Railroads, Line-Haul Operating - Largest Owners in this Industry

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

Investor Number of Known Investments
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 177
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 175
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 168
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 163
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 160
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 159
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 151
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 149
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 138
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 136
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 133
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 130
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 123
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 113
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 111
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 111
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 111
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 109
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 108
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 107
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 105
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 96
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 96
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 89
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 81
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 77
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 71
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 70
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 65
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 65
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 65
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 65
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 64
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 63
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 63
MASTER BOND LLC - Master Total Return Portfolio 62
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 61
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 58
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 58
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 58
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 58
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 57
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 57
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 57
NOBOX - Northern Funds - Northern Bond Index Fund 56
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 56
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 56
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 55
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 55
BRACX - Blackrock Allocation Target Shares - Bats Series C 55
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 54
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 53
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 51
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 51
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 50
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 50
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 49
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 49
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 49
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 48
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 47
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 47
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 47
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 46
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 45
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 45
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 45
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 44
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 44
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 44
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 44
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 44
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 43
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 43
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 42
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 42
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 42
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 41
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 41
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 40
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 40
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 39
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 38
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 38
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 37
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 37
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 37
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 37
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 37
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 37
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 36
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 36
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 36
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 36
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 36
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 36
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 36
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 35
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 35
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 35
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 35
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 34
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 34
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 33
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 33
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 33
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 33
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 33
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 32
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 32
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 32
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 31
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 31
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 30
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 30
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 30
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 30
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 30
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 29
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 29
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 29
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 28
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 28
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 28
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 28
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 28
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 27
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 27
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 27
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 27
Invesco Bond Fund 27
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 27
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 26
BlackRock ETF Trust II - BlackRock Total Return ETF 26
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 26
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 26
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 26
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 26
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 26
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 26
FundVantage Trust - Verplanck Balanced Fund 26
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 25
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 25
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 25
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 25
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 24
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 24
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 24
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 24
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 24
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 24
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 24
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 23
STFBX - Advisers Investment Trust - State Farm Balanced Fund 23
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 23
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 23
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 23
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 23
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 23
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 23
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 23
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 22
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 22
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 22
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 22
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 22
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 21
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 21
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 21
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 21
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 21
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 21
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 21
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 21
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 21
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 21
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 21
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 21
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 20
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 20
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 20
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 20
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 20
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 20
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 20
JNL SERIES TRUST - JNL Bond Index Fund (I) 20
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 20
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 20
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 19
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 19
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 19
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 19
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 19
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 19
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 19
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 18
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 18
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 18
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 18
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 18
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 18
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 18
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 18
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 18
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 18
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 17
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 17
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 17
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 17
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 17
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 17
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 17
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 17
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 17
Six Circles Trust - Six Circles Global Bond Fund 17
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 17
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 17
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 17
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 17
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 17
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 16
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 16
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 16
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 16
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 16
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 16
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 16
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 16
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 16
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 16
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 16
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 16
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 16
Sonora Investment Management, LLC 16
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 15
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 15
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 15
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 15
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 15
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 15
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 15
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 15
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 15
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 15
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 15
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 15
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 15
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 15
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 15
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 15
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 15
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 14
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 14
Versus Capital Real Assets Fund Llc 14
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 14
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 14
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 14
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 14
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 14
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 14
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 14
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 14
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 14
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 14
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 14
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 14
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 14
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 14
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 14
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 14
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 14
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 14
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 13
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 13
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 13
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 13
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 13
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 13
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 13
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 13
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 13
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 13
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 13
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 13
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 13
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 13
Pnc Financial Services Group, Inc. 13
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 13
Morgan Stanley 13
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 13
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 13
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 13
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 13
IFP Advisors, Inc 13
Bessemer Group Inc 13
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 13
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 13
Pacer Advisors, Inc. 12
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 12
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 12
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 12
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 12
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 12
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 12
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 12
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 12
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 12
Royal Bank Of Canada 12
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 12
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 12
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 12
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 12
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 12
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 12
TCPAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Impact Bond Fund Class A 12
VCAAX - VALIC Co I - Asset Allocation Fund 12
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 12
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 12
Steward Partners Investment Advisory, Llc 12
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 12
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 12
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 12
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 12
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 12
Bank Of America Corp /de/ 12
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 12
Vanguard Group Inc 12
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 12
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 12
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 12
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 12
Manufacturers Life Insurance Company, The 12
VCBDX - VALIC Co I - Core Bond Fund 12
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 12
Russell Investments Group, Ltd. 11
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 11
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 11
Creative Planning 11
First Horizon Advisors, Inc. 11
BlackRock, Inc. 11
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 11
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 11
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 11
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 11
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 11
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 11
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 11
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 11
Barclays Plc 11
D. E. Shaw & Co., Inc. 11
Proficio Capital Partners LLC 11
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 11
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 11
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 11
Quadrant Capital Group Llc 11
Northern Trust Corp 11
Legal & General Group Plc 11
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 11
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 11
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 11
New York State Common Retirement Fund 11
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 11
UBS Group AG 11
Lazard Asset Management Llc 11
Assetmark, Inc 11
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 11
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 11
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 11
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 11
Motco 11
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 11
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 11
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 11
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 11
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 11
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 11
Ameriprise Financial Inc 11
Blackrock Core Bond Trust 11
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 11
Dimensional Fund Advisors Lp 11
Tower Research Capital LLC (TRC) 11
Cutler Group LP 10
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 10
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 10
Bnp Paribas Arbitrage, Sa 10
Rhumbline Advisers 10
Tudor Investment Corp Et Al 10
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 10
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 10
Janus Henderson Group Plc 10
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 10
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 10
Prelude Capital Management, Llc 10
Parametric Portfolio Associates Llc 10
Aperio Group, LLC 10
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 10
Envestnet Asset Management Inc 10
Mercer Global Advisors Inc /adv 10
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 10
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 10
Janney Montgomery Scott LLC 10
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 10
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 10
Vanguard Capital Management Llc 10
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 10
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 10
Ubs Ag 10
URTH - iShares, Inc. - iShares MSCI World ETF 10
Evoke Wealth, Llc 10
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 10
DekaBank Deutsche Girozentrale 10
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 10
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 10
Glenmede Trust Co Na 10
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 10
Massmutual Trust Co Fsb/adv 10
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 10
Comerica Bank 10
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 10
Deutsche Bank Ag\ 10
Renaissance Technologies Llc 10
Park Avenue Securities Llc 10
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 10
CENTRAL TRUST Co 10
Citigroup Inc 10
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 10
Nomura Holdings Inc 10
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 10
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 10
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 10
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 10
Weiss Multi-Strategy Advisers LLC 10
Geode Capital Management, Llc 10
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 10
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 10
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 10
Advanced Series Trust - Ast Advanced Strategies Portfolio 10
QCVAX - Clearwater Investment Trust - Clearwater International Fund 10
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 10
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 10
Jane Street Group, Llc 10
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 10
Captrust Financial Advisors 10
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 10
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 10
Aqr Capital Management Llc 10
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 10
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 10
Northwestern Mutual Wealth Management Co 10
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 10
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 10
FNY Investment Advisers, LLC 10
Bank Of Montreal /can/ 10
Wells Fargo & Company/mn 10
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 10
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 10
Advisory Services Network, LLC 10
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 10
Parkside Financial Bank & Trust 10
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 10
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 9
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 9
INFR - Legg Mason ETF Investment Trust - Legg Mason Global Infrastructure ETF 9
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 9
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 9
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 9
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 9
Jpmorgan Chase & Co 9
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 9
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 9
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 9
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 9
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 9
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 9
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 9
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 9
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 9
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 9
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 9
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 9
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 9
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 9
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 9
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 9
Arrowstreet Capital, Limited Partnership 9
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 9
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 9
Heritage Wealth Advisors 9
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 9
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 9
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 9
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 9
Alliancebernstein L.p. 9
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 9
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 9
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 9
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A 9
Sei Investments Co 9
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 9
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 9
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 9
Oxford Asset Management Llp 9
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 9
Invesco Ltd. 9
Proequities, Inc. 9
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 9
Formidable Asset Management, LLC 9
Allworth Financial LP 9
Polar Asset Management Partners Inc. 9
Sofos Investments, Inc. 9
Qube Research & Technologies Ltd 9
Private Capital Group, LLC 9
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 9
MetLife Securities, Inc 9
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 9
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 9
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 9
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 9
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 9
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 9
Gabelli Funds Llc 9
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 9
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 9
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 9
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 9
Hrt Financial Lp 9
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 9
Citadel Advisors Llc 9
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 9
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 9
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 9
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 9
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 9
Two Sigma Investments, Lp 9
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 9
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A 9
Brown Advisory Inc 9
GIMFX - GMO TRUST - GMO Implementation Fund 9
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 9
EXI - iSHARES TRUST - iShares Global Industrials ETF 9
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 9
Guggenheim Capital Llc 9
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 9
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 9
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 9
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 9
Rational Advisors Llc 9
Marshall Wace, Llp 9
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 9
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 9
SG Americas Securities, LLC 9
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 9
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 9
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 9
Advisors Asset Management, Inc. 9
Parallel Advisors, LLC 9
American International Group, Inc. 9
Ancora Advisors, LLC 9
Us Bancorp \de\ 9
Boston Private Wealth Llc 9
Charles Schwab Investment Management Inc 9
Two Sigma Advisers, Lp 9
Schonfeld Strategic Advisors LLC 9
LPL Financial LLC 9
Jones Financial Companies Lllp 9
OMERS ADMINISTRATION Corp 9
Parallax Volatility Advisers, L.P. 9
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 9
Walleye Trading LLC 9
BlackRock Fund Advisors 9
Gamco Investors, Inc. Et Al 9
Shell Asset Management Co 9
Gsa Capital Partners Llp 9
Sterling Capital Management LLC 9
BlueCrest Capital Management Ltd 9
Goldman Sachs Group Inc 9
Brookfield Infrastructure Income Fund Inc. 9
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 9
FineMark National Bank & Trust 9
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 9
Virtu Financial LLC 9
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 9
Franklin Resources Inc 9
Truist Financial Corp 9
Dynamic Technology Lab Private Ltd 9
State Of Wisconsin Investment Board 9
Susquehanna International Group, Llp 9
Group One Trading, L.p. 9
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 9
Versus Capital Infrastructure Income Fund 9
Benjamin F. Edwards & Company, Inc. 9
Simplex Trading, Llc 9
Signaturefd, Llc 9
Fifth Third Bancorp 9
Wellington Management Group Llp 9
Victory Capital Management Inc 9
Zurcher Kantonalbank (Zurich Cantonalbank) 9
Prudential Financial Inc 9
Millennium Management Llc 9
Keybank National Association/oh 9
Huntington National Bank 9
FIL Ltd 9
Price T Rowe Associates Inc /md/ 9
Fmr Llc 9
CIBC World Markets Inc. 9
Lord, Abbett & Co. Llc 9
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 9
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 9
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 9
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 9
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 8
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 8
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 8
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 8
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 8
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 8
Bradley Foster & Sargent Inc/ct 8
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 8
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 8
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 8
Voya Infrastructure, Industrials & Materials Fund 8
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 8
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 8
Whittier Trust Co Of Nevada Inc 8
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 8
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 8
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 8
Smithfield Trust Co 8
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 8
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 8
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 8
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 8
Blair William & Co/il 8
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 8
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 8
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 8
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 8
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 8
Alberta Investment Management Corp 8
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 8
Scopus Asset Management, L.p. 8
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 8
Nuveen Asset Management, LLC 8
Front Row Advisors LLC 8
Centiva Capital, LP 8
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 8
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 8
Natixis 8
Financial Gravity Companies, Inc. 8
Whittier Trust Co 8
Berman Capital Advisors, LLC 8
Nuveen Multi-Asset Income Fund 8
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 8
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 8
Resources Investment Advisors, LLC. 8
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 8
MUFG Americas Holdings Corp 8
Bartlett & Co. LLC 8
Fort Washington Investment Advisors Inc /oh/ 8
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C 8
Toronto Dominion Bank 8
Avestar Capital, LLC 8
Diametric Capital, LP 8
Hartford Mutual Funds Inc/ct 8
Farther Finance Advisors, LLC 8
Hartland & Co., LLC 8
Avantax Planning Partners, Inc. 8
Versant Capital Management, Inc 8
Cidel Asset Management Inc 8
Rockefeller Capital Management L.P. 8
Hanson & Doremus Investment Management 8
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 8
Voloridge Investment Management, Llc 8
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 8
CX Institutional 8
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 8
Bridgewater Associates, LP 8
Wolverine Trading, Llc 8
Nicholas Hoffman & Company, LLC. 8
Advisor Group, Inc. 8
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 8
Bank of New York Mellon Corp 8
PEAK6 Investments LLC 8
BlackRock Investment Management, LLC 8
Walleye Capital LLC 8
Jane Street Holding, LLC 8
Putnam Investments Llc 8
City National Bank 8
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 8
Wealthspire Advisors, L.P. 8
Quadrature Capital Ltd 8
Bank Of Nova Scotia 8
Hsbc Holdings Plc 8
Neuberger Berman Group LLC 8
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 8
Cipher Capital LP 8
GAMMA Investing LLC 8
Thrivent Financial For Lutherans 8
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 8
Baird Financial Group, Inc. 8
Cubist Systematic Strategies, LLC 8
Gotham Asset Management, LLC 8
Lindbrook Capital, Llc 8
Wedbush Securities Inc 8
Blueshift Asset Management, LLC 8
State of Wyoming 8
Fred Alger Management, Llc 8
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 8
Two Sigma Securities, Llc 8
Teachers Retirement System Of The State Of Kentucky 8
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 8
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 8
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 8
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 8
HighTower Advisors, LLC 8
Skopos Labs, Inc. 8
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 8
Quantinno Capital Management LP 8
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 8
Salomon & Ludwin, LLC 8
Raymond James Financial Inc 8
Element Capital Management Llc 8
Bartlett & Co. Wealth Management Llc 8
Nordea Investment Management Ab 8
Wealthspire Advisors, LLC 8
Trexquant Investment LP 8
Wexford Capital Lp 8
Voya Investment Management Llc 8
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 8
Earnest Partners Llc 8
Nomura Asset Management Co Ltd 8
Brown Brothers Harriman & Co 8
BNP Paribas Asset Management Holding S.A. 8
Teacher Retirement System Of Texas 8
Swiss National Bank 8
BlackRock ESG Capital Allocation Trust 8
Howe & Rusling Inc 8
Acrospire Investment Management LLC 8
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 8
Mirae Asset Global Investments Co., Ltd. 8
Balyasny Asset Management Llc 8
Natixis Advisors, L.p. 8
Advisor Group Holdings, Inc. 8
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 8
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 8
BRYN MAWR TRUST Co 8
Sanctuary Wealth Advisors, LLC 8
CenterStar Fund, LLC 8
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 8
Peak6 Llc 8
Verition Fund Management LLC 8
Cornerstone Advisors, Inc. 8
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 8
XTX Topco Ltd 8
Ladenburg Thalmann Financial Services Inc 8
Optiver Holding B.V. 8
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 8
Mv Capital Management, Inc. 8
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund 8
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 8
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 8
State Board Of Administration Of Florida Retirement System 8
Capital Analysts, Inc. 8
Ubs Asset Management Americas Inc 8
TCI Wealth Advisors, Inc. 8
Plante Moran Financial Advisors, LLC 8
North Star Investment Management Corp. 8
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 8
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 8
Mariner, LLC 8
Private Advisor Group, LLC 8
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 8
National Asset Management, Inc. 8
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 8
Canada Pension Plan Investment Board 8
CIBC Asset Management Inc 8
PEAK6 Investments, L.P. 8
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 8
Squarepoint Ops LLC 8
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 8
Public Employees Retirement System Of Ohio 8
PDT Partners, LLC 8
Raymond James & Associates 8
Quantbot Technologies LP 8
Candriam Luxembourg S.C.A. 8
Key FInancial Inc 8
King Luther Capital Management Corp 8
Colony Group Llc 8
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 8
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 8
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 8
Federation des caisses Desjardins du Quebec 8
BlackRock Institutional Trust Company, N.A. 8
Stephens Inc /ar/ 8
Karp Capital Management Corp 8
Utah Retirement Systems 8
Rosenberg Matthew Hamilton 8
Thomas White International Ltd 8
FSRFX - FIDELITY SELECT PORTFOLIOS - Transportation Portfolio 8
Nisa Investment Advisors, Llc 8
Valley National Advisers Inc 8
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 8
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 8
Stifel Financial Corp 8
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 8
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 8
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 8
RMB Capital Management, LLC 8
Vestor Capital, Llc 8
Raymond James Financial Services Advisors, Inc. 8
Balentine LLC 8
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 8
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 8
Old National Bancorp /in/ 8
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 8
Norges Bank 8
J. Goldman & Co LP 8
United Services Automobile Association 8
RYDEX VARIABLE TRUST - Transportation Fund Variable Annuity 8
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund 8
Principal Funds Inc 8
Lenox Wealth Advisors, LLC 8
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 8
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 8
Principal Financial Group Inc 8
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 8
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 8
Van Eck Associates Corp 8
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 8
Fox Run Management, L.l.c. 8
Fisher Asset Management, LLC 8
First Financial Corp /in/ 8
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 8
Point72 Asset Management, L.P. 8
Shelton Capital Management 8
Eqis Capital Management, Inc. 8
K2 Principal Fund, L.p. 8
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 8
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 8
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 8
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 8
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 8
Regions Financial Corp 8
Spot Trading L.L.C 8
International Assets Investment Management, Llc 8
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 8
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 8
Trust Co Of Vermont 8
Oregon Public Employees Retirement Fund 8
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 8
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 8
Public Sector Pension Investment Board 8
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 8
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 8
Cornerstone Planning Group LLC 8
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 8
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 8
Ameritas Investment Partners, Inc. 8
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 8
Cohen & Steers Infrastructure Fund Inc 8
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 8
Cwm, Llc 8
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 8
Jennison Associates Llc 8
TRANSAMERICA FUNDS - Transamerica Core Bond I2 8
Amundi 8
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 8
Strs Ohio 8
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 8
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 8
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 8
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 8
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 8
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 8
Jefferies Financial Group Inc. 8
Everett Harris & Co /ca/ 8
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 8
NEXT Financial Group, Inc 8
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 8
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 8
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 8
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 8
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 8
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 8
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class 8
PENN SERIES FUNDS INC - International Equity Fund 8
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 8
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 8
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 8
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 8
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 8
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 8
Credit Suisse Ag/ 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 8
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 8
Massachusetts Financial Services Co /ma/ 8
Commerzbank Aktiengesellschaft /fi 8
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 8
Wetherby Asset Management Inc 8
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 8
State Street Corp 8
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 8
Engineers Gate Manager LP 8
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 8
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 8
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 8
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 8
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 8
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 8
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 8
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 8
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 8
Duff & Phelps Global Utility Income Fund Inc. 8
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 8
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 8
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 8
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 8
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 8
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 8
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 8
Pentwater Capital Management LP 7
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 7
Farmers & Merchants Investments Inc 7
Ethic Inc. 7
Financial Architects, Inc 7
FORA Capital, LLC 7
Convergence Investment Partners, LLC 7
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 7
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 7
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 7
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 7
Clear Street Markets Llc 7
Kathmere Capital Management, LLC 7
Airain ltd 7
Vestcor Inc 7
Mark Sheptoff Financial Planning, Llc 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 7
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 7
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 7
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 7
Healthcare Of Ontario Pension Plan Trust Fund 7
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 7
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 7
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 7
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 7
Aigen Investment Management, Lp 7
Maverick Capital Ltd 7
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 7
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A 7
Manchester Capital Management LLC 7
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 7
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 7
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 7
Westport Resources Management Inc 7
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 7
Guyasuta Investment Advisors Inc 7
Thompson Siegel & Walmsley Llc 7
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 7
Timber Hill LLC 7
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 7
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 7
Brookfield Asset Management Inc. 7
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 7
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 7
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 7
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 7
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 7
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 7
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 7
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A 7
Waratah Capital Advisors Ltd. 7
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 7
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 7
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 7
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 7
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 7
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 7
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 7
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 7
GHP Investment Advisors, Inc. 7
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 7
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 7
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 7
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 7
Essex Financial Services, Inc. 7
Capital Fund Management S.a. 7
Commonwealth Equity Services, Inc 7
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 7
Transamerica Financial Advisors, Inc. 7
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 7
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 7
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 7
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 7
Virginia Retirement Systems Et Al 7
Enterprise Financial Services Corp 7
ClariVest Asset Management LLC 7
Jaffetilchin Investment Partners, LLC 7
Tiedemann Advisors, Llc 7
Alyeska Investment Group, L.P. 7
Thompson Davis & Co., Inc. 7
Carlson Capital L P 7
Commonwealth Bank Of Australia 7
Murphy Capital Management Inc 7
World Asset Management Inc 7
Rare Infrastructure Ltd 7
Winslow, Evans & Crocker, Inc. 7
Gateway Investment Advisers Llc 7
Coastline Trust Co 7
Bb&t Securities, Llc 7
WealthTrust-Arizona, LLC 7
Paloma Partners Management Co 7
Zurich Insurance Group Ltd/FI 7
Natixis Investment Managers International 7
Mason Street Advisors, Llc 7
Connor, Clark & Lunn Investment Management Ltd. 7
Laffer Investments 7
Pathstone Family Office, Llc 7
PineBridge Investments, L.P. 7
A.R.T. Advisors, LLC 7
Suntrust Banks Inc 7
Cushing Asset Management, Lp 7
First Manhattan Co 7
Magnetar Financial LLC 7
Mycio Wealth Partners, Llc 7
Eaton Vance Management 7
Harfst & Associates, Inc. 7
Cutter & CO Brokerage, Inc. 7
Old Mutual Customised Solutions (proprietary) Ltd 7
Savant Capital, LLC 7
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 7
Public Employees Retirement Association Of Colorado 7
First Mercantile Trust Co 7
AlphaMark Advisors, LLC 7
Cypress Capital Management LLC (WY) 7
American Century Companies Inc 7
Highstreet Asset Management Inc. 7
Capital Innovations LLC 7
Tarbox Family Office, Inc. 7
Cullen/frost Bankers, Inc. 7
Cramer Rosenthal Mcglynn Llc 7
Federated Hermes, Inc. 7
Grantham, Mayo, Van Otterloo & Co. LLC 7
Integral Derivatives, LLC 7
American National Bank 7
Man Group plc 7
Atria Investments Llc 7
Mackenzie Financial Corp 7
Brookstone Capital Management 7
Capstone Asset Management Co 7
Quantitative Systematic Strategies LLC 7
First Hawaiian Bank 7
Wade G W & Inc 7
Contravisory Investment Management, Inc. 7
Carroll Financial Associates, Inc. 7
Td Asset Management Inc 7
New England Research & Management, Inc. 7
Tobam 7
Allianz Asset Management GmbH 7
Sawtooth Solutions, LLC 7
Df Dent & Co Inc 7
Mitsubishi UFJ Trust & Banking Corp 7
Moors & Cabot, Inc. 7
Salem Investment Counselors Inc 7
Leuthold Group, Llc 7
Kcm Investment Advisors Llc 7
Logan Capital Management Inc 7
ETRADE Capital Management LLC 7
Kayne Anderson Rudnick Investment Management Llc 7
Winton Capital Group Ltd 7
Compagnie Lombard Odier SCmA 7
Alexandria Capital, LLC 7
Glen Eagle Advisors, LLC 7
Winfield Associates, Inc. 7
Royal London Asset Management Ltd 7
SOUTH STATE Corp 7
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 7
LS Investment Advisors, LLC 7
Folger Hill Asset Management LP 7
Stratos Wealth Partners, LTD. 7
Hm Payson & Co 7
Vident Investment Advisory, LLC 7
Capital One, National Association 7
Russell Frank Co/ 7
Agf Investments Inc. 7
Mission Wealth Management, Lp 7
Van Hulzen Asset Management, LLC 7
Ledyard National Bank 7
Meeder Asset Management Inc 7
Xponance, Inc. 7
Umb Bank N A/mo 7
Oakworth Capital, Inc. 7
Capital Advisors, Ltd. LLC 7
Boothbay Fund Management, Llc 7
I.g. Investment Management, Ltd. 7
Clinton Group Inc 7
GWM Advisors LLC 7
Sunbelt Securities, Inc. 7
HAP Trading, LLC 7
Liberty Mutual Group Asset Management Inc. 7
Key Group Holdings (cayman), Ltd. 7
Seven Eight Capital, Lp 7
Kornitzer Capital Management Inc /ks 7
USS Investment Management Ltd 7
Private Trust Co Na 7
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 7
Frontier Wealth Management LLC 7
Managed Account Advisors Llc 7
1832 Asset Management L.P. 7
QS Investors, LLC 7
Cetera Advisors LLC 7
JNBA Financial Advisors 7
Grove Bank & Trust 7
FDx Advisors, Inc. 7
Segall Bryant & Hamill, Llc 7
Commerce Bank 7
Asset Dedication, LLC 7
California Public Employees Retirement System 7
NumerixS Investment Technologies Inc 7
Symphony Asset Management Llc 7
SpiderRock Trading LLC 7
Peapack Gladstone Financial Corp 7
New England Securities Corp /MA/ 7
Washington Trust Bank 7
WFG Advisors, LP 7
Penserra Capital Management LLC 7
Gideon Capital Advisors, Inc. 7
Forsta Ap-fonden 7
Archford Capital Strategies, LLC 7
NN Investment Partners Holdings N.V. 7
AMP Capital Investors Ltd 7
Ground Swell Capital, LLC 7
Kcg Holdings, Inc. 7
Cetera Investment Advisers 7
Bahl & Gaynor Inc 7
Citizens Financial Group Inc/ri 7
Great Lakes Advisors, Llc 7
WASHINGTON TRUST Co 7
D.a. Davidson & Co. 7
BlackRock Group LTD 7
Tcw Group Inc 7
Bayesian Capital Management, LP 7
Capstone Investment Advisors, Llc 7
Williams Jones & Associates LLC 7
Ajo, Lp 7
Baldwin Brothers Inc/ma 7
Interval Partners, LP 7
Zions Bancorporation 7
Brandywine Global Investment Management, LLC 7
Skandinaviska Enskilda Banken AB (publ) 7
Adage Capital Partners Gp, L.l.c. 7
Panagora Asset Management Inc 7
Ruggie Capital Group 7
Icon Advisers Inc/co 7
Lombard Odier Asset Management (Switzerland) SA 7
Principal Securities, Inc. 7
Zimmer Partners, LP 7
Sciencast Management LP 7
BlackRock Advisors LLC 7
Amundi Pioneer Asset Management Inc 7
Venturi Wealth Management, LLC 7
Itau Unibanco Holding S.A. 7
Mml Investors Services, Llc 7
Westpac Banking Corp 7
Dubuque Bank & Trust Co 7
First Personal Financial Services 7
Institutional & Family Asset Management, Llc 7
M&t Bank Corp 7
ARS Investment Partners, LLC 7
Aviva Plc 7
AHL Partners LLP 7
EverPoint Asset Management, LLC 7
Riverhead Capital Management Llc 7
State of Tennessee, Treasury Department 7
Credit Agricole S A 7
Pacific Global Investment Management Co 7
Axa S.a. 7
BNP Paribas Investment Partners S.A. 7
VTL Associates, LLC 7
SAC Capital Advisors LP 7
Index Management Solutions, LLC 7
Baird Robert W & Co Inc /wi/ 7
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 7
Placemark Investments, Inc. 7
Levin Capital Strategies, L.p. 7
Legg Mason Investment Counsel, LLC 7
Sei Trust Co 7
Emerald Acquisition Ltd. 7
Bank Of Nova Scotia Trust Co 7
Wealthcare Advisory Partners LLC 7
Wilmington Trust, National Association 7
Jacobi Capital Management LLC 7
AGF Investments LLC 7
O'shaughnessy Asset Management, Llc 7
Stone House Investment Management, LLC 7
Versor Investments LP 7
Luminus Management Llc 7
Elkfork Partners LLC 7
First Capital Advisors Group, LLC. 7
BlackRock ETF Trust II - BlackRock Flexible Income ETF 7
Amerivest Investment Management LLC 7
Vanguard World Fund 7
United Capital Financial Advisers, Llc 7
Meridian Wealth Management, LLC 7
Lenox Wealth Management, Inc. 7
Maven Securities LTD 7
Cerity Partners LLC 7
College Retirement Equities Fund 7
Tiaa-cref Funds 7
SRS Capital Advisors, Inc. 7
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 7
IHT Wealth Management, LLC 7
Meadow Creek Investment Management LLC 7
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 7
Cigna Investments Inc /new 7
Assenagon Asset Management S.A. 7
Sowell Financial Services LLC 7
Patriot Financial Group Insurance Agency, LLC 7
Pinnacle Bancorp, Inc. 7
SpiderRock Advisors, LLC 7
Westside Investment Management, Inc. 7
Marshall Wace North America L.P. 7
MARSHALL WACE ASIA Ltd 7
Pittenger & Anderson Inc 7
Banco Bilbao Vizcaya Argentaria, S.a. 7
Spot Trading L.l.c. 7
Teachers Advisors, Llc 7
Tiaa Cref Investment Management Llc 7
Crossmark Global Holdings, Inc. 7
Csenge Advisory Group 7
Ninepoint Partners LP 7
Schroder Investment Management Group 7
Standard Life Aberdeen plc 7
Ubs Oconnor Llc 7
Cerebellum GP, LLC 7
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 7
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 7
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 7
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 7
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 7
Oppenheimer Funds Inc 7
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 7
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 7
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 7
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 7
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 7
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 7
Voya Global Advantage & Premium Opportunity Fund 7
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 7
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 7
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 7
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 7
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 7
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 7
Veritable, L.P. 7
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 7
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 7
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 7
American Portfolios Advisors 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 7
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 7
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 7
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 7
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 7
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 7
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 7
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 7
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 7
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 7
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 7
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 7
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 7
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 7
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 7
State Farm Mutual Fund Trust 7
State Farm Variable Product Trust 7
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 7
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 7
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 7
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 7
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 7
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 7
MBOVX - M FUND INC - M Large Cap Value Fund 7
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 7
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 7
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 7
Oppenheimer Etf Trust 7
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 7
VDAFX - VALIC Co I - Dynamic Allocation Fund 7
Global X Funds 7
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 7
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 7
Tocqueville Asset Management L.p. 7
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 7
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 7
Hudson Bay Capital Management LP 7
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 7
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 7
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 7
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 7
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 7
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 7
Intech Investment Management Llc 7
Quantitative Investment Management, LLC 7
Visium Asset Management, LP 7
Johnson Financial Group, Inc. 7
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 7
Paradigm Asset Management Co Llc 7
Hantz Financial Services, Inc. 7
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 7
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 7
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 7
NOSGX - Northern Funds - Northern Small Cap Value Fund 7
Coldstream Capital Management Inc 7
CenterStar Asset Management, LLC 7
De Burlo Group Inc 7
Legacy Financial Advisors, Inc. 7
Gryphon Financial Partners LLC 7
Commonwealth Equity Services, Llc 7
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 7
Centaurus Financial, Inc. 7
Larson Financial Group LLC 7
Centenus Global Management, Lp 7
Merit Financial Group, LLC 7
Caption Management, LLC 7
Holocene Advisors, LP 7
Financial Advocates Investment Management 7
CWM Advisors, LLC 7
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 7
Brasada Capital Management, Lp 7
Quent Capital, LLC 7
Summit Trail Advisors, Llc 7
Prime Capital Investment Advisors, LLC 7
Macquarie Group Ltd 7
We Are One Seven, LLC 7
AdvisorNet Financial, Inc 7
Princeton Alpha Management LP 7
Varma Mutual Pension Insurance Co 7
Clearbridge Investments, LLC 7
Glassman Wealth Services 7
Weiss Strategic Interval Fund 7
Snowden Capital Advisors LLC 7
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 7
First Citizens Bank & Trust Co 7
Beacon Pointe Advisors, LLC 7
First Trust Advisors Lp 7
FinTrust Capital Advisors, LLC 7
Apollon Wealth Management, LLC 7
Zions Bancorporation, N.A. 7
EverSource Wealth Advisors, LLC 7
Alera Investment Advisors, LLC 7
Cresset Asset Management, LLC 7
ExodusPoint Capital Management, LP 7
Toroso Investments, LLC 7
Sandy Spring Bank 7
Princeton Global Asset Management LLC 7
Summit Asset Management, LLC 7
Carnegie Capital Asset Management, LLC 7
Kore Private Wealth LLC 7
Prestige Wealth Management Group LLC 7
Jfs Wealth Advisors, Llc 7
WealthStone, Inc. 7
Inscription Capital, LLC 7
LMR Partners LLP 7
Miracle Mile Advisors, LLC 7
Checchi Capital Advisers, LLC 7
Vantagepoint Funds 7
Campbell Multi-strategy Trust 7
Avion Wealth 7
Fiduciary Trust Co 7
Manning & Napier Advisors Llc 7
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 7
Rehmann Capital Advisory Group 7
Sheets Smith Wealth Management 7
ArrowMark Colorado Holdings LLC 7
Gupta Wealth Management LLC 7
Gradient Investments LLC 7
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 7
Kb Financial Partners, Llc 7
Patten Group, Inc. 7
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a) 7
Cohen & Steers, Inc. 7
Geneos Wealth Management Inc. 7
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 7
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 7
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 7
Chilton Investment Co Llc 7
Harbour Investments, Inc. 7
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 7
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 7
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 7
Shay Capital LLC 7
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 7
Us Financial Advisors, Llc 7
RYPIX - RYDEX SERIES FUNDS - Transportation Fund Investor Class 7
Jefferies Group LLC 7
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 7
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 7
Moneta Group Investment Advisors Llc 7
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 7
Ing Groep Nv 7
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 7
Bridgefront Capital, LLC 7
Lombard Odier Asset Management (USA) Corp 7
Y-Intercept (Hong Kong) Ltd 7
Addison Advisors LLC 7
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 7
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 7
Santa Fe Partners LLC 7
Cullen Capital Management, LLC 7
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 7
HBK Sorce Advisory LLC 7
Dorsey & Whitney Trust CO LLC 7
Laurion Capital Management LP 7
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 7
Jump Financial, LLC 7
Kestra Advisory Services, LLC 7
Woodmont Investment Counsel Llc 7
Oppenheimer Asset Management Inc. 7
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 7
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 7
Great West Life Assurance Co /can/ 7
Fulcrum Asset Management LLP 7
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 7
Stevens Capital Management Lp 7
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 7
Wolverine Asset Management Llc 7
Campbell & CO Investment Adviser LLC 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 7
BRASX - Blackrock Allocation Target Shares - Bats Series S 7
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I 7
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 7
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 7
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 7
Prospera Financial Services Inc 7
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 7
MTIIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Infrastructure Portfolio CLASS I 7
MBEQX - M FUND INC - M International Equity Fund 7
Rsm Us Wealth Management Llc 7
Highbridge Capital Management Llc 7
Gluskin Sheff & Assoc Inc 7
Asset Management One Co., Ltd. 7
Global X Management CO LLC 7
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 7
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 7
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 7
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 7
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 7
Northern Trust Co Of Connecticut 7
Reilly Financial Advisors, Llc 7
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 7
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 7
F&C Asset Management plc 7
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 7
Evercore Wealth Management, LLC 7
MBGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Infrastructure Portfolio Class I 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 7
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 7
Ensign Peak Advisors, Inc 7
Gemmer Asset Management LLC 7
Twinbeech Capital Lp 7
Integrated Advisors Network LLC 6
Yorktown Management & Research Co Inc 6
Atlantic Trust, LLC 6
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 6
Picton Mahoney Asset Management 6
GLIF - AGF Investments Trust - AGFiQ Global Infrastructure ETF 6
Boston Advisors Llc 6
Worldquant Millennium Advisors Llc 6
Cypress Asset Management Inc/tx 6
Fulton Bank, N.a. 6
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 6
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 6
Bfsg, Llc 6
Harvest Investment Services, LLC 6
Tortoise Investment Management, LLC 6
Flagship Harbor Advisors, Llc 6
Regal Investment Advisors LLC 6
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 6
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 6
Community Financial Services Group, LLC 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 6
Lido Advisors, LLC 6
Parsons Capital Management Inc/ri 6
Fieldpoint Private Securities, LLC 6
Sivia Capital Partners, LLC 6
Achmea Investment Management B.V. 6
Stonebridge Capital Management Inc 6
Fuller & Thaler Asset Management, Inc. 6
Maple Securities Usa Inc 6
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 6
Joel Isaacson & Co., LLC 6
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 6
Advisor Partners Llc 6
Wesbanco Bank Inc 6
Independent Portfolio Consultants, Inc. 6
Ninety One UK Ltd 6
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 6
First Interstate Bank 6
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 6
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 6
Scientech Research LLC 6
Retirement Planning Group 6
Burney Co/ 6
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 6
Global Financial Private Client, LLC 6
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 6
Viking Global Investors Lp 6
iA Global Asset Management Inc. 6
Synovus Financial Corp 6
Exane Derivatives 6
AllSquare Wealth Management LLC 6
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 6
Advantage Investment Management, Llc 6
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 6
Palladium Partners Llc 6
Banque Cantonale Vaudoise 6
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 6
Natural Investments, Llc 6
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 6
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 6
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 6
Andra AP-fonden 6
Quantamental Technologies LLC 6
SUPL - PROSHARES TRUST - ProShares Supply Chain Logistics ETF 6
Perkins Investment Management, LLC 6
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 6
Twin Tree Management, LP 6
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 6
Hl Financial Services Llc 6
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 6
Nicholas Investment Partners, LP 6
First City Capital Management, Inc. 6
Horan Capital Advisors, LLC. 6
Mitsubishi UFJ Securities Holdings Co., Ltd. 6
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 6
Ballentine Partners, LLC 6
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 6
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 6
Calamos Wealth Management LLC 6
Wagner Wealth Management, Llc 6
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 6
Hilltop Holdings Inc. 6
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 6
Landscape Capital Management, L.l.c. 6
PointState Capital LP 6
Girard Partners Ltd. 6
Harbor Investment Advisory, Llc 6
Exchange Traded Concepts, Llc 6
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 6
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 6
Zeke Capital Advisors, Llc 6
Evergreen Capital Management Llc 6
AE Wealth Management LLC 6
Ullmann Financial Group, Inc. 6
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 6
Caitong International Asset Management Co., Ltd 6
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 6
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 6
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 6
Pinnacle Summer Investments, Inc. 6
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 6
Haverford Trust Co 6
Artisan Partners Limited Partnership 6
Amalgamated Bank 6
EULAV Asset Management 6
Carmel Capital Partners, LLC 6
Pathway Financial Advisers, LLC 6
Meridian Wealth Partners, LLC 6
Johnson Investment Counsel Inc 6
Mn Services Vermogensbeheer B.V. 6
Financial Management Professionals, Inc. 6
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 6
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 6
Cambridge Investment Research Advisors, Inc. 6
Freedman Financial Associates, Inc. 6
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 6
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 6
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 6
Standard Family Office LLC 6
Perpetual Ltd 6
DLD Asset Management, LP 6
GAM Holding AG 6
Prudential Plc 6
Investment Management Corp of Ontario 6
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 6
Senator Investment Group LP 6
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 6
Ronald Blue Trust, Inc. 6
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 6
JustInvest LLC 6
Symmetry Partners, LLC 6
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 6
Nationwide Fund Advisors 6
Schafer Cullen Capital Management Inc 6
JJJ Advisors Inc. 6
Yousif Capital Management, Llc 6
CNB Bank 6
Mizuho Trust & Banking Co., Ltd. 6
Claro Advisors LLC 6
InterOcean Capital Group, LLC 6
Capital Investment Advisory Services, LLC 6
Axxcess Wealth Management, Llc 6
M&g Investment Management Ltd 6
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 6
American Independence Funds Trust 6
Rothschild Investment Llc 6
Gyon Technologies Capital Management, LP 6
Teza Capital Management LLC 6
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 6
Eagle Asset Management Inc 6
Catapult Capital Management Llc 6
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 6
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 6
CI Global Investments Inc. 6
Brown Advisory Securities, LLC 6
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 6
Old Mission Capital Llc 6
Redmond Asset Management, LLC 6
Acorn Wealth Advisors, LLC 6
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 6
Orion Portfolio Solutions, LLC 6
Ovata Capital Management Ltd 6
McAdam, LLC 6
Northwest Investment Counselors, Llc 6
Edmond De Rothschild Holding S.a. 6
MML Series Investment Fund II - MML Blend Fund Initial Class 6
First Foundation Advisors 6
Arlington Trust Co LLC 6
South Dakota Investment Council 6
Concord Wealth Partners 6
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 6
CIBC Bancorp USA Inc. 6
One Wealth Advisors, LLC 6
Korea Investment CORP 6
State Of Michigan Retirement System 6
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 6
Argent Trust Co 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 6
BerganKDV Wealth Management, LLC 6
Vontobel Holding Ltd. 6
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 6
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 6
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 6
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 6
Anchor Investment Management, LLC 6
Focused Wealth Management, Inc 6
Vanguard Global Advisers, LLC 6
GLG Partners LP 6
Cohen & Steers Capital Management Inc 6
Qtron Investments LLC 6
Cookson Peirce & Co Inc 6
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 6
Wealth Quarterback LLC 6
CVA Family Office, LLC 6
First Republic Investment Management, Inc. 6
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 6
Steinberg Global Asset Management 6
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 6
Global Retirement Partners, LLC 6
Columbus Circle Investors 6
Syon Capital Llc 6
Howard Hughes Medical Institute 6
BlueCrest Capital Management LLP 6
Norway Savings Bank 6
Sutton Wealth Advisors Inc. 6
Simon Quick Advisors, Llc 6
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 6
Advisor OS, LLC 6
Artemis Investment Management LLP 6
First Horizon Corp 6
Knight Capital Group, Inc. 6
BBVA USA Bancshares, Inc. 6
Kimelman & Baird, LLC 6
Trust Department Mb Financial Bank N A 6
Alpha Paradigm Partners, LLC 6
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 6
Alpine Global Management, LLC 6
Employees Retirement System of Texas 6
CAPROCK Group, Inc. 6
Bank Julius Baer & Co. Ltd, Zurich 6
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 6
TD Waterhouse Canada Inc. 6
Greenleaf Trust 6
AMF Pensionsforsakring AB 6
Jpmorgan Trust Iii 6
Credential Qtrade Securities Inc. 6
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 6
APG Asset Management N.V. 6
FLDBX - Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 6
Kestra Private Wealth Services, Llc 6
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 6
Guardian Capital Lp 6
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 6
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 6
Procyon Private Wealth Partners, LLC 6
Nuveen, LLC 6
Quaero Capital S.A. 6
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 6
V Wealth Advisors LLC 6
Bluefin Capital Management, Llc 6
Boston Trust Walden Corp 6
Clear Harbor Asset Management, LLC 6
Brinker Capital Investments, LLC 6
Coston, McIsaac & Partners 6
Estabrook Capital Management 6
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 6
Veriti Management LLC 6
Legg Mason Investment Counsel & Trust Co., N.A. 6
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 6
Horizon Investments, LLC 6
Vantage Investment Advisors, LLC 6
Tradewinds Capital Management, LLC 6
Covestor Ltd 6
NorthCoast Asset Management LLC 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 6
Par Capital Management Inc 6
Centersquare Investment Management Llc 6
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 6
Private Wealth Asset Management, LLC 6
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 6
Banyan Partners, LLC 6
Pictet Asset Management Ltd 6
Vident Advisory, LLC 6
San Francisco Sentry Investment Group (ca) 6
Intact Investment Management Inc. 6
TRUE Private Wealth Advisors 6
West Paces Advisors Inc. 6
Aberdeen Standard Global Infrastructure Income Fund 6
Qs Batterymarch Financial Management, Inc 6
Atlantic Union Bankshares Corp 6
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 6
Atwood & Palmer Inc 6
Edgestream Partners, L.P. 6
Pictet Asset Management Holding SA 6
Kemnay Advisory Services Inc. 6
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 6
Bellwether Investment Group, LLC 6
Hc Financial Advisors Inc 6
Scotia Capital Inc. 6
ACVF - ETF Opportunities Trust - American Conservative Values ETF 6
Golden State Equity Partners 6
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 6
Saturna Capital CORP 6
Park National Corp /oh/ 6
XTN - SPDR SERIES TRUST - SPDR(R) S&P(R) Transportation ETF 6
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 6
Bokf, Na 6
MetLife Investment Management, LLC 6
Arkadios Wealth Advisors 6
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 6
Pine River Capital Management L.P. 6
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 6
GPS Wealth Strategies Group, LLC 6
West Family Investments, Inc. 6
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 6
Maryland State Retirement & Pension System 6
Liberty Wealth Management Llc 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 6
Sound Income Strategies, LLC 6
CoreCap Advisors, LLC 6
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 6
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 6
Jackson, Grant Investment Advisers, Inc. 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 6
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 6
Societe Generale 6
Pflug Koory, LLC 6
Modera Wealth Management, LLC 6
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 6
Cable Hill Partners, LLC 6
Cetera Advisor Networks LLC 6
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 6
Mattern Wealth Management LLC 6
Chevy Chase Trust Holdings, Inc. 6
Athanor Capital, Lp 6
MUFG Securities EMEA plc 6
Fiera Capital Corp 6
NuWave Investment Management, LLC 6
First Eagle Investment Management, LLC 6
Enlightenment Research, LLC 6
Wiley Bros.-aintree Capital, Llc 6
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 6
BLB&B Advisors, LLC 6
Hancock Whitney Corp 6
Schechter Investment Advisors, LLC 6
Sumitomo Mitsui Trust Holdings, Inc. 6
IMC-Chicago, LLC 6
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 6
M&r Capital Management Inc 6
Cary Street Partner Investment Advisory Llc 6
Citizens Business Bank 6
Pinnacle Associates Ltd 6
Daiwa Securities Group Inc. 6
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 6
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 6
Caxton Associates Lp 6
Factorial Partners, Llc 6
Moore Capital Management, Lp 6
WMS Partners, LLC 6
ENDW - EA Series Trust - Cambria Endowment Style ETF 6
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 6
Hbk Investments L P 6
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 6
Next Financial Holdings 6
Turner Investments, L.p. 6
Emerald Investment Partners, Llc 6
Golden State Wealth Management, LLC 6
Lombard Odier Asset Management (Europe) Ltd 6
Vestmark Advisory Solutions, Inc. 6
Brewin Dolphin Ltd 6
Sanders Morris Harris Llc 6
Coastal Investment Advisors, Inc. 6
Pictet Asset Management Sa 6
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 6
Busey Wealth Management 6
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 6
Principal Street Partners, LLC 6
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 6
Chartwell Investment Partners, Llc 6
U S Global Investors Inc 6
Capital Asset Advisory Services LLC 6
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 6
DOZR - Direxion Shares ETF Trust - Direxion Daily US Infrastructure Bull 2X Shares 6
Burt Wealth Advisors 6
Tompkins Financial Corp 6
Allstate Corp 6
DAVENPORT & Co LLC 6
Atlas Capital Advisors Llc 6
Brinker Capital Inc 6
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 6
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 6
Keel Point, LLC 6
Gulf International Bank (UK) Ltd 6
RFP Financial Group LLC 6
Pillar Pacific Capital Management Llc 6
Investors Research Corp 6
Wilbanks Smith & Thomas Asset Management Llc 6
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 6
Pearl River Capital, LLC 6
Sound View Wealth Advisors Group, LLC 6
AIA Investment Management Private Ltd 6
VANGUARD ASSET MANAGEMENT, Ltd 6
Costello Asset Management, INC 6
Ontario Teachers Pension Plan Board 6
City Holding Co 6
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 6
IWV - iSHARES TRUST - iShares Russell 3000 ETF 6
Sanctuary Advisors, LLC 6
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 6
Boston Private Bank & Trust Co 6
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 6
Jag Capital Management, Llc 6
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 6
Cfm Wealth Partners Llc 6
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 6
Wealth Enhancement Advisory Services, Llc 6
Columbia Partners L L C Investment Management 6
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 6
Ieq Capital, Llc 6
ProShare Advisors LLC 6
River Road Asset Management, LLC 6
Arizona State Retirement System 6
Icon Wealth Partners, LLC 6
Allspring Global Investments Holdings, LLC 6
Jupiter Asset Management Ltd 6
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 6
Pacifica Partners Inc. 6
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 6
Davidson Kempner Capital Management Lp 6
Kingsview Wealth Management, LLC 6
Mount Yale Investment Advisors, LLC 6
Sandler Capital Management 6
Arden Investment Series Trust 6
Moody National Bank Trust Division 6
Baldwin Investment Management, LLC 6
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 6
Concert Wealth Management Inc. 6
Vanguard Fiduciary Trust Co 6
Calamos Advisors LLC 6
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 6
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 6
EFG International AG 6
Axq Capital, Lp 6
BI Asset Management Fondsmaeglerselskab A/S 6
Sigma Planning Corp 6
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 6
Alphacrest Capital Management Llc 6
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 6
CenterBook Partners LP 6
Jarislowsky, Fraser Ltd 6
Exchange Capital Management, Inc. 6
Arete Wealth Advisors, LLC 6
Css Llc/il 6
Sequoia Financial Advisors, LLC 6
Bell Investment Advisors, Inc 6
FourThought Financial, LLC 6
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 6
U.S. Capital Wealth Advisors, LLC 6
Munder Series Trust 6
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 6
Baystate Wealth Management LLC 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 6
Forte Capital Llc /adv 6
Ropes Wealth Advisors Llc 6
Warren Averett Asset Management, LLC 6
Pinnacle Wealth Planning Services, Inc. 6
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 6
Strategic Wealth Partners, Ltd. 6
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 6
Catalyst Capital Advisors LLC 6
Quarry LP 6
Resources Management Corp /ct/ /adv 6
Personal Cfo Solutions, Llc 6
Reaves W H & Co Inc 6
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 6
Williams Jones Wealth Management, LLC. 6
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 6
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 6
Covington Capital Management 6
Los Angeles Capital Management Llc 6
UMA Financial Services, Inc. 6
Santori & Peters, Inc. 6
Chesley Taft & Associates LLC 6
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 6
Geneva Advisors, LLC 6
Glg Llc 6
Redwood Investment Management, Llc 6
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 6
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 6
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 6
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 6
National Planning Corp 6
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 6
Calvert Investment Management, Inc. 6
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 6
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 6
Erste Asset Management GmbH 6
Kiwi Wealth Investments Limited Partnership 6
Country Trust Bank 6
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF 6
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 6
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 6
Crewe Advisors LLC 6
Trustcore Financial Services, Llc 6
Aberdeen Asset Management Plc/uk 6
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 6
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 6
Findlay Park Partners LLP 6
Register Financial Advisors LLC 6
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 6
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 6
Stifel Nicolaus & Co Inc \mo\ 6
Markel Corp 6
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 6
Institute for Wealth Management, LLC. 6
CI Private Wealth, LLC 6
Wunderlich Securities, Inc. 6
Capital International Investors 6
Echo Street Capital Management LLC 6
Patten & Patten Inc/tn 6
Householder Group Estate & Retirement Specialist, LLC 6
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 6
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 6
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 6
True Wealth Design, LLC 6
Leonteq Securities AG 6
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 6
Accurate Wealth Management, LLC 6
State of New Jersey Common Pension Fund D 6
Vanguard Investments Australia, Ltd. 6
Townsquare Capital Llc 6
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 6
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 6
Duality Advisers, Lp 6
Pathstone Holdings, LLC 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 6
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 6
Tdam Usa Inc. 6
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund 6
Bedel Financial Consulting, Inc. 6
Sun Life Financial Inc 6
Perigon Wealth Management, LLC 6
Pinnacle Financial Partners Inc 6
Virtus Global Dividend & Income Fund Inc. 6
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 6
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 6
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 6
Kentucky Retirement Systems 6
Trustmark National Bank Trust Department 6
Manning & Napier Group, LLC 6
Swiss Life Asset Management Ltd 6
JTC Employer Solutions Trusteee Ltd 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 6
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 6
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 6
Stonebridge Capital Advisors LLC 6
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 6
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 6
California State Teachers Retirement System 6
Center for Financial Planning, Inc. 6
Eagle Bay Advisors LLC 6
Carolinas Wealth Consulting Llc 6
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 6
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 6
Lincoln National Corp 6
Unigestion Holding SA 6
HighPoint Advisor Group LLC 6
VGLSX - VALIC Co I - Global Strategy Fund 6
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 6
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 6
Kanaly Trust Co 6
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 6
Sabal Trust CO 6
CLARET ASSET MANAGEMENT Corp 6
Claraphi Advisory Network, LLC 6
Hazlett, Burt & Watson, Inc. 6
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 6
Cornerstone Wealth Management, LLC 6
Colony Group, LLC 6
Ameritas Investment Corp 6
MAI Capital Management 6
Sentry Investments Corp. 6
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 6
Smartleaf Asset Management LLC 6
People's United Financial, Inc. 6
Avantax Advisory Services, Inc. 6
Highlander Capital Management, LLC 6
Forum Financial Management, LP 6
Thoroughbred Financial Services, Llc 6
Seacrest Wealth Management, Llc 6
Capital Guardian Trust Co 6
Usca Ria Llc 6
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 6
CIBC Private Wealth Group, LLC 6
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 6
Capula Management Ltd 6
Glg Inc. 6
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 6
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 6
Pinkerton Retirement Specialists, LLC 6
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 6
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 6
Ab Pooling Portfolios 6
Oppenheimer & Co Inc 6
Lansforsakringar Fondforvaltning AB (publ) 6
Asahi Life Asset Management Co., Ltd. 6
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 6
Wealthcare Capital Management Llc 6
Retirement Systems of Alabama 6
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 6
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 6
Graham Capital Management, L.P. 6
Integrated Wealth Management 6
Metropolitan Life Insurance Co/ny 6
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 6
Stevens First Principles Investment Advisors 6
PRW Wealth Management LLC 6
Janus Capital Management Llc 6
Column Capital Advisors, LLC 6
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 6
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 6
Koshinski Asset Management, Inc. 6
Verus Capital Partners, Llc 6
NatWest Group plc 6
Cinctive Capital Management LP 6
Creative Financial Designs Inc /adv 6
Bath Savings Trust Co 6
Sargent Bickham Lagudis LLC 6
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 6
Graticule Asia Macro Advisors LLC 6
Beacon Capital Management, LLC 6
Total Clarity Wealth Management, Inc. 6
National Bank Of Canada /fi/ 6
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 6
Trust Co 6
Dynamic Capital Management Ltd 6
Janney Capital Management LLC 6
Parkwood LLC 6
Alpine Woods Capital Investors, Llc 6
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 6
C M Bidwell & Associates Ltd 6
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 6
Beutel, Goodman & Co Ltd. 6
Roble, Belko & Company, Inc 6
Venture Visionary Partners LLC 6
National Pension Service 6
Triangle Securities Wealth Management 6
Li Winifred I 6
Capital World Investors 6
Pennsylvania Trust Co 6
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 6
CPSIX - Unified Series Trust - Fci Bond Fund 6
Congress Asset Management Co /ma 6
Ray Gerald L & Associates Ltd 6
Shapiro Robert N 6
Acadian Asset Management Llc 6
Dakota Wealth Management 6
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 6
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 6
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 6
Root Financial Partners, LLC 6
Regentatlantic Capital Llc 6
NewEdge Wealth, LLC 6
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 6
Kistler-Tiffany Companies, LLC 6
Ossiam 6
Parametrica Management Ltd 6
Northwest & Ethical Investments L.P. 6
Quad-Cities Investment Group, LLC 6
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 6
Spire Wealth Management 6
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 6
USA Financial Portformulas Corp 6
Hexavest Inc. 6
Nebula Research & Development LLC 6
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 6
Arlington Partners LLC 6
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 6
SG3 Management, LLC 6
Woodline Partners LP 6
Trillium Asset Management, Llc 6
Financial Counselors Inc 6
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 6
Smart Portfolios, LLC 6
IBM Retirement Fund 6
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 6
Duff & Phelps Investment Management Co 6
Tsfg, Llc 6
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 6
Mirova 6
Lavaca Capital Llc 6
Belpointe Asset Management LLC 6
Valeo Financial Advisors, LLC 6
Ogorek Anthony Joseph /ny/ /adv 6
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 6
Eudaimonia Partners, LLC 6
Hutchin Hill Capital, LP 6
JCIC Asset Management Inc. 6
Equitec Proprietary Markets, Llc 6
ORG Partners LLC 6
Bogart Wealth, LLC 6
Bb&t Investment Services, Inc. 6
Optimum Investment Advisors 6
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6
Raymond James Trust N.a. 6
Ahrens Investment Partners LLC 6
DRW Securities, LLC 6
Vigilant Capital Management, LLC 6
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 6
L & S Advisors Inc 6
Signet Financial Management, Llc 6
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 6
Summit X, LLC 6
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 6
Encompass Capital Advisors LLC 6
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class 6
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 6
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 6
Delta Lloyd Nv 6
Cibc World Markets Corp 6
Caisse De Depot Et Placement Du Quebec 6
Pendal Group Ltd 6
Intercontinental Wealth Advisors, LLC 6
BDO Wealth Advisors, LLC 6
Harvest Management Llc 6
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 6
Handelsbanken Fonder AB 6
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 6
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 6
D.B. Root & Company, LLC 6
Reynders McVeigh Capital Management, LLC 6
Arrowgrass Capital Partners (us) Lp 6
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 6
Obermeyer Wood Investment Counsel, Lllp 6
Generali Asset Management SPA SGR 6
Samlyn Capital, Llc 5
Indiana Trust & Investment Management CO 5
QCM Cayman, Ltd. 5
Equitable Trust Co 5
New Millennium Group LLC 5
Operose Advisors LLC 5
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 5
Truvestments Capital Llc 5
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 5
Steigerwald, Gordon & Koch Inc. 5
Equitable Holdings, Inc. 5
Financial Network Wealth Advisors LLC 5
Bryn Mawr Capital Management Inc 5
Invictus RG Pte. Ltd. 5
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 5
MQS Management LLC 5
Wealthsource Partners, Llc 5
Vectors Research Management, LLC 5
Belmont Global Advisors, Inc. 5
CHICAGO TRUST Co NA 5
Wealth Enhancement Trust Services, Inc. 5
Washington Trust Advisors, Inc. 5
Metis Global Partners, LLC 5
Cardinal Capital Management, Inc. 5
SJS Investment Consulting Inc. 5
Pinnbrook Capital Management Lp 5
Ellevest, Inc. 5
Graves-Light Private Wealth Management, Inc. 5
Governors Lane LP 5
Alps Advisors Inc 5
Allred Capital Management, LLC 5
Essex Savings Bank 5
Pineno Levin & Ford Asset Management, Inc. 5
Medallion Wealth Advisors, LLC 5
Grandview Asset Management LLC 5
West Oak Capital, LLC 5
Verdence Capital Advisors LLC 5
Personal Wealth Partners 5
Buckingham Strategic Partners 5
Old North State Trust, LLC 5
Summit Financial, LLC 5
Patton Albertson Miller Group, Llc 5
Hilton Capital Management, LLC 5
Central Bank & Trust Co 5
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund 5
Suvretta Capital Management, Llc 5
Northwestern Mutual Investment Management Company, Llc 5
Highland Capital Management Lp 5
Arabesque Asset Management Ltd 5
Retirement Planning Co of New England, Inc. 5
Hollencrest Capital Management 5
Catalytic Wealth RIA, LLC 5
Gold Investment Management Ltd. 5
MBM Wealth Consultants, LLC 5
Profunds - Profund Vp Industrials 5
9258 Wealth Management, LLC 5
Jacobs Levy Equity Management, Inc 5
Farmers & Merchants Trust Co of Long Beach 5
Sandbar Asset Management LLP 5
Little House Capital Llc 5
HHM Wealth Advisors, LLC 5
Islet Management, LP 5
Ameritas Advisory Services, LLC 5
Stamos Capital Partners, L.p. 5
Congress Wealth Management LLC / DE / 5
Semmax Financial Advisors Inc. 5
Weld Capital Management Llc 5
Seeyond 5
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class 5
Whipplewood Advisors, LLC 5
Credential Securities Inc. 5
Morningstar Investment Management LLC 5
Global Wealth Management Investment Advisory, Inc. 5
JGP Global Gestao de Recursos Ltda. 5
Stock Yards Bank & Trust Co 5
TCTC Holdings, LLC 5
Dixon Hughes Goodman Wealth Advisors LLC 5
Frazier Financial Advisors, LLC 5
Strategic Blueprint, LLC 5
Pensionmark Financial Group, Llc 5
Atticus Wealth Management, Llc 5
Edge Capital Group, LLC 5
Desjardins Global Asset Management Inc. 5
Knuff & Co LLC 5
Western Wealth Management, LLC 5
Quest Capital Management Inc /adv 5
JPL Wealth Management, LLC 5
Mather Group, Llc. 5
Voleon Capital Management Lp 5
Aventura Private Wealth, LLC 5
Marathon Capital Management 5
Surevest, LLC 5
Halbert Hargrove Global Advisors, Llc 5
Guggenheim Active Allocation Fund 5
Schubert & Co 5
Toth Financial Advisory Corp 5
Waddell & Reed Financial Inc 5
Treasurer of the State of North Carolina 5
Banque Pictet & Cie Sa 5
Prentiss Smith & Co Inc 5
Easterly Investment Partners Llc 5
Private Wealth Management Group, LLC 5
Tema Etfs Llc 5
British Airways Pensions Investment Management Ltd 5
MainStay CBRE Global Infrastructure Megatrends Fund 5
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 5
Baker Avenue Asset Management, LP 5
Kestra Investment Management, LLC 5
Comerica Securities,inc. 5
Bremer Bank National Association 5
First New York Securities Llc /ny 5
Kovitz Investment Group Partners, LLC 5
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 5
Wbh Advisory Inc 5
Partnership Wealth Management, LLC 5
Benjamin Edwards Inc 5
CSat Investment Advisory, L.P. 5
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 5
XML Financial, LLC 5
Krilogy Financial LLC 5
Arden Trust Co 5
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 5
GABELLI & Co INVESTMENT ADVISERS, INC. 5
Bluefin Trading, LLC 5
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 5
GeoWealth Management, LLC 5
Northwest Financial Advisors 5
Jump Trading, Llc 5
Stonehage Fleming Financial Services Holdings Ltd 5
AJOVista, LLC 5
Bare Financial Services, Inc 5
LBA Wealth Management, LLC 5
Rs Variable Products Trust 5
E. Ohman J:or Asset Management AB 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 5
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 5
Bristol John W & Co Inc /ny/ 5
Impala Asset Management LLC 5
Point72 Hong Kong Ltd 5
Beacon Investment Advisory Services, Inc. 5
Threadgill Financial, Llc 5
Gilliland Jeter Wealth Management LLC 5
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 5
Reliance Trust Co Of Delaware 5
Ilmarinen Mutual Pension Insurance Co 5
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 5
Mosaic Family Wealth, LLC 5
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 5
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 5
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 5
Boston Common Asset Management, LLC 5
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 5
Newbridge Financial Services Group, Inc. 5
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 5
Virtus Investment Advisers, Inc. 5
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 5
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 5
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 5
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 5
First National Bank Of Omaha 5
Dark Forest Capital Management Lp 5
Advisor Resource Council 5
Associated Banc-corp 5
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 5
New Mexico Educational Retirement Board 5
Bluestein R H & Co 5
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 5
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 5
Sentry Investment Management Llc 5
Gofen & Glossberg Llc /il/ 5
Triumph Capital Management 5
VAUGHAN & Co SECURITIES, INC. 5
Cbre Clarion Securities Llc 5
Howard Wealth Management, Llc 5
EP Wealth Advisors, Inc. 5
Qci Asset Management Inc/ny 5
Nations Financial Group Inc, /ia/ /adv 5
Cornerstone Capital Management Holdings Llc. 5
Mutual Of America Capital Management Llc 5
CapWealth Advisors, LLC 5
Partners Group Holding AG 5
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 5
NewSquare Capital LLC 5
Gilder Gagnon Howe & Co Llc 5
Sierra Capital LLC 5
Monetary Management Group Inc 5
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 5
SECOR Capital Advisors, LP 5
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 5
Cullen Investment Group, Ltd. 5
Regency Capital Management Inc.\DE 5
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 5
Stonnington Group, Llc 5
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 5
Avalon Advisors, Llc 5
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 5
Cromwell Holdings LLC 5
Security National Trust Co 5
Nfj Investment Group, Llc 5
Deere & Co 5
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 5
Continuum Advisory, LLC 5
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 5
Aviso Financial Inc. 5
Horizon Investment Services, LLC 5
Schonfeld Group Holdings LLC 5
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 5
Guardian Wealth Advisors, LLC 5
Schnieders Capital Management Llc 5
Ipswich Investment Management Co., Inc. 5
Aft, Forsyth & Sober, LLC 5
NOCBX - Northern Funds - Northern Core Bond Fund 5
GLIFX - LAZARD FUNDS INC - Lazard Global Listed Infrastructure Portfolio Institutional Shares 5
NOFIX - Northern Funds - Northern Fixed Income Fund 5
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 5
Piscataqua Savings Bank 5
Aprio Wealth Management, LLC 5
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 5
Mayflower Financial Advisors, LLC 5
D'Orazio & Associates, Inc. 5
Legacy Wealth Asset Management, LLC 5
Td Private Client Wealth Llc 5
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 5
Tiverton Asset Management Llc 5
SOA Wealth Advisors, LLC. 5
Coppell Advisory Solutions LLC 5
Great Diamond Partners, LLC 5
Wealthfront Inc 5
Fayez Sarofim & Co 5
Spears Abacus Advisors LLC 5
Ashton Thomas Securities, Llc 5
ICONIQ Capital, LLC 5
AXA Investment Managers S.A. 5
SkyView Investment Advisors, LLC 5
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 5
Westwood Holdings Group Inc 5
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 5
Round Table Investment Management Company, Lp 5
Parvin Asset Management, LLC 5
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 5
Abound Wealth Management 5
Camden Capital, LLC 5
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 5
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 5
Laird Norton Trust Company, Llc 5
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 5
Retirement Group, LLC 5
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 5
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 5
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 5
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 5
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 5
Occudo Quantitative Strategies Lp 5
Twin Peaks Wealth Advisors, LLC 5
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 5
Numeric Investors Llc 5
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 5
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 5
Tradition Wealth Management, LLC 5
UXI - PROSHARES TRUST - ProShares Ultra Industrials 5
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 5
Tiger Eye Capital LLC 5
Green Arrow Capital Management Llc 5
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 5
Interchange Capital Partners, LLC 5
Fortitude Family Office, LLC 5
Bruce G. Allen Investments, LLC 5
Professional Financial Advisors, LLC 5
Mariner Wealth Advisors-NYC, LLC 5
Caldwell Securities, Inc 5
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 5
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 5
WR Wealth Planners, LLC 5
Cartenna Capital, LP 5
SummitTX Capital, L.P. 5
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 5
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 5
Altus Wealth Group LLC 5
Standard Life Investments LTD 5
IAG Wealth Partners, LLC 5
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 5
Annapolis Financial Services, LLC 5
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 5
Opal Wealth Advisors, LLC 5
Wealth Watch Advisors, INC 5
Kms Financial Services, Inc 5
Cary Street Partners Asset Management Llc 5
Camarda Financial Advisors, LLC 5
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 5
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 5
Insight Advisors, LLC/ PA 5
RFG Advisory, LLC 5
Cai Capital Management, Inc. 5
Tredje AP-fonden 5
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 5
Epoch Investment Partners, Inc. 5
Lumature Wealth Partners, LLC 5
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 5
Symmetry Investments LP 5
Ironwood Investment Counsel, LLC 5
RWM Asset Management, LLC 5
Antonetti Capital Management LLC 5
Foster & Motley Inc 5
Franklin Templeton ETF Trust - Western Asset Bond ETF 5
Aaron Wealth Advisors LLC 5
SevenBridge Financial Group, LLC 5
Latitude Advisors, LLC 5
Baker Tilly Financial, Llc 5
E Fund Management Co., Ltd. 5
Wipfli Financial Advisors Llc, 5
High Note Wealth, LLC 5
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 5
Hudock, Inc. 5
McMillan Office, Inc. 5
Marshall Financial Group LLC 5
McClarren Financial Advisors, Inc. 5
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 5
TimesSquare Capital Management, LLC 5
GoalVest Advisory LLC 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 5
Man Investments Ltd 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 5
Wolff Wiese Magana Llc 5
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 5
WCG Management, L.P. 5
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 5
Coronation Fund Managers Ltd. 5
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 5
Keebeck Alpha, LP 5
Advisors Capital Management, LLC 5
Sage Mountain Advisors LLC 5
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 5
Shamrock Asset Management LLC 5
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 5
NEOS Investment Management LLC 5
Binnacle Investments Inc 5
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 5
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 5
3G Capital Partners LP 5
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 5
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 5
Stephenson National Bank & Trust 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 5
Wealth Alliance 5
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 5
Bridgewater Advisors Inc. 5
Boston Financial Mangement Llc 5
Wilmington Funds Management Corp 5
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 5
Platform Technology Partners 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 5
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class 5
Choate Investment Advisors 5
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 5
MCF Advisors LLC 5
Brown, Lisle/cummings, Inc. 5
Bnc Wealth Management, Llc 5
Ergoteles LLC 5
Founders Financial Alliance, LLC 5
Elite Wealth Management, Inc. 5
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 5
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 5
Zions Bancorporation, National Association /ut/ 5
TFC Financial Management 5
Hexagon Capital Partners LLC 5
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 5
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 5
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 5
Cranbrook Wealth Management, LLC 5
ASR Vermogensbeheer N.V. 5
Rikoon Group, LLC 5
Bray Capital Advisors 5
Reynolds Capital Management Llc 5
Transcend Wealth Collective, Llc 5
Mirabella Financial Services Llp 5
Agf Management Ltd 5
Allianz Se 5
Xact Kapitalforvaltning AB 5
Okabena Investment Services Inc 5
Nelson Capital Management, LLC 5
PSI Advisors, LLC 5
Cribstone Capital Management, LLC 5
StoneX Group Inc. 5
Qrg Capital Management, Inc. 5
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 5
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 5
Vermillion Wealth Management, Inc. 5
Teilinger Capital Ltd. 5
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 5
Envestnet Portfolio Solutions, Inc. 5
MJT & Associates Financial Advisory Group, Inc. 5
Annis Gardner Whiting Capital Advisors, LLC 5
Irish Life Investment Managers Ltd. 5
KBC Group NV 5
First Bank & Trust 5
Baskin Financial Services Inc. 5
MML SERIES INVESTMENT FUND - MML Global Fund Class I 5
NINE MASTS CAPITAL Ltd 5
First Command Bank 5
Marcum Wealth, LLC 5
Colonial Trust Advisors 5
First Command Financial Services, Inc. 5
Mascoma Wealth Management LLC 5
Harbor Advisors LLC 5
Nbc Securities, Inc. 5
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 5
Hendley & Co Inc 5
Aviance Capital Management, Llc 5
RBB FUND, INC. - Aquarius International Fund 5
Texas Capital Bank Wealth Management Services Inc 5
Profund Advisors Llc 5
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 5
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 5
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 5
Tiaa Trust, National Association 5
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 5
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 5
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 5
Texas Permanent School Fund 5
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 5
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 5
Northwest Wealth Management, Llc 5
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 5
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 5
TD Capital Management LLC 5
Arrow Financial Corp 5
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 5
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 5
Klingenstein Fields & Co Lp 5
Hunter Perkins Capital Management, LLC 5
Montag A & Associates Inc 5
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 5
Fortis Capital Management LLC 5
North Capital, Inc. 5
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 5
First Midwest Bank Trust Division 5
Oslo Pensjonsforsikring AS 5
FNY Managed Accounts LLC 5
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 5
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 5
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 5
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 5
Glenview Trust Co 5
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 5
Weatherly Asset Management L. P. 5
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 5
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 5
Precocity Capital LP 5
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 5
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 5
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 5
Hallmark Capital Management Inc 5
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 5
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 5
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 5
Mason Street Advisors, Llc 5
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 5
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 5
Loomis Sayles & Co L P 5
IYT - iSHARES TRUST - iShares Transportation Average ETF 5
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 5
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 5
Brighton Jones Llc 5
Water Island Capital Llc 5
Harvest Fund Management Co., Ltd 5
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 5
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 5
White Square Capital Llp 5
Empowered Funds, LLC 5
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 5
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 5
Hanseatic Management Services Inc 5
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 5
Meketa Infrastructure Fund 5
TPOR - Direxion Shares ETF Trust - Direxion Daily Transportation Bull 3X Shares 5
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 5
Narwhal Capital Management 5
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 5
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF 5
Sustainable Insight Capital Management, LLC 5
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 5
Ci Investments Inc. 5
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 5
Independent Advisor Alliance 5
Banco Santander, S.A. 5
Dunhill Financial, LLC 5
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 5
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 5
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 5
Point72 Europe (London) LLP 5
BlackRock ETF Trust - iShares Infrastructure Active ETF 5
Caldwell Trust Co 5
Appian Way Asset Management LP 5
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 5
Dai-Ichi Life Insurance Company, Ltd 5
Piedmont Investment Advisors Llc 5
Kingdon Capital Management, L.l.c. 5
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 5
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 5
Roundview Capital LLC 5
Level Four Advisory Services, Llc 5
PFG Private Wealth Management, LLC 5
Honeywell International Inc 5
Tyers Asset Management LLC 5
Neuburgh Advisers LLC 5
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 5
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 5
Comerica Securities Inc 5
Intellectus Partners, LLC 5
Boston Partners 5
UniSuper Management Pty Ltd 5
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 5
Kempen Capital Management N.v. 5
R&F Capital Advisors LP 5
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 5
Rathbone Brothers plc 5
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 5
Tiemann Investment Advisors, Llc 5
First Heartland Consultants, Inc. 5
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 5
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 5
Stanley-Laman Group, Ltd. 5
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 5
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 5
WealthTrust Fairport, LLC 5
Ritholtz Wealth Management 5
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 5
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 5
Cary Street Partners Financial Llc 5
PGGM Investments 5
GV Financial Advisors 5
Farringdon Capital, Ltd. 5
Gts Securities Llc 5
Rossby Financial, LCC 5
Lowe Brockenbrough & Co Inc 5
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 5
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 5
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 5
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 5
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 5
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 5
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 5
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 5
Ferguson Wellman Capital Management, Inc 5
Nbt Bank N A /ny 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 5
GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A 5
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 5
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF 5
Osborn Rohs Williams & Donohoe Ltd 5
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 5
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 5
Ridgewood Investments LLC 5
Dunvegan Associates, Inc. 5
SeaTown Holdings Pte. Ltd. 5
Transce3nd, LLC 5
YorkBridge Wealth Partners, LLC 5
Mondrian Investment Partners LTD 5
Partnervest Advisory Services LLC 5
Tokio Marine Asset Management Co Ltd 5
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 5
Americafirst Capital Management, Llc 5
Vanguard National Trust Co 5
Chicago Partners Investment Group LLC 5
Louisiana State Employees Retirement System 5
Naples Global Advisors, Llc 5
Founders Capital Management 5
Shine Investment Advisory Services Inc 5
Nemes Rush Group LLC 5
Knights of Columbus Asset Advisors LLC 5
Hyman Charles D 5
IMA Wealth, Inc. 5
KOKUSAI Asset Management Co., Ltd. 5
Endurance Wealth Management, Inc. 5
Clear Perspective Advisors, LLC 5
Murphy & Mullick Capital Management Corp 5
Police & Firemen's Retirement System of New Jersey 5
St Germain D J Co Inc 5
Rothschild Investment Corp /il 5
Bremer Trust National Association 5
Jain Global LLC 5
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 5
Securian Asset Management, Inc 5
Curio Wealth, Llc 5
P Schoenfeld Asset Management Lp 5
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 5
Sumitomo Mitsui DS Asset Management Company, Ltd 5
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 5
Geneva Partners, LLC 5
Barometer Capital Management Inc. 5
Financial Consulate, Inc 5
Chase Investment Counsel Corp 5
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 5
Gen-Wealth Partners Inc 5
Meritage Portfolio Management 5
Wilmington Trust Co 5
Bridges Investment Management Inc 5
Putnam Fl Investment Management Co 5
Tiaa, Fsb 5
Country Club Trust Company, n.a. 5
Garner Asset Management Corp 5
Capital Bank & Trust Co 5
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A 5
Mountain Capital Investment Advisors, Inc 5
Albion Financial Group /ut 5
Stonebridge Financial Group, LLC 5
Cambridge Trust Co 5
MPS Loria Financial Planners, LLC 5
Atomi Financial Group, Inc. 5
American Financial Network Advisory Services Llc 5
Edge Advisors, Llc 5
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 5
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 5
Signature Estate & Investment Advisors Llc 5
Cypress Funds Llc 5
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 5
Private Capital Advisors, Inc. 5
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 5
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 5
KCS Wealth Advisory 5
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 5
Abacus Wealth Partners, LLC 5
Greenwood Capital Associates Llc 5
Tower View Investment Management & Research LLC 5
La Banque Postale Asset Management SA 5
IFG Advisory, LLC 5
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 5
Price Wealth Management, Inc. 5
Lighthouse Investment Partners, LLC 5
LRI Investments, LLC 5
Mackay Shields Llc 5
MD Financial Management Inc. 5
Swedbank AB 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 5
Bangor Savings Bank 5
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 5
Frank, Rimerman Advisors LLC 5
Cantor Fitzgerald, L. P. 5
Securian Funds Trust - SFT Core Bond Fund Class 1 5
Oppenheimer Capital Income Fund 5
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 5
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 5
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 5
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 5
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 5
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 5
Claymore Exchange-traded Fund Trust 5
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 5
Hall Laurie J Trustee 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 5
Thurston, Springer, Miller, Herd & Titak, Inc. 5
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 5
Avalon Trust Co 5
PFG Investments, LLC 5
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 5
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 5
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 5
Skylands Capital, LLC 5
Nine Chapters Capital Management LLC 5
Keating Financial Advisory Services, Inc. 5
Pinnacle Financial Partners, Inc. 5
Grey Street Capital, LLC 5
VCCBX - VALIC Co II - Core Bond Fund 5
VCSBX - VALIC Co II - Strategic Bond Fund 5
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 5
Voya Global Equity Dividend & Premium Opportunity Fund 5
Smith, Moore & Co. 5
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 5
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 5
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 5
Cumberland Partners Ltd 5
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 5
Meritage Group LP 5
Usaa Etf Trust 5
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 5
Empyrean Capital Partners, LP 5
Canoe Financial LP 5
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 5
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 5
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 5
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 5
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 5
V-Square Quantitative Management LLC 5
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 5
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 5
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 5
Cowen Group, Inc. 5
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 5
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 5
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 5
Capital International Inc /ca/ 5
Connor Clark & Lunn Investment Management Ltd 5
Oppenheimer Corporate Bond Fund 5
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 5
Scout Investments, Inc. 5
Crestline Management, LP 5
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 5
RVRB - ADVISORS SERIES TRUST - Reverb ETF 5
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 5
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 5
Somerset Trust Co 5
Beese Fulmer Investment Management, Inc. 5
Ziegler Capital Management, LLC 5
Hilltop National Bank 5
Navellier & Associates Inc 5
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 5
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 5
Hodges Capital Management Inc. 5
AlphaOne Investment Services, LLC 5
Dupont Capital Management Corp 5
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 5
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 5
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 5
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 5
William Blair Investment Management, Llc 5
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 5
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 5
Callan Family Office, LLC 5
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 5
Hartford Series Fund Inc 5
Wcm Investment Management, Llc 5
Mediolanum International Funds Ltd 5
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 5
Hemenway Trust Co LLC 5
Palisade Capital Management Llc/nj 5
RidgeWorth Capital Management LLC 5
Pacific Capital Wealth Advisors, Inc 5
Appleton Partners Inc/ma 5
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 5
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 5
Diversify Advisory Services, LLC 5
Stancorp Investment Advisers Inc 5
Deseret Mutual Benefit Administrators 5
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 5
Guardian Life Insurance Co Of America 5
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A 5
Oppenheimer Variable Account Funds 5
1st Global Advisors, Inc. 5
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 5
SageView Advisory Group, LLC 5
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 5
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 5
Eaton Vance Tax-managed Buy-write Opportunities Fund 5
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 5
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 5
HighVista Strategies LLC 5
American Research & Management Co. 5
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 5
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 5
Sterne Agee Group, Inc. 5
Meeder Advisory Services, Inc. 5
Waddell & Reed Advisors Funds 5
Susquehanna Fundamental Investments, Llc 5
Municipal Employees' Retirement System of Michigan 5
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 5
Twin Capital Management Inc 5
Howland Capital Management Llc 5
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 5
Peregrine Asset Advisers, Inc. 5
InterOcean Capital, LLC 5
Focus Financial Network, Inc. 5
American Funds Fundamental Investors 5
Old West Investment Management, LLC 5
TIMOTHY PLAN - Timothy Strategic Variable 5
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 5
Capital Wealth Planning, LLC 5
Clark Capital Management Group, Inc. 5
New York State Teachers Retirement System 5
Strategic Investment Solutions, Inc. /IL 5
Castleark Management Llc 5
Ashton Thomas Private Wealth, LLC 5
Acuity Investment Management Inc 5
American Funds Insurance Series 5
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 5
Crestwood Advisors Group LLC 5
Freestone Capital Holdings, LLC 5
Lloyds Banking Group plc 5
Richard Bernstein Advisors LLC 5
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 5
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 5
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 5
SHP Wealth Management 5
York Capital Management Global Advisors, LLC 5
Intentional Wealth Strategies, LLC 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 5
Headlands Technologies LLC 5
Greenland Capital Management LP 5
Concurrent Investment Advisors, LLC 5
TIG Advisors, LLC 5
Hilton Head Capital Partners, LLC 5
Park Place Capital Corp 5
Oakbrook Investments Llc 5
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 5
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 5
Kings Point Capital Management 5
Sierra Ocean, Llc 5
Highland Capital Management, Llc 5
Azzad Asset Management Inc /adv 5
Aldebaran Financial Inc. 5
Core Alternative Capital 5
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 5
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 5
Tuttle Tactical Management LLC 5
Ativo Capital Management LLC 5
Ellington Management Group Llc 5
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 5
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 5
Spectrum Management Group, LLC 5
Blume Capital Management, Inc. 5
NRSH - Tidal ETF Trust - Aztlan North America Nearshoring Stock Selection ETF 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 5
Transamerica Partners Funds Group Ii 5
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 5
Cohen Klingenstein LLC 5
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 5
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 5
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 5
Transamerica Partners Funds Group 5
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 5
HWG Holdings LP 5
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 5
Jamison Eaton & Wood Inc /nj 5
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 5
Bank of Kentucky, Inc. 5
Us Global Investors Funds 5
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 5
Duncker Streett & Co Inc 5
Himco Variable Insurance Trust 5
Glenmede Investment Management, LP 5
Addenda Capital Inc. 5
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 5
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 5
Pecaut & Co. 5
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 5
Dynamic Advisor Solutions LLC 5
Cassaday & Co Wealth Management LLC 5
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 5
Hoxton Financial, Inc. 5
Bleakley Financial Group, LLC 5
Intrust Bank Na 5
Adirondack Trust Co 5
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 5
IWB - iSHARES TRUST - iShares Russell 1000 ETF 5
Donald L. Hagan, LLC 5
WIREX - PFS FUNDS - Wireless Fund 5
Todd Asset Management Llc 5
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 5
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 5
Winton Capital Management Ltd 5
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 5
RHJ International SA 5
Delta Asset Management Llc/tn 5
Stephens Consulting, LLC 5
Sone Capital Management, LLC 5
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5
Lcnb Corp 5
Thomas J. Herzfeld Advisors, Inc. 5
Harel Insurance Investments & Financial Services Ltd. 5
Cca Investments Trust 5
Ivory Investment Management, Llc 5
Old Mutual Global Investors (UK) Ltd. 5
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 5
Virtus Total Return Fund Inc. 5
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 5
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 5
GW&K Investment Management, LLC 5
Acropolis Investment Management, LLC 5
Western Asset Investment Grade Defined Opportunity Trust Inc. 5
WESPAC Advisors SoCal, LLC 5
Advisor Partners Ii, Llc 5
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 5
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF 5
Gibbs Wealth Management 5
Sculptor Capital LP 5
State of New Jersey Common Pension Fund A 5
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 5
Virginia Retirement System 5
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 5
Aster Capital Management (DIFC) Ltd 5
Fruth Investment Management 5
Boreal Capital Management LLC 5
Creekmur Asset Management LLC 5
WealthPLAN Partners, LLC 5
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 5
ICA Group Wealth Management, LLC 5
Assured Investment Management LLC 5
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 5
Sageworth Trust Co 5
Dfa Investment Trust Co - The U.s. Large Cap Value Series 5
SHPP - Pacer Funds Trust - Pacer Industrials and Logistics ETF 5
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 5
BOK Financial Private Wealth, Inc. 5
Pineridge Advisors LLC 5
Chilton Capital Management Llc 5
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 5
Riggs Asset Managment Co. Inc. 5
Hirtle Callaghan & Co LLC 5
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 5
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 5
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 5
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 5
IMS Capital Management 5
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 5
State of Alaska, Department of Revenue 5
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 5
RiverPoint Capital Management, LLC 5
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 5
Cherokee Insurance Co 5
Banque Transatlantique SA 5
Shellback Capital, LP 5
Barnett & Company, Inc. 5
Robeco Institutional Asset Management B.V. 5
Kalos Management, Inc. 5
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 5
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 5
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 5
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 5
Buckingham Strategic Wealth, Llc 5
Smith Affiliated Capital Corp. 5
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 5
Goelzer Investment Management, Inc. 5
Disciplined Investments, LLC 5
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 5
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 5
Moisand Fitzgerald Tamayo, LLC 5
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 5
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 5
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 5
Investors Capital Advisory Services 5
Kennebec Savings Bank 5
Eagle Global Advisors Llc 5
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 5
Alpine Total Dynamic Dividend Fund 5
Alpine Equity Trust 5
Reaves Utility Income Fund 5
SBI Securities Co., Ltd. 5
Alpine Series Trust 5
Dixon Hubard Feinour & Brown Inc/va 5
Waldron Private Wealth LLC 5
Midwest Trust Co 5
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 5
VSR Financial Services, Inc. 5
Red Door Wealth Management, LLC 5
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 5
Horan Securities, Inc. 5
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 5
Winton Diversified Opportunities Fund 5
Mint Tower Capital Management B.V. 5
Douglas Lane & Associates, LLC 5
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 5
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 5
Old Second National Bank Of Aurora 5
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 5
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 5
SEB Asset Management AB 5
Groupama Asset Managment 5
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 5
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 5
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 5
DAACX - Adviser Managed Trust - Diversified Equity Fund 5
Ridgeworth Funds 5
Burgundy Asset Management Ltd. 5
Vise Technologies, Inc. 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 5
Vima Llc 5
Davis R M Inc 5
Tiaa-cref Individual & Institutional Services, Llc 5
Sugarloaf Wealth Management, LLC 5
BFIX - Build Funds Trust - Build Bond Innovation ETF 5
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 5
Cobblestone Capital Advisors Llc /ny/ 5
Fortitude Advisory Group L.L.C. 5
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 5
Highline Wealth Partners Llc 5
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 5
K.J. Harrison & Partners Inc 5
Norman Fields, Gottscho Capital Management, LLC 5
BRAMX - Blackrock Allocation Target Shares - Bats Series M 5
Entropy Technologies, LP 5
1620 Investment Advisors, Inc. 5
Atria Wealth Solutions, Inc. 5
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 5
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 5
TIAA Wealth Investment Management LLC 5
Kilter Group LLC 5
Fund Management at Engine No. 1 LLC 5
Tcwp Llc 5
Telemus Capital, Llc 5
VCBCX - VALIC Co I - Blue Chip Growth Fund 5
My Personal CFO, LLC 5
High Net Worth Advisory Group LLC 5
Calton & Associates, Inc. 5
tru Independence LLC 5
Brevan Howard Capital Management LP 5
Carmichael Hill & Associates, Inc. 5
Wealthstreet Investment Advisors, LLC 5
Squar Milner Financial Services Llc 5
Independence Bank of Kentucky 5
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 5
Tibra Equities Europe Ltd 5
Supplemental Annuity Collective Trust of NJ 5
NJ State Employees Deferred Compensation Plan 5
Cullinan Associates Inc 5
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 5
Ford Financial Group, LLC 5
Carillon Tower Advisers, Inc. 5
Simmons Bank 5
BKD Wealth Advisors, LLC 5
Martingale Asset Management L P 5
Hillsdale Investment Management Inc. 5
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 5
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 5
Midas Management Corp 5
Marsico Capital Management Llc 5
Keeley Asset Management Corp 5
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 5
180 Wealth Advisors, Llc 5
Godshalk Welsh Capital Management, Inc. 5
R Squared Ltd 5
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 5
Capital International Sarl 5
Regent Peak Wealth Advisors LLC 5
Planning Capital Management Corp 5
IndexIQ Advisors LLC 5
Truewealth Llc 5
Oliver Lagore Vanvalin Investment Group 5
Kiley Juergens Wealth Management, Llc 5
American Trust 5
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 5
PDS Planning, Inc 5
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 5
Nissay Asset Management Corp /japan/ /adv 5
Ascent Group, LLC 5
First Command Advisory Services, Inc. 5
WESPAC Advisors, LLC 5
Perkins Coie Trust Co 5
Lake Street Advisors Group, Llc 5
Banco de Sabadell, S.A 5
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 5
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 5
Cowen And Company, Llc 5
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 5
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 5
Essential Partners LLC 5
Solstein Capital, LLC 5
Simplicity Wealth,LLC 5
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 5
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 5
Bollard Group LLC 5
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 5
Whitnell & Co. 5
Advisory Alpha, LLC 5
Gierl Augustine Investment Management Inc 5
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 5
Scharf Investments, Llc 5
Marino, Stram & Associates Llc 5
Tyler-Stone Wealth Management 5
Centerpoint Advisors, LLC 5
Rossmore Private Capital 5
Nvwm, Llc 5
McIlrath & Eck, LLC 5
Rafferty Asset Management, LLC 5
Harvest Group Wealth Management, Llc 5
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 5
BTG Pactual Global Asset Management Ltd 5
Zullo Investment Group, Inc. 5
West Branch Capital LLC 5
Dana Investment Advisors, Inc. 5
HB Wealth Management, LLC 5
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 5
Donaldson Capital Management, Llc 5
Altshuler Shaham Ltd 5
First Allied Advisory Services, Inc. 5
Chemung Canal Trust Co 5
Integrated Wealth Concepts LLC 5
Gables Capital Management Inc. 5
Blackrock Multi-sector Opportunities Trust 5
Minichmacgregor Wealth Management, Llc 5
Lawson Kroeker Investment Management Inc/ne 5
Strategy Asset Managers Llc 5
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 5
Mbb Public Markets I Llc 5
O'Dell Group, LLC 5
Rockefeller Financial Services Inc 5
Journey Strategic Wealth Llc 5
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 5
Redpoint Investment Management Pty Ltd 5
First National Bank of Hutchinson 4
40 North Management LLC 4
Ikos Cif Ltd 4
Dorsey Wright & Associates 4
Keeley-Teton Advisors, LLC 4
Croft-leominster Inc 4
B. Metzler seel. Sohn & Co. Holding AG 4
Marquette Asset Management, LLC 4
Cubic Asset Management, LLC 4
Courier Capital Llc 4
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 4
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 4
Homrich & Berg 4
AT Bancorp 4
OpenArc Corporate Advisory, LLC 4
RiverFront Investment Group, LLC 4
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 4
Ti-trust, Inc 4
Alchemi Wealth, LLC 4
Lebenthal Asset Management, LLC 4
Financial Advantage, Inc. 4
QV Investors Inc. 4
Childress Capital Advisors, Llc 4
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 4
DT Investment Partners, LLC 4
Encompass Wealth Advisors, Llc 4
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 4
Soroban Capital Partners LP 4
First Merchants Corp 4
Tradewinds, LLC. 4
Primecap Management Co/ca/ 4
Stonebridge Financial Planning Group, LLC 4
Klp Kapitalforvaltning As 4
Profunds - Profund Vp Large-cap Value 4
Millstone Evans Group, LLC 4
Hartford Investment Management Co 4
Turtle Creek Wealth Advisors, LLC 4
Valley Brook Capital Group, Inc. 4
Blackrock Credit Allocation Income Trust 4
Norris Perne & French Llp/mi 4
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 4
Cannon Financial Strategists, Inc. 4
Jackson Square Capital, Llc 4
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 4
Dowling & Yahnke Llc 4
ACK Asset Management LLC 4
Blackrock Multi-sector Income Trust 4
Cypress Capital Group 4
Industrial Alliance Investment Management Inc. 4
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 4
Curi Wealth Management, LLC 4
Private Ocean, LLC 4
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 4
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 4
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 4
Greykasell Wealth Strategies, Inc. 4
Wellington Shields Capital Management, LLC 4
Royce & Associates Lp 4
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 4
Westchester Capital Management, LLC 4
Westfuller Advisors, LLC 4
Premia Global Advisors, Llc 4
Power Corp of Canada 4
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 4
Ohio National Investments, Inc. 4
Keebeck Wealth Management, LLC 4
Field & Main Bank 4
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 4
Henshaw Capital LLC 4
Eventide Asset Management, Llc 4
Sit Investment Associates Inc 4
Genesee Valley Trust Co 4
Prana Capital Management, LP 4
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 4
Brandywine Oak Private Wealth Llc 4
Bp Plc 4
Sage Capital Advisors,llc 4
Optimal Asset Management, Inc. 4
Pitcairn Co 4
Marianas Fund Management Llc 4
Financial Partners Group, Inc 4
Elo Mutual Pension Insurance Co 4
Mpwm Advisory Solutions, Llc 4
Haafor (Singapore) Pte. Ltd. 4
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 4
Capital A Wealth Management, LLC 4
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 4
SMA Capital LLC 4
POM Investment Strategies, LLC 4
Hughes Financial Services, LLC 4
Ritter Daniher Financial Advisory LLC / DE 4
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 4
Madison Investment Advisors, LLC 4
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 4
United Bank 4
Edge Wealth Management LLC 4
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 4
Impact Partnership Wealth, LLC 4
North Square Investments Trust - North Square McKee Bond Fund Class I 4
New Covenant Trust Company, N.A. 4
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 4
Red Tortoise LLC 4
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 4
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 4
Optas, LLC 4
River & Mercantile Asset Management Llp 4
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 4
SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF 4
Ferris Capital, Llc 4
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 4
HoyleCohen, LLC 4
Wealthfront Advisers Llc 4
First Niagara Bank 4
Amussen Hunsaker Associates Llc 4
VSTIX - VALIC Co I - Stock Index Fund 4
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 4
Mesirow Financial Investment Management, Inc. 4
Ceredex Value Advisors LLC 4
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 4
Yaupon Capital Management LP 4
Synergy Investment Management, LLC 4
Horizons Etf Trust I 4
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 4
Aspiriant, Llc 4
Chesapeake Asset Management Llc 4
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 4
Eii Capital Management, Inc. 4
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 4
Chicago Capital, LLC 4
Amica Retiree Medical Trust 4
Legacy Advisors, LLC 4
First Financial Bank - Trust Division 4
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 4
Measured Wealth Private Client Group, LLC 4
Retirement Wealth Solutions LLC 4
Condor Capital Management 4
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 4
Custom Index Systems, Llc 4
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 4
Alpine Global Dynamic Dividend Fund 4
Purpose Unlimited Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 4
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 4
Scott & Selber, Inc. 4
Empower Advisory Group, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 4
Amica Pension Fund Board Of Trustees 4
XR Securities LLC 4
NOIGX - Northern Funds - Northern International Equity Fund 4
Lakeview Capital Partners, LLC 4
Jet Capital Investors L P 4
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 4
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 4
Bessemer Securities Llc 4
NMIEX - Northern Funds - Active M International Equity Fund 4
Steel Peak Wealth Management LLC 4
Cordatus Wealth Management LLC 4
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 4
Centricity Wealth Management, LLC 4
Pratt Collard Advisory Partners LLC 4
Sapient Capital Llc 4
Hartford Financial Management Inc. 4
Morton Brown Family Wealth, LLC 4
Belvedere Trading LLC 4
Renaissance Group Llc 4
Caxton Associates Llp 4
Port Capital LLC 4
David R. Rahn & Associates Inc. 4
MorganRosel Wealth Management, LLC 4
Illinois Municipal Retirement Fund 4
Voisard Asset Management Group, Inc. 4
CG Asset Management LLC 4
Roberts Glore & Co Inc /il/ 4
Ballew Advisors, Inc 4
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 4
HighTower Trust Services, LTA 4
Bainco International Investors 4
VisionPoint Advisory Group, LLC 4
Cambiar Investors Llc 4
Kovack Advisors, Inc. 4
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 4
Palisade Asset Management, LLC 4
Vanguard Index Funds 4
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 4
Silicon Valley Capital Partners 4
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 4
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 4
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 4
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 4
Nippon Life Global Investors Americas, Inc. 4
Fidgeon Timothy F 4
Oppenheimer Main Street Funds 4
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 4
NOSIX - Northern Funds - Northern Stock Index Fund 4
Better Money Decisions, LLC 4
Peoples Financial Services Corp. 4
Tlp Group Llc 4
Slow Capital, Inc. 4
Elmwood Wealth Management, Inc. 4
Capitolis Advisors LLC 4
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 4
Profunds - Profund Vp Large-cap Growth 4
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 4
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 4
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 4
Copeland Capital Management, LLC 4
Northern Oak Wealth Management Inc 4
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 4
Private Bank & Trust Co 4
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 4
Elevated Capital Advisors, LLC 4
Corvex Management LP 4
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 4
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 4
Cleararc Capital Inc 4
Park Square Financial Group, LLC 4
QUANTRES ASSET MANAGEMENT Ltd 4
HWAY - Themes ETF Trust - Themes US Infrastructure ETF 4
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 4
Sunpointe, LLC 4
Boenning & Scattergood, Inc. 4
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 4
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 4
Alpha Omega Wealth Management LLC 4
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 4
Advance Capital I Inc 4
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 4
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 4
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 4
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 4
Connable Office Inc 4
Financial Enhancement Group LLC 4
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 4
Allegis Investment Advisors, LLC 4
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 4
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 4
Seelaus Asset Management LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 4
Driehaus Capital Management Llc 4
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 4
Voya Prime Rate Trust 4
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 4
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 4
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 4
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 4
Nippon Life Insurance Co 4
Aquatic Capital Management LLC 4
Daiwa Capital Markets America Inc. 4
Money Concepts Capital Corp 4
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 4
Heck Capital Advisors, LLC 4
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 4
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 4
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 4
Tucker Asset Management Llc 4
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 4
Roof Eidam & Maycock/adv 4
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 4
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 4
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 4
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 4
Birch Hill Investment Advisors LLC 4
Indivisible Partners 4
Evolution Wealth Advisors, LLC 4
ICW Investment Advisors LLC 4
Bingham Osborn & Scarborough Llc 4
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 4
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 4
Investors Portfolio Services LLC 4
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 4
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 4
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 4
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 4
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 4
Hnp Capital Llc 4
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 4
Calamos Long/Short Equity & Dynamic Income Trust 4
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 4
Inverness Counsel Llc /ny/ 4
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 4
Paragon Capital Management LLC 4
Petrus Trust Company, LTA 4
Personal Capital Advisors Corp 4
Schooner Investment Group, LLC. 4
Nwam Llc 4
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 4
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 4
Livforsakringsbolaget Skandia, Omsesidigt 4
Wetzel Investment Advisors, Inc. 4
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 4
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 4
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 4
Nalls Sherbakoff Group, Llc 4
Tilia Fiduciary Partners, Inc. 4
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 4
FormulaFolio Investments, LLC 4
Outlook Wealth Advisors, LLC 4
Sii Investments Inc/wi 4
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 4
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 4
Stonegate Investment Group, LLC 4
Cornerstone Investment Partners, LLC 4
Ransom Advisory, Ltd 4
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 4
Papp L Roy & Associates 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 4
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 4
HTLF Bank 4
Liberty Capital Management, Inc. 4
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 4
Weiss Asset Management LP 4
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 4
Triasima Portfolio Management inc. 4
Atalanta Sosnoff Capital, Llc 4
James Investment Research Inc 4
Wilkins Investment Counsel Inc 4
BFOR - ALPS ETF Trust - Barron's 400 ETF 4
Spreng Capital Management, Inc. 4
Founders Capital Management, Llc 4
Searle & Co. 4
LifeSteps Financial, Inc. 4
Vollero Beach Capital Partners LLC 4
Meridian Wealth Advisors, LLC 4
Hoover Financial Advisors, Inc. 4
Forum Funds 4
Osterweis Capital Management Inc 4
Missouri Trust & Investment Co 4
Heartland Bank & Trust Co 4
Wahed Invest LLC 4
Godsey & Gibb Associates 4
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 4
Willow Street Advisors LLC 4
Marshall & Sterling Wealth Advisors Inc. 4
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 4
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 4
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 4
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 4
Algert Global Llc 4
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 4
Koch Industries Inc 4
Siemens Fonds Invest GmbH 4
Arbor Wealth Management, LLC 4
Prio Wealth Limited Partnership 4
Ameriflex Group, Inc. 4
Wendell David Associates Inc 4
Anson Funds Management LP 4
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 4
Altfest L J & Co Inc 4
Schwab Charitable Fund 4
Heritage Wealth Management, Llc 4
Diversified Trust Co 4
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 4
Biltmore Family Office, LLC 4
First Quadrant L P/ca 4
YANKCOM Partnership 4
Wall Street Access Asset Management, LLC 4
Atom Investors LP 4
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 4
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 4
Barings Llc 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 4
Emfo, Llc 4
Syntal Capital Partners, LLC 4
Securian Funds Trust - SFT Index 500 Fund Class 1 4
Capital Counsel Llc/ny 4
VCRAX - Voya MUTUAL FUNDS - Voya CBRE Global Infrastructure Fund Class A 4
Dagco, Inc. 4
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 4
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 4
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 4
Profunds - Profund Vp Oil & Gas 4
Parnassus Investments /ca 4
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 4
Brick & Kyle, Associates 4
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 4
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 4
Hills Bank & Trust Co 4
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 4
Westport Asset Management Inc 4
Gerber Kawasaki Wealth & Investment Management 4
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 4
Taylor, Cottrill, Erickson & Associates, Inc. 4
Tide Point Capital Management, Lp 4
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 4
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 4
Fosun International Ltd 4
Vanguard Morgan Growth Fund 4
Dai-ichi Life Holdings, Inc. 4
Gardner Lewis Asset Management L P 4
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class 4
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 4
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF 4
Ionic Capital Management LLC 4
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 4
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 4
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 4
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 4
Loeb Partners Corp 4
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 4
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 4
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 4
PCJ Investment Counsel Ltd. 4
Franklin Templeton ETF Trust - ClearBridge Sustainable Infrastructure ETF 4
CrestPoint Capital Management, LLC 4
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 4
Dividend Builder Portfolio 4
Bbva Usa 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 4
Guardian Capital Advisors Lp 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 4
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 4
Moreno Evelyn V 4
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 4
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 4
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 4
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 4
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 4
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 4
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 4
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 4
TCI Fund Management Ltd 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 4
Ruedi Wealth Management, Inc. 4
Mckinley Capital Management Llc /delaware 4
Gardner Russo & Quinn Llc 4
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 4
Rs Investment Trust 4
Mitchell Capital Management Co 4
Bridges Investment Counsel Inc/ 4
Delaware Vip Trust - Delaware Vip Value Series Standard Class 4
VCULX - VALIC Co I - Growth Fund 4
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 4
Delos Wealth Advisors, LLC 4
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 4
Somerville Kurt F 4
Berkeley, Inc 4
Broderick Brian C 4
Kidder Stephen W 4
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 4
Bay Harbor Wealth Management, LLC 4
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 4
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 4
CenturyLink Investment Management Co 4
Advisors Preferred, LLC 4
Notis-McConarty Edward 4
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 4
Bornite Capital Management LP 4
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 4
Legacy Wealth Managment, LLC/ID 4
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 4
Migdal Insurance & Financial Holdings Ltd. 4
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 4
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 4
StrategIQ Financial Group, LLC 4
Brookfield Real Assets Income Fund Inc. 4
Verity Asset Management, Inc. 4
Nuveen Nasdaq 100 Dynamic Overwrite Fund 4
TradeLink Capital LLC 4
Sentinel Asset Management, Inc. 4
Ahl Investment Management, Inc. 4
Neo Ivy Capital Management 4
Barr E S & Co 4
Southern Michigan Bank & Trust 4
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 4
JNL SERIES TRUST - JNL International Index Fund (I) 4
Blackstone Group Inc 4
Bill & Melinda Gates Foundation Trust 4
Euclid Advisors LLC 4
111 Capital 4
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 4
CR Intrinsic Investors, LLC 4
Allen Investment Management LLC 4
Glenview Capital Management, Llc 4
Iberiabank Corp 4
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 4
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 4
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 4
Steadfast Capital Management Lp 4
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 4
Rampart Investment Management Company, LLC 4
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 4
Capital City Trust Co/fl 4
nVerses Capital, LLC 4
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 4
Beaumont Financial Partners, LLC 4
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 4
Sanibel Captiva Trust Company, Inc. 4
Foundations Investment Advisors, LLC 4
OHIO NATIONAL FUND INC - ON International Equity Portfolio 4
Mill Creek Capital Advisors, LLC 4
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 4
Toms Capital Investment Management Lp 4
Pin Oak Investment Advisors Inc 4
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 4
Eaton Vance Tax-managed Buy-write Income Fund 4
Tradeworx Inc. 4
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 4
Nuveen S&p 500 Buywrite Income Fund 4
D L Carlson Investment Group Inc 4
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 4
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 4
FUKOKU MUTUAL LIFE INSURANCE Co 4
Shinko Asset Management Co., Ltd. 4
Bravera Wealth 4
Nuveen Core Equity Alpha Fund 4
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 4
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 4
Webster Bank, N. A. 4
Meiji Yasuda Asset Management Co Ltd. 4
Exxonmobil Investment Management Inc /tx 4
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 4
Activest Wealth Management 4
Counsel Portfolio Services Inc. 4
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 4
PENN SERIES FUNDS INC - Index 500 Fund 4
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 4
Ellis Investment Partners, LLC 4
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 4
361 Capital Llc 4
Legacy Bridge, LLC 4
EdgePoint Investment Group Inc. 4
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 4
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 4
Certified Advisory Corp 4
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 4
Gdl Fund 4
Bowen Hanes & Co Inc 4
Fairway Wealth LLC 4
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 4
PENN SERIES FUNDS INC - Developed International Index Fund 4
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 4
Baader Bank INC 4
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 4
Financial Advisory Service, Inc. 4
Boston Family Office Llc 4
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 4
Readystate Asset Management Lp 4
Strategic Wealth Advisors Group, LLC 4
Wrapmanager Inc 4
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 4
Bayban 4
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 4
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 4
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 4
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 4
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 4
Scissortail Wealth Management, LLC 4
Numerai GP LLC 4
Ingalls & Snyder Llc 4
Puzo Michael J 4
VCCCX - VALIC Co I - Capital Conservation Fund 4
Sherbrooke Park Advisers Llc 4
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 4
Philadelphia Trust Co 4
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 4
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 4
Innovative Asset Advisors Group, LLC 4
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 4
Novem Group 4
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 4
Act Two Investors Llc 4
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 4
Vanguard Windsor Funds 4
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 4
Kula Investments, LLC 4
CCMG - EA Series Trust - CCM Global Equity ETF 4
MACRO Consulting Group 4
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 4
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R 4
FDO Partners, LLC 4
Kwmg, Llc 4
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 4
Triad Wealth Partners, LLC 4
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 4
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 4
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 4
LVW Advisors, LLC 4
First Commonwealth Financial Corp /pa/ 4
Marex Group plc 4
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A 4
Neville Rodie & Shaw Inc 4
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 4
Causeway Capital Management Llc 4
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 4
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 4
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 4
Concentric Capital Strategies, LP 4
J.Safra Asset Management Corp 4
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 4
Canton Hathaway, LLC 4
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 4
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 4
Madden Advisory Services, Inc. 4
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 4
LGT Financial Advisors LLC 4
Dfpg Investments, Llc 4
Leavell Investment Management, Inc. 4
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 4
Rise Advisors, LLC 4
Sfmg, Llc 4
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 4
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 4
Scout Funds 4
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 4
Ntv Asset Management Llc 4
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 4
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class 4
Amalgamated Financial Corp. 4
Sweet Financial Partners, LLC 4
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 4
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 4
Mystic Asset Management, Inc. 4
Barrett Asset Management, LLC 4
Hall Capital Management Co Inc 4
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 4
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 4
Kinneret Advisory, LLC 4
Seldon Capital Lp 4
Country Club Bank /gfn 4
Pekin Hardy Strauss, Inc. 4
Optima Capital Llc 4
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 4
Insight Inv LLC 4
Virtus Total Return Fund 4
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 4
Locust Wood Capital Advisers, Llc 4
Columbia Etf Trust 4
Ambassador Advisors, LLC 4
Cohen & Steers Global Income Builder, Inc 4
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 4
Engrave Wealth Partners LLC 4
GM Advisory Group, Inc. 4
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 4
Old Point Trust & Financial Services N A 4
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 4
Rexford Capital Inc 4
Marvin & Palmer Associates Inc 4
Denver Investment Advisors Llc 4
AlTi Global, Inc. 4
Clarius Group, LLC 4
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 4
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 4
Chemical Bank 4
Nachman Norwood & Parrott, Inc 4
Provenance Wealth Advisors, LLC 4
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 4
Apriem Advisors 4
Curat Global, LLC 4
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 4
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 4
McElhenny Sheffield Capital Management, LLC 4
First National Trust Co 4
TCF National Bank 4
Cadence Capital Management Llc 4
Stoneridge Investment Partners Llc 4
Smith Asset Management Group Lp 4
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 4
Blue Bell Private Wealth Management, Llc 4
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 4
PartnerRe Asset Management CORP 4
First Affirmative Financial Network 4
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 4
Clarus Wealth Advisors 4
Plancorp, LLC 4
Park Avenue Institutional Advisers LLC 4
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 4
Focus Financial Network Inc /adv 4
Pensionfund DSM Netherlands 4
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 4
Eastern Bank 4
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 4
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund 4
Capital Group Private Client Services, Inc. 4
Crews Bank & Trust 4
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 4
Transamerica Partners Portfolios 4
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 4
Nixon Peabody Trust Co 4
Hcim Trust 4
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 4
TFG Advisers LLC 4
Walker Asset Management, LLC 4
Cercano Management LLC 4
Insigneo Advisory Services, Llc 4
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 4
Aviance Capital Partners, LLC 4
Chicago Equity Partners Llc 4
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 4
Citizens National Bank Trust Department 4
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 4
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 4
Bourgeon Capital Management Llc 4
First PREMIER Bank 4
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 4
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 4
Northstar Asset Management Llc 4
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4
Princeton Capital Management Llc 4
Fernwood Investment Management, LLC 4
Wealthquest Corp 4
Electron Capital Partners, LLC 4
Voya Financial Advisors, Inc. 4
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 4
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 4
SYSTM Wealth Solutions LLC 4
Buckley Wealth Management, LLC 4
Ares Financial Consulting, LLC 4
Smithbridge Asset Management Inc/de 4
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 4
DnB Asset Management AS 4
Jade Capital Advisors, LLC 4
Herndon Capital Management Llc 4
New Hampshire Trust 4
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 4
Capricorn Fund Managers Ltd 4
Rocky Mountain Advisers, Llc 4
Sumitomo Life Insurance Co 4
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 4
New Jersey Better Educational Savings Trust 4
Degroof Petercam Asset Management 4
Stonehage Fleming (uk) Ltd 4
Principle Wealth Partners Llc 4
Catalyst Funds Management Pty Ltd 4
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 4
Hara Capital LLC 4
Glenview State Bank Trust Dept. 4
Signition Lp 4
Community Bank, N.A. 4
Gamble Jones Investment Counsel 4
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 4
Successful Portfolios LLC 4
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 4
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 4
Badgley Phelps Wealth Managers, LLC 4
GlobalBridge, Inc. 4
McGlone Suttner Wealth Management, Inc. 4
Keystone Financial Group 4
Ballast Advisors Llc 4
Foundry Partners, LLC 4
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 4
Team Hewins, LLC 4
Telemetry Investments, L.L.C. 4
Orser Capital Management, Llc 4
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 4
FJ Investments, LLC 4
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 4
RMR Wealth Builders 4
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 4
BlackRock Japan Co. Ltd 4
Johanson Financial Advisors, Inc. 4
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 4
Mastrapasqua Asset Management Inc 4
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 4
Bigelow Investment Advisors, LLC 4
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 4
Malaga Cove Capital, LLC 4
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 4
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 4
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 4
Baltimore-Washington Financial Advisors, Inc. 4
Tred Avon Family Wealth, Llc 4
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 4
Marco Investment Management Llc 4
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 4
CLNR - IndexIQ ETF Trust - IQ Cleaner Transport ETF 4
Hemington Wealth Management 4
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 4
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 4
North American Management Corp 4
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 4
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 4
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 4
Norinchukin Bank, The 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 4
Munder Capital Management 4
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 4
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 4
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 4
Fiduciary Financial Services Of The Southwest Inc /tx 4
Arjuna Capital 4
DeDora Capital, Inc. 4
Fjarde Ap-fonden /fourth Swedish National Pension Fund 4
Syverson Strege & Co 4
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 4
Jacobus Wealth Management, Inc. 4
Alerus Financial Na 4
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 4
Sullivan, Bruyette, Speros & Blaney, LLC 4
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 4
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 4
Lynx Investment Advisory 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 4
Caas Capital Management Lp 4
Cascade Investment Advisors, Inc. 4
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 4
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 4
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 4
Spring Creek Capital Llc 4
Wharton Business Group, LLC 4
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 4
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 4
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 4
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 4
GATEX - Gateway Trust - Gateway Fund Class A Shares 4
Probity Advisors, Inc. 4
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 4
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 4
Johnson Midwest Financial, LLC 4
WPG Advisers, LLC 4
Zweig-DiMenna Associates LLC 4
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 4
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 4
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 4
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 4
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 4
FourThought Financial Partners, LLC 4
Profunds - Profund Vp Bull 4
Cornercap Investment Counsel Inc 4
Bellevue Asset Management, Llc 4
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 4
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 4
Crescent Capital Consulting, LLC 4
Buckingham Capital Management, Inc. 4
Journey Advisory Group, LLC 4
Iron Horse Wealth Management, LLC 4
Prosperity Bancshares Inc 4
ARS Wealth Advisors, LLC 4
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 4
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 4
OneAscent Financial Services LLC 4
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A 4
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 4
VestGen Advisors, LLC 4
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 4
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 4
Utc North American Fund, Inc. 4
Haberer Registered Investment Advisor Inc 4
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 4
Liberty All Star Equity Fund 4
Independent Solutions Wealth Management, LLC 4
Absolute Return Capital, LLC 4
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 4
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 4
Glass Jacobson Investment Advisors llc 4
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 4
Deane Retirement Strategies, Inc. 4
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 4
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 4
Robertson Stephens Wealth Management, LLC 4
Dominick & Dominick LLC 4
Harbour Capital Advisors, LLC 4
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 4
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 4
Forza Wealth Management, LLC 4
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 4
Willingdon Wealth Management 4
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 4
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 4
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 4
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 4
Wilmington Trust Investment Management, LLC 4
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 4
Redwood Wealth Management Group, LLC 4
Alpha Cubed Investments, LLC 4
Dividend & Income Fund 4
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 4
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 4
Trust Investment Advisors 4
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 4
Patton Fund Management, Inc. 4
Taconic Capital Advisors LP 4
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 4
Egerton Capital (UK) LLP 4
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 4
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 4
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 4
Eurizon Capital SGR S.p.A. 4
FSA Wealth Management LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 4
McAdams Wright Ragen, Inc. 4
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 4
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 4
RKL Wealth Management LLC 4
United Community Bank 4
CFS Investment Advisory Services, LLC 4
SMITH HAYES Advisers, Inc 4
Levitt Capital Management LLC 4
Zions Trust, National Association 4
Pinnacle Wealth Management Advisory Group, LLC 4
BlackRock Capital Allocation Trust 4
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 4
Paces Ferry Wealth Advisors, Llc 4
Cordant, Inc. 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 4
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 4
Chapin Davis, Inc. 4
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 4
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 4
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 4
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 4
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 4
Allegheny Financial Group LTD 4
Tower Bridge Advisors 4
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 4
Ten Capital Wealth Advisors, LLC 4
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 4
Solaris Asset Management Llc 4
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 4
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 4
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 4
Groupe la Francaise 4
Legacy Wealth Management, LLC / MS 4
Boussard & Gavaudan Investment Management LLP 4
Analytic Investors, LLC 4
Next Capital Management LLC 4
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 4
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 4
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 4
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 4
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 4
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 4
Nordwand Advisors, LLC 4
Cyndeo Wealth Partners, LLC 4
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 4
Zacks Investment Management 4
EFG Asset Management (Americas) Corp. 4
Soros Capital Management Llc 4
Seven Springs Wealth Group, LLC 4
Livelsberger Financial Advisory 4
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4
Lebenthal Global Advisors, LLC 4
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 4
First Pacific Financial 4
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 4
CGOV Asset Management 4
VCGAX - VALIC Co I - Growth & Income Fund 4
Daymark Wealth Partners, Llc 4
Vantage Consulting Group Inc 4
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 4
Fidelis Capital Partners, LLC 4
Schnieders Capital Management, Llc. 4
SRB Corp 4
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 4
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 4
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 4
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 4
Financial Network Wealth Management LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 4
Archer Investment Corp 4
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 4
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 4
Dreman Value Management, L L C 4
Intersect Capital LLC 4
Axiom Investment Management LLC 4
Vanguard Chester Funds 4
FSKLX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Low Volatility Index Fund 4
Connecticut Wealth Management, LLC 4
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 4
Fiduciary Alliance LLC 4
Danske Bank A/s 4
One Capital Management, LLC 4
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 4
Corient Capital Partners, LLC 4
Weaver Consulting Group 4
Trifecta Capital Advisors, LLC 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 4
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 4
Canandaigua National Bank & Trust Co 4
Global Wealth Strategies & Associates 4
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 4
Guggenheim Strategic Opportunities Fund 4
Armstrong Advisory Group, Inc 4
Lee Danner & Bass Inc 4
NorthCrest Asset Manangement, LLC 4
Ascend Capital, Llc 4
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 4
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 4
Clear Investment Research, Llc 4
Miles Capital, Inc. 4
Motley Fool Asset Management LLC 4
ELCO Management Co., LLC 4
Gerald Baker Financial Group LLC 4
DV Trading LLC 4
Becker Capital Management Inc 4
Silvercrest Asset Management Group Llc 4
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 4
Mutual Advisors, LLC 4
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 4
Meiji Yasuda Life Insurance Co 4
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 4
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class 4
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 4
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 4
Advisory Research Inc 4
Psagot Investment House Ltd. 4
Penseco Financial Services Corp 4
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 4
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 4
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 4
New York Life Investment Management Llc 4
Penbrook Management LLC 4
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 4
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 4
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 4
FLDFX - Meeder Funds - BALANCED FUND Retail Class 4
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 4
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 4
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 4
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 4
Beech Hill Advisors, Inc. 4
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 4
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 4
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 4
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 4
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 4
Accent Capital Management, LLC 4
CBIZ Investment Advisory Services, LLC 4
Maryland Capital Management 4
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 4
Norden Group Llc 4
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 4
VeraBank, N.A. 4
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 4
Mascagni Wealth Management, Inc. 4
Mine & Arao Wealth Creation & Management, LLC. 4
Drive Wealth Management, Llc 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 4
Scotia Asset Management L.P. 4
REAP Financial Group, LLC 4
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 4
Arcadia Investment Management Corp/mi 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 4
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 4
Conning Inc. 4
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 4
BancorpSouth Bank 4
Foresters Investment Management Company, Inc. 4
WFA of San Diego, LLC 4
Exencial Wealth Advisors, Llc 4
Pnc Funds 4
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 4
Oxford Financial Group Ltd 4
Owl Creek Wealth Partners LLC 4
E Fund Management (Hong Kong) Co., Ltd. 4
Radnor Capital Management, LLC 4
Catamount Wealth Management 4
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 4
NXGAX - Cushing Mutual Funds Trust - Cushing NextGen Infrastructure Fund Class A Shares 4
Welch & Forbes Llc 4
Reston Wealth Management Llc 4
Guardian Investor Services Llc 4
Security National Bank Of So Dak 4
Fairfax Financial Holdings Ltd/ Can 4
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 4
Deprince Race & Zollo Inc 4
Cornerstone Financial Management LLC 4
Farmers & Merchants Trust Co of Chambersburg PA 4
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 4
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 4
Peoples Bank/KS 4
Ruffer LLP 4
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 4
Cloud Capital Management, LLC 4
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 4
Cheviot Value Management, LLC 4
Sarofim Fayez 4
Riverview Trust Co 4
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 4
NWK Group, Inc. 4
Modern Wealth Management, LLC 4
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 4
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 4
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 4
EBI - RBB Fund Trust - Longview Advantage ETF 4
Polaris Wealth Advisory Group, LLC 4
Redhawk Wealth Advisors, Inc. 4
Colonial Trust Co / SC 4
Valued Wealth Advisors LLC 4
Capital Directions Investment Advisors, LLC 4
TruNorth Capital Management, LLC 4
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 4
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 4
Lion Street Advisors, LLC 4
Seascape Capital Management 4
Optifour Integrated Wealth Management, Llc 4
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 4
Ardevora Asset Management LLP 4
Sargent Investment Group, LLC 4
Align Financial, LLC 4
Fideuram Asset Management (Ireland) dac 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 4
SFY - Tidal ETF Trust - SoFi Select 500 ETF 4
Premier Fund Managers Ltd 4
Emory University 4
Sagewood Asset Management LP 4
Americana Partners, LLC 4
Segantii Capital Management Ltd 4
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 4
Bbr Partners, Llc 4
Soros Fund Management Llc 4
Kentucky Trust Co 4
Financial Perspectives, Inc 4
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 4
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 4
Baxter Bros Inc 4
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 4
Alpha Windward Llc 4
Vanguard Portfolio Management Llc 4
Headinvest, Llc 4
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 4
Stratton Management Co 4
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 4
Mfs Charter Income Trust 4
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 4
BKM Wealth Management, LLC 4
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 4
YHB Investment Advisors, Inc. 4
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 4
Joseph P. Lucia & Associates, LLC 4
MML Series Investment Fund II - MML Equity Rotation Fund Class II 4
MML Series Investment Fund II - MML Equity Fund Initial Class 4
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 4
Resolute Advisors LLC 4
Canandaigua National Corp 4
Mawer Investment Management Ltd. 4
Davidson Trust Co 4
Cape Investment Advisory, Inc. 4
Cedar Brook Financial Partners, LLC 4
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 4
Cushing Renaissance Fund 4
True Link Financial Advisors, LLC 4
Woodward Diversified Capital, Llc 4
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 4
Cushing Etf Trust 4
BLACKROCK FUNDS - BlackRock Infrastructure Sustainable Opportunities Fund Investor A 4
Railway Pension Investments Ltd 4
Parisi Gray Wealth Management 4
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 4
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 4
Sittner & Nelson, Llc 4
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 4
Kaizen Advisory, Llc 4
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 4
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 4
CTC Alternative Strategies, Ltd. 4
Richardson Financial Services Inc. 4
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 4
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 4
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 4
TOWER TRUST Co 4
Dixon Mitchell Investment Counsel Inc. 4
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 4
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 4
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 4
ACG Wealth 4
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 4
Reflection Asset Management 4
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 4
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 4
Pettyjohn, Wood & White, Inc 4
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 4
CoreFirst Bank & Trust 4
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio 4
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 4
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 4
LKFIX - LKCM Funds - LKCM Fixed Income Fund 4
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 4
Atlas Private Wealth Management 4
Savvy Advisors, Inc. 4
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 4
Ritter Daniher Financial Advisory, Llc 4
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 4
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 4
Profunds - Profund Vp Ultrabull 4
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 4
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 4
Wakefield Asset Management LLLP 4
Rede Wealth, LLC 4
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 4
Coastal Capital Group, Inc. 4
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 4
Trust Co Of Toledo Na /oh/ 4
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 4
Jackson Real Assets Fund 4
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 4
SCIU - Global X Funds - Global X Scientific Beta US ETF 4
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF 4
GURU - Global X Funds - Global X Guru Index ETF 4
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 4
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 4
Smith Chas P & Associates Pa Cpas 4
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 4
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF 4
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 4
Great Valley Advisor Group, Inc. 4
Halpern Financial, Inc. 4
Aevitas Wealth Management, Inc. 4
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 4
Northwest Quadrant Wealth Management, LLC 4
VEGN - ETF Series Solutions - US Vegan Climate ETF 4
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 4
Lake Street Financial Llc 4
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 4
Corebridge Financial, Inc. 4
Argent Advisors, Inc. 4
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 4
Engine No. 1 Llc 4
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 4
Verity & Verity, LLC 4
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio 4
Impax Asset Management Group plc 4
Romano Brothers And Company 4
Miller Howard Investments Inc /ny 4
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 4
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 4
Northeast Financial Consultants Inc 4
Opseu Pension Plan Trust Fund 4
AlphaCore Capital LLC 4
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 4
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 4
Cadinha & Co Llc 4
DSAM Partners (London) Ltd 4
Quattro Advisors LLC 4
Sabadell Asset Management, S.A S.G.I.I.C 4
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 4
Amplius Wealth Advisors, LLC 4
Lyell Wealth Management, Lp 4
Bach Investment Advisors Ltd 4
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 4
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 4
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 4
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 4
Rothschild Asset Management Inc 4
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 4
Empirical Finance, LLC 4
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 4
SSO - PROSHARES TRUST - ProShares Ultra S&P500 4
Clean Yield Group 4
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 4
Guerra Advisors Inc 4
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 4
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 4
Adviser Investments LLC 4
Aventail Capital Group, LP 4
Cassady Schiller Wealth Management, LLC 4
Machina Capital S.a.s. 4
Trust Point Inc. 4
Tacita Capital Inc 4
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 4
Capital Income Builder 4
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 4
Delpha Capital Management, Llc 4
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares 4
AIA Group Ltd 4
Invictus RG 4
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 4
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 4
Alphagen Securities Llc 4
Garrett Wealth Advisory Group, LLC 4
J.w. Cole Advisors, Inc. 4
FTXR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Transportation ETF 4
HFM Investment Advisors, LLC 4
Thornburg Investment Management Inc 4
Traub Capital Management LLC 4
Kentucky Retirement Systems Insurance Trust Fund 4
Chapman Financial Group, Llc 4
Virtus Alternative Investment Advisers, Inc. 4
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 4
Friess Associates Llc 4
Oppenheimer Quest For Value Funds 4
Gerstein Fisher 4
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 4
Columbia Trust Co 01012016 4
Lee Financial Co 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 4
Texas Yale Capital Corp. 4
Westfield Capital Management Co Lp 4
PACIFIC SELECT FUND - Equity Index Portfolio Class I 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 4
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 4
Altium Wealth Management LLC 4
Hudson Value Partners, LLC 4
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 4
DAINX - Dunham Funds - Dunham International Stock Fund Class A 4
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 4
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 4
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 4
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 4
Avidian Wealth Solutions, LLC 4
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 4
BBT Capital Management, LLC 4
Portside Wealth Group, LLC 4
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 4
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 4
Kowal Investment Group, LLC 4
Laurel Wealth Advisors, Inc. 4
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 4
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 4
Kavar Capital Partners, LLC 4
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 4
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 4
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 4
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 4
Eisler Capital Management Ltd. 4
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 4
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 4
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 4
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 4
United Financial Planning Group LLC 4
Jump Trading, LLC 4
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 4
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 4
Franklin Street Advisors Inc /nc 4
Curian Capital Llc 4
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 4
Ronald Blue & Co Llc 4
Douglass Winthrop Advisors, LLC 4
Whitener Capital Management, Inc. 4
Whitehelm Capital Pty Ltd 4
Quest Partners LLC 4
ICTRX - ICON FUNDS - ICON Industrials Fund Class S 4
Partners Capital Investment Group, Llp 4
Glen Harbor Capital Management LLC 4
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 4
GPM Growth Investors, Inc. 4
Everence Capital Management Inc 4
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 4
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 4
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES 4
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 4
Alpine Bank Wealth Management 4
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 4
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 4
Rydex Etf Trust 4
TD Securities (USA) LLC 4
Biltmore Capital Advisors LLC 4
Geller Advisors LLC 4
Jafra Capital Management LP 4
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 4
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 4
Widmann Financial Services, Inc. 4
Parsec Financial Management, Inc. 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 4
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 4
Morningstar Investment Services LLC 4
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 4
Wimmer Associates 1, Llc 4
Executive Wealth Management, LLC 4
National Philanthropic Trust 4
Kozak & Associates, Inc. 4
PharVision Advisers, LLC 4
Capital Performance Advisors Llp 4
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 4
Baker Ellis Asset Management LLC 4
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 4
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 4
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 4
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 4
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 4
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 4
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 4
Tenere Capital LLC 4
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 4
Anchor Capital Advisors Llc 4
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 4
CWA Asset Management Group, LLC 4
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 4
Summit Global Investments 4
Fortis Advisors, LLC 4
Elyxium Wealth, LLC 4
Worth Venture Partners, LLC 4
Oliver Luxxe Assets LLC 4
Advanced Series Trust - Ast Mfs Global Equity Portfolio 4
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 4
Kelman-Lazarov, Inc. 4
Freestone Grove Partners LP 4
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 4
IFM Investors Pty Ltd 4
First American Bank 4
Amica Mutual Insurance Co 4
Sachetta, LLC 4
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 4
Firestone Capital Management 4
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A 4
Value Partners Investments Inc. 4
ESL Trust Services, LLC 4
Alight Capital Management LP 4
Diversify Wealth Management, Llc 4
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 4
Covenant Partners, LLC 4
Sphinx Trading, Lp 4
Eidelman Virant Capital 4
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 4
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 4
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 4
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 4
Union Bancaire Privee, UBP SA 4
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 4
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 4
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 4
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 4
Laurel Wealth Advisors LLC 4
PIMCO FUNDS - PIMCO Sector Fund Series - I 4
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 4
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 4
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 4
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 4
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 4
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 4
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 4
GSB Wealth Management, LLC 4
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 4
Clarfeld Financial Advisors, Llc 4
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 4
Bristol Gate Capital Partners Inc. 4
Capital International Ltd /ca/ 4
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 4
BRC Investment Management LLC 4
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 4
PWS - Pacer Funds Trust - Pacer WealthShield ETF 4
New Republic Capital, LLC 4
EntryPoint Capital, LLC 4
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 4
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 4
J. W. Coons Advisors, LLC 4
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 4
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 4
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 4
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 4
Mid Atlantic Financial Management Inc/adv 4
Stokes Family Office, LLC 4
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 4
Strive Financial Group ,LLC 4
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 4
Spdr S&p 500 Etf Trust 4
Bain Capital Public Equity Management Ii, Llc 4
Genus Capital Management Inc. 4
BlackRock Multi-Sector Opportunities Trust II 4
Gyl Financial Synergies, Llc 4
Rainier Investment Management Llc 4
LGPIX - Profunds - Large-cap Growth Profund Investor Class 4
LVPIX - Profunds - Large-cap Value Profund Investor Class 4
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 4
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 4
MidFirst Bank 4
ULPIX - Profunds - Ultrabull Profund Investor Class 4
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 4
Omnia Family Wealth, LLC 4
Sage Private Wealth Group, Llc 4
Destination Wealth Management 4
BLPIX - Profunds - Bull Profund Investor Class 4
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 4
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 4
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 4
CarsonAllaria Wealth Management, Ltd. 4
MGIFX - Gallery Trust - MONDRIAN GLOBAL LISTED INFRASTRUCTURE FUND Mondrian Global Listed Infrastructure Fund 4
Cherry Tree Wealth Management, LLC 4
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 4
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 4
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 4
S&t Bank/pa 4
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 4
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 4
Aspire Private Capital, LLC 4
Castleview Partners, Llc 4
Cantab Capital Partners LLP 4
Quaker Wealth Management, LLC 4
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 4
Acima Private Wealth, Llc 4
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 4
Point72 (DIFC) Ltd 4
Phillip James Consulting Co. 4
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 4
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 4
MANA Advisors LLC 4
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 4
First Dallas Securities Inc. 4
Abn Amro Investment Solutions 4
FMSIX - FRONTIER FUNDS, INC. - Frontier MFG Select Infrastructure Fund Institutional Class Shares 4
Athena Capital Advisors Llc 4
Carderock Capital Management Inc 4
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 4
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 4
Kenfarb & Co. 4
Heritage Wealth Management, Inc. 4
Mizuho Asset Management Co.,Ltd. 4
Alta Advisers Ltd 4
Net Worth Advisory Group 4
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 4
Capital Investment Advisors, LLC 4
Banco BTG Pactual S.A. 4
Fragasso Group Inc. 4
Sheaff Brock Investment Advisors, LLC 4
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 4
Excalibur Management Corp 4
Advanced Series Trust - Ast International Growth Portfolio 4
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 4
Wealthbridge Capital Management, Llc 4
Financial Sense Advisors, Inc. 4
CFO4Life Group, LLC 4
Caitlin John, LLC 4
Israel Discount Bank of New York 4
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 4
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 4
Dividend Asset Capital, Llc 4
Valmark Advisers, Inc. 4
Montecito Bank & Trust 4
Hickory Point Bank & Trust 4
Bernard Wealth Management Corp. 4
Vivaldi Capital Management, LLC 4
RFG - Bristol Wealth Advisors, LLC 4
GFS Advisors, LLC 4
Palestra Capital Management LLC 4
MU Investments Co., Ltd. 4
Advisors Management Group Inc /adv 4
Nikko Asset Management Americas, Inc. 4
Conquis Financial Llc 4
Traynor Capital Management, Inc. 4
Linscomb & Williams, Inc. 4
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 4
America First Investment Advisors, LLC 4
Circle Wealth Management, LLC 4
Woodley Farra Manion Portfolio Management Inc 4
Lone Pine Capital Llc 4
Claybrook Capital, LLC 3
Murphy Pohlad Asset Management LLC 3
W.G. Shaheen & Associates DBA Whitney & Co 3
Noble Wealth Management PBC 3
Sage Investment Counsel LLC 3
Fiduciary Group LLC 3
Silver Grove Financial Group, Inc. 3
BankPlus Trust Department 3
Midwest Capital Advisors, LLC 3
Turning Point Benefit Group, Inc. 3
Advyzon Investment Management, LLC 3
Charter Trust Co 3
Fedenia Advisers LLC 3
Deroy & Devereaux Private Investment Counsel Inc 3
Lucas Capital Management 3
Bank of Jackson Hole Trust 3
Ankerstar Wealth, LLC 3
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 3
Mizuho Securities Usa Llc 3
Visionary Asset Management, Inc. 3
SmartHarvest Portfolios, LLC 3
Wunderlich Capital Managemnt 3
Bridgeway Capital Management Inc 3
Roxbury Financial LLC 3
Davidson Investment Advisors 3
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 3
Cnh Partners Llc 3
Nicolet Bankshares Inc 3
Abc Arbitrage Sa 3
Perella Weinberg Partners Capital Management LP 3
Jd Capital Management Llc 3
Silphium Asset Management Ltd 3
Asset Planning,Inc 3
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 3
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 3
Louisbourg Investments Inc. 3
TradeLink Global Equity LLC 3
Coyle Financial Counsel LLC 3
Wingate Wealth Advisors, Inc. 3
Longbow Capital Partners, L.P. 3
Taurus Asset Management, Llc 3
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 3
Hager Investment Management Services, Llc 3
Atherton Lane Advisers, Llc 3
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 3
Twin Securities, Inc. 3
Fca Corp /tx 3
Cim Investment Mangement Inc 3
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 3
ProVise Management Group, LLC 3
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 3
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 3
Avantra Family Wealth, Inc. 3
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 3
Gilpin Wealth Management, Llc 3
Kellner Capital, LLC 3
Buckingham Capital Management Inc 3
Davy Global Fund Management Ltd 3
Bank Of Hawaii 3
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 3
Clarendon Private LLC 3
University Of Texas/texas Am Investment Managment Co 3
McKinley Carter Wealth Services, Inc. 3
Avanza Fonder AB 3
SignalPoint Asset Management, LLC 3
Iron Financial, LLC 3
Newfound Research LLC 3
Bks Advisors, Llc 3
Zwj Investment Counsel Inc 3
Security National Bank Of Sioux City Iowa /ia/ 3
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 3
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 3
Next Century Growth Investors Llc 3
Windsor Capital Management, LLC 3
New Harbor Financial Group, LLC 3
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 3
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 3
Isthmus Partners, Llc 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 3
Fort Pitt Capital Group, Llc 3
Cadence Bank Na 3
Winslow Capital Management, LLC 3
Bennicas & Associates, Inc. 3
Lourd Capital, LLC 3
Independence Trust CO 3
Carnick & Kubik, LLC 3
Bayforest Capital Ltd 3
EPG Wealth Management LLC 3
CXI Advisors 3
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 3
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 3
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 3
Farmers Trust Co 3
Atlas Brown,Inc. 3
Mathes Company, Inc. 3
Litman Gregory Asset Management LLC 3
HITE Hedge Asset Management LLC 3
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 3
Paragon Capital Management Ltd 3
Torch Wealth Management LLC 3
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 3
Fourth Dimension Wealth, LLC 3
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 3
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 3
Marathon Asset Management Llp 3
Financial Advisory Group 3
Conway Capital Management, Inc. 3
Legacy Investment Solutions, LLC 3
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 3
B&l Asset Management Llc 3
Tillar-Wenstrup Advisors, LLC 3
Community Bank of Raymore 3
Packer & Co Ltd 3
Orrstown Financial Services Inc 3
Pioneer Trust Bank N A/or 3
UNIVEST FINANCIAL Corp 3
Cascades Capital Asset Management, LLC 3
Napier Financial, LLC 3
Diversified Enterprises, LLC 3
Commonwealth Financial Services, LLC 3
Cohen Capital Management, Inc. 3
Argent Financial Group, Inc. 3
Onefund, Llc 3
Stewart & Patten Co Llc 3
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 3
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 3
Highland Capital Management Fund Advisors, L.p. 3
Spirit Of America Management Corp/ny 3
Jacobs & Co/ca 3
Benin Management CORP 3
Taylor Hoffman Capital Management LLC 3
Quotient Investors, LLC 3
HDPBX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Blue Chip Equity Income Fund Retail Class 3
Reyes Financial Architecture, Inc. 3
PBU - The Pension Fund of Early Childhood & Youth Educators 3
Waterloo Capital, L.P. 3
St. Johns Investment Management Company, LLC 3
Pinebridge Investments Llc 3
Godfrey Financial Associates, Inc. 3
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 3
Iowa State Bank 3
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 3
Principia Wealth Advisory, LLC 3
Painted Porch Advisors LLC 3
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 3
Banced Corp 3
Legacy Private Trust Co. 3
Interactive Financial Advisors 3
Meristem Family Wealth, LLC 3
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 3
Pure Financial Advisors, Inc. 3
CHB Investment Group, LLC 3
ORG Wealth Partners, LLC 3
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 3
Burns J W & Co Inc/ny 3
Mitchell Sinkler & Starr/pa 3
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 3
Burke & Herbert Bank & Trust Co 3
Montrusco Bolton Investments Inc. 3
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 3
Community Trust & Investment Co 3
Marble Wealth, LLC 3
Walsky Investment Management, Inc. 3
Pegasus Partners Ltd. 3
Community Bank & Trust, Waco, Texas 3
Baillie Gifford & Co 3
Livingston Group Asset Management CO (operating as Southport Capital Management) 3
Meramec Financial Planners, LLC 3
Texas Capital Bancshares Inc/tx 3
Copper Rock Capital Partners, LLC 3
Nexus Investment Management ULC 3
Detwiler Fenton Investment Management LLC 3
Pensionfund Sabic 3
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 3
CT Financial Advisors LLC 3
Beacon Financial Group 3
TrimTabs Asset Management, LLC 3
Crow Point Partners, LLC 3
Palo Capital, Inc. 3
Terra Nova Asset Management LLC 3
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 3
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 3
Bruderman Asset Management, LLC 3
Harris Associates L P 3
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 3
Centennial Bank/AR/ 3
Granite FO LLC 3
Core Wealth Advisors, Llc 3
Hamel Associates, Inc. 3
EagleClaw Capital Managment, LLC 3
Gyroscope Capital Management Group, Llc 3
Doheny Asset Management /ca 3
Cobalt Capital Management, Inc. 3
Bard Associates Inc 3
ARGI Investment Services, LLC 3
Magellan Asset Management Ltd 3
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 3
Wall Street Financial Group, Inc. 3
Oarsman Capital, Inc. 3
Lehman Financial Resources, Inc. 3
Elser Financial Planning, Inc 3
Hurley Capital, LLC 3
Bedell Frazier Investment Counseling, LLC 3
World Equity Group, Inc. 3
Cedar Hill Associates, Llc 3
Kelly Financial Services LLC 3
Davis-rea Ltd. 3
Fieldview Capital Management, LLC 3
Bank & Trust Co 3
ARGA Investment Management, LP 3
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 3
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 3
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 3
Ws Management Lllp 3
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 3
Ssi Investment Management Llc 3
Hartline Investment Corp/ 3
Bowling Portfolio Management LLC 3
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 3
Covenant Multifamily Offices, LLC 3
Westbourne Investment Advisors, Inc. 3
Gratus Capital LLC 3
Inverness Investment Group, LLC 3
Asio Capital, LLC 3
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 3
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 3
M Holdings Securities, Inc. 3
Trust CO of the Ozarks 3
Greystone Managed Investments Inc. 3
Income Insurance Ltd 3
J.P. Turner & Co Capital Mnagement, LLC 3
Essex Investment Management Co Llc 3
Institutional Investment Strategy Fund 3
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 3
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 3
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A 3
Sugar Maple Asset Management, LLC 3
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 3
Alerus Investment Advisors Corp 3
LKEQX - LKCM Funds - LKCM Equity Fund 3
S&co Inc 3
Town & Country Bank & Trust CO dba First Bankers Trust CO 3
Ckw Financial Group 3
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 3
River Wealth Advisors LLC 3
Btr Capital Management Inc 3
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 3
Welch Group, LLC 3
Macroview Investment Management Llc 3
Farallon Capital Management Llc 3
Frontier Capital Management Co Llc 3
Mowery & Schoenfeld Wealth Management, LLC 3
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
Fagan Associates, Inc. 3
Kirtland Hills Capital Management, Llc 3
Willow Creek Wealth Management Inc. 3
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 3
iAB Financial Bank 3
Cascade Financial Partners, LLC 3
Mitchell Mcleod Pugh & Williams Inc 3
Harding Loevner Lp 3
Clarkston Capital Partners, LLC 3
Stralem & Co Inc 3
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 3
Boyd Watterson Asset Management Llc/oh 3
Atlanta Consulting Group Advisors, LLC 3
First American Trust, Fsb 3
Heritage Investors Management Corp 3
Berkshire Asset Management Llc/pa 3
Cape Cod Five Cents Savings Bank 3
Founders Financial Securities Llc 3
Umpqua Bank 3
Sienna Gestion 3
Wealth Group, Ltd. 3
Weaver C. Barksdale & Associates, Inc. 3
Curbstone Financial Management Corp 3
M&G Plc 3
Canal Capital Management, LLC 3
Gratus Wealth Advisors, LLC 3
Kessler Investment Group, LLC 3
Middleton & Co Inc/ma 3
Fiduciary Family Office, Llc 3
Piershale Financial Group, Inc. 3
Securian Funds Trust - SFT T. Rowe Price Value Fund 3
Capital Advisors Inc/ok 3
RWC Asset Management LLP 3
Fire Capital Management LLC 3
Central Pacific Bank - Trust Division 3
Tetrem Capital Management Ltd. 3
Odey Asset Management Group Ltd 3
Villere St Denis J & Co Llc 3
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 3
Fairfield, Bush & Co. 3
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 3
Foyston, Gordon, & Payne Inc 3
Fiduciary Services Corp/ga 3
Icc Capital Management Inc/ 3
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 3
Eminence Capital, Lp 3
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 3
Archon Partners LLC 3
Fideuram - Intesa Sanpaolo Private Banking S.p.a. 3
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 3
Westover Capital Advisors, LLC 3
Timber Creek Capital Management LLC 3
10-15 Associates, Inc. 3
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 3
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 3
Greenwood Gearhart Inc 3
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 3
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 3
East Coast Asset Management, LLC. 3
Yakira Capital Management, Inc. 3
Hunter Associates Investment Management Llc 3
Fieldpoint Private Advisors, Inc 3
Mraz, Amerine & Associates, Inc. 3
American Capital Advisory, LLC 3
Cdm Financial Counseling Services, Inc. 3
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 3
Financial Synergies Wealth Advisors, Inc. 3
Dean Investment Associates, Llc 3
Beach Investment Management, LLC. 3
South Street Advisors LLC 3
Smith, Salley & Associates 3
First Business Financial Services, Inc. 3
Strategic Global Advisors, LLC 3
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 3
Kapitalo Investimentos Ltda 3
Mendel Money Management 3
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 3
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 3
McNamara Financial Services, Inc. 3
Wbi Investments, Inc. 3
Argus Investors' Counsel, Inc. 3
Hudson Valley Investment Advisors Inc /adv 3
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 3
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 3
Gibraltar Capital Management, Inc. 3
Bedrijfstakpensioenfonds Voor De Media Pno 3
Fairman Group, LLC 3
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 3
Dynamic Technology Lab Pte Ltd 3
Ashfield Capital Partners, LLC 3
Independent Financial Group, Llc 3
North Dakota State Investment Board 3
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 3
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 3
Meitav Dash Investments Ltd 3
Ables, Iannone, Moore & Associates, Inc. 3
Whitebox Advisors Llc 3
Perpetual Investment Management Ltd 3
Cornerstone Advisory, LLC 3
Cove Private Wealth, LLC 3
Transcendent Capital Group LLC 3
Sab Capital Management Lp 3
Sunnymeath Asset Management, Inc. 3
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 3
Consulta Ltd 3
Journey Retirement Planning & Investment Management Llc 3
Clark Wealth Partners 3
Edmond De Rothschild Asset Management (france) 3
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 3
Doliver Advisors, Lp 3
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 3
Cornerstone Select Advisors, LLC 3
Monarch Capital Management Inc/ 3
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF 3
Strategic Wealth Advisors LLC 3
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 3
Mairs & Power Inc 3
Ausdal Financial Partners, Inc. 3
Abel Hall, LLC 3
Edmond De Rothschild (suisse) S.a. 3
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 3
Select Equity Group, L.P. 3
Lockheed Martin Investment Management Co 3
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 3
Granite Investment Partners, LLC 3
Tributary Capital Management, LLC 3
Armbruster Capital Management, Inc. 3
Bank Of The West 3
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 3
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 3
Atlanta Capital Management Co L L C 3
Raab & Moskowitz Asset Management LLC 3
Strategic Financial Services, Inc, 3
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class 3
Bristlecone Advisors, LLC 3
Hilltop Park Associates LLC 3
Hobbs Group Advisors, LLC 3
PENN SERIES FUNDS INC - Large Cap Value Fund 3
Quest Investment Management Llc 3
Elefante Michael B 3
VCIEX - VALIC Co I - International Equities Index Fund 3
Chartwell Investment Partners/pa 3
Long Island Wealth Management, Inc. 3
Spectrum Wealth Counsel, LLC 3
Stearns Financial Services Group 3
Aspect Partners, LLC 3
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 3
Peak Asset Management, LLC 3
Cardan Capital Partners, LLC 3
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 3
Valinor Management, Llc 3
Marketfield Asset Management LLC 3
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 3
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 3
Quadcap Wealth Management, LLC 3
Clayton Financial Group LLC 3
Hutchens Investment Management Inc 3
Foster Dykema Cabot & Partners, Llc 3
Marshall & Sullivan Inc /wa/ 3
NorthRock Partners, LLC 3
Wintergreen Advisers, LLC 3
Stone Run Capital, Llc 3
Night Owl Capital Management, LLC 3
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 3
First Financial Bankshares Inc 3
Newbrook Capital Advisors LP 3
Ally Financial Inc. 3
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 3
Main Street Group, LTD 3
Folger Nolan Fleming Douglas Capital Management, Inc 3
Lodge Hill Capital, LLC 3
Crawford Investment Counsel Inc 3
Insight Capital Research & Management Inc 3
Walled Lake Planning & Wealth Management, Llc 3
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 3
Meridian Investment Counsel Inc. 3
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 3
Spark Investment Management LLC 3
SVA Wealth Management, LLC 3
Compton Capital Management Inc /ri 3
Fic Capital Inc 3
Torren Management, LLC 3
Wills Financial Group, Inc. 3
Edmond de Rothschild (Europe) 3
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF 3
Smith & Howard Wealth Management, LLC 3
SNS Financial Group, LLC 3
Candelo Capital Management LP 3
RPg Family Wealth Advisory, LLC 3
Susquehanna Portfolio Strategies, LLC 3
SIH Partners, LLLP 3
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 3
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 3
Integrated Investment Consultants, LLC 3
Capitolis Liquid Global Markets LLC 3
VCIGX - VALIC Co I - Dividend Value Fund 3
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 3
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 3
Princeton Portfolio Strategies Group LLC 3
Dynamic Wealth Strategies, LLC 3
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 3
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 3
Roosevelt Investment Group Llc 3
First Trust Investment Solutions L.P. 3
GRATRY & Co LLC 3
Fort, L.p. 3
New Age Alpha Advisors, LLC 3
Networth Advisors, LLC 3
Plato Investment Management Ltd 3
Cambria Investment Management, L.P. 3
Wiser Advisor Group LLC 3
Scoria Capital Partners LP 3
Hokanson Associates, Inc. 3
Foster Dykema Cabot & Co Inc/ma 3
Arrowgrass Capital Partners Llp 3
Pingora Partners LLC 3
Portfolio Design Labs, LLC 3
Anchor Bolt Capital, LP 3
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 3
Clearbridge, Llc 3
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 3
Bailard, Inc. 3
Park Presidio Capital Llc 3
Frec Markets, Inc. 3
Chesapeake Capital Corp /il/ 3
Vega Investment Solutions 3
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 3
Conatus Capital Management LP 3
Financial Planning Hawaii, Inc. 3
Tidemark, LLC 3
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 3
Fiduciary Planning LLC 3
Kelly Lawrence W & Associates Inc/ca 3
Coastal Bridge Advisors, LLC 3
Financial Strategy Network, LLC 3
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 3
Sapphire Star Partners LP 3
New Century Financial Group, LLC 3
Junto Capital Management LP 3
APBAX - Cavanal Hill Funds - Active Core Fund Investor 3
Atlantic Edge Private Wealth Management, LLC 3
Northwestern Mutual Investment Services Llc 3
Quotient Wealth Partners, LLC 3
Hefty Wealth Partners 3
Rodgers Brothers Inc. 3
Twin Focus Capital Partners, Llc 3
Mazama Capital Management Inc 3
Bronson Point Management LLC 3
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 3
Everpar Advisors Llc 3
Signature Resources Capital Management, LLC 3
Apella Capital, LLC 3
Caldwell & Orkin Inc 3
Davis Capital Management 3
DiNuzzo Private Wealth, Inc. 3
Unique Wealth Strategies, LLC 3
Point72 Asia (Singapore) Pte. Ltd. 3
Stelac Advisory Services LLC 3
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 3
Cedar Capital, Llc 3
Cna Financial Corp 3
Trust Co Of Oklahoma 3
Sirios Capital Management L P 3
Harvest Capital Management Inc 3
Lombard Odier & Cie (Canada), Limited Partnership 3
Criterion Capital Advisors, Llc 3
Connors Investor Services Inc 3
Oakmont Corp 3
Suffolk Capital Management Llc 3
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 3
American National Bank & Trust Co /va/ 3
Cahill Financial Advisors Inc 3
Argent Capital Management Llc 3
Farmers National Bank 3
Core Wealth Advisors, Inc. 3
aeris Capital Holding GmbH 3
Portus Wealth Advisors, LLC 3
Cannell Peter B & Co Inc 3
Rakuten Securities, Inc. 3
Tyche Wealth Partners LLC 3
Bear Mountain Capital, Inc. 3
Cottage Street Advisors LLC 3
North Star Asset Management Inc 3
Klingman & Associates, LLC 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 3
Physicians Financial Services, Inc. 3
Lecap Asset Management Ltd 3
Payden & Rygel 3
Baker Chad R 3
Keener Financial Planning LLC 3
Harbour Trust & Investment Management Co 3
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 3
Alphadyne Asset Management, LLC 3
Semper Trust Co. 3
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 3
KLCM Advisors, Inc. 3
Reliant Investment Management, LLC 3
Kerrisdale Advisers, LLC 3
Newland Capital Management, Llc 3
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 3
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 3
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 3
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 3
Dempze Nancy E 3
Tritonpoint Wealth, Llc 3
Elefante Mark B 3
Delaney Dennis R 3
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 3
South Texas Money Management Ltd 3
Sig Brokerage, Lp 3
Indices-Pac Research Corp. 3
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 3
Premier Path Wealth Partners, LLC 3
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 3
Jamison Private Wealth Management, Inc. 3
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF 3
Balter Liquid Alternatives, LLC 3
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 3
Aurora Investment Counsel 3
Columbia Capital Llc 3
Third Point LLC 3
Gary Goldberg Planning Services Inc 3
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 3
SCS Capital Management LLC 3
First Citizens Bancorporation Inc 3
S.a.c. Global Investors, Llp 3
Parr Mcknight Wealth Management Group, Llc 3
Moss Adams Wealth Advisors LLC 3
One River Asset Management, LLC 3
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 3
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 3
Lafayette Investments, Inc. 3
Stack Financial Management, Inc 3
Exchange Bank 3
Ramirez Asset Management, Inc. 3
KPP Advisory Services LLC 3
ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF 3
Harwood Advisory Group, LLC 3
Delphi Private Advisors LLC 3
MEMBERS Trust Co 3
Nuveen Fund Advisors, LLC 3
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund 3
Beck Mack & Oliver Llc 3
Knollwood Investment Advisory, LLC 3
Wintrust Investments Llc 3
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 3
American State Bank (Iowa) 3
Amida Capital Management II, LLC 3
Transform Wealth, LLC 3
OP Asset Management Ltd 3
Arvest Trust Co N A 3
Werlinich Asset Management, LLC 3
Basepoint Wealth LLC 3
Rock Creek Group, LP 3
Forward Management, LLC 3
Advisor Consultant Network Inc 3
Peregrine Capital Management Llc 3
First Washington CORP 3
Ibex Wealth Advisors 3
Guidant Wealth Advisors 3
Stanford Investment Group, Inc. 3
Kepos Capital LP 3
Strategic Advocates LLC 3
Etf Managers Group, Llc 3
RGT Wealth Advisors, LLC 3
AustralianSuper Pty Ltd 3
Bnp Paribas 3
FCNSX - FIDELITY INVESTMENT TRUST - Fidelity Series Canada Fund 3
FXINX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Focused Index Fund 3
Paragon Wealth Strategies, LLC 3
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 3
Oasis Advisors, LLC 3
Rainier Group Investment Advisory LLC 3
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 3
Argent Trust Co 3
Fusion Family Wealth LLC 3
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 3
Merited Wealth, LLC 3
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 3
BLUX - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Dynamic Total Market ETF 3
FNY Partners Fund LP 3
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 3
BluePath Capital Management, LLC 3
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 3
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 3
Slocum, Gordon & Co LLP 3
Hibernia Wealth Partners, LLC 3
BINT - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Global Equity ETF 3
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 3
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 3
Garrison Bradford & Associates Inc 3
BLUC - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Core ETF 3
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 3
Sonata Capital Group Inc 3
Covenant Asset Management, LLC 3
Cpwm, Llc 3
Flinton Capital Management LLC 3
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 3
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund 3
Souders Financial Advisors 3
Strategic Financial Concepts, LLC 3
Total Investment Management Inc 3
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 3
Hartree Partners, LP 3
Fullerton Fund Management Co Ltd 3
Havens Advisors Llc 3
Union Savings Bank 3
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 3
Castle Hook Partners LP 3
Intrinsic Edge Capital Management LLC 3
Bishop Rock Capital, L.P. 3
WealthTrust Axiom LLC 3
Investment Management Of Virginia Llc 3
Bridgeworth, LLC 3
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 3
Flaharty Asset Management, LLC 3
Pacific Center for Financial Services 3
Invenio Wealth Partners Llc 3
Almanack Investment Partners, LLC. 3
Symphony Financial, Ltd. Co. 3
Royal Fund Management, LLC 3
Capital World Growth & Income Fund 3
Israel Discount Bank Of New York /gfn 3
Lincoln Capital Corp 3
Wsfs Capital Management, Llc 3
Kingswood Wealth Advisors, Llc 3
Doyle Wealth Management 3
Fortune Financial Advisors, LLC 3
Morse Asset Management, Inc 3
Heritage Trust Co 3
Family Legacy, Inc. 3
Northstar Wealth Partners LLC 3
Global Financial Private Capital, LLC 3
Kingdom Financial Group LLC. 3
Sterling Investment Advisors, Ltd. 3
EA Series Trust 3
First Financial Equity Corporation 3
Gilbert & Cook, Inc. 3
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 3
Watermark Asset Management, Inc. 3
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 3
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 3
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 3
Cantor Fitzgerald Investment Adviser L.p. 3
Summit Financial Group, Inc. 3
Crescent Grove Advisors, LLC 3
Delta Lloyd Asset Management N.v. 3
Phoenix Holdings Ltd. 3
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 3
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 3
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 3
Beaton Management Co. Inc. 3
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A 3
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 3
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 3
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 3
Birinyi Associates Inc 3
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF 3
Falcon Edge Capital, LP 3
Mariner Investment Group Llc 3
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 3
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 3
3Chopt Investment Partners, LLC 3
Stelliam Investment Management, Lp 3
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 3
PCA Investment Advisory Services Inc. 3
Pine Valley Investments Ltd Liability Co 3
SWAN Capital LLC 3
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 3
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 3
Imprint Wealth LLC 3
Cornerstone Advisors Inc 3
DC Investments Management, LLC 3
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 3
Global Trust Asset Management, LLC 3
Rainier Investment Management Mutual Funds 3
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 3
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class 3
Ofi Invest Asset Management 3
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 3
Oppenheimer Capital Appreciation Fund 3
Quintet Private Bank (Europe) S.A. 3
Vinva Investment Management Ltd 3
Harrison Street Private Wealth LLC 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 3
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 3
Investment Centers Of America Inc 3
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 3
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 3
PFG Advisors 3
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 3
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 3
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 3
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 3
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 3
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 3
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 3
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 3
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 3
Nilsine Partners, LLC 3
Cornerstone Management, Inc. 3
Silver Bridge Capital Management LLC 3
Zrc Wealth Management, Llc 3
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 3
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 3
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 3
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 3
Amcap Fund 3
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 3
Putnam Global Natural Resources Fund 3
Cm Wealth Advisors Llc 3
Endex Capital Management Llc 3
Dfa Investment Trust Co - The Japanese Small Company Series 3
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 3
Fifth Third Wealth Advisors LLC 3
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 3
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 3
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 3
EWG Elevate Inc. 3
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 3
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 3
Dogwood Wealth Management LLC 3
Empire Financial Management Company, LLC 3
LMR Master Fund Ltd 3
Midwest Financial Group LLC 3
Park Edge Advisors, LLC 3
Foresight Global Investors, Inc. 3
Tilt Investment Management Holdings, PBC 3
Balasa Dinverno & Foltz Llc 3
Baron Wealth Management LLC 3
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 3
First United Bank Trust/ 3
STXV - EA Series Trust - Strive 1000 Value ETF 3
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 3
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 3
STXG - EA Series Trust - Strive 1000 Growth ETF 3
Capital Group KKR Multi-Sector (plus) 3
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 3
Oppenheimer Ultra-short Duration Fund 3
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 3
FAINX - MSS Series Trust - Fallen Angels Income Fund 3
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 3
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 3
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 3
MASTERINVEST Kapitalanlage GmbH 3
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 3
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 3
Td Asset Management Usa Funds Inc. 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 3
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 3
Milestone Investment Advisors LLC 3
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 3
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 3
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 3
Portman Square Capital LLP 3
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 3
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 3
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 3
First Nebraska Trust Co 3
Massachusetts Wealth Management 3
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 3
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 3
Galaxy Capital Trading Ltd 3
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 3
Gateway Wealth Partners, LLC 3
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 3
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 3
Oppenheimer Integrity Funds 3
71 West Capital Partners 3
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 3
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 3
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 3
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 3
Point72 Middle East FZE 3
Meketa Capital, LLC 3
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 3
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 3
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 3
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 3
Ausbil Investment Management Ltd 3
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 3
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 3
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A 3
Kapstone Financial Advisors LLC 3
Vanguard Specialized Funds 3
Applied Finance Capital Management, LLC 3
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 3
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 3
Stock Portfolio - Stock Portfolio 3
Eaton Vance Enhanced Equity Income Fund Ii 3
Nuveen Tax Advantaged Total Return Strategy Fund 3
Nuveen Diversified Dividend & Income Fund 3
Growth Portfolio 3
Clifford Swan Investment Counsel Llc 3
Vanguard Horizon Funds 3
London Co Of Virginia 3
Graypoint LLC 3
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 3
EWC - iShares, Inc. - iShares MSCI Canada ETF 3
SRTTX - SMA RELATIONSHIP TRUST - Series T 3
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 3
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 3
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 3
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. 3
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 3
Fortis Capital Advisors, LLC 3
DSC Advisors, L.P. 3
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 3
Dover Advisors, Llc 3
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 3
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 3
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 3
Capital Group Investment Management Pte. Ltd. 3
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 3
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 3
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 3
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 3
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 3
Madison Investment Holdings Inc 3
Oak Hill Wealth Advisors, Llc 3
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 3
Riposte Capital Llc 3
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 3
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 3
Tri-continental Corp 3
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 3
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 3
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF 3
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 3
Grey Fox Wealth Advisors, LLC 3
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 3
Inceptionr Llc 3
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 3
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 3
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 3
Allstate Investment Management Co 3
ISAM Funds (UK) Ltd 3
Harvest Portfolios Group Inc. 3
Carmignac Gestion 3
Garda Capital Partners Lp 3
Investors Asset Management Of Georgia Inc /ga/ /adv 3
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 3
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 3
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 3
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 3
Consolidated Planning Corp 3
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 3
MERVX - MERGER FUND VL - The Merger Fund VL 3
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 3
John Hancock Hedged Equity & Income Fund 3
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 3
EWJ - iShares, Inc. - iShares MSCI Japan ETF 3
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 3
Oversea-Chinese Banking CORP Ltd 3
1st Source Bank 3
Beverly Hills Private Wealth, LLC 3
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 3
Lebenthal Holdings,LLC 3
Viawealth, Llc 3
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 3
Arista Wealth Management, LLC 3
DKRT Investments Corp. 3
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 3
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 3
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 3
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 3
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 3
Letson Investment Management, Inc. 3
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 3
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 3
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 3
Western Asset Income Fund 3
Blackrock Enhanced Equity Dividend Trust 3
Qsemble Capital Management, LP 3
Blackrock Utility & Infrastructure Trust 3
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 3
Commonwealth Retirement Investments LLC 3
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 3
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 3
Evolve Private Wealth, Llc 3
Cornerstone Total Return Fund Inc 3
Cornerstone Strategic Value Fund Inc 3
EJMK Ventures LLC 3
BCS Private Wealth Management, Inc. 3
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 3
Richard W. Paul & Associates, LLC 3
Vaughan David Investments Inc/il 3
Compass Financial Group, INC/SD 3
Mendota Financial Group, LLC 3
Liberty All Star Growth Fund Inc. 3
Jessup Wealth Management, Inc 3
Tcw Strategic Income Fund Inc 3
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 3
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 3
PGSLX - PRINCIPAL FUNDS, INC. - Global Sustainable Listed Infrastructure Fund Institutional Class 3
Beaumont Financial Advisors, LLC 3
Virginia Estate & Retirement Planning Advisors Inc. 3
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 3
Icon Wealth Advisors, LLC 3
Crescent Sterling, Ltd. 3
Catalyst Financial Partners Llc 3
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 3
Delaware Enhanced Global Dividend & Income Fund 3
Creative Capital Management Investments LLC 3
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 3
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 3
BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF 3
STRV - EA Series Trust - Strive 500 ETF 3
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 3
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 3
HYLD - Exchange Listed Funds Trust - High Yield ETF 3
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 3
Deutsche Value Series, Inc 3
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 3
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares 3
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 3
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 3
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 3
Horizon Kinetics LLC 3
Universal- Beteiligungs- und Servicegesellschaft mbH 3
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A 3
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 3
Brewin Dolphin Wealth Management Ltd 3
Tulsa Wealth Advisors, INC 3
Fdp Series, Inc. 3
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 3
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 3
Czech National Bank 3
Burk Holdings LLC 3
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 3
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 3
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 3
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 3
Stone Ridge Trust Iii 3
Oppenheimer Global Multi-asset Growth Fund 3
Holderness Investments Co 3
Oppenheimer Series Fund 3
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 3
Winnow Wealth Llc 3
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 3
Holos Integrated Wealth LLC 3
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 3
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 3
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 3
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 3
Affinity Capital Advisors, LLC 3
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 3
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 3
Tfs Capital Investment Trust 3
Buffington Mohr McNeal 3
BTC Capital Management, Inc. 3
WealthPlan Investment Management, LLC 3
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO 3
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 3
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 3
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 3
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 3
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 3
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 3
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 3
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 3
Richard C. Young & CO., LTD. 3
Mfs Multimarket Income Trust 3
AMG National Trust Bank 3
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 3
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares 3
Monarch Partners Asset Management LLC 3
Investment House Llc 3
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 3
Global Assets Advisory, LLC 3
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 3
WCG Wealth Advisors LLC 3
Quantum Financial Advisors, LLC 3
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 3
Franklin Templeton International Trust 3
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 3
FSM Wealth Advisors, LLC 3
Grayhawk Investment Strategies Inc. 3
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 3
Duff & Phelps Utility & Corporate Bond Trust Inc 3
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 3
Scarborough Advisors, LLC 3
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 3
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 3
Legg Mason Bw Global Income Opportunities Fund Inc. 3
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 3
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 3
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 3
EdgeRock Capital LLC 3
Castle Wealth Management Llc 3
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 3
Greenfield Savings Bank 3
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 3
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 3
Verus Financial Partners, Inc. 3
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 3
Calamos Global Dynamic Income Fund 3
Calamos Strategic Total Return Fund 3
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 3
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 3
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 3
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 3
Cambient Family Office, Llc 3
Glazer Capital, Llc 3
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 3
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 3
Turner Funds 3
Heritage Financial Services, LLC 3
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 3
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 3
Evermay Wealth Management Llc 3
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class 3
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 3
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 3
Partners Group Private Equity (master Fund), Llc 3
Oppenheimer Global Strategic Income Fund 3
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 3
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 3
Simply Money Advisors 3
Insight Select Income Fund 3
HORAN Wealth, LLC 3
Saudi Central Bank 3
Martin Investment Management, LLC 3
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 3
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 3
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 3
Boys Arnold & Co Inc 3
Quantum Private Wealth, LLC 3
First National Bank Sioux Falls 3
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 3
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 3
L.m. Kohn & Company 3
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 3
Minot DeBlois Advisors LLC 3
Wedge Capital Management L L P/nc 3
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 3
Pinnacle Advisory Group, Inc. 3
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 3
Beaird Harris Wealth Management, LLC 3
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 3
Angeles Wealth Management, Llc 3
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares 3
Perritt Capital Management Inc 3
Beach Investment Counsel Inc/pa 3
Peloton Wealth Strategists 3
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 3
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 3
EHP Funds Inc. 3
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 3
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 3
Resurgent Financial Advisors LLC 3
SS&H Financial Advisors, Inc. 3
Worth Asset Management, LLC 3
Sage Investment Advisers LLC 3
Empirical Asset Management, LLC 3
Offit Capital Advisors Llc 3
LGT Group Foundation 3
LGT Fund Management Co Ltd. 3
Cypress Wealth Services, LLC 3
Monument Capital Management 3
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 3
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 3
Safeguard Financial, LLC 3
Sanctuary Wealth Management, L.L.C. 3
Trilogy Capital Inc. 3
Biechele Royce Advisors 3
Strengthening Families & Communities, LLC 3
Holistic Financial Partners 3
LexAurum Advisors, LLC 3
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 3
Accredited Wealth Management, LLC 3
Taylor Hoffman Wealth Management 3
CrossGen Wealth, LLC 3
Uncommon Cents Investing LLC 3
Covalis Capital Llp 3
Evelyn Partners Investment Management LLP 3
Advanced Asset Management Advisors Inc 3
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 3
Sanchez Wealth Management Group 3
Garton & Associates Financial Advisors LLC 3
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 3
Oak Grove Capital LLC 3
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 3
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 3
Midwest Professional Planners, LTD. 3
Poehling Capital Management, LLC 3
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 3
James Hambro & Partners 3
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 3
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 3
Skye Global Management LP 3
Alphasimplex Group, Llc 3
Unio Capital LLC 3
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 3
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6 3
Roehl & Yi Investment Advisors, LLC 3
SPC Financial, Inc. 3
Financial Engines Advisors L.L.C. 3
Blackhawk Capital Partners LLC. 3
Providence Capital Advisors, LLC 3
Bill Few Associates, Inc. 3
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 3
Thames Capital Management Llc 3
Precision Path Capital, Lp 3
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 3
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 3
MainStreet Investment Advisors LLC 3
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 3
Pfs Investments Inc. 3
Dynasty Wealth Management, Llc 3
Weil Company, Inc. 3
Jackson Wealth Management, LLC 3
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 3
Virtue Capital Management, LLC 3
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 3
Kendall Capital Management 3
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 3
New Potomac Partners, LLC 3
SYM FINANCIAL Corp 3
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 3
Paulson Wealth Management Inc. 3
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 3
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 3
Abacus Planning Group, Inc. 3
RDST Capital LLC 3
Byrne Asset Management LLC 3
Winthrop Partners - Wny, Llc 3
Burleson & Company, LLC 3
Richwood Investment Advisors, LLC 3
Oak Harbor Wealth Partners, Llc 3
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 3
Raleigh Capital Management Inc. 3
Stokes Capital Advisors, LLC 3
BARING ASSET MANAGEMENT Ltd 3
Signature Wealth Management Group 3
First Community Trust Na 3
Autumn Glory Partners, LLC 3
F3Logic, LLC 3
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 3
Cache Advisors, LLC 3
Pathway Financial Advisors LLC 3
Vision Financial Markets Llc 3
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 3
Silvant Capital Management LLC 3
Deuterium Capital Management, LLC 3
Change Path, LLC 3
Sarasin & Partners LLP 3
Corton Capital Inc. 3
Krane Funds Advisors LLC 3
Stewardship Financial Advisors, LLC 3
Delphia (USA) Inc. 3
Howard Capital Management Inc. 3
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 3
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 3
Nicola Wealth Management Ltd. 3
Cynosure Advisors, Llc 3
Greenline Partners, LLC 3
Maj Invest Holding A/S 3
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 3
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 3
Vetamer Capital Management, L.p. 3
CTC Capital Management, LLC 3
Lannebo Fonder Ab 3
Cox Capital Mgt LLC 3
Schwartz Investment Counsel Inc 3
Delta Accumulation, LLC 3
Cozad Asset Management Inc 3
LFA - Lugano Financial Advisors SA 3
Guardian Wealth Advisors, Llc / Nc 3
Investment Partners, Ltd. 3
Sagefield Capital LP 3
RMG Wealth Management LLC 3
Portfolio Strategies, Inc. 3
United Capital Management of KS, Inc. 3
Selective Wealth Management, Inc. 3
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 3
SPX Equities Gestao de Recursos Ltda 3
Financial Connections Group, Inc. 3
Hennessy Advisors Inc 3
B. Metzler seel. Sohn & Co. AG 3
HighMark Wealth Management LLC 3
Fulton Breakefield Broenniman Llc 3
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 3
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 3
PPM Funds - PPM Floating Rate Income Fund (Inst) 3
Northeast Investment Management 3
Delta Investment Management, LLC 3
Sonora Investment Management Group, LLC 3
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 3
Inlet Private Wealth, LLC 3
Wambolt & Associates, LLC 3
Bar Harbor Trust Services 3
Integrated Wealth Counsel, Llc 3
Signet Investment Advisory Group, Inc. 3
Joseph Group Capital Management 3
Blue Sparrow, LLC /DE 3
Hardy Reed LLC 3
Proffitt & Goodson Inc 3
Prosperity Consulting Group, LLC 3
Brooks, Moore & Associates, Inc. 3
Elwood & Goetz Wealth Advisory Group, LLC 3
Confluence Wealth Services, Inc. 3
Angeles Investment Advisors, LLC 3
Tcg Advisors, Lp 3
Strategic Investment Advisors / MI 3
Mizuho Securities Usa Llc 3
Garrison Point Advisors, Llc 3
Fractal Investments LLC 3
VELA Investment Management, LLC 3
Covea Finance 3
Paradigm Financial Partners, Llc 3
Apexium Financial, Lp 3
Stratos Wealth Advisors, LLC 3
Sound View Wealth Advisors, Llc 3
Aptus Capital Advisors, LLC 3
Pine Haven Investment Counsel, Inc 3
Truehand, Inc 3
TrinityPoint Wealth, LLC 3
Mizuho Securities Co. Ltd. 3
Ascent Wealth Partners, LLC 3
Gladstone Institutional Advisory LLC 3
Private Portfolio Partners Llc 3
Sepio Capital, LP 3
MBE Wealth Management, LLC 3
GraniteShares Advisors LLC 3
SlateStone Wealth, LLC 3
Capital Market Strategies LLC 3
Sandy Cove Advisors, LLC 3
Fairhaven Wealth Management, LLC 3
Steward Financial Group LLC 3
Grimes & Company, Inc. 3
Fsb Premier Wealth Management, Inc. 3
Ostrum Asset Management 3
Campbell Wealth Management 3
Ostrum Asset Management U.s., Llc 3
O'Shares Investment Advisers, LLC 3
Cedar Mountain Advisors, LLC 3
Kathleen S. Wright Associates Inc. 3
Fortem Financial Group, Llc 3
Actinver Wealth Management, Inc. 3
Frisch Financial Group, Inc. 3
Ignite Planners, LLC 3
Heartwood Wealth Advisors LLC 3
Aull & Monroe Investment Management Corp 3
Peterson Wealth Services 3
Penobscot Investment Management Company, Inc. 3
Capital Financial Planning, LLC 3
Mar Vista Investment Partners Llc 3
Riverwater Partners LLC 3
Bernardo Wealth Planning LLC 3
Human Investing LLC 3
Manchester Financial Inc 3
BT Wealth Management LLC 3
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 3
Tuscan Ridge Asset Management Llc 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 3
Peachtree Investment Partners, LLC 3
Capital Research Global Investors 3
Lake Point Wealth Management 3
Wayfinding Financial, LLC 3
IFC Holdings Incorporated/FL 3
Claris Advisors, Llc / Mo / 3
Van Leeuwen & Company, LLC 3
Quilter Plc 3
Centric Wealth Management 3
Atwater Malick LLC 3
Meadow Creek Wealth Advisors Llc 3
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF 3
Highview Capital Management LLC/DE/ 3
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 3
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 3
Shorepoint Capital Partners LLC 3
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 3
Oak Thistle LLC 3
RVW Wealth, LLC 3
Hendershot Investments Inc. 3
Patriot Investment Management Inc. 3
Cornerstone Wealth Group, LLC 3
Fundamentun, Llc 3
Nicolet Advisory Services, Llc 3
Telos Capital Management, Inc. 3
Filbrandt Wealth Management, LLC 3
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 3
LRT Capital Management, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 3
Baldrige Asset Management LLC 3
Horizon Kinetics Asset Management Llc 3
Wedmont Private Capital 3
EVNT - AltShares Trust - AltShares Event-Driven ETF 3
Thor Advisors, Llc 3
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 3
Toews Corp /adv 3
Alpine Associates Management Inc. 3
1015 Capital Partners, LLC 3
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 3
Legend Financial Advisors, Inc. 3
Tranquility Partners, LLC 3
Leap Investments Lp 3
MidWestOne Financial Group, Inc. 3
Keudell/Morrison Wealth Management 3
Defiance ETFs, LLC 3
Guggenheim Equal Weight Enhanced Equity Income Fund 3
Rothschild & Co Wealth Management UK Ltd 3
Vickerman Investment Advisors, Inc. 3
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 3
JB Capital LLC 3
Columbia Funds Variable Insurance Trust I 3
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF 3
Leisure Capital Management 3
Seven Bridges Advisors LLC 3
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 3
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3
Ardsley Advisory Partners Lp 3
Cedar Wealth Management, LLC 3
Principled Equity Market Fund 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 3
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class 3
ARS Wealth Advisors Group, LLC 3
Delaware Management Holdings, Inc. 3
Five Oceans Advisors 3
Parametric Market Neutral Portfolio 3
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 3
Charles Schwab Trust Co 3
Candlestick Capital Management LP 3
Alaska Permanent Fund Corp 3
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 3
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 3
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 3
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 3
Growth Fund Of America 3
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 3
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 3
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 3
CA Family Wealth, LLC 3
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 3
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 3
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 3
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 3
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 3
Eisler Capital (UK) Ltd. 3
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 3
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A 3
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 3
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 3
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 3
PNC Managed Account Solutions, Inc. 3
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 3
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 3
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class 3
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 3
PBMares Wealth Management LLC 3
Pinnacle Wealth Advisors 3
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 3
Counterpoint Mutual Funds LLC 3
FirstMerit Bank N A Trustee 3
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 3
Brookfield Public Securities Group LLC 3
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 3
Bank of New Hampshire 3
Y.D. More Investments Ltd 3
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 3
Samalin Investment Counsel, LLC 3
Blueprint Investment Partners LLC 3
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 3
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 3
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 3
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares 3
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 3
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 3
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 3
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 3
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 3
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 3
Jnl Series Trust - Jnl/causeway International Value Select Fund (a) 3
Leelyn Smith, LLC 3
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 3
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 3
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 3
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 3
Jnl Series Trust - Jnl/mellon International Index Fund (a) 3
1248 Management, LLC 3
Gries Financial Llc 3
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 3
Hennion & Walsh Asset Management, Inc. 3
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 3
Pallas Capital Advisors LLC 3
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 3
Putney Financial Group LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 3
AXS Investments LLC 3
Navalign, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 3
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 3
One + One Wealth Management, Llc 3
NOINX - Northern Funds - Northern International Equity Index Fund 3
Connectus Wealth, LLC 3
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 3
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 3
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 3
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 3
Humankind Benefit Corp - Humankind US Stock ETF 3
Systematic Alpha Investments, LLC 3
South Shore Capital Advisors 3
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 3
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 3
Beacon Capital Management, Inc. 3
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 3
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 3
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 3
Everhart Financial Group, Inc. 3
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 3
Griffin Asset Management, Inc. 3
Baron Silver Stevens Financial Advisors, Llc 3
LZFIX - LAZARD FUNDS INC - Lazard Equity Franchise Portfolio Institutional Shares 3
Lorne Steinberg Wealth Management Inc. 3
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 3
Tru Independence Asset Management 2, Llc 3
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 3
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 3
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 3
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 3
44 Wealth Management Llc 3
General Motors Investment Management Corp 3
Patron Partners Advisors, Llc 3
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 3
BlackRock Credit Strategies Fund 3
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 3
Odyssean, LLC 3
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares 3
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 3
BCV Asset Management Inc. 3
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 3
Main Street Financial Solutions, LLC 3
Advanced Series Trust - Ast Mid-cap Growth Portfolio 3
Luken Investment Analytics, LLC 3
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 3
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 3
Orion Capital Management LLC 3
West Bancorporation Inc 3
Colonial River Wealth Management, LLC 3
Gallo Partners, LP 3
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 3
Meketa Investment Group Inc /adv 3
Outfitter Financial LLC 3
Safeguard Investment Advisory Group, LLC 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 3
Houlihan Financial Resource Group, Ltd. 3
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 3
Mountain Pacific Investment Advisers Inc/id 3
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 3
One Charles Private Wealth Services, LLC 3
Cloverfields Capital Group, Lp 3
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 3
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 3
Hoese & Co LLP 3
Alpha DNA Investment Management LLC 3
DHJJ Financial Advisors, Ltd. 3
Maltin Wealth Management, Inc. 3
Constitution Capital LLC 3
MBL Wealth, LLC 3
Simmons First Trust Co Na 3
Green Harvest Asset Management LLC 3
Consultiva Wealth Management, Corp. 3
Ade, Llc 3
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 3
Sovereign Financial Group, Inc. 3
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 3
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 3
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 3
Mcdonald Partners Llc 3
Legacy Capital Wealth Partners, LLC 3
Investment Counselors Of Maryland Llc 3
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 3
Sax Wealth Advisors, Llc 3
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 3
Mayfair Advisory Group, LLC 3
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 3
Marks Group Wealth Management, Inc 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 3
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 3
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 3
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 3
Synergy Financial Management, LLC 3
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 3
Distillate Capital Partners LLC 3
First Pacific Advisors, LP 3
Mogy Joel R Investment Counsel Inc 3
11 Capital Partners LP 3
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 3
Inspire Advisors, LLC 3
Hohimer Wealth Management, Llc 3
Charter Oak Capital Management, LLC 3
Pointe Capital Management LLC 3
Dv Equities, Llc 3
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 3
qPULA Trading Management LP 3
Dsm Capital Partners Llc 3
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 3
TCG Advisory Services, LLC 3
Waters Parkerson & Co., Llc 3
Monterey Private Wealth, Inc. 3
Montgomery Investment Management Inc 3
Allegiant Private Advisors, LLC 3
Nova Wealth Management, Inc. 3
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 3
Anfield Capital Management, LLC 3
Accretive Wealth Partners, LLC 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 3
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 3
Cerro Pacific Wealth Advisors LLC 3
Sterling Financial Planning, Inc. 3
Montis Financial, LLC 3
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 3
Merrion Investment Management Co, LLC 3
Connolly Sarah T. 3
Wd Rutherford Llc 3
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 3
Rakuten Investment Management, Inc. 3
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 3
Bordeaux Wealth Advisors LLC 3
Stenahm Asset Managment Ltd 3
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 3
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 3
Waypoint Wealth Partners Inc. 3
Bellwether Advisors, LLC 3
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 3
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 3
CIVVX - Causeway Capital Management Trust - Causeway International Value Fund - Investor Class 3
PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P 3
Sand Grove Capital Management LLP 3
Legacy Financial Group LLC 3
McLean Asset Management Corp 3
Accel Wealth Management 3
MTM Investment Management, LLC 3
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 3
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 3
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 3
IFS Advisors, LLC 3
TrueWealth Advisors, LLC 3
Kinloch Capital, LLC 3
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 3
Clearview Wealth Advisors LLC 3
Aris Wealth Services, Inc. 3
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 3
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 3
Lloyd Advisory Services, LLC. 3
Foster Group, Inc. 3
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 3
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 3
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 3
Northstar Advisory Group, LLC 3
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 3
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 3
Azimuth Capital Management LLC 3
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 3
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 3
Soltis Investment Advisors LLC 3
Novare Capital Management Llc 3
Austin Private Wealth, LLC 3
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 3
Sands Capital Management, Llc 3
Southeast Asset Advisors Inc. 3
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 3
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 3
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 3
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 3
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 3
Family Firm, Inc. 3
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 3
Ccm Investment Group, Llc 3
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 3
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 3
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 3
Asset Allocation & Management Company, LLC 3
Horizon Financial Services, Llc 3
Cornerstone Advisors, LLC 3
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 3
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 3
Planned Solutions, Inc. 3
Cypress Capital Management Llc 3
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 3
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 3
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 3
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 3
Wills Financial Group LLC 3
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 3
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 3
Pettee Investors, Inc. 3
Trellus Management Company, LLC 3
Madison Asset Management, LLC 3
Tennessee Valley Asset Management Partners 3
XXEC, Inc. 3
Holloway Wealth Management, LLC 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 3
Fisher Funds Management LTD 3
Mb, Levis & Associates, Llc 3
Bank OZK 3
Live Oak Private Wealth LLC 3
L2 Asset Management, LLC 3
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 3
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 3
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class 3
BW Gestao de Investimentos Ltda. 3
Aster Investment Management Co Inc 3
Progressive Investment Management Corp 3
Genworth Financial Inc 3
Advanced Investment Partners, LLC 3
StellarOne CORP 3
Bel Air Investment Advisors Llc 3
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 3
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 3
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II 3
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 3
Signature Equity Partners, LLC 3
Gleason Group, Inc. 3
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 3
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 3
Rockbridge Investment Management, LCC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 3
Intrua Financial, LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 3
Atlas Private Wealth Advisors 3
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 3
Horizon Funds - HORIZON EXPEDITION PLUS ETF 3
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 3
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 3
National Penn Investors Trust Co /pa 3
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 3
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 3
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 3
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 3
Dillon & Associates Inc 3
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 3
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 3
WIEFX - BOSTON TRUST WALDEN FUNDS - Walden International Equity Fund 3
Sustainable Growth Advisers, LP 3
Gilman Hill Asset Management, LLC 3
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 3
Sprott Inc. 3
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A 3
Resonant Capital Advisors, LLC 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 3
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 3
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class 3
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 3
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 3
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 3
Aberdeen Wealth Management LLC 3
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 3
Lowell Blake & Associates Inc. 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 3
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 3
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 3
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 3
AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D 3
Legato Capital Management LLC 3
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 3
Investment Research & Advisory Group, Inc. 3
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 3
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 3
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 3
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 3
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 3
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 3
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 3
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 3
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 3
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 3
Hermes Investment Management Ltd 3
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 3
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 3
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 3
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 3
Shufro Rose & Co Llc 3
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 3
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 3
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 3
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 3
FSAIX - FIDELITY SELECT PORTFOLIOS - Air Transportation Portfolio 3
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 3
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 3
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 3
JPMV - iSHARES TRUST - iShares Edge MSCI Min Vol Japan ETF 3
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 3
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 3
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 3
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 3
Mufg Securities Americas Inc. 3
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 3
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 3
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 3
Yukon Wealth Management, Inc. 3
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 3
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 3
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 3
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 3
Fortaleza Asset Management Inc/ 3
Burnham Asset Management Corp /ny/ 3
WCMGX - Investment Managers Series Trust - WCM Focused Global Growth Fund Institutional Class 3
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 3
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 3
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 3
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 3
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 3
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 3
Wright Investors Service Inc 3
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 3
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 3
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 3
Tiaa Cref Trust Co Fsb/mo 3
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 3
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 3
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 3
Wedgewood Investors Inc /pa/ 3
Pitcairn Wealth Advisors LLC 3
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 3
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 3
Kanawha Capital Management Llc 3
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 3
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 3
Raiffeisen Bank International AG 3
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 3
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 3
Savior LLC 3
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 3
Passport Capital, LLC 3
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 3
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 3
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 3
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 3
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 3
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 3
Relyea Zuckerberg Hanson LLC 3
Belmont Capital, LLC 3
Silicon Hills Wealth Management, LLC 3
55i, Llc 3
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 3
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 3
CPI - IndexIQ ETF Trust - IQ Real Return ETF 3
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 3
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 3
Whalerock Point Partners, Llc 3
Callahan Advisors, LLC 3
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 3
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 3
Point View Wealth Management, Inc. 3
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 3
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 3
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A 3
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class 3
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 3
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 3
Master's Wealth Management Inc. 3
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 3
Diligent Investors, LLC 3
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 3
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 3
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 3
HSBC FUNDS - HSBC Strategic Income Fund Class A 3
Barnes Dennig Private Wealth Management LLC 3
Shepherd Kaplan Krochuk, Llc 3
Canada Post Corp Registered Pension Plan 3
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 3
Tribune Investment Group LP 3
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 3
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 3
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 3
Tfo-tdc, Llc 3
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 3
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 3
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 3
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 3
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 3
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 3
Beacon Trust Co 3
Quest 10 Wealth Builders, Inc. 3
High Point Bank & Trust Co 3
High Pointe Capital Management Llc 3
Sagespring Wealth Partners, Llc 3
Acumen Wealth Advisors, LLC 3
WestEnd Advisors, LLC 3
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 3
Mercer Capital Advisers, Inc. 3
Wilkerson Advisory Group LLC 3
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 3
Angelo Gordon & Co., L.p. 3
Sandell Asset Management Corp 3
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 3
Thompson Investment Management, Inc. 3
Richards, Merrill & Peterson, Inc. 3
Resona Asset Management Co.,Ltd. 3
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 3
Tufton Capital Management 3
Monroe Bank & Trust/mi 3
Trust Co Of Virginia /va 3
Partners in Financial Planning 3
Osmosis Investment Management UK Ltd 3
Maridea Wealth Management LLC 3
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 3
WealthTrak Capital Management LLC 3
denkapparat Operations GmbH 3
Heathbridge Capital Management Ltd. 3
Morey & Quinn Wealth Partners, LLC 3
Camelot Portfolios, LLC 3
Crowley Wealth Management, Inc. 3
TopTier Wealth Management, LLC 3
Guardian Partners Inc. 3
Schmidt P J Investment Management Inc 3
Lodestar Investment Counsel Llc/il 3
Kiker Wealth Management, LLC 3
VSM Wealth Advisory, LLC 3
CHURCHILL MANAGEMENT Corp 3
Flagship Wealth Advisors, Llc 3
Lsv Asset Management 3
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 3
IMG Wealth Management, Inc. 3
Gwn Securities Inc. 3
Wellington Shields & Co., LLC 3
Sterling Investment Management, Inc. 3
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 3
Thomasville National Bank 3
Argentiere Capital Ag 3
Spectrum Asset Management, Inc. (NB/CA) 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
Atala Financial Inc 3
Capital Management Associates /ny/ 3
Rockland Trust Co 3
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 3
Douglas C. Lane & Associates, Inc. 3
Osborne Partners Capital Management, Llc 3
United Bank, Inc. 3
Gw Henssler & Associates Ltd 3
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 3
Impact Capital Partners LLC 3
Clare Market Investments LLC 3
Rialto Wealth Management, LLC 3
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 3
Horrell Capital Management, Inc. 3
Eagle Ridge Investment Management 3