SUB / iShares Trust - iShares Short-Term National Muni Bond ETF - Net Long/Short Value

iShares Trust - iShares Short-Term National Muni Bond ETF
US ˙ ARCA ˙ US4642881589

SUB / iShares Trust - iShares Short-Term National Muni Bond 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)
Diversified Enterprises, LLC
Mascoma Wealth Management LLC
Bonfire Financial
Efficient Advisors, LLC
Ellevest, Inc.
Clear Wave Wealth Management Llc
Nbc Securities, Inc.
Bravera Wealth
Quent Long Short Global Small Cap Fund, LP
Seaside Wealth Management, Inc.
Warren Averett Asset Management, LLC
Everett Harris & Co /ca/
Field & Main Bank
Collier Financial
Investment Research Partners LLC
Baldwin Brothers Inc/ma
Wedbush Securities Inc
Pinnacle Bancorp, Inc.
Johnson Financial Group, Inc.
Bridge Generations Wealth Management Llc
Plum Street Advisors, LLC
Trust Co Of Vermont
Independence Bank of Kentucky
One Capital Management, LLC
Signal Tree Financial Partners Llc
Shufro Rose & Co Llc
Betterment LLC
Advisory Alpha, LLC
Wells Fargo & Company/mn
Ndwm Llc
Hurlow Wealth Management Group, Inc.
Alliancebernstein L.p.
Merit Financial Group, LLC
Silver Grove Financial Group, Inc.
North Star Investment Management Corp.
Bartlett & Co. Wealth Management Llc
Strategic Financial Services, Inc,
Zhang Financial LLC
Exencial Wealth Advisors, Llc
Valeo Financial Advisors, LLC
Hudson Valley Investment Advisors Inc /adv
MidFirst Bank
WPG Advisers, LLC
Armor Investment Advisors, LLC
Boyd Watterson Asset Management Llc/oh
Greenspring Advisors, LLC
Beacon Harbor Wealth Advisors, Inc.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Heritage Investment Group, Inc.
Collaborative Wealth Managment Inc.
Integris Wealth Management, LLC
Mariner, LLC
KFA Private Wealth Group, LLC
Sigma Investment Counselors Inc
Greenup Street Wealth Management Llc
Cerity Partners LLC
Hilltop Holdings Inc.
Pines Wealth Management, LLC
AlphaCore Capital LLC
Keybank National Association/oh
Jasper Ridge Partners, L.P.
Willis Johnson & Associates, Inc.
Ameriprise Financial Inc
Joel Adams & Associates, Inc.
Glenview Trust Co
Coordinated Financial Services, Inc.
Franklin Resources Inc
Rockbridge Investment Management, LCC
MBL Wealth, LLC
Smithfield Trust Co
Allstate Corp
West Paces Advisors Inc.
Bigelow Investment Advisors, LLC
Aua Capital Management, Llc
Apex Wealth Management, LLC
IF Advisors, LLC
Financial Strategies Group, Inc.
MCF Advisors LLC
Principal Securities, Inc.
NFP Retirement, Inc.
Evergreen Wealth Solutions, LLC
Financial Network Wealth Management LLC
Golden State Equity Partners
Uniting Wealth Partners, LLC
Balanced Rock Investment Advisor
First Hawaiian Bank
Heritage Investors Management Corp
AE Wealth Management LLC
Hollencrest Capital Management
Galvin, Gaustad & Stein, LLC
Running Point Capital Advisors, LLC
Linscomb & Williams, Inc.
Colton Groome Financial Advisors, Llc
Summit Financial, LLC
Flaharty Asset Management, LLC
YHB Investment Advisors, Inc.
Flagship Harbor Advisors, Llc
Avid Wealth Partners LLC
Greenwood Gearhart Inc
Bull Street Advisors, LLC
Zacks Investment Management
Fiduciary Alliance LLC
Grandfield & Dodd, Llc
Plancorp, LLC
Cornerstone Investment Partners, LLC
Capital Investment Counsel, Inc
Pure Portfolios Holdings Llc
Orgel Wealth Management, LLC
Cadia Private Client LLC
Mutual Advisors, LLC
RiverFront Investment Group, LLC
Biltmore Family Office, LLC
Cwm, Llc
Bear Mountain Capital, Inc.
Wesbanco Bank Inc
StoneX Group Inc.
First Manhattan Co
Ade, Llc
Capital Analysts, Inc.
Glen Eagle Advisors, LLC
Founders Grove Wealth Partners, Llc
TruNorth Capital Management, LLC
Red Tortoise LLC
Johnson Bixby & Associates, LLC
Certior Financial Group, Llc
Omnia Family Wealth, LLC
Pathstone Holdings, LLC
Wealth Effects Llc
Jaffetilchin Investment Partners, LLC
Northern Trust Corp
Vision Retirement, LLC
Waller Financial Planning Group, Inc
Brinker Capital Investments, LLC
Meridian Wealth Management, LLC
Anderson Hoagland & Co
Wealthcare Capital Management Llc
Pensionmark Financial Group, Llc
Gould Asset Management Llc /ca/
Atlas Capital Advisors Llc
Henrickson Nauta Wealth Advisors, Inc.
Nicolet Advisory Services, Llc
POM Investment Strategies, LLC
Ausdal Financial Partners, Inc.
Arkfeld Wealth Strategies, L.L.C.
Condor Capital Management
BCGM Wealth Management, LLC
Crews Bank & Trust
Northern Oak Wealth Management Inc
Tiaa Trust, National Association
Nautilus Advisors LLC
Altiora Financial Group, LLC
Northstar Financial Companies, Inc.
Whittier Trust Co Of Nevada Inc
Angeles Wealth Management, Llc
Wiser Wealth Management, Inc
Firestone Capital Management
Miracle Mile Advisors, LLC
Relyea Zuckerberg Hanson LLC
Capasso Planning Partners LLC
Sage Mountain Advisors LLC
Bedel Financial Consulting, Inc.
Gross & Hartman Investments LLC
Voisard Asset Management Group, Inc.
First Horizon Corp
Robinhood Asset Management, LLC
Measured Wealth Private Client Group, LLC
Investment Planning Advisors, Inc.
South Plains Financial, Inc.
IAM Advisory, LLC
Procyon Private Wealth Partners, LLC
CoreCap Advisors, LLC
Belleair Asset Management, LLC
Cornerstone Financial Management LLC
LPL Financial LLC
Fonville Wealth Management LLC
Ameritas Investment Partners, Inc.
CIBC Private Wealth Group, LLC
Cosner Financial Group, LLC
Continuum Advisory, LLC
Hidden Cove Wealth Management, LLC
Deutsche Bank Ag\
Shore Point Advisors, LLC
Yeomans Consulting Group, Inc.
Silver Oak Wealth Advisors Services, Llc
Hirtle Callaghan & Co LLC
Beaumont Financial Advisors, LLC
Steward Partners Investment Advisory, Llc
Foster & Motley Inc
Hallmark Capital Management Inc
Johnson Investment Counsel Inc
Polaris Investment Advisors, LLC
MAI Capital Management
Portfolio Design Labs, LLC
Massmutual Trust Co Fsb/adv
Hutchens & Kramer Investment Management Group, LLC
Curbstone Financial Management Corp
Clarus Group, Inc.
Berger Financial Group, Inc
BCS Wealth Management
Keel Point, LLC
Hills Bank & Trust Co
Partners in Financial Planning
Jfs Wealth Advisors, Llc
Bernard Wealth Management Corp.
Jane Street Group, Llc
LVW Advisors, LLC
Lodestone Wealth Management LLC
Tompkins Financial Corp
NewEdge Wealth, LLC
Ark & Tlk Investments, Llc
Atlantic Edge Private Wealth Management, LLC
ARS Wealth Advisors Group, LLC
Integrated Wealth Concepts LLC
Mission Wealth Management, Lp
Objective Capital Management, LLC
Orin Green Financial, LLC
Aqr Capital Management Llc
Colony Group, LLC
Activest Wealth Management
Central Pacific Bank - Trust Division
EverSource Wealth Advisors, LLC
Emerald Investment Partners, Llc
Spire Wealth Management
HighTower Advisors, LLC
Robertson Stephens Wealth Management, LLC
Gibbs Wealth Management
Farther Finance Advisors, LLC
Exchange Bank
Narus Financial Partners, LLC
Garrett Investment Advisors LLC
Global Wealth Management Investment Advisory, Inc.
Morgan Dempsey Capital Management Llc
Alta Wealth Advisors LLC
McBroom & Associates, LLC
Integrity Financial Corp /WA
XTX Topco Ltd
LeConte Wealth Management, LLC
Grove Bank & Trust
Wright Wealth Llc
L.K. Benson & Company, P.C.
Embree Financial Group
Bernardo Wealth Planning LLC
Amplius Wealth Advisors, LLC
Vestmark Advisory Solutions, Inc.
WLTH Capital Management, LLC
Sax Wealth Advisors, Llc
Donaldson Capital Management, Llc
Geneos Wealth Management Inc.
Fundamentun, Llc
North Dallas Bank & Trust Co
Sagespring Wealth Partners, Llc
Princeton Global Asset Management LLC
Wealthcare Advisory Partners LLC
Sunbeam Capital Management, LLC
Shepherd Street Advisors LLC
WJ Wealth Management, LLC
Waldron Private Wealth LLC
Hantz Financial Services, Inc.
Penney Financial, LLC
TIAA Wealth Investment Management LLC
Kestra Private Wealth Services, Llc
Rockefeller Capital Management L.P.
FSM Wealth Advisors, LLC
Stone Point Wealth LLC
Comerica Bank
Kingsview Wealth Management, LLC
Naples Global Advisors, Llc
Riversedge Advisors, Llc
Prosperity Planning, Inc.
Apella Capital, LLC
Rosenberg Matthew Hamilton
Horizon Financial Services, Llc
DHJJ Financial Advisors, Ltd.
LJI Wealth Management, LLC
Change Path, LLC
Marshall Financial Group LLC
Prairiewood Capital, LLC
Avidian Wealth Solutions, LLC
Wingate Wealth Advisors, Inc.
Abundance Wealth Counselors
Global Retirement Partners, LLC
Greykasell Wealth Strategies, Inc.
Umb Bank N A/mo
Zevin Asset Management Llc
Caldwell Trust Co
Citadel Advisors Llc
Soltis Investment Advisors LLC
Trinity Wealth Management, LLC
Sonata Capital Group Inc
Peak Wealth Management LLC
Bragg Financial Advisors, Inc
Unison Advisors LLC
AdvisorNet Financial, Inc
C M Bidwell & Associates Ltd
Sheets Smith Wealth Management
Facet Wealth, Inc.
Fiduciary Trust Co
Juncture Wealth Strategies, Llc
10Elms LLP
Advisor Group Holdings, Inc.
Rothschild Investment Llc
Pinney & Scofield, Inc.
Monticello Wealth Management, Llc
Financial Engines Advisors L.L.C.
One Wealth Advisors, LLC
Pinnacle Wealth Planning Services, Inc.
Diversify Wealth Management, Llc
Highview Capital Management LLC/DE/
Sigma Planning Corp
Keyvantage Wealth, Llc
Aspen Wealth Strategies, LLC
PDS Planning, Inc
Clearwater Capital Advisors, LLC
Envestnet Portfolio Solutions, Inc.
Mattern Capital Management, Llc
Patten Group, Inc.
Brown, Lisle/cummings, Inc.
Cambridge Investment Research Advisors, Inc.
Allworth Financial LP
Aviance Capital Partners, LLC
Stephen J. Garry & Associates, Llc
Hayek Kallen Investment Management
Sunbelt Securities, Inc.
Kovack Advisors, Inc.
Ubs Asset Management Americas Inc
Harbour Investments, Inc.
Pacifica Partners Inc.
Smith Thornton Advisors LLC
Clear Creek Financial Management, LLC
Goldstone Financial Group, LLC
Hsbc Holdings Plc
FF Advisors,LLC
TD Capital Management LLC
Bell Investment Advisors, Inc
Apollon Wealth Management, LLC
Ameritas Advisory Services, LLC
Assetmark, Inc
Tilson Financial Group, Inc.
Generations Wealth, LLC
Equita Financial Network, Inc.
Sfam, Llc
Natixis Advisors, L.p.
Sutton Place Investors Llc
Hudson Oak Wealth Advisory LLC
Ritholtz Wealth Management
Kwmg, Llc
Avenue 1 Advisors, LLC
Lockerman Financial Group, Inc.
Janney Montgomery Scott LLC
Mayflower Financial Advisors, LLC
Nwam Llc
Chesapeake Wealth Management
Simon Quick Advisors, Llc
McNaughton Wealth Management, LLC
Financial Solutions Advisory Group, Inc.
FC Advisory LLC
Eagle Bay Advisors LLC
Delta Asset Management Llc/tn
Sunesis Advisors, LLC
Royal Bank Of Canada
Paradigm Financial Partners, Llc
Cypress Capital Group
First National Bank Of Omaha
Durante & Waters, Llc
Goldman Sachs Group Inc
Arkansas Financial Group, Inc.
Oak Harvest Investment Services
Rossby Financial, LCC
Transamerica Financial Advisors, Inc.
Redhawk Wealth Advisors, Inc.
JHP Wealth Management, LLC
Papp L Roy & Associates
Park Place Capital Corp
Vise Technologies, Inc.
Wbh Advisory Inc
Bank Of Hawaii
Omega Financial Group, LLC
Cambient Family Office, Llc
Bangor Savings Bank
Northeast Financial Group, Inc.
Longview Financial Advisors LLC
FLC Capital Advisors
Curtis Advisory Group, LLC
Boltwood Capital Management
Dorsey & Whitney Trust CO LLC
Capstone Capital Wealth Advisors
Midwest Capital Advisors, LLC
Journey Strategic Wealth Llc
Petersen Hastings Wealth Advisors Inc.
Rockwood Wealth Management, LLC
Resources Investment Advisors, LLC.
Blair William & Co/il
Elevated Financial Group LLC
CAP Partners, LLC
Prime Capital Investment Advisors, LLC
Tobias Financial Advisors, Inc.
Archford Capital Strategies, LLC
Catalyst Financial Partners Llc
Mills Wealth Advisors LLC
Jefferies Financial Group Inc.
Elmwood Wealth Management, Inc.
Fmr Llc
Accredited Investor Services, Llc
Valley National Advisers Inc
Carnegie Capital Asset Management, LLC
Cloud Capital Management, LLC
Syntegra Private Wealth Group, LLC
Accurate Wealth Management, LLC
First American Trust, Fsb
Helium Advisors LLC
Rodgers & Associates, LTD
Old Second National Bank Of Aurora
Shrier Wealth Management, Llc
Neuberger Berman Group LLC
CWS Financial Advisors, LLC
Rinkey Investments
Vaughan Nelson Investment Management, L.p.
Lazard Asset Management Llc
Ironwood Wealth Management, LLC.
Bessemer Group Inc
UMA Financial Services, Inc.
ORG Partners LLC
Diversified Portfolios, Inc.
Chatham Capital Group, Inc.
Monetary Solutions, Ltd
Approach Retirement Advisors, LLC
Premier Path Wealth Partners, LLC
West Michigan Advisors, Llc
NorthCrest Asset Manangement, LLC
Envision Financial LLC
Eagle Rock Investment Company, Llc
Ackerman Capital Advisors, LLC
Balentine LLC
Wescott Financial Advisory Group, LLC
Charles Schwab Trust Co
Wsfs Capital Management, Llc
Austin Private Wealth, LLC
Pure Financial Advisors, Inc.
Croban
Modera Wealth Management, LLC
TAGStone Capital, Inc.
BCO Wealth Management LLC
Cornerstone Financial Group, LLC /NE/
Bank of Jackson Hole Trust
TCG Advisory Services, LLC
Nisa Investment Advisors, Llc
Parkwoods Wealth Partners, LLC
Susquehanna International Group, Llp
Valmark Advisers, Inc.
Crestwood Advisors Group LLC
Private Wealth Management Group, LLC
Financial Plan, Inc.
Freestone Capital Holdings, LLC
Mezzasalma Advisors, LLC
W.H. Cornerstone Investments Inc.
Lido Advisors, LLC
Evernest Financial Advisors, LLC
Apeiron RIA LLC
Haverford Trust Co
Rogco, Lp
Jessup Wealth Management, Inc
Split Rock Private Trading & Wealth Management, LLC
Perigon Wealth Management, LLC
Everhart Financial Group, Inc.
Foster Group, Inc.
Wealth Enhancement Advisory Services, Llc
Capital Investment Services of America, Inc.
Rialto Wealth Management, LLC
OpenArc Corporate Advisory, LLC
Two West Capital Advisors LLC
RMR Wealth Builders
M&t Bank Corp
Cape Cod Five Cents Savings Bank
Vermillion Wealth Management, Inc.
Allen Capital Group, LLC
Becker Capital Management Inc
Bank Of America Corp /de/
Conrad Siegel Investment Advisors, Inc.
Edgestream Partners, L.P.
Morris Financial Concepts, Inc.
Holos Integrated Wealth LLC
CWA Asset Management Group, LLC
Regions Financial Corp
Symmetry Partners, LLC
Equitable Holdings, Inc.
May Hill Capital, LLC
King Luther Capital Management Corp
Strategic Investment Solutions, Inc. /IL
Parkside Financial Bank & Trust
Discipline Wealth Solutions, LLC
Guardian Asset Advisors, LLC
Winthrop Advisory Group LLC
Captrust Financial Advisors
Advisor Resource Council
Signet Financial Management, Llc
Cannon Financial Strategists, Inc.
CVA Family Office, LLC
Single Point Partners, LLC
Brown Brothers Harriman & Co
Maseco Llp
Safir Wealth Advisors, LLC
Legacy Financial Group, Inc.
Dynamic Advisor Solutions LLC
Benjamin Edwards Inc
Walkner Condon Financial Advisors LLC
Smartleaf Asset Management LLC
FourThought Financial Partners, LLC
Pnc Financial Services Group, Inc.
Mercer Global Advisors Inc /adv
Western Wealth Management, LLC
Scott Capital Advisors, LLC
Truepoint, Inc.
Uptown Financial Advisors LLC
Human Investing LLC
Ashton Thomas Securities, Llc
Signature Equity Partners, LLC
Savvy Advisors, Inc.
Prosperity Consulting Group, LLC
Sterling Investment Counsel, LLC
Petra Financial Advisors Inc
Code Waechter LLC
MBM Wealth Consultants, LLC
Plante Moran Financial Advisors, LLC
Creative Financial Designs Inc /adv
Flagship Private Wealth, LLC
Beaird Harris Wealth Management, LLC
O'shaughnessy Asset Management, Llc
IFG Advisors, LLC
Farmers & Merchants Investments Inc
Main Street Financial Solutions, LLC
Crusonia Wealth Advisors LLC
Morton Brown Family Wealth, LLC
Chatterton & Associates Inc.
Life Planning Partners, Inc
Per Stirling Capital Management, LLC.
Elevate Wealth Advisory, Inc
Tru Independence Asset Management 2, Llc
IFP Advisors, Inc
First Affirmative Financial Network
S.A. Mason LLC
CI Private Wealth, LLC
CX Institutional
Madison Wealth Partners, Inc
BDFS Capital LLC
Pandora Wealth, Inc.
Veratis Advisors, Inc.
Brookstone Capital Management
Crewe Advisors LLC
United Capital Financial Advisers, Llc
City Of London Investment Management Co Ltd
Novem Group
XY Planning Network, Inc.
Ashton Thomas Private Wealth, LLC
Second Line Capital, LLC
Allegheny Financial Group LTD
Meritage Portfolio Management
Main Line Retirement Advisors, LLC
Gemmer Asset Management LLC
Koss-Olinger Consulting, LLC
Root Financial Partners, LLC
Lindenwold Advisors
Tsfg, Llc
Beacon Pointe Advisors, LLC
Capital Advisors, Ltd. LLC
XML Financial, LLC
Park Avenue Securities Llc
Passive Capital Management, LLC.
Chilton Investment Co Llc
Isthmus Partners, Llc
Colonial Trust Advisors
Commonwealth Equity Services, Llc
Roan Capital Partners
Cliftonlarsonallen Wealth Advisors, Llc
Calton & Associates, Inc.
SOUTH STATE Corp
GenTrust, LLC
Lloyd Advisory Services, LLC.
Avantax Planning Partners, Inc.
Wealthspire Advisors, LLC
Bank Of Montreal /can/
Investment Partners, Ltd.
RCS Financial Planning, LLC
Cardiff Park Advisors, Llc
Salomon & Ludwin, LLC
Evensky & Katz LLC
Fisher Asset Management, LLC
Whittier Trust Co
Concurrent Investment Advisors, LLC
Vantage Point Financial LLC
Brown Wealth Management, Llc
Trustmark National Bank Trust Department
Guardian Wealth Advisors, Llc / Nc
Sei Investments Co
Hartland & Co., LLC
Gwn Securities Inc.
Targeted Financial Services LLC
Smith & Howard Wealth Management, LLC
Lutz Financial Services LLC
GAMMA Investing LLC
DT Investment Partners, LLC
Westover Capital Advisors, LLC
Citizens Financial Group Inc/ri
First Interstate Bank
CacheTech Inc.
Raymond James Financial Inc
Mml Investors Services, Llc
Alaethes Wealth LLC
Purkiss Capital Advisors LLC
Capital Investment Advisory Services, LLC
CIBC Bancorp USA Inc.
Sowell Financial Services LLC
Harbor Investment Advisory, Llc
Strategic Wealth Partners, Ltd.
Hobart Private Capital, LLC
Warner Financial, Inc
DAVENPORT & Co LLC
Godshalk Welsh Capital Management, Inc.
Patten & Patten Inc/tn
Vanguard Advisers Inc
Old National Bancorp /in/
St Germain D J Co Inc
Arkadios Wealth Advisors
Phillips Financial Management, Llc
RFG Advisory, LLC
Avant Financial Advisors LLC
Roth Financial Partners LLC
Rivernorth Capital Management, Llc
IHT Wealth Management, LLC
Mather Group, Llc.
Lpwm Llc
Sofi Wealth, Llc
K2 Financial Inc.
Atria Investments Llc
Ascent Group, LLC
Wealthcare Capital Partners, LLC
Cornerstone Planning Group LLC
Rede Wealth, LLC
Td Private Client Wealth Llc
Dean Investment Associates, Llc
Greenleaf Trust
Proffitt & Goodson Inc
Foundation Wealth Management, LLC\PA
Cannon Wealth Management Services, LLC
Aptus Capital Advisors, LLC
Strategic Blueprint, LLC
Fidelis Capital Partners, LLC
White Lighthouse Investment Management Inc.
Sanchez Levi Garrett
Fairview Capital Investment Management, Llc
ArborFi Advisors, LLC
Legacy Financial Strategies, LLC
James Investment Research Inc
Nicolet Bankshares Inc
Sequent Planning LLC
1015 Capital Partners, LLC
Capital Investment Advisors, LLC
AMG National Trust Bank
Wit, Llc
Essential Planning, LLC.
Blueline Advisors Llc
High Probability Advisors, LLC
Retirement Wealth Solutions LLC
Larson Financial Group LLC
Libra Wealth Llc
McAdam, LLC
Endeavor Private Wealth, Inc.
Meridian Wealth Partners, LLC
First National Trust Co
Foronjy Financial Llc
Destination Wealth Management
Ronald Blue Trust, Inc.
Synergy Investment Management, LLC
SageView Advisory Group, LLC
Collective Family Office Llc
Essex Financial Services, Inc.
Joel Isaacson & Co., LLC
Dynamic Wealth Strategies, LLC
Baron Financial Group, LLC
Traction Financial Partners, LLC
BWM Planning, LLC
Brio Consultants, LLC
Atlas Legacy Advisors, LLC
Waterway Wealth Management, LLC
Mayport, Llc
Edgemoor Investment Advisors, Inc.
Cahaba Wealth Management, Inc.
WFA of San Diego, LLC
Smithbridge Asset Management Inc/de
DGS Capital Management, LLC
Private Wealth Asset Management, LLC
Sentinel Wealth Management, Inc.
American Institute for Advanced Investment Management, LLP
Morgan Stanley
Opus Capital Group, LLC
Quent Capital, LLC
Jpmorgan Chase & Co
True Link Financial Advisors, LLC
Truist Financial Corp
Cary Street Partners Financial Llc
Keebeck Wealth Management, LLC
Putnam Fl Investment Management Co
1st Source Bank
HCR Wealth Advisors
Wedmont Private Capital
Lansing Street Advisors
Patriot Investment Management Inc.
Armstrong Advisory Group, Inc
Rock Point Advisors, LLC
TriaGen Wealth Management LLC
Stone House Investment Management, LLC
Bfsg, Llc
VCI Wealth Management LLC
Huntington National Bank
Trust Co
Washington Trust Bank
Financial Network Wealth Advisors LLC
Coldstream Capital Management Inc
Choate Investment Advisors
Stewardship Advisors, LLC
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Jacobson & Schmitt Advisors, Llc
Cherry Tree Wealth Management, LLC
Fifth Third Securities, Inc.
Helen Stephens Group, LLC
Catalytic Wealth RIA, LLC
Advyzon Investment Management, LLC
Carr Financial Group Corp
Fragasso Group Inc.
Partners Capital Investment Group, Llp
Midwestern Financial, LLC /IA
Heartwood Wealth Advisors LLC
Maia Wealth LLC
Private Trust Co Na
EPG Wealth Management LLC
Intergy Private Wealth, LLC
Investments & Financial Planning, LLC
Adviser Investments LLC
Kingdom Financial Group LLC.
Frisco Financial Planning LLC
Stratos Wealth Partners, LTD.
Jones Financial Companies Lllp
Brady Martz Wealth Solutions, LLC
AG Campbell Advisory, LLC
MainStreet Investment Advisors LLC
Boston Trust Walden Corp
Chicago Partners Investment Group LLC
Avail Investment Partners, LLC
Abound Financial, Llc
Sanctuary Advisors, LLC
Montag A & Associates Inc
Wealth Advisory Solutions, LLC
Duncker Streett & Co Inc
Mount Yale Investment Advisors, LLC
Nations Financial Group Inc, /ia/ /adv
Prospera Financial Services Inc
Invested Advisors
SRS Capital Advisors, Inc.
Summit Wealth Group Llc / Co
Hilltop Partners LLC
Midwest Trust Co
AssuredPartners Investment Advisors, LLC
Blake Schutter Theil Wealth Advisors, LLC
Westside Investment Management, Inc.
Colonial Trust Co / SC
LaFleur & Godfrey LLC
Traveka Wealth, LLC
Vivaldi Capital Management, LLC
Brandywine Oak Private Wealth Llc
Community Financial Services Group, LLC
Rehmann Capital Advisory Group
First Heartland Consultants, Inc.
First Citizens Bank & Trust Co
Wealth Architects, LLC
Stark Wealth Management LLC
Csenge Advisory Group
BTC Capital Management, Inc.
Triad Wealth Partners, LLC
Signature Securities Group Corporation
Ballast Advisors Llc
Wiley Bros.-aintree Capital, Llc
Hill Island Financial Llc
Tower Research Capital LLC (TRC)
Ballast Rock Private Wealth LLC
Vista Investment Management
Mesirow Financial Investment Management, Inc.
Cascade Financial Partners, LLC
Busey Wealth Management
Onyx Bridge Wealth Group LLC
Cetera Investment Advisers
Private Advisor Group, LLC
Northwestern Mutual Wealth Management Co
Team Financial Group, LLC
Creative Planning
Great Valley Advisor Group, Inc.
American Wealth Advisors, LLC
Quantinno Capital Management LP
Compass Financial Group, Inc.
Heritage Wealth Management, Inc. /CA/
Thrivent Financial For Lutherans
McKinley Carter Wealth Services, Inc.
White & Co Financial Planning Inc
VestGen Advisors, LLC
Revolve Wealth Partners, LLC
Patriot Financial Group Insurance Agency, LLC
Clarity Asset Management, Inc.
Mullooly Asset Management, Inc.
Ethos Financial Group, LLC
Us Bancorp \de\
Pine Harbor Wealth Management, LLC
Joseph Group Capital Management
Ally Invest Advisors Inc.
Eastern Bank
Aletheian Wealth Advisors LLC
Brewster Financial Planning LLC
BlackRock, Inc.
Envestnet Asset Management Inc
Slow Capital, Inc.
Presilium Private Wealth, Llc
Maryland Capital Advisors Inc.
Bank of New York Mellon Corp
Stock Yards Bank & Trust Co
Wise Wealth Partners
Stephens Inc /ar/
Delap Wealth Advisory, Llc
Savant Capital, LLC
Strategic Financial Concepts, LLC
Advisory Services Network, LLC
HORAN Wealth, LLC
EP Wealth Advisors, Inc.
Sun Financial Inc
Hunter Associates Investment Management Llc
Steel Peak Wealth Management LLC
Sage Financial Management Group, Inc.
Fifth Third Bancorp
Legacy Private Trust Co.
Global Wealth Strategies & Associates
Postrock Partners Llc
Manhattan West Asset Management, LLC
Parallel Advisors, LLC
Symphony Financial, Ltd. Co.
Rsm Us Wealth Management Llc
1620 Investment Advisors, Inc.
Alesco Advisors Llc
Alhambra Investment Partners LLC
HHM Wealth Advisors, LLC
Citigroup Inc
Buckingham Strategic Partners
Krm Wealth Management L.l.c.
O'Domhnaill Enterprises, Inc.
Summit Wealth Partners, LLC
Eagle Strategies LLC
Pasadena Private Wealth, LLC
United Advisor Group, LLC
American National Bank
Ntv Asset Management Llc
Peapack Gladstone Financial Corp
Wealthfront Advisers Llc
Grimes & Company, Inc.
Rockport Wealth LLC
Stifel Financial Corp
Chesley Taft & Associates LLC
Atomi Financial Group, Inc.
Dravo Bay Llc
Nbt Bank N A /ny
Cresset Asset Management, LLC
Dakota Wealth Management
Cary Street Partner Investment Advisory Llc
Timonier Family Office, LTD.
UBS Group AG
Cullen/frost Bankers, Inc.
VERITY Wealth Advisors
Investment Advisory Group, LLC
Integrity Advisory Solutions, LLC
Confluence Wealth Services, Inc.
BRYN MAWR TRUST Co
White Pine Capital Llc
Quest 10 Wealth Builders, Inc.
Clune & Associates, Ltd.
Sequoia Financial Advisors, LLC
BIP Wealth, LLC
Tiaa-cref Individual & Institutional Services, Llc
Baird Financial Group, Inc.
Probity Advisors, Inc.
Independent Financial Group, Llc
Delos Wealth Advisors, LLC
High Falls Advisors, Inc
Independent Advisor Alliance
Power Wealth Management Llc
Caliber Wealth Management, LLC / KS
MEMBERS Trust Co
Aaron Wealth Advisors LLC
McNamara Financial Services, Inc.
Horst & Graben Wealth Management LLC
Integrated Advisors Network LLC
Safe Harbor Family Capital, LLC
Citizens & Northern Corp
Bailard, Inc.
Green Square Capital Advisors Llc
Kestra Advisory Services, LLC
First Community Trust Na
German American Bancorp, Inc.
Gradient Investments LLC
Motco
Legacy Edge Advisors, LLC
Sovereign Financial Group, Inc.
Cassaday & Co Wealth Management LLC
Riverbend Wealth Management, LLC
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