SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF - Net Long/Short Value

SPDR系列信託 - 道富SPDR投資組合標普1500綜合股票市場ETF
US ˙ ARCA ˙ US78464A8053

SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market 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)
Wells Fargo & Company/mn
RVW Wealth, LLC
Northbridge Financial Group, Llc
WNY Asset Management, LLC
Sheets Smith Wealth Management
Blue Edge Capital, LLC
Glenview Trust Co
Savvy Advisors, Inc.
Oakwell Private Wealth Management, LLC
Johnson Bixby & Associates, LLC
Moneta Group Investment Advisors Llc
Woodard & Co Asset Management Group Inc /adv
Jane Street Group, Llc
Cerity Partners LLC
Investment Planning Advisors, Inc.
Captrust Financial Advisors
First Trust Advisors Lp
SNS Financial Group, LLC
Larson Financial Group LLC
SigFig Wealth Management, LLC
Adams Wealth Management
Farmers & Merchants Investments Inc
Cambient Family Office, Llc
Western Wealth Management, LLC
Newbridge Financial Services Group, Inc.
Hantz Financial Services, Inc.
Mosaic Advisors LLC
Raleigh Capital Management Inc.
Commonwealth Equity Services, Llc
Cvfg Llc
GPS Wealth Strategies Group, LLC
Capital Investment Advisors, LLC
Curat Global, LLC
Petersen Hastings Wealth Advisors Inc.
Quest 10 Wealth Builders, Inc.
Fourth Dimension Wealth, LLC
AdvisorNet Financial, Inc
Compass Financial Group, Inc.
Ausdal Financial Partners, Inc.
DHJJ Financial Advisors, Ltd.
Penobscot Wealth Management
Wedbush Securities Inc
Quadrant Capital Group Llc
Arq Wealth Advisors, Llc
Ameritas Investment Partners, Inc.
Mml Investors Services, Llc
Pacific Excel Wealth Advisors, Inc.
Sunburst Financial Group, LLC
Koshinski Asset Management, Inc.
Keystone Financial Group
Echo Wealth Management, LLC
Global Wealth Management Investment Advisory, Inc.
Allworth Financial LP
Tower Research Capital LLC (TRC)
Bank Of Hawaii
Bank Of America Corp /de/
HighPoint Advisor Group LLC
Mutual Advisors, LLC
Nicolet Advisory Services, Llc
Betterment LLC
1620 Investment Advisors, Inc.
Diversify Wealth Management, Llc
Stratos Wealth Advisors, LLC
Intrua Financial, LLC
Apeiron RIA LLC
Trinity Wealth Management, LLC
Wealthcare Advisory Partners LLC
Cookson Peirce & Co Inc
Sterneck Capital Management, LLC
Global Retirement Partners, LLC
Wagner Wealth Management, Llc
Mpwm Advisory Solutions, Llc
First Horizon Corp
Sherman Wealth Management LLC
Global Wealth Strategies & Associates
Tsfg, Llc
Blair William & Co/il
Royal Bank Of Canada
Cannon Financial Strategists, Inc.
Mariner, LLC
Slagle Financial, LLC
Resources Investment Advisors, LLC.
Timmons Wealth Management, LLC
Navigation Group, LLC
Wise Wealth Partners
ARS Wealth Advisors Group, LLC
Orion Capital Management LLC
LPL Financial LLC
Legacy Wealth Managment, LLC/ID
Center For Asset Management LLC
Mission Wealth Management, Lp
Integrated Wealth Concepts LLC
Future Financial Wealth Managment LLC
BCK Partners, Inc.
Wealth Advisory Solutions, LLC
MCF Advisors LLC
Stonebrook Private Inc.
Berger Financial Group, Inc
Atlas Private Wealth Advisors
Bay Harbor Wealth Management, LLC
Federation des caisses Desjardins du Quebec
Advocacy Wealth Management Services, LLC
First Heartland Consultants, Inc.
Private Wealth Asset Management, LLC
SRS Capital Advisors, Inc.
Lido Advisors, LLC
North Star Investment Management Corp.
Hartland & Co., LLC
Sowell Financial Services LLC
Tortoise Investment Management, LLC
Proficio Capital Partners LLC
Commerce Bank
OneAscent Financial Services LLC
VSM Wealth Advisory, LLC
Independent Wealth Network Inc.
Baird Financial Group, Inc.
Private Advisor Group, LLC
GGM Financials LLC
Jones Financial Companies Lllp
Arlington Trust Co LLC
Franklin Resources Inc
Jfs Wealth Advisors, Llc
Russell Investments Group, Ltd.
Salem Investment Counselors Inc
Bleakley Financial Group, LLC
Bokf, Na
FSA Advisors, Inc.
Wealth Enhancement Advisory Services, Llc
Squire Investment Management Company, LLC
Retirement Capital Strategies
Advisory Services Network, LLC
CoreCap Advisors, LLC
True Link Financial Advisors, LLC
Graetz Wealth LLC
Trust Co Of Toledo Na /oh/
Koss-Olinger Consulting, LLC
HBW Advisory Services LLC
LJI Wealth Management, LLC
Garrett Investment Advisors LLC
Brinker Capital Investments, LLC
Values Added Financial LLC
Horizon Wealth Management, LLC
Hm Payson & Co
AE Wealth Management LLC
Blueprint Investment Partners LLC
Topsail Wealth Management, LLC
DORVAL Corp
Steward Partners Investment Advisory, Llc
Meridian Wealth Management, LLC
Procyon Private Wealth Partners, LLC
Medallion Wealth Advisors, LLC
Owl Creek Wealth Partners LLC
TRUE Private Wealth Advisors
Quent Long Short Global Small Cap Fund, LP
TKG Advisors, LLC
Friday Financial
FreeGulliver LLC
Neuberger Berman Group LLC
Benson Wealth Management INC
Kaufman Rossin Wealth, LLC
Sutton Place Investors Llc
Wealthcare Capital Partners, LLC
Sunbelt Securities, Inc.
Lumbard & Kellner, LLC
Strategic Wealth Partners, Ltd.
Opes Wealth Management LLC
Kingswood Wealth Advisors, Llc
OMNI 360 Wealth, Inc.
Arete Wealth Advisors, LLC
Copia Wealth Management
Moseley Investment Management Inc
Broderick Brian C
Gilpin Wealth Management, Llc
One Wealth Advisors, LLC
Emergent Wealth Advisors, LLC
Trevian Wealth Management LLC
Keating Financial Advisory Services, Inc.
Quent Capital, LLC
Northwest Wealth Management, Llc
Nbc Securities, Inc.
Successful Portfolios LLC
CogentBlue Wealth Advisors, LLC
Halbert Hargrove Global Advisors, Llc
TD Capital Management LLC
Longview Financial Advisors LLC
Financial Engines Advisors L.L.C.
CX Institutional
Geneos Wealth Management Inc.
Apollon Wealth Management, LLC
Crew Capital Management, Ltd.
Jacksonville Wealth Management, LLC
Dogwood Wealth Management LLC
Jackson, Grant Investment Advisers, Inc.
Hughes Financial Services, LLC
Stirlingshire Investments, Inc.
Astoria Strategic Wealth, Inc.
Paragon Financial Partners, Inc.
Beacon Pointe Advisors, LLC
Huntington National Bank
Bogart Wealth, LLC
Washington Trust Advisors, Inc.
Bank of New York Mellon Corp
Walsh & Associates, LLC
Independent Financial Group, Llc
Wiser Wealth Management, Inc
Calton & Associates, Inc.
Oakworth Capital, Inc.
Crewe Advisors LLC
Prestige Wealth Management Group LLC
SFG Wealth Management, LLC.
Us Bancorp \de\
Accurate Wealth Management, LLC
Quantbot Technologies LP
ORG Partners LLC
Root Financial Partners, LLC
Glassman Wealth Services
Wealth Enhancement Trust Services, Inc.
Colton Groome Financial Advisors, Llc
VisionPoint Advisory Group, LLC
Solano Wealth Investment Advisors LLC
Ervin Investment Management, LLC
RFG Advisory, LLC
Omnitrust Wealth Management, Inc
Cape Investment Advisory, Inc.
Delap Wealth Advisory, Llc
RDA Financial Network
Beacon Capital Management, Inc.
Jaffetilchin Investment Partners, LLC
Praetorian Wealth Management, Inc.
Triumph Capital Management
Fox Financial, Inc
Napier Financial, LLC
Virtue Capital Management, LLC
SBI Securities Co., Ltd.
Syntegra Private Wealth Group, LLC
Quantinno Capital Management LP
Summit Trail Advisors, Llc
BIP Wealth, LLC
Plante Moran Financial Advisors, LLC
Royal Harbor Partners, LLC
Fwl Investment Management, Llc
WealthPlan Investment Management, LLC
Fifth Third Bancorp
TIAA Wealth Investment Management LLC
Aldebaran Financial Inc.
F/M Investments LLC
Patten Group, Inc.
UBS Group AG
Atwood & Palmer Inc
Wbh Advisory Inc
Gradient Capital Advisors, LLC
Balance Wealth, LLC
Maryland Capital Advisors Inc.
Rinkey Investments
World Equity Group, Inc.
Kestra Advisory Services, LLC
Post Resch Tallon Group Inc.
Exchange Traded Concepts, Llc
Advisor OS, LLC
Wilson & Boucher Capital Management, LLC
Flagstone Financial Management
Perennial Investment Advisors, LLC
Toroso Investments, LLC
Gerber Kawasaki Wealth & Investment Management
Abound Wealth Management
HighTower Advisors, LLC
Beacon Capital Management, LLC
MBM Wealth Consultants, LLC
Murphy & Mullick Capital Management Corp
Hoese & Co LLP
Towercrest Capital Management
Wall Capital Group, Inc.
Global Trust Asset Management, LLC
MBE Wealth Management, LLC
IMG Wealth Management, Inc.
Atria Investments Llc
Howard Wealth Management, Llc
Donaldson Capital Management, Llc
Barnes Wealth Management Group, Inc
Nova Wealth Management, Inc.
Founders Financial Alliance, LLC
Red Door Wealth Management, LLC
Red Mountain Financial, LLC
Capital Group Private Client Services, Inc.
Summit Financial Strategies, Inc.
Umb Bank N A/mo
Merit Financial Group, LLC
Capasso Planning Partners LLC
Legacy Advisory Services, LLC
BlackRock, Inc.
Keystone Financial Group, Inc.
Mercer Global Advisors Inc /adv
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Paladin Advisory Group, LLC
J.w. Cole Advisors, Inc.
Bensler, LLC
Synergy Investment Management, LLC
Boston Standard Wealth Management, LLC
Peapack Gladstone Financial Corp
Two Sigma Securities, Llc
Novem Group
Modera Wealth Management, LLC
Strategic Investment Advisors / MI
6th Street Advisors, LLC
Client 1st Advisory Group, Llc
G&S Capital LLC
Aquire Wealth Advisors, LLC
Winthrop Advisory Group LLC
Financial Advisory Service, Inc.
Treasure Coast Financial Planning
Altus Wealth Group LLC
Janney Montgomery Scott LLC
Kestra Investment Management, LLC
Firethorn Wealth Partners, Llc
Money Concepts Capital Corp
Kingsview Wealth Management, LLC
Helen Stephens Group, LLC
Brown Brothers Harriman & Co
CRA Financial Services, LLC
Vanguard Group Inc
PAX Financial Group, LLC
Crumly & Associates Inc.
SlateStone Wealth, LLC
SpringVest Wealth Management LLC
Vise Technologies, Inc.
Tompkins Financial Corp
GenTrust, LLC
Buska Wealth Management, LLC
Principia Wealth Advisory, LLC
Raymond James Financial Inc
HB Wealth Management, LLC
Rosenberg Matthew Hamilton
Aptus Capital Advisors, LLC
Pasadena Private Wealth, LLC
AssuredPartners Investment Advisors, LLC
Archer Investment Corp
TopTier Wealth Management, LLC
First Pacific Financial
MGB Wealth Management, LLC
Spire Wealth Management
IAG Wealth Partners, LLC
Baer Investment Advisory LLC
CacheTech Inc.
Midwest Trust Co
Moisand Fitzgerald Tamayo, LLC
Manhattan West Asset Management, LLC
McKinley Carter Wealth Services, Inc.
XY Planning Network, Inc.
Summit Investment Advisory Services, LLC
Bawa N Mallick Trust
Kohmann Bosshard Financial Services, LLC
Bartlett & Co. Wealth Management Llc
Acropolis Investment Management, LLC
Little House Capital Llc
Qube Research & Technologies Ltd
Morling Financial Advisors, LLC
Belpointe Asset Management LLC
Evergreen Wealth Solutions, LLC
Manning & Napier Advisors Llc
Integrated Capital Management, Inc.
Vestia Personal Wealth Advisors
Bluedoor Private Wealth, Llc
Wrenne Financial Planning LLC
Caldwell Securities, Inc
Abound Financial, Llc
Ameritas Advisory Services, LLC
Barrett & Company, Inc.
Cherry Tree Wealth Management, LLC
Balentine LLC
Skopos Labs, Inc.
JNBA Financial Advisors
Bessemer Group Inc
HHM Wealth Advisors, LLC
AIFG Consultants Ltd.
SMI Advisory Services, LLC
Intrepid Financial Planning Group LLC
Green Square Capital Advisors Llc
Matauro, Llc
Gts Securities Llc
MONECO Advisors, LLC
Operose Advisors LLC
Paulson Wealth Management Inc.
Climber Capital SA
Kelman-Lazarov, Inc.
Amicus Financial Advisors, LLC
Insight Advisors, LLC/ PA
Cary Street Partners Financial Llc
Flagship Harbor Advisors, Llc
Advyzon Investment Management, LLC
Sankala Group LLC
Sound Income Strategies, LLC
Financial Plan, Inc.
Luminvest Wealth Management LLC
Freedom Day Solutions, LLC
GeoWealth Management, LLC
Caldwell Trust Co
Mather Group, Llc.
Nikulski Financial, Inc.
B.O.S.S. Retirement Advisors, LLC
Stewardship Advisors, LLC
McNaughton Wealth Management, LLC
Citadel Advisors Llc
Rsm Us Wealth Management Llc
Signaturefd, Llc
Legacy Private Trust Co.
Truist Financial Corp
Iron Financial, LLC
Austin Wealth Management, LLC
Compass Financial Group, INC/SD
Breakwater Investment Management
Harwood Advisory Group, LLC
Seaside Wealth Management, Inc.
Invesco Ltd.
Financial Enhancement Group LLC
Private Trust Co Na
Prime Capital Investment Advisors, LLC
Eclectic Associates Inc /adv
Constant Guidance Financial LLC
Vigilare Wealth Management
Sharper & Granite LLC
Ancora Advisors, LLC
Park Square Financial Group, LLC
Ashton Thomas Private Wealth, LLC
New Wave Wealth Advisors Llc
Richardson Financial Services Inc.
Belleair Asset Management, LLC
Twelve Points Wealth Management LLC
Key FInancial Inc
Dunhill Financial, LLC
Jacobi Capital Management LLC
Weitzel Financial Services, Inc.
Stone Wealth Partners
Vista Investment Management
Armbruster Capital Management, Inc.
Legacy Capital Wealth Partners, LLC
RiverFront Investment Group, LLC
WealthCollab, LLC
Higgins & Schmidt Wealth Strategies LLC
Comerica Bank
Harbour Investments, Inc.
TCG Advisory Services, LLC
Golden State Equity Partners
Td Private Client Wealth Llc
RWM Asset Management, LLC
Savant Capital, LLC
Kingdom Financial Group LLC.
Flynn Zito Capital Management, Llc
Investors Research Corp
Hrt Financial Lp
Gateway Wealth Partners, LLC
Advance Capital Management, Inc.
Sanctuary Advisors, LLC
L & S Advisors Inc
Congress Asset Management Co /ma
Advocate Investing Services LLC
Andrews Advisory Associates, LLC
Patriot Financial Group Insurance Agency, LLC
Maridea Wealth Management LLC
Trademark Financial Management, LLC
HBE Wealth Management, LLC
Prentice Wealth Management LLC
Orca Investment Management, LLC
Rfg Holdings, Inc.
BEAM Asset Management, LLC
CIBC Private Wealth Group, LLC
Sofos Investments, Inc.
Orin Green Financial, LLC
SageView Advisory Group, LLC
Parisi Gray Wealth Management
Tennessee Valley Asset Management Partners
Perigon Wealth Management, LLC
N.E.W. Advisory Services LLC
Isthmus Partners, Llc
KWB Wealth
Ridgeline Wealth, LLC
GHP Investment Advisors, Inc.
Anfield Capital Management, LLC
Sentinel Pension Advisors Inc
Howe & Rusling Inc
Aventus Investment Advisors, Inc.
Brookstone Capital Management
Symphony Financial, Ltd. Co.
Colonial River Wealth Management, LLC
Montag A & Associates Inc
Lvm Capital Management Ltd/mi
Destination Wealth Management
Pitcairn Wealth Advisors LLC
Financial Sense Advisors, Inc.
WCG Wealth Advisors LLC
SOUTH STATE Corp
Godfrey Financial Associates, Inc.
Bridgewealth Advisory Group, LLC
Assetmark, Inc
Cornerstone Financial Group, LLC /NE/
Sequoia Financial Advisors, LLC
Modern Wealth Management, LLC
GM Advisory Group, Inc.
XML Financial, LLC
Private Wealth Management Group, LLC
Pinnacle Wealth Management Group, Inc.
Tiaa-cref Individual & Institutional Services, Llc
Arthur M. Cohen & Associates, Llc
Coston, McIsaac & Partners
Silver Grove Financial Group, Inc.
Rialto Wealth Management, LLC
Mueller Wealth, LLC
GAMMA Investing LLC
Blake Schutter Theil Wealth Advisors, LLC
Capital Investment Advisory Services, LLC
Alta Wealth Advisors LLC
Ameriflex Group, Inc.
Morgan Stanley
Focused Wealth Management, Inc
Noesis Capital Mangement Corp
Snowden Capital Advisors LLC
Tlwm
Attessa Capital LLC
IFP Advisors, Inc
Pure Financial Advisors, Inc.
Washburn Capital Management, Inc.
LexAurum Advisors, LLC
Winch Advisory Services, LLC
Roundview Capital LLC
We Are One Seven, LLC
Transamerica Financial Advisors, Inc.
Formidable Asset Management, LLC
Arkadios Wealth Advisors
Balboa Wealth Partners
Brady Martz Wealth Solutions, LLC
Semitam Bonam Llc
Blueprint Financial Advisors LLC
Journey Advisory Group, LLC
Tudor Investment Corp Et Al
Great Lakes Advisors, Llc
Parallel Advisors, LLC
Plus Group Wealth Advisors LLC
Pnc Financial Services Group, Inc.
Crusonia Wealth Advisors LLC
Capital & Planning, Llc
Redwood Financial Network Corp
Stifel Financial Corp
Shepherd Financial Partners LLC
German American Bancorp, Inc.
Legacy Capital Group California, Inc.
Detalus Advisors, LLC
Ameriprise Financial Inc
Alliance Wealth Management Group
TD Waterhouse Canada Inc.
Journey Strategic Wealth Llc
GWM Advisors LLC
Fingerlakes Wealth Management, Inc.
Pinnacle Wealth Planning Services, Inc.
Raab & Moskowitz Asset Management LLC
Signature Resources Capital Management, LLC
Tempus Wealth Planning, LLC
True Blue Financial, LLC
Texas Yale Capital Corp.
Tower View Investment Management & Research LLC
GSG Advisors LLC
Cambridge Financial Group, LLC
Goodman Financial Corp
Continuum Advisory, LLC
Toth Financial Advisory Corp
Equitable Holdings, Inc.
Auxano Advisors, LLC
U.S. Capital Wealth Advisors, LLC
Smartleaf Asset Management LLC
Asset Dedication, LLC
Lane Brothers & Co Inc
FMA Wealth Management, LLC
SHP Wealth Management
Change Path, LLC
Sigma Planning Corp
Two Sigma Investments, Lp
Foundations Investment Advisors, LLC
VestGen Advisors, LLC
Range Financial Group LLC
Wealthquest Corp
Sherman Asset Management, Inc.
Vawter Financial, Ltd.
Efficient Advisors, LLC
IHT Wealth Management, LLC
Aqr Capital Management Llc
Professional Financial Advisors, LLC
Peirce Capital Management, LLC
Bank Of Montreal /can/
Signet Financial Management, Llc
Laraway Financial Inc
Seeds Investor Llc
Evercore Wealth Management, LLC
Kilter Group LLC
Waystone Advisors Llc
MidFirst Bank
Intelligence Driven Advisers, LLC
Concurrent Investment Advisors, LLC
Ridgeline Wealth Planning, LLC
H&H Retirement Design & Management INC
Summit Financial, LLC
McClarren Financial Advisors, Inc.
Ritholtz Wealth Management
Meramec Financial Planners, LLC
Claro Advisors LLC
Price T Rowe Associates Inc /md/
Zhang Financial LLC
Dagco, Inc.
Grand Wealth Management, Llc
Goldman Sachs Group Inc
Ironwood Wealth Management, LLC.
Sfmg, Llc
EverSource Wealth Advisors, LLC
TFB Advisors LLC
Rockwood Wealth Management, LLC
Financial Strategies Group, Inc.
Fullerton Advisors, LLC
Twin Focus Capital Partners, Llc
Howard Bailey Securities, Llc
DAVENPORT & Co LLC
Annex Advisory Services, LLC
Burns Matteson Capital Management, LLC
AlphaCore Capital LLC
Brewster Financial Planning LLC
Freestone Capital Holdings, LLC
Chicago Partners Investment Group LLC
Westside Investment Management, Inc.
Measured Wealth Private Client Group, LLC
Legacy Wealth Management, LLC / MS
Private Wealth Group, LLC
Creative Planning
Cascade Investment Group, Inc.
Galvin, Gaustad & Stein, LLC
Comprehensive Money Management Services LLC
CI Private Wealth, LLC
Roble, Belko & Company, Inc
O'shaughnessy Asset Management, Llc
WFA of San Diego, LLC
Redmont Wealth Advisors Llc
Farther Finance Advisors, LLC
Great Valley Advisor Group, Inc.
EP Wealth Advisors, Inc.
Ironwood Wealth Management, Inc.
M3 Wealth Management, LLC
United Capital Financial Advisers, Llc
National Bank Of Canada /fi/
Retirement Planning Group
Ubs Asset Management Americas Inc
Cambridge Investment Research Advisors, Inc.
Hunter Associates Investment Management Llc
Quadcap Wealth Management, LLC
Independent Advisor Alliance
Cabot Wealth Management Inc
Mayport, Llc
Equita Financial Network, Inc.
Victory Financial Group, Llc
Strive Financial Group ,LLC
OLIO Financial Planning
Buckingham Strategic Partners
Integrated Advisors Network LLC
Tidemark, LLC
Capital Analysts, Inc.
Cwm, Llc
Peterson Wealth Advisors, LLC
SJS Investment Consulting Inc.
Lloyd Advisory Services, LLC.
Daymark Wealth Partners, Llc
Colony Group, LLC
Rockbridge Investment Management, LCC
Bernardo Wealth Planning LLC
Cardiff Park Advisors, Llc
Partnership Wealth Management, LLC
Crews Bank & Trust
M Holdings Securities, Inc.
Collaborative Wealth Managment Inc.
Capital Advisory Group Advisory Services, LLC
Dynamic Advisor Solutions LLC
NewEdge Wealth, LLC
Diversified Trust Co
Seven Springs Wealth Group, LLC
Emprise Bank
Valmark Advisers, Inc.
Sequent Planning LLC
Warren Averett Asset Management, LLC
Core Wealth Management, Inc.
Horst & Graben Wealth Management LLC
Wealth Alliance Advisory Group, LLC
Beaumont Financial Advisors, LLC
Signature Equity Partners, LLC
Waller Financial Planning Group, Inc
Mjp Associates Inc /adv
Northwestern Mutual Wealth Management Co
Wiley Bros.-aintree Capital, Llc
Wbi Investments, Inc.
Gibson Wealth Advisors LLC
Networth Advisors, LLC
Financial Planning Fort Collins, LLC
Envestnet Asset Management Inc
First National Bank Of Omaha
Glenmede Trust Co Na
Clear Harbor Asset Management, LLC
Advisor Group Holdings, Inc.
Northern Trust Corp
MAI Capital Management
Rockefeller Capital Management L.P.
Baltimore-Washington Financial Advisors, Inc.
NorthRock Partners, LLC
Susquehanna International Group, Llp
Reuter James Wealth Management, Llc
Ronald Blue Trust, Inc.
Richard P Slaughter Associates Inc
Indivisible Partners
Voisard Asset Management Group, Inc.
Krilogy Financial LLC
Fmr Llc
My Purposeful Wealth Corp.
Leeward Financial Partners, LLC
Citigroup Inc
Kayne Anderson Rudnick Investment Management Llc
Wealthcare Capital Management Llc
Miracle Mile Advisors, LLC
EPG Wealth Management LLC
Financial Consulate, Inc
Falcon Wealth Planning
JT Stratford LLC
Jericho Financial, Llp
Stratos Wealth Partners, LTD.
Strategic Blueprint, LLC
Fusion Capital, LLC
Creative Financial Designs Inc /adv
Portfolio Strategies, Inc.
Allspring Global Investments Holdings, LLC
Park Avenue Securities Llc
Inspire Advisors, LLC
Nicolet Bankshares Inc
Goldstein Advisors, LLC
Darrow Company, Inc.
Pine Valley Investments Ltd Liability Co
Cetera Investment Advisers
Trilogy Capital Inc.
Beacon Financial Group
Spartan Planning & Wealth Management
Facet Wealth, Inc.
Jpmorgan Chase & Co
Gross & Hartman Investments LLC
SCS Capital Management LLC
Prosperity Financial Group, Inc.
Vanguard Advisers Inc
Financial Solutions Advisory Group, Inc.
Clark Capital Management Group, Inc.
Angeles Wealth Management, Llc
Keener Financial Planning LLC
Quarry Hill Advisors, Llc
Advisor Resource Council
Coldstream Capital Management Inc
Advisors Capital Management, LLC
Evensky & Katz LLC
Lifeworks Advisors, LLC
Unique Wealth, Llc
Rossby Financial, LCC
Vertex Planning Partners, LLC
Telos Capital Management, Inc.
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