Railroads - Largest Owners in this Industry

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

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