Building Materials, Hardware, Garden Supply, And Mobile Home Dealers - Largest Owners in this Industry

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

Investor Number of Known Investments
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 103
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 103
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 101
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 100
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 97
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 96
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 95
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 91
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 89
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 89
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 88
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 88
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 86
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 81
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 81
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 80
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 70
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 67
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 66
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 65
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 65
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 64
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 64
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 62
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 60
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 59
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 57
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 52
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 51
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 49
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 49
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 48
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 48
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 47
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 47
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 46
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 46
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 46
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 46
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 45
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 45
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 44
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 44
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 44
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 44
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 44
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 44
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 43
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 43
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 42
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 42
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 42
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 42
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 42
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 42
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 42
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 42
MASTER BOND LLC - Master Total Return Portfolio 42
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 42
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 41
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 41
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 40
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 40
BRACX - Blackrock Allocation Target Shares - Bats Series C 40
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 39
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 39
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 39
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 39
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 39
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 39
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 38
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 38
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 38
NOBOX - Northern Funds - Northern Bond Index Fund 38
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 38
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 38
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 36
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 36
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 35
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 35
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 35
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 35
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 34
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 34
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 33
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 33
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 33
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 33
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 32
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 31
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 31
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 31
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 31
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 31
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 31
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 30
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 30
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 30
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 30
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 29
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 29
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 29
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 29
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 29
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 28
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 28
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 28
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 28
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 28
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 27
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 27
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 27
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 26
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 26
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 26
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 26
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 26
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 26
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 26
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 26
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 26
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 26
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 26
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 25
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 25
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 25
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 25
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 25
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 25
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 25
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 25
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 25
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 24
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 24
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 24
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 24
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 24
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 24
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 24
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 24
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 24
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 24
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 24
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 24
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 24
STFBX - Advisers Investment Trust - State Farm Balanced Fund 23
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 23
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 23
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 23
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 23
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 23
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 23
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 23
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 23
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 23
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 22
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 22
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 22
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 22
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 22
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 22
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 22
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 21
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 21
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 21
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 21
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 21
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 21
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 21
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 20
Six Circles Trust - Six Circles Global Bond Fund 20
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 20
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 20
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 20
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 20
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 20
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 19
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 19
Invesco Bond Fund 19
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 19
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 19
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 19
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 19
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 19
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 19
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 18
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 18
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 18
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 18
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 18
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 18
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 18
BlackRock ESG Capital Allocation Trust 18
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 18
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 18
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 18
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 18
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 18
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 17
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 17
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 17
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 17
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 17
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 17
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 17
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 17
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 17
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 17
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 17
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 17
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 17
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 17
BlackRock ETF Trust II - BlackRock Total Return ETF 17
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 17
JNL SERIES TRUST - JNL Bond Index Fund (I) 17
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 17
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 17
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 17
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 16
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 16
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 16
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 16
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 16
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 16
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 16
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 16
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 16
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 16
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 16
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 16
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 16
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 16
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 15
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 15
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 15
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 15
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 15
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 15
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 15
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 15
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 15
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 15
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 15
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 15
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 15
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 15
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 15
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 14
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 14
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 14
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 14
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 14
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 14
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 14
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 14
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 14
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 14
FundVantage Trust - Verplanck Balanced Fund 14
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 14
Jpmorgan Chase & Co 14
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 14
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 14
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 14
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 14
Vanguard Group Inc 14
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 14
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 14
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 14
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 14
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 14
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 14
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 14
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 13
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 13
Wells Fargo & Company/mn 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 13
Proequities, Inc. 13
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 13
Bank Of America Corp /de/ 13
Royal Bank Of Canada 13
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 13
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 13
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 13
Morgan Stanley 13
Sonora Investment Management, LLC 13
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 13
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 13
BlackRock, Inc. 13
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 13
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 13
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 13
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 13
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 13
UBS Group AG 13
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 13
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 13
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 13
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 13
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 13
Fmr Llc 13
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 13
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 13
Acadian Asset Management Llc 13
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 13
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 13
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 13
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 13
Millennium Management Llc 12
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 12
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 12
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 12
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 12
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 12
Geode Capital Management, Llc 12
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 12
Advisor Group Holdings, Inc. 12
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 12
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 12
New York State Teachers Retirement System 12
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 12
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 12
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 12
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 12
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 12
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 12
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 12
Citigroup Inc 12
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 12
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 12
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 12
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 12
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 12
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 12
Renaissance Technologies Llc 12
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 12
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 12
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 12
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 12
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 12
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 12
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 12
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 12
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 12
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 12
VCAAX - VALIC Co I - Asset Allocation Fund 12
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 12
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 12
Susquehanna International Group, Llp 12
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 12
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 12
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 12
Pacer Advisors, Inc. 12
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 12
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 12
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 12
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 11
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 11
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 11
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 11
Deutsche Bank Ag\ 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 11
Us Bancorp \de\ 11
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 11
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 11
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 11
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 11
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 11
Barclays Plc 11
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 11
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 11
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 11
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 11
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 11
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 11
State Street Corp 11
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 11
Northern Trust Corp 11
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 11
IFP Advisors, Inc 11
Two Sigma Investments, Lp 11
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 11
GWM Advisors LLC 11
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 11
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 11
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 11
Bnp Paribas Arbitrage, Sa 11
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 11
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 11
Citadel Advisors Llc 11
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 11
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 11
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 11
ProShare Advisors LLC 11
Invesco Ltd. 11
Cornerstone Planning Group LLC 11
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 11
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 11
Toronto Dominion Bank 11
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 11
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 11
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 11
IWV - iSHARES TRUST - iShares Russell 3000 ETF 11
Victory Capital Management Inc 11
Virtu Financial LLC 11
FDx Advisors, Inc. 11
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 11
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 11
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 11
Tower Research Capital LLC (TRC) 11
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 11
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 11
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 11
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 11
California Public Employees Retirement System 11
Voya Investment Management Llc 11
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 11
SG Americas Securities, LLC 11
BlackRock ETF Trust II - BlackRock Flexible Income ETF 11
Strs Ohio 10
MetLife Investment Management, LLC 10
Panagora Asset Management Inc 10
Dimensional Fund Advisors Lp 10
Voloridge Investment Management, Llc 10
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 10
Jefferies Group LLC 10
Bank of New York Mellon Corp 10
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 10
HighTower Advisors, LLC 10
Verition Fund Management LLC 10
Occudo Quantitative Strategies Lp 10
State of New Jersey Common Pension Fund D 10
Trexquant Investment LP 10
Quadrant Capital Group Llc 10
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 10
Aigen Investment Management, Lp 10
Norges Bank 10
Parametric Portfolio Associates Llc 10
American International Group, Inc. 10
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 10
Campbell & CO Investment Adviser LLC 10
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 10
Parallax Volatility Advisers, L.P. 10
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 10
Great West Life Assurance Co /can/ 10
Ground Swell Capital, LLC 10
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 10
American Portfolios Advisors 10
Fox Run Management, L.l.c. 10
Teachers Retirement System Of The State Of Kentucky 10
Huntington National Bank 10
Alliancebernstein L.p. 10
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 10
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 10
Russell Investments Group, Ltd. 10
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 10
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 10
Parallel Advisors, LLC 10
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 10
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 10
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 10
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 10
Engineers Gate Manager LP 10
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 10
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 10
Bayesian Capital Management, LP 10
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 10
Teacher Retirement System Of Texas 10
XTX Topco Ltd 10
O'shaughnessy Asset Management, Llc 10
Marshall Wace, Llp 10
Nomura Holdings Inc 10
Allianz Asset Management GmbH 10
Arizona State Retirement System 10
Group One Trading, L.p. 10
Jump Financial, LLC 10
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 10
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 10
Raymond James Financial Services Advisors, Inc. 10
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 10
Metropolitan Life Insurance Co/ny 10
Aqr Capital Management Llc 10
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 10
Wolverine Trading, Llc 10
Macquarie Group Ltd 10
Goldman Sachs Group Inc 10
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 10
CIBC Private Wealth Group, LLC 10
Winton Capital Group Ltd 10
Wellington Management Group Llp 10
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 10
Prelude Capital Management, Llc 10
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 10
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 10
Federation des caisses Desjardins du Quebec 10
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 10
State Of Wisconsin Investment Board 10
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 10
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 10
Two Sigma Advisers, Lp 10
Two Sigma Securities, Llc 10
Amalgamated Bank 10
Truist Financial Corp 10
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 10
Alyeska Investment Group, L.P. 10
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 10
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 10
Charles Schwab Investment Management Inc 10
Quadrature Capital Ltd 10
Vident Investment Advisory, LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 10
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 10
First Trust Advisors Lp 10
Marshall Wace North America L.P. 10
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 10
Hsbc Holdings Plc 10
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 10
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 10
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 10
Meeder Asset Management Inc 10
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 10
Pnc Financial Services Group, Inc. 10
Cambridge Investment Research Advisors, Inc. 10
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 10
Newbridge Financial Services Group, Inc. 10
Hudson Bay Capital Management LP 10
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 10
Los Angeles Capital Management Llc 10
Advisory Services Network, LLC 10
Credit Suisse Ag/ 10
Nisa Investment Advisors, Llc 10
Oxford Asset Management Llp 10
PDT Partners, LLC 10
Schonfeld Strategic Advisors LLC 10
Flagship Harbor Advisors, Llc 10
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 10
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 10
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 10
LPL Financial LLC 10
HAP Trading, LLC 10
Ubs Asset Management Americas Inc 10
Neuberger Berman Group LLC 10
California State Teachers Retirement System 10
Ameriprise Financial Inc 10
Nuveen Asset Management, LLC 10
Sei Investments Co 10
Natixis 10
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 10
Alphacrest Capital Management Llc 10
Manufacturers Life Insurance Company, The 10
Quantamental Technologies LLC 10
AE Wealth Management LLC 10
Walleye Capital LLC 10
Northwestern Mutual Wealth Management Co 10
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 10
Legal & General Group Plc 10
Lazard Asset Management Llc 10
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 10
Sofos Investments, Inc. 10
Qube Research & Technologies Ltd 10
Ladenburg Thalmann Financial Services Inc 10
Versant Capital Management, Inc 10
Cwm, Llc 10
Federated Hermes, Inc. 9
IndexIQ Advisors LLC 9
Gradient Investments LLC 9
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 9
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 9
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 9
Simplex Trading, Llc 9
Friess Associates Llc 9
Landscape Capital Management, L.l.c. 9
Advisor Group, Inc. 9
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 9
Thrivent Financial For Lutherans 9
Principal Securities, Inc. 9
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 9
Paloma Partners Management Co 9
Walleye Trading LLC 9
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 9
Public Employees Retirement Association Of Colorado 9
Optimum Investment Advisors 9
PEAK6 Investments LLC 9
BFOR - ALPS ETF Trust - Barron's 400 ETF 9
Raymond James Financial Inc 9
Eudaimonia Partners, LLC 9
Canada Pension Plan Investment Board 9
Proficio Capital Partners LLC 9
AdvisorNet Financial, Inc 9
IHT Wealth Management, LLC 9
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 9
Clearbridge Investments, LLC 9
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 9
Caption Management, LLC 9
Blackrock Core Bond Trust 9
Aperio Group, LLC 9
Nationwide Fund Advisors 9
Menta Capital Llc 9
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 9
Tudor Investment Corp Et Al 9
Hexagon Capital Partners LLC 9
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 9
CIBC World Markets Inc. 9
Employees Retirement System of Texas 9
Sawtooth Solutions, LLC 9
Driehaus Capital Management Llc 9
Mutual Of America Capital Management Llc 9
Algert Global Llc 9
Financial Architects, Inc 9
Oppenheimer & Co Inc 9
KBC Group NV 9
Prudential Financial Inc 9
First Republic Investment Management, Inc. 9
State of Tennessee, Treasury Department 9
State of Wyoming 9
Toth Financial Advisory Corp 9
EverSource Wealth Advisors, LLC 9
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 9
BlackRock Capital Allocation Trust 9
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 9
Highlander Capital Management, LLC 9
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 9
Zurcher Kantonalbank (Zurich Cantonalbank) 9
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 9
Glenmede Trust Co Na 9
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 9
Capital Advisors, Ltd. LLC 9
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 9
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 9
FLDFX - Meeder Funds - BALANCED FUND Retail Class 9
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 9
Scopus Asset Management, L.p. 9
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 9
Hrt Financial Lp 9
United Capital Financial Advisers, Llc 9
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 9
Money Concepts Capital Corp 9
Gotham Asset Management, LLC 9
Global Retirement Partners, LLC 9
Boothbay Fund Management, Llc 9
Creative Planning 9
Cetera Advisor Networks LLC 9
Handelsbanken Fonder AB 9
Amalgamated Financial Corp. 9
HighMark Wealth Management LLC 9
Public Sector Pension Investment Board 9
Bogart Wealth, LLC 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 9
American Century Companies Inc 9
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 9
Fifth Third Bancorp 9
Caxton Associates Lp 9
Benjamin F. Edwards & Company, Inc. 9
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 9
Price T Rowe Associates Inc /md/ 9
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 9
Geneos Wealth Management Inc. 9
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 9
New York State Common Retirement Fund 9
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 9
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 9
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 9
Squarepoint Ops LLC 9
First Mercantile Trust Co 9
Shell Asset Management Co 9
Parkside Financial Bank & Trust 9
Bokf, Na 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 9
Y-Intercept (Hong Kong) Ltd 9
Harbor Investment Advisory, Llc 9
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 9
Cetera Advisors LLC 9
Exchange Traded Concepts, Llc 9
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 9
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 9
A.R.T. Advisors, LLC 9
FNY Investment Advisers, LLC 9
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 9
Laurion Capital Management LP 9
Dynamic Technology Lab Private Ltd 9
FORA Capital, LLC 9
J.w. Cole Advisors, Inc. 9
Envestnet Asset Management Inc 9
Swiss National Bank 9
Jacobs Levy Equity Management, Inc 9
Massachusetts Financial Services Co /ma/ 9
C M Bidwell & Associates Ltd 9
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 9
D. E. Shaw & Co., Inc. 9
Captrust Financial Advisors 9
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 9
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 9
Stifel Financial Corp 9
Summit Trail Advisors, Llc 9
Zacks Investment Management 9
Point72 Asset Management, L.P. 9
Gsa Capital Partners Llp 9
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 9
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 9
Bridgeway Capital Management Inc 9
Penserra Capital Management LLC 9
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 9
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 9
Private Advisor Group, LLC 9
Janney Montgomery Scott LLC 9
Franklin Resources Inc 9
ExodusPoint Capital Management, LP 9
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 9
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 9
Eaton Vance Management 9
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 9
Point72 Middle East FZE 9
Ubs Ag 9
Guggenheim Capital Llc 9
Mirae Asset Global Investments Co., Ltd. 9
Ensign Peak Advisors, Inc 9
Teachers Advisors, Llc 9
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 9
Weiss Multi-Strategy Advisers LLC 9
Valeo Financial Advisors, LLC 9
Thoroughbred Financial Services, Llc 9
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 9
Ameritas Investment Corp 9
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 9
Man Group plc 9
Balyasny Asset Management Llc 9
Harvest Fund Management Co., Ltd 9
Tiaa Cref Investment Management Llc 9
Jane Street Group, Llc 9
Hbk Investments L P 9
Blueshift Asset Management, LLC 9
Ronald Blue Trust, Inc. 9
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 9
NumerixS Investment Technologies Inc 9
Prospera Financial Services Inc 9
Raymond James & Associates 9
Principal Financial Group Inc 9
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 9
Jones Financial Companies Lllp 9
National Asset Management, Inc. 9
Ameritas Investment Partners, Inc. 9
Sciencast Management LP 9
Public Employees Retirement System Of Ohio 9
Alpha DNA Investment Management LLC 9
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 9
Lindbrook Capital, Llc 9
Dark Forest Capital Management Lp 9
Clinton Group Inc 9
Mariner, LLC 9
Commonwealth Equity Services, Llc 9
Ellington Management Group Llc 9
Connor, Clark & Lunn Investment Management Ltd. 9
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 9
Fuller & Thaler Asset Management, Inc. 9
Farmers & Merchants Investments Inc 9
Highbridge Capital Management Llc 9
Rockefeller Capital Management L.P. 9
Stephens Inc /ar/ 9
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 9
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 9
Carlson Capital L P 9
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 9
Congress Asset Management Co /ma 9
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 9
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 9
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 9
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 9
NEXT Financial Group, Inc 9
Stratos Wealth Partners, LTD. 9
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 9
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 9
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 9
Quantbot Technologies LP 9
Loomis Sayles & Co L P 9
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 9
TCI Wealth Advisors, Inc. 9
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 9
Gts Securities Llc 9
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 9
Patriot Financial Group Insurance Agency, LLC 9
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 9
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 9
Bank Of Montreal /can/ 9
Alps Advisors Inc 9
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 9
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 9
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 9
Cubist Systematic Strategies, LLC 9
Rhumbline Advisers 9
Capital Fund Management S.a. 9
Pinnacle Wealth Planning Services, Inc. 9
Lord, Abbett & Co. Llc 9
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 9
Farther Finance Advisors, LLC 9
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 9
Aquatic Capital Management LLC 9
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 9
Steward Partners Investment Advisory, Llc 9
Point72 Hong Kong Ltd 9
Fred Alger Management, Llc 9
State Board Of Administration Of Florida Retirement System 9
SBI Securities Co., Ltd. 9
Cutler Group LP 9
Piedmont Investment Advisors Llc 9
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 9
Css Llc/il 9
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 9
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 9
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 9
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 9
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 9
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 9
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 9
Allworth Financial LP 9
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 8
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 8
RidgeWorth Capital Management LLC 8
Empowered Funds, LLC 8
Venturi Wealth Management, LLC 8
Numeric Investors Llc 8
Amundi 8
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 8
Maven Securities LTD 8
Lombard Odier Asset Management (USA) Corp 8
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 8
Oregon Public Employees Retirement Fund 8
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 8
Harbour Investments, Inc. 8
Guardian Wealth Advisors, LLC 8
Spire Wealth Management 8
Teza Capital Management LLC 8
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 8
MAI Capital Management 8
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 8
Jennison Associates Llc 8
Signaturefd, Llc 8
Coppell Advisory Solutions LLC 8
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 8
Sigma Planning Corp 8
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 8
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 8
Hartland & Co., LLC 8
Park Avenue Securities Llc 8
Avantax Planning Partners, Inc. 8
DAVENPORT & Co LLC 8
FNY Partners Fund LP 8
Versor Investments LP 8
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 8
Concord Wealth Partners 8
Vontobel Holding Ltd. 8
Atria Investments Llc 8
Vantage Consulting Group Inc 8
Polar Asset Management Partners Inc. 8
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 8
Quantitative Systematic Strategies LLC 8
Maryland State Retirement & Pension System 8
Dubuque Bank & Trust Co 8
State of Alaska, Department of Revenue 8
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 8
Wolff Wiese Magana Llc 8
Robeco Institutional Asset Management B.V. 8
GAM Holding AG 8
Quantitative Investment Management, LLC 8
Johnson Financial Group, Inc. 8
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 8
People's United Financial, Inc. 8
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 8
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 8
Maverick Capital Ltd 8
Bartlett & Co. Wealth Management Llc 8
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 8
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 8
Etf Managers Group, Llc 8
Xact Kapitalforvaltning AB 8
J. Goldman & Co LP 8
Ergoteles LLC 8
Baker Avenue Asset Management, LP 8
Kestra Advisory Services, LLC 8
Smithfield Trust Co 8
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 8
Chicago Equity Partners Llc 8
Motco 8
ETRADE Capital Management LLC 8
Hillsdale Investment Management Inc. 8
Emerald Acquisition Ltd. 8
Interval Partners, LP 8
Assured Investment Management LLC 8
Institutional & Family Asset Management, Llc 8
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 8
M&t Bank Corp 8
Focused Wealth Management, Inc 8
CAPROCK Group, Inc. 8
Bartlett & Co. LLC 8
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 8
Stone Ridge Asset Management LLC 8
International Assets Investment Management, Llc 8
SAC Capital Advisors LP 8
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 8
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 8
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 8
First Horizon Advisors, Inc. 8
Glassman Wealth Services 8
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 8
Synovus Financial Corp 8
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 8
Wealthspire Advisors, L.P. 8
Sterling Capital Management LLC 8
Bank Of Nova Scotia 8
Macroview Investment Management Llc 8
AIEQ - ETF Managers Trust - AI Powered Equity ETF 8
Russell Frank Co/ 8
Axa S.a. 8
Belvedere Trading LLC 8
Wedbush Securities Inc 8
Caas Capital Management Lp 8
Pine River Capital Management L.P. 8
JustInvest LLC 8
Anchor Investment Management, LLC 8
Koshinski Asset Management, Inc. 8
USA Financial Portformulas Corp 8
iA Global Asset Management Inc. 8
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 8
Pacific Global Investment Management Co 8
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 8
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 8
Comerica Bank 8
James Investment Research Inc 8
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 8
Sandy Spring Bank 8
Umb Bank N A/mo 8
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 8
Caisse De Depot Et Placement Du Quebec 8
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 8
HighPoint Advisor Group LLC 8
Adage Capital Partners Gp, L.l.c. 8
Navellier & Associates Inc 8
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 8
AHL Partners LLP 8
Avion Wealth 8
Verus Capital Partners, Llc 8
Sunbelt Securities, Inc. 8
Jfs Wealth Advisors, Llc 8
IMC-Chicago, LLC 8
Prestige Wealth Management Group LLC 8
Mercer Global Advisors Inc /adv 8
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 8
PEAK6 Investments, L.P. 8
Susquehanna Fundamental Investments, Llc 8
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 8
Toroso Investments, LLC 8
Atom Investors LP 8
Seven Eight Capital, Lp 8
Cresset Asset Management, LLC 8
Quantinno Capital Management LP 8
Ossiam 8
Alera Investment Advisors, LLC 8
Archer Investment Corp 8
Weld Capital Management Llc 8
Mirabella Financial Services Llp 8
Avantax Advisory Services, Inc. 8
Zions Bancorporation, N.A. 8
Twinbeech Capital Lp 8
Meridian Wealth Partners, LLC 8
Townsquare Capital Llc 8
Riverview Trust Co 8
Pearl River Capital, LLC 8
TD Waterhouse Canada Inc. 8
FIL Ltd 8
Ellevest, Inc. 8
Kornitzer Capital Management Inc /ks 8
Zebra Capital Management LLC 8
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 8
Orion Portfolio Solutions, LLC 8
Ethic Inc. 8
Boston Partners 8
Truvestments Capital Llc 8
Private Trust Co Na 8
Mv Capital Management, Inc. 8
ORG Partners LLC 8
Van Eck Associates Corp 8
1832 Asset Management L.P. 8
QS Investors, LLC 8
Creative Financial Designs Inc /adv 8
Private Capital Group, LLC 8
Moore Capital Management, Lp 8
Sutton Wealth Advisors Inc. 8
Financial Advocates Investment Management 8
Td Asset Management Inc 8
Athanor Capital, Lp 8
Berman Capital Advisors, LLC 8
Holocene Advisors, LP 8
CENTRAL TRUST Co 8
Atlantic Union Bankshares Corp 8
Larson Financial Group LLC 8
Healthcare Of Ontario Pension Plan Trust Fund 8
Trustcore Financial Services, Llc 8
Centaurus Financial, Inc. 8
Centiva Capital, LP 8
Nbc Securities, Inc. 8
Seacrest Wealth Management, Llc 8
Asset Dedication, LLC 8
Suntrust Banks Inc 8
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 8
United Services Automobile Association 8
BlueCrest Capital Management Ltd 8
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 8
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 8
Ancora Advisors, LLC 8
Ieq Capital, Llc 8
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 8
Sumitomo Mitsui Trust Holdings, Inc. 8
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 8
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 8
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 8
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 8
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 8
Clough Global Opportunities Fund 8
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 8
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 8
Arrowstreet Capital, Limited Partnership 8
Westfield Capital Management Co Lp 8
Fiera Capital Corp 8
Pictet Asset Management Ltd 8
AMP Capital Investors Ltd 8
Assetmark, Inc 8
Guggenheim Strategic Opportunities Fund 8
Wolverine Asset Management Llc 8
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 8
Brown Brothers Harriman & Co 8
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 8
Kcg Holdings, Inc. 8
Catalyst Funds Management Pty Ltd 8
Cetera Investment Advisers 8
Blair William & Co/il 8
Nuveen, LLC 8
Shelton Capital Management 8
Profund Advisors Llc 8
Stevens Capital Management Lp 8
Petrus Trust Company, LTA 8
Agf Investments Inc. 8
Texas Permanent School Fund 8
True Wealth Design, LLC 8
CI Private Wealth, LLC 8
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 8
Cipher Capital LP 8
Headlands Technologies LLC 8
BlackRock Institutional Trust Company, N.A. 8
CIBC Asset Management Inc 8
Asset Management One Co., Ltd. 8
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 8
SG3 Management, LLC 8
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 8
Belpointe Asset Management LLC 8
Standard Life Aberdeen plc 8
Gemmer Asset Management LLC 8
Everence Capital Management Inc 8
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 8
Convergence Investment Partners, LLC 8
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 8
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 8
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 8
Clear Street Markets Llc 8
Crossmark Global Holdings, Inc. 8
Resources Investment Advisors, LLC. 8
Wesbanco Bank Inc 8
Tfo-tdc, Llc 8
Manchester Capital Management LLC 8
Parametrica Management Ltd 8
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 8
Bessemer Group Inc 8
Hantz Financial Services, Inc. 8
Jefferies Financial Group Inc. 8
Samlyn Capital, Llc 8
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 8
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 8
Great Lakes Advisors, Llc 8
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 8
North Star Investment Management Corp. 8
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 8
Mather Group, Llc. 8
Atria Wealth Solutions, Inc. 8
BlackRock Group LTD 8
BlackRock Fund Advisors 8
Ajo, Lp 8
Sculptor Capital LP 8
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 8
Fieldpoint Private Securities, LLC 8
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 8
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 8
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 8
Tcwp Llc 8
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 8
Rafferty Asset Management, LLC 8
Corebridge Financial, Inc. 8
OMERS ADMINISTRATION Corp 8
Visium Asset Management, LP 8
SpiderRock Advisors, LLC 8
BlackRock Advisors LLC 8
Virginia Retirement Systems Et Al 8
Catalyst Capital Advisors LLC 8
Regions Financial Corp 8
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 8
Louisiana State Employees Retirement System 8
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 8
Thompson Davis & Co., Inc. 8
Rise Advisors, LLC 8
Sowell Financial Services LLC 8
BlackRock Investment Management, LLC 8
Clear Harbor Asset Management, LLC 8
Snowden Capital Advisors LLC 8
Allstate Corp 8
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 8
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 8
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 8
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 8
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 8
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 8
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 8
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 8
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 8
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 8
Covestor Ltd 8
CoreCap Advisors, LLC 8
Plante Moran Financial Advisors, LLC 8
Cassady Schiller Wealth Management, LLC 8
Putnam Investments Llc 8
Ameritas Advisory Services, LLC 8
Steward Financial Group LLC 8
Summit Global Investments 8
Yousif Capital Management, Llc 8
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 8
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 8
Guggenheim Active Allocation Fund 8
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 8
Capital World Investors 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 8
NewSquare Capital LLC 8
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 8
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 8
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 8
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 8
WealthTrust-Arizona, LLC 8
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 8
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 8
Advisors Asset Management, Inc. 8
Allspring Global Investments Holdings, LLC 8
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 8
Schroder Investment Management Group 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 8
Whittier Trust Co 8
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 8
Bamco Inc /ny/ 8
Hutchin Hill Capital, LP 8
Pathstone Family Office, Llc 8
PineBridge Investments, L.P. 8
Graham Capital Management, L.P. 8
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 8
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 8
Capstone Investment Advisors, Llc 8
Activest Wealth Management 8
National Bank Of Canada /fi/ 8
Whittier Trust Co Of Nevada Inc 8
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 8
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 8
Magnetar Financial LLC 8
Calamos Advisors LLC 8
SRS Capital Advisors, Inc. 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 8
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 8
Eagle Asset Management Inc 8
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 8
Melvin Capital Management LP 7
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 7
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 7
We Are One Seven, LLC 7
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 7
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 7
Pin Oak Investment Advisors Inc 7
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 7
Nvwm, Llc 7
Kestra Investment Management, LLC 7
Emerald Investment Partners, Llc 7
Sanctuary Wealth Advisors, LLC 7
Harel Insurance Investments & Financial Services Ltd. 7
Tfs Capital Llc 7
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 7
Integrated Wealth Concepts LLC 7
Kapitalo Investimentos Ltda 7
Azzad Asset Management Inc /adv 7
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 7
American National Bank 7
Sargent Bickham Lagudis LLC 7
Colonial Trust Co / SC 7
Avidian Wealth Solutions, LLC 7
Edgestream Partners, L.P. 7
EBI - RBB Fund Trust - Longview Advantage ETF 7
Kathmere Capital Management, LLC 7
Brookfield Asset Management Inc. 7
Alpine Global Management, LLC 7
Managed Account Advisors Llc 7
Blackrock Multi-sector Opportunities Trust 7
New Wave Wealth Advisors Llc 7
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 7
Brinker Capital Inc 7
Commerce Bank 7
Schechter Investment Advisors, LLC 7
Weiss Strategic Interval Fund 7
Mount Yale Investment Advisors, LLC 7
Hilltop Holdings Inc. 7
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 7
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 7
O'Dell Group, LLC 7
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 7
Natixis Advisors, L.p. 7
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 7
Moloney Securities Asset Management, LLC 7
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 7
Annis Gardner Whiting Capital Advisors, LLC 7
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 7
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 7
Envestnet Portfolio Solutions, Inc. 7
Woodline Partners LP 7
BRYN MAWR TRUST Co 7
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 7
Nicholas Company, Inc. 7
Carolinas Wealth Consulting Llc 7
Sequoia Financial Advisors, LLC 7
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 7
Enlightenment Research, LLC 7
Hennessy Advisors Inc 7
Wiley Bros.-aintree Capital, Llc 7
Cary Street Partner Investment Advisory Llc 7
Mackenzie Financial Corp 7
Capital Bank & Trust Co 7
Cromwell Holdings LLC 7
Sheets Smith Wealth Management 7
Regent Peak Wealth Advisors LLC 7
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 7
Arkadios Wealth Advisors 7
FinTrust Capital Advisors, LLC 7
Bb&t Investment Services, Inc. 7
Ubs Oconnor Llc 7
Bell Investment Advisors, Inc 7
Rehmann Capital Advisory Group 7
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 7
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 7
Td Private Client Wealth Llc 7
Intech Investment Management Llc 7
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 7
Cinctive Capital Management LP 7
Ahrens Investment Partners LLC 7
Nomura Asset Management Co Ltd 7
Duality Advisers, Lp 7
Marsico Capital Management Llc 7
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 7
CVA Family Office, LLC 7
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 7
Bay Harbor Wealth Management, LLC 7
Ostrum Asset Management 7
GLG Partners LP 7
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 7
Vident Advisory, LLC 7
Procyon Private Wealth Partners, LLC 7
DAACX - Adviser Managed Trust - Diversified Equity Fund 7
FineMark National Bank & Trust 7
VisionPoint Advisory Group, LLC 7
eCIO, Inc. 7
Dupont Capital Management Corp 7
Rational Advisors Llc 7
Rothschild Investment Llc 7
Wealthfront Advisers Llc 7
Meiji Yasuda Asset Management Co Ltd. 7
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 7
LMR Partners LLP 7
Silvercrest Asset Management Group Llc 7
Treasurer of the State of North Carolina 7
Machina Capital S.a.s. 7
Liberty Wealth Management Llc 7
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 7
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 7
Echo Street Capital Management LLC 7
WR Wealth Planners, LLC 7
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 7
Advisor Resource Council 7
Comerica Securities,inc. 7
Gilder Gagnon Howe & Co Llc 7
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 7
Golden State Wealth Management, LLC 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 7
Coastal Investment Advisors, Inc. 7
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 7
Benjamin Edwards Inc 7
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 7
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 7
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 7
Threadgill Financial, Llc 7
GeoWealth Management, LLC 7
WASHINGTON TRUST Co 7
FNY Managed Accounts LLC 7
Beaird Harris Wealth Management, LLC 7
Glen Eagle Advisors, LLC 7
Banco Bilbao Vizcaya Argentaria, S.a. 7
D.a. Davidson & Co. 7
McElhenny Sheffield Capital Management, LLC 7
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 7
Independent Advisor Alliance 7
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 7
DRW Securities, LLC 7
Atlantic Trust, LLC 7
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 7
Waratah Capital Advisors Ltd. 7
Hudock, Inc. 7
Financial Management Professionals, Inc. 7
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 7
BI Asset Management Fondsmaeglerselskab A/S 7
Ruggie Capital Group 7
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 7
Pictet Asset Management Holding SA 7
Lido Advisors, LLC 7
Banque Pictet & Cie Sa 7
B. Metzler seel. Sohn & Co. Holding AG 7
Tocqueville Asset Management L.p. 7
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 7
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 7
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 7
Childress Capital Advisors, Llc 7
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 7
Riverhead Capital Management Llc 7
First Capital Advisors Group, LLC. 7
Highland Capital Management Lp 7
Crestline Management, LP 7
Diversified Trust Co 7
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 7
West Paces Advisors Inc. 7
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 7
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 7
William Blair Investment Management, Llc 7
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 7
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 7
Xponance, Inc. 7
Massmutual Trust Co Fsb/adv 7
Marathon Trading Investment Management LLC 7
Klp Kapitalforvaltning As 7
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 7
CWA Asset Management Group, LLC 7
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 7
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 7
Symphony Financial, Ltd. Co. 7
Baird Financial Group, Inc. 7
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 7
Valued Wealth Advisors LLC 7
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 7
Householder Group Estate & Retirement Specialist, LLC 7
Bank Julius Baer & Co. Ltd, Zurich 7
Janus Henderson Group Plc 7
Candriam Luxembourg S.C.A. 7
Johnson Investment Counsel Inc 7
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 7
Fortitude Family Office, LLC 7
Disciplined Investments, LLC 7
Mackay Shields Llc 7
Twin Peaks Wealth Advisors, LLC 7
Icon Advisers Inc/co 7
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 7
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 7
Commonwealth Equity Services, Inc 7
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 7
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 7
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 7
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 7
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 7
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 7
Trust Point Inc. 7
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 7
Jag Capital Management, Llc 7
Tcw Group Inc 7
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 7
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 7
Weiss Asset Management LP 7
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 7
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 7
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 7
Transamerica Financial Advisors, Inc. 7
Humankind Benefit Corp - Humankind US Stock ETF 7
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 7
Utah Retirement Systems 7
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 7
Amundi Pioneer Asset Management Inc 7
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 7
Essex Investment Management Co Llc 7
Lee Financial Co 7
Deere & Co 7
Enterprise Financial Services Corp 7
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 7
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 7
American Trust 7
LS Investment Advisors, LLC 7
Kovitz Investment Group Partners, LLC 7
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 7
ITB - iSHARES TRUST - iShares U.S. Home Construction ETF 7
Montag A & Associates Inc 7
SOUTH STATE Corp 7
Spark Investment Management LLC 7
Global Financial Private Client, LLC 7
ClariVest Asset Management LLC 7
Jaffetilchin Investment Partners, LLC 7
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 7
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 7
Point72 (DIFC) Ltd 7
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 7
Ascent Group, LLC 7
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 7
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 7
Quent Capital, LLC 7
IWB - iSHARES TRUST - iShares Russell 1000 ETF 7
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 7
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 7
Kingdon Capital Management, L.l.c. 7
Chartwell Investment Partners, Llc 7
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 7
Credit Agricole S A 7
Simplicity Wealth,LLC 7
Artemis Investment Management LLP 7
Ci Investments Inc. 7
Shay Capital LLC 7
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 7
DekaBank Deutsche Girozentrale 7
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 7
Advisory Research Inc 7
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 7
American Capital Advisory, LLC 7
Bowling Portfolio Management LLC 7
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 7
Forum Financial Management, LP 7
Raleigh Capital Management Inc. 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 7
Rakuten Securities, Inc. 7
Zions Bancorporation 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 7
HB Wealth Management, LLC 7
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 7
Ing Groep Nv 7
Cerity Partners LLC 7
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 7
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 7
BerganKDV Wealth Management, LLC 7
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 7
First Interstate Bank 7
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 7
First Quadrant L P/ca 7
Northwestern Mutual Investment Management Company, Llc 7
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 7
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 7
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 7
MQS Management LLC 7
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 7
Swedbank AB 7
Assenagon Asset Management S.A. 7
Jane Street Holding, LLC 7
GAMMA Investing LLC 7
World Asset Management Inc 7
B. Metzler seel. Sohn & Co. AG 7
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 7
Cable Hill Partners, LLC 7
Scotia Capital Inc. 7
MetLife Securities, Inc 7
Whipplewood Advisors, LLC 7
First Horizon Corp 7
Logan Capital Management Inc 7
Almanack Investment Partners, LLC. 7
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 7
Bridgewater Associates, LP 7
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 7
Transform Wealth, LLC 7
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 7
Coldstream Capital Management Inc 7
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 7
SJS Investment Consulting Inc. 7
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 7
Universal- Beteiligungs- und Servicegesellschaft mbH 7
Police & Firemen's Retirement System of New Jersey 7
St Germain D J Co Inc 7
Ashton Thomas Private Wealth, LLC 7
ULTRA SERIES FUND - Diversified Income Fund Class I 7
Element Capital Management Llc 7
WealthTrak Capital Management LLC 7
Retirement Systems of Alabama 7
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 7
Hexavest Inc. 7
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 7
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 7
Brinker Capital Investments, LLC 7
Quest Partners LLC 7
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 7
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 7
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 7
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 7
Yorktown Management & Research Co Inc 7
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 7
Jacobi Capital Management LLC 7
Mitsubishi UFJ Trust & Banking Corp 7
Portside Wealth Group, LLC 7
TFC Financial Management 7
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 7
Sachetta, LLC 7
Skopos Labs, Inc. 7
Thurston, Springer, Miller, Herd & Titak, Inc. 7
Voya Financial Advisors, Inc. 7
Moody National Bank Trust Division 7
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 7
Ogorek Anthony Joseph /ny/ /adv 7
Cullen/frost Bankers, Inc. 7
Old National Bancorp /in/ 7
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 7
Cordant, Inc. 7
Modera Wealth Management, LLC 7
Smartleaf Asset Management LLC 7
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 7
Congress Wealth Management LLC / DE / 7
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 7
CenterStar Fund, LLC 7
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 7
Scientech Research LLC 7
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 7
Rialto Wealth Management, LLC 7
Cordasco Financial Network 7
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 7
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 7
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 7
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 7
Pathstone Holdings, LLC 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 7
Colony Group, LLC 7
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 7
Capital Performance Advisors Llp 7
Optiver Holding B.V. 7
Claris Advisors, Llc / Mo / 7
Old Mission Capital Llc 7
Citizens Financial Group Inc/ri 7
Iron Horse Wealth Management, LLC 7
Caitong International Asset Management Co., Ltd 7
Intrinsic Edge Capital Management LLC 7
Clearview Wealth Advisors LLC 7
Nordea Investment Management Ab 7
Parkworth Wealth Management, Inc. 7
Spot Trading L.L.C 7
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 7
Schubert & Co 7
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 7
Baystate Wealth Management LLC 7
Roundview Capital LLC 7
Symmetry Partners, LLC 7
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 7
Dakota Wealth Management 7
MML Series Investment Fund II - MML Equity Rotation Fund Class II 7
MML Series Investment Fund II - MML Blend Fund Initial Class 7
BRASX - Blackrock Allocation Target Shares - Bats Series S 7
Hemington Wealth Management 7
Trust Co Of Vermont 7
Hanseatic Management Services Inc 7
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 7
Contravisory Investment Management, Inc. 7
First Midwest Bank Trust Division 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 7
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 7
Wipfli Financial Advisors Llc, 7
Entropy Technologies, LP 7
First Hawaiian Bank 7
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 7
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 7
Telemus Capital, Llc 7
Simon Quick Advisors, Llc 7
Oak Thistle LLC 7
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 7
Hughes Financial Services, LLC 7
Wedmont Private Capital 7
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 7
Mascoma Wealth Management LLC 7
Level Four Advisory Services, Llc 7
Voisard Asset Management Group, Inc. 7
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 7
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 7
Accurate Wealth Management, LLC 7
Hodges Capital Management Inc. 7
Fisher Asset Management, LLC 7
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 7
Veriti Management LLC 7
Pittenger & Anderson Inc 7
Securian Asset Management, Inc 7
Opal Wealth Advisors, LLC 7
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 7
Grantham, Mayo, Van Otterloo & Co. LLC 7
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 7
Brookstone Capital Management 7
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 7
Mizuho Securities Usa Llc 7
AGF Investments LLC 7
Kohmann Bosshard Financial Services, LLC 7
Bridgefront Capital, LLC 7
Peak6 Llc 7
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 7
Cibc World Markets Corp 7
Interchange Capital Partners, LLC 7
Howard Hughes Medical Institute 7
Western Asset Income Fund 7
Keybank National Association/oh 7
Hancock Whitney Corp 7
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 7
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 7
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 7
Red Door Wealth Management, LLC 7
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 7
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 7
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 7
Davidson Kempner Capital Management Lp 7
NorthRock Partners, LLC 7
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 7
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 7
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 7
Oppenheimer Asset Management Inc. 7
Delaware Enhanced Global Dividend & Income Fund 7
Hm Payson & Co 7
Aster Capital Management (DIFC) Ltd 7
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 7
BNP Paribas Asset Management Holding S.A. 7
Compagnie Lombard Odier SCmA 7
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 7
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 7
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 7
IBM Retirement Fund 7
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 7
Western Asset Investment Grade Defined Opportunity Trust Inc. 7
STXG - EA Series Trust - Strive 1000 Growth ETF 7
Brevan Howard Capital Management LP 7
New Mexico Educational Retirement Board 7
Old Mutual Global Investors (UK) Ltd. 7
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 7
Colony Group Llc 7
Pineridge Advisors LLC 7
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 7
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 7
Acrospire Investment Management LLC 7
Wealth Enhancement Advisory Services, Llc 7
Global Income Builder Portfolio - Global Income Builder Portfolio 7
Buckingham Capital Management Inc 7
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 7
WFG Advisors, LP 7
Fifth Third Wealth Advisors LLC 7
Twin Tree Management, LP 7
King Luther Capital Management Corp 7
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 7
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 7
Kayne Anderson Rudnick Investment Management Llc 7
Capital Research Global Investors 7
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 7
Zeke Capital Advisors, Llc 7
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 7
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 7
Clough Global Equity Fund 7
New York Life Investment Management Llc 7
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 7
Skandinaviska Enskilda Banken AB (publ) 7
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 7
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 7
Nebula Research & Development LLC 7
Exane Derivatives 7
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 7
Venture Visionary Partners LLC 7
Illinois Municipal Retirement Fund 7
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 7
Armistice Capital, Llc 7
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 7
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 7
Zions Bancorporation, National Association /ut/ 7
Cape Investment Advisory, Inc. 7
LGT Financial Advisors LLC 7
Mml Investors Services, Llc 7
Inceptionr Llc 7
Park Place Capital Corp 7
Castleark Management Llc 7
Quaker Wealth Management, LLC 7
Quarry LP 7
Moisand Fitzgerald Tamayo, LLC 7
Axq Capital, Lp 7
Bedel Financial Consulting, Inc. 7
Cambridge Trust Co 7
CenterStar Asset Management, LLC 7
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 7
Oppenheimer Funds Inc 7
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 7
SYSTM Wealth Solutions LLC 7
Norden Group Llc 7
BlackRock Multi-Sector Opportunities Trust II 7
Baillie Gifford & Co 7
Banque Cantonale Vaudoise 7
Westwood Holdings Group Inc 7
Principia Wealth Advisory, LLC 7
Reilly Financial Advisors, Llc 7
Qsemble Capital Management, LP 7
APG Asset Management N.V. 7
Crewe Advisors LLC 7
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 7
Handelsinvest Investeringsforvaltning 7
Key FInancial Inc 7
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 7
Carillon Tower Advisers, Inc. 7
Evercore Wealth Management, LLC 7
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 7
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 7
Bleakley Financial Group, LLC 7
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 7
Financial Gravity Companies, Inc. 7
Grove Bank & Trust 7
Natixis Investment Managers International 7
Icon Wealth Advisors, LLC 7
WPG Advisers, LLC 7
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 7
Sandler Capital Management 7
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 7
HFM Investment Advisors, LLC 7
Pictet Asset Management Sa 7
VCGAX - VALIC Co I - Growth & Income Fund 7
D'Orazio & Associates, Inc. 7
Sanctuary Advisors, LLC 7
Sound Income Strategies, LLC 7
SECOR Capital Advisors, LP 7
VCBCX - VALIC Co I - Blue Chip Growth Fund 7
VCULX - VALIC Co I - Growth Fund 7
CWM Advisors, LLC 7
State Of Michigan Retirement System 7
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 7
Vestcor Inc 7
Fiduciary Alliance LLC 7
Mason Street Advisors, Llc 7
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 7
Okabena Investment Services Inc 7
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 7
Royce & Associates Lp 7
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 7
Ontario Teachers Pension Plan Board 7
Csenge Advisory Group 7
Old Mutual Customised Solutions (proprietary) Ltd 6
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 6
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 6
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 6
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 6
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 6
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 6
Dana Investment Advisors, Inc. 6
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 6
First Allied Advisory Services, Inc. 6
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 6
Advisors Preferred, LLC 6
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 6
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 6
Integrated Investment Consultants, LLC 6
Capital Asset Advisory Services LLC 6
Cornerstone Wealth Management, LLC 6
Pinkerton Retirement Specialists, LLC 6
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 6
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 6
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 6
Invictus RG Pte. Ltd. 6
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 6
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 6
Next Century Growth Investors Llc 6
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 6
Allianzgi Diversified Income & Convertible Fund 6
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 6
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 6
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 6
Putnam Premier Income Trust 6
Cambria Investment Management, L.P. 6
Blackrock Corporate High Yield Fund, Inc. 6
Nova Wealth Management, Inc. 6
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 6
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 6
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 6
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 6
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 6
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 6
PFG Advisors 6
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 6
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 6
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 6
Brandywine Global Investment Management, LLC 6
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 6
Dunhill Financial, LLC 6
Bailard, Inc. 6
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 6
Signet Financial Management, Llc 6
Vanguard Index Funds 6
TCTC Holdings, LLC 6
Kovack Advisors, Inc. 6
Tlp Group Llc 6
Front Row Advisors LLC 6
Lighthouse Investment Partners, LLC 6
Price Wealth Management, Inc. 6
Redmond Asset Management, LLC 6
Arlington Partners LLC 6
Private Wealth Asset Management, LLC 6
Junto Capital Management LP 6
Phoenix Holdings Ltd. 6
BDO Wealth Advisors, LLC 6
Spot Trading L.l.c. 6
Achmea Investment Management B.V. 6
MARSHALL WACE ASIA Ltd 6
Westside Investment Management, Inc. 6
YorkBridge Wealth Partners, LLC 6
Lombard Odier Asset Management (Switzerland) SA 6
Ridgewood Investments LLC 6
Pinnacle Bancorp, Inc. 6
CSat Investment Advisory, L.P. 6
Ritholtz Wealth Management 6
Pacific Center for Financial Services 6
Advantage Investment Management, Llc 6
IFM Investors Pty Ltd 6
Cigna Investments Inc /new 6
R&F Capital Advisors LP 6
Meadow Creek Investment Management LLC 6
Dai-Ichi Life Insurance Company, Ltd 6
Banco Santander, S.A. 6
Point72 Asia (Singapore) Pte. Ltd. 6
Total Investment Management Inc 6
UniSuper Management Pty Ltd 6
Ropes Wealth Advisors Llc 6
Empirical Finance, LLC 6
Mason Street Advisors, Llc 6
JJJ Advisors Inc. 6
Itau Unibanco Holding S.A. 6
Glenview Trust Co 6
Elkfork Partners LLC 6
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 6
Stone House Investment Management, LLC 6
Farmers & Merchants Trust Co of Chambersburg PA 6
Lincoln National Corp 6
Westpac Banking Corp 6
Cahill Financial Advisors Inc 6
Nations Financial Group Inc, /ia/ /adv 6
StoneX Group Inc. 6
Cornerstone Capital Management Holdings Llc. 6
Capula Management Ltd 6
Kepos Capital LP 6
Ibex Wealth Advisors 6
Well Done, LLC 6
First Personal Financial Services 6
Wilmington Funds Management Corp 6
Wealthcare Advisory Partners LLC 6
Societe Generale 6
Sei Trust Co 6
Qs Batterymarch Financial Management, Inc 6
Placemark Investments, Inc. 6
Re Advisers Corp 6
Railway Pension Investments Ltd 6
Index Management Solutions, LLC 6
VTL Associates, LLC 6
Allegis Investment Advisors, LLC 6
BNP Paribas Investment Partners S.A. 6
Prudential Plc 6
Boston Private Wealth Llc 6
Tiverton Asset Management Llc 6
Wexford Capital Lp 6
Jupiter Asset Management Ltd 6
Pinnacle Associates Ltd 6
Genus Capital Management Inc. 6
Cherry Tree Wealth Management, LLC 6
Nemes Rush Group LLC 6
EA Series Trust 6
Impact Partnership Wealth, LLC 6
Atomi Financial Group, Inc. 6
Vaughan Nelson Investment Management, L.p. 6
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 6
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 6
La Banque Postale Asset Management SA 6
Frank, Rimerman Advisors LLC 6
M&g Investment Management Ltd 6
Amica Mutual Insurance Co 6
PFG Investments, LLC 6
Rakuten Investment Management, Inc. 6
Tucker Asset Management Llc 6
V-Square Quantitative Management LLC 6
RVRB - ADVISORS SERIES TRUST - Reverb ETF 6
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 6
Royal London Asset Management Ltd 6
Binnacle Investments Inc 6
Kentucky Retirement Systems Insurance Trust Fund 6
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 6
Hartford Investment Management Co 6
Callan Family Office, LLC 6
Coppell Advisory Solutions Corp. 6
Readystate Asset Management Lp 6
Numerai GP LLC 6
Sherbrooke Park Advisers Llc 6
ISAM Funds (UK) Ltd 6
Eisler Capital (US) LLC 6
Covington Capital Management 6
Team Hewins, LLC 6
Glass Jacobson Investment Advisors llc 6
Mendota Financial Group, LLC 6
RFP Financial Group LLC 6
Wilbanks Smith & Thomas Asset Management Llc 6
Fidelis Capital Partners, LLC 6
Armstrong Advisory Group, Inc 6
STRV - EA Series Trust - Strive 500 ETF 6
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 6
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 6
Advisor Partners Ii, Llc 6
ASR Vermogensbeheer N.V. 6
Czech National Bank 6
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 6
ICA Group Wealth Management, LLC 6
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 6
Axxcess Wealth Management, Llc 6
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 6
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 6
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 6
Vise Technologies, Inc. 6
Saudi Central Bank 6
BFIX - Build Funds Trust - Build Bond Innovation ETF 6
Fortitude Advisory Group L.L.C. 6
Beacon Capital Management, LLC 6
Concentric Capital Strategies, LP 6
Bryn Mawr Capital Management Inc 6
Resurgent Financial Advisors LLC 6
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 6
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 6
Fund Management at Engine No. 1 LLC 6
Kilter Group LLC 6
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 6
M&r Capital Management Inc 6
Prescott Group Capital Management, L.l.c. 6
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 6
BlackRock Japan Co. Ltd 6
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 6
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 6
Argent Capital Management Llc 6
City State Bank 6
Values First Advisors, Inc. 6
Dogwood Wealth Management LLC 6
Aviva Plc 6
South Texas Money Management Ltd 6
Corton Capital Inc. 6
Mbb Public Markets I Llc 6
TimesSquare Capital Management, LLC 6
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 6
CenterBook Partners LP 6
Washington Trust Advisors, Inc. 6
Metis Global Partners, LLC 6
Boulder Hill Capital Management Lp 6
Confluence Wealth Services, Inc. 6
Marshall & Sterling Wealth Advisors Inc. 6
Buckingham Strategic Partners 6
Fieldview Capital Management, LLC 6
Carmel Capital Partners, LLC 6
Desjardins Global Asset Management Inc. 6
Mufg Securities Americas Inc. 6
Artisan Partners Limited Partnership 6
Amplius Wealth Advisors, LLC 6
Reuter James Wealth Management, Llc 6
Raiffeisen Bank International AG 6
MUFG Americas Holdings Corp 6
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 6
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 6
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 6
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 6
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 6
FourThought Financial, LLC 6
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 6
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 6
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 6
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 6
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 6
Rossby Financial, LCC 6
Veritable, L.P. 6
Balasa Dinverno & Foltz Llc 6
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 6
Eisler Capital (UK) Ltd. 6
Delos Wealth Advisors, LLC 6
Bbva Usa 6
Eagle Bay Advisors LLC 6
Siemens Fonds Invest GmbH 6
Aware Super Pty Ltd as trustee of Aware Super 6
Kb Financial Partners, Llc 6
Stonnington Group, Llc 6
Canada Post Corp Registered Pension Plan 6
Continuum Advisory, LLC 6
Resona Asset Management Co.,Ltd. 6
NewEdge Wealth, LLC 6
AXS Investments LLC 6
Better Money Decisions, LLC 6
Brown Advisory Inc 6
Wilkinson Global Asset Management LLC 6
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 6
Piscataqua Savings Bank 6
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 6
SOA Wealth Advisors, LLC. 6
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 6
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 6
Intrust Bank Na 6
Cornercap Investment Counsel Inc 6
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 6
Jain Global LLC 6
Retirement Group, LLC 6
Tabor Asset Management, LP 6
Standard Family Office LLC 6
Investment Management Corp of Ontario 6
Tradition Wealth Management, LLC 6
Charter Oak Capital Management, LLC 6
Alpha Paradigm Partners, LLC 6
Mach-1 Financial Group, Inc. 6
Generali Asset Management SPA SGR 6
Golden State Equity Partners 6
GPS Wealth Strategies Group, LLC 6
Wetherby Asset Management Inc 6
BOK Financial Private Wealth, Inc. 6
E Fund Management Co., Ltd. 6
TriaGen Wealth Management LLC 6
High Note Wealth, LLC 6
GoalVest Advisory LLC 6
ACVF - ETF Opportunities Trust - American Conservative Values ETF 6
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 6
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 6
Paradigm Asset Management Co Llc 6
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 6
Evermay Wealth Management Llc 6
Paces Ferry Wealth Advisors, Llc 6
Gabelli Funds Llc 6
Kestra Private Wealth Services, Llc 6
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 6
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 6
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 6
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 6
De Burlo Group Inc 6
Knight Capital Group, Inc. 6
Geneva Advisors, LLC 6
Irish Life Investment Managers Ltd. 6
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 6
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 6
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 6
BankPlus Trust Department 6
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 6
Daiwa Securities Group Inc. 6
Sierra Ocean, Llc 6
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 6
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 6
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 6
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 6
Bollard Group LLC 6
SFY - Tidal ETF Trust - SoFi Select 500 ETF 6
Advisory Alpha, LLC 6
Princeton Alpha Management LP 6
Heck Capital Advisors, LLC 6
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 6
Stonebridge Capital Advisors LLC 6
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 6
Formidable Asset Management, LLC 6
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 6
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 6
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 6
LKBAX - LKCM Funds - LKCM Balanced Fund 6
Smith Asset Management Group Lp 6
First Citizens Bank & Trust Co 6
Sawgrass Asset Management Llc 6
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 6
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 6
Rsm Us Wealth Management Llc 6
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 6
Rosenberg Matthew Hamilton 6
Northern Trust Co Of Connecticut 6
Glg Inc. 6
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 6
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 6
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 6
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 6
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 6
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 6
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 6
RMR Wealth Builders 6
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 6
Wasatch Advisors Inc 6
Miracle Mile Advisors, LLC 6
Community Bank, N.A. 6
Haafor (Singapore) Pte. Ltd. 6
Fiduciary Trust Co 6
Deseret Mutual Benefit Administrators 6
Candlestick Capital Management LP 6
Center for Financial Planning, Inc. 6
Perigon Wealth Management, LLC 6
Pinnacle Financial Partners Inc 6
Kentucky Retirement Systems 6
Gupta Wealth Management LLC 6
Sentry Investment Management Llc 6
N.E.W. Advisory Services LLC 6
Column Capital Advisors, LLC 6
NWK Group, Inc. 6
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 6
L2 Asset Management, LLC 6
PSI Advisors, LLC 6
Financial Enhancement Group LLC 6
Chilton Investment Co Llc 6
Wealth Alliance 6
Pinz Capital Management, LP 6
Keebeck Alpha, LP 6
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 6
CBIZ Investment Advisory Services, LLC 6
Spdr S&p 500 Etf Trust 6
Nicholas Investment Partners, LP 6
Integrated Advisors Network LLC 6
Steel Peak Wealth Management LLC 6
Gerstein Fisher 6
Samalin Investment Counsel, LLC 6
Cfm Wealth Partners Llc 6
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 6
Verdence Capital Advisors LLC 6
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 6
Ascend Capital, Llc 6
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares 6
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 6
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 6
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 6
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 6
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 6
RMB Capital Management, LLC 6
Advisors Capital Management, LLC 6
Santa Fe Partners LLC 6
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 6
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 6
Sugarloaf Wealth Management, LLC 6
HBK Sorce Advisory LLC 6
Erste Asset Management GmbH 6
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 6
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 6
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 6
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 6
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 6
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 6
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 6
Greenleaf Trust 6
Onefund, Llc 6
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 6
Kingsview Wealth Management, LLC 6
Arcadia Investment Management Corp/mi 6
Cookson Peirce & Co Inc 6
URTH - iShares, Inc. - iShares MSCI World ETF 6
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 6
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 6
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 6
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 6
Legato Capital Management LLC 6
GV Financial Advisors 6
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 6
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 6
Horizon Investments, LLC 6
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 6
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 6
EWG Elevate Inc. 6
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 6
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 6
Edmond De Rothschild Holding S.a. 6
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 6
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 6
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 6
Highline Wealth Partners Llc 6
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 6
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 6
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 6
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 6
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 6
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 6
SSO - PROSHARES TRUST - ProShares Ultra S&P500 6
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 6
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 6
APBAX - Cavanal Hill Funds - Active Core Fund Investor 6
VGLSX - VALIC Co I - Global Strategy Fund 6
VSTIX - VALIC Co I - Stock Index Fund 6
San Francisco Sentry Investment Group (ca) 6
Heritage Wealth Advisors 6
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 6
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 6
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 6
Equitec Proprietary Markets, Llc 6
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 6
Columbus Circle Investors 6
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 6
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 6
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 6
Airain ltd 6
Eqis Capital Management, Inc. 6
Barings Llc 6
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 6
Mark Sheptoff Financial Planning, Llc 6
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 6
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 6
Tsfg, Llc 6
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 6
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 6
Globeflex Capital L P 6
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 6
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 6
Strategy Asset Managers Llc 6
Regentatlantic Capital Llc 6
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio 6
Northwest & Ethical Investments L.P. 6
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 6
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 6
Riggs Asset Managment Co. Inc. 6
BTC Capital Management, Inc. 6
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 6
Ashton Thomas Securities, Llc 6
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 6
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 6
Abound Wealth Management 6
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 6
Thompson Siegel & Walmsley Llc 6
Timber Hill LLC 6
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 6
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 6
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 6
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 6
J. Safra Sarasin Holding AG 6
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 6
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 6
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 6
Kelly Financial Services LLC 6
PWS - Pacer Funds Trust - Pacer WealthShield ETF 6
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 6
Soros Fund Management Llc 6
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 6
PKB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Building & Construction ETF 6
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 6
BLPIX - Profunds - Bull Profund Investor Class 6
ULPIX - Profunds - Ultrabull Profund Investor Class 6
Tradewinds Capital Management, LLC 6
LVPIX - Profunds - Large-cap Value Profund Investor Class 6
LGPIX - Profunds - Large-cap Growth Profund Investor Class 6
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 6
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 6
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 6
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 6
GHP Investment Advisors, Inc. 6
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 6
Emerald Advisers, Llc 6
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 6
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 6
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 6
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 6
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 6
Institutional Investment Strategy Fund 6
Ballentine Partners, LLC 6
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 6
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 6
PGGM Investments 6
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 6
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 6
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 6
NAIL - Direxion Shares ETF Trust - Direxion Daily Homebuilders & Supplies Bull 3X Shares 6
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 6
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 6
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 6
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 6
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 6
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 6
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 6
Independent Portfolio Consultants, Inc. 6
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 6
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 6
Athena Capital Advisors Llc 6
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 6
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 6
Alta Advisers Ltd 6
Gen-Wealth Partners Inc 6
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 6
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 6
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF 6
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 6
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 6
Mowery & Schoenfeld Wealth Management, LLC 6
LRI Investments, LLC 6
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 6
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 6
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 6
IMA Wealth, Inc. 6
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 6
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 6
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 6
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 6
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 6
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 6
Dorsey Wright & Associates 6
Marquette Asset Management, LLC 6
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 6
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 6
CPI - IndexIQ ETF Trust - IQ Real Return ETF 6
Regal Investment Advisors LLC 6
Tortoise Investment Management, LLC 6
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 6
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 6
Gateway Investment Advisers Llc 6
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 6
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 6
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 6
Sumitomo Mitsui DS Asset Management Company, Ltd 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 6
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 6
Cornerstone Advisors, Inc. 6
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 6
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 6
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 6
M&G Plc 6
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 6
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 6
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 6
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 6
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 6
Howe & Rusling Inc 6
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 6
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 6
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 6
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 6
Hilltop National Bank 6
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 6
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 6
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 6
Putnam Fl Investment Management Co 6
Glenmede Investment Management, LP 6
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 6
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 6
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 6
Bb&t Securities, Llc 6
Vigilant Capital Management, LLC 6
River & Mercantile Asset Management Llp 6
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 6
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 6
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 6
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 6
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 6
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 6
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 6
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 6
Mediolanum International Funds Ltd 6
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 6
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 6
TD Capital Management LLC 6
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 6
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 6
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 6
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 6
Zurich Insurance Group Ltd/FI 6
RBF Capital, LLC 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 6
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 6
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 6
Diversify Advisory Services, LLC 6
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 6
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 6
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 6
Profunds - Profund Vp Ultrabull 6
Profunds - Profund Vp Bull 6
Profunds - Profund Vp Large-cap Growth 6
Profunds - Profund Vp Large-cap Value 6
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 6
Brighton Jones Llc 6
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 6
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 6
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 6
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 6
Raymond James Trust N.a. 6
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 6
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 6
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 6
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 6
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 6
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 6
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 6
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 6
Ruane, Cunniff & Goldfarb Inc 6
Abn Amro Investment Solutions 6
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 6
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 6
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 6
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 6
Alberta Investment Management Corp 6
Buckingham Strategic Wealth, Llc 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 6
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 6
Davy Global Fund Management Ltd 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 6
Fairway Wealth LLC 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 6
CCMG - EA Series Trust - CCM Global Equity ETF 6
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 6
Savant Capital, LLC 6
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 6
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 6
MUFG Securities EMEA plc 6
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 6
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 6
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 6
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 6
Concurrent Investment Advisors, LLC 6
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 6
Korea Investment CORP 6
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 6
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 6
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 6
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 6
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 6
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 6
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 6
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 6
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 6
Tokio Marine Asset Management Co Ltd 6
DT Investment Partners, LLC 6
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 6
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 6
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 6
Tarbox Family Office, Inc. 6
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 6
Hartford Financial Management Inc. 6
AHIVX - American Century Investment Trust - High Income Fund Investor Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 6
Nine Chapters Capital Management LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 6
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 6
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 6
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 6
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 6
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 6
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 6
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 6
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 6
1st Global Advisors, Inc. 6
Integral Derivatives, LLC 6
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 6
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 6
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 6
Winch Advisory Services, LLC 6
Municipal Employees' Retirement System of Michigan 6
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 6
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 6
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 6
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 6
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 6
DnB Asset Management AS 6
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 6
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 6
Dynamic Advisor Solutions LLC 6
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 6
Global X Management CO LLC 6
Creekmur Asset Management LLC 6
GW&K Investment Management, LLC 6
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 6
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 6
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 6
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 6
Chevy Chase Trust Holdings, Inc. 6
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 6
Franklin Street Advisors Inc /nc 6
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 6
PENN SERIES FUNDS INC - Index 500 Fund 6
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 6
First American Bank 6
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 6
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 6
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 6
Securian Funds Trust - SFT Index 500 Fund Class 1 6
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 6
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 6
Capstone Asset Management Co 6
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 6
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 6
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 6
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 6
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 6
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 6
Sanibel Captiva Trust Company, Inc. 6
Country Trust Bank 6
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 6
Perkins Coie Trust Co 6
Carroll Financial Associates, Inc. 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 6
Aspect Partners, LLC 6
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 6
Sun Life Financial Inc 6
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 6
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 6
Planning Capital Management Corp 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 6
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 6
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 6
Wunderlich Securities, Inc. 6
CHICAGO TRUST Co NA 6
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 6
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 6
Trust Department Mb Financial Bank N A 6
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 6
Hollencrest Capital Management 6
Caitlin John, LLC 6
Degroof Petercam Asset Management 6
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 6
Catalytic Wealth RIA, LLC 6
Fulton Bank, N.a. 6
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 6
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 6
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 6
TrimTabs Asset Management, LLC 6
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 6
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 6
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 6
Gulf International Bank (UK) Ltd 6
Df Dent & Co Inc 6
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 6
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 6
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 6
Balentine LLC 6
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 6
EP Wealth Advisors, Inc. 6
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 6
Moors & Cabot, Inc. 6
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 6
Salem Investment Counselors Inc 6
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 6
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 6
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 6
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 6
Private Wealth Management Group, LLC 6
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 6
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 6
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 6
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 6
Northwest Financial Advisors 6
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 6
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 6
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 6
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 6
BBT Capital Management, LLC 6
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 6
Bare Financial Services, Inc 6
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 6
DiNuzzo Private Wealth, Inc. 6
E. Ohman J:or Asset Management AB 6
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 6
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 6
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 6
Unique Wealth Strategies, LLC 6
Tredje AP-fonden 6
Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) 6
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 6
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 6
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 6
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 6
Norinchukin Bank, The 6
GGBFX - GuideStone Funds - Global Bond Fund Investor 6
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 6
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 6
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 6
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 6
Wetzel Investment Advisors, Inc. 6
Willingdon Wealth Management 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 6
MCF Advisors LLC 6
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 6
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 6
Gladius Capital Management LP 6
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 6
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 6
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 6
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 6
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 6
Valley National Advisers Inc 6
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 6
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 6
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 6
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 6
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 6
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 6
Karp Capital Management Corp 6
Coatue Management Llc 6
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 6
PACIFIC SELECT FUND - Equity Index Portfolio Class I 6
Nbt Bank N A /ny 6
Burney Co/ 6
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 6
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 6
Chicago Partners Investment Group LLC 6
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 6
Picton Mahoney Asset Management 6
Bremer Trust National Association 6
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 6
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 6
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 6
Amica Retiree Medical Trust 6
Frontier Capital Management Co Llc 6
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 6
Palisade Asset Management, LLC 6
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 6
Premier Path Wealth Partners, LLC 6
Ledyard National Bank 6
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 6
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 6
Bruce G. Allen Investments, LLC 6
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 6
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 6
National Pension Service 6
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 6
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 6
NOSIX - Northern Funds - Northern Stock Index Fund 6
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 6
Integrated Wealth Management 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 6
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 6
Livforsakringsbolaget Skandia, Omsesidigt 6
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 6
Cowen Group, Inc. 6
Koch Industries Inc 6
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 6
KPP Advisory Services LLC 6
NEOS Investment Management LLC 6
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 6
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 6
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 6
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 6
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 6
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 6
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 6
Evoke Wealth, Llc 6
Chimera Capital Management LLC 6
Patton Fund Management, Inc. 6
Fairfield, Bush & Co. 6
Vestmark Advisory Solutions, Inc. 6
Bremer Bank National Association 6
Great Valley Advisor Group, Inc. 6
Kore Private Wealth LLC 6
BCJ Capital Management, LLC 6
Tuscan Ridge Asset Management Llc 6
Quest Capital Management Inc /adv 6
Human Investing LLC 6
Aspire Private Capital, LLC 6
Cynosure Management, Llc 6
MorganRosel Wealth Management, LLC 6
Wealthspire Advisors, LLC 6
Salomon & Ludwin, LLC 6
Harvest Investment Services, LLC 6
Neo Ivy Capital Management 6
Crestwood Advisors Group LLC 6
Freestone Capital Holdings, LLC 6
PRW Wealth Management LLC 6
HHM Wealth Advisors, LLC 6
Sfmg, Llc 6
Gladstone Institutional Advisory LLC 6
Apollon Wealth Management, LLC 6
Waterfront Capital Partners, LLC 6
Aptus Capital Advisors, LLC 6
Next Capital Management LLC 6
United Community Bank 6
Reston Wealth Management Llc 6
Apriem Advisors 6
Mizuho Securities Usa Llc 6
Warren Averett Asset Management, LLC 6
Tuttle Tactical Management LLC 6
Laurel Wealth Advisors LLC 6
Allred Capital Management, LLC 6
Evolution Wealth Advisors, LLC 6
Dfpg Investments, Llc 6
HWG Holdings LP 6
Capital Analysts, Inc. 6
Qrg Capital Management, Inc. 6
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 6
AIA Group Ltd 6
Equitable Holdings, Inc. 6
Foundations Investment Advisors, LLC 6
Worldquant Millennium Advisors Llc 6
Equitable Trust Co 6
Fjarde Ap-fonden /fourth Swedish National Pension Fund 6
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 6
CX Institutional 6
Braun-Bostich & Associates Inc. 6
Altshuler Shaham Ltd 6
Elo Mutual Pension Insurance Co 6
Claybrook Capital, LLC 6
Meitav Dash Investments Ltd 6
Atlas Capital Advisors Llc 6
Strategic Wealth Partners, Ltd. 6
Foresters Investment Management Company, Inc. 6
Certified Advisory Corp 6
Wagner Wealth Management, Llc 6
Prime Capital Investment Advisors, LLC 6
Cornerstone Advisory, LLC 6
One Wealth Advisors, LLC 6
Measured Wealth Private Client Group, LLC 6
Nissay Asset Management Corp /japan/ /adv 6
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 6
Clean Yield Group 6
Providence Capital Advisors, LLC 6
Merit Financial Group, LLC 6
Alphasimplex Group, Llc 6
North Fourth Asset Management, LP 6
Investors Research Corp 6
JNBA Financial Advisors 6
Icon Wealth Partners, LLC 6
Kaizen Advisory, Llc 6
Mutual Advisors, LLC 6
Waddell & Reed Financial Inc 6
Redwood Investment Management, Llc 6
AMF Pensionsforsakring AB 6
Legacy Financial Advisors, Inc. 6
Shellback Capital, LP 6
PrairieView Partners, LLC 6
Syon Capital Llc 6
Sheaff Brock Investment Advisors, LLC 6
Pitcairn Co 6
Putnam Master Intermediate Income Trust 6
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 6
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 6
Mn Services Vermogensbeheer B.V. 6
Horan Securities, Inc. 6
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 6
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 6
Old Second National Bank Of Aurora 6
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 6
Eaton Vance Ltd Duration Income Fund 6
Andra AP-fonden 6
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 6
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 6
First Manhattan Co 6
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 6
Syntal Capital Partners, LLC 6
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 6
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 6
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 6
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 6
SpiderRock Trading LLC 6
Clough Global Dividend & Income Fund 6
Blackrock Multi-sector Income Trust 6
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 6
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 6
New England Securities Corp /MA/ 6
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 6
Washington Trust Bank 6
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 6
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 6
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 6
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 6
J.Safra Asset Management Corp 6
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 6
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 6
Forsta Ap-fonden 6
Archford Capital Strategies, LLC 6
Clarius Group, LLC 6
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 6
NN Investment Partners Holdings N.V. 6
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 6
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 6
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 6
Spring Creek Capital Llc 6
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 6
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 6
National Planning Corp 6
Martingale Asset Management L P 6
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 6
Rothschild Asset Management Inc 6
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 6
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 6
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 6
MBOVX - M FUND INC - M Large Cap Value Fund 6
Turner Investments, L.p. 6
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 6
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 6
DecisionPoint Financial, LLC 6
Annapolis Financial Services, LLC 5
Gamco Investors, Inc. Et Al 5
Raging Capital Management, LLC 5
Loews Corp 5
Osterweis Capital Management Inc 5
Steadfast Capital Management Lp 5
Psagot Investment House Ltd. 5
Janus Capital Management Llc 5
Earnest Partners Llc 5
Ardsley Advisory Partners Lp 5
ArrowMark Colorado Holdings LLC 5
First Pacific Advisors, LP 5
Wcm Investment Management, Llc 5
Standard Life Investments LTD 5
Arrowgrass Capital Partners (us) Lp 5
PointState Capital LP 5
Manatuck Hill Partners, LLC 5
Commonwealth Bank Of Australia 5
Lsv Asset Management 5
Impala Asset Management LLC 5
Capital International Investors 5
Kennedy Capital Management, Inc. 5
SRB Corp 5
Eventide Asset Management, Llc 5
Guardian Life Insurance Co Of America 5
Principal Funds Inc 5
EAM Investors, LLC 5
Cribstone Capital Management, LLC 5
M Holdings Securities, Inc. 5
Albion Financial Group /ut 5
Janney Capital Management LLC 5
Migdal Insurance & Financial Holdings Ltd. 5
Chilton Capital Management Llc 5
Mairs & Power Inc 5
Segall Bryant & Hamill, Llc 5
Symphony Asset Management Llc 5
Peapack Gladstone Financial Corp 5
Roosevelt Investment Group Llc 5
Baldwin Brothers Inc/ma 5
Farr Miller & Washington Llc/dc 5
Canandaigua National Bank & Trust Co 5
Mazama Capital Management Inc 5
Northern Oak Wealth Management Inc 5
Suncoast Equity Management 5
Pacific Alternative Asset Management Company, Llc 5
BBVA USA Bancshares, Inc. 5
Cupps Capital Management, LLC 5
Amerivest Investment Management LLC 5
Lenox Wealth Management, Inc. 5
Girard Partners Ltd. 5
Fort Washington Investment Advisors Inc /oh/ 5
Parsons Capital Management Inc/ri 5
Wilmington Trust Co 5
Century Capital Management, LLC 5
FUKOKU MUTUAL LIFE INSURANCE Co 5
Twin Capital Management Inc 5
Aberdeen Asset Management Plc/uk 5
Lloyds Banking Group plc 5
Chesley Taft & Associates LLC 5
Herndon Capital Management Llc 5
Columbia Partners L L C Investment Management 5
Todd Asset Management Llc 5
Alta Capital Management Llc/ 5
Holderness Investments Co 5
Douglass Winthrop Advisors, LLC 5
Brown Advisory Securities, LLC 5
Bradley Foster & Sargent Inc/ct 5
Stoneridge Investment Partners Llc 5
Tdam Usa Inc. 5
Keel Point, LLC 5
Marble Harbor Investment Counsel, LLC 5
Busey Wealth Management 5
WESPAC Advisors, LLC 5
Main Street Research LLC 5
Copeland Capital Management, LLC 5
Parkwood LLC 5
Ardevora Asset Management LLP 5
Northeast Investment Management 5
Parthenon Llc 5
Penn Capital Management Co Inc 5
Cadence Capital Management Llc 5
Grimes & Company, Inc. 5
Obermeyer Wood Investment Counsel, Lllp 5
Penobscot Investment Management Company, Inc. 5
Halbert Hargrove Global Advisors, Llc 5
Carnegie Capital Asset Management, LLC 5
Lowe Wealth Advisors, LLC 5
Checchi Capital Advisers, LLC 5
Wealthcare Capital Management Llc 5
Patten Group, Inc. 5
Cypress Capital Group 5
Wealthfront Inc 5
Moneta Group Investment Advisors Llc 5
Jump Trading, LLC 5
Clough Capital Partners L P 5
First Foundation Advisors 5
Bogle Investment Management L P /de/ 5
Meiji Yasuda Life Insurance Co 5
Dearborn Partners Llc 5
Epoch Investment Partners, Inc. 5
Saturna Capital CORP 5
Azimuth Capital Management LLC 5
Dorsey & Whitney Trust CO LLC 5
Choate Investment Advisors 5
Reynolds Capital Management Llc 5
Pier Capital, LLC 5
Welch & Forbes Llc 5
Mizuho Asset Management Co.,Ltd. 5
First Commonwealth Financial Corp /pa/ 5
Boston Financial Mangement Llc 5
Bangor Savings Bank 5
Intact Investment Management Inc. 5
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5
Reliance Trust Co Of Delaware 5
Linscomb & Williams, Inc. 5
Rathbone Brothers plc 5
Ashfield Capital Partners, LLC 5
Colonial Trust Advisors 5
Cranbrook Wealth Management, LLC 5
Family Firm, Inc. 5
Griffin Asset Management, Inc. 5
Private Bank & Trust Co 5
K.J. Harrison & Partners Inc 5
Goelzer Investment Management, Inc. 5
Investment House Llc 5
Garde Capital, Inc. 5
1st Source Bank 5
Westport Resources Management Inc 5
Calvert Investment Management, Inc. 5
Scout Investments, Inc. 5
Investment Centers Of America Inc 5
Beck Mack & Oliver Llc 5
Central Bank & Trust Co 5
Texas Yale Capital Corp. 5
Northwest Investment Counselors, Llc 5
YHB Investment Advisors, Inc. 5
Nelson Capital Management, LLC 5
Commonwealth Financial Services, LLC 5
Fiduciary Group LLC 5
Bp Plc 5
Haverford Trust Co 5
Trust Co Of Toledo Na /oh/ 5
Eads & Heald Wealth Management 5
Perpetual Ltd 5
Fortaleza Asset Management Inc/ 5
Pinnacle Summer Investments, Inc. 5
Evergreen Capital Management Llc 5
TD Securities (USA) LLC 5
Hl Financial Services Llc 5
Palladium Partners Llc 5
Osborn Rohs Williams & Donohoe Ltd 5
First Dallas Securities Inc. 5
Advisor Partners Llc 5
Americafirst Capital Management, Llc 5
Tiedemann Advisors, Llc 5
Capital Investment Advisors, LLC 5
Joel Isaacson & Co., LLC 5
Shine Investment Advisory Services Inc 5
Advent Capital Management /de/ 5
Dividend Asset Capital, Llc 5
Valmark Advisers, Inc. 5
Lisanti Capital Growth, LLC 5
Endurance Wealth Management, Inc. 5
Ikos Cif Ltd 5
Bright Rock Capital Management, Llc 5
Winslow, Evans & Crocker, Inc. 5
Rothschild Investment Corp /il 5
Boston Advisors Llc 5
Wellington Shields Capital Management, LLC 5
Wellington Shields & Co., LLC 5
Thomasville National Bank 5
Ohio National Investments, Inc. 5
Bridges Investment Management Inc 5
Gw Henssler & Associates Ltd 5
Delta Lloyd Nv 5
L & S Advisors Inc 5
Duncker Streett & Co Inc 5
Wbh Advisory Inc 5
Marietta Investment Partners Llc 5
Cnh Partners Llc 5
Laffer Investments 5
TradeLink Global Equity LLC 5
Coyle Financial Counsel LLC 5
Clark Capital Management Group, Inc. 5
Glg Llc 5
Cim Investment Mangement Inc 5
Mycio Wealth Partners, Llc 5
Waldron Private Wealth LLC 5
Bank Of Hawaii 5
Commerzbank Aktiengesellschaft /fi 5
Conning Inc. 5
Inverness Counsel Llc /ny/ 5
McKinley Carter Wealth Services, Inc. 5
Gofen & Glossberg Llc /il/ 5
Zwj Investment Counsel Inc 5
Hussman Strategic Advisors, Inc. 5
AlphaMark Advisors, LLC 5
Camarda Financial Advisors, LLC 5
Intersect Capital LLC 5
Cypress Capital Management LLC (WY) 5
Isthmus Partners, Llc 5
Highstreet Asset Management Inc. 5
FormulaFolio Investments, LLC 5
Sabal Trust CO 5
Cim, Llc 5
Shinko Asset Management Co., Ltd. 5
Leavell Investment Management, Inc. 5
Oakbrook Investments Llc 5
Eastern Bank 5
City Holding Co 5
Delta Asset Management Llc/tn 5
Tompkins Financial Corp 5
Alpha Windward Llc 5
Sageworth Trust Co 5
First Financial Corp /in/ 5
Davis R M Inc 5
Webster Bank, N. A. 5
First PREMIER Bank 5
Wade G W & Inc 5
Exxonmobil Investment Management Inc /tx 5
Edge Wealth Management LLC 5
Lenox Wealth Advisors, LLC 5
Pegasus Partners Ltd. 5
Livingston Group Asset Management CO (operating as Southport Capital Management) 5
Patton Albertson Miller Group, Llc 5
Pensionfund DSM Netherlands 5
Bath Savings Trust Co 5
Kistler-Tiffany Companies, LLC 5
Detwiler Fenton Investment Management LLC 5
Pensionfund Sabic 5
Stock Yards Bank & Trust Co 5
Park National Corp /oh/ 5
Tobam 5
Bruderman Asset Management, LLC 5
Beacon Investment Advisory Services, Inc. 5
Gyroscope Capital Management Group, Llc 5
Kcm Investment Advisors Llc 5
Homrich & Berg 5
ARGI Investment Services, LLC 5
ACG Wealth 5
CTC Alternative Strategies, Ltd. 5
Oarsman Capital, Inc. 5
Polaris Wealth Advisory Group, LLC 5
RFG Advisory, LLC 5
Price Capital Management, Inc. 5
Alexandria Capital, LLC 5
Ironwood Financial, llc 5
Motley Fool Asset Management LLC 5
Exencial Wealth Advisors, Llc 5
Argent Trust Co 5
Arrow Financial Corp 5
Montag & Caldwell, Llc 5
Comerica Securities Inc 5
Kingfisher Capital LLC 5
Stanley-Laman Group, Ltd. 5
Bristol Gate Capital Partners Inc. 5
Lowe Brockenbrough & Co Inc 5
Destination Wealth Management 5
Capital One, National Association 5
Mission Wealth Management, Lp 5
Van Hulzen Asset Management, LLC 5
Peoples Financial Services Corp. 5
QUANTRES ASSET MANAGEMENT Ltd 5
Mitchell Mcleod Pugh & Williams Inc 5
Skylands Capital, LLC 5
Trust Co 5
Founders Financial Securities Llc 5
Liberty Capital Management, Inc. 5
Usca Ria Llc 5
Capital Guardian Trust Co 5
Wendell David Associates Inc 5
Kessler Investment Group, LLC 5
Oakworth Capital, Inc. 5
Beese Fulmer Investment Management, Inc. 5
PCJ Investment Counsel Ltd. 5
Hemenway Trust Co LLC 5
Liberty Mutual Group Asset Management Inc. 5
Peregrine Asset Advisers, Inc. 5
Kiwi Wealth Investments Limited Partnership 5
Capital Wealth Planning, LLC 5
Highland Capital Management, Llc 5
PartnerRe Asset Management CORP 5
Spectrum Management Group, LLC 5
Fernwood Investment Management, LLC 5
Wbi Investments, Inc. 5
USS Investment Management Ltd 5
Hoxton Financial, Inc. 5
Boston Private Bank & Trust Co 5
Virginia Retirement System 5
WealthPLAN Partners, LLC 5
Rowland & Co Investment Counsel/adv 5
TRUE Private Wealth Advisors 5
Boston Trust Walden Corp 5
V Wealth Advisors LLC 5
RiverPoint Capital Management, LLC 5
RPG Investment Advisory, LLC 5
Kalos Management, Inc. 5
Private Ocean, LLC 5
Mizuho Trust & Banking Co., Ltd. 5
Granite Investment Partners, LLC 5
Exane Asset Management 5
Bristlecone Advisors, LLC 5
Tradeworx Inc. 5
Wrapmanager Inc 5
FDO Partners, LLC 5
Gideon Capital Advisors, Inc. 5
Bahl & Gaynor Inc 5
Lodge Hill Capital, LLC 5
Crawford Investment Counsel Inc 5
Mckinley Capital Management Llc /delaware 5
Financial Counselors Inc 5
Donaldson Capital Management, Llc 5
Coe Capital Management, LLC 5
SNS Financial Group, LLC 5
Adams Diversified Equity Fund, Inc. 5
Invictus RG 5
Wealthsource Partners, Llc 5
Dynamic Capital Management Ltd 5
Fort, L.p. 5
SG Capital Management LLC 5
Maplelane Capital, Llc 5
361 Capital Llc 5
Vollero Beach Capital Partners LLC 5
Atika Capital Management LLC 5
Coastal Bridge Advisors, LLC 5
Lombard Odier Asset Management (Europe) Ltd 5
Bluefin Trading, LLC 5
Summit Partners Public Asset Management, Llc 5
Park Avenue Institutional Advisers LLC 5
Stifel Nicolaus & Co Inc \mo\ 5
Virtus Investment Advisers, Inc. 5
Rampart Investment Management Company, LLC 5
Euclid Advisors LLC 5
First National Bank Of Omaha 5
Associated Banc-corp 5
Dai-ichi Life Holdings, Inc. 5
NatWest Group plc 5
Cleararc Capital Inc 5
Physicians Financial Services, Inc. 5
EverPoint Asset Management, LLC 5
Fayez Sarofim & Co 5
Capital Growth Management Lp 5
Wall Street Associates 5
Catapult Capital Management Llc 5
City National Bank 5
Mariner Wealth Advisors-NYC, LLC 5
Baird Robert W & Co Inc /wi/ 5
Guardian Investor Services Llc 5
Caldwell Securities, Inc 5
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 5
BlueCrest Capital Management LLP 5
SevenBridge Financial Group, LLC 5
NuWave Investment Management, LLC 5
Harwood Advisory Group, LLC 5
Nuveen Fund Advisors, LLC 5
Bellwether Investment Group, LLC 5
Wilmington Trust, National Association 5
Wilmington Trust Investment Management, LLC 5
Stux Capital Management, LLC 5
Rock Creek Group, LP 5
Connecticut Wealth Management, LLC 5
Corient Capital Partners, LLC 5
AustralianSuper Pty Ltd 5
Norway Savings Bank 5
First Command Bank 5
First Command Financial Services, Inc. 5
Radnor Capital Management, LLC 5
Elgethun Capital Management 5
Amtrust Financial Services, Inc. 5
Capital Investment Advisory Services, LLC 5
Vanguard World Fund 5
Meridian Wealth Management, LLC 5
Flinton Capital Management LLC 5
Adviser Investments LLC 5
Glen Harbor Capital Management LLC 5
Fortis Advisors, LLC 5
GSB Wealth Management, LLC 5
Omnia Family Wealth, LLC 5
Morse Asset Management, Inc 5
Heritage Trust Co 5
Knights of Columbus Asset Advisors LLC 5
Global Financial Private Capital, LLC 5
Sterling Investment Advisors, Ltd. 5
Crescent Grove Advisors, LLC 5
Delta Lloyd Asset Management N.v. 5
Pendal Group Ltd 5
AlphaStar Capital Management, LLC 5
Tiaa, Fsb 5
Ferris Capital, Llc 5
Mountain Capital Investment Advisors, Inc 5
Donoghue Forlines LLC 5
Edge Advisors, Llc 5
Cerebellum GP, LLC 5
MD Financial Management Inc. 5
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 5
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 5
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 5
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 5
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 5
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 5
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 5
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 5
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 5
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 5
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 5
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 5
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 5
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 5
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 5
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 5
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 5
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 5
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 5
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 5
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 5
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 5
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 5
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 5
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 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
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 5
Profunds - Profund Vp Oil & Gas 5
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 5
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 5
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 5
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 5
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 5
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 5
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 5
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 5
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 5
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 5
Eaton Vance Tax-managed Buy-write Opportunities Fund 5
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 5
Nuveen Core Equity Alpha Fund 5
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 5
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 5
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 5
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 5
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 5
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 5
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 5
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 5
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 5
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 5
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 5
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 5
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 5
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 5
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 5
State Farm Mutual Fund Trust 5
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 5
State Farm Variable Product Trust 5
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 5
John Hancock Hedged Equity & Income Fund 5
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 5
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 5
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 5
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 5
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 5
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 5
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 5
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 5
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 5
PENN SERIES FUNDS INC - International Equity Fund 5
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 5
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 5
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 5
Oppenheimer Etf Trust 5
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 5
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 5
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 5
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 5
Pnc Funds 5
VDAFX - VALIC Co I - Dynamic Allocation Fund 5
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 5
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 5
Mfs Charter Income Trust 5
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 5
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 5
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 5
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 5
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 5
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 5
John Hancock Income Securities Trust 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 5
High Income Opportunities Portfolio - High Income Opportunities Portfolio 5
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 5
Tfs Capital Investment Trust 5
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 5
Mfs Multimarket Income Trust 5
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 5
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 5
Aberdeen Global Income Fund Inc 5
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 5
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 5
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 5
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 5
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 5
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 5
Insight Select Income Fund 5
NOSGX - Northern Funds - Northern Small Cap Value Fund 5
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 5
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 5
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 5
Claraphi Advisory Network, LLC 5
Manning & Napier Group, LLC 5
Calton & Associates, Inc. 5
Clarus Wealth Advisors 5
Copperwynd Financial, LLC 5
Carmichael Hill & Associates, Inc. 5
Tibra Equities Europe Ltd 5
Keystone Financial Group 5
Holistic Financial Partners 5
Gryphon Financial Partners LLC 5
Taylor Hoffman Wealth Management 5
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 5
Truewealth Llc 5
Kiley Juergens Wealth Management, Llc 5
MANA Advisors LLC 5
First Command Advisory Services, Inc. 5
MainStreet Investment Advisors LLC 5
Lake Street Advisors Group, Llc 5
Brasada Capital Management, Lp 5
Cowen And Company, Llc 5
Avestar Capital, LLC 5
Seelaus Asset Management LLC 5
Diametric Capital, LP 5
Solstein Capital, LLC 5
CNB Bank 5
E Six Thirteen, Llc 5
Marino, Stram & Associates Llc 5
OmniStar Financial Group, Inc. 5
Centerpoint Advisors, LLC 5
Varma Mutual Pension Insurance Co 5
CLARET ASSET MANAGEMENT Corp 5
Harvest Group Wealth Management, Llc 5
Blackstone / Gso Floating Rate Enhanced Income Fund 5
West Branch Capital LLC 5
Castleview Partners, Llc 5
Hc Financial Advisors Inc 5
Chicago Capital, LLC 5
Change Path, LLC 5
Krane Funds Advisors LLC 5
Gables Capital Management Inc. 5
Greenline Partners, LLC 5
Minichmacgregor Wealth Management, Llc 5
Unigestion Holding SA 5
Redpoint Investment Management Pty Ltd 5
JGP Wealth Management, LLC 5
Pflug Koory, LLC 5
Avitas Wealth Management LLC 5
Selective Wealth Management, Inc. 5
AIA Investment Management Private Ltd 5
Vectors Research Management, LLC 5
Resources Management Corp /ct/ /adv 5
Redhawk Wealth Advisors, Inc. 5
Landsberg, Bennett, & Dubbaneh LLC 5
Lavaca Capital Llc 5
Wambolt & Associates, LLC 5
Ellis Investment Partners, LLC 5
Beacon Pointe Advisors, LLC 5
Hardy Reed LLC 5
Angeles Investment Advisors, LLC 5
Summit Financial, LLC 5
Stratos Wealth Advisors, LLC 5
Arabesque Asset Management Ltd 5
TrinityPoint Wealth, LLC 5
9258 Wealth Management, LLC 5
SlateStone Wealth, LLC 5
Kinneret Advisory, LLC 5
Innealta Capital, Llc 5
Seeyond 5
Mirova 5
Morningstar Investment Management LLC 5
Fortem Financial Group, Llc 5
Meridian Wealth Advisors, LLC 5
Strategic Blueprint, LLC 5
Claro Advisors LLC 5
Wealthbridge Capital Management, Llc 5
Brendel Financial Advisors LLC 5
Qtron Investments LLC 5
Mid Atlantic Financial Management Inc/adv 5
Western Wealth Management, LLC 5
Voleon Capital Management Lp 5
Executive Wealth Management, LLC 5
Lake Point Wealth Management 5
O'Brien Greene & Co. Inc 5
Princeton Global Asset Management LLC 5
Opseu Pension Plan Trust Fund 5
RDA Financial Network 5
Next Financial Holdings 5
WealthStone, Inc. 5
Weaver Consulting Group 5
Arden Trust Co 5
OneAscent Financial Services LLC 5
Vantagepoint Funds 5
Williams Jones Wealth Management, LLC. 5
UMA Financial Services, Inc. 5
Ilmarinen Mutual Pension Insurance Co 5
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 5
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 5
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 5
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 5
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 5
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 5
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 5
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 5
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 5
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 5
Jnl Series Trust - Jnl/s&p 4 Fund (a) 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 5
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 5
BSBAX - Northern Funds - Northern Short Bond Fund 5
NOIEX - Northern Funds - Northern Income Equity Fund 5
NSIDX - Northern Funds - Northern Small Cap Index Fund 5
NOCBX - Northern Funds - Northern Core Bond Fund 5
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 5
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 5
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 5
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 5
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 5
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 5
Advanced Series Trust - Ast Advanced Strategies Portfolio 5
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 5
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 5
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 5
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 5
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 5
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 5
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 5
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 5
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 5
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 5
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 5
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 5
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 5
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 5
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 5
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 5
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 5
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 5
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 5
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 5
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 5
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 5
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 5
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 5
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 5
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 5
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 5
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 5
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 5
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 5
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 5
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 5
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 5
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 5
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 5
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 5
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 5
MML Series Investment Fund II - MML Equity Fund Initial Class 5
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund 5
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 5
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 5
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 5
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 5
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 5
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 5
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 5
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 5
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 5
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 5
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 5
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 5
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 5
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 5
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 5
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 5
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 5
IWC - iSHARES TRUST - iShares Micro-Cap ETF 5
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 5
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 5
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 5
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 5
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 5
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 5
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 5
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 5
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 5
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 5
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 5
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 5
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 5
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 5
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 5
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 5
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 5
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 5
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 5
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 5
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 5
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 5
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 5
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 5
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 5
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 5
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 5
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 5
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 5
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 5
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 5
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 5
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 5
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 5
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 5
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 5
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 5
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 5
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 5
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 5
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 5
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 5
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 5
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 5
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 5
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 5
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 5
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 5
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 5
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 5
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 5
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 5
TRANSAMERICA FUNDS - Transamerica Core Bond I2 5
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 5
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 5
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 5
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 5
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 5
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 5
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 5
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 5
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 5
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 5
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 5
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 5
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 5
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 5
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 5
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 5
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 5
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 5
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 5
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 5
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 5
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 5
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 5
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 5
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 5
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 5
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 5
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 5
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 5
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 5
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 5
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 5
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 5
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 5
SCIU - Global X Funds - Global X Scientific Beta US ETF 5
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 5
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 5
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 5
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 5
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 5
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 5
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 5
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 5
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 5
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 5
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 5
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 5
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 5
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 5
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 5
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 5
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 5
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 5
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 5
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 5
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 5
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 5
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 5
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 5
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 5
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 5
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 5
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 5
55i, Llc 5
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 5
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 5
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 5
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 5
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 5
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 5
AdvisorShares Investments LLC 5
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 5
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 5
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 5
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 5
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 5
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 5
AlphaCore Capital LLC 5
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 5
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 5
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 5
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 5
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 5
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 5
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 5
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 5
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 5
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 5
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 5
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 5
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 5
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 5
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 5
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 5
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 5
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 5
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 5
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 5
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 5
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 5
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 5
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 5
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 5
VCCCX - VALIC Co I - Capital Conservation Fund 5
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 5
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 5
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 5
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 5
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 5
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 5
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 5
VCCBX - VALIC Co II - Core Bond Fund 5
VCSBX - VALIC Co II - Strategic Bond Fund 5
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 5
AMCPX - AMCAP FUND - AMCAP FUND Class A 5
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 5
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 5
GIMFX - GMO TRUST - GMO Implementation Fund 5
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 5
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 5
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 5
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 5
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 5
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 5
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 5
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 5
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 5
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 5
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 5
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 5
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 5
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 5
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 5
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 5
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 5
Atticus Wealth Management, Llc 5
Pacifica Partners Inc. 5
Leelyn Smith, LLC 5
ICW Investment Advisors LLC 5
Great Diamond Partners, LLC 5
BlackRock Credit Strategies Fund 5
GFG Capital, LLC 5
Camden Capital, LLC 5
West Bancorporation Inc 5
Islay Capital Management, Llc 5
Lloyd Advisory Services, LLC. 5
Menard Financial Group LLC 5
Gyon Technologies Capital Management, LP 5
Sound Financial Strategies Group, LLC 5
Aprio Wealth Management, LLC 5
Asio Capital, LLC 5
Xtx Markets Llc 5
Pacific Capital Wealth Advisors, Inc 5
Great Lakes Retirement, Inc. 5
Transcend Wealth Collective, Llc 5
PAX Financial Group, LLC 5
Seven Springs Wealth Group, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 5
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 5
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 5
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 5
Davidson Capital Management Inc. 5
F&C Asset Management plc 5
Citizens National Bank Trust Department 5
Consolidated Planning Corp 5
Graypoint LLC 5
Ziegler Capital Management, LLC 5
LMR Master Fund Ltd 5
Daiwa Capital Markets America Inc. 5
Optimal Asset Management, Inc. 5
Veracity Capital LLC 5
Royal Fund Management, LLC 5
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 5
tru Independence LLC 5
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 5
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 5
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 5
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 5
LKFIX - LKCM Funds - LKCM Fixed Income Fund 5
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 5
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 5
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 5
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 5
Core Alternative Capital 5
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 5
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 5
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 5
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 5
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares 5
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 5
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 5
Canandaigua National Corp 5
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 5
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 5
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 5
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 5
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF 5
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 5
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 5
Intrua Financial, LLC 5
WFA of San Diego, LLC 5
Rockbridge Investment Management, LCC 5
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 5
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS 5
Bel Air Investment Advisors Llc 5
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 5
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 5
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 5
Agf Management Ltd 5
Axiom Investment Management LLC 5
Planned Solutions, Inc. 5
Bft Financial Group, Llc 5
Berkshire Bank 5
Founders Financial Alliance, LLC 5
Fortis Group Advisors, LLC 5
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 5
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 5
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 5
CCRV - iShares U.S. ETF Trust - iShares Commodity Curve Carry Strategy ETF 5
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 5
Bennett Selby Investments Lp 5
Johnson Midwest Financial, LLC 5
MTM Investment Management, LLC 5
Accel Wealth Management 5
Bellwether Advisors, LLC 5
Addison Advisors LLC 5
DCM Advisors, LLC 5
Mizuho Markets Americas Llc 5
Syverson Strege & Co 5
Baker Tilly Financial, Llc 5
Aaron Wealth Advisors LLC 5
RWM Asset Management, LLC 5
Lumature Wealth Partners, LLC 5
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 5
CFS Investment Advisory Services, LLC 5
IAG Wealth Partners, LLC 5
Altus Wealth Group LLC 5
TCG Advisory Services, LLC 5
qPULA Trading Management LP 5
Inspire Advisors, LLC 5
Verdad Advisers, LP 5
Legacy Capital Wealth Partners, LLC 5
Mcdonald Partners Llc 5
Resolute Advisors LLC 5
True Link Financial Advisors, LLC 5
Sittner & Nelson, Llc 5
DHJJ Financial Advisors, Ltd. 5
InterOcean Capital Group, LLC 5
F/M Investments LLC 5
Masterton Capital Management, LP 5
Waterfront Wealth Inc. 5
Kowal Investment Group, LLC 5
Kozak & Associates, Inc. 5
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 5
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 5
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 5
Main Street Financial Solutions, LLC 5
SkyView Investment Advisors, LLC 5
Absoluto Partners Gestao de Recursos Ltda 5
Valley Brook Capital Group, Inc. 5
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 5
Curi Wealth Management, LLC 5
Legacy Wealth Asset Management, LLC 5
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 5
Connectus Wealth, LLC 5
Crew Capital Management, Ltd. 5
Capitolis Advisors LLC 5
Pallas Capital Advisors LLC 5
Hennion & Walsh Asset Management, Inc. 5
Sierra Capital LLC 5
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 5
Y.D. More Investments Ltd 5
Bank of New Hampshire 5
Heritage Wealth Management, Llc 5
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 5
VCBDX - VALIC Co I - Core Bond Fund 5
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 5
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 5
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 5
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 5
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 5
U.S. Capital Wealth Advisors, LLC 5
Independent Wealth Network Inc. 5
Smith Group Asset Management, LLC 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 5
Wayfinding Financial, LLC 5
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 5
Dixon Hughes Goodman Wealth Advisors LLC 5
Missouri Trust & Investment Co 5
Ameliora Wealth Management Ltd. 5
Industrial Alliance Investment Management Inc. 5
True North Advisors, LLC 5
New Millennium Group LLC 5
Delphia (USA) Inc. 5
Western Pacific Wealth Management, LP 5
Tilia Fiduciary Partners, Inc. 5
Metatron Capital SICAV plc 5
Zullo Investment Group, Inc. 5
Byrne Asset Management LLC 5
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 5
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 5
Oliver Lagore Vanvalin Investment Group 5
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 5
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 5
Strengthening Families & Communities, LLC 5
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 5
High Net Worth Advisory Group LLC 5
EHP Funds Inc. 5
Angeles Wealth Management, Llc 5
Baader Bank INC 5
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 5
Triasima Portfolio Management inc. 5
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 5
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 5
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 5
T. Rowe Price Investment Management, Inc. 5
FSM Wealth Advisors, LLC 5
Quantum Financial Advisors, LLC 5
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 5
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 5
Coston, McIsaac & Partners 5
Romano Brothers And Company 5
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5
Brewin Dolphin Ltd 5
Drive Wealth Management, Llc 5
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 5
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 5
Kfg Wealth Management, Llc 5
Catalyst Financial Partners Llc 5
Stephens Consulting, LLC 5
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 5
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 5
VitalStone Financial, LLC 5
Redwood Wealth Management Group, LLC 5
McGlone Suttner Wealth Management, Inc. 5
Cercano Management LLC 5
Oversea-Chinese Banking CORP Ltd 5
Hook Mill Capital Partners, LP 5
Garda Capital Partners Lp 5
Allstate Investment Management Co 5
Fortis Capital Advisors, LLC 5
Meeder Advisory Services, Inc. 5
Mill Creek Capital Advisors, LLC 5
Gateway Wealth Partners, LLC 5
Ruedi Wealth Management, Inc. 5
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 5
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 5
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 5
Milestone Investment Advisors LLC 5
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 5
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 5
STXV - EA Series Trust - Strive 1000 Value ETF 5
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 5
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 5
Cm Wealth Advisors Llc 5
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 5
25 Llc 5
Grey Street Capital, LLC 5
Legacy Capital Group California, Inc. 5
Vinva Investment Management Ltd 5
Ofi Invest Asset Management 5
Imprint Wealth LLC 5
Pine Valley Investments Ltd Liability Co 5
GMEZX - GuideStone Funds - Impact Equity Fund Investor 5
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 5
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 5
Kingswood Wealth Advisors, Llc 5
Invesco, Llc 5
Union Savings Bank 5
Strategic Financial Concepts, LLC 5
Arlington Trust Co LLC 5
Tiaa Trust, National Association 5
Knollwood Investment Advisory, LLC 5
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 5
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 5
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 5
Jamison Private Wealth Management, Inc. 5
Financial Perspectives, Inc 5
LongView Wealth Management 5
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 5
Turtle Creek Wealth Advisors, LLC 5
Sapient Capital Llc 5
Tyche Wealth Partners LLC 5
Naples Money Management LLC 5
Criterion Capital Advisors, Llc 5
Quotient Wealth Partners, LLC 5
Savvy Advisors, Inc. 5
Winthrop Capital Management, LLC 5
Frazier Financial Advisors, LLC 5
Focus Financial Network Inc /adv 5
Clear Rock Advisors, LLC 5
Plato Investment Management Ltd 5
New Age Alpha Advisors, LLC 5
Signal Advisors Wealth, LLC 5
First Trust Investment Solutions L.P. 5
Financial Network Wealth Advisors LLC 5
FJ Investments, LLC 5
Vima Llc 5
Groupama Asset Managment 5
VMAX - Lattice Strategies Trust - Hartford US Value ETF 5
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 5
Accent Capital Management, LLC 5
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 5
Financial Synergies Wealth Advisors, Inc. 5
Triad Wealth Partners, LLC 5
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 5
Central Pacific Bank - Trust Division 5
Seeds Investor Llc 5
Kirtland Hills Capital Management, Llc 5
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 5
SRN Advisors, LLC 5
Brown, Lisle/cummings, Inc. 5
Lynx Investment Advisory 5
World Equity Group, Inc. 5
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 5
ORG Wealth Partners, LLC 5
Painted Porch Advisors LLC 5
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 5
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 5
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 5
Avanza Fonder AB 5
R Squared Ltd 5
Crews Bank & Trust 5
Stonebridge Financial Group, LLC 5
Bank of Jackson Hole Trust 5
Synergy Investment Management, LLC 5
Redwood Park Advisors LLC 5
Sagespring Wealth Partners, Llc 5
Transce3nd, LLC 5
Quest 10 Wealth Builders, Inc. 5
Eisler Capital Management Ltd. 5
Cary Street Partners Financial Llc 5
Banque Transatlantique SA 5
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 5
Capital A Wealth Management, LLC 5
REAP Financial Group, LLC 5
Park Square Financial Group, LLC 5
Lansforsakringar Fondforvaltning AB (publ) 5
Mascagni Wealth Management, Inc. 5
Stance Capital Llc 5
Huntleigh Advisors, Inc. 5
Integrity Alliance, Llc. 5
SummitTX Capital, L.P. 5
Ag2r La Mondiale Gestion D'actifs 5
YOKE - EA Series Trust - Yoke Core ETF 5
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 5
Midwest Trust Co 5
Winnow Wealth Llc 5
Caldwell Trust Co 5
Boenning & Scattergood, Inc. 4
CBOE Vest Financial, LLC 4
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 4
Forward Management, LLC 4
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 4
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 4
AlTi Global, Inc. 4
Thomas White International Ltd 4
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 4
Bayforest Capital Ltd 4
Morton Brown Family Wealth, LLC 4
Tower View Investment Management & Research LLC 4
Geller Advisors LLC 4
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 4
Encompass Wealth Advisors, Llc 4
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 4
Magellan Asset Management Ltd 4
Acrisure Capital Management, LLC 4
Orion Capital Management LLC 4
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 4
Fma Advisory Inc 4
Papp L Roy & Associates 4
Prosperity Wealth Management, Inc. 4
Bridge Creek Capital Management LLC 4
Thames Capital Management Llc 4
Legacy Advisors, LLC 4
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 4
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 4
Honeywell International Inc 4
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 4
RPg Family Wealth Advisory, LLC 4
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 4
Provenance Wealth Advisors, LLC 4
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 4
Marathon Capital Management 4
Long Island Wealth Management, Inc. 4
Tyler-Stone Wealth Management 4
Halpern Financial, Inc. 4
Cardinal Strategic Wealth Guidance 4
Minot Wealth Management LLC 4
Three Peaks Capital Management, LLC 4
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 4
Newfound Research LLC 4
DeDora Capital, Inc. 4
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 4
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 4
University Of Texas/texas Am Investment Managment Co 4
Wingate Wealth Advisors, Inc. 4
nVerses Capital, LLC 4
Stonegate Investment Group, LLC 4
Field & Main Bank 4
EULAV Asset Management 4
Lebenthal Global Advisors, LLC 4
Kanaly Trust Co 4
Tru Independence Asset Management 2, Llc 4
Calamos Wealth Management LLC 4
First City Capital Management, Inc. 4
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 4
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 4
Hobbs Group Advisors, LLC 4
Delaware Investments Dividend & Income Fund, Inc 4
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 4
Precision Wealth Strategies, LLC 4
Peak Financial Advisors Llc 4
Boreal Capital Management LLC 4
Capital Square, LLC 4
Carolina Wealth Advisors, LLC 4
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 4
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 4
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 4
Townsend & Associates, Inc 4
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class 4
Barnes Dennig Private Wealth Management LLC 4
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 4
Baldwin Investment Management, LLC 4
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 4
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF 4
Seldon Capital Lp 4
Bedrijfstakpensioenfonds Voor De Media Pno 4
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 4
Hunter Associates Investment Management Llc 4
Capital Directions Investment Advisors, LLC 4
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 4
Argent Financial Group, Inc. 4
Insigneo Advisory Services, Llc 4
Charter Trust Co 4
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 4
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 4
SignalPoint Asset Management, LLC 4
Boston Research & Management Inc 4
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 4
Jpmorgan Trust Iii 4
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 4
Quilter Plc 4
TCF National Bank 4
Millstone Evans Group, LLC 4
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 4
Barometer Capital Management Inc. 4
Smith Anglin Financial, LLC 4
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 4
Regent Investment Management LLC 4
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 4
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 4
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 4
Pergamon Offshore Advisors, L.P. 4
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 4
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 4
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 4
Cozad Asset Management Inc 4
Shapiro Robert N 4
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 4
UBP Investment Advisors SA 4
Baron Wealth Management LLC 4
Palo Capital, Inc. 4
Indie Asset Partners, LLC 4
Cascadia Advisory Services, LLC 4
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 4
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 4
Horizon Funds - HORIZON EXPEDITION PLUS ETF 4
Authentikos Wealth Advisory, LLC 4
Marks Group Wealth Management, Inc 4
Wealth Advisory Solutions, LLC 4
Personal Cfo Solutions, Llc 4
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 4
Bank Of Nova Scotia Trust Co 4
BKD Wealth Advisors, LLC 4
Anfield Capital Management, LLC 4
Securian Funds Trust - SFT T. Rowe Price Value Fund 4
Beacon Financial Group 4
IVC Wealth Advisors LLC 4
Sage Mountain Advisors LLC 4
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 4
Kehrs Ridge Capital,LLC 4
Ambassador Advisors, LLC 4
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 4
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 4
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 4
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 4
MWA Asset Management 4
Northside Capital Management, LLC 4
Pacitti Group Inc. 4
Alpha Omega Wealth Management LLC 4
Beverly Hills Private Wealth, LLC 4
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 4
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 4
Soltis Investment Advisors LLC 4
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 4
Hanlon Investment Management, Inc. 4
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 4
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 4
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 4
Cornerstone Advisors, LLC 4
Daymark Wealth Partners, Llc 4
SLIM - Janus Detroit Street Trust - The Obesity ETF 4
Ipswich Investment Management Co., Inc. 4
Madison Asset Management, LLC 4
Beck Bode, LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 4
Pfs Investments Inc. 4
Security National Trust Co 4
Power Corp of Canada 4
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 4
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class 4
Live Oak Private Wealth LLC 4
Genesis Wealth Advisors, LLC 4
Ckw Financial Group 4
Argentus Capital Management, LLC 4
Garrett Wealth Advisory Group, LLC 4
Thornburg Investment Management Inc 4
Marcum Wealth, LLC 4
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 4
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 4
Beaumont Financial Partners, LLC 4
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 4
Texas Capital Bank Wealth Management Services Inc 4
Douglas Lane & Associates, LLC 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 4
Lion Street Advisors, LLC 4
Parnassus Investments /ca 4
Wills Financial Group LLC 4
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 4
Palladiem, Llc 4
Madison Investment Holdings Inc 4
Mattern Capital Management, Llc 4
Leuthold Group, Llc 4
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 4
Krs Capital Management, Llc 4
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 4
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 4
Blue Edge Capital, LLC 4
Americana Partners, LLC 4
CWS Financial Advisors, LLC 4
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF 4
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 4
Ativo Capital Management LLC 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 4
Concorde Asset Management, LLC 4
Sandy Cove Advisors, LLC 4
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 4
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 4
Advanced Series Trust - Ast Mid-cap Growth Portfolio 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 4
Appian Way Asset Management LP 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 4
Elevation Series Trust - RiverNorth Patriot ETF 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 4
EPG Wealth Management LLC 4
Beaumont Financial Advisors, LLC 4
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 4
Sandbar Asset Management LLP 4
Sovran Advisors, LLC 4
Mint Tower Capital Management B.V. 4
Atreides Management, LP 4
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 4
Moody Lynn & Lieberson, Llc 4
Counterpoint Mutual Funds LLC 4
Select Equity Group, L.P. 4
Bellevue Asset Management, Llc 4
Quotient Investors, LLC 4
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 4
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 4
Sava Infond d.o.o. 4
Core Wealth Advisors, Inc. 4
General Partner, Inc. 4
Goldstein Advisors, LLC 4
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 4
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 4
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 4
Gibbs Wealth Management 4
Hoey Investments, Inc 4
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 4
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 4
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 4
Paragon Advisors, LLC 4
Kennebec Savings Bank 4
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 4
Optas, LLC 4
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 4
Barnett & Company, Inc. 4
Mission Creek Capital Partners, Inc. 4
Iberiabank Corp 4
Laidlaw Wealth Management LLC 4
Blueprint Investment Partners LLC 4
Absolute Return Capital, LLC 4
First New York Securities Llc /ny 4
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 4
Estabrook Capital Management 4
Global Wealth Management Investment Advisory, Inc. 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 4
Carderock Capital Management Inc 4
Ramirez Asset Management, Inc. 4
Trust Co Of Oklahoma 4
Alaethes Wealth LLC 4
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 4
Norris Perne & French Llp/mi 4
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 4
Kesler, Norman & Wride, LLC 4
Resonant Capital Advisors, LLC 4
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 4
Wealth Quarterback LLC 4
East Coast Asset Management, LLC. 4
Lmcg Investments, Llc 4
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 4
Capital Insight Partners, Llc 4
Armstrong Henry H Associates Inc 4
Revisor Wealth Management LLC 4
North Star Asset Management Inc 4
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 4
Pinnacle Wealth Advisors 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 4
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 4
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 4
Baron Silver Stevens Financial Advisors, Llc 4
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 4
First Merchants Corp 4
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 4
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 4
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 4
Franklin Templeton ETF Trust - Western Asset Bond ETF 4
LBA Wealth Management, LLC 4
Thomas J. Herzfeld Advisors, Inc. 4
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares 4
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 4
Sig Brokerage, Lp 4
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 4
Ferguson Wellman Capital Management, Inc 4
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 4
Denver Investment Advisors Llc 4
Portfolio Strategies, Inc. 4
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 4
KLCM Advisors, Inc. 4
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 4
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 4
MADDEN SECURITIES Corp 4
Mariner Investment Group Llc 4
Hood River Capital Management LLC 4
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 4
Compass Ion Advisors, LLC 4
Manhattan West Asset Management, LLC 4
AllSquare Wealth Management LLC 4
Peddock Capital Advisors, Llc 4
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 4
PFG Private Wealth Management, LLC 4
Cyndeo Wealth Partners, LLC 4
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 4
Atwood & Palmer Inc 4
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 4
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 4
Savior LLC 4
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 4
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 4
First Eagle Investment Management, LLC 4
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 4
Total Clarity Wealth Management, Inc. 4
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 4
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 4
Morningstar Investment Services LLC 4
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 4
Dynasty Wealth Management, Llc 4
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 4
Icc Capital Management Inc/ 4
Psagot Value Holdings Ltd. / (Israel) 4
W.G. Shaheen & Associates DBA Whitney & Co 4
Lucia Wealth Services, Llc 4
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 4
Danda Trouve Investment Management, Inc. 4
Unique Wealth, Llc 4
Engrave Wealth Partners LLC 4
Lone Pine Capital Llc 4
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 4
New England Research & Management, Inc. 4
Operose Advisors LLC 4
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 4
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 4
Tiemann Investment Advisors, Llc 4
British Airways Pensions Investment Management Ltd 4
Epic Trust Investment Advisors, LLC 4
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 4
Aspen Investment Management Inc 4
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 4
Groupe la Francaise 4
Wealth Preservation Advisors, LLC 4
Legacy Financial Strategies, LLC 4
Bank Of The West 4
Richard W. Paul & Associates, LLC 4
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 4
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 4
FourThought Financial Partners, LLC 4
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 4
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 4
Focus Financial Network, Inc. 4
VSM Wealth Advisory, LLC 4
Actinver Wealth Management, Inc. 4
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 4
Berger Financial Group, Inc 4
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 4
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 4
Summit Asset Management, LLC 4
Becker Capital Management Inc 4
PFS Partners, LLC 4
IFC Holdings Incorporated/FL 4
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 4
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 4
J.P. Turner & Co Capital Mnagement, LLC 4
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 4
I.g. Investment Management, Ltd. 4
White Pine Capital Llc 4
State of New Jersey Common Pension Fund A 4
Armbruster Capital Management, Inc. 4
Winton Capital Management Ltd 4
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 4
Verity & Verity, LLC 4
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 4
MYDA Advisors LLC 4
Confluence Investment Management Llc 4
Ionic Capital Management LLC 4
Monetary Management Group Inc 4
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 4
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 4
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 4
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 4
Philadelphia Trust Co 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 4
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 4
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 4
Alliancebernstein Global High Income Fund Inc 4
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 4
Kavar Capital Partners, LLC 4
Catalina Capital Group, LLC 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 4
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 4
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 4
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 4
Strategic Wealth Advisors Group, LLC 4
Burns Matteson Capital Management, LLC 4
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4
Greenwich Wealth Management LLC 4
Mane Global Capital Management Lp 4
Delta Accumulation, LLC 4
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 4
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 4
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 4
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 4
Jarislowsky, Fraser Ltd 4
CenturyLink Investment Management Co 4
CR Intrinsic Investors, LLC 4
Zrc Wealth Management, Llc 4
Carlson Capital Management 4
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 4
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 4
Silvant Capital Management LLC 4
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 4
Parisi Gray Wealth Management 4
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 4
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund 4
E Fund Management (Hong Kong) Co., Ltd. 4
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 4
Grandfield & Dodd, Llc 4
Elm Advisors, Llc 4
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 4
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 4
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 4
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 4
Spouting Rock Asset Management, LLC 4
Credential Qtrade Securities Inc. 4
Woodstock Corp 4
Kinloch Capital, LLC 4
Cartenna Capital, LP 4
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 4
Wellspring Financial Advisors, LLC 4
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 4
Ingalls & Snyder Llc 4
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 4
Wealth Group, Ltd. 4
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 4
First National Trust Co 4
Howard Capital Management Inc. 4
Walled Lake Planning & Wealth Management, Llc 4
Eaton Vance Tax Advantaged Dividend Income Fund 4
Sii Investments Inc/wi 4
Palisade Capital Management Llc/nj 4
Richard Bernstein Advisors LLC 4
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 4
Nilsine Partners, LLC 4
MML Series Investment Fund II - MML Asset Momentum Fund Class II 4
Regents Gate Capital LLP 4
Journey Strategic Wealth Llc 4
Grey Fox Wealth Advisors, LLC 4
First United Bank Trust/ 4
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 4
Avaii Wealth Management, Llc 4
IWM - iSHARES TRUST - iShares Russell 2000 ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 4
Lakeview Capital Partners, LLC 4
Richards, Merrill & Peterson, Inc. 4
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 4
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 4
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 4
Red Cedar Investment Management, Llc 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 4
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 4
Vestor Capital, Llc 4
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 4
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 4
Covenant Multifamily Offices, LLC 4
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares 4
Trust Co Of Virginia /va 4
Peoples Bank /oh 4
Vontobel Asset Management Inc 4
Hager Investment Management Services, Llc 4
MSH Capital Advisors LLC 4
Blue Chip Partners, Inc. 4
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 4
Sepio Capital, LP 4
Water Island Capital Llc 4
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 4
Hills Bank & Trust Co 4
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 4
Impax Asset Management Group plc 4
Burt Wealth Advisors 4
Strategic Investment Solutions, Inc. /IL 4
Barrington Strategic Wealth Management Group LLC 4
Pictet & Cie (Europe) SA 4
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 4
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 4
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 4
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 4
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 4
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 4
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 4
Islet Management, LP 4
Cary Street Partners Asset Management Llc 4
POM Investment Strategies, LLC 4
Winfield Associates, Inc. 4
Banco de Sabadell, S.A 4
NINE MASTS CAPITAL Ltd 4
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 4
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 4
Kula Investments, LLC 4
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 4
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 4
Crestwood Capital Management, L.P. 4
Tributary Capital Management, LLC 4
JDM Financial Group LLC 4
Wedge Capital Management L L P/nc 4
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 4
Consolidated Portfolio Review Corp 4
Farringdon Capital, Ltd. 4
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 4
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 4
Pure Financial Advisors, Inc. 4
Peconic Partners Llc 4
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 4
Personal Capital Advisors Corp 4
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 4
Eagle Ridge Investment Management 4
Deltec Asset Management Llc 4
Advyzon Investment Management, LLC 4
Makena Capital Management Llc 4
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 4
Avalon Trust Co 4
TAP Consulting, LLC 4
Slow Capital, Inc. 4
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 4
Anderson Financial Strategies, LLC 4
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 4
Capital Advisors Inc/ok 4
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 4
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 4
Caxton Associates Llp 4
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 4
Fundamentun, Llc 4
Sanders Morris Harris Llc 4
Sugar Maple Asset Management, LLC 4
Guild Investment Management, Inc. 4
F3Logic, LLC 4
Lee Danner & Bass Inc 4
Harfst & Associates, Inc. 4
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 4
Madison Investment Advisors, LLC 4
GBTFX - US GLOBAL INVESTORS FUNDS - All American Equity Fund 4
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 4
Qci Asset Management Inc/ny 4
TOWER TRUST & INVESTMENT Co 4
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 4
Connable Office Inc 4
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF 4
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 4
Virtus ETF Advisers LLC 4
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 4
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 4
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 4
Pensionmark Financial Group, Llc 4
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 4
General Motors Investment Management Corp 4
Birch Capital Management, LLC 4
Dialectic Capital Management, Lp 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 4
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 4
Punch & Associates Investment Management, Inc. 4
CTC Capital Management, LLC 4
Moseley Investment Management Inc 4
Thompson Investment Management, Inc. 4
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 4
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 4
Nicolet Advisory Services, Llc 4
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 4
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 4
Maple Securities Usa Inc 4
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 4
Eaton Vance Senior Floating Rate Trust 4
Trueblood Wealth Management, LLC 4
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 4
Magnus Financial Group LLC 4
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 4
Gq Asset Management, Llc 4
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 4
GraniteShares Advisors LLC 4
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A 4
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 4
CoreFirst Bank & Trust 4
Chesapeake Wealth Management 4
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 4
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 4
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 4
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 4
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 4
Rydex Etf Trust 4
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 4
Retirement Planning Co of New England, Inc. 4
Country Club Trust Company, n.a. 4
Claymore Exchange-traded Fund Trust 4
DoubleLine ETF Adviser LP 4
Waterloo Capital, L.P. 4
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 4
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 4
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 4
Everhart Financial Group, Inc. 4
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 4
Ewa, Llc 4
Mitsubishi UFJ Securities Holdings Co., Ltd. 4
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 4
SCS Capital Management LLC 4
Zhang Financial LLC 4
KKR Credit Advisors (US) LLC 4
Eaton Vance Enhanced Equity Income Fund Ii 4
NorthCoast Asset Management LLC 4
Zevin Asset Management Llc 4
Nicola Wealth Management Ltd. 4
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares 4
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 4
Ashburton (Jersey) Ltd 4
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 4
National Wealth Management Group, LLC 4
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 4
Kdi Capital Partners Llc 4
Register Financial Advisors LLC 4
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 4
Asahi Life Asset Management Co., Ltd. 4
Security National Bank 4
Schwartz Investment Counsel Inc 4
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 4
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 4
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 4
Global X Japan Co., Ltd. 4
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 4
Solaris Asset Management Llc 4
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 4
O'Neil Global Advisors, Inc. 4
Blackstone / Gso Long-short Credit Income Fund 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 4
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 4
Roble, Belko & Company, Inc 4
IFG Advisory, LLC 4
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 4
Cliftonlarsonallen Wealth Advisors, Llc 4
Gitterman Wealth Management, LLC 4
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 4
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 4
Smallwood Wealth Investment Management, LLC 4
Trust Investment Advisors 4
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 4
GURU - Global X Funds - Global X Guru Index ETF 4
Gries Financial Llc 4
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 4
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 4
Inscription Capital, LLC 4
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 4
Clear Investment Research, Llc 4
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 4
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 4
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 4
3Chopt Investment Partners, LLC 4
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 4
Vantage Investment Advisors, LLC 4
Nfj Investment Group, Llc 4
Auxier Asset Management 4
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 4
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 4
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 4
Baldrige Asset Management LLC 4
Eaton Vance Senior Income Trust 4
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund 4
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4
Rail-Splitter Capital Management, LLC 4
Gabelli Dividend & Income Trust 4
ProVise Management Group, LLC 4
Safeguard Financial, LLC 4
Nuveen S&p 500 Dynamic Overwrite Fund 4
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 4
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 4
Sentinel Asset Management, Inc. 4
Anandar Capital Management LP 4
VestGen Advisors, LLC 4
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 4
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 4
SeaTown Holdings Pte. Ltd. 4
Alpha Cubed Investments, LLC 4
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 4
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 4
Two Creeks Capital Management, LP 4
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 4
U S Global Investors Inc 4
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 4
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 4
Bornite Capital Management LP 4
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 4
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 4
PENN SERIES FUNDS INC - Mid Cap Growth Fund 4
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 4
Chris Bulman Inc 4
Crowley Wealth Management, Inc. 4
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 4
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 4
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 4
NorthCrest Asset Manangement, LLC 4
Atalanta Sosnoff Capital, Llc 4
PENN SERIES FUNDS INC - Small Cap Index Fund 4
SageView Advisory Group, LLC 4
Custom Index Systems, Llc 4
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 4
Wahed Invest LLC 4
Parvin Asset Management, LLC 4
Legacy Investment Solutions, LLC 4
Diversify Wealth Management, Llc 4
CPSIX - Unified Series Trust - Fci Bond Fund 4
Distillate Capital Partners LLC 4
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 4
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 4
Lecap Asset Management Ltd 4
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 4
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 4
D.B. Root & Company, LLC 4
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 4
San Luis Wealth Advisors LLC 4
Legacy Financial Group LLC 4
Bear Mountain Capital, Inc. 4
Cumberland Partners Ltd 4
Cullen Investment Group, Ltd. 4
Centricity Wealth Management, LLC 4
Naples Global Advisors, Llc 4
Lakewood Capital Management, Lp 4
Curbstone Financial Management Corp 4
Freestone Grove Partners LP 4
Eminence Capital, Lp 4
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 4
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 4
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 4
Whitnell & Co. 4
Sigma Capital Management Llc 4
Legacy Wealth Managment, LLC/ID 4
Turtle Creek Asset Management Inc. 4
Brandywine Oak Private Wealth Llc 4
Brophy Wealth Management, LLC 4
Granite FO LLC 4
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 4
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 4
Tectonic Advisors Llc 4
Thor Advisors, Llc 4
Empower Advisory Group, LLC 4
MASTERINVEST Kapitalanlage GmbH 4
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares 4
Court Place Advisors, LLC 4
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 4
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 4
Delaware Vip Trust - Delaware Vip Value Series Standard Class 4
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 4
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 4
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 4
First National Corp /ma/ /adv 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 4
Toews Corp /adv 4
WestEnd Advisors, LLC 4
Foster Dykema Cabot & Co Inc/ma 4
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 4
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 4
Delta Investment Management, LLC 4
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 4
Centennial Bank/AR/ 4
Levin Capital Strategies, L.p. 4
Cornerstone Total Return Fund Inc 4
Engine No. 1 Llc 4
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 4
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 4
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF 4
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 4
ULTRA SERIES FUND - Core Bond Fund Class I 4
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 4
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 4
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 4
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 4
Stiles Financial Services Inc 4
Union Bancaire Privee, UBP SA 4
WMS Partners, LLC 4
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 4
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 4
Invesco High Income Trust Ii 4
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 4
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 4
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 4
PENN SERIES FUNDS INC - Large Core Value Fund 4
Stokes Capital Advisors, LLC 4
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 4
Nachman Norwood & Parrott, Inc 4
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 4
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 4
Glade Brook Capital Partners Llc 4
Arete Wealth Advisors, LLC 4
Cornerstone Strategic Value Fund Inc 4
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 4
Fulcrum Asset Management LLP 4
Provident Trust Co 4
Applied Finance Capital Management, LLC 4
Gabelli Equity Trust Inc 4
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 4
HOM - NORTHERN LIGHTS FUND TRUST II - LifeGoal Home Down Payment Investment ETF 4
Zweig-DiMenna Associates LLC 4
Alliance Wealth Advisors, LLC /UT 4
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 4
Guardian Wealth Management, Inc. 4
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 4
Aries Wealth Management 4
Evolution Advisers, Inc. 4
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 4
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 4
Burling Wealth Partners, Llc 4
Advanced Asset Management Advisors Inc 4
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 4
Egerton Capital (UK) LLP 4
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 4
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 4
VCSLX - VALIC Co I - Small Cap Index Fund 4
Leverty Financial Group, LLC 4
BSW Wealth Partners 4
South Dakota Investment Council 4
Enterprise Trust & Investment Co 4
Global Endowment Management, LP 4
Edge Capital Group, LLC 4
Berkshire Asset Management Llc/pa 4
Novem Group 4
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 4
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 4
Eukles Asset Management 4
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 4
Luminus Management Llc 4
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 4
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 4
Synergy Financial Management, LLC 4
Adell Harriman & Carpenter Inc 4
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 4
Community Trust & Investment Co 4
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 4
Plancorp, LLC 4
Croft-leominster Inc 4
Phoenix Wealth Advisors 4
Sound View Wealth Advisors Group, LLC 4
Ausdal Financial Partners, Inc. 4
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 4
Barlow Wealth Partners, Inc. 4
Provence Wealth Management Group 4
Alpine Bank Wealth Management 4
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 4
Allegheny Financial Group LTD 4
K2 Principal Fund, L.p. 4
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 4
Spears Abacus Advisors LLC 4
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 4
Crystal Rock Capital Management 4
LGT Fund Management Co Ltd. 4
Exchange Capital Management, Inc. 4
LGT Group Foundation 4
Paragon Capital Management Ltd 4
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 4
Dymon Asia Capital (singapore) Pte. Ltd. 4
CastleArk Alternatives, LLC 4
Banco BTG Pactual S.A. 4
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 4
Adirondack Trust Co 4
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 4
Wunderlich Capital Managemnt 4
Fielder Capital Group LLC 4
ICONIQ Capital, LLC 4
Nichols & Pratt Advisers Llp /ma 4
Cantab Capital Partners LLP 4
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 4
Trillium Asset Management, Llc 4
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 4
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 4
ShearLink Capital, LLC 4
Hirtle Callaghan & Co LLC 4
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 4
Legacy Bridge, LLC 4
Freedom Day Solutions, LLC 4
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 4
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 4
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 4
Aristides Capital LLC 4
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 4
American Research & Management Co. 4
Jump Trading, Llc 4
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 4
Bray Capital Advisors 4
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 4
Bensler, LLC 4
Mayflower Financial Advisors, LLC 4
Trifecta Capital Advisors, LLC 4
Virtue Capital Management, LLC 4
Linden Thomas Advisory Services, LLC 4
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 4
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 4
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 4
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 4
Kings Point Capital Management 4
Meristem Family Wealth, LLC 4
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 4
Boussard & Gavaudan Investment Management LLP 4
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 4
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 4
Graves-Light Private Wealth Management, Inc. 4
Fruth Investment Management 4
Hazlett, Burt & Watson, Inc. 4
Compass Wealth Management LLC 4
Empirical Asset Management, LLC 4
HighVista Strategies LLC 4
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 4
Schonfeld Group Holdings LLC 4
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 4
Westend Capital Management LLC 4
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 4
GEM Realty Capital 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 4
Holloway Wealth Management, LLC 4
Avalon Global Asset Management LLC 4
Ethos Financial Group, LLC 4
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 4
Smith, Moore & Co. 4
Strategic Advisors LLC 4
Tennessee Valley Asset Management Partners 4
RHJ International SA 4
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 4
Ironvine Capital Partners, LLC 4
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 4
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 4
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 4
Grace Capital 4
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 4
Wilkins Investment Counsel Inc 4
First Heartland Consultants, Inc. 4
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 4
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 4
XHB - SPDR SERIES TRUST - SPDR(R) S&P(R) Homebuilders ETF 4
Boston Family Office Llc 4
Schaper Benz & Wise Investment Counsel Inc/wi 4
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 4
Squar Milner Financial Services Llc 4
Investors Capital Advisory Services 4
First Pacific Financial 4
Mpwm Advisory Solutions, Llc 4
Jackson Creek Investment Advisors LLC 4
Signature Wealth Management Group 4
Advance Capital I Inc 4
Bell Bank 4
Krilogy Financial LLC 4
First National Bank Sioux Falls 4
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 4
Gluskin Sheff & Assoc Inc 4
Keudell/Morrison Wealth Management 4
Horizon Financial Services, Llc 4
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 4
Flossbach Von Storch Ag 4
Ten Capital Wealth Advisors, LLC 4
Bluefin Capital Management, Llc 4
Bnc Wealth Management, Llc 4
BLB&B Advisors, LLC 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 4
Indices-Pac Research Corp. 4
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 4
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 4
NOLCX - Northern Funds - Northern Large Cap Core Fund 4
Independence Bank of Kentucky 4
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 4
EUSM - Strategy Shares - Eventide US Market ETF 4
Kentucky Trust Co 4
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 4
Dean Investment Associates, Llc 4
Blume Capital Management, Inc. 4
Stormborn Capital Management, Llc 4
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 4
Reynders McVeigh Capital Management, LLC 4
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 4
Country Club Bank /gfn 4
London Co Of Virginia 4
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 4
Pettyjohn, Wood & White, Inc 4
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 4
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity 4
Alpine Woods Capital Investors, Llc 4
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 4
Strategic Global Advisors, LLC 4
Brown Miller Wealth Management, LLC 4
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 4
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 4
Wallace Advisory Group, LLC 4
Nuveen Nasdaq 100 Dynamic Overwrite Fund 4
Boyd Watterson Asset Management Llc/oh 4
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 4
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 4
Allen Capital Group, LLC 4
Core Bond Portfolio - Core Bond Portfolio 4
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 4
Symmetry Investments LP 4
Tidemark, LLC 4
Mechanics Financial Corp 4
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 4
Kempen Capital Management N.v. 4
Regency Capital Management Inc.\DE 4
180 Wealth Advisors, Llc 4
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 4
NOFIX - Northern Funds - Northern Fixed Income Fund 4
Cordatus Wealth Management LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 4
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 4
Baltimore-Washington Financial Advisors, Inc. 4
Emerald Mutual Fund Advisers Trust 4
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 4
Gary Goldberg Planning Services Inc 4
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 4
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 4
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 4
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 4
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 4
Baxter Bros Inc 4
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 4
Legg Mason Investment Counsel & Trust Co., N.A. 4
1620 Investment Advisors, Inc. 4
Legg Mason Investment Counsel, LLC 4
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 4
Cullinan Associates Inc 4
NTHEX - Northeast Investors Trust - Northeast Investors Trust 4
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 4
Sumitomo Life Insurance Co 4
Oliver Luxxe Assets LLC 4
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 4
Pennsylvania Trust Co 4
Frontier Wealth Management LLC 4
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 4
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 4
Range Financial Group LLC 4
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 4
Malaga Cove Capital, LLC 4
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 4
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 4
Diamond Hill Capital Management Inc 4
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 4
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 4
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 4
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 4
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 4
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 4
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 4
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 4
Valentine Capital Asset Management, Inc. 4
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 4
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 4
Jackson, Grant Investment Advisers, Inc. 4
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 4
IPDP - Listed Funds Trust - Dividend Performers ETF 4
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 4
Alerus Financial Na 4
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 4
Traynor Capital Management, Inc. 4
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 4
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 4
Aviance Capital Partners, LLC 4
Acorn Wealth Advisors, LLC 4
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 4
CarsonAllaria Wealth Management, Ltd. 4
Nicholas Hoffman & Company, LLC. 4
New Hampshire Trust 4
Greatmark Investment Partners, Inc. 4
Foresters Asset Management Inc. 4
Formula Growth Ltd 4
Wintrust Investments Llc 4
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 4
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 4
Hanson & Doremus Investment Management 4
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 4
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 4
Harbour Capital Advisors, LLC 4
Systematic Financial Management Lp 4
Prosperity Consulting Group, LLC 4
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 4
Silicon Valley Capital Partners 4
Astoria Portfolio Advisors LLC. 4
Robertson Stephens Wealth Management, LLC 4
RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class 4
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 4
Ford Financial Group, LLC 4
Campbell Capital Management Inc 4
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 4
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 4
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A 4
Gf Fund Management Co. Ltd. 4
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 4
Mattson Financial Services, LLC 4
Elite Wealth Management, Inc. 4
Granite Bay Wealth Management, LLC 4
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 4
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 4
Highland Capital Management Fund Advisors, L.p. 4
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 4
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 4
HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A 4
Rikoon Group, LLC 4
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF 4
Steward Partners Investment Solutions, Llc 4
DiMeo Schneider & Associates, L.L.C. 4
HMS Capital Management, LLC 4
Stanford Investment Group, Inc. 4
Headinvest, Llc 4
BancorpSouth Inc 4
Long Pond Capital, LP 4
Redwood Investments, LLC 4
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 4
Parr Mcknight Wealth Management Group, Llc 4
Argonautica Private Wealth Management, Inc 4
Pvg Asset Management Corp 4
CapWealth Advisors, LLC 4
Liberty All Star Growth Fund Inc. 4
Rockland Trust Co 4
RGT Wealth Advisors, LLC 4
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 4
Western Financial Corporation 4
Essex Financial Services, Inc. 4
Curian Capital Llc 4
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 4
Capital International Sarl 4
First Bank & Trust 4
Aveo Capital Partners, LLC 4
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 4
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 4
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 4
Folger Hill Asset Management LP 4
Blackstone / Gso Strategic Credit Fund 4
Mcdaniel Terry & Co 4
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 4
Green Square Capital Advisors Llc 4
First Business Financial Services, Inc. 4
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 4
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 4
Greenwood Capital Associates Llc 4
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 4
Boston Income Portfolio - Boston Income Portfolio 4
Chiron Investment Management, LLC 4
Hamilton Capital, LLC 4
Cabot Wealth Management Inc 4
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 4
Shaker Investments Llc/oh 4
Abich Financial Wealth Management LLC 4
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 4
Paladin Wealth, LLC 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 4
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 4
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 4
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 4
Maryland Capital Management 4
Private Advisory Group LLC 4
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 4
Five Oceans Advisors 4
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 4
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 4
Ulland Investment Advisors, LLC 4
Godsey & Gibb Associates 4
Groesbeck Investment Management Corp /nj/ 4
Alpha Family Trust 4
Ruane, Cunniff & Goldfarb L.P. 4
JT Stratford LLC 4
Steinberg Global Asset Management 4
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 4
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 4
Trustmark National Bank Trust Department 4
Gardner Russo & Quinn Llc 4
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 4
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 4
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 4
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 4
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 4
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 4
Perennial Advisors, LLC 4
Hartford Series Fund Inc 4
McAdam, LLC 4
Peterson Wealth Services 4
Strategic Capital Alternatives LLC 4
Tandem Investment Advisors, Inc. 4
Profunds - Profund Vp Small-cap 4
Quantum Capital Management 4
First Affirmative Financial Network 4
JS Capital Management LLC 4
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 4
Autumn Glory Partners, LLC 4
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 4
Meritage Group LP 4
Polianta Ltd 4
Profunds - Profund Vp Consumer Services 4
Capital Management Associates /ny/ 4
Trellus Management Company, LLC 4
Burns J W & Co Inc/ny 4
Wright Investors Service Inc 4
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 4
Arden Investment Series Trust 4
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 4
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 4
Northwest Quadrant Wealth Management, LLC 4
JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF 4
Mosaic Family Wealth, LLC 4
Cpwm, Llc 4
Covenant Partners, LLC 4
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 4
Good Life Advisors, LLC 4
Monolith Advisors 4
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 4
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 4
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 4
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 4
Koesten, Hirschmann & Crabtree, INC. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 4
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 4
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 4
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 4
Overbrook Management Corp 4
Acima Private Wealth, Llc 4
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 4
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 4
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4
Prio Wealth Limited Partnership 4
Stelac Advisory Services LLC 4
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4
College Retirement Equities Fund 4
Tiaa-cref Funds 4
Hartford Mutual Funds Inc/ct 4
Vantage Investment Partners, LLC 4
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 4
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 4
Sustainable Insight Capital Management, LLC 4
Analytic Investors, LLC 4
Forum Funds 4
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 4
Modern Wealth Management, LLC 4
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 4
MKP Capital Management, L.L.C. 4
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 4
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 4
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 4
Condor Capital Management 4
Ritter Daniher Financial Advisory LLC / DE 4
Westover Capital Advisors, LLC 4
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 4
Camden National Bank 4
Santori & Peters, Inc. 4
Southeast Asset Advisors Inc. 4
Azimuth Capital Investment Management LLC 4
Grayhawk Investment Strategies Inc. 4
Personal Wealth Partners 4
Eaton Vance Floating-rate Income Trust 4
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 4
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 4
Appleton Partners Inc/ma 4
Northwest Bank & Trust Co 4
Journey Advisory Group, LLC 4
Saddle Road Partners, LLC 4
Tyers Asset Management LLC 4
Montrusco Bolton Investments Inc. 4
Neuburgh Advisers LLC 4
First Financial Bank - Trust Division 4
6 Meridian 4
Old North State Trust, LLC 4
Richwood Investment Advisors, LLC 4
Greykasell Wealth Strategies, Inc. 4
Gwn Securities Inc. 4
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 4
Intellectus Partners, LLC 4
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 4
Accuvest Global Advisors 4
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 4
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 4
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 4
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 4
Columbia Asset Management 4
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF 4
EntryPoint Capital, LLC 4
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 4
CAMG Solamere Management, LLC 4
Forte Capital Llc /adv 4
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 4
St. Johns Investment Management Company, LLC 4
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares 4
Clifford Swan Investment Counsel Llc 4
Herold Advisors, Inc. 4
Laurel Wealth Planning LLC 4
Strategic Investment Advisors / MI 4
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 4
Flaharty Asset Management, LLC 4
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 4
Murphy & Mullick Capital Management Corp 4
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 4
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 4
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 4
Nicholson Wealth Management Group, LLC 4
Heartland Bank & Trust Co 4
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 4
Stone Ridge Trust Iii 4
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 4
Quest Investment Management Llc 4
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 4
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 4
Avalon Advisors, Llc 4
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 4
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 4
Midland Wealth Advisors Llc 4
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 4
Costello Asset Management, INC 4
Wsfs Capital Management, Llc 4
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 4
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 4
Mount Lucas Management LP 4
Flynn Zito Capital Management, Llc 4
S.A. Mason LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 4
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 4
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 4
Fox Point Capital Management LLC 4
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 4
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 4
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 4
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 4
Chase Investment Counsel Corp 4
Haberer Registered Investment Advisor Inc 4
Family Legacy, Inc. 4
Crabel Capital Management, LLC 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 4
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 4
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 4
Parkside Investments, LLC 4
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 4
McIlrath & Eck, LLC 4
FIXT - Procure ETF Trust II - Procure Disaster Recovery Strategy ETF 4
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 4
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 4
Safeguard Investment Advisory Group, LLC 4
Putney Financial Group LLC 4
Old Point Trust & Financial Services N A 4
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 4
Stelliam Investment Management, Lp 4
Hallmark Capital Management Inc 4
AQGNX - AQR Funds - AQR Global Equity Fund Class N 4
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 4
Clear Perspective Advisors, LLC 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 4
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 4
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 4
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 4
Main Street Group, LTD 4
Buckhead Capital Management Llc 4
Outfitter Financial LLC 4
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 4
Bfsg, Llc 4
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 4
Capital Planning Advisors, LLC 4
Capital Group Private Client Services, Inc. 4
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 4
Aua Capital Management, Llc 4
Scholtz & Company, Llc 4
Hilton Capital Management, LLC 4
Perella Weinberg Partners Capital Management LP 4
Foster Dykema Cabot & Partners, Llc 4
Burke & Herbert Bank & Trust Co 4
UNIVEST FINANCIAL Corp 4
Ironwood Investment Counsel, LLC 4
Willis Investment Counsel 4
Brant Point Investment Management Llc 4
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 4
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 4
Mastrapasqua Asset Management Inc 4
Prostatis Group LLC 4
HighTower Trust Services, LTA 4
Providence First Trust Co 4
Shufro Rose & Co Llc 4
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 4
Guardian Capital Lp 4
Atlanta Capital Management Co L L C 4
Orrstown Financial Services Inc 4
Whitebox Mutual Funds 4
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 4
PDS Planning, Inc 4
Granite Investment Advisors, LLC 4
Quadcap Wealth Management, LLC 4
Dixon Hubard Feinour & Brown Inc/va 4
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 4
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 4
Cooper Creek Partners Management Llc 4
Wd Rutherford Llc 4
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 4
Sand Hill Global Advisors, LLC 4
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 4
Atlas Brown,Inc. 4
ACSKX - American Century Investment Trust - Short Duration Fund C Class 4
Mesirow Financial Investment Management, Inc. 4
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 4
W.H. Cornerstone Investments Inc. 4
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 4
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 4
MPS Loria Financial Planners, LLC 4
Surevest, LLC 4
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 4
Paradigm Financial Partners, Llc 4
Semmax Financial Advisors Inc. 4
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 3
Mason & Associates Inc 3
Stratton Management Co 3
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 3
Fiduciary Family Office, Llc 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 3
Fpc Investment Advisory, Inc. 3
Davis Capital Management 3
Nwam Llc 3
Triton Wealth Management, PLLC 3
Apella Capital, LLC 3
Matisse Capital 3
Inverness Investment Group, LLC 3
17 Capital Partners, Llc 3
Brown Capital Management Llc 3
International Private Wealth Advisors LLC 3
PNC Managed Account Solutions, Inc. 3
Princeton Capital Management Llc 3
Jackson Square Capital, Llc 3
Arcus Capital Partners, LLC 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 3
MFCPX - M FUND INC - M Capital Appreciation Fund 3
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 3
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 3
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 3
Spirepoint Private Client, Llc 3
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 3
Anchor Capital Advisors Llc 3
Gratus Capital LLC 3
Benin Management CORP 3
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 3
Atlanta Consulting Group Advisors, LLC 3
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 3
TFR Capital, LLC. 3
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 3
Argus Investors' Counsel, Inc. 3
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 3
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 3
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 3
Trajan Wealth LLC 3
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 3
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 3
Wealth Management Partners, LLC 3
Wolf Group Capital Advisors 3
WBIE - Absolute Shares Trust - WBI BullBear Rising Income 3000 ETF 3
Wood Tarver Financial Group, LLC 3
Grandeur Peak Global Advisors, LLC 3
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 3
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 3
New Covenant Trust Company, N.A. 3
Traphagen Investment Advisors Llc 3
Bourgeon Capital Management Llc 3
Ally Financial Inc. 3
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 3
Daiwa SB Investments Ltd. 3
First Long Island Investors, LLC 3
Cunning Capital Partners, LP 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 3
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 3
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 3
LQTIX - Investment Managers Series Trust - Theta Income Fund Institutional Class 3
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 3
WMKGX - WESMARK FUNDS - WesMark Growth Fund 3
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 3
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 3
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 3
RW Investment Management LLC 3
LifePro Asset Management 3
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 3
Midas Management Corp 3
Gamble Jones Investment Counsel 3
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 3
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 3
Hartline Investment Corp/ 3
Bell Rock Capital Llc 3
Vista Investment Partners Llc 3
Weaver Capital Management LLC 3
Ssi Investment Management Llc 3
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 3
Noble Wealth Management PBC 3
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 3
New York Life Investments Alternatives 3
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 3
Long Road Investment Counsel, LLC 3
Bienville Capital Management, LLC 3
IMS Capital Management 3
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 3
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 3
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 3
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class 3
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 3
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 3
PPM Funds - PPM High Yield Core Fund (Inst) 3
Schulhoff & Co Inc 3
HFR Wealth Management, LLC 3
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 3
Amplify ETF Trust - Amplify AI Powered Equity ETF 3
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 3
VTUIX - Advisers Investment Trust - Vontobel U.S. Equity Institutional Fund Class I Shares 3
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 3
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 3
Edmond de Rothschild (Europe) 3
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A 3
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 3
CG Asset Management LLC 3
Pathway Financial Advisers, LLC 3
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class 3
Indiana Trust & Investment Management CO 3
Conestoga Capital Advisors, LLC 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 3
American National Insurance Co /tx/ 3
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 3
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 3
Wakefield Asset Management LLLP 3
Aspiriant, Llc 3
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 3
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 3
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 3
INDPX - Collaborative Investment Series Trust - Dividend Performers Class A 3
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF 3
CI Global Investments Inc. 3
TruNorth Capital Management, LLC 3
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 3
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 3
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 3
Wills Financial Group, Inc. 3
Sirios Capital Management L P 3
HDPBX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Blue Chip Equity Income Fund Retail Class 3
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 3
Oddo Bhf Asset Management Sas 3
West Coast Financial LLC 3
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 3
Concert Wealth Management Inc. 3
Nottingham Advisors, Inc. 3
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 3
Investment Partners, Ltd. 3
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 3
Reliant Investment Partners, LLC 3
Simmons Bank 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 3
Nippon Life Global Investors Americas, Inc. 3
KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 3
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 3
Coho Partners, Ltd. 3
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 3
Orleans Capital Management Corp/la 3
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 3
Volterra Technologies LP 3
McNamara Financial Services, Inc. 3
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares 3
Ransom Advisory, Ltd 3
Tableaux Llc 3
Cidel Asset Management Inc 3
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 3
My Legacy Advisors, LLC 3
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 3
PENN SERIES FUNDS INC - High Yield Bond Fund 3
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 3
Trust Asset Management LLC 3
PENN SERIES FUNDS INC - Large Core Growth Fund 3
BARING ASSET MANAGEMENT Ltd 3
Adirondack Retirement Specialists, Inc. 3
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A 3
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 3
University Of Notre Dame Du Lac 3
Fullcircle Wealth Llc 3
Walker Asset Management, LLC 3
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 3
Perpetual Investment Management Ltd 3
River Road Asset Management, LLC 3
Barbara Oil Co. 3
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 3
BTG Pactual Global Asset Management Ltd 3
Kings Path Partners LLC 3
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 3
111 Capital 3
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 3
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 3
Copley Financial Group, Inc. 3
Brass Tax Wealth Management, Inc 3
LGNHX - ADVISORS SERIES TRUST - Logan Capital Large Cap Growth Fund Investor Class 3
Jacobs & Co/ca 3
York Capital Management Global Advisors, LLC 3
DJE Kapital AG 3
Kerusso Capital Management LLC 3
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 3
PPM Funds - PPM Floating Rate Income Fund (Inst) 3
Grisanti Capital Management LLC 3
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 3
PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 3
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 3
Sara-Bay Financial 3
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 3
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 3
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 3
Sunflower Bank, N.A. 3
Symphony Financial Services, Inc. 3
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 3
Correct Capital Wealth Management 3
Fairscale Capital, LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 3
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 3
Ksa Capital Management, Llc 3
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund 3
DSC Advisors, L.P. 3
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3
Nvest Financial, LLC 3
New England Professional Planning Group Inc. 3
Aviso Financial Inc. 3
Hoese & Co LLP 3
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 3
QTR Family Wealth, LLC 3
Underlying Funds Trust 3
Aft, Forsyth & Company, Inc. 3
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 3
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 3
Timpani Capital Management LLC 3
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 3
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 3
Jackson Wealth Management, LLC 3
Scott Marsh Financial, LLC 3
Ted Buchan & Co 3
Swmg, Llc 3
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 3
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 3
RBB FUND, INC. - Adara Smaller Companies Fund 3
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 3
ULTRA SERIES FUND - Large Cap Value Fund Class I 3
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 3
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional 3
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 3
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 3
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 3
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 3
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF 3
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 3
Cyrus J. Lawrence, LLC 3
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 3
Financial Avengers, Inc. 3
Cypress Wealth Services, LLC 3
Brown Financial Advisors 3
Intelligence Driven Advisers, LLC 3
Atlas Private Wealth Advisors 3
Fort Point Capital Partners LLC 3
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 3
Paragon Private Wealth Management, LLC 3
Credo Capital Management, LLC 3
Financial Engines Advisors L.L.C. 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 3
FSC Wealth Advisors, LLC 3
Monument Capital Management 3
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 3
American National Registered Investment Advisor, Inc. 3
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 3
Marianas Fund Management Llc 3
Otter Creek Advisors, LLC 3
Fft Wealth Management Llc 3
B, B, H, & B Inc. 3
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3 3
Castellan Group, LLC 3
My Personal CFO, LLC 3
Jacobus Wealth Management, Inc. 3
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 3
Vista Capital Partners, Inc. 3
Gleason Group, Inc. 3
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 3
Sterling Investment Counsel, LLC 3
Origin Asset Management LLP 3
Mawer Investment Management Ltd. 3
Payden & Rygel 3
Legacy Capital Partners, Inc. 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 3
Independent Solutions Wealth Management, LLC 3
Advisor OS, LLC 3
Cedar Hill Associates, Llc 3
Lebenthal Asset Management, LLC 3
YANKCOM Partnership 3
Penseco Financial Services Corp 3
Investmark Advisory Group LLC 3
Advanced Investment Partners, LLC 3
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 3
Northwest Capital Management Inc 3
Cazenove Capital Management Ltd 3
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 3
Green Valley Investors Llc 3
Diversified, LLC 3
Sanctuary Wealth Management, L.L.C. 3
Findlay Park Partners LLP 3
OneAscent Family Office, LLC 3
Cypress Point Wealth Management, LLC 3
Wealth Advisors of Tampa Bay, LLC 3
VSL - ETF Series Solutions - Volshares Large Cap ETF 3
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 3
Offit Capital Advisors Llc 3
Garrett Investment Advisors LLC 3
Rosenblum Silverman Sutton S F Inc /ca 3
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund 3
Monticello Wealth Management, Llc 3
Trilogy Capital Inc. 3
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 3
Foster & Motley Inc 3
Institute for Wealth Management, LLC. 3
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 3
Pinnacle Wealth Management Advisory Group, LLC 3
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares 3
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 3
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 3
united american securities inc. (d/b/a uas asset management) 3
One Capital Management, LLC 3
Retireful, LLC 3
Fisher Funds Management LTD 3
Allianz Se 3
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 3
Klingman & Associates, LLC 3
Lehman Financial Resources, Inc. 3
Vision Capital Management, Inc. 3
Truadvice, LLC 3
FOMO - Collaborative Investment Series Trust - FOMO ETF 3
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 3
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 3
Perritt Capital Management Inc 3
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 3
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 3
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF 3
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 3
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 3
Cobblestone Capital Advisors Llc /ny/ 3
LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares 3
Decade Capital Management Llc 3
Boys Arnold & Co Inc 3
Mitchell Capital Management Co 3
Van Strum & Towne Inc. 3
Chiron Capital Management, Llc 3
Anson Funds Management LP 3
West Chester Capital Advisors, Inc 3
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 3
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 3
Signition Lp 3
SILVER OAK SECURITIES, Inc 3
BHK Investment Advisors, LLC 3
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 3
Nikulski Financial, Inc. 3
Hayden Royal, Llc 3
Six Circles Trust - Six Circles Credit Opportunities Fund 3
Acropolis Investment Management, LLC 3
Premier Fund Managers Ltd 3
Allen Investment Management LLC 3
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund 3
BMS Financial Advisors, LLC 3
Alpha Square Group S, LLC 3
Hosking & Co Ltd 3
Commons Capital, Llc 3
KP Management LLC 3
SS&H Financial Advisors, Inc. 3
Catamount Wealth Management 3
Balter Liquid Alternatives, LLC 3
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 3
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND 3
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 3
Aurora Investment Counsel 3
Sentinel Group Funds Inc 3
Alpine Partners USVI, LLC 3
Roberts Glore & Co Inc /il/ 3
Tran Capital Management, L.p. 3
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 3
Community Bank System, Inc. 3
Hurlow Wealth Management Group, Inc. 3
Eubel Brady & Suttman Asset Management Inc 3
Rayner & Haynor 3
Compton Capital Management Inc /ri 3
EGIS - 2nd Vote Funds - 2ndVote Society Defended ETF 3
Banyan Partners, LLC 3
Essex Savings Bank 3
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 3
Stewart & Patten Co Llc 3
Sage Financial Management Group, Inc. 3
Antonetti Capital Management LLC 3
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 3
Donald L. Hagan, LLC 3
Munder Capital Management 3
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 3
Promus Capital, LLC 3
Apex Capital Management 3
L.m. Kohn & Company 3
Provident Investment Management, Inc. 3
Man Investments Ltd 3
Cannell Peter B & Co Inc 3
Mjp Associates Inc /adv 3
Blue Rock Advisors, LLC 3
Lonestar Capital Management LLC 3
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 3
Delphi Private Advisors LLC 3
Fairbanks Capital Management, Inc. 3
Sitrin Capital Management LLC 3
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 3
Glacier Peak Capital LLC 3
OneAscent Wealth Management LLC 3
Mandatum Life Insurance Co Ltd 3
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 3
Yellowstone Partners, LLC 3
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 3
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 3
St. Louis Trust Co 3
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 3
Bridgewater Advisors Inc. 3
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 3
Willner & Heller, Llc 3
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 3
Forbes J M & Co Llp 3
Arvest Trust Co N A 3
Analyst IMS Investment Management Services Ltd. 3
Capital Impact Advisors, LLC 3
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 3
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 3
Cornerstone Advisors Inc 3
Peregrine Capital Management Llc 3
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 3
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 3
Kernodle & Katon Asset Management Group, LLC 3
Maple Capital Management, Inc. 3
Roman Butler Fullerton & Co 3
Clearwater Capital Advisors, LLC 3
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 3
Tradition Capital Management Llc 3
Grandview Asset Management LLC 3
Ccm Investment Group, Llc 3
Foundry Partners, LLC 3
Arthur M. Cohen & Associates, Llc 3
American National Bank & Trust Co /va/ 3
1 North Wealth Services Llc 3
AGH Wealth Advisors, LLC 3
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 3
Addenda Capital Inc. 3
Farmer Steven Patrick 3
Crown Wealth Group, LLC 3
Paragon Wealth Strategies, LLC 3
1060 Capital, LLC 3
Affinity Investment Advisors, Llc 3
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund 3
Heritage Financial Services, LLC 3
Joule Financial, LLC 3
Goepper Burkhardt LLC 3
Wealth Management Associates, Inc. 3
Nadler Financial Group, Inc. 3
Lincluden Management Ltd 3
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 3
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 3
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 3
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF 3
Sarofim Fayez 3
McLean Asset Management Corp 3
Alta Wealth Advisors LLC 3
Bluestein R H & Co 3
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 3
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 3
Spectrum Advisory Services Inc 3
Cohen Klingenstein LLC 3
Greenfield Savings Bank 3
GenTrust, LLC 3
One68 Global Capital, LLC 3
Barber Financial Group, Inc. 3
Smith, Salley & Associates 3
Advocacy Wealth Management Services, LLC 3
Cna Financial Corp 3
Monashee Investment Management LLC 3
Castle Wealth Management Llc 3
Financial Advisors Network, Inc. 3
ICICI Prudential Asset Management Co Ltd 3
Covenant Asset Management, LLC 3
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 3
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 3
EdgeRock Capital LLC 3
Profunds - Profund Vp Ultrasmall-cap 3
Sturgeon Ventures LLP 3
Profunds - Profund Vp Industrials 3
Alesco Advisors Llc 3
GDS Wealth Management 3
SRTTX - SMA RELATIONSHIP TRUST - Series T 3
Cedar Capital, Llc 3
Carleon Capital Partners LLC 3
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 3
Bcm Advisors, Llc 3
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 3
Salvus Wealth Management, LLC 3
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 3
Orbitronix, LP 3
Hutchens Investment Management Inc 3
Scarborough Advisors, LLC 3
Freedman Financial Associates, Inc. 3
Rocky Mountain Advisers, Llc 3
Tyvor Capital LLC 3
Tacita Capital Inc 3
Empire Life Investments Inc. 3
Point72 Europe (London) LLP 3
RFG - Bristol Wealth Advisors, LLC 3
HCR Wealth Advisors 3
Grant Private Wealth Management Inc 3
Oppenheimer Global Multi Strategies Fund 3
First National Advisers, LLC 3
Tcg Advisors, Lp 3
Abacus Planning Group, Inc. 3
WCG Wealth Advisors LLC 3
Kleinwort Benson Investors Dublin Ltd 3
Global Assets Advisory, LLC 3
AMG National Trust Bank 3
Coastal Capital Group, Inc. 3
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 3
Symmetry Peak Management Llc 3
Barr E S & Co 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 3
Fwl Investment Management, Llc 3
Letson Investment Management, Inc. 3
Worth Venture Partners, LLC 3
Bridgeworth, LLC 3
Harber Asset Management Llc 3
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 3
PHH Investments, Ltd. 3
CMH Wealth Management LLC 3
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3
Windsor Creek Advisors, Llc 3
Access Financial Services, Inc. 3
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 3
S-Bank Fund Management Ltd 3
Blue Bell Private Wealth Management, Llc 3
Tri-continental Corp 3
Doyle Wealth Management 3
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 3
BlueSky Wealth Advisors, LLC 3
Rodgers Brothers Inc. 3
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund 3
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 3
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 3
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 3
WealthPlan Investment Management, LLC 3
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 3
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 3
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 3
IMG Wealth Management, Inc. 3
Nicolet Bankshares Inc 3
Circle Wealth Management, LLC 3
Cedar Brook Financial Partners, LLC 3
Duquesne Family Office LLC 3
Dimension Capital Management Llc 3
Ulysses Management LLC 3
Dougherty Wealth Advisers LLC 3
Gilbert & Cook, Inc. 3
EMG Holdings, L.P. 3
Hudson Value Partners, LLC 3
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 3
QCM Cayman, Ltd. 3
Northwestern Mutual Investment Services Llc 3
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 3
Financial Planning & Information Services, Inc. 3
Geneva Partners, LLC 3
Summit Financial Group, Inc. 3
Davidson Investment Advisors 3
Eagle Global Advisors Llc 3
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 3
BancorpSouth Bank 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 3
Regal Wealth Group, Inc. 3
Neville Rodie & Shaw Inc 3
Summit X, LLC 3
Garner Asset Management Corp 3
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 3
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 3
Trilogy Global Advisors Lp 3
Dominick & Dominick LLC 3
Insight Wealth Strategies, LLC 3
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3
Chemical Bank 3
Essential Planning, LLC. 3
Cantor Fitzgerald, L. P. 3
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 3
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 3
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 3
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 3
Par Capital Management Inc 3
Johnson & White Wealth Management, LLC 3
Close Asset Management Ltd 3
Cito Capital Group, LLC 3
Sompo Japan Nipponkoa Asset Management Co.,ltd. 3
X-Square Capital, LLC 3
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 3
Landaas & Co /wi /adv 3
Kwmg, Llc 3
Highland Private Wealth Management 3
Warther Private Wealth, LLC 3
VeraBank, N.A. 3
XR Securities LLC 3
Colonial River Wealth Management, LLC 3
Sawyer & Company, Inc 3
Advisory Resource Group 3
Tiger Management L.l.c. 3
KCS Wealth Advisory 3
McCollum Christoferson Group LLC 3
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 3
Bredin Investment Llc 3
Sigma Investment Counselors Inc 3
WoodTrust Financial Corp 3
Spearhead Capital Advisors, Llc 3
Pratt Collard Advisory Partners LLC 3
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 3
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 3
Port Capital LLC 3
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 3
Badgley Phelps Wealth Managers, LLC 3
Rossmore Private Capital 3
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N 3
Ballew Advisors, Inc 3
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 3
Burleson & Company, LLC 3
DC Investments Management, LLC 3
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 3
Castle Ridge Investment Management LP 3
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 3
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class 3
Global Trust Asset Management, LLC 3
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 3
Cushing Capital Partners, LLC 3
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 3
Emerge ETF Trust - Emerge EMPWR Unified Sustainable Equity ETF 3
Tide Point Capital Management, Lp 3
IAM Advisory, LLC 3
Swarthmore Group Inc 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 3
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 3
Park Presidio Capital Llc 3
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 3
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 3
Giverny Capital Inc. 3
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF 3
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 3
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 3
STFGX - Advisers Investment Trust - State Farm Growth Fund 3
JB Capital LLC 3
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 3
Balboa Wealth Partners 3
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 3
Autus Asset Management, LLC 3
Creative Capital Management Investments LLC 3
Ivory Investment Management, Llc 3
Financial Advisory Service, Inc. 3
Gallacher Capital Management LLC 3
Global Wealth Strategies & Associates 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 3
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 3
Signature Estate & Investment Advisors Llc 3
Deerfield Management Company, L.p. (series C) 3
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 3
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 3
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 3
Trust For Advisor Solutions 3
Ascent Wealth Partners, LLC 3
Voya Prime Rate Trust 3
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 3
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 3
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 3
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 3
Taylor Hoffman Capital Management LLC 3
Oak Grove Capital LLC 3
Hoxton Planning & Management, LLC 3
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 3
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 3
Voya Infrastructure, Industrials & Materials Fund 3
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 3
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 3
Sterling Ridge Capital Management LP 3
Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF 3
NOPE - Tidal ETF Trust - Noble Absolute Return ETF 3
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 3
Birinyi Associates Inc 3
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 3
Suvretta Capital Management, Llc 3
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 3
Markel Corp 3
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 3
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I 3
Liberty All Star Equity Fund 3
Northern Financial Advisors Inc 3
Chapin Davis, Inc. 3
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 3
First National Bank of South Miami 3
First Niagara Bank 3
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 3
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 3
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 3
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 3
Master Focus Growth Llc - Master Focus Growth Llc 3
Bigelow Investment Advisors, LLC 3
Scoria Capital Partners LP 3
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 3
Polymer Capital Management (US) LLC 3
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 3
Cypress Asset Management Inc/tx 3
Rainier Investment Management Llc 3
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 3
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 3
Bernard Wealth Management Corp. 3
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 3
Quadrature Capital LLP 3
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 3
Founders Capital Management, Llc 3
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 3
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I 3
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 3
Courier Capital Llc 3
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 3
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 3
Farmers & Merchants Trust Co of Long Beach 3
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1 3
Olistico Wealth, LLC 3
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 3
PayPay Securities Corp 3
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 3
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A 3
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 3
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I 3
AMREX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND American Growth Cannabis Fund American Growth Cannabis Fund CLASS E 3
Centurion Wealth Management LLC 3
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 3
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 3
Lomas Capital Management, LLC 3
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 3
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 3
Mainstay Capital Management Llc /adv 3
Merrion Investment Management Co, LLC 3
Credit Suisse Asset Management Income Fund Inc 3
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 3
Capstone Triton Financial Group, LLC 3
Deane Retirement Strategies, Inc. 3
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 3
S&t Bank/pa 3
Bloom Tree Partners, Llc 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 3
Diversified Enterprises, LLC 3
Flagship Wealth Advisors, Llc 3
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 3
Miller Investment Management, LP 3
VELA Funds - VELA Large Cap 130/30 Fund Class I 3
Cassaday & Co Wealth Management LLC 3
Panoramic Capital Partners, LLC 3
Vaughan David Investments Inc/il 3
Cascades Capital Asset Management, LLC 3
Williams Jones & Associates LLC 3
JHL Capital Group LLC 3
Vicus Capital 3
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 3
Rexford Capital Inc 3
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 3
BlueMar Capital Management, LLC 3
Commonwealth Retirement Investments LLC 3
Princeton Portfolio Strategies Group LLC 3
Luken Investment Analytics, LLC 3
LRT Capital Management, LLC 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 3
ACK Asset Management LLC 3
Fosun International Ltd 3
Rudman Errol M 3
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 3
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 3
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 3
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 3
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 3
Beacon Investment Advisors Llc 3
Griffin Institutional Access Credit Fund 3
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 3
Financial & Tax Architects, LLC 3
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 3
Financial Advisors, LLC 3
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 3
Visionary Asset Management, Inc. 3
Spring Capital Management, Llc 3
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 3
Motley Fool Wealth Management, LLC 3
Agate Pass Investment Management, LLC 3
Crescent Capital Consulting, LLC 3
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 3
J2 Capital Management Inc 3
NWLEX - NATIONWIDE MUTUAL FUNDS - Nationwide Long/Short Equity Fund Class A 3
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF 3
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 3
Wallington Asset Management, LLC 3
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 3
Lipe & Dalton 3
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 3
AM Squared Ltd 3
Fairhaven Wealth Management, LLC 3
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 3
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 3
Stamos Capital Partners, L.p. 3
Cca Investments Trust 3
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 3
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 3
MRP Capital Investments, LLC 3
Investment Management Of Virginia Llc 3
Alkeon Capital Management Llc 3
Impact Capital Partners LLC 3
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 3
Prentiss Smith & Co Inc 3
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 3
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 3
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 3
Riverbridge Partners Llc 3
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 3
Matarin Capital Management, LLC 3
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 3
Delap Wealth Advisory, Llc 3
Curran Financial Partners, LLC 3
Delta Financial Group, Inc. 3
Sadoff Investment Management Llc 3
40 North Management LLC 3
First Trust High Income Long/short Fund 3
Bridges Investment Counsel Inc/ 3
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 3
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y 3
RD Lewis Holdings, Inc. 3
Moran Wealth Management, LLC 3
Qvr Llc 3
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 3
North American Management Corp 3
Longbow Finance SA 3
ELCV - Strategy Shares - Eventide High Dividend ETF 3
Birchbrook, Inc. 3
Ostrum Asset Management U.s., Llc 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 3
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 3
Aspen Grove Capital, LLC 3
Gierl Augustine Investment Management Inc 3
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 3
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 3
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 3
O'Shares Investment Advisers, LLC 3
Smith & Howard Wealth Management, LLC 3
LVW Advisors, LLC 3
Dagco, Inc. 3
Bouchey Financial Group Ltd 3
Claris Financial LLC 3
Eaton Vance Tax-managed Diversified Equity Income Fund 3
CrestPoint Capital Management, LLC 3
Whitener Capital Management, Inc. 3
Segment Wealth Management, LLC 3
Murphy Pohlad Asset Management LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 3
Beirne Wealth Consulting Services, LLC 3
Covey Capital Advisors, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 3
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 3
Wells Trecaso Financial Group, LLC 3
Greenwood Gearhart Inc 3
Integral Investment Advisors, Inc. 3
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 3
Renaissance Investment Group LLC 3
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 3
Hoover Financial Advisors, Inc. 3
Eaton Vance Short Duration Diversified Income Fund 3
Greenland Capital Management LP 3
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 3
Accident Compensation Corp 3
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 3
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 3
Bell Asset Management Ltd 3
Capital Group Investment Management Pte. Ltd. 3
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 3
West Tower Group, LLC 3
Flow Traders U.s. Llc 3
Ccm Investment Advisers Llc 3
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 3
Horrell Capital Management, Inc. 3
NFP Retirement, Inc. 3
Old West Investment Management, LLC 3
Advent Claymore Convertible Securities & Income Fund 3
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 3
Altfest L J & Co Inc 3
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 3
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3
StonePine Asset Management Inc. 3
Davis Investment Partners, LLC 3
One Fin Capital Management LP 3
Kelman-Lazarov, Inc. 3
Cottonwood Capital Advisors, Llc 3
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 3
Robbins Farley Llc 3
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 3
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO 3
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 3
TFB Advisors LLC 3
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 3
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 3
AlphaQ Advisors LLC 3
Argentarii, LLC 3
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 3
MONECO Advisors, LLC 3
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 3
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 3
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 3
CT Financial Advisors LLC 3
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 3
Lee Johnson Capital Management, Llc 3
Patron Partners Advisors, Llc 3
Lynch & Associates/in 3
Canal Capital Management, LLC 3
Ada Investment Management, LP 3
Silverlake Wealth Management Llc 3
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 3
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 3
Stearns Financial Services Group 3
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 3
Counsel Portfolio Services Inc. 3
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 3
Massachusetts Wealth Management 3
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 3
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 3
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 3
Hall Laurie J Trustee 3
CQS Cayman LP 3
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 3
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 3
Gyl Financial Synergies, Llc 3
DMG Group, LLC 3
Knuff & Co LLC 3
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 3
Clarion Wealth Managment Partners, LLC 3
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 3
McClarren Financial Advisors, Inc. 3
Portman Square Capital LLP 3
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 3
Bessemer Securities Llc 3
Meritage Portfolio Management 3
Riverwater Partners LLC 3
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 3
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 3
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 3
Manchester Financial Inc 3
SVA Wealth Management, LLC 3
Fs Credit Income Fund 3
Frederick Financial Consultants, LLC 3
Liontrust Investment Partners LLP 3
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 3
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 3
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 3
Peterson Financial Group, Inc. 3
B & T Capital Management DBA Alpha Capital Management 3
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES 3
Marshall Financial Group LLC 3
Insight Advisors, LLC/ PA 3
Winthrop Advisory Group LLC 3
Cypress Capital, LLC 3
D1 Capital Partners L.P. 3
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 3
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 3
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 3
Yarbrough Capital, LLC 3
Peachtree Investment Partners, LLC 3
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 3
Bach Investment Advisors Ltd 3
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 3
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 3
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 3
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 3
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 3
Hosking Partners LLP 3
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 3
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 3
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A 3
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 3
Meyer Handelman Co 3
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 3
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 3
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 3
Goodman Advisory Group, LLC 3
Foster Victor Wealth Advisors, LLC 3
Postrock Partners Llc 3
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 3
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 3
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 3
Financial Insights, Inc. 3
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 3
Perfromance Wealth Partners, LLC 3
Naviter Wealth, LLC 3
Royce Value Trust Inc 3
Hartford Funds Management Co LLC 3
Corbenic Partners LLC 3
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 3
Estate Counselors, LLC 3
Lorne Steinberg Wealth Management Inc. 3
ETBOX - E Trade Trust - E*TRADE No Fee U.S. Bond Index Fund 3
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 3
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 3
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 3
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 3
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 3
Eaton Financial Holdings Company, LLC 3
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 3
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 3
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 3
Brady Family Wealth, Llc 3
Diversified Investment Strategies, LLC 3
Russell Clark Investment Management Ltd 3
Harbor Capital Advisors, Inc. 3
Southern Capital Advisors, Llc 3
Revolve Wealth Partners, LLC 3
Scout Funds 3
Oak Asset Management, LLC 3
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 3
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 3
Altavista Wealth Management, Inc. 3
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 3
Cheviot Value Management, LLC 3
Dowling & Yahnke Llc 3
KG&L Capital Management,LLC 3
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 3
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 3
CHURCHILL MANAGEMENT Corp 3
Agp Franklin, Llc 3
DIP - ETF Series Solutions - BTD Capital Fund 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 3
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 3
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 3
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 3
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 3
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 3
Aureus Asset Management, LLC 3
John Hancock Collateral Trust - John Hancock Collateral Trust 3
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 3
Schmidt P J Investment Management Inc 3
Penbrook Management LLC 3
MGRIX - Marsico Investment Fund - Marsico Growth Fund 3
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 3
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 3
Lake Street Financial Llc 3
Blue Fin Capital, Inc. 3
Camelot Portfolios, LLC 3
Sterling Manor Financial, LLC 3
Aegon Asset Management Uk Plc 3
Shorepoint Capital Partners LLC 3
Means Investment Co., Inc. 3
Waypoint Capital Advisors, LLC 3
Bingham Private Wealth, Llc 3
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 3
Gateway Advisory, LLC 3
Renasant Bank 3
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 3
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 3
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 3
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 3
Resolute Wealth Strategies, LLC 3
Uncommon Cents Investing LLC 3
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 3
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 3
Bank Of Stockton 3
SEG Partners Long/Short Equity Fund 3
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 3
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 3
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 3
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 3
SFE Investment Counsel 3
Pinnacle West Asset Management, Inc. 3
First National Bank of Hutchinson 3
Ceredex Value Advisors LLC 3
Woodley Farra Manion Portfolio Management Inc 3
Caisse Des Depots Et Consignations 3
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 3
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 3
Morris Retirement Advisors, LLC 3
Barrett & Company, Inc. 3
Murphy Capital Management Inc 3
Evanson Asset Management, LLC 3
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 3
Asset Advisors Corp 3
Patriot Investment Management Inc. 3
Nikko Asset Management Americas, Inc. 3
Joseph P. Lucia & Associates, LLC 3
MU Investments Co., Ltd. 3
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 3
Cornerstone Wealth Group, LLC 3
GKV Capital Management Co., Inc. 3
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 3
Virtus Total Return Fund Inc. 3
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 3
Eaton Vance Tax-managed Buy-write Income Fund 3
G&S Capital LLC 3
Aspen Wealth Strategies, LLC 3
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 3
Montecito Bank & Trust 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
Planning Directions Inc 3
Goodwin Investment Advisory 3
Stenger Family Office, LLC 3
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 3
Norwood Financial Corp 3
Rollins Financial 3
Abc Arbitrage Sa 3
Carson Advisory Inc. 3
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB 3
All Terrain Financial Advisors, LLC 3
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 3
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc 3
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 3
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 3
PCA Investment Advisory Services Inc. 3
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 3
Gifford Fong Associates 3
Bard Financial Services, Inc. 3
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 3
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 3
Trivant Custom Portfolio Group, LLC 3
Abacus Wealth Partners, LLC 3
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 3
Aquire Wealth Advisors, LLC 3
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 3
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 3
Principal Street Partners, LLC 3
RBA Wealth Management, LLC 3
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 3
JBJ Investment Partners, LLC 3
Arnhold LLC 3
Covea Finance 3
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 3
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 3
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 3
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 3
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 3
Enhancing Capital LLC 3
DCVCX - FundVantage Trust - Dupont Capital Value Creators Large Cap Fund Class I 3
Cornerstone Capital Management Llc 3
Aviance Capital Management, Llc 3
Pekin Hardy Strauss, Inc. 3
High Point Bank & Trust Co 3
BLI - Banque de Luxembourg Investments 3
Matrix Trust Co 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 3
BRGIX - BRIDGES INVESTMENT FUND INC - Bridges Investment Fund, Inc. 3
Employers Holdings, Inc. 3
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares 3
Jacobsen Capital Management 3
Rudd International, Inc. 3
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 3
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 3
Giovine Capital Group Llc 3
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 3
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 3
Beacon Harbor Wealth Advisors, Inc. 3
Legacy Private Trust Co. 3
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 3
HoyleCohen, LLC 3
Family Management Corp 3
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 3
Pitti Group Wealth Management, LLC 3
Rand Wealth, Llc 3
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 3
Pinnacle Holdings, LLC 3
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 3
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 3
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 3
Chapman Financial Group, Llc 3
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 3
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 3
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 3
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 3
Mechanics Bank Trust Department 3
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 3
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 3
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P 3
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 3
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 3
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 3
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 3
Whalerock Point Partners, Llc 3
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 3
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 3
Merchants' Gate Capital LP 3
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares 3
Systematic Alpha Investments, LLC 3
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 3
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 3
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 3
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 3
Private Capital Management, LLC 3
Carmignac Gestion 3
Hudson Canyon Capital Management 3
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 3
Wall Street Access Asset Management, LLC 3
Litman Gregory Asset Management LLC 3
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 3
Sunnymeath Asset Management, Inc. 3
Stockman Wealth Management, Inc. 3
Parsec Financial Management, Inc. 3
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 3
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 3
Flat Footed LLC 3
Odey Asset Management Group Ltd 3
Invenio Wealth Partners Llc 3
Red Tortoise LLC 3
Prevail Innovative Wealth Advisors, Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 3
Rs Variable Products Trust 3
Glaxis Capital Management, LLC 3
Triangle Securities Wealth Management 3
Horan Capital Management 3
Harbor Financial Services, Llc 3
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 3
Wedgewood Investors Inc /pa/ 3
Syntax Advisors, Llc 3
Family Legacy Financial Solutions, LLC 3
General Electric Co 3
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1 3
Guidance Capital, Inc 3
Transamerica Partners Funds Group Ii 3
Kiker Wealth Management, LLC 3
Cobiz Investment Management, Llc 3
Principle Wealth Partners Llc 3
Jensen Investment Management Inc 3
Lcnb Corp 3
Smith Chas P & Associates Pa Cpas 3
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 3
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 3
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 3
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 3
Stephens Investment Management Group LLC 3
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 3
Hayek Kallen Investment Management 3
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 3
ROSS\JOHNSON & Associates LLC 3
Blackrock Credit Allocation Income Trust 3
Franklin Templeton ETF Trust - Franklin Income Focus ETF 3
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 3
Future Financial Wealth Managment LLC 3
Badgley Phelps & Bell Inc 3
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 3
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 3
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 3
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 3
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 3
Geneva Capital Management Llc 3
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 3
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 3
HSBC FUNDS - HSBC Strategic Income Fund Class A 3
Hutchens Investment Management Inc 3
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth Portfolio Class IA 3
Reyes Financial Architecture, Inc. 3
Campbell Multi-strategy Trust 3
300 North Capital, Llc 3
Credit Industriel Et Commercial 3
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 3
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 3
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 3
Kohlberg Kravis Roberts & Co. L.P. 3
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 3
China Universal Asset Management Co., Ltd. 3
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 3
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 3
Cadian Capital Management, Lp 3
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 3
West Family Investments, Inc. 3
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 3
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 3
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 3
First Trust Enhanced Equity Income Fund 3
Knowledge Leaders Capital, LLC 3
Friedenthal Financial 3
Nuveen Global High Income Fund 3
Davis Selected Advisers 3
SLPIX - Profunds - Small-cap Profund Investor Class 3
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 3
Rice Hall James & Associates, Llc 3
Iron Financial, LLC 3
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 3
Hibernia Wealth Partners, LLC 3
Winning Points Advisors, LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 3
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF 3
Brady Martz Wealth Solutions, LLC 3
Stableford Capital Ii Llc 3
Carnick & Kubik, LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 3
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 3
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 3
BluePath Capital Management, LLC 3
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 3
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 3
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 3
Schwarz Dygos Wheeler Investment Advisors Llc 3
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 3
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 3
Gunderson Capital Management Inc. 3
ROE - EA Series Trust - Astoria US Quality Kings ETF 3
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 3
Frontier Investment Mgmt Co 3
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 3
Peoples Bank/KS 3
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 3
Sone Capital Management, LLC 3
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I 3
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 3
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 3
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 3
Sequent Asset Management, LLC 3
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 3
Eagle Strategies LLC 3
Stewardship Financial Advisors, LLC 3
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 3
Hotchkis & Wiley Capital Management Llc 3
QVT Financial LP 3
Ariel Investments, Llc 3
Atlas Legacy Advisors, LLC 3
Rosenbaum Jay D. 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 3
Steelhead Partners Llc 3
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 3
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 3
Rotella Capital Management, Inc. 3
Syntax Research, Inc. 3
RWC Asset Management LLP 3
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 3
Marketfield Asset Management LLC 3
Taylor Frigon Capital Management LLC 3
Moreno Evelyn V 3
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 3
Belmont Capital, LLC 3
Rs Investment Management Co Llc 3
Rogco, Lp 3
Endowment Wealth Management, Inc. 3
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 3
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 3
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 3
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 3
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 3
Team Financial Group, LLC 3
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 3
Compass Capital Management, Inc 3
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 3
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 3
MGWAX - MADISON FUNDS - Madison Large Cap Value Fund Large Cap Value Fund Class A 3
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 3
Castle Financial & Retirement Planning Associates, Inc. 3
OPTIMAS CAPITAL Ltd 3
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 3
Allen Mooney & Barnes Investment Advisors LLC 3
TRH Financial, LLC 3
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares 3
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 3
Kenfarb & Co. 3
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 3
DIVL - Madison ETFs Trust - Madison Dividend Value ETF 3
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 3
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 3
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 3
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 3
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 3
Guardian Wealth Advisors, Llc / Nc 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 3
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 3
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 3
Copper Rock Capital Partners, LLC 3
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 3
Hickory Lane Capital Management LP 3
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 3
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 3
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 3
WealthTrust Axiom LLC 3
SWS Partners 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 3
AlphaOne Investment Services, LLC 3
Bellecapital International Ltd. 3
Moss Adams Wealth Advisors LLC 3
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 3
Atala Financial Inc 3
Weil Company, Inc. 3
RE Dickinson Investment Advisors, LLC 3
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 3
Innovative Portfolios 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 3
KRMA - Global X Funds - Global X Conscious Companies ETF 3
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund 3
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 3
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 3
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 3
Financial Planners of Cleveland, Inc. 3
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 3
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF 3
Camden National Corp 3
Southland Equity Partners LLC 3
Morgens Waterfall Vintiadis & Co Inc 3
Guyasuta Investment Advisors Inc 3
Connacht Asset Management LP 3
Investors Asset Management Of Georgia Inc /ga/ /adv 3
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 3
Lebenthal Holdings,LLC 3
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 3
Wealthquest Corp 3
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1 3
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 3
Sit Investment Associates Inc 3
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 3
KAMES CAPITAL plc 3
Capital City Trust Co/fl 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 3
Accredited Wealth Management, LLC 3
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 3
Measured Risk Portfolios, Inc. 3
Brick & Kyle, Associates 3
H. L. Ormond & Company, LLC 3
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio 3
Win Advisors, Inc 3
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 3
Westchester Capital Management, Inc. 3
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 3
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 3
Matrix Private Capital Group Llc 3
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio 3
Brave Asset Management Inc 3
Fulton Breakefield Broenniman Llc 3
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 3
Davidson & Garrard Inc 3
Bar Harbor Trust Services 3
BKM Wealth Management, LLC 3
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 3
Lvm Capital Management Ltd/mi 3
Cortland Associates Inc/mo 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 3
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 3
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 3
Texas Bank & Trust Co 3
Rockline Wealth Management, LLC 3
Your Advocates Ltd., LLP 3
Premier Asset Management Llc 3
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 3
Yahoo Inc 3
Boston Common Asset Management, LLC 3
Meridian Management Co 3
Altium Wealth Management LLC 3
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 3
Middleton & Co Inc/ma 3
Lafayette Investments, Inc. 3
Monumental Financial Group Inc. 3
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 3
RiverPark Advisors, LLC 3
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 3
Sabadell Asset Management, S.A S.G.I.I.C 3
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 3
Hancock Whitney Investment Services Inc. 3
IFC Advisors LLC 3
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 3
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 3
WealthTrust Fairport, LLC 3
Lewis Asset Management, LLC 3
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 3
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 3
Tritonpoint Wealth, Llc 3
Tema Etfs Llc 3
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A 3
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 3
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 3
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 3
MJT & Associates Financial Advisory Group, Inc. 3
Campbell Newman Asset Management Inc 3
Sharkey, Howes & Javer 3
Koss-Olinger Consulting, LLC 3
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A 3
Capital & Planning, Llc 3
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF 3
Howland Capital Management Llc 3
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 3
Transamerica Partners Funds Group 3
Credit Suisse High Yield Bond Fund 3
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 3
Winslow Capital Management, LLC 3
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 3
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 3
1248 Management, LLC 3
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 3
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 3
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 3
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS 3
Clarendon Private LLC 3
BW Gestao de Investimentos Ltda. 3
Gilman Hill Asset Management, LLC 3
Capital International Inc /ca/ 3
Searle & Co. 3
Graticule Asia Macro Advisors LLC 3
Klingenstein Fields & Co Lp 3
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 3
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 3
EAM Global Investors LLC 3
Winton Diversified Opportunities Fund 3
Pineno Levin & Ford Asset Management, Inc. 3
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 3
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 3
Stevens First Principles Investment Advisors 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 3
Cavalier Investments, LLC 3
ENDW - EA Series Trust - Cambria Endowment Style ETF 3
Palumbo Wealth Management LLC 3
Senator Investment Group LP 3
Scharf Investments, Llc 3
Seizert Capital Partners, Llc 3
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 3
Global X Funds 3
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 3
Professional Planning 3
Spinnaker Trust 3
Jnl Series Trust - Jnl/s&p Competitive Advantage Fund (a) 3
Hendley & Co Inc 3
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 3
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 3
Capital Management Corp /va 3
Evelyn Partners Asset Management Ltd 3
Cynosure Advisors, Llc 3
Cetera Trust Company, N.A 3
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 3
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 3
Deuterium Capital Management, LLC 3
Fermata Advisors, LLC 3
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 3
Fort Pitt Capital Group, Llc 3
Talon Private Wealth, LLC 3
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 3
BankPlus Wealth Management LLC 3
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
Gilliland Jeter Wealth Management LLC 3
Opinicus Capital, Inc. 3
Alphinity Investment Management Pty Ltd 3
Delpha Capital Management, Llc 3
Investors Financial Group, LLC 3
Lifeworks Advisors, LLC 3
EFG Asset Management (Americas) Corp. 3
Capital Investment Services of America, Inc. 3
Passport Capital, LLC 3
Calamos Strategic Total Return Fund 3
Hara Capital LLC 3
Cape Cod Five Cents Savings Bank 3
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 3
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A) 3
AJOVista, LLC 3
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 3
Elequin Capital Lp 3
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 3
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A 3
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 3
10Elms LLP 3
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 3
Barrett Asset Management, LLC 3
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 3
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 3
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 3
Everpar Advisors Llc 3
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 3
MeadowBrook Investment Advisors LLC 3
Breed's Hill Capital LLC 3
First American Trust, Fsb 3
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 3
Laurel Wealth Advisors, Inc. 3
Lincoln Capital LLC 3
Advantage Trust Co 3
UXI - PROSHARES TRUST - ProShares Ultra Industrials 3
Maj Invest Holding A/S 3
New Jersey Better Educational Savings Trust 3
VSR Financial Services, Inc. 3
Truepoint, Inc. 3
Ifrah Financial Services, Inc. 3
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 3
Vanguard Explorer Fund 3
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 3
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 3
Evelyn Partners Investment Management LLP 3
Evelyn Partners Investment Management Services Ltd 3
Schwab Charitable Fund 3
Evergreen Private Wealth LLC 3
Affinity Wealth Management Llc 3
Atlantic Edge Private Wealth Management, LLC 3
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 3
Discovery Capital Management, Llc / Ct 3
Bey-Douglas LLC 3
Arvest Bank Trust Division 3
New Century Financial Group, LLC 3
Kiely Wealth Advisory Group, Inc. 3
Caldwell & Orkin Inc 3
Boomfish Wealth Group, LLC 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 3
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF 3
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 3
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 3
Cardiff Park Advisors, Llc 3
Fourth Dimension Wealth, LLC 3
Oxbow Advisors, LLC 3
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 3
Insight Capital Research & Management Inc 3
Verity Asset Management, Inc. 3
Central Valley Advisors, Llc 3
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 3
Marshall Investment Management, Llc 3
Cornerstone Planning, LLC 3
Stablepoint Partners, LLC 3
ClearAlpha Technologies LP 3
Portfolio Design Labs, LLC 3
IPG Investment Advisors LLC 3
West Michigan Advisors, Llc 3
CAP Partners, LLC 3
Clarkston Capital Partners, LLC 3
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 3
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 3
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 3
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 3
Apeiron RIA LLC 3
ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF 3
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 3
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 3
Dynamic Technology Lab Pte Ltd 3
Wiser Advisor Group LLC 3
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class 3
Basswood Capital Management, L.l.c. 3
Cobalt Capital Management, Inc. 3
Stock Portfolio - Stock Portfolio 3
Thomas Story & Son Llc 3
Scoggin Management Lp 3
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 3
Summit Financial Wealth Advisors, LLC 3
Pennsylvania Capital Management Inc /adv 3
Cherokee Insurance Co 3
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 3
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 3
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 3
Bbr Partners, Llc 3
Gerber Kawasaki Wealth & Investment Management 3
Eaton Vance Risk-managed Diversified Equity Income Fund 3
Sustainable Growth Advisers, LP 3
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 3
Capital CS Group, LLC 3
Brand Asset Management Group, Inc. 3
Smithbridge Asset Management Inc/de 3
Staley Capital Advisers Inc 3
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 3
Phocas Financial Corp. 3
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 3
Beech Hill Advisors, Inc. 3
Vermillion & White Wealth Management Group, LLC 3
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 3
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 3
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 3
Progressive Investment Management Corp 3
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 3
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 3
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 3
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 3
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 3
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 3
Windsor Capital Management, LLC 3
Cypress Capital Management Llc 3
Annex Advisory Services, LLC 3
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 3
Benchmark Investment Advisors LLC 3
Marvin & Palmer Associates Inc 3
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 3
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 3
Woodmont Investment Counsel Llc 3
Texas Capital Bancshares Inc/tx 3
Mezzasalma Advisors, LLC 3
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 3
SMITH HAYES Advisers, Inc 3
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 3
Delta Global Management LP 3
Oak Harbor Wealth Partners, Llc 3
Wisconsin Wealth Advisors, LLC 3
Tudor Financial Inc. 3
Vermillion Wealth Management, Inc. 3
Capitolis Liquid Global Markets LLC 3
Novare Capital Management Llc 3
Cox Capital Mgt LLC 3
Holistic Planning, LLC 3
Susquehanna Portfolio Strategies, LLC 3
Prentice Wealth Management LLC 3
Sollinda Capital Management LLC 3
Rinkey Investments 3
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 3
Wellington Wealth Strategies, LLC. 3
Madison Wealth Partners, Inc 3
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 3
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 3
Insight Folios Inc 3
Raub Brock Capital Management LP 3
LM Advisors LLC 3
Invst, LLC 3
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 3
Fidelity Central Investment Portfolios LLC - Fidelity Consumer Discretionary Central Fund 3
Torno Capital, Llc 3
Raab & Moskowitz Asset Management LLC 3
Lee Capital Holdings LLC 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 3
Cognios Capital, LLC 3
Cambiar Investors Llc 3
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 3
WESPAC Advisors SoCal, LLC 3
Ameriflex Group, Inc. 3
Tower Bridge Advisors 3
First National Bank of Mount Dora, Trust Investment Services 3
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 3
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 3
VNBTrust, National Association 3
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares 3
Nippon Life Insurance Co 3
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 3
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 3
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 3
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 3
Pax World Management Llc 3
Mogy Joel R Investment Counsel Inc 3
Security National Bank Of Sioux City Iowa /ia/ 3
Briaud Financial Planning, Inc 3
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 3
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 3
Providence Wealth Advisors, LLC 3
Hammer Asset Management, LLC 3
MBE Wealth Management, LLC 3
D L Carlson Investment Group Inc 3
West Oak Capital, LLC 3
LifeSteps Financial, Inc. 3
Heartwood Wealth Advisors LLC 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A 3
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 3
Platte River Wealth Advisors, LLC 3
Spectrum Wealth Counsel, LLC 3
Meadow Creek Wealth Advisors Llc 3
KKM Financial LLC 3
TradeLink Capital LLC 3
Perbak Capital Partners LLP 3
Home Federal Bank Of Tennessee 3
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 3
Armis Advisers, LLC 3
Howard Wealth Management, Llc 3
Neumann Capital Management, LLC 3
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 3
Ellenbecker Investment Group 3
Royal Harbor Partners, LLC 3
Lighthouse Financial Advisors, Inc. 3
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 3
Elevated Capital Advisors, LLC 3
Secure Asset Management, LLC 3
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 3
DB Wealth Management Group, LLC 3
Townsend Asset Management Corp /nc/ /adv 3
Franklin Street Capital Partners, LLC 3
C2C Wealth Management, LLC 3
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 3
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 3
Sivia Capital Partners, LLC 3
Advanced Series Trust - Ast High Yield Portfolio 3
Signature Financial Management, Inc. 3
Taylor Financial Group, Inc. 3
Ridgeworth Funds 3
Sunpointe, LLC 3
Denali Advisors Llc 3
Partners Capital Investment Group, Llp 3
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 3
Partners Wealth Management, Llc 3
Hummer Financial Advisory Services Inc 3
Rowland Carmichael Advisors Inc /adv 3
John G Ullman & Associates Inc 3
Stokes Family Office, LLC 3
Ellsworth Advisors, LLC 3
Rs Investment Trust 3
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 3
Absher Wealth Management, Llc 3
ESL Trust Services, LLC 3
Midwest Capital Advisors, LLC 3
AMJ Financial Wealth Management 3
Us Global Investors Funds 3
TBH Global Asset Management, LLC 3
Value Partners Investments Inc. 3
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 3
Proathlete Wealth Management Llc 3
Brightworth 3
BCS Wealth Management 3
Natixis ETF Trust - Natixis Gateway Quality Income ETF 3
Houlihan Financial Resource Group, Ltd. 3
Crumly & Associates Inc. 3
Strategic Wealth Designers 3
WealthTrust Asset Management, LLC 3
Madison Wealth Management 3
Intrepid Capital Management Inc 3
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 3
Cutter & CO Brokerage, Inc. 3
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 3
Atlas Private Wealth Management 3
Professional Financial Advisors, LLC 3
Compass Financial Advisors Llc 3
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 3
Mfs Government Markets Income Trust 3
Advanced Research Investment Solutions, Llc 3
Braun Stacey Associates Inc 3
Welch Group, LLC 3
HBC Financial Services, PLLC 3
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 3
LFA - Lugano Financial Advisors SA 3
Northwest Bancshares, Inc. 3
Advanced Series Trust - Ast Small-cap Value Portfolio 3
LifePlan Financial Group, Inc 3
SummerHaven Investment Management, LLC 3
Beacon Capital Management, Inc. 3
1776 Wealth LLC 3
Us Financial Advisors, Llc 3
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 3
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 3
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 3
Professional Advisory Services Inc 3
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 3
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 3
JSF Financial, LLC 3
Bank of Marin 3
Austin Private Wealth, LLC 3
Financial Sense Advisors, Inc. 3
Soros Capital Management Llc 3
Horizon Investment Services, LLC 3
Broadview Advisors Llc 3
Paradigm Financial Advisors, LLC 3
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 3
River Wealth Advisors LLC 3
AlphaCentric Advisors LLC 3
Conway Capital Management, Inc. 3
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 3
Accredited Investors Inc. 3
Parcion Private Wealth LLC 3
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 3
Town & Country Bank & Trust CO dba First Bankers Trust CO 3
Argent Wealth Management LLC 3
S&co Inc 3
Stewart Asset Management, LLC 3
Vancity Investment Management Ltd 3
Game Plan Financial Advisors, LLC 3
Transcendent Capital Group LLC 3
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 3
Detalus Advisors, LLC 3
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 3
Vigilare Wealth Management 3
Aberdeen Wealth Management LLC 3
Fortis Capital Management LLC 3
MIK Capital, LP 3
Investment Research & Advisory Group, Inc. 3
Community Bank & Trust, Waco, Texas 3
Gerber, Llc 3
Ronald Blue & Co Llc 3
First Farmers & Merchants Bank / Trust 3
Apollo Management Holdings, L.P. 3
Robeco Schweiz AG 3
Ables, Iannone, Moore & Associates, Inc. 3
Hyperion Capital Advisors LP 3
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 3
Leonard Green & Partners, L.P. 3
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 3
Fiduciary Planning LLC 3
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 3
Emfo, Llc 3
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 3
Capital Advisory Group Advisory Services, LLC 3
Usa Mutuals Advisors, Inc. 3
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 3
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 3
Heron Financial Group, Llc 3
Torray Llc 3
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 3
Ballast Advisors Llc 3
Patten & Patten Inc/tn 3
Hohimer Wealth Management, Llc 3
Six Columns Capital, Lp 3
Alerus Investment Advisors Corp 3
Manning & Napier Advisors Llc 3
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 3
Centenus Global Management, Lp 3
Livelsberger Financial Advisory 3
Partnervest Advisory Services LLC 3
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 3
Cedar Wealth Management, LLC 3
Argent Advisors, Inc. 3
South Plains Financial, Inc. 3
Lionsbridge Wealth Management LLC 3
Nuveen Multi-Asset Income Fund 3
Moment Partners, LLC 3
Fairman Group, LLC 3
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 3
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 3
JBF Capital, Inc. 3
Westerkirk Capital Inc. 3
FSA Wealth Management LLC 3
NZS Capital, LLC 3
Echo45 Advisors LLC 3
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 3
Chatham Capital Group, Inc. 3
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 3
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 3
Renaissance Group Llc 3
AA Financial Advisors, LLC 3
Rockefeller Financial Services Inc 3
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 3
Permanent Capital Management, LP 3
WealthCollab, LLC 3
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class 3
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 3
Pecaut & Co. 3
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 3
United Capital Management of KS, Inc. 3
Genesee Valley Trust Co 3
Canton Hathaway, LLC 3
Harvest Management Llc 3
Viking Global Investors Lp 3
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 3
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 3
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 3
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 3
Sovereign Financial Group, Inc. 3
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 3
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 3
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 3
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 3
COIAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Conservative Income Fund Class F 3
Filbrandt Wealth Management, LLC 3
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 3
TFG Advisers LLC 3
Hendershot Investments Inc. 3
Eaton Vance Enhanced Equity Income Fund 3
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF 3
Asset Advisors Investment Management, LLC 3
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 3
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 3
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 3
Madison Covered Call & Equity Strategy Fund 3
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 3
Cohen & Steers, Inc. 3
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 3
Greenlight Capital Inc 3
TIMOTHY PLAN - Timothy Strategic Variable 3
Manitou Investment Management Ltd. 3
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 3
Northstar Investment Advisors Llc 3
Ade, Llc 3
Endeavor Private Wealth, Inc. 3
Meixler Investment Management, Ltd. 3
Comprehensive Financial Consultants Institutional, Inc. 3
Chemung Canal Trust Co 3
United Asset Strategies, Inc. 3
GlobalBridge, Inc. 3
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 3
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 3
Schrum Private Wealth Management LLC 3
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 3
SPX Equities Gestao de Recursos Ltda 3
Latitude Advisors, LLC 3
Harvey Investment Co Llc 3
Green Harvest Asset Management LLC 3
Paragon Capital Management LLC 3
Hudson Valley Investment Advisors Inc /adv 3
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 3
Cortina Asset Management, LLC 3
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 3
Capital Counsel Llc/ny 3
Arrow Investment Advisors, LLC 3
J. W. Coons Advisors, LLC 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 3
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 3
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 3
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 3
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 3
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 3
Souders Financial Advisors 3