IVW / iShares Trust - iShares S&P 500 Growth ETF - Net Long/Short Value

iShares Trust - iShares S&P 500 Growth ETF
US ˙ ARCA ˙ US4642873099

IVW / iShares Trust - iShares S&P 500 Growth 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)
American Investment Services, Inc.
Krilogy Financial LLC
OpenArc Corporate Advisory, LLC
Mcmorgan & Co Llc
JMG Financial Group, Ltd.
Fifth Third Bancorp
Retirement Wealth Solutions LLC
Clearview Wealth Advisors LLC
Greenup Street Wealth Management Llc
Dentgroup LLC
Hancock Whitney Corp
Zions Bancorporation, National Association /ut/
EverSource Wealth Advisors, LLC
Concurrent Investment Advisors, LLC
Corundum Trust Company, INC
Hidden Cove Wealth Management, LLC
KFA Private Wealth Group, LLC
Versant Capital Management, Inc
Nicholas Hoffman & Company, LLC.
Greenwood Capital Associates Llc
Valued Wealth Advisors LLC
Walled Lake Planning & Wealth Management, Llc
Nolet Wealth Management, LLC
Ofc Financial Planning, Llc
AdvisorNet Financial, Inc
Clark Wealth Partners
Latitude Advisors, LLC
Drive Wealth Management, Llc
Kiley Juergens Wealth Management, Llc
Burns J W & Co Inc/ny
Legacy Edge Advisors, LLC
Disciplined Investments, LLC
Financial Life Planners
Fountainhead AM, LLC
Capital & Planning, Llc
Accredited Investors Inc.
Associated Banc-corp
Wedmont Private Capital
Park Avenue Securities Llc
Wealthspire Advisors, LLC
Glenview Trust Co
A4 Wealth Advisors LLC
Cerity Partners LLC
Marietta Wealth Management, LLC
Barnes Wealth Management Group, Inc
Base Wealth Management LLC
Chevy Chase Trust Holdings, Inc.
Hopwood Financial Services, Inc.
CFS Investment Advisory Services, LLC
Tilson Financial Group, Inc.
Integrated Capital Management, LLC
Aspen Investment Management Inc
Midwest Capital Advisors, LLC
Bailard, Inc.
Tme Financial, Inc.
Bayban
Compass Financial Group, Inc. (Ohio)
First Horizon Corp
First Business Financial Services, Inc.
Laurel Wealth Advisors LLC
Cheviot Value Management, LLC
Vestor Capital, Llc
Syntegra Private Wealth Group, LLC
Navis Wealth Advisors, LLC
Greykasell Wealth Strategies, Inc.
Maripau Wealth Management Llc
Golden State Equity Partners
Compass Capital Corp /ma/ /adv
Armor Investment Advisors, LLC
Curio Wealth, Llc
Sentinel Advisory Group, LLC
Client 1st Advisory Group, Llc
tru Independence LLC
HBK Sorce Advisory LLC
Hm Payson & Co
Mather Group, Llc.
Solidarilty Wealth, LLC
Wealthcare Advisory Partners LLC
Atlantic Trust, LLC
Pinnacle Associates Ltd
Cambridge Investment Research Advisors, Inc.
Dakota Wealth Management
Next Capital Management LLC
Kestra Investment Management, LLC
Princeton Global Asset Management LLC
New England Private Wealth Advisors LLC
Atlantic Family Wealth, Llc
Argent Advisors, Inc.
Croban
Sovran Advisors, LLC
Davis Wealth Advisors, LLC
Insight Wealth Strategies, LLC
Financial Consulate, Inc
Stone House Investment Management, LLC
Investors Research Corp
Sanchez Gaunt Capital Management, LLC
Bessemer Group Inc
Ellis Investment Partners, LLC
Partners Wealth Management, Llc
Us Bancorp \de\
Allegiance Financial Group Advisory Services LLC
Copia Wealth Management
Prudential Plc
Global Assets Advisory, LLC
RTD Financial Advisors, Inc.
Harbor Asset Planning, Inc.
Allen Capital Group, LLC
Sterling Investment Counsel, LLC
Lazard Asset Management Llc
Ascent Group, LLC
Family Office Research LLC
Westfield Capital Management Co Lp
Cahill Financial Advisors Inc
Sawyer & Company, Inc
Northern Oak Wealth Management Inc
TD Capital Management LLC
Floyd Financial Group Llc
Waddell & Associates, Llc
UMA Financial Services, Inc.
J.M. Arbour, LLC
IMC-Chicago, LLC
Morton Capital Management LLC/CA
Summit Trail Advisors, Llc
Aviance Capital Partners, LLC
Onyx Bridge Wealth Group LLC
Clayton Financial Group LLC
Aprio Wealth Management, LLC
Portland Financial Advisors Inc
Cooper Financial Group
TopTier Wealth Management, LLC
Summit Investment Advisory Services, LLC
Ewa, Llc
Stewardship Advisors, LLC
Operose Advisors LLC
REDW Wealth LLC
McGlone Suttner Wealth Management, Inc.
Capital Investment Advisors, LLC
Quadcap Wealth Management, LLC
Claro Advisors LLC
Salomon & Ludwin, LLC
Winthrop Advisory Group LLC
Arcadia Wealth Management, LLC
Envestnet Asset Management Inc
Sachetta, LLC
Steigerwald, Gordon & Koch Inc.
Landing Point Financial Group, LLC
Parthenon Llc
Private Wealth Advisors, LLC
Redwood Wealth Management Group, LLC
CIBC Private Wealth Group, LLC
Trust Point Inc.
Blueline Advisors Llc
Cranbrook Wealth Management, LLC
ShoreHaven Wealth Partners, LLC
Thomasville National Bank
Crestwood Advisors Group LLC
Maia Wealth LLC
Rsm Us Wealth Management Llc
Wick Capital Partners, LLC
Empirical Asset Management, LLC
WCG Wealth Advisors LLC
MA Private Wealth
Sage Investment Advisers LLC
Galvin, Gaustad & Stein, LLC
Glen Eagle Advisors, LLC
HighTower Advisors, LLC
Gunpowder Capital Management, LLC dba Oliver Wealth Management
Simon Quick Advisors, Llc
WealthCare Asset Management, LLC
Wingate Wealth Advisors, Inc.
Carnegie Capital Asset Management, LLC
Main Street Financial Solutions, LLC
Presilium Private Wealth, Llc
Wealthgarden F.s. Llc
Vestia Personal Wealth Advisors
Formidable Asset Management, LLC
Harwood Advisory Group, LLC
GPS Wealth Strategies Group, LLC
GDS Wealth Management
Bellevue Asset Management, Llc
Bedminster, LLC
Platform Technology Partners
Activest Wealth Management
Florin Court Capital LLP
Independent Advisor Alliance
Pensionmark Financial Group, Llc
Everpar Advisors Llc
Milestone Investment Advisors LLC
Stephenson National Bank & Trust
Chilton Investment Co Llc
Midwest Financial Group LLC
Brady Martz Wealth Solutions, LLC
Diversify Wealth Management, Llc
Ironwood Investment Counsel, LLC
Foundation Wealth Management, LLC
Stonebridge Financial Group, LLC
Evernest Financial Advisors, LLC
Rossby Financial, LCC
Unique Wealth, Llc
Weaver Consulting Group
QTR Family Wealth, LLC
Safe Harbor Family Capital, LLC
Hudson Valley Investment Advisors Inc /adv
Western Reserve Capital Management, LLC
Eaton-Cambridge Inc.
ESL Trust Services, LLC
Forum Finance Group S.A.
Forum Financial Management, LP
Spectrum Planning & Advisory Services Inc.
Ransom Advisory, Ltd
MidFirst Bank
Mascoma Wealth Management LLC
Great Point Wealth Advisors, LLC
Main Street Group, LTD
Avaii Wealth Management, Llc
Focus Financial Network, Inc.
Oak Harbor Wealth Partners, Llc
Sharkey, Howes & Javer
Resonant Capital Advisors, LLC
Pin Oak Investment Advisors Inc
Transcend Wealth Collective, Llc
Matrix Private Capital Group Llc
Colonial Trust Co / SC
First National Bank & Trust Co Of Newtown
Sterling Financial Planning, Inc.
True Wealth Design, LLC
TPG Advisors LLC
Accurate Wealth Management, LLC
Traveka Wealth, LLC
Founders Capital Management
Beaird Harris Wealth Management, LLC
Jump Financial, LLC
SJA Financial Advisory, LLC
JustInvest LLC
High Point Wealth Management, LLC
HighPoint Advisor Group LLC
Avidian Wealth Solutions, LLC
Stony Point Wealth Management Inc.
Susquehanna International Group, Llp
Pittenger & Anderson Inc
Lee-Kelleher Wealth Management
Choate Investment Advisors
Mason & Associates, LLC
Beverly Hills Private Wealth, LLC
Sharp Financial Services, LLC
Blue Edge Capital, LLC
Sterling Group Wealth Management, LLC
Dorsey Wright & Associates
Atticus Wealth Management, Llc
WESPAC Advisors SoCal, LLC
Old Peak Finance LLC
Cozad Asset Management Inc
DiMeo Schneider & Associates, L.L.C.
Lifeworks Advisors, LLC
UNIVEST FINANCIAL Corp
Sandhill Capital Partners LLC
Freestone Capital Holdings, LLC
Salem Investment Counselors Inc
Truvestments Capital Llc
Rollins Financial Advisors, LLC
Bank of New York Mellon Corp
TrueWealth Advisors, LLC
Bucket List Wealth Management, LLC
Pennsylvania Capital Management Inc /adv
Wealthquest Corp
Valtinson Bruner Financial Planning LLC
Opal Wealth Advisors, LLC
Morgan Dempsey Capital Management Llc
Cardiff Park Advisors, Llc
Stone Loft Wealth Management Llc
Coldstream Capital Management Inc
Anb Bank
National Philanthropic Trust
Advyzon Investment Management, LLC
Capital Analysts, Inc.
Jennison Associates Llc
Michael Brady & Co., LLC
Patriot Financial Group Insurance Agency, LLC
XML Financial, LLC
Willis Investment Counsel
South Plains Financial, Inc.
Three Seasons Wealth, LLC
Bulwark Capital Corp
Seacrest Wealth Management, Llc
Baker Avenue Asset Management, LP
Frankly Finances, LLC
Wallington Asset Management, LLC
Bernardo Wealth Planning LLC
Tritonpoint Wealth, Llc
Paulson Wealth Management Inc.
Aire Advisors, Llc
Ferguson Wellman Capital Management, Inc
Plante Moran Financial Advisors, LLC
Cwm, Llc
Wiser Advisor Group LLC
Fifth Third Wealth Advisors LLC
Freedom Day Solutions, LLC
Creative Financial Designs Inc /adv
Probity Advisors, Inc.
Atlantic Private Wealth, LLC
Hsbc Holdings Plc
Rockefeller Capital Management L.P.
Glass Jacobson Investment Advisors llc
Thurston, Springer, Miller, Herd & Titak, Inc.
AE Wealth Management LLC
Bare Financial Services, Inc
Financial Solutions Advisory Group, Inc.
Excelsior Advisor Network LLC
Financial Perspectives, Inc
Diversified Portfolios, Inc.
We Are One Seven, LLC
Pathway Financial Advisors LLC
Ashton Thomas Securities, Llc
Rockwood Wealth Management, LLC
Rhl Group, Llc
Buska Wealth Management, LLC
Gilpin Wealth Management, Llc
Whalerock Point Partners, Llc
Private Wealth Management Group, LLC
Shearwater Capital LLC
Strategic Wealth Advisors LLC
Alpha Capital Advisors Inc /adv
Sonoma Allocations LLC
Sagespring Wealth Partners, Llc
Washington Trust Advisors, Inc.
Retirement Planning Group
Baker Tilly Financial, Llc
Berman McAleer LLC
All Terrain Financial Advisors, LLC
Columbus Macro, LLC
Actinver Wealth Management, Inc.
Smithfield Trust Co
Amplius Wealth Advisors, LLC
BRYN MAWR TRUST Co
Geneos Wealth Management Inc.
17 Capital Partners, Llc
Royal Bank Of Canada
RFG Advisory, LLC
Jacksonville Wealth Management, LLC
Hamilton Point Investment Advisors, LLC
Sutton Place Investors Llc
Lane Brothers & Co Inc
Impact Capital Partners LLC
Evolution Wealth Management Inc.
Instrumental Wealth, Llc
Capital Investment Management, Inc.
Facet Wealth, Inc.
Arbor Investment Advisors, LLC
Capital Advisors, Ltd. LLC
Essex Savings Bank
Partners in Financial Planning
Resources Investment Advisors, LLC.
Per Stirling Capital Management, LLC.
Bensler, LLC
Gateway Wealth Partners, LLC
Centennial Bank/AR/
National Bank Of Canada /fi/
Trust Co of the South
Resolute Wealth Advisor, Inc.
Avenue 1 Advisors, LLC
TL Private Wealth
Goelzer Investment Management, Inc.
SigFig Wealth Management, LLC
RKL Wealth Management LLC
Fft Wealth Management Llc
McIlrath & Eck, LLC
Grimes & Company, Inc.
Strategic Blueprint, LLC
Tompkins Financial Corp
Marble Wealth, LLC
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
E&G Advisors, LP
Field & Main Bank
Beacon Investment Advisory Services, Inc.
Citigroup Inc
Armstrong, Fleming & Moore, Inc
Mission Wealth Management, Lp
Measured Wealth Private Client Group, LLC
Quantinno Capital Management LP
Planned Solutions, Inc.
Rogco, Lp
U.S. Capital Wealth Advisors, LLC
Citadel Advisors Llc
Wealthbridge Capital Management, Llc
Veracity Capital LLC
Stone Point Wealth LLC
BIP Wealth, LLC
Kovitz Investment Group Partners, LLC
Petra Financial Advisors Inc
RMG Wealth Management LLC
Harbor Investment Advisory, Llc
Financial Advisory Service, Inc.
Daviman Financial, LLC
Index Technologies Group LLC
Affinity Capital Advisors, LLC
O'Connor Financial Group LLC
Flagship Harbor Advisors, Llc
First National Trust Co
Calton & Associates, Inc.
Dimension Capital Management Llc
Rothschild Investment Llc
Brasada Capital Management, Lp
HCR Wealth Advisors
Howard Capital Management Group, LLC
Kilter Group LLC
Durante & Waters, Llc
Motiv8 Investments LLC
Foster Victor Wealth Advisors, LLC
Orion Capital Management LLC
TFC Financial Management
Oak Wealth Advisors LLC
DT Investment Partners, LLC
Mairs & Power Inc
Pinkerton Retirement Specialists, LLC
Private Trust Co Na
Tradewinds, LLC.
Kestra Private Wealth Services, Llc
Capital Management Associates, Inc
Ronald Blue Trust, Inc.
G2 Capital Management, Llc / Oh
Fortitude Advisory Group L.L.C.
LiftPoint Family Wealth Advisors LLC
Johnson Investment Counsel Inc
Elevation Wealth Management LLC
Advisory Alpha, LLC
5T Wealth, LLC
BankPlus Trust Department
Sterling Investment Advisors Llc /adv
Maxele Advisors, LLC
Novare Capital Management Llc
Beto Financial Group, Llc
Mattern Wealth Management LLC
Timonier Family Office, LTD.
Morton Brown Family Wealth, LLC
Ingalls & Snyder Llc
Hilltop Holdings Inc.
Hiley Hunt Wealth Management
Napier Financial, LLC
Plancorp, LLC
SCS Capital Management LLC
Flagship Private Wealth, LLC
Awm Capital, Llc
BOS Asset Management, LLC
Fiscal Wisdom Wealth Management, LLC
Advisory Services Network, LLC
Quent Long Short Global Small Cap Fund, LP
North Star Investment Management Corp.
New Republic Capital, LLC
Integrated Advisors Network LLC
Certified Advisory Corp
AlphaCore Capital LLC
Pinnacle Wealth Management Advisory Group, LLC
Laird Norton Trust Company, Llc
Morris Retirement Advisors, LLC
Indivisible Partners
Genesis Wealth Advisors, LLC
Sigma Investment Counselors Inc
Envestnet Portfolio Solutions, Inc.
Manhattan West Asset Management, LLC
Iams Wealth Management, Llc
Callan Family Office, LLC
StoneCrest Wealth Management, Inc.
Mill Creek Capital Advisors, LLC
Fragasso Group Inc.
NewEdge Wealth, LLC
Colton Groome Financial Advisors, Llc
Michels Family Financial, LLC
CoreCap Advisors, LLC
Meridian Wealth Advisors, LLC
Peck Wealth Management, LLC
CVA Family Office, LLC
Goldstein Advisors, LLC
Monograph Wealth Advisors, Llc
Fortress Financial Group, Llc
Capital Investment Counsel, LLC
Abacus Wealth Partners, LLC
Stephens Inc /ar/
Seros Financial, LLC
Beacon Bridge Wealth Partners, LLC
NorthAvenue LLC
Alpha Financial Partners, LLC
Spire Wealth Management
Two West Capital Advisors LLC
Wealth Preservation Advisors, LLC
Crux Wealth Advisors
Avantax Planning Partners, Inc.
Cornell Pochily Investment Advisors, Inc.
Henrickson Nauta Wealth Advisors, Inc.
SK Wealth Management, LLC
Monetary Management Group Inc
Yukon Wealth Management, Inc.
Security Financial Services, INC.
AtlasMark Financial, Inc
Acorn Wealth Advisors, LLC
GAMMA Investing LLC
WoodTrust Financial Corp
Belpointe Asset Management LLC
Keebeck Wealth Management, LLC
McDonough Capital Management, Inc
Brown Brothers Harriman & Co
Shelton Wealth Management, Llc
Tiaa Trust, National Association
Moors & Cabot, Inc.
Fidelis Capital Partners, LLC
King Luther Capital Management Corp
Running Point Capital Advisors, LLC
Emerald Investment Partners, Llc
United Bank
Vanguard Advisers Inc
Summit Wealth Partners, LLC
PKS Advisory Services, LLC
Garde Capital, Inc.
Dana Investment Advisors, Inc.
Horizon Investments, LLC
Premier Path Wealth Partners, LLC
Gwn Securities Inc.
Arwa Llc
Fairvoy Private Wealth, LLC
Fortis Advisors, LLC
Windsor Advisory Group, LLC
Visionary Wealth Advisors
Lee Financial Co
First Bank & Trust
Gemmer Asset Management LLC
First Trust Advisors Lp
Pnc Financial Services Group, Inc.
Azimuth Capital Investment Management LLC
Kaydan Wealth Management, Inc.
Perfromance Wealth Partners, LLC
Jones Financial Companies Lllp
Sentinus, LLC
Parsons Capital Management Inc/ri
Dynasty Wealth Management, Llc
First Merchants Corp
Goldman Sachs Group Inc
Planning Center, Inc.
Optima Capital Llc
Intesa Sanpaolo Wealth Management
Northern Trust Corp
First Western Trust Bank
Strategic Family Wealth Counselors, L.L.C.
Blackston Financial Advisory Group, LLC
Quintet Private Bank (Europe) S.A.
Concorde Asset Management, LLC
Signature Equity Partners, LLC
Merkkuri Wealth Advisors LLC
Scarborough Advisors, LLC
Hilltop National Bank
Lido Advisors, LLC
ADG Wealth Management Group, LLC
Breakwater Capital Group
Sax Wealth Advisors, Llc
Investment Advisory Group, LLC
Gerber Kawasaki Wealth & Investment Management
Alpine Bank Wealth Management
Sonata Capital Group Inc
Cove Private Wealth, LLC
First National Bank Sioux Falls
CRA Financial Services, LLC
Braeburn Wealth Management LLC
waypoint wealth counsel
Woodard & Co Asset Management Group Inc /adv
AlTi Global, Inc.
Crews Bank & Trust
Godfrey Financial Associates, Inc.
ASL Financial, LLC
Burkett Financial Services, Llc
Tiaa-cref Individual & Institutional Services, Llc
Glenmede Trust Co Na
Howard Capital Management Inc.
Fiduciary Alliance LLC
Integrity Wealth Partners, LLC
Insight Advisors, LLC/ PA
Harbor Group, Inc.
Jaffetilchin Investment Partners, LLC
Gallacher Capital Management LLC
Buckingham Strategic Partners
Archer Investment Corp
McHugh Group, LLC
Oregon Pacific Wealth Management, LLC
Enclave Advisors LLC
Raleigh Capital Management Inc.
PAX Financial Group, LLC
Fourth Dimension Wealth, LLC
Modern Wealth Management, LLC
Neumann Capital Management, LLC
Atlas Brown,Inc.
Founders Financial Alliance, LLC
Wealthcare Capital Management Llc
Market Street Wealth Management Advisors Llc
Paradigm, Strategies in Wealth Management, LLC
Cliftonlarsonallen Wealth Advisors, Llc
Gilliland Jeter Wealth Management LLC
Soltis Investment Advisors LLC
Quent Capital, LLC
TMB Capital Partners, LLC
Calamos Wealth Management LLC
Vestmark Advisory Solutions, Inc.
Charter Oak Capital Management, LLC
Toth Financial Advisory Corp
Greenwood Gearhart Inc
Gables Capital Management Inc.
Evergreen Private Wealth LLC
SOUTH STATE Corp
Curtis Advisory Group, LLC
RMB Capital Management, LLC
MFA Wealth Services
Riverstone Advisors, LLC
Financial Partners Group, Inc
Harvest Investment Services, LLC
McAdam, LLC
Community Bank, N.A.
Qrg Capital Management, Inc.
Red Tortoise LLC
Argent Trust Co
Everest Management Corp.
Mosaic Advisors LLC
Southern Michigan Bank & Trust
Entrust Financial Llc
SYM FINANCIAL Corp
Bank of New Hampshire
North Berkeley Wealth Management, LLC
LifeSteps Financial, Inc.
Element Pointe Advisors, Llc
Center for Financial Planning, Inc.
WealthTrak Capital Management LLC
Montag A & Associates Inc
Swp Financial Llc
Bartlett & Co. Wealth Management Llc
City State Bank
Tidemark, LLC
White Pine Capital Llc
Palisade Asset Management, LLC
Captrust Financial Advisors
Bank Of Stockton
Chicago Partners Investment Group LLC
Unify Financial Advisors
Laffer Investments
Magnolia Private Wealth, LLC
Winslow Capital Management, LLC
Meramec Financial Planners, LLC
Alta Wealth Advisors LLC
Ktf Investments, Llc
Trust Co Of Vermont
Grove Bank & Trust
Aspect Partners, LLC
Conservest Capital Advisors, Inc.
Summit Wealth Group Llc / Co
Resurgent Financial Advisors LLC
Investment Partners, Ltd.
Steel Peak Wealth Management LLC
Summit Wealth Group, LLC
Adirondack Capital Advisors, LLC
Horst & Graben Wealth Management LLC
KWB Wealth
Guyasuta Investment Advisors Inc
Axim Planning & Wealth
Polianta Ltd
Balentine LLC
Cullen/frost Bankers, Inc.
OFS Enterprise LLC
Bnp Paribas Arbitrage, Sa
Everhart Financial Group, Inc.
Lloyd Advisory Services, LLC.
Howard Wealth Management, Llc
Krm Wealth Management L.l.c.
Krs Capital Management, Llc
CWS Financial Advisors, LLC
Westmount Partners, LLC
Key Capital Management, INC
Janney Montgomery Scott LLC
WealthPLAN Partners, LLC
ORG Wealth Partners, LLC
Benjamin Edwards Inc
Fermata Advisors, LLC
Vantage Point Financial LLC
Archetype Wealth Partners
Total Wealth Planning, Llc
Greenspring Advisors, LLC
Marshall Investment Management, Llc
Lockerman Financial Group, Inc.
Bank of Jackson Hole Trust
Clear Investment Research, Llc
Schoolcraft Capital LLC
WT Wealth Management
Gallagher Fiduciary Advisors, LLC
Essex Financial Services, Inc.
Sage Financial Group Inc
Horizons Wealth Management
Founders Financial Securities Llc
St Germain D J Co Inc
Nottingham Advisors, Inc.
Chancellor Financial Group WB LP
Van Hulzen Asset Management, LLC
REAP Financial Group, LLC
Western Wealth Management, LLC
Nbc Securities, Inc.
Midwest Trust Co
Fairview Capital Investment Management, Llc
Catalina Capital Group, LLC
Apollon Wealth Management, LLC
Cassaday & Co Wealth Management LLC
Basepoint Wealth LLC
S&co Inc
Comerica Bank
Mountain Capital Investment Advisors, Inc
Investment Partners Asset Management, Inc.
Cfm Wealth Partners Llc
Kuhn & Co Investment Counsel
MKT Advisors LLC
Catalytic Wealth RIA, LLC
Financial Freedom, LLC
Stephen J. Garry & Associates, Llc
Hyundai Investments Co., Ltd.
Park National Corp /oh/
Spirepoint Private Client, Llc
Journey Advisory Group, LLC
Rhumbline Advisers
IFC Advisors LLC
Winthrop Capital Management, LLC
Belvedere Trading LLC
Stirlingshire Investments, Inc.
StoneX Group Inc.
Nwam Llc
Sofi Wealth, Llc
Atlantic Union Bankshares Corp
Ogorek Anthony Joseph /ny/ /adv
Magnus Financial Group LLC
Kirtland Hills Capital Management, Llc
Kingdom Financial Group LLC.
Trilogy Capital Inc.
Oppenheimer & Co Inc
Black Swift Group, LLC
Victory Capital Management Inc
Beacon Advisors Holdings, Llc
Ritholtz Wealth Management
Menard Financial Group LLC
Koss-Olinger Consulting, LLC
Highland Capital Management, Llc
LTG Capital LLC
Financial Management Network Inc
Mma Asset Management Llc
Signal Advisors Wealth, LLC
HORAN Wealth, LLC
49 Wealth Management, Llc
Zuckerman Investment Group, LLC
B.O.S.S. Retirement Advisors, LLC
Ellenbecker Investment Group
Gladstone Institutional Advisory LLC
Hubbell Strickland Wealth Management, LLC
Vident Advisory, LLC
Ullmann Financial Group, Inc.
Savant Capital, LLC
Black Diamond Financial, LLC
BAM Wealth Management, LLC
Capital Investment Advisory Services, LLC
Pinnacle Financial Group, LLC / IL
Taylor Financial Group, Inc.
Laurel Oak Wealth Management, Llc
Northeast Investment Management
Perigon Wealth Management, LLC
Punch & Associates Investment Management, Inc.
Verity Asset Management, Inc.
Kozak & Associates, Inc.
Objective Capital Management, LLC
Koesten, Hirschmann & Crabtree, INC.
Diversified Enterprises, LLC
Oxford Wealth Group, LLC
Klaas Financial Asset Advisors, LLC
Ballast Advisors Llc
FORM Wealth Advisors, LLC
TrueWealth Financial Partners
MJT & Associates Financial Advisory Group, Inc.
Pinnacle Wealth Planning Services, Inc.
Cetera Investment Advisers
M Holdings Securities, Inc.
Clarity Asset Management, Inc.
Endeavor Private Wealth, Inc.
Peoples Bank /oh
Frazier Financial Advisors, LLC
Expressive Wealth LLC
Life Line Wealth Management Llc
Kraft, Davis & Associates, LLC
Sendero Wealth Management, LLC
Northland Securities, Inc.
Dynamic Financial Group
Blue Capital, Inc.
Td Private Client Wealth Llc
Patriot Investment Management Inc.
Regal Investment Advisors LLC
MGB Wealth Management, LLC
Axis Wealth Partners, LLC
LexAurum Advisors, LLC
Bluesphere Advisors, LLC
WealthCare Investment Partners, LLC
Vivaldi Capital Management, LLC
Ntv Asset Management Llc
Evergreen Capital Management Llc
Arcadia Investment Management Corp/mi
GSB Wealth Management, LLC
Investor's Fiduciary Advisor Network, LLC
Professional Financial Advisors, LLC
Kagan Cocozza Asset Management
Wimmer Associates 1, Llc
Stifel Financial Corp
Chapin Davis, Inc.
Tucker Asset Management Llc
Austin Private Wealth, LLC
Integrated Wealth Concepts LLC
Fundamentun, Llc
Halbert Hargrove Global Advisors, Llc
Blue Chip Partners, Inc.
Avestar Capital, LLC
EP Wealth Advisors, Inc.
SB Capital Management Inc
Gradient Investments LLC
Peterson Wealth Advisors, LLC
Brown, Lisle/cummings, Inc.
Keystone Wealth Services, LLC
Imprint Wealth LLC
First PREMIER Bank
Diversified Trust Co
Pitcairn Wealth Advisors LLC
Monticello Wealth Management, Llc
Aurdan Capital Management, LLC
Chemistry Wealth Management LLC
Triumph Capital Management
Conning Inc.
Phillips Financial Management, Llc
Montecito Bank & Trust
Basso Capital Management, L.p.
Aptus Capital Advisors, LLC
Parkway Wealth Management Group, LLC
Baron Wealth Management LLC
HighMark Wealth Management LLC
Garrett Investment Advisors LLC
Stelac Advisory Services LLC
RWM Asset Management, LLC
Arbor Trust Wealth Advisors, Llc
Thrive Wealth Management, LLC
Whittier Trust Co Of Nevada Inc
Heritage Wealth Advisors
Wescott Financial Advisory Group, LLC
Keel Point, LLC
Hoese & Co LLP
Emergent Wealth Advisors, LLC
Citizens Financial Group Inc/ri
Whittier Trust Co
Legacy Capital Group California, Inc.
Blankinship & Foster, LLC
BLB&B Advisors, LLC
Holos Integrated Wealth LLC
Cypress Capital Group
Financial Life Advisors
Hilltop Wealth Advisors, Llc
Gen-Wealth Partners Inc
Heritage Family Offices, LLP
Intrust Bank Na
BCU Wealth Advisors, LLC
High Falls Advisors, Inc
Guidance Point Advisors, LLC
Annis Gardner Whiting Capital Advisors, LLC
Pacific Sun Financial Corp
Seascape Capital Management
Avid Wealth Partners LLC
Abound Wealth Management
McLean Asset Management Corp
Gts Securities Llc
Tripletail Wealth Management, LLC
M3 Advisory Group, LLC
Frontier Asset Management, LLC
Apeiron RIA LLC
Guardian Financial Partners, LLC
Summit Financial Wealth Advisors, LLC
FineMark National Bank & Trust
BKM Wealth Management, LLC
Johnson Financial Group, LLC
Carret Asset Management, Llc
Wealth Watch Advisors, INC
Hartland & Co., LLC
SageView Advisory Group, LLC
Armstrong Advisory Group, Inc
Ascension Capital Advisors, Inc.
Strategic Point Investment Advisors, LLC
XY Planning Network, Inc.
Twin Peaks Wealth Advisors, LLC
Mitchell Mcleod Pugh & Williams Inc
Guidance Capital, Inc
Keenan, LLC
Foguth Wealth Management, LLC.
Allred Capital Management, LLC
BankChampaign, National Association
Wealthspan Partners, Llc
Little House Capital Llc
Aspire Capital Advisors LLC
Connecticut Wealth Management, LLC
United Asset Strategies, Inc.
Genesis Financial Group, LLC
Midland Wealth Advisors Llc
Harel Insurance Investments & Financial Services Ltd.
Cypress Wealth Services, LLC
Sageworth Trust Co
Great Lakes Retirement, Inc.
LongView Wealth Management
Guardian Wealth Advisors, Llc / Nc
Riverbend Wealth Management, LLC
TCP Asset Management, LLC
Morris Financial Concepts, Inc.
Fusion Capital, LLC
MSH Capital Advisors LLC
Fisher Asset Management, LLC
Alvarez & Marsal Private Wealth Partners, LLC
Arcadia Investment Advisors Llc
Advisor OS, LLC
Oak Harvest Investment Services
Tower Research Capital LLC (TRC)
Grand Wealth Management, Llc
Burney Co/
Independent Financial Group, Llc
Pallas Capital Advisors LLC
Prime Capital Investment Advisors, LLC
Rodgers & Associates, LTD
Bbr Partners, Llc
Magnolia Wealth Management, LLC
Meeder Advisory Services, Inc.
Silvercrest Asset Management Group Llc
Watershed Private Wealth Llc
Fiduciary Trust Co
Cape Ann Savings Bank
RMR Wealth Builders
Betterment LLC
Lakeridge Wealth Management LLC
Vanguard National Trust Co
Moody Lynn & Lieberson, Llc
Signature Wealth Management Partners, LLC
Aventura Private Wealth, LLC
Finley Financial, LLC
Verdence Capital Advisors LLC
Green Harvest Asset Management LLC
WNY Asset Management, LLC
Signature Estate & Investment Advisors Llc
Resources Management Corp /ct/ /adv
Focused Alpha, Llc
Three Cord True Wealth Management, LLC
Hollencrest Capital Management
Evolution Wealth Advisors, LLC
Matthew Goff Investment Advisor, LLC
Cosner Financial Group, LLC
Yanni & Associates Investment Advisors, LLC
LMG Wealth Partners, LLC
Hoxton Planning & Management, LLC
Rockbridge Investment Management, LCC
Farther Finance Advisors, LLC
Baird Financial Group, Inc.
Trust Co Of Toledo Na /oh/
Aegis Wealth Management, Inc.
Westover Capital Advisors, LLC
Allspring Global Investments Holdings, LLC
Stokes Family Office, LLC
Capstone Triton Financial Group, LLC
Vanguard Group Inc
Natixis Advisors, L.p.
Simplicity Wealth,LLC
Capital Group Private Client Services, Inc.
Tarbox Family Office, Inc.
Oarsman Capital, Inc.
Optiver Holding B.V.
LaFleur & Godfrey LLC
Meridian Wealth Management, LLC
Merit Financial Group, LLC
Charles Schwab Investment Management Inc
David J Yvars Group
VSM Wealth Advisory, LLC
Capital Advisors Inc/ok
Wsfs Capital Management, Llc
Mainstream Capital Management LLC
Chesley Taft & Associates LLC
Quest 10 Wealth Builders, Inc.
Helen Stephens Group, LLC
Solano Wealth Investment Advisors LLC
Regimen Wealth, Llc
Institute for Wealth Management, LLC.
Caldwell Trust Co
Two Sigma Investments, Lp
Summit Financial Consulting LLC
Maple Capital Management, Inc.
Arch Global Advisors, LLC
Inscription Capital, LLC
Summit Financial, LLC
Petix & Botte Co
Canal Capital Management, LLC
Royal Fund Management, LLC
Joel Isaacson & Co., LLC
BDFS Capital LLC
Coign Capital Advisors LLC
West Wealth Group, LLC
Center For Asset Management LLC
Evercore Wealth Management, LLC
Independent Wealth Network Inc.
Capital Asset Managemnet, LLC
Renasant Bank
Howe & Rusling Inc
Storen Legacy Partners, LLC
Cornerstone Planning Group LLC
Independence Bank of Kentucky
SHP Wealth Management
Sigma Planning Corp
NorthStar Asset Management LLC /NJ/
Texas Yale Capital Corp.
Bay Harbor Wealth Management, LLC
Beacon Pointe Advisors, LLC
Fortis Capital Advisors, LLC
Ausdal Financial Partners, Inc.
Comprehensive Financial Planning, Inc./PA
Western Financial Corp/CA
Montis Financial, LLC
Ankerstar Wealth, LLC
Blalock Williams, Llc
Longview Financial Advisors, Inc.
Manning & Napier Advisors Llc
Adviser Investments LLC
GoalVest Advisory LLC
Indiana Trust & Investment Management CO
Madson Wealth Advisors Inc
TCTC Holdings, LLC
Bank Of Hawaii
Evelyn Partners Investment Management (Europe) Ltd
Ubs Asset Management Americas Inc
Bauman Advisory Group, LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Private Advisory Group LLC
Noble Wealth Management PBC
National Asset Management, Inc.
Laurel Wealth Planning LLC
Argos Wealth Advisors, LLC
Secure Asset Management, LLC
Sierra Capital LLC
Wealthstar Advisors, Llc
Tulsa Wealth Advisors, INC
Key FInancial Inc
Milestone Asset Management, Llc
Rik Saylor Financial, Inc.
Benson Wealth Management INC
Townsend Asset Management Corp /nc/ /adv
FSM Wealth Advisors, LLC
WealthPoint Financial, LLC
Fonville Wealth Management LLC
Mesirow Financial Investment Management, Inc.
Core Wealth Advisors, Llc
Lansing Street Advisors
Twin Focus Capital Partners, Llc
IFP Advisors, Inc
Old North State Trust, LLC
Deutsche Bank Ag\
Wolff Wiese Magana Llc
Brown Advisory Inc
Stiles Financial Services Inc
CGC Financial Services, LLC
Archer Investment Management, LLC
Dominguez Wealth Management Solutions, Inc.
Redwood Investment Management, Llc
Chilton Capital Management Llc
Asset One Wealth Management LLC
Cherry Tree Wealth Management, LLC
Canvas Wealth Advisors, LLC
Eagle Strategies LLC
Roble, Belko & Company, Inc
IFG Advisors, LLC
Prosperity Wealth Management, Inc.
Zhang Financial LLC
Coyle Financial Counsel LLC
Bradley Foster & Sargent Inc/ct
Hicks Capital Management Llc
Good Harbor Advisors, Inc.
Cornerstone Planning, LLC
Hilton Head Capital Partners, LLC
Strategy Asset Managers Llc
Texas Capital Bank Wealth Management Services Inc
Dogwood Wealth Management LLC
Global Strategic Investment Solutions, LLC
United Advisor Group, LLC
Newbridge Financial Services Group, Inc.
Raab & Moskowitz Asset Management LLC
Bouvel Investment Partners, LLC
Eldridge Investment Advisors, Inc.
Mpwm Advisory Solutions, Llc
Genesee Capital Advisors, LLC
Sei Investments Co
Integrity Advisory Solutions, LLC
CWC Advisors, LLC.
Amarillo National Bank
Intergy Private Wealth, LLC
Coastline Complete Wealth LLC
GreatBanc Trust CO
West Branch Capital LLC
Salus Financial Advisors, LLC
Marshall & Sterling Wealth Advisors Inc.
Kelly Financial Services LLC
Woodmont Investment Counsel Llc
Burke & Herbert Bank & Trust Co
M1 Capital Management LLC
Gutierrez Wealth Advisory, LLC
Creative Capital Management Investments LLC
American Trust
Greenleaf Trust
Quotient Wealth Partners, LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Cardinal Strategic Wealth Guidance
Buck Wealth Strategies, LLC
First Nebraska Trust Co
Core Wealth Management, Inc.
Exencial Wealth Advisors, Llc
Custom Index Systems, Llc
Sapient Capital Llc
Helium Advisors LLC
Tfo-tdc, Llc
Scotia Capital Inc.
DiNuzzo Private Wealth, Inc.
Formulate Financial Llc
Kayne Anderson Rudnick Investment Management Llc
Mathes Company, Inc.
Chesapeake Asset Management Llc
Old National Bancorp /in/
Bangor Savings Bank
Capital Advisors Wealth Management, LLC
JSF Financial, LLC
Cary Street Partners Financial Llc
Pathstone Holdings, LLC
Hallmark Capital Management Inc
Arete Wealth Advisors, LLC
Droms Strauss Advisors Inc /mo/ /adv
Skopos Labs, Inc.
Valley National Advisers Inc
Atlas Capital Advisors Llc
GEN Financial Management, INC.
PSI Advisors, LLC
Patton Albertson Miller Group, Llc
Addison Advisors LLC
Neuberger Berman Group LLC
Melfa Wealth Management, Llc
Two Sigma Securities, Llc
Davis R M Inc
Holland Advisory Services, Inc.
Portfolio Resources Advisor Group, Inc.
Processus Wealth & Capital Management, LLC
SNS Financial Group, LLC
Gordian Advisors LLC
Beacon Financial Group
Americana Partners, LLC
Kovack Advisors, Inc.
Trustmark National Bank Trust Department
Level Four Advisory Services, Llc
RCS Financial Planning, LLC
Navalign, LLC
Providence Capital Advisors, LLC
180 Wealth Advisors, Llc
Narwhal Capital Management
Childress Capital Advisors, Llc
Elm Partners Management LLC
Single Point Partners, LLC
GenWealth Group, Inc.
Hrt Financial Lp
Steward Partners Investment Advisory, Llc
Shared Vision Wealth Group LLC
Journey Strategic Wealth Llc
Morling Financial Advisors, LLC
Atomi Financial Group, Inc.
Segment Wealth Management, LLC
Newman Dignan & Sheerar, Inc.
Jackson Hole Capital Partners, LLC
Umb Bank N A/mo
VisionPoint Advisory Group, LLC
Wellington Grp LLC
Whitcomb & Hess, Inc.
O'shaughnessy Asset Management, Llc
Idaho Trust Bank
Mutual Advisors, LLC
Bank Of America Corp /de/
Wealthfront Advisers Llc
Ai Financial Services Llc
Koshinski Asset Management, Inc.
Roundview Capital LLC
Farmers National Bank
Bank Of Montreal /can/
Welch & Forbes Llc
Bill Few Associates, Inc.
Sanctuary Advisors, LLC
Hobbs Wealth Management, LLC
Migdal Insurance & Financial Holdings Ltd.
Portland Global Advisors LLC
Ledyard National Bank
Oxler Private Wealth LLC
Norden Group Llc
Quartz Partners, LLC
Balboa Wealth Partners
Principle Wealth Partners Llc
First Heartland Consultants, Inc.
Sound Income Strategies, LLC
Interchange Capital Partners, LLC
Eq Llc
Russell Investments Group, Ltd.
GLOBALT Investments LLC / GA
Graney & King, LLC
C M Bidwell & Associates Ltd
MidAtlantic Capital Management, Inc.
TCG Advisory Services, LLC
Savvy Advisors, Inc.
Truefg, Llc
Rossmore Private Capital
Round Rock Advisors, LLC
Blue Bell Private Wealth Management, Llc
Transcendent Capital Group LLC
Chesapeake Wealth Management
Kapstone Financial Advisors LLC
McKinley Carter Wealth Services, Inc.
Powell Investment Advisors, LLC
BancorpSouth Bank
BTC Capital Management, Inc.
Prosperity Consulting Group, LLC
Pictet North America Advisors SA
Guardian Capital, LLC
Financial Advisors Network, Inc.
Saxon Interests, Inc.
WESPAC Advisors, LLC
Rice Partnership, LLC
Absolute Capital Management, LLC
Regatta Capital Group, Llc
Keybank National Association/oh
Bank Of Nova Scotia
Canandaigua National Bank & Trust Co
Optivise Advisory Services LLC
Golden State Wealth Management, LLC
CI Private Wealth, LLC
Nicolet Bankshares Inc
Southern Capital Advisors, Llc
Dorsey & Whitney Trust CO LLC
MWA Asset Management
OMNI 360 Wealth, Inc.
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Evanson Asset Management, LLC
Bank OZK
Ancora Advisors, LLC
Private Advisor Group, LLC
Turtle Creek Wealth Advisors, LLC
Jfs Wealth Advisors, Llc
Elevated Financial Group LLC
GGM Financials LLC
Horizon Wealth Management, LLC
Regions Financial Corp
Jackson, Grant Investment Advisers, Inc.
Sankala Group LLC
Vision Retirement, LLC
Align Financial, LLC
Nicolet Advisory Services, Llc
SkyOak Wealth, LLC
TD Waterhouse Canada Inc.
Forum Private Client Group LLC
Peregrine Asset Advisers, Inc.
Alpha Cubed Investments, LLC
West Paces Advisors Inc.
CAPROCK Group, Inc.
Saxony Capital Management, LLC
United Services Automobile Association
Asset Dedication, LLC
Oldfather Financial Services, LLC
Caitlin John, LLC
Modera Wealth Management, LLC
Sequent Planning LLC
Lifestyle Asset Management, Inc.
LifePlan Investment Advisors, Inc.
Detalus Advisors, LLC
Qube Research & Technologies Ltd
Wealth Enhancement Advisory Services, Llc
JT Stratford LLC
SevenBridge Financial Group, LLC
WealthPlan Investment Management, LLC
Centaurus Financial, Inc.
Elevation Advisory Partners LLC
PUREfi Wealth, LLC
Cornerstone Advisory, LLC
PFG Investments, LLC
Heritage Financial Services, LLC
Security National Bank
One Wealth Management Investment & Advisory Services, LLC
SMART Wealth LLC
Caliber Wealth Management, LLC / KS
Klingman & Associates, LLC
Strategic Advisory Partners, Llc
Fort Point Capital Partners LLC
Legend Capital Advisors LLC
Aspire Private Capital, LLC
6th Street Advisors, LLC
Financial Network Wealth Advisors LLC
Brandywine Oak Private Wealth Llc
Colony Group, LLC
Front Row Advisors LLC
Nbt Bank N A /ny
Consilio Wealth Advisors, Llc
Equitable Holdings, Inc.
Great Valley Advisor Group, Inc.
North Forty Two & Co.
Pflug Koory, LLC
First Citizens Financial Corp
Ameritas Investment Partners, Inc.
Tempus Wealth Planning, LLC
GeoWealth Management, LLC
Carl P. Sherr & Co., LLC
Canopy Partners, LLC
DV Trading LLC
Adirondack Trust Co
Black Cypress Capital Management, LLC
Triad Wealth Partners, LLC
Sage Financial Management Group, Inc.
Total Clarity Wealth Management, Inc.
May Hill Capital, LLC
Blair William & Co/il
Signet Financial Management, Llc
Reynders McVeigh Capital Management, LLC
Marino, Stram & Associates Llc
Delos Wealth Advisors, LLC
BOK Financial Private Wealth, Inc.
Sherman Porfolios, Llc
SilverOak Wealth Management LLC
Swmg, Llc
Montz Harcus Wealth Management LLC
Gleason Group, Inc.
Kennicott Capital Management Llc
Garrison Point Advisors, Llc
Talisman Wealth Advisors LLC
Legacy Financial Strategies, LLC
Asempa Wealth Advisors
BKD Wealth Advisors, LLC
RDA Financial Network
Edgemoor Investment Advisors, Inc.
Eclectic Associates Inc /adv
Mosaic Family Wealth Partners, Llc
Your Advocates Ltd., LLP
DecisionPoint Financial, LLC
Advocacy Wealth Management Services, LLC
CNB Bank
J. Safra Sarasin Holding AG
Clear Creek Financial Management, LLC
Carbahal Olsen Financial Services Group, LLC
Stordahl Capital Management, Inc.
Argentarii, LLC
Grandfield & Dodd, Llc
Curtis Wealth Management Llc
United Community Bank
Bfsg, Llc
KPP Advisory Services LLC
Silver Grove Financial Group, Inc.
Raymond James Financial Inc
Farmers & Merchants Investments Inc
Newton One Investments LLC
Samalin Investment Counsel, LLC
Higgins & Schmidt Wealth Strategies LLC
Bruce G. Allen Investments, LLC
Voisard Asset Management Group, Inc.
ETF Portfolio Partners, Inc.
Tradition Wealth Management, LLC
Lantz Financial LLC
Plan A Wealth LLC
Clarendon Private LLC
Scissortail Wealth Management, LLC
Capital Advantage, Inc.
Mosley Wealth Management
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Stegner Investment Associates Inc.
Glassman Wealth Services
Cahaba Wealth Management, Inc.
Shira Ridge Wealth Management
Roan Capital Partners
Old Port Advisors
FSR Wealth Management Ltd.
Fedenia Advisers LLC
D'Orazio & Associates, Inc.
Gray Private Wealth, LLC
Sprinkle Financial Consultants LLC
Warren Averett Asset Management, LLC
Zacks Investment Management
Pacific Point Advisors, LLC
Clark Financial Services Group Inc /bd
Ritter Daniher Financial Advisory LLC / DE
Integrity Alliance, Llc.
Highline Wealth Partners Llc
Valmark Advisers, Inc.
Inspire Advisors, LLC
Birchwood Financial Partners, Inc.
Diversified Management Inc
Integrated Wealth Management
Blue Zone Wealth Advisors, LLC
Ignite Planners, LLC
Ramiah Investment Group
Foster Dykema Cabot & Partners, Llc
AssuredPartners Investment Advisors, LLC
Old Second National Bank Of Aurora
Arrow Investment Advisors, LLC
Mallini Complete Financial Planning LLC
Pullen Investment Management, LLC
Kmg Fiduciary Partners, Llc
Smartleaf Asset Management LLC
Principal Financial Group Inc
Geneva Partners, LLC
CWA Asset Management Group, LLC
GenTrust, LLC
Reyes Financial Architecture, Inc.
Bleakley Financial Group, LLC
Money Concepts Capital Corp
DAVENPORT & Co LLC
Smith Chas P & Associates Pa Cpas
TRUE Private Wealth Advisors
Nemes Rush Group LLC
CENTRAL TRUST Co
Peapack Gladstone Financial Corp
Pacific Financial Group Inc
Crew Capital Management, Ltd.
Busey Wealth Management
Relyea Zuckerberg Hanson LLC
IAG Wealth Partners, LLC
Mercer Global Advisors Inc /adv
Compton Wealth Advisory Group, LLC
Flagship Wealth Advisors, Llc
Walsh & Associates, LLC
Manchester Capital Management LLC
Staley Capital Advisers Inc
Keating Financial Advisory Services, Inc.
Strathmore Capital Advisors, Inc.
Harvey Capital Management Inc
SwitchPoint Financial Planning, LLC
Brookwood Investment Group LLC
Daybright Advisory Services, Inc.
Guardian Wealth Advisors, LLC
IHT Wealth Management, LLC
Tactive Advisors, LLC
Confluence Wealth Services, Inc.
LaSalle St. Investment Advisors, LLC
Bowman & Co S.C.
Fulcrum Equity Management
Net Worth Advisory Group
W Advisors, Llc
Pacifica Partners Inc.
Family Management Corp
Clarity Capital Advisors, LLC
Bellwether Advisors, LLC
Archford Capital Strategies, LLC
Willner & Heller, Llc
Enzi Wealth
Financial Insights, Inc.
Beese Fulmer Investment Management, Inc.
First American Trust, Fsb
Bush Investment Group, Llc
Advisor Group Holdings, Inc.
Kingsview Wealth Management, LLC
JNBA Financial Advisors
Frisch Financial Group, Inc.
SAM Advisors, LLC
Schneider Downs Wealth Management Advisors, LP
Clearwave Capital, LLC
Mattern Capital Management, Llc
Robertson Stephens Wealth Management, LLC
Investment Research & Advisory Group, Inc.
Leonard Rickey Investment Advisors P.L.L.C.
Northwest Bancshares, Inc.
Colorado Capital Management, Inc.
TSA Wealth Managment LLC
MBA Advisors LLC
Capital Square, LLC
Bogart Wealth, LLC
Montchanin Asset Management, Llc
Verus Capital Partners, Llc
Transamerica Financial Advisors, Inc.
Coastal Investment Advisors, Inc.
Keystone Financial Group
Brand Asset Management Group, Inc.
Insigneo Advisory Services, Llc
Beacon Investment Advisors Llc
Ccg Wealth Management, Llc
Patten & Patten Inc/tn
NorthLanding Financial Partners, LLC
Gamco Investors, Inc. Et Al
Quadrant Private Wealth Management, LLC
Capital Investment Counsel, Inc
Elevated Capital Advisors, LLC
Hantz Financial Services, Inc.
Curbstone Financial Management Corp
OneAscent Financial Services LLC
Northwest Financial Advisors
Madrona Financial Services, LLC
CoreFirst Bank & Trust
Proathlete Wealth Management Llc
Colonial Trust Advisors
United Financial Planning Group LLC
Level Wealth Management LLC
Pacific Excel Wealth Advisors, Inc.
Moneywise, Inc.
Integris Wealth Management, LLC
AMG National Trust Bank
Chapman Financial Group, Llc
Kohmann Bosshard Financial Services, LLC
Cape Investment Advisory, Inc.
Ellevest, Inc.
Avion Wealth
UBS Group AG
Sfmg, Llc
Assetmark, Inc
Cambridge Financial Group, LLC
Aqr Capital Management Llc
Morgan Stanley
Select Asset Management & Trust
Harbour Investments, Inc.
Alerus Financial Na
First County Bank /CT/
Impact Partnership Wealth, LLC
Strategic Equity Management
Independent Wealth Advisors LLC
USA Financial Portformulas Corp
Barrett & Company, Inc.
Murphy, Middleton, Hinkle & Parker, Inc.
Berger Financial Group, Inc
Ethos Financial Group, LLC
Anchor Investment Management, LLC
Axxcess Wealth Management, Llc
SILVER OAK SECURITIES, Inc
Madrid Wealth Management, LLC
Wbh Advisory Inc
SP Asset Management LLC
TruWealth Advisors, LLC
Leslie Global Wealth, LLC
Prudential Financial Inc
Novus Advisors, Llc
Keystone Financial Services
Mariner, LLC
C2C Wealth Management, LLC
JB Capital LLC
hemming& Wealth Management, Inc.
HFG Advisors, Inc.
1776 Wealth LLC
Edgestream Partners, L.P.
Evoke Wealth, Llc
First Citizens Bank & Trust Co
Tranquility Partners, LLC
FSA Advisors, Inc.
Apella Capital, LLC
Federation des caisses Desjardins du Quebec
Verum Partners LLC
Jane Street Group, Llc
Sound View Wealth Advisors Group, LLC
Truist Financial Corp
Consolidated Planning Corp
Kelly Financial Group Llc
Stockman Wealth Management, Inc.
Kwmg, Llc
Castle Wealth Management Llc
Balance Wealth, LLC
One Day In July LLC
Falcon Wealth Planning
Vantus Wealth LLC
Lowe Brockenbrough & Co Inc
Gotham Asset Management, LLC
Lifelong Wealth Advisors, Inc.
Wesbanco Bank Inc
Badgley Phelps Wealth Managers, LLC
Oxford Financial Group Ltd
Ballast Rock Private Wealth LLC
Barnes Pettey Financial Advisors, Llc
SGL Investment Advisors, Inc.
Traynor Capital Management, Inc.
Collier Financial
Hendershot Investments Inc.
Madison Wealth Partners, Inc
Peak Retirement Planning, Inc.
Advisors Capital Management, LLC
71 West Capital Partners
Centurion Wealth Management LLC
Verus Wealth Management, Llc
Roxbury Financial LLC
Parkside Financial Bank & Trust
Bragg Financial Advisors, Inc
Brookstone Capital Management
Acropolis Investment Management, LLC
Sage Mountain Advisors LLC
RVW Wealth, LLC
Hurlow Wealth Management Group, Inc.
Crescent Grove Advisors, LLC
Oppenheimer Asset Management Inc.
Snowden Capital Advisors LLC
Innovative Asset Advisors Group, LLC
Able Wealth Management LLC
Semus Wealth Partners LLC
St. Clair Advisors, LLC
Evolve Private Wealth, Llc
Arvest Investments, Inc.
Gerald Baker Financial Group LLC
Oakworth Capital, Inc.
Dunhill Financial, LLC
Perennial Investment Advisors, LLC
KLCM Advisors, Inc.
Chatterton & Associates Inc.
Cdkv Holdings Llc
GatePass Capital, LLC
Camden Capital, LLC
Columbia River Financial Group, LLC
Principal Securities, Inc.
M. Kraus & Co
Oxinas Partners Wealth Management LLC
Chelsea Counsel Co
Prasad Wealth Partners, LLC
New Age Alpha Advisors, LLC
Independent Solutions Wealth Management, LLC
Signature Securities Group Corporation
Brinker Capital Investments, LLC
Friday Financial
Pine Valley Investments Ltd Liability Co
Lantern Wealth Advisors, LLC
Christensen, King & Associates Investment Services, Inc.
Atria Investments Llc
Alliancebernstein L.p.
Kessler Investment Group, LLC
Howard Financial Services, Ltd.
Geometric Wealth Advisors
Vise Technologies, Inc.
Hazlett, Burt & Watson, Inc.
Annandale Capital, LLC
SRS Capital Advisors, Inc.
Motco
Inlight Wealth Management, LLC
Legacy Trust
Wells Fargo & Company/mn
Personal Cfo Solutions, Llc
Welch Group, LLC
Founders Grove Wealth Partners, Llc
Wealth Enhancement Trust Services, Inc.
Brown Miller Wealth Management, LLC
Lpwm Llc
TBH Global Asset Management, LLC
Willis Johnson & Associates, Inc.
Prism Planning Partners LLC
Human Investing LLC
Family Wealth Group, LLC
St. Louis Trust Co
Pure Financial Advisors, Inc.
Mv Capital Management, Inc.
Jpmorgan Chase & Co
Investment Management Corp /va/ /adv
Charles Schwab Trust Co
Horizon Family Wealth, Inc.
Simmons Bank
JGP Wealth Management, LLC
NWF Advisory Services Inc.
Tradewinds Capital Management, LLC
AA Financial Advisors, LLC
Sargent Investment Group, LLC
Insight Inv LLC
Hoey Investments, Inc
First Financial Bank - Trust Division
Embree Financial Group
Strive Financial Group ,LLC
American Wealth Advisors, LLC
Mascagni Wealth Management, Inc.
Encompass Wealth Advisors, Llc
Empowered Funds, LLC
Wedbush Securities Inc
Firethorn Wealth Partners, Llc
COFG Advisors, LLC
Farmers & Merchants Trust Co of Long Beach
Becker Capital Management Inc
Courage Miller Partners, LLC
M&t Bank Corp
Johnson Financial Group, Inc.
Commerce Bank
Silicon Valley Capital Partners
BancFirst Trust & Investment Management
Strategies Wealth Advisors, LLC
Rosenberg Matthew Hamilton
Polaris Investment Advisors, LLC
Capital Squared Financial LLC
Proactive Wealth Strategies LLC
Hamrick Investment Counsel, llc
Stablepoint Partners, LLC
True North Advisors, LLC
Retirement Income Solutions, Inc
Networth Advisors, LLC
Nova Wealth Management, Inc.
Prosperity Planning, Inc.
Timmons Wealth Management, LLC
FLP Wealth Management, LLC
GHP Investment Advisors, Inc.
Mengis Capital Management, Inc.
NCM Capital Management, LLC
Register Financial Advisors LLC
Opinicus Capital, Inc.
Asset Management One Co., Ltd.
Davis Capital Management
VestGen Advisors, LLC
DHJJ Financial Advisors, Ltd.
Gill Capital Partners, Llc
Headlands Technologies LLC
Brio Consultants, LLC
Gryphon Financial Partners LLC
Fulton Bank, N.a.
Alesco Advisors Llc
Arkadios Wealth Advisors
Lighthouse Financial LLC
Sageworth Trust Co of South Dakota
Mayflower Financial Advisors, LLC
Birch Hill Investment Advisors LLC
Legacy Wealth Partners, LLC
McNaughton Wealth Management, LLC
Octavia Wealth Advisors, LLC
Commonwealth Retirement Investments LLC
Towerpoint Wealth, LLC
SlateStone Wealth, LLC
Ameriprise Financial Inc
Atlantic Edge Private Wealth Management, LLC
Vigil Wealth Management, LLC
Marks Group Wealth Management, Inc
World Equity Group, Inc.
Tobias Financial Advisors, Inc.
Praetorian Wealth Management, Inc.
Webster Bank, N. A.
American National Bank
First Hawaiian Bank
PACK Private Wealth, LLC
Tudor Investment Corp Et Al
Washington Trust Bank
Pinnacle Family Advisors, LLC
Warm Springs Advisors Inc.
Fairman Group, LLC
Perkins Coie Trust Co
Brown Wealth Management, Llc
Rathbone Brothers plc
1st Source Bank
ORBA Wealth Advisors, L.L.C.
Waldron Private Wealth LLC
Capital Advisor Network LLC
Swisher Financial Concepts, Inc.
One Wealth Capital Management, Llc
Ameritas Advisory Services, LLC
First Command Advisory Services, Inc.
Smith, Moore & Co.
Ballentine Partners, LLC
Venturi Wealth Management, LLC
Vantage Financial Partners, LLC
Roman Butler Fullerton & Co
Provenance Wealth Advisors, LLC
Icon Wealth Advisors, LLC
Focused Wealth Management, Inc
Richmond Investment Services, LLC
Itau Unibanco Holding S.A.
Sandbox Financial Partners, LLC
Resolute Wealth Strategies, LLC
Larson Financial Group LLC
Fairway Wealth LLC
KERR FINANCIAL PLANNING Corp
Empower Advisory Group, LLC
Aureum Wealth Management, LLC
Davidson Trust Co
Allworth Financial LP
Park Place Capital Corp
Integrity Wealth Solutions LLC
Corundum Group, Inc.
Novem Group
Ashton Thomas Private Wealth, LLC
River Street Advisors LLC
Prospera Financial Services Inc
Strategic Financial Services, Inc,
Venture Visionary Partners LLC
SIMA Wealth Partners, LLC
Tiemann Investment Advisors, Llc
Dumont & Blake Investment Advisors Llc
SOA Wealth Advisors, LLC.
Seeds Investor Llc
CX Institutional
Beacon Financial Advisory LLC
Silverlake Wealth Management Llc
Sowell Financial Services LLC
Sagace Wealth Management LLC
Wagner Wealth Management, Corp
High Net Worth Advisory Group LLC
Cornerstone Wealth Advisors, Inc.
Murphy & Mullick Capital Management Corp
Ascent Wealth Partners, LLC
Bawa N Mallick Trust
Sovereign Financial Group, Inc.
4J Wealth Management LLC
Ffg Retirement Advisors Llc
Foundations Investment Advisors, LLC
Stock Yards Bank & Trust Co
Root Financial Partners, LLC
Beaumont Financial Advisors, LLC
Financial Engines Advisors L.L.C.
Sequoia Financial Advisors, LLC
Kestra Advisory Services, LLC
Lbmc Investment Advisors, Llc
Gibbs Wealth Management
Canandaigua National Corp
Ironwood Financial, llc
Aaron Wealth Advisors LLC
New World Advisors LLC
Capital Performance Advisors Llp
Altfest L J & Co Inc
Sunbelt Securities, Inc.
MN Wealth Advisors, LLC
Forthright Family Wealth Advisory LLC
United Capital Financial Advisers, Llc
Fmr Llc
Cresset Asset Management, LLC
Nalls Sherbakoff Group, Llc
Lakeshore Financial Planning, Inc.
R. W. Roge & Company, Inc.
Wiley Bros.-aintree Capital, Llc
Legacy Private Trust Co.
Cornerstone Wealth Management, LLC
Allegheny Financial Group LTD
Synergy Investment Management, LLC
Kickstand Ventures, Llc.
Van Diest Capital, LLC
HMS Capital Management, LLC
BlackRock, Inc.
Team Financial Group, LLC
First Foundation Advisors
Kingswood Wealth Advisors, Llc
True Link Financial Advisors, LLC
XTX Topco Ltd
Curated Wealth Partners LLC
Green Ridge Wealth Planning LLC
Global Retirement Partners, LLC
Armis Advisers, LLC
Meridian Wealth Partners, LLC
Putnam Fl Investment Management Co
Sovereign Investment Advisors, LLC
Etesian Wealth Advisors, Inc.
Minot DeBlois Advisors LLC
Highview Capital Management LLC/DE/
Accretive Wealth Partners, LLC
Trail Ridge Investment Advisors, LLC
Arvest Bank Trust Division
Shepherd Kaplan Krochuk, Llc
May Barnhard Investments LLC
Change Path, LLC
Mechanics Financial Corp
PFS Partners, LLC
Beaton Management Co. Inc.
One Wealth Advisors, LLC
Cambient Family Office, Llc
Catalyst Financial Partners Llc
Burk Holdings LLC
IMA Wealth, Inc.
N.E.W. Advisory Services LLC
Truepoint, Inc.
Westwood Holdings Group Inc
Allium Financial Advisors, Llc
Loomis Sayles & Co L P
Signaturefd, Llc
Coastal Bridge Advisors, LLC
Stage Harbor Financial, Llc
EFG International AG
Next Level Private LLC
Stone Wealth Partners
Global Wealth Management Investment Advisory, Inc.
LVZ Advisors, Inc.
Apollon Financial, LLC
ProVise Management Group, LLC
American Financial Advisors, LLC
United Bank
Churchill Financial Advisors, LLC
ABLE Financial Group, LLC
Clientfirst Wealth Management, LLC
Ehrlich Financial Group
Nicollet Investment Management, Inc.
Wellspring Financial Advisors, LLC
LJI Wealth Management, LLC
Francis Financial, Inc.
Moss Adams Wealth Advisors LLC
Schrum Private Wealth Management LLC
One Capital Management, LLC
Miracle Mile Advisors, LLC
Price T Rowe Associates Inc /md/
Cassilly Financial Group LLC
Duncker Streett & Co Inc
Jag Capital Management, Llc
Richards, Merrill & Peterson, Inc.
HB Wealth Management, LLC
Eastern Bank
Calamos Advisors LLC
Pinnacle Financial Partners, Inc.
RiverFront Investment Group, LLC
Dynamic Advisor Solutions LLC
Holistic Planning, LLC
Ameriflex Group, Inc.
HHM Wealth Advisors, LLC
Meridian Management Co
Accredited Investor Services, Llc
Sofos Investments, Inc.
D.a. Davidson & Co.
Charter Trust Co
Hudson Capital Management LLC
Fifth Third Securities, Inc.
James J. Burns & Company, LLC
Quadrant Capital Group Llc
FSC Wealth Advisors, LLC
Huntington National Bank
Paladin Advisory Group, LLC
TIAA Wealth Investment Management LLC
Riversedge Advisors, Llc
Valeo Financial Advisors, LLC
MONECO Advisors, LLC
Angeles Wealth Management, Llc
Bokf, Na
Cim, Llc
CarsonAllaria Wealth Management, Ltd.
Sanibel Captiva Trust Company, Inc.
Vermillion Wealth Management, Inc.
Game Plan Financial Advisors, LLC
Moisand Fitzgerald Tamayo, LLC
Litman Gregory Asset Management LLC
Liberty Wealth Management Llc
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Town Capital LLC
ORG Partners LLC
Pinnacle Bancorp, Inc.
BridgePort Financial Solutions, LLC
Marietta Investment Partners Llc
Redwood Financial Network Corp
Power Wealth Management Llc
Graves-Light Private Wealth Management, Inc.
Breachway Investments LLC
Midwest Financial Partners Investments, Inc.
Westside Investment Management, Inc.
Albion Financial Group /ut
Trask Adam Roland
Crusonia Wealth Advisors LLC
Delta Investment Management, LLC
Sfam, Llc
Van Den Berg Management I, Inc
Zullo Investment Group, Inc.
Kavar Capital Partners Group, Llc
Retiremitten Financial Llc
Accent Capital Management, LLC
Adaptive Financial Consulting, LLC
Global Financial Private Client, LLC
Oakwell Private Wealth Management, LLC
Forte Asset Management Llc
Gradient Capital Advisors, LLC
Continuum Advisory, LLC
Signature Resources Capital Management, LLC
Procyon Private Wealth Partners, LLC
Capital Planning Advisors, LLC
Cornerstone Wealth Group, LLC
Creative Planning
Condor Capital Management
Nations Financial Group Inc, /ia/ /adv
Asset Management Group, Inc.
Middleton & Co Inc/ma
Covenant Asset Management, LLC
VeraBank, N.A.
L & S Advisors Inc
Union Savings Bank
Ifrah Financial Services, Inc.
Stratos Wealth Advisors, LLC
Daymark Wealth Partners, Llc
Investment Counsel Co Of Nevada
Midwest Heritage Bank, FSB
Strategic Wealth Partners, Ltd.
Bridges Investment Management Inc
MRP Capital Investments, LLC
Barr E S & Co
Heritage Trust Co
Thrivent Financial For Lutherans
Financial Services Advisory Inc
Theory Financial Llc
Rubicon Advisors, GP
Courier Capital Llc
Cadinha & Co Llc
AG Campbell Advisory, LLC
Wealth Alliance
Saiph Capital, LLC
Camarda Financial Advisors, LLC
Lake Street Financial Llc
Hanlon Investment Management, Inc.
TSG Advice Partners, LLC
Central Pacific Bank - Trust Division
Mml Investors Services, Llc
Jim Saulnier & Associates, Llc
Legacy Advisors, LLC
Hirtle Callaghan & Co LLC
Integrated Investment Consultants, LLC
Eagle Rock Investment Company, Llc
Walser Wealth Management Company, A Ltd Liability Co
J. Mark Nickell & Co.
JDM Financial Group LLC
Robinson Smith Wealth Advisors Llc
MAI Capital Management
Nvest Wealth Strategies, Inc.
Stratos Wealth Partners, LTD.
PFG Advisors
Legacy Bridge, LLC
Vontobel Holding Ltd.
ONE Advisory Partners, LLC
Clark Capital Management Group, Inc.
Ieq Capital, Llc
Financial Council Asset Management Inc
Summit Financial Strategies, Inc.
Rehmann Capital Advisory Group
Haverford Trust Co
CIBC Bancorp USA Inc.
Talon Private Wealth, LLC
Goodman Advisory Group, LLC
Pettinga Financial Advisors, LLC
Milestone Asset Management Group, LLC
Ambassador Advisors, LLC
Financial Synergies Wealth Advisors, Inc.
Owl Creek Wealth Partners LLC
Centerpoint Advisors, LLC
Valpey Financial Services, LLC
Plum Street Advisors, LLC
Rockline Wealth Management, LLC
Mount Yale Investment Advisors, LLC
BCGM Wealth Management, LLC
First Commonwealth Financial Corp /pa/
Inspirion Wealth Advisors, Llc
Principal Street Partners, LLC
Trust Co Of Virginia /va
Williams Jones Wealth Management, LLC.
Hutchens & Kramer Investment Management Group, LLC
Asset Allocation Strategies LLC
Tennessee Valley Asset Management Partners
City Holding Co
Beacon Capital Management, LLC
Financial Connections Group, Inc.
LPL Financial LLC
Progressive Investment Management Corp
DB Fitzpatrick & Co, Inc
Vicus Capital
Community Financial Services Group, LLC
Franklin Resources Inc
Evermay Wealth Management Llc
Advocate Investing Services LLC
Boreal Capital Management LLC
Tortoise Investment Management, LLC
Medallion Wealth Advisors, LLC
Rinkey Investments
YHB Investment Advisors, Inc.
Aurora Private Wealth, Inc.
Palouse Capital Management, Inc.
Boston Family Office Llc
Private Wealth Asset Management, LLC
Cordatus Wealth Management LLC
NorthRock Partners, LLC
Moneta Group Investment Advisors Llc
Cary Street Partner Investment Advisory Llc
Equitable Trust Co
Annex Advisory Services, LLC
MCF Advisors LLC
Huntleigh Advisors, Inc.
Accelerate Investment Advisors LLC
Cambridge Capital Management, Llc
EPG Wealth Management LLC
Northwestern Mutual Wealth Management Co
Affinity Wealth Management Llc
Tsfg, Llc
True Vision MN LLC
Crewe Advisors LLC
BCJ Capital Management, LLC
Legacy Financial Group LLC
Corsicana & Co.
Invst, LLC
Plan Group Financial, LLC
Csenge Advisory Group
International Assets Investment Management, Llc
Commonwealth Financial Services, LLC
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