CL:IVE / iShares Trust - iShares S&P 500 Value ETF - Net Long/Short Value

iShares Trust - iShares S&P 500 Value ETF
CL ˙ SNSE ˙ US4642874089
CL:IVE / iShares Trust - iShares S&P 500 Value ETF - Net Long/Short Value
Esta página fornece as avaliações líquidas longas/curtas para cada participação institucional relatada através de arquivamentos 13F ou NPORT. Para calcular o valor líquido longo/curto, somamos o valor de patrimônio ao valor da opção de compra e subtraímos o valor da opção de venda. Fundos que relatam posições emprestadas curtas apresentarão valores de patrimônio como negativos. Posições líquidas longas terão números positivos na coluna líquido longo/curto, e posições líquidas curtas terão valores negativos nessa coluna.
Proprietário Valor de Patrimônio
($1000)
Valor de Compra
($1000)
Valor de Venda
($1000)
Líquido Longo/Curto
($1000)
Inspirion Wealth Advisors, Llc
Bfsg, Llc
Sunbelt Securities, Inc.
Manchester Financial Inc
Bbr Partners, Llc
Whittier Trust Co
BOK Financial Private Wealth, Inc.
Clientfirst Wealth Management, LLC
Gradient Capital Advisors, LLC
DiMeo Schneider & Associates, L.L.C.
Apella Capital, LLC
Founders Capital Management
Meramec Financial Planners, LLC
Valeo Financial Advisors, LLC
Glen Eagle Advisors, LLC
Peoples Bank /oh
Rossmore Private Capital
Investors Research Corp
TSG Advice Partners, LLC
Accretive Wealth Partners, LLC
Advocate Investing Services LLC
Wealthfront Advisers Llc
Bridges Investment Management Inc
Resources Management Corp /ct/ /adv
Capital Square, LLC
Citigroup Inc
KERR FINANCIAL PLANNING Corp
Quartz Partners, LLC
MN Wealth Advisors, LLC
Graham Capital Management, L.P.
Sather Financial Group Inc
Rsm Us Wealth Management Llc
Henrickson Nauta Wealth Advisors, Inc.
Ashton Thomas Private Wealth, LLC
Premier Path Wealth Partners, LLC
Pensionmark Financial Group, Llc
ProVise Management Group, LLC
Evolution Wealth Management Inc.
Silverlake Wealth Management Llc
Calamos Advisors LLC
Capstone Wealth Management Group, Llc
Cullen/frost Bankers, Inc.
Rice Partnership, LLC
Plan A Wealth LLC
Canopy Partners, LLC
Hamilton Point Investment Advisors, LLC
Vident Advisory, LLC
Seacrest Wealth Management, Llc
CIBC Bancorp USA Inc.
Frontier Asset Management, LLC
BankPlus Trust Department
Colonial Trust Advisors
Axis Wealth Partners, LLC
Beacon Bridge Wealth Partners, LLC
Great Point Wealth Advisors, LLC
Evercore Wealth Management, LLC
One Capital Management, LLC
Beacon Pointe Advisors, LLC
Brown Advisory Inc
Equitable Trust Co
LMG Wealth Partners, LLC
Royal Fund Management, LLC
McNaughton Wealth Management, LLC
Commonwealth Financial Services, LLC
Sankala Group LLC
Gts Securities Llc
Heritage Family Offices, LLP
SRS Capital Advisors, Inc.
Betterment LLC
Ancora Advisors, LLC
Wellspring Financial Advisors, LLC
High Net Worth Advisory Group LLC
Natixis Advisors, L.p.
Alerus Financial Na
Clearview Wealth Advisors LLC
Ewa, Llc
Cora Capital Advisors Llc
Evoke Wealth, Llc
Hollencrest Capital Management
Citizens Financial Group Inc/ri
Golden State Equity Partners
Bellevue Asset Management, Llc
Cambridge Investment Research Advisors, Inc.
Bank OZK
Ellis Investment Partners, LLC
Next Level Private LLC
Total Investment Management Inc
Waterloo Capital, L.P.
Sofos Investments, Inc.
Washington Trust Bank
CIBC World Markets Inc.
NorthCrest Asset Manangement, LLC
Kestra Investment Management, LLC
TCI Wealth Advisors, Inc.
Newport Capital Group, LLC
Mpwm Advisory Solutions, Llc
Breachway Investments LLC
Huntleigh Advisors, Inc.
SCS Capital Management LLC
hemming& Wealth Management, Inc.
Allstate Corp
SMART Wealth LLC
FORM Wealth Advisors, LLC
Keystone Financial Group
Bank of New York Mellon Corp
J.M. Arbour, LLC
Fonville Wealth Management LLC
CI Private Wealth, LLC
Baird Financial Group, Inc.
SkyOak Wealth, LLC
Legacy Financial Group LLC
Banco Santander, S.A.
Lifeworks Advisors, LLC
Blalock Williams, Llc
Saiph Capital, LLC
Hancock Whitney Corp
Capstone Triton Financial Group, LLC
Plum Street Advisors, LLC
Trilogy Capital Inc.
Bank Of Nova Scotia
Signature Wealth Management Partners, LLC
Bridgewealth Advisory Group, LLC
Potentia Wealth
Heritage Financial Services, LLC
OMNI 360 Wealth, Inc.
Nemes Rush Group LLC
Bank Of America Corp /de/
Fulton Breakefield Broenniman Llc
BAM Wealth Management, LLC
Birchbrook, Inc.
Ameritas Advisory Services, LLC
Strategies Wealth Advisors, LLC
Coastal Bridge Advisors, LLC
Aspen Investment Management Inc
Zhang Financial LLC
Guidance Point Advisors, LLC
Chapin Davis, Inc.
PSI Advisors, LLC
Magnolia Capital Management Ltd
Cosner Financial Group, LLC
Prosperity Consulting Group, LLC
Smartleaf Asset Management LLC
Nova Wealth Management, Inc.
Timmons Wealth Management, LLC
Capital Asset Managemnet, LLC
Edgestream Partners, L.P.
Eastern Bank
Quadcap Wealth Management, LLC
LFA - Lugano Financial Advisors SA
Wealthbridge Capital Management, Llc
Crewe Advisors LLC
Pacific Financial Group Inc
Sage Mountain Advisors LLC
Savvy Advisors, Inc.
Bare Financial Services, Inc
Pin Oak Investment Advisors Inc
Ehrlich Financial Group
Kayne Anderson Rudnick Investment Management Llc
17 Capital Partners, Llc
Arcadia Investment Advisors Llc
Colton Groome Financial Advisors, Llc
Jane Street Group, Llc
Per Stirling Capital Management, LLC.
Vaughan David Investments Inc/il
Stelac Advisory Services LLC
MSH Capital Advisors LLC
Patriot Investment Management Inc.
Sapient Capital Llc
Wealth Effects Llc
Flagship Harbor Advisors, Llc
Barrett & Company, Inc.
Plan Group Financial, LLC
Spirepoint Private Client, Llc
Custom Index Systems, Llc
SigFig Wealth Management, LLC
Valmark Advisers, Inc.
Orion Capital Management LLC
Blue Bell Private Wealth Management, Llc
Apeiron RIA LLC
Indivisible Partners
Chicago Partners Investment Group LLC
Rainey & Randall Investment Management Inc.
Brooklyn FI, LLC
Legacy Advisors, LLC
Advyzon Investment Management, LLC
Keating Financial Advisory Services, Inc.
Lazard Asset Management Llc
AMG National Trust Bank
Apex Wealth Management, LLC
Burkett Financial Services, Llc
BancFirst Trust & Investment Management
Summit Trail Advisors, Llc
Ashton Thomas Securities, Llc
Fulton Bank, N.a.
Valpey Financial Services, LLC
Armstrong Advisory Group, Inc
Okabena Investment Services Inc
Aufman Associates Inc
Middleton & Co Inc/ma
Webster Bank, N. A.
Chevy Chase Trust Holdings, Inc.
Cypress Wealth Services, LLC
Certified Advisory Corp
Hyundai Investments Co., Ltd.
Arcadia Wealth Management, LLC
Fiduciary Trust Co
Bruce G. Allen Investments, LLC
B&D White Capital Company, LLC
Prime Capital Investment Advisors, LLC
Eagle Strategies LLC
Corundum Group, Inc.
TSA Wealth Managment LLC
First Heartland Consultants, Inc.
Twin Focus Capital Partners, Llc
Frazier Financial Advisors, LLC
Sei Investments Co
BTC Capital Management, Inc.
Two West Capital Advisors LLC
Beacon Financial Group
HB Wealth Management, LLC
Fortress Financial Group, Llc
ETF Portfolio Partners, Inc.
Clear Investment Research, Llc
Reynders McVeigh Capital Management, LLC
Whittier Trust Co Of Nevada Inc
Pinnacle Wealth Management Advisory Group, LLC
West Wealth Group, LLC
HHM Wealth Advisors, LLC
Turim 21 Investimentos Ltda.
Twin Peaks Wealth Advisors, LLC
Patriot Financial Group Insurance Agency, LLC
Diversify Wealth Management, Llc
Town Capital LLC
Envestnet Asset Management Inc
United Financial Planning Group LLC
Northstar Asset Management Inc
RMG Wealth Management LLC
Resources Investment Advisors, LLC.
JTC Employer Solutions Trusteee Ltd
Financial Engines Advisors L.L.C.
Lowe Brockenbrough & Co Inc
Advocacy Wealth Management Services, LLC
GM Advisory Group, Inc.
Mmbg Investment Advisors Co.
Kohmann Bosshard Financial Services, LLC
Birnam Oak Advisors, LP
Palouse Capital Management, Inc.
Colorado Capital Management, Inc.
Sharkey, Howes & Javer
Benchmark Investment Advisors LLC
Onyx Bridge Wealth Group LLC
Investment Partners, Ltd.
Proffitt & Goodson Inc
Acorn Wealth Advisors, LLC
Focus Financial Network, Inc.
Monetary Management Group Inc
Roble, Belko & Company, Inc
Mcmorgan & Co Llc
High Falls Advisors, Inc
Elm Partners Management LLC
Fairway Wealth LLC
Tilson Financial Group, Inc.
Pure Financial Advisors, Inc.
Wealthquest Corp
Lutz Financial Services LLC
Tortoise Investment Management, LLC
Qrg Capital Management, Inc.
Lee-Kelleher Wealth Management
Cwm, Llc
Foguth Wealth Management, LLC.
Geometric Wealth Advisors
Advisory Services Network, LLC
Discipline Wealth Solutions, LLC
Endeavor Private Wealth, Inc.
LifeSteps Financial, Inc.
Wick Capital Partners, LLC
Versant Capital Management, Inc
Allworth Financial LP
Bay Harbor Wealth Management, LLC
LifePlan Investment Advisors, Inc.
Aegis Wealth Management, Inc.
Caitlin John, LLC
Evergreen Wealth Solutions, LLC
Riverbend Wealth Management, LLC
United Services Automobile Association
Mitchell Mcleod Pugh & Williams Inc
Clarity Asset Management, Inc.
Emergent Wealth Advisors, LLC
National Bank Of Canada /fi/
Strategic Financial Services, Inc,
Perspective Wealth Advisors Llc
1st Source Bank
Mullaney, Keating & Wright, Inc.
TrueWealth Financial Partners
St. Clair Advisors, LLC
Wesbanco Bank Inc
Steigerwald, Gordon & Koch Inc.
Trifecta Capital Advisors, LLC
Signature Estate & Investment Advisors Llc
Wolff Wiese Magana Llc
Fiscal Wisdom Wealth Management, LLC
Regions Financial Corp
Hutchens & Kramer Investment Management Group, LLC
Mason & Associates, LLC
Harbour Investments, Inc.
PFG Advisors
Unique Wealth, Llc
CFS Investment Advisory Services, LLC
Biltmore Family Office, LLC
Beto Financial Group, Llc
International Assets Investment Management, Llc
EP Wealth Advisors, Inc.
Client 1st Advisory Group, Llc
True Link Financial Advisors, LLC
Community Financial Services Group, LLC
MBA Advisors LLC
Wealth Preservation Advisors, LLC
Emerald Investment Partners, Llc
Garrett Investment Advisors LLC
Ironwood Wealth Management, Inc.
Banque Cantonale Vaudoise
Home Federal Bank Of Tennessee
Afg Fiduciary Services Limited Partnership
HighTower Advisors, LLC
FineMark National Bank & Trust
Rothschild Investment Llc
Hopwood Financial Services, Inc.
Syntegra Private Wealth Group, LLC
Welch & Forbes Llc
Stonebridge Financial Planning Group, LLC
American Wealth Advisors, LLC
Idaho Trust Bank
Level Wealth Management LLC
Adviser Investments LLC
Klaas Financial Asset Advisors, LLC
Foster Dykema Cabot & Partners, Llc
Mascoma Wealth Management LLC
Sterling Financial Planning, Inc.
LaSalle St. Investment Advisors, LLC
Interactive Financial Advisors
Stordahl Capital Management, Inc.
Mayport, Llc
Empirical Asset Management, LLC
Key Capital Management, INC
Marietta Investment Partners Llc
GatePass Capital, LLC
REAP Financial Group, LLC
Park Avenue Securities Llc
Gateway Wealth Partners, LLC
EFG International AG
BridgePort Financial Solutions, LLC
Blair William & Co/il
Monograph Wealth Advisors, Llc
Essex Financial Services, Inc.
Lantz Financial LLC
Raab & Moskowitz Asset Management LLC
Your Advocates Ltd., LLP
Equitable Holdings, Inc.
Regal Investment Advisors LLC
Empower Advisory Group, LLC
Baker Tilly Financial, Llc
180 Wealth Advisors, Llc
Quantinno Capital Management LP
City State Bank
Dumont & Blake Investment Advisors Llc
Evermay Wealth Management Llc
Horizon Investments, LLC
South Plains Financial, Inc.
Camelot Technology Advisors, Inc.
Mma Asset Management Llc
Gerber Kawasaki Wealth & Investment Management
Synergy Investment Management, LLC
Oxford Financial Group Ltd
Sequent Planning LLC
Cheviot Value Management, LLC
Powell Investment Advisors, LLC
PCM Encore, LLC
Rialto Wealth Management, LLC
New Age Alpha Advisors, LLC
SIMA Wealth Partners, LLC
Pathway Financial Advisors LLC
Union Savings Bank
WESPAC Advisors, LLC
Provenance Wealth Advisors, LLC
Snowden Capital Advisors LLC
Jackson Hole Capital Partners, LLC
Advantage Trust Co
Guardian Financial Partners, LLC
Nbt Bank N A /ny
Financial Life Planners
Interchange Capital Partners, LLC
AllSquare Wealth Management LLC
BancorpSouth Bank
Guardian Wealth Advisors, LLC
Johnson Financial Group, Inc.
Newton One Investments LLC
Crescent Grove Advisors, LLC
Flagship Private Wealth, LLC
Imprint Wealth LLC
Addison Advisors LLC
Axim Planning & Wealth
Sutton Place Investors Llc
Bernardo Wealth Planning LLC
GEN Financial Management, INC.
Fiduciary Alliance LLC
Hurley Capital, LLC
Sachetta, LLC
Wealth Advisory Solutions, LLC
Park Place Capital Corp
Independence Bank of Kentucky
Independent Advisor Alliance
Close Asset Management Ltd
Mosaic Advisors LLC
Bogart Wealth, LLC
Cardiff Park Advisors, Llc
Cape Ann Savings Bank
Strategic Family Wealth Counselors, L.L.C.
Financial Services Advisory Inc
Canandaigua National Bank & Trust Co
Scotia Capital Inc.
Amara Financial, Llc.
Old Port Advisors
Cottonwood Capital Advisors, Llc
CIBC Private Wealth Group, LLC
Coastal Investment Advisors, Inc.
Blake Schutter Theil Wealth Advisors, LLC
TopTier Wealth Management, LLC
Family Office Research LLC
MONECO Advisors, LLC
Busey Wealth Management
Brinker Capital Investments, LLC
Daviman Financial, LLC
Signature Securities Group Corporation
Richards, Merrill & Peterson, Inc.
Simplicity Wealth,LLC
M&t Bank Corp
First Horizon Corp
Amarillo National Bank
Financial Perspectives, Inc
Lane Brothers & Co Inc
Fortis Group Advisors, LLC
Mercer Global Advisors Inc /adv
MRP Capital Investments, LLC
Beaumont Financial Advisors, LLC
Westside Investment Management, Inc.
Pacific Sage Partners, LLC
Silver Grove Financial Group, Inc.
Summit Financial Wealth Advisors, LLC
Family Wealth Group, LLC
LVZ Advisors, Inc.
Octavia Wealth Advisors, LLC
RKL Wealth Management LLC
West Branch Capital LLC
Friday Financial
Processus Wealth & Capital Management, LLC
Awm Capital, Llc
Peachtree Investment Partners, LLC
Geneos Wealth Management Inc.
Allianz Asset Management GmbH
Excelsior Advisor Network LLC
Brown Wealth Management, Llc
Azimuth Capital Investment Management LLC
Cabot Wealth Management Inc
American Trust
Perigon Wealth Management, LLC
Aviso Wealth Management
Tradition Wealth Management, LLC
Financial Solutions Advisory Group, Inc.
EverSource Wealth Advisors, LLC
Foundation Wealth Management, LLC\PA
Mosaic Financial Group, Llc
Yousif Capital Management, Llc
Yanni & Associates Investment Advisors, LLC
Novak & Powell Financial Services, Inc.
Laurel Oak Wealth Management, Llc
Janney Montgomery Scott LLC
Catalina Capital Group, LLC
Kmg Fiduciary Partners, Llc
Asempa Wealth Advisors
Smithfield Trust Co
Trail Ridge Investment Advisors, LLC
Vivaldi Capital Management, LLC
Coastline Trust Co
Gilpin Wealth Management, Llc
Great Lakes Advisors, Llc
UBS Group AG
Black Swift Group, LLC
Arlington Trust Co LLC
Daybright Advisory Services, Inc.
Presidio Capital Management, LLC
LexAurum Advisors, LLC
Farther Finance Advisors, LLC
Woodard & Co Asset Management Group Inc /adv
Venture Visionary Partners LLC
Fifth Third Wealth Advisors LLC
Ameriflex Group, Inc.
Courage Miller Partners, LLC
Keystone Wealth Services, LLC
Waldron Private Wealth LLC
RWM Asset Management, LLC
Instrumental Wealth, Llc
Prasad Wealth Partners, LLC
Tobias Financial Advisors, Inc.
Castlekeep Investment Advisors Llc
Western Financial Corp/CA
Linscomb & Williams, Inc.
Krilogy Financial LLC
Peapack Gladstone Financial Corp
Cambridge Financial Group, LLC
Partners Capital Investment Group, Llp
Laffer Investments
Polaris Investment Advisors, LLC
Signaturefd, Llc
Occidental Asset Management, LLC
Verdence Capital Advisors LLC
U.S. Capital Wealth Advisors, LLC
Center for Financial Planning, Inc.
Signal Advisors Wealth, LLC
Altfest L J & Co Inc
Kilter Group LLC
Turtle Creek Wealth Advisors, LLC
Timonier Family Office, LTD.
Old Peak Finance LLC
Van Den Berg Management I, Inc
KC Investment Advisors, LLC
Forum Finance Group S.A.
Colony Group, LLC
Dunhill Financial, LLC
Appleton Partners Inc/ma
ShoreHaven Wealth Partners, LLC
Assetmark, Inc
Ascension Capital Advisors, Inc.
LTG Capital LLC
Graney & King, LLC
Legacy Financial Strategies, LLC
Crestwood Advisors Group LLC
Pinnacle Associates Ltd
TCP Asset Management, LLC
Buckingham Strategic Partners
Eldridge Investment Advisors, Inc.
GeoWealth Management, LLC
Belpointe Asset Management LLC
Lansing Street Advisors
Barnes Wealth Management Group, Inc
Sovereign Financial Group, Inc.
Curtis Advisory Group, LLC
Wealth Alliance
Ntv Asset Management Llc
CoreCap Advisors, LLC
Pinnacle Financial Partners, Inc.
Stokes Family Office, LLC
Actinver Wealth Management, Inc.
Coldstream Capital Management Inc
Independent Wealth Advisors LLC
Curbstone Financial Management Corp
Tucker Asset Management Llc
Wedbush Securities Inc
Owl Creek Wealth Partners LLC
High Point Wealth Management, LLC
Madison Wealth Partners, Inc
Vantage Point Financial LLC
N.E.W. Advisory Services LLC
Operose Advisors LLC
Umb Bank N A/mo
Tradewinds Capital Management, LLC
First Hawaiian Bank
Verus Capital Partners, Llc
Cary Street Partners Financial Llc
Paulson Wealth Management Inc.
Truvestments Capital Llc
Archford Capital Strategies, LLC
Rathbone Brothers plc
Spinnaker Trust
Austin Private Wealth, LLC
Keystone Financial Services
Captrust Financial Advisors
Compass Financial Group, Inc. (Ohio)
URS Advisory LLC
Fedenia Advisers LLC
Tranquility Partners, LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Hara Capital LLC
Woodmont Investment Counsel Llc
Roxbury Financial LLC
Evergreen Advisors, LLC
Seeds Investor Llc
Jpmorgan Chase & Co
Rogco, Lp
Sonoma Private Wealth LLC
Facet Wealth, Inc.
Integrity Wealth Solutions LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Trinity Wealth Management, LLC
Pallas Capital Advisors LLC
Absolute Capital Management, LLC
Gallagher Capital Advisors, LLC
Trask Adam Roland
RDA Financial Network
Joel Isaacson & Co., LLC
Strathmore Capital Advisors, Inc.
Everhart Financial Group, Inc.
Perennial Investment Advisors, LLC
Sigma Planning Corp
Pinnacle Bancorp, Inc.
SilverOak Wealth Management LLC
Center For Asset Management LLC
D.a. Davidson & Co.
City Holding Co
NorthRock Partners, LLC
Vernal Point Advisors, LLC
Glassman Wealth Services
Riverstone Advisors, LLC
Toth Financial Advisory Corp
O'shaughnessy Asset Management, Llc
Ballentine Partners, LLC
Bradley Foster & Sargent Inc/ct
Lpwm Llc
Us Bancorp \de\
JustInvest LLC
MidFirst Bank
Northern Trust Corp
First Interstate Bank
Sonata Capital Group Inc
Tsfg, Llc
Legacy Wealth Partners, LLC
Hoxton Planning & Management, LLC
Moneywise, Inc.
Front Row Advisors LLC
Shulman DeMeo Asset Management LLC
Integrated Advisors Network LLC
Gunpowder Capital Management, LLC dba Oliver Wealth Management
Root Financial Partners, LLC
XY Planning Network, Inc.
Lighthouse Financial LLC
Ubs Asset Management Americas Inc
Triumph Capital Management
Capital Investment Advisory Services, LLC
Archer Investment Management, LLC
Moors & Cabot, Inc.
CRA Financial Services, LLC
Apollon Financial, LLC
COFG Advisors, LLC
Perfromance Wealth Partners, LLC
Narwhal Capital Management
Oregon Pacific Wealth Management, LLC
Ellevest, Inc.
Elevation Wealth Management LLC
Wescott Financial Advisory Group, LLC
Arq Wealth Advisors, Llc
Castle Wealth Management Llc
Conning Inc.
Element Pointe Advisors, Llc
Lakeridge Wealth Management LLC
Oak Harbor Wealth Partners, Llc
Baker Avenue Asset Management, LP
VestGen Advisors, LLC
Oxler Private Wealth LLC
Wbh Advisory Inc
Moody Lynn & Lieberson, Llc
Signature Resources Capital Management, LLC
Stone House Investment Management, LLC
Davis R M Inc
Rodgers & Associates, LTD
PACK Private Wealth, LLC
Copia Wealth Management
Concorde Asset Management, LLC
DAVENPORT & Co LLC
JB Capital LLC
Mathes Company, Inc.
Bank of Jackson Hole Trust
American National Bank
Beacon Investment Advisory Services, Inc.
IFP Advisors, Inc
Community Bank, N.A.
Planned Solutions, Inc.
Truefg, Llc
Arsenal Capital Advisors LLC
Motiv8 Investments LLC
Greenleaf Trust
Greenwood Gearhart Inc
Tennessee Valley Asset Management Partners
Aprio Wealth Management, LLC
Modern Wealth Management, LLC
Johnson Investment Counsel Inc
Keebeck Wealth Management, LLC
Samalin Investment Counsel, LLC
Daymark Wealth Partners, Llc
First County Bank /CT/
Beese Fulmer Investment Management, Inc.
Catalytic Wealth RIA, LLC
Patten & Patten Inc/tn
Cahill Financial Advisors Inc
MCF Advisors LLC
Pacific Asset Management, LLC
Sage Investment Advisers LLC
Security National Bank
Regatta Capital Group, Llc
Sagace Wealth Management LLC
Atwood & Palmer Inc
VSM Wealth Advisory, LLC
Point72 Asset Management, L.P.
Americana Partners, LLC
Advisors Capital Management, LLC
Shira Ridge Wealth Management
Wsfs Capital Management, Llc
Vantus Wealth LLC
TBH Global Asset Management, LLC
Trust Co Of Toledo Na /oh/
SJA Financial Advisory, LLC
Russell Investments Group, Ltd.
Covenant Partners, LLC
Hrt Financial Lp
Change Path, LLC
Legacy Trust
Fidelis Capital Partners, LLC
Lantern Wealth Advisors, LLC
Retirement Wealth Solutions LLC
Kirtland Hills Capital Management, Llc
Moss Adams Wealth Advisors LLC
Corundum Trust Company, INC
Simmons Bank
Harvest Investment Services, LLC
Farmers & Merchants Investments Inc
Associated Banc-corp
Gemmer Asset Management LLC
Compass Financial Services Inc
M1 Capital Management LLC
Inlight Wealth Management, LLC
Gladstone Institutional Advisory LLC
Bank Of Montreal /can/
Key FInancial Inc
Private Advisor Group, LLC
Campion Asset Management LLC
Donaldson Capital Management, Llc
TD Waterhouse Canada Inc.
Private Wealth Asset Management, LLC
Commonwealth Retirement Investments LLC
Creative Financial Designs Inc /adv
One Wealth Advisors, LLC
Yukon Wealth Management, Inc.
Steel Peak Wealth Management LLC
Mariner, LLC
Davis Wealth Advisors, LLC
Oath Planning, LLC
Avion Wealth
Beverly Hills Private Wealth, LLC
Vanguard National Trust Co
Salem Investment Counselors Inc
Clark Wealth Partners
VERITY Wealth Advisors
Chesapeake Asset Management Llc
Resolute Wealth Strategies, LLC
Kestra Private Wealth Services, Llc
DBK Financial Counsel, LLC
A4 Wealth Advisors LLC
Leslie Global Wealth, LLC
Mountain Capital Investment Advisors, Inc
AdvisorNet Financial, Inc
Lodestar Private Asset Management Llc
Dorsey & Whitney Trust CO LLC
Pnc Financial Services Group, Inc.
Smith Chas P & Associates Pa Cpas
Legacy Bridge, LLC
Durante & Waters, Llc
Scarborough Advisors, LLC
Gryphon Financial Partners LLC
Heck Capital Advisors, LLC
Journey Advisory Group, LLC
Madson Wealth Advisors Inc
Fiduciary Advisors, Inc.
Arch Global Advisors, LLC
W Advisors, Llc
Provident Wealth Management, LLC
Ronald Blue Trust, Inc.
Forum Private Client Group LLC
Redwood Investment Management, Llc
Shared Vision Wealth Group LLC
Parsons Capital Management Inc/ri
Macroview Investment Management Llc
Gotham Asset Management, LLC
Barclays Plc
Kiley Juergens Wealth Management, Llc
Westover Capital Advisors, LLC
BKM Wealth Management, LLC
Main Street Group, LTD
Goelzer Investment Management, Inc.
Protective Life Corp
Aspiriant, Llc
Procyon Private Wealth Partners, LLC
Thrive Wealth Management, LLC
New England Private Wealth Advisors LLC
Morgan Stanley
Correct Capital Wealth Management
ADG Wealth Management Group, LLC
Vista Private Wealth Partners. LLC
HTG Investment Advisors, Inc.
Fmr Llc
Simon Quick Advisors, Llc
Petersen Hastings Wealth Advisors Inc.
HighPoint Advisor Group LLC
Sanctuary Advisors, LLC
Berman McAleer LLC
May Hill Capital, LLC
Exit Wealth Advisors, LLC.
Citadel Advisors Llc
Magnus Financial Group LLC
Smallwood Wealth Investment Management, LLC
Forefront Wealth Partners, LLC
Aspire Private Capital, LLC
Sagespring Wealth Partners, Llc
Falcon Wealth Planning
Cetera Investment Advisers
ORG Partners LLC
Align Financial, LLC
Sigma Investment Counselors Inc
Crusonia Wealth Advisors LLC
CX Institutional
Trust Co Of Virginia /va
Novus Advisors, Llc
Hsbc Holdings Plc
Coign Capital Advisors LLC
WealthCollab, LLC
Avenue 1 Advisors, LLC
Sfam, Llc
Northern Oak Wealth Management Inc
Cranbrook Wealth Management, LLC
Milestone Asset Management Group, LLC
Novem Group
Matrix Private Capital Group Llc
Ameritas Investment Partners, Inc.
Camden Capital, LLC
Shoker Investment Counsel, Inc.
Spence Asset Management
Harrell Investment Partners, Llc
Foster Victor Wealth Advisors, LLC
Beacon Advisors Holdings, Llc
Heritage Wealth Advisors
Noble Family Wealth, LLC
Avantra Family Wealth, Inc.
Insight Inv LLC
Mission Wealth Management, Lp
Nicolet Bankshares Inc
Bartlett & Co. Wealth Management Llc
Kwmg, Llc
Raymond James Financial Inc
CENTRAL TRUST Co
Glenmede Trust Co Na
Financial Advisory Service, Inc.
Swp Financial Llc
Meridian Wealth Management, LLC
Mainstream Capital Management LLC
Vision Retirement, LLC
Curtis Wealth Management Llc
Signet Financial Management, Llc
Midland Wealth Advisors Llc
Alliancebernstein L.p.
IMA Wealth, Inc.
Harbor Asset Planning, Inc.
RMB Capital Management, LLC
TIAA Wealth Investment Management LLC
Hills Bank & Trust Co
Chesapeake Wealth Management
Annex Advisory Services, LLC
Financial Partners Group, Inc
Global Assets Advisory, LLC
Sound Income Strategies, LLC
Shakespeare Wealth Management, Inc.
United Advisor Group, LLC
Clear Creek Financial Management, LLC
Peck Wealth Management, LLC
Bangor Savings Bank
BlackRock, Inc.
Adirondack Capital Advisors, LLC
Qube Research & Technologies Ltd
Global Financial Private Client, LLC
One Charles Private Wealth Services, LLC
Integrated Wealth Management
Grove Bank & Trust
Parkway Wealth Management Group, LLC
Massmutual Trust Co Fsb/adv
Stewardship Advisors, LLC
LongView Wealth Management
First National Bank Of Omaha
McIlrath & Eck, LLC
Fairvoy Private Wealth, LLC
Sendero Wealth Management, LLC
Millington Financial Advisors, LLC
United Community Bank
Montchanin Asset Management, Llc
Asset Dedication, LLC
Fairscale Capital, LLC
C2C Wealth Management, LLC
Walsh & Associates, LLC
Flagship Wealth Advisors, Llc
Phillips Financial Management, Llc
Watershed Private Wealth Llc
Ironwood Investment Counsel, LLC
LPL Financial LLC
Pinnacle Wealth Planning Services, Inc.
Hudson Capital Management LLC
Zacks Investment Management
Signature Equity Partners, LLC
Quent Long Short Global Small Cap Fund, LP
Horst & Graben Wealth Management LLC
Opal Wealth Advisors, LLC
Planning Directions Inc
Plante Moran Financial Advisors, LLC
Gallacher Capital Management LLC
Aqr Capital Management Llc
Fifth Third Bancorp
Bleakley Financial Group, LLC
Berger Financial Group, Inc
Burk Holdings LLC
Ransom Advisory, Ltd
Analyst IMS Investment Management Services Ltd.
Abound Wealth Management
Founders Grove Wealth Partners, Llc
Capital Planning Advisors, LLC
Neumann Capital Management, LLC
Bank of New Hampshire
Stratos Wealth Partners, LTD.
Ballast Advisors Llc
Wealthcare Advisory Partners LLC
First PREMIER Bank
Hallmark Capital Management Inc
Droms Strauss Advisors Inc /mo/ /adv
Courier Capital Llc
Waterway Wealth Management, LLC
Clear Wave Wealth Management Llc
Canandaigua National Corp
Lcnb Corp
Retirement Planning Group
TCG Advisory Services, LLC
Davis Selected Advisers
Security Financial Services, INC.
Professional Financial Advisors, LLC
Napier Financial, LLC
Peterson Wealth Advisors, LLC
Saxony Capital Management, LLC
XTX Topco Ltd
Richmond Investment Services, LLC
BigSur Wealth Management LLC
Cedar Mountain Advisors, LLC
Bessemer Group Inc
Condor Capital Management
Cornerstone Wealth Management, LLC
Capital Performance Advisors Llp
Stirlingshire Investments, Inc.
Element Wealth, LLC
SOUTH STATE Corp
Capital Advisors, Ltd. LLC
Vanguard Group Inc
J. Safra Sarasin Holding AG
Goldman Sachs Group Inc
Focused Alpha, Llc
Journey Strategic Wealth Llc
North Star Investment Management Corp.
Florin Court Capital LLP
Merit Financial Group, LLC
Black Cypress Capital Management, LLC
Susquehanna International Group, Llp
NewEdge Wealth, LLC
Truist Financial Corp
Argent Trust Co
Ieq Capital, Llc
Manufacturers Life Insurance Company, The
Angeles Wealth Management, Llc
Diversified Portfolios, Inc.
Charter Oak Capital Management, LLC
Klingman & Associates, LLC
Bellwether Advisors, LLC
Mayflower Financial Advisors, LLC
Rosenberg Matthew Hamilton
Independent Solutions Wealth Management, LLC
Hilltop National Bank
Stegner Investment Associates Inc.
Zions Bancorporation, National Association /ut/
Nolet Wealth Management, LLC
Tiemann Investment Advisors, Llc
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Lido Advisors, LLC
First Trust Advisors Lp
Integras Partners LLC
Brown, Lisle/cummings, Inc.
WealthPoint Financial, LLC
Glass Jacobson Investment Advisors llc
Sovran Advisors, LLC
Proathlete Wealth Management Llc
BCU Wealth Advisors, LLC
Dakota Wealth Management
Silver Oak Advisory Group, Inc.
Arwa Llc
Capital Advisor Network LLC
TRUE Private Wealth Advisors
Southern Capital Advisors, Llc
Tulsa Wealth Advisors, INC
Wealth Enhancement Advisory Services, Llc
Jackson, Grant Investment Advisers, Inc.
Longview Financial Advisors, Inc.
Stephens Inc /ar/
Missouri Trust & Investment Co
Triad Wealth Partners, LLC
Clarendon Private LLC
WNY Asset Management, LLC
DecisionPoint Financial, LLC
Ballentine Capital Advisors, Inc
VeraBank, N.A.
Pacific Point Advisors, LLC
Alpine Bank Wealth Management
Benjamin Edwards Inc
Genesee Capital Advisors, LLC
GreatBanc Trust CO
Keel Point, LLC
HBK Sorce Advisory LLC
Invst, LLC
Wells Fargo & Company/mn
Portfolio Resources Advisor Group, Inc.
JMG Financial Group, Ltd.
Financial Consulate, Inc
Guardian Wealth Advisors, Llc / Nc
Guilbault Capital LLC
Bayban
Running Point Capital Advisors, LLC
Chatterton & Associates Inc.
Principal Financial Group Inc
WoodTrust Financial Corp
Gwn Securities Inc.
Venturi Wealth Management, LLC
Strategic Point Investment Advisors, LLC
Wealth Care LLC
Net Worth Advisory Group
Nicolet Advisory Services, Llc
Canvas Wealth Advisors, LLC
VisionPoint Advisory Group, LLC
GHP Investment Advisors, Inc.
Seros Financial, LLC
Taylor Financial Group, Inc.
Evensky & Katz LLC
Armis Advisers, LLC
Old North State Trust, LLC
Princeton Global Asset Management LLC
Windward Private Wealth Management Inc.
Koshinski Asset Management, Inc.
Latitude Advisors, LLC
Green Harvest Asset Management LLC
Steward Partners Investment Advisory, Llc
Hartland & Co., LLC
National Asset Management, Inc.
CVA Family Office, LLC
Investment Research & Advisory Group, Inc.
Legend Capital Advisors LLC
Praetorian Wealth Management, Inc.
Aptus Capital Advisors, LLC
Fiduciary Group LLC
FSM Wealth Advisors, LLC
First National Trust Co
Gilliland Jeter Wealth Management LLC
Cassilly Financial Group LLC
MA Private Wealth
Benin Management CORP
Zrc Wealth Management, Llc
Matthew Goff Investment Advisor, LLC
Financial Advisors Network, Inc.
Centurion Wealth Management LLC
Spire Wealth Management
Crumly & Associates Inc.
TFC Financial Management
Vicus Capital
Private Wealth Management Group, LLC
Hamrick Investment Counsel, llc
Raleigh Capital Management Inc.
Fundamentun, Llc
Transamerica Financial Advisors, Inc.
Zullo Investment Group, Inc.
Atria Investments Llc
5T Wealth, LLC
Vision Financial Markets Llc
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Financial Management Professionals, Inc.
Hobbs Wealth Management, LLC
Capital Squared Financial LLC
Mairs & Power Inc
Central Pacific Bank - Trust Division
Horizon Wealth Management, LLC
Catalyst Private Wealth, Llc
Sargent Investment Group, LLC
Jfs Wealth Advisors, Llc
Cliftonlarsonallen Wealth Advisors, Llc
Tempo Wealth, LLC
We Are One Seven, LLC
Beacon Financial Advisory LLC
Inscription Capital, LLC
Prosperity Planning, Inc.
Wealthspire Advisors, LLC
Jaffetilchin Investment Partners, LLC
Stockman Wealth Management, Inc.
Calton & Associates, Inc.
IAG Wealth Partners, LLC
Holistic Planning, LLC
Legacy Wealth Managment, LLC/ID
Quotient Wealth Partners, LLC
Caliber Wealth Management, LLC / KS
S&co Inc
Enzi Wealth
Kelman-Lazarov, Inc.
Bearing Point Capital, Llc
Neuberger Berman Group LLC
Halbert Hargrove Global Advisors, Llc
Walser Wealth Management Company, A Ltd Liability Co
Payne Capital Management, LLC
Stone Point Wealth LLC
Cooper Financial Group
Berkshire Money Management, Inc.
Greykasell Wealth Strategies, Inc.
Northwest Financial Advisors
McGlone Suttner Wealth Management, Inc.
Founders Financial Securities Llc
Garden State Investment Advisory Services LLC
Rossby Financial, LCC
Alta Wealth Advisors LLC
Sanibel Captiva Trust Company, Inc.
Colony Family Offices, LLC
Visionary Wealth Advisors
IHT Wealth Management, LLC
Probity Advisors, Inc.
Ascent Group, LLC
Sterling Investment Advisors Llc /adv
Capital Analysts, Inc.
Gray Private Wealth, LLC
Postrock Partners Llc
Hartford Financial Management Inc.
Morse Asset Management, Inc
Southern Michigan Bank & Trust
Commerce Bank
Elevation Advisory Partners LLC
Townsend Asset Management Corp /nc/ /adv
TD Capital Management LLC
Clarus Wealth Advisors
May Barnhard Investments LLC
Mount Yale Investment Advisors, LLC
Brand Asset Management Group, Inc.
Lee Financial Co
Strategic Blueprint, LLC
Pennsylvania Capital Management Inc /adv
Acropolis Investment Management, LLC
Independent Wealth Network Inc.
Evergreen Capital Management Llc
Callan Family Office, LLC
Ethos Financial Group, LLC
Sequoia Financial Advisors, LLC
New Republic Capital, LLC
Hazlett, Burt & Watson, Inc.
Investment Advisory Group, LLC
Nbc Securities, Inc.
Sageworth Trust Co of South Dakota
Quest 10 Wealth Builders, Inc.
Kendall Capital Management
One Wealth Capital Management, Llc
Cornell Pochily Investment Advisors, Inc.
MAI Capital Management
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Fulcrum Equity Management
Encompass Wealth Advisors, Llc
Clarity Capital Advisors, LLC
Asset One Wealth Management LLC
Personal Cfo Solutions, Llc
New Millennium Group LLC
Blue Edge Capital, LLC
McKinley Carter Wealth Services, Inc.
Centerpoint Advisors, LLC
Gables Capital Management Inc.
Accelerate Investment Advisors LLC
Bush Investment Group, Llc
Independent Financial Group, Llc
Cassaday & Co Wealth Management LLC
Moneta Group Investment Advisors Llc
MKT Advisors LLC
UMA Financial Services, Inc.
BRYN MAWR TRUST Co
Archetype Wealth Partners
Quattro Financial Advisors Llc
Pinnacle Financial Group, LLC / IL
Fairview Capital Investment Management, Llc
Sentinus, LLC
AtlasMark Financial, Inc
GAMMA Investing LLC
Kovack Advisors, Inc.
St Germain D J Co Inc
NWF Advisory Services Inc.
Blue Chip Partners, Inc.
Duncker Streett & Co Inc
Thoma Capital Management LLC
Unify Financial Advisors
Inspire Advisors, LLC
Westmount Partners, LLC
Fortitude Family Office, LLC
Peregrine Asset Advisers, Inc.
Tiaa-cref Individual & Institutional Services, Llc
Tiaa Trust, National Association
Insight Advisors, LLC/ PA
Laurel Wealth Advisors LLC
Bank Of Stockton
Wagner Wealth Management, Corp
Cahaba Wealth Management, Inc.
Kennedy Investment Group
Able Wealth Management LLC
Breakwater Capital Group
Evolve Private Wealth, Llc
NorthLanding Financial Partners, LLC
Ferguson Wellman Capital Management, Inc
Towerpoint Wealth, LLC
Claro Advisors LLC
M Holdings Securities, Inc.
Advisor Group Holdings, Inc.
Alesco Advisors Llc
Private Trust Co Na
Cove Private Wealth, LLC
Northwestern Mutual Wealth Management Co
Tactive Advisors, LLC
Integrity Alliance, Llc.
Mml Investors Services, Llc
Morton Capital Management LLC/CA
Godfrey Financial Associates, Inc.
Continuum Advisory, LLC
Pinnacle Family Advisors, LLC
Essential Partners LLC
Carl P. Sherr & Co., LLC
HCR Wealth Advisors
Columbus Macro, LLC
Summit Investment Advisory Services, LLC
Hilltop Holdings Inc.
Intentional Wealth Strategies, LLC
Sequent Asset Management, LLC
Wellington Grp LLC
CWS Financial Advisors, LLC
Alexander Randolph Advisory Inc
Camden National Bank
Williams Jones Wealth Management, LLC.
Pathstone Holdings, LLC
Csenge Advisory Group
Ironwood Financial, llc
Oarsman Capital, Inc.
B.O.S.S. Retirement Advisors, LLC
Thomasville National Bank
Anb Bank
Blue Zone Wealth Advisors, LLC
Impact Partnership Wealth, LLC
Clg Llc
Kickstand Ventures, Llc.
Brandywine Global Investment Management, LLC
Marino, Stram & Associates Llc
Single Point Partners, LLC
Parkside Financial Bank & Trust
Traub Capital Management LLC
Schneider Downs Wealth Management Advisors, LP
Summit Asset Management, LLC
First Citizens Bank & Trust Co
Elevated Capital Advisors, LLC
Cerity Partners LLC
Coordinated Financial Services, Inc.
Nwam Llc
University Of Texas/texas Am Investment Managment Co
Aureum Wealth Management, LLC
Resolute Wealth Advisor, Inc.
Willis Johnson & Associates, Inc.
Resurgent Financial Advisors LLC
Capital Investment Management, Inc.
BKD Wealth Advisors, LLC
Advisor OS, LLC
Weaver Consulting Group
First Western Trust Bank
Meeder Advisory Services, Inc.
Texas Capital Bank Wealth Management Services Inc
Warren Averett Asset Management, LLC
Chapman Financial Group, Llc
Talisman Wealth Advisors LLC
Putnam Fl Investment Management Co
Sterling Investment Counsel, LLC
Navalign, LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
Almanack Investment Partners, LLC.
Mirae Asset Global Investments Co., Ltd.
Tower Research Capital LLC (TRC)
Sierra Capital LLC
Astoria Strategic Wealth, Inc.
Truepoint, Inc.
McHugh Group, LLC
Portland Global Advisors LLC
Detalus Advisors, LLC
Kovitz Investment Group Partners, LLC
JSF Financial, LLC
Cornerstone Wealth Group, LLC
Tidemark, LLC
Bailard, Inc.
Kentucky Trust Co
Partners Wealth Management, Llc
Trust Co
TrustWell Financial Advisors, LLC
Pittenger & Anderson Inc
Diversified Management Inc
Strategic Equity Management
Liberty Wealth Management Llc
Francis Financial, Inc.
Midwest Trust Co
Crews Bank & Trust
Bank Of Hawaii
Financial Synergies Wealth Advisors, Inc.
Conservest Capital Advisors, Inc.
True Vision MN LLC
Efficient Advisors, LLC
Calamos Wealth Management LLC
Armstrong, Fleming & Moore, Inc
FLP Wealth Management, LLC
Fisher Asset Management, LLC
Hm Payson & Co
Finley Financial, LLC
Kapstone Financial Advisors LLC
Hanlon Investment Management, Inc.
RiverFront Investment Group, LLC
Alvarez & Marsal Private Wealth Partners, LLC
Garde Capital, Inc.
TL Private Wealth
Michelson Medical Research Foundation, Inc.
JNBA Financial Advisors
Networth Advisors, LLC
Swmg, Llc
Nottingham Advisors, Inc.
First Commonwealth Financial Corp /pa/
Ameriprise Financial Inc
Robinson Smith Wealth Advisors Llc
Evolution Wealth Advisors, LLC
First Command Advisory Services, Inc.
Genesis Financial Group, LLC
Dimension Capital Management Llc
Market Street Wealth Management Advisors Llc
Brookstone Capital Management
Van Diest Capital, LLC
Activest Wealth Management
Nations Financial Group Inc, /ia/ /adv
Keybank National Association/oh
Montecito Bank & Trust
IPG Investment Advisors LLC
Evergreen Private Wealth LLC
Confluence Wealth Services, Inc.
Sowell Financial Services LLC
Birchwood Financial Partners, Inc.
Global Retirement Partners, LLC
Beacon Financial Planning, Inc
Fourth Dimension Wealth, LLC
ONE Advisory Partners, LLC
AlTi Global, Inc.
StoneX Group Inc.
Merkkuri Wealth Advisors LLC
Moisand Fitzgerald Tamayo, LLC
Tempus Wealth Planning, LLC
Traynor Capital Management, Inc.
Mill Creek Capital Advisors, LLC
SOA Wealth Advisors, LLC.
Insigneo Advisory Services, Llc
Sage Financial Group Inc
Blue Capital, Inc.
Comerica Bank
Franklin Resources Inc
Essex Savings Bank
Vanguard Advisers Inc
Vestmark Advisory Solutions, Inc.
Larson Financial Group LLC
Financial Freedom, LLC
Krs Capital Management, Llc
Colonial Trust Co / SC
Edgar Lomax Co/va
Milestone Asset Management, Llc
Gen-Wealth Partners Inc
Caldwell Trust Co
Kestra Advisory Services, LLC
Gill Capital Partners, Llc
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Sage Financial Management Group, Inc.
Krm Wealth Management L.l.c.
Golden State Wealth Management, LLC
PFG Investments, LLC
Retirement Income Solutions, Inc
Wealthgarden F.s. Llc
Koesten, Hirschmann & Crabtree, INC.
Aurora Private Wealth, Inc.
Stenger Family Office, LLC
NorthAvenue LLC
Harbor Investment Advisory, Llc
Spectrum Planning & Advisory Services Inc.
Knuff & Co LLC
Harwood Advisory Group, LLC
Consolidated Planning Corp
Lockerman Financial Group, Inc.
Atlanta Consulting Group Advisors, LLC
Grandfield & Dodd, Llc
Financial Enhancement Group LLC
TrustBank
WealthPlan Investment Management, LLC
Cresset Asset Management, LLC
TCTC Holdings, LLC
Alpha Financial Partners, LLC
Fortress Private Ledger, Llc
Salomon & Ludwin, LLC
Paladin Advisory Group, LLC
Compass Capital Corp /ma/ /adv
Pennington Partners & Co., Llc
Creative Planning
Lynch & Associates/in
Fortis Advisors, LLC
Brown Brothers Harriman & Co
Mechanics Financial Corp
Tritonpoint Wealth, Llc
Modera Wealth Management, LLC
Pictet & Cie (Europe) SA
Strive Financial Group ,LLC
Envestnet Portfolio Solutions, Inc.
Two Sigma Securities, Llc
Baldwin Brothers Inc/ma
Northland Securities, Inc.
Ritholtz Wealth Management
Trust Co Of Vermont
Renasant Bank
Winthrop Advisory Group LLC
Affiance Financial, LLC
Guardian Asset Advisors, LLC
GenTrust, LLC
Stage Harbor Financial, Llc
Hilltop Wealth Advisors, Llc
Edgemoor Investment Advisors, Inc.
Transcend Wealth Collective, Llc
Western Wealth Management, LLC
Mv Capital Management, Inc.
Millstone Evans Group, LLC
Jones Financial Companies Lllp
Measured Wealth Private Client Group, LLC
Vise Technologies, Inc.
TrueWealth Advisors, LLC
Perennial Advisors, LLC
Robertson Stephens Wealth Management, LLC
Wedmont Private Capital
Annis Gardner Whiting Capital Advisors, LLC
Avestar Capital, LLC
Sofi Wealth, Llc
Thrivent Financial For Lutherans
Anderson Hoagland & Co
Salus Financial Advisors, LLC
Select Asset Management & Trust
Quadrant Private Wealth Management, LLC
Maia Wealth LLC
Segment Wealth Management, LLC
Whitcomb & Hess, Inc.
American Investment Services, Inc.
Federation des caisses Desjardins du Quebec
First Foundation Advisors
Amundi
Atlantic Union Bankshares Corp
David J Yvars Group
Kingswood Wealth Advisors, Llc
Great Valley Advisor Group, Inc.
World Equity Group, Inc.
Charles Schwab Investment Management Inc
RFG Advisory, LLC
Michael Brady & Co., LLC
Mosley Wealth Management
CWA Asset Management Group, LLC
Cary Street Partner Investment Advisory Llc
Retiremitten Financial Llc
Soltis Investment Advisors LLC
Lifelong Wealth Advisors, Inc.
Royal Bank Of Canada
Patton Albertson Miller Group, Llc
RCS Financial Planning, LLC
Kingdom Financial Group LLC.
Embree Financial Group
Nvest Financial, LLC
Red Tortoise LLC
Connecticut Wealth Management, LLC
Apollon Wealth Management, LLC
GPS Wealth Strategies Group, LLC
CarsonAllaria Wealth Management, Ltd.
Trustmark National Bank Trust Department
Trust Point Inc.
First Pacific Financial
Ausdal Financial Partners, Inc.
Empowered Funds, LLC
Chilton Investment Co Llc
Litman Gregory Asset Management LLC
Ankerstar Wealth, LLC
Boston Family Office Llc
Catalyst Financial Partners Llc
Guyasuta Investment Advisors Inc
Glenview Trust Co
Greenup Street Wealth Management Llc
MidAtlantic Capital Management, Inc.
Michels Family Financial, LLC
Index Technologies Group LLC
JT Stratford LLC
Haverford Trust Co
Theory Financial Llc
Scissortail Wealth Management, LLC
Veracity Capital LLC
PDS Planning, Inc
LaFleur & Godfrey LLC
Forum Financial Management, LP
Koss-Olinger Consulting, LLC
National Philanthropic Trust
Putney Financial Group LLC
Mattern Wealth Management LLC
Rockefeller Capital Management L.P.
Aventura Private Wealth, LLC
Davis Capital Management
Pinney & Scofield, Inc.
Goodwin Investment Advisory
Rik Saylor Financial, Inc.
Magnolia Private Wealth, LLC
Cim, Llc
Pine Valley Investments Ltd Liability Co
Stratos Wealth Advisors, LLC
Hirtle Callaghan & Co LLC
Newbridge Financial Services Group, Inc.
BDFS Capital LLC
Semus Wealth Partners LLC
IFG Advisors, LLC
Western Pacific Wealth Management, LP
SFI Advisors, LLC
Exencial Wealth Advisors, Llc
Gallagher Fiduciary Advisors, LLC
Mather Group, Llc.
Carlton Hofferkamp & Jenks Wealth Management, LLC
Stifel Financial Corp
Iams Wealth Management, Llc
Integrity Advisory Solutions, LLC
Dentgroup LLC
WealthTrak Capital Management LLC
Freestone Capital Holdings, LLC
Mutual Advisors, LLC
Prospera Financial Services Inc
Arkadios Wealth Advisors
PUREfi Wealth, LLC
SHP Wealth Management
Ascent Wealth Partners, LLC
Collier Financial
Avidian Wealth Solutions, LLC
Pines Wealth Management, LLC
Members Wealth Llc
Old National Bancorp /in/
Thompson Investment Management, Inc.
Archer Investment Corp
Strategy Asset Managers Llc
Tompkins Financial Corp
CoreFirst Bank & Trust
Silvercrest Asset Management Group Llc
DB Fitzpatrick & Co, Inc
Marietta Wealth Management, LLC
Marin Bay Wealth Advisors, LLC
Murphy & Mullick Capital Management Corp
Elevated Financial Group LLC
Wimmer Associates 1, Llc
Hilton Head Capital Partners, LLC
4J Wealth Management LLC
Atomi Financial Group, Inc.
Register Financial Advisors LLC
Morris Financial Concepts, Inc.
Team Financial Group, LLC
Integrated Capital Management, LLC
Wiley Bros.-aintree Capital, Llc
Topsail Wealth Management, LLC
Prism Planning Partners LLC
Capital Advisors Inc/ok
Life Line Wealth Management Llc
BCJ Capital Management, LLC
Brave Asset Management Inc
Hurlow Wealth Management Group, Inc.
Savant Capital, LLC
Kelly Financial Services LLC
GSB Wealth Management, LLC
WCG Wealth Advisors LLC
Deutsche Bank Ag\
Icon Wealth Advisors, LLC
Pillar Financial Advisors, LLC
Capital Investment Advisors, LLC
SYM FINANCIAL Corp
Avantax Planning Partners, Inc.
Firethorn Wealth Partners, Llc
DDFG, Inc
GenWealth Group, Inc.
Huntington National Bank
HighMark Wealth Management LLC
Cadinha & Co Llc
MJT & Associates Financial Advisory Group, Inc.
Marex Group plc
Midwest Capital Advisors, LLC
Pandora Wealth, Inc.
Stony Point Wealth Management Inc.
Asset Management Group, Inc.
Legacy Edge Advisors, LLC
Morgan Dempsey Capital Management Llc
Lbmc Investment Advisors, Llc
United Capital Financial Advisers, Llc
Cherry Tree Wealth Management, LLC
OpenArc Corporate Advisory, LLC
Hantz Financial Services, Inc.
Ffg Retirement Advisors Llc
Kraft, Davis & Associates, LLC
Investment Partners Asset Management, Inc.
IFC Advisors LLC
Lloyd Advisory Services, LLC.
PAX Financial Group, LLC
Ritter Daniher Financial Advisory LLC / DE
Bedminster, LLC
Proactive Wealth Strategies LLC
Rehmann Capital Advisory Group
Stock Yards Bank & Trust Co
White Pine Capital Llc
Allium Financial Advisors, Llc
Clark Asset Management, LLC
71 West Capital Partners
Kathmere Capital Management, LLC
Chelsea Counsel Co
BIP Wealth, LLC
Carbahal Olsen Financial Services Group, LLC
AG Campbell Advisory, LLC
Laird Norton Trust Company, Llc
Td Private Client Wealth Llc
GDS Wealth Management
Dickmeyer Boyce Financial Management, Inc.
Foundation Wealth Management, LLC
Kcm Investment Advisors Llc
Jump Financial, LLC
Anson Capital, Inc.
O'Connor Financial Group LLC
Summit Financial, LLC
Oppenheimer & Co Inc
Family Management Corp
Pettinga Financial Advisors, LLC
Maripau Wealth Management Llc
Evanson Asset Management, LLC
Wiser Advisor Group LLC
Eq Llc
PKS Advisory Services, LLC
Cornerstone National Bank & Trust Co
Optivise Advisory Services LLC
Graves-Light Private Wealth Management, Inc.
Romano Brothers And Company
Centaurus Financial, Inc.
Hohimer Wealth Management, Llc
Atlas Brown,Inc.
AlphaCore Capital LLC
Infinity Wealth Counsel, LLC
Blankinship & Foster, LLC
Indiana Trust & Investment Management CO
RMR Wealth Builders
Disciplined Investments, LLC
Permanent Capital Management, LP
Cape Investment Advisory, Inc.
Murphy, Middleton, Hinkle & Parker, Inc.
YHB Investment Advisors, Inc.
First Merchants Corp
Bestgate Wealth Advisors, LLC
SageView Advisory Group, LLC
LiftPoint Family Wealth Advisors LLC
Paradigm, Strategies in Wealth Management, LLC
WealthPLAN Partners, LLC
Skopos Labs, Inc.
LJI Wealth Management, LLC
Foundations Investment Advisors, LLC
Everpar Advisors Llc
Dynamic Advisor Solutions LLC
Financial Life Advisors
Integrated Investment Consultants, LLC
Regimen Wealth, Llc
Diversified Trust Co
DT Investment Partners, LLC
Fifth Third Securities, Inc.
Clune & Associates, Ltd.
Atlantic Edge Private Wealth Management, LLC
Norden Group Llc
Helium Advisors LLC
Beacon Capital Management, LLC
Sax Wealth Advisors, Llc
Barnes Dennig Private Wealth Management LLC
Bokf, Na
Leo Wealth, LLC
Tradewinds, LLC.
Cornerstone Planning Group LLC
Strategic Investment Advisors / MI
Farmers & Merchants Trust Co of Long Beach
Abound Financial, Llc
Miracle Mile Advisors, LLC
Tarbox Family Office, Inc.
Partners in Financial Planning
BLB&B Advisors, LLC
King Wealth
Bernard Wealth Management Corp.
EPG Wealth Management LLC
Wealth Dimensions Group, Ltd.
Strategic Advisory Partners, Llc
Clayton Financial Group LLC
Aviance Capital Partners, LLC
SB Capital Management Inc
Lgl Partners, Llc
Nalls Sherbakoff Group, Llc
ASL Financial, LLC
Level Four Advisory Services, Llc
Milestones Private Investment Advisors LLC
Birch Hill Investment Advisors LLC
Parallel Advisors, LLC
King Luther Capital Management Corp
Integrated Wealth Concepts LLC
Bnp Paribas Arbitrage, Sa
Braeburn Wealth Management LLC
Quent Capital, LLC
Strategic Wealth Partners, Ltd.
Ballast Rock Private Wealth LLC
Rockwood Wealth Management, LLC
Balboa Wealth Partners
Ingalls & Snyder Llc
Human Investing LLC
Kingsview Wealth Management, LLC
Founders Financial Alliance, LLC
Carnegie Capital Asset Management, LLC
Brookwood Investment Group LLC
Mesirow Financial Investment Management, Inc.
RTD Financial Advisors, Inc.
AE Wealth Management LLC
Pitcairn Wealth Advisors LLC
Manchester Capital Management LLC
Oxinas Partners Wealth Management LLC
Smith, Moore & Co.
L & S Advisors Inc
AA Financial Advisors, LLC
Grand Wealth Management, Llc
Quadrant Capital Group Llc
Investor's Fiduciary Advisor Network, LLC
Field & Main Bank
Principal Securities, Inc.
Forte Asset Management Llc
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