SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF - Net Long/Short Value

SPDR系列信託 - 道富SPDR投資組合標普500成長ETF
US ˙ ARCA ˙ US78464A4094

SPYG / SPDR Series Trust - State Street SPDR Portfolio 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)
GWM Advisors LLC
Rialto Wealth Management, LLC
Ballast Rock Private Wealth LLC
Fortitude Financial, LLC
Retirement Planning Group
Wilkerson Advisory Group LLC
Green Harvest Asset Management LLC
Town Capital LLC
Global Retirement Partners, LLC
Lido Advisors, LLC
Old National Bancorp /in/
Concorde Asset Management, LLC
United Advisor Group, LLC
Perennial Investment Advisors, LLC
Cornerstone Financial Group, LLC /NE/
REAP Financial Group, LLC
Oppenheimer Asset Management Inc.
Hill Island Financial Llc
SBI Securities Co., Ltd.
TD Waterhouse Canada Inc.
Sofos Investments, Inc.
Fell Capital Management /adv
JDM Financial Group LLC
Global Assets Advisory, LLC
Ironwood Financial, llc
Pacifica Partners Inc.
Cdkv Holdings Llc
Emerald Investment Partners, Llc
Tevis Investment Management
First National Trust Co
Cvfg Llc
Napier Financial, LLC
Bank of New York Mellon Corp
Stonebridge Financial Planning Group, LLC
RMR Wealth Builders
Procyon Private Wealth Partners, LLC
Valmark Advisers, Inc.
Empowered Funds, LLC
M&t Bank Corp
ETF Store, Inc.
Pinnacle Wealth Planning Services, Inc.
Beutel, Goodman & Co Ltd.
Tiaa Trust, National Association
Hamilton Capital Partners, Llc
Spirit Of America Management Corp/ny
Founders Financial Alliance, LLC
Tactive Advisors, LLC
Jackson Wealth Management, LLC
CIBC Bancorp USA Inc.
Roble, Belko & Company, Inc
Wealthcare Advisory Partners LLC
Imprint Wealth LLC
TFR Capital, LLC.
Peak Retirement Planning, Inc.
Vertex Planning Partners, LLC
Convergence Financial, LLC
Vantage Financial Partners, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Fidelity D & D Bancorp Inc
Eastern Bank
Quent Capital, LLC
Nicolet Advisory Services, Llc
Edgestream Partners, L.P.
Triumph Capital Management
Chicago Partners Investment Group LLC
GoalVest Advisory LLC
Financial Engines Advisors L.L.C.
Smith, Moore & Co.
Merit Financial Group, LLC
Private Client Services, Llc
McClarren Financial Advisors, Inc.
Clear Retirement Advice LLC
Morgan Stanley
Steward Partners Investment Advisory, Llc
Kwmg, Llc
Cullen/frost Bankers, Inc.
Oak Harvest Investment Services
Alliancebernstein L.p.
Albion Financial Group /ut
Nemes Rush Group LLC
Breakwater Investment Management
Sterling Investment Advisors, Ltd.
Federation des caisses Desjardins du Quebec
Savant Capital, LLC
Curran Financial Partners, LLC
City State Bank
New Millennium Group LLC
Serenity Investment Advisors
DGS Capital Management, LLC
Balboa Wealth Partners
Vantagepoint Investment Advisers Llc
SRS Capital Advisors, Inc.
Mariner, LLC
PKS Advisory Services, LLC
Summit Trail Advisors, Llc
CX Institutional
GLR Partners, LLC
Kingswood Wealth Advisors, Llc
TAGStone Capital, Inc.
Westside Investment Management, Inc.
SYM FINANCIAL Corp
Asset Management Group, Inc.
Third View Private Wealth, LLC
Cerro Pacific Wealth Advisors LLC
Ensign Peak Advisors, Inc
Laurel Wealth Advisors LLC
Waterway Wealth Management, LLC
Power Wealth Management Llc
Farther Finance Advisors, LLC
Capital Advisors, Ltd. LLC
Altiora Financial Group, LLC
Concurrent Investment Advisors, LLC
TCFG Investment Advisors, LLC
Horizons Wealth Management
Moors & Cabot, Inc.
Heritage Investors Management Corp
Advisors Capital Management, LLC
Mascagni Wealth Management, Inc.
Dorato Capital Management
Riversedge Advisors, Llc
Clark Capital Management Group, Inc.
KM Capital Management Ltd.
National Bank Of Canada /fi/
OneAscent Financial Services LLC
Creative Capital Management Investments LLC
Modera Wealth Management, LLC
Rs Crum Inc.
Up Capital Management, Inc.
Snowden Capital Advisors LLC
Halbert Hargrove Global Advisors, Llc
Citadel Advisors Llc
PFG Private Wealth Management, LLC
Total Clarity Wealth Management, Inc.
Harbor Group, Inc.
Captrust Financial Advisors
Portside Wealth Group, LLC
Colonial River Wealth Management, LLC
YHB Investment Advisors, Inc.
Tradewinds Capital Management, LLC
Three Cord True Wealth Management, LLC
Brown, Lisle/cummings, Inc.
Golden State Wealth Management, LLC
First Heartland Consultants, Inc.
Ground Swell Capital, LLC
CI Private Wealth, LLC
URS Advisory LLC
Intergy Private Wealth, LLC
Rosenblum Silverman Sutton S F Inc /ca
Keebeck Wealth Management, LLC
Fiduciary Group LLC
Stone House Investment Management, LLC
Gamco Investors, Inc. Et Al
Sentinus, LLC
Qrg Capital Management, Inc.
Cetera Investment Advisers
Equitable Holdings, Inc.
Atria Investments Llc
Koshinski Asset Management, Inc.
Hilltop Partners LLC
Dravo Bay Llc
Juncture Wealth Strategies, Llc
Maripau Wealth Management Llc
LWM Advisory Services, LLC
GM Advisory Group, Inc.
Triad Wealth Partners, LLC
Collier Financial
Insight Wealth Strategies, LLC
We Are One Seven, LLC
Towerpoint Wealth, LLC
4wealth Advisors, Inc.
First Community Trust Na
Summit Wealth Group Llc / Co
Thurston, Springer, Miller, Herd & Titak, Inc.
Citizens Financial Group Inc/ri
Klingman & Associates, LLC
Jackson, Grant Investment Advisers, Inc.
Charles Schwab Investment Management Inc
Sound Income Strategies, LLC
Hantz Financial Services, Inc.
Seal Cove Capital, LLC
TCG Advisory Services, LLC
Titleist Asset Management, Llc
Strategies Wealth Advisors, LLC
Greykasell Wealth Strategies, Inc.
Dakota Wealth Management
Affinity Capital Advisors, LLC
Northern Oak Wealth Management Inc
Gibbs Wealth Management
WJ Wealth Management, LLC
Mpwm Advisory Solutions, Llc
Talisman Wealth Advisors LLC
Woodard & Co Asset Management Group Inc /adv
Harwood Advisory Group, LLC
Alpha Capital Advisors Inc /adv
North Star Investment Management Corp.
Comerica Bank
Rede Wealth, LLC
Baird Financial Group, Inc.
Arrow Financial Corp
Centaurus Financial, Inc.
Turtle Creek Wealth Advisors, LLC
AlTi Global, Inc.
Game Plan Financial Advisors, LLC
Townsquare Capital Llc
Bank Of America Corp /de/
Caitlin John, LLC
Glen Eagle Advisors, LLC
Waystone Advisors Llc
Rhl Group, Llc
Wealth Management Resources, Inc.
Centurion Wealth Management LLC
Mirae Asset Global Investments Co., Ltd.
Pnc Financial Services Group, Inc.
Moneta Group Investment Advisors Llc
Fifth Third Bancorp
Ciovacco Capital Management LLC
Baker Tilly Financial, Llc
Haverford Trust Co
LaSalle St. Investment Advisors, LLC
TFC Financial Management
Sun Financial Inc
Southern Michigan Bank & Trust
Kestra Investment Management, LLC
Raleigh Capital Management Inc.
Meridian Wealth Management, LLC
Guardian Wealth Advisors, LLC
HighTower Advisors, LLC
Evanson Asset Management, LLC
Stephenson National Bank & Trust
GAMMA Investing LLC
Balanced Wealth Group Llc
HBK Sorce Advisory LLC
Grantvest Financial Group LLC
Kelman-Lazarov, Inc.
Sfmg, Llc
Droms Strauss Advisors Inc /mo/ /adv
CGC Financial Services, LLC
Sovran Advisors, LLC
Amara Financial, Llc.
Legacy Edge Advisors, LLC
Parallel Advisors, LLC
Bucket List Wealth Management, LLC
Independent Wealth Network Inc.
Maridea Wealth Management LLC
Es4, Llc
Tempus Wealth Planning, LLC
Wealthfront Advisers Llc
AMG National Trust Bank
Beacon Investment Advisory Services, Inc.
Stegent Equity Advisors, Inc.
Venturi Wealth Management, LLC
Carnegie Capital Asset Management, LLC
U.S. Capital Wealth Advisors, LLC
Main Street Group, LTD
Trueblood Wealth Management, LLC
PlanVest Financial, Inc
Ebert Capital Management Inc.
Peapack Gladstone Financial Corp
Trinity Wealth Management, LLC
Chatterton & Associates Inc.
StoneX Group Inc.
Sharkey, Howes & Javer
Greenwood Gearhart Inc
Confluence Investment Management Llc
Post Resch Tallon Group Inc.
Canandaigua National Bank & Trust Co
Donaldson Capital Management, Llc
Aspetuck Financial Management LLC
Sentinel Advisory Group, LLC
CoreCap Advisors, LLC
Warren Averett Asset Management, LLC
Clear Investment Research, Llc
J.w. Cole Advisors, Inc.
Td Private Client Wealth Llc
Wesbanco Bank Inc
Waldron Private Wealth LLC
USAdvisors Wealth Management, LLC
Condor Capital Management
McAdam, LLC
Shepherd Financial Partners LLC
Fragasso Group Inc.
Copley Financial Group, Inc.
TritonPoint Partners, LLC
Daymark Wealth Partners, Llc
Stiles Financial Services Inc
Gryphon Financial Partners LLC
Brinker Capital Investments, LLC
RKL Wealth Management LLC
Lloyd Advisory Services, LLC.
TCP Asset Management, LLC
Nova Wealth Management, Inc.
Fft Wealth Management Llc
Private Trust Co Na
Gerber Kawasaki Wealth & Investment Management
Aptus Capital Advisors, LLC
Bank Julius Baer & Co. Ltd, Zurich
Quotient Wealth Partners, LLC
Compass Financial Group, Inc.
Regal Investment Advisors LLC
Glenmede Trust Co Na
Diversified Trust Co
Michael S. Ryan, Inc.
Ransom Advisory, Ltd
Inspirion Wealth Advisors, Llc
von Borstel & Associates, Inc.
Matrix Asset Advisors Inc/ny
Spire Wealth Management
Waterloo Capital, L.P.
Arkfeld Wealth Strategies, L.L.C.
Rik Saylor Financial, Inc.
Flynn Zito Capital Management, Llc
Macco Financial Group, Inc.
Cape Investment Advisory, Inc.
Stonebridge Financial Group, LLC
Marquette Asset Management, LLC
Farmers & Merchants Investments Inc
Voya Financial Advisors, Inc.
Pure Financial Advisors, Inc.
Hoxton Planning & Management, LLC
JT Stratford LLC
True Wealth Design, LLC
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Oxinas Partners Wealth Management LLC
Coastal Bridge Advisors, LLC
Ascent Group, LLC
Integrity Alliance, Llc.
White Pine Capital Llc
CIBC World Markets Inc.
Barrett & Company, Inc.
Commerce Bank
Kohmann Bosshard Financial Services, LLC
Perryman Financial Advisory Inc /ad
Jfs Wealth Advisors, Llc
PAX Financial Group, LLC
Wellspring Financial Advisors, LLC
AdvisorNet Financial, Inc
Prime Capital Investment Advisors, LLC
Johnson Financial Group, Inc.
Bessemer Group Inc
Private Wealth Asset Management, LLC
Delta Capital Management Llc
Sage Advisory Services, Ltd.Co.
Manchester Capital Management LLC
Abbot Financial Management, Inc.
Essex Financial Services, Inc.
Accredited Investors Inc.
Red Crane Wealth Management, Llc
Mosaic Family Wealth Partners, Llc
Relyea Zuckerberg Hanson LLC
Sanibel Captiva Trust Company, Inc.
Avestar Capital, LLC
Signal Advisors Wealth, LLC
Financial Council Asset Management Inc
Principle Wealth Partners Llc
49 Wealth Management, Llc
Peck Wealth Management, LLC
Interchange Capital Partners, LLC
Kovack Advisors, Inc.
Protective Life Corp
Atticus Wealth Management, Llc
Fairscale Capital, LLC
Cornerstone Wealth Group, LLC
Main Street Financial Solutions, LLC
Fidelis Capital Partners, LLC
Adviser Investments LLC
Jaffetilchin Investment Partners, LLC
First Citizens Financial Corp
Foundations Investment Advisors, LLC
Coastal Investment Advisors, Inc.
McKinley Carter Wealth Services, Inc.
American Financial & Tax Strategies Inc
Valued Wealth Advisors LLC
Vance Wealth, Inc.
Philadelphia Investment Partners, LLC
Independent Financial Group, Llc
CIBC Private Wealth Group, LLC
Garrett Investment Advisors LLC
Archer Investment Corp
FineMark National Bank & Trust
Elser Financial Planning, Inc
Lodestone Wealth Management LLC
Optas, LLC
My Purposeful Wealth Corp.
Cahaba Wealth Management, Inc.
Csenge Advisory Group
Altfest L J & Co Inc
TPG Financial Advisors, LLC
Pinnacle Bancorp, Inc.
Plimoth Trust Co Llc
Stonebrook Private Inc.
Beaird Harris Wealth Management, LLC
Hiley Hunt Wealth Management
Tempo Wealth, LLC
Wiley Bros.-aintree Capital, Llc
Innovative Asset Advisors Group, LLC
Global Financial Private Client, LLC
Cassilly Financial Group LLC
Signature Wealth Management Partners, LLC
Sax Wealth Advisors, Llc
Signaturefd, Llc
Sei Investments Co
Thrivent Financial For Lutherans
Measured Wealth Private Client Group, LLC
Strategic Blueprint, LLC
Great Valley Advisor Group, Inc.
Apella Capital, LLC
Tucker Asset Management Llc
Granville Capital, Inc.
Frazier Financial Advisors, LLC
Salem Investment Counselors Inc
Wolff Wiese Magana Llc
SMART Wealth LLC
Tandem Capital Management Corp /adv
RFG Advisory, LLC
Wrapmanager Inc
Olistico Wealth, LLC
Accretive Wealth Partners, LLC
Intellectus Partners, LLC
Steel Peak Wealth Management LLC
O'ROURKE & COMPANY, Inc
Eclectic Associates Inc /adv
Valeo Financial Advisors, LLC
IMA Wealth, Inc.
Investment Research & Advisory Group, Inc.
Claris Financial LLC
Modern Wealth Management, LLC
Tennessee Valley Asset Management Partners
Prospera Financial Services Inc
Northern Trust Corp
Joule Financial, LLC
N.E.W. Advisory Services LLC
Accel Wealth Management
ABLE Financial Group, LLC
APS Management Group, Inc.
Larson Financial Group LLC
Cwm, Llc
SageGuard Financial Group, LLC
Cooper Financial Group
Park Avenue Securities Llc
Alerus Financial Na
Braun-Bostich & Associates Inc.
Phillips Financial Management, Llc
Pandora Wealth, Inc.
VSM Wealth Advisory, LLC
Johnson Investment Counsel Inc
Milestone Asset Management Group, LLC
Pensionmark Financial Group, Llc
MY Wealth Management Inc.
Allspring Global Investments Holdings, LLC
Truefg, Llc
Mainsail Asset Management, Llc
Impact Partnership Wealth, LLC
Global Trust Asset Management, LLC
Retirement Financial Solutions, Llc
Envestnet Asset Management Inc
Wick Capital Partners, LLC
RDA Financial Network
Ruggiero Investments, Inc.
One Capital Management, LLC
LexAurum Advisors, LLC
Miller Capital Partners, Inc.
DUTCH ASSET Corp
EPG Wealth Management LLC
waypoint wealth counsel
Assetmark, Inc
Norden Group Llc
Fsb Premier Wealth Management, Inc.
Creative Financial Designs Inc /adv
Hager Investment Management Services, Llc
Tsfg, Llc
Tranquilli Financial Advisor LLC
Alliance Wealth Advisors, LLC /UT
Gateway Wealth Partners, LLC
Rollins Financial Advisors, LLC
XY Planning Network, Inc.
Marietta Wealth Management, LLC
Iowa State Bank
Morling Financial Advisors, LLC
Canandaigua National Corp
Hartland & Co., LLC
1620 Investment Advisors, Inc.
GGM Financials LLC
Whittier Trust Co
HBW Advisory Services LLC
Wilkins Miller Wealth Management, LLC
Clear Creek Financial Management, LLC
Keystone Financial Group
Gladstone Institutional Advisory LLC
Warner Financial, Inc
United Capital Financial Advisers, Llc
Buska Wealth Management, LLC
Carroll Advisory Group, LLC
Leigh Baldwin & Co., Llc
Kestra Advisory Services, LLC
Franklin Resources Inc
Vantage Point Financial LLC
BOK Financial Private Wealth, Inc.
Creative Planning
SHP Wealth Management
AIFG Consultants Ltd.
Valpey Financial Services, LLC
Paladin Advisory Group, LLC
SJS Investment Consulting Inc.
Selby Wealth Management, LLC
Vanguard National Trust Co
Valued Retirements, Inc.
Aureum Wealth Management, LLC
Raymond James Financial Inc
Able Wealth Management LLC
Vermillion Wealth Management, Inc.
Green Square Capital Advisors Llc
Community Bank, N.A.
Cliftonlarsonallen Wealth Advisors, Llc
Tlwm
Clark Asset Management, LLC
ORG Partners LLC
Fiduciary Alliance LLC
DecisionMap Wealth Management, LLC
Zacks Investment Management
Private Wealth Group, LLC
Founders Capital Management
Northeast Planning Associates, Inc. / Nh /
Fifth Third Securities, Inc.
Zinnia Wealth Advisory, LLC
Retirement Solution Inc.
LPL Financial LLC
High Point Wealth Management, LLC
Ameritas Advisory Services, LLC
Prosperity Planning, Inc.
Advisor Resource Council
Central Pacific Bank - Trust Division
Benjamin Edwards Inc
Eagle Strategies LLC
Tiaa-cref Individual & Institutional Services, Llc
Bensler, LLC
1st Source Bank
Eqis Capital Management, Inc.
Optivise Advisory Services LLC
Indivisible Partners
Summit Investment Advisory Services, LLC
Ballast Advisors Llc
Sage Rhino Capital Llc
Quantinno Capital Management LP
Mission Wealth Management, Lp
Sterling Manor Financial, LLC
Meridian Financial, LLC
Baer Investment Advisory LLC
SCS Capital Management LLC
Toroso Investments, LLC
True Link Financial Advisors, LLC
Mlp3, Llc
Axxcess Wealth Management, Llc
Lowery Thomas, Llc
Putnam Fl Investment Management Co
Jane Street Group, Llc
Mml Investors Services, Llc
Connecticut Wealth Management, LLC
Cary Street Partners Financial Llc
Alta Wealth Advisors LLC
Concord Wealth Partners
Mesirow Financial Investment Management, Inc.
Gts Securities Llc
Oppenheimer & Co Inc
New Covenant Trust Company, N.A.
Rodgers & Associates, LTD
Goepper Burkhardt LLC
Oarsman Capital, Inc.
IFG Advisory, LLC
Cantor Fitzgerald Investment Adviser L.p.
Colton Groome Financial Advisors, Llc
DRW Securities, LLC
One Day In July LLC
Orin Green Financial, LLC
Mustard Seed Financial, LLC
DV Trading LLC
Buffalo Business & Estate Services Ltd
Crewe Advisors LLC
Atlantic Private Wealth, LLC
Dynasty Wealth Management, Llc
UBS Group AG
DAVENPORT & Co LLC
Boyd Wealth Management, LLC
Brown Brothers Harriman & Co
NWF Advisory Services Inc.
Crux Wealth Advisors
Planning Project LLC
Drucker Wealth 3.0, LLC
Burke & Herbert Bank & Trust Co
Root Financial Partners, LLC
Providence Capital Advisors, LLC
Integrity Advisory Solutions, LLC
Tcfg Wealth Management, Llc
BRYN MAWR TRUST Co
Anfield Capital Management, LLC
WealthPLAN Partners, LLC
FreeGulliver LLC
Fmr Llc
Walsh & Associates, LLC
BlackRock, Inc.
Bridgewealth Advisory Group, LLC
Hickory Point Bank & Trust
Skopos Labs, Inc.
MCF Advisors LLC
Prairieview Wealth Partners, Llc
Deutsche Bank Ag\
Brookstone Capital Management
Sepio Capital, LP
Colonial Trust Co / SC
Kropog Financial Group, LLC
Millington Financial Advisors, LLC
PMG Wealth Management, Inc.
Howe & Rusling Inc
Armstrong Advisory Group, Inc
Vanguard Group Inc
Principal Securities, Inc.
Commonwealth Financial Services, LLC
Vawter Financial, Ltd.
Simon Quick Advisors, Llc
Benchmark Financial, LLC
Belpointe Asset Management LLC
SIMA Wealth Partners, LLC
Kuhn & Co Investment Counsel
Petix & Botte Co
Jefferies Financial Group Inc.
Sfam, Llc
Krilogy Financial LLC
Advisor OS, LLC
Thrive Capital Management, LLC
CV Advisors LLC
Northbridge Financial Group, Llc
Calamos Advisors LLC
Hutchens & Kramer Investment Management Group, LLC
Cutler Investment Counsel Llc
Rossby Financial, LCC
Koss-Olinger Consulting, LLC
Goodman Advisory Group, LLC
Canton Hathaway, LLC
Kingdom Financial Group LLC.
Lifeworks Advisors, LLC
EP Wealth Advisors, Inc.
Ieq Capital, Llc
Benson Wealth Management INC
Blue Zone Wealth Advisors, LLC
Thoroughbred Financial Services, Llc
Willner & Heller, Llc
Retiremitten Financial Llc
Annis Gardner Whiting Capital Advisors, LLC
Schrum Private Wealth Management LLC
Mma Asset Management Llc
Warren Street Wealth Advisors, LLC
Kestra Private Wealth Services, Llc
Mount Yale Investment Advisors, LLC
Cobblestone Asset Management LLC
GeoWealth Management, LLC
Cannon Wealth Management Services, LLC
Courier Capital Llc
Stratos Wealth Advisors, LLC
Eagle Global Advisors Llc
Journey Retirement Planning & Investment Management Llc
Sovereign Financial Group, Inc.
MidAtlantic Capital Management, Inc.
Rice Partnership, LLC
Leo H. Evart, Inc.
Key FInancial Inc
Sunesis Advisors, LLC
Sage Mountain Advisors LLC
Broadwater Capital Management Llc
Elevated Capital Advisors, LLC
Sanchez Wealth Management Group
MAI Capital Management
Quest 10 Wealth Builders, Inc.
Venture Visionary Partners LLC
Focused Wealth Management, Inc
Accordant Advisory Group Inc
Global Strategic Investment Solutions, LLC
Innovative Wealth Building LLC
Fairvoy Private Wealth, LLC
Systematic Alpha Investments, LLC
Stephens Inc /ar/
Catalytic Wealth RIA, LLC
Apollon Wealth Management, LLC
Fountainhead AM, LLC
Coston, McIsaac & Partners
Strive Financial Group ,LLC
Bernardo Wealth Planning LLC
Trust Co Of Vermont
Potentia Wealth
Twin Focus Capital Partners, Llc
Bay Capital Advisors, LLC
First Command Advisory Services, Inc.
Breakthru Advisory Services, Llc
AE Wealth Management LLC
Two Sigma Investments, Lp
River Street Advisors LLC
Mascoma Wealth Management LLC
Team Financial Group, LLC
Arlington Trust Co LLC
Mcguire Capital Advisors Inc
Symphony Financial, Ltd. Co.
SmartHarvest Portfolios, LLC
Magnus Financial Group LLC
Dogwood Wealth Management LLC
Hsbc Holdings Plc
MGB Wealth Management, LLC
Accurate Wealth Management, LLC
SkyOak Wealth, LLC
Stone Wealth Partners
LRI Investments, LLC
Morse Asset Management, Inc
Syntegra Private Wealth Group, LLC
AlphaCore Capital LLC
Black Diamond Financial, LLC
Sunburst Financial Group, LLC
Lowe Brockenbrough & Co Inc
Discipline Wealth Solutions, LLC
Scarborough Advisors, LLC
Hancock Whitney Corp
Mitchell Sinkler & Starr/pa
Dynamic Wealth Strategies, LLC
Operose Advisors LLC
ProVise Management Group, LLC
Certified Advisory Corp
Red Door Wealth Management, LLC
Buckingham Strategic Partners
Breakwater Capital Group
Journey Strategic Wealth Llc
Flagship Private Wealth, LLC
Choate Investment Advisors
Navalign, LLC
CarsonAllaria Wealth Management, Ltd.
Members Wealth Llc
Western Wealth Management, LLC
WealthPlan Investment Management, LLC
Whitcomb & Hess, Inc.
Stock Yards Bank & Trust Co
Integrity Wealth Partners, LLC
Strategic Financial Concepts, LLC
LifePlan Financial, LLC
Harbour Investments, Inc.
Capital Group Private Client Services, Inc.
Sherman Asset Management, Inc.
Nottingham Advisors, Inc.
Birchbrook, Inc.
Richard W. Paul & Associates, LLC
Uptown Financial Advisors LLC
Nations Financial Group Inc, /ia/ /adv
Fundamentun, Llc
Crews Bank & Trust
Brian Low Financial Group, Llc
Pinnacle Wealth Management, LLC
Regions Financial Corp
Silverlake Wealth Management Llc
Wealth Enhancement Advisory Services, Llc
Florida Financial Advisors, Llc
Insigneo Advisory Services, Llc
Milestones Private Investment Advisors LLC
ZEGA Investments, LLC
MidFirst Bank
Aviso Wealth Management
Asset One Wealth Management LLC
Fourth Dimension Wealth, LLC
Partners in Financial Planning
BCS Wealth Management
Abound Wealth Management
Byrne Financial Freedom, Llc
Integrity Wealth Solutions LLC
Compass Capital Corp /ma/ /adv
Continuum Advisory, LLC
Cerity Partners LLC
Confluence Wealth Services, Inc.
Madden Advisory Services, Inc.
Buttonwood Financial Group, LLC
TSG Advice Partners, LLC
Elevation Capital Advisory, LLC
Ameriprise Financial Inc
Nwam Llc
Old Second National Bank Of Aurora
Advisory Alpha, LLC
Parsons Capital Management Inc/ri
Money Concepts Capital Corp
McNaughton Wealth Management, LLC
Core Wealth Advisors, Llc
Invesco Ltd.
Altman Advisors, Inc.
Natixis Advisors, L.p.
Reyes Financial Architecture, Inc.
Linscomb & Williams, Inc.
Fusion Family Wealth LLC
International Assets Investment Management, Llc
Matauro, Llc
Hamrick Investment Counsel, llc
Ameriflex Group, Inc.
B.O.S.S. Retirement Advisors, LLC
Cary Street Partner Investment Advisory Llc
Second Line Capital, LLC
Portfolio Resources Advisor Group, Inc.
Advisory Services Network, LLC
Aqr Capital Management Llc
Newbridge Financial Services Group, Inc.
Sargent Investment Group, LLC
Callan Family Office, LLC
Gotham Asset Management, LLC
Vicus Capital
Gen-Wealth Partners Inc
Rsm Us Wealth Management Llc
Manske Wealth Management
Bragg Financial Advisors, Inc
Guardian Wealth Advisors, Llc / Nc
Wealth Advisors of Iowa, LLC
Everest Financial Group LLC
Fortis Group Advisors, LLC
Mcdonald Partners Llc
Somerset Trust Co
Level Four Advisory Services, Llc
Visionary Wealth Advisors
Exchange Traded Concepts, Llc
Magnolia Capital Advisors Llc
Integrated Advisors Network LLC
Vertrix Wealth Management, LLC
Simplicity Wealth,LLC
Arkadios Wealth Advisors
Stratos Wealth Partners, LTD.
DB Fitzpatrick & Co, Inc
Centennial Wealth Advisory LLC
Soltis Investment Advisors LLC
Pinnacle Associates Ltd
Wells Financial Advisors INC
GPS Wealth Strategies Group, LLC
Avion Wealth
Lbmc Investment Advisors, Llc
Stifel Financial Corp
Hofer & Associates. Inc
Parkway Wealth Management Group, LLC
Meeder Advisory Services, Inc.
Concord Asset Management, LLC/VA
Mowery & Schoenfeld Wealth Management, LLC
Willis Johnson & Associates, Inc.
Mutual Advisors, LLC
Sonata Capital Group Inc
Verdence Capital Advisors LLC
POM Investment Strategies, LLC
Independent Advisor Alliance
Roman Butler Fullerton & Co
Tilson Financial Group, Inc.
Caldwell Securities, Inc
Evergreen Advisors, LLC
Capital Investment Advisors, LLC
Roan Capital Partners
Gilpin Wealth Management, Llc
Camden National Bank
Greenleaf Trust
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Fifth Third Wealth Advisors LLC
Berkshire Bank
Evolution Wealth Management Inc.
City Holding Co
Jackson Hole Capital Partners, LLC
Gill Capital Partners, Llc
Summit Financial, LLC
Fiduciary Trust Co
Wells Fargo & Company/mn
PFG Advisors
Signature Estate & Investment Advisors Llc
Capital Analysts, Inc.
Bayban
Parisi Gray Wealth Management
Forefront Wealth Partners, LLC
Sherman Wealth Management LLC
Meritage Portfolio Management
SageView Advisory Group, LLC
Cresset Asset Management, LLC
Dahring | Cusmano Llc
Arcadia Wealth Management, LLC
Capital Management Associates, Inc
Jones Financial Companies Lllp
Horizon Financial Services, Llc
Inman Jager Wealth Management, LLC
Ccg Wealth Management, Llc
Founders Financial Securities Llc
Sequent Planning LLC
Transcend Wealth Collective, Llc
McDonough Capital Management, Inc
SilverOak Wealth Management LLC
Rosenberg Matthew Hamilton
Boulder Wealth Advisors, LLC
Financial Advisory Service, Inc.
Focus Financial Network, Inc.
Auour Investments LLC
Tompkins Financial Corp
WPG Advisers, LLC
West Branch Capital LLC
Ignite Planners, LLC
Rainier Family Wealth Inc
Navigation Group, LLC
Addison Advisors LLC
Mather Group, Llc.
Quadrant Capital Group Llc
Wedmont Private Capital
Key Capital Management, INC
Vise Technologies, Inc.
Blair William & Co/il
Texas Yale Capital Corp.
Rehmann Capital Advisory Group
Coldstream Capital Management Inc
Wealthgarden F.s. Llc
Truvestments Capital Llc
Wealth Advisors Northwest LLC
Parkside Financial Bank & Trust
Strategic Wealth Partners, Ltd.
PSI Advisors, LLC
Brandywine Oak Private Wealth Llc
HB Wealth Management, LLC
Fortis Capital Advisors, LLC
Vanguard Advisers Inc
Fulton Bank, N.a.
Financial & Tax Architects, LLC
Spurstone Advisory Services, LLC
Optimist Retirement Group LLC
MKT Advisors LLC
Beacon Bridge Wealth Partners, LLC
Meramec Financial Planners, LLC
PUREfi Wealth, LLC
RBA Wealth Management, LLC
D.a. Davidson & Co.
IHT Wealth Management, LLC
Black Swift Group, LLC
ESL Trust Services, LLC
Copia Wealth Management
UNIVEST FINANCIAL Corp
Harbor Investment Advisory, Llc
Lionshead Wealth Management, LLC
Sumitomo Mitsui DS Asset Management Company, Ltd
True Blue Financial, LLC
Change Path, LLC
Melone Private Wealth, LLC
Arete Wealth Advisors, LLC
Bawa N Mallick Trust
Hilton Head Capital Partners, LLC
Opal Wealth Advisors, LLC
Cornerstone Planning Group LLC
Teamwork Financial Advisors, LLC
Victory Financial Group, Llc
Advisortrust Partners, Llc
Diligent Investors, LLC
Susquehanna International Group, Llp
Yukon Wealth Management, Inc.
Everpar Advisors Llc
Ring Mountain Capital, LLC
Purkiss Capital Advisors LLC
Fusion Capital, LLC
NewEdge Wealth, LLC
Horizon Wealth Management, LLC
Bartlett & Co. Wealth Management Llc
Miracle Mile Advisors, LLC
Rothschild Investment Llc
55 North Private Wealth, LLC
Neuberger Berman Group LLC
Triton Wealth Management, PLLC
rebel Financial LLC
First Pacific Financial
Murphy & Mullick Capital Management Corp
Hughes Financial Services, LLC
Freestone Capital Holdings, LLC
MWA Asset Management
Atomi Financial Group, Inc.
Regimen Wealth, Llc
GenWealth Group, Inc.
JNBA Financial Advisors
Rockline Wealth Management, LLC
Costello Asset Management, INC
Oakworth Capital, Inc.
71 West Capital Partners
ATX Financial Planning, LLC
Guardsman Private Capital Management, Inc.
Old Point Trust & Financial Services N A
Cannon Financial Strategists, Inc.
Marion Wealth Management
CAPROCK Group, Inc.
New England Capital Financial Advisors LLC
Annex Advisory Services, LLC
Hilltop Holdings Inc.
Palatine Hill Wealth Management, LLC
Xcel Wealth Management, LLC
Onyx Bridge Wealth Group LLC
Abound Financial, Llc
Nicolet Bankshares Inc
EverSource Wealth Advisors, LLC
Capital & Planning, Llc
Loomis Sayles & Co L P
Grand Wealth Management, Llc
Maltin Wealth Management, Inc.
Ashton Thomas Private Wealth, LLC
McGlone Suttner Wealth Management, Inc.
Collaborative Wealth Managment Inc.
Empower Advisory Group, LLC
Wealthspire Advisors, LLC
Calton & Associates, Inc.
ERn Financial, LLC
Compass Financial Services Inc
Secured Retirement Advisors, Llc
IFS Group,LLC
Drake & Associates, LLC
VestGen Advisors, LLC
Wrenne Financial Planning LLC
Compton Financial Group, LLC
Orgel Wealth Management, LLC
Bokf, Na
Gradient Investments LLC
Everstar Asset Management, LLC
Breachway Investments LLC
Samalin Investment Counsel, LLC
Fox Financial, Inc
Graney & King, LLC
Tudor Investment Corp Et Al
Financial Perspectives, Inc
Cornerstone Wealth Management, LLC
Novem Group
Rooted Wealth Advisors, Inc.
LifeGoal Wealth Advisors
O'shaughnessy Asset Management, Llc
Beacon Pointe Advisors, LLC
Mercer Global Advisors Inc /adv
FDx Advisors, Inc.
Hibernia Wealth Partners, LLC
J. Derek Lewis & Associates Inc.
Pathstone Holdings, LLC
Royal Bank Of Canada
Resources Investment Advisors, LLC.
Coordinated Financial Services, Inc.
ArborFi Advisors, LLC
Midwest Trust Co
McMill Wealth Management
Kcm Investment Advisors Llc
Zions Bancorporation, National Association /ut/
Three Bridge Wealth Advisors, LLC
Crescent Sterling, Ltd.
Topsail Wealth Management, LLC
Colony Group, LLC
Ausdal Financial Partners, Inc.
First Horizon Corp
Ashton Thomas Securities, Llc
KPP Advisory Services LLC
Laraway Financial Inc
Wealth Enhancement Trust Services, Inc.
Fisher Asset Management, LLC
SFG Wealth Management, LLC.
Octavia Wealth Advisors, LLC
MBM Wealth Consultants, LLC
Foguth Wealth Management, LLC.
Tower Wealth Partners, Inc.
BankPlus Trust Department
WealthTrak Capital Management LLC
Wedbush Securities Inc
Smallwood Wealth Investment Management, LLC
Investors Research Corp
Security National Bank
Horizon Investments, LLC
Farmers & Merchants Trust Co of Chambersburg PA
Betterment LLC
Ballentine Partners, LLC
Stone Point Wealth LLC
Signet Financial Management, Llc
Portus Wealth Advisors, LLC
Snider Financial Group
Kayne Anderson Rudnick Investment Management Llc
Versant Capital Management, Inc
HHM Wealth Advisors, LLC
Trilogy Capital Inc.
Cozad Asset Management Inc
Kozak & Associates, Inc.
Canandaigua National Trust Co of Florida
ERTS Wealth Advisors, LLC
Caliber Wealth Management, LLC / KS
Financial Life Planners
Hudson Valley Investment Advisors Inc /adv
BIP Wealth, LLC
Argent Trust Co
FCG Investment Co
SigFig Wealth Management, LLC
Huntington National Bank
Crown Wealth Group, LLC
JMG Financial Group, Ltd.
Russell Investments Group, Ltd.
Ballast, Inc.
Heritage Wealth Advisors
Higgins & Schmidt Wealth Strategies LLC
First National Bank Of Omaha
JMN Financial LLC
Sequent Asset Management, LLC
Daviman Financial, LLC
Aegis Wealth Management, Inc.
Facet Wealth, Inc.
Wallington Asset Management, LLC
Rowland & Co Investment Counsel/adv
WCG Wealth Advisors LLC
Godfrey Financial Associates, Inc.
Garrett Wealth Advisory Group, LLC
Jacobi Capital Management LLC
Independence Bank of Kentucky
Evelyn Partners Asset Management Ltd
Northwestern Mutual Wealth Management Co
Truist Financial Corp
Reston Wealth Management Llc
Wallace Advisory Group, LLC
Financial Management Network Inc
Us Bancorp \de\
ORG Wealth Partners, LLC
Investments & Financial Planning, LLC
King Luther Capital Management Corp
Saxony Capital Management, LLC
Inspire Advisors, LLC
Brio Consultants, LLC
Leicht Financial Planning & Wealth Management, Inc.
CWA Asset Management Group, LLC
Quest Investment Management Llc
Ellevest, Inc.
Evergreen Wealth Solutions, LLC
SevenBridge Financial Group, LLC
Laurel Oak Wealth Management, Llc
Wiregrass Investment Management Llc
KC Investment Advisors, LLC
White Lighthouse Investment Management Inc.
Ameritas Investment Partners, Inc.
Wellington Grp LLC
MFA Wealth Services
Caldwell Trust Co
Beacon Capital Management, LLC
Patten & Patten Inc/tn
Private Advisor Group, LLC
Jpmorgan Chase & Co
Quadcap Wealth Management, LLC
Bank Of Montreal /can/
AMJ Financial Wealth Management
Motive Wealth Advisors
Navigate Wealth Management, LLC
Quaker Wealth Management, LLC
Retirement Management Systems Inc.
Ackerman Capital Advisors, LLC
Smartleaf Asset Management LLC
IFP Advisors, Inc
Arq Wealth Advisors, Llc
Diversified Enterprises, LLC
Atlantic Union Bankshares Corp
City Center Advisors, LLC
Prestige Wealth Management Group LLC
Ubs Asset Management Americas Inc
Kingsview Wealth Management, LLC
Integrated Wealth Concepts LLC
Twelve Points Wealth Management LLC
KWB Wealth
Montz Harcus Wealth Management LLC
Fingerlakes Wealth Management, Inc.
Apeiron RIA LLC
Infinity Wealth Counsel, LLC
Duncker Streett & Co Inc
Winthrop Advisory Group LLC
Gentry Private Wealth, Llc
Elite Financial, Inc.
SILVER OAK SECURITIES, Inc
Sigma Planning Corp
Shulman DeMeo Asset Management LLC
Pecaut & Co.
BlackDiamond Wealth Management Inc.
Pinnacle Financial Partners, Inc.
Occidental Asset Management, LLC
Prepared Retirement Institute LLC
Hanson & Doremus Investment Management
Investment Advisory Services Group LLC
Hm Payson & Co
Holistic Planning, LLC
Bogart Wealth, LLC
Tradition Wealth Management, LLC
Lantz Financial LLC
First Trust Advisors Lp
Americana Partners, LLC
Rockefeller Capital Management L.P.
Leo Wealth, LLC
Patriot Financial Group Insurance Agency, LLC
Dagco, Inc.
Plante Moran Financial Advisors, LLC
Bill Few Associates, Inc.
Mainstay Capital Management Llc /adv
Buck Wealth Strategies, LLC
Probity Advisors, Inc.
WNY Asset Management, LLC
Ritter Daniher Financial Advisory LLC / DE
Entelevest, LLC
Peak Asset Management, LLC
Sunbelt Securities, Inc.
Financial Futures Ltd Liability Co.
Hobart Private Capital, LLC
Cassaday & Co Wealth Management LLC
AGH Wealth Advisors, LLC
Apollon Financial, LLC
Financial Consulate, Inc
Stewardship Concepts Financial Services Llc
Princeton Global Asset Management LLC
Monetary Solutions, Ltd
John W. Brooker & Co., CPAs
Verus Capital Partners, Llc
Baltimore-Washington Financial Advisors, Inc.
Salomon & Ludwin, LLC
Redwood Financial Network Corp
Family Wealth Group, LLC
Leslie Global Wealth, LLC
Asset Allocation Strategies LLC
Indiana Trust & Investment Management CO
KLCM Advisors, Inc.
Elevation Advisory Partners LLC
Northwest Wealth Advisors, LLC
Echo Wealth Management, LLC
Tidemark, LLC
LVW Advisors, LLC
Barnes Wealth Management Group, Inc
Sowell Financial Services LLC
Destiny Capital Corp/CO
CENTRAL TRUST Co
Retirement Income Solutions, Inc
Noble Wealth Management PBC
Cadia Private Client LLC
Prudential Financial Inc
Janney Montgomery Scott LLC
Fairman Group, LLC
Valtinson Bruner Financial Planning LLC
Steigerwald, Gordon & Koch Inc.
Midwest Capital Advisors, LLC
Angeles Wealth Management, Llc
Idaho Trust Bank
626 Financial, LLC
Keener Financial Planning LLC
Bfsg, Llc
Sanctuary Advisors, LLC
Cambridge Investment Research Advisors, Inc.
Wall Capital Group, Inc.
Winch Advisory Services, LLC
Ancora Advisors, LLC
Badgley Phelps Wealth Managers, LLC
Cornerstone National Bank & Trust Co
Trust Co
Latitude Advisors, LLC
Keudell/Morrison Wealth Management
Financial Network Wealth Advisors LLC
CBM Financial, LLC
Flagship Harbor Advisors, Llc
Alliance Private Wealth, LLC
National Asset Management, Inc.
Aventus Investment Advisors, Inc.
Advisor Group Holdings, Inc.
VisionPoint Advisory Group, LLC
MONECO Advisors, LLC
Central Valley Advisors, Llc
Synergy Investment Management, LLC
Financial Security Advisor, Inc.
GHP Investment Advisors, Inc.
Exencial Wealth Advisors, Llc
American Trust
Sage Financial Management Group, Inc.
Diversify Wealth Management, Llc
North Star Asset Management Inc
Pacific Center for Financial Services
Key Client Fiduciary Advisors, LLC
Falcon Wealth Planning
TIAA Wealth Investment Management LLC
Allworth Financial LP
NorthRock Partners, LLC
Detalus Advisors, LLC
Investor's Fiduciary Advisor Network, LLC
Sequoia Financial Advisors, LLC
Diversified Management Inc
Palladiem, Llc
Shum Financial Group, Inc.
Hrt Financial Lp
Trask Adam Roland
Geneos Wealth Management Inc.
Advance Capital Management, Inc.
Drive Wealth Management, Llc
Waller Financial Planning Group, Inc
Quent Long Short Global Small Cap Fund, LP
Sightline Wealth Advisors, LLC
Mark Sheptoff Financial Planning, Llc
AlphaStar Capital Management, LLC
MBL Wealth, LLC
Solutions 4 Wealth, Ltd
Burney Co/
Dynamic Advisor Solutions LLC
Brookwood Investment Group LLC
EJMK Ventures LLC
Intrua Financial, LLC
Ayalon Holdings Ltd.
Tobias Financial Advisors, Inc.
Goldman Sachs Group Inc
Dorsey & Whitney Trust CO LLC
Choice Wealth Advisors, LLC
PCG Wealth Advisors, LLC
Nbt Bank N A /ny
One Charles Private Wealth Services, LLC
TD Capital Management LLC
MOR Wealth Management, LLC
Evoke Wealth, Llc
Provident Wealth Management, LLC
Aprio Wealth Management, LLC
Mayfair Advisory Group, LLC
Goldstone Financial Group, LLC
Oregon Pacific Wealth Management, LLC
FC Advisory LLC
Redwood Investment Management, Llc
Gemmer Asset Management LLC
Keating Financial Advisory Services, Inc.
Premier Financial Group
Luken Investment Analytics, LLC
Nbc Securities, Inc.
Jericho Financial, Llp
Rakuten Securities, Inc.
Grant Private Wealth Management Inc
Alpha Cubed Investments, LLC
Solano Wealth Investment Advisors LLC
Byrne Asset Management LLC
Mach-1 Financial Group, Inc.
Centerpoint Advisors, LLC
Ronald Blue Trust, Inc.
Lane Brothers & Co Inc
Acropolis Investment Management, LLC
Savvy Advisors, Inc.
IAG Wealth Partners, LLC
Ambassador Advisors, LLC
NewSquare Capital LLC
Envestnet Portfolio Solutions, Inc.
Hollencrest Capital Management
First Financial Corp /in/
Golden State Equity Partners
Raab & Moskowitz Asset Management LLC
HighPoint Advisor Group LLC
Networth Advisors, LLC
Denver Wealth Management, Inc.
Nvest Financial, LLC
Perigon Wealth Management, LLC
Richmond Investment Services, LLC
Citigroup Inc
Vision Retirement, LLC
Prostatis Group LLC
Virtue Capital Management, LLC
Capital Investment Advisory Services, LLC
Richardson Capital Management LLC
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