QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF - Net Long/Short Value

Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
US ˙ NasdaqGM ˙ US46138G6492

QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 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$)
Długa/krótka netto
(1000$)
Emerald Investment Partners, Llc
Prospect Financial Services LLC
Ironwood Financial, llc
N.E.W. Advisory Services LLC
Capstone Wealth Management Group, Llc
Byrne Financial Freedom, Llc
Carroll Advisory Group, LLC
Keebeck Wealth Management, LLC
Warren Averett Asset Management, LLC
Advisor Group Holdings, Inc.
Round Rock Advisors, LLC
Alpha Financial Advisors, LLC
Forge Financial Services LLC
Ancora Advisors, LLC
Trust Co Of Vermont
Seneschal Advisors, LLC
Miracle Mile Advisors, LLC
B&D White Capital Company, LLC
Ronald Blue Trust, Inc.
CI Private Wealth, LLC
Gaddis Premier Wealth Advisors LLC
Basso Capital Management, L.p.
Tobias Financial Advisors, Inc.
Legacy Capital Wealth Management, Llc
Retirement Financial Solutions, Llc
Atomi Financial Group, Inc.
New Perspectives, Inc
Aldebaran Financial Inc.
Leith Wheeler Investment Counsel Ltd.
Insigneo Advisory Services, Llc
Essex Financial Services, Inc.
Hyposwiss Advisors SA
One Capital Management, LLC
Solitude Financial Services
Bestgate Wealth Advisors, LLC
VCI Wealth Management LLC
Twin Tree Management, LP
CAPROCK Group, Inc.
O'shaughnessy Asset Management, Llc
ZEGA Investments, LLC
Northern Trust Corp
Daviman Financial, LLC
Jfs Wealth Advisors, Llc
Accurate Wealth Management, LLC
Financial Engines Advisors L.L.C.
DB Fitzpatrick & Co, Inc
Assetmark, Inc
Sulzberger Capital Advisors, Inc.
New England Capital Financial Advisors LLC
Drake & Associates, LLC
Ritholtz Wealth Management
Lynch Investment Planning, LLC
Baring Financial LLC
Harbor Investment Advisory, Llc
Quartz Partners, LLC
Marmo Financial Group, LLC
Trinity Wealth Management, LLC
Scarborough Advisors, LLC
Mid-American Wealth Advisory Group, Inc.
Petix & Botte Co
My Portfolio Guide, LLC
Empire Life Investments Inc.
Invst, LLC
Bank & Trust Co
Fairway Wealth LLC
Federation des caisses Desjardins du Quebec
Vontobel Holding Ltd.
Fidelis Capital Partners, LLC
Nations Financial Group Inc, /ia/ /adv
Mosaic Advisors LLC
Mutual Advisors, LLC
Hudock, Inc.
Fifth Third Securities, Inc.
Mattson Financial Services, LLC
Synergy Investment Management, LLC
Robbins Farley Llc
Morgan Stanley
Waddell & Associates, Llc
Cdm Financial Counseling Services, Inc.
Thrivent Financial For Lutherans
Wealth Care LLC
Bulwark Capital Corp
EverSource Wealth Advisors, LLC
Axxcess Wealth Management, Llc
Bradley & Co. Private Wealth Management, LLC
Benjamin Edwards Inc
Global Financial Private Client, LLC
DHJJ Financial Advisors, Ltd.
Atria Investments Llc
Brown Financial Advisors
Ogorek Anthony Joseph /ny/ /adv
Pflug Koory, LLC
Garrison Bradford & Associates Inc
Advance Capital Management, Inc.
Hurley Capital, LLC
BlackDiamond Wealth Management Inc.
Centerpoint Advisory Group
Richmond Investment Services, LLC
IFP Advisors, Inc
Envestnet Portfolio Solutions, Inc.
Empirical Asset Management, LLC
Foresight Capital Management Advisors, Inc.
Capital & Planning, Llc
Landmark Wealth Management, LLC
626 Financial, LLC
CRA Financial Services, LLC
Key FInancial Inc
Southland Equity Partners LLC
West Financial Advisors, LLC
Advisors Preferred, LLC
Annis Gardner Whiting Capital Advisors, LLC
GWM Advisors LLC
Weitzel Financial Services, Inc.
Y.D. More Investments Ltd
Truist Financial Corp
NWF Advisory Services Inc.
Family Legacy Financial Solutions, LLC
Capital Square, LLC
J.w. Cole Advisors, Inc.
Brookstone Capital Management
Essential Partners LLC
Sfmg, Llc
Global Trust Asset Management, LLC
Focused Alpha, Llc
Summit Financial Consulting LLC
Kingswood Wealth Advisors, Llc
Altus Wealth Group LLC
Fairview Capital Investment Management, Llc
Sequent Planning LLC
MWA Asset Management
Strategic Wealth Partners, Ltd.
SHUTTLEWORTH & Co
Tandem Investment Partners LLC
Modern Wealth Management, LLC
Northwest Financial Advisors
IHT Wealth Management, LLC
PCG Wealth Advisors, LLC
XTX Topco Ltd
First National Trust Co
Lloyd Advisory Services, LLC.
Traynor Capital Management, Inc.
Colonial River Wealth Management, LLC
Miller Wealth Advisors, Llc
Integrity Wealth Advisors, Inc.
Fiduciary Financial Group, Llc
SG Americas Securities, LLC
CBIZ Investment Advisory Services, LLC
Nbc Securities, Inc.
D.a. Davidson & Co.
Evolve Private Wealth, Llc
Kingdom Financial Group LLC.
KWB Wealth
Burns Matteson Capital Management, LLC
Ankerstar Wealth, LLC
TruWealth Advisors, LLC
KPP Advisory Services LLC
Integrity Wealth Solutions LLC
Great Valley Advisor Group, Inc.
Stanley-Laman Group, Ltd.
Arete Wealth Advisors, LLC
Parcion Private Wealth LLC
Root Financial Partners, LLC
Revisor Wealth Management LLC
Citizens Financial Group Inc/ri
BostonPremier Wealth LLC
Flagship Harbor Advisors, Llc
Stifel Financial Corp
Financial Security Advisor, Inc.
Capital Analysts, Inc.
Cabot Wealth Management Inc
Blue Chip Partners, Inc.
Wbh Advisory Inc
MSH Capital Advisors LLC
Virtue Capital Management, LLC
Atlas Legacy Advisors, LLC
Prostatis Group LLC
Bank of New Hampshire
Lbmc Investment Advisors, Llc
Park Avenue Securities Llc
Enclave Advisors LLC
Howard Financial Services, Ltd.
Venture Visionary Partners LLC
Archer Investment Corp
Tower Bridge Advisors
Ridgecrest Wealth Partners, Llc
Alteri Wealth LLC
Kestra Advisory Services, LLC
Wealthspire Advisors, LLC
Q3 Asset Management
Wagner Wealth Management, Llc
Goodman Advisory Group, LLC
Herbst Group, Llc
Ascent Advisors, LLC
Apella Capital, LLC
LaSalle St. Investment Advisors, LLC
Creative Planning
Solano Wealth Investment Advisors LLC
IMG Wealth Management, Inc.
Octavia Wealth Advisors, LLC
Encompass More Asset Management
Pnc Financial Services Group, Inc.
Mount Yale Investment Advisors, LLC
Pearl Planning LLC
United Community Bank
American Money Management, LLC
Pennington Partners & Co., Llc
HT Partners LLC
Delta Asset Management Llc/tn
Altfest L J & Co Inc
BlackRock, Inc.
Sanders Morris Harris Llc
Strategic Advisors LLC
Golden State Wealth Management, LLC
Fountainhead AM, LLC
Midway Capital Research & Management
Clarity Asset Management, Inc.
Vicus Capital
Level Four Advisory Services, Llc
Camelot Portfolios, LLC
Ieq Capital, Llc
Smith, Moore & Co.
Thurston, Springer, Miller, Herd & Titak, Inc.
Money Concepts Capital Corp
Migdal Insurance & Financial Holdings Ltd.
Qrg Capital Management, Inc.
One Day In July LLC
Endowment Wealth Management, Inc.
Harbor Capital Advisors, Inc.
Valley National Advisers Inc
Eddie Patel Inc
Comprehensive Wealth Management, LLC
Retirement Income Solutions, Inc
Belpointe Asset Management LLC
Olistico Wealth, LLC
Mcguire Capital Advisors Inc
Affinity Wealth Management Llc
Two Sigma Investments, Lp
Latko Wealth Management, Ltd.
Rockefeller Capital Management L.P.
Rock Point Advisors, LLC
Castle Wealth Management Llc
Tennessee Valley Asset Management Partners
Spectrum Wealth Advisory Group, LLC
360 Financial, Inc.
Carter Financial Group, INC.
Naples Global Advisors, Llc
Redhawk Wealth Advisors, Inc.
TCI Wealth Advisors, Inc.
LongView Wealth Management
Oder Investment Management, LLC
McGinn Investment Management, Inc.
CVA Family Office, LLC
Investor's Fiduciary Advisor Network, LLC
Jackson Wealth Management, LLC
Taylor Financial Group, Inc.
CNB Bank
Retirement Management Systems Inc.
Ckw Financial Group
Intentional Wealth Strategies, LLC
Independent Financial Group, Llc
Mystic Asset Management, Inc.
Pacifica Partners Inc.
Mark Sheptoff Financial Planning, Llc
Jane Street Group, Llc
Shelton Capital Management
Nomura Asset Management Co Ltd
Atalanta Sosnoff Capital, Llc
Brown Brothers Harriman & Co
Emerald Advisors, LLC
Spectrum Strategic Capital Management, LLC
Mainstay Capital Management Llc /adv
BEAM Asset Management, LLC
Mather Group, Llc.
Core Wealth Partners LLC
Summit Global Investments
Gotham Asset Management, LLC
Dorsey & Whitney Trust CO LLC
National Wealth Management Group, LLC
Zhang Financial LLC
Addison Advisors LLC
Goldman Sachs Group Inc
NewEdge Wealth, LLC
American National Bank
Swisher Financial Concepts, Inc.
Firestone Capital Management
Appalachian Capital Management Ltd
Orion Capital Management LLC
Quest 10 Wealth Builders, Inc.
Certified Advisory Corp
Avestar Capital, LLC
Pioneer Family Office, LLC
Gen-Wealth Partners Inc
Bridgewater Advisors Inc.
Harbour Investments, Inc.
Adapt Wealth Advisors, Llc
Bernardo Wealth Planning LLC
Rollins Financial Advisors, LLC
TSG Advice Partners, LLC
Valeo Financial Advisors, LLC
Fort Washington Investment Advisors Inc /oh/
Evergreen Advisors, LLC
National Bank Of Canada /fi/
Buckingham Strategic Partners
Jpmorgan Chase & Co
Alchemi Wealth, LLC
Strive Financial Group ,LLC
Creative Financial Designs Inc /adv
Headinvest, Llc
Cadent Capital Advisors, LLC
Trexquant Investment LP
Silverlake Wealth Management Llc
Premier Private Wealth Management LLC
StoneCrest Wealth Management, Inc.
Luminist Capital LLC
Bouchey Financial Group Ltd
Prosperity Consulting Group, LLC
Blue Jean Financial Llc
Sterling Investment Counsel, LLC
Canvas Wealth Advisors, LLC
SimpliFi, Inc.
Csenge Advisory Group
Guardian Asset Advisors, LLC
Ark & Tlk Investments, Llc
HHM Wealth Advisors, LLC
Helios Capital Management Pte. Ltd
City State Bank
Holistic Planning, LLC
Financial Life Planners
Independent Advisor Alliance
Caitlin John, LLC
CoreCap Advisors, LLC
Strategic Blueprint, LLC
AdvisorNet Financial, Inc
Clarendon Private LLC
Allen Investment Management LLC
Jaffetilchin Investment Partners, LLC
Echo45 Advisors LLC
Whittier Trust Co
Western Wealth Management, LLC
Independent Wealth Network Inc.
Accretive Wealth Partners, LLC
Legacy Private Trust Co.
Signature Equity Partners, LLC
Maia Wealth LLC
Cabana Llc
Vise Technologies, Inc.
Steward Partners Investment Advisory, Llc
Cherry Tree Wealth Management, LLC
Inscription Capital, LLC
Northwest Capital Management Inc
Graney & King, LLC
Banco Santander, S.A.
Beacon Pointe Advisors, LLC
Well Done, LLC
HB Wealth Management, LLC
Eukles Asset Management
FourThought Financial Partners, LLC
Theory Financial Llc
Cassaday & Co Wealth Management LLC
Diversify Wealth Management, Llc
Wells Fargo & Company/mn
Chicago Partners Investment Group LLC
Centaurus Financial, Inc.
Perennial Investment Advisors, LLC
Collaborative Wealth Managment Inc.
Precision Wealth Strategies, LLC
Hunter Associates Investment Management Llc
Jackson Hole Capital Partners, LLC
JPL Wealth Management, LLC
Giverny Capital Inc.
Facet Wealth, Inc.
Sims Investment Management, Llc
Meitav Dash Investments Ltd
Diversified Enterprises, LLC
First Financial Corp /in/
Trust Co
Glass Jacobson Investment Advisors llc
Sofos Investments, Inc.
Verde Capital Management
Private Client Services, Llc
Aqr Capital Management Llc
Whelan Financial
Wbi Investments, Inc.
Aptus Capital Advisors, LLC
Whittier Trust Co Of Nevada Inc
Boreal Capital Management LLC
Prism Advisors, Inc.
Boothbay Fund Management, Llc
Marble Harbor Investment Counsel, LLC
Bauman Advisory Group, LLC
Paragon Advisors, LLC
Pensionmark Financial Group, Llc
Park Place Capital Corp
Crescent Grove Advisors, LLC
Apollon Wealth Management, LLC
Share Andrew L.
Sharkey, Howes & Javer
Barings Llc
Cornerstone Financial Group, LLC /NE/
Beacon Financial Advisory LLC
RFP Financial Group LLC
Coldstream Capital Management Inc
National Philanthropic Trust
PFG Advisors
Cvfg Llc
RiverFront Investment Group, LLC
SILVER OAK SECURITIES, Inc
Sunbelt Securities, Inc.
Armstrong Advisory Group, Inc
Cornerstone Advisory, LLC
Rede Wealth, LLC
Optima Capital Llc
Denver Wealth Management, Inc.
SJS Investment Consulting Inc.
Brandywine Oak Private Wealth Llc
Oakworth Capital, Inc.
Private Trust Co Na
Transcendent Capital Group LLC
Coastal Investment Advisors, Inc.
Investment Planning Advisors, Inc.
Cambridge Investment Research Advisors, Inc.
Hrt Financial Lp
Naviter Wealth, LLC
ETF Portfolio Partners, Inc.
Centennial Wealth Advisory LLC
Beacon Investment Advisory Services, Inc.
AssuredPartners Investment Advisors, LLC
Embree Financial Group
AAFCPAs Wealth Management, LLC
First Pacific Financial
MOR Wealth Management, LLC
Rossby Financial, LCC
Mml Investors Services, Llc
Entelevest, LLC
Rik Saylor Financial, Inc.
Mariner, LLC
Pacific Asset Management, LLC
Principal Securities, Inc.
Farther Finance Advisors, LLC
Avion Wealth
Anfield Capital Management, LLC
Fortis Group Advisors, LLC
Perfromance Wealth Partners, LLC
Secure Asset Management, LLC
USAdvisors Wealth Management, LLC
Goldenstone Wealth Management LLC
Signaturefd, Llc
Lowery Thomas, Llc
Pettyjohn, Wood & White, Inc
Wealth Enhancement Advisory Services, Llc
Noesis Capital Mangement Corp
Correct Capital Wealth Management
Sepio Capital, LP
Global Trust Wealth Management LLC
Global View Capital Management LLC
Strategic Financial Concepts, LLC
Alta Wealth Advisors LLC
Sanctuary Advisors, LLC
Private Advisor Group, LLC
Soltis Investment Advisors LLC
Taiyo Life Insurance Co
BNP Paribas Asset Management Holding S.A.
Cordoba Advisory Partners LLC
Safe Harbor Wealth Advisors, LLC
Barnes Wealth Management Group, Inc
E Fund Management Co., Ltd.
ODonnell Financial Services, LLC
AllGen Financial Advisors, Inc.
Balance Wealth, LLC
Fifth Third Bancorp
Armis Advisers, LLC
Goldstein Advisors, LLC
Greenwich Wealth Management LLC
Avise Financial Cooperative, Inc.
Lido Advisors, LLC
Mountain Hill Investment Partners Corp.
Cibc World Markets Corp
Aprio Wealth Management, LLC
Analyst IMS Investment Management Services Ltd.
Vestmark Advisory Solutions, Inc.
Slagle Financial, LLC
Advisor Resource Council
Financial Management Professionals, Inc.
Sanchez Wealth Management Group
Stewardship Advisors, LLC
Sage Mountain Advisors LLC
Integrated Advisors Network LLC
SMART Wealth LLC
International Assets Investment Management, Llc
BankPlus Wealth Management LLC
Indivisible Partners
Novem Group
Smartleaf Asset Management LLC
SBI Securities Co., Ltd.
Vermillion Wealth Management, Inc.
Winthrop Capital Management, LLC
Eagle Strategies LLC
Signature Estate & Investment Advisors Llc
BCS Wealth Management
Sand Hill Global Advisors, LLC
Seros Financial, LLC
Concord Wealth Partners
WNY Asset Management, LLC
Wealthcare Advisory Partners LLC
Dogwood Wealth Management LLC
Janus Henderson Group Plc
West Michigan Advisors, Llc
6th Street Advisors, LLC
Pacific Center for Financial Services
Asset Dedication, LLC
Motiv8 Investments LLC
Moisand Fitzgerald Tamayo, LLC
High Note Wealth, LLC
Snowden Capital Advisors LLC
Florida Financial Advisors, Llc
General Partner, Inc.
Per Stirling Capital Management, LLC.
Cedar Mountain Advisors, LLC
Matrix Asset Advisors Inc/ny
Fortress Financial Group, Llc
Ipsen Advisor Group LLC
Keating Financial Advisory Services, Inc.
Northstar Group, Inc.
Kennicott Capital Management Llc
Ensign Peak Advisors, Inc
Falcon Wealth Planning
Founders Capital Management
Van Hulzen Asset Management, LLC
HighTower Advisors, LLC
Wealthgarden F.s. Llc
RFG Advisory, LLC
Fisher Asset Management, LLC
Compass Financial Services Inc
Protective Life Corp
LGT Financial Advisors LLC
Tradewinds Capital Management, LLC
Strategies Wealth Advisors, LLC
Floyd Financial Group Llc
Ameritas Advisory Services, LLC
Legacy Solutions, Llc
Larson Financial Group LLC
Ridgeline Wealth Planning, LLC
CIBC World Markets Inc.
F/M Investments LLC
CIBC Private Wealth Group, LLC
Measured Wealth Private Client Group, LLC
U.S. Capital Wealth Advisors, LLC
Evolution Wealth Management Inc.
SageView Advisory Group, LLC
Fortitude Financial, LLC
Jump Financial, LLC
Congress Park Capital LLC
Warner Group LLC
Nikulski Financial, Inc.
Invesco Ltd.
Accent Capital Management, LLC
North Star Asset Management Inc
Kellett Schaffner Wealth Advisors LLC
Proathlete Wealth Management Llc
American Financial Advisors, LLC
Flow Traders U.s. Llc
Redmont Wealth Advisors Llc
Modus Advisors, LLC
Foguth Wealth Management, LLC.
Delos Wealth Advisors, LLC
Sagespring Wealth Partners, Llc
Total Clarity Wealth Management, Inc.
Wall Street Financial Group, Inc.
Diversify Advisory Services, LLC
Blue Edge Capital, LLC
Three Seasons Wealth, LLC
Kieckhefer Group Llc
BXM Wealth LLC
Wilkerson Advisory Group LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Wealth Enhancement Trust Services, Inc.
MidFirst Bank
BLVD Private Wealth, LLC
Dana Investment Advisors, Inc.
SOA Wealth Advisors, LLC.
Country Trust Bank
Pacitti Group Inc.
Breachway Investments LLC
Cottage Street Advisors LLC
Sigma Planning Corp
Paradigm Financial Partners, Llc
IMA Wealth, Inc.
Envestnet Asset Management Inc
McAdam, LLC
Napier Financial, LLC
Exit Wealth Advisors, LLC.
CAP Partners, LLC
Susquehanna International Group, Llp
Wealth Management Associates, Inc.
BKM Wealth Management, LLC
WealthPlan Investment Management, LLC
Align Financial, LLC
Comerica Bank
RMR Wealth Builders
Hegarty Advisors, LLC
Washington Trust Advisors, Inc.
Headlands Technologies LLC
Guidance Capital, Inc
Stonebridge Financial Group, LLC
Private Wealth Management Group, LLC
Paladin Wealth, LLC
Tempus Wealth Planning, LLC
Tsfg, Llc
Integrity Alliance, Llc.
Crews Bank & Trust
Acute Investment Advisory, Llc
Stillwater Wealth Management Group
Murphy & Mullick Capital Management Corp
Roundview Capital LLC
Galvin, Gaustad & Stein, LLC
Wealth Dimensions Group, Ltd.
Atlantic Union Bankshares Corp
Bucket List Wealth Management, LLC
Keybank National Association/oh
LJI Wealth Management, LLC
JGP Wealth Management, LLC
Osbon Capital Management Llc
Matters Capital Llc
JDM Financial Group LLC
Tucker Asset Management Llc
Jackson Square Capital, Llc
Resources Investment Advisors, LLC.
Ameriflex Group, Inc.
Change Path, LLC
PAX Financial Group, LLC
Clay Northam Wealth Management, LLC
Willis Johnson & Associates, Inc.
Wedbush Securities Inc
Clare Market Investments LLC
Clear Creek Financial Management, LLC
Cullen/frost Bankers, Inc.
Blue Line Capital, LLC / IL
Oppenheimer & Co Inc
Commonwealth Financial Services, LLC
Prota Financial, LLC
Connecticut Capital Management Group, LLC
Qube Research & Technologies Ltd
Founders Financial Securities Llc
Bank of New York Mellon Corp
MAI Capital Management
Simplicity Wealth,LLC
Pinnacle Associates Ltd
CIBC Bancorp USA Inc.
Focus Financial Network, Inc.
Redwood Financial Network Corp
Pacific Financial Group Inc
Rainier Family Wealth Inc
Highline Wealth Partners Llc
Gould Capital, LLC
BankPlus Trust Department
D'Orazio & Associates, Inc.
Parallel Advisors, LLC
Cooper Capital Advisors LLC
Pinnacle Financial Partners, Inc.
Douglass Winthrop Advisors, LLC
Financial Enhancement Group LLC
Braeburn Wealth Management LLC
United Advisor Group, LLC
Dunhill Financial, LLC
Obermeyer Wood Investment Counsel, Lllp
Hartland & Co., LLC
Russell Investments Group, Ltd.
Financial & Tax Architects, LLC
Aspire Growth Partners LLC
AlphaStar Capital Management, LLC
Balentine LLC
TD Waterhouse Canada Inc.
San Luis Wealth Advisors LLC
Fayez Sarofim & Co
Horizon Wealth Management, LLC
Retirement Planning Group, Llc / Ny
Foundations Investment Advisors, LLC
Onyx Bridge Wealth Group LLC
Kropog Financial Group, LLC
Truvestments Capital Llc
Fortune Financial Group, Inc.
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Capital Investment Advisory Services, LLC
AMG National Trust Bank
Allworth Financial LP
TIAA Wealth Investment Management LLC
Planned Solutions, Inc.
BlueChip Wealth Advisors LLC
Eldridge Investment Advisors, Inc.
Cidel Asset Management Inc
Frank, Rimerman Advisors LLC
GPS Wealth Strategies Group, LLC
Patriot Financial Group Insurance Agency, LLC
Royal Bank Of Canada
UBS Group AG
Fusion Family Wealth LLC
Bear Mountain Capital, Inc.
Freedom Financial Partners LLC
Bravias Capital Group, LLC
Highland Financial Advisors, LLC
Albion Financial Group /ut
Financial Perspectives, Inc
Prime Capital Investment Advisors, LLC
Ambassador Advisors, LLC
Principle Wealth Partners Llc
Regal Investment Advisors LLC
Sandy Cove Advisors, LLC
Retirement Planning Co of New England, Inc.
Sax Wealth Advisors, Llc
Plante Moran Financial Advisors, LLC
Mosaic Family Wealth Partners, Llc
NorthRock Partners, LLC
Avaii Wealth Management, Llc
Anchor Investment Management, LLC
PSI Advisors, LLC
Main Street Financial Solutions, LLC
Apriem Advisors
Savvy Advisors, Inc.
Ritter Daniher Financial Advisory LLC / DE
Next Capital Management LLC
Purus Wealth Management, LLC
Liberty Atlantic Advisors LLC
Reliant Investment Partners, LLC
Bright Financial Advisors, Inc.
Austin Wealth Management, LLC
Cornerstone Wealth Management, LLC
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
LexAurum Advisors, LLC
Signal Advisors Wealth, LLC
Spire Wealth Management
Chesapeake Asset Management Llc
Texas Yale Capital Corp.
Rothschild Investment Llc
Mueller Wealth, LLC
LeClair Wealth Partners LLC
DSG Capital Advisors, LLC
Whalen Wealth Management Inc.
GeoWealth Management, LLC
Lodestar Private Asset Management Llc
DUTCH ASSET Corp
LWM Advisory Services, LLC
Hill Island Financial Llc
Vienna Asset Management LLC
Pinney & Scofield, Inc.
Meridian Wealth Management, LLC
AlphaCore Capital LLC
First Heartland Consultants, Inc.
Base Wealth Management LLC
Prevail Innovative Wealth Advisors, Llc
Three Cord True Wealth Management, LLC
Tower Research Capital LLC (TRC)
Atlantic Trust, LLC
Advisory Services Network, LLC
Vanguard Advisers Inc
Mesirow Financial Investment Management, Inc.
Kayne Anderson Rudnick Investment Management Llc
Kingsview Wealth Management, LLC
Quantinno Capital Management LP
Flavin Financial Services, Inc.
GAMMA Investing LLC
Cary Street Partners Financial Llc
Janney Montgomery Scott LLC
Modera Wealth Management, LLC
Cetera Investment Advisers
First Community Trust Na
Segment Wealth Management, LLC
IPG Investment Advisors LLC
Fifth Third Wealth Advisors LLC
Krilogy Financial LLC
Trust Co Of Toledo Na /oh/
Sheets Smith Wealth Management
Dougherty & Associates, LLC
Principia Wealth Advisory, LLC
Richard W. Paul & Associates, LLC
Bank Of America Corp /de/
Avantax Planning Partners, Inc.
Equitable Holdings, Inc.
URS Advisory LLC
Longview Financial Advisors, Inc.
jvl associates llc
Gilpin Wealth Management, Llc
WJ Wealth Management, LLC
Peachtree Investment Partners, LLC
J Hagan Capital, Inc.
Golden State Equity Partners
JP Wealth Management, Inc.
AE Wealth Management LLC
Comprehensive Financial Planning, Inc./PA
Elevated Capital Advisors, LLC
Pine Valley Investments Ltd Liability Co
DAVENPORT & Co LLC
PlanVest Financial, Inc
Bellevue Asset Management, Llc
Total Investment Management Inc
Silverleafe Capital Partners, LLC
Kestra Private Wealth Services, Llc
Laird Norton Trust Company, Llc
Harwood Advisory Group, LLC
Wagner Wealth Management, Corp
Arkansas Financial Group, Inc.
Baird Financial Group, Inc.
Wescott Financial Advisory Group, LLC
Relyea Zuckerberg Hanson LLC
Brinker Capital Investments, LLC
Discipline Wealth Solutions, LLC
Hamrick Investment Counsel, llc
SCS Capital Management LLC
Joel Isaacson & Co., LLC
Bogart Wealth, LLC
Bokf, Na
ATX Financial Planning, LLC
Johnson Financial Group, Inc.
Proactive Wealth Strategies LLC
YHB Investment Advisors, Inc.
SMI Advisory Services, LLC
Scotia Capital Inc.
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Ameriprise Financial Inc
Durante & Waters, Llc
Keystone Financial Group
Iron Financial, LLC
Financial Futures Ltd Liability Co.
Investment Advisory Services Group LLC
Savant Capital, LLC
Main Management Fund Advisors LLC
Alliancebernstein L.p.
Betterment LLC
Gerber Kawasaki Wealth & Investment Management
Thoroughbred Financial Services, Llc
Mercer Global Advisors Inc /adv
Sightline Wealth Advisors, LLC
Cooper Financial Group
Kovack Advisors, Inc.
TCG Advisory Services, LLC
Walker Financial Services, Inc.
New Millennium Group LLC
EP Wealth Advisors, Inc.
Franklin Resources Inc
Moors & Cabot, Inc.
Signature Resources Capital Management, LLC
Resurgent Financial Advisors LLC
O'Connor Financial Group LLC
Rolek Wealth Management LLC
SOUTH STATE Corp
Dynamic Advisor Solutions LLC
Gerber, Llc
ROSS\JOHNSON & Associates LLC
Schroder Investment Management Group
Cerity Partners LLC
Sfm, Llc
Future Financial Wealth Managment LLC
Strategic Advocates LLC
Milestone Asset Management Group, LLC
Garton & Associates Financial Advisors LLC
Mill Creek Capital Advisors, LLC
Fiscal Wisdom Wealth Management, LLC
Owl Creek Wealth Partners LLC
Hazlett, Burt & Watson, Inc.
Camden Capital, LLC
AlTi Global, Inc.
Sound Income Strategies, LLC
WCG Wealth Advisors LLC
Beaird Harris Wealth Management, LLC
Rockbridge Investment Management, LCC
Valued Retirements, Inc.
CFS Investment Advisory Services, LLC
Turning Point Benefit Group, Inc.
Transamerica Financial Advisors, Inc.
Omnitrust Wealth Management, Inc
Droms Strauss Advisors Inc /mo/ /adv
Kraft, Davis & Associates, LLC
Renasant Bank
Two Sigma Securities, Llc
Milestones Private Investment Advisors LLC
Kilter Group LLC
Old National Bancorp /in/
Piscataqua Savings Bank
Evanson Asset Management, LLC
StoneX Group Inc.
Global Retirement Partners, LLC
A4 Wealth Advisors LLC
Johnson Investment Counsel Inc
Nadler Financial Group, Inc.
St Germain D J Co Inc
Ausdal Financial Partners, Inc.
Cardiff Park Advisors, Llc
Keystone Wealth Services, LLC
SHP Wealth Management
Bank Hapoalim Bm
HBW Advisory Services LLC
Toronto Dominion Bank
Pacific Point Advisors, LLC
Continuum Advisory, LLC
Blair William & Co/il
Fiduciary Group LLC
Evensky & Katz LLC
Higgins & Schmidt Wealth Strategies LLC
Pine Harbor Wealth Management, LLC
Worth Asset Management, LLC
Vantagepoint Investment Advisers Llc
Elm3 Financial Group, LLC
Bridgewealth Advisory Group, LLC
Moneta Group Investment Advisors Llc
Fiduciary Alliance LLC
West Wealth Group, LLC
Madrona Financial Services, LLC
Seacrest Wealth Management, Llc
Circle Wealth Management, LLC
Pathstone Holdings, LLC
First PREMIER Bank
Evergreen Wealth Solutions, LLC
Beck Capital Management, Llc
Atticus Wealth Management, Llc
Gradient Investments LLC
Wealth Management Nebraska
Red Reef Advisors Llc
Madison Wealth Partners, Inc
Mascagni Wealth Management, Inc.
Summit Financial, LLC
United Capital Financial Advisers, Llc
Main Management LLC
MBE Wealth Management, LLC
Merit Financial Group, LLC
Capital Developers, LLC
Peak Financial Advisors Llc
AA Financial Advisors, LLC
Ledgewood Wealth Advisors, LLC
DGS Capital Management, LLC
ACT Advisors, LLC.
Rosenberg Matthew Hamilton
Citadel Advisors Llc
CENTRAL TRUST Co
Lord & Richards Wealth Management, LLC
Raub Brock Capital Management LP
Plum Street Advisors, LLC
Sierra Capital LLC
Life Line Wealth Management Llc
Tempo Wealth, LLC
Asset One Wealth Management LLC
Atlas Private Wealth Advisors
Webster Bank, N. A.
Running Point Capital Advisors, LLC
JBR Co Financial Management Inc
Magnolia Capital Advisors Llc
Coquina Private Wealth LLC
Koshinski Asset Management, Inc.
Stratos Wealth Partners, LTD.
Crestwood Advisors Group LLC
Hamilton Capital Partners, Llc
AMJ Financial Wealth Management
Global Assets Advisory, LLC
Thayer Partners, LLC / MA
Smith Chas P & Associates Pa Cpas
Financial Partners Group, Inc
Arsenal Capital Advisors LLC
Wealth Group Ltd
Equity Wealth Partners, LLC
Strategent Financial, LLC
First Wilshire Securities Management Inc
Hantz Financial Services, Inc.
Toth Financial Advisory Corp
Zrc Wealth Management, Llc
HighPoint Advisor Group LLC
Second Line Capital, LLC
Winthrop Advisory Group LLC
BOK Financial Private Wealth, Inc.
Dedeker Financial LLC
New Wave Wealth Advisors Llc
Colonial Trust Co / SC
Twin Peaks Wealth Advisors, LLC
Ashton Thomas Securities, Llc
Townsquare Capital Llc
Purewater Capital LLC
Clark Asset Management, LLC
Whitaker-Myers Wealth Managers, LTD.
FineMark National Bank & Trust
Dakota Wealth Management
Presidio Capital Management, LLC
Umb Bank N A/mo
WASHINGTON TRUST Co
Flagship Private Wealth, LLC
Texas Capital Bank Wealth Management Services Inc
Opal Wealth Advisors, LLC
Redwood Family Wealth LLC
Westside Investment Management, Inc.
Werba Rubin Papier Wealth Management
Captrust Financial Advisors
Cape Investment Advisory, Inc.
Impact Partnership Wealth, LLC
Wealthfront Advisers Llc
Huntington National Bank
Founders Financial Alliance, LLC
Millstone Evans Group, LLC
National Mutual Insurance Federation of Agricultural Cooperatives
Syntegra Private Wealth Group, LLC
Norris Financial Group, LLC
Expressive Wealth LLC
Sunrise Financial Services, LLC
Halbert Hargrove Global Advisors, Llc
Arrowroot Family Office, LLC
Samalin Investment Counsel, LLC
Tide Cove Capital Partners LLC
Tradition Wealth Management, LLC
Prospera Financial Services Inc
Gill Capital Partners, Llc
Exchange Traded Concepts, Llc
Freestone Capital Holdings, LLC
TopTier Wealth Management, LLC
Cresset Asset Management, LLC
LRI Investments, LLC
Hobbs Group Advisors, LLC
Geneos Wealth Management Inc.
Sumitomo Mitsui Trust Holdings, Inc.
NorthCrest Asset Manangement, LLC
Procyon Private Wealth Partners, LLC
SWAN Capital LLC
Us Bancorp \de\
Pitti Group Wealth Management, LLC
Hollencrest Capital Management
Consilio Wealth Advisors, Llc
FF Advisors,LLC
Northbridge Financial Group, Llc
Commerce Bank
PFG Investments, LLC
Tactive Advisors, LLC
Spartan Wealth Advisory Services LLC
Rational Advisors Llc
MONECO Advisors, LLC
MCF Advisors LLC
True Link Financial Advisors, LLC
Blue Water Asset Management
BRYN MAWR TRUST Co
RDA Financial Network
Imprint Wealth LLC
Wiley Bros.-aintree Capital, Llc
Calton & Associates, Inc.
Quad-Cities Investment Group, LLC
Kirtland Hills Capital Management, Llc
Coston, McIsaac & Partners
RIA Advisory Group LLC
Pinnacle Bancorp, Inc.
Marshall Financial Group LLC
VestGen Advisors, LLC
Ridgewood Investments LLC
Iams Wealth Management, Llc
Reality Financial Planning Services, LLC
Crewe Advisors LLC
Parkside Financial Bank & Trust
Rakuten Securities, Inc.
LPL Financial LLC
Columbia Asset Management
Mirae Asset Global Investments Co., Ltd.
DiNuzzo Private Wealth, Inc.
Richardson Capital Management LLC
Salem Investment Counselors Inc
Meridian Financial, LLC
Entrewealth, Llc
Financial Synergies Wealth Advisors, Inc.
Nwam Llc
Hanseatic Management Services Inc
Vance Wealth, Inc.
Rehmann Capital Advisory Group
Norinchukin Bank, The
First Trust Advisors Lp
Advisors Capital Management, LLC
Sowell Financial Services LLC
Sequoia Financial Advisors, LLC
TD Capital Management LLC
We Are One Seven, LLC
Massmutual Trust Co Fsb/adv
Davis Capital Management
Wick Capital Partners, LLC
Merkkuri Wealth Advisors LLC
Integrated Wealth Concepts LLC
Cwm, Llc
Shoker Investment Counsel, Inc.
Avidian Wealth Solutions, LLC
Nova Wealth Management, Inc.
Birch Financial Group, Llc
Indiana Trust & Investment Management CO
Financial Consulate, Inc
Visionary Wealth Advisors
Destiny Capital Corp/CO
Raymond James Financial Inc
Stony Point Wealth Management Inc.
Financial Advisory Corp /ut/ /adv
Stephens Inc /ar/
Ares Financial Consulting, LLC
RMG Wealth Management LLC
Carlton Hofferkamp & Jenks Wealth Management, LLC
Stratos Wealth Advisors, LLC
Beaumont Financial Advisors, LLC
Intrua Financial, LLC
Front Row Advisors LLC
Tiaa-cref Individual & Institutional Services, Llc
IFG Advisors, LLC
MTM Investment Management, LLC
Agp Franklin, Llc
Jacobi Capital Management LLC
Guardian Wealth Advisors, Llc / Nc
Journey Strategic Wealth Llc
Citigroup Inc
Gallagher Fiduciary Advisors, LLC
Jones Financial Companies Lllp
Ashton Thomas Private Wealth, LLC
Ubs Asset Management Americas Inc
Arkadios Wealth Advisors
Compass Advisory Group LLC
Silicon Valley Capital Partners
RM Financial Services, LLC
Clark Wealth Partners
Cornerstone Planning Group LLC
Northwestern Mutual Wealth Management Co
Titleist Asset Management, Llc
PKS Advisory Services, LLC
Cypress Wealth Services, LLC
BIP Wealth, LLC
Oxler Private Wealth LLC
Fmr Llc
Vines Capital Management, LLC
Summit Wealth Group Llc / Co
Hughes Financial Services, LLC
Luken Investment Analytics, LLC
Trademark Financial Management, LLC
CWA Asset Management Group, LLC
Main Street Group, LTD
Carnegie Capital Asset Management, LLC
Opulen Financial Group LLC
Soundwatch Capital LLC
Fwl Investment Management, Llc
Arthur M. Cohen & Associates, Llc
Waterloo Capital, L.P.
Gwn Securities Inc.
Santori & Peters, Inc.
Fortress Private Ledger, Llc
Central Pacific Bank - Trust Division
Glen Eagle Advisors, LLC
Mills Wealth Advisors LLC
Vanguard Group Inc
DecisionPoint Financial, LLC
COFG Advisors, LLC
BluePath Capital Management, LLC
TBH Global Asset Management, LLC
Heritage Wealth Architects, Inc.
Strong Tower Advisory Services
Navis Wealth Advisors, LLC
Third View Private Wealth, LLC
Clal Insurance Enterprises Holdings Ltd
Vision Retirement, LLC
TrueWealth Advisors, LLC
Great Lakes Retirement, Inc.
Nissay Asset Management Corp /japan/ /adv
Legacy Wealth Managment, LLC/ID
Mpwm Advisory Solutions, Llc
Tudor Financial Inc.
Triumph Capital Management
Woodard & Co Asset Management Group Inc /adv
American Institute for Advanced Investment Management, LLP
Tidemark, LLC
Pinnacle Wealth Planning Services, Inc.
Bank Of Montreal /can/
MGB Wealth Management, LLC
Gladstone Institutional Advisory LLC
Maripau Wealth Management Llc
Capital Advisors, Ltd. LLC
Monetary Solutions, Ltd
Newbridge Financial Services Group, Inc.
Rooted Wealth Advisors, Inc.
E Fund Management (Hong Kong) Co., Ltd.
Cascades Capital Asset Management, LLC
JT Stratford LLC
AGH Wealth Advisors, LLC
Safeguard Investment Advisory Group, LLC
Maridea Wealth Management LLC
Capital Investment Advisors, LLC
EdgeRock Capital LLC
Rockingstone Advisors LLC
Fort Sheridan Advisors Llc
Gateway Wealth Partners, LLC
FSM Wealth Advisors, LLC
Bartlett & Co. Wealth Management Llc
Brown Advisory Inc
Payden & Rygel
Sumitomo Mitsui DS Asset Management Company, Ltd
Skopos Labs, Inc.
Integrated Capital Management, LLC
GenTrust, LLC
Prosperitas Financial LLC
Bensler, LLC
Triton Wealth Management, PLLC
Capstone Triton Financial Group, LLC
First Command Advisory Services, Inc.
ORG Partners LLC
Medallion Wealth Advisors, LLC
Wolff Wiese Magana Llc
Asset Allocation Strategies LLC
Abound Wealth Management
Oakwell Private Wealth Management, LLC
Natixis Advisors, L.p.
Mission Wealth Management, Lp
Box Hill Private Wealth LLC
Lansing Street Advisors
SRS Capital Advisors, Inc.
Adamsbrown Wealth Consultants Llc
Global Wealth Strategies & Associates
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