SDY / SPDR Series Trust - SPDR S&P Dividend ETF - Net Long/Short Value

SPDR Series Trust - SPDR S&P Dividend ETF
US ˙ ARCA ˙ US78464A7634

SDY / SPDR Series Trust - SPDR S&P Dividend 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)
TFC Financial Management
Chicago Partners Investment Group LLC
GM Advisory Group, Inc.
Burns J W & Co Inc/ny
Cary Street Partner Investment Advisory Llc
JMG Financial Group, Ltd.
BancorpSouth Bank
Asset Dedication, LLC
Coston, McIsaac & Partners
Fortitude Family Office, LLC
Pflug Koory, LLC
Creekmur Asset Management LLC
Aptus Capital Advisors, LLC
Procyon Private Wealth Partners, LLC
STAR Financial Bank
RMR Wealth Builders
Uhlmann Price Securities, Llc
Foster Dykema Cabot & Partners, Llc
TCTC Holdings, LLC
Financial Partners Group, Inc
Cwm, Llc
Core Wealth Management, Inc.
Traphagen Investment Advisors Llc
Garden State Investment Advisory Services LLC
Texas Capital Bank Wealth Management Services Inc
Brighton Jones Llc
Binnacle Investments Inc
Firestone Capital Management
Richardson Capital Management LLC
Narus Financial Partners, LLC
Quadrant Capital Group Llc
Adviser Investments LLC
Welch & Forbes Llc
Sagespring Wealth Partners, Llc
Investors Research Corp
Sarver Vrooman Wealth Advisors
Heartwood Wealth Advisors LLC
National Asset Management, Inc.
Godsey & Gibb Associates
Cascade Financial Partners, LLC
Cambridge Advisors Inc.
Noesis Capital Mangement Corp
BKD Wealth Advisors, LLC
Private Wealth Advisors, LLC
Linscomb & Williams, Inc.
Benchmark Wealth Management, LLC
EP Wealth Advisors, Inc.
Thomasville National Bank
Renaissance Technologies Llc
ASB Consultores, LLC
Argent Trust Co
Pinnacle Financial Partners Inc
Aspen Grove Capital, LLC
Sage Capital Management, LLC
Mascoma Wealth Management LLC
Horst & Graben Wealth Management LLC
Beacon Pointe Advisors, LLC
Hsbc Holdings Plc
LexAurum Advisors, LLC
First National Trust Co
Avantax Planning Partners, Inc.
Berkeley, Inc
Gateway Wealth Partners, LLC
Capital Asset Advisory Services LLC
Shulman DeMeo Asset Management LLC
National Bank Of Canada /fi/
Warner Financial, Inc
Fidelis Capital Partners, LLC
Glenmede Trust Co Na
Bank of Jackson Hole Trust
Fiduciary Group LLC
Sutton Place Investors Llc
Patron Partners Advisors, Llc
Bay Capital Advisors, LLC
Sofos Investments, Inc.
Arrow Financial Corp
O'Brien Wealth Partners LLC
Donaldson Capital Management, Llc
Smith, Moore & Co.
Avant Financial Advisors LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Meridian Wealth Advisors, LLC
Atticus Wealth Management, Llc
Coastline Trust Co
Northern Trust Corp
Triangle Securities Wealth Management
Choate Investment Advisors
Summit Wealth Partners, LLC
BOK Financial Private Wealth, Inc.
Stock Yards Bank & Trust Co
Td Private Client Wealth Llc
SILVER OAK SECURITIES, Inc
Fort Point Capital Partners LLC
Busey Wealth Management
Koshinski Asset Management, Inc.
N.E.W. Advisory Services LLC
MKT Advisors LLC
MCF Advisors LLC
Founders Grove Wealth Partners, Llc
Peoples Bank /oh
Dakota Wealth Management
Quaker Wealth Management, LLC
Pittenger & Anderson Inc
Raymond James Financial Inc
Creative Planning
Sumitomo Mitsui Financial Group, Inc.
Pacific Sun Financial Corp
Ullmann Financial Group, Inc.
Strategic Investment Solutions, Inc. /IL
Bernard Wealth Management Corp.
Strategy Asset Managers Llc
Capital Investment Advisors, LLC
New Century Financial Group, LLC
Mine & Arao Wealth Creation & Management, LLC.
Commonwealth Equity Services, Llc
Advisor Group Holdings, Inc.
Armis Advisers, LLC
Institute for Wealth Management, LLC.
NewEdge Wealth, LLC
Bank Of America Corp /de/
Cascade Investment Group, Inc.
Eldridge Investment Advisors, Inc.
Putnam Fl Investment Management Co
Concurrent Investment Advisors, LLC
Bernardo Wealth Planning LLC
AlphaStar Capital Management, LLC
Glassman Wealth Services
Kraft, Davis & Associates, LLC
Sachetta, LLC
Sovran Advisors, LLC
Joel Isaacson & Co., LLC
Headland Capital, LLC
First Horizon Advisors, Inc.
American Money Management, LLC
Nemes Rush Group LLC
Strategic Wealth Partners, Ltd.
Bangor Savings Bank
Sandy Spring Bank
Marshall Financial Group LLC
Valmark Advisers, Inc.
Planning Directions Inc
Venturi Wealth Management, LLC
Delta Capital Management Llc
Rice Partnership, LLC
Weaver Consulting Group
Wetzel Investment Advisors, Inc.
Mission Wealth Management, Lp
DAVENPORT & Co LLC
MTM Investment Management, LLC
Thrivent Financial For Lutherans
Oliver Lagore Vanvalin Investment Group
Mascagni Wealth Management, Inc.
Principal Securities, Inc.
Parallel Advisors, LLC
HBK Sorce Advisory LLC
RFG Advisory, LLC
Martin Capital Partners, LLC
1620 Investment Advisors, Inc.
Midwest Financial Group LLC
SC&H Financial Advisors, Inc.
Nan Shan Life Insurance Co., Ltd.
Tradewinds Capital Management, LLC
CVA Family Office, LLC
Sageworth Trust Co
Luken Investment Analytics, LLC
Leo Wealth, LLC
Pineridge Advisors LLC
Cresset Asset Management, LLC
Zwj Investment Counsel Inc
Pinnacle Bancorp, Inc.
West Financial Advisors, LLC
Wetherby Asset Management Inc
Nicolet Advisory Services, Llc
Ameritas Advisory Services, LLC
Anchor Investment Management, LLC
Salomon & Ludwin, LLC
Woodside Wealth Management LLC
Rockbridge Investment Management, LCC
Sunbelt Securities, Inc.
GAMMA Investing LLC
Thompson Investment Management, Inc.
Summit Trail Advisors, Llc
Rothschild Investment Llc
Rsm Us Wealth Management Llc
American Institute for Advanced Investment Management, LLP
Capula Management Ltd
AllSquare Wealth Management LLC
Parkworth Wealth Management, Inc.
Ntv Asset Management Llc
Founders Financial Securities Llc
Mission Creek Capital Partners, Inc.
Key Client Fiduciary Advisors, LLC
GPS Wealth Strategies Group, LLC
Huntington National Bank
Jacobi Capital Management LLC
Kwmg, Llc
Hourglass Capital, Llc
Long Run Wealth Advisors, LLC
West Bancorporation Inc
Baldwin Brothers Inc/ma
Strengthening Families & Communities, LLC
Nations Financial Group Inc, /ia/ /adv
PFG Investments, LLC
Keybank National Association/oh
Madison Asset Management, LLC
High Falls Advisors, Inc
Horan Securities, Inc.
Longview Financial Advisors LLC
Worth Asset Management, LLC
Clarity Capital Partners LLC
Goldstein Advisors, LLC
Atalanta Sosnoff Capital, Llc
Stonebridge Financial Group, LLC
Capital Investment Advisory Services, LLC
Kestra Advisory Services, LLC
Beaumont Financial Advisors, LLC
Michael A. Dubis Financial Planning, LLC
Citadel Advisors Llc
Massmutual Trust Co Fsb/adv
Maridea Wealth Management LLC
Regent Peak Wealth Advisors LLC
Lbmc Investment Advisors, Llc
Glen Eagle Advisors, LLC
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
Gunma Bank,Ltd.
Fifth Third Securities, Inc.
Connecticut Wealth Management, LLC
Taddei, Ludwig & Associates, Inc.
Perkins Coie Trust Co
Clarity Wealth Advisors, LLC
First Foundation Advisors
MGB Wealth Management, LLC
Peterson Wealth Management
WESCAP Management Group, Inc.
Aqr Capital Management Llc
Arcadia Investment Management Corp/mi
Black Diamond Financial, LLC
First Commonwealth Financial Corp /pa/
Flagship Harbor Advisors, Llc
Hurley Capital, LLC
Kayne Anderson Rudnick Investment Management Llc
Ieq Capital, Llc
Mainstream Capital Management LLC
Baird Financial Group, Inc.
Apexium Financial, Lp
Integrated Wealth Concepts LLC
Smithfield Trust Co
Beverly Hills Private Wealth, LLC
Toth Financial Advisory Corp
Zhang Financial LLC
Atlas Private Wealth Advisors
MAS Advisors LLC
Truist Financial Corp
CIBC Private Wealth Group, LLC
Stony Point Wealth Management Inc.
Foundations Investment Advisors, LLC
Pinnacle Wealth Management Group, Inc.
Canandaigua National Bank & Trust Co
Perritt Capital Management Inc
Cornerstone Wealth Management, LLC
Visionary Wealth Advisors
Americana Partners, LLC
LM Advisors LLC
HTG Investment Advisors, Inc.
MSH Capital Advisors LLC
Transcend Wealth Collective, Llc
Legacy Financial Group LLC
Marino, Stram & Associates Llc
Thoroughbred Financial Services, Llc
Independent Advisor Alliance
Great Valley Advisor Group, Inc.
Ellenbecker Investment Group
HHM Wealth Advisors, LLC
O'Dell Group, LLC
True Link Financial Advisors, LLC
TruNorth Capital Management, LLC
Atwood & Palmer Inc
Indiana Trust & Investment Management CO
Global Financial Private Client, LLC
Serenus Wealth Advisors, LLC
Meridian Financial, LLC
Twin Focus Capital Partners, Llc
H&H Retirement Design & Management INC
Centricity Wealth Management, LLC
Centaurus Financial, Inc.
Investment Advisory Group, LLC
Private Wealth Group, LLC
Congress Wealth Management LLC / DE /
IFP Advisors, Inc
Zions Bancorporation, National Association /ut/
Capital Performance Advisors Llp
Astoria Portfolio Advisors LLC.
West Oak Capital, LLC
Gibson Capital, LLC
Atlantic Union Bankshares Corp
Ferguson Wellman Capital Management, Inc
West Paces Advisors Inc.
M3 Advisory Group, LLC
Horizon Bancorp Inc /in/
Carson Advisory Inc.
Matrix Private Capital Group Llc
Arthur M. Cohen & Associates, Llc
WFA Asset Management Corp
Lakewood Asset Management LLC
Mitchell Mcleod Pugh & Williams Inc
Plancorp, LLC
Archetype Wealth Partners
Gen-Wealth Partners Inc
Roundview Capital LLC
Blair William & Co/il
United Advisor Group, LLC
Mechanics Bank Trust Department
ProVise Management Group, LLC
Warren Averett Asset Management, LLC
Veridan Wealth LLC
Baltimore-Washington Financial Advisors, Inc.
SlateStone Wealth, LLC
Westmount Partners, LLC
D. E. Shaw & Co., Inc.
Mesirow Financial Investment Management, Inc.
Rise Advisors, LLC
Halbert Hargrove Global Advisors, Llc
We Are One Seven, LLC
Pinnacle Financial Group, LLC / IL
Haverford Trust Co
King Wealth
ORG Wealth Partners, LLC
Creekside Partners
Ashton Thomas Private Wealth, LLC
Principal Financial Group Inc
Cooksen Wealth, LLC
Conservest Capital Advisors, Inc.
Johnson & White Wealth Management, LLC
1832 Asset Management L.P.
Bank Of Montreal /can/
Charter Trust Co
Citizens Financial Group Inc/ri
Collier Financial
Freestone Capital Holdings, LLC
Rodgers Brothers Inc.
Stratos Wealth Advisors, LLC
Main Street Financial Solutions, LLC
LRI Investments, LLC
Rollins Financial Advisors, LLC
Axxcess Wealth Management, Llc
Seacrest Wealth Management, Llc
Valeo Financial Advisors, LLC
Summit X, LLC
Signature Wealth Management Group
Rodgers & Associates, LTD
AlphaCore Capital LLC
Pinney & Scofield, Inc.
Quintet Private Bank (Europe) S.A.
Copia Wealth Management
Geneos Wealth Management Inc.
Good Life Advisors, LLC
OneAscent Financial Services LLC
Wesbanco Bank Inc
Alpha Cubed Investments, LLC
Heritage Financial Services, LLC
Prime Capital Investment Advisors, LLC
NFP Retirement, Inc.
First Citizens Bank & Trust Co
Fortune Financial Advisors, LLC
Obermeyer Wood Investment Counsel, Lllp
Resonant Capital Advisors, LLC
Two Sigma Securities, Llc
Fulton Bank, N.a.
D.a. Davidson & Co.
Park Avenue Securities Llc
SkyOak Wealth, LLC
Peak Asset Management, LLC
VSM Wealth Advisory, LLC
Wsfs Capital Management, Llc
Agate Pass Investment Management, LLC
ICONIQ Capital, LLC
Perfromance Wealth Partners, LLC
PKS Advisory Services, LLC
Riggs Asset Managment Co. Inc.
Cary Street Partners Financial Llc
Wealth Effects Llc
Sar Wealth Management Group, Llc
PDS Planning, Inc
Confluence Investment Management Llc
Tocqueville Asset Management L.p.
Wealthcare Capital Partners, LLC
Valley National Advisers Inc
Berkshire Bank
Atria Investments Llc
Cliftonlarsonallen Wealth Advisors, Llc
Pathstone Holdings, LLC
Old National Bancorp /in/
Trust Co Of Toledo Na /oh/
CX Institutional
Harfst & Associates, Inc.
Kitching Partners, Llc
Pinnacle Associates Ltd
Founders Financial Alliance, LLC
Wealthcare Advisory Partners LLC
Verdence Capital Advisors LLC
Private Trust Co Na
Fagan Associates, Inc.
Matrix Asset Advisors Inc/ny
Private Advisor Group, LLC
Consultiva Wealth Management, Corp.
West Michigan Advisors, Llc
Lanham O'Dell & Company, Inc.
Ascent Group, LLC
Greenhouse Wealth Management, LLC
Bouchey Financial Group Ltd
J.Safra Asset Management Corp
Washington Trust Advisors, Inc.
Formidable Asset Management, LLC
Wellspring Financial Advisors, LLC
Alliancebernstein L.p.
Agf Management Ltd
Gwn Securities Inc.
Robertson Stephens Wealth Management, LLC
Narwhal Capital Management
Ballast Advisors Llc
Alexander Labrunerie & Co., Inc.
Everhart Financial Group, Inc.
Kcm Investment Advisors Llc
Tower View Investment Management & Research LLC
Sage Rhino Capital Llc
Jpmorgan Chase & Co
Ritter Daniher Financial Advisory LLC / DE
GHP Investment Advisors, Inc.
Berkeley Capital Partners, LLC
Richard Bernstein Advisors LLC
StoneX Group Inc.
HighTower Advisors, LLC
Sentinel Pension Advisors Inc
Schnieders Capital Management Llc
Capital Advisors Inc/ok
Compagnie Lombard Odier SCmA
Orin Green Financial, LLC
Private Management Group Inc
Gamco Investors, Inc. Et Al
Northern Oak Wealth Management Inc
Exchange Traded Concepts, Llc
Goldman Sachs Group Inc
Trilogy Capital Inc.
McDonough Capital Management, Inc
St Germain D J Co Inc
Cozad Asset Management Inc
TL Private Wealth
Newman Dignan & Sheerar, Inc.
Abound Wealth Management
Accredited Investors Inc.
Flaharty Asset Management, LLC
Delta Financial Group, Inc.
Providence First Trust Co
Vermillion & White Wealth Management Group, LLC
Oak Harbor Wealth Partners, Llc
Bradley Foster & Sargent Inc/ct
Almanack Investment Partners, LLC.
Sowell Financial Services LLC
TD Waterhouse Canada Inc.
Richwood Investment Advisors, LLC
Wealth Enhancement Advisory Services, Llc
Penobscot Investment Management Company, Inc.
Rossmore Private Capital
VisionPoint Advisory Group, LLC
Moneta Group Investment Advisors Llc
Global Wealth Management, LLC
Hilltop Holdings Inc.
Resolute Wealth Strategies, LLC
Citizens National Bank Trust Department
Empower Advisory Group, LLC
Forbes Financial Planning, Inc.
Main Street Group, LTD
First Pacific Financial
Altus Wealth Group LLC
Redwood Park Advisors LLC
Hanlon Investment Management, Inc.
Dumont & Blake Investment Advisors Llc
Phillips Financial Management, Llc
Revisor Wealth Management LLC
Buckingham Strategic Partners
Fifth Third Bancorp
Umb Bank N A/mo
Chilton Capital Management Llc
BankPlus Trust Department
Financial Alternatives, Inc
Hilltop National Bank
Hazlett, Burt & Watson, Inc.
Activest Wealth Management
Ausdal Financial Partners, Inc.
PrairieView Partners, LLC
CRA Financial Services, LLC
Rocky Mountain Advisers, Llc
U.S. Capital Wealth Advisors, LLC
Tsfg, Llc
Index Fund Advisors, Inc.
Avidian Wealth Solutions, LLC
J.w. Cole Advisors, Inc.
Morgan Stanley
Garrett Investment Advisors LLC
Financial Engines Advisors L.L.C.
Pensionmark Financial Group, Llc
Gables Capital Management Inc.
Janney Montgomery Scott LLC
Flow Traders U.s. Llc
Pure Financial Advisors, Inc.
Wealth Advisory Solutions, LLC
Intellus Advisors LLC
Hollencrest Capital Management
North Capital, Inc.
Total Investment Management Inc
Wrenne Financial Planning LLC
Ritholtz Wealth Management
Genesis Private Wealth, Llc
Grove Bank & Trust
Westside Investment Management, Inc.
Allworth Financial LP
Glass Jacobson Investment Advisors llc
Avion Wealth
Providence Capital Advisors, LLC
Loudon Investment Management, LLC
IFG Advisory, LLC
Y-Intercept (Hong Kong) Ltd
Merit Financial Group, LLC
Mml Investors Services, Llc
Highline Wealth Partners Llc
Independence Bank of Kentucky
Colony Group, LLC
Provident Wealth Management, LLC
Winebrenner Capital Management Llc
MAI Capital Management
United Capital Financial Advisers, Llc
Miracle Mile Advisors, LLC
Condor Capital Management
McCarthy & Cox
Bokf, Na
Coastal Bridge Advisors, LLC
EPG Wealth Management LLC
Lido Advisors, LLC
Summit Asset Management, LLC
LJI Wealth Management, LLC
Vestmark Advisory Solutions, Inc.
King Luther Capital Management Corp
Neuberger Berman Group LLC
Kovitz Investment Group Partners, LLC
Creative Financial Designs Inc /adv
Fourth Dimension Wealth, LLC
Adamsbrown Wealth Consultants Llc
Magnus Financial Group LLC
Financial Insights, Inc.
Benjamin Edwards Inc
Kovack Advisors, Inc.
Kingsview Wealth Management, LLC
Rosenberg Matthew Hamilton
Aberdeen Wealth Management LLC
Graves-Light Private Wealth Management, Inc.
Novus Advisors, Llc
Ridgecrest Wealth Partners, Llc
Mathes Company, Inc.
LS Investment Advisors, LLC
Integrity Wealth Solutions LLC
Selective Wealth Management, Inc.
Versant Capital Management, Inc
Hall Capital Management Co Inc
Investment Research & Advisory Group, Inc.
Caerus Investment Advisors, LLC
Callan Capital, LLC
FDx Advisors, Inc.
Joel Adams & Associates, Inc.
McNaughton Wealth Management, LLC
Whittier Trust Co
Mariner, LLC
Albion Financial Group /ut
Element Wealth, LLC
MONECO Advisors, LLC
Tanglewood Legacy Advisors, LLC
Crews Bank & Trust
Premier Path Wealth Partners, LLC
RFG - Bristol Wealth Advisors, LLC
Mayflower Financial Advisors, LLC
Vista Capital Partners, Inc.
Beacon Investment Advisory Services, Inc.
Topsail Wealth Management, LLC
Evermay Wealth Management Llc
Dunhill Financial, LLC
Sigma Planning Corp
Level Four Advisory Services, Llc
Intelligence Driven Advisers, LLC
Keel Point, LLC
Signaturefd, Llc
BXM Wealth LLC
Asset Management Group, Inc.
Lion Street Advisors, LLC
Family Legacy Financial Solutions, LLC
Arete Wealth Advisors, LLC
Smartleaf Asset Management LLC
Simon Quick Advisors, Llc
Sound Income Strategies, LLC
High Note Wealth, LLC
FineMark National Bank & Trust
Dagco, Inc.
Thompson Davis & Co., Inc.
Captrust Financial Advisors
Financial Synergies Wealth Advisors, Inc.
Regal Investment Advisors LLC
Wealthstream Advisors, Inc.
Emerald Investment Partners, Llc
Guyasuta Investment Advisors Inc
Moloney Securities Asset Management, LLC
Addison Capital Co
Lodestone Wealth Management LLC
Golden State Wealth Management, LLC
AA Financial Advisors, LLC
Money Concepts Capital Corp
Equitable Trust Co
Thurston, Springer, Miller, Herd & Titak, Inc.
Horizons Wealth Management
Howe & Rusling Inc
AMG National Trust Bank
EverSource Wealth Advisors, LLC
Occidental Asset Management, LLC
Friday Financial
Forum Financial Management, LP
LaSalle St. Investment Advisors, LLC
Ssa Swiss Advisors Ag
Crewe Advisors LLC
Harbour Capital Advisors, LLC
Newbridge Financial Services Group, Inc.
Hopwood Financial Services, Inc.
Wealthspire Advisors, LLC
Atria Wealth Solutions, Inc.
Fiduciary Trust Co
Clarius Group, LLC
YHB Investment Advisors, Inc.
Dynamic Advisor Solutions LLC
Central Pacific Bank - Trust Division
Rathbone Brothers plc
Taylor, Cottrill, Erickson & Associates, Inc.
Whittier Trust Co Of Nevada Inc
ORG Partners LLC
Eastern Bank
American Trust
Van Hulzen Asset Management, LLC
Sugar Maple Asset Management, LLC
Financial Management Network Inc
Trust Co Of Vermont
Hm Payson & Co
McGlone Suttner Wealth Management, Inc.
Millstone Evans Group, LLC
Strategent Financial, LLC
Beacon Capital Management, LLC
Midwest Trust Co
Arkadios Wealth Advisors
Badgley Phelps Wealth Managers, LLC
Silicon Valley Capital Partners
Nicolet Bankshares Inc
Cypress Capital Group
MidAtlantic Capital Management, Inc.
Tortoise Investment Management, LLC
Prospera Financial Services Inc
Ehrlich Financial Group
Capital Advisors, Ltd. LLC
TigerOak Management, L.L.C.
Norden Group Llc
Coastal Investment Advisors, Inc.
Climber Capital SA
Jackson, Grant Investment Advisers, Inc.
Berkshire Money Management, Inc.
SBI Securities Co., Ltd.
Truepoint, Inc.
Kathmere Capital Management, LLC
TCG Advisory Services, LLC
Harbor Asset Planning, Inc.
Tyche Wealth Partners LLC
Capstone Wealth Management Group LLC
Bear Mountain Capital, Inc.
Market Street Wealth Management Advisors Llc
Nbc Securities, Inc.
Cherry Tree Wealth Management, LLC
Glenmede Investment Management, LP
Vident Advisory, LLC
LifeSteps Financial, Inc.
Skopos Labs, Inc.
Cambridge Investment Research Advisors, Inc.
Schechter Investment Advisors, LLC
Sterling Capital Management LLC
American Capital Advisory, LLC
Global Trust Asset Management, LLC
Natixis Advisors, L.p.
Palouse Capital Management, Inc.
Mirae Asset Global Investments Co., Ltd.
Addison Advisors LLC
Paragon Financial Partners, Inc.
Bailard, Inc.
Eagle Strategies LLC
TD Capital Management LLC
Fiduciary Alliance LLC
Archer Investment Corp
Envestnet Portfolio Solutions, Inc.
Wood Tarver Financial Group, LLC
Purkiss Capital Advisors LLC
KFA Private Wealth Group, LLC
Mayport, Llc
Vanguard Group Inc
Salem Investment Counselors Inc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Butensky & Cohen Financial Security, Inc
Elk River Wealth Management, LLC
Bristlecone Advisors, LLC
Apollon Financial, LLC
Perigon Wealth Management, LLC
Register Financial Advisors LLC
Fortis Capital Advisors, LLC
Vista Wealth Management Group, LLC
Eagle Global Advisors Llc
Atlantic Trust, LLC
Insigneo Advisory Services, Llc
Cetera Investment Advisers
Capital Advisory Group Advisory Services, LLC
Colonial Trust Advisors
Resources Investment Advisors, LLC.
Fiduciary Family Office, Llc
Cerity Partners LLC
RMG Wealth Management LLC
Romano Brothers And Company
Montag A & Associates Inc
Retirement Investment Advisors, Inc.
Harbor Investment Advisory, Llc
Steward Partners Investment Advisory, Llc
Kilter Group LLC
Meridian Wealth Management, LLC
Rebalance, Llc
Hubbell Strickland Wealth Management, LLC
Prairie Wealth Advisors, Inc.
Sequent Asset Management, LLC
Optimum Investment Advisors
Exencial Wealth Advisors, Llc
Kentucky Trust Co
Gerber Kawasaki Wealth & Investment Management
Rockefeller Capital Management L.P.
West Branch Capital LLC
Operose Advisors LLC
Chancellor Financial Group WB LP
Global Wealth Strategies & Associates
Vise Technologies, Inc.
Hengehold Capital Management Llc
Semitam Bonam Llc
Carnegie Capital Asset Management, LLC
Bank of New York Mellon Corp
United Bank
Bare Financial Services, Inc
Bnp Paribas Arbitrage, Sa
IAG Wealth Partners, LLC
Friedenthal Financial
Capasso Planning Partners LLC
Inlight Wealth Management, LLC
Oak Asset Management, LLC
Capital Investment Counsel, Inc
Caliber Wealth Management, LLC / KS
Center for Financial Planning, Inc.
Klingman & Associates, LLC
Capital Analysts, Inc.
Brown, Lisle/cummings, Inc.
Ameriprise Financial Inc
City State Bank
CoreCap Advisors, LLC
Adirondack Trust Co
M&t Bank Corp
Wolff Financial Management Llc
Shum Financial Group, Inc.
Apollon Wealth Management, LLC
SOUTH STATE Corp
Pin Oak Investment Advisors Inc
Plante Moran Financial Advisors, LLC
Caldwell Securities, Inc
First United Bank Trust/
American National Bank
Modera Wealth Management, LLC
CENTRAL TRUST Co
Boston Family Office Llc
Marion Wealth Management
Morling Financial Advisors, LLC
Compass Ion Advisors, LLC
Shared Vision Wealth Group LLC
Wealth Preservation Advisors, LLC
Garrison Point Advisors, Llc
Lowe Wealth Advisors, LLC
Private Wealth Asset Management, LLC
Values Added Financial LLC
High Net Worth Advisory Group LLC
Susquehanna International Group, Llp
Cullen/frost Bankers, Inc.
Brown Advisory Inc
Shoker Investment Counsel, Inc.
Gries Financial Llc
Navis Wealth Advisors, LLC
Garrett Wealth Advisory Group, LLC
City Holding Co
Assetmark, Inc
Cornerstone Advisory, LLC
Smith & Howard Wealth Management, LLC
NorthRock Partners, LLC
BCS Private Wealth Management, Inc.
Round Rock Advisors, LLC
Moors & Cabot, Inc.
Advisory Services Network, LLC
Peapack Gladstone Financial Corp
Capstone Wealth Management Group, Llc
Bessemer Group Inc
Rappaport Reiches Capital Management, LLC
Philadelphia Trust Co
Lodestar Private Asset Management Llc
Lake Street Financial Llc
Treasure Coast Financial Planning
NewSquare Capital LLC
Aspect Partners, LLC
Oakworth Capital, Inc.
Chemung Canal Trust Co
Missouri Trust & Investment Co
Farmers & Merchants Investments Inc
White Pine Capital Llc
Russell Investments Group, Ltd.
North Star Investment Management Corp.
Equitable Holdings, Inc.
Sanibel Captiva Trust Company, Inc.
Fiduciary Advisors, Inc.
Quantinno Capital Management LP
My Legacy Advisors, LLC
Keystone Global Partners, LLC
Dynamic Wealth Strategies, LLC
Guardian Wealth Advisors, Llc / Nc
Hillcrest Wealth Advisors - NY, LLC
Charles Schwab Trust Co
Nordwand Advisors, LLC
Becker Capital Management Inc
Regions Financial Corp
Avantax Advisory Services, Inc.
Stonebridge Financial Planning Group, LLC
Jfs Wealth Advisors, Llc
Farmers & Merchants Trust Co of Chambersburg PA
Stablepoint Partners, LLC
Essex Savings Bank
Ledyard National Bank
Colonial Trust Co / SC
Investment Partners, Ltd.
Brio Consultants, LLC
Union Savings Bank
Focus Financial Network, Inc.
Houlihan Financial Resource Group, Ltd.
Flagship Wealth Advisors, Llc
Cobblestone Capital Advisors Llc /ny/
Graypoint LLC
Zrc Wealth Management, Llc
Tompkins Financial Corp
Harbour Investments, Inc.
Wiley Bros.-aintree Capital, Llc
Duncker Streett & Co Inc
Raab & Moskowitz Asset Management LLC
Tritonpoint Wealth, Llc
Hoge Financial Services, Llc
Grimes & Company, Inc.
O'ROURKE & COMPANY, Inc
Patriot Investment Management Inc.
BlackRock, Inc.
Bond & Devick Financial Network, Inc.
Drucker Wealth 3.0, LLC
Piscataqua Savings Bank
Western Wealth Management, LLC
Envestnet Asset Management Inc
Change Path, LLC
Smith, Salley & Associates
Sage Mountain Advisors LLC
Future Financial Wealth Managment LLC
Mutual Advisors, LLC
Redwood Wealth Management Group, LLC
Fmr Llc
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
VeraBank, N.A.
Denver Wealth Management, Inc.
Country Club Bank /gfn
Cypress Wealth Services, LLC
Kestra Private Wealth Services, Llc
Patriot Financial Group Insurance Agency, LLC
Hemington Wealth Management
Global Retirement Partners, LLC
Roger Wittlin Investment Advisory, LLC
Fwl Investment Management, Llc
DecisionPoint Financial, LLC
Hanson & Doremus Investment Management
Ancora Advisors, LLC
Insight Inv LLC
Integrity Financial Corp /WA
China Universal Asset Management Co., Ltd.
Prosperity Consulting Group, LLC
Childress Capital Advisors, Llc
Financial Gravity Companies, Inc.
Walkner Condon Financial Advisors LLC
Curbstone Financial Management Corp
Davidson Trust Co
Kaydan Wealth Management, Inc.
Cambridge Capital Management, Llc
Beacon Financial Advisory LLC
GWM Advisors LLC
Calamos Wealth Management LLC
First National Corp /ma/ /adv
Hartland & Co., LLC
Northwestern Mutual Wealth Management Co
Webster Bank, N. A.
Oppenheimer & Co Inc
Armor Investment Advisors, LLC
GoalVest Advisory LLC
James Investment Research Inc
Kerntke Otto McGlone Wealth Management Group
Certified Advisory Corp
Appleton Partners Inc/ma
Vertex Planning Partners, LLC
Bank & Trust Co
Financial Perspectives, Inc
Brown Brothers Harriman & Co
Blueprint Investment Partners LLC
BSW Wealth Partners
Mercer Global Advisors Inc /adv
Tennessee Valley Asset Management Partners
Beacon Bridge Wealth Partners, LLC
Taylor Financial Group, Inc.
Fifth Third Wealth Advisors LLC
Blue Fin Capital, Inc.
Centennial Bank/AR/
Harbour Trust & Investment Management Co
Frazier Financial Advisors, LLC
Franklin Resources Inc
Royal Bank Of Canada
Emprise Bank
Commerce Bank
Per Stirling Capital Management, LLC.
UBS Group AG
One Capital Management, LLC
Bridgewealth Advisory Group, LLC
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund
Hallmark Capital Management Inc
Integrated Advisors Network LLC
Axis Wealth Partners, LLC
Kanawha Capital Management Llc
Cove Private Wealth, LLC
Kingswood Wealth Advisors, Llc
Ellis Investment Partners, LLC
Parcion Private Wealth LLC
May Barnhard Investments LLC
Mycio Wealth Partners, Llc
Edmond De Rothschild Holding S.a.
Koss-Olinger Consulting, LLC
AE Wealth Management LLC
Freedom Financial Partners LLC
Belpointe Asset Management LLC
Riverstone Advisors, LLC
Mowery & Schoenfeld Wealth Management, LLC
Marcum Wealth, LLC
GEN Financial Management, INC.
Snowden Capital Advisors LLC
Beese Fulmer Investment Management, Inc.
CIBC World Markets Inc.
David R. Rahn & Associates Inc.
Stonegate Investment Group, LLC
Sandy Cove Advisors, LLC
YANKCOM Partnership
Hoffman, Alan N Investment Management
Foster Group, Inc.
AlTi Global, Inc.
Princeton Global Asset Management LLC
Signature Securities Group Corporation
Aries Wealth Management
Evolution Wealth Management Inc.
Family Legacy, Inc.
Pinnacle Wealth Management Advisory Group, LLC
Destination Wealth Management
Simmons Bank
Evoke Wealth, Llc
Tiaa Trust, National Association
Noble Wealth Management PBC
BCS Wealth Management
Secure Asset Management, LLC
Kiker Wealth Management, LLC
Old North State Wealth Management, LLC
Jackson Hole Capital Partners, LLC
Principle Wealth Partners Llc
GLOBALT Investments LLC / GA
KPP Advisory Services LLC
Transform Wealth, LLC
S.E.E.D. Planning Group LLC
BRYN MAWR TRUST Co
Hardin Capital Partners, LLC
Seven Springs Wealth Group, LLC
Orion Portfolio Solutions, LLC
Liberty One Investment Management, Llc
Armstrong Advisory Group, Inc
Pps&v Asset Management Consultants, Inc.
NWF Advisory Services Inc.
MeadowBrook Investment Advisors LLC
Chevy Chase Trust Holdings, Inc.
VestGen Advisors, LLC
Aire Advisors, Llc
Essex Financial Services, Inc.
1st Source Bank
Stratos Wealth Partners, LTD.
Cornerstone Planning Group LLC
Scotia Capital Inc.
Whitaker-Myers Wealth Managers, LTD.
Titleist Asset Management, Llc
Farther Finance Advisors, LLC
Pacific Point Advisors, LLC
Mark Sheptoff Financial Planning, Llc
Cassaday & Co Wealth Management LLC
CAPROCK Group, Inc.
Howard Wealth Management, Llc
AdvisorNet Financial, Inc
Cetera Trust Company, N.A
Maryland Capital Advisors Inc.
Calton & Associates, Inc.
Garde Capital, Inc.
Wedbush Securities Inc
Diversified Trust Co
Systematic Alpha Investments, LLC
J. W. Coons Advisors, LLC
Scarborough Advisors, LLC
Kapstone Financial Advisors LLC
Laurel Wealth Advisors LLC
Sequoia Financial Advisors, LLC
Thrive Wealth Management, LLC
Nbt Bank N A /ny
Greenwich Wealth Management LLC
Citigroup Inc
Barclays Plc
Berger Financial Group, Inc
Founders Capital Management
Parkside Financial Bank & Trust
One Day In July LLC
Headinvest, Llc
Venture Visionary Partners LLC
Coldstream Capital Management Inc
United Bank
Saxon Interests, Inc.
RWM Asset Management, LLC
Mv Capital Management, Inc.
Principal Street Partners, LLC
SRS Capital Advisors, Inc.
Precedent Wealth Partners, Llc
DHJJ Financial Advisors, Ltd.
My Personal CFO, LLC
Comerica Bank
IHT Wealth Management, LLC
Federation des caisses Desjardins du Quebec
RiverFront Investment Group, LLC
CBIZ Investment Advisory Services, LLC
Stephens Inc /ar/
Acropolis Investment Management, LLC
Lindbrook Capital, Llc
M1 Capital Management LLC
Lewis Asset Management, LLC
MWA Asset Management
Woodmont Investment Counsel Llc
Swmg, Llc
Mechanics Financial Corp
Pallas Capital Advisors LLC
Summit Financial, LLC
Spire Wealth Management
TFG Advisers LLC
Cardiff Park Advisors, Llc
International Assets Investment Management, Llc
Oldfather Financial Services, LLC
Delta Asset Management Llc/tn
SevenBridge Financial Group, LLC
LPL Financial LLC
Crescent Grove Advisors, LLC
Wedmont Private Capital
Jones Financial Companies Lllp
Biltmore Family Office, LLC
Interchange Capital Partners, LLC
Ashford Advisors, LLC
Mpwm Advisory Solutions, Llc
Baugh & Associates, LLC
Painted Porch Advisors LLC
Financial Advocates Investment Management
Epiq Partners, Llc
LongView Wealth Management
Aspiriant, Llc
Bartlett & Co. Wealth Management Llc
Ronald Blue Trust, Inc.
Wells Fargo & Company/mn
Nwam Llc
Beck Mack & Oliver Llc
Financial Advisory Service, Inc.
Financially Speaking Inc
Pictet North America Advisors SA
Blueprint Financial Advisors LLC
Holistic Financial Partners
Boston Private Wealth Llc
Cadent Capital Advisors, LLC
Synovus Financial Corp
Savant Capital, LLC
Daymark Wealth Partners, Llc
Advisor Resource Council
Qrg Capital Management, Inc.
BIP Wealth, LLC
Lansing Street Advisors
FSA Wealth Management LLC
Brinker Capital Investments, LLC
Forza Wealth Management, LLC
TT Capital Management LLC
Ameritas Investment Partners, Inc.
Palisade Asset Management, LLC
Beaumont Capital Management, LLC
Disciplined Investments, LLC
Simplicity Wealth,LLC
Tufton Capital Management
Hilton Capital Management, LLC
Woodard & Co Asset Management Group Inc /adv
Covenant Asset Management, LLC
Perennial Investment Advisors, LLC
First Trust Advisors Lp
Prudent Man Investment Management, Inc.
Atomi Financial Group, Inc.
Brandywine Oak Private Wealth Llc
MPS Loria Financial Planners, LLC
Jeppson Wealth Management, Llc
Neumann Capital Management, LLC
Destiny Capital Corp/CO
McIlrath & Eck, LLC
River Wealth Advisors LLC
Us Bancorp \de\
CI Private Wealth, LLC
Mather Group, Llc.
Strategic Blueprint, LLC
Community Bank & Trust, Waco, Texas
Tower Research Capital LLC (TRC)
Briaud Financial Planning, Inc
Baker Tilly Financial, Llc
Integrity Alliance, Llc.
Compass Planning Associates Inc
Transce3nd, LLC
Amussen Hunsaker Associates Llc
Quadcap Wealth Management, LLC
New Hampshire Trust
Roble, Belko & Company, Inc
Wallace Advisory Group, LLC
Collective Family Office Llc
WFA of San Diego, LLC
Csenge Advisory Group
Greenleaf Trust
Capital Group Private Client Services, Inc.
Pines Wealth Management, LLC
HB Wealth Management, LLC
Key FInancial Inc
Charter Oak Capital Management, LLC
Augustine Asset Management Inc
Clifford Swan Investment Counsel Llc
Pettyjohn, Wood & White, Inc
Wealthbridge Capital Management, Llc
Reynders McVeigh Capital Management, LLC
Boreal Capital Management LLC
Pnc Financial Services Group, Inc.
Wilkins Miller Wealth Management, LLC
Nvwm, Llc
Meritage Portfolio Management
Evergreen Capital Management Llc
Seamount Financial Group Inc
Larson Financial Group LLC
Johnson Investment Counsel Inc
Twin Peaks Wealth Advisors, LLC
Bank OZK
Icapital Wealth Llc
Associated Banc-corp
Strategic Family Wealth Counselors, L.L.C.
New England Private Wealth Advisors LLC
Novem Group
Patten & Patten Inc/tn
First Heartland Consultants, Inc.
O'shaughnessy Asset Management, Llc
Nadler Financial Group, Inc.
Intrua Financial, LLC
Stifel Financial Corp
Northeast Financial Consultants Inc
Deutsche Bank Ag\
Sawgrass Asset Management Llc
RMB Capital Management, LLC
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