TJX / The TJX Companies, Inc. - Net Long/Short Value

The TJX Companies, Inc.
US ˙ NYSE ˙ US8725401090

TJX / The TJX Companies, Inc. - 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)
Arkadios Wealth Advisors
WP Advisors, LLC
Ifrah Financial Services, Inc.
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
Howard Hughes Medical Institute
Carr Financial Group Corp
F/M Investments LLC
Bank Of America Corp /de/
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
Seed Wealth Management, Inc.
Klein Pavlis & Peasley Financial, Inc.
Sand Hill Global Advisors, LLC
Sompo Japan Nipponkoa Asset Management Co.,ltd.
Trust Point Inc.
Delos Wealth Advisors, LLC
Live Oak Private Wealth LLC
Kessler Investment Group, LLC
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
IMG Wealth Management, Inc.
Global Trust Asset Management, LLC
Vista Investment Management
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
Police & Firemen's Retirement System of New Jersey
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
Soros Capital Management Llc
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
J.w. Cole Advisors, Inc.
Atlantic Edge Private Wealth Management, LLC
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
CHICAGO TRUST Co NA
Franklin Resources Inc
Novem Group
Mizuho Securities Usa Llc
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
Clean Yield Group
Federation des caisses Desjardins du Quebec
Mirabella Financial Services Llp
Beck Bode, LLC
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
BIP Wealth, LLC
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
MAI Capital Management
Tempus Wealth Planning, LLC
Hughes Financial Services, LLC
Achmea Investment Management B.V.
Gifford Fong Associates
Professional Advisory Services Inc
Royal London Asset Management Ltd
Seelaus Asset Management LLC
Octavia Wealth Advisors, LLC
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
Wellspring Financial Advisors, LLC
Cabot Wealth Management Inc
Fullcircle Wealth Llc
Mendota Financial Group, LLC
United Community Bank
Miller Investment Management, LP
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
Umb Bank N A/mo
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
WASHINGTON TRUST Co
Stenger Family Office, LLC
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
Jackson, Grant Investment Advisers, Inc.
Clarus Wealth Advisors
Cooper Financial Group
Advisor OS, LLC
Willow Creek Wealth Management Inc.
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
Rehmann Capital Advisory Group
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
Advisor Group Holdings, Inc.
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
Red Wave Investments LLC
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
Blue Bell Private Wealth Management, Llc
Snowden Capital Advisors LLC
C M Bidwell & Associates Ltd
ORG Partners LLC
Allianz Asset Management GmbH
Paragon Capital Management LLC
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
China Universal Asset Management Co., Ltd.
Tandem Investment Partners LLC
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
Signet Financial Management, Llc
Kempen Capital Management N.v.
Lord, Abbett & Co. Llc
Abc Arbitrage Sa
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
Hills Bank & Trust Co
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
AMJ Financial Wealth Management
McKinley Carter Wealth Services, Inc.
EPG Wealth Management LLC
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
Keyes, Stange & Wooten Wealth Management, LLC
Beacon Pointe Advisors, LLC
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
Blue Capital, Inc.
Creative Capital Management Investments LLC
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
Parsons Capital Management Inc/ri
Healthcare Of Ontario Pension Plan Trust Fund
Farmers National Bank
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
Palumbo Wealth Management LLC
Waterway Wealth Management, LLC
Astoria Portfolio Advisors LLC.
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
Glenmede Investment Management, LP
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
Stratos Wealth Advisors, LLC
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
First National Bank of Mount Dora, Trust Investment Services
American Century Companies Inc
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
Landscape Capital Management, L.l.c.
SkyView Investment Advisors, LLC
James Hambro & Partners
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
Marion Wealth Management
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
Berkshire Asset Management Llc/pa
CX Institutional
Wetzel Investment Advisors, Inc.
Susquehanna Portfolio Strategies, LLC
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
Donaldson Capital Management, Llc
Glenview Trust Co
Traphagen Investment Advisors Llc
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
Scientech Research LLC
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
Evermay Wealth Management Llc
Westmount Partners, LLC
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
WealthCollab, LLC
Clarity Asset Management, Inc.
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
State Street Corp
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
Oxbow Advisors, LLC
Harbour Trust & Investment Management Co
Cary Street Partners Financial Llc
Cassaday & Co Wealth Management LLC
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
Foster Victor Wealth Advisors, LLC
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
Everence Capital Management Inc
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
Raleigh Capital Management Inc.
R Squared Ltd
ICW Investment Advisors LLC
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
Berkeley, Inc
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
Bruce G. Allen Investments, LLC
SSO - PROSHARES TRUST - ProShares Ultra S&P500
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
3Chopt Investment Partners, LLC
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
LGT Fund Management Co Ltd.
Charter Oak Capital Management, LLC
Waldron Private Wealth LLC
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
Blue Chip Partners, Inc.
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
Parvin Asset Management, LLC
FIL Ltd
GLOBALT Investments LLC / GA
CSU Producer Resources, Inc.
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
Belpointe Asset Management LLC
Verdence Capital Advisors LLC
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
Sawyer & Company, Inc
Dividend Asset Capital, Llc
Guyasuta Investment Advisors Inc
Total Investment Management Inc
Silverlake Wealth Management Llc
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
Mystic Asset Management, Inc.
Jackson Square Capital, Llc
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
Woodley Farra Manion Portfolio Management Inc
IWB - iSHARES TRUST - iShares Russell 1000 ETF
Truvestments Capital Llc
Diamond Hill Capital Management Inc
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
Whalerock Point Partners, Llc
Global Retirement Partners, LLC
APG Asset Management N.V.
McMahon Financial Advisors, LLC
Cambridge Financial Group, Inc.
Outlook Wealth Advisors, LLC
Barrett & Company, Inc.
Private Advisory Group LLC
Compass Wealth Management LLC
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
Eagle Bluffs Wealth Management LLC
Diversify Wealth Management, Llc
Clarendon Private LLC
Pacific Global Investment Management Co
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
Mcdonald Partners Llc
Azzad Asset Management Inc /adv
Venturi Wealth Management, LLC
Procyon Private Wealth Partners, LLC
RFG - Bristol Wealth Advisors, LLC
Quent Capital, LLC
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
JustInvest LLC
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
AMG National Trust Bank
Betterment LLC
Goldman Sachs Group Inc
Ausdal Financial Partners, Inc.
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
Cottage Street Advisors LLC
Byrne Financial Freedom, Llc
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
Crescent Grove Advisors, LLC
Foster Group, Inc.
Encompass Wealth Advisors, Llc
Sterling Investment Advisors, Ltd.
Mariner, LLC
44 Wealth Management Llc
Capital Research Global Investors
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
Avantax Planning Partners, Inc.
Cercano Management LLC
Mufg Securities Americas Inc.
Dempze Nancy E
Moneta Group Investment Advisors Llc
Financial Network Wealth Advisors LLC
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
Aprio Wealth Management, LLC
Schechter Investment Advisors, LLC
Romano Brothers And Company
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
Bank Of Hawaii
National Bank Of Canada /fi/
Caliber Wealth Management, LLC / KS
Sonora Investment Management Group, LLC
Heritage Trust Co
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
Brentview Investment Management LLC
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
First National Bank Sioux Falls
Lee Financial Co
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
Westpac Banking Corp
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
Brown Advisory Inc
Lavaca Capital Llc
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
Midwest Trust Co
Icon Wealth Advisors, LLC
Bellwether Advisors, LLC
Field & Main Bank
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
First National Trust Co
Progressive Investment Management Corp
State of New Jersey Common Pension Fund D
Independence Bank of Kentucky
Salomon & Ludwin, LLC
Aquatic Capital Management LLC
New York State Common Retirement Fund
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
Single Point Partners, LLC
Assenagon Asset Management S.A.
Inspire Trust Co, N.a.
Lmcg Investments, Llc
Shellback Capital, LP
California Public Employees Retirement System
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
Ransom Advisory, Ltd
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
Thrive Wealth Management, LLC
Quest Investment Management Llc
Tradewinds Capital Management, LLC
Park Avenue Securities Llc
Janney Montgomery Scott LLC
Badgley Phelps Wealth Managers, LLC
1248 Management, LLC
Cornerstone Advisory, LLC
Chevy Chase Trust Holdings, Inc.
Factory Mutual Insurance Co
Maven Securities LTD
D. E. Shaw & Co., Inc.
Norris Perne & French Llp/mi
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
Vicus Capital
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
Camelot Portfolios, LLC
Crew Capital Management, Ltd.
Bank Of Nova Scotia Trust Co
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
Summit Asset Management, LLC
Full Sail Capital, LLC
May Barnhard Investments LLC
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
Value Star Asset Management (Hong Kong) Ltd
Chemistry Wealth Management LLC
Orrstown Financial Services Inc
Private Client Services, Llc
O'shaughnessy Asset Management, Llc
Csenge Advisory Group
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
BlackRock ESG Capital Allocation Trust
Krs Capital Management, Llc
MML SERIES INVESTMENT FUND - MML Global Fund Class I
Sequoia Financial Advisors, LLC
Burns Matteson Capital Management, LLC
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
Marshall & Sterling Wealth Advisors Inc.
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
Sumitomo Mitsui Trust Holdings, Inc.
Confluence Investment Management Llc
CVA Family Office, LLC
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
Equitable Trust Co
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
McIlrath & Eck, LLC
TD Waterhouse Canada Inc.
Sageworth Trust Co
Mercer Global Advisors Inc /adv
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
Kesler, Norman & Wride, LLC
MONTX - MONETTA TRUST - Monetta Fund
Dynamic Wealth Strategies, LLC
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
Central Bank & Trust Co
Greenleaf Trust
AE Wealth Management LLC
VeraBank, N.A.
West Michigan Advisors, Llc
OV Management LLC
Core Alternative Capital
Naples Global Advisors, Llc
MPS Loria Financial Planners, LLC
Access Investment Management LLC
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
Marcum Wealth, LLC
First Western Trust Bank
Toroso Investments, LLC
Independent Advisor Alliance
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
American Capital Advisory, LLC
Pineridge Advisors LLC
Bank Of Nova Scotia
DnB Asset Management AS
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
Advance Capital Management, Inc.
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
McBroom & Associates, LLC
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
Gilliland Jeter Wealth Management LLC
Park National Corp /oh/
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
Two Sigma Securities, Llc
Pine Haven Investment Counsel, Inc
Roble, Belko & Company, Inc
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Crewe Advisors LLC
Douglass Winthrop Advisors, LLC
Congress Asset Management Co /ma
Cromwell Holdings LLC
Monument Capital Management
SOUTH STATE Corp
Campbell Newman Asset Management Inc
Tandem Wealth Advisors LLC
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
Stevens Capital Management Lp
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
Ignite Planners, LLC
TOWER TRUST & INVESTMENT Co
Virginia Retirement Systems Et Al
Canton Hathaway, LLC
BKD Wealth Advisors, LLC
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
Vivaldi Capital Management, LLC
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
Wells Fargo & Company/mn
Guardian Capital Lp
MCF Advisors LLC
Founders Financial Securities Llc
Taylor Frigon Capital Management LLC
Valmark Advisers, Inc.
StonePine Asset Management Inc.
Old National Bancorp /in/
Regent Peak Wealth Advisors LLC
Durante & Waters, Llc
AdvisorShares Investments LLC
Sutton Place Investors Llc
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
Catalyst Capital Advisors LLC
Whittier Trust Co Of Nevada Inc
D'Orazio & Associates, Inc.
VCULX - VALIC Co I - Growth Fund
Handelsbanken Fonder AB
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
Northstar Asset Management Inc
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
Davis R M Inc
OMERS ADMINISTRATION Corp
Walleye Capital LLC
PENN SERIES FUNDS INC - Index 500 Fund
Journey Strategic Wealth Llc
Hengehold Capital Management Llc
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
Perennial Advisors, LLC
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
1776 Wealth LLC
Main Street Group, LTD
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
Broderick Brian C
BayBridge Capital Group, LLC
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
Park Place Capital Corp
Cookson Peirce & Co Inc
Syverson Strege & Co
Covestor Ltd
Armis Advisers, LLC
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
TFC Financial Management
Magnetar Financial LLC
Manitou Investment Management Ltd.
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
BI Asset Management Fondsmaeglerselskab A/S
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
Ridgewood Investments LLC
Ronald Blue Trust, Inc.
Semmax Financial Advisors Inc.
Garrison Bradford & Associates Inc
ROE - EA Series Trust - Astoria US Quality Kings ETF
Rockland Trust Co
Voya Investment Management Llc
Farmers & Merchants Trust Co of Long Beach
Abn Amro Investment Solutions
Prism Advisors, Inc.
Hunter Associates Investment Management Llc
Peak Financial Management, Inc.
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
Bristlecone Advisors, LLC
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
Henrickson Nauta Wealth Advisors, Inc.
SNS Financial Group, LLC
180 Wealth Advisors, Llc
Elo Mutual Pension Insurance Co
YOKE - EA Series Trust - Yoke Core ETF
Transcend Wealth Collective, Llc
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
Wiley Bros.-aintree Capital, Llc
Citizens & Northern Corp
New Century Financial Group, LLC
Catalyst Financial Partners Llc
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
J. W. Coons Advisors, LLC
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
Excalibur Management Corp
Premier Path Wealth Partners, LLC
VisionPoint Advisory Group, LLC
Walled Lake Planning & Wealth Management, Llc
GAMMA Investing LLC
Welch & Forbes Llc
Sheaff Brock Investment Advisors, LLC
Diversified Enterprises, LLC
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
Cranbrook Wealth Management, LLC
Ascent Wealth Partners, LLC
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
Fiduciary Wealth Partners, LLC
Prospera Financial Services Inc
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
Cypress Advisory Group LLC
Mpwm Advisory Solutions, Llc
Adviser Investments LLC
Magnolia Capital Advisors Llc
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
Insight Inv LLC
Laurion Capital Management LP
Axiom International Investors Llc /de
Prudential Financial Inc
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
Parallax Volatility Advisers, L.P.
Logan Capital Management Inc
Railway Pension Investments Ltd
Daiwa Securities Group Inc.
Boston Partners
CTC Alternative Strategies, Ltd.
Geneva Capital Management Llc
Bolthouse Investments, LLC
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class
Flagship Harbor Advisors, Llc
FT Vest Hedged Equity Income Fund: Series A2
PWS - Pacer Funds Trust - Pacer WealthShield ETF
UniSuper Management Pty Ltd
Y.D. More Investments Ltd
Edgestream Partners, L.P.
Chilton Capital Management Llc
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
Archer Investment Corp
Quotient Wealth Partners, LLC
Baillie Gifford & Co
ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A
Frazier Financial Advisors, LLC
SCS Capital Management LLC
Mark Sheptoff Financial Planning, Llc
First PREMIER Bank
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
Buckhead Capital Management Llc
AustralianSuper Pty Ltd
Ninepoint Partners LP
Evelyn Partners Investment Management Services Ltd
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
Re Advisers Corp
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
Convergence Financial, LLC
Bath Savings Trust Co
Alteri Wealth LLC
Capital Investment Services of America, Inc.
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
Concurrent Investment Advisors, LLC
Hartland & Co., LLC
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
Payden & Rygel
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
Peachtree Investment Partners, LLC
Raiffeisen Bank International AG
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
Wealth Enhancement Advisory Services, Llc
Cypress Asset Management Inc/tx
Bangor Savings Bank
Nan Shan Life Insurance Co., Ltd.
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
CarsonAllaria Wealth Management, Ltd.
Pacific Point Advisors, LLC
MWA Asset Management
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
Profunds - Profund Vp Bull
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
Atria Wealth Solutions, Inc.
Legacy Financial Advisors, Inc.
California State Teachers Retirement System
Drucker Wealth 3.0, LLC
Fifth Third Wealth Advisors LLC
WT Wealth Management
Cantor Fitzgerald Investment Adviser L.p.
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
Patton Albertson Miller Group, Llc
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
Edmond De Rothschild Holding S.a.
1858 Wealth Management, Llc
SRS Capital Advisors, Inc.
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
Fayez Sarofim & Co
Williamson Legacy Group, LLC
Jain Global LLC
Nicholas Hoffman & Company, LLC.
Strategic Blueprint, LLC
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
Brooks, Moore & Associates, Inc.
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
Zacks Investment Management
Brian Low Financial Group, Llc
General American Investors Co Inc
Saxon Interests, Inc.
Brucke Financial, Inc.
Woodstock Corp
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
Alpine Bank Wealth Management
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
Sage Private Wealth Group, Llc
BlueStem Wealth Partners, LLC
East Coast Asset Management, LLC.
Joel Isaacson & Co., LLC
Commerce Bank
Harrell Investment Partners, Llc
Caxton Associates Llp
Teachers Insurance & Annuity Association Of America
Cincinnati Casualty Co
Resurgent Financial Advisors LLC
Narus Financial Partners, LLC
First Command Advisory Services, Inc.
Pnc Financial Services Group, Inc.
Atticus Wealth Management, Llc
Bank Of Montreal /can/
Wealthfront Advisers Llc
Burling Wealth Partners, Llc
Us Bancorp \de\
Tranquility Partners, LLC
MTCGX - M FUND INC - M Large Cap Growth Fund
New Millennium Group LLC
EP Wealth Advisors, Inc.
Mizuho Securities Usa Llc
Childress Capital Advisors, Llc
TigerOak Management, L.L.C.
Atlas Legacy Advisors, LLC
Laraway Financial Inc
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
Townsquare Capital Llc
Orion Portfolio Solutions, LLC
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
VELA Investment Management, LLC
IVC Wealth Advisors LLC
Sittner & Nelson, Llc
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
Toronto Dominion Bank
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
Horizon Financial Services, Llc
Reuter James Wealth Management, Llc
Petredis Investment Advisors Llc
Foster Dykema Cabot & Partners, Llc
Cedar Mountain Advisors, LLC
Renaissance Technologies Llc
Commonwealth Equity Services, Llc
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
United Asset Strategies, Inc.
Heritage Wealth Management, Inc.
Steel Peak Wealth Management LLC
Seven Mile Advisory
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
Global Financial Private Client, LLC
Twin Tree Management, LP
Assetmark, Inc
Mirae Asset Global Investments Co., Ltd.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
Birch Hill Investment Advisors LLC
Harbor Investment Advisory, Llc
Gwn Securities Inc.
Woodmont Investment Counsel Llc
Generation Capital Management LLC
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
Providence Capital Advisors, LLC
Kiker Wealth Management, LLC
Slow Capital, Inc.
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
Coordinated Financial Services, Inc./CO
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
Paradigm Financial Partners, Llc
Legacy Wealth Management, LLC / MS
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
St. Johns Investment Management Company, LLC
Picton Mahoney Asset Management
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
Parr Mcknight Wealth Management Group, Llc
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
St Germain D J Co Inc
Quarry LP
GQETX - GMO TRUST - GMO Quality Fund Class III
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
Waterloo Capital, L.P.
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
Mirova US LLC
Profunds - Profund Vp Large-cap Value
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
Gryphon Financial Partners LLC
Groupe la Francaise
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
Baird Financial Group, Inc.
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
Victory Financial Group, Llc
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
ORG Wealth Partners, LLC
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
Waverton Investment Management Ltd
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
Jpmorgan Chase & Co
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
Johnson Investment Counsel Inc
Texas Permanent School Fund
Benjamin Edwards Inc
Wealthspire Advisors, LLC
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
Mascoma Wealth Management LLC
Concord Asset Management, LLC/VA
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
First Affirmative Financial Network
Kinneret Advisory, LLC
Farmers Trust Co
Halbert Hargrove Global Advisors, Llc
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
Ensign Peak Advisors, Inc
May Hill Capital, LLC
Pioneer Trust Bank N A/or
Empirical Capital Management, LLC
AlphaCore Capital LLC
Cornercap Investment Counsel Inc
Transce3nd, LLC
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
Employees Retirement System of Texas
Tcw Group Inc
Lokken Investment Group LLC
Binnacle Investments Inc
Forte Capital Llc /adv
M. Kraus & Co
Artemis Investment Management LLP
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
Russell Investments Group, Ltd.
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
Two Sigma Investments, Lp
Verus Financial Partners, Inc.
JCIC Asset Management Inc.
Jennison Associates Llc
Heritage Wealth Advisors
Insigneo Advisory Services, Llc
Ambassador Advisors, LLC
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
Wolff Wiese Magana Llc
FNY Investment Advisers, LLC
Lawson Kroeker Investment Management Inc/ne
Brevan Howard Capital Management LP
Nwam Llc
Relyea Zuckerberg Hanson LLC
Capula Management Ltd
Challenger Wealth Management
German American Bancorp, Inc.
Level Four Advisory Services, Llc
Ogorek Anthony Joseph /ny/ /adv
Roffman Miller Associates Inc /pa/
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
Catalina Capital Group, LLC
ULPIX - Profunds - Ultrabull Profund Investor Class
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
Beaumont Financial Advisors, LLC
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
Lowe Brockenbrough & Co Inc
Inceptionr Llc
Cetera Trust Company, N.A
Key FInancial Inc
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
Grimes & Company, Inc.
Bleakley Financial Group, LLC
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
Polymer Capital Management (HK) LTD
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
Advisors Capital Management, LLC
Platform Technology Partners
Peak Asset Management, LLC
Fmr Llc
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
Hartford Investment Management Co
Stone House Investment Management, LLC
Contravisory Investment Management, Inc.
Mosaic Financial Group, Llc
Mitsubishi UFJ Trust & Banking Corp
Geneos Wealth Management Inc.
Bahl & Gaynor Inc
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
Horan Securities, Inc.
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
Rheos Capital Works Inc.
Acropolis Investment Management, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
Man Group plc
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
Schroder Investment Management Group
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
Laurel Wealth Advisors LLC
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
Revolve Wealth Partners, LLC
Rakuten Securities, Inc.
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
HHM Wealth Advisors, LLC
Journey Advisory Group, LLC
Prossimo Advisors, LLC
HB Wealth Management, LLC
Lester Murray Antman dba SimplyRich
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
Gotham Asset Management, LLC
Graypoint LLC
Laffer Investments
Personal Cfo Solutions, Llc
STXG - EA Series Trust - Strive 1000 Growth ETF
Horizon Funds - HORIZON EXPEDITION PLUS ETF
Knuff & Co LLC
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
Dynamic Technology Lab Private Ltd
Signal Advisors Wealth, LLC
Country Club Bank /gfn
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
Forza Wealth Management, LLC
Caldwell Securities, Inc
Spdr S&p 500 Etf Trust
Covenant Asset Management, LLC
Chemung Canal Trust Co
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
Chesapeake Wealth Management
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
Westend Capital Management LLC
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
Crestwood Advisors Group LLC
Morningstar Investment Management LLC
Bokf, Na
Amalgamated Bank
Aware Super Pty Ltd as trustee of Aware Super
Savvy Advisors, Inc.
Great West Life Assurance Co /can/
First National Bank Of Omaha
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
Oversea-Chinese Banking CORP Ltd
Alta Capital Management Llc/
Citizens National Bank Trust Department
Cypress Capital Group
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
Morse Asset Management, Inc
Renaissance Investment Group LLC
Bogart Wealth, LLC
Parkwoods Wealth Partners, LLC
SPC Financial, Inc.
Nebula Research & Development LLC
Ellevest, Inc.
Transamerica Financial Advisors, Inc.
Tandem Investment Advisors, Inc.
IFP Advisors, Inc
Union Bancaire Privee, UBP SA
S&t Bank/pa
Wealth Alliance
Prescott Group Capital Management, L.l.c.
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
Fiduciary Alliance LLC
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
Sapient Capital Llc
Marks Group Wealth Management, Inc
Shoker Investment Counsel, Inc.
Magnus Financial Group LLC
Unigestion Holding SA
CenterBook Partners LP
Austin Private Wealth, LLC
Wolverine Asset Management Llc
Peapack Gladstone Financial Corp
Portfolio Design Labs, LLC
Voya Global Advantage & Premium Opportunity Fund
Caldwell Trust Co
Capstone Investment Advisors, Llc
WNY Asset Management, LLC
Turtle Creek Wealth Advisors, LLC
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
Hsbc Holdings Plc
Twin Capital Management Inc
Royal Bank Of Canada
Van Eck Associates Corp
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
Mission Creek Capital Partners, Inc.
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
Fi3 FINANCIAL ADVISORS, LLC
Goelzer Investment Management, Inc.
SOL Capital Management CO
MGB Wealth Management, LLC
Axecap Investments, LLC
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
Centennial Bank/AR/
Haverford Financial Services, Inc.
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
Jacobi Capital Management LLC
Norinchukin Bank, The
Bridgewater Advisors Inc.
Atlas Brown,Inc.
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
SWAN Capital LLC
Bremer Bank National Association
Verition Fund Management LLC
Bank OZK
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
Eaton Vance Risk-managed Diversified Equity Income Fund
Arrowstreet Capital, Limited Partnership
Fisher Asset Management, LLC
Saturna Capital CORP
Bowman & Co S.C.
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
Atwood & Palmer Inc
Carson Advisory Inc.
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
Redwood Investments, LLC
Longboard Asset Management, LP
Brady Family Wealth, Llc
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
Barnes Dennig Private Wealth Management LLC
Norway Savings Bank
High Note Wealth, LLC
Rossby Financial, LCC
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
First Commonwealth Financial Corp /pa/
Boston Trust Walden Corp
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
Gamco Investors, Inc. Et Al
Sunpointe, LLC
WPG Advisers, LLC
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
Koshinski Asset Management, Inc.
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
Montag A & Associates Inc
West Wealth Group, LLC
S.A. Mason LLC
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
Transform Wealth, LLC
Lebenthal Global Advisors, LLC
Consolidated Planning Corp
Northwestern Mutual Investment Management Company, Llc
Checchi Capital Advisers, LLC
Epoch Investment Partners, Inc.
Lake Street Financial Llc
Howe & Rusling Inc
Cibc World Markets Corp
New Republic Capital, LLC
Ubs Asset Management Americas Inc
Investment Management Corp of Ontario
Tacita Capital Inc
Y-Intercept (Hong Kong) Ltd
Wedbush Securities Inc
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
Pinnacle Financial Partners Inc
Courier Capital Llc
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
Canada Pension Plan Investment Board
Headinvest, Llc
Security National Bank
Capital Analysts, Inc.
Sumitomo Life Insurance Co
Bennett Selby Investments Lp
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
BLB&B Advisors, LLC
Vestmark Advisory Solutions, Inc.
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
Eukles Asset Management
Td Private Client Wealth Llc
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
Puzo Michael J
Baxter Bros Inc
State of Tennessee, Treasury Department
TLW Wealth Management, LLC
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
First Financial Corp /in/
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
Advantage Advisers Xanthus Fund, L.l.c.
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
Hibernia Wealth Partners, LLC
Millstone Evans Group, LLC
Td Asset Management Inc
Colonial Trust Co / SC
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
Coastline Trust Co
Bank of Jackson Hole Trust
Swiss National Bank
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
Investment House Llc
Town & Country Bank & Trust CO dba First Bankers Trust CO
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
Generali Asset Management SPA SGR
Global Assets Advisory, LLC
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
Charles Schwab Investment Management Inc
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
Ferguson Wellman Capital Management, Inc
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
Stiles Financial Services Inc
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
Asset Advisors Investment Management, LLC
Mainstream Capital Management LLC
BSW Wealth Partners
London & Capital Asset Management Ltd
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
Cincinnati Indemnity Co
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
Leavell Investment Management, Inc.
AMCPX - AMCAP FUND - AMCAP FUND Class A
Candriam Luxembourg S.C.A.
Natural Investments, Llc
Los Angeles Capital Management Llc
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
Harbour Investments, Inc.
Mjp Associates Inc /adv
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
Mach-1 Financial Group, Inc.
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
Friedenthal Financial
Brown Brothers Harriman & Co
Forsta Ap-fonden
Natixis
Penobscot Investment Management Company, Inc.
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
Means Investment Co., Inc.
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
TFB Advisors LLC
Fielder Capital Group LLC
Nisa Investment Advisors, Llc
Old Point Trust & Financial Services N A
Silphium Asset Management Ltd
Hurley Capital, LLC
Vise Technologies, Inc.
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
Hall Capital Management Co Inc
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
Hantz Financial Services, Inc.
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
Good Steward Wealth Advisors,LLC
Lansforsakringar Fondforvaltning AB (publ)
Amica Retiree Medical Trust
Dunhill Financial, LLC
Burney Co/
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
Mml Investors Services, Llc
Axa S.a.
Bluesphere Advisors, LLC
Game Plan Financial Advisors, LLC
VELA Funds - VELA Large Cap 130/30 Fund Class I
AlphaStar Capital Management, LLC
Alexis Investment Partners, LLC
Thompson Siegel & Walmsley Llc
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
Moody National Bank Trust Division
Westside Investment Management, Inc.
Peoples Financial Services Corp.
Dimensional Fund Advisors Lp
Nuveen, LLC
Farringdon Capital, Ltd.
St. Louis Trust Co
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
Godshalk Welsh Capital Management, Inc.
Avion Wealth
Allianzgi Diversified Income & Convertible Fund
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
Barlow Wealth Partners, Inc.
Baltimore-Washington Financial Advisors, Inc.
Eaton Vance Tax-managed Diversified Equity Income Fund
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
Curio Wealth, Llc
Linscomb & Williams, Inc.
Cacti Asset Management Llc
Sather Financial Group Inc
Concord Wealth Partners
Centaurus Financial, Inc.
Alpine Global Dynamic Dividend Fund
Financiere des Professionnels - Fonds d,investissement inc.
Asset Allocation & Management Company, LLC
CIBC World Markets Inc.
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
Weybosset Research & Management Llc
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
Argent Trust Co
Harwood Advisory Group, LLC
Hamilton Capital, LLC
Clark Capital Management Group, Inc.
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
Horan Capital Advisors, LLC.
Lazard Asset Management Llc
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
HighPoint Advisor Group LLC
Armstrong Henry H Associates Inc
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
Cornerstone Advisors, LLC
Compass Capital Corp /ma/ /adv
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
AdvisorNet Financial, Inc
Alkeon Capital Management Llc
Lynch & Associates/in
Windward Capital Management Co /ca
New York Life Investment Management Llc
Tidemark, LLC
Dagco, Inc.
Louisiana State Employees Retirement System
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
NWF Advisory Services Inc.
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
PFG Investments, LLC
Callan Family Office, LLC
ABN AMRO Bank N.V.
Schwartz Investment Counsel Inc
Provenance Wealth Advisors, LLC
Winch Advisory Services, LLC
Mutual Advisors, LLC
North Star Investment Management Corp.
Tower Wealth Partners, Inc.
Haverford Trust Co
Masso Torrence Wealth Management Inc.
PFS Partners, LLC
Toth Financial Advisory Corp
Glen Eagle Advisors, LLC
Capital International Sarl
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
Dogwood Wealth Management LLC
Swedbank AB
Grove Bank & Trust
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
Stillwater Wealth Management Group
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
PFG Advisors
Fiduciary Family Office, Llc
Operose Advisors LLC
PineBridge Investments, L.P.
Palisade Asset Management, LLC
Manchester Financial Inc
Curbstone Financial Management Corp
Lombard Odier Asset Management (Switzerland) SA
Bdf-gestion
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
SBI Securities Co., Ltd.
Ontario Teachers Pension Plan Board
Bridges Investment Management Inc
Legacy Private Trust Co.
Bare Financial Services, Inc
Nomura Asset Management Co Ltd
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
Forbes J M & Co Llp
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
Nemes Rush Group LLC
Susquehanna Fundamental Investments, Llc
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
FT Vest Total Return Income Fund: Series A3
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
Signaturefd, Llc
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
Banco de Sabadell, S.A
Bedel Financial Consulting, Inc.
CBOE Vest Financial, LLC
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
Smart Money Group LLC
X-Square Capital, LLC
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
Capricorn Fund Managers Ltd
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
Radnor Capital Management, LLC
HFM Investment Advisors, LLC
BankPlus Trust Department
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
Cohen & Steers, Inc.
Clear Investment Research, Llc
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
Arlington Trust Co LLC
SummitTX Capital, L.P.
Verum Partners LLC
Howard Capital Management Inc.
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
Squarepoint Ops LLC
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
Barr E S & Co
Oppenheimer & Co Inc
Anchor Investment Management, LLC
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
Opal Wealth Advisors, LLC
IWV - iSHARES TRUST - iShares Russell 3000 ETF
Robbins Farley Llc
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
Federated Hermes, Inc.
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity
Aureus Asset Management, LLC
Midwest Capital Advisors, LLC
KC Investment Advisors, LLC
Optas, LLC
Wealthquest Corp
Center for Financial Planning, Inc.
Glass Jacobson Investment Advisors llc
First Financial Bank - Trust Division
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
Prudential Plc
Mather Group, Llc.
Acap Strategic Fund
Horizon Bancorp Inc /in/
Proffitt & Goodson Inc
Clearbridge Investments, LLC
Klingenstein Fields & Co Lp
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
Bragg Financial Advisors, Inc
Bright Rock Capital Management, Llc
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
Wedge Capital Management L L P/nc
Kennebec Savings Bank
Garde Capital, Inc.
Capital Insight Partners, Llc
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
Portside Wealth Group, LLC
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
Deltec Asset Management Llc
State Of Wisconsin Investment Board
Advisory Research Inc
Gold Investment Management Ltd.
Grantham, Mayo, Van Otterloo & Co. LLC
First American Bank
American Trust
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
Natixis ETF Trust - Natixis Gateway Quality Income ETF
Tsfg, Llc
Northeast Investment Management
Parallel Advisors, LLC
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
Grayhawk Investment Strategies Inc.
Rathbone Brothers plc
DAVENPORT & Co LLC
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
Smithbridge Asset Management Inc/de
Smith, Salley & Associates
Gleason Group, Inc.
Larson Financial Group LLC
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
Mitsubishi UFJ Asset Management (UK) Ltd.
Prosperity Consulting Group, LLC
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
Caisse De Depot Et Placement Du Quebec
Argus Investors' Counsel, Inc.
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
RKL Wealth Management LLC
Valley National Advisers Inc
Holderness Investments Co
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
Stonebridge Capital Advisors LLC
Brookwood Investment Group LLC
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
Eaton Vance Tax-managed Global Diversified Equity Income Fund
Kera Capital Partners, Inc.
Victory Capital Management Inc
Bernard Wealth Management Corp.
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
Vinva Investment Management Ltd
KBC Group NV
SOA Wealth Advisors, LLC.
ESL Trust Services, LLC
Whittier Trust Co
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
FUKOKU MUTUAL LIFE INSURANCE Co
Nova Wealth Management, Inc.
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
Hollencrest Capital Management
Ing Groep Nv
First City Capital Management, Inc.
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
Continuum Advisory, LLC
Riverwater Partners LLC
Harel Insurance Investments & Financial Services Ltd.
Prestige Wealth Management Group LLC
TriaGen Wealth Management LLC
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
Athena Investment Management
Bank of New York Mellon Corp
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
Phoenix Holdings Ltd.
Cardiff Park Advisors, Llc
Great Diamond Partners, LLC
Northwest Capital Management Inc
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
Klp Kapitalforvaltning As
Rsm Us Wealth Management Llc
Aua Capital Management, Llc
Atlantic Trust, LLC
Pines Wealth Management, LLC
Nearwater Capital Markets, Ltd
Alpha Cubed Investments, LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
VMAX - Lattice Strategies Trust - Hartford US Value ETF
Institutional Investment Strategy Fund
MASTERINVEST Kapitalanlage GmbH
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
MONECO Advisors, LLC
Nuveen Nasdaq 100 Dynamic Overwrite Fund
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
Delta Accumulation, LLC
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
Comerica Bank
Fiduciary Group LLC
Ashton Thomas Private Wealth, LLC
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
Baskin Financial Services Inc.
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
Empower Advisory Group, LLC
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A
First Community Trust Na
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
Builder Investment Group Inc /adv
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
Simmons Bank
Manufacturers Life Insurance Company, The
Groupama Asset Managment
EBI - RBB Fund Trust - Longview Advantage ETF
Fishman Jay A Ltd/mi
Linden Thomas Advisory Services, LLC
STRV - EA Series Trust - Strive 500 ETF
BlackRock, Inc.
Jfs Wealth Advisors, Llc
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
Cambridge Investment Research Advisors, Inc.
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
Arkfeld Wealth Strategies, L.L.C.
Colony Group, LLC
Legacy Capital Wealth Partners, LLC
Jaffetilchin Investment Partners, LLC
Diamant Asset Management, Inc.
We Are One Seven, LLC
Banco Bilbao Vizcaya Argentaria, S.a.
Sachetta, LLC
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
McGlone Suttner Wealth Management, Inc.
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
Capital Investment Advisors, LLC
Cheviot Value Management, LLC
Bailard, Inc.
TCI Wealth Advisors, Inc.
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
Sei Investments Co
AIA Group Ltd
Longview Partners (Guernsey) LTD
Balentine LLC
Intrinsic Value Partners, LLC
Cascades Capital Asset Management, LLC
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
Integrity Alliance, Llc.
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
Oak Harbor Wealth Partners, Llc
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
Cambiar Investors Llc
Williams Jones Wealth Management, LLC.
Mirabaud Asset Management Ltd
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
Qrg Capital Management, Inc.
Rosenberg Matthew Hamilton
Williams & Novak, LLC
Flaharty Asset Management, LLC
American National Bank
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
Huntington National Bank
Katamaran Capital LLP
Quadcap Wealth Management, LLC
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
Principal Financial Group Inc
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
TFR Capital, LLC.
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
Zevin Asset Management Llc
CBIZ Investment Advisory Services, LLC
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
Lindbrook Capital, Llc
Regions Financial Corp
Ameriflex Group, Inc.
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
Point72 Asset Management, L.P.
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
PayPay Securities Corp
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
111 Capital
Intrust Bank Na
Rock Point Advisors, LLC
Stony Point Capital LLC
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
Breakwater Investment Management
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
Marietta Investment Partners Llc
Cypress Wealth Services, LLC
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
Banco Santander, S.A.
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
EntryPoint Capital, LLC
Peak6 Llc
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
Coordinated Financial Services, Inc.
Rothschild Capital Partners, LLC
Midland Wealth Advisors Llc
Meridian Wealth Advisors, LLC
Legacy Wealth Asset Management, LLC
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
AMF Pensionsforsakring AB
Roundview Capital LLC
Nicola Wealth Management Ltd.
Delta Asset Management Llc/tn
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
Chicago Capital, LLC
Farmers & Merchants Investments Inc
Border to Coast Pensions Partnership Ltd
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
Credential Qtrade Securities Inc.
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
Nicolet Advisory Services, Llc
Winton Capital Group Ltd
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
Oak Ridge Investments Llc
Resources Investment Advisors, LLC.
Cullen Investment Group, Ltd.
Wealthcare Advisory Partners LLC
Raab & Moskowitz Asset Management LLC
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
Sigma Investment Counselors Inc
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
Centerpoint Advisors, LLC
Trust Co Of Toledo Na /oh/
Eaton Vance Enhanced Equity Income Fund Ii
EverSource Wealth Advisors, LLC
Wealthedge Investment Advisors, Llc
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T
Berger Financial Group, Inc
Kerusso Capital Management LLC
Meiji Yasuda Life Insurance Co
Diversified Trust Co
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
Wsfs Capital Management, Llc
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
Boothbay Fund Management, Llc
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
Sivia Capital Partners, LLC
Spectrum Wealth Counsel, LLC
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
Buckingham Strategic Partners
Sky-mountain Capital Management, Inc.
Connors Funds - Connors Hedged Equity Fund Institutional Class
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
Teacher Retirement System Of Texas
Arjuna Capital
Essex Financial Services, Inc.
Standard Life Aberdeen plc
Choate Investment Advisors
Woodline Partners LP
Tower Research Capital LLC (TRC)
Covenant Partners, LLC
Vident Advisory, LLC
Warren Averett Asset Management, LLC
Navalign, LLC
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
Stephens Investment Management Group LLC
Hutchens & Kramer Investment Management Group, LLC
Motive Wealth Advisors
Sage Mountain Advisors LLC
Westwood Holdings Group Inc
Mutual Of America Capital Management Llc
WestEnd Advisors, LLC
United Bank
Alta Advisers Ltd
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
Northeast Financial Consultants Inc
Ycg, Llc
Washington Trust Bank
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class
Signature Estate & Investment Advisors Llc
Kayne Anderson Rudnick Investment Management Llc
Allianzgi Equity & Convertible Income Fund
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
Altshuler Shaham Ltd
Vista Investment Partners Llc
Marino, Stram & Associates Llc
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
Suncoast Equity Management
BancorpSouth Bank
Aviso Financial Inc.
Cincinnati Insurance Co
Kingsview Wealth Management, LLC
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
NorthRock Partners, LLC
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
Sterling Capital Management LLC
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
RMR Wealth Builders
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
Sandy Spring Bank
FT Vest Total Return Income Fund: Series A4
Palacios Wealth Management, LLC
Retirement Systems of Alabama
Proficio Capital Partners LLC
TKG Advisors, LLC
Enterprise Bank & Trust Co
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
Fiera Capital Corp
Heritage Financial Services, LLC
Rossmore Private Capital
AllSquare Wealth Management LLC
Pallas Capital Advisors LLC
Allworth Financial LP
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
Missouri Trust & Investment Co
Rialto Wealth Management, LLC
FT Vest Total Return Income Fund: Series A2
Utah Retirement Systems
Sandler Capital Management
Napean Trading & Investment Co (Singapore) PTE Ltd
Cynosure Management, Llc
Lockerman Financial Group, Inc.
Atlantic Private Wealth, LLC
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
Modera Wealth Management, LLC
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
Synovus Financial Corp
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
Hennion & Walsh Asset Management, Inc.
Ritholtz Wealth Management
Intrepid Capital Management Inc
Citigroup Inc
Madison Asset Management, LLC
Founders Financial Alliance, LLC
Gen-Wealth Partners Inc
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
Kestra Private Wealth Services, Llc
Castleview Partners, Llc
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
Ameritas Advisory Services, LLC
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
Banque Cantonale Vaudoise
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
IMC-Chicago, LLC
Keybank National Association/oh
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
Cresset Asset Management, LLC
OmniStar Financial Group, Inc.
Df Dent & Co Inc
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
Financial Engines Advisors L.L.C.
Retirement Guys Formula Llc
Capital International Inc /ca/
Sherman Asset Management, Inc.
Sherbrooke Park Advisers Llc
Allred Capital Management, LLC
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
Parkworth Wealth Management, Inc.
Accredited Investors Inc.
Burns J W & Co Inc/ny
Baron Wealth Management LLC
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
Goodman Advisory Group, LLC
Accurate Wealth Management, LLC
Blossom Wealth Management
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
Luminist Capital LLC
HOVLX - HOMESTEAD FUNDS INC - Value Fund
Pictet & Cie (Europe) SA
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
Running Oak Capital LLC
Hancock Whitney Corp
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
Confluence Wealth Services, Inc.
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A
Fortis Capital Advisors, LLC
Murphy & Mullick Capital Management Corp
Gardner Lewis Asset Management L P
Public Sector Pension Investment Board
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
Westerkirk Capital Inc.
Onefund, Llc
Smith Group Asset Management, LLC
Rainier Family Wealth Inc
Longbow Finance SA
Trust Co Of Virginia /va
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
Aspiriant, Llc
Nova R Wealth, Inc.
Formidable Asset Management, LLC
Retirement Wealth Solutions LLC
Apella Capital, LLC
Estabrook Capital Management
Public Employees Retirement Association Of Colorado
Fairvoy Private Wealth, LLC
Promethium Advisors,llc
Richard W. Paul & Associates, LLC
Parkside Financial Bank & Trust
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
Carlton Hofferkamp & Jenks Wealth Management, LLC
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
Blume Capital Management, Inc.
Osprey Private Wealth LLC
Beutel, Goodman & Co Ltd.
YHB Investment Advisors, Inc.
Costello Asset Management, INC
MBM Wealth Consultants, LLC
Stock Yards Bank & Trust Co
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
Balyasny Asset Management Llc
Pin Oak Investment Advisors Inc
Nbt Bank N A /ny
Trillium Asset Management, Llc
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
Teamwork Financial Advisors, LLC
USA Financial Portformulas Corp
Westfield Capital Management Co Lp
Eagle Strategies LLC
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
Bnp Paribas Arbitrage, Sa
Quadrant Capital Group Llc
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
Arbor Trust Wealth Advisors, Llc
Minichmacgregor Wealth Management, Llc
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
Nicollet Investment Management, Inc.
Group One Trading, L.p.
Raub Brock Capital Management LP
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
Baldwin Investment Management, LLC
Clear Creek Financial Management, LLC
Insight Wealth Strategies, LLC
Pine Harbor Wealth Management, LLC
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
Forum Financial Management, LP
Calamos Advisors LLC
Allen Mooney & Barnes Investment Advisors LLC
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
Canada Post Corp Registered Pension Plan
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
LGT Group Foundation
Constitution Capital LLC
Connecticut Wealth Management, LLC
Prelude Capital Management, Llc
Francis Financial, Inc.
Wealth Management Associates, Inc.
Cerity Partners LLC
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
Capital City Trust Co/fl
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
Princeton Global Asset Management LLC
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
Alpine Woods Capital Investors, Llc
Pittenger & Anderson Inc
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
Kelly Lawrence W & Associates Inc/ca
Retirement Planning Co of New England, Inc.
Accretive Wealth Partners, LLC
Jarislowsky, Fraser Ltd
Concorde Financial Corp
FT Vest Hedged Equity Income Fund: Series A4
Quantum Financial Advisors, LLC
Court Place Advisors, LLC
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
True Wealth Design, LLC
Versant Capital Management, Inc
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
Robeco Institutional Asset Management B.V.
Nissay Asset Management Corp /japan/ /adv
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
Roman Butler Fullerton & Co
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
Voloridge Investment Management, Llc
Knightsbridge Asset Management, Llc
Creative Planning
Profunds - Profund Vp Large-cap Growth
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
Salem Investment Counselors Inc
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
Aspect Partners, LLC
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
Mill Capital Management, LLC
GPS Wealth Strategies Group, LLC
Inscription Capital, LLC
Hemenway Trust Co LLC
Putnam Fl Investment Management Co
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
Cohen Klingenstein LLC
Montecito Bank & Trust
BRYN MAWR TRUST Co
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
Eisler Capital Management Ltd.
Flagship Wealth Advisors, Llc
Tredje AP-fonden
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
Wealth Dimensions Group, Ltd.
One Capital Management, LLC
Crossmark Global Holdings, Inc.
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
Parcion Private Wealth LLC
Treasurer of the State of North Carolina
Meiji Yasuda Asset Management Co Ltd.
Connor, Clark & Lunn Investment Management Ltd.
Capital Wealth Planning, LLC
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
High Net Worth Advisory Group LLC
CIBC Asset Management Inc
Vista Investment Partners Ii, Llc
Condor Capital Management
Creekmur Asset Management LLC
Figure 8 Investment Strategies Llc
Nelson Capital Management, LLC
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
Wallace Advisory Group, LLC
LGPIX - Profunds - Large-cap Growth Profund Investor Class
Main Street Financial Solutions, LLC
Fairscale Capital, LLC
Newman Dignan & Sheerar, Inc.
Asio Capital, LLC
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
Little House Capital Llc
Advisory Alpha, LLC
1620 Investment Advisors, Inc.
XTX Topco Ltd
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
Evergreen Private Wealth LLC
Spinnaker Trust
Skandinaviska Enskilda Banken AB (publ)
Securian Asset Management, Inc
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
Iron Horse Wealth Management, LLC
Blue Investment Partners LLC
Activest Wealth Management
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
Kestra Advisory Services, LLC
Accent Capital Management, LLC
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF
Richardson Financial Services Inc.
Insight Advisors, LLC/ PA
Principle Wealth Partners Llc
Legacy Investment Solutions, LLC
Arrow Financial Corp
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
Smithfield Trust Co
Commons Capital, Llc
Mission Wealth Management, Lp
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
McAdam, LLC
Eaton Vance Enhanced Equity Income Fund
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
Kimelman & Baird, LLC
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
Nomura Holdings Inc
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
Pinnacle Bancorp, Inc.
Meyer Handelman Co
Nvest Financial, LLC
Earnest Partners Llc
Hilltop Holdings Inc.
Miracle Mile Advisors, LLC
Mechanics Bank Trust Department
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
Trinity Legacy Partners, LLC
Atlantic Union Bankshares Corp
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
Stonehage Fleming Financial Services Holdings Ltd
Guggenheim Strategic Opportunities Fund
Strong Tower Advisory Services
RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares
Eaton Vance Tax Advantaged Global Dividend Income Fund
South Street Advisors LLC
Hyperion Capital Advisors LP
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
Hohimer Wealth Management, Llc
Cooper/haims Advisors, Llc
Summit Financial, LLC
Susquehanna International Group, Llp
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
Chancellor Financial Group WB LP
Tounjian Advisory Partners, Llc
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
Intrua Financial, LLC
Rise Advisors, LLC
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
1 North Wealth Services Llc
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
Central Pacific Bank - Trust Division
Avestar Capital, LLC
Evolution Wealth Management Inc.
HORAN Wealth, LLC
Fire Capital Management LLC
Pinnacle Wealth Planning Services, Inc.
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
Front Row Advisors LLC
CHB Investment Group, LLC
Mbb Public Markets I Llc
Northern Trust Corp
Beaird Harris Wealth Management, LLC
South Dakota Investment Council
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
Cumberland Partners Ltd
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
Channing Global Advisors, Llc
Cove Private Wealth, LLC
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
Manchester Capital Management LLC
DiNuzzo Private Wealth, Inc.
Braun-Bostich & Associates Inc.
NDVR, Inc.
Elser Financial Planning, Inc
Lee Danner & Bass Inc
Northwest & Ethical Investments L.P.
Bfsg, Llc
Quest 10 Wealth Builders, Inc.
Chesley Taft & Associates LLC
Beacon Investment Advisory Services, Inc.
Mowery & Schoenfeld Wealth Management, LLC
Fort Washington Investment Advisors Inc /oh/
Beese Fulmer Investment Management, Inc.
CWA Asset Management Group, LLC
Venture Visionary Partners LLC
Fourth Dimension Wealth, LLC
Commonwealth Retirement Investments LLC
Gladstone Institutional Advisory LLC
Impact Capital Partners LLC
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
Plante Moran Financial Advisors, LLC
Ledyard National Bank
NEOS Investment Management LLC
Profunds - Profund Vp Ultrabull
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
Tyler-Stone Wealth Management
Moody Lynn & Lieberson, Llc
D.a. Davidson & Co.
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
Dynamic Advisor Solutions LLC
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
Community Bank, N.A.
BOK Financial Private Wealth, Inc.
Patten & Patten Inc/tn
Peddock Capital Advisors, Llc
Modern Wealth Management, LLC
Smartleaf Asset Management LLC
Delta Financial Advisors Llc
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
CMH Wealth Management LLC
E Fund Management Co., Ltd.
Cigna Investments Inc /new
Antonelli Financial Advisors, LLC
B&l Asset Management Llc
Soundwatch Capital LLC
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
Hamilton Point Investment Advisors, LLC
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
First Horizon Advisors, Inc.
Cyndeo Wealth Partners, LLC
NewSquare Capital LLC
Boston Family Office Llc
Spears Abacus Advisors LLC
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
One Wealth Advisors, LLC
Yousif Capital Management, Llc
Acadian Asset Management Llc
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
Castleark Management Llc
Nuveen Multi-Asset Income Fund
Clifford Swan Investment Counsel Llc
Norden Group Llc
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
Crews Bank & Trust
Foster & Motley Inc
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
Rakuten Investment Management, Inc.
Sowell Financial Services LLC
Essex Savings Bank
Rational Advisors Llc
Cornerstone Strategic Value Fund Inc
Intellectus Partners, LLC
Oakworth Capital, Inc.
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
Night Squared LP
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
Argentarii, LLC
Legal & General Group Plc
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
Indiana Trust & Investment Management CO
Farmers & Merchants Trust Co of Chambersburg PA
YANKCOM Partnership
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
SILVER OAK SECURITIES, Inc
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
Kozak & Associates, Inc.
Keel Point, LLC
RFG Advisory, LLC
Florida Financial Advisors, Llc
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
Eastern Bank
Stoneridge Investment Partners Llc
Arizona State Retirement System
Arcadia Investment Management Corp/mi
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
Capitolis Liquid Global Markets LLC
Novare Capital Management Llc
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
Ballentine Partners, LLC
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
Barings Llc
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
Eqis Capital Management, Inc.
Perigon Wealth Management, LLC
Hendley & Co Inc
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
Nicholas Investment Partners, LP
Sovran Advisors, LLC
HBK Sorce Advisory LLC
First American Trust, Fsb
AlTi Global, Inc.
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
Appleton Partners Inc/ma
Wolverine Trading, Llc
Harvest Fund Management Co., Ltd
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
George Kaiser Family Foundation
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
Pitcairn Co
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
Credit Agricole S A
CAPROCK Group, Inc.
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
Captrust Financial Advisors
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
Dakota Wealth Management
Sit Investment Associates Inc
Avalon Trust Co
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
New Age Alpha Advisors, LLC
Brighton Jones Llc
Advisory Services Network, LLC
Emerald Mutual Fund Advisers Trust
BankPlus Wealth Management LLC
Alberta Investment Management Corp
Hopwood Financial Services, Inc.
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
Sterling Investment Counsel, LLC
M&t Bank Corp
Canvas Wealth Advisors, LLC
Lecap Asset Management Ltd
Becker Capital Management Inc
Citadel Advisors Llc
Bretton Capital Management, LLC
Zhang Financial LLC
Glenmede Trust Co Na
Griffin Asset Management, Inc.
Delta Financial Group, Inc.
Conning Inc.
Korea Investment CORP
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
Green Harvest Asset Management LLC
Comprehensive Financial Consultants Institutional, Inc.
MRFOX - Ultimus Managers Trust - Marshfield Concentrated Opportunity Fund
Strategic Investment Advisors / MI
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
Calamos Wealth Management LLC
S&co Inc
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
Nicolet Bankshares Inc
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
Heartland Bank & Trust Co
Highline Wealth Partners Llc
Schear Investment Advisers, LLC
Private Harbour Investment Management & Counsel, LLC
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
Advisors Asset Management, Inc.
Brinker Capital Investments, LLC
GWM Advisors LLC
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
Colonial Trust Advisors
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
GoalVest Advisory LLC
Keener Financial Planning LLC
Hilton Capital Management, LLC
Tiaa Trust, National Association
Hm Payson & Co
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
Baker Avenue Asset Management, LP
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
Impact Asset Management GmbH
Zrc Wealth Management, Llc
Qube Research & Technologies Ltd
Riverbridge Partners Llc
Clear Street Markets Llc
Beech Hill Advisors, Inc.
Beverly Hills Private Wealth, LLC
Quantbot Technologies LP
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
BLPIX - Profunds - Bull Profund Investor Class
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
Vantage Financial Partners, LLC
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
Quantinno Capital Management LP
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
Meridian Wealth Management, LLC
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
Bradley Foster & Sargent Inc/ct
Fort Point Capital Partners LLC
Archford Capital Strategies, LLC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
Pinpoint Asset Management (Singapore) Pte. Ltd.
Money Concepts Capital Corp
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
Franklin Street Advisors Inc /nc
Asset Dedication, LLC
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
Czech National Bank
Jacobsen Capital Management
Centric Wealth Management
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
Public Employees Retirement System Of Ohio
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
Princeton Capital Management Llc
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
ExodusPoint Capital Management, LP
FT Vest Total Return Income Fund: Series B1
Agp Franklin, Llc
LOM Asset Management Ltd
Signature Wealth Management Group
Aspire Private Capital, LLC
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
Traveka Wealth, LLC
Berry Wealth Group, LP
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
Nordea Investment Management Ab
Alecta Pensionsforsakring, Omsesidigt
Breakwater Capital Group
Shulman DeMeo Asset Management LLC
Boltwood Capital Management
Savant Capital, LLC
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
Smith, Moore & Co.
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
Mechanics Financial Corp
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
Neo Ivy Capital Management
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Hazlett, Burt & Watson, Inc.
Sabal Trust CO
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
URTH - iShares, Inc. - iShares MSCI World ETF
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
Provident Trust Co
Arthur M. Cohen & Associates, Llc
Strategic Advisors LLC
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
BTC Capital Management, Inc.
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
Marathon Asset Mgmt Ltd
Skopos Labs, Inc.
Virtus Investment Advisers, Inc.
World Equity Group, Inc.
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
Cwm, Llc
Wealthstream Advisors, Inc.
Longview Financial Advisors LLC
Minot DeBlois Advisors LLC
TCG Advisory Services, LLC
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
Global Wealth Management Investment Advisory, Inc.
Umpqua Bank
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
Stock Portfolio - Stock Portfolio
Kentucky Retirement Systems Insurance Trust Fund
Argonautica Private Wealth Management, Inc
Monetta Financial Services Inc
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
KADENSA CAPITAL Ltd
Invesco, Llc
ENDW - EA Series Trust - Cambria Endowment Style ETF
LVPIX - Profunds - Large-cap Value Profund Investor Class
Portland Global Advisors LLC
Lvm Capital Management Ltd/mi
Advanced Series Trust - Ast Advanced Strategies Portfolio
Institute for Wealth Management, LLC.
Steadfast Capital Management Lp
LVW Advisors, LLC
NOSIX - Northern Funds - Northern Stock Index Fund
River Wealth Advisors LLC
Maryland State Retirement & Pension System
Klingman & Associates, LLC
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
PACIFIC SELECT FUND - Equity Index Portfolio Class I
Rockefeller Capital Management L.P.
Equitable Holdings, Inc.
LRI Investments, LLC
Moloney Securities Asset Management, LLC
Decker Retirement Planning Inc.
Staley Capital Advisers Inc
MTM Investment Management, LLC
Stableford Capital Ii Llc
Pictet North America Advisors SA
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
Nikulski Financial, Inc.
OneAscent Financial Services LLC
SG Americas Securities, LLC
Trust Co Of Vermont
Schneider Downs Wealth Management Advisors, LP
CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
Azimuth Capital Investment Management LLC
Facet Wealth, Inc.
Gables Capital Management Inc.
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
Css Llc/il
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
Signature Resources Capital Management, LLC
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
Nichols & Pratt Advisers Llp /ma
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
Harrington Investments, INC
Pingora Partners LLC
Busey Wealth Management
Moran Wealth Management, LLC
Banque Pictet & Cie Sa
BFOR - ALPS ETF Trust - Barron's 400 ETF
Bay Harbor Wealth Management, LLC
Baker Ellis Asset Management LLC
Zions Bancorporation, National Association /ut/
Mesirow Financial Investment Management, Inc.
Wright Investors Service Inc
Pensionmark Financial Group, Llc
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
United Bank
Copeland Capital Management, LLC
Evelyn Partners Investment Management LLP
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
Redwood Park Advisors LLC
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
Private Wealth Asset Management, LLC
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
Financial Management Professionals, Inc.
Oregon Public Employees Retirement Fund
Dorsey & Whitney Trust CO LLC
Philadelphia Trust Co
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
Hemington Wealth Management
Ancora Advisors, LLC
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
Amica Mutual Insurance Co
Arcadia Wealth Management, LLC
Ellis Investment Partners, LLC
Strs Ohio
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
Webster Bank, N. A.
Abound Wealth Management
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
Calamos Strategic Total Return Fund
Ieq Capital, Llc
Kcm Investment Advisors Llc
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
Gsa Capital Partners Llp
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
Tocqueville Asset Management L.p.
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
Monetary Management Group Inc
Hartford Funds Management Co LLC
VGLSX - VALIC Co I - Global Strategy Fund
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
First National Advisers, LLC
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
Sumitomo Mitsui DS Asset Management Company, Ltd
Illinois Municipal Retirement Fund
Pinnacle Wealth Management Advisory Group, LLC
Guardian Wealth Advisors, Llc / Nc
Stablepoint Partners, LLC
Dover Advisors, Llc
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
GeoWealth Management, LLC
LMR Partners LLP
Smallwood Wealth Investment Management, LLC
Amundi
Tanglewood Legacy Advisors, LLC
Hanson & Doremus Investment Management
Supplemental Annuity Collective Trust of NJ
Patten Group, Inc.
Calvert Management Series - Calvert Global Equity Fund Class I
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
denkapparat Operations GmbH
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
Sagard Holdings Management Inc.
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
Alpine Total Dynamic Dividend Fund
Centiva Capital, LP
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
GROZ - Zacks Trust - Zacks Focus Growth ETF
Aspire Growth Partners LLC
Coldstream Capital Management Inc
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
Envestnet Portfolio Solutions, Inc.
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
Lido Advisors, LLC
Ameritas Investment Partners, Inc.
Segall Bryant & Hamill, Llc
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
Exchange Traded Concepts, Llc
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
Knollwood Investment Advisory, LLC
Triangle Securities Wealth Management
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
Plato Investment Management Ltd
Argent Capital Management Llc
Albion Financial Group /ut
Gateway Investment Advisers Llc
Trust Co
Park Edge Advisors, LLC
Petrus Trust Company, LTA
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
Alps Advisors Inc
Macquarie Group Ltd
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
FourThought Financial Partners, LLC
ICONIQ Capital, LLC
Atlas Capital Advisors Llc
Texas Yale Capital Corp.
Fiduciary Trust Co
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
THOAX - THORNBURG INVESTMENT TRUST - Thornburg Global Opportunities Fund - Class A
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
Schonfeld Strategic Advisors LLC
Red Tortoise LLC
Alapocas Investment Partners, Inc.
Aqr Capital Management Llc
La Banque Postale Asset Management SA
Bill Few Associates, Inc.
Addenda Capital Inc.
Wealth Effects Llc
Moss Adams Wealth Advisors LLC
Motley Fool Asset Management LLC
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio
General Partner, Inc.
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
MML Series Investment Fund II - MML Equity Rotation Fund Class II
Alpha Family Trust
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
Unisphere Establishment
1st Source Bank
Bank Julius Baer & Co. Ltd, Zurich
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
FT Vest Hedged Equity Income Fund: Series A3
Boston Common Asset Management, LLC
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
Ascent Group, LLC
Entropy Technologies, LP
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
Charter Trust Co
Conway Capital Management, Inc.
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
Fox Run Management, L.l.c.
Natixis Advisors, L.p.
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
Universal- Beteiligungs- und Servicegesellschaft mbH
Oxford Asset Management Llp
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
Milestone Asset Management, Llc
Ntv Asset Management Llc
Enclave Advisors LLC
Ballast Advisors Llc
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
My Legacy Advisors, LLC
1832 Asset Management L.P.
Investment Management Corp /va/ /adv
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
Simplicity Wealth,LLC
RiverFront Investment Group, LLC
Motiv8 Investments LLC
UMA Financial Services, Inc.
Riggs Asset Managment Co. Inc.
Wellington Management Group Llp
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
Spire Wealth Management
Union Heritage Capital, LLC
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
First Citizens Bank & Trust Co
ASR Vermogensbeheer N.V.
Paragon Private Wealth Management, LLC
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
RMB Capital Management, LLC
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
Summit Trail Advisors, Llc
Everett Harris & Co /ca/
Multi-strategy Growth & Income Fund
Hudson Bay Capital Management LP
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
Ethos Financial Group, LLC
GDS Wealth Management
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
Brown Capital Management Llc
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Chung Wu Investment Group, LLC
Annis Gardner Whiting Capital Advisors, LLC
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
Ipswich Investment Management Co., Inc.
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
Alerus Financial Na
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
DekaBank Deutsche Girozentrale
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
Murphy Pohlad Asset Management LLC
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
Tudor Investment Corp Et Al
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
Chatham Capital Group, Inc.
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
Delaney Dennis R
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
American Money Management, LLC
Tradition Wealth Management, LLC
Consultiva Wealth Management, Corp.
CI Private Wealth, LLC
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
Northwest Bancshares, Inc.
Valley Brook Capital Group, Inc.
Ameliora Wealth Management Ltd.
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
Claro Advisors LLC
DecisionPoint Financial, LLC
TD Capital Management LLC
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio
Invesco Ltd.
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
Fulcrum Asset Management LLP
Aigen Investment Management, Lp
HFR Wealth Management, LLC
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
Teachers Retirement System Of The State Of Kentucky
Boreal Capital Management LLC
Scholtz & Company, Llc
Metis Global Partners, LLC
WealthTrak Capital Management LLC
Voleon Capital Management Lp
Merit Financial Group, LLC
GKV Capital Management Co., Inc.
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
Baker Chad R
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
Somerville Kurt F
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class
NewEdge Wealth, LLC
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
Generali Investments, Management Co LLC
Callahan Advisors, LLC
Shelton Capital Management
Aaron Wealth Advisors LLC
FDx Advisors, Inc.
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
Bull Street Advisors, LLC
USS Investment Management Ltd
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
Kilter Group LLC
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
Westfuller Advisors, LLC
Lincluden Management Ltd
Loomis Sayles & Co L P
Daymark Wealth Partners, Llc
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
Raelipskie Partnership
Sierra Ocean, Llc
Interchange Capital Partners, LLC
Fox Hill Wealth Management
W.H. Cornerstone Investments Inc.
Norges Bank
Perpetual Ltd
Jensen Investment Management Inc
Harbour Capital Advisors, LLC
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
Waycross Partners, Llc
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
Petix & Botte Co
Rhumbline Advisers
Quaker Wealth Management, LLC
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
RB Capital Management, LLC
Wesleyan Assurance Society
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
Triasima Portfolio Management inc.
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
Emerald Investment Partners, Llc
Fundamentun, Llc
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
Emerald Advisers, Llc
Humankind Benefit Corp - Humankind US Stock ETF
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
Ossiam
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
Purkiss Capital Advisors LLC
Symphony Financial, Ltd. Co.
Stokes Capital Advisors, LLC
Ws Management Lllp
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
Weiss Asset Management LP
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
Occidental Asset Management, LLC
Thompson Davis & Co., Inc.
M. Kulyk & Associates, LLC
Vontobel Holding Ltd.
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
SMART Wealth LLC
DRW Securities, LLC
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
BCJ Capital Management, LLC
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
Valued Wealth Advisors LLC
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
Integrated Advisors Network LLC
SJS Investment Consulting Inc.
Iowa State Bank
Hendershot Investments Inc.
Virtu Financial LLC
Anfield Capital Management, LLC
Financial Insights, Inc.
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
Sfmg, Llc
Spirepoint Private Client, Llc
Mandatum Life Insurance Co Ltd
Phillips Wealth Planners LLC
Oliver Lagore Vanvalin Investment Group
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
Addison Advisors LLC
Resonant Capital Advisors, LLC
Lantern Wealth Advisors, LLC
Convergence Investment Partners, LLC
Jlb & Associates Inc
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
Souders Financial Advisors
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
Camden National Bank
Scotia Capital Inc.
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
Kidder Stephen W
Swan Global Investments, LLC
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
Hartford Financial Management Inc.
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
Intech Investment Management Llc
Stanley-Laman Group, Ltd.
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
Holos Integrated Wealth LLC
Horizon Wealth Management, LLC
Summit Global Investments
Northwestern Mutual Wealth Management Co
MBL Wealth, LLC
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
Jones Road Capital Management, L.p.
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
NWK Group, Inc.
Crumly & Associates Inc.
New Covenant Trust Company, N.A.
Community Financial Services Group, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
Rosenblum Silverman Sutton S F Inc /ca
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
N.E.W. Advisory Services LLC
Geode Capital Management, Llc
Grant/GrossMendelsohn, LLC
First Hawaiian Bank
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
BTG Pactual Asset Management US LLC
Piscataqua Savings Bank
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
Great Valley Advisor Group, Inc.
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
Stephens Inc /ar/
Hudson Value Partners, LLC
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
Gts Securities Llc
VestGen Advisors, LLC
Wendell David Associates Inc
Guggenheim Capital Llc
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
Kovack Advisors, Inc.
Cidel Asset Management Inc
Sax Wealth Advisors, Llc
Trilogy Capital Inc.
Community Trust & Investment Co
Concorde Asset Management, LLC
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
Agf Management Ltd
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
Hilltop National Bank
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
Mirova
Wesbanco Bank Inc
Brookstone Capital Management
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
Zurcher Kantonalbank (Zurich Cantonalbank)
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Hallmark Capital Management Inc
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
BlackRock Capital Allocation Trust
Marshfield Associates
Biltmore Family Office, LLC
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
VAPPX - VALIC Co I - Capital Appreciation Fund
Foundations Investment Advisors, LLC
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
Oarsman Capital, Inc.
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
Evernest Financial Advisors, LLC
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
Evergreen Capital Management Llc
Xcel Wealth Management, LLC
Swmg, Llc
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
CENTRAL TRUST Co
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
Syon Capital Llc
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
Tobam
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
BNP Paribas Asset Management Holding S.A.
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
Trust Asset Management LLC
Wimmer Associates 1, Llc
Duncker Streett & Co Inc
Price T Rowe Associates Inc /md/
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
Bristol John W & Co Inc /ny/
Prime Capital Investment Advisors, LLC
EFG Asset Management (Americas) Corp.
Nbc Securities, Inc.
Alhambra Investment Partners LLC
Osterweis Capital Management Inc
Moisand Fitzgerald Tamayo, LLC
Advyzon Investment Management, LLC
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
Trueblood Wealth Management, LLC
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
International Assets Investment Management, Llc
G&S Capital LLC
Kathmere Capital Management, LLC
SlateStone Wealth, LLC
Cincinnati Specialty Underwriters Insurance CO
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
Diversify Advisory Services, LLC
FineMark National Bank & Trust
Sigma Planning Corp
Ostrum Asset Management
Ccm Investment Advisers Llc
Avidian Wealth Solutions, LLC
VLCGX - VALIC Co I - Large Capital Growth Fund
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
Van Hulzen Asset Management, LLC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
Canandaigua National Trust Co of Florida
Cardinal Point Capital Management, ULC
State Board Of Administration Of Florida Retirement System
Noble Wealth Management PBC
Twinbeech Capital Lp
CIBC Private Wealth Group, LLC
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
Rothschild Investment Llc
Thornburg Investment Management Inc
Heartwood Wealth Advisors LLC
Securian Funds Trust - SFT Index 500 Fund Class 1
Wilkinson Global Asset Management LLC
UNIVEST FINANCIAL Corp
Shorepoint Capital Partners LLC
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
New England Capital Financial Advisors LLC
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
Whipplewood Advisors, LLC
Strategic Financial Services, Inc,
Nippon Life Global Investors Americas, Inc.
Aries Wealth Management
Folger Nolan Fleming Douglas Capital Management, Inc
Steward Partners Investment Advisory, Llc
Letson Investment Management, Inc.
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
Park Square Financial Group, LLC
Horizon Investments, LLC
Darden Wealth Group Inc
MidWestOne Financial Group, Inc.
Raymond James Financial Inc
Asset Planning,Inc
Kwmg, Llc
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
City National Bank Of Florida /msd
Evoke Wealth, Llc
Worldquant Millennium Advisors Llc
Curat Global, LLC
Cary Street Partner Investment Advisory Llc
UBS Group AG
Union Savings Bank
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
Cubist Systematic Strategies, LLC
Luken Investment Analytics, LLC
Golden State Wealth Management, LLC
Morgan Stanley
Lcnb Corp
Nuveen Core Equity Alpha Fund
Cohen Capital Management, Inc.
Kestra Investment Management, LLC
Oak Thistle LLC
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
Root Financial Partners, LLC
Howland Capital Management Llc
Pfc Capital Group, Inc.
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
Covea Finance
HighTower Advisors, LLC
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
Cetera Investment Advisers
Colton Groome Financial Advisors, Llc
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
Capital International Investors
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
Hoese & Co LLP
Greenfield Savings Bank
Blair William & Co/il
Highview Capital Management LLC/DE/
Gitterman Wealth Management, LLC
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
Wahed Invest LLC
Ted Buchan & Co
Capital A Wealth Management, LLC
Seeds Investor Llc
Monterey Private Wealth, Inc.
Richards, Merrill & Peterson, Inc.
First Foundation Advisors
Momentous Wealth Management, Inc.
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
Marco Investment Management Llc
Kornitzer Capital Management Inc /ks
Farther Finance Advisors, LLC
Quest Partners LLC
Cape Ann Savings Bank
Country Trust Bank
Godsey & Gibb Associates
L2 Asset Management, LLC
West Family Investments, Inc.
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class
AQGNX - AQR Funds - AQR Global Equity Fund Class N
Western Wealth Management, LLC
TAGStone Capital, Inc.
Tokio Marine Asset Management Co Ltd
Camden Capital, LLC
HighMark Wealth Management LLC
Crux Wealth Advisors
Pointe Capital Management LLC
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
GSB Wealth Management, LLC
Cape Investment Advisory, Inc.
Financial Perspectives, Inc
B. Metzler seel. Sohn & Co. AG
Qsemble Capital Management, LP
Inlight Wealth Management, LLC
Barclays Plc
Sagespring Wealth Partners, Llc
Jones Financial Companies Lllp
Rafferty Asset Management, LLC
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
Nicholas Company, Inc.
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
Freestone Capital Holdings, LLC
Hall Laurie J Trustee
James Investment Research Inc
Dai-Ichi Life Insurance Company, Ltd
First United Bank Trust/
FT Vest Hedged Equity Income Fund: Series B1
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
TCTC Holdings, LLC
Patriot Financial Group Insurance Agency, LLC
Cobblestone Capital Advisors Llc /ny/
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
IMS Capital Management
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
Morris Retirement Advisors, LLC
Citizens Financial Group Inc/ri
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
Endeavor Private Wealth, Inc.
Commerzbank Aktiengesellschaft /fi
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
Empirical Finance, LLC
Trust Co of the South
Obermeyer Wood Investment Counsel, Lllp
Texas Capital Bank Wealth Management Services Inc
iA Global Asset Management Inc.
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
Plancorp, LLC
Armbruster Capital Management, Inc.
Sawgrass Asset Management Llc
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
Canandaigua National Bank & Trust Co
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
Everpar Advisors Llc
IMA Wealth, Inc.
Red Cedar Investment Management, Llc
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
Goldstein Advisors, LLC
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
Carolina Wealth Advisors, LLC
BRTNX - PFS FUNDS - Bretton Fund
Coastal Bridge Advisors, LLC
Greystone Financial Group, LLC
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
Broadway Wealth Solutions, Inc.
Profunds - Profund Vp Consumer Services
Principal Street Partners, LLC
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
HCR Wealth Advisors
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
Wetherby Asset Management Inc
REDWX - Aspiration Funds - Aspiration Redwood Fund
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
Total Wealth Planning, Llc
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
MetLife Investment Management, LLC
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
Cottonwood Capital Advisors, Llc
Ashton Thomas Securities, Llc
Capital Group Private Client Services, Inc.
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
Empire Life Investments Inc.
Wedmont Private Capital
Louisbourg Investments Inc.
Greenline Partners, LLC
DT Investment Partners, LLC
Soltis Investment Advisors LLC
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
Harold Davidson & Associates Inc.
Mediolanum International Funds Ltd
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
Keystone Financial Group
Amplius Wealth Advisors, LLC
DAACX - Adviser Managed Trust - Diversified Equity Fund
Montag & Caldwell, Llc
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
Washington Trust Advisors, Inc.
Truepoint, Inc.
Peterson Wealth Services
Pure Financial Advisors, Inc.
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
Fortitude Family Office, LLC
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
Deseret Mutual Benefit Administrators
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
McLean Asset Management Corp
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
Beta Wealth Group, Inc.
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
Weik Capital Management
Columbia Asset Management
IFG Advisory, LLC
USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
Cfm Wealth Partners Llc
LeClair Wealth Partners LLC
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
State Of Michigan Retirement System
Savoir Faire Capital Management, L.P.
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
Moors & Cabot, Inc.
Werba Rubin Papier Wealth Management
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
GM Advisory Group, Inc.
Endowment Wealth Management, Inc.
Evercore Wealth Management, LLC
Ethic Inc.
Sunbelt Securities, Inc.
Cooke & Bieler Lp
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
Atom Investors LP
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
Balboa Wealth Partners
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
Blue Fin Capital, Inc.
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
Briaud Financial Planning, Inc
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
Walleye Trading LLC
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
Sentry Investment Management Llc
Andra AP-fonden
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
Mill Creek Capital Advisors, LLC
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
Pollock Investment Advisors, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
Legacy Bridge, LLC
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
Strategic Wealth Partners, Ltd.
Pflug Koory, LLC
Tortoise Investment Management, LLC
Simon Quick Advisors, Llc
Apollon Wealth Management, LLC
Boston Private Wealth Llc
Robertson Stephens Wealth Management, LLC
Atala Financial Inc
SS&H Financial Advisors, Inc.
Red Door Wealth Management, LLC
Hager Investment Management Services, Llc
RVRB - ADVISORS SERIES TRUST - Reverb ETF
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
Invenio Wealth Partners Llc
Shaker Investments Llc/oh
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
CCLA Investment Management Ltd
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
Mv Capital Management, Inc.
Trifecta Capital Advisors, LLC
Catalytic Wealth RIA, LLC
Adage Capital Partners Gp, L.l.c.
CHGX - EA Series Trust - Stance Sustainable Beta ETF
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
Harvey Investment Co Llc
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
Simplex Trading, Llc
Primoris Wealth Advisors, Llc
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
Cape Cod Five Cents Savings Bank
SFY - Tidal ETF Trust - SoFi Select 500 ETF
Verde Capital Management
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
Wallington Asset Management, LLC
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
Focused Investors LLC
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
Nvwm, Llc
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
Alliancebernstein L.p.
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
MQS Management LLC
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
United Capital Management of KS, Inc.
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
United Capital Financial Advisers, Llc
Rocky Mountain Advisers, Llc
Moody Aldrich Partners Llc
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
Quantitative Investment Management, LLC
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
Obsidian Personal Planning Solutions LLC
Credential Securities Inc.
Gluskin Sheff & Assoc Inc
Bessemer Group Inc
King Luther Capital Management Corp
Tompkins Financial Corp
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
Schulhoff & Co Inc
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
Jane Street Group, Llc
Wrapmanager Inc
Fulton Breakefield Broenniman Llc
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
First Merchants Corp
Numerai GP LLC
Armstrong Advisory Group, Inc
VSTIX - VALIC Co I - Stock Index Fund
Fidelis Capital Partners, LLC
Sargent Investment Group, LLC
Vanguard Group Inc
Three Bridge Wealth Advisors, LLC
BlackDiamond Wealth Management Inc.
Pictet Asset Management Holding SA
Kingswood Wealth Advisors, Llc
Hrt Financial Lp
Chicago Partners Investment Group LLC
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
Stifel Financial Corp
True North Advisors, LLC
Pacific Center for Financial Services
VCBCX - VALIC Co I - Blue Chip Growth Fund
Cito Capital Group, LLC
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
FSA Wealth Management LLC
Silvant Capital Management LLC
IHT Wealth Management, LLC
GenTrust, LLC
Twin Peaks Wealth Advisors, LLC
U.S. Capital Wealth Advisors, LLC
Cornerstone Wealth Management, LLC
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
Aviva Plc
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
ROSS\JOHNSON & Associates LLC
Envestnet Asset Management Inc
Mackenzie Financial Corp
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Ayrshire Capital Management LLC
Pacifica Partners Inc.
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
Monte Financial Group, LLC
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
Stonegate Investment Group, LLC
Proathlete Wealth Management Llc
Oppenheimer Asset Management Inc.
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
Knights of Columbus Asset Advisors LLC
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
Flywheel Private Wealth LLC
Sandy Cove Advisors, LLC
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
Davy Global Fund Management Ltd
Johnson Financial Group, Inc.
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
Southeast Asset Advisors Inc.
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
Solstein Capital, LLC
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
First Business Financial Services, Inc.
Amplify ETF Trust - Amplify AI Powered Equity ETF
Erste Asset Management GmbH
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
Avanza Fonder AB
Sciencast Management LP
Stephenson National Bank & Trust
Osher Van de Voorde Investment Management
Aldebaran Financial Inc.
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
Massachusetts Financial Services Co /ma/
Carl P. Sherr & Co., LLC
ProShare Advisors LLC
DJE Kapital AG
Kovitz Investment Group Partners, LLC
Neuberger Berman Group LLC
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
Townsend & Associates, Inc
Accuvest Global Advisors
Xponance, Inc.
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
Allspring Global Investments Holdings, LLC
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
Kelly Financial Services LLC
Garrett Investment Advisors LLC
Five Oceans Advisors
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
Ami Investment Management Inc
GW&K Investment Management, LLC
Meadow Creek Wealth Advisors Llc
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
EFG Asset Management (North America) Corp.
Oregon Pacific Wealth Management, LLC
Abel Hall, LLC
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
State of Alaska, Department of Revenue
Bell Investment Advisors, Inc
Resona Asset Management Co.,Ltd.
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
SevenBridge Financial Group, LLC
Bayberry Capital Partners LP
Bigelow Investment Advisors, LLC
Wealth Preservation Advisors, LLC
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
Lewis Asset Management, LLC
Oddo Bhf Asset Management Sas
Bartlett & Co. Wealth Management Llc
Meeder Asset Management Inc
State of Wyoming
King Wealth
Janus Henderson Group Plc
Golden State Equity Partners
Great Lakes Retirement, Inc.
Associated Banc-corp
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
Sageworth Trust Co of South Dakota
First Trust Advisors Lp
Brown, Lisle/cummings, Inc.
Sanibel Captiva Trust Company, Inc.
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
Alpha Omega Wealth Management LLC
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
Ag2r La Mondiale Gestion D'actifs
Stephens Consulting, LLC
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
City State Bank
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
McElhenny Sheffield Capital Management, LLC
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
Credit Industriel Et Commercial
Strategic Global Advisors, LLC
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
Valeo Financial Advisors, LLC
Canopy Partners, LLC
Wood Tarver Financial Group, LLC
POM Investment Strategies, LLC
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
FSM Wealth Advisors, LLC
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF
Deane Retirement Strategies, Inc.
Carnegie Capital Asset Management, LLC
Plimoth Trust Co Llc
WealthPLAN Partners, LLC
CoreCap Advisors, LLC
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
Connors Investor Services Inc
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
Grandfield & Dodd, Llc
Stratos Wealth Partners, LTD.
Legacy Capital Wealth Management, Llc
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
Lombard Odier Asset Management (Europe) Ltd
Breed's Hill Capital LLC
Papp L Roy & Associates
Axq Capital, Lp
Millennium Management Llc
E. Ohman J:or Asset Management AB
Voya Global Equity Dividend & Premium Opportunity Fund
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
Mayflower Financial Advisors, LLC
Meeder Advisory Services, Inc.
City Holding Co
Austin Wealth Management, LLC
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
Blackston Financial Advisory Group, LLC
Keystone Financial Planning, Inc.
Bellevue Asset Management, Llc
NorthCrest Asset Manangement, LLC
49 Wealth Management, Llc
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
Sound View Wealth Advisors Group, LLC
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
Paradigm Asset Management Co Llc
New World Advisors LLC
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
PDS Planning, Inc
Dearborn Partners Llc
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
National Asset Management, Inc.
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
North Capital, Inc.
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
Beck Mack & Oliver Llc
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
Gulf International Bank (UK) Ltd
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
Marshall Wace, Llp
Frank, Rimerman Advisors LLC
Cincinnati Financial Corp
Buffington Mohr McNeal
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
Ruggaard & Associates LLC
Dana Investment Advisors, Inc.
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
Texas Bank & Trust Co
Point72 (DIFC) Ltd
Cullinan Associates Inc
Gillespie Robinson & Grimm Inc
Motco
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
Drive Wealth Management, Llc
IAG Wealth Partners, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Angeles Wealth Management, Llc
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
Cornerstone Wealth Group, LLC
Schnieders Capital Management Llc
Caption Management, LLC
Truist Financial Corp
NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF
First Pacific Financial
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
Stuart Chaussee & Associates, Inc.
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
LGT Financial Advisors LLC
AGH Wealth Advisors, LLC
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
Nilsine Partners, LLC
FORA Capital, LLC
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
Principia Wealth Advisory, LLC
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
Berkshire Bank
Napatree Capital Llc
Hilltop Partners LLC
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
Capital Investment Advisory Services, LLC
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
Legacy Trust
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
US Asset Management LLC
Perennial Investment Advisors, LLC
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
EagleClaw Capital Managment, LLC
Private Trust Co Na
GHP Investment Advisors, Inc.
Fifth Third Bancorp
Aviance Capital Partners, LLC
New York State Teachers Retirement System
Future Financial Wealth Managment LLC
Avantax Advisory Services, Inc.
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
Fortitude Advisory Group L.L.C.
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
Silvercrest Asset Management Group Llc
Cornell Pochily Investment Advisors, Inc.
Migdal Insurance & Financial Holdings Ltd.
Adirondack Trust Co
Fulton Bank, N.a.
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
First Manhattan Co
Lowe Wealth Advisors, LLC
Welch Group, LLC
Bridge Generations Wealth Management Llc
J.Safra Asset Management Corp
Sterling Financial Group, Inc.
Dupont Capital Management Corp
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
Varma Mutual Pension Insurance Co
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
Tritonpoint Wealth, Llc
Essex LLC
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
LS Investment Advisors, LLC
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
Cvfg Llc
Fjarde Ap-fonden /fourth Swedish National Pension Fund
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
Morgan Dempsey Capital Management Llc
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
Chilton Investment Co Llc
Boyd Watterson Asset Management Llc/oh
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
Caitlin John, LLC
Capital Investment Counsel, Inc
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
Evanson Asset Management, LLC
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
Siemens Fonds Invest GmbH
RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
DoubleLine ETF Adviser LP
Sky Investment Group LLC
Capital Advisors, Ltd. LLC
CNB Bank
Congress Wealth Management LLC / DE /
Bank of New Hampshire
Vancity Investment Management Ltd
Mount Yale Investment Advisors, LLC
Maseco Llp
Legacy Wealth Managment, LLC/ID
Atalanta Sosnoff Capital, Llc
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
Atria Investments Llc
Patton Fund Management, Inc.
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
Panagora Asset Management Inc
Principal Securities, Inc.
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
Vestcor Inc
Notis-McConarty Edward
SageView Advisory Group, LLC
Penserra Capital Management LLC
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
Massmutual Trust Co Fsb/adv
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
BLI - Banque de Luxembourg Investments
Howard Capital Management Group, LLC
Cornerstone Total Return Fund Inc
Private Advisor Group, LLC
PENN SERIES FUNDS INC - Large Cap Growth Fund
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF
Integrated Wealth Concepts LLC
REAP Financial Group, LLC
Orion Capital Management LLC
Promus Capital, LLC
PrairieView Partners, LLC
Alpha Financial Partners, LLC
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
ACVF - ETF Opportunities Trust - American Conservative Values ETF
Elefante Mark B
Pathstone Holdings, LLC
Everhart Financial Group, Inc.
Pinnacle Associates Ltd
DecisionMap Wealth Management, LLC
Financial Advisory Service, Inc.
Newbridge Financial Services Group, Inc.
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
IFM Investors Pty Ltd
StoneX Group Inc.
Ameriprise Financial Inc
Petros Family Wealth, LLC
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
V-Square Quantitative Management LLC
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
Mairs & Power Inc
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
Segment Wealth Management, LLC
Winthrop Advisory Group LLC
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
Hudson Canyon Capital Management
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
Second Half Financial Partners, LLC
Hardy Reed LLC
InTrack Investment Management Inc
Arete Wealth Advisors, LLC
Copia Wealth Management
Beacon Capital Management, LLC
Empowered Funds, LLC
Deutsche Bank Ag\
Liberty One Investment Management, Llc
Great Lakes Advisors, Llc
MJT & Associates Financial Advisory Group, Inc.
Buckley Wealth Management, LLC
Janney Capital Management LLC
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
First Bank & Trust
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
National Pension Service
STFBX - Advisers Investment Trust - State Farm Balanced Fund
Seacrest Wealth Management, Llc
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
Thrivent Financial For Lutherans
Vista Wealth Management Group, LLC
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
CogentBlue Wealth Advisors, LLC
Baldwin Brothers Inc/ma
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
Stonebrook Private Inc.
Texas Capital Bancshares Inc/tx
Trust Investment Advisors
apricus wealth, LLC
Ironwood Investment Counsel, LLC
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
Maridea Wealth Management LLC
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
Clarius Group, LLC
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
M3 Advisory Group, LLC
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
Caitong International Asset Management Co., Ltd
Jump Financial, LLC
Capital Fund Management S.a.
Callan Capital, LLC
Advisors Preferred, LLC
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
Cornerstone Planning Group LLC
Braun Stacey Associates Inc
Asset Management One Co., Ltd.
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
Pacer Advisors, Inc.
Mayport, Llc
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
Enterprise Financial Services Corp
Vectors Research Management, LLC
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
Kentucky Retirement Systems
Exencial Wealth Advisors, Llc
Sound Income Strategies, LLC
Primecap Management Co/ca/
Profund Advisors Llc
Creative Financial Designs Inc /adv
Fortune Financial Advisors, LLC
Polymer Capital Management (US) LLC
KG&L Capital Management,LLC
First County Bank /CT/
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
Unique Wealth, Llc
Change Path, LLC
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
Greenwood Capital Associates Llc
ULTRA SERIES FUND - Large Cap Growth Fund Class I
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
626 Financial, LLC
Advisory Resource Group
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
DSG Capital Advisors, LLC
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
Wellington Shields Capital Management, LLC
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
Keudell/Morrison Wealth Management
Nixon Peabody Trust Co
LPL Financial LLC
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
Stance Capital Llc
Hurlow Wealth Management Group, Inc.
J. Safra Sarasin Holding AG
Rodgers Brothers Inc.
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
Mid-American Wealth Advisory Group, Inc.
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
Teca Partners, LP
Destination Wealth Management
Canoe Financial LP
Atomi Financial Group, Inc.
TruNorth Capital Management, LLC
Tufton Capital Management
Maple Capital Management, Inc.
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
Wd Rutherford Llc
Resources Management Corp /ct/ /adv
VCGAX - VALIC Co I - Growth & Income Fund
Voya Financial Advisors, Inc.
Reyes Financial Architecture, Inc.
STFGX - Advisers Investment Trust - State Farm Growth Fund
Thoroughbred Financial Services, Llc
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
Coston, McIsaac & Partners
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
Adell Harriman & Carpenter Inc
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
Aptus Capital Advisors, LLC
Wambolt & Associates, LLC
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
Ci Investments Inc.
Qtron Investments LLC
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
Cable Hill Partners, LLC
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
Allstate Corp
Shell Asset Management Co
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
Olistico Wealth, LLC
Sheets Smith Wealth Management
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
Cullen/frost Bankers, Inc.
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
Birchcreek Wealth Management, LLC
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
Jamison Private Wealth Management, Inc.
Flossbach Von Storch Ag
Reynders McVeigh Capital Management, LLC
West Branch Capital LLC
Corient IA LLC
Proactive Wealth Strategies LLC
New Mexico Educational Retirement Board
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
Private Wealth Management Group, LLC
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
Other Listings
MX:TJX
IT:1TJX 118,86 €
DE:TJX 117,70 €
GB:TJXD
GB:0LCE 139,28 US$
AT:TJXC
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