XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF - Net Long/Short Value

The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
US ˙ ARCA ˙ US81369Y2090

XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR 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)
SilverOak Wealth Management LLC
Fiduciary Planning LLC
Cozad Asset Management Inc
Nbt Bank N A /ny
USA Financial Portformulas Corp
Equitable Holdings, Inc.
O'shaughnessy Asset Management, Llc
Coyle Financial Counsel LLC
Mosaic Family Wealth Partners, Llc
LMR Partners LLP
Premier Path Wealth Partners, LLC
Barnes Dennig Private Wealth Management LLC
Dimension Capital Management Llc
Beutel, Goodman & Co Ltd.
Redhawk Wealth Advisors, Inc.
Heartwood Wealth Advisors LLC
Advisory Alpha, LLC
Capstone Wealth Management Group LLC
Roxbury Financial LLC
National Asset Management, Inc.
Ntv Asset Management Llc
SG Americas Securities, LLC
Roble, Belko & Company, Inc
Certified Advisory Corp
Maseco Llp
Cascades Capital Asset Management, LLC
Hansen & Associates Financial Group, Inc.
Members Wealth Llc
Prelude Capital Management, Llc
Centennial Bank/AR/
Hilltop Holdings Inc.
Plimoth Trust Co Llc
Barnes Pettey Financial Advisors, Llc
McGuire Investment Group, LLC
Cornerstone Wealth Management, LLC
Associated Banc-corp
3EDGE Asset Management, LP
Tolleson Wealth Management, Inc.
First Manhattan Co
New Wave Wealth Advisors Llc
Hardy Reed LLC
Strategic Investment Advisors / MI
American Financial Advisors, LLC
Bleakley Financial Group, LLC
Vermillion Wealth Management, Inc.
Wealthfront Advisers Llc
Tableaux Llc
First Bancorp, Inc /ME/
Sumitomo Mitsui DS Asset Management Company, Ltd
Brandywine Oak Private Wealth Llc
MidWestOne Financial Group, Inc.
Foundations Investment Advisors, LLC
Elm Partners Management LLC
Camelot Technology Advisors, Inc.
Arista Wealth Management, LLC
SeaBridge Investment Advisors LLC
Gateway Wealth Partners, LLC
TruWealth Advisors, LLC
Fairview Capital Investment Management, Llc
Capula Management Ltd
Whittier Trust Co
Strategic Advocates LLC
Edgestream Partners, L.P.
High Note Wealth, LLC
Amussen Hunsaker Associates Llc
Petredis Investment Advisors Llc
Natixis Advisors, L.p.
Kiley Juergens Wealth Management, Llc
Evolution Wealth Advisors, LLC
Asset Allocation Strategies LLC
Wood Tarver Financial Group, LLC
Beacon Investment Advisory Services, Inc.
Huntington National Bank
Brady Family Wealth, Llc
Walleye Trading LLC
City Holding Co
Bogart Wealth, LLC
RPG Investment Advisory, LLC
Team Financial Group, LLC
Fulcrum Capital LLC
Ameritas Investment Partners, Inc.
Banco BTG Pactual S.A.
Barnett & Company, Inc.
Summit Financial, LLC
Financial Advisory Corp /ut/ /adv
IFC Advisors LLC
Angeles Wealth Management, Llc
Hantz Financial Services, Inc.
Horizon Investments, LLC
U.S. Capital Wealth Advisors, LLC
AG Campbell Advisory, LLC
StrongBox Wealth, LLC
Dearborn Partners Llc
Pines Wealth Management, LLC
Kirtland Hills Capital Management, Llc
Louisbourg Investments Inc.
DSG Capital Advisors, LLC
Thompson Davis & Co., Inc.
Patrick M Sweeney & Associates, Inc
Cornerstone Wealth Group, LLC
Wealthspire Advisors, LLC
III Capital Management
Rothschild Investment Llc
Catalytic Wealth RIA, LLC
Cypress Capital Management LLC (WY)
EP Wealth Advisors, Inc.
Thomasville National Bank
Janus Henderson Group Plc
Baer Investment Advisory LLC
National Bank Of Canada /fi/
Matthew Goff Investment Advisor, LLC
Financial Freedom, LLC
Independence Wealth Advisors, LLC
Gsa Capital Partners Llp
Windsor Capital Management, LLC
Scarborough Advisors, LLC
Trilogy Capital Inc.
Investment Research & Advisory Group, Inc.
Rockbridge Investment Management, LCC
Bravera Wealth
FCG Investment Co
CENTRAL TRUST Co
Fiduciary Group LLC
Keudell/Morrison Wealth Management
MTM Investment Management, LLC
Stableford Capital Ii Llc
Deltec Asset Management Llc
Patten & Patten Inc/tn
Concurrent Investment Advisors, LLC
Peterson Wealth Services
Cape Investment Advisory, Inc.
Hm Payson & Co
CIBC Bancorp USA Inc.
MBA Advisors LLC
Tompkins Financial Corp
White Lighthouse Investment Management Inc.
Helium Advisors LLC
Phillips Financial Management, Llc
Resources Investment Advisors, LLC.
Acumen Wealth Advisors, LLC
Aprio Wealth Management, LLC
Webster Bank, N. A.
Affinity Wealth Management Llc
Hilton Head Capital Partners, LLC
HMV Wealth Advisors, LLC
Encore Global Management, LP
Colonial Trust Advisors
Bramshill Investments, LLC
First National Bank of Hutchinson
Curio Wealth, Llc
Busey Wealth Management
Pacific Financial Group Inc
Choate Investment Advisors
AA Financial Advisors, LLC
Gts Securities Llc
Joel Isaacson & Co., LLC
Tempo Wealth, LLC
SHP Wealth Management
Capital Advisor Network LLC
Hamilton Capital Partners, Llc
Venturi Wealth Management, LLC
SkyView Investment Advisors, LLC
Adviser Investments LLC
Financial Discovery Group Inc
Flow Traders U.s. Llc
Strengthening Families & Communities, LLC
New Millennium Group LLC
Strategic Blueprint, LLC
Simplicity Wealth,LLC
Pallas Capital Advisors LLC
AMG National Trust Bank
Ballast Advisors Llc
Parkside Investments, LLC
Gateway Investment Advisers Llc
Cushing Capital Partners, LLC
Penobscot Wealth Management
WealthCare Investment Partners, LLC
Evoke Wealth, Llc
Clark Financial Services Group Inc /bd
Acima Private Wealth, Llc
Woodmont Investment Counsel Llc
Legacy Capital Group California, Inc.
Second Line Capital, LLC
Raymond James Financial Inc
SP Asset Management LLC
Tidemark, LLC
West Michigan Advisors, Llc
Fiduciary Financial Group, Llc
MCF Advisors LLC
Global Trust Asset Management, LLC
CMG Global Holdings, LLC
OpenArc Corporate Advisory, LLC
SFG Wealth Management, LLC.
Heritage Wealth Management, Inc.
Core Wealth Partners LLC
Eldridge Investment Advisors, Inc.
Madison Wealth Partners, Inc
Silver Grove Financial Group, Inc.
Chatham Capital Group, Inc.
Sanchez Gaunt Capital Management, LLC
CMH Wealth Management LLC
Barrett & Company, Inc.
MONECO Advisors, LLC
Dunhill Financial, LLC
Deane Retirement Strategies, Inc.
Virtu Financial LLC
VisionPoint Advisory Group, LLC
Howe & Rusling Inc
Union Bancaire Privee, UBP SA
1 North Wealth Services Llc
Parsons Capital Management Inc/ri
Eqis Capital Management, Inc.
Spears Abacus Advisors LLC
Warren Averett Asset Management, LLC
Midwest Financial Group LLC
True Link Financial Advisors, LLC
Magnolia Capital Management Ltd
Kraematon Investment Advisors, Inc
My Personal CFO, LLC
Menora Mivtachim Holdings Ltd.
Ritter Daniher Financial Advisory LLC / DE
Schroder Investment Management Group
RMB Capital Management, LLC
Trust Co Of Oklahoma
Waterloo Capital, L.P.
Transcend Wealth Collective, Llc
Balentine LLC
Kingstone Capital Partners Texas, LLC
Oppenheimer & Co Inc
McAdam, LLC
Pacific Sun Financial Corp
Silver Coast Investments LLC
Bragg Financial Advisors, Inc
J.w. Cole Advisors, Inc.
NorthRock Partners, LLC
Tepp RIA, LLC
Imprint Wealth LLC
Florida Financial Advisors, Llc
Arvest Investments, Inc.
ARS Wealth Advisors Group, LLC
Stonebridge Financial Group, LLC
Pinnacle Wealth Planning Services, Inc.
GAMMA Investing LLC
L & S Advisors Inc
Investors Research Corp
Ethos Financial Group, LLC
one8zero8, LLC
Caldwell Trust Co
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
Envestnet Portfolio Solutions, Inc.
Mcguire Capital Advisors Inc
Peoples Financial Services Corp.
Creative Planning
Key Client Fiduciary Advisors, LLC
Td Private Client Wealth Llc
CRA Financial Services, LLC
Pettyjohn, Wood & White, Inc
Scotia Capital Inc.
Bolthouse Investments, LLC
Bank Hapoalim Bm
Cedar Wealth Management, LLC
Capital Insight Partners, Llc
Jordan Park Trust Co LLC
Sava Penzisko Drushtvo A.d. Skopje
Nomura Asset Management Co Ltd
Kestra Investment Management, LLC
Virginia Estate & Retirement Planning Advisors Inc.
Pilgrim Partners Asia Pte Ltd
Ledyard National Bank
Sender Co & Partners, Inc.
Rockingstone Advisors LLC
Northern Trust Corp
Farmers National Bank
Perkins Coie Trust Co
Childress Capital Advisors, Llc
NCP Inc.
Theory Financial Llc
Sharper & Granite LLC
Richard W. Paul & Associates, LLC
Valued Wealth Advisors LLC
Baker Avenue Asset Management, LP
Capstone Triton Financial Group, LLC
Financial Life Planners
Lloyd Advisory Services, LLC.
Capital Analysts, Inc.
Marshall Wace, Llp
Hazlett, Burt & Watson, Inc.
New Republic Capital, LLC
Daiwa Securities Group Inc.
Delta Asset Management Llc/tn
Objective Capital Management, LLC
Fell Capital Management /adv
January Capital Advisors LLC
Rialto Wealth Management, LLC
Covestor Ltd
Blue Fin Capital, Inc.
Gables Capital Management Inc.
Nalls Sherbakoff Group, Llc
Sofos Investments, Inc.
Mesirow Financial Investment Management, Inc.
Connective Portfolio Management, LLC
Wolff Wiese Magana Llc
Accel Wealth Management
Astra Wealth Partners LLC
Cowa, Llc
Chicago Wealth Management, Inc.
DHJJ Financial Advisors, Ltd.
Alpha Wealth Funds, LLC
Community Financial Services Group, LLC
Provident Wealth Management, LLC
IAG Wealth Partners, LLC
CVA Family Office, LLC
Umb Bank N A/mo
Barclays Plc
Horizon Financial Services, Llc
University Of Texas/texas Am Investment Managment Co
Founders Capital Management
Lodestar Private Asset Management Llc
Montag A & Associates Inc
Fortis Advisors, LLC
JTC Employer Solutions Trusteee Ltd
Keybank National Association/oh
Sandler Capital Management
Citizens National Bank Trust Department
Forum Finance Group S.A.
Banque Cantonale Vaudoise
DT Investment Partners, LLC
Avestar Capital, LLC
Wall Street Financial Group, Inc.
IMZ Advisory Inc
Journey Strategic Wealth Llc
Severin Investments, LLC
Deutsche Bank Ag\
Advisor Group Holdings, Inc.
Hobart Private Capital, LLC
Davis Capital Management
Symmetry Partners, LLC
Cavalier Investments, LLC
V2 Financial group LLC
Milestone Asset Management, Llc
Weatherly Asset Management L. P.
Jane Street Group, Llc
HighMark Wealth Management LLC
ORG Wealth Partners, LLC
Winthrop Capital Management, LLC
Tiaa-cref Individual & Institutional Services, Llc
Sentinus, LLC
Cornerstone National Bank & Trust Co
Monetary Solutions, Ltd
Verus Capital Partners, Llc
McHugh Group, LLC
Reuter James Wealth Management, Llc
Pathstone Holdings, LLC
GenTrust, LLC
Symphony Financial Services, Inc.
Polaris Investment Advisors, LLC
Rockland Trust Co
Russell Investments Group, Ltd.
Merkkuri Wealth Advisors LLC
Sfmg, Llc
Wagner Wealth Management, Llc
Pettinga Financial Advisors, LLC
CAPROCK Group, Inc.
WESPAC Advisors SoCal, LLC
RDA Financial Network
Park Place Capital Corp
Vanguard National Trust Co
Wolverine Asset Management Llc
D.a. Davidson & Co.
Twin Tree Management, LP
Private Trust Co Na
Brave Asset Management Inc
Collaborative Wealth Managment Inc.
TIAA Wealth Investment Management LLC
Prime Capital Investment Advisors, LLC
Mackenzie Financial Corp
Ashton Thomas Private Wealth, LLC
Fifth Third Bancorp
Millennium Management Llc
Nan Shan Life Insurance Co., Ltd.
Gallagher Fiduciary Advisors, LLC
Intrepid Financial Planning Group LLC
Berger Financial Group, Inc
Rebalance, Llc
Bfsg, Llc
Citigroup Inc
LPL Financial LLC
LexAurum Advisors, LLC
Oakworth Capital, Inc.
Axim Planning & Wealth
17 Capital Partners, Llc
Asset One Wealth Management LLC
Verity Asset Management, Inc.
JustInvest LLC
Perfromance Wealth Partners, LLC
Sierra Capital LLC
Legacy Advisors, LLC
CIBC Private Wealth Group, LLC
Swmg, Llc
KPP Advisory Services LLC
Everstar Asset Management, LLC
First Interstate Bank
Trust Co
Donaldson Capital Management, Llc
HCR Wealth Advisors
Chesapeake Wealth Management
Investors Portfolio Services LLC
Affiance Financial, LLC
Knuff & Co LLC
Signature Resources Capital Management, LLC
Corsicana & Co.
Morton Community Bank
Stillwater Capital Advisors, LLC
Tannin Capital LLC
Gilliland Jeter Wealth Management LLC
Modern Wealth Management, LLC
Pasadena Private Wealth, LLC
Aster Capital Management (DIFC) Ltd
German American Bancorp, Inc.
Fiduciary Alliance LLC
James Investment Research Inc
Garden State Investment Advisory Services LLC
Cornerstone Planning Group LLC
Private Wealth Advisors, LLC
Burk Holdings LLC
Birchbrook, Inc.
Pinnacle Bancorp, Inc.
Jackson Square Capital, Llc
Basso Capital Management, L.p.
Salomon & Ludwin, LLC
Tocqueville Asset Management L.p.
E&G Advisors, LP
Essex Financial Services, Inc.
Compass Financial Group, Inc. (Ohio)
PFS Partners, LLC
Signaturefd, Llc
Agate Pass Investment Management, LLC
United Community Bank
Squarepoint Ops LLC
Sanctuary Advisors, LLC
Mirae Asset Global Investments Co., Ltd.
Evergreen Capital Management Llc
Jfs Wealth Advisors, Llc
Tenzing Financial LLC
Signet Financial Management, Llc
Symmetry Investments LP
Phillips Wealth Planners LLC
Edge Wealth Management LLC
Geneos Wealth Management Inc.
Investment Planning Advisors, Inc.
First American Trust, Fsb
Cresta Advisors, Ltd.
Vaughan David Investments Inc/il
COFG Advisors, LLC
AE Wealth Management LLC
Vertex Planning Partners, LLC
Sagespring Wealth Partners, Llc
WESPAC Advisors, LLC
Contravisory Investment Management, Inc.
WP Advisors, LLC
H&H Retirement Design & Management INC
Panoramic Investment Advisors, Llc
PFG Investments, LLC
South Plains Financial, Inc.
Goelzer Investment Management, Inc.
Boreal Capital Management LLC
Two Sigma Investments, Lp
Global Wealth Strategies & Associates
Millstone Evans Group, LLC
FSM Wealth Advisors, LLC
Perigon Wealth Management, LLC
Archford Capital Strategies, LLC
UBS Group AG
Berbice Capital Management LLC
Financial Perspectives, Inc
One Charles Private Wealth Services, LLC
Redwood Park Advisors LLC
Wedbush Securities Inc
Cassaday & Co Wealth Management LLC
Gladstone Institutional Advisory LLC
City Center Advisors, LLC
Ameriprise Financial Inc
WealthPLAN Partners, LLC
Moisand Fitzgerald Tamayo, LLC
Salem Investment Counselors Inc
Smith, Moore & Co.
XY Planning Network, Inc.
Pacific Wealth Strategies Group, Inc.
AdvisorNet Financial, Inc
Fulcrum Equity Management
Pacific Center for Financial Services
BlueSky Wealth Advisors, LLC
Kayne Anderson Rudnick Investment Management Llc
Cedar Mountain Advisors, LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Foronjy Financial Llc
Investment Partners Asset Management, Inc.
Integrity Financial Corp /WA
Grimes & Company, Inc.
Aberdeen Wealth Management LLC
DecisionPoint Financial, LLC
Brown, Lisle/cummings, Inc.
Cary Street Partners Financial Llc
Samara Investment Management, LLC
Botty Investors LLC
Adams Diversified Equity Fund, Inc.
Maltin Wealth Management, Inc.
Jones Financial Companies Lllp
Private Wealth Partners, LLC
Visionary Wealth Advisors
Osbon Capital Management Llc
Y-Intercept (Hong Kong) Ltd
Invst, LLC
Mechanics Bank Trust Department
Gunpowder Capital Management, LLC dba Oliver Wealth Management
DDD Partners, LLC
Paragon Capital Management Inc
Managed Asset Portfolios, Llc
LM Advisors LLC
Beaumont Financial Advisors, LLC
Cvfg Llc
McKinley Carter Wealth Services, Inc.
International Assets Investment Management, Llc
Greenwood Gearhart Inc
Blue Chip Partners, Inc.
Z3 Capital Partners, LLC
Autumn Glory Partners, LLC
Peapack Gladstone Financial Corp
Blair William & Co/il
Columbus Macro, LLC
Whittier Trust Co Of Nevada Inc
Interchange Capital Partners, LLC
Archetype Wealth Partners
Axiom Investment Management LLC
Verition Fund Management LLC
Nbc Securities, Inc.
Clearview Wealth Management LLC
Titleist Asset Management, Llc
Access Financial Services, Inc.
Private Wealth Asset Management, LLC
United Advisor Group, LLC
Leo Wealth, LLC
Commerce Bank
Pacitti Group Inc.
Seven Springs Wealth Group, LLC
Quest Investment Management Llc
Aurora Private Wealth, Inc.
Focused Wealth Management, Inc
Old Second National Bank Of Aurora
Savant Capital, LLC
Argent Trust Co
Vise Technologies, Inc.
Pictet North America Advisors SA
Regal Investment Advisors LLC
Aspire Capital Advisors LLC
Shulman DeMeo Asset Management LLC
Sequoia Financial Advisors, LLC
Activest Wealth Management
Monetary Management Group Inc
Money Concepts Capital Corp
Maxele Advisors, LLC
Jacobs Equity LLC
Forum Financial Management, LP
Capstone Investment Advisors, Llc
Kohmann Bosshard Financial Services, LLC
MidFirst Bank
Atlanta Consulting Group Advisors, LLC
Kestra Advisory Services, LLC
Ameriflex Group, Inc.
Toroso Investments, LLC
Stonebridge Financial Planning Group, LLC
IHT Wealth Management, LLC
Frisch Financial Group, Inc.
Qrg Capital Management, Inc.
Canton Hathaway, LLC
Two West Capital Advisors LLC
Evelyn Partners Asset Management Ltd
Lynch & Associates/in
Sound Income Strategies, LLC
Advanced Asset Management Advisors Inc
Hudock, Inc.
First Financial Bankshares Inc
Sigma Investment Counselors Inc
Amplius Wealth Advisors, LLC
Syon Capital Llc
Kwmg, Llc
Front Row Advisors LLC
Keystone Financial Group
Badgley Phelps Wealth Managers, LLC
Smith, Salley & Associates
Capital Fund Management S.a.
First Citizens Financial Corp
Red Door Wealth Management, LLC
Cullen Capital Management, LLC
Betterment LLC
Wetzel Investment Advisors, Inc.
Intellectus Partners, LLC
Fund Advisors of America Inc/FL
Coastal Bridge Advisors, LLC
Joseph Group Capital Management
Mission Financial Group, LLC
UNIVEST FINANCIAL Corp
Silphium Asset Management Ltd
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Bedell Frazier Investment Counseling, LLC
Migdal Insurance & Financial Holdings Ltd.
Ayalon Holdings Ltd.
McIlrath & Eck, LLC
Means Investment Co., Inc.
Everest Financial Group LLC
Heirloom Wealth Management
Winch Advisory Services, LLC
Grantvest Financial Group LLC
Johnson Investment Counsel Inc
Philadelphia Investment Partners, LLC
Tennessee Valley Asset Management Partners
Tradition Wealth Management, LLC
RiverFront Investment Group, LLC
Independence Bank of Kentucky
Greenwich Wealth Management LLC
Anfield Capital Management, LLC
Herbst Group, Llc
Summa Corp.
Trust Co Of Vermont
TCG Advisory Services, LLC
Auxano Advisors, LLC
Harrell Investment Partners, Llc
CWM Advisors, LLC
Sig Brokerage, Lp
Peak Retirement Planning, Inc.
Signal Advisors Wealth, LLC
Fairvoy Private Wealth, LLC
Embree Financial Group
Caitlin John, LLC
Stone Point Wealth LLC
National Philanthropic Trust
Ausdal Financial Partners, Inc.
Wellington Management Group Llp
RFG Advisory, LLC
Whitener Capital Management, Inc.
Innealta Capital, Llc
Institute for Wealth Management, LLC.
Econ Financial Services Corp
Cranbrook Wealth Management, LLC
Archer Investment Corp
Family Management Corp
Purpose Unlimited Inc.
Narus Financial Partners, LLC
Quotient Wealth Partners, LLC
Advyzon Investment Management, LLC
Adams Wealth Management
Vantage Financial Partners, LLC
Private Wealth Management Group, LLC
Susquehanna International Group, Llp
B&D White Capital Company, LLC
KERR FINANCIAL PLANNING Corp
Intrepid Capital Management Inc
Trust Co Of Virginia /va
Tradewinds Capital Management, LLC
Logan Stone Capital, LLC
Marble Wealth, LLC
Kilter Group LLC
Bulwark Capital Corp
Gleason Group, Inc.
Perennial Investment Advisors, LLC
Stone Wealth Partners
HighPoint Advisor Group LLC
Analyst IMS Investment Management Services Ltd.
WNY Asset Management, LLC
Iowa State Bank
Galvin, Gaustad & Stein, LLC
Strategic Advisors LLC
Essex Savings Bank
Fragasso Group Inc.
Pursuit Wealth Strategies, Llc
FRG Family Wealth Advisors LLC
Arete Wealth Advisors, LLC
Clark Wealth Partners
Fmr Llc
GeoWealth Management, LLC
RPg Family Wealth Advisory, LLC
New England Capital Financial Advisors LLC
Parvin Asset Management, LLC
Insigneo Advisory Services, Llc
Thrive Capital Management, LLC
J. Goldman & Co LP
Lifeworks Advisors, LLC
Adamsbrown Wealth Consultants Llc
Purkiss Capital Advisors LLC
Matrix Private Capital Group Llc
Captrust Financial Advisors
Moody Lynn & Lieberson, Llc
Slow Capital, Inc.
Turning Point Benefit Group, Inc.
Provenance Wealth Advisors, LLC
Belpointe Asset Management LLC
Tranquility Partners, LLC
Wealth Advisory Solutions, LLC
Bank of New Hampshire
Harbor Investment Advisory, Llc
AlphaStar Capital Management, LLC
Forefront Wealth Partners, LLC
Keystone Global Partners, LLC
Northern Oak Wealth Management Inc
Cerity Partners LLC
Wharton Business Group, LLC
Operose Advisors LLC
Gamco Investors, Inc. Et Al
SRS Capital Advisors, Inc.
BCS Wealth Management
Sankala Group LLC
Quantbot Technologies LP
Goldman Sachs Group Inc
Element Pointe Advisors, Llc
Avalon Trust Co
Hexagon Capital Partners LLC
First Long Island Investors, LLC
Park Avenue Securities Llc
Cypress Wealth Services, LLC
Grove Bank & Trust
CIBC World Markets Inc.
Waterfront Wealth Inc.
Bank of Marin
Lighthouse Financial Services Inc /adv
Capstone Financial Advisors, Inc.
Peak6 Llc
O'ROURKE & COMPANY, Inc
Level Four Advisory Services, Llc
Midwest Trust Co
Copia Wealth Management
Investors Asset Management Of Georgia Inc /ga/ /adv
NewEdge Wealth, LLC
Lmcg Investments, Llc
Rosenberg Matthew Hamilton
XTX Topco Ltd
Highline Wealth Partners Llc
Total Wealth Planning & Management, Inc.
Liberty One Investment Management, Llc
Mv Capital Management, Inc.
Dynamic Wealth Strategies, LLC
Trust Co Of Toledo Na /oh/
Verdence Capital Advisors LLC
Able Wealth Management LLC
Signature Securities Group Corporation
Miller Investment Management, LP
Piscataqua Savings Bank
Truist Financial Corp
St Germain D J Co Inc
Nicolet Bankshares Inc
Meridian Investment Counsel Inc.
Banco Santander, S.A.
Keel Point, LLC
Mather Group, Llc.
Smartleaf Asset Management LLC
SCS Capital Management LLC
Brown Advisory Inc
United Capital Financial Advisers, Llc
tru Independence LLC
Warren Street Wealth Advisors, LLC
Innovative Asset Advisors Group, LLC
FLC Capital Advisors
Glenmede Trust Co Na
Wick Capital Partners, LLC
Invera Wealth Advisors, LLC
Clarity Financial LLC
Aqr Capital Management Llc
Hickory Point Bank & Trust
Gotham Asset Management, LLC
Bessemer Group Inc
Es4, Llc
MSH Capital Advisors LLC
First International Bank of Israel Ltd.
Per Stirling Capital Management, LLC.
Chris Bulman Inc
Regent Peak Wealth Advisors LLC
BLB&B Advisors, LLC
Asset Advisors Investment Management, LLC
Vicus Capital
Kuhn & Co Investment Counsel
Rise Advisors, LLC
Martin & Co Inc /tn/
Pure Financial Advisors, Inc.
Hillcrest Wealth Advisors - NY, LLC
Blume Capital Management, Inc.
M3 Advisory Group, LLC
Toth Financial Advisory Corp
Capital & Planning, Llc
Montis Financial, LLC
Westside Investment Management, Inc.
MBE Wealth Management, LLC
Annex Advisory Services, LLC
Fortem Financial Group, Llc
Beta Wealth Group, Inc.
Signature Estate & Investment Advisors Llc
Leigh Baldwin & Co., Llc
W.G. Shaheen & Associates DBA Whitney & Co
Orleans Capital Management Corp/la
Integral Investment Advisors, Inc.
Victory Financial Group, Llc
Elevatus Welath Management
Allen Capital Group, LLC
Register Financial Advisors LLC
Haverford Trust Co
Steel Peak Wealth Management LLC
United Bank
Bartlett & Co. Wealth Management Llc
VCI Wealth Management LLC
Hamilton Point Investment Advisors, LLC
Gallacher Capital Management LLC
Bailard, Inc.
Moors & Cabot, Inc.
Commonwealth Equity Services, Llc
Aptus Capital Advisors, LLC
Wbh Advisory Inc
Kaydan Wealth Management, Inc.
Centaurus Financial, Inc.
Providence First Trust Co
Wealth Enhancement Trust Services, Inc.
Private Management Group Inc
Facet Wealth, Inc.
Allen Wealth Management, Llc
Ellis Investment Partners, LLC
SmartHarvest Portfolios, LLC
Pin Oak Investment Advisors Inc
1st Source Bank
Point72 Asset Management, L.P.
TrustBank
WPG Advisers, LLC
Compass Wealth Management, LLC/GA
Coastal Investment Advisors, Inc.
State Of Michigan Retirement System
Buckingham Strategic Partners
Granite Bay Wealth Management, LLC
Hartford Financial Management Inc.
Trifecta Capital Advisors, LLC
Advisors Capital Management, LLC
Richardson Financial Services Inc.
CWA Asset Management Group, LLC
Forbes J M & Co Llp
Cercano Management LLC
Vickerman Investment Advisors, Inc.
Accredited Investor Services, Llc
Richmond Investment Services, LLC
Victory Capital Management Inc
Weiss Asset Management LP
Balboa Wealth Partners
Turtle Creek Wealth Advisors, LLC
Flavin Financial Services, Inc.
Neuberger Berman Group LLC
Clear Street Group Inc.
Valley National Advisers Inc
Moment Partners, LLC
Noesis Capital Mangement Corp
Entelevest, LLC
Round Rock Advisors, LLC
Stirlingshire Investments, Inc.
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Thompson Siegel & Walmsley Llc
BTG Pactual Asset Management US LLC
RMR Wealth Builders
Jacobi Capital Management LLC
Inscription Capital, LLC
Tsfg, Llc
RWM Asset Management, LLC
Stephenson National Bank & Trust
Colony Group, LLC
Freestone Capital Holdings, LLC
Larson Financial Group LLC
Jefferies Financial Group Inc.
Koshinski Asset Management, Inc.
WestEnd Advisors, LLC
Palumbo Wealth Management LLC
Smithfield Trust Co
Quantinno Capital Management LP
Dagco, Inc.
Passaic Partners LLC
Janney Capital Management LLC
Doliver Advisors, Lp
Reyes Financial Architecture, Inc.
StoneX Group Inc.
Sepio Capital, LP
Johnson Financial Group, Inc.
Keystone Financial Group, Inc.
Wsfs Capital Management, Llc
Directional Asset Management
Navis Wealth Advisors, LLC
Equitable Trust Co
Park Square Financial Group, LLC
Bensler, LLC
Fountainhead AM, LLC
Niles Investment Management, LLC
Capital Management Associates, Inc
Parallel Advisors, LLC
TCP Asset Management, LLC
Massmutual Trust Co Fsb/adv
Oxford Financial Group Ltd
Sentinel Trust Co Lba
Rakuten Securities, Inc.
SOA Wealth Advisors, LLC.
Citadel Advisors Llc
Balyasny Asset Management Llc
VestGen Advisors, LLC
Swan Global Investments, LLC
MGB Wealth Management, LLC
Kingdom Financial Group LLC.
Mark Sheptoff Financial Planning, Llc
Birinyi Associates Inc
BW Gestao de Investimentos Ltda.
Jackson Hole Capital Partners, LLC
Thoroughbred Financial Services, Llc
Wealth Architects, LLC
Sapient Capital Llc
Flagship Capital Management Inc.
WJ Financial Advisors LLC
Compagnie Lombard Odier SCmA
One Capital Management, LLC
Northbridge Financial Group, Llc
Stelac Advisory Services LLC
Retirement Planning Group
Prosperity Consulting Group, LLC
Renaissance Technologies Llc
Sequent Planning LLC
Platform Technology Partners
King Luther Capital Management Corp
Byrne Asset Management LLC
Capitol Family Office, Inc.
WealthTrust Axiom LLC
Keating Financial Advisory Services, Inc.
Chilton Capital Management Llc
High Point Wealth Management, LLC
DV Trading LLC
Charles Schwab Investment Management Inc
Fairscale Capital, LLC
Tucker Asset Management Llc
Pioneer Family Office, LLC
Atticus Wealth Management, Llc
Kennicott Capital Management Llc
Farmers & Merchants Investments Inc
Independent Advisor Alliance
Seacrest Wealth Management, Llc
Bank Julius Baer & Co. Ltd, Zurich
Murphy & Mullick Capital Management Corp
Saiph Capital, LLC
Lee Johnson Capital Management, Llc
MKT Advisors LLC
Alps Advisors Inc
Graham Capital Management, L.P.
Beech Hill Advisors, Inc.
Tyche Wealth Partners LLC
Tamar Securities, LLC
Mpwm Advisory Solutions, Llc
Evelyn Partners Investment Management (Europe) Ltd
Exchange Traded Concepts, Llc
Spinnaker Investment Group, LLC
FinArc Investments, Inc.
N.E.W. Advisory Services LLC
SBI Securities Co., Ltd.
Bangor Savings Bank
WMS Group LLC
Integrated Advisors Network LLC
Strait & Sound Wealth Management LLC
Boston Private Wealth Llc
Spartan Wealth Advisory Services LLC
Addison Advisors LLC
BRYN MAWR TRUST Co
State Street Corp
West Financial Advisors, LLC
Burke & Herbert Bank & Trust Co
Karnit Road Accident Victims Compensation Fund
Hanson & Doremus Investment Management
BIP Wealth, LLC
Ashton Thomas Securities, Llc
TD Capital Management LLC
Armis Advisers, LLC
Cambridge Investment Research Advisors, Inc.
Odyssey Capital Advisors, Inc.
Carnegie Capital Asset Management, LLC
Thor Trading Advisors, Llc
SageGuard Financial Group, LLC
Black Diamond Financial, LLC
Apollon Financial, LLC
ESG Planning
Lodestone Wealth Management LLC
Smith Chas P & Associates Pa Cpas
Sage Capital Management, LLC
Financial Avengers, Inc.
Freestone Grove Partners LP
Smith Asset Management Co., LLC
Sound View Wealth Advisors Group, LLC
Aventus Investment Advisors, Inc.
Banco Bilbao Vizcaya Argentaria, S.a.
Millennium Capital Advisors, LLC
Luminist Capital LLC
Steigerwald, Gordon & Koch Inc.
Laraway Financial Inc
WealthTrust Asset Management, LLC
STAR Financial Bank
Jaffetilchin Investment Partners, LLC
Sheets Smith Wealth Management
Farmers & Merchants Trust Co of Chambersburg PA
Capital Advisors, Ltd. LLC
Icon Wealth Advisors, LLC
Kovack Advisors, Inc.
CacheTech Inc.
Fortis Group Advisors, LLC
BOK Financial Private Wealth, Inc.
Insight Wealth Partners, LLC
Teamwork Financial Advisors, LLC
Abbot Financial Management, Inc.
Principle Wealth Partners Llc
Novare Capital Management Llc
Lynx Investment Advisory
CWC Advisors, LLC.
Intrua Financial, LLC
Yelin Lapidot Holdings Management Ltd.
D.B. Root & Company, LLC
Rehmann Capital Advisory Group
Fifth Third Wealth Advisors LLC
Quantitative Investment Management, LLC
Valeo Financial Advisors, LLC
Cove Private Wealth, LLC
Carret Asset Management, Llc
Madison Park Capital Advisors, LLC
Gilpin Wealth Management, Llc
Guardian Wealth Advisors, Llc / Nc
UMA Financial Services, Inc.
Ally Invest Advisors Inc.
City State Bank
Change Path, LLC
Heritage Wealth Advisors
Beacon Pointe Advisors, LLC
West Chester Capital Advisors, Inc
Ameraudi Asset Management, Inc.
Beaton Management Co. Inc.
Crestwood Advisors Group LLC
Luken Investment Analytics, LLC
First Community Trust Na
Clear Creek Financial Management, LLC
Capital Investment Counsel, LLC
Vident Advisory, LLC
Napier Financial, LLC
PW Nova Financial Services LLC
HBK Sorce Advisory LLC
Burling Wealth Partners, Llc
Janney Montgomery Scott LLC
Blue Bell Private Wealth Management, Llc
Lake Street Financial Llc
Brindle & Bay Financial Advisors, LLC
Valmark Advisers, Inc.
Orion Capital Management LLC
Elk River Wealth Management, LLC
Golden State Equity Partners
Hollencrest Capital Management
Delta Capital Management Llc
Milestones Private Investment Advisors LLC
Stonebrook Private Inc.
PFG Advisors
First PREMIER Bank
Wealth Enhancement Advisory Services, Llc
Dodds Wealth, LLC
Empirical Asset Management, LLC
Hills Bank & Trust Co
Fearless Solutions, LLC dba Best Invest
Nova Wealth Management, Inc.
Meitav Dash Investments Ltd
Roberts Wealth Advisors, LLC
First Heartland Consultants, Inc.
KG&L Capital Management,LLC
Eukles Asset Management
Strategy Asset Managers Llc
Lbmc Investment Advisors, Llc
Black Swift Group, LLC
Nissay Asset Management Corp /japan/ /adv
Quadcap Wealth Management, LLC
Serenity Investment Advisors
Empower Advisory Group, LLC
Independent Financial Group, Llc
Allen Investment Management LLC
Massachusetts Wealth Management
Sanibel Captiva Trust Company, Inc.
Mariner, LLC
Dakota Wealth Management
5th Street Advisors, LLC
M.e. Allison & Co., Inc.
Condor Capital Management
Crews Bank & Trust
Abound Wealth Management
IPG Investment Advisors LLC
Hilltop Wealth Advisors, Llc
Townsend Asset Management Corp /nc/ /adv
Evermay Wealth Management Llc
Prestige Wealth Management Group LLC
Collier Financial
Dorsey & Whitney Trust CO LLC
Green Harvest Asset Management LLC
Bellevue Asset Management, Llc
Stifel Financial Corp
Csenge Advisory Group
Jordan Park Group LLC
Spirepoint Private Client, Llc
Mission Wealth Management, Lp
Texas Yale Capital Corp.
Gerber Kawasaki Wealth & Investment Management
Disciplined Investors, L.L.C.
Bank Of Nova Scotia
Boltwood Capital Management
Advisor OS, LLC
Community Bank, N.A.
Main Management LLC
Alerus Financial Na
DAVENPORT & Co LLC
Prosperity Bancshares Inc
Shufro Rose & Co Llc
Jefferson Bridge Capital, LLC
Financial Advisory Service, Inc.
Procyon Private Wealth Partners, LLC
Next Capital Management LLC
PeakShares LLC
Pensionmark Financial Group, Llc
M&t Bank Corp
Narwhal Capital Management
Journey Advisory Group, LLC
Armstrong Advisory Group, Inc
KFA Private Wealth Group, LLC
Main Management ETF Advisors, LLC
Christensen, King & Associates Investment Services, Inc.
Lido Advisors, LLC
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
Nvwm, Llc
Cdm Financial Counseling Services, Inc.
Howard Capital Management Group, LLC
NCM Capital Management, LLC
Oppenheimer Asset Management Inc.
Essex LLC
Man Group plc
Markin Asset Management, LP
Peak Financial Management, Inc.
Sovran Advisors, LLC
WESCAP Management Group, Inc.
Coldstream Capital Management Inc
Bricktown Capital, LLC
AlphaCore Capital LLC
United Asset Strategies, Inc.
Comerica Bank
OMNI 360 Wealth, Inc.
Miracle Mile Advisors, LLC
Savvy Advisors, Inc.
Wellspring Financial Advisors, LLC
Calton & Associates, Inc.
Claris Financial LLC
WT Wealth Management
BKD Wealth Advisors, LLC
Clay Northam Wealth Management, LLC
Bonfire Financial
Saxon Interests, Inc.
Bollard Group LLC
Root Financial Partners, LLC
Stock Yards Bank & Trust Co
Anchor Investment Management, LLC
Spire Wealth Management
Volterra Technologies LP
Transamerica Financial Advisors, Inc.
Constitution Capital LLC
Bridgewater Advisors Inc.
Mutual Advisors, LLC
Wesbanco Bank Inc
Brinker Capital Investments, LLC
Calamos Wealth Management LLC
Aries Wealth Management
Quadrature Capital Ltd
Macroview Investment Management Llc
Perbak Capital Partners LLP
OneAscent Family Office, LLC
Bradley Foster & Sargent Inc/ct
Chicago Partners Investment Group LLC
Prosperity Wealth Management, Inc.
Channel Wealth Llc
Cwm, Llc
Kingsview Wealth Management, LLC
Financial Partners Group, Inc
Cypress Capital Group
SYM FINANCIAL Corp
Financial Engines Advisors L.L.C.
EFG International AG
Medallion Wealth Advisors, LLC
Diametric Capital, LP
Pinnacle Financial Group, LLC / IL
Walleye Capital LLC
Schmidt P J Investment Management Inc
Halbert Hargrove Global Advisors, Llc
Hudson Valley Investment Advisors Inc /adv
Private Advisor Group, LLC
Windsor Advisory Group, LLC
Bank Of Montreal /can/
Successful Portfolios LLC
Lpwm Llc
Morgan Stanley
Risk Paradigm Group, LLC
Monticello Wealth Management, Llc
Washington Growth Strategies Llc
Darden Wealth Group Inc
Flagship Private Wealth, LLC
Soundwatch Capital LLC
Natixis
Bernard Wealth Management Corp.
San Luis Wealth Advisors LLC
Nations Financial Group Inc, /ia/ /adv
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
Annis Gardner Whiting Capital Advisors, LLC
Syntax Research, Inc.
PlanVest Financial, Inc
FNY Investment Advisers, LLC
Hartland & Co., LLC
Financial & Tax Architects, LLC
Bank of Jackson Hole Trust
Fpc Investment Advisory, Inc.
Keebeck Wealth Management, LLC
Sachetta, LLC
Penobscot Investment Management Company, Inc.
Key FInancial Inc
Rice Partnership, LLC
Ssa Swiss Advisors Ag
Measured Risk Portfolios, Inc.
Pitcairn Wealth Advisors LLC
AlTi Global, Inc.
Stratos Wealth Partners, LTD.
Burns J W & Co Inc/ny
Fidelis Capital Partners, LLC
HORAN Wealth, LLC
Naples Global Advisors, Llc
Rockport Wealth LLC
Missouri Trust & Investment Co
Ameritas Advisory Services, LLC
Calamos Advisors LLC
Colonial Trust Co / SC
Beaird Harris Wealth Management, LLC
Oversea-Chinese Banking CORP Ltd
Diversify Wealth Management, Llc
Alteri Wealth LLC
Clarus Wealth Advisors
Legacy Wealth Managment, LLC/ID
Lvm Capital Management Ltd/mi
Gryphon Financial Partners LLC
Crescent Grove Advisors, LLC
Nomura Holdings Inc
Sawyer & Company, Inc
Krilogy Financial LLC
Comprehensive Financial Planning, Inc./PA
Pinnacle Financial Partners, Inc.
Waystone Advisors Llc
Mission Creek Capital Partners, Inc.
Ring Mountain Capital, LLC
Gr Financial Group, Llc
Rokos Capital Management LLP
Northwestern Mutual Wealth Management Co
Richard P Slaughter Associates Inc
Ramirez Asset Management, Inc.
HBW Advisory Services LLC
Chapin Davis, Inc.
Sun Group Wealth Partners
Peregrine Asset Advisers, Inc.
HighTower Advisors, LLC
F/M Investments LLC
Redwood Financial Network Corp
Regions Financial Corp
American Institute for Advanced Investment Management, LLP
LightSquare Wealth Management, LLC
Portfolio Resources Advisor Group, Inc.
AdvisorShares Investments LLC
Nelson Capital Management, LLC
Reliant Investment Partners, LLC
Youngs Advisory Group, Inc.
McMahon Financial Advisors, LLC
Twin Focus Capital Partners, Llc
Financial Advisory Corp
Zacks Investment Management
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Newbridge Financial Services Group, Inc.
Primoris Wealth Advisors, Llc
Oxler Private Wealth LLC
Bayban
Aventura Private Wealth, LLC
Sharkey, Howes & Javer
Bellwether Advisors, LLC
Shelton Capital Management
Nwam Llc
Pinnacle Associates Ltd
Patten Group, Inc.
Integrated Wealth Concepts LLC
APS Management Group, Inc.
Grant Street Asset Management, Inc.
Flagship Harbor Advisors, Llc
Golden State Wealth Management, LLC
BigSur Wealth Management LLC
Capital Investment Advisory Services, LLC
LOM Asset Management Ltd
Bowman & Co S.C.
Gray Private Wealth, LLC
Kanawha Capital Management Llc
Mmbg Investment Advisors Co.
Aspen Investment Management Inc
Resurgent Financial Advisors LLC
Arta Finance Wealth Management LLC
SILVER OAK SECURITIES, Inc
TD Waterhouse Canada Inc.
Sage Investment Advisers LLC
Gambit Capital Management, LLC
Arkadios Wealth Advisors
Camden Capital, LLC
True Wealth Design, LLC
MAI Capital Management
Elmwood Wealth Management, Inc.
Advocate Investing Services LLC
Nixon Peabody Trust Co
Indiana Trust & Investment Management CO
Flagship Wealth Advisors, Llc
CoreCap Advisors, LLC
Granite Harbor Advisors, Inc.
Caisse De Depot Et Placement Du Quebec
Cooksen Wealth, LLC
Occidental Asset Management, LLC
REDW Wealth LLC
PFM Health Sciences, LP
Straight Path Wealth Management
Glass Jacobson Investment Advisors llc
Ballentine Partners, LLC
Gratus Wealth Advisors, LLC
Kelly Financial Group Llc
Bullseye Investment Management, LLC
Fundamentun, Llc
Union Savings Bank
Atlantic Union Bankshares Corp
Ferguson Wellman Capital Management, Inc
Paragon Private Wealth Management, LLC
Delos Wealth Advisors, LLC
Kickstand Ventures, Llc.
Jackson, Grant Investment Advisers, Inc.
Two Sigma Securities, Llc
Inspire Advisors, LLC
Legacy Bridge, LLC
Pachira Investments Inc.
Atomi Financial Group, Inc.
Ieq Capital, Llc
Gwn Securities Inc.
Vision Retirement, LLC
Butensky & Cohen Financial Security, Inc
HTG Investment Advisors, Inc.
Main Street Financial Solutions, LLC
Weaver Consulting Group
C2C Wealth Management, LLC
Greykasell Wealth Strategies, Inc.
Picton Mahoney Asset Management
Atria Investments Llc
Pacifica Partners Inc.
Farther Finance Advisors, LLC
First Horizon Corp
Rossby Financial, LCC
Healthcare Of Ontario Pension Plan Trust Fund
Evercore Wealth Management, LLC
Investment Advisory Services Inc /tx /adv
Kagan Cocozza Asset Management
Arrowroot Family Office, LLC
Chevy Chase Trust Holdings, Inc.
Voya Financial Advisors, Inc.
Intesa Sanpaolo Wealth Management
Meridian Wealth Advisors, LLC
Franklin Resources Inc
Stephens Inc /ar/
Wilson & Boucher Capital Management, LLC
Consultiva Wealth Management, Corp.
Endeavor Private Wealth, Inc.
Strategic Wealth Partners, Ltd.
Olistico Wealth, LLC
Syntegra Private Wealth Group, LLC
Bay Rivers Group
Segall Bryant & Hamill, Llc
Magnus Financial Group LLC
Edmond De Rothschild Holding S.a.
RMG Wealth Management LLC
Federation des caisses Desjardins du Quebec
First National Bank Of Omaha
Meridian Wealth Management, LLC
First National Bank & Trust Co Of Newtown
Old National Bancorp /in/
AAFMAA Wealth Management & Trust LLC
Schwarz Dygos Wheeler Investment Advisors Llc
Potomac Fund Management Inc /adv
Thurston, Springer, Miller, Herd & Titak, Inc.
Credit Industriel Et Commercial
Riverpoint Wealth Management Holdings, LLC
Geometric Wealth Advisors
River Street Advisors LLC
Acorn Financial Advisory Services Inc /adv
Interactive Financial Advisors
Solstein Capital, LLC
Kozak & Associates, Inc.
Group One Trading, L.p.
Advisors Management Group Inc /adv
Tower Bridge Advisors
Castle Rock Wealth Management, LLC
Prospera Financial Services Inc
Phoenix Holdings Ltd.
Tudor Investment Corp Et Al
Biltmore Wealth Management, LLC
Legacy Financial Strategies, LLC
Proffitt & Goodson Inc
Denver Wealth Management, Inc.
Vivaldi Capital Management, LLC
Highland Capital Management, Llc
Cary Street Partner Investment Advisory Llc
First National Trust Co
Global View Capital Management LLC
Red Mountain Financial, LLC
TruNorth Capital Management, LLC
GFS Advisors, LLC
BankPlus Trust Department
Wiley Bros.-aintree Capital, Llc
Marion Wealth Management
Chemistry Wealth Management LLC
SkyOak Wealth, LLC
WASHINGTON TRUST Co
Milestone Asset Management Group, LLC
Clear Wave Wealth Management Llc
Moneta Group Investment Advisors Llc
Tandem Investment Partners LLC
SNS Financial Group, LLC
Avion Wealth
Silvercrest Asset Management Group Llc
Bank of New York Mellon Corp
Ipsen Advisor Group LLC
Assetmark, Inc
MontVue Capital Management, Inc.
Twin Peaks Wealth Advisors, LLC
Harwood Advisory Group, LLC
Vestmark Advisory Solutions, Inc.
Wealthgarden F.s. Llc
Allred Capital Management, LLC
Holos Integrated Wealth LLC
Fourth Dimension Wealth, LLC
Montecito Bank & Trust
Williams Jones Wealth Management, LLC.
SageView Advisory Group, LLC
Sand Hill Global Advisors, LLC
Cetera Investment Advisers
Global Retirement Partners, LLC
Agf Management Ltd
First United Bank Trust/
Soltis Investment Advisors LLC
North Star Investment Management Corp.
Gen-Wealth Partners Inc
Bulltick Wealth Management, LLC
Us Bancorp \de\
Courier Capital Llc
Dynamic Advisor Solutions LLC
Curat Global, LLC
Guyasuta Investment Advisors Inc
SMI Advisory Services, LLC
Crew Capital Management, Ltd.
Allianz Asset Management GmbH
J. Team Financial, Inc.
FineMark National Bank & Trust
Citizens Financial Group Inc/ri
ORG Partners LLC
Albion Financial Group /ut
BCJ Capital Management, LLC
Mill Creek Capital Advisors, LLC
Manchester Capital Management LLC
Resources Management Corp /ct/ /adv
Paragon Capital Management Ltd
IFP Advisors, Inc
Portland Financial Advisors Inc
Royal Bank Of Canada
Arrow Financial Corp
Red Crane Wealth Management, Llc
Miller Capital Partners, Inc.
Maridea Wealth Management LLC
Mercer Global Advisors Inc /adv
Prudent Investors Network
Coastline Trust Co
Alta Wealth Advisors LLC
Accredited Investors Inc.
Kcm Investment Advisors Llc
Novem Group
Acropolis Investment Management, LLC
Tiaa Trust, National Association
Baltimore-Washington Financial Advisors, Inc.
Jpmorgan Chase & Co
Horizon Family Wealth, Inc.
Cpwa, Llc
Elevation Advisory Partners LLC
Credit Agricole S A
CVS HEALTH Corp
Trust Point Inc.
GWM Advisors LLC
Harel Insurance Investments & Financial Services Ltd.
Finley Financial, LLC
Modera Wealth Management, LLC
Jump Financial, LLC
Campion Asset Management LLC
Integrity Alliance, Llc.
JNBA Financial Advisors
Brookwood Investment Group LLC
Conservest Capital Advisors, Inc.
4wealth Advisors, Inc.
Waldron Private Wealth LLC
Sincerus Advisory, LLC
Okabena Investment Services Inc
Triumph Capital Management
Thrivent Financial For Lutherans
Eastern Bank
Acorn Wealth Advisors, LLC
JBR Co Financial Management Inc
Baird Financial Group, Inc.
Empire Financial Management Company, LLC
IMG Wealth Management, Inc.
Burford Brothers, Inc.
Howland Capital Management Llc
Lebenthal Global Advisors, LLC
Wells Fargo & Company/mn
Paladin Advisory Group, LLC
Topsail Wealth Management, LLC
Southeast Asset Advisors Inc.
Armor Investment Advisors, LLC
Patriot Financial Group Insurance Agency, LLC
Modus Advisors, LLC
Castleark Management Llc
Private Capital Management, LLC
SJS Investment Consulting Inc.
Fairway Wealth LLC
Roman Butler Fullerton & Co
Colton Groome Financial Advisors, Llc
Knollwood Investment Advisory, LLC
Everett Harris & Co /ca/
IMA Wealth, Inc.
Allworth Financial LP
Summit Wealth Partners, LLC
CI Private Wealth, LLC
Pine Valley Investments Ltd Liability Co
Chemung Canal Trust Co
Alphadyne Asset Management, LLC
Ubs Asset Management Americas Inc
Richards, Merrill & Peterson, Inc.
Kestra Private Wealth Services, Llc
Synergy Investment Management, LLC
Trask Adam Roland
Vestor Capital, Llc
Hoey Investments, Inc
Ogorek Anthony Joseph /ny/ /adv
Global Financial Private Client, LLC
Ulland Investment Advisors, LLC
Truvestments Capital Llc
Future Financial Wealth Managment LLC
Brown Brothers Harriman & Co
Cardiff Park Advisors, Llc
Plante Moran Financial Advisors, LLC
Harbour Investments, Inc.
One Day In July LLC
Gold Investment Management Ltd.
Hsbc Holdings Plc
Concentric Capital Strategies, LP
Benjamin Edwards Inc
Pinnacle Wealth Management Group, Inc.
Magnolia Capital Advisors Llc
Oak Harbor Wealth Partners, Llc
Sage Mountain Advisors LLC
Venture Visionary Partners LLC
Lazard Asset Management Llc
Raab & Moskowitz Asset Management LLC
Alpine Woods Capital Investors, Llc
Ankerstar Wealth, LLC
Pinnacle Wealth Management Advisory Group, LLC
Rockefeller Capital Management L.P.
Exencial Wealth Advisors, Llc
First Merchants Corp
Ingalls & Snyder Llc
First Pacific Financial
Apollon Wealth Management, LLC
Cresset Asset Management, LLC
Rothschild Capital Partners, LLC
Zullo Investment Group, Inc.
Tritonpoint Wealth, Llc
Wellington Grp LLC
Crewe Advisors LLC
Guardian Partners Inc.
SOUTH STATE Corp
Founders Financial Alliance, LLC
Eagle Wealth Strategies Llc
GM Advisory Group, Inc.
MainStreet Investment Advisors LLC
Mount Yale Investment Advisors, LLC
Hyundai Investments Co., Ltd.
Ritholtz Wealth Management
Makena Capital Management Llc
Juno Financial Group LLC
World Equity Group, Inc.
Signature Equity Partners, LLC
Alpha Cubed Investments, LLC
Allspring Global Investments Holdings, LLC
Castle Wealth Management Llc
Coordinated Financial Services, Inc.
Kingswood Wealth Advisors, Llc
Measured Wealth Private Client Group, LLC
First Trust Advisors Lp
Mezzasalma Advisors, LLC
Benedict Financial Advisors Inc
Pnc Financial Services Group, Inc.
Hurley Capital, LLC
Obermeyer Wood Investment Counsel, Lllp
Sovereign Financial Group, Inc.
Charter Trust Co
WealthCollab, LLC
Tower Research Capital LLC (TRC)
Romano Brothers And Company
Simmons Bank
Nwi Management Lp
ARS Investment Partners, LLC
My Purposeful Wealth Corp.
Beaumont Capital Management, LLC
Capital Investment Advisors, LLC
Ballast Rock Private Wealth LLC
Bank Of America Corp /de/
ELCO Management Co., LLC
Breakwater Capital Group
Purewater Capital LLC
Meridian Financial, LLC
Banque Pictet & Cie Sa
Leuthold Group, Llc
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
SCP Investment, LP
RiverGlades Family Offices LLC
Asset Dedication, LLC
Quest 10 Wealth Builders, Inc.
TrueWealth Advisors, LLC
Talon Private Wealth, LLC
Hallmark Capital Management Inc
Value Investment Professionals, LLC
Glenview Trust Co
Brookstone Capital Management
Nemes Rush Group LLC
Robertson Stephens Wealth Management, LLC
Clare Market Investments LLC
National Wealth Management Group, LLC
New England Private Wealth Advisors LLC
Fullerton Fund Management Co Ltd
Graves-Light Private Wealth Management, Inc.
JM2 Capital Inc.
Traynor Capital Management, Inc.
Marco Investment Management Llc
Emerald Investment Partners, Llc
Stockman Wealth Management, Inc.
Putnam Fl Investment Management Co
Chapman Financial Group, Llc
Stratos Wealth Advisors, LLC
Sunbelt Securities, Inc.
180 Wealth Advisors, Llc
Pcg Asset Management, Llc
Quadrant Private Wealth Management, LLC
Tripletail Wealth Management, LLC
Wedmont Private Capital
Broyhill Asset Management
Western Wealth Management, LLC
Wealthedge Investment Advisors, Llc
Providence Capital Advisors, LLC
Envision Financial Planning, LLC
Cassady Wealth & Retirement Planning, LLC
GSB Wealth Management, LLC
Bokf, Na
Evolve Private Wealth, Llc
Crumly & Associates Inc.
Carr Financial Group Corp
Hrt Financial Lp
Ancora Advisors, LLC
Washington Trust Advisors, Inc.
Pacific Capital Wealth Advisors, Inc
Icapital Wealth Llc
Bright Futures Wealth Management, LLC.
Ascent Group, LLC
Marks Group Wealth Management, Inc
Pinney & Scofield, Inc.
American National Bank
Flywheel Private Wealth LLC
Prospect Financial Services LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
All Terrain Financial Advisors, LLC
Quattro Financial Advisors Llc
Peterson Wealth Management
Glen Eagle Advisors, LLC
Country Trust Bank
Atlas Capital Advisors Llc
Marex Group plc
Resolute Wealth Advisor, Inc.
Biondo Investment Advisors, LLC
Vontobel Holding Ltd.
Circle Wealth Management, LLC
Trueblood Wealth Management, LLC
NWF Advisory Services Inc.
Diligent Investors, LLC
Y.D. More Investments Ltd
Insight Wealth Strategies, LLC
New York Life Investment Management Llc
Versant Capital Management, Inc
Byrne Financial Freedom, Llc
Colony Family Offices, LLC
Simon Quick Advisors, Llc
Manhattan West Asset Management, LLC
Investor's Fiduciary Advisor Network, LLC
Merit Financial Group, LLC
Apella Capital, LLC
Balance Wealth, LLC
Key Capital Management, INC
Capital Investment Counsel, Inc
Councilmark Asset Management, LLC
FIL Ltd
Goodman Advisory Group, LLC
Hancock Whitney Corp
Cladis Investment Advisory, LLC
LVW Advisors, LLC
Advisory Resource Group
Qube Research & Technologies Ltd
Creative Financial Designs Inc /adv
Parallax Volatility Advisers, L.P.
Align Financial, LLC
Fluent Financial, LLC
Pittenger & Anderson Inc
Morton Brown Family Wealth, LLC
BlackRock, Inc.
Whalerock Point Partners, Llc
Strategic Financial Concepts, LLC
Mml Investors Services, Llc
Zrc Wealth Management, Llc
Ruggiero Investments, Inc.
Estate Counselors, LLC
Bouchey Financial Group Ltd
Founders Financial Securities Llc
Legacy Private Trust Co.
NorthAvenue LLC
Wealthcare Advisory Partners LLC
Laurel Oak Wealth Management, Llc
Strategic Advisory Partners, Llc
Ronald Blue Trust, Inc.
Vantus Wealth LLC
Silverlake Wealth Management Llc
Cdkv Holdings Llc
Eley Financial Management, Inc
Sigma Planning Corp
Avidian Wealth Solutions, LLC
Sequent Asset Management, LLC
Breakwater Investment Management
OneAscent Financial Services LLC
Lyell Wealth Management, Lp
Laurel Wealth Advisors LLC
Cullen/frost Bankers, Inc.
Rsm Us Wealth Management Llc
Milestone Investment Advisors LLC
Karpus Management, Inc.
Empowered Funds, LLC
Opinicus Capital, Inc.
Fifth Third Securities, Inc.
Caldwell Securities, Inc
Oakmont Advisory Group, LLC
DiNuzzo Private Wealth, Inc.
HB Wealth Management, LLC
Elevated Capital Advisors, LLC
Wealthbridge Capital Management, Llc
Sage Capital Advisors,llc
Lowe Brockenbrough & Co Inc
Beacon Bridge Wealth Partners, LLC
HHM Wealth Advisors, LLC
Strive Financial Group ,LLC
EPG Wealth Management LLC
Huntleigh Advisors, Inc.
Sowell Financial Services LLC
NFP Retirement, Inc.
Purus Wealth Management, LLC
Comprehensive Wealth Management, LLC
Snowden Capital Advisors LLC
Abound Financial, Llc
Adirondack Trust Co
Coastwise Capital Group, LLC
Patriot Investment Management Inc.
We Are One Seven, LLC
Fiduciary Trust Co
Stonehaven Wealth & Tax Solutions, Llc
Insight Advisors, LLC/ PA
Acorns Advisers, LLC
Clayton Financial Group LLC
Spinnaker Trust
Innova Wealth Partners
Revisor Wealth Management LLC
Steward Partners Investment Advisory, Llc
Blake Schutter Theil Wealth Advisors, LLC
Personal Cfo Solutions, Llc
FLP Wealth Management, LLC
Founders Grove Wealth Partners, Llc
Farmers Trust Co
Princeton Global Asset Management LLC
Envestnet Asset Management Inc
Joseph P. Lucia & Associates, LLC
Great Valley Advisor Group, Inc.
Shum Financial Group, Inc.
Global Endowment Management, LP
Cheviot Value Management, LLC
Stack Financial Management, Inc
Advisory Services Network, LLC
Perryman Financial Advisory Inc /ad
GPS Wealth Strategies Group, LLC
Cherry Tree Wealth Management, LLC
Lavelle Capital Lp
LS Investment Advisors, LLC
Samalin Investment Counsel, LLC
St. Johns Investment Management Company, LLC
EverSource Wealth Advisors, LLC
Summit Trail Advisors, Llc
Sherman Asset Management, Inc.
Focus Financial Network, Inc.
Biltmore Family Office, LLC
First Command Advisory Services, Inc.
Fisher Asset Management, LLC
Axxcess Wealth Management, Llc
Davis R M Inc
J.Safra Asset Management Corp
Bnp Paribas Arbitrage, Sa
Stone House Investment Management, LLC
SRB Corp
Central Bank & Trust Co
Clear Retirement Advice LLC
Duncker Streett & Co Inc
Principal Securities, Inc.
RTD Financial Advisors, Inc.
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
Connecticut Wealth Management, LLC
Mma Asset Management Llc
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Advisor Resource Council
Sfam, Llc
Cabana Llc
Morse Asset Management, Inc
Long Run Wealth Advisors, LLC
First Citizens Bank & Trust Co
Davy Global Fund Management Ltd
Costello Asset Management, INC
Snider Financial Group
Talisman Wealth Advisors LLC
Maven Securities LTD
Holistic Planning, LLC
CX Institutional
10Elms LLP
Alliancebernstein L.p.
First Financial Bank - Trust Division
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