VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF - Net Long/Short Value

Vanguard STAR Funds - Vanguard Total International Stock ETF

VXUS / Vanguard STAR Funds - Vanguard Total International Stock 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)
NorthAvenue LLC
Altfest L J & Co Inc
North Star Asset Management Inc
SwitchPoint Financial Planning, LLC
Stifel Financial Corp
Unconventional Investor, LLC
Pinnacle Bancorp, Inc.
Texas Capital Bank Wealth Management Services Inc
1620 Investment Advisors, Inc.
Kestra Private Wealth Services, Llc
Daviman Financial, LLC
Calder Financial LLC
Brooks, Moore & Associates, Inc.
Virtue Capital Management, LLC
Parallel Advisors, LLC
IMA Wealth, Inc.
Caldwell Trust Co
Principal Securities, Inc.
MBM Wealth Consultants, LLC
FCG Investment Co
Whittier Trust Co
Clarity Asset Management, Inc.
Centennial Advisors, LLC
McClarren Financial Advisors, Inc.
UBS Group AG
Ascent Group, LLC
AlphaCore Capital LLC
Capital Performance Advisors Llp
Gutierrez Wealth Advisory, LLC
Lmcg Investments, Llc
BTG Pactual Asset Management US LLC
BOK Financial Private Wealth, Inc.
Riversedge Advisors, Llc
Wedbush Securities Inc
Wealth Effects Llc
Cetera Investment Advisers
Innovative Wealth Building LLC
Westside Investment Management, Inc.
Edge Financial Advisors LLC
B.O.S.S. Retirement Advisors, LLC
Cypress Capital, LLC
Beacon Pointe Advisors, LLC
Armbruster Capital Management, Inc.
Capital Analysts, Inc.
CI Private Wealth, LLC
Kohmann Bosshard Financial Services, LLC
Busey Wealth Management
Tsfg, Llc
MAI Capital Management
Kingsview Wealth Management, LLC
Quent Long Short Global Small Cap Fund, LP
Sanders Morris Harris Llc
TABR Capital Management, LLC
Delta Investment Management, LLC
Brooklyn FI, LLC
LifeWealth Investments, LLC
Maryland Capital Advisors Inc.
Unique Wealth, Llc
Nwam Llc
Goelzer Investment Management, Inc.
Sittner & Nelson, Llc
Ubs Asset Management Americas Inc
Alhambra Investment Partners LLC
Twin Focus Capital Partners, Llc
Papp L Roy & Associates
Absolute Capital Management, LLC
Joseph Group Capital Management
Strategic Financial Concepts, LLC
Evergreen Capital Management Llc
Satovsky Asset Management Llc
Cornerstone Financial Group, LLC /NE/
Rolek Wealth Management LLC
Gerber, Llc
Capital Asset Managemnet, LLC
Barnes Pettey Financial Advisors, Llc
Farnam Financial LLC
Causey Wealth LLC
Creative Planning
25 Llc
Morgan Stanley
Intrinsic Value Partners, LLC
Standpoint Asset Management, LLC
Geometric Wealth Advisors
Pacifica Partners Inc.
PFG Advisors
Allegheny Financial Group LTD
Nbc Securities, Inc.
Stonehage Fleming Financial Services Holdings Ltd
HB Wealth Management, LLC
Octavia Wealth Advisors, LLC
Carson Advisory Inc.
Avestar Capital, LLC
Etesian Wealth Advisors, Inc.
CWA Asset Management Group, LLC
BluePath Capital Management, LLC
Smartleaf Asset Management LLC
Regimen Wealth, Llc
Ally Invest Advisors Inc.
Westfuller Advisors, LLC
Sovran Advisors, LLC
GeoWealth Management, LLC
McGrath & Associates, Inc.
Valeo Financial Advisors, LLC
James J. Burns & Company, LLC
Plancorp, LLC
Parkwoods Wealth Partners, LLC
David Kennon Inc
Axis Wealth Partners, LLC
Ashton Thomas Private Wealth, LLC
Financial Network Wealth Management LLC
HBK Sorce Advisory LLC
Quarry Hill Advisors, Llc
Black Diamond Financial, LLC
Heritage Financial Services, LLC
JMG Financial Group, Ltd.
Truvestments Capital Llc
Old Peak Finance LLC
Parkside Financial Bank & Trust
Sloy Dahl & Holst, LLC
Stephenson National Bank & Trust
Columbus Macro, LLC
Sunpointe, LLC
Ramirez Asset Management, Inc.
Equity Wealth Partners, LLC
Sky-mountain Capital Management, Inc.
Cliftonlarsonallen Wealth Advisors, Llc
Freedom Day Solutions, LLC
Citizens Financial Group Inc/ri
Snowden Capital Advisors LLC
Everhart Financial Group, Inc.
Auxano Advisors, LLC
Christensen, King & Associates Investment Services, Inc.
Envestnet Portfolio Solutions, Inc.
Bogart Wealth, LLC
1832 Asset Management L.P.
Burns J W & Co Inc/ny
Retirement Guys Formula Llc
City Holding Co
Winter & Associates, Inc.
Madison Wealth Partners, Inc
M3 Advisory Group, LLC
Sage Capital Advisors,llc
S.A. Mason LLC
Camden Capital, LLC
Coastal Bridge Advisors, LLC
Private Advisory Group LLC
Sagace Wealth Management LLC
Smithfield Trust Co
Rinkey Investments
Fermata Advisors, LLC
Everest Management Corp.
Mallini Complete Financial Planning LLC
Bellevue Asset Management, Llc
Secured Retirement Advisors, Llc
Financial Planning Hawaii, Inc.
Cornerstone Planning, LLC
Leo H. Evart, Inc.
TFC Financial Management
Empirical Finance, LLC
American Investment Services, Inc.
Elmwood Wealth Management, Inc.
Rehmann Capital Advisory Group
Russell Investments Group, Ltd.
Impact Capital Partners LLC
Accretive Wealth Partners, LLC
Global Wealth Management, LLC
Independent Family Office, LLC
Maxele Advisors, LLC
Milestone Investment Advisors LLC
Verdence Capital Advisors LLC
Armis Advisers, LLC
Maridea Wealth Management LLC
Integrity Wealth Solutions LLC
Hrc Wealth Management, Llc
Ade, Llc
O'Brien Wealth Partners LLC
Tradewinds, LLC.
Grove Bank & Trust
JBR Co Financial Management Inc
Nbt Bank N A /ny
Insigneo Advisory Services, Llc
Seed Wealth Management, Inc.
Pensionmark Financial Group, Llc
Hurley Capital, LLC
Northstar Group, Inc.
Cogent Strategic Wealth Llc
D.a. Davidson & Co.
Pinnacle Associates Ltd
TFB Advisors LLC
Fortis Group Advisors, LLC
Guyasuta Investment Advisors Inc
Carnegie Lake Advisors LLC
R.H. Investment Group, LLC
Wealthquest Corp
Lodestar Private Asset Management Llc
Joel Isaacson & Co., LLC
Capital Wealth Alliance, LLC
Summit Trail Advisors, Llc
Empowered Funds, LLC
North Capital, Inc.
Welch Group, LLC
McKinley Carter Wealth Services, Inc.
Silver Coast Investments LLC
Morton Capital Management LLC/CA
Genesis Financial Group, LLC
Gibson Wealth Advisors LLC
United Advisor Group, LLC
CoreFirst Bank & Trust
Calamos Wealth Management LLC
Tradition Wealth Management, LLC
Monograph Wealth Advisors, Llc
Tobias Financial Advisors, Inc.
Waycross Investment Management Co
SJS Investment Consulting Inc.
Leavell Investment Management, Inc.
TD Waterhouse Canada Inc.
Sentinus, LLC
Oak Harvest Investment Services
Fifth Third Bancorp
Barry Investment Advisors, LLC
Murphy & Mullick Capital Management Corp
Larson Financial Group LLC
Mb, Levis & Associates, Llc
M Holdings Securities, Inc.
Hills Bank & Trust Co
One Day In July LLC
Shepherd Financial Partners LLC
Everpar Advisors Llc
Sageworth Trust Co
Chevy Chase Trust Holdings, Inc.
Riverview Trust Co
Evanson Asset Management, LLC
NCM Capital Management, LLC
Rodgers & Associates, LTD
Thrivent Financial For Lutherans
WealthPlan Investment Management, LLC
Westwood Holdings Group Inc
Summit Investment Advisory Services, LLC
Sepio Capital, LP
SOA Wealth Advisors, LLC.
Proactive Wealth Strategies LLC
Cora Capital Advisors Llc
BlackRock, Inc.
St Germain D J Co Inc
Clarity Capital Advisors, LLC
Massmutual Trust Co Fsb/adv
Medallion Wealth Advisors, LLC
Prosperity Consulting Group, LLC
Nova R Wealth, Inc.
First National Bank Of Omaha
New World Advisors LLC
Dorato Capital Management
Mather Group, Llc.
Aspect Partners, LLC
Sowell Financial Services LLC
Northwestern Mutual Wealth Management Co
CBIZ Investment Advisory Services, LLC
Teachers Insurance & Annuity Association Of America
Marquette Associates, Inc.
Capstone Wealth Management Group, Llc
waypoint wealth counsel
Miracle Mile Advisors, LLC
Belpointe Asset Management LLC
Prime Capital Investment Advisors, LLC
Bricktown Capital, LLC
Nova Wealth Management, Inc.
American Capital Advisory, LLC
Trustmark National Bank Trust Department
Northern Trust Corp
Madden Advisory Services, Inc.
Lansing Street Advisors
Waldron Private Wealth LLC
Natixis Advisors, L.p.
Charter Oak Capital Management, LLC
Fifth Third Securities, Inc.
Us Bancorp \de\
Glen Eagle Advisors, LLC
Merkkuri Wealth Advisors LLC
Reality Financial Planning Services, LLC
Stratos Wealth Advisors, LLC
Shelter Mutual Insurance Co
HBW Advisory Services LLC
Bridges Investment Management Inc
Unison Advisors LLC
UNIVEST FINANCIAL Corp
Grimes & Company, Inc.
Fee-Only Financial Planning, L.C.
Hurlow Wealth Management Group, Inc.
Capital International Investors
Pettyjohn, Wood & White, Inc
Hancock Whitney Corp
Modera Wealth Management, LLC
Vernal Point Advisors, LLC
Flagship Harbor Advisors, Llc
Captrust Financial Advisors
FC Advisory LLC
Barclays Plc
Cypress Point Wealth Management, LLC
Leonard Rickey Investment Advisors P.L.L.C.
Vanguard Advisers Inc
Sellwood Investment Partners LLC
Beacon Advisors Holdings, Llc
Inkwell Capital Llc
Spire Wealth Management
Newman Dignan & Sheerar, Inc.
Seneca Financial Advisors LLC
Hudock, Inc.
Caliber Wealth Management, LLC / KS
J.M. Arbour, LLC
Bank of New Hampshire
EFG International AG
Independence Bank of Kentucky
Stockman Wealth Management, Inc.
Fiduciary Advisors, Inc.
626 Financial, LLC
Raab & Moskowitz Asset Management LLC
Hopwood Financial Services, Inc.
Azimuth Capital Investment Management LLC
Rockbridge Investment Management, LCC
D.B. Root & Company, LLC
OpenArc Corporate Advisory, LLC
C M Bidwell & Associates Ltd
Cohen Investment Advisors LLC
Atomi Financial Group, Inc.
Sanctuary Advisors, LLC
Jane Street Group, Llc
Bath Savings Trust Co
Planning Directions Inc
Evergreen Wealth Solutions, LLC
Beaumont Asset Management, L.L.C.
Abacus Planning Group, Inc.
Financial Perspectives, Inc
Badgley Phelps Wealth Managers, LLC
Greenbush Financial Group, LLC
Fortis Capital Advisors, LLC
Stonekeep Investments, LLC
Mayfair Advisory Group, LLC
Midwest Capital Advisors, LLC
Pathstone Holdings, LLC
GW&K Investment Management, LLC
FourThought Financial Partners, LLC
Aspire Private Capital, LLC
SVRN Asset Management, LLC
Prosperity Planning, Inc.
WealthCollab, LLC
Montz Harcus Wealth Management LLC
Laurel Oak Wealth Management, Llc
J Hagan Capital, Inc.
Forge Financial Services LLC
Bahl & Gaynor Inc
Exit Wealth Advisors, LLC.
Exencial Wealth Advisors, Llc
YHB Investment Advisors, Inc.
Romano Brothers And Company
Gerber Kawasaki Wealth & Investment Management
Tidemark, LLC
Joule Financial, LLC
Alta Wealth Advisors LLC
Archford Capital Strategies, LLC
First City Capital Management, Inc.
Cvfg Llc
Janney Montgomery Scott LLC
Schaper Benz & Wise Investment Counsel Inc/wi
Princeton Global Asset Management LLC
Fiduciary Group LLC
GFS Advisors, LLC
United Financial Planning Group LLC
Birchcreek Wealth Management, LLC
First American Financial Corp
McCarthy Grittinger Financial Group, LLC
Money Concepts Capital Corp
Icon Wealth Advisors, LLC
Gryphon Financial Partners LLC
Wall Street Financial Group, Inc.
BIP Wealth, LLC
Maia Wealth LLC
Semitam Bonam Llc
Deutsche Bank Ag\
Family CFO Inc
Cascades Capital Asset Management, LLC
MONECO Advisors, LLC
Calamos Advisors LLC
Financial Connections Group, Inc.
Squarepoint Ops LLC
Old North State Wealth Management, LLC
Pacitti Group Inc.
Pillar Financial Advisors, LLC
Bridgewater Advisors Inc.
Daymark Wealth Partners, Llc
Stanley-Laman Group, Ltd.
Curio Wealth, Llc
Relyea Zuckerberg Hanson LLC
Revolve Wealth Partners, LLC
Sheets Smith Wealth Management
JNBA Financial Advisors
Strategic Investment Solutions, Inc. /IL
Theory Financial Llc
Bell Investment Advisors, Inc
Scott & Selber, Inc.
Fairman Group, LLC
Sagespring Wealth Partners, Llc
Bleakley Financial Group, LLC
Diversified Management Inc
Advisory Services Network, LLC
Kennedy Investment Group
Barrett & Company, Inc.
Montis Financial, LLC
Quantinno Capital Management LP
Solstein Capital, LLC
U.S. Capital Wealth Advisors, LLC
Adirondack Trust Co
Grey Fox Wealth Advisors, LLC
Bravera Wealth
Dorsey & Whitney Trust CO LLC
Wealth Architects, LLC
Atwood & Palmer Inc
CIBC Bancorp USA Inc.
Sound Income Strategies, LLC
Colonial Trust Advisors
Ancora Advisors, LLC
Independent Advisor Alliance
Alpha Cubed Investments, LLC
Renaissance Technologies Llc
BlueSky Wealth Advisors, LLC
TD Capital Management LLC
JDM Financial Group LLC
Capital Research Global Investors
RAM Investment Partners, LLC
LongView Wealth Management
Quantum Capital Management, LLC / NJ
Chesapeake Wealth Management
Roth Financial Partners LLC
Signature Estate & Investment Advisors Llc
Garrett Investment Advisors LLC
Beacon Financial Advisory LLC
Elwood & Goetz Wealth Advisory Group, LLC
Dodds Wealth, LLC
CWS Financial Advisors, LLC
Sage Investment Counsel LLC
Family Wealth Partners, Llc
Evolution Advisers, Inc.
Curran Financial Partners, LLC
Ameritas Advisory Services, LLC
Ogorek Anthony Joseph /ny/ /adv
Verity Asset Management, Inc.
Ewa, Llc
Symmetry Partners, LLC
Burton Enright Welch
Summit Wealth Group Llc / Co
Investment Advisory Group, LLC
Level Wealth Management LLC
Titleist Asset Management, Llc
Amicus Financial Advisors, LLC
Putnam Fl Investment Management Co
RKL Wealth Management LLC
Burrus Financial Services, Inc.
GoalVest Advisory LLC
Truist Financial Corp
Trinity Wealth Management, LLC
GuidedMoney, LLC
Atlantic Union Bankshares Corp
Cassaday & Co Wealth Management LLC
Aqr Capital Management Llc
Hartford Financial Management Inc.
Cornerstone Advisory, LLC
My Personal CFO, LLC
Magnus Financial Group LLC
O'shaughnessy Asset Management, Llc
Saiph Capital, LLC
SHP Wealth Management
Fulton Bank, N.a.
Foster Victor Wealth Advisors, LLC
Zrc Wealth Management, Llc
Advisors Capital Management, LLC
Fire Capital Management LLC
Miller Capital Partners, Inc.
Roble, Belko & Company, Inc
SimpliFi, Inc.
Northeast Planning Associates, Inc. / Nh /
Trellis Wealth Advisors LLC
Evolution Wealth Management Inc.
Joel Adams & Associates, Inc.
Everett Harris & Co /ca/
HT Partners LLC
Goldman Sachs Group Inc
Cassilly Financial Group LLC
Vawter Financial, Ltd.
Embree Financial Group
Bank Of Nova Scotia Trust Co
BCS Private Wealth Management, Inc.
Per Stirling Capital Management, LLC.
Global Endowment Management, LP
Monetary Management Group Inc
First Citizens Financial Corp
Nixon Peabody Trust Co
Nvwm, Llc
Cambridge Investment Research Advisors, Inc.
True Link Financial Advisors, LLC
Vista Investment Partners Ii, Llc
Cambridge Financial Group, LLC
Byrne Asset Management LLC
Navigoe, LLC
Signaturefd, Llc
AdvisorNet Financial, Inc
Rocky Mountain Advisers, Llc
Windsor Advisory Group, LLC
Towneley Capital Management, Inc / DE
Jim Saulnier & Associates, Llc
Peapack Gladstone Financial Corp
Archer Investment Corp
MOKAN Wealth Management Inc.
Colter Lewis Investment Partners LLC
Oliver Luxxe Assets LLC
B&D White Capital Company, LLC
Manuka Financial, LLC
CIBC World Markets Inc.
Baker Ellis Asset Management LLC
Burkett Financial Services, Llc
SRS Capital Advisors, Inc.
Great Hill Capital LLC
Kestra Advisory Services, LLC
Capital Squared Financial LLC
Peak Retirement Planning, Inc.
Signal Advisors Wealth, LLC
Northeast Financial Group, Inc.
Piscataqua Savings Bank
Raelipskie Partnership
Precedent Wealth Partners, Llc
Portus Wealth Advisors, LLC
Fund Advisors of America Inc/FL
Legacy Bridge, LLC
Private Trust Co Na
Your Advocates Ltd., LLP
GHP Investment Advisors, Inc.
Financial Advisors Network, Inc.
Briggs Wealth Management, Inc
Signature Securities Group Corporation
Consolidated Portfolio Review Corp
Diversify Wealth Management, Llc
Evergreen Wealth Management, LLC
Hamilton Point Investment Advisors, LLC
Wayfinding Financial, LLC
Ascension Capital Advisors, Inc.
Hilltop National Bank
Websterrogers Financial Advisors, Llc
Columbia Asset Management
Becker Capital Management Inc
Souders Financial Advisors
Rockline Wealth Management, LLC
Duncan Williams Asset Management, LLC
Clayton Partners LLC
Regions Financial Corp
Eclectic Associates Inc /adv
Eagle Bay Advisors LLC
Expressive Wealth LLC
Alliance Wealth Advisors, LLC /UT
Stephens Inc /ar/
Culbertson A N & Co Inc
Wealth Management Strategies, Inc.
Duncker Streett & Co Inc
Cambridge Advisors Inc.
Regal Investment Advisors LLC
Rsm Us Wealth Management Llc
Commonwealth Equity Services, Llc
Naples Global Advisors, Llc
Glass Jacobson Investment Advisors llc
Jmac Enterprises Llc
Retirement Wealth Solutions LLC
Hartland & Co., LLC
XY Planning Network, Inc.
Warwick Investment Management, Inc.
United Capital Financial Advisers, Llc
Chicago Capital, LLC
L.K. Benson & Company, P.C.
Phillips Financial Management, Llc
Emerald Investment Partners, Llc
Kiley Juergens Wealth Management, Llc
Strategic Wealth Partners, Ltd.
SOL Capital Management CO
Game Plan Financial Advisors, LLC
Citrine Capital LLC
Global Wealth Strategies & Associates
Walsh & Associates, LLC
Lebenthal Global Advisors, LLC
Palisade Asset Management, LLC
Catalyst Private Wealth, Llc
Sentinel Trust Co Lba
Aufman Associates Inc
Moneta Group Investment Advisors Llc
Carl Stuart Investment Advisor, Inc
Archvest Wealth Advisors, Inc.
Optas, LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
Main Street Financial Solutions, LLC
Kastel Capital Advisors, LLC
Sicart Associates LLC
Comprehensive Financial Consultants Institutional, Inc.
Cornerstone Wealth Management, LLC
Cushing Capital Partners, LLC
StoneX Group Inc.
Roberts Glore & Co Inc /il/
Kickstand Ventures, Llc.
Nicolet Bankshares Inc
Global Retirement Partners, LLC
Wellington Grp LLC
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
Caldwell Securities, Inc
Retirement Financial Solutions, Llc
17 Capital Partners, Llc
Allen Investment Management LLC
Oak Family Advisors, Llc
NWF Advisory Services Inc.
Cm Wealth Advisors Llc
Passumpsic Savings Bank
Buckingham Strategic Partners
Nicolet Advisory Services, Llc
Commerce Advisors, LLC
Private Advisor Group, LLC
May Hill Capital, LLC
Flow Traders U.s. Llc
Gwn Securities Inc.
Comprehensive Financial Management LLC
Catalina Capital Group, LLC
Rakuten Securities, Inc.
Stone Loft Wealth Management Llc
Genesis Private Wealth, Llc
Schulz Wealth, LTD.
Legacy Wealth Managment, LLC/ID
Iron Financial, LLC
Solidarilty Wealth, LLC
Exeter Financial, LLC
Charles Schwab Trust Co
Bank Hapoalim Bm
Regatta Capital Group, Llc
Cannon Financial Strategists, Inc.
Carnegie Capital Asset Management, LLC
Johnson Financial Group, Inc.
Central Pacific Bank - Trust Division
Wiser Wealth Management, Inc
Sound View Wealth Advisors Group, LLC
Lane Brothers & Co Inc
Prudent Man Advisors, LLC
Birchbrook, Inc.
Carlton Hofferkamp & Jenks Wealth Management, LLC
Lowe Brockenbrough & Co Inc
National Bank Of Canada /fi/
Tiaa-cref Individual & Institutional Services, Llc
Rossby Financial, LCC
Birchwood Financial Partners, Inc.
Gibbs Wealth Management
O'ROURKE & COMPANY, Inc
Cetera Trust Company, N.A
John A. Wolfe & Associates, Inc.
180 Wealth Advisors, Llc
WP Advisors, LLC
Sunesis Advisors, LLC
RiverFront Investment Group, LLC
Options Solutions, Llc
CAPROCK Group, Inc.
Avion Wealth
Aletheian Wealth Advisors LLC
Security National Bank Of So Dak
Natural Investments, Llc
Keybank National Association/oh
Adviser Investments LLC
Five Pine Wealth Management
Keel Point, LLC
Rialto Wealth Management, LLC
AlTi Global, Inc.
BCJ Capital Management, LLC
First Bank & Trust
Liberty Capital Management, Inc.
Prepared Retirement Institute LLC
Prime Buchholz LLC
Arista Wealth Management, LLC
Eschler Asset Management LLP
Goldstein Advisors, LLC
Greenhouse Wealth Management, LLC
Retirement Planning Group
Schrum Private Wealth Management LLC
Pure Financial Advisors, Inc.
Maseco Llp
Heritage Family Offices, LLP
Capital Advisors Wealth Management, LLC
PCM Encore, LLC
Liberty Wealth Management Llc
DecisionPoint Financial, LLC
Park Avenue Securities Llc
Berman McAleer LLC
Unify Financial Advisors
Innovative Asset Advisors Group, LLC
Sage Financial Group Inc
Sendero Wealth Management, LLC
Highline Wealth Partners Llc
WorthPointe, LLC
WMG Financial Advisors, LLC
Heritage Wealth Advisors
North Star Investment Management Corp.
Friedenthal Financial
Entrust Financial Llc
Bare Financial Services, Inc
Cwm, Llc
Ntv Asset Management Llc
Ameriflex Group, Inc.
Davis R M Inc
Tillman Hartley LLC
Ritter Daniher Financial Advisory LLC / DE
Pinnacle Wealth Management Group, Inc.
IPG Investment Advisors LLC
Baker Boyer National Bank
Advisor OS, LLC
Colonial Trust Co / SC
Rakuten Investment Management, Inc.
Sawyer & Company, Inc
Boyd Wealth Management, LLC
NewEdge Wealth, LLC
Gateway Wealth Partners, LLC
Confluence Wealth Services, Inc.
Donalies Financial Planning, LLC
Meritage Portfolio Management
Brown Advisory Inc
TPG Advisors LLC
Sigma Planning Corp
EP Wealth Advisors, Inc.
Intrua Financial, LLC
MSH Capital Advisors LLC
Minot DeBlois Advisors LLC
Thoroughbred Financial Services, Llc
Perigon Wealth Management, LLC
Kwmg, Llc
Envestnet Asset Management Inc
Brinker Capital Investments, LLC
Cravens & Co Advisors, LLC
Kaydan Wealth Management, Inc.
Bessemer Group Inc
Focus Financial Network, Inc.
Citadel Advisors Llc
Private Wealth Management Group, LLC
Trust Co
Tribridge Partners Financial LLC
Gradient Investments LLC
Mariner, LLC
Baldwin Investment Management, LLC
Ssi Investment Management Llc
Bank Of Montreal /can/
Marex Group plc
Fiduciary Financial Group, Llc
Strategies Wealth Advisors, LLC
Integrated Wealth Management
Foster & Motley Inc
Drucker Wealth 3.0, LLC
Warren Averett Asset Management, LLC
Merit Financial Group, LLC
Atlas Brown,Inc.
PDS Planning, Inc
Bfsg, Llc
Cardiff Park Advisors, Llc
Missouri Trust & Investment Co
Dakota Wealth Management
Meridian Wealth Partners, LLC
FRG Family Wealth Advisors LLC
Fiduciary Trust Co
Crumly & Associates Inc.
Integrity Alliance, Llc.
Harbor Group, Inc.
Wealthfront Advisers Llc
Oppenheimer & Co Inc
Benjamin Edwards Inc
Centaurus Financial, Inc.
Financial Architects, LLC
Peterson Wealth Advisors, LLC
Latitude Advisors, LLC
Crestwood Advisors Group LLC
Crescent Grove Advisors, LLC
Tfo-tdc, Llc
Creekside Partners
Clearbridge Investments, LLC
Bank Of America Corp /de/
Dunhill Financial, LLC
Blue Chip Partners, Inc.
Edge Wealth Management LLC
Flagship Private Wealth, LLC
EdgeRock Capital LLC
Sweeney & Michel, Llc
Bank of New York Mellon Corp
Lynch & Associates/in
Archetype Wealth Partners
Wbh Advisory Inc
Charis Legacy Partners, LLC
Family Investment Center, Inc.
Oak Harbor Wealth Partners, Llc
Alliancebernstein L.p.
Agf Management Ltd
Youngs Advisory Group, Inc.
Capital Insight Partners, Llc
EMC Capital Management
Montag A & Associates Inc
Wingate Wealth Advisors, Inc.
Prairiewood Capital, LLC
Vanguard Group Inc
Lynch Asset Management, Inc.
SCS Capital Management LLC
Resources Investment Advisors, LLC.
Mayflower Financial Advisors, LLC
Sand Hill Global Advisors, LLC
Neuberger Berman Group LLC
Discipline Wealth Solutions, LLC
NorthCrest Asset Manangement, LLC
Lionsbridge Wealth Management LLC
Security Financial Services, INC.
BridgePort Financial Solutions, LLC
Diversified Enterprises, LLC
Cdkv Holdings Llc
Waddell & Associates, Llc
Mountain Capital Investment Advisors, Inc
Sunflower Bank, N.A.
Bulltick Wealth Management, LLC
Apollon Financial, LLC
First National Bank & Trust Co Of Newtown
Blankinship & Foster, LLC
Nepc Llc
Garde Capital, Inc.
Permanent Capital Management, LP
Ulland Investment Advisors, LLC
Salem Investment Counselors Inc
3EDGE Asset Management, LP
Valley National Advisers Inc
Kera Capital Partners, Inc.
Mission Wealth Management, Lp
Wealth Enhancement Advisory Services, Llc
KFA Private Wealth Group, LLC
Northern Capital Management, Inc.
Stordahl Capital Management, Inc.
Bradley Foster & Sargent Inc/ct
Affiance Financial, LLC
AE Wealth Management LLC
Baker Avenue Asset Management, LP
Richardson Financial Services Inc.
Cary Street Partners Financial Llc
Note Advisors, LLC
M Wealth Management, LLC
Insight 2811, Inc.
Ambassador Advisors, LLC
Certified Advisory Corp
Wrapmanager Inc
Independent Wealth Advisors LLC
AllSquare Wealth Management LLC
UMA Financial Services, Inc.
Quent Capital, LLC
Upper Left Wealth Management, LLC
AAFCPAs Wealth Management, LLC
Balboa Wealth Partners
Gts Securities Llc
Evelyn Partners Asset Management Ltd
SAM Advisors, LLC
Kessler Investment Group, LLC
Reicon Wealth Advisors, Llc
Sax Wealth Advisors, Llc
Fmr Llc
Wimmer Associates 1, Llc
Genesis Wealth Advisors, LLC
Virtue Asset Management Llc
Capstone Financial Advisors, Inc.
Financial Sense Advisors, Inc.
Destination Wealth Management
Lincoln National Corp
NFP Retirement, Inc.
Investment Research & Advisory Group, Inc.
Downshift Financial, LLC
Headland Capital, LLC
Klingman & Associates, LLC
IHT Wealth Management, LLC
Morton Brown Family Wealth, LLC
Coordinated Financial Services, Inc.
First Command Advisory Services, Inc.
Leelyn Smith, LLC
Courage Miller Partners, LLC
Pittenger & Anderson Inc
Optima Capital Llc
Werba Rubin Papier Wealth Management
Gill Capital Partners, Llc
Sykon Capital Llc
Haverford Trust Co
Kovack Advisors, Inc.
Transatlantique Private Wealth Llc
Patriot Financial Group Insurance Agency, LLC
Ridgecrest Wealth Partners, Llc
Comerica Bank
Cheviot Value Management, LLC
Lazari Capital Management, Inc.
Dearborn Partners Llc
Raymond James Financial Inc
Aberdeen Wealth Management LLC
Creative Financial Designs Inc /adv
Serenus Wealth Advisors, LLC
Well Done, LLC
Tortoise Investment Management, LLC
Roundview Capital LLC
Torren Management, LLC
Whitcomb & Hess, Inc.
Osterweis Capital Management Inc
Root Financial Partners, LLC
Hyposwiss Advisors SA
Tred Avon Family Wealth, Llc
Versant Capital Management, Inc
Bey-Douglas LLC
IAG Wealth Partners, LLC
Investor's Fiduciary Advisor Network, LLC
Tradewinds Capital Management, LLC
Marks Group Wealth Management, Inc
Tenret Co LLC
Pacific Center for Financial Services
Morris Financial Concepts, Inc.
Hantz Financial Services, Inc.
Aspiriant, Llc
Carter Financial, LLC
Invst, LLC
Linscomb & Williams, Inc.
Landaas & Co /wi /adv
Ruane, Cunniff & Goldfarb L.P.
Millstone Evans Group, LLC
Oregon Pacific Wealth Management, LLC
BHK Investment Advisors, LLC
SOUTH STATE Corp
World Equity Group, Inc.
Atlas Capital Advisors Llc
Silverlake Wealth Management Llc
Gotham Asset Management, LLC
Prosperity Bancshares Inc
Fisher Asset Management, LLC
Center for Financial Planning, Inc.
Scotia Capital Inc.
Gibraltar Capital Management, Inc.
Fundamentun, Llc
Skopos Labs, Inc.
Granite Bay Wealth Management, LLC
Centerpoint Advisors, LLC
Tower Research Capital LLC (TRC)
Wrenne Financial Planning LLC
Aptus Capital Advisors, LLC
Elevated Capital Advisors, LLC
HighMark Wealth Management LLC
Davis Investment Partners, LLC
IFP Advisors, Inc
Rockefeller Capital Management L.P.
Davidson Investment Advisors
Facet Wealth, Inc.
Opal Wealth Advisors, LLC
WoodTrust Financial Corp
Group One Trading, L.p.
Advisory Alpha, LLC
McAlister, Sweet & Associates, Inc.
Beacon Financial Strategies CORP
ORG Partners LLC
Mesirow Financial Investment Management, Inc.
Deroy & Devereaux Private Investment Counsel Inc
BetterWealth, LLC
First Community Trust Na
Hardy Reed LLC
Traveka Wealth, LLC
Magnolia Private Wealth, LLC
Mount Yale Investment Advisors, LLC
Strathmore Capital Advisors, Inc.
SC&H Financial Advisors, Inc.
Great Valley Advisor Group, Inc.
Oxler Private Wealth LLC
CGC Financial Services, LLC
Gen-Wealth Partners Inc
Parr Mcknight Wealth Management Group, Llc
Franklin Resources Inc
Flywheel Private Wealth LLC
Heartwood Wealth Advisors LLC
Tilson Financial Group, Inc.
Western Wealth Management, LLC
Mitchell Mcleod Pugh & Williams Inc
TrustWell Financial Advisors, LLC
My Portfolio Guide, LLC
Kraft, Davis & Associates, LLC
Ames National Corp
Seneschal Advisors, LLC
Allen Capital Group, LLC
Hardworking Capital Advisors, LLC
Change Path, LLC
Jones Financial Companies Lllp
Ieq Capital, Llc
Td Private Client Wealth Llc
Baird Financial Group, Inc.
CIBC Private Wealth Group, LLC
Verus Financial Partners, Inc.
Vestmark Advisory Solutions, Inc.
Summit Financial, LLC
Bartlett & Co. Wealth Management Llc
Centric Wealth Management
Brown Miller Wealth Management, LLC
RFG Advisory, LLC
Wiser Advisor Group LLC
Libra Wealth Llc
Acumen Wealth Advisors, LLC
Penney Financial, LLC
Hilltop Holdings Inc.
American Financial Advisors, LLC
Professional Financial Advisors, LLC
Capital Investment Advisory Services, LLC
Ellevest, Inc.
Sage Investment Advisers LLC
Jacobi Capital Management LLC
Sovereign Investment Advisors, LLC
Endeavor Private Wealth, Inc.
Eqis Capital Management, Inc.
Glassman Wealth Services
Holistic Planning, LLC
Hm Payson & Co
Verum Partners LLC
PFS Partners, LLC
NorthRock Partners, LLC
Wells Fargo & Company/mn
Rothschild Investment Llc
Weik Capital Management
ProVise Management Group, LLC
Headinvest, Llc
Advisor Group Holdings, Inc.
Mutual Advisors, LLC
Estate Counselors, LLC
Bradley & Co. Private Wealth Management, LLC
New Republic Capital, LLC
Wetzel Investment Advisors, Inc.
Canvas Wealth Advisors, LLC
Ballast Rock Private Wealth LLC
Greenwich Wealth Management LLC
Apollon Wealth Management, LLC
Jaffetilchin Investment Partners, LLC
Jfs Wealth Advisors, Llc
Cardinal Point Capital Management, ULC
Commerce Bank
Silver Oak Advisory Group, Inc.
Cambria Investment Management, L.P.
Salomon & Ludwin, LLC
Carr Financial Group Corp
Callan Family Office, LLC
Koshinski Asset Management, Inc.
Vermillion Wealth Management, Inc.
Clear Creek Financial Management, LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Triumph Capital Management
Carroll Advisory Group, LLC
Nikulski Financial, Inc.
William Howard & Co Financial Advisors Inc
Norden Group Llc
BCS Wealth Management
Eldridge Investment Advisors, Inc.
Cantor Fitzgerald Investment Adviser L.p.
Sonoma Allocations LLC
Williams Jones Wealth Management, LLC.
Freestone Capital Holdings, LLC
EverSource Wealth Advisors, LLC
Transcend Wealth Collective, Llc
Selective Wealth Management, Inc.
CX Institutional
Soltis Investment Advisors LLC
Northwest Wealth Management, Llc
Glenmede Trust Co Na
Hardin Capital Partners, LLC
Monument Group Wealth Advisors, LLC
Capital Investment Advisors, LLC
Foster Group, Inc.
Beaumont Financial Advisors, LLC
Essex LLC
Synergy Financial Group, LTD
Aviance Capital Partners, LLC
Robertson Stephens Wealth Management, LLC
Harbor Asset Planning, Inc.
Guardian Wealth Advisors, Llc / Nc
VestGen Advisors, LLC
United Bank
Greenwood Gearhart Inc
Harbor Investment Advisory, Llc
Conrad Siegel Investment Advisors, Inc.
Toroso Investments, LLC
West Financial Advisors, LLC
Parkshore Wealth Management, Inc.
Cascade Investment Group, Inc.
Verus Capital Partners, Llc
Alpha Financial Partners, LLC
BLB&B Advisors, LLC
Graney & King, LLC
BancFirst Trust & Investment Management
Walleye Partners, LLC
Prudent Man Investment Management, Inc.
Avise Financial Cooperative, Inc.
Klein Pavlis & Peasley Financial, Inc.
Valued Wealth Advisors LLC
Timmons Wealth Management, LLC
Capital Group Private Client Services, Inc.
Oakworth Capital, Inc.
Salus Financial Advisors, LLC
Bowman & Co S.C.
Hartmann Taylor Wealth Management, LLC
CENTRAL TRUST Co
Capital Asset Advisory Services LLC
Glenview Trust Co
Laurel Wealth Planning LLC
Summit Wealth Group, LLC
Second Line Capital, LLC
Efficient Advisors, LLC
Fortis Advisors, LLC
San Luis Wealth Advisors LLC
Hanson & Doremus Investment Management
Assetmark, Inc
Madison Park Capital Advisors, LLC
Conquis Financial Llc
IFC & Insurance Marketing, Inc.
M&t Bank Corp
Midwest Trust Co
Manchester Capital Management LLC
City State Bank
Johnson Investment Counsel Inc
Pennington Partners & Co., Llc
Good Steward Wealth Advisors,LLC
Friday Financial
Drystone LLC
City National Bank Of Florida /msd
Susquehanna International Group, Llp
Northwest Financial Advisors
Capital Advisor Network LLC
Sageworth Trust Co of South Dakota
Obermeyer Wood Investment Counsel, Lllp
Value Investment Professionals, LLC
Independent Financial Group, Llc
Grantham, Mayo, Van Otterloo & Co. LLC
Wescott Financial Advisory Group, LLC
HF Advisory Group, LLC
Sanibel Captiva Trust Company, Inc.
Basepoint Wealth LLC
Leo Wealth, LLC
Greenleaf Trust
Coastline Trust Co
Meriwether Wealth & Planning, LLC
Wallace Advisory Group, LLC
Brown Brothers Harriman & Co
Jackson, Grant Investment Advisers, Inc.
SageView Advisory Group, LLC
First PREMIER Bank
CRA Financial Services, LLC
Wsfs Capital Management, Llc
Seamount Financial Group Inc
Ritholtz Wealth Management
BWM Planning, LLC
Lakewood Asset Management LLC
Advyzon Investment Management, LLC
Family Wealth Group, LLC
Lindenwold Advisors
Beacon Investment Advisory Services, Inc.
Urban Wealth Management, LLC
Meridian Investment Counsel Inc.
Community Bank, N.A.
Seacrest Wealth Management, Llc
Vise Technologies, Inc.
Panoramic Investment Advisors, Llc
Fort Henry Capital, LLC
HTG Investment Advisors, Inc.
Symphony Financial, Ltd. Co.
Nations Financial Group Inc, /ia/ /adv
Wall Street Access Asset Management, LLC
Everstar Asset Management, LLC
Weatherly Asset Management L. P.
Clarius Group, LLC
Serenity Investment Advisors
PlanVest Financial, Inc
YANKCOM Partnership
Peoples Financial Services Corp.
Gleason Group, Inc.
Austin Private Wealth, LLC
Disciplined Investors, L.L.C.
Purpose Unlimited Inc.
Brio Consultants, LLC
Woodside Wealth Management LLC
Applied Capital LLC
Ashton Thomas Securities, Llc
Cornerstone Advisors Asset Management, Inc
Keystone Financial Group
N.E.W. Advisory Services LLC
Carl P. Sherr & Co., LLC
Wedmont Private Capital
CVA Family Office, LLC
Bokf, Na
Arbor Wealth Advisors LLC
MidFirst Bank
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Valley Financial Group, Inc.
Human Investing LLC
Darden Wealth Group Inc
Allium Financial Advisors, Llc
Geneos Wealth Management Inc.
Warner Financial, Inc
United Community Bank
Sei Investments Co
MontVue Capital Management, Inc.
Hubbell Strickland Wealth Management, LLC
Archer Investment Management, LLC
Pacific Park Financial, Inc.
KERR FINANCIAL PLANNING Corp
IF Advisors, LLC
IFG Advisors, LLC
Luminvest Wealth Management LLC
DiMeo Schneider & Associates, L.L.C.
Bedel Financial Consulting, Inc.
Olistico Wealth, LLC
Berger Financial Group, Inc
Ring Mountain Capital, LLC
Greenline Partners, LLC
Continuum Advisory, LLC
Balanced Wealth Group Llc
Cannon Advisors, Inc.
Main Management LLC
HighPoint Advisor Group LLC
Trust Co Of Vermont
Gold Investment Management Ltd.
Kcm Investment Advisors Llc
Lido Advisors, LLC
Smith & Howard Wealth Management, LLC
Stratos Wealth Partners, LTD.
Peak Financial Management, Inc.
Keating Financial Advisory Services, Inc.
Blair William & Co/il
Avidian Wealth Solutions, LLC
Hoxton Planning & Management, LLC
Logan Capital Management Inc
Poehling Capital Management, LLC
SNS Financial Group, LLC
Chapman Financial Group, Llc
Avalon Trust Co
Costello Asset Management, INC
Federation des caisses Desjardins du Quebec
German American Bancorp, Inc.
FIDELIS iM, LLC
Cambridge Associates Llc /ma/ /adv
RMB Capital Management, LLC
Collective Family Office Llc
Guardsman Private Capital Management, Inc.
CFO4Life Group, LLC
Strategic Blueprint, LLC
Valpey Financial Services, LLC
PW Nova Financial Services LLC
Banco BTG Pactual S.A.
Florida Financial Advisors, Llc
JDH Wealth Management, LLC
VSM Wealth Advisory, LLC
Strategic Investment Advisors / MI
First Horizon Corp
KC Investment Advisors, LLC
Mustico Financial Group, Inc.
DHJJ Financial Advisors, Ltd.
Cahill Financial Advisors Inc
Annandale Capital, LLC
Evoke Wealth, Llc
Cherrydale Wealth Management, Llc
Meredith Wealth Planning
Mma Asset Management Llc
Breakwater Capital Group
Baron Silver Stevens Financial Advisors, Llc
Capstone Wealth Management, LLC
Vestor Capital, Llc
Sequoia Financial Advisors, LLC
S&t Bank/pa
Steffes Financial, Ltd.
LJI Wealth Management, LLC
Trust Co Of Toledo Na /oh/
Asset One Wealth Management LLC
Ameriprise Financial Inc
Aventura Private Wealth, LLC
BKD Wealth Advisors, LLC
Transce3nd, LLC
Pinnacle Financial Partners, Inc.
Atlantic Edge Private Wealth Management, LLC
Ferguson Wellman Capital Management, Inc
Register Financial Advisors LLC
Opulen Financial Group LLC
Allworth Financial LP
Ares Financial Consulting, LLC
LPL Financial LLC
Traphagen Investment Advisors Llc
Red Door Wealth Management, LLC
Tolleson Wealth Management, Inc.
Parsons Capital Management Inc/ri
Newbridge Financial Services Group, Inc.
Key FInancial Inc
TRUE Private Wealth Advisors
Evelyn Partners Investment Management Services Ltd
Keyes, Stange & Wooten Wealth Management, LLC
DiPaolo Financial Group, Inc.
Consultiva Wealth Management, Corp.
Argonautica Private Wealth Management, Inc
Creative Capital Management Investments LLC
Intentional Wealth Strategies, LLC
Calton & Associates, Inc.
Northern Lights Advisors, Inc.
CSM Advisors, LLC
Eastern Bank
Old Mission Capital Llc
Maimon Wealth Management Ltd.
Hobart Private Capital, LLC
Mill Creek Capital Advisors, LLC
DT Investment Partners, LLC
Coyle Financial Counsel LLC
Shade Tree Advisors LLC
CNB Bank
TopTier Wealth Management, LLC
Gemmer Asset Management LLC
Cresset Asset Management, LLC
Truepoint, Inc.
Gridiron Partners, LLC
Prospera Financial Services Inc
Mml Investors Services, Llc
Aspen Capital Management, LLC
Walkner Condon Financial Advisors LLC
Essential Planning, LLC.
Praetorian Wealth Management, Inc.
Macroview Investment Management Llc
GWM Advisors LLC
TCG Advisory Services, LLC
Roger Wittlin Investment Advisory, LLC
Fulcrum Wealth Advisors, Llc
Breakwater Investment Management
Laird Norton Trust Company, Llc
XML Financial, LLC
Hamrick Investment Counsel, llc
Mountain Hill Investment Partners Corp.
Ignite Planners, LLC
DAVENPORT & Co LLC
Sankala Group LLC
Roehl & Yi Investment Advisors, LLC
Summit Financial Strategies, Inc.
OMNI 360 Wealth, Inc.
Qrg Capital Management, Inc.
Twin Lakes Capital Management, LLC
CFS Investment Advisory Services, LLC
Dana Investment Advisors, Inc.
Caerus Investment Advisors, LLC
OLIO Financial Planning
Elm Partners Management LLC
SBI Securities Co., Ltd.
Mattern Wealth Management LLC
Opus Financial Solutions LLC
New England Private Wealth Advisors LLC
Roof Eidam & Maycock/adv
Pinnacle Financial Group, LLC / IL
Davidson Kahn Capital Management, LLC
49 Wealth Management, Llc
Whittier Trust Co Of Nevada Inc
Ullmann Financial Group, Inc.
We Are One Seven, LLC
Procyon Private Wealth Partners, LLC
AMG National Trust Bank
Pitti Group Wealth Management, LLC
Harbour Investments, Inc.
Walser Wealth Management Company, A Ltd Liability Co
Cornerstone Financial Management LLC
Focused Alpha, Llc
Resources Management Corp /ct/ /adv
Cullen/frost Bankers, Inc.
Anfield Capital Management, LLC
Long Run Wealth Advisors, LLC
Valmark Advisers, Inc.
Thrive Capital Management, LLC
Melfa Wealth Management, Llc
TRB Wealth Management, LLC
Gradient Capital Advisors, LLC
Frazier Financial Advisors, LLC
IMG Wealth Management, Inc.
Arkadios Wealth Advisors
FSA Investment Group, LLC
Clune & Associates, Ltd.
Ameritas Investment Partners, Inc.
Ronald Blue Trust, Inc.
Davis Capital Management
McCarthy Asset Management, Inc.
Swisher Financial Concepts, Inc.
GAMMA Investing LLC
Athena Investment Management
Cynosure Management, Llc
Safe Harbor Fiduciary, LLC
Citigroup Inc
Wiley Bros.-aintree Capital, Llc
Walker Financial Services, Inc.
Equitable Holdings, Inc.
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
IMC-Chicago, LLC
Fonville Wealth Management LLC
Hobbs Group Advisors, LLC
Provenance Wealth Advisors, LLC
HighTower Advisors, LLC
Moss Adams Wealth Advisors LLC
Welch & Forbes Llc
Ami Investment Management Inc
Fairway Wealth LLC
Ellis Investment Partners, LLC
Accredited Investors Inc.
Falcon Wealth Planning
Savant Capital, LLC
Global Trust Asset Management, LLC
Sterling Wealth Management, Inc.
National Asset Management, Inc.
Global Trust Wealth Management LLC
Strategic Wealth Advisors LLC
Janus Henderson Group Plc
Twin Peaks Wealth Advisors, LLC
Financial Freedom, LLC
Wealthspire Advisors, LLC
Greenspring Advisors, LLC
Pacific Point Advisors, LLC
OmniStar Financial Group, Inc.
Pathway Financial Advisers, LLC
Integris Wealth Management, LLC
Integrated Wealth Concepts LLC
Pinnacle Wealth Management Advisory Group, LLC
Nabity-Jensen Investment Management Inc
Atlas Legacy Advisors, LLC
Great Lakes Retirement, Inc.
Allen Mooney & Barnes Investment Advisors LLC
Coston, McIsaac & Partners
Sanchez Gaunt Capital Management, LLC
Narodna banka Slovenska
Red Wave Investments LLC
Investors Portfolio Services LLC
Sunbelt Securities, Inc.
Farther Finance Advisors, LLC
Financial Engines Advisors L.L.C.
Frankly Finances, LLC
Cottage Street Advisors LLC
Private Client Services, Llc
Certior Financial Group, Llc
Hollencrest Capital Management
Mercer Global Advisors Inc /adv
Asset Advisory Group, Inc.
Prudential Plc
Continental Investors Services, Inc.
Arq Wealth Advisors, Llc
Ervin Investment Management, LLC
Gould Capital, LLC
Asset Dedication, LLC
Providence First Trust Co
Cairn Investment Group, Inc.
Alerus Financial Na
RBF Capital, LLC
Pnc Financial Services Group, Inc.
Pinnacle Wealth Planning Services, Inc.
Retirement Investment Advisors, Inc.
Hoge Financial Services, Llc
Mayport, Llc
Golden State Equity Partners
Bragg Financial Advisors, Inc
Mv Capital Management, Inc.
Anson Capital, Inc.
Modern Wealth Management, LLC
Hanlon Investment Management, Inc.
Nicholas Hoffman & Company, LLC.
Patriot Investment Management Inc.
Coldstream Capital Management Inc
SilverOak Wealth Management LLC
High Net Worth Advisory Group LLC
Rooted Wealth Advisors, Inc.
Ruggaard & Associates LLC
Kerntke Otto McGlone Wealth Management Group
Ballast Financial Advisors LLC
Clarity Wealth Advisors, LLC
Addison Advisors LLC
Good Harbor Advisors, Inc.
Bnp Paribas Arbitrage, Sa
Stone House Investment Management, LLC
Wellspring Financial Advisors, LLC
Strive Financial Group ,LLC
GSG Advisors LLC
Halbert Hargrove Global Advisors, Llc
North Ridge Wealth Advisors, Inc.
Steward Partners Investment Advisory, Llc
Foundations Investment Advisors, LLC
Western Pacific Wealth Management, LP
Kingswood Wealth Advisors, Llc
Boston Private Wealth Llc
Gordian Advisors LLC
Cedar Mountain Advisors, LLC
Treasure Coast Financial Planning
Resolute Capital, Llc
Equita Financial Network, Inc.
Diversified Trust Co
Atlantic Private Wealth, LLC
Wealth Watch Advisors, INC
Proffitt & Goodson Inc
Trueblood Wealth Management, LLC
Point72 Asset Management, L.P.
Frank, Rimerman Advisors LLC
Juno Financial Group LLC
Asset Management Group, Inc.
Prospera Capital Management, LLC
Farrell Financial LLC
Claro Advisors LLC
Brandywine Oak Private Wealth Llc
Portside Wealth Group, LLC
Tennessee Valley Asset Management Partners
BRYN MAWR TRUST Co
Brown, Lisle/cummings, Inc.
Pacific Asset Management, LLC
Legacy Advisors, LLC
Dougherty Wealth Advisers LLC
Milestone Asset Management Group, LLC
Vista Capital Partners, Inc.
Ballentine Partners, LLC
Brady Martz Wealth Solutions, LLC
Bay Harbor Wealth Management, LLC
Thompson Investment Management, Inc.
Boston Family Office Llc
Kathmere Capital Management, LLC
First Heartland Consultants, Inc.
Clearwave Capital, LLC
Choate Investment Advisors
Atria Investments Llc
Abound Wealth Management
Integrated Wealthcare, Llc
Quantum Financial Planning Services, Inc.
Altiora Financial Group, LLC
Oak Wealth Advisors LLC
McAdam, LLC
Beacon Capital Management, LLC
Scarborough Advisors, LLC
Navigate Wealth Management, LLC
Angeles Wealth Management, Llc
Forum Financial Management, LP
LaSalle St. Investment Advisors, LLC
Connecticut Wealth Management, LLC
Cerity Partners LLC
OneAscent Financial Services LLC
Cacti Asset Management Llc
Wright Fund Managment, LLC
Steele Capital Management, Inc.
Bluestem Financial Advisors, Llc
Washington Trust Bank
Van Strum & Towne Inc.
Apella Capital, LLC
KPP Advisory Services LLC
CrossGen Wealth, LLC
Resurgent Financial Advisors LLC
Wealth Enhancement Trust Services, Inc.
Smith Chas P & Associates Pa Cpas
Aperture Investors, LLC
Brookstone Capital Management
Csenge Advisory Group
Latigo Investments, LLC
Strategic Financial Partners, Ltd.
St. Louis Trust Co
True Vision MN LLC
Washington Trust Advisors, Inc.
Key Capital Management, INC
Intelligent Financial Strategies
Capital Investment Management, Inc.
Patton Albertson Miller Group, Llc
Empower Advisory Group, LLC
Tenon Financial LLC
Paladin Advisory Group, LLC
Tandem Investment Partners LLC
Walter & Keenan Financial Consulting Co /mi/ /adv
Matrix Trust Co
JustInvest LLC
Diversified Portfolios, Inc.
Okabena Investment Services Inc
DSG Capital Advisors, LLC
Jupiter Wealth Management LLC
Miller Financial Services LLC
Advisors Management Group Inc /adv
Wealthbridge Capital Management, Llc
Kmt Wealth Management, Llc
Burney Co/
United Services Automobile Association
Cyndeo Wealth Partners, LLC
Main Line Retirement Advisors, LLC
Keeler & Nadler Financial Planning & Wealth Management
Baker Tilly Financial, Llc
Bryant Woods Investment Advisors, LLC
Chicago Partners Investment Group LLC
LRI Investments, LLC
Parkway Wealth Management Group, LLC
Meridian Wealth Management, LLC
Level Four Advisory Services, Llc
Emprise Bank
Tanager Wealth Management LLP
Orcam Financial Group
Moors & Cabot, Inc.
Wealthcare Advisory Partners LLC
Almanack Investment Partners, LLC.
Johnson & White Wealth Management, LLC
Winch Advisory Services, LLC
Hara Capital LLC
Bank Of Hawaii
WCG Wealth Advisors LLC
Sage Mountain Advisors LLC
Sovereign Financial Group, Inc.
RCS Financial Planning, LLC
Comprehensive Financial Planning, Inc./PA
Essential Partners LLC
Zhang Financial LLC
Cahaba Wealth Management, Inc.
Ofc Financial Planning, Llc
Reflection Asset Management
Pasadena Private Wealth, LLC
Tower View Investment Management & Research LLC
Traynor Capital Management, Inc.
Vanguard National Trust Co
Capital City Trust Co/fl
Cura Wealth Advisors, Llc
Huntington National Bank
EnRich Financial Partners LLC
Townsquare Capital Llc
ATLas Financial Planning LLC
Anchor Investment Management, LLC
Ariel Investments, Llc
Ausdal Financial Partners, Inc.
Advantage Trust Co
Avantax Planning Partners, Inc.
Veratis Advisors, Inc.
Successful Portfolios LLC
Integrated Advisors Network LLC
Strategic Financial Services, Inc,
Brickley Wealth Management
Aurdan Capital Management, LLC
PFG Investments, LLC
Dynamic Advisor Solutions LLC
Wesbanco Bank Inc
Pallas Capital Advisors LLC
SYM FINANCIAL Corp
Tucker Asset Management Llc
Paradigm Capital Management, LLC/NV
Essex Financial Services, Inc.
Christine Messmer Pc
Betterment LLC
Prevail Innovative Wealth Advisors, Llc
Accent Capital Management, LLC
ASL Financial, LLC
Osborne Partners Capital Management, Llc
New Covenant Trust Company, N.A.
Principal Street Partners, LLC
FF Advisors,LLC
AssuredPartners Investment Advisors, LLC
Angeles Investment Advisors, LLC
Vista Finance, Llc
Legacy Financial Group, Inc.
Bayban
Checchi Capital Advisers, LLC
Armstrong Advisory Group, Inc
Novak & Powell Financial Services, Inc.
Inlet Private Wealth, LLC
Farmers & Merchants Investments Inc
Summit Asset Management, LLC
Howard Wealth Management, Llc
Beacon Bridge Wealth Partners, LLC
Rockwood Wealth Management, LLC
Savvy Advisors, Inc.
Legacy Private Trust Co.
14B Captial Management LP
Elm3 Financial Group, LLC
Bailard, Inc.
Krilogy Financial LLC
Penobscot Wealth Management
Cornerstone Wealth Group, LLC
DeDora Capital, Inc.
Align Financial, LLC
Hazlett, Burt & Watson, Inc.
Goldenstone Wealth Management LLC
Fountainhead AM, LLC
Willis Johnson & Associates, Inc.
Moisand Fitzgerald Tamayo, LLC
Annis Gardner Whiting Capital Advisors, LLC
Capital Advantage, Inc.
Chilton Investment Co Llc
Magnolia Capital Advisors Llc
Brookwood Investment Group LLC
PCB Capital LLC
TCI Wealth Advisors, Inc.
LBJ Family Wealth Advisors, Ltd.
Lummis Asset Management, LP
Mission Creek Capital Partners, Inc.
Van Eck Associates Corp
Principle Wealth Partners Llc
VERITY Wealth Advisors
Maripau Wealth Management Llc
National Philanthropic Trust
Running Point Capital Advisors, LLC
Financial Network Wealth Advisors LLC
Topsail Wealth Management, LLC
Sapient Capital Llc
Index Fund Advisors, Inc.
Gladstone Institutional Advisory LLC
Security National Bank Of Sioux City Iowa /ia/
Quadrant Private Wealth Management, LLC
Cypress Capital Advisors, LLC
Onyx Bridge Wealth Group LLC
Mustard Seed Financial, LLC
Rossmore Private Capital
McIlrath & Eck, LLC
Caitlin John, LLC
Clark Asset Management, LLC
Silver Grove Financial Group, Inc.
Granville Capital, Inc.
White Lighthouse Investment Management Inc.
Colony Group, LLC
RWM Asset Management, LLC
Wealth Group Ltd
International Assets Investment Management, Llc
Golden State Wealth Management, LLC
Chesley Taft & Associates LLC
Novem Group
CoreCap Advisors, LLC
Hall Laurie J Trustee
Capital World Investors
Innova Wealth Partners
Fairscale Capital, LLC
Beacon Financial Planning, Inc
Financial Symmetry Inc
Financial Consulate, Inc
TIAA Wealth Investment Management LLC
Atlantic Trust, LLC
Advisortrust Partners, Llc
Crewe Advisors LLC
Plante Moran Financial Advisors, LLC
McLean Asset Management Corp
Winthrop Advisory Group LLC
Godfrey Financial Associates, Inc.
Rockingstone Advisors LLC
Lpwm Llc
Crews Bank & Trust
Troutman Wealth Management, LLC
National Wealth Management Group, LLC
First Manhattan Co
Concurrent Investment Advisors, LLC
Signature Equity Partners, LLC
Arlington Trust Co LLC
Benningfield Financial Advisors, Llc
First Pacific Financial
Partners in Financial Planning
Avalon Advisory Group
Pine Ridge Advisers LLC
Flower City Capital
Royal Bank Of Canada
NorthLanding Financial Partners, LLC
Silvercrest Asset Management Group Llc
Ankerstar Wealth, LLC
MCF Advisors LLC
Jpmorgan Chase & Co
Cherry Tree Wealth Management, LLC
Umb Bank N A/mo
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista