JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF - Net Long/Short Value

JP Morgan Exchange-Traded Fund Trust - JPMorgan 주식 프리미엄 소득 ETF
US ˙ ARCA ˙ US46641Q3323

JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income 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)
Sterling Investment Counsel, LLC
Prosperity Consulting Group, LLC
Brown Brothers Harriman & Co
Guided Capital Wealth Management, LLC
Aptus Capital Advisors, LLC
Belpointe Asset Management LLC
Triumph Capital Management
Activest Wealth Management
Hilton Capital Management, LLC
Thrivent Financial For Lutherans
Cherry Creek Investment Advisors, Inc.
South Shore Capital Advisors
Wealthspire Advisors, LLC
Andina Capital Management, LLC
Perkins Coie Trust Co
Strategic Wealth Partners, Ltd.
Orrstown Financial Services Inc
Clarity Wealth Advisors, LLC
Columbia Advisory Partners Llc
Elevatus Welath Management
MAI Capital Management
Red Crane Wealth Management, Llc
B & T Capital Management DBA Alpha Capital Management
United Capital Financial Advisers, Llc
Bay Rivers Group
TrueWealth Advisors, LLC
Wealth Management Partners, LLC
Cypress Wealth Services, LLC
Montis Financial, LLC
Smith, Moore & Co.
Signature Securities Group Corporation
Adalta Capital Management LLC
Arrow Financial Corp
Advisory Alpha, LLC
Pinnacle Wealth Management, LLC
Advisors Management Group Inc /adv
Herbst Group, Llc
Thayer Partners, LLC / MA
Concorde Asset Management, LLC
Insigneo Advisory Services, Llc
Fearless Solutions, LLC dba Best Invest
Prota Financial, LLC
Thrive Capital Management, LLC
Cassady Wealth & Retirement Planning, LLC
Plan Group Financial, LLC
Welch Financial Planning, LLC
Commonwealth Financial Services, LLC
Patron Partners Advisors, Llc
Susquehanna International Group, Llp
Riverbend Wealth Management, LLC
Investment Advisory Services Group LLC
Beacon Pointe Advisors, LLC
Quaker Wealth Management, LLC
Westbourne Investments, Inc.
Umpqua Bank
Lowery Thomas, Llc
Snowden Capital Advisors LLC
Whittier Trust Co
SG Americas Securities, LLC
L & S Advisors Inc
Kuhn & Co Investment Counsel
J. L. Bainbridge & Co., Inc.
Cooper Financial Group
Soltis Investment Advisors LLC
Formidable Asset Management, LLC
Nicolet Bankshares Inc
Henderson Brothers Financial Partners, LLC
Soundwatch Capital LLC
IFG Advisory, LLC
Carr Financial Group Corp
Kingswood Wealth Advisors, Llc
Mechanics Bank Trust Department
EPG Wealth Management LLC
Kirtland Hills Capital Management, Llc
Wealth Effects Llc
Garden State Investment Advisory Services LLC
First Foundation Advisors
Bank Of Montreal /can/
Rps Advisory Solutions Llc
Fifth Third Securities, Inc.
RDA Financial Network
Venture Visionary Partners LLC
Daymark Wealth Partners, Llc
Aprio Wealth Management, LLC
Lighthouse Financial Services Inc /adv
Oakworth Capital, Inc.
GFS Advisors, LLC
Meridian Financial Partners LLC
Axis Wealth Partners, LLC
PKS Advisory Services, LLC
Bridgewealth Advisory Group, LLC
First Hawaiian Bank
Wetzel Investment Advisors, Inc.
Hexagon Capital Partners LLC
One Capital Management, LLC
Centennial Advisors, LLC
Smithfield Trust Co
Hm Payson & Co
Brinker Capital Investments, LLC
Mcguire Capital Advisors Inc
Tcfg Wealth Management, Llc
Modern Wealth Management, LLC
Optivise Advisory Services LLC
Rockefeller Capital Management L.P.
Clarity Asset Management, Inc.
Waller Financial Planning Group, Inc
Mallini Complete Financial Planning LLC
Childress Capital Advisors, Llc
Tobias Financial Advisors, Inc.
Wealth Advisory Solutions, LLC
Nicolet Advisory Services, Llc
MCF Advisors LLC
Jones Financial Companies Lllp
1 North Wealth Services Llc
National Bank Of Canada /fi/
VestGen Advisors, LLC
Axxcess Wealth Management, Llc
Security National Bank
Tenzing Financial LLC
Morey & Quinn Wealth Partners, LLC
Main Street Financial Solutions, LLC
Merkkuri Wealth Advisors LLC
Morgan Dempsey Capital Management Llc
Beaird Harris Wealth Management, LLC
Synergy Investment Management, LLC
SlateStone Wealth, LLC
Steele Capital Management, Inc.
Dogwood Wealth Management LLC
MidWestOne Financial Group, Inc.
McAdam, LLC
Vicus Capital
Landmark Wealth Management, LLC
Pennsylvania Capital Management Inc /adv
Trust Co
KKM Financial LLC
Beacon Capital Management, Inc.
Gaddis Premier Wealth Advisors LLC
VSM Wealth Advisory, LLC
Addison Advisors LLC
Mount Yale Investment Advisors, LLC
Reicon Wealth Advisors, Llc
Operose Advisors LLC
Ubs Asset Management Americas Inc
Sentinel Pension Advisors Inc
Baird Financial Group, Inc.
Fortress Financial Solutions, LLC
Level Four Advisory Services, Llc
Cascade Investment Group, Inc.
Crescent Grove Advisors, LLC
FUKOKU MUTUAL LIFE INSURANCE Co
Nordwand Advisors, LLC
Advisor Group Holdings, Inc.
Sovereign Investment Advisors, LLC
Mission Hills Financial Advisory, LLC
Old Mission Capital Llc
New Millennium Group LLC
American Money Management, LLC
Consolidated Planning Corp
Detalus Advisors, LLC
Argent Advisors, Inc.
Strategic Blueprint, LLC
Abel Hall, LLC
Coastline Trust Co
Corps Capital Advisors, LLC
Colonial Trust Co / SC
Columbus Macro, LLC
Venturi Wealth Management, LLC
Stegent Equity Advisors, Inc.
LJI Wealth Management, LLC
Stifel Financial Corp
NCM Capital Management, LLC
Jackson Hole Capital Partners, LLC
Monticello Wealth Management, Llc
Allen Capital Group, LLC
BancorpSouth Bank
Vestmark Advisory Solutions, Inc.
Ssa Swiss Advisors Ag
Ieq Capital, Llc
Titleist Asset Management, Llc
Nelson Capital Management, LLC
Brookwood Investment Group LLC
Financial Consulate, Inc
Barnes Dennig Private Wealth Management LLC
Chris Bulman Inc
WASHINGTON TRUST Co
Lloyd Advisory Services, LLC.
Bank Of America Corp /de/
Lewis Asset Management, LLC
Blair William & Co/il
Lido Advisors, LLC
Peoples Bank /oh
KLCM Advisors, Inc.
Southern Capital Services Inc /adv
Investors Portfolio Services LLC
Marino, Stram & Associates Llc
Patriot Financial Group Insurance Agency, LLC
Fortis Advisors, LLC
PMG Family Office LLC
Creative Planning
Park Place Capital Corp
Cahill Financial Advisors Inc
CFO4Life Group, LLC
21 West Wealth Management LLC
Riverchase Wealth Management, Llc
Money Concepts Capital Corp
Novare Capital Management Llc
Oxinas Partners Wealth Management LLC
CAPROCK Group, Inc.
Caitlin John, LLC
Ccg Wealth Management, Llc
SkyOak Wealth, LLC
Mayfair Advisory Group, LLC
Stock Yards Bank & Trust Co
PDS Planning, Inc
Dudley Capital Management, Llc
J.w. Cole Advisors, Inc.
LWM Advisory Services, LLC
Midwest Capital Advisors, LLC
Level Wealth Management LLC
Triad Wealth Partners, LLC
Nations Financial Group Inc, /ia/ /adv
Mariner, LLC
Vickerman Investment Advisors, Inc.
Bridgewater Advisors Inc.
DHJJ Financial Advisors, Ltd.
Hantz Financial Services, Inc.
Rezny Wealth Management, Inc.
Reliant Wealth Planning
Westfuller Advisors, LLC
Miller Wealth Advisors, Llc
Retirement Financial Solutions, Llc
AIFG Consultants Ltd.
Forefront Wealth Management Inc.
Financial Advisory Corp /ut/ /adv
Brown, Lisle/cummings, Inc.
Strategic Investment Solutions, Inc. /IL
Lebenthal Global Advisors, LLC
Berger Financial Group, Inc
First PREMIER Bank
Vivid Wealth Management, LLC
Mission Wealth Management, Lp
Global Wealth Management Investment Advisory, Inc.
Peregrine Asset Advisers, Inc.
Gladstone Institutional Advisory LLC
BKM Wealth Management, LLC
Fmr Llc
Athena Wealth Management, LLC
Sentinus, LLC
Capstone Financial Advisors, Inc.
CI Private Wealth, LLC
Pine Valley Investments Ltd Liability Co
Cambridge Advisors Inc.
B&l Asset Management Llc
Integrity Alliance, Llc.
Ducere Wealth Management LLC
RoundAngle Advisors LLC
Cardiff Park Advisors, Llc
Seacrest Wealth Management, Llc
Wagner Wealth Management, Llc
Summit Wealth Partners, LLC
Qp Wealth Management, Llc
Quad-Cities Investment Group, LLC
M.e. Allison & Co., Inc.
Montz Harcus Wealth Management LLC
Wellington Grp LLC
Pinnacle Bancorp, Inc.
Investment Partners Asset Management, Inc.
Kingstone Capital Partners Texas, LLC
Nbc Securities, Inc.
Rollins Financial Advisors, LLC
Mather Group, Llc.
Leelyn Smith, LLC
Roan Capital Partners
Arcus Capital Partners, LLC
Parsons Capital Management Inc/ri
Twin Focus Capital Partners, Llc
Rebalance, Llc
Claro Advisors LLC
N.E.W. Advisory Services LLC
Teamwork Financial Advisors, LLC
Creative Financial Designs Inc /adv
Sfmg, Llc
SYM FINANCIAL Corp
D.a. Davidson & Co.
Dakota Wealth Management
Garrison Bradford & Associates Inc
Eastern Bank
Bull Harbor Capital LLC
Heritage Wealth Management, Inc.
Van Hulzen Asset Management, LLC
Fsb Premier Wealth Management, Inc.
American Trust
Innovative Wealth Building LLC
Edge Financial Advisors LLC
Bank of Jackson Hole Trust
Little House Capital Llc
Principle Wealth Partners Llc
EverSource Wealth Advisors, LLC
Raymond James Financial Inc
Kingdom Financial Group LLC.
Armor Investment Advisors, LLC
HBK Sorce Advisory LLC
Midwest Trust Co
Cathy Pareto & Associates, Inc
StoneX Group Inc.
Quartz Partners, LLC
AllSquare Wealth Management LLC
Bay Capital Advisors, LLC
Endeavor Private Wealth, Inc.
Hamilton Capital, LLC
Spinnaker Investment Group, LLC
Murphy & Mullick Capital Management Corp
Beckerman Institutional, LLC
Goldstone Financial Group, LLC
Leverty Financial Group, LLC
Evermay Wealth Management Llc
Joel Isaacson & Co., LLC
Welch Group, LLC
Uhlmann Price Securities, Llc
Pincus Capital Management, Lp
Miller Global Investments, LLC
Cornerstone Planning Group LLC
New Insight Wealth Advisors
Private Client Services, Llc
Angeles Wealth Management, Llc
Newman Dignan & Sheerar, Inc.
Benchmark Financial, LLC
Walkner Condon Financial Advisors LLC
IHT Wealth Management, LLC
Park National Corp /oh/
Concord Wealth Partners
F/M Investments LLC
Midwest Financial Group LLC
Houlihan Financial Resource Group, Ltd.
Federation des caisses Desjardins du Quebec
MSH Capital Advisors LLC
Arsenal Capital Advisors LLC
Mascoma Wealth Management LLC
Truvestments Capital Llc
Acorns Advisers, LLC
Tompkins Financial Corp
Panoramic Investment Advisors, Llc
Northland Securities, Inc.
Harbor Investment Advisory, Llc
Florida Financial Advisors, Llc
Chesapeake Asset Management Llc
Wealth Enhancement Advisory Services, Llc
Perissos Private Wealth Management, LLC
Vanguard Advisers Inc
Alliance Wealth Advisors, LLC
Legacy Financial Strategies, LLC
Milestone Asset Management, Llc
Bailard, Inc.
Bradley Foster & Sargent Inc/ct
Sovran Advisors, LLC
Meridian Financial, LLC
Retirement Income Solutions, Inc
BCS Wealth Management
Yukon Wealth Management, Inc.
Litman Gregory Asset Management LLC
Avidian Wealth Solutions, LLC
Financial Advisory Service, Inc.
New Wave Wealth Advisors Llc
Emerald Investment Partners, Llc
Boston Partners
Madrona Financial Services, LLC
Farmers & Merchants Trust Co of Long Beach
Integrated Wealth Management
Community Financial Services Group, LLC
Williams Jones Wealth Management, LLC.
Pinnacle Associates Ltd
Heritage Wealth Architects, Inc.
Hiley Hunt Wealth Management
Kathmere Capital Management, LLC
GWM Advisors LLC
Atticus Wealth Management, Llc
TD Waterhouse Canada Inc.
Portfolio Strategies, Inc.
Sherman Wealth Management LLC
Element Wealth, LLC
Investment Advisory Services Inc /tx /adv
Per Stirling Capital Management, LLC.
Shepherd Kaplan Krochuk, Llc
Fortis Group Advisors, LLC
Studio Investment Management Llc
Capital Advisors Wealth Management, LLC
Johnson & White Wealth Management, LLC
Independent Wealth Network Inc.
Northwestern Mutual Wealth Management Co
Buckingham Strategic Partners
Atria Investments Llc
Kovitz Investment Group Partners, LLC
Chelsea Counsel Co
Strive Financial Group ,LLC
Annis Gardner Whiting Capital Advisors, LLC
Jfs Wealth Advisors, Llc
Catalytic Wealth RIA, LLC
RFG Advisory, LLC
Patten Group, Inc.
Allspring Global Investments Holdings, LLC
Plus Group Wealth Advisors LLC
Visionary Wealth Advisors
Capital City Trust Co/fl
Capital Investment Advisors, LLC
Southeast Asset Advisors Inc.
Redmont Wealth Advisors Llc
Pointe Capital Management LLC
CIBC World Markets Inc.
Ameriprise Financial Inc
Cullen/frost Bankers, Inc.
Sax Wealth Advisors, Llc
Essex Financial Services, Inc.
Change Path, LLC
Fundamentun, Llc
Accredited Investors Inc.
First Commonwealth Financial Corp /pa/
Maripau Wealth Management Llc
Taylor Securities Services, Inc.
Integrated Financial Solutions, Inc.
Laurel Oak Wealth Management, Llc
Howard Wealth Management, Llc
3EDGE Asset Management, LP
Rocky Mountain Advisers, Llc
Aventura Private Wealth, LLC
Qube Research & Technologies Ltd
St. Clair Advisors, LLC
Tocqueville Asset Management L.p.
Strategic Financial Concepts, LLC
Cwm, Llc
AdvisorNet Financial, Inc
Us Bancorp \de\
Syntegra Private Wealth Group, LLC
Midwest Professional Planners, LTD.
SILVER OAK SECURITIES, Inc
Kestra Advisory Services, LLC
J. Team Financial, Inc.
Newport Capital Group, LLC
Sage Capital Management, LLC
Cassia Capital Partners, LLC
Hurley Capital, LLC
Apollon Financial, LLC
Huntington National Bank
Kingsview Wealth Management, LLC
Pinnacle Wealth Management Advisory Group, LLC
Moseley Investment Management Inc
Stone House Investment Management, LLC
LPL Financial LLC
Jackson, Grant Investment Advisers, Inc.
Acumen Wealth Advisors, LLC
Aviance Capital Partners, LLC
Adamsbrown Wealth Consultants Llc
Trueblood Wealth Management, LLC
Dorsey & Whitney Trust CO LLC
Mml Investors Services, Llc
TBH Global Asset Management, LLC
Smartleaf Asset Management LLC
KM Capital Management Ltd.
Atomi Financial Group, Inc.
Integrated Advisors Network LLC
Post Resch Tallon Group Inc.
HighTower Advisors, LLC
Columbia Asset Management
CIBC Private Wealth Group, LLC
Comprehensive Financial Planning, Inc./PA
D'Orazio & Associates, Inc.
Global Wealth Strategies & Associates
Hrc Wealth Management, Llc
Grant Private Wealth Management Inc
CENTRAL TRUST Co
Troutman Wealth Management, LLC
Whalen Wealth Management Inc.
Virtus ETF Advisers LLC
Milestone Asset Management Group, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Bayban
Texas Yale Capital Corp.
Frank, Rimerman Advisors LLC
Enstar Group LTD
Farther Finance Advisors, LLC
Strategic Wealth Advisors LLC
Cypress Capital Management LLC (WY)
Cambridge Investment Research Advisors, Inc.
BIP Wealth, LLC
Everstar Asset Management, LLC
Gilpin Wealth Management, Llc
Certior Financial Group, Llc
Ankerstar Wealth, LLC
Luminist Capital LLC
BTG Pactual Asset Management US LLC
Silverlake Wealth Management Llc
Heritage Trust Co
Frazier Financial Advisors, LLC
Kelly Financial Services LLC
Lummis Asset Management, LP
Elevated Capital Advisors, LLC
Haverford Trust Co
Chilton Investment Co Llc
Confluence Wealth Services, Inc.
Armstrong Advisory Group, Inc
U.S. Capital Wealth Advisors, LLC
Zacks Investment Management
FMA Wealth Management, LLC
Menard Financial Group LLC
Sloy Dahl & Holst, LLC
Hartland & Co., LLC
Smallwood Wealth Investment Management, LLC
TrustBank
Pinnacle Financial Partners, Inc.
A4 Wealth Advisors LLC
Generation Capital Management LLC
Prentice Wealth Management LLC
Lionsbridge Wealth Management LLC
Mutual Advisors, LLC
Pittenger & Anderson Inc
Assetmark, Inc
Wolff Wiese Magana Llc
BCGM Wealth Management, LLC
Legacy Bridge, LLC
Camelot Portfolios, LLC
Mountain Capital Investment Advisors, Inc
Prevail Innovative Wealth Advisors, Llc
Capital Advisor Network LLC
Monument Capital Management
Fedenia Advisers LLC
Heritage Oak Wealth Advisors Llc
Alliance Wealth Advisors, LLC /UT
LexAurum Advisors, LLC
Bank of New York Mellon Corp
4J Wealth Management LLC
Onyx Bridge Wealth Group LLC
West Michigan Advisors, Llc
Wills Financial Group LLC
IFP Advisors, Inc
Principia Wealth Advisory, LLC
Gateway Wealth Partners, LLC
CAP Partners, LLC
PFG Advisors
Advyzon Investment Management, LLC
Duncker Streett & Co Inc
WMS Group LLC
KFA Private Wealth Group, LLC
Envestnet Portfolio Solutions, Inc.
Crews Bank & Trust
Rothschild Investment Llc
J.Safra Asset Management Corp
Cyndeo Wealth Partners, LLC
LifeWealth Investments, LLC
Hidden Cove Wealth Management, LLC
Horizon Advisory Services, Inc.
Carnegie Lake Advisors LLC
Sulzberger Capital Advisors, Inc.
Caerus Investment Advisors, LLC
Windsor Capital Management, LLC
Taylor & Morgan Wealth Management, LLC
Badgley Phelps Wealth Managers, LLC
Fidelis Capital Partners, LLC
CRA Financial Services, LLC
Cornerstone Financial Management LLC
Putnam Fl Investment Management Co
IMC-Chicago, LLC
Kelly Financial Group Llc
FourThought Financial Partners, LLC
Ritholtz Wealth Management
West Wealth Group, LLC
WESPAC Advisors SoCal, LLC
Rsm Us Wealth Management Llc
Innovative Asset Advisors Group, LLC
Blue Chip Partners, Inc.
Intrua Financial, LLC
NWF Advisory Services Inc.
VeraBank, N.A.
Latitude Advisors, LLC
Millennium Capital Advisors, LLC
Focus Financial Network, Inc.
Stenger Family Office, LLC
Walter & Keenan Financial Consulting Co /mi/ /adv
Koshinski Asset Management, Inc.
1620 Investment Advisors, Inc.
First Financial Bank - Trust Division
BTS Asset Management, Inc.
Ehrlich Financial Group
Sierra Ocean, Llc
Quattro Financial Advisors Llc
LeClair Wealth Partners LLC
Fiduciary Trust Co
Reyes Financial Architecture, Inc.
Sterling Investment Advisors, Ltd.
Vivaldi Capital Management, LLC
Signaturefd, Llc
Avestar Capital, LLC
Patrick M Sweeney & Associates, Inc
First National Advisers, LLC
Jpmorgan Chase & Co
Cardinal Strategic Wealth Guidance
Krilogy Financial LLC
Sigma Planning Corp
Apella Capital, LLC
Stirlingshire Investments, Inc.
Provenance Wealth Advisors, LLC
Ritter Daniher Financial Advisory LLC / DE
Matthew Goff Investment Advisor, LLC
Hutchens & Kramer Investment Management Group, LLC
Endowment Wealth Management, Inc.
Quantinno Capital Management LP
Greenwich Wealth Management LLC
Sanders Morris Harris Llc
Anfield Capital Management, LLC
Cetera Investment Advisers
Private Capital Advisors, Inc.
Coldstream Capital Management Inc
Pnc Financial Services Group, Inc.
Atlas Private Wealth Advisors
American Capital Advisory, LLC
Capital Advisors Inc/ok
Fagan Associates, Inc.
Bouvel Investment Partners, LLC
BOK Financial Private Wealth, Inc.
CIBC Bancorp USA Inc.
Signature Resources Capital Management, LLC
Advisory Services Network, LLC
Independent Advisor Alliance
Equity Wealth Partners, LLC
Brookstone Capital Management
Ameritas Advisory Services, LLC
Pinnacle Family Advisors, LLC
Tranquility Partners, LLC
Means Investment Co., Inc.
Gallacher Capital Management LLC
Northeast Financial Group, Inc.
Atlas Brown,Inc.
Redwood Family Wealth LLC
Mountain Hill Investment Partners Corp.
DB&C Advisors, LLC
Jaffetilchin Investment Partners, LLC
Vienna Asset Management LLC
Oakmont Advisory Group, LLC
Opal Wealth Advisors, LLC
Integral Investment Advisors, Inc.
Mainsail Asset Management, Llc
Prosperitas Financial LLC
Traynor Capital Management, Inc.
Southland Equity Partners LLC
Simplicity Wealth,LLC
SageGuard Financial Group, LLC
Winebrenner Capital Management Llc
Aspen Wealth Strategies, LLC
National Philanthropic Trust
Legacy Wealth Management, LLC / MS
XML Financial, LLC
Tradition Wealth Management, LLC
Oak Harbor Wealth Partners, Llc
Diversified Portfolios, Inc.
Jefferies Financial Group Inc.
Monetary Solutions, Ltd
Mcdonald Partners Llc
Interchange Capital Partners, LLC
Blue Water Asset Management
Ulland Investment Advisors, LLC
Round Rock Advisors, LLC
Wiley Bros.-aintree Capital, Llc
Heritage Wealth Advisors
Piscataqua Savings Bank
Code Waechter LLC
Key FInancial Inc
Foster Victor Wealth Advisors, LLC
TFR Capital, LLC.
WealthPlan Investment Management, LLC
Lexington Hill Partners, LLC
MBA Advisors LLC
Lake Street Financial Llc
Convergence Financial, LLC
Cedarwood Wealth LLC
Leigh Baldwin & Co., Llc
Fiduciary Family Office, Llc
GGM Financials LLC
Indivisible Partners
Oppenheimer & Co Inc
Selective Wealth Management, Inc.
Tritonpoint Wealth, Llc
Aspect Partners, LLC
Great Valley Advisor Group, Inc.
Courier Capital Llc
NewEdge Wealth, LLC
Canton Hathaway, LLC
Montag A & Associates Inc
Accurate Wealth Management, LLC
Leo Wealth, LLC
Hilltop Holdings Inc.
Founders Financial Securities Llc
Inspire Advisors, LLC
Investors Research Corp
JM2 Capital Inc.
Norris Financial Group, LLC
WFA of San Diego, LLC
Tortoise Investment Management, LLC
Tepp RIA, LLC
Mainstream Capital Management LLC
Scott Capital Advisors, LLC
Fortress Wealth Group, LLC
Melia Wealth LLC
LongView Wealth Management
Pasadena Private Wealth, LLC
BOS Asset Management, LLC
Prospera Financial Services Inc
Edgemoor Investment Advisors, Inc.
MBL Wealth, LLC
Resolute Wealth Strategies, LLC
Meriwether Wealth & Planning, LLC
Kraematon Investment Advisors, Inc
Stillwater Wealth Management Group
UMA Financial Services, Inc.
Capital Investment Advisory Services, LLC
Arrowroot Family Office, LLC
Tactive Advisors, LLC
Segall Bryant & Hamill, Llc
Crux Wealth Advisors
Eaton Financial Holdings Company, LLC
Mission Financial Group, LLC
Hudock, Inc.
Envestnet Asset Management Inc
Curran Financial Partners, LLC
Citigroup Inc
Cornerstone Wealth Group, LLC
Fiduciary Alliance LLC
WESPAC Advisors, LLC
Financial Futures Ltd Liability Co.
MOR Wealth Management, LLC
Cora Capital Advisors Llc
Avantax Planning Partners, Inc.
Archford Capital Strategies, LLC
Transce3nd, LLC
Foresight Capital Management Advisors, Inc.
Matisse Capital
Commonwealth Equity Services, Llc
Peck Wealth Management, LLC
Burling Wealth Partners, Llc
Pin Oak Investment Advisors Inc
Rockingstone Advisors LLC
NavPoint Financial, Inc.
ELCO Management Co., LLC
Guilbault Capital LLC
Wealthspan Partners, Llc
PlanVest Financial, Inc
Capital Planning LLC
Register Financial Advisors LLC
Warren Averett Asset Management, LLC
Community Bank, N.A.
Meridian Wealth Management, LLC
Sterling Manor Financial, LLC
Littlejohn Financial Services, Inc.
Sunpointe, LLC
New York Life Investment Management Llc
Cornerstone Wealth Management, LLC
Main Line Retirement Advisors, LLC
Integrity Advisory Solutions, LLC
Dynamic Wealth Strategies, LLC
Independence Asset Advisors, LLC
Triton Wealth Management, PLLC
Regatta Capital Group, Llc
John A. Wolfe & Associates, Inc.
Hilton Head Capital Partners, LLC
Empire Financial Management Company, LLC
Chung Wu Investment Group, LLC
49 Wealth Management, Llc
United Bank
KERR FINANCIAL PLANNING Corp
Spartan Wealth Advisory Services LLC
Aqr Capital Management Llc
Arete Wealth Advisors, LLC
Synergy Financial Group, LTD
Lakeridge Wealth Management LLC
Novem Group
Laraway Financial Inc
Castle Rock Wealth Management, LLC
Sheets Smith Wealth Management
Keating Financial Advisory Services, Inc.
Sofos Investments, Inc.
Cary Street Partners Financial Llc
Ronald Blue Trust, Inc.
First Heartland Consultants, Inc.
White Wing Wealth Management
Optima Capital Llc
Steinberganna Wealth Management
Smith Thornton Advisors LLC
Capasso Planning Partners LLC
Evercore Wealth Management, LLC
Patten & Patten Inc/tn
Bfsg, Llc
Strategic Advisors LLC
Thoroughbred Financial Services, Llc
Newbridge Financial Services Group, Inc.
Resonant Capital Advisors, LLC
Argent Trust Co
Regal Investment Advisors LLC
Seeds Investor Llc
Retirement Planning Group, Llc / Ny
Stratos Wealth Advisors, LLC
EP Wealth Advisors, Inc.
UBS Group AG
Alteri Wealth LLC
Independent Financial Group, Llc
Princeton Global Asset Management LLC
Fidelis Wealth Advisors LLC
Talon Private Wealth, LLC
Birchwood Financial Partners, Inc.
Verus Capital Partners, Llc
Stratos Wealth Partners, LTD.
Merit Financial Group, LLC
CPA Asset Management LLC
Fortune Financial Group, Inc.
Oarsman Capital, Inc.
3Chopt Investment Partners, LLC
Founders Financial Alliance, LLC
Savvy Advisors, Inc.
Signal Advisors Wealth, LLC
Verity Asset Management, Inc.
Caldwell Securities, Inc
Purus Wealth Management, LLC
Captrust Financial Advisors
We Are One Seven, LLC
Grantvest Financial Group LLC
Natixis Advisors, L.p.
Summit Financial Wealth Advisors, LLC
Pacific Park Financial, Inc.
Exencial Wealth Advisors, Llc
Cascade Financial Partners, LLC
Kavar Capital Partners Group, Llc
Hazlett, Burt & Watson, Inc.
Signature Wealth Management Partners, LLC
Sunrise Financial Services, LLC
Capital Investment Counsel, Inc
Joseph P. Lucia & Associates, LLC
RiverFront Investment Group, LLC
Atlantic Private Wealth, LLC
Dana Investment Advisors, Inc.
JSF Financial, LLC
American National Bank
Calton & Associates, Inc.
Golden State Equity Partners
Advisor Resource Council
Financial Management Network Inc
Foguth Wealth Management, LLC.
Connecticut Wealth Management, LLC
White Knight Strategic Wealth Advisors, LLC
Galvin, Gaustad & Stein, LLC
Magnus Financial Group LLC
Private Advisor Group, LLC
Gables Capital Management Inc.
Atlas Wealth Partners, LLC
Fifth Third Bancorp
Advocate Investing Services LLC
Invst, LLC
Kohmann Bosshard Financial Services, LLC
Capstone Wealth Management Group LLC
Regions Financial Corp
ERn Financial, LLC
Betterment LLC
Kmg Fiduciary Partners, Llc
Game Plan Financial Advisors, LLC
Portus Wealth Advisors, LLC
Wick Capital Partners, LLC
Ameritas Investment Partners, Inc.
Resolute Capital, Llc
Base Wealth Management LLC
Hollencrest Capital Management
Tempus Wealth Planning, LLC
ADG Wealth Management Group, LLC
Brasada Capital Management, Lp
Highline Wealth Partners Llc
Decker Retirement Planning Inc.
Aft, Forsyth & Company, Inc.
CX Institutional
Mpwm Advisory Solutions, Llc
Fortem Financial Group, Llc
Fairway Wealth LLC
Brady Martz Wealth Solutions, LLC
Harbour Investments, Inc.
Aureum Wealth Management, LLC
Wealthcare Advisory Partners LLC
Pegasus Asset Management, Inc.
Wealth Alliance
Ameriflex Group, Inc.
Foundations Investment Advisors, LLC
RWM Asset Management, LLC
Medallion Wealth Advisors, LLC
Chapman Financial Group, Llc
Financial Alternatives, Inc
PCM Encore, LLC
Carlton Hofferkamp & Jenks Wealth Management, LLC
New England Private Wealth Advisors LLC
CoreCap Advisors, LLC
Rational Advisors Llc
Salem Investment Counselors Inc
Westside Investment Management, Inc.
Hixon Zuercher, LLC
Ring Mountain Capital, LLC
Adviser Investments LLC
SHP Wealth Management
Steel Peak Wealth Management LLC
Wesbanco Bank Inc
Global Retirement Partners, LLC
Embree Financial Group
WealthTrust Axiom LLC
Gotham Asset Management, LLC
Sunbelt Securities, Inc.
Walled Lake Planning & Wealth Management, Llc
Godfrey Financial Associates, Inc.
Manchester Capital Management LLC
Core Wealth Partners LLC
Park Square Financial Group, LLC
Plotkin Financial Advisors, LLC
Morris Retirement Advisors, LLC
J2 Capital Management Inc
Appleton Partners Inc/ma
Valmark Advisers, Inc.
Edgestream Partners, L.P.
XY Planning Network, Inc.
Sagespring Wealth Partners, Llc
Allred Capital Management, LLC
LGT Financial Advisors LLC
Keystone Wealth Services, LLC
Sowell Financial Services LLC
Dunhill Financial, LLC
ORG Wealth Partners, LLC
Nalls Sherbakoff Group, Llc
True Link Financial Advisors, LLC
Continuum Advisory, LLC
Somerset Trust Co
Croban
Advance Capital Management, Inc.
Farmers & Merchants Investments Inc
Quadcap Wealth Management, LLC
Baron Silver Stevens Financial Advisors, Llc
Winch Advisory Services, LLC
Vision Financial Markets Llc
5T Wealth, LLC
Beaumont Financial Advisors, LLC
Rossby Financial, LCC
Maridea Wealth Management LLC
LVZ Advisors, Inc.
KC Investment Advisors, LLC
Citadel Advisors Llc
Chapin Davis, Inc.
Consilium Wealth Advisory, LLC
Atlantic Trust, LLC
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Eclectic Associates Inc /adv
Harbor Asset Planning, Inc.
4wealth Advisors, Inc.
Dynasty Wealth Management, Llc
Mattern Wealth Management LLC
Clearwave Capital, LLC
Cornerstone Advisory, LLC
SMART Wealth LLC
Shum Financial Group, Inc.
Bright Futures Wealth Management, LLC.
Commerce Bank
Bravias Capital Group, LLC
Pvg Asset Management Corp
Requisite Capital Management, LLC
Western Wealth Management, LLC
SevenBridge Financial Group, LLC
Moors & Cabot, Inc.
Fairway Financial, LLC
Birchbrook, Inc.
Arkadios Wealth Advisors
Alexander Labrunerie & Co., Inc.
Glen Eagle Advisors, LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
Private Wealth Asset Management, LLC
TigerOak Management, L.L.C.
Summit Wealth & Retirement Planning, Inc.
Sage Mountain Advisors LLC
Prosperity Wealth Management, Inc.
CoreFirst Bank & Trust
BKD Wealth Advisors, LLC
Bluedoor Private Wealth, Llc
Red Mountain Financial, LLC
Hubbell Strickland Wealth Management, LLC
Janney Montgomery Scott LLC
Signature Equity Partners, LLC
Gwn Securities Inc.
Resources Investment Advisors, LLC.
Saxony Capital Management, LLC
Independence Bank of Kentucky
Legacy Wealth Managment, LLC/ID
Pensionmark Financial Group, Llc
AssuredPartners Investment Advisors, LLC
Thomasville National Bank
Motiv8 Investments LLC
Focused Wealth Management, Inc
Fermata Advisors, LLC
Cary Street Partner Investment Advisory Llc
Wincap Financial Llc
MidFirst Bank
Choate Investment Advisors
Nautilus Advisors LLC
Finivi Inc.
Archer Investment Corp
Bell Bank
Mendel Capital Management LLC
Richards, Merrill & Peterson, Inc.
Avion Wealth
Acorn Financial Advisory Services Inc /adv
OpenArc Corporate Advisory, LLC
Fullerton Advisors, LLC
Stablepoint Partners, LLC
Global Financial Private Client, LLC
Blue Rock Wealth Management LLC
Lodestar Private Asset Management Llc
Worth Asset Management, LLC
Everest Financial Group LLC
Maia Wealth LLC
Putney Financial Group LLC
Investor's Fiduciary Advisor Network, LLC
Franklin Resources Inc
Procyon Private Wealth Partners, LLC
Wealthcare Capital Partners, LLC
Roble, Belko & Company, Inc
Sonata Capital Group Inc
Signature Estate & Investment Advisors Llc
Stelac Advisory Services LLC
Vise Technologies, Inc.
Auour Investments LLC
Oak Barrel Wealth Advisory LLC
TCG Advisory Services, LLC
EFG International AG
Canvas Wealth Advisors, LLC
Delta Investment Management, LLC
Apollon Wealth Management, LLC
Root Financial Partners, LLC
BNB Wealth Management, LLC
Clark Wealth Partners
Abound Wealth Management
Mosley Wealth Management
Ausdal Financial Partners, Inc.
IAM Advisory, LLC
Cozad Asset Management Inc
Virtue Capital Management, LLC
Bellevue Asset Management, Llc
Cooper Capital Advisors LLC
Collaborative Wealth Managment Inc.
Rice Partnership, LLC
True North Advisors, LLC
Financial Guidance Group, Inc.
Advisory Advocates, LLC
Capital Advisors, Ltd. LLC
Highland Capital Management, Llc
Cpwa, Llc
Madison Wealth Partners, Inc
Hengehold Capital Management Llc
Sanctuary Advisors, LLC
Compass Ion Advisors, LLC
Armis Advisers, LLC
RPg Family Wealth Advisory, LLC
SNS Financial Group, LLC
Johnson Investment Counsel Inc
International Assets Investment Management, Llc
AlTi Global, Inc.
Security National Bank Of So Dak
J Hagan Capital, Inc.
Halbert Hargrove Global Advisors, Llc
Mercer Global Advisors Inc /adv
Jupiter Wealth Management LLC
Umb Bank N A/mo
Mascagni Wealth Management, Inc.
Dover Advisors, Llc
Modus Advisors, LLC
Herold Advisors, Inc.
GHP Investment Advisors, Inc.
Trajan Wealth LLC
Fisher Asset Management, LLC
Perigon Wealth Management, LLC
Tucker Asset Management Llc
BEAM Asset Management, LLC
First Command Advisory Services, Inc.
PFG Investments, LLC
Gerber Kawasaki Wealth & Investment Management
Transcend Wealth Collective, Llc
Integras Partners LLC
Centerpoint Advisors, LLC
BLB&B Advisors, LLC
City State Bank
Nilsine Partners, LLC
Cypress Capital Group
Bessemer Group Inc
VisionPoint Advisory Group, LLC
SRS Capital Advisors, Inc.
Entelevest, LLC
Kennedy Investment Group
Vigil Wealth Management, LLC
Simplex Trading, Llc
Channel Wealth Llc
Coastal Investment Advisors, Inc.
Imprint Wealth LLC
Morse Asset Management, Inc
Comerica Bank
Nationwide Fund Advisors
Pacific Center for Financial Services
Guardian Wealth Advisors, Llc / Nc
Global Trust Asset Management, LLC
First Horizon Corp
Keybank National Association/oh
Helium Advisors LLC
Cedar Mountain Advisors, LLC
Millstone Evans Group, LLC
Mayflower Financial Advisors, LLC
Legacy Edge Advisors, LLC
American Financial Advisors, LLC
Etesian Wealth Advisors, Inc.
Kaizen Financial Strategies
Cornell Pochily Investment Advisors, Inc.
Perennial Investment Advisors, LLC
Zions Bancorporation, National Association /ut/
Horizon Investments, LLC
Turn8 Private Wealth Inc.
Cape Investment Advisory, Inc.
North Star Investment Management Corp.
Scarborough Advisors, LLC
Cetera Trust Company, N.A
Financially in Tune, LLC
Quest 10 Wealth Builders, Inc.
JT Stratford LLC
Private Wealth Partners, LLC
Wealthfront Advisers Llc
Wealthcare Capital Management Llc
National Asset Management, Inc.
Cherry Tree Wealth Management, LLC
Richmond Investment Services, LLC
Prosperity Financial Group, Inc.
Nwam Llc
Stonebridge Financial Group, LLC
Orgel Wealth Management, LLC
United Advisor Group, LLC
Frontier Asset Management, LLC
Financial Management Professionals, Inc.
SLT Holdings LLC
StrongBox Wealth, LLC
Z3 Capital Partners, LLC
Trask Adam Roland
Wells Fargo & Company/mn
Kfg Wealth Management, Llc
Gill Capital Partners, Llc
Spirepoint Private Client, Llc
AlphaCore Capital LLC
Marion Wealth Management
Renaissance Technologies Llc
Campbell Deegan Wealth Management, LLC
Sound Income Strategies, LLC
Pure Financial Advisors, Inc.
Roman Butler Fullerton & Co
Wellington Shields & Co., LLC
Solidarilty Wealth, LLC
Holos Integrated Wealth LLC
Pacifica Partners Inc.
Aspen Investment Management Inc
Sepio Capital, LP
Lifestyle Asset Management, Inc.
Sachetta, LLC
Measured Wealth Private Client Group, LLC
Balboa Wealth Partners
Strong Retirement Solutions LLC
Legacy Private Trust Co.
Atlantic Union Bankshares Corp
Great Lakes Retirement, Inc.
Rolek Wealth Management LLC
55 North Private Wealth, LLC
Tableaux Llc
Beck Bode, LLC
Morgan Stanley
Autumn Glory Partners, LLC
Friday Financial
Dynamic Advisor Solutions LLC
SBI Securities Co., Ltd.
Key Client Fiduciary Advisors, LLC
Asset Allocation Strategies LLC
Paradigm, Strategies in Wealth Management, LLC
Zrc Wealth Management, Llc
Robertson Stephens Wealth Management, LLC
Penney Financial, LLC
MJT & Associates Financial Advisory Group, Inc.
Facet Wealth, Inc.
Cascades Capital Asset Management, LLC
Safe Harbor Fiduciary, LLC
Strategic Family Wealth Counselors, L.L.C.
Citizens Financial Group Inc/ri
Royal Fund Management, LLC
Cascade Wealth Advisors, Inc
Ashton Thomas Private Wealth, LLC
Semus Wealth Partners LLC
Centaurus Financial, Inc.
Skyline Advisors, Inc.
Rialto Wealth Management, LLC
Front Row Advisors LLC
IVC Wealth Advisors LLC
Coordinated Financial Services, Inc.
Diversify Wealth Management, Llc
Floyd Financial Group Llc
Rockport Wealth LLC
Td Private Client Wealth Llc
Greykasell Wealth Strategies, Inc.
Americana Partners, LLC
Wealth Watch Advisors, INC
Platform Technology Partners
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Ruggiero Investments, Inc.
Spire Wealth Management
BG Investment Services, Inc.
Larson Financial Group LLC
Cibc World Markets Corp
Intrepid Financial Planning Group LLC
Pathstone Holdings, LLC
Brown Miller Wealth Management, LLC
Evolution Wealth Advisors, LLC
L2 Asset Management, LLC
Liberty Wealth Management Llc
Westbourne Investment Advisors, Inc.
Moneta Group Investment Advisors Llc
TCFG Investment Advisors, LLC
SFE Investment Counsel
M Holdings Securities, Inc.
SOA Wealth Advisors, LLC.
Forum Financial Management, LP
Royal Bank Of Canada
Personal Cfo Solutions, Llc
Salomon & Ludwin, LLC
Northern Trust Corp
Seelaus Asset Management LLC
TPG Advisors LLC
Marshall Financial Group LLC
Ashton Thomas Securities, Llc
Anchor Capital Management Group Inc
Scotia Capital Inc.
Rooted Wealth Advisors, Inc.
Fragasso Group Inc.
Sentinel Advisory Group, LLC
Guardian Financial Partners, LLC
DAVENPORT & Co LLC
NFP Retirement, Inc.
Rahlfs Capital, Llc
CWA Asset Management Group, LLC
Hunter Associates Investment Management Llc
Geneos Wealth Management Inc.
O'ROURKE & COMPANY, Inc
Websterrogers Financial Advisors, Llc
Cresset Asset Management, LLC
Next Level Private LLC
TritonPoint Partners, LLC
Principal Securities, Inc.
Clear Creek Financial Management, LLC
Cornerstone Enterprises, Llc
Nottingham Advisors, Inc.
Coquina Private Wealth LLC
Acorn Wealth Advisors, LLC
West Bancorporation Inc
Resources Management Corp /ct/ /adv
Nvwm, Llc
Solutions 4 Wealth, Ltd
Rehmann Capital Advisory Group
Teucrium Investment Advisors, LLC
Security National Bank Of Sioux City Iowa /ia/
Osborne Partners Capital Management, Llc
Centurion Wealth Management LLC
Chatterton & Associates Inc.
First National Bank Of Omaha
Whipplewood Advisors, LLC
Hancock Whitney Corp
IAG Wealth Partners, LLC
Wellington Shields Capital Management, LLC
Selby Wealth Management, LLC
Sequoia Financial Advisors, LLC
SOUTH STATE Corp
Redmond Asset Management, LLC
Grandview Asset Management LLC
Ascension Capital Advisors, Inc.
Argyle Capital Partners, LLC
Savant Capital, LLC
Russell Investments Group, Ltd.
Power Wealth Management Llc
Steward Partners Investment Advisory, Llc
Planning Directions Inc
Parallel Advisors, LLC
Crewe Advisors LLC
Bellwether Advisors, LLC
Bokf, Na
Kestra Investment Management, LLC
Frederick Financial Consultants, LLC
Natural Investments, Llc
Mlp3, Llc
Wedbush Securities Inc
Whittier Trust Co Of Nevada Inc
Note Advisors, LLC
Hohimer Wealth Management, Llc
Motco
Running Point Capital Advisors, LLC
ORG Partners LLC
Secure Asset Management, LLC
Pw Advisors, Llc \ Fl
Financial Perspectives, Inc
Bleakley Financial Group, LLC
Greenwood Capital Associates Llc
Benjamin Edwards Inc
Elevation Wealth Management LLC
WealthSpring Partners, LLC
Curtis Advisory Group, LLC
Ignite Planners, LLC
Pallas Capital Advisors LLC
AE Wealth Management LLC
BRYN MAWR TRUST Co
Ellis Investment Partners, LLC
Concurrent Investment Advisors, LLC
FRG Family Wealth Advisors LLC
Noble Wealth Management PBC
Beacon Financial Advisory LLC
OMNI 360 Wealth, Inc.
Bouchey Financial Group Ltd
Park Avenue Securities Llc
Nbt Bank N A /ny
Sequent Planning LLC
Slagle Financial, LLC
Forteris Wealth Management Inc.
Journey Strategic Wealth Llc
Ancora Advisors, LLC
Sincerus Advisory, LLC
Colonial Trust Advisors
FineMark National Bank & Trust
San Luis Wealth Advisors LLC
Aurdan Capital Management, LLC
Falcon Wealth Planning
Tyche Wealth Partners LLC
Crossmark Global Holdings, Inc.
Fiduciary Financial Group, Llc
SageView Advisory Group, LLC
Private Trust Co Na
Unique Wealth, Llc
Schwarz Dygos Wheeler Investment Advisors Llc
Lodestone Wealth Management LLC
Colony Group, LLC
Elmwood Wealth Management, Inc.
Fiduciary Group LLC
Able Wealth Management LLC
BlackRock, Inc.
WNY Asset Management, LLC
Trustmark National Bank Trust Department
Sovereign Financial Group, Inc.
Baker Avenue Asset Management, LP
Cerity Partners LLC
Bogart Wealth, LLC
Financial Partners Group, Inc
Skopos Labs, Inc.
Global Assets Advisory, LLC
Financial Network Wealth Advisors LLC
RMB Capital Management, LLC
Chicago Partners Investment Group LLC
DeDora Capital, Inc.
Integrity Wealth Partners, LLC
Encompass More Asset Management
Prime Capital Investment Advisors, LLC
Wealth Dimensions Group, Ltd.
Fountainhead AM, LLC
Retirement Guys Formula Llc
Lineweaver Wealth Advisors, LLC
Vavra Capital Management, LLC
Darden Wealth Group Inc
Perryman Financial Advisory Inc /ad
Brown Advisory Inc
Benchmark Financial Wealth Advisors, LLC
Garrett Investment Advisors LLC
Glass Jacobson Investment Advisors llc
Farmers & Merchants Trust Co of Chambersburg PA
Comprehensive Money Management Services LLC
Lee Johnson Capital Management, Llc
Moisand Fitzgerald Tamayo, LLC
Harvest Investment Services, LLC
Penbrook Management LLC
HB Wealth Management, LLC
Wsfs Capital Management, Llc
QTR Family Wealth, LLC
Weinberger Asset Management, Inc
Signet Financial Management, Llc
Equitable Holdings, Inc.
17 Capital Partners, Llc
Valley National Advisers Inc
Allworth Financial LP
Weil Company, Inc.
Annex Advisory Services, LLC
Beacon Financial Planning, Inc
Summit Financial, LLC
O'shaughnessy Asset Management, Llc
Bauman Advisory Group, LLC
Truist Financial Corp
Pinnacle Wealth Planning Services, Inc.
Bernardo Wealth Planning LLC
Johnson Financial Group, Inc.
AlphaStar Capital Management, LLC
Fortis Capital Advisors, LLC
Kovack Advisors, Inc.
Kestra Private Wealth Services, Llc
Westwood Holdings Group Inc
Coastal Bridge Advisors, LLC
Bank of New Hampshire
Institute for Wealth Management, LLC.
Stephens Inc /ar/
TopTier Wealth Management, LLC
Independent Investors Inc
Odyssey Capital Advisors, Inc.
CVA Family Office, LLC
Navis Wealth Advisors, LLC
Capital Analysts, Inc.
Sun Financial Inc
AG Campbell Advisory, LLC
GAMMA Investing LLC
Crumly & Associates Inc.
Trinity Legacy Partners, LLC
STAR Financial Bank
SimpliFi, Inc.
Sandbox Financial Partners, LLC
Retirement Planning Group
Jane Street Group, Llc
Mirae Asset Global Investments Co., Ltd.
Eagle Bluffs Wealth Management LLC
Red Door Wealth Management, LLC
TAGStone Capital, Inc.
LRI Investments, LLC
Integrated Wealth Concepts LLC
HBW Advisory Services LLC
High Net Worth Advisory Group LLC
Boreal Capital Management LLC
Ergawealth Advisors, Inc.
Cannon Wealth Management Services, LLC
Snider Financial Group
Evolution Wealth Management Inc.
Golden State Wealth Management, 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