DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF - Net Long/Short Value

Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
US ˙ ARCA ˙ US25434V6092

DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value 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)
Vista Wealth Management Group, LLC
Intergy Private Wealth, LLC
Perigon Wealth Management, LLC
Tower Research Capital LLC (TRC)
National Bank Of Canada /fi/
Goldstein Advisors, LLC
Ameritas Advisory Services, LLC
Jpmorgan Chase & Co
Altiora Financial Group, LLC
Activest Wealth Management
B&D White Capital Company, LLC
Northern Trust Corp
Yoder Wealth Management, Inc.
Capital Investment Advisors, LLC
Curio Wealth, Llc
Claris Advisors, Llc / Mo /
McGrath & Associates, Inc.
BKD Wealth Advisors, LLC
Pillar Financial Advisors, LLC
Aqr Capital Management Llc
Ariadne Wealth Management, LP
Arkadios Wealth Advisors
Mills Wealth Advisors LLC
Wealth Management Strategies, Inc.
Significant Wealth Partners LLC
Hantz Financial Services, Inc.
Smartleaf Asset Management LLC
AE Wealth Management LLC
Plancorp, LLC
Safeguard Financial, LLC
Brown Advisory Inc
Shira Ridge Wealth Management
TCI Wealth Advisors, Inc.
Geometric Wealth Advisors
Wealth Enhancement Advisory Services, Llc
Bayshore Asset Management, Llc
DBK Financial Counsel, LLC
rebel Financial LLC
Fortress Wealth Management, Inc.
Lionshead Wealth Management, LLC
Brinker Capital Investments, LLC
Mml Investors Services, Llc
BlackRock, Inc.
Rossby Financial, LCC
Ridgewood Investments LLC
Weinberger Asset Management, Inc
Private Advisor Group, LLC
PrairieView Partners, LLC
Truvestments Capital Llc
Wood Tarver Financial Group, LLC
Silver Oak Advisory Group, Inc.
CAPROCK Group, Inc.
Steward Partners Investment Advisory, Llc
C M Bidwell & Associates Ltd
Baker Avenue Asset Management, LP
OneAscent Family Office, LLC
Fortis Advisors, LLC
Simplicity Wealth,LLC
Shearwater Capital LLC
Two Sigma Securities, Llc
McKinley Carter Wealth Services, Inc.
Rockefeller Capital Management L.P.
Montag A & Associates Inc
Focus Financial Network, Inc.
North Capital, Inc.
Mission Wealth Management, Lp
Sei Investments Co
Clune & Associates, Ltd.
Fmb Wealth Management
Mariner, LLC
St. Louis Trust Co
CFS Investment Advisory Services, LLC
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Triune Financial Partners, LLC
Royal Bank Of Canada
Ferguson Wellman Capital Management, Inc
Basso Capital Management, L.p.
Empowered Funds, LLC
UMA Financial Services, Inc.
Lauterbach Financial Advisors, LLC
PBMares Wealth Management LLC
Modern Wealth Management, LLC
Foundation Wealth Management, LLC\PA
United Community Bank
Beacon Financial Advisory LLC
WoodTrust Financial Corp
Franklin Resources Inc
GEM Asset Management, LLC
Monticello Wealth Management, Llc
Brookwood Investment Group LLC
TFC Financial Management
Pure Portfolios Holdings Llc
Cambria Investment Management, L.P.
Exencial Wealth Advisors, Llc
Great Oak Capital Partners, Llc
LongView Wealth Management
Blair William & Co/il
Nova R Wealth, Inc.
25 Llc
Porter White Investment Advisors, Inc.
SageView Advisory Group, LLC
Harbour Investments, Inc.
United Capital Financial Advisers, Llc
Icon Wealth Advisors, LLC
Ritter Daniher Financial Advisory LLC / DE
Magnolia Capital Advisors Llc
Redwood Park Advisors LLC
Joel Isaacson & Co., LLC
JDH Wealth Management, LLC
Wiley Bros.-aintree Capital, Llc
Bessemer Group Inc
IAG Wealth Partners, LLC
Lam Group, Inc.
SC&H Financial Advisors, Inc.
Main Street Financial Solutions, LLC
Pinnacle Financial Partners Inc
Prime Capital Investment Advisors, LLC
Capital A Wealth Management, LLC
Cloud Capital Management, LLC
Westmount Partners, LLC
Avondale Wealth Management
Financial Connections Group, Inc.
Raymond James Financial Inc
L.K. Benson & Company, P.C.
CPA Asset Management LLC
Ruedi Wealth Management, Inc.
Paragon Financial Partners, Inc.
We Are One Seven, LLC
Wedmont Private Capital
Truist Financial Corp
Winch Advisory Services, LLC
Clear Investment Research, Llc
Graver Capital Management, LLC
Delap Wealth Advisory, Llc
Gryphon Financial Partners LLC
Commonwealth Equity Services, Llc
Wealthspan Partners, Llc
Martin Worley Group
Intelligent Financial Strategies
Kathmere Capital Management, LLC
Forum Financial Management, LP
Diversify Advisory Services, LLC
Dopkins Wealth Management, Llc
Belpointe Asset Management LLC
Index Fund Advisors, Inc.
Transcend Wealth Collective, Llc
Stifel Financial Corp
Spire Wealth Management
Fort Point Capital Partners LLC
Monograph Wealth Advisors, Llc
Kings Path Partners LLC
Warwick Investment Management, Inc.
Mustard Seed Financial, LLC
Grand Wealth Management, Llc
Partners in Financial Planning
True North Advisors, LLC
Morgan Stanley
Kavar Capital Partners Group, Llc
Cetera Investment Advisers
Future You Wealth Llc
CI Private Wealth, LLC
Vestment Financial LLC
Keyes, Stange & Wooten Wealth Management, LLC
Callan Capital, LLC
Cresset Asset Management, LLC
Cerity Partners LLC
Fortis Capital Advisors, LLC
Hutchinson Capital Management/ca
Zhang Financial LLC
New England Private Wealth Advisors LLC
Stratos Wealth Partners, LTD.
Syverson Strege & Co
Wealth Advisors Northwest LLC
Elser Financial Planning, Inc
Schoolcraft Capital LLC
Coston, McIsaac & Partners
Fifth Third Bancorp
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
Clear Creek Financial Management, LLC
Staley Capital Advisers Inc
Natixis Advisors, L.p.
Clifford Swan Investment Counsel Llc
Pacifica Partners Inc.
IHT Wealth Management, LLC
Correct Capital Wealth Management
Klingman & Associates, LLC
Sittner & Nelson, Llc
Ameriprise Financial Inc
Avantax Advisory Services, Inc.
Apollon Wealth Management, LLC
Trust Co of the South
Smith Chas P & Associates Pa Cpas
Peavine Capital, Llc
Lutz Financial Services LLC
TAGStone Capital, Inc.
Avidian Wealth Solutions, LLC
Balboa Wealth Partners
Asset Dedication, LLC
AdvisorNet Financial, Inc
Cwm, Llc
MB Generational Wealth, LLC
Bedel Financial Consulting, Inc.
Trustmark National Bank Trust Department
Capital Group Private Client Services, Inc.
Regions Financial Corp
Concurrent Investment Advisors, LLC
Total Wealth Planning, Llc
Intrua Financial, LLC
AlphaCore Capital LLC
Sequent Asset Management, LLC
Schubert & Co
Vannoy Advisory Group, Inc.
Skopos Labs, Inc.
Liberty Wealth Management Llc
MBM Wealth Consultants, LLC
Summit Financial Strategies, Inc.
Rollins Financial Advisors, LLC
Lodestone Wealth Management LLC
Running Point Capital Advisors, LLC
Financial Harvest, LLC
Kondo Wealth Advisors, Inc.
Susquehanna International Group, Llp
Rowland & Co Investment Counsel/adv
Atlantic Union Bankshares Corp
Applied Capital LLC
Woodside Wealth Management LLC
Heritage Investment Group, Inc.
Red Lighthouse Investment Management, Llc
OMNI 360 Wealth, Inc.
Keel Point, LLC
Pathstone Holdings, LLC
Tranquility Partners, LLC
BlueSky Wealth Advisors, LLC
M&t Bank Corp
Peirce Capital Management, LLC
Glass Jacobson Investment Advisors llc
Quantum Financial Advisors, LLC
RMB Capital Management, LLC
Aurelius Family Office LLC
Accredited Investor Services, Llc
Cascade Wealth Advisors, Inc
Arista Wealth Management, LLC
GeoWealth Management, LLC
SJS Investment Consulting Inc.
Level Four Advisory Services, Llc
Mutual Advisors, LLC
Tradewinds Capital Management, LLC
Beaird Harris Wealth Management, LLC
Chico Wealth RIA
Thoroughbred Financial Services, Llc
Tobias Financial Advisors, Inc.
Warren Averett Asset Management, LLC
Allen Capital Group, LLC
Berkeley, Inc
McLean Asset Management Corp
Rather & Kittrell, Inc.
Beacon Pointe Advisors, LLC
Vestia Personal Wealth Advisors
McMill Wealth Management
Vision Capital Management, Inc.
Live Oak Private Wealth LLC
Townsquare Capital Llc
Disciplined Equity Management, Inc.
M Holdings Securities, Inc.
Dorsey & Whitney Trust CO LLC
Premier Financial Group
Summit Trail Advisors, Llc
Accurate Wealth Management, LLC
Flagstone Financial Management
Acorn Financial Advisory Services Inc /adv
Parkwoods Wealth Partners, LLC
Ameritas Investment Partners, Inc.
Pettinga Financial Advisors, LLC
Motco
Brown Brothers Harriman & Co
Midwest Trust Co
Versant Capital Management, Inc
Rialto Wealth Management, LLC
ShankerValleau Wealth Advisors, Inc.
American Investment Services, Inc.
Sequoia Financial Advisors, LLC
SwitchPoint Financial Planning, LLC
Janney Montgomery Scott LLC
Transce3nd, LLC
Assetmark, Inc
Key FInancial Inc
Physician Wealth Solutions Inc.
N.E.W. Advisory Services LLC
Vantage Point Financial LLC
Stone Point Wealth LLC
WASHINGTON TRUST Co
Scratch Capital Llc
Principal Securities, Inc.
Hartland & Co., LLC
Atomi Financial Group, Inc.
BetterWealth, LLC
BIP Wealth, LLC
Pacific Asset Management, LLC
Aptus Capital Advisors, LLC
Pinnacle Bancorp, Inc.
Parkworth Wealth Management, Inc.
Conrad Siegel Investment Advisors, Inc.
Equitable Holdings, Inc.
Dakota Wealth Management
Advisor Group Holdings, Inc.
Glassman Wealth Services
CogentBlue Wealth Advisors, LLC
Captrust Financial Advisors
Fmr Llc
SOL Capital Management CO
WorthPointe, LLC
Signature Estate & Investment Advisors Llc
Vertex Planning Partners, LLC
CGC Financial Services, LLC
Kraft Asset Management, Llc
Tortoise Investment Management, LLC
Level Financial Advisors, Inc.
Meritas Wealth Management, LLC
Jackson Thornton Asset Management, Llc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Jfs Wealth Advisors, Llc
Ark & Tlk Investments, Llc
Wick Capital Partners, LLC
Rappaport Reiches Capital Management, LLC
BOS Asset Management, LLC
Forza Wealth Management, LLC
LPL Financial LLC
Dynamic Advisor Solutions LLC
Archer Investment Corp
Evoke Wealth, Llc
Burk Holdings LLC
Institute for Wealth Management, LLC.
PFG Advisors
InTrack Investment Management Inc
Mitchell Capital Management Co
Strategic Investment Solutions, Inc. /IL
Renasant Bank
Signet Financial Management, Llc
BCO Wealth Management LLC
Destination Wealth Management
WealthCollab, LLC
Marcum Wealth, LLC
Bridge Generations Wealth Management Llc
Towneley Capital Management, Inc / DE
Parallel Advisors, LLC
Disciplined Investments, LLC
D.a. Davidson & Co.
Foundations Investment Advisors, LLC
Wealthstream Advisors, Inc.
Pure Financial Advisors, Inc.
Moneta Group Investment Advisors Llc
Olistico Wealth, LLC
HB Wealth Management, LLC
Atlas Capital Advisors Llc
Clark Asset Management, LLC
Rf&l Wealth Management, Llc
Seneschal Advisors, LLC
Angeles Wealth Management, Llc
Qrg Capital Management, Inc.
D'Orazio & Associates, Inc.
Cary Street Partners Financial Llc
Tumwater Wealth Management, LLC
Ieq Capital, Llc
Collective Family Office Llc
Gables Capital Management Inc.
City State Bank
Pnc Financial Services Group, Inc.
GWM Advisors LLC
Helen Stephens Group, LLC
Providence Capital Advisors, LLC
Garrett Investment Advisors LLC
Efficient Advisors, LLC
Parkside Financial Bank & Trust
Zrc Wealth Management, Llc
Werba Rubin Papier Wealth Management
Abel Hall, LLC
Clarity Capital Advisors, LLC
Rockwood Wealth Management, LLC
Henrickson Nauta Wealth Advisors, Inc.
Empower Advisory Group, LLC
High Probability Advisors, LLC
Integrated Advisors Network LLC
Core Wealth Management, Inc.
Reyes Financial Architecture, Inc.
Nautilus Advisors LLC
Fft Wealth Management Llc
Wealthspire Advisors, LLC
Geneos Wealth Management Inc.
McGlone Suttner Wealth Management, Inc.
Symmetry Partners, LLC
Jones Financial Companies Lllp
TruNorth Capital Management, LLC
HighTower Advisors, LLC
Mattern Capital Management, Llc
RAM Investment Partners, LLC
Emerald Investment Partners, Llc
BRYN MAWR TRUST Co
Valmark Advisers, Inc.
Disciplined Investors, L.L.C.
McIlrath & Eck, LLC
Aspiriant, Llc
Verus Wealth Management, Llc
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
Mascoma Wealth Management LLC
IFG Advisors, LLC
Diversified Portfolios, Inc.
BCR Wealth Strategies, LLC
Youngs Advisory Group, Inc.
Hurley Capital, LLC
Amarillo National Bank
Colony Group, LLC
Citizens Financial Group Inc/ri
Renaissance Technologies Llc
Bank Of America Corp /de/
Farther Finance Advisors, LLC
Planning Center, Inc.
Legacy Financial Advisors, Inc.
Long Island Wealth Management, Inc.
Walter & Keenan Financial Consulting Co /mi/ /adv
First Command Advisory Services, Inc.
Watershed Private Wealth Llc
First Financial Group Corp
Rise Advisors, LLC
Baird Financial Group, Inc.
BWM Planning, LLC
Strategent Financial, LLC
Sax Wealth Advisors, Llc
GenTrust, LLC
Bank of New York Mellon Corp
Keb Asset Management, Llc
Sterling Wealth Management, Inc.
180 Wealth Advisors, Llc
Orion Portfolio Solutions, LLC
Mesirow Financial Investment Management, Inc.
Beckerman Institutional, LLC
Smallwood Wealth Investment Management, LLC
Team Hewins, LLC
Larson Financial Group LLC
TFB Advisors LLC
Confluence Wealth Services, Inc.
Tru Independence Asset Management 2, Llc
Pioneer Wealth Management Group
Cardiff Park Advisors, Llc
Triad Wealth Partners, LLC
Caldwell Securities, Inc
Johnson Financial Group, Inc.
Keebeck Wealth Management, LLC
Marshall & Sterling Wealth Advisors Inc.
Whittier Trust Co
Truepoint, Inc.
Financial Consulate, Inc
Sagespring Wealth Partners, Llc
Umb Bank N A/mo
Bridgewater Advisors Inc.
Creative Planning
Commerce Bank
Wealth Management Nebraska
Princeton Global Asset Management LLC
Busey Wealth Management
Bank Of Montreal /can/
Studio Investment Management Llc
Rs Crum Inc.
Centaurus Financial, Inc.
Liberty Capital Management, Inc.
Brookstone Capital Management
Phillips Financial Management, Llc
Great Waters Wealth Management
Advisory Services Network, LLC
M.e. Allison & Co., Inc.
Plante Moran Financial Advisors, LLC
Okabena Investment Services Inc
FF Advisors,LLC
Krilogy Financial LLC
NorthRock Partners, LLC
EnRich Financial Partners LLC
Cambridge Financial Group, LLC
Legacy Financial Group, Inc.
Aegis Wealth Management LLC
Poinciana Advisors Group, Llc
NCM Capital Management, LLC
Integrity Wealth Solutions LLC
Cathy Pareto & Associates, Inc
Valued Wealth Advisors LLC
SilverOak Wealth Management LLC
Safeguard Investment Advisory Group, LLC
Us Bancorp \de\
Axxcess Wealth Management, Llc
Clayton Financial Group LLC
SPGTX - Symmetry Panoramic Trust - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares
Kelly Financial Group Llc
Greenline Partners, LLC
CarsonAllaria Wealth Management, Ltd.
Secure Asset Management, LLC
Foster Dykema Cabot & Partners, Llc
Oppenheimer & Co Inc
Cambridge Investment Research Advisors, Inc.
Miracle Mile Advisors, LLC
Howe & Rusling Inc
Master's Wealth Management Inc.
Global Retirement Partners, LLC
IFP Advisors, Inc
Financial Engines Advisors L.L.C.
Mason Investment Advisory Services, Inc.
Center for Financial Planning, Inc.
Park Avenue Securities Llc
Atria Wealth Solutions, Inc.
SOUTH STATE Corp
U.S. Capital Wealth Advisors, LLC
Libra Wealth Llc
Qube Research & Technologies Ltd
Tfo-tdc, Llc
Capital Investment Advisory Services, LLC
Savant Capital, LLC
Navigoe, LLC
Root Financial Partners, LLC
Investors Research Corp
Squire Investment Management Company, LLC
Abacus Wealth Partners, LLC
HMV Wealth Advisors, LLC
Vance Wealth, Inc.
Silverlake Wealth Management Llc
Betterment LLC
Aviance Capital Partners, LLC
Addison Advisors LLC
Better Money Decisions, LLC
Jentner Corp
Keener Financial Planning LLC
Capital Performance Advisors Llp
Northwest Wealth Management, Llc
Stephenson National Bank & Trust
Wells Fargo & Company/mn
Nicholas Hoffman & Company, LLC.
Prudent Man Investment Management, Inc.
Strathmore Capital Advisors, Inc.
AG Asset Advisory, LLC
Greenleaf Trust
Lakeshore Financial Planning, Inc.
Massmutual Trust Co Fsb/adv
Morris Financial Concepts, Inc.
SRS Capital Advisors, Inc.
Annandale Capital, LLC
Berger Financial Group, Inc
Mercer Global Advisors Inc /adv
Bannerman Wealth Management Group, Llc
American Capital Advisory, LLC
Nemes Rush Group LLC
SCS Capital Management LLC
New Dimensions Wealth Management, LLC
Cascade Financial Partners, LLC
Mather Group, Llc.
Lido Advisors, LLC
S.A. Mason LLC
MAI Capital Management
Monument Group Wealth Advisors, LLC
Integrated Wealth Concepts LLC
Wedbush Securities Inc
Ronald Blue Trust, Inc.
Resources Investment Advisors, LLC.
St Germain D J Co Inc
Harel Insurance Investments & Financial Services Ltd.
Fiduciary Financial Group, Llc
Change Path, LLC
ENDW - EA Series Trust - Cambria Endowment Style ETF
Buckingham Strategic Partners
FinDec Wealth Services, Inc.
RW Investment Management LLC
Financial Symmetry Inc
XY Planning Network, Inc.
Bbr Partners, Llc
WPWealth LLP
CENTRAL TRUST Co
Accredited Investors Inc.
RFG Advisory, LLC
Parkshore Wealth Management, Inc.
DiNuzzo Private Wealth, Inc.
Quantinno Capital Management LP
Northwestern Mutual Wealth Management Co
Evensky & Katz LLC
Mosaic Family Wealth Partners, Llc
Rothschild Investment Llc
Tiaa Trust, National Association
Eclectic Associates Inc /adv
Capstone Wealth Management, LLC
Fiduciary Alliance LLC
Apella Capital, LLC
Measured Wealth Private Client Group, LLC
Maryland Capital Advisors Inc.
Keybank National Association/oh
Gentry Private Wealth, Llc
Ellenbecker Investment Group
Aspen Capital Management, LLC
Pineridge Advisors LLC
Strategic Financial Services, Inc,
Sand Hill Global Advisors, LLC
Strategic Blueprint, LLC
Bellwether Advisors, LLC
Evermay Wealth Management Llc
Eqis Capital Management, Inc.
Merit Financial Group, LLC
Axis Wealth Partners, LLC
Meredith Wealth Planning
Hanover Advisors Inc
HTG Investment Advisors, Inc.
CVA Family Office, LLC
Drive Wealth Management, Llc
Pinney & Scofield, Inc.
Mokosak Advisory Group, LLC
Gibson Capital, LLC
Maseco Llp
Compass Advisory Group LLC
Five Oceans Advisors
Quantum Financial Planning Services, Inc.
SILVER OAK SECURITIES, Inc
True Wealth Design, LLC
Rehmann Capital Advisory Group
One Capital Management, LLC
Juncture Wealth Strategies, Llc
Timonier Family Office, LTD.
Private Trust Co Na
Private Wealth Management Group, LLC
Websterrogers Financial Advisors, Llc
Financial Synergies Wealth Advisors, Inc.
Eaton Financial Holdings Company, LLC
Elevate Wealth Advisory, Inc
EP Wealth Advisors, Inc.
GDS Wealth Management
Trifecta Capital Advisors, LLC
Hartmann Taylor Wealth Management, LLC
Private Wealth Asset Management, LLC
Wetherby Asset Management Inc
EverSource Wealth Advisors, LLC
Sensible Money, LLC
Red Tortoise LLC
Evanson Asset Management, LLC
UBS Group AG
Signaturefd, Llc
Midland Wealth Advisors Llc
Stephens Inc /ar/
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Kestra Advisory Services, LLC
Melfa Wealth Management, Llc
Robertson Stephens Wealth Management, LLC
Roundview Capital LLC
Avant Financial Advisors LLC
Fundamentun, Llc
Schwarz Dygos Wheeler Investment Advisors Llc
Oakworth Capital, Inc.
Vident Advisory, LLC
Well Done, LLC
Visionary Wealth Advisors
Murphy Pohlad Asset Management LLC
Gradient Capital Advisors, LLC
Exeter Financial, LLC
Vermillion Wealth Management, Inc.
Chicago Partners Investment Group LLC
Watchman Group, Inc.
Moisand Fitzgerald Tamayo, LLC
Sensible Financial Planning & Management, LLC.
Willner & Heller, Llc
CIBC Private Wealth Group, LLC
Crestmont Private Wealth LLC
WMG Financial Advisors, LLC
Signature Resources Capital Management, LLC
Wealthcare Advisory Partners LLC
Trust Co Of Toledo Na /oh/
LJI Wealth Management, LLC
Passive Capital Management, LLC.
Global Trust Asset Management, LLC
O'shaughnessy Asset Management, Llc
Bartlett & Co. Wealth Management Llc
Stage Harbor Financial, Llc
USAdvisors Wealth Management, LLC
Comerica Bank
White Wing Wealth Management
CWA Asset Management Group, LLC
Austin Asset Management Co Inc
Hill Investment Group Partners, LLC
OLIO Financial Planning
Kaufman Rossin Wealth, LLC
Allworth Financial LP
Efficient Frontier Advisors LLC
Bragg Financial Advisors, Inc
Envestnet Asset Management Inc
Glassy Mountain Advisors, Inc.
Verus Financial Partners, Inc.
Fortitude Family Office, LLC
Foster Group, Inc.
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Concentrum Wealth Management
Vawter Financial, Ltd.
Sandy Spring Bank
Whalen Wealth Management Inc.
Tillman Hartley LLC
Colonial Trust Co / SC
Andrews, Lucia Wealth Management Llc
Hemington Wealth Management
Integrity Financial Corp /WA
Falcon Wealth Planning
Investmark Advisory Group LLC
Cherry Tree Wealth Management, LLC
Frazier Financial Advisors, LLC
Strategic Financial Concepts, LLC
RTD Financial Advisors, Inc.
Quarry Hill Advisors, Llc
Verdence Capital Advisors LLC
NWK Group, Inc.
Babb Wealth Advisors LLC
Rsm Us Wealth Management Llc
Baker Tilly Financial, Llc
Legacy Capital Wealth Partners, LLC
Sigma Planning Corp
Linscomb & Williams, Inc.
Huntington National Bank
Grove Street Fiduciary, LLC
Astra Wealth Partners LLC
Brighton Jones Llc
Eq Wealth Advisors, Llc
Benningfield Financial Advisors, Llc
Cypress Point Wealth Management, LLC
Lbmc Investment Advisors, Llc
Greenspring Advisors, LLC
Albion Financial Group /ut
David Wealth Management LLC
Willow Creek Wealth Management Inc.
Modera Wealth Management, LLC
Certified Advisory Corp
Sunbelt Securities, Inc.
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