IWS / iShares Trust - iShares Russell Mid-Cap Value ETF - Net Long/Short Value

iShares Trust - iShares Russell Mid-Cap Value ETF
US ˙ ARCA ˙ US4642874733

IWS / iShares Trust - iShares Russell Mid-Cap 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$)
Długa/krótka netto
(1000$)
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Kelsey Financial, LLC
Rothschild Investment Llc
Millstone Evans Group, LLC
Canandaigua National Bank & Trust Co
Addison Advisors LLC
Fifth Third Securities, Inc.
Cascade Financial Partners, LLC
LifePlan Investment Advisors, Inc.
Partners in Financial Planning
Prudential Financial Inc
Vanguard Advisers Inc
Financial Advisory Service, Inc.
Horizon Investments, LLC
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RPg Family Wealth Advisory, LLC
Adviser Investments LLC
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AdvisorNet Financial, Inc
Oppenheimer Asset Management Inc.
EP Wealth Advisors, Inc.
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Financial Engines Advisors L.L.C.
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James J. Burns & Company, LLC
Chesley Taft & Associates LLC
RTD Financial Advisors, Inc.
Financial Management Network Inc
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Meridian Wealth Management, LLC
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New England Private Wealth Advisors LLC
Bessemer Group Inc
Jane Street Group, Llc
Jackson, Grant Investment Advisers, Inc.
Washington Trust Bank
Global Wealth Management Investment Advisory, Inc.
Finley Financial, LLC
Resources Investment Advisors, LLC.
Hartland & Co., LLC
Wealthcare Advisory Partners LLC
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McCarthy Grittinger Financial Group, LLC
Kanawha Capital Management Llc
Legacy Wealth Partners, LLC
Global Trust Asset Management, LLC
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Townsend Asset Management Corp /nc/ /adv
Pittenger & Anderson Inc
Verdence Capital Advisors LLC
SB Capital Management Inc
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Howe & Rusling Inc
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First Horizon Corp
Eight 31 Financial Llc
Larson Financial Group LLC
Capital Squared Financial LLC
SOUTH STATE Corp
Rockefeller Capital Management L.P.
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Strategic Wealth Advisors LLC
Widmann Financial Services, Inc.
Apella Capital, LLC
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Foster & Motley Inc
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Wealthspire Advisors, LLC
Steward Partners Investment Advisory, Llc
Dentgroup LLC
Gen-Wealth Partners Inc
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Heck Capital Advisors, LLC
Neumann Capital Management, LLC
Morgan Stanley
Fortis Capital Advisors, LLC
Fifth Third Wealth Advisors LLC
Bank Of Hawaii
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Auour Investments LLC
Glenview Trust Co
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Great Valley Advisor Group, Inc.
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Cohen Capital Management, Inc.
Montecito Bank & Trust
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Douglass Winthrop Advisors, LLC
Rehmann Capital Advisory Group
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Trifecta Capital Advisors, LLC
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Glass Jacobson Investment Advisors llc
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Networth Advisors, LLC
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Synergy Financial Group, LTD
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Cerity Partners LLC
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Revolve Wealth Partners, LLC
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Summit Wealth Group Llc / Co
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Change Path, LLC
First Business Financial Services, Inc.
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Elevation Wealth Management LLC
Ballentine Partners, LLC
Investmark Advisory Group LLC
Cedar Mountain Advisors, LLC
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Pingora Partners LLC
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International Assets Investment Management, Llc
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Linscomb & Williams, Inc.
CENTRAL TRUST Co
Ameritas Investment Partners, Inc.
Envestnet Asset Management Inc
FLP Wealth Management, LLC
Fortis Group Advisors, LLC
KilterHowling LLC
Parvin Asset Management, LLC
Truepoint, Inc.
Inlight Wealth Management, LLC
Litman Gregory Asset Management LLC
First Western Trust Bank
Compass Ion Advisors, LLC
Intrust Bank Na
Bogart Wealth, LLC
Investment Partners, Ltd.
Split Rock Private Trading & Wealth Management, LLC
STAR Financial Bank
Laurel Oak Wealth Management, Llc
XML Financial, LLC
Breakwater Capital Group
BCGM Wealth Management, LLC
Thompson Siegel & Walmsley Llc
HHM Wealth Advisors, LLC
Atlantic Union Bankshares Corp
Means Investment Co., Inc.
BostonPremier Wealth LLC
Allworth Financial LP
Galvin, Gaustad & Stein, LLC
Family Wealth Group, LLC
Robertson Stephens Wealth Management, LLC
Harbour Investments, Inc.
Asset Dedication, LLC
Gill Capital Partners, Llc
Insight Inv LLC
Farmers & Merchants Investments Inc
Ntv Asset Management Llc
Kimelman & Baird, LLC
Sanctuary Advisors, LLC
Concurrent Investment Advisors, LLC
Versant Capital Management, Inc
Founders Financial Alliance, LLC
Rossby Financial, LCC
Cherry Tree Wealth Management, LLC
Kingswood Wealth Advisors, Llc
Thryve Wealth Management Llc
My Purposeful Wealth Corp.
1st Source Bank
Oppenheimer & Co Inc
Paradigm Financial Partners, Llc
Whitaker-Myers Wealth Managers, LTD.
Simmons Bank
Clarion Wealth Managment Partners, LLC
Csenge Advisory Group
Miracle Mile Advisors, LLC
Planning Project LLC
Valmark Advisers, Inc.
Tme Financial, Inc.
Evoke Wealth, Llc
Lazard Asset Management Llc
Alliancebernstein L.p.
Keybank National Association/oh
RMB Capital Management, LLC
Heritage Wealth Advisors
American Trust
Sequent Asset Management, LLC
First Foundation Advisors
Ipswich Investment Management Co., Inc.
Drucker Wealth 3.0, LLC
CIBC World Markets Inc.
Focus Financial Network, Inc.
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Joel Adams & Associates, Inc.
GHP Investment Advisors, Inc.
Guardian Wealth Advisors, Llc / Nc
Trilogy Capital Inc.
Intergy Private Wealth, LLC
DAVENPORT & Co LLC
U.S. Capital Wealth Advisors, LLC
Jpmorgan Chase & Co
Snider Financial Group
Warren Averett Asset Management, LLC
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Nova Wealth Management, Inc.
Taylor, Cottrill, Erickson & Associates, Inc.
Buckingham Strategic Partners
Strive Financial Group ,LLC
SageView Advisory Group, LLC
City State Bank
Asset One Wealth Management LLC
Walsh & Associates, LLC
Calamos Wealth Management LLC
Foster Victor Wealth Advisors, LLC
St Germain D J Co Inc
Oak Asset Management, LLC
Orgel Wealth Management, LLC
Riverview Trust Co
Titleist Asset Management, Llc
Medallion Wealth Advisors, LLC
Huntington National Bank
First Citizens Asset Management, Inc.
Centaurus Financial, Inc.
Aventura Private Wealth, LLC
Callan Family Office, LLC
Foundations Investment Advisors, LLC
Park Avenue Securities Llc
Dagco, Inc.
Lathrop Investment Management Corp
PFG Investments, LLC
Indiana Trust & Investment Management CO
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Thurston, Springer, Miller, Herd & Titak, Inc.
Evelyn Partners Asset Management Ltd
Front Row Advisors LLC
Clearwave Capital, LLC
Pallas Capital Advisors LLC
Mosaic Family Wealth Partners, Llc
HBK Sorce Advisory LLC
Register Financial Advisors LLC
Olistico Wealth, LLC
Freestone Capital Holdings, LLC
Ubs Asset Management Americas Inc
Ameriflex Group, Inc.
Broadwater Capital Management Llc
Evolve Private Wealth, Llc
Morris Financial Concepts, Inc.
Farther Finance Advisors, LLC
Oakworth Capital, Inc.
Berkshire Asset Management Llc/pa
Capital Investment Advisory Services, LLC
FSA Advisors, Inc.
Acima Private Wealth, Llc
Tower View Investment Management & Research LLC
Sowell Financial Services LLC
Dorsey & Whitney Trust CO LLC
Crestwood Advisors Group LLC
Vigil Wealth Management, LLC
CoreCap Advisors, LLC
Gallacher Capital Management LLC
May Barnhard Investments LLC
Ticino Wealth
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Sterling Investment Counsel, LLC
PFG Advisors
Moran Wealth Management, LLC
Naviter Wealth, LLC
Geneos Wealth Management Inc.
Field & Main Bank
Clayton Financial Group LLC
Private Wealth Management Group, LLC
Millington Financial Advisors, LLC
Cresset Asset Management, LLC
First Citizens Investor Services, Inc.
Verum Partners LLC
Fmr Llc
Goldman Sachs Group Inc
Invested Advisors
Pacific Sun Financial Corp
AlphaCore Capital LLC
Mill Creek Capital Advisors, LLC
Captrust Financial Advisors
Financial Consulate, Inc
BHK Investment Advisors, LLC
Susquehanna International Group, Llp
Grimes & Company, Inc.
Sterling Capital Management LLC
Sage Mountain Advisors LLC
Money Concepts Capital Corp
Stonebridge Financial Group, LLC / MO
Evergreen Wealth Solutions, LLC
Stifel Financial Corp
Summit Financial, LLC
Vantagepoint Investment Advisers Llc
Golden State Equity Partners
TOWER TRUST & INVESTMENT Co
Sofos Investments, Inc.
Madison Wealth Partners, Inc
Wedgewood Investors Inc /pa/
Trust Co Of Virginia /va
Blue Bell Private Wealth Management, Llc
CoreFirst Bank & Trust
Wolff Wiese Magana Llc
BCS Wealth Management
City Holding Co
Zhang Financial LLC
Windsor Advisory Group, LLC
Fairman Group, LLC
Quadcap Wealth Management, LLC
Main Street Group, LTD
Rebalance, Llc
Nemes Rush Group LLC
SHP Wealth Management
Foundation Wealth Management, LLC\PA
Romano Brothers And Company
Moisand Fitzgerald Tamayo, LLC
Merit Financial Group, LLC
Root Financial Partners, LLC
Salomon & Ludwin, LLC
TIAA Wealth Investment Management LLC
Trust Co Of Toledo Na /oh/
Koss-Olinger Consulting, LLC
Copia Wealth Management
Advisortrust Partners, Llc
Breakwater Investment Management
Harwood Advisory Group, LLC
Legacy Edge Advisors, LLC
Occidental Asset Management, LLC
Ashton Thomas Securities, Llc
Janney Montgomery Scott LLC
Bank of New Hampshire
Northern Trust Corp
Betterment LLC
CNB Bank
Retirement Income Solutions, Inc
Legacy Advisors, LLC
Zrc Wealth Management, Llc
Citigroup Inc
Parkway Wealth Management Group, LLC
Twin Peaks Wealth Advisors, LLC
Moors & Cabot, Inc.
Secure Asset Management, LLC
Diversified Management Inc
Savant Capital, LLC
Midwest Capital Advisors, LLC
Plante Moran Financial Advisors, LLC
Bell Investment Advisors, Inc
K.J. Harrison & Partners Inc
Icon Wealth Advisors, LLC
Bellevue Asset Management, Llc
Luts & Greenleigh Group, Inc
Richards, Merrill & Peterson, Inc.
MONECO Advisors, LLC
PFS Partners, LLC
Provenance Wealth Advisors, LLC
Bleakley Financial Group, LLC
Capital Group Private Client Services, Inc.
Royal Bank Of Canada
Evermay Wealth Management Llc
Stock Yards Bank & Trust Co
Sunbelt Securities, Inc.
Twin Focus Capital Partners, Llc
Cozad Asset Management Inc
Neuberger Berman Group LLC
Cassaday & Co Wealth Management LLC
Keel Point, LLC
Boston Partners
Financial Sense Advisors, Inc.
Diversified Trust Co
Reyes Financial Architecture, Inc.
Pinnacle Wealth Management Advisory Group, LLC
FineMark National Bank & Trust
Fulton Bank, N.a.
KC Investment Advisors, LLC
New Republic Capital, LLC
Private Trust Co Na
Phillips Financial Management, Llc
Noble Family Wealth, LLC
Global Retirement Partners, LLC
Matrix Private Capital Group Llc
Ibex Wealth Advisors
Alesco Advisors Llc
Magnus Financial Group LLC
XY Planning Network, Inc.
Equitable Holdings, Inc.
Argent Trust Co
Centennial Bank/AR/
Compass Capital Corp /ma/ /adv
Nvest Financial, LLC
Synergy Financial Management, LLC
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Anchor Capital Advisors Llc
Wealthfront Advisers Llc
Campion Asset Management LLC
Cornerstone Financial Group, LLC /NE/
Archer Investment Corp
Crews Bank & Trust
Coston, McIsaac & Partners
NCM Capital Management, LLC
Td Private Client Wealth Llc
Jones Financial Companies Lllp
Valeo Financial Advisors, LLC
Vertrix Wealth Management, LLC
Operose Advisors LLC
Whittier Trust Co Of Nevada Inc
Perfromance Wealth Partners, LLC
Sentinel Advisory Group, LLC
Investment Counsel Co Of Nevada
Tiaa Trust, National Association
Synergy Investment Management, LLC
Evanson Asset Management, LLC
Mpwm Advisory Solutions, Llc
WealthPlan Investment Management, LLC
Essex Savings Bank
Centennial Advisors, LLC
Coastal Bridge Advisors, LLC
Westside Investment Management, Inc.
Signal Advisors Wealth, LLC
Powell Investment Advisors, LLC
Principal Securities, Inc.
Carlton Hofferkamp & Jenks Wealth Management, LLC
Thomasville National Bank
Stratos Wealth Advisors, LLC
Planning Directions Inc
MSH Capital Advisors LLC
Blueline Advisors Llc
Causey Wealth LLC
N.E.W. Advisory Services LLC
Pure Financial Advisors, Inc.
Tudor Investment Corp Et Al
Northstar Asset Management Llc
Saxon Interests, Inc.
Hm Payson & Co
Spire Wealth Management
Lwm Advisors Inc
Cambridge Investment Research Advisors, Inc.
Sequoia Financial Advisors, LLC
Brady Martz Wealth Solutions, LLC
Dunhill Financial, LLC
Auxano Advisors, LLC
Glassman Wealth Services
Modera Wealth Management, LLC
Bedel Financial Consulting, Inc.
Port Capital LLC
Excelsior Advisor Network LLC
Regimen Wealth, Llc
Guidance Point Advisors, LLC
Bank of Jackson Hole Trust
LaFleur & Godfrey LLC
Vantage Financial Partners, LLC
Beacon Investment Advisory Services, Inc.
Wsfs Capital Management, Llc
Conning Inc.
Caldwell Trust Co
Farmers Trust Co
Fifth Third Bancorp
ORG Wealth Partners, LLC
KERR FINANCIAL PLANNING Corp
Ritter Daniher Financial Advisory LLC / DE
Envestnet Portfolio Solutions, Inc.
Winthrop Capital Management, LLC
Asset Management Group, Inc.
Legacy Bridge, LLC
Earnest Partners Llc
Dynamic Advisor Solutions LLC
Baker Ellis Asset Management LLC
Transcend Wealth Collective, Llc
Ieq Capital, Llc
Avalon Trust Co
LMG Wealth Partners, LLC
Mather Group, Llc.
Sittner & Nelson, Llc
Rahlfs Capital, Llc
National Asset Management, Inc.
Paladin Advisory Group, LLC
Prosperity Consulting Group, LLC
Natixis Advisors, L.p.
Private Management Group Inc
Cornerstone Planning Group LLC
Greenleaf Trust
Massmutual Trust Co Fsb/adv
Lawood & Co
StoneX Group Inc.
Perigon Wealth Management, LLC
Van Den Berg Management I, Inc
Colonial Trust Advisors
Colony Group, LLC
Johnson Financial Group, Inc.
One Capital Management, LLC
Roman Butler Fullerton & Co
Northern Lights Advisors, Inc.
Arkadios Wealth Advisors
Ausdal Financial Partners, Inc.
Rodgers & Associates, LTD
Madden Advisory Services, Inc.
Belvedere Trading LLC
Bank Of Montreal /can/
Jacobs Equity LLC
Global Trust Wealth Management LLC
Cwm, Llc
Clark Capital Management Group, Inc.
Vanguard National Trust Co
Bank of New York Mellon Corp
Bnp Paribas Arbitrage, Sa
Bishop & Co Investment Management, LLC
McIlrath & Eck, LLC
Fragasso Group Inc.
Capital Investment Advisors, LLC
Tower Research Capital LLC (TRC)
10Elms LLP
Triad Wealth Partners, LLC
Consolidated Planning Corp
Berkeley, Inc
Cardiff Park Advisors, Llc
Independence Bank of Kentucky
Bravera Wealth
Monetary Management Group Inc
Bridges Investment Management Inc
Almanack Investment Partners, LLC.
Cullen/frost Bankers, Inc.
Commerce Bank
Cetera Investment Advisers
D.a. Davidson & Co.
Truist Financial Corp
Topsail Wealth Management, LLC
Brown, Lisle/cummings, Inc.
SNS Financial Group, LLC
Quaker Wealth Management, LLC
EverSource Wealth Advisors, LLC
1832 Asset Management L.P.
True Link Financial Advisors, LLC
Fortitude Family Office, LLC
Baird Financial Group, Inc.
SYM FINANCIAL Corp
Howard Bailey Securities, Llc
Nuance Investments, Llc
Putnam Fl Investment Management Co
SRS Capital Advisors, Inc.
Stephenson National Bank & Trust
Aire Advisors, Llc
Brandywine Global Investment Management, LLC
Firestone Capital Management
Kingsview Wealth Management, LLC
Kilter Group LLC
Dougherty Wealth Advisers LLC
Q3 Asset Management
Red Tortoise LLC
BancorpSouth Bank
Integrity Alliance, Llc.
Advisory Services Network, LLC
RDA Financial Network
Granville Capital, Inc.
Friday Financial
Wescott Financial Advisory Group, LLC
Financial Alternatives, Inc
Midwest Trust Co
Provident Wealth Management, LLC
Strategic Wealth Partners, Ltd.
Sherman Wealth Management LLC
Financial Connections Group, Inc.
Rossmore Private Capital
Providence Capital Advisors, LLC
Perennial Investment Advisors, LLC
Modern Wealth Management, LLC
Halbert Hargrove Global Advisors, Llc
Forum Finance Group S.A.
Pin Oak Investment Advisors Inc
River Wealth Advisors LLC
Jfs Wealth Advisors, Llc
Integrity Wealth Solutions LLC
Regal Investment Advisors LLC
Rockbridge Investment Management, LCC
Key Capital Management, INC
Hsbc Holdings Plc
Vaughan David Investments Inc/il
LJI Wealth Management, LLC
Busey Wealth Management
Bank Of America Corp /de/
Mutual Advisors, LLC
Capital Analysts, Inc.
IFP Advisors, Inc
High Note Wealth, LLC
Parkshore Wealth Management, Inc.
Pinnacle Financial Partners, Inc.
Beacon Pointe Advisors, LLC
McKinley Carter Wealth Services, Inc.
Baltimore-Washington Financial Advisors, Inc.
Horizons Wealth Management
AMG National Trust Bank
Fourth Dimension Wealth, LLC
MAI Capital Management
Regions Financial Corp
Navigation Wealth Management, Inc.
Warwick Investment Management, Inc.
Rialto Wealth Management, LLC
Creative Planning
Us Bancorp \de\
Thrivent Financial For Lutherans
Align Financial, LLC
Richardson Capital Management LLC
Y-Intercept (Hong Kong) Ltd
Condor Capital Management
Sigma Investment Counselors Inc
Nbc Securities, Inc.
Basepoint Wealth LLC
Glenmede Trust Co Na
Level Four Advisory Services, Llc
Bartlett & Co. Wealth Management Llc
Blair William & Co/il
Inspirion Wealth Advisors, Llc
21 West Wealth Management LLC
Albion Financial Group /ut
Fwl Investment Management, Llc
one8zero8, LLC
Pacific Financial Group Inc
BOK Financial Private Wealth, Inc.
Citizens Financial Group Inc/ri
Cranbrook Wealth Management, LLC
Daymark Wealth Partners, Llc
Rockland Trust Co
Davis R M Inc
Lee-Kelleher Wealth Management
Pinnacle Bancorp, Inc.
Wealth Watch Advisors, INC
Kingdom Financial Group LLC.
Sage Financial Group Inc
Dynamic Financial Group
Hilton Head Capital Partners, LLC
Commonwealth Equity Services, Llc
Proficio Capital Partners LLC
First Hawaiian Bank
United Capital Financial Advisers, Llc
Elm Partners Management LLC
Chevy Chase Trust Holdings, Inc.
First National Bank Of Omaha
Fiera Capital Corp
American Capital Advisory, LLC
Wiley Bros.-aintree Capital, Llc
SJA Financial Advisory, LLC
Next Capital Management LLC
Gryphon Financial Partners LLC
Prospera Financial Services Inc
Nicolet Advisory Services, Llc
Victory Capital Management Inc
Capital Advisors, Ltd. LLC
Fidelis Capital Partners, LLC
Tcw Group Inc
Bearing Point Capital, Llc
TCG Advisory Services, LLC
Mullaney, Keating & Wright, Inc.
United Community Bank
Associated Banc-corp
Gladstone Institutional Advisory LLC
Accelerate Investment Advisors LLC
Moneta Group Investment Advisors Llc
Camelot Portfolios, LLC
Stephens Consulting, LLC
Cooper Financial Group
Signature Resources Capital Management, LLC
Ancora Advisors, LLC
Burk Holdings LLC
Sound View Wealth Advisors Group, LLC
Ameriprise Financial Inc
Goelzer Investment Management, Inc.
Processus Wealth & Capital Management, LLC
WASHINGTON TRUST Co
Viewpoint Capital Management LLC
Stephens Group Asset Management, Llc
Sound Income Strategies, LLC
Elwood & Goetz Wealth Advisory Group, LLC
BTC Capital Management, Inc.
Principal Financial Group Inc
Trust Co Of Vermont
Unified Investment Management
Activest Wealth Management
Creative Financial Designs Inc /adv
Legend Capital Advisors LLC
Horst & Graben Wealth Management LLC
Peachtree Investment Partners, LLC
BRYN MAWR TRUST Co
Rsm Us Wealth Management Llc
Pflug Koory, LLC
Triangle Securities Wealth Management
New Millennium Group LLC
Taddei, Ludwig & Associates, Inc.
Qrg Capital Management, Inc.
Eqis Capital Management, Inc.
Legacy Wealth Managment, LLC/ID
Independent Advisor Alliance
Nations Financial Group Inc, /ia/ /adv
Stonebridge Financial Planning Group, LLC
Whittier Trust Co
Amarillo National Bank
Hughes Financial Services, LLC
Duncker Streett & Co Inc
Evergreen Capital Management Llc
Harbour Capital Advisors, LLC
Holos Integrated Wealth LLC
Skyline Advisors, Inc.
Ark & Tlk Investments, Llc
Badgley Phelps Wealth Managers, LLC
Ritholtz Wealth Management
Hancock Whitney Corp
Tradition Wealth Management, LLC
Integrated Wealth Concepts LLC
Wealth Science Advisors LLC
AE Wealth Management LLC
Hara Capital LLC
Lido Advisors, LLC
Arcadia Wealth Management, LLC
M&t Bank Corp
Princeton Global Asset Management LLC
Insigneo Advisory Services, Llc
One Day In July LLC
Mml Investors Services, Llc
NorthRock Partners, LLC
Chelsea Counsel Co
Equitable Trust Co
Kestra Private Wealth Services, Llc
Benjamin Edwards Inc
Franklin Resources Inc
Pointe Capital Management LLC
Cyndeo Wealth Partners, LLC
Harbor Investment Advisory, Llc
Northwestern Mutual Wealth Management Co
Tsfg, Llc
Tranquility Partners, LLC
Stephens Inc /ar/
Citadel Advisors Llc
First United Bank Trust/
First Financial Corp /in/
MRP Capital Investments, LLC
Mb, Levis & Associates, Llc
City Center Advisors, LLC
Canandaigua National Corp
United Advisor Group, LLC
Maryland Capital Advisors Inc.
SkyOak Wealth, LLC
Triumph Capital Management
UBS Group AG
New Age Alpha Advisors, LLC
Signature Securities Group Corporation
Thompson Investment Management, Inc.
Ariel Investments, Llc
Gateway Wealth Partners, LLC
Parcion Private Wealth LLC
Blake Schutter Theil Wealth Advisors, LLC
Highland Capital Management, Llc
Ballew Advisors, Inc
Wells Fargo & Company/mn
Sovran Advisors, LLC
Mlp3, Llc
Belpointe Asset Management LLC
First Pacific Financial
Nbt Bank N A /ny
Kayne Anderson Rudnick Investment Management Llc
Legacy Financial Strategies, LLC
Heritage Investment Group, Inc.
Pinnacle Associates Ltd
National Philanthropic Trust
Eukles Asset Management
Davidson Trust Co
First Community Trust Na
Calamos Advisors LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Atria Investments Llc
Bayban
Armstrong Advisory Group, Inc
Wesbanco Bank Inc
Home Federal Bank Of Tennessee
American Wealth Advisors, LLC
Signature Equity Partners, LLC
Prosperity Planning, Inc.
Family Legacy, Inc.
Oak Harbor Wealth Partners, Llc
GoalVest Advisory LLC
LBJ Family Wealth Advisors, Ltd.
Atlas Brown,Inc.
Cary Street Partners Financial Llc
Connecticut Wealth Management, LLC
Coastal Investment Advisors, Inc.
CX Institutional
JMG Financial Group, Ltd.
Anderson Hoagland & Co
Sigma Planning Corp
Snowden Capital Advisors LLC
VestGen Advisors, LLC
Financial Guidance Group, Inc.
North Star Investment Management Corp.
Nwam Llc
Pacific Life Fund Advisors LLC
CVA Family Office, LLC
Prime Capital Investment Advisors, LLC
LifeWealth Investments, LLC
Peapack Gladstone Financial Corp
Fiduciary Trust Co
Corundum Group, Inc.
Caldwell Securities, Inc
Becker Capital Management Inc
Arbor Investment Advisors, LLC
Stegner Investment Associates Inc.
Ade, Llc
Falcon Wealth Planning
Monument Capital Management
First Command Advisory Services, Inc.
Ruggaard & Associates LLC
Lowe Brockenbrough & Co Inc
Guardian Asset Advisors, LLC
FDx Advisors, Inc.
Howard Capital Management Inc.
Bradley Foster & Sargent Inc/ct
Brinker Capital Investments, LLC
Chicago Partners Investment Group LLC
Hantz Financial Services, Inc.
Peloton Wealth Strategists
We Are One Seven, LLC
Lloyd Advisory Services, LLC.
Mesirow Financial Investment Management, Inc.
Joel Isaacson & Co., LLC
Simplicity Wealth,LLC
REAP Financial Group, LLC
Ashton Thomas Private Wealth, LLC
Hamilton Point Investment Advisors, LLC
Anchor Investment Management, LLC
Telos Capital Management, Inc.
Holland Advisory Services, Inc.
Cordant, Inc.
Wealth Enhancement Advisory Services, Llc
Willner & Heller, Llc
Cape Investment Advisory, Inc.
Pinnacle Wealth Planning Services, Inc.
Western Wealth Management, LLC
Zions Bancorporation, National Association /ut/
Pensionmark Financial Group, Llc
Private Advisor Group, LLC
Smartleaf Asset Management LLC
DB Fitzpatrick & Co, Inc
Vivaldi Capital Management, LLC
R.H. Investment Group, LLC
Tectonic Advisors Llc
First Merchants Corp
Comerica Bank
Pnc Financial Services Group, Inc.
Villere St Denis J & Co Llc
Nomura Asset Management Co Ltd
SJS Investment Consulting Inc.
Bridgewater Advisors Inc.
Liberty Square Wealth Partners Llc
Vaughan Nelson Investment Management, L.p.
Parkside Financial Bank & Trust
Geometric Wealth Advisors
Center for Financial Planning, Inc.
Grove Bank & Trust
Risk Paradigm Group, LLC
Avantax Planning Partners, Inc.
Kennedy Capital Management, Inc.
Crescent Grove Advisors, LLC
RWM Asset Management, LLC
Brookstone Capital Management
Level Wealth Management LLC
Ameritas Advisory Services, LLC
Raymond James Financial Inc
Motiv8 Investments LLC
Stratos Wealth Partners, LTD.
IHT Wealth Management, LLC
Advocacy Wealth Management Services, LLC
Theory Financial Llc
Mycio Wealth Partners, Llc
Lpwm Llc
Strategic Blueprint, LLC
Strategies Wealth Advisors, LLC
Allspring Global Investments Holdings, LLC
Apollon Wealth Management, LLC
BankPlus Trust Department
Smithfield Trust Co
Hazlett, Burt & Watson, Inc.
Mechanics Financial Corp
JP Wealth Management, Inc.
Peak Financial Management, Inc.
Kohmann Bosshard Financial Services, LLC
First National Trust Co
Wittenberg Investment Management, Inc.
Umb Bank N A/mo
Glen Eagle Advisors, LLC
Salem Investment Counselors Inc
McAdam, LLC
Meramec Financial Planners, LLC
Private Wealth Asset Management, LLC
Bokf, Na
Mariner, LLC
West Michigan Advisors, Llc
Diversify Wealth Management, Llc
Nicolet Bankshares Inc
Missouri Trust & Investment Co
Enclave Advisors LLC
Biltmore Family Office, LLC
Mv Capital Management, Inc.
Golden State Wealth Management, LLC
Johnson Investment Counsel Inc
Mercer Global Advisors Inc /adv
Decker Retirement Planning Inc.
Woodmont Investment Counsel Llc
Assetmark, Inc
Private Client Services, Llc
Allen Investment Management LLC
Quantinno Capital Management LP
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Matters Capital Llc
Edgemoor Investment Advisors, Inc.
Riverpoint Wealth Management Holdings, LLC
Tiaa-cref Individual & Institutional Services, Llc
ERTS Wealth Advisors, LLC
Ballast, Inc.
Atlantic Trust, LLC
ORG Partners LLC
Manchester Capital Management LLC
HighTower Advisors, LLC
Atomi Financial Group, Inc.
Granite Group Advisors, LLC
MCF Advisors LLC
Smith & Howard Wealth Management, LLC
Silvercrest Asset Management Group Llc
Bragg Financial Advisors, Inc
Courier Capital Llc
Berkshire Bank
Ironwood Investment Counsel, LLC
CIBC Bancorp USA Inc.
Advisors Preferred, LLC
Brown Advisory Inc
Sagespring Wealth Partners, Llc
LongView Wealth Management
Bangor Savings Bank
Capital Performance Advisors Llp
Ponta Wealth Partners, LLC
GLOBALT Investments LLC / GA
First Citizens Bank & Trust Co
Essex Financial Services, Inc.
Advisor Group Holdings, Inc.
CIBC Private Wealth Group, LLC
Union Savings Bank
Zacks Investment Management
Green Harvest Asset Management LLC
Price T Rowe Associates Inc /md/
B.O.S.S. Retirement Advisors, LLC
Avion Wealth
Keating Financial Advisory Services, Inc.
Vise Technologies, Inc.
Colonial Trust Co / SC
Cahaba Wealth Management, Inc.
HB Wealth Management, LLC
Mission Wealth Management, Lp
Advisors Capital Management, LLC
Alpine Bank Wealth Management
LPL Financial LLC
Fuller & Thaler Asset Management, Inc.
Atticus Wealth Management, Llc
Key FInancial Inc
Appleton Partners Inc/ma
Cornerstone Wealth Management, LLC
YANKCOM Partnership
GGM Financials LLC
Vanguard Group Inc
Wealth Enhancement Trust Services, Inc.
Sonata Capital Group Inc
Elevated Capital Advisors, LLC
CI Private Wealth, LLC
Trust Co
Patriot Investment Management Inc.
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Boston Private Wealth Llc
Hapanowicz & Associates Financial Services, Inc
Intrepid Financial Planning Group LLC
Bensler, LLC
National Bank Of Canada /fi/
Daytona Street Capital LLC
Kestra Advisory Services, LLC
Brown Brothers Harriman & Co
Aptus Capital Advisors, LLC
Covenant Partners, LLC
Quadrant Capital Group Llc
Coldstream Capital Management Inc
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