PE:SPYMUS / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF - Net Long/Short Value

SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
PE ˙ BVL ˙ US78464A8541

Fintel for iPhone

Continue researching SPYMUS in the Fintel app

Follow this stock, explore its data, and keep your research close on your iPhone.

Get the app
PE:SPYMUS / SPDR Series Trust - State Street SPDR Portfolio S&P 500 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)
Centennial Advisors, LLC
Tidal Trust II - Return Stacked(R) U.S. Stocks & Gold/Bitcoin ETF
Precision Wealth Strategies, LLC
Tilson Financial Group, Inc.
Wesbanco Bank Inc
Wealthquest Corp
We Are One Seven, LLC
IFG Advisory, LLC
Heritage Oak Wealth Advisors Llc
Evergreen Wealth Solutions, LLC
MKP Capital Management, L.L.C.
Evanson Financial, LLC
CIBC Asset Management Inc
Nbt Bank N A /ny
Key Capital Management, INC
Cornerstone Wealth Management, LLC
Brookstone Capital Management
Investment Management Trust, LLC
Slagle Financial, LLC
Lincoln Capital Corp
Rainier Family Wealth Inc
Goodman Financial Corp
Woodmont Investment Counsel Llc
Apella Capital, LLC
PKS Advisory Services, LLC
Wilkerson Advisory Group LLC
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer January Account Class 2
Signature Estate & Investment Advisors Llc
Americana Partners, LLC
Caitlin John, LLC
NBZ Investment Advisors LLC
Atria Investments Llc
Rogco, Lp
Brown Brothers Harriman & Co
Badgley Phelps Wealth Managers, LLC
Lakeshore Financial Planning, Inc.
Wealthfront Advisers Llc
15 Wealth Advisors LLC
Nikulski Financial, Inc.
Kingsman Wealth Management, Inc.
Wiley Bros.-aintree Capital, Llc
Gambit Capital Management, LLC
Coldstream Capital Management Inc
Vertex Planning Partners, LLC
Ameriprise Financial Inc
Landmark Wealth Management, LLC
Tidemark, LLC
StrongBox Wealth, LLC
Schrum Private Wealth Management LLC
Ffg Retirement Advisors Llc
Hm Payson & Co
Sequent Planning LLC
Values Added Financial LLC
Frankly Finances, LLC
Sankala Group LLC
Stephens Inc /ar/
S. R. Schill & Associates
Jefferies Financial Group Inc.
Leading Edge Financial Planning LLC
AE Wealth Management LLC
Apollon Financial, LLC
Mallini Complete Financial Planning LLC
Geode Capital Management, Llc
Glassman Wealth Services
Lloyd Advisory Services, LLC.
YANKCOM Partnership
Gts Financial, Llc
Seeds Investor Llc
Maple Capital Management, Inc.
SHP Wealth Management
Milestone Asset Management, Llc
Arete Wealth Advisors, LLC
Pensionmark Financial Group, Llc
Pinnacle Financial Partners, Inc.
Integrated Wealth Concepts LLC
Alongside, Llc
Foresight Capital Management Advisors, Inc.
Bnp Paribas Arbitrage, Sa
Bensler, LLC
National Wealth Management Group, LLC
Strive Financial Group ,LLC
Prairie Wealth Advisors, Inc.
New Harbor Financial Group, LLC
Archer Investment Corp
Brookwood Investment Group LLC
Members Wealth Llc
Cornell Pochily Investment Advisors, Inc.
Financial Gravity Companies, Inc.
Frazier Financial Advisors, LLC
Renasant Bank
Keeler & Nadler Financial Planning & Wealth Management
Warren Averett Asset Management, LLC
Cedar Wealth Management, LLC
Monticello Wealth Management, Llc
High Probability Advisors, LLC
Quantinno Capital Management LP
Sharkey, Howes & Javer
Shepherd Financial Partners LLC
Compass Wealth Management LLC
Bernard Wealth Management Corp.
Heartwood Wealth Advisors LLC
Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares
Twin Focus Capital Partners, Llc
WCG Wealth Advisors LLC
Reyes Financial Architecture, Inc.
Smith & Howard Wealth Management, LLC
Adviser Investments LLC
Summit Global Investments
Kelman-Lazarov, Inc.
Barnes Dennig Private Wealth Management LLC
Ciovacco Capital Management LLC
Naples Global Advisors, Llc
Pure Financial Advisors, Inc.
Relyea Zuckerberg Hanson LLC
Exchange Traded Concepts, Llc
Monograph Wealth Advisors, Llc
North Ridge Wealth Advisors, Inc.
TPG Financial Advisors, LLC
Prairie Advisory, Llc
UMA Financial Services, Inc.
Cascade Financial Partners, LLC
Sentinel Pension Advisors Inc
Kestra Investment Management, LLC
United Asset Strategies, Inc.
Intact Investment Management Inc.
Basso Capital Management, L.p.
Woodard & Co Asset Management Group Inc /adv
Meridian Financial, LLC
LWM Advisory Services, LLC
Burnham & Co LLC
Shared Vision Wealth Group LLC
BCGM Wealth Management, LLC
Paladin Wealth, LLC
Essex Financial Services, Inc.
JSF Financial, LLC
Schulz Wealth, LTD.
Treasure Coast Financial Planning
Timmons Wealth Management, LLC
SIRAX - Northern Lights Fund Trust - Sierra Tactical All Asset Fund Class A
Macco Financial Group, Inc.
Harmony Asset Management Llc
Destiny Capital Corp/CO
Soltis Investment Advisors LLC
Networth Advisors, LLC
Nemes Rush Group LLC
Capital Investment Advisory Services, LLC
Concord Asset Management, LLC/VA
Bartlett & Co. Wealth Management Llc
WealthCollab, LLC
Serenus Wealth Advisors, LLC
Worth Financial Advisory Group, LLC
Perkins Coie Trust Co
Spartan Wealth Advisory Services LLC
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class
Torren Management, LLC
Sagespring Wealth Partners, Llc
Troutman Wealth Management, LLC
Stirlingshire Investments, Inc.
Fulcrum Capital LLC
Moisand Fitzgerald Tamayo, LLC
Delos Wealth Advisors, LLC
Blue Capital, Inc.
Asset One Wealth Management LLC
Investments & Financial Planning, LLC
Arcadia Investment Management Corp/mi
Beacon Financial Strategies CORP
TrueWealth Advisors, LLC
Baird Financial Group, Inc.
Bank Of America Corp /de/
Oakmont Advisory Group, LLC
Core Wealth Advisors, Inc.
NORTHERN LIGHTS FUND TRUST II - Beacon Dynamic Allocation Fund Class A
1015 Capital Partners, LLC
USA Financial Portformulas Corp
Guidance Capital, Inc
Santori & Peters, Inc.
My Portfolio Guide, LLC
Centric Wealth Management
Merit Financial Group, LLC
First Nebraska Trust Co
Acumen Wealth Advisors, LLC
Gen-Wealth Partners Inc
GW&K Investment Management, LLC
Agur Provident & Training Funds Management Ltd
Sterling Group Wealth Management, LLC
Federation des caisses Desjardins du Quebec
Highland Investment Advisors LLC
Ancora Advisors, LLC
KWB Wealth
ETFWX - North Square Investments Trust - North Square Tactical Defensive Fund Class I
Prosperity Consulting Group, LLC
Financial Advisory Service, Inc.
Arrien Investments, Inc.
Nottingham Advisors, Inc.
LRI Investments, LLC
Plum Street Advisors, LLC
LongView Wealth Management
Wealth Management Resources, Inc.
Hrt Financial Lp
Napier Financial, LLC
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer October Account Class 2
Moller Financial Services
Signaturefd, Llc
Coastal Investment Advisors, Inc.
Tompkins Financial Corp
Csenge Advisory Group
Western Financial Corp/CA
Catalyst Financial Partners Llc
Sax Wealth Advisors, Llc
Summit Financial, LLC
Beech Hill Advisors, Inc.
Wescott Financial Advisory Group, LLC
Dakota Wealth Management
Callan Family Office, LLC
SWAN Capital LLC
Adamsbrown Wealth Consultants Llc
Fmr Llc
GSG Advisors LLC
CI Private Wealth, LLC
Catalytic Wealth RIA, LLC
Legacy Wealth Partners, LLC
Parallel Advisors, LLC
Northwestern Mutual Wealth Management Co
AJ Advisors, LLC
Cypress Capital Advisors, LLC
Stewardship Advisors, LLC
Leavell Investment Management, Inc.
Symphony Financial, Ltd. Co.
Commonwealth Financial Services, LLC
MN Wealth Advisors, LLC
Strong Retirement Solutions LLC
Collier Financial
Monetary Management Group Inc
Hilton Head Capital Partners, LLC
Lifeworks Advisors, LLC
Vigilare Wealth Management
Fairway Wealth LLC
Barnes Wealth Management Group, Inc
Highland Financial Advisors, LLC
Alliance Wealth Advisors, LLC
Rialto Wealth Management, LLC
Pacific Financial Group Inc
Raleigh Capital Management Inc.
Novus Advisors, Llc
North Star Investment Management Corp.
SRS Capital Advisors, Inc.
Elevated Capital Advisors, LLC
Emerald Investment Partners, Llc
Gradient Investments LLC
WealthTrak Capital Management LLC
Financial Solutions Advisory Group, Inc.
Valmark Advisers, Inc.
BlueCrest Capital Management Ltd
Godfrey Financial Associates, Inc.
Great Valley Advisor Group, Inc.
Hardy Reed LLC
Lighthouse Financial Services Inc /adv
Inspirion Wealth Advisors, Llc
Parsons Capital Management Inc/ri
Geneos Wealth Management Inc.
Glass Jacobson Investment Advisors llc
EverSource Wealth Advisors, LLC
Atlas Private Wealth Advisors
Modera Wealth Management, LLC
Atomi Financial Group, Inc.
Summit Financial Consulting LLC
Secure Asset Management, LLC
BCJ Capital Management, LLC
My Purposeful Wealth Corp.
Pacific Excel Wealth Advisors, Inc.
Princeton Global Asset Management LLC
Pinnacle Wealth Planning Services, Inc.
Oregon Pacific Wealth Management, LLC
FF Advisors,LLC
Magnolia Capital Advisors Llc
Coordinated Financial Services, Inc.
BluePath Capital Management, LLC
National Mutual Insurance Federation of Agricultural Cooperatives
Wright Wealth Llc
Foundations Investment Advisors, LLC
Cary Street Partner Investment Advisory Llc
Cherry Tree Wealth Management, LLC
Arvest Bank Trust Division
Legacy Financial Group LLC
Paladin Advisory Group, LLC
Clark Capital Management Group, Inc.
Capital Advisors, Ltd. LLC
Beck Capital Management, Llc
United Capital Financial Advisers, Llc
Regions Financial Corp
StoneCrest Wealth Management, Inc.
Keystone Wealth Services, LLC
SBI Securities Co., Ltd.
Lbmc Investment Advisors, Llc
Capital Performance Advisors Llp
Deutsche Bank Ag\
Cornerstone Wealth Group, LLC
Vantagepoint Investment Advisers Llc
Midwest Trust Co
Sigma Planning Corp
Procyon Private Wealth Partners, LLC
Stillwater Private Wealth, LLC
BIP Wealth, LLC
Natixis Advisors, L.p.
StoneX Group Inc.
Ridgeline Wealth Planning, LLC
Calton & Associates, Inc.
Patriot Financial Group Insurance Agency, LLC
Valeo Financial Advisors, LLC
Millington Securities, Llc
Marks Group Wealth Management, Inc
Ccg Wealth Management, Llc
Crestwood Advisors Group LLC
Quadrant Private Wealth Management, LLC
Helium Advisors LLC
Sugar Maple Asset Management, LLC
CSM Advisors, LLC
J. R. Prunier Capital Management LLC
Upper Left Wealth Management, LLC
Mjp Associates Inc /adv
Security Financial Services, INC.
New England Asset Management Inc
Connecticut Wealth Management, LLC
Pnc Financial Services Group, Inc.
Opus Investment Management Inc
Madison Asset Management, LLC
Clarity Financial LLC
Prime Capital Investment Advisors, LLC
Empirical Asset Management, LLC
BankPlus Trust Department
Spence Asset Management
MEMBERS Trust Co
Managed Portfolio Series - Leuthold Global Fund Institutional Class
Catalyst Private Wealth, Llc
Kingswood Wealth Advisors, Llc
Flow Traders U.s. Llc
Chicago Partners Investment Group LLC
Drucker Wealth 3.0, LLC
Financial Network Wealth Advisors LLC
McAdam, LLC
Financial Management Network Inc
Cary Street Partners Financial Llc
Liberty Capital Management, Inc.
Teamwork Financial Advisors, LLC
Private Wealth Asset Management, LLC
Arkadios Wealth Advisors
Creative Financial Designs Inc /adv
Sanchez Wealth Management Group
Money Concepts Capital Corp
Aqr Capital Management Llc
Kestra Advisory Services, LLC
Snowden Capital Advisors LLC
Expressive Wealth LLC
Widmann Financial Services, Inc.
ERn Financial, LLC
Park Place Capital Corp
Claris Financial LLC
Dogwood Wealth Management LLC
Brooklyn FI, LLC
Wilian Securities, LLC
Zacks Investment Management
F/M Investments LLC
Titleist Asset Management, Llc
New Perspectives, Inc
Waterloo Capital, L.P.
RWM Asset Management, LLC
Midwest Heritage Bank, FSB
Wealthbridge Capital Management, Llc
Balboa Wealth Partners
Olistico Wealth, LLC
NewEdge Wealth, LLC
Goldman Sachs Group Inc
Howard Bailey Securities, Llc
Threadgill Financial, Llc
Rossby Financial, LCC
Hughes Financial Services, LLC
Brown Financial Advisors
TEBRX - NORTHERN LIGHTS FUND TRUST III - The Teberg Fund
Integrity Wealth Solutions LLC
UNIVEST FINANCIAL Corp
Zhang Financial LLC
Planning Strategies Inc.
Simplicity Wealth,LLC
FLC Capital Advisors
Ethic Inc.
Apollon Wealth Management, LLC
Luken Investment Analytics, LLC
Broadway Wealth Solutions, Inc.
Financial Engines Advisors L.L.C.
SOUTH STATE Corp
Rockbridge Investment Management, LCC
Verus Capital Partners, Llc
Cornerstone Financial Management LLC
Breakwater Investment Management
Trust Co Of Vermont
Market Street Wealth Management Advisors Llc
KPP Advisory Services LLC
Alliance Wealth Management Group
Ameritas Advisory Services, LLC
Embree Financial Group
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Consolidated Planning Corp
DGS Capital Management, LLC
Prostatis Group LLC
KC Investment Advisors, LLC
Northern Trust Corp
Voya Investment Management Llc
Schwallier Wealth Management LLC
Global View Capital Management LLC
Greenleaf Trust
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares
Wealth Advisors of Iowa, LLC
Fifth Third Wealth Advisors LLC
Targeted Financial Services LLC
Signal Tree Financial Partners Llc
Vestmark Advisory Solutions, Inc.
Global Retirement Partners, LLC
Capital Financial Group Inc\co\ /adv
Meitav Dash Investments Ltd
CogentBlue Wealth Advisors, LLC
Kovitz Investment Group Partners, LLC
Solitude Financial Services
Larson Financial Group LLC
Action Point Financial Planning, Llc
Kickstand Ventures, Llc.
Cambridge Investment Research Advisors, Inc.
Sanchez Gaunt Capital Management, LLC
Single Point Partners, LLC
Donaldson Capital Management, Llc
LOM Asset Management Ltd
Horizon Wealth Management, LLC
Prosperitas Financial LLC
GK Wealth Management LLC
Diversify Advisory Services, LLC
Conquis Financial Llc
Cetera Investment Advisers
Curbstone Financial Management Corp
360 Financial, Inc.
Ashton Thomas Securities, Llc
HNDL - Strategy Shares - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF
Wealth Alliance
Evolution Wealth Management Inc.
Wbh Advisory Inc
Raymond James Financial Inc
Oppenheimer & Co Inc
Guardian Asset Advisors, LLC
Bleakley Financial Group, LLC
Maridea Wealth Management LLC
Orin Green Financial, LLC
Trinity Wealth Management, LLC
Pacifica Partners Inc.
International Assets Investment Management, Llc
Toth Financial Advisory Corp
Astoria Portfolio Advisors LLC.
Jupiter Topco LLC
Premier Private Wealth Management LLC
E&G Advisors, LP
Strategic Wealth Partners, Ltd.
Asset Advisors Investment Management, LLC
TIAA Wealth Investment Management LLC
BLUC - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Core ETF
Petix & Botte Co
Longview Financial Advisors LLC
Steelhead Wealth Management LLC
Norinchukin Bank, The
New Wave Wealth Advisors Llc
TBFC - ETF Series Solutions - The Brinsmere Fund - Conservative ETF
Whittier Trust Co
Beacon Pointe Advisors, LLC
Kirkwood Financial Services
James J. Burns & Company, LLC
TCG Advisory Services, LLC
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer April Account Class 2
Savvy Advisors, Inc.
Windsor Capital Management, LLC
Catalina Capital Group, LLC
Sound Capital Solutions LLC
Bauman Advisory Group, LLC
Hbk Investments L P
Level Four Advisory Services, Llc
Range Financial Group LLC
Cordoba Advisory Partners LLC
Capital Advantage, Inc.
LifeWealth Investments, LLC
Arrowroot Family Office, LLC
Portland Financial Advisors Inc
Wright Fund Managment, LLC
Holistic Financial Partners
Clear Creek Financial Management, LLC
WorthPointe, LLC
Leo Wealth, LLC
Walsh & Associates, LLC
B.A. Schrock Wealth Management, Inc.
Metis Global Partners, LLC
EPG Wealth Management LLC
Wagner Wealth Management, Llc
Northern Lights Fund Trust IV - Main BuyWrite ETF
Entrewealth, Llc
Us Bancorp \de\
Steigerwald, Gordon & Koch Inc.
Avion Wealth
SNS Financial Group, LLC
GM Advisory Group, Inc.
Alesco Advisors Llc
Squarepoint Ops LLC
Culbertson A N & Co Inc
Sovereign Financial Group, Inc.
Ascension Capital Advisors, Inc.
Fwl Investment Management, Llc
Mosaic Family Wealth Partners, Llc
Spectrum Planning & Advisory Services Inc.
Bluesphere Advisors, LLC
Trademark Financial Management, LLC
Strategic Financial Services, Inc,
Trilogy Capital Inc.
4wealth Advisors, Inc.
Kovack Advisors, Inc.
TD Capital Management LLC
Abner Herrman & Brock Llc
Presidio Capital Management, LLC
Susquehanna International Group, Llp
Legacy Capital Group California, Inc.
Silverlake Wealth Management Llc
Compass Ion Advisors, LLC
Fortitude Family Office, LLC
William Mack & Associates, Inc.
Orographic Financial Advisors, LLC
Sage Mountain Advisors LLC
Tiaa-cref Individual & Institutional Services, Llc
First Pacific Financial
West Paces Advisors Inc.
Hollencrest Capital Management
Louisiana State Employees Retirement System
DB Fitzpatrick & Co, Inc
Crescent Grove Advisors, LLC
Tandem Investment Partners LLC
One Charles Private Wealth Services, LLC
Great Lakes Retirement, Inc.
James T. Borello RIA
Unify Financial Advisors
May Barnhard Investments LLC
Mendel Capital Management LLC
Indivisible Partners
Glenview Trust Co
EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB
Novem Group
Impact Partnership Wealth, LLC
Paradigm Financial Partners, Llc
Bull Oak Capital, LLC
Global Trust Asset Management, LLC
Stone House Investment Management, LLC
Truvestments Capital Llc
Alamar Capital Management, LLC
Measured Wealth Private Client Group, LLC
Strategic Advocates LLC
Colonial River Wealth Management, LLC
HFM Investment Advisors, LLC
Insigneo Advisory Services, Llc
Root Financial Partners, LLC
Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares
GWM Advisors LLC
Robinswood Financial LLC
One Wealth Advisors, LLC
Providence Capital Advisors, LLC
Invesco Ltd.
Atlantic Trust, LLC
HWG Holdings LP
Cranbrook Wealth Management, LLC
Legacy Financial Strategies, LLC
Condor Capital Management
Endurance Services Ltd
Kaydan Wealth Management, Inc.
Transcendent Capital Group LLC
Summit Financial Wealth Advisors, LLC
W.H. Cornerstone Investments Inc.
Robinhood Asset Management, LLC
Fortis Capital Advisors, LLC
CFS Investment Advisory Services, LLC
Trivant Custom Portfolio Group, LLC
Advisors Preferred, LLC
Everhart Financial Group, Inc.
GAMMA Investing LLC
Kendall Capital Management
Triad Wealth Partners, LLC
Insight Advisors, LLC/ PA
ZEGA Investments, LLC
Protective Life Corp
Fifth Third Bancorp
Hudson Valley Investment Advisors Inc /adv
Chesapeake Asset Management Llc
Advisory Services Network, LLC
Exencial Wealth Advisors, Llc
Strategic Investment Advisors / MI
Chatterton & Associates Inc.
Fsb Premier Wealth Management, Inc.
Advyzon Investment Management, LLC
Hantz Financial Services, Inc.
HF Advisory Group, LLC
JustInvest LLC
Merkkuri Wealth Advisors LLC
TCP Asset Management, LLC
Keating Financial Advisory Services, Inc.
Truist Financial Corp
TSG Advice Partners, LLC
Laraway Financial Inc
Fundamentun, Llc
AdvisorNet Financial, Inc
Note Advisors, LLC
Trust Co
SILVER OAK SECURITIES, Inc
Signal Advisors Wealth, LLC
Morgan Stanley
Fisher Asset Management, LLC
Fingerlakes Wealth Management, Inc.
Intrepid Financial Planning Group LLC
Wealth Enhancement Advisory Services, Llc
NorthAvenue LLC
Corsicana & Co.
Sfam, Llc
Capital Advisors Inc/ok
McLaughlin Asset Management, Inc.
Retirement Planning Co of New England, Inc.
Financial Connections Group, Inc.
Benjamin Edwards Inc
BAM Wealth Management, LLC
Wallace Advisory Group, LLC
Atomic Invest LLC
Crown Wealth Group, LLC
Edgestream Partners, L.P.
Heritage Family Offices, LLP
Mainsail Financial Group, LLC
Syntegra Private Wealth Group, LLC
Lebenthal Global Advisors, LLC
OneAscent Financial Services LLC
OMNI 360 Wealth, Inc.
Markowski Investments
Romano Brothers And Company
Norden Group Llc
Rakuten Securities, Inc.
Onyx Bridge Wealth Group LLC
Kestra Private Wealth Services, Llc
Verde Capital Management
Bawa N Mallick Trust
PCA Investment Advisory Services Inc.
Flagship Harbor Advisors, Llc
Montz Harcus Wealth Management LLC
Fagan Associates, Inc.
ATX Financial Planning, LLC
Brighton Jones Llc
First National Bank Of Omaha
First Heartland Consultants, Inc.
TSA Wealth Managment LLC
Gerber Kawasaki Wealth & Investment Management
Sig Brokerage, Lp
Pacitti Group Inc.
Price T Rowe Associates Inc /md/
DHJJ Financial Advisors, Ltd.
Commonwealth Retirement Investments LLC
Mutual Advisors, LLC
Lane Brothers & Co Inc
Signature Equity Partners, LLC
Blue Jean Financial Llc
Eagle Strategies LLC
Cardiff Park Advisors, Llc
Country Trust Bank
M1 Capital Management LLC
Jaffetilchin Investment Partners, LLC
Roxbury Financial LLC
Bank Of Nova Scotia
Peck Wealth Management, LLC
Carroll Advisory Group, LLC
Thrivent Financial For Lutherans
Element Wealth, LLC
Meramec Financial Planners, LLC
Winthrop Advisory Group LLC
Crews Bank & Trust
Quest 10 Wealth Builders, Inc.
Daviman Financial, LLC
Quent Capital, LLC
Baker Tilly Financial, Llc
Westside Investment Management, Inc.
Emergent Wealth Advisors, LLC
Maripau Wealth Management Llc
Global Assets Advisory, LLC
Fulcrum Equity Management
Fonville Wealth Management LLC
Synergy Financial Management, LLC
Mfg Wealth Management, Inc.
Gateway Wealth Partners, LLC
IMG Wealth Management, Inc.
Oarsman Capital, Inc.
D.a. Davidson & Co.
J. M. Brown & Associates Inc.
Bluestem Financial Advisors, Llc
RFG Advisory, LLC
Main Street Group, LTD
Kirtland Hills Capital Management, Llc
Acropolis Investment Management, LLC
PSI Advisors, LLC
Quaker Wealth Management, LLC
Seacrest Wealth Management, Llc
Pathstone Holdings, LLC
PlanVest Financial, Inc
Clark Asset Management, LLC
URS Advisory LLC
King Luther Capital Management Corp
Plan Group Financial, LLC
Lodestar Private Asset Management Llc
Vickerman Investment Advisors, Inc.
Silver Grove Financial Group, Inc.
Fragasso Group Inc.
Venturi Wealth Management, LLC
Golden State Wealth Management, LLC
Cottage Street Advisors LLC
SageView Advisory Group, LLC
GoalVest Advisory LLC
Thryve Wealth Management Llc
Ossiam
Quadcap Wealth Management, LLC
Hobbs Group Advisors, LLC
RMG Wealth Management LLC
Richard W. Paul & Associates, LLC
Global X Japan Co., Ltd.
MSH Capital Advisors LLC
Cypress Wealth Services, LLC
Watershed Private Wealth Llc
Nations Financial Group Inc, /ia/ /adv
Vanguard National Trust Co
EJMK Ventures LLC
Gables Capital Management Inc.
Baltimore-Washington Financial Advisors, Inc.
Guyasuta Investment Advisors Inc
Advisors Capital Management, LLC
Freestone Capital Holdings, LLC
Qrg Capital Management, Inc.
Riggs Asset Managment Co. Inc.
Umb Bank N A/mo
PAX Financial Group, LLC
Eaton-Cambridge Inc.
Cooper Capital Advisors LLC
City Center Advisors, LLC
Independent Advisor Alliance
REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class
New Jersey Better Educational Savings Trust
Retirement Financial Solutions, Llc
Tower View Investment Management & Research LLC
Copley Financial Group, Inc.
Garrett Investment Advisors LLC
Harbour Investments, Inc.
Peterson Wealth Advisors, LLC
Mirae Asset Global Investments Co., Ltd.
Ieq Capital, Llc
Spectrum Strategic Capital Management, LLC
MONECO Advisors, LLC
Capasso Planning Partners LLC
Main Street Financial Solutions, LLC
One Day In July LLC
Aptus Capital Advisors, LLC
Vanguard Advisers Inc
Carnegie Capital Asset Management, LLC
Richardson Financial Services Inc.
Sequent Asset Management, LLC
Lord & Richards Wealth Management, LLC
Archford Capital Strategies, LLC
Marathon Strategic Advisors, LLC
Centurion Wealth Management LLC
Blue Water Asset Management
Emerald Advisors, LLC
Meriwether Wealth & Planning, LLC
Sofos Investments, Inc.
Blue Edge Capital, LLC
Retiremitten Financial Llc
Crewe Advisors LLC
Mercer Global Advisors Inc /adv
Marshall Wace, Llp
Breachway Investments LLC
Blue Bell Private Wealth Management, Llc
Wedbush Securities Inc
Black Swift Group, LLC
Creative Planning
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class
Arvest Investments, Inc.
Five Oceans Advisors
MKT Advisors LLC
Wilkins Miller Wealth Management, LLC
Stone Point Wealth LLC
Accel Wealth Management
Abound Wealth Management
Sanibel Captiva Trust Company, Inc.
Vantage Investment Partners, LLC
Macroview Investment Management Llc
Madison Wealth Partners, Inc
Wealthspire Advisors, LLC
BKD Wealth Advisors, LLC
WealthPLAN Partners, LLC
Forthright Family Wealth Advisory LLC
Athena Wealth Management, LLC
Copia Wealth Management
Goodman Advisory Group, LLC
Pacific Park Financial, Inc.
Wells Fargo & Company/mn
Omnitrust Wealth Management, Inc
Urban Wealth Management, LLC
Ewa, Llc
Liberty Atlantic Advisors LLC
Evermay Wealth Management Llc
Ausdal Financial Partners, Inc.
Farther Finance Advisors, LLC
Palatine Hill Wealth Management, LLC
Matauro, Llc
TFC Financial Management
Titan Global Capital Management Usa Llc
Shotwell Rutter Baer Inc
Fortis Group Advisors, LLC
Coastal Bridge Advisors, LLC
Tsfg, Llc
Waterfront Wealth Inc.
Avantax Planning Partners, Inc.
Cwm, Llc
Advocacy Wealth Management Services, LLC
Financial Security Advisor, Inc.
Elm Partners Management LLC
Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 1 ETF
3EDGE Asset Management, LP
JB Capital LLC
Huntington National Bank
M&t Bank Corp
Community Financial Services Group, LLC
Delta Wealth Advisors LLC
Souders Financial Advisors
Balentine LLC
Outlook Wealth Advisors, LLC
Armstrong Advisory Group, Inc
CIBC Bancorp USA Inc.
Provident Wealth Management, LLC
Janney Montgomery Scott LLC
B.O.S.S. Retirement Advisors, LLC
Facet Wealth, Inc.
Fiduciary Advisors, Inc.
Alteri Wealth LLC
PFG Investments, LLC
Sargent Investment Group, LLC
Neuberger Berman Group LLC
Northstar Group, Inc.
Financial Advisory Partners, Llc
Harbor Advisory Corp /ma/
Boothe Investment Group, Inc.
Stonebrook Private Inc.
Next Level Private LLC
Smartleaf Asset Management LLC
Hartford Financial Management Inc.
Proathlete Wealth Management Llc
Vestia Personal Wealth Advisors
Greenup Street Wealth Management Llc
Brian Low Financial Group, Llc
Mystic Asset Management, Inc.
Edgemoor Investment Advisors, Inc.
Beckerman Institutional, LLC
HBK Sorce Advisory LLC
Cerro Pacific Wealth Advisors LLC
Beta Wealth Group, Inc.
Jane Street Group, Llc
Laurel Wealth Advisors LLC
Oxford Financial Group Ltd
First Trust Advisors Lp
Asset Allocation & Management Company, LLC
Two Sigma Investments, Lp
PFG Private Wealth Management, LLC
Brown Wealth Management, Llc
Clear Point Advisors Inc.
American Investment Services, Inc.
AVTM - AMERICAN CENTURY ETF TRUST - Avantis Total Equity Markets ETF
Parcion Private Wealth LLC
Morrissey Wealth Management, LLC
RMR Wealth Builders
Stratos Wealth Advisors, LLC
HORAN Wealth, LLC
tru Independence LLC
Convergence Financial, LLC
RiverFront Investment Group, LLC
Next Level Wealth Planning, LLC
Prestige Wealth Management Group LLC
Harwood Advisory Group, LLC
Investment Planning Advisors, Inc.
Albion Financial Group /ut
Tounjian Advisory Partners, Llc
Luminist Capital LLC
Tradewinds Capital Management, LLC
Optivise Advisory Services LLC
Fosun International Ltd
Tarbox Family Office, Inc.
Citadel Advisors Llc
Reliant Investment Partners, LLC
Vestment Financial LLC
M Holdings Securities, Inc.
Aspire Private Capital, LLC
Lockerman Financial Group, Inc.
Mach-1 Financial Group, Inc.
Strategic Financial Concepts, LLC
Pennington Partners & Co., Llc
Wolff Wiese Magana Llc
Platform Technology Partners
Old Second National Bank Of Aurora
Cresset Asset Management, LLC
Twin Peaks Wealth Advisors, LLC
Wealthgarden F.s. Llc
Alliance Wealth Advisors, LLC /UT
Naviter Wealth, LLC
Cassilly Financial Group LLC
Heritage Wealth Advisors
Empower Advisory Group, LLC
Ritholtz Wealth Management
October Effect Ltd
Renaissance Technologies Llc
Laurel Wealth Planning LLC
Bank Of Montreal /can/
United Advisor Group, LLC
North Star Asset Management Inc
Apex Wealth Management, LLC
Independence Wealth Advisors, LLC
AlTi Global, Inc.
Retirement Planning Group
Centaurus Financial, Inc.
Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class
Clarus Wealth Advisors
Gunpowder Capital Management, LLC dba Oliver Wealth Management
Nalls Sherbakoff Group, Llc
American Century Companies Inc
Bradley Foster & Sargent Inc/ct
VCI Wealth Management LLC
Vectors Research Management, LLC
TIG Advisors, LLC
Harbor Group, Inc.
Davidson Kempner Capital Management Lp
SMI Advisory Services, LLC
Rayburn West Financial Services LLC
Certior Financial Group, Llc
Bestgate Wealth Advisors, LLC
Principal Financial Group Inc
Winthrop Capital Management, LLC
Raab & Moskowitz Asset Management LLC
Tennessee Valley Asset Management Partners
Sage Financial Management Group, Inc.
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
Klaas Financial Asset Advisors, LLC
Asio Capital, LLC
ORBA Wealth Advisors, L.L.C.
EP Wealth Advisors, Inc.
VSM Wealth Advisory, LLC
Tlwm
LexAurum Advisors, LLC
RBF Capital, LLC
HBW Advisory Services LLC
VestGen Advisors, LLC
EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB
Verdence Capital Advisors LLC
Imprint Wealth LLC
Armis Advisers, LLC
Berger Financial Group, Inc
Foronjy Financial Llc
Green Harvest Asset Management LLC
Arwa Llc
Canvas Wealth Advisors, LLC
Invst, LLC
WealthPlan Investment Management, LLC
Ruggiero Investments, Inc.
Redwood Financial Network Corp
Kingsbury Capital Investment Advisors LLC
Cornerstone Advisors Asset Management, Inc
Kachkovsky & Fisher, Inc.
Sei Investments Co
Milestone Asset Management Group, LLC
Lantern Wealth Advisors, LLC
Wall Street Financial Group, Inc.
IFC & Insurance Marketing, Inc.
Eldridge Investment Advisors, Inc.
Independent Financial Group, Llc
Dagco, Inc.
Inscription Capital, LLC
DiMeo Schneider & Associates, L.L.C.
Tull Financial Group, Inc.
Perennial Investment Advisors, LLC
GeoWealth Management, LLC
Traynor Capital Management, Inc.
Glenmede Trust Co Na
Cyndeo Wealth Partners, LLC
Key FInancial Inc
RIA Advisory Group LLC
Advisor Group Holdings, Inc.
Compass Financial Management Llc
Phillips Financial Management, Llc
Garden State Investment Advisory Services LLC
Tempus Wealth Planning, LLC
Private Advisor Group, LLC
Pacific Center for Financial Services
Simplex Trading, Llc
MAI Capital Management
Chris Bulman Inc
Crew Capital Management, Ltd.
Portside Wealth Group, LLC
Invested Advisors
Centennial Bank/AR/
HighPoint Advisor Group LLC
Caliber Wealth Management, LLC / KS
Wrenne Financial Planning LLC
Dynamic Advisor Solutions LLC
Bricktown Capital, LLC
Meridian Wealth Advisors, LLC
Elevation Wealth Management LLC
Sykon Capital Llc
Moneta Group Investment Advisors Llc
Peak Retirement Planning, Inc.
Regimen Wealth, Llc
New Republic Capital, LLC
Fiduciary Alliance LLC
PCG Wealth Advisors, LLC
SCS Capital Management LLC
Bravera Wealth
Bfsg, Llc
VisionPoint Advisory Group, LLC
Charles Schwab Investment Management Inc
Turning Point Benefit Group, Inc.
Panoramic Investment Advisors, Llc
Defender Capital, LLC.
Advisor OS, LLC
Ayalon Holdings Ltd.
O'shaughnessy Asset Management, Llc
Cape Investment Advisory, Inc.
SeedSafe Financial LLC
Farmers & Merchants Investments Inc
Integrity Advisory Solutions, LLC
Confluence Wealth Services, Inc.
Accelerate Investment Advisors LLC
Rational Advisors Llc
Retirement Management Systems Inc.
Millstone Evans Group, LLC
My Personal CFO, LLC
Kedalion Capital Management LLP
Stratos Wealth Partners, LTD.
Steele Capital Management, Inc.
Wayfinding Financial, LLC
Timbuktu Capital Management, LLC
Private Wealth Group, LLC
Stokes Family Office, LLC
Old Mission Capital Llc
Horizon Bancorp Inc /in/
Global Endowment Management, LP
Tradition Wealth Management, LLC
Mendel Money Management
Highline Wealth Partners Llc
Maseco Llp
Jackson, Grant Investment Advisers, Inc.
Diligent Investors, LLC
Meridian Wealth Management, LLC
Capital Asset Advisory Services LLC
Prevail Innovative Wealth Advisors, Llc
Graetz Wealth LLC
Colter Lewis Investment Partners LLC
Spirepoint Private Client, Llc
Legacy Wealth Management, LLC / MS
Axiom Financial Strategies, LLC
Magnolia Private Wealth, LLC
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
Sound Income Strategies, LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Opulen Financial Group LLC
Prosperity Financial Group, Inc.
Family Wealth Group, LLC
Strategic Family Wealth Counselors, L.L.C.
Opus Capital Group, LLC
Wealth Management Nebraska
Vicus Capital
TriCert Investment Counsel Inc.
Strategic Financial Partners, Ltd.
AlphaCore Capital LLC
RDA Financial Network
Angeles Wealth Management, Llc
Hobbs Wealth Management, LLC
Brown Financial Advisory
YHB Investment Advisors, Inc.
SkyOak Wealth, LLC
Keybank National Association/oh
FLP Wealth Management, LLC
Park Avenue Securities Llc
Adams Wealth Management
Shaker Investments Llc/oh
Boomfish Wealth Group, LLC
Sixth Street Partners Management Company, L.P.
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
MBM Wealth Consultants, LLC
Potomac Fund Management Inc /adv
Traveka Wealth, LLC
Moody Lynn & Lieberson, Llc
ODonnell Financial Services, LLC
Putnam Fl Investment Management Co
Savant Capital, LLC
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
Blueline Advisors Llc
FreeGulliver LLC
Leigh Baldwin & Co., Llc
Galvin, Gaustad & Stein, LLC
McKinley Carter Wealth Services, Inc.
Camden Capital, LLC
Smithfield Trust Co
Kelsey Financial, LLC
Stadion Money Management, LLC
ALLW - SSGA Active Trust - SPDR Bridgewater All Weather ETF
Continuum Advisory, LLC
Broussard Financial Group LLC
SMART Wealth LLC
Axxcess Wealth Management, Llc
TOP Private Wealth LLC.
Oppenheimer Asset Management Inc.
WASHINGTON TRUST Co
Rothschild Investment Llc
Accurate Wealth Management, LLC
ProVise Management Group, LLC
USS Investment Management Ltd
Kellett Schaffner Wealth Advisors LLC
Wealth Enhancement Trust Services, Inc.
Basepoint Wealth LLC
Hurley Capital, LLC
Boothbay Fund Management, Llc
Nwam Llc
Focused Alpha, Llc
Steward Partners Investment Advisory, Llc
Washington Trust Advisors, Inc.
Seal Cove Capital, LLC
Approach Retirement Advisors, LLC
Beaumont Financial Advisors, LLC
Sanctuary Advisors, LLC
Forum Financial Management, LP
Investment Research & Advisory Group, Inc.
Modus Advisors, LLC
Pallas Capital Advisors LLC
Amara Financial, Llc.
Selby Wealth Management, LLC
American Money Management, LLC
Per Stirling Capital Management, LLC.
Brinker Capital Investments, LLC
MTM Investment Management, LLC
Acorn Wealth Advisors, LLC
Russell Investments Group, Ltd.
CWA Asset Management Group, LLC
Cypress Capital Management LLC (WY)
Cypress Financial Planning Llc
Access Financial Services, Inc.
Miracle Mile Advisors, LLC
Hofer & Associates. Inc
Manske Wealth Management
Gilbert & Cook, Inc.
Rockwood Wealth Management, LLC
Courier Capital Llc
Tru Independence Asset Management 2, Llc
Whelan Financial
Detalus Advisors, LLC
Uniting Wealth Partners, LLC
Schneider Downs Wealth Management Advisors, LP
Three Seasons Wealth, LLC
Nissay Asset Management Corp /japan/ /adv
Fortitude Financial, LLC
Green Ridge Wealth Planning LLC
Koshinski Asset Management, Inc.
Jfs Wealth Advisors, Llc
Segment Wealth Management, LLC
Mueller Wealth, LLC
SJS Investment Consulting Inc.
Diversify Wealth Management, Llc
Latitude Advisors, LLC
Simon Quick Advisors, Llc
Sound Financial Strategies Group, LLC
Johnson Investment Counsel Inc
Janus Henderson Group Plc
XDIV - Roundhill ETF Trust - Roundhill S&P 500 No Dividend Target ETF
Brogan Financial, Inc.
Medallion Wealth Advisors, LLC
Indiana Trust & Investment Management CO
Qube Research & Technologies Ltd
Florida Financial Advisors, Llc
Pitti Group Wealth Management, LLC
Better Way Financial, LLC
Thoroughbred Financial Services, Llc
Mml Investors Services, Llc
Strid Group, LLC
J.w. Cole Advisors, Inc.
Rosenberg Matthew Hamilton
Summit Wealth Partners, LLC
Stonehaven Wealth & Tax Solutions, Llc
Plante Moran Financial Advisors, LLC
Allspring Global Investments Holdings, LLC
Larry Mathis Financial Planning, LLC
ETF Store, Inc.
Integrity Alliance, Llc.
Principal Securities, Inc.
Buckingham Strategic Partners
Bernardo Wealth Planning LLC
MCF Advisors LLC
Wilson & Boucher Capital Management, LLC
M3 Advisory Group, LLC
Franklin Resources Inc
Davis Capital Management
Beaird Harris Wealth Management, LLC
Jones Financial Companies Lllp
Capstone Triton Financial Group, LLC
Envestnet Portfolio Solutions, Inc.
Community Bank, N.A.
Signet Financial Management, Llc
Beacon Financial Group
Keystone Financial Group
Ameriflex Group, Inc.
Aldebaran Financial Inc.
Sutton Place Investors Llc
Ballast Advisors Llc
Capital Investment Management, Inc.
Quartz Partners, LLC
Brio Consultants, LLC
Operose Advisors LLC
Crux Wealth Advisors
Mcguire Capital Advisors Inc
Ronald Blue Trust, Inc.
CX Institutional
McNamara Financial Services, Inc.
Fourth Dimension Wealth, LLC
BLUX - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Dynamic Total Market ETF
GHP Investment Advisors, Inc.
Compass Financial Services Inc
Private Client Services, Llc
Stifel Financial Corp
Ironwood Financial, llc
Avidian Wealth Solutions, LLC
Mosley Wealth Management
Maia Wealth LLC
Sand Hill Global Advisors, LLC
Turtle Creek Wealth Advisors, LLC
Abound Financial, Llc
Envestnet Asset Management Inc
NFP Retirement, Inc.
Orion Capital Management LLC
Cypress Capital Group
NorthRock Partners, LLC
Hutchens & Kramer Investment Management Group, LLC
A4 Wealth Advisors LLC
Excelsior Advisor Network LLC
Western Wealth Management, LLC
Oakwell Private Wealth Management, LLC
Mission Creek Capital Partners, Inc.
Boulder Wealth Advisors, LLC
Liberty Wealth Management Llc
Global Wealth Management Investment Advisory, Inc.
Town Capital LLC
Joel Adams & Associates, Inc.
PCB Capital LLC
TrustBank
Strategic Advisors LLC
Noble Wealth Management PBC
High Note Wealth, LLC
Newbridge Financial Services Group, Inc.
Gross & Hartman Investments LLC
MidFirst Bank
MY Wealth Management Inc.
Perennial Advisors, LLC
Vista Investment Management
City National Bank Of Florida /msd
Advance Capital Management, Inc.
Arista Wealth Management, LLC
Prospect Financial Services LLC
Storen Legacy Partners, LLC
Asset Dedication, LLC
Flagship Private Wealth, LLC
Caldwell Securities, Inc
SK Wealth Management, LLC
SageGuard Financial Group, LLC
Keystone Financial Services, LLC
SOA Wealth Advisors, LLC.
JMN Financial LLC
MBE Wealth Management, LLC
Sbe Llc Dba Cedar Cove Wealth Partners
Miller Capital Partners, Inc.
LaSalle St. Investment Advisors, LLC
Financial Consulate, Inc
Corundum Group, Inc.
Vontobel Holding Ltd.
Clayton Financial Group LLC
HB Wealth Management, LLC
Apeiron RIA LLC
Security National Bank Of Sioux City Iowa /ia/
Summit Financial Strategies, Inc.
Vermillion & White Wealth Management Group, LLC
Semitam Bonam Llc
St Germain D J Co Inc
Ellenbecker Investment Group
Chilton Capital Management Llc
Flynn Zito Capital Management, Llc
Deane Retirement Strategies, Inc.
National Bank Of Canada /fi/
Butensky & Cohen Financial Security, Inc
Nuveen, LLC
Anchor Investment Management, LLC
Mayflower Financial Advisors, LLC
Wealthcare Advisory Partners LLC
Lido Advisors, LLC
Revere Asset Management, Inc
Comprehensive Financial Planning, Inc./PA
Robbins Farley Llc
Kagan Cocozza Asset Management
BLGR - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Growth ETF
Northern Lights Fund Trust IV - Brookstone Active ETF
TD Waterhouse Canada Inc.
Absolute Capital Management, LLC
Valued Wealth Advisors LLC
Lavaca Capital Llc
Talon Private Wealth, LLC
Bessemer Group Inc
River Street Advisors LLC
MFA Wealth Services
Independent Wealth Network Inc.
Welch Capital Partners Llc/ny
WealthPoint Financial, LLC
Keel Point, LLC
Revisor Wealth Management LLC
Narus Financial Partners, LLC
Knightsbridge Asset Management, Llc
ORG Wealth Partners, LLC
Cahaba Wealth Management, Inc.
Private Trust Co Na
IMA Wealth, Inc.
Wells Financial Advisors INC
Vantage Point Financial LLC
Pinnacle Family Advisors, LLC
Ascent Group, LLC
Acorn Financial Advisory Services Inc /adv
Tableaux Llc
Trask Adam Roland
Horst & Graben Wealth Management LLC
CRTPX - PFS FUNDS - Potomac Tactically Passive Fund Institutional Class Shares
Concord Wealth Partners
Range Advisory, LLC
Sensible Money, LLC
Corrado Advisors, Llc
Smallwood Wealth Investment Management, LLC
Taiyo Life Insurance Co
Blair William & Co/il
Legacy Advisory Services, LLC
Penobscot Wealth Management
Byrne Financial Freedom, Llc
Northeast Investment Management
Fusion Family Wealth LLC
Integrated Wealth Management
SFG Wealth Management, LLC.
Jacobi Capital Management LLC
Total Clarity Wealth Management, Inc.
Global Financial Private Client, LLC
Fortitude Advisory Group L.L.C.
Downshift Financial, LLC
Voisard Asset Management Group, Inc.
Captrust Financial Advisors
Flower City Capital
Equitable Holdings, Inc.
Reuter James Wealth Management, Llc
Aaron Wealth Advisors LLC
Toroso Investments, LLC
Pictet North America Advisors SA
Cambient Family Office, Llc
New Insight Wealth Advisors
Curtis Advisory Group, LLC
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer July Account Class 2
Change Path, LLC
Topsail Wealth Management, LLC
Phillip James Consulting Co.
Winch Advisory Services, LLC
FFG Partners, LLC
Lowe Brockenbrough & Co Inc
Presper Financial Architects, LLC
Chesley Taft & Associates LLC
Towercrest Capital Management
Park Square Financial Group, LLC
Hengehold Capital Management Llc
McHugh Group, LLC
Spire Wealth Management
Smith Asset Management Co., LLC
Linscomb & Williams, Inc.
Wellington-altus Usa Inc.
Colony Group, LLC
Principia Wealth Advisory, LLC
Crusonia Wealth Advisors LLC
Tucker Asset Management Llc
Global Trust Wealth Management LLC
Founders Financial Alliance, LLC
Jpmorgan Chase & Co
Standpoint Asset Management, LLC
Kathmere Capital Management, LLC
Archer Investment Management, LLC
TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF
Eclectic Associates Inc /adv
Abundance Wealth Counselors
Fifth Third Securities, Inc.
Mission Wealth Management, Lp
Rhl Group, Llc
Lifelong Wealth Advisors, Inc.
RSST - Tidal Trust II - Return Stacked(R) U.S. Stocks & Managed Futures ETF
Grimes & Company, Inc.
Denver Wealth Management, Inc.
Allen Capital Group, LLC
Td Private Client Wealth Llc
Auour Investments LLC
Register Financial Advisors LLC
Wealth Watch Advisors, INC
AssuredPartners Investment Advisors, LLC
Patten Group, Inc.
Citizens Financial Group Inc/ri
Parkway Wealth Management Group, LLC
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Rockefeller Capital Management L.P.
Two West Capital Advisors LLC
Meeder Advisory Services, Inc.
Kingdom Financial Group LLC.
Foster & Motley Inc
Rooted Wealth Advisors, Inc.
Balyasny Asset Management Llc
Bright Futures Wealth Management, LLC.
V2 Financial group LLC
APS Management Group, Inc.
Financial Futures Ltd Liability Co.
Fortis Advisors, LLC
Nicolet Bankshares Inc
Bluedoor Private Wealth, Llc
Wealthcare Capital Partners, LLC
Main Management Fund Advisors LLC
Zions Bancorporation, National Association /ut/
Nepc Llc
RB Capital Management, LLC
Natixis
Wagner Wealth Management, Corp
Harbor Capital Advisors, Inc.
BVAL - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Value ETF
POM Investment Strategies, LLC
Dunhill Financial, LLC
USAdvisors Wealth Management, LLC
Integrity Financial Corp /WA
Synergy Investment Management, LLC
CoreCap Advisors, LLC
Resonant Capital Advisors, LLC
First Command Advisory Services, Inc.
ACT Advisors, LLC.
JPL Wealth Management, LLC
IHT Wealth Management, LLC
One Wealth Capital Management, Llc
Tortoise Investment Management, LLC
Buska Wealth Management, LLC
Allworth Financial LP
Ashton Thomas Private Wealth, LLC
Castleview Partners, Llc
Henderson Brothers Financial Partners, LLC
Cobblestone Asset Management LLC
Tower Research Capital LLC (TRC)
DDD Partners, LLC
Hippocratic Financial Advisors, LLC
Gotham Asset Management, LLC
Wealthcare Capital Management Llc
Perigon Wealth Management, LLC
LPL Financial LLC
Legacy Edge Advisors, LLC
Accredited Investors Inc.
UBS Group AG
Higgins & Schmidt Wealth Strategies LLC
Vision Retirement, LLC
Ethos Financial Group, LLC
Amussen Hunsaker Associates Llc
BINT - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Global Equity ETF
Cushing Capital Partners, LLC
Unique Wealth, Llc
JNBA Financial Advisors
Matrix Private Capital Group Llc
Capital Investment Advisors, LLC
Pine Valley Investments Ltd Liability Co
Kmt Wealth Management, Llc
Potentia Wealth
Cedar Point Capital Partners, LLC
Beacon Investment Advisory Services, Inc.
Montgomery Financial Services LLC
Commerce Bank
Sovran Advisors, LLC
Claro Advisors LLC
Walkner Condon Financial Advisors LLC
World Equity Group, Inc.
Founders Financial Securities Llc
Stonebridge Financial Group, LLC/CA
Gladstone Institutional Advisory LLC
Foguth Wealth Management, LLC.
Williams Jones Wealth Management, LLC.
Mattson Financial Services, LLC
Graney & King, LLC
Advisor Resource Council
Cvfg Llc
Laurel Oak Wealth Management, Llc
Alpha Financial Partners, LLC
BlueChip Wealth Advisors LLC
Innovative Asset Advisors Group, LLC
Key Client Fiduciary Advisors, LLC
Fortune Financial Advisors, LLC
Sunbelt Securities, Inc.
Manhattan West Asset Management, LLC
Financial Life Planners
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
Capital Planning Advisors, LLC
Clarus Group, Inc.
Sachetta, LLC
Oakworth Capital, Inc.
Private Advisory Group LLC
Wedmont Private Capital
Vivid Wealth Management, LLC
Columbia River Financial Group, LLC
Sentinus, LLC
Inspire Advisors, LLC
Etesian Wealth Advisors, Inc.
Asset Allocation Strategies LLC
Atlantic Private Wealth, LLC
6th Street Advisors, LLC
Arcadia Wealth Management, LLC
Liberty Square Wealth Partners Llc
Aspen Wealth Strategies, LLC
FSR Wealth Management Ltd.
United Community Bank
Brown Miller Wealth Management, LLC
Intrua Financial, LLC
Hopwood Nicholas Hunter
APCM Wealth Management for Individuals
Compass Financial Group, Inc.
Spinnaker Trust
Ameritas Investment Partners, Inc.
Alliancebernstein L.p.
Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 3 ETF
Horizon Financial Services, Llc
Ritter Daniher Financial Advisory LLC / DE
Resurgent Financial Advisors LLC
N.E.W. Advisory Services LLC
Salomon & Ludwin, LLC
Mount Yale Investment Advisors, LLC
Cannon Wealth Management Services, LLC
Penbrook Management LLC
Bank of New York Mellon Corp
Ignite Planners, LLC
Mma Asset Management Llc
IAG Wealth Partners, LLC
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares
Royal Bank Of Canada
CBM Financial, LLC
Parkside Financial Bank & Trust
Certified Advisory Corp
Krilogy Financial LLC
AMJ Financial Wealth Management
Mariner, LLC
Sequoia Financial Advisors, LLC
Penserra Capital Management LLC
XTX Topco Ltd
Westover Capital Advisors, LLC
Vise Technologies, Inc.
Leverty Financial Group, LLC
SIMA Wealth Partners, LLC
Trajan Wealth LLC
Empowered Funds, LLC
Fountainhead AM, LLC
One Capital Management, LLC
CENTRAL TRUST Co
Cerity Partners LLC
Hills Bank & Trust Co
Palisade Capital Management Llc/nj
Kingsview Wealth Management, LLC
Westmount Partners, LLC
Hemenway Trust Co LLC
Atlantic Union Bankshares Corp
Northstar Advisory Group, LLC
Sowell Financial Services LLC
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Regal Investment Advisors LLC
Tectonic Advisors Llc
Kohmann Bosshard Financial Services, LLC
Colton Groome Financial Advisors, Llc
Moors & Cabot, Inc.
Transamerica Financial Advisors, Inc.
State Street Corp
Successful Portfolios LLC
CVA Family Office, LLC
Pioneer Family Office, LLC
HighTower Advisors, LLC
CIBC World Markets Inc.
G&S Capital LLC
Plan A Wealth LLC
Client 1st Advisory Group, Llc
BRYN MAWR TRUST Co
Transce3nd, LLC
LVW Advisors, LLC
Carmel Capital Partners, LLC
Trust Co of the South
Pinnacle Bancorp, Inc.
Retirement Income Solutions, Inc
Blue Line Capital, LLC / IL
Estate Counselors, LLC
Nbc Securities, Inc.
Kroeger Financial Partners
Buck Wealth Strategies, LLC
KERR FINANCIAL PLANNING Corp
New England Capital Financial Advisors LLC
American Financial Advisors, LLC
Optima Capital Llc
Hartland & Co., LLC
Assetmark, Inc
Frisch Financial Group, Inc.
C M Bidwell & Associates Ltd
Bay Harbor Wealth Management, LLC
Howard Capital Management Group, LLC
Somerville Kurt F
NBH Bank
Roan Capital Partners
Sunpointe, LLC
Optas, LLC
Arq Wealth Advisors, Llc
Belpointe Asset Management LLC
Davis R M Inc
Betterment LLC
Kanawha Capital Management Llc
NovaPoint Capital, LLC
McMill Wealth Management
Cullen Investment Group, Ltd.
HHM Wealth Advisors, LLC
Visionary Wealth Advisors
Roman Butler Fullerton & Co
Glen Eagle Advisors, LLC
Richmond Investment Services, LLC
Vermillion Wealth Management, Inc.
Shira Ridge Wealth Management
Summit Investment Advisory Services, LLC
Modern Wealth Management, LLC
Curtis Wealth Management Llc
Guardian Wealth Advisors, Llc / Nc
Kavar Capital Partners Group, Llc
Rehmann Capital Advisory Group
Ledyard National Bank
Kapstone Financial Advisors LLC
Howe & Rusling Inc
Taylor Securities Services, Inc.
Mason Investment Advisory Services, Inc.
Bush Investment Group, Llc
Cullen/frost Bankers, Inc.
BRES - EA Series Trust - Burney U.S. Equity Select ETF
Gallagher Fiduciary Advisors, LLC
Theory Financial Llc
SlateStone Wealth, LLC
First Horizon Corp
Kesler, Norman & Wride, LLC
Curated Wealth Partners LLC
Aureum Wealth Management, LLC
Optimist Retirement Group LLC
Conservest Capital Advisors, Inc.
Altrius Capital Management Inc
Rsm Us Wealth Management Llc
Exit Wealth Advisors, LLC.
Gts Securities Llc
Evergreen Capital Management Llc
CAP Partners, LLC
Advisory Alpha, LLC
Gould Capital, LLC
International Private Wealth Advisors LLC
Commonwealth Equity Services, Llc
Godsey & Gibb Associates
Financial Guidance Group, Inc.
Old Port Advisors
Defined Wealth Management, Llc
Johnson Financial Group, Inc.
Strategic Blueprint, LLC
Transcend Wealth Collective, Llc
Thompson Davis & Co., Inc.
JDM Financial Group LLC
Ogorek Anthony Joseph /ny/ /adv
Cutler Investment Counsel Llc
Valtinson Bruner Financial Planning LLC
Financial Enhancement Group LLC
Visionary Horizons, LLC
Fiduciary Group LLC
Evernest Financial Advisors, LLC
Beacon Capital Management, LLC
Rockline Wealth Management, LLC
Perspective Wealth Advisors Llc
Coppell Advisory Solutions LLC
One Degree Advisors Inc
Bogart Wealth, LLC
Smith, Moore & Co.
Wealth Advisory Solutions, LLC
CacheTech Inc.
Wbi Investments, Inc.
Centerpoint Advisors, LLC
Peak Financial Advisors Llc
Jacobson & Schmitt Advisors, Llc
Prospera Financial Services Inc
Resources Investment Advisors, LLC.
Dearborn Partners Llc
Integrity Wealth Advisors, Inc.
Beacon Capital Management, Inc.
BlackDiamond Wealth Management Inc.
SHUTTLEWORTH & Co
Argent Trust Co
Opal Wealth Advisors, LLC
Morling Financial Advisors, LLC
WealthCare Investment Partners, LLC
Farmers & Merchants Trust Co of Chambersburg PA
Huntleigh Advisors, Inc.
Harbor Asset Planning, Inc.
Clarity Retirement & Wealth, LLC
Leslie Global Wealth, LLC
BlackRock, Inc.
Waterway Wealth Management, LLC
Integrated Advisors Network LLC
Lunt Capital Management, Inc.
Holistic Planning, LLC
Walleye Capital LLC
Cdkv Holdings Llc
Financial Insights, Inc.
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista