MMC / Marsh & McLennan Companies, Inc. - Net Long/Short Value

Marsh & McLennan Companies, Inc.
US ˙ NYSE ˙ US5717481023

MMC / Marsh & McLennan Companies, 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)
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
Creative Planning
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
Norinchukin Bank, The
Nuveen, LLC
REDWX - Aspiration Funds - Aspiration Redwood Fund
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A
Evoke Wealth, Llc
Willow Creek Wealth Management Inc.
IMA Wealth, Inc.
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
Czech National Bank
Members Wealth Llc
Aviso Financial Inc.
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
Dynamic Technology Lab Private Ltd
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
Northside Capital Management, LLC
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
Mitsubishi UFJ Trust & Banking Corp
Front Row Advisors LLC
Moneta Group Investment Advisors Llc
Frank, Rimerman Advisors LLC
Private Trust Co Na
Pure Financial Advisors, Inc.
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
ORG Wealth Partners, LLC
High Note Wealth, LLC
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
AMF Pensionsforsakring AB
BankPlus Trust Department
Aviva Plc
Aberdeen Wealth Management LLC
Cape Investment Advisory, Inc.
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
Pointe Capital Management LLC
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
Thrive Wealth Management, LLC
Good Life Advisors, LLC
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares
Larson Financial Group LLC
Osterweis Capital Management Inc
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
Capital Management Corp /va
Clarius Group, LLC
Citigroup Inc
Prime Capital Investment Advisors, LLC
Provenance Wealth Advisors, LLC
Acima Private Wealth, Llc
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
Colony Group, LLC
SOA Wealth Advisors, LLC.
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
Stiles Financial Services Inc
Whittier Trust Co
Pinnacle Wealth Management Advisory Group, LLC
Rothschild Capital Partners, LLC
Boston Research & Management Inc
Bank of New York Mellon Corp
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
Johnson Financial Group, Inc.
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
STXG - EA Series Trust - Strive 1000 Growth ETF
Suncoast Equity Management
Nbt Bank N A /ny
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
Aureus Asset Management, LLC
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
O'shaughnessy Asset Management, Llc
Quaker Wealth Management, LLC
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
Peapack Gladstone Financial Corp
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
Main Street Group, LTD
Bell Asset Management Ltd
Ronald Blue Trust, Inc.
Jones Financial Companies Lllp
Norges Bank
LRI Investments, LLC
MorganRosel Wealth Management, LLC
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
Rialto Wealth Management, LLC
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
CAPROCK Group, Inc.
Roble, Belko & Company, Inc
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
Adage Capital Partners Gp, L.l.c.
Van Eck Associates Corp
Stanley-Laman Group, Ltd.
Madison Asset Management, LLC
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
Headlands Technologies LLC
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
Meritas Wealth Management, LLC
GAMMA Investing LLC
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
Kinloch Capital, LLC
PACIFIC SELECT FUND - Equity Index Portfolio Class I
Simplicity Wealth,LLC
United Bank
Victory Capital Management Inc
Congress Asset Management Co /ma
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
J. Safra Sarasin Holding AG
Crossmark Global Holdings, Inc.
Defined Wealth Management, Llc
Macquarie Group Ltd
Meeder Asset Management Inc
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
Moisand Fitzgerald Tamayo, LLC
Topsail Wealth Management, LLC
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
Capital International Sarl
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
Mayport, Llc
Evolution Wealth Management Inc.
L1 Capital International Pty Ltd
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
Kentucky Retirement Systems Insurance Trust Fund
Moody National Bank Trust Division
Gerber Kawasaki Wealth & Investment Management
Pflug Koory, LLC
Intelligent Financial Strategies
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
Polymer Capital Management (US) LLC
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
CVA Family Office, LLC
HMS Capital Management, LLC
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
Quadrant Private Wealth Management, LLC
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
Webster Bank, N. A.
Credit Capital Investments LLC
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
Resources Management Corp /ct/ /adv
Legacy Investment Solutions, LLC
Capital Asset Advisory Services LLC
Credit Agricole S A
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
Silvant Capital Management LLC
Cadinha & Co Llc
Jain Global LLC
Cibc World Markets Corp
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
Generali Asset Management SPA SGR
Broderick Brian C
Members Advisory Group LLC
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
River Wealth Advisors LLC
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
Mowery & Schoenfeld Wealth Management, LLC
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
Northstar Financial Companies, Inc.
Amplius Wealth Advisors, LLC
Wealth Management Associates, Inc.
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
Bridges Investment Management Inc
Morgan Stanley
Jarislowsky, Fraser Ltd
Adviser Investments LLC
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
Fogel Capital Management, Inc.
Rhumbline Advisers
Horizons Wealth Management
Bristol Gate Capital Partners Inc.
Scott Marsh Financial, LLC
Millennium Management Llc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
National Asset Management, Inc.
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
New England Professional Planning Group Inc.
BayBridge Capital Group, LLC
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
Graybill Bartz & Assoc Ltd
Bellwether Advisors, LLC
Hanson & Doremus Investment Management
Oakworth Capital, Inc.
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
eCIO, Inc.
Murphy, Middleton, Hinkle & Parker, Inc.
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
Rockland Trust Co
Diversified Trust Co
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
Mutual Of America Capital Management Llc
Daiwa Securities Group Inc.
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
Waldron Private Wealth LLC
Voloridge Investment Management, Llc
Sterling Capital Management LLC
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
Ossiam
Ag2r La Mondiale Gestion D'actifs
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
Sustainable Insight Capital Management, LLC
Drucker Wealth 3.0, LLC
Louisiana State Employees Retirement System
Koshinski Asset Management, Inc.
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
Oddo Bhf Asset Management Sas
Gluskin Sheff & Assoc Inc
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
Silvercrest Asset Management Group Llc
USA Financial Portformulas Corp
Gateway Investment Advisers Llc
Tobam
Epoch Investment Partners, Inc.
Point72 (DIFC) Ltd
Tealwood Asset Management Inc
Vaughan David Investments Inc/il
Merit Financial Group, LLC
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
Savant Capital, LLC
Douglass Winthrop Advisors, LLC
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
Tortoise Investment Management, LLC
Kornitzer Capital Management Inc /ks
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
Lester Murray Antman dba SimplyRich
Mv Capital Management, Inc.
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
Merrion Investment Management Co, LLC
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
Principal Street Partners, LLC
McGlone Suttner Wealth Management, Inc.
Reliant Investment Management, LLC
Talon Private Wealth, LLC
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
Obermeyer Wood Investment Counsel, Lllp
Souders Financial Advisors
Howard Capital Management Inc.
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
Murphy & Mullick Capital Management Corp
Ing Groep Nv
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
Duncker Streett & Co Inc
Loomis Sayles & Co L P
Lindbrook Capital, Llc
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
Sequoia Financial Advisors, LLC
Oregon Public Employees Retirement Fund
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
Sandy Spring Bank
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
Patton Fund Management, Inc.
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
Wallace Capital Management Inc.
Summit Financial, LLC
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc
Pallas Capital Advisors LLC
Cassaday & Co Wealth Management LLC
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
Public Sector Pension Investment Board
Qsemble Capital Management, LP
Bradley Foster & Sargent Inc/ct
Cwm, Llc
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
Tompkins Financial Corp
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
Axxcess Wealth Management, Llc
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
Bare Financial Services, Inc
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
Aries Wealth Management
Wedmont Private Capital
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
Franklin Resources Inc
Rothschild Investment Llc
Evelyn Partners Investment Management Services Ltd
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
Modern Wealth Management, LLC
Northwestern Mutual Investment Management Company, Llc
Hilltop Holdings Inc.
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
Kinneret Advisory, LLC
Df Dent & Co Inc
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
Massachusetts Financial Services Co /ma/
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
Busey Wealth Management
Nebula Research & Development LLC
Great West Life Assurance Co /can/
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
APG Asset Management N.V.
Oak Ridge Investments Llc
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
Robertson Stephens Wealth Management, LLC
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
Nuveen Core Equity Alpha Fund
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
Fjell Capital, LLC
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
State of Wyoming
Natixis
Lantz Financial LLC
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
Brighthouse Funds Trust II - MFS Value Portfolio Class A
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
Group One Trading, L.p.
Prosperity Financial Group, Inc.
Chelsea Counsel Co
Patrick M Sweeney & Associates, Inc
Ewa, Llc
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
Wellington Management Group Llp
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
Newbridge Financial Services Group, Inc.
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
Apollon Wealth Management, LLC
NOSIX - Northern Funds - Northern Stock Index Fund
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
Mutual Advisors, LLC
Icon Wealth Advisors, LLC
Investors Research Corp
Beverly Hills Private Wealth, LLC
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
Essex Savings Bank
Centerpoint Advisors, LLC
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
Brinker Capital Investments, LLC
Securian Asset Management, Inc
G&S Capital LLC
American Trust
Fiduciary Trust Co
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
Capital A Wealth Management, LLC
Capital International Inc /ca/
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
West Branch Capital LLC
Concord Asset Management, LLC/VA
Groupama Asset Managment
Coastal Bridge Advisors, LLC
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
Gillespie Robinson & Grimm Inc
Optas, LLC
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
State of Alaska, Department of Revenue
FineMark National Bank & Trust
Fulton Breakefield Broenniman Llc
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
Rakuten Securities, Inc.
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
Verition Fund Management LLC
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
Worldquant Millennium Advisors Llc
Cornerstone Advisors, LLC
Montag A & Associates Inc
FUKOKU MUTUAL LIFE INSURANCE Co
New York State Teachers Retirement System
Oak Thistle LLC
Carnegie Capital Asset Management, LLC
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
VisionPoint Advisory Group, LLC
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
Advisory Alpha, LLC
Hartland & Co., LLC
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
First Pacific Financial
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
Prestige Wealth Management Group LLC
Napatree Capital Llc
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
Sompo Japan Nipponkoa Asset Management Co.,ltd.
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
Phoenix Holdings Ltd.
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
Foster Dykema Cabot & Partners, Llc
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
Nova Wealth Management, Inc.
Jlb & Associates Inc
Voya Global Advantage & Premium Opportunity Fund
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
RMR Wealth Builders
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
Rodgers Brothers Inc.
First Horizon Advisors, Inc.
Brighton Jones Llc
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
Trifecta Capital Advisors, LLC
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
Morton Community Bank
Vista Wealth Management Group, LLC
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
Point72 Hong Kong Ltd
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
Elevation Series Trust - TrueShares Active Yield ETF
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
Financial Advocates Investment Management
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
Deutsche Bank Ag\
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio
Cynosure Management, Llc
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
Investment Partners, Ltd.
Baker Ellis Asset Management LLC
Citizens Financial Group Inc/ri
Readystate Asset Management Lp
Umpqua Bank
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
One Capital Management, LLC
Y-Intercept (Hong Kong) Ltd
Kayne Anderson Rudnick Investment Management Llc
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
Schechter Investment Advisors, LLC
Alpha Family Trust
Joel Isaacson & Co., LLC
Nisa Investment Advisors, Llc
McElhenny Sheffield Capital Management, LLC
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
Td Private Client Wealth Llc
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
Louisbourg Investments Inc.
Bnc Wealth Management, Llc
Ako Capital Llp
Arrowstreet Capital, Limited Partnership
Jennison Associates Llc
Universal- Beteiligungs- und Servicegesellschaft mbH
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
Pictet & Cie (Europe) SA
Compagnie Lombard Odier SCmA
Farringdon Capital, Ltd.
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
Achmea Investment Management B.V.
Kingsview Wealth Management, LLC
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
AGH Wealth Advisors, LLC
Glenmede Trust Co Na
Journey Advisory Group, LLC
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
Caitong International Asset Management Co., Ltd
HFM Investment Advisors, LLC
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
Cetera Investment Advisers
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
State Of Wisconsin Investment Board
Commonwealth Equity Services, Llc
Sterling Group Wealth Management, LLC
Rockefeller Capital Management L.P.
CHGX - EA Series Trust - Stance Sustainable Beta ETF
Running Oak Capital LLC
IYF - iSHARES TRUST - iShares U.S. Financials ETF
Longfellow Investment Management Co Llc
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
Pathstone Holdings, LLC
Mizuho Securities Usa Llc
Nichols & Pratt Advisers Llp /ma
Jacobi Capital Management LLC
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
Profunds - Profund Vp Bull
Lombard Odier Asset Management (Switzerland) SA
Hemington Wealth Management
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
Capital Advisors, Ltd. LLC
Varma Mutual Pension Insurance Co
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
Ninety One UK Ltd
Cigna Investments Inc /new
Stock Yards Bank & Trust Co
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
Onefund, Llc
Walter & Keenan Financial Consulting Co /mi/ /adv
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
Howland Capital Management Llc
Erste Asset Management GmbH
Synovus Financial Corp
Field & Main Bank
Mawer Investment Management Ltd.
Bleakley Financial Group, LLC
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
First National Trust Co
Terril Brothers, Inc.
Mach-1 Financial Group, Inc.
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
ULTRA SERIES FUND - Large Cap Value Fund Class I
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
New York State Common Retirement Fund
VSTIX - VALIC Co I - Stock Index Fund
Texas Capital Bank Wealth Management Services Inc
Voya Global Equity Dividend & Premium Opportunity Fund
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
HighMark Wealth Management LLC
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
Healthcare Of Ontario Pension Plan Trust Fund
Dillon & Associates Inc
CCLA Investment Management Ltd
Legacy Capital Wealth Partners, LLC
Pacific Center for Financial Services
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
YHB Investment Advisors, Inc.
Banco Bilbao Vizcaya Argentaria, S.a.
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
Markel Corp
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
Warren Averett Asset Management, LLC
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
Bogart Wealth, LLC
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
IOO - iSHARES TRUST - iShares Global 100 ETF
State Of Michigan Retirement System
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
Capula Management Ltd
Lafayette Investments, Inc.
KC Investment Advisors, LLC
Numerai GP LLC
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
Financial Management Professionals, Inc.
BNP Paribas Asset Management Holding S.A.
Tudor Investment Corp Et Al
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
EP Wealth Advisors, Inc.
Nicolet Bankshares Inc
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
PineBridge Investments, L.P.
Ballentine Partners, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
Two Sigma Advisers, Lp
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
J.w. Cole Advisors, Inc.
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
Avantax Planning Partners, Inc.
Washington Trust Bank
Asset Management One Co., Ltd.
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
Coho Partners, Ltd.
Twin Tree Management, LP
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
Access Investment Management LLC
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
Salomon & Ludwin, LLC
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
CIBC Asset Management Inc
Sumitomo Mitsui DS Asset Management Company, Ltd
LVPIX - Profunds - Large-cap Value Profund Investor Class
VestGen Advisors, LLC
IFC Advisors LLC
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
Roundview Capital LLC
Wealth Enhancement Advisory Services, Llc
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
Sunflower Bank, N.A.
First National Bank of Mount Dora, Trust Investment Services
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
Clear Investment Research, Llc
Birch Hill Investment Advisors LLC
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
Alps Advisors Inc
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
PUREfi Wealth, LLC
Exencial Wealth Advisors, Llc
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
Bell Investment Advisors, Inc
Garda Capital Partners Lp
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
Huntington National Bank
First Command Advisory Services, Inc.
Avidian Wealth Solutions, LLC
HighPoint Advisor Group LLC
Strategic Blueprint, LLC
Fiduciary Family Office, Llc
Aaron Wealth Advisors LLC
Harrington Investments, INC
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
Geneos Wealth Management Inc.
West Paces Advisors Inc.
Federated Hermes, Inc.
RMG Wealth Management LLC
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
RVW Wealth, LLC
Franklin, Parlapiano, Turner & Welch, LLC
Canandaigua National Bank & Trust Co
Keybank National Association/oh
McLean Asset Management Corp
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
SSO - PROSHARES TRUST - ProShares Ultra S&P500
Guggenheim Strategic Opportunities Fund
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
Advisors Asset Management, Inc.
Meeder Advisory Services, Inc.
AIA Group Ltd
Virtus ETF Advisers LLC
Pittenger & Anderson Inc
Westside Investment Management, Inc.
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
Valeo Financial Advisors, LLC
E. Ohman J:or Asset Management AB
Railway Pension Investments Ltd
First Manhattan Co
Ledyard National Bank
Atlantic Union Bankshares Corp
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
Vise Technologies, Inc.
Andina Capital Management, LLC
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
Haverford Trust Co
VALSX - Value Line Select Growth Fund, Inc. - Value Line Select Growth Fund, Inc. Investor Class
Blair William & Co/il
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
Caldwell Securities, Inc
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
Ipswich Investment Management Co., Inc.
R Squared Ltd
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
SkyView Investment Advisors, LLC
Murphy Pohlad Asset Management LLC
Alliancebernstein L.p.
Raiffeisen Bank International AG
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
Value Partners Investments Inc.
Lord, Abbett & Co. Llc
Strs Ohio
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
Tower Bridge Advisors
WestEnd Advisors, LLC
CHURCHILL MANAGEMENT Corp
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
Panagora Asset Management Inc
Relyea Zuckerberg Hanson LLC
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
Longview Partners (Guernsey) LTD
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
Meridian Wealth Management, LLC
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
Genesis Private Wealth, Llc
Massmutual Trust Co Fsb/adv
Capital Group Investment Management Pte. Ltd.
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
Bnp Paribas Arbitrage, Sa
Bank Of Nova Scotia
Russell Investments Group, Ltd.
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
DT Investment Partners, LLC
Wellington Capital Management, Inc.
Quantitative Investment Management, LLC
Findlay Park Partners LLP
Motco
Truist Financial Corp
Quadcap Wealth Management, LLC
Fulton Bank, N.a.
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
Legal & General Group Plc
Marks Group Wealth Management, Inc
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
Teacher Retirement System Of Texas
Buckingham Strategic Partners
Clearbridge Investments, LLC
Bahl & Gaynor Inc
Voleon Capital Management Lp
Northeast Financial Consultants Inc
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
Temasek Holdings (Private) Ltd
Amalgamated Bank
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
Mediolanum International Funds Ltd
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
Westerkirk Capital Inc.
Voya Investment Management Llc
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
Clark Capital Management Group, Inc.
Coign Capital Advisors LLC
FourThought Financial Partners, LLC
Pathway Financial Advisors LLC
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
Toroso Investments, LLC
First Trust Advisors Lp
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
Arlington Trust Co LLC
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
Delos Wealth Advisors, LLC
Clifford Swan Investment Counsel Llc
Vectors Research Management, LLC
Fundamentun, Llc
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
Dorsey & Whitney Trust CO LLC
Creative Financial Designs Inc /adv
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
Mirae Asset Global Investments Co., Ltd.
Wealth Alliance
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
Shell Asset Management Co
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A
Johnson Investment Counsel Inc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
Green Harvest Asset Management LLC
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
State of Tennessee, Treasury Department
Piscataqua Savings Bank
Scotia Capital Inc.
Mpwm Advisory Solutions, Llc
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
Trust Point Inc.
Triasima Portfolio Management inc.
Ashton Thomas Private Wealth, LLC
Chilton Capital Management Llc
Hall Laurie J Trustee
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
Continuum Advisory, LLC
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
Stockman Wealth Management, Inc.
Wesbanco Bank Inc
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
Contravisory Investment Management, Inc.
OMERS ADMINISTRATION Corp
Delta Investment Management, LLC
Sierra Ocean, Llc
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
Price T Rowe Associates Inc /md/
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
Carret Asset Management, Llc
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
Bank Julius Baer & Co. Ltd, Zurich
IAFMX - RBB FUND, INC. - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares
Vista Investment Partners Llc
Smithfield Trust Co
Cresset Asset Management, LLC
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
Hamilton Capital, LLC
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
Axq Capital, Lp
Nemes Rush Group LLC
Aware Super Pty Ltd as trustee of Aware Super
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
Portland Global Advisors LLC
Miracle Mile Advisors, LLC
Kentucky Retirement Systems
Capital Planning Advisors, LLC
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
Gabelli Equity Trust Inc
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
Lazard Asset Management Llc
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
Ameriflex Group, Inc.
Wingate Wealth Advisors, Inc.
Alpha Financial Partners, LLC
GWM Advisors LLC
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
NorthCrest Asset Manangement, LLC
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
PFS Partners, LLC
Auxier Asset Management
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
Vancity Investment Management Ltd
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
Ameriprise Financial Inc
Quadrant Capital Group Llc
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
Parthenon Llc
National Bank Of Canada /fi/
IHT Wealth Management, LLC
Beck Bode, LLC
BlackRock ETF Trust II - BlackRock Total Return ETF
Nippon Life Insurance Co
RVRB - ADVISORS SERIES TRUST - Reverb ETF
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
Howard Bailey Securities, Llc
Mayflower Financial Advisors, LLC
Noesis Capital Mangement Corp
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
Westend Capital Management LLC
Sachetta, LLC
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
AMG National Trust Bank
Mariner, LLC
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
Intellus Advisors LLC
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
Susquehanna Portfolio Strategies, LLC
Stance Capital Llc
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
SRN Advisors, LLC
Canton Hathaway, LLC
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
Rise Advisors, LLC
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
Cumberland Partners Ltd
Boyd Watterson Asset Management Llc/oh
Fayez Sarofim & Co
Strategic Investment Advisors / MI
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
Pensionfund Sabic
Kohmann Bosshard Financial Services, LLC
Wolverine Trading, Llc
Archvest Wealth Advisors, Inc.
Northwestern Mutual Wealth Management Co
Accurate Wealth Management, LLC
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
Heritage Investment Group, Inc.
PENN SERIES FUNDS INC - Flexibly Managed Fund
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
Gulf International Bank (UK) Ltd
BI Asset Management Fondsmaeglerselskab A/S
Dumont & Blake Investment Advisors Llc
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
Skandinaviska Enskilda Banken AB (publ)
Colonial Trust Advisors
PWS - Pacer Funds Trust - Pacer WealthShield ETF
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
Farther Finance Advisors, LLC
URTH - iShares, Inc. - iShares MSCI World ETF
Stratos Wealth Advisors, LLC
MAI Capital Management
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF
GeoWealth Management, LLC
RBF Capital, LLC
My Legacy Advisors, LLC
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
Atomi Financial Group, Inc.
Osborne Partners Capital Management, Llc
Minichmacgregor Wealth Management, Llc
Levin Capital Strategies, L.p.
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
Charles Schwab Investment Management Inc
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
Stokes Capital Advisors, LLC
PDS Planning, Inc
Howard Hughes Medical Institute
HHM Wealth Advisors, LLC
Drake & Associates, LLC
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
Concurrent Investment Advisors, LLC
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
UYG - PROSHARES TRUST - ProShares Ultra Financials
Dynasty Wealth Management, Llc
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
Sarasin & Partners LLP
Baker Avenue Asset Management, LP
ACVF - ETF Opportunities Trust - American Conservative Values ETF
Bolthouse Investments, LLC
Parcion Private Wealth LLC
Bangor Savings Bank
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
New York Life Investment Management Llc
Fifth Third Bancorp
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
Azimuth Capital Investment Management LLC
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
Avantax Advisory Services, Inc.
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
Bank Of Nova Scotia Trust Co
Hamilton Point Investment Advisors, LLC
Red Tortoise LLC
Warther Private Wealth, LLC
Bowen Hanes & Co Inc
GW&K Investment Management, LLC
Union Heritage Capital, LLC
NorthRock Partners, LLC
Walleye Trading LLC
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
Transamerica Financial Advisors, Inc.
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
IFM Investors Pty Ltd
Advisor Group Holdings, Inc.
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund
Principal Securities, Inc.
Resources Investment Advisors, LLC.
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
Nvwm, Llc
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
Kinsale Capital Group, Inc.
Pitcairn Co
Peak Financial Advisors Llc
Maryland State Retirement & Pension System
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
NewEdge Wealth, LLC
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
ARS Investment Partners, LLC
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
St Germain D J Co Inc
Buckley Wealth Management, LLC
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
Putnam Fl Investment Management Co
Manchester Capital Management LLC
FSM Wealth Advisors, LLC
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
Journey Strategic Wealth Llc
Impact Capital Partners LLC
IMG Wealth Management, Inc.
Sunbelt Securities, Inc.
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
Securian Funds Trust - SFT Index 500 Fund Class 1
Western Wealth Management, LLC
Mission Creek Capital Partners, Inc.
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
Asahi Life Asset Management Co., Ltd.
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
Whipplewood Advisors, LLC
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
Segment Wealth Management, LLC
Eaton Vance Tax-managed Buy-write Opportunities Fund
Nicolet Advisory Services, Llc
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
Curat Global, LLC
First American Bank
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
Riggs Asset Managment Co. Inc.
Wealthbridge Capital Management, Llc
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
Canada Pension Plan Investment Board
Norden Group Llc
Richard P Slaughter Associates Inc
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
Addison Advisors LLC
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
Catalyst Financial Partners Llc
Edgemoor Investment Advisors, Inc.
Exchange Bank
M&t Bank Corp
Generali Investments CEE, investicni spolecnost, a.s.
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
Lindenwold Advisors
Illinois Municipal Retirement Fund
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
Envestnet Portfolio Solutions, Inc.
Clarkston Capital Partners, LLC
Drive Wealth Management, Llc
Vanguard Group Inc
Financiere des Professionnels - Fonds d,investissement inc.
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund
California Public Employees Retirement System
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
Pinnacle Wealth Planning Services, Inc.
Riverview Trust Co
Ensign Peak Advisors, Inc
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
Blueshift Asset Management, LLC
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
Beacon Capital Management, LLC
Hudson Valley Investment Advisors Inc /adv
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
Manufacturers Life Insurance Company, The
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
Gsa Capital Partners Llp
BlackRock Capital Allocation Trust
Mesirow Financial Investment Management, Inc.
Slocum, Gordon & Co LLP
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
TFC Financial Management
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
Donaldson Capital Management, Llc
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
Highline Wealth Partners Llc
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
Maseco Llp
Legacy Wealth Managment, LLC/ID
Sawgrass Asset Management Llc
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
Gratus Wealth Advisors, LLC
AdvisorNet Financial, Inc
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
Vinva Investment Management Ltd
Cromwell Holdings LLC
Capital International Investors
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
Smith, Salley & Associates
Twin Focus Capital Partners, Llc
Mount Yale Investment Advisors, LLC
Stifel Financial Corp
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
Bailard, Inc.
Mechanics Bank Trust Department
VLCGX - VALIC Co I - Large Capital Growth Fund
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
B. Metzler seel. Sohn & Co. AG
Fullcircle Wealth Llc
Evelyn Partners Investment Management LLP
Capital Wealth Planning, LLC
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
Sone Capital Management, LLC
McIlrath & Eck, LLC
Wealthspire Advisors, LLC
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
Nixon Peabody Trust Co
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
Nordea Investment Management Ab
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Allspring Global Investments Holdings, LLC
Islay Capital Management, Llc
Destination Wealth Management
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
Rathbone Brothers plc
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
Y.D. More Investments Ltd
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
National Wealth Management Group, LLC
Choate Investment Advisors
Ferguson Wellman Capital Management, Inc
WealthTrak Capital Management LLC
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
CIBC Private Wealth Group, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
Meridian Wealth Advisors, LLC
Salem Investment Counselors Inc
Nissay Asset Management Corp /japan/ /adv
Concord Wealth Partners
Geneva Partners, LLC
JGP Wealth Management, LLC
Qrg Capital Management, Inc.
Glenview Trust Co
Metis Global Partners, LLC
Meiji Yasuda Asset Management Co Ltd.
Prossimo Advisors, LLC
Rafferty Asset Management, LLC
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
Groupe la Francaise
Avion Wealth
American Century Companies Inc
EntryPoint Capital, LLC
Commerzbank Aktiengesellschaft /fi
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
Lmcg Investments, Llc
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
ZGFAX - AMERICAN BEACON FUNDS - American Beacon Ninety One Global Franchise Fund Y Class
LGT Financial Advisors LLC
Fidelis Capital Partners, LLC
Banque Cantonale Vaudoise
Bokf, Na
Bradley & Co. Private Wealth Management, LLC
Aspect Partners, LLC
Stephens Consulting, LLC
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
OneAscent Family Office, LLC
Benjamin Edwards Inc
MetLife Investment Management, LLC
New Mexico Educational Retirement Board
Park Place Capital Corp
Cahaba Wealth Management, Inc.
Ambassador Advisors, LLC
StoneX Group Inc.
Granite FO LLC
Ostrum Asset Management
Acorn Creek Capital Llc
Brown Advisory Inc
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
Susquehanna International Group, Llp
Agf Management Ltd
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
Essex Financial Services, Inc.
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
Conning Inc.
Burling Wealth Partners, Llc
Federation des caisses Desjardins du Quebec
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
Trust Co
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
Creekmur Asset Management LLC
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
REAP Financial Group, LLC
West Family Investments, Inc.
American National Bank
Kearns & Associates LLC
DAVENPORT & Co LLC
Garde Capital, Inc.
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
Soundwatch Capital LLC
Rogco, Lp
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
Bfsg, Llc
Mission Wealth Management, Lp
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Nilsine Partners, LLC
Hughes Financial Services, LLC
Gts Securities Llc
Shira Ridge Wealth Management
Essex Investment Management Co Llc
Atala Financial Inc
HB Wealth Management, LLC
Parnassus Investments /ca
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
Diversify Advisory Services, LLC
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
South Dakota Investment Council
Klp Kapitalforvaltning As
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
Checchi Capital Advisers, LLC
Main Line Retirement Advisors, LLC
Rossby Financial, LCC
AA Financial Advisors, LLC
Covestor Ltd
Mather Group, Llc.
Transcend Wealth Collective, Llc
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
Abn Amro Investment Solutions
Toronto Dominion Bank
SageView Advisory Group, LLC
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
Capital Analysts, Inc.
Bank Of Montreal /can/
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
EverSource Wealth Advisors, LLC
Treasurer of the State of North Carolina
Bonness Enterprises Inc
Lavaca Capital Llc
Te Ahumairangi Investment Management Ltd
Chatham Capital Group, Inc.
Siemens Fonds Invest GmbH
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
Gf Fund Management Co. Ltd.
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
IWB - iSHARES TRUST - iShares Russell 1000 ETF
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
Regent Peak Wealth Advisors LLC
Handelsbanken Fonder AB
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
Bancreek Capital Management, LP
BLPIX - Profunds - Bull Profund Investor Class
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
Jfs Wealth Advisors, Llc
PENN SERIES FUNDS INC - Index 500 Fund
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
Net Worth Advisory Group
Landscape Capital Management, L.l.c.
Mitchell & Pahl Private Wealth, Llc
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
Town & Country Bank & Trust CO dba First Bankers Trust CO
Opus Capital Group, LLC
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
Armstrong Advisory Group, Inc
Bank Of America Corp /de/
GM Advisory Group, Inc.
Oribel Capital Management, LP
Fisher Asset Management, LLC
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
Braun-Bostich & Associates Inc.
Laurel Wealth Advisors LLC
Prescott Group Capital Management, L.l.c.
Thompson Siegel & Walmsley Llc
Forum Financial Management, LP
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
Dunhill Financial, LLC
Raymond James Financial Inc
Cypress Capital Group
Lathrop Investment Management Corp
DekaBank Deutsche Girozentrale
Gries Financial Llc
Principle Wealth Partners Llc
Smartleaf Asset Management LLC
Global Endowment Management, LP
Nearwater Capital Markets, Ltd
Sage Mountain Advisors LLC
Algert Global Llc
Chilton Investment Co Llc
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
Lido Advisors, LLC
Avalon Trust Co
First Affirmative Financial Network
Bessemer Group Inc
Financial Engines Advisors L.L.C.
Kempen Capital Management N.v.
Raleigh Capital Management Inc.
Midwest Trust Co
Parkside Financial Bank & Trust
California State Teachers Retirement System
North Capital, Inc.
Morse Asset Management, Inc
DnB Asset Management AS
Cherry Tree Wealth Management, LLC
Albion Financial Group /ut
Brevan Howard Capital Management LP
Personal Cfo Solutions, Llc
Skopos Labs, Inc.
Dogwood Wealth Management LLC
Financial Advisory Service, Inc.
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
Opes Wealth Management LLC
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
DHJJ Financial Advisors, Ltd.
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
Townsquare Capital Llc
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
Parvin Asset Management, LLC
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
Impax Asset Management Group plc
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
44 Wealth Management Llc
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
Mcrae Capital Management Inc
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
Appleton Partners Inc/ma
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
Atwood & Palmer Inc
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
Palumbo Wealth Management LLC
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
Candriam Luxembourg S.C.A.
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
Total Investment Management Inc
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
Fulcrum Asset Management LLP
Mufg Securities Americas Inc.
Gryphon Financial Partners LLC
Ameritas Advisory Services, LLC
STXV - EA Series Trust - Strive 1000 Value ETF
Regions Financial Corp
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
Florida Financial Advisors, Llc
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
Park Square Financial Group, LLC
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
UMA Financial Services, Inc.
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
Everett Harris & Co /ca/
Leavell Investment Management, Inc.
Aurdan Capital Management, LLC
Sowell Financial Services LLC
Tokio Marine Asset Management Co Ltd
Strategic Wealth Partners, Ltd.
Jnl Series Trust - Jnl/wmc Value Fund (a)
BLI - Banque de Luxembourg Investments
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
Connecticut Wealth Management, LLC
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
TCI Wealth Advisors, Inc.
Parsons Capital Management Inc/ri
Centricity Wealth Management, LLC
Schaper Benz & Wise Investment Counsel Inc/wi
AlphaStar Capital Management, LLC
Red Cedar Investment Management, Llc
Heritage Wealth Advisors
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
Alteri Wealth LLC
Missouri Trust & Investment Co
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
Smart Money Group LLC
Advisors Preferred, LLC
Advance Capital Management, Inc.
Painted Porch Advisors LLC
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
Evermay Wealth Management Llc
Badgley Phelps Wealth Managers, LLC
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
Genesee Capital Advisors, LLC
Harbour Trust & Investment Management Co
Janney Montgomery Scott LLC
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
Everpar Advisors Llc
Mairs & Power Inc
Hartford Investment Management Co
Public Employees Retirement Association Of Colorado
Kovitz Investment Group Partners, LLC
Congress Wealth Management LLC / DE /
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
Enterprise Bank & Trust Co
Wesleyan Assurance Society
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
Berkshire Asset Management Llc/pa
PENN SERIES FUNDS INC - Large Cap Growth Fund
Capital Research Global Investors
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
Walleye Capital LLC
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
Woodward Diversified Capital, Llc
Allred Capital Management, LLC
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF
Geode Capital Management, Llc
OmniStar Financial Group, Inc.
Key FInancial Inc
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
Mitsubishi UFJ Asset Management (UK) Ltd.
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
Fjarde Ap-fonden /fourth Swedish National Pension Fund
Captrust Financial Advisors
Cornerstone Planning Group LLC
Hills Bank & Trust Co
Banque Pictet & Cie Sa
Great Lakes Advisors, Llc
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
M&G Plc
Caisse De Depot Et Placement Du Quebec
Sivia Capital Partners, LLC
C2C Wealth Management, LLC
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
Asset Allocation & Management Company, LLC
Dupont Capital Management Corp
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
Integrated Wealth Concepts LLC
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
Sabal Trust CO
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
Pnc Financial Services Group, Inc.
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
Eads & Heald Wealth Management
Edgestream Partners, L.P.
Centiva Capital, LP
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
Delta Financial Group, Inc.
Invesco Ltd.
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
Matthew Goff Investment Advisor, LLC
Private Wealth Asset Management, LLC
Profunds - Profund Vp Ultrabull
Stone House Investment Management, LLC
Boston Family Office Llc
NEOS Investment Management LLC
Main Street Financial Solutions, LLC
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
DecisionPoint Financial, LLC
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
Armis Advisers, LLC
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
Accent Capital Management, LLC
Venture Visionary Partners LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
Royal Bank Of Canada
Penserra Capital Management LLC
Bank of Jackson Hole Trust
PayPay Securities Corp
D'Orazio & Associates, Inc.
Tacita Capital Inc
Broadway Wealth Solutions, Inc.
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
Hardman Johnston Global Advisors LLC
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
Litman Gregory Asset Management LLC
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
Prudential Financial Inc
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
Becker Capital Management Inc
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
Klingman & Associates, LLC
Teachers Retirement System Of The State Of Kentucky
Bartlett & Co. Wealth Management Llc
Boltwood Capital Management
MONECO Advisors, LLC
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
Tyler-Stone Wealth Management
Veracity Capital LLC
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
Cornerstone Wealth Group, LLC
Neo Ivy Capital Management
Pacifica Partners Inc.
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
Ieq Capital, Llc
Ignite Planners, LLC
Ilmarinen Mutual Pension Insurance Co
Assetmark, Inc
Cohen Klingenstein LLC
Longboard Asset Management, LP
Credential Qtrade Securities Inc.
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
Hibernia Wealth Partners, LLC
Golden State Wealth Management, LLC
State Street Corp
Primecap Management Co/ca/
Perigon Wealth Management, LLC
Zrc Wealth Management, Llc
Amplify ETF Trust - Amplify AI Powered Equity ETF
Twin Peaks Wealth Advisors, LLC
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
Quartz Partners, LLC
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
Boston Private Wealth Llc
IMC-Chicago, LLC
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
IWV - iSHARES TRUST - iShares Russell 3000 ETF
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
Kestra Private Wealth Services, Llc
Quilter Plc
Carolina Wealth Advisors, LLC
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares
Boreal Capital Management LLC
James Hambro & Partners
Profunds - Profund Vp Financials
Hancock Whitney Corp
Founders Financial Securities Llc
Portside Wealth Group, LLC
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
Spectrum Wealth Advisory Group, LLC
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
Quantbot Technologies LP
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
1620 Investment Advisors, Inc.
Torray Llc
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
Renaissance Technologies Llc
Fiduciary Planning LLC
TD Capital Management LLC
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
Belpointe Asset Management LLC
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
Capital World Investors
Mark Sheptoff Financial Planning, Llc
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
Capital Advisors Inc/ok
Perritt Capital Management Inc
Cyndeo Wealth Partners, LLC
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
Plato Investment Management Ltd
Clean Yield Group
AlphaCore Capital LLC
Stephens Inc /ar/
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
Private Wealth Management Group, LLC
Strid Group, LLC
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
Semmax Financial Advisors Inc.
LGT Fund Management Co Ltd.
Snowden Capital Advisors LLC
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
Union Savings Bank
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
Quest Partners LLC
Brown, Lisle/cummings, Inc.
Chevy Chase Trust Holdings, Inc.
Turtle Creek Wealth Advisors, LLC
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
Crowley Wealth Management, Inc.
Boothbay Fund Management, Llc
Synergy Investment Management, LLC
Gilbert & Cook, Inc.
Rosenberg Matthew Hamilton
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
Schulz Wealth, LTD.
Twinbeech Capital Lp
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
Commerce Bank
Profund Advisors Llc
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
Schroder Investment Management Group
Powell Investment Advisors, LLC
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
Means Investment Co., Inc.
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
Ci Investments Inc.
Ckw Financial Group
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
BRYN MAWR TRUST Co
Country Trust Bank
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
Wall Street Access Asset Management, LLC
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
USS Investment Management Ltd
Keel Point, LLC
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
Nuveen S&p 500 Dynamic Overwrite Fund
Foundations Investment Advisors, LLC
Optimize Financial Inc
TFR Capital, LLC.
Zurcher Kantonalbank (Zurich Cantonalbank)
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
Institutional Investment Strategy Fund
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
Oppenheimer & Co Inc
Csenge Advisory Group
Bedrijfstakpensioenfonds Voor De Media Pno
Oppenheimer Asset Management Inc.
Swedbank AB
Kilter Group LLC
Heritage Trust Co
Patron Partners Advisors, Llc
Thrivent Financial For Lutherans
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
Balyasny Asset Management Llc
Stonegate Investment Group, LLC
Nordwand Advisors, LLC
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
Jnl Series Trust - Jnl/s&p 4 Fund (a)
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
Alpine Bank Wealth Management
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
Trust Asset Management LLC
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
Sava Infond d.o.o.
Activest Wealth Management
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
Calamos Strategic Total Return Fund
Investment Management Corp of Ontario
Rsm Us Wealth Management Llc
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
Dudley Capital Management, Llc
Oxinas Partners Wealth Management LLC
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
Dagco, Inc.
Hollencrest Capital Management
Advyzon Investment Management, LLC
Livforsakringsbolaget Skandia, Omsesidigt
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
Reynders McVeigh Capital Management, LLC
Savvy Advisors, Inc.
Detalus Advisors, LLC
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
American Capital Advisory, LLC
Quantinno Capital Management LP
Callan Family Office, LLC
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
1832 Asset Management L.P.
Police & Firemen's Retirement System of New Jersey
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
Coldstream Capital Management Inc
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
Richardson Capital Management LLC
True Wealth Design, LLC
Abound Wealth Management
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
Westover Capital Advisors, LLC
Palisades Hudson Asset Management, L.P.
U.S. Capital Wealth Advisors, LLC
Sigma Planning Corp
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
TBH Global Asset Management, LLC
Factory Mutual Insurance Co
DiNuzzo Private Wealth, Inc.
Point72 Asset Management, L.P.
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
Atlas Capital Advisors Llc
Dempze Nancy E
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
Amundi
Simplex Trading, Llc
United Advisor Group, LLC
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
Zions Bancorporation, National Association /ut/
Syon Capital Llc
VCULX - VALIC Co I - Growth Fund
Lansforsakringar Fondforvaltning AB (publ)
Jensen Investment Management Inc
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
Permanent Capital Management, LP
Hartline Investment Corp/
Bill Few Associates, Inc.
Sapient Capital Llc
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
MTM Investment Management, LLC
Vestcor Inc
Principia Wealth Advisory, LLC
OneAscent Investment Solutions LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
Venturi Wealth Management, LLC
TD Waterhouse Canada Inc.
Nuveen Multi-Asset Income Fund
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
Comerica Bank
Rehmann Capital Advisory Group
Sax Wealth Advisors, Llc
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
JustInvest LLC
Horizon Investments, LLC
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
Virtus Investment Advisers, Inc.
Mackenzie Financial Corp
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
D.a. Davidson & Co.
Dai-Ichi Life Insurance Company, Ltd
Meadow Creek Wealth Advisors Llc
Allworth Financial LP
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
Engineers Gate Manager LP
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
Ycg, Llc
Foguth Wealth Management, LLC.
Catalyst Capital Advisors LLC
Chicago Partners Investment Group LLC
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
GHP Investment Advisors, Inc.
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
Bay Harbor Wealth Management, LLC
State Board Of Administration Of Florida Retirement System
Proficio Capital Partners LLC
Quarry LP
Delap Wealth Advisory, Llc
Legacy Financial Advisors, Inc.
Paradigm Asset Management Co Llc
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
Norway Savings Bank
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A
SFY - Tidal ETF Trust - SoFi Select 500 ETF
North Star Asset Management Inc
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
NorthStar Asset Management LLC /NJ/
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
Sterling Wealth Management, Inc.
TFB Advisors LLC
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
PFG Investments, LLC
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
Dynamic Advisor Solutions LLC
Douglas Lane & Associates, LLC
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
Exchange Traded Concepts, Llc
HighTower Advisors, LLC
Dougherty Wealth Advisers LLC
Independent Advisor Alliance
Versant Capital Management, Inc
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
Wells Fargo & Company/mn
GMEZX - GuideStone Funds - Impact Equity Fund Investor
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
Logan Capital Management Inc
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
Wood Tarver Financial Group, LLC
Moss Adams Wealth Advisors LLC
Courier Capital Llc
Signal Advisors Wealth, LLC
Catalytic Wealth RIA, LLC
Nbc Securities, Inc.
Retirement Systems of Alabama
Advisors Capital Management, LLC
Forsta Ap-fonden
Angeles Wealth Management, Llc
GPS Wealth Strategies Group, LLC
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
ASB Consultores, LLC
Canada Post Corp Registered Pension Plan
Whittier Trust Co Of Nevada Inc
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
FSA Wealth Management LLC
Cerity Partners LLC
New England Capital Financial Advisors LLC
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
Stratos Wealth Partners, LTD.
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
Atria Investments Llc
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
Bouvel Investment Partners, LLC
Evernest Financial Advisors, LLC
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
Cohen & Steers, Inc.
S-Bank Fund Management Ltd
Welch & Forbes Llc
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
Jane Street Group, Llc
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
Plante Moran Financial Advisors, LLC
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
Vident Advisory, LLC
Verdence Capital Advisors LLC
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
Spdr S&p 500 Etf Trust
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
Capital International Ltd /ca/
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
Regency Capital Management Inc.\DE
Td Asset Management Inc
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
Childress Capital Advisors, Llc
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
CoreCap Advisors, LLC
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
Seacrest Wealth Management, Llc
Pinnacle Associates Ltd
DRW Securities, LLC
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
S&co Inc
Transce3nd, LLC
Capital Group Private Client Services, Inc.
Northwest & Ethical Investments L.P.
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
Cubist Systematic Strategies, LLC
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
Qtron Investments LLC
LPL Financial LLC
Utah Retirement Systems
United Capital Financial Advisers, Llc
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
Builder Investment Group Inc /adv
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund
Schear Investment Advisers, LLC
Aquatic Capital Management LLC
Barclays Plc
Trueblood Wealth Management, LLC
UNIVEST FINANCIAL Corp
Jump Financial, LLC
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
WPG Advisers, LLC
Stuart Chaussee & Associates, Inc.
Trexquant Investment LP
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
Ridgewood Investments LLC
Evercore Wealth Management, LLC
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A
Sentry Investment Management Llc
Johnson & White Wealth Management, LLC
Cornerstone Advisory, LLC
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
Tower View Investment Management & Research LLC
New Vernon Investment Management Llc
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
CI Private Wealth, LLC
Bridgewater Advisors Inc.
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
Kathmere Capital Management, LLC
BTS Asset Management, Inc.
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
Anchor Pointe Wealth Management, LLC
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
Everence Capital Management Inc
Caxton Associates Llp
BlackRock, Inc.
MQS Management LLC
Integrity Alliance, Llc.
Rice Hall James & Associates, Llc
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
IXG - iSHARES TRUST - iShares Global Financials ETF
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
Tri-continental Corp
Flagship Wealth Advisors, Llc
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
Artisan Partners Limited Partnership
Ancora Advisors, LLC
Opal Wealth Advisors, LLC
Kozak & Associates, Inc.
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
Pines Wealth Management, LLC
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
Legacy Advisory Services, LLC
Independence Bank of Kentucky
L2 Asset Management, LLC
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
ICONIQ Capital, LLC
R. W. Roge & Company, Inc.
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
Janus Henderson Group Plc
Capital Investment Advisors, LLC
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
Ascent Group, LLC
Sumitomo Mitsui Trust Holdings, Inc.
Dover Advisors, Llc
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
E Fund Management Co., Ltd.
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
SBI Securities Co., Ltd.
Norris Perne & French Llp/mi
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
Baird Financial Group, Inc.
Natixis Advisors, L.p.
S&t Bank/pa
Annandale Capital, LLC
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
Sarver Vrooman Wealth Advisors
Frazier Financial Advisors, LLC
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
Gladstone Institutional Advisory LLC
UBS Group AG
Tyche Wealth Partners LLC
FIL Ltd
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
Atlantic Trust, LLC
Pacer Advisors, Inc.
Umb Bank N A/mo
Brass Tax Wealth Management, Inc
MML Series Investment Fund II - MML Equity Rotation Fund Class II
Benchmark Financial Wealth Advisors, LLC
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
Signature Estate & Investment Advisors Llc
Access Financial Services, Inc.
Jpmorgan Chase & Co
Point72 Asia (Singapore) Pte. Ltd.
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
Edmond De Rothschild Holding S.a.
Jackson, Grant Investment Advisers, Inc.
Profunds - Profund Vp Large-cap Value
EBI - RBB Fund Trust - Longview Advantage ETF
Grimes & Company, Inc.
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
Old National Bancorp /in/
TCTC Holdings, LLC
V-Square Quantitative Management LLC
Tsfg, Llc
First Heartland Consultants, Inc.
RCS Financial Planning, LLC
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
General Partner, Inc.
Clear Street Markets Llc
VCBCX - VALIC Co I - Blue Chip Growth Fund
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
IAM Advisory, LLC
Colonial Trust Co / SC
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
Two Sigma Securities, Llc
Ausdal Financial Partners, Inc.
United Community Bank
Rossmore Private Capital
SRS Capital Advisors, Inc.
Ironwood Investment Counsel, LLC
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
Texas Permanent School Fund
Change Path, LLC
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
Modera Wealth Management, LLC
Aptus Capital Advisors, LLC
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A
King Luther Capital Management Corp
Waverton Investment Management Ltd
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
Gabelli Funds Llc
Ritter Daniher Financial Advisory LLC / DE
Public Employees Retirement System Of Ohio
Shelton Capital Management
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
Zacks Investment Management
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
Premier Path Wealth Partners, LLC
WASHINGTON TRUST Co
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
Avanza Fonder AB
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
BlackRock ESG Capital Allocation Trust
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
Northwest Capital Management Inc
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
KBC Group NV
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
Cullen/frost Bankers, Inc.
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
Duncan Williams Asset Management, LLC
Korea Investment CORP
Virtu Financial LLC
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
Neuberger Berman Group LLC
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
Revisor Wealth Management LLC
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
Kelly Financial Services LLC
TrueMark Investments, LLC
TORYX - RBB Fund Trust - Torray Fund
North Star Investment Management Corp.
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
Los Angeles Capital Management Llc
Chung Wu Investment Group, LLC
Citizens & Northern Corp
Union Bancaire Privee, UBP SA
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
Investment Advisory Services Inc /tx /adv
Arizona State Retirement System
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
Cable Hill Partners, LLC
Baillie Gifford & Co
Calamos Advisors LLC
Two Sigma Investments, Lp
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
New Age Alpha Advisors, LLC
London & Capital Asset Management Ltd
Scientech Research LLC
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
Aigen Investment Management, Lp
Hrt Financial Lp
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
FORA Capital, LLC
Brookstone Capital Management
Wimmer Associates 1, Llc
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
Nomura Holdings Inc
Farmers & Merchants Investments Inc
ProShare Advisors LLC
Aegon Asset Management Uk Plc
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
Brentview Investment Management LLC
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
Intech Investment Management Llc
RDA Financial Network
Anchor Investment Management, LLC
Insigneo Advisory Services, Llc
Valued Wealth Advisors LLC
Vicus Capital
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
Fielder Capital Group LLC
Beacon Pointe Advisors, LLC
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
Penobscot Investment Management Company, Inc.
Legacy Wealth Asset Management, LLC
Summit Global Investments
Mml Investors Services, Llc
Harbor Investment Advisory, Llc
US Asset Management LLC
Austin Private Wealth, LLC
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
Ethic Inc.
YOKE - EA Series Trust - Yoke Core ETF
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
Prosperity Consulting Group, LLC
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
Fortitude Family Office, LLC
Grove Bank & Trust
Principal Financial Group Inc
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund
Elo Mutual Pension Insurance Co
Envestnet Asset Management Inc
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
CX Institutional
Dimensional Fund Advisors Lp
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
STRV - EA Series Trust - Strive 500 ETF
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
Volterra Technologies LP
Swiss National Bank
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Crawford Investment Counsel Inc
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
Cornerstone Total Return Fund Inc
Hutchinson Capital Management/ca
Minot DeBlois Advisors LLC
ISAM Funds (UK) Ltd
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
White Pine Investment CO
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
Burke & Herbert Bank & Trust Co
Toth Financial Advisory Corp
Symphony Financial, Ltd. Co.
New Hampshire Trust
Corient IA LLC
Westpac Banking Corp
Stephenson National Bank & Trust
Cito Capital Group, LLC
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
Us Bancorp \de\
Bennett Selby Investments Lp
Eastern Bank
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
Cape Cod Five Cents Savings Bank
Talisman Wealth Advisors LLC
Quotient Wealth Partners, LLC
Polar Capital Holdings Plc
McAdam, LLC
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
Walter Public Investments Inc.
Mma Asset Management Llc
Avestar Capital, LLC
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
Atticus Wealth Management, Llc
Red Door Wealth Management, LLC
German American Bancorp, Inc.
TigerOak Management, L.L.C.
Five Oceans Advisors
Kanawha Capital Management Llc
Empowered Funds, LLC
Citadel Advisors Llc
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
Riverwater Partners LLC
LS Investment Advisors, LLC
Global Retirement Partners, LLC
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
Ubs Asset Management Americas Inc
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
Deseret Mutual Benefit Administrators
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
Orion Portfolio Solutions, LLC
RMB Capital Management, LLC
TAX - EA Series Trust - Cambria Tax Aware ETF
T. Rowe Price Investment Management, Inc.
Tradewinds Capital Management, LLC
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
Unigestion Holding SA
Veritas Investment Partners (UK) Ltd.
Cryder Capital Partners LLP
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
Advanced Series Trust - Ast Advanced Strategies Portfolio
Guggenheim Capital Llc
Sanibel Captiva Trust Company, Inc.
Diversified Enterprises, LLC
Aprio Wealth Management, LLC
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
Millstone Evans Group, LLC
Integrated Advisors Network LLC
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
Parallel Advisors, LLC
Parisi Gray Wealth Management
HCR Wealth Advisors
Level Four Advisory Services, Llc
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
Binnacle Investments Inc
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
Financial Perspectives, Inc
Calamos Wealth Management LLC
EULAV Asset Management
Ninety One SA (PTY) Ltd
Robeco Institutional Asset Management B.V.
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
Advisory Services Network, LLC
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
PICTET BANK & TRUST Ltd
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
Chesley Taft & Associates LLC
AE Wealth Management LLC
TOWER TRUST & INVESTMENT Co
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
CVRD - Madison ETFs Trust - Madison Covered Call ETF
CBOE Vest Financial, LLC
INFL - Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
Steward Partners Investment Advisory, Llc
Core Alternative Capital
Prospera Financial Services Inc
Essex LLC
OneAscent Financial Services LLC
Redwood Park Advisors LLC
Resona Asset Management Co.,Ltd.
Pictet Asset Management Holding SA
First Citizens Bank & Trust Co
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
National Pension Service
Unique Wealth, Llc
Wiley Bros.-aintree Capital, Llc
Marcum Wealth, LLC
Citizens Business Bank
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
Tritonpoint Wealth, Llc
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
CIBC World Markets Inc.
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
Andra AP-fonden
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
Charter Trust Co
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
Connor, Clark & Lunn Investment Management Ltd.
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
Spire Wealth Management
Matrix Trust Co
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
Waller Financial Planning Group, Inc
DAACX - Adviser Managed Trust - Diversified Equity Fund
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund
Tcw Group Inc
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
Mizuho Securities Usa Llc
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
Schonfeld Strategic Advisors LLC
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
Hara Capital LLC
Glenmede Investment Management, LP
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
Fiduciary Alliance LLC
Royal London Asset Management Ltd
Quest 10 Wealth Builders, Inc.
SOUTH STATE Corp
Kondo Wealth Advisors, Inc.
Arkadios Wealth Advisors
LeClair Wealth Partners LLC
Smith & Howard Wealth Management, LLC
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
ExodusPoint Capital Management, LP
Banco Santander, S.A.
Kimelman & Baird, LLC
Ninety One North America, Inc.
Hsbc Holdings Plc
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
Mattern Capital Management, Llc
TKG Advisors, LLC
Victrix Investment Advisors
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
Graypoint LLC
Ritholtz Wealth Management
Aqr Capital Management Llc
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
Davis R M Inc
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
Empower Advisory Group, LLC
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
Hm Payson & Co
Fmr Llc
111 Capital
Hudson Bay Capital Management LP
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
Ameritas Investment Partners, Inc.
Elmwood Wealth Management, Inc.
Cornerstone Strategic Value Fund Inc
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
Sagespring Wealth Partners, Llc
Cambridge Investment Research Advisors, Inc.
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
Washington Trust Advisors, Inc.
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
Kestra Investment Management, LLC
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
Kestra Advisory Services, LLC
Private Advisor Group, LLC
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
Annis Gardner Whiting Capital Advisors, LLC
VSM Wealth Advisory, LLC
SJS Investment Consulting Inc.
Ellevest, Inc.
Princeton Global Asset Management LLC
Argent Trust Co
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
Dakota Wealth Management
Sciencast Management LP
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
Sfmg, Llc
Great Valley Advisor Group, Inc.
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
ULPIX - Profunds - Ultrabull Profund Investor Class
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
Wetherby Asset Management Inc
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
UniSuper Management Pty Ltd
Procyon Private Wealth Partners, LLC
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
Parkworth Wealth Management, Inc.
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
Verus Capital Partners, Llc
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
Sumitomo Life Insurance Co
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
Mn Services Vermogensbeheer B.V.
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
LGPIX - Profunds - Large-cap Growth Profund Investor Class
Occidental Asset Management, LLC
RFG Advisory, LLC
LGT Group Foundation
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
Trust Co Of Vermont
NJ State Employees Deferred Compensation Plan
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
Prudential Plc
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
Solstein Capital, LLC
Harbour Investments, Inc.
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
PFG Advisors
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
Tower Research Capital LLC (TRC)
Thurston, Springer, Miller, Herd & Titak, Inc.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
OneAscent Wealth Management LLC
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund
Fifth Third Wealth Advisors LLC
Standard Life Aberdeen plc
Equitable Holdings, Inc.
Center For Asset Management LLC
Cary Street Partners Financial Llc
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
Heritage Wealth Management, Inc.
Foyston, Gordon, & Payne Inc
Northern Trust Corp
Coastline Trust Co
Gotham Asset Management, LLC
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
Man Group plc
We Are One Seven, LLC
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
Global Wealth Strategies & Associates
SG Americas Securities, LLC
Novem Group
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
Alta Advisers Ltd
Evergreen Capital Management Llc
Ofi Invest Asset Management
Horizon Bancorp Inc /in/
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
Wsfs Capital Management, Llc
Wolff Wiese Magana Llc
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
Crewe Advisors LLC
Acadian Asset Management Llc
Wedbush Securities Inc
Bank of New Hampshire
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
1248 Management, LLC
Xponance, Inc.
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
IPDP - Listed Funds Trust - Dividend Performers ETF
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
Gamco Investors, Inc. Et Al
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
Brown Brothers Harriman & Co
Paradigm Financial Partners, Llc
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
Nations Financial Group Inc, /ia/ /adv
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
Mogy Joel R Investment Counsel Inc
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
Martingale Asset Management L P
MCF Advisors LLC
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
Lockerman Financial Group, Inc.
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
D. E. Shaw & Co., Inc.
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
Vontobel Holding Ltd.
Horizon Kinetics Asset Management Llc
Asset Dedication, LLC
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
Cary Street Partner Investment Advisory Llc
Moran Wealth Management, LLC
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
Alerus Financial Na
Yousif Capital Management, Llc
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
Eaton Vance Tax-managed Buy-write Income Fund
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
WealthCollab, LLC
Klingenstein Fields & Co Lp
Cascade Financial Partners, LLC
Bnp Paribas
Mercer Global Advisors Inc /adv
Guardian Wealth Advisors, Llc / Nc
Lgt Capital Partners Ltd.
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
Breakwater Capital Group
Sei Investments Co
AMCPX - AMCAP FUND - AMCAP FUND Class A
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
Hantz Financial Services, Inc.
Williams Jones Wealth Management, LLC.
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
Nomura Asset Management Co Ltd
Truefg, Llc
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
Summit Trail Advisors, Llc
Wealthcare Advisory Partners LLC
Plancorp, LLC
MASTERINVEST Kapitalanlage GmbH
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
Glen Eagle Advisors, LLC
Marshall Financial Group LLC
Allianz Asset Management GmbH
Simon Quick Advisors, Llc
Wealthfront Advisers Llc
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
Annex Advisory Services, LLC
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
Operose Advisors LLC
Park Avenue Securities Llc
Mascoma Wealth Management LLC
Greenleaf Trust
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
iA Global Asset Management Inc.
Empirical Finance, LLC
Clal Insurance Enterprises Holdings Ltd
Sound Income Strategies, LLC
Boston Trust Walden Corp
Vestor Capital, Llc
Court Place Advisors, LLC
Taddei, Ludwig & Associates, Inc.
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
VeraBank, N.A.
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
Asset Planning,Inc
Strategic Wealth Designers
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
Assenagon Asset Management S.A.
Vestmark Advisory Solutions, Inc.
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
Freestone Capital Holdings, LLC
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
Capital Fund Management S.a.
SlateStone Wealth, LLC
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
Daymark Wealth Partners, Llc
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
Ariston Services Group
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
Eqis Capital Management, Inc.
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
Diligent Investors, LLC
SCS Capital Management LLC
Goldman Sachs Group Inc
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
ULTRA SERIES FUND - Large Cap Growth Fund Class I
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
Bank of Marin
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio
Close Asset Management Ltd
Wela Strategies, Inc.
State of New Jersey Common Pension Fund D
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
Flagship Harbor Advisors, Llc
Matauro, Llc
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
Richardson Financial Services Inc.
Crews Bank & Trust
Bruce G. Allen Investments, LLC
Ogorek Anthony Joseph /ny/ /adv
Dundas Partners LLP
VEGN - ETF Series Solutions - US Vegan Climate ETF
Humankind Benefit Corp - Humankind US Stock ETF
Moors & Cabot, Inc.
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
Copia Wealth Management
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
Madison Covered Call & Equity Strategy Fund
NewSquare Capital LLC
Tiaa Trust, National Association
Squarepoint Ops LLC
CWA Asset Management Group, LLC
VGLSX - VALIC Co I - Global Strategy Fund
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
Archer Investment Corp
Crestwood Advisors Group LLC
Magnetar Financial LLC
Clear Creek Financial Management, LLC
Neville Rodie & Shaw Inc
Qube Research & Technologies Ltd
Iron Horse Wealth Management, LLC
Ashton Thomas Securities, Llc
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
Pensionmark Financial Group, Llc
Yoffe Investment Management, LLC
Arete Wealth Advisors, LLC
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
Axa S.a.
Rakuten Investment Management, Inc.
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
Aster Capital Management (DIFC) Ltd
Signaturefd, Llc
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
Mbb Public Markets I Llc
Kessler Investment Group, LLC
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
Capstone Investment Advisors, Llc
CBIZ Investment Advisory Services, LLC
Soltis Investment Advisors LLC
IFP Advisors, Inc
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
SOL Capital Management CO
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
Perkins Coie Trust Co
VCGAX - VALIC Co I - Growth & Income Fund
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
CENTRAL TRUST Co
Profunds - Profund Vp Large-cap Growth
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
Resonant Capital Advisors, LLC
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
Indiana Trust & Investment Management CO
Trust Co Of Toledo Na /oh/
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
Spirepoint Private Client, Llc
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
Swmg, Llc
ORG Partners LLC
First United Bank Trust/
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
HBK Sorce Advisory LLC
ASR Vermogensbeheer N.V.
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
Atria Wealth Solutions, Inc.
CHICAGO TRUST Co NA
Other Listings
MX:MMC
PE:MMC
IT:1MMC €181.35
AT:MMCO
DE:MSN €175.70
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