IUSV / iShares Trust - iShares Core S&P U.S. Value ETF - Net Long/Short Value

iShares Trust - iShares Core S&P U.S. Value ETF
US ˙ NasdaqGM ˙ US4642876639

IUSV / iShares Trust - iShares Core S&P U.S. Value ETF - 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)
Global Retirement Partners, LLC
Financial Partners Group, Inc
Phillips Financial Management, Llc
Vermillion Wealth Management, Inc.
Alpha Zero LLC
Independent Advisor Alliance
Vise Technologies, Inc.
M&t Bank Corp
RMB Capital Management, LLC
Quent Capital, LLC
Prudent Investors Network
Beirne Wealth Consulting Services, LLC
Zrc Wealth Management, Llc
Fiduciary Alliance LLC
Bank Of Montreal /can/
Vista Private Wealth Partners. LLC
International Assets Investment Management, Llc
Root Financial Partners, LLC
Francis Financial, Inc.
R. W. Roge & Company, Inc.
Empowered Funds, LLC
Quantbot Technologies LP
HighPoint Advisor Group LLC
DDFG, Inc
Gunpowder Capital Management, LLC dba Oliver Wealth Management
Narus Financial Partners, LLC
Breakwater Capital Group
180 Wealth Advisors, Llc
Fisher Asset Management, LLC
Roxbury Financial LLC
Financial Life Planners
Baer Investment Advisory LLC
Firestone Capital Management
Stephens Inc /ar/
Ridgecrest Wealth Partners, Llc
Creative Financial Designs Inc /adv
Nbc Securities, Inc.
TCG Advisory Services, LLC
LPL Financial LLC
Fmr Llc
Neuberger Berman Group LLC
Plum Street Advisors, LLC
Patten & Patten Inc/tn
Dentgroup LLC
Oak Asset Management, LLC
Coldstream Capital Management Inc
Allworth Financial LP
Global Strategic Investment Solutions, LLC
Northwest Wealth Management, Llc
Morton Brown Family Wealth, LLC
Vident Advisory, LLC
AlphaCore Capital LLC
Valpey Financial Services, LLC
Vanguard Advisers Inc
Empirical Asset Management, LLC
Gladstone Institutional Advisory LLC
Burk Holdings LLC
Trust Co Of Vermont
Atlantic Edge Private Wealth Management, LLC
Keenan, LLC
Valley Forge Investment Consultants Inc Adv
American Trust
Citigroup Inc
Tiaa-cref Individual & Institutional Services, Llc
GDS Wealth Management
Ketron Financial
Garde Capital, Inc.
Fifth Third Securities, Inc.
Sound Income Strategies, LLC
Variant Private Wealth, LLC
Naples Global Advisors, Llc
Ameriprise Financial Inc
Resources Investment Advisors, LLC.
Scarborough Advisors, LLC
Modera Wealth Management, LLC
Rossby Financial, LCC
Forefront Wealth Partners, LLC
Mullaney, Keating & Wright, Inc.
Financial Solutions Advisory Group, Inc.
Hoese & Co LLP
Southern Capital Advisors, Llc
Foundations Investment Advisors, LLC
Rsm Us Wealth Management Llc
Northwestern Mutual Wealth Management Co
Mitchell Mcleod Pugh & Williams Inc
Franklin Resources Inc
Maryland Capital Advisors Inc.
IFS Group,LLC
Monetary Solutions, Ltd
AdvisorNet Financial, Inc
McAdam, LLC
Mascoma Wealth Management LLC
NFP Retirement, Inc.
Quent Long Short Global Small Cap Fund, LP
TRUE Private Wealth Advisors
JPL Wealth Management, LLC
Colonial Trust Co / SC
Oppenheimer & Co Inc
Mlp3, Llc
St Germain D J Co Inc
Eaton Financial Holdings Company, LLC
CX Institutional
OpenArc Corporate Advisory, LLC
Financial Advisory Corp /ut/ /adv
Private Advisor Group, LLC
Wealth Alliance
JustInvest LLC
Townsend Financial Planning, LLC
Pinnacle Family Advisors, LLC
Valued Wealth Advisors LLC
Lansing Street Advisors
My Purposeful Wealth Corp.
Coastal Investment Advisors, Inc.
Cresset Asset Management, LLC
Principal Securities, Inc.
Meridian Wealth Management, LLC
Litman Gregory Asset Management LLC
Ullmann Financial Group, Inc.
Larson Financial Group LLC
Diversified Enterprises, LLC
Regal Investment Advisors LLC
Simplicity Wealth,LLC
Winthrop Capital Management, LLC
Independence Bank of Kentucky
Arkadios Wealth Advisors
SkyOak Wealth, LLC
SHP Wealth Management
Signature Securities Group Corporation
Heritage Family Offices, LLP
Motiv8 Investments LLC
Garrett Wealth Advisory Group, LLC
Evermay Wealth Management Llc
Integrated Wealth Concepts LLC
LongView Wealth Management
McMahon Financial Advisors, LLC
Sheets Smith Wealth Management
Assetmark, Inc
SYM FINANCIAL Corp
Bernard Wealth Management Corp.
Bright Futures Wealth Management, LLC.
Valley National Advisers Inc
Central Pacific Bank - Trust Division
Farther Finance Advisors, LLC
Legacy Solutions, Llc
M Holdings Securities, Inc.
Oxford Financial Group Ltd
Golden State Wealth Management, LLC
Fairscale Capital, LLC
Jamison Private Wealth Management, Inc.
Beacon Pointe Advisors, LLC
Carr Financial Group Corp
MBM Wealth Consultants, LLC
Zions Bancorporation, National Association /ut/
Dorsey & Whitney Trust CO LLC
German American Bancorp, Inc.
Cahill Financial Advisors Inc
Ransom Advisory, Ltd
Symphony Financial, Ltd. Co.
TrueWealth Financial Partners
Total Clarity Wealth Management, Inc.
Long Run Wealth Advisors, LLC
Summit Investment Advisory Services, LLC
Advisory Services Network, LLC
Proficio Capital Partners LLC
Capital Advisors, Ltd. LLC
Harbor Asset Planning, Inc.
Gateway Wealth Partners, LLC
HB Wealth Management, LLC
Interchange Capital Partners, LLC
Verity Asset Management, Inc.
Archer Investment Corp
Federation des caisses Desjardins du Quebec
U.S. Capital Wealth Advisors, LLC
Atwood & Palmer Inc
1 North Wealth Services Llc
Cutler Capital Management, LLC
Truvestments Capital Llc
Cambridge Investment Research Advisors, Inc.
Evolution Wealth Management Inc.
Kayne Anderson Rudnick Investment Management Llc
Advisor Group Holdings, Inc.
BIP Wealth, LLC
Total Investment Management Inc
Empower Advisory Group, LLC
Hantz Financial Services, Inc.
Plante Moran Financial Advisors, LLC
Integrated Advisors Network LLC
Petix & Botte Co
Tudor Investment Corp Et Al
Trust Point Inc.
Eley Financial Management, Inc
Allspring Global Investments Holdings, LLC
Old Point Trust & Financial Services N A
Stone House Investment Management, LLC
SOUTH STATE Corp
Central Valley Advisors, Llc
Arwa Llc
Scotia Capital Inc.
B.O.S.S. Retirement Advisors, LLC
Wesbanco Bank Inc
Huntington National Bank
Quantinno Capital Management LP
Wealthspire Advisors, LLC
Allianz Asset Management GmbH
Deutsche Bank Ag\
Jpmorgan Chase & Co
ICONIQ Capital, LLC
EP Wealth Advisors, Inc.
Pinnacle Wealth Planning Services, Inc.
Sovereign Financial Group, Inc.
NorthRock Partners, LLC
Advisortrust Partners, Llc
Mechanics Financial Corp
Robinson Smith Wealth Advisors Llc
MidFirst Bank
Miracle Mile Advisors, LLC
Hickory Point Bank & Trust
Providence Capital Advisors, LLC
Savant Capital, LLC
Grey Fox Wealth Advisors, LLC
Guidance Point Advisors, LLC
SCS Capital Management LLC
Wealth Advisors of Iowa, LLC
Elevation Wealth Management LLC
Aptus Capital Advisors, LLC
Commonwealth Equity Services, Llc
MAI Capital Management
Brown, Lisle/cummings, Inc.
RDA Financial Network
XML Financial, LLC
Wilkerson Advisory Group LLC
Syon Capital Llc
LRI Investments, LLC
Foguth Wealth Management, LLC.
Dougherty Wealth Advisers LLC
Russell Investments Group, Ltd.
Norden Group Llc
Headinvest, Llc
Blair William & Co/il
Montag A & Associates Inc
Life Planning Partners, Inc
Chapman Financial Group, Llc
Aqr Capital Management Llc
Greenline Partners, LLC
Ieq Capital, Llc
ERn Financial, LLC
Sherman Asset Management, Inc.
Waldron Private Wealth LLC
Keystone Financial Group, Inc.
Firethorn Wealth Partners, Llc
Pnc Financial Services Group, Inc.
Weaver Consulting Group
Lauterbach Financial Advisors, LLC
Perennial Investment Advisors, LLC
IAG Wealth Partners, LLC
Barrett & Company, Inc.
Able Wealth Management LLC
Mercer Global Advisors Inc /adv
Leonard Rickey Investment Advisors P.L.L.C.
Stratos Wealth Advisors, LLC
Stifel Financial Corp
Park Avenue Securities Llc
Woodard & Co Asset Management Group Inc /adv
Hager Investment Management Services, Llc
Truist Financial Corp
Signature Equity Partners, LLC
Wealthspan Partners, Llc
High Probability Advisors, LLC
TriaGen Wealth Management LLC
Northern Trust Corp
Dynamic Financial Group
Sapient Capital Llc
Citadel Advisors Llc
Elevate Wealth Advisory, Inc
Wells Fargo & Company/mn
Strategies Wealth Advisors, LLC
Lido Advisors, LLC
HighTower Advisors, LLC
Kestra Investment Management, LLC
Financial Perspectives, Inc
Western Wealth Management, LLC
Atlas Capital Advisors Llc
Aprio Wealth Management, LLC
Rockefeller Capital Management L.P.
William Howard & Co Financial Advisors Inc
Spire Wealth Management
Cwm, Llc
Copia Wealth Management
Mmbg Investment Advisors Co.
Mitchell Capital Management Co
CI Private Wealth, LLC
Bank Of America Corp /de/
Equitable Holdings, Inc.
Jane Street Group, Llc
Emerald Investment Partners, Llc
DT Investment Partners, LLC
Canandaigua National Corp
Liberty One Investment Management, Llc
Bank of Marin
SC&H Financial Advisors, Inc.
Lutz Financial Services LLC
First Horizon Corp
Anchor Investment Management, LLC
Wedbush Securities Inc
PFG Advisors
Golden State Equity Partners
Foundry Financial Group, Inc.
Traub Capital Management LLC
Charles Schwab Investment Management Inc
Choate Investment Advisors
Alliancebernstein L.p.
Nemes Rush Group LLC
Vigil Wealth Management, LLC
Concurrent Investment Advisors, LLC
Regimen Wealth, Llc
Howe & Rusling Inc
Atlantic Union Bankshares Corp
Verus Capital Partners, Llc
D.a. Davidson & Co.
Register Financial Advisors LLC
Bedel Financial Consulting, Inc.
Columbus Macro, LLC
HighMark Wealth Management LLC
Hartland & Co., LLC
Wealth Management Partners, LLC
Dean Investment Associates, Llc
USAdvisors Wealth Management, LLC
Creative Planning
Investor's Fiduciary Advisor Network, LLC
Legacy Financial Strategies, LLC
Operose Advisors LLC
Td Private Client Wealth Llc
17 Capital Partners, Llc
Values Added Financial LLC
Argent Trust Co
JMN Financial LLC
Signaturefd, Llc
Salomon & Ludwin, LLC
CNB Bank
Flagship Harbor Advisors, Llc
Marble Harbor Investment Counsel, LLC
Financial Engines Advisors L.L.C.
First Heartland Consultants, Inc.
Key FInancial Inc
VSM Wealth Advisory, LLC
Pathstone Holdings, LLC
Patten Group, Inc.
Apollon Wealth Management, LLC
Bell Investment Advisors, Inc
Jones Financial Companies Lllp
Greenspring Advisors, LLC
Geneos Wealth Management Inc.
Northbridge Financial Group, Llc
Pensionmark Financial Group, Llc
Hm Payson & Co
Continuum Advisory, LLC
ERTS Wealth Advisors, LLC
Prospect Financial Services LLC
Qube Research & Technologies Ltd
Prudent Man Investment Management, Inc.
Green Harvest Asset Management LLC
Exencial Wealth Advisors, Llc
Atria Investments Llc
New England Private Wealth Advisors LLC
Pinnacle Associates Ltd
Front Row Advisors LLC
Mutual Advisors, LLC
Whittier Trust Co
Sachetta, LLC
Bleakley Financial Group, LLC
Octavia Wealth Advisors, LLC
Amplius Wealth Advisors, LLC
Summit Financial, LLC
Royal Bank Of Canada
Prasad Wealth Partners, LLC
Discipline Wealth Solutions, LLC
National Bank Of Canada /fi/
NCP Inc.
FF Advisors,LLC
Sage Mountain Advisors LLC
Tidemark, LLC
BTC Capital Management, Inc.
Ancora Advisors, LLC
Accel Wealth Management
Veracity Capital LLC
Whittier Trust Co Of Nevada Inc
COFG Advisors, LLC
Renaissance Technologies Llc
SJS Investment Consulting Inc.
Equity Investment Corp
Tennessee Valley Asset Management Partners
Compass Ion Advisors, LLC
Parsons Capital Management Inc/ri
Asset Dedication, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Fiduciary Advisors, Inc.
North Star Investment Management Corp.
Parallel Advisors, LLC
Financial Council Asset Management Inc
Transcend Wealth Collective, Llc
Helen Stephens Group, LLC
Calamos Wealth Management LLC
Global Assets Advisory, LLC
VestGen Advisors, LLC
City Holding Co
Gwn Securities Inc.
Chicago Partners Investment Group LLC
Becker Capital Management Inc
Tred Avon Family Wealth, Llc
TritonPoint Partners, LLC
Zwj Investment Counsel Inc
Richmond Investment Services, LLC
MFA Wealth Services
Sequoia Financial Advisors, LLC
Riverstone Advisors, LLC
Caldwell Trust Co
UMA Financial Services, Inc.
DAVENPORT & Co LLC
Kingsview Wealth Management, LLC
Independence Financial Advisors, LLC
Tower Research Capital LLC (TRC)
Hoxton Planning & Management, LLC
Talisman Wealth Advisors LLC
Kestra Private Wealth Services, Llc
Asset Management Group, Inc.
Seacrest Wealth Management, Llc
Townsend & Associates, Inc
Moisand Fitzgerald Tamayo, LLC
Claro Advisors LLC
Summit Wealth Group Llc / Co
Catalyst Private Wealth, Llc
Calamos Advisors LLC
Koesten, Hirschmann & Crabtree, INC.
SILVER OAK SECURITIES, Inc
BCJ Capital Management, LLC
Potentia Wealth
Traynor Capital Management, Inc.
Captrust Financial Advisors
TL Private Wealth
TD Waterhouse Canada Inc.
Bank Julius Baer & Co. Ltd, Zurich
Kovack Advisors, Inc.
Baird Financial Group, Inc.
CAPROCK Group, Inc.
Goldman Sachs Group Inc
Change Path, LLC
Heritage Wealth Management, Inc./Texas
Twin Peaks Wealth Advisors, LLC
McGowan Group Asset Management, Inc.
Holistic Planning, LLC
BEAM Asset Management, LLC
Park Place Capital Corp
Independent Financial Group, Llc
IFP Advisors, Inc
Manhattan West Asset Management, LLC
Sunbelt Securities, Inc.
Weil Company, Inc.
Defined Wealth Management, Llc
Good Harbor Advisors, Inc.
Element Pointe Advisors, Llc
Tanglewood Legacy Advisors, LLC
USA Financial Portformulas Corp
Greenhouse Wealth Management, LLC
CBIZ Investment Advisory Services, LLC
LaSalle St. Investment Advisors, LLC
Centaurus Financial, Inc.
Paul Damon & Associates, Inc.
DGS Capital Management, LLC
Alliance Wealth Advisors, LLC
McGlone Suttner Wealth Management, Inc.
Cetera Investment Advisers
Elm Partners Management LLC
UBS Group AG
Nwam Llc
Clifford Group, LLC
Harwood Advisory Group, LLC
Canvas Wealth Advisors, LLC
Riverwater Partners LLC
Warren Averett Asset Management, LLC
Waterloo Capital, L.P.
Two Sigma Securities, Llc
Tortoise Investment Management, LLC
Braeburn Wealth Management LLC
Carnegie Capital Asset Management, LLC
Cyndeo Wealth Partners, LLC
Perigon Wealth Management, LLC
Glen Eagle Advisors, LLC
Roble, Belko & Company, Inc
RWM Asset Management, LLC
Valmark Advisers, Inc.
Ashton Thomas Private Wealth, LLC
Brinker Capital Investments, LLC
One Charles Private Wealth Services, LLC
RFG Advisory, LLC
Natixis Advisors, L.p.
First Trust Advisors Lp
Capital Investment Advisory Services, LLC
Qrg Capital Management, Inc.
Matauro, Llc
Bradley Foster & Sargent Inc/ct
CFO4Life Group, LLC
Klingman & Associates, LLC
Savvy Advisors, Inc.
Berman McAleer LLC
Strategic Wealth Partners, Ltd.
BlackRock, Inc.
Vision Retirement, LLC
Pure Financial Advisors, Inc.
TD Capital Management LLC
Inspire Advisors, LLC
Vantage Financial Partners, LLC
Rossmore Private Capital
Janney Montgomery Scott LLC
Auto-Owners Insurance Co
Moneta Group Investment Advisors Llc
Nadler Financial Group, Inc.
Us Bancorp \de\
Evolve Private Wealth, Llc
Evergreen Wealth Solutions, LLC
Beaumont Financial Advisors, LLC
Caldwell Securities, Inc
Buckingham Strategic Partners
Viewpoint Capital Management LLC
Ameritas Advisory Services, LLC
TIAA Wealth Investment Management LLC
Birchcreek Wealth Management, LLC
Invst, LLC
IHT Wealth Management, LLC
Johnson Financial Group, Inc.
Howland Capital Management Llc
Farmers & Merchants Investments Inc
First National Bank of Hutchinson
Richard W. Paul & Associates, LLC
United Capital Financial Advisers, Llc
Collier Financial
Drake & Associates, LLC
Ellis Investment Partners, LLC
Summit Wealth & Retirement Planning, Inc.
Wealthquest Corp
Occidental Asset Management, LLC
Modern Wealth Management, LLC
WJ Wealth Management, LLC
Brown Advisory Inc
Commerce Bank
Fortress Financial Group, Llc
Steele Capital Management, Inc.
Steward Partners Investment Advisory, Llc
Birchwood Financial Partners, Inc.
Christensen, King & Associates Investment Services, Inc.
Topsail Wealth Management, LLC
Zuckerman Investment Group, LLC
Family Management Corp
SRS Capital Advisors, Inc.
Pallas Capital Advisors LLC
Tucker Asset Management Llc
Verdence Capital Advisors LLC
Melone Private Wealth, LLC
Tobias Financial Advisors, Inc.
Foster Group, Inc.
Tower Bridge Advisors
Hobbs Group Advisors, LLC
Motco
KWB Wealth
McIlrath & Eck, LLC
Delta Asset Management Llc/tn
MONECO Advisors, LLC
Vanguard Group Inc
Cambridge Financial Group, LLC
Missouri Trust & Investment Co
HBK Sorce Advisory LLC
Glenmede Trust Co Na
Robertson Stephens Wealth Management, LLC
Newbridge Financial Services Group, Inc.
Redwood Financial Network Corp
ForthRight Wealth Management, LLC
Simon Quick Advisors, Llc
Investment Advisory Group, LLC
Godfrey Financial Associates, Inc.
Sovran Advisors, LLC
Ubs Asset Management Americas Inc
Elevatus Welath Management
Ipswich Investment Management Co., Inc.
Bessemer Group Inc
American State Bank (Iowa)
Silver Grove Financial Group, Inc.
Skopos Labs, Inc.
Premier Path Wealth Partners, LLC
SageView Advisory Group, LLC
Canandaigua National Trust Co of Florida
Mogy Joel R Investment Counsel Inc
Tsfg, Llc
Indivisible Partners
CENTRAL TRUST Co
Carl P. Sherr & Co., LLC
Wealth Enhancement Advisory Services, Llc
Highline Wealth Partners Llc
Mariner, LLC
Mount Yale Investment Advisors, LLC
Murphy & Mullick Capital Management Corp
Finley Financial, LLC
Greykasell Wealth Strategies, Inc.
Diversify Wealth Management, Llc
Crestwood Advisors Group LLC
Certified Advisory Corp
Rosenberg Matthew Hamilton
Eldridge Investment Advisors, Inc.
Coordinated Financial Services, Inc.
Intrua Financial, LLC
Prospera Financial Services Inc
Essex Financial Services, Inc.
Rik Saylor Financial, Inc.
Richards, Merrill & Peterson, Inc.
Curio Wealth, Llc
Summit Wealth Partners, LLC
O'shaughnessy Asset Management, Llc
Annex Advisory Services, LLC
Avion Wealth
Legacy Wealth Managment, LLC/ID
Cim, Llc
Forte Asset Management Llc
MTM Investment Management, LLC
Mather Group, Llc.
Brickley Wealth Management
Bnp Paribas Arbitrage, Sa
AllSquare Wealth Management LLC
White Pine Capital Llc
Integrity Alliance, Llc.
Motive Wealth Advisors
Macroview Investment Management Llc
Angeles Wealth Management, Llc
Boyd Wealth Management, LLC
Envestnet Asset Management Inc
Valeo Financial Advisors, LLC
First Financial Corp /in/
Wiley Bros.-aintree Capital, Llc
Great Valley Advisor Group, Inc.
CIBC Bancorp USA Inc.
Financial Planning Hawaii, Inc.
Essex Savings Bank
Ronald Blue Trust, Inc.
Hopwood Financial Services, Inc.
Dynamic Advisor Solutions LLC
Mission Wealth Management, Lp
Aspiriant, Llc
Windward Private Wealth Management Inc.
Adviser Investments LLC
Baron Silver Stevens Financial Advisors, Llc
Abound Wealth Management
Canandaigua National Bank & Trust Co
Koshinski Asset Management, Inc.
PCA Investment Advisory Services Inc.
Sittner & Nelson, Llc
Glass Jacobson Investment Advisors llc
XY Planning Network, Inc.
Nations Financial Group Inc, /ia/ /adv
General Partner, Inc.
Toroso Investments, LLC
Salus Financial Advisors, LLC
Zhang Financial LLC
Cascade Financial Partners, LLC
Awm Capital, Llc
Bank OZK
We Are One Seven, LLC
Prism Planning Partners LLC
Barnes Wealth Management Group, Inc
Cozad Asset Management Inc
DHJJ Financial Advisors, Ltd.
Fifth Third Bancorp
MCF Advisors LLC
Stratos Wealth Partners, LTD.
NWF Advisory Services Inc.
Comerica Bank
Magnolia Capital Advisors Llc
Csenge Advisory Group
One Day In July LLC
Raymond James Financial Inc
Merit Financial Group, LLC
Bailard, Inc.
Venturi Wealth Management, LLC
Bellecapital International Ltd.
Ankerstar Wealth, LLC
Monticello Wealth Management, Llc
Baker Tilly Financial, Llc
Sterling Capital Management LLC
Pittenger & Anderson Inc
Victory Financial Group, Llc
Corepath Wealth Partners Llc
Per Stirling Capital Management, LLC.
FourThought Financial Partners, LLC
Trilogy Capital Inc.
Deroy & Devereaux Private Investment Counsel Inc
Daymark Wealth Partners, Llc
Gallagher Fiduciary Advisors, LLC
Rothschild Investment Llc
Summitpoint Capital Management
Alliance Private Wealth, LLC
Gibson Capital, LLC
Arlington Trust Co LLC
Cassaday & Co Wealth Management LLC
Olistico Wealth, LLC
Main Street Financial Solutions, LLC
Peak Retirement Planning, Inc.
Ironwood Wealth Management, Inc.
Thurston, Springer, Miller, Herd & Titak, Inc.
Harbor Investment Advisory, Llc
Summit Trail Advisors, Llc
Invariant Investment Management
Abound Financial, Llc
Pathfinder Wealth Consulting, Inc.
Mml Investors Services, Llc
Wealthcare Advisory Partners LLC
Smallwood Wealth Investment Management, LLC
City State Bank
Synergy Investment Management, LLC
Silver Lake Advisory, LLC
Insigneo Advisory Services, Llc
Harbour Investments, Inc.
Cosner Financial Group, LLC
Kestra Advisory Services, LLC
Innovative Wealth Building LLC
Crescent Grove Advisors, LLC
New Wave Wealth Advisors Llc
Financial Management Professionals, Inc.
Hilltop Holdings Inc.
Legacy Financial Group LLC
Cerity Partners LLC
Collective Family Office Llc
Stephens Consulting, LLC
Endowment Wealth Management, Inc.
Bartlett & Co. Wealth Management Llc
Keystone Financial Group
Financial Consulate, Inc
Private Trust Co Na
IMG Wealth Management, Inc.
Collaborative Wealth Managment Inc.
CoreCap Advisors, LLC
Kingswood Wealth Advisors, Llc
Watchman Group, Inc.
Sigma Planning Corp
Sweeney & Michel, Llc
Gotham Asset Management, LLC
Carlton Hofferkamp & Jenks Wealth Management, LLC
Soltis Investment Advisors LLC
StoneX Group Inc.
Atala Financial Inc
Fingerlakes Wealth Management, Inc.
Presilium Private Wealth, Llc
Joule Financial, LLC
SFG Wealth Management, LLC.
Prime Capital Investment Advisors, LLC
Perkins Coie Trust Co
Retirement Management Systems Inc.
Cambria Investment Management, L.P.
Visionary Wealth Advisors
AE Wealth Management LLC
Madison Wealth Partners, Inc
Matrix Private Capital Group Llc
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
True Link Financial Advisors, LLC
Brown Brothers Harriman & Co
Next Capital Management LLC
Crews Bank & Trust
Jfs Wealth Advisors, Llc
Founders Financial Alliance, LLC
Delap Wealth Advisory, Llc
Sterling Wealth Management, Inc.
Fiduciary Group LLC
Hilltop Wealth Advisors, Llc
Charter Oak Capital Management, LLC
TFR Capital, LLC.
Morgan Stanley
Sanctuary Advisors, LLC
Colony Group, LLC
Catalytic Wealth RIA, LLC
Smithfield Trust Co
United Advisor Group, LLC
Halbert Hargrove Global Advisors, Llc
EverSource Wealth Advisors, LLC
Bank of New York Mellon Corp
GAMMA Investing LLC
Apella Capital, LLC
Falcon Wealth Planning
Smartleaf Asset Management LLC
Signature Resources Capital Management, LLC
Leavell Investment Management, Inc.
Duncan Williams Asset Management, LLC
Teachers Insurance & Annuity Association Of America
Bogart Wealth, LLC
Caliber Wealth Management, LLC / KS
Pacific Center for Financial Services
Sagespring Wealth Partners, Llc
Vestmark Advisory Solutions, Inc.
Kilter Group LLC
Mason Investment Advisory Services, Inc.
Hilton Head Capital Partners, LLC
CIBC Private Wealth Group, LLC
NewEdge Wealth, LLC
Benjamin Edwards Inc
Apollon Financial, LLC
Eagle Strategies LLC
Fourth Dimension Wealth, LLC
Hubbell Strickland Wealth Management, LLC
N.E.W. Advisory Services LLC
Capital Analysts, Inc.
Beck Bode, LLC
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