DE:WDP / The Walt Disney Company - Net Long/Short Value

The Walt Disney Company
DE ˙ XTRA ˙ BE0974349814
96,50 € ↓ −0,89 (−0,91%)
2025-09-19
DELAT PRIS
DE:WDP / The Walt Disney Company - 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)
Meridian Investment Counsel Inc.
R Squared Ltd
Legacy Trust
Grassi Investment Management
Summit Financial, LLC
First Interstate Bank
Boston Family Office Llc
Perkins Coie Trust Co
Alps Advisors Inc
Sloy Dahl & Holst, LLC
Gladstone Institutional Advisory LLC
Hilltop Holdings Inc.
National Asset Management, Inc.
Drexel Morgan & Co.
Lathrop Investment Management Corp
Smith, Moore & Co.
Barrett & Company, Inc.
RKL Wealth Management LLC
Beck Bode, LLC
Federated Hermes, Inc.
TRUE Private Wealth Advisors
Asset Advisors Investment Management, LLC
Southeast Asset Advisors Inc.
Quantbot Technologies LP
Joseph P. Lucia & Associates, LLC
Norges Bank
Invictus Private Wealth, Llc
Virtue Capital Management, LLC
Pinnacle Financial Partners Inc
OMNI 360 Wealth, Inc.
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
Breakwater Capital Group
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
Kempner Capital Management Inc.
Lyell Wealth Management, Lp
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1
Financial Management Network Inc
Kempen Capital Management N.v.
Simmons Bank
Keating Investment Counselors Inc
Roman Butler Fullerton & Co
WealthBridge Investment Counsel Inc.
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
Sterling Group Wealth Management, LLC
Hoya Capital Real Estate, LLC
Washington Trust Advisors, Inc.
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
AMG National Trust Bank
State of Alaska, Department of Revenue
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
Alpine Global Premier Properties Fund
Murphy & Mullick Capital Management Corp
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class
VSTIX - VALIC Co I - Stock Index Fund
Money Concepts Capital Corp
Citigroup Inc
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
JNL SERIES TRUST - JNL International Index Fund (I)
RWM Asset Management, LLC
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
Vickerman Investment Advisors, Inc.
Spectrum Wealth Advisory Group, LLC
Five Oceans Advisors
Fusion Capital, LLC
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
Archer Investment Corp
Stance Capital Llc
Octavia Wealth Advisors, LLC
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
Trust Point Inc.
Hoertkorn Richard Charles
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
Vermillion & White Wealth Management Group, LLC
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF
Redmont Wealth Advisors Llc
Round Rock Advisors, LLC
Archetype Wealth Partners
Xcel Wealth Management, LLC
Souders Financial Advisors
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
Bank of Marin
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
Zrc Wealth Management, Llc
Contravisory Investment Management, Inc.
Pingora Partners LLC
WTRE - WisdomTree Trust - WisdomTree Global ex-U.S. Real Estate Fund N/A
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
Resona Asset Management Co.,Ltd.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
Kentucky Retirement Systems
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
Brookwood Investment Group LLC
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
Brandywine Oak Private Wealth Llc
Sunflower Bank, N.A.
WealthCare Investment Partners, LLC
Toroso Investments, LLC
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
Steadfast Capital Management Lp
Natixis
VIOPX - VALIC Co I - International Opportunities Fund
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
Clear Street Markets Llc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Congress Wealth Management LLC / DE /
Argentarii, LLC
Dunhill Financial, LLC
Oarsman Capital, Inc.
Austin Wealth Management, LLC
FIRAX - FIDELITY SELECT PORTFOLIOS - Fidelity International Real Estate Fund Fidelity Advisor International Real Estate Fund: Class A
ASR Vermogensbeheer N.V.
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
VGSR - Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
Foster Dykema Cabot & Partners, Llc
EFAD - PROSHARES TRUST - ProShares MSCI EAFE Dividend Growers ETF
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
Coho Partners, Ltd.
Strategic Advocates LLC
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
Insight Advisors, LLC/ PA
South Street Advisors LLC
CAPROCK Group, Inc.
Arete Wealth Advisors, LLC
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
Covestor Ltd
Fortitude Advisory Group L.L.C.
SNS Financial Group, LLC
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
Appleton Partners Inc/ma
First Financial Bank - Trust Division
Gold Investment Management Ltd.
Credential Qtrade Securities Inc.
Financial Harvest, LLC
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
Rodgers Brothers Inc.
Nomura Asset Management Co Ltd
Bedell Frazier Investment Counseling, LLC
Somerset Trust Co
Opinicus Capital, Inc.
HOVLX - HOMESTEAD FUNDS INC - Value Fund
Mitchell Sinkler & Starr/pa
Financial Perspectives, Inc
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
Graney & King, LLC
Tudor Investment Corp Et Al
Meyer Handelman Co
SRS Capital Advisors, Inc.
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
Cullen/frost Bankers, Inc.
Detalus Advisors, LLC
Thompson Investment Management, Inc.
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
Westside Investment Management, Inc.
Tru Independence Asset Management 2, Llc
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
O'Brien Wealth Partners LLC
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
Apexium Financial, Lp
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
Fiduciary Alliance LLC
Capital International Sarl
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
Proactive Wealth Strategies LLC
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
Koshinski Asset Management, Inc.
Ledyard National Bank
Stockman Wealth Management, Inc.
New Covenant Trust Company, N.A.
Dixon Fnancial Services, Inc.
Sawyer & Company, Inc
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
Hall Kathryn A.
Gateway Wealth Partners, LLC
Private Trust Co Na
Conning Inc.
Blue Barn Wealth, LLC
Capstone Investment Advisors, Llc
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
S.E.E.D. Planning Group LLC
Paulson Wealth Management Inc.
K.J. Harrison & Partners Inc
Kapstone Financial Advisors LLC
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
Sora Investors Llc
NewSquare Capital LLC
RMB Capital Management, LLC
Skopos Labs, Inc.
Cassaday & Co Wealth Management LLC
Rhumbline Advisers
Twin Tree Management, LP
Dnca Finance
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
Oliver Lagore Vanvalin Investment Group
Paces Ferry Wealth Advisors, Llc
Regatta Capital Group, Llc
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
TCG Advisory Services, LLC
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
Principal Financial Group Inc
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
Redhawk Wealth Advisors, Inc.
LMR Partners LLP
Harbor Investment Advisory, Llc
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
Bridgewealth Advisory Group, LLC
Collaborative Wealth Managment Inc.
Institute for Wealth Management, LLC.
DnB Asset Management AS
SlateStone Wealth, LLC
Chapin Davis, Inc.
LongView Wealth Management
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
Cubist Systematic Strategies, LLC
Kennon-Green & Company, LLC
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
Cohen Klingenstein LLC
Harwood Advisory Group, LLC
Johnson Financial Group, Inc.
KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund
Indiana Trust & Investment Management CO
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
Boston Research & Management Inc
Norden Group Llc
Gries Financial Llc
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
Kennedy Capital Management, Inc.
Patrick M Sweeney & Associates, Inc
Rexford Capital Inc
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
1st Source Bank
KPP Advisory Services LLC
GAMMA Investing LLC
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
Isthmus Partners, Llc
Td Private Client Wealth Llc
Peapack Gladstone Financial Corp
PENN SERIES FUNDS INC - Index 500 Fund
Candriam Luxembourg S.C.A.
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund
Ameritas Investment Partners, Inc.
Aull & Monroe Investment Management Corp
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
Great Valley Advisor Group, Inc.
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
LS Investment Advisors, LLC
DT Investment Partners, LLC
One Wealth Capital Management, Llc
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
FF Advisors,LLC
Trajan Wealth LLC
Zhang Financial LLC
DKRT Investments Corp.
J. Safra Sarasin Holding AG
MYIFX - MONETTA TRUST - Monetta Core Growth Fund
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
Mml Investors Services, Llc
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
Oversea-Chinese Banking CORP Ltd
Umpqua Bank
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
Profunds - Profund Vp Telecommunications
Asio Capital, LLC
Burke & Herbert Bank & Trust Co
Moisand Fitzgerald Tamayo, LLC
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
Seamount Financial Group Inc
Doliver Advisors, Lp
Bernardo Wealth Planning LLC
New England Capital Financial Advisors LLC
Advisory Alpha, LLC
WealthPLAN Partners, LLC
Bnp Paribas Arbitrage, Sa
Nuveen Core Equity Alpha Fund
Copperwynd Financial, LLC
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I)
URTH - iShares, Inc. - iShares MSCI World ETF
Bollard Group LLC
Syntax Research, Inc.
Moloney Securities Asset Management, LLC
PNQI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco NASDAQ Internet ETF
AE Wealth Management LLC
Garner Asset Management Corp
Aire Advisors, Llc
GK Wealth Management LLC
Aprio Wealth Management, LLC
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
Diligent Investors, LLC
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund
Ethic Inc.
Orca Investment Management, LLC
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
New England Asset Management Inc
Petix & Botte Co
Citizens National Bank Trust Department
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
Chemung Canal Trust Co
Northwest Wealth Management, Llc
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
Simplex Trading, Llc
Hayek Kallen Investment Management
Lewis Asset Management, LLC
Biltmore Family Office, LLC
Mason & Associates Inc
Camarda Financial Advisors, LLC
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
Ceredex Value Advisors LLC
NBZ Investment Advisors LLC
Banque Transatlantique SA
Standard Life Aberdeen plc
Mbb Public Markets I Llc
Fortress Private Ledger, Llc
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
Unique Wealth, Llc
Vista Investment Partners Llc
Deutsche Bank Ag\
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
Nicholas Hoffman & Company, LLC.
Glenview Trust Co
Wesbanco Bank Inc
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
Wellington Shields & Co., LLC
Consilio Wealth Advisors, Llc
Strategy Asset Managers Llc
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
Hilltop National Bank
DiNuzzo Private Wealth, Inc.
Traveka Wealth, LLC
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
Envestnet Portfolio Solutions, Inc.
PFG Investments, LLC
Equita Financial Network, Inc.
Up Strategic Wealth Investment Advisors Llc
National Bank Of Canada /fi/
Manufacturers Life Insurance Company, The
American Trust
Garrison Point Advisors, Llc
Community Bank, N.A.
CFC Planning Co LLC
Davy Global Fund Management Ltd
Ascent Group, LLC
Beutel, Goodman & Co Ltd.
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB
BXM Wealth LLC
Quadrature Capital Ltd
Agate Pass Investment Management, LLC
Hunter Associates Investment Management Llc
HHM Wealth Advisors, LLC
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
CHICAGO TRUST Co NA
Grandfield & Dodd, Llc
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
Pines Wealth Management, LLC
Barnes Pettey Financial Advisors, Llc
FDx Advisors, Inc.
Jones Financial Companies Lllp
Councilmark Asset Management, LLC
Icon Advisers Inc/co
Wealthfront Advisers Llc
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
Hemington Wealth Management
Chicago Partners Investment Group LLC
Modera Wealth Management, LLC
Putnam Fl Investment Management Co
Correct Capital Wealth Management
Summit Asset Management, LLC
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
Silver Coast Investments LLC
US Asset Management LLC
Crake Asset Management LLP
ENDW - EA Series Trust - Cambria Endowment Style ETF
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
Fullcircle Wealth Llc
Employees Retirement System of Texas
Cornerstone Strategic Value Fund Inc
Keeley-Teton Advisors, LLC
Interval Partners, LP
Constant Guidance Financial LLC
Steward Partners Investment Advisory, Llc
Wealthedge Investment Advisors, Llc
Exchange Capital Management, Inc.
Avion Wealth
Diversify Wealth Management, Llc
Novem Group
Convergence Financial, LLC
Summer Road Llc
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
Fruth Investment Management
Zullo Investment Group, Inc.
Cape Cod Five Cents Savings Bank
Bigelow Investment Advisors, LLC
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
Van Hulzen Asset Management, LLC
Ellsworth Advisors, LLC
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
Amplify ETF Trust - Amplify AI Powered Equity ETF
FSC Wealth Advisors, LLC
Duncker Streett & Co Inc
PENN SERIES FUNDS INC - Large Cap Growth Fund
TCI Wealth Advisors, Inc.
Wealth Management Partners, LLC
Waters Parkerson & Co., Llc
Liberty Square Wealth Partners Llc
Public Sector Pension Investment Board
Ridgecrest Wealth Partners, Llc
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
Parkside Financial Bank & Trust
DHJJ Financial Advisors, Ltd.
Hobbs Wealth Management, LLC
Axxcess Wealth Management, Llc
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
McIlrath & Eck, LLC
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
Ameriflex Group, Inc.
C2C Wealth Management, LLC
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
Accurate Wealth Management, LLC
Emerald Investment Partners, Llc
Wernau Asset Management Inc.
Check Capital Management Inc/ca
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
MML Series Investment Fund II - MML Equity Fund Initial Class
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
Jamison Private Wealth Management, Inc.
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
Howland Capital Management Llc
E Fund Management Co., Ltd.
Nelson Capital Management, LLC
Chiron Capital Management, Llc
Towercrest Capital Management
Cox Capital Mgt LLC
Legal & General Group Plc
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
Talon Private Wealth, LLC
Intellus Advisors LLC
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
Gateway Investment Advisers Llc
Alpha Omega Wealth Management LLC
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
Eaton Vance Tax-managed Buy-write Income Fund
Greystone Financial Group, LLC
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund
Meiji Yasuda Life Insurance Co
Quaker Wealth Management, LLC
Princeton Global Asset Management LLC
Wealthcare Capital Partners, LLC
Northstar Advisory Group, LLC
Calamos Strategic Total Return Fund
Carnegie Capital Asset Management, LLC
Great Lakes Retirement, Inc.
Hanson & Doremus Investment Management
3Chopt Investment Partners, LLC
Sargent Investment Group, LLC
Lipe & Dalton
Grandview Asset Management LLC
McClarren Financial Advisors, Inc.
Ade, Llc
FT Vest Total Return Income Fund: Series A3
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
Shayne & Co., Llc
Kavar Capital Partners Group, Llc
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
Pzena Investment Management Llc
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
Moseley Investment Management Inc
Prodigy Asset Management LLC
Sierra Capital LLC
Atlantic Trust, LLC
Resurgent Financial Advisors LLC
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
BCJ Capital Management, LLC
Schechter Investment Advisors, LLC
SILVER OAK SECURITIES, Inc
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
McElhenny Sheffield Capital Management, LLC
Boyar Asset Management Inc.
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class
Pictet & Cie (Europe) SA
First County Bank /CT/
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
Okabena Investment Services Inc
Mn Services Vermogensbeheer B.V.
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
Middleton & Co Inc/ma
Smith, Salley & Associates
Connors Funds - Connors Hedged Equity Fund Institutional Class
Dark Forest Capital Management Lp
Parr Mcknight Wealth Management Group, Llc
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
Financial Designs Corp
Birmingham Capital Management Co Inc/al
Addison Advisors LLC
Los Angeles Capital Management Llc
Rafferty Asset Management, LLC
Providence Capital Advisors, LLC
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
RiverFront Investment Group, LLC
Sunbeam Capital Management, LLC
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Fortress Financial Group, Llc
TFG Advisers LLC
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
RBB FUND, INC. - Aquarius International Fund
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
Rede Wealth, LLC
Interchange Capital Partners, LLC
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
First Citizens Financial Corp
Ethos Financial Group, LLC
Forte Capital Llc /adv
Tanager Wealth Management LLP
Atlanta Consulting Group Advisors, LLC
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
Barnes Dennig Private Wealth Management LLC
Evanson Asset Management, LLC
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
Klingman & Associates, LLC
AGH Wealth Advisors, LLC
Wealth Advisors of Iowa, LLC
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
Nomura Holdings Inc
Sompo Japan Nipponkoa Asset Management Co.,ltd.
E&G Advisors, LP
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
Ally Financial Inc.
FRG Family Wealth Advisors LLC
Confluence Wealth Services, Inc.
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
First Pacific Financial
National Wealth Management Group, LLC
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
Ironvine Capital Partners, LLC
SG Americas Securities, LLC
Plimoth Trust Co Llc
Alliance Wealth Advisors, LLC
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
Cornerstone Planning, LLC
LaFleur & Godfrey LLC
Dogwood Wealth Management LLC
Walter & Keenan Financial Consulting Co /mi/ /adv
Wingate Wealth Advisors, Inc.
DoubleLine ETF Adviser LP
JT Stratford LLC
Variant Private Wealth, LLC
Sovereign Financial Group, Inc.
Glenmede Investment Management, LP
RD Lewis Holdings, Inc.
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
Linscomb & Williams, Inc.
Blume Capital Management, Inc.
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
BOK Financial Private Wealth, Inc.
Citizens Business Bank
National Mutual Insurance Federation of Agricultural Cooperatives
Dudley Capital Management, Llc
Mizuho Securities Usa Llc
VGSAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Real Estate Securities Fund Class A
Evelyn Partners Asset Management Ltd
Beacon Financial Group
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
AlTi Global, Inc.
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
FineMark National Bank & Trust
Fortis Advisors, LLC
Baron Wealth Management LLC
Qvr Llc
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
Capital Investment Advisory Services, LLC
SFYF - Tidal ETF Trust - SoFi 50 ETF
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
Vista Investment Partners Ii, Llc
Elequin Capital Lp
Dohj, Llc
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
Palisade Asset Management, LLC
Bokf, Na
Impax Asset Management Group plc
Wittenberg Investment Management, Inc.
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
Gamco Investors, Inc. Et Al
AssuredPartners Investment Advisors, LLC
Carlton Hofferkamp & Jenks Wealth Management, LLC
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
Pictet Asset Management Holding SA
Trifecta Capital Advisors, LLC
Kiker Wealth Management, LLC
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
Coastwise Capital Group, LLC
Trust Asset Management LLC
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor
Matthew Goff Investment Advisor, LLC
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
Strategies Wealth Advisors, LLC
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class
Pavion Blue Capital, LLC
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
Retirement Systems of Alabama
Facet Wealth, Inc.
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
Objectivity Squared, LLC
Cannon Wealth Management Services, LLC
Connecticut Wealth Management, LLC
Westfuller Advisors, LLC
Sheaff Brock Investment Advisors, LLC
Paradigm Financial Partners, Llc
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
Twin City Private Wealth, Llc
Security National Bank
Iyo Bank, Ltd.
Smith Thornton Advisors LLC
Fidelis Capital Partners, LLC
Vanguard Capital Wealth Advisors
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
Park Square Financial Group, LLC
SBI Securities Co., Ltd.
Bank Julius Baer & Co. Ltd, Zurich
Luken Investment Analytics, LLC
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
Horizon Investments, LLC
AMF Pensionsforsakring AB
Aurdan Capital Management, LLC
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
Templeton & Phillips Capital Management, LLC
MeadowBrook Investment Advisors LLC
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
Keystone Investors Pte Ltd
Artemis Investment Management LLP
Group One Trading, L.p.
Haven Private, LLC
FLDFX - Meeder Funds - BALANCED FUND Retail Class
Bank Hapoalim Bm
Mill Creek Capital Advisors, LLC
Alteri Wealth LLC
Concord Wealth Partners
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
Quent Capital, LLC
MEMBERS Trust Co
Clear Investment Research, Llc
Wealth Advisory Solutions, LLC
Nan Shan Life Insurance Co., Ltd.
Spreng Capital Management, Inc.
LLGLX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Global Fund
My Personal CFO, LLC
BCIFX - BLUE CHIP INVESTOR FUNDS - Blue Chip Investor Fund
Carnegie Lake Advisors LLC
Wedge Capital Management L L P/nc
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
Klp Kapitalforvaltning As
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
Rocky Mountain Advisers, Llc
Axa S.a.
Accredited Investors Inc.
Colony Group, LLC
Prairie Wealth Advisors, Inc.
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
Monterey Private Wealth, Inc.
Wolff Wiese Magana Llc
Lesa Sroufe & Co
Cairn Investment Group, Inc.
Bangor Savings Bank
IFG Advisory, LLC
Visionary Horizons, LLC
Fiduciary Advisors, Inc.
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF
Wealthgarden F.s. Llc
Stephens Inc /ar/
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
James Investment Research Inc
Delta Financial Advisors Llc
V. M. Manning & Co., Inc.
Sapient Capital Llc
Caas Capital Management Lp
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
First Financial Corp /in/
Trexquant Investment LP
Modern Wealth Management, LLC
CGC Financial Services, LLC
TCM Advisors, LLC
Capstone Financial Advisors, Inc.
ORBA Wealth Advisors, L.L.C.
Corrado Advisors, Llc
Monograph Wealth Advisors, Llc
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
Brinker Capital Investments, LLC
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
Riverview Trust Co
MJT & Associates Financial Advisory Group, Inc.
Newport Trust Co
Costello Asset Management, INC
Robertson Stephens Wealth Management, LLC
Inceptionr Llc
Jessup Wealth Management, Inc
Napa Wealth Management
HCR Wealth Advisors
True North Advisors, LLC
Cromwell Holdings LLC
Westpac Banking Corp
Ashton Thomas Private Wealth, LLC
S.A. Mason LLC
Northeast Investment Management
Gen-Wealth Partners Inc
Tredje AP-fonden
Salem Investment Counselors Inc
Oppenheimer Asset Management Inc.
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
Seven Mile Advisory
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
Financially Speaking Inc
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
EUDV - PROSHARES TRUST - ProShares MSCI Europe Dividend Growers
Sather Financial Group Inc
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
Cornerstone Wealth Management, LLC
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
Davidson Trust Co
RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund
Perpetual Ltd
Viewpoint Capital Management LLC
Goelzer Investment Management, Inc.
Investment House Llc
Francis Financial, Inc.
Farther Finance Advisors, LLC
Geo Capital Gestora de Recursos Ltd
Apella Capital, LLC
Spectrum Wealth Counsel, LLC
Centiva Capital, LP
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
Diversified Enterprises, LLC
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A
Banque Cantonale Vaudoise
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
Strategic Wealth Designers
WASHINGTON TRUST Co
Griffin Asset Management, Inc.
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
GM Advisory Group, Inc.
180 Wealth Advisors, Llc
ISAM Funds (UK) Ltd
Gts Securities Llc
One Charles Private Wealth Services, LLC
Pinnacle Wealth Management Advisory Group, LLC
Pacer Advisors, Inc.
Legacy Wealth Managment, LLC/ID
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
Captrust Financial Advisors
SageView Advisory Group, LLC
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF
Financial Advocates Investment Management
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
Absher Wealth Management, Llc
Hennion & Walsh Asset Management, Inc.
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
Royal Bank Of Canada
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
Rockland Trust Co
Millennium Management Llc
Professional Advisory Services Inc
VBCVX - VALIC Co I - Systematic Value Fund
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
Argent Capital Management Llc
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
Vaughan David Investments Inc/il
Obermeyer Wood Investment Counsel, Lllp
Hudson Value Partners, LLC
Drive Wealth Management, Llc
NGREX - Northern Funds - Northern Global Real Estate Index Fund
Jupiter Asset Management Ltd
Newman Dignan & Sheerar, Inc.
Dynamic Technology Lab Private Ltd
Thematics Asset Management
Douglass Winthrop Advisors, LLC
Prentice Wealth Management LLC
Peak6 Llc
Financial Council Asset Management Inc
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
Creative Planning
TFR Capital, LLC.
Armstrong Henry H Associates Inc
Maia Wealth LLC
Edge Wealth Management LLC
Atlantic Private Wealth, LLC
Pin Oak Investment Advisors Inc
Kovack Advisors, Inc.
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
Retirement Planning Group, Llc / Ny
Heritage Trust Co
United Bank
Gibbs Wealth Management
Peoples Financial Services Corp.
Broad Run Investment Management, LLC
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
Pittenger & Anderson Inc
Savant Capital, LLC
WealthPlan Investment Management, LLC
Apriem Advisors
Philadelphia Trust Co
Evergreen Capital Management Llc
Cooper Financial Group
King Wealth
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
Chescapmanager LLC
Wealth Effects Llc
Johnson Investment Counsel Inc
Provenance Wealth Advisors, LLC
Sippican Capital Advisors
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
PDS Planning, Inc
Investment Advisory Group, LLC
Eaton Vance Tax-managed Global Diversified Equity Income Fund
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
Capital Square, LLC
STXG - EA Series Trust - Strive 1000 Growth ETF
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
Lmcg Investments, Llc
Lynch Asset Management, Inc.
Family Legacy Financial Solutions, LLC
Hobart Private Capital, LLC
SSO - PROSHARES TRUST - ProShares Ultra S&P500
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
Citadel Investment Advisory, Inc.
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
Evelyn Partners Investment Management LLP
High Note Wealth, LLC
Hendershot Investments Inc.
St Germain D J Co Inc
BLB&B Advisors, LLC
UBS Group AG
Tritonpoint Wealth, Llc
Acropolis Investment Management, LLC
EULAV Asset Management
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A
Metis Global Partners, LLC
MGRIX - Marsico Investment Fund - Marsico Growth Fund
Beverly Hills Private Wealth, LLC
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
Cordant, Inc.
First Horizon Advisors, Inc.
Gemmer Asset Management LLC
Bright Futures Wealth Management, LLC.
Wiser Advisor Group LLC
Weaver Consulting Group
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
Stonebridge Capital Advisors LLC
Capula Management Ltd
Mogy Joel R Investment Counsel Inc
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A
Park Place Capital Corp
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6
Oppenheimer & Co Inc
Bank Of Stockton
BlackRock Capital Allocation Trust
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
State Of Wisconsin Investment Board
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
Bridgewater Advisors Inc.
Capital Investment Advisors, LLC
Lvm Capital Management Ltd/mi
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
Scotia Capital Inc.
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
Motley Fool Asset Management LLC
Humankind Benefit Corp - Humankind US Stock ETF
Nabity-Jensen Investment Management Inc
Huntington National Bank
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
Mather Group, Llc.
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
Cigna Investments Inc /new
Nemes Rush Group LLC
Jacobs & Co/ca
Rialto Wealth Management, LLC
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
Baldwin Investment Management, LLC
Voya Investment Management Llc
Titleist Asset Management, Llc
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
Parsons Capital Management Inc/ri
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
Chancellor Financial Group WB LP
Cornerstone Total Return Fund Inc
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund
Maryland Capital Advisors Inc.
TOWER TRUST & INVESTMENT Co
Gabelli Equity Trust Inc
New York State Common Retirement Fund
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
Aberdeen Wealth Management LLC
Miracle Mile Advisors, LLC
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
Oregon Public Employees Retirement Fund
Bridgeway Capital Management Inc
M&t Bank Corp
Carl P. Sherr & Co., LLC
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
DekaBank Deutsche Girozentrale
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
Cypress Capital Management LLC (WY)
Ostrum Asset Management
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
J.w. Cole Advisors, Inc.
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
Fca Corp /tx
CarsonAllaria Wealth Management, Ltd.
Horizon Investment Services, LLC
Qube Research & Technologies Ltd
Kathmere Capital Management, LLC
Lorne Steinberg Wealth Management Inc.
Sequoia Financial Advisors, LLC
Veracity Capital LLC
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
VELA Funds - VELA Large Cap 130/30 Fund Class I
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
1 North Wealth Services Llc
Auxier Asset Management
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
FourThought Financial Partners, LLC
Globeflex Capital L P
CIBC World Markets Inc.
New World Advisors LLC
Kennebec Savings Bank
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
Albion Financial Group /ut
Public Employees Retirement Association Of Colorado
M. Kulyk & Associates, LLC
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
Triglav Skladi, D.o.o.
Police & Firemen's Retirement System of New Jersey
Verdence Capital Advisors LLC
Hartline Investment Corp/
Tyler-Stone Wealth Management
MSH Capital Advisors LLC
Buckingham Strategic Partners
Wetherby Asset Management Inc
Varma Mutual Pension Insurance Co
Prudential Financial Inc
Arizona State Retirement System
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
BCS Wealth Management
Gw Henssler & Associates Ltd
Foster & Motley Inc
Hartland & Co., LLC
Capitol Family Office, Inc.
BlueCrest Capital Management Ltd
FSA Wealth Management LLC
Handelsbanken Fonder AB
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
RedJay Asset Management Inc.
Manchester Financial Inc
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
Ctc Llc
Mechanics Financial Corp
Bogart Wealth, LLC
Glassy Mountain Advisors, Inc.
Grace & Mercy Foundation, Inc.
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
Everpar Advisors Llc
Azimuth Capital Investment Management LLC
Monarch Capital Management Inc/
Maseco Llp
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
Lazard Freres Gestion S.A.S.
First Trust Advisors Lp
Diversified Trust Co
MML SERIES INVESTMENT FUND - MML Global Fund Class I
Hm Payson & Co
Centennial Wealth Advisory LLC
Summit Wealth Group Llc / Co
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
Family Capital Trust Co
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
Centricity Wealth Management, LLC
Vision Capital Management, Inc.
FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio
Moneta Group Investment Advisors Llc
AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
Dakota Community Bank & Trust NA
North Star Investment Management Corp.
Keebeck Wealth Management, LLC
Morningstar Investment Services LLC
Westend Capital Management LLC
FT Vest Hedged Equity Income Fund: Series A3
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
AIMZ Investment Advisors, LLC
Gitterman Wealth Management, LLC
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
Stonekeep Investments, LLC
Beck Mack & Oliver Llc
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
Marco Investment Management Llc
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
Savvy Advisors, Inc.
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class
Folger Nolan Fleming Douglas Capital Management, Inc
MML Series Investment Fund II - MML Equity Rotation Fund Class II
ASB Consultores, LLC
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
AllianzGI Artificial Intelligence & Technology Opportunities Fund
Arnhold LLC
ABN AMRO Bank N.V.
Bellwether Advisors, LLC
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
Napatree Capital Llc
CHURCHILL MANAGEMENT Corp
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
PSI Advisors, LLC
Symphony Financial, Ltd. Co.
TOGA - Managed Portfolio Series - Tremblant Global ETF
Cascade Financial Partners, LLC
Helios Capital Management Pte. Ltd
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
Blueshift Asset Management, LLC
Naviter Wealth, LLC
IFG Advisors, LLC
Cambria Investment Management, L.P.
Woodley Farra Manion Portfolio Management Inc
Walleye Capital LLC
Nations Financial Group Inc, /ia/ /adv
Journey Advisory Group, LLC
Dynasty Wealth Management, Llc
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
Becker Capital Management Inc
Signature Estate & Investment Advisors Llc
Thoroughbred Financial Services, Llc
Rogco, Lp
Canandaigua National Bank & Trust Co
Kayne Anderson Rudnick Investment Management Llc
Allred Capital Management, LLC
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
Pandora Wealth, Inc.
Tompkins Financial Corp
Blackrock Enhanced Equity Dividend Trust
Wealth Preservation Advisors, LLC
Simplicity Wealth,LLC
Everence Capital Management Inc
Navalign, LLC
Alexander Labrunerie & Co., Inc.
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
Redwood Park Advisors LLC
Certified Advisory Corp
Ag2r La Mondiale Gestion D'actifs
Financial Advisory Corp /ut/ /adv
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
Claris Advisors, Llc / Mo /
BLPIX - Profunds - Bull Profund Investor Class
Valued Wealth Advisors LLC
H&H Retirement Design & Management INC
Independent Investors Inc
Orion Portfolio Solutions, LLC
Pathway Financial Advisors LLC
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
Kentucky Trust Co
Founders Financial Alliance, LLC
Riggs Asset Managment Co. Inc.
AlphaStar Capital Management, LLC
Dorsey & Whitney Trust CO LLC
Atwood & Palmer Inc
Ing Groep Nv
Spears Abacus Advisors LLC
Trueblood Wealth Management, LLC
Truvestments Capital Llc
Schaper Benz & Wise Investment Counsel Inc/wi
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
Alliance Wealth Advisors, LLC /UT
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
Clifford Capital Partners Llc
Rothschild Capital Partners, LLC
Welch & Forbes Llc
Teamwork Financial Advisors, LLC
Calton & Associates, Inc.
Eqis Capital Management, Inc.
TriaGen Wealth Management LLC
Enterprise Financial Services Corp
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
Mill Capital Management, LLC
Skylands Capital, LLC
JTC Employer Solutions Trusteee Ltd
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
Murphy Pohlad Asset Management LLC
Hutchinson Capital Management/ca
Ballast, Inc.
Victory Capital Management Inc
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
Marino, Stram & Associates Llc
Monetary Management Group Inc
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
NorthCrest Asset Manangement, LLC
Perennial Advisors, LLC
Jacobsen Capital Management
Wesleyan Assurance Society
State Farm Mutual Automobile Insurance Co
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
Annis Gardner Whiting Capital Advisors, LLC
CBIZ Investment Advisory Services, LLC
Baker Avenue Asset Management, LP
Confluence Investment Management Llc
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
DeDora Capital, Inc.
Cardinal Point Capital Management, ULC
Fortis Capital Management LLC
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
GoalVest Advisory LLC
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
Mitsubishi UFJ Asset Management (UK) Ltd.
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
Texas Yale Capital Corp.
BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF
FT Vest Hedged Equity Income Fund: Series B1
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
Meeder Advisory Services, Inc.
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
Resources Management Corp /ct/ /adv
Knuff & Co LLC
Hamilton Capital, LLC
Steel Peak Wealth Management LLC
Founders Capital Management
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
Redwood Financial Network Corp
Koesten, Hirschmann & Crabtree, INC.
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
Lafayette Investments, Inc.
Fwl Investment Management, Llc
J. W. Coons Advisors, LLC
Public Employees Retirement System Of Ohio
Roberts Wealth Advisors, LLC
Cheviot Value Management, LLC
Williams Jones Wealth Management, LLC.
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
Fisher Asset Management, LLC
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
Optas, LLC
American Capital Advisory, LLC
Cladis Investment Advisory, LLC
St. Louis Financial Planners Asset Management, LLC
Sonora Investment Management Group, LLC
Stratos Wealth Partners, LTD.
Formidable Asset Management, LLC
Renaissance Technologies Llc
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
Flynn Zito Capital Management, Llc
Financial Management Professionals, Inc.
Voleon Capital Management Lp
Diamond Hill Capital Management Inc
Alyeska Investment Group, L.P.
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
Aqr Capital Management Llc
Independent Advisor Alliance
Jpmorgan Chase & Co
PENN SERIES FUNDS INC - Large Cap Value Fund
Martin & Co Inc /tn/
Aspire Growth Partners LLC
LPL Financial LLC
Gould Asset Management Llc /ca/
Cresset Asset Management, LLC
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
Platform Technology Partners
Wright Investors Service Inc
Sterling Investment Counsel, LLC
SJS Investment Consulting Inc.
PBMares Wealth Management LLC
Patton Albertson Miller Group, Llc
Nuveen Multi-Asset Income Fund
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
1620 Investment Advisors, Inc.
IXP - iSHARES TRUST - iShares Global Comm Services ETF
TigerOak Management, L.L.C.
Horizon Financial Services, Llc
Horizon Kinetics Asset Management Llc
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
Pacific Center for Financial Services
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
West Oak Capital, LLC
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
Beacon Capital Management, LLC
Coldstream Capital Management Inc
Caption Management, LLC
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
Bell & Brown Wealth Advisors, Llc
Tower Bridge Advisors
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class
Crews Bank & Trust
Aaron Wealth Advisors LLC
Milestone Asset Management, Llc
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
Aegon Asset Management Uk Plc
Evolution Advisers, Inc.
River Street Advisors LLC
Limestone Investment Advisors LP
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
Hall Laurie J Trustee
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
Northside Capital Management, LLC
Advisory Services Network, LLC
Synergy Investment Management, LLC
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
Shakespeare Wealth Management, Inc.
Mendel Money Management
CIBC Asset Management Inc
Evelyn Partners Investment Management Services Ltd
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
Midland Wealth Advisors Llc
Mizuho Securities Co. Ltd.
Peninsula Asset Management Inc
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
South Plains Financial, Inc.
ArrowMark Colorado Holdings LLC
Kmg Fiduciary Partners, Llc
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
Consolidated Investment Group LLC
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
Lazard Asset Management Llc
Squarepoint Ops LLC
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
Tortoise Investment Management, LLC
Marietta Wealth Management, LLC
Collier Financial
Nilsine Partners, LLC
Marks Group Wealth Management, Inc
Sendero Wealth Management, LLC
Manchester Capital Management LLC
Trust Co of the South
PFG Advisors
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
North Capital, Inc.
JPL Wealth Management, LLC
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF
Garden State Investment Advisory Services LLC
Yoffe Investment Management, LLC
Bank Of Nova Scotia Trust Co
Gerber Kawasaki Wealth & Investment Management
Procyon Private Wealth Partners, LLC
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
LVPIX - Profunds - Large-cap Value Profund Investor Class
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
Summit Global Investments
Causeway Capital Management Llc
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
Profit Investment Management, LLC
Steigerwald, Gordon & Koch Inc.
Tenon Financial LLC
Cullen Capital Management, LLC
CFO4Life Group, LLC
ProShare Advisors LLC
Trust Co
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares
James J. Burns & Company, LLC
Waddell & Associates, Llc
Rakuten Investment Management, Inc.
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
Camden Capital, LLC
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Friedenthal Financial
Guardian Wealth Management, Inc.
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A
Fulcrum Asset Management LLP
Everhart Financial Group, Inc.
Twin Capital Management Inc
Boston Partners
Essex Financial Services, Inc.
LifeSteps Financial, Inc.
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
Mascoma Wealth Management LLC
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
Glen Eagle Advisors, LLC
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
First Affirmative Financial Network
Founders Financial Securities Llc
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
Miller Investment Management, LP
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
Perennial Investment Advisors, LLC
Larson Financial Group LLC
Mount Yale Investment Advisors, LLC
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
HighPoint Advisor Group LLC
FT Vest Total Return Income Fund: Series A2
Meridian Wealth Advisors, LLC
Texas Capital Bank Wealth Management Services Inc
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
INDS - Pacer Funds Trust - Pacer Benchmark Industrial Real Estate SCTR ETF
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
BlackRock, Inc.
Vanguard Group Inc
Nvest Financial, LLC
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
Schrum Private Wealth Management LLC
Orion Capital Management LLC
BCGM Wealth Management, LLC
Sherman Asset Management, Inc.
Armstrong Advisory Group, Inc
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
Man Group plc
Bessemer Group Inc
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
Ami Asset Management Corp
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
Golden State Equity Partners
Davis Capital Management
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
Caldwell Securities, Inc
Triton Wealth Management, PLLC
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
Atlas Legacy Advisors, LLC
PACIFIC SELECT FUND - Equity Index Portfolio Class I
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
Moody National Bank Trust Division
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
Kanawha Capital Management Llc
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
Bay Harbor Wealth Management, LLC
Sava Infond d.o.o.
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
Wealth Architects, LLC
SOA Wealth Advisors, LLC.
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
My Legacy Advisors, LLC
Partners Wealth Management, Llc
Capital Markets Trading UK LLP
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
FT Vest Total Return Income Fund: Series A4
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
Logan Capital Management Inc
Level Four Advisory Services, Llc
Clarius Group, LLC
Ameriprise Financial Inc
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
HF Advisory Group, LLC
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
Brucke Financial, Inc.
Arcataur Capital Management LLC
Generali Investments, Management Co LLC
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
Vectors Research Management, LLC
Solitude Financial Services
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
RBF Capital, LLC
Colonial Trust Co / SC
Manhattan West Asset Management, LLC
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
Palumbo Wealth Management LLC
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
Pcg Asset Management, Llc
Janney Capital Management LLC
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
Legacy Financial Advisors, Inc.
Beaton Management Co. Inc.
Fairfield Financial Advisors, LTD
Viking Global Investors Lp
Quest Investment Management Llc
Leibman Financial Services, Inc.
TruWealth Advisors, LLC
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
Fifth Third Wealth Advisors LLC
Smallwood Wealth Investment Management, LLC
Client 1st Advisory Group, Llc
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
Versant Capital Management, Inc
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
Tradewinds Capital Management, LLC
Cornercap Investment Counsel Inc
IFS Advisors, LLC
Operose Advisors LLC
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
Gabelli Funds Llc
Meadow Creek Wealth Advisors Llc
Creegan & Nassoura Financial Group, LLC
Simon Quick Advisors, Llc
Sand Hill Global Advisors, LLC
1832 Asset Management L.P.
Widmann Financial Services, Inc.
Summit Trail Advisors, Llc
DDM - PROSHARES TRUST - ProShares Ultra Dow30
Chilton Capital Management Llc
FORM Wealth Advisors, LLC
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares
Analyst IMS Investment Management Services Ltd.
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
Financial Network Wealth Management LLC
U.S. Capital Wealth Advisors, LLC
Asset Management One Co., Ltd.
Sterling Wealth Management, Inc.
Aspire Private Capital, LLC
Dynamic Wealth Strategies, LLC
Keel Point, LLC
Legacy Bridge, LLC
Accent Capital Management, LLC
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
Carret Asset Management, Llc
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
Allegheny Financial Group LTD
Kcm Investment Advisors Llc
Cornerstone Advisory, LLC
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
VGRLX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Admiral
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
Investment Partners, Ltd.
Sumitomo Mitsui DS Asset Management Company, Ltd
Bowen Hanes & Co Inc
Iams Wealth Management, Llc
RMG Wealth Management LLC
Neuberger Berman Group LLC
First United Bank Trust/
Waterfront Wealth Inc.
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
Waterloo Capital, L.P.
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
Point72 Asset Management, L.P.
Mmbg Investment Advisors Co.
Alerus Financial Na
Leonard Rickey Investment Advisors P.L.L.C.
Nordwand Advisors, LLC
ICICI Prudential Asset Management Co Ltd
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
Synergy Financial Group, LTD
METV - Listed Funds Trust - Roundhill Ball Metaverse ETF
New Hampshire Trust
Stonebridge Capital Management Inc
Chesley Taft & Associates LLC
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
WPG Advisers, LLC
Farmers & Merchants Trust Co of Long Beach
Per Stirling Capital Management, LLC.
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
Taikang Asset Management (Hong Kong) Co Ltd
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
Tower Research Capital LLC (TRC)
Kilter Group LLC
XLSR - SSGA Active Trust - SPDR(R) SSGA US Sector Rotation ETF
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
RFG Advisory, LLC
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund
Conway Capital Management, Inc.
Lakeshore Capital Group, Inc.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
KLCM Advisors, Inc.
Fonville Wealth Management LLC
Treasurer of the State of North Carolina
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
Promus Capital, LLC
Greenwood Capital Associates Llc
Shelton Capital Management
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
Townsquare Capital Llc
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
Minot DeBlois Advisors LLC
Cozad Asset Management Inc
Hrt Financial Lp
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
Sofos Investments, Inc.
Trace Wealth Advisors, LLC
Seelaus Asset Management LLC
FT Vest Total Return Income Fund: Series B1
Meridian Wealth Partners, LLC
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
Qrg Capital Management, Inc.
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
WESCAP Management Group, Inc.
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
Picton Mahoney Asset Management
Empower Advisory Group, LLC
Alecta Pensionsforsakring, Omsesidigt
Financial Network Wealth Advisors LLC
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
One Wealth Advisors, LLC
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
Amplius Wealth Advisors, LLC
MILN - Global X Funds - Global X Millennials Thematic ETF
Sterling Investment Advisors, Ltd.
Penserra Capital Management LLC
Global Trust Asset Management, LLC
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
Nuveen, LLC
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
Capital CS Group, LLC
Gould Capital, LLC
Winthrop Capital Management, LLC
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
Keudell/Morrison Wealth Management
Richard W. Paul & Associates, LLC
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
Jacobi Capital Management LLC
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
Lbmc Investment Advisors, Llc
Pnc Financial Services Group, Inc.
Ariel Investments, Llc
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
Anfield Capital Management, LLC
Inlet Private Wealth, LLC
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
DecisionMap Wealth Management, LLC
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
Radnor Capital Management, LLC
Edmond De Rothschild Holding S.a.
QV Investors Inc.
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
Schwarz Dygos Wheeler Investment Advisors Llc
Enhancing Capital LLC
Capital Asset Advisory Services LLC
United Advisor Group, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
Parisi Gray Wealth Management
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
Alpine Bank Wealth Management
Transcend Wealth Collective, Llc
MKT Advisors LLC
Peak Asset Management, LLC
Rathbone Brothers plc
Gsa Capital Partners Llp
Verus Capital Partners, Llc
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
Byrne Asset Management LLC
Resonant Capital Advisors, LLC
Charter Research & Investment Group, Inc.
BI Asset Management Fondsmaeglerselskab A/S
Vega Investment Solutions
M. Kraus & Co
Wealth Advisors of Tampa Bay, LLC
Bare Financial Services, Inc
Old Point Trust & Financial Services N A
Advantage Trust Co
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
DAVENPORT & Co LLC
Personal Cfo Solutions, Llc
MGGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Opportunity Portfolio Class I
Mindset Wealth Management, Llc
Cypress Capital Group
DDFG, Inc
Center for Financial Planning, Inc.
Harbour Investment Management Llc
Channel Wealth Llc
DJE Kapital AG
Rockingstone Advisors LLC
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
Crawford Investment Counsel Inc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
Dodds Wealth, LLC
Flagship Harbor Advisors, Llc
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I
Holistic Planning, LLC
Sage Investment Counsel LLC
Sound View Wealth Advisors Group, LLC
Meridian Wealth Management, LLC
Fermata Advisors, LLC
Flossbach Von Storch Ag
Swedbank AB
Second Half Financial Partners, LLC
Yousif Capital Management, Llc
Atticus Wealth Management, Llc
Vicus Capital
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
Mariner, LLC
Johnson Financial Group, LLC
Sig Brokerage, Lp
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
Boothbay Fund Management, Llc
Integrated Advisors Network LLC
Transatlantique Private Wealth Llc
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
Aquatic Capital Management LLC
Oak Hill Wealth Advisors, Llc
Woodline Partners LP
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
Exchange Traded Concepts, Llc
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
Eaton Vance Tax-managed Buy-write Opportunities Fund
RVW Wealth, LLC
JustInvest LLC
Retirement Planning Co of New England, Inc.
Clearbridge Investments, LLC
Elmwood Wealth Management, Inc.
HBK Sorce Advisory LLC
Ignite Planners, LLC
Destination Wealth Management
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
Howe & Rusling Inc
Arcus Capital Partners, LLC
Wealth Alliance
Markel Corp
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
RSPC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Communication Services ETF
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF
Figure 8 Investment Strategies Llc
Yacktman Asset Management Lp
Wealthspire Advisors, LLC
First American Bank
Ackerman Capital Advisors, LLC
Callahan Advisors, LLC
Xponance, Inc.
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
Stokes Family Office, LLC
Narwhal Capital Management
Mission Wealth Management, Lp
Crane Advisory, LLC
Bristlecone Advisors, LLC
BSW Wealth Partners
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
PRESX - T. Rowe Price International Funds, Inc. - T. Rowe Price European Stock Fund
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
Eagle Capital Management Llc
Wolf Group Capital Advisors
Osprey Private Wealth LLC
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
Kirr Marbach & Co Llc /in/
California State Teachers Retirement System
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
O'Keefe Stevens Advisory, Inc.
Mitchell & Pahl Private Wealth, Llc
Cascades Capital Asset Management, LLC
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
Leith Wheeler Investment Counsel Ltd.
Tiaa Trust, National Association
Semmax Financial Advisors Inc.
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
Massachusetts Financial Services Co /ma/
Mane Global Capital Management Lp
Wimmer Associates 1, Llc
Sigma Planning Corp
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
Conscious Wealth Investments, Llc
National Pension Service
Groupe la Francaise
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
Key FInancial Inc
Magnolia Capital Advisors Llc
Childress Capital Advisors, Llc
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
Brown Miller Wealth Management, LLC
Susquehanna International Group, Llp
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
Meritage Portfolio Management
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
Davis R M Inc
Cary Street Partners Financial Llc
Investment Partners Asset Management, Inc.
Gabelli Dividend & Income Trust
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
Diamant Asset Management, Inc.
Tacita Capital Inc
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
Integrated Wealth Concepts LLC
Nuveen S&p 500 Dynamic Overwrite Fund
Lincoln Capital LLC
Elser Financial Planning, Inc
HFM Investment Advisors, LLC
BankPlus Trust Department
Adirondack Trust Co
Park National Corp /oh/
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
Hickory Point Bank & Trust
Hixon Zuercher, LLC
Consultiva Wealth Management, Corp.
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF
Granite Investment Partners, LLC
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
FT Vest Hedged Equity Income Fund: Series A2
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
Bradyco, Inc.
Volterra Technologies LP
Ameritas Advisory Services, LLC
First National Bank Of Omaha
GHP Investment Advisors, Inc.
Global Retirement Partners, LLC
Lido Advisors, LLC
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
Point72 Italy, S.r.l.
Schulhoff & Co Inc
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S
Palogic Value Management, L.P.
Castlekeep Investment Advisors Llc
Keystone Wealth Services, LLC
United Capital Financial Advisers, Llc
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
Venture Visionary Partners LLC
Mascagni Wealth Management, Inc.
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
Financial Advisory Service, Inc.
Creekmur Asset Management LLC
Abound Wealth Management
Global Wealth Strategies & Associates
Mutual Of America Capital Management Llc
Sandhill Capital Partners LLC
Hosking Partners LLP
William Allan, Llc
BNP Paribas Asset Management Holding S.A.
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
Meriwether Wealth & Planning, LLC
Sittner & Nelson, Llc
Wiley Bros.-aintree Capital, Llc
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
Savoie Capital LLC
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
OOTO - Direxion Shares ETF Trust - Direxion Daily Travel & Vacation Bull 2X Shares
St. Louis Trust Co
Kapitalo Investimentos Ltda
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
Pinnbrook Capital Management Lp
Harrell Investment Partners, Llc
Integrity Wealth Advisors, Inc.
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
Erste Asset Management GmbH
Rainey & Randall Investment Management Inc.
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
Armis Advisers, LLC
Wescott Financial Advisory Group, LLC
MainStreet Investment Advisors LLC
MPS Loria Financial Planners, LLC
Houlihan Financial Resource Group, Ltd.
Genesee Capital Advisors, LLC
Solstein Capital, LLC
Meiji Yasuda Asset Management Co Ltd.
Regions Financial Corp
Twelve Points Wealth Management LLC
Wedbush Securities Inc
Whitener Capital Management, Inc.
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
Dover Advisors, Llc
Lineweaver Wealth Advisors, LLC
Ritholtz Wealth Management
Catalyst Capital Advisors LLC
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
J. L. Bainbridge & Co., Inc.
American Money Management, LLC
Hartford Investment Management Co
Turim 21 Investimentos Ltda.
Baron Silver Stevens Financial Advisors, Llc
Gradient Capital Advisors, LLC
Shellback Capital, LP
Mitsubishi UFJ Trust & Banking Corp
Southeastern Asset Management Inc/tn/
King Luther Capital Management Corp
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
Clifford Swan Investment Counsel Llc
Beacon Financial Advisory LLC
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
Easterly Investment Partners Llc
Jennison Associates Llc
Ritter Daniher Financial Advisory LLC / DE
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
Progressive Investment Management Corp
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
Bull Street Advisors, LLC
Clarkston Capital Partners, LLC
Staley Capital Advisers Inc
Mechanics Bank Trust Department
Schmidt P J Investment Management Inc
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
Blue Zone Wealth Advisors, LLC
Howard Hughes Medical Institute
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund
Busey Wealth Management
St. Johns Investment Management Company, LLC
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
Farmers & Merchants Investments Inc
Gs Investments, Inc.
Horizon Bancorp Inc /in/
Trustco Bank Corp N Y
Burney Co/
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares
Point72 (DIFC) Ltd
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
Pallas Capital Advisors LLC
River Wealth Advisors LLC
Gardner Russo & Quinn Llc
Thrivent Financial For Lutherans
Baird Financial Group, Inc.
Kestra Advisory Services, LLC
Shum Financial Group, Inc.
McDonough Capital Management, Inc
ROSS\JOHNSON & Associates LLC
Boltwood Capital Management
Boreal Capital Management LLC
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund
Teacher Retirement System Of Texas
Woodstock Corp
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
Am Investment Strategies Llc
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
Empowered Funds, LLC
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
Avenir Corp
Principal Street Partners, LLC
Regent Peak Wealth Advisors LLC
Berkshire Bank
Signet Investment Advisory Group, Inc.
Benin Management CORP
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
Kovitz Investment Group Partners, LLC
Bank Of Nova Scotia
Venturi Wealth Management, LLC
Terril Brothers, Inc.
CSM Advisors, LLC
Allen Capital Group, LLC
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio
Ci Investments Inc.
Prudential Plc
Rowland & Co Investment Counsel/adv
Dearborn Partners Llc
Bahl & Gaynor Inc
Nuveen Nasdaq 100 Dynamic Overwrite Fund
Bfsg, Llc
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
First Manhattan Co
Landscape Capital Management, L.l.c.
Strait & Sound Wealth Management LLC
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
Clark Asset Management, LLC
Sender Co & Partners, Inc.
Amalgamated Bank
MBOVX - M FUND INC - M Large Cap Value Fund
Fiduciary Family Office, Llc
Decker Retirement Planning Inc.
Farmers Trust Co
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
Coastal Bridge Advisors, LLC
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
Morton Capital Management LLC/CA
Banco Bilbao Vizcaya Argentaria, S.a.
Valicenti Advisory Services Inc
Evelyn Partners Investment Management (Europe) Ltd
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
STFGX - Advisers Investment Trust - State Farm Growth Fund
LRI Investments, LLC
Morningstar Investment Management LLC
Beta Wealth Group, Inc.
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
First PREMIER Bank
IWV - iSHARES TRUST - iShares Russell 3000 ETF
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
Romano Brothers And Company
Perfromance Wealth Partners, LLC
Maverick Capital Ltd
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
Quantum Financial Advisors, LLC
Kentucky Retirement Systems Insurance Trust Fund
Crux Wealth Advisors
Richmond Investment Services, LLC
Nfj Investment Group, Llc
Prestige Wealth Management Group LLC
Grimes & Company, Inc.
Eclectic Associates Inc /adv
Geneos Wealth Management Inc.
Independent Solutions Wealth Management, LLC
denkapparat Operations GmbH
BEAM Asset Management, LLC
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
Earnest Partners Llc
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
Hedges Asset Management LLC
Green Harvest Asset Management LLC
Papp L Roy & Associates
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
EWG Elevate Inc.
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
Pinnacle Associates Ltd
Cyndeo Wealth Partners, LLC
Primecap Management Co/ca/
American Financial Advisors, LLC
Eads & Heald Wealth Management
CMT Capital Markets Trading GmbH
Lombard Odier Asset Management (Switzerland) SA
Financial Security Advisor, Inc.
Hager Investment Management Services, Llc
Spinnaker Trust
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
Gardner Lewis Asset Management L P
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
Voya Financial Advisors, Inc.
Avantax Planning Partners, Inc.
Financial Advisors Network, Inc.
Semper Augustus Investments Group Llc
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
Avanza Fonder AB
Macroview Investment Management Llc
Caliber Wealth Management, LLC / KS
Unified Investment Management
NewEdge Wealth, LLC
Good Life Advisors, LLC
Mach-1 Financial Group, Inc.
Advyzon Investment Management, LLC
H&H International Investment, LLC
Geode Capital Management, Llc
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
Vestmark Advisory Solutions, Inc.
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
Investment Research & Advisory Group, Inc.
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
Legacy Financial Group, Inc.
Berger Financial Group, Inc
Sivia Capital Partners, LLC
Cordatus Wealth Management LLC
Twin Lakes Capital Management, LLC
Smith Anglin Financial, LLC
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
First National Advisers, LLC
Wealth Management Associates, Inc.
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
JB Capital LLC
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
Politan Capital Management LP
Dai-Ichi Life Insurance Company, Ltd
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
Fiduciary Group LLC
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
Hughes Financial Services, LLC
Atlas Brown,Inc.
Lawson Kroeker Investment Management Inc/ne
Balboa Wealth Partners
Ridgewood Investments LLC
Canton Hathaway, LLC
First Financial Group Corp
Optimum Investment Advisors
Brevan Howard Capital Management LP
Firethorn Wealth Partners, Llc
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
Intellectus Partners, LLC
TD Capital Management LLC
Icon Wealth Advisors, LLC
BFOR - ALPS ETF Trust - Barron's 400 ETF
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
Horan Capital Advisors, LLC.
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
South Dakota Investment Council
Cedar Mountain Advisors, LLC
Wealth Enhancement Advisory Services, Llc
Compass Capital Management, Inc
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
High Net Worth Advisory Group LLC
XLC - SELECT SECTOR SPDR TRUST - The Communication Services Select Sector SPDR Fund
Acadian Asset Management Llc
Bartlett & Co. Wealth Management Llc
Hall Capital Management Co Inc
First International Bank & Trust
Spdr S&p 500 Etf Trust
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
Beese Fulmer Investment Management, Inc.
Triavera Capital LLC
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
Front Row Advisors LLC
ROPE - EA Series Trust - Coastal Compass 100 ETF
Principle Wealth Partners Llc
Sentinus, LLC
Sunbelt Securities, Inc.
QTR Family Wealth, LLC
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
Gabelli Multimedia Trust Inc.
Adage Capital Partners Gp, L.l.c.
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
Korea Investment CORP
Capital International Investors
RFG - Bristol Wealth Advisors, LLC
LeConte Wealth Management, LLC
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
Main Street Group, LTD
Silvercrest Asset Management Group Llc
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
Boyd Watterson Asset Management Llc/oh
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
Graybill Bartz & Assoc Ltd
Lakeshore Financial Planning, Inc.
Investment Management Corp of Ontario
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
Elo Mutual Pension Insurance Co
Eaton Financial Holdings Company, LLC
Morton Brown Family Wealth, LLC
Altfest L J & Co Inc
one8zero8, LLC
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
Tevis Investment Management
SOL Capital Management CO
Archford Capital Strategies, LLC
Capital Analysts, Inc.
Hartford Financial Management Inc.
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
Wells Trecaso Financial Group, LLC
Peoples Bank/KS
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
AIA Group Ltd
CoreCap Advisors, LLC
Daymark Wealth Partners, Llc
Bluefin Capital Management, Llc
Foster Victor Wealth Advisors, LLC
Clarion Wealth Managment Partners, LLC
waypoint wealth counsel
Paragon Private Wealth Management, LLC
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
Empirical Asset Management, LLC
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
Semanteon Capital Management, LP
McGinn Investment Management, Inc.
First Fiduciary Investment Counsel, Inc.
Spirit Of America Management Corp/ny
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF
Tufton Capital Management
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
Fort Point Capital Partners LLC
Sterneck Capital Management, LLC
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
Accel Wealth Management
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
Kazazian Asset Management, LLC
Selway Asset Management
Mjp Associates Inc /adv
Paradigm Asset Management Co Llc
Forza Wealth Management, LLC
Summitry Llc
Annex Advisory Services, LLC
Providence Wealth Advisors, LLC
E. Ohman J:or Asset Management AB
Atomi Financial Group, Inc.
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
Bellevue Asset Management, Llc
Clg Llc
Engineers Gate Manager LP
Northstar Group, Inc.
Taddei, Ludwig & Associates, Inc.
Northwest Capital Management Inc
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
Fi3 FINANCIAL ADVISORS, LLC
Clarendon Private LLC
Citadel Advisors Llc
SevenBridge Financial Group, LLC
Ntv Asset Management Llc
BlackRock ESG Capital Allocation Trust
Victory Financial Group, Llc
Holderness Investments Co
ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV
Securian Funds Trust - SFT Index 500 Fund Class 1
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
GPM Growth Investors, Inc.
Bridge Generations Wealth Management Llc
Sumitomo Life Insurance Co
Hickory Asset Management, Inc.
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
Beech Hill Advisors, Inc.
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
KBC Group NV
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
REET - iSHARES TRUST - iShares Global REIT ETF
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
Brown, Lisle/cummings, Inc.
Aspen Investment Management Inc
Stuart Chaussee & Associates, Inc.
Grove Bank & Trust
Prudent Man Investment Management, Inc.
Granite FO LLC
Headlands Technologies LLC
Skandinaviska Enskilda Banken AB (publ)
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
Snowden Capital Advisors LLC
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class
Mcrae Capital Management Inc
Northeast Financial Consultants Inc
Grace & White Inc /ny
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
Pinnacle Bancorp, Inc.
Wellington Management Group Llp
Tidemark, LLC
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
Blue Edge Capital, LLC
Bear Mountain Capital, Inc.
Kozak & Associates, Inc.
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
China Universal Asset Management Co., Ltd.
Saxony Capital Management, LLC
Klingenstein Fields & Co Lp
Inlight Wealth Management, LLC
Rice Partnership, LLC
Pinnacle Wealth Planning Services, Inc.
Guyasuta Investment Advisors Inc
Westwood Holdings Group Inc
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
Total Investment Management Inc
Pegasus Asset Management, Inc.
Vista Private Wealth Partners. LLC
Nicolet Bankshares Inc
Omnia Family Wealth, LLC
Fourth Dimension Wealth, LLC
Advisors Management Group Inc /adv
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
Lansing Street Advisors
DCM Advisors, LLC
Jmac Enterprises Llc
Mirae Asset Global Investments Co., Ltd.
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
Blair William & Co/il
Keystone Financial Group, Inc.
Foundations Investment Advisors, LLC
Syon Capital Llc
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
North Ridge Wealth Advisors, Inc.
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
Cobblestone Capital Advisors Llc /ny/
Kingswood Wealth Advisors, Llc
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
Ironwood Investment Management Llc
Synovus Financial Corp
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
Vident Advisory, LLC
Mirabaud & Cie SA
Mackenzie Financial Corp
Capital Fund Management S.a.
Great West Life Assurance Co /can/
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
Aspect Partners, LLC
IMS Capital Management
Payden & Rygel
Gulf International Bank (UK) Ltd
BNGE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S-Network Streaming & Gaming ETF
Insight Inv LLC
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
Monticello Wealth Management, Llc
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
Moser Wealth Advisors, LLC
Old National Bancorp /in/
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
626 Financial, LLC
Gleason Group, Inc.
LexAurum Advisors, LLC
Excalibur Management Corp
Advisors Capital Management, LLC
Mirador Capital Partners LP
Core Alternative Capital
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
Cito Capital Group, LLC
Samalin Investment Counsel, LLC
Brookfield Real Assets Income Fund Inc.
Garda Capital Partners Lp
Northwest Bancshares, Inc.
Cohen Investment Advisors LLC
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
Copia Wealth Management
Ascent Capital Management, LLC
Atlas Capital Advisors Llc
Thomasville National Bank
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
Nordea Investment Management Ab
Banco Santander, S.A.
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
Wbh Advisory Inc
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
Retireful, LLC
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
Northwestern Mutual Wealth Management Co
MFOCX - Marsico Investment Fund - Marsico Focus Fund
Delphi Management Inc /ma/
Palacios Wealth Management, LLC
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
Ahl Investment Management, Inc.
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
ICONIQ Capital, LLC
Stock Yards Bank & Trust Co
Motco
Guggenheim Active Allocation Fund
TT Capital Management LLC
Cullinan Associates Inc
Summit Wealth & Retirement Planning, Inc.
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
Silicon Valley Capital Partners
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
HAP Trading, LLC
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
Foundation Wealth Management, LLC
Sierra Summit Advisors Llc
Robbins Farley Llc
Focused Investors LLC
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
First American Trust, Fsb
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
Van Den Berg Management I, Inc
Fundamentun, Llc
VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
Glenmede Trust Co Na
Prosperity Financial Group, Inc.
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
Cherry Tree Wealth Management, LLC
Werba Rubin Papier Wealth Management
Reynders McVeigh Capital Management, LLC
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
ARS Wealth Advisors Group, LLC
Greenwood Gearhart Inc
Autumn Glory Partners, LLC
Oldfield Partners LLP
Investors Asset Management Of Georgia Inc /ga/ /adv
Clarity Capital Partners LLC
Landaas & Co /wi /adv
VSM Wealth Advisory, LLC
Financial Advisors, LLC
N.E.W. Advisory Services LLC
West Family Investments, Inc.
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
Palouse Capital Management, Inc.
One Capital Management, LLC
LaSalle St. Investment Advisors, LLC
Invesco Ltd.
Premier Path Wealth Partners, LLC
Hillman Capital Management, Inc.
Dynamic Advisor Solutions LLC
Sfmg, Llc
Whelan Financial
BKD Wealth Advisors, LLC
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
CJM Wealth Advisers, Ltd.
LGT Financial Advisors LLC
Peddock Capital Advisors, Llc
Horizon Family Wealth, Inc.
Essex Savings Bank
REIZX - THIRD AVENUE TRUST - Third Avenue International Real Estate Value Fund Z Class
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
Monetta Financial Services Inc
Marshall Wace, Llp
WoodTrust Financial Corp
Scoggin Management Lp
Cooper/haims Advisors, Llc
Cumberland Partners Ltd
Royal Fund Management, LLC
Quotient Wealth Partners, LLC
Forbes J M & Co Llp
Knights of Columbus Asset Advisors LLC
Spire Wealth Management
Clare Market Investments LLC
Callan Family Office, LLC
Levin Capital Strategies, L.p.
CVA Family Office, LLC
Envestnet Asset Management Inc
Westshore Wealth, LLC
Norway Savings Bank
HAUZ - DBX ETF TRUST - Xtrackers International Real Estate ETF
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
Stone Point Wealth LLC
HORAN Wealth, LLC
Sovran Advisors, LLC
SWS Partners
CBOE Vest Financial, LLC
Fmb Wealth Management
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
Lantern Wealth Advisors, LLC
Trustmark National Bank Trust Department
Re Advisers Corp
New York Life Investment Management Llc
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
Red Tortoise LLC
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
Accredited Wealth Management, LLC
HCMAX - ALPS Series Trust - Hillman Value Fund
Blue Bell Private Wealth Management, Llc
Northern Trust Corp
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
Eastern Bank
TBH Global Asset Management, LLC
GWM Advisors LLC
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
Bailard, Inc.
NEOS Investment Management LLC
F/M Investments LLC
Lindbrook Capital, Llc
Swmg, Llc
Angeles Wealth Management, Llc
Graypoint LLC
Arrow Financial Corp
Golden State Wealth Management, LLC
CENTRAL TRUST Co
Acorn Wealth Advisors, LLC
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
Border to Coast Pensions Partnership Ltd
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
Fulton Bank, N.a.
IFP Advisors, Inc
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF
Mount Capital Ltd
Briaud Financial Planning, Inc
Kearns & Associates LLC
Harbour Trust & Investment Management Co
Crown Wealth Group, LLC
Saiph Capital, LLC
Raymond James Financial Inc
Texas Bank & Trust Co
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
Ossiam
Rock Point Advisors, LLC
Telos Capital Management, Inc.
Tsfg, Llc
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
Old Port Advisors
Zacks Investment Management
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
Utah Retirement Systems
a16z Perennial Management, L.P.
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
Warren Street Wealth Advisors, LLC
Hancock Whitney Corp
J. Stern & Co. LLP
Integras Partners LLC
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
Montz Harcus Wealth Management LLC
Three Bridge Wealth Advisors, LLC
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
Alliancebernstein L.p.
MidWestOne Financial Group, Inc.
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
Louisbourg Investments Inc.
IMC-Chicago, LLC
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
Saxon Interests, Inc.
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
CWS Financial Advisors, LLC
Ontario Teachers Pension Plan Board
Brandywine Global Investment Management, LLC
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
Semus Wealth Partners LLC
Avondale Wealth Management
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
Genus Capital Management Inc.
Credit Agricole S A
Financial Freedom, LLC
Baltimore-Washington Financial Advisors, Inc.
PrairieView Partners, LLC
United Community Bank
Quantitative Investment Management, LLC
Court Place Advisors, LLC
Oakworth Capital, Inc.
Sawgrass Asset Management Llc
S&t Bank/pa
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
GFS Advisors, LLC
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
Fmr Llc
Bender Robert & Associates
Fox Run Management, L.l.c.
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
Warren Averett Asset Management, LLC
Tokio Marine Asset Management Co Ltd
BTG Pactual Asset Management US LLC
Bell Investment Advisors, Inc
Brown Advisory Inc
Kestra Private Wealth Services, Llc
Sims Investment Management, Llc
Towerpoint Wealth, LLC
DFA INVESTMENT DIMENSIONS GROUP INC - DFA International Real Estate Securities Portfolio - Institutional Class
44 Wealth Management Llc
Sachetta, LLC
Burford Brothers, Inc.
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
Visionary Wealth Advisors
Key Client Fiduciary Advisors, LLC
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund
Westmount Partners, LLC
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
Readystate Asset Management Lp
Pioneer Trust Bank N A/or
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
Taylor Financial Group, Inc.
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
IFGL - iSHARES TRUST - iShares International Developed Real Estate ETF
Neville Rodie & Shaw Inc
Sprinkle Financial Consultants LLC
Hantz Financial Services, Inc.
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
Sound Income Strategies, LLC
Tran Capital Management, L.p.
Prostatis Group LLC
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
Old Second National Bank Of Aurora
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
Birchbrook, Inc.
Sequent Planning LLC
VisionPoint Advisory Group, LLC
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
Waldron Private Wealth LLC
Country Club Bank /gfn
Prosperity Consulting Group, LLC
Panagora Asset Management Inc
Equitable Holdings, Inc.
MWA Asset Management
111 Capital
Granite Group Advisors, LLC
Fragasso Group Inc.
IHT Wealth Management, LLC
Siemens Fonds Invest GmbH
Sagespring Wealth Partners, Llc
Intrust Bank Na
Nautilus Advisors LLC
American National Bank
Factory Mutual Insurance Co
Nuveen Real Asset Income & Growth Fund
Exencial Wealth Advisors, Llc
Tocqueville Asset Management L.p.
Massmutual Trust Co Fsb/adv
Stonebrook Private Inc.
Bradley & Co. Private Wealth Management, LLC
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
Ocean Capital Management, LLC
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
Bard Financial Services, Inc.
Pettyjohn, Wood & White, Inc
Sterling Capital Management LLC
Your Advocates Ltd., LLP
Oxinas Partners Wealth Management LLC
Marcum Wealth, LLC
Weatherly Asset Management L. P.
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
Nearwater Capital Markets, Ltd
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
Arkfeld Wealth Strategies, L.L.C.
Beacon Investment Advisory Services, Inc.
Paul Damon & Associates, Inc.
Friday Financial
B&l Asset Management Llc
International Assets Investment Management, Llc
Encompass More Asset Management
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
Perbak Capital Partners LLP
Asset Dedication, LLC
Jim Saulnier & Associates, Llc
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
City State Bank
Empirical Finance, LLC
Navigoe, LLC
Ball & Co Wealth Management Inc.
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund
Proathlete Wealth Management Llc
Quadrant Capital Group Llc
Wilkins Investment Counsel Inc
Tanglewood Legacy Advisors, LLC
TAX - EA Series Trust - Cambria Tax Aware ETF
Western Pacific Wealth Management, LP
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
Custos Family Office, LLC
Wellington Capital Management, Inc.
EverSource Wealth Advisors, LLC
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF
Pointe Capital Management LLC
Carson Advisory Inc.
Nuveen Dow 30sm Dynamic Overwrite Fund
Redwood Investment Management, Llc
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A
SkyOak Wealth, LLC
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
HighMark Wealth Management LLC
Fagan Associates, Inc.
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
Stephenson National Bank & Trust
Addenda Capital Inc.
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
SCS Capital Management LLC
Private Advisor Group, LLC
WFA of San Diego, LLC
Morgan Stanley
Eagle Strategies LLC
Wealthcare Advisory Partners LLC
Atria Investments Llc
MASTERINVEST Kapitalanlage GmbH
DMG Group, LLC
Heritage Wealth Advisors
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
Commerce Bank
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
Atlas Private Wealth Advisors
Sumitomo Mitsui Financial Group, Inc.
Nissay Asset Management Corp /japan/ /adv
Benjamin Edwards Inc
Sutton Place Investors Llc
Bleakley Financial Group, LLC
West Paces Advisors Inc.
Cabot Wealth Management Inc
First Western Trust Bank
Goldstein Advisors, LLC
Advisor Group Holdings, Inc.
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
Hurlow Wealth Management Group, Inc.
Magnus Financial Group LLC
Garrett Wealth Advisory Group, LLC
State of Tennessee, Treasury Department
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
Cliftonlarsonallen Wealth Advisors, Llc
Vestcor Inc
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF
Pacific Global Investment Management Co
RDA Financial Network
WCPIX - Profunds - Communication Services Ultrasector Profund Investor Class
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
Arlington Financial Advisors, LLC
Charter Oak Capital Management, LLC
Strategic Advisors LLC
Comerica Bank
Louisiana State Employees Retirement System
LLPFX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Fund
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
Lodestar Private Asset Management Llc
Cedar Wealth Management, LLC
Curbstone Financial Management Corp
Capital Advantage, Inc.
Jfs Wealth Advisors, Llc
FSM Wealth Advisors, LLC
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
Dagco, Inc.
Edge Financial Advisors LLC
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF
Universal- Beteiligungs- und Servicegesellschaft mbH
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares
Heartwood Wealth Advisors LLC
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
Lavaca Capital Llc
Strategic Financial Services, Inc,
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
Parallax Volatility Advisers, L.P.
Wolverine Asset Management Llc
LFA - Lugano Financial Advisors SA
Trilogy Capital Inc.
Arista Wealth Management, LLC
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF
Sage Rhino Capital Llc
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
Nisa Investment Advisors, Llc
Y.D. More Investments Ltd
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
Laurel Wealth Advisors LLC
CFS Investment Advisory Services, LLC
Holistic Financial Partners
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Pasadena Private Wealth, LLC
Riverpark Capital Management Llc
Peregrine Asset Advisers, Inc.
West Wealth Group, LLC
Morton Community Bank
RVRB - ADVISORS SERIES TRUST - Reverb ETF
Bank of New Hampshire
Inscription Capital, LLC
Hallmark Capital Management Inc
Tremblant Capital Group
Calamos Global Total Return Fund
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
Capital City Trust Co/fl
Liberty Capital Management, Inc.
Welch Group, LLC
KG&L Capital Management,LLC
Woodmont Investment Counsel Llc
Strategic Family Wealth Counselors, L.L.C.
Delos Wealth Advisors, LLC
Integrity Alliance, Llc.
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
Security Financial Services, INC.
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
Cambridge Investment Research Advisors, Inc.
Generali Asset Management SPA SGR
D. E. Shaw & Co., Inc.
Gwn Securities Inc.
Burt Wealth Advisors
Leuthold Group, Llc
Barton Investment Management
ORG Partners LLC
Crewe Advisors LLC
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
Lifeworks Advisors, LLC
UniSuper Management Pty Ltd
Abacus Wealth Partners, LLC
Elevated Capital Advisors, LLC
GeoWealth Management, LLC
MCF Advisors LLC
Clark Estates Inc/ny
Lowe Brockenbrough & Co Inc
Columbia Seligman Premium Technology Growth Fund, Inc.
Triad Wealth Partners, LLC
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
Trust Co Of Virginia /va
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
Diversify Advisory Services, LLC
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
State of Wyoming
BridgePort Financial Solutions, LLC
Campbell Newman Asset Management Inc
Merit Financial Group, LLC
Strategic Financial Concepts, LLC
William B. Walkup & Associates, Inc.
Aviva Plc
XML Financial, LLC
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
Virtus ETF Advisers LLC
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
Transce3nd, LLC
Prossimo Advisors, LLC
Cullen Investment Group, Ltd.
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
Ami Investment Management Inc
Trust Co Of Vermont
Beach Investment Counsel Inc/pa
Guardian Partners Inc.
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
Aigen Investment Management, Lp
Live Oak Private Wealth LLC
First Citizens Bank & Trust Co
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
Olstein Capital Management, L.P.
Horizon Wealth Management, LLC
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
Piscataqua Savings Bank
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
Paradigm, Strategies in Wealth Management, LLC
Delta Asset Management Llc/tn
Pure Financial Advisors, Inc.
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
NJ State Employees Deferred Compensation Plan
Mengis Capital Management, Inc.
Bolthouse Investments, LLC
Clark Capital Management Group, Inc.
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
Pacific Heights Asset Management Llc
Bnp Paribas
Goldman Sachs Group Inc
Nippon Life Global Investors Americas, Inc.
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
Raiffeisen Bank International AG
Thompson Davis & Co., Inc.
Jefferies Financial Group Inc.
Adamsbrown Wealth Consultants Llc
Foster Group, Inc.
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
Keybank National Association/oh
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
Hardy Reed LLC
Abn Amro Investment Solutions
Trillium Asset Management, Llc
BCS Private Wealth Management, Inc.
Oxler Private Wealth LLC
PayPay Securities Corp
Scharf Investments, Llc
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
Great Diamond Partners, LLC
Partnership Wealth Management, LLC
Legacy Advisory Services, LLC
Next Level Private LLC
Calamos Advisors LLC
Chelsea Counsel Co
Rise Advisors, LLC
Arkadios Wealth Advisors
Future Financial Wealth Managment LLC
NOLVX - Northern Funds - Northern Large Cap Value Fund
FMA Wealth Management, LLC
Arvest Bank Trust Division
Mid-American Wealth Advisory Group, Inc.
West Branch Capital LLC
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
Bradley Foster & Sargent Inc/ct
John G Ullman & Associates Inc
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
Adell Harriman & Carpenter Inc
Union Bancaire Privee, UBP SA
RMR Wealth Builders
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
Thrive Wealth Management, LLC
Total Clarity Wealth Management, Inc.
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
Journey Strategic Wealth Llc
Parallel Advisors, LLC
Cable Hill Partners, LLC
Athena Investment Management
Triangle Securities Wealth Management
GATEX - Gateway Trust - Gateway Fund Class A Shares
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
MGO Private Wealth, LLC
Grant Street Asset Management, Inc.
Czech National Bank
Atwater Malick LLC
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF
Patriot Financial Group Insurance Agency, LLC
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF
GW&K Investment Management, LLC
Smithfield Trust Co
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
Bck Capital Management Lp
Condor Capital Management
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
Emprise Bank
Ensign Peak Advisors, Inc
Altus Wealth Group LLC
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
McKinley Carter Wealth Services, Inc.
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
Trust Investment Advisors
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
Nikko Asset Management Americas, Inc.
Herold Advisors, Inc.
Hopwood Financial Services, Inc.
Entropy Technologies, LP
Midwest Trust Co
Russell Investments Group, Ltd.
Crowley Wealth Management, Inc.
Penn Davis Mcfarland Inc
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
Bragg Financial Advisors, Inc
Capital Advisors Wealth Management, LLC
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
Fairfield, Bush & Co.
PENN SERIES FUNDS INC - Large Core Value Fund
Marble Harbor Investment Counsel, LLC
Turtle Creek Wealth Advisors, LLC
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
SilverOak Wealth Management LLC
Alpine Woods Capital Investors, Llc
Cape Investment Advisory, Inc.
Zuckerman Investment Group, LLC
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
Harbor Advisory Corp /ma/
La Banque Postale Asset Management SA
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
Giverny Capital Inc.
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
T. Rowe Price Investment Management, Inc.
Varenne Capital Partners
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
Chesapeake Wealth Management
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
Ifrah Financial Services, Inc.
First National Bank & Trust Co Of Newtown
Sky Investment Group LLC
RPG Investment Advisory, LLC
Red Wave Investments LLC
Vontobel Holding Ltd.
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund
Capital Advisors Inc/ok
IMA Wealth, Inc.
Planning Alternatives Ltd /adv
California Public Employees Retirement System
Hazlett, Burt & Watson, Inc.
CNB Bank
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
Blackhill Capital Inc
DRH Investments, Inc.
Capital Performance Advisors Llp
Financial & Tax Architects, LLC
Brio Consultants, LLC
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
Franklin Resources Inc
VeraBank, N.A.
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
VCAAX - VALIC Co I - Asset Allocation Fund
Fairscale Capital, LLC
WNY Asset Management, LLC
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
Eagle Rock Investment Company, Llc
CHGX - EA Series Trust - Stance Sustainable Beta ETF
Crossmark Global Holdings, Inc.
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
Lansforsakringar Fondforvaltning AB (publ)
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund
Hudson Bay Capital Management LP
Strs Ohio
LGT Group Foundation
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
DRLAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Global Real Estate Securities Fund Class A
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
Quadrant Private Wealth Management, LLC
Loomis Sayles & Co L P
Barclays Plc
Capital World Investors
State Board Of Administration Of Florida Retirement System
Jackson Hole Capital Partners, LLC
Barr E S & Co
Davis Investment Partners, LLC
Wealth Dimensions Group, Ltd.
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
Gables Capital Management Inc.
Versor Investments LP
B. Metzler seel. Sohn & Co. AG
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Marsico Capital Management Llc
JDM Financial Group LLC
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
Keynote Financial Services Llc
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
Bulltick Wealth Management, LLC
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
Opal Wealth Advisors, LLC
Proficio Capital Partners LLC
Foguth Wealth Management, LLC.
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
Affinity Capital Advisors, LLC
Martingale Asset Management L P
Liberty Wealth Management Llc
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
TruNorth Capital Management, LLC
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
Cove Private Wealth, LLC
Glass Jacobson Investment Advisors llc
Victrix Investment Advisors
Centerline Wealth Advisors, LLC
Tyche Wealth Partners LLC
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
Affiance Financial, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
Ransom Advisory, Ltd
Precision Wealth Strategies, LLC
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF
Curio Wealth, Llc
Plante Moran Financial Advisors, LLC
Janney Montgomery Scott LLC
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
Murphy, Middleton, Hinkle & Parker, Inc.
CWC Advisors, LLC.
Fort Sheridan Advisors Llc
JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
Clearwater Capital Advisors, LLC
Highland Capital Management, Llc
Laurion Capital Management LP
Zwj Investment Counsel Inc
AMJ Financial Wealth Management
First Merchants Corp
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
Violich Capital Management, Inc.
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF
Coppell Advisory Solutions LLC
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
Parkworth Wealth Management, Inc.
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
Legend Financial Advisors, Inc.
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Equitable Trust Co
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
Walleye Trading LLC
Flaharty Asset Management, LLC
Fairbanks Capital Management, Inc.
Eubel Brady & Suttman Asset Management Inc
Keystone Financial Services, LLC
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
Sax Wealth Advisors, Llc
Comprehensive Financial Planning, Inc./PA
Abacus Planning Group, Inc.
Waycross Partners, Llc
HB Wealth Management, LLC
BlackDiamond Wealth Management Inc.
Fisher Funds Management LTD
Princeton Capital Management Llc
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
Mine & Arao Wealth Creation & Management, LLC.
IPG Investment Advisors LLC
Point72 Asia (Singapore) Pte. Ltd.
VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND
Millstone Evans Group, LLC
Summit Wealth Partners, LLC
Maryland State Retirement & Pension System
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
CORDA Investment Management, LLC.
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
Shulman DeMeo Asset Management LLC
Cumberland Advisors Inc
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares
Integrated Investment Consultants, LLC
Wallington Asset Management, LLC
V-Square Quantitative Management LLC
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
SeaBridge Investment Advisors LLC
Acorn Financial Advisory Services Inc /adv
Lcnb Corp
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
Bayesian Capital Management, LP
FNY Investment Advisers, LLC
Walkner Condon Financial Advisors LLC
Wilkinson Global Asset Management LLC
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
IMG Wealth Management, Inc.
Harvest Fund Management Co., Ltd
Royal London Asset Management Ltd
LM Advisors LLC
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
EBI - RBB Fund Trust - Longview Advantage ETF
Syverson Strege & Co
Boston Private Wealth Llc
Whittier Trust Co Of Nevada Inc
FIL Ltd
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
Webster Bank, N. A.
EP Wealth Advisors, Inc.
Crescent Sterling, Ltd.
Pacifica Partners Inc.
Valley Brook Capital Group, Inc.
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Guggenheim Capital Llc
Central Pacific Bank - Trust Division
Sanibel Captiva Trust Company, Inc.
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
Alpha Cubed Investments, LLC
Argus Investors' Counsel, Inc.
MTM Investment Management, LLC
Montecito Bank & Trust
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
Aspiriant, Llc
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
Lincluden Management Ltd
Covea Finance
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
CI Private Wealth, LLC
Aldebaran Financial Inc.
Tudor Financial Inc.
Pathstone Holdings, LLC
Richardson Financial Services Inc.
Fortis Capital Advisors, LLC
Chemistry Wealth Management LLC
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
Tcw Group Inc
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
Essex Investment Management Co Llc
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
Greenhouse Wealth Management, LLC
StoneX Group Inc.
Keystone Financial Group
Invst, LLC
Orbis Allan Gray Ltd
GAM Holding AG
Longfellow Investment Management Co Llc
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
Mountain Hill Investment Partners Corp.
Park Avenue Securities Llc
Intrua Financial, LLC
UDPIX - Profunds - Ultradow 30 Profund Investor Class
Sepio Capital, LP
1858 Wealth Management, Llc
Centennial Bank/AR/
Relyea Zuckerberg Hanson LLC
InvesTrust
Windward Capital Management Co /ca
Lockheed Martin Investment Management Co
Cetera Investment Advisers
Mystic Asset Management, Inc.
Ieq Capital, Llc
Sunpointe, LLC
Patrick Mauro Investment Advisor, INC.
Valley National Advisers Inc
Uhlmann Price Securities, Llc
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF
Bank Of America Corp /de/
Spinnaker Investment Group, LLC
V2 Financial group LLC
Ellevest, Inc.
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Integral Investment Advisors, Inc.
Kinetic Partners Management, LP
Verition Fund Management LLC
Rossmore Private Capital
Retirement Wealth Solutions LLC
Mowery & Schoenfeld Wealth Management, LLC
Americana Partners, LLC
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
Tcfg Wealth Management, Llc
Prime Capital Investment Advisors, LLC
Change Path, LLC
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
Oder Investment Management, LLC
STFBX - Advisers Investment Trust - State Farm Balanced Fund
CX Institutional
Intact Investment Management Inc.
GLOBALT Investments LLC / GA
Freestone Capital Holdings, LLC
Commonwealth Equity Services, Llc
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
Ancora Advisors, LLC
Itau Unibanco Holding S.A.
Wealthquest Corp
LGT Fund Management Co Ltd.
Brave Asset Management Inc
Citizens Financial Group Inc/ri
Institutional Investment Strategy Fund
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
Heritage Investors Management Corp
Navellier & Associates Inc
Compass Financial Services Inc
German American Bancorp, Inc.
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
Sierra Ocean, Llc
Swiss National Bank
Harvey Investment Co Llc
GSG Advisors LLC
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
Eagle Global Advisors Llc
Frank, Rimerman Advisors LLC
Strid Group, LLC
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
Callan Capital, LLC
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
Nicolet Advisory Services, Llc
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
Atlantic Union Bankshares Corp
Smith Group Asset Management, LLC
Cornell Pochily Investment Advisors, Inc.
Atria Wealth Solutions, Inc.
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF
Profunds - Profund Vp Ultrabull
Abundance Wealth Counselors
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
Moors & Cabot, Inc.
Associated Banc-corp
Kornitzer Capital Management Inc /ks
OMC Financial Services LTD
Letson Investment Management, Inc.
FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF
Bank Of Hawaii
Private Wealth Asset Management, LLC
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
Vivaldi Capital Management, LLC
Sculati Wealth Management, LLC
Socorro Asset Management LP
London & Capital Asset Management Ltd
Trust Co of Kansas
Legacy Investment Solutions, LLC
Moss Adams Wealth Advisors LLC
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
Watts Gwilliam & Co., LLC
Cetera Trust Company, N.A
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc.
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
Newton One Investments LLC
Transamerica Financial Advisors, Inc.
Gill Capital Partners, Llc
AustralianSuper Pty Ltd
Banque Pictet & Cie Sa
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
GTCAX - Gamco Global Series Funds, Inc - Gabelli Global Content & Connectivity Fund Class A
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
Wynn Capital, LLC
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
Catalytic Wealth RIA, LLC
JCIC Asset Management Inc.
First National Bank of Mount Dora, Trust Investment Services
Blue Fin Capital, Inc.
First Commonwealth Financial Corp /pa/
Vista Investment Management
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
American Century Companies Inc
Ausdal Financial Partners, Inc.
Evolution Wealth Management Inc.
Reik & Co., Llc
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
Inspire Trust Co, N.a.
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
Rnc Capital Management Llc
BIP Wealth, LLC
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
Allianz Se
Palisade Capital Management Llc/nj
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
Noble Wealth Management PBC
SGL Investment Advisors, Inc.
Mark Sheptoff Financial Planning, Llc
East Coast Asset Management, LLC.
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A
Pinnacle West Asset Management, Inc.
Florida Financial Advisors, Llc
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
First Eagle Investment Management, LLC
GPS Wealth Strategies Group, LLC
Continuum Advisory, LLC
Prosperity Wealth Management, Inc.
Fjarde Ap-fonden /fourth Swedish National Pension Fund
Vista Wealth Management Group, LLC
Ameliora Wealth Management Ltd.
Mufg Securities Americas Inc.
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
Gluskin Sheff & Assoc Inc
Eldridge Investment Advisors, Inc.
Kingsview Wealth Management, LLC
Howard Capital Management Inc.
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
Avestar Capital, LLC
Belpointe Asset Management LLC
Oregon Pacific Wealth Management, LLC
Sentry Investment Management Llc
JHGEX - John Hancock Funds II - Global Equity Fund Class A
CRA Financial Services, LLC
Kahn Brothers Group Inc /de/
Ramsay, Stattman, Vela & Price, Inc.
Spectrum Planning & Advisory Services Inc.
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
Prudent Man Advisors, LLC
Donaldson Capital Management, Llc
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
Clarity Wealth Advisors, LLC
LJI Wealth Management, LLC
Greykasell Wealth Strategies, Inc.
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
Drucker Wealth 3.0, LLC
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
Strategic Blueprint, LLC
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
M&G Plc
Purus Wealth Management, LLC
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
Wall Street Access Asset Management, LLC
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
Connor, Clark & Lunn Investment Management Ltd.
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
Legacy Capital Wealth Partners, LLC
Td Asset Management Inc
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
Wedmont Private Capital
Townsend & Associates, Inc
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
Hilltop Wealth Advisors, Llc
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
Summit Financial Strategies, Inc.
CWA Asset Management Group, LLC
Oak Harvest Investment Services
Wulff, Hansen & Co.
Richards, Merrill & Peterson, Inc.
Profunds - Profund Vp Bull
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
Baxter Bros Inc
Clal Insurance Enterprises Holdings Ltd
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
PharVision Advisers, LLC
HBW Advisory Services LLC
Blackston Financial Advisory Group, LLC
Shepherd Financial Partners LLC
First Community Trust Na
Holland Advisory Services, Inc.
VELA Investment Management, LLC
Leo Wealth, LLC
Morey & Quinn Wealth Partners, LLC
Principia Wealth Advisory, LLC
Hartford Funds Management Co LLC
Pfc Capital Group, Inc.
HighTower Advisors, LLC
Monte Financial Group, LLC
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A
Gerber, Llc
Kelly Lawrence W & Associates Inc/ca
Sandy Spring Bank
North Dallas Bank & Trust Co
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
CoreFirst Bank & Trust
Argent Trust Co
Tobam
Boston Trust Walden Corp
Hudson Valley Investment Advisors Inc /adv
Allspring Global Investments Holdings, LLC
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
Principal Real Estate Income Fund
VCIEX - VALIC Co I - International Equities Index Fund
Evoke Wealth, Llc
Capital Investment Counsel, Inc
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
Wendell David Associates Inc
City Holding Co
Stonegate Investment Group, LLC
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
Patriot Investment Management Inc.
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
Signet Financial Management, Llc
Healthcare Of Ontario Pension Plan Trust Fund
Fort Washington Investment Advisors Inc /oh/
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
Northwestern Mutual Investment Management Company, Llc
Pinney & Scofield, Inc.
Ubs Asset Management Americas Inc
Independence Bank of Kentucky
iA Global Asset Management Inc.
Matrix Private Capital Group Llc
Redwood Wealth Management Group, LLC
McLean Asset Management Corp
Avantax Advisory Services, Inc.
Country Trust Bank
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
Alhambra Investment Partners LLC
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class
Perigon Wealth Management, LLC
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
BancorpSouth Bank
Maven Securities LTD
Rs Crum Inc.
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
Stratos Wealth Advisors, LLC
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
Optimize Financial Inc
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
L.m. Kohn & Company
Safeguard Investment Advisory Group, LLC
Birch Hill Investment Advisors LLC
Stonehage Fleming Financial Services Holdings Ltd
Ashton Thomas Securities, Llc
Beaird Harris Wealth Management, LLC
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
First Business Financial Services, Inc.
Mubadala Investment Co PJSC
Karpus Management, Inc.
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
Westbourne Investments, Inc.
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
Lion Street Advisors, LLC
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
Checchi Capital Advisers, LLC
Lazari Capital Management, Inc.
VLCGX - VALIC Co I - Large Capital Growth Fund
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF
Secure Asset Management, LLC
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF
First Command Advisory Services, Inc.
Truist Financial Corp
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
VCIGX - VALIC Co I - Dividend Value Fund
True Wealth Design, LLC
Cape Ann Savings Bank
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
Horizons Wealth Management
Buttonwood Financial Advisors Inc.
Fayez Sarofim & Co
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
Mayflower Financial Advisors, LLC
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
Onyx Bridge Wealth Group LLC
Patron Partners Advisors, Llc
Nuveen S&p 500 Buywrite Income Fund
Roanoke Asset Management Corp/ Ny
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
Ofi Invest Asset Management
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
Jeppson Wealth Management, Llc
Tranquilli Financial Advisor LLC
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
Argent Advisors, Inc.
Alesco Advisors Llc
Mosaic Family Wealth Partners, Llc
Frisch Financial Group, Inc.
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
Regal Investment Advisors LLC
ULPIX - Profunds - Ultrabull Profund Investor Class
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
Farmers & Merchants Trust Co of Chambersburg PA
Cohen & Steers, Inc.
Cornerstone Advisors, LLC
Eaton Vance Tax Advantaged Global Dividend Income Fund
Seed Wealth Management, Inc.
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
Natixis Advisors, L.p.
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
Probity Advisors, Inc.
Maridea Wealth Management LLC
Cvfg Llc
Colonial Trust Advisors
Keystone Financial Services
Laidlaw Wealth Management LLC
Summit Place Financial Advisors, LLC
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
Tobias Financial Advisors, Inc.
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
New Republic Capital, LLC
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
Jane Street Group, Llc
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
Studio Investment Management Llc
Red Door Wealth Management, LLC
First National Trust Co
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
Grayhawk Investment Strategies Inc.
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
Investments & Financial Planning, LLC
Horizon Funds - HORIZON EXPEDITION PLUS ETF
Signal Advisors Wealth, LLC
M.e. Allison & Co., Inc.
LSGR - Natixis ETF Trust II - Natixis Loomis Sayles Focused Growth ETF
St. Clair Advisors, LLC
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
BLRCX - Brookfield Investment Funds - Brookfield Global Listed Real Estate Fund Class C
Second Line Capital, LLC
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
Adviser Investments LLC
Drake & Associates, LLC
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF
Gillespie Robinson & Grimm Inc
CLARET ASSET MANAGEMENT Corp
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF
Allstate Corp
CenterStar Asset Management, LLC
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF
Franklin Templeton Variable Insurance Products Trust - Franklin Global Real Estate Vip Fund Class 1
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
Evergreen Wealth Solutions, LLC
Sound Shore Management Inc /ct/
Sharp Financial Services, LLC
Whalerock Point Partners, Llc
Worth Financial Advisory Group, LLC
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
Ironwood Financial, llc
Phoenix Holdings Ltd.
Cwm, Llc
UNIVEST FINANCIAL Corp
Evolution Wealth Advisors, LLC
Mandatum Life Insurance Co Ltd
Kinneret Advisory, LLC
Jasper Ridge Partners, L.P.
Vantage Financial Partners, LLC
Greenland Capital Management LP
Mairs & Power Inc
Leavell Investment Management, Inc.
Petredis Investment Advisors Llc
Dfa Investment Trust Co - The U.s. Large Cap Value Series
Catalina Capital Group, LLC
JNBA Financial Advisors
TCTC Holdings, LLC
Firestone Capital Management
Resources Investment Advisors, LLC.
Clarity Asset Management, Inc.
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
Convergence Investment Partners, LLC
APG Asset Management N.V.
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
Summit X, LLC
Great Lakes Advisors, Llc
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
MRP Capital Investments, LLC
Connable Office Inc
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
Mb, Levis & Associates, Llc
Alta Advisers Ltd
Quantinno Capital Management LP
Allen Investment Management LLC
Texas Permanent School Fund
Benchstone Capital Management LP
EFA - iSHARES TRUST - iShares MSCI EAFE ETF
Aware Super Pty Ltd as trustee of Aware Super
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
NOSIX - Northern Funds - Northern Stock Index Fund
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
Robeco Institutional Asset Management B.V.
Coastline Trust Co
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
Alan B. Lancz & Associates, Inc.
Rosenberg Matthew Hamilton
New Age Alpha Advisors, LLC
Brookmont Capital Management
Chase Investment Counsel Corp
Two Sigma Investments, Lp
Strathmore Capital Advisors, Inc.
Aspire Capital Advisors LLC
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
Fsb Premier Wealth Management, Inc.
Robinson Value Management, Ltd.
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
Embree Financial Group
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
Calamos Global Dynamic Income Fund
Van Cleef Asset Management,Inc
Northern Financial Advisors Inc
Intech Investment Management Llc
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
Jackson, Grant Investment Advisers, Inc.
Highline Wealth Partners Llc
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
Philip James Wealth Mangement, LLC
Clune & Associates, Ltd.
Proffitt & Goodson Inc
RiverPark Advisors, LLC
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
Signaturefd, Llc
Capital Advisors, Ltd. LLC
Sumitomo Mitsui Trust Holdings, Inc.
Mv Capital Management, Inc.
Lodestone Wealth Management LLC
Annandale Capital, LLC
Willow Creek Wealth Management Inc.
Bank & Trust Co
Stephens Consulting, LLC
Impact Capital Partners LLC
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
Smartleaf Asset Management LLC
Parkside Investments, LLC
Ironwood Investment Counsel, LLC
Applied Finance Capital Management, LLC
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
Schonfeld Strategic Advisors LLC
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
Presilium Private Wealth, Llc
Falcon Wealth Planning
Black Cypress Capital Management, LLC
Novare Capital Management Llc
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
Tower View Investment Management & Research LLC
PineBridge Investments, L.P.
STXV - EA Series Trust - Strive 1000 Value ETF
White Pine Capital Llc
Register Financial Advisors LLC
VCGAX - VALIC Co I - Growth & Income Fund
Lynch & Associates/in
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
OneAscent Financial Services LLC
Bruce G. Allen Investments, LLC
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
Claro Advisors LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
Quarry LP
Howard Capital Management Group, LLC
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
Everett Harris & Co /ca/
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
ExodusPoint Capital Management, LP
Advisory Resource Group
Investor's Fiduciary Advisor Network, LLC
First Heartland Consultants, Inc.
Traphagen Investment Advisors Llc
Mitchell Mcleod Pugh & Williams Inc
Strategic Investment Advisors / MI
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
Arrowstreet Capital, Limited Partnership
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
Pettee Investors, Inc.
Godsey & Gibb Associates
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
Leisure Capital Management
University Of Texas/texas Am Investment Managment Co
Corps Capital Advisors, LLC
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
Finer Wealth Management, Inc.
Root Financial Partners, LLC
North Star Asset Management Inc
Forum Financial Management, LP
LOM Asset Management Ltd
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
JSF Financial, LLC
Barlow Wealth Partners, Inc.
Chicago Capital, LLC
Qtron Investments LLC
WCG Wealth Advisors LLC
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
Quinn Opportunity Partners LLC
Kinsale Capital Group, Inc.
Onefund, Llc
Evernest Financial Advisors, LLC
Abbot Financial Management, Inc.
WFA Asset Management Corp
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
Swisher Financial Concepts, Inc.
Noesis Capital Mangement Corp
Stifel Financial Corp
Lindsell Train Ltd
Investors Research Corp
RB Capital Management, LLC
Iron Horse Wealth Management, LLC
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
Burling Wealth Partners, Llc
Twin Peaks Wealth Advisors, LLC
Ronald Blue Trust, Inc.
Caxton Associates Llp
Pflug Koory, LLC
Westbourne Investment Advisors, Inc.
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
ORG Wealth Partners, LLC
Allen Mooney & Barnes Investment Advisors LLC
Hollencrest Capital Management
Vermillion Wealth Management, Inc.
Two Sigma Securities, Llc
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I
Fairway Wealth LLC
Koss-Olinger Consulting, LLC
Clear Harbor Asset Management, LLC
BankPlus Wealth Management LLC
Sciencast Management LP
Clean Yield Group
Prentiss Smith & Co Inc
Mutual Advisors, LLC
Northwest & Ethical Investments L.P.
Price T Rowe Associates Inc /md/
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
Eq Wealth Advisors, Llc
Town & Country Bank & Trust CO dba First Bankers Trust CO
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
Western Wealth Management, LLC
Janus Henderson Group Plc
Legacy Private Trust Co.
Financial Avengers, Inc.
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
Canada Post Corp Registered Pension Plan
Heron Bay Capital Management
Traub Capital Management LLC
Greenbrier Partners Capital Management, LLC
MRFOX - Ultimus Managers Trust - Marshfield Concentrated Opportunity Fund
Paragon Financial Partners, Inc.
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
Wellington Shields Capital Management, LLC
Curat Global, LLC
Centerpoint Advisors, LLC
Stablepoint Partners, LLC
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
Painted Porch Advisors LLC
Montag A & Associates Inc
Atlantic Edge Private Wealth Management, LLC
West Financial Advisors, LLC
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
Betterment LLC
Oxford Financial Group Ltd
Fortitude Family Office, LLC
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
Presper Financial Architects, LLC
Principal Securities, Inc.
Grant/GrossMendelsohn, LLC
IWB - iSHARES TRUST - iShares Russell 1000 ETF
Ilmarinen Mutual Pension Insurance Co
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
Delta Financial Group, Inc.
Parthenon Llc
Cooke & Bieler Lp
Douglas Lane & Associates, LLC
Charles Schwab Investment Management Inc
Silvia Mccoll Wealth Management, Llc
Rahlfs Capital, Llc
Occidental Asset Management, LLC
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
Harold Davidson & Associates Inc.
EWK - iShares, Inc. - iShares MSCI Belgium ETF
Tillman Hartley LLC
Compass Ion Advisors, LLC
Aufman Associates Inc
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
Kelman-Lazarov, Inc.
Holos Integrated Wealth LLC
Calvert Management Series - Calvert Global Equity Fund Class I
LifeWealth Investments, LLC
PFS Partners, LLC
MSA Advisors, LLC
Insigneo Advisory Services, Llc
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
Hudock, Inc.
Rakuten Securities, Inc.
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
First National Bank Sioux Falls
Balyasny Asset Management Llc
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares
Corundum Group, Inc.
Spdr Dow Jones Industrial Average Etf Trust
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF
Seeds Investor Llc
Df Dent & Co Inc
TD Waterhouse Canada Inc.
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
Occudo Quantitative Strategies Lp
Zurcher Kantonalbank (Zurich Cantonalbank)
Nebula Research & Development LLC
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
Cfm Wealth Partners Llc
Consolidated Portfolio Review Corp
Us Bancorp \de\
Infusive Asset Management Inc.
Westchester Capital Management, Inc.
First Long Island Investors, LLC
Keener Financial Planning LLC
Southland Equity Partners LLC
Private Management Group Inc
Orca Wealth Management, LLC
Rossby Financial, LCC
Boit C F David
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
WealthTrak Capital Management LLC
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
Culbertson A N & Co Inc
Kennedy Investment Group
Quest 10 Wealth Builders, Inc.
Concentric Capital Strategies, LP
NorthRock Partners, LLC
Investment Management Corp /va/ /adv
Missouri Trust & Investment Co
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
Advisor OS, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF
Iowa State Bank
Chevy Chase Trust Holdings, Inc.
Vantage Point Financial LLC
New York State Teachers Retirement System
Deseret Mutual Benefit Administrators
Trust Co Of Oklahoma
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
Brookstone Capital Management
Hillsdale Investment Management Inc.
Fire Capital Management LLC
Osborne Partners Capital Management, Llc
State Street Corp
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
AllSquare Wealth Management LLC
TFB Advisors LLC
Atalanta Sosnoff Capital, Llc
Raab & Moskowitz Asset Management LLC
Federation des caisses Desjardins du Quebec
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
SWAN Capital LLC
Caisse Des Depots Et Consignations
Prospect Financial Services LLC
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF
Pacific Sun Financial Corp
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
Ar Asset Management Inc
Forsta Ap-fonden
Baader Bank INC
Northstar Asset Management Llc
Central Valley Advisors, Llc
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
Cardiff Park Advisors, Llc
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
Profund Advisors Llc
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
Calamos Wealth Management LLC
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
United Asset Strategies, Inc.
Mpwm Advisory Solutions, Llc
Kaydan Wealth Management, Inc.
GABELLI & Co INVESTMENT ADVISERS, INC.
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
Brass Tax Wealth Management, Inc
Atlas Wealth Partners, LLC
Supplemental Annuity Collective Trust of NJ
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
Arlington Trust Co LLC
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
Pensionmark Financial Group, Llc
First National Corp /ma/ /adv
McCollum Christoferson Group LLC
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
Zevenbergen Capital Investments Llc
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
Bank Of Montreal /can/
Tiemann Investment Advisors, Llc
Frazier Financial Advisors, LLC
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
Arrowroot Family Office, LLC
Chatham Capital Group, Inc.
Marshfield Associates
Axq Capital, Lp
Copperleaf Capital, LLC
Ramirez Asset Management, Inc.
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
Morse Asset Management, Inc
GSB Wealth Management, LLC
Mesirow Financial Investment Management, Inc.
Winthrop Advisory Group LLC
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
Vaughan Nelson Investment Management, L.p.
Pitcairn Co
Kimelman & Baird, LLC
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
Hurley Capital, LLC
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
Seacrest Wealth Management, Llc
PKS Advisory Services, LLC
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
Stone House Investment Management, LLC
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
Round Hill Asset Management
Opes Wealth Management LLC
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
Baker Tilly Financial, Llc
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
FSSJX - FIDELITY INVESTMENT TRUST - Fidelity Series Select International Small Cap Fund
Marshall & Sterling Wealth Advisors Inc.
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
Kestra Investment Management, LLC
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
Whipplewood Advisors, LLC
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A
Ardmore Road Asset Management LP
Systematic Alpha Investments, LLC
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
Schroder Investment Management Group
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
Pine Haven Investment Counsel, Inc
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
Capitolis Liquid Global Markets LLC
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
Allianz Asset Management GmbH
Bridge Creek Capital Management LLC
Armstrong, Fleming & Moore, Inc
WestEnd Advisors, LLC
Strategic Wealth Partners, Ltd.
Ogorek Anthony Joseph /ny/ /adv
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
Amundi
Groupama Asset Managment
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF
Chapman Investment Management, LLC
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
Successful Portfolios LLC
Apollon Wealth Management, LLC
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
Congress Park Capital LLC
Bordeaux Wealth Advisors LLC
Valmark Advisers, Inc.
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
Castleview Partners, Llc
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
Chilton Investment Co Llc
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
Moore Capital Management, Lp
Naples Global Advisors, Llc
LMG Wealth Partners, LLC
Unisphere Establishment
TFC Financial Management
Clear Creek Financial Management, LLC
Ingalls & Snyder Llc
Fiduciary Financial Group, Llc
Salvus Wealth Management, LLC
Berkeley Capital Partners, LLC
Searle & Co.
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
Family Legacy, Inc.
Global Financial Private Client, LLC
USS Investment Management Ltd
DTRE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
We Are One Seven, LLC
Gryphon Financial Partners LLC
Real Talk Capital, LLC
Evergreen Wealth Management, LLC
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
Shell Asset Management Co
Flagship Wealth Advisors, Llc
First Foundation Advisors
Jag Capital Management, Llc
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
Estabrook Capital Management
Joseph Group Capital Management
Creative Capital Management Investments LLC
Winch Advisory Services, LLC
Cidel Asset Management Inc
Mercer Global Advisors Inc /adv
Achmea Investment Management B.V.
Maple Capital Management, Inc.
Bank of Jackson Hole Trust
Harbour Investments, Inc.
Aviance Capital Partners, LLC
Dakota Wealth Management
Sigma Investment Counselors Inc
Central Bank & Trust Co
Elyxium Wealth, LLC
ELCO Management Co., LLC
Shufro Rose & Co Llc
Profunds - Profund Vp Large-cap Value
Maltin Wealth Management, Inc.
Weil Company, Inc.
Addison Capital Co
Wharton Business Group, LLC
Lake Street Financial Llc
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
Hara Capital LLC
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
Versus Capital Multi-manager Real Estate Income Fund Llc
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
Greenwich Wealth Management LLC
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
InTrack Investment Management Inc
Rheos Capital Works Inc.
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
Courier Capital Llc
Davis-rea Ltd.
Harbor Asset Planning, Inc.
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
Eaton Vance Tax Advantaged Dividend Income Fund
Cacti Asset Management Llc
Coronation Fund Managers Ltd.
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
Westwood Wealth Management
Ccm Investment Advisers Llc
RIA Advisory Group LLC
Schnieders Capital Management Llc
Credential Securities Inc.
Baldwin Brothers Inc/ma
Wolverine Trading, Llc
Richardson Capital Management LLC
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
AlphaCore Capital LLC
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
Brown Shipley& Co Ltd
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
Morling Financial Advisors, LLC
Fiduciary Trust Co
Arlington Partners LLC
IRFAX - Cohen & Steers International Realty Fund, Inc. - Cohen & Steers International Realty Fund, Inc. Class A
Sherbrooke Park Advisers Llc
Artisan Partners Limited Partnership
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
RWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones International Real Estate ETF
Lester Murray Antman dba SimplyRich
Fairvoy Private Wealth, LLC
Activest Wealth Management
Triumph Capital Management
Cohen Capital Management, Inc.
Wrapmanager Inc
Canopy Partners, LLC
Farallon Capital Management Llc
Berkshire Asset Management Llc/pa
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
Kingstone Capital Partners Texas, LLC
Putney Financial Group LLC
CTC Alternative Strategies, Ltd.
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A
Saybrook Capital /nc
Vance Wealth, Inc.
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
Apollon Financial, LLC
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
Bank of New York Mellon Corp
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
Haverford Trust Co
Camden National Bank
Union Savings Bank
Sagard Holdings Management Inc.
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
Ipswich Investment Management Co., Inc.
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
ProVise Management Group, LLC
Legal Advantage Investments, Inc.
Gilman Hill Asset Management, LLC
Beacon Pointe Advisors, LLC
Crestwood Advisors Group LLC
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
Asset Planning,Inc
Capital International Inc /ca/
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
Castle Rock Wealth Management, LLC
Eisler Capital Management Ltd.
Kensington Investment Counsel, LLC
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
Whittier Trust Co
Assetmark, Inc
Smart Portfolios, LLC
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF
ESL Trust Services, LLC
Fulton Breakefield Broenniman Llc
Raleigh Capital Management Inc.
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
Argyle Capital Partners, LLC
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
Close Asset Management Ltd
Miller Financial Services LLC
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
Crew Capital Management, Ltd.
Marotta Asset Management
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
Parkside Advisors LLC
LTL - PROSHARES TRUST - ProShares Ultra Telecommunications
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
Anb Bank
Oak Asset Management, LLC
Newbridge Financial Services Group, Inc.
Hill Island Financial Llc
Pinnacle Holdings, LLC
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
Quilter Plc
Shapiro Capital Management Llc
Grantvest Financial Group LLC
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
American Alpha Advisors, LLC
Acorns Advisers, LLC
Financial Connections Group, Inc.
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
WealthTrust Axiom LLC
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
Keyes, Stange & Wooten Wealth Management, LLC
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
IFM Investors Pty Ltd
State of New Jersey Common Pension Fund D
ABVAX - AB TRUST - AB Value Fund Class A
FUKOKU MUTUAL LIFE INSURANCE Co
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
Nova Wealth Management, Inc.
Sowell Financial Services LLC
Latitude Advisors, LLC
Roble, Belko & Company, Inc
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
Van Strum & Towne Inc.
Arjuna Capital
Bell Bank
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
Ferguson Wellman Capital Management, Inc
Contrarius Group Holdings Ltd
Kessler Investment Group, LLC
Broadleaf Partners, LLC
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
Aviso Financial Inc.
Bedrijfstakpensioenfonds Voor De Media Pno
Guardian Capital Lp
Garde Capital, Inc.
Paragon Capital Management Ltd
Impact Partnership Wealth, LLC
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
LVW Advisors, LLC
Laraway Financial Inc
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
Stenger Family Office, LLC
Fountainhead AM, LLC
Royal Capital Wealth Management, LLC
Hsbc Holdings Plc
Bedel Financial Consulting, Inc.
Graves-Light Private Wealth Management, Inc.
Dillon & Associates Inc
Toronto Dominion Bank
Humankind Investments LLC
Beaumont Financial Advisors, LLC
Founders Capital Management, Llc
MONTX - MONETTA TRUST - Monetta Fund
UMA Financial Services, Inc.
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
Fifth Third Bancorp
Burns J W & Co Inc/ny
Tradition Wealth Management, LLC
Tang Capital Management Llc
Fairman Group, LLC
Toth Financial Advisory Corp
O'shaughnessy Asset Management, Llc
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
Aptus Capital Advisors, LLC
Roberts Glore & Co Inc /il/
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
Private Wealth Management Group, LLC
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A
Bbr Partners, Llc
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
MAI Capital Management
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
Meeder Asset Management Inc
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
Anchor Investment Management, LLC
Financial Engines Advisors L.L.C.
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
Compagnie Lombard Odier SCmA
Viawealth, Llc
RBA Wealth Management, LLC
Quintet Private Bank (Europe) S.A.
Vision Financial Markets Llc
Taurus Asset Management, Llc
Banco de Sabadell, S.A
PAX Financial Group, LLC
Financial Sense Advisors, Inc.
Rbo & Co Llc
MetLife Investment Management, LLC
Petra Financial Advisors Inc
MorganRosel Wealth Management, LLC
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF
OEF - iSHARES TRUST - iShares S&P 100 ETF
Smith Chas P & Associates Pa Cpas
Financial Gravity Companies, Inc.
Exchange Bank
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
Circle Wealth Management, LLC
Mediolanum International Funds Ltd
Reyes Financial Architecture, Inc.
Grantham, Mayo, Van Otterloo & Co. LLC
Verde Servicos Internacionais S.A.
Vestor Capital, Llc
Asset Management Group, Inc.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
FT Vest Hedged Equity Income Fund: Series A4
Norinchukin Bank, The
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
Washington Trust Bank
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
Fortis Group Advisors, LLC
Mainstream Capital Management LLC
Cibc World Markets Corp
Canada Pension Plan Investment Board
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
David Wealth Management LLC
Pacific Sage Partners, LLC
Sentry LLC
Sienna Gestion
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
REAP Financial Group, LLC
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
Columbia Asset Management
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
NFP Retirement, Inc.
CAP Partners, LLC
Eagle Bluffs Wealth Management LLC
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
Signature Resources Capital Management, LLC
Delta Global Management LP
Concurrent Investment Advisors, LLC
Umb Bank N A/mo
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
Cornerstone Wealth Group, LLC
Illinois Municipal Retirement Fund
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
Mathes Company, Inc.
Evercore Wealth Management, LLC
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
Nkcfo Llc
Nvwm, Llc
Aviso Wealth Management
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund
DiMeo Schneider & Associates, L.L.C.
New Mexico Educational Retirement Board
Fiduciary Wealth Partners, LLC
Livelsberger Financial Advisory
Intrepid Financial Planning Group LLC
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
Kooman & Associates
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
BRYN MAWR TRUST Co
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
Citizens & Northern Corp
Ellis Investment Partners, LLC
Bill Few Associates, Inc.
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
Neumann Capital Management, LLC
Pilgrim Partners Asia Pte Ltd
Youngs Advisory Group, Inc.
Harbor Capital Advisors, Inc.
Zurich Insurance Group Ltd/FI
Wellspring Financial Advisors, LLC
Ballentine Partners, LLC
Bond & Devick Financial Network, Inc.
Allworth Financial LP
Centaurus Financial, Inc.
Sabal Trust CO
SFY - Tidal ETF Trust - SoFi Select 500 ETF
YHB Investment Advisors, Inc.
Kathleen S. Wright Associates Inc.
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
AdvisorNet Financial, Inc
Safe Harbor Fiduciary, LLC
Charter Trust Co
Te Ahumairangi Investment Management Ltd
LCM Capital Management Inc
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
Nbt Bank N A /ny
Securian Asset Management, Inc
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
Post Resch Tallon Group Inc.
Penobscot Investment Management Company, Inc.
Lee Danner & Bass Inc
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
Private Wealth Partners, LLC
Commerzbank Aktiengesellschaft /fi
Daiwa Securities Group Inc.
Harris Associates L P
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
Orgel Wealth Management, LLC
Truepoint, Inc.
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
Halbert Hargrove Global Advisors, Llc
Prospera Capital Management, LLC
DecisionPoint Financial, LLC
Guardian Wealth Advisors, Llc / Nc
Virginia Retirement Systems Et Al
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
VestGen Advisors, LLC
Means Investment Co., Inc.
Claudia M.p. Batlle, Crp (r) Llc
Washington Growth Strategies Llc
Hills Bank & Trust Co
Kingsman Wealth Management, Inc.
Avidian Wealth Solutions, LLC
Jaffetilchin Investment Partners, LLC
Cornerstone Planning Group LLC
Bannerman Wealth Management Group, Llc
Jupiter Wealth Management LLC
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
Guggenheim Strategic Opportunities Fund
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
L2 Asset Management, LLC
Brown Brothers Harriman & Co
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
Creative Financial Designs Inc /adv
Patton Fund Management, Inc.
Macquarie Group Ltd
Franklin Street Advisors Inc /nc
J.Safra Asset Management Corp
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
Ping Capital Management, Inc.
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
Poehling Capital Management, LLC
Commonwealth Financial Services, LLC
Element Wealth, LLC
Roundview Capital LLC
SOUTH STATE Corp
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
Ames National Corp
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
Salomon & Ludwin, LLC
Encompass Wealth Advisors, Llc
Pineridge Advisors LLC
Ai Financial Services Llc
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
Prospera Financial Services Inc
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
Marathon Capital Management
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
EZU - iShares, Inc. - iShares MSCI Eurozone ETF
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
Cary Street Partner Investment Advisory Llc
Brighton Jones Llc
Prasad Wealth Partners, LLC
Tectonic Advisors Llc
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
Novak & Powell Financial Services, Inc.
OMERS ADMINISTRATION Corp
Concord Asset Management, LLC/VA
Thompson Siegel & Walmsley Llc
Lsv Asset Management
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A
Retirement Income Solutions, Inc
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
Jacksonville Wealth Management, LLC
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
Alliance Wealth Management Group
Global Strategic Investment Solutions, LLC
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
Centerstone Investors, LLC
Greatmark Investment Partners, Inc.
Saratoga Research & Investment Management
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF
Retirement Planning Group
AlpenGlobal Capital LLC
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
Krilogy Financial LLC
Cerro Pacific Wealth Advisors LLC
Kondo Wealth Advisors, Inc.
Greenleaf Trust
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
Olistico Wealth, LLC
Cornerstone Capital, Inc.
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
ValueAct Holdings, L.P.
Nbc Securities, Inc.
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
Austin Private Wealth, LLC
Hutchinson Financial Advisors, INC
Westhampton Capital, LLC
REDWX - Aspiration Funds - Aspiration Redwood Fund
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
Winton Capital Group Ltd
Benedict Financial Advisors Inc
Revisor Wealth Management LLC
Generali Investments CEE, investicni spolecnost, a.s.
Access Investment Management LLC
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
HS Management Partners, LLC
Bernard Wealth Management Corp.
Tempus Wealth Planning, LLC
Cerity Partners LLC
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
Paladin Advisory Group, LLC
Hoey Investments, Inc
Quadcap Wealth Management, LLC
SYM FINANCIAL Corp
WP Advisors, LLC
STRV - EA Series Trust - Strive 500 ETF
Inspirion Wealth Advisors, Llc
Osterweis Capital Management Inc
Mcdonald Partners Llc
Portside Wealth Group, LLC
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
Mizuho Securities Usa Llc
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
Darden Wealth Group Inc
NWF Advisory Services Inc.
Breed's Hill Capital LLC
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
Sicart Associates LLC
Revolve Wealth Partners, LLC
Maestria Partners LLC
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
Auxano Advisors, LLC
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
Strategic Investment Solutions, Inc. /IL
Advisors Asset Management, Inc.
Mark Asset Management Lp
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
McAdam, LLC
WealthCollab, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
Focused Wealth Management, Inc
Gradient Investments LLC
Colony Capital, Inc.
Generali Investments Towarzystwo Funduszy Inwestycyjnych
FLC Capital Advisors
Legacy Capital Group California, Inc.
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
D.a. Davidson & Co.
Cardinal Strategic Wealth Guidance
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
Capital A Wealth Management, LLC
YANKCOM Partnership
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
State Of Michigan Retirement System
Sheets Smith Wealth Management
CIBC Private Wealth Group, LLC
Valeo Financial Advisors, LLC
Punch & Associates Investment Management, Inc.
Stevens Capital Management Lp
Latko Wealth Management, Ltd.
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
Nadler Financial Group, Inc.
Soltis Investment Advisors LLC
Keystone Global Partners, LLC
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
Asahi Life Asset Management Co., Ltd.
MONECO Advisors, LLC
Iron Financial, LLC
IAG Wealth Partners, LLC
Patten & Patten Inc/tn
Breakwater Investment Management
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
Weik Capital Management
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
Farmers National Bank
Dana Investment Advisors, Inc.
Assenagon Asset Management S.A.
Investmark Advisory Group LLC
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
Cypress Wealth Services, LLC
Audent Global Asset Management, LLC
SPC Financial, Inc.
Gallagher Fiduciary Advisors, LLC
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
Lowe Wealth Advisors, LLC
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
Eagle Wealth Strategies Llc
Bridgefront Capital, LLC
Rockefeller Capital Management L.P.
Sage Mountain Advisors LLC
Quest Partners LLC
Madison Wealth Partners, Inc
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
Ckw Financial Group
Winslow Asset Management Inc
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
Wells Fargo & Company/mn
Advanced Series Trust - Ast Advanced Strategies Portfolio
S-Bank Fund Management Ltd
Vise Technologies, Inc.
Trust Co Of Toledo Na /oh/
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
Dimensional Fund Advisors Lp
Badgley Phelps Wealth Managers, LLC
Teachers Retirement System Of The State Of Kentucky
Diversified Investment Strategies, LLC
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
Burkett Financial Services, Llc
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
Reliant Investment Management, LLC
Goldstone Financial Group, LLC
Evermay Wealth Management Llc
Deane Retirement Strategies, Inc.
Cim Investment Mangement Inc
Csenge Advisory Group
Vinva Investment Management Ltd
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
Moody Lynn & Lieberson, Llc
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
4wealth Advisors, Inc.
Uncommon Cents Investing LLC
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
Covey Capital Advisors, LLC
Main Street Financial Solutions, LLC
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
NCM Capital Management, LLC
Alphadyne Asset Management, LLC
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
Lantz Financial LLC
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
CMG Global Holdings, LLC
Wood Tarver Financial Group, LLC
Wsfs Capital Management, Llc
MBL Wealth, LLC
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
Rsm Us Wealth Management Llc
Spartan Planning & Wealth Management
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
Mission Creek Capital Partners, Inc.
Anderson Hoagland & Co
Stamos Capital Partners, L.p.
Orrstown Financial Services Inc
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
Centurion Wealth Management LLC
Meritas Wealth Management, LLC
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
Focus Financial Network, Inc.
Catalyst Financial Partners Llc
Caisse De Depot Et Placement Du Quebec
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
Scott Marsh Financial, LLC
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
Ellsworth Growth & Income Fund Ltd
Field & Main Bank
Midwest Capital Advisors, LLC
Dumont & Blake Investment Advisors Llc
Roffman Miller Associates Inc /pa/
Financiere des Professionnels - Fonds d,investissement inc.
Sprucegrove Investment Management Ltd
Sei Investments Co
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
Livforsakringsbolaget Skandia, Omsesidigt
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
Outfitter Financial LLC
Zions Bancorporation, National Association /ut/
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
Point72 Europe (London) LLP
Dodge & Cox
Stonehaven Wealth & Tax Solutions, Llc
Inkwell Capital Llc
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
First Bancorp, Inc /ME/
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
LST - Managed Portfolio Series - Leuthold Select Industries ETF
Gifford Fong Associates
Harel Insurance Investments & Financial Services Ltd.
Silverlake Wealth Management Llc
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
Choate Investment Advisors
CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A
Aries Wealth Management
Yelin Lapidot Holdings Management Ltd.
Cranbrook Wealth Management, LLC
Yoder Wealth Management, Inc.
World Equity Group, Inc.
Coston, McIsaac & Partners
Bridges Investment Management Inc
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
Carolina Wealth Advisors, LLC
Plato Investment Management Ltd
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF
Rothschild Investment Llc
Gotham Asset Management, LLC
First Bank & Trust
Plancorp, LLC
Enterprise Bank & Trust Co
Thurston, Springer, Miller, Herd & Titak, Inc.
Delta Investment Management, LLC
Van Eck Associates Corp
Joel Isaacson & Co., LLC
Other Listings
MX:DIS
IT:1DIS 96,39 €
CH:DIS
KZ:DIS_KZ 125,00 US$
PE:DIS
GB:0QZO 112,92 US$
US:DIS 113,76 US$
GB:WDPD
AT:DIS
BG:WDP
CL:DIS
CL:DISCL
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista