SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF - Net Long/Short Value

Schwab Strategic Trust - Schwab U.S. Broad Market ETF
US ˙ ARCA ˙ US8085241029

SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market 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)
NWK Group, Inc.
Silver Oak Advisory Group, Inc.
Cerity Partners LLC
Biltmore Family Office, LLC
Comprehensive Financial Planning, Inc./PA
Victrix Investment Advisors
Harbor Asset Planning, Inc.
Shakespeare Wealth Management, Inc.
Legacy Private Trust Co.
Prairiewood Capital, LLC
ZynergyRetirementPlanningLLC
Fiduciary Advisors, Inc.
Facet Wealth, Inc.
Joule Financial, LLC
Creekside Partners
Foundations Investment Advisors, LLC
Christensen, King & Associates Investment Services, Inc.
WFA of San Diego, LLC
Successful Portfolios LLC
Tandem Investment Partners LLC
Sterling Group Wealth Management, LLC
HHM Wealth Advisors, LLC
Clear Point Advisors Inc.
StoneX Group Inc.
Steel Peak Wealth Management LLC
Thoroughbred Financial Services, Llc
James Investment Research Inc
Dravo Bay Llc
Kingsview Wealth Management, LLC
Gradient Capital Advisors, LLC
Capital Investment Advisors, LLC
Kera Capital Partners, Inc.
UMA Financial Services, Inc.
Tower Research Capital LLC (TRC)
Private Wealth Asset Management, LLC
FRG Family Wealth Advisors LLC
Rappaport Reiches Capital Management, LLC
Opus Capital Group, LLC
Royal Capital Wealth Management, LLC
CIBC Private Wealth Group, LLC
Front Row Advisors LLC
Staley Capital Advisers Inc
Rocky Mountain Advisers, Llc
Angeles Wealth Management, Llc
SNS Financial Group, LLC
Heritage Oak Wealth Advisors Llc
Hardy Reed LLC
Horizon Investment Services, LLC
CRA Financial Services, LLC
Monograph Wealth Advisors, Llc
CarsonAllaria Wealth Management, Ltd.
Mml Investors Services, Llc
PFG Investments, LLC
Johnson Investment Counsel Inc
FSM Wealth Advisors, LLC
Graver Capital Management, LLC
BEAM Asset Management, LLC
Firethorn Wealth Partners, Llc
Cambridge Investment Research Advisors, Inc.
Envestnet Asset Management Inc
Cahaba Wealth Management, Inc.
Compass Ion Advisors, LLC
Worth Asset Management, LLC
Americana Partners, LLC
Embree Financial Group
Raleigh Capital Management Inc.
Financial Advocates Investment Management
Brand Asset Management Group, Inc.
Mosaic Family Wealth Partners, Llc
C M Bidwell & Associates Ltd
Fiduciary Alliance LLC
Red Mountain Financial, LLC
Droms Strauss Advisors Inc /mo/ /adv
Auxano Advisors, LLC
Bridgewater Advisors Inc.
Ifrah Financial Services, Inc.
Indie Asset Partners, LLC
Crewe Advisors LLC
Appleton Partners Inc/ma
Gwn Securities Inc.
Richard P Slaughter Associates Inc
Spectrum Asset Management, Inc. (NB/CA)
Rossby Financial, LCC
Seed Wealth Management, Inc.
Smartleaf Asset Management LLC
Russell Investments Group, Ltd.
Financial Perspectives, Inc
Midwest Capital Advisors, LLC
GPS Wealth Strategies Group, LLC
John W. Brooker & Co., CPAs
Crowley Wealth Management, Inc.
Nations Financial Group Inc, /ia/ /adv
WestEnd Advisors, LLC
Mercer Global Advisors Inc /adv
Regent Peak Wealth Advisors LLC
Jfs Wealth Advisors, Llc
Stockman Wealth Management, Inc.
Avalon Advisory Group
Creative Planning
Umb Bank N A/mo
Triangle Securities Wealth Management
Lowe Brockenbrough & Co Inc
Penney Financial, LLC
Valley National Advisers Inc
Compass Advisory Group LLC
McAdam, LLC
Commerce Bank
RTD Financial Advisors, Inc.
Promus Capital, LLC
Beacon Wealthcare LLC
Sharkey, Howes & Javer
Farrow Financial Inc.
Capital A Wealth Management, LLC
HighMark Wealth Management LLC
Asset Management Group, Inc.
MTM Investment Management, LLC
Summit Wealth & Retirement Planning, Inc.
Callan Family Office, LLC
Global Wealth Management, LLC
Cahill Financial Advisors Inc
Summit Trail Advisors, Llc
Hubbell Strickland Wealth Management, LLC
Altfest L J & Co Inc
Curbstone Financial Management Corp
Silvercrest Asset Management Group Llc
Capital Advisors Inc/ok
Versant Capital Management, Inc
BetterWealth, LLC
Franklin Resources Inc
RVW Wealth, LLC
TCTC Holdings, LLC
Bailard, Inc.
Whitaker-Myers Wealth Managers, LTD.
Bedel Financial Consulting, Inc.
DB Fitzpatrick & Co, Inc
Hendershot Investments Inc.
Kohmann Bosshard Financial Services, LLC
Hamilton Point Investment Advisors, LLC
Fiduciary Trust Co
Alpha Cubed Investments, LLC
American Money Management, LLC
Redhawk Wealth Advisors, Inc.
Capital Insight Partners, Llc
Boltwood Capital Management
Venturi Wealth Management, LLC
Costello Asset Management, INC
Blueprint Financial Advisors LLC
Hanson & Doremus Investment Management
LexAurum Advisors, LLC
Patten & Patten Inc/tn
Roble, Belko & Company, Inc
Grant Street Asset Management, Inc.
Red Spruce Capital, LLC
Cliftonlarsonallen Wealth Advisors, Llc
JNBA Financial Advisors
Perennial Advisors, LLC
Vigilare Wealth Management
Mid-American Wealth Advisory Group, Inc.
Pacific Center for Financial Services
D.a. Davidson & Co.
17 Capital Partners, Llc
Sowell Financial Services LLC
OneAscent Wealth Management LLC
Berkshire Asset Management Llc/pa
Ballast, Inc.
Janney Montgomery Scott LLC
Evensky & Katz LLC
Wedbush Securities Inc
Strategic Financial Planning, Inc.
Silver Lake Advisory, LLC
Morgan Stanley
Round Rock Advisors, LLC
Legacy Investment Solutions, LLC
Key FInancial Inc
Plante Moran Financial Advisors, LLC
Redwood Investment Management, Llc
VisionPoint Advisory Group, LLC
Winch Advisory Services, LLC
Parkside Financial Bank & Trust
Summit Financial, LLC
Strid Group, LLC
Betterment LLC
Blueprint Investment Partners LLC
Magnus Financial Group LLC
AdvisorNet Financial, Inc
Bnc Wealth Management, Llc
Operose Advisors LLC
United Asset Strategies, Inc.
Coastal Bridge Advisors, LLC
Kilter Group LLC
Disciplined Investors, L.L.C.
Acorn Wealth Advisors, LLC
Luminvest Wealth Management LLC
Gts Securities Llc
Libra Wealth Llc
Oxford Financial Group Ltd
Diversified Trust Co
Armor Investment Advisors, LLC
Milestones Private Investment Advisors LLC
Shepherd Financial Partners LLC
Murphy & Mullick Capital Management Corp
First Horizon Advisors, Inc.
Pathstone Holdings, LLC
Voisard Asset Management Group, Inc.
ELM - Series Portfolios Trust - Elm Market Navigator ETF
Chicago Partners Investment Group LLC
Wetherby Asset Management Inc
Modera Wealth Management, LLC
Capital Management Associates, Inc
Comerica Bank
PDS Planning, Inc
Bristlecone Advisors, LLC
Callahan Advisors, LLC
Goldman Sachs Group Inc
Park Avenue Securities Llc
Valicenti Advisory Services Inc
ELCO Management Co., LLC
Legacy Capital Wealth Management, Llc
Peachtree Investment Partners, LLC
Bogart Wealth, LLC
EP Wealth Advisors, Inc.
Larson Financial Group LLC
Lederer & Associates Investment Counsel/ca
Newman Dignan & Sheerar, Inc.
Financial Management Professionals, Inc.
Aspen Grove Capital, LLC
Wealth Preservation Advisors, LLC
Glass Jacobson Investment Advisors llc
Savant Capital, LLC
EWG Elevate Inc.
Total Investment Management Inc
Ironwood Wealth Management, LLC.
CWS Financial Advisors, LLC
Mutual Advisors, LLC
Next Capital Management LLC
Argent Trust Co
Optimum Investment Advisors
Savvy Advisors, Inc.
Creative Capital Management Investments LLC
LaSalle St. Investment Advisors, LLC
Federation des caisses Desjardins du Quebec
Hoey Investments, Inc
Advisory Alpha, LLC
Jane Street Group, Llc
Warwick Investment Management, Inc.
Signal Advisors Wealth, LLC
Cardinal Point Capital Management, ULC
Wedgewood Investors Inc /pa/
Cresset Asset Management, LLC
Bell Investment Advisors, Inc
White Pine Investment CO
Rock Point Advisors, LLC
Gainplan LLC
Motive Wealth Advisors
Rollins Financial Advisors, LLC
Transform Wealth, LLC
D'Orazio & Associates, Inc.
Gleason Group, Inc.
Cape Investment Advisory, Inc.
Wade Financial Advisory, Inc
Regions Financial Corp
Colony Group, LLC
Avidian Wealth Solutions, LLC
Nicholas Hoffman & Company, LLC.
Edge Financial Advisors LLC
North Forty Two & Co.
Wealthbridge Capital Management, Llc
Disciplined Investments, LLC
Belvedere Trading LLC
Aull & Monroe Investment Management Corp
Merit Financial Group, LLC
Focus Financial Network, Inc.
Legacy Wealth Management, Inc
Cornerstone Advisors Asset Management, Inc
Curio Wealth, Llc
Financial Designs Corp
Arcadia Investment Advisors Llc
Cathy Pareto & Associates, Inc
Sonora Investment Management Group, LLC
Aurora Private Wealth, Inc.
Wedmont Private Capital
North Star Investment Management Corp.
AF Advisors, Inc.
Royal Bank Of Canada
Black Diamond Financial, LLC
Live Oak Investment Partners
Gibraltar Capital Management, Inc.
Main Management LLC
Sigma Investment Counselors Inc
Asset Advisors Investment Management, LLC
Squire Investment Management Company, LLC
Pinnacle Bancorp, Inc.
Weinberger Asset Management, Inc
Michels Family Financial, LLC
Quantum Capital Management, LLC / NJ
Armstrong Advisory Group, Inc
Balentine LLC
Everett Harris & Co /ca/
JBGlobal.com LLC
Allworth Financial LP
Wbh Advisory Inc
Optima Capital Llc
Jackson Hole Capital Partners, LLC
Pennsylvania Capital Management Inc /adv
Graves-Light Private Wealth Management, Inc.
Bouchey Financial Group Ltd
Financial Futures Ltd Liability Co.
Towercrest Capital Management
CHB Investment Group, LLC
Armbruster Capital Management, Inc.
Joel Isaacson & Co., LLC
Oakwell Private Wealth Management, LLC
Pachira Investments Inc.
BKD Wealth Advisors, LLC
Main Street Financial Solutions, LLC
PUREfi Wealth, LLC
Putnam Fl Investment Management Co
Halbert Hargrove Global Advisors, Llc
Waycross Investment Management Co
Heritage Wealth Architects, Inc.
Change Path, LLC
Magnolia Capital Advisors Llc
Nbc Securities, Inc.
Capital Advisors, Ltd. LLC
Wbi Investments, Inc.
National Asset Management, Inc.
Strategic Investment Solutions, Inc. /IL
Citigroup Inc
Foster & Motley Inc
Clarity Wealth Advisors, LLC
Holderness Investments Co
KC Investment Advisors, LLC
Fonville Wealth Management LLC
Nbt Bank N A /ny
Mogy Joel R Investment Counsel Inc
RKL Wealth Management LLC
Advisor OS, LLC
Breakwater Investment Management
Citizens Financial Group Inc/ri
Pinney & Scofield, Inc.
Prime Capital Investment Advisors, LLC
Integrated Advisors Network LLC
High Probability Advisors, LLC
Elser Financial Planning, Inc
One Charles Private Wealth Services, LLC
Ritter Daniher Financial Advisory LLC / DE
Signature Estate & Investment Advisors Llc
Tfo-tdc, Llc
Chesapeake Wealth Management
Legacy Wealth Managment, LLC/ID
Montag A & Associates Inc
Marquette Asset Management, LLC
Cypress Wealth Services, LLC
Gibson Capital, LLC
Whittier Trust Co
Financial Network Wealth Advisors LLC
Alley Investment Management Company, LLC
Ullmann Financial Group, Inc.
Aqr Capital Management Llc
Sterling Wealth Management, Inc.
IMA Wealth, Inc.
Cherry Tree Wealth Management, LLC
Attessa Capital LLC
Fiduciary Group LLC
Clark Asset Management, LLC
Financial Freedom, LLC
Frazier Financial Advisors, LLC
Wilkins Miller Wealth Management, LLC
Pacifica Partners Inc.
Compass Financial Group, INC/SD
Essex Savings Bank
Stifel Financial Corp
Valtinson Bruner Financial Planning LLC
We Are One Seven, LLC
Fairview Capital Investment Management, Llc
Goelzer Investment Management, Inc.
Tower View Investment Management & Research LLC
Spinnaker Investment Group, LLC
Essex LLC
Zhang Financial LLC
CoreCap Advisors, LLC
BlueStem Wealth Partners, LLC
Baldwin Brothers Inc/ma
Waypoint Wealth Partners Inc.
Elwood & Goetz Wealth Advisory Group, LLC
Jaffetilchin Investment Partners, LLC
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Atlas Capital Advisors Llc
My Personal CFO, LLC
Ogorek Anthony Joseph /ny/ /adv
Ronald Blue Trust, Inc.
Bigelow Investment Advisors, LLC
Sage Financial Group Inc
Smith, Moore & Co.
Cypress Point Wealth Management, LLC
Wynn Capital, LLC
Naples Global Advisors, Llc
Planning Alternatives Ltd /adv
Cambridge Advisors Inc.
Beaird Harris Wealth Management, LLC
Axxcess Wealth Management, Llc
Summit Asset Management, LLC
Fmr Llc
North Ridge Wealth Advisors, Inc.
Bill Few Associates, Inc.
Friedenthal Financial
American Financial Advisors, LLC
Morris Financial Concepts, Inc.
Miracle Mile Advisors, LLC
Capital Analysts, Inc.
Tortoise Investment Management, LLC
Wsfs Capital Management, Llc
GHP Investment Advisors, Inc.
Creegan & Nassoura Financial Group, LLC
GAMMA Investing LLC
Archvest Wealth Advisors, Inc.
Summit Place Financial Advisors, LLC
Pegasus Asset Management, Inc.
Mission Wealth Management, Lp
CAPROCK Group, Inc.
Citadel Advisors Llc
Planned Solutions, Inc.
Badgley Phelps Wealth Managers, LLC
Vista Capital Partners, Inc.
D L Carlson Investment Group Inc
Marshall & Sterling Wealth Advisors Inc.
Madison Wealth Partners, Inc
Koshinski Asset Management, Inc.
Smith, Salley & Associates
Buckingham Strategic Partners
Captrust Financial Advisors
Jones Financial Companies Lllp
Legend Financial Advisors, Inc.
Level Wealth Management LLC
Waterford Advisors, LLC
RMB Capital Management, LLC
Osterweis Capital Management Inc
Abound Wealth Management
BOK Financial Private Wealth, Inc.
Market Street Wealth Management Advisors Llc
HORAN Wealth, LLC
Twelve Points Wealth Management LLC
Moseley Investment Management Inc
Becker Capital Management Inc
Aletheian Wealth Advisors LLC
Huntington National Bank
Econ Financial Services Corp
Carnegie Capital Asset Management, LLC
Signaturefd, Llc
RMG Wealth Management LLC
Kingstone Capital Partners Texas, LLC
FineMark National Bank & Trust
NBZ Investment Advisors LLC
W.H. Cornerstone Investments Inc.
Family Legacy Financial Solutions, LLC
Tiaa Trust, National Association
DecisionMap Wealth Management, LLC
Davidson Kahn Capital Management, LLC
Strategic Equity Management
MBA Advisors LLC
Emerald Investment Partners, Llc
New England Private Wealth Advisors LLC
AllSquare Wealth Management LLC
Clarity Capital Advisors, LLC
Gerber Kawasaki Wealth & Investment Management
GWM Advisors LLC
Rialto Wealth Management, LLC
Grimes & Company, Inc.
Wiley Bros.-aintree Capital, Llc
Hollencrest Capital Management
Natixis Advisors, L.p.
DecisionPoint Financial, LLC
Legacy Financial Strategies, LLC
Principal Securities, Inc.
Cordant, Inc.
Wernau Asset Management Inc.
Shira Ridge Wealth Management
Axos Invest Inc.
Tactive Advisors, LLC
Heartwood Wealth Advisors LLC
Telos Capital Management, Inc.
Salem Investment Counselors Inc
Financial Engines Advisors L.L.C.
Exchange Bank
IHT Wealth Management, LLC
Sheets Smith Wealth Management
Resolute Advisors LLC
AA Financial Advisors, LLC
Retirement Planning Group
Fulton Breakefield Broenniman Llc
TPG Advisors LLC
Ausdal Financial Partners, Inc.
IFS Advisors, LLC
Schrum Private Wealth Management LLC
Financial Synergies Wealth Advisors, Inc.
Rothschild Investment Llc
Keybank National Association/oh
Aegis Wealth Management LLC
Prospera Financial Services Inc
CAP Partners, LLC
Claris Advisors, Llc / Mo /
Gs Investments, Inc.
Cornerstone Planning Group LLC
Aquire Wealth Advisors, LLC
Investors Research Corp
Pensionmark Financial Group, Llc
Kmg Fiduciary Partners, Llc
Paulson Wealth Management Inc.
Wealthstream Advisors, Inc.
Foster Group, Inc.
Brio Consultants, LLC
Mount Yale Investment Advisors, LLC
Intrua Financial, LLC
BridgePort Financial Solutions, LLC
Northwestern Mutual Wealth Management Co
Guardian Financial Partners, LLC
Gen-Wealth Partners Inc
Farnam Financial LLC
Moser Wealth Advisors, LLC
Avantax Advisory Services, Inc.
Millstone Evans Group, LLC
Phil A. Younker & Associates, Ltd.
Albion Financial Group /ut
Ameritas Advisory Services, LLC
Texas Yale Capital Corp.
Jackson, Grant Investment Advisers, Inc.
AE Wealth Management LLC
Socha Financial Group, LLC
Diligent Investors, LLC
Rebalance, Llc
Kayne Anderson Rudnick Investment Management Llc
Lindbrook Capital, Llc
Valley Forge Investment Consultants Inc Adv
Townsend Asset Management Corp /nc/ /adv
Kiker Wealth Management, LLC
Truepoint, Inc.
Options Solutions, Llc
Pineridge Advisors LLC
Team Hewins, LLC
Shorepoint Capital Partners LLC
Arlington Trust Co LLC
Foresight Capital Management Advisors, Inc.
Morling Financial Advisors, LLC
VSM Wealth Advisory, LLC
Johnson Bixby & Associates, LLC
Marquette Associates, Inc.
Great Valley Advisor Group, Inc.
KilterHowling LLC
Roger Wittlin Investment Advisory, LLC
Glenmede Trust Co Na
Milestone Investment Advisors LLC
Rosenberg Matthew Hamilton
SJS Investment Consulting Inc.
Mayfair Advisory Group, LLC
Country Trust Bank
Csenge Advisory Group
Cobblestone Capital Advisors Llc /ny/
Berger Financial Group, Inc
Summit Financial Strategies, Inc.
Glen Eagle Advisors, LLC
Orcam Financial Group
Walter & Keenan Financial Consulting Co /mi/ /adv
RHS Financial, LLC
Patton Albertson Miller Group, Llc
Granite Investment Partners, LLC
Main Street Group, LTD
Christopher J. Hasenberg, Inc
Brookstone Capital Management
Strategic Advisors LLC
Almanack Investment Partners, LLC.
Pinnacle Wealth Management Advisory Group, LLC
Renaissance Technologies Llc
Fundamentun, Llc
Glenmede Investment Management, LP
Adviser Investments LLC
Cullen/frost Bankers, Inc.
Fifth Third Bancorp
Juncture Wealth Strategies, Llc
MONECO Advisors, LLC
Coordinated Financial Services, Inc.
Ellevest, Inc.
Pure Financial Advisors, Inc.
Whitener Capital Management, Inc.
Nordwand Advisors, LLC
Bond & Devick Financial Network, Inc.
Premier Path Wealth Partners, LLC
Goepper Burkhardt LLC
Chesley Taft & Associates LLC
Weatherly Asset Management L. P.
American Capital Advisory, LLC
Carlton Hofferkamp & Jenks Wealth Management, LLC
MCF Advisors LLC
Quantinno Capital Management LP
Jpmorgan Chase & Co
Sentinel Pension Advisors Inc
Carolina Wealth Advisors, LLC
SYM FINANCIAL Corp
Leavell Investment Management, Inc.
SJA Financial Advisory, LLC
Dakota Wealth Management
Everhart Financial Group, Inc.
SigFig Wealth Management, LLC
FF Advisors,LLC
Tompkins Financial Corp
Ritholtz Wealth Management
R. W. Roge & Company, Inc.
Baird Financial Group, Inc.
RIA Advisory Group LLC
Evergreen Advisors, LLC
BostonPremier Wealth LLC
Robertson Stephens Wealth Management, LLC
Destination Wealth Management
Fpc Investment Advisory, Inc.
Perritt Capital Management Inc
S.A. Mason LLC
Seascape Capital Management
Segment Wealth Management, LLC
Nyl Investors Llc
Eley Financial Management, Inc
Cwm, Llc
Broadleaf Partners, LLC
Fisher Asset Management, LLC
Westmount Partners, LLC
Members Advisory Group LLC
Northern Trust Corp
Ashford Advisors, LLC
West Financial Advisors, LLC
Red Door Wealth Management, LLC
Midwestern Financial, LLC /IA
Freedom Financial Partners LLC
Michael A. Dubis Financial Planning, LLC
Sound Income Strategies, LLC
North Berkeley Wealth Management, LLC
Kcm Investment Advisors Llc
Tudor Investment Corp Et Al
Abacus Planning Group, Inc.
Smith Anglin Financial, LLC
VERITY Wealth Advisors
WealthCollab, LLC
Archer Investment Management, LLC
Diversify Advisory Services, LLC
NewSquare Capital LLC
Laurel Wealth Advisors LLC
Mason & Associates Inc
James J. Burns & Company, LLC
Consilium Wealth Advisory, LLC
JMG Financial Group, Ltd.
Muirfield Wealth Advisors Llc
Hirtle Callaghan & Co LLC
Providence Capital Advisors, LLC
Sunpointe, LLC
Financial Advisory Service, Inc.
Wolff Wiese Magana Llc
Hills Bank & Trust Co
Westshore Wealth, LLC
AlphaQ Advisors LLC
Riverwater Partners LLC
Zwj Investment Counsel Inc
Redmont Wealth Advisors Llc
HBK Sorce Advisory LLC
Krilogy Financial LLC
B&D White Capital Company, LLC
Ballast Advisors Llc
Fagan Associates, Inc.
Advisor Group Holdings, Inc.
Quantum Financial Planning Services, Inc.
Sovereign Financial Group, Inc.
Keener Financial Planning LLC
Godsey & Gibb Associates
NorthRock Partners, LLC
Private Trust Co Na
Spreng Capital Management, Inc.
Babb Wealth Advisors LLC
Ridgewood Investments LLC
Sightline Wealth Advisors, LLC
Sage Rhino Capital Llc
Chapman Financial Group, Llc
Valeo Financial Advisors, LLC
First National Corp /ma/ /adv
Lido Advisors, LLC
Canandaigua National Bank & Trust Co
Independent Solutions Wealth Management, LLC
Per Stirling Capital Management, LLC.
Bank Of Montreal /can/
SOL Capital Management CO
Certified Advisory Corp
Van Hulzen Asset Management, LLC
TD Waterhouse Canada Inc.
Cahill Wealth Management, LLC
Baldwin Investment Management, LLC
Good Life Advisors, LLC
Bordeaux Wealth Advisors LLC
Accurate Wealth Management, LLC
TCG Advisory Services, LLC
Forum Financial Management, LP
Fulcrum Equity Management
Robinson Smith Wealth Advisors Llc
Dynamic Advisor Solutions LLC
Koesten, Hirschmann & Crabtree, INC.
NWF Advisory Services Inc.
Tiemann Investment Advisors, Llc
MJT & Associates Financial Advisory Group, Inc.
Acas, Llc
Myecfo, Llc
J Hagan Capital, Inc.
Obermeyer Wood Investment Counsel, Lllp
Winthrop Capital Management, LLC
Sterling Investment Advisors, Ltd.
Panoramic Investment Advisors, Llc
Patriot Investment Management Inc.
Physician Wealth Solutions Inc.
Genesee Capital Advisors, LLC
WT Wealth Management
Snowden Capital Advisors LLC
Tritonpoint Wealth, Llc
Two Sigma Investments, Lp
Wealthfront Advisers Llc
Envestnet Portfolio Solutions, Inc.
Vista Private Wealth Partners. LLC
Sachetta, LLC
Bartlett & Co. Wealth Management Llc
Mayflower Financial Advisors, LLC
Us Financial Advisors, Llc
MidWestOne Financial Group, Inc.
Princeton Global Asset Management LLC
Olistico Wealth, LLC
SpringVest Wealth Management LLC
BCJ Capital Management, LLC
Bokf, Na
Seaside Wealth Management, Inc.
Root Financial Partners, LLC
Great Lakes Retirement, Inc.
BCS Wealth Management
Stonekeep Investments, LLC
EverSource Wealth Advisors, LLC
Advisors Capital Management, LLC
Lionshead Wealth Management, LLC
Pnc Financial Services Group, Inc.
Lakeridge Wealth Management LLC
Aurora Investment Managers, LLC.
Jamison Private Wealth Management, Inc.
Quadrant Private Wealth Management, LLC
Mengis Capital Management, Inc.
Foster Victor Wealth Advisors, LLC
MainStreet Investment Advisors LLC
Cornerstone Enterprises, Llc
New Republic Capital, LLC
Hurley Capital, LLC
Hemington Wealth Management
Pinnacle Financial Partners Inc
Councilmark Asset Management, LLC
Elgethun Capital Management
Blossom Wealth Management
IMG Wealth Management, Inc.
Noble Family Wealth, LLC
Access Financial Services, Inc.
Charles Schwab Investment Management Inc
Pasadena Private Wealth, LLC
Guardian Wealth Advisors, Llc / Nc
Missouri Trust & Investment Co
Penobscot Investment Management Company, Inc.
Ahl Investment Management, Inc.
Garrett Investment Advisors LLC
Ballentine Partners, LLC
Grandfield & Dodd, Llc
Tranquility Partners, LLC
Kestra Advisory Services, LLC
Eq Wealth Advisors, Llc
Strategic Financial Concepts, LLC
Act Wealth Management, Llc
Financial Consulate, Inc
SCS Capital Management LLC
Dodds Wealth, LLC
Aspiriant, Llc
Builder Investment Group Inc /adv
Raymond James Financial Inc
Prestige Wealth Management Group LLC
Pacific Capital Wealth Advisors, Inc
Massmutual Trust Co Fsb/adv
Nemes Rush Group LLC
Hughes Financial Services, LLC
Pinnacle Associates Ltd
One Capital Management, LLC
Rockbridge Investment Management, LCC
Copperwynd Financial, LLC
Hudock, Inc.
Schnieders Capital Management Llc
Integris Wealth Management, LLC
United Capital Financial Advisers, Llc
Integrated Wealth Concepts LLC
Hartland & Co., LLC
Kovitz Investment Group Partners, LLC
Ieq Capital, Llc
Soltis Investment Advisors LLC
DHJJ Financial Advisors, Ltd.
Moneta Group Investment Advisors Llc
Old Second National Bank Of Aurora
GeoWealth Management, LLC
Accelerate Investment Advisors LLC
YHB Investment Advisors, Inc.
Heritage Wealth Partners, LLC
Stone Point Wealth LLC
Liberty Capital Management, Inc.
Robbins Farley Llc
O'shaughnessy Asset Management, Llc
Venture Visionary Partners LLC
Able Wealth Management LLC
Barnes Wealth Management Group, Inc
Eastern Bank
Howe & Rusling Inc
Alliance Wealth Management Group
SRS Capital Advisors, Inc.
Warren Averett Asset Management, LLC
Wealth Group Ltd
Wrenne Financial Planning LLC
Horan Securities, Inc.
Capital Investment Advisory Services, LLC
Boulder Wealth Advisors, LLC
Everstar Asset Management, LLC
SOUTH STATE Corp
Baltimore-Washington Financial Advisors, Inc.
Manchester Financial Inc
Madden Advisory Services, Inc.
Curat Global, LLC
Meritage Portfolio Management
Weik Capital Management
Game Plan Financial Advisors, LLC
Callan Capital, LLC
Tanglewood Wealth Management, Inc.
Zrc Wealth Management, Llc
Kiley Juergens Wealth Management, Llc
Spire Wealth Management
Catalyst Financial Partners Llc
Trevian Wealth Management LLC
Mission Creek Capital Partners, Inc.
Fft Wealth Management Llc
Klingman & Associates, LLC
Sage Mountain Advisors LLC
Ami Investment Management Inc
Phocas Financial Corp.
Brighton Jones Llc
Smith Chas P & Associates Pa Cpas
Roundview Capital LLC
Advisory Services Network, LLC
Coldstream Capital Management Inc
Clay Northam Wealth Management, LLC
Gallagher Fiduciary Advisors, LLC
Pinnacle Family Advisors, LLC
Creekmur Asset Management LLC
Somerset Group LLC
Ambassador Advisors, LLC
Grant/GrossMendelsohn, LLC
Transce3nd, LLC
Topsail Wealth Management, LLC
Solutions 4 Wealth, Ltd
Mairs & Power Inc
National Bank Of Canada /fi/
Twin Peaks Wealth Advisors, LLC
Prepared Retirement Institute LLC
Traphagen Investment Advisors Llc
Gemmer Asset Management LLC
Private Advisor Group, LLC
NewEdge Wealth, LLC
Prevail Innovative Wealth Advisors, Llc
Sanibel Captiva Trust Company, Inc.
Delta Asset Management Llc/tn
Moisand Fitzgerald Tamayo, LLC
Novare Capital Management Llc
Wick Capital Partners, LLC
Ancora Advisors, LLC
Commonwealth Equity Services, Llc
Wealth Enhancement Advisory Services, Llc
Evergreen Capital Management Llc
Total Clarity Wealth Management, Inc.
Atria Wealth Solutions, Inc.
Selective Wealth Management, Inc.
Beacon Capital Management, LLC
Keeler & Nadler Financial Planning & Wealth Management
Alpha Omega Wealth Management LLC
Adamsbrown Wealth Consultants Llc
LPL Financial LLC
HC Advisors, LLC
Birchbrook, Inc.
Oarsman Capital, Inc.
Cambridge Financial Group, LLC
Five Oceans Advisors
Apella Capital, LLC
Northwest Capital Management Inc
Aspiring Ventures, LLC
Traub Capital Management LLC
Apriem Advisors
Midwest Financial Group LLC
APCM Wealth Management for Individuals
NFP Retirement, Inc.
CVA Family Office, LLC
Empower Advisory Group, LLC
Adams Wealth Management
One Day In July LLC
Geneos Wealth Management Inc.
Sawgrass Asset Management Llc
Red Tortoise LLC
Envision Financial LLC
BIP Wealth, LLC
Truist Financial Corp
One Wealth Management Investment & Advisory Services, LLC
Wealthspire Advisors, LLC
U.S. Capital Wealth Advisors, LLC
L.K. Benson & Company, P.C.
Vivaldi Capital Management, LLC
Cooksen Wealth, LLC
Planning Center, Inc.
Sequoia Financial Advisors, LLC
Goldstein Advisors, LLC
Independent Advisor Alliance
Hm Payson & Co
United Community Bank
Evermay Wealth Management Llc
Crestwood Advisors Group LLC
Valmark Advisers, Inc.
Marcum Wealth, LLC
Sunburst Financial Group, LLC
HB Wealth Management, LLC
Us Bancorp \de\
Chilton Capital Management Llc
Revolve Wealth Partners, LLC
CI Private Wealth, LLC
Creative Financial Designs Inc /adv
Highland Capital Management, Llc
Values Added Financial LLC
Brown Advisory Inc
Pullen Investment Management, LLC
Quadcap Wealth Management, LLC
Congress Wealth Management LLC / DE /
Wealthquest Corp
TruNorth Capital Management, LLC
Capital Group Private Client Services, Inc.
Washburn Capital Management, Inc.
ProVise Management Group, LLC
UBS Group AG
Trust Co Of Vermont
Old North State Wealth Management, LLC
Cornerstone Planning, LLC
Index Fund Advisors, Inc.
McCarthy Asset Management, Inc.
Wealthcare Capital Management Llc
Meridian Wealth Partners, LLC
Naviter Wealth, LLC
Mill Creek Capital Advisors, LLC
Wells Fargo & Company/mn
Capital Performance Advisors Llp
Harrell Investment Partners, Llc
Stephens Inc /ar/
Firestone Capital Management
Morton Brown Family Wealth, LLC
Martin Worley Group
Global Retirement Partners, LLC
Kestra Private Wealth Services, Llc
Mason & Associates, LLC
PrairieView Partners, LLC
Future You Wealth Llc
BKA Wealth Consulting, Inc.
Equitable Holdings, Inc.
Glassman Wealth Services
Accredited Wealth Management, LLC
D.B. Root & Company, LLC
Reliant Wealth Planning
Donaldson Capital Management, Llc
Connecticut Wealth Management, LLC
Seacrest Wealth Management, Llc
Barrett & Company, Inc.
TruWealth Advisors, LLC
Brooklyn FI, LLC
Empirical Asset Management, LLC
Davis Capital Management
Avant Capital LLC
Blair William & Co/il
Noesis Capital Mangement Corp
Pflug Koory, LLC
Riverchase Wealth Management, Llc
Arkadios Wealth Advisors
Exchange Traded Concepts, Llc
Cetera Investment Advisers
Annex Advisory Services, LLC
MAI Capital Management
Van Cleef Asset Management,Inc
Hengehold Capital Management Llc
Tolleson Wealth Management, Inc.
Barden Capital Management, Inc.
Manchester Capital Management LLC
Signature Resources Capital Management, LLC
JustInvest LLC
Beacon Pointe Advisors, LLC
Guardian Wealth Management, Inc.
Tradition Wealth Management, LLC
Stratos Wealth Partners, LTD.
Hopwood Financial Services, Inc.
Lodestar Private Asset Management Llc
Cross Staff Investments Inc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Evolution Advisers, Inc.
New Hampshire Trust
Intelligence Driven Advisers, LLC
Heritage Financial Services, LLC
Passive Capital Management, LLC.
Elevate Wealth Advisory, Inc
49 Wealth Management, Llc
Iron Financial, LLC
Northern Capital Management, Inc.
Islay Capital Management, Llc
Exchange Capital Management, Inc.
Concurrent Investment Advisors, LLC
Foundation Wealth Management, LLC\PA
Richardson Capital Management LLC
Boston Private Wealth Llc
Greenleaf Trust
Baker Avenue Asset Management, LP
Marshall Financial Group Inc /adv
CacheTech Inc.
Susquehanna International Group, Llp
Quadrant Capital Group Llc
Alliancebernstein L.p.
IFP Advisors, Inc
Maryland Capital Advisors Inc.
Blue Bell Private Wealth Management, Llc
CENTRAL TRUST Co
Papp L Roy & Associates
Family Firm, Inc.
LRI Investments, LLC
Rsm Us Wealth Management Llc
LifeSteps Financial, Inc.
Prosperitas Financial LLC
Secure Asset Management, LLC
Steward Partners Investment Advisory, Llc
Jacobs & Co/ca
Ark & Tlk Investments, Llc
Evanson Asset Management, LLC
Taylor, Cottrill, Erickson & Associates, Inc.
Pinkerton Retirement Specialists, LLC
Scott & Selber, Inc.
ARS Wealth Advisors Group, LLC
Western Pacific Wealth Management, LP
Aberdeen Wealth Management LLC
Aspire Capital Advisors LLC
Asset Allocation & Management Company, LLC
Apollon Wealth Management, LLC
Wealthcare Advisory Partners LLC
Winthrop Advisory Group LLC
Cantor Fitzgerald Investment Adviser L.p.
OLIO Financial Planning
REDW Wealth LLC
Opes Wealth Management LLC
Freestone Capital Holdings, LLC
Choate Investment Advisors
Group One Trading, L.p.
Qrg Capital Management, Inc.
Lokken Investment Group LLC
Equita Financial Network, Inc.
Garde Capital, Inc.
Souders Financial Advisors
SageView Advisory Group, LLC
Perigon Wealth Management, LLC
Chevy Chase Trust Holdings, Inc.
BlackRock, Inc.
Apex Wealth Management, LLC
Hardin Capital Partners, LLC
Liberty Wealth Management Llc
Evoke Wealth, Llc
Colorado Capital Management, Inc.
Parallel Advisors, LLC
AlphaCore Capital LLC
Hoertkorn Richard Charles
Custos Family Office, LLC
Skopos Labs, Inc.
Golden State Wealth Management, LLC
Long Island Wealth Management, Inc.
CX Institutional
Stony Point Wealth Management Inc.
Strategic Wealth Partners, Ltd.
Ironwood Financial, llc
Blume Capital Management, Inc.
West Paces Advisors Inc.
North Star Asset Management Inc
Dividend Asset Capital, Llc
Meridian Wealth Management, LLC
Vermillion Wealth Management, Inc.
Smithbridge Asset Management Inc/de
Fragasso Group Inc.
Orion Portfolio Solutions, LLC
Prudent Man Investment Management, Inc.
Jeppson Wealth Management, Llc
Leading Edge Financial Planning LLC
Schaeffer Financial LLC
Atlantic Union Bankshares Corp
GSG Advisors LLC
AlphaStar Capital Management, LLC
Culbertson A N & Co Inc
Continuum Wealth Advisors, Llc
Integrity Alliance, Llc.
Peak Financial Management, Inc.
Brightwater Advisory LLC
Smith & Howard Wealth Management, LLC
Bank Of America Corp /de/
Cardiff Park Advisors, Llc
Avantax Planning Partners, Inc.
Burkett Financial Services, Llc
Diversified Portfolios, Inc.
Benchmark Wealth Management, LLC
Aviance Capital Partners, LLC
Wilson & Boucher Capital Management, LLC
Tidemark, LLC
Ruggaard & Associates LLC
New Perspectives, Inc
Mather Group, Llc.
Hartmann Taylor Wealth Management, LLC
Maridea Wealth Management LLC
Horan Capital Advisors, LLC.
Whittier Trust Co Of Nevada Inc
Sandy Spring Bank
Resources Investment Advisors, LLC.
Founders Financial Alliance, LLC
Circle Wealth Management, LLC
Bank of New York Mellon Corp
Lincoln Capital Corp
Anchor Investment Management, LLC
Morningstar Investment Services LLC
Greenline Partners, LLC
Dock Street Asset Management Inc
Cozad Asset Management Inc
Walkner Condon Financial Advisors LLC
Avion Wealth
Orion Capital Management LLC
Harbour Investments, Inc.
Westbourne Investments, Inc.
Blankinship & Foster, LLC
Mitchell Sinkler & Starr/pa
Modus Advisors, LLC
Kingswood Wealth Advisors, Llc
Vanguard Group Inc
Mariner, LLC
Rehmann Capital Advisory Group
TFC Financial Management
Ironwood Investment Counsel, LLC
Shilanski & Associates, Inc.
Three Bridge Wealth Advisors, LLC
Asset Dedication, LLC
Traction Financial Partners, LLC
Vanguard Capital Wealth Advisors
Farther Finance Advisors, LLC
Ethos Financial Group, LLC
First National Bank of Mount Dora, Trust Investment Services
BSW Wealth Partners
Western Wealth Management, LLC
Bessemer Group Inc
Vickerman Investment Advisors, Inc.
Fedenia Advisers LLC
Your Advocates Ltd., LLP
Glaxis Capital Management, LLC
Financial Gravity Companies, Inc.
SILVER OAK SECURITIES, Inc
Brinker Capital Investments, LLC
Wealth Architects, LLC
Strategic Family Wealth Counselors, L.L.C.
Leo Wealth, LLC
Addison Advisors LLC
Bowie Capital Management, LLC
Thrive Wealth Management, LLC
J.w. Cole Advisors, Inc.
Capstone Financial Advisors, Inc.
Modern Wealth Management, LLC
Siligmueller & Norvid Wealth Advisors LLC
Roxbury Financial LLC
Jackson Wealth Management, LLC
Diversify Wealth Management, Llc
Skyline Advisors, Inc.
Atomi Financial Group, Inc.
Allegiance Financial Group Advisory Services LLC
High Note Wealth, LLC
Aspen Capital Management, LLC
Brown Brothers Harriman & Co
HT Partners LLC
Elm Partners Management LLC
OneAscent Financial Services LLC
Sterling Financial Planning, Inc.
Twele Capital Management, Inc.
Simon Quick Advisors, Llc
DiMeo Schneider & Associates, L.L.C.
Painted Porch Advisors LLC
Caliber Wealth Management, LLC / KS
Rockefeller Capital Management L.P.
Burt Wealth Advisors
BRYN MAWR TRUST Co
Waterloo Capital, L.P.
Bernard Wealth Management Corp.
Integrity Financial Corp /WA
Ameriprise Financial Inc
Great Waters Wealth Management
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Bfsg, Llc
waypoint wealth counsel
Baker Tilly Financial, Llc
Geometric Wealth Advisors
McIlrath & Eck, LLC
Joseph P. Lucia & Associates, LLC
Blue Investment Partners LLC
BLB&B Advisors, LLC
V. M. Manning & Co., Inc.
Aptus Capital Advisors, LLC
Bangor Savings Bank
Pacific Sun Financial Corp
Accredited Investors Inc.
Precedent Wealth Partners, Llc
Qube Research & Technologies Ltd
Peoples Financial Services Corp.
Gilbert & Cook, Inc.
Belpointe Asset Management LLC
Brookwood Investment Group LLC
Carret Asset Management, Llc
Wealthgarden F.s. Llc
Sofos Investments, Inc.
Keebeck Wealth Management, LLC
Bellevue Asset Management, Llc
Plancorp, LLC
Crescent Grove Advisors, LLC
Assetmark, Inc
Waldron Private Wealth LLC
HighTower Advisors, LLC
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