AMP / Ameriprise Financial, Inc. - Net Long/Short Value

Ameriprise Financial, Inc.
US ˙ NYSE ˙ US03076C1062

AMP / Ameriprise Financial, Inc. - Net Long/Short Value
This page provides the net long/short valuations for each institutional holding reported via 13F or NPORT filings. To calculate the net long/short value, we add the equity value to the call option value and subtract the put option value. Funds that report short-borrowed positions will report equity values as negatives. Net long positions will have positive numbers in the net long/short column, and net short positions will have negative values in that column.
Owner Equity Value
($1000)
Call Value
($1000)
Put Value
($1000)
Net Long/Short
($1000)
Northwestern Mutual Wealth Management Co
GeoWealth Management, LLC
Bank Julius Baer & Co. Ltd, Zurich
Aqr Capital Management Llc
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
Cove Private Wealth, LLC
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
Prime Capital Investment Advisors, LLC
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
National Asset Management, Inc.
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
Captrust Financial Advisors
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
Quantbot Technologies LP
Graves-Light Private Wealth Management, Inc.
PFG Investments, LLC
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
Armstrong, Fleming & Moore, Inc
Evergreen Wealth Solutions, LLC
Birchbrook, Inc.
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
Personal Cfo Solutions, Llc
Becker Capital Management Inc
Peak6 Llc
GenTrust, LLC
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
Simplex Trading, Llc
Bay Harbor Wealth Management, LLC
Alta Advisers Ltd
Twinbeech Capital Lp
Foster & Motley Inc
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
OMERS ADMINISTRATION Corp
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
Virtus Investment Advisers, Inc.
USS Investment Management Ltd
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
Wsfs Capital Management, Llc
Metis Global Partners, LLC
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
Ameriprise Financial Inc
Carr Financial Group Corp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
REAP Financial Group, LLC
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
HHM Wealth Advisors, LLC
Abound Wealth Management
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
Leisure Capital Management
CAPROCK Group, Inc.
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
Mizuho Securities Usa Llc
Bangor Savings Bank
McElhenny Sheffield Capital Management, LLC
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
BlueStem Wealth Partners, LLC
Alpine Woods Capital Investors, Llc
Everence Capital Management Inc
GHP Investment Advisors, Inc.
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
Coston, McIsaac & Partners
Checchi Capital Advisers, LLC
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
First Citizens Bank & Trust Co
Scarborough Advisors, LLC
Catalytic Wealth RIA, LLC
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
Savvy Advisors, Inc.
Cape Cod Five Cents Savings Bank
Atlantic Union Bankshares Corp
Public Sector Pension Investment Board
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
Nomura Asset Management Co Ltd
Wealth Enhancement Advisory Services, Llc
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
Gulf International Bank (UK) Ltd
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
Farther Finance Advisors, LLC
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
REDWX - Aspiration Funds - Aspiration Redwood Fund
Symphony Financial, Ltd. Co.
Janney Montgomery Scott LLC
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
Stonegate Investment Group, LLC
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
Td Asset Management Inc
Strathmore Capital Advisors, Inc.
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
Css Llc/il
Banco Bilbao Vizcaya Argentaria, S.a.
WFA of San Diego, LLC
Iron Horse Wealth Management, LLC
Gs Investments, Inc.
44 Wealth Management Llc
Arlington Trust Co LLC
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
Advisor Group Holdings, Inc.
AlphaCore Capital LLC
BI Asset Management Fondsmaeglerselskab A/S
Aquatic Capital Management LLC
Callan Family Office, LLC
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
EPG Wealth Management LLC
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
Orion Portfolio Solutions, LLC
Farmers & Merchants Investments Inc
Flaharty Asset Management, LLC
Fifth Third Wealth Advisors LLC
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
Journey Strategic Wealth Llc
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
Blair William & Co/il
Tiemann Investment Advisors, Llc
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
Farmers & Merchants Trust Co of Long Beach
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
Tectonic Advisors Llc
Fiera Capital Corp
Rainier Family Wealth Inc
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
Wright Investors Service Inc
FLDFX - Meeder Funds - BALANCED FUND Retail Class
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
O'shaughnessy Asset Management, Llc
Spire Wealth Management
Maseco Llp
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
Toth Financial Advisory Corp
Asset Dedication, LLC
Generali Asset Management SPA SGR
Frazier Financial Advisors, LLC
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
Kovitz Investment Group Partners, LLC
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
Bartlett & Co. Wealth Management Llc
Sterling Wealth Management, Inc.
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
Valmark Advisers, Inc.
Edmond De Rothschild Holding S.a.
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
Creekmur Asset Management LLC
Quarry LP
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
Eley Financial Management, Inc
1776 Wealth LLC
Segment Wealth Management, LLC
Wilkins Investment Counsel Inc
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
Narus Financial Partners, LLC
Portside Wealth Group, LLC
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
Kelly Financial Services LLC
Rafferty Asset Management, LLC
Securian Funds Trust - SFT Index 500 Fund Class 1
Wealthstream Advisors, Inc.
Asset Advisors Investment Management, LLC
MCF Advisors LLC
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
First Trust Advisors Lp
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
Ethic Inc.
Cedar Wealth Management, LLC
SSO - PROSHARES TRUST - ProShares Ultra S&P500
Dorsey & Whitney Trust CO LLC
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
Heritage Wealth Advisors
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
Modera Wealth Management, LLC
Mission Wealth Management, Lp
PFG Private Wealth Management, LLC
OneAscent Financial Services LLC
Lyell Wealth Management, Lp
Aviva Plc
Accredited Wealth Management, LLC
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
B. Metzler seel. Sohn & Co. AG
Brown, Lisle/cummings, Inc.
Toroso Investments, LLC
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
First Financial Corp /in/
Rosenberg Matthew Hamilton
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
Voya Global Advantage & Premium Opportunity Fund
Beacon Financial Group
Operose Advisors LLC
Unisphere Establishment
DecisionPoint Financial, LLC
Dunhill Financial, LLC
Guggenheim Capital Llc
Smith, Moore & Co.
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
Colonial Trust Co / SC
Wedbush Securities Inc
V-Square Quantitative Management LLC
Cornerstone Wealth Group, LLC
Childress Capital Advisors, Llc
Northwest Bancshares, Inc.
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
BKD Wealth Advisors, LLC
Financial Freedom, LLC
Avion Wealth
Pensionfund Sabic
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
Busey Wealth Management
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
Guinness Asset Management LTD
Ameritas Advisory Services, LLC
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
Hancock Whitney Corp
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
Covenant Partners, LLC
Strategic Investment Solutions, Inc. /IL
Auxier Asset Management
Skopos Labs, Inc.
RMB Capital Management, LLC
Dagco, Inc.
Brown Advisory Inc
Fairvoy Private Wealth, LLC
Letson Investment Management, Inc.
MML Series Investment Fund II - MML Equity Fund Initial Class
California State Teachers Retirement System
VCULX - VALIC Co I - Growth Fund
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
Silvercrest Asset Management Group Llc
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
Patton Albertson Miller Group, Llc
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
Mutual Of America Capital Management Llc
Bailard, Inc.
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
Canada Pension Plan Investment Board
Mn Services Vermogensbeheer B.V.
BFOR - ALPS ETF Trust - Barron's 400 ETF
Royal Bank Of Canada
Avestar Capital, LLC
Guggenheim Strategic Opportunities Fund
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
Standard Life Aberdeen plc
Norges Bank
Principia Wealth Advisory, LLC
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund
Everett Harris & Co /ca/
Center for Financial Planning, Inc.
Buckingham Strategic Partners
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
Financial Network Wealth Advisors LLC
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
Spdr S&p 500 Etf Trust
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
Cherry Tree Wealth Management, LLC
Profunds - Profund Vp Financials
Fidelis Capital Partners, LLC
Creative Planning
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
Crewe Advisors LLC
STFGX - Advisers Investment Trust - State Farm Growth Fund
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
Mbb Public Markets I Llc
Aristotle Capital Management, LLC
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
Trexquant Investment LP
WealthTrust Axiom LLC
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
Gabelli Funds Llc
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
CIBC Asset Management Inc
Kestra Private Wealth Services, Llc
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
Delta Financial Group, Inc.
Copperwynd Financial, LLC
Rise Advisors, LLC
Indiana Trust & Investment Management CO
SlateStone Wealth, LLC
Pathstone Holdings, LLC
Cito Capital Group, LLC
Avantax Planning Partners, Inc.
BancorpSouth Bank
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A
Albion Financial Group /ut
Macquarie Group Ltd
CNB Bank
Tiaa Trust, National Association
Howard Capital Management Inc.
Montecito Bank & Trust
Insigneo Advisory Services, Llc
Lecap Asset Management Ltd
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
Fullerton Fund Management Co Ltd
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
Heritage Investment Group, Inc.
Evermay Wealth Management Llc
Webster Bank, N. A.
DAVENPORT & Co LLC
Humankind Benefit Corp - Humankind US Stock ETF
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
Kcm Investment Advisors Llc
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
Gilman Hill Asset Management, LLC
Ibex Wealth Advisors
Nbt Bank N A /ny
Regions Financial Corp
Sunbeam Capital Management, LLC
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
Ascent Group, LLC
Arkadios Wealth Advisors
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
Cavalier Investments, LLC
Reyes Financial Architecture, Inc.
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
Advisors Asset Management, Inc.
Smithfield Trust Co
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
Net Worth Advisory Group
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
Morningstar Investment Management LLC
Rehmann Capital Advisory Group
Patton Fund Management, Inc.
Ing Groep Nv
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
Epoch Investment Partners, Inc.
Healthcare Of Ontario Pension Plan Trust Fund
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
Mcrae Capital Management Inc
Perennial Investment Advisors, LLC
Argent Trust Co
Northwestern Mutual Investment Management Company, Llc
Atlantic Trust, LLC
Neuberger Berman Group LLC
URTH - iShares, Inc. - iShares MSCI World ETF
Sound Income Strategies, LLC
Benjamin Edwards Inc
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
Aua Capital Management, Llc
Sivia Capital Partners, LLC
Sierra Ocean, Llc
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
Citigroup Inc
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
Total Investment Management Inc
Liberty All Star Equity Fund
Bank Of Nova Scotia
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
Radnor Capital Management, LLC
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
Tower Bridge Advisors
Renasant Bank
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
Washington Capital Management Inc
McGlone Suttner Wealth Management, Inc.
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
Dougherty Wealth Advisers LLC
Oak Ridge Investments Llc
FIL Ltd
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
Capital Advisors, Ltd. LLC
State of Tennessee, Treasury Department
Evoke Wealth, Llc
Point72 Asset Management, L.P.
Plimoth Trust Co Llc
DiNuzzo Private Wealth, Inc.
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
1620 Investment Advisors, Inc.
Profund Advisors Llc
Bellwether Advisors, LLC
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares
Moody National Bank Trust Division
SG Americas Securities, LLC
Banque Transatlantique SA
Zions Bancorporation, National Association /ut/
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
Ritholtz Wealth Management
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
Highline Wealth Partners Llc
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
Strategic Wealth Partners, Ltd.
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
Alley Investment Management Company, LLC
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
Level Four Advisory Services, Llc
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
Charter Oak Capital Management, LLC
Michels Family Financial, LLC
Commerce Bank
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
Coldstream Capital Management Inc
Eagle Global Advisors Llc
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
Bridgeway Capital Management Inc
Great Diamond Partners, LLC
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
Midland Wealth Advisors Llc
Pnc Financial Services Group, Inc.
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
Legal & General Group Plc
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
Opal Wealth Advisors, LLC
Rakuten Securities, Inc.
Korea Investment CORP
E&G Advisors, LP
Noble Wealth Management PBC
Csenge Advisory Group
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
Ballentine Partners, LLC
Livforsakringsbolaget Skandia, Omsesidigt
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
Green Harvest Asset Management LLC
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
Oregon Public Employees Retirement Fund
Cary Street Partner Investment Advisory Llc
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
Hager Investment Management Services, Llc
McIlrath & Eck, LLC
Integrated Advisors Network LLC
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
Jane Street Group, Llc
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
Sowell Financial Services LLC
Revisor Wealth Management LLC
Walleye Capital LLC
Aaron Wealth Advisors LLC
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
Axiom International Investors Llc /de
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
ProShare Advisors LLC
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
Sanibel Captiva Trust Company, Inc.
DekaBank Deutsche Girozentrale
Victory Capital Management Inc
J.w. Cole Advisors, Inc.
XTX Topco Ltd
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
Summit Financial, LLC
Asset Management One Co., Ltd.
Meeder Asset Management Inc
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
Bruce G. Allen Investments, LLC
Aviso Wealth Management
Wiley Bros.-aintree Capital, Llc
Mowery & Schoenfeld Wealth Management, LLC
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
Sentry Investment Management Llc
VSTIX - VALIC Co I - Stock Index Fund
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
Umb Bank N A/mo
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
Kmg Fiduciary Partners, Llc
IMA Wealth, Inc.
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
State of Alaska, Department of Revenue
Wealthspire Advisors, LLC
Bogart Wealth, LLC
Commonwealth Equity Services, Llc
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
State of Wyoming
Liberty Square Wealth Partners Llc
Bragg Financial Advisors, Inc
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
Gamco Investors, Inc. Et Al
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
Graypoint LLC
Institute for Wealth Management, LLC.
Mackenzie Financial Corp
Natixis
RVRB - ADVISORS SERIES TRUST - Reverb ETF
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
Smartleaf Asset Management LLC
D'Orazio & Associates, Inc.
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
IFP Advisors, Inc
CIBC World Markets Inc.
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
Aspect Partners, LLC
Fisher Funds Management LTD
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
Alpine Bank Wealth Management
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
CENTRAL TRUST Co
Silvant Capital Management LLC
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
Oxford Asset Management Llp
Burling Wealth Partners, Llc
Vise Technologies, Inc.
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
Todd Asset Management Llc
Rossby Financial, LCC
Ensign Peak Advisors, Inc
Trust Asset Management LLC
Rogco, Lp
Guardian Wealth Advisors, Llc / Nc
Founders Capital Management, Llc
PENN SERIES FUNDS INC - Index 500 Fund
N.E.W. Advisory Services LLC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
Van Strum & Towne Inc.
Janus Henderson Group Plc
Camden Capital, LLC
B&l Asset Management Llc
Wolf Group Capital Advisors
Mirae Asset Global Investments Co., Ltd.
J. W. Coons Advisors, LLC
Gladstone Institutional Advisory LLC
Teachers Insurance & Annuity Association Of America
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
Lazard Asset Management Llc
Daiwa Securities Group Inc.
Loudon Investment Management, LLC
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
First Bank & Trust
DnB Asset Management AS
Winton Capital Group Ltd
Quent Capital, LLC
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
Beutel, Goodman & Co Ltd.
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
Great Waters Wealth Management
Rappaport Reiches Capital Management, LLC
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
Okabena Investment Services Inc
Inceptionr Llc
Private Advisor Group, LLC
Westpac Banking Corp
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
Adage Capital Partners Gp, L.l.c.
Jackson Wealth Management, LLC
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
Cerity Partners LLC
MTCGX - M FUND INC - M Large Cap Growth Fund
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
Handelsbanken Fonder AB
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
Old North State Trust, LLC
Pin Oak Investment Advisors Inc
Seacrest Wealth Management, Llc
Nations Financial Group Inc, /ia/ /adv
VGLSX - VALIC Co I - Global Strategy Fund
Close Asset Management Ltd
Jfs Wealth Advisors, Llc
All Terrain Financial Advisors, LLC
Tradition Wealth Management, LLC
Emprise Bank
Schnieders Capital Management Llc
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
Sunflower Bank, N.A.
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
Stephens Inc /ar/
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
Strategic Blueprint, LLC
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
New Century Financial Group, LLC
Legacy Capital Wealth Partners, LLC
CoreFirst Bank & Trust
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
Harvest Fund Management Co., Ltd
UYG - PROSHARES TRUST - ProShares Ultra Financials
Bridges Investment Management Inc
Candriam Luxembourg S.C.A.
Clear Creek Financial Management, LLC
Massmutual Trust Co Fsb/adv
BLB&B Advisors, LLC
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
Advisor OS, LLC
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
Edgestream Partners, L.P.
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
Red Cedar Investment Management, Llc
Harfst & Associates, Inc.
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
Signature Resources Capital Management, LLC
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
Tompkins Financial Corp
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
Qtron Investments LLC
TCI Wealth Advisors, Inc.
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
Panagora Asset Management Inc
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
Promus Capital, LLC
First Merchants Corp
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
Copia Wealth Management
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
Linden Thomas Advisory Services, LLC
Fortress Private Ledger, Llc
Hartford Investment Management Co
Banque Pictet & Cie Sa
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
IYF - iSHARES TRUST - iShares U.S. Financials ETF
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares
Hengehold Capital Management Llc
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
Nordea Investment Management Ab
Arete Wealth Advisors, LLC
Patriot Financial Group Insurance Agency, LLC
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
KBC Group NV
Main Street Group, LTD
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
Gratus Wealth Advisors, LLC
Dai-Ichi Life Insurance Company, Ltd
MorganRosel Wealth Management, LLC
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
NEOS Investment Management LLC
Baird Financial Group, Inc.
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
BlackRock, Inc.
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
Bridgewater Advisors Inc.
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
Cornerstone Planning Group LLC
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
Tobam
Adapt Wealth Advisors, Llc
Atria Investments Llc
LPL Financial LLC
Prudential Financial Inc
Armstrong Advisory Group, Inc
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
Weaver C. Barksdale & Associates, Inc.
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
Comerica Bank
Abel Hall, LLC
CX Institutional
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
State Board Of Administration Of Florida Retirement System
E. Ohman J:or Asset Management AB
Erste Asset Management GmbH
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
Dividend Asset Capital, Llc
Hilltop Partners LLC
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
Transcend Wealth Collective, Llc
Hartland & Co., LLC
Westside Investment Management, Inc.
Means Investment Co., Inc.
Somerset Trust Co
Oppenheimer & Co Inc
Abn Amro Investment Solutions
Rathbone Brothers plc
Relyea Zuckerberg Hanson LLC
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
River Wealth Advisors LLC
Foundry Partners, LLC
IHT Wealth Management, LLC
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
Norinchukin Bank, The
MTM Investment Management, LLC
Empirical Finance, LLC
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
Premier Path Wealth Partners, LLC
BTC Capital Management, Inc.
Kentucky Retirement Systems
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
Eqis Capital Management, Inc.
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
IFG Advisory, LLC
TruWealth Advisors, LLC
Wedmont Private Capital
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
Hsbc Holdings Plc
Ronald Blue Trust, Inc.
Vinva Investment Management Ltd
Contravisory Investment Management, Inc.
Tredje AP-fonden
Beaton Management Co. Inc.
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
Sumitomo Mitsui DS Asset Management Company, Ltd
Philo Smith Capital Corp
Clark Capital Management Group, Inc.
Legacy Trust
High Note Wealth, LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
Advanced Series Trust - Ast Advanced Strategies Portfolio
Harbor Capital Advisors, Inc.
ROE - EA Series Trust - Astoria US Quality Kings ETF
Rhumbline Advisers
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
MetLife Investment Management, LLC
Raleigh Capital Management Inc.
Hickory Point Bank & Trust
Deutsche Bank Ag\
Courier Capital Llc
Boyar Asset Management Inc.
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
Vision Financial Markets Llc
Boston Common Asset Management, LLC
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
Aviance Capital Partners, LLC
Creative Capital Management Investments LLC
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
Public Employees Retirement System Of Ohio
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
Calamos Advisors LLC
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
Lmcg Investments, Llc
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
Goldman Sachs Group Inc
JNBA Financial Advisors
Valued Wealth Advisors LLC
Johnson Investment Counsel Inc
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
WealthTrust Asset Management, LLC
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
Penobscot Investment Management Company, Inc.
Charles Schwab Investment Management Inc
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
Fortitude Family Office, LLC
Wells Fargo & Company/mn
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
Boyd Watterson Asset Management Llc/oh
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
Belpointe Asset Management LLC
Prudent Man Advisors, LLC
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
United Capital Financial Advisers, Llc
St Germain D J Co Inc
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
Farringdon Capital, Ltd.
IPDP - Listed Funds Trust - Dividend Performers ETF
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
Invesco Ltd.
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
New Wave Wealth Advisors Llc
Rockefeller Capital Management L.P.
Leavell Investment Management, Inc.
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
ORG Partners LLC
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
Cohen Klingenstein LLC
Midwest Trust Co
Shell Asset Management Co
M. Kulyk & Associates, LLC
3Chopt Investment Partners, LLC
Sittner & Nelson, Llc
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
Achmea Investment Management B.V.
BLI - Banque de Luxembourg Investments
RiverFront Investment Group, LLC
Palisade Asset Management, LLC
Bank Of Montreal /can/
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
Keel Point, LLC
Alerus Financial Na
New York State Teachers Retirement System
Syntegra Private Wealth Group, LLC
CBIZ Investment Advisory Services, LLC
Prescott Group Capital Management, L.l.c.
Synovus Financial Corp
American Century Companies Inc
Roble, Belko & Company, Inc
Aster Capital Management (DIFC) Ltd
Two Sigma Advisers, Lp
AdvisorNet Financial, Inc
Cyndeo Wealth Partners, LLC
CI Private Wealth, LLC
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
Vident Advisory, LLC
Shelton Capital Management
Joel Isaacson & Co., LLC
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
Greenleaf Trust
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
Westfield Capital Management Co Lp
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
Capital Analysts, Inc.
Advisors Capital Management, LLC
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
Vestcor Inc
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
American National Bank
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
Gotham Asset Management, LLC
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
Sumitomo Mitsui Trust Holdings, Inc.
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
HFM Investment Advisors, LLC
TD Capital Management LLC
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
Cheviot Value Management, LLC
Perritt Capital Management Inc
Sagespring Wealth Partners, Llc
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
Bank Of America Corp /de/
Mml Investors Services, Llc
Schulhoff & Co Inc
Illumine Investment Management, LLC
Montag A & Associates Inc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
WealthPLAN Partners, LLC
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
Intech Investment Management Llc
Macroview Investment Management Llc
APG Asset Management N.V.
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
Unigestion Holding SA
Punch & Associates Investment Management, Inc.
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
Eastern Bank
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
Plato Investment Management Ltd
Moneta Group Investment Advisors Llc
Whipplewood Advisors, LLC
Family Management Corp
PACIFIC SELECT FUND - Equity Index Portfolio Class I
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
CIBC Private Wealth Group, LLC
Rothschild Investment Llc
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
Silicon Valley Capital Partners
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
Evercore Wealth Management, LLC
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
Empirical Asset Management, LLC
Wedge Capital Management L L P/nc
Fayez Sarofim & Co
Cambridge Investment Research Advisors, Inc.
AssuredPartners Investment Advisors, LLC
Associated Banc-corp
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
Russell Investments Group, Ltd.
Peapack Gladstone Financial Corp
Bell Investment Advisors, Inc
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
Edmp, Inc.
Arthur M. Cohen & Associates, Llc
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
Td Private Client Wealth Llc
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
Maven Securities LTD
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
Change Path, LLC
Oliver Luxxe Assets LLC
Cresset Asset Management, LLC
Mengis Capital Management, Inc.
Nbc Securities, Inc.
One Wealth Capital Management, Llc
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
Delta Asset Management Llc/tn
Board of the Pension Protection Fund
Novare Capital Management Llc
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
Qrg Capital Management, Inc.
Capital A Wealth Management, LLC
Atwood & Palmer Inc
EBI - RBB Fund Trust - Longview Advantage ETF
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
First Business Financial Services, Inc.
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
Optimist Retirement Group LLC
Itau Unibanco Holding S.A.
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
Core Alternative Capital
Truist Financial Corp
Dodge & Cox
Private Trust Co Na
Legacy Private Trust Co.
Security National Bank
United Community Bank
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
Insight Advisors, LLC/ PA
Ramirez Asset Management, Inc.
Onefund, Llc
Bokf, Na
Wellington Management Group Llp
LRI Investments, LLC
Manufacturers Life Insurance Company, The
Prestige Wealth Management Group LLC
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
Fire Capital Management LLC
Pinnacle Associates Ltd
Daymark Wealth Partners, Llc
Marks Group Wealth Management, Inc
Everpar Advisors Llc
Evergreen Capital Management Llc
Dakota Community Bank & Trust NA
Walker Asset Management, LLC
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
WestEnd Advisors, LLC
Rockland Trust Co
Bremer Bank National Association
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
Quantinno Capital Management LP
Westmount Partners, LLC
Catalyst Financial Partners Llc
Spinnaker Trust
Aware Super Pty Ltd as trustee of Aware Super
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
Tokio Marine Asset Management Co Ltd
Confluence Investment Management Llc
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
Riverview Trust Co
Marathon Capital Management
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
Atlas Capital Advisors Llc
Kozak & Associates, Inc.
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
Weil Company, Inc.
Coastal Bridge Advisors, LLC
Lowe Brockenbrough & Co Inc
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
Victory Financial Group, Llc
Weaver Consulting Group
Parallel Advisors, LLC
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
TCTC Holdings, LLC
Price T Rowe Associates Inc /md/
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
Ignite Planners, LLC
IXG - iSHARES TRUST - iShares Global Financials ETF
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
HB Wealth Management, LLC
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
Old Second National Bank Of Aurora
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
Canada Post Corp Registered Pension Plan
Valeo Financial Advisors, LLC
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
Aristotle Atlantic Partners, Llc
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
Howard Bailey Securities, Llc
NOSIX - Northern Funds - Northern Stock Index Fund
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
Laurel Wealth Advisors LLC
Caldwell Securities, Inc
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
Cromwell Holdings LLC
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
Prudential Plc
Ameriflex Group, Inc.
California Public Employees Retirement System
Twin Peaks Wealth Advisors, LLC
Revolve Wealth Partners, LLC
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
Foundations Investment Advisors, LLC
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
Great West Life Assurance Co /can/
Round Rock Advisors, LLC
Jones Financial Companies Lllp
BSN Capital Partners Ltd
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
Morse Asset Management, Inc
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
Essex Financial Services, Inc.
Universal- Beteiligungs- und Servicegesellschaft mbH
Hanson & Doremus Investment Management
Readystate Asset Management Lp
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
Signaturefd, Llc
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
Stephens Consulting, LLC
Impact Asset Management GmbH
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
Elevation Series Trust - RiverNorth Patriot ETF
First County Bank /CT/
IMC-Chicago, LLC
Chesapeake Wealth Management
Sachetta, LLC
Moran Wealth Management, LLC
Cetera Investment Advisers
J. Safra Sarasin Holding AG
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
Jefferies Financial Group Inc.
Ostrum Asset Management
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
Copeland Capital Management, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
American Assets Investment Management, LLC
IFM Investors Pty Ltd
South Plains Financial, Inc.
Twin Lakes Capital Management, LLC
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
Kennebec Savings Bank
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
Bank of New York Mellon Corp
M&t Bank Corp
Trifecta Capital Advisors, LLC
Natixis Advisors, L.p.
Howard Hughes Medical Institute
Versant Capital Management, Inc
NewEdge Wealth, LLC
Kilter Group LLC
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
Mitsubishi UFJ Trust & Banking Corp
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
Golden State Wealth Management, LLC
Assenagon Asset Management S.A.
Bank OZK
Mizuho Securities Usa Llc
Wealthcare Advisory Partners LLC
Bulltick Wealth Management, LLC
Brinker Capital Investments, LLC
PFS Partners, LLC
Pallas Capital Advisors LLC
Schroder Investment Management Group
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
Franklin Resources Inc
Cubist Systematic Strategies, LLC
Mairs & Power Inc
Journey Advisory Group, LLC
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
YANKCOM Partnership
Horizon Investments, LLC
Pitcairn Co
Berkshire Asset Management Llc/pa
Global Retirement Partners, LLC
Independent Advisor Alliance
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
Mesirow Financial Investment Management, Inc.
Riggs Asset Managment Co. Inc.
Bank & Trust Co
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
Country Trust Bank
Qube Research & Technologies Ltd
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
Wbi Investments, Inc.
North Capital, Inc.
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
Quest Partners LLC
First Commonwealth Financial Corp /pa/
Sandy Cove Advisors, LLC
Cigna Investments Inc /new
Kimelman & Baird, LLC
Zurcher Kantonalbank (Zurich Cantonalbank)
West Oak Capital, LLC
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
AE Wealth Management LLC
Pictet Asset Management Holding SA
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
Mv Capital Management, Inc.
SageView Advisory Group, LLC
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
Graham Capital Management, L.P.
Park Place Capital Corp
RFG Advisory, LLC
West Branch Capital LLC
Stock Yards Bank & Trust Co
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
Simon Quick Advisors, Llc
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
Resona Asset Management Co.,Ltd.
Flagship Harbor Advisors, Llc
Platform Technology Partners
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
Cohen & Steers, Inc.
NorthRock Partners, LLC
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
Xponance, Inc.
Van Cleef Asset Management,Inc
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
Fifth Third Bancorp
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
Cetera Trust Company, N.A
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
Campbell & CO Investment Adviser LLC
Geneos Wealth Management Inc.
Wood Tarver Financial Group, LLC
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
Robeco Institutional Asset Management B.V.
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
Investment Management Corp of Ontario
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
Coign Capital Advisors LLC
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Private Wealth Management Group, LLC
Annis Gardner Whiting Capital Advisors, LLC
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
Amplius Wealth Advisors, LLC
Talon Private Wealth, LLC
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
Costello Asset Management, INC
Cairn Investment Group, Inc.
Nippon Life Global Investors Americas, Inc.
ASR Vermogensbeheer N.V.
Maj Invest Holding A/S
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
Icon Wealth Advisors, LLC
ORG Wealth Partners, LLC
Capstone Investment Advisors, Llc
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
Founders Financial Securities Llc
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
Good Steward Wealth Advisors,LLC
Lord, Abbett & Co. Llc
Accel Wealth Management
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
BLPIX - Profunds - Bull Profund Investor Class
Keebeck Alpha, LP
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
Bfsg, Llc
MASTERINVEST Kapitalanlage GmbH
Capital Fund Management S.a.
State of New Jersey Common Pension Fund D
Kinneret Advisory, LLC
Worldquant Millennium Advisors Llc
Foster Group, Inc.
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
Bare Financial Services, Inc
Salomon & Ludwin, LLC
Y.D. More Investments Ltd
L2 Asset Management, LLC
Winch Advisory Services, LLC
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
Empower Advisory Group, LLC
Parkworth Wealth Management, Inc.
Kathmere Capital Management, LLC
STXV - EA Series Trust - Strive 1000 Value ETF
Congress Wealth Management LLC / DE /
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
Group One Trading, L.p.
Ontario Teachers Pension Plan Board
Pring Turner Capital Group Inc
Kestra Advisory Services, LLC
Putnam Fl Investment Management Co
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
Sonora Investment Management Group, LLC
Independent Family Office, LLC
Harbour Investment Management Llc
Clarius Group, LLC
Ieq Capital, Llc
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
Diversify Advisory Services, LLC
First Horizon Advisors, Inc.
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
Pictet & Cie (Europe) SA
Avanza Fonder AB
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
Transce3nd, LLC
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
Ascent Wealth Partners, LLC
US Asset Management LLC
Plante Moran Financial Advisors, LLC
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
SRS Capital Advisors, Inc.
FSA Wealth Management LLC
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
LGT Financial Advisors LLC
Larson Financial Group LLC
Chase Investment Counsel Corp
M.e. Allison & Co., Inc.
Investors Research Corp
Mutual Advisors, LLC
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
Chicago Capital, LLC
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
Institutional Investment Strategy Fund
Wellington Shields Capital Management, LLC
Basswood Capital Management, L.l.c.
Los Angeles Capital Management Llc
Avantax Advisory Services, Inc.
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
Investment Advisory Services Inc /tx /adv
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
Delta Investment Management, LLC
Fort Point Capital Partners LLC
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
CBOE Vest Financial, LLC
Solstein Capital, LLC
IMG Wealth Management, Inc.
DAACX - Adviser Managed Trust - Diversified Equity Fund
SPC Financial, Inc.
Fort Washington Investment Advisors Inc /oh/
Hrt Financial Lp
MAI Capital Management
SOA Wealth Advisors, LLC.
Choate Investment Advisors
Clifford Swan Investment Counsel Llc
Crestwood Advisors Group LLC
State Of Michigan Retirement System
Assetmark, Inc
Brooks, Moore & Associates, Inc.
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
Private Wealth Asset Management, LLC
IWV - iSHARES TRUST - iShares Russell 3000 ETF
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
Teacher Retirement System Of Texas
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
Frank, Rimerman Advisors LLC
Kentucky Retirement Systems Insurance Trust Fund
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
Scotia Capital Inc.
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
NDVR, Inc.
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
Gitterman Wealth Management, LLC
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
Resonant Capital Advisors, LLC
Arrowstreet Capital, Limited Partnership
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
City State Bank
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
Central Pacific Bank - Trust Division
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
Vanguard Group Inc
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
Pensionmark Financial Group, Llc
Whalerock Point Partners, Llc
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
Dogwood Wealth Management LLC
Ledyard National Bank
Pinnacle Wealth Planning Services, Inc.
VCBCX - VALIC Co I - Blue Chip Growth Fund
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
PDS Planning, Inc
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
Raymond James Financial Inc
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
Pinnacle Financial Partners Inc
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
New Age Alpha Advisors, LLC
Legacy Financial Advisors, Inc.
Western Wealth Management, LLC
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
Peddock Capital Advisors, Llc
Bessemer Group Inc
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
Westend Capital Management LLC
Horizon Funds - HORIZON EXPEDITION PLUS ETF
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
Applied Finance Capital Management, LLC
Pennsylvania Capital Management Inc /adv
Financial Advocates Investment Management
Keybank National Association/oh
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
Manchester Capital Management LLC
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
NewSquare Capital LLC
Engineers Gate Manager LP
SJS Investment Consulting Inc.
MBOVX - M FUND INC - M Large Cap Value Fund
Lowe Wealth Advisors, LLC
Us Bancorp \de\
Greatmark Investment Partners, Inc.
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
Cidel Asset Management Inc
Hopwood Financial Services, Inc.
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
DRW Securities, LLC
Procyon Private Wealth Partners, LLC
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
PineBridge Investments, L.P.
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Brookwood Investment Group LLC
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
Adirondack Trust Co
Teachers Retirement System Of The State Of Kentucky
Harbor Investment Advisory, Llc
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
Pointe Capital Management LLC
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
Great Lakes Retirement, Inc.
Maryland State Retirement & Pension System
SFY - Tidal ETF Trust - SoFi Select 500 ETF
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
Reuter James Wealth Management, Llc
Battery Global Advisors, LLC
Hemington Wealth Management
Drive Wealth Management, Llc
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
Payden & Rygel
Forsta Ap-fonden
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
Ransom Advisory, Ltd
Diversified Trust Co
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
Principal Securities, Inc.
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
Deseret Mutual Benefit Administrators
Varma Mutual Pension Insurance Co
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
White Lighthouse Investment Management Inc.
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
Princeton Global Asset Management LLC
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
Catalyst Funds Management Pty Ltd
Avenue 1 Advisors, LLC
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
Jacobi Capital Management LLC
OneAscent Wealth Management LLC
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
Oldfather Financial Services, LLC
VCAAX - VALIC Co I - Asset Allocation Fund
Interchange Capital Partners, LLC
Pinnacle Wealth Management Advisory Group, LLC
Keeley-Teton Advisors, LLC
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
Savant Capital, LLC
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
Anchor Investment Management, LLC
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
WPG Advisers, LLC
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
Prentice Wealth Management LLC
Accordant Advisory Group Inc
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
Wesbanco Bank Inc
Progressive Investment Management Corp
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
LGPIX - Profunds - Large-cap Growth Profund Investor Class
Westerkirk Capital Inc.
Simplicity Wealth,LLC
Kestra Investment Management, LLC
Stifel Financial Corp
SBI Securities Co., Ltd.
Holos Integrated Wealth LLC
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
Modern Wealth Management, LLC
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
Public Employees Retirement Association Of Colorado
Credential Qtrade Securities Inc.
Northeast Financial Group, Inc.
De Burlo Group Inc
Allianz Asset Management GmbH
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
Gsa Capital Partners Llp
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
Two Sigma Investments, Lp
Apollon Wealth Management, LLC
Accurate Wealth Management, LLC
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
Connor, Clark & Lunn Investment Management Ltd.
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
Key FInancial Inc
Hm Payson & Co
Forum Financial Management, LP
Sendero Wealth Management, LLC
Johnson Financial Group, Inc.
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
EverSource Wealth Advisors, LLC
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
Cambria Investment Management, L.P.
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
Ameritas Investment Partners, Inc.
Sage Mountain Advisors LLC
Schechter Investment Advisors, LLC
BOK Financial Private Wealth, Inc.
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
Private Client Services, Llc
BNP Paribas Asset Management Holding S.A.
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
Meiji Yasuda Asset Management Co Ltd.
Garda Capital Partners Lp
Lindbrook Capital, Llc
Perigon Wealth Management, LLC
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
Principal Financial Group Inc
WealthTrak Capital Management LLC
Rexford Capital Inc
Philadelphia Trust Co
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
Man Group plc
Groupama Asset Managment
Sienna Gestion
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
Abundance Wealth Counselors
Harbour Investments, Inc.
Paragon Private Wealth Management, LLC
Ferguson Wellman Capital Management, Inc
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
RMG Wealth Management LLC
Federated Hermes, Inc.
Royal Fund Management, LLC
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
S-Bank Fund Management Ltd
Fiduciary Trust Co
Dimensional Fund Advisors Lp
Clean Yield Group
Profunds - Profund Vp Bull
SOUTH STATE Corp
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
Hohimer Wealth Management, Llc
Adviser Investments LLC
Mediolanum International Funds Ltd
Townsquare Capital Llc
McLean Asset Management Corp
Brevan Howard Capital Management LP
Glenmede Investment Management, LP
HighTower Advisors, LLC
Voya Investment Management Llc
Commerzbank Aktiengesellschaft /fi
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
Skba Capital Management Llc
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
Piscataqua Savings Bank
New York Life Investment Management Llc
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
IAG Wealth Partners, LLC
Credit Agricole S A
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
SCS Capital Management LLC
Dean Capital Management
Prosperity Consulting Group, LLC
New Millennium Group LLC
Cwm, Llc
Lyrical Asset Management Lp
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
Sigma Planning Corp
Creative Financial Designs Inc /adv
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
National Bank Of Canada /fi/
Ellevest, Inc.
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
Equitable Trust Co
Aberdeen Wealth Management LLC
CVA Family Office, LLC
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
LRT Capital Management, LLC
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
Addison Advisors LLC
Massachusetts Financial Services Co /ma/
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
Harwood Advisory Group, LLC
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
Washington Trust Advisors, Inc.
Snowden Capital Advisors LLC
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
Police & Firemen's Retirement System of New Jersey
Hobbs Group Advisors, LLC
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
Illinois Municipal Retirement Fund
Rsm Us Wealth Management Llc
Cary Street Partners Financial Llc
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
GWM Advisors LLC
National Pension Service
Natural Investments, Llc
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
Vishria Bird Financial Group, LLC
Susquehanna Portfolio Strategies, LLC
Quantum Financial Advisors, LLC
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
Bnp Paribas Arbitrage, Sa
Fielder Capital Group LLC
Van Eck Associates Corp
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
Great Valley Advisor Group, Inc.
Envestnet Asset Management Inc
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
Fjarde Ap-fonden /fourth Swedish National Pension Fund
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
Aurora Investment Counsel
Cozad Asset Management Inc
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
Old National Bancorp /in/
Czech National Bank
Vectors Research Management, LLC
Skandinaviska Enskilda Banken AB (publ)
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
Gateway Investment Advisers Llc
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
True Wealth Design, LLC
Pacer Advisors, Inc.
Focus Financial Network, Inc.
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
Susquehanna International Group, Llp
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
Utah Retirement Systems
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
Morton Brown Family Wealth, LLC
Woodline Partners LP
Enzi Wealth
Woodmont Investment Counsel Llc
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
New Hampshire Trust
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
Jnl Series Trust - Jnl/s&p 4 Fund (a)
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
Mercer Global Advisors Inc /adv
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
Parkshore Wealth Management, Inc.
Farmers & Merchants Trust Co of Chambersburg PA
Avidian Wealth Solutions, LLC
Cullen/frost Bankers, Inc.
Burt Wealth Advisors
Brendel Financial Advisors LLC
TFC Financial Management
Regimen Wealth, Llc
Beacon Capital Management, LLC
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
Tudor Investment Corp Et Al
U.S. Capital Wealth Advisors, LLC
Twin Tree Management, LP
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
Tcw Group Inc
Winnow Wealth Llc
FJ Capital Management LLC
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
OneAscent Investment Solutions LLC
Kayne Anderson Rudnick Investment Management Llc
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
Accredited Investors Inc.
CoreCap Advisors, LLC
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
Louisiana State Employees Retirement System
Sovran Advisors, LLC
Eagle Bay Advisors LLC
BankPlus Trust Department
Walleye Trading LLC
17 Capital Partners, Llc
Royal London Asset Management Ltd
Park Avenue Securities Llc
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
Atlantic Edge Private Wealth Management, LLC
NorthCrest Asset Manangement, LLC
Birchcreek Wealth Management, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
Renaissance Group Llc
Millennium Management Llc
Conning Inc.
Nissay Asset Management Corp /japan/ /adv
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
VEGN - ETF Series Solutions - US Vegan Climate ETF
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
Activest Wealth Management
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
Concorde Asset Management, LLC
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
La Banque Postale Asset Management SA
Breakwater Investment Management
Pettee Investors, Inc.
Sit Investment Associates Inc
Klingenstein Fields & Co Lp
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
Waterloo Capital, L.P.
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
State Street Corp
Impact Investors, Inc
Treasurer of the State of North Carolina
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
Bridgewater Associates, LP
HighPoint Advisor Group LLC
Nordwand Advisors, LLC
Glenview Trust Co
Profunds - Profund Vp Ultrabull
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
North Star Investment Management Corp.
Banco Santander, S.A.
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
Flagship Wealth Advisors, Llc
Squarepoint Ops LLC
Paradigm Asset Management Co Llc
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
Alpha Family Trust
Financial Management Professionals, Inc.
Amalgamated Bank
Abacus Planning Group, Inc.
Aurora Private Wealth, Inc.
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
Maridea Wealth Management LLC
Sunbelt Securities, Inc.
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Verity & Verity, LLC
Empowered Funds, LLC
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
STFBX - Advisers Investment Trust - State Farm Balanced Fund
Gator Capital Management, LLC
Mascoma Wealth Management LLC
Clear Street Markets Llc
Millstone Evans Group, LLC
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
Texas Permanent School Fund
FT Vest Rising Dividend Achievers Total Return Fund
Williams Jones Wealth Management, LLC.
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
Penserra Capital Management LLC
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
Ogorek Anthony Joseph /ny/ /adv
one8zero8, LLC
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
ULPIX - Profunds - Ultrabull Profund Investor Class
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
Wolverine Trading, Llc
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
Lansing Street Advisors
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
Ci Investments Inc.
Burney Co/
TD Waterhouse Canada Inc.
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
Rakuten Investment Management, Inc.
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
Venture Visionary Partners LLC
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
Allworth Financial LP
GW&K Investment Management, LLC
State Of Wisconsin Investment Board
CSM Advisors, LLC
Oakworth Capital, Inc.
Nova Wealth Management, Inc.
First Manhattan Co
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
Rialto Wealth Management, LLC
FUKOKU MUTUAL LIFE INSURANCE Co
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
BRYN MAWR TRUST Co
Groupe la Francaise
Proficio Capital Partners LLC
West Family Investments, Inc.
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
Keystone Financial Group
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
Lansforsakringar Fondforvaltning AB (publ)
Argus Investors' Counsel, Inc.
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
Citizens Financial Group Inc/ri
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
Ofi Invest Asset Management
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
Ossiam
Kempen Capital Management N.v.
Glen Eagle Advisors, LLC
CHICAGO TRUST Co NA
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
Verition Fund Management LLC
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
CWA Asset Management Group, LLC
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
Chicago Partners Investment Group LLC
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
Garde Capital, Inc.
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
Rebalance, Llc
Cibc World Markets Corp
Retirement Systems of Alabama
STRV - EA Series Trust - Strive 500 ETF
Old Port Advisors
Centaurus Financial, Inc.
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
Kiker Wealth Management, LLC
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
Argyle Capital Partners, LLC
Clark Financial Services Group Inc /bd
Bradley Foster & Sargent Inc/ct
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
JustInvest LLC
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
Trust Co Of Vermont
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
Quaker Wealth Management, LLC
Bdf-gestion
Amundi
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
Chemistry Wealth Management LLC
Whalen Wealth Management Inc.
Miracle Mile Advisors, LLC
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
Kingsview Wealth Management, LLC
Wealth Preservation Advisors, LLC
Signet Financial Management, Llc
AustralianSuper Pty Ltd
Capital World Investors
Exchange Traded Concepts, Llc
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
CGC Financial Services, LLC
Nisa Investment Advisors, Llc
Tower Research Capital LLC (TRC)
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
Mjp Associates Inc /adv
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares
Barclays Plc
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
Caitong International Asset Management Co., Ltd
Arjuna Capital
Wimmer Associates 1, Llc
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
Resources Investment Advisors, LLC.
Twelve Points Wealth Management LLC
Financial Perspectives, Inc
Silvia Mccoll Wealth Management, Llc
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
Fort Sheridan Advisors Llc
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
Nomura Holdings Inc
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
Mount Yale Investment Advisors, LLC
Nicolet Advisory Services, Llc
Bank of Jackson Hole Trust
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
Profunds - Profund Vp Large-cap Growth
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
Carret Asset Management, Llc
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
Bahl & Gaynor Inc
Marcum Wealth, LLC
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
Toronto Dominion Bank
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
Mariner, LLC
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
Frederick Financial Consultants, LLC
Grimes & Company, Inc.
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
Aries Wealth Management
Strs Ohio
Jpmorgan Chase & Co
EP Wealth Advisors, Inc.
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
UBS Group AG
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
Fulton Bank, N.a.
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
Lsv Asset Management
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
Nuveen, LLC
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
Mufg Securities Americas Inc.
Meeder Advisory Services, Inc.
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
Lebenthal Global Advisors, LLC
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
VCGAX - VALIC Co I - Growth & Income Fund
Independence Bank of Kentucky
Raiffeisen Bank International AG
Concurrent Investment Advisors, LLC
Horan Securities, Inc.
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
Brown Brothers Harriman & Co
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
Federation des caisses Desjardins du Quebec
Affinity Investment Advisors, Llc
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
Northwest & Ethical Investments L.P.
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
Cascade Financial Partners, LLC
Five Oceans Advisors
Ausdal Financial Partners, Inc.
Astoria Portfolio Advisors LLC.
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
Cerro Pacific Wealth Advisors LLC
Hills Bank & Trust Co
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
Boston Private Wealth Llc
Polymer Capital Management (US) LLC
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
Sei Investments Co
Pinnacle Bancorp, Inc.
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
TigerOak Management, L.L.C.
Cape Investment Advisory, Inc.
denkapparat Operations GmbH
Mather Group, Llc.
Redwood Park Advisors LLC
Glenmede Trust Co Na
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Fundamentun, Llc
Howard Capital Management Group, LLC
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
Centiva Capital, LP
Argent Capital Management Llc
Axa S.a.
Tortoise Investment Management, LLC
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
Cobblestone Capital Advisors Llc /ny/
Archer Investment Corp
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
Nicolet Bankshares Inc
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
Huntington National Bank
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3
Schaper Benz & Wise Investment Counsel Inc/wi
Atticus Wealth Management, Llc
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
Dean Investment Associates, Llc
Voya Global Equity Dividend & Premium Opportunity Fund
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
Quotient Wealth Partners, LLC
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
Motco
Plancorp, LLC
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
Siemens Fonds Invest GmbH
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
Charter Trust Co
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
Thrivent Financial For Lutherans
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
Yousif Capital Management, Llc
Crews Bank & Trust
Texas Capital Bank Wealth Management Services Inc
GAMMA Investing LLC
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
Ocean Capital Management, LLC
Syon Capital Llc
Knights of Columbus Asset Advisors LLC
Klp Kapitalforvaltning As
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
Merit Financial Group, LLC
Mechanics Financial Corp
Trust Point Inc.
Genus Capital Management Inc.
GPS Wealth Strategies Group, LLC
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
Envestnet Portfolio Solutions, Inc.
Atomi Financial Group, Inc.
Nvwm, Llc
Crawford Investment Counsel Inc
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
Allspring Global Investments Holdings, LLC
Martingale Asset Management L P
Citadel Advisors Llc
New York State Common Retirement Fund
Wolff Wiese Magana Llc
Oppenheimer Asset Management Inc.
JBF Capital, Inc.
We Are One Seven, LLC
Chilton Investment Co Llc
Entruity Wealth, LLC
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
Elyxium Wealth, LLC
Leeward Investments, LLC - MA
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
MONECO Advisors, LLC
FineMark National Bank & Trust
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
Kerusso Capital Management LLC
Morgan Stanley
New Mexico Educational Retirement Board
Virginia Retirement Systems Et Al
Wbh Advisory Inc
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
Parcion Private Wealth LLC
Virtu Financial LLC
STXG - EA Series Trust - Strive 1000 Growth ETF
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
Hantz Financial Services, Inc.
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
Fmr Llc
UniSuper Management Pty Ltd
MainStreet Investment Advisors LLC
D.a. Davidson & Co.
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
Sequoia Financial Advisors, LLC
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
MQS Management LLC
PWS - Pacer Funds Trust - Pacer WealthShield ETF
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
Granite FO LLC
Bordeaux Wealth Advisors LLC
Great Lakes Advisors, Llc
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
Norden Group Llc
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
Mindset Wealth Management, Llc
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
Beacon Pointe Advisors, LLC
Brandywine Global Investment Management, LLC
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
Colony Group, LLC
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
Fairman Group, LLC
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
Douglas Lane & Associates, LLC
American Capital Advisory, LLC
Whittier Trust Co Of Nevada Inc
Parkside Financial Bank & Trust
IWB - iSHARES TRUST - iShares Russell 1000 ETF
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
Estabrook Capital Management
Welch & Forbes Llc
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
Quadrant Capital Group Llc
Hughes Financial Services, LLC
Arizona State Retirement System
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
Counterpoint Mutual Funds LLC
Voleon Capital Management Lp
Lido Advisors, LLC
Resources Management Corp /ct/ /adv
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
Swedbank AB
Dakota Wealth Management
Ag2r La Mondiale Gestion D'actifs
ENDW - EA Series Trust - Cambria Endowment Style ETF
Chesley Taft & Associates LLC
Covestor Ltd
Integrated Wealth Concepts LLC
Godsey & Gibb Associates
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
Baker Tilly Financial, Llc
Warren Averett Asset Management, LLC
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
Steward Partners Investment Advisory, Llc
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund
Equitable Holdings, Inc.
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
Searle & Co.
VVMCX - VALIC Co I - Mid Cap Value Fund
Peoples Financial Services Corp.
Zacks Investment Management
FORA Capital, LLC
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
Summit Trail Advisors, Llc
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
Field & Main Bank
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
Ancora Advisors, LLC
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
Wealthstar Advisors, Llc
Alliancebernstein L.p.
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
Crossmark Global Holdings, Inc.
Ubs Asset Management Americas Inc
Douglass Winthrop Advisors, LLC
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
Apella Capital, LLC
Banque Cantonale Vaudoise
Vontobel Holding Ltd.
Moors & Cabot, Inc.
Advisory Services Network, LLC
Northcape Wealth Management, Llc
Sterling Capital Management LLC
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
Quest 10 Wealth Builders, Inc.
Northern Trust Corp
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
ACVF - ETF Opportunities Trust - American Conservative Values ETF
ROI Financial Advisors, LLC
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
Geode Capital Management, Llc
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
Nuveen Multi-Asset Income Fund
Legacy Capital Group California, Inc.
Magnetar Financial LLC
Wealthfront Advisers Llc
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
Vista Wealth Management Group, LLC
Connecticut Wealth Management, LLC
Sciencast Management LP
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
Ashton Thomas Private Wealth, LLC
Hilltop Holdings Inc.
Park National Corp /oh/
Impact Partnership Wealth, LLC
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
Aptus Capital Advisors, LLC
Atria Wealth Solutions, Inc.
Wetherby Asset Management Inc
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
Zhang Financial LLC
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
Burke & Herbert Bank & Trust Co
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
Boston Partners
Hamilton Capital, LLC
Chevy Chase Trust Holdings, Inc.
Stratos Wealth Partners, LTD.
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
Twin Capital Management Inc
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
Oddo Bhf Asset Management Sas
Transamerica Financial Advisors, Inc.
Securian Asset Management, Inc
Traub Capital Management LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
YHB Investment Advisors, Inc.
Marshall Wace, Llp
Grove Bank & Trust
HBK Sorce Advisory LLC
Hilltop National Bank
Whittier Trust Co
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
Brighton Jones Llc
Newbridge Financial Services Group, Inc.
Other Listings
MX:AMP
GB:0HF6 $488.70
AT:AMPF
IT:1AMP €439.70
DE:A4S €439.30
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