FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF - Net Long/Short Value

嘉信理財戰略信託 - 嘉信理財基本面美國大型公司ETF
US ˙ ARCA ˙ US8085247711

FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company 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)
Capasso Planning Partners LLC
Transamerica Financial Advisors, Inc.
Bedel Financial Consulting, Inc.
Western Wealth Management, LLC
Bogart Wealth, LLC
Key Capital Management, INC
Systelligence, LLC
Paragon Capital Management Ltd
Pin Oak Investment Advisors Inc
Arvest Investments, Inc.
Bulwark Capital Corp
Smallwood Wealth Investment Management, LLC
Harbor Investment Advisory, Llc
Madison Asset Management, LLC
Empower Advisory Group, LLC
Northern Trust Corp
Kozak & Associates, Inc.
Traub Capital Management LLC
Chicago Partners Investment Group LLC
WealthCollab, LLC
Garrett Investment Advisors LLC
Millstone Evans Group, LLC
Savvy Advisors, Inc.
Apollon Wealth Management, LLC
Tiaa-cref Individual & Institutional Services, Llc
Main Street Financial Solutions, LLC
Legend Financial Advisors, Inc.
Cwm, Llc
Spire Wealth Management
Cabot Wealth Management Inc
Regal Investment Advisors LLC
Csenge Advisory Group
Flagship Harbor Advisors, Llc
Dunhill Financial, LLC
Embree Financial Group
Alpha Omega Wealth Management LLC
Ausdal Financial Partners, Inc.
Pensionmark Financial Group, Llc
Summitry Llc
Cornerstone Planning Group LLC
Indivisible Partners
Pinney & Scofield, Inc.
Wiley Bros.-aintree Capital, Llc
Stifel Financial Corp
Vanguard National Trust Co
Vise Technologies, Inc.
Lbmc Investment Advisors, Llc
Red Tortoise LLC
Stratos Wealth Partners, LTD.
Empirical Asset Management, LLC
LPL Financial LLC
Aspiring Ventures, LLC
Bellevue Asset Management, Llc
Archer Investment Corp
Summit Asset Management, LLC
Envestnet Asset Management Inc
Riverchase Wealth Management, Llc
Revolve Wealth Partners, LLC
Gemmer Asset Management LLC
SILVER OAK SECURITIES, Inc
Wilkins Miller Wealth Management, LLC
Quadcap Wealth Management, LLC
Red Reef Advisors Llc
Parallel Advisors, LLC
Northland Capital Management LLC
Prospera Financial Services Inc
Elevate Wealth Advisory, Inc
New England Private Wealth Advisors LLC
Hancock Whitney Corp
Pnc Financial Services Group, Inc.
R. W. Roge & Company, Inc.
CoreCap Advisors, LLC
Cutler Investment Counsel Llc
Capital Investment Advisory Services, LLC
Breakwater Investment Management
Thoroughbred Financial Services, Llc
AlTi Global, Inc.
JB Capital LLC
Trilogy Capital Inc.
High Net Worth Advisory Group LLC
Advisory Alpha, LLC
Symphony Financial, Ltd. Co.
Americana Partners, LLC
RWM Asset Management, LLC
Baird Financial Group, Inc.
Red Door Wealth Management, LLC
Nabity-Jensen Investment Management Inc
Roger Wittlin Investment Advisory, LLC
Luminvest Wealth Management LLC
Janney Montgomery Scott LLC
Palisade Asset Management, LLC
Coston, McIsaac & Partners
Modern Wealth Management, LLC
Root Financial Partners, LLC
Umb Bank N A/mo
Clear Point Advisors Inc.
Leavell Investment Management, Inc.
First Pacific Financial
Bravera Wealth
Townsend Asset Management Corp /nc/ /adv
Wealth Advisory Team LLC
UBS Group AG
AE Wealth Management LLC
Us Bancorp \de\
Pallas Capital Advisors LLC
Montag A & Associates Inc
Sterling Financial Planning, Inc.
Harwood Advisory Group, LLC
International Assets Investment Management, Llc
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Mezzasalma Advisors, LLC
WealthPLAN Partners, LLC
Captrust Financial Advisors
Sunbelt Securities, Inc.
Plante Moran Financial Advisors, LLC
Basepoint Wealth LLC
Pennsylvania Capital Management Inc /adv
Mosaic Family Wealth Partners, Llc
Sensenig Capital Advisors, Inc
American Trust
Prosperity Bancshares Inc
CRA Financial Services, LLC
Whittier Trust Co
Steward Partners Investment Advisory, Llc
Angeles Wealth Management, Llc
Principia Wealth Advisory, LLC
Charles Schwab Trust Co
Sage Financial Group Inc
Russell Investments Group, Ltd.
Chapin Davis, Inc.
Johnson Financial Group, Inc.
Jones Financial Companies Lllp
Qrg Capital Management, Inc.
Glenmede Trust Co Na
Sigma Planning Corp
Financial Planning Hawaii, Inc.
Phil A. Younker & Associates, Ltd.
CFS Investment Advisory Services, LLC
Pettyjohn, Wood & White, Inc
Fifth Third Bancorp
Marino, Stram & Associates Llc
Integrity Alliance, Llc.
Opes Wealth Management LLC
True Wealth Design, LLC
Kelman-Lazarov, Inc.
Zhang Financial LLC
Strategic Wealth Partners, Ltd.
Gotham Asset Management, LLC
Accordant Advisory Group Inc
Hartland & Co., LLC
World Equity Group, Inc.
Kmg Fiduciary Partners, Llc
Foguth Wealth Management, LLC.
Aspiriant, Llc
Two Sigma Securities, Llc
Aberdeen Wealth Management LLC
Wingate Wealth Advisors, Inc.
Klingman & Associates, LLC
Journey Advisory Group, LLC
Ashford Advisors, LLC
Arlington Trust Co LLC
Rice Partnership, LLC
Goldman Sachs Group Inc
Stock Yards Bank & Trust Co
Clark Asset Management, LLC
Tactive Advisors, LLC
Ameriprise Financial Inc
Brinker Capital Investments, LLC
Rialto Wealth Management, LLC
Novem Group
HighTower Advisors, LLC
First United Bank Trust/
Salem Investment Counselors Inc
Procyon Private Wealth Partners, LLC
Morris Financial Concepts, Inc.
CIBC Bancorp USA Inc.
IAG Wealth Partners, LLC
EP Wealth Advisors, Inc.
Tower Research Capital LLC (TRC)
Buckingham Strategic Partners
Investment Planning Advisors, Inc.
Front Row Advisors LLC
Solitude Financial Services
Prairiewood Capital, LLC
Arlington Financial Advisors, LLC
Financial Synergies Wealth Advisors, Inc.
Keybank National Association/oh
Golden State Equity Partners
Capital Advisors, Ltd. LLC
Quadrant Capital Group Llc
Austin Private Wealth, LLC
Flatrock Wealth Partners LLC
Verum Partners LLC
Tidemark, LLC
Principal Securities, Inc.
Texas Yale Capital Corp.
Bank Of Montreal /can/
Meramec Financial Planners, LLC
Nicholson Meyer Capital Management, Inc.
Westbourne Investments, Inc.
Frank, Rimerman Advisors LLC
NFP Retirement, Inc.
Mml Investors Services, Llc
Apella Capital, LLC
High Note Wealth, LLC
O'shaughnessy Asset Management, Llc
Creekside Partners
Magnolia Private Wealth, LLC
Walkner Condon Financial Advisors LLC
Plan A Wealth LLC
Putnam Fl Investment Management Co
SC&H Financial Advisors, Inc.
Scarborough Advisors, LLC
Kingswood Wealth Advisors, Llc
Planning Project LLC
Anson Capital, Inc.
Lyell Wealth Management, Lp
IFP Advisors, Inc
Oxford Financial Group Ltd
Eq Wealth Advisors, Llc
Caitlin John, LLC
PFG Advisors
Sax Wealth Advisors, Llc
Richards, Merrill & Peterson, Inc.
Fundamentun, Llc
Advisory Services Network, LLC
Rsm Us Wealth Management Llc
Nations Financial Group Inc, /ia/ /adv
Maseco Llp
Capital Advantage, Inc.
Koesten, Hirschmann & Crabtree, INC.
Keeler & Nadler Financial Planning & Wealth Management
MEMBERS Trust Co
Bruce G. Allen Investments, LLC
Alhambra Investment Partners LLC
Prosperity Wealth Management, Inc.
Equity Wealth Partners, LLC
Fingerlakes Wealth Management, Inc.
Berman McAleer LLC
Arq Wealth Advisors, Llc
Evergreen Advisors, LLC
Williams Financial, LLC
Milestone Investment Advisors LLC
Sanctuary Advisors, LLC
Leonard Rickey Investment Advisors P.L.L.C.
Kestra Advisory Services, LLC
Keyvantage Wealth, Llc
Pinnacle Wealth Planning Services, Inc.
Capital Group Private Client Services, Inc.
Breakwater Capital Group
MAI Capital Management
Financial Strategies Group, Inc.
Meeder Advisory Services, Inc.
WCG Wealth Advisors LLC
Mather Group, Llc.
Castle Wealth Management Llc
Key FInancial Inc
Keating Financial Advisory Services, Inc.
Brio Consultants, LLC
Evergreen Capital Management Llc
Aufman Associates Inc
Arcadia Investment Advisors Llc
Certified Advisory Corp
BRYN MAWR TRUST Co
Team Financial Group, LLC
Yoder Wealth Management, Inc.
RFG Advisory, LLC
Hm Payson & Co
Woodmont Investment Counsel Llc
Gill Capital Partners, Llc
Cetera Investment Advisers
Rothschild Investment Llc
Northwest Bancshares, Inc.
Grimes & Company, Inc.
Baker Ellis Asset Management LLC
Directional Asset Management
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Truist Financial Corp
Abound Wealth Management
Citadel Advisors Llc
Affinity Capital Advisors, LLC
Focus Financial Network, Inc.
Thrivent Financial For Lutherans
Mariner, LLC
Patten & Patten Inc/tn
Fairscale Capital, LLC
Boulay Financial Advisors, LLC
Rollins Financial Advisors, LLC
Tanglewood Wealth Management, Inc.
Foundations Investment Advisors, LLC
Freestone Capital Holdings, LLC
Canandaigua National Trust Co of Florida
Howe & Rusling Inc
Timmons Wealth Management, LLC
Cullen/frost Bankers, Inc.
Nalls Sherbakoff Group, Llc
Wedbush Securities Inc
Sofos Investments, Inc.
Summit Wealth Group Llc / Co
Bnp Paribas Arbitrage, Sa
Schaper Benz & Wise Investment Counsel Inc/wi
Bartlett & Co. Wealth Management Llc
BIP Wealth, LLC
Triumph Capital Management
Mogy Joel R Investment Counsel Inc
Adirondack Trust Co
Activest Wealth Management
Cathy Pareto & Associates, Inc
Valeo Financial Advisors, LLC
RFG - Bristol Wealth Advisors, LLC
Noesis Capital Mangement Corp
Financial Consulate, Inc
SYM FINANCIAL Corp
Comerica Bank
Turtle Creek Wealth Advisors, LLC
Yanni & Associates Investment Advisors, LLC
RMG Wealth Management LLC
Central Pacific Bank - Trust Division
Charles Schwab Investment Management Inc
VestGen Advisors, LLC
Vivaldi Capital Management, LLC
Wellspring Financial Advisors, LLC
SRS Capital Advisors, Inc.
Zrc Wealth Management, Llc
Avion Wealth
Koshinski Asset Management, Inc.
Meridian Investment Counsel Inc.
McIlrath & Eck, LLC
BCS Wealth Management
Financial Management Professionals, Inc.
Greykasell Wealth Strategies, Inc.
Abacus Planning Group, Inc.
White Pine Investment CO
Brand Asset Management Group, Inc.
Appleton Partners Inc/ma
Curtis Advisory Group, LLC
Cidel Asset Management Inc
Kavar Capital Partners Group, Llc
Guardian Financial Partners, LLC
Peapack Gladstone Financial Corp
McAdam, LLC
Prime Capital Investment Advisors, LLC
Archvest Wealth Advisors, Inc.
GHP Investment Advisors, Inc.
Financial Connections Group, Inc.
Tobias Financial Advisors, Inc.
Cdkv Holdings Llc
Tanglewood Legacy Advisors, LLC
BFI Wealth Solutions, LLC
Royal Bank Of Canada
Onyx Bridge Wealth Group LLC
Integrated Advisors Network LLC
Arbor Investment Advisors, LLC
Laird Norton Trust Company, Llc
Fortitude Family Office, LLC
TIAA Wealth Investment Management LLC
Access Financial Services, Inc.
AdvisorNet Financial, Inc
Ieq Capital, Llc
Jpmorgan Chase & Co
Wiser Advisor Group LLC
Perryman Financial Advisory Inc /ad
Johnson Bixby & Associates, LLC
BetterWealth, LLC
Droms Strauss Advisors Inc /mo/ /adv
Parthenon Llc
Maryland Capital Advisors Inc.
Moneta Group Investment Advisors Llc
Change Path, LLC
Armstrong Advisory Group, Inc
Crusonia Wealth Advisors LLC
Retiremitten Financial Llc
Hoey Investments, Inc
Creative Financial Designs Inc /adv
Phillips Financial Management, Llc
Blueprint Investment Partners LLC
J.E. Simmons & Co., P.C.
Litman Gregory Asset Management LLC
Nova Wealth Management, Inc.
CIBC Private Wealth Group, LLC
Keenan, LLC
MSA Advisors, LLC
Clearview Wealth Advisors LLC
VVR Holdings LLC
Collective Family Office Llc
Perigon Wealth Management, LLC
MidAtlantic Capital Management, Inc.
Schmidt P J Investment Management Inc
E&G Advisors, LP
Valley National Advisers Inc
Cowa, Llc
Savant Capital, LLC
Integrated Wealth Concepts LLC
Legacy Financial Strategies, LLC
Eagle Strategies LLC
Wealth Enhancement Advisory Services, Llc
Paladin Advisory Group, LLC
Cambridge Advisors Inc.
Private Wealth Asset Management, LLC
Addison Advisors LLC
Sellwood Investment Partners LLC
Gerber Kawasaki Wealth & Investment Management
CI Private Wealth, LLC
Aptus Capital Advisors, LLC
Archford Capital Strategies, LLC
First Command Advisory Services, Inc.
RHS Financial, LLC
Private Advisor Group, LLC
Modera Wealth Management, LLC
Evanson Asset Management, LLC
Facet Wealth, Inc.
Northwestern Mutual Wealth Management Co
Parkside Financial Bank & Trust
Continuum Advisory, LLC
Norden Group Llc
Cedar Point Capital Partners, LLC
Larson Financial Group LLC
Kuhn & Co Investment Counsel
Meridian Wealth Management, LLC
Sheets Smith Wealth Management
Stage Harbor Financial, Llc
Colonial Trust Co / SC
Vanguard Group Inc
TruNorth Capital Management, LLC
Everhart Financial Group, Inc.
Diversified Portfolios, Inc.
Evoke Wealth, Llc
First National Trust Co
Blake Schutter Theil Wealth Advisors, LLC
Mesirow Financial Investment Management, Inc.
Firestone Capital Management
Smith, Salley & Associates
Tradition Wealth Management, LLC
Caerus Investment Advisors, LLC
Strata Wealth Advisors, LLC
Valued Wealth Advisors LLC
Bearing Point Capital, Llc
Colony Group, LLC
Fountainhead AM, LLC
Prostatis Group LLC
Raymond James Financial Inc
Wall Street Financial Group, Inc.
Wealth Forward, LLC
J. L. Bainbridge & Co., Inc.
BOK Financial Private Wealth, Inc.
Lodestar Private Asset Management Llc
Great Valley Advisor Group, Inc.
Signature Resources Capital Management, LLC
Pinnacle Bancorp, Inc.
Argos Wealth Advisors, LLC
Sand Hill Global Advisors, LLC
Founders Financial Alliance, LLC
NorthRock Partners, LLC
Brown Advisory Inc
Bessemer Group Inc
Lowery Thomas, Llc
Clarity Capital Advisors, LLC
Weatherly Asset Management L. P.
Skopos Labs, Inc.
Medallion Wealth Advisors, LLC
Smithfield Trust Co
SJS Investment Consulting Inc.
Ashton Thomas Private Wealth, LLC
McGrath & Associates, Inc.
Anchor Investment Management, LLC
Diversify Wealth Management, Llc
Independent Advisor Alliance
Flow Traders U.s. Llc
SHP Wealth Management
Wedmont Private Capital
ORG Partners LLC
BlackRock, Inc.
Asset Dedication, LLC
Signal Tree Financial Partners Llc
Sagespring Wealth Partners, Llc
Joel Isaacson & Co., LLC
Atlantic Union Bankshares Corp
Advocate Group Llc
HC Advisors, LLC
Park Avenue Securities Llc
Global Wealth Strategies & Associates
Hutchens & Kramer Investment Management Group, LLC
Nicholas Hoffman & Company, LLC.
Foster & Motley Inc
Financial Advisory Service, Inc.
Beacon Pointe Advisors, LLC
Beacon Financial Planning, Inc
TCG Advisory Services, LLC
Shakespeare Wealth Management, Inc.
Money Concepts Capital Corp
Merit Financial Group, LLC
JNBA Financial Advisors
National Bank Of Canada /fi/
Cahill Financial Advisors Inc
Schrum Private Wealth Management LLC
Cassaday & Co Wealth Management LLC
Warren Averett Asset Management, LLC
Brown Financial Advisory
Signaturefd, Llc
Reston Wealth Management Llc
Commonwealth Equity Services, Llc
Quantinno Capital Management LP
Gunpowder Capital Management, LLC dba Oliver Wealth Management
Westco Advisory Services Inc /adv
Wells Fargo & Company/mn
Atlantic Edge Private Wealth Management, LLC
Washington Trust Advisors, Inc.
Creative Capital Management Investments LLC
Frazier Financial Advisors, LLC
Birchwood Financial Partners, Inc.
Studio Investment Management Llc
Sequoia Financial Advisors, LLC
Calton & Associates, Inc.
HB Wealth Management, LLC
Bristlecone Value Partners, LLC
Hamilton Point Investment Advisors, LLC
Peachtree Investment Partners, LLC
Chilton Capital Management Llc
Platt Wealth Management LLC
Empowered Funds, LLC
Noble Wealth Management PBC
Dahring | Cusmano Llc
Mengis Capital Management, Inc.
Assetmark, Inc
Lafayette Investments, Inc.
Marshall & Sterling Wealth Advisors Inc.
Brookstone Capital Management
Renaissance Technologies Llc
Safe Harbor Family Capital, LLC
Integrity Investment Advisors, LLC
Farther Finance Advisors, LLC
Envestnet Portfolio Solutions, Inc.
Global Retirement Partners, LLC
Bank Of America Corp /de/
Clarkston Capital Partners, LLC
Arete Wealth Advisors, LLC
Ballast Financial Advisors LLC
Destination Wealth Management
Murphy & Mullick Capital Management Corp
Smartleaf Asset Management LLC
Steigerwald, Gordon & Koch Inc.
Lido Advisors, LLC
Midwest Trust Co
Capital & Planning, Llc
Miracle Mile Advisors, LLC
Betterment LLC
Axxcess Wealth Management, Llc
Dynamic Advisor Solutions LLC
KLCM Advisors, Inc.
Ackerman Capital Advisors, LLC
WFA of San Diego, LLC
Mission Wealth Management, Lp
Burford Brothers, Inc.
Mpwm Advisory Solutions, Llc
Condor Capital Management
Atomi Financial Group, Inc.
Citizens Financial Group Inc/ri
Hollencrest Capital Management
Graney & King, LLC
Harbor Asset Planning, Inc.
Huntington National Bank
Haverford Trust Co
Cresset Asset Management, LLC
Capital Advisors Inc/ok
First Community Trust Na
Wealthspire Advisors, LLC
Sei Investments Co
Old National Bancorp /in/
Quadrant Private Wealth Management, LLC
Builder Investment Group Inc /adv
Ancora Advisors, LLC
Guardian Wealth Advisors, Llc / Nc
Solstein Capital, LLC
Beacon Capital Management, Inc.
BKA Wealth Consulting, Inc.
Mark Sheptoff Financial Planning, Llc
Regions Financial Corp
Next Capital Management LLC
Creative Planning
Warner Financial, Inc
Kestra Private Wealth Services, Llc
Independence Wealth Advisors, LLC
Tempus Wealth Planning, LLC
Ransom Advisory, Ltd
Avestar Capital, LLC
Sound Income Strategies, LLC
Invested Advisors
Centaurus Financial, Inc.
Highline Wealth Partners Llc
Moors & Cabot, Inc.
Whipplewood Advisors, LLC
Synergy Investment Management, LLC
Carnegie Capital Asset Management, LLC
ARS Wealth Advisors Group, LLC
Ameritas Advisory Services, LLC
Westover Capital Advisors, LLC
Main Street Group, LTD
Tsfg, Llc
Fmr Llc
Emerald Investment Partners, Llc
Qube Research & Technologies Ltd
Clark Capital Management Group, Inc.
Dagco, Inc.
Bell Investment Advisors, Inc
Richardson Financial Services Inc.
MidFirst Bank
Pinnacle Financial Partners, Inc.
BlueStem Wealth Partners, LLC
WealthCare Investment Partners, LLC
Foster Victor Wealth Advisors, LLC
WESPAC Advisors, LLC
Fortis Capital Advisors, LLC
InTrack Investment Management Inc
Lee Financial Co
Fragasso Group Inc.
TD Capital Management LLC
Mutual Advisors, LLC
CX Institutional
Consolidated Planning Corp
Darrow Company, Inc.
Equitable Holdings, Inc.
Urban Financial Advisory Corp
Private Trust Co Na
Financial Engines Advisors L.L.C.
Belpointe Asset Management LLC
Blair William & Co/il
PFS Partners, LLC
Delta Asset Management Llc/tn
Ronald Blue Trust, Inc.
Independent Financial Group, Llc
Linscomb & Williams, Inc.
Salomon & Ludwin, LLC
Roof Eidam & Maycock/adv
United Capital Financial Advisers, Llc
L.K. Benson & Company, P.C.
Ptm Wealth Management, Llc
Morgan Stanley
Harbour Investments, Inc.
Resources Investment Advisors, LLC.
Liberty Square Wealth Partners Llc
Integrity Financial Corp /WA
Strategies Wealth Advisors, LLC
Allworth Financial LP
Avant Capital LLC
AlphaCore Capital LLC
Auxano Advisors, LLC
Hanson & Doremus Investment Management
Capital Analysts, Inc.
Everest Financial Group LLC
Moller Financial Services
Newbridge Financial Services Group, Inc.
Vermillion Wealth Management, Inc.
Westside Investment Management, Inc.
Foundry Financial LLC
Resonant Capital Advisors, LLC
Zwj Investment Counsel Inc
Rockefeller Capital Management L.P.
Your Advocates Ltd., LLP
Lakewood Asset Management LLC
Franklin Resources Inc
D.a. Davidson & Co.
Harbour Investment Management Llc
Capital Investment Counsel, LLC
Brown Brothers Harriman & Co
Fairway Wealth LLC
Trust Point Inc.
Main Street Research LLC
Ferguson Wellman Capital Management, Inc
RMB Capital Management, LLC
Bank of New York Mellon Corp
Hrc Wealth Management, Llc
Aqr Capital Management Llc
Summit Financial Wealth Advisors, LLC
Spartan Wealth Advisory Services LLC
Channel Wealth Llc
Burk Holdings LLC
Kingsview Wealth Management, LLC
Eukles Asset Management
Cascades Capital Asset Management, LLC
Signature Estate & Investment Advisors Llc
Jeter Robert S II
Kcm Investment Advisors Llc
SOUTH STATE Corp
Godsey & Gibb Associates
Planned Solutions, Inc.
Diversified Management Inc
Coastwise Capital Group, LLC
Advisor OS, LLC
Mercer Global Advisors Inc /adv
Kovitz Investment Group Partners, LLC
Cerity Partners LLC
Berger Financial Group, Inc
Osbon Capital Management Llc
Private Wealth Management Group, LLC
May Barnhard Investments LLC
U.S. Capital Wealth Advisors, LLC
Whitener Capital Management, Inc.
IFC & Insurance Marketing, Inc.
Jacobi Capital Management LLC
Valley Brook Capital Group, Inc.
Geneos Wealth Management Inc.
Exencial Wealth Advisors, Llc
Sovereign Financial Group, Inc.
Simmons Bank
Johnson Investment Counsel Inc
Westmount Partners, LLC
Citigroup Inc
Oak Wealth Advisors LLC
Fund Evaluation Group, LLC
Advisors Capital Management, LLC
Avidian Wealth Solutions, LLC
Newman Dignan & Sheerar, Inc.
IMA Wealth, Inc.
Hantz Financial Services, Inc.
Vident Advisory, LLC
Allen Wealth Management, Llc
Index Fund Advisors, Inc.
Welch Group, LLC
Wagner Wealth Management, Llc
Valmark Advisers, Inc.
Seacrest Wealth Management, Llc
Glass Jacobson Investment Advisors llc
Monetary Solutions, Ltd
Investment Research Partners LLC
Quaker Wealth Management, LLC
DiNuzzo Private Wealth, Inc.
Moisand Fitzgerald Tamayo, LLC
Catalyst Financial Partners Llc
Mcguire Capital Advisors Inc
Argyle Capital Partners, LLC
FRG Family Wealth Advisors LLC
Blueprint Financial Advisors LLC
Fca Corp /tx
Glassman Wealth Services
Advisor Group Holdings, Inc.
Briggs Wealth Management, Inc
Summit Financial, LLC
Ami Investment Management Inc
Trust Co Of Vermont
SNS Financial Group, LLC
SageView Advisory Group, LLC
Values Added Financial LLC
Arkadios Wealth Advisors
Ubs Asset Management Americas Inc
Tudor Investment Corp Et Al
Garde Capital, Inc.
IHT Wealth Management, LLC
Steele Capital Management, Inc.
Pasadena Private Wealth, LLC
Total Clarity Wealth Management, Inc.
Main Management LLC
Kohmann Bosshard Financial Services, LLC
Cambridge Investment Research Advisors, Inc.
Marco Investment Management Llc
Natixis Advisors, L.p.
Beacon Investment Advisory Services, Inc.
Value Investment Professionals, LLC
Paradigm Financial Partners, Llc
Ironwood Investment Counsel, LLC
Maridea Wealth Management LLC
Gross & Hartman Investments LLC
ATX Financial Planning, LLC
JMG Financial Group, Ltd.
Vanguard Advisers Inc
Rossby Financial, LCC
Midland Wealth Advisors Llc
Asset Advisory Group, Inc.
Jane Street Group, Llc
MCF Advisors LLC
DAVENPORT & Co LLC
Payne Capital LLC
Bleakley Financial Group, LLC
Portus Wealth Advisors, LLC
GatePass Capital, LLC
Christensen, King & Associates Investment Services, Inc.
Crewe Advisors LLC
Harbor Group, Inc.
Envision Financial LLC
Asset Allocation Strategies LLC
Richardson Capital Management LLC
DHJJ Financial Advisors, Ltd.
Capital Investment Advisors, LLC
Partners in Financial Planning
Gryphon Financial Partners LLC
CVA Family Office, LLC
Signature Equity Partners, LLC
Stillwater Wealth Management Group
Curio Wealth, Llc
Citizens National Bank Trust Department
Pflug Koory, LLC
True North Advisors, LLC
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