| Clarkston Capital Partners, LLC |
Rochester, MI |
5/14/2026 |
| Clark & Stuart, Inc |
Portland, ME |
4/13/2026 |
| Clark Wealth Partners |
O'fallon, IL |
5/12/2026 |
| Claro Advisors Inc. |
Boston, MA |
4/21/2026 |
| Clarus Group, Inc. |
Houston, TX |
4/21/2026 |
| Clarus Wealth Advisors |
Peoria, AZ |
4/8/2026 |
| Clay Northam Wealth Management, LLC |
Huntington Beach, CA |
4/28/2026 |
| Clayton, Dubilier & Rice, LLC |
New York, NY |
5/8/2026 |
| Clayton Financial Group LLC |
St. Louis, MO |
4/13/2026 |
| Clayton Partners LLC |
Berkeley, CA |
5/15/2026 |
| Clean Energy Transition LLP |
London, X0 |
5/15/2026 |
| Clean Yield Group |
Norwich, VT |
4/14/2026 |
| ClearAlpha Technologies LP |
Greenwich, CT |
5/15/2026 |
| Clearbridge Investments, LLC |
New York, NY |
5/13/2026 |
| Clear Creek Financial Management, LLC |
Silverdale, WA |
4/23/2026 |
| CLEARFIELD CAPITAL MANAGEMENT LP |
New York, NY |
5/15/2026 |
| Clear Harbor Asset Management, LLC |
Stamford, CT |
5/5/2026 |
| CLEAR INVESTMENT RESEARCH, LLC |
Alpharetta, GA |
5/4/2026 |
| CLEARLAKE CAPITAL GROUP, L.P. |
Santa Monica, CA |
5/15/2026 |
| Clearline Capital LP |
New York, NY |
5/15/2026 |
| Clear Point Advisors Inc. |
Melville, NY |
4/29/2026 |
| Clear Retirement Advice LLC |
San Mateo, CA |
4/28/2026 |
| Clearstead Advisors, LLC |
Cleveland, OH |
5/6/2026 |
| Clearstead Trust, LLC |
Portland, ME |
5/6/2026 |
| Clear Street Group Inc. |
New York, NY |
5/15/2026 |
| Clear Trail Advisors, LLC |
Houston, TX |
4/17/2026 |
| Clearview Wealth Management LLC |
Irvine, CA |
5/15/2026 |
| Clearwater Capital Advisors, LLC |
Hoffman Estates, IL |
5/13/2026 |
| Clearwave Capital, LLC |
Upland, CA |
4/29/2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC |
Red Bank, NJ |
5/13/2026 |
| CLG LLC |
Long Beach, CA |
5/14/2026 |
| CLIENT 1ST ADVISORY GROUP, LLC |
Dunedin, FL |
4/15/2026 |
| Client First Capital LLC |
San Diego, CA |
4/27/2026 |
| Client First Investment Management LLC |
West Bend, WI |
4/13/2026 |
| Clientfirst Wealth Management, LLC |
Little Rock, AR |
5/1/2026 |
| Clifford Group, LLC |
Wayland, MA |
5/15/2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC |
Pasadena, CA |
5/6/2026 |
| Cliffwater LLC |
Marina Del Rey, CA |
5/13/2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
Minneapolis, MN |
4/9/2026 |
| Climber Capital SA |
Nyon, V8 |
5/1/2026 |
| Clio Asset Management LLC |
Charlottesville, VA |
4/21/2026 |
| Closed-End Fund Advisors, Inc. |
Richmond, VA |
5/11/2026 |
| CloudAlpha Capital Management Limited/Hong Kong |
Hong Kong, K3 |
5/13/2026 |
| Cloud Capital Management, LLC |
Seattle, WA |
5/12/2026 |
| CLOUGH CAPITAL PARTNERS L P |
Boston, MA |
5/15/2026 |
| CLOVERFIELDS CAPITAL GROUP, LP |
Minneapolis, MN |
5/14/2026 |
| Clutterbuck Capital Management LLC |
Cleveland, OH |
5/14/2026 |
| C M BIDWELL & ASSOCIATES LTD |
Honolulu, HI |
5/15/2026 |
| CMC Financial Group |
Atlanta, GA |
5/8/2026 |
| CMG Global Holdings, LLC |
Plano, TX |
5/1/2026 |
| CMH Wealth Management LLC |
Portsmouth, NH |
4/13/2026 |
| CM Management, LLC |
Gulf Breeze, FL |
5/8/2026 |
| CMT Capital Markets Trading GmbH |
Chicago, IL |
5/15/2026 |
| CM WEALTH ADVISORS LLC |
Beachwood, OH |
5/8/2026 |
| CNA FINANCIAL CORP |
Chicago, IL |
5/15/2026 |
| CNB Bank |
Clearfield, PA |
5/6/2026 |
| CNO Financial Group, Inc. |
Carmel, IN |
5/13/2026 |
| Coalescence Partners Investment Management, LP |
New York, NY |
5/14/2026 |
| Coastal Bridge Advisors, LLC |
Westport, CT |
5/14/2026 |
| Coastline Complete Wealth LLC |
Bluffton, SC |
5/22/2026 |
| Coastline Trust Co |
Providence, RI |
4/3/2026 |
| Coastwise Capital Group, LLC |
La Jolla, CA |
5/8/2026 |
| COATUE MANAGEMENT LLC |
New York, NY |
5/15/2026 |
| COBALT CAPITAL MANAGEMENT, INC. |
Short Hills, NJ |
5/15/2026 |
| Cobblestone Asset Management LLC |
Richmond, VA |
4/28/2026 |
| Code Waechter LLC |
Tampa, FL |
4/15/2026 |
| Codex Capital Asset Management L.L.C. |
Dallas, TX |
4/16/2026 |
| COERENTE CAPITAL MANAGEMENT |
Toronto, A6 |
4/17/2026 |
| COFG Advisors, LLC |
Oak Brook, IL |
5/11/2026 |
| CogentBlue Wealth Advisors, LLC |
Knoxville, TN |
4/16/2026 |
| Cogent Private Wealth, Inc. |
Orlando, FL |
4/13/2026 |
| COGENT STRATEGIC WEALTH LLC |
Chicago, IL |
5/4/2026 |
| Cohalo Advisory LLC |
Snoqualmie, WA |
4/30/2026 |
| Cohen Capital Management, Inc. |
Corte Madera, CA |
4/14/2026 |
| Cohen Investment Advisors LLC |
Bedford, NH |
4/28/2026 |
| Cohen Klingenstein LLC |
New York, NY |
4/15/2026 |
| COHEN & STEERS, INC. |
New York, NY |
5/15/2026 |
| Coign Capital Advisors LLC |
Draper, UT |
5/15/2026 |
| CoinFund Management LLC |
New York, NY |
5/15/2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC |
Bellevue, WA |
5/8/2026 |
| Coleford Investment Management Ltd. |
Toronto, Ontario, Z4 |
5/11/2026 |
| Coliseum Capital Management, LLC |
Rowayton, CT |
5/15/2026 |
| Collaborative Fund Advisors, LLC |
Reno, NV |
4/28/2026 |
| Collaborative Wealth Managment Inc. |
Lake Mary, FL |
5/5/2026 |
| Collar Capital Management, LLC |
Appleton, WI |
5/14/2026 |
| COLLECTIVE FAMILY OFFICE LLC |
York, PA |
4/2/2026 |
| Collier Financial |
Denver, CO |
5/12/2026 |
| Colonial River Investments, LLC |
Midlothian, VA |
4/27/2026 |
| Colonial Trust Advisors |
Spartanburg, SC |
5/12/2026 |
| Colonial Trust Co / SC |
Spartanburg, SC |
5/12/2026 |
| Colony Family Offices, LLC |
Charlotte, NC |
4/21/2026 |
| Colorado Capital Management, Inc. |
Boulder, CO |
4/14/2026 |
| COLRAIN CAPITAL LLC |
Boston, MA |
5/12/2026 |
| Colter Lewis Investment Partners LLC |
Greenwich, CT |
5/15/2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC |
Asheville, NC |
4/30/2026 |
| COLUMBIA ADVISORY PARTNERS LLC |
Spokane, WA |
4/23/2026 |
| Columbia Asset Management |
Ann Arbor, MI |
4/21/2026 |
| Columbia Bank |
Lake Oswego, OR |
4/28/2026 |
| Columbia River Financial Group, LLC |
Vancouver, WA |
5/12/2026 |
| Columbus Hill Capital Management, L.P. |
Short Hills, NJ |
5/13/2026 |
| Columbus Macro, LLC |
New Castle, PA |
4/21/2026 |
| Column Group LLC |
San Francisco, CA |
5/18/2026 |
| COMGEST GLOBAL INVESTORS S.A.S. |
Paris, I0 |
5/13/2026 |
| Commerce Advisors, LLC |
Memphis, TN |
5/12/2026 |
| COMMERCE BANK |
Kansas City, MO |
5/11/2026 |
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
Frankfurt, 2M |
5/7/2026 |
| Commodore Capital LP |
New York, NY |
5/15/2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS |
Norwalk, CT |
5/15/2026 |
| COMMONS CAPITAL, LLC |
Needham, MA |
4/30/2026 |
| COMMONWEALTH BANK OF AUSTRALIA |
Sydney, Nsw, C3 |
5/13/2026 |
| COMMONWEALTH EQUITY SERVICES, LLC |
Waltham, MA |
4/27/2026 |
| Commonwealth Financial Services, LLC |
Vienna, WV |
5/7/2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
Harrisburg, PA |
5/1/2026 |
| Commonwealth Retirement Investments LLC |
Richmond, VA |
5/11/2026 |
| Community Bank, N.A. |
Dewitt, NY |
5/12/2026 |
| Community Bank of Raymore |
Raymore, MO |
4/17/2026 |
| Community Bank & Trust, Waco, Texas |
Waco, TX |
4/17/2026 |
| Community Financial Services Group, LLC |
Newport, VT |
4/8/2026 |
| COMMUNITY TRUST & INVESTMENT CO |
Lexington, KY |
4/13/2026 |
| Compagnie Lombard Odier SCmA |
1204 Geneva, V8 |
4/15/2026 |
| Compass Advisory Group LLC |
Melville, NY |
4/21/2026 |
| COMPASS CAPITAL CORP /MA/ /ADV |
Braintree, MA |
5/8/2026 |
| COMPASS CAPITAL MANAGEMENT, INC |
Minneapolis, MN |
5/21/2026 |
| Compass Financial Group, Inc. |
Deerfield Beach, FL |
5/5/2026 |
| Compass Financial Group, Inc. (Ohio) |
Dublin, OH |
5/8/2026 |
| Compass Financial Group, INC/SD |
Sioux Falls, SD |
4/29/2026 |
| Compass Financial Services Inc |
West Des Moines, IA |
5/1/2026 |
| Compass Ion Advisors, LLC |
Conshohocken, PA |
4/13/2026 |
| Compass Planning Associates Inc |
Greenfield, MA |
4/21/2026 |
| Compass Rose Asset Management, LP |
New York, NY |
5/14/2026 |
| Compass Wealth Management LLC |
Guilford, CT |
4/21/2026 |
| Compass Wealth Management, LLC/GA |
Atlanta, GA |
5/15/2026 |
| Composition Wealth, LLC |
Los Angeles, CA |
4/8/2026 |
| Compound Global Advisors, LLC |
Mercer Island, WA |
5/7/2026 |
| Compound Planning, Inc. |
New York, NY |
5/14/2026 |
| Comprehensive Financial Consultants Institutional, Inc. |
Bloomington, IN |
5/8/2026 |
| Comprehensive Financial Management LLC |
Los Gatos, CA |
5/15/2026 |
| Comprehensive Financial Planning, Inc./PA |
East Petersburg, PA |
4/7/2026 |
| Comprehensive Money Management Services LLC |
Coral Gables, FL |
4/23/2026 |
| Comprehensive Wealth Management, LLC |
Lynnwood, WA |
5/14/2026 |
| Compton Financial Group, LLC |
Towson, MD |
4/28/2026 |
| Compton Wealth Advisory Group, LLC |
Virginia Beach, VA |
4/14/2026 |
| Concentric Capital Strategies, LP |
Stamford, CT |
5/15/2026 |
| Concentrum Wealth Management |
San Jose, CA |
5/4/2026 |
| Concord Asset Management, LLC/VA |
Abingdon, VA |
5/1/2026 |
| Concorde Asset Management, LLC |
Ann Arbor, MI |
6/1/2026 |
| Concorde Financial Corp |
Dallas, TX |
5/15/2026 |
| Concord Investment Counsel Inc. |
Irvine, CA |
5/13/2026 |
| Concord Wealth Partners |
Abingdon, VA |
5/1/2026 |
| Concurrent Investment Advisors, LLC |
Tampa, FL |
4/21/2026 |
| Condire Management, LP |
Dallas, TX |
5/15/2026 |
| CONDOR CAPITAL MANAGEMENT |
Martinsville, NJ |
5/11/2026 |
| Conestoga Capital Advisors, LLC |
Wayne, PA |
4/24/2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
St. Louis, MO |
4/1/2026 |
| Confluence Wealth Services, Inc. |
Mcmurray, PA |
5/7/2026 |
| CONGRESS ASSET MANAGEMENT CO |
Boston, MA |
4/14/2026 |
| Congress Park Capital LLC |
Saratoga Springs, NY |
4/14/2026 |
| Congruence Capital, LLC |
Los Angeles, CA |
5/14/2026 |
| Conifer Management, L.L.C. |
New York, NY |
5/15/2026 |
| CONNABLE OFFICE INC |
Kalamazoo, MI |
4/29/2026 |
| Connecticut Capital Management Group, LLC |
Milford, CT |
4/13/2026 |
| Connecticut Wealth Management, LLC |
Farmington, CT |
5/1/2026 |
| Connective Capital Management, LLC |
Palo Alto, CA |
5/13/2026 |
| Connective Portfolio Management, LLC |
New York, NY |
4/16/2026 |
| CONNING INC. |
Hartford, CT |
4/30/2026 |
| Connor, Clark & Lunn Investment Management Ltd. |
Vancouver, A1 |
5/11/2026 |
| CONNORS INVESTOR SERVICES INC |
Wyomissing, PA |
5/15/2026 |
| CONQUIS FINANCIAL LLC |
Milbrae, CA |
5/7/2026 |
| Conrad N. Hilton Foundation |
Westlake Village, CA |
5/15/2026 |
| Conrad Siegel Investment Advisors, Inc. |
Harrisburg, PA |
4/13/2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC |
Atlanta, GA |
4/23/2026 |
| Conservest Capital Advisors, Inc. |
Wynnewood, PA |
5/4/2026 |
| CONSILIO WEALTH ADVISORS, LLC |
Bellevue, WA |
5/4/2026 |
| Consilium Wealth Advisory, LLC |
Frisco, TX |
4/20/2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
Burbank, CA |
4/15/2026 |
| Consolidated Investment Group LLC |
Englewood, CO |
5/4/2026 |
| Consolidated Portfolio Review Corp |
Woodbury, NY |
4/27/2026 |
| CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD |
Sydney, C3 |
5/15/2026 |
| Constant Guidance Financial LLC |
Attleboro Falls, MA |
5/18/2026 |
| Constellation Investments, Inc. |
Montgomery, OH |
4/22/2026 |
| Constitution Capital LLC |
Shelton, CT |
4/9/2026 |
| Consulta Ltd |
London, X0 |
5/15/2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. |
San Juan, PR |
5/13/2026 |
| Contango Wealth Management LLC |
Oakland, CA |
6/9/2026 |
| Context Capital Management, LLC |
Lajolla, CA |
5/7/2026 |
| CONTINENTAL ADVISORS LLC |
Park City, UT |
5/15/2026 |
| CONTINENTAL GENERAL INSURANCE CO |
Austin, TX |
5/14/2026 |
| CONTINENTAL GRAIN CO |
New York, NY |
5/12/2026 |
| CONTINENTAL INVESTORS SERVICES, INC. |
Longview, WA |
5/15/2026 |
| Continuum Advisory, LLC |
Eagle, ID |
4/22/2026 |
| CONTINUUM WEALTH ADVISORS, LLC |
Saratoga Springs, NY |
5/7/2026 |
| Contour Asset Management LLC |
New York, NY |
5/15/2026 |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. |
Greenwich, CT |
5/15/2026 |
| Contrarius Group Holdings Ltd |
Hamilton, D0 |
5/11/2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
Norwell, MA |
4/20/2026 |
| Convergence Financial, LLC |
Columbia, MO |
5/11/2026 |
| Convergence Investment Partners, LLC |
Palm Beach Gardens, FL |
5/7/2026 |
| Converium Capital Inc. |
Montreal, A8 |
5/22/2026 |
| Conversant Capital LLC |
Summit, NJ |
5/15/2026 |
| CONWAY CAPITAL MANAGEMENT, INC. |
Burbank, CA |
5/7/2026 |