FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF - Net Long/Short Value

Schwab Strategic Trust - Schwab Fundamental International Equity ETF
US ˙ ARCA ˙ US8085247554

FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF - Net Long/Short Value
In questa pagina sono riportate le valutazioni nette long/short per ogni partecipazione istituzionale segnalata tramite i depositi 13F o NPORT. Per calcolare il valore netto long/short, aggiungiamo il valore delle azioni al valore delle opzioni call e sottraiamo il valore delle opzioni put. I fondi che segnalano posizioni corte prese in prestito riporteranno i valori azionari come negativi. Le posizioni nette lunghe avranno numeri positivi nella colonna valore netto long/short, mentre le posizioni nette corte avranno valori negativi nella stessa colonna.
Proprietario Valore azionario
($1000)
Valore call
($1000)
Valore put
($1000)
Valore netto long/short
($1000)
Pennsylvania Capital Management Inc /adv
GM Advisory Group, Inc.
L.K. Benson & Company, P.C.
Baird Financial Group, Inc.
Rialto Wealth Management, LLC
Adirondack Trust Co
Axxcess Wealth Management, Llc
Lido Advisors, LLC
Cornerstone Planning Group LLC
Monetary Solutions, Ltd
Gill Capital Partners, Llc
17 Capital Partners, Llc
5T Wealth, LLC
High Note Wealth, LLC
Synergy Investment Management, LLC
Perissos Private Wealth Management, LLC
Mayfair Advisory Group, LLC
Integrity Financial Corp /WA
Winch Advisory Services, LLC
Cdkv Holdings Llc
Jones Financial Companies Lllp
Trust Co Of Vermont
Forefront Wealth Partners, LLC
Symphony Financial, Ltd. Co.
Valley National Advisers Inc
Citigroup Inc
Vestmark Advisory Solutions, Inc.
Aptus Capital Advisors, LLC
Golden State Wealth Management, LLC
Glenmede Trust Co Na
J. L. Bainbridge & Co., Inc.
Wedmont Private Capital
Ameriprise Financial Inc
Harbour Investment Management Llc
Sonoma Private Wealth LLC
Clarkston Capital Partners, LLC
Mariner, LLC
Soltis Investment Advisors LLC
Bell Investment Advisors, Inc
Selective Wealth Management, Inc.
Texas Yale Capital Corp.
Crewe Advisors LLC
Archvest Wealth Advisors, Inc.
Founders Financial Alliance, LLC
Cahill Financial Advisors Inc
ORG Partners LLC
Parkside Financial Bank & Trust
Merit Financial Group, LLC
Spectrum Planning & Advisory Services Inc.
Buckingham Strategic Partners
Medallion Wealth Advisors, LLC
Robertson Stephens Wealth Management, LLC
Flagship Harbor Advisors, Llc
Nbc Securities, Inc.
Aviance Capital Partners, LLC
Wealth Advisory Team LLC
First Command Advisory Services, Inc.
Noesis Capital Mangement Corp
CI Private Wealth, LLC
Avidian Wealth Solutions, LLC
Ieq Capital, Llc
Arlington Trust Co LLC
Benjamin Edwards Inc
Park Avenue Securities Llc
Wilkerson Advisory Group LLC
Gunpowder Capital Management, LLC dba Oliver Wealth Management
CVA Family Office, LLC
Rothschild Investment Llc
BOK Financial Private Wealth, Inc.
Delta Asset Management Llc/tn
Sfmg, Llc
AlphaCore Capital LLC
Vermillion Wealth Management, Inc.
Noble Wealth Management PBC
Clark Asset Management, LLC
Ifrah Financial Services, Inc.
Seed Wealth Management, Inc.
Change Path, LLC
Westmount Partners, LLC
Skopos Labs, Inc.
G2 Capital Management, Llc / Oh
DiNuzzo Private Wealth, Inc.
Certified Advisory Corp
Kingswood Wealth Advisors, Llc
SILVER OAK SECURITIES, Inc
Fairway Wealth LLC
Latko Wealth Management, Ltd.
Timmons Wealth Management, LLC
Vanguard Group Inc
Simplicity Wealth,LLC
Squarepoint Ops LLC
Summit Trail Advisors, Llc
Archford Capital Strategies, LLC
Nemes Rush Group LLC
Cutler Investment Counsel Llc
Pnc Financial Services Group, Inc.
Journey Advisory Group, LLC
Ciovacco Capital Management LLC
Kovitz Investment Group Partners, LLC
Whittier Trust Co Of Nevada Inc
Beacon Pointe Advisors, LLC
Capital Advisors Wealth Management, LLC
SageView Advisory Group, LLC
Financial Engines Advisors L.L.C.
Aspiriant, Llc
Stifel Financial Corp
Cathy Pareto & Associates, Inc
Versant Capital Management, Inc
Penserra Capital Management LLC
Empower Advisory Group, LLC
NorthRock Partners, LLC
Brookstone Capital Management
Warren Averett Asset Management, LLC
LVW Advisors, LLC
Colony Group, LLC
Seacrest Wealth Management, Llc
Tradition Wealth Management, LLC
BFI Wealth Solutions, LLC
Quadrant Private Wealth Management, LLC
Silverlake Wealth Management Llc
Capital Analysts, Inc.
Triumph Capital Management
Financial Management Professionals, Inc.
Facet Wealth, Inc.
Prospera Financial Services Inc
BCS Wealth Management
Kozak & Associates, Inc.
WESCAP Management Group, Inc.
NewEdge Wealth, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Murphy & Mullick Capital Management Corp
Motco
Castle Wealth Management Llc
Studio Investment Management Llc
Capital Investment Advisory Services, LLC
Barnes Dennig Private Wealth Management LLC
CIBC Private Wealth Group, LLC
Prairiewood Capital, LLC
Swisher Financial Concepts, Inc.
Greykasell Wealth Strategies, Inc.
Canandaigua National Bank & Trust Co
Alpha Cubed Investments, LLC
Federation des caisses Desjardins du Quebec
Strategic Family Wealth Counselors, L.L.C.
Haven Private, LLC
Family Capital Trust Co
Kavar Capital Partners Group, Llc
Carter Financial, LLC
McGrath & Associates, Inc.
Trust Co
Gradient Investments LLC
Fmr Llc
Auto-Owners Insurance Co
Apella Capital, LLC
Wiley Bros.-aintree Capital, Llc
Oakworth Capital, Inc.
Godsey & Gibb Associates
Leo H. Evart, Inc.
Bleakley Financial Group, LLC
Apollon Wealth Management, LLC
HB Wealth Management, LLC
Plan A Wealth LLC
MorganRosel Wealth Management, LLC
Gts Securities Llc
Adviser Investments LLC
Envestnet Portfolio Solutions, Inc.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Mml Investors Services, Llc
Access Financial Services, Inc.
Estate Counselors, LLC
Hutchinson Capital Management/ca
Armstrong Advisory Group, Inc
Bank Of America Corp /de/
Lauterbach Financial Advisors, LLC
Keystone Financial Group
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
High Falls Advisors, Inc
Emerald Investment Partners, Llc
James Investment Research Inc
Pacific Capital Wealth Advisors, Inc
Tompkins Financial Corp
Almanack Investment Partners, LLC.
Caerus Investment Advisors, LLC
SOUTH STATE Corp
AE Wealth Management LLC
HHM Wealth Advisors, LLC
Western Wealth Management, LLC
Custom Index Systems, Llc
Opes Wealth Management LLC
Angeles Wealth Management, Llc
Rossby Financial, LCC
RMB Capital Management, LLC
Fortune Financial Group, Inc.
Wiser Advisor Group LLC
First County Bank /CT/
Howard Financial Services, Ltd.
Nbt Bank N A /ny
Maseco Llp
J.E. Simmons & Co., P.C.
Sound Stewardship, LLC
Curtis Advisory Group, LLC
Mark Sheptoff Financial Planning, Llc
Exencial Wealth Advisors, Llc
Creekside Partners
Wells Fargo & Company/mn
Alpha Omega Wealth Management LLC
Johnson Investment Counsel Inc
Advisortrust Partners, Llc
Unison Advisors LLC
Everhart Financial Group, Inc.
Owl Creek Wealth Partners LLC
Sei Investments Co
Envestnet Asset Management Inc
Key FInancial Inc
Key Capital Management, INC
Smartleaf Asset Management LLC
Round Rock Advisors, LLC
Elevation Wealth Management LLC
Mendel Capital Management LLC
Montag A & Associates Inc
Capital Advantage, Inc.
Mercer Global Advisors Inc /adv
Waterfront Wealth Inc.
Frazier Financial Advisors, LLC
Security National Bank
West Wealth Group, LLC
Cornerstone Wealth Group, LLC
Csenge Advisory Group
Novem Group
Tempo Wealth, LLC
Godfrey Financial Associates, Inc.
Crescent Sterling, Ltd.
PCA Investment Advisory Services Inc.
CAPROCK Group, Inc.
WealthCollab, LLC
Consolidated Planning Corp
Diversify Wealth Management, Llc
Gladstone Institutional Advisory LLC
Royal Bank Of Canada
IFP Advisors, Inc
Sowell Financial Services LLC
Assetmark, Inc
Daytona Street Capital LLC
Riverchase Wealth Management, Llc
Kathmere Capital Management, LLC
Fortis Advisors, LLC
Glassman Wealth Services
Bank Of Montreal /can/
SigFig Wealth Management, LLC
Howe & Rusling Inc
Kingsview Wealth Management, LLC
Parvin Asset Management, LLC
Evergreen Capital Management Llc
Oarsman Capital, Inc.
Triangle Securities Wealth Management
Old Point Trust & Financial Services N A
Bruce G. Allen Investments, LLC
Commonwealth Equity Services, Llc
Clarity Capital Advisors, LLC
Archer Investment Corp
Worth Asset Management, LLC
Farmers & Merchants Investments Inc
10Elms LLP
MAI Capital Management
Quantinno Capital Management LP
West Branch Capital LLC
Curio Wealth, Llc
Creative Capital Management Investments LLC
MidAtlantic Capital Management, Inc.
Ellevest, Inc.
Visionary Wealth Advisors
Beacon Investment Advisory Services, Inc.
Essential Partners LLC
Vision Retirement, LLC
Private Advisor Group, LLC
Advisory Alpha, LLC
TD Capital Management LLC
Index Fund Advisors, Inc.
Lutz Financial Services LLC
Bogart Wealth, LLC
Hamilton Point Investment Advisors, LLC
Pekin Hardy Strauss, Inc.
Regal Investment Advisors LLC
Wolff Wiese Magana Llc
Main Street Group, LTD
Ballast Financial Advisors LLC
Family Legacy, Inc.
Birchwood Financial Partners, Inc.
Wagner Wealth Management, Llc
William Howard & Co Financial Advisors Inc
Janney Montgomery Scott LLC
Parallel Advisors, LLC
Baer Investment Advisory LLC
Boulay Financial Advisors, LLC
Pinney & Scofield, Inc.
Steward Partners Investment Advisory, Llc
Auxano Advisors, LLC
Brown Brothers Harriman & Co
Signature Resources Capital Management, LLC
Asset Dedication, LLC
Nearwater Capital Markets, Ltd
CFO4Life Group, LLC
Wealth Enhancement Advisory Services, Llc
Ameritas Advisory Services, LLC
Berger Financial Group, Inc
Front Row Advisors LLC
American National Bank
Alhambra Investment Partners LLC
Victory Capital Management Inc
Stone House Investment Management, LLC
WCG Wealth Advisors LLC
Focus Financial Network, Inc.
Gambit Capital Management, LLC
Weaver Capital Management LLC
Crusonia Wealth Advisors LLC
RMG Wealth Management LLC
Nvest Wealth Strategies, Inc.
Capital Square, LLC
Oppenheimer & Co Inc
AssuredPartners Investment Advisors, LLC
Capitolis Liquid Global Markets Llc
Krilogy Financial LLC
Argent Trust Co
Activest Wealth Management
Private Wealth Management Group, LLC
WealthPLAN Partners, LLC
Salomon & Ludwin, LLC
CIBC Bancorp USA Inc.
1 North Wealth Services Llc
HBK Sorce Advisory LLC
Belpointe Asset Management LLC
Vanguard Advisers Inc
Advisory Services Network, LLC
Brand Asset Management Group, Inc.
Peapack Gladstone Financial Corp
Nadler Financial Group, Inc.
Bristlecone Value Partners, LLC
PFG Advisors
Thrivent Financial For Lutherans
Maryland Capital Advisors Inc.
Neuberger Berman Group LLC
Mogy Joel R Investment Counsel Inc
Hartland & Co., LLC
Captrust Financial Advisors
Mutual Advisors, LLC
Integrated Advisors Network LLC
Capital Investment Advisors, LLC
StoneX Group Inc.
Hm Payson & Co
Foguth Wealth Management, LLC.
Citadel Advisors Llc
Phil A. Younker & Associates, Ltd.
Bartlett & Co. Wealth Management Llc
Y-Intercept (Hong Kong) Ltd
Rf&l Wealth Management, Llc
Opus Financial Solutions LLC
Coldstream Capital Management Inc
D'Orazio & Associates, Inc.
Ancora Advisors, LLC
Miracle Mile Advisors, LLC
Kestra Private Wealth Services, Llc
Marshall & Sterling Wealth Advisors Inc.
Warner Financial, Inc
Beacon Capital Management, Inc.
Dunhill Financial, LLC
Evercore Wealth Management, LLC
Affinity Capital Advisors, LLC
Keeler & Nadler Financial Planning & Wealth Management
EP Wealth Advisors, Inc.
Rsm Us Wealth Management Llc
Turtle Creek Wealth Advisors, LLC
Magnolia Private Wealth, LLC
Bokf, Na
Arkadios Wealth Advisors
PDS Planning, Inc
Mather Group, Llc.
Fwl Investment Management, Llc
Catalyst Investment Management LLC
Ehrlich Financial Group
Tiaa-cref Individual & Institutional Services, Llc
First Horizon Corp
Cooke Wealth Management, LLC
Colonial Trust Co / SC
Mosley Wealth Management
Liberty Square Wealth Partners Llc
IHT Wealth Management, LLC
Northern Trust Corp
Cabot Wealth Management Inc
Strategic Advisory Partners, Llc
Barry Investment Advisors, LLC
IFC & Insurance Marketing, Inc.
First Pacific Financial
Canvas Wealth Advisors, LLC
Advisor Group Holdings, Inc.
True North Advisors, LLC
Financial Consulate, Inc
Sound Income Strategies, LLC
Meridian Investment Counsel Inc.
Betterment LLC
Ritholtz Wealth Management
JDM Financial Group LLC
International Assets Investment Management, Llc
BlueSky Wealth Advisors, LLC
Altfest L J & Co Inc
LaSalle St. Investment Advisors, LLC
Qrg Capital Management, Inc.
Central Pacific Bank - Trust Division
Wealthspire Advisors, LLC
Skyline Advisors, Inc.
NorthCrest Asset Manangement, LLC
Beacon Bridge Wealth Partners, LLC
Northwestern Mutual Wealth Management Co
Wealth Forward, LLC
Spire Wealth Management
Milestone Investment Advisors LLC
Networth Advisors, LLC
SRS Capital Advisors, Inc.
Concurrent Investment Advisors, LLC
O'shaughnessy Asset Management, Llc
TCG Advisory Services, LLC
Steigerwald, Gordon & Koch Inc.
Acumen Wealth Advisors, LLC
Ackerman Capital Advisors, LLC
Bluedoor Private Wealth, Llc
Savvy Advisors, Inc.
Mission Wealth Management, Lp
Nicolet Bankshares Inc
Condor Capital Management
CENTRAL TRUST Co
Opus Capital Group, LLC
Savant Capital, LLC
Southern Capital Advisors, Llc
Red Door Wealth Management, LLC
Ferguson Wellman Capital Management, Inc
Kiley Juergens Wealth Management, Llc
Roehl & Yi Investment Advisors, LLC
Protective Life Corp
Channel Wealth Llc
Ade, Llc
Zrc Wealth Management, Llc
Pathstone Holdings, LLC
Lafayette Investments, Inc.
Mpwm Advisory Solutions, Llc
Wealthfront Advisers Llc
Financial Synergies Wealth Advisors, Inc.
TIAA Wealth Investment Management LLC
Independent Advisor Alliance
Williams Financial, LLC
Kestra Advisory Services, LLC
MCF Advisors LLC
Mayflower Financial Advisors, LLC
Mcguire Capital Advisors Inc
Maia Wealth LLC
National Asset Management, Inc.
Keating Financial Advisory Services, Inc.
Cliftonlarsonallen Wealth Advisors, Llc
Glass Jacobson Investment Advisors llc
UMA Financial Services, Inc.
McIlrath & Eck, LLC
GHP Investment Advisors, Inc.
Asset Management Group, Inc.
Pflug Koory, LLC
Clark Capital Management Group, Inc.
PlanVest Financial, Inc
MBE Wealth Management, LLC
Caitlin John, LLC
Eagle Strategies LLC
Atria Investments Llc
Smithfield Trust Co
Bell Bank
William Mack & Associates, Inc.
Moller Financial Services
Accredited Investors Inc.
Financial Life Planners
Wealthcare Advisory Partners LLC
Northwest Wealth Management, Llc
Cullen/frost Bankers, Inc.
Clearview Wealth Advisors LLC
Visionary Horizons, LLC
HighTower Advisors, LLC
Plante Moran Financial Advisors, LLC
Brightwater Advisory LLC
Kohmann Bosshard Financial Services, LLC
Johnson Financial Group, Inc.
American Financial & Tax Strategies Inc
SOA Wealth Advisors, LLC.
Resonant Capital Advisors, LLC
True Wealth Design, LLC
Valmark Advisers, Inc.
Gateway Wealth Partners, LLC
Richard P Slaughter Associates Inc
Invst, LLC
Van Den Berg Management I, Inc
Security National Bank Of Sioux City Iowa /ia/
National Bank Of Canada /fi/
Manuka Financial, LLC
Beto Financial Group, Llc
Cwm, Llc
Abound Wealth Management
Verum Partners LLC
We Are One Seven, LLC
Guardian Wealth Advisors, Llc / Nc
Proffitt & Goodson Inc
N.E.W. Advisory Services LLC
Hantz Financial Services, Inc.
AdvisorNet Financial, Inc
Operose Advisors LLC
Addison Advisors LLC
Diversified Portfolios, Inc.
Lunt Capital Management, Inc.
Pacific Park Financial, Inc.
Planning Project LLC
Wingate Wealth Advisors, Inc.
Aqr Capital Management Llc
Root Financial Partners, LLC
Triad Wealth Partners, LLC
Carrera Capital Advisors
Manning & Napier Advisors Llc
Pinnacle Wealth Planning Services, Inc.
Fifth Third Wealth Advisors LLC
Elite Financial, Inc.
Vivaldi Capital Management, LLC
Traub Capital Management LLC
Dupree Financial Group, LLC
Charles Schwab Trust Co
Kcm Investment Advisors Llc
OMNI 360 Wealth, Inc.
Stratos Wealth Partners, LTD.
Washington Trust Advisors, Inc.
Stokes Family Office, LLC
Harbour Investments, Inc.
Bellevue Asset Management, Llc
Lakewood Asset Management LLC
RWM Asset Management, LLC
Breakwater Investment Management
Red Tortoise LLC
JT Stratford LLC
3 Factor Indexing, Llc
Strategic Investment Solutions, Inc. /IL
Collective Family Office Llc
Diversified Management Inc
Signet Financial Management, Llc
Firestone Capital Management
Great Valley Advisor Group, Inc.
Pensionmark Financial Group, Llc
Dahring | Cusmano Llc
Carl Stuart Investment Advisor, Inc
Avion Wealth
Canandaigua National Corp
Leavell Investment Management, Inc.
Quadcap Wealth Management, LLC
Transamerica Financial Advisors, Inc.
Summitry Llc
Arcadia Investment Advisors Llc
Oath Planning, LLC
City Center Advisors, LLC
LPL Financial LLC
Marshall Financial Group LLC
Retiremitten Financial Llc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
VestGen Advisors, LLC
OpenArc Corporate Advisory, LLC
Two Sigma Securities, Llc
Rockefeller Capital Management L.P.
Cerity Partners LLC
DHJJ Financial Advisors, Ltd.
Empirical Asset Management, LLC
Wilkins Miller Wealth Management, LLC
1620 Investment Advisors, Inc.
New England Private Wealth Advisors LLC
Chicago Partners Investment Group LLC
Global Wealth Strategies & Associates
Qube Research & Technologies Ltd
Financial Network Wealth Advisors LLC
Total Clarity Wealth Management, Inc.
Keybank National Association/oh
Brooks, Moore & Associates, Inc.
Koshinski Asset Management, Inc.
Mountain Capital Investment Advisors, Inc
Huntington National Bank
Principia Wealth Advisory, LLC
Geneos Wealth Management Inc.
GatePass Capital, LLC
Strata Wealth Advisors, LLC
Financial Perspectives, Inc
Davidson Kahn Capital Management, LLC
BlackRock, Inc.
PFS Partners, LLC
Elgethun Capital Management
Wealth Enhancement Trust Services, Inc.
Aprio Wealth Management, LLC
Chevy Chase Trust Holdings, Inc.
Mount Yale Investment Advisors, LLC
Stratos Wealth Advisors, LLC
Anchor Investment Management, LLC
Signature Estate & Investment Advisors Llc
Hoey Investments, Inc
Bnp Paribas Arbitrage, Sa
IAG Wealth Partners, LLC
Advisor OS, LLC
Asio Capital, LLC
Modera Wealth Management, LLC
Guardian Financial Partners, LLC
Team Financial Group, LLC
Strategic Blueprint, LLC
DB Fitzpatrick & Co, Inc
Dynamic Advisor Solutions LLC
Sequoia Financial Advisors, LLC
Atlantic Union Bankshares Corp
Empowered Funds, LLC
Occidental Asset Management, LLC
Icon Wealth Advisors, LLC
Cassaday & Co Wealth Management LLC
BetterWealth, LLC
Comerica Bank
Russell Investments Group, Ltd.
Truist Financial Corp
Lee Financial Co
Stone Point Wealth LLC
Kelman-Lazarov, Inc.
McMahon Financial Advisors, LLC
Financial Advisory Service, Inc.
Red Mountain Financial, LLC
Tumwater Wealth Management, LLC
Hardy Reed LLC
Franklin Resources Inc
Summit Financial, LLC
DDD Partners, LLC
Spartan Wealth Advisory Services LLC
Francis Financial, Inc.
Cherry Tree Wealth Management, LLC
Portus Wealth Advisors, LLC
Kuhn & Co Investment Counsel
Mason Investment Advisory Services, Inc.
Gotham Asset Management, LLC
Allworth Financial LP
Prosperity Bancshares Inc
Lbmc Investment Advisors, Llc
Jpmorgan Chase & Co
Destination Wealth Management
Heirloom Wealth Management
Werba Rubin Papier Wealth Management
SJS Investment Consulting Inc.
Hengehold Capital Management Llc
Keyvantage Wealth, Llc
Alesco Advisors Llc
Private Trust Co Na
Westover Capital Advisors, LLC
Cetera Investment Advisers
Vanguard National Trust Co
Private Wealth Asset Management, LLC
McCartney Wealth Management LLC
Eq Wealth Advisors, Llc
6th Street Advisors, LLC
BancorpSouth Bank
Arq Wealth Advisors, Llc
Tenon Financial LLC
Seven Springs Wealth Group, LLC
Brown Advisory Inc
Equitable Holdings, Inc.
Perigon Wealth Management, LLC
SHP Wealth Management
Creative Planning
MEMBERS Trust Co
Keystone Wealth Services, LLC
Solitude Financial Services
Aspiring Ventures, LLC
Red Reef Advisors Llc
Fortune Financial Advisors, LLC
Values Added Financial LLC
Keudell/Morrison Wealth Management
Signaturefd, Llc
Ausdal Financial Partners, Inc.
Cresset Asset Management, LLC
Park National Corp /oh/
Beacon Financial Group
Moneta Group Investment Advisors Llc
Global Retirement Partners, LLC
Verde Capital Management
Sanctuary Advisors, LLC
Main Street Financial Solutions, LLC
McKinley Carter Wealth Services, Inc.
Independent Financial Group, Llc
LongView Wealth Management
Patriot Financial Group Insurance Agency, LLC
Coastwise Capital Group, LLC
Rollins Financial Advisors, LLC
Morris Financial Concepts, Inc.
Johnson Bixby & Associates, LLC
Lodestone Wealth Management LLC
GeoWealth Management, LLC
Seven Mile Advisory
Tempus Wealth Planning, LLC
UBS Group AG
Resources Investment Advisors, LLC.
Nalls Sherbakoff Group, Llc
Whittier Trust Co
CoreCap Advisors, LLC
Dickmeyer Boyce Financial Management, Inc.
Ronald Blue Trust, Inc.
Creative Financial Designs Inc /adv
Patten & Patten Inc/tn
Pinnacle Financial Partners, Inc.
Frankly Finances, LLC
Detalus Advisors, LLC
Ethos Financial Group, LLC
RFG Advisory, LLC
Evanson Asset Management, LLC
Canal Capital Management, LLC
Evergreen Wealth Solutions, LLC
Jane Street Group, Llc
Argos Wealth Advisors, LLC
Burk Holdings LLC
Downshift Financial, LLC
Arista Wealth Management, LLC
Your Advocates Ltd., LLP
Princeton Global Asset Management LLC
Fifth Third Bancorp
Sovran Advisors, LLC
Cambridge Financial Group, LLC
Northland Capital Management LLC
Raymond James Financial Inc
Cardiff Park Advisors, Llc
Arlington Financial Advisors, LLC
Charles Schwab Investment Management Inc
BKA Wealth Consulting, Inc.
Aspect Partners, LLC
J. Derek Lewis & Associates Inc.
Foster & Motley Inc
Index Technologies Group LLC
Fisher Asset Management, LLC
Lodestar Private Asset Management Llc
Asset Allocation Strategies LLC
Krm Wealth Management L.l.c.
WESPAC Advisors, LLC
Oxford Financial Group Ltd
Sigma Planning Corp
Ashton Thomas Securities, Llc
Golden State Equity Partners
Paradigm Financial Partners, Llc
Signature Equity Partners, LLC
JB Capital LLC
Beacon Financial Planning, Inc
Brio Consultants, LLC
Cerro Pacific Wealth Advisors LLC
Salem Investment Counselors Inc
Umb Bank N A/mo
Integrated Wealth Concepts LLC
Ubs Asset Management Americas Inc
Stage Harbor Financial, Llc
Larson Financial Group LLC
Vise Technologies, Inc.
Bulwark Capital Corp
Partners Wealth Management, Llc
Patten Group, Inc.
Millstone Evans Group, LLC
Thoroughbred Financial Services, Llc
JMG Financial Group, Ltd.
U.S. Capital Wealth Advisors, LLC
Harbor Asset Planning, Inc.
Crescent Grove Advisors, LLC
MidWestOne Financial Group, Inc.
Aventus Investment Advisors, Inc.
Litman Gregory Asset Management LLC
Resources Management Corp /ct/ /adv
Atlantic Edge Private Wealth Management, LLC
Townsend Asset Management Corp /nc/ /adv
Sax Wealth Advisors, Llc
Security National Bank Of So Dak
Us Bancorp \de\
Wealthspan Partners, Llc
LMG Wealth Partners, LLC
Balentine LLC
Whitener Capital Management, Inc.
Tortoise Investment Management, LLC
Solstein Capital, LLC
Alps Advisors Inc
Glenview Trust Co
JPL Wealth Management, LLC
Avantra Family Wealth, Inc.
Integrity Alliance, Llc.
Revolve Wealth Partners, LLC
Brinker Capital Investments, LLC
Ashton Thomas Private Wealth, LLC
KLCM Advisors, Inc.
Principal Securities, Inc.
Valued Wealth Advisors LLC
Centurion Wealth Management LLC
MidFirst Bank
Appleton Partners Inc/ma
Atomi Financial Group, Inc.
EverSource Wealth Advisors, LLC
Freestone Capital Holdings, LLC
Embree Financial Group
WealthCare Investment Partners, LLC
Whipplewood Advisors, LLC
Graney & King, LLC
Cidel Asset Management Inc
Leuthold Group, Llc
Mv Capital Management, Inc.
One Capital Management, LLC
United Capital Financial Advisers, Llc
Farther Finance Advisors, LLC
Walkner Condon Financial Advisors LLC
Sunbelt Securities, Inc.
Flatrock Wealth Partners LLC
Cornerstone Wealth, LLC/TN
Nicholas Hoffman & Company, LLC.
Strategic Wealth Partners, Ltd.
Foundations Investment Advisors, LLC
Monticello Wealth Management, Llc
WFA of San Diego, LLC
Security Financial Services, INC.
Colonial Trust Advisors
Kaizen Financial Strategies
January Capital Advisors LLC
Victory Financial Group, Llc
Thurston, Springer, Miller, Herd & Titak, Inc.
Tactive Advisors, LLC
Calton & Associates, Inc.
Cambridge Investment Research Advisors, Inc.
RHS Financial, LLC
Intelligent Financial Strategies
Canandaigua National Trust Co of Florida
Pallas Capital Advisors LLC
Sound Portfolio Advisors, LLC
Morgan Stanley
Paladin Advisory Group, LLC
Directional Asset Management
Regions Financial Corp
JNBA Financial Advisors
Journey Strategic Wealth Llc
JHP Wealth Management, LLC
Modern Wealth Management, LLC
Capital Wealth Management, Llc
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