DVY / iShares Trust - iShares Select Dividend ETF - Net Long/Short Value

iShares Trust - iShares Select Dividend ETF
US ˙ NasdaqGM ˙ US4642871689

DVY / iShares Trust - iShares Select Dividend ETF - Net Long/Short Value
Halaman ini menyediakan nilai bersih long/short untuk setiap kepemilikan institusional yang dilaporkan melalui pengajuan 13F atau NPORT. Untuk menghitung nilai bersih long/short, kami menambahkan nilai ekuitas ke nilai opsi beli (call option) dan mengurangi nilai opsi jual (put option). Dana yang melaporkan posisi short-borrowed akan melaporkan nilai ekuitas sebagai negatif. Posisi long bersih akan memiliki angka positif di kolom long/short bersih, dan posisi short bersih akan memiliki nilai negatif di kolom tersebut.
Pemilik Nilai Ekuitas
($1000)
Nilai Panggilan
($1000)
Masukkan Nilai
($1000)
Posisi Long/Short Bersih
($1000)
Bfsg, Llc
Clifford Swan Investment Counsel Llc
Apella Capital, LLC
Retirement Planning Group
Simplicity Wealth,LLC
Signet Financial Management, Llc
Texas Yale Capital Corp.
Smith Thornton Advisors LLC
KFA Private Wealth Group, LLC
Gables Capital Management Inc.
IAG Wealth Partners, LLC
Trustmark National Bank Trust Department
Brown Advisory Inc
Federation des caisses Desjardins du Quebec
SOA Wealth Advisors, LLC.
One Wealth Advisors, LLC
Morgan Dempsey Capital Management Llc
Heritage Wealth Advisors
Landaas & Co /wi /adv
First Citizens Financial Corp
Alley Investment Management Company, LLC
Salem Investment Counselors Inc
Cheviot Value Management, LLC
Larson Financial Group LLC
Heritage Financial Services, LLC
RFG Advisory, LLC
BLB&B Advisors, LLC
Operose Advisors LLC
Victrix Investment Advisors
Wiley Bros.-aintree Capital, Llc
Dearborn Partners Llc
ORG Wealth Partners, LLC
High Falls Advisors, Inc
Ameriflex Group, Inc.
Affiance Financial, LLC
McKinley Carter Wealth Services, Inc.
Manuka Financial, LLC
Headlands Technologies LLC
Versant Capital Management, Inc
Kapstone Financial Advisors LLC
Fox Hill Wealth Management
Commerce Bank
Dudley Capital Management, Llc
Cedar Wealth Management, LLC
Hazlett, Burt & Watson, Inc.
Caliber Wealth Management, LLC / KS
Augustine Asset Management Inc
Rogco, Lp
CIBC Asset Management Inc
Lcnb Corp
Invenio Wealth Partners Llc
Winnow Wealth Llc
Miller Howard Investments Inc /ny
First Fiduciary Investment Counsel, Inc.
Capula Management Ltd
Cfm Wealth Partners Llc
Envestnet Asset Management Inc
TCP Asset Management, LLC
BlackRock, Inc.
Wealth Enhancement Advisory Services, Llc
Grandview Asset Management LLC
Next Level Private LLC
IHT Wealth Management, LLC
Johnson Investment Counsel Inc
Appleton Partners Inc/ma
Interchange Capital Partners, LLC
Investment Partners, Ltd.
Jackson Hole Capital Partners, LLC
Miracle Mile Advisors, LLC
First Merchants Corp
Steward Partners Investment Advisory, Llc
Berkshire Money Management, Inc.
Pure Financial Advisors, Inc.
First American Trust, Fsb
Fifth Third Bancorp
Tempus Wealth Planning, LLC
Haverford Trust Co
Advisors Asset Management, Inc.
Prospera Financial Services Inc
Financial Network Wealth Advisors LLC
Prosperity Consulting Group, LLC
Duncan Williams Asset Management, LLC
Apollon Wealth Management, LLC
Colonial Trust Advisors
Grandfield & Dodd, Llc
Bangor Savings Bank
Two Sigma Securities, Llc
Paradigm Financial Partners, Llc
FSA Investment Group, LLC
BridgePort Financial Solutions, LLC
Portland Global Advisors LLC
Burke & Herbert Bank & Trust Co
Traphagen Investment Advisors Llc
Bouvel Investment Partners, LLC
Donald L. Hagan, LLC
PFG Investments, LLC
Confluence Wealth Services, Inc.
Capital Market Strategies LLC
StoneX Group Inc.
Kerntke Otto McGlone Wealth Management Group
Johnson Financial Group, Inc.
Bnp Paribas Arbitrage, Sa
Trace Wealth Advisors, LLC
Morgan Stanley
Cullen/frost Bankers, Inc.
Cozad Asset Management Inc
Harbor Investment Advisory, Llc
Old National Bancorp /in/
Charter Capital Management, LLC\DE
Hughes Financial Services, LLC
Rice Partnership, LLC
Venturi Wealth Management, LLC
Keeley-Teton Advisors, LLC
Keybank National Association/oh
Ausdal Financial Partners, Inc.
Fidelity D & D Bancorp Inc
Ferguson Wellman Capital Management, Inc
Pinnacle Associates Ltd
Parker Investment Management, LLC
Spirepoint Private Client, Llc
Thomasville National Bank
Whittier Trust Co Of Nevada Inc
Thurston, Springer, Miller, Herd & Titak, Inc.
Barrett & Company, Inc.
NewEdge Wealth, LLC
Wolff Financial Management Llc
Glenmede Investment Management, LP
Carson Advisory Inc.
Hills Bank & Trust Co
S&t Bank/pa
Bessemer Group Inc
Salomon & Ludwin, LLC
Financial Perspectives, Inc
Accordant Advisory Group Inc
Sumitomo Mitsui Financial Group, Inc.
HHM Wealth Advisors, LLC
Harbor Asset Planning, Inc.
Highview Capital Management LLC/DE/
Paladin Advisory Group, LLC
Pin Oak Investment Advisors Inc
Integrated Advisors Network LLC
Silverlake Wealth Management Llc
Wealth Advisory Solutions, LLC
Union Savings Bank
Zhang Financial LLC
Wealth Dimensions Group, Ltd.
Catalyst Financial Partners Llc
EverSource Wealth Advisors, LLC
Gladstone Institutional Advisory LLC
Simplex Trading, Llc
Purkiss Capital Advisors LLC
Inlight Wealth Management, LLC
Marshall & Sterling Wealth Advisors Inc.
Coldstream Capital Management Inc
FOCUS Wealth Advisors, LLC
AMG National Trust Bank
Denver Wealth Management, Inc.
Bank Of Hawaii
Regal Investment Advisors LLC
Helium Advisors LLC
Moody Lynn & Lieberson, Llc
Hemington Wealth Management
Qrg Capital Management, Inc.
Qube Research & Technologies Ltd
Jackson, Grant Investment Advisers, Inc.
Glenview Trust Co
Sar Wealth Management Group, Llc
Focus Financial Network, Inc.
Soltis Investment Advisors LLC
Weinberger Asset Management, Inc
Cerity Partners LLC
Nikulski Financial, Inc.
Wbh Advisory Inc
Guerra Pan Advisors, Llc
Good Life Advisors, LLC
Tudor Financial Inc.
Sigma Investment Counselors Inc
Wealthbridge Capital Management, Llc
Foundations Investment Advisors, LLC
Trust Point Inc.
FC Advisory LLC
MTM Investment Management, LLC
Stillwater Capital Advisors, LLC
Orleans Capital Management Corp/la
Beacon Financial Advisory LLC
McCarthy Grittinger Financial Group, LLC
Sterling Financial Group, Inc.
Skopos Labs, Inc.
Mount Yale Investment Advisors, LLC
Cambridge Investment Research Advisors, Inc.
Mitchell Mcleod Pugh & Williams Inc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
SkyOak Wealth, LLC
Captrust Financial Advisors
Fort Point Capital Partners LLC
Fairman Group, LLC
Options Solutions, Llc
Smith Shellnut Wilson Llc /adv
Eldridge Investment Advisors, Inc.
O'shaughnessy Asset Management, Llc
Avion Wealth
Spire Wealth Management
Private Capital Advisors, Inc.
Cobblestone Capital Advisors Llc /ny/
Townsend Asset Management Corp /nc/ /adv
Certified Advisory Corp
Financial Engines Advisors L.L.C.
GFS Advisors, LLC
STAR Financial Bank
Great Lakes Advisors, Llc
Pallas Capital Advisors LLC
Wealthspire Advisors, LLC
Warwick Investment Management, Inc.
Private Capital Management Llc
Keebeck Wealth Management, LLC
HCR Wealth Advisors
CAPTX - Capitol Series Trust - Canterbury Portfolio Thermostat Fund Institutional Shares
Central Pacific Bank - Trust Division
Code Waechter LLC
Oppenheimer & Co Inc
Piscataqua Savings Bank
BancorpSouth Bank
Addison Advisors LLC
Staley Capital Advisers Inc
Indiana Trust & Investment Management CO
Creative Financial Designs Inc /adv
Waypoint Wealth Partners Inc.
Cresset Asset Management, LLC
Kwmg, Llc
EP Wealth Advisors, Inc.
Equitable Holdings, Inc.
Lee Financial Co
Wells Fargo & Company/mn
Procyon Private Wealth Partners, LLC
Gotham Asset Management, LLC
Mairs & Power Inc
Mosaic Family Wealth Partners, Llc
Vanguard Group Inc
Thoroughbred Financial Services, Llc
Thrive Capital Management, LLC
TABR Capital Management, LLC
Carl P. Sherr & Co., LLC
Clientfirst Wealth Management, LLC
Rockefeller Capital Management L.P.
AJ Advisors, LLC
Pensionmark Financial Group, Llc
Selective Wealth Management, Inc.
Hurlow Wealth Management Group, Inc.
Sterling Wealth Management, Inc.
Mowery & Schoenfeld Wealth Management, LLC
Chicago Partners Investment Group LLC
Woodmont Investment Counsel Llc
Schroder Investment Management Group
Armstrong Advisory Group, Inc
MGB Wealth Management, LLC
Patriot Investment Management Inc.
American Financial & Tax Strategies Inc
YANKCOM Partnership
Sandy Spring Bank
American Trust
Level Four Advisory Services, Llc
St Germain D J Co Inc
Camden National Bank
Gitterman Wealth Management, LLC
Investors Asset Management Of Georgia Inc /ga/ /adv
North Forty Two & Co.
Annex Advisory Services, LLC
Mirae Asset Global Investments Co., Ltd.
SILVER OAK SECURITIES, Inc
Northstar Advisory Group, LLC
Argent Advisors, Inc.
Sage Capital Management, LLC
Hickory Point Bank & Trust
Tompkins Financial Corp
Modera Wealth Management, LLC
Fifth Third Wealth Advisors LLC
Country Trust Bank
Van Hulzen Asset Management, LLC
Buckingham Strategic Partners
Nicolet Bankshares Inc
Y-Intercept (Hong Kong) Ltd
Journey Strategic Wealth Llc
Monetary Management Group Inc
Elk River Wealth Management, LLC
Hixon Zuercher, LLC
Exencial Wealth Advisors, Llc
M. Kulyk & Associates, LLC
Rsm Us Wealth Management Llc
Capital Investment Advisors, LLC
Allworth Financial LP
Bellevue Asset Management, Llc
Strait & Sound Wealth Management LLC
Allen Investment Management LLC
SPC Financial, Inc.
Ritholtz Wealth Management
Pacific Capital Wealth Advisors, Inc
Prelude Capital Management, Llc
Parkside Financial Bank & Trust
Pettyjohn, Wood & White, Inc
Grand Wealth Management, Llc
Horizons Wealth Management
Change Path, LLC
Asset Management Group, Inc.
City Holding Co
River Wealth Advisors LLC
OneAscent Family Office, LLC
Russell Investments Group, Ltd.
Canandaigua National Bank & Trust Co
Angeles Wealth Management, Llc
Magnus Financial Group LLC
Argyle Capital Partners, LLC
Exchange Traded Concepts, Llc
Atlantic Trust, LLC
Ronald Blue Trust, Inc.
Creative Capital Management Investments LLC
Palisade Asset Management, LLC
Precedent Wealth Partners, Llc
Emerald Investment Partners, Llc
Mesirow Financial Investment Management, Inc.
Ironwood Investment Counsel, LLC
Seacrest Wealth Management, Llc
Waldron Private Wealth LLC
Pathstone Holdings, LLC
Charles Schwab Investment Management Inc
Crewe Advisors LLC
Pacific Point Advisors, LLC
Oxford Financial Group Ltd
Venture Visionary Partners LLC
Founders Financial Securities Llc
Nvwm, Llc
Signaturefd, Llc
Cary Street Partners Financial Llc
Sabal Trust CO
Ascent Group, LLC
Continuum Advisory, LLC
Fort Washington Investment Advisors Inc /oh/
Roble, Belko & Company, Inc
Alliancebernstein L.p.
Lakeridge Wealth Management LLC
CFO4Life Group, LLC
Pettinga Financial Advisors, LLC
Rossby Financial, LCC
CVA Family Office, LLC
Transamerica Financial Advisors, Inc.
Pathway Financial Advisers, LLC
Semus Wealth Partners LLC
Rodgers Brothers Inc.
Warren Averett Asset Management, LLC
Insight Advisors, LLC/ PA
Marquette Asset Management, LLC
Twele Capital Management, Inc.
Rockwood Wealth Management, LLC
Banco de Sabadell, S.A
Oak Harbor Wealth Partners, Llc
Rocky Mountain Advisers, Llc
Westside Investment Management, Inc.
Colonial Trust Co / SC
CGC Financial Services, LLC
Aqr Capital Management Llc
Viewpoint Capital Management LLC
Lgl Partners, Llc
ICONIQ Capital, LLC
Clark Capital Management Group, Inc.
Northern Lights Fund Trust - Ocean Park Domestic ETF
Atlas Capital Advisors Llc
Ledyard National Bank
Delta Asset Management Llc/tn
Archer Investment Corp
Consultiva Wealth Management, Corp.
Platform Technology Partners
W Advisors, Llc
AdvisorNet Financial, Inc
Hallmark Capital Management Inc
Tyche Wealth Partners LLC
Murphy & Mullick Capital Management Corp
BankPlus Trust Department
Hunter Associates Investment Management Llc
Us Bancorp \de\
Providence First Trust Co
Coastal Investment Advisors, Inc.
Cornerstone Advisors Asset Management, Inc
Fisher Asset Management, LLC
Toth Financial Advisory Corp
Murphy, Middleton, Hinkle & Parker, Inc.
SBI Securities Co., Ltd.
Nations Financial Group Inc, /ia/ /adv
Park Place Capital Corp
Aberdeen Wealth Management LLC
Sterling Capital Management LLC
Costello Asset Management, INC
Fairvoy Private Wealth, LLC
TDSC - Exchange Listed Funds Trust - Cabana Target Drawdown 10 ETF
Pinnacle Bancorp, Inc.
Bull Street Advisors, LLC
Greenleaf Trust
waypoint wealth counsel
Register Financial Advisors LLC
Wolff Wiese Magana Llc
Capital Advisors Inc/ok
Claris Financial LLC
Accredited Investors Inc.
Mather Group, Llc.
Sentinel Trust Co Lba
WPG Advisers, LLC
DiMeo Schneider & Associates, L.L.C.
Lane & Associates LLC
First Horizon Advisors, Inc.
Gamco Investors, Inc. Et Al
Cape Investment Advisory, Inc.
Franklin Resources Inc
Janney Montgomery Scott LLC
MONECO Advisors, LLC
Fmr Llc
CI Private Wealth, LLC
Resonant Capital Advisors, LLC
City State Bank
Mystic Asset Management, Inc.
TCG Advisory Services, LLC
First Financial Corp /in/
Massmutual Trust Co Fsb/adv
Henrickson Nauta Wealth Advisors, Inc.
Putnam Fl Investment Management Co
Crescent Grove Advisors, LLC
Bbr Partners, Llc
Koesten, Hirschmann & Crabtree, INC.
Glass Jacobson Investment Advisors llc
Navis Wealth Advisors, LLC
Busey Wealth Management
Middleton & Co Inc/ma
Old Second National Bank Of Aurora
Gallagher Capital Advisors, LLC
Leo Wealth, LLC
Zrc Wealth Management, Llc
Independent Wealth Network Inc.
Cairn Investment Group, Inc.
Provenance Wealth Advisors, LLC
Stock Yards Bank & Trust Co
Adapt Wealth Advisors, Llc
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Commonwealth Financial Services, LLC
GPS Wealth Strategies Group, LLC
Fiduciary Trust Co
Peddock Capital Advisors, Llc
Tower Research Capital LLC (TRC)
Chancellor Financial Group WB LP
Cypress Capital Management LLC (WY)
Summit Investment Advisory Services, LLC
First Pacific Financial
Coston, McIsaac & Partners
ARS Wealth Advisors Group, LLC
Merit Financial Group, LLC
Marco Investment Management Llc
TPG Financial Advisors, LLC
Family Management Corp
Beaird Harris Wealth Management, LLC
Balanced Wealth Group Llc
Centaurus Financial, Inc.
Financial Gravity Companies, Inc.
SNS Financial Group, LLC
AF Advisors, Inc.
Main Street Financial Solutions, LLC
Brinker Capital Investments, LLC
Mv Capital Management, Inc.
Roman Butler Fullerton & Co
Hoxton Planning & Management, LLC
Mission Creek Capital Partners, Inc.
David J Yvars Group
IFG Advisors, LLC
CoreCap Advisors, LLC
Keudell/Morrison Wealth Management
Fagan Associates, Inc.
Gentry Private Wealth, Llc
Octavia Wealth Advisors, LLC
Farmers National Bank
Principal Securities, Inc.
Glen Eagle Advisors, LLC
Bokf, Na
Intrust Bank Na
Choate Investment Advisors
Legacy Trust
Sigma Planning Corp
Atlas Private Wealth Advisors
Peoples Bank/KS
Capital Investment Advisory Services, LLC
Summit Investment Advisors, Inc.
Money Concepts Capital Corp
Truist Financial Corp
Joseph P. Lucia & Associates, LLC
IFC Advisors LLC
Eastern Bank
North Star Investment Management Corp.
Moment Partners, LLC
Houlihan Financial Resource Group, Ltd.
Richards, Merrill & Peterson, Inc.
Traynor Capital Management, Inc.
Stiles Financial Services Inc
Hartland & Co., LLC
Montag A & Associates Inc
Mml Investors Services, Llc
Kaydan Wealth Management, Inc.
WASHINGTON TRUST Co
Birchcreek Wealth Management, LLC
Ellis Investment Partners, LLC
Proathlete Wealth Management Llc
Corundum Trust Company, INC
Global Trust Asset Management, LLC
Brookstone Capital Management
Benjamin Edwards Inc
Grimes & Company, Inc.
Wealthcare Capital Partners, LLC
Mezzasalma Advisors, LLC
Crowley Wealth Management, Inc.
Ancora Advisors, LLC
Berkshire Asset Management Llc/pa
Able Wealth Management LLC
Stonebridge Capital Advisors LLC
Semmax Financial Advisors Inc.
Gridiron Partners, LLC
Webster Bank, N. A.
Cornerstone Advisory, LLC
Mission Wealth Management, Lp
Huntington National Bank
City National Bank Of Florida /msd
KC Investment Advisors, LLC
Francis Financial, Inc.
Marcum Wealth, LLC
Topsail Wealth Management, LLC
Clear Harbor Asset Management, LLC
Welch & Forbes Llc
Carret Asset Management, Llc
American Financial Advisors, LLC
Envestnet Portfolio Solutions, Inc.
Chilton Capital Management Llc
Gts Securities Llc
Ignite Planners, LLC
Avantax Advisory Services, Inc.
Tudor Investment Corp Et Al
Shulman DeMeo Asset Management LLC
MSH Capital Advisors LLC
J.w. Cole Advisors, Inc.
Capital Advisory Group Advisory Services, LLC
Motco
Balentine LLC
First National Trust Co
Maia Wealth LLC
Atlantic Edge Private Wealth Management, LLC
Hanson & Doremus Investment Management
Ballast Advisors Llc
Kcm Investment Advisors Llc
Mine & Arao Wealth Creation & Management, LLC.
Baird Financial Group, Inc.
Weaver Consulting Group
Natixis Advisors, L.p.
BlueChip Wealth Advisors LLC
United Bank
Argent Trust Co
Plancorp, LLC
Creekmur Asset Management LLC
Legacy Private Trust Co.
Accelerate Investment Advisors LLC
C M Bidwell & Associates Ltd
Fifth Third Securities, Inc.
Garden State Investment Advisory Services LLC
CIBC World Markets Inc.
Round Rock Advisors, LLC
Northeast Investment Management
Gilman Hill Asset Management, LLC
Wellspring Financial Advisors, LLC
Fulton Bank, N.a.
D.a. Davidson & Co.
Wick Capital Partners, LLC
Logan Stone Capital, LLC
VAUGHAN & Co SECURITIES, INC.
Tortoise Investment Management, LLC
Joel Isaacson & Co., LLC
Moneta Group Investment Advisors Llc
Resources Investment Advisors, LLC.
Orion Capital Management LLC
Financial Advisory Service, Inc.
HBK Sorce Advisory LLC
International Assets Investment Management, Llc
Schnieders Capital Management Llc
Sonora Investment Management Group, LLC
HighTower Advisors, LLC
Altus Wealth Group LLC
Evoke Wealth, Llc
Hartford Financial Management Inc.
TrueWealth Advisors, LLC
Ameritas Advisory Services, LLC
Ring Mountain Capital, LLC
Edge Wealth Management LLC
Smith, Moore & Co.
TFB Advisors LLC
Sculati Wealth Management, LLC
Moisand Fitzgerald Tamayo, LLC
Colony Group, LLC
Gryphon Financial Partners LLC
DHJJ Financial Advisors, Ltd.
Legacy Bridge, LLC
Astoria Portfolio Advisors LLC.
Virtue Capital Management, LLC
Capital Investment Counsel, Inc
Ieq Capital, Llc
Unified Investment Management
American Institute for Advanced Investment Management, LLP
Wealthfront Advisers Llc
Western Wealth Management, LLC
Advantage Trust Co
Old North State Trust, LLC
Capital Group Private Client Services, Inc.
LRI Investments, LLC
Hm Payson & Co
Sepio Capital, LP
Phillips Financial Management, Llc
Bradley Foster & Sargent Inc/ct
Concord Wealth Partners
Firestone Capital Management
Regent Peak Wealth Advisors LLC
Mechanics Bank Trust Department
Avidian Wealth Solutions, LLC
Passive Capital Management, LLC.
Chemistry Wealth Management LLC
Clarus Group, Inc.
WealthTrust Axiom LLC
ARS Investment Partners, LLC
Morling Financial Advisors, LLC
Romano Brothers And Company
Team Financial Group, LLC
Juncture Wealth Strategies, Llc
Quest 10 Wealth Builders, Inc.
Lee Danner & Bass Inc
CAPROCK Group, Inc.
TCI Wealth Advisors, Inc.
American National Bank
Finley Financial, LLC
Occidental Asset Management, LLC
Mayport, Llc
GW&K Investment Management, LLC
Kingstone Capital Partners Texas, LLC
Ballast, Inc.
SCS Capital Management LLC
Nbc Securities, Inc.
Yeomans Consulting Group, Inc.
Nicolet Advisory Services, Llc
Strategies Wealth Advisors, LLC
Diversified Enterprises, LLC
Newbridge Financial Services Group, Inc.
Csenge Advisory Group
Hrt Financial Lp
Prime Capital Investment Advisors, LLC
Patriot Financial Group Insurance Agency, LLC
Investors Research Corp
Valeo Financial Advisors, LLC
Bartlett & Co. Wealth Management Llc
Parallel Advisors, LLC
M&t Bank Corp
Silicon Valley Capital Partners
Kohmann Bosshard Financial Services, LLC
Security National Bank Of So Dak
Ntv Asset Management Llc
Eagle Strategies LLC
WoodTrust Financial Corp
Gould Asset Management Llc /ca/
Jane Street Group, Llc
Dakota Wealth Management
Hoffman, Alan N Investment Management
GoalVest Advisory LLC
BIP Wealth, LLC
Adviser Investments LLC
Kfg Wealth Management, Llc
Cypress Capital Group
WFA of San Diego, LLC
MKT Advisors LLC
Savvy Advisors, Inc.
Jfs Wealth Advisors, Llc
Comerica Bank
Linscomb & Williams, Inc.
O'ROURKE & COMPANY, Inc
Arthur M. Cohen & Associates, Llc
Sageworth Trust Co
Summit Trail Advisors, Llc
Sowell Financial Services LLC
Aprio Wealth Management, LLC
TD Waterhouse Canada Inc.
GWM Advisors LLC
Gw Henssler & Associates Ltd
Associated Banc-corp
Flagship Wealth Advisors, Llc
Grove Bank & Trust
Great Valley Advisor Group, Inc.
Summit Wealth Partners, LLC
Citizens National Bank Trust Department
Sterling Financial Planning, Inc.
Evercore Wealth Management, LLC
Florin Court Capital LLP
Marietta Investment Partners Llc
Lodestar Private Asset Management Llc
Nemes Rush Group LLC
One Capital Management, LLC
Nilsine Partners, LLC
1 North Wealth Services Llc
Anchor Investment Management, LLC
Fidelis Capital Partners, LLC
First Heartland Consultants, Inc.
AE Wealth Management LLC
Carderock Capital Management Inc
Neumann Capital Management, LLC
Amussen Hunsaker Associates Llc
Sanibel Captiva Trust Company, Inc.
Arlington Trust Co LLC
Olistico Wealth, LLC
Alerus Financial Na
Brown, Lisle/cummings, Inc.
Howard Capital Management Inc.
Transce3nd, LLC
GPMIX - GPS Funds II - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares
Raymond James Financial Inc
Challenger Wealth Management
Gen-Wealth Partners Inc
Guidance Point Advisors, LLC
Neuberger Berman Group LLC
Integrity Alliance, Llc.
Midwest Trust Co
Cascade Financial Partners, LLC
Vista Wealth Management Group, LLC
Sterling Investment Advisors Llc /adv
Prosperity Financial Group, Inc.
Trust Co
Insight Wealth Strategies, LLC
Lauterbach Financial Advisors, LLC
Citadel Advisors Llc
Worth Financial Advisory Group, LLC
Pinnacle Financial Partners Inc
Gray Private Wealth, LLC
CMG Global Holdings, LLC
Lido Advisors, LLC
Baring Financial LLC
Northwest Financial Advisors
Litman Gregory Asset Management LLC
Allegheny Financial Group LTD
Smith Chas P & Associates Pa Cpas
Kovitz Investment Group Partners, LLC
Beacon Capital Management, LLC
Davis R M Inc
United Capital Financial Advisers, Llc
Hancock Whitney Corp
Vicus Capital
New England Asset Management Inc
Wealthcare Advisory Partners LLC
Rockbridge Investment Management, LCC
North Capital, Inc.
United Community Bank
Squarepoint Ops LLC
Dynamic Advisor Solutions LLC
First Manhattan Co
Wright Fund Managment, LLC
Arrowroot Family Office, LLC
Pasadena Private Wealth, LLC
Farmers & Merchants Trust Co of Long Beach
Atomi Financial Group, Inc.
Quantinno Capital Management LP
Peregrine Asset Advisers, Inc.
Birchbrook, Inc.
Montecito Bank & Trust
Rockland Trust Co
Moors & Cabot, Inc.
Arcus Capital Partners, LLC
Heartwood Wealth Advisors LLC
Perfromance Wealth Partners, LLC
Cullen Capital Management, LLC
EPG Wealth Management LLC
Azimuth Capital Investment Management LLC
Albion Financial Group /ut
Carbahal Olsen Financial Services Group, LLC
Dumont & Blake Investment Advisors Llc
Rehmann Capital Advisory Group
Sheets Smith Wealth Management
JGP Wealth Management, LLC
Kanawha Capital Management Llc
Connecticut Wealth Management, LLC
Morse Asset Management, Inc
Highline Wealth Partners Llc
Omega Financial Group, LLC
Cypress Wealth Services, LLC
United Asset Strategies, Inc.
Castle Wealth Management Llc
Congress Wealth Management LLC / DE /
Cardiff Park Advisors, Llc
Graves-Light Private Wealth Management, Inc.
M1 Capital Management LLC
Southland Equity Partners LLC
AlTi Global, Inc.
Prestige Wealth Management Group LLC
Fusion Family Wealth LLC
Brown Brothers Harriman & Co
U.S. Capital Wealth Advisors, LLC
Stephens Inc /ar/
TruWealth Advisors, LLC
Jpmorgan Chase & Co
Crossmark Global Holdings, Inc.
Weatherly Asset Management L. P.
CapWealth Advisors, LLC
Allie Family Office LLC
Umpqua Bank
Red Tortoise LLC
SOUTH STATE Corp
Ironwood Financial, llc
KPP Advisory Services LLC
Commonwealth Equity Services, Llc
Pittenger & Anderson Inc
Narwhal Capital Management
Schwarz Dygos Wheeler Investment Advisors Llc
Raab & Moskowitz Asset Management LLC
National Bank Of Canada /fi/
Mutual Advisors, LLC
Ameriprise Financial Inc
Belpointe Asset Management LLC
Park National Corp /oh/
Verus Financial Partners, Inc.
Sheaff Brock Investment Advisors, LLC
Almanack Investment Partners, LLC.
Forum Financial Management, LP
Infinity Wealth Counsel, LLC
PBMares Wealth Management LLC
Founders Financial Alliance, LLC
Private Wealth Asset Management, LLC
Goldman Sachs Group Inc
Atlas Legacy Advisors, LLC
Edgewood Management Llc
Sterling Investment Advisors, Ltd.
Integrated Wealth Concepts LLC
Mark Sheptoff Financial Planning, Llc
Valley National Advisers Inc
Koshinski Asset Management, Inc.
Beaumont Financial Advisors, LLC
Oxbow Advisors, LLC
Cassaday & Co Wealth Management LLC
Summit Financial, LLC
Davidson Trust Co
Wsfs Capital Management, Llc
Crestwood Advisors Group LLC
Coastal Bridge Advisors, LLC
Synovus Financial Corp
VSM Wealth Advisory, LLC
Hsbc Holdings Plc
Perigon Wealth Management, LLC
CRA Financial Services, LLC
Friedenthal Financial
Cove Private Wealth, LLC
Caerus Investment Advisors, LLC
Snowden Capital Advisors LLC
Cherry Tree Wealth Management, LLC
Winthrop Capital Management, LLC
Parvin Asset Management, LLC
180 Wealth Advisors, Llc
Hantz Financial Services, Inc.
Cliftonlarsonallen Wealth Advisors, Llc
HB Wealth Management, LLC
Kilter Group LLC
Mma Asset Management Llc
Gwn Securities Inc.
Advisor Group Holdings, Inc.
Freedom Financial Partners LLC
Strategic Family Wealth Counselors, L.L.C.
Signature Estate & Investment Advisors Llc
Journey Advisory Group, LLC
Atria Investments Llc
Klingman & Associates, LLC
Hopwood Financial Services, Inc.
Alpine Bank Wealth Management
Sax Wealth Advisors, Llc
Centricity Wealth Management, LLC
Squire Investment Management Company, LLC
JB Capital LLC
New England Private Wealth Advisors LLC
Whittier Trust Co
Orion Portfolio Solutions, LLC
Waters Parkerson & Co., Llc
Horizon Investments, LLC
Dodds Wealth, LLC
Continuum Wealth Advisors, Llc
Diversified Trust Co
Cambridge Advisors Inc.
Geneos Wealth Management Inc.
Mariner, LLC
Trust Co Of Virginia /va
Assetmark, Inc
Camden Capital, LLC
Ritter Daniher Financial Advisory LLC / DE
Syntegra Private Wealth Group, LLC
Fiduciary Alliance LLC
Bank Of Montreal /can/
Rothschild Investment Llc
Trust Co Of Toledo Na /oh/
NCM Capital Management, LLC
Advisors Capital Management, LLC
BTG Pactual Asset Management US LLC
Aspen Grove Capital, LLC
CENTRAL TRUST Co
IFP Advisors, Inc
PMG Wealth Management, Inc.
Fulton Breakefield Broenniman Llc
Hilltop Holdings Inc.
Verdence Capital Advisors LLC
Schechter Investment Advisors, LLC
1620 Investment Advisors, Inc.
Glenmede Trust Co Na
Dentgroup LLC
Cantor Fitzgerald Investment Adviser L.p.
Pinnacle Financial Group, LLC / IL
Bank of Jackson Hole Trust
Providence Capital Advisors, LLC
Pacific Center for Financial Services
Davis Capital Management
Elequin Capital Lp
New South Capital Management Inc
Cornerstone Wealth Group, LLC
Sensible Money, LLC
Wesbanco Bank Inc
Silvercrest Asset Management Group Llc
Rialto Wealth Management, LLC
My Personal CFO, LLC
HAP Trading, LLC
Avantax Planning Partners, Inc.
Citizens Financial Group Inc/ri
Howland Capital Management Llc
Planned Solutions, Inc.
Breakwater Investment Management
Belvedere Trading LLC
Bristlecone Advisors, LLC
Highland Capital Management, Llc
Beacon Pointe Advisors, LLC
Mengis Capital Management, Inc.
Tiaa Trust, National Association
Kestra Advisory Services, LLC
Carnegie Capital Asset Management, LLC
CBIZ Investment Advisory Services, LLC
Secure Asset Management, LLC
Capital Investment Counsel, LLC
Connable Office Inc
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
PKS Advisory Services, LLC
Lbmc Investment Advisors, Llc
Vermillion Wealth Management, Inc.
Gerber Kawasaki Wealth & Investment Management
Callan Family Office, LLC
Main Street Group, LTD
Bensler, LLC
High Net Worth Advisory Group LLC
Rik Saylor Financial, Inc.
BOK Financial Private Wealth, Inc.
Oakworth Capital, Inc.
Garde Capital, Inc.
Cwm, Llc
ADG Wealth Management Group, LLC
Renasant Bank
Actinver Wealth Management, Inc.
Sunbelt Securities, Inc.
FineMark National Bank & Trust
Darden Wealth Group Inc
Pps&v Asset Management Consultants, Inc.
Lowe Wealth Advisors, LLC
St. Clair Advisors, LLC
Farmers & Merchants Investments Inc
FSA Wealth Management LLC
Monterey Private Wealth, Inc.
Fairview Capital Investment Management, Llc
MAI Capital Management
Private Trust Co Na
First PREMIER Bank
MCF Advisors LLC
Pinnacle Family Advisors, LLC
Pnc Financial Services Group, Inc.
Pflug Koory, LLC
Calamos Wealth Management LLC
Daymark Wealth Partners, Llc
Bank of New York Mellon Corp
Howard Wealth Management, Llc
West Oak Capital, LLC
Adirondack Trust Co
Green Harvest Asset Management LLC
New Millennium Group LLC
Stifel Financial Corp
Financial Freedom, LLC
Regions Financial Corp
Titleist Asset Management, Llc
Morris Financial Concepts, Inc.
Tanglewood Legacy Advisors, LLC
NewSquare Capital LLC
Cornerstone Management, Inc.
Keystone Wealth Services, LLC
Granite FO LLC
Robertson Stephens Wealth Management, LLC
Latitude Advisors, LLC
Global Retirement Partners, LLC
Flow Traders U.s. Llc
Matrix Private Capital Group Llc
XML Financial, LLC
Asset Allocation & Management Company, LLC
Susquehanna International Group, Llp
Centerpoint Advisors, LLC
Visionary Wealth Advisors
Stelac Advisory Services LLC
Capital Analysts, Inc.
Dunhill Financial, LLC
Flaharty Asset Management, LLC
Wedbush Securities Inc
Riverview Trust Co
Nbt Bank N A /ny
Wealth Management Associates, Inc.
Transcend Wealth Collective, Llc
Integris Wealth Management, LLC
Calton & Associates, Inc.
Greenfield Savings Bank
Trilogy Capital Inc.
Morton Capital Management LLC/CA
Lvm Capital Management Ltd/mi
Cranbrook Wealth Management, LLC
Iron Financial, LLC
Chevy Chase Trust Holdings, Inc.
Retirement Planning Co of New England, Inc.
Saxon Interests, Inc.
Northern Trust Corp
Quadcap Wealth Management, LLC
RMB Capital Management, LLC
Samalin Investment Counsel, LLC
Bank Of America Corp /de/
Total Investment Management Inc
Dorsey & Whitney Trust CO LLC
Thrivent Financial For Lutherans
Capital Asset Advisory Services LLC
Cornell Pochily Investment Advisors, Inc.
Northstar Group, Inc.
Madrona Financial Services, LLC
First Western Trust Bank
Taylor Financial Group, Inc.
Financial Advocates Investment Management
Park Square Financial Group, LLC
Obermeyer Wood Investment Counsel, Lllp
LMG Wealth Partners, LLC
Embree Financial Group
Summit Financial Strategies, Inc.
We Are One Seven, LLC
Arkadios Wealth Advisors
TD Capital Management LLC
Klingenstein Fields & Co Lp
Stratos Wealth Partners, LTD.
Essex Savings Bank
Citigroup Inc
Wambolt & Associates, LLC
Redmont Wealth Advisors Llc
Vantage Investment Partners, LLC
GAMMA Investing LLC
CoreFirst Bank & Trust
Northwestern Mutual Wealth Management Co
Vertex Planning Partners, LLC
Boston Private Wealth Llc
DAVENPORT & Co LLC
Benedict Financial Advisors Inc
Df Dent & Co Inc
Blodgett Wealth Advisors, Llc
Dale Q Rice Investment Management Ltd
Kingswood Wealth Advisors, Llc
Allspring Global Investments Holdings, LLC
Powell Investment Advisors, LLC
James Investment Research Inc
Evanson Asset Management, LLC
JMG Financial Group, Ltd.
LongView Wealth Management
Lindbrook Capital, Llc
Country Club Bank /gfn
Compass Ion Advisors, LLC
Center for Financial Planning, Inc.
Northwest Bancshares, Inc.
Umb Bank N A/mo
Guardian Wealth Advisors, Llc / Nc
Hollencrest Capital Management
Amarillo National Bank
Grassi Investment Management
Maryland Capital Advisors Inc.
ProVise Management Group, LLC
Philadelphia Trust Co
Richwood Investment Advisors, LLC
SlateStone Wealth, LLC
First Citizens Bank & Trust Co
Breakwater Capital Group
National Asset Management, Inc.
McIlrath & Eck, LLC
Savant Capital, LLC
Old Mission Capital Llc
Millstone Evans Group, LLC
Chapin Davis, Inc.
Uhlmann Price Securities, Llc
Plante Moran Financial Advisors, LLC
Armor Investment Advisors, LLC
Aspire Capital Advisors LLC
Insight Inv LLC
Dupree Financial Group, LLC
Compass Planning Associates Inc
Oak Hill Wealth Advisors, Llc
Triangle Securities Wealth Management
Aptus Capital Advisors, LLC
HWG Holdings LP
Crews Bank & Trust
Leavell Investment Management, Inc.
VestGen Advisors, LLC
Axxcess Wealth Management, Llc
J. W. Coons Advisors, LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Westend Capital Management LLC
Courage Miller Partners, LLC
Freestone Capital Holdings, LLC
West Branch Capital LLC
Caldwell Securities, Inc
Peoples Financial Services Corp.
Kingsview Wealth Management, LLC
Bank of New Hampshire
Greenwood Capital Associates Llc
Sequoia Financial Advisors, LLC
Seneca Financial Advisors LLC
Security National Bank Of Sioux City Iowa /ia/
TFC Financial Management
Osborne Partners Capital Management, Llc
Sound Income Strategies, LLC
GHP Investment Advisors, Inc.
Rise Advisors, LLC
Pines Wealth Management, LLC
Richardson Financial Services Inc.
Evermay Wealth Management Llc
N.E.W. Advisory Services LLC
ORG Partners LLC
White Lighthouse Investment Management Inc.
Fiduciary Group LLC
Hoese & Co LLP
Gateway Wealth Partners, LLC
Pacific Sun Financial Corp
Yukon Wealth Management, Inc.
Total Clarity Wealth Management, Inc.
DT Investment Partners, LLC
Bellwether Advisors, LLC
Allred Capital Management, LLC
Concurrent Investment Advisors, LLC
CNB Bank
Optivise Advisory Services LLC
Vivaldi Capital Management, LLC
ABLE Financial Group, LLC
Sound View Wealth Advisors Group, LLC
Flagship Harbor Advisors, Llc
Norden Group Llc
Simmons Bank
Weaver Capital Management LLC
Ashton Thomas Private Wealth, LLC
Smith Anglin Financial, LLC
Glassman Wealth Services
LOM Asset Management Ltd
Sonata Capital Group Inc
Biltmore Family Office, LLC
First National Bank & Trust Co Of Newtown
Cornerstone Wealth Management, LLC
Mpwm Advisory Solutions, Llc
Warner Financial, Inc
Anb Bank
Kestra Private Wealth Services, Llc
Asset Dedication, LLC
Cetera Investment Advisers
Dixon Fnancial Services, Inc.
Jones Financial Companies Lllp
Eagle Bay Advisors LLC
CX Institutional
Creative Planning
Valmark Advisers, Inc.
Hubbell Strickland Wealth Management, LLC
Perennial Investment Advisors, LLC
Scotia Capital Inc.
Franklin Street Advisors Inc /nc
Strategic Wealth Partners, Ltd.
Wedmont Private Capital
Rakuten Securities, Inc.
Sofos Investments, Inc.
Laurel Wealth Advisors LLC
Melfa Wealth Management, Llc
Trust Co Of Vermont
Optimum Investment Advisors
Fortis Group Advisors, LLC
Fonville Wealth Management LLC
Winthrop Advisory Group LLC
Fortitude Family Office, LLC
Meridian Wealth Management, LLC
Islay Capital Management, Llc
NorthRock Partners, LLC
Flywheel Private Wealth LLC
GM Advisory Group, Inc.
Vision Capital Management, Inc.
AlphaCore Capital LLC
Inman Jager Wealth Management, LLC
Institute for Wealth Management, LLC.
Td Private Client Wealth Llc
Tradition Wealth Management, LLC
Private Advisor Group, LLC
Independence Bank of Kentucky
Parsons Capital Management Inc/ri
Howe & Rusling Inc
Access Financial Services, Inc.
Arbor Investment Advisors, LLC
Robbins Farley Llc
Asset Advisors Investment Management, LLC
Missouri Trust & Investment Co
Fogel Capital Management, Inc.
Watts Gwilliam & Co., LLC
First United Bank Trust/
Capital Advantage, Inc.
Vise Technologies, Inc.
Blair William & Co/il
Roxbury Financial LLC
Advanced Asset Management Advisors Inc
Mendel Capital Management LLC
AllSquare Wealth Management LLC
Meeder Advisory Services, Inc.
Principle Wealth Partners Llc
CIBC Private Wealth Group, LLC
Mascoma Wealth Management LLC
Sagespring Wealth Partners, Llc
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
Advisory Services Network, LLC
Keel Point, LLC
Smithfield Trust Co
Byrne Asset Management LLC
Quintet Private Bank (Europe) S.A.
Northside Capital Management, LLC
Royal Bank Of Canada
BluePointe Capital Management, LLC
Investment Advisory Group, LLC
Naples Global Advisors, Llc
IFG Advisory, LLC
Apollon Financial, LLC
Jamison Private Wealth Management, Inc.
Welch Group, LLC
Future Financial Wealth Managment LLC
Patten & Patten Inc/tn
Mayflower Financial Advisors, LLC
Cahaba Wealth Management, Inc.
Capital Advisors, Ltd. LLC
Atlantic Union Bankshares Corp
Charter Trust Co
Twin Tree Management, LP
Northstar Asset Management Llc
Tsfg, Llc
UBS Group AG
Jaffetilchin Investment Partners, LLC
EBI - RBB Fund Trust - Longview Advantage ETF
Regatta Capital Group, Llc
Gunma Bank,Ltd.
Mercer Global Advisors Inc /adv
Deutsche Bank Ag\
First Commonwealth Financial Corp /pa/
Annis Gardner Whiting Capital Advisors, LLC
Hicks Capital Management Llc
WFA Asset Management Corp
Diametric Capital, LP
Peapack Gladstone Financial Corp
South Plains Financial, Inc.
Financial Connections Group, Inc.
WealthPLAN Partners, LLC
Bremer Bank National Association
Jupiter Wealth Management LLC
Moss Adams Wealth Advisors LLC
Kayne Anderson Rudnick Investment Management Llc
High Note Wealth, LLC
North Star Asset Management Inc
Golden State Wealth Management, LLC
Farmers & Merchants Trust Co of Chambersburg PA
Key FInancial Inc
Simon Quick Advisors, Llc
NorthCrest Asset Manangement, LLC
Essex Financial Services, Inc.
Gainplan LLC
Trifecta Capital Advisors, LLC
Sage Capital Advisors,llc
Sig Brokerage, Lp
Nwam Llc
BRYN MAWR TRUST Co
Thrive Wealth Management, LLC
Wetherby Asset Management Inc
LexAurum Advisors, LLC
UMA Financial Services, Inc.
MainStreet Investment Advisors LLC
Harel Insurance Investments & Financial Services Ltd.
Farther Finance Advisors, LLC
Comprehensive Financial Planning, Inc./PA
Aspiriant, Llc
Provident Wealth Management, LLC
SRS Capital Advisors, Inc.
Signature Securities Group Corporation
Atria Wealth Solutions, Inc.
Northeast Financial Consultants Inc
Lowe Brockenbrough & Co Inc
Brighton Jones Llc
Fwl Investment Management, Llc
Westmount Partners, LLC
Chatham Capital Group, Inc.
Bedel Financial Consulting, Inc.
IMS Capital Management
Transform Wealth, LLC
Primoris Wealth Advisors, Llc
West Tower Group, LLC
IMA Wealth, Inc.
First American Bank
Harbour Investments, Inc.
LPL Financial LLC
Princeton Global Asset Management LLC
West Paces Advisors Inc.
Strategic Investment Solutions, Inc. /IL
Rathbone Brothers plc
Evolution Wealth Management Inc.
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
Wealth Quarterback LLC
Arq Wealth Advisors, Llc
Mill Creek Capital Advisors, LLC
Cypress Capital Advisors, LLC
Zions Bancorporation, National Association /ut/
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