QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF - Net Long/Short Value

Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
US ˙ NasdaqGM ˙ US46138G6492

QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 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)
Hartland & Co., LLC
TD Waterhouse Canada Inc.
Dunhill Financial, LLC
Anchor Investment Management, LLC
Redwood Financial Network Corp
BankPlus Trust Department
D'Orazio & Associates, Inc.
Sandy Cove Advisors, LLC
PSI Advisors, LLC
Group One Trading, L.p.
Aspire Growth Partners LLC
Future Financial Wealth Managment LLC
Plante Moran Financial Advisors, LLC
Signal Advisors Wealth, LLC
Cerity Partners LLC
Financial Enhancement Group LLC
Pinnacle Associates Ltd
Cardiff Park Advisors, Llc
Milestone Asset Management Group, LLC
Cooper Capital Advisors LLC
Founders Financial Securities Llc
Principle Wealth Partners Llc
Old National Bancorp /in/
CIBC Private Wealth Group, LLC
Obermeyer Wood Investment Counsel, Lllp
Pacific Financial Group Inc
United Advisor Group, LLC
Capital Investment Advisors, LLC
Sightline Wealth Advisors, LLC
SRS Capital Advisors, Inc.
Frank, Rimerman Advisors LLC
AlphaCore Capital LLC
Blair William & Co/il
AlphaStar Capital Management, LLC
Braeburn Wealth Management LLC
Tower Research Capital LLC (TRC)
TIAA Wealth Investment Management LLC
Mesirow Financial Investment Management, Inc.
Main Management Fund Advisors LLC
Vienna Asset Management LLC
Austin Wealth Management, LLC
Gould Capital, LLC
Fiduciary Group LLC
Highline Wealth Partners Llc
COFG Advisors, LLC
Fortune Financial Group, Inc.
Fayez Sarofim & Co
Atlantic Trust, LLC
Cullen/frost Bankers, Inc.
Advisory Services Network, LLC
Ameritas Advisory Services, LLC
Base Wealth Management LLC
Vision Retirement, LLC
BlueChip Wealth Advisors LLC
Flavin Financial Services, Inc.
Avaii Wealth Management, Llc
Cedar Mountain Advisors, LLC
Willis Johnson & Associates, Inc.
UBS Group AG
Johnson Financial Group, Inc.
Breachway Investments LLC
Washington Trust Advisors, Inc.
Albion Financial Group /ut
Financial Perspectives, Inc
Retirement Planning Group, Llc / Ny
Comerica Bank
Crews Bank & Trust
Fusion Family Wealth LLC
Ameriflex Group, Inc.
Tucker Asset Management Llc
Susquehanna International Group, Llp
BCS Wealth Management
Transamerica Financial Advisors, Inc.
CAP Partners, LLC
Eldridge Investment Advisors, Inc.
Measured Wealth Private Client Group, LLC
Liberty Atlantic Advisors LLC
JGP Wealth Management, LLC
PAX Financial Group, LLC
Patriot Financial Group Insurance Agency, LLC
GPS Wealth Strategies Group, LLC
Guidance Capital, Inc
Atlantic Union Bankshares Corp
Droms Strauss Advisors Inc /mo/ /adv
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Roundview Capital LLC
Matters Capital Llc
Wedbush Securities Inc
Jackson Square Capital, Llc
Jump Financial, LLC
Bucket List Wealth Management, LLC
Clay Northam Wealth Management, LLC
Three Seasons Wealth, LLC
Higgins & Schmidt Wealth Strategies LLC
Triton Wealth Management, PLLC
Oxler Private Wealth LLC
Prota Financial, LLC
Change Path, LLC
Pinnacle Financial Partners, Inc.
Galvin, Gaustad & Stein, LLC
Blue Line Capital, LLC / IL
Focus Financial Network, Inc.
Murphy & Mullick Capital Management Corp
Integrity Alliance, Llc.
Stillwater Wealth Management Group
Principia Wealth Advisory, LLC
Headlands Technologies LLC
Private Wealth Management Group, LLC
Kennicott Capital Management Llc
Hanseatic Management Services Inc
Commonwealth Equity Services, Llc
First Trust Advisors Lp
Kraft, Davis & Associates, LLC
Krilogy Financial LLC
Iron Financial, LLC
Wescott Financial Advisory Group, LLC
Bank Hapoalim Bm
Piscataqua Savings Bank
Fwl Investment Management, Llc
Balentine LLC
Envestnet Asset Management Inc
Gerber Kawasaki Wealth & Investment Management
Qube Research & Technologies Ltd
Two Sigma Securities, Llc
Clear Creek Financial Management, LLC
San Luis Wealth Advisors LLC
Oakwell Private Wealth Management, LLC
Kilter Group LLC
Pine Harbor Wealth Management, LLC
Pacific Point Advisors, LLC
Kellett Schaffner Wealth Advisors LLC
Pinnacle Wealth Planning Services, Inc.
Turning Point Benefit Group, Inc.
Gerber, Llc
Evolution Wealth Management Inc.
Clare Market Investments LLC
Stony Point Wealth Management Inc.
Hegarty Advisors, LLC
Osbon Capital Management Llc
Omnitrust Wealth Management, Inc
Central Pacific Bank - Trust Division
ROSS\JOHNSON & Associates LLC
Signature Resources Capital Management, LLC
jvl associates llc
Kovack Advisors, Inc.
Nadler Financial Group, Inc.
Schroder Investment Management Group
DecisionPoint Financial, LLC
AlTi Global, Inc.
Wealth Management Associates, Inc.
Align Financial, LLC
St Germain D J Co Inc
Franklin Resources Inc
Paladin Wealth, LLC
Valued Retirements, Inc.
New Millennium Group LLC
Woodard & Co Asset Management Group Inc /adv
Napier Financial, LLC
Rockingstone Advisors LLC
BKM Wealth Management, LLC
Mercer Global Advisors Inc /adv
Silverleafe Capital Partners, LLC
Wealth Dimensions Group, Ltd.
Ubs Asset Management Americas Inc
Laird Norton Trust Company, Llc
First Community Trust Na
Jacobi Capital Management LLC
Oppenheimer & Co Inc
DUTCH ASSET Corp
Dogwood Wealth Management LLC
Hobbs Group Advisors, LLC
SMI Advisory Services, LLC
MidFirst Bank
Durante & Waters, Llc
Capital Advisors, Ltd. LLC
Bartlett & Co. Wealth Management Llc
Freedom Financial Partners LLC
Pitti Group Wealth Management, LLC
BIP Wealth, LLC
Florida Financial Advisors, Llc
EdgeRock Capital LLC
Arkansas Financial Group, Inc.
Kieckhefer Group Llc
Royal Bank Of Canada
YHB Investment Advisors, Inc.
Planned Solutions, Inc.
Ameriprise Financial Inc
Clal Insurance Enterprises Holdings Ltd
Wealthcare Advisory Partners LLC
Sagespring Wealth Partners, Llc
Syntegra Private Wealth Group, LLC
Resurgent Financial Advisors LLC
Capstone Triton Financial Group, LLC
Cooper Financial Group
Bear Mountain Capital, Inc.
Scotia Capital Inc.
LGT Financial Advisors LLC
Bogart Wealth, LLC
Kropog Financial Group, LLC
SCS Capital Management LLC
Horizon Wealth Management, LLC
Pacitti Group Inc.
Naviter Wealth, LLC
IMA Wealth, Inc.
Floyd Financial Group Llc
Pinney & Scofield, Inc.
Wealth Enhancement Trust Services, Inc.
Norris Financial Group, LLC
Russell Investments Group, Ltd.
Colonial Trust Co / SC
Sowell Financial Services LLC
Whitaker-Myers Wealth Managers, LTD.
Mosaic Family Wealth Partners, Llc
Trust Co Of Toledo Na /oh/
Dedeker Financial LLC
Nikulski Financial, Inc.
Wilkerson Advisory Group LLC
Vance Wealth, Inc.
Asset Allocation Strategies LLC
Allworth Financial LP
Meridian Wealth Management, LLC
SageView Advisory Group, LLC
Total Clarity Wealth Management, Inc.
Discipline Wealth Solutions, LLC
GAMMA Investing LLC
WJ Wealth Management, LLC
Tactive Advisors, LLC
Huntington National Bank
Asset Dedication, LLC
Golden State Equity Partners
Beacon Investment Advisory Services, Inc.
Warner Group LLC
AllGen Financial Advisors, Inc.
J Hagan Capital, Inc.
MAI Capital Management
Salem Investment Counselors Inc
U.S. Capital Wealth Advisors, LLC
Strong Tower Advisory Services
Tiaa-cref Individual & Institutional Services, Llc
Mills Wealth Advisors LLC
Janney Montgomery Scott LLC
Hollencrest Capital Management
Proathlete Wealth Management Llc
Tudor Financial Inc.
Hrt Financial Lp
Legacy Wealth Managment, LLC/ID
Purus Wealth Management, LLC
TopTier Wealth Management, LLC
SJS Investment Consulting Inc.
Fort Sheridan Advisors Llc
AE Wealth Management LLC
Coquina Private Wealth LLC
Carlton Hofferkamp & Jenks Wealth Management, LLC
Lodestar Private Asset Management Llc
Prevail Innovative Wealth Advisors, Llc
Chesapeake Asset Management Llc
Front Row Advisors LLC
Wiley Bros.-aintree Capital, Llc
Commerce Bank
Asset One Wealth Management LLC
LJI Wealth Management, LLC
Keybank National Association/oh
Stephens Inc /ar/
Atlas Private Wealth Advisors
Connecticut Capital Management Group, LLC
Commonwealth Financial Services, LLC
Acute Investment Advisory, Llc
MBE Wealth Management, LLC
Avidian Wealth Solutions, LLC
Avantax Planning Partners, Inc.
Reliant Investment Partners, LLC
Bright Financial Advisors, Inc.
Helios Capital Management Pte. Ltd
Armis Advisers, LLC
Mariner, LLC
Financial & Tax Architects, LLC
TD Capital Management LLC
Ridgewood Investments LLC
MONECO Advisors, LLC
Mountain Hill Investment Partners Corp.
Segment Wealth Management, LLC
RMR Wealth Builders
Cambridge Investment Research Advisors, Inc.
True Link Financial Advisors, LLC
Fifth Third Bancorp
Ensign Peak Advisors, Inc
VestGen Advisors, LLC
Private Trust Co Na
Fiduciary Alliance LLC
WealthPlan Investment Management, LLC
Wealthgarden F.s. Llc
BNP Paribas Asset Management Holding S.A.
Rainier Family Wealth Inc
Parkside Financial Bank & Trust
Rakuten Securities, Inc.
Kingsview Wealth Management, LLC
Wbi Investments, Inc.
Secure Asset Management, LLC
Global Trust Wealth Management LLC
RFG Advisory, LLC
Retirement Planning Co of New England, Inc.
First Heartland Consultants, Inc.
Sanchez Wealth Management Group
Arthur M. Cohen & Associates, Llc
Expressive Wealth LLC
RiverFront Investment Group, LLC
Nwam Llc
Sage Mountain Advisors LLC
Ritter Daniher Financial Advisory LLC / DE
Bouchey Financial Group Ltd
Richardson Capital Management LLC
WNY Asset Management, LLC
Halbert Hargrove Global Advisors, Llc
Park Place Capital Corp
Cordoba Advisory Partners LLC
Stonebridge Financial Group, LLC
We Are One Seven, LLC
International Assets Investment Management, Llc
Denver Wealth Management, Inc.
RMG Wealth Management LLC
Exit Wealth Advisors, LLC.
Sterling Investment Counsel, LLC
Tempus Wealth Planning, LLC
Smartleaf Asset Management LLC
Signature Estate & Investment Advisors Llc
Journey Strategic Wealth Llc
Bank of New York Mellon Corp
Cvfg Llc
Capital Investment Advisory Services, LLC
Cresset Asset Management, LLC
Taiyo Life Insurance Co
Presidio Capital Management, LLC
HighPoint Advisor Group LLC
Iams Wealth Management, Llc
Triumph Capital Management
Redwood Family Wealth LLC
RIA Advisory Group LLC
Adapt Wealth Advisors, Llc
Camden Capital, LLC
Flagship Private Wealth, LLC
FineMark National Bank & Trust
Skopos Labs, Inc.
Firestone Capital Management
Arrowroot Family Office, LLC
Navis Wealth Advisors, LLC
Natixis Advisors, L.p.
Centaurus Financial, Inc.
Prosperitas Financial LLC
Westside Investment Management, Inc.
Strategic Advocates LLC
Marshall Financial Group LLC
National Mutual Insurance Federation of Agricultural Cooperatives
Aptus Capital Advisors, LLC
Dakota Wealth Management
Integrated Capital Management, LLC
Beacon Financial Advisory LLC
Global Retirement Partners, LLC
Keystone Wealth Services, LLC
Bauman Advisory Group, LLC
Clark Asset Management, LLC
Werba Rubin Papier Wealth Management
Purewater Capital LLC
Aqr Capital Management Llc
Signaturefd, Llc
Townsquare Capital Llc
Thayer Partners, LLC / MA
HHM Wealth Advisors, LLC
Plum Street Advisors, LLC
Wealth Management Nebraska
Bernardo Wealth Planning LLC
Evergreen Wealth Solutions, LLC
Independent Wealth Network Inc.
Avion Wealth
Reality Financial Planning Services, LLC
Whittier Trust Co
Blue Water Asset Management
Abound Wealth Management
Pensionmark Financial Group, Llc
Sunrise Financial Services, LLC
Santori & Peters, Inc.
Fortress Private Ledger, Llc
Beck Capital Management, Llc
Mark Sheptoff Financial Planning, Llc
Financial Life Planners
PFG Investments, LLC
Citigroup Inc
Pioneer Family Office, LLC
SOUTH STATE Corp
First PREMIER Bank
Summit Financial, LLC
Lord & Richards Wealth Management, LLC
Guardian Wealth Advisors, Llc / Nc
Sharkey, Howes & Javer
Pathstone Holdings, LLC
Atalanta Sosnoff Capital, Llc
Northwest Capital Management Inc
Raub Brock Capital Management LP
Mpwm Advisory Solutions, Llc
Crescent Grove Advisors, LLC
CENTRAL TRUST Co
Nomura Asset Management Co Ltd
Cherry Tree Wealth Management, LLC
Magnolia Capital Advisors Llc
Cornerstone Planning Group LLC
Luken Investment Analytics, LLC
Webster Bank, N. A.
Visionary Wealth Advisors
Beaumont Financial Advisors, LLC
Silverlake Wealth Management Llc
Evanson Asset Management, LLC
Tempo Wealth, LLC
Cadent Capital Advisors, LLC
Rosenberg Matthew Hamilton
GenTrust, LLC
Dorsey & Whitney Trust CO LLC
Keystone Financial Group
Cwm, Llc
Gotham Asset Management, LLC
AGH Wealth Advisors, LLC
Safeguard Investment Advisory Group, LLC
Life Line Wealth Management Llc
Medallion Wealth Advisors, LLC
ORG Partners LLC
Atlas Legacy Advisors, LLC
JPL Wealth Management, LLC
Winthrop Advisory Group LLC
E Fund Management (Hong Kong) Co., Ltd.
Peachtree Investment Partners, LLC
Integrated Wealth Concepts LLC
Merkkuri Wealth Advisors LLC
Payden & Rygel
Entrewealth, Llc
Maridea Wealth Management LLC
Canvas Wealth Advisors, LLC
Wolff Wiese Magana Llc
Sims Investment Management, Llc
Boreal Capital Management LLC
Agp Franklin, Llc
Box Hill Private Wealth LLC
Elm3 Financial Group, LLC
Bridgewealth Advisory Group, LLC
Endowment Wealth Management, Inc.
Mission Wealth Management, Lp
Trademark Financial Management, LLC
Holistic Planning, LLC
Bank Of Montreal /can/
Eddie Patel Inc
American Institute for Advanced Investment Management, LLP
Naples Global Advisors, Llc
Boothbay Fund Management, Llc
Nissay Asset Management Corp /japan/ /adv
Walker Financial Services, Inc.
Toronto Dominion Bank
Dougherty & Associates, LLC
Glen Eagle Advisors, LLC
Precision Wealth Strategies, LLC
TrueWealth Advisors, LLC
BluePath Capital Management, LLC
Equitable Holdings, Inc.
Facet Wealth, Inc.
Massmutual Trust Co Fsb/adv
Legacy Private Trust Co.
Red Reef Advisors Llc
Smith, Moore & Co.
Hamrick Investment Counsel, llc
Third View Private Wealth, LLC
Summit Global Investments
Stratos Wealth Advisors, LLC
AMJ Financial Wealth Management
Brinker Capital Investments, LLC
Financial Advisory Corp /ut/ /adv
Gladstone Institutional Advisory LLC
Tennessee Valley Asset Management Partners
Global Assets Advisory, LLC
Independent Financial Group, Llc
Inscription Capital, LLC
Mystic Asset Management, Inc.
Hamilton Capital Partners, Llc
Graney & King, LLC
Raymond James Financial Inc
Financial Partners Group, Inc
Vanguard Group Inc
Maripau Wealth Management Llc
Fountainhead AM, LLC
Main Street Financial Solutions, LLC
American National Bank
Pinnacle Bancorp, Inc.
Imprint Wealth LLC
NorthRock Partners, LLC
Three Cord True Wealth Management, LLC
Bridgewater Advisors Inc.
MCF Advisors LLC
Appalachian Capital Management Ltd
Soundwatch Capital LLC
DHJJ Financial Advisors, Ltd.
Cypress Wealth Services, LLC
Evensky & Katz LLC
Prime Capital Investment Advisors, LLC
McGinn Investment Management, Inc.
Axxcess Wealth Management, Llc
Orion Capital Management LLC
FF Advisors,LLC
Swisher Financial Concepts, Inc.
Oder Investment Management, LLC
Moors & Cabot, Inc.
Kestra Private Wealth Services, Llc
Premier Private Wealth Management LLC
TCG Advisory Services, LLC
RM Financial Services, LLC
Mcguire Capital Advisors Inc
Continuum Advisory, LLC
Wealthfront Advisers Llc
Fmr Llc
Foundations Investment Advisors, LLC
Ashton Thomas Private Wealth, LLC
Gallagher Fiduciary Advisors, LLC
Thoroughbred Financial Services, Llc
Rockbridge Investment Management, LCC
Beaird Harris Wealth Management, LLC
Redhawk Wealth Advisors, Inc.
Valley National Advisers Inc
Flagship Harbor Advisors, Llc
Sfm, Llc
Annis Gardner Whiting Capital Advisors, LLC
Worth Asset Management, LLC
Citizens Financial Group Inc/ri
Owl Creek Wealth Partners LLC
HBW Advisory Services LLC
Zrc Wealth Management, Llc
Impact Partnership Wealth, LLC
AMG National Trust Bank
Avestar Capital, LLC
IHT Wealth Management, LLC
Bank of New Hampshire
Bank Of America Corp /de/
Sequoia Financial Advisors, LLC
DiNuzzo Private Wealth, Inc.
IPG Investment Advisors LLC
Toth Financial Advisory Corp
Geneos Wealth Management Inc.
Ares Financial Consulting, LLC
Johnson Investment Counsel Inc
360 Financial, Inc.
Zhang Financial LLC
Meridian Financial, LLC
Wick Capital Partners, LLC
Financial Synergies Wealth Advisors, Inc.
Truist Financial Corp
StoneX Group Inc.
Fiscal Wisdom Wealth Management, LLC
LaSalle St. Investment Advisors, LLC
Sumitomo Mitsui Trust Holdings, Inc.
Financial Consulate, Inc
First Wilshire Securities Management Inc
Elevated Capital Advisors, LLC
Migdal Insurance & Financial Holdings Ltd.
Daviman Financial, LLC
DAVENPORT & Co LLC
URS Advisory LLC
Gaddis Premier Wealth Advisors LLC
Second Line Capital, LLC
Tsfg, Llc
Rational Advisors Llc
Main Management LLC
ATX Financial Planning, LLC
Wagner Wealth Management, Llc
Family Legacy Financial Solutions, LLC
American Money Management, LLC
Lloyd Advisory Services, LLC.
DSG Capital Advisors, LLC
LeClair Wealth Partners LLC
Spire Wealth Management
Rehmann Capital Advisory Group
Golden State Wealth Management, LLC
Atticus Wealth Management, Llc
Northbridge Financial Group, Llc
Altus Wealth Group LLC
Quantinno Capital Management LP
Vanguard Advisers Inc
Essential Partners LLC
Douglass Winthrop Advisors, LLC
Mirae Asset Global Investments Co., Ltd.
Crewe Advisors LLC
Kayne Anderson Rudnick Investment Management Llc
One Day In July LLC
West Wealth Group, LLC
Vontobel Holding Ltd.
WASHINGTON TRUST Co
Parallel Advisors, LLC
Calton & Associates, Inc.
Exchange Traded Concepts, Llc
Lbmc Investment Advisors, Llc
JBR Co Financial Management Inc
Capital & Planning, Llc
Umb Bank N A/mo
LRI Investments, LLC
Landmark Wealth Management, LLC
Tide Cove Capital Partners LLC
Archer Investment Corp
SWAN Capital LLC
Alliancebernstein L.p.
Crestwood Advisors Group LLC
Encompass More Asset Management
Savant Capital, LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
Wealthspire Advisors, LLC
Sheets Smith Wealth Management
Mutual Advisors, LLC
Thrivent Financial For Lutherans
Root Financial Partners, LLC
Trust Co Of Vermont
Empirical Asset Management, LLC
Twin Peaks Wealth Advisors, LLC
B&D White Capital Company, LLC
Midway Capital Research & Management
Morgan Stanley
Seacrest Wealth Management, Llc
Stifel Financial Corp
Next Capital Management LLC
Hantz Financial Services, Inc.
Wealth Group Ltd
Modera Wealth Management, LLC
Pennington Partners & Co., Llc
Pine Valley Investments Ltd Liability Co
Madison Wealth Partners, Inc
Ieq Capital, Llc
Peak Financial Advisors Llc
Bravias Capital Group, LLC
Sierra Capital LLC
Delta Asset Management Llc/tn
Relyea Zuckerberg Hanson LLC
ACT Advisors, LLC.
Ambassador Advisors, LLC
Longview Financial Advisors, Inc.
Consilio Wealth Advisors, Llc
Cape Investment Advisory, Inc.
Y.D. More Investments Ltd
Comprehensive Financial Planning, Inc./PA
Running Point Capital Advisors, LLC
Gill Capital Partners, Llc
BostonPremier Wealth LLC
United Community Bank
NorthCrest Asset Manangement, LLC
Marmo Financial Group, LLC
Fifth Third Securities, Inc.
626 Financial, LLC
Fidelis Capital Partners, LLC
Rooted Wealth Advisors, Inc.
Shelton Capital Management
Assetmark, Inc
Quest 10 Wealth Builders, Inc.
Mid-American Wealth Advisory Group, Inc.
BlackDiamond Wealth Management Inc.
Jackson Wealth Management, LLC
Nbc Securities, Inc.
VCI Wealth Management LLC
Intentional Wealth Strategies, LLC
CVA Family Office, LLC
Harbour Investments, Inc.
Evergreen Advisors, LLC
Bestgate Wealth Advisors, LLC
Northern Trust Corp
Mainstay Capital Management Llc /adv
MWA Asset Management
National Wealth Management Group, LLC
DB Fitzpatrick & Co, Inc
Sequent Planning LLC
Kingdom Financial Group LLC.
Ankerstar Wealth, LLC
TBH Global Asset Management, LLC
New England Capital Financial Advisors LLC
Synergy Investment Management, LLC
First Command Advisory Services, Inc.
Robbins Farley Llc
Valeo Financial Advisors, LLC
Spectrum Wealth Advisory Group, LLC
Integrity Wealth Advisors, Inc.
Belpointe Asset Management LLC
XTX Topco Ltd
CBIZ Investment Advisory Services, LLC
Cascades Capital Asset Management, LLC
Hudock, Inc.
My Portfolio Guide, LLC
Fairway Wealth LLC
Tidemark, LLC
One Capital Management, LLC
Invst, LLC
D.a. Davidson & Co.
Alpha Financial Advisors, LLC
Leith Wheeler Investment Counsel Ltd.
Seneschal Advisors, LLC
Hyposwiss Advisors SA
General Partner, Inc.
Scarborough Advisors, LLC
IFP Advisors, Inc
TCI Wealth Advisors, Inc.
Centerpoint Advisory Group
Prospect Financial Services LLC
Waddell & Associates, Llc
Ancora Advisors, LLC
Benjamin Edwards Inc
Forge Financial Services LLC
Lynch Investment Planning, LLC
Drake & Associates, LLC
Addison Advisors LLC
Carter Financial Group, INC.
Essex Financial Services, Inc.
Keebeck Wealth Management, LLC
Jfs Wealth Advisors, Llc
Ironwood Financial, llc
Advisor Group Holdings, Inc.
N.E.W. Advisory Services LLC
Basso Capital Management, L.p.
Octavia Wealth Advisors, LLC
Monetary Solutions, Ltd
Ronald Blue Trust, Inc.
MGB Wealth Management, LLC
GWM Advisors LLC
Tobias Financial Advisors, Inc.
West Financial Advisors, LLC
Arkadios Wealth Advisors
Aldebaran Financial Inc.
Sumitomo Mitsui DS Asset Management Company, Ltd
Baring Financial LLC
Winthrop Capital Management, LLC
Miracle Mile Advisors, LLC
Matrix Asset Advisors Inc/ny
Diversify Advisory Services, LLC
IFG Advisors, LLC
Northwestern Mutual Wealth Management Co
Davis Capital Management
ZEGA Investments, LLC
FSM Wealth Advisors, LLC
Nations Financial Group Inc, /ia/ /adv
Paradigm Financial Partners, Llc
Creative Financial Designs Inc /adv
Opulen Financial Group LLC
Goldman Sachs Group Inc
Gateway Wealth Partners, LLC
Redmont Wealth Advisors Llc
Advisors Capital Management, LLC
HT Partners LLC
CAPROCK Group, Inc.
BXM Wealth LLC
Revisor Wealth Management LLC
Lansing Street Advisors
Emerald Investment Partners, Llc
Wall Street Financial Group, Inc.
Accurate Wealth Management, LLC
Adamsbrown Wealth Consultants Llc
Sigma Planning Corp
Retirement Management Systems Inc.
Park Avenue Securities Llc
Insigneo Advisory Services, Llc
Waterloo Capital, L.P.
Creative Planning
Warren Averett Asset Management, LLC
CIBC World Markets Inc.
Brown Brothers Harriman & Co
Castle Wealth Management Llc
Rock Point Advisors, LLC
Carroll Advisory Group, LLC
Bank & Trust Co
Stanley-Laman Group, Ltd.
Gen-Wealth Partners Inc
Shoker Investment Counsel, Inc.
Pacifica Partners Inc.
Capital Analysts, Inc.
Ckw Financial Group
Legacy Capital Wealth Management, Llc
Delos Wealth Advisors, LLC
Ritholtz Wealth Management
Altfest L J & Co Inc
Congress Park Capital LLC
Harbor Investment Advisory, Llc
Balance Wealth, LLC
Great Lakes Retirement, Inc.
F/M Investments LLC
Sulzberger Capital Advisors, Inc.
Taylor Financial Group, Inc.
CI Private Wealth, LLC
Emerald Advisors, LLC
Ridgeline Wealth Planning, LLC
O'shaughnessy Asset Management, Llc
Affinity Wealth Management Llc
Fiduciary Financial Group, Llc
Strategic Advisors LLC
Global Wealth Strategies & Associates
Two Sigma Investments, Lp
Summit Financial Consulting LLC
Procyon Private Wealth Partners, LLC
Sunbelt Securities, Inc.
Qrg Capital Management, Inc.
Ipsen Advisor Group LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Freestone Capital Holdings, LLC
J.w. Cole Advisors, Inc.
Mount Yale Investment Advisors, LLC
Clark Wealth Partners
Founders Capital Management
Colony Group, LLC
Rockefeller Capital Management L.P.
Titleist Asset Management, Llc
CWA Asset Management Group, LLC
MTM Investment Management, LLC
Share Andrew L.
Bulwark Capital Corp
JT Stratford LLC
Alta Wealth Advisors LLC
Brown Advisory Inc
Mosaic Advisors LLC
BlackRock, Inc.
Main Street Group, LTD
Wbh Advisory Inc
Dana Investment Advisors, Inc.
CRA Financial Services, LLC
Cibc World Markets Corp
Heritage Wealth Architects, Inc.
Pflug Koory, LLC
KWB Wealth
Hurley Capital, LLC
Legacy Solutions, Llc
Financial Security Advisor, Inc.
Great Valley Advisor Group, Inc.
Northwest Financial Advisors
Trinity Wealth Management, LLC
Global Financial Private Client, LLC
Bensler, LLC
Compass Advisory Group LLC
Focused Alpha, Llc
Strategic Wealth Partners, Ltd.
EverSource Wealth Advisors, LLC
Concord Wealth Partners
Advisor Resource Council
SMART Wealth LLC
HB Wealth Management, LLC
Newbridge Financial Services Group, Inc.
Alteri Wealth LLC
Nova Wealth Management, Inc.
Us Bancorp \de\
Integrity Wealth Solutions LLC
Destiny Capital Corp/CO
Southland Equity Partners LLC
Spartan Wealth Advisory Services LLC
New Perspectives, Inc
Global Trust Asset Management, LLC
Miller Wealth Advisors, Llc
Verde Capital Management
Echo45 Advisors LLC
Protective Life Corp
Quartz Partners, LLC
Brookstone Capital Management
Analyst IMS Investment Management Services Ltd.
High Note Wealth, LLC
NWF Advisory Services Inc.
Fisher Asset Management, LLC
HighTower Advisors, LLC
Fairview Capital Investment Management, Llc
Petix & Botte Co
Retirement Financial Solutions, Llc
Transcendent Capital Group LLC
Vestmark Advisory Solutions, Inc.
Kirtland Hills Capital Management, Llc
Tandem Investment Partners LLC
PCG Wealth Advisors, LLC
Snowden Capital Advisors LLC
Modern Wealth Management, LLC
Eagle Strategies LLC
Cabot Wealth Management Inc
Empire Life Investments Inc.
West Michigan Advisors, Llc
Ashton Thomas Securities, Llc
BOK Financial Private Wealth, Inc.
Lowery Thomas, Llc
Jones Financial Companies Lllp
Rossby Financial, LCC
Compass Financial Services Inc
SG Americas Securities, LLC
RDA Financial Network
USAdvisors Wealth Management, LLC
Centennial Wealth Advisory LLC
Soltis Investment Advisors LLC
Carnegie Capital Asset Management, LLC
SHUTTLEWORTH & Co
Theory Financial Llc
Federation des caisses Desjardins du Quebec
Hughes Financial Services, LLC
Burns Matteson Capital Management, LLC
Oakworth Capital, Inc.
Goldenstone Wealth Management LLC
Gwn Securities Inc.
KPP Advisory Services LLC
Norinchukin Bank, The
Principal Securities, Inc.
Rik Saylor Financial, Inc.
Colonial River Wealth Management, LLC
Traynor Capital Management, Inc.
Cornerstone Financial Group, LLC /NE/
Intrua Financial, LLC
SILVER OAK SECURITIES, Inc
Samalin Investment Counsel, LLC
Indiana Trust & Investment Management CO
Falcon Wealth Planning
Key FInancial Inc
Capstone Wealth Management Group, Llc
Birch Financial Group, Llc
Garrison Bradford & Associates Inc
Farther Finance Advisors, LLC
RFP Financial Group LLC
E Fund Management Co., Ltd.
Vines Capital Management, LLC
Perennial Investment Advisors, LLC
Summit Wealth Group Llc / Co
Clarendon Private LLC
Glass Jacobson Investment Advisors llc
Entelevest, LLC
Lido Advisors, LLC
Kingswood Wealth Advisors, Llc
PKS Advisory Services, LLC
Founders Financial Alliance, LLC
Barnes Wealth Management Group, Inc
Bradley & Co. Private Wealth Management, LLC
Rede Wealth, LLC
Atria Investments Llc
Round Rock Advisors, LLC
StoneCrest Wealth Management, Inc.
Slagle Financial, LLC
Moneta Group Investment Advisors Llc
Silicon Valley Capital Partners
Richmond Investment Services, LLC
Twin Tree Management, LP
Advisors Preferred, LLC
Weitzel Financial Services, Inc.
Ogorek Anthony Joseph /ny/ /adv
Beacon Pointe Advisors, LLC
Financial Engines Advisors L.L.C.
Accretive Wealth Partners, LLC
Advance Capital Management, Inc.
Solitude Financial Services
BRYN MAWR TRUST Co
Accent Capital Management, LLC
BLVD Private Wealth, LLC
Cassaday & Co Wealth Management LLC
Private Client Services, Llc
Modus Advisors, LLC
Jpmorgan Chase & Co
Coston, McIsaac & Partners
Giverny Capital Inc.
Smith Chas P & Associates Pa Cpas
Wells Fargo & Company/mn
Collaborative Wealth Managment Inc.
Mill Creek Capital Advisors, LLC
Hazlett, Burt & Watson, Inc.
Whittier Trust Co Of Nevada Inc
Whelan Financial
Flow Traders U.s. Llc
McAdam, LLC
First Pacific Financial
Strategies Wealth Advisors, LLC
SOA Wealth Advisors, LLC.
Prism Advisors, Inc.
Columbia Asset Management
Strategic Financial Concepts, LLC
Jackson Hole Capital Partners, LLC
Captrust Financial Advisors
Caitlin John, LLC
LPL Financial LLC
CFS Investment Advisory Services, LLC
Signature Equity Partners, LLC
LongView Wealth Management
Jane Street Group, Llc
Ledgewood Wealth Advisors, LLC
Well Done, LLC
Tradition Wealth Management, LLC
Independent Advisor Alliance
Quad-Cities Investment Group, LLC
Headinvest, Llc
Coldstream Capital Management Inc
Rolek Wealth Management LLC
CoreCap Advisors, LLC
Guardian Asset Advisors, LLC
AAFCPAs Wealth Management, LLC
United Capital Financial Advisers, Llc
Prospera Financial Services Inc
TSG Advice Partners, LLC
Csenge Advisory Group
Steward Partners Investment Advisory, Llc
Prosperity Consulting Group, LLC
Millstone Evans Group, LLC
Western Wealth Management, LLC
American Financial Advisors, LLC
Luminist Capital LLC
Barings Llc
Fortitude Financial, LLC
Milestones Private Investment Advisors LLC
North Star Asset Management Inc
Blue Jean Financial Llc
6th Street Advisors, LLC
Alchemi Wealth, LLC
Foguth Wealth Management, LLC.
Texas Capital Bank Wealth Management Services Inc
Solano Wealth Investment Advisors LLC
Equity Wealth Partners, LLC
DGS Capital Management, LLC
Renasant Bank
Financial Management Professionals, Inc.
Seros Financial, LLC
Vicus Capital
Strategent Financial, LLC
Jaffetilchin Investment Partners, LLC
Fortress Financial Group, Llc
Bellevue Asset Management, Llc
Cottage Street Advisors LLC
Arsenal Capital Advisors LLC
Retirement Income Solutions, Inc
SimpliFi, Inc.
Sand Hill Global Advisors, LLC
Mather Group, Llc.
Venture Visionary Partners LLC
Arete Wealth Advisors, LLC
Richard W. Paul & Associates, LLC
Core Wealth Partners LLC
Per Stirling Capital Management, LLC.
Investment Advisory Services Group LLC
Money Concepts Capital Corp
Vantagepoint Investment Advisers Llc
New Wave Wealth Advisors Llc
Diversified Enterprises, LLC
Country Trust Bank
Opal Wealth Advisors, LLC
Circle Wealth Management, LLC
Capital Developers, LLC
Koshinski Asset Management, Inc.
Cabana Llc
Ark & Tlk Investments, Llc
Garton & Associates Financial Advisors LLC
Cetera Investment Advisers
CNB Bank
City State Bank
Blue Edge Capital, LLC
Tradewinds Capital Management, LLC
Merit Financial Group, LLC
First Financial Corp /in/
Sofos Investments, Inc.
Madrona Financial Services, LLC
ODonnell Financial Services, LLC
Larson Financial Group LLC
Baird Financial Group, Inc.
Blue Chip Partners, Inc.
Moisand Fitzgerald Tamayo, LLC
Mascagni Wealth Management, Inc.
MSH Capital Advisors LLC
Invesco Ltd.
Barclays Plc
Banco Santander, S.A.
EP Wealth Advisors, Inc.
AA Financial Advisors, LLC
Chicago Partners Investment Group LLC
O'Connor Financial Group LLC
Wagner Wealth Management, Corp
WCG Wealth Advisors LLC
Integrated Advisors Network LLC
Gradient Investments LLC
Stratos Wealth Partners, LTD.
Sanders Morris Harris Llc
Eukles Asset Management
Citadel Advisors Llc
Cary Street Partners Financial Llc
Ausdal Financial Partners, Inc.
Apriem Advisors
Perfromance Wealth Partners, LLC
NewEdge Wealth, LLC
Envestnet Portfolio Solutions, Inc.
Regal Investment Advisors LLC
Sfmg, Llc
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Mueller Wealth, LLC
Janus Henderson Group Plc
Foresight Capital Management Advisors, Inc.
Pacific Center for Financial Services
Rollins Financial Advisors, LLC
Vermillion Wealth Management, Inc.
Camelot Portfolios, LLC
BEAM Asset Management, LLC
Sound Income Strategies, LLC
Bokf, Na
Mml Investors Services, Llc
SHP Wealth Management
Level Four Advisory Services, Llc
Harwood Advisory Group, LLC
Van Hulzen Asset Management, LLC
Total Investment Management Inc
Keating Financial Advisory Services, Inc.
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Motiv8 Investments LLC
National Bank Of Canada /fi/
ETF Portfolio Partners, Inc.
Strive Financial Group ,LLC
Buckingham Strategic Partners
Trexquant Investment LP
Hill Island Financial Llc
Harbor Capital Advisors, Inc.
Joel Isaacson & Co., LLC
Wealth Enhancement Advisory Services, Llc
Capital Square, LLC
Betterment LLC
Latko Wealth Management, Ltd.
Comprehensive Wealth Management, LLC
Northstar Group, Inc.
Financial Futures Ltd Liability Co.
Fortis Group Advisors, LLC
Pearl Planning LLC
Armstrong Advisory Group, Inc
National Philanthropic Trust
Avise Financial Cooperative, Inc.
Pettyjohn, Wood & White, Inc
Certified Advisory Corp
Greenwich Wealth Management LLC
Anfield Capital Management, LLC
Fort Washington Investment Advisors Inc /oh/
Goodman Advisory Group, LLC
Dynamic Advisor Solutions LLC
A4 Wealth Advisors LLC
JP Wealth Management, Inc.
Apella Capital, LLC
Texas Yale Capital Corp.
Fifth Third Wealth Advisors LLC
Novem Group
Goldstein Advisors, LLC
SBI Securities Co., Ltd.
BankPlus Wealth Management LLC
Indivisible Partners
Investor's Fiduciary Advisor Network, LLC
Safe Harbor Wealth Advisors, LLC
Stewardship Advisors, LLC
Coastal Investment Advisors, Inc.
Spectrum Strategic Capital Management, LLC
Onyx Bridge Wealth Group LLC
Herbst Group, Llc
Gilpin Wealth Management, Llc
Clarity Asset Management, Inc.
Ascent Advisors, LLC
Maia Wealth LLC
Rothschild Investment Llc
Atomi Financial Group, Inc.
Hunter Associates Investment Management Llc
LexAurum Advisors, LLC
Strategic Blueprint, LLC
AdvisorNet Financial, Inc
MOR Wealth Management, LLC
PlanVest Financial, Inc
Q3 Asset Management
Aprio Wealth Management, LLC
JDM Financial Group LLC
Ridgecrest Wealth Partners, Llc
Trust Co
AssuredPartners Investment Advisors, LLC
Investment Planning Advisors, Inc.
Whalen Wealth Management Inc.
Evolve Private Wealth, Llc
Sepio Capital, LP
Global View Capital Management LLC
Private Advisor Group, LLC
GeoWealth Management, LLC
Cornerstone Wealth Management, LLC
First National Trust Co
Olistico Wealth, LLC
Pacific Asset Management, LLC
TruWealth Advisors, LLC
Sanctuary Advisors, LLC
Meitav Dash Investments Ltd
Pnc Financial Services Group, Inc.
Noesis Capital Mangement Corp
Correct Capital Wealth Management
Proactive Wealth Strategies LLC
Cidel Asset Management Inc
IMG Wealth Management, Inc.
Sax Wealth Advisors, Llc
Mattson Financial Services, LLC
Resources Investment Advisors, LLC.
Virtue Capital Management, LLC
Brandywine Oak Private Wealth Llc
Brown Financial Advisors
Howard Financial Services, Ltd.
Tower Bridge Advisors
Allen Investment Management LLC
Kestra Advisory Services, LLC
Wealth Care LLC
Parcion Private Wealth LLC
Cdm Financial Counseling Services, Inc.
PFG Advisors
LWM Advisory Services, LLC
Truvestments Capital Llc
Embree Financial Group
Enclave Advisors LLC
Marble Harbor Investment Counsel, LLC
Prostatis Group LLC
Diversify Wealth Management, Llc
Paragon Advisors, LLC
Simplicity Wealth,LLC
Byrne Financial Freedom, Llc
Cornerstone Advisory, LLC
Highland Financial Advisors, LLC
Savvy Advisors, Inc.
Vise Technologies, Inc.
CIBC Bancorp USA Inc.
Apollon Wealth Management, LLC
Optima Capital Llc
FourThought Financial Partners, LLC
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
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