DE:SWG / The Charles Schwab Corporation - Net Long/Short Value

The Charles Schwab Corporation
DE ˙ XTRA ˙ US8085131055
78,86 € ↑0,69 (0,88%)
2025-09-19
DELAT PRIS
DE:SWG / The Charles Schwab Corporation - Net Long/Short Value
Den här sidan ger nettovärderingarna långa/korta för varje institutionellt innehav som rapporterats via 13F- eller NPORT-anmälningar. För att beräkna nettolångt/kortt värde adderar vi aktievärdet till köpoptionsvärdet och subtraherar säljoptionsvärdet. Fonder som rapporterar kortlånade positioner kommer att rapportera aktievärden som negativa. Långa nettopositioner kommer att ha positiva siffror i kolumnen netto lång/kort, och korta nettopositioner kommer att ha negativa värden i den kolumnen.
Ägare Eget kapitalvärde
($1000)
Call värde
($1000)
Put värde
($1000)
Net Long/Short
($1000)
Summit Wealth & Retirement Planning, Inc.
Nilsine Partners, LLC
Mainstream Capital Management LLC
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
Silvercrest Asset Management Group Llc
Childress Capital Advisors, Llc
Rockefeller Capital Management L.P.
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
First Horizon Advisors, Inc.
North Capital, Inc.
Machina Capital S.a.s.
Klingenstein Fields & Co Lp
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
CIMDX - ALPS Series Trust - Clarkston Founders Fund Institutional Class
Atria Wealth Solutions, Inc.
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
Group One Trading, L.p.
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
Old Port Advisors
Mariner, LLC
Cornerstone Capital, Inc.
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
Beaumont Financial Advisors, LLC
Haverford Trust Co
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
Hartford Investment Management Co
Keystone Financial Services
Physicians Financial Services, Inc.
ULPIX - Profunds - Ultrabull Profund Investor Class
Sumitomo Life Insurance Co
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
Glenview Trust Co
SAM Advisors, LLC
Mount Capital Ltd
Tcw Group Inc
Journey Strategic Wealth Llc
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
Arizona State Retirement System
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
Artisan Partners Limited Partnership
Westside Investment Management, Inc.
Ostrum Asset Management
Stifel Financial Corp
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
Cornerstone Advisors, LLC
Kennebec Savings Bank
North Star Asset Management Inc
Sivia Capital Partners, LLC
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
Waypoint Wealth Partners Inc.
Traub Capital Management LLC
Stephens Consulting, LLC
Rosenberg Matthew Hamilton
Smartleaf Asset Management LLC
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
Signature Estate & Investment Advisors Llc
William Allan, Llc
Hohimer Wealth Management, Llc
Signature Resources Capital Management, LLC
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
Wealthstream Advisors, Inc.
1 North Wealth Services Llc
Level Four Advisory Services, Llc
Graney & King, LLC
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
Par Capital Management Inc
Aureus Asset Management, LLC
Pitcairn Co
Bard Financial Services, Inc.
Yousif Capital Management, Llc
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
Paradigm Capital Management, LLC/NV
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
EBI - RBB Fund Trust - Longview Advantage ETF
Lecap Asset Management Ltd
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
Romano Brothers And Company
Klingman & Associates, LLC
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
Nuveen Multi-Asset Income Fund
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
Highline Wealth Partners Llc
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
Hosking Partners LLP
SILVER OAK SECURITIES, Inc
POGSX - Oak Associates Funds - Pin Oak Equity Fund
McGuire Investment Group, LLC
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
Calton & Associates, Inc.
Frank, Rimerman Advisors LLC
BankPlus Trust Department
Islay Capital Management, Llc
Horizon Financial Services, Llc
Polymer Capital Management (US) LLC
Everhart Financial Group, Inc.
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
Jane Street Group, Llc
Rossby Financial, LCC
Financial Advisory Service, Inc.
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
Family Legacy, Inc.
Holos Integrated Wealth LLC
Glen Eagle Advisors, LLC
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
Circle Wealth Management, LLC
Coronation Fund Managers Ltd.
Winch Advisory Services, LLC
Axa S.a.
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
CENTRAL TRUST Co
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
Glass Jacobson Investment Advisors llc
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
M&G Plc
Moseley Investment Management Inc
Sentinus, LLC
DAVENPORT & Co LLC
Evermay Wealth Management Llc
State Of Michigan Retirement System
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
SJS Investment Consulting Inc.
Wrapmanager Inc
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
Point72 Asset Management, L.P.
RFG - Bristol Wealth Advisors, LLC
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
Cable Hill Partners, LLC
Cambridge Investment Research Advisors, Inc.
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
Citadel Advisors Llc
South Dakota Investment Council
Canvas Wealth Advisors, LLC
Boothbay Fund Management, Llc
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
Miracle Mile Advisors, LLC
Laurel Wealth Advisors LLC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
GeoWealth Management, LLC
Elyxium Wealth, LLC
Compass Wealth Management LLC
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
Capital Advisors, Ltd. LLC
Hm Payson & Co
Harbour Investments, Inc.
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
Capital Investment Advisors, LLC
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
Cloverfields Capital Group, Lp
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
Total Investment Management Inc
Verdence Capital Advisors LLC
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
GWM Advisors LLC
Baxter Bros Inc
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
Qube Research & Technologies Ltd
GoalVest Advisory LLC
Abound Wealth Management
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
Athena Investment Management
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
Lafayette Investments, Inc.
Granite Investment Partners, LLC
DekaBank Deutsche Girozentrale
New England Capital Financial Advisors LLC
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
Meadow Creek Wealth Advisors Llc
Scotia Capital Inc.
Cranbrook Wealth Management, LLC
Capital Fund Management S.a.
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
Generali Asset Management SPA SGR
Forum Financial Management, LP
Banque Cantonale Vaudoise
Brinker Capital Investments, LLC
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
Trace Wealth Advisors, LLC
Everence Capital Management Inc
GHP Investment Advisors, Inc.
Aware Super Pty Ltd as trustee of Aware Super
Russell Investments Group, Ltd.
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
Cypress Wealth Services, LLC
Harvest Fund Management Co., Ltd
KRMA - Global X Funds - Global X Conscious Companies ETF
CI Private Wealth, LLC
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
Aptus Capital Advisors, LLC
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
Ameritas Investment Partners, Inc.
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
111 Capital
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
Carolina Wealth Advisors, LLC
Badgley Phelps Wealth Managers, LLC
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
PENN SERIES FUNDS INC - Index 500 Fund
Field & Main Bank
Pathstone Holdings, LLC
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
Daymark Wealth Partners, Llc
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
Revisor Wealth Management LLC
First Long Island Investors, LLC
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
Transce3nd, LLC
Sunpointe, LLC
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
TrueWealth Advisors, LLC
Treasurer of the State of North Carolina
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
Pacifica Partners Inc.
Clearview Wealth Advisors LLC
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
Fidelis Capital Partners, LLC
Dfa Investment Trust Co - The U.s. Large Cap Value Series
Annex Advisory Services, LLC
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
Green Square Capital Advisors Llc
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
Wesleyan Assurance Society
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
Fiduciary Trust Co
LVW Advisors, LLC
Primecap Management Co/ca/
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
Essex Financial Services, Inc.
Mengis Capital Management, Inc.
Purus Wealth Management, LLC
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
Capital A Wealth Management, LLC
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
Avanza Fonder AB
First Dallas Securities Inc.
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
Avantax Advisory Services, Inc.
Mayflower Financial Advisors, LLC
Stony Point Wealth Management Inc.
Fourth Dimension Wealth, LLC
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
Dark Forest Capital Management Lp
Cornerstone Wealth Management, LLC
Syon Capital Llc
Hilltop National Bank
Buckingham Strategic Partners
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
Balyasny Asset Management Llc
IWV - iSHARES TRUST - iShares Russell 3000 ETF
Kinsale Capital Group, Inc.
Advisors Capital Management, LLC
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
Hurley Capital, LLC
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
Warren Averett Asset Management, LLC
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Tower View Investment Management & Research LLC
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
Provident Investment Management, Inc.
Legacy Wealth Asset Management, LLC
Cozad Asset Management Inc
Avestar Capital, LLC
Thompson Investment Management, Inc.
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
State of Tennessee, Treasury Department
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
Forsta Ap-fonden
Western Wealth Management, LLC
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
Bbr Partners, Llc
CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class
Truist Financial Corp
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
Gibbs Wealth Management
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND
Nicolet Bankshares Inc
PrairieView Partners, LLC
Equity Investment Corp
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
Trust Point Inc.
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
Wright Investors Service Inc
Gateway Investment Advisers Llc
Secure Asset Management, LLC
Destination Wealth Management
IFM Investors Pty Ltd
Q3 Asset Management
Olistico Wealth, LLC
Confluence Wealth Services, Inc.
Cullen Investment Group, Ltd.
Trust Asset Management LLC
Live Oak Private Wealth LLC
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
AIA Group Ltd
Court Place Advisors, LLC
BigSur Wealth Management LLC
Ledyard National Bank
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
ARS Wealth Advisors Group, LLC
Amalgamated Bank
IPG Investment Advisors LLC
Guardian Wealth Advisors, Llc / Nc
Associated Banc-corp
Beacon Capital Management, LLC
Prime Capital Investment Advisors, LLC
Shelton Capital Management
Quarry LP
Greenline Partners, LLC
Mraz, Amerine & Associates, Inc.
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
Cibc World Markets Corp
Gabelli Dividend & Income Trust
Glenmede Trust Co Na
Plancorp, LLC
Stratos Wealth Partners, LTD.
RMB Capital Management, LLC
Dynamic Advisor Solutions LLC
Umb Bank N A/mo
Janus Henderson Group Plc
Bahl & Gaynor Inc
Perigon Wealth Management, LLC
Mowery & Schoenfeld Wealth Management, LLC
Symphony Financial, Ltd. Co.
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
Bailard, Inc.
Insigneo Advisory Services, Llc
First Interstate Bank
Riggs Asset Managment Co. Inc.
Verition Fund Management LLC
High Note Wealth, LLC
Qrg Capital Management, Inc.
Lountzis Asset Management, Llc
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
Brave Asset Management Inc
Scott & Selber, Inc.
Nebula Research & Development LLC
Elefante Mark B
Simon Quick Advisors, Llc
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
Ensign Peak Advisors, Inc
Dakota Wealth Management
HBK Sorce Advisory LLC
Cornell Pochily Investment Advisors, Inc.
Regions Financial Corp
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
RMR Capital Management, LLC
Roundview Capital LLC
Whalen Wealth Management Inc.
Ausdal Financial Partners, Inc.
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
Little House Capital Llc
ORG Wealth Partners, LLC
WNY Asset Management, LLC
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
Mission Creek Capital Partners, Inc.
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
Davis Capital Management
Cutler Investment Counsel Llc
Navalign, LLC
Viking Global Investors Lp
Grimes & Company, Inc.
Assenagon Asset Management S.A.
Trust Co Of Vermont
Mogy Joel R Investment Counsel Inc
Violich Capital Management, Inc.
Kathleen S. Wright Associates Inc.
Mizuho Securities Usa Llc
VLCGX - VALIC Co I - Large Capital Growth Fund
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
Mutual Advisors, LLC
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
Proficio Capital Partners LLC
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
Lakehouse Capital Pty Ltd
Studio Investment Management Llc
Norway Savings Bank
Ironwood Investment Counsel, LLC
Ofi Invest Asset Management
Douglass Winthrop Advisors, LLC
Atlantic Edge Private Wealth Management, LLC
Callan Family Office, LLC
Spears Abacus Advisors LLC
Pflug Koory, LLC
Icon Wealth Advisors, LLC
B.O.S.S. Retirement Advisors, LLC
Ironwood Financial, llc
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
TCG Advisory Services, LLC
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
Baker Avenue Asset Management, LP
MJT & Associates Financial Advisory Group, Inc.
Eqis Capital Management, Inc.
Allianzgi Diversified Income & Convertible Fund
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
Root Financial Partners, LLC
Warther Private Wealth, LLC
Centurion Wealth Management LLC
Charles Schwab Investment Management Inc
Palacios Wealth Management, LLC
Stenger Family Office, LLC
Point72 (DIFC) Ltd
Nbc Securities, Inc.
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
Nwam Llc
Teamwork Financial Advisors, LLC
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
Gw Henssler & Associates Ltd
Elmwood Wealth Management, Inc.
LCM Capital Management Inc
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
Wilson & Boucher Capital Management, LLC
Family Legacy Financial Solutions, LLC
Diversified Trust Co
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
Howard Financial Services, Ltd.
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
Riverwater Partners LLC
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
Banque Pictet & Cie Sa
Moss Adams Wealth Advisors LLC
Valued Wealth Advisors LLC
HAP Trading, LLC
Astoria Portfolio Advisors LLC.
Daiwa Securities Group Inc.
Main Street Group, LTD
Mason & Associates Inc
Caas Capital Management Lp
Mascoma Wealth Management LLC
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
DT Investment Partners, LLC
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
Laurion Capital Management LP
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
Beverly Hills Private Wealth, LLC
New Wave Wealth Advisors Llc
Whalerock Point Partners, Llc
Gs Investments, Inc.
VELA Investment Management, LLC
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
Summitry Llc
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
Global Retirement Partners, LLC
Smith Thornton Advisors LLC
Moody National Bank Trust Division
Zwj Investment Counsel Inc
SkyView Investment Advisors, LLC
TFC Financial Management
Cary Street Partners Financial Llc
Broderick Brian C
Commerce Bank
Vaughan David Investments Inc/il
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
Kinneret Advisory, LLC
Marshall & Sterling Wealth Advisors Inc.
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
Activest Wealth Management
Cohen Capital Management, Inc.
Independence Bank of Kentucky
Birchbrook, Inc.
Bfsg, Llc
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
Albion Financial Group /ut
Trillium Asset Management, Llc
Almanack Investment Partners, LLC.
Garda Capital Partners Lp
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
CTC Alternative Strategies, Ltd.
Oakworth Capital, Inc.
Seed Wealth Management, Inc.
Snowden Capital Advisors LLC
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
Meiji Yasuda Asset Management Co Ltd.
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
Clear Street Markets Llc
Ulland Investment Advisors, LLC
Eaton Financial Holdings Company, LLC
Meeder Advisory Services, Inc.
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
Liberty All Star Equity Fund
New York State Common Retirement Fund
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
Venture Visionary Partners LLC
Wealth Alliance
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
Epoch Investment Partners, Inc.
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
Caledonia Investments Plc
Wetherby Asset Management Inc
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
Vinva Investment Management Ltd
Rise Advisors, LLC
Kathmere Capital Management, LLC
Five Oceans Advisors
Sequoia Financial Advisors, LLC
California Public Employees Retirement System
Lifeworks Advisors, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
Lathrop Investment Management Corp
Cwm, Llc
Lantern Wealth Advisors, LLC
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
Nfj Investment Group, Llc
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
Tompkins Financial Corp
Avion Wealth
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Ascent Wealth Partners, LLC
Proathlete Wealth Management Llc
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
K.J. Harrison & Partners Inc
Savant Capital, LLC
Raiffeisen Bank International AG
WPG Advisers, LLC
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
Meeder Asset Management Inc
UMA Financial Services, Inc.
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
Crux Wealth Advisors
Investors Asset Management Of Georgia Inc /ga/ /adv
Voleon Capital Management Lp
Bridgeway Capital Management Inc
Conning Inc.
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
Smithfield Trust Co
MTM Investment Management, LLC
Vestcor Inc
Allen Operations Llc
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
Coppell Advisory Solutions LLC
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
Dimensional Fund Advisors Lp
Massmutual Trust Co Fsb/adv
Sax Wealth Advisors, Llc
Alteri Wealth LLC
Dogwood Wealth Management LLC
Investments & Financial Planning, LLC
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
Clear Investment Research, Llc
Panagora Asset Management Inc
Ellevest, Inc.
LOM Asset Management Ltd
ArrowMark Colorado Holdings LLC
Hunter Perkins Capital Management, LLC
Meyer Handelman Co
ASB Consultores, LLC
Heron Bay Capital Management
Conscious Wealth Investments, Llc
Up Strategic Wealth Investment Advisors Llc
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
Stonegate Investment Group, LLC
Steel Peak Wealth Management LLC
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
Vermillion Wealth Management, Inc.
SWAN Capital LLC
Citizens Business Bank
Country Club Bank /gfn
SGL Investment Advisors, Inc.
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
Concurrent Investment Advisors, LLC
Pittenger & Anderson Inc
Oder Investment Management, LLC
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
Varma Mutual Pension Insurance Co
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
Letko, Brosseau & Associates Inc
FMIGX - FMI FUNDS INC - FMI Global Fund Institutional Class
CSBIX - Total Fund Solution - Cromwell Sustainable Balanced Fund Institutional Class
Trifecta Capital Advisors, LLC
Redmond Asset Management, LLC
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
Founders Financial Securities Llc
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
Zions Bancorporation, National Association /ut/
Gables Capital Management Inc.
Virginia Retirement Systems Et Al
Susquehanna International Group, Llp
HNASX - HOMESTEAD FUNDS INC - Growth Fund
Turtle Creek Wealth Advisors, LLC
Credit Industriel Et Commercial
Barr E S & Co
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
CIBC Asset Management Inc
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
BSW Wealth Partners
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
Profund Advisors Llc
Quantinno Capital Management LP
Quadrature Capital Ltd
Dynamic Technology Lab Private Ltd
Mount Vernon Associates Inc /md/
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
Crossmark Global Holdings, Inc.
Stockman Wealth Management, Inc.
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
Segment Wealth Management, LLC
Ambassador Advisors, LLC
Credential Securities Inc.
Garrison Point Advisors, Llc
Noesis Capital Mangement Corp
Dorsey & Whitney Trust CO LLC
Premier Fund Managers Ltd
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
R Squared Ltd
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
Clear Harbor Asset Management, LLC
Profunds - Profund Vp Ultrabull
Ibex Wealth Advisors
STFGX - Advisers Investment Trust - State Farm Growth Fund
DecisionPoint Financial, LLC
Financial Management Professionals, Inc.
Transcend Wealth Collective, Llc
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
Nordea Investment Management Ab
Annis Gardner Whiting Capital Advisors, LLC
Versant Capital Management, Inc
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
Copperleaf Capital, LLC
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
Bartlett & Co. Wealth Management Llc
Ethos Financial Group, LLC
Mather Group, Llc.
Natixis Advisors, L.p.
Front Row Advisors LLC
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
Chevy Chase Trust Holdings, Inc.
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
Greenhaven Associates Inc
PENN SERIES FUNDS INC - Large Core Value Fund
V-Square Quantitative Management LLC
Sweeney & Michel, Llc
TOWER TRUST & INVESTMENT Co
Bnp Paribas Arbitrage, Sa
Americana Partners, LLC
Garner Asset Management Corp
Vanguard Group Inc
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
Massachusetts Financial Services Co /ma/
Chicago Partners Investment Group LLC
Nuveen Core Equity Alpha Fund
Caxton Associates Llp
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF
Plato Investment Management Ltd
Boston Trust Walden Corp
HFR Wealth Management, LLC
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
Markel Corp
Modera Wealth Management, LLC
Mesirow Financial Investment Management, Inc.
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
Heartland Bank & Trust Co
Rexford Capital Inc
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
Bellwether Advisors, LLC
Baldwin Brothers Inc/ma
London Co Of Virginia
Brown Brothers Harriman & Co
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
Aqr Capital Management Llc
UBS Group AG
Canandaigua National Trust Co of Florida
Simplex Trading, Llc
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
Maia Wealth LLC
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
Moore Capital Management, Lp
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
Fiduciary Family Office, Llc
Pure Financial Advisors, Inc.
Capitolis Liquid Global Markets LLC
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
Bridges Investment Management Inc
Janney Montgomery Scott LLC
Sather Financial Group Inc
Pictet & Cie (Europe) SA
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
PENN SERIES FUNDS INC - Large Growth Stock Fund
VCULX - VALIC Co I - Growth Fund
Boston Partners
W.H. Cornerstone Investments Inc.
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
Proffitt & Goodson Inc
Prentiss Smith & Co Inc
Darsana Capital Partners LP
Eaton Vance Tax-managed Global Diversified Equity Income Fund
Reyes Financial Architecture, Inc.
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
Wellington Shields Capital Management, LLC
Azora Capital LP
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
Boyd Watterson Asset Management Llc/oh
Tranquilli Financial Advisor LLC
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
Opinicus Capital, Inc.
Bnp Paribas
Voloridge Investment Management, Llc
Cullen/frost Bankers, Inc.
Czech National Bank
Opus Capital Group, LLC
Tactive Advisors, LLC
MEFOX - Ultimus Managers Trust - Meehan Focus Fund
Bessemer Group Inc
Abacus Planning Group, Inc.
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
Engineers Gate Manager LP
Valley National Advisers Inc
Whittier Trust Co Of Nevada Inc
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
Woodline Partners LP
First National Advisers, LLC
Monograph Wealth Advisors, Llc
Quantitative Investment Management, LLC
Jump Financial, LLC
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
Greystone Financial Group, LLC
Boulder Growth & Income Fund
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
Brown Advisory Inc
Montecito Bank & Trust
CGC Financial Services, LLC
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
Leavell Investment Management, Inc.
GFGF - EA Series Trust - Guru Favorite Stocks ETF
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
Gen-Wealth Partners Inc
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
Douglas Lane & Associates, LLC
Redhawk Wealth Advisors, Inc.
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
Fiduciary Management Inc /wi/
Wellington Management Group Llp
MML SERIES INVESTMENT FUND - MML Global Fund Class I
Capital Markets Trading UK LLP
River Wealth Advisors LLC
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
Peapack Gladstone Financial Corp
Farmers & Merchants Investments Inc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
Greykasell Wealth Strategies, Inc.
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
Stone House Investment Management, LLC
GPM Growth Investors, Inc.
Change Path, LLC
Ethic Inc.
Financial Network Wealth Advisors LLC
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
Twin Lakes Capital Management, LLC
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
Rothschild Capital Partners, LLC
AlTi Global, Inc.
Pinnacle Financial Partners Inc
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
Souders Financial Advisors
Ferguson Wellman Capital Management, Inc
Capital Advisors Inc/ok
FT Vest Hedged Equity Income Fund: Series B1
LGT Financial Advisors LLC
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
DnB Asset Management AS
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
Empirical Finance, LLC
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
Evelyn Partners Investment Management Services Ltd
Jfs Wealth Advisors, Llc
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
Barclays Plc
Graham Capital Management, L.P.
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
Handelsbanken Fonder AB
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
Oppenheimer & Co Inc
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
American Assets Investment Management, LLC
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
Kearns & Associates LLC
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
YANKCOM Partnership
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
Veritas Asset Management LLP
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
Blue Whale Capital LLP
Defined Wealth Management, Llc
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
Pring Turner Capital Group Inc
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
Mitsubishi UFJ Trust & Banking Corp
Avondale Wealth Management
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
Persistent Asset Partners Ltd
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
Laffer Investments
Fundamentun, Llc
Highland Capital Management, Llc
Crestwood Advisors Group LLC
Td Private Client Wealth Llc
Cornerstone Total Return Fund Inc
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
Wedbush Securities Inc
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
Two Sigma Securities, Llc
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
North Reef Capital Management LP
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
Platform Technology Partners
Tealwood Asset Management Inc
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
Country Trust Bank
Ilmarinen Mutual Pension Insurance Co
Blodgett Wealth Advisors, Llc
Fieldview Capital Management, LLC
Hanson & Doremus Investment Management
Parkworth Wealth Management, Inc.
Kentucky Retirement Systems Insurance Trust Fund
Pettyjohn, Wood & White, Inc
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
Hollencrest Capital Management
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
Columbia Asset Management
Alliance Wealth Advisors, LLC
Alliancebernstein L.p.
NOSIX - Northern Funds - Northern Stock Index Fund
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
Marshall Financial Group LLC
Citizens & Northern Corp
Cedar Mountain Advisors, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
Cove Street Capital, LLC
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
Toroso Investments, LLC
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
Courier Capital Llc
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
B. Metzler seel. Sohn & Co. AG
Quantbot Technologies LP
Perpetual Ltd
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
Optimum Investment Advisors
Koshinski Asset Management, Inc.
Blackrock Enhanced Equity Dividend Trust
O'ROURKE & COMPANY, Inc
Gill Capital Partners, Llc
Schechter Investment Advisors, LLC
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
Grantham, Mayo, Van Otterloo & Co. LLC
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
WOGSX - Oak Associates Funds - White Oak Select Growth Fund
Kidder Stephen W
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
Td Asset Management Inc
One Capital Management, LLC
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
Summit Financial, LLC
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
Intrust Bank Na
Sumitomo Mitsui Trust Holdings, Inc.
Twinbeech Capital Lp
Hemington Wealth Management
FIL Ltd
Abn Amro Investment Solutions
Metis Global Partners, LLC
Mn Services Vermogensbeheer B.V.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Colonial River Wealth Management, LLC
TAGStone Capital, Inc.
Kingswood Wealth Advisors, Llc
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
Arcataur Capital Management LLC
Three Bridge Wealth Advisors, LLC
Balboa Wealth Partners
Baron Wealth Management LLC
New York State Teachers Retirement System
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
Caisse De Depot Et Placement Du Quebec
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
Maltese Capital Management Llc
Kingsview Wealth Management, LLC
Hopwood Financial Services, Inc.
Beta Wealth Group, Inc.
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
Straight Path Wealth Management
Interchange Capital Partners, LLC
Banco Bilbao Vizcaya Argentaria, S.a.
VSTIX - VALIC Co I - Stock Index Fund
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
Tritonpoint Wealth, Llc
Shum Financial Group, Inc.
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
Korea Investment CORP
Hilltop Holdings Inc.
Jeppson Wealth Management, Llc
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
NewEdge Wealth, LLC
Independent Advisor Alliance
Robbins Farley Llc
Teachers Retirement System Of The State Of Kentucky
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
Rakuten Investment Management, Inc.
Central Securities Corp
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
Apexium Financial, Lp
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
Stance Capital Llc
Fielder Capital Group LLC
Smith, Moore & Co.
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
GenTrust, LLC
Aigen Investment Management, Lp
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
AdvisorNet Financial, Inc
Orca Investment Management, LLC
USA Financial Portformulas Corp
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
Fusion Capital, LLC
Semmax Financial Advisors Inc.
Investment Advisory Services Inc /tx /adv
ENDW - EA Series Trust - Cambria Endowment Style ETF
Los Angeles Capital Management Llc
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
Public Investment Fund
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
Envestnet Asset Management Inc
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
Kimelman & Baird, LLC
Twin Capital Management Inc
Caldwell Securities, Inc
Cape Investment Advisory, Inc.
First Affirmative Financial Network
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
James Investment Research Inc
Partners Capital Investment Group, Llp
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
Moneta Group Investment Advisors Llc
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
Aspen Grove Capital, LLC
Garrison Bradford & Associates Inc
Longview Financial Advisors LLC
Redmont Wealth Advisors Llc
Colonial Trust Advisors
Premier Path Wealth Partners, LLC
Tran Capital Management, L.p.
Bright Rock Capital Management, Llc
Two Sigma Investments, Lp
STFBX - Advisers Investment Trust - State Farm Balanced Fund
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
Private Trust Co Na
Sonora Investment Management Group, LLC
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
Koesten, Hirschmann & Crabtree, INC.
First National Trust Co
Tocqueville Asset Management L.p.
Vermillion & White Wealth Management Group, LLC
VCGAX - VALIC Co I - Growth & Income Fund
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
Bond & Devick Financial Network, Inc.
State Street Corp
Spartan Planning & Wealth Management
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
Hedges Asset Management LLC
Jacobs & Co/ca
Cetera Investment Advisers
Standard Life Aberdeen plc
Voisard Asset Management Group, Inc.
Waterloo Capital, L.P.
Oak Associates Ltd /oh/
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
VSM Wealth Advisory, LLC
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
Estabrook Capital Management
Fmr Llc
Headlands Technologies LLC
Grove Bank & Trust
Parthenon Llc
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
Barrett & Company, Inc.
Key FInancial Inc
Whittier Trust Co
Capital International Investors
Bank Of America Corp /de/
Goodman Financial Corp
Gleason Group, Inc.
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
American Trust
Palisade Asset Management, LLC
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
Hennessy Advisors Inc
Ridgecrest Wealth Partners, Llc
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
Keebeck Wealth Management, LLC
Lansforsakringar Fondforvaltning AB (publ)
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
Cito Capital Group, LLC
Everett Harris & Co /ca/
Golden State Wealth Management, LLC
Portman Square Capital LLP
NorthCrest Asset Manangement, LLC
Guardian Asset Advisors, LLC
Howe & Rusling Inc
Forbes J M & Co Llp
Entropy Technologies, LP
Wolff Wiese Magana Llc
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
Krilogy Financial LLC
Aberdeen Wealth Management LLC
Trust Co Of Virginia /va
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
STRV - EA Series Trust - Strive 500 ETF
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
Wealthcare Advisory Partners LLC
Vestmark Advisory Solutions, Inc.
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
KLCM Advisors, Inc.
Clough Global Equity Fund
Condor Capital Management
Edgewood Management Llc
Colonial Trust Co / SC
BlackRock ETF Trust - BlackRock Large Cap Value ETF
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
Davidson Investment Advisors
Main Street Financial Solutions, LLC
Ameliora Wealth Management Ltd.
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
Figure 8 Investment Strategies Llc
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
Resona Asset Management Co.,Ltd.
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
Freestone Grove Partners LP
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
Sculati Wealth Management, LLC
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
Fifth Third Bancorp
HighVista Strategies LLC
IMG Wealth Management, Inc.
Jackson Creek Investment Advisors LLC
Millstone Evans Group, LLC
Prestige Wealth Management Group LLC
Stokes Family Office, LLC
Accredited Wealth Management, LLC
Twin City Private Wealth, Llc
Okabena Investment Services Inc
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
Brown, Lisle/cummings, Inc.
VCI Wealth Management LLC
Orion Portfolio Solutions, LLC
Hixon Zuercher, LLC
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
McAdam, LLC
Unified Investment Management
Cascade Investment Advisors, Inc.
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
Creative Financial Designs Inc /adv
Renaissance Technologies Llc
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
HighTower Advisors, LLC
Pallas Capital Advisors LLC
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
Tokio Marine Asset Management Co Ltd
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
Jericho Financial, Llp
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
Wealthfront Advisers Llc
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
Aviso Financial Inc.
Princeton Capital Management Llc
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
Hudson Bay Capital Management LP
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class
Burney Co/
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
Chesley Taft & Associates LLC
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
Pinnacle Wealth Planning Services, Inc.
JTC Employer Solutions Trusteee Ltd
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
Ascent Group, LLC
Michels Family Financial, LLC
Jefferies Financial Group Inc.
WealthPLAN Partners, LLC
MBM Wealth Consultants, LLC
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
AustralianSuper Pty Ltd
Tradewinds Capital Management, LLC
Midwest Trust Co
Cromwell Holdings LLC
Everpar Advisors Llc
LongView Wealth Management
Principal Street Partners, LLC
Cooke & Bieler Lp
GKV Capital Management Co., Inc.
Holocene Advisors, LP
Lombard Odier Asset Management (Switzerland) SA
Armstrong Henry H Associates Inc
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
M&t Bank Corp
Coastwise Capital Group, LLC
Gulf International Bank (UK) Ltd
Professional Financial Advisors, LLC
Broadway Wealth Solutions, Inc.
Legacy Financial Advisors, Inc.
Hartford Financial Management Inc.
Traveka Wealth, LLC
Evolution Wealth Management Inc.
Your Advocates Ltd., LLP
GCM Grosvenor Holdings, LLC
Covestor Ltd
Bain Capital Public Equity, LP
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund
Wealth Preservation Advisors, LLC
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
Octavia Wealth Advisors, LLC
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
West Family Investments, Inc.
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
Sound Income Strategies, LLC
MetLife Investment Management, LLC
Strategic Blueprint, LLC
ICONIQ Capital, LLC
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
Vivaldi Capital Management, LLC
Mufg Securities Americas Inc.
Whitener Capital Management, Inc.
Roxbury Financial LLC
Clear Creek Financial Management, LLC
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
Ridgewood Investments LLC
Vigilare Wealth Management
Integral Investment Advisors, Inc.
Morse Asset Management, Inc
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class
Ritholtz Wealth Management
Penserra Capital Management LLC
Garrett Wealth Advisory Group, LLC
Bellevue Asset Management, Llc
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
Gladstone Institutional Advisory LLC
Zrc Wealth Management, Llc
Adviser Investments LLC
Prospera Financial Services Inc
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
Hutchens & Kramer Investment Management Group, LLC
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
Cresset Asset Management, LLC
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
Mark Asset Management Lp
Shira Ridge Wealth Management
Salem Investment Counselors Inc
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
Evercore Wealth Management, LLC
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
Knuff & Co LLC
Westshore Wealth, LLC
Strs Ohio
CMT Capital Markets Trading GmbH
Inscription Capital, LLC
Sumitomo Mitsui DS Asset Management Company, Ltd
IMS Capital Management
Virtue Capital Management, LLC
AE Wealth Management LLC
SOL Capital Management CO
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
Ci Investments Inc.
Lord, Abbett & Co. Llc
State of Alaska, Department of Revenue
Blair William & Co/il
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
Liontrust Investment Partners LLP
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
Colony Group, LLC
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
Claro Advisors LLC
First Manhattan Co
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
Hudson Canyon Capital Management
Diversified Enterprises, LLC
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
Allstate Corp
Lyell Wealth Management, Lp
Rowland & Co Investment Counsel/adv
Vision Financial Markets Llc
Walleye Capital LLC
Ameriprise Financial Inc
Fountainhead AM, LLC
First PREMIER Bank
Arjuna Capital
HFM Investment Advisors, LLC
Neumann Capital Management, LLC
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
Central Bank & Trust Co
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
Future Financial Wealth Managment LLC
Pettee Investors, Inc.
Eastern Bank
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
Marks Group Wealth Management, Inc
Elo Mutual Pension Insurance Co
GATEX - Gateway Trust - Gateway Fund Class A Shares
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
Calvert Management Series - Calvert Global Equity Fund Class I
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
Delta Financial Advisors Llc
Bokf, Na
Mml Investors Services, Llc
Robeco Institutional Asset Management B.V.
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
OAKWX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Global Select Fund Investor Class
Legacy Capital Wealth Partners, LLC
Crown Oak Advisors, LLC
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
Hughes Financial Services, LLC
Variant Private Wealth, LLC
Securian Asset Management, Inc
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
Rehmann Capital Advisory Group
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
Northwest & Ethical Investments L.P.
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
Glenmede Investment Management, LP
Resonant Capital Advisors, LLC
Kilter Group LLC
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
Spire Wealth Management
Icon Advisers Inc/co
Vista Private Wealth Partners. LLC
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
Wisconsin Capital Management Llc
Fi3 FINANCIAL ADVISORS, LLC
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
PineBridge Investments, L.P.
O'Keefe Stevens Advisory, Inc.
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
Hsbc Holdings Plc
Optiver Holding B.V.
Puff Wealth Management, Llc
Diversified Investment Strategies, LLC
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
Drucker Wealth 3.0, LLC
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
Future Fund LLC
Global Trust Asset Management, LLC
Pines Wealth Management, LLC
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
Foster Group, Inc.
Avantax Planning Partners, Inc.
Bragg Financial Advisors, Inc
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
NEOS Investment Management LLC
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
Stablepoint Partners, LLC
BNP Paribas Asset Management Holding S.A.
Rockland Trust Co
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
Strategic Financial Services, Inc,
Mairs & Power Inc
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
Ieq Capital, Llc
Legacy Bridge, LLC
Howard Capital Management Inc.
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
BKD Wealth Advisors, LLC
D.a. Davidson & Co.
Amundi
Weaver C. Barksdale & Associates, Inc.
Sandy Spring Bank
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
Nomura Asset Management Co Ltd
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
Panoramic Investment Advisors, Llc
Chicago Capital, LLC
Petrus Trust Company, LTA
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
Trustmark National Bank Trust Department
Chemistry Wealth Management LLC
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
Giverny Capital Inc.
Arete Wealth Advisors, LLC
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
WealthPlan Investment Management, LLC
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
Herold Advisors, Inc.
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
YALL - Tidal ETF Trust - God Bless America ETF
Arrowstreet Capital, Limited Partnership
CBOE Vest Financial, LLC
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
Eaton Vance Tax-managed Buy-write Income Fund
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
Profunds - Profund Vp Bull
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
Consultiva Wealth Management, Corp.
Sigma Investment Counselors Inc
Decker Retirement Planning Inc.
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
Verus Capital Partners, Llc
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
Lodestar Private Asset Management Llc
Holderness Investments Co
SRS Capital Advisors, Inc.
Delta Asset Management Llc/tn
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
Aviva Plc
Dynasty Wealth Management, Llc
Northwest Capital Management Inc
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
Ramsay, Stattman, Vela & Price, Inc.
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
Advisory Services Network, LLC
Flagship Harbor Advisors, Llc
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
First National Bank Of Omaha
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
D. E. Shaw & Co., Inc.
Sierra Summit Advisors Llc
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
Dai-Ichi Life Insurance Company, Ltd
Harbor Asset Planning, Inc.
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
CIBC World Markets Inc.
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
Venturi Wealth Management, LLC
Mach-1 Financial Group, Inc.
Thurston, Springer, Miller, Herd & Titak, Inc.
Findlay Park Partners LLP
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
FineMark National Bank & Trust
Townsquare Capital Llc
KBC Group NV
American Money Management, LLC
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
Kmg Fiduciary Partners, Llc
Kayne Anderson Rudnick Investment Management Llc
Cassaday & Co Wealth Management LLC
Harel Insurance Investments & Financial Services Ltd.
Timber Creek Capital Management LLC
Ransom Advisory, Ltd
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
AMF Pensionsforsakring AB
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
Svenska Handelsbanken AB (publ)
Burns Matteson Capital Management, LLC
CoreCap Advisors, LLC
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares
Center for Financial Planning, Inc.
Davidson Kahn Capital Management, LLC
Rhumbline Advisers
Achmea Investment Management B.V.
Hickory Asset Management, Inc.
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
Cyndeo Wealth Partners, LLC
Intrepid Financial Planning Group LLC
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
RMG Wealth Management LLC
Greenup Street Wealth Management Llc
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
Tiaa Trust, National Association
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
Yacktman Asset Management Lp
Wilkinson Global Asset Management LLC
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
Kestra Private Wealth Services, Llc
Auxano Advisors, LLC
Victrix Investment Advisors
Camden Capital, LLC
Fwl Investment Management, Llc
Connor, Clark & Lunn Investment Management Ltd.
Connors Funds - Connors Hedged Equity Fund Institutional Class
Summit Asset Management, LLC
Aaron Wealth Advisors LLC
Cypress Capital Group
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
Caliber Wealth Management, LLC / KS
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
American Capital Advisory, LLC
Diametric Capital, LP
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
Livforsakringsbolaget Skandia, Omsesidigt
Kcm Investment Advisors Llc
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
Full Sail Capital, LLC
E Fund Management Co., Ltd.
Salvus Wealth Management, LLC
Correct Capital Wealth Management
Sagespring Wealth Partners, Llc
Coordinated Financial Services, Inc./CO
BlackRock, Inc.
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
Longaeva Partners L.P.
Private Advisor Group, LLC
Joel Isaacson & Co., LLC
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
Volterra Technologies LP
Canada Post Corp Registered Pension Plan
Opal Wealth Advisors, LLC
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
Teza Capital Management LLC
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
Hamel Associates, Inc.
D L Carlson Investment Group Inc
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
Montag & Caldwell, Llc
SBI Securities Co., Ltd.
Cubist Systematic Strategies, LLC
Harbour Trust & Investment Management Co
Sofos Investments, Inc.
Benin Management CORP
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
Bingham Private Wealth, Llc
Foundations Investment Advisors, LLC
Frazier Financial Advisors, LLC
Martingale Asset Management L P
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
Great West Life Assurance Co /can/
Citizens Financial Group Inc/ri
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
Capital Advantage, Inc.
FT Vest Total Return Income Fund: Series A4
Thrivent Financial For Lutherans
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
Federation des caisses Desjardins du Quebec
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
Greenleaf Trust
Bogart Wealth, LLC
Indiana Trust & Investment Management CO
GW&K Investment Management, LLC
Twin Peaks Wealth Advisors, LLC
Hancock Whitney Corp
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
Wbi Investments, Inc.
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
New Republic Capital, LLC
Belpointe Asset Management LLC
Assetmark, Inc
NewSquare Capital LLC
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
Old Point Trust & Financial Services N A
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
Notis-McConarty Edward
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
Bangor Savings Bank
Keel Point, LLC
Diligent Investors, LLC
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
Family Wealth Group, LLC
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
Walleye Trading LLC
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
CX Institutional
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES
Meriwether Wealth & Planning, LLC
O'shaughnessy Asset Management, Llc
Nelson Capital Management, LLC
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
Congress Wealth Management LLC / DE /
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
Marco Investment Management Llc
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
CRA Financial Services, LLC
Kovack Advisors, Inc.
Florida Financial Advisors, Llc
Stevens Capital Management Lp
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
GM Advisory Group, Inc.
Advisor Resource Council
Wealthspire Advisors, LLC
Puzo Michael J
TRUE Private Wealth Advisors
NITE - Capitol Series Trust - The Nightview Fund
Greenstone Partners & Co., LLC
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
Qsemble Capital Management, LP
Wolf Group Capital Advisors
Strata Wealth Advisors, LLC
Alyeska Investment Group, L.P.
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
North Peak Capital Management, LLC
Harfst & Associates, Inc.
Salomon & Ludwin, LLC
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
BOK Financial Private Wealth, Inc.
Allworth Financial LP
Northern Trust Corp
City Holding Co
IMA Wealth, Inc.
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund
Frisch Financial Group, Inc.
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
Empower Advisory Group, LLC
Sanders Morris Harris Llc
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
American Century Companies Inc
RiverPark Advisors, LLC
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
MONECO Advisors, LLC
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
SeaBridge Investment Advisors LLC
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
Institute for Wealth Management, LLC.
Fairman Group, LLC
Advyzon Investment Management, LLC
Boltwood Capital Management
Paradigm Asset Management Co Llc
Convergence Investment Partners, LLC
VisionPoint Advisory Group, LLC
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
FORA Capital, LLC
Zurich Insurance Group Ltd/FI
Deseret Mutual Benefit Administrators
Private Wealth Asset Management, LLC
Kanawha Capital Management Llc
Lazard Asset Management Llc
Zurcher Kantonalbank (Zurich Cantonalbank)
Clifford Swan Investment Counsel Llc
Atticus Wealth Management, Llc
Mizuho Markets Cayman LP
DRW Securities, LLC
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
Sheaff Brock Investment Advisors, LLC
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
Axxcess Wealth Management, Llc
ROPE - EA Series Trust - Coastal Compass 100 ETF
Welch & Forbes Llc
Pictet Asset Management Holding SA
Princeton Global Asset Management LLC
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
Blackrock Enhanced Global Dividend Trust
Schrum Private Wealth Management LLC
Generation Investment Management Llp
BPTRX - BARON SELECT FUNDS - Baron Partners Fund
EICVX - FundVantage Trust - EIC Value Fund Class A
Mv Capital Management, Inc.
Seacrest Wealth Management, Llc
Caption Management, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
Trajan Wealth LLC
RDA Financial Network
Ameriflex Group, Inc.
Ag2r La Mondiale Gestion D'actifs
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
Maryland State Retirement & Pension System
Oarsman Capital, Inc.
1832 Asset Management L.P.
Alta Advisers Ltd
Motley Fool Asset Management LLC
Hartland & Co., LLC
Mount Yale Investment Advisors, LLC
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
Grandfield & Dodd, Llc
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
Gould Capital, LLC
SSO - PROSHARES TRUST - ProShares Ultra S&P500
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
Viawealth, Llc
BayBridge Capital Group, LLC
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
Logan Capital Management Inc
Waddell & Associates, Llc
Cerity Partners LLC
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
Nomura Holdings Inc
PACIFIC SELECT FUND - Equity Index Portfolio Class I
Clean Yield Group
Ariston Services Group
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
Amplify ETF Trust - Amplify AI Powered Equity ETF
Leonard Rickey Investment Advisors P.L.L.C.
Canandaigua National Bank & Trust Co
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
Stephenson National Bank & Trust
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial
Aspetuck Financial Management LLC
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
Kohmann Bosshard Financial Services, LLC
Patton Fund Management, Inc.
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
1620 Investment Advisors, Inc.
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
Securian Funds Trust - SFT T. Rowe Price Value Fund
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
Virtus Investment Advisers, Inc.
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
Providence Wealth Advisors, LLC
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
Atalanta Sosnoff Capital, Llc
Clough Capital Partners L P
St Germain D J Co Inc
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
Clark Capital Management Group, Inc.
Wood Tarver Financial Group, LLC
OMERS ADMINISTRATION Corp
Miller Wealth Advisors, Llc
Sand Hill Global Advisors, LLC
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
Savvy Advisors, Inc.
Garde Capital, Inc.
Leisure Capital Management
Peterson Wealth Services
ProVise Management Group, LLC
Mitchell Sinkler & Starr/pa
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
D.B. Root & Company, LLC
USS Investment Management Ltd
Donoghue Forlines LLC
First Financial Bankshares Inc
Westpac Banking Corp
Burling Wealth Partners, Llc
International Assets Investment Management, Llc
Wedmont Private Capital
Franklin Resources Inc
CNB Bank
Harwood Advisory Group, LLC
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
RVW Wealth, LLC
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
Ogorek Anthony Joseph /ny/ /adv
Aquatic Capital Management LLC
TEXN - iSHARES TRUST - iShares Texas Equity ETF
Bare Financial Services, Inc
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
Jacobson & Schmitt Advisors, Llc
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
Sowell Financial Services LLC
Shell Asset Management Co
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
Aviance Capital Partners, LLC
Hara Capital LLC
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
Evoke Wealth, Llc
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
Essex Savings Bank
VAPPX - VALIC Co I - Capital Appreciation Fund
Morling Financial Advisors, LLC
Elgethun Capital Management
Cramer Rosenthal Mcglynn Llc
Cherry Tree Wealth Management, LLC
Financial Avengers, Inc.
Federated Hermes, Inc.
Adirondack Trust Co
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
RWM Asset Management, LLC
Michael S. Ryan, Inc.
Alerus Financial Na
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
Spectrum Asset Management, Inc. (NB/CA)
Mackenzie Financial Corp
Blume Capital Management, Inc.
Empowered Funds, LLC
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
Crescent Grove Advisors, LLC
Ronald Blue Trust, Inc.
New York Life Investment Management Llc
Humankind Benefit Corp - Humankind US Stock ETF
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
Becker Capital Management Inc
Geode Capital Management, Llc
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
Berger Financial Group, Inc
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
Private Client Services, Llc
Maplelane Capital, Llc
Guyasuta Investment Advisors Inc
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
Hrt Financial Lp
Impact Capital Partners LLC
Westmount Partners, LLC
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
Hoey Investments, Inc
Teacher Retirement System Of Texas
Titleist Asset Management, Llc
Cercano Management LLC
United Community Bank
Wolverine Trading, Llc
Dana Investment Advisors, Inc.
Brevan Howard Capital Management LP
U.S. Capital Wealth Advisors, LLC
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
FT Vest Total Return Income Fund: Series A3
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
Winslow Asset Management Inc
Retirement Planning Group
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares
Tranquility Partners, LLC
HHM Wealth Advisors, LLC
Universal- Beteiligungs- und Servicegesellschaft mbH
Bruce G. Allen Investments, LLC
Davis Selected Advisers
Chatham Capital Group, Inc.
Moser Wealth Advisors, LLC
Strategic Wealth Partners, Ltd.
West Oak Capital, LLC
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
Novare Capital Management Llc
Uhlmann Price Securities, Llc
Wimmer Associates 1, Llc
Keybank National Association/oh
Rocky Mountain Advisers, Llc
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
CAP Partners, LLC
Morningstar Investment Services LLC
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
Ruane, Cunniff & Goldfarb L.P.
Brookstone Capital Management
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
Commerzbank Aktiengesellschaft /fi
Byrne Asset Management LLC
Harris Associates L P
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
East Coast Asset Management, LLC.
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
North Star Investment Management Corp.
Edgemoor Investment Advisors, Inc.
Northside Capital Management, LLC
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
Aprio Wealth Management, LLC
Chilton Capital Management Llc
Sigma Planning Corp
Mezzasalma Advisors, LLC
Kingstone Capital Partners Texas, LLC
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
ROSS\JOHNSON & Associates LLC
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
Snyder Capital Management L P
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
Jain Global LLC
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
GPS Wealth Strategies Group, LLC
Graves-Light Private Wealth Management, Inc.
Red Spruce Capital, LLC
Apollon Wealth Management, LLC
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
IXG - iSHARES TRUST - iShares Global Financials ETF
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
Jpmorgan Chase & Co
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
DAACX - Adviser Managed Trust - Diversified Equity Fund
Marcum Wealth, LLC
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
Atria Investments Llc
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
Newlands Management Operations LLC
JustInvest LLC
5T Wealth, LLC
Dempze Nancy E
Paradigm Financial Partners, Llc
King Luther Capital Management Corp
Victory Capital Management Inc
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
LIMAX - Total Fund Solution - Cromwell Tran Sustainable Focus Fund Investor Class Shares
Huntington National Bank
Bank Of Hawaii
Securian Funds Trust - SFT Index 500 Fund Class 1
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
Tumwater Wealth Management, LLC
Lazard Freres Gestion S.A.S.
American Institute for Advanced Investment Management, LLP
Beacon Financial Group
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
Integrated Quantitative Investments LLC
Allspring Global Investments Holdings, LLC
Atomi Financial Group, Inc.
BIGTX - Monteagle Funds - The Texas Fund Class I
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
Tower Research Capital LLC (TRC)
Equitable Trust Co
Principle Wealth Partners Llc
Inkwell Capital Llc
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
Rnc Capital Management Llc
Intact Investment Management Inc.
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
Macquarie Group Ltd
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
Parallax Volatility Advisers, L.P.
Mirae Asset Global Investments Co., Ltd.
Resources Investment Advisors, LLC.
Brighton Jones Llc
Quadrant Private Wealth Management, LLC
Wayfinding Financial, LLC
National Pension Service
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
NINE MASTS CAPITAL Ltd
Sompo Japan Nipponkoa Asset Management Co.,ltd.
First Financial Corp /in/
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
Envestnet Portfolio Solutions, Inc.
Founders Capital Management
Pinnacle Wealth Management Advisory Group, LLC
Advisors Asset Management, Inc.
Angeles Wealth Management, Llc
Canal Capital Management, LLC
Montag A & Associates Inc
RFG Advisory, LLC
ExodusPoint Capital Management, LP
Qtron Investments LLC
Oxinas Partners Wealth Management LLC
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
Yarbrough Capital, LLC
Xcel Wealth Management, LLC
Deutsche Bank Ag\
Schonfeld Strategic Advisors LLC
Legacy Private Trust Co.
Semus Wealth Partners LLC
CWA Asset Management Group, LLC
Rossmore Private Capital
Lighthouse Investment Partners, LLC
EPG Wealth Management LLC
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
Boyar Asset Management Inc.
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
Citizens National Bank Trust Department
Magnetar Financial LLC
Power Wealth Management Llc
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
Horizon Bancorp Inc /in/
LFA - Lugano Financial Advisors SA
ULTRA SERIES FUND - Large Cap Growth Fund Class I
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
Dodge & Cox
Citigroup Inc
SageView Advisory Group, LLC
WestEnd Advisors, LLC
Spectrum Financial Alliance Ltd LLC
Creative Planning
J.w. Cole Advisors, Inc.
Good Life Advisors, LLC
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
Wellington Capital Management, Inc.
Summit Trail Advisors, Llc
Fedenia Advisers LLC
Titan Global Capital Management Usa Llc
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
ISAM Funds (UK) Ltd
Mission Wealth Management, Lp
Hemenway Trust Co LLC
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
Groupama Asset Managment
Cynosure Management, Llc
Northwestern Mutual Wealth Management Co
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
Main Street Research LLC
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
LGT Fund Management Co Ltd.
Grassi Investment Management
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
LaFleur & Godfrey LLC
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
Cary Street Partner Investment Advisory Llc
Alpha Family Trust
Lincoln Capital Corp
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
McIlrath & Eck, LLC
Voya Financial Advisors, Inc.
Crumly & Associates Inc.
Parnassus Investments /ca
Tempus Wealth Planning, LLC
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
D1 Capital Partners L.P.
Credential Qtrade Securities Inc.
Westover Capital Advisors, LLC
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
Somerville Kurt F
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
Nuveen S&p 500 Buywrite Income Fund
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
Legal Advantage Investments, Inc.
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
Sciencast Management LP
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
Pin Oak Investment Advisors Inc
Prospera Capital Management, LLC
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
Morton Community Bank
Costello Asset Management, INC
Tidemark, LLC
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
Binnacle Investments Inc
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
Sherman Asset Management, Inc.
Checchi Capital Advisers, LLC
National Asset Management, Inc.
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
Greenwich Wealth Management LLC
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
Financiere des Professionnels - Fonds d,investissement inc.
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
Thornburg Investment Management Inc
PFG Advisors
Nova R Wealth, Inc.
Royal London Asset Management Ltd
Stratos Wealth Advisors, LLC
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
Lido Advisors, LLC
Prudential Plc
Community Financial Services Group, LLC
Arbor Trust Wealth Advisors, Llc
Oliver Luxxe Assets LLC
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
Quent Capital, LLC
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc
CORDA Investment Management, LLC.
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
Northcape Wealth Management, Llc
Sendero Wealth Management, LLC
Hennion & Walsh Asset Management, Inc.
BCJ Capital Management, LLC
Fruth Investment Management
Disciplina Capital Management LLC
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
Candriam Luxembourg S.C.A.
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
Arlington Trust Co LLC
Toronto Dominion Bank
Sterling Investment Advisors, Ltd.
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
Park Presidio Capital Llc
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Oppenheimer Asset Management Inc.
University Of Texas/texas Am Investment Managment Co
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
Swedbank AB
Roberts Wealth Advisors, LLC
Jamison Private Wealth Management, Inc.
LGT Group Foundation
Leigh Baldwin & Co., Llc
Duncker Streett & Co Inc
Krs Capital Management, Llc
CAPROCK Group, Inc.
Sandhill Capital Partners LLC
SYM FINANCIAL Corp
CVRD - Madison ETFs Trust - Madison Covered Call ETF
We Are One Seven, LLC
Park Avenue Securities Llc
Financial Advisory Corp /ut/ /adv
FT Vest Hedged Equity Income Fund: Series A3
Gillespie Robinson & Grimm Inc
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
Minot DeBlois Advisors LLC
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
Two Sigma Advisers, Lp
Central Pacific Bank - Trust Division
Jacobsen Capital Management
Bank Of Montreal /can/
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
Auxier Asset Management
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
Mutual Of America Capital Management Llc
Bryce Point Capital, LLC
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
CHICAGO TRUST Co NA
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
Financial Partners Group, LLC
Louisiana State Employees Retirement System
Hudson Valley Investment Advisors Inc /adv
United Bank
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
HighPoint Advisor Group LLC
Adage Capital Partners Gp, L.l.c.
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
TriaGen Wealth Management LLC
Lester Murray Antman dba SimplyRich
Naviter Wealth, LLC
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
Fort Washington Investment Advisors Inc /oh/
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
Perennial Investment Advisors, LLC
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
Alpha DNA Investment Management LLC
Marathon Trading Investment Management LLC
Armis Advisers, LLC
Prelude Capital Management, Llc
Bank of Marin
Goelzer Investment Management, Inc.
PWS - Pacer Funds Trust - Pacer WealthShield ETF
H&H Retirement Design & Management INC
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
Banco Santander, S.A.
Bridgewater Advisors Inc.
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
Horizon Investments, LLC
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
Bain Capital Public Equity Management Ii, Llc
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
ICICI Prudential Asset Management Co Ltd
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
Dagco, Inc.
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
Sig Brokerage, Lp
Gotham Asset Management, LLC
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
Evergreen Capital Management Llc
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
Lantz Financial LLC
Nisa Investment Advisors, Llc
Carnegie Capital Asset Management, LLC
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
Norges Bank
State Of Wisconsin Investment Board
Azimuth Capital Investment Management LLC
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
Graypoint LLC
Cidel Asset Management Inc
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
Wynn Capital, LLC
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
Battery Global Advisors, LLC
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
Acorn Financial Advisory Services Inc /adv
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
STXG - EA Series Trust - Strive 1000 Growth ETF
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
Keystone Financial Group
FT Vest Total Return Income Fund: Series A2
Enzi Wealth
Squarepoint Ops LLC
Hyperion Capital Advisors LP
W.G. Shaheen & Associates DBA Whitney & Co
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
APG Asset Management N.V.
Clearbridge Investments, LLC
Vontobel Holding Ltd.
Guggenheim Capital Llc
Whelan Financial
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
Sunflower Bank, N.A.
FLC Capital Advisors
Fiduciary Financial Group, Llc
Bremer Bank National Association
SS&H Financial Advisors, Inc.
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
Ameritas Advisory Services, LLC
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
Means Investment Co., Inc.
Beck Mack & Oliver Llc
Wesbanco Bank Inc
Diversify Advisory Services, LLC
CBIZ Investment Advisory Services, LLC
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
Cullinan Associates Inc
Linden Thomas Advisory Services, LLC
NOLVX - Northern Funds - Northern Large Cap Value Fund
Signature Wealth Management Group
United Capital Financial Advisers, Llc
PENN SERIES FUNDS INC - Large Cap Growth Fund
Fjarde Ap-fonden /fourth Swedish National Pension Fund
Naples Global Advisors, Llc
TFR Capital, LLC.
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
Stonebridge Capital Advisors LLC
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
Hodges Capital Management Inc.
Csenge Advisory Group
Calamos Advisors LLC
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
Birmingham Capital Management Co Inc/al
Busey Wealth Management
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
Hardman Johnston Global Advisors LLC
National Bank Of Canada /fi/
Uniplan Investment Counsel, Inc.
Cornerstone Strategic Value Fund Inc
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
J. L. Bainbridge & Co., Inc.
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
Boston Common Asset Management, LLC
First Trust Advisors Lp
Ocean Capital Management, LLC
N.E.W. Advisory Services LLC
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
Retirement Systems of Alabama
Fiduciary Alliance LLC
Compass Advisory Group LLC
AlphaCore Capital LLC
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
Klein Pavlis & Peasley Financial, Inc.
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
Essex LLC
180 Wealth Advisors, Llc
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
Gsa Capital Partners Llp
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
Legal & General Group Plc
First Command Advisory Services, Inc.
Capital Investment Counsel, Inc
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
Voya Investment Management Llc
Principal Financial Group Inc
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
Asset Advisors Investment Management, LLC
Man Group plc
Client 1st Advisory Group, Llc
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
La Banque Postale Asset Management SA
Basswood Capital Management, L.l.c.
Crawford Investment Counsel Inc
Argent Trust Co
Matisse Capital
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
Intech Investment Management Llc
TCTC Holdings, LLC
Lodestone Wealth Management LLC
Caisse Des Depots Et Consignations
Allianzgi Equity & Convertible Income Fund
Algert Global Llc
Nicholas Company, Inc.
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
Bordeaux Wealth Advisors LLC
Nbt Bank N A /ny
Public Sector Pension Investment Board
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
Catalyst Financial Partners Llc
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
Iowa State Bank
Osborne Partners Capital Management, Llc
Wealth Quarterback LLC
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
Buttonwood Financial Advisors Inc.
Forte Capital Llc /adv
Kestra Investment Management, LLC
FT Vest Hedged Equity Income Fund: Series A2
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
LMR Partners LLP
Tribune Investment Group LP
Skylands Capital, LLC
URTH - iShares, Inc. - iShares MSCI World ETF
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
Wolverine Asset Management Llc
Private Wealth Management Group, LLC
IWB - iSHARES TRUST - iShares Russell 1000 ETF
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
Sittner & Nelson, Llc
Point72 Hong Kong Ltd
Utah Retirement Systems
CHGX - EA Series Trust - Stance Sustainable Beta ETF
Canopy Partners, LLC
Murphy & Mullick Capital Management Corp
Evelyn Partners Asset Management Ltd
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
1st Source Bank
Affinity Capital Advisors, LLC
Delta Capital Management Llc
Investment Research & Advisory Group, Inc.
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
Jupiter Asset Management Ltd
Bayview Asset Management, Llc
ACVF - ETF Opportunities Trust - American Conservative Values ETF
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
Cooper Financial Group
Davis R M Inc
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
Y-Intercept (Hong Kong) Ltd
IFP Advisors, Inc
Redwood Park Advisors LLC
Rokos Capital Management LLP
CFO4Life Group, LLC
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
Principia Wealth Advisory, LLC
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
Patrick M Sweeney & Associates, Inc
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class
Police & Firemen's Retirement System of New Jersey
Disciplined Investors, L.L.C.
Riverview Trust Co
Capricorn Fund Managers Ltd
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
Bamco Inc /ny/
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
Operose Advisors LLC
Martin Capital Advisors, LLP
Dynamic Wealth Strategies, LLC
SLT Holdings LLC
Brooklyn FI, LLC
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
Peak6 Llc
Monetary Management Group Inc
Westend Capital Management LLC
Muirfield Wealth Advisors Llc
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
Acadian Asset Management Llc
Stephens Inc /ar/
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
Avalon Trust Co
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
Marshall & Sullivan Inc /wa/
Alliance Wealth Advisors, LLC /UT
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
Lbmc Investment Advisors, Llc
WESPAC Advisors SoCal, LLC
Lmp Capital & Income Fund Inc.
Lazari Capital Management, Inc.
Polar Asset Management Partners Inc.
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
Farmers Trust Co
WP Advisors, LLC
Skopos Labs, Inc.
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
Wells Fargo & Company/mn
Phoenix Holdings Ltd.
Tandem Capital Management Corp /adv
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
Sanibel Captiva Trust Company, Inc.
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
Apriem Advisors
Cornercap Investment Counsel Inc
Norden Group Llc
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
Paralel Advisors LLC
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
Rafferty Asset Management, LLC
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
Point72 Asia (Singapore) Pte. Ltd.
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
Tilson Financial Group, Inc.
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
STXV - EA Series Trust - Strive 1000 Value ETF
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
Bell Investment Advisors, Inc
BOS Asset Management, LLC
Gamco Investors, Inc. Et Al
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
Fortitude Family Office, LLC
Commonwealth Equity Services, Llc
Natixis
Nvwm, Llc
Atlantic Union Bankshares Corp
Exencial Wealth Advisors, Llc
Modus Advisors, LLC
Evergreen Private Wealth LLC
Bayesian Capital Management, LP
Investor's Fiduciary Advisor Network, LLC
WFA of San Diego, LLC
Dunhill Financial, LLC
Barnes Dennig Private Wealth Management LLC
JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A)
First Commonwealth Financial Corp /pa/
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
CWS Financial Advisors, LLC
Captrust Financial Advisors
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
Kiker Wealth Management, LLC
Neuberger Berman Group LLC
PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund
SOA Wealth Advisors, LLC.
Integrated Investment Consultants, LLC
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
Sunbelt Securities, Inc.
Argus Investors' Counsel, Inc.
Trexquant Investment LP
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
Ancora Advisors, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
Johnson Financial Group, Inc.
Centennial Bank/AR/
Howard Hughes Medical Institute
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
Delos Wealth Advisors, LLC
WCG Wealth Advisors LLC
New Hampshire Trust
Carson Advisory Inc.
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares
Martel Wealth Advisors Inc
Truvestments Capital Llc
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
Larson Financial Group LLC
Sepio Capital, LP
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
MidWestOne Financial Group, Inc.
SCS Capital Management LLC
Catalyst Private Wealth, Llc
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
Raymond James Financial Inc
RMR Wealth Builders
LPL Financial LLC
Global Wealth Strategies & Associates
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
Bleakley Financial Group, LLC
Point72 Europe (London) LLP
Colton Groome Financial Advisors, Llc
CoreFirst Bank & Trust
PayPay Securities Corp
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
Nissay Asset Management Corp /japan/ /adv
Arcadia Investment Management Corp/mi
Fiduciary Group LLC
Picton Mahoney Asset Management
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
Howard Bailey Securities, Llc
Tradition Wealth Management, LLC
RiverFront Investment Group, LLC
EverSource Wealth Advisors, LLC
TD Waterhouse Canada Inc.
Elevation Series Trust - RiverNorth Patriot ETF
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
Hardy Reed LLC
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
Rsm Us Wealth Management Llc
Private Wealth Partners, LLC
Eq Wealth Advisors, Llc
Lazard Global Total Return & Income Fund Inc
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
Nautilus Advisors LLC
Mid-American Wealth Advisory Group, Inc.
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
Lebenthal Global Advisors, LLC
Great Valley Advisor Group, Inc.
TCI Wealth Advisors, Inc.
Toth Financial Advisory Corp
Invenio Wealth Partners Llc
Alpha Cubed Investments, LLC
Synovus Financial Corp
Sage Mountain Advisors LLC
SNS Financial Group, LLC
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
Maridea Wealth Management LLC
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
California State Teachers Retirement System
ASR Vermogensbeheer N.V.
Manchester Financial Inc
Provident Trust Co
Patriot Financial Group Insurance Agency, LLC
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
Investment House Llc
UYG - PROSHARES TRUST - ProShares Ultra Financials
Prudential Financial Inc
MorganRosel Wealth Management, LLC
XTX Topco Ltd
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
JT Stratford LLC
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
Asset Planning,Inc
First Western Trust Bank
D'Orazio & Associates, Inc.
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
HF Advisory Group, LLC
Golden State Equity Partners
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
Meiji Yasuda Life Insurance Co
Oregon Public Employees Retirement Fund
Madison Asset Management, LLC
Nearwater Capital Markets, Ltd
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
One Wealth Advisors, LLC
Trust Co of the South
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
FT Vest Hedged Equity Income Fund: Series A4
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
Continuum Advisory, LLC
HighMark Wealth Management LLC
Edgestream Partners, L.P.
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
Navellier & Associates Inc
Old National Bancorp /in/
J.Safra Asset Management Corp
Agf Management Ltd
Gemmer Asset Management LLC
Kelly Lawrence W & Associates Inc/ca
ABVAX - AB TRUST - AB Value Fund Class A
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Prosperity Wealth Management, Inc.
Oregon Pacific Wealth Management, LLC
Cigna Investments Inc /new
Marshall Wace, Llp
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
Chilton Investment Co Llc
Institutional Investment Strategy Fund
Quest Partners LLC
Washington Trust Advisors, Inc.
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
Bank Julius Baer & Co. Ltd, Zurich
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
GAMMA Investing LLC
Van Cleef Asset Management,Inc
Public Employees Retirement Association Of Colorado
Delaney Dennis R
Royal Bank Of Canada
Glaxis Capital Management, LLC
Red Tortoise LLC
Procyon Private Wealth Partners, LLC
Bradley Foster & Sargent Inc/ct
Aspiriant, Llc
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
First Foundation Advisors
Total Wealth Planning & Management, Inc.
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
Trust Co
Newbridge Financial Services Group, Inc.
Allianz Se
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
Diversify Wealth Management, Llc
Secured Retirement Advisors, Llc
Napa Wealth Management
Advisory Alpha, LLC
NorthRock Partners, LLC
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
IHT Wealth Management, LLC
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
Advanced Series Trust - Ast Advanced Strategies Portfolio
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
Flossbach Von Storch Ag
44 Wealth Management Llc
Sovereign's Capital Management, LLC
Timucuan Asset Management Inc/fl
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
Arkfeld Wealth Strategies, L.L.C.
Capital Management Associates, Inc
OEF - iSHARES TRUST - iShares S&P 100 ETF
Viewpoint Capital Management LLC
Manchester Capital Management LLC
Ami Asset Management Corp
RAM Investment Partners, LLC
Clough Global Opportunities Fund
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
Radnor Capital Management, LLC
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
Great Lakes Retirement, Inc.
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
Choate Investment Advisors
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
Carmel Capital Partners, LLC
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
TD Capital Management LLC
Tower Bridge Advisors
BI Asset Management Fondsmaeglerselskab A/S
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund
Morgan Stanley
Intrinsic Value Partners, LLC
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
Prosperitas Financial LLC
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
Nicholas Hoffman & Company, LLC.
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
Advisor OS, LLC
WorthPointe, LLC
Atwood & Palmer Inc
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
Cookson Peirce & Co Inc
Accurate Wealth Management, LLC
Thompson Siegel & Walmsley Llc
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
Pine Harbor Wealth Management, LLC
Hantz Financial Services, Inc.
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
Modern Wealth Management, LLC
AllSquare Wealth Management LLC
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
Valeo Financial Advisors, LLC
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
Thrive Wealth Management, LLC
Patten & Patten Inc/tn
S-Bank Fund Management Ltd
Capula Management Ltd
Integrated Wealth Concepts LLC
Brookwood Investment Group LLC
Red Door Wealth Management, LLC
Cornerstone Advisory, LLC
Cohen Klingenstein LLC
RBF Capital, LLC
BLPIX - Profunds - Bull Profund Investor Class
Traynor Capital Management, Inc.
First Business Financial Services, Inc.
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
LexAurum Advisors, LLC
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
Onyx Bridge Wealth Group LLC
Us Bancorp \de\
Next Capital Management LLC
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
Capital Investment Advisory Services, LLC
Annandale Capital, LLC
Addenda Capital Inc.
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
Neville Rodie & Shaw Inc
Fagan Associates, Inc.
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
Coldstream Capital Management Inc
Ashton Thomas Private Wealth, LLC
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
Freestone Capital Holdings, LLC
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
Quotient Wealth Partners, LLC
Oak Harbor Wealth Partners, Llc
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
Asset Management Group, Inc.
Pacific Heights Asset Management Llc
Journey Advisory Group, LLC
Focus Financial Network, Inc.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
Promus Capital, LLC
BIP Wealth, LLC
iA Global Asset Management Inc.
Marion Wealth Management
Pinnacle Associates Ltd
Allen Investment Management LLC
Accredited Investors Inc.
Signaturefd, Llc
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
Trust Co Of Toledo Na /oh/
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
State Board Of Administration Of Florida Retirement System
AMG National Trust Bank
Verity Asset Management, Inc.
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
Capstone Investment Advisors, Llc
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
CVA Family Office, LLC
LVPIX - Profunds - Large-cap Value Profund Investor Class
American National Bank
LJI Wealth Management, LLC
Fifth Third Wealth Advisors LLC
Castleark Management Llc
Paladin Advisory Group, LLC
Centaurus Financial, Inc.
Spdr S&p 500 Etf Trust
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
SOUTH STATE Corp
Portside Wealth Group, LLC
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
Uncommon Cents Investing LLC
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
Tortoise Investment Management, LLC
Exchange Capital Management, Inc.
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
Enterprise Bank & Trust Co
Eaton Vance Tax Advantaged Dividend Income Fund
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
Dudley & Shanley, Inc.
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
Pointe Capital Management LLC
Pine Haven Investment Counsel, Inc
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
Employees Retirement System of Texas
1248 Management, LLC
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
Principal Securities, Inc.
Sage Rhino Capital Llc
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
Malaga Cove Capital, LLC
JNBA Financial Advisors
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
Merit Financial Group, LLC
Interval Partners, LP
Quantum Financial Advisors, LLC
HCR Wealth Advisors
Northwestern Mutual Investment Management Company, Llc
Nicolet Advisory Services, Llc
Kera Capital Partners, Inc.
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
Tlwm
State of New Jersey Common Pension Fund D
Kestra Advisory Services, LLC
Burke & Herbert Bank & Trust Co
Parkside Financial Bank & Trust
UniSuper Management Pty Ltd
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
Schroder Investment Management Group
Gabelli Funds Llc
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
Whipplewood Advisors, LLC
Hager Investment Management Services, Llc
Arkadios Wealth Advisors
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
Wd Rutherford Llc
Austin Private Wealth, LLC
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
Blueshift Asset Management, LLC
Berkshire Asset Management Llc/pa
Profunds - Profund Vp Financials
Farallon Capital Management Llc
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
Raab & Moskowitz Asset Management LLC
Aspect Partners, LLC
Wealth Group, Ltd.
Covey Capital Advisors, LLC
GAM Holding AG
Price T Rowe Associates Inc /md/
Integrated Advisors Network LLC
Madison Covered Call & Equity Strategy Fund
Advocate Group Llc
Vestor Capital, Llc
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
Beach Investment Counsel Inc/pa
Kovitz Investment Group Partners, LLC
Morton Brown Family Wealth, LLC
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
HB Wealth Management, LLC
MASTERINVEST Kapitalanlage GmbH
Permanens Capital L.P.
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
Hoese & Co LLP
Asset Management One Co., Ltd.
Perkins Coie Trust Co
Beaird Harris Wealth Management, LLC
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
Nabity-Jensen Investment Management Inc
Asset Dedication, LLC
Wsfs Capital Management, Llc
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
Atlantic Trust, LLC
Great Lakes Advisors, Llc
MQS Management LLC
Resolute Capital Asset Partners LLC
Sfmg, Llc
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio
Sachetta, LLC
Bank Of Stockton
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
Pacer Advisors, Inc.
Noble Wealth Management PBC
Quest 10 Wealth Builders, Inc.
Connors Investor Services Inc
Invesco Ltd.
Brio Consultants, LLC
Equitable Holdings, Inc.
Beacon Pointe Advisors, LLC
VCIGX - VALIC Co I - Dividend Value Fund
Kentucky Retirement Systems
Goepper Burkhardt LLC
First Merchants Corp
Knollwood Investment Advisory, LLC
Paragon Private Wealth Management, LLC
Thomasville National Bank
BlackDiamond Wealth Management Inc.
Skandinaviska Enskilda Banken AB (publ)
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N
New Mexico Educational Retirement Board
Harbor Investment Advisory, Llc
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
Quadrant Capital Group Llc
FT Vest Total Return Income Fund: Series B1
Riverpark Capital Management Llc
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
Klp Kapitalforvaltning As
American Trust Investment Advisors, LLC
Zullo Investment Group, Inc.
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
True Wealth Design, LLC
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
Pensionmark Financial Group, Llc
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
Catalyst Capital Advisors LLC
Worth Asset Management, LLC
Rathbone Brothers plc
Fisher Asset Management, LLC
Mizuho Securities Usa Llc
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
Wiley Bros.-aintree Capital, Llc
Talbot Financial, LLC
EP Wealth Advisors, Inc.
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
Gallagher Fiduciary Advisors, LLC
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
Erste Asset Management GmbH
VestGen Advisors, LLC
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
3Chopt Investment Partners, LLC
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB
Personal Cfo Solutions, Llc
Fulton Bank, N.a.
Van Strum & Towne Inc.
Cetera Trust Company, N.A
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
StoneX Group Inc.
MRP Capital Investments, LLC
Kavar Capital Partners Group, Llc
Lincoln Capital LLC
Broadleaf Partners, LLC
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
Bowen Hanes & Co Inc
Missouri Trust & Investment Co
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
Comerica Bank
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
JB Capital LLC
LRI Investments, LLC
Greatmark Investment Partners, Inc.
Intermede Investment Partners Ltd
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
Quadcap Wealth Management, LLC
Invictus Private Wealth, Llc
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
Kirtland Hills Capital Management, Llc
Mitchell Mcleod Pugh & Williams Inc
Alberta Investment Management Corp
Mystic Asset Management, Inc.
PACIFIC SELECT FUND - Comstock Portfolio Class I
Parcion Private Wealth LLC
Hills Bank & Trust Co
Canada Pension Plan Investment Board
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
RVRB - ADVISORS SERIES TRUST - Reverb ETF
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
Ariel Investments, Llc
PDS Planning, Inc
Andra AP-fonden
Gts Securities Llc
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Walter & Keenan Financial Consulting Co /mi/ /adv
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
Worldquant Millennium Advisors Llc
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
Steward Partners Investment Advisory, Llc
Southeast Asset Advisors Inc.
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
West Financial Advisors, LLC
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
Biltmore Family Office, LLC
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
DHK Financial Advisors, Inc.
L2 Asset Management, LLC
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
Pnc Financial Services Group, Inc.
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
Pandora Wealth, Inc.
S&t Bank/pa
Delta Investment Management, LLC
Smith Group Asset Management, LLC
THOAX - THORNBURG INVESTMENT TRUST - Thornburg Global Opportunities Fund - Class A
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
Postrock Partners Llc
First American Bank
Gilman Hill Asset Management, LLC
Sky Investment Group LLC
Addison Advisors LLC
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
Millennium Management Llc
Motco
Western Pacific Wealth Management, LP
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Acas, Llc
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
Wealth Enhancement Advisory Services, Llc
Poehling Capital Management, LLC
Rialto Wealth Management, LLC
Harrington Investments, INC
Keystone Wealth Services, LLC
Lummis Asset Management, LP
Capital Analysts, Inc.
Ninety One UK Ltd
Avidian Wealth Solutions, LLC
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
Cardiff Park Advisors, Llc
Meridian Wealth Management, LLC
McElhenny Sheffield Capital Management, LLC
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
Triumph Capital Management
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
Mjp Associates Inc /adv
Simplicity Wealth,LLC
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
DiNuzzo Private Wealth, Inc.
Anchor Investment Management, LLC
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
Rothschild Investment Llc
Axq Capital, Lp
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
Farringdon Capital, Ltd.
Gries Financial Llc
HMV Wealth Advisors, LLC
St. Nicholas Private Asset Management, Inc
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
B&l Asset Management Llc
Lindbrook Capital, Llc
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
Telos Capital Management, Inc.
Soltis Investment Advisors LLC
Pineridge Advisors LLC
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
David R. Rahn & Associates Inc.
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
Lcnb Corp
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
MAI Capital Management
Blue Bell Private Wealth Management, Llc
Healthcare Of Ontario Pension Plan Trust Fund
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
GFG Capital, LLC
Bristol John W & Co Inc /ny/
Concord Wealth Partners
IFG Advisory, LLC
Papp L Roy & Associates
Siemens Fonds Invest GmbH
Sound View Wealth Advisors Group, LLC
RW Investment Management LLC
Brant Point Investment Management Llc
Farther Finance Advisors, LLC
Bernard Wealth Management Corp.
PMC FIG Opportunities LLC
Integrity Alliance, Llc.
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
Linscomb & Williams, Inc.
Williams Jones Wealth Management, LLC.
Novem Group
BRYN MAWR TRUST Co
Mercer Global Advisors Inc /adv
Clough Global Dividend & Income Fund
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T
Allen Capital Group, LLC
Investment Management Corp of Ontario
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares
CIBC Private Wealth Group, LLC
Eisler Capital Management Ltd.
Perritt Capital Management Inc
Dumont & Blake Investment Advisors Llc
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
United Asset Strategies, Inc.
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
Baird Financial Group, Inc.
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
Marvin & Palmer Associates Inc
Fairscale Capital, LLC
Public Employees Retirement System Of Ohio
AQGNX - AQR Funds - AQR Global Equity Fund Class N
Birch Capital Management, LLC
Van Eck Associates Corp
Hutchinson Financial Advisors, INC
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
Clarkston Capital Partners, LLC
Kozak & Associates, Inc.
Manufacturers Life Insurance Company, The
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
Texas Permanent School Fund
Putnam Fl Investment Management Co
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
Commonwealth Retirement Investments LLC
Pinnacle Bancorp, Inc.
Concentric Capital Strategies, LP
Fsb Premier Wealth Management, Inc.
Catalytic Wealth RIA, LLC
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
Y.D. More Investments Ltd
Plante Moran Financial Advisors, LLC
Maven Securities LTD
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
Allianz Asset Management GmbH
Texas Yale Capital Corp.
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
CMG Global Holdings, LLC
Broyhill Asset Management
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
Jackson, Grant Investment Advisers, Inc.
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
TFG Advisers LLC
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
Regatta Capital Group, Llc
Camden National Bank
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
Goldman Sachs Group Inc
Parallel Advisors, LLC
Painted Porch Advisors LLC
Route One Investment Company, L.P.
DHJJ Financial Advisors, Ltd.
Bank Of Nova Scotia
Eaton Vance Tax Advantaged Global Dividend Income Fund
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
Mitsubishi UFJ Asset Management (UK) Ltd.
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
Sutton Place Investors Llc
Optas, LLC
Caitong International Asset Management Co., Ltd
Credit Agricole S A
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
Mbb Public Markets I Llc
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
Relyea Zuckerberg Hanson LLC
Aviso Wealth Management
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
Nova Wealth Management, Inc.
First United Bank Trust/
Financial Connections Group, Inc.
FUKOKU MUTUAL LIFE INSURANCE Co
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
DLK Investment Management, LLC
Sierra Ocean, Llc
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
Westbourne Investment Advisors, Inc.
Mondrian Investment Partners LTD
Tudor Investment Corp Et Al
Hazlett, Burt & Watson, Inc.
Vident Advisory, LLC
Edmond De Rothschild Holding S.a.
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
Emerald Investment Partners, Llc
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
Nemes Rush Group LLC
NJ State Employees Deferred Compensation Plan
Crewe Advisors LLC
City State Bank
Jones Financial Companies Lllp
Finer Wealth Management, Inc.
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
Peoples Bank/KS
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
Guggenheim Strategic Opportunities Fund
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
Loomis Sayles & Co L P
IYF - iSHARES TRUST - iShares U.S. Financials ETF
Teewinot Capital Advisers, L.L.C.
LS Investment Advisors, LLC
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
Xponance, Inc.
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
O'Neil Global Advisors, Inc.
Ignite Planners, LLC
Clarius Group, LLC
Bank of New York Mellon Corp
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Chaney Capital Management, Inc.
Wedge Capital Management L L P/nc
IMC-Chicago, LLC
Nuveen, LLC
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
Advisor Group Holdings, Inc.
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
Centiva Capital, LP
Gryphon Financial Partners LLC
Profunds - Profund Vp Large-cap Value
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
SG Americas Securities, LLC
MCF Advisors LLC
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
ProShare Advisors LLC
First Citizens Bank & Trust Co
Keyvantage Wealth, Llc
Onefund, Llc
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
Heritage Wealth Management, Inc.
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
Obermeyer Wood Investment Counsel, Lllp
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
Steigerwald, Gordon & Koch Inc.
Rakuten Securities, Inc.
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
Coordinated Financial Services, Inc.
Sei Investments Co
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
PFG Investments, LLC
Webster Bank, N. A.
Sterling Capital Management LLC
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
Ing Groep Nv
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
UNIVEST FINANCIAL Corp
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
Parkwood LLC
Retirement Planning Co of New England, Inc.
CenterBook Partners LP
Sheets Smith Wealth Management
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
Pragma Gestao De Patrimonio Ltd
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
Encompass More Asset Management
Boston Private Wealth Llc
Robertson Stephens Wealth Management, LLC
Illinois Municipal Retirement Fund
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
IAG Wealth Partners, LLC
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
Campbell & CO Investment Adviser LLC
Courant Investment Management LLC
Mediolanum International Funds Ltd
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
Ubs Asset Management Americas Inc
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
Bridgefront Capital, LLC
Cornerstone Wealth Group, LLC
Exchange Traded Concepts, Llc
Moors & Cabot, Inc.
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
Cornerstone Planning Group LLC
Bay Harbor Wealth Management, LLC
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
Delta Global Management LP
FSA Wealth Management LLC
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
Core Alternative Capital
PointState Capital LP
Allen Mooney & Barnes Investment Advisors LLC
Ossiam
Eagle Wealth Strategies Llc
Winton Capital Group Ltd
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
Franklin Street Advisors Inc /nc
Geneos Wealth Management Inc.
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
Norinchukin Bank, The
RPTC Inc.
Investors Research Corp
Bernardo Wealth Planning LLC
Benjamin Edwards Inc
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
Crews Bank & Trust
Oak Harvest Investment Services
Embree Financial Group
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
Delta Financial Group, Inc.
Stableford Capital Ii Llc
Eagle Bluffs Wealth Management LLC
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
Weaver Capital Management LLC
Park National Corp /oh/
Johnson Investment Counsel Inc
ORG Partners LLC
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
Manuka Financial, LLC
Aspen Investment Management Inc
Flaharty Asset Management, LLC
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
Ballentine Partners, LLC
Coastline Trust Co
Vise Technologies, Inc.
Limestone Investment Advisors LP
SFY - Tidal ETF Trust - SoFi Select 500 ETF
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
SMART Wealth LLC
Rainey & Randall Investment Management Inc.
Other Listings
GB:0L3I 93,27 US$
MX:SCHW
IT:1SCHW 85,22 €
US:SCHW 94,33 US$
AT:SCHW
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