ACWI / iShares Trust - iShares MSCI ACWI ETF - Net Long/Short Value

iShares Trust - iShares MSCI ACWI ETF
US ˙ NasdaqGM ˙ US4642882579

ACWI / iShares Trust - iShares MSCI ACWI ETF - Net Long/Short Value
Den här sidan ger nettovärderingarna långa/korta för varje institutionellt innehav som rapporterats via 13F- eller NPORT-anmälningar. För att beräkna nettolångt/kortt värde adderar vi aktievärdet till köpoptionsvärdet och subtraherar säljoptionsvärdet. Fonder som rapporterar kortlånade positioner kommer att rapportera aktievärden som negativa. Långa nettopositioner kommer att ha positiva siffror i kolumnen netto lång/kort, och korta nettopositioner kommer att ha negativa värden i den kolumnen.
Ägare Eget kapitalvärde
($1000)
Call värde
($1000)
Put värde
($1000)
Net Long/Short
($1000)
Hollencrest Capital Management
Maseco Llp
Creative Planning
Pnc Financial Services Group, Inc.
Glenmede Investment Management, LP
Union Bancaire Privee, UBP SA
Henrickson Nauta Wealth Advisors, Inc.
Tower Research Capital LLC (TRC)
Keel Point, LLC
LGT Financial Advisors LLC
Chesley Taft & Associates LLC
Wcm Investment Management, Llc
Wellington Management Group Llp
First Hawaiian Bank
Vista Capital Partners, Inc.
Alhambra Investment Partners LLC
Beacon Pointe Advisors, LLC
Birchbrook, Inc.
Avidian Wealth Solutions, LLC
Jennison Associates Llc
Magnolia Capital Management Ltd
Whittier Trust Co
Brown Advisory Inc
Equitable Holdings, Inc.
Midwest Heritage Bank, FSB
Wetherby Asset Management Inc
Pettyjohn, Wood & White, Inc
Veridan Wealth LLC
RiverTree Advisors, LLC
Nottingham Advisors, Inc.
CNB Bank
Harvest Fund Management Co., Ltd
Arlington Trust Co LLC
Ifrah Financial Services, Inc.
Asset Dedication, LLC
PFW Advisors LLC
Bank of Jackson Hole Trust
Garde Capital, Inc.
M&t Bank Corp
Huntington National Bank
Friedenthal Financial
Oldfather Financial Services, LLC
Cidel Asset Management Inc
Ntv Asset Management Llc
Barings Llc
Courage Miller Partners, LLC
FSA Wealth Management LLC
Rsm Us Wealth Management Llc
Stephens Inc /ar/
Regatta Capital Group, Llc
Ruggaard & Associates LLC
Alpha Cubed Investments, LLC
Modern Wealth Management, LLC
Bremer Bank National Association
Leo Wealth, LLC
Jane Street Group, Llc
Sepio Capital, LP
Prime Capital Investment Advisors, LLC
Synovus Financial Corp
Ballentine Partners, LLC
DiNuzzo Private Wealth, Inc.
FSAWX - Fidelity Greenwood Street Trust - Fidelity SAI Convertible Arbitrage Fund
Tortoise Investment Management, LLC
Able Wealth Management LLC
Capital Investment Advisory Services, LLC
Palisade Asset Management, LLC
Joel Isaacson & Co., LLC
Wells Fargo & Company/mn
Bulltick Wealth Management, LLC
Evoke Wealth, Llc
Client 1st Advisory Group, Llc
Pictet North America Advisors SA
Granger Management LLC
Financial Advisory Service, Inc.
Windsor Advisory Group, LLC
Betterment LLC
Monetary Management Group Inc
Bessemer Group Inc
Gries Financial Llc
Toronto Dominion Bank
Bank Hapoalim Bm
Capital Investment Advisors, LLC
Dorsey & Whitney Trust CO LLC
American Trust
Landing Point Financial Group, LLC
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
Joseph Group Capital Management
Moran Wealth Management, LLC
RDA Financial Network
AE Wealth Management LLC
IFC Advisors LLC
Circle Wealth Management, LLC
Summit Financial, LLC
Peak Financial Management, Inc.
Financial Enhancement Group LLC
Shepherd Kaplan Krochuk, Llc
Seven Post Investment Office LP
Kestra Investment Management, LLC
Gotham Asset Management, LLC
Summit Financial Strategies, Inc.
Hancock Whitney Corp
Rathbone Brothers plc
Aaron Wealth Advisors LLC
EP Wealth Advisors, Inc.
Hemington Wealth Management
Mather Group, Llc.
Schroder Investment Management Group
Stock Yards Bank & Trust Co
Citadel Advisors Llc
Warburton Capital Management, LLC
Madrona Financial Services, LLC
Silicon Valley Capital Partners
Breakwater Investment Management
Kcm Investment Advisors Llc
Ayalon Holdings Ltd.
Gutierrez Wealth Advisory, LLC
Snowden Capital Advisors LLC
United Capital Financial Advisers, Llc
Capasso Planning Partners LLC
Secure Asset Management, LLC
New Capital Management LP
Peregrine Asset Advisers, Inc.
McKinley Carter Wealth Services, Inc.
Wealth Architects, LLC
Financial Management Professionals, Inc.
Summit Wealth Partners, LLC
Ballew Advisors, Inc
Battery Global Advisors, LLC
RFG Advisory, LLC
Nomura Asset Management Co Ltd
Midwestern Financial, LLC /IA
Moneda S.A. Administradora General de Fondos
Colony Group, LLC
Boston Private Wealth Llc
Private Advisor Group, LLC
Allworth Financial LP
Ritter Daniher Financial Advisory LLC / DE
Equitable Trust Co
Cambridge Associates Llc /ma/ /adv
St. Louis Trust Co
Astoria Strategic Wealth, Inc.
Brinker Capital Investments, LLC
Longview Financial Advisors LLC
Hackensack Meridian Health, Inc.
Abound Wealth Management
Commonwealth Equity Services, Llc
Austin Wealth Management, LLC
Wealthfront Advisers Llc
Plan Group Financial, LLC
NavPoint Financial, Inc.
Empirical Finance, LLC
Rakuten Securities, Inc.
Signaturefd, Llc
St Germain D J Co Inc
Chevy Chase Trust Holdings, Inc.
Sapient Capital Llc
Blue Edge Capital, LLC
Port Capital LLC
Ieq Capital, Llc
Pacifica Partners Inc.
McNamara Financial Services, Inc.
Old Mission Capital Llc
Winthrop Advisory Group LLC
Sequent Asset Management, LLC
K.J. Harrison & Partners Inc
PAX Financial Group, LLC
Chicago Partners Investment Group LLC
Beirne Wealth Consulting Services, LLC
Voya Investment Management Llc
Inscription Capital, LLC
Level Four Advisory Services, Llc
DORVAL Corp
Nyl Investors Llc
Envestnet Portfolio Solutions, Inc.
Fifth Third Bancorp
Icon Advisers Inc/co
American Capital Advisory, LLC
Keybank National Association/oh
Migdal Insurance & Financial Holdings Ltd.
Valley National Advisers Inc
Schrum Private Wealth Management LLC
PineBridge Investments, L.P.
Hm Payson & Co
IAG Wealth Partners, LLC
Sunflower Bank, N.A.
Brightwater Advisory LLC
Phoenix Holdings Ltd.
Genesis Wealth Advisors, LLC
Adviser Investments LLC
Rather & Kittrell, Inc.
Advisory Alpha, LLC
Tfo-tdc, Llc
Rehmann Capital Advisory Group
Squarepoint Ops LLC
BIP Wealth, LLC
Visionary Wealth Advisors
BOK Financial Private Wealth, Inc.
Paradigm Financial Partners, Llc
Waddell & Associates, Llc
Haverford Trust Co
CoreCap Advisors, LLC
Allie Family Office LLC
Modera Wealth Management, LLC
Fiduciary Trust Co
Strategic Blueprint, LLC
Metis Global Partners, LLC
CI Private Wealth, LLC
Lido Advisors, LLC
Polen Capital Management Llc
Mutual Advisors, LLC
DSG Capital Advisors, LLC
Bailard, Inc.
Cary Street Partners Financial Llc
DT Investment Partners, LLC
Stifel Financial Corp
SC&H Financial Advisors, Inc.
Birnam Oak Advisors, LP
Royal Bank Of Canada
UBS Group AG
Commerce Bank
Wesbanco Bank Inc
Skopos Labs, Inc.
Mml Investors Services, Llc
Qube Research & Technologies Ltd
Frank, Rimerman Advisors LLC
Lee Danner & Bass Inc
ICONIQ Capital, LLC
Sierra Capital LLC
Putnam Fl Investment Management Co
Bricktown Capital, LLC
Belmont Capital, LLC
Rossmore Private Capital
Annandale Capital, LLC
Provenance Wealth Advisors, LLC
Causeway Capital Management Llc
LPL Financial LLC
Nbc Securities, Inc.
Millstone Evans Group, LLC
Total Investment Management Inc
Manchester Capital Management LLC
TD Capital Management LLC
TKG Advisors, LLC
Strategic Wealth Partners, Ltd.
Mesirow Financial Investment Management, Inc.
Clear Investment Research, Llc
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A
Orin Green Financial, LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Cedar Wealth Management, LLC
Rector, Church-wardens & Vestrymen Of Trinity Church In The City Of New-york
Banco Bilbao Vizcaya Argentaria, S.a.
Morgan Stanley
Verum Partners LLC
Rockefeller Capital Management L.P.
Verger Capital Management LLC
Nations Financial Group Inc, /ia/ /adv
Greykasell Wealth Strategies, Inc.
Hirtle Callaghan & Co LLC
Redwood Investment Management, Llc
Td Private Client Wealth Llc
Consultiva Wealth Management, Corp.
GM Advisory Group, Inc.
Clarius Group, LLC
GenTrust, LLC
Costello Asset Management, INC
Millennium Management Llc
Private Wealth Asset Management, LLC
Voya Infrastructure, Industrials & Materials Fund
Horizon Investments, LLC
Dimension Capital Management Llc
Sentinel Trust Co Lba
Wellspring Financial Advisors, LLC
Wealth Enhancement Advisory Services, Llc
Garrett Investment Advisors LLC
LRI Investments, LLC
Strategic Family Wealth Counselors, L.L.C.
Compass Investment Advisers LLC
LexAurum Advisors, LLC
HighMark Wealth Management LLC
Crewe Advisors LLC
MTM Investment Management, LLC
Baird Financial Group, Inc.
Clearview Wealth Advisors LLC
Avantax Advisory Services, Inc.
Harel Insurance Investments & Financial Services Ltd.
J.w. Cole Advisors, Inc.
Atlantic Edge Private Wealth Management, LLC
AMG National Trust Bank
IFP Advisors, Inc
Warren Averett Asset Management, LLC
Provident Wealth Management, LLC
MRP Capital Investments, LLC
Citigroup Inc
Ameriprise Financial Inc
Three Bridge Wealth Advisors, LLC
Balboa Wealth Partners
Stratos Wealth Partners, LTD.
Leavell Investment Management, Inc.
Advisor OS, LLC
SJS Investment Consulting Inc.
Regions Financial Corp
Harding Loevner Lp
Wedbush Securities Inc
Eagle Strategies LLC
Financial Engines Advisors L.L.C.
Atlas Legacy Advisors, LLC
Cetera Investment Advisers
Susquehanna International Group, Llp
Sava Infond d.o.o.
John W. Brooker & Co., CPAs
Financial Council Asset Management Inc
Operose Advisors LLC
Eight 31 Financial Llc
SRS Capital Advisors, Inc.
American National Bank
Vermillion & White Wealth Management Group, LLC
Anchor Investment Management, LLC
Principal Securities, Inc.
Morris Financial Concepts, Inc.
Jones Financial Companies Lllp
Wescott Financial Advisory Group, LLC
Centaurus Financial, Inc.
Ameritas Investment Partners, Inc.
GFS Advisors, LLC
Brown Brothers Harriman & Co
Prospect Financial Services LLC
Common Fund For Nonprofit Organizations
Modus Advisors, LLC
Brighton Jones Llc
Rialto Wealth Management, LLC
Belpointe Asset Management LLC
Solstein Capital, LLC
Global Retirement Partners, LLC
Citizens Financial Group Inc/ri
Intergy Private Wealth, LLC
Hartland & Co., LLC
Accurate Wealth Management, LLC
Pensionmark Financial Group, Llc
SageView Advisory Group, LLC
RQEAX - NORTHERN LIGHTS FUND TRUST III - RESQ Dynamic Allocation Fund RESQ Dynamic Allocation Class A Shares
North Berkeley Wealth Management, LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
GQG Partners LLC
Signature Estate & Investment Advisors Llc
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Ambassador Advisors, LLC
Drake & Associates, LLC
Credit Agricole S A
Stonehage Fleming Financial Services Holdings Ltd
Prudential Plc
Aqr Capital Management Llc
Gould Capital, LLC
Renaissance Technologies Llc
Thurston, Springer, Miller, Herd & Titak, Inc.
Blair William & Co/il
Sageworth Trust Co of South Dakota
Armis Advisers, LLC
Boreal Capital Management LLC
Sfmg, Llc
Ancora Advisors, LLC
Charter Oak Capital Management, LLC
SCS Capital Management LLC
Oak Harbor Wealth Partners, Llc
Sequoia Financial Advisors, LLC
Fifth Third Wealth Advisors LLC
Gladstone Institutional Advisory LLC
Hsbc Holdings Plc
Healthcare Of Ontario Pension Plan Trust Fund
Emory University
Saxony Capital Management, LLC
Quotient Wealth Partners, LLC
Christopher J. Hasenberg, Inc
Barclays Plc
Great West Life Assurance Co /can/
MayTech Global Investments, LLC
Smartleaf Asset Management LLC
Regal Investment Advisors LLC
Well Done, LLC
Bellwether Advisors, LLC
Harris Associates L P
Aries Wealth Management
Ascent Capital Management, LLC
Sand Hill Global Advisors, LLC
Jasper Ridge Partners, L.P.
Capital World Investors
Highland Capital Management, Llc
Elequin Capital Lp
Centennial Bank/AR/
Granite FO LLC
CIBC World Markets Inc.
First Trust Advisors Lp
Bleakley Financial Group, LLC
Mv Capital Management, Inc.
Sagard Holdings Management Inc.
Cherrydale Wealth Management, Llc
Boston Family Office Llc
Traveka Wealth, LLC
Comerica Bank
Guardian Wealth Advisors, Llc / Nc
Fund Evaluation Group, LLC
Summit Trail Advisors, Llc
Coldstream Capital Management Inc
Lowe Brockenbrough & Co Inc
Caldwell Securities, Inc
Maryland Capital Advisors Inc.
Atria Investments Llc
Shum Financial Group, Inc.
YHB Investment Advisors, Inc.
Ausdal Financial Partners, Inc.
Sumitomo Mitsui DS Asset Management Company, Ltd
Ameritas Advisory Services, LLC
Catalytic Wealth RIA, LLC
Archford Capital Strategies, LLC
Apeiron RIA LLC
Old National Bancorp /in/
Capital International Investors
Allianz Asset Management GmbH
Mill Creek Capital Advisors, LLC
AlphaStar Capital Management, LLC
Sowell Financial Services LLC
Balentine LLC
Sharkey, Howes & Javer
Transatlantique Private Wealth Llc
Captrust Financial Advisors
SG Americas Securities, LLC
Pinnacle Associates Ltd
Leuthold Group, Llc
Goldman Sachs Group Inc
Main Street Group, LTD
Lee Financial Co
Private Trust Co Na
Lazard Asset Management Llc
Becker Capital Management Inc
Gryphon Financial Partners LLC
Insigneo Advisory Services, Llc
Lindbrook Capital, Llc
Assetmark, Inc
Global Strategic Investment Solutions, LLC
HighTower Advisors, LLC
Envestnet Asset Management Inc
Integrated Wealth Concepts LLC
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
Valeo Financial Advisors, LLC
Portland Global Advisors LLC
Bank Of Nova Scotia
SILVER OAK SECURITIES, Inc
Federation des caisses Desjardins du Quebec
First Horizon Advisors, Inc.
Avestar Capital, LLC
High Probability Advisors, LLC
Advisor Group Holdings, Inc.
IMA Wealth, Inc.
GDS Wealth Management
Golden State Wealth Management, LLC
CVA Family Office, LLC
Retirement Income Solutions, Inc
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
JPL Wealth Management, LLC
RFP Financial Group LLC
10Elms LLP
Capital Group Private Client Services, Inc.
Merit Financial Group, LLC
Pandora Wealth, Inc.
Savant Capital, LLC
Parallel Advisors, LLC
Dunhill Financial, LLC
New York Life Investment Management Llc
AA Financial Advisors, LLC
P/E Global LLC
Rik Saylor Financial, Inc.
Daymark Wealth Partners, Llc
Truist Financial Corp
Johnson Investment Counsel Inc
Weil Company, Inc.
Gts Securities Llc
Northern Trust Corp
SYM FINANCIAL Corp
Oxford Financial Group Ltd
Neuberger Berman Group LLC
Stonebrook Private Inc.
Ewing Morris & Co. Investment Partners Ltd.
Unique Wealth, Llc
Farther Finance Advisors, LLC
Choate Investment Advisors
Allen Investment Management LLC
O'shaughnessy Asset Management, Llc
Y.D. More Investments Ltd
Spire Wealth Management
UMA Financial Services, Inc.
Ridgewood Investments LLC
Morton Brown Family Wealth, LLC
Wind River Trust Co
Buckingham Strategic Partners
DiMeo Schneider & Associates, L.L.C.
Perigon Wealth Management, LLC
Harbour Investments, Inc.
Archetype Wealth Partners
Westside Investment Management, Inc.
Sarasin & Partners LLP
Atwater Malick LLC
Burke & Herbert Bank & Trust Co
First Citizens Asset Management, Inc.
BCJ Capital Management, LLC
BSW Wealth Partners
KBC Group NV
Westmount Partners, LLC
GWM Advisors LLC
Pathway Financial Advisors LLC
Qalhat Capital Ltd
Bank Of Montreal /can/
Quadrant Capital Group Llc
Bank Julius Baer & Co. Ltd, Zurich
Pathstone Holdings, LLC
GEN Financial Management, INC.
Procyon Private Wealth Partners, LLC
Frederick Financial Consultants, LLC
Capital Advisors Inc/ok
New Republic Capital, LLC
Russell Investments Group, Ltd.
Pennington Partners & Co., Llc
Alliancebernstein L.p.
Janney Montgomery Scott LLC
TD Waterhouse Canada Inc.
Partners Capital Investment Group, Llp
Raymond James Financial Inc
Oppenheimer & Co Inc
Cambridge Investment Research Advisors, Inc.
Fmr Llc
Altfest L J & Co Inc
Cassia Capital Partners, LLC
Rossby Financial, LCC
Koshinski Asset Management, Inc.
Pinnacle Wealth Management Advisory Group, LLC
Kestra Advisory Services, LLC
Bnp Paribas Arbitrage, Sa
Private Advisory Group LLC
Bridgewater Advisors Inc.
WestEnd Advisors, LLC
HBK Sorce Advisory LLC
Sigma Planning Corp
Magnus Financial Group LLC
Northwestern Mutual Wealth Management Co
Americana Partners, LLC
BlackRock, Inc.
SNS Financial Group, LLC
DB Fitzpatrick & Co, Inc
Callan Family Office, LLC
Stonebridge Financial Group, LLC
BluePointe Capital Management, LLC
Moneta Group Investment Advisors Llc
Tiaa Trust, National Association
Atlas Capital Advisors Llc
Great Waters Wealth Management
EverSource Wealth Advisors, LLC
Sheets Smith Wealth Management
Northside Capital Management, LLC
Pure Financial Advisors, Inc.
Freestone Capital Holdings, LLC
Hazlett, Burt & Watson, Inc.
GeoWealth Management, LLC
Robertson Stephens Wealth Management, LLC
Oak Family Advisors, Llc
Apollon Wealth Management, LLC
Grayhawk Investment Strategies Inc.
We Are One Seven, LLC
Bank of New York Mellon Corp
Cooksen Wealth, LLC
LVW Advisors, LLC
Country Club Bank /gfn
Menora Mivtachim Holdings Ltd.
Edmond De Rothschild Holding S.a.
Banco Santander, S.A.
Symmetry Partners, LLC
NewSquare Capital LLC
Aspiriant Risk-managed Capital Appreciation Fund
Wiley Bros.-aintree Capital, Llc
Us Bancorp \de\
Evolution Wealth Advisors, LLC
Stonebridge Capital Advisors LLC
Cresset Asset Management, LLC
First Citizens Bank & Trust Co
CX Institutional
Kovitz Investment Group Partners, LLC
AdvisorNet Financial, Inc
Cherry Tree Wealth Management, LLC
Oversea-Chinese Banking CORP Ltd
Arkadios Wealth Advisors
Thrive Capital Management, LLC
Greenup Street Wealth Management Llc
Glenmede Trust Co Na
Wolf Group Capital Advisors
Naviter Wealth, LLC
Congress Wealth Management LLC / DE /
Centerstone Investors, LLC
Lifelong Wealth Advisors, Inc.
Jpmorgan Chase & Co
Franklin Resources Inc
Cwm, Llc
Larson Financial Group LLC
Anchor Capital Advisors Llc
Wealthspire Advisors, LLC
Richard Bernstein Advisors LLC
Bbr Partners, Llc
Ashford Advisors, LLC
Erste Asset Management GmbH
Aspiriant, Llc
NewEdge Wealth, LLC
Baker Avenue Asset Management, LP
Gibson Capital, LLC
Simplicity Wealth,LLC
Sofos Investments, Inc.
Greystone Financial Group, LLC
Bank Of America Corp /de/
MainStreet Investment Advisors LLC
Essex Savings Bank
Beacon Investment Advisory Services, Inc.
SBI Securities Co., Ltd.
StoneX Group Inc.
Ronald Blue Trust, Inc.
Wexford Capital Lp
GSG Advisors LLC
Northeast Financial Consultants Inc
Activest Wealth Management
BigSur Wealth Management LLC
Vident Advisory, LLC
Syntegra Private Wealth Group, LLC
Catalyst Private Wealth, Llc
Elevatus Welath Management
MAI Capital Management
Fluent Financial, LLC
Ironwood Wealth Management, LLC.
SeaBridge Investment Advisors LLC
Prospera Financial Services Inc
Roth Financial Partners LLC
Klaas Financial Asset Advisors, LLC
Mariner, LLC
Brand Asset Management Group, Inc.
Montecito Bank & Trust
West Paces Advisors Inc.
Centerpoint Advisors, LLC
Exchange Capital Management, Inc.
Tudor Investment Corp Et Al
USAdvisors Wealth Management, LLC
Johns Hopkins University
Whittier Trust Co Of Nevada Inc
Blue Chip Partners, Inc.
Allen Capital Group, LLC
Bank of New Hampshire
Scotia Capital Inc.
CAPROCK Group, Inc.
TT Capital Management LLC
Sonoma Private Wealth LLC
McIlrath & Eck, LLC
GPSTX - GPS Funds II - GuidePath(R) Growth Allocation Fund Service Shares
Columbus Macro, LLC
Brandywine Managers, Llc
Waldron Private Wealth LLC
Clarus Wealth Advisors
Highlander Partners, L.P.
Princeton Global Asset Management LLC
Two Sigma Securities, Llc
Bogart Wealth, LLC
Cerity Partners LLC
Ashton Thomas Private Wealth, LLC
Essex Financial Services, Inc.
ZEGA Investments, LLC
Brandywine Trust Co
Sageworth Trust Co
AlTi Global, Inc.
Total Clarity Wealth Management, Inc.
Naples Global Advisors, Llc
HB Wealth Management, LLC
CIBC Private Wealth Group, LLC
Beacon Capital Management, LLC
Winch Advisory Services, LLC
Analyst IMS Investment Management Services Ltd.
Ckw Financial Group
Gr Financial Group, Llc
Mercer Global Advisors Inc /adv
Angeles Investment Advisors, LLC
Sandy Spring Bank
ASB Consultores, LLC
Hoxton Planning & Management, LLC
Arcus Capital Partners, LLC
Cyr Financial Inc.
National Bank Of Canada /fi/
Quantinno Capital Management LP
Paladin Advisory Group, LLC
Financial Advisory Corp /ut/ /adv
JFG Wealth Management, LLC
Dana Investment Advisors, Inc.
Stonehaven Wealth & Tax Solutions, Llc
ONE Advisory Partners, LLC
Financial Gravity Companies, Inc.
Prudential Financial Inc
Nuveen, LLC
Massmutual Trust Co Fsb/adv
FSM Wealth Advisors, LLC
Jfs Wealth Advisors, Llc
Cape Ann Savings Bank
Aptus Capital Advisors, LLC
Patten Group, Inc.
Bartlett & Co. Wealth Management Llc
PDS Planning, Inc
G&S Capital LLC
Allianz Se
Victory Capital Management Inc
Atlantic Union Bankshares Corp
Steward Partners Investment Advisory, Llc
Umb Bank N A/mo
BRYN MAWR TRUST Co
Independent Wealth Network Inc.
Vivaldi Capital Management, LLC
Community Bank, N.A.
Lwm Advisors Inc
Advisory Services Network, LLC
Rosenberg Matthew Hamilton
Schwarz Dygos Wheeler Investment Advisors Llc
Strategic Financial Partners, Ltd.
Diversified Trust Co
VPR Management LLC
Simon Quick Advisors, Llc
Amplius Wealth Advisors, LLC
Spreng Capital Management, Inc.
Ssa Swiss Advisors Ag
Rodgers & Associates, LTD
Camden Capital, LLC
Cahaba Wealth Management, Inc.
Zurich Insurance Group Ltd/FI
Fulton Bank, N.a.
JMG Financial Group, Ltd.
Transcend Wealth Collective, Llc
Berkshire Asset Management Llc/pa
Capital Research Global Investors
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