GB:0JFT / iShares Trust - iShares S&P 500 Value ETF - Net Long/Short Value

iShares Trust - iShares S&P 500 Value ETF
GB ˙ LSE ˙ US4642874089
172,81 USD ↓ -0,19 (-0,11%)
2023-12-18
CENA AKCJI
GB:0JFT / iShares Trust - iShares S&P 500 Value ETF - Net Long/Short Value
Na tej stronie znajdują się wyceny netto pozycji długich/krótkich dla każdego pakietu instytucjonalnego zgłoszonego za pośrednictwem zgłoszeń 13F lub NPORT. Aby obliczyć wartość netto pozycji długiej/krótkiej, do wartości opcji call dodajemy wartość kapitału własnego i odejmujemy wartość opcji put. Fundusze wykazujące, że pozycje z pożyczką na shortowanie będą wykazywać wartości akcji jako ujemne. Długie pozycje netto będą miały wartości dodatnie w kolumnie długie/krótkie netto, a krótkie pozycje netto będą miały w tej kolumnie wartości ujemne.
Właściciel Wartość kapitału
(1000$)
Wartość opcji call
(1000$)
Wartość opcji put
(1000$)
Długa/krótka netto
(1000$)
Noble Family Wealth, LLC
Avantax Planning Partners, Inc.
Turim 21 Investimentos Ltda.
Gill Capital Partners, Llc
CarsonAllaria Wealth Management, Ltd.
Heritage Wealth Advisors
Ballentine Partners, LLC
Strategic Family Wealth Counselors, L.L.C.
Midland Wealth Advisors Llc
Laird Norton Trust Company, Llc
Allium Financial Advisors, Llc
International Assets Investment Management, Llc
Postrock Partners Llc
Ellevest, Inc.
LaSalle St. Investment Advisors, LLC
Atlantic Union Bankshares Corp
CX Institutional
Bank of Jackson Hole Trust
Cresset Asset Management, LLC
Milestones Private Investment Advisors LLC
Wealthspire Advisors, LLC
Marex Group plc
Barnes Wealth Management Group, Inc
Droms Strauss Advisors Inc /mo/ /adv
Hallmark Capital Management Inc
Quadrant Private Wealth Management, LLC
New Age Alpha Advisors, LLC
B&D White Capital Company, LLC
Marin Bay Wealth Advisors, LLC
BDFS Capital LLC
Jump Financial, LLC
South Plains Financial, Inc.
Fairscale Capital, LLC
Correct Capital Wealth Management
Quent Capital, LLC
First Citizens Bank & Trust Co
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
We Are One Seven, LLC
ONE Advisory Partners, LLC
Bare Financial Services, Inc
Horizon Wealth Management, LLC
St Germain D J Co Inc
Global Financial Private Client, LLC
BankPlus Trust Department
Coastal Bridge Advisors, LLC
Laffer Investments
SIMA Wealth Partners, LLC
Mosley Wealth Management
SOUTH STATE Corp
Keel Point, LLC
May Barnhard Investments LLC
Clune & Associates, Ltd.
Regions Financial Corp
Capital Asset Managemnet, LLC
PACK Private Wealth, LLC
BTC Capital Management, Inc.
American National Bank
Southern Capital Advisors, Llc
Quattro Financial Advisors Llc
Birch Hill Investment Advisors LLC
Adirondack Capital Advisors, LLC
Barclays Plc
Michelson Medical Research Foundation, Inc.
Manufacturers Life Insurance Company, The
Tsfg, Llc
hemming& Wealth Management, Inc.
EP Wealth Advisors, Inc.
Empowered Funds, LLC
Pettinga Financial Advisors, LLC
Swmg, Llc
Nations Financial Group Inc, /ia/ /adv
Union Savings Bank
Ubs Asset Management Americas Inc
Gerber Kawasaki Wealth & Investment Management
Hartland & Co., LLC
VeraBank, N.A.
GenTrust, LLC
TCI Wealth Advisors, Inc.
Guardian Financial Partners, LLC
Catalina Capital Group, LLC
LFA - Lugano Financial Advisors SA
Sequoia Financial Advisors, LLC
Kraft, Davis & Associates, LLC
Russell Investments Group, Ltd.
Gray Private Wealth, LLC
Timmons Wealth Management, LLC
Southern Michigan Bank & Trust
Financial Advisors Network, Inc.
Capital Advisors, Ltd. LLC
Community Financial Services Group, LLC
Resources Investment Advisors, LLC.
Atwood & Palmer Inc
BIP Wealth, LLC
Adviser Investments LLC
Pacific Point Advisors, LLC
Seeds Investor Llc
Vanguard Advisers Inc
Iams Wealth Management, Llc
Annex Advisory Services, LLC
Beverly Hills Private Wealth, LLC
First County Bank /CT/
PFG Advisors
TBH Global Asset Management, LLC
Betterment LLC
Black Swift Group, LLC
Enzi Wealth
Baker Avenue Asset Management, LP
Mosaic Financial Group, Llc
Whitcomb & Hess, Inc.
Novem Group
Cape Investment Advisory, Inc.
Clayton Financial Group LLC
Glassman Wealth Services
Marietta Investment Partners Llc
Allianz Asset Management GmbH
Fortress Financial Group, Llc
Founders Financial Alliance, LLC
Pacific Financial Group Inc
Activest Wealth Management
Legend Capital Advisors LLC
Sterling Financial Planning, Inc.
Atlanta Consulting Group Advisors, LLC
Shakespeare Wealth Management, Inc.
Mercer Global Advisors Inc /adv
Crusonia Wealth Advisors LLC
Napier Financial, LLC
Edgestream Partners, L.P.
Certified Advisory Corp
XY Planning Network, Inc.
Fulton Breakefield Broenniman Llc
Tompkins Financial Corp
Ancora Advisors, LLC
Archer Investment Corp
Steel Peak Wealth Management LLC
Zions Bancorporation, National Association /ut/
True Vision MN LLC
Jpmorgan Chase & Co
True Link Financial Advisors, LLC
BlackRock, Inc.
Triumph Capital Management
Bogart Wealth, LLC
Camden National Bank
TopTier Wealth Management, LLC
Charter Oak Capital Management, LLC
First Command Advisory Services, Inc.
Commerce Bank
Essex Financial Services, Inc.
Cove Private Wealth, LLC
BKD Wealth Advisors, LLC
Everpar Advisors Llc
Cottonwood Capital Advisors, Llc
Robinson Smith Wealth Advisors Llc
Forum Finance Group S.A.
Koesten, Hirschmann & Crabtree, INC.
Kilter Group LLC
Strategic Point Investment Advisors, LLC
Calton & Associates, Inc.
Lcnb Corp
Chesapeake Wealth Management
Moors & Cabot, Inc.
Portland Global Advisors LLC
Hobbs Wealth Management, LLC
Invst, LLC
Cassilly Financial Group LLC
Evergreen Advisors, LLC
Breachway Investments LLC
Oxler Private Wealth LLC
Cora Capital Advisors Llc
Vista Private Wealth Partners. LLC
Mascoma Wealth Management LLC
Measured Wealth Private Client Group, LLC
MSH Capital Advisors LLC
Alexander Randolph Advisory Inc
Lighthouse Financial LLC
Camelot Technology Advisors, Inc.
Pennsylvania Capital Management Inc /adv
Strategic Wealth Partners, Ltd.
Stage Harbor Financial, Llc
Financial Enhancement Group LLC
AlTi Global, Inc.
Tranquility Partners, LLC
Davis Selected Advisers
Nbt Bank N A /ny
SageView Advisory Group, LLC
Grandfield & Dodd, Llc
Aspiriant, Llc
Index Technologies Group LLC
Fidelis Capital Partners, LLC
Hantz Financial Services, Inc.
Kelman-Lazarov, Inc.
Middleton & Co Inc/ma
Compass Capital Corp /ma/ /adv
Ellis Investment Partners, LLC
Trust Co Of Virginia /va
Founders Capital Management
Wealth Dimensions Group, Ltd.
Ffg Retirement Advisors Llc
Saxony Capital Management, LLC
Ascent Group, LLC
GeoWealth Management, LLC
Lutz Financial Services LLC
Segment Wealth Management, LLC
Kcm Investment Advisors Llc
Gradient Capital Advisors, LLC
HighPoint Advisor Group LLC
Investment Partners, Ltd.
Advisor OS, LLC
PFG Investments, LLC
Midwest Capital Advisors, LLC
Wealth Enhancement Advisory Services, Llc
FORM Wealth Advisors, LLC
Resolute Wealth Advisor, Inc.
Flagship Harbor Advisors, Llc
Appleton Partners Inc/ma
AA Financial Advisors, LLC
Roble, Belko & Company, Inc
Sankala Group LLC
Infinity Wealth Counsel, LLC
Mechanics Financial Corp
Capital Analysts, Inc.
McNaughton Wealth Management, LLC
Morgan Dempsey Capital Management Llc
St. Clair Advisors, LLC
Simon Quick Advisors, Llc
Armstrong Advisory Group, Inc
TRUE Private Wealth Advisors
Colony Family Offices, LLC
Mill Creek Capital Advisors, LLC
Quadrant Capital Group Llc
Petersen Hastings Wealth Advisors Inc.
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Keystone Financial Services
Comerica Bank
Advantage Trust Co
Alerus Financial Na
Disciplined Investments, LLC
Bank Of Stockton
Smithfield Trust Co
Vision Financial Markets Llc
Kestra Investment Management, LLC
NorthCrest Asset Manangement, LLC
Lantz Financial LLC
Navalign, LLC
Balboa Wealth Partners
Excelsior Advisor Network LLC
Durante & Waters, Llc
Financial Solutions Advisory Group, Inc.
XTX Topco Ltd
Atlantic Edge Private Wealth Management, LLC
Bellwether Advisors, LLC
Legacy Financial Group LLC
Guardian Wealth Advisors, LLC
Red Tortoise LLC
Trust Co Of Toledo Na /oh/
Signature Estate & Investment Advisors Llc
Inlight Wealth Management, LLC
Berkshire Money Management, Inc.
Cary Street Partners Financial Llc
Wealthfront Advisers Llc
LiftPoint Family Wealth Advisors LLC
Focused Alpha, Llc
VSM Wealth Advisory, LLC
Talisman Wealth Advisors LLC
Empower Advisory Group, LLC
Wsfs Capital Management, Llc
Meeder Advisory Services, Inc.
Waterway Wealth Management, LLC
First Trust Advisors Lp
Armstrong, Fleming & Moore, Inc
Icon Wealth Advisors, LLC
Tilson Financial Group, Inc.
StoneX Group Inc.
Kestra Private Wealth Services, Llc
Manchester Financial Inc
Centaurus Financial, Inc.
BCU Wealth Advisors, LLC
Colony Group, LLC
Ascent Wealth Partners, LLC
Spence Asset Management
Change Path, LLC
Busey Wealth Management
Trustmark National Bank Trust Department
American Investment Services, Inc.
Portfolio Resources Advisor Group, Inc.
CIBC World Markets Inc.
LongView Wealth Management
Kwmg, Llc
SJA Financial Advisory, LLC
New England Private Wealth Advisors LLC
Forefront Wealth Partners, LLC
Capital Advisor Network LLC
Clarendon Private LLC
Northern Oak Wealth Management Inc
Plan A Wealth LLC
Stenger Family Office, LLC
Breakwater Capital Group
Wealth Preservation Advisors, LLC
Clark Wealth Partners
Okabena Investment Services Inc
Koss-Olinger Consulting, LLC
BancorpSouth Bank
DAVENPORT & Co LLC
Valmark Advisers, Inc.
Investment Research & Advisory Group, Inc.
First Western Trust Bank
Premier Path Wealth Partners, LLC
Cahill Financial Advisors Inc
Two West Capital Advisors LLC
Greykasell Wealth Strategies, Inc.
Bestgate Wealth Advisors, LLC
Cabot Wealth Management Inc
Lazard Asset Management Llc
Nottingham Advisors, Inc.
Stewardship Advisors, LLC
Michels Family Financial, LLC
Instrumental Wealth, Llc
Rik Saylor Financial, Inc.
Thoma Capital Management LLC
Running Point Capital Advisors, LLC
Blue Zone Wealth Advisors, LLC
Carlton Hofferkamp & Jenks Wealth Management, LLC
Hirtle Callaghan & Co LLC
Mayport, Llc
Jackson Hole Capital Partners, LLC
Magnolia Private Wealth, LLC
Grand Wealth Management, Llc
Hyundai Investments Co., Ltd.
Element Pointe Advisors, Llc
Rathbone Brothers plc
Austin Private Wealth, LLC
Fundamentun, Llc
Beacon Advisors Holdings, Llc
Fifth Third Wealth Advisors LLC
Root Financial Partners, LLC
Soltis Investment Advisors LLC
Castlekeep Investment Advisors Llc
Sanibel Captiva Trust Company, Inc.
Elevated Capital Advisors, LLC
Next Level Private LLC
Eastern Bank
Fedenia Advisers LLC
Resources Management Corp /ct/ /adv
Gilpin Wealth Management, Llc
Daymark Wealth Partners, Llc
Unique Wealth, Llc
Donaldson Capital Management, Llc
AE Wealth Management LLC
Provenance Wealth Advisors, LLC
Banque Cantonale Vaudoise
Pine Valley Investments Ltd Liability Co
Pittenger & Anderson Inc
Peapack Gladstone Financial Corp
Mountain Capital Investment Advisors, Inc
Harwood Advisory Group, LLC
Canopy Partners, LLC
Covenant Partners, LLC
Clear Wave Wealth Management Llc
Neumann Capital Management, LLC
Wealth Alliance
Twin Focus Capital Partners, Llc
Key Capital Management, INC
Alta Wealth Advisors LLC
Chapman Financial Group, Llc
Brooklyn FI, LLC
Archetype Wealth Partners
Westmount Partners, LLC
Members Wealth Llc
Beto Financial Group, Llc
Truefg, Llc
Close Asset Management Ltd
Fairway Wealth LLC
Columbus Macro, LLC
Forte Asset Management Llc
Investor's Fiduciary Advisor Network, LLC
Northwest Financial Advisors
Stephens Inc /ar/
Private Wealth Asset Management, LLC
Hm Payson & Co
U.S. Capital Wealth Advisors, LLC
TSG Advice Partners, LLC
Washington Trust Bank
EFG International AG
Krs Capital Management, Llc
Encompass Wealth Advisors, Llc
Oxinas Partners Wealth Management LLC
Brown, Lisle/cummings, Inc.
Gen-Wealth Partners Inc
Stegner Investment Associates Inc.
Partners Wealth Management, Llc
Wealthcare Advisory Partners LLC
JSF Financial, LLC
Vestmark Advisory Solutions, Inc.
Ballast Advisors Llc
Guilbault Capital LLC
Fulton Bank, N.a.
Integras Partners LLC
Prosperity Planning, Inc.
Yanni & Associates Investment Advisors, LLC
Strategic Equity Management
WCG Wealth Advisors LLC
Mullaney, Keating & Wright, Inc.
Transcend Wealth Collective, Llc
Wick Capital Partners, LLC
Riverbend Wealth Management, LLC
Market Street Wealth Management Advisors Llc
KC Investment Advisors, LLC
Prosperity Consulting Group, LLC
Toth Financial Advisory Corp
Arq Wealth Advisors, Llc
RKL Wealth Management LLC
Azimuth Capital Investment Management LLC
BLB&B Advisors, LLC
Simplicity Wealth,LLC
Courage Miller Partners, LLC
Signature Resources Capital Management, LLC
Lifelong Wealth Advisors, Inc.
Impact Partnership Wealth, LLC
Gotham Asset Management, LLC
Elm Partners Management LLC
Lantern Wealth Advisors, LLC
Rothschild Investment Llc
Monetary Management Group Inc
Webster Bank, N. A.
BRYN MAWR TRUST Co
Cornerstone Wealth Management, LLC
Keystone Financial Group
Collier Financial
Ashton Thomas Private Wealth, LLC
A4 Wealth Advisors LLC
Independent Financial Group, Llc
Summit Investment Advisory Services, LLC
Mariner, LLC
Mitchell Mcleod Pugh & Williams Inc
Avion Wealth
Processus Wealth & Capital Management, LLC
Beacon Financial Advisory LLC
Center for Financial Planning, Inc.
Belpointe Asset Management LLC
Gallagher Fiduciary Advisors, LLC
Theory Financial Llc
Perspective Wealth Advisors Llc
Wiser Advisor Group LLC
Mather Group, Llc.
Calamos Wealth Management LLC
Able Wealth Management LLC
Smallwood Wealth Investment Management, LLC
GPS Wealth Strategies Group, LLC
Aureum Wealth Management, LLC
Klingman & Associates, LLC
WealthPLAN Partners, LLC
Harvest Investment Services, LLC
Wealth Care LLC
Leo Wealth, LLC
Pillar Financial Advisors, LLC
Thompson Investment Management, Inc.
CoreCap Advisors, LLC
Stifel Financial Corp
Cliftonlarsonallen Wealth Advisors, Llc
Annis Gardner Whiting Capital Advisors, LLC
Topsail Wealth Management, LLC
Geometric Wealth Advisors
Daviman Financial, LLC
Align Financial, LLC
Plan Group Financial, LLC
Family Office Research LLC
GM Advisory Group, Inc.
Investment Advisory Group, LLC
Cambridge Investment Research Advisors, Inc.
Truist Financial Corp
SCS Capital Management LLC
MAI Capital Management
Trinity Wealth Management, LLC
Smith, Moore & Co.
Hopwood Financial Services, Inc.
Klaas Financial Asset Advisors, LLC
CI Private Wealth, LLC
Alliancebernstein L.p.
Emerald Investment Partners, Llc
Tower Research Capital LLC (TRC)
Visionary Wealth Advisors
Pacific Asset Management, LLC
Tucker Asset Management Llc
Commonwealth Financial Services, LLC
Pinnacle Wealth Management Advisory Group, LLC
Alvarez & Marsal Private Wealth Partners, LLC
Farmers & Merchants Investments Inc
Tobias Financial Advisors, Inc.
Genesee Capital Advisors, LLC
Claro Advisors LLC
Register Financial Advisors LLC
Retirement Wealth Solutions LLC
HighTower Advisors, LLC
Castle Wealth Management Llc
Kingsview Wealth Management, LLC
Blue Chip Partners, Inc.
Capital Investment Advisors, LLC
Hurlow Wealth Management Group, Inc.
SkyOak Wealth, LLC
BOK Financial Private Wealth, Inc.
Evolve Private Wealth, Llc
TCG Advisory Services, LLC
IAG Wealth Partners, LLC
Elevation Wealth Management LLC
Beacon Financial Group
GHP Investment Advisors, Inc.
Legacy Edge Advisors, LLC
Harbor Asset Planning, Inc.
Wealth Effects Llc
Opal Wealth Advisors, LLC
Proactive Wealth Strategies LLC
Allstate Corp
Blair William & Co/il
Curbstone Financial Management Corp
Lgl Partners, Llc
Snowden Capital Advisors LLC
Williams Jones Wealth Management, LLC.
United Financial Planning Group LLC
Renasant Bank
Interchange Capital Partners, LLC
Level Wealth Management LLC
Huntleigh Advisors, Inc.
Northland Securities, Inc.
Richards, Merrill & Peterson, Inc.
Security National Bank
Associated Banc-corp
Freestone Capital Holdings, LLC
Cahaba Wealth Management, Inc.
Johnson Financial Group, Inc.
HB Wealth Management, LLC
Mma Asset Management Llc
Charles Schwab Investment Management Inc
NWF Advisory Services Inc.
SYM FINANCIAL Corp
Insigneo Advisory Services, Llc
Mairs & Power Inc
C2C Wealth Management, LLC
Kingdom Financial Group LLC.
Quartz Partners, LLC
CIBC Private Wealth Group, LLC
Strive Financial Group ,LLC
Linscomb & Williams, Inc.
Green Harvest Asset Management LLC
Advisor Group Holdings, Inc.
CVA Family Office, LLC
Sapient Capital Llc
Daybright Advisory Services, Inc.
Harbor Investment Advisory, Llc
Bangor Savings Bank
Coldstream Capital Management Inc
Maia Wealth LLC
Plante Moran Financial Advisors, LLC
Henrickson Nauta Wealth Advisors, Inc.
Longview Financial Advisors, Inc.
Concorde Asset Management, LLC
SilverOak Wealth Management LLC
Quotient Wealth Partners, LLC
Catalyst Financial Partners Llc
Sovereign Financial Group, Inc.
Dentgroup LLC
Founders Financial Securities Llc
Pure Financial Advisors, Inc.
Ashton Thomas Securities, Llc
D.a. Davidson & Co.
Gryphon Financial Partners LLC
Coign Capital Advisors LLC
WoodTrust Financial Corp
GEN Financial Management, INC.
Walsh & Associates, LLC
Arcadia Investment Advisors Llc
Summit Financial, LLC
JTC Employer Solutions Trusteee Ltd
Captrust Financial Advisors
Tempo Wealth, LLC
Aprio Wealth Management, LLC
Woodard & Co Asset Management Group Inc /adv
Financial Synergies Wealth Advisors, Inc.
Oregon Pacific Wealth Management, LLC
Astoria Strategic Wealth, Inc.
WealthTrak Capital Management LLC
Vantus Wealth LLC
Mesirow Financial Investment Management, Inc.
Regimen Wealth, Llc
Beacon Investment Advisory Services, Inc.
Hilltop Holdings Inc.
HCR Wealth Advisors
MRP Capital Investments, LLC
TSA Wealth Managment LLC
Legacy Advisors, LLC
Independent Wealth Network Inc.
Thurston, Springer, Miller, Herd & Titak, Inc.
Wimmer Associates 1, Llc
Western Financial Corp/CA
Optivise Advisory Services LLC
JNBA Financial Advisors
Integrated Advisors Network LLC
Endeavor Private Wealth, Inc.
Integrity Advisory Solutions, LLC
Litman Gregory Asset Management LLC
Rosenberg Matthew Hamilton
Morton Capital Management LLC/CA
First National Bank Of Omaha
Caitlin John, LLC
Kovack Advisors, Inc.
New Republic Capital, LLC
Gts Securities Llc
Bridgewealth Advisory Group, LLC
Berger Financial Group, Inc
FLP Wealth Management, LLC
SigFig Wealth Management, LLC
RCS Financial Planning, LLC
Founders Grove Wealth Partners, Llc
Towerpoint Wealth, LLC
Meridian Wealth Management, LLC
Baker Tilly Financial, Llc
Holistic Planning, LLC
Financial Services Advisory Inc
Silverlake Wealth Management Llc
Legacy Financial Strategies, LLC
Stone Point Wealth LLC
Fulcrum Equity Management
LJI Wealth Management, LLC
HHM Wealth Advisors, LLC
Janney Montgomery Scott LLC
Kohmann Bosshard Financial Services, LLC
Proffitt & Goodson Inc
Potentia Wealth
M&t Bank Corp
MA Private Wealth
Capital Performance Advisors Llp
Indivisible Partners
Sonoma Private Wealth LLC
Madson Wealth Advisors Inc
Chapin Davis, Inc.
Sovran Advisors, LLC
Independent Wealth Advisors LLC
Zhang Financial LLC
Shoker Investment Counsel, Inc.
Vantage Point Financial LLC
Truepoint, Inc.
Hutchens & Kramer Investment Management Group, LLC
Acorn Wealth Advisors, LLC
Keebeck Wealth Management, LLC
180 Wealth Advisors, Llc
Wedmont Private Capital
Avenue 1 Advisors, LLC
American Wealth Advisors, LLC
Sageworth Trust Co of South Dakota
Moneta Group Investment Advisors Llc
Gwn Securities Inc.
Sachetta, LLC
Insight Advisors, LLC/ PA
Accelerate Investment Advisors LLC
Strategic Investment Advisors / MI
CWA Asset Management Group, LLC
REAP Financial Group, LLC
IFG Advisors, LLC
Valeo Financial Advisors, LLC
Single Point Partners, LLC
Gallagher Capital Advisors, LLC
One Wealth Capital Management, Llc
DB Fitzpatrick & Co, Inc
Morse Asset Management, Inc
Farther Finance Advisors, LLC
Sendero Wealth Management, LLC
Carnegie Capital Asset Management, LLC
GatePass Capital, LLC
GAMMA Investing LLC
Mattern Wealth Management LLC
BCJ Capital Management, LLC
Salus Financial Advisors, LLC
Trask Adam Roland
Probity Advisors, Inc.
Vise Technologies, Inc.
Spirepoint Private Client, Llc
WESPAC Advisors, LLC
Inspire Advisors, LLC
ETF Portfolio Partners, Inc.
Assetmark, Inc
Summit Trail Advisors, Llc
Gunpowder Capital Management, LLC dba Oliver Wealth Management
Patton Albertson Miller Group, Llc
Connecticut Wealth Management, LLC
Spectrum Planning & Advisory Services Inc.
Raab & Moskowitz Asset Management LLC
Avantra Family Wealth, Inc.
Magnus Financial Group LLC
Pinnacle Bancorp, Inc.
Turtle Creek Wealth Advisors, LLC
Haverford Trust Co
Lowe Brockenbrough & Co Inc
Merit Financial Group, LLC
Hilltop National Bank
Crewe Advisors LLC
VisionPoint Advisory Group, LLC
Heritage Family Offices, LLP
Parkside Financial Bank & Trust
Point72 Asset Management, L.P.
Ameriprise Financial Inc
Altfest L J & Co Inc
ORG Partners LLC
Capital Square, LLC
Prospera Financial Services Inc
Whittier Trust Co
Clark Asset Management, LLC
Glen Eagle Advisors, LLC
Integrated Investment Consultants, LLC
Garden State Investment Advisory Services LLC
Paladin Advisory Group, LLC
Geneos Wealth Management Inc.
Bank Of Montreal /can/
Heck Capital Advisors, LLC
JT Stratford LLC
ADG Wealth Management Group, LLC
Frontier Asset Management, LLC
Swp Financial Llc
Fonville Wealth Management LLC
Park Place Capital Corp
United Services Automobile Association
Tempus Wealth Planning, LLC
Weaver Consulting Group
Miracle Mile Advisors, LLC
Crumly & Associates Inc.
Bridges Investment Management Inc
Bleakley Financial Group, LLC
O'Connor Financial Group LLC
Procyon Private Wealth Partners, LLC
OMNI 360 Wealth, Inc.
Sunbelt Securities, Inc.
Mpwm Advisory Solutions, Llc
Main Street Group, LTD
Ethos Financial Group, LLC
Phillips Financial Management, Llc
One Capital Management, LLC
Protective Life Corp
Community Bank, N.A.
Matthew Goff Investment Advisor, LLC
Qrg Capital Management, Inc.
Stone House Investment Management, LLC
Summit Asset Management, LLC
Centurion Wealth Management LLC
First Commonwealth Financial Corp /pa/
Ritter Daniher Financial Advisory LLC / DE
Perigon Wealth Management, LLC
Stock Yards Bank & Trust Co
High Net Worth Advisory Group LLC
Tradewinds, LLC.
Vision Retirement, LLC
Hanlon Investment Management, Inc.
Benjamin Edwards Inc
Venture Visionary Partners LLC
RMG Wealth Management LLC
Waterloo Capital, L.P.
Westover Capital Advisors, LLC
Almanack Investment Partners, LLC.
Smith Chas P & Associates Pa Cpas
Rockwood Wealth Management, LLC
Welch & Forbes Llc
Manchester Capital Management LLC
Coordinated Financial Services, Inc.
Fairview Capital Investment Management, Llc
Pallas Capital Advisors LLC
Pennington Partners & Co., Llc
Ingalls & Snyder Llc
Triad Wealth Partners, LLC
Patriot Investment Management Inc.
IFC Advisors LLC
Journey Strategic Wealth Llc
Neuberger Berman Group LLC
Stirlingshire Investments, Inc.
Aqr Capital Management Llc
Latitude Advisors, LLC
Lee-Kelleher Wealth Management
Campion Asset Management LLC
Lido Advisors, LLC
One Wealth Advisors, LLC
Moss Adams Wealth Advisors LLC
Fiduciary Advisors, Inc.
Rossby Financial, LCC
Octavia Wealth Advisors, LLC
Apollon Financial, LLC
Keystone Wealth Services, LLC
National Philanthropic Trust
Foundation Wealth Management, LLC\PA
Thrivent Financial For Lutherans
Millington Financial Advisors, LLC
Chatterton & Associates Inc.
71 West Capital Partners
Hilton Head Capital Partners, LLC
GDS Wealth Management
Savvy Advisors, Inc.
Alesco Advisors Llc
Investors Research Corp
Capstone Wealth Management Group, Llc
McIlrath & Eck, LLC
First Hawaiian Bank
Elevated Financial Group LLC
AlphaCore Capital LLC
S&co Inc
MCF Advisors LLC
Great Valley Advisor Group, Inc.
Helium Advisors LLC
Planning Directions Inc
Cornerstone National Bank & Trust Co
Kathmere Capital Management, LLC
First Heartland Consultants, Inc.
Arch Global Advisors, LLC
Wescott Financial Advisory Group, LLC
Ntv Asset Management Llc
Key FInancial Inc
Level Four Advisory Services, Llc
Ironwood Investment Counsel, LLC
Laurel Wealth Advisors LLC
Bokf, Na
Dunhill Financial, LLC
Stony Point Wealth Management Inc.
Compass Financial Group, Inc. (Ohio)
Nemes Rush Group LLC
Chelsea Counsel Co
Synergy Investment Management, LLC
Newton One Investments LLC
Kickstand Ventures, Llc.
AtlasMark Financial, Inc
Wiley Bros.-aintree Capital, Llc
Ironwood Wealth Management, Inc.
Brookstone Capital Management
Cim, Llc
Occidental Asset Management, LLC
Trust Point Inc.
TrueWealth Advisors, LLC
Personal Cfo Solutions, Llc
Heritage Financial Services, LLC
Baird Financial Group, Inc.
Abound Financial, Llc
Glenview Trust Co
BridgePort Financial Solutions, LLC
Schneider Downs Wealth Management Advisors, LP
Park Avenue Securities Llc
Traynor Capital Management, Inc.
Valpey Financial Services, LLC
Carbahal Olsen Financial Services Group, LLC
Veracity Capital LLC
Royal Bank Of Canada
Bank Of America Corp /de/
WealthPoint Financial, LLC
Biltmore Family Office, LLC
Summit Financial Wealth Advisors, LLC
Hazlett, Burt & Watson, Inc.
May Hill Capital, LLC
Exit Wealth Advisors, LLC.
Kovitz Investment Group Partners, LLC
SOA Wealth Advisors, LLC.
Ronald Blue Trust, Inc.
Armis Advisers, LLC
CWS Financial Advisors, LLC
Davis Wealth Advisors, LLC
Colton Groome Financial Advisors, Llc
Mirae Asset Global Investments Co., Ltd.
Bbr Partners, Llc
Quest 10 Wealth Builders, Inc.
Larson Financial Group LLC
Ballast Rock Private Wealth LLC
DT Investment Partners, LLC
Nicolet Bankshares Inc
Oarsman Capital, Inc.
Foster Victor Wealth Advisors, LLC
Equitable Trust Co
Hara Capital LLC
Blake Schutter Theil Wealth Advisors, LLC
Warren Averett Asset Management, LLC
Capital Squared Financial LLC
White Pine Capital Llc
Your Advocates Ltd., LLP
Fortis Group Advisors, LLC
Curtis Wealth Management Llc
Apex Wealth Management, LLC
PUREfi Wealth, LLC
Perennial Investment Advisors, LLC
Principal Financial Group Inc
Eq Llc
Glass Jacobson Investment Advisors llc
OpenArc Corporate Advisory, LLC
CENTRAL TRUST Co
Modern Wealth Management, LLC
Barrett & Company, Inc.
Ameritas Advisory Services, LLC
Human Investing LLC
M Holdings Securities, Inc.
Cary Street Partner Investment Advisory Llc
Bartlett & Co. Wealth Management Llc
Equitable Holdings, Inc.
Asempa Wealth Advisors
GreatBanc Trust CO
Legacy Wealth Managment, LLC/ID
Simmons Bank
McHugh Group, LLC
Massmutual Trust Co Fsb/adv
Mosaic Advisors LLC
Evoke Wealth, Llc
Insight Inv LLC
Narwhal Capital Management
Payne Capital Management, LLC
United Capital Financial Advisers, Llc
Great Lakes Advisors, Llc
PAX Financial Group, LLC
Sterling Investment Advisors Llc /adv
Townsend Asset Management Corp /nc/ /adv
NorthLanding Financial Partners, LLC
Cornell Pochily Investment Advisors, Inc.
Tarbox Family Office, Inc.
Tradewinds Capital Management, LLC
Hudson Capital Management LLC
Diversified Trust Co
Van Diest Capital, LLC
Anb Bank
Richmond Investment Services, LLC
Chevy Chase Trust Holdings, Inc.
CIBC Bancorp USA Inc.
Kirtland Hills Capital Management, Llc
Murphy, Middleton, Hinkle & Parker, Inc.
Catalyst Private Wealth, Llc
Chilton Investment Co Llc
Silver Grove Financial Group, Inc.
Ehrlich Financial Group
Birchwood Financial Partners, Inc.
Ballentine Capital Advisors, Inc
Mml Investors Services, Llc
Fiduciary Trust Co
Rogco, Lp
Halbert Hargrove Global Advisors, Llc
Pinnacle Financial Group, LLC / IL
Wbh Advisory Inc
Networth Advisors, LLC
Hartford Financial Management Inc.
Zacks Investment Management
Zullo Investment Group, Inc.
Blue Bell Private Wealth Management, Llc
Barnes Dennig Private Wealth Management LLC
Kennedy Investment Group
Silvercrest Asset Management Group Llc
Taylor Financial Group, Inc.
URS Advisory LLC
PCM Encore, LLC
Signature Wealth Management Partners, LLC
North Star Investment Management Corp.
Town Capital LLC
Bfsg, Llc
Joel Isaacson & Co., LLC
Bellevue Asset Management, Llc
Continuum Advisory, LLC
Godfrey Financial Associates, Inc.
Sequent Planning LLC
Wealthbridge Capital Management, Llc
Capital Investment Management, Inc.
Bernard Wealth Management Corp.
DBK Financial Counsel, LLC
Burkett Financial Services, Llc
O'shaughnessy Asset Management, Llc
Maripau Wealth Management Llc
Rsm Us Wealth Management Llc
Strathmore Capital Advisors, Inc.
NorthRock Partners, LLC
Sigma Investment Counselors Inc
Sierra Capital LLC
Beese Fulmer Investment Management, Inc.
Colonial Trust Advisors
Kentucky Trust Co
King Luther Capital Management Corp
Onyx Bridge Wealth Group LLC
Capital Advisors Inc/ok
Thrive Wealth Management, LLC
Embree Financial Group
Sage Investment Advisers LLC
Sfam, Llc
Crescent Grove Advisors, LLC
Atlas Brown,Inc.
Sei Investments Co
TL Private Wealth
Sax Wealth Advisors, Llc
Jaffetilchin Investment Partners, LLC
Private Trust Co Na
Milestone Asset Management Group, LLC
Independence Bank of Kentucky
Colorado Capital Management, Inc.
Robertson Stephens Wealth Management, LLC
Horizon Investments, LLC
Total Investment Management Inc
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Brand Asset Management Group, Inc.
Quent Long Short Global Small Cap Fund, LP
Patten & Patten Inc/tn
Putnam Fl Investment Management Co
Chesapeake Asset Management Llc
J. Safra Sarasin Holding AG
PSI Advisors, LLC
Indiana Trust & Investment Management CO
Tritonpoint Wealth, Llc
Evercore Wealth Management, LLC
SB Capital Management Inc
Arcadia Wealth Management, LLC
Patriot Financial Group Insurance Agency, LLC
TCTC Holdings, LLC
Brandywine Global Investment Management, LLC
Cedar Mountain Advisors, LLC
Burk Holdings LLC
MidAtlantic Capital Management, Inc.
Evergreen Wealth Solutions, LLC
Nwam Llc
Clearview Wealth Advisors LLC
David J Yvars Group
Windward Private Wealth Management Inc.
GSB Wealth Management, LLC
Envestnet Asset Management Inc
Conning Inc.
Peck Wealth Management, LLC
Crestwood Advisors Group LLC
Mv Capital Management, Inc.
Asset Management Group, Inc.
Kayne Anderson Rudnick Investment Management Llc
DecisionPoint Financial, LLC
SHP Wealth Management
Great Point Wealth Advisors, LLC
IMA Wealth, Inc.
AMG National Trust Bank
Michael Brady & Co., LLC
Polaris Investment Advisors, LLC
Focus Financial Network, Inc.
Brinker Capital Investments, LLC
Capital Investment Advisory Services, LLC
Duncker Streett & Co Inc
Frazier Financial Advisors, LLC
City State Bank
Hoxton Planning & Management, LLC
Addison Advisors LLC
McGlone Suttner Wealth Management, Inc.
Pinnacle Associates Ltd
Motiv8 Investments LLC
Gladstone Institutional Advisory LLC
Condor Capital Management
Pitcairn Wealth Advisors LLC
Flagship Wealth Advisors, Llc
Shared Vision Wealth Group LLC
CoreFirst Bank & Trust
Sargent Investment Group, LLC
Trail Ridge Investment Advisors, LLC
Sonata Capital Group Inc
Braeburn Wealth Management LLC
Vanguard National Trust Co
Pacific Sage Partners, LLC
Centerpoint Advisors, LLC
1st Source Bank
Acropolis Investment Management, LLC
Evermay Wealth Management Llc
HTG Investment Advisors, Inc.
Dickmeyer Boyce Financial Management, Inc.
Northstar Asset Management Inc
Fortis Advisors, LLC
Wagner Wealth Management, Corp
Regal Investment Advisors LLC
Quadcap Wealth Management, LLC
Steward Partners Investment Advisory, Llc
Gemmer Asset Management LLC
Inspirion Wealth Advisors, Llc
Resurgent Financial Advisors LLC
Savant Capital, LLC
Cerity Partners LLC
Pensionmark Financial Group, Llc
TrueWealth Financial Partners
Harbour Investments, Inc.
Krilogy Financial LLC
Kelly Financial Services LLC
Rainey & Randall Investment Management Inc.
TD Waterhouse Canada Inc.
Lodestar Private Asset Management Llc
Whittier Trust Co Of Nevada Inc
City Holding Co
Lansing Street Advisors
Mayflower Financial Advisors, LLC
Independent Solutions Wealth Management, LLC
Blalock Williams, Llc
SFI Advisors, LLC
United Advisor Group, LLC
Diversified Portfolios, Inc.
17 Capital Partners, Llc
Forum Private Client Group LLC
Stratos Wealth Advisors, LLC
Franklin Resources Inc
Guardian Wealth Advisors, Llc / Nc
Stonebridge Financial Planning Group, LLC
New Millennium Group LLC
Pinnacle Family Advisors, LLC
Madison Wealth Partners, Inc
Team Financial Group, LLC
Moody Lynn & Lieberson, Llc
Apella Capital, LLC
Lane Brothers & Co Inc
Retiremitten Financial Llc
Catalytic Wealth RIA, LLC
Old National Bancorp /in/
Midwest Trust Co
Pandora Wealth, Inc.
Riverstone Advisors, LLC
Yousif Capital Management, Llc
Newbridge Financial Services Group, Inc.
Pinney & Scofield, Inc.
LifeSteps Financial, Inc.
TFC Financial Management
Clear Investment Research, Llc
Missouri Trust & Investment Co
DDFG, Inc
Dorsey & Whitney Trust CO LLC
Apeiron RIA LLC
M1 Capital Management LLC
Clientfirst Wealth Management, LLC
Fmr Llc
Woodmont Investment Counsel Llc
Francis Financial, Inc.
Signature Equity Partners, LLC
Independent Advisor Alliance
Graves-Light Private Wealth Management, Inc.
Dakota Wealth Management
Anderson Hoagland & Co
RFG Advisory, LLC
MONECO Advisors, LLC
Friday Financial
University Of Texas/texas Am Investment Managment Co
Efficient Advisors, LLC
Cwm, Llc
Tiaa-cref Individual & Institutional Services, Llc
Bradley Foster & Sargent Inc/ct
Palouse Capital Management, Inc.
Scotia Capital Inc.
Oxford Financial Group Ltd
Callan Family Office, LLC
Sofos Investments, Inc.
J.M. Arbour, LLC
SRS Capital Advisors, Inc.
Family Wealth Group, LLC
Vivaldi Capital Management, LLC
Scissortail Wealth Management, LLC
Blankinship & Foster, LLC
Cambridge Financial Group, LLC
BigSur Wealth Management LLC
Unify Financial Advisors
5T Wealth, LLC
Knuff & Co LLC
Interactive Financial Advisors
Imprint Wealth LLC
Archford Capital Strategies, LLC
Atomi Financial Group, Inc.
Pathway Financial Advisors LLC
Kapstone Financial Advisors LLC
LMG Wealth Partners, LLC
Facet Wealth, Inc.
Sterling Investment Counsel, LLC
Foguth Wealth Management, LLC.
Alpine Bank Wealth Management
JMG Financial Group, Ltd.
First Foundation Advisors
Lynch & Associates/in
CRA Financial Services, LLC
Nalls Sherbakoff Group, Llc
Evolution Wealth Management Inc.
Sanctuary Advisors, LLC
Hurley Capital, LLC
Rodgers & Associates, LTD
VERITY Wealth Advisors
Gallacher Capital Management LLC
RiverFront Investment Group, LLC
Bank OZK
BancFirst Trust & Investment Management
Bay Harbor Wealth Management, LLC
Golden State Wealth Management, LLC
Milestone Asset Management, Llc
Actinver Wealth Management, Inc.
Central Pacific Bank - Trust Division
Nova Wealth Management, Inc.
Marino, Stram & Associates Llc
Mason & Associates, LLC
Partners Capital Investment Group, Llp
CFS Investment Advisory Services, LLC
Qube Research & Technologies Ltd
Sage Financial Group Inc
Colonial Trust Co / SC
Lpwm Llc
Advocacy Wealth Management Services, LLC
KERR FINANCIAL PLANNING Corp
Blue Edge Capital, LLC
Life Line Wealth Management Llc
Trifecta Capital Advisors, LLC
Csenge Advisory Group
Proathlete Wealth Management Llc
PDS Planning, Inc
Fourth Dimension Wealth, LLC
First PREMIER Bank
VestGen Advisors, LLC
Integrity Wealth Solutions LLC
Cornerstone Wealth Group, LLC
Commonwealth Retirement Investments LLC
MJT & Associates Financial Advisory Group, Inc.
Murphy & Mullick Capital Management Corp
Peterson Wealth Advisors, LLC
Aspire Private Capital, LLC
Traub Capital Management LLC
Trust Co Of Vermont
Retirement Planning Group
Client 1st Advisory Group, Llc
Bnp Paribas Arbitrage, Sa
Falcon Wealth Planning
Tiaa Trust, National Association
Aegis Wealth Management, Inc.
Custom Index Systems, Llc
Select Asset Management & Trust
Sagace Wealth Management LLC
Bank Of Nova Scotia
Orion Capital Management LLC
Foster Dykema Cabot & Partners, Llc
Vernal Point Advisors, LLC
UMA Financial Services, Inc.
Johnson Investment Counsel Inc
Winthrop Advisory Group LLC
Sofi Wealth, Llc
McKinley Carter Wealth Services, Inc.
Powell Investment Advisors, LLC
Trilogy Capital Inc.
Arlington Trust Co LLC
Mcmorgan & Co Llc
Ferguson Wellman Capital Management, Inc
Perfromance Wealth Partners, LLC
Old Port Advisors
TrustWell Financial Advisors, LLC
Saiph Capital, LLC
Aurora Private Wealth, Inc.
Steigerwald, Gordon & Koch Inc.
Bayban
Wealthgarden F.s. Llc
Investment Partners Asset Management, Inc.
Calamos Advisors LLC
Hilltop Wealth Advisors, Llc
Guidance Point Advisors, LLC
Kestra Advisory Services, LLC
Argent Trust Co
Wesbanco Bank Inc
Two Sigma Securities, Llc
Ameritas Investment Partners, Inc.
Monograph Wealth Advisors, Llc
Reynders McVeigh Capital Management, LLC
Prasad Wealth Partners, LLC
Timonier Family Office, LTD.
Bruce G. Allen Investments, LLC
Montecito Bank & Trust
Westside Investment Management, Inc.
Roxbury Financial LLC
Evolution Wealth Advisors, LLC
Ironwood Financial, llc
Legacy Trust
Curtis Advisory Group, LLC
Hills Bank & Trust Co
Security Financial Services, INC.
Strategic Blueprint, LLC
Aspen Investment Management Inc
Oath Planning, LLC
Cullen/frost Bankers, Inc.
TD Capital Management LLC
Stratos Wealth Partners, LTD.
YHB Investment Advisors, Inc.
Zrc Wealth Management, Llc
Guyasuta Investment Advisors Inc
Elevation Advisory Partners LLC
LifePlan Investment Advisors, Inc.
Advisory Services Network, LLC
Canandaigua National Bank & Trust Co
LVZ Advisors, Inc.
Waldron Private Wealth LLC
Quantinno Capital Management LP
Asset Dedication, LLC
Smartleaf Asset Management LLC
Cape Ann Savings Bank
Eagle Strategies LLC
Aviso Wealth Management
MBA Advisors LLC
Tiemann Investment Advisors, Llc
Kmg Fiduciary Partners, Llc
Shulman DeMeo Asset Management LLC
Cypress Wealth Services, LLC
Twin Peaks Wealth Advisors, LLC
Pnc Financial Services Group, Inc.
Kiley Juergens Wealth Management, Llc
Cetera Investment Advisers
Allworth Financial LP
Strategic Financial Services, Inc,
Asset One Wealth Management LLC
Clear Creek Financial Management, LLC
N.E.W. Advisory Services LLC
Greenleaf Trust
Willis Johnson & Associates, Inc.
Exencial Wealth Advisors, Llc
Glenmede Trust Co Na
Sharkey, Howes & Javer
Birnam Oak Advisors, LP
Semus Wealth Partners LLC
First National Trust Co
Florin Court Capital LLP
Novak & Powell Financial Services, Inc.
Susquehanna International Group, Llp
Emergent Wealth Advisors, LLC
Garrett Investment Advisors LLC
First Interstate Bank
Cherry Tree Wealth Management, LLC
Van Den Berg Management I, Inc
Cosner Financial Group, LLC
Brookwood Investment Group LLC
Beacon Pointe Advisors, LLC
Empirical Asset Management, LLC
Sound Income Strategies, LLC
Kingswood Wealth Advisors, Llc
Putney Financial Group LLC
Newport Capital Group, LLC
Brown Brothers Harriman & Co
Lockerman Financial Group, Inc.
Financial Management Professionals, Inc.
Ritholtz Wealth Management
Pinnacle Financial Partners, Inc.
Stockman Wealth Management, Inc.
Per Stirling Capital Management, LLC.
Financial Life Advisors
Provident Wealth Management, LLC
Principal Securities, Inc.
Jackson, Grant Investment Advisers, Inc.
RDA Financial Network
Krm Wealth Management L.l.c.
Absolute Capital Management, LLC
Coastline Trust Co
First Horizon Corp
Tactive Advisors, LLC
Royal Fund Management, LLC
Family Management Corp
Aptus Capital Advisors, LLC
Creative Financial Designs Inc /adv
Syntegra Private Wealth Group, LLC
Evergreen Capital Management Llc
Diversify Wealth Management, Llc
Edgemoor Investment Advisors, Inc.
Idaho Trust Bank
Cooper Financial Group
Legacy Wealth Partners, LLC
Paulson Wealth Management Inc.
Verdence Capital Advisors LLC
Private Wealth Management Group, LLC
Planned Solutions, Inc.
UBS Group AG
Mathes Company, Inc.
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Citadel Advisors Llc
Liberty Wealth Management Llc
Sigma Planning Corp
Compass Financial Services Inc
World Equity Group, Inc.
Foundation Wealth Management, LLC
JustInvest LLC
Clarus Wealth Advisors
Evensky & Katz LLC
W Advisors, Llc
Umb Bank N A/mo
Parsons Capital Management Inc/ri
Fiscal Wisdom Wealth Management, LLC
Fairvoy Private Wealth, LLC
Rossmore Private Capital
Amara Financial, Llc.
Ransom Advisory, Ltd
Pathstone Holdings, LLC
Corundum Trust Company, INC
Hancock Whitney Corp
Bank Of Hawaii
Mutual Advisors, LLC
PKS Advisory Services, LLC
Goelzer Investment Management, Inc.
Wealth Advisory Solutions, LLC
Benchmark Investment Advisors LLC
Evergreen Private Wealth LLC
Advyzon Investment Management, LLC
Sather Financial Group Inc
ASL Financial, LLC
Everhart Financial Group, Inc.
Baldwin Brothers Inc/ma
ShoreHaven Wealth Partners, LLC
Strategic Advisory Partners, Llc
High Point Wealth Management, LLC
Arsenal Capital Advisors LLC
Sage Mountain Advisors LLC
Prism Planning Partners LLC
Pictet & Cie (Europe) SA
Americana Partners, LLC
Yukon Wealth Management, Inc.
Professional Financial Advisors, LLC
Cranbrook Wealth Management, LLC
IHT Wealth Management, LLC
Pinnacle Wealth Planning Services, Inc.
Old Peak Finance LLC
Northwestern Mutual Wealth Management Co
Fifth Third Bancorp
Bedminster, LLC
RMR Wealth Builders
Partners in Financial Planning
Sequent Asset Management, LLC
Parallel Advisors, LLC
Alpha Financial Partners, LLC
Black Cypress Capital Management, LLC
Trust Co
Jane Street Group, Llc
Abound Wealth Management
Bank of New York Mellon Corp
Buckingham Strategic Partners
Cardiff Park Advisors, Llc
Center For Asset Management LLC
Archer Investment Management, LLC
Carl P. Sherr & Co., LLC
Matrix Private Capital Group Llc
Northern Trust Corp
Berman McAleer LLC
Cornerstone Planning Group LLC
Venturi Wealth Management, LLC
Natixis Advisors, L.p.
Cheviot Value Management, LLC
LexAurum Advisors, LLC
Ieq Capital, Llc
Legacy Bridge, LLC
Ankerstar Wealth, LLC
Magnolia Capital Management Ltd
Coastal Investment Advisors, Inc.
Owl Creek Wealth Partners LLC
Fisher Asset Management, LLC
WealthCollab, LLC
Bearing Point Capital, Llc
Retirement Income Solutions, Inc
Samalin Investment Counsel, LLC
Vicus Capital
Versant Capital Management, Inc
Financial Advisory Service, Inc.
Financial Life Planners
Fiduciary Group LLC
Western Pacific Wealth Management, LP
MKT Advisors LLC
IFP Advisors, Inc
Redwood Investment Management, Llc
Prime Capital Investment Advisors, LLC
JB Capital LLC
Praetorian Wealth Management, Inc.
First Pacific Financial
Finley Financial, LLC
Montchanin Asset Management, Llc
Seros Financial, LLC
WNY Asset Management, LLC
Lakeridge Wealth Management LLC
Davis Capital Management
Advocate Investing Services LLC
Rockefeller Capital Management L.P.
Lloyd Advisory Services, LLC.
Clarity Capital Advisors, LLC
Financial Engines Advisors L.L.C.
Paradigm, Strategies in Wealth Management, LLC
AdvisorNet Financial, Inc
Corundum Group, Inc.
Atria Investments Llc
Confluence Wealth Services, Inc.
Gilliland Jeter Wealth Management LLC
NewEdge Wealth, LLC
Canvas Wealth Advisors, LLC
Integrity Alliance, Llc.
Aventura Private Wealth, LLC
Birchbrook, Inc.
Conservest Capital Advisors, Inc.
Peachtree Investment Partners, LLC
Sowell Financial Services LLC
Stordahl Capital Management, Inc.
Aufman Associates Inc
NorthAvenue LLC
Perennial Advisors, LLC
Tidemark, LLC
Peregrine Asset Advisers, Inc.
Hamrick Investment Counsel, llc
West Branch Capital LLC
Brown Wealth Management, Llc
Truvestments Capital Llc
BKM Wealth Management, LLC
High Falls Advisors, Inc
Capstone Triton Financial Group, LLC
Avidian Wealth Solutions, LLC
HBK Sorce Advisory LLC
Discipline Wealth Solutions, LLC
Copia Wealth Management
Gateway Wealth Partners, LLC
Texas Capital Bank Wealth Management Services Inc
Element Wealth, LLC
B.O.S.S. Retirement Advisors, LLC
Hamilton Point Investment Advisors, LLC
Wells Fargo & Company/mn
Strategies Wealth Advisors, LLC
Greenwood Gearhart Inc
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Mount Yale Investment Advisors, LLC
LaFleur & Godfrey LLC
Marietta Wealth Management, LLC
Princeton Global Asset Management LLC
American Trust
Laurel Oak Wealth Management, Llc
Davis R M Inc
Citigroup Inc
Keating Financial Advisory Services, Inc.
Arkadios Wealth Advisors
Dimension Capital Management Llc
Peoples Bank /oh
Integrated Capital Management, LLC
Tennessee Valley Asset Management Partners
Beacon Bridge Wealth Partners, LLC
Grove Bank & Trust
Romano Brothers And Company
Lifeworks Advisors, LLC
Fortitude Family Office, LLC
Guardian Asset Advisors, LLC
Awm Capital, Llc
Macroview Investment Management Llc
Bush Investment Group, Llc
Signature Securities Group Corporation
Norden Group Llc
BAM Wealth Management, LLC
Brave Asset Management Inc
Consolidated Planning Corp
AllSquare Wealth Management LLC
Leslie Global Wealth, LLC
Millstone Evans Group, LLC
Creative Planning
Keybank National Association/oh
National Asset Management, Inc.
Rialto Wealth Management, LLC
Verus Capital Partners, Llc
Scarborough Advisors, LLC
King Wealth
Wellington Grp LLC
SMART Wealth LLC
Raleigh Capital Management Inc.
Envestnet Portfolio Solutions, Inc.
Affiance Financial, LLC
Hrt Financial Lp
Skopos Labs, Inc.
Shira Ridge Wealth Management
Goldman Sachs Group Inc
Spire Wealth Management
Tradition Wealth Management, LLC
Flagship Private Wealth, LLC
Ameriflex Group, Inc.
Strategy Asset Managers Llc
Walser Wealth Management Company, A Ltd Liability Co
Accretive Wealth Partners, LLC
Canandaigua National Corp
Wellspring Financial Advisors, LLC
Forum Financial Management, LP
Western Wealth Management, LLC
Mainstream Capital Management LLC
Angeles Wealth Management, Llc
Clarity Asset Management, Inc.
LTG Capital LLC
Regatta Capital Group, Llc
Nicolet Advisory Services, Llc
Inscription Capital, LLC
Harrell Investment Partners, Llc
Apollon Wealth Management, LLC
Eldridge Investment Advisors, Inc.
Camden Capital, LLC
Analyst IMS Investment Management Services Ltd.
Salem Investment Counselors Inc
Mission Wealth Management, Lp
Edgar Lomax Co/va
L & S Advisors Inc
Wealthquest Corp
Plum Street Advisors, LLC
Essential Partners LLC
Net Worth Advisory Group
Avestar Capital, LLC
Signaturefd, Llc
Home Federal Bank Of Tennessee
Integrated Wealth Concepts LLC
EPG Wealth Management LLC
Koshinski Asset Management, Inc.
4J Wealth Management LLC
EverSource Wealth Advisors, LLC
Sutton Place Investors Llc
Journey Advisory Group, LLC
Global Retirement Partners, LLC
Salomon & Ludwin, LLC
ProVise Management Group, LLC
Rice Partnership, LLC
Greenup Street Wealth Management Llc
Capital Planning Advisors, LLC
Field & Main Bank
Fortress Private Ledger, Llc
West Wealth Group, LLC
Axis Wealth Partners, LLC
Amundi
Novus Advisors, Llc
Bailard, Inc.
Stelac Advisory Services LLC
Dynamic Advisor Solutions LLC
Hsbc Holdings Plc
Benin Management CORP
Wolff Wiese Magana Llc
Raymond James Financial Inc
Federation des caisses Desjardins du Quebec
TrustBank
Chicago Partners Investment Group LLC
Sentinus, LLC
Morgan Stanley
Permanent Capital Management, LP
Presidio Capital Management, LLC
Diversified Management Inc
Watershed Private Wealth Llc
Boston Family Office Llc
Tortoise Investment Management, LLC
Aviance Capital Partners, LLC
RTD Financial Advisors, Inc.
Nvest Financial, LLC
Brown Advisory Inc
Beacon Financial Planning, Inc
HighMark Wealth Management LLC
Ausdal Financial Partners, Inc.
Financial Perspectives, Inc
Old North State Trust, LLC
Citizens Financial Group Inc/ri
Blue Capital, Inc.
Garde Capital, Inc.
Resolute Wealth Strategies, LLC
Farmers & Merchants Trust Co of Long Beach
Spinnaker Trust
Global Assets Advisory, LLC
Hollencrest Capital Management
Signal Advisors Wealth, LLC
Transamerica Financial Advisors, Inc.
WealthPlan Investment Management, LLC
Huntington National Bank
Firethorn Wealth Partners, Llc
Clg Llc
Detalus Advisors, LLC
Fifth Third Securities, Inc.
National Bank Of Canada /fi/
Mmbg Investment Advisors Co.
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Oak Harbor Wealth Partners, Llc
Merkkuri Wealth Advisors LLC
Pin Oak Investment Advisors Inc
Banco Santander, S.A.
Ewa, Llc
Financial Partners Group, Inc
Td Private Client Wealth Llc
TIAA Wealth Investment Management LLC
First Merchants Corp
Financial Freedom, LLC
Graney & King, LLC
Intentional Wealth Strategies, LLC
Nbc Securities, Inc.
Jones Financial Companies Lllp
Stokes Family Office, LLC
RMB Capital Management, LLC
Sage Financial Management Group, Inc.
Axim Planning & Wealth
Private Advisor Group, LLC
Evanson Asset Management, LLC
Oppenheimer & Co Inc
Sagespring Wealth Partners, Llc
LPL Financial LLC
Essex Savings Bank
Horst & Graben Wealth Management LLC
Moisand Fitzgerald Tamayo, LLC
One Charles Private Wealth Services, LLC
Front Row Advisors LLC
Us Bancorp \de\
Crews Bank & Trust
Meramec Financial Planners, LLC
Gables Capital Management Inc.
Operose Advisors LLC
Kendall Capital Management
DiMeo Schneider & Associates, L.L.C.
Dumont & Blake Investment Advisors Llc
Nolet Wealth Management, LLC
Parkway Wealth Management Group, LLC
Morris Financial Concepts, Inc.
Arwa Llc
IPG Investment Advisors LLC
Advisors Capital Management, LLC
Lee Financial Co
MN Wealth Advisors, LLC
Goodwin Investment Advisory
Lbmc Investment Advisors, Llc
Bernardo Wealth Planning LLC
GenWealth Group, Inc.
Vaughan David Investments Inc/il
Courier Capital Llc
Anson Capital, Inc.
Genesis Financial Group, LLC
Jfs Wealth Advisors, Llc
Thomasville National Bank
Wedbush Securities Inc
Cadinha & Co Llc
Rehmann Capital Advisory Group
Beaumont Financial Advisors, LLC
Tulsa Wealth Advisors, INC
Bessemer Group Inc
TCP Asset Management, LLC
United Community Bank
Golden State Equity Partners
Caliber Wealth Management, LLC / KS
Afg Fiduciary Services Limited Partnership
Financial Consulate, Inc
RWM Asset Management, LLC
Vident Advisory, LLC
Vanguard Group Inc
Moneywise, Inc.
Pines Wealth Management, LLC
MidFirst Bank
Ascension Capital Advisors, Inc.
Fiduciary Alliance LLC
Amarillo National Bank
Integrated Wealth Management
Deutsche Bank Ag\
COFG Advisors, LLC
FSM Wealth Advisors, LLC
Seacrest Wealth Management, Llc
Beacon Capital Management, LLC
Foundations Investment Advisors, LLC
Modera Wealth Management, LLC
AG Campbell Advisory, LLC
FineMark National Bank & Trust
Bank of New Hampshire
Hohimer Wealth Management, Llc
Signet Financial Management, Llc
Cassaday & Co Wealth Management LLC
Silver Oak Advisory Group, Inc.
Graham Capital Management, L.P.
Caldwell Trust Co
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