GB:0R2Z / Mastercard Incorporated - Net Long/Short Value

Mastercard Incorporated
GB ˙ LSE ˙ US57636Q1040
581,55 US$ ↓ −9,78 (−1,65%)
2025-09-19
DELAT PRIS
GB:0R2Z / Mastercard Incorporated - 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)
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Breakwater Capital Group
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Umb Bank N A/mo
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BNP Paribas Asset Management Holding S.A.
Tompkins Financial Corp
KPP Advisory Services LLC
Vermillion Wealth Management, Inc.
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
Merit Financial Group, LLC
American Financial Advisors, LLC
Klp Kapitalforvaltning As
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
Amplify ETF Trust - Amplify Mobile Payments ETF
Treasurer of the State of North Carolina
Syntegra Private Wealth Group, LLC
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
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Kelly Financial Group Llc
Cyrus J. Lawrence, LLC
Werlinich Asset Management, LLC
Inlet Private Wealth, LLC
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
Financial Advisory Partners, Llc
Franklin Street Advisors Inc /nc
Smith Shellnut Wilson Llc /adv
Marcum Wealth, LLC
Apollon Financial, LLC
Castleview Partners, Llc
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
Thrive Wealth Management, LLC
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
Factory Mutual Insurance Co
Hartford Financial Management Inc.
Exchange Bank
General Partner, Inc.
Piscataqua Savings Bank
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
VEGN - ETF Series Solutions - US Vegan Climate ETF
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
1 North Wealth Services Llc
Cincinnati Insurance Co
Retirement Wealth Solutions LLC
Madison Asset Management, LLC
Summit X, LLC
Gillespie Robinson & Grimm Inc
Smartleaf Asset Management LLC
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
Bank OZK
Gillson Capital LP
Bigelow Investment Advisors, LLC
Certified Advisory Corp
JDM Financial Group LLC
Adage Capital Partners Gp, L.l.c.
Czech National Bank
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
KRMA - Global X Funds - Global X Conscious Companies ETF
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
Northstar Financial Companies, Inc.
Carrera Capital Advisors
Talbot Financial, LLC
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
Nicholas Investment Partners, LP
Securian Funds Trust - SFT Index 500 Fund Class 1
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares
Financial Network Wealth Advisors LLC
Highview Capital Management LLC/DE/
Central Pacific Bank - Trust Division
Coastwise Capital Group, LLC
PayPay Securities Corp
Spectrum Wealth Counsel, LLC
Argus Investors' Counsel, Inc.
Twin Lakes Capital Management, LLC
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
Pitti Group Wealth Management, LLC
Oppenheimer & Co Inc
Erste Asset Management GmbH
Hopwood Financial Services, Inc.
KP Management LLC
Baker Boyer National Bank
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
Colonial Trust Advisors
Cibc World Markets Corp
Jensen Investment Management Inc
Old Second National Bank Of Aurora
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
Kendall Capital Management
Power Wealth Management Llc
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
O'shaughnessy Asset Management, Llc
Radnor Capital Management, LLC
Capital Markets Trading UK LLP
M. Kraus & Co
Trust Co Of Virginia /va
Captrust Financial Advisors
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
Becker Capital Management Inc
Rowland & Co Investment Counsel/adv
Sagace Wealth Management LLC
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
West Branch Capital LLC
W.G. Shaheen & Associates DBA Whitney & Co
Nan Shan Life Insurance Co., Ltd.
Stratos Wealth Advisors, LLC
Insight Advisors, LLC/ PA
BLB&B Advisors, LLC
Farmers National Bank
Fundamentun, Llc
Hobbs Wealth Management, LLC
RVW Wealth, LLC
Outlook Wealth Advisors, LLC
Bard Financial Services, Inc.
GFGEX - Capitol Series Trust - Guardian Fundamental Global Equity Fund Institutional Shares
Wendell David Associates Inc
USA Financial Portformulas Corp
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
American National Bank
Valley Brook Capital Group, Inc.
Point72 (DIFC) Ltd
Israel Discount Bank of New York
High Note Wealth, LLC
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
Boltwood Capital Management
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
Dominguez Wealth Management Solutions, Inc.
Raub Brock Capital Management LP
Kane Investment Management, Inc.
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
Blackhill Capital Inc
Dupont Capital Management Corp
REAP Financial Group, LLC
Oak Harbor Wealth Partners, Llc
Resources Investment Advisors, LLC.
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
Commonwealth Financial Services, LLC
Broderick Brian C
Strategic Global Advisors, LLC
Brown Miller Wealth Management, LLC
Utah Retirement Systems
Americana Partners, LLC
Intrinsic Value Partners, LLC
Baxter Bros Inc
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
Compass Capital Management, Inc
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
Affinity Wealth Management Llc
Agur Provident & Training Funds Management Ltd
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
Moloney Securities Asset Management, LLC
Highline Wealth Partners Llc
Fiduciary Group LLC
TCP Asset Management, LLC
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
Skye Global Management LP
Strategic Financial Services, Inc,
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
Fagan Associates, Inc.
IAFMX - RBB FUND, INC. - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares
BlackDiamond Wealth Management Inc.
Dudley Capital Management, Llc
EHP Funds Inc.
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
Voloridge Investment Management, Llc
Evolution Wealth Management Inc.
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
Zuckerman Investment Group, LLC
ExodusPoint Capital Management, LP
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A
Stableford Capital Ii Llc
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
White Knight Strategic Wealth Advisors, LLC
Tocqueville Asset Management L.p.
Old North State Trust, LLC
Credit Agricole S A
FSM Wealth Advisors, LLC
Aspiriant, Llc
Principle Wealth Partners Llc
MorganRosel Wealth Management, LLC
Integral Investment Advisors, Inc.
Parkworth Wealth Management, Inc.
Archford Capital Strategies, LLC
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
Catalyst Private Wealth, Llc
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
Capital Management Corp /va
Prime Capital Investment Advisors, LLC
Seilern Investment Management Ltd
Grayhawk Investment Strategies Inc.
Equitable Holdings, Inc.
Strategic Advisors LLC
Universal- Beteiligungs- und Servicegesellschaft mbH
Allworth Financial LP
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
Kornitzer Capital Management Inc /ks
Cahaba Wealth Management, Inc.
Arvest Investments, Inc.
Lynx Investment Advisory
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
Pinnacle Wealth Planning Services, Inc.
Intech Investment Management Llc
Vista Wealth Management Group, LLC
Tanglewood Legacy Advisors, LLC
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
Custom Index Systems, Llc
180 Wealth Advisors, Llc
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
ESG Planning
Hall Capital Management Co Inc
J.Safra Asset Management Corp
Hickory Point Bank & Trust
Investment Research & Advisory Group, Inc.
Quest 10 Wealth Builders, Inc.
VestGen Advisors, LLC
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
United Community Bank
Financial Security Advisor, Inc.
Strong Tower Advisory Services
Kilter Group LLC
FT Vest Hedged Equity Income Fund: Series A3
Ibex Wealth Advisors
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
Collective Family Office Llc
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
Financial Advisors Network, Inc.
Balboa Wealth Partners
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
Newman Dignan & Sheerar, Inc.
Lynch Asset Management, Inc.
Intellectus Partners, LLC
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
Innova Wealth Partners
Black Diamond Financial, LLC
Clifford Swan Investment Counsel Llc
Nvwm, Llc
Nuveen Multi-Asset Income Fund
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
Chesley Taft & Associates LLC
Schonfeld Strategic Advisors LLC
Perkins Coie Trust Co
Potomac Fund Management Inc /adv
Castleark Management Llc
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
BlueSky Wealth Advisors, LLC
Park Capital Management, LLC / WI
GHP Investment Advisors, Inc.
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
Dixon Mitchell Investment Counsel Inc.
BIP Alliance, LLC
SlateStone Wealth, LLC
Jefferies Financial Group Inc.
Wealth Management Associates, Inc.
Dale Q Rice Investment Management Ltd
Brighton Jones Llc
Boston Family Office Llc
Precedent Wealth Partners, Llc
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
Blue Whale Capital LLP
Gavilan Investment Partners LLC
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
Private Advisor Group, LLC
Janus Henderson Group Plc
Angeles Wealth Management, Llc
Sowell Financial Services LLC
Lakeside Advisors, INC.
Jupiter Wealth Management LLC
Lansforsakringar Fondforvaltning AB (publ)
Wheelhouse Advisory Group LLC
Ballentine Partners, LLC
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
Rockefeller Capital Management L.P.
Abound Wealth Management
Letson Investment Management, Inc.
Bearing Point Capital, Llc
Pensionfund Sabic
Hm Payson & Co
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
Fort Washington Investment Advisors Inc /oh/
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
Legacy Investment Solutions, LLC
Berkeley, Inc
Sagespring Wealth Partners, Llc
Heathbridge Capital Management Ltd.
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
FT Vest Hedged Equity Income Fund: Series A2
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1
Oberweis Asset Management Inc/
Hanson & Doremus Investment Management
Ironvine Capital Partners, LLC
Reuter James Wealth Management, Llc
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
Guerra Pan Advisors, Llc
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
Venture Visionary Partners LLC
Financiere des Professionnels - Fonds d,investissement inc.
Matthew 25 Management Corp
CLARET ASSET MANAGEMENT Corp
Jag Capital Management, Llc
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class
We Are One Seven, LLC
Caldwell Securities, Inc
Fulton Breakefield Broenniman Llc
Trinity Financial Advisors LLC
Orleans Capital Management Corp/la
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
Kampmann Melissa S.
Hill Island Financial Llc
Able Wealth Management LLC
RiverFront Investment Group, LLC
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
Gilliland Jeter Wealth Management LLC
Brown Shipley& Co Ltd
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
Reliant Investment Management, LLC
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
MASTERINVEST Kapitalanlage GmbH
Patten & Patten Inc/tn
Portfolio Strategies, Inc.
Ritter Daniher Financial Advisory LLC / DE
Sumitomo Mitsui Financial Group, Inc.
Jfs Wealth Advisors, Llc
Thurston, Springer, Miller, Herd & Titak, Inc.
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
Drake & Associates, LLC
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
Vermillion & White Wealth Management Group, LLC
Arcus Capital Partners, LLC
Keeler & Nadler Financial Planning & Wealth Management
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
West Family Investments, Inc.
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
Ycg, Llc
Bey-Douglas LLC
Oak Ridge Investments Llc
Fortis Advisors, LLC
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
Redmond Asset Management, LLC
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
Soroban Capital Partners LP
Fiera Capital Corp
Orion Portfolio Solutions, LLC
Cullen Investment Group, Ltd.
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
Commonwealth Retirement Investments LLC
Valley National Advisers Inc
PFG Investments, LLC
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
Mattern Capital Management, Llc
Dana Investment Advisors, Inc.
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
Lutz Financial Services LLC
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
ELCO Management Co., LLC
E. Ohman J:or Asset Management AB
Truepoint, Inc.
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
Gulf International Bank (UK) Ltd
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
Sound Income Strategies, LLC
Blue Bell Private Wealth Management, Llc
Cove Private Wealth, LLC
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
Horizon Bancorp Inc /in/
Temasek Holdings (Private) Ltd
Jacobsen Capital Management
TGFRX - TANAKA FUNDS INC - TANAKA Growth Fund Class R
Ogorek Anthony Joseph /ny/ /adv
Flossbach Von Storch Ag
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
Zurich Insurance Group Ltd/FI
First Heartland Consultants, Inc.
Supplemental Annuity Collective Trust of NJ
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
Rosenberg Matthew Hamilton
TruWealth Advisors, LLC
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
Fundsmith LLP
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
Katamaran Capital LLP
Lecap Asset Management Ltd
BTC Capital Management, Inc.
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
Bolthouse Investments, LLC
Triodos Investment Management BV
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
Richardson Financial Services Inc.
Rivulet Capital, Llc
Sandbox Financial Partners, LLC
Mbb Public Markets I Llc
Red Door Wealth Management, LLC
Nishkama Capital, LLC
Bank Of Montreal /can/
Wealthstream Advisors, Inc.
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
Wilkins Investment Counsel Inc
Sittner & Nelson, Llc
Helium Advisors LLC
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
Two Creeks Capital Management, LP
Sterling Investment Counsel, LLC
Cannon Advisors, Inc.
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
RiverPark Advisors, LLC
OneAscent Financial Services LLC
Total Clarity Wealth Management, Inc.
Stephenson National Bank & Trust
Boit C F David
Cardinal Strategic Wealth Guidance
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
World Equity Group, Inc.
U.S. Capital Wealth Advisors, LLC
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
Carnegie Capital Asset Management, LLC
Williams Jones Wealth Management, LLC.
Sagard Holdings Management Inc.
Thames Capital Management Llc
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
Citizens Financial Group Inc/ri
Sage Private Wealth Group, Llc
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
Junto Capital Management LP
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
Postrock Partners Llc
Duncan Williams Asset Management, LLC
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
Keyvantage Wealth, Llc
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
Van Eck Associates Corp
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
Avion Wealth
Guggenheim Strategic Opportunities Fund
LJI Wealth Management, LLC
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
LifePlan Investment Advisors, Inc.
South Street Advisors LLC
Credential Securities Inc.
Unigestion Holding SA
Tiemann Investment Advisors, Llc
Glenmede Trust Co Na
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
Comgest Global Investors S.a.s.
Empower Advisory Group, LLC
Vestor Capital, Llc
Goldman Sachs Group Inc
Moors & Cabot, Inc.
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
EverSource Wealth Advisors, LLC
Argent Advisors, Inc.
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
Journey Strategic Wealth Llc
Samalin Investment Counsel, LLC
QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF
Capital Management Associates, Inc
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
Matauro, Llc
Moser Wealth Advisors, LLC
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
Motley Fool Asset Management LLC
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A
Ubs Asset Management Americas Inc
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
Atwater Malick LLC
Alesco Advisors Llc
Schwerin Boyle Capital Management Inc
Warren Street Wealth Advisors, LLC
B & T Capital Management DBA Alpha Capital Management
CoreFirst Bank & Trust
California Public Employees Retirement System
VisionPoint Advisory Group, LLC
Securian Funds Trust - SFT Ivy Growth Fund
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
X-Square Capital, LLC
Enterprise Bank & Trust Co
Swiss National Bank
Russell Investments Group, Ltd.
Boomfish Wealth Group, LLC
Bank & Trust Co
Exencial Wealth Advisors, Llc
State of New Jersey Common Pension Fund D
FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio
Oxford Asset Management Llp
Greenland Capital Management LP
Akre Capital Management Llc
D'Orazio & Associates, Inc.
Sterling Capital Management LLC
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
Encompass More Asset Management
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
Connable Office Inc
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
Consolidated Capital Management, Llc
Paradigm Asset Management Co Llc
Onefund, Llc
Accredited Wealth Management, LLC
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
Geneos Wealth Management Inc.
Smith, Salley & Associates
Tactive Advisors, LLC
Boston Common Asset Management, LLC
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
Everett Harris & Co /ca/
Aqr Capital Management Llc
JTC Employer Solutions Trusteee Ltd
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
Chesapeake Wealth Management
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
Private Management Group Inc
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
Paradigm Financial Partners, Llc
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
Motive Wealth Advisors
Firethorn Wealth Partners, Llc
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
CWA Asset Management Group, LLC
Millington Financial Advisors, LLC
Bleakley Financial Group, LLC
Sora Investors Llc
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
Sand Hill Global Advisors, LLC
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
Levin Capital Strategies, L.p.
Harvey Capital Management Inc
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
Rational Advisors Llc
Cm Wealth Advisors Llc
Change Path, LLC
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
Greenleaf Trust
IHT Wealth Management, LLC
Crossmark Global Holdings, Inc.
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
D. E. Shaw & Co., Inc.
Family Management Corp
Aquamarine Zurich AG
Miller Financial Services LLC
Processus Wealth & Capital Management, LLC
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
Banque Transatlantique SA
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
Emerald Advisors, LLC
Diversified Enterprises, LLC
North Ridge Wealth Advisors, Inc.
Genus Capital Management Inc.
Waterfront Wealth Inc.
Oakworth Capital, Inc.
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
Meeder Asset Management Inc
Summit Asset Management, LLC
Wealth Dimensions Group, Ltd.
Tiaa Trust, National Association
Alpha Family Trust
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
Bell Investment Advisors, Inc
Monetary Management Group Inc
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
GFG Capital, LLC
Forte Capital Llc /adv
Reynders McVeigh Capital Management, LLC
Delta Global Management LP
Delta Financial Group, Inc.
WealthTrak Capital Management LLC
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
Oak Harvest Investment Services
Ameliora Wealth Management Ltd.
Perpetual Ltd
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
Redwood Park Advisors LLC
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
Citadel Advisors Llc
Bullseye Investment Management, LLC
Heartland Bank & Trust Co
Ccg Wealth Management, Llc
NovaPoint Capital, LLC
SP Asset Management LLC
Strs Ohio
Volterra Technologies LP
Jackson Square Partners, LLC
Transamerica Financial Advisors, Inc.
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
Coston, McIsaac & Partners
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
Nichols & Pratt Advisers Llp /ma
Little House Capital Llc
HFM Investment Advisors, LLC
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
Westwood Holdings Group Inc
State Of Michigan Retirement System
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
AustralianSuper Pty Ltd
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
Harrington Investments, INC
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
Wulff, Hansen & Co.
Triasima Portfolio Management inc.
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
Primecap Management Co/ca/
Phillips Wealth Planners LLC
Evelyn Partners Investment Management LLP
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
Catalytic Wealth RIA, LLC
Virtus Investment Advisers, Inc.
Naples Global Advisors, Llc
Instrumental Wealth, Llc
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
First Horizon Advisors, Inc.
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
Toroso Investments, LLC
Sentinel Trust Co Lba
State of Tennessee, Treasury Department
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
Group One Trading, L.p.
Keystone Wealth Services, LLC
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
Tritonpoint Wealth, Llc
Bear Mountain Capital, Inc.
Advanced Asset Management Advisors Inc
WPVLX - WEITZ FUNDS - Partners Value Fund - Investor Class
Rockbridge Capital Management LLC
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
Consolidated Planning Corp
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
Union Bancaire Privee, UBP SA
Burney Co/
Dnca Finance
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
Legend Financial Advisors, Inc.
Ninety One UK Ltd
Deane Retirement Strategies, Inc.
Millstone Evans Group, LLC
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
Bls Capital Fondsmaeglerselskab A/s
Klein Pavlis & Peasley Financial, Inc.
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
Decatur Capital Management, Inc.
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
Cascade Investment Group, Inc.
Millennium Management Llc
Hendershot Investments Inc.
Peak6 Llc
Pennington Partners & Co., Llc
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
Close Asset Management Ltd
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
Clark Capital Management Group, Inc.
JNBA Financial Advisors
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
James J. Burns & Company, LLC
Colonial River Wealth Management, LLC
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
Fairtree Asset Management (Pty) Ltd
GMEZX - GuideStone Funds - Impact Equity Fund Investor
Nia Impact Advisors, Llc
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
1776 Wealth LLC
LRI Investments, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
ORG Partners LLC
Barlow Wealth Partners, Inc.
CRA Financial Services, LLC
Hodges Capital Management Inc.
Longbow Finance SA
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
Purkiss Capital Advisors LLC
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
Essex Savings Bank
Kempen Capital Management N.v.
Aigen Investment Management, Lp
Absolute Capital Management, LLC
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
BITQ - EXCHANGE TRADED CONCEPTS TRUST - Bitwise Crypto Industry Innovators ETF
Tandem Investment Advisors, Inc.
Northeast Financial Consultants Inc
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
Powers Advisory Group, LLC
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
Procyon Private Wealth Partners, LLC
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
Capital Investment Counsel, Inc
BlackRock ESG Capital Allocation Trust
Barnes Dennig Private Wealth Management LLC
Lazard Asset Management Llc
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class
EP Wealth Advisors, Inc.
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
Fountainhead AM, LLC
Charles-Lim Capital Ltd
Planning Directions Inc
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
Lincoln Capital LLC
Burr Financial Services, Llc
Ellevest, Inc.
Unique Wealth, Llc
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
Papp L Roy & Associates
Ithaka Group Llc
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
McLean Asset Management Corp
Independent Solutions Wealth Management, LLC
Sage Investment Counsel LLC
Audent Global Asset Management, LLC
Paces Ferry Wealth Advisors, Llc
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
Burgundy Asset Management Ltd.
Checchi Capital Advisers, LLC
T. Rowe Price Investment Management, Inc.
Schear Investment Advisers, LLC
Arbor Capital Management Inc /adv
Hantz Financial Services, Inc.
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
Safeguard Financial, LLC
New York State Common Retirement Fund
Rathbone Brothers plc
Acorn Creek Capital Llc
Cardinal Point Capital Management, ULC
Ausdal Financial Partners, Inc.
Mystic Asset Management, Inc.
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
Northwest Quadrant Wealth Management, LLC
Landmark Wealth Management, LLC
Knollwood Investment Advisory, LLC
Pacific Center for Financial Services
Providence First Trust Co
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
Stonebridge Capital Advisors LLC
Lyell Wealth Management, Lp
Lewis Asset Management, LLC
Sanders Morris Harris Llc
Avantax Advisory Services, Inc.
Cookson Peirce & Co Inc
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund
Relyea Zuckerberg Hanson LLC
Portside Wealth Group, LLC
L2 Asset Management, LLC
DT Investment Partners, LLC
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I
Kcm Investment Advisors Llc
Nuveen S&p 500 Dynamic Overwrite Fund
Activest Wealth Management
Tudor Investment Corp Et Al
Campbell Newman Asset Management Inc
Mml Investors Services, Llc
Verition Fund Management LLC
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
Parisi Gray Wealth Management
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
Wealthbridge Capital Management, Llc
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
Woodstock Corp
Copperleaf Capital, LLC
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A
De Burlo Group Inc
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
Impact Asset Management GmbH
Groupe la Francaise
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
Lanham O'Dell & Company, Inc.
Ssa Swiss Advisors Ag
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
Suncoast Equity Management
Payden & Rygel
Guggenheim Capital Llc
KKM Financial LLC
Rappaport Reiches Capital Management, LLC
Braun Stacey Associates Inc
Peak Asset Management, LLC
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
Haverford Trust Co
Corps Capital Advisors, LLC
Polar Asset Management Partners Inc.
Intact Investment Management Inc.
Manning & Napier Advisors Llc
Stance Capital Llc
Flynn Zito Capital Management, Llc
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
Waterloo Capital, L.P.
Ransom Advisory, Ltd
Eley Financial Management, Inc
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
Nissay Asset Management Corp /japan/ /adv
Amarillo National Bank
Triad Wealth Partners, LLC
Arrowstreet Capital, Limited Partnership
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
Standard Life Aberdeen plc
Elite Wealth Management, Inc.
Western Wealth Management, LLC
Oliver Lagore Vanvalin Investment Group
Maryland State Retirement & Pension System
Asset Planning,Inc
Anchor Investment Management, LLC
1620 Investment Advisors, Inc.
LS Investment Advisors, LLC
Howe & Rusling Inc
Quantum Private Wealth, LLC
Harold Davidson & Associates Inc.
Meridian Wealth Advisors, LLC
Ables, Iannone, Moore & Associates, Inc.
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
Lifestyle Asset Management, Inc.
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
Regimen Wealth, Llc
Calamos Wealth Management LLC
Lummis Asset Management, LP
Adviser Investments LLC
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
Sumitomo Mitsui Trust Holdings, Inc.
Tributary Capital Management, LLC
Thrivent Financial For Lutherans
First Hawaiian Bank
Renaissance Group Llc
Beaumont Asset Management, L.L.C.
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
Turning Point Benefit Group, Inc.
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
Canoe Financial LP
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
Leonard Rickey Investment Advisors P.L.L.C.
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
Mn Services Vermogensbeheer B.V.
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
EdgeRock Capital LLC
RD Lewis Holdings, Inc.
Menora Mivtachim Holdings Ltd.
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
Earnest Partners Llc
Strengthening Families & Communities, LLC
Brown, Lisle/cummings, Inc.
PICTET BANK & TRUST Ltd
Fusion Family Wealth LLC
Cassia Capital Partners, LLC
Commerce Bank
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Whalerock Point Partners, Llc
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
Ilmarinen Mutual Pension Insurance Co
Family Legacy Financial Solutions, LLC
Tandem Capital Management Corp /adv
Hamilton Capital, LLC
Aviso Wealth Management
ZEGA Investments, LLC
Metropolis Capital Ltd
Emerald Investment Partners, Llc
HHM Wealth Advisors, LLC
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
Biltmore Family Office, LLC
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF
MainStreet Investment Advisors LLC
SeaTown Holdings Pte. Ltd.
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
American Century Companies Inc
Decker Retirement Planning Inc.
Bradley Foster & Sargent Inc/ct
Regions Financial Corp
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
Weil Company, Inc.
Commerzbank Aktiengesellschaft /fi
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
Provident Wealth Management, LLC
Fairbanks Capital Management, Inc.
Jlb & Associates Inc
Dsm Capital Partners Llc
Cerro Pacific Wealth Advisors LLC
Fermata Advisors, LLC
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
IWB - iSHARES TRUST - iShares Russell 1000 ETF
CX Institutional
Manhattan West Asset Management, LLC
Founders Capital Management
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
Fourth Dimension Wealth, LLC
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
Dakota Wealth Management
Nearwater Capital Markets, Ltd
Valeo Financial Advisors, LLC
Carret Asset Management, Llc
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
Natixis
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
Guardian Wealth Advisors, Llc / Nc
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class
Credit Industriel Et Commercial
Naviter Wealth, LLC
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
McKinley Carter Wealth Services, Inc.
TFR Capital, LLC.
Green Square Capital Advisors Llc
Golden State Wealth Management, LLC
Walleye Trading LLC
Unisphere Establishment
Coldstream Capital Management Inc
Ti-trust, Inc
HBK Sorce Advisory LLC
Quadrature Capital Ltd
Nova R Wealth, Inc.
Berkeley Capital Partners, LLC
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
Rainier Family Wealth Inc
CMT Capital Markets Trading GmbH
Cambridge Financial Group, Inc.
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
Strategy Asset Managers Llc
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
Tradition Wealth Management, LLC
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
Amica Retiree Medical Trust
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
RKL Wealth Management LLC
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
Capital International Ltd /ca/
Andina Capital Management, LLC
Interval Partners, LP
Wealth Alliance
Crawford Investment Counsel Inc
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
Compagnie Lombard Odier SCmA
DLK Investment Management, LLC
Opal Wealth Advisors, LLC
Montis Financial, LLC
Traynor Capital Management, Inc.
Jaffetilchin Investment Partners, LLC
BOK Financial Private Wealth, Inc.
Banque de Luxembourg S.A.
Kentucky Retirement Systems Insurance Trust Fund
Belpointe Asset Management LLC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
Rodgers Brothers Inc.
111 Capital
One Capital Management, LLC
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
Hallmark Capital Management Inc
Savoie Capital LLC
Cypress Advisory Group LLC
Essex Investment Management Co Llc
Fairscale Capital, LLC
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund
Centaurus Financial, Inc.
Covey Capital Advisors, LLC
Phoenix Holdings Ltd.
NEOS Investment Management LLC
Transce3nd, LLC
Welch Group, LLC
Pathstone Holdings, LLC
Elwood & Goetz Wealth Advisory Group, LLC
Oregon Public Employees Retirement Fund
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
CBIZ Investment Advisory Services, LLC
American Trust
DJE Kapital AG
Winmill & Co. Inc
Howard Capital Management Inc.
Roof Eidam & Maycock/adv
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
Independent Wealth Network Inc.
Clarius Group, LLC
Venturi Wealth Management, LLC
GFGF - EA Series Trust - Guru Favorite Stocks ETF
Marex Group plc
Hemington Wealth Management
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
Redwood Investments, LLC
Cerity Partners LLC
Disciplined Equity Management, Inc.
Bay Harbor Wealth Management, LLC
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
Stone House Investment Management, LLC
Findlay Park Partners LLP
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
Woodline Partners LP
Galvin, Gaustad & Stein, LLC
Concurrent Investment Advisors, LLC
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
Eaton Vance Tax-managed Buy-write Opportunities Fund
Prospect Hill Management, LLC
Cape Investment Advisory, Inc.
Advisory Alpha, LLC
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
Francis Financial, Inc.
OneAscent Wealth Management LLC
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
Stonebrook Private Inc.
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
Petrus Trust Company, LTA
Blue Chip Partners, Inc.
Parallax Volatility Advisers, L.P.
Cwm, Llc
Worldquant Millennium Advisors Llc
Brookstone Capital Management
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
Maseco Llp
PrairieView Partners, LLC
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
Fidelity D & D Bancorp Inc
Mcdaniel Terry & Co
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
Kingswood Wealth Advisors, Llc
Chilton Investment Co Llc
Atlas Private Wealth Advisors
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
WealthPLAN Partners, LLC
Atreides Management, LP
Zullo Investment Group, Inc.
Vestcor Inc
DiNuzzo Private Wealth, Inc.
Huntington National Bank
Price T Rowe Associates Inc /md/
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
Olistico Wealth, LLC
Calamos Advisors LLC
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
Raiffeisen Bank International AG
Stablepoint Partners, LLC
Bourne Lent Asset Management Inc
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
United Bank
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
Accredited Investors Inc.
Hutchens & Kramer Investment Management Group, LLC
Walleye Capital LLC
Barbara Oil Co.
Aristides Capital LLC
Iron Horse Wealth Management, LLC
Delos Wealth Advisors, LLC
Auxano Advisors, LLC
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
Culbertson A N & Co Inc
Axxcess Wealth Management, Llc
IMG Wealth Management, Inc.
JPL Wealth Management, LLC
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
Clark Asset Management, LLC
Roman Butler Fullerton & Co
Greenline Partners, LLC
Winthrop Advisory Group LLC
Pinkerton Retirement Specialists, LLC
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
American Capital Advisory, LLC
Capitolis Liquid Global Markets LLC
Talon Private Wealth, LLC
Groupama Asset Managment
Syverson Strege & Co
Banco Santander, S.A.
USS Investment Management Ltd
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
Mb, Levis & Associates, Llc
State of Alaska, Department of Revenue
Quilter Plc
Koa Wealth Management, LLC
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
Modus Advisors, LLC
Legal Advantage Investments, Inc.
Onyx Bridge Wealth Group LLC
Profunds - Profund Vp Financials
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
Strategic Blueprint, LLC
First Business Financial Services, Inc.
Sierra Ocean, Llc
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
Karani Asset Management LLC
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
America First Investment Advisors, LLC
Synovus Financial Corp
Pasadena Private Wealth, LLC
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
Walter & Keenan Financial Consulting Co /mi/ /adv
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
Thornburg Investment Management Inc
Merrion Investment Management Co, LLC
Tcfg Wealth Management, Llc
Nitorum Capital, L.P.
Nautilus Advisors LLC
VGLSX - VALIC Co I - Global Strategy Fund
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
Nbt Bank N A /ny
Ritholtz Wealth Management
Nova Wealth Management, Inc.
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
Evernest Financial Advisors, LLC
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
Global Financial Private Client, LLC
Kerusso Capital Management LLC
LST - Managed Portfolio Series - Leuthold Select Industries ETF
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
Partners Wealth Management, Llc
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
Tokio Marine Asset Management Co Ltd
Mairs & Power Inc
Davis Capital Management
Impact Partnership Wealth, LLC
Lcnb Corp
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
Clune & Associates, Ltd.
SkyOak Wealth, LLC
Barr E S & Co
VeraBank, N.A.
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
Endeavor Private Wealth, Inc.
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
Gwn Securities Inc.
M&t Bank Corp
Paladin Advisory Group, LLC
New Republic Capital, LLC
Fi3 FINANCIAL ADVISORS, LLC
Integrated Advisors Network LLC
Brave Warrior Advisors, LLC
Vancity Investment Management Ltd
Fortress Wealth Group, LLC
Baker Tilly Financial, Llc
Investment Management Corp /va/ /adv
CFS Investment Advisory Services, LLC
RVRB - ADVISORS SERIES TRUST - Reverb ETF
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
Altus Wealth Group LLC
Twin Capital Management Inc
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
Magnolia Private Wealth, LLC
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
Godsey & Gibb Associates
Deroy & Devereaux Private Investment Counsel Inc
Bitwise Funds Trust - Bitwise Web3 ETF
Leelyn Smith, LLC
DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF
Loomis Sayles & Co L P
Stonekeep Investments, LLC
First Foundation Advisors
Elk River Wealth Management, LLC
Canal Capital Management, LLC
Nilsine Partners, LLC
Harbour Trust & Investment Management Co
Empowered Funds, LLC
Parkside Financial Bank & Trust
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
Diversified Portfolios, Inc.
Morton Capital Management LLC/CA
Woodmont Investment Counsel Llc
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
Tempus Wealth Planning, LLC
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
Stratos Wealth Partners, LTD.
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF
Banque Cantonale Vaudoise
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
Hamel Associates, Inc.
BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund
CMH Wealth Management LLC
WFA Asset Management Corp
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
Quadrant Private Wealth Management, LLC
Motley Fool Wealth Management, LLC
Charter Trust Co
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
North Capital, Inc.
Mattern Wealth Management LLC
Maripau Wealth Management Llc
Elo Mutual Pension Insurance Co
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
Kelman-Lazarov, Inc.
LGT Group Foundation
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
SilverOak Wealth Management LLC
Shell Asset Management Co
Richard W. Paul & Associates, LLC
Quintet Private Bank (Europe) S.A.
Profund Advisors Llc
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
Teachers Retirement System Of The State Of Kentucky
Vivaldi Capital Management, LLC
Fwl Investment Management, Llc
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
Maren Capital LLC
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
Wambolt & Associates, LLC
Twinbeech Capital Lp
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
Calamos Strategic Total Return Fund
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
Nwam Llc
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
First National Trust Co
Magnetar Financial LLC
Infusive Asset Management Inc.
Optiver Holding B.V.
Arvest Bank Trust Division
Rockingstone Advisors LLC
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
Gallagher Fiduciary Advisors, LLC
Royal London Asset Management Ltd
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
Quadrant Capital Group Llc
Farley Capital L.p.
Cypress Funds Llc
Wick Capital Partners, LLC
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
Kemnay Advisory Services Inc.
Lagoda Investment Management, L.P.
SC&H Financial Advisors, Inc.
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
Florida Financial Advisors, Llc
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
Mufg Securities Americas Inc.
Promethium Advisors,llc
TOGA - Managed Portfolio Series - Tremblant Global ETF
Capital Investment Advisory Services, LLC
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
Altman Advisors, Inc.
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
Jacobs Levy Equity Management, Inc
ROGSX - Oak Associates Funds - Red Oak Technology Select Fund
Marshall Financial Group LLC
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
First Command Advisory Services, Inc.
Centricity Wealth Management, LLC
Polar Capital Holdings Plc
Waverton Investment Management Ltd
D.B. Root & Company, LLC
Sumitomo Life Insurance Co
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
Bridgewater Advisors Inc.
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
One Degree Advisors Inc
DAVENPORT & Co LLC
Brio Consultants, LLC
Stelac Advisory Services LLC
Kraft, Davis & Associates, LLC
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
RBF Capital, LLC
Addison Advisors LLC
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
Royal Capital Wealth Management, LLC
Brown Capital Management Llc
United Capital Financial Advisers, Llc
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
Adirondack Trust Co
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
Globeflex Capital L P
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
City Holding Co
VCAAX - VALIC Co I - Asset Allocation Fund
Settian Capital LP
AIA Group Ltd
Cape Ann Savings Bank
Matisse Capital
Consultiva Wealth Management, Corp.
Pensionmark Financial Group, Llc
Spectrum Wealth Advisory Group, LLC
Dorsey Wright & Associates
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
Parsons Capital Management Inc/ri
Sutton Place Investors Llc
Allen Operations Llc
Strategic Planning Group, Llc
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
TBH Global Asset Management, LLC
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
Cyndeo Wealth Partners, LLC
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
Fft Wealth Management Llc
Seacrest Wealth Management, Llc
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
Intrua Financial, LLC
Chung Wu Investment Group, LLC
Tamar Securities, LLC
Prospect Financial Services LLC
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
Pacitti Group Inc.
Hutchinson Capital Management/ca
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A
Duncker Streett & Co Inc
TRFM - ETF Series Solutions - AAM Transformers ETF
Verity Asset Management, Inc.
Plante Moran Financial Advisors, LLC
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
Ronald Blue Trust, Inc.
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
Maryland Capital Advisors Inc.
RB Capital Management, LLC
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
Foster Group, Inc.
Capital Research Global Investors
Eagle Strategies LLC
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
HighTower Advisors, LLC
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
Catalyst Capital Advisors LLC
Proathlete Wealth Management Llc
Fulton Bank, N.a.
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
Five Oceans Advisors
Actiam N.v.
Penserra Capital Management LLC
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
GAM Holding AG
McGowan Group Asset Management, Inc.
MWA Asset Management
Hsbc Holdings Plc
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
Sterling Investment Advisors, Ltd.
Founders Financial Alliance, LLC
First National Advisers, LLC
Whittier Trust Co Of Nevada Inc
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
First National Bank Sioux Falls
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
Blue Edge Capital, LLC
Flagstone Financial Management
Heritage Investors Management Corp
Walled Lake Planning & Wealth Management, Llc
Susquehanna Fundamental Investments, Llc
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
Spence Asset Management
Country Club Bank /gfn
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
waypoint wealth counsel
Stonegate Investment Group, LLC
Public Sector Pension Investment Board
Hobart Private Capital, LLC
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
GGM Financials LLC
Obermeyer Wood Investment Counsel, Lllp
Twin Peaks Wealth Advisors, LLC
University Of Texas/texas Am Investment Managment Co
Meitav Dash Investments Ltd
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
Enhancing Capital LLC
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
Verus Capital Partners, Llc
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
Robertson Stephens Wealth Management, LLC
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
BlackRock Capital Allocation Trust
Frank, Rimerman Advisors LLC
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
Retirement Planning Group
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Hollencrest Capital Management
Canada Pension Plan Investment Board
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
Barden Capital Management, Inc.
Brasada Capital Management, Lp
Oppenheimer Asset Management Inc.
Blackrock Science & Technology Trust
Clark Financial Services Group Inc /bd
Murphy & Mullick Capital Management Corp
GSB Wealth Management, LLC
Means Investment Co., Inc.
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
ABIG - EA Series Trust - Argent Large Cap ETF
Citizens National Bank Trust Department
Tcw Group Inc
First Manhattan Co
Nbw Capital Llc
Idaho Trust Bank
Silicon Valley Capital Partners
Tacita Capital Inc
Goodman Advisory Group, LLC
James Investment Research Inc
CIBC Private Wealth Group, LLC
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
Louisiana State Employees Retirement System
KBC Group NV
Silphium Asset Management Ltd
Aft, Forsyth & Sober, LLC
Private Wealth Management Group, LLC
LFA - Lugano Financial Advisors SA
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
CSM Advisors, LLC
Oxbow Advisors, LLC
Painted Porch Advisors LLC
Alpine Woods Capital Investors, Llc
Veritas Asset Management LLP
Ridgewood Investments LLC
Passive Capital Management, LLC.
Strategic Wealth Partners, Ltd.
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
Intergy Private Wealth, LLC
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
Tanaka Capital Management Inc
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
Atom Investors LP
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
Buckley Wealth Management, LLC
Harbor Group, Inc.
Abel Hall, LLC
Welch & Forbes Llc
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
Candriam Luxembourg S.C.A.
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
William Blair Investment Management, Llc
POM Investment Strategies, LLC
Wolverine Asset Management Llc
Core Wealth Partners LLC
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
Graham Capital Management, L.P.
Invst, LLC
ProVise Management Group, LLC
Quent Capital, LLC
OMNI 360 Wealth, Inc.
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
SFY - Tidal ETF Trust - SoFi Select 500 ETF
Teewinot Capital Advisers, L.L.C.
KC Investment Advisors, LLC
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A
Sabal Trust CO
Steinberg Asset Management Llc
Chemistry Wealth Management LLC
Stonehage Fleming Financial Services Holdings Ltd
Bridgefront Capital, LLC
Glass Jacobson Investment Advisors llc
Anfield Capital Management, LLC
London & Capital Asset Management Ltd
IOO - iSHARES TRUST - iShares Global 100 ETF
Kirtland Hills Capital Management, Llc
Choate Investment Advisors
Argent Capital Management Llc
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
AGH Wealth Advisors, LLC
Cullinan Associates Inc
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
Three Bridge Wealth Advisors, LLC
Wetherby Asset Management Inc
Two Sigma Investments, Lp
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
Gemmer Asset Management LLC
Abundance Wealth Counselors
CIBC Asset Management Inc
Midwest Professional Planners, LTD.
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
Stamos Capital Partners, L.p.
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
Capital Counsel Llc/ny
Smart Money Group LLC
Bellevue Asset Management, Llc
Morris Financial Concepts, Inc.
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
King Wealth
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
Solidarilty Wealth, LLC
Evelyn Partners Investment Management (Europe) Ltd
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
Berkshire Bank
Aviance Capital Partners, LLC
McGlone Suttner Wealth Management, Inc.
Readystate Asset Management Lp
Sompo Japan Nipponkoa Asset Management Co.,ltd.
Harwood Advisory Group, LLC
Jones Financial Companies Lllp
Par Capital Management Inc
VCI Wealth Management LLC
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
Montag & Caldwell, Llc
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
Custos Family Office, LLC
Avidian Wealth Solutions, LLC
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
BRTNX - PFS FUNDS - Bretton Fund
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio
Laurel Wealth Advisors LLC
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
Signaturefd, Llc
Wealthcare Advisory Partners LLC
Point72 Europe (London) LLP
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
Federated Hermes, Inc.
Manchester Capital Management LLC
HMV Wealth Advisors, LLC
Chevy Chase Trust Holdings, Inc.
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
Savvy Advisors, Inc.
Robbins Farley Llc
GSG Advisors LLC
Aaron Wealth Advisors LLC
Geneva Partners, LLC
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
Kingsman Wealth Management, Inc.
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
Aprio Wealth Management, LLC
Landing Point Financial Group, LLC
Stillwater Wealth Management Group
Acropolis Investment Management, LLC
HighMark Wealth Management LLC
Salvus Wealth Management, LLC
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
RWM Asset Management, LLC
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
Texas Yale Capital Corp.
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
Smithbridge Asset Management Inc/de
Rainey & Randall Investment Management Inc.
Garrett Wealth Advisory Group, LLC
First Financial Corp /in/
Principal Securities, Inc.
CCLA Investment Management Ltd
Full Sail Capital, LLC
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
Blue Barn Wealth, LLC
Peachtree Investment Partners, LLC
CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
Baillie Gifford & Co
Bare Financial Services, Inc
Cubist Systematic Strategies, LLC
IronOak Wealth LLC.
CENTRAL TRUST Co
Sage Mountain Advisors LLC
Norges Bank
GW&K Investment Management, LLC
Smith Chas P & Associates Pa Cpas
Voyager Global Management LP
Capital Group Investment Management Pte. Ltd.
CHGX - EA Series Trust - Stance Sustainable Beta ETF
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
Ted Buchan & Co
Squarepoint Ops LLC
Point72 Hong Kong Ltd
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
Cable Hill Partners, LLC
Papamarkou Wellner Asset Management inc.
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
Guardian Wealth Management, Inc.
Triangle Securities Wealth Management
Park Avenue Securities Llc
Garde Capital, Inc.
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
MGB Wealth Management, LLC
OV Management LLC
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
Western Pacific Wealth Management, LP
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
SCS Capital Management LLC
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
Tyche Wealth Partners LLC
Main Street Group, LTD
CAPROCK Group, Inc.
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
Vega Investment Solutions
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
Falcon Wealth Planning
Panoramic Capital Partners, LLC
Ninepoint Partners LP
SBI Securities Co., Ltd.
Morris Retirement Advisors, LLC
Fjarde Ap-fonden /fourth Swedish National Pension Fund
Perritt Capital Management Inc
Seeds Investor Llc
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I
Associated Banc-corp
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
YOKE - EA Series Trust - Yoke Core ETF
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
GDS Wealth Management
Crowley Wealth Management, Inc.
Portfolio Design Labs, LLC
Employees Retirement System of Texas
Nemes Rush Group LLC
Wagner Wealth Management, Llc
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
Avid Wealth Partners LLC
Evergreen Wealth Solutions, LLC
Mechanics Bank Trust Department
Sander Capital Advisors Inc
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A
Fsb Premier Wealth Management, Inc.
Austin Private Wealth, LLC
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
Fluent Financial, LLC
Algert Global Llc
Invenio Wealth Partners Llc
National Bank Of Canada /fi/
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
Old North State Wealth Management, LLC
TrueMark Investments, LLC
Nordea Investment Management Ab
LOM Asset Management Ltd
Capital & Planning, Llc
Sterling Wealth Management, Inc.
Detalus Advisors, LLC
Meridiem Capital Partners LP
Bank of Jackson Hole Trust
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
Badgley Phelps Wealth Managers, LLC
Main Street Financial Solutions, LLC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
BlackRock ETF Trust - BlackRock International Dividend ETF
Trust Co of the South
Manufacturers Life Insurance Company, The
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
Luken Investment Analytics, LLC
MGRIX - Marsico Investment Fund - Marsico Growth Fund
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
Union Savings Bank
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
Amplius Wealth Advisors, LLC
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
Ceera Investments, Llc
Principal Street Partners, LLC
Martingale Asset Management L P
AdvisorNet Financial, Inc
Gateway Wealth Partners, LLC
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
Itau Unibanco Holding S.A.
Cim, Llc
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
ASR Vermogensbeheer N.V.
Total Investment Management Inc
Bordeaux Wealth Advisors LLC
Nuveen Nasdaq 100 Dynamic Overwrite Fund
Brown Advisory Inc
Bell Bank
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
Headinvest, Llc
Financial Freedom, LLC
ProShare Advisors LLC
FLC Capital Advisors
Trustco Bank Corp N Y
Gibson Capital, LLC
Northern Financial Advisors Inc
First United Bank Trust/
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
Biondo Investment Advisors, LLC
SummitTX Capital, L.P.
Lountzis Asset Management, Llc
Hara Capital LLC
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
Motiv8 Investments LLC
Gallacher Capital Management LLC
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
Stewardship Advisors, LLC
Ovata Capital Management Ltd
MetLife Investment Management, LLC
Huntleigh Advisors, Inc.
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
Charter Oak Capital Management, LLC
Gryphon Financial Partners LLC
Ontario Teachers Pension Plan Board
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
Prossimo Advisors, LLC
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
Profunds - Profund Vp Bull
Beaird Harris Wealth Management, LLC
FT Vest Hedged Equity Income Fund: Series A4
Founders Financial Securities Llc
ISAM Funds (UK) Ltd
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
Access Investment Management LLC
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
BankPlus Trust Department
Facet Wealth, Inc.
MGO Private Wealth, LLC
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
Granite Bay Wealth Management, LLC
Qvr Llc
Steigerwald, Gordon & Koch Inc.
AA Financial Advisors, LLC
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
New Age Alpha Funds Trust - NAA Allocation Fund Class C
LifeSteps Financial, Inc.
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
Mariner, LLC
Fielder Capital Group LLC
Estabrook Capital Management
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
Occidental Asset Management, LLC
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
Cryder Capital Partners LLP
Deseret Mutual Benefit Administrators
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
Pure Financial Advisors, Inc.
Sentry Investment Management Llc
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
Beacon Capital Management, LLC
Armis Advisers, LLC
Freestone Capital Holdings, LLC
Larson Financial Group LLC
Prosperity Consulting Group, LLC
Sharp Financial Services, LLC
Navigoe, LLC
Centre Asset Management, LLC
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
CoreCap Advisors, LLC
PWS - Pacer Funds Trust - Pacer WealthShield ETF
SOA Wealth Advisors, LLC.
Glynn Capital Management Llc
Johnson Financial Group, Inc.
Capital A Wealth Management, LLC
RMG Wealth Management LLC
Los Angeles Capital Management Llc
Css Llc/il
Bell Asset Management Ltd
iA Global Asset Management Inc.
Granite Harbor Advisors, Inc.
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
ABN AMRO Bank N.V.
Jackson Hole Capital Partners, LLC
Dogwood Wealth Management LLC
Marsico Capital Management Llc
Leuthold Group, Llc
Moisand Fitzgerald Tamayo, LLC
HNASX - HOMESTEAD FUNDS INC - Growth Fund
Mission Creek Capital Partners, Inc.
Fiduciary Family Office, Llc
Abc Arbitrage Sa
Mendel Money Management
Optas, LLC
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
Embree Financial Group
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
Hartland & Co., LLC
Howard Hughes Medical Institute
Guerra Advisors Inc
Rothschild Investment Llc
Vulcan Value Partners, LLC
QTR Family Wealth, LLC
VCSTX - VALIC Co I - Science & Technology Fund
PACIFIC SELECT FUND - Growth Portfolio Class I
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Allianzgi Equity & Convertible Income Fund
BridgePort Financial Solutions, LLC
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
Atala Financial Inc
Exchange Capital Management, Inc.
Robeco Institutional Asset Management B.V.
Martin Investment Management, LLC
Breakwater Investment Management
Redhawk Wealth Advisors, Inc.
Summa Corp.
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
Spire Wealth Management
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
Natixis ETF Trust - Natixis Gateway Quality Income ETF
Credential Qtrade Securities Inc.
New Capital Management LP
FRG Family Wealth Advisors LLC
Signature Resources Capital Management, LLC
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
Mather Group, Llc.
Ing Groep Nv
SeaBridge Investment Advisors LLC
Sunbelt Securities, Inc.
Vise Technologies, Inc.
Fairway Wealth LLC
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
Point72 Asia (Singapore) Pte. Ltd.
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
Burkett Financial Services, Llc
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
Capital International Sarl
Ashton Thomas Securities, Llc
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
Hanlon Investment Management, Inc.
PineBridge Investments, L.P.
Financial Council Asset Management Inc
Trajan Wealth LLC
Westpac Banking Corp
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
Sather Financial Group Inc
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
Mark Sheptoff Financial Planning, Llc
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
North Star Investment Management Corp.
Boston Trust Walden Corp
Connective Portfolio Management, LLC
Aureus Asset Management, LLC
Bedell Frazier Investment Counseling, LLC
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
GK Wealth Management LLC
Mutual Of America Capital Management Llc
Heritage Family Offices, LLP
Saybrook Capital /nc
Wilkinson Global Asset Management LLC
MBE Wealth Management, LLC
Ariadne Wealth Management, LP
WFA of San Diego, LLC
ZIFRX - AMERICAN BEACON FUNDS - American Beacon Ninety One International Franchise Fund R6 Class
Kingstone Capital Partners Texas, LLC
Kohmann Bosshard Financial Services, LLC
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
Bennett Selby Investments Lp
Moss Adams Wealth Advisors LLC
Hartmann Taylor Wealth Management, LLC
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
Fort Point Capital Partners LLC
Endowment Wealth Management, Inc.
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
Hansen & Associates Financial Group, Inc.
Sawgrass Asset Management Llc
Bragg Financial Advisors, Inc
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
Crew Capital Management, Ltd.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
Select Asset Management & Trust
Rothschild & Co Wealth Management UK Ltd
Mackenzie Financial Corp
D. Scott Neal, Inc.
GeoWealth Management, LLC
Trust Co Of Toledo Na /oh/
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
Panagora Asset Management Inc
Telos Capital Management, Inc.
Healthcare Of Ontario Pension Plan Trust Fund
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
Courier Capital Llc
Scarborough Advisors, LLC
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Legacy Capital Wealth Partners, LLC
Riversedge Advisors, Llc
Tranquility Partners, LLC
MidWestOne Financial Group, Inc.
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
WMKGX - WESMARK FUNDS - WesMark Growth Fund
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
Evanson Asset Management, LLC
Trustmark National Bank Trust Department
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
Massmutual Trust Co Fsb/adv
Nomura Asset Management Co Ltd
Kondo Wealth Advisors, Inc.
WPG Advisers, LLC
Azzad Asset Management Inc /adv
HORAN Wealth, LLC
Intrust Bank Na
Westend Capital Management LLC
Sone Capital Management, LLC
Financial Advocates Investment Management
Quantitative Investment Management, LLC
Hofer & Associates. Inc
Icon Wealth Advisors, LLC
Motco
Mindset Wealth Management, Llc
Symphony Financial, Ltd. Co.
Safeguard Investment Advisory Group, LLC
Range Financial Group LLC
EBI - RBB Fund Trust - Longview Advantage ETF
Cypress Capital Group
JCIC Asset Management Inc.
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
Callan Family Office, LLC
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Bluegrass Capital Partners LP
Roanoke Asset Management Corp/ Ny
Cambridge Investment Research Advisors, Inc.
Clear Creek Financial Management, LLC
Sit Investment Associates Inc
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
M3 Advisory Group, LLC
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
OMERS ADMINISTRATION Corp
Northcape Wealth Management, Llc
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
Kentucky Retirement Systems
Gabelli Equity Trust Inc
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
Park Presidio Capital Llc
Louisbourg Investments Inc.
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
Sherman Asset Management, Inc.
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
Heritage Investment Group, Inc.
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class
Stenger Family Office, LLC
Union Heritage Capital, LLC
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
Ascent Wealth Partners, LLC
GPS Wealth Strategies Group, LLC
Creative Financial Designs Inc /adv
Synergy Financial Management, LLC
IBLC - iSHARES TRUST - iShares Blockchain and Tech ETF
Flagship Harbor Advisors, Llc
Baird Financial Group, Inc.
Assenagon Asset Management S.A.
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
Bnp Paribas
Noble Wealth Management PBC
MAI Capital Management
Legacy Wealth Managment, LLC/ID
L1 Capital International Pty Ltd
Elevation Series Trust - TrueShares Active Yield ETF
David J Yvars Group
Octavia Wealth Advisors, LLC
TXUG - Thornburg ETF Trust - Thornburg International Growth ETF
Kingsview Wealth Management, LLC
ROE - EA Series Trust - Astoria US Quality Kings ETF
Sigma Planning Corp
RedJay Asset Management Inc.
Defined Financial Planning LLC
Webster Bank, N. A.
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
New Hampshire Trust
CRPT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF
Tower Research Capital LLC (TRC)
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
F/M Investments LLC
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
Simon Quick Advisors, Llc
Montrusco Bolton Investments Inc.
Diligent Investors, LLC
Baker Avenue Asset Management, LP
BOS Asset Management, LLC
Money Concepts Capital Corp
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A
Skopos Labs, Inc.
Cornerstone Total Return Fund Inc
Trust Co Of Vermont
Cornerstone Select Advisors, LLC
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
Consolidated Portfolio Review Corp
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
Charles Schwab Investment Management Inc
Royal Bank Of Canada
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund
Legacy Trust
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
Kiker Wealth Management, LLC
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
Beverly Hills Private Wealth, LLC
Machina Capital S.a.s.
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
Atlas Capital Advisors Llc
Trexquant Investment LP
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
Assetmark, Inc
Leslie Global Wealth, LLC
Security National Bank
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
HMS Capital Management, LLC
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
Seascape Capital Management
Lido Advisors, LLC
Ancora Advisors, LLC
Sierra Capital LLC
Topsail Wealth Management, LLC
Rooted Wealth Advisors, Inc.
Bravias Capital Group, LLC
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
Gen-Wealth Partners Inc
West Oak Capital, LLC
Jackson, Grant Investment Advisers, Inc.
Vista Investment Partners Ii, Llc
HF Advisory Group, LLC
Centric Wealth Management
CogentBlue Wealth Advisors, LLC
Gsa Capital Partners Llp
Rench Wealth Management, Inc.
Fruth Investment Management
Bank of New Hampshire
Montecito Bank & Trust
MYIFX - MONETTA TRUST - Monetta Core Growth Fund
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
Mirova
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
Arlington Trust Co LLC
Caisse Des Depots Et Consignations
Chemung Canal Trust Co
South Dakota Investment Council
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
Rafferty Asset Management, LLC
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
Strategic Investment Advisors / MI
Fortune Financial Advisors, LLC
Everest Management Corp.
AOTG - EA Series Trust - AOT Growth and Innovation ETF
Intelligent Financial Strategies
Wells Fargo & Company/mn
Curio Wealth, Llc
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
Shorepoint Capital Partners LLC
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
Swedbank AB
Northern Trust Corp
Uniting Wealth Partners, LLC
Regent Peak Wealth Advisors LLC
Glassy Mountain Advisors, Inc.
Nfj Investment Group, Llc
Harbor Capital Advisors, Inc.
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
Norway Savings Bank
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
Archon Partners LLC
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
Segment Wealth Management, LLC
Lee Danner & Bass Inc
Heartwood Wealth Advisors LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
Investment House Llc
Caxton Associates Llp
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
Wesleyan Assurance Society
GWM Advisors LLC
Virtue Capital Management, LLC
Pittenger & Anderson Inc
Braun-Bostich & Associates Inc.
B. Metzler seel. Sohn & Co. AG
Old Port Advisors
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
East Coast Asset Management, LLC.
Investidor Profissional Gestao de Recursos Ltda.
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
Allen Capital Group, LLC
Dynamic Technology Lab Private Ltd
Natural Investments, Llc
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
Vance Wealth, Inc.
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
Whitford Management LLC
Sig Brokerage, Lp
MOKAN Wealth Management Inc.
Prescott Group Capital Management, L.l.c.
Worth Financial Advisory Group, LLC
GCQ FUNDS MANAGEMENT PTY Ltd
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
Momentous Wealth Management, Inc.
Ubs Oconnor Llc
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
Financial Symmetry Inc
Avenir Corp
Vaughan David Investments Inc/il
Fred Alger Management, Llc
O'Brien Wealth Partners LLC
Citizens & Northern Corp
Pointe Capital Management LLC
Christopher J. Hasenberg, Inc
KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
Davidson Kempner Capital Management Lp
Marshall & Sterling Wealth Advisors Inc.
Mayfair Advisory Group, LLC
Putney Financial Group LLC
Alta Advisers Ltd
DeDora Capital, Inc.
Ratan Capital Management LP
Claris Financial LLC
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
Nadler Financial Group, Inc.
Clarity Wealth Development LLC
Blackston Financial Advisory Group, LLC
Brown Brothers Harriman & Co
Santa Monica Partners Lp
Fortem Financial Group, Llc
Fortis Group Advisors, LLC
Spears Abacus Advisors LLC
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Everhart Financial Group, Inc.
TB Capital Gestao de Recursos Ltda.
Noesis Capital Mangement Corp
Alapocas Investment Partners, Inc.
Gibbs Wealth Management
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
Titan Global Capital Management Usa Llc
Next Century Growth Investors Llc
Ascent Group, LLC
TOWER TRUST & INVESTMENT Co
Strathmore Capital Advisors, Inc.
FT Vest Total Return Income Fund: Series B1
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
Kapstone Financial Advisors LLC
BTG Pactual Asset Management US LLC
R.H. Investment Group, LLC
Weitz Investment Management, Inc.
Sumitomo Mitsui DS Asset Management Company, Ltd
Cito Capital Group, LLC
BLVD Private Wealth, LLC
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
VCBCX - VALIC Co I - Blue Chip Growth Fund
Castle Wealth Management Llc
Midwest Financial Group LLC
Parthenon Llc
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
Mayflower Financial Advisors, LLC
Legacy Private Trust Co.
Ntv Asset Management Llc
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
Tower View Investment Management & Research LLC
Spartan Planning & Wealth Management
CNB Bank
IXG - iSHARES TRUST - iShares Global Financials ETF
China Universal Asset Management Co., Ltd.
Rothschild Capital Partners, LLC
Luts & Greenleigh Group, Inc
Visionary Wealth Advisors
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
Cadinha & Co Llc
Mainstream Capital Management LLC
NorthCrest Asset Manangement, LLC
Strategies Wealth Advisors, LLC
Sage Rhino Capital Llc
Citigroup Inc
Oarsman Capital, Inc.
New Mexico Educational Retirement Board
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
Adell Harriman & Carpenter Inc
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
Clg Llc
ROI Financial Advisors, LLC
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
Ninety One North America, Inc.
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
Kozak & Associates, Inc.
Hutchinson Financial Advisors, INC
LRGG - Macquarie ETF Trust - Macquarie Focused Large Growth ETF
FDIG - FIDELITY COVINGTON TRUST - Fidelity Crypto Industry and Digital Payments ETF
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
Cohen Capital Management, Inc.
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
Whipplewood Advisors, LLC
Agate Pass Investment Management, LLC
Centennial Wealth Advisory LLC
MRFOX - Ultimus Managers Trust - Marshfield Concentrated Opportunity Fund
Legacy Capital Group California, Inc.
Runnymede Capital Advisors, Inc.
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
Eukles Asset Management
Hall Laurie J Trustee
Carolina Wealth Advisors, LLC
Epoch Investment Partners, Inc.
German American Bancorp, Inc.
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
BluePointe Capital Management, LLC
Elgethun Capital Management
CVA Family Office, LLC
Yeomans Consulting Group, Inc.
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
Invesco Ltd.
First County Bank /CT/
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
Us Financial Advisors, Llc
Kestra Private Wealth Services, Llc
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
Sunflower Bank, N.A.
PAX Financial Group, LLC
Burling Wealth Partners, Llc
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
Blake Schutter Theil Wealth Advisors, LLC
Penn Davis Mcfarland Inc
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
Oregon Pacific Wealth Management, LLC
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
Cardiff Park Advisors, Llc
Live Oak Private Wealth LLC
Capital Advisors Inc/ok
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
Durante & Waters, Llc
Capital International Investors
Fundsmith Investment Services Ltd.
Cornercap Investment Counsel Inc
Mogy Joel R Investment Counsel Inc
NWF Advisory Services Inc.
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
Wallace Advisory Group, LLC
Van Den Berg Management I, Inc
WESPAC Advisors, LLC
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
Ocean Capital Management, LLC
Connecticut Wealth Management, LLC
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund
L.m. Kohn & Company
Kovack Advisors, Inc.
Rockline Wealth Management, LLC
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
Chapman Investment Management, LLC
Hillman Co
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
Liberty All Star Equity Fund
Borer Denton & Associates, Inc.
Forza Wealth Management, LLC
Peregrine Capital Management Llc
Brass Tax Wealth Management, Inc
Howard Financial Services, Ltd.
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
Great Lakes Retirement, Inc.
Cornerstone Strategic Value Fund Inc
Columbia Asset Management
BancorpSouth Bank
Whalen Wealth Management Inc.
BXM Wealth LLC
Snyder Capital Management L P
Sandy Spring Bank
Dearborn Partners Llc
Bond & Devick Financial Network, Inc.
KG&L Capital Management,LLC
Princeton Global Asset Management LLC
Advisors Asset Management, Inc.
Crestwood Advisors Group LLC
JT Stratford LLC
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
Burns J W & Co Inc/ny
Perbak Capital Partners LLP
Channing Global Advisors, Llc
Pictet Asset Management Holding SA
Overbrook Management Corp
Sanibel Captiva Trust Company, Inc.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
Pictet & Cie (Europe) SA
Douglas Lane & Associates, LLC
St Germain D J Co Inc
N.E.W. Advisory Services LLC
Integrity Alliance, Llc.
Evergreen Capital Management Llc
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
Riverpark Capital Management Llc
Rsm Us Wealth Management Llc
RMR Wealth Builders
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
Ossiam
Aspetuck Financial Management LLC
Munro Partners
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
Hillsdale Investment Management Inc.
Atalan Capital Partners, LP
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
Wrapmanager Inc
Riverwater Partners LLC
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
Mission Wealth Management, Lp
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
Kidder Stephen W
Cox Capital Mgt LLC
Blackhawk Capital Partners LLC.
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class
Symphony Financial Services, Inc.
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
Smithfield Trust Co
Meritage Portfolio Management
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
Maple Capital Management, Inc.
Hyperion Asset Management Ltd
Pingora Partners LLC
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
David R. Rahn & Associates Inc.
Mason & Associates Inc
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
Prospect Financial Group LLC
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
Lantern Wealth Advisors, LLC
URTH - iShares, Inc. - iShares MSCI World ETF
Financial Advisory Service, Inc.
Creekmur Asset Management LLC
Geo Capital Gestora de Recursos Ltd
BSW Wealth Partners
Fragasso Group Inc.
Atria Investments Llc
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
Applied Finance Capital Management, LLC
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
Markel Corp
Garden State Investment Advisory Services LLC
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
Canada Post Corp Registered Pension Plan
Wincap Financial Llc
Cross Staff Investments Inc
Redwood Financial Network Corp
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
Public Employees Retirement Association Of Colorado
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
Aua Capital Management, Llc
Argyle Capital Management Inc.
Astoria Portfolio Advisors LLC.
ASB Consultores, LLC
Cornerstone Planning, LLC
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
Country Trust Bank
Kestra Investment Management, LLC
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
Trust Asset Management LLC
Diversify Wealth Management, Llc
Eagle Capital Growth Fund, Inc.
Creative Planning
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
Soundwatch Capital LLC
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
Destination Wealth Management
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
Texas Capital Bancshares Inc/tx
Amplify ETF Trust - Amplify AI Powered Equity ETF
Lazari Capital Management, Inc.
Prelude Capital Management, Llc
Newport Capital Group, LLC
New England Research & Management, Inc.
Pflug Koory, LLC
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
Rhumbline Advisers
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
Cidel Asset Management Inc
Victory Financial Group, Llc
Marble Harbor Investment Counsel, LLC
Pinnacle Associates Ltd
Capital Investment Advisors, LLC
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
Resurgent Financial Advisors LLC
Omnia Family Wealth, LLC
OEF - iSHARES TRUST - iShares S&P 100 ETF
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
Bank of New York Mellon Corp
Client 1st Advisory Group, Llc
DSG Capital Advisors, LLC
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
Hennion & Walsh Asset Management, Inc.
Osborne Partners Capital Management, Llc
Highland Capital Management, Llc
Trifecta Capital Advisors, LLC
Mountain Capital Investment Advisors, Inc
Middleton & Co Inc/ma
Formidable Asset Management, LLC
Advantage Advisers Xanthus Fund, L.l.c.
Annex Advisory Services, LLC
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
SGL Investment Advisors, Inc.
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
Huber Capital Management LLC
Evelyn Partners Asset Management Ltd
Focus Financial Network, Inc.
Allianz Se
Raymond James Financial Inc
Catalina Capital Group, LLC
Hardy Reed LLC
Dorsey & Whitney Trust CO LLC
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
Carter Financial Group, INC.
Dynamic Wealth Strategies, LLC
Retirement Planning Co of New England, Inc.
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
Keel Point, LLC
Paragon Private Wealth Management, LLC
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
Dempze Nancy E
Wealth Enhancement Advisory Services, Llc
Godshalk Welsh Capital Management, Inc.
S-Bank Fund Management Ltd
Foster & Motley Inc
Plancorp, LLC
Yoder Wealth Management, Inc.
Hrt Financial Lp
Mandatum Life Insurance Co Ltd
UMA Financial Services, Inc.
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
Bfsg, Llc
Bdf-gestion
Dimensional Fund Advisors Lp
Trust Co
Daymark Wealth Partners, Llc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
First American Trust, Fsb
Horizon Investment Services, LLC
Crystal Rock Capital Management
Raab & Moskowitz Asset Management LLC
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
Tarbox Family Office, Inc.
Spdr S&p 500 Etf Trust
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
Riverstone Advisors, LLC
Alexander Labrunerie & Co., Inc.
Baskin Financial Services Inc.
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
Glenmede Investment Management, LP
Wallace Capital Management Inc.
MKT Advisors LLC
GIMFX - GMO TRUST - GMO Implementation Fund
Triglav Skladi, D.o.o.
Stenahm Asset Managment Ltd
ICW Investment Advisors LLC
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
Border to Coast Pensions Partnership Ltd
Allspring Global Investments Holdings, LLC
Cabot Wealth Management Inc
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
NewSquare Capital LLC
Liberty Wealth Management Llc
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
Winthrop Capital Management, LLC
J. Safra Sarasin Holding AG
Bridgewater Associates, LP
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
Horizon Funds - HORIZON EXPEDITION PLUS ETF
GAMMA Investing LLC
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
Alliancebernstein L.p.
First Affirmative Financial Network
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
denkapparat Operations GmbH
National Asset Management, Inc.
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
Arete Wealth Advisors, LLC
Kwmg, Llc
Global Assets Advisory, LLC
MML Series Investment Fund II - MML Equity Rotation Fund Class II
IPG Investment Advisors LLC
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
Prudential Financial Inc
SRS Capital Advisors, Inc.
Byrne Asset Management LLC
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
Conquis Financial Llc
Old National Bancorp /in/
TRUE Private Wealth Advisors
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
R Squared Ltd
United Advisor Group, LLC
Prudent Man Advisors, LLC
WealthPlan Investment Management, LLC
Graypoint LLC
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
Quest Investment Management Llc
Caisse De Depot Et Placement Du Quebec
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
James Hambro & Partners
Capital Planning Advisors, LLC
Bedel Financial Consulting, Inc.
Planning Alternatives Ltd /adv
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
Atlantic Edge Private Wealth Management, LLC
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
Provenance Wealth Advisors, LLC
STFBX - Advisers Investment Trust - State Farm Balanced Fund
Moran Wealth Management, LLC
TD Waterhouse Canada Inc.
HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF
Ulland Investment Advisors, LLC
Arcadia Investment Management Corp/mi
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
Clear Street Markets Llc
Segall Bryant & Hamill, Llc
Institutional Investment Strategy Fund
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
RAM Investment Partners, LLC
Cambria Investment Management, L.P.
Putnam ETF Trust - Putnam Sustainable Future ETF -
BLI - Banque de Luxembourg Investments
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
Janney Montgomery Scott LLC
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
Forefront Wealth Partners, LLC
Private Wealth Asset Management, LLC
Global Frontier Investments LLC
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
Beaton Management Co. Inc.
Boston Research & Management Inc
NRI Wealth Management LC
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
EPG Wealth Management LLC
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
Ledyard National Bank
EGGQ - Tidal Trust III - NestYield Visionary ETF
Capital Asset Advisory Services LLC
Seldon Capital Lp
TINGX - THORNBURG INVESTMENT TRUST - Thornburg International Growth Fund - Class I
Van Strum & Towne Inc.
Bnp Paribas Arbitrage, Sa
Wiley Bros.-aintree Capital, Llc
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
Net Worth Advisory Group
FLDFX - Meeder Funds - BALANCED FUND Retail Class
SevenBridge Financial Group, LLC
Foster Victor Wealth Advisors, LLC
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
Marshall Wace, Llp
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
Bellwether Advisors, LLC
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
Sequoia Financial Advisors, LLC
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
Centennial Bank/AR/
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
TCI Wealth Advisors, Inc.
Hickory Asset Management, Inc.
Rialto Wealth Management, LLC
Spinnaker Trust
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
US Asset Management LLC
Steel Peak Wealth Management LLC
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
Elevated Capital Advisors, LLC
Caliber Wealth Management, LLC / KS
Beacon Financial Advisory LLC
Norinchukin Bank, The
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
Colton Groome Financial Advisors, Llc
Atomi Financial Group, Inc.
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
IWV - iSHARES TRUST - iShares Russell 3000 ETF
Benjamin Edwards Inc
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
Beese Fulmer Investment Management, Inc.
Edgestream Partners, L.P.
Graney & King, LLC
Demars Financial Group, LLC
GTCAX - Gamco Global Series Funds, Inc - Gabelli Global Content & Connectivity Fund Class A
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
Sava Infond d.o.o.
Phoenix Wealth Advisors
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
Moody Lynn & Lieberson, Llc
M1 Capital Management LLC
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
Stephens Inc /ar/
Mitsubishi UFJ Trust & Banking Corp
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
J.w. Cole Advisors, Inc.
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
Petros Family Wealth, LLC
Trust Point Inc.
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
Wealth Architects, LLC
Lighthouse Investment Partners, LLC
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
Global Strategic Investment Solutions, LLC
Bruce G. Allen Investments, LLC
Aspen Grove Capital, LLC
Wealthspire Advisors, LLC
Empirical Finance, LLC
Trilogy Capital Inc.
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
MTM Investment Management, LLC
Tairen Capital Ltd
Lee Financial Co
Consilio Wealth Advisors, Llc
Perfromance Wealth Partners, LLC
Challenger Wealth Management
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
44 Wealth Management Llc
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
Miracle Mile Advisors, LLC
StoneX Group Inc.
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
Dash Acquisitions Inc.
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
Advisor Group Holdings, Inc.
Accel Wealth Management
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
Frisch Financial Group, Inc.
Colony Group, LLC
Stokes Family Office, LLC
Abacus Wealth Partners, LLC
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
Blackrock Enhanced International Dividend Trust
Concord Asset Management, LLC/VA
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
Private Wealth Partners, LLC
Bristol Gate Capital Partners Inc.
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
Greatmark Investment Partners, Inc.
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
Newbridge Financial Services Group, Inc.
Integrated Quantitative Investments LLC
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
Valley Forge Advisors, LLC
Doheny Asset Management /ca
Victrix Investment Advisors
Banco BTG Pactual S.A.
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
Guyasuta Investment Advisors Inc
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
Patton Fund Management, Inc.
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund
Applied Capital LLC/FL
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
Puff Wealth Management, Llc
Nordwand Advisors, LLC
PENN SERIES FUNDS INC - Large Cap Value Fund
Douglass Winthrop Advisors, LLC
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
Roberts Glore & Co Inc /il/
Harvest Portfolios Group Inc.
Advisor OS, LLC
Meiji Yasuda Life Insurance Co
Indiana Trust & Investment Management CO
Zrc Wealth Management, Llc
Norman Fields, Gottscho Capital Management, LLC
Veracity Capital LLC
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
Sentinus, LLC
Global Wealth Strategies & Associates
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
Cohen Klingenstein LLC
Mirabaud & Cie SA
Bokf, Na
Watershed Private Wealth Llc
Public Investment Fund
Ayrshire Capital Management LLC
Jarislowsky, Fraser Ltd
Delaney Dennis R
LGPIX - Profunds - Large-cap Growth Profund Investor Class
Teza Capital Management LLC
Tevis Investment Management
Claro Advisors LLC
Peoples Financial Services Corp.
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
Camden Capital, LLC
Modern Wealth Management, LLC
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
Red Wave Investments LLC
Operose Advisors LLC
Beutel, Goodman & Co Ltd.
May Hill Capital, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
Gratus Wealth Advisors, LLC
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund
Busey Wealth Management
Park Place Capital Corp
Blue Zone Wealth Advisors, LLC
BI Asset Management Fondsmaeglerselskab A/S
Altarock Partners Llc
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
Regatta Capital Group, Llc
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
Western Financial Corp/CA
Sfm, Llc
United Asset Strategies, Inc.
Mathes Company, Inc.
Members Wealth Llc
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
Fisher Funds Management LTD
Doliver Advisors, Lp
Mount Yale Investment Advisors, LLC
Aviva Plc
SSO - PROSHARES TRUST - ProShares Ultra S&P500
Pacific Point Advisors, LLC
XML Financial, LLC
Alpha Cubed Investments, LLC
Good Life Advisors, LLC
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
Community Financial Services Group, LLC
Nisa Investment Advisors, Llc
Alliance Wealth Advisors, LLC
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
Schwarz Dygos Wheeler Investment Advisors Llc
Long Road Investment Counsel, LLC
Precision Wealth Strategies, LLC
Davis R M Inc
Gladius Capital Management LP
Two Sigma Securities, Llc
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND
Prospera Financial Services Inc
New Covenant Trust Company, N.A.
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
Cacti Asset Management Llc
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
Carr Financial Group Corp
AssuredPartners Investment Advisors, LLC
Longfellow Investment Management Co Llc
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
Cumberland Partners Ltd
FCG Investment Co
Marino, Stram & Associates Llc
Community Bank & Trust, Waco, Texas
Nicolet Advisory Services, Llc
Kfg Wealth Management, Llc
Cim Investment Mangement Inc
GLOBALT Investments LLC / GA
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
Warburton Capital Management, LLC
Bright Rock Capital Management, Llc
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
New Wave Wealth Advisors Llc
Acima Private Wealth, Llc
Cullen/frost Bankers, Inc.
Viking Fund Management Llc
Atlantic Trust, LLC
Clarity Wealth Advisors, LLC
J. Goldman & Co LP
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
Hikari Power Ltd
Clarendon Private LLC
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
Monaco Asset Management SAM
Bank Of America Corp /de/
Premier Fund Managers Ltd
Azimuth Capital Investment Management LLC
Atria Wealth Solutions, Inc.
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
Marion Wealth Management
Continental Investors Services, Inc.
ABLE Financial Group, LLC
Smith Anglin Financial, LLC
Mid-American Wealth Advisory Group, Inc.
MONECO Advisors, LLC
MONTX - MONETTA TRUST - Monetta Fund
Envestnet Portfolio Solutions, Inc.
Hayek Kallen Investment Management
Great West Life Assurance Co /can/
Bienville Capital Management, LLC
MBM Wealth Consultants, LLC
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
Blackrock Enhanced Global Dividend Trust
Dohj, Llc
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
Tortoise Investment Management, LLC
Beacon Pointe Advisors, LLC
DecisionPoint Financial, LLC
Roble, Belko & Company, Inc
First Merchants Corp
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
Coastal Bridge Advisors, LLC
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
Fmr Llc
Semus Wealth Partners LLC
Revisor Wealth Management LLC
Holocene Advisors, LP
Fortitude Family Office, LLC
Gries Financial Llc
Wood Tarver Financial Group, LLC
Fifth Third Bancorp
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
Smallwood Wealth Investment Management, LLC
Fortitude Advisory Group L.L.C.
Everpar Advisors Llc
Northeast Investment Management
FineMark National Bank & Trust
Nikulski Financial, Inc.
First Bancorp, Inc /ME/
Wellspring Financial Advisors, LLC
Bornite Capital Management LP
Keudell/Morrison Wealth Management
BLPIX - Profunds - Bull Profund Investor Class
Wedge Capital Management L L P/nc
Capital Investment Counsel, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
Kesler, Norman & Wride, LLC
Great Lakes Advisors, Llc
Meadow Creek Wealth Advisors Llc
California State Teachers Retirement System
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
ARS Wealth Advisors Group, LLC
Buckingham Strategic Partners
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
Night Owl Capital Management, LLC
Bedrijfstakpensioenfonds Voor De Media Pno
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
Pitcairn Co
Thoroughbred Financial Services, Llc
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
Investors Research Corp
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
Cornerstone Advisory, LLC
Aquatic Capital Management LLC
Mirova US LLC
SkyView Investment Advisors, LLC
Polymer Capital Management (US) LLC
Brighthouse Funds Trust I - MFS Research International Portfolio Class A
John Hancock Funds II - Science & Technology Fund Class NAV
AXS Investments LLC
Strategic Advocates LLC
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
HFG Advisors, Inc.
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
Cherrydale Wealth Management, Llc
Guardian Partners Inc.
Albion Financial Group /ut
Wealth Group, Ltd.
Chickasaw Capital Management Llc
Intrepid Capital Management Inc
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
Vinva Investment Management Ltd
Trillium Asset Management, Llc
Mirador Capital Partners LP
Clearbridge Investments, LLC
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
Wiser Wealth Management, Inc
Berbice Capital Management LLC
Natixis Advisors, L.p.
Park National Corp /oh/
Firetrail Investments Pty Ltd
Mizuho Securities Usa Llc
Garrett Investment Advisors LLC
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
Zurcher Kantonalbank (Zurich Cantonalbank)
Tuttle Tactical Management LLC
Financial Management Professionals, Inc.
Conestoga Capital Advisors, LLC
Aegon Asset Management Uk Plc
Public Employees Retirement System Of Ohio
ENDW - EA Series Trust - Cambria Endowment Style ETF
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
Ofi Invest Asset Management
Mitchell Capital Management Co
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
Allium Financial Advisors, Llc
Nexus Investment Management ULC
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
Transform Wealth, LLC
Stifel Financial Corp
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
Absher Wealth Management, Llc
Gladstone Institutional Advisory LLC
Parallel Advisors, LLC
Haverford Financial Services, Inc.
AlTi Global, Inc.
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
Clarkston Capital Partners, LLC
TCTC Holdings, LLC
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
Creative Capital Management Investments LLC
Jennison Associates Llc
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
Ninety One SA (PTY) Ltd
Manchester Financial Inc
Hixon Zuercher, LLC
HB Wealth Management, LLC
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
Thomasville National Bank
Leo Wealth, LLC
Core Alternative Capital
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
Congress Asset Management Co /ma
Bessemer Group Inc
AlpenGlobal Capital LLC
Golden Road Advisors Llc
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
Granite Group Advisors, LLC
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
DHJJ Financial Advisors, Ltd.
Quaker Wealth Management, LLC
Legato Capital Management LLC
Global Trust Asset Management, LLC
Bridges Investment Management Inc
Sawyer & Company, Inc
Abn Amro Investment Solutions
CWS Financial Advisors, LLC
Central Bank & Trust Co
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
Benchmark Investment Advisors LLC
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
Hudson Valley Investment Advisors Inc /adv
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
Barrett & Company, Inc.
Flaharty Asset Management, LLC
BKD Wealth Advisors, LLC
Petredis Investment Advisors Llc
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
Federation des caisses Desjardins du Quebec
Fischer Financial Services, Inc.
Everence Capital Management Inc
Man Group plc
LMBO - Direxion Shares ETF Trust - Direxion Daily Crypto Industry Bull 2X Shares
Woodard & Co Asset Management Group Inc /adv
Vanguard Group Inc
Df Dent & Co Inc
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
Bouchey Financial Group Ltd
Mirabaud Asset Management Ltd
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
Railway Pension Investments Ltd
4wealth Advisors, Inc.
SFE Investment Counsel
Bamco Inc /ny/
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
BCS Wealth Management
IMA Wealth, Inc.
Eagle Global Advisors Llc
Meeder Advisory Services, Inc.
Riverview Trust Co
Canandaigua National Bank & Trust Co
First PREMIER Bank
BRYN MAWR TRUST Co
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio
Grandview Asset Management LLC
OneAscent Investment Solutions LLC
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
PENN SERIES FUNDS INC - Flexibly Managed Fund
Sheaff Brock Investment Advisors, LLC
Compass Wealth Management LLC
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
Peoples Bank/KS
Hazlett, Burt & Watson, Inc.
Asahi Life Asset Management Co., Ltd.
Farmers & Merchants Trust Co of Long Beach
Alta Wealth Advisors LLC
Stuart Chaussee & Associates, Inc.
Willow Creek Wealth Management Inc.
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
BlackRock ETF Trust - BlackRock Long-Term U.S. Equity ETF
Pragma Gestao De Patrimonio Ltd
Ci Investments Inc.
Waterway Wealth Management, LLC
Baron Silver Stevens Financial Advisors, Llc
Guinness Asset Management LTD
Whitener Capital Management, Inc.
Tolleson Wealth Management, Inc.
BIP Wealth, LLC
Financial & Tax Architects, LLC
Marco Investment Management Llc
Sovereign Financial Group, Inc.
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
State Street Corp
Neuberger Berman Group LLC
DLD Asset Management, LP
Dock Street Asset Management Inc
Winton Capital Group Ltd
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
Securian Asset Management, Inc
Addenda Capital Inc.
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
Gables Capital Management Inc.
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
McHugh Group, LLC
Essex LLC
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
Keystone Financial Services
Analyst IMS Investment Management Services Ltd.
Norris Perne & French Llp/mi
PENN SERIES FUNDS INC - Large Growth Stock Fund
Marshall & Sullivan Inc /wa/
SNS Financial Group, LLC
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
Systematic Alpha Investments, LLC
Avalon Trust Co
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
RCGE - EA Series Trust - RockCreek Global Equality ETF
FT Vest Total Return Income Fund: Series A3
Shakespeare Wealth Management, Inc.
Artisan Partners Limited Partnership
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
First Western Trust Bank
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
Waldron Private Wealth LLC
Magellan Asset Management Ltd
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
Knuff & Co LLC
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio
Prudential Plc
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
Gifford Fong Associates
Truvestments Capital Llc
Matrix Trust Co
Bingham Private Wealth, Llc
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
VCULX - VALIC Co I - Growth Fund
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
Gamco Investors, Inc. Et Al
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
Monument Capital Management
SWAN Capital LLC
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
Etesian Wealth Advisors, Inc.
PFG Advisors
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
Orrstown Financial Services Inc
Coalescence Partners Investment Management, LP
Private Trust Co Na
Seven Mile Advisory
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
First Financial Bankshares Inc
Pine Harbor Wealth Management, LLC
Crews Bank & Trust
D.a. Davidson & Co.
Raleigh Capital Management Inc.
Accent Capital Management, LLC
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
Zhang Financial LLC
Liontrust Investment Partners LLP
AMG National Trust Bank
Acorn Financial Advisory Services Inc /adv
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
Prosperity Financial Group, Inc.
HCR Wealth Advisors
Mizuho Securities Usa Llc
Heritage Trust Co
George Kaiser Family Foundation
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
WP Advisors, LLC
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
Eaton Vance Tax-managed Buy-write Income Fund
Carl P. Sherr & Co., LLC
Wellington Management Group Llp
Baldwin Investment Management, LLC
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
Strategic Investment Solutions, Inc. /IL
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
WealthBridge Investment Counsel Inc.
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
United Bank
Capital Analysts, Inc.
Dynasty Wealth Management, Llc
Zacks Investment Management
Weaver Consulting Group
Legacy Financial Strategies, LLC
Anb Bank
BlueSpruce Investments, LP
Fort Sheridan Advisors Llc
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
Green Harvest Asset Management LLC
Wsfs Capital Management, Llc
Optivise Advisory Services LLC
Haven Private, LLC
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
Jasper Ridge Partners, L.P.
Von Berge Wealth Management Group, LLC
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
Empirical Asset Management, LLC
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I
Cetera Trust Company, N.A
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
Cloverfields Capital Group, Lp
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
Platinum Investment Management Ltd
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
Financial Gravity Companies, Inc.
Stonebridge Financial Planning Group, LLC
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
Morningstar Investment Services LLC
Avantax Planning Partners, Inc.
Morse Asset Management, Inc
Fairfield Financial Advisors, LTD
Jane Street Group, Llc
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
Yousif Capital Management, Llc
Picton Mahoney Asset Management
Sachetta, LLC
One Wealth Capital Management, Llc
Lowe Brockenbrough & Co Inc
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
Field & Main Bank
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
Granite Investment Partners, LLC
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
First Long Island Investors, LLC
Eads & Heald Wealth Management
Abacus Planning Group, Inc.
Hennessy Advisors Inc
Scalar Gauge Management, Llc
GRW - TCW ETF Trust - TCW Compounders ETF
Tsai Capital Corp
NorthRock Partners, LLC
Zwj Investment Counsel Inc
Alpha Financial Partners, LLC
YHB Investment Advisors, Inc.
Continuum Advisory, LLC
Y.D. More Investments Ltd
Berry Wealth Group, LP
Milestones Administradora de Recursos Ltda.
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF
Allegheny Financial Group LTD
Saturna Capital CORP
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
Discipline Wealth Solutions, LLC
Martin & Co Inc /tn/
Mirae Asset Global Investments Co., Ltd.
MTCGX - M FUND INC - M Large Cap Growth Fund
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
Weik Capital Management
Smith, Moore & Co.
Great Valley Advisor Group, Inc.
Generate Investment Management Ltd
Wedbush Securities Inc
Cypress Wealth Services, LLC
Qsemble Capital Management, LP
Jackson Hill Advisors, Llc
Aster Capital Management (DIFC) Ltd
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
Insigneo Advisory Services, Llc
Argonautica Private Wealth Management, Inc
Clear Point Advisors Inc.
Scott & Selber, Inc.
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
AAFMAA Wealth Management & Trust LLC
Blackstone Group Inc
Schnieders Capital Management Llc
Wealthcare Capital Partners, LLC
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
Caption Management, LLC
Summitry Llc
Condor Capital Management
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
Lansing Street Advisors
BlackRock ETF Trust II - BlackRock Total Return ETF
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
Drucker Wealth 3.0, LLC
Meridian Wealth Management, LLC
GROZ - Zacks Trust - Zacks Focus Growth ETF
ETF Opportunities Trust - REX Crypto Equity Premium Income ETF
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares
Hilltop National Bank
Mediolanum International Funds Ltd
Gabelli Dividend & Income Trust
Avestar Capital, LLC
Element Pointe Advisors, Llc
Delta Accumulation, LLC
Foster Dykema Cabot & Partners, Llc
Promethos Capital, LLC
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
Convergence Investment Partners, LLC
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
TRB Advisors LP
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
TrimTabs Asset Management, LLC
Zions Bancorporation, National Association /ut/
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
XXEC, Inc.
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
Halbert Hargrove Global Advisors, Llc
Transcendent Capital Group LLC
Nippon Life Global Investors Americas, Inc.
Grandfield & Dodd, Llc
Davis Asset Management, L.P.
Family Legacy, Inc.
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
Rockland Trust Co
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
Pacifica Partners Inc.
Philip James Wealth Mangement, LLC
Bnc Wealth Management, Llc
Teacher Retirement System Of Texas
Marshfield Associates
Elevatus Welath Management
Callahan Advisors, LLC
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
Caitong International Asset Management Co., Ltd
Harbor Investment Advisory, Llc
Nuveen S&p 500 Buywrite Income Fund
Northstar Group, Inc.
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
Coign Capital Advisors LLC
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Arrow Financial Corp
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
Baader Bank INC
Core Wealth Advisors, Inc.
Financial Network Wealth Management LLC
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
Texas Permanent School Fund
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
Quartz Partners, LLC
Level Wealth Management LLC
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
NorthStar Asset Management LLC /NJ/
Academy Capital Management Inc/tx
Eisler Capital Management Ltd.
Betterment LLC
King Luther Capital Management Corp
Guardian Capital Lp
Ostrum Asset Management
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
Heritage Oak Wealth Advisors Llc
Mascoma Wealth Management LLC
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
CFO4Life Group, LLC
Clean Yield Group
Garrison Point Advisors, Llc
Novem Group
Warther Private Wealth, LLC
AIMZ Investment Advisors, LLC
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
SJS Investment Consulting Inc.
Vanguard Capital Wealth Advisors
Perennial Advisors, LLC
Nomura Holdings Inc
Farther Finance Advisors, LLC
State Board Of Administration Of Florida Retirement System
Gold Investment Management Ltd.
Sycomore Asset Management
FT Vest Total Return Income Fund: Series A2
Mayar Capital Ltd.
Financial Connections Group, Inc.
Voya Prime Rate Trust
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
Skandinaviska Enskilda Banken AB (publ)
Institute for Wealth Management, LLC.
Brevan Howard Capital Management LP
First Community Trust Na
Sky Investment Group LLC
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
Alberta Investment Management Corp
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
Richard P Slaughter Associates Inc
New Age Alpha Advisors, LLC
Cigna Investments Inc /new
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
Nuveen Core Equity Alpha Fund
Gordian Capital Singapore Pte Ltd
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
Callan Capital, LLC
STRV - EA Series Trust - Strive 500 ETF
State Of Wisconsin Investment Board
Daner Wealth Management, LLC
CIBC World Markets Inc.
Lebenthal Global Advisors, LLC
Real Talk Capital, LLC
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
Apriem Advisors
Holistic Planning, LLC
Hoxton Planning & Management, LLC
Ameriflex Group, Inc.
Bernard Wealth Management Corp.
Alpha Omega Wealth Management LLC
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
Clal Insurance Enterprises Holdings Ltd
IAG Wealth Partners, LLC
Stokes Capital Advisors, LLC
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
Apollon Wealth Management, LLC
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
Rossby Financial, LCC
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
Dynamic Advisor Solutions LLC
Cooper Financial Group
Toth Financial Advisory Corp
Pines Wealth Management, LLC
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
Northwestern Mutual Wealth Management Co
Morgan Stanley
Y-Intercept (Hong Kong) Ltd
Capital Group Private Client Services, Inc.
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
Beacon Financial Group
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
Personal Cfo Solutions, Llc
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
TFB Advisors LLC
Metis Global Partners, LLC
Cromwell Holdings LLC
1st Source Bank
Forsta Ap-fonden
Steward Partners Investment Advisory, Llc
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
Synergy Financial Group, LTD
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A
Level Four Advisory Services, Llc
Wealth Alliance Advisory Group, LLC
New Century Financial Group, LLC
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
Handelsbanken Fonder AB
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
GoalVest Advisory LLC
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
Bristol John W & Co Inc /ny/
IFP Advisors, Inc
Values Added Financial LLC
Barclays Plc
DnB Asset Management AS
Qube Research & Technologies Ltd
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
Horiko Capital Management Llc
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
Guinness Atkinson Asset Management Inc
VAPPX - VALIC Co I - Capital Appreciation Fund
Salomon & Ludwin, LLC
EULAV Asset Management
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
Apella Capital, LLC
Johnson Investment Counsel Inc
Skyline Advisors, Inc.
LWM Advisory Services, LLC
StonePine Asset Management Inc.
First American Bank
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
Oak Associates Ltd /oh/
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
AE Wealth Management LLC
Citizens Business Bank
Edge Financial Advisors LLC
Annis Gardner Whiting Capital Advisors, LLC
Fiduciary Alliance LLC
Garner Asset Management Corp
Trail Ridge Investment Advisors, LLC
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
VCGAX - VALIC Co I - Growth & Income Fund
Channel Wealth Llc
Richmond Investment Services, LLC
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
Pollock Investment Advisors, LLC
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
Redwood Investment Management, Llc
Waycross Partners, Llc
Pineridge Advisors LLC
Hilltop Partners LLC
Bank Of Nova Scotia
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
Briaud Financial Planning, Inc
Augustine Asset Management Inc
Belmont Capital, LLC
Argent Trust Co
Westside Investment Management, Inc.
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
Soltis Investment Advisors LLC
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
Tilia Fiduciary Partners, Inc.
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
Ameritas Investment Partners, Inc.
Simplicity Wealth,LLC
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
Gibraltar Capital Management, Inc.
Beaumont Financial Advisors, LLC
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
Walter Public Investments Inc.
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
Sheets Smith Wealth Management
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
Profunds - Profund Vp Large-cap Growth
Bangor Savings Bank
Vestmark Advisory Solutions, Inc.
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
Mawer Investment Management Ltd.
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
Hancock Whitney Corp
Capula Management Ltd
Aware Super Pty Ltd as trustee of Aware Super
Richwood Investment Advisors, LLC
Palogic Value Management, L.P.
Fidelis Capital Partners, LLC
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
Schwartz Investment Counsel Inc
Founders Capital Management, Llc
Marietta Investment Partners Llc
Lmcg Investments, Llc
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
APG Asset Management N.V.
Rehmann Capital Advisory Group
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
Kennedy Capital Management, Inc.
Kanen Wealth Management LLC
Boston Private Wealth Llc
National Pension Service
Parcion Private Wealth LLC
Accordant Advisory Group Inc
Cornerstone Planning Group LLC
Guardcap Asset Management Ltd
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
Acap Strategic Fund
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
Advisory Services Network, LLC
Key FInancial Inc
Capstone Investment Advisors, Llc
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
CarsonAllaria Wealth Management, Ltd.
Stephens Consulting, LLC
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
SOUTH STATE Corp
Symmetry Investments LP
Tredje AP-fonden
Cozad Asset Management Inc
Nixon Peabody Trust Co
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
Brandywine Oak Private Wealth Llc
Breed's Hill Capital LLC
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
1248 Management, LLC
Giverny Capital Inc.
Fullcircle Wealth Llc
PENN SERIES FUNDS INC - International Equity Fund
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
True Wealth Design, LLC
PENN SERIES FUNDS INC - Large Cap Growth Fund
Banque Pictet & Cie Sa
Bank Of Hawaii
Voya Financial Advisors, Inc.
Nicholson Wealth Management Group, LLC
Fullerton Fund Management Co Ltd
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
Fifth Third Wealth Advisors LLC
Roxbury Financial LLC
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
Illinois Municipal Retirement Fund
Wolff Wiese Magana Llc
Lion Street Advisors, LLC
Lantz Financial LLC
FUKOKU MUTUAL LIFE INSURANCE Co
Aspect Partners, LLC
Centerpoint Advisors, LLC
TCG Advisory Services, LLC
First Citizens Bank & Trust Co
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
Twin City Private Wealth, Llc
Vident Advisory, LLC
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
UniSuper Management Pty Ltd
Palisades Hudson Asset Management, L.P.
LeClair Wealth Partners LLC
Running Point Capital Advisors, LLC
Veritas Investment Partners (UK) Ltd.
Manitou Investment Management Ltd.
Capital Performance Advisors Llp
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
Richards, Merrill & Peterson, Inc.
American Money Management, LLC
Hughes Financial Services, LLC
Adams Diversified Equity Fund, Inc.
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
Vision Capital Management, Inc.
Blueshift Asset Management, LLC
Cadent Capital Advisors, LLC
Round Hill Asset Management
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
Lake Street Financial Llc
VMAX - Lattice Strategies Trust - Hartford US Value ETF
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
Alps Advisors Inc
JustInvest LLC
Chapman Financial Group, Llc
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
Allianzgi Diversified Income & Convertible Fund
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
Coyle Financial Counsel LLC
UYG - PROSHARES TRUST - ProShares Ultra Financials
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
Meiji Yasuda Asset Management Co Ltd.
Nicholas Company, Inc.
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
Linscomb & Williams, Inc.
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
Peloton Wealth Strategists
Baker Chad R
Obsidian Personal Planning Solutions LLC
Concord Wealth Partners
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
High Net Worth Advisory Group LLC
SageView Advisory Group, LLC
Vicus Capital
Premier Path Wealth Partners, LLC
Kanawha Capital Management Llc
Argentarii, LLC
Riverbend Wealth Management, LLC
Pandora Wealth, Inc.
Arkadios Wealth Advisors
Lester Murray Antman dba SimplyRich
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
Penobscot Investment Management Company, Inc.
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
Northwest & Ethical Investments L.P.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
Moneta Group Investment Advisors Llc
14B Captial Management LP
Watts Gwilliam & Co., LLC
Accelerate Investment Advisors LLC
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
Advisors Preferred, LLC
Two Sigma Advisers, Lp
Tanager Wealth Management LLP
Franklin Resources Inc
Evolution Wealth Advisors, LLC
Lockerman Financial Group, Inc.
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
Chapin Davis, Inc.
Howard Wealth Management, Llc
Cresset Asset Management, LLC
Mitchell Mcleod Pugh & Williams Inc
Rossmore Private Capital
Old Point Trust & Financial Services N A
Somerville Kurt F
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
Asio Capital, LLC
Meyer Handelman Co
Franklin Templeton ETF Trust - Franklin Focused Growth ETF
CI Private Wealth, LLC
Provident Co of the Employees of the Hebrew University LTD
Wesbanco Bank Inc
3Chopt Investment Partners, LLC
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
Childress Capital Advisors, Llc
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
Okabena Investment Services Inc
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
Troy Asset Management Ltd
4J Wealth Management LLC
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
Sunbeam Capital Management, LLC
DDFG, Inc
Carderock Capital Management Inc
Murphy, Middleton, Hinkle & Parker, Inc.
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
Costello Asset Management, INC
Pacific Global Investment Management Co
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
Truist Financial Corp
Gateway Investment Advisers Llc
Fisher Asset Management, LLC
Edmond De Rothschild Holding S.a.
Woodward Diversified Capital, Llc
Archer Investment Corp
Altshuler Shaham Ltd
Quest Partners LLC
Code Waechter LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
Navalign, LLC
McDonough Capital Management, Inc
Somerset Trust Co
Fairview Capital Investment Management, Llc
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
Armstrong Advisory Group, Inc
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
Wisconsin Capital Management Llc
Resources Management Corp /ct/ /adv
Buckhead Capital Management Llc
Generation Capital Management LLC
Johnson & White Wealth Management, LLC
Pathway Financial Advisers, LLC
Columbus Hill Capital Management, L.P.
Wealthfront Advisers Llc
Evercore Wealth Management, LLC
Willner & Heller, Llc
Achmea Investment Management B.V.
WestEnd Advisors, LLC
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
Poehling Capital Management, LLC
Pinnacle Wealth Management Advisory Group, LLC
CTC Alternative Strategies, Ltd.
Patton Albertson Miller Group, Llc
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
Claar Advisors LLC
Fortis Capital Advisors, LLC
OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
Jump Financial, LLC
LaFleur & Godfrey LLC
Cornerstone Advisors, LLC
Ipswich Investment Management Co., Inc.
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
Siemens Fonds Invest GmbH
Fulcrum Capital LLC
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
Trust Investment Advisors
Lowe Wealth Advisors, LLC
Ssi Investment Management Llc
Tobam
Brave Asset Management Inc
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
Lindbrook Capital, Llc
Ellenbecker Investment Group
Pacific Capital Wealth Advisors, Inc
First National Bank of Hutchinson
Hartford Investment Management Co
Victory Capital Management Inc
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
Secure Asset Management, LLC
PFS Partners, LLC
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
Mesirow Financial Investment Management, Inc.
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
Ethos Financial Group, LLC
Tounjian Advisory Partners, Llc
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
Northside Capital Management, LLC
CHURCHILL MANAGEMENT Corp
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
Confluence Investment Management Llc
Nations Financial Group Inc, /ia/ /adv
Vision Financial Markets Llc
Chicago Capital, LLC
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
Portland Global Advisors LLC
Susquehanna Portfolio Strategies, LLC
Horizon Financial Services, Llc
Monticello Wealth Management, Llc
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
Schechter Investment Advisors, LLC
RFG - Bristol Wealth Advisors, LLC
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF
Gilder Gagnon Howe & Co Llc
Frazier Financial Advisors, LLC
IFC Advisors LLC
Kensington Investment Counsel, LLC
Macquarie Group Ltd
Alpine Bank Wealth Management
Signature Estate & Investment Advisors Llc
SILVER OAK SECURITIES, Inc
Codex Capital Asset Management L.L.C.
Stock Yards Bank & Trust Co
Prism Advisors, Inc.
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
Landscape Capital Management, L.l.c.
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
Woodley Farra Manion Portfolio Management Inc
PFW Advisors LLC
Hills Bank & Trust Co
Keystone Global Partners, LLC
Amundi
UBS Group AG
Lincoln Capital Corp
Deltec Asset Management Llc
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
GKV Capital Management Co., Inc.
Beck Mack & Oliver Llc
Meriwether Wealth & Planning, LLC
POLRX - FundVantage Trust - Polen Growth Fund Investor Class
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
STXG - EA Series Trust - Strive 1000 Growth ETF
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
Professional Financial Advisors, LLC
Bridger Management, Llc
17 Capital Partners, Llc
Accretive Wealth Partners, LLC
PENN SERIES FUNDS INC - Large Core Growth Fund
Freedom Day Solutions, LLC
Salem Investment Counselors Inc
Bowie Capital Management, LLC
Sepio Capital, LP
FT Vest Total Return Income Fund: Series A4
Robinson Smith Wealth Advisors Llc
Baron Wealth Management LLC
Sofos Investments, Inc.
H&H Retirement Design & Management INC
Ameritas Advisory Services, LLC
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
Gilbert & Cook, Inc.
Brookwood Investment Group LLC
Centurion Wealth Management LLC
Floyd Financial Group Llc
Howland Capital Management Llc
MCF Advisors LLC
Denali Advisors Llc
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
BCJ Capital Management, LLC
IFG Advisory, LLC
Townsend & Associates, Inc
MBL Wealth, LLC
Lafayette Investments, Inc.
XTX Topco Ltd
Violich Capital Management, Inc.
ERn Financial, LLC
Schroder Investment Management Group
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
Platform Technology Partners
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
Intermede Investment Partners Ltd
Mine & Arao Wealth Creation & Management, LLC.
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
Oxford Financial Group Ltd
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
Missouri Trust & Investment Co
MEMBERS Trust Co
Birinyi Associates Inc
Renaissance Technologies Llc
Lifelong Wealth Advisors, Inc.
Summit Trail Advisors, Llc
VLCGX - VALIC Co I - Large Capital Growth Fund
Advance Capital Management, Inc.
Mv Capital Management, Inc.
Colonial Trust Co / SC
LGT Fund Management Co Ltd.
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
Progressive Investment Management Corp
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
Knights of Columbus Asset Advisors LLC
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class
Mizuho Markets Americas Llc
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
Mjp Associates Inc /adv
Winslow Capital Management, LLC
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
Arjuna Capital
Princeton Capital Management Llc
Td Asset Management Inc
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
Advisors Capital Management, LLC
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
Birch Hill Investment Advisors LLC
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
Pin Oak Investment Advisors Inc
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I
Broadleaf Partners, LLC
Engineers Gate Manager LP
Glen Eagle Advisors, LLC
Clare Market Investments LLC
Scharf Investments, Llc
V-Square Quantitative Management LLC
New York Life Investment Management Llc
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
Spirepoint Private Client, Llc
Sigma Investment Counselors Inc
Slagle Financial, LLC
Napatree Capital Llc
Hudock, Inc.
Mowery & Schoenfeld Wealth Management, LLC
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
First Trust Advisors Lp
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
AdvisorShares Investments LLC
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
Hardman Johnston Global Advisors LLC
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
Denver Wealth Management, Inc.
Lbmc Investment Advisors, Llc
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
BayBridge Capital Group, LLC
AlphaStar Capital Management, LLC
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
Fiduciary Trust Co
Bbr Partners, Llc
Canvas Wealth Advisors, LLC
Advisory Resource Group
Cary Street Partner Investment Advisory Llc
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
Willis Investment Counsel
Beirne Wealth Consulting Services, LLC
Saiph Capital, LLC
W.H. Cornerstone Investments Inc.
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
Center for Financial Planning, Inc.
Cvfg Llc
Convergence Financial, LLC
Walkner Condon Financial Advisors LLC
Transatlantique Private Wealth Llc
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares
Farmers & Merchants Trust Co of Chambersburg PA
TFG Advisers LLC
Berkshire Asset Management Llc/pa
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
Industrial Alliance Investment Management Inc.
William Allan, Llc
Cottonwood Capital Advisors, Llc
Maia Wealth LLC
Interchange Capital Partners, LLC
Equitable Trust Co
Schulz Wealth, LTD.
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
Pnc Financial Services Group, Inc.
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
Silvercrest Asset Management Group Llc
Regal Investment Advisors LLC
Inscription Capital, LLC
Anderson Financial Strategies, LLC
Cherry Tree Wealth Management, LLC
Summit Financial Wealth Advisors, LLC
Tufton Capital Management
BFOR - ALPS ETF Trust - Barron's 400 ETF
Allstate Corp
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares
TMFG - RBB FUND, INC. - Motley Fool Global Opportunities ETF
Evolution Advisers, Inc.
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
Circle Wealth Management, LLC
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
Meridian Wealth Partners, LLC
Exchange Traded Concepts, Llc
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
Horrell Capital Management, Inc.
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
Proficio Capital Partners LLC
Brooklands Fund Management Ltd
Lakeshore Capital Group, Inc.
Atticus Wealth Management, Llc
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
Ascent Capital Management, LLC
Retirement Systems of Alabama
Cynosure Management, Llc
UNIVEST FINANCIAL Corp
State of Wyoming
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
FSA Wealth Management LLC
Nicolet Bankshares Inc
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
Washington Trust Advisors, Inc.
Boreal Capital Management LLC
Aberdeen Wealth Management LLC
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
Kovitz Investment Group Partners, LLC
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
Fulcrum Asset Management LLP
Flagship Wealth Advisors, Llc
Orgel Wealth Management, LLC
Orion Capital Management LLC
Diversified Trust Co
Taurus Asset Management, Llc
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
Bailard, Inc.
Atlas Wealth Partners, LLC
Oversea-Chinese Banking CORP Ltd
Greenup Street Wealth Management Llc
Register Financial Advisors LLC
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
Abner Herrman & Brock Llc
Chancellor Financial Group WB LP
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
Patron Partners Advisors, Llc
Cape Cod Five Cents Savings Bank
Almanack Investment Partners, LLC.
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
Boothbay Fund Management, Llc
Private Client Services, Llc
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
1832 Asset Management L.P.
Lipe & Dalton
Sivia Capital Partners, LLC
Jpmorgan Chase & Co
S&co Inc
Navellier & Associates Inc
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
Bartlett & Co. Wealth Management Llc
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
Quadcap Wealth Management, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
Three Seasons Wealth, LLC
Alcosta Capital Management, Inc.
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
Strait & Sound Wealth Management LLC
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
Cfm Wealth Partners Llc
Brandywine Managers, Llc
Advyzon Investment Management, LLC
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
Nvest Financial, LLC
Stanley-Laman Group, Ltd.
Harbour Investments, Inc.
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
Goldstone Financial Group, LLC
Goldstein Advisors, LLC
Savant Capital, LLC
PUREfi Wealth, LLC
Crux Wealth Advisors
Daiwa Securities Group Inc.
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
St. Nicholas Private Asset Management, Inc
Atlas Legacy Advisors, LLC
Fortress Private Ledger, Llc
EFG Asset Management (Americas) Corp.
Valued Wealth Advisors LLC
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
Laurion Capital Management LP
Mill Creek Capital Advisors, LLC
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
Drive Wealth Management, Llc
Tectonic Advisors Llc
LM Advisors LLC
Legacy Financial Advisors, Inc.
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
McAdam, LLC
Dividend Asset Capital, Llc
Curated Wealth Partners LLC
Optimum Investment Advisors
Moody National Bank Trust Division
apricus wealth, LLC
Phillips Financial Management, Llc
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
Cantor Fitzgerald Investment Adviser L.p.
Qtron Investments LLC
Wise Wealth Partners
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
Hilltop Holdings Inc.
Ullmann Financial Group, Inc.
Ingalls & Snyder Llc
Westerkirk Capital Inc.
Kathleen S. Wright Associates Inc.
Pembroke Management, LTD
LGT Financial Advisors LLC
Crown Wealth Group, LLC
Summit Financial, LLC
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
Pcg Asset Management, Llc
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
Sapient Capital Llc
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
PSI Advisors, LLC
Napean Trading & Investment Co (Singapore) PTE Ltd
FIL Ltd
AlphaCore Capital LLC
Lombard Odier Asset Management (Switzerland) SA
Jackson Wealth Management, LLC
Valmark Advisers, Inc.
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
Td Private Client Wealth Llc
Ag2r La Mondiale Gestion D'actifs
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
Delta Investment Management, LLC
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
Eaton Financial Holdings Company, LLC
Mach-1 Financial Group, Inc.
PBFDX - FORUM FUNDS - Payson Total Return Fund
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
Summit Global Investments
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
Builder Investment Group Inc /adv
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
Barings Llc
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
Goelzer Investment Management, Inc.
Mosaic Family Wealth Partners, Llc
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
ARTYX - ARTISAN PARTNERS FUNDS INC - Artisan Developing World Fund Investor Shares
Kennedy Investment Group
Townsend Asset Management Corp /nc/ /adv
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
Cercano Management LLC
First Commonwealth Financial Corp /pa/
Wallington Asset Management, LLC
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
Andra AP-fonden
STPIX - SARATOGA ADVANTAGE TRUST - Technology & Communications Portfolio Class I
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
WT Wealth Management
Financial Engines Advisors L.L.C.
First Bank & Trust
NS Partners Ltd
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
Per Stirling Capital Management, LLC.
KLCM Advisors, Inc.
Traphagen Investment Advisors Llc
Sciencast Management LP
Sovran Advisors, LLC
Generali Investments, Management Co LLC
Foundations Investment Advisors, LLC
Main Management ETF Advisors, LLC
Boyd Watterson Asset Management Llc/oh
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class
Cheviot Value Management, LLC
Evoke Wealth, Llc
Scotia Capital Inc.
Benchmark Financial Wealth Advisors, LLC
Catalyst Financial Partners Llc
LeConte Wealth Management, LLC
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
Brueske Advisory Services, LLC
Pictet North America Advisors SA
Allianz Asset Management GmbH
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
Alerus Financial Na
IFM Investors Pty Ltd
Eqis Capital Management, Inc.
Rakuten Securities, Inc.
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
ROPE - EA Series Trust - Coastal Compass 100 ETF
Winch Advisory Services, LLC
Notis-McConarty Edward
Gluskin Sheff & Assoc Inc
Ascension Capital Advisors, Inc.
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
Jackson Thornton Asset Management, Llc
Jackson Square Capital, Llc
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
Banco Bilbao Vizcaya Argentaria, S.a.
Community Bank, N.A.
Aptus Capital Advisors, LLC
Scissortail Wealth Management, LLC
Copperwynd Financial, LLC
La Banque Postale Asset Management SA
Skylands Capital, LLC
Gw Henssler & Associates Ltd
Berger Financial Group, Inc
Cahill Wealth Management, LLC
Versant Capital Management, Inc
Burns Matteson Capital Management, LLC
New World Advisors LLC
Dagco, Inc.
Hibernia Wealth Partners, LLC
Center For Asset Management LLC
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
St. Louis Trust Co
True North Advisors, LLC
Genesis Private Wealth, Llc
Migdal Insurance & Financial Holdings Ltd.
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
Turtle Creek Wealth Advisors, LLC
Krs Capital Management, Llc
SS&H Financial Advisors, Inc.
Xcel Wealth Management, LLC
Proffitt & Goodson Inc
River Street Advisors LLC
Orser Capital Management, Llc
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
Lineweaver Wealth Advisors, LLC
Chatham Capital Group, Inc.
Sei Investments Co
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
Shufro Rose & Co Llc
Front Row Advisors LLC
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
Resonant Capital Advisors, LLC
S.A. Mason LLC
Dunhill Financial, LLC
Nebula Research & Development LLC
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
J. W. Coons Advisors, LLC
Great Diamond Partners, LLC
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
Police & Firemen's Retirement System of New Jersey
Grove Bank & Trust
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
Greenfield Savings Bank
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
IMC-Chicago, LLC
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
Abound Financial, Llc
Evermay Wealth Management Llc
Brady Family Wealth, Llc
Pegasus Asset Management, Inc.
Golden State Equity Partners
TOPT - iSHARES TRUST - iShares Top 20 U.S. Stocks ETF
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
Chicago Partners Investment Group LLC
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
O'ROURKE & COMPANY, Inc
Nicholas Hoffman & Company, LLC.
JMG Financial Group, Ltd.
Cypress Asset Management Inc/tx
SRN Advisors, LLC
Schmidt P J Investment Management Inc
Inspirion Wealth Advisors, Llc
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
DecisionMap Wealth Management, LLC
Greykasell Wealth Strategies, Inc.
HBW Advisory Services LLC
Lodestone Wealth Management LLC
Cladis Investment Advisory, LLC
Curat Global, LLC
Eastern Bank
Prasad Wealth Partners, LLC
Tyler-Stone Wealth Management
Cobblestone Capital Advisors Llc /ny/
Clear Harbor Asset Management, LLC
Armstrong Henry H Associates Inc
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
Cahill Financial Advisors Inc
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
RFG Advisory, LLC
Capital International Inc /ca/
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
Vista Cima Wealth Management LLC
Cornerstone Wealth Group, LLC
Parnassus Investments /ca
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
Mercer Global Advisors Inc /adv
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
Shepherd Financial Partners LLC
Financial Avengers, Inc.
Heritage Wealth Management, Inc.
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
Prestige Wealth Management Group LLC
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
Capital Advisors, Ltd. LLC
NOSIX - Northern Funds - Northern Stock Index Fund
Virginia Retirement Systems Et Al
Bank Hapoalim Bm
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
Caas Capital Management Lp
Horizon Investments, LLC
Artemis Wealth Advisors, LLC
Quarry LP
Lvm Capital Management Ltd/mi
Opus Capital Group, LLC
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
Auxier Asset Management
Park Square Financial Group, LLC
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
Prana Capital Management, LP
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
Toronto Dominion Bank
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
WASHINGTON TRUST Co
Capital Investment Services of America, Inc.
Wayfinding Financial, LLC
GuoLine Advisory Pte Ltd
CBOE Vest Financial, LLC
Transcend Wealth Collective, Llc
Atlas Brown,Inc.
Elmwood Wealth Management, Inc.
Geode Capital Management, Llc
Ignite Planners, LLC
Yacktman Asset Management Lp
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
Fortis Capital Management LLC
Farmers & Merchants Investments Inc
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
Stevens Capital Management Lp
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
Davies Financial Advisors, Inc.
Traveka Wealth, LLC
Empire Life Investments Inc.
Integrated Investment Consultants, LLC
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
Ambassador Advisors, LLC
Baypointe Partners LLC
TriaGen Wealth Management LLC
Capstone Financial Advisors, Inc.
Rogco, Lp
Us Bancorp \de\
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
MeadowBrook Investment Advisors LLC
Nutshell Asset Management Ltd
Prakash Investment Advisors Llc
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
Wealthedge Investment Advisors, Llc
Up Strategic Wealth Investment Advisors Llc
MQS Management LLC
VSTIX - VALIC Co I - Stock Index Fund
Warren Averett Asset Management, LLC
Mutual Advisors, LLC
Pullen Investment Management, LLC
Hidden Cove Wealth Management, LLC
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
Marks Group Wealth Management, Inc
WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class
Capital Advisory Group Advisory Services, LLC
Harvey Investment Co Llc
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF
Van Hulzen Asset Management, LLC
Climber Capital SA
Axa S.a.
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
Solstein Capital, LLC
Genesee Capital Advisors, LLC
Plato Investment Management Ltd
Echo45 Advisors LLC
Cascade Financial Partners, LLC
VNIE - Advisors' Inner Circle Fund II - Vontobel International Equity Active ETF
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
Alkeon Capital Management Llc
Garda Capital Partners Lp
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
Peterson Wealth Management
Forbes J M & Co Llp
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
Ellsworth Advisors, LLC
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
Mastercard Foundation Asset Management Corp
VNIYX - Advisors' Inner Circle Fund II - VONTOBEL INTERNATIONAL EQUITY FUND Y Shares
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
Gardner Russo & Quinn Llc
MUFG Securities EMEA plc
Johnson Bixby & Associates, LLC
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
Pinnacle Bancorp, Inc.
Alliance Wealth Advisors, LLC /UT
Canopy Partners, LLC
SG Americas Securities, LLC
S&t Bank/pa
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
Castle Rock Wealth Management, LLC
National Mutual Insurance Federation of Agricultural Cooperatives
San Luis Wealth Advisors LLC
Covestor Ltd
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
Calton & Associates, Inc.
Ensign Peak Advisors, Inc
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
Martin Capital Advisors, LLP
Aries Wealth Management
Wbh Advisory Inc
GPM Growth Investors, Inc.
Bank Julius Baer & Co. Ltd, Zurich
Wedmont Private Capital
Centiva Capital, LP
Alta Capital Management Llc/
Sarasin & Partners LLP
LaSalle St. Investment Advisors, LLC
SYM FINANCIAL Corp
West Michigan Advisors, Llc
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
Ieq Capital, Llc
Integrated Wealth Concepts LLC
Legacy Bridge, LLC
Gerber Kawasaki Wealth & Investment Management
Argyle Capital Partners, LLC
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
Independence Bank of Kentucky
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
Prentiss Smith & Co Inc
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
Sanders Capital, LLC
Absoluto Partners Gestao de Recursos Ltda
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
Jain Global LLC
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
Jnl Series Trust - Jnl/s&p 4 Fund (a)
Holderness Investments Co
Global X Japan Co., Ltd.
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
Advocate Group Llc
Gerber, Llc
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
Hunter Associates Investment Management Llc
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
Viewpoint Investment Partners Corp
Ethic Inc.
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
Freestone Grove Partners LP
Oldfather Financial Services, LLC
Latitude Advisors, LLC
Alethea Capital Management, Llc
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
Sandy Cove Advisors, LLC
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
Wolverine Trading, Llc
Lattice Capital Management, LLC
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
First National Bank Of Omaha
Diversify Advisory Services, LLC
Klingman & Associates, LLC
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
Midwest Trust Co
Houlihan Financial Resource Group, Ltd.
City State Bank
VSM Wealth Advisory, LLC
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
Enterprise Financial Services Corp
K.J. Harrison & Partners Inc
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
Compass Capital Corp /ma/ /adv
Prentice Wealth Management LLC
Global Wealth Management Investment Advisory, Inc.
Comerica Bank
West Bancorporation Inc
Gardner Lewis Asset Management L P
Riggs Asset Managment Co. Inc.
Tranquilli Financial Advisor LLC
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
Pfc Capital Group, Inc.
GenTrust, LLC
Bretton Capital Management, LLC
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
BlackRock, Inc.
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
Kayne Anderson Rudnick Investment Management Llc
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
Alteri Wealth LLC
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
Carmignac Gestion
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
Minot DeBlois Advisors LLC
Xponance, Inc.
Tradewinds Capital Management, LLC
Perigon Wealth Management, LLC
Avanza Fonder AB
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
Hamilton Point Investment Advisors, LLC
Principia Wealth Advisory, LLC
Financial Partners Group, Inc
Financial Enhancement Group LLC
Marathon Asset Mgmt Ltd
RMB Capital Management, LLC
Coastline Trust Co
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
STFGX - Advisers Investment Trust - State Farm Growth Fund
Varma Mutual Pension Insurance Co
Morton Brown Family Wealth, LLC
WCMI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM International Equity ETF
von Borstel & Associates, Inc.
Brinker Capital Investments, LLC
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I
Impact Capital Partners LLC
Rice Partnership, LLC
Jupiter Asset Management Ltd
Team Financial Group, LLC
Csenge Advisory Group
M. Kulyk & Associates, LLC
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
Maytus Capital Management, LLC
Evelyn Partners Investment Management Services Ltd
Voisard Asset Management Group, Inc.
Canandaigua National Trust Co of Florida
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
Rise Advisors, LLC
New England Capital Financial Advisors LLC
Cetera Investment Advisers
Koesten, Hirschmann & Crabtree, INC.
Berkshire Hathaway Inc
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
jvl associates llc
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
Gotham Asset Management, LLC
Arizona State Retirement System
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
Park Edge Advisors, LLC
Game Plan Financial Advisors, LLC
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
Moore Capital Management, Lp
Madison Wealth Partners, Inc
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
Sonora Investment Management Group, LLC
Commonwealth Equity Services, Llc
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
Whittier Trust Co
AMCPX - AMCAP FUND - AMCAP FUND Class A
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
Fedenia Advisers LLC
Davy Global Fund Management Ltd
Ewa, Llc
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
Binnacle Investments Inc
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
WVALX - WEITZ FUNDS - Value Fund - Investor Class
Perennial Investment Advisors, LLC
M&G Plc
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
Darden Wealth Group Inc
Modera Wealth Management, LLC
LKEQX - LKCM Funds - LKCM Equity Fund
Fayez Sarofim & Co
Korea Investment CORP
Redmont Wealth Advisors Llc
Grafton Street Partners Fund, LP
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
Benin Management CORP
Heck Capital Advisors, LLC
Harel Insurance Investments & Financial Services Ltd.
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Excalibur Management Corp
ULPIX - Profunds - Ultrabull Profund Investor Class
Balentine LLC
North Star Asset Management Inc
Sargent Investment Group, LLC
Threadgill Financial, Llc
IFG Advisors, LLC
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
Bowen Hanes & Co Inc
Voleon Capital Management Lp
Portman Square Capital LLP
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
FundVantage Trust - Polen Growth & Income Fund Institutional Class
Arthur M. Cohen & Associates, Llc
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
Capital Fund Management S.a.
LPL Financial LLC
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
Altfest L J & Co Inc
Yukon Wealth Management, Inc.
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
Impax Asset Management Group plc
Bank Of Nova Scotia Trust Co
IMS Capital Management
Hager Investment Management Services, Llc
Contravisory Investment Management, Inc.
Clifford Group, LLC
Balance Wealth, LLC
Connor, Clark & Lunn Investment Management Ltd.
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
Elser Financial Planning, Inc
Principal Financial Group Inc
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
Lord, Abbett & Co. Llc
Midland Wealth Advisors Llc
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
MRP Capital Investments, LLC
Illumine Investment Management, LLC
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
Blair William & Co/il
ACVF - ETF Opportunities Trust - American Conservative Values ETF
Rnc Capital Management Llc
Washington Trust Bank
BFONX - Northern Lights Fund Trust - The Biondo Focus Fund Investor Class
Sound View Wealth Advisors Group, LLC
Puzo Michael J
Rakuten Investment Management, Inc.
MSH Capital Advisors LLC
Humankind Benefit Corp - Humankind US Stock ETF
Gilman Hill Asset Management, LLC
Novare Capital Management Llc
Leavell Investment Management, Inc.
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
Blue Fin Capital, Inc.
Martin Currie Ltd
Coastal Investment Advisors, Inc.
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
Forum Financial Management, LP
Sendero Wealth Management, LLC
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
Amussen Hunsaker Associates Llc
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
Limestone Investment Advisors LP
MJT & Associates Financial Advisory Group, Inc.
Essex Financial Services, Inc.
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
Elefante Mark B
Taikang Asset Management (Hong Kong) Co Ltd
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
Wellington Shields Capital Management, LLC
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
FT Vest Hedged Equity Income Fund: Series B1
Quantum Financial Advisors, LLC
Norden Group Llc
Ami Asset Management Corp
Westover Capital Advisors, LLC
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
Keystone Financial Group
CHICAGO TRUST Co NA
Koshinski Asset Management, Inc.
Linden Thomas Advisory Services, LLC
DMKC Advisory Services, LLC
Pinnacle Holdings, LLC
LifeWealth Investments, LLC
HighPoint Advisor Group LLC
Value Partners Investments Inc.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
Impact Investors, Inc
Consilium Wealth Advisory, LLC
Crescent Sterling, Ltd.
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
River Wealth Advisors LLC
Accurate Wealth Management, LLC
Verdence Capital Advisors LLC
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
Northwestern Mutual Investment Management Company, Llc
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
Paul Damon & Associates, Inc.
Moseley Investment Management Inc
Grimes & Company, Inc.
Schaper Benz & Wise Investment Counsel Inc/wi
FourThought Financial Partners, LLC
Egerton Capital (UK) LLP
Private Advisory Group LLC
Deutsche Bank Ag\
Dundas Partners LLP
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
Ally Financial Inc.
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
Persium Advisors, LLC
Planned Solutions, Inc.
Maven Securities LTD
Ameriprise Financial Inc
Palo Ds Manager Llc
Cypress Capital, LLC
DAACX - Adviser Managed Trust - Diversified Equity Fund
Hoey Investments, Inc
Nbc Securities, Inc.
Citadel Investment Advisory, Inc.
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
Madison Park Capital Advisors, LLC
HighVista Strategies LLC
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
Conway Capital Management, Inc.
New Millennium Group LLC
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
Legal & General Group Plc
Beacon Investment Advisory Services, Inc.
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
Burke & Herbert Bank & Trust Co
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
TFC Financial Management
Staley Capital Advisers Inc
Cassaday & Co Wealth Management LLC
Putnam Fl Investment Management Co
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
S.E.E.D. Planning Group LLC
Weatherly Asset Management L. P.
Evergreen Private Wealth LLC
North Dallas Bank & Trust Co
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
Brucke Financial, Inc.
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
Kavar Capital Partners Group, Llc
In-Depth Partners, LLC
Peddock Capital Advisors, Llc
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
Paulson Wealth Management Inc.
Warm Springs Advisors Inc.
Oak Family Advisors, Llc
Patriot Financial Group Insurance Agency, LLC
PENN SERIES FUNDS INC - Index 500 Fund
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
Root Financial Partners, LLC
B&l Asset Management Llc
Integrated Capital Management, LLC
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
Joel Isaacson & Co., LLC
Valued Retirements, Inc.
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
Hartford Funds Management Co LLC
Thompson Siegel & Walmsley Llc
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
Avenue 1 Advisors, LLC
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
PACIFIC SELECT FUND - Equity Index Portfolio Class I
AllSquare Wealth Management LLC
Lavaca Capital Llc
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
Alphinity Investment Management Pty Ltd
Chilton Capital Management Llc
Actinver Wealth Management, Inc.
Kimelman & Baird, LLC
Verum Partners LLC
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class
Aletheian Wealth Advisors LLC
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
Twin Tree Management, LP
Concentric Capital Strategies, LP
GM Advisory Group, Inc.
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
Global Retirement Partners, LLC
Acadian Asset Management Llc
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
McIlrath & Eck, LLC
Patrick M Sweeney & Associates, Inc
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
Rede Wealth, LLC
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
Dai-Ichi Life Insurance Company, Ltd
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
Sage Financial Management Group, Inc.
Balyasny Asset Management Llc
Generali Investments CEE, investicni spolecnost, a.s.
Simplex Trading, Llc
Port Capital LLC
Polen Capital Management Llc
Private Capital Management, LLC
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
Keybank National Association/oh
NewEdge Wealth, LLC
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T
My Legacy Advisors, LLC
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
Cordatus Wealth Management LLC
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
Mpwm Advisory Solutions, Llc
Livforsakringsbolaget Skandia, Omsesidigt
Charles Schwab Trust Co
Northstar Asset Management Llc
Advanced Portfolio Management, LLC
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
Quotient Wealth Partners, LLC
TD Capital Management LLC
Holistic Financial Partners
Wellington Shields & Co., LLC
MayTech Global Investments, LLC
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
Nepsis, Inc.
Mountain Pacific Investment Advisers Inc/id
AJ Advisors, LLC
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund
Point72 Asset Management, L.P.
Tidemark, LLC
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
Alley Investment Management Company, LLC
WCG Wealth Advisors LLC
Investment Management Corp of Ontario
Ironwood Investment Counsel, LLC
Financial Advisory Corp /ut/ /adv
Asset Management One Co., Ltd.
Amica Mutual Insurance Co
Oakmont Corp
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
Townsquare Capital Llc
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
Roundview Capital LLC
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
MML SERIES INVESTMENT FUND - MML Global Fund Class I
Elyxium Wealth, LLC
Nuveen, LLC
Profunds - Profund Vp Ultrabull
Richard Bernstein Advisors LLC
Compton Wealth Advisory Group, LLC
Keebeck Wealth Management, LLC
Hemenway Trust Co LLC
Advanced Series Trust - Ast Advanced Strategies Portfolio
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
Kaydan Wealth Management, Inc.
Horan Capital Advisors, LLC.
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
Scholtz & Company, Llc
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
Axq Capital, Lp
Aviso Financial Inc.
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares
Vigilare Wealth Management
Bremer Bank National Association
49 Wealth Management, Llc
Herold Advisors, Inc.
Brady Martz Wealth Solutions, LLC
First Pacific Financial
Provident Trust Co
Agf Management Ltd
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
Zweig-DiMenna Associates LLC
ICONIQ Capital, LLC
Stiles Financial Services Inc
FT Vest Rising Dividend Achievers Total Return Fund
Conning Inc.
Souders Financial Advisors
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
Inkwell Capital Llc
Pacer Advisors, Inc.
Spirit Of America Management Corp/ny
Atlantic Union Bankshares Corp
Allen Investment Management LLC
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund
Snowden Capital Advisors LLC
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
McElhenny Sheffield Capital Management, LLC
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
Tsfg, Llc
Financial Perspectives, Inc
Wealth Effects Llc
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
VanderPol Investments L.L.C.
Jacobi Capital Management LLC
Portland Investment Counsel Inc.
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
B.O.S.S. Retirement Advisors, LLC
Bogart Wealth, LLC
Horizon Kinetics Asset Management Llc
Apeiron RIA LLC
Heritage Wealth Advisors
Harvest Fund Management Co., Ltd
Strive Asset Management, LLC
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
Grantham, Mayo, Van Otterloo & Co. LLC
Winnow Wealth Llc
Bayesian Capital Management, LP
Voya Investment Management Llc
Werba Rubin Papier Wealth Management
Wealth Advisory Solutions, LLC
Atwood & Palmer Inc
Banco de Sabadell, S.A
Baldwin Brothers Inc/ma
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
Asset Dedication, LLC
Entropy Technologies, LP
Hudson Bay Capital Management LP
MGGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Opportunity Portfolio Class I
Summit Wealth & Retirement Planning, Inc.
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
Mitchell Sinkler & Starr/pa
Resona Asset Management Co.,Ltd.
Scott Marsh Financial, LLC
Harbor Advisors LLC
Frederick Financial Consultants, LLC
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF
Intelligence Driven Advisers, LLC
YANKCOM Partnership
Qrg Capital Management, Inc.
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
Generali Asset Management SPA SGR
Delta Asset Management Llc/tn
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
WealthCollab, LLC
Kestra Advisory Services, LLC
Cornerstone Wealth Management, LLC
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
Wolf Group Capital Advisors
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
Vista Investment Partners Llc
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
DekaBank Deutsche Girozentrale
Warwick Investment Management, Inc.
Physicians Financial Services, Inc.
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
Glenview Trust Co
GURU - Global X Funds - Global X Guru Index ETF
MXXVX - Matthew 25 Fund - Matthew 25 Fund
Gts Securities Llc
E&G Advisors, LP
Donaldson Capital Management, Llc
Titleist Asset Management, Llc
Confluence Wealth Services, Inc.
RDA Financial Network
Chicago Wealth Management, Inc.
Westhampton Capital, LLC
Cornell Pochily Investment Advisors, Inc.
Vontobel Holding Ltd.
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
Farallon Capital Management Llc
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
Amalgamated Bank
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A
Trueblood Wealth Management, LLC
NOLCX - Northern Funds - Northern Large Cap Core Fund
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
Revolve Wealth Partners, LLC
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
Swan Global Investments, LLC
Westmount Partners, LLC
Icon Advisers Inc/co
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
International Assets Investment Management, Llc
CAP Partners, LLC
Simmons Bank
Monograph Wealth Advisors, Llc
Roberts Capital Advisors, LLC
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
Secured Retirement Advisors, Llc
Armstrong, Fleming & Moore, Inc
Retirement Guys Formula Llc
ORG Wealth Partners, LLC
Shelton Capital Management
Mitchell & Pahl Private Wealth, Llc
Bahl & Gaynor Inc
DRW Securities, LLC
Bridgeway Capital Management Inc
Cooper/haims Advisors, Llc
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
Susquehanna International Group, Llp
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
Beach Investment Counsel Inc/pa
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
Yarbrough Capital, LLC
Quantinno Capital Management LP
Parr Mcknight Wealth Management Group, Llc
PMV Capital Advisers, LLC
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
Styrax Capital, LP
City National Bank Of Florida /msd
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
Financial Management Network Inc
Bill Few Associates, Inc.
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
Harris Associates L P
LongView Wealth Management
Whelan Financial
Capital World Investors
Waters Parkerson & Co., Llc
Vantage Investment Partners, LLC
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
Syon Capital Llc
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
Cary Street Partners Financial Llc
Umpqua Bank
Montag A & Associates Inc
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
Capital Insight Partners, Llc
First Financial Group Corp
IMPACTfolio, LLC
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
LVW Advisors, LLC
Klingenstein Fields & Co Lp
Strategic Family Wealth Counselors, L.L.C.
Investment Advisory Group, LLC
PDS Planning, Inc
Wedgewood Investors Inc /pa/
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
Sunpointe, LLC
Artemis Investment Management LLP
Pallas Capital Advisors LLC
Correct Capital Wealth Management
Wd Rutherford Llc
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
Tremblant Capital Group
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
New York State Teachers Retirement System
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
Greenwich Wealth Management LLC
Kinneret Advisory, LLC
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
First Interstate Bank
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
Magnus Financial Group LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
Wealthquest Corp
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
Peapack Gladstone Financial Corp
Logan Capital Management Inc
Kera Capital Partners, Inc.
Lockheed Martin Investment Management Co
Journey Advisory Group, LLC
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
MISEX - Midas Series Trust - Midas Magic
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
Davidson Trust Co
Jericho Financial, Llp
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
Independent Advisor Alliance
Gitterman Wealth Management, LLC
OneAscent Family Office, LLC
Liberty Capital Management, Inc.
Texas Capital Bank Wealth Management Services Inc
Main Street Research LLC
Invesco, Llc
Crestmont Private Wealth LLC
Prosperitas Financial LLC
J. Stern & Co. LLP
Ferguson Wellman Capital Management, Inc
Ownership Capital B.V.
Reliant Investment Partners, LLC
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
Envestnet Asset Management Inc
Meridian Investment Counsel Inc.
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
Corundum Group, Inc.
Texas Bank & Trust Co
Cambiar Investors Llc
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
Peak Financial Advisors Llc
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
Pinnacle Financial Partners Inc
Stonebridge Financial Group, LLC
Bath Savings Trust Co
Silvant Capital Management LLC
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
Massachusetts Financial Services Co /ma/
OMC Financial Services LTD
Congress Wealth Management LLC / DE /
Monetta Financial Services Inc
Affinity Capital Advisors, LLC
Gould Asset Management Llc /ca/
Signal Advisors Wealth, LLC
E Fund Management Co., Ltd.
Providence Wealth Advisors, LLC
Fire Capital Management LLC
Gabelli Funds Llc
Sax Wealth Advisors, Llc
Ashton Thomas Private Wealth, LLC
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
Kathmere Capital Management, LLC
Tobias Financial Advisors, Inc.
Other Listings
US:MA 584,16 US$
KZ:MA_KZ
IT:1MA 498,40 €
DE:M4I 495,60 €
MX:MA
PE:MA
CL:MACL
CL:MA
GB:M4ID
AT:MAST
BG:M4I
CH:MA
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