon Capital Management 6
Cascade Investment Advisors, Inc. 6
Nicholas Hoffman & Company, LLC. 6
Rock Creek Group, LP 6
Stanford Investment Group, Inc. 6
Clearwater Capital Advisors, LLC 6
Asset Planning Services, Ltd. 6
Aveo Capital Partners, LLC 6
Radnor Capital Management, LLC 6
Key Square Capital Management LLC 6
WP Advisors, LLC 6
DLD Asset Management, LP 6
Virtus Alternative Investment Advisers, Inc. 6
Blenheim Capital Management, BV 6
LeJeune Puetz Investment Counsel LLC 6
Narus Financial Partners, LLC 6
Flaharty Asset Management, LLC 6
PHH Investments, Ltd. 6
New Perspective Fund 6
Elkhorn Investments, LLC 6
Dunvegan Associates, Inc. 6
Vivaldi Capital Management, LLC 6
First Financial Equity Corporation 6
Gilbert & Cook, Inc. 6
Peak Capital Management Llc 6
Delta Lloyd Asset Management N.v. 6
Garner Asset Management Corp 6
Ackerman Capital Advisors, LLC 6
Pinnacle Family Advisors, LLC 6
Security National Bank 6
Sompo Japan Nipponkoa Asset Management Co.,ltd. 6
Landaas & Co /wi /adv 6
Lester Murray Antman dba SimplyRich 6
Rainier Investment Management Mutual Funds 6
Claymore Exchange-traded Fund Trust 2 6
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 6
Invesco Value Municipal Income Trust 6
Quadrant Private Wealth Management, LLC 6
Allianzgi Convertible & Income Fund Ii 6
Allianzgi Convertible & Income Fund 6
Oppenheimer Corporate Bond Fund 6
Putnam Investors Fund 6
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 6
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 6
Blackrock Municipal 2030 Target Term Trust 6
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 6
Kavilco Inc/wa/ 6
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 6
Gabelli Equity Trust Inc 6
Barings Corporate Investors 6
Oppenheimer Integrity Funds 6
Wildermuth Endowment Strategy Fund 6
FS Series Trust - FS Market Neutral Fund Class I 6
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 6
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 6
Eaton Vance Tax-managed Buy-write Opportunities Fund 6
Core Bond Portfolio - Core Bond Portfolio 6
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 6
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 6
American Funds Fundamental Investors 6
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 6
Scout Funds 6
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 6
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 6
Jnl Strategic Income Fund Llc 6
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 6
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 6
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 6
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 6
MONTX - MONETTA TRUST - Monetta Fund 6
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 6
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 6
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund 6
Utc North American Fund, Inc. 6
Liberty All Star Equity Fund 6
Lazard World Dividend & Income Fund, Inc. 6
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 6
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 6
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 6
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 6
JHTFX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock High Yield Municipal Bond Fund Class A 6
Kayne Anderson Energy Total Return Fund, Inc. 6
Deutsche Strategic Income Trust 6
FTSD - Franklin ETF Trust - Franklin Liberty Short Duration U.S. Government ETF 6
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 6
Deutsche Strategic Municipal Income Trust 6
Deutsche Multi-market Income Trust 6
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 6
Western Asset Municipal Defined Opportunity Trust Inc. 6
Mfs Government Markets Income Trust 6
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 6
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 6
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 6
Short Duration High Income Portfolio - Short Duration High Income Portfolio 6
Stone Ridge Trust Iii 6
Oppenheimer Global Multi-asset Growth Fund 6
Oppenheimer Rising Dividends Fund 6
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 6
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 6
Eaton Vance Tax-managed Global Diversified Equity Income Fund 6
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 6
Eaton Vance Tax Advantaged Global Dividend Income Fund 6
Nuveen Municipal High Income Opportunity Fund 6
Mfs Special Value Trust 6
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 6
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 6
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 6
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 6
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 6
Alpine Global Dynamic Dividend Fund 6
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 6
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 6
Guggenheim Energy & Income Fund 6
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 6
Relative Value Fund 6
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 6
Franklin Ltd Duration Income Trust 6
PTAEX - PUTNAM TAX EXEMPT INCOME FUND - PUTNAM TAX EXEMPT INCOME FUND Class C Shares 6
Doubleline Income Solutions Fund 6
Western Asset High Income Opportunity Fund Inc. 6
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 6
Western Asset Variable Rate Strategic Fund Inc. 6
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 6
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 6
Underlying Funds Trust 6
Pacholder High Yield Fund Inc 6
Blackrock Cori Funds 6
Wealthstreet Investment Advisors, LLC 6
Signition Lp 6
Uncommon Cents Investing LLC 6
Allen Capital Group, LLC 6
X-Square Capital, LLC 6
Congress Park Capital LLC 6
Lucia Wealth Services, Llc 6
Hamilton Capital, LLC 6
Fluent Financial, LLC 6
DiMeo Schneider & Associates, L.L.C. 6
Beryl Capital Management LLC 6
G&S Capital LLC 6
MainStreet Investment Advisors LLC 6
Pfs Investments Inc. 6
Dynasty Wealth Management, Llc 6
SYM FINANCIAL Corp 6
Chicago Capital, LLC 6
Elmwood Wealth Management, Inc. 6
Braun-Bostich & Associates Inc. 6
Cynosure Advisors, Llc 6
Providence Wealth Advisors, LLC 6
Red Cedar Investment Management, Llc 6
Cooper Financial Group 6
Nkcfo Llc 6
Hayden Royal, Llc 6
Signet Investment Advisory Group, Inc. 6
Cordatus Wealth Management LLC 6
1 North Wealth Services Llc 6
Angeles Investment Advisors, LLC 6
Paradigm Financial Partners, Llc 6
VeraBank, N.A. 6
Advisory Resource Group 6
Robertson Stephens Wealth Management, LLC 6
Private Portfolio Partners Llc 6
Sepio Capital, LP 6
SlateStone Wealth, LLC 6
Little House Capital Llc 6
O'Shares Investment Advisers, LLC 6
Outlook Wealth Advisors, LLC 6
Alpha Quant Advisors, Llc 6
Covenant Partners, LLC 6
Biltmore Capital Advisors LLC 6
Financial Insights, Inc. 6
Van Leeuwen & Company, LLC 6
Opseu Pension Plan Trust Fund 6
Aegon Asset Management Uk Plc 6
Jupiter Wealth Management LLC 6
Cushing Etf Trust 6
Waddell & Associates, Llc 6
First National Corp /ma/ /adv 6
Matrix Trust Co 6
Employers Holdings, Inc. 6
Shilanski & Associates, Inc. 6
Clear Creek Financial Management, LLC 6
Guggenheim Equal Weight Enhanced Equity Income Fund 6
Orser Capital Management, Llc 6
HBW Advisory Services LLC 6
Principle Wealth Partners Llc 6
Curian Series Trust 6
Whitebox Mutual Funds 6
Isi Strategy Fund Inc 6
Nuveen Equity Premium Opportunity Fund 6
Gunderson Capital Management Inc. 6
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 6
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 6
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 6
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 6
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 6
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class 6
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 6
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 6
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 6
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 6
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 6
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 6
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 6
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 6
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund 6
NSIDX - Northern Funds - Northern Small Cap Index Fund 6
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 6
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 6
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 6
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 6
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 6
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 6
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 6
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 6
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 6
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 6
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 6
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 6
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 6
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 6
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 6
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 6
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 6
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 6
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 6
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 6
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 6
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 6
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 6
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 6
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 6
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 6
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 6
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock High Yield Municipal Fund Investor A 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 6
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 6
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 6
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 6
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 6
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 6
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 6
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 6
WFTAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intermediate Tax/AMT-Free Fund Class A 6
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 6
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 6
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 6
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 6
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 6
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 6
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 6
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 6
NSAOX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Strategic Municipal Opportunities Fund Class A 6
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 6
MMEMX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Emerging Markets Bond Fund Class I 6
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 6
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 6
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 6
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 6
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 6
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 6
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 6
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 6
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 6
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 6
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 6
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 6
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 6
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 6
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 6
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 6
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 6
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 6
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 6
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 6
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 6
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 6
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 6
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 6
MISSX - MFS MUNICIPAL SERIES TRUST - MFS Mississippi Municipal Bond Fund A 6
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 6
PENN SERIES FUNDS INC - Small Cap Index Fund 6
PENN SERIES FUNDS INC - Large Core Value Fund 6
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 6
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 6
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 6
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 6
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 6
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 6
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 6
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 6
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 6
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 6
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 6
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 6
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 6
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 6
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 6
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 6
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 6
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 6
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 6
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 6
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 6
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 6
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 6
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 6
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 6
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 6
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 6
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 6
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 6
PIMCO FUNDS - PIMCO Short Asset Portfolio 6
PCDIX - PIMCO FUNDS - PIMCO California Short Duration Municipal Income Fund Institutional 6
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 6
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 6
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 6
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 6
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 6
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 6
FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF 6
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 6
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 6
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 6
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 6
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 6
IYVAX - IVY FUNDS - Ivy Value Fund Class A 6
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 6
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional 6
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 6
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 6
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 6
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 6
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 6
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 6
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 6
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 6
USSTX - USAA MUTUAL FUNDS TRUST - Tax Exempt Short-Term Fund Shares 6
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 6
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 6
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 6
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 6
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 6
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 6
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 6
Profunds - Profund Vp Small-cap 6
Profunds - Profund Vp Ultrasmall-cap 6
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 6
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 6
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 6
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 6
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 6
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 6
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A 6
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 6
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 6
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 6
NMUIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal Intermediate Bond Fund Investor Class 6
NMHAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal High Income Fund Class A 6
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 6
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 6
NTFAX - Aberdeen Funds - Aberdeen Intermediate Municipal Income Fund (formerly Aberdeen Tax-Free Income Fund) Class A 6
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 6
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 6
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 6
Dfa Investment Trust Co - The Dfa International Value Series 6
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 6
ESFIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Fund INSTITUTIONAL CLASS SHARES 6
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 6
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 6
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 6
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 6
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 6
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 6
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 6
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 6
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 6
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 6
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 6
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 6
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 6
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 6
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 6
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 6
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 6
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 6
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 6
PYCRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden California Municipal Income Fund (Investor Class) 6
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 6
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 6
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 6
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 6
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 6
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 6
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 6
Thrivent Core Funds - Thrivent Core International Equity Fund 6
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 6
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 6
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 6
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 6
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 6
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 6
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 6
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 6
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 6
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 6
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 6
INTAX - Columbia Funds Series Trust II - Columbia Strategic Municipal Income Fund Class A 6
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 6
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 6
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Ultra Short Bond Fund 6
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 6
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 6
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 6
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 6
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 6
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 6
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 6
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 6
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 6
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 6
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 6
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A 6
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 6
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 6
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 6
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 6
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 6
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 6
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 6
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 6
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 6
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 6
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 6
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 6
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 6
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 6
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 6
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 6
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 6
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF 6
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 6
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 6
Relyea Zuckerberg Hanson LLC 6
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 6
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 6
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 6
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 6
TAXF - AMERICAN CENTURY ETF TRUST - American Century Diversified Municipal Bond ETF 6
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 6
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 6
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 6
MTFIX - BMO FUNDS, INC. - BMO Short Tax-Free Fund Class I 6
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 6
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 6
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 6
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 6
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 6
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 6
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 6
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 6
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 6
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 6
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 6
CXI Advisors 6
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 6
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 6
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 6
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 6
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 6
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 6
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 6
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 6
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 6
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 6
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 6
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 6
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 6
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 6
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 6
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 6
VBCVX - VALIC Co I - Systematic Value Fund 6
VCGEX - VALIC Co I - Emerging Economies Fund 6
PRVAX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Virginia Tax-Free Bond Fund 6
JTISX - JPMorgan Trust I - JPMorgan High Yield Municipal Fund Class I 6
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 6
HLTAX - JPMORGAN TRUST II - JPMorgan Municipal Income Fund Class I 6
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 6
EWG Elevate Inc. 6
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 6
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 6
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 6
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 6
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 6
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 6
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 6
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 6
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 6
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 6
BKF - iShares, Inc. - iShares MSCI BRIC ETF 6
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 6
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 6
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 6
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 6
BSMR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF 6
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 6
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 6
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 6
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 6
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 6
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 6
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 6
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 6
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 6
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 6
Briaud Financial Planning, Inc 6
Pavion Blue Capital, LLC 6
Secure Asset Management, LLC 6
Capital Square, LLC 6
Carolina Wealth Advisors, LLC 6
Hummer Financial Advisory Services Inc 6
Rowland Carmichael Advisors Inc /adv 6
ESL Trust Services, LLC 6
West Bancorporation Inc 6
Summit Wealth Group, LLC 6
Professional Financial Advisors, LLC 6
Mine & Arao Wealth Creation & Management, LLC. 6
Advanced Research Investment Solutions, Llc 6
Pinz Capital Management, LP 6
Lion Street Advisors, LLC 6
CWS Financial Advisors, LLC 6
Asio Capital, LLC 6
Fiduciary Planning LLC 6
Core Wealth Advisors, Inc. 6
PAX Financial Group, LLC 6
MADDEN SECURITIES Corp 6
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 6
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 6
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 6
Beta Wealth Group, Inc. 6
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 6
Endex Capital Management Llc 6
Graham & Dodd Fund, Llc 6
HYA Advisors, Inc 6
Auxano Advisors, LLC 6
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 6
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 6
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 6
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 6
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 6
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 6
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 6
Waterloo Capital, L.P. 6
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 6
MALGX - Mirae Asset Discovery Funds - Emerging Markets Fund Class A Shares 6
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 6
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 6
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 6
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 6
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 6
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 6
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I 6
Canandaigua National Corp 6
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 6
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 6
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 6
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 6
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 6
SNOAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Long/Short Opportunity Fund - Class A Shares 6
Prudent Man Advisors, LLC 6
Grant Street Asset Management, Inc. 6
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 6
Wilkinson Ogrady & Co Inc /ny 6
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 6
Coolidge Francis L 6
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 6
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 6
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 6
First Pacific Financial 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 6
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 6
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 6
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 6
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 6
Journey Advisory Group, LLC 6
Fwl Investment Management, Llc 6
Johnson Midwest Financial, LLC 6
Centennial Wealth Advisory LLC 6
Golden Green, Inc. 6
TrueWealth Advisors, LLC 6
IVC Wealth Advisors LLC 6
Morris Retirement Advisors, LLC 6
Clear Perspectives Financial Planning, LLC 6
West Financial Advisors, LLC 6
DB Wealth Management Group, LLC 6
Cowa, Llc 6
Phoenix Wealth Advisors 6
OneAscent Wealth Management LLC 6
Mma Asset Management Llc 6
Mitchell & Pahl Private Wealth, Llc 6
Annandale Capital, LLC 6
ShoreHaven Wealth Partners, LLC 6
CFS Investment Advisory Services, LLC 6
Privium Fund Management (UK) Ltd 6
Cadent Capital Advisors, LLC 6
Distillate Capital Partners LLC 6
Verdad Advisers, LP 6
Resolute Advisors LLC 6
Engine No. 1 Llc 6
Sourcerock Group LLC 6
Orion Capital Management LLC 6
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 6
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 6
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 6
Patron Partners Advisors, Llc 6
Encompass Wealth Advisors, Llc 6
Tru Independence Asset Management 2, Llc 6
Valley Brook Capital Group, Inc. 6
Baron Silver Stevens Financial Advisors, Llc 6
Legacy Wealth Asset Management, LLC 6
Everhart Financial Group, Inc. 6
Precision Wealth Strategies, LLC 6
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 6
Better Money Decisions, LLC 6
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 6
Y.D. More Investments Ltd 6
Emfo, Llc 6
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 6
VVMCX - VALIC Co I - Mid Cap Value Fund 6
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 6
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 6
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 6
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 6
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 6
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 6
Studio Investment Management Llc 6
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 6
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 6
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 6
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 6
Carmel Capital Partners, LLC 6
Peterson Wealth Services 6
Maryland Capital Advisors Inc. 6
Fsb Premier Wealth Management, Inc. 6
Naviter Wealth, LLC 6
Sandy Cove Advisors, LLC 6
Carson Advisory Inc. 6
Alan B. Lancz & Associates, Inc. 6
Evolution Advisers, Inc. 6
CarsonAllaria Wealth Management, Ltd. 6
Morton Brown Family Wealth, LLC 6
Saxon Interests, Inc. 6
Sonora Investment Management Group, LLC 6
Eagle Strategies LLC 6
Taika Capital, LP 6
Sagefield Capital LP 6
Capricorn Fund Managers Ltd 6
CTC Capital Management, LLC 6
CastleKnight Management LP 6
Hiddenite Capital Partners LP 6
Elequin Capital Lp 6
Gibson Wealth Advisors LLC 6
Pinnacle Wealth Management, LLC 6
Options Solutions, Llc 6
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 6
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 6
Siena Capital Llc 6
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 6
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 6
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 6
My Personal CFO, LLC 6
Empirical Asset Management, LLC 6
Lansing Street Advisors 6
Country Club Bank /gfn 6
Athena Investment Management 6
Spartan Planning & Wealth Management 6
Range Financial Group LLC 6
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 6
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 6
Heritage Financial Services, LLC 6
Warwick Investment Management, Inc. 6
Miller Wealth Advisors, Llc 6
WCG Wealth Advisors LLC 6
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 6
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 6
Dakota Community Bank & Trust NA 6
Exos TFP Holdings LLC 6
Stapp Wealth Management, Pllc 6
CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell 6
ASB Consultores, LLC 6
Trifecta Capital Advisors, LLC 6
PayPay Securities Corp 6
Richard W. Paul & Associates, LLC 6
FourThought Financial Partners, LLC 6
Cassaday & Co Wealth Management LLC 6
XY Capital Ltd 6
McGlone Suttner Wealth Management, Inc. 6
Financial Partners Group, LLC 6
Tanglewood Legacy Advisors, LLC 6
Mcintyre Freedman & Flynn Investment Advisers Inc 6
Financial Freedom, LLC 6
Grey Fox Wealth Advisors, LLC 6
Numerai GP LLC 6
SageView Advisory Group, LLC 6
Live Oak Investment Partners 6
Silverlake Wealth Management Llc 6
LaSalle St. Investment Advisors, LLC 6
Ruedi Wealth Management, Inc. 6
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 6
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 6
Milestone Investment Advisors LLC 6
Prostatis Group LLC 6
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 6
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 6
Authentikos Wealth Advisory, LLC 6
Empire Financial Management Company, LLC 6
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 6
Channel Wealth Llc 6
Cornerstone Management, Inc. 6
Vinva Investment Management Ltd 6
Quintet Private Bank (Europe) S.A. 6
PCA Investment Advisory Services Inc. 6
Titleist Asset Management, Llc 6
FMNDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 6
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 6
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 6
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF 6
ECML - EA Series Trust - Euclidean Fundamental Value ETF 6
Silvia Mccoll Wealth Management, Llc 6
CGC Financial Services, LLC 6
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 6
JMSI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF 6
Peoples Bank/KS 6
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 6
Team Financial Group, LLC 6
Allen Mooney & Barnes Investment Advisors LLC 6
Fidelity D & D Bancorp Inc 6
FLDBX - Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 6
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF 6
SMRI - EA Series Trust - Bushido Capital US Equity ETF 6
Southland Equity Partners LLC 6
Jamison Private Wealth Management, Inc. 6
Trueblood Wealth Management, LLC 6
Arvest Investments, Inc. 6
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 6
Vivid Wealth Management, LLC 6
Cetera Trust Company, N.A 6
AJOVista, LLC 6
Patrick M Sweeney & Associates, Inc 6
Fielder Capital Group LLC 6
Savvy Advisors, Inc. 6
NDVR, Inc. 6
Winthrop Capital Management, LLC 6
Focus Financial Network Inc /adv 6
Gold Investment Management Ltd. 6
Steward Partners Investment Solutions, Llc 6
First Trust Investment Solutions L.P. 6
Delta Global Management LP 6
Holistic Planning, LLC 6
Midland Wealth Advisors Llc 6
United Advisor Group, LLC 6
Spectrum Wealth Counsel, LLC 6
nVerses Capital, LLC 6
Sivia Capital Partners, LLC 6
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 6
Abel Hall, LLC 6
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 6
Ables, Iannone, Moore & Associates, Inc. 6
FSMJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Conservative Income Municipal Bond Fund 6
Strategic Planning Group, Llc 6
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 6
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 6
Catalina Capital Group, LLC 6
Lynx Investment Advisory 6
Mirae Asset Securities (usa) Inc. 6
Kerusso Capital Management LLC 6
Wealthgarden F.s. Llc 6
Fairscale Capital, LLC 6
William B. Walkup & Associates, Inc. 6
CGHM - Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF Share class 6
Brown Financial Advisors 6
Heritage Wealth Management, Inc. 6
Concord Asset Management, LLC/VA 6
Alpine Bank Wealth Management 6
American Alpha Advisors, LLC 6
Diversified Enterprises, LLC 6
Legacy Wealth Managment, LLC/ID 6
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 6
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 6
Decker Retirement Planning Inc. 6
Avantra Family Wealth, Inc. 6
YANKCOM Partnership 6
Compass Financial Services Inc 6
Asset Planning,Inc 6
Abc Arbitrage Sa 6
Bank of Jackson Hole Trust 6
BankPlus Trust Department 6
Synergy Investment Management, LLC 6
Vision Financial Markets Llc 6
Argentarii, LLC 6
one8zero8, LLC 6
IMG Wealth Management, Inc. 6
Generali Asset Management SPA SGR 6
Flagship Wealth Advisors, Llc 6
Generali Investments, Management Co LLC 6
Crowley Wealth Management, Inc. 6
Sava Infond d.o.o. 6
denkapparat Operations GmbH 6
Farringdon Capital, Ltd. 6
Bearing Point Capital, Llc 6
Blue Capital, Inc. 6
Reyes Financial Architecture, Inc. 6
Sig Brokerage, Lp 6
Corigliano Investment Advisers, LLC 6
Parvin Asset Management, LLC 6
Talon Private Wealth, LLC 6
Navigoe, LLC 6
Capital A Wealth Management, LLC 6
111 Capital 6
Huntleigh Advisors, Inc. 6
Pandora Wealth, Inc. 6
Ccm Investment Group, Llc 6
OneAscent Investment Solutions LLC 6
SummitTX Capital, L.P. 6
Wealth Management Associates, Inc. 6
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 6
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 6
Maseco Llp 6
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 6
Abn Amro Investment Solutions 6
Traub Capital Management LLC 6
Provenance Wealth Advisors, LLC 6
TEXN - iSHARES TRUST - iShares Texas Equity ETF 6
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF 6
IFLO - Victory Portfolios II - VictoryShares International Free Cash Flow ETF 6
Fiduciary Services Corp/ga 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 5
Timber Creek Capital Management LLC 5
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 5
Resonant Capital Advisors, LLC 5
Ardsley Advisory Partners Lp 5
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 5
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 5
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 5
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 5
Davidson Trust Co 5
South Plains Financial, Inc. 5
East Coast Asset Management, LLC. 5
Tiff Advisory Services Inc 5
Affiance Financial, LLC 5
Quadrature Capital LLP 5
Laidlaw Wealth Management LLC 5
Hohimer Wealth Management, Llc 5
Summit Street Capital Management, LLC 5
Nair Vinay 5
Bellevue Asset Management, Llc 5
SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A 5
Ninepoint Partners LP 5
Jade Capital Advisors, LLC 5
Gs Investments, Inc. 5
Beaton Management Co. Inc. 5
Amussen Hunsaker Associates Llc 5
Investment Research & Advisory Group, Inc. 5
Game Plan Financial Advisors, LLC 5
Regal Wealth Group, Inc. 5
Pecaut & Co. 5
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5
Summit Financial Group, Inc. 5
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 5
Texas Capital Bank Wealth Management Services Inc 5
Gibraltar Capital Management, Inc. 5
Hurlow Wealth Management Group, Inc. 5
Members Capital Advisors Inc 5
Tradition Asset Management Llc 5
Harrell Investment Partners, Llc 5
GMOI - 2023 ETF Series Trust II - GMO International Value ETF 5
Aristotle Capital Management, LLC 5
Affinity Wealth Management Llc 5
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF 5
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 5
Noked Capital LTD 5
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 5
Watermark Asset Management, Inc. 5
Cannon Financial Strategists, Inc. 5
Chicago Capital Management, LLC 5
Mattern Wealth Management LLC 5
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF 5
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 5
HBC Financial Services, PLLC 5
Marks Group Wealth Management, Inc 5
440 Investment Group, Llc 5
Cascadia Advisory Services, LLC 5
Watson Rebecca 5
Strategic Wealth Designers 5
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 5
EHLS - Tidal Trust II - Even Herd Long Short ETF 5
Parkside Investments, LLC 5
Houlihan Financial Resource Group, Ltd. 5
Single Point Partners, LLC 5
Northstar Wealth Partners LLC 5
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 5
HSBC FUNDS - HSBC High Yield Fund Class A 5
Newtyn Management, LLC 5
Kleinwort Benson Investors Dublin Ltd 5
Charter Research & Investment Group, Inc. 5
Family Legacy, Inc. 5
Highland Global Allocation Fund 5
Wellesley Investment Partners, LLC 5
Nuveen High Income 2023 Target Term Fund 5
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 5
Nuveen Municipal Credit Opportunities Fund 5
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 5
Bridge Creek Capital Management LLC 5
Wambolt & Associates, LLC 5
Stonebridge Financial Planning Group, LLC 5
Rowland & Co Investment Counsel/adv 5
Townsend Asset Management Corp /nc/ /adv 5
Darrell & King Llc 5
ICW Investment Advisors LLC 5
Minot Wealth Management LLC 5
Meadow Creek Wealth Advisors Llc 5
Custom Portfolio Group LLC 5
Centennial Bank/AR/ 5
LifeSteps Financial, Inc. 5
Tower Square Investment Management, Llc 5
Capital World Growth & Income Fund 5
Oliver Luxxe Assets LLC 5
Kelman-Lazarov, Inc. 5
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 5
CMT Capital Markets Trading GmbH 5
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 5
Schwarz Dygos Wheeler Investment Advisors Llc 5
Confluence Wealth Management LLC 5
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 5
SLPIX - Profunds - Small-cap Profund Investor Class 5
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 5
Verde Servicos Internacionais S.A. 5
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 5
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 5
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 5
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 5
Fosun International Ltd 5
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 5
Torray Llc 5
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 5
BTG Pactual Asset Management US LLC 5
Taylor, Cottrill, Erickson & Associates, Inc. 5
Vivaldi Asset Management, LLC 5
Shepherd Financial Partners LLC 5
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 5
Adams Hall Wealth Advisors, LLC 5
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 5
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 5
Provident Wealth Management, LLC 5
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 5
CURCX - MAINSTAY FUNDS TRUST - MainStay Cushing Energy Income Fund Class C 5
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 5
Barrington Strategic Wealth Management Group LLC 5
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 5
Rovida Advisors Inc. 5
Marketfield Asset Management LLC 5
BSBE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 USD Emerging Markets Debt ETF 5
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 5
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 5
HCR Wealth Advisors 5
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 5
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 5
Bristol Advisors, LLC 5
Camden National Bank 5
Jacobsen Capital Management 5
Folger Nolan Fleming Douglas Capital Management, Inc 5
Meridian Investment Counsel Inc. 5
DSG Capital Advisors, LLC 5
CCSTX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Short-Term Municipal Fund Share class 5
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 5
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 5
SVA Wealth Management, LLC 5
Sumitomo Mitsui Financial Group, Inc. 5
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 5
Edmond de Rothschild (Europe) 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 5
Smith & Howard Wealth Management, LLC 5
Cfs, Llc 5
Fullerton Fund Management Co Ltd 5
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 5
Lipe & Dalton 5
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 5
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 5
Wimmer Associates 1, Llc 5
Princeton Portfolio Strategies Group LLC 5
Creegan & Nassoura Financial Group, LLC 5
Peoples Bank /oh 5
Rainier Investment Management Llc 5
Diversify Wealth Management, Llc 5
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 5
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 5
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 5
BERIX - Chartwell Funds - Berwyn Income Fund 5
VMCVX - VALIC Co II - Mid Cap Value Fund 5
ALTHX - AB MUNICIPAL INCOME FUND, INC. - AB National Portfolio Class A 5
ABVAX - AB TRUST - AB Value Fund Class A 5
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 5
Silicon Valley Capital Partners 5
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 5
Redmond Asset Management, LLC 5
Highland Private Wealth Management 5
Coastal Bridge Advisors, LLC 5
Lineweaver Wealth Advisors, LLC 5
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 5
JTFCX - JPMORGAN TRUST II - JPMorgan Tax Free Bond Fund Class C 5
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 5
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 5
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 5
Sapphire Star Partners LP 5
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 5
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 5
Euclidean Technologies Management, LLC 5
Tandem Investment Advisors, Inc. 5
Northwestern Mutual Investment Services Llc 5
Perennial Advisors, LLC 5
Hefty Wealth Partners 5
Hardin Capital Partners, LLC 5
Twin Focus Capital Partners, Llc 5
Robertson Stephens Advisors Llc 5
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 5
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 5
SkyBridge Capital II, LLC 5
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 5
O'Keefe Stevens Advisory, Inc. 5
WHV Investments, Inc. 5
Astenbeck Capital Management LLC 5
SEMDX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Emerging Markets Debt Fund Class I 5
Value Holdings Management Co. Llc 5
Cedar Capital, Llc 5
VCSLX - VALIC Co I - Small Cap Index Fund 5
Copia Wealth Management 5
Connors Investor Services Inc 5
American National Bank & Trust Co /va/ 5
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 5
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 5
Mandatum Life Insurance Co Ltd 5
May Hill Capital, LLC 5
Sitrin Capital Management LLC 5
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 5
Blue Granite Capital, LLC 5
Eos Management, L.P. 5
Fft Wealth Management Llc 5
Seneca Capital Investments, L.p. 5
Harbor Advisors LLC 5
Alphadyne Asset Management, LLC 5
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 5
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 5
Teton Westwood Funds 5
Chris Bulman Inc 5
Cortland Advisers Llc 5
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 5
Bnp Paribas 5
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 5
Charles Schwab Trust Co 5
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 5
Round Table Investment Management Company, Lp 5
Fusion Investment Group, LLC 5
Robinson Value Management, Ltd. 5
NS Partners Ltd 5
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 5
Etf Managers Group, Llc 5
Pvg Asset Management Corp 5
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A 5
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 5
KRMA - Global X Funds - Global X Conscious Companies ETF 5
Connecticut Wealth Management, LLC 5
O'Brien Wealth Partners LLC 5
Guidant Wealth Advisors 5
Arthur Zaske & Associates, LLC 5
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 5
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 5
City Center Advisors, LLC 5
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 5
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 5
Re Advisers Corp 5
NOTAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Strategic High Yield Tax-Free Fund Class A 5
SMLAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Managed Municipal Bond Fund Class A 5
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A 5
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Corporate Multi-Sector Account Portfolio 5
American Beacon Advisors, Inc. 5
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 5
Fiduciary Asset Management Llc 5
Bridgewater Advisors Inc. 5
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 5
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 5
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 5
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 5
Probity Advisors, Inc. 5
Alpine Partners USVI, LLC 5
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 5
Sharp Financial Services, LLC 5
Wisconsin Capital Management Llc 5
KAMES CAPITAL management Ltd 5
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 5
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 5
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 5
Archipel Asset Management AB 5
Halcyon Offshore Asset Management Llc 5
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 5
Harbert Fund Advisors, Inc. 5
Monte Financial Group, LLC 5
Old Port Advisors 5
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 5
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 5
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 5
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 5
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 5
Andesa Financial Management Inc. 5
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 5
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 5
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 5
Kingdon Capital Management, L.l.c. 5
Keynote Financial Services Llc 5
LFA - Lugano Financial Advisors SA 5
Amplify ETF Trust - Amplify AI Powered Equity ETF 5
Sugar Maple Asset Management, LLC 5
WHYDX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Municipal Bond Fund Administrator Class 5
Clear Point Advisors Inc. 5
Watts Gwilliam & Co., LLC 5
Wealthstar Advisors, Llc 5
Huber Capital Management LLC 5
Mosaic Financial Group, Llc 5
Cox Capital Mgt LLC 5
POM Investment Strategies, LLC 5
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A 5
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 5
New Covenant Trust Company, N.A. 5
Swedbank AB 5
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 5
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 5
Aj Wealth Strategies, Llc 5
Sienna Gestion 5
Rockport Wealth LLC 5
Gratus Wealth Advisors, LLC 5
49 Wealth Management, Llc 5
Primecap Management Co/ca/ 5
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I 5
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 5
Limestone Investment Advisors LP 5
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 5
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I 5
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 5
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 5
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 5
Fairway Wealth LLC 5
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 5
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 5
Accordant Advisory Group Inc 5
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 5
JBR Co Financial Management Inc 5
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 5
JBJ Investment Partners, LLC 5
Emprise Bank 5
KC Investment Advisors, LLC 5
Vista Investment Management 5
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 5
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 5
Requisite Capital Management, LLC 5
Zhang Financial LLC 5
Sentry Investments Corp. 5
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 5
Sierra Summit Advisors Llc 5
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 5
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 5
Able Wealth Management LLC 5
Redwood Capital Management, Llc 5
Burford Brothers, Inc. 5
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 5
Long Island Wealth Management, Inc. 5
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 5
Avondale Wealth Management 5
Quadcap Wealth Management, LLC 5
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 5
F3Logic, LLC 5
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P 5
MSH Capital Advisors LLC 5
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 5
Lummis Asset Management, LP 5
Valtura Capital Partners LLC 5
Torno Capital, Llc 5
Canopy Partners, LLC 5
Zega Financial, LLC 5
Jet Capital Investors L P 5
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 5
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 5
GKV Capital Management Co., Inc. 5
Boreal Capital Management LLC 5
Ilex Capital Partners (UK) LLP 5
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 5
Cornell Pochily Investment Advisors, Inc. 5
Capitolis Liquid Global Markets LLC 5
Christopher J. Hasenberg, Inc 5
Aurora Financial Advisors, Llc 5
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 5
EnRich Financial Partners LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 5
Vermillion & White Wealth Management Group, LLC 5
FCG Investment Co 5
Wiser Advisor Group LLC 5
Portfolio Design Labs, LLC 5
Stablepoint Partners, LLC 5
Second Line Capital, LLC 5
New Century Financial Group, LLC 5
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 5
LOM Asset Management Ltd 5
Everpar Advisors Llc 5
Puzo Michael J 5
Vivaldi Opportunities Fund 5
Windsor Group LTD 5
Bainco International Investors 5
Hutchinson Capital Management/ca 5
Ar Asset Management Inc 5
Sentry LLC 5
Criterion Capital Advisors, Llc 5
Fundamentun, Llc 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 5
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 5
ACSKX - American Century Investment Trust - Short Duration Fund C Class 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 5
Philip James Wealth Mangement, LLC 5
RDA Financial Network 5
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 5
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A 5
Custom Index Systems, Llc 5
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 5
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 5
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 5
APCM Wealth Management for Individuals 5
Van Den Berg Management I, Inc 5
Weil Company, Inc. 5
Evelyn Partners Investment Management LLP 5
Capital Markets Trading UK LLP 5
Foster Dykema Cabot & Co Inc/ma 5
RVW Wealth, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 5
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 5
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 5
Tritonpoint Wealth, Llc 5
HoyleCohen, LLC 5
PMNTX - PIMCO FUNDS - PIMCO National Intermediate Municipal Bond Fund Class A 5
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 5
Argent Capital Management Llc 5
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 5
TrueMark Investments, LLC 5
White Pine Capital Llc 5
LongView Wealth Management 5
FTWO - EA Series Trust - Strive FAANG 2.0 ETF 5
Cutler Investment Counsel Llc 5
Kemper Corp Master Retirement Trust 5
First Washington CORP 5
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 5
KPP Advisory Services LLC 5
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 5
Cheviot Value Management, LLC 5
CQS Cayman LP 5
Payden & Rygel Investment Group 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 5
Brandes Investment Partners, Lp 5
First Niagara Bank 5
Condor Capital Management 5
WFA Asset Management Corp 5
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund 5
Hibernia Wealth Partners, LLC 5
Buckhead Capital Management Llc 5
Silverleafe Capital Partners, LLC 5
BlackRock ETF Trust II - BlackRock Short-Term California Muni Bond ETF 5
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 5
Cooper/haims Advisors, Llc 5
Chickasaw Capital Management Llc 5
Wilkins Investment Counsel Inc 5
Sage Rhino Capital Llc 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 5
Board of Trustees of The Leland Stanford Junior University 5
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 5
Bell & Brown Wealth Advisors, Llc 5
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 5
Franklin Templeton ETF Trust - Franklin Income Focus ETF 5
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 5
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 5
Coho Partners, Ltd. 5
New Amsterdam Partners Llc/ny 5
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 5
Guidance Capital, Inc 5
Khp Capital, Llc 5
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 5
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 5
Union Savings Bank 5
D L Carlson Investment Group Inc 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 5
Nan Shan Life Insurance Co., Ltd. 5
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 5
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 5
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 5
Channing Capital Management, LLC 5
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 5
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 5
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 5
Cincinnati Insurance Co 5
Lazari Capital Management, Inc. 5
Vestpro Financial Partners, Inc. Dba Cpf Texas 5
DeDora Capital, Inc. 5
Arjuna Capital 5
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 5
LexAurum Advisors, LLC 5
Kennedy Investment Group 5
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 5
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF 5
Mastrapasqua Asset Management Inc 5
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 5
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 5
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 5
RMG Wealth Management LLC 5
3Chopt Investment Partners, LLC 5
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 5
Advanced Portfolio Management, LLC 5
Trinity Legacy Partners, LLC 5
Pettyjohn, Wood & White, Inc 5
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 5
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 5
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 5
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 5
Klr Investment Advisors, Llc 5
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 5
Consolidated Portfolio Review Corp 5
R. G. Niederhoffer Capital Management Inc 5
Barrett & Company, Inc. 5
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 5
Legacy Capital Group California, Inc. 5
BIP Wealth, LLC 5
McCarthy Grittinger Financial Group, LLC 5
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 5
Keeler THomas Management LLC 5
Sanctuary Wealth Management, L.L.C. 5
Foster Victor Wealth Advisors, LLC 5
Archetype Wealth Partners 5
O'Brien Greene & Co. Inc 5
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 5
Cypress Wealth Services, LLC 5
Zrc Wealth Management, Llc 5
Touchstone Investment Trust 5
Surevest, LLC 5
Crow Point Global Dividend Plus Fund 5
Canoe Financial LP 5
Barton Investment Management 5
Putnam Fund For Growth & Income 5
Zevin Asset Management Llc 5
Virtus Total Return Fund 5
Brady Family Wealth, Llc 5
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 5
Baron Wealth Management LLC 5
Verus Financial Partners, Inc. 5
Henderson Global Funds 5
Palouse Capital Management, Inc. 5
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 5
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 5
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 5
Van Strum & Towne Inc. 5
Werba Rubin Papier Wealth Management 5
ACSIX - Investment Managers Series Trust II - Arena Strategic Income Fund Class I Shares 5
Lakewood Asset Management LLC 5
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 5
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 5
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 5
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 5
Capital Group KKR Multi-Sector (plus) 5
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 5
Tealwood Asset Management Inc 5
Jnl Series Trust - Jnl/wmc Value Fund (a) 5
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 5
Kapstone Financial Advisors LLC 5
Applied Finance Capital Management, LLC 5
AlphaQ Advisors LLC 5
TFB Advisors LLC 5
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 5
Jackson Wealth Management, LLC 5
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5
Loudon Investment Management, LLC 5
Crossvault Capital Management LLC 5
Ardevora Asset Management LLP 5
CFO4Life, L.P. 5
Hedeker Wealth, LLC 5
Castlekeep Investment Advisors Llc 5
LMG Wealth Partners, LLC 5
Northeast Investment Management 5
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 5
Viawealth, Llc 5
Delap Wealth Advisory, Llc 5
Arista Wealth Management, LLC 5
Hobart Private Capital, LLC 5
MRP Capital Investments, LLC 5
Koesten, Hirschmann & Crabtree, INC. 5
Argonautica Private Wealth Management, Inc 5
LMSFX - FEDERATED MUNICIPAL BOND FUND INC - FEDERATED MUNICIPAL BOND FUND INC Class A Shares 5
RIA Advisory Group LLC 5
Sunflower Bank, Na Wealth Management 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 5
Beacon Investment Advisors Llc 5
Eaton Vance Municipal Bond Fund 5
British Airways Pensions Investment Management Ltd 5
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class 5
Forza Wealth Management, LLC 5
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 5
Hendershot Investments Inc. 5
Olistico Wealth, LLC 5
Breakwater Capital Group 5
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 5
Ivy High Income Opportunities Fund 5
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 5
Nordwand Advisors, LLC 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 5
Beaumont Financial Advisors, LLC 5
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 5
Bristol John W & Co Inc /ny/ 5
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 5
Graney & King, LLC 5
Crescent Sterling, Ltd. 5
Sterneck Capital Management, LLC 5
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 5
General Partner, Inc. 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 5
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 5
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 5
Balboa Wealth Partners 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 5
DIVD - EA Series Trust - Altrius Global Dividend ETF 5
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 5
ULTRA SERIES FUND - Core Bond Fund Class I 5
ULTRA SERIES FUND - High Income Fund Class I 5
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 5
Cypress Wealth Advisors LLC 5
Warther Private Wealth, LLC 5
Horizon Investment Services, LLC 5
Essential Planning, LLC. 5
Full Sail Capital, LLC 5
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 5
Alaska Permanent Capital Management 5
Brooklands Fund Management Ltd 5
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 5
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 5
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 5
FASYX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Conservative Income Municipal Bond Fund 5
Mogy Joel R Investment Counsel Inc 5
Purisima Funds 5
PIMCO FUNDS - PIMCO Sector Fund Series - I 5
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 5
Baupost Group Llc/ma 5
Quantum Financial Advisors, LLC 5
First National Advisers, LLC 5
Ritter Daniher Financial Advisory LLC / DE 5
Knightsbridge Asset Management, Llc 5
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 5
Howard Financial Services, Ltd. 5
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 5
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 5
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 5
Independence Capital Asset Partners, LLC 5
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 5
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 5
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 5
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 5
Tcw Alternative Funds 5
Tevis Investment Management 5
Southeast Asset Advisors Inc. 5
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 5
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 5
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 5
Bryce Point Capital, LLC 5
Western Asset High Income Fund Ii Inc. 5
Cypress Capital Management Llc 5
SHCDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Corporate Debt Fund Class I 5
Wells Fargo Multi-sector Income Fund 5
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 5
Advocate Group Llc 5
Western Asset Global Corporate Defined Opportunity Fund Inc. 5
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 5
Retirement Guys Formula Llc 5
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 5
VR Advisory Services Ltd 5
Security National Bank Of So Dak 5
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 5
Staley Capital Advisers Inc 5
FASWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Municipal Income Fund 5
Cabot Wealth Management Inc 5
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 5
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 5
Mcdaniel Terry & Co 5
Harbour Investment Management Llc 5
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 5
L.m. Kohn & Company 5
Geduld E E 5
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 5
LaFleur & Godfrey LLC 5
Prescott Group Capital Management, L.l.c. 5
PMV Capital Advisers, LLC 5
Cardinal Capital Management, Inc. 5
Mechanics Financial Corp 5
SS&H Financial Advisors, Inc. 5
ARGA Investment Management, LP 5
Insight Inv LLC 5
Investmark Advisory Group LLC 5
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 5
Cyrus J. Lawrence, LLC 5
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 5
Capital Financial Planning, LLC 5
My Legacy Advisors, LLC 5
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 5
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 5
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 5
Dnp Select Income Fund Inc 5
Valley Forge Asset Management, Llc 5
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 5
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 5
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 5
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 5
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF 5
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 5
Noked Israel Ltd 5
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 5
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 5
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 5
Supplemental Annuity Collective Trust of NJ 5
Schrum Private Wealth Management LLC 5
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 5
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 5
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 5
Bill Few Associates, Inc. 5
Key Client Fiduciary Advisors, LLC 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 5
AGRPX - Allianz Funds Multi-Strategy Trust - AllianzGI Multi Asset Income Fund P 5
Oppenheimer Equity Income Fund 5
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 5
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 5
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 5
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 5
Compass Financial Advisors Llc 5
Spinnaker Trust 5
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 5
Oppenheimer Global Multi-asset Income Fund 5
Regatta Capital Group, Llc 5
Friedberg Investment Management 5
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 5
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 5
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 5
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 5
Nuveen Quality Municipal Income Fund 5
Richwood Investment Advisors, LLC 5
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 5
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 5
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 5
Oak Harbor Wealth Partners, Llc 5
OHIO NATIONAL FUND INC - ON International Equity Portfolio 5
PACIFIC SELECT FUND - Inflation Strategy Portfolio Class I 5
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 5
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 5
NOINX - Northern Funds - Northern International Equity Index Fund 5
Ulland Investment Advisors, LLC 5
Victory Institutional Funds 5
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 5
Beirne Wealth Consulting Services, LLC 5
Dagco, Inc. 5
Carroll Investors, Inc 5
Mid-American Wealth Advisory Group, Inc. 5
SeaTown Holdings Pte. Ltd. 5
West Michigan Advisors, Llc 5
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 5
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 5
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 5
Cardiff Park Advisors, Llc 5
Carl Stuart Investment Advisor, Inc 5
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 5
Lifeworks Advisors, LLC 5
Bivin & Associates, Inc. 5
Mill Capital Management, LLC 5
Benedict Financial Advisors Inc 5
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 5
Alleghany Corp /de 5
Avaii Wealth Management, Llc 5
Thrive Wealth Management, LLC 5
Tanager Wealth Management LLP 5
Guardian Wealth Advisors, Llc / Nc 5
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 5
Pinnacle Advisory Group, Inc. 5
NCITX - Northern Funds - Northern California Intermediate Tax-exempt Fund 5
ADVANCED SERIES TRUST - AST Western Asset Emerging Markets Debt Portfolio 5
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 5
Martin Investment Management, LLC 5
Lbmc Investment Advisors, Llc 5
Investment House Llc 5
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 5
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 5
NCATX - Northern Funds - Northern California Tax-exempt Fund 5
Monarch Partners Asset Management LLC 5
Pinnbrook Capital Management Lp 5
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 5
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 5
Henrickson Nauta Wealth Advisors, Inc. 5
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 5
Abeille Asset Management Sa 5
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 5
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 5
SBB Research Group LLC 5
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 5
NTB Financial Corp 5
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 5
Oppenheimer Series Fund 5
Stiles Financial Services Inc 5
American Independence Financial Services LLC 5
Runnymede Capital Advisors, Inc. 5
Cardinal Capital Management 5
Ameliora Wealth Management Ltd. 5
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 5
Wealth Effects Llc 5
Sentinel Group Funds Inc 5
Sovereign Investment Advisors, LLC 5
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 5
Connective Portfolio Management, LLC 5
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 5
Pinnacle Private Wealth, LLC 5
Cross Staff Investments Inc 5
Sweet Financial Partners, LLC 5
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 5
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 5
Ignite Planners, LLC 5
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 5
Financial Advisory Group 5
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 5
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 5
Rnc Capital Management Llc 5
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 5
Badgley Phelps & Bell Inc 5
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 5
Western Asset Global High Income Fund Inc. 5
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 5
Smith Chas P & Associates Pa Cpas 5
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 5
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 5
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 5
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 5
Abundance Wealth Counselors 5
Db-x Exchange-traded Funds Inc. 5
Wedgewood Investors Inc /pa/ 5
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 5
Evergreen Wealth Solutions, LLC 5
LRT Capital Management, LLC 5
Clear Street Llc 5
Crestmont Private Wealth LLC 5
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 5
DDSTX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Disciplined Stock Fund 5
Fort Pitt Capital Group Inc 5
Parsec Financial Management, Inc. 5
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 5
Addison Capital Co 5
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 5
JB Capital LLC 5
Mfs Intermediate High Income Fund 5
First Dallas Securities Inc. 5
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 5
Portland Global Advisors LLC 5
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 5
THAYX - TRANSAMERICA FUNDS - Transamerica High Yield Muni A 5
Accredited Wealth Management, LLC 5
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 5
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 5
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 5
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 5
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 5
Capital Group Private Client Services, Inc. 5
Kercheville Advisors, LLC 5
Fragasso Group Inc. 5
Excalibur Management Corp 5
US Asset Management LLC 5
ARS Wealth Advisors Group, LLC 5
Five Oceans Advisors 5
Bank Hapoalim Bm 5
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 5
Measured Risk Portfolios, Inc. 5
Duff & Phelps Select Energy Mlp Fund Inc. 5
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 5
RFG - Bristol Wealth Advisors, LLC 5
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 5
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 5
First National Bank of Hutchinson 5
SZMAX - DEUTSCHE DWS TAX FREE TRUST - DWS Intermediate Tax-Free Fund Class A 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Short-Term Municipal Bond Portfolio - Institutional Class 5
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 5
Bank Of Stockton 5
Marquette Asset Management, LLC 5
Gateway Advisory, LLC 5
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 5
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 5
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 5
Virtus Insight Trust 5
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 5
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 5
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 5
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 5
Norris Perne & French Llp/mi 5
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 5
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 5
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 5
Harvey Capital Management Inc 5
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 5
Lau Associates Llc 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 5
Tortoise Power & Energy Infrastructure Fund Inc 5
Estate Counselors, LLC 5
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 5
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 5
Argentiere Capital Ag 5
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 5
Osborne Partners Capital Management, Llc 5
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Intermediate-Term Municipal Bond Portfolio Institutional Class Shares 5
Smith Anglin Financial, LLC 5
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 5
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 5
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 5
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 5
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 5
Kennondale Capital Management LLC 5
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 5
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 5
Relative Value Partners Group, LLC 5
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 5
Orca Investment Management, LLC 5
Prospector Partners Llc 5
Heartland Bank & Trust Co 5
New Century Advisors, LLC 5
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 5
Regency Capital Management Inc.\DE 5
Stonnington Group, Llc 5
CGMRX - CGM TRUST - CGM Realty Fund 5
Clarity Financial LLC 5
MBA Advisors LLC 5
Palumbo Wealth Management LLC 5
Gries Financial Llc 5
Bridges Investment Counsel Inc/ 5
O'Neil Global Advisors, Inc. 5
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 5
Davidson Investment Advisors 5
Campion Asset Management LLC 5
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund 5
Syntax Advisors, Llc 5
Capital Advisors Wealth Management, LLC 5
Jd Capital Management Llc 5
Hopwood Financial Services, Inc. 5
Systematic Alpha Investments, LLC 5
CMG Global Holdings, LLC 5
North Square Investments Trust - North Square McKee Bond Fund Class I 5
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 5
Kovitz Investment Group, LLC 5
Paulson & Co. Inc. 5
General Electric Co 5
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 5
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund 5
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 5
Empyrean Capital Partners, LP 5
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 5
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 5
Sage Private Wealth Group, Llc 5
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 5
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 5
VestGen Advisors, LLC 5
Laird Norton Trust Company, Llc 5
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 5
InTrack Investment Management Inc 5
Findlay Park Partners LLP 5
Wealth Dimensions Group, Ltd. 5
TIG Advisors, LLC 5
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 5
Waterfront Wealth Inc. 5
OTA Financial Group L.P. 5
Corient IA LLC 5
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 5
Jasper Ridge Partners, L.P. 5
Chung Wu Investment Group, LLC 5
CI Global Investments Inc. 5
Wheatland Advisors Inc 5
Ade, Llc 5
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 5
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5
Harfst & Associates, Inc. 5
Sound View Wealth Advisors, Llc 5
Woodward Diversified Capital, Llc 5
SummerHaven Investment Management, LLC 5
Legacy Capital Wealth Partners, LLC 5
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 5
StrategIQ Financial Group, LLC 5
Purkiss Capital Advisors LLC 5
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 5
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 5
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 5
Noble Wealth Management PBC 5
Majedie Asset Management Ltd 5
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 5
Cliftonlarsonallen Wealth Advisors, Llc 5
Cary Street Partners Asset Management Llc 5
Trust For Advisor Solutions 5
QTR Family Wealth, LLC 5
Cerro Pacific Wealth Advisors LLC 5
Sterling Financial Planning, Inc. 5
JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A 5
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 5
Cypress Point Wealth Management, LLC 5
Kavar Capital Partners Group, Llc 5
American Financial Group Inc 5
San Luis Wealth Advisors LLC 5
Latitude Advisors, LLC 5
Atlas Brown,Inc. 5
Mathes Company, Inc. 5
Hayek Kallen Investment Management 5
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 5
Garrison Asset Management, LLC 5
Evanson Asset Management, LLC 5
Hosking Partners LLP 5
Pimco California Municipal Income Fund Ii 5
MJT & Associates Financial Advisory Group, Inc. 5
Sterling Manor Financial, LLC 5
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 5
AMZA - ETFis Series Trust I - InfraCap MLP ETF 5
Birchcreek Wealth Management, LLC 5
Legacy Financial Group LLC 5
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 5
Hamlin Capital Management, LLC 5
Mjp Associates Inc /adv 5
Waverton Investment Management Ltd 5
Community Bank of Raymore 5
Brookwood Investment Group LLC 5
Northside Capital Management, LLC 5
Foster Group, Inc. 5
Pioneer Trust Bank N A/or 5
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 5
Northstar Advisory Group, LLC 5
Oak Harvest Investment Services 5
Forte Capital Llc /adv 5
LifePro Asset Management 5
Berkshire Hathaway Inc 5
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 5
New Century Investment Management, Inc 5
Cohen Klingenstein LLC 5
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 5
Addenda Capital Inc. 5
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 5
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 5
Platform Technology Partners 5
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 5
FUENX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Municipal Income Fund 5
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 5
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 5
Franklin Street Advisors Inc /nc 5
Claudia M.p. Batlle, Crp (r) Llc 5
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 5
City National Bank Of Florida /msd 5
Asset Allocation & Management Company, LLC 5
Campbell Newman Asset Management Inc 5
Newman Dignan & Sheerar, Inc. 5
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 5
Grassi Investment Management 5
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund 5
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 5
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 5
First Western Trust Bank 5
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 5
Holloway Wealth Management, LLC 5
Woodstock Corp 5
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 5
Mitchell Sinkler & Starr/pa 5
Silphium Asset Management Ltd 5
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 5
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 5
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 5
Community Trust & Investment Co 5
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 5
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 5
American Fidelity Dual Strategy Fund Inc 5
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 5
Marshwinds Advisory Co 5
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 5
Louisbourg Investments Inc. 5
Community Bank & Trust, Waco, Texas 5
Texas Capital Bancshares Inc/tx 5
Copper Rock Capital Partners, LLC 5
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 5
Gdl Fund 5
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 5
Rushmore Investment Advisors, Inc. 5
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 5
Bath Savings Trust Co 5
Quantedge Capital Pte Ltd 5
Sovran Advisors, LLC 5
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 5
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 5
Nexus Investment Management ULC 5
Bel Air Investment Advisors Llc 5
Advisor OS, LLC 5
Merriman Wealth Management, LLC 5
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 5
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 5
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 5
Westend Partners Lp 5
Samlyn Capital, Llc 5
Stillwater Investment Management, LLC 5
Scotia Asset Management L.P. 5
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 5
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 5
Renaissance Investment Group LLC 5
Eaton Vance Floating-rate 2022 Target Term Trust 5
Nuveen Nasdaq 100 Dynamic Overwrite Fund 5
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 5
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 5
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 5
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 5
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 5
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 5
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 5
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 5
Marvin & Palmer Associates Inc 5
RBB FUND, INC. - Adara Smaller Companies Fund 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 5
Kieckhefer Group Llc 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 5
Florida Financial Advisors, Llc 5
Scoggin Management Lp 5
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 5
Winning Points Advisors, LLC 5
AUERX - Unified Series Trust - Auer Growth Fund 5
RMCA - Tidal Trust III - Rockefeller California Municipal Bond ETF 5
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 5
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 5
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 5
Parr Mcknight Wealth Management Group, Llc 5
Hanlon Investment Management, Inc. 5
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 5
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 5
Arcadia Investment Advisors Llc 5
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 5
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 5
EagleClaw Capital Managment, LLC 5
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 5
Oddo Bhf Asset Management Sas 5
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 5
Fidgeon Timothy F 5
Blackrock Muniyield California Fund, Inc. 5
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 5
DVY - iSHARES TRUST - iShares Select Dividend ETF 5
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 5
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 5
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 5
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 5
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 5
Private Harbour Investment Management & Counsel, LLC 5
RiverFront Investment Group, LLC 5
IBCD - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ex-Financials ETF 5
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 5
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 5
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 5
Braver Wealth Management, LLC 5
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 5
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF 5
Hurley Capital, LLC 5
PTHAX - PUTNAM TAX FREE INCOME TRUST - Putnam Tax-Free High Yield Fund Class C Shares 5
Legacy Capital Partners, Inc. 5
MSTPX - Morningstar Funds Trust - Morningstar Municipal Bond Fund 5
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 5
Nuveen Credit Strategies Income Fund 5
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 5
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 5
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 5
Pentwater Capital Management LP 5
Global Endowment Management, LP 5
Buckingham Capital Management, Inc. 5
DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A 5
Trutina Financial LLC 5
Nuveen Short Duration Credit Opportunities Fund 5
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 5
Nuveen Floating Rate Income Opportunity Fund 5
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 5
Blue Square Asset Management, Llc 5
EPIQ Capital Group, LLC 5
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB 5
HDPBX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Blue Chip Equity Income Fund Retail Class 5
Nuveen Floating Rate Income Fund 5
Emerson Investment Management, Llc 5
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 5
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 5
Nuveen Senior Income Fund 5
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 5
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 5
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 5
Taylor Wealth Management Partners 5
Inverness Investment Group, LLC 5
Verity & Verity, LLC 5
ICENX - ICON FUNDS - ICON Energy Fund Class S 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 5
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 5
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 5
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 5
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 5
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 5
LKFIX - LKCM Funds - LKCM Fixed Income Fund 5
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 5
AIEQ - ETF Managers Trust - AI Powered Equity ETF 5
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 5
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 5
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 5
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 5
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 5
Eaton Vance Tax Advantaged Dividend Income Fund 5
S&co Inc 5
Multi-strategy Growth & Income Fund 5
Accredited Investors Inc. 5
Voya Prime Rate Trust 5
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 5
Apella Capital, LLC 5
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares 5
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 5
Arbiter Partners Capital Management LLC 5
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 5
Fagan Associates, Inc. 5
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 5
Legacy Investment Solutions, LLC 5
B&l Asset Management Llc 5
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 5
Biltmore Wealth Management, LLC 5
PRIHX - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. 5
Willow Street Advisors LLC 5
Capstone Financial Group, Inc. 5
Mirador Capital Partners LP 5
TOWER TRUST Co 5
Affinity Capital Advisors, LLC 5
Bellecapital International Ltd. 5
Everstar Asset Management, LLC 5
Oppenheimer Main Street Funds 5
Armis Advisers, LLC 5
Spotlight Asset Group, Inc. 5
AlphaOne Investment Services, LLC 5
Ayalon Holdings Ltd. 5
Westshore Wealth, LLC 5
MD Financial Management Inc. 5
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 5
Gyrus Investment Management Inc. 5
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 5
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 5
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 5
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 5
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 5
Tempus Wealth Planning, LLC 5
Tetrem Capital Management Ltd. 5
CATF - AMERICAN CENTURY ETF TRUST - American Century California Municipal Bond ETF 5
Goldstone Financial Group, LLC 5
Epstein & White Financial LLC 5
Ruane, Cunniff & Goldfarb Inc 5
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 5
Danda Trouve Investment Management, Inc. 5
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 5
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 5
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 5
Berkley W R Corp 5
UBP Investment Advisors SA 5
Brooktree Capital Management 5
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 5
CR Intrinsic Investors, LLC 5
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 5
Cabot-Wellington, LLC 4
Integre Asset Management, LLC 4
LIVR - EA Series Trust - Intelligent Livermore ETF 4
Freemont Management S.A. 4
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 4
Syntegra Private Wealth Group, LLC 4
BUYN - USCF ETF Trust - USCF SummerHaven SHPEN Index Fund 4
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 4
General American Investors Co Inc 4
Eaton Vance Enhanced Equity Income Fund 4
Blackrock Enhanced International Dividend Trust 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 4
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 4
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 4
Prossimo Advisors, LLC 4
GSTAX - Managed Portfolio Series - Principal Street High Income Municipal Fund Institutional Class 4
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 4
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 4
Signature Wealth Management Partners, LLC 4
Summit Asset Management, LLC 4
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 4
Vanguard Morgan Growth Fund 4
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 4
B.O.S.S. Retirement Advisors, LLC 4
Sara-Bay Financial 4
Vertex Planning Partners, LLC 4
Federated Project & Trade Finance Tender Fund 4
Brighthouse Funds Trust II - MFS Value Portfolio Class A 4
Ksa Capital Management, Llc 4
TOWER TRUST & INVESTMENT Co 4
Federated Core Trust III - Federated Project and Trade Finance Core Fund 4
Promus Capital, LLC 4
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 4
Goldstein Advisors, LLC 4
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 4
Ritter Daniher Financial Advisory, Llc 4
CG Asset Management LLC 4
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 4
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 4
Allegiance Financial Group Advisory Services LLC 4
Alteri Wealth LLC 4
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 4
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 4
Nuveen California Select Tax Free Income Portfolio 4
A. D. Beadell Investment Counsel, Inc. 4
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 4
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 4
TAFI - AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 4
Northern Financial Advisors Inc 4
MBL Wealth, LLC 4
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 4
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 4
Pictet North America Advisors SA 4
Iat Reinsurance Co Ltd. 4
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 4
Capital Insight Partners, Llc 4
Blue Edge Capital, LLC 4
Fulcrum Capital LLC 4
AGH Wealth Advisors, LLC 4
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 4
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 4
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 4
Retirement Financial Solutions, Llc 4
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 4
Messner & Smith Theme Value Investment Management Ltd /ca/ 4
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 4
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 4
Sax Wealth Advisors, Llc 4
Bernardo Wealth Planning LLC 4
Neumann Capital Management, LLC 4
FAINX - MSS Series Trust - Fallen Angels Income Fund 4
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 4
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 4
Gray Wealth Management Inc. 4
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 4
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 4
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 4
Papp L Roy & Associates 4
Unified Investment Management 4
Financial Network Wealth Management LLC 4
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 4
ULTRA SERIES FUND - Large Cap Value Fund Class I 4
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 4
Security National Bank Of Sioux City Iowa /ia/ 4
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 4
Graybill Bartz & Assoc Ltd 4
Signet Management Usa, Llc 4
Cassia Capital Partners, LLC 4
Intrepid Capital Management Inc 4
Gai Agility Income Fund 4
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 4
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 4
Thomaspartners, Inc. 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 4
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 4
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 4
USATX - USAA MUTUAL FUNDS TRUST - Tax Exempt Intermediate-Term Fund Shares 4
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 4
Greystone Financial Group, LLC 4
EULAV Asset Management 4
Alphagen Securities Llc 4
New Harbor Financial Group, LLC 4
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 4
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 4
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund 4
Arabesque Asset Management Ltd 4
Novem Group 4
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 4
Cornerstone Select Advisors, LLC 4
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 4
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 4
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 4
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 4
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 4
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 4
Jnl Series Trust - Jnl/s&p 4 Fund (a) 4
Gould Asset Management Llc /ca/ 4
Thrive Capital Management, LLC 4
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 4
Jnl Series Trust - Jnl/mellon International Index Fund (a) 4
Boussard & Gavaudan Investment Management LLP 4
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 4
Gruss Capital Management LP 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 4
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 4
Flat Footed LLC 4
Weik Capital Management 4
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 4
Horizons Wealth Management 4
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 4
Conquis Financial Llc 4
Morgan Dempsey Capital Management Llc 4
Montchanin Asset Management, Llc 4
Roffman Miller Associates Inc /pa/ 4
5-to-15 Year Laddered Municipal Bond Portfolio - 5-to-15 Year Laddered Municipal Bond Portfolio 4
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares 4
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares 4
Center For Asset Management LLC 4
Plan Group Financial, LLC 4
FSM Wealth Advisors, LLC 4
Ironwood Investment Counsel, LLC 4
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 4
Independence Trust CO 4
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 4
MUIMX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra-Short Municipal Income Portfolio Institutional Class 4
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 4
Broderick Brian C 4
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A 4
T. Rowe Price Investment Management, Inc. 4
Renasant Bank 4
Accretive Wealth Partners, LLC 4
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 4
Insight Advisors, LLC/ PA 4
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 4
Altrius Capital Management Inc 4
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 4
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 4
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 4
Columbus Hill Capital Management, L.P. 4
Saratoga Research & Investment Management 4
Rainier Family Wealth Inc 4
Silver Bridge Capital Management LLC 4
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 4
Lokken Investment Group LLC 4
GDS Wealth Management 4
ARS Wealth Advisors, LLC 4
Wills Financial Group LLC 4
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 4
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 4
Financial Management Network Inc 4
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 4
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 4
Gruss & Co., LLC 4
Waycross Partners, Llc 4
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4
Eagle Capital Appreciation Fund 4
Keudell/Morrison Wealth Management 4
Delta Financial Advisors Llc 4
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 4
PENN SERIES FUNDS INC - Large Cap Value Fund 4
Reaves Utility Income Fund 4
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 4
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 4
King Investment Advisors Inc/tx 4
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 4
Galvin, Gaustad & Stein, LLC 4
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 4
Davis-rea Ltd. 4
Beddow Capital Management Inc 4
Joule Financial, LLC 4
Kesler, Norman & Wride, LLC 4
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 4
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 4
Farmer Steven Patrick 4
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund 4
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 4
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 4
Oppenheimer Limited-term Bond Fund 4
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 4
RESAX - RBC FUNDS TRUST - RBC BlueBay Emerging Market Debt Fund Class A 4
Abound Financial, Llc 4
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 4
Klaas Financial Asset Advisors, LLC 4
Mizuho Markets Americas Llc 4
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 4
DVYE - iShares, Inc. - iShares Emerging Markets Dividend ETF 4
Dillon & Associates Inc 4
Harding Loevner Lp 4
Pimco California Municipal Income Fund 4
Sanibel Captiva Investment Advisers, Inc. 4
Cumberland Partners Ltd 4
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 4
Sutton Place Investors Llc 4
TriaGen Wealth Management LLC 4
Cambridge Advisors Inc. 4
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 4
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C 4
Western Financial Corporation 4
Cove Street Capital, LLC 4
Black Swift Group, LLC 4
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 4
Stralem & Co Inc 4
Texan Capital Management 4
Thomas Story & Son Llc 4
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 4
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 4
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 4
Mb, Levis & Associates, Llc 4
Napier Park Global Capital (US) LP 4
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A 4
Powers Advisory Group, LLC 4
Offit Capital Advisors Llc 4
Silver Lake Advisory, LLC 4
Mork Capital Management, LLC 4
LGT Fund Management Co Ltd. 4
Inspirion Wealth Advisors, Llc 4
Pimco California Municipal Income Fund Iii 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares 4
Cincinnati Financial Corp 4
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 4
Solidarilty Wealth, LLC 4
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 4
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 4
Mcglinn Capital Management Inc 4
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 4
USMDX - Columbia Funds Series Trust II - Columbia Ultra Short Municipal Bond Fund Advisor Class 4
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 4
Artemis Wealth Advisors, LLC 4
Objective Capital Management, LLC 4
Insight Wealth Partners, LLC 4
KEMPER Corp 4
Greenspring Advisors, LLC 4
Compass Capital Corp /ma/ /adv 4
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 4
Marshall Financial Group LLC 4
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 4
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 4
Fairview Capital Investment Management, Llc 4
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 4
Capstone Triton Financial Group, LLC 4
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 4
Catawba Capital Management /va 4
Ninety One SA (PTY) Ltd 4
CVAR - ETF Opportunities Trust - Cultivar ETF 4
Benchmark Capital Advisors 4
Truepoint, Inc. 4
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 4
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 4
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 4
Capital & Planning, Llc 4
Altavista Wealth Management, Inc. 4
Archon Partners LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 4
Westhampton Capital, LLC 4
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 4
Henssler Funds Inc 4
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 4
10-15 Associates, Inc. 4
Blackrock Dividend Income Trust 4
Lombard Odier Transatlantic, Limited Partnership 4
Ramsay, Stattman, Vela & Price, Inc. 4
Broadleaf Partners, LLC 4
Sandhill Capital Partners LLC 4
ADVTX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund II CLASS N SHARES 4
Corps Capital Advisors, LLC 4
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 4
Good Steward Wealth Advisors,LLC 4
Convergence Financial, LLC 4
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 4
New Jersey Better Educational Savings Trust 4
ArrowMark Colorado Holdings LLC 4
Grassi Investment Management Llc 4
First International Bank & Trust 4
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6 4
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 4
CORDA Investment Management, LLC. 4
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 4
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 4
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 4
Paladin Wealth, LLC 4
Sarasin & Partners LLP 4
Nichols Asset Management LLC 4
Karlinski Andrew C 4
Globe Life Inc. 4
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 4
Stone Toro Investment Advisers, LP 4
apricus wealth, LLC 4
BWM Planning, LLC 4
Stamina Capital Management Lp 4
Brown Miller Wealth Management, LLC 4
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 4
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 4
Turim 21 Investimentos Ltda. 4
Viking Global Investors Lp 4
Invenomic Capital Management LP 4
Glassy Mountain Advisors, Inc. 4
BATEX - Blackrock Allocation Target Shares - Bats Series E 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 4
Fintrust Investment Advisory Services, Llc 4
Sound Financial Strategies Group, LLC 4
Advantage Alpha Capital Partners LP 4
McNamara Financial Services, Inc. 4
MCCGX - Mirae Asset Discovery Funds - Emerging Markets Great Consumer Fund Class C Shares 4
Leigh Baldwin & Co., Llc 4
Stillwater Capital Advisors, LLC 4
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 4
Aberdeen Wealth Management LLC 4
Glenview State Bank Trust Dept. 4
Argus Investors' Counsel, Inc. 4
Harvey Investment Co Llc 4
Abbot Financial Management, Inc. 4
Mattern Capital Management, Llc 4
First Wilshire Securities Management Inc 4
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 4
Sculati Wealth Management, LLC 4
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 4
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF 4
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 4
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 4
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 4
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 4
United Income, Inc. 4
Athos Capital Ltd 4
Oaktree Diversified Income Fund Inc. 4
Geneva Partners, LLC 4
BancFirst Trust & Investment Management 4
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 4
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 4
RUFF - ETF Opportunities Trust - Alpha Dog ETF 4
Cantor Fitzgerald Investment Adviser L.p. 4
Mitsubishi UFJ Asset Management (UK) Ltd. 4
Hikari Power Ltd 4
Blackrock Real Asset Equity Trust 4
National Rural Electric Cooperative Association 4
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 4
NovaPoint Capital, LLC 4
Washington State Investment Board 4
Pinpoint Asset Management Ltd 4
Okabena Investment Services Inc 4
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 4
Madison Asset Management, LLC 4
Garrison Bradford & Associates Inc 4
Austin Private Wealth, LLC 4
OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A 4
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 4
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 4
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 4
Atlas Legacy Advisors, LLC 4
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 4
Moser Wealth Advisors, LLC 4
Portola Group Inc /ca 4
Hendley & Co Inc 4
Paragon Capital Management Inc 4
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 4
Brooks, Moore & Associates, Inc. 4
SBHEX - Investment Managers Series Trust - Segall Bryant & Hamill Emerging Markets Fund Class A 4
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 4
Aristeia Capital Llc 4
Mountain Hill Investment Partners Corp. 4
State Farm Mutual Automobile Insurance Co 4
FirstPurpose Wealth LLC 4
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund 4
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 4
Dimension Capital Management Llc 4
Mayfair Advisory Group, LLC 4
C2C Wealth Management, LLC 4
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 4
Indie Asset Partners, LLC 4
Circle Wealth Management, LLC 4
SeaBridge Investment Advisors LLC 4
Matthew Goff Investment Advisor, LLC 4
Lagoda Investment Management, L.P. 4
Israel Discount Bank of New York 4
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 4
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 4
Crumly & Associates Inc. 4
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 4
LWM Advisory Services, LLC 4
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 4
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 4
Qp Wealth Management, Llc 4
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 4
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 4
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 4
Pineno Levin & Ford Asset Management, Inc. 4
Rather & Kittrell, Inc. 4
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 4
Columbia Trust Co 01012016 4
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 4
Conservest Capital Advisors, Inc. 4
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 4
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares 4
AMJ Financial Wealth Management 4
Edmonds Duncan Registered Investment Advisors, LLC 4
Titleist Asset Management, Ltd. 4
Dohj, Llc 4
Nuveen Amt-free Municipal Credit Income Fund 4
Baltimore Capital Management, Inc 4
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 4
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 4
Ocean Capital Management, LLC 4
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A 4
MOKAN Wealth Management Inc. 4
Eagle Rock Investment Company, Llc 4
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 4
Harvey Partners, LLC 4
Optivise Advisory Services LLC 4
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 4
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 4
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 4
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 4
Perennial Investment Advisors, LLC 4
Denver Wealth Management, Inc. 4
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 4
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 4
Elevated Capital Advisors, LLC 4
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 4
Ashfield Capital Partners, LLC 4
Aurora Private Wealth, Inc. 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 4
VAUGHAN & Co SECURITIES, INC. 4
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 4
Israel Discount Bank Of New York /gfn 4
Doliver Advisors, Lp 4
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 4
Saddle Road Partners, LLC 4
Liberty One Investment Management, Llc 4
Arbor Trust Wealth Advisors, Llc 4
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 4
Euro Pacific Asset Management, LLC 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 4
Access Financial Services, Inc. 4
Spreng Capital Management, Inc. 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
Benchmark Investment Advisors LLC 4
Hoertkorn Richard Charles 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 4
Garnet Equity Capital Holdings, Inc. 4
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 4
Monarch Capital Management Inc/ 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
Eaton Vance Short Duration Diversified Income Fund 4
Schwerin Boyle Capital Management Inc 4
Autumn Glory Partners, LLC 4
CMH Wealth Management LLC 4
Oppenheimer Main Street All Cap Fund 4
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 4
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 4
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 4
Kingstone Capital Partners Texas, LLC 4
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 4
Granite FO LLC 4
Eaton Vance Tax-managed Diversified Equity Income Fund 4
Tributary Capital Management, LLC 4
Drucker Wealth 3.0, LLC 4
Letson Investment Management, Inc. 4
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 4
Arcus Capital Partners, LLC 4
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 4
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 4
Strategic Family Wealth Counselors, L.L.C. 4
Stokes & Hubbell Capital Management, LLC 4
Howard Bailey Securities, Llc 4
Granite Bay Wealth Management, LLC 4
American Assets Inc 4
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 4
Apeiron RIA LLC 4
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 4
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 4
Strategic Financial Services, Inc, 4
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I 4
John Hancock Tax-advantaged Global Shareholder Yield Fund 4
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 4
Overland Advisors, LLC 4
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 4
Graham Capital Wealth Management, Llc 4
Laurel Grove Capital, LLC 4
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 4
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 4
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 4
SCTTX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay C Portfolio Class 2 4
Financially Speaking Inc 4
Royal Capital Wealth Management, LLC 4
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 4
CRZAX - MAINSTAY FUNDS TRUST - MainStay Cushing Renaissance Advantage Fund Class A 4
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 4
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 4
Crawford Lake Capital Management, LLC 4
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 4
Weather Gauge Advisory, LLC 4
MLPPX - Managed Portfolio Series - Tortoise MLP & Energy Infrastructure Fund Institutional Class Shares 4
Merchants' Gate Capital LP 4
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 4
SLIM - Janus Detroit Street Trust - The Obesity ETF 4
Oneamerica Funds Inc 4
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 4
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 4
Prudent Man Investment Management, Inc. 4
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 4
ParenteBeard Wealth Management, LLC 4
Vantage Financial Partners Ltd., Inc. 4
Davidson Kempner Capital Management Lp 4
BW Gestao de Investimentos Ltda. 4
Cloud Capital Management, LLC 4
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 4
Pt Asset Management, Llc 4
Blackston Financial Advisory Group, LLC 4
Bank OZK 4
Ostrum Asset Management U.s., Llc 4
Profit Investment Management, LLC 4
Turner Investments, L.p. 4
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 4
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 4
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 4
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 4
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 4
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 4
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 4
Moon Capital Management, LLC 4
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 4
Cooper Creek Partners Management Llc 4
Gould Capital, LLC 4
Wafra Inc. 4
INDA - iSHARES TRUST - iShares MSCI India ETF 4
Flippin Bruce & Porter Inc 4
Win Advisors, Inc 4
Pluribus Labs, LLC 4
Te Ahumairangi Investment Management Ltd 4
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 4
Empire Life Investments Inc. 4
RB Capital Management, LLC 4
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 4
Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class 4
Fairfield Financial Advisors, LTD 4
Hotaling Investment Management, LLC 4
Lehman & Derafelo Financial Resources LLC 4
Oakview Capital Management, L.p. 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 4
WMG Financial Advisors, LLC 4
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 4
Cue Financial Group, Inc. 4
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 4
Boyer & Corporon Wealth Management, LLC 4
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 4
Meridian Financial Partners LLC 4
Manhattan West Asset Management, LLC 4
MKT Advisors LLC 4
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 4
Lincoln Capital LLC 4
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 4
Templeton Global Opportunities Trust 4
Global Thematic Partners, LLC 4
bLong Financial, LLC 4
New England Private Wealth Advisors LLC 4
DoubleLine Yield Opportunities Fund 4
Krs Capital Management, Llc 4
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 4
Horizon Financial Services, Llc 4
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 4
Ambassador Advisors, LLC 4
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A 4
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 4
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 4
Nokota Management, LP 4
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A 4
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 4
AMG Funds LLC 4
Norman Fields, Gottscho Capital Management, LLC 4
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 4
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 4
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 4
Northstar Financial Companies, Inc. 4
Franklin Square Holdings, L.P. 4
Covenant Asset Management, LLC 4
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 4
TPG Financial Advisors, LLC 4
Next Level Private LLC 4
Nuveen Municipal Value Fund Inc 4
Incline Global Management LLC 4
Marietta Wealth Management, LLC 4
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 4
Icahn Carl C 4
Slate Path Capital LP 4
Pomelo Capital LLC 4
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 4
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 4
Lgl Partners, Llc 4
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 4
Nixon Peabody Trust Co 4
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 4
Silicon Hills Wealth Management, LLC 4
Elliott Investment Management L.P. 4
Reitz Capital Advisors LLC 4
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 4
Modus Advisors, LLC 4
Brucke Financial, Inc. 4
Intrinsic Value Partners, LLC 4
Monograph Wealth Advisors, Llc 4
Cura Wealth Advisors, Llc 4
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 4
Financial Strategy Network, LLC 4
Interactive Financial Advisors 4
Masso Torrence Wealth Management Inc. 4
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 4
Lumbard & Kellner, LLC 4
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 4
Barber Financial Group, Inc. 4
Stolper Co 4
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 4
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 4
Plimoth Trust Co Llc 4
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 4
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 4
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A 4
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 4
Truadvice, LLC 4
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 4
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 4
Greenup Street Wealth Management Llc 4
Lion Point Capital, LP 4
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 4
Cs Mckee Lp 4
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 4
SDIV - Global X Funds - Global X SuperDividend ETF 4
Permanens Capital L.P. 4
Armor Investment Advisors, LLC 4
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 4
Leverty Financial Group, LLC 4
Sloy Dahl & Holst, LLC 4
TRH Financial, LLC 4
PUREfi Wealth, LLC 4
BigSur Wealth Management LLC 4
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 4
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 4
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 4
Fusion Family Wealth LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 4
Enhancing Capital LLC 4
Montage Investments, Llc 4
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 4
Ratan Capital Management LP 4
Wittenberg Investment Management, Inc. 4
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 4
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 4
Burns J W & Co Inc/ny 4
Svenska Handelsbanken AB (publ) 4
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 4
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 4
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 4
Aquire Wealth Advisors, LLC 4
Cornerstone Capital, Inc. 4
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 4
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 4
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 4
VCIEX - VALIC Co I - International Equities Index Fund 4
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 4
TDVFX - Investment Managers Series Trust - Towle Deep Value Fund 4
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 4
Gardner Lewis Asset Management L P 4
Chubb Corp 4
Trevor Stewart Burton & Jacobsen Inc 4
Planning Solutions Group Llc 4
GURU - Global X Funds - Global X Guru Index ETF 4
Alley Co LLC 4
BXM Wealth LLC 4
Wealthstream Advisors, Inc. 4
GraniteShares Advisors LLC 4
DIV - Global X Funds - Global X SuperDividend U.S. ETF 4
Capital Market Strategies LLC 4
Master Basic Value Llc 4
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 4
Berkeley Capital Partners, LLC 4
NUCAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Intermediate Municipal Bond Fund Class A 4
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 4
Walter & Keenan Financial Consulting Co /mi/ /adv 4
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 4
Birch Hill Investment Advisors LLC 4
Montrusco Bolton Investments Inc. 4
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 4
Capstone Financial Advisors, Inc. 4
Cottage Street Advisors LLC 4
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 4
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 4
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 4
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 4
Neuberger Berman Mlp Income Fund Inc. 4
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 4
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 4
Lawson Kroeker Investment Management Inc/ne 4
FSAJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Tax-Free Bond Fund 4
Greystone Managed Investments Inc. 4
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 4
Reliant Investment Management, LLC 4
Hokanson Associates, Inc. 4
Scott Marsh Financial, LLC 4
Southport Management, L.l.c. 4
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 4
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 4
SOL Capital Management CO 4
Arthur M. Cohen & Associates, Llc 4
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 4
Penn Mutual Asset Management, LLC 4
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 4
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 4
Loveless Wealth Management LLC 4
Perfromance Wealth Partners, LLC 4
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 4
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 4
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 4
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 4
SDIVX - Stock Dividend Fund, Inc. - Stock Dividend Fund, Inc. 4
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 4
Sumit Capital, Llc 4
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund 4
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 4
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 4
Zenyatta Capital Management LP 4
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 4
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 4
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 4
Yarbrough Capital, LLC 4
Astrantus Ltd 4
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A 4
Karamaan Group, LLC 4
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 4
PUTNAM FUNDS TRUST - Putnam Intermediate-Term Municipal Income Fund CLASS Y 4
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 4
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 4
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I 4
Highmount Capital, LLC 4
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 4
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 4
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 4
Kings Path Partners LLC 4
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 4
ZynergyRetirementPlanningLLC 4
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 4
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 4
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 4
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 4
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF 4
LHIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia High Yield Municipal Fund Class A 4
Sandell Asset Management Corp 4
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 4
Friedenthal Financial 4
Invesco Municipal Income Opportunities Trust 4
HMS Capital Management, LLC 4
Investors Trust Inc 4
Northstar Group, Inc. 4
Cottonwood Capital Advisors, Llc 4
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 4
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 4
DGS Capital Management, LLC 4
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 4
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 4
Sippican Capital Advisors 4
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 4
Honeywell International Inc 4
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 4
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF 4
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 4
Strategic Capital Group LLC 4
Lilley & Co 4
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 4
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 4
Morris Capital Advisors, LLC 4
Moody Aldrich Partners Llc 4
James Alpha Funds Trust - Easterly RocMuni High Income Municipal Bond Fund - Investor Class 4
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 4
D. E. Shaw Kalon Portfolios, L.L.C. 4
MidAtlantic Capital Management, Inc. 4
Beacon Financial Advisory LLC 4
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 4
Levitt Capital Management LLC 4
Carlson Capital Management 4
Long Wharf Investors, Inc. 4
Balter Liquid Alternatives, LLC 4
World Equity Group, Inc. 4
VSL - ETF Series Solutions - Volshares Large Cap ETF 4
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 4
Highwater Wealth Management, LLC 4
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 4
M. Kraus & Co 4
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 4
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 4
Straight Path Wealth Management 4
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 4
Kays Financial Advisory Corp /adv 4
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 4
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 4
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 4
Surience Private Wealth Llc 4
J2 Capital Management Inc 4
Agate Pass Investment Management, LLC 4
Sl Advisors, Llc 4
Independence Advisors, LLC 4
Bay Rivers Group 4
Bankers Trust Co 4
Advanced Series Trust - Ast Small-cap Value Portfolio 4
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 4
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 4
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 4
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 4
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares 4
D. E. Shaw & Co, L.p. 4
Wood Investment Counsel LLC 4
Alpine Associates Advisors 4
Boussard & Gavaudan Asset Management LP 4
Genworth Financial Inc 4
Rayner & Haynor 4
Econ Financial Services Corp 4
Asset Advisors Investment Management, LLC 4
Spring Capital Management, Llc 4
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 4
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 4
TT Capital Management LLC 4
Kolinsky Wealth Management, LLC 4
Cohen Lawrence B 4
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 4
Mfs Investment Grade Municipal Trust 4
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 4
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 4
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 4
Exeter Financial, LLC 4
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 4
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 4
Fidelity National Financial, Inc. 4
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 4
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 4
Dopkins Wealth Management, Llc 4
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 4
SGLSX - Blackrock Funds - Blackrock Energy & Resources Portfolio Institutional 4
Knighthead Capital Management, LLC 4
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 4
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 4
Michels Family Financial, LLC 4
Paladin Advisory Group, LLC 4
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 4
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 4
Woodburn R Robert Jr 4
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 4
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 4
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 4
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 4
Richard P Slaughter Associates Inc 4
Fairhaven Wealth Management, LLC 4
German American Bancorp, Inc. 4
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 4
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 4
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 4
ERTS Wealth Advisors, LLC 4
JGP Wealth Management, LLC 4
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 4
Locust Wood Capital Advisers, Llc 4
Stratford Consulting, LLC 4
Vishria Bird Financial Group, LLC 4
Traphagen Investment Advisors Llc 4
Eaton Vance Risk-managed Diversified Equity Income Fund 4
Private Capital Management Llc 4
Cinque Partners Llc 4
O'Dell Group, LLC 4
Baltimore-Washington Financial Advisors Inc. 4
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 4
Oppenheimer Equity Fund 4
High Pointe Capital Management Llc 4
Trajan Wealth LLC 4
Sequent Planning LLC 4
Tiedemann Trust Co 4
Passumpsic Savings Bank 4
Salient Midstream & Mlp Fund 4
Atlanta Consulting Group Advisors, LLC 4
Umpqua Bank 4
Spirepoint Private Client, Llc 4
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 4
Mondrian Investment Partners LTD 4
Wealth Group, Ltd. 4
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 4
Gabelli Utility Trust 4
Fiduciary Family Office, Llc 4
Allianz Life Insurance Co Of North America 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
STFGX - Advisers Investment Trust - State Farm Growth Fund 4
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 4
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 4
Sky Investment Group LLC 4
EAM Global Investors LLC 4
Nicola Wealth Management Ltd. 4
Pullen Investment Management, LLC 4
Legacy Financial Strategies, LLC 4
Glass Wealth Management Co LLC 4
Badgley Phelps Wealth Managers, LLC 4
Embree Financial Group 4
Cobler Capital Management, LLC 4
Horizon Advisory Services, Inc. 4
Winchester Group Inc. 4
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 4
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 4
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 4
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 4
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 4
York Capital Management Global Advisors, LLC 4
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 4
Country Fund Management 4
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 4
MGB Wealth Management, LLC 4
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 4
Thornburg Income Builder Opportunities Trust 4
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 4
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 4
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 4
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 4
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 4
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 4
Hi-Line Capital Management, LLC 4
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 4
Sls Management Llc 4
Krane Funds Advisors LLC 4
Spectrum Financial Alliance Ltd LLC 4
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 4
Hager Investment Management Services, Llc 4
Duncan Williams Asset Management, LLC 4
AA Financial Advisors, LLC 4
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 4
TIHCX - TRANSAMERICA FUNDS - Transamerica International Value Class I2 4
TSP Capital Management Group, LLC 4
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 4
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 4
Baldrige Asset Management LLC 4
Julex Capital Management, Llc 4
Fairman Group, LLC 4
Private Capital Management, LLC 4
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 4
HOVLX - HOMESTEAD FUNDS INC - Value Fund 4
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 4
Leo Wealth, LLC 4
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 4
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 4
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 4
Texas Capital Funds Trust - Texas Capital Texas Oil Index ETF 4
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 4
Goldman Sachs Mlp & Energy Renaissance Fund 4
Counterweight Ventures, LLC 4
Natixis ETF Trust - Natixis Gateway Quality Income ETF 4
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 4
PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF 4
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A 4
Dow Chemical Co /de/ 4
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 4
Deutsche Municipal Income Trust 4
Pioneer Emerging Markets Fund 4
Breiter Capital Management Inc 4
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 4
Aware Super Pty Ltd as trustee of Aware Super 4
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 4
Novak & Powell Financial Services, Inc. 4
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 4
FSHAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Short Term Municipal Bond Fund Class A 4
Sunpointe, LLC 4
Pyrrho Capital Management, LP 4
Nuveen Tax Advantaged Total Return Strategy Fund 4
Gibbs Wealth Management 4
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 4
Secured Retirement Advisors, Llc 4
Oracle Alpha Inc. 4
FUMB - First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF 4
Kuhn & Co Investment Counsel 4
Gabelli Global Utility & Income Trust 4
Clarity Asset Management, Inc. 4
Capital Advantage, Inc. 4
Bulltick Wealth Management, LLC 4
Hyman Charles D 4
Lantern Wealth Advisors, LLC 4
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 4
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 4
Essex LLC 4
First Trust Enhanced Equity Income Fund 4
Eight 31 Financial Llc 4
Threadgill Financial, Llc 4
SAM Advisors, LLC 4
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 4
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 4
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 4
Arbor Wealth Management, LLC 4
Girard Securities, Inc. 4
COLTX - COLUMBIA FUNDS SERIES TRUST I - Columbia Tax-Exempt Fund Class A 4
Silver Coast Investments LLC 4
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 4
Rothschild & Co Wealth Management UK Ltd 4
Fieldpoint Private Advisors, Inc 4
AssuredPartners Investment Advisors, LLC 4
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 4
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 4
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 4
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 4
South Street Advisors LLC 4
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 4
Serengeti Asset Management LP 4
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 4
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 4
Sound Shore Management Inc /ct/ 4
SIH Partners, LLLP 4
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 4
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 4
Moreno Evelyn V 4
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I 4
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 4
Stock Portfolio - Stock Portfolio 4
Seamount Financial Group Inc 4
Gq Asset Management, Llc 4
Evernest Financial Advisors, LLC 4
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 4
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 4
1858 Wealth Management, Llc 4
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 4
Dynamic Wealth Strategies, LLC 4
Eq Wealth Advisors, Llc 4
Mason Investment Advisory Services, Inc. 4
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 4
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 4
Fcg Advisors, Llc 4
Aviso Wealth Management 4
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A 4
Maia Wealth LLC 4
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 4
Tiger Management L.l.c. 4
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 4
Signal Advisors Wealth, LLC 4
Contrarian Capital Management, L.l.c. 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 4
Richardson Capital Management LLC 4
FORH - ETF Opportunities Trust - Formidable ETF 4
Darden Wealth Group Inc 4
Burkett Financial Services, Llc 4
Cambridge Financial Group, LLC 4
Pingora Partners LLC 4
Kennebec Savings Bank 4
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 4
Acorn Creek Capital Llc 4
Sand Hill Global Advisors, LLC 4
Edgar Lomax Co/va 4
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 4
Pratt Collard Advisory Partners LLC 4
Longer Investments Inc. 4
Evergreen Private Wealth LLC 4
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 4
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 4
Advantage Trust Co 4
EVLU - iSHARES TRUST - iShares MSCI Emerging Markets Value Factor ETF 4
Kayne Anderson Mlp Investment Co 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 4
Mainstream Capital Management LLC 4
Hutchens Investment Management Inc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 4
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 4
Centre Asset Management, LLC 4
Gendell Jeffrey L 4
Lincluden Management Ltd 4
Berry Wealth Group, LP 4
Tlwm 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 4
JNL SERIES TRUST - JNL International Index Fund (I) 4
Stonebrook Private Inc. 4
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 4
QV Investors Inc. 4
Provident Investment Management, Inc. 4
D.B. Root & Company, LLC 4
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares 4
VCI Wealth Management LLC 4
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 4
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 4
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 4
Dupree Financial Group, LLC 4
Inlight Wealth Management, LLC 4
HTLF Bank 4
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 4
Integrated Quantitative Investments LLC 4
Leonard Rickey Investment Advisors P.L.L.C. 4
Kendall Capital Management 4
Portland Investment Counsel Inc. 4
Biltmore Family Office, LLC 4
Bryn Mawr Capital Management Inc 4
Raiff Partners Inc 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 4
Peirce Capital Management, LLC 4
JBF Capital, Inc. 4
Bear Mountain Capital, Inc. 4
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 4
Saxony Capital Management, LLC 4
Border to Coast Pensions Partnership Ltd 4
McMahon Financial Advisors, LLC 4
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 4
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 4
Nearwater Capital Markets, Ltd 4
Ken Stern & Associates, Inc. 4
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 4
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 4
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A 4
HIIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH High Income Fund Class A 4
Cherry Creek Investment Advisors, Inc. 4
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 4
Alerus Investment Advisors Corp 4
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 4
Knott David M 4
Am Investment Strategies Llc 4
RiverTree Advisors, LLC 4
Zuckerman Investment Group, LLC 4
Terra Nova Asset Management LLC 4
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 4
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 4
Keener Financial Planning LLC 4
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 4
Harbour Trust & Investment Management Co 4
Anderson Financial Strategies, LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 4
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 4
Albert D Mason Inc 4
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 4
Welch Capital Partners Llc/ny 4
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 4
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 4
First National Bank & Trust Co Of Newtown 4
Divergent Wealth Advisors, Llc 4
Brady Martz Wealth Solutions, LLC 4
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 4
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class 4
Enterprise Bank & Trust Co 4
Traveka Wealth, LLC 4
Oppenheimer Global High Yield Fund 4
Lewis Asset Management, LLC 4
Pines Wealth Management, LLC 4
Agran Libbie 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 4
Towerpoint Wealth, LLC 4
Sabadell Asset Management, S.A S.G.I.I.C 4
Cedrus LLC 4
Precedent Wealth Partners, Llc 4
Harvest Capital Management Inc 4
Waterway Wealth Management, LLC 4
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 4
Capital Counsel Llc/ny 4
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 4
Nuveen Intermediate Duration Municipal Term Fund 4
Butensky & Cohen Financial Security, Inc 4
All Terrain Financial Advisors, LLC 4
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 4
Financial Partners Group, Inc 4
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 4
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 4
Harvest Management Llc 4
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 4
All Season Financial Advisors, Inc. 4
Townsend & Associates, Inc 4
United Bank, Inc. 4
BlackRock ETF Trust - BlackRock Large Cap Core ETF 4
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 4
Walled Lake Planning & Wealth Management, Llc 4
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 4
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 4
Port Capital LLC 4
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 4
HIMYX - Victory Portfolios IV - Victory Pioneer High Income Municipal Fund Class Y 4
Revisor Wealth Management LLC 4
Ramirez Asset Management, Inc. 4
Marque Millennium Capital Management Lcc 4
Prosperitas Financial LLC 4
Aristotle Atlantic Partners, Llc 4
R.m.sincerbeaux Capital Management Llc 4
WealthTrust Asset Management, LLC 4
Columbus Macro, LLC 4
Syntax Research, Inc. 4
Holowesko Partners Ltd. 4
Lynch & Associates/in 4
Crabel Capital Management, LLC 4
Financiere des Professionnels - Fonds d,investissement inc. 4
Financial Security Advisor, Inc. 4
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A 4
Walthausen & Co., LLC 4
Professional Advisory Services Inc 4
Bedel Financial Consulting Inc 4
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 4
ROE - EA Series Trust - Astoria US Quality Kings ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 4
Disciplined Investors, L.L.C. 4
Iams Wealth Management, Llc 4
VHYVX - Venerable Variable Insurance Trust - Venerable High Yield Fund Class V 4
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 4
JMHI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF 4
HHG & Company, LLC 4
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A 4
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 4
Key Bridge Compliance, LLC 4
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 4
Trilogy Global Advisors Lp 4
1248 Management, LLC 4
Barnes Dennig Private Wealth Management LLC 4
MYDA Advisors LLC 4
Crux Wealth Advisors 4
Westmount Partners, LLC 4
Stelliam Investment Management, Lp 4
Spurstone Advisory Services, LLC 4
Apex Capital Management 4
North Forty Two & Co. 4
Guild Investment Management, Inc. 4
Tower View Investment Management & Research LLC 4
Century Capital Management, LLC 4
Efficient Market Advisors, LLC 4
Capital One Financial Corp 4
Alphasimplex Group, Llc 4
Wellspring Financial Advisors, LLC 4
Northstar Capital Management Llc 4
Diamant Asset Management, Inc. 4
Shorepoint Capital Partners LLC 4
HJEN - Direxion Shares ETF Trust - Direxion Hydrogen ETF 4
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 4
Bank Of Edwardsville 4
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 4
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 4
FIISX - First Investors Equity Funds - First Investors Global Fund Class A 4
Evolution Wealth Management Inc. 4
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4
Putney Financial Group LLC 4
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 4
Armistice Capital, Llc 4
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 4
Triton Wealth Management, PLLC 4
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 4
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 4
Hugh Johnson Advisors LLC 4
Brookmont Capital Management 4
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 4
Oak Grove Capital LLC 4
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 4
Northwest Bank & Trust Co 4
Murphy Pohlad Asset Management LLC 4
United Fire Group Inc 4
Prentice Wealth Management LLC 4
Slagle Financial, LLC 4
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 4
Muzinich & Co., Inc. 4
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 4
JACKSON VARIABLE SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 4
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 4
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 4
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
Vanguard Explorer Fund 4
Ballast, Inc. 4
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 4
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 4
Lansdowne Partners (uk) Llp 4
Punch & Associates Investment Management, Inc. 4
Davidson & Garrard Inc 4
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 4
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 4
Invesco, Llc 4
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 4
Invenio Wealth Partners Llc 4
New Republic Capital, LLC 4
PFW Advisors LLC 4
Independent Investors Inc 4
Elevatus Welath Management 4
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 4
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 4
Ascent Wealth Partners, LLC 4
Murphy, Middleton, Hinkle & Parker, Inc. 4
B. Riley Financial, Inc. 4
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 4
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 4
North American Management Corp 4
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 4
Summitry Llc 4
Prairie Sky Financial Group LLC 4
Edgemoor Investment Advisors, Inc. 4
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 4
Strategies Wealth Advisors, LLC 4
White Pine Investment CO 4
Violich Capital Management, Inc. 4
Tectonic Advisors Llc 4
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 4
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 4
Delta Capital Management Llc 4
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 4
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 4
Bigelow Investment Advisors, LLC 4
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 4
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 4
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 4
Challenger Wealth Management 4
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 4
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 4
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 4
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 4
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 4
SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A 4
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 4
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 4
NFTY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust India NIFTY 50 Equal Weight ETF 4
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 4
Koss-Olinger Consulting, LLC 4
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 4
Foxby Corp. 4
SageGuard Financial Group, LLC 4
Carl Domino Inc 4
LCM Capital Management Inc 4
Abacus Wealth Partners, LLC 4
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 4
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 4
Trivant Custom Portfolio Group, LLC 4
WIREX - PFS FUNDS - Wireless Fund 4
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 4
VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I 4
First Fiduciary Investment Counsel, Inc. 4
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 4
Alta Capital Management Llc/ 4
First Bancorp, Inc /ME/ 4
West Chester Capital Advisors, Inc 4
Gmt Capital Corp 4
Crew Capital Management, Ltd. 4
Wilkinson Global Asset Management LLC 4
AXJL - WisdomTree Trust - WisdomTree Asia Pacific ex-Japan Fund N/A 4
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 4
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 4
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 4
Impact Capital Partners LLC 4
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 4
Spero-smith Investment Advisers Inc /oh 4
Shayne & Co., Llc 4
Baugh & Associates, LLC 4
ABLE Financial Group, LLC 4
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 4
Ofi Invest Asset Management 4
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 4
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 4
FHMIX - Federated Hermes Adviser Series - Federated Hermes Conservative Municipal Microshort Fund Institutional Shares 4
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 4
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 4
Nicolet Bankshares Inc 4
Noesis Capital Mangement Corp 4
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 4
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 4
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 4
DSC Advisors, L.P. 4
Pinnacle West Asset Management, Inc. 4
Berwyn Funds 4
Beacon Harbor Wealth Advisors, Inc. 4
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 4
Freedom Day Solutions, LLC 4
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 4
Shulman DeMeo Asset Management LLC 4
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 4
Mader & Shannon Wealth Management, Inc. 4
Smh Capital Advisors Inc 4
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 4
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 4
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 4
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 4
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 4
Retirement Income Solutions, Inc 4
Uhlmann Price Securities, Llc 4
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 4
Signature Financial Management, Inc. 4
Salient Private Client, Llc 4
Hamel Associates, Inc. 4
Copperwynd Financial, LLC 4
Aries Wealth Management 4
Elkhorn Partners Limited Partnership 4
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 4
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 4
Garrison Point Advisors, Llc 4
Bard Financial Services, Inc. 4
Gallagher Capital Advisors, LLC 4
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 4
Caymus Capital Partners, L.P. 4
Cm Wealth Advisors Llc 4
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4
Columbia Etf Trust 4
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 4
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 4
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 4
PGIM Short Duration High Yield Opportunities Fund 4
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 4
Lifestyle Asset Management, Inc. 4
Keystone Financial Planning, Inc. 4
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 4
Petra Financial Advisors Inc 4
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 4
Legacy Wealth Management, LLC / MS 4
Investment Advisory Services Inc /tx /adv 4
NWF Advisory Services Inc. 4
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 4
STXG - EA Series Trust - Strive 1000 Growth ETF 4
Legacy Trust 4
Roof Eidam & Maycock/adv 4
Academy Capital Management Inc/tx 4
Bull Street Advisors, LLC 4
Fortress Private Ledger, Llc 4
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 4
Iridian Asset Management Llc/ct 4
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 4
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 4
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 4
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 4
Defined Wealth Management, Llc 4
Oppenheimer Developing Markets Fund 4
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 4
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 4
Pinney & Scofield, Inc. 4
Acrisure Capital Management, LLC 4
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 4
Robbins Farley Llc 4
SkyView Investment Advisors, LLC 4
Peloton Wealth Strategists 4
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares 4
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 4
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 4
Kamunting Street Capital Management, L.P. 4
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 4
Staar Investment Trust 4
De Burlo Group Inc 4
Cascade Investment Group, Inc. 4
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 4
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 4
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 4
SCMB - SCHWAB STRATEGIC TRUST - Schwab Municipal Bond ETF 4
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 4
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 4
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 4
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 4
Nichols & Pratt Advisers Llp /ma 4
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 4
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 4
TrinityPoint Wealth, LLC 4
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 4
Heritage Wealth Management, Inc./Texas 4
Mawer Investment Management Ltd. 4
Strait & Sound Wealth Management LLC 4
Bensler, LLC 4
Riverbend Wealth Management, LLC 4
Marble Harbor Investment Counsel, LLC 4
OCTA - Tidal Trust II - Octane All-Cap Value Energy ETF 4
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 4
EXNAX - EATON VANCE INVESTMENT TRUST - Eaton Vance National Limited Maturity Municipal Income Fund Class A 4
Legacy Financial Group, Inc. 4
Per Stirling Capital Management, LLC. 4
Allianzgi Equity & Convertible Income Fund 4
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 4
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 4
Stadion Money Management, LLC 4
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S 4
Freedom Wealth Alliance, Llc 4
Davis Investment Partners, LLC 4
Souders Financial Advisors 4
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 4
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 4
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 4
united american securities inc. (d/b/a uas asset management) 4
Oak Hill Wealth Advisors, Llc 4
Permanent Capital Management, LP 4
Colonial River Wealth Management, LLC 4
YOKE - EA Series Trust - Yoke Core ETF 4
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 4
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 4
Ab Multi-manager Alternative Fund 4
Schulhoff & Co Inc 4
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class 4
Pasadena Private Wealth, LLC 4
Aspen Grove Capital, LLC 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 4
Core Wealth Partners LLC 4
Worth Financial Advisory Group, LLC 4
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 4
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 4
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 3
Corsair Opportunity Fund 3
Yoffe Investment Management, LLC 3
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 3
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 3
Riversedge Advisors, Llc 3
Putnam High Yield Trust 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 3
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 3
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 3
PAXWX - PAX WORLD FUNDS SERIES TRUST I - PAX Balanced Fund Investor Class 3
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 3
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 3
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 3
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 3
Moseley Investment Management Inc 3
C-J Advisory, Inc. 3
Lantz Financial LLC 3
Tolleson Wealth Management, Inc. 3
Bernard Wealth Management Corp. 3
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 3
Peachtree Investment Partners, LLC 3
BT Wealth Management LLC 3
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 3
Campbell Capital Management Inc 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3 3
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 3
Inherent Group, Lp 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 3
Riverstone Advisors, LLC 3
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 3
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 3
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class 3
New World Advisors LLC 3
Guidance Point Advisors, LLC 3
GWMEX - AMG FUNDS - AMG GW&K Municipal Enhanced Yield Fund Class I 3
Frisch Financial Group, Inc. 3
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund 3
Morningstar Investment Management LLC 3
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 3
Newday Solutions, Llc 3
Toms Capital Investment Management Lp 3
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 3
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 3
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 3
Redwood Park Advisors LLC 3
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 3
Genesee Capital Advisors, LLC 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 3
Innealta Capital, Llc 3
Unified Trust Company, N.A. 3
Wolff Financial Management Llc 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 3
Pacific Wealth Strategies Group, Inc. 3
Compton Wealth Advisory Group, LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 3
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 3
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 3
Coign Capital Advisors LLC 3
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I 3
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I 3
Apexium Financial, Lp 3
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 3
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 3
Sargent Investment Group, LLC 3
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 3
Insight Wealth Strategies, LLC 3
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 3
Traverso Chambers Private Wealth Management, LLC 3
Dougherty Wealth Advisers LLC 3
FLC Capital Advisors 3
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 3
Summit Wealth & Retirement Planning, Inc. 3
NFP Retirement, Inc. 3
PENN SERIES FUNDS INC - High Yield Bond Fund 3
PENN SERIES FUNDS INC - Mid Core Value Fund 3
PENN SERIES FUNDS INC - Mid Cap Value Fund 3
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 3
Beacon Pointe Wealth Advisors, Llc 3
Pettinga Financial Advisors, LLC 3
Gantzert Investment Co Llc /adv 3
Eukles Asset Management 3
Guardian Variable Products Trust - Guardian International Value VIP Fund 3
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 3
Mkd Wealth Coaches, Llc 3
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 3
Virginia National Bank 3
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3
Impax Asset Management Group plc 3
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 3
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 3
CEY - Victory Portfolios II - VictoryShares Emerging Market High Div Volatility Wtd ETF 3
SMAPX - Salient MF Trust - Salient MLP & Energy Infrastructure Fund Class A 3
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 3
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 3
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 3
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 3
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 3
AQINX - AQR Funds - AQR International Equity Fund Class N 3
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 3
Relative Value Partners, LLC 3
Landmark Bank 3
Cognios Beta Neutral Large Cap Fund, Lp 3
J. L. Bainbridge & Co., Inc. 3
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 3
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 3
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 3
Ategra Capital Management, LLC 3
Blue Chip Wealth Management, Inc. 3
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 3
Stewardship Financial Advisors, LLC 3
Brighthouse Funds Trust I - MFS Research International Portfolio Class A 3
Finward Bancorp 3
Rice Partnership, LLC 3
Agp Franklin, Llc 3
OEF - iSHARES TRUST - iShares S&P 100 ETF 3
Gifford Fong Associates 3
IOO - iSHARES TRUST - iShares Global 100 ETF 3
IWC - iSHARES TRUST - iShares Micro-Cap ETF 3
Hartford Funds Management Co LLC 3
INDY - iSHARES TRUST - iShares India 50 ETF 3
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 3
Winthrop Advisory Group LLC 3
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N 3
Wells Trecaso Financial Group, LLC 3
Rheos Capital Works Inc. 3
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 3
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 3
Qvr Llc 3
Stokes Capital Advisors, LLC 3
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 3
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 3
Master's Wealth Management Inc. 3
Q3 Asset Management 3
Stenger Family Office, LLC 3
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 3
Titus Wealth Management 3
Ellenbecker Investment Group 3
New Potomac Partners, LLC 3
Lsp Investment Advisors, Llc 3
Aspire Growth Partners LLC 3
KADENSA CAPITAL Ltd 3
Slow Capital, Inc. 3
Probabilities Fund Management, LLC 3
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 3
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 3
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 3
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class 3
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 3
Altman Advisors, Inc. 3
Smart Money Group LLC 3
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 3
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I 3
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 3
FrontFour Capital Group LLC 3
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 3
Newport Wealth Strategies, Inc. 3
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 3
6 Meridian 3
Red Cedar Capital, LLC 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 3
Unio Capital LLC 3
Martin Capital Partners, LLC 3
James Hambro & Partners 3
Oak Asset Management, LLC 3
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 3
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class 3
Burling Wealth Partners, Llc 3
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 3
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 3
PENN SERIES FUNDS INC - Small Cap Value Fund 3
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 3
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 3
Derby & Company, Inc 3
Advanced Asset Management Advisors Inc 3
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 3
Acorn Advisory Capital L.p. 3
DDD Partners, LLC 3
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 3
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 3
Strive Asset Management, LLC 3
FCAN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Canada AlphaDEX Fund 3
Nikulski Financial, Inc. 3
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 3
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 3
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 3
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 3
Capital Group KKR Core Plus (plus) 3
Castle Rock Wealth Management, LLC 3
Brightline Capital Management, Llc 3
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 3
Wealth Advisors of Tampa Bay, LLC 3
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class 3
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C 3
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 3
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 3
Northwest Capital Management Inc 3
Nova R Wealth, Inc. 3
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2 3
Mpi Investment Management, Inc. 3
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 3
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
Dreyfus Manager Funds I 3
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A 3
ROSS\JOHNSON & Associates LLC 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 3
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 3
SURFX - LEE FINANCIAL MUTUAL FUND, INC. - Hawaii Municipal Fund Investor Class 3
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 3
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II 3
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 3
Fidelity Colchester Street Trust 3
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A 3
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 3
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I 3
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 3
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 3
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N 3
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio 3
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 3
Fieldview Capital Management, LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 3
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 3
Morgan Stanley Income Securities Inc 3
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund 3
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund 3
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 3
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 3
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 3
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 3
Credit Suisse High Yield Bond Fund 3
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 3
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 3
LCNIX - LAZARD FUNDS INC - Lazard International Equity Concentrated Portfolio Institutional Shares 3
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 3
First Trust New Opportunities Mlp & Energy Fund 3
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 3
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 3
GTCMX - GLENMEDE PORTFOLIOS - Muni Intermediate Portfolio 3
4wealth Advisors, Inc. 3
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 3
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 3
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF 3
Fs Energy Total Return Fund 3
Wells Fargo Income Opportunities Fund 3
Oaktree Funds 3
Croft Funds Corp 3
Wells Fargo Global Dividend Opportunity Fund 3
Kkr Income Opportunities Fund 3
LeClair Wealth Partners LLC 3
Groupe la Francaise 3
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 3
KDT Advisors, LLC 3
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 3
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 3
LTUSX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term U.S. Government Fund - Class A 3
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 3
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 3
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 3
Epiphany Funds 3
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 3
Fidelity Newbury Street Trust 3
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 3
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 3
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 3
First Trust Mlp & Energy Income Fund 3
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 3
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 3
OHIO NATIONAL FUND INC - ON Foreign Portfolio 3
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 3
Nuveen Municipal Credit Income Fund 3
Nuveen Amt-free Quality Municipal Income Fund 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 3
Advent/claymore Enhanced Growth & Income Fund 3
Advent Claymore Convertible Securities & Income Fund Ii 3
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 3
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 3
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 3
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 3
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 3
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares 3
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 3
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 3
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 3
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 3
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 3
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 3
CFVLX - COMMERCE FUNDS - The Value Fund Shares 3
Putnam Managed Municipal Income Trust 3
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 3
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 3
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 3
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 3
MTFHX - MAINSTAY FUNDS TRUST - MainStay MacKay Intermediate Tax Free Bond Fund Class R6 3
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 3
LionEye Capital Management LLC 3
Parkshore Wealth Management, Inc. 3
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 3
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 3
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 3
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 3
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 3
Sentinel Variable Products Trust 3
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 3
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares 3
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 3
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 3
FIMYX - INTERMEDIATE MUNICIPAL TRUST - Federated Intermediate Municipal Trust Institutional Shares 3
First Trust Energy Infrastructure Fund 3
Mainstay Definedterm Municipal Opportunities Fund 3
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 3
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A 3
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 3
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 3
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A 3
First Trust Energy Income & Growth Fund 3
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 3
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 3
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 3
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 3
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 3
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 3
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 3
MUNDX - MUNDOVAL FUNDS - Mundoval Fund 3
Western Asset High Yield Defined Opportunity Fund Inc. 3
Goldman Sachs Mlp Income Opportunities Fund 3
Fidelity Revere Street Trust 3
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 3
Oppenheimer Emerging Markets Local Debt Fund 3
Guggenheim Taxable Municipal Managed Duration Trust 3
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 3
Tortoise Pipeline & Energy Fund, Inc. 3
Nuveen Intermediate Duration Quality Municipal Term Fund 3
Dfa Investment Trust Co - The Continental Small Company Series 3
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 3
Texas Bank & Trust Co 3
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A 3
IFC Advisors LLC 3
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES 3
EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 3
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Municipal Real Return Portfolio Institutional Class 3
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 3
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 3
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 3
Credit Suisse Asset Management Income Fund Inc 3
Strongvest Etf Trust 3
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 3
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 3
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund 3
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 3
Blue Rock Wealth Management LLC 3
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund 3
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 3
Context Capital Funds 3
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 3
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 3
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 3
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 3
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 3
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 3
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 3
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares 3
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 3
GVDSX - FEDERATED EQUITY FUNDS - Federated Global Strategic Value Dividend Fund Class A Shares 3
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 3
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 3
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A 3
ITM - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Intermediate Municipal Index ETF 3
Pimco Global Stocksplus & Income Fund 3
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 3
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 3
Ames National Corp 3
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 3
EQCHX - Equinox Funds Trust - Equinox Chesapeake Strategy Fund Class I 3
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 3
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 3
Oakland Financial Corp 3
Morgan Stanley Asia-pacific Fund, Inc. 3
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 3
First Trust Dynamic Europe Equity Income Fund 3
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 3
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 3
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 3
DPEGX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio II DPT CLASS 3
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 3
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 3
Morgan Stanley Emerging Markets Fund Inc 3
Pimco Strategic Income Fund, Inc 3
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 3
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 3
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 3
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A 3
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 3
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 3
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 3
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 3
WTABX - WILMINGTON FUNDS - Wilmington Municipal Bond Fund Class A Shares 3
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 3
Investment Management Corp /va/ /adv 3
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 3
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 3
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A 3
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 3
Brookfield Real Assets Income Fund Inc. 3
Invesco Exchange Fund - INVESCO EXCHANGE FUND 3
Deutsche Money Market Trust 3
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 3
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 3
Pacific Point Advisors, LLC 3
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class 3
Gabelli Convertible & Income Securities Fund Inc 3
JHL Capital Group LLC 3
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 3
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 3
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 3
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 3
Dividend Builder Portfolio 3
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 3
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A 3
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 3
Retirement Planning Group, Llc / Ny 3
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 3
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 3
Pimco High Income Fund 3
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
IDV - iSHARES TRUST - iShares International Select Dividend ETF 3
Pimco Corporate & Income Opportunity Fund 3
Pimco Corporate & Income Strategy Fund 3
SFLAX - SunAmerica Specialty Series - AIG Focused Alpha Large-Cap Fund Class A 3
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
Oppenheimer Rochester California Municipal Fund 3
Blackrock Munivest Fund, Inc. 3
SDEM - Global X Funds - Global X MSCI SuperDividend Emerging Markets ETF 3
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 3
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 3
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 3
Peak Retirement Planning, Inc. 3
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 3
LITAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Intermediate Municipal Bond Fund Class A 3
Voya Senior Income Fund 3
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 3
Aurdan Capital Management, LLC 3
Fidelity Union Street Trust Ii 3
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 3
Invesco Senior Income Trust 3
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 3
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
Wells Fargo Utilities & High Income Fund 3
Liberty Square Wealth Partners Llc 3
Invesco Dynamic Credit Opportunities Fund 3
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 3
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 3
SMTFX - SIT MUTUAL FUNDS II INC - Sit Minnesota Tax-Free Income Fund 3
NJTFX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price New Jersey Tax-Free Bond Fund 3
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 3
WPSMX - WP Trust - WP Smaller Companies Income Plus Fund Institutional Class Shares 3
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 3
Allied Investment Advisors, LLC 3
Huber Financial Advisors, Llc 3
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A 3
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 3
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 3
Stumpf Capital Management LLC 3
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 3
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 3
Mhi Funds, Llc 3
Spearhead Capital Advisors, Llc 3
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 3
WoodTrust Financial Corp 3
HHMAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MUNICIPAL OPPORTUNITIES FUND Class A 3
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 3
Oak Point Wealth Management 3
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 3
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 3
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 3
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 3
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A 3
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 3
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 3
GenWealth Group, Inc. 3
Providence First Trust Co 3
Algebris (uk) Ltd 3
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 3
HMKAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Income Fund Class A 3
Aldebaran Capital, Llc 3
EMGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Fund Class A 3
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 3
Adalta Capital Management LLC 3
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 3
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 3
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 3
Johnson Financial Group, LLC 3
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 3
Wela Strategies, Inc. 3
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 3
OWMBX - OLD WESTBURY FUNDS INC - Old Westbury Municipal Bond Fund 3
LifeWealth Investments, LLC 3
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF 3
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 3
PagnatoKarp Partners LLC 3
Heritage Way Advisors, LLC 3
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 3
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 3
FT Vest Total Return Income Fund: Series A3 3
FT Vest Hedged Equity Income Fund: Series A3 3
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A 3
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 3
Florence Capital Advisors, LLC 3
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 3
Ullmann Financial Group, Inc. 3
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 3
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 3
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 3
Old Mission Capital, Llc 3
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 3
Greytown Advisors Inc. 3
Lyell Wealth Management, Lp 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 3
Washburn Capital Management, Inc. 3
Smith Shellnut Wilson Llc /adv 3
Blockhouse Capital Management Lp 3
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 3
Compass Ion Advisors, LLC 3
First Citizens Financial Corp 3
Concentric Wealth Management, Llc 3
S.E.E.D. Planning Group LLC 3
Abbrea Capital, LLC 3
Sicart Associates LLC 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
Rubric Capital Management LP 3
Dalton Investments LLC 3
Benson Investment Management Company, Inc. 3
MFOMX - BNY MELLON FUNDS TRUST - BNY Mellon Focused Equity Opportunities Fund Class M Shares 3
REDW Wealth LLC 3
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 3
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 3
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 3
Edmond De Rothschild (monaco) 3
WealthBridge Investment Counsel Inc. 3
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A 3
MEMAX - MFS SERIES TRUST X - MFS Emerging Markets Equity Fund A 3
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 3
Peregrine Capital Management Llc 3
CGOV Asset Management 3
Vector Wealth Management, Llc 3
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 3
POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A 3
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 3
Palisades Investment Partners, LLC 3
Amida Capital Management II, LLC 3
Fairbanks Capital Management, Inc. 3
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 3
Ignis Investment Services Ltd 3
Wilson, Kemp & Associates, Inc. 3
Bmi Capital Corp 3
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 3
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio 3
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio 3
S.a.c. Global Investors, Llp 3
Perimeter Capital Partners, LLC 3
FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 3
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 3
Columbia Capital Llc 3
PANTHERA INVESTMENT GmbH 3
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 3
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 3
Birch Capital Management, LLC 3
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 3
Seamans Capital Management, LLC 3
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A 3
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 3
Acorn Financial Advisory Services Inc /adv 3
Amiya Capital LLP 3
Andromeda Capital LLC 3
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 3
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 3
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 3
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A 3
Delaney Dennis R 3
John W. Brooker & Co., CPAs 3
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 3
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 3
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 3
New Age Alpha Funds Trust - NAA Allocation Fund Class C 3
Sandell Investment Services LLC 3
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 3
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 3
Omni Partners Llp 3
Kerrisdale Advisers, LLC 3
Glovista Investments LLC 3
Otter Creek Advisors, LLC 3
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 3
IDOG - ALPS ETF Trust - ALPS International Sector Dividend Dogs ETF 3
Drexel Morgan & Co. 3
Rex Capital Advisors, LLC 3
P.a.w. Capital Corp 3
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 3
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class 3
TFR Capital, LLC. 3
St. Louis Trust Co 3
aeris Capital Holding GmbH 3
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 3
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 3
VCCEX - VALIC Co I - Core Equity Fund 3
VCSOX - VALIC Co I - International Socially Responsible Fund 3
VLCCX - VALIC Co I - Large Cap Core Fund 3
Carleon Capital Partners LLC 3
SkyTop Capital Management LLC 3
VCTPX - VALIC Co I - Inflation Protected Fund 3
Vega Energy Gp, Llc 3
Claar Advisors LLC 3
Panning Capital Management, LP 3
Partner Investment Management, L.P. 3
Strategic Investment Management, Llc 3
AIMZ Investment Advisors, LLC 3
Ulysses Management LLC 3
Scholtz & Company, Llc 3
SpringVest Wealth Management LLC 3
Athena Global Investors LLC 3
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 3
Tide Point Capital Management, Lp 3
Opera Trading Capital 3
Piper Sandler & Co. 3
Omega Advisors Inc. 3
JMUB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 3
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 3
Arrowgrass Capital Partners Llp 3
HRS Investment Holdings, LLC 3
VIDI - ETF Series Solutions - Vident International Equity Fund 3
VCSVX - VALIC Co II - Small Cap Value Fund 3
VCHYX - VALIC Co II - High Yield Bond Fund 3
KFA Private Wealth Group, LLC 3
Scoria Capital Partners LP 3
SeaStone Capital Management, L.P. 3
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 3
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 3
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 3
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF 3
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 3
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 3
PTIMX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Municipal Bond Fund - Institutional Class 3
Governors Lane LP 3
Oppenheimer & Close, LLC 3
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 3
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 3
Wills Financial Group, Inc. 3
American Money Management, LLC 3
Granite Point Capital Management, L.P. 3
Bolton Lp 3
Citizens & Northern Corp 3
Anandar Capital Management LP 3
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 3
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 3
Qualcomm Inc/de 3
BSMP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF 3
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 3
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF 3
New Vernon Investment Management Llc 3
Thornmark Asset Management Inc. 3
Concord Asset Management Llc 3
Corundum Group, Inc. 3
IMFD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Defensive Core Fixed Income ETF 3
Vontobel Swiss Wealth Advisors AG 3
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 3
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF 3
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 3
Peak Asset Management, LLC 3
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 3
Stearns Financial Services Group 3
NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A 3
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 3
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 3
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 3
Moller Financial Services 3
Noroian Steven A & Associates Inc/ca 3
Chartwell Investment Partners/pa 3
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 3
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 3
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 3
Insight Folios Inc 3
Riversville Capital, Inc. 3
Gruber & Mcbaine Capital Management Llc 3
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 3
Home Federal Bank Of Tennessee 3
Delphi Financial Group, Inc. 3
Croft-leominster Inc 3
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C 3
Advisors Management Group Inc /adv 3
Ayrshire Capital Management LLC 3
Sunburst Financial Group, LLC 3
Cairn Investment Group, Inc. 3
Vista Wealth Management Group, LLC 3
Marotta Asset Management 3
Asset Management Corp /il/ /adv 3
PBMares Wealth Management LLC 3
Youngs Advisory Group, Inc. 3
Royal Harbor Partners, LLC 3
Edmond De Rothschild Asset Management (luxembourg) 3
Lighthouse Financial Advisors, Inc. 3
Matisse Capital 3
Aufman Associates Inc 3
Aft, Forsyth & Sober, LLC 3
Summit Place Financial Advisors, LLC 3
Carlton Hofferkamp & Jenks Wealth Management, LLC 3
Investment Counsel Inc. 3
Invesco Bldrs Index Funds Trust 3
Price Michael F 3
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 3
Alhambra Investment Partners LLC 3
20/20 Capital Management, Inc. 3
Powell Investment Advisors, LLC 3
BCS Wealth Management 3
Renaissance Investment Consultants Holding Company, Llc 3
Madison Wealth Management 3
Emerald Advisors, LLC 3
Rangeley Capital, LLC 3
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 3
Terril Brothers, Inc. 3
Mizuho Markets Cayman LP 3
Vivid Financial Management, Inc. 3
Element Wealth, LLC 3
Watchman Group, Inc. 3
Massachusetts Mutual Life Insurance Co 3
Independent Family Office, LLC 3
Client 1st Advisory Group, Llc 3
Financial Strategies Group, Inc. 3
Magnolia Capital Management Ltd 3
NWK Group, Inc. 3
VCRM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Core Tax-Exempt Bond ETF ETF Shares 3
Seascape Capital Management 3
MDE Group 3
Detalus Advisors, LLC 3
Vigilare Wealth Management 3
VSDM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short Duration Tax-Exempt Bond ETF ETF Shares 3
Brookfield BHS Advisors LLC 3
Philadelphia International Advisors Lp 3
Hyperion Capital Advisors LP 3
Laidlaw Group, LLC 3
Vision Capital Management, Inc. 3
PVG Asset Management 3
V2 Capital, LLC 3
Potomac Capital Management, Inc. 3
Xtx Markets Llc 3
Soundwatch Capital LLC 3
Acadia Trust Na 3
Oak Associates Ltd /oh/ 3
Private Wealth Strategies, L.L.C. 3
Optas, LLC 3
Mission Creek Capital Partners, Inc. 3
Charles Schwab Investment Advisory, Inc. 3
Piermont Capital Management LLC 3
Kerntke Otto McGlone Wealth Management Group 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 3
Seven Springs Wealth Group, LLC 3
Breithorn Capital Management 3
Fusion Capital, LLC 3
ATLANTIC INVESTMENT Co 3
Cleary Gull Inc. 3
Foyston, Gordon, & Payne Inc 3
FICJX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Free California II Fund Institutional Class 3
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 3
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 3
FRCEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Covered Call Strategy Fund Class R6 3
FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A 3
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A 3
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 3
Bill & Melinda Gates Foundation Trust 3
S. Muoio & Co. Llc 3
BMQIX - BAIRD FUNDS INC - Baird Municipal Bond Fund Institutional 3
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 3
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 3
J.P. Marvel Investment Advisors, LLC 3
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 3
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 3
Middleton & Co Inc/ma 3
Fenimore Asset Management Inc 3
Anderson Hoagland & Co 3
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 3
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 3
Wealth Advisors of Iowa, LLC 3
American Asset Management Inc. 3
Skylands Capital, LLC 3
Madison Scottsdale, LC 3
Raub Brock Capital Management LP 3
Mcrae Capital Management Inc 3
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 3
Arbor Investment Advisors, LLC 3
TBMIX - FundVantage Trust - TOBAM Emerging Markets Fund Class I 3
Stonebridge Capital Management Inc 3
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund 3
WBII - Absolute Shares Trust - WBI BullBear Global Income ETF 3
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 3
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares 3
Montag & Caldwell, Llc 3
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 3
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 3
WMKGX - WESMARK FUNDS - WesMark Growth Fund 3
Regents Of The University Of California 3
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 3
LEPIX - Advisors' Inner Circle Fund III - LEVIN EASTERLY VALUE OPPORTUNITIES FUND Institutional Shares 3
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares 3
EUROX - US GLOBAL INVESTORS FUNDS - Emerging Europe Fund 3
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 3
PBFDX - FORUM FUNDS - Payson Total Return Fund 3
Ycg, Llc 3
Beach Point Capital Management LP 3
Yacktman Asset Management Lp 3
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 3
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 3
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 3
TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class 3
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 3
Hamilton Point Investment Advisors, LLC 3
First Houston Capital, Inc. 3
Aspetuck Financial Management LLC 3
Cedar Hill Associates, Llc 3
Bedell Frazier Investment Counseling, LLC 3
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class 3
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class 3
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 3
GVAL - Cambria ETF Trust - Cambria Global Value ETF 3
NewFocus Financial Group, LLC 3
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 3
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 3
Reservoir Operations, L.P. 3
Gallagher Fiduciary Advisors, LLC 3
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 3
QDVAX - FundVantage Trust - Quality Dividend Fund Class A 3
ZIG - ETF Series Solutions - The Acquirers Fund 3
EYLD - Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF 3
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 3
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 3
GDMA - ETF Series Solutions - Gadsden Dynamic Multi-Asset ETF 3
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class 3
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 3
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF 3
Hikari Tsushin, Inc. 3
Miller Investment Management, LP 3
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 3
VVMIX - Managed Portfolio Series - Securian AM Dynamic Managed Volatility Fund Institutional Class Shares 3
Sunflower Bank, N.A. 3
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 3
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 3
Brandywine Trust Co 3
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI 3
Sensato Investors LLC 3
PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF 3
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 3
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 3
PIAMX - ADVISORS SERIES TRUST - PIA High Yield (MACS) Fund Managed Account Completion Shares 3
PHYSX - ADVISORS SERIES TRUST - PIA High Yield Fund Institutional Class 3
Horst & Graben Wealth Management LLC 3
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 3
Kynikos Associates LP 3
NXGAX - Cushing Mutual Funds Trust - Cushing NextGen Infrastructure Fund Class A Shares 3
Milestone Advisory Partners 3
Kassirer Asset Management Corp 3
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 3
WPLCX - WP Trust - WP Large Cap Income Plus Fund Class A Shares 3
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 3
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 3
Intelligence Driven Advisers, LLC 3
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 3
Fairfax Financial Holdings Ltd/ Can 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 3
Brinton Eaton, Llc 3
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 3
Walkner Condon Financial Advisors LLC 3
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 3
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 3
Kempner Capital Management Inc. 3
Pensionfund Sabic 3
Red Granite Advisors LLC 3
Ambs Investment Counsel Llc 3
Telemus Investment Management, LLC 3
Smithbridge Asset Management Inc/de 3
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 3
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 3
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund 3
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 3
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF 3
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 3
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund 3
Baker Boyer National Bank 3
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 3
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 3
LENS - EA Series Trust - Sarmaya Thematic ETF 3
Swarthmore Group Inc 3
KKR Credit Opportunities Portfolio 3
Thompson Rubinstein Investment Management Inc /or/ 3
Deane Retirement Strategies, Inc. 3
Bouchey Financial Group Ltd 3
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 3
MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6 3
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 3
Bft Financial Group, Llc 3
Berkshire Bank 3
Axiom Financial Strategies, LLC 3
Eagle Capital Management, LLC 3
Conestoga Capital Advisors, LLC 3
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 3
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P 3
Howard Capital Management 3
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 3
Nadler Financial Group, Inc. 3
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 3
Nuveen Dynamic Municipal Opportunities Fund 3
Abner Herrman & Brock Llc 3
Oxinas Partners Wealth Management LLC 3
Bonness Enterprises Inc 3
Salem Capital Management Inc 3
Bingham Private Wealth, Llc 3
Caliber Wealth Management, LLC / KS 3
IFS Advisors, LLC 3
Adirondack Retirement Specialists, Inc. 3
Elm Advisors, Llc 3
B, B, H, & B Inc. 3
WPLCX - WP Trust - WP Large Cap Income Plus Fund Institutional Class Shares 3
Lathrop Investment Management Corp 3
Dash Acquisitions Inc. 3
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 3
Fcm Investments/tx 3
Waypoint Wealth Partners Inc. 3
Falcon Wealth Planning 3
Foothills Asset Management, Ltd. 3
Flagship Private Wealth, LLC 3
Peak Financial Advisors Llc 3
Rice Hall James & Associates, Llc 3
Samson Rock Capital LLP 3
Bond & Devick Financial Network, Inc. 3
Wealth Management Partners, LLC 3
Bordeaux Wealth Advisors LLC 3
Financial Avengers, Inc. 3
Goepper Burkhardt LLC 3
Alta Wealth Advisors LLC 3
Lumature Wealth Partners, LLC 3
Laurel Wealth Planning LLC 3
Connolly Sarah T. 3
Rfg Holdings, Inc. 3
Stonehearth Capital Management, LLC 3
CBOE Vest Financial, LLC 3
Cooperman Leon G 3
Rempart Asset Management Inc. 3
Oakwell Private Wealth Management, LLC 3
Websterrogers Financial Advisors, Llc 3
Collective Family Office Llc 3
Fountainhead AM, LLC 3
Bluesphere Advisors, LLC 3
Grand Central Investment Group 3
Cannon Global Investment Management, LLC 3
Allegiant Private Advisors, LLC 3
Bridgewater Wealth & Financial Management, LLC 3
Monterey Private Wealth, Inc. 3
Northern Capital Management, Inc. 3
AAFMAA Wealth Management & Trust LLC 3
Sandbox Financial Partners, LLC 3
Papamarkou Wellner Asset Management inc. 3
Curated Wealth Partners LLC 3
Madison Wealth Partners, Inc 3
Nixon Capital, LLC 3
Johanson Financial Advisors, Inc. 3
Davy Global Fund Management Ltd 3
Titan Global Capital Management Usa Llc 3
Consultiva Wealth Management, Corp. 3
Long Road Investment Counsel, LLC 3
Kensington Investment Counsel, LLC 3
Myriad Asset Management Ltd. 3
Tricadia Capital Management, LLC 3
Castellan Group, LLC 3
Source Financial Advisors LLC 3
Onyx Bridge Wealth Group LLC 3
Nwi Management Lp 3
Lorber David A 3
WNY Asset Management, LLC 3
NinePointTwo Capital 3
Alpha Family Trust 3
Urban Wealth Management, LLC 3
Lazard Freres Gestion S.A.S. 3
Hudson Value Partners, LLC 3
Round Rock Advisors, LLC 3
Purus Wealth Management, LLC 3
EMC Capital Management 3
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF 3
Tranquilli Financial Advisor LLC 3
Twin Lakes Capital Management, LLC 3
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 3
Taurus Asset Management, Llc 3
Alliance Wealth Advisors, LLC 3
Firethorn Wealth Partners, Llc 3
David R. Rahn & Associates Inc. 3
Redwood Investments, LLC 3
Regis Management CO LLC 3
IronBridge Private Wealth, LLC 3
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 3
Linden Advisors Lp 3
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 3
Tower Wealth Partners, Inc. 3
Facet Wealth, Inc. 3
Canvas Wealth Advisors, LLC 3
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 3
Charles Stewart Mott Foundation 3
Paradigm, Strategies in Wealth Management, LLC 3
Markel Corp 3
Navalign, LLC 3
Bradley & Co. Private Wealth Management, LLC 3
Founders Capital Management, Llc 3
Riverbridge Partners Llc 3
Clark Financial Services Group Inc /bd 3
Fi3 FINANCIAL ADVISORS, LLC 3
Fermata Advisors, LLC 3
Ridgecrest Wealth Partners, Llc 3
Kirr Marbach & Co Llc /in/ 3
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 3
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 3
JMG Financial Group, Ltd. 3
Dock Street Asset Management Inc 3
Caxton Associates Llp 3
Soviero Asset Management, LP 3
Sageworth Trust Co of South Dakota 3
Lombardia Capital Partners Llc 3
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 3
LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund 3
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 3
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 3
VVSCX - VALIC Co I - Small Cap Value Fund 3
Sterling Investment Management, Inc. 3
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 3
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 3
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 3
Macnealy Hoover Investment Management Inc 3
Boit C F David 3
Fortress Wealth Group, LLC 3
Roanoke Asset Management Corp/ Ny 3
Blue Barn Wealth, LLC 3
Westwood Management Corp /il/ 3
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 3
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 3
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 3
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 3
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y 3
Bright Rock Capital Management, Llc 3
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 3
Heathbridge Capital Management Ltd. 3
Socratic Fund Management, L.P. 3
blooom, inc. 3
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 3
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 3
Tufton Capital Management 3
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 3
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 3
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF 3
Smith, Graham & Co., Investment Advisors, LP 3
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 3
Hixon Zuercher, LLC 3
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 3
Lederer & Associates Investment Counsel/ca 3
Independent Wealth Network Inc. 3
Knott David M Jr 3
RQSI Ltd 3
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 3
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 3
BlackRock ESG Capital Allocation Trust 3
Whelan Financial 3
Tnf Llc 3
VPR Management LLC 3
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 3
Locust Wood Capital Advisers, LLC 3
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF 3
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 3
EVNT - AltShares Trust - AltShares Event-Driven ETF 3
Lake Hills Wealth Management, LLC 3
Advance Capital Management, Inc. 3
Bromfield Sneider Wealth Advisors 3
Virginia Wealth Management Group, Inc. 3
Atlantic Private Wealth, LLC 3
Guardian Financial Partners, LLC 3
Long Run Wealth Advisors, LLC 3
Excelsia, Inc. 3
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 3
Index Fund Advisors, Inc. 3
Shelton Wealth Management, Llc 3
Highview Capital Management LLC/DE/ 3
Planning Alternatives Ltd /adv 3
Lgt Capital Partners Ltd. 3
Absolute Capital Management, LLC 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 3
Lee Johnson Capital Management, Llc 3
Iron Financial, LLC 3
DMG Group, LLC 3
Riverwater Partners LLC 3
Bowman & Co S.C. 3
Keystone Financial Services 3
Lynch Asset Management, Inc. 3
Resource Consulting Group Inc 3
Kathleen S. Wright Associates Inc. 3
Beaumont Financial Partners, LLC 3
Forefront Wealth Management Inc. 3
Stellar Capital Management, LLC 3
Jackson Thornton Asset Management, Llc 3
Coulter & Justus Financial Services, LLC 3
NEIRG Wealth Management, LLC 3
Hedges Asset Management LLC 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 3
Compass Capital Management, Inc 3
BlackDiamond Wealth Management Inc. 3
Guardian Investment Management 3
Arbor Capital Management Inc /adv 3
MAS Advisors LLC 3
Udine Wealth Management, Inc. 3
Aquila Investment Management LLC 3
Northcape Wealth Management, Llc 3
Heritage Investment Group, Inc. 3
Dixon Fnancial Services, Inc. 3
FT Vest Total Return Income Fund: Series A4 3
Equity Investment Corp/ga 3
Barnes Pettey Financial Advisors, Llc 3
PCG Wealth Advisors, LLC 3
Wealthquest Corp 3
FT Vest Hedged Equity Income Fund: Series A4 3
Collaborative Wealth Managment Inc. 3
Juncture Wealth Strategies, Llc 3
Madrona Financial Services, LLC 3
Life Planning Partners, Inc 3
Endowment Wealth Management, Inc. 3
Lesa Sroufe & Co 3
Castle Financial & Retirement Planning Associates, Inc. 3
Fulton Breakefield Broenniman Llc 3
Gordian Capital Singapore Pte Ltd 3
Cortland Associates Inc/mo 3
Wulff, Hansen & Co. 3
Trail Ridge Investment Advisors, LLC 3
Fifth Lane Capital, Lp 3
Marion Wealth Management 3
Sphinx Trading, Lp 3
Financial Planners of Cleveland, Inc. 3
Meridian Management Co 3
G2 Capital Management, Llc / Oh 3
HFG Advisors, Inc. 3
Matrix Private Capital Group Llc 3
Jmac Enterprises Llc 3
Horizon Wealth Management, LLC 3
Disciplined Equity Management, Inc. 3
Hancock Whitney Investment Services Inc. 3
FolioMetrix LLC 3
Resolute Capital Asset Partners LLC 3
James Reed Financial Services, Inc. 3
Seaport Global Advisors, LLC 3
Theory Financial Llc 3
Eudaimonia Advisors Llc 3
Awm Capital, Llc 3
Dravo Bay Llc 3
Wealthspan Partners, Llc 3
Spinnaker Investment Group, LLC 3
Eagle Bluffs Wealth Management LLC 3
O'ROURKE & COMPANY, Inc 3
Banta Asset Management Lp 3
Mendel Capital Management LLC 3
Monolith Advisors 3
Adamsbrown Wealth Consultants Llc 3
Capasso Planning Partners LLC 3
Future Fund LLC 3
Vance Wealth, Inc. 3
Rs Crum Inc. 3
Bullseye Investment Management, LLC 3
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 3
Capital Management Corp /va 3
TSWHX - JOHCM Funds Trust - TSW High Yield Bond Fund Class Z Shares 3
Financial Partners Capital Management Llc 3
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 3
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 3
First Western Capital Management Co 3
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 3
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 3
Rench Wealth Management, Inc. 3
Somerset Group LLC 3
JGP Global Gestao de Recursos Ltda. 3
Vantage Financial Partners, LLC 3
Values First Advisors, Inc. 3
Doman Group, LLC 3
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 3
Taylor, Cottrill LLC 3
Sonata Capital Group Inc 3
Retirement Design & Management Inc /adv 3
Aletheian Wealth Advisors LLC 3
Ncm Capital Management Group Inc 3
Tweedy, Browne Co LLC 3
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 3
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 3
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 3
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 3
Paragon Private Wealth Management, LLC 3
Domani Wealth, LLC 3
Sterling Investment Counsel, LLC 3
Foresight Capital Management Advisors, Inc. 3
Warner Financial, Inc 3
S. R. Schill & Associates 3
Retireful, LLC 3
Lockerman Financial Group, Inc. 3
Alley Investment Management Company, LLC 3
Hightower 6M Holding, LLC 3
Alpha Square Group S, LLC 3
Uniplan Investment Counsel, Inc. 3
Palisades Hudson Asset Management, L.P. 3
Hutchens & Kramer Investment Management Group, LLC 3
Reynolds Investment Management, Inc. 3
Outfitter Advisors, Ltd. 3
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 3
Quantum Private Wealth, LLC 3
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 3
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 3
KGHG - Krane Shares Trust - KraneShares Global Carbon Transformation ETF 3
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 3
MassMutual Access Pine Point Fund 3
Finer Wealth Management, Inc. 3
Astoria Portfolio Advisors LLC. 3
Continental Investors Services, Inc. 3
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF 3
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M 3
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 3
Optima Capital Llc 3
FSIKX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Intermediate Municipal Income Fund 3
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 3
BCONX - Advisors' Inner Circle Fund III - BARROW HANLEY CREDIT OPPORTUNITIES FUND I Shares 3
Reynolds Capital Management Llc 3
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 3
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF 3
Ern Llc 3
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 3
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF 3
Ensemble Capital Management, LLC 3
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 3
Drake & Associates, LLC 3
KerberRose Wealth Management, LLC 3
Castle Creek Arbitrage, LLC 3
Grayhawk Investment Strategies Inc. 3
Coastwise Capital Group, LLC 3
W Advisors, Llc 3
WJ Interests, LLC 3
Lfs Asset Management 3
Valueworks Llc 3
Second Half Financial Partners, LLC 3
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 3
CWAIX - FIRST TRUST SERIES FUND - First Trust Managed Municipal Fund Class I 3
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 3
NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF 3
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 3
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 3
Axim Planning & Wealth 3
James J. Burns & Company, LLC 3
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 3
Johnson & White Wealth Management, LLC 3
Ag2r La Mondiale Gestion D'actifs 3
Sentinus, LLC 3
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 3
Madison Street Partners, LLC 3
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 3
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 3
Align Wealth Management, LLC 3
JDM Financial Group LLC 3
TCP Asset Management, LLC 3
Family Investment Center, Inc. 3
THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF 3
Schear Investment Advisers, LLC 3
AFS Financial Group, LLC 3
Seven Bridges Advisors LLC 3
Verum Partners LLC 3
Bank Pictet & Cie (asia) Ltd 3
Systrade AG 3
Seed Wealth Management, Inc. 3
Lodestar Private Asset Management Llc 3
Epacria Capital Partners, Llc 3
Centurion Wealth Management LLC 3
Petredis Investment Advisors Llc 3
Milestone Asset Management, Llc 3
HF Advisory Group, LLC 3
Integris Wealth Management, LLC 3
CPA Asset Management LLC 3
PICTET BANK & TRUST Ltd 3
Riverview Capital Advisers, LLC 3
Commonwealth Retirement Investments LLC 3
River Street Advisors LLC 3
Alliance Wealth Advisors, LLC /UT 3
Financial & Tax Architects, LLC 3
Ellerson Group Inc /adv 3
Lodestone Wealth Management LLC 3
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 3
True Capital Management 3
Heritage Wealth Partners, LLC 3
Cercano Management LLC 3
Garden State Investment Advisory Services LLC 3
Longbow Finance SA 3
Pictet & Cie (Europe) SA 3
Parthenon Llc 3
Mosaic Family Wealth Partners, Llc 3
Dudley Capital Management, Llc 3
Evergreen Wealth Management, LLC 3
Cleary Gull Holdings Inc. 3
Left Brain Wealth Management, LLC 3
Capital Group Investment Management Pte. Ltd. 3
Phillips Wealth Planners LLC 3
Barbara Oil Co. 3
Dover Advisors, Llc 3
Innovis Asset Management Llc 3
Retirement Investment Advisors, Inc. 3
Talbot Financial, LLC 3
Alpha Financial Partners, LLC 3
Massachusetts Wealth Management 3
Linden Thomas Advisory Services, LLC 3
St. Louis Financial Planners Asset Management, LLC 3
Boulder Wealth Advisors, LLC 3
Wallace Advisory Group, LLC 3
Builder Investment Group Inc /adv 3
Northstar Asset Management Llc 3
Rebalance, Llc 3
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 3
PAXWX - IMPAX FUNDS SERIES TRUST I - Impax Sustainable Allocation Fund PAX WORLD BALANCED FUND 3
Sarver Vrooman Wealth Advisors 3
Grace & White Inc /ny 3
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 3
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 3
Schaper Benz & Wise Investment Counsel Inc/wi 3
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 3
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 3
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF 3
Family Legacy Financial Solutions, LLC 3
Luts & Greenleigh Group, Inc 3
Foresight Global Investors, Inc. 3
Midwest Financial Group LLC 3
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF 3
DIP - ETF Series Solutions - BTD Capital Fund 3
ACR Alpine Capital Research, LLC 3
CENTAUR MUTUAL FUNDS TRUST - Copley Fund 3
Strata Wealth Advisors, LLC 3
Resolute Wealth Strategies, LLC 3
Hawkins Capital L.P. 3
Winslow Asset Management Inc 3
Aspen Wealth Strategies, LLC 3
Brown Shipley& Co Ltd 3
Northstar Investment Advisors Llc 3
Stuyvesant Capital Management 3
Ewa, Llc 3
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 3
Kahn Brothers Group Inc /de/ 3
Matrix Asset Advisors Inc/ny 3
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 3
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF 3
Cardinal Point Capital Management, ULC 3
BLACKROCK FUNDS - BlackRock Emerging Markets ex-China Fund Investor A 3
FMBHX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Core Plus Bond Fund Fidelity Advisor Municipal Core Plus Bond Fund : Class Z 3
First County Bank /CT/ 3
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 3
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 3
Rbo & Co Llc 3
Fortune Financial Advisors, LLC 3
Seven Mile Advisory 3
Windsor Financial Group Llc 3
London Co Of Virginia 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
Polaris Capital Management, LLC 3
THMMX - THORNBURG INVESTMENT TRUST - Thornburg Municipal Managed Account Fund Class I 3
Perkins Capital Management Inc 3
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF 3
Prosperity Wealth Management, Inc. 3
Bingham Osborn & Scarborough Llc 3
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 3
Kopp Investment Advisors Llc 3
Diamond Hill Capital Management Inc 3
BlackRock ETF Trust - BlackRock Large Cap Value ETF 3
Constant Guidance Financial LLC 3
Etesian Wealth Advisors, Inc. 3
Slocum, Gordon & Co LLP 3
Kure Advisory, LLC 3
Cooke & Bieler Lp 3
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 3
P Schoenfeld Asset Management Lp 3
Investment Management Of Virginia Llc 3
Strategic Advocates LLC 3
Diversified Investment Strategies, LLC 3
Knollwood Investment Advisory, LLC 3
Exchange Bank 3
C.V. Starr & Co., Inc. Trust 3
Savoie Capital LLC 3
DIVL - Madison ETFs Trust - Madison Dividend Value ETF 3
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares 3
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I 3
Haverford Financial Services, Inc. 3
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class 3
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF 3
Pergamon Offshore Advisors, L.P. 3
Morton Capital Management LLC/CA 3
Stack Financial Management, Inc 3
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 3
CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I 3
Rock Point Advisors, LLC 3
Fir Tree Capital Management Lp 3
Boston Research & Management Inc 3
Klein Pavlis & Peasley Financial, Inc. 3
Dixon Mitchell Investment Counsel Inc. 3
Evelyn Partners Asset Management Ltd 3
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 3
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 3
White Wing Wealth Management 3
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 3
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 3
Evelyn Partners Investment Management Services Ltd 3
Tran Capital Management, L.p. 3
Gimbal Financial 3
Madison Park Capital Advisors, LLC 3
Forbes J M & Co Llp 3
Solutions 4 Wealth, Ltd 3
Balanced Wealth Group Llc 3
Longview Financial Advisors LLC 3
Artal Group S.A. 3
Breed's Hill Capital LLC 3
Summa Corp. 3
Partnership Wealth Management, LLC 3
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class 3
Timucuan Asset Management Inc/fl 3
OMNI 360 Wealth, Inc. 3
Harmony Asset Management Llc 3
Halsey Associates Inc/ct 3
Kiely Wealth Advisory Group, Inc. 3
Central Valley Advisors, Llc 3
Appaloosa Management Lp 3
Chesapeake Capital Corp /il/ 3
ClearAlpha Technologies LP 3
Clear Rock Advisors, LLC 3
Disciplined Growth Investors Inc /mn 3
Victory Financial Group, Llc 3
ROI Financial Advisors, LLC 3
Morton Community Bank 3
Mustard Seed Financial, LLC 3
Fogel Capital Management, Inc. 3
Deerfield Management Company, L.p. (series C) 3
Martin & Co Inc /tn/ 3
Sollinda Capital Management LLC 3
Mosley Wealth Management 3
Cambridge Financial Group, Inc. 3
Wellington Wealth Strategies, LLC. 3
Battery Global Advisors, LLC 3
Encompass More Asset Management 3
Systematic Portfolios LLC 3
Bessemer Securities Llc 3
KKM Financial LLC 3
Prospect Financial Services LLC 3
GLOBALT Investments LLC / GA 3
Proathlete Wealth Management Llc 3
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 3
Argyle Capital Partners, LLC 3
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 3
Ark & Tlk Investments, Llc 3
Champlain Investment Partners, LLC 3
Saba Capital Management, L.P. 3
Burgundy Asset Management Ltd. 3
Nicholas Company, Inc. 3
BlueChip Wealth Advisors LLC 3
M3 Advisory Group, LLC 3
Accent Capital Management, LLC 3
Ariston Services Group 3
Cooksen Wealth, LLC 3
waypoint wealth counsel 3
Polygon Management Ltd. 3
Sabby Management, Llc 3
FDURX - FIRST EAGLE FUNDS - First Eagle Short Duration High Yield Municipal Fund Class R6 3
Solus Alternative Asset Management LP 3
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 3
Hancock Prospecting Pty Ltd 3
Fox Hill Wealth Management 3
ACT Capital Management, LLLP 3
Avenir Corp 3
Davis Selected Advisers 3
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 3
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 3
New South Capital Management Inc 3
Fpc Investment Advisory, Inc. 3
Councilmark Asset Management, LLC 3
International Private Wealth Advisors LLC 3
Twin City Private Wealth, Llc 3
Blue Ridge Capital, L.L.C. 3
RW Investment Management LLC 3
Raelipskie Partnership 3
EVSM - Morgan Stanley ETF Trust - Eaton Vance Short Duration Municipal Income ETF 3
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF 3
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 3
Eton Park Capital Management, L.P. 3
Breakwater Investment Management 3
SRN Advisors, LLC 3
AOHY - Angel Oak Funds Trust - Angel Oak High Yield Opportunities ETF 3
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 3
HFG Wealth Management, LLC 3
Alden Global Capital LLC 3
Global X Japan Co., Ltd. 3
Brigade Capital Management, Lp 3
Fiduciary Financial Group, Llc 3
Owl Creek Asset Management, L.P. 3
Sage Capital Management, LLC 3
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 3
Aristides Capital LLC 3
Brass Tax Wealth Management, Inc 3
Heritage Family Offices, LLP 3
Foronjy Financial Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 3
Symphony Financial Services, Inc. 3
Alpine Associates Management Inc. 3
PFM Health Sciences, LP 3
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 3
Ariadne Wealth Management, LP 3
Carrera Capital Advisors 3
Pennant Capital Management, LLC 3
INDH - WisdomTree Trust - WisdomTree India Hedged Equity Fund 3
Heritage Oak Wealth Advisors Llc 3
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 3
NCP Inc. 3
Summit Wealth Partners, LLC 3
Goldentree Asset Management Lp 3
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 3
BlackRock ETF Trust II - BlackRock High Yield ETF 3
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 3
Mirabaud & Cie SA 3
Glenhill Advisors Llc 3
RSSL - Global X Funds - Global X Russell 2000 ETF 3
Accelerate Investment Advisors LLC 3
von Borstel & Associates, Inc. 3
Tcfg Wealth Management, Llc 3
Nicholson Wealth Management Group, LLC 3
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 3
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class 3
GCAL - Goldman Sachs ETF Trust - Goldman Sachs Dynamic California Municipal Income ETF 3
Blake Schutter Theil Wealth Advisors, LLC 3
Maiden Cove Capital, LLC 3
Elyxium Wealth, LLC 3
Marex Group plc 3
Eagle Capital Management Llc 3
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 3
Safe Harbor Fiduciary, LLC 3
Promethium Advisors,llc 3
Pope Asset Management, Llc 3
FT Vest Total Return Income Fund: Series A2 3
FT Vest Hedged Equity Income Fund: Series A2 3
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 3
Tudor Financial Inc. 3
Glazer Capital, Llc 3
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 3
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund 3
CBCFX - Capital Group Completion Fund Series - Capital Group Core Bond Completion Fund Share Class 3
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
Copley Financial Group, Inc. 3
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 3
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 3
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 3
InvesTrust 3
Persium Advisors, LLC 3
Flywheel Private Wealth LLC 3
Tallon Kerry Patrick 3
Retirement Wealth Solutions LLC 3
M.e. Allison & Co., Inc. 3
Genesis Private Wealth, Llc 3
Clarendon Private LLC 3
Orca Wealth Management, LLC 3
Fiduciary Advisors, Inc. 3
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 3
EQLT - iSHARES TRUST - iShares MSCI Emerging Markets Quality Factor ETF 3
Oregon Pacific Wealth Management, LLC 3
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 3
Elm3 Financial Group, LLC 3
Fairvoy Private Wealth, LLC 3
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 3
Comprehensive Financial Planning, Inc./PA 3
Wealthcare Capital Partners, LLC 3
Hidden Cove Wealth Management, LLC 3
Advyzon Investment Management, LLC 3
Centricity Wealth Management, LLC 3
Compass Planning Associates Inc 3
Marshall Investment Management, Llc 3
Post Resch Tallon Group Inc. 3
Partners Wealth Management, Llc 3
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 3
Generali Investments Towarzystwo Funduszy Inwestycyjnych 3
Sage Investment Counsel LLC 3
Hickory Point Bank & Trust 3
Meriwether Wealth & Planning, LLC 3
Clare Market Investments LLC 3
Madison Investment Advisors, LLC 3
Curio Wealth, Llc 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 3
Advanced Series Trust - Ast Small-cap Growth Portfolio 3
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund 3
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 3
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2022 3
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 3
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 3
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 3
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 3
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 3
Intellus Advisors LLC 3
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 3
NOMIX - Northern Funds - Northern Mid Cap Index Fund 3
NOIGX - Northern Funds - Northern International Equity Fund 3
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 3
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 3
Oaktree Capital Management Lp 3
NSGRX - Northern Funds - Northern Small Cap Core Fund 3
Guardian Partners Inc. 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 3
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I 3
PACIFIC SELECT FUND - International Value Portfolio Class I 3
FT Vest Hedged Equity Income Fund: Series B1 3
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 3
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 3
AQVVX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Value Fund Institutional Class 3
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 3
AQCIX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Core Fund Institutional Class 3
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 3
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 3
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 3
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 3
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 3
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 3
Jnl Series Trust - Jnl/s&p Dividend Income & Growth Fund (a) 3
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 3
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 3
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 3
LOMMX - CGM TRUST - CGM Mutual Fund 3
CGMFX - CGM TRUST - CGM Focus Fund 3
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 3
PKS Advisory Services, LLC 3
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 3
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 3
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 3
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 3
FT Vest Total Return Income Fund: Series B1 3
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 3
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 3
TEMIX - Franklin Mutual Series Funds - Franklin Mutual European Fund Class A 3
FMIAX - Franklin Mutual Series Funds - Franklin Mutual International Fund Class A 3
FS Series Trust - FS Real Asset Fund Class A 3
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 3
Franklin Templeton Variable Insurance Products Trust - Franklin U.s. Government Securities Vip Fund Class 1 3
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 3
Moment Partners, LLC 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 3
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF 3
FPIKX - FIRST INVESTORS EQUITY FUNDS - First Investors Premium Income Fund Class A 3
Broadway Wealth Solutions, Inc. 3
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 3
BMBIX - BAIRD FUNDS INC - Baird Quality Intermediate Municipal Bond Fund Institutional 3
IOMUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Municipal Fund Class R6 3
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 3
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P 3
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 3
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 3
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 3
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 3
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 3
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 3
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 3
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 3
Maridea Wealth Management LLC 3
WFCMX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series M CoreBuilder Shares Series M 3
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 3
Xcel Wealth Management, LLC 3
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 3
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 3
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 3
OneAscent Family Office, LLC 3
Aberdeen Global Select Opportunities Fund Inc. 3
Partners in Financial Planning 3
Principled Equity Market Fund 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 3
Mfs Intermarket Income Trust I 3
Global Strategic Investment Solutions, LLC 3
Hubbell Strickland Wealth Management, LLC 3
IFG Advisors, LLC 3
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 3
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 3
Managed High Yield Plus Fund Inc 3
CNRGX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Short Term Emerging Markets Debt Fund Class Y 3
Chimera Capital Management LLC 3
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 3