CL:IWS / iShares Trust - iShares Russell Mid-Cap Value ETF - Net Long/Short Value

iShares Trust - iShares Russell Mid-Cap Value ETF
CL ˙ SNSE ˙ US4642874733
CL:IWS / iShares Trust - iShares Russell Mid-Cap Value ETF - Net Long/Short Value
Denne side viser netto-lange/korte værdiansættelser for hver institutionel besiddelse, der er rapporteret via 13F- eller NPORT-ansøgninger. For at beregne netto lang/kort værdi tilføjer vi egenkapitalværdien til værdien af call-optionen og trækker put-optionsværdien fra. Fonde, der rapporterer korte lånte positioner, vil rapportere aktieværdier som negative. Lange nettopositioner vil have positive tal i kolonnen netto lange/korte, og korte nettopositioner vil have negative værdier i denne kolonne.
Ejer Egenkapitalværdi
($1000)
Opkaldsværdi
($1000)
Sæt værdi
($1000)
Netto Lang/Kort
($1000)
R.H. Investment Group, LLC
one8zero8, LLC
BRYN MAWR TRUST Co
Gen-Wealth Partners Inc
Affinity Capital Advisors, LLC
Next Capital Management LLC
Rialto Wealth Management, LLC
Brookstone Capital Management
Montecito Bank & Trust
Tsfg, Llc
Diversify Wealth Management, Llc
BCS Wealth Management
Elm Partners Management LLC
Janney Montgomery Scott LLC
Duncker Streett & Co Inc
Smartleaf Asset Management LLC
Global Trust Wealth Management LLC
Lathrop Investment Management Corp
SkyOak Wealth, LLC
Sowell Financial Services LLC
Ronald Blue Trust, Inc.
First Horizon Corp
MSH Capital Advisors LLC
Trust Co Of Vermont
Sequoia Financial Advisors, LLC
Provenance Wealth Advisors, LLC
Fuller & Thaler Asset Management, Inc.
Cerity Partners LLC
Cherry Tree Wealth Management, LLC
UBS Group AG
Golden State Wealth Management, LLC
MRP Capital Investments, LLC
First Community Trust Na
Concurrent Investment Advisors, LLC
Hartland & Co., LLC
Glenview Trust Co
Key Capital Management, INC
Strategic Blueprint, LLC
Calamos Advisors LLC
Asset One Wealth Management LLC
Trifecta Capital Advisors, LLC
Callan Family Office, LLC
Nations Financial Group Inc, /ia/ /adv
Pacific Sun Financial Corp
Greenleaf Trust
Clarion Wealth Managment Partners, LLC
Paradigm Financial Partners, Llc
May Barnhard Investments LLC
Icon Wealth Advisors, LLC
Warwick Investment Management, Inc.
Finley Financial, LLC
Sofos Investments, Inc.
AdvisorNet Financial, Inc
Sterling Investment Counsel, LLC
Nova Wealth Management, Inc.
Joel Isaacson & Co., LLC
Ironwood Investment Counsel, LLC
Pinnacle Wealth Management Advisory Group, LLC
Conning Inc.
Captrust Financial Advisors
Tme Financial, Inc.
Tectonic Advisors Llc
PFG Advisors
River Wealth Advisors LLC
Oppenheimer & Co Inc
Foster & Motley Inc
BTC Capital Management, Inc.
Becker Capital Management Inc
Pinnacle Associates Ltd
Means Investment Co., Inc.
Merit Financial Group, LLC
First Hawaiian Bank
Stonebridge Financial Planning Group, LLC
Eight 31 Financial Llc
Glassman Wealth Services
Regimen Wealth, Llc
Synergy Investment Management, LLC
Vigil Wealth Management, LLC
Resources Investment Advisors, LLC.
Miracle Mile Advisors, LLC
Huntington National Bank
Stock Yards Bank & Trust Co
Stonebridge Financial Group, LLC / MO
DB Fitzpatrick & Co, Inc
Alpine Bank Wealth Management
BCGM Wealth Management, LLC
Calamos Wealth Management LLC
Vanguard National Trust Co
Lwm Advisors Inc
Van Den Berg Management I, Inc
Asset Management Group, Inc.
Strategic Wealth Partners, Ltd.
Risk Paradigm Group, LLC
United Capital Financial Advisers, Llc
Verdence Capital Advisors LLC
Oarsman Capital, Inc.
Avion Wealth
Trust Co Of Virginia /va
Nomura Asset Management Co Ltd
Daytona Street Capital LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
N.E.W. Advisory Services LLC
West Bancorporation Inc
Liberty Square Wealth Partners Llc
Elevation Wealth Management LLC
Pittenger & Anderson Inc
Global Wealth Management Investment Advisory, Inc.
K.J. Harrison & Partners Inc
NCM Capital Management, LLC
Pallas Capital Advisors LLC
Golden State Equity Partners
Zhang Financial LLC
Investmark Advisory Group LLC
Hamilton Point Investment Advisors, LLC
Nbc Securities, Inc.
Parvin Asset Management, LLC
Twin Peaks Wealth Advisors, LLC
Boston Private Wealth Llc
Prudential Financial Inc
ERTS Wealth Advisors, LLC
American National Bank
MidFirst Bank
Cambridge Investment Research Advisors, Inc.
Jacobs Equity LLC
StoneX Group Inc.
Strive Financial Group ,LLC
Buckingham Strategic Partners
Umb Bank N A/mo
Quaker Wealth Management, LLC
Park Avenue Securities Llc
SHP Wealth Management
Galvin, Gaustad & Stein, LLC
Q3 Asset Management
Empower Advisory Group, LLC
Reyes Financial Architecture, Inc.
Covenant Partners, LLC
Farmers Trust Co
Envestnet Asset Management Inc
Emerald Investment Partners, Llc
Parkside Financial Bank & Trust
Family Legacy, Inc.
Hsbc Holdings Plc
Pingora Partners LLC
Main Street Group, LTD
Fmr Llc
Keating Financial Advisory Services, Inc.
Oak Asset Management, LLC
Archer Investment Corp
HB Wealth Management, LLC
LBJ Family Wealth Advisors, Ltd.
CX Institutional
Enclave Advisors LLC
Bokf, Na
Ballast, Inc.
Russell Investments Group, Ltd.
Quadrant Capital Group Llc
Equitable Trust Co
Biltmore Family Office, LLC
Evergreen Wealth Solutions, LLC
Mycio Wealth Partners, Llc
Betterment LLC
Lawood & Co
Focus Financial Network, Inc.
Thompson Investment Management, Inc.
Planning Project LLC
Simmons Bank
Postrock Partners Llc
WealthPlan Investment Management, LLC
Red Tortoise LLC
Madison Wealth Partners, Inc
Glenmede Trust Co Na
Vantage Financial Partners, LLC
One Capital Management, LLC
Colonial Trust Co / SC
Avalon Trust Co
Glass Jacobson Investment Advisors llc
Green Harvest Asset Management LLC
Armstrong Advisory Group, Inc
Guardian Asset Advisors, LLC
Coston, McIsaac & Partners
Financial Consulate, Inc
Ballentine Partners, LLC
Motiv8 Investments LLC
Strategic Wealth Advisors LLC
Valeo Financial Advisors, LLC
Romano Brothers And Company
Port Capital LLC
St Germain D J Co Inc
Citadel Advisors Llc
Oak Harbor Wealth Partners, Llc
Blue Bell Private Wealth Management, Llc
American Wealth Advisors, LLC
Bailard, Inc.
Powell Investment Advisors, LLC
MONECO Advisors, LLC
National Philanthropic Trust
Mechanics Financial Corp
KERR FINANCIAL PLANNING Corp
Bridgewater Advisors Inc.
Financial Management Network Inc
Lee-Kelleher Wealth Management
Fiduciary Trust Co
Lowe Brockenbrough & Co Inc
Trilogy Capital Inc.
Signature Securities Group Corporation
Hara Capital LLC
City Holding Co
Cascade Financial Partners, LLC
Bridges Investment Management Inc
Larson Financial Group LLC
Principle Wealth Partners Llc
Cwm, Llc
Ameritas Advisory Services, LLC
Northern Lights Advisors, Inc.
Legacy Wealth Managment, LLC/ID
Taddei, Ludwig & Associates, Inc.
Argent Trust Co
Wealthfront Advisers Llc
Global Trust Asset Management, LLC
Sfam, Llc
Chelsea Counsel Co
Atomi Financial Group, Inc.
Riverview Trust Co
Kingdom Financial Group LLC.
Western Wealth Management, LLC
Susquehanna International Group, Llp
Meramec Financial Planners, LLC
Capital Group Private Client Services, Inc.
Independent Advisor Alliance
Crestwood Advisors Group LLC
Kelsey Financial, LLC
Mather Group, Llc.
Legacy Wealth Partners, LLC
Grove Bank & Trust
Kingswood Wealth Advisors, Llc
LongView Wealth Management
Bank Of Montreal /can/
REAP Financial Group, LLC
First Merchants Corp
Asset Dedication, LLC
Pathstone Holdings, LLC
Citigroup Inc
First Business Financial Services, Inc.
Neuberger Berman Group LLC
Copia Wealth Management
Bleakley Financial Group, LLC
Roman Butler Fullerton & Co
Financial Engines Advisors L.L.C.
Parcion Private Wealth LLC
Pacific Financial Group Inc
Rebalance, Llc
Missouri Trust & Investment Co
Fundamentun, Llc
Root Financial Partners, LLC
Allegheny Financial Group LTD
Sound View Wealth Advisors Group, LLC
Arcadia Wealth Management, LLC
Condor Capital Management
Allworth Financial LP
Great Valley Advisor Group, Inc.
SMART Wealth LLC
Bragg Financial Advisors, Inc
Rsm Us Wealth Management Llc
Summit Wealth Group Llc / Co
Linscomb & Williams, Inc.
Renasant Bank
Foster Victor Wealth Advisors, LLC
XML Financial, LLC
Koss-Olinger Consulting, LLC
Stephens Inc /ar/
Capital Performance Advisors Llp
SNS Financial Group, LLC
Monetary Management Group Inc
Bishop & Co Investment Management, LLC
Anderson Hoagland & Co
B.O.S.S. Retirement Advisors, LLC
Jackson, Grant Investment Advisers, Inc.
Horizon Investments, LLC
HBK Sorce Advisory LLC
Raymond James Financial Inc
Networth Advisors, LLC
Mml Investors Services, Llc
Ameriflex Group, Inc.
Triumph Capital Management
Avantax Planning Partners, Inc.
Activest Wealth Management
Commonwealth Equity Services, Llc
Retirement Income Solutions, Inc
Allen Investment Management LLC
Verum Partners LLC
Rothschild Investment Llc
Decker Retirement Planning Inc.
Eagle Strategies LLC
Nwam Llc
Legend Capital Advisors LLC
Jones Financial Companies Lllp
Addison Advisors LLC
Salem Investment Counselors Inc
Atlantic Trust, LLC
Prime Capital Investment Advisors, LLC
Private Wealth Asset Management, LLC
Ade, Llc
Sonata Capital Group Inc
Tower Research Capital LLC (TRC)
JP Wealth Management, Inc.
Sittner & Nelson, Llc
Argentarii, LLC
Daymark Wealth Partners, Llc
Phillips Financial Management, Llc
Ballew Advisors, Inc
Aptus Capital Advisors, LLC
Bellevue Asset Management, Llc
Level Four Advisory Services, Llc
Wescott Financial Advisory Group, LLC
High Note Wealth, LLC
Fragasso Group Inc.
BancorpSouth Bank
Inlight Wealth Management, LLC
Breakwater Investment Management
Centaurus Financial, Inc.
EP Wealth Advisors, Inc.
Baird Financial Group, Inc.
Provident Wealth Management, LLC
Abound Wealth Management
Mlp3, Llc
Farmers & Merchants Trust Co of Long Beach
Berkshire Bank
BHK Investment Advisors, LLC
Cornerstone Wealth Management, LLC
Quadcap Wealth Management, LLC
Nicolet Advisory Services, Llc
Appleton Partners Inc/ma
Cornerstone Planning Group LLC
Foundation Wealth Management, LLC
CIBC Private Wealth Group, LLC
First National Trust Co
Busey Wealth Management
Heritage Wealth Advisors
Y-Intercept (Hong Kong) Ltd
First Pacific Financial
Beacon Pointe Advisors, LLC
GLOBALT Investments LLC / GA
JMG Financial Group, Ltd.
Register Financial Advisors LLC
Asempa Wealth Advisors
Acima Private Wealth, Llc
Pflug Koory, LLC
Goelzer Investment Management, Inc.
Hancock Whitney Corp
Ritter Daniher Financial Advisory LLC / DE
Gallacher Capital Management LLC
Cornerstone Financial Management LLC
Burk Holdings LLC
Ipswich Investment Management Co., Inc.
VestGen Advisors, LLC
Washington Trust Bank
My Purposeful Wealth Corp.
Gryphon Financial Partners LLC
Jfs Wealth Advisors, Llc
Wsfs Capital Management, Llc
Lpwm Llc
Cetera Investment Advisers
Essex Financial Services, Inc.
U.S. Capital Wealth Advisors, LLC
Rossmore Private Capital
Stratos Wealth Partners, LTD.
West Michigan Advisors, Llc
Kestra Advisory Services, LLC
Kanawha Capital Management Llc
CVA Family Office, LLC
Mission Wealth Management, Lp
Trust Point Inc.
Smith & Howard Wealth Management, LLC
First Foundation Advisors
Sequent Asset Management, LLC
Oakworth Capital, Inc.
21 West Wealth Management LLC
NorthRock Partners, LLC
Private Trust Co Na
Greenup Street Wealth Management Llc
Moisand Fitzgerald Tamayo, LLC
Mv Capital Management, Inc.
Edgemoor Investment Advisors, Inc.
Rodgers & Associates, LTD
Cahaba Wealth Management, Inc.
NewEdge Wealth, LLC
Gill Capital Partners, Llc
Johnson Investment Counsel Inc
Perfromance Wealth Partners, LLC
Laurel Oak Wealth Management, Llc
Ark & Tlk Investments, Llc
Fifth Third Wealth Advisors LLC
Partners in Financial Planning
Indiana Trust & Investment Management CO
Grimes & Company, Inc.
Perigon Wealth Management, LLC
Widmann Financial Services, Inc.
Capital Analysts, Inc.
Financial Guidance Group, Inc.
Theory Financial Llc
GGM Financials LLC
Ascent Group, LLC
Lloyd Advisory Services, LLC.
Northwestern Mutual Wealth Management Co
Bradley Foster & Sargent Inc/ct
Monetary Solutions, Ltd
Gilpin Wealth Management, Llc
SageView Advisory Group, LLC
AE Wealth Management LLC
Regions Financial Corp
Financial Advisory Service, Inc.
One Day In July LLC
New England Private Wealth Advisors LLC
Whitaker-Myers Wealth Managers, LTD.
Tiaa-cref Individual & Institutional Services, Llc
Morris Financial Concepts, Inc.
Tiaa Trust, National Association
SOUTH STATE Corp
Sanibel Captiva Trust Company, Inc.
GAMMA Investing LLC
Stratos Wealth Advisors, LLC
Essex Savings Bank
SB Capital Management Inc
Kayne Anderson Rudnick Investment Management Llc
Anchor Investment Management, LLC
Rockbridge Investment Management, LCC
Glen Eagle Advisors, LLC
Mathes Company, Inc.
Simplicity Wealth,LLC
Hantz Financial Services, Inc.
United Advisor Group, LLC
DAVENPORT & Co LLC
Pnc Financial Services Group, Inc.
Wittenberg Investment Management, Inc.
EverSource Wealth Advisors, LLC
Snider Financial Group
GHP Investment Advisors, Inc.
Falcon Wealth Planning
New Age Alpha Advisors, LLC
Princeton Global Asset Management LLC
Colony Group, LLC
Transcend Wealth Collective, Llc
TIAA Wealth Investment Management LLC
Baltimore-Washington Financial Advisors, Inc.
Kilter Group LLC
Freestone Capital Holdings, LLC
Signature Equity Partners, LLC
Adviser Investments LLC
Cassaday & Co Wealth Management LLC
Berkshire Asset Management Llc/pa
Ameritas Investment Partners, Inc.
Ponta Wealth Partners, LLC
First Financial Corp /in/
Firestone Capital Management
Smithfield Trust Co
RPg Family Wealth Advisory, LLC
Winthrop Capital Management, LLC
Carlton Hofferkamp & Jenks Wealth Management, LLC
Cape Investment Advisory, Inc.
BlackRock, Inc.
Silvercrest Asset Management Group Llc
Peak Financial Management, Inc.
Trust Co
Field & Main Bank
Whittier Trust Co
Rockefeller Capital Management L.P.
Peloton Wealth Strategists
Evensky & Katz LLC
Harbor Investment Advisory, Llc
Sentinel Advisory Group, LLC
Cyndeo Wealth Partners, LLC
Twin Focus Capital Partners, Llc
Excelsior Advisor Network LLC
Zrc Wealth Management, Llc
Vanguard Advisers Inc
Mpwm Advisory Solutions, Llc
Northstar Asset Management Llc
Sigma Investment Counselors Inc
Fortis Capital Advisors, LLC
Ntv Asset Management Llc
Revolve Wealth Partners, LLC
Csenge Advisory Group
Apella Capital, LLC
Secure Asset Management, LLC
Prosperity Consulting Group, LLC
First Citizens Asset Management, Inc.
Annex Advisory Services, LLC
First Bancorp, Inc /ME/
Dynamic Financial Group
Viewpoint Capital Management LLC
Townsend Asset Management Corp /nc/ /adv
1st Source Bank
Insigneo Advisory Services, Llc
McKinley Carter Wealth Services, Inc.
Thryve Wealth Management Llc
Litman Gregory Asset Management LLC
IHT Wealth Management, LLC
Td Private Client Wealth Llc
Richardson Capital Management LLC
Geometric Wealth Advisors
GoalVest Advisory LLC
Mullaney, Keating & Wright, Inc.
Evanson Asset Management, LLC
Creative Financial Designs Inc /adv
Mill Creek Capital Advisors, LLC
Davidson Trust Co
Diversified Trust Co
Stephens Group Asset Management, Llc
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Money Concepts Capital Corp
Atlas Brown,Inc.
Prosperity Planning, Inc.
Cardiff Park Advisors, Llc
HHM Wealth Advisors, LLC
Builder Investment Group Inc /adv
Fwl Investment Management, Llc
Badgley Phelps Wealth Managers, LLC
Mb, Levis & Associates, Llc
TOWER TRUST & INVESTMENT Co
FSA Advisors, Inc.
Woodmont Investment Counsel Llc
Triad Wealth Partners, LLC
Capital Investment Advisory Services, LLC
Bank of New York Mellon Corp
Quantinno Capital Management LP
Align Financial, LLC
Center for Financial Planning, Inc.
Massmutual Trust Co Fsb/adv
American Capital Advisory, LLC
Valmark Advisers, Inc.
Insight Inv LLC
CIBC Bancorp USA Inc.
Goldman Sachs Group Inc
Belpointe Asset Management LLC
Keybank National Association/oh
Financial Alternatives, Inc
D.a. Davidson & Co.
Brown, Lisle/cummings, Inc.
Financial Connections Group, Inc.
STAR Financial Bank
Mariner, LLC
Telos Capital Management, Inc.
Evolve Private Wealth, Llc
Advocacy Wealth Management Services, LLC
Brown Advisory Inc
Wealth Enhancement Advisory Services, Llc
Colonial Trust Advisors
Corundum Group, Inc.
Aft, Forsyth & Company, Inc.
Mesirow Financial Investment Management, Inc.
SJS Investment Consulting Inc.
Atria Investments Llc
City State Bank
Cordant, Inc.
Canandaigua National Bank & Trust Co
Hm Payson & Co
MAI Capital Management
Highland Capital Management, Llc
Guardian Wealth Advisors, Llc / Nc
Thrivent Financial For Lutherans
Chevy Chase Trust Holdings, Inc.
Brown Brothers Harriman & Co
Envestnet Portfolio Solutions, Inc.
Bank Of Hawaii
BankPlus Trust Department
Arkadios Wealth Advisors
Lido Advisors, LLC
Strategic Family Wealth Counselors, L.L.C.
Integrity Alliance, Llc.
Wedgewood Investors Inc /pa/
Connecticut Wealth Management, LLC
Monument Capital Management
McIlrath & Eck, LLC
Private Management Group Inc
Blake Schutter Theil Wealth Advisors, LLC
CIBC World Markets Inc.
Clearwave Capital, LLC
Cedar Mountain Advisors, LLC
Advisor Group Holdings, Inc.
Eastern Bank
Matrix Private Capital Group Llc
Boston Partners
Dynamic Advisor Solutions LLC
Topsail Wealth Management, LLC
Savvy Advisors, Inc.
Prudent Investors Network
Cooper Financial Group
Kohmann Bosshard Financial Services, LLC
Jane Street Group, Llc
Peachtree Investment Partners, LLC
Richards, Merrill & Peterson, Inc.
Guidance Point Advisors, LLC
Occidental Asset Management, LLC
Vaughan Nelson Investment Management, L.p.
Coastal Investment Advisors, Inc.
Perennial Investment Advisors, LLC
Holos Integrated Wealth LLC
Villere St Denis J & Co Llc
Lazard Asset Management Llc
Brady Martz Wealth Solutions, LLC
Moors & Cabot, Inc.
Cullen/frost Bankers, Inc.
First Command Advisory Services, Inc.
Aventura Private Wealth, LLC
Allspring Global Investments Holdings, LLC
Providence Capital Advisors, LLC
Pinnacle Wealth Planning Services, Inc.
Moran Wealth Management, LLC
Zacks Investment Management
Zions Bancorporation, National Association /ut/
Intrust Bank Na
Heritage Investment Group, Inc.
Mutual Advisors, LLC
Clayton Financial Group LLC
Investment Counsel Co Of Nevada
Pacific Life Fund Advisors LLC
Planning Directions Inc
Pointe Capital Management LLC
Elwood & Goetz Wealth Advisory Group, LLC
Meridian Wealth Management, LLC
Cornerstone Financial Group, LLC /NE/
Signature Resources Capital Management, LLC
Nuance Investments, Llc
Orgel Wealth Management, LLC
Robertson Stephens Wealth Management, LLC
Bank of New Hampshire
American Trust
Clark Capital Management Group, Inc.
Rockland Trust Co
Modera Wealth Management, LLC
Ashton Thomas Securities, Llc
Thompson Siegel & Walmsley Llc
PFS Partners, LLC
Blair William & Co/il
Sanctuary Advisors, LLC
Madden Advisory Services, Inc.
Willner & Heller, Llc
Evelyn Partners Asset Management Ltd
AMG National Trust Bank
Stephenson National Bank & Trust
Hughes Financial Services, LLC
Diversified Management Inc
Unified Investment Management
Victory Capital Management Inc
KilterHowling LLC
Bare Financial Services, Inc
Hrt Financial Lp
KC Investment Advisors, LLC
SJA Financial Advisory, LLC
Vantagepoint Investment Advisers Llc
Sage Financial Group Inc
Naviter Wealth, LLC
Tower View Investment Management & Research LLC
Principal Financial Group Inc
SRS Capital Advisors, Inc.
Wells Fargo & Company/mn
RWM Asset Management, LLC
Signal Advisors Wealth, LLC
Horizons Wealth Management
Franklin Resources Inc
Olistico Wealth, LLC
TCG Advisory Services, LLC
FLP Wealth Management, LLC
Midwest Trust Co
Breakwater Capital Group
Ubs Asset Management Americas Inc
We Are One Seven, LLC
Midwest Capital Advisors, LLC
Alliancebernstein L.p.
Hilton Head Capital Partners, LLC
M&t Bank Corp
Norden Group Llc
First Western Trust Bank
Associated Banc-corp
Family Wealth Group, LLC
Community Bank, N.A.
Westside Investment Management, Inc.
LifeWealth Investments, LLC
Harwood Advisory Group, LLC
Eukles Asset Management
Foundations Investment Advisors, LLC
Nicolet Bankshares Inc
First National Bank Of Omaha
Geneos Wealth Management Inc.
Founders Financial Alliance, LLC
Ieq Capital, Llc
Coldstream Capital Management Inc
Fifth Third Bancorp
Legacy Bridge, LLC
Ritholtz Wealth Management
Wealth Watch Advisors, INC
Bnp Paribas Arbitrage, Sa
Bangor Savings Bank
Warren Averett Asset Management, LLC
Sound Income Strategies, LLC
Versant Capital Management, Inc
Wealthspire Advisors, LLC
Parkway Wealth Management Group, LLC
YANKCOM Partnership
Wealth Science Advisors LLC
Aire Advisors, Llc
Sunbelt Securities, Inc.
Kestra Private Wealth Services, Llc
Compass Capital Corp /ma/ /adv
Kmg Fiduciary Partners, Llc
Kennedy Capital Management, Inc.
Joel Adams & Associates, Inc.
Old National Bancorp /in/
XY Planning Network, Inc.
LJI Wealth Management, LLC
Benjamin Edwards Inc
Stephens Consulting, LLC
Dentgroup LLC
Thomasville National Bank
Davis R M Inc
Alesco Advisors Llc
Belvedere Trading LLC
LaFleur & Godfrey LLC
Brinker Capital Investments, LLC
Ashton Thomas Private Wealth, LLC
Sigma Planning Corp
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Johnson Financial Group, Inc.
Mercer Global Advisors Inc /adv
Kingsview Wealth Management, LLC
Wesbanco Bank Inc
CI Private Wealth, LLC
Tradition Wealth Management, LLC
Trust Co Of Toledo Na /oh/
Brandywine Global Investment Management, LLC
Bank Of America Corp /de/
Integrated Wealth Concepts LLC
Albion Financial Group /ut
Synergy Financial Group, LTD
Morgan Stanley
Paladin Advisory Group, LLC
LifePlan Investment Advisors, Inc.
Magnus Financial Group LLC
Sovran Advisors, LLC
Home Federal Bank Of Tennessee
Riverpoint Wealth Management Holdings, LLC
Keel Point, LLC
Vertrix Wealth Management, LLC
Snowden Capital Advisors LLC
Stegner Investment Associates Inc.
Us Bancorp \de\
Navigation Wealth Management, Inc.
Bartlett & Co. Wealth Management Llc
Rahlfs Capital, Llc
Granite Harbor Advisors, Inc.
Howard Capital Management Inc.
Dorsey & Whitney Trust CO LLC
Crescent Grove Advisors, LLC
Centennial Advisors, LLC
Capital Advisors, Ltd. LLC
Dunhill Financial, LLC
CNB Bank
SYM FINANCIAL Corp
Pin Oak Investment Advisors Inc
Camelot Portfolios, LLC
Pure Financial Advisors, Inc.
Vivaldi Capital Management, LLC
CoreFirst Bank & Trust
Aldebaran Capital, Llc
Investment Partners, Ltd.
Wiley Bros.-aintree Capital, Llc
Manchester Capital Management LLC
Matters Capital Llc
Natixis Advisors, L.p.
Parallel Advisors, LLC
Aqr Capital Management Llc
Triangle Securities Wealth Management
Vise Technologies, Inc.
Bearing Point Capital, Llc
Crews Bank & Trust
Sax Wealth Advisors, Llc
Quest 10 Wealth Builders, Inc.
Granville Capital, Inc.
Nbt Bank N A /ny
Heck Capital Advisors, LLC
Vance Wealth, Inc.
Capital Investment Advisors, LLC
MCF Advisors LLC
Fairman Group, LLC
Walsh & Associates, LLC
BostonPremier Wealth LLC
Horst & Graben Wealth Management LLC
Parkshore Wealth Management, Inc.
RTD Financial Advisors, Inc.
RDA Financial Network
Level Wealth Management LLC
Creative Planning
Jpmorgan Chase & Co
Cresset Asset Management, LLC
Titleist Asset Management, Llc
Legacy Advisors, LLC
Northern Trust Corp
Prospera Financial Services Inc
Bell Investment Advisors, Inc
Apollon Wealth Management, LLC
Roxbury Financial LLC
Nvest Financial, LLC
Farmers & Merchants Investments Inc
MWA Asset Management
Aspiriant, Llc
Capital Squared Financial LLC
Forum Finance Group S.A.
Dougherty Wealth Advisers LLC
Ancora Advisors, LLC
Maryland Capital Advisors Inc.
FineMark National Bank & Trust
Richardson Financial Services Inc.
ORG Wealth Partners, LLC
Granite Group Advisors, LLC
Advisors Preferred, LLC
Sherman Wealth Management LLC
Elevated Capital Advisors, LLC
Howe & Rusling Inc
Accelerate Investment Advisors LLC
Saxon Interests, Inc.
Ticino Wealth
Fourth Dimension Wealth, LLC
Moneta Group Investment Advisors Llc
Mount Yale Investment Advisors, LLC
Private Client Services, Llc
Pinnacle Financial Partners, Inc.
ORG Partners LLC
Whittier Trust Co Of Nevada Inc
10Elms LLP
Gladstone Institutional Advisory LLC
Proficio Capital Partners LLC
Rossby Financial, LCC
Pensionmark Financial Group, Llc
Qrg Capital Management, Inc.
Broadwater Capital Management Llc
Bayban
Bedel Financial Consulting, Inc.
Canandaigua National Corp
Centennial Bank/AR/
North Star Investment Management Corp.
National Asset Management, Inc.
Fulton Bank, N.a.
Auxano Advisors, LLC
National Bank Of Canada /fi/
Fidelis Capital Partners, LLC
Truist Financial Corp
Tudor Investment Corp Et Al
Atlantic Union Bankshares Corp
Split Rock Private Trading & Wealth Management, LLC
Compass Ion Advisors, LLC
Causey Wealth LLC
Steward Partners Investment Advisory, Llc
Arbor Investment Advisors, LLC
Processus Wealth & Capital Management, LLC
Tranquility Partners, LLC
Douglass Winthrop Advisors, LLC
First Citizens Investor Services, Inc.
WASHINGTON TRUST Co
Caldwell Trust Co
McAdam, LLC
Bensler, LLC
Friday Financial
Private Wealth Management Group, LLC
Intrepid Financial Planning Group LLC
Peapack Gladstone Financial Corp
Strategies Wealth Advisors, LLC
Change Path, LLC
James J. Burns & Company, LLC
Sterling Capital Management LLC
Baker Ellis Asset Management LLC
Auour Investments LLC
Cranbrook Wealth Management, LLC
Fortitude Family Office, LLC
Oppenheimer Asset Management Inc.
Legacy Financial Strategies, LLC
Farther Finance Advisors, LLC
Howard Bailey Securities, Llc
Chesley Taft & Associates LLC
Halbert Hargrove Global Advisors, Llc
Noble Family Wealth, LLC
Integrity Wealth Solutions LLC
Synergy Financial Management, LLC
True Link Financial Advisors, LLC
Tcw Group Inc
Sagespring Wealth Partners, Llc
Wolff Wiese Magana Llc
Coastal Bridge Advisors, LLC
Hazlett, Burt & Watson, Inc.
Millstone Evans Group, LLC
Beacon Investment Advisory Services, Inc.
Basepoint Wealth LLC
Campion Asset Management LLC
1832 Asset Management L.P.
FDx Advisors, Inc.
Legacy Edge Advisors, LLC
Taylor, Cottrill, Erickson & Associates, Inc.
Tucker Asset Management Llc
Gateway Wealth Partners, LLC
Atticus Wealth Management, Llc
Cozad Asset Management Inc
Commerce Bank
Holland Advisory Services, Inc.
Evergreen Capital Management Llc
City Center Advisors, LLC
International Assets Investment Management, Llc
Evoke Wealth, Llc
Millington Financial Advisors, LLC
Bank of Jackson Hole Trust
Citizens Financial Group Inc/ri
Fiera Capital Corp
Pinnacle Bancorp, Inc.
Invested Advisors
Drucker Wealth 3.0, LLC
Patriot Investment Management Inc.
Vaughan David Investments Inc/il
Ruggaard & Associates LLC
Financial Sense Advisors, Inc.
Neumann Capital Management, LLC
Windsor Advisory Group, LLC
Harbour Capital Advisors, LLC
LMG Wealth Partners, LLC
Anchor Capital Advisors Llc
Price T Rowe Associates Inc /md/
Insight 2811, Inc.
Royal Bank Of Canada
Advisortrust Partners, Llc
Plante Moran Financial Advisors, LLC
Bravera Wealth
Modern Wealth Management, LLC
Eqis Capital Management, Inc.
Spire Wealth Management
Five Oceans Advisors
Independence Bank of Kentucky
Vanguard Group Inc
Medallion Wealth Advisors, LLC
New Republic Capital, LLC
Fortis Group Advisors, LLC
Consolidated Planning Corp
Hapanowicz & Associates Financial Services, Inc
BOK Financial Private Wealth, Inc.
Wealth Enhancement Trust Services, Inc.
Truepoint, Inc.
Bogart Wealth, LLC
PFG Investments, LLC
Stifel Financial Corp
Equitable Holdings, Inc.
Earnest Partners Llc
Bessemer Group Inc
Ausdal Financial Partners, Inc.
First United Bank Trust/
Prestige Wealth Management Group LLC
Courier Capital Llc
Ibex Wealth Advisors
Almanack Investment Partners, LLC.
JNBA Financial Advisors
Ameriprise Financial Inc
United Community Bank
CoreCap Advisors, LLC
Regal Investment Advisors LLC
Assetmark, Inc
New Millennium Group LLC
Mosaic Family Wealth Partners, Llc
Caldwell Securities, Inc
First Citizens Bank & Trust Co
Ares Financial Consulting, LLC
Principal Securities, Inc.
Advisors Capital Management, LLC
HighTower Advisors, LLC
Advisory Services Network, LLC
Berkeley, Inc
Global Retirement Partners, LLC
Private Advisor Group, LLC
Key FInancial Inc
Summit Financial, LLC
AlphaCore Capital LLC
O'shaughnessy Asset Management, Llc
Luts & Greenleigh Group, Inc
Dagco, Inc.
Chicago Partners Investment Group LLC
Kimelman & Baird, LLC
Union Savings Bank
Blueline Advisors Llc
Accredited Investors Inc.
Wealthcare Advisory Partners LLC
Amarillo National Bank
Ariel Investments, Llc
Inspirion Wealth Advisors, Llc
Operose Advisors LLC
IFP Advisors, Inc
Harbor Asset Planning, Inc.
Savant Capital, LLC
CENTRAL TRUST Co
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Evermay Wealth Management Llc
Foundation Wealth Management, LLC\PA
McCarthy Grittinger Financial Group, LLC
Sage Mountain Advisors LLC
Front Row Advisors LLC
Putnam Fl Investment Management Co
Cary Street Partners Financial Llc
Harbour Investments, Inc.
Salomon & Ludwin, LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
LPL Financial LLC
RMB Capital Management, LLC
Nemes Rush Group LLC
Intergy Private Wealth, LLC
Skyline Advisors, Inc.
Comerica Bank
Fifth Third Securities, Inc.
Rehmann Capital Advisory Group
Cohen Capital Management, Inc.
Motco
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