MX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF - Net Long/Short Value

iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
MX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF - Net Long/Short Value
此頁面顯示了每個機構通過13F或NPORT提交的持股報告中,其投資組合的凈長倉/短倉估值。我們計算凈長倉/短倉價值的方式是將股權價值和認購期權價值相加,再減去認沽期權價值。如果機構披露了借股的淡倉價值,則股權價值將以負數列示。净長倉在凈長倉/短倉列中将以正数列示,而净短倉在该列中則以負數列示。
持有者 權益價值
(千美元)
認購期權價值
(千美元)
認沽期權價值
(千美元)
淨長倉/短倉
(千美元)
Guidance Capital, Inc
Financial Sense Advisors, Inc.
Guardian Wealth Advisors, Llc / Nc
Inspire Advisors, LLC
Clearview Wealth Advisors LLC
Diversify Wealth Management, Llc
HORAN Wealth, LLC
AlphaCore Capital LLC
Kingsman Wealth Management, Inc.
TD Capital Management LLC
M&t Bank Corp
WCG Wealth Advisors LLC
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
LongView Wealth Management
Mayflower Financial Advisors, LLC
CI Private Wealth, LLC
Citizens Financial Group Inc/ri
Roehl & Yi Investment Advisors, LLC
Clarity Financial LLC
Kestra Advisory Services, LLC
Hyposwiss Advisors SA
Icapital Wealth Llc
Safeguard Investment Advisory Group, LLC
Westfuller Advisors, LLC
Securian Asset Management, Inc
Round Rock Advisors, LLC
Plus Group Wealth Advisors LLC
Jfs Wealth Advisors, Llc
Freestone Capital Holdings, LLC
IMG Wealth Management, Inc.
ETF Store, Inc.
Guerra Pan Advisors, Llc
Frederick Financial Consultants, LLC
Patten & Patten Inc/tn
McNaughton Wealth Management, LLC
One Wealth Capital Management, Llc
Titiun Yejiel
Beacon Capital Management, LLC
Bernardo Wealth Planning LLC
NorthCrest Asset Manangement, LLC
HighPoint Advisor Group LLC
Blueline Advisors Llc
Aspiriant, Llc
Greenwich Wealth Management LLC
Pinnacle Associates Ltd
Rik Saylor Financial, Inc.
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Harbor Capital Advisors, Inc.
Opulen Financial Group LLC
Warren Averett Asset Management, LLC
Traphagen Investment Advisors Llc
New Hampshire Trust
Fwl Investment Management, Llc
First National Trust Co
Midwest Financial Group LLC
First Heartland Consultants, Inc.
Almanack Investment Partners, LLC.
Choate Investment Advisors
Walsh & Associates, LLC
U.S. Capital Wealth Advisors, LLC
CAP Partners, LLC
Sagespring Wealth Partners, Llc
Morgan Stanley
Potentia Wealth
Petix & Botte Co
RHS Financial, LLC
Maripau Wealth Management Llc
Berman McAleer LLC
Goldstone Financial Group, LLC
Kestra Private Wealth Services, Llc
Sittner & Nelson, Llc
Jeter Robert S II
Strategic Financial Concepts, LLC
Perissos Private Wealth Management, LLC
Illumine Investment Management, LLC
Sentinus, LLC
Retiremitten Financial Llc
Yukon Wealth Management, Inc.
Ameriprise Financial Inc
NFP Retirement, Inc.
Birchwood Financial Partners, Inc.
Karras Company, Inc.
Mcdonald Partners Llc
Geneos Wealth Management Inc.
Latitude Advisors, LLC
Avenue 1 Advisors, LLC
Trust Co Of Toledo Na /oh/
Syntax Research, Inc.
Ashton Thomas Private Wealth, LLC
Running Point Capital Advisors, LLC
Modus Advisors, LLC
Cornerstone Planning, LLC
Founders Financial Securities Llc
Badgley Phelps Wealth Managers, LLC
Kozak & Associates, Inc.
Insight Wealth Strategies, LLC
IHT Wealth Management, LLC
Hobart Private Capital, LLC
Lodestar Private Asset Management Llc
Shufro Rose & Co Llc
Ashton Thomas Securities, Llc
Farther Finance Advisors, LLC
Shepherd Financial Partners LLC
AE Wealth Management LLC
Commerce Bank
Ridgecrest Wealth Partners, Llc
Abound Wealth Management
Clearview Wealth Management LLC
Nautilus Advisors LLC
VSM Wealth Advisory, LLC
Vise Technologies, Inc.
Sheridan Capital Management, LLC
PMG Wealth Management, Inc.
Simplicity Wealth,LLC
Jim Saulnier & Associates, Llc
Sei Investments Co
Mirae Asset Global Investments Co., Ltd.
Hancock Whitney Corp
PFG Investments, LLC
Provident Wealth Management, LLC
Harbour Capital Advisors, LLC
Welch Group, LLC
Meridian Investment Counsel Inc.
Continuum Advisory, LLC
Arkfeld Wealth Strategies, L.L.C.
Aqr Capital Management Llc
Cwm, Llc
Keystone Financial Group
Ameriflex Group, Inc.
Kwmg, Llc
Cherry Tree Wealth Management, LLC
Fiduciary Alliance LLC
RWM Asset Management, LLC
Radnor Capital Management, LLC
Vermillion & White Wealth Management Group, LLC
Steigerwald, Gordon & Koch Inc.
Gateway Wealth Partners, LLC
Yeomans Consulting Group, Inc.
Truvestments Capital Llc
National Bank Of Canada /fi/
LRI Investments, LLC
Country Trust Bank
Providence Capital Advisors, LLC
Capital Financial Group Inc\co\ /adv
Asset Dedication, LLC
Capital Investment Advisors, LLC
Townsend Asset Management Corp /nc/ /adv
Hilltop Partners LLC
Baird Financial Group, Inc.
Aviso Financial Inc.
Silver Grove Financial Group, Inc.
Fiduciary Trust Co
Boston Trust Walden Corp
Delap Wealth Advisory, Llc
Rossby Financial, LCC
Phillips Wealth Planners LLC
Crew Capital Management, Ltd.
Stephens Consulting, LLC
Avion Wealth
Washington Trust Advisors, Inc.
WT Wealth Management
Hallmark Capital Management Inc
Waddell & Associates, Llc
Envestnet Portfolio Solutions, Inc.
Stratos Wealth Partners, LTD.
Ariadne Wealth Management, LP
Citadel Advisors Llc
American Capital Advisory, LLC
Wealthcare Advisory Partners LLC
Cyndeo Wealth Partners, LLC
Calton & Associates, Inc.
Mascoma Wealth Management LLC
GGM Financials LLC
Investors Research Corp
Houlihan Financial Resource Group, Ltd.
Bcm Advisors, Llc
Detalus Advisors, LLC
Bfsg, Llc
Signaturefd, Llc
Pettyjohn, Wood & White, Inc
N.E.W. Advisory Services LLC
Belpointe Asset Management LLC
Ade, Llc
Kerntke Otto McGlone Wealth Management Group
Financial Consulate, Inc
Harbor Investment Advisory, Llc
Sanibel Captiva Trust Company, Inc.
UBS Group AG
Brown Brothers Harriman & Co
Chancellor Financial Group WB LP
Ptm Wealth Management, Llc
Milestones Private Investment Advisors LLC
High Probability Advisors, LLC
Harwood Advisory Group, LLC
Strategy Asset Managers Llc
Millstone Evans Group, LLC
Prosperity Consulting Group, LLC
Fountainhead AM, LLC
MA Private Wealth
Eastern Bank
Penserra Capital Management LLC
Cypress Wealth Services, LLC
Hrt Financial Lp
D.a. Davidson & Co.
Schrum Private Wealth Management LLC
Mechanics Bank Trust Department
Dravo Bay Llc
Family Capital Trust Co
Portfolio Resources Advisor Group, Inc.
Insigneo Advisory Services, Llc
PCA Investment Advisory Services Inc.
Sherman Wealth Management LLC
Trust Co Of Vermont
Winthrop Advisory Group LLC
Vertex Planning Partners, LLC
Secure Asset Management, LLC
Stewardship Advisors, LLC
46 Peaks LLC
Torrey-Payne Wealth Management, LLC
Cordatus Wealth Management LLC
Rakuten Investment Management, Inc.
Enzi Wealth
Capital Advantage, Inc.
Cassaday & Co Wealth Management LLC
BancorpSouth Bank
Scotia Capital Inc.
Colonial Trust Co / SC
Old North State Trust, LLC
Rosenberg Matthew Hamilton
Anderson Hoagland & Co
Heck Capital Advisors, LLC
FRG Family Wealth Advisors LLC
Minot DeBlois Advisors LLC
Tidemark, LLC
Lcnb Corp
Atlas Private Wealth Advisors
Thompson Investment Management, Inc.
Smartleaf Asset Management LLC
Arkansas Financial Group, Inc.
Crabel Capital Management, LLC
Sterling Group Wealth Management, LLC
UMA Financial Services, Inc.
Opes Wealth Management LLC
Crestwood Advisors Group LLC
Arrowroot Family Office, LLC
Fidelis Capital Partners, LLC
Td Asset Management Inc
Lincoln Capital LLC
ONE Advisory Partners, LLC
Transcend Wealth Collective, Llc
Wealth Enhancement Advisory Services, Llc
Mma Asset Management Llc
CGC Financial Services, LLC
Baltimore-Washington Financial Advisors, Inc.
Financial Management Network Inc
Cambridge Investment Research Advisors, Inc.
Cahill Financial Advisors Inc
CVA Family Office, LLC
Klingman & Associates, LLC
Cornell Pochily Investment Advisors, Inc.
Center for Financial Planning, Inc.
Chilton Investment Co Llc
Concord Asset Management, LLC/VA
Summit Trail Advisors, Llc
Curtis Advisory Group, LLC
Forte Asset Management Llc
MAI Capital Management
Retirement Wealth Solutions LLC
Capital Planning LLC
Ledyard National Bank
Nbc Securities, Inc.
Alpha Financial Partners, LLC
Signal Advisors Wealth, LLC
Money Concepts Capital Corp
Prestige Wealth Management Group LLC
Union Savings Bank
Nemes Rush Group LLC
Alta Wealth Advisors LLC
Wsfs Capital Management, Llc
Garde Capital, Inc.
WFA of San Diego, LLC
Mutual Advisors, LLC
Marble Wealth, LLC
TopTier Wealth Management, LLC
Frankly Finances, LLC
Community Trust & Investment Co
Tacita Capital Inc
DecisionMap Wealth Management, LLC
McAdam, LLC
Lester Murray Antman dba SimplyRich
Ritter Daniher Financial Advisory LLC / DE
Kelly Financial Group Llc
Neuberger Berman Group LLC
Greater Midwest Financial Group, LLC
Sanctuary Advisors, LLC
Marshall & Sterling Wealth Advisors Inc.
Intrust Bank Na
Independent Financial Group, Llc
Clearwater Capital Advisors, LLC
Lexington Hill Partners, LLC
Fortune Financial Advisors, LLC
Calamos Advisors LLC
Ausdal Financial Partners, Inc.
Equitable Holdings, Inc.
Stephen J. Garry & Associates, Llc
Atomi Financial Group, Inc.
Warner Financial, Inc
Guidance Point Advisors, LLC
Jane Street Group, Llc
Birchbrook, Inc.
Intentional Wealth Strategies, LLC
Tranquility Partners, LLC
Apex Wealth Management, LLC
J.E. Simmons & Co., P.C.
Lido Advisors, LLC
Perryman Financial Advisory Inc /ad
GPS Wealth Strategies Group, LLC
Comerica Bank
Tranquilli Financial Advisor LLC
Absolute Capital Management, LLC
StoneX Group Inc.
Integrated Capital Management, LLC
EP Wealth Advisors, Inc.
GDS Wealth Management
Daymark Wealth Partners, Llc
Great Valley Advisor Group, Inc.
Planning Project LLC
Keystone Financial Group, Inc.
Headinvest, Llc
Clear Wave Wealth Management Llc
NorthRock Partners, LLC
Krilogy Financial LLC
CNB Bank
Creative Financial Designs Inc /adv
Oxinas Partners Wealth Management LLC
Vista Investment Partners Ii, Llc
Milestone Asset Management Group, LLC
Decker Retirement Planning Inc.
Westwood Holdings Group Inc
Papp L Roy & Associates
First Citizens Financial Corp
Adaptive Financial Consulting, LLC
New Millennium Group LLC
Vision Retirement, LLC
Old National Bancorp /in/
Team Financial Group, LLC
Southern Capital Advisors, Llc
Fluent Financial, LLC
Accredited Investor Services, Llc
Stone House Investment Management, LLC
Salem Investment Counselors Inc
United Bank
Strategic Blueprint, LLC
Catalytic Wealth RIA, LLC
Patriot Financial Group Insurance Agency, LLC
Level Four Advisory Services, Llc
Bnp Paribas Arbitrage, Sa
Betterment LLC
Tudor Investment Corp Et Al
Brookwood Investment Group LLC
GFG Capital, LLC
West Michigan Advisors, Llc
American National Bank
Kayne Anderson Rudnick Investment Management Llc
Pinnacle Bancorp, Inc.
Wagner Wealth Management, Llc
Dorsey & Whitney Trust CO LLC
Jump Financial, LLC
Harbour Investments, Inc.
Legacy Advisory Services, LLC
First Bank & Trust
Elevation Capital Advisory, LLC
Cardiff Park Advisors, Llc
Kelly Financial Services LLC
Security National Bank
TIAA Wealth Investment Management LLC
Envestnet Asset Management Inc
Twelve Points Wealth Management LLC
First Citizens Asset Management, Inc.
Per Stirling Capital Management, LLC.
HHM Wealth Advisors, LLC
Patriot Investment Management Inc.
17 Capital Partners, Llc
Atlas Brown,Inc.
Murphy & Mullick Capital Management Corp
Holistic Planning, LLC
COFG Advisors, LLC
Canandaigua National Corp
Chris Bulman Inc
HMV Wealth Advisors, LLC
Ancora Advisors, LLC
BostonPremier Wealth LLC
Sensible Money, LLC
Archer Investment Corp
Forum Private Client Group LLC
WESCAP Management Group, Inc.
Purpose Unlimited Inc.
Manning & Napier Advisors Llc
Black Diamond Financial, LLC
Mercer Global Advisors Inc /adv
Arkadios Wealth Advisors
Fisher Asset Management, LLC
Signature Estate & Investment Advisors Llc
Duncker Streett & Co Inc
4J Wealth Management LLC
WESPAC Advisors SoCal, LLC
Blue Bell Private Wealth Management, Llc
Garrett Wealth Advisory Group, LLC
We Are One Seven, LLC
Beacon Advisors Holdings, Llc
Littlejohn Financial Services, Inc.
KM Capital Management Ltd.
Fermata Advisors, LLC
Silvercrest Asset Management Group Llc
Beaumont Financial Advisors, LLC
Galvin, Gaustad & Stein, LLC
Icon Wealth Advisors, LLC
Sarver Vrooman Wealth Advisors
Level Wealth Management LLC
Summit Wealth Group Llc / Co
Capital Investment Advisory Services, LLC
Cary Street Partners Financial Llc
Columbus Macro, LLC
Selby Wealth Management, LLC
Investment Advisory Group, LLC
LifeSteps Financial, Inc.
Maia Wealth LLC
Northwest Financial Advisors
Inscription Capital, LLC
Wealth Enhancement Trust Services, Inc.
Forthright Family Wealth Advisory LLC
Milestone Asset Management, Llc
Crewe Advisors LLC
Gibson Capital, LLC
AdvisorNet Financial, Inc
YANKCOM Partnership
Parallel Advisors, LLC
TD Waterhouse Canada Inc.
Lockheed Martin Investment Management Co
Reality Financial Planning Services, LLC
Syverson Strege & Co
Raymond James Financial Inc
Joseph Group Capital Management
Caitlin John, LLC
Assetmark, Inc
Whittier Trust Co
Virtus ETF Advisers LLC
DT Investment Partners, LLC
Rehmann Capital Advisory Group
Ellis Investment Partners, LLC
Longview Financial Advisors, Inc.
Colonial Trust Advisors
Elevated Capital Advisors, LLC
Indiana Trust & Investment Management CO
Curio Wealth, Llc
Harborfront Financial Group LLC
Glen Eagle Advisors, LLC
Evercore Wealth Management, LLC
Squarepoint Ops LLC
Altus Wealth Group LLC
Maryland Capital Advisors Inc.
Moment Partners, LLC
Carl P. Sherr & Co., LLC
M3 Advisory Group, LLC
Spire Wealth Management
180 Wealth Advisors, Llc
Pnc Financial Services Group, Inc.
OMNI 360 Wealth, Inc.
Brown, Lisle/cummings, Inc.
Mcmorgan & Co Llc
Fifth Third Securities, Inc.
Anchor Investment Management, LLC
Higgins & Schmidt Wealth Strategies LLC
High Falls Advisors, Inc
Actinver Wealth Management, Inc.
Resources Investment Advisors, LLC.
Pittenger & Anderson Inc
Pacific Point Advisors, LLC
Avidian Wealth Solutions, LLC
Maridea Wealth Management LLC
Haverford Trust Co
Keating Financial Advisory Services, Inc.
C2C Wealth Management, LLC
1st Source Bank
Bellwether Advisors, LLC
Peapack Gladstone Financial Corp
Shelton Capital Management
Arcus Capital Partners, LLC
Bank of New York Mellon Corp
Aries Wealth Management
Jones Financial Companies Lllp
Financial Perspectives, Inc
NWF Advisory Services Inc.
JNBA Financial Advisors
Legacy Trust
Caldwell Trust Co
Snider Financial Group
XTX Topco Ltd
Sovereign Investment Advisors, LLC
Exchange Bank
Blake Schutter Theil Wealth Advisors, LLC
AIMZ Investment Advisors, LLC
Trueblood Wealth Management, LLC
Webster Bank, N. A.
Saxon Interests, Inc.
Farmers & Merchants Investments Inc
Connecticut Capital Management Group, LLC
Estate Counselors, LLC
Creative Planning
Braeburn Wealth Management LLC
New England Asset Management Inc
Shore Point Advisors, LLC
Trustmark National Bank Trust Department
Hm Payson & Co
Destination Wealth Management
Sfmg, Llc
High Net Worth Advisory Group LLC
Rockefeller Capital Management L.P.
Walled Lake Planning & Wealth Management, Llc
White Pine Investment CO
Fifth Third Bancorp
Aventus Investment Advisors, Inc.
Cornerstone Wealth Management, LLC
Argent Trust Co
AG Campbell Advisory, LLC
Kcm Investment Advisors Llc
Gill Capital Partners, Llc
Barrett & Company, Inc.
Trilogy Capital Inc.
B&l Asset Management Llc
Merkkuri Wealth Advisors LLC
Tempo Wealth, LLC
Natixis Advisors, L.p.
Guardian Asset Advisors, LLC
Cowa, Llc
STAR Financial Bank
Richmond Investment Services, LLC
CENTRAL TRUST Co
Leonard Rickey Investment Advisors P.L.L.C.
MorganRosel Wealth Management, LLC
Kingsview Wealth Management, LLC
Wealth Management Resources, Inc.
Capital Advisors, Ltd. LLC
Hobbs Group Advisors, LLC
SILVER OAK SECURITIES, Inc
Centaurus Financial, Inc.
Ascent Group, LLC
Evolve Private Wealth, Llc
New Republic Capital, LLC
Legacy Private Trust Co.
Strait & Sound Wealth Management LLC
Defined Wealth Management, Llc
Ridgeline Wealth, LLC
Seeds Investor Llc
Wealth Management Partners, LLC
Associated Banc-corp
Advisory Alpha, LLC
Marshall Wace, Llp
Marino, Stram & Associates Llc
Missouri Trust & Investment Co
Mission Wealth Management, Lp
Signature Securities Group Corporation
Hilltop Holdings Inc.
O'Brien Wealth Partners LLC
Hibernia Wealth Partners, LLC
Charter Oak Capital Management, LLC
Tennessee Valley Asset Management Partners
Bouchey Financial Group Ltd
Cornerstone Planning Group LLC
Courier Capital Llc
Mather Group, Llc.
Magnolia Capital Advisors Llc
Baron Silver Stevens Financial Advisors, Llc
Select Asset Management & Trust
Client 1st Advisory Group, Llc
Snowden Capital Advisors LLC
Greenleaf Trust
Vista Capital Partners, Inc.
Mill Creek Capital Advisors, LLC
Green Square Capital Advisors Llc
Integrity Financial Corp /WA
Summit Wealth Partners, LLC
Mann Financial Group, Inc.
Cynosure Management, Llc
Corsicana & Co.
Ccg Wealth Management, Llc
Strategic Advisory Partners, Llc
Strategic Investment Advisors / MI
Carson Advisory Inc.
Retireful, LLC
Syntegra Private Wealth Group, LLC
SYM FINANCIAL Corp
Darrow Company, Inc.
J. Goldman & Co LP
Invested Advisors
Hantz Financial Services, Inc.
Dakota Wealth Management
Sowell Financial Services LLC
Mattern Wealth Management LLC
Valley Forge Investment Consultants Inc Adv
Parsons Capital Management Inc/ri
Blue Rock Wealth Management LLC
Bay Rivers Group
BKD Wealth Advisors, LLC
Chapman Financial Group, Llc
Private Trust Co Na
OneAscent Wealth Management LLC
Advyzon Investment Management, LLC
Fiduciary Group LLC
Aspire Growth Partners LLC
TFR Capital, LLC.
Acorn Wealth Advisors, LLC
Pinnacle Financial Partners, Inc.
Simplex Trading, Llc
First Financial Bank - Trust Division
Verus Capital Partners, Llc
Wedmont Private Capital
Symphony Financial Services, Inc.
Alpine Bank Wealth Management
Motco
Symmetry Partners, LLC
Cozad Asset Management Inc
Brandywine Oak Private Wealth Llc
NewEdge Wealth, LLC
Strategic Wealth Advisors LLC
Bryant Woods Investment Advisors, LLC
Aventura Private Wealth, LLC
Wealthspire Advisors, LLC
BOK Financial Private Wealth, Inc.
Horizon Investments, LLC
Alpha Capital Advisors Inc /adv
GenTrust, LLC
Red Reef Advisors Llc
Win Advisors, Inc
Two Sigma Investments, Lp
Founders Financial Alliance, LLC
Integrity Alliance, Llc.
Arlington Trust Co LLC
JPL Wealth Management, LLC
PFG Private Wealth Management, LLC
Avalon Trust Co
LPL Financial LLC
Carr Financial Group Corp
MKT Advisors LLC
Signature Equity Partners, LLC
Morey & Quinn Wealth Partners, LLC
Agate Pass Investment Management, LLC
Napier Financial, LLC
Howe & Rusling Inc
Global Wealth Strategies & Associates
Quotient Wealth Partners, LLC
Coldstream Capital Management Inc
Advisory Services Network, LLC
BlackRock, Inc.
Shayne & Co., Llc
Change Path, LLC
First Citizens Bank & Trust Co
Bokf, Na
Gladstone Institutional Advisory LLC
K2 Financial Inc.
Apella Capital, LLC
TCI Wealth Advisors, Inc.
MONECO Advisors, LLC
Brinker Capital Investments, LLC
City Holding Co
Jacobi Capital Management LLC
Peddock Capital Advisors, Llc
Financial Advisory Service, Inc.
Salomon & Ludwin, LLC
Elevate Wealth Advisory, Inc
Capital Analysts, Inc.
Foster Victor Wealth Advisors, LLC
CFS Investment Advisory Services, LLC
Scott & Selber, Inc.
Eq Llc
Ieq Capital, Llc
Sage Financial Group Inc
McElhenny Sheffield Capital Management, LLC
GEM Asset Management, LLC
Joel Adams & Associates, Inc.
Graves-Light Private Wealth Management, Inc.
GAMMA Investing LLC
Nottingham Advisors, Inc.
Oak Barrel Wealth Advisory LLC
SRS Capital Advisors, Inc.
United Capital Financial Advisers, Llc
Quantinno Capital Management LP
ESL Trust Services, LLC
Aprio Wealth Management, LLC
Strategic Point Investment Advisors, LLC
Western Wealth Management, LLC
Wilkerson Advisory Group LLC
Kirtland Hills Capital Management, Llc
Focus Financial Network, Inc.
Key Capital Management, INC
Key FInancial Inc
Avaii Wealth Management, Llc
First Trust Advisors Lp
Rowland & Co Investment Counsel/adv
EPG Wealth Management LLC
Tradition Wealth Management, LLC
Massmutual Trust Co Fsb/adv
TSA Wealth Managment LLC
VERITY Wealth Advisors
Ameritas Advisory Services, LLC
Becker Capital Management Inc
Journey Advisory Group, LLC
Mandatum Life Insurance Co Ltd
Well Done, LLC
Sage Capital Advisors,llc
Monograph Wealth Advisors, Llc
Five Pine Wealth Management
Thurston, Springer, Miller, Herd & Titak, Inc.
Gilpin Wealth Management, Llc
Quent Capital, LLC
Golden State Wealth Management, LLC
LS Investment Advisors, LLC
Larson Financial Group LLC
Smart Portfolios, LLC
MTM Investment Management, LLC
Delta Wealth Advisors LLC
Principal Securities, Inc.
Edmond De Rothschild Holding S.a.
Fca Corp /tx
Visionary Wealth Advisors
Cassilly Financial Group LLC
Santori & Peters, Inc.
Stock Yards Bank & Trust Co
Quadrant Private Wealth Management, LLC
Plante Moran Financial Advisors, LLC
CAPROCK Group, Inc.
Wealth Alliance
Baring Financial LLC
Integrated Advisors Network LLC
Captrust Financial Advisors
Moors & Cabot, Inc.
Blue Zone Wealth Advisors, LLC
CrossGen Wealth, LLC
Kaydan Wealth Management, Inc.
Avant Capital LLC
Cardinal Strategic Wealth Guidance
Strive Financial Group ,LLC
Carrera Capital Advisors
Us Bancorp \de\
Beacon Pointe Advisors, LLC
Gts Securities Llc
Heritage Wealth Advisors
Private Advisor Group, LLC
Camden National Bank
Northern Trust Corp
Mosley Wealth Management
Atria Investments Llc
Mullooly Asset Management, Inc.
CIBC World Markets Inc.
Crews Bank & Trust
Revisor Wealth Management LLC
NCM Capital Management, LLC
Nomura Asset Management Co Ltd
Claro Advisors LLC
Fragasso Group Inc.
Meridian Wealth Advisors, LLC
Advisors Capital Management, LLC
Empowered Funds, LLC
Angeles Wealth Management, Llc
Center For Asset Management LLC
Integrity Wealth Partners, LLC
Flagship Harbor Advisors, Llc
W Advisors, Llc
Security Financial Services, INC.
Pallas Capital Advisors LLC
Rsm Us Wealth Management Llc
Capital Advisor Network LLC
Triumph Capital Management
BCGM Wealth Management, LLC
Balboa Wealth Partners
Front Row Advisors LLC
Everpar Advisors Llc
McCartney Wealth Management LLC
Susquehanna International Group, Llp
MSH Capital Advisors LLC
CFO4Life Group, LLC
Clear Investment Research, Llc
Winthrop Capital Management, LLC
Institute for Wealth Management, LLC.
Banco Santander, S.A.
Sequoia Financial Advisors, LLC
Aptus Capital Advisors, LLC
Wealth Advisors of Iowa, LLC
Twin Peaks Wealth Advisors, LLC
Coston, McIsaac & Partners
Midwest Trust Co
Wealthfront Advisers Llc
Summit Global Investments
Bell Investment Advisors, Inc
Prasad Wealth Partners, LLC
Turtle Creek Wealth Advisors, LLC
Independent Advisor Alliance
Sovereign Financial Group, Inc.
Delta Asset Management Llc/tn
Allworth Financial LP
Oversea-Chinese Banking CORP Ltd
Yarger Wealth Strategies, Llc
Bartlett & Co. Wealth Management Llc
Investment Partners, Ltd.
Acima Private Wealth, Llc
Kastel Capital Advisors, LLC
Silverlake Wealth Management Llc
Summit Investment Advisory Services, LLC
River's Edge Wealth Management, Llc
Cetera Investment Advisers
Apollon Wealth Management, LLC
Ketron Financial
Gerber Kawasaki Wealth & Investment Management
Cidel Asset Management Inc
Hershey Financial Advisers, LLC
Reyes Financial Architecture, Inc.
Barclays Plc
Sax Wealth Advisors, Llc
BXM Wealth LLC
Harbor Group, Inc.
Addison Capital Co
Perennial Investment Advisors, LLC
Concurrent Investment Advisors, LLC
M Holdings Securities, Inc.
Nova R Wealth, Inc.
Smart Money Group LLC
StrongBox Wealth, LLC
Financial Life Planners
IFP Advisors, Inc
Ewa, Llc
Clg Llc
Optimist Retirement Group LLC
Rockwood Wealth Management, LLC
Gwn Securities Inc.
Vision Capital Management, Inc.
Sigma Planning Corp
Bridgewater Advisors Inc.
Mariner, LLC
Northwestern Mutual Wealth Management Co
Armstrong Advisory Group, Inc
Creekside Partners
Allred Capital Management, LLC
Valmark Advisers, Inc.
TBH Global Asset Management, LLC
Buckingham Strategic Partners
MBE Wealth Management, LLC
Janney Montgomery Scott LLC
Nova Wealth Management, Inc.
EdgeRock Capital LLC
Beese Fulmer Investment Management, Inc.
Ibex Wealth Advisors
Wealthbridge Capital Management, Llc
Nwam Llc
Stonebridge Financial Planning Group, LLC
Capital Asset Advisory Services LLC
Advisory Advocates, LLC
Sequent Asset Management, LLC
Dunhill Financial, LLC
Archer Investment Management, LLC
Skyline Advisors, Inc.
Bayban
Calamos Wealth Management LLC
Newton One Investments LLC
Retirement Planning Group
Kovitz Investment Group Partners, LLC
St Germain D J Co Inc
Bogart Wealth, LLC
Aspect Partners, LLC
Seacrest Wealth Management, Llc
Ballew Advisors, Inc
Glenview Trust Co
Bowman & Co S.C.
JGP Wealth Management, LLC
Bank Of America Corp /de/
Wescott Financial Advisory Group, LLC
Berkshire Bank
Oppenheimer & Co Inc
Vanguard Advisers Inc
Caldwell Securities, Inc
Community Bank, N.A.
Harpswell Capital Advisors, LLC
Gallacher Capital Management LLC
ORG Wealth Partners, LLC
Ameritas Investment Partners, Inc.
Ridgewood Investments LLC
Wells Fargo & Company/mn
Professional Financial Advisors, LLC
VestGen Advisors, LLC
Cary Street Partner Investment Advisory Llc
First Pacific Financial
SageView Advisory Group, LLC
VisionPoint Advisory Group, LLC
DAVENPORT & Co LLC
Collier Financial
Chesley Taft & Associates LLC
Journey Strategic Wealth Llc
Integrity Advisory Solutions, LLC
TRUE Private Wealth Advisors
Mairs & Power Inc
Sonoma Allocations LLC
Tocqueville Asset Management L.p.
International Assets Investment Management, Llc
Opus Financial Solutions LLC
Quest 10 Wealth Builders, Inc.
Franklin Resources Inc
Genesis Private Wealth, Llc
Fifth Third Wealth Advisors LLC
Brickley Wealth Management
McKinley Carter Wealth Services, Inc.
Putnam Fl Investment Management Co
Venture Visionary Partners LLC
Huntington National Bank
Qp Wealth Management, Llc
Citigroup Inc
Apollon Financial, LLC
Planning Directions Inc
AllSquare Wealth Management LLC
Capstone Triton Financial Group, LLC
WealthPlan Investment Management, LLC
Green Harvest Asset Management LLC
Donaldson Capital Management, Llc
Sunbelt Securities, Inc.
Raab & Moskowitz Asset Management LLC
Transamerica Financial Advisors, Inc.
Goldstein Advisors, LLC
Berkeley, Inc
Trust Co of the South
OpenArc Corporate Advisory, LLC
Welch & Forbes Llc
Aureum Wealth Management, LLC
United Community Bank
Princeton Global Asset Management LLC
CFG Wealth Management Services, Inc.
Centennial Bank/AR/
Qrg Capital Management, Inc.
Itau Unibanco Holding S.A.
Kathmere Capital Management, LLC
Global Strategic Investment Solutions, LLC
Flatrock Wealth Partners LLC
Hartland & Co., LLC
Accretive Wealth Partners, LLC
Financial Engines Advisors L.L.C.
Smith, Moore & Co.
Montecito Bank & Trust
Gotham Asset Management, LLC
Operose Advisors LLC
Rachor Investment Advisory Services, LLC
Everhart Financial Group, Inc.
Magnolia Wealth Management, LLC
Collective Family Office Llc
Financial Enhancement Group LLC
Alliancebernstein L.p.
Mission Creek Capital Partners, Inc.
Flagship Private Wealth, LLC
BridgePort Financial Solutions, LLC
Savvy Advisors, Inc.
Kelman-Lazarov, Inc.
Sachetta, LLC
Keebeck Wealth Management, LLC
Hazlett, Burt & Watson, Inc.
Wells Financial Advisors INC
Sumitomo Mitsui Financial Group, Inc.
Fmr Llc
Venturi Wealth Management, LLC
Laurel Oak Wealth Management, Llc
Golden State Equity Partners
Emerald Advisors, LLC
Connecticut Wealth Management, LLC
Wedbush Securities Inc
Burk Holdings LLC
Parthenon Llc
Bessemer Group Inc
Advisor Resource Council
Soltis Investment Advisors LLC
Prime Capital Investment Advisors, LLC
Intrua Financial, LLC
Jaffetilchin Investment Partners, LLC
Emerald Investment Partners, Llc
Costello Asset Management, INC
Fort Point Capital Partners LLC
Parkside Financial Bank & Trust
Bay Harbor Wealth Management, LLC
Brown Advisory Inc
Commonwealth Financial Services, LLC
Tanglewood Legacy Advisors, LLC
Valley National Advisers Inc
Cresset Asset Management, LLC
JB Capital LLC
Caliber Wealth Management, LLC / KS
Pinnacle Family Advisors, LLC
Fort Washington Investment Advisors Inc /oh/
WASHINGTON TRUST Co
KilterHowling LLC
Register Financial Advisors LLC
CWS Financial Advisors, LLC
Comprehensive Financial Consultants Institutional, Inc.
Skopos Labs, Inc.
Crux Wealth Advisors
Millburn Ridgefield Corp
PFG Advisors
Bourgeon Capital Management Llc
Prospera Financial Services Inc
Kingswood Wealth Advisors, Llc
Networth Advisors, LLC
MCF Advisors LLC
Roxbury Financial LLC
Delos Wealth Advisors, LLC
Beacon Financial Advisory LLC
Edgestream Partners, L.P.
Smithfield Trust Co
BankPlus Trust Department
Van Hulzen Asset Management, LLC
Armbruster Capital Management, Inc.
Legacy Financial Advisors, Inc.
Qube Research & Technologies Ltd
Atlas Legacy Advisors, LLC
Arcadia Wealth Management, LLC
Kennedy Investment Group
Ronald Blue Trust, Inc.
Ritholtz Wealth Management
Brookstone Capital Management
Foster Group, Inc.
Ogorek Anthony Joseph /ny/ /adv
Hudson Oak Wealth Advisory LLC
Liberty Wealth Management Llc
Outlook Wealth Advisors, LLC
Wealth Management Associates, Inc.
Burns J W & Co Inc/ny
Perfromance Wealth Partners, LLC
Saxony Capital Management, LLC
Capital Insight Partners, Llc
Wiley Bros.-aintree Capital, Llc
Oakmont Advisory Group, LLC
Vanguard Group Inc
Pursuit Wealth Strategies, Llc
JMG Financial Group, Ltd.
Pensionmark Financial Group, Llc
HBW Advisory Services LLC
Atlantic Union Bankshares Corp
Ergawealth Advisors, Inc.
Muirfield Wealth Advisors Llc
Beta Wealth Group, Inc.
Fairview Capital Investment Management, Llc
Symphony Financial, Ltd. Co.
ACT Advisors, LLC.
Financial Life Advisors
Southland Equity Partners LLC
Wharton Business Group, LLC
National Asset Management, Inc.
IMA Wealth, Inc.
Sweeney & Michel, Llc
Southern Michigan Bank & Trust
Royal Bank Of Canada
Moody Lynn & Lieberson, Llc
Stratos Wealth Advisors, LLC
Gen-Wealth Partners Inc
Wolff Wiese Magana Llc
Insight Inv LLC
Empower Advisory Group, LLC
Private Wealth Asset Management, LLC
Goldman Sachs Group Inc
Tiaa-cref Individual & Institutional Services, Llc
New England Private Wealth Advisors LLC
ASL Financial, LLC
BRYN MAWR TRUST Co
Keybank National Association/oh
Cambria Investment Management, L.P.
Breakwater Capital Group
Root Financial Partners, LLC
Intellectus Partners, LLC
Colony Group, LLC
KPP Advisory Services LLC
Uniting Wealth Partners, LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Virtue Asset Management Llc
Grandview Asset Management LLC
Russell Investments Group, Ltd.
CoreCap Advisors, LLC
Strategic Wealth Partners, Ltd.
Pure Financial Advisors, Inc.
Insight Advisors, LLC/ PA
Signature Resources Capital Management, LLC
Patten Group, Inc.
Sofos Investments, Inc.
Trust Point Inc.
Pathstone Holdings, LLC
Redwood Park Advisors LLC
Leelyn Smith, LLC
InTrack Investment Management Inc
Johnson Financial Group, Inc.
Facet Wealth, Inc.
Triad Wealth Partners, LLC
XY Planning Network, Inc.
West Wealth Group, LLC
PlanVest Financial, Inc
Wetzel Investment Advisors, Inc.
Portfolio Design Labs, LLC
Friedenthal Financial
BCJ Capital Management, LLC
Valued Wealth Advisors LLC
Pacific Sun Financial Corp
Hicks Capital Management Llc
Post Resch Tallon Group Inc.
Smith Partners Wealth Management, LLC
Umb Bank N A/mo
Kickstand Ventures, Llc.
First Horizon Corp
Thrivent Financial For Lutherans
Enclave Advisors LLC
Catalyst Capital Advisors LLC
Lloyd Advisory Services, LLC.
Modera Wealth Management, LLC
Mcguire Capital Advisors Inc
Horizon Wealth Management, LLC
Stifel Financial Corp
Austin Private Wealth, LLC
MidFirst Bank
Brown Wealth Management, Llc
Creative Capital Management Investments LLC
Briggs Wealth Management, Inc
EverSource Wealth Advisors, LLC
Proficio Capital Partners LLC
Provenance Wealth Advisors, LLC
Vanguard National Trust Co
Essex Financial Services, Inc.
Unified Investment Management
Guilbault Capital LLC
Regal Investment Advisors LLC
Vestcor Inc
Johnson Investment Counsel Inc
Keeler & Nadler Financial Planning & Wealth Management
Leavell Investment Management, Inc.
Trinity Wealth Management, LLC
Scarborough Advisors, LLC
BDFS Capital LLC
Ubs Asset Management Americas Inc
Luken Investment Analytics, LLC
Orion Capital Management LLC
Csenge Advisory Group
Ironwood Wealth Management, Inc.
Merit Financial Group, LLC
Schmidt P J Investment Management Inc
SIMA Wealth Partners, LLC
Adviser Investments LLC
Family Management Corp
Bank Of Montreal /can/
MGB Wealth Management, LLC
United Advisor Group, LLC
Valeo Financial Advisors, LLC
Wbh Advisory Inc
LiftPoint Family Wealth Advisors LLC
Lantz Financial LLC
Compass Financial Group, Inc. (Ohio)
Exencial Wealth Advisors, Llc
Raleigh Capital Management Inc.
Mount Yale Investment Advisors, LLC
Ewing Morris & Co. Investment Partners Ltd.
LexAurum Advisors, LLC
Balentine LLC
Woodside Wealth Management LLC
Park Avenue Securities Llc
Granite FO LLC
Custos Family Office, LLC
Dynasty Wealth Management, Llc
Sapient Capital Llc
Mml Investors Services, Llc
Roman Butler Fullerton & Co
Berkshire Money Management, Inc.
Modern Wealth Management, LLC
Stephens Inc /ar/
Fortitude Advisory Group L.L.C.
Jpmorgan Chase & Co
S&t Bank/pa
PDS Planning, Inc
JDM Financial Group LLC
GatePass Capital, LLC
Asset Advisors Investment Management, LLC
Moisand Fitzgerald Tamayo, LLC
Whittier Trust Co Of Nevada Inc
Milestone Investment Advisors LLC
1620 Investment Advisors, Inc.
Beacon Financial Group
CIBC Bancorp USA Inc.
Headlands Technologies LLC
Truist Financial Corp
Sugar Maple Asset Management, LLC
ARS Wealth Advisors Group, LLC
Fortis Group Advisors, LLC
Bedel Financial Consulting, Inc.
Cambridge Associates Llc /ma/ /adv
KERR FINANCIAL PLANNING Corp
Diversified Trust Co
Oxford Financial Group Ltd
Mosaic Family Wealth Partners, Llc
Nations Financial Group Inc, /ia/ /adv
Colton Groome Financial Advisors, Llc
Foguth Wealth Management, LLC.
Sound View Wealth Advisors Group, LLC
Cora Capital Advisors Llc
Horst & Graben Wealth Management LLC
Bangor Savings Bank
Monticello Wealth Management, Llc
Davis Wealth Advisors, LLC
Timmons Wealth Management, LLC
FF Advisors,LLC
Barnes Wealth Management Group, Inc
Stonebrook Private Inc.
NorthAvenue LLC
Godfrey Financial Associates, Inc.
Lineweaver Wealth Advisors, LLC
Flow Traders U.s. Llc
Richardson Financial Services Inc.
Foundations Investment Advisors, LLC
Morris Retirement Advisors, LLC
Empire Life Investments Inc.
Able Wealth Management LLC
Compass Capital Corp /ma/ /adv
Mosaic Financial Group, Llc
Relyea Zuckerberg Hanson LLC
Rothschild Investment Llc
Tolleson Wealth Management, Inc.
E&G Advisors, LP
Bravias Capital Group, LLC
SG Trading Solutions, LLC
Weaver Consulting Group
Mainstream Capital Management LLC
Castle Rock Wealth Management, LLC
Ankerstar Wealth, LLC
Cooper/haims Advisors, Llc
Entrust Financial Llc
Koenig Investment Advisory, LLC
5T Wealth, LLC
Citizens National Bank Trust Department
Busey Wealth Management
FORM Wealth Advisors, LLC
Meridian Wealth Management, LLC
Cfm Wealth Partners Llc
Iron Financial, LLC
Vestmark Advisory Solutions, Inc.
True Link Financial Advisors, LLC
Newbridge Financial Services Group, Inc.
Jackson Hole Capital Partners, LLC
PKS Advisory Services, LLC
Brady Martz Wealth Solutions, LLC
AlphaStar Capital Management, LLC
Advisor Group Holdings, Inc.
Nbt Bank N A /ny
Croban
Foster Dykema Cabot & Partners, Llc
Global Retirement Partners, LLC
Stage Harbor Financial, Llc
Cypress Capital Group
Spectrum Asset Management, Inc. (NB/CA)
Sterling Investment Counsel, LLC
Federation des caisses Desjardins du Quebec
Quantbot Technologies LP
Tsfg, Llc
Tower Research Capital LLC (TRC)
Pacific Center for Financial Services
Sovran Advisors, LLC
Concord Wealth Partners
Lodestone Wealth Management LLC
Glass Jacobson Investment Advisors llc
Verdence Capital Advisors LLC
Cvfg Llc
Evergreen Capital Management Llc
Wesbanco Bank Inc
Steward Partners Investment Advisory, Llc
SCS Capital Management LLC
Boston Family Office Llc
Gw Henssler & Associates Ltd
Pathfinder Wealth Consulting, Inc.
First Business Financial Services, Inc.
Wealthgarden F.s. Llc
Cerity Partners LLC
HighTower Advisors, LLC
Mv Capital Management, Inc.
Investment Partners Asset Management, Inc.
Summit Financial, LLC
Regions Financial Corp
J.w. Cole Advisors, Inc.
Jmac Enterprises Llc
ShoreHaven Wealth Partners, LLC
Perigon Wealth Management, LLC
August Group Capital Ltd
Trademark Financial Management, LLC
Alpha Zero LLC
New Insight Wealth Advisors
Boreal Capital Management LLC
TPG Advisors LLC
Legacy Solutions, Llc
Thoroughbred Financial Services, Llc
Stonehearth Capital Management, LLC
Allstate Corp
CX Institutional
FineMark National Bank & Trust
GSB Wealth Management, LLC
Brown Financial Advisory
IFG Advisory, LLC
Beaird Harris Wealth Management, LLC
Chokshi & Queen Wealth Advisors, Inc
RFG Advisory, LLC
Medallion Wealth Advisors, LLC
Miracle Mile Advisors, LLC
Sandbox Financial Partners, LLC
Integrated Wealth Concepts LLC
Moneta Group Investment Advisors Llc
Stokes Family Office, LLC
Strategic Family Wealth Counselors, L.L.C.
Garrett Investment Advisors LLC
Alan B. Lancz & Associates, Inc.
LVZ Advisors, Inc.
Kovack Advisors, Inc.
Horrell Capital Management, Inc.
Diversified Enterprises, LLC
Comprehensive Financial Planning, Inc./PA
O'shaughnessy Asset Management, Llc
Canandaigua National Bank & Trust Co
Armis Advisers, LLC
Copia Wealth Management
HB Wealth Management, LLC
Sage Mountain Advisors LLC
Apeiron RIA LLC
One Wealth Advisors, LLC
Chatterton & Associates Inc.
Pinnacle Wealth Planning Services, Inc.
Balance Wealth, LLC
Caisse De Depot Et Placement Du Quebec
Chicago Partners Investment Group LLC
Centurion Wealth Management LLC
Noble Wealth Management PBC
Central Pacific Bank - Trust Division
Kw Wealth Management Llc
BlueStem Wealth Partners, LLC
Partners Capital Investment Group, Llp
Coastal Investment Advisors, Inc.
Concentrum Wealth Management
Tompkins Financial Corp
Evermay Wealth Management Llc
Obermeyer Wood Investment Counsel, Lllp
Legacy Wealth Managment, LLC/ID
Atlantic Private Wealth, LLC
Storen Legacy Partners, LLC
Centric Wealth Management
McIlrath & Eck, LLC
Pine Harbor Wealth Management, LLC
Polaris Investment Advisors, LLC
SHP Wealth Management
Evergreen Wealth Solutions, LLC
Fiduciary Financial Group, Llc
Successful Portfolios LLC
Hoese & Co LLP
Kingdom Financial Group LLC.
Daiwa Securities Group Inc.
Independence Bank of Kentucky
Granite Bay Wealth Management, LLC
Sound Portfolio Advisors, LLC
Vermillion Wealth Management, Inc.
WPG Advisers, LLC
Shepherd Kaplan Krochuk, Llc
Grove Bank & Trust
Cascades Capital Asset Management, LLC
BEAM Asset Management, LLC
Dara Capital Us, Inc.
Sageworth Trust Co of South Dakota
Main Street Group, LTD
10Elms LLP
Halbert Hargrove Global Advisors, Llc
JT Stratford LLC
Roof Eidam & Maycock/adv
Hansen & Associates Financial Group, Inc.
Robertson Stephens Wealth Management, LLC
Westside Investment Management, Inc.
Sound Income Strategies, LLC
Measured Wealth Private Client Group, LLC
Millennium Management Llc
EFG International AG
Blair William & Co/il
Keystone Wealth Services, LLC
Eldridge Investment Advisors, Inc.
Benjamin Edwards Inc
Savant Capital, LLC
JustInvest LLC
Mark Sheptoff Financial Planning, Llc
Glenmede Trust Co Na
Heirloom Wealth Management
ProVise Management Group, LLC
CIBC Private Wealth Group, LLC
Cassia Capital Partners, LLC
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