CL:IAU / iShares Gold Trust - Net Long/Short Value

iShares Gold Trust
CL ˙ SNSE ˙ US4642852044
CL:IAU / iShares Gold Trust - Net Long/Short Value
Auf dieser Seite finden Sie die Netto-Long/Short-Bewertungen für jede institutionelle Beteiligung, die über die 13F- oder NPORT-Berichte gemeldet wurde. Um den Netto-Long/Short-Wert zu berechnen, addieren wir den Aktienwert zum Wert der Call-Option und ziehen den Wert der Put-Option ab. Fonds, die geliehene Short-Positionen melden, weisen den Aktienwert als negativ aus. Netto-Long-Positionen haben positive Zahlen in der Netto-Long/Short-Spalte, und Netto-Short-Positionen haben negative Werte in dieser Spalte.
Besitzer Eigenkapitalwert
($1000)
Call Wert
($1000)
Put Wert
($1000)
Net Long/Short
($1000)
Two West Capital Advisors LLC
Archer Investment Corp
Northcape Wealth Management, Llc
Signature Wealth Management Group
Ckw Financial Group
National Asset Management, Inc.
Stableford Capital Ii Llc
Fearless Solutions, LLC dba Best Invest
Zions Bancorporation, National Association /ut/
Bank Of Montreal /can/
Patriot Financial Group Insurance Agency, LLC
Richard Young Associates, Ltd.
West Family Investments, Inc.
Rochester Wealth Strategies, LLC
Modern Wealth Management, LLC
First United Bank Trust/
Emerald Investment Partners, Llc
Blue Chip Partners, Inc.
Betterment LLC
Financial Partners Group, Inc
Buckingham Strategic Partners
Lake Street Financial Llc
GPS Wealth Strategies Group, LLC
Attessa Capital LLC
Gould Capital, LLC
Barclays Plc
Calton & Associates, Inc.
NorthRock Partners, LLC
Intrua Financial, LLC
Jeppson Wealth Management, Llc
Nearwater Capital Markets, Ltd
Sunesis Advisors, LLC
Future Financial Wealth Managment LLC
Hartland & Co., LLC
Rossby Financial, LCC
VCU Investment Management Co
Cranbrook Wealth Management, LLC
Independent Wealth Network Inc.
Financial Engines Advisors L.L.C.
Hamrick Investment Counsel, llc
Entelevest, LLC
BCGM Wealth Management, LLC
TRUE Private Wealth Advisors
Jackson Wealth Management, LLC
Blueprint Investment Partners LLC
Transcend Wealth Collective, Llc
Naples Global Advisors, Llc
Verger Capital Management LLC
Evolution Wealth Advisors, LLC
Telos Capital Management, Inc.
Axiom Investment Management LLC
Nicolet Bankshares Inc
Fmr Llc
Beaird Harris Wealth Management, LLC
Sulzberger Capital Advisors, Inc.
Clear Retirement Advice LLC
Kingswood Wealth Advisors, Llc
LiftPoint Family Wealth Advisors LLC
Anchor Investment Management, LLC
Susquehanna International Group, Llp
WCG Wealth Advisors LLC
Lodestar Private Asset Management Llc
United Community Bank
First City Capital Management, Inc.
Quadrant Private Wealth Management, LLC
Bayshore Capital Advisors, LLC
Gateway Wealth Partners, LLC
Schnieders Capital Management, Llc.
CNB Bank
Colony Group, LLC
Oak Harvest Investment Services
Petersen Hastings Wealth Advisors Inc.
Cm Wealth Advisors Llc
NewEdge Wealth, LLC
Octavia Wealth Advisors, LLC
Massmutual Trust Co Fsb/adv
Crosspoint Financial, Llc
Stirlingshire Investments, Inc.
Noesis Capital Mangement Corp
Meridian Wealth Advisors, LLC
Principia Wealth Advisory, LLC
Okabena Investment Services Inc
Global Wealth Management, LLC
Tidemark, LLC
Fairvoy Private Wealth, LLC
Claro Advisors LLC
Princeton Global Asset Management LLC
Vestmark Advisory Solutions, Inc.
Sowa Financial Group, Inc.
Park Edge Advisors, LLC
United Financial Planning Group LLC
BCJ Capital Management, LLC
Valley National Advisers Inc
Moment Partners, LLC
First PREMIER Bank
Sound Income Strategies, LLC
TSA Wealth Managment LLC
Axxcess Wealth Management, Llc
NavPoint Financial, Inc.
Chandler Asset Management, Inc.
Soltis Investment Advisors LLC
New Harbor Financial Group, LLC
Parsons Capital Management Inc/ri
Stock Yards Bank & Trust Co
Money Concepts Capital Corp
Rakuten Securities, Inc.
Continuum Advisory, LLC
Zacks Investment Management
St Germain D J Co Inc
Florida Financial Advisors, Llc
BKM Wealth Management, LLC
Magnolia Capital Advisors Llc
LRI Investments, LLC
Plante Moran Financial Advisors, LLC
Evoke Wealth, Llc
Well Done, LLC
Nova Wealth Management, Inc.
Patton Fund Management, Inc.
Concorde Asset Management, LLC
Landing Point Financial Group, LLC
Hengehold Capital Management Llc
Element Wealth, LLC
WealthPlan Investment Management, LLC
Capital Investment Advisors, LLC
Main Street Financial Solutions, LLC
Breakwater Investment Management
Chesapeake Wealth Management
Concentrum Wealth Management
Compagnie Lombard Odier SCmA
Front Row Advisors LLC
Macroview Investment Management Llc
Lantz Financial LLC
Crumly & Associates Inc.
Willis Johnson & Associates, Inc.
A4 Wealth Advisors LLC
Quent Capital, LLC
Beacon Financial Group
Atlantic Edge Private Wealth Management, LLC
Mizuho Securities Co. Ltd.
Atlantic Trust, LLC
Prospera Financial Services Inc
Pure Portfolios Holdings Llc
BKA Wealth Consulting, Inc.
Prevail Innovative Wealth Advisors, Llc
LifePlan Financial, LLC
FFG Partners, LLC
RFG - Bristol Wealth Advisors, LLC
Aries Wealth Management
Fiduciary Alliance LLC
Bokf, Na
AAFMAA Wealth Management & Trust LLC
Blue Bell Private Wealth Management, Llc
Beacon Financial Advisory LLC
Retirement Income Solutions, Inc
Jones Financial Companies Lllp
Marex Group plc
Erste Asset Management GmbH
Madden Advisory Services, Inc.
Davis R M Inc
Stone House Investment Management, LLC
Courage Capital Management Llc
King Luther Capital Management Corp
Werba Rubin Papier Wealth Management
HORAN Wealth, LLC
Wiley Bros.-aintree Capital, Llc
Evernest Financial Advisors, LLC
Kovack Advisors, Inc.
Quantify Chaos Advisors, Llc
RWM Asset Management, LLC
Jamison Private Wealth Management, Inc.
Lakeridge Wealth Management LLC
Assetmark, Inc
Elm Partners Management LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
Safeguard Investment Advisory Group, LLC
Beacon Investment Advisory Services, Inc.
Basso Capital Management, L.p.
Strategic Investment Solutions, Inc. /IL
Tudor Investment Corp Et Al
Sharper & Granite LLC
Frankly Finances, LLC
Advyzon Investment Management, LLC
Signet Private Wealth LLC
Fortress Financial Group, Llc
Busey Wealth Management
Gamco Investors, Inc. Et Al
Sittner & Nelson, Llc
New England Private Wealth Advisors LLC
Axecap Investments, LLC
Quadrature Capital Ltd
Wallington Asset Management, LLC
XY Planning Network, Inc.
Sanchez Gaunt Capital Management, LLC
Private Wealth Management Group, LLC
Cetera Investment Advisers
Jmac Enterprises Llc
Bfsg, Llc
Green Ridge Wealth Planning LLC
Sentinus, LLC
WJ Wealth Management, LLC
Excelsior Advisor Network LLC
Stewardship Concepts Financial Services Llc
Cadinha & Co Llc
Kaydan Wealth Management, Inc.
Marshall & Sterling Wealth Advisors Inc.
Mercer Global Advisors Inc /adv
Kestra Advisory Services, LLC
Orcam Financial Group
Main Management LLC
Kohmann Bosshard Financial Services, LLC
Andrews Advisory Associates, LLC
Birch Hill Investment Advisors LLC
Braeburn Wealth Management LLC
Townsend & Associates, Inc
Hobbs Group Advisors, LLC
Brookstone Capital Management
Fiduciary Advisors, Inc.
Putnam Fl Investment Management Co
Bank Of Nova Scotia
Mission Creek Capital Partners, Inc.
Emerald Investment Advisers, LLC
McAlvany Wealth Management LLC
PUREfi Wealth, LLC
Buttonwood Financial Group, LLC
Sapient Capital Llc
DHJJ Financial Advisors, Ltd.
Benjamin Edwards Inc
Lido Advisors, LLC
Flagship Harbor Advisors, Llc
Phillips Financial Management, Llc
Douglass Winthrop Advisors, LLC
Lloyd Advisory Services, LLC.
5th Street Advisors, LLC
CI Private Wealth, LLC
Aprio Wealth Management, LLC
Geneva Partners, LLC
GoalVest Advisory LLC
Keebeck Wealth Management, LLC
Banque Cantonale Vaudoise
Cambridge Associates Llc /ma/ /adv
JSF Financial, LLC
First Command Advisory Services, Inc.
LOM Asset Management Ltd
Trust Co Of Vermont
Capital Asset Managemnet, LLC
Towneley Capital Management, Inc / DE
Private Advisor Group, LLC
James J. Burns & Company, LLC
Accretive Wealth Partners, LLC
Asset Dedication, LLC
APCM Wealth Management for Individuals
One Capital Management, LLC
Prudential Plc
First Financial Group Corp
Connecticut Wealth Management, LLC
Magnolia Private Wealth, LLC
Community Financial Services Group, LLC
Compass Wealth Management, LLC/GA
S.A. Mason LLC
Manchester Capital Management LLC
ETF Store, Inc.
Aventura Private Wealth, LLC
Fairman Group, LLC
Bedel Financial Consulting, Inc.
Regency Capital Management Inc.\DE
Nottingham Advisors, Inc.
Signal Advisors Wealth, LLC
Gunpowder Capital Management, LLC dba Oliver Wealth Management
City Center Advisors, LLC
Ascent Group, LLC
Wealth Analytics Partners, LLC
Sentinel Pension Advisors Inc
Umb Bank N A/mo
Litman Gregory Asset Management LLC
Madison Wealth Partners, Inc
Creative Capital Management Investments LLC
Dorsey & Whitney Trust CO LLC
Insigneo Advisory Services, Llc
Bessemer Group Inc
Tempus Wealth Planning, LLC
United Asset Strategies, Inc.
Arkansas Financial Group, Inc.
VSM Wealth Advisory, LLC
Quattro Financial Advisors Llc
Vivaldi Capital Management, LLC
We Are One Seven, LLC
Commerce Bank
SkyView Investment Advisors, LLC
W.G. Shaheen & Associates DBA Whitney & Co
Saxon Interests, Inc.
FineMark National Bank & Trust
Trust Co Of Toledo Na /oh/
BDFS Capital LLC
Allegheny Financial Group LTD
RFG Advisory, LLC
Gibson Capital, LLC
Oxford Financial Group Ltd
Code Waechter LLC
Presidio Capital Management, LLC
Procyon Private Wealth Partners, LLC
Sawyer & Company, Inc
Garrett Investment Advisors LLC
Viewpoint Capital Management LLC
Sfm, Llc
Capital Advantage, Inc.
Trademark Financial Management, LLC
Global Retirement Partners, LLC
Quent Long Short Global Small Cap Fund, LP
Swp Financial Llc
Weaver Consulting Group
Kelly Financial Services LLC
West Bancorporation Inc
Advisor Resource Council
Helium Advisors LLC
Signature Securities Group Corporation
Forza Wealth Management, LLC
EPG Wealth Management LLC
Gerber Kawasaki Wealth & Investment Management
Goldman Sachs Group Inc
Traveka Wealth, LLC
Shepherd Street Advisors LLC
Bradley Foster & Sargent Inc/ct
Twelve Points Wealth Management LLC
Neuberger Berman Group LLC
Turtle Creek Wealth Advisors, LLC
Brown Brothers Harriman & Co
Balboa Wealth Partners
Indiana Trust & Investment Management CO
Aberdeen Wealth Management LLC
Coastal Bridge Advisors, LLC
Carrera Capital Advisors
Arete Wealth Advisors, LLC
AA Financial Advisors, LLC
Purkiss Capital Advisors LLC
Legacy Trust
Red Mountain Financial, LLC
Cornerstone Wealth Management, LLC
Founders Financial Securities Llc
Cathy Pareto & Associates, Inc
E&G Advisors, LP
Farmers & Merchants Investments Inc
Uniting Wealth Partners, LLC
Cambridge Investment Research Advisors, Inc.
AE Wealth Management LLC
Ellis Investment Partners, LLC
Laurel Oak Wealth Management, Llc
J. L. Bainbridge & Co., Inc.
Ballew Advisors, Inc
Bank OZK
Cypress Capital Group
Shared Vision Wealth Group LLC
Parkside Financial Bank & Trust
Doliver Advisors, Lp
Spectrum Planning & Advisory Services Inc.
WNY Asset Management, LLC
IFC & Insurance Marketing, Inc.
Aspect Partners, LLC
Bank Julius Baer & Co. Ltd, Zurich
Federation des caisses Desjardins du Quebec
Pullen Investment Management, LLC
Jane Street Group, Llc
Wealth Care LLC
BCU Wealth Advisors, LLC
Raleigh Capital Management Inc.
Financial Management Network Inc
SWAN Capital LLC
Tiaa-cref Individual & Institutional Services, Llc
Comerica Bank
Heritage Trust Co
Belvedere Trading LLC
Ergawealth Advisors, Inc.
Cresset Asset Management, LLC
OneAscent Family Office, LLC
Centennial Wealth Advisory LLC
NFP Retirement, Inc.
Sterling Capital Management LLC
Sound View Wealth Advisors Group, LLC
Citizens Financial Group Inc/ri
Amundi
Insight 2811, Inc.
WESCAP Management Group, Inc.
1620 Investment Advisors, Inc.
Ridge Creek Global, Inc
Centerpoint Advisors, LLC
Kestra Private Wealth Services, Llc
Transamerica Financial Advisors, Inc.
AlTi Global, Inc.
Laidlaw Wealth Management LLC
Regatta Capital Group, Llc
West Paces Advisors Inc.
Clarity Asset Management, Inc.
Rebalance, Llc
Garrison Point Advisors, Llc
Clear Wave Wealth Management Llc
Centaurus Financial, Inc.
Harbour Investments, Inc.
SB Capital Management Inc
Narwhal Capital Management
Solidarilty Wealth, LLC
Resources Management Corp /ct/ /adv
CBIZ Investment Advisory Services, LLC
Journey Advisory Group, LLC
NewSquare Capital LLC
Noble Wealth Management PBC
Crcm Lp
Meridian Wealth Management, LLC
Ballentine Partners, LLC
Spectrum Asset Management, Inc. (NB/CA)
Intrepid Capital Management Inc
Miracle Mile Advisors, LLC
Graney & King, LLC
Ruggiero Investments, Inc.
Boreal Capital Management LLC
One Degree Advisors Inc
Henderson Brothers Financial Partners, LLC
OpenArc Corporate Advisory, LLC
Pachira Investments Inc.
Ssa Swiss Advisors Ag
Global Trust Asset Management, LLC
One Charles Private Wealth Services, LLC
Cooke Wealth Management, LLC
Richmond Investment Services, LLC
Bangor Savings Bank
Liberty Atlantic Advisors LLC
Northwest Capital Management Inc
TRB Wealth Management, LLC
Clune & Associates, Ltd.
Wealthfront Advisers Llc
Moors & Cabot, Inc.
Chatham Capital Group, Inc.
Employees Retirement System of Texas
Vanguard National Trust Co
True Vision MN LLC
Dakota Community Bank & Trust NA
Triad Wealth Partners, LLC
Hoey Investments, Inc
Comprehensive Money Management Services LLC
Ipsen Advisor Group LLC
Smithfield Trust Co
Atlantic Union Bankshares Corp
Ameliora Wealth Management Ltd.
Trevian Wealth Management LLC
NWF Advisory Services Inc.
Stonehage Fleming Financial Services Holdings Ltd
Dopkins Wealth Management, Llc
Empowered Funds, LLC
Kure Advisory, LLC
Wbh Advisory Inc
Allstate Corp
Revolve Wealth Partners, LLC
Bellecapital International Ltd.
Perennial Advisors, LLC
American National Bank
Beacon Financial Planning, Inc
Fort Washington Investment Advisors Inc /oh/
Ritholtz Wealth Management
Petra Financial Advisors Inc
Zhang Financial LLC
Secure Asset Management, LLC
Permanens Capital L.P.
CWA Asset Management Group, LLC
Chicago Capital, LLC
Rialto Wealth Management, LLC
Ieq Capital, Llc
Panoramic Investment Advisors, Llc
Liberty Square Wealth Partners Llc
Legacy Bridge, LLC
Daymark Wealth Partners, Llc
Tarbox Family Office, Inc.
Pacifica Partners Inc.
First Financial Corp /in/
Strengthening Families & Communities, LLC
Northwestern Mutual Wealth Management Co
Capital Performance Advisors Llp
Fiduciary Financial Group, Llc
Keystone Financial Group
Pacific Excel Wealth Advisors, Inc.
Prentiss Smith & Co Inc
Woodmont Investment Counsel Llc
Atwater Malick LLC
Cape Investment Advisory, Inc.
Centric Wealth Management
Alaethes Wealth LLC
Tikvah Management LLC
RCW Management, LLC
Waldron Private Wealth LLC
Old Port Advisors
Kestra Investment Management, LLC
Mainstay Capital Management Llc /adv
Essential Partners LLC
Armis Advisers, LLC
LPL Financial LLC
Dynamic Wealth Strategies, LLC
R.P. Boggs & Co.
Indivisible Partners
D.a. Davidson & Co.
Exencial Wealth Advisors, Llc
Huntington National Bank
SCS Capital Management LLC
Wells Fargo & Company/mn
Durante & Waters, Llc
Storen Legacy Partners, LLC
Asset Advisory Group, Inc.
Smith, Moore & Co.
Market Street Wealth Management Advisors Llc
International Private Wealth Advisors LLC
Continuum Wealth Advisors, Llc
Legacy Edge Advisors, LLC
Legend Financial Advisors, Inc.
Frank, Rimerman Advisors LLC
Exit Wealth Advisors, LLC.
National Philanthropic Trust
First Pacific Financial
Bellwether Advisors, LLC
Alesco Advisors Llc
Clarion Wealth Managment Partners, LLC
Cozad Asset Management Inc
Integrity Financial Corp /WA
Rosenberg Matthew Hamilton
Rogco, Lp
Roehl & Yi Investment Advisors, LLC
Elevated Financial Group LLC
Kanawha Capital Management Llc
Sherman Porfolios, Llc
Global Assets Advisory, LLC
HighTower Advisors, LLC
Austin Private Wealth, LLC
Colter Lewis Investment Partners LLC
TBH Global Asset Management, LLC
Tocqueville Asset Management L.p.
Mader & Shannon Wealth Management, Inc.
Baron Silver Stevens Financial Advisors, Llc
Grimes & Company, Inc.
Blume Capital Management, Inc.
Laffer Investments
Sheets Smith Wealth Management
Godfrey Financial Associates, Inc.
Winthrop Capital Management, LLC
Addison Capital Co
Park Place Capital Corp
Tucker Asset Management Llc
WESPAC Advisors SoCal, LLC
Black Diamond Financial, LLC
First Eagle Investment Management, LLC
HHM Wealth Advisors, LLC
Scarborough Advisors, LLC
Dagco, Inc.
Winch Advisory Services, LLC
Sigma Planning Corp
Union Bancaire Privee, UBP SA
Ewa, Llc
Moon Capital Management Lp
Smallwood Wealth Investment Management, LLC
GAMMA Investing LLC
Ofc Financial Planning, Llc
Marks Group Wealth Management, Inc
Franklin Street Advisors Inc /nc
BEAM Asset Management, LLC
Tsfg, Llc
Alhambra Investment Partners LLC
Euro Pacific Asset Management, LLC
Chesapeake Asset Management Llc
Inlet Private Wealth, LLC
Team Financial Group, LLC
Clear Creek Financial Management, LLC
Highline Wealth Partners Llc
Stone Point Wealth LLC
Altfest L J & Co Inc
Icon Wealth Advisors, LLC
Penobscot Wealth Management
Quest Investment Management Llc
Hamilton Point Investment Advisors, LLC
Callan Family Office, LLC
Pinnacle Financial Partners, Inc.
17 Capital Partners, Llc
Burling Wealth Partners, Llc
Bridgewater Advisors Inc.
Unique Wealth, Llc
Magnolia Wealth Management, LLC
Atlanta Consulting Group Advisors, LLC
Tiaa Trust, National Association
Stonebridge Financial Group, LLC
StoneX Group Inc.
Silver Grove Financial Group, Inc.
Principal Securities, Inc.
Trustmark National Bank Trust Department
Semus Wealth Partners LLC
BridgePort Financial Solutions, LLC
Chevy Chase Trust Holdings, Inc.
Bay Harbor Wealth Management, LLC
Butensky & Cohen Financial Security, Inc
Cushing Capital Partners, LLC
Grant Street Asset Management, Inc.
Marble Wealth, LLC
Integrated Advisors Network LLC
Captrust Financial Advisors
Seeds Investor Llc
IFG Advisory, LLC
Pure Financial Advisors, Inc.
Whalerock Point Partners, Llc
MEMBERS Trust Co
Lynx Investment Advisory
Amplius Wealth Advisors, LLC
CIBC Private Wealth Group, LLC
First Horizon Corp
Csenge Advisory Group
LaSalle St. Investment Advisors, LLC
Principle Wealth Partners Llc
BCS Private Wealth Management, Inc.
Vance Wealth, Inc.
SILVER OAK SECURITIES, Inc
Southern Michigan Bank & Trust
Johnson Financial Group, Inc.
Verus Capital Partners, Llc
Trust Point Inc.
Nolet Wealth Management, LLC
Blalock Williams, Llc
Hillcrest Wealth Advisors - NY, LLC
Ridgeline Wealth Planning, LLC
Aqr Capital Management Llc
Cercano Management LLC
Compass Financial Group, INC/SD
Mirae Asset Global Investments Co., Ltd.
Chilton Capital Management Llc
Modera Wealth Management, LLC
Larson Financial Group LLC
Cottage Street Advisors LLC
Laird Norton Trust Company, Llc
One Wealth Advisors, LLC
CPR Investments Inc.
Grand Central Investment Group
Hsbc Holdings Plc
Hilltop Holdings Inc.
Brave Asset Management Inc
Mount Yale Investment Advisors, LLC
Baldwin Brothers Inc/ma
BOS Asset Management, LLC
Merrithew & Thorsten Inc
LFA - Lugano Financial Advisors SA
Td Private Client Wealth Llc
Jpmorgan Chase & Co
Anfield Capital Management, LLC
Beese Fulmer Investment Management, Inc.
Rakuten Investment Management, Inc.
Summit Financial, LLC
BostonPremier Wealth LLC
Kwmg, Llc
Ubs Asset Management Americas Inc
Advisors Capital Management, LLC
AllGen Financial Advisors, Inc.
MBM Wealth Consultants, LLC
Pitcairn Wealth Advisors LLC
Novak & Powell Financial Services, Inc.
Accredited Investors Inc.
IMC-Chicago, LLC
SOA Wealth Advisors, LLC.
Nkcfo Llc
Professional Advisory Services Inc
Foster & Motley Inc
Family Management Corp
Van Hulzen Asset Management, LLC
Mosley Wealth Management
Everest Financial Group LLC
Stegent Equity Advisors, Inc.
Tanglewood Wealth Management, Inc.
Burns J W & Co Inc/ny
Janney Montgomery Scott LLC
Hilltop Partners LLC
Independent Solutions Wealth Management, LLC
Great Valley Advisor Group, Inc.
TPG Advisors LLC
Tactive Advisors, LLC
Level Four Advisory Services, Llc
Simon Quick Advisors, Llc
Evergreen Capital Management Llc
Courier Capital Llc
Granite FO LLC
Deutsche Bank Ag\
Visionary Wealth Advisors
Hippocratic Financial Advisors, LLC
Sharkey, Howes & Javer
Norden Group Llc
Diversified Trust Co
Janus Henderson Group Plc
Marino Management, LLC
Galvin, Gaustad & Stein, LLC
Center For Asset Management LLC
Blue Capital, Inc.
DMG Group, LLC
Acropolis Investment Management, LLC
REAP Financial Group, LLC
ASL Financial, LLC
Koa Wealth Management, LLC
Lvm Capital Management Ltd/mi
Dunhill Financial, LLC
Onyx Bridge Wealth Group LLC
Circle Wealth Management, LLC
Valeo Financial Advisors, LLC
PDS Planning, Inc
Braun-Bostich & Associates Inc.
McIlrath & Eck, LLC
Security Financial Services, INC.
MAI Capital Management
Bluedoor Private Wealth, Llc
Twin Peaks Wealth Advisors, LLC
Archetype Wealth Partners
Capital Squared Financial LLC
Avaii Wealth Management, Llc
Cauble & Harre Wealth Management, Inc.
Exchange Bank
Mechanics Financial Corp
Manning & Napier Advisors Llc
Capital City Trust Co/fl
Mcguire Capital Advisors Inc
Knollwood Investment Advisory, LLC
Aptus Capital Advisors, LLC
Catalyst Investment Management LLC
DBK Financial Counsel, LLC
JB Capital LLC
WFA of San Diego, LLC
Acorn Financial Advisory Services Inc /adv
M. Kulyk & Associates, LLC
Farrell Financial LLC
Napier Financial, LLC
Proathlete Wealth Management Llc
Vernal Point Advisors, LLC
Compass Financial Group, Inc.
Portfolio Resources Advisor Group, Inc.
Wealth Dimensions Group, Ltd.
SFE Investment Counsel
Savvy Advisors, Inc.
Private Client Services, Llc
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Signature Estate & Investment Advisors Llc
Wealth Architects, LLC
Bravera Wealth
Pacific Point Advisors, LLC
Leavell Investment Management, Inc.
Integrated Investment Consultants, LLC
Krilogy Financial LLC
MorganRosel Wealth Management, LLC
KG&L Capital Management,LLC
First Nebraska Trust Co
Evercore Wealth Management, LLC
Itau Unibanco Holding S.A.
Auxano Advisors, LLC
Hazlett, Burt & Watson, Inc.
Beck Capital Management, Llc
Cary Street Partners Financial Llc
Per Stirling Capital Management, LLC.
Horizons Wealth Management
Diversified Management Inc
Ethos Financial Group, LLC
Scotia Capital Inc.
Wealthgarden F.s. Llc
Wealth Management Partners, LLC
Wilkerson Advisory Group LLC
Badgley Phelps Wealth Managers, LLC
LifePlan Investment Advisors, Inc.
Arbor Investment Advisors, LLC
Muirfield Wealth Advisors Llc
Archford Capital Strategies, LLC
Gen-Wealth Partners Inc
Seacrest Wealth Management, Llc
Colonial Trust Advisors
DCF Advisers, LLC
Endowment Wealth Management, Inc.
Tme Financial, Inc.
JNBA Financial Advisors
Vontobel Holding Ltd.
Welch & Forbes Llc
Montecito Bank & Trust
Barnes Dennig Private Wealth Management LLC
Wsfs Capital Management, Llc
Wellspring Financial Advisors, LLC
Joseph P. Lucia & Associates, LLC
Baker Boyer National Bank
Cambridge Advisors Inc.
Novem Group
Financial Synergies Wealth Advisors, Inc.
Foster Dykema Cabot & Partners, Llc
Azimuth Capital Investment Management LLC
Hudson Oak Wealth Advisory LLC
D L Carlson Investment Group Inc
Reliant Investment Partners, LLC
Naviter Wealth, LLC
Simmons Bank
Broussard Financial Group LLC
NDVR, Inc.
Coldstream Capital Management Inc
Schf (gpe), Llc
Wellington Grp LLC
Citigroup Inc
Atria Investments Llc
Newbridge Financial Services Group, Inc.
AMG National Trust Bank
Brandywine Oak Private Wealth Llc
Eurizon Asset Management Hungary Ltd.
Wealth Science Advisors LLC
Central Bank & Trust Co
Peapack Gladstone Financial Corp
World Equity Group, Inc.
Ameriprise Financial Inc
Networth Advisors, LLC
Sankala Group LLC
Barnes Wealth Management Group, Inc
Motco
Cedar Wealth Management, LLC
Holistic Financial Partners
PFG Investments, LLC
Clear Investment Research, Llc
Syon Capital Llc
Live Oak Private Wealth LLC
SG Americas Securities, LLC
Banco BTG Pactual S.A.
Caldwell Trust Co
MTM Investment Management, LLC
Cullen/frost Bankers, Inc.
Jacobi Capital Management LLC
Stephens Consulting, LLC
Vident Advisory, LLC
NorthCrest Asset Manangement, LLC
Intesa Sanpaolo Wealth Management
Glenview Trust Co
Sumitomo Mitsui DS Asset Management Company, Ltd
J.Safra Asset Management Corp
Capital Advisors Wealth Management, LLC
Beacon Bridge Wealth Partners, LLC
Ambassador Advisors, LLC
West Branch Capital LLC
Hutchens & Kramer Investment Management Group, LLC
Verity Asset Management, Inc.
Foundations Investment Advisors, LLC
Boston Family Office Llc
Mayflower Financial Advisors, LLC
Milestone Asset Management, Llc
BTC Capital Management, Inc.
Cypress Wealth Services, LLC
Willis Investment Counsel
Hamilton Capital, LLC
IHT Wealth Management, LLC
Dentgroup LLC
Schmidt P J Investment Management Inc
Wealthbridge Capital Management, Llc
Smith Thornton Advisors LLC
Apollon Financial, LLC
Greykasell Wealth Strategies, Inc.
Altiora Financial Group, LLC
Meridian Investment Counsel Inc.
First Trust Advisors Lp
Calamos Advisors LLC
Toth Financial Advisory Corp
Forum Finance Group S.A.
Nadler Financial Group, Inc.
Rhl Group, Llc
Nwam Llc
Hollencrest Capital Management
Legacy Wealth Managment, LLC/ID
Gilpin Wealth Management, Llc
Eagle Strategies LLC
Sanibel Captiva Trust Company, Inc.
Chokshi & Queen Wealth Advisors, Inc
Oakworth Capital, Inc.
Ausdal Financial Partners, Inc.
Advisory Alpha, LLC
United Capital Financial Advisers, Llc
Allianz Se
Bull Oak Capital, LLC
Quantinno Capital Management LP
Rossmore Private Capital
Ledyard National Bank
Jfs Wealth Advisors, Llc
Wedmont Private Capital
Wealth Watch Advisors, INC
Calamos Wealth Management LLC
Tortoise Investment Management, LLC
Signet Investment Advisory Group, Inc.
Ashton Thomas Private Wealth, LLC
Pinnacle Associates Ltd
Spinnaker Trust
RMG Wealth Management LLC
TCG Advisory Services, LLC
Monograph Wealth Advisors, Llc
Dynamic Financial Group
Sovran Advisors, LLC
Empower Advisory Group, LLC
D.B. Root & Company, LLC
Vise Technologies, Inc.
Arta Finance Wealth Management LLC
Donaldson Capital Management, Llc
Cyndeo Wealth Partners, LLC
CWM Advisors, LLC
Argos Wealth Advisors, LLC
Berkshire Asset Management Llc/pa
Stephens Inc /ar/
Leo Wealth, LLC
Pallas Capital Advisors LLC
Wiser Advisor Group LLC
Purpose Unlimited Inc.
Creative Planning
Valley Forge Investment Consultants Inc Adv
Baer Investment Advisory LLC
Cassaday & Co Wealth Management LLC
Summit Place Financial Advisors, LLC
First National Bank Sioux Falls
Versant Capital Management, Inc
Cohen & Steers, Inc.
Elyxium Wealth, LLC
Boston Research & Management Inc
Whelan Financial
Holistic Planning, LLC
Caliber Wealth Management, LLC / KS
Pnc Financial Services Group, Inc.
Modus Advisors, LLC
Baker Ellis Asset Management LLC
Pictet Asset Management Holding SA
Asset Management One Co., Ltd.
Franklin Resources Inc
Cornerstone Wealth Group, LLC
Cornerstone Planning, LLC
Staley Capital Advisers Inc
Advocacy Wealth Management Services, LLC
Greenspring Advisors, LLC
Financial Futures Ltd Liability Co.
Millstone Evans Group, LLC
Blair William & Co/il
Trifecta Capital Advisors, LLC
Northstar Financial Companies, Inc.
Valued Wealth Advisors LLC
Fulton Bank, N.a.
Whitener Capital Management, Inc.
Golden State Equity Partners
Atwood & Palmer Inc
Patton Albertson Miller Group, Llc
Parallax Volatility Advisers, L.P.
Tradition Wealth Management, LLC
DSG Capital Advisors, LLC
Roble, Belko & Company, Inc
Kayne Anderson Rudnick Investment Management Llc
Duncker Streett & Co Inc
Steel Peak Wealth Management LLC
Intentional Wealth Strategies, LLC
Planning Project LLC
Pinnacle Bancorp, Inc.
River Wealth Advisors LLC
Salomon & Ludwin, LLC
Hutchinson Capital Management/ca
O'shaughnessy Asset Management, Llc
Roundview Capital LLC
Integrity Investment Advisors, LLC
Greenleaf Trust
Osbon Capital Management Llc
Kfg Wealth Management, Llc
High Point Wealth Management, LLC
Investment Advisory Group, LLC
Pinnacle Family Advisors, LLC
Alpha Financial Partners, LLC
Prairie Wealth Advisors, Inc.
Capital Advisors, Ltd. LLC
HCR Wealth Advisors
Fifth Third Wealth Advisors LLC
Cooper/haims Advisors, Llc
FSM Wealth Advisors, LLC
Mid-American Wealth Advisory Group, Inc.
Narus Financial Partners, LLC
Kingdom Financial Group LLC.
Wisconsin Capital Management Llc
Nbt Bank N A /ny
Bragg Financial Advisors, Inc
Equitable Trust Co
Operose Advisors LLC
Provenance Wealth Advisors, LLC
Bank of Jackson Hole Trust
SmartHarvest Portfolios, LLC
Spears Abacus Advisors LLC
Shrier Wealth Management, Llc
Williams & Novak, LLC
Tcfg Wealth Management, Llc
Ashton Thomas Securities, Llc
Absolute Capital Management, LLC
Firestone Capital Management
Certified Advisory Corp
Prime Capital Investment Advisors, LLC
Capital Advisors Inc/ok
M&t Bank Corp
Highland Financial Advisors, LLC
Cassia Capital Partners, LLC
U.S. Capital Wealth Advisors, LLC
Motiv8 Investments LLC
Ares Financial Consulting, LLC
Envestnet Portfolio Solutions, Inc.
JTC Employer Solutions Trusteee Ltd
Bensler, LLC
Apella Capital, LLC
Harbour Wealth Management Group, Inc.
Pillar Financial Advisors, LLC
Missouri Trust & Investment Co
Spinnaker Investment Group, LLC
Signature Resources Capital Management, LLC
Three Cord True Wealth Management, LLC
Archer Investment Management, LLC
Crestwood Advisors Group LLC
SMART Wealth LLC
TopTier Wealth Management, LLC
Eq Wealth Advisors, Llc
White Lighthouse Investment Management Inc.
Hilton Head Capital Partners, LLC
Tempo Wealth, LLC
Commonwealth Financial Services, LLC
Endeavor Private Wealth, Inc.
BAM Wealth Management, LLC
Decker Retirement Planning Inc.
BSW Wealth Partners
Hager Investment Management Services, Llc
Alteri Wealth LLC
Winthrop Advisory Group LLC
Strive Financial Group ,LLC
Regions Financial Corp
Kozak & Associates, Inc.
Graetz Wealth LLC
Van Eck Associates Corp
Apeiron RIA LLC
Greenline Partners, LLC
Twin Lakes Capital Management, LLC
Strategic Blueprint, LLC
South Plains Financial, Inc.
UBS Group AG
Sanctuary Advisors, LLC
First American Trust, Fsb
RMB Capital Management, LLC
North Dallas Bank & Trust Co
Renaissance Technologies Llc
Ibex Wealth Advisors
Sharp Financial Services, LLC
Delta Financial Advisors Llc
Change Path, LLC
Tobias Financial Advisors, Inc.
Genesis Private Wealth, Llc
Patten & Patten Inc/tn
Integrity Advisory Solutions, LLC
Alpine Bank Wealth Management
Whittier Trust Co
Aspire Private Capital, LLC
Fourth Dimension Wealth, LLC
Sheridan Capital Management, LLC
Strategic Wealth Partners, Ltd.
Murphy & Mullick Capital Management Corp
Avantax Planning Partners, Inc.
Advance Capital Management, Inc.
Parcion Private Wealth LLC
Freestone Capital Holdings, LLC
Carl Stuart Investment Advisor, Inc
Firethorn Wealth Partners, Llc
Centurion Wealth Management LLC
Boston Private Wealth Llc
Ackerman Capital Advisors, LLC
Port Capital LLC
Kornitzer Capital Management Inc /ks
Main Street Group, LTD
Banco Santander, S.A.
Facet Wealth, Inc.
Embree Financial Group
Cardiff Park Advisors, Llc
Hibernia Wealth Partners, LLC
Wynn Capital, LLC
Paradigm Financial Partners, Llc
Impact Investors, Inc
Mesirow Financial Investment Management, Inc.
Mraz, Amerine & Associates, Inc.
Insight Wealth Partners, LLC
MBA Advisors LLC
Lyell Wealth Management, Lp
Fundamentun, Llc
Oppenheimer & Co Inc
Evelyn Partners Asset Management Ltd
Bogart Wealth, LLC
Integrated Wealth Concepts LLC
Aspiriant, Llc
Ritter Daniher Financial Advisory LLC / DE
Southeast Asset Advisors Inc.
Arnhold LLC
N.E.W. Advisory Services LLC
Titleist Asset Management, Llc
Avion Wealth
Independent Advisor Alliance
Clearbridge Investments, LLC
ARS Wealth Advisors Group, LLC
Capital & Planning, Llc
Peak Financial Management, Inc.
Capital Analysts, Inc.
DT Investment Partners, LLC
Fedenia Advisers LLC
Venturi Wealth Management, LLC
TD Waterhouse Canada Inc.
LS Investment Advisors, LLC
Blue Fin Capital, Inc.
Argent Trust Co
MRP Capital Investments, LLC
Fiduciary Trust Co
Mml Investors Services, Llc
Chilton Investment Co Llc
Yukon Wealth Management, Inc.
Berkeley Capital Partners, LLC
Patron Partners Advisors, Llc
Trilogy Capital Inc.
Oasis Advisors, LLC
Certior Financial Group, Llc
Ingalls & Snyder Llc
Ameriflex Group, Inc.
First Manhattan Co
Advocate Investing Services LLC
Charles Schwab Investment Management Inc
Orion Capital Management LLC
Interactive Financial Advisors
4J Wealth Management LLC
Capital Advisor Network LLC
Skyline Advisors, Inc.
Associated Banc-corp
Hurlow Wealth Management Group, Inc.
Keel Point, LLC
SOUTH STATE Corp
ABLE Financial Group, LLC
Leslie Global Wealth, LLC
Elevation Wealth Management LLC
Whittier Trust Co Of Nevada Inc
Key Capital Management, INC
Upper Left Wealth Management, LLC
Blueprint Financial Advisors LLC
Equitable Holdings, Inc.
Hurley Capital, LLC
BLB&B Advisors, LLC
Larch Capital Partners Llc
Excalibur Management Corp
Baker Avenue Asset Management, LP
Tyche Wealth Partners LLC
JPL Wealth Management, LLC
Cape Ann Savings Bank
Vision Capital Management, Inc.
Capital Asset Advisory Services LLC
Central Valley Advisors, Llc
Root Financial Partners, LLC
Fortitude Family Office, LLC
Chemistry Wealth Management LLC
Regimen Wealth, Llc
PAX Financial Group, LLC
SBI Securities Co., Ltd.
Strategic Point Investment Advisors, LLC
High Net Worth Advisory Group LLC
Leonard Rickey Investment Advisors P.L.L.C.
Lavelle Capital Lp
Graham Capital Wealth Management, Llc
Reuter James Wealth Management, Llc
Lineweaver Wealth Advisors, LLC
TD Capital Management LLC
Financial Life Planners
Hickory Point Bank & Trust
TrustBank
Flagship Wealth Advisors, Llc
Curio Wealth, Llc
Angeles Wealth Management, Llc
Empirical Asset Management, LLC
Nbc Securities, Inc.
Briggs Wealth Management, Inc
Reyes Financial Architecture, Inc.
Alken Asset Management Ltd.
Foguth Wealth Management, LLC.
Wealthspire Advisors, LLC
Sax Wealth Advisors, Llc
Prosperity Bancshares Inc
Merkkuri Wealth Advisors LLC
Sandy Cove Advisors, LLC
Smith & Howard Wealth Management, LLC
Creative Financial Designs Inc /adv
Wealth Enhancement Trust Services, Inc.
XML Financial, LLC
Walser Wealth Management Company, A Ltd Liability Co
Allworth Financial LP
Sterling Investment Advisors Llc /adv
Harvest Fund Management Co., Ltd
Systelligence, LLC
Essex Financial Services, Inc.
Key FInancial Inc
Anderson Hoagland & Co
Old National Bancorp /in/
Kiker Wealth Management, LLC
Pinnacle Wealth Planning Services, Inc.
Wealth Management Associates, Inc.
Kmg Fiduciary Partners, Llc
Dai-ichi Life International Holdings LLC
Integral Investment Advisors, Inc.
CIBC World Markets Inc.
Polaris Investment Advisors, LLC
Salem Investment Counselors Inc
UMA Financial Services, Inc.
CPA Asset Management LLC
Centerline Wealth Advisors, LLC
Rathbone Brothers plc
Park Avenue Securities Llc
Bank of New York Mellon Corp
Summit Wealth Partners, LLC
Nomura Asset Management Co Ltd
Sargent Investment Group, LLC
Cynosure Management, Llc
Alpha Zero LLC
Prosperity Consulting Group, LLC
Disciplined Investors, L.L.C.
Williams Jones Wealth Management, LLC.
Greenhouse Wealth Management, LLC
Great Diamond Partners, LLC
Ehrlich Financial Group
Founders Capital Management
Traynor Capital Management, Inc.
Retirement Wealth Solutions LLC
Midwest Financial Group LLC
Timber Creek Capital Management LLC
Cyr Financial Inc.
TCP Asset Management, LLC
BlackRock, Inc.
EFG International AG
Pinnacle Wealth Management Advisory Group, LLC
Cornerstone Planning Group LLC
Philadelphia Investment Partners, LLC
MONECO Advisors, LLC
Beckerman Institutional, LLC
Ronald Blue Trust, Inc.
Kcm Investment Advisors Llc
Lbmc Investment Advisors, Llc
HighPoint Advisor Group LLC
Mascoma Wealth Management LLC
Arkadios Wealth Advisors
BlueChip Wealth Advisors LLC
New Capital Management LP
Robinson Value Management, Ltd.
Twin Focus Capital Partners, Llc
Virtus Family Office LLC
DDD Partners, LLC
Custom Index Systems, Llc
SHP Wealth Management
Wall Street Financial Group, Inc.
Total Clarity Wealth Management, Inc.
Stokes Family Office, LLC
Denver Wealth Management, Inc.
Wescott Financial Advisory Group, LLC
Christensen, King & Associates Investment Services, Inc.
Meramec Financial Planners, LLC
Centennial Bank/AR/
Deroy & Devereaux Private Investment Counsel Inc
Evolution Wealth Management Inc.
Cowa, Llc
Vantage Point Financial LLC
Bedminster, LLC
Kiley Juergens Wealth Management, Llc
Tennessee Valley Asset Management Partners
Accordant Advisory Group Inc
KERR FINANCIAL PLANNING Corp
Perigon Wealth Management, LLC
Retirement Planning Group
Investors Portfolio Services LLC
Diversified Enterprises, LLC
Argonautica Private Wealth Management, Inc
Burkett Financial Services, Llc
IAG Wealth Partners, LLC
VCI Wealth Management LLC
Aureum Wealth Management, LLC
First National Trust Co
Lantern Wealth Advisors, LLC
Nicolet Advisory Services, Llc
Osborne Partners Capital Management, Llc
Checchi Capital Advisers, LLC
Strategic Financial Concepts, LLC
Plan Group Financial, LLC
Western Wealth Management, LLC
Fielder Capital Group LLC
LifeGoal Wealth Advisors
Ankerstar Wealth, LLC
Generation Capital Management LLC
CIBC Bancorp USA Inc.
Keystone Financial Services
Pin Oak Investment Advisors Inc
Sagace Wealth Management LLC
Independence Bank of Kentucky
Cascade Financial Partners, LLC
Farther Finance Advisors, LLC
RiverFront Investment Group, LLC
Stifel Financial Corp
Sound Financial Strategies Group, LLC
Valued Retirements, Inc.
Community Bank, N.A.
Sagespring Wealth Partners, Llc
Sensible Money, LLC
Howard Wealth Management, Llc
Morgan Stanley
Fifth Third Securities, Inc.
Oppenheimer Asset Management Inc.
KKM Financial LLC
Berger Financial Group, Inc
Old Second National Bank Of Aurora
Mkd Wealth Coaches, Llc
Mission Financial Group, LLC
JDM Financial Group LLC
Hamilton Wealth, LLC
Redhawk Wealth Advisors, Inc.
First Foundation Advisors
Belpointe Asset Management LLC
Capital Planning Advisors, LLC
Crown Wealth Group, LLC
Fairway Wealth LLC
Arlington Trust Co LLC
Asempa Wealth Advisors
Weil Company, Inc.
Johnson Investment Counsel Inc
Advantage Trust Co
BXM Wealth LLC
Potomac Fund Management Inc /adv
Envestnet Asset Management Inc
Accredited Investor Services, Llc
Urban Wealth Management, LLC
Dynamic Advisor Solutions LLC
Moulton Wealth Management, Inc
Red Door Wealth Management, LLC
Twin Tree Management, LP
Focus Financial Network, Inc.
Olistico Wealth, LLC
Garde Capital, Inc.
Brown Advisory Inc
Burke & Herbert Bank & Trust Co
Forum Financial Management, LP
Dynasty Wealth Management, Llc
Harbor Investment Advisory, Llc
Holos Integrated Wealth LLC
Snowden Capital Advisors LLC
Royal Bank Of Canada
Ferguson Wellman Capital Management, Inc
Financial Perspectives, Inc
Beacon Pointe Advisors, LLC
Skopos Labs, Inc.
Bigelow Investment Advisors, LLC
Hancock Whitney Corp
Ransom Advisory, Ltd
ShoreHaven Wealth Partners, LLC
Walleye Trading LLC
Gotham Asset Management, LLC
Fortis Capital Management LLC
Haverford Trust Co
Rockland Trust Co
Mh & Associates Securities Management Corp /adv
Resources Investment Advisors, LLC.
Horizon Kinetics Asset Management Llc
Nixon Peabody Trust Co
Benchmark Investment Advisors LLC
Five Pine Wealth Management
Smartleaf Asset Management LLC
Armstrong Advisory Group, Inc
Patten Group, Inc.
Mirador Capital Partners LP
WESPAC Advisors, LLC
Emory University
Arlington Capital Management, Inc.
EverSource Wealth Advisors, LLC
Css Llc/il
Wedbush Securities Inc
Morton Capital Management LLC/CA
High Probability Advisors, LLC
GLR Partners, LLC
J.M. Arbour, LLC
Westover Capital Advisors, LLC
Copia Wealth Management
Intellus Advisors LLC
Cardinal Point Capital Management, ULC
Hirtle Callaghan & Co LLC
Cadent Capital Advisors, LLC
Pathstone Holdings, LLC
COFG Advisors, LLC
Bridgewealth Advisory Group, LLC
Alerus Financial Na
FNY Investment Advisers, LLC
Savant Capital, LLC
G&S Capital LLC
New Hampshire Trust
SlateStone Wealth, LLC
HBK Sorce Advisory LLC
Prospera Capital Management, LLC
S&co Inc
Towerpoint Wealth, LLC
Imprint Wealth LLC
Dogwood Wealth Management LLC
Atala Financial Inc
Louisbourg Investments Inc.
Eastern Bank
Rsm Us Wealth Management Llc
Schrum Private Wealth Management LLC
FDx Advisors, Inc.
Dakota Wealth Management
Pekin Hardy Strauss, Inc.
Oak Barrel Wealth Advisory LLC
Inspirion Wealth Advisors, Llc
Sage Private Wealth Group, Llc
Beacon Harbor Wealth Advisors, Inc.
SGL Investment Advisors, Inc.
Shepherd Financial Partners LLC
Wealthspan Partners, Llc
Foster Group, Inc.
Diversify Wealth Management, Llc
Sincerus Advisory, LLC
Nvwm, Llc
Coastwise Capital Group, LLC
New Millennium Group LLC
Pilgrim Partners Asia Pte Ltd
Penobscot Investment Management Company, Inc.
Lee-Kelleher Wealth Management
MCF Advisors LLC
Atlas Wealth Partners, LLC
TriaGen Wealth Management LLC
Altman Advisors, Inc.
Mystic Asset Management, Inc.
Crewe Advisors LLC
Nalls Sherbakoff Group, Llc
Discipline Wealth Solutions, LLC
Umpqua Bank
CVA Family Office, LLC
Bruce G. Allen Investments, LLC
Lesa Sroufe & Co
Triumph Capital Management
Sentinel Trust Co Lba
Foundation Wealth Management, LLC\PA
Mill Capital Management, LLC
Alta Wealth Advisors LLC
Sofos Investments, Inc.
Fisher Asset Management, LLC
Integrity Wealth Solutions LLC
Financial & Tax Architects, LLC
Peninsula Asset Management Inc
Advisor OS, LLC
Chelsea Counsel Co
Fidelis Capital Partners, LLC
Perkins Coie Trust Co
Bartlett & Co. Wealth Management Llc
Fortis Group Advisors, LLC
Guardian Partners Inc.
44 Wealth Management Llc
Guardian Wealth Management, LLC
PFG Advisors
MA Private Wealth
Index Technologies Group LLC
Alliance Private Wealth, LLC
Reliant Wealth Planning
Asset Management Group, Inc.
Myecfo, Llc
Meridian Wealth Partners, LLC
Union Savings Bank
Farmers & Merchants Trust Co of Long Beach
Town Capital LLC
Proficio Capital Partners LLC
Roxbury Financial LLC
Sand Hill Global Advisors, LLC
Sunbelt Securities, Inc.
Tacita Capital Inc
Acumen Wealth Advisors, LLC
Ariston Services Group
Rothschild Investment Llc
Regal Investment Advisors LLC
Beacon Capital Management, LLC
JT Stratford LLC
Madson Wealth Advisors Inc
Bradley & Co. Private Wealth Management, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
First Growth Capital LLC
Advisory Advocates, LLC
Pacific Capital Wealth Advisors, Inc
Deane Retirement Strategies, Inc.
Occidental Asset Management, LLC
Swisher Financial Concepts, Inc.
VUB Generali dochodkova spravcovska spolocnost, a.s.
Solstein Capital, LLC
Victory Financial Group, Llc
Clay Northam Wealth Management, LLC
LVW Advisors, LLC
TCFG Investment Advisors, LLC
Pennsylvania State University
Journey Beyond Wealth, LLC
Sterling Financial Planning, Inc.
WealthCare Investment Partners, LLC
Mjp Associates Inc /adv
Quest 10 Wealth Builders, Inc.
LGT Financial Advisors LLC
Sageworth Trust Co
Thompson Siegel & Walmsley Llc
Riverpoint Wealth Management Holdings, LLC
Aureus Asset Management, LLC
Security National Bank
Citadel Advisors Llc
Armbruster Capital Management, Inc.
4wealth Advisors, Inc.
One Wealth Capital Management, Llc
YANKCOM Partnership
Global Financial Private Client, LLC
Quotient Wealth Partners, LLC
Forbes J M & Co Llp
Costello Asset Management, INC
Chesley Taft & Associates LLC
Grove Bank & Trust
Ntv Asset Management Llc
Evermay Wealth Management Llc
Fortis Capital Advisors, LLC
Flywheel Private Wealth LLC
CX Institutional
Signaturefd, Llc
VestGen Advisors, LLC
Norris Financial Group, LLC
Private Trust Co Na
Rocky Mountain Advisers, Llc
First Heartland Consultants, Inc.
Perennial Investment Advisors, LLC
Evergreen Wealth Solutions, LLC
Three Bridge Wealth Advisors, LLC
Resonant Capital Advisors, LLC
BankPlus Trust Department
Alliancebernstein L.p.
Yeomans Consulting Group, Inc.
Fiduciary Family Office, Llc
Personal Cfo Solutions, Llc
Roger Wittlin Investment Advisory, LLC
Parker Investment Management, LLC
OneAscent Financial Services LLC
Wealth Alliance
M Holdings Securities, Inc.
Midwest Trust Co
First Citizens Bank & Trust Co
Fort Point Capital Partners LLC
Omnia Family Wealth, LLC
GHP Investment Advisors, Inc.
Interchange Capital Partners, LLC
Glen Eagle Advisors, LLC
Warren Street Wealth Advisors, LLC
Mission Wealth Management, Lp
Washington Trust Advisors, Inc.
Pacific Park Financial, Inc.
Sylvest Advisors, LLC
Fermata Advisors, LLC
Kw Wealth Management Llc
Mariner, LLC
Catalytic Wealth RIA, LLC
Bulltick Wealth Management, LLC
Toroso Investments, LLC
Rainier Family Wealth Inc
James Investment Research Inc
EP Wealth Advisors, Inc.
Bare Financial Services, Inc
Armstrong, Fleming & Moore, Inc
Americana Partners, LLC
Chapman Financial Group, Llc
Wealthcare Advisory Partners LLC
Fragasso Group Inc.
Marmo Financial Group, LLC
LifeWealth Investments, LLC
North Forty Two & Co.
Flynn Zito Capital Management, Llc
Glenmede Trust Co Na
Laraway Financial Inc
Birchwood Financial Partners, Inc.
West Wealth Group, LLC
Silverleafe Capital Partners, LLC
Keybank National Association/oh
Clark Capital Management Group, Inc.
Bright Financial Advisors, Inc.
Nemes Rush Group LLC
Liberty Wealth Management Llc
Avory & Company, LLC
Oak Harbor Wealth Partners, Llc
Vantus Wealth LLC
CoreCap Advisors, LLC
Kitching Partners, Llc
Swmg, Llc
Sequoia Financial Advisors, LLC
Argentarii, LLC
Tudor Financial Inc.
Capital Group Private Client Services, Inc.
Foundation Wealth Management, LLC
VPR Management LLC
NLB Skladi, upravljanje premozenja, d.o.o.
SageView Advisory Group, LLC
Fairview Capital Investment Management, Llc
Resolute Wealth Advisor, Inc.
Joel Isaacson & Co., LLC
International Assets Investment Management, Llc
Wormser Freres Gestion
American Investment Services, Inc.
Sage Mountain Advisors LLC
Pettinga Financial Advisors, LLC
Hm Payson & Co
Alexander Labrunerie & Co., Inc.
Cape Cod Five Cents Savings Bank
Envision Financial Planning, LLC
Briaud Financial Planning, Inc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Kilter Group LLC
Patriot Investment Management Inc.
Nilsine Partners, LLC
Legacy Capital Wealth Partners, LLC
Minichmacgregor Wealth Management, Llc
Golden Road Advisors Llc
Walkner Condon Financial Advisors LLC
Everstar Asset Management, LLC
Independent Family Office, LLC
ORG Wealth Partners, LLC
Pictet North America Advisors SA
Resona Asset Management Co.,Ltd.
Relyea Zuckerberg Hanson LLC
Alvarez & Marsal Private Wealth Partners, LLC
Fonville Wealth Management LLC
Atlas Capital Advisors Llc
Focused Wealth Management, Inc
LM Advisors LLC
Financial Alternatives, Inc
Vision Retirement, LLC
Northern Trust Corp
Lifelong Wealth Advisors, Inc.
Maimon Wealth Management Ltd.
Hoxton Planning & Management, LLC
POM Investment Strategies, LLC
Blossom Wealth Management
Hyposwiss Advisors SA
DAVENPORT & Co LLC
Sanchez Wealth Management Group
Rockefeller Capital Management L.P.
Alpha Cubed Investments, LLC
HB Wealth Management, LLC
Financial Freedom, LLC
CRA Financial Services, LLC
ORG Partners LLC
Inspire Advisors, LLC
Miller Capital Partners, Inc.
MidFirst Bank
Keating Financial Advisory Services, Inc.
Clarity Financial LLC
Signature Equity Partners, LLC
Global Wealth Strategies & Associates
Elwood & Goetz Wealth Advisory Group, LLC
Annis Gardner Whiting Capital Advisors, LLC
Satovsky Asset Management Llc
WMG Financial Advisors, LLC
Pinebridge Investments Llc
Sofi Wealth, Llc
Godsey & Gibb Associates
Sage Rhino Capital Llc
WealthCollab, LLC
Curtis Wealth Management Llc
WealthPLAN Partners, LLC
Howard Financial Services, Ltd.
American Trust
waypoint wealth counsel
Sachetta, LLC
Keystone Wealth Services, LLC
GM Advisory Group, Inc.
ONE Advisory Partners, LLC
McMahon Financial Advisors, LLC
Trust Co
Sanders Morris Harris Llc
Merit Financial Group, LLC
Moneta Group Investment Advisors Llc
Simplicity Wealth,LLC
North Capital, Inc.
Biltmore Family Office, LLC
Caitlin John, LLC
Accelerate Investment Advisors LLC
Stratos Wealth Partners, LTD.
ERn Financial, LLC
Pensionmark Financial Group, Llc
Jordan Park Trust Co LLC
Legacy Financial Group LLC
GFS Advisors, LLC
Patrick M Sweeney & Associates, Inc
South Shore Capital Advisors
May Barnhard Investments LLC
Bailard, Inc.
Eq Llc
North Star Investment Management Corp.
Medallion Wealth Advisors, LLC
Sowell Financial Services LLC
Sunrise Financial Services, LLC
Avidian Wealth Solutions, LLC
Glass Jacobson Investment Advisors llc
Midwest Capital Advisors, LLC
Camden Capital, LLC
Strathmore Capital Advisors, Inc.
Steigerwald, Gordon & Koch Inc.
E Fund Management Co., Ltd.
Financial Sense Advisors, Inc.
AlphaCore Capital LLC
WealthNavi Inc.
One Day In July LLC
DGS Capital Management, LLC
Gladstone Institutional Advisory LLC
SigFig Wealth Management, LLC
Westside Investment Management, Inc.
Harrington Investments, INC
Cary Street Partner Investment Advisory Llc
Silvia Mccoll Wealth Management, Llc
XTX Topco Ltd
Wolff Wiese Magana Llc
Oxbow Advisors, LLC
Us Bancorp \de\
Bellevue Asset Management, Llc
Drive Wealth Management, Llc
Texas Yale Capital Corp.
Aspen Investment Management Inc
Rare Wolf Capital LLC
Brookwood Investment Group LLC
Adviser Investments LLC
Opal Wealth Advisors, LLC
Valmark Advisers, Inc.
Confluence Wealth Services, Inc.
Tradewinds Capital Management, LLC
3EDGE Asset Management, LP
Curated Wealth Partners LLC
Acorn Wealth Advisors, LLC
Edge Financial Advisors LLC
SJS Investment Consulting Inc.
Appleton Partners Inc/ma
Boyer & Corporon Wealth Management, LLC
Evolve Private Wealth, Llc
Sumitomo Mitsui Trust Holdings, Inc.
Bear Mountain Capital, Inc.
KLCM Advisors, Inc.
Independent Wealth Advisors LLC
Brinker Capital Investments, LLC
TruNorth Capital Management, LLC
Basepoint Wealth LLC
Innovative Asset Advisors Group, LLC
Allie Family Office LLC
Mayport, Llc
Vickerman Investment Advisors, Inc.
Thoroughbred Financial Services, Llc
Mill Creek Capital Advisors, LLC
ESL Trust Services, LLC
Radnor Capital Management, LLC
Geneos Wealth Management Inc.
Actinver Wealth Management, Inc.
McAdam, LLC
Cliftonlarsonallen Wealth Advisors, Llc
Natixis Advisors, L.p.
Waterloo Capital, L.P.
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CFS Investment Advisory Services, LLC
Pennington Partners & Co., Llc
Sigma Investment Counselors Inc
Monetary Solutions, Ltd
Vicus Capital
Cobblestone Asset Management LLC
Hilltop National Bank
Gwn Securities Inc.
Stablepoint Partners, LLC
Ccg Wealth Management, Llc
Mosaic Family Wealth Partners, Llc
Investment Management Corp /va/ /adv
Bank Of America Corp /de/
Impact Capital Partners LLC
Optivise Advisory Services LLC
Apollon Wealth Management, LLC
3 Factor Indexing, Llc
Sound Stewardship, LLC
Crescent Grove Advisors, LLC
Regent Peak Wealth Advisors LLC
Gables Capital Management Inc.
AssuredPartners Investment Advisors, LLC
1st Source Bank
Compass Financial Group, Inc. (Ohio)
Pinkerton Retirement Specialists, LLC
Battery Global Advisors, LLC
Private Wealth Asset Management, LLC
RiverGlades Family Offices LLC
Davis Wealth Advisors, LLC
Destination Wealth Management
Wealth Enhancement Advisory Services, Llc
BKD Wealth Advisors, LLC
Cwm, Llc
Arrowroot Family Office, LLC
Old Point Trust & Financial Services N A
Strategy Asset Managers Llc
GSB Wealth Management, LLC
Riggs Asset Managment Co. Inc.
Hanson & Doremus Investment Management
Atlas Brown,Inc.
UNIVEST FINANCIAL Corp
David R. Rahn & Associates Inc.
Clear Harbor Asset Management, LLC
Measured Wealth Private Client Group, LLC
Magnus Financial Group LLC
Stratos Wealth Advisors, LLC
Maia Wealth LLC
Tred Avon Family Wealth, Llc
Benchmark Financial Wealth Advisors, LLC
Crews Bank & Trust
W Advisors, Llc
Truvestments Capital Llc
CJM Wealth Advisers, Ltd.
Obermeyer Wood Investment Counsel, Lllp
Heritage Financial Services, LLC
Sepio Capital, LP
Fort Vancouver Investment Management, LLC
Barrett & Company, Inc.
Landaas & Co /wi /adv
Welch Group, LLC
Nations Financial Group Inc, /ia/ /adv
MainStreet Investment Advisors LLC
First National Bank Of Omaha
Arcus Capital Partners, LLC
Longview Financial Advisors, Inc.
Outlook Wealth Advisors, LLC
Robertson Stephens Wealth Management, LLC
Fiduciary Group LLC
Legacy Wealth Partners, LLC
Planning Alternatives Ltd /adv
Millennium Management Llc
Net Worth Advisory Group
Stephen J. Garry & Associates, Llc
Golden State Wealth Management, LLC
Cerity Partners LLC
Spire Wealth Management
Thompson Investment Management, Inc.
CFG Wealth Management Services, Inc.
Dahring | Cusmano Llc
Advisor Group Holdings, Inc.
Parkside Investments, LLC
Wall Street Access Asset Management, LLC
Bleakley Financial Group, LLC
New Republic Capital, LLC
ICONIQ Capital, LLC
Farmers Trust Co
Diesslin Group, Inc.
Montis Financial, LLC
BOK Financial Private Wealth, Inc.
First Bank & Trust
Atomi Financial Group, Inc.
Schaper Benz & Wise Investment Counsel Inc/wi
Maridea Wealth Management LLC
Raymond James Financial Inc
Thrivent Financial For Lutherans
Bcm Advisors, Llc
Teamwork Financial Advisors, LLC
National Bank Of Canada /fi/
May Hill Capital, LLC
GenWealth Group, Inc.
Mackay Shields Llc
Ellevest, Inc.
Fwl Investment Management, Llc
Steward Partners Investment Advisory, Llc
Kooman & Associates
Ci Investments Inc.
Jaffetilchin Investment Partners, LLC
Northside Capital Management, LLC
Private Harbour Investment Management & Counsel, LLC
Private Advisory Group LLC
Verus Financial Partners, Inc.
Tcw Group Inc
Topor & Co. Korea
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Valicenti Advisory Services Inc
Financial Security Advisor, Inc.
Klingman & Associates, LLC
Addison Advisors LLC
Alchemi Wealth, LLC
Genus Capital Management Inc.
Zrc Wealth Management, Llc
Vann Equity Management LLC
January Capital Advisors LLC
Argyle Capital Partners, LLC
Monticello Wealth Management, Llc
Sage Investment Advisers LLC
Oak Family Advisors, Llc
Green Harvest Asset Management LLC
Lansing Street Advisors
Heritage Wealth Advisors
High Falls Advisors, Inc
Citizens National Bank Trust Department
AdvisorNet Financial, Inc
Integrity Alliance, Llc.
Allen Capital Group, LLC
Avestar Capital, LLC
Gallagher Fiduciary Advisors, LLC
Talon Private Wealth, LLC
Hardman Johnston Global Advisors LLC
Montag A & Associates Inc
Choate Investment Advisors
Center for Financial Planning, Inc.
Camden National Bank
Wealthstar Advisors, Llc
Essex Savings Bank
Leigh Baldwin & Co., Llc
Russell Investments Group, Ltd.
Ifrah Financial Services, Inc.
Horst & Graben Wealth Management LLC
Plum Street Advisors, LLC
Fca Corp /tx
Colony Family Offices, LLC
PlanVest Financial, Inc
Values First Advisors, Inc.
Ameritas Advisory Services, LLC
Ancora Advisors, LLC
Columbus Macro, LLC
Life Line Wealth Management Llc
Sfmg, Llc
Greenline Wealth Management LLC
Mengis Capital Management, Inc.
Davies Financial Advisors, Inc.
Terra Nova Asset Management LLC
GeoWealth Management, LLC
Inscription Capital, LLC
Arrien Investments, Inc.
Lifeworks Advisors, LLC
Retirement Management Systems Inc.
Cornerstone Advisors Asset Management, Inc
Baird Financial Group, Inc.
Silverlake Wealth Management Llc
WASHINGTON TRUST Co
Maltin Wealth Management, Inc.
Advisory Services Network, LLC
Compass Ion Advisors, LLC
Rehmann Capital Advisory Group
Fulcrum Equity Management
MBL Wealth, LLC
New England Professional Planning Group Inc.
IPG Investment Advisors LLC
Chapin Davis, Inc.
Sar Wealth Management Group, Llc
Warren Averett Asset Management, LLC
Truist Financial Corp
IFP Advisors, Inc
J2 Capital Management Inc
Connective Portfolio Management, LLC
Wills Financial Group LLC
Palisades Hudson Asset Management, L.P.
Invst, LLC
Synergy Investment Management, LLC
China Universal Asset Management Co., Ltd.
Strategic Wealth Advisors LLC
Gradient Investments LLC
Tru Independence Asset Management 2, Llc
Independent Financial Group, Llc
Broadway Wealth Solutions, Inc.
Summit Trail Advisors, Llc
Compton Wealth Advisory Group, LLC
Venture Visionary Partners LLC
Wealth Quarterback LLC
Astoria Portfolio Advisors LLC.
Riverbend Wealth Management, LLC
Colonial Trust Co / SC
Meritage Portfolio Management
Veridan Wealth LLC
SageGuard Financial Group, LLC
Howland Capital Management Llc
Mutual Advisors, LLC
Woodward Diversified Capital, Llc
Fifth Third Bancorp
SRS Capital Advisors, Inc.
Public Employees Retirement System Of Ohio
Kelsey Financial, LLC
Guidance Capital, Inc
Financial Management Professionals, Inc.
Capital Investment Management, Inc.
Pingora Partners LLC
Genesis Wealth Advisors, LLC
Avalon Trust Co
Gould Asset Management Llc /ca/
ATX Financial Planning, LLC
Gill Capital Partners, Llc
TruWealth Advisors, LLC
Sovereign Financial Group, Inc.
Kovitz Investment Group Partners, LLC
Founders Financial Alliance, LLC
Mairs & Power Inc
Benin Management CORP
CENTRAL TRUST Co
Phoenix Wealth Advisors
Herold Advisors, Inc.
5T Wealth, LLC
Delta Asset Management Llc/tn
Chicago Partners Investment Group LLC
Strategies Wealth Advisors, LLC
Pacific Center for Financial Services
Kingsview Wealth Management, LLC
BRYN MAWR TRUST Co
American Asset Management Inc.
Heck Capital Advisors, LLC
Mather Group, Llc.
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