Railroad Transportation - Largest Owners in this Industry

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

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