IYW / iShares Trust - iShares U.S. Technology ETF - Net Long/Short Value

iShares Trust - iShares U.S. Technology ETF
US ˙ ARCA ˙ US4642877215

IYW / iShares Trust - iShares U.S. Technology ETF - Net Long/Short Value
Bu sayfa, 13F veya NPORT dosyaları aracılığıyla bildirilen her bir kurumsal holding için net uzun/kısa değerlemeleri sağlar. Net uzun/kısa değerini hesaplamak için özsermaye değerini alım opsiyonu değerine ekleriz ve satım opsiyonu değerini çıkarırız. Kısa borçlanma pozisyonlarını bildiren fonlar, özsermaye değerlerini negatif olarak rapor edecektir. Net uzun pozisyonlar, net uzun/kısa sütununda pozitif sayılara sahip olacak ve net kısa pozisyonlar, bu sütunda negatif değerlere sahip olacaktır.
Sahibi Özsermaye Değeri
(1000$)
Alım Değeri
(1000$)
Satım Değeri
(1000$)
Net Uzun/Kısa
(1000$)
Citadel Advisors Llc
Holistic Planning, LLC
United Capital Financial Advisers, Llc
City Holding Co
Bawa N Mallick Trust
Forum Financial Management, LP
Tiaa-cref Individual & Institutional Services, Llc
Tucker Asset Management Llc
hemming& Wealth Management, Inc.
Buck Wealth Strategies, LLC
Curtis Wealth Management Llc
HHM Wealth Advisors, LLC
SJS Investment Consulting Inc.
West Wealth Group, LLC
Counterweight Ventures, LLC
Lakeshore Capital Group, Inc.
Occidental Asset Management, LLC
First National Bank Of Omaha
UBS Group AG
Avalon Trust Co
Three Seasons Wealth, LLC
U.S. Capital Wealth Advisors, LLC
Klingman & Associates, LLC
DHJJ Financial Advisors, Ltd.
Fmr Llc
Third View Private Wealth, LLC
Gryphon Financial Partners LLC
SRS Capital Advisors, Inc.
Charter Oak Capital Management, LLC
Sound Income Strategies, LLC
Rockland Trust Co
Sequoia Financial Advisors, LLC
Vision Retirement, LLC
Weinberger Asset Management, Inc
Spectrum Planning & Advisory Services Inc.
NewEdge Wealth, LLC
Summit Wealth Group, LLC
Coldstream Capital Management Inc
Steward Partners Investment Advisory, Llc
Long Run Wealth Advisors, LLC
Cahaba Wealth Management, Inc.
AE Wealth Management LLC
Pinkerton Retirement Specialists, LLC
Sankala Group LLC
Buckingham Strategic Partners
Founders Financial Alliance, LLC
Kaydan Wealth Management, Inc.
Cardinal Strategic Wealth Guidance
Center For Asset Management LLC
Westover Capital Advisors, LLC
M3 Advisory Group, LLC
Stonebrook Private Inc.
Victory Financial Group, Llc
Truvestments Capital Llc
Warm Springs Advisors Inc.
Blair William & Co/il
Cassilly Financial Group LLC
Private Trust Co Na
Clifford Swan Investment Counsel Llc
Cambridge Investment Research Advisors, Inc.
Lloyd Advisory Services, LLC.
Ignite Planners, LLC
Betterment LLC
Mmbg Investment Advisors Co.
Swmg, Llc
Basepoint Wealth LLC
Dale Q Rice Investment Management Ltd
Dynamic Advisor Solutions LLC
Ancora Advisors, LLC
Avantax Planning Partners, Inc.
Sanchez Gaunt Capital Management, LLC
Tsfg, Llc
Miller Capital Partners, Inc.
Tidemark, LLC
BOK Financial Private Wealth, Inc.
SageView Advisory Group, LLC
Sagespring Wealth Partners, Llc
Richardson Capital Management LLC
First City Capital Management, Inc.
WT Wealth Management
Change Path, LLC
Anchor Investment Management, LLC
Cpwa, Llc
Hopwood Financial Services, Inc.
Jane Street Group, Llc
Asset Management Group, Inc.
Adell Harriman & Carpenter Inc
UMA Financial Services, Inc.
Caliber Wealth Management, LLC / KS
Hilltop Partners LLC
Principle Wealth Partners Llc
Townsquare Capital Llc
WealthTrust Asset Management, LLC
Quantinno Capital Management LP
Livet Wealth, LLC
Atlas Legacy Advisors, LLC
Fpc Investment Advisory, Inc.
Second Half Financial Partners, LLC
Integrated Wealth Concepts LLC
Caitlin John, LLC
Central Pacific Bank - Trust Division
Lodestone Wealth Management LLC
Glass Jacobson Investment Advisors llc
Jones Financial Companies Lllp
Cottonwood Capital Advisors, Llc
HB Wealth Management, LLC
Greykasell Wealth Strategies, Inc.
CX Institutional
Cherry Tree Wealth Management, LLC
Stone House Investment Management, LLC
Goodman Advisory Group, LLC
Widmann Financial Services, Inc.
Advisors Capital Management, LLC
Assetmark, Inc
Vestmark Advisory Solutions, Inc.
First Financial Bankshares Inc
Ameriprise Financial Inc
Federation des caisses Desjardins du Quebec
Apella Capital, LLC
Sierra Summit Advisors Llc
Canal Capital Management, LLC
Retirement Wealth Solutions LLC
DSG Capital Advisors, LLC
Redstone Wealth Management, Llc
CENTRAL TRUST Co
Rothschild Investment Llc
Howard Capital Management Group, LLC
Facet Wealth, Inc.
Brooktree Capital Management
Intrepid Financial Planning Group LLC
Confluence Wealth Services, Inc.
Vident Advisory, LLC
CoreCap Advisors, LLC
Natixis Advisors, L.p.
Twin Peaks Wealth Advisors, LLC
One Wealth Advisors, LLC
Accel Wealth Management
Joel Isaacson & Co., LLC
GAMMA Investing LLC
Fifth Third Wealth Advisors LLC
Merkkuri Wealth Advisors LLC
Amicus Financial Advisors, LLC
MeadowBrook Investment Advisors LLC
Lifelong Wealth Advisors, Inc.
ELCO Management Co., LLC
Independent Solutions Wealth Management, LLC
Beacon Financial Advisory LLC
Aptus Capital Advisors, LLC
BlackRock, Inc.
Albion Financial Group /ut
Brown Brothers Harriman & Co
King Luther Capital Management Corp
Fundamentun, Llc
Johnson Financial Group, Inc.
Garde Capital, Inc.
American Institute for Advanced Investment Management, LLP
EFG International AG
Valeo Financial Advisors, LLC
Putnam Fl Investment Management Co
Excelsior Advisor Network LLC
Advisors Management Group Inc /adv
Sentinus, LLC
Gunpowder Capital Management, LLC dba Oliver Wealth Management
Roof Eidam & Maycock/adv
Westside Investment Management, Inc.
Fourth Dimension Wealth, LLC
Newton One Investments LLC
Broussard Financial Group LLC
Fort Sheridan Advisors Llc
Creative Planning
Modern Wealth Management, LLC
Cahill Financial Advisors Inc
Team Financial Group, LLC
Evolve Private Wealth, Llc
Vise Technologies, Inc.
Morse Asset Management, Inc
Correct Capital Wealth Management
Vanguard National Trust Co
Venture Visionary Partners LLC
Whittier Trust Co Of Nevada Inc
Peapack Gladstone Financial Corp
Penobscot Wealth Management
Client 1st Advisory Group, Llc
Aurora Private Wealth, Inc.
Glassman Wealth Services
Sax Wealth Advisors, Llc
Janney Capital Management LLC
Cozad Asset Management Inc
Colonial Trust Advisors
Summit Financial Consulting LLC
Moors & Cabot, Inc.
Firestone Capital Management
Connecticut Wealth Management, LLC
Align Financial, LLC
GM Advisory Group, Inc.
Western Wealth Management, LLC
Lakeridge Wealth Management LLC
Advisory Services Network, LLC
Nbt Bank N A /ny
Vontobel Holding Ltd.
United Capital Management of KS, Inc.
JDM Financial Group LLC
Smartleaf Asset Management LLC
Qube Research & Technologies Ltd
Brookstone Capital Management
Werba Rubin Papier Wealth Management
Sherman Porfolios, Llc
Oakworth Capital, Inc.
TritonPoint Partners, LLC
Smith, Moore & Co.
Willner & Heller, Llc
Peachtree Investment Partners, LLC
Mill Creek Capital Advisors, LLC
Elevate Wealth Advisory, Inc
Silicon Valley Capital Partners
Adapt Wealth Advisors, Llc
Green Harvest Asset Management LLC
Scotia Capital Inc.
SYM FINANCIAL Corp
Pallas Capital Advisors LLC
M&t Bank Corp
Townsend Asset Management Corp /nc/ /adv
Canvas Wealth Advisors, LLC
Strategy Asset Managers Llc
Elevated Financial Group LLC
Private Wealth Asset Management, LLC
Icon Wealth Advisors, LLC
CIBC Bancorp USA Inc.
Powell Investment Advisors, LLC
Dover Advisors, Llc
Tilson Financial Group, Inc.
IVC Wealth Advisors LLC
Ameritas Advisory Services, LLC
Captrust Financial Advisors
Hoey Investments, Inc
West Branch Capital LLC
Wealth Enhancement Advisory Services, Llc
Elwood & Goetz Wealth Advisory Group, LLC
Adams Wealth Management
Chesley Taft & Associates LLC
Quest 10 Wealth Builders, Inc.
Cwm, Llc
Oak Harbor Wealth Partners, Llc
Frederick Financial Consultants, LLC
Wiley Bros.-aintree Capital, Llc
Strategic Wealth Partners, Ltd.
Kingsman Wealth Management, Inc.
Gerald Baker Financial Group LLC
CIBC World Markets Inc.
Presidio Capital Management, LLC
Lowe Brockenbrough & Co Inc
Bradley Foster & Sargent Inc/ct
Hudson Portfolio Management LLC
Baker Avenue Asset Management, LP
Sterling Investment Advisors Llc /adv
XML Financial, LLC
Nwam Llc
Genesee Capital Advisors, LLC
Acorn Wealth Advisors, LLC
Resources Investment Advisors, LLC.
Keybank National Association/oh
Manchester Capital Management LLC
Liberty Wealth Management Llc
One Capital Management, LLC
SCS Capital Management LLC
Willis Johnson & Associates, Inc.
ORG Partners LLC
Legacy Wealth Partners, LLC
Samara Investment Management, LLC
Integrated Capital Management, LLC
Essex LLC
Spire Wealth Management
Golden State Wealth Management, LLC
Cetera Investment Advisers
Wedbush Securities Inc
Synergy Financial Management, LLC
Financial Network Wealth Advisors LLC
Transamerica Financial Advisors, Inc.
Hartford Financial Management Inc.
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Biltmore Family Office, LLC
Bank Of America Corp /de/
Prospera Financial Services Inc
Grimes & Company, Inc.
Ieq Capital, Llc
Elevation Wealth Management LLC
AllSquare Wealth Management LLC
Granville Capital, Inc.
GW&K Investment Management, LLC
Farther Finance Advisors, LLC
Apollon Wealth Management, LLC
YHB Investment Advisors, Inc.
First National Trust Co
O'shaughnessy Asset Management, Llc
New Republic Capital, LLC
Wells Fargo & Company/mn
Mullooly Asset Management, Inc.
Advance Capital Management, Inc.
Mayflower Financial Advisors, LLC
Matthew Goff Investment Advisor, LLC
Armor Investment Advisors, LLC
Novak & Powell Financial Services, Inc.
Parsons Capital Management Inc/ri
Resolute Wealth Advisor, Inc.
Atlantic Union Bankshares Corp
Prosperity Wealth Management, Inc.
Leavell Investment Management, Inc.
Guardian Wealth Advisors, Llc / Nc
Lewis Asset Management, LLC
Actinver Wealth Management, Inc.
Centurion Wealth Management LLC
Financial Life Advisors
Midwest Capital Advisors, LLC
Capstone Financial Advisors, Inc.
Sigma Investment Counselors Inc
Graves-Light Private Wealth Management, Inc.
Nilsine Partners, LLC
Verus Capital Partners, Llc
Wealth Quarterback LLC
Spinnaker Trust
Peak Planning Group, LLC
Cambient Family Office, Llc
Titleist Asset Management, Llc
Raleigh Capital Management Inc.
Chesapeake Asset Management Llc
Verum Partners LLC
Pennington Partners & Co., Llc
Oppenheimer & Co Inc
Susquehanna International Group, Llp
Dagco, Inc.
CI Private Wealth, LLC
Evanson Asset Management, LLC
Commonwealth Financial Services, LLC
Cidel Asset Management Inc
Robertson Stephens Wealth Management, LLC
Simmons Bank
Keystone Financial Services
Hollencrest Capital Management
Mainstream Capital Management LLC
Northern Trust Corp
Financial Advisors Network, Inc.
Transcend Wealth Collective, Llc
Dynasty Wealth Management, Llc
Youngs Advisory Group, Inc.
Bedminster, LLC
Pettinga Financial Advisors, LLC
WCG Wealth Advisors LLC
Picton Mahoney Asset Management
Center for Wealth Management Advisory
OpenArc Corporate Advisory, LLC
Integrity Advisory Solutions, LLC
IMC-Chicago, LLC
Hilton Head Capital Partners, LLC
Patten & Patten Inc/tn
Beacon Bridge Wealth Partners, LLC
Sunbelt Securities, Inc.
Hsbc Holdings Plc
Garrison Point Advisors, Llc
Saxon Interests, Inc.
Granite Bay Wealth Management, LLC
Hartland & Co., LLC
Viewpoint Capital Management LLC
Stifel Financial Corp
Pettyjohn, Wood & White, Inc
Avid Wealth Partners LLC
IFG Advisors, LLC
Shelter Rock Management, LLC
Mutual Advisors, LLC
Global Trust Asset Management, LLC
Maia Wealth LLC
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Unified Investment Management
Burns J W & Co Inc/ny
OMNI 360 Wealth, Inc.
AlphaCore Capital LLC
IAG Wealth Partners, LLC
Marco Investment Management Llc
SWAN Capital LLC
Bleakley Financial Group, LLC
Clear Creek Financial Management, LLC
Franklin Resources Inc
Pinnacle Wealth Planning Services, Inc.
Kesler, Norman & Wride, LLC
S. R. Schill & Associates
Gotham Asset Management, LLC
Global Financial Private Client, LLC
Savant Capital, LLC
Miracle Mile Advisors, LLC
Gradient Capital Advisors, LLC
Maryland Capital Advisors Inc.
Sage Mountain Advisors LLC
Kingswood Wealth Advisors, Llc
Ashton Thomas Private Wealth, LLC
Mariner, LLC
Sequent Planning LLC
Tower Research Capital LLC (TRC)
Atlantic Edge Private Wealth Management, LLC
Legacy Financial Advisors, Inc.
Greenspring Advisors, LLC
Signature Wealth Management Partners, LLC
KKM Financial LLC
Forte Asset Management Llc
Live Oak Investment Partners
Chesapeake Wealth Management
Cedar Mountain Advisors, LLC
Three Cord True Wealth Management, LLC
Lake Street Financial Llc
Bank of New York Mellon Corp
Cooper Financial Group
MCF Advisors LLC
Level Four Advisory Services, Llc
Argyle Capital Partners, LLC
Collier Financial
Alerus Financial Na
Keystone Wealth Services, LLC
Us Bancorp \de\
IFP Advisors, Inc
Summit Wealth Group Llc / Co
Marshall Wace, Llp
Steel Peak Wealth Management LLC
Crewe Advisors LLC
Parkshore Wealth Management, Inc.
Schmidt P J Investment Management Inc
Ridgeline Wealth, LLC
Rialto Wealth Management, LLC
Boston Family Office Llc
Portus Wealth Advisors, LLC
Burkett Financial Services, Llc
Waddell & Associates, Llc
Park National Corp /oh/
MKT Advisors LLC
Tennessee Valley Asset Management Partners
Resources Management Corp /ct/ /adv
Salem Investment Counselors Inc
National Asset Management, Inc.
Global Retirement Partners, LLC
Soundwatch Capital LLC
Objective Capital Management, LLC
MAI Capital Management
Jackson Wealth Management, LLC
Bravera Wealth
Truist Financial Corp
Montecito Bank & Trust
Tyche Wealth Partners LLC
Millstone Evans Group, LLC
Patriot Financial Group Insurance Agency, LLC
Costello Asset Management, INC
Trexquant Investment LP
Dentgroup LLC
Asset Advisory Group, Inc.
Kestra Private Wealth Services, Llc
Potentia Wealth
Associated Banc-corp
W Advisors, Llc
RiverFront Investment Group, LLC
Old North State Wealth Management, LLC
PKS Advisory Services, LLC
NorthRock Partners, LLC
Warner Financial, Inc
Geneos Wealth Management Inc.
Hm Payson & Co
Leeward Financial Partners, LLC
True Link Financial Advisors, LLC
Financial Perspectives, Inc
Gen-Wealth Partners Inc
Summit Financial, LLC
Huntington National Bank
Insigneo Advisory Services, Llc
Founders Capital Management
Greenleaf Trust
Pursuit Wealth Strategies, Llc
Glenview Trust Co
Asset Dedication, LLC
Meridian Management Co
Valmark Advisers, Inc.
Steinberganna Wealth Management
Df Dent & Co Inc
DecisionMap Wealth Management, LLC
New Insight Wealth Advisors
Hantz Financial Services, Inc.
Belvedere Trading LLC
NFP Retirement, Inc.
Meritage Portfolio Management
Camden Capital, LLC
WESPAC Advisors SoCal, LLC
World Equity Group, Inc.
Wealthspire Advisors, LLC
Atlas Brown,Inc.
Mather Group, Llc.
Wetzel Investment Advisors, Inc.
Hutchens & Kramer Investment Management Group, LLC
Diversified Trust Co
HT Partners LLC
Oxinas Partners Wealth Management LLC
KLCM Advisors, Inc.
Ciovacco Capital Management LLC
Perigon Wealth Management, LLC
Daybright Advisory Services, Inc.
RFG Advisory, LLC
Fiduciary Group LLC
Compass Financial Group, Inc. (Ohio)
Hamilton Point Investment Advisors, LLC
Meridian Wealth Advisors, LLC
Breachway Investments LLC
Signaturefd, Llc
Bensler, LLC
Raymond James Financial Inc
Fulcrum Equity Management
Gladstone Institutional Advisory LLC
Ubs Asset Management Americas Inc
Westfuller Advisors, LLC
Maltin Wealth Management, Inc.
BLVD Private Wealth, LLC
Triad Wealth Partners, LLC
Forum Finance Group S.A.
BIP Wealth, LLC
Investor's Fiduciary Advisor Network, LLC
Foundations Investment Advisors, LLC
Private Advisor Group, LLC
RMB Capital Management, LLC
Jaffetilchin Investment Partners, LLC
Bell Bank
Choate Investment Advisors
Human Investing LLC
Rathbone Brothers plc
Crown Wealth Group, LLC
Golden State Equity Partners
FIL Ltd
Quadcap Wealth Management, LLC
Strategic Advisory Partners, Llc
Rik Saylor Financial, Inc.
AlTi Global, Inc.
EverSource Wealth Advisors, LLC
High Point Wealth Management, LLC
Baird Financial Group, Inc.
Fisher Asset Management, LLC
CIBC Private Wealth Group, LLC
GFS Advisors, LLC
Urban Wealth Management, LLC
Seacrest Wealth Management, Llc
PlanVest Financial, Inc
River Wealth Advisors LLC
One Day In July LLC
Measured Wealth Private Client Group, LLC
UNIVEST FINANCIAL Corp
Planning Directions Inc
Carnegie Capital Asset Management, LLC
Baldwin Investment Management, LLC
May Hill Capital, LLC
Roxbury Financial LLC
First Community Trust Na
Bnp Paribas Arbitrage, Sa
Keebeck Wealth Management, LLC
St. Louis Trust Co
Trust Co Of Vermont
First Command Advisory Services, Inc.
Bellevue Asset Management, Llc
Grand Wealth Management, Llc
Leo Wealth, LLC
Freestone Capital Holdings, LLC
Cornerstone Wealth, LLC/TN
Castle Rock Wealth Management, LLC
Key FInancial Inc
Modera Wealth Management, LLC
Staley Capital Advisers Inc
Ameriflex Group, Inc.
DDFG, Inc
Coastal Bridge Advisors, LLC
Fairvoy Private Wealth, LLC
Westbourne Investments, Inc.
First Citizens Financial Corp
Roble, Belko & Company, Inc
Zacks Investment Management
Harbor Investment Advisory, Llc
Adirondack Capital Advisors, LLC
Journey Strategic Wealth Llc
Goldman Sachs Group Inc
Stillwater Wealth Management Group
Pinnacle Bancorp, Inc.
High Falls Advisors, Inc
West Paces Advisors Inc.
WealthPlan Investment Management, LLC
Rede Wealth, LLC
Davis Wealth Advisors, LLC
VestGen Advisors, LLC
First American Trust, Fsb
Perkins Coie Trust Co
V2 Financial group LLC
Financial Advisory Service, Inc.
DAVENPORT & Co LLC
Petix & Botte Co
1832 Asset Management L.P.
DT Investment Partners, LLC
Deutsche Bank Ag\
Courier Capital Llc
Yukon Wealth Management, Inc.
Reflection Asset Management
Beacon Financial Strategies CORP
D.a. Davidson & Co.
Coastal Investment Advisors, Inc.
Thoroughbred Financial Services, Llc
Americana Partners, LLC
Lido Advisors, LLC
Hobart Private Capital, LLC
Chatterton & Associates Inc.
Pittenger & Anderson Inc
Armis Advisers, LLC
Montis Financial, LLC
SIMA Wealth Partners, LLC
Ibex Wealth Advisors
Farmers & Merchants Trust Co of Long Beach
Angeles Wealth Management, Llc
Creative Financial Designs Inc /adv
Wallace Hart LLC
Monetary Solutions, Ltd
Fifth Third Securities, Inc.
Midwest Trust Co
Next Level Private LLC
D L Carlson Investment Group Inc
CPR Investments Inc.
Principal Financial Group Inc
Inscription Capital, LLC
SILVER OAK SECURITIES, Inc
Doliver Advisors, Lp
Parker Investment Management, LLC
Cresset Asset Management, LLC
Strategic Investment Solutions, Inc. /IL
MTM Investment Management, LLC
Sutton Place Investors Llc
Northwest Capital Management Inc
Kelly Financial Services LLC
Kiley Juergens Wealth Management, Llc
Arkadios Wealth Advisors
Harwood Advisory Group, LLC
Storen Legacy Partners, LLC
Caldwell Trust Co
Theory Financial Llc
Waldron Private Wealth LLC
Fortitude Family Office, LLC
ONE Advisory Partners, LLC
Weaver Consulting Group
First Manhattan Co
DUTCH ASSET Corp
Atomi Financial Group, Inc.
Russell Investments Group, Ltd.
Duncker Streett & Co Inc
Roman Butler Fullerton & Co
Macro Advisors, Inc.
Strategic Blueprint, LLC
Yeomans Consulting Group, Inc.
Indiana Trust & Investment Management CO
Envestnet Asset Management Inc
Sharkey, Howes & Javer
Interchange Capital Partners, LLC
Family Management Corp
Paces Ferry Wealth Advisors, Llc
Stephens Inc /ar/
Davis Capital Management
Campion Asset Management LLC
Merit Financial Group, LLC
Essex Financial Services, Inc.
Keating Financial Advisory Services, Inc.
Stillwater Capital Advisors, LLC
Riverview Capital Advisers, LLC
Harbour Investments, Inc.
Envestnet Portfolio Solutions, Inc.
Retirement Planning Group
Johnson Investment Counsel Inc
Financial Network Wealth Management LLC
Cary Street Partners Financial Llc
Morton Brown Family Wealth, LLC
Wealthbridge Capital Management, Llc
MA Private Wealth
Eq Llc
Basso Capital Management, L.p.
Beacon Investment Advisory Services, Inc.
National Bank Of Canada /fi/
Sofos Investments, Inc.
Palumbo Wealth Management LLC
Bell Investment Advisors, Inc
Glen Eagle Advisors, LLC
Montag A & Associates Inc
United Financial Planning Group LLC
Pacitti Group Inc.
First Horizon Corp
Rollins Financial Advisors, LLC
Ariadne Wealth Management, LP
Westmount Partners, LLC
Centerline Wealth Advisors, LLC
Prudent Investors Network
Baer Investment Advisory LLC
Tudor Investment Corp Et Al
Fortis Group Advisors, LLC
LPL Financial LLC
Yardley Wealth Management LLC
Aprio Wealth Management, LLC
Daymark Wealth Partners, Llc
Aspen Investment Management Inc
Independent Financial Group, Llc
HighTower Advisors, LLC
Shared Vision Wealth Group LLC
Nicolet Bankshares Inc
Harmony Asset Management Llc
Bnc Wealth Management, Llc
Harbor Asset Planning, Inc.
REDW Wealth LLC
First Western Trust Bank
Nova Wealth Management, Inc.
Accredited Investors Inc.
Magnus Financial Group LLC
Blue Fin Capital, Inc.
Commerce Bank
Samalin Investment Counsel, LLC
CrossGen Wealth, LLC
Corrado Advisors, Llc
Cary Street Partner Investment Advisory Llc
Mount Yale Investment Advisors, LLC
Cadent Capital Advisors, LLC
Everpar Advisors Llc
Mascagni Wealth Management, Inc.
Bank Of Montreal /can/
Advisor Group Holdings, Inc.
Ballew Advisors, Inc
Clark Wealth Partners
Wesbanco Bank Inc
Oldfather Financial Services, LLC
Litman Gregory Asset Management LLC
Madrid Wealth Management, LLC
Fiduciary Planning LLC
Citizens Financial Group Inc/ri
Quotient Wealth Partners, LLC
Mission Wealth Management, Lp
Rockefeller Capital Management L.P.
TSA Wealth Managment LLC
Venturi Wealth Management, LLC
Wealth Alliance
Sierra Ocean, Llc
Comerica Bank
Capital Advisor Network LLC
Empirical Asset Management, LLC
Finley Financial, LLC
Wealthstar Advisors, Llc
Mechanics Bank Trust Department
Aviance Capital Partners, LLC
AdvisorNet Financial, Inc
Concurrent Investment Advisors, LLC
Ferguson Wellman Capital Management, Inc
CAPROCK Group, Inc.
Evergreen Capital Management Llc
Capital Analysts, Inc.
EPG Wealth Management LLC
Laurel Oak Wealth Management, Llc
Carret Asset Management, Llc
Wbh Advisory Inc
Signet Private Wealth LLC
Focus Financial Network, Inc.
Eagle Wealth Advisors LLC
PUREfi Wealth, LLC
Security Financial Services, INC.
Ausdal Financial Partners, Inc.
Sanctuary Advisors, LLC
Neuberger Berman Group LLC
Claro Advisors LLC
Clear Investment Research, Llc
Balboa Wealth Partners
Country Trust Bank
ESG Planning
Ashton Thomas Securities, Llc
Mpwm Advisory Solutions, Llc
Brookwood Investment Group LLC
CWA Asset Management Group, LLC
Allianz Asset Management GmbH
LexAurum Advisors, LLC
Capital Performance Advisors Llp
Nicolet Advisory Services, Llc
Private Client Services, Llc
Godfrey Financial Associates, Inc.
Cerity Partners LLC
Mma Asset Management Llc
Bbr Partners, Llc
Thoma Capital Management LLC
Zhang Financial LLC
Mv Capital Management, Inc.
Omega Financial Group, LLC
Imprint Wealth LLC
Bailard, Inc.
Horst & Graben Wealth Management LLC
SkyView Investment Advisors, LLC
Lavaca Capital Llc
Provident Wealth Management, LLC
Front Row Advisors LLC
LVW Advisors, LLC
Schnieders Capital Management, Llc.
Kingdom Financial Group LLC.
ASL Financial, LLC
Ethos Financial Group, LLC
Chapin Davis, Inc.
Perennial Investment Advisors, LLC
Wealthcare Advisory Partners LLC
Signal Advisors Wealth, LLC
Mercer Global Advisors Inc /adv
Alliancebernstein L.p.
White Pine Capital Llc
Hudson Valley Investment Advisors Inc /adv
Argentarii, LLC
LongView Wealth Management
Moulton Wealth Management, Inc
Quantbot Technologies LP
Sfmg, Llc
Bessemer Group Inc
Brown Advisory Inc
Money Concepts Capital Corp
Eagle Strategies LLC
Old National Bancorp /in/
Crescent Grove Advisors, LLC
Forthright Family Wealth Advisory LLC
Promethium Advisors,llc
Lakeshore Financial Planning, Inc.
Stonebridge Financial Planning Group, LLC
XY Planning Network, Inc.
Firethorn Wealth Partners, Llc
Concorde Asset Management, LLC
Northside Capital Management, LLC
HCR Wealth Advisors
Bragg Financial Advisors, Inc
Financial Consulate, Inc
Altfest L J & Co Inc
Cambridge Advisors Inc.
Cannon Advisors, Inc.
Thurston, Springer, Miller, Herd & Titak, Inc.
Center for Financial Planning, Inc.
Accelerate Investment Advisors LLC
Essex Savings Bank
Koshinski Asset Management, Inc.
Naples Global Advisors, Llc
Ssi Investment Management Llc
TD Waterhouse Canada Inc.
Nikulski Financial, Inc.
American National Bank
Gerber Kawasaki Wealth & Investment Management
BKD Wealth Advisors, LLC
Wells Financial Advisors INC
Moneta Group Investment Advisors Llc
KPP Advisory Services LLC
Sanibel Captiva Trust Company, Inc.
Lighthouse Financial LLC
Oxford Financial Group Ltd
CoreFirst Bank & Trust
71 West Capital Partners
Principal Securities, Inc.
Asempa Wealth Advisors
Van Eck Associates Corp
Stanich Group LLC
N.E.W. Advisory Services LLC
Adviser Investments LLC
Barclays Plc
Visionary Horizons, LLC
Csenge Advisory Group
Gilliland Jeter Wealth Management LLC
First Heartland Consultants, Inc.
Tempus Wealth Planning, LLC
Fifth Third Bancorp
Allworth Financial LP
Valtinson Bruner Financial Planning LLC
SHP Wealth Management
NCM Capital Management, LLC
Nations Financial Group Inc, /ia/ /adv
Harbour Trust & Investment Management Co
Sovran Advisors, LLC
Meridian Wealth Management, LLC
Great Valley Advisor Group, Inc.
Fort Washington Investment Advisors Inc /oh/
Pathstone Holdings, LLC
HBK Sorce Advisory LLC
LiftPoint Family Wealth Advisors LLC
Chelsea Counsel Co
Ayalon Holdings Ltd.
Umpqua Bank
Ewa, Llc
Qrg Capital Management, Inc.
Ankerstar Wealth, LLC
Turtle Creek Wealth Advisors, LLC
Benson Wealth Management INC
Laurel Wealth Advisors LLC
Investment Advisory Group, LLC
Royal Bank Of Canada
Stock Yards Bank & Trust Co
Legacy Financial Group LLC
Lane Brothers & Co Inc
A4 Wealth Advisors LLC
Tompkins Financial Corp
Virtue Capital Management, LLC
Accurate Wealth Management, LLC
Allegheny Financial Group LTD
JB Capital LLC
Apollon Financial, LLC
Mesirow Financial Investment Management, Inc.
Paragon Capital Management Ltd
BRYN MAWR TRUST Co
Brinker Capital Investments, LLC
Amundi
StoneX Group Inc.
Archer Investment Corp
Transcendent Capital Group LLC
Harvest Investment Services, LLC
Stratos Wealth Partners, LTD.
Catalina Capital Group, LLC
Meramec Financial Planners, LLC
Northland Securities, Inc.
Balentine LLC
Root Financial Partners, LLC
Mandatum Life Insurance Co Ltd
Resolute Wealth Strategies, LLC
CFS Investment Advisory Services, LLC
Cheviot Value Management, LLC
Aqr Capital Management Llc
Guidance Capital, Inc
RWM Asset Management, LLC
Chicago Partners Investment Group LLC
Latitude Advisors, LLC
Acropolis Investment Management, LLC
Bangor Savings Bank
Thrivent Financial For Lutherans
Balance Wealth, LLC
Dakota Wealth Management
Leo H. Evart, Inc.
First Merchants Corp
Terra Nova Asset Management LLC
Evergreen Advisors, LLC
Mcdonald Partners Llc
BankChampaign, National Association
Sofi Wealth, Llc
Empower Advisory Group, LLC
JGP Wealth Management, LLC
Daviman Financial, LLC
IMZ Advisory Inc
Evolution Wealth Management Inc.
Moment Partners, LLC
GHP Investment Advisors, Inc.
Bogart Wealth, LLC
Warren Averett Asset Management, LLC
JT Stratford LLC
Strategic Advocates LLC
Pnc Financial Services Group, Inc.
Gwn Securities Inc.
Morgan Stanley
Citizens National Bank Trust Department
Migdal Insurance & Financial Holdings Ltd.
Clarus Group, Inc.
Annis Gardner Whiting Capital Advisors, LLC
Nalls Sherbakoff Group, Llc
Rosenberg Matthew Hamilton
Patton Albertson Miller Group, Llc
Hoxton Planning & Management, LLC
Larson Financial Group LLC
Navellier & Associates Inc
WealthCare Investment Partners, LLC
AdvisorShares Investments LLC
Midwest Heritage Bank, FSB
Crestwood Advisors Group LLC
Tarbox Family Office, Inc.
Savvy Advisors, Inc.
5T Wealth, LLC
SOA Wealth Advisors, LLC.
Strategic Financial Concepts, LLC
Invesco Ltd.
Invictus Private Wealth, Llc
Rsm Us Wealth Management Llc
Michels Family Financial, LLC
Evelyn Partners Asset Management Ltd
Frankly Finances, LLC
Quadrant Private Wealth Management, LLC
Dunhill Financial, LLC
Peak Financial Management, Inc.
Guidance Point Advisors, LLC
Strathmore Capital Advisors, Inc.
Affiance Financial, LLC
Regal Investment Advisors LLC
Integrity Alliance, Llc.
Ransom Advisory, Ltd
SOUTH STATE Corp
CVA Family Office, LLC
Symphony Financial Services, Inc.
Prostatis Group LLC
We Are One Seven, LLC
Financial Solutions Advisory Group, Inc.
Redwood Financial Network Corp
Mosley Wealth Management
Insight 2811, Inc.
Schroder Investment Management Group
Wealthgarden F.s. Llc
Polaris Investment Advisors, LLC
Madson Wealth Advisors Inc
Everhart Financial Group, Inc.
Bartlett & Co. Wealth Management Llc
Carderock Capital Management Inc
Gallagher Capital Advisors, LLC
RCS Financial Planning, LLC
PFG Investments, LLC
Advisory Alpha, LLC
Joseph Group Capital Management
GGM Financials LLC
Antonelli Financial Advisors, LLC
3Chopt Investment Partners, LLC
Prime Capital Investment Advisors, LLC
Vivaldi Capital Management, LLC
Elevated Capital Advisors, LLC
Griffin Asset Management, Inc.
Clark Capital Management Group, Inc.
Centaurus Financial, Inc.
Independent Advisor Alliance
GoalVest Advisory LLC
Pacifica Partners Inc.
DMG Group, LLC
Medallion Wealth Advisors, LLC
Pinnacle Associates Ltd
Concord Wealth Partners
Sonata Capital Group Inc
HC Advisors, LLC
Conservest Capital Advisors, Inc.
Ceera Investments, Llc
Equitable Holdings, Inc.
Peddock Capital Advisors, Llc
Resonant Capital Advisors, LLC
Triumph Capital Management
Kingsview Wealth Management, LLC
Plante Moran Financial Advisors, LLC
Atria Investments Llc
Legacy Private Trust Co.
Visionary Wealth Advisors
Missouri Trust & Investment Co
MSH Capital Advisors LLC
Main Street Financial Solutions, LLC
Northwestern Mutual Wealth Management Co
Verdence Capital Advisors LLC
Tobias Financial Advisors, Inc.
Td Private Client Wealth Llc
True North Advisors, LLC
Ogorek Anthony Joseph /ny/ /adv
Lantz Financial LLC
Certified Advisory Corp
Financial Freedom, LLC
Marino, Stram & Associates Llc
First Citizens Bank & Trust Co
Pinnacle Financial Partners, Inc.
St Germain D J Co Inc
GKV Capital Management Co., Inc.
PFG Advisors
IHT Wealth Management, LLC
Tranquility Partners, LLC
GPS Wealth Strategies Group, LLC
HighPoint Advisor Group LLC
Signature Estate & Investment Advisors Llc
Marex Group plc
LRI Investments, LLC
BridgePort Financial Solutions, LLC
Bokf, Na
Patriot Investment Management Inc.
Financial Engines Advisors L.L.C.
Harborfront Financial Group LLC
BlackDiamond Wealth Management Inc.
Birchwood Financial Partners, Inc.
Portfolio Strategies, Inc.
Keeler & Nadler Financial Planning & Wealth Management
Unique Wealth, Llc
Sigma Planning Corp
Armstrong Advisory Group, Inc
Shepherd Financial Partners LLC
Westwood Wealth Management
Two Sigma Investments, Lp
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Tritonpoint Wealth, Llc
Kanawha Capital Management Llc
BCJ Capital Management, LLC
Beacon Financial Group
Apeiron RIA LLC
Park Place Capital Corp
Beverly Hills Private Wealth, LLC
Advisor OS, LLC
Evolution Advisers, Inc.
Sowell Financial Services LLC
Avidian Wealth Solutions, LLC
Tradition Wealth Management, LLC
First United Bank Trust/
Nbc Securities, Inc.
Jpmorgan Chase & Co
OFS Enterprise LLC
Cornerstone Wealth Group, LLC
Rossby Financial, LCC
Ronald Blue Trust, Inc.
Bonfire Financial
MGB Wealth Management, LLC
Runnymede Capital Advisors, Inc.
Chapman Financial Group, Llc
One Charles Private Wealth Services, LLC
Hilltop Holdings Inc.
Panoramic Investment Advisors, Llc
Madden Advisory Services, Inc.
Austin Private Wealth, LLC
Montz Harcus Wealth Management LLC
Cornerstone Planning Group LLC
CacheTech Inc.
Beacon Pointe Advisors, LLC
Advyzon Investment Management, LLC
Empowered Funds, LLC
Market Street Wealth Management Advisors Llc
Outlook Wealth Advisors, LLC
Scarborough Advisors, LLC
Colonial Trust Co / SC
Tableaux Llc
Haverford Trust Co
Cassaday & Co Wealth Management LLC
Cornerstone Wealth Management, LLC
Thompson Investment Management, Inc.
Kovack Advisors, Inc.
Synergy Investment Management, LLC
Kayne Anderson Rudnick Investment Management Llc
Snowden Capital Advisors LLC
Berkeley Capital Partners, LLC
NorthAvenue LLC
Stony Point Wealth Management Inc.
Kilter Group LLC
Cardinal Point Capital Management, ULC
Dodds Wealth, LLC
Trustmark National Bank Trust Department
Allstate Corp
Citigroup Inc
Adirondack Trust Co
Main Street Group, LTD
Colony Group, LLC
Pensionmark Financial Group, Llc
Patten Group, Inc.
Ktf Investments, Llc
Ironwood Investment Counsel, LLC
Abound Wealth Management
Ckw Financial Group
International Assets Investment Management, Llc
Capital Investment Advisory Services, LLC
Glenmede Trust Co Na
Arcadia Investment Management Corp/mi
Zions Bancorporation, National Association /ut/
Mendel Capital Management LLC
Allen Investment Management LLC
Resolute Capital, Llc
Endeavor Private Wealth, Inc.
Axq Capital, Lp
Comprehensive Financial Planning, Inc./PA
J.Safra Asset Management Corp
Cyndeo Wealth Partners, LLC
Magnolia Wealth Management, LLC
IFG Advisory, LLC
Jfs Wealth Advisors, Llc
Diversify Wealth Management, Llc
Stratos Wealth Advisors, LLC
Beaird Harris Wealth Management, LLC
Intrua Financial, LLC
Flower City Capital
Inspire Advisors, LLC
Aventura Private Wealth, LLC
Umb Bank N A/mo
TrueWealth Advisors, LLC
Well Done, LLC
Simplex Trading, Llc
Signature Securities Group Corporation
Activest Wealth Management
Kelly Financial Group Llc
Newbridge Financial Services Group, Inc.
Kestra Advisory Services, LLC
Emerald Investment Partners, Llc
Purewater Capital LLC
Capital Investment Advisors, LLC
Sensible Money, LLC
Tactive Advisors, LLC
TBH Global Asset Management, LLC
Jacobi Capital Management LLC
Smithfield Trust Co
Independence Bank of Kentucky
Centennial Bank/AR/
Benjamin Edwards Inc
InTrack Investment Management Inc
Ascent Group, LLC
Berman McAleer LLC
Oak Barrel Wealth Advisory LLC
RVW Wealth, LLC
Investors Research Corp
Zrc Wealth Management, Llc
Cypress Wealth Services, LLC
Hanson & Doremus Investment Management
Snowwater Investment Partners, Llc
Bay Harbor Wealth Management, LLC
Parkside Financial Bank & Trust
Washington Trust Bank
Consultiva Wealth Management, Corp.
Kickstand Ventures, Llc.
EP Wealth Advisors, Inc.
Mml Investors Services, Llc
Wealth Effects Llc
Perryman Financial Advisory Inc /ad
Condor Capital Management
Peoples Bank /oh
Hurley Capital, LLC
Pitcairn Wealth Advisors LLC
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista