VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF - Net Long/Short Value

Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
US ˙ ARCA ˙ US9219464065

VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield 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)
V2 Financial group LLC
Country Trust Bank
Martel Wealth Advisors Inc
Ehrlich Financial Group
Perigon Wealth Management, LLC
Cascade Wealth Advisors, Inc
Millstone Evans Group, LLC
Wharton Business Group, LLC
Wealth Advisory Team LLC
Elite Financial, Inc.
Icon Wealth Advisors, LLC
Cornerstone Financial Group, LLC /NE/
Kilter Group LLC
180 Wealth Advisors, Llc
Barrett & Company, Inc.
Umb Bank N A/mo
Grimes & Company, Inc.
Benchmark Wealth Management, LLC
Pennsylvania Capital Management Inc /adv
Evercore Wealth Management, LLC
Howe & Rusling Inc
Burkett Financial Services, Llc
Central Pacific Bank - Trust Division
Retirement Planning Group, Llc / Ny
Evoke Wealth, Llc
Vantage Investment Partners, LLC
Clarity Asset Management, Inc.
Northeast Investment Management
SP Asset Management LLC
AMG National Trust Bank
Phillips Wealth Planners LLC
Sei Investments Co
Scotia Capital Inc.
Two Roads Shared Trust - Foundations Dynamic Value ETF
Bangor Savings Bank
Integrity Wealth Solutions LLC
Greenhouse Wealth Management, LLC
Stock Yards Bank & Trust Co
Cary Street Partners Financial Llc
Coastal Bridge Advisors, LLC
Bernardo Wealth Planning LLC
Old Second National Bank Of Aurora
Trust Co Of Virginia /va
Global Financial Private Client, LLC
Balboa Wealth Partners
Wealthfront Advisers Llc
Hara Capital LLC
Sapient Capital Llc
ESL Trust Services, LLC
Crescent Grove Advisors, LLC
Buska Wealth Management, LLC
Rockingstone Advisors LLC
Flynn Zito Capital Management, Llc
Headinvest, Llc
Francis Financial, Inc.
Van Den Berg Management I, Inc
Summit Wealth & Retirement Planning, Inc.
Centaurus Financial, Inc.
Aspen Grove Capital, LLC
Walter & Keenan Financial Consulting Co /mi/ /adv
Private Advisory Group LLC
Premier Path Wealth Partners, LLC
Modern Wealth Management, LLC
Integral Investment Advisors, Inc.
Jefferies Financial Group Inc.
Gray Private Wealth, LLC
Brightwater Advisory LLC
Merit Financial Group, LLC
BG Investment Services, Inc.
MSH Capital Advisors LLC
Asset Dedication, LLC
Manuka Financial, LLC
Fiduciary Advisors, Inc.
Acas, Llc
Dynamic Advisor Solutions LLC
Brinker Capital Investments, LLC
FineMark National Bank & Trust
Comprehensive Financial Planning, Inc./PA
CENTRAL TRUST Co
Equitable Holdings, Inc.
Summit X, LLC
Covington Investment Advisors Inc.
Union Savings Bank
Beacon Financial Group
1620 Investment Advisors, Inc.
LongView Wealth Management
River Wealth Advisors LLC
Mission Wealth Management, Lp
McCarthy Grittinger Financial Group, LLC
Mutual Advisors, LLC
AdvisorNet Financial, Inc
Venture Visionary Partners LLC
Waterfront Wealth Inc.
Detalus Advisors, LLC
Accent Capital Management, LLC
Drucker Wealth 3.0, LLC
Front Row Advisors LLC
Kiker Wealth Management, LLC
Quaker Wealth Management, LLC
New England Professional Planning Group Inc.
Monterey Private Wealth, Inc.
McDonough Capital Management, Inc
North Star Asset Management Inc
Cascade Financial Partners, LLC
Citizens Financial Group Inc/ri
High Net Worth Advisory Group LLC
Cornerstone Planning Group LLC
Curtis Advisory Group, LLC
Commonwealth Equity Services, Llc
Mb, Levis & Associates, Llc
Sentinel Pension Advisors Inc
Mascagni Wealth Management, Inc.
ICONIQ Capital, LLC
Blackston Financial Advisory Group, LLC
American Capital Advisory, LLC
Lee Danner & Bass Inc
Connecticut Wealth Management, LLC
Southland Equity Partners LLC
Capital Asset Advisory Services LLC
Cullen/frost Bankers, Inc.
Everhart Financial Group, Inc.
Pinney & Scofield, Inc.
Marino, Stram & Associates Llc
Sovereign Financial Group, Inc.
Patten & Patten Inc/tn
Accredited Investors Inc.
CIBC Private Wealth Group, LLC
Onyx Bridge Wealth Group LLC
We Are One Seven, LLC
Fiduciary Trust Co
WFA of San Diego, LLC
Morgan Stanley
Bnp Paribas Arbitrage, Sa
Avantax Planning Partners, Inc.
Steigerwald, Gordon & Koch Inc.
BOS Asset Management, LLC
SJS Investment Consulting Inc.
Exchange Bank
Nordwand Advisors, LLC
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
LGT Financial Advisors LLC
Envestnet Asset Management Inc
National Bank Of Canada /fi/
Baker Ellis Asset Management LLC
Df Dent & Co Inc
Alerus Financial Na
Haverford Trust Co
Cerity Partners LLC
M&t Bank Corp
JT Stratford LLC
Forum Financial Management, LP
ETF Portfolio Partners, Inc.
Bank OZK
Capital Investment Advisors, LLC
Park Edge Advisors, LLC
Bokf, Na
Raab & Moskowitz Asset Management LLC
Tobias Financial Advisors, Inc.
Titleist Asset Management, Llc
Nicolet Bankshares Inc
Flagship Harbor Advisors, Llc
Decker Retirement Planning Inc.
GPS Wealth Strategies Group, LLC
Thrive Wealth Management, LLC
SRS Capital Advisors, Inc.
LOM Asset Management Ltd
Granite FO LLC
Antonelli Financial Advisors, LLC
Choate Investment Advisors
Cambridge Investment Research Advisors, Inc.
Rodgers & Associates, LTD
Mustard Seed Financial, LLC
TBFC - ETF Series Solutions - The Brinsmere Fund - Conservative ETF
Aspen Investment Management Inc
Madison Wealth Partners, Inc
Mathes Company, Inc.
Warner Financial, Inc
Galvin, Gaustad & Stein, LLC
TFC Financial Management
PUREfi Wealth, LLC
Beaumont Financial Advisors, LLC
LifeWealth Investments, LLC
Tritonpoint Wealth, Llc
Allegheny Financial Group LTD
Means Investment Co., Inc.
Bensler, LLC
Sachetta, LLC
TFB Advisors LLC
Beacon Pointe Advisors, LLC
Focus Financial Network, Inc.
Avalon Trust Co
BOK Financial Private Wealth, Inc.
CIBC World Markets Inc.
Global Wealth Management Investment Advisory, Inc.
Resurgent Financial Advisors LLC
Forefront Analytics, LLC
PFG Private Wealth Management, LLC
Blake Schutter Theil Wealth Advisors, LLC
Cypress Point Wealth Management, LLC
Innovative Wealth Building LLC
Ogorek Anthony Joseph /ny/ /adv
Financial Gravity Companies, Inc.
Conservest Capital Advisors, Inc.
Argent Trust Co
Wolverine Trading, Llc
TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF
Octavia Wealth Advisors, LLC
Divergent Planning, LLC
Commons Capital, Llc
Lowe Wealth Advisors, LLC
Mariner, LLC
Ballentine Partners, LLC
MidAtlantic Capital Management, Inc.
Stony Point Wealth Management Inc.
Jmac Enterprises Llc
Kuhn & Co Investment Counsel
Greenleaf Trust
Atlantic Union Bankshares Corp
Invst, LLC
Morris Retirement Advisors, LLC
Mayfair Advisory Group, LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
PayPay Securities Corp
Wolff Wiese Magana Llc
Panoramic Investment Advisors, Llc
Aldebaran Financial Inc.
Avidian Wealth Solutions, LLC
Pacifica Partners Inc.
Davis R M Inc
TruNorth Capital Management, LLC
Transcend Wealth Collective, Llc
San Luis Wealth Advisors LLC
Finward Bancorp
SILVER OAK SECURITIES, Inc
Steele Capital Management, Inc.
Leelyn Smith, LLC
Chicago Partners Investment Group LLC
Wells Financial Advisors INC
Sheaff Brock Investment Advisors, LLC
Private Capital Management Llc
Private Wealth Asset Management, LLC
Brookstone Capital Management
Mosaic Financial Group, Llc
Valeo Financial Advisors, LLC
Quadrant Private Wealth Management, LLC
Wynn Capital, LLC
Heritage Wealth Partners, LLC
Insight Wealth Strategies, LLC
GPMIX - GPS Funds II - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares
DAVENPORT & Co LLC
Joel Isaacson & Co., LLC
Cwm, Llc
Ingalls & Snyder Llc
Black Diamond Financial, LLC
Dagco, Inc.
Verum Partners LLC
IFP Advisors, Inc
Robertson Stephens Wealth Management, LLC
Signal Advisors Wealth, LLC
Stillwater Capital Advisors, LLC
Dover Advisors, Llc
Vanguard Group Inc
SFG Wealth Management, LLC.
Founders Financial Alliance, LLC
MBL Wealth, LLC
Alexander Labrunerie & Co., Inc.
Donaldson Capital Management, Llc
Huntington National Bank
Axis Wealth Partners, LLC
Wealthedge Investment Advisors, Llc
Obermeyer Wood Investment Counsel, Lllp
Kingstone Capital Partners Texas, LLC
ARS Wealth Advisors Group, LLC
Lansing Street Advisors
PFS Partners, LLC
Financial Enhancement Group LLC
HMV Wealth Advisors, LLC
Index Fund Advisors, Inc.
Simmons Bank
Hudock, Inc.
Bulwark Capital Corp
Forza Wealth Management, LLC
Saxon Interests, Inc.
Integris Wealth Management, LLC
Constant Guidance Financial LLC
International Assets Investment Management, Llc
WFA Asset Management Corp
Napatree Capital Llc
Heritage Trust Co
Precedent Wealth Partners, Llc
Chevy Chase Trust Holdings, Inc.
Accel Wealth Management
Signet Financial Management, Llc
GSG Advisors LLC
Capital Advisory Group Advisory Services, LLC
Frazier Financial Advisors, LLC
Parkside Financial Bank & Trust
Institute for Wealth Management, LLC.
Hurlow Wealth Management Group, Inc.
Ntv Asset Management Llc
Disciplined Investments, LLC
Jacobi Capital Management LLC
Atwood & Palmer Inc
Mraz, Amerine & Associates, Inc.
Daymark Wealth Partners, Llc
Strategic Advisors LLC
Roble, Belko & Company, Inc
Triangle Securities Wealth Management
Sunbelt Securities, Inc.
Taddei, Ludwig & Associates, Inc.
Vertex Planning Partners, LLC
Trinity Legacy Partners, LLC
FSA Investment Group, LLC
Opus Capital Group, LLC
Stonehearth Capital Management, LLC
Rollins Financial Advisors, LLC
Arkadios Wealth Advisors
Fulcrum Capital LLC
LVW Advisors, LLC
Cardiff Park Advisors, Llc
Ferguson Shapiro LLC
CoreFirst Bank & Trust
Clearwater Capital Advisors, LLC
Swmg, Llc
Calamos Wealth Management LLC
Sound View Wealth Advisors Group, LLC
United Services Automobile Association
Strategies Wealth Advisors, LLC
Marshall Financial Group Inc /adv
XY Planning Network, Inc.
Lion Street Advisors, LLC
Moneta Group Investment Advisors Llc
Rakuten Investment Management, Inc.
Stonebridge Financial Planning Group, LLC
Darrow Company, Inc.
Clear Harbor Asset Management, LLC
Kestra Advisory Services, LLC
Great Lakes Retirement, Inc.
Apollon Financial, LLC
Destination Wealth Management
Gladstone Institutional Advisory LLC
Main Management LLC
Blue Barn Wealth, LLC
Mill Creek Capital Advisors, LLC
Delta Financial Advisors Llc
Quadrant Capital Group Llc
Stratos Wealth Advisors, LLC
Arlington Trust Co LLC
Wells Trecaso Financial Group, LLC
MCF Advisors LLC
Charles Schwab Investment Management Inc
Alpine Woods Capital Investors, Llc
Auto-Owners Insurance Co
Patriot Financial Group Insurance Agency, LLC
Cresset Asset Management, LLC
Trust Co Of Vermont
Strategic Advocates LLC
Pps&v Asset Management Consultants, Inc.
Silver Oak Wealth Advisors Services, Llc
Sunburst Financial Group, LLC
Marcum Wealth, LLC
SWAN Capital LLC
Ameritas Advisory Services, LLC
Running Point Capital Advisors, LLC
Seelaus Asset Management LLC
Financial Advisory Service, Inc.
Hollencrest Capital Management
Charis Legacy Partners, LLC
Minot DeBlois Advisors LLC
Allie Family Office LLC
Wellspring Financial Advisors, LLC
Cypress Wealth Services, LLC
Luminvest Wealth Management LLC
Financial Partners Group, LLC
Sagespring Wealth Partners, Llc
Clear Creek Financial Management, LLC
Legacy Financial Group LLC
Gallagher Fiduciary Advisors, LLC
Archer Investment Corp
ArborFi Advisors, LLC
Citadel Advisors Llc
S.A. Mason LLC
Apriem Advisors
Crews Bank & Trust
Maltin Wealth Management, Inc.
Magnus Financial Group LLC
Salomon & Ludwin, LLC
Pallas Capital Advisors LLC
Leo Wealth, LLC
Ashton Thomas Private Wealth, LLC
Kohmann Bosshard Financial Services, LLC
Ridgecrest Wealth Partners, Llc
Valmark Advisers, Inc.
FLC Capital Advisors
Talon Private Wealth, LLC
Novare Capital Management Llc
Nadler Financial Group, Inc.
Prairie Wealth Advisors, Inc.
Moller Financial Services
Wisconsin Wealth Advisors, LLC
Moloney Securities Asset Management, LLC
Bessemer Group Inc
American National Bank
Fortis Capital Advisors, LLC
Joseph Group Capital Management
NCM Capital Management, LLC
Creekmur Asset Management LLC
Evergreen Capital Management Llc
White Lighthouse Investment Management Inc.
Cannon Wealth Management Services, LLC
Zwj Investment Counsel Inc
Meritage Portfolio Management
Creekside Partners
Tempus Wealth Planning, LLC
First Heartland Consultants, Inc.
Gleason Group, Inc.
Christopher J. Hasenberg, Inc
Columbia River Financial Group, LLC
My Purposeful Wealth Corp.
Mount Lucas Management LP
St Germain D J Co Inc
Bremer Bank National Association
Future Financial Wealth Managment LLC
Beacon Capital Management, LLC
David R. Rahn & Associates Inc.
Garde Capital, Inc.
Tide Cove Capital Partners LLC
Investors Asset Management Of Georgia Inc /ga/ /adv
Security National Bank
Cetera Investment Advisers
TCI Wealth Advisors, Inc.
PBMares Wealth Management LLC
Harwood Advisory Group, LLC
Brentview Investment Management LLC
TD Waterhouse Canada Inc.
Renaissance Technologies Llc
GDS Wealth Management
Clune & Associates, Ltd.
Sigma Investment Counselors Inc
LPL Financial LLC
Alamar Capital Management, LLC
Hardy Reed LLC
American Investment Services, Inc.
New England Private Wealth Advisors LLC
Journey Advisory Group, LLC
W Advisors, Llc
Next Level Private LLC
Davidson Investment Advisors
Ancora Advisors, LLC
McNaughton Wealth Management, LLC
Bank Of Montreal /can/
Sage Financial Group Inc
Fairscale Capital, LLC
Sittner & Nelson, Llc
Chemung Canal Trust Co
Strategic Family Wealth Counselors, L.L.C.
Principia Wealth Advisory, LLC
City State Bank
Accretive Wealth Partners, LLC
EPG Wealth Management LLC
Westside Investment Management, Inc.
Rocky Mountain Advisers, Llc
Linscomb & Williams, Inc.
TRUE Private Wealth Advisors
Stonebridge Capital Advisors LLC
Patten Group, Inc.
David Wealth Management LLC
Safeguard Financial, LLC
Van Hulzen Asset Management, LLC
First Foundation Advisors
Zacks Investment Management
Founders Capital Management
Chelsea Counsel Co
Park National Corp /oh/
JB Capital LLC
Sabal Trust CO
Concord Wealth Partners
Van Cleef Asset Management,Inc
Carr Financial Group Corp
Patriot Investment Management Inc.
Shulman DeMeo Asset Management LLC
Northwest Quadrant Wealth Management, LLC
National Asset Management, Inc.
Wealthcare Capital Partners, LLC
Annis Gardner Whiting Capital Advisors, LLC
Vise Technologies, Inc.
Willner & Heller, Llc
Custos Family Office, LLC
Sloy Dahl & Holst, LLC
Steward Partners Investment Advisory, Llc
Eagle Bay Advisors LLC
American Financial Advisors, LLC
Catalyst Private Wealth, Llc
Element Wealth, LLC
Simplicity Wealth,LLC
Strait & Sound Wealth Management LLC
Clark Capital Management Group, Inc.
BCJ Capital Management, LLC
Whittier Trust Co Of Nevada Inc
Fulton Bank, N.a.
Prime Capital Investment Advisors, LLC
Tortoise Investment Management, LLC
Blankinship & Foster, LLC
Allworth Financial LP
Aurora Private Wealth, Inc.
Ameriprise Financial Inc
Brandywine Oak Private Wealth Llc
Webster Bank, N. A.
Beaird Harris Wealth Management, LLC
Roberts Glore & Co Inc /il/
Meridian Wealth Management, LLC
LRI Investments, LLC
Advisor Resource Council
O'shaughnessy Asset Management, Llc
1776 Wealth LLC
Northside Capital Management, LLC
AlphaCore Capital LLC
Hughes Financial Services, LLC
Nvwm, Llc
Level Four Advisory Services, Llc
NewEdge Wealth, LLC
Caldwell Securities, Inc
CGC Financial Services, LLC
Glass Jacobson Investment Advisors llc
Appleton Partners Inc/ma
Citizens National Bank Trust Department
Collective Family Office Llc
Moseley Investment Management Inc
Money Concepts Capital Corp
Busey Wealth Management
TFG Advisers LLC
Smith, Salley & Associates
Plancorp, LLC
Squarepoint Ops LLC
Eastern Bank
Cm Wealth Advisors Llc
Fountainhead AM, LLC
Morton Capital Management LLC/CA
Ames National Corp
Global Trust Asset Management, LLC
Compass Financial Services Inc
TruWealth Advisors, LLC
Sound Income Strategies, LLC
Fifth Third Securities, Inc.
Guardian Financial Partners, LLC
FF Advisors,LLC
Salem Investment Counselors Inc
Massmutual Trust Co Fsb/adv
United Capital Financial Advisers, Llc
Fifth Third Wealth Advisors LLC
Confluence Wealth Services, Inc.
Stelac Advisory Services LLC
Ameritas Investment Partners, Inc.
Texas Yale Capital Corp.
Commonwealth Retirement Investments LLC
Capital Planning Advisors, LLC
Beese Fulmer Investment Management, Inc.
Stephenson National Bank & Trust
BankPlus Trust Department
Jpmorgan Chase & Co
Miramar Capital, LLC
Goelzer Investment Management, Inc.
Covenant Asset Management, LLC
WMG Financial Advisors, LLC
Foguth Wealth Management, LLC.
Midland Wealth Advisors Llc
German American Bancorp, Inc.
Prudent Man Advisors, LLC
Matrix Private Capital Group Llc
DHJJ Financial Advisors, Ltd.
Cherry Tree Wealth Management, LLC
Community Trust & Investment Co
Rooted Wealth Advisors, Inc.
Iron Horse Wealth Management, LLC
Forum Private Client Group LLC
Keystone Wealth Services, LLC
Harbour Investments, Inc.
Cooksen Wealth, LLC
Copia Wealth Management
Arete Wealth Advisors, LLC
Claris Financial LLC
Godsey & Gibb Associates
Keystone Financial Planning, Inc.
Gallagher Capital Advisors, LLC
BCS Wealth Management
Moran Wealth Management, LLC
Weaver Consulting Group
FOCUS Wealth Advisors, LLC
New Republic Capital, LLC
Qube Research & Technologies Ltd
ENDW - EA Series Trust - Cambria Endowment Style ETF
Baltimore-Washington Financial Advisors, Inc.
LNGVX - WisdomTree Digital Trust - WisdomTree Siegel Longevity Digital Fund
Syverson Strege & Co
Copperwynd Financial, LLC
Lido Advisors, LLC
Janus Henderson Group Plc
Leavell Investment Management, Inc.
Alpha Cubed Investments, LLC
Winthrop Advisory Group LLC
Formidable Asset Management, LLC
Twin Tree Management, LP
StrongBox Wealth, LLC
Vision Capital Management, Inc.
MTM Investment Management, LLC
Gould Asset Management Llc /ca/
Smith Anglin Financial, LLC
Collaborative Wealth Managment Inc.
HHM Wealth Advisors, LLC
Bigelow Investment Advisors, LLC
Northern Trust Corp
McAlister, Sweet & Associates, Inc.
Bay Capital Advisors, LLC
Round Rock Advisors, LLC
Aft, Forsyth & Company, Inc.
Baron Silver Stevens Financial Advisors, Llc
Hopwood Financial Services, Inc.
Focused Wealth Management, Inc
Jane Street Group, Llc
Wesbanco Bank Inc
Slagle Financial, LLC
Summit Wealth Group, LLC
Dorsey & Whitney Trust CO LLC
Sweeney & Michel, Llc
Blue Sky Capital Consultants Group, Inc.
My Personal CFO, LLC
Peddock Capital Advisors, Llc
BlackRock, Inc.
Harbor Investment Advisory, Llc
My Legacy Advisors, LLC
Tudor Financial Inc.
Carlton Hofferkamp & Jenks Wealth Management, LLC
R. W. Roge & Company, Inc.
Anson Capital, Inc.
Royal Fund Management, LLC
Teamwork Financial Advisors, LLC
Clear Investment Research, Llc
Meridian Management Co
Quotient Wealth Partners, LLC
AllSquare Wealth Management LLC
Prosperity Consulting Group, LLC
Ridgewood Investments LLC
Clarity Financial LLC
Lynx Investment Advisory
Schechter Investment Advisors, LLC
Pitcairn Co
Mark Sheptoff Financial Planning, Llc
North Star Investment Management Corp.
Platform Technology Partners
Quest Investment Management Llc
Purkiss Capital Advisors LLC
Curbstone Financial Management Corp
Spears Abacus Advisors LLC
Cozad Asset Management Inc
Country Club Bank /gfn
MBE Wealth Management, LLC
Hikari Power Ltd
REDW Wealth LLC
Financial Engines Advisors L.L.C.
Harbor Asset Planning, Inc.
Seek First Inc.
Freestone Capital Holdings, LLC
Bogart Wealth, LLC
Paragon Financial Partners, Inc.
Wealth Management Associates, Inc.
Holistic Planning, LLC
Bank of New York Mellon Corp
Heritage Financial Services, LLC
Jfs Wealth Advisors, Llc
Keybank National Association/oh
Winthrop Capital Management, LLC
Nations Financial Group Inc, /ia/ /adv
Wealth Preservation Advisors, LLC
River Street Advisors LLC
Commerce Bank
Rappaport Reiches Capital Management, LLC
Newport Capital Group, LLC
Trellis Wealth Advisors LLC
Bowman & Co S.C.
Whittier Trust Co
Red Tortoise LLC
New Insight Wealth Advisors
Jackson, Grant Investment Advisers, Inc.
Cambridge Capital Management, Llc
J. W. Coons Advisors, LLC
Plan Group Financial, LLC
Trust Co
Tilson Financial Group, Inc.
Stonegate Investment Group, LLC
Wealthbridge Capital Management, Llc
XML Financial, LLC
Scott Capital Advisors, LLC
Horizon Investments, LLC
Arrowroot Family Office, LLC
MAI Capital Management
FSM Wealth Advisors, LLC
Eagle Strategies LLC
Paradigm Capital Management, LLC/NV
Sandbox Financial Partners, LLC
KDT Advisors, LLC
Richard C. Young & CO., LTD.
Gables Capital Management Inc.
Wealth Architects, LLC
Thrive Capital Management, LLC
Pinnacle Bancorp, Inc.
Portland Financial Advisors Inc
Sandy Cove Advisors, LLC
Mjp Associates Inc /adv
Tiaa Trust, National Association
Principal Securities, Inc.
Gw Henssler & Associates Ltd
VeraBank, N.A.
21 West Wealth Management LLC
Fedenia Advisers LLC
First Horizon Advisors, Inc.
Td Asset Management Inc
Vista Capital Partners, Inc.
Bridgewealth Advisory Group, LLC
Vermillion Wealth Management, Inc.
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
FSA Advisors, Inc.
Investment Advisory Group, LLC
Assetmark, Inc
Coastal Investment Advisors, Inc.
Colonial Trust Co / SC
Curran Financial Partners, LLC
Client 1st Advisory Group, Llc
Integrated Investment Consultants, LLC
Wetherby Asset Management Inc
Bfsg, Llc
Strategic Financial Partners, Ltd.
Mmbg Investment Advisors Co.
CWA Asset Management Group, LLC
Stablepoint Partners, LLC
Reyes Financial Architecture, Inc.
Marco Investment Management Llc
Genesis Private Wealth, Llc
Bradley Foster & Sargent Inc/ct
Quartz Partners, LLC
SigFig Wealth Management, LLC
Blodgett Wealth Advisors, Llc
Geneva Partners, LLC
First Manhattan Co
Northwestern Mutual Wealth Management Co
Cardinal Point Capital Management, ULC
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Johnson Financial Group, Inc.
First United Bank Trust/
Adviser Investments LLC
BRYN MAWR TRUST Co
Keeler & Nadler Financial Planning & Wealth Management
First National Trust Co
Tsfg, Llc
Tyler-Stone Wealth Management
Verdence Capital Advisors LLC
Columbus Macro, LLC
Burke & Herbert Bank & Trust Co
Great Diamond Partners, LLC
Bouchey Financial Group Ltd
Koesten, Hirschmann & Crabtree, INC.
Meridian Financial, LLC
Good Life Advisors, LLC
Moser Wealth Advisors, LLC
Exchange Traded Concepts, Llc
Fusion Capital, LLC
Pure Financial Advisors, Inc.
Valley National Advisers Inc
Insight Advisors, LLC/ PA
CoreCap Advisors, LLC
HB Wealth Management, LLC
RFG Advisory, LLC
Neuberger Berman Group LLC
SWS Partners
Summit Financial, LLC
Lodestar Private Asset Management Llc
Monument Group Wealth Advisors, LLC
McIlrath & Eck, LLC
Leigh Baldwin & Co., Llc
Rialto Wealth Management, LLC
Hickory Point Bank & Trust
Cahill Financial Advisors Inc
Buckingham Strategic Partners
Howard Capital Management Inc.
Kentucky Trust Co
Alesco Advisors Llc
Independence Bank of Kentucky
Creative Capital Management Investments LLC
CPA Asset Management LLC
WESPAC Advisors, LLC
True North Advisors, LLC
Indiana Trust & Investment Management CO
IHT Wealth Management, LLC
First National Advisers, LLC
Fortitude Family Office, LLC
Northcape Wealth Management, Llc
Oak Harvest Investment Services
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
Fortis Group Advisors, LLC
Winebrenner Capital Management Llc
Franklin Resources Inc
Cornell Pochily Investment Advisors, Inc.
Stifel Financial Corp
Badgley Phelps Wealth Managers, LLC
Seamount Financial Group Inc
Klingman & Associates, LLC
WealthPlan Investment Management, LLC
Marshall & Sterling Wealth Advisors Inc.
Caitlin John, LLC
Embree Financial Group
Channel Wealth Llc
SCS Capital Management LLC
ZynergyRetirementPlanningLLC
Mystic Asset Management, Inc.
Highline Wealth Partners Llc
Gerber Kawasaki Wealth & Investment Management
Chilton Capital Management Llc
Gateway Wealth Partners, LLC
Philadelphia Trust Co
Johnson Investment Counsel Inc
Cobler Capital Management, LLC
Financial Network Wealth Management LLC
Redhawk Wealth Advisors, Inc.
Compass Ion Advisors, LLC
Tower Research Capital LLC (TRC)
Glenview Trust Co
Susquehanna International Group, Llp
Strategic Wealth Designers
Savant Capital, LLC
Disciplined Investors, L.L.C.
Envestnet Portfolio Solutions, Inc.
Annandale Capital, LLC
Biltmore Family Office, LLC
Fmr Llc
U.S. Capital Wealth Advisors, LLC
Papp L Roy & Associates
Allianz Se
Garrett Investment Advisors LLC
Montz Harcus Wealth Management LLC
Proathlete Wealth Management Llc
Strategic Blueprint, LLC
MOKAN Wealth Management Inc.
Quest 10 Wealth Builders, Inc.
LifeSteps Financial, Inc.
Perkins Coie Trust Co
Financial Futures Ltd Liability Co.
Newton One Investments LLC
AlphaStar Capital Management, LLC
Semus Wealth Partners LLC
Atlas Legacy Advisors, LLC
360 Financial, Inc.
Smartleaf Asset Management LLC
SPC Financial, Inc.
Hippocratic Financial Advisors, LLC
Blair William & Co/il
EP Wealth Advisors, Inc.
Breakwater Capital Group
Taylor & Morgan Wealth Management, LLC
Sterling Capital Management LLC
Fragasso Group Inc.
Willis Johnson & Associates, Inc.
O'ROURKE & COMPANY, Inc
Provenance Wealth Advisors, LLC
Geneos Wealth Management Inc.
Nwam Llc
American Institute for Advanced Investment Management, LLP
Private Advisor Group, LLC
Harmony Asset Management Llc
Red Door Wealth Management, LLC
Bank Of America Corp /de/
Regal Investment Advisors LLC
Turning Point Benefit Group, Inc.
Martin Worley Group
Capital Group Private Client Services, Inc.
Savvy Advisors, Inc.
Lake Street Financial Llc
Eldridge Investment Advisors, Inc.
First Hawaiian Bank
Laurel Wealth Advisors LLC
Gamco Investors, Inc. Et Al
SlateStone Wealth, LLC
Blue Chip Partners, Inc.
West Michigan Advisors, Llc
Quantinno Capital Management LP
Security Financial Services, INC.
Leading Edge Financial Planning LLC
Belpointe Asset Management LLC
Mindset Wealth Management, Llc
CI Private Wealth, LLC
Sequoia Financial Advisors, LLC
Tableaux Llc
Second Line Capital, LLC
Park Avenue Securities Llc
Altfest L J & Co Inc
Next Level Wealth Planning, LLC
Stillwater Wealth Management Group
Mitchell & Pahl Private Wealth, Llc
CX Institutional
Capital Advisors, Ltd. LLC
Coordinated Financial Services, Inc.
Walleye Trading LLC
Unified Investment Management
Raymond James Financial Inc
Zuckerman Investment Group, LLC
Kathleen S. Wright Associates Inc.
Pinnacle Financial Partners Inc
Fifth Third Bancorp
Aqr Capital Management Llc
Blume Capital Management, Inc.
Condor Capital Management
Coston, McIsaac & Partners
Culbertson A N & Co Inc
West Financial Advisors, LLC
Etesian Wealth Advisors, Inc.
Pacitti Group Inc.
Aaron Wealth Advisors LLC
Manufacturers Life Insurance Company, The
Hanson & Doremus Investment Management
Sowell Financial Services LLC
UBS Group AG
Soltis Investment Advisors LLC
Evolution Advisers, Inc.
Potentia Wealth
Morse Asset Management, Inc
Hancock Whitney Corp
Holderness Investments Co
Anchor Investment Management, LLC
Libra Wealth Llc
Team Financial Group, LLC
Gibraltar Capital Management, Inc.
Vantage Financial Partners, LLC
Mid-American Wealth Advisory Group, Inc.
ORBA Wealth Advisors, L.L.C.
Abound Wealth Management
Talisman Wealth Advisors LLC
Pacific Center for Financial Services
Brio Consultants, LLC
Dahring | Cusmano Llc
Opinicus Capital, Inc.
Simon Quick Advisors, Llc
Catalytic Wealth RIA, LLC
Dakota Wealth Management
Agate Pass Investment Management, LLC
Strategic Wealth Partners, Ltd.
Janney Montgomery Scott LLC
Amussen Hunsaker Associates Llc
Parkworth Wealth Management, Inc.
Diversified Trust Co
Cobblestone Capital Advisors Llc /ny/
Peapack Gladstone Financial Corp
Arbor Wealth Advisors LLC
Novak & Powell Financial Services, Inc.
Tidemark, LLC
Williams Jones Wealth Management, LLC.
Nilsine Partners, LLC
Atria Investments Llc
GHP Investment Advisors, Inc.
Keystone Financial Group
Sofos Investments, Inc.
Sovran Advisors, LLC
Moisand Fitzgerald Tamayo, LLC
First Command Advisory Services, Inc.
Von Berge Wealth Management Group, LLC
King Luther Capital Management Corp
Princeton Global Asset Management LLC
Diversified Portfolios, Inc.
Scott & Selber, Inc.
United Community Bank
Carnegie Lake Advisors LLC
Curio Wealth, Llc
Daiwa Securities Group Inc.
GWM Advisors LLC
Captrust Financial Advisors
RiverFront Investment Group, LLC
Operose Advisors LLC
HBK Sorce Advisory LLC
Transform Wealth, LLC
Florida Financial Advisors, Llc
AA Financial Advisors, LLC
Midwest Trust Co
Relyea Zuckerberg Hanson LLC
ETF Store, Inc.
McNamara Financial Services, Inc.
Vicus Capital
3Chopt Investment Partners, LLC
Becker Capital Management Inc
Wealthspan Partners, Llc
Cascade Investment Advisors, Inc.
Mechanics Bank Trust Department
Strategic Investment Solutions, Inc. /IL
Concurrent Investment Advisors, LLC
Atlantic Trust, LLC
Sara-Bay Financial
Heritage Wealth Management, Inc.
CIBC Asset Management Inc
Chapin Davis, Inc.
Ascent Group, LLC
RMB Capital Management, LLC
Resources Investment Advisors, LLC.
Birch Hill Investment Advisors LLC
Fort Washington Investment Advisors Inc /oh/
Baird Financial Group, Inc.
Pacific Sun Financial Corp
Bragg Financial Advisors, Inc
Lbmc Investment Advisors, Llc
RIA Advisory Group LLC
Consultiva Wealth Management, Corp.
DiMeo Schneider & Associates, L.L.C.
Astoria Portfolio Advisors LLC.
Blue Fin Capital, Inc.
Mesirow Financial Investment Management, Inc.
Sterling Financial Planning, Inc.
Ameriflex Group, Inc.
Romano Brothers And Company
Duncker Streett & Co Inc
Eukles Asset Management
State Farm Mutual Automobile Insurance Co
Glen Eagle Advisors, LLC
Retirement Income Solutions, Inc
CRA Financial Services, LLC
C M Bidwell & Associates Ltd
BSW Wealth Partners
Novem Group
Old Port Advisors
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
Passive Capital Management, LLC.
Trust Co Of Toledo Na /oh/
John W. Brooker & Co., CPAs
Principle Wealth Partners Llc
Signaturefd, Llc
GLOBALT Investments LLC / GA
Briaud Financial Planning, Inc
Wolff Financial Management Llc
Acropolis Investment Management, LLC
AF Advisors, Inc.
Lebenthal Global Advisors, LLC
Twelve Points Wealth Management LLC
Grandview Asset Management LLC
Wsfs Capital Management, Llc
HCR Wealth Advisors
Newbridge Financial Services Group, Inc.
CORDA Investment Management, LLC.
Pointe Capital Management LLC
Koss-Olinger Consulting, LLC
Mitchell Mcleod Pugh & Williams Inc
Flagship Wealth Advisors, Llc
Paragon Private Wealth Management, LLC
Ibex Wealth Advisors
Ameliora Wealth Management Ltd.
Koshinski Asset Management, Inc.
Cahaba Wealth Management, Inc.
Center for Financial Planning, Inc.
ProVise Management Group, LLC
Intellectus Partners, LLC
Blue Bell Private Wealth Management, Llc
Mml Investors Services, Llc
D.a. Davidson & Co.
Berkshire Asset Management Llc/pa
Access Financial Services, Inc.
CVA Family Office, LLC
Financial Management Professionals, Inc.
Gwn Securities Inc.
Navigoe, LLC
Natixis Advisors, L.p.
Richards, Merrill & Peterson, Inc.
Wealthstar Advisors, Llc
Allen Capital Group, LLC
Pinnacle Wealth Management Advisory Group, LLC
Rakuten Securities, Inc.
tru Independence LLC
Next Capital Management LLC
Ackerman Capital Advisors, LLC
Schroder Investment Management Group
Atlas Capital Advisors Llc
Compass Financial Group, INC/SD
Charter Capital Management, LLC\DE
Goldstone Financial Group, LLC
Long Run Wealth Advisors, LLC
Courage Miller Partners, LLC
Northstar Group, Inc.
Ferguson Wellman Capital Management, Inc
Synovus Financial Corp
N.E.W. Advisory Services LLC
Vista Investment Management
Root Financial Partners, LLC
Essex Savings Bank
Horizon Investment Services, LLC
Matrix Asset Advisors Inc/ny
Aua Capital Management, Llc
Rosenberg Matthew Hamilton
Atlantic Edge Private Wealth Management, LLC
Founders Grove Wealth Partners, Llc
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
Chemistry Wealth Management LLC
North Capital, Inc.
Bristlecone Advisors, LLC
Requisite Capital Management, LLC
Investors Research Corp
Rossby Financial, LCC
Hilltop National Bank
Pinnacle Financial Group, LLC / IL
Halbert Hargrove Global Advisors, Llc
Wealth Dimensions Group, Ltd.
VSM Wealth Advisory, LLC
Heartwood Wealth Advisors LLC
Avant Financial Advisors LLC
Mather Group, Llc.
Tyche Wealth Partners LLC
USAdvisors Wealth Management, LLC
CFS Investment Advisory Services, LLC
Balanced Wealth Group Llc
Oak Hill Wealth Advisors, Llc
Lazari Capital Management, Inc.
Waldron Private Wealth LLC
Kingswood Wealth Advisors, Llc
Independent Wealth Network Inc.
Atria Wealth Solutions, Inc.
Spreng Capital Management, Inc.
Retirement Planning Co of New England, Inc.
Richard W. Paul & Associates, LLC
Summit Trail Advisors, Llc
Burns J W & Co Inc/ny
Highland Capital Management, Llc
SBI Securities Co., Ltd.
Signature Resources Capital Management, LLC
Great Valley Advisor Group, Inc.
Brown, Lisle/cummings, Inc.
Sax Wealth Advisors, Llc
Perfromance Wealth Partners, LLC
Ronald Blue Trust, Inc.
Howland Capital Management Llc
waypoint wealth counsel
Apollon Wealth Management, LLC
Riverbend Wealth Management, LLC
Hilltop Holdings Inc.
Barclays Plc
Financial Perspectives, Inc
Keebeck Wealth Management, LLC
Holistic Financial Partners
Qrg Capital Management, Inc.
Hallmark Capital Management Inc
Tanglewood Legacy Advisors, LLC
Greenline Partners, LLC
Nicolet Advisory Services, Llc
Carnegie Capital Asset Management, LLC
Financial Insights, Inc.
Brown Financial Advisory
Act Wealth Management, Llc
Jeppson Wealth Management, Llc
Better Money Decisions, LLC
Human Investing LLC
GAMMA Investing LLC
Liberty Capital Management, Inc.
Norden Group Llc
Westbourne Investment Advisors, Inc.
Pnc Financial Services Group, Inc.
Montag A & Associates Inc
Hm Payson & Co
Everett Harris & Co /ca/
Orion Portfolio Solutions, LLC
Glassman Wealth Services
Kagan Cocozza Asset Management
Visionary Wealth Advisors
Armstrong Advisory Group, Inc
DiNuzzo Private Wealth, Inc.
Measured Wealth Private Client Group, LLC
Smith, Moore & Co.
Concord Asset Management, LLC/VA
Madrona Financial Services, LLC
Twin Focus Capital Partners, Llc
Sentinus, LLC
NewSquare Capital LLC
Advisory Alpha, LLC
First Trust Advisors Lp
Vista Wealth Management Group, LLC
Schubert & Co
Elevate Wealth Advisory, Inc
Obsidian Personal Planning Solutions LLC
MODRX - WisdomTree Digital Trust - WisdomTree Siegel Moderate Digital Fund
First National Bank of Mount Dora, Trust Investment Services
Elgethun Capital Management
Centricity Wealth Management, LLC
Skopos Labs, Inc.
Roxbury Financial LLC
Kmg Fiduciary Partners, Llc
Td Private Client Wealth Llc
Davidson Trust Co
Capital Analysts, Inc.
Castle Wealth Management Llc
HBW Advisory Services LLC
Waypoint Wealth Partners Inc.
Wealth Alliance
Sanibel Captiva Trust Company, Inc.
Global Strategic Investment Solutions, LLC
GeoWealth Management, LLC
Missouri Trust & Investment Co
Manning & Napier Advisors Llc
Kennebec Savings Bank
ORG Partners LLC
Wedmont Private Capital
Voya Financial Advisors, Inc.
Monticello Wealth Management, Llc
Sightline Wealth Advisors, LLC
Foundations Investment Advisors, LLC
Gunma Bank,Ltd.
MGB Wealth Management, LLC
Smithfield Trust Co
Sageworth Trust Co
Stephens Consulting, LLC
Oxler Private Wealth LLC
FSA Wealth Management LLC
Associated Banc-corp
FRG Family Wealth Advisors LLC
Snider Financial Group
Mirae Asset Global Investments Co., Ltd.
Home Federal Bank Of Tennessee
Dougherty Wealth Advisers LLC
Harvest Investment Services, LLC
Princeton Capital Management Llc
Presilium Private Wealth, Llc
Grandfield & Dodd, Llc
MONECO Advisors, LLC
Watts Gwilliam & Co., LLC
Davis Capital Management
RMR Capital Management, LLC
Western Wealth Management, LLC
Atomi Financial Group, Inc.
Gotham Asset Management, LLC
Montis Financial, LLC
Farther Finance Advisors, LLC
Archford Capital Strategies, LLC
Market Street Wealth Management Advisors Llc
Jackson Wealth Management, LLC
Fiduciary Group LLC
Uptown Financial Advisors LLC
Integrity Alliance, Llc.
Smith & Howard Wealth Management, LLC
Howard Wealth Management, Llc
M.e. Allison & Co., Inc.
Bell Bank
Consolidated Portfolio Review Corp
Capital City Trust Co/fl
Graypoint LLC
Us Bancorp \de\
Opal Wealth Advisors, LLC
LaFleur & Godfrey LLC
Fsb Premier Wealth Management, Inc.
Pineridge Advisors LLC
Rise Advisors, LLC
Prospect Financial Services LLC
Parallel Advisors, LLC
Richwood Investment Advisors, LLC
Betterment LLC
PKS Advisory Services, LLC
PAX Financial Group, LLC
Hirtle Callaghan & Co LLC
Russell Investments Group, Ltd.
KG&L Capital Management,LLC
Plante Moran Financial Advisors, LLC
Bank Of Hawaii
Ambassador Advisors, LLC
Wedbush Securities Inc
Summit Wealth Partners, LLC
Highland Financial Advisors, LLC
First National Bank Sioux Falls
MeadowBrook Investment Advisors LLC
Wells Fargo & Company/mn
Westbourne Investments, Inc.
KFA Private Wealth Group, LLC
J2 Capital Management Inc
Lane & Associates LLC
Kfg Wealth Management, Llc
Parsons Capital Management Inc/ri
PFG Investments, LLC
Wilkins Miller Wealth Management, LLC
Paladin Advisory Group, LLC
626 Financial, LLC
Coco Enterprises, LLC
Tme Financial, Inc.
Royal Bank Of Canada
Western Pacific Wealth Management, LP
Simplex Trading, Llc
Apella Capital, LLC
Byrne Asset Management LLC
Dunhill Financial, LLC
Cathy Pareto & Associates, Inc
Foster Victor Wealth Advisors, LLC
AE Wealth Management LLC
Hickory Asset Management, Inc.
Brighton Jones Llc
Cornerstone Advisory, LLC
Journey Strategic Wealth Llc
Petix & Botte Co
Financial Freedom, LLC
Latitude Advisors, LLC
Tradition Wealth Management, LLC
Cape Investment Advisory, Inc.
Colony Family Offices, LLC
Fonville Wealth Management LLC
Retirement Wealth Solutions LLC
Keudell/Morrison Wealth Management
Heritage Wealth Advisors
SageView Advisory Group, LLC
Victory Financial Group, Llc
Transce3nd, LLC
AssuredPartners Investment Advisors, LLC
Pettinga Financial Advisors, LLC
Bank of New Hampshire
Financial Advocates Investment Management
Spire Wealth Management
McGlone Suttner Wealth Management, Inc.
Ausdal Financial Partners, Inc.
Kingsview Wealth Management, LLC
Deutsche Bank Ag\
Vannoy Advisory Group, Inc.
EQTYX - WisdomTree Digital Trust - WisdomTree Siegel Global Equity Digital Fund
Northstar Asset Management Llc
Brown Advisory Inc
Mpwm Advisory Solutions, Llc
Mogy Joel R Investment Counsel Inc
Planning Directions Inc
Wimmer Associates 1, Llc
Delta Asset Management Llc/tn
Crewe Advisors LLC
Fort Sheridan Advisors Llc
Spectrum Wealth Counsel, LLC
Bartlett & Co. Wealth Management Llc
Allen Investment Management LLC
Capital Square, LLC
Calton & Associates, Inc.
Redwood Investment Management, Llc
Rossmore Private Capital
Woodmont Investment Counsel Llc
Wealth Enhancement Advisory Services, Llc
Manchester Capital Management LLC
Ariston Services Group
Advisor Group Holdings, Inc.
Legacy Private Trust Co.
Morris Financial Concepts, Inc.
Golden State Wealth Management, LLC
Portside Wealth Group, LLC
Greenwich Wealth Management LLC
Hofer & Associates. Inc
Chaney Capital Management, Inc.
Dai-Ichi Life Insurance Company, Ltd
Graney & King, LLC
Jones Financial Companies Lllp
Goldman Sachs Group Inc
Trustmark National Bank Trust Department
Mayflower Financial Advisors, LLC
Logan Capital Management Inc
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
Summa Corp.
Coastwise Capital Group, LLC
Ulland Investment Advisors, LLC
Warren Averett Asset Management, LLC
Financial Connections Group, Inc.
Trilogy Capital Inc.
Red Crane Wealth Management, Llc
Twele Capital Management, Inc.
Investment Research & Advisory Group, Inc.
BIP Wealth, LLC
Stratos Wealth Partners, LTD.
Noble Wealth Management PBC
Boston Private Wealth Llc
Fundamentun, Llc
Fisher Asset Management, LLC
Tanager Wealth Management LLP
Alpine Bank Wealth Management
Canandaigua National Bank & Trust Co
Laraway Financial Inc
One Day In July LLC
First PREMIER Bank
Sage Rhino Capital Llc
Safe Harbor Fiduciary, LLC
Wealthcare Advisory Partners LLC
Cura Wealth Advisors, Llc
PrairieView Partners, LLC
Trinity Financial Advisors LLC
Reliant Investment Partners, LLC
Triumph Capital Management
Dumont & Blake Investment Advisors Llc
City Holding Co
MBA Advisors LLC
Dearborn Partners Llc
Rebalance, Llc
Helen Stephens Group, LLC
Topsail Wealth Management, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Atticus Wealth Management, Llc
Telos Capital Management, Inc.
Prospera Financial Services Inc
Sterling Wealth Management, Inc.
Fiduciary Alliance LLC
Firestone Capital Management
Coldstream Capital Management Inc
Sandy Spring Bank
Roundview Capital LLC
Ballast Advisors Llc
GFG Capital, LLC
Coordinated Financial Services, Inc./CO
Hurley Capital, LLC
Mezzasalma Advisors, LLC
Gradient Capital Advisors, LLC
Investment Management Corp /va/ /adv
Milestone Asset Management Group, LLC
Fortress Wealth Group, LLC
Park Square Financial Group, LLC
LFA - Lugano Financial Advisors SA
Verity & Verity, LLC
Options Solutions, Llc
Kestra Private Wealth Services, Llc
Unison Advisors LLC
Old National Bancorp /in/
Creative Planning
Wealth Management Strategies, Inc.
Key FInancial Inc
NFP Retirement, Inc.
Cutler Investment Counsel Llc
Exencial Wealth Advisors, Llc
UNIVEST FINANCIAL Corp
Bailard, Inc.
Wealth Management Partners, LLC
Mallini Complete Financial Planning LLC
Circle Wealth Management, LLC
Kanawha Capital Management Llc
Vermillion & White Wealth Management Group, LLC
AIMZ Investment Advisors, LLC
TrueWealth Advisors, LLC
Smallwood Wealth Investment Management, LLC
Walkner Condon Financial Advisors LLC
First County Bank /CT/
Ayalon Holdings Ltd.
Kimelman & Baird, LLC
Dodds Wealth, LLC
Bay Rivers Group
Integrated Wealth Concepts LLC
Redmont Wealth Advisors Llc
Evanson Asset Management, LLC
Richardson Financial Services Inc.
First Merchants Corp
Integrated Advisors Network LLC
Cyndeo Wealth Partners, LLC
Rockland Trust Co
Pittenger & Anderson Inc
Cary Street Partner Investment Advisory Llc
Asset Allocation Strategies LLC
Syntegra Private Wealth Group, LLC
Change Path, LLC
Ieq Capital, Llc
Private Capital Management, LLC
Clark Asset Management, LLC
Thrivent Financial For Lutherans
Pinnacle Associates Ltd
Single Point Partners, LLC
Northeast Financial Consultants Inc
Idaho Trust Bank
Independent Advisor Alliance
Resources Management Corp /ct/ /adv
TCG Advisory Services, LLC
Values Added Financial LLC
Heritage Family Offices, LLP
Brookwood Investment Group LLC
Gen-Wealth Partners Inc
Angeles Wealth Management, Llc
Ally Invest Advisors Inc.
Grove Bank & Trust
PDS Planning, Inc
Larson Financial Group LLC
Seneca Financial Advisors LLC
Montecito Bank & Trust
IAG Wealth Partners, LLC
Milestone Investment Advisors LLC
Charles Schwab Trust Co
Nicholas Hoffman & Company, LLC.
Childress Capital Advisors, Llc
Weik Capital Management
Sonata Capital Group Inc
Tennessee Valley Asset Management Partners
United Advisor Group, LLC
Signature Estate & Investment Advisors Llc
Clarity Capital Advisors, LLC
Guerra Advisors Inc
Stokes Family Office, LLC
Dravo Bay Llc
Nbt Bank N A /ny
Pennington Partners & Co., Llc
Modera Wealth Management, LLC
Main Street Financial Solutions, LLC
Frisch Financial Group, Inc.
Sage Capital Management, LLC
Aspire Capital Advisors LLC
ORG Wealth Partners, LLC
McClarren Financial Advisors, Inc.
Nemes Rush Group LLC
Patton Albertson Miller Group, Llc
Sage Capital Advisors,llc
Stone House Investment Management, LLC
Armis Advisers, LLC
Johnson Bixby & Associates, LLC
L.K. Benson & Company, P.C.
Financial Network Wealth Advisors LLC
Sigma Planning Corp
Rezny Wealth Management, Inc.
Fortitude Advisory Group L.L.C.
Midwest Financial Group LLC
Rsm Us Wealth Management Llc
Cheviot Value Management, LLC
TBH Global Asset Management, LLC
Fft Wealth Management Llc
Auour Investments LLC
Chatham Capital Group, Inc.
Register Financial Advisors LLC
Semmax Financial Advisors Inc.
Ritter Daniher Financial Advisory LLC / DE
Comerica Bank
Nova Wealth Management, Inc.
McAdam, LLC
Farmers & Merchants Investments Inc
Global Retirement Partners, LLC
Kcm Investment Advisors Llc
Tower View Investment Management & Research LLC
High Falls Advisors, Inc
Accredited Wealth Management, LLC
Verus Capital Partners, Llc
Quadcap Wealth Management, LLC
Hubbell Strickland Wealth Management, LLC
Capital Advantage, Inc.
StoneX Group Inc.
Creative Financial Designs Inc /adv
Archetype Wealth Partners
Signature Securities Group Corporation
Liberty Square Wealth Partners Llc
Pekin Hardy Strauss, Inc.
Diversify Wealth Management, Llc
Tripletail Wealth Management, LLC
Bordeaux Wealth Advisors LLC
Bellevue Asset Management, Llc
Westmount Partners, LLC
First Wilshire Securities Management Inc
Texas Bank & Trust Co
Rockefeller Capital Management L.P.
GenTrust, LLC
BLB&B Advisors, LLC
GM Advisory Group, Inc.
OMNI 360 Wealth, Inc.
Luminist Capital LLC
West Bancorporation Inc
Essex Financial Services, Inc.
Thoroughbred Financial Services, Llc
Mount Yale Investment Advisors, LLC
Intrua Financial, LLC
Optivise Advisory Services LLC
Lindbrook Capital, Llc
Arcataur Capital Management LLC
Capital Advisors Wealth Management, LLC
Diversify Advisory Services, LLC
Avion Wealth
Yukon Wealth Management, Inc.
First American Trust, Fsb
J.Safra Asset Management Corp
Penney Financial, LLC
OneAscent Financial Services LLC
Aspiriant, Llc
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
Congress Wealth Management LLC / DE /
Brick & Kyle, Associates
Mv Capital Management, Inc.
Smith Chas P & Associates Pa Cpas
West Branch Capital LLC
Arlington Financial Advisors, LLC
Pfc Capital Group, Inc.
Putney Financial Group LLC
Saxony Capital Management, LLC
Stonebridge Financial Group, LLC
Infinity Wealth Counsel, LLC
WNY Asset Management, LLC
Centennial Bank/AR/
Boston Family Office Llc
Beacon Financial Advisory LLC
Whalerock Point Partners, Llc
Advisors Capital Management, LLC
Bay Harbor Wealth Management, LLC
Pensionmark Financial Group, Llc
Silverlake Wealth Management Llc
Wood Tarver Financial Group, LLC
Asset Allocation & Management Company, LLC
Keystone Financial Group, Inc.
Rockbridge Investment Management, LCC
Armbruster Capital Management, Inc.
EverSource Wealth Advisors, LLC
CAPROCK Group, Inc.
Garden State Investment Advisory Services LLC
Huntleigh Advisors, Inc.
Kestra Investment Management, LLC
Townsquare Capital Llc
Armor Investment Advisors, LLC
Charter Oak Capital Management, LLC
Capital A Wealth Management, LLC
Private Trust Co Na
Resonant Capital Advisors, LLC
Citigroup Inc
Aegis Wealth Management LLC
Kapstone Financial Advisors LLC
Fluent Financial, LLC
Private Client Services, Llc
Edge Financial Advisors LLC
Kerntke Otto McGlone Wealth Management Group
Marquette Asset Management, LLC
TCTC Holdings, LLC
Climber Capital SA
Ti-trust, Inc
Winch Advisory Services, LLC
Avantax Advisory Services, Inc.
Ipsen Advisor Group LLC
B.O.S.S. Retirement Advisors, LLC
Wiley Bros.-aintree Capital, Llc
Evergreen Wealth Management, LLC
Berkeley Capital Partners, LLC
Wellington Management Group Llp
Allianz Asset Management GmbH
Covestor Ltd
Centurion Wealth Management LLC
SNS Financial Group, LLC
Aviance Capital Partners, LLC
Twin Peaks Wealth Advisors, LLC
Weitzel Financial Services, Inc.
CNB Bank
Midwest Capital Advisors, LLC
Ptm Wealth Management, Llc
Valley Forge Investment Consultants Inc Adv
Cassaday & Co Wealth Management LLC
Hazlett, Burt & Watson, Inc.
Investmark Advisory Group LLC
Paces Ferry Wealth Advisors, Llc
Stephens Inc /ar/
Ffg Retirement Advisors Llc
Wescott Financial Advisory Group, LLC
Fingerlakes Wealth Management, Inc.
Investor's Fiduciary Advisor Network, LLC
Stuart Chaussee & Associates, Inc.
Brown Brothers Harriman & Co
Ade, Llc
New Covenant Trust Company, N.A.
Ofc Financial Planning, Llc
Mercer Global Advisors Inc /adv
SOL Capital Management CO
Cornerstone Wealth Group, LLC
Clarity Wealth Advisors, LLC
Miracle Mile Advisors, LLC
Fortem Financial Group, Llc
Federation des caisses Desjardins du Quebec
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Strengthening Families & Communities, LLC
MWA Asset Management
LJI Wealth Management, LLC
WPG Advisers, LLC
Cedar Wealth Management, LLC
Keystone Global Partners, LLC
Mittelman Wealth Management
Prosperity Planning, Inc.
Elios Financial Group Inc.
WealthPLAN Partners, LLC
Cornerstone Advisors Asset Management, Inc
Ledyard National Bank
InvesTrust
Procyon Private Wealth Partners, LLC
Cooper Financial Group
LexAurum Advisors, LLC
Total Investment Management Inc
Apeiron RIA LLC
SOUTH STATE Corp
Delta Financial Group, Inc.
Advance Capital Management, Inc.
NorthRock Partners, LLC
Kraft, Davis & Associates, LLC
Wealthspire Advisors, LLC
MBM Wealth Consultants, LLC
Richardson Capital Management LLC
Silicon Valley Capital Partners
Sonora Investment Management Group, LLC
Benjamin Edwards Inc
WASHINGTON TRUST Co
Truvestments Capital Llc
NWF Advisory Services Inc.
Breakwater Investment Management
HighTower Advisors, LLC
Opes Wealth Management LLC
Arthur M. Cohen & Associates, Llc
RHS Financial, LLC
Seacrest Wealth Management, Llc
Clearview Wealth Advisors LLC
Kovitz Investment Group Partners, LLC
Mosaic Family Wealth Partners, Llc
FourThought Financial Partners, LLC
Tepp RIA, LLC
Hartford Financial Management Inc.
Family Wealth Group, LLC
Jackson Hole Capital Partners, LLC
Semitam Bonam Llc
New Millennium Group LLC
Moors & Cabot, Inc.
Revisor Wealth Management LLC
Olistico Wealth, LLC
Founders Financial Securities Llc
Christensen, King & Associates Investment Services, Inc.
Sage Mountain Advisors LLC
Brooks, Moore & Associates, Inc.
RDA Financial Network
Tacita Capital Inc
Flywheel Private Wealth LLC
Aptus Capital Advisors, LLC
Siligmueller & Norvid Wealth Advisors LLC
Snowden Capital Advisors LLC
Wealth Effects Llc
Certified Advisory Corp
5T Wealth, LLC
DeDora Capital, Inc.
Zhang Financial LLC
MA Private Wealth
Putnam Fl Investment Management Co
Cornerstone Wealth Management, LLC
J.w. Cole Advisors, Inc.
Birchcreek Wealth Management, LLC
Acorn Wealth Advisors, LLC
Clifford Swan Investment Counsel Llc
RWM Asset Management, LLC
Barry Investment Advisors, LLC
Ritholtz Wealth Management
Sterling Wealth Advisors Inc
Tompkins Financial Corp
Hartland & Co., LLC
Graves-Light Private Wealth Management, Inc.
Evermay Wealth Management Llc
Oxford Financial Group Ltd
Arkfeld Wealth Strategies, L.L.C.
GK Wealth Management LLC
Pathstone Holdings, LLC
Ironsides Asset Advisors, LLC
WCG Wealth Advisors LLC
Advisor OS, LLC
Jaffetilchin Investment Partners, LLC
New England Asset Management Inc
Hengehold Capital Management Llc
G2 Capital Management, Llc / Oh
Wealth Management Nebraska
Thomasville National Bank
MY Wealth Management Inc.
Elevated Capital Advisors, LLC
Northwest Financial Advisors
Interactive Financial Advisors
Mitchell Sinkler & Starr/pa
American Money Management, LLC
Northwest Capital Management Inc
Orion Capital Management LLC
Capstone Wealth Management Group, Llc
Compass Investment Advisers LLC
Poehling Capital Management, LLC
Campbell Deegan Wealth Management, LLC
SOA Wealth Advisors, LLC.
Washington Trust Advisors, Inc.
Ironwood Wealth Management, Inc.
Hayek Kallen Investment Management
Facet Wealth, Inc.
Fca Corp /tx
First Citizens Asset Management, Inc.
Sky-mountain Capital Management, Inc.
Hanover Advisors Inc
Maseco Llp
Dentgroup LLC
Horrell Capital Management, Inc.
Murphy, Middleton, Hinkle & Parker, Inc.
Optima Capital Llc
Laffer Investments
Invictus Private Wealth, Llc
Sage Financial Management Group, Inc.
Peachtree Investment Partners, LLC
Hrc Wealth Management, Llc
Oxinas Partners Wealth Management LLC
Planning Center, Inc.
Capital Advisors Inc/ok
Bell Investment Advisors, Inc
Headland Capital, LLC
Advisory Services Network, LLC
First Citizens Bank & Trust Co
Kovack Advisors, Inc.
Welch Group, LLC
Per Stirling Capital Management, LLC.
Strategic Financial Concepts, LLC
Yarger Wealth Strategies, Llc
Agf Management Ltd
Wetzel Investment Advisors, Inc.
Employees' Retirement Fund of the City of Fort Worth
Meriwether Wealth & Planning, LLC
Axxcess Wealth Management, Llc
Regions Financial Corp
Clarus Group, Inc.
Sather Financial Group Inc
BKD Wealth Advisors, LLC
Vestmark Advisory Solutions, Inc.
Mainsail Asset Management, Llc
Unconventional Investor, LLC
Truist Financial Corp
Rothschild Investment Llc
Inspirion Wealth Advisors, Llc
Mayport, Llc
Veridan Wealth LLC
Mason Investment Advisory Services, Inc.
Tradewinds Capital Management, LLC
Croban
Guyasuta Investment Advisors Inc
Southern Farm Bureau Life Insurance
Fourth Dimension Wealth, LLC
Lcnb Corp
Continuum Advisory, LLC
Triad Wealth Partners, LLC
Friday Financial
Flaharty Asset Management, LLC
Oregon Pacific Wealth Management, LLC
Evolution Wealth Management Inc.
Colony Group, LLC
Select Asset Management & Trust
Westfuller Advisors, LLC
Texas Capital Bank Wealth Management Services Inc
Pacific Capital Wealth Advisors, Inc
Oppenheimer & Co Inc
Empower Advisory Group, LLC
Capital Investment Advisory Services, LLC
Nbc Securities, Inc.
Barnes Dennig Private Wealth Management LLC
IFG Advisory, LLC
Other Listings
MX:VYM
GB:0LMF
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