IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF - Net Long/Short Value

iShares Trust - iShares Core MSCI Total International Stock ETF
US ˙ NasdaqGM ˙ US46432F8344

IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF - Net Long/Short Value
Această pagină oferă evaluările nete long/short pentru fiecare deținere instituțională raportată prin dosarele 13F sau NPORT. Pentru a calcula valoarea netă lung/short, adăugăm valoarea acțiunilor la valoarea opțiunii call și scădem valoarea opțiunii put. Fondurile care raportează poziții împrumutate pe scurt vor raporta valorile acțiunilor drept negative. Pozițiile lungi nete vor avea numere pozitive în coloana lung/short net, iar pozițiile scurte nete vor avea valori negative în acea coloană.
Proprietar Valoarea capitalului propriu
(1000 USD)
Valoarea apelului
(1000 USD)
Pune valoare
(1000 USD)
Net lung/scurt
(1000 USD)
Disciplina Capital Management LLC
Angeles Wealth Management, Llc
Millstone Evans Group, LLC
Downshift Financial, LLC
Chicago Partners Investment Group LLC
Sovran Advisors, LLC
Twelve Points Wealth Management LLC
Independent Wealth Advisors LLC
Tocqueville Asset Management L.p.
Main Street Group, LTD
Steward Partners Investment Advisory, Llc
Advisors Management Group Inc /adv
Verdence Capital Advisors LLC
Truist Financial Corp
Equitable Holdings, Inc.
UMA Financial Services, Inc.
Manning & Napier Advisors Llc
Davidson Investment Advisors
Clear Investment Research, Llc
Twin Peaks Wealth Advisors, LLC
Mitchell Capital Management Co
FC Advisory LLC
MeadowBrook Investment Advisors LLC
Dakota Wealth Management
Capital Advisors, Ltd. LLC
Aaron Wealth Advisors LLC
Keybank National Association/oh
RKL Wealth Management LLC
4wealth Advisors, Inc.
Gerber Kawasaki Wealth & Investment Management
Dorsey & Whitney Trust CO LLC
Fiduciary Advisors, Inc.
Windward Private Wealth Management Inc.
Impact Partnership Wealth, LLC
Aventura Private Wealth, LLC
Catalyst Private Wealth, Llc
Northern Trust Corp
Cahaba Wealth Management, Inc.
SOA Wealth Advisors, LLC.
Newbridge Financial Services Group, Inc.
DT Investment Partners, LLC
Barrett & Company, Inc.
Balentine LLC
Lakeshore Financial Planning, Inc.
Canandaigua National Trust Co of Florida
Cwm, Llc
Total Clarity Wealth Management, Inc.
Heritage Wealth Advisors
Larson Financial Group LLC
RAM Investment Partners, LLC
May Hill Capital, LLC
Cadinha & Co Llc
Resources Management Corp /ct/ /adv
CIBC Private Wealth Group, LLC
We Are One Seven, LLC
Activest Wealth Management
Key FInancial Inc
Miracle Mile Advisors, LLC
Argonautica Private Wealth Management, Inc
Newton One Investments LLC
Procyon Private Wealth Partners, LLC
Mml Investors Services, Llc
Canopy Partners, LLC
Naviter Wealth, LLC
Regatta Capital Group, Llc
Weatherly Asset Management L. P.
CFO4Life Group, LLC
SWS Partners
Brookstone Capital Management
Baker Ellis Asset Management LLC
Williams & Novak, LLC
Pinnacle Wealth Management Group, Inc.
Aviso Financial Inc.
Forum Private Client Group LLC
Liberty Capital Management, Inc.
Advyzon Investment Management, LLC
Traynor Capital Management, Inc.
Lido Advisors, LLC
Essential Planning, LLC.
Networth Advisors, LLC
AMG National Trust Bank
Standpoint Asset Management, LLC
KFA Private Wealth Group, LLC
Ade, Llc
Sigma Planning Corp
Boston Standard Wealth Management, LLC
Rhl Group, Llc
Richard W. Paul & Associates, LLC
MBL Wealth, LLC
49 Wealth Management, Llc
AllSquare Wealth Management LLC
Eldridge Investment Advisors, Inc.
Cetera Investment Advisers
Shared Vision Wealth Group LLC
Westend Capital Management LLC
Capital Analysts, Inc.
Cushing Capital Partners, LLC
Blueprint Investment Partners LLC
Miller Capital Partners, Inc.
Signal Advisors Wealth, LLC
Daybright Advisory Services, Inc.
FSM Wealth Advisors, LLC
Jfs Wealth Advisors, Llc
Ancora Advisors, LLC
United Capital Financial Advisers, Llc
Magnolia Wealth Management, LLC
Wbh Advisory Inc
VERITY Wealth Advisors
WealthCollab, LLC
Clune & Associates, Ltd.
Ieq Capital, Llc
Cranbrook Wealth Management, LLC
Cresset Asset Management, LLC
Tucker Asset Management Llc
Strategic Blueprint, LLC
BlueStem Wealth Partners, LLC
Wolff Wiese Magana Llc
Independent Financial Group, Llc
Raab & Moskowitz Asset Management LLC
Colonial Trust Co / SC
Comerica Bank
XML Financial, LLC
Invested Advisors
Timmons Wealth Management, LLC
Savant Capital, LLC
ARS Investment Partners, LLC
Ellis Investment Partners, LLC
Financial Advisory Service, Inc.
Columbia River Financial Group, LLC
JMG Financial Group, Ltd.
Libra Wealth Llc
Asset Dedication, LLC
Resources Investment Advisors, LLC.
Catalyst Investment Management LLC
Nearwater Capital Markets, Ltd
PUREfi Wealth, LLC
HORAN Wealth, LLC
Canandaigua National Bank & Trust Co
Pinnacle Wealth Planning Services, Inc.
WPG Advisers, LLC
Bravias Capital Group, LLC
Quotient Wealth Partners, LLC
Benjamin Edwards Inc
West Paces Advisors Inc.
Financial Architects, LLC
Sanctuary Advisors, LLC
American State Bank (Iowa)
Astoria Strategic Wealth, Inc.
Mather Group, Llc.
United Community Bank
Nisa Investment Advisors, Llc
Nbc Securities, Inc.
Goldstein Advisors, LLC
Kiley Juergens Wealth Management, Llc
Blume Capital Management, Inc.
Mpwm Advisory Solutions, Llc
Duncker Streett & Co Inc
Brady Martz Wealth Solutions, LLC
Means Investment Co., Inc.
Tectonic Advisors Llc
Golden State Wealth Management, LLC
StoneX Group Inc.
Klaas Financial Asset Advisors, LLC
Fairvoy Private Wealth, LLC
Certified Advisory Corp
Canandaigua National Corp
Stone House Investment Management, LLC
Spartan Wealth Advisory Services LLC
Gunpowder Capital Management, LLC dba Oliver Wealth Management
Wealthfront Advisers Llc
Ausdal Financial Partners, Inc.
Gts Securities Llc
Breakwater Investment Management
Voisard Asset Management Group, Inc.
Mars Jewett Financial Group, Inc.
Wealthspire Advisors, LLC
Berkshire Bank
Trust Co Of Virginia /va
Calton & Associates, Inc.
Kingsview Wealth Management, LLC
Private Wealth Asset Management, LLC
Compass Ion Advisors, LLC
Manuka Financial, LLC
Cvfg Llc
Steel Peak Wealth Management LLC
Sterling Investment Counsel, LLC
Cozad Asset Management Inc
Creative Planning
Roble, Belko & Company, Inc
CVA Family Office, LLC
Facet Wealth, Inc.
Freedom Day Solutions, LLC
Pensionmark Financial Group, Llc
Emerald Investment Partners, Llc
Fundamentun, Llc
BridgePort Financial Solutions, LLC
Luminvest Wealth Management LLC
Alerus Financial Na
Cora Capital Advisors Llc
Mv Capital Management, Inc.
Bank Of Nova Scotia
Mount Yale Investment Advisors, LLC
Merit Financial Group, LLC
Oliver Luxxe Assets LLC
Cherry Tree Wealth Management, LLC
Isthmus Partners, Llc
Advisory Resource Group
Johnson Investment Counsel Inc
Cassilly Financial Group LLC
M&t Bank Corp
Copia Wealth Management
Rothschild Investment Llc
Bank Julius Baer & Co. Ltd, Zurich
Obermeyer Wood Investment Counsel, Lllp
Natixis Advisors, L.p.
TAGStone Capital, Inc.
Commerce Bank
Marex Group plc
Tower Research Capital LLC (TRC)
VisionPoint Advisory Group, LLC
ETF Portfolio Partners, Inc.
Good Harbor Advisors, Inc.
CIBC Bancorp USA Inc.
Rockefeller Capital Management L.P.
Smallwood Wealth Investment Management, LLC
Life Planning Partners, Inc
Drucker Wealth 3.0, LLC
Mjp Associates Inc /adv
Rehmann Capital Advisory Group
Financial Perspectives, Inc
Hill Island Financial Llc
Change Path, LLC
Atlantic Private Wealth, LLC
Bellwether Advisors, LLC
Cedar Mountain Advisors, LLC
Summit Investment Advisory Services, LLC
Wealthcare Capital Management Llc
Mayport, Llc
AssuredPartners Investment Advisors, LLC
Colonial Trust Advisors
Moneta Group Investment Advisors Llc
Capstone Wealth Management, LLC
Alliance Wealth Advisors, LLC /UT
Clark Asset Management, LLC
Amica Mutual Insurance Co
Clear Creek Financial Management, LLC
Parsons Capital Management Inc/ri
Everest Management Corp.
GKV Capital Management Co., Inc.
Platform Wealth Management, LLC
Triumph Capital Management
IAG Wealth Partners, LLC
Greenline Partners, LLC
MA Private Wealth
Modera Wealth Management, LLC
Main Street Financial Solutions, LLC
Addison Advisors LLC
Jaffetilchin Investment Partners, LLC
Arete Wealth Advisors, LLC
RMB Capital Management, LLC
Zhang Financial LLC
Hanson & Doremus Investment Management
Greykasell Wealth Strategies, Inc.
Next Capital Management LLC
AdvisorNet Financial, Inc
Prime Capital Investment Advisors, LLC
GDS Wealth Management
TFC Financial Management
Capital Investment Counsel, Inc
Prairieview Wealth Partners, Llc
CENTRAL TRUST Co
HighPoint Advisor Group LLC
Belpointe Asset Management LLC
Schwab Charitable Fund
Blair William & Co/il
Winthrop Advisory Group LLC
Key Capital Management, INC
Clark Wealth Partners
Whittier Trust Co Of Nevada Inc
Toth Financial Advisory Corp
Wise Wealth Partners
Hantz Financial Services, Inc.
J.E. Simmons & Co., P.C.
Tacita Capital Inc
Sanchez Levi Garrett
Birchbrook, Inc.
Seeds Investor Llc
Garden State Investment Advisory Services LLC
Signaturefd, Llc
Robertson Stephens Wealth Management, LLC
Helium Advisors LLC
Taylor & Morgan Wealth Management, LLC
Mission Wealth Management, Lp
Harbour Investments, Inc.
Alpha Financial Partners, LLC
Canton Hathaway, LLC
Beckerman Institutional, LLC
Carl P. Sherr & Co., LLC
Torren Management, LLC
Karras Company, Inc.
Trinity Wealth Management, LLC
Umb Bank N A/mo
Beacon Financial Advisory LLC
Evolve Private Wealth, Llc
Connecticut Wealth Management, LLC
Morgan Stanley
Romano Brothers And Company
Kastel Capital Advisors, LLC
Transamerica Financial Advisors, Inc.
Signature Equity Partners, LLC
Nbt Bank N A /ny
Continental Investors Services, Inc.
TCG Advisory Services, LLC
BKD Wealth Advisors, LLC
Apollon Wealth Management, LLC
Goldman Sachs Group Inc
CoreFirst Bank & Trust
Oxford Financial Group Ltd
Sentinel Wealth Management, Inc.
Spire Wealth Management
Raymond James Financial Inc
Wealthcare Capital Partners, LLC
Burling Wealth Partners, Llc
Sara-Bay Financial
Polaris Investment Advisors, LLC
Legacy Advisors, LLC
Hazlett, Burt & Watson, Inc.
Fairway Wealth LLC
Access Financial Services, Inc.
LPL Financial LLC
Coston, McIsaac & Partners
Financial Council Asset Management Inc
SJA Financial Advisory, LLC
AlphaStar Capital Management, LLC
AAFCPAs Wealth Management, LLC
Fortitude Family Office, LLC
Snowden Capital Advisors LLC
BlackRock, Inc.
Basepoint Wealth LLC
Capital Investment Counsel, LLC
Gateway Wealth Partners, LLC
Dv Equities, Llc
Diversify Wealth Management, Llc
TD Waterhouse Canada Inc.
Cogent Strategic Wealth Llc
Financial Alternatives, Inc
Glass Jacobson Investment Advisors llc
Aegis Wealth Management LLC
National Bank Of Canada /fi/
Clare Market Investments LLC
Federation des caisses Desjardins du Quebec
Amplius Wealth Advisors, LLC
Brandywine Oak Private Wealth Llc
Inman Jager Wealth Management, LLC
Adams Wealth Management
Vestmark Advisory Solutions, Inc.
Kestra Private Wealth Services, Llc
Global Strategic Investment Solutions, LLC
Allen Investment Management LLC
Equitable Trust Co
Vantage Financial Partners, LLC
Up Strategic Wealth Investment Advisors Llc
NFP Retirement, Inc.
LFA - Lugano Financial Advisors SA
Wedmont Private Capital
Icon Wealth Advisors, LLC
Wealthcare Advisory Partners LLC
Rede Wealth, LLC
SilverOak Wealth Management LLC
Crews Bank & Trust
American Financial Advisors, LLC
Luken Investment Analytics, LLC
Financial Engines Advisors L.L.C.
U.S. Capital Wealth Advisors, LLC
Smartleaf Asset Management LLC
Cooper/haims Advisors, Llc
Sunbelt Securities, Inc.
JGP Wealth Management, LLC
TritonPoint Partners, LLC
Michels Family Financial, LLC
Us Bancorp \de\
Tiaa-cref Individual & Institutional Services, Llc
Ameriprise Financial Inc
Mutual Advisors, LLC
TD Capital Management LLC
Rsm Us Wealth Management Llc
Evolution Wealth Management Inc.
Pinnacle Wealth Management Advisory Group, LLC
Investment Advisory Services Group LLC
DecisionMap Wealth Management, LLC
MidFirst Bank
Cooper Financial Group
Breakwater Capital Group
Waldron Private Wealth LLC
Stratos Wealth Partners, LTD.
Summit Financial, LLC
Soltis Investment Advisors LLC
Princeton Global Asset Management LLC
Hobbs Group Advisors, LLC
Spectrum Strategic Capital Management, LLC
Lineweaver Wealth Advisors, LLC
Oppenheimer & Co Inc
Laurel Oak Wealth Management, Llc
Truefg, Llc
Cape Investment Advisory, Inc.
Wellington Shields & Co., LLC
Aspect Partners, LLC
Valeo Financial Advisors, LLC
Envestnet Asset Management Inc
Wick Capital Partners, LLC
Pacific Point Advisors, LLC
Red Mountain Financial, LLC
Abundance Wealth Counselors
CFS Investment Advisory Services, LLC
Strathmore Capital Advisors, Inc.
Flagship Private Wealth, LLC
Edge Financial Advisors LLC
Versant Capital Management, Inc
Sandy Cove Advisors, LLC
Atomi Financial Group, Inc.
Beacon Financial Planning, Inc
Kathmere Capital Management, LLC
VestGen Advisors, LLC
Roof Eidam & Maycock/adv
Haverford Trust Co
ESL Trust Services, LLC
Shelter Mutual Insurance Co
Coldstream Capital Management Inc
Chatham Capital Group, Inc.
International Assets Investment Management, Llc
Brown, Lisle/cummings, Inc.
Arrowroot Family Office, LLC
Riggs Asset Managment Co. Inc.
SRS Capital Advisors, Inc.
Ballast Financial Advisors LLC
MAI Capital Management
Sequoia Financial Advisors, LLC
Dagco, Inc.
UBS Group AG
Quadrant Capital Group Llc
RPG Investment Advisory, LLC
Glen Eagle Advisors, LLC
Fermata Advisors, LLC
Williams Jones Wealth Management, LLC.
Ritholtz Wealth Management
Cambridge Financial Group, LLC
Brandes Investment Partners, Lp
Brand Asset Management Group, Inc.
Royal Bank Of Canada
Wellington Grp LLC
Sentinel Trust Co Lba
Burk Holdings LLC
Hartland & Co., LLC
COFG Advisors, LLC
Money Concepts Capital Corp
Paladin Advisory Group, LLC
Mcguire Capital Advisors Inc
Howe & Rusling Inc
Enzi Wealth
Red Lighthouse Investment Management, Llc
Bank Of Montreal /can/
Price T Rowe Associates Inc /md/
Cahill Financial Advisors Inc
National Wealth Management Group, LLC
Holos Integrated Wealth LLC
Atlantic Trust, LLC
Adventist Health System/ West
Vanguard Advisers Inc
Confluence Wealth Services, Inc.
Fi3 FINANCIAL ADVISORS, LLC
Financial Freedom, LLC
Selective Wealth Management, Inc.
Integrity Wealth Solutions LLC
Janney Montgomery Scott LLC
Ally Invest Advisors Inc.
Sterling Investment Advisors Llc /adv
Kelly Financial Group Llc
Forte Asset Management Llc
BIP Wealth, LLC
Element Pointe Advisors, Llc
Moisand Fitzgerald Tamayo, LLC
Captrust Financial Advisors
Proffitt & Goodson Inc
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Cary Street Partners Financial Llc
Integrated Advisors Network LLC
Wedbush Securities Inc
IHT Wealth Management, LLC
Nemes Rush Group LLC
Lunt Capital Management, Inc.
Security Financial Services, INC.
True North Advisors, LLC
Keystone Financial Group
Capital Planning Advisors, LLC
Evernest Financial Advisors, LLC
Armis Advisers, LLC
GuidedMoney, LLC
Kerntke Otto McGlone Wealth Management Group
Advisors Capital Management, LLC
Patriot Investment Management Inc.
Missouri Trust & Investment Co
Ascent Group, LLC
Envestnet Portfolio Solutions, Inc.
Gibbs Wealth Management
Citadel Advisors Llc
Betterment LLC
Cerity Partners LLC
Capital Developers, LLC
Rooted Wealth Advisors, Inc.
Advocate Group Llc
Parallel Advisors, LLC
Sharper & Granite LLC
Westmount Partners, LLC
Gainplan LLC
Ullmann Financial Group, Inc.
Glenview Trust Co
Root Financial Partners, LLC
McKinley Carter Wealth Services, Inc.
Advisor Group Holdings, Inc.
Capitolis Liquid Global Markets Llc
Tranquility Partners, LLC
Van Cleef Asset Management,Inc
Essex Financial Services, Inc.
Rossmore Private Capital
Sjbenen Advisory, Llc
Blueprint Financial Advisors LLC
MCF Advisors LLC
Beacon Pointe Advisors, LLC
Wiser Advisor Group LLC
Foundations Investment Advisors, LLC
Thoroughbred Financial Services, Llc
Linscomb & Williams, Inc.
55 North Private Wealth, LLC
Strategic Investment Solutions, Inc. /IL
CoreCap Advisors, LLC
Ashton Thomas Securities, Llc
PFG Advisors
Stifel Financial Corp
Tradewinds, LLC.
EP Wealth Advisors, Inc.
Financial Network Wealth Management LLC
McIlrath & Eck, LLC
Rialto Wealth Management, LLC
Falcon Wealth Planning
Guidance Point Advisors, LLC
Wealth Alliance
Marshall Financial Group LLC
Independent Solutions Wealth Management, LLC
Stirlingshire Investments, Inc.
Collective Family Office Llc
Cornerstone Wealth Management, LLC
Maple Capital Management, Inc.
LJI Wealth Management, LLC
Pennsylvania Capital Management Inc /adv
Fisher Asset Management, LLC
Garrison Point Advisors, Llc
Sax Wealth Advisors, Llc
Gleason Group, Inc.
Westside Investment Management, Inc.
DMG Group, LLC
Portside Wealth Group, LLC
Firestone Capital Management
Integrated Wealth Concepts LLC
SJS Investment Consulting Inc.
Comprehensive Financial Planning, Inc./PA
Ameriflex Group, Inc.
Youngs Advisory Group, Inc.
Sfam, Llc
Independent Advisor Alliance
Retiremitten Financial Llc
Quest 10 Wealth Builders, Inc.
NorthRock Partners, LLC
Madison Park Capital Advisors, LLC
IFP Advisors, Inc
Independence Bank of Kentucky
United Financial Planning Group LLC
Private Trust Co Na
Aqr Capital Management Llc
Lpwm Llc
Howland Capital Management Llc
Ckw Financial Group
Goldstone Financial Group, LLC
TPG Advisors LLC
D.a. Davidson & Co.
Argent Trust Co
Chesley Taft & Associates LLC
HighMark Wealth Management LLC
Quantinno Capital Management LP
Dynasty Wealth Management, Llc
Wealth Enhancement Advisory Services, Llc
Nations Financial Group Inc, /ia/ /adv
Tred Avon Family Wealth, Llc
Continuum Advisory, LLC
Carr Financial Group Corp
Klingman & Associates, LLC
ForthRight Wealth Management, LLC
Csenge Advisory Group
Advisory Services Network, LLC
Smithfield Trust Co
TBH Global Asset Management, LLC
Watershed Private Wealth Llc
Alpine Woods Capital Investors, Llc
Morris Financial Concepts, Inc.
Courage Miller Partners, LLC
GW&K Investment Management, LLC
Creative Financial Designs Inc /adv
Bank of New York Mellon Corp
New England Professional Planning Group Inc.
Riverbend Wealth Management, LLC
Gladstone Institutional Advisory LLC
Family Management Corp
Commonwealth Retirement Investments LLC
LeClair Wealth Partners LLC
TRUE Private Wealth Advisors
SIMA Wealth Partners, LLC
ZEGA Investments, LLC
Pine Valley Investments Ltd Liability Co
GAMMA Investing LLC
GSG Advisors LLC
GHP Investment Advisors, Inc.
Raleigh Capital Management Inc.
Global Trust Asset Management, LLC
Jpmorgan Chase & Co
HHM Wealth Advisors, LLC
Kestra Investment Management, LLC
Rather & Kittrell, Inc.
Avantax Planning Partners, Inc.
Bedel Financial Consulting, Inc.
Crescent Grove Advisors, LLC
Traveka Wealth, LLC
RFG Advisory, LLC
Pnc Financial Services Group, Inc.
Baer Investment Advisory LLC
Aspiring Ventures, LLC
Pacific Park Financial, Inc.
Pitcairn Wealth Advisors LLC
OpenArc Corporate Advisory, LLC
Tenon Financial LLC
Townsend Financial Planning, LLC
Keystone Financial Group, Inc.
Ethos Financial Group, LLC
Moors & Cabot, Inc.
Valmark Advisers, Inc.
Simplex Trading, Llc
Td Private Client Wealth Llc
Financial Designs Corp
Capital Group Private Client Services, Inc.
Cornerstone Planning Group LLC
Citigroup Inc
Sightline Wealth Advisors, LLC
Bogart Wealth, LLC
Christensen, King & Associates Investment Services, Inc.
Orion Capital Management LLC
PW Nova Financial Services LLC
Park Square Financial Group, LLC
Oarsman Capital, Inc.
Beacon Bridge Wealth Partners, LLC
RBF Capital, LLC
Swmg, Llc
Brasada Capital Management, Lp
Claro Advisors LLC
M3 Advisory Group, LLC
Cantor Fitzgerald Investment Adviser L.p.
Geneos Wealth Management Inc.
Cardiff Park Advisors, Llc
Greenwood Gearhart Inc
KWB Wealth
Strategic Wealth Advisors LLC
Maripau Wealth Management Llc
White Lighthouse Investment Management Inc.
Susquehanna International Group, Llp
Byrne Asset Management LLC
Vicus Capital
Hardy Reed LLC
VSM Wealth Advisory, LLC
Founders Financial Alliance, LLC
Tsfg, Llc
Madison Wealth Partners, Inc
KM Capital Management Ltd.
Perigon Wealth Management, LLC
Strid Group, LLC
CAPROCK Group, Inc.
Ballentine Partners, LLC
SC&H Financial Advisors, Inc.
Capital Investment Advisory Services, LLC
DAVENPORT & Co LLC
Golden State Equity Partners
Wells Fargo & Company/mn
Jacobson & Schmitt Advisors, Llc
Glenmede Trust Co Na
Lvm Capital Management Ltd/mi
Planning Project LLC
Leo H. Evart, Inc.
Tannin Capital LLC
Summit Wealth Partners, LLC
Fiduciary Financial Group, Llc
Shufro Rose & Co Llc
Davidson Trust Co
WFA of San Diego, LLC
Wesbanco Bank Inc
Abound Wealth Management
Sagespring Wealth Partners, Llc
Scotia Capital Inc.
Integrity Alliance, Llc.
Real Talk Capital, LLC
Simplicity Wealth,LLC
Silverlake Wealth Management Llc
Tactive Advisors, LLC
Summit Wealth Group, LLC
Atlas Legacy Advisors, LLC
Clark Capital Management Group, Inc.
National Asset Management, Inc.
Columbus Macro, LLC
BlackDiamond Wealth Management Inc.
Kestra Advisory Services, LLC
Global Assets Advisory, LLC
Archer Investment Corp
GeoWealth Management, LLC
Cyndeo Wealth Partners, LLC
Renaissance Technologies Llc
Kingdom Financial Group LLC.
Cherrydale Wealth Management, Llc
Matrix Private Capital Group Llc
Western Wealth Management, LLC
Birchcreek Wealth Management, LLC
Dougherty Wealth Advisers LLC
UNIVEST FINANCIAL Corp
Brinker Capital Investments, LLC
Spectrum Investment Advisors, Inc.
Reflection Asset Management
MorganRosel Wealth Management, LLC
Verus Financial Partners, Inc.
Embree Financial Group
Putnam Fl Investment Management Co
KDT Advisors, LLC
Arkadios Wealth Advisors
Salem Investment Counselors Inc
Walsh & Associates, LLC
Single Point Partners, LLC
Adventist Health System Sunbelt Healthcare Corp
Cambridge Associates Llc /ma/ /adv
Bartlett & Co. Wealth Management Llc
Squarepoint Ops LLC
Forbes J M & Co Llp
Vise Technologies, Inc.
Colorado Capital Management, Inc.
Cliftonlarsonallen Wealth Advisors, Llc
Bank of New Hampshire
SILVER OAK SECURITIES, Inc
Sapient Capital Llc
Leonard Rickey Investment Advisors P.L.L.C.
Flagship Harbor Advisors, Llc
Atwood & Palmer Inc
Carlton Hofferkamp & Jenks Wealth Management, LLC
Lowe Brockenbrough & Co Inc
Talon Private Wealth, LLC
Brown Brothers Harriman & Co
Vision Retirement, LLC
Greenwood Capital Associates Llc
Main Street Research LLC
Alliance Wealth Advisors, LLC
Sound Stewardship, LLC
Sentinus, LLC
Keel Point, LLC
Accredited Investors Inc.
Forza Wealth Management, LLC
Wealth Effects Llc
NewEdge Wealth, LLC
Carnegie Capital Asset Management, LLC
Nyl Investors Llc
POM Investment Strategies, LLC
First Command Advisory Services, Inc.
Sound Income Strategies, LLC
Global Wealth Strategies & Associates
Pinnacle Associates Ltd
PFS Partners, LLC
BRYN MAWR TRUST Co
Madson Wealth Advisors Inc
O'shaughnessy Asset Management, Llc
Atria Investments Llc
Acorns Advisers, LLC
Intelligence Driven Advisers, LLC
Mariner, LLC
Wealth Enhancement Trust Services, Inc.
Invera Wealth Advisors, LLC
Fmr Llc
Meridian Wealth Management, LLC
TCI Wealth Advisors, Inc.
CacheTech Inc.
LRI Investments, LLC
Capstone Financial Advisors, Inc.
Koshinski Asset Management, Inc.
Pure Financial Advisors, Inc.
Fund Evaluation Group, LLC
Thrive Wealth Management, LLC
Investment Advisory Group, LLC
Strategic Wealth Partners, Ltd.
Beaird Harris Wealth Management, LLC
Sage Mountain Advisors LLC
First Hawaiian Bank
Urban Wealth Management, LLC
Empowered Funds, LLC
Baron Silver Stevens Financial Advisors, Llc
Pathstone Holdings, LLC
Lakeridge Wealth Management LLC
Jamison Private Wealth Management, Inc.
Heritage Wealth Architects, Inc.
Mascoma Wealth Management LLC
Evanson Asset Management, LLC
First Heartland Consultants, Inc.
Financial Life Planners
Savvy Advisors, Inc.
Atlas Private Wealth Advisors
Ronald Blue Trust, Inc.
AlphaCore Capital LLC
Franklin Resources Inc
REAP Financial Group, LLC
EverSource Wealth Advisors, LLC
Mill Creek Capital Advisors, LLC
FSA Advisors, Inc.
3Chopt Investment Partners, LLC
JDH Wealth Management, LLC
Biltmore Family Office, LLC
BlueChip Wealth Advisors LLC
Everstar Asset Management, LLC
St. Louis Trust Co
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Cambient Family Office, Llc
Arista Wealth Management, LLC
Novus Advisors, Llc
GGM Financials LLC
Wiley Bros.-aintree Capital, Llc
Empower Advisory Group, LLC
AlTi Global, Inc.
Signal Tree Financial Partners Llc
Allworth Financial LP
Able Wealth Management LLC
Baker Avenue Asset Management, LP
Arlington Trust Co LLC
Oakworth Capital, Inc.
Element Wealth, LLC
Benchmark Financial Wealth Advisors, LLC
Magnus Financial Group LLC
STAR Financial Bank
Hutchens & Kramer Investment Management Group, LLC
Winthrop Partners - Wny, Llc
Advisor OS, LLC
Global Retirement Partners, LLC
Wellington Shields Capital Management, LLC
Avion Wealth
Roundview Capital LLC
High Probability Advisors, LLC
Sachetta, LLC
Vanguard Group Inc
Harbor Investment Advisory, Llc
Sage Financial Group Inc
Park Avenue Securities Llc
Legacy Wealth Management, Inc
Garrett Investment Advisors LLC
Parkside Financial Bank & Trust
Skyline Advisors, Inc.
GenTrust, LLC
Apella Capital, LLC
Joel Isaacson & Co., LLC
Insigneo Advisory Services, Llc
Financial Management Professionals, Inc.
Halbert Hargrove Global Advisors, Llc
Stephens Inc /ar/
waypoint wealth counsel
Es4, Llc
Great Valley Advisor Group, Inc.
Tide Cove Capital Partners LLC
Tortoise Investment Management, LLC
Legacy Bridge, LLC
Ameritas Advisory Services, LLC
Cambridge Investment Research Advisors, Inc.
Wealth Management Associates, Inc.
Pallas Capital Advisors LLC
McGlone Suttner Wealth Management, Inc.
SHP Wealth Management
Pennington Partners & Co., Llc
Warren Averett Asset Management, LLC
Kingswood Wealth Advisors, Llc
SCS Capital Management LLC
Graves-Light Private Wealth Management, Inc.
Hoxton Planning & Management, LLC
Bailard, Inc.
Verum Partners LLC
Prospera Financial Services Inc
High Falls Advisors, Inc
Brown Advisory Inc
SageView Advisory Group, LLC
Principal Securities, Inc.
MontVue Capital Management, Inc.
Kaufman Rossin Wealth, LLC
Mayflower Financial Advisors, LLC
Plante Moran Financial Advisors, LLC
Cassaday & Co Wealth Management LLC
Jones Financial Companies Lllp
Intentional Wealth Strategies, LLC
Patriot Financial Group Insurance Agency, LLC
Beirne Wealth Consulting Services, LLC
Stokes Family Office, LLC
Nwam Llc
Gryphon Financial Partners LLC
Vertex Planning Partners, LLC
Thrivent Financial For Lutherans
Huntington National Bank
Strategic Point Investment Advisors, LLC
PFG Investments, LLC
Buckingham Strategic Partners
Russell Investments Group, Ltd.
Synergy Investment Management, LLC
Colony Group, LLC
HighTower Advisors, LLC
Integrity Advisory Solutions, LLC
Wealth Group Ltd
West Branch Capital LLC
St Germain D J Co Inc
Northwestern Mutual Wealth Management Co
W.G. Shaheen & Associates DBA Whitney & Co
CI Private Wealth, LLC
Cornerstone Advisors Asset Management, Inc
Trust Co
Blue Water Asset Management
Modern Wealth Management, LLC
Indiana Trust & Investment Management CO
EPG Wealth Management LLC
Triad Wealth Partners, LLC
Bond & Devick Financial Network, Inc.
Client 1st Advisory Group, Llc
Planning Center, Inc.
Gotham Asset Management, LLC
Charter Oak Capital Management, LLC
Finley Financial, LLC
Squire Investment Management Company, LLC
Lloyd Advisory Services, LLC.
Liberty Wealth Management Llc
Atlantic Edge Private Wealth Management, LLC
Wescott Financial Advisory Group, LLC
Sovereign Financial Group, Inc.
Private Advisor Group, LLC
Venturi Wealth Management, LLC
AE Wealth Management LLC
Bank Of America Corp /de/
Aznar Financial Advisors, LLC
Guardian Wealth Advisors, Llc / Nc
Level Four Advisory Services, Llc
Jim Saulnier & Associates, Llc
Allianz Asset Management GmbH
Hubbell Strickland Wealth Management, LLC
Regal Investment Advisors LLC
Sharkey, Howes & Javer
Venture Visionary Partners LLC
Blue Edge Capital, LLC
Helen Stephens Group, LLC
Naples Global Advisors, Llc
Ubs Asset Management Americas Inc
Capital Insight Partners, Llc
Mercer Global Advisors Inc /adv
YANKCOM Partnership
Bank Of Hawaii
Penobscot Wealth Management
Hilltop Partners LLC
Medallion Wealth Advisors, LLC
Patrick Mauro Investment Advisor, INC.
Gwn Securities Inc.
RFP Financial Group LLC
Assetmark, Inc
Bricktown Capital, LLC
Gallagher Fiduciary Advisors, LLC
Baird Financial Group, Inc.
Benson Wealth Management INC
Rossby Financial, LCC
Revolve Wealth Partners, LLC
Ashton Thomas Private Wealth, LLC
Anfield Capital Management, LLC
Birchwood Financial Partners, Inc.
Park Place Capital Corp
Delos Wealth Advisors, LLC
Tompkins Financial Corp
Farther Finance Advisors, LLC
Valpey Financial Services, LLC
True Blue Financial, LLC
Private Capital Management, LLC
HB Wealth Management, LLC
Fifth Third Securities, Inc.
Fountainhead AM, LLC
ATLas Financial Planning LLC
Pinnacle Financial Partners, Inc.
Alliancebernstein L.p.
Crewe Advisors LLC
Unique Wealth, Llc
Note Advisors, LLC
Retirement Wealth Solutions LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
Neuberger Berman Group LLC
Lodestar Private Asset Management Llc
Victory Financial Group, Llc
Seascape Capital Management
Johnson Financial Group, Inc.
Aptus Capital Advisors, LLC
Guardsman Private Capital Management, Inc.
Marietta Wealth Management, LLC
J.w. Cole Advisors, Inc.
Snider Financial Group
Phillips Financial Management, Llc
Godfrey Financial Associates, Inc.
Fifth Third Bancorp
Valley National Advisers Inc
Clarius Group, LLC
James J. Burns & Company, LLC
Meridian Wealth Partners, LLC
Mesirow Financial Investment Management, Inc.
Lee Danner & Bass Inc
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