MX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF - Net Long/Short Value

iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
MX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF - Net Long/Short Value
이 페이지에는 13F 또는 NPORT 보고서(Filling)에 보고된 각 기관들의 보유 주식에 대한 "순 롱/숏 평가"(Net long/short valuation) 지표가 게시됩니다. Fintel은 순 롱/숏 가치(Net long/short value)을 계산하기 위해, 콜옵션 가치에 주식 가치를 더하고, 풋옵션 가치를 뺍니다. 공매도 포지션을 보고하는 펀드들은 주식 값을 음수(-)로 보고합니다. 순 롱 포지션은 순 롱/숏 열에 양수(+)를 표시되며, 순 숏 포지션(매도 포지션)은 해당 열에 음수로 표시됩니다.
주주 지분 가치
($1,000)
콜 가치
($1,000)
풋 가치
($1,000)
순 롱/숏
($1,000)
Summit Global Investments
McCartney Wealth Management LLC
Goldman Sachs Group Inc
Armstrong Advisory Group, Inc
Heirloom Wealth Management
Two Sigma Investments, Lp
Capital Asset Advisory Services LLC
Southern Michigan Bank & Trust
St Germain D J Co Inc
Gallacher Capital Management LLC
Front Row Advisors LLC
Security Financial Services, INC.
Flagship Harbor Advisors, Llc
Financial Life Advisors
Hudson Oak Wealth Advisory LLC
Gwn Securities Inc.
Midwest Trust Co
Legacy Financial Advisors, Inc.
W Advisors, Llc
Pallas Capital Advisors LLC
Ewa, Llc
Buckingham Strategic Partners
Sound Portfolio Advisors, LLC
Twin Peaks Wealth Advisors, LLC
Smart Money Group LLC
Independent Advisor Alliance
Wealthfront Advisers Llc
Turtle Creek Wealth Advisors, LLC
Summit Investment Advisory Services, LLC
KilterHowling LLC
Kovitz Investment Group Partners, LLC
Sonoma Allocations LLC
Integrity Wealth Partners, LLC
MSH Capital Advisors LLC
Sax Wealth Advisors, Llc
GAMMA Investing LLC
Oversea-Chinese Banking CORP Ltd
Sweeney & Michel, Llc
Cetera Investment Advisers
Comprehensive Financial Planning, Inc./PA
River's Edge Wealth Management, Llc
Genesis Private Wealth, Llc
Aspect Partners, LLC
Balboa Wealth Partners
Strategic Family Wealth Counselors, L.L.C.
Kastel Capital Advisors, LLC
Professional Financial Advisors, LLC
Bartlett & Co. Wealth Management Llc
Mairs & Power Inc
Delta Asset Management Llc/tn
Allworth Financial LP
Sovereign Financial Group, Inc.
Gts Securities Llc
Optimist Retirement Group LLC
VisionPoint Advisory Group, LLC
Janney Montgomery Scott LLC
Edmond De Rothschild Holding S.a.
Blue Zone Wealth Advisors, LLC
Tocqueville Asset Management L.p.
Invested Advisors
BXM Wealth LLC
Us Bancorp \de\
Stratos Wealth Advisors, LLC
Moors & Cabot, Inc.
National Asset Management, Inc.
Well Done, LLC
Gerber Kawasaki Wealth & Investment Management
StrongBox Wealth, LLC
GenTrust, LLC
Qube Research & Technologies Ltd
Concentrum Wealth Management
Gilpin Wealth Management, Llc
Boreal Capital Management LLC
Caliber Wealth Management, LLC / KS
Moody Lynn & Lieberson, Llc
Cary Street Partner Investment Advisory Llc
Concurrent Investment Advisors, LLC
Bourgeon Capital Management Llc
Mosley Wealth Management
Bank Of America Corp /de/
Wealth Alliance
Private Advisor Group, LLC
Harpswell Capital Advisors, LLC
Meridian Wealth Advisors, LLC
EdgeRock Capital LLC
Quent Capital, LLC
Beta Wealth Group, Inc.
Tanglewood Legacy Advisors, LLC
Five Pine Wealth Management
Smart Portfolios, LLC
Pursuit Wealth Strategies, Llc
Journey Advisory Group, LLC
Dunhill Financial, LLC
Reyes Financial Architecture, Inc.
Newton One Investments LLC
Bayban
Glenview Trust Co
Atlantic Private Wealth, LLC
Ritholtz Wealth Management
Cerity Partners LLC
Advisors Capital Management, LLC
NCM Capital Management, LLC
Prasad Wealth Partners, LLC
ProVise Management Group, LLC
Beacon Pointe Advisors, LLC
Empowered Funds, LLC
Joel Adams & Associates, Inc.
Fragasso Group Inc.
Nomura Asset Management Co Ltd
Royal Bank Of Canada
Cardinal Strategic Wealth Guidance
Rachor Investment Advisory Services, LLC
CrossGen Wealth, LLC
Camden National Bank
Evergreen Wealth Solutions, LLC
Triumph Capital Management
Sequoia Financial Advisors, LLC
Atlantic Union Bankshares Corp
Kelman-Lazarov, Inc.
Symphony Financial, Ltd. Co.
Vermillion Wealth Management, Inc.
MTM Investment Management, LLC
AllSquare Wealth Management LLC
Rowland & Co Investment Counsel/adv
Golden State Wealth Management, LLC
Goldstein Advisors, LLC
Berkeley, Inc
Cowa, Llc
New England Private Wealth Advisors LLC
Santori & Peters, Inc.
Wealth Management Associates, Inc.
Sunbelt Securities, Inc.
Keybank National Association/oh
CAPROCK Group, Inc.
Empower Advisory Group, LLC
Jaffetilchin Investment Partners, LLC
Parkside Financial Bank & Trust
Capital Advisor Network LLC
LVZ Advisors, Inc.
J. Goldman & Co LP
Private Trust Co Na
Bay Harbor Wealth Management, LLC
Advisor Resource Council
Liberty Wealth Management Llc
Captrust Financial Advisors
Centennial Bank/AR/
Balance Wealth, LLC
Fort Washington Investment Advisors Inc /oh/
Wharton Business Group, LLC
BOK Financial Private Wealth, Inc.
Intrua Financial, LLC
Red Reef Advisors Llc
Mullooly Asset Management, Inc.
Bell Investment Advisors, Inc
Advisor Group Holdings, Inc.
Tompkins Financial Corp
Horizon Investments, LLC
Centaurus Financial, Inc.
Networth Advisors, LLC
Clear Investment Research, Llc
Corsicana & Co.
BlueStem Wealth Partners, LLC
JMG Financial Group, Ltd.
Comprehensive Financial Consultants Institutional, Inc.
Claro Advisors LLC
Principal Securities, Inc.
CFO4Life Group, LLC
Magnolia Wealth Management, LLC
Quadrant Private Wealth Management, LLC
O'shaughnessy Asset Management, Llc
Perfromance Wealth Partners, LLC
Monograph Wealth Advisors, Llc
Central Pacific Bank - Trust Division
CIBC World Markets Inc.
New Republic Capital, LLC
Copia Wealth Management
Accretive Wealth Partners, LLC
Avant Capital LLC
Kaydan Wealth Management, Inc.
Carrera Capital Advisors
Hartland & Co., LLC
Roxbury Financial LLC
Founders Financial Alliance, LLC
Montecito Bank & Trust
Croban
Signature Equity Partners, LLC
Brookstone Capital Management
Marino, Stram & Associates Llc
Becker Capital Management Inc
Pinnacle Family Advisors, LLC
Atlas Legacy Advisors, LLC
Boston Family Office Llc
Howe & Rusling Inc
Opus Financial Solutions LLC
Foundations Investment Advisors, LLC
Kovack Advisors, Inc.
SG Trading Solutions, LLC
Thoroughbred Financial Services, Llc
Integrity Advisory Solutions, LLC
Eldridge Investment Advisors, Inc.
Integrated Wealth Concepts LLC
Beaird Harris Wealth Management, LLC
VERITY Wealth Advisors
Fiduciary Group LLC
TCI Wealth Advisors, Inc.
Valmark Advisers, Inc.
Golden State Equity Partners
Ridgewood Investments LLC
Miracle Mile Advisors, LLC
Venturi Wealth Management, LLC
PFG Private Wealth Management, LLC
Mattern Wealth Management LLC
Flagship Private Wealth, LLC
Wedbush Securities Inc
Fmr Llc
Laurel Oak Wealth Management, Llc
Connecticut Wealth Management, LLC
Coastal Investment Advisors, Inc.
Whittier Trust Co Of Nevada Inc
Quest 10 Wealth Builders, Inc.
Harborfront Financial Group LLC
Elevate Wealth Advisory, Inc
Maryland Capital Advisors Inc.
Ameritas Advisory Services, LLC
August Group Capital Ltd
Operose Advisors LLC
Costello Asset Management, INC
Compass Capital Corp /ma/ /adv
Financial Enhancement Group LLC
Wells Fargo & Company/mn
Centric Wealth Management
Prime Capital Investment Advisors, LLC
Tradition Wealth Management, LLC
Trilogy Capital Inc.
Aspire Growth Partners LLC
Cornerstone Wealth Management, LLC
Yarger Wealth Strategies, Llc
SHP Wealth Management
Mark Sheptoff Financial Planning, Llc
Avaii Wealth Management, Llc
Flatrock Wealth Partners LLC
Berkshire Money Management, Inc.
Beese Fulmer Investment Management, Inc.
STAR Financial Bank
Chesley Taft & Associates LLC
Mariner, LLC
MorganRosel Wealth Management, LLC
Oxford Financial Group Ltd
Addison Capital Co
Nova Wealth Management, Inc.
Brady Martz Wealth Solutions, LLC
Pathfinder Wealth Consulting, Inc.
Putnam Fl Investment Management Co
McKinley Carter Wealth Services, Inc.
Western Wealth Management, LLC
PDS Planning, Inc
Collier Financial
Symmetry Partners, LLC
Quantbot Technologies LP
Sigma Planning Corp
HB Wealth Management, LLC
Susquehanna International Group, Llp
Guardian Asset Advisors, LLC
VestGen Advisors, LLC
Coldstream Capital Management Inc
BCGM Wealth Management, LLC
Foster Victor Wealth Advisors, LLC
MidFirst Bank
Everpar Advisors Llc
Mv Capital Management, Inc.
Cornerstone Planning Group LLC
Cozad Asset Management Inc
Hoese & Co LLP
Murphy & Mullick Capital Management Corp
M Holdings Securities, Inc.
Carr Financial Group Corp
Bowman & Co S.C.
Advisory Alpha, LLC
Associated Banc-corp
Archer Investment Management, LLC
Morey & Quinn Wealth Partners, LLC
Pittenger & Anderson Inc
Ibex Wealth Advisors
Portfolio Design Labs, LLC
Maia Wealth LLC
Destination Wealth Management
BKD Wealth Advisors, LLC
JGP Wealth Management, LLC
Reality Financial Planning Services, LLC
Seacrest Wealth Management, Llc
Oppenheimer & Co Inc
Manning & Napier Advisors Llc
Dakota Wealth Management
Barnes Wealth Management Group, Inc
Caldwell Securities, Inc
Baring Financial LLC
Concord Wealth Partners
Jones Financial Companies Lllp
Salem Investment Counselors Inc
Magnolia Capital Advisors Llc
Jmac Enterprises Llc
Integrity Financial Corp /WA
Investment Partners, Ltd.
Davis Wealth Advisors, LLC
Patriot Financial Group Insurance Agency, LLC
Journey Strategic Wealth Llc
Larson Financial Group LLC
Vestmark Advisory Solutions, Inc.
Sovran Advisors, LLC
DAVENPORT & Co LLC
Newbridge Financial Services Group, Inc.
Sage Capital Advisors,llc
Old National Bancorp /in/
True Link Financial Advisors, LLC
Foguth Wealth Management, LLC.
Sowell Financial Services LLC
Diversified Enterprises, LLC
Clg Llc
Atria Investments Llc
Weaver Consulting Group
Ubs Asset Management Americas Inc
Cassilly Financial Group LLC
Medallion Wealth Advisors, LLC
Joseph Group Capital Management
Park Avenue Securities Llc
SageView Advisory Group, LLC
GatePass Capital, LLC
ORG Wealth Partners, LLC
Integrated Advisors Network LLC
Aptus Capital Advisors, LLC
Fortitude Advisory Group L.L.C.
Insight Advisors, LLC/ PA
Strategic Advisory Partners, Llc
Green Square Capital Advisors Llc
Vanguard Advisers Inc
Jpmorgan Chase & Co
Keating Financial Advisory Services, Inc.
Mml Investors Services, Llc
LS Investment Advisors, LLC
Bridgewater Advisors Inc.
Rsm Us Wealth Management Llc
Barclays Plc
Post Resch Tallon Group Inc.
Cidel Asset Management Inc
Evergreen Capital Management Llc
Stonebridge Financial Planning Group, LLC
HHM Wealth Advisors, LLC
Merkkuri Wealth Advisors LLC
Mill Creek Capital Advisors, LLC
Bedel Financial Consulting, Inc.
Northern Trust Corp
Center For Asset Management LLC
First Business Financial Services, Inc.
DT Investment Partners, LLC
Hicks Capital Management Llc
Advisory Advocates, LLC
Nwam Llc
10Elms LLP
Smithfield Trust Co
Benjamin Edwards Inc
Sfmg, Llc
Ritter Daniher Financial Advisory LLC / DE
Selby Wealth Management, LLC
Unified Investment Management
Kingswood Wealth Advisors, Llc
Colton Groome Financial Advisors, Llc
Littlejohn Financial Services, Inc.
Altus Wealth Group LLC
Fiduciary Financial Group, Llc
Stonebrook Private Inc.
Regal Investment Advisors LLC
Duncker Streett & Co Inc
M3 Advisory Group, LLC
Van Hulzen Asset Management, LLC
Granite Bay Wealth Management, LLC
BDFS Capital LLC
Silvercrest Asset Management Group Llc
Crux Wealth Advisors
MAI Capital Management
Richardson Financial Services Inc.
Purpose Unlimited Inc.
Ironwood Wealth Management, Inc.
Squarepoint Ops LLC
Mcguire Capital Advisors Inc
Crewe Advisors LLC
Rothschild Investment Llc
Lloyd Advisory Services, LLC.
Keeler & Nadler Financial Planning & Wealth Management
Ellis Investment Partners, LLC
Bangor Savings Bank
4J Wealth Management LLC
Johnson Investment Counsel Inc
Inscription Capital, LLC
Armis Advisers, LLC
Northwest Financial Advisors
KERR FINANCIAL PLANNING Corp
ARS Wealth Advisors Group, LLC
Skopos Labs, Inc.
Patten Group, Inc.
Dynasty Wealth Management, Llc
West Wealth Group, LLC
Southland Equity Partners LLC
Cresset Asset Management, LLC
Brookwood Investment Group LLC
Estate Counselors, LLC
Sage Mountain Advisors LLC
E&G Advisors, LP
Indiana Trust & Investment Management CO
Modern Wealth Management, LLC
Stephen J. Garry & Associates, Llc
IMA Wealth, Inc.
Keebeck Wealth Management, LLC
NWF Advisory Services Inc.
Strategic Wealth Partners, Ltd.
Virtus ETF Advisers LLC
Independence Bank of Kentucky
Friedenthal Financial
Webster Bank, N. A.
Stone House Investment Management, LLC
Stifel Financial Corp
Vanguard Group Inc
Alpha Zero LLC
Farmers & Merchants Investments Inc
Holistic Planning, LLC
Wetzel Investment Advisors, Inc.
Evercore Wealth Management, LLC
1st Source Bank
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Intellectus Partners, LLC
Vista Investment Partners Ii, Llc
Colony Group, LLC
XY Planning Network, Inc.
Chris Bulman Inc
First Horizon Corp
Stewardship Advisors, LLC
Umb Bank N A/mo
Capital Insight Partners, Llc
Atlas Brown,Inc.
GSB Wealth Management, LLC
JustInvest LLC
Glenmede Trust Co Na
Scarborough Advisors, LLC
Millennium Management Llc
Legacy Advisory Services, LLC
Cascades Capital Asset Management, LLC
Brown Financial Advisory
TIAA Wealth Investment Management LLC
OpenArc Corporate Advisory, LLC
Savant Capital, LLC
Leelyn Smith, LLC
J.E. Simmons & Co., P.C.
Fisher Asset Management, LLC
Sanctuary Advisors, LLC
Halbert Hargrove Global Advisors, Llc
Summit Wealth Group Llc / Co
Ade, Llc
BEAM Asset Management, LLC
Sound Income Strategies, LLC
Garrett Wealth Advisory Group, LLC
Regions Financial Corp
AlphaStar Capital Management, LLC
Merit Financial Group, LLC
Accredited Investor Services, Llc
Black Diamond Financial, LLC
Proficio Capital Partners LLC
Great Valley Advisor Group, Inc.
Intrust Bank Na
Virtue Asset Management Llc
Southern Capital Advisors, Llc
Thrivent Financial For Lutherans
Successful Portfolios LLC
TPG Advisors LLC
Private Wealth Asset Management, LLC
Catalytic Wealth RIA, LLC
Pine Harbor Wealth Management, LLC
Arkansas Financial Group, Inc.
Wiley Bros.-aintree Capital, Llc
Oakmont Advisory Group, LLC
CIBC Private Wealth Group, LLC
Milestone Asset Management, Llc
AdvisorNet Financial, Inc
Adviser Investments LLC
Bank Of Montreal /can/
Garrett Investment Advisors LLC
Noble Wealth Management PBC
Lockheed Martin Investment Management Co
Tower Research Capital LLC (TRC)
Arcadia Wealth Management, LLC
BCJ Capital Management, LLC
Team Financial Group, LLC
Spectrum Asset Management, Inc. (NB/CA)
Vision Retirement, LLC
EP Wealth Advisors, Inc.
Twelve Points Wealth Management LLC
Pacific Center for Financial Services
Itau Unibanco Holding S.A.
Valeo Financial Advisors, LLC
MCF Advisors LLC
TD Waterhouse Canada Inc.
Caisse De Depot Et Placement Du Quebec
One Wealth Advisors, LLC
Pinnacle Wealth Planning Services, Inc.
Crabel Capital Management, LLC
Canandaigua National Bank & Trust Co
Root Financial Partners, LLC
Provenance Wealth Advisors, LLC
Nbt Bank N A /ny
Icon Wealth Advisors, LLC
Belpointe Asset Management LLC
Chicago Partners Investment Group LLC
McAdam, LLC
ShoreHaven Wealth Partners, LLC
Summit Financial, LLC
Legacy Wealth Managment, LLC/ID
Marshall & Sterling Wealth Advisors Inc.
KPP Advisory Services LLC
Qp Wealth Management, Llc
Investors Research Corp
COFG Advisors, LLC
Greater Midwest Financial Group, LLC
Jump Financial, LLC
Lester Murray Antman dba SimplyRich
Cahill Financial Advisors Inc
Secure Asset Management, LLC
Princeton Global Asset Management LLC
Gen-Wealth Partners Inc
Wolff Wiese Magana Llc
Empire Life Investments Inc.
Berkshire Bank
Simplicity Wealth,LLC
J.w. Cole Advisors, Inc.
Lineweaver Wealth Advisors, LLC
DecisionMap Wealth Management, LLC
MBE Wealth Management, LLC
Guidance Point Advisors, LLC
Milestone Investment Advisors LLC
Citadel Advisors Llc
Burns J W & Co Inc/ny
Prestige Wealth Management Group LLC
Shepherd Financial Partners LLC
Tranquilli Financial Advisor LLC
Headlands Technologies LLC
Curtis Advisory Group, LLC
Atomi Financial Group, Inc.
Saxony Capital Management, LLC
BancorpSouth Bank
Ballew Advisors, Inc
Founders Financial Securities Llc
Citizens National Bank Trust Department
Collective Family Office Llc
Perennial Investment Advisors, LLC
Entrust Financial Llc
Headinvest, Llc
Planning Project LLC
Baltimore-Washington Financial Advisors, Inc.
Clear Wave Wealth Management Llc
FineMark National Bank & Trust
Castle Rock Wealth Management, LLC
Stonehearth Capital Management, LLC
Burk Holdings LLC
Emerald Advisors, LLC
Bessemer Group Inc
Horrell Capital Management, Inc.
JB Capital LLC
Brown Advisory Inc
Tiaa-cref Individual & Institutional Services, Llc
Cambria Investment Management, L.P.
Granite FO LLC
Absolute Capital Management, LLC
Lincoln Capital LLC
Luken Investment Analytics, LLC
ONE Advisory Partners, LLC
Milestones Private Investment Advisors LLC
Portfolio Resources Advisor Group, Inc.
Prospera Financial Services Inc
Csenge Advisory Group
Pettyjohn, Wood & White, Inc
Mosaic Financial Group, Llc
Lodestone Wealth Management LLC
Transamerica Financial Advisors, Inc.
Kozak & Associates, Inc.
Fidelis Capital Partners, LLC
Harbor Group, Inc.
Birchwood Financial Partners, Inc.
Jackson Hole Capital Partners, LLC
Millburn Ridgefield Corp
Armbruster Capital Management, Inc.
Minot DeBlois Advisors LLC
Signal Advisors Wealth, LLC
WealthPlan Investment Management, LLC
Brown Brothers Harriman & Co
Timmons Wealth Management, LLC
Winthrop Advisory Group LLC
Bfsg, Llc
Wealthgarden F.s. Llc
Foster Dykema Cabot & Partners, Llc
Mosaic Family Wealth Partners, Llc
Federation des caisses Desjardins du Quebec
Karras Company, Inc.
Hershey Financial Advisers, LLC
HighTower Advisors, LLC
Summit Trail Advisors, Llc
Outlook Wealth Advisors, LLC
Wesbanco Bank Inc
Verdence Capital Advisors LLC
Diversified Trust Co
Smith, Moore & Co.
TRUE Private Wealth Advisors
Bravias Capital Group, LLC
Transcend Wealth Collective, Llc
Jeter Robert S II
Round Rock Advisors, LLC
Mainstream Capital Management LLC
Banco Santander, S.A.
Silver Grove Financial Group, Inc.
Cherry Tree Wealth Management, LLC
New Hampshire Trust
Sound View Wealth Advisors Group, LLC
Vertex Planning Partners, LLC
UMA Financial Services, Inc.
Ankerstar Wealth, LLC
Austin Private Wealth, LLC
Everhart Financial Group, Inc.
Citizens Financial Group Inc/ri
Hrt Financial Lp
Gotham Asset Management, LLC
Monticello Wealth Management, Llc
Country Trust Bank
Bogart Wealth, LLC
Sumitomo Mitsui Financial Group, Inc.
NorthAvenue LLC
Heritage Wealth Advisors
Kestra Private Wealth Services, Llc
Wescott Financial Advisory Group, LLC
Stephens Consulting, LLC
Visionary Wealth Advisors
UBS Group AG
BridgePort Financial Solutions, LLC
Fiduciary Alliance LLC
Envestnet Portfolio Solutions, Inc.
Godfrey Financial Associates, Inc.
N.E.W. Advisory Services LLC
Mandatum Life Insurance Co Ltd
Winthrop Capital Management, LLC
Financial Consulate, Inc
Apollon Financial, LLC
Meridian Wealth Management, LLC
Kwmg, Llc
Horst & Graben Wealth Management LLC
Stock Yards Bank & Trust Co
Iron Financial, LLC
MGB Wealth Management, LLC
Venture Visionary Partners LLC
Houlihan Financial Resource Group, Ltd.
United Advisor Group, LLC
CAP Partners, LLC
Orion Capital Management LLC
Busey Wealth Management
Coston, McIsaac & Partners
First Pacific Financial
Relyea Zuckerberg Hanson LLC
Donaldson Capital Management, Llc
High Probability Advisors, LLC
Plante Moran Financial Advisors, LLC
Silverlake Wealth Management Llc
JDM Financial Group LLC
Creekside Partners
Insight Wealth Strategies, LLC
Leavell Investment Management, Inc.
LexAurum Advisors, LLC
Strive Financial Group ,LLC
CoreCap Advisors, LLC
Allred Capital Management, LLC
Compass Financial Group, Inc. (Ohio)
Td Asset Management Inc
Lantz Financial LLC
Baird Financial Group, Inc.
Signature Resources Capital Management, LLC
Redwood Park Advisors LLC
Creative Capital Management Investments LLC
Fca Corp /tx
Roman Butler Fullerton & Co
FRG Family Wealth Advisors LLC
Huntington National Bank
Wealthbridge Capital Management, Llc
Vanguard National Trust Co
Mcdonald Partners Llc
Valued Wealth Advisors LLC
Ptm Wealth Management, Llc
Lcnb Corp
Crews Bank & Trust
Latitude Advisors, LLC
CIBC Bancorp USA Inc.
LiftPoint Family Wealth Advisors LLC
1620 Investment Advisors, Inc.
Schrum Private Wealth Management LLC
Angeles Wealth Management, Llc
Wbh Advisory Inc
Aureum Wealth Management, LLC
Revisor Wealth Management LLC
Townsend Asset Management Corp /nc/ /adv
Illumine Investment Management, LLC
Choate Investment Advisors
Sei Investments Co
VSM Wealth Advisory, LLC
Maripau Wealth Management Llc
Keystone Financial Group
Petix & Botte Co
Wsfs Capital Management, Llc
Farther Finance Advisors, LLC
Running Point Capital Advisors, LLC
Brinker Capital Investments, LLC
Traphagen Investment Advisors Llc
CVA Family Office, LLC
Cambridge Investment Research Advisors, Inc.
Badgley Phelps Wealth Managers, LLC
Sentinus, LLC
Salomon & Ludwin, LLC
Trust Co Of Toledo Na /oh/
CNB Bank
Roof Eidam & Maycock/adv
Ashton Thomas Private Wealth, LLC
Sittner & Nelson, Llc
Washington Trust Advisors, Inc.
Ameriflex Group, Inc.
Morgan Stanley
Ameriprise Financial Inc
Waddell & Associates, Llc
Retiremitten Financial Llc
Sagespring Wealth Partners, Llc
Bernardo Wealth Planning LLC
Beacon Capital Management, LLC
Partners Capital Investment Group, Llp
Krilogy Financial LLC
ETF Store, Inc.
Cyndeo Wealth Partners, LLC
Win Advisors, Inc
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
AlphaCore Capital LLC
Phillips Wealth Planners LLC
Jfs Wealth Advisors, Llc
Capital Analysts, Inc.
TD Capital Management LLC
Inspire Advisors, LLC
Clearview Wealth Advisors LLC
Aviso Financial Inc.
CX Institutional
McNaughton Wealth Management, LLC
Lodestar Private Asset Management Llc
Almanack Investment Partners, LLC.
Hansen & Associates Financial Group, Inc.
CI Private Wealth, LLC
Apeiron RIA LLC
Mayflower Financial Advisors, LLC
Plus Group Wealth Advisors LLC
Kingsman Wealth Management, Inc.
Freestone Capital Holdings, LLC
M&t Bank Corp
Fortune Financial Advisors, LLC
Union Savings Bank
Hyposwiss Advisors SA
Old North State Trust, LLC
Nautilus Advisors LLC
Perigon Wealth Management, LLC
Clearview Wealth Management LLC
Guerra Pan Advisors, Llc
Calamos Advisors LLC
Greenwich Wealth Management LLC
Geneos Wealth Management Inc.
Safeguard Investment Advisory Group, LLC
Westfuller Advisors, LLC
Securian Asset Management, Inc
Storen Legacy Partners, LLC
Tennessee Valley Asset Management Partners
NorthCrest Asset Manangement, LLC
Mirae Asset Global Investments Co., Ltd.
PFG Investments, LLC
GDS Wealth Management
Dravo Bay Llc
O'Brien Wealth Partners LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Smartleaf Asset Management LLC
Torrey-Payne Wealth Management, LLC
Frederick Financial Consultants, LLC
Aprio Wealth Management, LLC
Daymark Wealth Partners, Llc
Steward Partners Investment Advisory, Llc
WPG Advisers, LLC
Millstone Evans Group, LLC
Sterling Investment Counsel, LLC
Roehl & Yi Investment Advisors, LLC
Icapital Wealth Llc
Capital Advantage, Inc.
Prosperity Consulting Group, LLC
Peddock Capital Advisors, Llc
Tranquility Partners, LLC
Patten & Patten Inc/tn
Atlas Private Wealth Advisors
Change Path, LLC
Kerntke Otto McGlone Wealth Management Group
Cypress Wealth Services, LLC
Creative Financial Designs Inc /adv
Equitable Holdings, Inc.
Clarity Financial LLC
Bokf, Na
RHS Financial, LLC
Berman McAleer LLC
HORAN Wealth, LLC
NFP Retirement, Inc.
Perryman Financial Advisory Inc /ad
Massmutual Trust Co Fsb/adv
Yukon Wealth Management, Inc.
Guidance Capital, Inc
Opulen Financial Group LLC
Nottingham Advisors, Inc.
NewEdge Wealth, LLC
Global Retirement Partners, LLC
Evermay Wealth Management Llc
Arlington Trust Co LLC
LongView Wealth Management
Stage Harbor Financial, Llc
Walsh & Associates, LLC
JT Stratford LLC
Goldstone Financial Group, LLC
B&l Asset Management Llc
Seeds Investor Llc
Sandbox Financial Partners, LLC
Retirement Wealth Solutions LLC
First Heartland Consultants, Inc.
WCG Wealth Advisors LLC
Chilton Investment Co Llc
Trademark Financial Management, LLC
Nbc Securities, Inc.
Money Concepts Capital Corp
Apella Capital, LLC
Center for Financial Planning, Inc.
Kingdom Financial Group LLC.
Nemes Rush Group LLC
Verus Capital Partners, Llc
City Holding Co
Frankly Finances, LLC
Marble Wealth, LLC
Avalon Trust Co
Anderson Hoagland & Co
Legacy Private Trust Co.
Titiun Yejiel
Guardian Wealth Advisors, Llc / Nc
Simplex Trading, Llc
Concord Asset Management, LLC/VA
WFA of San Diego, LLC
Warren Averett Asset Management, LLC
Aspiriant, Llc
Garde Capital, Inc.
TopTier Wealth Management, LLC
Rik Saylor Financial, Inc.
Mutual Advisors, LLC
Obermeyer Wood Investment Counsel, Lllp
ESL Trust Services, LLC
Grove Bank & Trust
Cassia Capital Partners, LLC
Chokshi & Queen Wealth Advisors, Inc
Capital Financial Group Inc\co\ /adv
FF Advisors,LLC
Integrity Alliance, Llc.
Measured Wealth Private Client Group, LLC
Arrowroot Family Office, LLC
Moisand Fitzgerald Tamayo, LLC
Main Street Group, LTD
S&t Bank/pa
McElhenny Sheffield Capital Management, LLC
180 Wealth Advisors, Llc
Bryant Woods Investment Advisors, LLC
Polaris Investment Advisors, LLC
Baron Silver Stevens Financial Advisors, Llc
Ccg Wealth Management, Llc
Ledyard National Bank
Forte Asset Management Llc
Allstate Corp
Kw Wealth Management Llc
Shepherd Kaplan Krochuk, Llc
White Pine Investment CO
Truvestments Capital Llc
Legacy Solutions, Llc
Sageworth Trust Co of South Dakota
Stratos Wealth Partners, LTD.
Heck Capital Advisors, LLC
Wealth Enhancement Advisory Services, Llc
Summit Wealth Partners, LLC
Colonial Trust Co / SC
Motco
Glen Eagle Advisors, LLC
Arkfeld Wealth Strategies, L.L.C.
Braeburn Wealth Management LLC
Dara Capital Us, Inc.
Tolleson Wealth Management, Inc.
Advisory Services Network, LLC
McIlrath & Eck, LLC
Select Asset Management & Trust
Balentine LLC
Sterling Group Wealth Management, LLC
Rossby Financial, LCC
Robertson Stephens Wealth Management, LLC
Chatterton & Associates Inc.
Shayne & Co., Llc
Peapack Gladstone Financial Corp
Fiduciary Trust Co
Wealthcare Advisory Partners LLC
Blair William & Co/il
Mma Asset Management Llc
Vista Capital Partners, Inc.
SIMA Wealth Partners, LLC
Acorn Wealth Advisors, LLC
Client 1st Advisory Group, Llc
Keystone Wealth Services, LLC
Key FInancial Inc
Cfm Wealth Partners Llc
Ariadne Wealth Management, LP
Modus Advisors, LLC
Chancellor Financial Group WB LP
EFG International AG
Ridgeline Wealth, LLC
Glass Jacobson Investment Advisors llc
Hancock Whitney Corp
Gw Henssler & Associates Ltd
Crestwood Advisors Group LLC
Saxon Interests, Inc.
Harwood Advisory Group, LLC
Quantinno Capital Management LP
Alpine Bank Wealth Management
Westside Investment Management, Inc.
Asset Dedication, LLC
Centurion Wealth Management LLC
Brown, Lisle/cummings, Inc.
MA Private Wealth
Sage Financial Group Inc
Hobbs Group Advisors, LLC
Brown Wealth Management, Llc
Capital Advisors, Ltd. LLC
Harbour Capital Advisors, LLC
Charter Oak Capital Management, LLC
Scott & Selber, Inc.
Daiwa Securities Group Inc.
PMG Wealth Management, Inc.
Agate Pass Investment Management, LLC
Penserra Capital Management LLC
OMNI 360 Wealth, Inc.
Mechanics Bank Trust Department
Vermillion & White Wealth Management Group, LLC
RWM Asset Management, LLC
Trust Co Of Vermont
BlackRock, Inc.
Alpha Capital Advisors Inc /adv
Ascent Group, LLC
Bcm Advisors, Llc
Blueline Advisors Llc
Crew Capital Management, Ltd.
Stokes Family Office, LLC
Triad Wealth Partners, LLC
Steigerwald, Gordon & Koch Inc.
SCS Capital Management LLC
Caldwell Trust Co
IFG Advisory, LLC
Gill Capital Partners, Llc
PlanVest Financial, Inc
GGM Financials LLC
Wealth Management Partners, LLC
American Capital Advisory, LLC
Midwest Financial Group LLC
Modera Wealth Management, LLC
Trustmark National Bank Trust Department
Tudor Investment Corp Et Al
Bnp Paribas Arbitrage, Sa
Archer Investment Corp
Essex Financial Services, Inc.
Shelton Capital Management
Enclave Advisors LLC
Morris Retirement Advisors, LLC
Kestra Advisory Services, LLC
Hilltop Partners LLC
Avion Wealth
Strategic Investment Advisors / MI
Fermata Advisors, LLC
New Insight Wealth Advisors
Richmond Investment Services, LLC
Briggs Wealth Management, Inc
Cora Capital Advisors Llc
Leonard Rickey Investment Advisors P.L.L.C.
Financial Perspectives, Inc
Rockefeller Capital Management L.P.
Detalus Advisors, LLC
Mascoma Wealth Management LLC
Hallmark Capital Management Inc
Fwl Investment Management, Llc
Boston Trust Walden Corp
Kcm Investment Advisors Llc
RFG Advisory, LLC
Raymond James Financial Inc
Shore Point Advisors, LLC
Investment Partners Asset Management, Inc.
Able Wealth Management LLC
Moneta Group Investment Advisors Llc
SYM FINANCIAL Corp
WT Wealth Management
Creative Planning
Decker Retirement Planning Inc.
Parsons Capital Management Inc/ri
Anchor Investment Management, LLC
Valley Forge Investment Consultants Inc Adv
FORM Wealth Advisors, LLC
Ashton Thomas Securities, Llc
Alan B. Lancz & Associates, Inc.
Carl P. Sherr & Co., LLC
PKS Advisory Services, LLC
IHT Wealth Management, LLC
Grandview Asset Management LLC
Vise Technologies, Inc.
Diversify Wealth Management, Llc
Raleigh Capital Management Inc.
Mount Yale Investment Advisors, LLC
U.S. Capital Wealth Advisors, LLC
Avenue 1 Advisors, LLC
Cypress Capital Group
Beacon Financial Group
Woodside Wealth Management LLC
Facet Wealth, Inc.
Sugar Maple Asset Management, LLC
Pathstone Holdings, LLC
Hobart Private Capital, LLC
Yeomans Consulting Group, Inc.
Curio Wealth, Llc
Mann Financial Group, Inc.
Darrow Company, Inc.
Sovereign Investment Advisors, LLC
Snowden Capital Advisors LLC
Wealth Management Resources, Inc.
Meridian Investment Counsel Inc.
Gateway Wealth Partners, LLC
Jim Saulnier & Associates, Llc
Continuum Advisory, LLC
Russell Investments Group, Ltd.
Cwm, Llc
Tsfg, Llc
HighPoint Advisor Group LLC
Mission Wealth Management, Lp
Avidian Wealth Solutions, LLC
Aqr Capital Management Llc
Sheridan Capital Management, LLC
Welch Group, LLC
Pinnacle Associates Ltd
Tempo Wealth, LLC
Ewing Morris & Co. Investment Partners Ltd.
Missouri Trust & Investment Co
Provident Wealth Management, LLC
Haverford Trust Co
Cvfg Llc
IMG Wealth Management, Inc.
Global Wealth Strategies & Associates
Actinver Wealth Management, Inc.
Jacobi Capital Management LLC
Insight Inv LLC
Ogorek Anthony Joseph /ny/ /adv
Wilkerson Advisory Group LLC
High Falls Advisors, Inc
Sarver Vrooman Wealth Advisors
Cooper/haims Advisors, Llc
Ergawealth Advisors, Inc.
MONECO Advisors, LLC
Trinity Wealth Management, LLC
Syverson Strege & Co
Arkadios Wealth Advisors
Schmidt P J Investment Management Inc
Gladstone Institutional Advisory LLC
Asset Advisors Investment Management, LLC
Fairview Capital Investment Management, Llc
Investment Advisory Group, LLC
First Citizens Bank & Trust Co
Capital Investment Advisory Services, LLC
AIMZ Investment Advisors, LLC
Spire Wealth Management
Galvin, Gaustad & Stein, LLC
Legacy Trust
We Are One Seven, LLC
XTX Topco Ltd
Flow Traders U.s. Llc
Walled Lake Planning & Wealth Management, Llc
KM Capital Management Ltd.
Symphony Financial Services, Inc.
Custos Family Office, LLC
Pinnacle Financial Partners, Inc.
Snider Financial Group
New England Asset Management Inc
Horizon Wealth Management, LLC
Register Financial Advisors LLC
Stephens Inc /ar/
Assetmark, Inc
Family Management Corp
AG Campbell Advisory, LLC
Focus Financial Network, Inc.
Fifth Third Bancorp
Envestnet Asset Management Inc
Strategic Point Investment Advisors, LLC
Trust Point Inc.
Sofos Investments, Inc.
Ronald Blue Trust, Inc.
Kelly Financial Services LLC
Koenig Investment Advisory, LLC
LifeSteps Financial, Inc.
Fortis Group Advisors, LLC
First Bank & Trust
Kickstand Ventures, Llc.
HMV Wealth Advisors, LLC
Graves-Light Private Wealth Management, Inc.
Capital Planning LLC
Cambridge Associates Llc /ma/ /adv
Cary Street Partners Financial Llc
5T Wealth, LLC
Alta Wealth Advisors LLC
Klingman & Associates, LLC
West Michigan Advisors, Llc
SRS Capital Advisors, Inc.
Financial Management Network Inc
Kayne Anderson Rudnick Investment Management Llc
American National Bank
StoneX Group Inc.
Exencial Wealth Advisors, Llc
Betterment LLC
GFG Capital, LLC
Wealthspire Advisors, LLC
EverSource Wealth Advisors, LLC
Sapient Capital Llc
BostonPremier Wealth LLC
Milestone Asset Management Group, LLC
Truist Financial Corp
Elevation Capital Advisory, LLC
Exchange Bank
Pacific Sun Financial Corp
Canandaigua National Corp
Nations Financial Group Inc, /ia/ /adv
LPL Financial LLC
Resources Investment Advisors, LLC.
Patriot Investment Management Inc.
Family Capital Trust Co
Rehmann Capital Advisory Group
Security National Bank
Savvy Advisors, Inc.
Cardiff Park Advisors, Llc
Signature Estate & Investment Advisors Llc
Financial Advisory Service, Inc.
InTrack Investment Management Inc
Insigneo Advisory Services, Llc
K2 Financial Inc.
ASL Financial, LLC
Eq Llc
Oak Barrel Wealth Advisory LLC
Mather Group, Llc.
United Capital Financial Advisers, Llc
Pinnacle Bancorp, Inc.
Level Wealth Management LLC
Kingsview Wealth Management, LLC
Vestcor Inc
Mercer Global Advisors Inc /adv
Catalyst Capital Advisors LLC
Muirfield Wealth Advisors Llc
Key Capital Management, INC
BRYN MAWR TRUST Co
Sanibel Captiva Trust Company, Inc.
Caitlin John, LLC
TSA Wealth Managment LLC
Capstone Triton Financial Group, LLC
YANKCOM Partnership
Kirtland Hills Capital Management, Llc
EPG Wealth Management LLC
Ancora Advisors, LLC
First Trust Advisors Lp
Uniting Wealth Partners, LLC
Oxinas Partners Wealth Management LLC
Ieq Capital, Llc
GEM Asset Management, LLC
OneAscent Wealth Management LLC
Pure Financial Advisors, Inc.
Comerica Bank
Advyzon Investment Management, LLC
Blue Rock Wealth Management LLC
Integrated Capital Management, LLC
Keystone Financial Group, Inc.
Strategic Wealth Advisors LLC
PFG Advisors
CWS Financial Advisors, LLC
PCA Investment Advisory Services Inc.
Johnson Financial Group, Inc.
CGC Financial Services, LLC
Global Strategic Investment Solutions, LLC
Enzi Wealth
Soltis Investment Advisors LLC
Wagner Wealth Management, Llc
First Financial Bank - Trust Division
Welch & Forbes Llc
First Citizens Financial Corp
Jane Street Group, Llc
Retireful, LLC
ACT Advisors, LLC.
CFS Investment Advisory Services, LLC
Adaptive Financial Consulting, LLC
Cornell Pochily Investment Advisors, Inc.
Wedmont Private Capital
Blue Bell Private Wealth Management, Llc
Strait & Sound Wealth Management LLC
Aventura Private Wealth, LLC
Greenleaf Trust
Tacita Capital Inc
Harbor Investment Advisory, Llc
Cynosure Management, Llc
Guilbault Capital LLC
TFR Capital, LLC.
Beacon Financial Advisory LLC
WESCAP Management Group, Inc.
Neuberger Berman Group LLC
Courier Capital Llc
MKT Advisors LLC
Financial Engines Advisors L.L.C.
Qrg Capital Management, Inc.
WASHINGTON TRUST Co
Kelly Financial Group Llc
Smith Partners Wealth Management, LLC
Kennedy Investment Group
Valley National Advisers Inc
Quotient Wealth Partners, LLC
Napier Financial, LLC
Intentional Wealth Strategies, LLC
Hm Payson & Co
Rosenberg Matthew Hamilton
JPL Wealth Management, LLC
Syntegra Private Wealth Group, LLC
Hazlett, Burt & Watson, Inc.
GPS Wealth Strategies Group, LLC
Providence Capital Advisors, LLC
HBW Advisory Services LLC
TBH Global Asset Management, LLC
Higgins & Schmidt Wealth Strategies LLC
Moment Partners, LLC
Independent Financial Group, Llc
Thompson Investment Management, Inc.
Opes Wealth Management LLC
Warner Financial, Inc
Carson Advisory Inc.
Brandywine Oak Private Wealth Llc
IFP Advisors, Inc
Blake Schutter Theil Wealth Advisors, LLC
Mcmorgan & Co Llc
LRI Investments, LLC
Edgestream Partners, L.P.
Cornerstone Planning, LLC
Chapman Financial Group, Llc
Tidemark, LLC
Alpha Financial Partners, LLC
Financial Life Planners
International Assets Investment Management, Llc
NorthRock Partners, LLC
Breakwater Capital Group
Apollon Wealth Management, LLC
Ameritas Investment Partners, Inc.
Mission Creek Capital Partners, Inc.
Fort Point Capital Partners LLC
Bay Rivers Group
Lido Advisors, LLC
Cassaday & Co Wealth Management LLC
Skyline Advisors, Inc.
Defined Wealth Management, Llc
Forthright Family Wealth Advisory LLC
Calton & Associates, Inc.
Raab & Moskowitz Asset Management LLC
Vision Capital Management, Inc.
Hantz Financial Services, Inc.
High Net Worth Advisory Group LLC
Delos Wealth Advisors, LLC
Elevated Capital Advisors, LLC
Strategy Asset Managers Llc
Commonwealth Financial Services, LLC
Planning Directions Inc
Pnc Financial Services Group, Inc.
SILVER OAK SECURITIES, Inc
Evolve Private Wealth, Llc
Abound Wealth Management
Community Trust & Investment Co
Signaturefd, Llc
Cordatus Wealth Management LLC
Birchbrook, Inc.
Pensionmark Financial Group, Llc
Bellwether Advisors, LLC
WESPAC Advisors SoCal, LLC
Apex Wealth Management, LLC
Natixis Advisors, L.p.
Fifth Third Securities, Inc.
Marshall Wace, Llp
CENTRAL TRUST Co
Signature Securities Group Corporation
46 Peaks LLC
Clearwater Capital Advisors, LLC
D.a. Davidson & Co.
Hilltop Holdings Inc.
CFG Wealth Management Services, Inc.
Northwestern Mutual Wealth Management Co
AE Wealth Management LLC
Ausdal Financial Partners, Inc.
Radnor Capital Management, LLC
Foster Group, Inc.
Lexington Hill Partners, LLC
Hibernia Wealth Partners, LLC
BankPlus Trust Department
Bouchey Financial Group Ltd
Per Stirling Capital Management, LLC.
Acima Private Wealth, Llc
Aventus Investment Advisors, Inc.
Kathmere Capital Management, LLC
Connecticut Capital Management Group, LLC
Fifth Third Wealth Advisors LLC
Harbor Capital Advisors, Inc.
Scotia Capital Inc.
Wealth Enhancement Trust Services, Inc.
JNBA Financial Advisors
Harbour Investments, Inc.
Community Bank, N.A.
Alliancebernstein L.p.
Institute for Wealth Management, LLC.
Retirement Planning Group
Arcus Capital Partners, LLC
Dorsey & Whitney Trust CO LLC
Wells Financial Advisors INC
Sensible Money, LLC
United Bank
United Community Bank
Beacon Advisors Holdings, Llc
First National Trust Co
Aries Wealth Management
Level Four Advisory Services, Llc
New Millennium Group LLC
Delta Wealth Advisors LLC
Trust Co of the South
Financial Sense Advisors, Inc.
Papp L Roy & Associates
Columbus Macro, LLC
Bank of New York Mellon Corp
Brickley Wealth Management
Franklin Resources Inc
Barrett & Company, Inc.
Strategic Financial Concepts, LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
Emerald Investment Partners, Llc
Argent Trust Co
Parallel Advisors, LLC
Perissos Private Wealth Management, LLC
Gibson Capital, LLC
Green Harvest Asset Management LLC
Rockwood Wealth Management, LLC
Parthenon Llc
Rakuten Investment Management, Inc.
Fountainhead AM, LLC
One Wealth Capital Management, Llc
Delap Wealth Advisory, Llc
Pacific Point Advisors, LLC
Capital Investment Advisors, LLC
Potentia Wealth
Wealth Advisors of Iowa, LLC
Ketron Financial
Trueblood Wealth Management, LLC
Sachetta, LLC
Strategic Blueprint, LLC
Ridgecrest Wealth Partners, Llc
National Bank Of Canada /fi/
Fluent Financial, LLC
First Citizens Asset Management, Inc.
Sequent Asset Management, LLC
Beaumont Financial Advisors, LLC
Shufro Rose & Co Llc
Longview Financial Advisors, Inc.
Citigroup Inc
Maridea Wealth Management LLC
Whittier Trust Co
Westwood Holdings Group Inc
Colonial Trust Advisors
Syntax Research, Inc.
Forum Private Client Group LLC
Commerce Bank
Calamos Wealth Management LLC
Sherman Wealth Management LLC
C2C Wealth Management, LLC
Nova R Wealth, Inc.
Eastern Bank
17 Capital Partners, Llc
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