IAU / iShares Gold Trust - Net Long/Short Value

iShares 골드 트러스트
US ˙ ARCA ˙ US4642852044

IAU / iShares Gold Trust - 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)
Community Bank, N.A.
Connecticut Wealth Management, LLC
Compass Financial Group, INC/SD
Laird Norton Trust Company, Llc
Greenhouse Wealth Management, LLC
Nolet Wealth Management, LLC
Pure Financial Advisors, Inc.
Grand Central Investment Group
Presidio Capital Management, LLC
Gwn Securities Inc.
KLCM Advisors, Inc.
Fortis Group Advisors, LLC
Warren Street Wealth Advisors, LLC
Susquehanna International Group, Llp
Johnson Financial Group, Inc.
Legacy Capital Wealth Partners, LLC
Belpointe Asset Management LLC
Sound View Wealth Advisors Group, LLC
Elm Partners Management LLC
FDx Advisors, Inc.
TruNorth Capital Management, LLC
Plante Moran Financial Advisors, LLC
Union Savings Bank
CPA Asset Management LLC
Benchmark Financial Wealth Advisors, LLC
Edge Financial Advisors LLC
Goldman Sachs Group Inc
Argent Trust Co
Ameliora Wealth Management Ltd.
POM Investment Strategies, LLC
Private Wealth Management Group, LLC
Baldwin Brothers Inc/ma
Comerica Bank
Excelsior Advisor Network LLC
TrustBank
Summit Wealth Partners, LLC
BTC Capital Management, Inc.
Clarion Wealth Managment Partners, LLC
Baron Silver Stevens Financial Advisors, Llc
Verus Capital Partners, Llc
Missouri Trust & Investment Co
Pinkerton Retirement Specialists, LLC
McIlrath & Eck, LLC
Dakota Community Bank & Trust NA
Central Valley Advisors, Llc
Wealthstar Advisors, Llc
River Wealth Advisors LLC
Fidelis Capital Partners, LLC
Hilltop National Bank
SHP Wealth Management
Employees Retirement System of Texas
Saxon Interests, Inc.
Staley Capital Advisers Inc
Sanders Morris Harris Llc
Cornerstone Planning, LLC
Altfest L J & Co Inc
Port Capital LLC
Beacon Financial Group
Roble, Belko & Company, Inc
Equitable Trust Co
Alpha Zero LLC
Magnus Financial Group LLC
Riverpoint Wealth Management Holdings, LLC
Cadent Capital Advisors, LLC
Main Management LLC
Storen Legacy Partners, LLC
Ackerman Capital Advisors, LLC
PAX Financial Group, LLC
Inscription Capital, LLC
Walkner Condon Financial Advisors LLC
Itau Unibanco Holding S.A.
Mather Group, Llc.
D.a. Davidson & Co.
Advisor OS, LLC
Sage Mountain Advisors LLC
Security National Bank
Davies Financial Advisors, Inc.
Community Financial Services Group, LLC
Bank Of Nova Scotia
Seeds Investor Llc
Farmers Trust Co
Snowden Capital Advisors LLC
Silverlake Wealth Management Llc
CFG Wealth Management Services, Inc.
Boston Family Office Llc
Addison Advisors LLC
Clear Creek Financial Management, LLC
Mirae Asset Global Investments Co., Ltd.
KG&L Capital Management,LLC
Cynosure Management, Llc
Atwood & Palmer Inc
Hibernia Wealth Partners, LLC
LVW Advisors, LLC
BOS Asset Management, LLC
Wallington Asset Management, LLC
N.E.W. Advisory Services LLC
Reliant Wealth Planning
Eagle Strategies LLC
Pinnacle Bancorp, Inc.
Walser Wealth Management Company, A Ltd Liability Co
Pinnacle Financial Partners, Inc.
Alpine Bank Wealth Management
Belvedere Trading LLC
GSB Wealth Management, LLC
Resona Asset Management Co.,Ltd.
Blair William & Co/il
Envestnet Portfolio Solutions, Inc.
Tacita Capital Inc
Resonant Capital Advisors, LLC
Cyndeo Wealth Partners, LLC
Clearbridge Investments, LLC
Smithfield Trust Co
Duncker Streett & Co Inc
Black Diamond Financial, LLC
Altiora Financial Group, LLC
Howard Wealth Management, Llc
Norris Financial Group, LLC
Fortitude Family Office, LLC
Farther Finance Advisors, LLC
First Manhattan Co
Sofi Wealth, Llc
Arkansas Financial Group, Inc.
Independent Family Office, LLC
May Barnhard Investments LLC
GoalVest Advisory LLC
City Center Advisors, LLC
Richmond Investment Services, LLC
Argos Wealth Advisors, LLC
Clay Northam Wealth Management, LLC
Vident Advisory, LLC
E&G Advisors, LP
Founders Financial Alliance, LLC
PFG Advisors
Checchi Capital Advisers, LLC
Bear Mountain Capital, Inc.
Williams & Novak, LLC
Nicolet Advisory Services, Llc
Douglass Winthrop Advisors, LLC
Mystic Asset Management, Inc.
CNB Bank
Foster Group, Inc.
Csenge Advisory Group
Kingdom Financial Group LLC.
Madden Advisory Services, Inc.
NLB Skladi, upravljanje premozenja, d.o.o.
Biltmore Family Office, LLC
Liberty Square Wealth Partners Llc
Orion Capital Management LLC
Chapin Davis, Inc.
Barnes Wealth Management Group, Inc
Circle Wealth Management, LLC
Main Street Financial Solutions, LLC
Cassia Capital Partners, LLC
Arbor Investment Advisors, LLC
Advocacy Wealth Management Services, LLC
Wealth Enhancement Advisory Services, Llc
Oak Harbor Wealth Partners, Llc
Avantax Planning Partners, Inc.
Mayport, Llc
Advisory Services Network, LLC
Centurion Wealth Management LLC
Briggs Wealth Management, Inc
Stifel Financial Corp
4J Wealth Management LLC
Banque Cantonale Vaudoise
Fairway Wealth LLC
Advance Capital Management, Inc.
Alvarez & Marsal Private Wealth Partners, LLC
Roxbury Financial LLC
Arlington Trust Co LLC
Principle Wealth Partners Llc
MCF Advisors LLC
SCS Capital Management LLC
Bangor Savings Bank
Lynx Investment Advisory
Chemistry Wealth Management LLC
Decker Retirement Planning Inc.
Mesirow Financial Investment Management, Inc.
Argentarii, LLC
SILVER OAK SECURITIES, Inc
Massmutual Trust Co Fsb/adv
Patron Partners Advisors, Llc
Wealth Watch Advisors, INC
Deane Retirement Strategies, Inc.
Americana Partners, LLC
Bank of Jackson Hole Trust
Calamos Advisors LLC
Montecito Bank & Trust
Brown Advisory Inc
Radnor Capital Management, LLC
Fermata Advisors, LLC
Southern Michigan Bank & Trust
Flagship Wealth Advisors, Llc
Cetera Investment Advisers
waypoint wealth counsel
Atria Investments Llc
Fiduciary Advisors, Inc.
Alteri Wealth LLC
Commerce Bank
Tiaa-cref Individual & Institutional Services, Llc
Jordan Park Trust Co LLC
Bedel Financial Consulting, Inc.
HORAN Wealth, LLC
Herold Advisors, Inc.
Broussard Financial Group LLC
Hoey Investments, Inc
Cwm, Llc
DBK Financial Counsel, LLC
RWM Asset Management, LLC
Sequoia Financial Advisors, LLC
Beaird Harris Wealth Management, LLC
Boreal Capital Management LLC
Main Street Group, LTD
Fwl Investment Management, Llc
Journey Beyond Wealth, LLC
Knollwood Investment Advisory, LLC
Appleton Partners Inc/ma
Arkadios Wealth Advisors
Emory University
Pingora Partners LLC
Harrington Investments, INC
MBA Advisors LLC
Wbh Advisory Inc
Root Financial Partners, LLC
Golden Road Advisors Llc
Dynamic Wealth Strategies, LLC
National Philanthropic Trust
Tocqueville Asset Management L.p.
Key Capital Management, INC
Mill Creek Capital Advisors, LLC
Wynn Capital, LLC
Virtus Family Office LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Motco
North Forty Two & Co.
GPS Wealth Strategies Group, LLC
Willis Johnson & Associates, Inc.
TBH Global Asset Management, LLC
Wiley Bros.-aintree Capital, Llc
R.P. Boggs & Co.
Prentiss Smith & Co Inc
WESPAC Advisors, LLC
Guardian Partners Inc.
Hancock Whitney Corp
E Fund Management Co., Ltd.
CVA Family Office, LLC
Cooper/haims Advisors, Llc
FFG Partners, LLC
Northcape Wealth Management, Llc
Alpha Cubed Investments, LLC
Norden Group Llc
Riggs Asset Managment Co. Inc.
BXM Wealth LLC
Blue Chip Partners, Inc.
BAM Wealth Management, LLC
SageGuard Financial Group, LLC
Greykasell Wealth Strategies, Inc.
G&S Capital LLC
Polaris Investment Advisors, LLC
Forum Financial Management, LP
Sowa Financial Group, Inc.
Capital Group Private Client Services, Inc.
Lee-Kelleher Wealth Management
Sovereign Financial Group, Inc.
Hsbc Holdings Plc
Raleigh Capital Management Inc.
Capital Investment Advisors, LLC
Louisbourg Investments Inc.
Merrithew & Thorsten Inc
Holos Integrated Wealth LLC
Quadrature Capital Ltd
Hamilton Point Investment Advisors, LLC
Renaissance Technologies Llc
Crosspoint Financial, Llc
Brinker Capital Investments, LLC
Intrua Financial, LLC
One Degree Advisors Inc
Old Second National Bank Of Aurora
ORG Partners LLC
Madson Wealth Advisors Inc
Oak Barrel Wealth Advisory LLC
Braun-Bostich & Associates Inc.
Colter Lewis Investment Partners LLC
Philadelphia Investment Partners, LLC
Perennial Advisors, LLC
Sherman Porfolios, Llc
Vernal Point Advisors, LLC
Ridge Creek Global, Inc
Empowered Funds, LLC
Schmidt P J Investment Management Inc
Aureum Wealth Management, LLC
Ballew Advisors, Inc
Intentional Wealth Strategies, LLC
Skopos Labs, Inc.
Parkside Investments, LLC
Ameriprise Financial Inc
Stratos Wealth Advisors, LLC
SJS Investment Consulting Inc.
Whitener Capital Management, Inc.
Quadrant Private Wealth Management, LLC
Financial Synergies Wealth Advisors, Inc.
M&t Bank Corp
Mid-American Wealth Advisory Group, Inc.
TruWealth Advisors, LLC
Welch & Forbes Llc
Kiker Wealth Management, LLC
Strategic Wealth Partners, Ltd.
BCJ Capital Management, LLC
Fort Washington Investment Advisors Inc /oh/
BCS Private Wealth Management, Inc.
Arlington Capital Management, Inc.
Professional Advisory Services Inc
Fairview Capital Investment Management, Llc
Code Waechter LLC
Mosley Wealth Management
Front Row Advisors LLC
Eastern Bank
Avion Wealth
Chicago Partners Investment Group LLC
Zacks Investment Management
Moon Capital Management Lp
Telos Capital Management, Inc.
Cauble & Harre Wealth Management, Inc.
Cranbrook Wealth Management, LLC
Cerity Partners LLC
Central Bank & Trust Co
Cypress Wealth Services, LLC
Osborne Partners Capital Management, Llc
China Universal Asset Management Co., Ltd.
Patton Fund Management, Inc.
Steel Peak Wealth Management LLC
Meridian Wealth Partners, LLC
Anderson Hoagland & Co
Quantinno Capital Management LP
CoreCap Advisors, LLC
SFE Investment Counsel
Icon Wealth Advisors, LLC
Trust Point Inc.
Founders Financial Securities Llc
MidFirst Bank
Battery Global Advisors, LLC
Janney Montgomery Scott LLC
Alerus Financial Na
Peninsula Asset Management Inc
Legacy Financial Group LLC
Signet Investment Advisory Group, Inc.
Orcam Financial Group
Fairman Group, LLC
Texas Yale Capital Corp.
Procyon Private Wealth Partners, LLC
Savvy Advisors, Inc.
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Great Valley Advisor Group, Inc.
Olistico Wealth, LLC
Cornerstone Wealth Management, LLC
Independent Advisor Alliance
Money Concepts Capital Corp
Penobscot Investment Management Company, Inc.
Insight Wealth Partners, LLC
Chelsea Counsel Co
Bokf, Na
First Nebraska Trust Co
Signature Estate & Investment Advisors Llc
Morgan Stanley
Retirement Management Systems Inc.
United Financial Planning Group LLC
ICONIQ Capital, LLC
Accretive Wealth Partners, LLC
XY Planning Network, Inc.
Dagco, Inc.
Portfolio Resources Advisor Group, Inc.
Prospera Financial Services Inc
Basepoint Wealth LLC
Dynamic Financial Group
Tarbox Family Office, Inc.
Sofos Investments, Inc.
Crescent Grove Advisors, LLC
Nemes Rush Group LLC
Sfm, Llc
Monograph Wealth Advisors, Llc
Cohen & Steers, Inc.
Signature Wealth Management Group
Everest Financial Group LLC
Capital Advisors Inc/ok
Pensionmark Financial Group, Llc
Pennington Partners & Co., Llc
Naviter Wealth, LLC
Evernest Financial Advisors, LLC
Tcfg Wealth Management, Llc
Leo Wealth, LLC
Advisory Advocates, LLC
Nations Financial Group Inc, /ia/ /adv
Sax Wealth Advisors, Llc
Embree Financial Group
Ares Financial Consulting, LLC
Wealth Quarterback LLC
J.M. Arbour, LLC
Ledyard National Bank
Roehl & Yi Investment Advisors, LLC
Graetz Wealth LLC
Sincerus Advisory, LLC
Arrowroot Family Office, LLC
First National Trust Co
44 Wealth Management Llc
Sapient Capital Llc
Armstrong Advisory Group, Inc
EPG Wealth Management LLC
North Star Investment Management Corp.
Measured Wealth Private Client Group, LLC
Capital Advantage, Inc.
Shepherd Street Advisors LLC
EverSource Wealth Advisors, LLC
Vision Capital Management, Inc.
WealthNavi Inc.
Wealthspan Partners, Llc
Interchange Capital Partners, LLC
Ergawealth Advisors, Inc.
Howard Financial Services, Ltd.
DDD Partners, LLC
Aspiriant, Llc
Red Mountain Financial, LLC
Newbridge Financial Services Group, Inc.
Glenview Trust Co
Strategic Blueprint, LLC
Potomac Fund Management Inc /adv
Alta Wealth Advisors LLC
GM Advisory Group, Inc.
Patriot Investment Management Inc.
Acumen Wealth Advisors, LLC
BridgePort Financial Solutions, LLC
Diversify Wealth Management, Llc
BlackRock, Inc.
BDFS Capital LLC
Mission Creek Capital Partners, Inc.
Omnia Family Wealth, LLC
Invst, LLC
Nixon Peabody Trust Co
Apeiron RIA LLC
D L Carlson Investment Group Inc
Index Technologies Group LLC
Sunrise Financial Services, LLC
Advisors Capital Management, LLC
Inlet Private Wealth, LLC
Chokshi & Queen Wealth Advisors, Inc
TCG Advisory Services, LLC
Pilgrim Partners Asia Pte Ltd
Emerald Investment Partners, Llc
Vantage Point Financial LLC
Nvwm, Llc
Wills Financial Group LLC
Regions Financial Corp
Ritter Daniher Financial Advisory LLC / DE
Motiv8 Investments LLC
Arnhold LLC
Cardiff Park Advisors, Llc
TCFG Investment Advisors, LLC
W Advisors, Llc
CBIZ Investment Advisory Services, LLC
Werba Rubin Papier Wealth Management
RMG Wealth Management LLC
Teamwork Financial Advisors, LLC
Stock Yards Bank & Trust Co
Deutsche Bank Ag\
Bcm Advisors, Llc
Buckingham Strategic Partners
Regimen Wealth, Llc
Clune & Associates, Ltd.
Stegent Equity Advisors, Inc.
Alexander Labrunerie & Co., Inc.
St Germain D J Co Inc
Gould Capital, LLC
Spectrum Asset Management, Inc. (NB/CA)
Unique Wealth, Llc
Global Wealth Management, LLC
Ankerstar Wealth, LLC
Glass Jacobson Investment Advisors llc
Three Cord True Wealth Management, LLC
Moneta Group Investment Advisors Llc
Cresset Asset Management, LLC
Journey Advisory Group, LLC
Vise Technologies, Inc.
Accelerate Investment Advisors LLC
Welch Group, LLC
SlateStone Wealth, LLC
Signal Advisors Wealth, LLC
Haverford Trust Co
Patten Group, Inc.
Swisher Financial Concepts, Inc.
Robinson Value Management, Ltd.
Fiduciary Trust Co
Camden Capital, LLC
Key FInancial Inc
Sumitomo Mitsui Trust Holdings, Inc.
Strategic Financial Concepts, LLC
Merkkuri Wealth Advisors LLC
Bensler, LLC
Hanson & Doremus Investment Management
Prospera Capital Management, LLC
NDVR, Inc.
Td Private Client Wealth Llc
TRB Wealth Management, LLC
Tempus Wealth Planning, LLC
Exchange Bank
Focused Wealth Management, Inc
Amplius Wealth Advisors, LLC
Flagship Harbor Advisors, Llc
Interactive Financial Advisors
Fedenia Advisers LLC
Krilogy Financial LLC
Traynor Capital Management, Inc.
Davis Wealth Advisors, LLC
Trilogy Capital Inc.
Brookstone Capital Management
High Net Worth Advisory Group LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
Amundi
Twin Tree Management, LP
Mraz, Amerine & Associates, Inc.
Blueprint Financial Advisors LLC
One Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, Llc
Fort Vancouver Investment Management, LLC
Empirical Asset Management, LLC
Riverbend Wealth Management, LLC
Broadway Wealth Solutions, Inc.
Twin Lakes Capital Management, LLC
Quantify Chaos Advisors, Llc
Beacon Harbor Wealth Advisors, Inc.
WESCAP Management Group, Inc.
Cary Street Partners Financial Llc
Stephens Consulting, LLC
Towerpoint Wealth, LLC
Ronald Blue Trust, Inc.
Northside Capital Management, LLC
Titleist Asset Management, Llc
RiverGlades Family Offices LLC
Calamos Wealth Management LLC
Axecap Investments, LLC
ShoreHaven Wealth Partners, LLC
Investment Advisory Group, LLC
IFP Advisors, Inc
Trust Co
Per Stirling Capital Management, LLC.
Arta Finance Wealth Management LLC
Swmg, Llc
GeoWealth Management, LLC
Warren Averett Asset Management, LLC
Andrews Advisory Associates, LLC
Blossom Wealth Management
Pinnacle Family Advisors, LLC
Brave Asset Management Inc
Cornerstone Planning Group LLC
LS Investment Advisors, LLC
IHT Wealth Management, LLC
Prosperity Consulting Group, LLC
One Day In July LLC
Sachetta, LLC
WCG Wealth Advisors LLC
Tred Avon Family Wealth, Llc
Advisor Group Holdings, Inc.
Harbor Investment Advisory, Llc
Simon Quick Advisors, Llc
Parcion Private Wealth LLC
Soltis Investment Advisors LLC
Laidlaw Wealth Management LLC
Trademark Financial Management, LLC
Jeppson Wealth Management, Llc
VUB Generali dochodkova spravcovska spolocnost, a.s.
Holistic Planning, LLC
Integrated Investment Consultants, LLC
Integrity Financial Corp /WA
Alliancebernstein L.p.
Cushing Capital Partners, LLC
Cardinal Point Capital Management, ULC
Insigneo Advisory Services, Llc
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Schaper Benz & Wise Investment Counsel Inc/wi
Capital Asset Advisory Services LLC
Triad Wealth Partners, LLC
Private Harbour Investment Management & Counsel, LLC
Private Trust Co Na
Atlas Brown,Inc.
Clear Wave Wealth Management Llc
WNY Asset Management, LLC
Marino Management, LLC
SMART Wealth LLC
Federation des caisses Desjardins du Quebec
Atomi Financial Group, Inc.
D.B. Root & Company, LLC
Lantz Financial LLC
Beacon Pointe Advisors, LLC
Captrust Financial Advisors
Russell Investments Group, Ltd.
Woodmont Investment Counsel Llc
Sargent Investment Group, LLC
Woodward Diversified Capital, Llc
MBM Wealth Consultants, LLC
Future Financial Wealth Managment LLC
Johnson Investment Counsel Inc
AAFMAA Wealth Management & Trust LLC
American National Bank
Zrc Wealth Management, Llc
Optivise Advisory Services LLC
Bragg Financial Advisors, Inc
Ferguson Wellman Capital Management, Inc
Safeguard Investment Advisory Group, LLC
Asset Dedication, LLC
Verger Capital Management LLC
Integrity Advisory Solutions, LLC
Hamilton Capital, LLC
Capital Advisors, Ltd. LLC
RMB Capital Management, LLC
Birchwood Financial Partners, Inc.
Noble Wealth Management PBC
Financial Partners Group, Inc
Baer Investment Advisory LLC
Muirfield Wealth Advisors Llc
Hilton Head Capital Partners, LLC
Cobblestone Asset Management LLC
WealthPlan Investment Management, LLC
Nbt Bank N A /ny
Lantern Wealth Advisors, LLC
Connective Portfolio Management, LLC
Center For Asset Management LLC
Schnieders Capital Management, Llc.
Garde Capital, Inc.
Wealth Analytics Partners, LLC
Peak Financial Management, Inc.
Cottage Street Advisors LLC
Chesapeake Asset Management Llc
Whittier Trust Co
Peapack Gladstone Financial Corp
Wisconsin Capital Management Llc
Williams Jones Wealth Management, LLC.
Union Bancaire Privee, UBP SA
Systelligence, LLC
Brookwood Investment Group LLC
Magnolia Private Wealth, LLC
First Foundation Advisors
Farrell Financial LLC
TopTier Wealth Management, LLC
Advyzon Investment Management, LLC
Durante & Waters, Llc
Beacon Bridge Wealth Partners, LLC
Gladstone Institutional Advisory LLC
Royal Bank Of Canada
Fielder Capital Group LLC
Breakwater Investment Management
Integrated Advisors Network LLC
Trifecta Capital Advisors, LLC
Public Employees Retirement System Of Ohio
Sand Hill Global Advisors, LLC
Valeo Financial Advisors, LLC
Paradigm Financial Partners, Llc
Burke & Herbert Bank & Trust Co
Wealth Alliance
Mariner, LLC
SOUTH STATE Corp
Advocate Investing Services LLC
Leonard Rickey Investment Advisors P.L.L.C.
Monetary Solutions, Ltd
Outlook Wealth Advisors, LLC
Franklin Resources Inc
J. L. Bainbridge & Co., Inc.
Tanglewood Wealth Management, Inc.
Rossby Financial, LCC
JSF Financial, LLC
Crcm Lp
Concorde Asset Management, LLC
First PREMIER Bank
Pinnacle Associates Ltd
Ubs Asset Management Americas Inc
Tru Independence Asset Management 2, Llc
Hm Payson & Co
Sterling Financial Planning, Inc.
Clarity Financial LLC
Buttonwood Financial Group, LLC
Green Ridge Wealth Planning LLC
Mcguire Capital Advisors Inc
FSM Wealth Advisors, LLC
Truist Financial Corp
Magnolia Capital Advisors Llc
REAP Financial Group, LLC
Elyxium Wealth, LLC
NavPoint Financial, Inc.
Capital City Trust Co/fl
Pekin Hardy Strauss, Inc.
Winch Advisory Services, LLC
West Branch Capital LLC
Essex Financial Services, Inc.
Park Edge Advisors, LLC
Nomura Asset Management Co Ltd
Aptus Capital Advisors, LLC
Tennessee Valley Asset Management Partners
Benin Management CORP
Tme Financial, Inc.
BCGM Wealth Management, LLC
Fmr Llc
HHM Wealth Advisors, LLC
First Bank & Trust
Whittier Trust Co Of Nevada Inc
Madison Wealth Partners, Inc
Valley Forge Investment Consultants Inc Adv
Towneley Capital Management, Inc / DE
Eq Llc
Three Bridge Wealth Advisors, LLC
Wellington Grp LLC
Venture Visionary Partners LLC
Cassaday & Co Wealth Management LLC
Custom Index Systems, Llc
Heck Capital Advisors, LLC
Bridgewealth Advisory Group, LLC
Avaii Wealth Management, Llc
Jfs Wealth Advisors, Llc
Cullen/frost Bankers, Inc.
Sunesis Advisors, LLC
Northstar Financial Companies, Inc.
Dahring | Cusmano Llc
Sheridan Capital Management, LLC
Excalibur Management Corp
Bedminster, LLC
Wall Street Financial Group, Inc.
Cambridge Advisors Inc.
Howland Capital Management Llc
VCU Investment Management Co
Vickerman Investment Advisors, Inc.
Mechanics Financial Corp
Argyle Capital Partners, LLC
Marex Group plc
Lineweaver Wealth Advisors, LLC
Natixis Advisors, L.p.
Smith, Moore & Co.
Godsey & Gibb Associates
Leslie Global Wealth, LLC
Accordant Advisory Group Inc
Old National Bancorp /in/
Deroy & Devereaux Private Investment Counsel Inc
Kohmann Bosshard Financial Services, LLC
Certior Financial Group, Llc
Boyer & Corporon Wealth Management, LLC
Kayne Anderson Rudnick Investment Management Llc
Accredited Investor Services, Llc
Clear Investment Research, Llc
Wealth Science Advisors LLC
Attessa Capital LLC
Barnes Dennig Private Wealth Management LLC
Financial Management Network Inc
Parallax Volatility Advisers, L.P.
Values First Advisors, Inc.
Life Line Wealth Management Llc
Whalerock Point Partners, Llc
Occidental Asset Management, LLC
Alpha Financial Partners, LLC
Tikvah Management LLC
TRUE Private Wealth Advisors
Twelve Points Wealth Management LLC
Scotia Capital Inc.
First Trust Advisors Lp
Wedmont Private Capital
Signature Securities Group Corporation
Wealthbridge Capital Management, Llc
Larch Capital Partners Llc
Hurlow Wealth Management Group, Inc.
First American Trust, Fsb
Old Point Trust & Financial Services N A
TPG Advisors LLC
Green Harvest Asset Management LLC
Absolute Capital Management, LLC
Modera Wealth Management, LLC
17 Capital Partners, Llc
Longview Financial Advisors, Inc.
Sensible Money, LLC
Litman Gregory Asset Management LLC
Mainstay Capital Management Llc /adv
Smith Thornton Advisors LLC
J.Safra Asset Management Corp
Magnolia Wealth Management, LLC
Lyell Wealth Management, Lp
Minichmacgregor Wealth Management, Llc
OpenArc Corporate Advisory, LLC
Nwam Llc
Westover Capital Advisors, LLC
Fca Corp /tx
Alliance Private Wealth, LLC
Southeast Asset Advisors Inc.
RCW Management, LLC
Kilter Group LLC
DSG Capital Advisors, LLC
Hobbs Group Advisors, LLC
Hilltop Partners LLC
Mml Investors Services, Llc
Ritholtz Wealth Management
United Community Bank
Five Pine Wealth Management
Chesapeake Wealth Management
Bravera Wealth
Blume Capital Management, Inc.
Imprint Wealth LLC
Sittner & Nelson, Llc
Rockefeller Capital Management L.P.
Carrera Capital Advisors
Sage Private Wealth Group, Llc
MRP Capital Investments, LLC
Gallagher Fiduciary Advisors, LLC
Gotham Asset Management, LLC
Joseph P. Lucia & Associates, LLC
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Cornerstone Wealth Group, LLC
Mercer Global Advisors Inc /adv
FNY Investment Advisers, LLC
Callan Family Office, LLC
Wellspring Financial Advisors, LLC
DAVENPORT & Co LLC
Benjamin Edwards Inc
Resolute Wealth Advisor, Inc.
Lbmc Investment Advisors, Llc
Monticello Wealth Management, Llc
Quent Capital, LLC
SWAN Capital LLC
Kw Wealth Management Llc
Patton Albertson Miller Group, Llc
Basso Capital Management, L.p.
Foundations Investment Advisors, LLC
Ellis Investment Partners, LLC
MTM Investment Management, LLC
Seacrest Wealth Management, Llc
Rossmore Private Capital
LM Advisors LLC
Valmark Advisers, Inc.
Busey Wealth Management
Dunhill Financial, LLC
Bellwether Advisors, LLC
Coldstream Capital Management Inc
PlanVest Financial, Inc
UNIVEST FINANCIAL Corp
Rebalance, Llc
Fundamentun, Llc
Rathbone Brothers plc
OneAscent Financial Services LLC
Tcw Group Inc
Essential Partners LLC
Asset Advisory Group, Inc.
Global Trust Asset Management, LLC
Burns J W & Co Inc/ny
Thompson Investment Management, Inc.
Bruce G. Allen Investments, LLC
Sage Investment Advisers LLC
Cary Street Partner Investment Advisory Llc
Element Wealth, LLC
Wilkerson Advisory Group LLC
Purpose Unlimited Inc.
Atlas Wealth Partners, LLC
Mutual Advisors, LLC
Evercore Wealth Management, LLC
Janus Henderson Group Plc
Euro Pacific Asset Management, LLC
Garrison Point Advisors, Llc
Calton & Associates, Inc.
Live Oak Private Wealth LLC
Ridgeline Wealth Planning, LLC
Pallas Capital Advisors LLC
Parker Investment Management, LLC
Harvest Fund Management Co., Ltd
Van Hulzen Asset Management, LLC
Patrick M Sweeney & Associates, Inc
DHJJ Financial Advisors, Ltd.
AA Financial Advisors, LLC
Vantus Wealth LLC
Colonial Trust Advisors
Fifth Third Wealth Advisors LLC
LGT Financial Advisors LLC
Exencial Wealth Advisors, Llc
Penobscot Wealth Management
Miracle Mile Advisors, LLC
Relyea Zuckerberg Hanson LLC
Pnc Financial Services Group, Inc.
Bull Oak Capital, LLC
WASHINGTON TRUST Co
Atlanta Consulting Group Advisors, LLC
Golden State Wealth Management, LLC
Diversified Management Inc
Continuum Wealth Advisors, Llc
Bradley & Co. Private Wealth Management, LLC
Allianz Se
Total Clarity Wealth Management, Inc.
Financial & Tax Architects, LLC
Sharper & Granite LLC
Stableford Capital Ii Llc
JNBA Financial Advisors
NewSquare Capital LLC
Graney & King, LLC
1st Source Bank
AssuredPartners Investment Advisors, LLC
Innovative Asset Advisors Group, LLC
Boston Research & Management Inc
Net Worth Advisory Group
Center for Financial Planning, Inc.
Pacific Point Advisors, LLC
Lavelle Capital Lp
Millennium Management Llc
Hengehold Capital Management Llc
First National Bank Of Omaha
McAlvany Wealth Management LLC
Hartland & Co., LLC
SG Americas Securities, LLC
Oppenheimer & Co Inc
NewEdge Wealth, LLC
Napier Financial, LLC
Bay Harbor Wealth Management, LLC
Manchester Capital Management LLC
Cornerstone Advisors Asset Management, Inc
Cape Investment Advisory, Inc.
United Capital Financial Advisers, Llc
Perigon Wealth Management, LLC
Gibson Capital, LLC
West Family Investments, Inc.
Brandywine Oak Private Wealth Llc
Holistic Financial Partners
DCF Advisers, LLC
Huntington National Bank
Foundation Wealth Management, LLC
Washington Trust Advisors, Inc.
Urban Wealth Management, LLC
Smallwood Wealth Investment Management, LLC
Maia Wealth LLC
Fourth Dimension Wealth, LLC
Milestone Asset Management, Llc
Keebeck Wealth Management, LLC
AlTi Global, Inc.
Capital Analysts, Inc.
Independent Wealth Network Inc.
Versant Capital Management, Inc
Wealth Management Partners, LLC
Fearless Solutions, LLC dba Best Invest
Empower Advisory Group, LLC
Kovack Advisors, Inc.
Laffer Investments
Wall Street Access Asset Management, LLC
Winthrop Capital Management, LLC
Ancora Advisors, LLC
Daymark Wealth Partners, Llc
Exit Wealth Advisors, LLC.
Cypress Capital Group
Wealthcare Advisory Partners LLC
Boston Private Wealth Llc
Vestmark Advisory Solutions, Inc.
Stonehage Fleming Financial Services Holdings Ltd
Fiduciary Group LLC
Signature Resources Capital Management, LLC
Fulcrum Equity Management
Tucker Asset Management Llc
Choate Investment Advisors
First National Bank Sioux Falls
Victory Financial Group, Llc
Sandy Cove Advisors, LLC
Endeavor Private Wealth, Inc.
Revolve Wealth Partners, LLC
Sepio Capital, LP
Butensky & Cohen Financial Security, Inc
J2 Capital Management Inc
BlueChip Wealth Advisors LLC
South Shore Capital Advisors
Oxbow Advisors, LLC
Signature Equity Partners, LLC
Richard Young Associates, Ltd.
Tiaa Trust, National Association
AMG National Trust Bank
Apollon Financial, LLC
American Trust
PUREfi Wealth, LLC
Ambassador Advisors, LLC
Avestar Capital, LLC
Compass Wealth Management, LLC/GA
Jackson Wealth Management, LLC
Gilpin Wealth Management, Llc
Fonville Wealth Management LLC
Cape Cod Five Cents Savings Bank
Curio Wealth, Llc
Lvm Capital Management Ltd/mi
Independent Financial Group, Llc
Chilton Capital Management Llc
MAI Capital Management
Chevy Chase Trust Holdings, Inc.
Axiom Investment Management LLC
Mjp Associates Inc /adv
National Bank Of Canada /fi/
3EDGE Asset Management, LP
Wealth Management Associates, Inc.
Tyche Wealth Partners LLC
Stirlingshire Investments, Inc.
Bfsg, Llc
Waterloo Capital, L.P.
Claro Advisors LLC
UBS Group AG
Okabena Investment Services Inc
Atlantic Union Bankshares Corp
Bluedoor Private Wealth, Llc
King Luther Capital Management Corp
Kornitzer Capital Management Inc /ks
Swp Financial Llc
Two West Capital Advisors LLC
Sanibel Captiva Trust Company, Inc.
Greenspring Advisors, LLC
BEAM Asset Management, LLC
Braeburn Wealth Management LLC
Assetmark, Inc
Stephens Inc /ar/
Security Financial Services, INC.
SBI Securities Co., Ltd.
Legacy Bridge, LLC
Pettinga Financial Advisors, LLC
Flynn Zito Capital Management, Llc
Summit Financial, LLC
Signet Private Wealth LLC
Tradition Wealth Management, LLC
Gill Capital Partners, Llc
Bridgewater Advisors Inc.
Lifeworks Advisors, LLC
Stablepoint Partners, LLC
Oxford Financial Group Ltd
CIBC World Markets Inc.
Shared Vision Wealth Group LLC
Inspirion Wealth Advisors, Llc
Hutchinson Capital Management/ca
Mascoma Wealth Management LLC
MorganRosel Wealth Management, LLC
Wiser Advisor Group LLC
Aspen Investment Management Inc
Simmons Bank
LaSalle St. Investment Advisors, LLC
Brown Brothers Harriman & Co
Marks Group Wealth Management, Inc
TD Capital Management LLC
Ipsen Advisor Group LLC
Fifth Third Bancorp
Sheets Smith Wealth Management
Northwest Capital Management Inc
Archford Capital Strategies, LLC
Greenleaf Trust
Silverleafe Capital Partners, LLC
Global Wealth Strategies & Associates
Advisory Alpha, LLC
Hirtle Callaghan & Co LLC
Gateway Wealth Partners, LLC
Kanawha Capital Management Llc
Compass Ion Advisors, LLC
Kestra Advisory Services, LLC
Avalon Trust Co
Uniting Wealth Partners, LLC
O'shaughnessy Asset Management, Llc
Asempa Wealth Advisors
Medallion Wealth Advisors, LLC
Ci Investments Inc.
Hardman Johnston Global Advisors LLC
Banco BTG Pactual S.A.
Mengis Capital Management, Inc.
Asset Management One Co., Ltd.
Legacy Trust
Moors & Cabot, Inc.
David R. Rahn & Associates Inc.
Verus Financial Partners, Inc.
HCR Wealth Advisors
Indivisible Partners
BRYN MAWR TRUST Co
Ameritas Advisory Services, LLC
Clark Capital Management Group, Inc.
Mh & Associates Securities Management Corp /adv
Sharkey, Howes & Javer
Oak Harvest Investment Services
Mader & Shannon Wealth Management, Inc.
WMG Financial Advisors, LLC
Toth Financial Advisory Corp
Marmo Financial Group, LLC
Fortis Capital Management LLC
Compton Wealth Advisory Group, LLC
RiverFront Investment Group, LLC
Financial Security Advisor, Inc.
MBL Wealth, LLC
Reyes Financial Architecture, Inc.
Nalls Sherbakoff Group, Llc
Sunbelt Securities, Inc.
Alken Asset Management Ltd.
Ofc Financial Planning, Llc
Global Assets Advisory, LLC
Mairs & Power Inc
Forza Wealth Management, LLC
Vontobel Holding Ltd.
W.G. Shaheen & Associates DBA Whitney & Co
Miller Capital Partners, Inc.
Stephen J. Garry & Associates, Llc
First Citizens Bank & Trust Co
Betterment LLC
Bank Julius Baer & Co. Ltd, Zurich
Farmers & Merchants Investments Inc
White Lighthouse Investment Management Inc.
Koa Wealth Management, LLC
Fortress Financial Group, Llc
Oppenheimer Asset Management Inc.
WealthCare Investment Partners, LLC
IMC-Chicago, LLC
Independence Bank of Kentucky
VestGen Advisors, LLC
Jacobi Capital Management LLC
Bank Of Montreal /can/
Petra Financial Advisors Inc
Modern Wealth Management, LLC
Aventura Private Wealth, LLC
Capital Planning Advisors, LLC
Chilton Investment Co Llc
Wealth Architects, LLC
KERR FINANCIAL PLANNING Corp
Caliber Wealth Management, LLC / KS
Moulton Wealth Management, Inc
Sanchez Gaunt Capital Management, LLC
Compass Financial Group, Inc.
Hippocratic Financial Advisors, LLC
Solidarilty Wealth, LLC
ERn Financial, LLC
Bigelow Investment Advisors, LLC
Avidian Wealth Solutions, LLC
One Charles Private Wealth Services, LLC
Networth Advisors, LLC
Oak Family Advisors, Llc
Bessemer Group Inc
Gen-Wealth Partners Inc
Gerber Kawasaki Wealth & Investment Management
Mission Wealth Management, Lp
Sentinel Trust Co Lba
Comprehensive Money Management Services LLC
CIBC Private Wealth Group, LLC
ABLE Financial Group, LLC
Drive Wealth Management, Llc
Foster & Motley Inc
Fragasso Group Inc.
Ellevest, Inc.
BSW Wealth Partners
Cercano Management LLC
Armbruster Capital Management, Inc.
Park Place Capital Corp
New Capital Management LP
CENTRAL TRUST Co
Advisor Resource Council
Capital Performance Advisors Llp
Private Wealth Asset Management, LLC
Perennial Investment Advisors, LLC
CRA Financial Services, LLC
NWF Advisory Services Inc.
Twin Peaks Wealth Advisors, LLC
Midwest Trust Co
Private Client Services, Llc
Hoxton Planning & Management, LLC
January Capital Advisors LLC
Midwest Financial Group LLC
Walleye Trading LLC
Meridian Investment Counsel Inc.
West Bancorporation Inc
Trustmark National Bank Trust Department
VPR Management LLC
Christensen, King & Associates Investment Services, Inc.
Anchor Investment Management, LLC
Kelly Financial Services LLC
Global Retirement Partners, LLC
Stratos Wealth Partners, LTD.
Smith & Howard Wealth Management, LLC
Sylvest Advisors, LLC
North Dallas Bank & Trust Co
Rochester Wealth Strategies, LLC
Jaffetilchin Investment Partners, LLC
Parkside Financial Bank & Trust
Tradewinds Capital Management, LLC
Franklin Street Advisors Inc /nc
Founders Capital Management
Weaver Consulting Group
Waldron Private Wealth LLC
HighPoint Advisor Group LLC
UMA Financial Services, Inc.
Evelyn Partners Asset Management Ltd
Curtis Wealth Management Llc
Lakeridge Wealth Management LLC
Yeomans Consulting Group, Inc.
LifeGoal Wealth Advisors
Diversified Enterprises, LLC
Aprio Wealth Management, LLC
West Paces Advisors Inc.
Prairie Wealth Advisors, Inc.
Larson Financial Group LLC
Farmers & Merchants Trust Co of Long Beach
Signaturefd, Llc
Flywheel Private Wealth LLC
WESPAC Advisors SoCal, LLC
AE Wealth Management LLC
Essex Savings Bank
Austin Private Wealth, LLC
Guardian Wealth Management, LLC
Dorsey & Whitney Trust CO LLC
Beese Fulmer Investment Management, Inc.
Elevated Financial Group LLC
Strathmore Capital Advisors, Inc.
Kmg Fiduciary Partners, Llc
Personal Cfo Solutions, Llc
Regency Capital Management Inc.\DE
Accredited Investors Inc.
Financial Alternatives, Inc
Independent Solutions Wealth Management, LLC
Ballentine Partners, LLC
DMG Group, LLC
ORG Wealth Partners, LLC
ONE Advisory Partners, LLC
TCP Asset Management, LLC
Emerald Investment Advisers, LLC
Steigerwald, Gordon & Koch Inc.
Keating Financial Advisory Services, Inc.
Winthrop Advisory Group LLC
Pillar Financial Advisors, LLC
HighTower Advisors, LLC
Schrum Private Wealth Management LLC
Anfield Capital Management, LLC
Keystone Wealth Services, LLC
Capital Advisors Wealth Management, LLC
New Hampshire Trust
First Command Advisory Services, Inc.
Salem Investment Counselors Inc
New England Private Wealth Advisors LLC
Clarity Asset Management, Inc.
M Holdings Securities, Inc.
Proficio Capital Partners LLC
Foguth Wealth Management, LLC.
Marble Wealth, LLC
Blalock Williams, Llc
5th Street Advisors, LLC
BostonPremier Wealth LLC
Whelan Financial
Lido Advisors, LLC
Wsfs Capital Management, Llc
Chatham Capital Group, Inc.
Allstate Corp
ESL Trust Services, LLC
Bartlett & Co. Wealth Management Llc
Kestra Private Wealth Services, Llc
Birch Hill Investment Advisors LLC
Courier Capital Llc
Nbc Securities, Inc.
Camden National Bank
ETF Store, Inc.
Diversified Trust Co
Patriot Financial Group Insurance Agency, LLC
South Plains Financial, Inc.
Cozad Asset Management Inc
Envision Financial Planning, LLC
Transamerica Financial Advisors, Inc.
Intesa Sanpaolo Wealth Management
Triumph Capital Management
Certified Advisory Corp
Aspect Partners, LLC
Planning Project LLC
Benchmark Investment Advisors LLC
Genesis Wealth Advisors, LLC
Capital Asset Managemnet, LLC
Eq Wealth Advisors, Llc
James Investment Research Inc
Garrett Investment Advisors LLC
Chesley Taft & Associates LLC
1620 Investment Advisors, Inc.
Sterling Investment Advisors Llc /adv
Centennial Bank/AR/
Quest 10 Wealth Builders, Inc.
Ascent Group, LLC
Rare Wolf Capital LLC
Synergy Investment Management, LLC
Css Llc/il
Stokes Family Office, LLC
McAdam, LLC
National Asset Management, Inc.
SOA Wealth Advisors, LLC.
Ibex Wealth Advisors
Ethos Financial Group, LLC
First Growth Capital LLC
DT Investment Partners, LLC
Pachira Investments Inc.
Fulton Bank, N.a.
Mackay Shields Llc
Wealth Care LLC
Dentgroup LLC
Pacific Excel Wealth Advisors, Inc.
Chicago Capital, LLC
Pin Oak Investment Advisors Inc
Team Financial Group, LLC
Bailard, Inc.
Tidemark, LLC
Mkd Wealth Coaches, Llc
JB Capital LLC
Level Four Advisory Services, Llc
Octavia Wealth Advisors, LLC
Meridian Wealth Management, LLC
Cambridge Associates Llc /ma/ /adv
TriaGen Wealth Management LLC
Allworth Financial LP
Operose Advisors LLC
Vicus Capital
TD Waterhouse Canada Inc.
Coastal Bridge Advisors, LLC
Adviser Investments LLC
Cowa, Llc
Sterling Capital Management LLC
Pullen Investment Management, LLC
Integrity Investment Advisors, LLC
Rhl Group, Llc
Evergreen Capital Management Llc
LifeWealth Investments, LLC
Vanguard National Trust Co
Kingsview Wealth Management, LLC
IFC & Insurance Marketing, Inc.
Rosenberg Matthew Hamilton
Financial Perspectives, Inc
TSA Wealth Managment LLC
Capital Squared Financial LLC
Van Eck Associates Corp
RFG Advisory, LLC
Sanctuary Advisors, LLC
DGS Capital Management, LLC
Reuter James Wealth Management, Llc
Cascade Financial Partners, LLC
5T Wealth, LLC
Putnam Fl Investment Management Co
Pure Portfolios Holdings Llc
BCU Wealth Advisors, LLC
Pacifica Partners Inc.
CI Private Wealth, LLC
Crestwood Advisors Group LLC
Colony Family Offices, LLC
Merit Financial Group, LLC
Baker Ellis Asset Management LLC
Allegheny Financial Group LTD
Pitcairn Wealth Advisors LLC
Kiley Juergens Wealth Management, Llc
Strategic Wealth Advisors LLC
Savant Capital, LLC
Aspire Private Capital, LLC
Evergreen Wealth Solutions, LLC
Citizens National Bank Trust Department
Roundview Capital LLC
Catalytic Wealth RIA, LLC
Chapman Financial Group, Llc
MEMBERS Trust Co
JDM Financial Group LLC
Sentinel Pension Advisors Inc
One Capital Management, LLC
Mirador Capital Partners LP
Provenance Wealth Advisors, LLC
Sfmg, Llc
First Heartland Consultants, Inc.
Robertson Stephens Wealth Management, LLC
Hazlett, Burt & Watson, Inc.
Pacific Park Financial, Inc.
JPL Wealth Management, LLC
Integrity Alliance, Llc.
Sigma Planning Corp
Aureus Asset Management, LLC
Cape Ann Savings Bank
Evermay Wealth Management Llc
Manning & Napier Advisors Llc
First Financial Group Corp
Planning Alternatives Ltd /adv
Financial Management Professionals, Inc.
New England Professional Planning Group Inc.
Investors Portfolio Services LLC
Kure Advisory, LLC
Alchemi Wealth, LLC
Bright Financial Advisors, Inc.
Gables Capital Management Inc.
Atlantic Trust, LLC
Scarborough Advisors, LLC
Prime Capital Investment Advisors, LLC
Acorn Financial Advisory Services Inc /adv
Alhambra Investment Partners LLC
First Financial Corp /in/
Simplicity Wealth,LLC
First Eagle Investment Management, LLC
Sentinus, LLC
Thrivent Financial For Lutherans
Bellecapital International Ltd.
Freestone Capital Holdings, LLC
First Pacific Financial
Weil Company, Inc.
Financial Sense Advisors, Inc.
Pinnacle Wealth Management Advisory Group, LLC
Rakuten Investment Management, Inc.
Investment Management Corp /va/ /adv
Beck Capital Management, Llc
Nkcfo Llc
Umb Bank N A/mo
United Asset Strategies, Inc.
Spectrum Planning & Advisory Services Inc.
Pacific Center for Financial Services
Alaethes Wealth LLC
Cm Wealth Advisors Llc
Addison Capital Co
Evoke Wealth, Llc
CIBC Bancorp USA Inc.
WFA of San Diego, LLC
Ashton Thomas Securities, Llc
Burkett Financial Services, Llc
Purkiss Capital Advisors LLC
Vance Wealth, Inc.
Wealthspire Advisors, LLC
Regal Investment Advisors LLC
Rothschild Investment Llc
Compagnie Lombard Odier SCmA
Granite FO LLC
BankPlus Trust Department
Associated Banc-corp
Permanens Capital L.P.
Integral Investment Advisors, Inc.
Yukon Wealth Management, Inc.
Davis R M Inc
Focus Financial Network, Inc.
EP Wealth Advisors, Inc.
Ckw Financial Group
Westside Investment Management, Inc.
Shepherd Financial Partners LLC
AdvisorNet Financial, Inc
Commonwealth Financial Services, LLC
Trevian Wealth Management LLC
Strive Financial Group ,LLC
Vivaldi Capital Management, LLC
JTC Employer Solutions Trusteee Ltd
Novem Group
First United Bank Trust/
Harbour Investments, Inc.
Tactive Advisors, LLC
Cadinha & Co Llc
Beacon Investment Advisory Services, Inc.
New Millennium Group LLC
FineMark National Bank & Trust
APCM Wealth Management for Individuals
Carl Stuart Investment Advisor, Inc
Evolve Private Wealth, Llc
Stone Point Wealth LLC
Insight 2811, Inc.
Fiduciary Family Office, Llc
Cambridge Investment Research Advisors, Inc.
Panoramic Investment Advisors, Llc
Arrien Investments, Inc.
Intrepid Capital Management Inc
Perkins Coie Trust Co
Courage Capital Management Llc
Keystone Financial Group
Sumitomo Mitsui DS Asset Management Company, Ltd
Heritage Financial Services, LLC
Hamilton Wealth, LLC
Inspire Advisors, LLC
MainStreet Investment Advisors LLC
GHP Investment Advisors, Inc.
Maridea Wealth Management LLC
Truvestments Capital Llc
Steward Partners Investment Advisory, Llc
Rialto Wealth Management, LLC
Silvia Mccoll Wealth Management, Llc
Hickory Point Bank & Trust
Turtle Creek Wealth Advisors, LLC
American Asset Management Inc.
Legacy Edge Advisors, LLC
Sovran Advisors, LLC
Genesis Private Wealth, Llc
LPL Financial LLC
Horst & Graben Wealth Management LLC
Onyx Bridge Wealth Group LLC
Citizens Financial Group Inc/ri
First City Capital Management, Inc.
Asset Management Group, Inc.
Petersen Hastings Wealth Advisors Inc.
International Assets Investment Management, Llc
GLR Partners, LLC
VCI Wealth Management LLC
James J. Burns & Company, LLC
Hillcrest Wealth Advisors - NY, LLC
Valued Retirements, Inc.
Oasis Advisors, LLC
Obermeyer Wood Investment Counsel, Lllp
Galvin, Gaustad & Stein, LLC
Elwood & Goetz Wealth Advisory Group, LLC
Genus Capital Management Inc.
XTX Topco Ltd
Bayshore Capital Advisors, LLC
Keybank National Association/oh
Keystone Financial Services
Axxcess Wealth Management, Llc
May Hill Capital, LLC
Capital & Planning, Llc
Mizuho Securities Co. Ltd.
Modus Advisors, LLC
S.A. Mason LLC
Equitable Holdings, Inc.
Bank Of America Corp /de/
World Equity Group, Inc.
Family Management Corp
Centennial Wealth Advisory LLC
Jpmorgan Chase & Co
NorthRock Partners, LLC
GFS Advisors, LLC
Silver Grove Financial Group, Inc.
Narwhal Capital Management
Pacific Capital Wealth Advisors, Inc
High Falls Advisors, Inc
CX Institutional
Wealth Dimensions Group, Ltd.
Barclays Plc
SkyView Investment Advisors, LLC
Beckerman Institutional, LLC
Jones Financial Companies Lllp
IAG Wealth Partners, LLC
Geneva Partners, LLC
ARS Wealth Advisors Group, LLC
Frankly Finances, LLC
Semus Wealth Partners LLC
Bare Financial Services, Inc
SGL Investment Advisors, Inc.
Sageworth Trust Co
Kaydan Wealth Management, Inc.
Intellus Advisors LLC
Kfg Wealth Management, Llc
Acorn Wealth Advisors, LLC
Sound Income Strategies, LLC
Continuum Advisory, LLC
SB Capital Management Inc
Us Bancorp \de\
Valued Wealth Advisors LLC
Jane Street Group, Llc
CWA Asset Management Group, LLC
CPR Investments Inc.
Tsfg, Llc
Rainier Family Wealth Inc
AlphaCore Capital LLC
Caldwell Trust Co
Quattro Financial Advisors Llc
Berkeley Capital Partners, LLC
Naples Global Advisors, Llc
Northwestern Mutual Wealth Management Co
Meritage Portfolio Management
Atwater Malick LLC
New Republic Capital, LLC
Bank OZK
Integrity Wealth Solutions LLC
Fort Point Capital Partners LLC
Strengthening Families & Communities, LLC
Archer Investment Management, LLC
Oakworth Capital, Inc.
Grimes & Company, Inc.
Principal Securities, Inc.
Mission Financial Group, LLC
Ehrlich Financial Group
MONECO Advisors, LLC
Vision Retirement, LLC
Topor & Co. Korea
Colonial Trust Co / SC
Global Financial Private Client, LLC
SageView Advisory Group, LLC
Armstrong, Fleming & Moore, Inc
Envestnet Asset Management Inc
CFS Investment Advisory Services, LLC
Fairvoy Private Wealth, LLC
Talon Private Wealth, LLC
Jamison Private Wealth Management, Inc.
Rogco, Lp
Delta Financial Advisors Llc
Creative Financial Designs Inc /adv
Apella Capital, LLC
Gunpowder Capital Management, LLC dba Oliver Wealth Management
NFP Retirement, Inc.
Hutchens & Kramer Investment Management Group, LLC
Great Diamond Partners, LLC
Financial Engines Advisors L.L.C.
Phoenix Wealth Advisors
Charles Schwab Investment Management Inc
Thompson Siegel & Walmsley Llc
Lake Street Financial Llc
Wedbush Securities Inc
Kingswood Wealth Advisors, Llc
Pinnacle Wealth Planning Services, Inc.
Harbour Wealth Management Group, Inc.
American Investment Services, Inc.
EFG International AG
CWM Advisors, LLC
XML Financial, LLC
Sar Wealth Management Group, Llc
KKM Financial LLC
COFG Advisors, LLC
Creative Planning
Cedar Wealth Management, LLC
Legacy Wealth Partners, LLC
International Private Wealth Advisors LLC
Myecfo, Llc
Grant Street Asset Management, Inc.
Clear Retirement Advice LLC
Sharp Financial Services, LLC
Everstar Asset Management, LLC
Cathy Pareto & Associates, Inc
Plan Group Financial, LLC
Zhang Financial LLC
Redhawk Wealth Advisors, Inc.
Ausdal Financial Partners, Inc.
Rsm Us Wealth Management Llc
Palisades Hudson Asset Management, L.P.
Caitlin John, LLC
Narus Financial Partners, LLC
Ssa Swiss Advisors Ag
Moment Partners, LLC
Opal Wealth Advisors, LLC
YANKCOM Partnership
Maimon Wealth Management Ltd.
Financial Life Planners
Fiduciary Financial Group, Llc
Summit Place Financial Advisors, LLC
Quest Investment Management Llc
Fifth Third Securities, Inc.
Nearwater Capital Markets, Ltd
Doliver Advisors, Lp
Western Wealth Management, LLC
Leavell Investment Management, Inc.
Foster Dykema Cabot & Partners, Llc
Destination Wealth Management
Willis Investment Counsel
Firethorn Wealth Partners, Llc
Ameriflex Group, Inc.
A4 Wealth Advisors LLC
Quotient Wealth Partners, LLC
Lesa Sroufe & Co
Shrier Wealth Management, Llc
Capital Investment Management, Inc.
Apollon Wealth Management, LLC
Phillips Financial Management, Llc
Generation Capital Management LLC
Sagace Wealth Management LLC
Strategic Investment Solutions, Inc. /IL
Florida Financial Advisors, Llc
Sanchez Wealth Management Group
Wormser Freres Gestion
Sound Stewardship, LLC
Bank of New York Mellon Corp
Morton Capital Management LLC/CA
Discipline Wealth Solutions, LLC
Sound Financial Strategies Group, LLC
Eurizon Asset Management Hungary Ltd.
Dai-ichi Life International Holdings LLC
Atala Financial Inc
Columbus Macro, LLC
High Point Wealth Management, LLC
Venturi Wealth Management, LLC
Crumly & Associates Inc.
Cyr Financial Inc.
HB Wealth Management, LLC
Toroso Investments, LLC
Mount Yale Investment Advisors, LLC
Rocky Mountain Advisers, Llc
Frank, Rimerman Advisors LLC
Foundation Wealth Management, LLC\PA
LFA - Lugano Financial Advisors SA
Kcm Investment Advisors Llc
Atlas Capital Advisors Llc
S&co Inc
Beacon Financial Planning, Inc
LiftPoint Family Wealth Advisors LLC
Retirement Wealth Solutions LLC
Hamrick Investment Counsel, llc
Red Door Wealth Management, LLC
Avory & Company, LLC
Nova Wealth Management, Inc.
Macroview Investment Management Llc
Noesis Capital Mangement Corp
Neuberger Berman Group LLC
ASL Financial, LLC
Park Avenue Securities Llc
Townsend & Associates, Inc
Prudential Plc
Evolution Wealth Management Inc.
Principia Wealth Advisory, LLC
GenWealth Group, Inc.
One Wealth Capital Management, Llc
Citadel Advisors Llc
Retirement Planning Group
Valley National Advisers Inc
Berger Financial Group, Inc
Confluence Wealth Services, Inc.
Berkshire Asset Management Llc/pa
Impact Investors, Inc
Financial Futures Ltd Liability Co.
Alesco Advisors Llc
Tudor Investment Corp Et Al
Annis Gardner Whiting Capital Advisors, LLC
Elevation Wealth Management LLC
Gamco Investors, Inc. Et Al
Ransom Advisory, Ltd
Guidance Capital, Inc
Quent Long Short Global Small Cap Fund, LP
Blueprint Investment Partners LLC
Archetype Wealth Partners
Bogart Wealth, LLC
Lodestar Private Asset Management Llc
Rakuten Securities, Inc.
Syon Capital Llc
Blue Capital, Inc.
Hager Investment Management Services, Llc
Indiana Trust & Investment Management CO
LifePlan Financial, LLC
Tobias Financial Advisors, Inc.
Meridian Wealth Advisors, LLC
Endowment Wealth Management, Inc.
Pinebridge Investments Llc
McMahon Financial Advisors, LLC
Badgley Phelps Wealth Managers, LLC
Kitching Partners, Llc
3 Factor Indexing, Llc
LifePlan Investment Advisors, Inc.
Midwest Capital Advisors, LLC
Millstone Evans Group, LLC
Golden State Equity Partners
Banco Santander, S.A.
Kovitz Investment Group Partners, LLC
OneAscent Family Office, LLC
Fiduciary Alliance LLC
Hollencrest Capital Management
Wealthgarden F.s. Llc
Solstein Capital, LLC
Umpqua Bank
Ewa, Llc
Town Capital LLC
Sowell Financial Services LLC
Tortoise Investment Management, LLC
Visionary Wealth Advisors
Tudor Financial Inc.
Armis Advisers, LLC
Arete Wealth Advisors, LLC
Raymond James Financial Inc
Veridan Wealth LLC
Gradient Investments LLC
ATX Financial Planning, LLC
Summit Trail Advisors, Llc
Forum Finance Group S.A.
Donaldson Capital Management, Llc
Kozak & Associates, Inc.
Schf (gpe), Llc
Trust Co Of Toledo Na /oh/
Pictet North America Advisors SA
Highland Financial Advisors, LLC
Dynamic Advisor Solutions LLC
Roger Wittlin Investment Advisory, LLC
Firestone Capital Management
Lansing Street Advisors
Reliant Investment Partners, LLC
Financial Freedom, LLC
Altman Advisors, Inc.
Coastwise Capital Group, LLC
Erste Asset Management GmbH
Vann Equity Management LLC
Salomon & Ludwin, LLC
PDS Planning, Inc
Henderson Brothers Financial Partners, LLC
Change Path, LLC
Legend Financial Advisors, Inc.
SigFig Wealth Management, LLC
Copia Wealth Management
Traveka Wealth, LLC
VSM Wealth Advisory, LLC
Azimuth Capital Investment Management LLC
Ntv Asset Management Llc
Concentrum Wealth Management
Aries Wealth Management
Ruggiero Investments, Inc.
Aqr Capital Management Llc
Smartleaf Asset Management LLC
Citigroup Inc
WJ Wealth Management, LLC
Rockland Trust Co
Crewe Advisors LLC
Dynasty Wealth Management, Llc
Horizon Kinetics Asset Management Llc
Dopkins Wealth Management, Llc
Ieq Capital, Llc
Landing Point Financial Group, LLC
Gould Asset Management Llc /ca/
Disciplined Investors, L.L.C.
Allen Capital Group, LLC
Resources Investment Advisors, LLC.
Mill Capital Management, LLC
RFG - Bristol Wealth Advisors, LLC
Strategies Wealth Advisors, LLC
Prosperity Bancshares Inc
Beacon Financial Advisory LLC
StoneX Group Inc.
Liberty Atlantic Advisors LLC
JT Stratford LLC
Curated Wealth Partners LLC
Beacon Capital Management, LLC
PFG Investments, LLC
Denver Wealth Management, Inc.
Advantage Trust Co
Wealthfront Advisers Llc
WealthCollab, LLC
LOM Asset Management Ltd
Zions Bancorporation, National Association /ut/
BKA Wealth Consulting, Inc.
Balboa Wealth Partners
Heritage Wealth Advisors
Regent Peak Wealth Advisors LLC
Cooke Wealth Management, LLC
Nottingham Advisors, Inc.
Prevail Innovative Wealth Advisors, Llc
Liberty Wealth Management Llc
Legacy Wealth Managment, LLC/ID
Upper Left Wealth Management, LLC
Capital Advisor Network LLC
Wealth Enhancement Trust Services, Inc.
Stonebridge Financial Group, LLC
Integrated Wealth Concepts LLC
Arcus Capital Partners, LLC
Parsons Capital Management Inc/ri
Bulltick Wealth Management, LLC
Mosaic Family Wealth Partners, Llc
Kooman & Associates
Grove Bank & Trust
Centaurus Financial, Inc.
MA Private Wealth
Facet Wealth, Inc.
Verity Asset Management, Inc.
Ariston Services Group
Pennsylvania State University
Strategic Point Investment Advisors, LLC
WealthPLAN Partners, LLC
Regatta Capital Group, Llc
Sage Rhino Capital Llc
Resources Management Corp /ct/ /adv
Astoria Portfolio Advisors LLC.
Twin Focus Capital Partners, Llc
Kelsey Financial, LLC
SRS Capital Advisors, Inc.
Kwmg, Llc
Private Advisor Group, LLC
Clear Harbor Asset Management, LLC
Independent Wealth Advisors LLC
Leigh Baldwin & Co., Llc
Baker Boyer National Bank
Trust Co Of Vermont
Joel Isaacson & Co., LLC
Forbes J M & Co Llp
Crown Wealth Group, LLC
First Horizon Corp
Auxano Advisors, LLC
Old Port Advisors
Sulzberger Capital Advisors, Inc.
Satovsky Asset Management Llc
Well Done, LLC
Stone House Investment Management, LLC
Novak & Powell Financial Services, Inc.
Glen Eagle Advisors, LLC
BOK Financial Private Wealth, Inc.
BKM Wealth Management, LLC
Spears Abacus Advisors LLC
Wolff Wiese Magana Llc
Costello Asset Management, INC
Landaas & Co /wi /adv
Montag A & Associates Inc
Timber Creek Capital Management LLC
Pictet Asset Management Holding SA
LRI Investments, LLC
Geneos Wealth Management Inc.
North Capital, Inc.
Skyline Advisors, Inc.
M. Kulyk & Associates, LLC
SmartHarvest Portfolios, LLC
BLB&B Advisors, LLC
Stewardship Concepts Financial Services Llc
IFG Advisory, LLC
Ifrah Financial Services, Inc.
Centerpoint Advisors, LLC
Nilsine Partners, LLC
Spinnaker Investment Group, LLC
Proathlete Wealth Management Llc
Glenmede Trust Co Na
Wells Fargo & Company/mn
Keel Point, LLC
CJM Wealth Advisers, Ltd.
True Vision MN LLC
We Are One Seven, LLC
Princeton Global Asset Management LLC
Sagespring Wealth Partners, Llc
U.S. Capital Wealth Advisors, LLC
Godfrey Financial Associates, Inc.
Maltin Wealth Management, Inc.
Graham Capital Wealth Management, Llc
Terra Nova Asset Management LLC
Sigma Investment Counselors Inc
Atlantic Edge Private Wealth Management, LLC
Lifelong Wealth Advisors, Inc.
Rehmann Capital Advisory Group
Murphy & Mullick Capital Management Corp
Private Advisory Group LLC
Centric Wealth Management
Pathstone Holdings, LLC
Evolution Wealth Advisors, LLC
Catalyst Investment Management LLC
Burling Wealth Partners, Llc
Marshall & Sterling Wealth Advisors Inc.
Horizons Wealth Management
Kestra Investment Management, LLC
Bellevue Asset Management, Llc
Bleakley Financial Group, LLC
Compass Financial Group, Inc. (Ohio)
Dogwood Wealth Management LLC
Hudson Oak Wealth Advisory LLC
Montis Financial, LLC
Sankala Group LLC
Ashton Thomas Private Wealth, LLC
Ingalls & Snyder Llc
Patten & Patten Inc/tn
Nicolet Bankshares Inc
Tempo Wealth, LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Blue Fin Capital, Inc.
Briaud Financial Planning, Inc
Impact Capital Partners LLC
4wealth Advisors, Inc.
Fisher Asset Management, LLC
West Wealth Group, LLC
Transcend Wealth Collective, Llc
Barrett & Company, Inc.
Dakota Wealth Management
Thoroughbred Financial Services, Llc
Lloyd Advisory Services, LLC.
Blue Bell Private Wealth Management, Llc
Actinver Wealth Management, Inc.
Meramec Financial Planners, LLC
Hurley Capital, LLC
Aberdeen Wealth Management LLC
Helium Advisors LLC
Chandler Asset Management, Inc.
Laurel Oak Wealth Management, Llc
Heritage Trust Co
Highline Wealth Partners Llc
Baker Avenue Asset Management, LP
Archer Investment Corp
GAMMA Investing LLC
Delta Asset Management Llc/tn
HBK Sorce Advisory LLC
Crews Bank & Trust
Hyposwiss Advisors SA
Plum Street Advisors, LLC
Laraway Financial Inc
Spinnaker Trust
Centerline Wealth Advisors, LLC
New Harbor Financial Group, LLC
Hilltop Holdings Inc.
Osbon Capital Management Llc
Retirement Income Solutions, Inc
Bradley Foster & Sargent Inc/ct
High Probability Advisors, LLC
Colony Group, LLC
Ccg Wealth Management, Llc
Klingman & Associates, LLC
Creative Capital Management Investments LLC
Nadler Financial Group, Inc.
Greenline Wealth Management LLC
BKD Wealth Advisors, LLC
Viewpoint Capital Management LLC
Strategy Asset Managers Llc
Market Street Wealth Management Advisors Llc
Spire Wealth Management
NorthCrest Asset Manangement, LLC
Fortis Capital Advisors, LLC
Diesslin Group, Inc.
Northern Trust Corp
Allie Family Office LLC
Acropolis Investment Management, LLC
Argonautica Private Wealth Management, Inc
Sawyer & Company, Inc
AllGen Financial Advisors, Inc.
IPG Investment Advisors LLC
Valicenti Advisory Services Inc
Jmac Enterprises Llc
Entelevest, LLC
Secure Asset Management, LLC
Mayflower Financial Advisors, LLC
Angeles Wealth Management, Llc
Wescott Financial Advisory Group, LLC
Baird Financial Group, Inc.
Greenline Partners, LLC
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista