IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF - Net Long/Short Value

iShares Trust - iShares Core S&P U.S. Growth ETF
US ˙ NasdaqGM ˙ US4642876712

IUSG / iShares Trust - iShares Core S&P U.S. Growth 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)
Barrett & Company, Inc.
Empirical Asset Management, LLC
Cosner Financial Group, LLC
Tortoise Investment Management, LLC
Philip James Wealth Mangement, LLC
Pineridge Advisors LLC
Johnson Investment Counsel Inc
Waldron Private Wealth LLC
Nikulski Financial, Inc.
Fairscale Capital, LLC
Aurdan Capital Management, LLC
Flagship Private Wealth, LLC
Natixis Advisors, L.p.
Family Management Corp
Clarius Group, LLC
Russell Investments Group, Ltd.
Copia Wealth Management
Perigon Wealth Management, LLC
Signaturefd, Llc
Simplicity Wealth,LLC
Kestra Private Wealth Services, Llc
Goldstone Financial Group, LLC
Envestnet Asset Management Inc
One Day In July LLC
Capital Advisors, Ltd. LLC
Royal Bank Of Canada
White Lighthouse Investment Management Inc.
Breakwater Investment Management
Hershey Financial Advisers, LLC
KFA Private Wealth Group, LLC
Continuum Advisory, LLC
Libra Wealth Llc
Captrust Financial Advisors
Roxbury Financial LLC
Mark Sheptoff Financial Planning, Llc
Knightsbridge Asset Management, Llc
Capital Investment Advisory Services, LLC
Horizon Investments, LLC
Madison Wealth Partners, Inc
Onyx Bridge Wealth Group LLC
Bank OZK
Headlands Technologies LLC
Becker Capital Management Inc
Stratos Wealth Advisors, LLC
Apollon Wealth Management, LLC
Atria Wealth Solutions, Inc.
Franklin Resources Inc
Ehrlich Financial Group
MAI Capital Management
Charter Trust Co
Richmond Investment Services, LLC
Mitchell Capital Management Co
Augustine Asset Management Inc
International Assets Investment Management, Llc
Fortress Financial Group, Llc
Smartleaf Asset Management LLC
BlackRock, Inc.
My Purposeful Wealth Corp.
Hoxton Planning & Management, LLC
CX Institutional
American Trust
Coordinated Financial Services, Inc./CO
Equitable Holdings, Inc.
Citizens Financial Group Inc/ri
Voisard Asset Management Group, Inc.
CWA Asset Management Group, LLC
Financial Advisory Service, Inc.
Cannon Wealth Management Services, LLC
Essex Savings Bank
Fiduciary Trust Co
Clark Capital Management Group, Inc.
Bright Futures Wealth Management, LLC.
Perennial Investment Advisors, LLC
City Holding Co
Annex Advisory Services, LLC
Janney Montgomery Scott LLC
Gallagher Fiduciary Advisors, LLC
Sand Hill Global Advisors, LLC
First Heartland Consultants, Inc.
MONECO Advisors, LLC
Blair William & Co/il
Cwm, Llc
Connecticut Wealth Management, LLC
GDS Wealth Management
Moisand Fitzgerald Tamayo, LLC
Leonard Rickey Investment Advisors P.L.L.C.
Global Strategic Investment Solutions, LLC
Western Wealth Management, LLC
Sachetta, LLC
Revolve Wealth Partners, LLC
Phoenix Wealth Advisors
Stonebrook Private Inc.
Front Row Advisors LLC
Presilium Private Wealth, Llc
Melone Private Wealth, LLC
Lee Danner & Bass Inc
Victory Financial Group, Llc
Fwl Investment Management, Llc
Wealth Management Partners, LLC
FF Advisors,LLC
OneAscent Financial Services LLC
Quantinno Capital Management LP
Ellevest, Inc.
ORG Partners LLC
JustInvest LLC
Family Legacy Financial Solutions, LLC
Alesco Advisors Llc
Collaborative Wealth Managment Inc.
Visionary Wealth Advisors
Assetmark, Inc
Summit Investment Advisory Services, LLC
Amplius Wealth Advisors, LLC
Collier Financial
Coastal Bridge Advisors, LLC
Principal Securities, Inc.
Delta Asset Management Llc/tn
Ameriflex Group, Inc.
Adapt Wealth Advisors, Llc
Valeo Financial Advisors, LLC
Game Plan Financial Advisors, LLC
DDFG, Inc
Avantax Planning Partners, Inc.
Frederick Financial Consultants, LLC
Patten & Patten Inc/tn
First City Capital Management, Inc.
Noble Wealth Management PBC
Avantax Advisory Services, Inc.
Colorado Capital Management, Inc.
Sowell Financial Services LLC
Wealthcare Advisory Partners LLC
Midwest Trust Co
Silvercrest Asset Management Group Llc
Centurion Wealth Management LLC
Huntington National Bank
Adviser Investments LLC
Canvas Wealth Advisors, LLC
Sage Mountain Advisors LLC
Awm Capital, Llc
Bokf, Na
PCA Investment Advisory Services Inc.
XML Financial, LLC
Providence Capital Advisors, LLC
Courier Capital Llc
Morris Financial Concepts, Inc.
Howe & Rusling Inc
Eastern Bank
Westwood Holdings Group Inc
Centerpoint Advisors, LLC
Optivise Advisory Services LLC
Commonwealth Equity Services, Llc
AE Wealth Management LLC
Worth Financial Advisory Group, LLC
Pnc Financial Services Group, Inc.
Truist Financial Corp
Advisory Services Network, LLC
Millstone Evans Group, LLC
EverSource Wealth Advisors, LLC
Cornell Pochily Investment Advisors, Inc.
Calton & Associates, Inc.
Dynamic Advisor Solutions LLC
Tritonpoint Wealth, Llc
Pennington Partners & Co., Llc
IFG Advisory, LLC
Axxcess Wealth Management, Llc
Elevation Capital Advisory, LLC
Winch Advisory Services, LLC
Oarsman Capital, Inc.
Csenge Advisory Group
Skopos Labs, Inc.
Octavia Wealth Advisors, LLC
Gotham Asset Management, LLC
LPL Financial LLC
Insigneo Advisory Services, Llc
Colonial Trust Advisors
Chapman Financial Group, Llc
Transce3nd, LLC
Bartlett & Co. Wealth Management Llc
RFG Advisory, LLC
Trilogy Capital Inc.
Brueske Advisory Services, LLC
Kovitz Investment Group Partners, LLC
Vanguard Group Inc
Harbor Investment Advisory, Llc
New Century Financial Group, LLC
Brio Consultants, LLC
Harbour Investments, Inc.
Mcdonald Partners Llc
Legacy Wealth Managment, LLC/ID
MidAtlantic Capital Management, Inc.
Sittner & Nelson, Llc
Unified Investment Management
Independence Financial Advisors, LLC
Sterling Capital Management LLC
NorthRock Partners, LLC
Hoey Investments, Inc
Wood Tarver Financial Group, LLC
HighMark Wealth Management LLC
Creative Financial Designs Inc /adv
First American Trust, Fsb
Texas Capital Bank Wealth Management Services Inc
Bank Of Montreal /can/
Community Financial Services Group, LLC
Sage Financial Management Group, Inc.
Morton Brown Family Wealth, LLC
Financial Council Asset Management Inc
Calamos Wealth Management LLC
Bristlecone Advisors, LLC
CI Private Wealth, LLC
SOL Capital Management CO
AlphaCore Capital LLC
Buckingham Strategic Partners
Abound Wealth Management
Private Wealth Asset Management, LLC
Greenleaf Trust
Iron Horse Wealth Management, LLC
Resources Investment Advisors, LLC.
Foundry Financial Group, Inc.
Spire Wealth Management
Win Advisors, Inc
Atlantic Union Bankshares Corp
Axis Wealth Partners, LLC
Whalerock Point Partners, Llc
Mill Creek Capital Advisors, LLC
Td Private Client Wealth Llc
Peachtree Investment Partners, LLC
Greenwood Gearhart Inc
Aqr Capital Management Llc
United Capital Financial Advisers, Llc
Arkadios Wealth Advisors
Activest Wealth Management
DAVENPORT & Co LLC
KWB Wealth
D.a. Davidson & Co.
Catalytic Wealth RIA, LLC
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB
Farmers & Merchants Investments Inc
Orion Portfolio Solutions, LLC
Schmidt P J Investment Management Inc
TFC Financial Management
Ironwood Wealth Management, Inc.
Cutler Investment Counsel Llc
CIBC Private Wealth Group, LLC
Signature Securities Group Corporation
Goldstein Advisors, LLC
United Advisor Group, LLC
TD Waterhouse Canada Inc.
FLP Wealth Management, LLC
Carlton Hofferkamp & Jenks Wealth Management, LLC
Kcm Investment Advisors Llc
St. Clair Advisors, LLC
Elevatus Welath Management
Antonelli Financial Advisors, LLC
Thrivent Financial For Lutherans
Empower Advisory Group, LLC
GAMMA Investing LLC
Signature Resources Capital Management, LLC
Advisors Capital Management, LLC
Kingswood Wealth Advisors, Llc
GPS Wealth Strategies Group, LLC
Rsm Us Wealth Management Llc
Sunbelt Securities, Inc.
Hartland & Co., LLC
Puff Wealth Management, Llc
Hantz Financial Services, Inc.
Hollencrest Capital Management
Simplex Trading, Llc
Strategies Wealth Advisors, LLC
Advisor Group Holdings, Inc.
MainStreet Investment Advisors LLC
Brown Advisory Inc
Spectrum Wealth Advisory Group, LLC
Cypress Capital Advisors, LLC
O'shaughnessy Asset Management, Llc
Bank of New Hampshire
Renaissance Technologies Llc
Financial Network Wealth Advisors LLC
Valmark Advisers, Inc.
Eagle Strategies LLC
Investor's Fiduciary Advisor Network, LLC
Mutual Advisors, LLC
Wiley Bros.-aintree Capital, Llc
Citigroup Inc
Financial Management Network Inc
M&t Bank Corp
High Falls Advisors, Inc
Foundations Investment Advisors, LLC
Meridian Wealth Management, LLC
Kingsview Wealth Management, LLC
One Charles Private Wealth Services, LLC
Kovack Advisors, Inc.
Norden Group Llc
Glassman Wealth Services
Boyd Wealth Management, LLC
Legacy Financial Advisors, Inc.
Centaurus Financial, Inc.
Alerus Financial Na
Marshall & Sterling Wealth Advisors Inc.
Talisman Wealth Advisors LLC
Red Tortoise LLC
Atlas Private Wealth Advisors
Prospera Financial Services Inc
BOS Asset Management, LLC
Sherman Asset Management, Inc.
Soltis Investment Advisors LLC
Paulson Wealth Management Inc.
PFG Investments, LLC
Valpey Financial Services, LLC
Christopher J. Hasenberg, Inc
Benjamin Edwards Inc
Arlington Trust Co LLC
Marble Harbor Investment Counsel, LLC
Graney & King, LLC
Lido Advisors, LLC
Millington Financial Advisors, LLC
CoreCap Advisors, LLC
Apollon Financial, LLC
SRS Capital Advisors, Inc.
Thoroughbred Financial Services, Llc
First Trust Advisors Lp
Legacy Private Trust Co.
Planning Directions Inc
Great Valley Advisor Group, Inc.
Farther Finance Advisors, LLC
Aspiriant, Llc
Founders Financial Alliance, LLC
Trust Co Of Vermont
Susquehanna International Group, Llp
Goldman Sachs Group Inc
Mariner, LLC
Retirement Income Solutions, Inc
Abound Financial, Llc
Commerce Bank
SCS Capital Management LLC
Element Pointe Advisors, Llc
Schwarz Dygos Wheeler Investment Advisors Llc
Armstrong Advisory Group, Inc
Bailard, Inc.
JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)
Indiana Trust & Investment Management CO
GenWealth Group, Inc.
Bnp Paribas Arbitrage, Sa
Parkside Financial Bank & Trust
Jamison Private Wealth Management, Inc.
LRI Investments, LLC
Watchman Group, Inc.
Colonial River Wealth Management, LLC
NewEdge Wealth, LLC
Private Trust Co Na
First Horizon Advisors, Inc.
Heritage Financial Services, LLC
Us Bancorp \de\
Kelman-Lazarov, Inc.
Valley National Advisers Inc
Park Avenue Securities Llc
Change Path, LLC
Newbridge Financial Services Group, Inc.
HHM Wealth Advisors, LLC
BKD Wealth Advisors, LLC
Verity & Verity, LLC
Global Wealth Strategies & Associates
Transatlantique Private Wealth Llc
Alliancebernstein L.p.
Parkworth Wealth Management, Inc.
Able Wealth Management LLC
Monument Capital Management
Magnus Financial Group LLC
Cahill Financial Advisors Inc
Seven Springs Wealth Group, LLC
NFP Retirement, Inc.
Heritage Wealth Management, Inc. /CA/
Birchcreek Wealth Management, LLC
Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio
Cornerstone Advisory, LLC
Sandy Spring Bank
GSG Advisors LLC
Potentia Wealth
Dorsey & Whitney Trust CO LLC
Beacon Harbor Wealth Advisors, Inc.
Wells Fargo & Company/mn
Magnolia Capital Advisors Llc
Archer Investment Corp
MidWestOne Financial Group, Inc.
Coordinated Financial Services, Inc.
Toth Financial Advisory Corp
Allen Capital Group, LLC
Raymond James Financial Inc
Concurrent Investment Advisors, LLC
Parallel Advisors, LLC
Kilter Group LLC
Cvfg Llc
Zrc Wealth Management, Llc
Capital Investment Advisors, LLC
Keybank National Association/oh
TCTC Holdings, LLC
AAFMAA Wealth Management & Trust LLC
Flaharty Asset Management, LLC
Johnson Financial Group, Inc.
Salem Investment Counselors Inc
Inscription Capital, LLC
Betterment LLC
Clean Yield Group
Bernardo Wealth Planning LLC
Holistic Planning, LLC
Marshall Wace, Llp
Mission Wealth Management, Lp
City State Bank
Capital Analysts, Inc.
OneAscent Family Office, LLC
Richard W. Paul & Associates, LLC
AllSquare Wealth Management LLC
ORG Wealth Partners, LLC
Headinvest, Llc
Maridea Wealth Management LLC
First National Bank of Hutchinson
InTrack Investment Management Inc
Beaumont Financial Advisors, LLC
Bulwark Capital Corp
Arcadia Investment Management Corp/mi
Peterson Wealth Advisors, LLC
Inspire Advisors, LLC
MTM Investment Management, LLC
VestGen Advisors, LLC
Keystone Financial Group
Mml Investors Services, Llc
SFG Wealth Management, LLC.
Diversified Enterprises, LLC
Jfs Wealth Advisors, Llc
Cannon Financial Strategists, Inc.
DT Investment Partners, LLC
M1 Capital Management LLC
Droms Strauss Advisors Inc /mo/ /adv
Asset Dedication, LLC
Colony Group, LLC
NorthStar Asset Management LLC /NJ/
Evoke Wealth, Llc
Provenance Wealth Advisors, LLC
Ameritas Advisory Services, LLC
Facet Wealth, Inc.
Mogy Joel R Investment Counsel Inc
Mascoma Wealth Management LLC
Motive Wealth Advisors
Summit Investment Advisors, Inc.
Aptus Capital Advisors, LLC
Summit Wealth Partners, LLC
Topel & Distasi Wealth Management, LLC
Convergence Financial, LLC
Sovereign Financial Group, Inc.
Linscomb & Williams, Inc.
Concord Wealth Partners
Fifth Third Bancorp
Investors Research Corp
Neuberger Berman Group LLC
Insight Wealth Strategies, LLC
Ulland Investment Advisors, LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Round Rock Advisors, LLC
Comerica Bank
Evolution Wealth Management Inc.
Ronald Blue Trust, Inc.
Redmond Asset Management, LLC
PMG Wealth Management, Inc.
Burns Matteson Capital Management, LLC
BOK Financial Private Wealth, Inc.
Nbt Bank N A /ny
Liberty One Investment Management, Llc
Beacon Pointe Advisors, LLC
Chevy Chase Trust Holdings, Inc.
J.w. Cole Advisors, Inc.
Ritholtz Wealth Management
Tradewinds, LLC.
Kestra Investment Management, LLC
Cresset Asset Management, LLC
Caldwell Securities, Inc
Qube Research & Technologies Ltd
Sequoia Financial Advisors, LLC
HB Wealth Management, LLC
Sigma Planning Corp
Opinicus Capital, Inc.
Charles Schwab Investment Management Inc
Legacy Investment Solutions, LLC
Cim, Llc
Sweeney & Michel, Llc
Chicago Partners Investment Group LLC
Cobblestone Capital Advisors Llc /ny/
Sapient Capital Llc
Ballast Advisors Llc
Creative Planning
Americana Partners, LLC
Monticello Wealth Management, Llc
Jackson Hole Capital Partners, LLC
Wealth Alliance
Matthew Goff Investment Advisor, LLC
Angeles Wealth Management, Llc
RFG - Bristol Wealth Advisors, LLC
Centricity Wealth Management, LLC
Armbruster Capital Management, Inc.
CENTRAL TRUST Co
Ancora Advisors, LLC
IHT Wealth Management, LLC
Hubbell Strickland Wealth Management, LLC
Strategic Wealth Designers
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Parsons Capital Management Inc/ri
TL Private Wealth
Kestra Advisory Services, LLC
Caliber Wealth Management, LLC / KS
JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)
Charles Schwab Trust Co
Cardinal Strategic Wealth Guidance
Alteri Wealth LLC
Benchmark Financial Wealth Advisors, LLC
Integrated Advisors Network LLC
Meridian Financial, LLC
Mount Yale Investment Advisors, LLC
FIL Ltd
Fiduciary Financial Group, Llc
Fingerlakes Wealth Management, Inc.
HighTower Advisors, LLC
Heritage Family Offices, LLP
Allianz Asset Management GmbH
Horst & Graben Wealth Management LLC
Bearing Point Capital, Llc
Rockefeller Capital Management L.P.
Finley Financial, LLC
Glenmede Investment Management, LP
Quent Capital, LLC
Everstar Asset Management, LLC
Garrett Wealth Advisory Group, LLC
Sterling Investment Counsel, LLC
IAG Wealth Partners, LLC
EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K
New Wave Wealth Advisors Llc
Financial Advocates Investment Management
Brown Brothers Harriman & Co
Stephens Consulting, LLC
Flow Traders U.s. Llc
Allworth Financial LP
Coastal Investment Advisors, Inc.
Fmr Llc
Nwam Llc
Signal Advisors Wealth, LLC
Falcon Wealth Planning
Matauro, Llc
Eldridge Investment Advisors, Inc.
Seneca Financial Advisors LLC
Key FInancial Inc
Tanglewood Legacy Advisors, LLC
TD Capital Management LLC
Doliver Advisors, Lp
Vident Advisory, LLC
Acropolis Investment Management, LLC
VAUGHAN & Co SECURITIES, INC.
Twin Peaks Wealth Advisors, LLC
EPG Wealth Management LLC
GWM Advisors LLC
Massmutual Trust Co Fsb/adv
Novem Group
Vista Private Wealth Partners. LLC
Mercer Global Advisors Inc /adv
Neumann Capital Management, LLC
Wesbanco Bank Inc
Prudent Man Investment Management, Inc.
GoalVest Advisory LLC
Glen Eagle Advisors, LLC
Fourth Dimension Wealth, LLC
AdvisorNet Financial, Inc
Hoese & Co LLP
Crews Bank & Trust
1 North Wealth Services Llc
Snowden Capital Advisors LLC
RPG Investment Advisory, LLC
Integrated Wealth Concepts LLC
Pacific Center for Financial Services
Central Pacific Bank - Trust Division
We Are One Seven, LLC
Moment Partners, LLC
Coldstream Capital Management Inc
Whittier Trust Co
Citadel Advisors Llc
Bank of New York Mellon Corp
Northern Trust Corp
Total Investment Management Inc
Cornerstone Planning Group LLC
Avidian Wealth Solutions, LLC
Ingalls & Snyder Llc
Valley Forge Investment Consultants Inc Adv
Brinker Capital Investments, LLC
Capital A Wealth Management, LLC
Ackerman Capital Advisors, LLC
Fifth Third Securities, Inc.
FC Advisory LLC
Ethos Financial Group, LLC
Summit Trail Advisors, Llc
Dunhill Financial, LLC
Ullmann Financial Group, Inc.
Vermillion Wealth Management, Inc.
Innovative Wealth Building LLC
Bogart Wealth, LLC
VSM Wealth Advisory, LLC
Fielder Capital Group LLC
Quest 10 Wealth Builders, Inc.
Jones Financial Companies Lllp
Altfest L J & Co Inc
Oppenheimer & Co Inc
Two Roads Shared Trust - Foundations Dynamic Growth ETF
Crux Wealth Advisors
New England Private Wealth Advisors LLC
Crescent Grove Advisors, LLC
Barnes Dennig Private Wealth Management LLC
Cambridge Investment Research Advisors, Inc.
St Germain D J Co Inc
Cerity Partners LLC
Albion Financial Group /ut
Hilltop Wealth Advisors, Llc
Guardian Wealth Advisors, Llc / Nc
Clearbridge Investments, LLC
Prime Capital Investment Advisors, LLC
Watts Gwilliam & Co., LLC
Grey Fox Wealth Advisors, LLC
National Bank Of Canada /fi/
Northwestern Mutual Wealth Management Co
Vista Wealth Management Group, LLC
Essex Financial Services, Inc.
Brighton Jones Llc
N.E.W. Advisory Services LLC
Family Firm, Inc.
Wetherby Asset Management Inc
Merkkuri Wealth Advisors LLC
Global Retirement Partners, LLC
Baird Financial Group, Inc.
BEAM Asset Management, LLC
Verus Capital Partners, Llc
TriaGen Wealth Management LLC
Emerald Investment Partners, Llc
Asset Management Group, Inc.
Rooted Wealth Advisors, Inc.
Madison Asset Management, LLC
Westmount Partners, LLC
Ameriprise Financial Inc
IFP Advisors, Inc
West Branch Capital LLC
Park Place Capital Corp
William Howard & Co Financial Advisors Inc
Oak Asset Management, LLC
Seascape Capital Management
SOUTH STATE Corp
Deutsche Bank Ag\
Legacy Solutions, Llc
Mitchell Mcleod Pugh & Williams Inc
Blankinship & Foster, LLC
Wescott Financial Advisory Group, LLC
Members Wealth Llc
Hudock, Inc.
Three Bridge Wealth Advisors, LLC
Kaizen Financial Strategies
Graypoint LLC
McIlrath & Eck, LLC
Garde Capital, Inc.
King Luther Capital Management Corp
Townsend Asset Management Corp /nc/ /adv
Stratos Wealth Partners, LTD.
Steel Peak Wealth Management LLC
Merit Financial Group, LLC
Whittier Trust Co Of Nevada Inc
Main Street Financial Solutions, LLC
Allspring Global Investments Holdings, LLC
Wealthspire Advisors, LLC
BCJ Capital Management, LLC
Sound Income Strategies, LLC
Colonial Trust Co / SC
Leavell Investment Management, Inc.
Proficio Capital Partners LLC
Petix & Botte Co
Jane Street Group, Llc
Meridian Wealth Advisors, LLC
Darden Wealth Group Inc
Two Sigma Investments, Lp
Twin Focus Capital Partners, Llc
Ieq Capital, Llc
Integrity Financial Corp /WA
Seacrest Wealth Management, Llc
Oak Ridge Investments Llc
Weil Company, Inc.
Summit Global Investments
Catalyst Private Wealth, Llc
Nbc Securities, Inc.
Joel Isaacson & Co., LLC
Waterloo Capital, L.P.
Atlantic Edge Private Wealth Management, LLC
UBS Group AG
Matrix Private Capital Group Llc
Wealth Enhancement Advisory Services, Llc
Modera Wealth Management, LLC
Legacy Financial Group LLC
Veracity Capital LLC
Richards, Merrill & Peterson, Inc.
Consilio Wealth Advisors, Llc
Patriot Financial Group Insurance Agency, LLC
Symphony Financial, Ltd. Co.
Synovus Financial Corp
Rehmann Capital Advisory Group
Helen Stephens Group, LLC
Perfromance Wealth Partners, LLC
Flagship Harbor Advisors, Llc
Anchor Investment Management, LLC
Congress Wealth Management LLC / DE /
Nemes Rush Group LLC
Bennett Selby Investments Lp
JMG Financial Group, Ltd.
Gladstone Institutional Advisory LLC
Steward Partners Investment Advisory, Llc
Founders Financial Securities Llc
Baron Silver Stevens Financial Advisors, Llc
Jackson, Grant Investment Advisers, Inc.
Northside Capital Management, LLC
Ashton Thomas Private Wealth, LLC
Nomura Asset Management Co Ltd
Leisure Capital Management
Addison Advisors LLC
FSC Wealth Advisors, LLC
Biondo Investment Advisors, LLC
FourThought Financial Partners, LLC
RMB Capital Management, LLC
Weaver Consulting Group
EP Wealth Advisors, Inc.
Bedel Financial Consulting, Inc.
Green Harvest Asset Management LLC
Mechanics Financial Corp
Stokes Family Office, LLC
Columbia Advisory Partners Llc
Richwood Investment Advisors, LLC
BRYN MAWR TRUST Co
Endowment Wealth Management, Inc.
Atria Investments Llc
Robinson Smith Wealth Advisors Llc
Exencial Wealth Advisors, Llc
Pathstone Holdings, LLC
EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K
Columbus Macro, LLC
Pinnacle Associates Ltd
Claro Advisors LLC
Zions Bancorporation, National Association /ut/
Logan Capital Management Inc
AlTi Global, Inc.
Cetera Investment Advisers
WealthCare Investment Partners, LLC
Midwest Capital Advisors, LLC
Van Hulzen Asset Management, LLC
Geneos Wealth Management Inc.
Stonebridge Financial Planning Group, LLC
Gwn Securities Inc.
Oxford Financial Group Ltd
Warren Averett Asset Management, LLC
Moneta Group Investment Advisors Llc
Windward Private Wealth Management Inc.
Kayne Anderson Rudnick Investment Management Llc
Prosperity Consulting Group, LLC
Plante Moran Financial Advisors, LLC
Litman Gregory Asset Management LLC
Stifel Financial Corp
Wealth Quarterback LLC
Collective Family Office Llc
YHB Investment Advisors, Inc.
Financial Partners Group, Inc
Omega Financial Group, LLC
Wealthquest Corp
Aft, Forsyth & Company, Inc.
Keystone Financial Group, Inc.
ForthRight Wealth Management, LLC
Private Advisor Group, LLC
Tiaa Trust, National Association
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)
MKT Advisors LLC
Bleakley Financial Group, LLC
Investment Advisory Services Inc /tx /adv
Morgan Stanley
Jpmorgan Chase & Co
Savant Capital, LLC
Riverbridge Partners Llc
Greenline Partners, LLC
Rossby Financial, LCC
Financial Engines Advisors L.L.C.
Nations Financial Group Inc, /ia/ /adv
Larson Financial Group LLC
Forte Asset Management Llc
Transcend Wealth Collective, Llc
Venture Visionary Partners LLC
Castle Rock Wealth Management, LLC
Godshalk Welsh Capital Management, Inc.
Bank Of America Corp /de/
Financial Perspectives, Inc
Vantage Financial Partners, LLC
Diversify Advisory Services, LLC
StoneX Group Inc.
Summit Financial, LLC
CAPROCK Group, Inc.
Golden State Wealth Management, LLC
TRUE Private Wealth Advisors
Crestwood Advisors Group LLC
DHJJ Financial Advisors, Ltd.
ERTS Wealth Advisors, LLC
Private Wealth Partners, LLC
Twelve Points Wealth Management LLC
Murphy & Mullick Capital Management Corp
Thurston, Springer, Miller, Herd & Titak, Inc.
Tsfg, Llc
Pallas Capital Advisors LLC
Laurel Wealth Advisors LLC
Premier Path Wealth Partners, LLC
ABLE Financial Group, LLC
SageView Advisory Group, LLC
Foster Dykema Cabot & Partners, Llc
Other Listings
CL:IUSG
PE:IUSG
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