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

iShares Trust - iShares MSCI USA Min Vol Factor ETF
US ˙ BATS ˙ US46429B6974

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