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

iShares Trust - iShares Core S&P U.S. Value ETF
US ˙ NasdaqGM ˙ US4642876639

IUSV / iShares Trust - iShares Core S&P U.S. Value 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)
Lindbrook Capital, Llc
McGlone Suttner Wealth Management, Inc.
SFG Wealth Management, LLC.
Oxford Financial Group Ltd
Tanglewood Legacy Advisors, LLC
American Trust
Commerce Bank
Jones Financial Companies Lllp
Alliance Wealth Advisors, LLC
McMahon Financial Advisors, LLC
Global Wealth Strategies & Associates
HHM Wealth Advisors, LLC
WJ Wealth Management, LLC
Citigroup Inc
IFP Advisors, Inc
Ellis Investment Partners, LLC
NewEdge Wealth, LLC
Mutual Advisors, LLC
Heritage Wealth Management, Inc./Texas
Twin Peaks Wealth Advisors, LLC
CX Institutional
Evanson Asset Management, LLC
Equity Investment Corp
Falcon Wealth Planning
Modera Wealth Management, LLC
Moneta Group Investment Advisors Llc
WMG Financial Advisors, LLC
Vestmark Advisory Solutions, Inc.
Cyndeo Wealth Partners, LLC
Axxcess Wealth Management, Llc
Janney Montgomery Scott LLC
CPA Asset Management LLC
Cerity Partners LLC
Eaton Financial Holdings Company, LLC
Total Investment Management Inc
Fortress Financial Group, Llc
Valley Forge Investment Consultants Inc Adv
Holistic Planning, LLC
Centaurus Financial, Inc.
GPS Wealth Strategies Group, LLC
Tortoise Investment Management, LLC
Carr Financial Group Corp
Sunbelt Securities, Inc.
Sigma Planning Corp
Oppenheimer & Co Inc
Evolution Wealth Management Inc.
Prasad Wealth Partners, LLC
Premier Path Wealth Partners, LLC
Orion Portfolio Solutions, LLC
Franklin Resources Inc
Glen Eagle Advisors, LLC
St Germain D J Co Inc
Waterloo Capital, L.P.
Colonial Trust Co / SC
Naples Global Advisors, Llc
Silver Lake Advisory, LLC
Fifth Third Securities, Inc.
Kingstone Capital Partners Texas, LLC
Smallwood Wealth Investment Management, LLC
Caliber Wealth Management, LLC / KS
Benjamin Edwards Inc
Royal Bank Of Canada
TRUE Private Wealth Advisors
Clifford Group, LLC
Concurrent Investment Advisors, LLC
Integrated Advisors Network LLC
Bank of New Hampshire
Capital Analysts, Inc.
Fourth Dimension Wealth, LLC
Winthrop Capital Management, LLC
Fielder Capital Group LLC
Investment Advisory Group, LLC
Sterling Wealth Management, Inc.
Delta Asset Management Llc/tn
Northwestern Mutual Wealth Management Co
Kings Path Partners LLC
Litman Gregory Asset Management LLC
My Purposeful Wealth Corp.
Brinker Capital Investments, LLC
Southern Capital Advisors, Llc
Hobbs Group Advisors, LLC
Sovran Advisors, LLC
Nwam Llc
Greenhouse Wealth Management, LLC
Family Management Corp
Manhattan West Asset Management, LLC
Bank of Marin
Jamison Private Wealth Management, Inc.
ForthRight Wealth Management, LLC
National Asset Management, Inc.
Zwj Investment Counsel Inc
Carnegie Capital Asset Management, LLC
Financial Council Asset Management Inc
RMB Capital Management, LLC
Emerald Investment Partners, Llc
Beirne Wealth Consulting Services, LLC
Promus Capital, LLC
City State Bank
Atlas Capital Advisors Llc
R. W. Roge & Company, Inc.
Transcend Wealth Collective, Llc
Allworth Financial LP
Private Advisor Group, LLC
Independence Financial Advisors, LLC
VSM Wealth Advisory, LLC
Parsons Capital Management Inc/ri
Global Retirement Partners, LLC
TL Private Wealth
DAVENPORT & Co LLC
Elevate Wealth Advisory, Inc
Toth Financial Advisory Corp
Vermillion Wealth Management, Inc.
Coston, McIsaac & Partners
Pathstone Holdings, LLC
Csenge Advisory Group
Private Wealth Asset Management, LLC
Financial Advocates Investment Management
Two Sigma Securities, Llc
Northern Trust Corp
Fiduciary Advisors, Inc.
Envestnet Portfolio Solutions, Inc.
Francis Financial, Inc.
Sheets Smith Wealth Management
Kestra Investment Management, LLC
Thrivent Financial For Lutherans
Talisman Wealth Advisors LLC
Anchor Investment Management, LLC
VestGen Advisors, LLC
17 Capital Partners, Llc
Zrc Wealth Management, Llc
Strategic Wealth Designers
Argent Trust Co
Strategies Wealth Advisors, LLC
Evermay Wealth Management Llc
MFA Wealth Services
CNB Bank
Inspire Advisors, LLC
Barrett & Company, Inc.
DDFG, Inc
Park Avenue Securities Llc
Optimum Investment Advisors
Calton & Associates, Inc.
Asset Management Group, Inc.
Creative Financial Designs Inc /adv
Madison Wealth Partners, Inc
180 Wealth Advisors, Llc
Northwest Capital Management Inc
Integrated Wealth Concepts LLC
Perkins Coie Trust Co
Hoxton Planning & Management, LLC
Crescent Grove Advisors, LLC
Diversify Advisory Services, LLC
Windward Private Wealth Management Inc.
Narus Financial Partners, LLC
Catalyst Private Wealth, Llc
Fmr Llc
Rossby Financial, LCC
Tiaa Trust, National Association
Nadler Financial Group, Inc.
Tompkins Financial Corp
Prudent Investors Network
Firestone Capital Management
Capital A Wealth Management, LLC
Resources Investment Advisors, LLC.
Perennial Investment Advisors, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Townsend & Associates, Inc
Glass Jacobson Investment Advisors llc
Potentia Wealth
Kestra Private Wealth Services, Llc
Valued Wealth Advisors LLC
Collective Family Office Llc
Breakwater Capital Group
Graypoint LLC
Headlands Technologies LLC
Us Bancorp \de\
MCF Advisors LLC
Beacon Pointe Advisors, LLC
Per Stirling Capital Management, LLC.
Advisory Services Network, LLC
Cambridge Investment Research Advisors, Inc.
CBIZ Investment Advisory Services, LLC
Envestnet Asset Management Inc
Ieq Capital, Llc
Salus Financial Advisors, LLC
BEAM Asset Management, LLC
Ameriprise Financial Inc
Berry Wealth Group, LP
German American Bancorp, Inc.
Americana Partners, LLC
NDAA - Tidal Trust III - Ned Davis Research 360 Dynamic Allocation ETF
Collier Financial
Valmark Advisers, Inc.
Bank OZK
Vident Advisory, LLC
Gladstone Institutional Advisory LLC
Atria Wealth Solutions, Inc.
Empirical Asset Management, LLC
Bank Julius Baer & Co. Ltd, Zurich
Hantz Financial Services, Inc.
AlphaCore Capital LLC
United Capital Financial Advisers, Llc
GDS Wealth Management
Farmers & Merchants Investments Inc
EP Wealth Advisors, Inc.
Ridgecrest Wealth Partners, Llc
Robertson Stephens Wealth Management, LLC
Nbc Securities, Inc.
Verdence Capital Advisors LLC
Able Wealth Management LLC
Sound Income Strategies, LLC
Birchcreek Wealth Management, LLC
Sherman Asset Management, Inc.
Drake & Associates, LLC
Zions Bancorporation, National Association /ut/
Garde Capital, Inc.
Defined Wealth Management, Llc
Moisand Fitzgerald Tamayo, LLC
PCA Investment Advisory Services Inc.
Change Path, LLC
Canandaigua National Trust Co of Florida
Merit Financial Group, LLC
Harbor Asset Planning, Inc.
Barnes Wealth Management Group, Inc
Brickley Wealth Management
Missouri Trust & Investment Co
BIP Wealth, LLC
Aprio Wealth Management, LLC
KWB Wealth
Comerica Bank
Corepath Wealth Partners Llc
NFP Retirement, Inc.
Belvedere Trading LLC
UBS Group AG
Alteri Wealth LLC
Mascoma Wealth Management LLC
Paul Damon & Associates, Inc.
Elm Partners Management LLC
Wealthstream Advisors, Inc.
Copia Wealth Management
Avantax Advisory Services, Inc.
Trust Co Of Vermont
City Holding Co
Concord Wealth Partners
Steward Partners Investment Advisory, Llc
HB Wealth Management, LLC
Brown Advisory Inc
Quent Capital, LLC
Helen Stephens Group, LLC
Steele Capital Management, Inc.
Sand Hill Global Advisors, LLC
Legacy Solutions, Llc
Capital Advisors, Ltd. LLC
Flaharty Asset Management, LLC
1 North Wealth Services Llc
Brighton Jones Llc
Western Wealth Management, LLC
Chapman Financial Group, Llc
Ritholtz Wealth Management
Bellecapital International Ltd.
Koshinski Asset Management, Inc.
Golden State Wealth Management, LLC
Newbridge Financial Services Group, Inc.
U.S. Capital Wealth Advisors, LLC
Bank Of Montreal /can/
Global Assets Advisory, LLC
Pinnacle Family Advisors, LLC
Richmond Investment Services, LLC
Kayne Anderson Rudnick Investment Management Llc
Allspring Global Investments Holdings, LLC
Colonial River Wealth Management, LLC
JustInvest LLC
Savvy Advisors, Inc.
Financial Partners Group, Inc
Natixis Advisors, L.p.
Bessemer Group Inc
Cutler Capital Management, LLC
Syon Capital Llc
Plante Moran Financial Advisors, LLC
Howland Capital Management Llc
Mogy Joel R Investment Counsel Inc
Tsfg, Llc
One Charles Private Wealth Services, LLC
Quantinno Capital Management LP
TD Capital Management LLC
CFO4Life Group, LLC
Goldman Sachs Group Inc
First Trust Advisors Lp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Mariner, LLC
Advisor Group Holdings, Inc.
IFG Advisory, LLC
Watts Gwilliam & Co., LLC
Finley Financial, LLC
Asset Dedication, LLC
Sovereign Financial Group, Inc.
Arkadios Wealth Advisors
Phillips Financial Management, Llc
Archer Investment Corp
McIlrath & Eck, LLC
Pinnacle Wealth Planning Services, Inc.
Buckingham Strategic Partners
First Hawaiian Bank
Mechanics Financial Corp
Integrity Alliance, Llc.
Forte Asset Management Llc
Lansing Street Advisors
Eldridge Investment Advisors, Inc.
Verity Asset Management, Inc.
Spectrum Wealth Counsel, LLC
Federation des caisses Desjardins du Quebec
Oak Asset Management, LLC
Bright Futures Wealth Management, LLC.
Farther Finance Advisors, LLC
SYM FINANCIAL Corp
Sutton Place Investors Llc
Valley National Advisers Inc
Symphony Financial, Ltd. Co.
Interchange Capital Partners, LLC
Melone Private Wealth, LLC
Viewpoint Capital Management LLC
New Republic Capital, LLC
LongView Wealth Management
Garrett Wealth Advisory Group, LLC
Neuberger Berman Group LLC
Johnson Financial Group, Inc.
Sequoia Financial Advisors, LLC
Family Legacy Financial Solutions, LLC
Principal Securities, Inc.
Valpey Financial Services, LLC
Avion Wealth
Pure Financial Advisors, Inc.
Global Strategic Investment Solutions, LLC
Central Pacific Bank - Trust Division
Strategic Wealth Partners, Ltd.
Coldstream Capital Management Inc
Signature Securities Group Corporation
Wealthquest Corp
Captrust Financial Advisors
Tobias Financial Advisors, Inc.
Larson Financial Group LLC
Koesten, Hirschmann & Crabtree, INC.
White Pine Capital Llc
Modern Wealth Management, LLC
SkyOak Wealth, LLC
Meridian Wealth Management, LLC
Alerus Financial Na
Richard W. Paul & Associates, LLC
BCJ Capital Management, LLC
Onyx Bridge Wealth Group LLC
NorthRock Partners, LLC
Verum Partners LLC
Patten & Patten Inc/tn
Kovitz Investment Group Partners, LLC
TFR Capital, LLC.
Austin Private Wealth, LLC
Salomon & Ludwin, LLC
Waldron Private Wealth LLC
Keystone Financial Group, Inc.
Leonard Rickey Investment Advisors P.L.L.C.
Impact Partnership Wealth, LLC
Christensen, King & Associates Investment Services, Inc.
Crews Bank & Trust
Veracity Capital LLC
Bank of New York Mellon Corp
Cahill Financial Advisors Inc
Aqr Capital Management Llc
Truvestments Capital Llc
Tritonpoint Wealth, Llc
Lauterbach Financial Advisors, LLC
GeoWealth Management, LLC
Aspiriant, Llc
Skopos Labs, Inc.
Smartleaf Asset Management LLC
Life Planning Partners, Inc
Truist Financial Corp
Rothschild Investment Llc
Vanguard Group Inc
Key FInancial Inc
Compass Ion Advisors, LLC
SRS Capital Advisors, Inc.
Elevatus Welath Management
Spire Wealth Management
Sapient Capital Llc
Headinvest, Llc
Dean Investment Associates, Llc
Norden Group Llc
Vantage Financial Partners, LLC
Dynamic Advisor Solutions LLC
Grey Fox Wealth Advisors, LLC
Zuckerman Investment Group, LLC
Nikulski Financial, Inc.
Greenline Partners, LLC
Heritage Family Offices, LLP
ERn Financial, LLC
Moloney Securities Asset Management, LLC
Bedel Financial Consulting, Inc.
Kestra Advisory Services, LLC
Wells Fargo & Company/mn
Smithfield Trust Co
Raymond James Financial Inc
Regal Investment Advisors LLC
MONECO Advisors, LLC
IMG Wealth Management, Inc.
William Howard & Co Financial Advisors Inc
New Wave Wealth Advisors Llc
MTM Investment Management, LLC
Wealth Management Partners, LLC
BlackRock, Inc.
Simplicity Wealth,LLC
Bank Of America Corp /de/
Green Harvest Asset Management LLC
CI Private Wealth, LLC
Mercer Global Advisors Inc /adv
Christopher J. Hasenberg, Inc
Hilltop Wealth Advisors, Llc
Diversified Enterprises, LLC
XY Planning Network, Inc.
J.w. Cole Advisors, Inc.
Kraft Asset Management, Llc
Amplius Wealth Advisors, LLC
Olistico Wealth, LLC
Howe & Rusling Inc
Rockefeller Capital Management L.P.
Insigneo Advisory Services, Llc
Occidental Asset Management, LLC
Brown Brothers Harriman & Co
Blair William & Co/il
Citadel Advisors Llc
Monticello Wealth Management, Llc
Summit Wealth & Retirement Planning, Inc.
RFG Advisory, LLC
Nations Financial Group Inc, /ia/ /adv
Sterling Capital Management LLC
Sittner & Nelson, Llc
Abound Wealth Management
Crewe Advisors LLC
Glenmede Trust Co Na
Pacifica Partners Inc.
Matauro, Llc
Bell Investment Advisors, Inc
Lutz Financial Services LLC
Redwood Financial Network Corp
Sandy Spring Bank
Signal Advisors Wealth, LLC
Scotia Capital Inc.
Ullmann Financial Group, Inc.
Victory Financial Group, Llc
DT Investment Partners, LLC
Eley Financial Management, Inc
Bradley Foster & Sargent Inc/ct
Prospera Financial Services Inc
O'shaughnessy Asset Management, Llc
Augustine Asset Management Inc
Coastal Investment Advisors, Inc.
AE Wealth Management LLC
Wealth Alliance
Caldwell Securities, Inc
Innovative Wealth Building LLC
Coordinated Financial Services, Inc.
Cresset Asset Management, LLC
Roble, Belko & Company, Inc
Wealthspire Advisors, LLC
Prime Capital Investment Advisors, LLC
Carl P. Sherr & Co., LLC
Annex Advisory Services, LLC
Gallagher Fiduciary Advisors, LLC
Cwm, Llc
Perigon Wealth Management, LLC
SOUTH STATE Corp
Bailard, Inc.
Wesbanco Bank Inc
ICONIQ Capital, LLC
XML Financial, LLC
RDA Financial Network
Ironwood Wealth Management, Inc.
Dynamic Financial Group
Mount Yale Investment Advisors, LLC
Mmbg Investment Advisors Co.
Wealth Enhancement Advisory Services, Llc
Essex Financial Services, Inc.
Legacy Financial Strategies, LLC
Stratos Wealth Partners, LTD.
Old Point Trust & Financial Services N A
Trust Point Inc.
Legacy Financial Group LLC
Arlington Trust Co LLC
Disciplina Capital Management LLC
Klingman & Associates, LLC
Rosenberg Matthew Hamilton
Financial Perspectives, Inc
Investor's Fiduciary Advisor Network, LLC
Motive Wealth Advisors
Thurston, Springer, Miller, Herd & Titak, Inc.
Cim, Llc
Assetmark, Inc
One Day In July LLC
Ameritas Advisory Services, LLC
Aptus Capital Advisors, LLC
Rik Saylor Financial, Inc.
Joel Isaacson & Co., LLC
Angeles Wealth Management, Llc
New Century Financial Group, LLC
Fifth Third Bancorp
Atala Financial Inc
Pnc Financial Services Group, Inc.
Variant Private Wealth, LLC
Awm Capital, Llc
Cozad Asset Management Inc
Beaumont Financial Advisors, LLC
Creative Planning
Traub Capital Management LLC
Carlton Hofferkamp & Jenks Wealth Management, LLC
Savant Capital, LLC
MB Generational Wealth, LLC
Midwest Capital Advisors, LLC
We Are One Seven, LLC
Weaver Consulting Group
Cetera Investment Advisers
Independence Bank of Kentucky
Stifel Financial Corp
TriaGen Wealth Management LLC
Forefront Wealth Partners, LLC
Greenleaf Trust
High Probability Advisors, LLC
Rsm Us Wealth Management Llc
Logan Capital Management Inc
Essex Savings Bank
Wiley Bros.-aintree Capital, Llc
Bartlett & Co. Wealth Management Llc
Great Valley Advisor Group, Inc.
Hrt Financial Lp
Wealthspan Partners, Llc
IHT Wealth Management, LLC
Capital Investment Advisory Services, LLC
Columbus Macro, LLC
WFA Asset Management Corp
Brown, Lisle/cummings, Inc.
Stephens Consulting, LLC
Park Place Capital Corp
Auto-Owners Insurance Co
IAG Wealth Partners, LLC
Ameriflex Group, Inc.
CENTRAL TRUST Co
Providence Capital Advisors, LLC
Robinson Smith Wealth Advisors Llc
Mml Investors Services, Llc
Cascade Financial Partners, LLC
Fortis Advisors, LLC
Morgan Stanley
First Financial Corp /in/
Weil Company, Inc.
Hager Investment Management Services, Llc
Boyd Wealth Management, LLC
United Advisor Group, LLC
Adviser Investments LLC
Founders Financial Alliance, LLC
Colony Group, LLC
Susquehanna International Group, Llp
Eagle Strategies LLC
Burk Holdings LLC
SCS Capital Management LLC
Jfs Wealth Advisors, Llc
Johnson Investment Counsel Inc
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Pinnacle Associates Ltd
Deroy & Devereaux Private Investment Counsel Inc
Baird Financial Group, Inc.
Signature Resources Capital Management, LLC
LRI Investments, LLC
Marshall & Sterling Wealth Advisors Inc.
Trilogy Capital Inc.
Stratos Wealth Advisors, LLC
AllSquare Wealth Management LLC
Warren Averett Asset Management, LLC
Bogart Wealth, LLC
Geneos Wealth Management Inc.
Seacrest Wealth Management, Llc
Jpmorgan Chase & Co
Montag A & Associates Inc
Confluence Investment Management Llc
GWM Advisors LLC
Glenmede Investment Management, LP
Commonwealth Equity Services, Llc
First Heartland Consultants, Inc.
Roxbury Financial LLC
Charter Oak Capital Management, LLC
TD Waterhouse Canada Inc.
Pineridge Advisors LLC
Russell Investments Group, Ltd.
Mission Wealth Management, Lp
HighTower Advisors, LLC
McGowan Group Asset Management, Inc.
Morton Brown Family Wealth, LLC
Teachers Insurance & Annuity Association Of America
LaSalle St. Investment Advisors, LLC
Pensionmark Financial Group, Llc
BTC Capital Management, Inc.
General Partner, Inc.
Canandaigua National Bank & Trust Co
Mason Investment Advisory Services, Inc.
Watchman Group, Inc.
SILVER OAK SECURITIES, Inc
Daymark Wealth Partners, Llc
Summit Financial, LLC
FourThought Financial Partners, LLC
Boreal Capital Management LLC
Maryland Capital Advisors Inc.
Magnolia Capital Advisors Llc
Stone House Investment Management, LLC
Apollon Financial, LLC
Lido Advisors, LLC
Accel Wealth Management
Beck Bode, LLC
Iron Horse Wealth Management, LLC
Canvas Wealth Advisors, LLC
Financial Management Professionals, Inc.
Exchange Traded Concepts, Llc
Woodard & Co Asset Management Group Inc /adv
BRYN MAWR TRUST Co
Deutsche Bank Ag\
Parallel Advisors, LLC
Venturi Wealth Management, LLC
Baron Silver Stevens Financial Advisors, Llc
Atria Investments Llc
Huntington National Bank
Safeguard Financial, LLC
D.a. Davidson & Co.
Murphy & Mullick Capital Management Corp
Leavell Investment Management, Inc.
Coordinated Financial Services, Inc./CO
Alliancebernstein L.p.
NWF Advisory Services Inc.
Sachetta, LLC
Octavia Wealth Advisors, LLC
McAdam, LLC
Gwn Securities Inc.
Petix & Botte Co
Cubist Systematic Strategies, LLC
Synergy Investment Management, LLC
Sagespring Wealth Partners, Llc
Laurel Wealth Advisors LLC
Foundry Financial Group, Inc.
Mitchell Mcleod Pugh & Williams Inc
Pacific Center for Financial Services
Liberty One Investment Management, Llc
Crestwood Advisors Group LLC
Renaissance Technologies Llc
Kingsview Wealth Management, LLC
Summit Wealth Partners, LLC
Harbor Investment Advisory, Llc
Wealth Advisors of Iowa, LLC
Ancora Advisors, LLC
PrairieView Partners, LLC
Choate Investment Advisors
North Star Investment Management Corp.
Becker Capital Management Inc
CIBC Private Wealth Group, LLC
Equitable Holdings, Inc.
Boyd Watterson Asset Management Llc/oh
Jane Street Group, Llc
M&t Bank Corp
Ronald Blue Trust, Inc.
Atlantic Union Bankshares Corp
Cosner Financial Group, LLC
Verus Capital Partners, Llc
Patten Group, Inc.
Vista Private Wealth Partners. LLC
Centricity Wealth Management, LLC
Hubbell Strickland Wealth Management, LLC
Summit Trail Advisors, Llc
N.E.W. Advisory Services LLC
POM Investment Strategies, LLC
Main Street Financial Solutions, LLC
Private Trust Co Na
Valeo Financial Advisors, LLC
Summit Wealth Group Llc / Co
Guidance Point Advisors, LLC
Kilter Group LLC
Whittier Trust Co Of Nevada Inc
Dentgroup LLC
Signaturefd, Llc
Wealthcare Advisory Partners LLC
National Bank Of Canada /fi/
SC&H Financial Advisors, Inc.
Claro Advisors LLC
FF Advisors,LLC
TT Capital Management LLC
Sage Mountain Advisors LLC
MAI Capital Management
Prudent Man Investment Management, Inc.
CoreCap Advisors, LLC
Harbour Investments, Inc.
First Horizon Advisors, Inc.
Flagship Harbor Advisors, Llc
Charles Schwab Investment Management Inc
Financial Engines Advisors L.L.C.
ERTS Wealth Advisors, LLC
Endowment Wealth Management, Inc.
USAdvisors Wealth Management, LLC
Nemes Rush Group LLC
Wedbush Securities Inc
Transce3nd, LLC
HighMark Wealth Management LLC
EverSource Wealth Advisors, LLC
Dougherty Wealth Advisers LLC
Hartland & Co., LLC
New England Private Wealth Advisors LLC
Hopwood Financial Services, Inc.
Congress Wealth Management LLC / DE /
Tower Research Capital LLC (TRC)
GAMMA Investing LLC
Operose Advisors LLC
CAPROCK Group, Inc.
Prism Advisors, Inc.
Whittier Trust Co
Kingswood Wealth Advisors, Llc
Stephens Inc /ar/
Wsfs Capital Management, Llc
Presilium Private Wealth, Llc
Fingerlakes Wealth Management, Inc.
Front Row Advisors LLC
Exencial Wealth Advisors, Llc
Hilltop Holdings Inc.
StoneX Group Inc.
Qube Research & Technologies Ltd
LPL Financial LLC
Regimen Wealth, Llc
Next Capital Management LLC
Northwest Wealth Management, Llc
Golden State Equity Partners
Sweeney & Michel, Llc
Allianz Asset Management GmbH
Richards, Merrill & Peterson, Inc.
Td Private Client Wealth Llc
SOL Capital Management CO
Gotham Asset Management, LLC
Certified Advisory Corp
Private Capital Management Llc
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