SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF - Net Long/Short Value

Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
US ˙ ARCA ˙ US8085247976

SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity 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)
NWF Advisory Services Inc.
Keystone Financial Group
Greenleaf Trust
Crewe Advisors LLC
Keudell/Morrison Wealth Management
Delta Asset Management Llc/tn
BG Investment Services, Inc.
Baltimore-Washington Financial Advisors, Inc.
SCS Capital Management LLC
Maridea Wealth Management LLC
Sunburst Financial Group, LLC
ORG Partners LLC
Essex Savings Bank
Advisors Management Group Inc /adv
Inscription Capital, LLC
Rice Partnership, LLC
Change Path, LLC
Beaird Harris Wealth Management, LLC
Clifford Group, LLC
Glass Jacobson Investment Advisors llc
Souders Financial Advisors
LGT Financial Advisors LLC
Brick & Kyle, Associates
Redwood Wealth Management Group, LLC
Roundview Capital LLC
Mengis Capital Management, Inc.
Moser Wealth Advisors, LLC
Financial Management Professionals, Inc.
Gladstone Institutional Advisory LLC
Foster & Motley Inc
Mainsail Financial Group, LLC
Simplicity Wealth,LLC
Nadler Financial Group, Inc.
Bleakley Financial Group, LLC
Duncker Streett & Co Inc
Bartlett & Co. Wealth Management Llc
Obsidian Personal Planning Solutions LLC
Orion Portfolio Solutions, LLC
Strategic Blueprint, LLC
Williams Jones Wealth Management, LLC.
Dagco, Inc.
Private Wealth Management Group, LLC
Kovitz Investment Group Partners, LLC
Resources Investment Advisors, LLC.
Alpha Omega Wealth Management LLC
Susquehanna International Group, Llp
Keybank National Association/oh
Wolfstich Capital, LLC
Tradition Wealth Management, LLC
Advisors Preferred, LLC
W Advisors, Llc
Brass Tax Wealth Management, Inc
Scott & Selber, Inc.
Bull Oak Capital, LLC
Centaurus Financial, Inc.
Youngs Advisory Group, Inc.
United Capital Financial Advisers, Llc
WealthCare Investment Partners, LLC
Spreng Capital Management, Inc.
Hurley Capital, LLC
DHJJ Financial Advisors, Ltd.
Meridian Financial, LLC
Empowered Funds, LLC
American Trust
Liberty Capital Management, Inc.
Avion Wealth
Asset Allocation Strategies LLC
LPL Financial LLC
Aegis Wealth Management LLC
Marino, Stram & Associates Llc
GAMMA Investing LLC
Pacific Center for Financial Services
Buska Wealth Management, LLC
Sightline Wealth Advisors, LLC
Worth Financial Advisory Group, LLC
Thompson Davis & Co., Inc.
Cambridge Advisors Inc.
Cascade Wealth Advisors, Inc
Mezzasalma Advisors, LLC
SWLRX - SCHWAB CAPITAL TRUST - Schwab Monthly Income Fund - Maximum Payout
Towercrest Capital Management
Private Trust Co Na
Family Legacy Financial Solutions, LLC
Sumitomo Mitsui Financial Group, Inc.
Skopos Labs, Inc.
SWJRX - SCHWAB CAPITAL TRUST - Schwab Monthly Income Fund - Moderate Payout
Tudor Financial Inc.
Bensler, LLC
First Citizens Bank & Trust Co
Marcum Wealth, LLC
Wealthfront Advisers Llc
Columbia Advisory Partners Llc
Capital Planning LLC
Wealthstar Advisors, Llc
Nwam Llc
Commonwealth Equity Services, Llc
Baird Financial Group, Inc.
Silver Oak Wealth Advisors Services, Llc
Wealth Enhancement Advisory Services, Llc
Nikulski Financial, Inc.
Capital Square, LLC
Paulson Wealth Management Inc.
Evolution Wealth Advisors, LLC
Mach-1 Financial Group, Inc.
Cornell Pochily Investment Advisors, Inc.
TPG Advisors LLC
Plante Moran Financial Advisors, LLC
Private Advisor Group, LLC
Pure Financial Advisors, Inc.
Montis Financial, LLC
JT Stratford LLC
Fjell Capital, LLC
Opes Wealth Management LLC
Traynor Capital Management, Inc.
Pittenger & Anderson Inc
AlphaQ Advisors LLC
Main Street Financial Solutions, LLC
O'Connor Financial Group LLC
Rainey & Randall Investment Management Inc.
Madison Asset Management, LLC
First Financial Corp /in/
Aptus Capital Advisors, LLC
Brown Wealth Management, Llc
Main Street Group, LTD
Sage Mountain Advisors LLC
Boyd Watterson Asset Management Llc/oh
Northwestern Mutual Wealth Management Co
Howe & Rusling Inc
Chapman Financial Group, Llc
Johnson & White Wealth Management, LLC
Fundamentun, Llc
Finley Financial, LLC
Ashton Thomas Private Wealth, LLC
Fort Sheridan Advisors Llc
Meadow Creek Wealth Advisors Llc
Horizon Investment Services, LLC
BCS Wealth Management
Jacobi Capital Management LLC
Opal Wealth Advisors, LLC
Wooster Corthell Wealth Management, Inc.
VestGen Advisors, LLC
Madison Wealth Partners, Inc
REDW Wealth LLC
Ellenbecker Investment Group
Annis Gardner Whiting Capital Advisors, LLC
Citadel Advisors Llc
Guardian Asset Advisors, LLC
McGlone Suttner Wealth Management, Inc.
Atlantic Trust, LLC
Baker Avenue Asset Management, LP
Mml Investors Services, Llc
Libra Wealth Llc
Bernardo Wealth Planning LLC
Wetherby Asset Management Inc
SK Wealth Management, LLC
Aspiriant, Llc
Cascade Financial Partners, LLC
Van Den Berg Management I, Inc
Johnson Financial Group, Inc.
ForthRight Wealth Management, LLC
Schonfeld Strategic Advisors LLC
Kingsview Wealth Management, LLC
Morgan Stanley
Frederick Financial Consultants, LLC
LongView Wealth Management
Pandora Wealth, Inc.
Eldridge Investment Advisors, Inc.
Hidden Cove Wealth Management, LLC
BlackRock, Inc.
Oarsman Capital, Inc.
CIBC Private Wealth Group, LLC
Rothschild Investment Llc
Carrera Capital Advisors
Woodmont Investment Counsel Llc
Kestra Private Wealth Services, Llc
O'ROURKE & COMPANY, Inc
Benchmark Financial Wealth Advisors, LLC
Leading Edge Financial Planning LLC
Strategic Investment Solutions, Inc. /IL
BCJ Capital Management, LLC
Fagan Associates, Inc.
Security National Bank Of So Dak
M&t Bank Corp
Coordinated Financial Services, Inc./CO
CX Institutional
Evergreen Wealth Management, LLC
Centennial Bank/AR/
NorthCrest Asset Manangement, LLC
INKM - SSGA Active Trust - SPDR SSGA Income Allocation ETF
John W. Brooker & Co., CPAs
Investors Research Corp
Glenmede Trust Co Na
CORDA Investment Management, LLC.
New Republic Capital, LLC
Balboa Wealth Partners
Modern Wealth Management, LLC
Alteri Wealth LLC
Badgley Phelps Wealth Managers, LLC
Oliver Lagore Vanvalin Investment Group
Simon Quick Advisors, Llc
Jackson Thornton Asset Management, Llc
Thrive Wealth Management, LLC
Citizens National Bank Trust Department
Fund Evaluation Group, LLC
CAPROCK Group, Inc.
Glassy Mountain Advisors, Inc.
Concord Wealth Partners
High Note Wealth, LLC
Warwick Investment Management, Inc.
Strategies Wealth Advisors, LLC
Kingsman Wealth Management, Inc.
Fiduciary Group LLC
Loudon Investment Management, LLC
Strategic Financial Concepts, LLC
Stratos Wealth Advisors, LLC
Allen Capital Group, LLC
Optiver Holding B.V.
Paul Damon & Associates, Inc.
Clark Financial Services Group Inc /bd
River Wealth Advisors LLC
Financial Perspectives, Inc
Gries Financial Llc
White Knight Strategic Wealth Advisors, LLC
Donaldson Capital Management, Llc
Apexium Financial, Lp
Roble, Belko & Company, Inc
Adviser Investments LLC
Outlook Wealth Advisors, LLC
Lyell Wealth Management, Lp
Burkett Financial Services, Llc
Modus Advisors, LLC
Smith, Moore & Co.
Alpha Financial Advisors, LLC
eCIO, Inc.
Financial Insights, Inc.
Wernau Asset Management Inc.
Silverlake Wealth Management Llc
Meriwether Wealth & Planning, LLC
Successful Portfolios LLC
Chesapeake Wealth Management
Noble Family Wealth, LLC
Parallel Advisors, LLC
Pinnacle Bancorp, Inc.
Cypress Capital, LLC
Signaturefd, Llc
Pegasus Asset Management, Inc.
Tradewinds Capital Management, LLC
Milestones Private Investment Advisors LLC
LifeSteps Financial, Inc.
Ballast, Inc.
NewSquare Capital LLC
Principal Securities, Inc.
Guild Investment Management, Inc.
Wealth Effects Llc
Ballast Advisors Llc
Eagle Capital Management, LLC
Liberty One Investment Management, Llc
Atlantic Union Bankshares Corp
Vident Advisory, LLC
Manning & Napier Advisors Llc
Summit Global Investments
Gw Henssler & Associates Ltd
Salem Investment Counselors Inc
Cedar Wealth Management, LLC
Burns Matteson Capital Management, LLC
Consolidated Planning Corp
Financial Sense Advisors, Inc.
North Capital, Inc.
Collaborative Wealth Managment Inc.
StoneX Group Inc.
Altus Wealth Group LLC
Blue Rock Wealth Management LLC
Davis Capital Management
Family Investment Center, Inc.
Harbour Investments, Inc.
Quotient Wealth Partners, LLC
Fifth Third Bancorp
Sunflower Bank, N.A.
National Bank Of Canada /fi/
Custos Family Office, LLC
FSA Investment Group, LLC
Hazlett, Burt & Watson, Inc.
Journey Strategic Wealth Llc
Summit Financial Wealth Advisors, LLC
Savoie Capital LLC
Auxano Advisors, LLC
Smart Portfolios, LLC
U.S. Capital Wealth Advisors, LLC
CPR Investments Inc.
Signature Estate & Investment Advisors Llc
Fulcrum Capital LLC
Full Sail Capital, LLC
Midwest Financial Group LLC
Franklin Resources Inc
Planning Alternatives Ltd /adv
American National Bank
Oakworth Capital, Inc.
Northwest Quadrant Wealth Management, LLC
Kiley Juergens Wealth Management, Llc
Keystone Financial Planning, Inc.
Morris Financial Concepts, Inc.
Institute for Wealth Management, LLC.
Strategic Family Wealth Counselors, L.L.C.
RHS Financial, LLC
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A
Builder Investment Group Inc /adv
American Financial Advisors, LLC
Sanchez Wealth Management Group
Ambassador Advisors, LLC
Great Valley Advisor Group, Inc.
Fairscale Capital, LLC
Sfm, Llc
New England Capital Financial Advisors LLC
Howland Capital Management Llc
Jones Financial Companies Lllp
Avant Capital LLC
Spinnaker Investment Group, LLC
Sigma Investment Counselors Inc
Cypress Capital Advisors, LLC
Gables Capital Management Inc.
Lederer & Associates Investment Counsel/ca
Ignite Planners, LLC
Virtus ETF Advisers LLC
Westside Investment Management, Inc.
Balentine LLC
Investment Counsel Co Of Nevada
Independent Solutions Wealth Management, LLC
Hrc Wealth Management, Llc
Security National Bank Of Sioux City Iowa /ia/
AlphaStar Capital Management, LLC
DecisionPoint Financial, LLC
TCI Wealth Advisors, Inc.
Sawgrass Asset Management Llc
HighMark Wealth Management LLC
CWS Financial Advisors, LLC
Garrett Investment Advisors LLC
Heirloom Wealth Management
D.a. Davidson & Co.
Mpwm Advisory Solutions, Llc
Heritage Financial Services, LLC
Tull Financial Group, Inc.
Team Hewins, LLC
Investment Advisory Services Inc /tx /adv
Yelin Lapidot Holdings Management Ltd.
Sensible Money, LLC
Fiduciary Advisors, Inc.
Cambria Investment Management, L.P.
Cobblestone Capital Advisors Llc /ny/
Eastern Bank
Victrix Investment Advisors
Avalon Trust Co
Bridgewealth Advisory Group, LLC
Vontobel Holding Ltd.
Kestra Advisory Services, LLC
10Elms LLP
IFP Advisors, Inc
Mainstream Capital Management LLC
Oppenheimer Asset Management Inc.
Burke & Herbert Bank & Trust Co
Financial Consulate, Inc
R. W. Roge & Company, Inc.
Optimum Investment Advisors
Pallas Capital Advisors LLC
HCR Wealth Advisors
ESL Trust Services, LLC
Berkshire Asset Management Llc/pa
First Pacific Financial
Christopher J. Hasenberg, Inc
Aspire Capital Advisors LLC
Lake Street Financial Llc
Fermata Advisors, LLC
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
Everest Management Corp.
Cullen/frost Bankers, Inc.
Ally Invest Advisors Inc.
Wolff Wiese Magana Llc
Trinity Financial Advisors LLC
Nations Financial Group Inc, /ia/ /adv
FC Advisory LLC
Bulwark Capital Corp
Providence Capital Advisors, LLC
DiMeo Schneider & Associates, L.L.C.
Zullo Investment Group, Inc.
Fifth Third Securities, Inc.
Palisades Hudson Asset Management, L.P.
Archer Investment Corp
PFG Investments, LLC
Attessa Capital LLC
Silver Lake Advisory, LLC
Whittier Trust Co
Barnett & Company, Inc.
Adamsbrown Wealth Consultants Llc
Cassaday & Co Wealth Management LLC
Glassman Wealth Services
Hartland & Co., LLC
SOUTH STATE Corp
David R. Rahn & Associates Inc.
Gateway Wealth Partners, LLC
Albion Financial Group /ut
Forefront Wealth Partners, LLC
Brookwood Investment Group LLC
Summit Asset Management, LLC
Jaffetilchin Investment Partners, LLC
Old North State Wealth Management, LLC
Tandem Investment Partners LLC
Sunbelt Securities, Inc.
Pacific Sage Partners, LLC
Rench Wealth Management, Inc.
Decker Retirement Planning Inc.
Latitude Advisors, LLC
National Asset Management, Inc.
MBA Advisors LLC
Raymond James Financial Inc
Greenhouse Wealth Management, LLC
Stillwater Wealth Management Group
Apella Capital, LLC
Richards, Merrill & Peterson, Inc.
BKM Wealth Management, LLC
Pinnacle Financial Partners Inc
WCG Wealth Advisors LLC
Arete Wealth Advisors, LLC
Choate Investment Advisors
Graney & King, LLC
Miracle Mile Advisors, LLC
First Wilshire Securities Management Inc
Promethium Advisors,llc
First Horizon Advisors, Inc.
MidWestOne Financial Group, Inc.
Northstar Group, Inc.
Vista Cima Wealth Management LLC
Paces Ferry Wealth Advisors, Llc
First Heartland Consultants, Inc.
Almanack Investment Partners, LLC.
Leo Wealth, LLC
Ancora Advisors, LLC
BXM Wealth LLC
Millstone Evans Group, LLC
Capital Fund Management S.a.
Fayez Sarofim & Co
Capasso Planning Partners LLC
Dunhill Financial, LLC
Legacy Financial Strategies, LLC
Bfsg, Llc
NFP Retirement, Inc.
Twin Peaks Wealth Advisors, LLC
West Oak Capital, LLC
Sound Income Strategies, LLC
Panoramic Investment Advisors, Llc
Disciplined Investors, L.L.C.
Smith, Salley & Associates
Westwood Holdings Group Inc
Integrated Investment Consultants, LLC
Avantax Planning Partners, Inc.
Shakespeare Wealth Management, Inc.
Vise Technologies, Inc.
Teamwork Financial Advisors, LLC
Optima Capital Llc
Focus Financial Network, Inc.
Hanson & Doremus Investment Management
Stonebridge Financial Planning Group, LLC
Vigilare Wealth Management
Murphy, Middleton, Hinkle & Parker, Inc.
Keebeck Wealth Management, LLC
Farmers & Merchants Investments Inc
West Paces Advisors Inc.
Envestnet Asset Management Inc
Thrive Capital Management, LLC
Financial Advisory Corp /ut/ /adv
Holistic Planning, LLC
Eagle Strategies LLC
Patriot Financial Group Insurance Agency, LLC
Ironwood Investment Counsel, LLC
HHM Wealth Advisors, LLC
Oldfather Financial Services, LLC
Midland Wealth Advisors Llc
Per Stirling Capital Management, LLC.
Silver Coast Investments LLC
Patton Albertson Miller Group, Llc
Topsail Wealth Management, LLC
Busey Wealth Management
Tower View Investment Management & Research LLC
Valeo Financial Advisors, LLC
Clarendon Private LLC
Larson Financial Group LLC
LPF Advisors LLC
Ehrlich Financial Group
UNIVEST FINANCIAL Corp
SYM FINANCIAL Corp
Waterford Advisors, LLC
Paradigm, Strategies in Wealth Management, LLC
Yoder Wealth Management, Inc.
Tyler-Stone Wealth Management
Cornerstone Wealth Group, LLC
Pflug Koory, LLC
Vivaldi Capital Management, LLC
Prospect Financial Services LLC
Westbourne Investments, Inc.
Summit Wealth & Retirement Planning, Inc.
Kohmann Bosshard Financial Services, LLC
AMG National Trust Bank
Rialto Wealth Management, LLC
D'Orazio & Associates, Inc.
Patriot Investment Management Inc.
Wealthbridge Capital Management, Llc
Traphagen Investment Advisors Llc
Leavell Investment Management, Inc.
CENTRAL TRUST Co
Citizens Financial Group Inc/ri
Welch Group, LLC
Lynch & Associates/in
Charles Schwab Trust Bank
United Community Bank
Jackson, Grant Investment Advisers, Inc.
Founders Capital Management
Sagespring Wealth Partners, Llc
V. M. Manning & Co., Inc.
Ogorek Anthony Joseph /ny/ /adv
First National Bank & Trust Co Of Newtown
Cwm, Llc
First Foundation Advisors
Empower Advisory Group, LLC
Milestone Asset Management, Llc
Park Edge Advisors, LLC
Keystone Wealth Services, LLC
Wealthcare Capital Management Llc
Fairfield, Bush & Co.
Berger Financial Group, Inc
Jane Street Group, Llc
Maple Capital Management, Inc.
Vermillion & White Wealth Management Group, LLC
Atria Investments Llc
Lvm Capital Management Ltd/mi
Wbh Advisory Inc
Cape Investment Advisory, Inc.
Summit Trail Advisors, Llc
Wagner Wealth Management, Llc
Prepared Retirement Institute LLC
Wealthcare Advisory Partners LLC
Titleist Asset Management, Llc
Bank of New York Mellon Corp
Summit Wealth Group Llc / Co
Creegan & Nassoura Financial Group, LLC
General Partner, Inc.
Emerald Advisors, LLC
Evergreen Capital Management Llc
Foundations Investment Advisors, LLC
Pine Haven Investment Counsel, Inc
TFG Advisers LLC
Td Private Client Wealth Llc
Washington Trust Advisors, Inc.
Alley Investment Management Company, LLC
B & T Capital Management DBA Alpha Capital Management
Red Door Wealth Management, LLC
Prelude Capital Management, Llc
DYTA - RBB FUND, INC. - SGI Dynamic Tactical ETF
Sage Financial Group Inc
AE Wealth Management LLC
Omega Financial Group, LLC
HFG Advisors, Inc.
Ring Mountain Capital, LLC
Sumitomo Mitsui Trust Holdings, Inc.
Alpha Omega Group, Inc.
DKM Wealth Management, Inc.
Frisch Financial Group, Inc.
Alpine Bank Wealth Management
Noble Wealth Management PBC
Smith Anglin Financial, LLC
Mechanics Financial Corp
Drive Wealth Management, Llc
Tactive Advisors, LLC
Sheets Smith Wealth Management
Koesten, Hirschmann & Crabtree, INC.
MADDEN SECURITIES Corp
Kathmere Capital Management, LLC
Alerus Financial Na
Vaughan David Investments Inc/il
Sar Wealth Management Group, Llc
Squire Investment Management Company, LLC
Diversify Advisory Services, LLC
Hantz Financial Services, Inc.
BKA Wealth Consulting, Inc.
Meridian Wealth Management, LLC
Brady Martz Wealth Solutions, LLC
Blue Sky Capital Consultants Group, Inc.
Shorepoint Capital Partners LLC
Gunma Bank,Ltd.
Paradigm Financial Partners, Llc
Massmutual Trust Co Fsb/adv
Bnp Paribas Arbitrage, Sa
Wood Tarver Financial Group, LLC
McMahon Financial Advisors, LLC
Retirement Guys Formula Llc
Oxford Financial Group Ltd
City State Bank
Pathway Financial Advisers, LLC
Curio Wealth, Llc
Meridian Wealth Advisors, LLC
Taylor, Cottrill, Erickson & Associates, Inc.
Peapack Gladstone Financial Corp
First Manhattan Co
Prospera Capital Management, LLC
WPG Advisers, LLC
Navalign, LLC
Moneta Group Investment Advisors Llc
United Bank
Zacks Investment Management
Farther Finance Advisors, LLC
Tranquility Partners, LLC
Central Pacific Bank - Trust Division
Legacy Solutions, Llc
Johnson Bixby & Associates, LLC
Armor Investment Advisors, LLC
GWM Advisors LLC
Concurrent Investment Advisors, LLC
Comprehensive Financial Planning, Inc./PA
Fiduciary Financial Group, Llc
Midwest Trust Co
Strategic Advisors LLC
Nabity-Jensen Investment Management Inc
SOA Wealth Advisors, LLC.
Patrick M Sweeney & Associates, Inc
Rocky Mountain Advisers, Llc
Alpha Cubed Investments, LLC
Perissos Private Wealth Management, LLC
Carlton Hofferkamp & Jenks Wealth Management, LLC
AdvisorNet Financial, Inc
Creative Planning
Ameriprise Financial Inc
Caldwell Securities, Inc
WealthPLAN Partners, LLC
Prestige Wealth Management Group LLC
OMC Financial Services LTD
Smithbridge Asset Management Inc/de
OneAscent Financial Services LLC
Safeguard Investment Advisory Group, LLC
Sand Hill Global Advisors, LLC
GSG Advisors LLC
Valley Forge Investment Consultants Inc Adv
Capital Advisors Wealth Management, LLC
Investment Advisory Group, LLC
Sanibel Captiva Trust Company, Inc.
SWKRX - SCHWAB CAPITAL TRUST - Schwab Monthly Income Fund - Enhanced Payout
GeoWealth Management, LLC
BLB&B Advisors, LLC
DMKC Advisory Services, LLC
Capital Advisors, Ltd. LLC
LS Investment Advisors, LLC
Sachetta, LLC
Tradewinds, LLC.
Koshinski Asset Management, Inc.
San Luis Wealth Advisors LLC
Jackson Hole Capital Partners, LLC
Curran Financial Partners, LLC
Orcam Financial Group
Merit Financial Group, LLC
Frazier Financial Advisors, LLC
Cetera Investment Advisers
National Wealth Management Group, LLC
Avantra Family Wealth, Inc.
Diversified Enterprises, LLC
Total Clarity Wealth Management, Inc.
WealthCollab, LLC
Kanawha Capital Management Llc
GPMIX - GPS Funds II - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares
GSB Wealth Management, LLC
Serenus Wealth Advisors, LLC
Glenmede Investment Management, LP
Harbor Asset Planning, Inc.
New England Private Wealth Advisors LLC
Mission Hills Financial Advisory, LLC
Claro Advisors LLC
Capital Market Strategies LLC
Perigon Wealth Management, LLC
Front Row Advisors LLC
Fusion Capital, LLC
L.m. Kohn & Company
Ledyard National Bank
Mowery & Schoenfeld Wealth Management, LLC
Tompkins Financial Corp
WFA of San Diego, LLC
Aldebaran Financial Inc.
Mesirow Financial Investment Management, Inc.
Accredited Wealth Management, LLC
CI Private Wealth, LLC
Guyasuta Investment Advisors Inc
Signet Investment Advisory Group, Inc.
Kestra Investment Management, LLC
First Community Trust Na
Mogy Joel R Investment Counsel Inc
SpringVest Wealth Management LLC
Argus Investors' Counsel, Inc.
Davis R M Inc
Martin Worley Group
Tenret Co LLC
Gemmer Asset Management LLC
WFA Asset Management Corp
Acorn Wealth Advisors, LLC
Schmidt P J Investment Management Inc
Coston, McIsaac & Partners
Wedmont Private Capital
Petra Financial Advisors Inc
Zrc Wealth Management, Llc
Two Sigma Securities, Llc
Synergy Financial Group, LTD
BCGM Wealth Management, LLC
Squarepoint Ops LLC
Nbt Bank N A /ny
Financial Network Wealth Advisors LLC
Washington Trust Bank
First National Trust Co
Cooksen Wealth, LLC
D.B. Root & Company, LLC
Firestone Capital Management
JB Capital LLC
Godsey & Gibb Associates
Putnam Fl Investment Management Co
Asset Advisors Investment Management, LLC
OneAscent Wealth Management LLC
Nicolet Advisory Services, Llc
Proficio Capital Partners LLC
MAS Advisors LLC
Stifel Financial Corp
Blair William & Co/il
Verity & Verity, LLC
Wealth Architects, LLC
EagleClaw Capital Managment, LLC
Talisman Wealth Advisors LLC
Ted Buchan & Co
Clear Investment Research, Llc
Federation des caisses Desjardins du Quebec
Old National Bancorp /in/
Paradigm Capital Management, LLC/NV
Creekside Partners
Freestone Capital Holdings, LLC
HC Advisors, LLC
Members Wealth Llc
Certified Advisory Corp
Carret Asset Management, Llc
Ccg Wealth Management, Llc
White Lighthouse Investment Management Inc.
Fairway Wealth LLC
Cherry Tree Wealth Management, LLC
Rossby Financial, LCC
Western Wealth Management, LLC
RMR Wealth Builders
West Branch Capital LLC
Weaver Consulting Group
UBS Group AG
Fairfield Financial Advisors, LTD
Hobbs Group Advisors, LLC
Berkeley, Inc
Boston Private Wealth Llc
Copley Financial Group, Inc.
Independent Advisor Alliance
MTM Investment Management, LLC
Huntington National Bank
Trust Co Of Vermont
Sims Investment Management, Llc
Hayek Kallen Investment Management
Trustmark National Bank Trust Department
Maryland Capital Advisors Inc.
MONECO Advisors, LLC
Insigneo Advisory Services, Llc
Pnc Financial Services Group, Inc.
Sendero Wealth Management, LLC
Clune & Associates, Ltd.
Wisconsin Wealth Advisors, LLC
Legacy Wealth Managment, LLC/ID
Leelyn Smith, LLC
Kure Advisory, LLC
Regal Investment Advisors LLC
Fairman Group, LLC
Wilkins Miller Wealth Management, LLC
Quartz Partners, LLC
Harbor Investment Advisory, Llc
Principia Wealth Advisory, LLC
Rsm Us Wealth Management Llc
Transcend Wealth Collective, Llc
Advisor Group Holdings, Inc.
Operose Advisors LLC
Snowden Capital Advisors LLC
Heritage Wealth Management, Inc.
Secure Asset Management, LLC
Crescent Grove Advisors, LLC
Securian Asset Management, Inc
Perennial Advisors, LLC
Clarius Group, LLC
Journey Beyond Wealth, LLC
Fourth Dimension Wealth, LLC
Investment Research & Advisory Group, Inc.
Schaeffer Financial LLC
Joule Financial, LLC
Triangle Securities Wealth Management
Winnow Wealth Llc
RFG Advisory, LLC
Northern Trust Corp
Savant Capital, LLC
JNBA Financial Advisors
Opulen Financial Group LLC
One Charles Private Wealth Services, LLC
Shepherd Kaplan Krochuk, Llc
Landaas & Co /wi /adv
Holderness Investments Co
Diversified Trust Co
WESPAC Advisors, LLC
BRYN MAWR TRUST Co
Cahill Financial Advisors Inc
Schrum Private Wealth Management LLC
Soltis Investment Advisors LLC
Kraft, Davis & Associates, LLC
VisionPoint Advisory Group, LLC
Kennebec Savings Bank
HMV Wealth Advisors, LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Brinker Capital Investments, LLC
SageView Advisory Group, LLC
Abound Wealth Management
Embree Financial Group
My Purposeful Wealth Corp.
Brown Brothers Harriman & Co
Mission Creek Capital Partners, Inc.
Cresset Asset Management, LLC
Core Wealth Advisors, Inc.
Whittier Trust Co Of Nevada Inc
NCM Capital Management, LLC
TrueWealth Advisors, LLC
Martel Wealth Advisors Inc
Fifth Third Wealth Advisors LLC
Walled Lake Planning & Wealth Management, Llc
Krilogy Financial LLC
Winthrop Advisory Group LLC
Narwhal Capital Management
Walker Financial Services, Inc.
Mendel Capital Management LLC
Fortis Capital Management LLC
Cathy Pareto & Associates, Inc
FLC Capital Advisors
Foresight Capital Management Advisors, Inc.
Spectrum Wealth Counsel, LLC
McAlister, Sweet & Associates, Inc.
Prosperity Wealth Management, Inc.
RDA Financial Network
Ameritas Investment Partners, Inc.
Brasada Capital Management, Lp
Stone Point Wealth LLC
BSW Wealth Partners
Mountain Hill Investment Partners Corp.
Commonwealth Retirement Investments LLC
Cm Wealth Advisors Llc
C M Bidwell & Associates Ltd
Mitchell Sinkler & Starr/pa
Western Pacific Wealth Management, LP
Capital Advisory Group Advisory Services, LLC
SNS Financial Group, LLC
Florida Financial Advisors, Llc
Mirae Asset Global Investments Co., Ltd.
Level Four Advisory Services, Llc
Foguth Wealth Management, LLC.
Coastwise Capital Group, LLC
Costello Asset Management, INC
Ahl Investment Management, Inc.
Summit Financial, LLC
Leeward Financial Partners, LLC
Janney Montgomery Scott LLC
True Link Financial Advisors, LLC
Roman Butler Fullerton & Co
Qube Research & Technologies Ltd
Joseph P. Lucia & Associates, LLC
Captrust Financial Advisors
Pacific Wealth Strategies Group, Inc.
Red Mountain Financial, LLC
Bruce G. Allen Investments, LLC
Fi3 FINANCIAL ADVISORS, LLC
Charter Capital Management, LLC\DE
Regimen Wealth, Llc
Paladin Advisory Group, LLC
Geneos Wealth Management Inc.
RVW Wealth, LLC
Cardiff Park Advisors, Llc
Money Concepts Capital Corp
HBW Advisory Services LLC
Precedent Wealth Partners, Llc
Glen Eagle Advisors, LLC
Liberty Square Wealth Partners Llc
MCF Advisors LLC
Northwest Capital Management Inc
Wedbush Securities Inc
Transatlantique Private Wealth Llc
Arkansas Financial Group, Inc.
Investor's Fiduciary Advisor Network, LLC
Unique Wealth, Llc
Ullmann Financial Group, Inc.
Uptown Financial Advisors LLC
Ferguson Wellman Capital Management, Inc
Integrity Alliance, Llc.
Towneley Capital Management, Inc / DE
Adapt Wealth Advisors, Llc
Fisher Asset Management, LLC
Second Line Capital, LLC
Beaumont Financial Advisors, LLC
Woodside Wealth Management LLC
Scotia Capital Inc.
Mather Group, Llc.
Smart Money Group LLC
Private Advisory Group LLC
Anchor Investment Management, LLC
Milestone Asset Management Group, LLC
BlueStem Wealth Partners, LLC
CapWealth Advisors, LLC
International Assets Investment Management, Llc
Total Wealth Planning, Llc
Clarkston Capital Partners, LLC
Diametric Capital, LP
Element Wealth, LLC
Allworth Financial LP
Triton Wealth Management, PLLC
Signal Tree Financial Partners Llc
NewEdge Wealth, LLC
Insight Wealth Partners, LLC
Peachtree Investment Partners, LLC
Covington Investment Advisors Inc.
Root Financial Partners, LLC
ProVise Management Group, LLC
Texas Yale Capital Corp.
Walter & Keenan Financial Consulting Co /mi/ /adv
Whelan Financial
Hofer & Associates. Inc
Chapin Davis, Inc.
Dakota Wealth Management
Wit, Llc
Prime Capital Investment Advisors, LLC
Financial Synergies Wealth Advisors, Inc.
Cahaba Wealth Management, Inc.
Sovran Advisors, LLC
Latko Wealth Management, Ltd.
Old Port Advisors
HBK Sorce Advisory LLC
Meridian Wealth Partners, LLC
Vaughan Nelson Investment Management, L.p.
Us Bancorp \de\
Courage Miller Partners, LLC
Whitener Capital Management, Inc.
Fsb Premier Wealth Management, Inc.
Commonwealth Financial Services, LLC
Bank Of America Corp /de/
Alliance Wealth Management Group
International Private Wealth Advisors LLC
Charis Legacy Partners, LLC
Mercer Global Advisors Inc /adv
Bordeaux Wealth Advisors LLC
Resonant Capital Advisors, LLC
Seacrest Wealth Management, Llc
Steele Capital Management, Inc.
GHP Investment Advisors, Inc.
LaSalle St. Investment Advisors, LLC
Signal Advisors Wealth, LLC
GM Advisory Group, Inc.
Waterfront Wealth Inc.
Pinnacle Associates Ltd
Sheaff Brock Investment Advisors, LLC
Exchange Traded Concepts, Llc
Cyr Financial Inc.
West Financial Advisors, LLC
King Luther Capital Management Corp
Olympus Wealth Management, Llc
TruNorth Capital Management, LLC
Brookstone Capital Management
Sei Investments Co
Citigroup Inc
Miramar Capital, LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Haverford Trust Co
Sovereign Financial Group, Inc.
Channel Wealth Llc
Atlas Wealth Partners, LLC
Tsfg, Llc
Viawealth, Llc
Conservest Capital Advisors, Inc.
Orion Capital Management LLC
Clay Northam Wealth Management, LLC
Keeler & Nadler Financial Planning & Wealth Management
Islay Capital Management, Llc
Global Wealth Management, LLC
Fmr Llc
Note Advisors, LLC
JustInvest LLC
Cerity Partners LLC
Barnes Pettey Financial Advisors, Llc
Blue Barn Wealth, LLC
Armis Advisers, LLC
Newman Dignan & Sheerar, Inc.
Sage Financial Management Group, Inc.
Proathlete Wealth Management Llc
Certior Financial Group, Llc
Global Wealth Strategies & Associates
First Merchants Corp
Sowell Financial Services LLC
Waller Financial Planning Group, Inc
Verus Capital Partners, Llc
Hrt Financial Lp
Ptm Wealth Management, Llc
Perritt Capital Management Inc
Fountainhead AM, LLC
Baker Ellis Asset Management LLC
Peoples Bank /oh
Merkkuri Wealth Advisors LLC
Quantinno Capital Management LP
BOK Financial Private Wealth, Inc.
Coldstream Capital Management Inc
Financial Gravity Companies, Inc.
Cottage Street Advisors LLC
Heritage Trust Co
Game Plan Financial Advisors, LLC
Finer Wealth Management, Inc.
Mb, Levis & Associates, Llc
N.E.W. Advisory Services LLC
Tenon Financial LLC
Wealth Management Resources, Inc.
Hengehold Capital Management Llc
PDS Planning, Inc
Strategic Wealth Partners, Ltd.
Tortoise Investment Management, LLC
ETF Store, Inc.
Cross Staff Investments Inc
Centric Wealth Management
Janney Capital Management LLC
Whitaker-Myers Wealth Managers, LTD.
Midwest Capital Advisors, LLC
Aqr Capital Management Llc
HB Wealth Management, LLC
Jpmorgan Chase & Co
Integrated Wealth Concepts LLC
Valmark Advisers, Inc.
Samalin Investment Counsel, LLC
Warner Financial, Inc
Thurston, Springer, Miller, Herd & Titak, Inc.
Howard Financial Services, Ltd.
Freestate Advisors LLC
Great Waters Wealth Management
Sage Capital Advisors,llc
Empire Financial Management Company, LLC
First National Bank of Mount Dora, Trust Investment Services
Rehmann Capital Advisory Group
Delta Financial Group, Inc.
Leisure Capital Management
IMA Wealth, Inc.
Vista Wealth Management Group, LLC
USAdvisors Wealth Management, LLC
Retirement Planning Group
AlphaCore Capital LLC
Elevate Wealth Advisory, Inc
Cornerstone Planning Group LLC
Muirfield Wealth Advisors Llc
Prospera Financial Services Inc
American Capital Advisory, LLC
Capital Investment Advisors, LLC
Tower Research Capital LLC (TRC)
Cary Street Partner Investment Advisory Llc
Reyes Financial Architecture, Inc.
Advisory Services Network, LLC
Verdence Capital Advisors LLC
DAVENPORT & Co LLC
Keener Financial Planning LLC
Meridian Management Co
Valicenti Advisory Services Inc
Castle Rock Wealth Management, LLC
Myecfo, Llc
Comerica Bank
Asset Dedication, LLC
Chicago Partners Investment Group LLC
Access Financial Services, Inc.
Intrua Financial, LLC
Sentinel Pension Advisors Inc
Quadrant Private Wealth Management, LLC
First National Corp /ma/ /adv
Everhart Financial Group, Inc.
Scott Capital Advisors, LLC
TruWealth Advisors, LLC
IAG Wealth Partners, LLC
Cape Cod Five Cents Savings Bank
Kellett Schaffner Wealth Advisors LLC
Astoria Portfolio Advisors LLC.
Capital A Wealth Management, LLC
Cresta Advisors, Ltd.
Benchmark Wealth Management, LLC
Investmark Advisory Group LLC
Andrews, Lucia Wealth Management Llc
J2 Capital Management Inc
Cheviot Value Management, LLC
Apollon Wealth Management, LLC
Beacon Capital Management, LLC
Integrated Advisors Network LLC
Juncture Wealth Strategies, Llc
Plan Group Financial, LLC
Reliant Wealth Planning
Marco Investment Management Llc
Concord Asset Management, LLC/VA
Cooper Financial Group
Beacon Pointe Advisors, LLC
Mayflower Financial Advisors, LLC
Lindbrook Capital, Llc
Weik Capital Management
Horizon Investments, LLC
Founders Financial Alliance, LLC
Harbor Advisory Corp /ma/
Platform Technology Partners
Commerce Bank
Revisor Wealth Management LLC
Sound View Wealth Advisors Group, LLC
Calamos Wealth Management LLC
Wells Fargo & Company/mn
Sunesis Advisors, LLC
High Net Worth Advisory Group LLC
Buckingham Strategic Partners
Hm Payson & Co
Grantvest Financial Group LLC
Austin Private Wealth, LLC
Michels Family Financial, LLC
WESPAC Advisors SoCal, LLC
Joseph Group Capital Management
CWA Asset Management Group, LLC
Matrix Asset Advisors Inc/ny
Tanglewood Wealth Management, Inc.
Lakeshore Financial Planning, Inc.
McElhenny Sheffield Capital Management, LLC
Csenge Advisory Group
Center for Financial Planning, Inc.
Pinkerton Retirement Specialists, LLC
Citrine Capital LLC
Stratos Wealth Partners, LTD.
TFB Advisors LLC
Moloney Securities Asset Management, LLC
Kovack Advisors, Inc.
MJT & Associates Financial Advisory Group, Inc.
Herold Advisors, Inc.
Sittner & Nelson, Llc
Integral Investment Advisors, Inc.
Cambridge Financial Group, LLC
Compass Financial Group, INC/SD
Canvas Wealth Advisors, LLC
Advisory Alpha, LLC
Advisors Capital Management, LLC
D L Carlson Investment Group Inc
Hunter Associates Investment Management Llc
Heritage Wealth Architects, Inc.
Atria Wealth Solutions, Inc.
Crews Bank & Trust
Twin Tree Management, LP
Seelaus Asset Management LLC
Consolidated Portfolio Review Corp
Raab & Moskowitz Asset Management LLC
XML Financial, LLC
RMG Wealth Management LLC
Wade Financial Advisory, Inc
Bell Bank
Sequoia Financial Advisors, LLC
TFR Capital, LLC.
Signature Securities Group Corporation
Global Strategic Investment Solutions, LLC
CGC Financial Services, LLC
Litman Gregory Asset Management LLC
New Millennium Group LLC
Rps Advisory Solutions Llc
Tidemark, LLC
Acas, Llc
Dana Investment Advisors, Inc.
Exeter Financial, LLC
Legacy Financial Advisors, Inc.
Cornerstone Planning, LLC
Holos Integrated Wealth LLC
McCarthy Asset Management, Inc.
Planning Directions Inc
Bailard, Inc.
GPS Wealth Strategies Group, LLC
Syntegra Private Wealth Group, LLC
Studio Investment Management Llc
Forte Capital Llc /adv
NovaPoint Capital, LLC
Cubist Systematic Strategies, LLC
May Barnhard Investments LLC
Lighthouse Wealth Management Inc.
Wall Street Access Asset Management, LLC
New Insight Wealth Advisors
Comprehensive Money Management Services LLC
DDD Partners, LLC
Retirement Planning Group, Llc / Ny
Fortitude Family Office, LLC
Golden State Wealth Management, LLC
Atomi Financial Group, Inc.
Mayfair Advisory Group, LLC
LVW Advisors, LLC
Southland Equity Partners LLC
Forum Financial Management, LP
JBR Co Financial Management Inc
SkyOak Wealth, LLC
GGM Financials LLC
Crescent Sterling, Ltd.
Chris Bulman Inc
Strategy Asset Managers Llc
IFS Advisors, LLC
Blue Bell Private Wealth Management, Llc
Bernard Wealth Management Corp.
Summit Wealth Partners, LLC
World Equity Group, Inc.
Wiley Bros.-aintree Capital, Llc
My Personal CFO, LLC
Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares
Pinnacle Wealth Management Advisory Group, LLC
Bank of New Hampshire
FineMark National Bank & Trust
Sonora Investment Management Group, LLC
Papp L Roy & Associates
Dale Q Rice Investment Management Ltd
Stokes Family Office, LLC
Lodestone Wealth Management LLC
Ridgewood Investments LLC
Sax Wealth Advisors, Llc
MAI Capital Management
CAP Partners, LLC
Stony Point Wealth Management Inc.
Robbins Farley Llc
Next Level Wealth Planning, LLC
Cutler Investment Counsel Llc
Fidelis Capital Partners, LLC
Kane Investment Management, Inc.
MBE Wealth Management, LLC
Verum Partners LLC
Savvy Advisors, Inc.
Grimes & Company, Inc.
Lowery Thomas, Llc
Compass Wealth Management, LLC/GA
Semus Wealth Partners LLC
We Are One Seven, LLC
Arkadios Wealth Advisors
Plancorp, LLC
Lodestar Private Asset Management Llc
Truist Financial Corp
Venture Visionary Partners LLC
Kayne Anderson Rudnick Investment Management Llc
Nbc Securities, Inc.
Bouchey Financial Group Ltd
Callan Capital, LLC
Sandy Spring Bank
MBL Wealth, LLC
Wills Financial Group LLC
Creekmur Asset Management LLC
Carnegie Capital Asset Management, LLC
Eagle Rock Investment Company, Llc
Advisory Resource Group
Nautilus Advisors LLC
Rather & Kittrell, Inc.
Compass Financial Services Inc
Drucker Wealth 3.0, LLC
Oppenheimer & Co Inc
Fiduciary Family Office, Llc
Red Crane Wealth Management, Llc
Flagship Harbor Advisors, Llc
Sarver Vrooman Wealth Advisors
LOM Asset Management Ltd
Lcnb Corp
PKS Advisory Services, LLC
BLVD Private Wealth, LLC
Sepio Capital, LP
Castle Wealth Management Llc
Metropolitan Life Insurance Co/ny
Clientfirst Wealth Management, LLC
Klingman & Associates, LLC
Financial Guidance Group, Inc.
Diversify Wealth Management, Llc
Northstar Financial Companies, Inc.
Hopwood Financial Services, Inc.
Pitcairn Co
First Command Advisory Services, Inc.
Buck Wealth Strategies, LLC
Welch & Forbes Llc
Rockefeller Capital Management L.P.
Laraway Financial Inc
Brooks, Moore & Associates, Inc.
Financial Advisory Service, Inc.
Biltmore Family Office, LLC
apricus wealth, LLC
Bond & Devick Financial Network, Inc.
Seek First Inc.
Walkner Condon Financial Advisors LLC
Pps&v Asset Management Consultants, Inc.
Principle Wealth Partners Llc
Cozad Asset Management Inc
Mutual Advisors, LLC
Robinson Smith Wealth Advisors Llc
Goldman Sachs Group Inc
FSC Wealth Advisors, LLC
Capital Advisors Inc/ok
Lowe Wealth Advisors, LLC
Clear Creek Financial Management, LLC
Hallmark Capital Management Inc
Northcape Wealth Management, Llc
Presidio Capital Management, LLC
Hollencrest Capital Management
Arrowroot Family Office, LLC
Pensionmark Financial Group, Llc
Peregrine Asset Advisers, Inc.
49 Wealth Management, Llc
Financial Designs Corp
Acorn Financial Advisory Services Inc /adv
Fiduciary Trust Co
Magnolia Capital Advisors Llc
Synergy Investment Management, LLC
RIA Advisory Group LLC
Copia Wealth Management
Bank Of Montreal /can/
Well Done, LLC
Naples Global Advisors, Llc
Qrg Capital Management, Inc.
Capital Investment Advisory Services, LLC
Hilltop Holdings Inc.
Caliber Wealth Management, LLC / KS
WealthPlan Investment Management, LLC
Nicholas Hoffman & Company, LLC.
Connecticut Wealth Management, LLC
Harbor Group, Inc.
Strategic Financial Partners, Ltd.
Richardson Capital Management LLC
Covestor Ltd
KG&L Capital Management,LLC
Roxbury Financial LLC
Soundwatch Capital LLC
Breakwater Investment Management
Capital Investment Counsel, LLC
Aspen Wealth Strategies, LLC
Beckerman Institutional, LLC
Salomon & Ludwin, LLC
Oxbow Advisors, LLC
Sigma Planning Corp
Wealthspan Partners, Llc
AA Financial Advisors, LLC
Destination Wealth Management
BEAM Asset Management, LLC
Oxinas Partners Wealth Management LLC
Mission Wealth Management, Lp
Kilter Group LLC
Sofos Investments, Inc.
Fairview Capital Investment Management, Llc
Probity Advisors, Inc.
Trust Co
Hendershot Investments Inc.
SJS Investment Consulting Inc.
Congress Wealth Management LLC / DE /
Lowe Brockenbrough & Co Inc
Maripau Wealth Management Llc
Golden State Equity Partners
Warren Averett Asset Management, LLC
MFA Wealth Services
Genesee Capital Advisors, LLC
Adams Asset Advisors, LLC
Centerpoint Advisory Group
GPM Growth Investors, Inc.
Invst, LLC
Equitable Trust Co
Second Half Financial Partners, LLC
Tcfg Wealth Management, Llc
Armstrong Advisory Group, Inc
Straight Path Wealth Management
Emerald Investment Partners, Llc
Barnes Wealth Management Group, Inc
Solitude Financial Services
Aspen Investment Management Inc
Appleton Partners Inc/ma
Redmont Wealth Advisors Llc
Signature Resources Capital Management, LLC
Hutchens & Kramer Investment Management Group, LLC
Allied Investment Advisors, LLC
Andina Capital Management, LLC
Axis Wealth Partners, LLC
MainStreet Investment Advisors LLC
17 Capital Partners, Llc
Global Financial Private Client, LLC
Duncan Williams Asset Management, LLC
Mid-American Wealth Advisory Group, Inc.
Keystone Financial Services, LLC
Harmony Asset Management Llc
Parkworth Wealth Management, Inc.
McCarthy Grittinger Financial Group, LLC
Cypress Wealth Services, LLC
Vanguard Capital Wealth Advisors
Ameriflex Group, Inc.
Darrow Company, Inc.
Fiduciary Alliance LLC
Total Investment Management Inc
Hamel Associates, Inc.
Skyline Advisors, Inc.
Johnson Investment Counsel Inc
Equitable Holdings, Inc.
Roberts Glore & Co Inc /il/
Legacy Private Trust Co.
Chelsea Counsel Co
Marquette Asset Management, LLC
Global Retirement Partners, LLC
Capital Asset Advisory Services LLC
Compass Advisory Group LLC
Kingswood Wealth Advisors, Llc
Thrivent Financial For Lutherans
LifePlan Financial, LLC
Elevation Capital Advisory, LLC
Curbstone Financial Management Corp
YANKCOM Partnership
Bokf, Na
Baker Tilly Financial, Llc
Disciplined Equity Management, Inc.
Thoroughbred Financial Services, Llc
Compass Ion Advisors, LLC
Strategic Wealth Designers
Clearview Wealth Advisors LLC
Orgel Wealth Management, LLC
Safe Harbor Fiduciary, LLC
Wealthspire Advisors, LLC
Gradient Capital Advisors, LLC
Colony Group, LLC
Ausdal Financial Partners, Inc.
Thompson Investment Management, Inc.
Mariner, LLC
Napatree Capital Llc
Financial Partners Group, LLC
Manchester Capital Management LLC
CoreCap Advisors, LLC
Brighton Jones Llc
Cura Wealth Advisors, Llc
Friday Financial
Red Tortoise LLC
Essex Financial Services, Inc.
Axxcess Wealth Management, Llc
Evermay Wealth Management Llc
St. Johns Investment Management Company, LLC
Townsend Asset Management Corp /nc/ /adv
Apriem Advisors
Barrett & Company, Inc.
Synovus Financial Corp
Tudor Investment Corp Et Al
Heritage Wealth Advisors
Valley National Advisers Inc
Moran Wealth Management, LLC
Financial Engines Advisors L.L.C.
EverSource Wealth Advisors, LLC
West Michigan Advisors, Llc
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
FRG Family Wealth Advisors LLC
CRA Financial Services, LLC
Trust Co Of Toledo Na /oh/
Clear Point Advisors Inc.
SP Asset Management LLC
Birchbrook, Inc.
Level Wealth Management LLC
Partners Wealth Management, Llc
Wulff, Hansen & Co.
Grandview Asset Management LLC
Ridgeline Wealth Planning, LLC
1st Source Bank
PUREfi Wealth, LLC
Minot DeBlois Advisors LLC
Russell Investments Group, Ltd.
Aaron Wealth Advisors LLC
Brown, Lisle/cummings, Inc.
Hughes Financial Services, LLC
Goldstone Financial Group, LLC
Van Hulzen Asset Management, LLC
Evanson Asset Management, LLC
VSM Wealth Advisory, LLC
Lion Street Advisors, LLC
Woodward Diversified Capital, Llc
First Financial Group Corp
Vermillion Wealth Management, Inc.
Ethos Financial Group, LLC
Flagship Wealth Advisors, Llc
Wesbanco Bank Inc
Fairway Financial, LLC
SWS Partners
Continuum Advisory, LLC
Cornerstone Wealth Management, LLC
Bonfire Financial
AllGen Financial Advisors, Inc.
Great Lakes Advisors, Llc
Global Trust Asset Management, LLC
Madden Advisory Services, Inc.
Arlington Trust Co LLC
Hemington Wealth Management
Agate Pass Investment Management, LLC
Headinvest, Llc
Aurora Private Wealth, Inc.
Natixis Advisors, L.p.
Crowley Wealth Management, Inc.
OLIO Financial Planning
Winch Advisory Services, LLC
Legacy Investment Solutions, LLC
Lane & Associates LLC
Graves-Light Private Wealth Management, Inc.
Breakwater Capital Group
Bradley Foster & Sargent Inc/ct
Elite Financial, Inc.
Sage Investment Counsel LLC
Transamerica Financial Advisors, Inc.
Nova Wealth Management, Inc.
Baron Silver Stevens Financial Advisors, Llc
Princeton Global Asset Management LLC
Coastal Bridge Advisors, LLC
Barry Investment Advisors, LLC
BlueChip Wealth Advisors LLC
Phillips Financial Management, Llc
Key FInancial Inc
NorthRock Partners, LLC
Silvia Mccoll Wealth Management, Llc
Wingate Wealth Advisors, Inc.
Eukles Asset Management
CIBC World Markets Inc.
Owen LaRue, LLC
O'shaughnessy Asset Management, Llc
McIlrath & Eck, LLC
Etesian Wealth Advisors, Inc.
Powers Advisory Group, LLC
Patten & Patten Inc/tn
Jefferies Financial Group Inc.
Firethorn Wealth Partners, Llc
Charles Schwab Trust Co
Benjamin Edwards Inc
Betterment LLC
Noesis Capital Mangement Corp
Scott Marsh Financial, LLC
Hilltop National Bank
Aspen Grove Capital, LLC
Novem Group
Bnc Wealth Management, Llc
Legacy Bridge, LLC
MidAtlantic Capital Management, Inc.
Financial Advisors Network, Inc.
Private Client Services, Llc
Ieq Capital, Llc
Morling Financial Advisors, LLC
GoalVest Advisory LLC
Curtis Advisory Group, LLC
Intergy Private Wealth, LLC
Pinnacle Wealth Planning Services, Inc.
Focused Wealth Management, Inc
SRS Capital Advisors, Inc.
Magnus Financial Group LLC
Colorado Capital Management, Inc.
Missouri Trust & Investment Co
Avantax Advisory Services, Inc.
Milestone Investment Advisors LLC
Indie Asset Partners, LLC
Wsfs Capital Management, Llc
Camden National Bank
Cary Street Partners Financial Llc
Advisor Resource Council
Moisand Fitzgerald Tamayo, LLC
Founders Financial Securities Llc
Beacon Financial Planning, Inc
Acropolis Investment Management, LLC
Capital Analysts, Inc.
Pasadena Private Wealth, LLC
Gerber Kawasaki Wealth & Investment Management
North Forty Two & Co.
CNB Bank
Leuthold Group, Llc
Park Avenue Securities Llc
Hudock, Inc.
ULTRA SERIES FUND - Diversified Income Fund Class I
Guardian Financial Partners, LLC
Argent Trust Co
Evolution Wealth Management Inc.
Onyx Bridge Wealth Group LLC
McAdam, LLC
Waterloo Capital, L.P.
Bellwether Advisors, LLC
Addison Advisors LLC
Pennsylvania Capital Management Inc /adv
Galvin, Gaustad & Stein, LLC
1620 Investment Advisors, Inc.
Verus Financial Partners, Inc.
YHB Investment Advisors, Inc.
Daymark Wealth Partners, Llc
Aprio Wealth Management, LLC
Morton Brown Family Wealth, LLC
Register Financial Advisors LLC
Windsor Advisory Group, LLC
Transform Wealth, LLC
SILVER OAK SECURITIES, Inc
Blue Capital, Inc.
Dominguez Wealth Management Solutions, Inc.
Adams Wealth Management
TCG Advisory Services, LLC
Lansing Street Advisors
Centerpoint Advisors, LLC
Stonebrook Private Inc.
Darden Wealth Group Inc
Atlas Capital Advisors Llc
Stonehearth Capital Management, LLC
Envestnet Portfolio Solutions, Inc.
Assetmark, Inc
Round Rock Advisors, LLC
Stephens Consulting, LLC
Provident Wealth Management, LLC
TD Capital Management LLC
FourThought Financial Partners, LLC
Ridgecrest Wealth Partners, Llc
Evergreen Advisors, LLC
Sharkey, Howes & Javer
RMB Capital Management, LLC
Aberdeen Wealth Management LLC
Broadleaf Partners, LLC
Eq Wealth Advisors, Llc
IHT Wealth Management, LLC
Victory Financial Group, Llc
Tiaa Trust, National Association
Rise Advisors, LLC
XTX Topco Ltd
Stewardship Advisors, LLC
Northeast Financial Consultants Inc
Annex Advisory Services, LLC
ENDW - EA Series Trust - Cambria Endowment Style ETF
Creative Financial Designs Inc /adv
Penney Financial, LLC
Global Assets Advisory, LLC
Ameritas Advisory Services, LLC
JPL Wealth Management, LLC
Avos Capital Management, LLC
Financial Partners Group, Inc
Visionary Wealth Advisors
waypoint wealth counsel
Moors & Cabot, Inc.
Legacy Financial Group LLC
Redhawk Wealth Advisors, Inc.
Procyon Private Wealth Partners, LLC
MeadowBrook Investment Advisors LLC
Toth Financial Advisory Corp
Bangor Savings Bank
Kingstone Capital Partners Texas, LLC
Revolve Wealth Partners, LLC
Guardian Wealth Advisors, Llc / Nc
Dynamic Advisor Solutions LLC
Townsquare Capital Llc
Transce3nd, LLC
Private Wealth Asset Management, LLC
HighTower Advisors, LLC
McGrath & Associates, Inc.
CBIZ Investment Advisory Services, LLC
Next Capital Management LLC
Code Waechter LLC
Rollins Financial Advisors, LLC
One Day In July LLC
FF Advisors,LLC
Lantern Wealth Advisors, LLC
Planned Solutions, Inc.
Ulland Investment Advisors, LLC
Indiana Trust & Investment Management CO
TRUE Private Wealth Advisors
Yukon Wealth Management, Inc.
Delap Wealth Advisory, Llc
Good Life Advisors, LLC
IFG Advisory, LLC
Zhang Financial LLC
Peak Financial Management, Inc.
Jfs Wealth Advisors, Llc
Neuberger Berman Group LLC
Chilton Capital Management Llc
Weaver Capital Management LLC
Bogart Wealth, LLC
Kfg Wealth Management, Llc
Brown Advisory Inc
Wealth Alliance
Martin Capital Partners, LLC
Generation Capital Management LLC
Spire Wealth Management
Insight Advisors, LLC/ PA
Forum Private Client Group LLC
Versant Capital Management, Inc
Financial Advisors, LLC
Stockman Wealth Management, Inc.
Demars Financial Group, LLC
Weitzel Financial Services, Inc.
Van Cleef Asset Management,Inc
Binnacle Investments Inc
Raub Brock Capital Management LP
Pathstone Holdings, LLC
United Advisor Group, LLC
West Bancorporation Inc
Christensen, King & Associates Investment Services, Inc.
Webster Bank, N. A.
MOKAN Wealth Management Inc.
Olistico Wealth, LLC
CHB Investment Group, LLC
Rakuten Investment Management, Inc.
CVA Family Office, LLC
Silicon Valley Capital Partners
Winthrop Capital Management, LLC
Ronald Blue Trust, Inc.
Integrity Financial Corp /WA
Beacon Financial Advisory LLC
Allie Family Office LLC
Heritage Oak Wealth Advisors Llc
D. E. Shaw & Co., Inc.
Smithfield Trust Co
Gwn Securities Inc.
Briaud Financial Planning, Inc
Mirador Capital Partners LP
Gould Capital, LLC
RKL Wealth Management LLC
Outfitter Financial LLC
Garden State Investment Advisory Services LLC
Steward Partners Investment Advisory, Llc
Advance Capital Management, Inc.
Capital Management Associates, Inc
Ritter Daniher Financial Advisory LLC / DE
Pinnacle Wealth Management Group, Inc.
Granite Bay Wealth Management, LLC
Clear Street Markets Llc
Golden Reserve Retirement LLC
Modera Wealth Management, LLC
Collective Family Office Llc
Members Advisory Group LLC
Guardian Wealth Management, Inc.
Avidian Wealth Solutions, LLC
Camden Capital, LLC
North Star Investment Management Corp.
Iron Horse Wealth Management, LLC
Northeast Financial Group, Inc.
Prosperity Consulting Group, LLC
Parkside Financial Bank & Trust
Oak Harbor Wealth Partners, Llc
UMA Financial Services, Inc.
J.w. Cole Advisors, Inc.
Bessemer Group Inc
Delta Investment Management, LLC
Sterling Investment Advisors, Ltd.
Quadcap Wealth Management, LLC
Gradient Investments LLC
Morton Community Bank
Robertson Stephens Wealth Management, LLC
EP Wealth Advisors, Inc.
Prosperitas Financial LLC
Phil A. Younker & Associates, Ltd.
Wealth Preservation Advisors, LLC
Aspect Partners, LLC
Investment Partners Asset Management, Inc.
Ellis Investment Partners, LLC
Iron Financial, LLC
American Alpha Advisors, LLC
Wealth Alliance Advisory Group, LLC
MSH Capital Advisors LLC
FMA Wealth Management, LLC
Enclave Advisors LLC
OMNI 360 Wealth, Inc.
Federated Hermes, Inc.
Legacy Capital Wealth Partners, LLC
Kmg Fiduciary Partners, Llc
Cowa, Llc
JMG Financial Group, Ltd.
Chokshi & Queen Wealth Advisors, Inc
SevenBridge Financial Group, LLC
Kcm Investment Advisors Llc
Newbridge Financial Services Group, Inc.
FSM Wealth Advisors, LLC
Smartleaf Asset Management LLC
Kozak & Associates, Inc.
Valley Financial Group, Inc.
Palouse Capital Management, Inc.
Wealthgarden F.s. Llc
Cynosure Management, Llc
Halbert Hargrove Global Advisors, Llc
Vanguard Group Inc
Keystone Financial Group, Inc.
Blue Chip Partners, Inc.
Capital Advantage, Inc.
Inlight Wealth Management, LLC
Rosenberg Matthew Hamilton
Baldwin Investment Management, LLC
TD Waterhouse Canada Inc.
Asset Allocation & Management Company, LLC
XY Planning Network, Inc.
Truvestments Capital Llc
Obermeyer Wood Investment Counsel, Lllp
CacheTech Inc.
Royal Capital Wealth Management, LLC
Joel Isaacson & Co., LLC
Exencial Wealth Advisors, Llc
Hoey Investments, Inc
Royal Bank Of Canada
North Star Asset Management Inc
Trilogy Capital Inc.
Catalytic Wealth RIA, LLC
Goepper Burkhardt LLC
Bell Investment Advisors, Inc
Strategic Advocates LLC
ZynergyRetirementPlanningLLC
Angeles Wealth Management, Llc
Future Financial Wealth Managment LLC
Cambridge Investment Research Advisors, Inc.
Bellevue Asset Management, Llc
Safeguard Financial, LLC
Belpointe Asset Management LLC
Smallwood Wealth Investment Management, LLC
True Wealth Design, LLC
PrairieView Partners, LLC
KC Investment Advisors, LLC
Colonial Trust Co / SC
Horizon Bancorp Inc /in/
St Germain D J Co Inc
Pacific Capital Wealth Advisors, Inc
Ironwood Financial, llc
Coordinated Financial Services, Inc.
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