QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF - Net Long/Short Value

iShares Trust - iShares MSCI USA Quality Factor ETF
US ˙ BATS ˙ US46432F3394

QUAL / iShares Trust - iShares MSCI USA Quality Factor 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)
MGB Wealth Management, LLC
Hurley Capital, LLC
Invested Advisors
Fisher Asset Management, LLC
LifePlan Investment Advisors, Inc.
Lineweaver Wealth Advisors, LLC
New England Private Wealth Advisors LLC
Custom Index Systems, Llc
Burton Enright Welch
Principal Securities, Inc.
Bestgate Wealth Advisors, LLC
Davidson Kahn Capital Management, LLC
Signal Advisors Wealth, LLC
Two West Capital Advisors LLC
Avant Capital LLC
Clearwater Capital Advisors, LLC
Waddell & Associates, Llc
360 Financial, Inc.
Riverbend Wealth Management, LLC
MRP Capital Investments, LLC
Rice Partnership, LLC
Centaurus Financial, Inc.
CFS Investment Advisory Services, LLC
Napier Financial, LLC
HighTower Advisors, LLC
Toronto Dominion Bank
Kickstand Ventures, Llc.
Fort Sheridan Advisors Llc
Farrell Financial LLC
Tred Avon Family Wealth, Llc
Provident Investment Management, Inc.
International Assets Investment Management, Llc
Coordinated Financial Services, Inc.
Navigoe, LLC
Sweeney & Michel, Llc
Moors & Cabot, Inc.
Blue Rock Wealth Management LLC
Group One Trading, L.p.
Comerica Bank
Sound Financial Strategies Group, LLC
Magnolia Private Wealth, LLC
Morris Retirement Advisors, LLC
Kendall Capital Management
Johnson Financial Group, LLC
Tortoise Investment Management, LLC
GFG Capital, LLC
Partners Capital Investment Group, Llp
Mosaic Financial Group, Llc
Two Sigma Investments, Lp
Oppenheimer & Co Inc
Connecticut Wealth Management, LLC
Flow Traders U.s. Llc
Marshall Financial Group LLC
Fort Washington Investment Advisors Inc /oh/
Wealth Group Ltd
Meridian Investment Counsel Inc.
Atomi Financial Group, Inc.
Fiduciary Trust Co
Kingdom Financial Group LLC.
Spire Wealth Management
S&t Bank/pa
Armis Advisers, LLC
Bridges Investment Management Inc
Armstrong Advisory Group, Inc
Florida Financial Advisors, Llc
Golden State Equity Partners
Tempus Wealth Planning, LLC
Godsey & Gibb Associates
Fortress Private Ledger, Llc
Colter Lewis Investment Partners LLC
Neuberger Berman Group LLC
Austin Private Wealth, LLC
Morris Financial Concepts, Inc.
Regimen Wealth, Llc
Root Financial Partners, LLC
HighMark Wealth Management LLC
BigSur Wealth Management LLC
Keystone Financial Group
Blue Bell Private Wealth Management, Llc
JustInvest LLC
TD Waterhouse Canada Inc.
Storen Legacy Partners, LLC
Cheviot Value Management, LLC
WealthTrak Capital Management LLC
BAM Wealth Management, LLC
Strategies Wealth Advisors, LLC
Wolff Wiese Magana Llc
Trilogy Capital Inc.
Cherry Tree Wealth Management, LLC
Parsons Capital Management Inc/ri
Catalina Capital Group, LLC
Jones Financial Companies Lllp
Fragasso Group Inc.
Ashton Thomas Securities, Llc
Vermillion Wealth Management, Inc.
Baird Financial Group, Inc.
Security National Bank
Sanchez Gaunt Capital Management, LLC
Gotham Asset Management, LLC
Tompkins Financial Corp
MONECO Advisors, LLC
Torrey-Payne Wealth Management, LLC
Capital Advisors, Ltd. LLC
Hobart Private Capital, LLC
Cynosure Management, Llc
Aqr Capital Management Llc
Klingenstein Fields & Co Lp
Wise Wealth Partners
Marshall & Sterling Wealth Advisors Inc.
Boreal Capital Management LLC
Williams Jones Wealth Management, LLC.
Glen Eagle Advisors, LLC
Bangor Savings Bank
Cresset Asset Management, LLC
Richard Bernstein Advisors LLC
Swp Financial Llc
Capital Asset Advisory Services LLC
Global Wealth Strategies & Associates
Allworth Financial LP
Lifeworks Advisors, LLC
Alpha Zero LLC
Pinnacle Financial Partners, Inc.
KERR FINANCIAL PLANNING Corp
Ridgeline Wealth, LLC
SMART Wealth LLC
Empire Life Investments Inc.
Prosperity Bancshares Inc
Dynasty Wealth Management, Llc
Parkway Wealth Management Group, LLC
Soltis Investment Advisors LLC
Meridian Wealth Partners, LLC
FRG Family Wealth Advisors LLC
Shufro Rose & Co Llc
Citizens National Bank Trust Department
Northland Securities, Inc.
M&t Bank Corp
Entelevest, LLC
Cyndeo Wealth Partners, LLC
Tolleson Wealth Management, Inc.
Kraft, Davis & Associates, LLC
Atlas Capital Advisors Llc
First American Trust, Fsb
Sanctuary Advisors, LLC
Indiana Trust & Investment Management CO
Peoples Financial Services Corp.
Cfm Wealth Partners Llc
First Trust Advisors Lp
AdvisorNet Financial, Inc
Noble Wealth Management PBC
Shum Financial Group, Inc.
AA Financial Advisors, LLC
Ferguson Wellman Capital Management, Inc
Mill Creek Capital Advisors, LLC
Copia Wealth Management
Howe & Rusling Inc
Philadelphia Trust Co
Clare Market Investments LLC
Vision Capital Management, Inc.
Planning Project LLC
Csenge Advisory Group
FSA Advisors, Inc.
Fifth Third Securities, Inc.
Tennessee Valley Asset Management Partners
Umb Bank N A/mo
Orion Capital Management LLC
United Advisor Group, LLC
Brookwood Investment Group LLC
Foster Dykema Cabot & Partners, Llc
Webster Bank, N. A.
Northwest Wealth Advisors, LLC
Financial Freedom, LLC
Front Row Advisors LLC
Interchange Capital Partners, LLC
Nations Financial Group Inc, /ia/ /adv
Firestone Capital Management
Blue Edge Capital, LLC
MCF Advisors LLC
Nwam Llc
Liberty Square Wealth Partners Llc
Provident Wealth Management, LLC
Wells Financial Advisors INC
N.E.W. Advisory Services LLC
Abundance Wealth Counselors
Signet Financial Management, Llc
Hm Payson & Co
Summit Trail Advisors, Llc
Community Financial Services Group, LLC
Dunhill Financial, LLC
InTrack Investment Management Inc
Garde Capital, Inc.
Greenleaf Trust
Indivisible Partners
Silver Grove Financial Group, Inc.
American Wealth Advisors, LLC
Versant Capital Management, Inc
Gemmer Asset Management LLC
Stratos Wealth Partners, LTD.
Islay Capital Management, Llc
Tme Financial, Inc.
AlphaStar Capital Management, LLC
Ackerman Capital Advisors, LLC
Atlantic Edge Private Wealth Management, LLC
Lantern Wealth Advisors, LLC
Principal Financial Group Inc
Turtle Creek Wealth Advisors, LLC
Mosaic Family Wealth Partners, Llc
Trust Co Of Vermont
Blair William & Co/il
Opus Financial Solutions LLC
Invst, LLC
Client First Capital LLC
Millennium Management Llc
Commonwealth Financial Services, LLC
Ariadne Wealth Management, LP
City National Bank Of Florida /msd
Birchwood Financial Partners, Inc.
HB Wealth Management, LLC
Cora Capital Advisors Llc
Horizon Wealth Management, LLC
Investor's Fiduciary Advisor Network, LLC
Windsor Advisory Group, LLC
Foundations Investment Advisors, LLC
First Manhattan Co
Aspiring Ventures, LLC
Private Wealth Asset Management, LLC
Wealthgarden F.s. Llc
Citigroup Inc
Empirical Asset Management, LLC
Element Pointe Advisors, Llc
Apollon Wealth Management, LLC
Gryphon Financial Partners LLC
Daybright Advisory Services, Inc.
Caitlin John, LLC
Sofos Investments, Inc.
Green Ridge Wealth Planning LLC
Creative Planning
Scissortail Wealth Management, LLC
Allegiance Financial Group Advisory Services LLC
Silverlake Wealth Management Llc
WCG Wealth Advisors LLC
GW&K Investment Management, LLC
Wiley Bros.-aintree Capital, Llc
Gwn Securities Inc.
Bedel Financial Consulting, Inc.
Great Valley Advisor Group, Inc.
Trace Wealth Advisors, LLC
Kirtland Hills Capital Management, Llc
Measured Wealth Private Client Group, LLC
Trust Co
Signature Estate & Investment Advisors Llc
Strategic Blueprint, LLC
Busey Wealth Management
Resolute Wealth Advisor, Inc.
Ameritas Advisory Services, LLC
AMG Asset Management Group, Inc.
United Capital Financial Advisers, Llc
Atria Investments Llc
Northwest Wealth Management, Llc
Kastel Capital Advisors, LLC
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
Prime Capital Investment Advisors, LLC
Pinnacle Associates Ltd
Lifelong Wealth Advisors, Inc.
Intentional Wealth Strategies, LLC
Signature Resources Capital Management, LLC
Elevate Wealth Advisory, Inc
CIBC Private Wealth Group, LLC
Meridian Financial Partners LLC
Beacon Pointe Advisors, LLC
Prospera Financial Services Inc
MBM Wealth Consultants, LLC
Journey Advisory Group, LLC
Wellington Shields Capital Management, LLC
Lebenthal Global Advisors, LLC
Stock Yards Bank & Trust Co
Emerald Investment Partners, Llc
Paller Financial Services Inc
Novem Group
Frazier Financial Advisors, LLC
Victory Financial Group, Llc
Opes Wealth Management LLC
Western Wealth Management, LLC
NCM Capital Management, LLC
Lantz Financial LLC
TCTC Holdings, LLC
Schoolcraft Capital LLC
Causey Wealth LLC
Capital Investment Management, Inc.
First Financial Bank - Trust Division
GSB Wealth Management, LLC
Traphagen Investment Advisors Llc
Krilogy Financial LLC
Sculati Wealth Management, LLC
Warren Averett Asset Management, LLC
BCGM Wealth Management, LLC
San Luis Wealth Advisors LLC
Tower Research Capital LLC (TRC)
Rhl Group, Llc
Basepoint Wealth LLC
Beacon Financial Planning, Inc
IFS Group,LLC
Fortress Financial Group, Llc
Clear Harbor Asset Management, LLC
Simon Quick Advisors, Llc
Natixis Advisors, L.p.
Landaas & Co /wi /adv
Vestwell Advisors, LLC
Wealthcare Advisory Partners LLC
Strategic Financial Concepts, LLC
Kovitz Investment Group Partners, LLC
Strategic Wealth Partners, Ltd.
Grand Wealth Management, Llc
BancorpSouth Bank
Wsfs Capital Management, Llc
White Lighthouse Investment Management Inc.
Wescott Financial Advisory Group, LLC
StrongBox Wealth, LLC
ONE Advisory Partners, LLC
Vestmark Advisory Solutions, Inc.
Center for Financial Planning, Inc.
Zacks Investment Management
Meridian Wealth Management, LLC
Annex Advisory Services, LLC
J. Mark Nickell & Co.
PKS Advisory Services, LLC
Eastern Bank
SHP Wealth Management
Accredited Investors Inc.
Meitav Dash Investments Ltd
London & Capital Asset Management Ltd
Rothschild Investment Llc
SageView Advisory Group, LLC
Seacrest Wealth Management, Llc
Colonial Trust Co / SC
Stillwater Wealth Management Group
TRB Wealth Management, LLC
ASB Consultores, LLC
Ehrenkranz Partners L.P.
Benningfield Financial Advisors, Llc
Caldwell Trust Co
Whittier Trust Co
Franklin Resources Inc
One Wealth Capital Management, Llc
Millstone Evans Group, LLC
Transcend Wealth Collective, Llc
Kestra Investment Management, LLC
Beacon Advisors Holdings, Llc
Helen Stephens Group, LLC
Koshinski Asset Management, Inc.
First Horizon Corp
Highview Capital Management LLC/DE/
Gill Capital Partners, Llc
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
J.E. Simmons & Co., P.C.
Integrated Wealth Concepts LLC
Walsh & Associates, LLC
Benjamin Edwards Inc
Financial Engines Advisors L.L.C.
Aegis Wealth Management, Inc.
Jaffetilchin Investment Partners, LLC
Endeavor Private Wealth, Inc.
Bank Of America Corp /de/
Jane Street Group, Llc
Leading Edge Financial Planning LLC
Harbor Asset Planning, Inc.
Bank of Jackson Hole Trust
Marks Group Wealth Management, Inc
Rachor Investment Advisory Services, LLC
Bay Harbor Wealth Management, LLC
Johnson Bixby & Associates, LLC
Larch Capital Partners Llc
Stage Harbor Financial, Llc
Advyzon Investment Management, LLC
Van Hulzen Asset Management, LLC
GSG Advisors LLC
Brown, Lisle/cummings, Inc.
Per Stirling Capital Management, LLC.
Baldwin Brothers Inc/ma
Ridgeline Wealth Planning, LLC
Coastal Investment Advisors, Inc.
Hobbs Wealth Management, LLC
Forefront Wealth Partners, LLC
Clear Creek Financial Management, LLC
Motive Wealth Advisors
Wealth Enhancement Trust Services, Inc.
XY Planning Network, Inc.
DAVENPORT & Co LLC
Apella Capital, LLC
Strait & Sound Wealth Management LLC
Investment Management Trust, LLC
Ergawealth Advisors, Inc.
Barclays Plc
Brandywine Oak Private Wealth Llc
Foundry Financial Group, Inc.
Bank Of Nova Scotia
Keystone Wealth Services, LLC
Hunter Perkins Capital Management, LLC
Smart Money Group LLC
D.a. Davidson & Co.
Integrity Advisory Solutions, LLC
Concorde Asset Management, LLC
MSH Capital Advisors LLC
Global Retirement Partners, LLC
Orgel Wealth Management, LLC
Valmark Advisers, Inc.
ProVise Management Group, LLC
Lake Street Financial Llc
Davis Wealth Advisors, LLC
RCS Financial Planning, LLC
Kovack Advisors, Inc.
Henshaw Capital LLC
Legacy Advisors, LLC
Kaufman Rossin Wealth, LLC
Vise Technologies, Inc.
Sharkey, Howes & Javer
Post Resch Tallon Group Inc.
Jackson Thornton Asset Management, Llc
LiftPoint Family Wealth Advisors LLC
Cove Private Wealth, LLC
Kestra Advisory Services, LLC
Ankerstar Wealth, LLC
AllSquare Wealth Management LLC
Independent Financial Group, Llc
Pines Wealth Management, LLC
Allie Family Office LLC
Sfmg, Llc
Delta Asset Management Llc/tn
Zhang Financial LLC
Sequent Planning LLC
Kelly Financial Services LLC
Nan Shan Life Insurance Co., Ltd.
Y.D. More Investments Ltd
Evergreen Wealth Partners LLC
Clear Investment Research, Llc
Ransom Advisory, Ltd
MTM Investment Management, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
TIAA Wealth Investment Management LLC
Imprint Wealth LLC
Hoey Investments, Inc
Wealth Quarterback LLC
Heritage Family Offices, LLP
Bank of New York Mellon Corp
Elk River Wealth Management, LLC
Motco
Wood Tarver Financial Group, LLC
Keybank National Association/oh
Private Trust Co Na
Vanguard Group Inc
Sawyer & Company, Inc
Eldridge Investment Advisors, Inc.
CoreCap Advisors, LLC
Allen Capital Group, LLC
CFO4Life Group, LLC
Aventura Private Wealth, LLC
Gallagher Fiduciary Advisors, LLC
Monograph Wealth Advisors, Llc
Bessemer Group Inc
BankPlus Trust Department
Sax Wealth Advisors, Llc
Protective Life Corp
Moment Partners, LLC
Compass Ion Advisors, LLC
Manning & Napier Advisors Llc
Opulen Financial Group LLC
Portfolio Resources Advisor Group, Inc.
Decker Retirement Planning Inc.
XTX Topco Ltd
Buckingham Strategic Partners
Boston Private Wealth Llc
Skopos Labs, Inc.
Leuthold Group, Llc
Horizon Investments, LLC
Scarborough Advisors, LLC
Strategy Asset Managers Llc
Diversified Enterprises, LLC
Elevation Capital Advisory, LLC
Brown Advisory Inc
Tiaa-cref Individual & Institutional Services, Llc
PFG Advisors
Halbert Hargrove Global Advisors, Llc
Farnam Financial LLC
Alpha Cubed Investments, LLC
Palisade Asset Management, LLC
Gw Henssler & Associates Ltd
Lowe Brockenbrough & Co Inc
Aureus Asset Management, LLC
Stableford Capital Ii Llc
CVA Family Office, LLC
Indie Asset Partners, LLC
Providence First Trust Co
Catalytic Wealth RIA, LLC
Geneos Wealth Management Inc.
Accredited Investor Services, Llc
Integrity Alliance, Llc.
Altfest L J & Co Inc
PMG Wealth Management, Inc.
RMR Capital Management, LLC
Cary Street Partner Investment Advisory Llc
Stonebrook Private Inc.
Pinnacle Wealth Management Advisory Group, LLC
Milestone Investment Advisors LLC
Integrated Wealth Management
LexAurum Advisors, LLC
ORG Wealth Partners, LLC
Viawealth, Llc
Sterling Investment Counsel, LLC
Garrett Wealth Advisory Group, LLC
Sollinda Capital Management LLC
Qube Research & Technologies Ltd
True North Advisors, LLC
Midwestern Financial, LLC /IA
Centennial Advisors, LLC
Fairvoy Private Wealth, LLC
JGP Wealth Management, LLC
Twin Peaks Wealth Advisors, LLC
Clark Wealth Partners
Pinnacle Family Advisors, LLC
Aspiriant, Llc
Field & Main Bank
Sanchez Wealth Management Group
5T Wealth, LLC
Legacy Wealth Partners, LLC
Vermillion & White Wealth Management Group, LLC
Performa Ltd (US), LLC
Avidian Wealth Solutions, LLC
Mirae Asset Global Investments Co., Ltd.
Stark Wealth Management LLC
Vertex Planning Partners, LLC
Jmac Enterprises Llc
Anchor Investment Management, LLC
Vista Investment Management
Ubs Asset Management Americas Inc
Northbridge Financial Group, Llc
Ironvine Capital Partners, LLC
GGM Financials LLC
Cvfg Llc
Oak Harbor Wealth Partners, Llc
HFM Investment Advisors, LLC
Genesis Wealth Advisors, LLC
Key FInancial Inc
Destination Wealth Management
IFP Advisors, Inc
Center For Asset Management LLC
Summa Corp.
Itau Unibanco Holding S.A.
Empower Advisory Group, LLC
Hickory Point Bank & Trust
Glenview Trust Co
Lansing Street Advisors
Sound Income Strategies, LLC
Beacon Financial Advisory LLC
FourThought Financial Partners, LLC
CENTRAL TRUST Co
OpenArc Corporate Advisory, LLC
Allstate Corp
Confluence Wealth Services, Inc.
Financial Consulate, Inc
LaSalle St. Investment Advisors, LLC
AE Wealth Management LLC
Hoxton Planning & Management, LLC
Ethic Inc.
Unison Advisors LLC
Tower Bridge Advisors
46 Peaks LLC
Resources Investment Advisors, LLC.
M1 Capital Management LLC
Edge Financial Advisors LLC
Selby Wealth Management, LLC
Relyea Zuckerberg Hanson LLC
Mosaic Advisors LLC
Colton Groome Financial Advisors, Llc
D'Orazio & Associates, Inc.
Tarbox Family Office, Inc.
Premier Path Wealth Partners, LLC
Ritholtz Wealth Management
Bulltick Wealth Management, LLC
MBA Advisors LLC
Chesapeake Asset Management Llc
Operose Advisors LLC
Richardson Capital Management LLC
MBE Wealth Management, LLC
We Are One Seven, LLC
Investment Planning Advisors, Inc.
River's Edge Wealth Management, Llc
United Financial Planning Group LLC
Mascoma Wealth Management LLC
Cornerstone Wealth Group, LLC
First Financial Group Corp
New England Professional Planning Group Inc.
Cwm, Llc
Prasad Wealth Partners, LLC
Financial Enhancement Group LLC
Northwest Capital Management Inc
Hilton Head Capital Partners, LLC
ShoreHaven Wealth Partners, LLC
Bernard Wealth Management Corp.
VSM Wealth Advisory, LLC
KPP Advisory Services LLC
TSA Wealth Managment LLC
Ipsen Advisor Group LLC
Mark Sheptoff Financial Planning, Llc
Accurate Wealth Management, LLC
King Luther Capital Management Corp
Fiduciary Alliance LLC
Fermata Advisors, LLC
Cetera Investment Advisers
Catalyst Capital Advisors LLC
Essex Savings Bank
McAdam, LLC
Financial Life Planners
Financial Insights, Inc.
Trust Co Of Toledo Na /oh/
Skyline Advisors, Inc.
Ibex Wealth Advisors
Atlantic Union Bankshares Corp
West Wealth Group, LLC
KC Investment Advisors, LLC
Patten & Patten Inc/tn
Inscription Capital, LLC
Advisors Capital Management, LLC
Capital Asset Managemnet, LLC
Schwab Charitable Fund
Vavra Capital Management, LLC
W Advisors, Llc
Garrett Investment Advisors LLC
Johnson Investment Counsel Inc
RMB Capital Management, LLC
Purpose Unlimited Inc.
AlphaCore Capital LLC
Alliancebernstein L.p.
Haverford Financial Services, Inc.
Salem Investment Counselors Inc
Rps Advisory Solutions Llc
Aventus Investment Advisors, Inc.
Emergent Wealth Advisors, LLC
Financial Partners Group, Inc
Apeiron RIA LLC
WT Wealth Management
Gables Capital Management Inc.
Carr Financial Group Corp
High Falls Advisors, Inc
Delta Wealth Advisors LLC
First Foundation Advisors
Nbc Securities, Inc.
Creative Financial Designs Inc /adv
Gilliland Jeter Wealth Management LLC
Susquehanna International Group, Llp
Colony Group, LLC
Actinver Wealth Management, Inc.
Quadrant Private Wealth Management, LLC
Us Bancorp \de\
Tudor Investment Corp Et Al
Bayban
Connable Office Inc
Miller Capital Partners, Inc.
Horst & Graben Wealth Management LLC
First Citizens Financial Corp
EPG Wealth Management LLC
Diversified Portfolios, Inc.
Zions Bancorporation, National Association /ut/
JB Capital LLC
Flagship Private Wealth, LLC
Golden State Wealth Management, LLC
Gradient Investments LLC
Frankly Finances, LLC
Northside Capital Management, LLC
FLC Capital Advisors
Curtis Wealth Management Llc
Commerce Bank
Haverford Trust Co
Balance Wealth, LLC
Mayfair Advisory Group, LLC
Facet Wealth, Inc.
WPG Advisers, LLC
Aspire Private Capital, LLC
Investment Advisory Group, LLC
Cornerstone Advisors Asset Management, Inc
Camden Capital, LLC
BOK Financial Private Wealth, Inc.
Bokf, Na
Founders Financial Securities Llc
Lockerman Financial Group, Inc.
Galvin, Gaustad & Stein, LLC
HORAN Wealth, LLC
Financial Advisory Service, Inc.
Wealth Management Associates, Inc.
Liberty Wealth Management Llc
Raymond James Financial Inc
Idaho Trust Bank
State Of Michigan Retirement System
Solstein Capital, LLC
MBL Wealth, LLC
Town Capital LLC
Keebeck Wealth Management, LLC
Fulton Bank, N.a.
Signature Securities Group Corporation
Asempa Wealth Advisors
Belpointe Asset Management LLC
Emprise Bank
Banque Transatlantique SA
Vantus Wealth LLC
Smithfield Trust Co
Reyes Financial Architecture, Inc.
Cornerstone Planning Group LLC
Fiscal Wisdom Wealth Management, LLC
Mariner, LLC
Verus Capital Partners, Llc
Arsenal Capital Advisors LLC
David R. Rahn & Associates Inc.
Hughes Financial Services, LLC
Farmers & Merchants Investments Inc
Parkside Financial Bank & Trust
Client 1st Advisory Group, Llc
Gateway Wealth Partners, LLC
Western Pacific Wealth Management, LP
Perryman Financial Advisory Inc /ad
Wealthfront Advisers Llc
Citizens Financial Group Inc/ri
Oath Planning, LLC
Merkkuri Wealth Advisors LLC
Gladstone Institutional Advisory LLC
EverSource Wealth Advisors, LLC
Rehmann Capital Advisory Group
Financial Management Professionals, Inc.
IHT Wealth Management, LLC
Swmg, Llc
Glenmede Trust Co Na
Abound Financial, Llc
Cadia Private Client LLC
Avion Wealth
Leslie Global Wealth, LLC
Vision Retirement, LLC
HMV Wealth Advisors, LLC
10Elms LLP
Abound Wealth Management
Life Line Wealth Management Llc
Quotient Wealth Partners, LLC
Equitable Holdings, Inc.
IPG Investment Advisors LLC
Paulson Wealth Management Inc.
Cowa, Llc
Parkwoods Wealth Partners, LLC
DecisionPoint Financial, LLC
Fortune Financial Advisors, LLC
Peapack Gladstone Financial Corp
Magnus Financial Group LLC
SimpliFi, Inc.
Triumph Capital Management
Lionsbridge Wealth Management LLC
Kmg Fiduciary Partners, Llc
Medallion Wealth Advisors, LLC
Creekside Partners
Aries Wealth Management
Wbh Advisory Inc
AlTi Global, Inc.
Rollins Financial Advisors, LLC
Investors Research Corp
Barrett & Company, Inc.
ADG Wealth Management Group, LLC
Astra Wealth Partners LLC
Federation des caisses Desjardins du Quebec
Yukon Wealth Management, Inc.
Portus Wealth Advisors, LLC
Fortis Group Advisors, LLC
Montag A & Associates Inc
Ardent Capital Management, Inc.
Raub Brock Capital Management LP
Arcadia Wealth Management, LLC
SOUTH STATE Corp
Box Hill Private Wealth LLC
Chancellor Financial Group WB LP
Citadel Advisors Llc
MKT Advisors LLC
M3 Advisory Group, LLC
Guardian Wealth Advisors, Llc / Nc
Inspire Advisors, LLC
WJ Wealth Management, LLC
Chelsea Counsel Co
Pinnacle Wealth Planning Services, Inc.
MA Private Wealth
BlackDiamond Wealth Management Inc.
Titleist Asset Management, Llc
Opal Wealth Advisors, LLC
Mercer Global Advisors Inc /adv
Bogart Wealth, LLC
Archer Investment Corp
Sunbelt Securities, Inc.
Private Advisor Group, LLC
Darden Wealth Group Inc
Flagship Harbor Advisors, Llc
Sherman Wealth Management LLC
Chicago Partners Investment Group LLC
Peddock Capital Advisors, Llc
Regatta Capital Group, Llc
Beaumont Financial Advisors, LLC
Altus Wealth Group LLC
CAPROCK Group, Inc.
Richmond Investment Services, LLC
Eq Llc
FineMark National Bank & Trust
Valence8 US LP
Ullmann Financial Group, Inc.
Newbridge Financial Services Group, Inc.
Integral Investment Advisors, Inc.
Atlantic Trust, LLC
Alerus Financial Na
EP Wealth Advisors, Inc.
Timonier Family Office, LTD.
Octavia Wealth Advisors, LLC
Clearview Wealth Advisors LLC
Dynamic Advisor Solutions LLC
HCR Wealth Advisors
Visionary Wealth Advisors
Thrivent Financial For Lutherans
Beacon Capital Management, LLC
Mount Yale Investment Advisors, LLC
Annandale Capital, LLC
Geneva Partners, LLC
Ieq Capital, Llc
Bnp Paribas Arbitrage, Sa
Mattern Capital Management, Llc
Axim Planning & Wealth
Kestra Private Wealth Services, Llc
StoneX Group Inc.
Keystone Financial Services
Dakota Wealth Management
Syntegra Private Wealth Group, LLC
Bitterroot Capital Advisors Llc
Mather Group, Llc.
Holos Integrated Wealth LLC
Foster Group, Inc.
Sutton Place Investors Llc
Laurel Oak Wealth Management, Llc
Raleigh Capital Management Inc.
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Rockefeller Capital Management L.P.
Wedbush Securities Inc
Cary Street Partners Financial Llc
COFG Advisors, LLC
Tradition Wealth Management, LLC
Knightsbridge Asset Management, Llc
Financial Perspectives, Inc
SRS Capital Advisors, Inc.
JDM Financial Group LLC
Litman Gregory Asset Management LLC
Tempo Wealth, LLC
HBE Wealth Management, LLC
McKinley Carter Wealth Services, Inc.
Lincoln Capital Corp
Yarger Wealth Strategies, Llc
Tidemark, LLC
LifeGoal Wealth Advisors
Monticello Wealth Management, Llc
Morton Capital Management LLC/CA
A4 Wealth Advisors LLC
Leavell Investment Management, Inc.
J.w. Cole Advisors, Inc.
NewEdge Wealth, LLC
Bell Investment Advisors, Inc
Strategic Point Investment Advisors, LLC
Retirement Wealth Solutions LLC
Chatterton & Associates Inc.
Wells Fargo & Company/mn
Becker Capital Management Inc
Quantinno Capital Management LP
Fwl Investment Management, Llc
Intrua Financial, LLC
Delos Wealth Advisors, LLC
Riverchase Wealth Management, Llc
Captrust Financial Advisors
Peak Wealth Management LLC
Americana Partners, LLC
Steward Partners Investment Advisory, Llc
Interactive Financial Advisors
Apex Wealth Management, LLC
Astoria Portfolio Advisors LLC.
Maripau Wealth Management Llc
Dana Investment Advisors, Inc.
National Asset Management, Inc.
Qrg Capital Management, Inc.
Ironsides Asset Advisors, LLC
Richard P Slaughter Associates Inc
Cardinal Strategic Wealth Guidance
Tsfg, Llc
Financial Connections Group, Inc.
BCJ Capital Management, LLC
Cornerstone Financial Management LLC
Lido Advisors, LLC
Fund Evaluation Group, LLC
New Republic Capital, LLC
Braun-Bostich & Associates Inc.
Red Tortoise LLC
SJS Investment Consulting Inc.
Fulcrum Equity Management
SNS Financial Group, LLC
Beacon Wealthcare LLC
Vident Advisory, LLC
Pearl Planning LLC
Guerra Pan Advisors, Llc
Tranquilli Financial Advisor LLC
WNY Asset Management, LLC
Millburn Ridgefield Corp
Cullen/frost Bankers, Inc.
JT Stratford LLC
Centurion Wealth Management LLC
VisionPoint Advisory Group, LLC
Miracle Mile Advisors, LLC
Frederick Financial Consultants, LLC
Almanack Investment Partners, LLC.
Compass Wealth Management, LLC/GA
Boulder Wealth Advisors, LLC
Mml Investors Services, Llc
SILVER OAK SECURITIES, Inc
Ascent Group, LLC
Fluent Financial, LLC
Smartleaf Asset Management LLC
St Germain D J Co Inc
CWS Financial Advisors, LLC
TFC Financial Management
Advisor Group Holdings, Inc.
Elevate Capital Advisors, LLC
Cooper Financial Group
Hoese & Co LLP
Fifth Third Bancorp
Parvin Asset Management, LLC
Advisory Services Network, LLC
Fourth Dimension Wealth, LLC
Kingsview Wealth Management, LLC
Bernardo Wealth Planning LLC
Madison Wealth Partners, Inc
Evolution Wealth Management Inc.
Bush Investment Group, Llc
May Hill Capital, LLC
Caliber Wealth Management, LLC / KS
MorganRosel Wealth Management, LLC
Maia Wealth LLC
Owl Creek Wealth Partners LLC
Seneschal Advisors, LLC
Peterson Wealth Management
GatePass Capital, LLC
Badgley Phelps Wealth Managers, LLC
Vantage Financial Partners, LLC
Royal Bank Of Canada
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
SYM FINANCIAL Corp
Elevation Wealth Management LLC
Nixon Peabody Trust Co
LongView Wealth Management
BNB Wealth Management, LLC
Advocate Investing Services LLC
Family Wealth Partners, Llc
Townsend Asset Management Corp /nc/ /adv
Morgan Stanley
Wilkins Miller Wealth Management, LLC
Park Place Capital Corp
Running Point Capital Advisors, LLC
Sowell Financial Services LLC
MAI Capital Management
Acima Private Wealth, Llc
Janney Montgomery Scott LLC
Waterway Wealth Management, LLC
Ancora Advisors, LLC
Mission Wealth Management, Lp
Palatine Hill Wealth Management, LLC
Register Financial Advisors LLC
Simplicity Wealth,LLC
Archford Capital Strategies, LLC
Wilkerson Advisory Group LLC
Trademark Financial Management, LLC
Ffg Retirement Advisors Llc
Advance Capital Management, Inc.
Kcm Investment Advisors Llc
Stonehearth Capital Management, LLC
Legacy Financial Group LLC
YANKCOM Partnership
Waterloo Capital, L.P.
Procyon Private Wealth Partners, LLC
National Bank Of Canada /fi/
Institute for Wealth Management, LLC.
MFA Wealth Services
Blake Schutter Theil Wealth Advisors, LLC
Banco Santander, S.A.
Adelphi Trust Co
Semus Wealth Partners LLC
Rubicon Advisors, GP
Flagship Wealth Advisors, Llc
Steigerwald, Gordon & Koch Inc.
TRUE Private Wealth Advisors
Jfs Wealth Advisors, Llc
Precision Wealth Strategies, LLC
Gerber Kawasaki Wealth & Investment Management
Adviser Investments LLC
Capital Insight Partners, Llc
Integrity Wealth Solutions LLC
Joel Isaacson & Co., LLC
Level Financial Advisors, Inc.
Perigon Wealth Management, LLC
Hazlett, Burt & Watson, Inc.
Quent Capital, LLC
Cambridge Investment Research Advisors, Inc.
Park Avenue Securities Llc
Cannon Financial Strategists, Inc.
REAP Financial Group, LLC
Retirement Planning Group
Watershed Private Wealth Llc
AdvisorShares Investments LLC
Sheridan Capital Management, LLC
Glass Jacobson Investment Advisors llc
Advisory Alpha, LLC
PlanVest Financial, Inc
Corundum Group, Inc.
Tacita Capital Inc
Veridan Wealth LLC
First Pacific Financial
Thoroughbred Financial Services, Llc
Redwood Investment Management, Llc
Crescent Grove Advisors, LLC
Nuveen, LLC
TrueWealth Financial Partners
Proactive Wealth Strategies LLC
Wolff Financial Management Llc
Aprio Wealth Management, LLC
Winthrop Capital Management, LLC
Regions Financial Corp
BCU Wealth Advisors, LLC
Obermeyer Wood Investment Counsel, Lllp
Allegheny Financial Group LTD
OneAscent Financial Services LLC
Innovative Asset Advisors Group, LLC
TritonPoint Partners, LLC
Jackson, Grant Investment Advisers, Inc.
Rathbone Brothers plc
Synergy Investment Management, LLC
SCS Capital Management LLC
Cahaba Wealth Management, Inc.
Northwestern Mutual Wealth Management Co
Cabot Wealth Management Inc
Armbruster Capital Management, Inc.
Alteri Wealth LLC
DHJJ Financial Advisors, Ltd.
Symphony Financial, Ltd. Co.
Baer Investment Advisory LLC
VestGen Advisors, LLC
Beaird Harris Wealth Management, LLC
IFC Advisors LLC
Ogorek Anthony Joseph /ny/ /adv
Essex Financial Services, Inc.
Regal Investment Advisors LLC
Ausdal Financial Partners, Inc.
Lloyd Advisory Services, LLC.
Vanguard National Trust Co
North Ridge Wealth Advisors, Inc.
Madson Wealth Advisors Inc
Jefferies Financial Group Inc.
Alta Wealth Advisors LLC
TFR Capital, LLC.
RWM Asset Management, LLC
Syntax Research, Inc.
Retirement Planning Group, Llc / Ny
SIMA Wealth Partners, LLC
Legacy Edge Advisors, LLC
U.S. Capital Wealth Advisors, LLC
Oxinas Partners Wealth Management LLC
Robertson Stephens Wealth Management, LLC
Dogwood Wealth Management LLC
Private Client Services, Llc
RHS Financial, LLC
Bfsg, Llc
CX Institutional
Brinker Capital Investments, LLC
Brady Martz Wealth Solutions, LLC
Tanglewood Wealth Management, Inc.
Asset Dedication, LLC
LS Investment Advisors, LLC
Wealth Dimensions Group, Ltd.
Signature Equity Partners, LLC
Pacific Asset Management, LLC
Buttonwood Financial Group, LLC
Cliftonlarsonallen Wealth Advisors, Llc
Ronald Blue Trust, Inc.
M Holdings Securities, Inc.
Exencial Wealth Advisors, Llc
Forte Asset Management Llc
Coldstream Capital Management Inc
Curtis Advisory Group, LLC
Stephens Inc /ar/
Theory Financial Llc
Financial Life Advisors
Beacon Bridge Wealth Partners, LLC
Independence Bank of Kentucky
Sentinus, LLC
Merit Financial Group, LLC
Cassilly Financial Group LLC
Sagespring Wealth Partners, Llc
Alvarez & Marsal Private Wealth Partners, LLC
Wealth Alliance
Security Financial Services, INC.
Absolute Capital Management, LLC
Clear Wave Wealth Management Llc
Wealthbridge Capital Management, Llc
Argentarii, LLC
Dentgroup LLC
Kohmann Bosshard Financial Services, LLC
Hilltop Holdings Inc.
Midwest Heritage Bank, FSB
Fortis Capital Management LLC
Patriot Financial Group Insurance Agency, LLC
Stirlingshire Investments, Inc.
GenTrust, LLC
Smallwood Wealth Investment Management, LLC
West Branch Capital LLC
Polaris Investment Advisors, LLC
Advisor OS, LLC
Calamos Advisors LLC
Capital Investment Counsel, LLC
Sage Mountain Advisors LLC
Modern Wealth Management, LLC
Symmetry Partners, LLC
Forteris Wealth Management Inc.
WealthPoint Financial, LLC
Capital Analysts, Inc.
Thrive Wealth Management, LLC
Providence Financial Advisors, LLC
Vantage Point Financial LLC
Gibbs Wealth Management
Papp L Roy & Associates
Charles Schwab Investment Management Inc
Larson Financial Group LLC
Personal Cfo Solutions, Llc
Winebrenner Capital Management Llc
Integrity Financial Corp /WA
Ehrlich Financial Group
Verdence Capital Advisors LLC
Hemenway Trust Co LLC
Hutchens & Kramer Investment Management Group, LLC
Pathstone Holdings, LLC
Blue Capital, Inc.
Pensionmark Financial Group, Llc
Asset Advisors Investment Management, LLC
Payne Capital LLC
Intrust Bank Na
Etesian Wealth Advisors, Inc.
Gilpin Wealth Management, Llc
Zrc Wealth Management, Llc
Collaborative Wealth Managment Inc.
apricus wealth, LLC
Drive Wealth Management, Llc
Exit Wealth Advisors, LLC.
Jackson Hole Capital Partners, LLC
Ledyard National Bank
CPA Asset Management LLC
Keel Point, LLC
Total Clarity Wealth Management, Inc.
Firethorn Wealth Partners, Llc
Mutual Advisors, LLC
Cypress Wealth Services, LLC
Blalock Williams, Llc
Frisch Financial Group, Inc.
Warren Street Wealth Advisors, LLC
First International Bank of Israel Ltd.
Rainier Family Wealth Inc
Prosperity Consulting Group, LLC
SOA Wealth Advisors, LLC.
SB Capital Management Inc
Heck Capital Advisors, LLC
WASHINGTON TRUST Co
Custos Family Office, LLC
Accent Capital Management, LLC
Signaturefd, Llc
Keating Financial Advisory Services, Inc.
Agf Management Ltd
Tyche Wealth Partners LLC
USAdvisors Wealth Management, LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Keeler & Nadler Financial Planning & Wealth Management
Evermay Wealth Management Llc
Atlas Brown,Inc.
Beverly Hills Private Wealth, LLC
Bluedoor Private Wealth, Llc
Milestone Asset Management, Llc
Headlands Technologies LLC
Madison Asset Management, LLC
CIBC Bancorp USA Inc.
Millington Financial Advisors, LLC
Investment Research Partners LLC
City State Bank
Hartland & Co., LLC
UBS Group AG
Houlihan Financial Resource Group, Ltd.
CapWealth Advisors, LLC
Goelzer Investment Management, Inc.
Greykasell Wealth Strategies, Inc.
Northstar Asset Management Inc
First American Bank
Morse Asset Management, Inc
Hurlow Wealth Management Group, Inc.
Redwood Park Advisors LLC
Journey Strategic Wealth Llc
Warner Financial, Inc
Curio Wealth, Llc
Valued Wealth Advisors LLC
Davidson Trust Co
Cambient Family Office, Llc
Trinity Wealth Management, LLC
Camden National Bank
Tiaa Trust, National Association
Ellis Investment Partners, LLC
Legacy Trust
J Hagan Capital, Inc.
Fmr Llc
Fairscale Capital, LLC
Kennedy Investment Group
Forthright Family Wealth Advisory LLC
Breakwater Capital Group
Gts Securities Llc
EFG International AG
Magnolia Wealth Management, LLC
Truvestments Capital Llc
Pnc Financial Services Group, Inc.
Cloverfields Capital Group, Lp
Sovran Advisors, LLC
Embree Financial Group
Russell Investments Group, Ltd.
RVW Wealth, LLC
Shepherd Financial Partners LLC
Pinnacle Bancorp, Inc.
World Equity Group, Inc.
Aptus Capital Advisors, LLC
BRYN MAWR TRUST Co
WealthPlan Investment Management, LLC
Black Diamond Financial, LLC
Valeo Financial Advisors, LLC
Change Path, LLC
RFG Advisory, LLC
Northern Trust Corp
Sittner & Nelson, Llc
Steel Peak Wealth Management LLC
Arq Wealth Advisors, Llc
Roxbury Financial LLC
Dorsey & Whitney Trust CO LLC
Wealthquest Corp
Woodmont Investment Counsel Llc
Heritage Wealth Architects, Inc.
Capital Group Private Client Services, Inc.
JNBA Financial Advisors
SOL Capital Management CO
Angeles Wealth Management, Llc
Tradewinds Capital Management, LLC
YHB Investment Advisors, Inc.
BOS Asset Management, LLC
One Capital Management, LLC
Exchange Bank
Triad Wealth Partners, LLC
RDA Financial Network
Compagnie Lombard Odier SCmA
Falcon Wealth Planning
Assetmark, Inc
PFG Private Wealth Management, LLC
Blue Zone Wealth Advisors, LLC
Emissary Wealth LLC
Quantbot Technologies LP
Cambridge Associates Llc /ma/ /adv
Resources Management Corp /ct/ /adv
Impact Partnership Wealth, LLC
Roble, Belko & Company, Inc
Traynor Capital Management, Inc.
Beese Fulmer Investment Management, Inc.
Wealth Enhancement Advisory Services, Llc
MB Generational Wealth, LLC
Quartz Partners, LLC
Baker Avenue Asset Management, LP
Shore Point Advisors, LLC
Weaver Consulting Group
PFG Investments, LLC
Ruggiero Investments, Inc.
Kilter Group LLC
Ballast Rock Private Wealth LLC
Revisor Wealth Management LLC
Core Wealth Management, Inc.
Westside Investment Management, Inc.
TD Capital Management LLC
FLP Wealth Management, LLC
Brookstone Capital Management
MidFirst Bank
Ascent Wealth Partners, LLC
Lutz Financial Services LLC
Strive Financial Group ,LLC
Frank, Rimerman Advisors LLC
Jpmorgan Chase & Co
Perennial Investment Advisors, LLC
Stanich Group LLC
Continuum Advisory, LLC
OakTrust Wealth Advisors, LLC
Midwest Trust Co
City Holding Co
Farther Finance Advisors, LLC
Channel Wealth Llc
Costello Asset Management, INC
Oak Barrel Wealth Advisory LLC
MeadowBrook Investment Advisors LLC
NorthAvenue LLC
Gen-Wealth Partners Inc
True Link Financial Advisors, LLC
Index Technologies Group LLC
Oxford Financial Group Ltd
Acropolis Investment Management, LLC
Wesbanco Bank Inc
Fedenia Advisers LLC
First National Trust Co
Patton Albertson Miller Group, Llc
Latitude Advisors, LLC
Avestar Capital, LLC
Level Four Advisory Services, Llc
Guided Capital Wealth Management, LLC
Shared Vision Wealth Group LLC
Vanguard Advisers Inc
Pittenger & Anderson Inc
Magnolia Capital Advisors Llc
Spectrum Planning & Advisory Services Inc.
CogentBlue Wealth Advisors, LLC
Addison Capital Co
Team Financial Group, LLC
Montecito Bank & Trust
PAX Financial Group, LLC
Avantra Family Wealth, Inc.
Core Wealth Advisors, Llc
Advocacy Wealth Management Services, LLC
Clark Capital Management Group, Inc.
Oregon Pacific Wealth Management, LLC
Saiph Capital, LLC
Carnegie Capital Asset Management, LLC
WealthPLAN Partners, LLC
Moneta Group Investment Advisors Llc
Diversified Trust Co
Donaldson Capital Management, Llc
Fort Point Capital Partners LLC
Sanibel Captiva Trust Company, Inc.
Accelerate Investment Advisors LLC
Wealthspire Advisors, LLC
Sigma Planning Corp
Hanlon Investment Management, Inc.
BridgePort Financial Solutions, LLC
Wedmont Private Capital
True Vision MN LLC
Pasadena Private Wealth, LLC
Resurgent Financial Advisors LLC
CNB Bank
Heirloom Wealth Management
Icon Wealth Advisors, LLC
Global Trust Asset Management, LLC
Financial Network Wealth Management LLC
Kelly Financial Group Llc
Money Concepts Capital Corp
Integrated Advisors Network LLC
Betterment LLC
UMA Financial Services, Inc.
Jump Financial, LLC
Asset Allocation Strategies LLC
Abel Hall, LLC
Macroview Investment Management Llc
Cahill Financial Advisors Inc
Wright Fund Managment, LLC
Clark Asset Management, LLC
Union Savings Bank
Mosley Wealth Management
TCG Advisory Services, LLC
National Philanthropic Trust
Klingman & Associates, LLC
Entrust Financial Llc
ERn Financial, LLC
Ewa, Llc
Capital Advantage, Inc.
Palladiem, Llc
Pursuit Wealth Strategies, Llc
Tranquility Partners, LLC
Essential Partners LLC
Bridgewealth Advisory Group, LLC
Brown Brothers Harriman & Co
GAMMA Investing LLC
Ameriprise Financial Inc
ORG Partners LLC
PUREfi Wealth, LLC
Strategic Investment Advisors / MI
Envestnet Portfolio Solutions, Inc.
Harbour Investments, Inc.
Ritter Daniher Financial Advisory LLC / DE
Main Street Group, LTD
Disciplined Investments, LLC
Rockbridge Investment Management, LCC
Barnes Wealth Management Group, Inc
GeoWealth Management, LLC
United Community Bank
LPL Financial LLC
49 Wealth Management, Llc
Johnson Financial Group, Inc.
Elevated Financial Group LLC
Tocqueville Asset Management L.p.
Benson Wealth Management INC
Centerpoint Advisors, LLC
Crewe Advisors LLC
Oakworth Capital, Inc.
Maimon Wealth Management Ltd.
Fidelis Capital Partners, LLC
Sensible Money, LLC
Hengehold Capital Management Llc
Intelligence Driven Advisers, LLC
Beacon Investment Advisory Services, Inc.
L & S Advisors Inc
BlackRock, Inc.
Legacy Advisory Services, LLC
Evergreen Wealth Solutions, LLC
Sovereign Financial Group, Inc.
Bluesphere Advisors, LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
Rossby Financial, LCC
SlateStone Wealth, LLC
Alpha Financial Partners, LLC
Principle Wealth Partners Llc
Amplius Wealth Advisors, LLC
Salomon & Ludwin, LLC
Bank Of Montreal /can/
Putnam Fl Investment Management Co
Fairman Group, LLC
Union Bancaire Privee, UBP SA
HighPoint Advisor Group LLC
Howard Financial Services, Ltd.
Claris Financial LLC
Ballentine Partners, LLC
Quest 10 Wealth Builders, Inc.
Mainstream Capital Management LLC
Midwest Capital Advisors, LLC
Atticus Wealth Management, Llc
One Wealth Advisors, LLC
Baker Tilly Financial, Llc
Cozad Asset Management Inc
Sequoia Financial Advisors, LLC
Deutsche Bank Ag\
JPL Wealth Management, LLC
Crown Wealth Group, LLC
Able Wealth Management LLC
Pettinga Financial Advisors, LLC
Baron Silver Stevens Financial Advisors, Llc
Strathmore Capital Advisors, Inc.
OMNI 360 Wealth, Inc.
Fayez Sarofim & Co
Insight Wealth Strategies, LLC
Argent Trust Co
CI Private Wealth, LLC
CGC Financial Services, LLC
Elevated Capital Advisors, LLC
Quent Long Short Global Small Cap Fund, LP
Godfrey Financial Associates, Inc.
Plante Moran Financial Advisors, LLC
KM Capital Management Ltd.
Novus Advisors, Llc
NorthRock Partners, LLC
American Money Management, LLC
ARS Wealth Advisors Group, LLC
Syon Capital Llc
Huntington National Bank
Goldstein Advisors, LLC
B.O.S.S. Retirement Advisors, LLC
Pinnacle Wealth Management Group, Inc.
Pacific Excel Wealth Advisors, Inc.
Wellington Grp LLC
Axxcess Wealth Management, Llc
KWB Wealth
Tucker Asset Management Llc
TruWealth Advisors, LLC
Holistic Planning, LLC
Everpar Advisors Llc
Ashton Thomas Private Wealth, LLC
Mcmorgan & Co Llc
Tobias Financial Advisors, Inc.
Archer Investment Management, LLC
Northwest Financial Advisors
Strategic Advisory Partners, Llc
Milestone Asset Management Group, LLC
Transamerica Financial Advisors, Inc.
Focus Financial Network, Inc.
NWF Advisory Services Inc.
ArborFi Advisors, LLC
ASL Financial, LLC
Ethos Financial Group, LLC
Well Done, LLC
International Private Wealth Advisors LLC
Migdal Insurance & Financial Holdings Ltd.
Lexington Hill Partners, LLC
Hudson Oak Wealth Advisory LLC
Murphy & Mullick Capital Management Corp
MN Wealth Advisors, LLC
Goldman Sachs Group Inc
BIP Wealth, LLC
Basso Capital Management, L.p.
TCI Wealth Advisors, Inc.
Nemes Rush Group LLC
Robinson Smith Wealth Advisors Llc
Kingswood Wealth Advisors, Llc
Yoder Wealth Management, Inc.
Sonoma Private Wealth LLC
First Command Advisory Services, Inc.
Kayne Anderson Rudnick Investment Management Llc
Galaxy Group Investments LLC
Wharton Business Group, LLC
Coastal Bridge Advisors, LLC
Lane Brothers & Co Inc
First Heartland Consultants, Inc.
Seeds Investor Llc
TopTier Wealth Management, LLC
Clarity Financial LLC
First Citizens Bank & Trust Co
Atwood & Palmer Inc
Summit Financial, LLC
Rosenberg Matthew Hamilton
CIBC World Markets Inc.
Clarendon Private LLC
Violich Capital Management, Inc.
Global Financial Private Client, LLC
Envestnet Asset Management Inc
Calton & Associates, Inc.
Catalyst Financial Partners Llc
Veracity Capital LLC
Bartlett & Co. Wealth Management Llc
Leo Wealth, LLC
Annis Gardner Whiting Capital Advisors, LLC
Sterling Financial Planning, Inc.
Quadcap Wealth Management, LLC
Arlington Trust Co LLC
Verum Partners LLC
Rogco, Lp
Tcfg Wealth Management, Llc
Ares Financial Consulting, LLC
Mayflower Financial Advisors, LLC
Commonwealth Retirement Investments LLC
Valley National Advisers Inc
OneAscent Family Office, LLC
Unify Financial Advisors
Nbt Bank N A /ny
CoreFirst Bank & Trust
Fountainhead AM, LLC
Mattern Wealth Management LLC
Harwood Advisory Group, LLC
Detalus Advisors, LLC
Grimes & Company, Inc.
Capital Investment Counsel, Inc
Red Reef Advisors Llc
Arkadios Wealth Advisors
Gts Financial, Llc
POM Investment Strategies, LLC
McNaughton Wealth Management, LLC
J.M. Arbour, LLC
Cornerstone Wealth Management, LLC
Schrum Private Wealth Management LLC
Princeton Global Asset Management LLC
Avail Investment Partners, LLC
Marex Group plc
Apollon Financial, LLC
Adamsbrown Wealth Consultants Llc
Pure Financial Advisors, Inc.
Massmutual Trust Co Fsb/adv
IAG Wealth Partners, LLC
Jacobi Capital Management LLC
Bellevue Asset Management, Llc
Founders Financial Alliance, LLC
LRI Investments, LLC
Ameriflex Group, Inc.
Crusonia Wealth Advisors LLC
Soundwatch Capital LLC
Hrt Financial Lp
Kathmere Capital Management, LLC
American National Bank
Hantz Financial Services, Inc.
Bailard, Inc.
Nikulski Financial, Inc.
Evergreen Capital Management Llc
Capital Investment Advisory Services, LLC
Evoke Wealth, Llc
Awm Capital, Llc
Moss Adams Wealth Advisors LLC
Marino, Stram & Associates Llc
Acorn Wealth Advisors, LLC
Mesirow Financial Investment Management, Inc.
Family Wealth Group, LLC
Freestone Capital Holdings, LLC
Lpwm Llc
Cardinal Point Capital Management, ULC
Summit Wealth Partners, LLC
Bank Julius Baer & Co. Ltd, Zurich
Baron Wealth Management LLC
Formidable Asset Management, LLC
4J Wealth Management LLC
Market Street Wealth Management Advisors Llc
Truist Financial Corp
TCFG Investment Advisors, LLC
Beck Capital Management, Llc
Cerity Partners LLC
Hsbc Holdings Plc
Tanglewood Legacy Advisors, LLC
Bedminster, LLC
Two Sigma Securities, Llc
Diversify Wealth Management, Llc
Oversea-Chinese Banking CORP Ltd
Calamos Wealth Management LLC
MEMBERS Trust Co
Talisman Wealth Advisors LLC
Centennial Bank/AR/
Evelyn Partners Asset Management Ltd
WFA of San Diego, LLC
Flywheel Private Wealth LLC
Summit Investment Advisory Services, LLC
BKD Wealth Advisors, LLC
Willis Johnson & Associates, Inc.
Balentine LLC
Raab & Moskowitz Asset Management LLC
Stone House Investment Management, LLC
Integrity Wealth Partners, LLC
HBW Advisory Services LLC
Vista Investment Partners Ii, Llc
Kellett Schaffner Wealth Advisors LLC
Van Diest Capital, LLC
Family Management Corp
Independent Advisor Alliance
Empowered Funds, LLC
Boston Trust Walden Corp
Cape Investment Advisory, Inc.
Capital Investment Advisors, LLC
Wall Capital Group, Inc.
Beacon Financial Group
Bawa N Mallick Trust
Colonial Trust Advisors
American Capital Advisory, LLC
Insigneo Advisory Services, Llc
Hobbs Group Advisors, LLC
Savvy Advisors, Inc.
Old National Bancorp /in/
Networth Advisors, LLC
Stifel Financial Corp
Naples Global Advisors, Llc
Panoramic Investment Advisors, Llc
Insight Inv LLC
Legacy Wealth Managment, LLC/ID
Venturi Wealth Management, LLC
Claro Advisors LLC
Rsm Us Wealth Management Llc
Maple Capital Management, Inc.
Tfo-tdc, Llc
Envision Financial Planning, LLC
Crestwood Advisors Group LLC
Maridea Wealth Management LLC
Whalerock Point Partners, Llc
Matauro, Llc
O'shaughnessy Asset Management, Llc
Hansen & Associates Financial Group, Inc.
Snowden Capital Advisors LLC
Purkiss Capital Advisors LLC
ESL Trust Services, LLC
Gambit Capital Management, LLC
Lodestone Wealth Management LLC
Activest Wealth Management
Duncker Streett & Co Inc
Capital Advisor Network LLC
LVW Advisors, LLC
SigFig Wealth Management, LLC
Daviman Financial, LLC
Central Pacific Bank - Trust Division
Savant Capital, LLC
Harbor Investment Advisory, Llc
Permanent Capital Management, LP
Prudent Man Investment Management, Inc.
Key Capital Management, INC
Longview Financial Advisors LLC
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