Accident and Health Insurance - 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 45
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 41
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 31
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 31
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 31
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 30
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 28
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 26
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 25
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 25
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 24
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 23
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 22
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 21
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 21
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 21
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 20
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 19
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 18
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 17
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 17
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 17
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 16
RFXIX - Mutual Fund & Variable Insurance Trust - Rational Special Situations Income Fund Institutional Shares 15
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 15
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 15
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 15
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 14
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 14
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 14
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 14
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 13
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 13
MASTER BOND LLC - Master Total Return Portfolio 12
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 12
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 12
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 12
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 12
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 12
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 11
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 11
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 11
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 11
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 11
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 11
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 11
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 11
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 11
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 10
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 10
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 10
Ameriprise Financial Inc 10
RCTRX - Trust for Advised Portfolios - Regan Total Return Income Fund Investor Class 10
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 10
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 10
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 10
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 10
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 10
Citadel Advisors Llc 9
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 9
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 9
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 9
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 9
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 9
UBS Group AG 9
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 9
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 9
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 9
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 9
Jane Street Group, Llc 9
Jpmorgan Chase & Co 9
RCTRX - Advisor Managed Portfolios - Regan Total Return Income Fund Investor Class 9
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 9
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 9
Deutsche Bank Ag\ 9
Six Circles Trust - Six Circles Global Bond Fund 9
Vanguard Group Inc 9
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 9
California Public Employees Retirement System 8
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 8
Advisors Asset Management, Inc. 8
Tiaa Cref Investment Management Llc 8
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 8
Parametric Portfolio Associates Llc 8
Ubs Ag 8
Hancock Whitney Corp 8
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 8
Arrowstreet Capital, Limited Partnership 8
BlackRock Investment Management, LLC 8
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 8
PEAK6 Investments, L.P. 8
BlackRock Fund Advisors 8
Bessemer Group Inc 8
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 8
Allianz Asset Management GmbH 8
D. E. Shaw & Co., Inc. 8
Royal Bank Of Canada 8
Proequities, Inc. 8
Northern Trust Co Of Connecticut 8
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 8
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 8
Citigroup Inc 8
California State Teachers Retirement System 8
Simplex Trading, Llc 8
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 8
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 8
Dupont Capital Management Corp 8
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 8
Wolverine Asset Management Llc 8
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 8
State Street Corp 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 8
Susquehanna International Group, Llp 8
BlackRock, Inc. 8
Bank Of America Corp /de/ 8
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 8
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 8
New York State Common Retirement Fund 8
Norges Bank 8
Principal Funds Inc 8
Millennium Management Llc 8
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 8
SG Americas Securities, LLC 8
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 8
Morgan Stanley 8
Wells Fargo & Company/mn 8
Tower Research Capital LLC (TRC) 8
Pnc Financial Services Group, Inc. 8
Dimensional Fund Advisors Lp 8
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 8
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 8
Sterling Capital Management LLC 8
Bnp Paribas Arbitrage, Sa 8
Westpac Banking Corp 8
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 8
American International Group, Inc. 8
Northern Trust Corp 8
Victory Capital Management Inc 7
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 7
Lsv Asset Management 7
Fmr Llc 7
State Board Of Administration Of Florida Retirement System 7
Price T Rowe Associates Inc /md/ 7
Renaissance Technologies Llc 7
Managed Account Advisors Llc 7
QS Investors, LLC 7
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 7
Timber Hill LLC 7
Shell Asset Management Co 7
O'shaughnessy Asset Management, Llc 7
IFP Advisors, Inc 7
Goldman Sachs Group Inc 7
AMP Capital Investors Ltd 7
Gsa Capital Partners Llp 7
Nationwide Fund Advisors 7
Aperio Group, LLC 7
Kcg Holdings, Inc. 7
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 7
MUFG Americas Holdings Corp 7
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 7
Bank of New York Mellon Corp 7
Capital Fund Management S.a. 7
Teachers Advisors, Llc 7
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 7
Cambria Investment Management, L.P. 7
Walleye Trading LLC 7
Prelude Capital Management, Llc 7
Legal & General Group Plc 7
Jacobs Levy Equity Management, Inc 7
Brandywine Global Investment Management, LLC 7
Panagora Asset Management Inc 7
ClariVest Asset Management LLC 7
Schroder Investment Management Group 7
Tudor Investment Corp Et Al 7
Alliancebernstein L.p. 7
Cubist Systematic Strategies, LLC 7
Thrivent Financial For Lutherans 7
Prudential Financial Inc 7
Deere & Co 7
Charles Schwab Investment Management Inc 7
AHL Partners LLP 7
Hsbc Holdings Plc 7
Axa S.a. 7
Us Bancorp \de\ 7
SAC Capital Advisors LP 7
Marshall Wace, Llp 7
Barclays Plc 7
Cutler Group LP 7
Federated Hermes, Inc. 7
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 7
Glenmede Trust Co Na 7
Teacher Retirement System Of Texas 7
BlackRock Institutional Trust Company, N.A. 7
Grantham, Mayo, Van Otterloo & Co. LLC 7
Nordea Investment Management Ab 7
Nomura Holdings Inc 7
Fuller & Thaler Asset Management, Inc. 7
Los Angeles Capital Management Llc 7
Two Sigma Investments, Lp 7
Geode Capital Management, Llc 7
Vanguard World Fund 7
Ellington Management Group Llc 7
Paloma Partners Management Co 7
Bridgeway Capital Management Inc 7
Old Mutual Global Investors (UK) Ltd. 7
Principal Financial Group Inc 7
Guggenheim Capital Llc 7
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 7
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 7
Nuveen Asset Management, LLC 7
Ubs Asset Management Americas Inc 7
United Services Automobile Association 7
Calamos Advisors LLC 7
ProShare Advisors LLC 7
Alberta Investment Management Corp 7
Robeco Institutional Asset Management B.V. 7
Envestnet Asset Management Inc 7
Engineers Gate Manager LP 7
Vanguard Index Funds 7
Balyasny Asset Management Llc 7
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 7
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 7
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 7
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 7
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 7
Cwm, Llc 7
Credit Suisse Ag/ 7
American Century Companies Inc 7
Sofos Investments, Inc. 7
Zacks Investment Management 7
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 7
Zurcher Kantonalbank (Zurich Cantonalbank) 7
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 7
Chicago Equity Partners Llc 7
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 7
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 7
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 7
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 7
Hudson Bay Capital Management LP 7
Dynamic Technology Lab Private Ltd 7
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 7
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 7
New York State Teachers Retirement System 7
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 7
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 7
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 7
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 7
Bank Of Montreal /can/ 7
Rhumbline Advisers 7
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 7
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 7
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 7
First Trust Advisors Lp 7
Macquarie Group Ltd 7
Aqr Capital Management Llc 7
Acadian Asset Management Llc 7
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 7
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 7
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 7
Putnam Investments Llc 7
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 7
Creative Planning 7
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 7
Invesco Ltd. 7
Swiss National Bank 7
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 7
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 7
Clear Street Markets Llc 7
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 7
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 7
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 7
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 7
Sei Investments Co 7
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 7
Arizona State Retirement System 7
Group One Trading, L.p. 7
Manufacturers Life Insurance Company, The 7
Hbk Investments L P 7
Ladenburg Thalmann Financial Services Inc 7
Metropolitan Life Insurance Co/ny 7
Franklin Resources Inc 7
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 7
Voya Investment Management Llc 7
Bowling Portfolio Management LLC 7
First Horizon Advisors, Inc. 7
State Of Wisconsin Investment Board 7
BlackRock Group LTD 7
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 7
Ajo, Lp 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 7
Stevens Capital Management Lp 7
Russell Frank Co/ 7
General Motors Investment Management Corp 7
Canada Pension Plan Investment Board 7
BlackRock Advisors LLC 7
Meeder Asset Management Inc 7
PDT Partners, LLC 7
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 7
Squarepoint Ops LLC 7
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 7
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 7
Jefferies Group LLC 7
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 7
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 7
Oakbrook Investments Llc 6
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 6
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 6
Advisor Group Holdings, Inc. 6
Candriam Luxembourg S.C.A. 6
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 6
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 6
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 6
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 6
Johnson Financial Group, Inc. 6
Boston Partners 6
Janney Montgomery Scott LLC 6
Jane Street Holding, LLC 6
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 6
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 6
First Citizens Bank & Trust Co 6
RidgeWorth Capital Management LLC 6
Keybank National Association/oh 6
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 6
Menta Capital Llc 6
M&t Bank Corp 6
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 6
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 6
Verition Fund Management LLC 6
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 6
Qs Batterymarch Financial Management, Inc 6
World Asset Management Inc 6
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 6
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 6
Assured Investment Management LLC 6
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 6
Point72 Hong Kong Ltd 6
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 6
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 6
Sei Trust Co 6
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 6
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 6
Denver Investment Advisors Llc 6
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 6
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 6
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 6
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 6
Comerica Bank 6
PENN SERIES FUNDS INC - International Equity Fund 6
CenterStar Fund, LLC 6
Parkside Financial Bank & Trust 6
Old Mutual Customised Solutions (proprietary) Ltd 6
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 6
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 6
Capstone Asset Management Co 6
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 6
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 6
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 6
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 6
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 6
Man Investments Ltd 6
Mackenzie Financial Corp 6
Oppenheimer Etf Trust 6
Tcw Strategic Income Fund Inc 6
Northwestern Mutual Wealth Management Co 6
Oxford Asset Management Llp 6
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 6
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 6
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 6
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 6
Ing Groep Nv 6
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 6
Thompson Siegel & Walmsley Llc 6
Vanguard Horizon Funds 6
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 6
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 6
Public Employees Retirement Association Of Colorado 6
Public Employees Retirement System Of Ohio 6
VDAFX - VALIC Co I - Dynamic Allocation Fund 6
NOSGX - Northern Funds - Northern Small Cap Value Fund 6
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 6
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 6
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 6
Credit Agricole S A 6
Flaherty & Crumrine Total Return Fund Inc 6
Flaherty & Crumrine Preferred Income Fund Inc 6
Campbell & CO Investment Adviser LLC 6
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 6
Delphi Private Advisors LLC 6
Convergence Investment Partners, LLC 6
Advisor Group, Inc. 6
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 6
Flaherty & Crumrine Preferred Securities Income Fund Inc 6
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 6
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 6
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 6
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 6
Walleye Capital LLC 6
Virtu Financial LLC 6
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 6
Ameritas Investment Partners, Inc. 6
Denali Advisors Llc 6
Numeric Investors Llc 6
Mason Street Advisors, Llc 6
Raymond James & Associates 6
Quantbot Technologies LP 6
Oppenheimer Funds Inc 6
Algebris Investments (UK) LLP 6
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 6
Rydex Etf Trust 6
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 6
Calvert Investment Management, Inc. 6
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 6
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 6
Assetmark, Inc 6
Vantagepoint Funds 6
Wellington Management Group Llp 6
Natixis 6
Seven Eight Capital, Lp 6
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 6
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 6
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 6
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 6
Strs Ohio 6
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 6
Advisory Services Network, LLC 6
Great West Life Assurance Co /can/ 6
Janus Capital Management Llc 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 6
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 6
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 6
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 6
Wbi Investments, Inc. 6
Oregon Public Employees Retirement Fund 6
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 6
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 6
Airain ltd 6
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 6
VTL Associates, LLC 6
Eqis Capital Management, Inc. 6
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 6
Marshall Wace North America L.P. 6
Landscape Capital Management, L.l.c. 6
Stifel Financial Corp 6
TCI Wealth Advisors, Inc. 6
Financial Gravity Companies, Inc. 6
Lazard Asset Management Llc 6
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 6
Winton Capital Group Ltd 6
Irish Life Investment Managers Ltd. 6
Clinton Group Inc 6
CENTRAL TRUST Co 6
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 6
Dreman Value Management, L L C 6
National Asset Management, Inc. 6
Cornerstone Capital Management Holdings Llc. 6
Zweig-DiMenna Associates LLC 6
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 6
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 6
Alpine Global Management, LLC 6
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 6
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 6
Blue Arrow Capital Management Llc 6
Fifth Third Bancorp 6
Commonwealth Bank Of Australia 6
KBC Group NV 6
Brown Advisory Inc 6
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 6
PineBridge Investments, L.P. 6
A.R.T. Advisors, LLC 6
Sonora Investment Management, LLC 6
LS Investment Advisors, LLC 6
Amalgamated Bank 6
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 6
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 6
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 6
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 6
Nisa Investment Advisors, Llc 6
Wealthfront Inc 6
Huntington National Bank 6
Ground Swell Capital, LLC 6
Teachers Retirement System Of The State Of Kentucky 6
Bryn Mawr Capital Management Inc 6
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 6
Connor, Clark & Lunn Investment Management Ltd. 6
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 6
Mizuho Trust & Banking Co., Ltd. 6
BlackRock Japan Co. Ltd 6
Asset Management One Co., Ltd. 6
Hillsdale Investment Management Inc. 6
Bokf, Na 6
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 6
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 6
First Quadrant L P/ca 6
Adage Capital Partners Gp, L.l.c. 6
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 6
Rafferty Asset Management, LLC 6
Catalyst Capital Advisors LLC 6
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 6
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 6
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 6
Trexquant Investment LP 6
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 6
Neuberger Berman Group LLC 6
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 6
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 6
Stratos Wealth Partners, LTD. 6
Invictus RG Pte. Ltd. 6
MetLife Securities, Inc 6
Capstone Investment Advisors, Llc 6
DPFAX - Northern Lights Fund Trust - Deer Park Total Return Credit Fund Class A 6
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 6
Suntrust Banks Inc 6
SpiderRock Trading LLC 6
C M Bidwell & Associates Ltd 6
Absolute Return Capital, LLC 6
Handelsbanken Fonder AB 6
Vident Investment Advisory, LLC 6
State of Alaska, Department of Revenue 6
Parallax Volatility Advisers, L.P. 6
Municipal Employees' Retirement System of Michigan 6
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 6
Virginia Retirement Systems Et Al 6
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 6
Enterprise Financial Services Corp 6
OMERS ADMINISTRATION Corp 6
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 6
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 6
Two Sigma Securities, Llc 6
Two Sigma Advisers, Lp 6
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 6
Gideon Capital Advisors, Inc. 5
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 5
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 5
Nine Chapters Capital Management LLC 5
Acrospire Investment Management LLC 5
Globeflex Capital L P 5
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 5
FIL Ltd 5
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 5
Foresters Investment Management Company, Inc. 5
Regentatlantic Capital Llc 5
Burney Co/ 5
Element Capital Management Llc 5
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 5
LMR Partners LLP 5
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 5
First Mercantile Trust Co 5
NOBOX - Northern Funds - Northern Bond Index Fund 5
United Capital Financial Advisers, Llc 5
Interval Partners, LP 5
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 5
Cnh Partners Llc 5
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 5
National Planning Corp 5
Massmutual Trust Co Fsb/adv 5
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 5
FineMark National Bank & Trust 5
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 5
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 5
Qube Research & Technologies Ltd 5
Shelton Capital Management 5
Summit Global Investments 5
BNP Paribas Asset Management Holding S.A. 5
Analytic Investors, LLC 5
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 5
Whittier Trust Co 5
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 5
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 5
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 5
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 5
Tfs Capital Investment Trust 5
Louisiana State Employees Retirement System 5
Stone Ridge Asset Management LLC 5
Brown Brothers Harriman & Co 5
Retirement Systems of Alabama 5
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 5
Sunbelt Securities, Inc. 5
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 5
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 5
LBA Wealth Management, LLC 5
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 5
CIBC World Markets Inc. 5
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 5
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 5
Zions Bancorporation 5
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 5
Massachusetts Financial Services Co /ma/ 5
Jpmorgan Trust Iii 5
Private Trust Co Na 5
Compagnie Lombard Odier SCmA 5
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 5
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 5
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 5
Private Advisor Group, LLC 5
Bridgewater Associates, LP 5
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 5
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 5
Nuveen Preferred & Income Opportunities Fund 5
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 5
New England Securities Corp /MA/ 5
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 5
BlueCrest Capital Management Ltd 5
Caxton Associates Lp 5
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 5
State Of Michigan Retirement System 5
Princeton Alpha Management LP 5
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 5
MAI Capital Management 5
Lingohr & Partner Asset Management GmbH 5
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 5
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 5
Signaturefd, Llc 5
Assenagon Asset Management S.A. 5
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 5
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 5
Capital One, National Association 5
Hennessy Advisors Inc 5
Clark Capital Management Group, Inc. 5
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 5
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 5
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 5
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 5
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 5
Prudential Plc 5
Profunds - Profund Vp Oil & Gas 5
Mirae Asset Global Investments Co., Ltd. 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 5
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 5
Susquehanna Fundamental Investments, Llc 5
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 5
Jones Financial Companies Lllp 5
Tradeworx Inc. 5
Ontario Teachers Pension Plan Board 5
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 5
Captrust Financial Advisors 5
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 5
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 5
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 5
Knight Capital Group, Inc. 5
CenterStar Asset Management, LLC 5
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 5
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 5
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 5
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 5
Sawtooth Solutions, LLC 5
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 5
Quadrature Capital Ltd 5
BNP Paribas Investment Partners S.A. 5
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 5
Stux Capital Management, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 5
Caisse De Depot Et Placement Du Quebec 5
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 5
Forum Financial Management, LP 5
Mitsubishi UFJ Trust & Banking Corp 5
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 5
Skandinaviska Enskilda Banken AB (publ) 5
Wealthspire Advisors, L.P. 5
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 5
Proficio Capital Partners LLC 5
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 5
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 5
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 5
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 5
Munder Series Trust 5
Moneta Group Investment Advisors Llc 5
Leuthold Group, Llc 5
Highbridge Capital Management Llc 5
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 5
Spot Trading L.L.C 5
Kcm Investment Advisors Llc 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 5
Summit Trail Advisors, Llc 5
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 5
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 5
ExodusPoint Capital Management, LP 5
Cipher Capital LP 5
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 5
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 5
Gotham Asset Management, LLC 5
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 5
Golden State Wealth Management, LLC 5
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 5
Vestcor Inc 5
Daiwa Securities Group Inc. 5
Cornerstone Advisors, Inc. 5
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 5
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 5
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 5
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 5
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 5
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 5
Parkwood LLC 5
Hartford Investment Management Co 5
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 5
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 5
Barings Llc 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 5
Mutual Of America Capital Management Llc 5
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 5
Glassman Wealth Services 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 5
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 5
Breton Hill Capital Ltd. 5
IWV - iSHARES TRUST - iShares Russell 3000 ETF 5
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 5
Weiss Asset Management LP 5
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 5
Versant Capital Management, Inc 5
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 5
Natixis Advisors, L.p. 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 5
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 5
Piedmont Investment Advisors Llc 5
Livforsakringsbolaget Skandia, Omsesidigt 5
IBM Retirement Fund 5
GAM Holding AG 5
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 5
Ellevest, Inc. 5
Twin Tree Management, LP 5
Quantitative Investment Management, LLC 5
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 5
Equitec Proprietary Markets, Llc 5
Healthcare Of Ontario Pension Plan Trust Fund 5
Legg Mason Investment Counsel, LLC 5
Hrt Financial Lp 5
Curian Capital Llc 5
Bank Of Hawaii 5
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 5
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 5
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 5
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 5
State Farm Mutual Fund Trust 5
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 5
State of Tennessee, Treasury Department 5
Commerzbank Aktiengesellschaft /fi 5
State Farm Variable Product Trust 5
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 5
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 5
Smith Asset Management Group Lp 5
Advisors Preferred, LLC 5
FNY Managed Accounts LLC 5
Longfellow Investment Management Co Llc 5
Gargoyle Investment Advisor L.L.C. 5
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 5
Quantamental Technologies LLC 5
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 5
Pine River Capital Management L.P. 5
Liberty Mutual Group Asset Management Inc. 5
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 5
Wealthcare Capital Management Llc 5
Alps Advisors Inc 5
Evercore Wealth Management, LLC 5
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 5
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 5
IndexIQ Advisors LLC 5
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 5
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 5
Warren Averett Asset Management, LLC 5
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 5
FDx Advisors, Inc. 5
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 5
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 5
Securian Asset Management, Inc 5
APG Asset Management N.V. 5
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 5
Commonwealth Equity Services, Inc 5
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 5
Nomura Asset Management Co Ltd 5
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 5
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 5
Tcw Group Inc 5
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 5
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 5
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 5
Index Management Solutions, LLC 5
Profund Advisors Llc 5
QCVAX - Clearwater Investment Trust - Clearwater International Fund 5
Cornercap Investment Counsel Inc 5
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 5
Texas Permanent School Fund 5
Magnetar Financial LLC 5
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 5
Toronto Dominion Bank 5
Tiaa-cref Funds 5
Federation des caisses Desjardins du Quebec 5
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 5
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 5
DekaBank Deutsche Girozentrale 5
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 5
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 5
Hartford Mutual Funds Inc/ct 5
Farmers & Merchants Investments Inc 5
Versor Investments LP 5
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 5
Aigen Investment Management, Lp 5
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 5
Cna Financial Corp 5
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 5
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 5
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 5
I.g. Investment Management, Ltd. 5
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 5
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 5
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 5
First Interstate Bank 5
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 5
Algert Global Llc 5
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 5
Lord, Abbett & Co. Llc 5
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 5
Brookstone Capital Management 5
PIMCO FUNDS - PIMCO ABS and Short-Term Investments Portfolio 5
Ab Pooling Portfolios 5
USA Financial Portformulas Corp 5
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 5
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 5
Reilly Financial Advisors, Llc 5
Cadence Capital Management Llc 5
Janus Henderson Group Plc 5
Bayesian Capital Management, LP 5
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 5
GIMFX - GMO TRUST - GMO Implementation Fund 5
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 5
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 5
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 5
Crestline Management, LP 5
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 5
Lloyds Banking Group plc 5
Cantab Capital Partners LLP 5
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 5
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 5
New Mexico Educational Retirement Board 5
Independent Portfolio Consultants, Inc. 5
BDO Wealth Advisors, LLC 5
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 5
Parametrica Management Ltd 5
Eaton Vance Management 5
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 5
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 5
Boston Private Wealth Llc 5
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 5
Covestor Ltd 5
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 5
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 5
ID Management A/S 5
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 5
Societe Generale 5
Quantitative Systematic Strategies LLC 5
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 5
Ergoteles LLC 5
South Dakota Investment Council 5
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 5
NEXT Financial Group, Inc 5
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 5
First Hawaiian Bank 5
Quadrant Capital Group Llc 5
Visium Asset Management, LP 5
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 5
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 5
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 5
State of Wyoming 5
Pictet Asset Management Ltd 5
Tocqueville Asset Management L.p. 5
Utah Retirement Systems 5
Emerald Acquisition Ltd. 5
Weaver C. Barksdale & Associates, Inc. 5
Gamco Investors, Inc. Et Al 5
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 5
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 5
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 5
Polar Asset Management Partners Inc. 5
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 5
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 5
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 5
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 5
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 5
Shapiro Robert N 5
Winslow, Evans & Crocker, Inc. 5
Synovus Financial Corp 5
Contravisory Investment Management, Inc. 5
Alyeska Investment Group, L.P. 5
Pnc Funds 5
Legg Mason Asset Management (Japan) Co., Ltd. 5
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 5
Russell Investments Group, Ltd. 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 5
Mackay Shields Llc 5
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 5
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 5
Carroll Financial Associates, Inc. 5
Man Group plc 5
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 5
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 5
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 5
Connor Clark & Lunn Investment Management Ltd 5
MetLife Investment Management, LLC 5
Cibc World Markets Corp 5
Grove Bank & Trust 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 5
Ziegler Capital Management, LLC 5
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 5
WFG Advisors, LP 5
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 5
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 5
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 5
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 5
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 5
Loomis Sayles & Co L P 5
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 5
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 5
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 5
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 5
CAPROCK Group, Inc. 4
Pacer Advisors, Inc. 4
Endeavour Capital Advisors Inc 4
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 4
Aster Capital Management (DIFC) Ltd 4
Investors Research Corp 4
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 4
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 4
Rialto Wealth Management, LLC 4
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 4
MCF Advisors LLC 4
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 4
Richardson Financial Services Inc. 4
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 4
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 4
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 4
Artemis Investment Management LLP 4
Vantage Investment Advisors, LLC 4
Great Lakes Advisors, Llc 4
Duality Advisers, Lp 4
New Age Alpha Advisors, LLC 4
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 4
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 4
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 4
SOUTH STATE Corp 4
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 4
Montag A & Associates Inc 4
EntryPoint Capital, LLC 4
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 4
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 4
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 4
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 4
Truist Financial Corp 4
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 4
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 4
D.a. Davidson & Co. 4
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 4
Karp Capital Management Corp 4
HAP Trading, LLC 4
Larson Financial Group LLC 4
Stephens Inc /ar/ 4
Tfo-tdc, Llc 4
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 4
Matarin Capital Management, LLC 4
Penserra Capital Management LLC 4
Advisor Partners Ii, Llc 4
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 4
NN Investment Partners Holdings N.V. 4
Brevan Howard Capital Management LP 4
Sequoia Financial Advisors, LLC 4
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 4
Citizens Business Bank 4
Martingale Asset Management L P 4
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 4
Principal Securities, Inc. 4
Weld Capital Management Llc 4
Neo Ivy Capital Management 4
Guggenheim Active Allocation Fund 4
Cambridge Investment Research Advisors, Inc. 4
Pictet Asset Management Sa 4
Zullo Investment Group, Inc. 4
Cetera Investment Advisers 4
Bay Harbor Wealth Management, LLC 4
Reuter James Wealth Management, Llc 4
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 4
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio 4
Fieldview Capital Management, LLC 4
Citizens Financial Group Inc/ri 4
Alera Investment Advisors, LLC 4
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 4
Measured Wealth Private Client Group, LLC 4
DiNuzzo Private Wealth, Inc. 4
Caitong International Asset Management Co., Ltd 4
Evergreen Capital Management Llc 4
GV Financial Advisors 4
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 4
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 4
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 4
Chicago Partners Investment Group LLC 4
Pinkerton Retirement Specialists, LLC 4
Diametric Capital, LP 4
Invictus RG 4
BSBAX - Northern Funds - Northern Short Bond Fund 4
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 4
Dynamic Capital Management Ltd 4
Quantinno Capital Management LP 4
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 4
Scoria Capital Partners LP 4
Northwestern Mutual Investment Management Company, Llc 4
Allspring Global Investments Holdings, LLC 4
Mizuho Asset Management Co.,Ltd. 4
Merit Financial Group, LLC 4
Highline Wealth Partners Llc 4
Cresset Asset Management, LLC 4
First Manhattan Co 4
PGGM Investments 4
Signet Financial Management, Llc 4
Bell Investment Advisors, Inc 4
Petrus Trust Company, LTA 4
Sumitomo Mitsui Trust Holdings, Inc. 4
HighTower Advisors, LLC 4
Lindbrook Capital, Llc 4
Capital Performance Advisors Llp 4
Edgestream Partners, L.P. 4
Blair William & Co/il 4
Prospera Financial Services Inc 4
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 4
LPL Financial LLC 4
GAMMA Investing LLC 4
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 4
Schonfeld Strategic Advisors LLC 4
Aviance Capital Partners, LLC 4
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 4
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 4
SBI Securities Co., Ltd. 4
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 4
Affinity Investment Advisors, Llc 4
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 4
Ancora Advisors, LLC 4
Sciencast Management LP 4
NumerixS Investment Technologies Inc 4
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 4
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 4
Ropes Wealth Advisors Llc 4
Toroso Investments, LLC 4
Baird Financial Group, Inc. 4
Venturi Wealth Management, LLC 4
Private Wealth Management Group, LLC 4
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 4
Itau Unibanco Holding S.A. 4
Quest Partners LLC 4
Exchange Traded Concepts, Llc 4
Thompson Davis & Co., Inc. 4
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 4
Horizon Investments, LLC 4
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 4
Harbor Investment Advisory, Llc 4
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 4
Yousif Capital Management, Llc 4
Certified Advisory Corp 4
Dai-ichi Life Holdings, Inc. 4
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 4
Friedenthal Financial 4
Andra AP-fonden 4
MU Investments Co., Ltd. 4
Public Sector Pension Investment Board 4
AdvisorNet Financial, Inc 4
SRB Corp 4
Capula Management Ltd 4
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 4
Dorsey Wright & Associates 4
First Personal Financial Services 4
National Bank Of Canada /fi/ 4
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 4
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 4
Whittier Trust Co Of Nevada Inc 4
NatWest Group plc 4
Twin Peaks Wealth Advisors, LLC 4
Dark Forest Capital Management Lp 4
Allegis Investment Advisors, LLC 4
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 4
Paulson Wealth Management Inc. 4
Fortitude Family Office, LLC 4
Royce & Associates Lp 4
Icon Advisers Inc/co 4
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 4
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 4
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 4
Regal Investment Advisors LLC 4
Hantz Financial Services, Inc. 4
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 4
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 4
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 4
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 4
CIBC Private Wealth Group, LLC 4
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 4
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 4
Riverhead Capital Management Llc 4
Ashton Thomas Securities, Llc 4
Tortoise Investment Management, LLC 4
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 4
Private Capital Group, LLC 4
Veritable, L.P. 4
RMB Capital Management, LLC 4
Balasa Dinverno & Foltz Llc 4
Financial Advocates Investment Management 4
Regions Financial Corp 4
Financial Management Professionals, Inc. 4
Zeke Capital Advisors, Llc 4
Boston Advisors Llc 4
Johnson Investment Counsel Inc 4
Rothschild Investment Llc 4
Decade Capital Management Llc 4
Bruce G. Allen Investments, LLC 4
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 4
Gateway Investment Advisers Llc 4
Peak6 Llc 4
Geneos Wealth Management Inc. 4
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 4
Raymond James Financial Inc 4
Blueshift Asset Management, LLC 4
Sumitomo Mitsui DS Asset Management Company, Ltd 4
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 4
Baird Robert W & Co Inc /wi/ 4
Plante Moran Financial Advisors, LLC 4
Placemark Investments, Inc. 4
Steward Financial Group LLC 4
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 4
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 4
Ameritas Advisory Services, LLC 4
XTX Topco Ltd 4
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 4
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 4
Hartford Series Fund Inc 4
NewEdge Wealth, LLC 4
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 4
Bogle Investment Management L P /de/ 4
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 4
Amundi 4
Cable Hill Partners, LLC 4
Harbour Investments, Inc. 4
New York Life Investment Management Llc 4
Twin Capital Management Inc 4
Wolverine Trading, Llc 4
Meritage Portfolio Management 4
Aberdeen Asset Management Plc/uk 4
Wealthcare Advisory Partners LLC 4
Guardian Wealth Advisors, LLC 4
Spire Wealth Management 4
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 4
Delta Lloyd Nv 4
Entropy Technologies, LP 4
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 4
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 4
Humankind Benefit Corp - Humankind US Stock ETF 4
Bb&t Securities, Llc 4
Pictet Asset Management Holding SA 4
Ibex Wealth Advisors 4
CIBC Asset Management Inc 4
Santa Fe Partners LLC 4
Jupiter Asset Management Ltd 4
Vanguard Windsor Funds 4
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 4
Xact Kapitalforvaltning AB 4
NewSquare Capital LLC 4
EverSource Wealth Advisors, LLC 4
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 4
Chesley Taft & Associates LLC 4
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 4
Weiss Multi-Strategy Advisers LLC 4
AGF Investments LLC 4
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 4
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 4
Kanaly Trust Co 4
Jennison Associates Llc 4
Brookfield Asset Management Inc. 4
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 4
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 4
Strategic Wealth Partners, Ltd. 4
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 4
Occudo Quantitative Strategies Lp 4
Whipplewood Advisors, LLC 4
Hartland & Co., LLC 4
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF 4
Elkfork Partners LLC 4
Teza Capital Management LLC 4
Columbia Partners L L C Investment Management 4
Mason Street Advisors, Llc 4
Ameritas Investment Corp 4
Financial Advisors Network, Inc. 4
Pitcairn Co 4
Concord Wealth Partners 4
Vident Advisory, LLC 4
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 4
Harvest Fund Management Co., Ltd 4
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 4
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 4
Cerity Partners LLC 4
Bridgefront Capital, LLC 4
Qrg Capital Management, Inc. 4
College Retirement Equities Fund 4
Pearl River Capital, LLC 4
SRS Capital Advisors, Inc. 4
Inspire Advisors, LLC 4
Lee Financial Co 4
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 4
Mercer Global Advisors Inc /adv 4
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4
Gillson Capital LP 4
Vantage Consulting Group Inc 4
AE Wealth Management LLC 4
Systematic Financial Management Lp 4
IHT Wealth Management, LLC 4
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 4
Glen Harbor Capital Management LLC 4
Natixis Investment Managers International 4
Parallel Advisors, LLC 4
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 4
Sit Investment Associates Inc 4
Cigna Investments Inc /new 4
Mount Lucas Management LP 4
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 4
Veriti Management LLC 4
CBOE Vest Financial, LLC 4
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 4
IYF - iSHARES TRUST - iShares U.S. Financials ETF 4
Colonial Trust Co / SC 4
Y-Intercept (Hong Kong) Ltd 4
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 4
Van Eck Associates Corp 4
Patriot Financial Group Insurance Agency, LLC 4
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 4
Intech Investment Management Llc 4
GPS Wealth Strategies Group, LLC 4
IMC-Chicago, LLC 4
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 4
Sutton Wealth Advisors Inc. 4
Cassady Schiller Wealth Management, LLC 4
Laurion Capital Management LP 4
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 4
Td Asset Management Inc 4
Ronald Blue Trust, Inc. 4
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 4
MARSHALL WACE ASIA Ltd 4
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 4
Fieldpoint Private Securities, LLC 4
Raymond James Trust N.a. 4
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 4
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 4
Hutchin Hill Capital, LP 4
Wipfli Financial Advisors Llc, 4
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 4
Elo Mutual Pension Insurance Co 4
Rockefeller Capital Management L.P. 4
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 4
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 4
Graham Capital Management, L.P. 4
Jefferies Financial Group Inc. 4
Pendal Group Ltd 4
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 4
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 4
Ahrens Investment Partners LLC 4
High Note Wealth, LLC 4
Hemington Wealth Management 4
Resources Investment Advisors, LLC. 4
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 4
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 4
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 4
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 4
Vise Technologies, Inc. 4
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 4
Crossmark Global Holdings, Inc. 4
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 4
Csenge Advisory Group 4
Kingsview Wealth Management, LLC 4
RFP Financial Group LLC 4
Valeo Financial Advisors, LLC 4
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 4
Belpointe Asset Management LLC 4
Steward Partners Investment Advisory, Llc 4
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 4
Solaris Asset Management Llc 4
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 4
NorthCoast Asset Management LLC 4
UYG - PROSHARES TRUST - ProShares Ultra Financials 4
Centiva Capital, LP 4
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 4
Corebridge Financial, Inc. 4
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 4
Coastal Investment Advisors, Inc. 4
Lighthouse Investment Partners, LLC 4
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 4
Amundi Pioneer Asset Management Inc 4
Arlington Trust Co LLC 4
KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF 4
First Republic Investment Management, Inc. 4
Manchester Capital Management LLC 4
Mariner, LLC 4
Kalos Management, Inc. 4
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 4
Farther Finance Advisors, LLC 4
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 4
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 4
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 4
Claymore Exchange-traded Fund Trust 4
NJ State Employees Deferred Compensation Plan 4
CPSIX - Unified Series Trust - Fci Bond Fund 4
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 4
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 4
Oppenheimer & Co Inc 4
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 4
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 4
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 4
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 4
Prana Capital Management, LP 4
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 4
Pzena Investment Management Llc 4
Berman Capital Advisors, LLC 4
CoreCap Advisors, LLC 4
Police & Firemen's Retirement System of New Jersey 4
Xponance, Inc. 4
Erste Asset Management GmbH 4
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 4
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 4
Mather Group, Llc. 4
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 4
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 4
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 4
Voya Global Advantage & Premium Opportunity Fund 4
Jump Financial, LLC 4
Kestra Advisory Services, LLC 4
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 4
Hexagon Capital Partners LLC 4
Allworth Financial LP 4
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 4
Cornerstone Investment Partners, LLC 4
Kayne Anderson Rudnick Investment Management Llc 4
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 4
Gabelli Funds Llc 4
Voloridge Investment Management, Llc 4
Nuveen, LLC 4
Korea Investment CORP 4
Jump Trading, Llc 4
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 4
FinTrust Capital Advisors, LLC 4
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 4
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 4
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 4
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 4
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 4
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 4
Fiera Capital Corp 4
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 4
Alphacrest Capital Management Llc 4
SJS Investment Consulting Inc. 4
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 4
TRUE Private Wealth Advisors 4
James Investment Research Inc 4
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 4
BRC Investment Management LLC 4
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 4
Catalyst Funds Management Pty Ltd 4
Klp Kapitalforvaltning As 4
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 4
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 4
Hanseatic Management Services Inc 4
Trust Co Of Vermont 4
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 4
Coldstream Capital Management Inc 4
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 4
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 4
FLDFX - Meeder Funds - BALANCED FUND Retail Class 4
WealthTrust Fairport, LLC 4
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 4
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 4
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 4
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 4
Umb Bank N A/mo 4
EBI - RBB Fund Trust - Longview Advantage ETF 4
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 4
Diversified Trust Co 4
MQS Management LLC 4
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 4
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 4
Cetera Advisor Networks LLC 4
Snowden Capital Advisors LLC 4
Tarbox Family Office, Inc. 4
Cullen/frost Bankers, Inc. 4
Mount Yale Investment Advisors, LLC 4
Gemmer Asset Management LLC 4
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 4
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 4
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 4
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 4
Scout Investments, Inc. 4
Skopos Labs, Inc. 4
Arden Investment Series Trust 4
Employees Retirement System of Texas 4
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 4
Motco 4
Point72 Asset Management, L.P. 4
Moore Capital Management, Lp 4
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 4
BFOR - ALPS ETF Trust - Barron's 400 ETF 4
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 4
Tibra Equities Europe Ltd 4
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 4
Paragon Capital Management Ltd 4
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 4
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 4
Americafirst Capital Management, Llc 4
Nuveen Tax Advantaged Total Return Strategy Fund 4
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 4
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 4
International Assets Investment Management, Llc 4
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 4
CenturyLink Investment Management Co 4
Jain Global LLC 4
Ci Investments Inc. 4
Earnest Partners Llc 4
Avion Wealth 4
Hanson & Doremus Investment Management 4
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 4
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 4
Shinko Asset Management Co., Ltd. 4
Global Financial Private Client, LLC 4
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 4
Bartlett & Co. LLC 4
Gradient Investments LLC 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 4
Atria Wealth Solutions, Inc. 4
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 4
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 4
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 4
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 4
Evoke Wealth, Llc 4
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 4
Capital Advisors, Ltd. LLC 4
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 4
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 4
Cohen & Steers Reit & Preferred Income Fund Inc 4
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 4
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 4
Wedge Capital Management L L P/nc 4
DnB Asset Management AS 4
Vanguard Whitehall Funds 4
UMA Financial Services, Inc. 4
Cohen & Steers Select Preferred & Income Fund, Inc. 4
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 4
Foundry Partners, LLC 4
Park Square Financial Group, LLC 4
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 4
Philadelphia Financial Management of San Francisco, LLC 4
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 4
Advisory Research Inc 4
Hughes Financial Services, LLC 4
Colony Group Llc 4
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 4
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 4
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 4
American Portfolios Advisors 4
Wealth Enhancement Advisory Services, Llc 4
HFM Investment Advisors, LLC 4
Profunds - Profund Vp Financials 4
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 4
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 4
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 4
Delta Asset Management Llc/tn 4
John Hancock Hedged Equity & Income Fund 4
Mv Capital Management, Inc. 4
Point72 (DIFC) Ltd 4
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 4
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 4
Tompkins Financial Corp 4
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 4
HighPoint Advisor Group LLC 4
Janney Capital Management LLC 4
Rise Advisors, LLC 4
Callan Family Office, LLC 4
Alpha Windward Llc 4
Greenleaf Trust 4
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 4
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 4
Brinker Capital Investments, LLC 4
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 4
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 4
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 4
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 4
Sageworth Trust Co 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 4
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 4
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 4
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 4
Global Retirement Partners, LLC 4
Centaurus Financial, Inc. 4
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 4
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 4
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 4
Boothbay Fund Management, Llc 4
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 4
MBOVX - M FUND INC - M Large Cap Value Fund 4
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 4
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 4
Amalgamated Financial Corp. 4
Crewe Advisors LLC 4
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 4
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 4
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 4
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 4
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 4
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 4
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 4
Fisher Asset Management, LLC 4
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 4
Gupta Wealth Management LLC 4
FundVantage Trust - Verplanck Balanced Fund 4
IAK - iSHARES TRUST - iShares U.S. Insurance ETF 4
Disciplined Investments, LLC 4
Glenmede Investment Management, LP 4
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 4
Fox Run Management, L.l.c. 4
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 4
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 4
Rsm Us Wealth Management Llc 4
Parkworth Wealth Management, Inc. 4
Freestone Capital Holdings, LLC 4
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 4
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 4
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 4
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 4
True Wealth Design, LLC 4
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 4
GWM Advisors LLC 4
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 4
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 4
JustInvest LLC 4
Oppenheimer Global Multi Strategies Fund 4
Sandy Spring Bank 4
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 4
CI Private Wealth, LLC 4
Cca Investments Trust 4
Stephens Consulting, LLC 4
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 4
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 4
Benjamin F. Edwards & Company, Inc. 4
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 4
Daiwa Capital Markets America Inc. 4
ABASX - AB TRUST - AB Discovery Value Fund Class A 4
PEAK6 Investments LLC 4
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 4
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 4
Pinnacle Wealth Planning Services, Inc. 4
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 4
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 4
Winton Capital Management Ltd 4
MML Series Investment Fund II - MML Blend Fund Initial Class 4
Jfs Wealth Advisors, Llc 4
F&C Asset Management plc 4
State of New Jersey Common Pension Fund D 4
Lenox Wealth Advisors, LLC 4
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 4
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 4
Aviva Plc 4
Fulton Breakefield Broenniman Llc 4
Bell Rock Capital Llc 4
Sherbrooke Park Advisers Llc 4
CCMG - EA Series Trust - CCM Global Equity ETF 4
John Hancock Income Securities Trust 4
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 4
Checchi Capital Advisers, LLC 4
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 4
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 4
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 4
Wakefield Asset Management LLLP 4
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 4
Universal- Beteiligungs- und Servicegesellschaft mbH 4
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 4
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 4
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 4
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 4
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 4
Hollencrest Capital Management 4
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 4
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 4
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 4
Kistler-Tiffany Companies, LLC 4
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 4
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 4
Fjarde Ap-fonden /fourth Swedish National Pension Fund 4
Hoxton Financial, Inc. 4
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 4
Ashton Thomas Private Wealth, LLC 4
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 4
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 4
Headlands Technologies LLC 4
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 4
Smartleaf Asset Management LLC 4
Wilbanks Smith & Thomas Asset Management Llc 4
CVA Family Office, LLC 4
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 4
ISAM Funds (UK) Ltd 4
Quarry LP 4
Old National Bancorp /in/ 4
Deerfield Management Company, L.p. (series C) 4
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 4
Axq Capital, Lp 4
Aquatic Capital Management LLC 4
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 4
Pathstone Holdings, LLC 4
Rehmann Capital Advisory Group 4
Moody National Bank Trust Division 4
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 4
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 4
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 4
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 4
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 4
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 4
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 4
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 4
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 4
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 4
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 4
Echo Street Capital Management LLC 4
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 4
Balentine LLC 4
Raymond James Financial Services Advisors, Inc. 4
Ensign Peak Advisors, Inc 4
Sound Income Strategies, LLC 4
EP Wealth Advisors, Inc. 4
Twinbeech Capital Lp 4
Meridian Wealth Partners, LLC 4
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 4
Cinctive Capital Management LP 4
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 4
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 4
Arkadios Wealth Advisors 4
Orion Portfolio Solutions, LLC 4
Holocene Advisors, LP 4
Ethic Inc. 4
FORA Capital, LLC 4
Segall Bryant & Hamill, Llc 4
Capital Analysts, Inc. 4
Commerce Bank 4
ETRADE Capital Management LLC 4
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 4
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 4
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 4
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 4
Kentucky Retirement Systems 3
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 3
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 3
Sentry Investment Management Llc 3
BRYN MAWR TRUST Co 3
Moody Lynn & Lieberson, Llc 3
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 3
Winton Diversified Opportunities Fund 3
Bleakley Financial Group, LLC 3
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 3
Calamos Strategic Total Return Fund 3
FourThought Financial Partners, LLC 3
Sanctuary Wealth Advisors, LLC 3
Patten Group, Inc. 3
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 3
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 3
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
Silvercrest Asset Management Group Llc 3
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 3
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 3
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 3
Driehaus Capital Management Llc 3
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 3
Eaton Vance Ltd Duration Income Fund 3
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 3
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 3
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 3
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 3
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 3
Oppenheimer Global Strategic Income Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 3
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 3
B.O.S.S. Retirement Advisors, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 3
Horizon Investment Services, LLC 3
New England Capital Financial Advisors LLC 3
Us Financial Advisors, Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 3
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 3
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 3
D'Orazio & Associates, Inc. 3
Putnam Master Intermediate Income Trust 3
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 3
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 3
Beacon Capital Management, Inc. 3
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 3
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 3
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 3
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 3
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 3
Sierra Ocean, Llc 3
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 3
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 3
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 3
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 3
Achievement Holdings L.P. 3
Seacrest Wealth Management, Llc 3
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 3
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 3
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 3
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 3
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 3
IXG - iSHARES TRUST - iShares Global Financials ETF 3
Redwood Wealth Management Group, LLC 3
Calton & Associates, Inc. 3
Viking Global Investors Lp 3
Fidelis Capital Partners, LLC 3
IWB - iSHARES TRUST - iShares Russell 1000 ETF 3
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 3
Trilogy Capital Inc. 3
Squar Milner Financial Services Llc 3
Signition Lp 3
Jump Trading, LLC 3
Legacy Financial Advisors, Inc. 3
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 3
Gryphon Financial Partners LLC 3
Commonwealth Equity Services, Llc 3
Gerstein Fisher 3
Trustcore Financial Services, Llc 3
EULAV Asset Management 3
Uncommon Cents Investing LLC 3
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 3
Redwood Investment Management, Llc 3
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 3
Mutual Advisors, LLC 3
Carillon Tower Advisers, Inc. 3
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 3
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 3
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 3
Kaizen Advisory, Llc 3
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 3
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 3
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 3
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 3
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 3
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 3
Truewealth Llc 3
Blackhawk Capital Partners LLC. 3
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 3
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 3
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 3
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3
Meiji Yasuda Life Insurance Co 3
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 3
Nissay Asset Management Corp /japan/ /adv 3
Brewin Dolphin Ltd 3
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 3
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 3
CWM Advisors, LLC 3
Lake Street Advisors Group, Llc 3
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 3
R Squared Ltd 3
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 3
Avestar Capital, LLC 3
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 3
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 3
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 3
Game Creek Capital, LP 3
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 3
Prime Capital Investment Advisors, LLC 3
We Are One Seven, LLC 3
ICA Group Wealth Management, LLC 3
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 3
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 3
Lmcg Investments, Llc 3
Creative Financial Designs Inc /adv 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 3
McIlrath & Eck, LLC 3
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 3
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 3
Atlas Capital Advisors Llc 3
Dorsey & Whitney Trust CO LLC 3
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 3
PENN SERIES FUNDS INC - Index 500 Fund 3
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 3
Choate Investment Advisors 3
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 3
Silvant Capital Management LLC 3
Securian Funds Trust - SFT Index 500 Fund Class 1 3
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 3
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 3
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 3
Altshuler Shaham Ltd 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 3
Krane Funds Advisors LLC 3
Integrated Wealth Concepts LLC 3
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 3
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 3
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 3
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 3
Greenline Partners, LLC 3
Minichmacgregor Wealth Management, Llc 3
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 3
CX Institutional 3
FNY Investment Advisers, LLC 3
Unigestion Holding SA 3
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 3
Redpoint Investment Management Pty Ltd 3
Axxcess Wealth Management, Llc 3
Oppenheimer Asset Management Inc. 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 3
Worldquant Millennium Advisors Llc 3
Global X Management CO LLC 3
Wealthstar Advisors, Llc 3
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 3
Truvestments Capital Llc 3
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 3
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 3
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 3
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 3
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 3
Blackrock Allocation Target Shares - Bats Series A 3
Kavar Capital Partners, LLC 3
AIA Group Ltd 3
Impax Asset Management Group plc 3
Vectors Research Management, LLC 3
Arcadia Investment Management Corp/mi 3
MML Series Investment Fund II - MML Equity Fund Initial Class 3
Sun Life Financial Inc 3
MML Series Investment Fund II - MML Equity Rotation Fund Class II 3
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 3
Nachman Norwood & Parrott, Inc 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 3
Legacy Bridge, LLC 3
Graves-Light Private Wealth Management, Inc. 3
Standard Life Investments LTD 3
Evolution Wealth Advisors, LLC 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 3
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 3
Beacon Pointe Advisors, LLC 3
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 3
Wiley Bros.-aintree Capital, Llc 3
Cary Street Partner Investment Advisory Llc 3
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 3
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 3
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 3
Laurel Wealth Advisors LLC 3
Strategic Investment Advisors / MI 3
Riverview Trust Co 3
Paradigm Financial Partners, Llc 3
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 3
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 3
EdgeRock Capital LLC 3
Robertson Stephens Wealth Management, LLC 3
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 3
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 3
Townsquare Capital Llc 3
Apollon Wealth Management, LLC 3
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 3
Zions Bancorporation, N.A. 3
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 3
Avantax Advisory Services, Inc. 3
HHM Wealth Advisors, LLC 3
Innealta Capital, Llc 3
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3
Magnus Financial Group LLC 3
Asahi Life Asset Management Co., Ltd. 3
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 3
PRW Wealth Management LLC 3
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 3
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 3
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 3
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 3
Seeyond 3
Ossiam 3
Ostrum Asset Management U.s., Llc 3
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 3
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 3
Fortem Financial Group, Llc 3
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 3
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 3
Salomon & Ludwin, LLC 3
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3
Strategic Blueprint, LLC 3
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 3
Wealthspire Advisors, LLC 3
VisionPoint Advisory Group, LLC 3
MorganRosel Wealth Management, LLC 3
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 3
Wealthfront Advisers Llc 3
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 3
Wealthbridge Capital Management, Llc 3
Aspire Private Capital, LLC 3
Mork Capital Management, LLC 3
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 3
Edmond De Rothschild Holding S.a. 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 3
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 3
Heritage Financial Services, LLC 3
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 3
Clarfeld Financial Advisors, Llc 3
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 3
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 3
Princeton Global Asset Management LLC 3
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 3
Treasurer of the State of North Carolina 3
Machina Capital S.a.s. 3
Liberty Wealth Management Llc 3
Kore Private Wealth LLC 3
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 3
Legacy Wealth Managment, LLC/ID 3
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 3
Ifrah Financial Services, Inc. 3
Prestige Wealth Management Group LLC 3
DAACX - Adviser Managed Trust - Diversified Equity Fund 3
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 3
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 3
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 3
Patriot Investment Management Inc. 3
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 3
Intact Investment Management Inc. 3
Comerica Securities,inc. 3
Bremer Bank National Association 3
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 3
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 3
Vestmark Advisory Solutions, Inc. 3
Julex Capital Management, Llc 3
Inscription Capital, LLC 3
Baldrige Asset Management LLC 3
Benjamin Edwards Inc 3
Legacy Investment Solutions, LLC 3
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 3
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3
Astoria Portfolio Advisors LLC. 3
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 3
Beacon Capital Management, LLC 3
San Francisco Sentry Investment Group (ca) 3
GeoWealth Management, LLC 3
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 3
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 3
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 3
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 3
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 3
Bpv Family Of Funds 3
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 3
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 3
Heritage Wealth Advisors 3
SECOR Capital Advisors, LP 3
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 3
1620 Investment Advisors, Inc. 3
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 3
Mfs Intermarket Income Trust I 3
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 3
Everence Capital Management Inc 3
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 3
Isi Strategy Fund Inc 3
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 3
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 3
Resurgent Financial Advisors LLC 3
Alaska Permanent Fund Corp 3
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 3
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 3
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 3
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 3
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 3
Tcwp Llc 3
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 3
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 3
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 3
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 3
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 3
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 3
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 3
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 3
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 3
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 3
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 3
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 3
Walker Asset Management, LLC 3
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 3
Householder Group Estate & Retirement Specialist, LLC 3
Financial Architects, Inc 3
Tfs Capital Llc 3
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 3
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 3
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 3
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 3
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 3
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 3
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 3
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 3
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 3
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 3
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 3
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 3
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 3
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 3
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 3
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 3
Jnl Series Trust - Jnl/s&p 4 Fund (a) 3
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 3
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 3
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 3
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 3
Ascent Group, LLC 3
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 3
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 3
Cranbrook Wealth Management, LLC 3
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 3
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 3
Family Firm, Inc. 3
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 3
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 3
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 3
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 3
PACIFIC SELECT FUND - Equity Index Portfolio Class I 3
NOSIX - Northern Funds - Northern Stock Index Fund 3
NOLCX - Northern Funds - Northern Large Cap Core Fund 3
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 3
NOIEX - Northern Funds - Northern Income Equity Fund 3
Quent Capital, LLC 3
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 3
Simplicity Wealth,LLC 3
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 3
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 3
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 3
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 3
SummitTX Capital, L.P. 3
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 3
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 3
Qci Asset Management Inc/ny 3
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 3
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 3
GABELLI & Co INVESTMENT ADVISERS, INC. 3
AlphaCentric Advisors LLC 3
Principia Wealth Advisory, LLC 3
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 3
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 3
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 3
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 3
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 3
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 3
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 3
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 3
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 3
Strategy Asset Managers Llc 3
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 3
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 3
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 3
Raleigh Capital Management Inc. 3
Simply Money Advisors 3
KAMES CAPITAL plc 3
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 3
Goelzer Investment Management, Inc. 3
BTC Capital Management, Inc. 3
HB Wealth Management, LLC 3
Garde Capital, Inc. 3
Tilia Fiduciary Partners, Inc. 3
Corton Capital Inc. 3
Rational Advisors Llc 3
New Millennium Group LLC 3
Atwood & Palmer Inc 3
Confluence Wealth Services, Inc. 3
Buckingham Strategic Partners 3
North Star Investment Management Corp. 3
Northwest Investment Counselors, Llc 3
Hotchkis & Wiley Capital Management Llc 3
Nelson Capital Management, LLC 3
Harbor Capital Advisors, Inc. 3
Peterson Financial Group, Inc. 3
Sanctuary Advisors, LLC 3
Tradewinds Capital Management, LLC 3
Bp Plc 3
Wayfinding Financial, LLC 3
EHLS - Tidal Trust II - Even Herd Long Short ETF 3
Schubert & Co 3
Hallmark Capital Management Inc 3
Amplius Wealth Advisors, LLC 3
Kennedy Capital Management, Inc. 3
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 3
Eads & Heald Wealth Management 3
USVT - Ultimus Managers Trust - US VALUE ETF 3
Perpetual Ltd 3
WPG Advisers, LLC 3
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 3
Carlson Capital L P 3
Oak Thistle LLC 3
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 3
Essex Financial Services, Inc. 3
TD Securities (USA) LLC 3
Wedmont Private Capital 3
Ballentine Partners, LLC 3
Hl Financial Services Llc 3
Palladium Partners Llc 3
Transamerica Financial Advisors, Inc. 3
FourThought Financial, LLC 3
Kestra Investment Management, LLC 3
Strategic Asset Management, LLC 3
WestEnd Advisors, LLC 3
Jaffetilchin Investment Partners, LLC 3
Athena Capital Advisors Llc 3
Advisor Partners Llc 3
Tiedemann Advisors, Llc 3
Cromwell Holdings LLC 3
U.S. Capital Wealth Advisors, LLC 3
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 3
Northwest & Ethical Investments L.P. 3
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 3
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 3
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 3
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 3
Thompson Investment Management, Inc. 3
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 3
Montecito Bank & Trust 3
Activest Wealth Management 3
Newbridge Financial Services Group, Inc. 3
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 3
JNL SERIES TRUST - JNL Bond Index Fund (I) 3
Ikos Cif Ltd 3
Accurate Wealth Management, LLC 3
Advisor Resource Council 3
Bbva Usa 3
Td Private Client Wealth Llc 3
Eagle Bay Advisors LLC 3
Counterpoint Mutual Funds LLC 3
Siemens Fonds Invest GmbH 3
St Germain D J Co Inc 3
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 3
Sargent Bickham Lagudis LLC 3
Yorktown Management & Research Co Inc 3
Money Concepts Capital Corp 3
Continuum Advisory, LLC 3
Binnacle Investments Inc 3
Optiver Holding B.V. 3
Howe & Rusling Inc 3
Rockland Trust Co 3
Capitolis Advisors LLC 3
Guardian Life Insurance Co Of America 3
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 3
Vigilant Capital Management, LLC 3
WR Wealth Planners, LLC 3
SOA Wealth Advisors, LLC. 3
Coppell Advisory Solutions LLC 3
Childress Capital Advisors, Llc 3
B. Metzler seel. Sohn & Co. Holding AG 3
Duncker Streett & Co Inc 3
Charter Trust Co 3
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 3
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 3
Kowal Investment Group, LLC 3
Alpha DNA Investment Management LLC 3
WealthTrust-Arizona, LLC 3
TD Capital Management LLC 3
Visionary Asset Management, Inc. 3
Vicus Capital 3
Tradition Wealth Management, LLC 3
Css Llc/il 3
Zurich Insurance Group Ltd/FI 3
RBF Capital, LLC 3
Charter Oak Capital Management, LLC 3
Glen Eagle Advisors, LLC 3
Allegheny Financial Group LTD 3
Brown, Lisle/cummings, Inc. 3
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 3
Laffer Investments 3
Maryland State Retirement & Pension System 3
Aaron Wealth Advisors LLC 3
Brighton Jones Llc 3
TradeLink Global Equity LLC 3
E Fund Management Co., Ltd. 3
Syverson Strege & Co 3
DCM Advisors, LLC 3
Pathstone Family Office, Llc 3
Addison Advisors LLC 3
GoalVest Advisory LLC 3
HighVista Strategies LLC 3
Accel Wealth Management 3
Fwl Investment Management, Llc 3
M&g Investment Management Ltd 3
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 3
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 3
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 3
Waldron Private Wealth LLC 3
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 3
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 3
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 3
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 3
Johanson Financial Advisors, Inc. 3
Carret Asset Management, Llc 3
Conning Inc. 3
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 3
Eagle Asset Management Inc 3
BKD Wealth Advisors, LLC 3
Rockefeller Financial Services Inc 3
Paces Ferry Wealth Advisors, Llc 3
Chiron Capital Management, Llc 3
Cutter & CO Brokerage, Inc. 3
Savant Capital, LLC 3
Cordant, Inc. 3
Ten Capital Wealth Advisors, LLC 3
Harris Associates L P 3
MUFG Securities EMEA plc 3
Newfound Research LLC 3
TFC Financial Management 3
Kestra Private Wealth Services, Llc 3
Nippon Life Insurance Co 3
Hussman Strategic Advisors, Inc. 3
Tennessee Valley Asset Management Partners 3
Agf Management Ltd 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 3
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 3
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 3
Intersect Capital LLC 3
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 3
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 3
First Midwest Bank Trust Division 3
First Horizon Corp 3
Highstreet Asset Management Inc. 3
Tokio Marine Asset Management Co Ltd 3
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 3
Ogorek Anthony Joseph /ny/ /adv 3
Royal London Asset Management Ltd 3
Hartford Financial Management Inc. 3
Hexavest Inc. 3
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 3
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 3
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 3
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 3
FormulaFolio Investments, LLC 3
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 3
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 3
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 3
Stancorp Investment Advisers Inc 3
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 3
1st Global Advisors, Inc. 3
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 3
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 3
Winch Advisory Services, LLC 3
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 3
Kentucky Retirement Systems Insurance Trust Fund 3
Leavell Investment Management, Inc. 3
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 3
American National Bank 3
Blue Bell Private Wealth Management, Llc 3
Hm Payson & Co 3
Sigma Planning Corp 3
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 3
Manager Directed Portfolios - Pemberwick Fund Shares 3
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 3
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 3
Agf Investments Inc. 3
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 3
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 3
Chevy Chase Trust Holdings, Inc. 3
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 3
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 3
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 3
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 3
Barnett & Company, Inc. 3
Quotient Investors, LLC 3
Atria Investments Llc 3
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 3
Tounjian Advisory Partners, Llc 3
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 3
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 3
First Financial Corp /in/ 3
Dalton Greiner Hartman Maher & Co 3
Arbor Wealth Management, LLC 3
LRI Investments, LLC 3
Iowa State Bank 3
tru Independence LLC 3
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 3
Thurston, Springer, Miller, Herd & Titak, Inc. 3
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 3
Symphony Financial, Ltd. Co. 3
Country Trust Bank 3
M&G Plc 3
Royal Fund Management, LLC 3
J. W. Coons Advisors, LLC 3
Eudaimonia Partners, LLC 3
Migdal Insurance & Financial Holdings Ltd. 3
LMR Master Fund Ltd 3
Dakota Wealth Management 3
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 3
Exxonmobil Investment Management Inc /tx 3
Baystate Wealth Management LLC 3
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 3
State of New Jersey Common Pension Fund A 3
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 3
Hilltop National Bank 3
Trust Department Mb Financial Bank N A 3
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 3
Covington Capital Management 3
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 3
BI Asset Management Fondsmaeglerselskab A/S 3
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 3
Pensionfund DSM Netherlands 3
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 3
Pensionfund Sabic 3
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 3
Procyon Private Wealth Partners, LLC 3
Beacon Financial Group 3
Concurrent Investment Advisors, LLC 3
Toth Financial Advisory Corp 3
Archer Investment Corp 3
Baker Avenue Asset Management, LP 3
Great Lakes Retirement, Inc. 3
Krilogy Financial LLC 3
Gulf International Bank (UK) Ltd 3
Voya Financial Advisors, Inc. 3
Bruderman Asset Management, LLC 3
New York Life Trust Co 3
American Capital Advisory, LLC 3
Moors & Cabot, Inc. 3
Deseret Mutual Benefit Administrators 3
WealthCollab, LLC 3
Salem Investment Counselors Inc 3
Regent Peak Wealth Advisors LLC 3
Woodline Partners LP 3
EPG Wealth Management LLC 3
Gyon Technologies Capital Management, LP 3
ARGI Investment Services, LLC 3
ACG Wealth 3
CTC Alternative Strategies, Ltd. 3
Kapitalo Investimentos Ltda 3
Focused Wealth Management, Inc 3
Pinz Capital Management, LP 3
Symphony Asset Management Llc 3
Key FInancial Inc 3
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 3
Tredje AP-fonden 3
Foster & Motley Inc 3
Banque Cantonale Vaudoise 3
Norinchukin Bank, The 3
Spdr S&p 500 Etf Trust 3
Capital Square, LLC 3
Capital Returns Management, LLC 3
Quaker Wealth Management, LLC 3
Great Diamond Partners, LLC 3
Steel Peak Wealth Management LLC 3
Keeley Asset Management Corp 3
Illinois Municipal Retirement Fund 3
Venture Visionary Partners LLC 3
Ieq Capital, Llc 3
Pineridge Advisors LLC 3
Verdence Capital Advisors LLC 3
Wolf Group Capital Advisors 3
Covenant Multifamily Offices, LLC 3
WASHINGTON TRUST Co 3
Valley National Advisers Inc 3
VMAX - Lattice Strategies Trust - Hartford US Value ETF 3
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 3
Comerica Securities Inc 3
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 3
Lowe Brockenbrough & Co Inc 3
Ferguson Wellman Capital Management, Inc 3
Hobbs Group Advisors, LLC 3
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 3
Roosevelt Investment Group Llc 3
Baldwin Brothers Inc/ma 3
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 3
Optimum Investment Advisors 3
Bremer Trust National Association 3
Orinda Asset Management LLC 3
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 3
nVerses Capital, LLC 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 3
Efficient Market Advisors, LLC 3
M&r Capital Management Inc 3
Sugarloaf Wealth Management, LLC 3
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 3
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 3
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 3
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 3
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 3
Belvedere Trading LLC 3
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 3
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 3
Curat Global, LLC 3
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 3
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 3
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 3
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 3
QUANTRES ASSET MANAGEMENT Ltd 3
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 3
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 3
National Pension Service 3
Boyd Watterson Asset Management Llc/oh 3
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 3
Koshinski Asset Management, Inc. 3
Planning Capital Management Corp 3
URTH - iShares, Inc. - iShares MSCI World ETF 3
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 3
Searle & Co. 3
Usca Ria Llc 3
Capital Guardian Trust Co 3
Colony Group, LLC 3
Oakworth Capital, Inc. 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 3
Brick & Kyle, Associates 3
Dogwood Wealth Management LLC 3
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 3
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 3
GMODX - GMO TRUST - GMO Opportunistic Income Fund Class VI 3
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 3
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 3
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 3
Fairfield, Bush & Co. 3
S. Muoio & Co. Llc 3
VCSBX - VALIC Co II - Strategic Bond Fund 3
VCCBX - VALIC Co II - Core Bond Fund 3
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 3
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 3
Meiji Yasuda Asset Management Co Ltd. 3
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 3
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 3
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 3
Kiwi Wealth Investments Limited Partnership 3
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 3
Ronald Blue & Co Llc 3
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 3
Scientech Research LLC 3
Snow Capital Management Lp 3
Richard Bernstein Advisors LLC 3
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 3
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 3
SSO - PROSHARES TRUST - ProShares Ultra S&P500 3
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 3
Dean Investment Associates, Llc 3
Modern Wealth Management, LLC 3
Apriem Advisors 3
Tuttle Tactical Management LLC 3
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 3
PartnerRe Asset Management CORP 3
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 3
Bartlett & Co. Wealth Management Llc 3
Strategic Global Advisors, LLC 3
Abich Financial Wealth Management LLC 3
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 3
Pingora Partners LLC 3
APBAX - Cavanal Hill Funds - Active Core Fund Investor 3
VCCCX - VALIC Co I - Capital Conservation Fund 3
VSTIX - VALIC Co I - Stock Index Fund 3
VCGAX - VALIC Co I - Growth & Income Fund 3
VBCVX - VALIC Co I - Systematic Value Fund 3
Bedrijfstakpensioenfonds Voor De Media Pno 3
Boston Private Bank & Trust Co 3
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 3
Dynamic Technology Lab Pte Ltd 3
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 3
ClearAlpha Technologies LP 3
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 3
1832 Asset Management L.P. 3
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 3
Virginia Retirement System 3
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 3
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 3
Cetera Advisors LLC 3
Clean Yield Group 3
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 3
Atlantic Union Bankshares Corp 3
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 3
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 3
JNBA Financial Advisors 3
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 3
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 3
V Wealth Advisors LLC 3
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 3
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 3
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 3
Sheaff Brock Investment Advisors, LLC 3
Private Ocean, LLC 3
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 3
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 3
Moisand Fitzgerald Tamayo, LLC 3
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 3
Asset Dedication, LLC 3
Tsfg, Llc 3
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 3
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 3
Renaissance Group Llc 3
Mn Services Vermogensbeheer B.V. 3
Horan Securities, Inc. 3
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 3
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 3
Old Second National Bank Of Aurora 3
Frazier Financial Advisors, LLC 3
Sachetta, LLC 3
Gerber Kawasaki Wealth & Investment Management 3
Atlantic Edge Private Wealth Management, LLC 3
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 3
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 3
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 3
Washington Trust Bank 3
Old Mission Capital Llc 3
Amerivest Investment Management LLC 3
FDO Partners, LLC 3
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 3
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 3
Forsta Ap-fonden 3
Archford Capital Strategies, LLC 3
Clarius Group, LLC 3
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 3
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 3
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 3
Arete Wealth Advisors, LLC 3
NorthRock Partners, LLC 3
Rothschild Asset Management Inc 3
Northwest Financial Advisors 3
Turner Investments, L.p. 3
Ameriflex Group, Inc. 3
Crawford Investment Counsel Inc 3
Mckinley Capital Management Llc /delaware 3
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 3
Bare Financial Services, Inc 3
Spark Investment Management LLC 3
First Allied Advisory Services, Inc. 3
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 3
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 3
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 3
Capital Asset Advisory Services LLC 3
Cornerstone Wealth Management, LLC 3
Fsi Group, Llc 3
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 3
ACK Asset Management LLC 3
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 3
Lomas Capital Management, LLC 3
AlphaCore Capital LLC 3
Oberweis Asset Management Inc/ 3
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 3
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 3
361 Capital Llc 3
Bailard, Inc. 3
Virtus ETF Advisers LLC 3
E. Ohman J:or Asset Management AB 3
Tlp Group Llc 3
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 3
J.w. Cole Advisors, Inc. 3
PFFD - Global X Funds - Global X U.S. Preferred ETF 3
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 3
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 3
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 3
Kemnay Advisory Services Inc. 3
Cambridge Trust Co 3
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 3
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 3
Wetzel Investment Advisors, Inc. 3
Kovitz Investment Group Partners, LLC 3
Lombard Odier Asset Management (Switzerland) SA 3
Rakuten Securities, Inc. 3
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 3
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 3
CSat Investment Advisory, L.P. 3
Allstate Corp 3
Bluefin Trading, LLC 3
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 3
Turtle Creek Wealth Advisors, LLC 3
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 3
Point72 Asia (Singapore) Pte. Ltd. 3
Park Avenue Institutional Advisers LLC 3
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 3
Mosaic Family Wealth, LLC 3
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 3
Virtus Investment Advisers, Inc. 3
Rampart Investment Management Company, LLC 3
Euclid Advisors LLC 3
PFG Private Wealth Management, LLC 3
Mml Investors Services, Llc 3
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 3
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 3
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 3
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 3
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 3
Dubuque Bank & Trust Co 3
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 3
Raiffeisen Bank International AG 3
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 3
Trust Point Inc. 3
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 3
PWS - Pacer Funds Trust - Pacer WealthShield ETF 3
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 3
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 3
Institutional & Family Asset Management, Llc 3
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 3
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 3
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 3
Advance Capital I Inc 3
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 3
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 3
BLPIX - Profunds - Bull Profund Investor Class 3
Cleararc Capital Inc 3
Schonfeld Group Holdings LLC 3
ULPIX - Profunds - Ultrabull Profund Investor Class 3
LVPIX - Profunds - Large-cap Value Profund Investor Class 3
DRW Securities, LLC 3
Tiverton Asset Management Llc 3
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 3
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 3
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 3
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 3
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 3
CWA Asset Management Group, LLC 3
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 3
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 3
Bank Of Nova Scotia 3
Green Arrow Capital Management Llc 3
City National Bank 3
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 3
BerganKDV Wealth Management, LLC 3
Valued Wealth Advisors LLC 3
Anchor Investment Management, LLC 3
Guardian Investor Services Llc 3
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 3
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 3
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 3
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 3
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 3
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 3
Parameter Capital Management LLC 3
Cai Capital Management, Inc. 3
New Amsterdam Partners Llc/ny 3
Vanguard Specialized Funds 3
Archipel Asset Management AB 3
NuWave Investment Management, LLC 3
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 3
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 3
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 3
West Paces Advisors Inc. 3
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 3
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 3
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 3
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 3
Wilmington Trust, National Association 3
Wilmington Trust Investment Management, LLC 3
Wilmington Funds Management Corp 3
Burns Matteson Capital Management, LLC 3
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 3
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 3
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 3
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 3
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 3
Elite Wealth Management, Inc. 3
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 3
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 3
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 3
Jacobi Capital Management LLC 3
Corient Capital Partners, LLC 3
Madison Investment Holdings Inc 3
Clearwater Capital Advisors, LLC 3
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 3
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 3
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 3
Simon Quick Advisors, Llc 3
First Command Bank 3
First Command Financial Services, Inc. 3
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 3
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 3
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 3
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 3
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 3
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Ultra Short Bond Fund 3
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 3
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 3
Prospector Partners Llc 3
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 3
Avantax Planning Partners, Inc. 3
SCIU - Global X Funds - Global X Scientific Beta US ETF 3
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 3
McAdam, LLC 3
First Capital Advisors Group, LLC. 3
Herndon Capital Management Llc 3
JJJ Advisors Inc. 3
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 3
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 3
Symmetry Partners, LLC 3
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 3
Rossby Financial, LCC 3
Empowered Funds, LLC 3
Empirical Finance, LLC 3
TD Waterhouse Canada Inc. 3
Todd Asset Management Llc 3
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 3
Park Avenue Securities Llc 3
Independent Advisor Alliance 3
Banco Santander, S.A. 3
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 3
Point72 Europe (London) LLP 3
Dai-Ichi Life Insurance Company, Ltd 3
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 3
Meadow Creek Investment Management LLC 3
Envestnet Portfolio Solutions, Inc. 3
Intellectus Partners, LLC 3
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 3
Auxier Asset Management 3
Sentinel Trust Co Lba 3
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 3
IFM Investors Pty Ltd 3
Annis Gardner Whiting Capital Advisors, LLC 3
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 3
Advantage Investment Management, Llc 3
Ritholtz Wealth Management 3
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 3
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 3
Sowell Financial Services LLC 3
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 3
Elkhorn Investments, LLC 3
Doyle Wealth Management 3
First Eagle Investment Management, LLC 3
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 3
Wetherby Asset Management Inc 3
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 3
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 3
Founders Capital Management 3
Norden Group Llc 3
Global Financial Private Capital, LLC 3
Achmea Investment Management B.V. 3
Lido Advisors, LLC 3
Flagship Harbor Advisors, Llc 3
Quest 10 Wealth Builders, Inc. 3
WealthTrak Capital Management LLC 3
Atlantic Trust, LLC 3
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 3
Banco Bilbao Vizcaya Argentaria, S.a. 3
Spot Trading L.l.c. 3
Estabrook Capital Management 3
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 3
denkapparat Operations GmbH 3
Ferris Capital, Llc 3
Bb&t Investment Services, Inc. 3
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 3
Capital Bank & Trust Co 3
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 3
Bogart Wealth, LLC 3
Donoghue Forlines LLC 3
MPS Loria Financial Planners, LLC 3
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 3
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 3
Edge Advisors, Llc 3
Seminole Management Co., Inc. 3
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 3
Standard Life Aberdeen plc 3
Syon Capital Llc 3
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 3
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 3
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 3
Cerebellum GP, LLC 3
Unison Advisors LLC 3
ROE - EA Series Trust - Astoria US Quality Kings ETF 3
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 3
Arlington Partners LLC 3
IFG Advisory, LLC 3
Price Wealth Management, Inc. 3
Soros Fund Management Llc 3
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 3
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 3
DC Investments Management, LLC 3
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 3
DecisionPoint Financial, LLC 3
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 3
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 3
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 3
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 3
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 3
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 3
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 3
Dunhill Financial, LLC 3
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 3
UniSuper Management Pty Ltd 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 3
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 3
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 3
Columbus Macro, LLC 3
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 3
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 3
Gts Securities Llc 3
Cherry Tree Wealth Management, LLC 3
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 3
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 3
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 3
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 3
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 3
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 3
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 3
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 3
Voya Global Equity Dividend & Premium Opportunity Fund 3
Impact Partnership Wealth, LLC 3
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 3
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 3
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 3
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 3
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 3
Usaa Etf Trust 3
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 3
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 3
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 3
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 3
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 3
Atomi Financial Group, Inc. 3
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 3
ORG Partners LLC 3
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 3
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 3
Forum Funds 3
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 3
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 3
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 3
Smithfield Trust Co 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 3
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 3
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 3
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 3
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 3
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 3
Putnam Premier Income Trust 3
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 3
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 3
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 3
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 3
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 3
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 3
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 3
Nebula Research & Development LLC 3
Stoneridge Investment Partners Llc 3
PFG Investments, LLC 3
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 3
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 3
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 3
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 3
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 3
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 3
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 3
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 3
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 3
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 3
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 3
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 3
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 3
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 3
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 3
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 3
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 3
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 3
Oppenheimer Variable Account Funds 3
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 3
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 3
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 3
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 3
Nuveen Tax-advantaged Dividend Growth Fund 3
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 3
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 3
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 3
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 3
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 3
Nuveen Core Equity Alpha Fund 3
Tucker Asset Management Llc 3
Nilsine Partners, LLC 3
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 3
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 3
Keel Point, LLC 3
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 3
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 3
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 3
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 3
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 3
Core Bond Portfolio - Core Bond Portfolio 3
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 3
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 3
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 3
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 3
25 Llc 3
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 3
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 3
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 3
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 3
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 3
Gwn Securities Inc. 3
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 3
Whitnell & Co. 3
Advisory Alpha, LLC 3
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 3
STXV - EA Series Trust - Strive 1000 Value ETF 3
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 3
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 3
Scout Funds 3
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 3
Stonebridge Capital Advisors LLC 3
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 3
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 3
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 3
Pimco Dynamic Income Fund 3
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 3
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 3
Profunds - Profund Vp Ultrabull 3
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 3
Profunds - Profund Vp Bull 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 3
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 3
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 3
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 3
Profunds - Profund Vp Large-cap Value 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 3
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 3
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 3
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 3
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 3
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 3
Transamerica Partners Portfolios 3
Transamerica Partners Funds Group Ii 3
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 3
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 3
Transamerica Partners Funds Group 3
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 3
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 3
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 3
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 3
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 3
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 3
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 3
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 3
Ssga Master Trust 3
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 3
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 3
Wedbush Securities Inc 3
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 3
Cornerstone Strategic Value Fund Inc 3
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 3
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 3
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 3
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 3
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 3
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 3
Ruedi Wealth Management, Inc. 3
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 3
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 3
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 3
Clearbridge Investments, LLC 3
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 3
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 3
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 3
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 3
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 3
Coppell Advisory Solutions Corp. 3
Point72 Middle East FZE 3
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 3
Guggenheim Strategic Opportunities Fund 3
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 3
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 3
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 3
HYLD - Exchange Listed Funds Trust - High Yield ETF 3
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 3
Halbert Hargrove Global Advisors, Llc 3
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 3
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 3
SageView Advisory Group, LLC 3
Mill Creek Capital Advisors, LLC 3
Global X Funds 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 3
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 3
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 3
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 3
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 3
Meeder Advisory Services, Inc. 3
Mendon Capital Advisors Corp 3
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 3
Readystate Asset Management Lp 3
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 3
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 3
Cohen & Steers Mlp Income & Energy Opportunity Fund 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 3
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 3
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 3
Numerai GP LLC 3
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 3
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 3
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 3
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 3
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 3
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 3
Dfa Investment Trust Co - The U.s. Large Cap Value Series 3
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 3
Cornerstone Planning Group LLC 3
West Tower Group, LLC 3
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 3
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 3
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 3
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 3
First Trust Intermediate Duration Preferred & Income Fund 3
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 3
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 3
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 3
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 3
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 3
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 3
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 3
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 3
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 3
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 3
Mfs Intermediate Income Trust 3
Sumitomo Life Insurance Co 3
Inceptionr Llc 3
Iat Reinsurance Co Ltd. 3
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 3
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 3
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 3
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 3
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 3
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 3
Qsemble Capital Management, LP 3
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 3
Caxton Associates Llp 3
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 3
Perigon Wealth Management, LLC 3
Pinnacle Financial Partners Inc 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 3
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 3
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 3
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 3
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 3
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 3