VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF - Net Long/Short Value

Vanguard Index Funds - Vanguard Mid-Cap Value ETF
US ˙ ARCA ˙ US9229085124

VOE / Vanguard Index Funds - Vanguard Mid-Cap Value 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$)
Net Uzun/Kısa
(1000$)
Accel Wealth Management
Waller Financial Planning Group, Inc
VSM Wealth Advisory, LLC
Nations Financial Group Inc, /ia/ /adv
Advisors Capital Management, LLC
D.a. Davidson & Co.
EverSource Wealth Advisors, LLC
Livet Wealth, LLC
LifePlan Investment Advisors, Inc.
Wells Financial Advisors INC
Sharper & Granite LLC
Pine Valley Investments Ltd Liability Co
Wsfs Capital Management, Llc
Gateway Wealth Partners, LLC
HB Wealth Management, LLC
King Wealth
Compass Advisory Group LLC
Quadcap Wealth Management, LLC
We Are One Seven, LLC
waypoint wealth counsel
Inspirion Wealth Advisors, Llc
Tyche Wealth Partners LLC
IHT Wealth Management, LLC
Smartleaf Asset Management LLC
Narus Financial Partners, LLC
Roof Eidam & Maycock/adv
Valley National Advisers Inc
Christine Messmer Pc
Lauterbach Financial Advisors, LLC
Tiaa Trust, National Association
SC&H Financial Advisors, Inc.
Courier Capital Llc
Level Four Advisory Services, Llc
SBI Securities Co., Ltd.
Wiregrass Investment Management Llc
Glenview Trust Co
Dodds Wealth, LLC
Richard P Slaughter Associates Inc
Arvest Investments, Inc.
Saxony Capital Management, LLC
Peak Retirement Planning, Inc.
Cerity Partners LLC
Bank Of Montreal /can/
Annis Gardner Whiting Capital Advisors, LLC
Harbour Investments, Inc.
McIlrath & Eck, LLC
LPL Financial LLC
Putnam Fl Investment Management Co
Aire Advisors, Llc
Mustard Seed Financial, LLC
Flow Traders U.s. Llc
True Link Financial Advisors, LLC
Cambridge Financial Group, LLC
BOK Financial Private Wealth, Inc.
Pensionmark Financial Group, Llc
Sonata Capital Group Inc
Protective Life Corp
First PREMIER Bank
HBW Advisory Services LLC
Oxford Financial Group Ltd
Passumpsic Savings Bank
Main Street Group, LTD
Bleakley Financial Group, LLC
Opal Wealth Advisors, LLC
Seacrest Wealth Management, Llc
AlphaCore Capital LLC
Baldwin Investment Management, LLC
Maseco Llp
Rodgers & Associates, LTD
Krilogy Financial LLC
Institute for Wealth Management, LLC.
Fuller & Thaler Asset Management, Inc.
UMA Financial Services, Inc.
TPG Financial Advisors, LLC
Peoples Financial Services Corp.
Blueline Advisors Llc
MidAtlantic Capital Management, Inc.
SVRN Asset Management, LLC
Magnus Financial Group LLC
Crescent Grove Advisors, LLC
Marino, Stram & Associates Llc
Brickley Wealth Management
Jfs Wealth Advisors, Llc
Trust Co Of Toledo Na /oh/
FineMark National Bank & Trust
Maryland Capital Advisors Inc.
Breakwater Capital Group
Greykasell Wealth Strategies, Inc.
First Financial Corp /in/
TD Capital Management LLC
WealthCollab, LLC
Paulson Wealth Management Inc.
Three Arch Wealth Management LLC
Atlantic Edge Private Wealth Management, LLC
Gibraltar Capital Management, Inc.
Savant Capital, LLC
Captrust Financial Advisors
IAG Wealth Partners, LLC
Horizon Financial Services, Llc
Kingdom Financial Group LLC.
NFP Retirement, Inc.
Collaborative Wealth Managment Inc.
Keyvantage Wealth, Llc
Becker Capital Management Inc
Bishop & Co Investment Management, LLC
Wingate Wealth Advisors, Inc.
Mv Capital Management, Inc.
Breakwater Investment Management
Foundation Wealth Management, LLC\PA
Bradley Foster & Sargent Inc/ct
Dentgroup LLC
Payne Capital Management, LLC
Staley Capital Advisers Inc
American Financial & Tax Strategies Inc
Vise Technologies, Inc.
Lutz Financial Services LLC
Eagle Strategies LLC
Weinberger Asset Management, Inc
Barnes Pettey Financial Advisors, Llc
Embree Financial Group
SOUTH STATE Corp
Aprio Wealth Management, LLC
Daymark Wealth Partners, Llc
RMB Capital Management, LLC
Jpmorgan Chase & Co
Russell Investments Group, Ltd.
MCF Advisors LLC
Armstrong Advisory Group, Inc
Caldwell Trust Co
Eagle Bay Advisors LLC
Financial Partners Group, Inc
Brand Asset Management Group, Inc.
Independent Wealth Advisors LLC
Leo Wealth, LLC
Sargent Investment Group, LLC
North Ridge Wealth Advisors, Inc.
180 Wealth Advisors, Llc
Goepper Burkhardt LLC
Falcon Wealth Planning
Alesco Advisors Llc
M&t Bank Corp
Causey Wealth LLC
City State Bank
Strategic Wealth Partners, Ltd.
Cathy Pareto & Associates, Inc
Park Avenue Securities Llc
Brinker Capital Investments, LLC
Northern Oak Wealth Management Inc
Elm Partners Management LLC
Tme Financial, Inc.
Kohmann Bosshard Financial Services, LLC
BHK Investment Advisors, LLC
Roundview Capital LLC
Cottage Street Advisors LLC
Family Investment Center, Inc.
Round Rock Advisors, LLC
Capital Asset Managemnet, LLC
Tsfg, Llc
Fulton Bank, N.a.
Td Private Client Wealth Llc
Silver Coast Investments LLC
ICONIQ Capital, LLC
Archer Investment Corp
PFG Investments, LLC
Bragg Financial Advisors, Inc
Towerpoint Wealth, LLC
Simplicity Wealth,LLC
Texas Yale Capital Corp.
Sterling Financial Planning, Inc.
Kwmg, Llc
IFP Advisors, Inc
Rsm Us Wealth Management Llc
TRB Wealth Management, LLC
MSH Capital Advisors LLC
Cadence Wealth Management LLC
Optivise Advisory Services LLC
Matrix Private Capital Group Llc
Tritonpoint Wealth, Llc
Guidance Point Advisors, LLC
Investors Research Corp
Retirement Financial Solutions, Llc
Bogart Wealth, LLC
Aberdeen Wealth Management LLC
Motiv8 Investments LLC
Washington Trust Advisors, Inc.
Tiaa-cref Individual & Institutional Services, Llc
Regal Investment Advisors LLC
Colonial Trust Co / SC
Callan Family Office, LLC
Praetorian Wealth Management, Inc.
Octavia Wealth Advisors, LLC
Citizens Financial Group Inc/ri
Planning Project LLC
WP Advisors, LLC
MorganRosel Wealth Management, LLC
Ledyard National Bank
Litman Gregory Asset Management LLC
Cornerstone National Bank & Trust Co
Global Trust Asset Management, LLC
Asset Dedication, LLC
TopTier Wealth Management, LLC
First Pacific Financial
Aptus Capital Advisors, LLC
Baker Ellis Asset Management LLC
Bay Harbor Wealth Management, LLC
DAVENPORT & Co LLC
New England Private Wealth Advisors LLC
Ubs Asset Management Americas Inc
NorthRock Partners, LLC
McCarthy Grittinger Financial Group, LLC
Mml Investors Services, Llc
Asset One Wealth Management LLC
Gladwyn Financial Advisors, Inc.
Bfsg, Llc
Duncker Streett & Co Inc
Laurel Oak Wealth Management, Llc
Insigneo Advisory Services, Llc
Cary Street Partner Investment Advisory Llc
Hegarty Advisors, LLC
Envestnet Asset Management Inc
Wolff Financial Management Llc
Prospera Capital Management, LLC
Sigma Investment Counselors Inc
Dougherty Wealth Advisers LLC
Avantax Planning Partners, Inc.
Cooke Wealth Management, LLC
Cordant, Inc.
Triumph Capital Management
Wetzel Investment Advisors, Inc.
BRYN MAWR TRUST Co
Mma Asset Management Llc
Vanguard National Trust Co
Evermay Wealth Management Llc
Private Client Services, Llc
Hamrick Investment Counsel, llc
Members Wealth Llc
Strategic Financial Partners, Ltd.
Chilton Investment Co Llc
Pasadena Private Wealth, LLC
SRS Capital Advisors, Inc.
Spire Wealth Management
Harbor Investment Advisory, Llc
Flagship Harbor Advisors, Llc
Michels Family Financial, LLC
Fiduciary Advisors, Inc.
One Day In July LLC
Blalock Williams, Llc
MTM Investment Management, LLC
Founders Financial Alliance, LLC
Canandaigua National Corp
Lodestar Private Asset Management Llc
Arkadios Wealth Advisors
Net Worth Advisory Group
Mutual Advisors, LLC
S.A. Mason LLC
National Bank Of Canada /fi/
First Trust Advisors Lp
BLB&B Advisors, LLC
Napier Financial, LLC
Sagace Wealth Management LLC
Beacon Pointe Advisors, LLC
Grantvest Financial Group LLC
Legacy Wealth Managment, LLC/ID
Sage Rhino Capital Llc
Prime Capital Investment Advisors, LLC
Deutsche Bank Ag\
Ameriflex Group, Inc.
N.E.W. Advisory Services LLC
Petix & Botte Co
Integrated Capital Management, LLC
IVC Wealth Advisors LLC
Yoder Wealth Management, Inc.
Oak Harvest Investment Services
POM Investment Strategies, LLC
Strategic Wealth Advisors LLC
Rockingstone Advisors LLC
Howe & Rusling Inc
Werba Rubin Papier Wealth Management
Leavell Investment Management, Inc.
Clear Investment Research, Llc
Directional Asset Management
Talon Private Wealth, LLC
Pinnacle Financial Group, LLC / IL
Bruce G. Allen Investments, LLC
Insight Advisors, LLC/ PA
Pinnacle Bancorp, Inc.
Capital Advantage, Inc.
New Republic Capital, LLC
Ethos Financial Group, LLC
Taylor, Cottrill, Erickson & Associates, Inc.
Fedenia Advisers LLC
Ballast Advisors Llc
Quad-Cities Investment Group, LLC
Hantz Financial Services, Inc.
Change Path, LLC
Bartlett & Co. Wealth Management Llc
Northwest Bancshares, Inc.
Mayfair Advisory Group, LLC
Tenret Co LLC
Compton Wealth Advisory Group, LLC
Evergreen Wealth Management, LLC
Smithfield Trust Co
Elite Financial, Inc.
HTG Investment Advisors, Inc.
Focus Financial Network, Inc.
Argent Trust Co
Shepherd Financial Partners LLC
Bank of New York Mellon Corp
Ibex Wealth Advisors
Forza Wealth Management, LLC
Smallwood Wealth Investment Management, LLC
Birchbrook, Inc.
Culbertson A N & Co Inc
ORG Wealth Partners, LLC
Redmond Asset Management, LLC
Fft Wealth Management Llc
Wealth Alliance
Pacific Center for Financial Services
Paradigm Financial Partners, Llc
Topsail Wealth Management, LLC
Beacon Financial Advisory LLC
Whittier Trust Co Of Nevada Inc
Freestone Capital Holdings, LLC
Rollins Financial Advisors, LLC
Truepoint, Inc.
Guidance Capital, Inc
Midwest Trust Co
Resources Investment Advisors, LLC.
Capital Advisors, Ltd. LLC
Kornitzer Capital Management Inc /ks
Signaturefd, Llc
Private Wealth Management Group, LLC
Millstone Evans Group, LLC
Beaumont Financial Advisors, LLC
One Capital Management, LLC
Note Advisors, LLC
Spectrum Planning & Advisory Services Inc.
Aaron Wealth Advisors LLC
Bank Of Hawaii
Financial Advisory Corp /ut/ /adv
Trust Co Of Vermont
Peachtree Investment Partners, LLC
HighTower Advisors, LLC
Kozak & Associates, Inc.
Gen-Wealth Partners Inc
Maridea Wealth Management LLC
Betterment LLC
ETF Portfolio Partners, Inc.
Frazier Financial Advisors, LLC
Arcadia Investment Advisors Llc
Tudor Investment Corp Et Al
Alliancebernstein L.p.
Tower View Investment Management & Research LLC
Theory Financial Llc
Jones Financial Companies Lllp
Quartz Partners, LLC
Valmark Advisers, Inc.
Three Bridge Wealth Advisors, LLC
NewEdge Wealth, LLC
Jacobs Equity LLC
Fiduciary Financial Group, Llc
Entrust Financial Llc
Benjamin Edwards Inc
Summit Trail Advisors, Llc
Heritage Wealth Advisors
Valeo Financial Advisors, LLC
MGB Wealth Management, LLC
Brown Advisory Inc
Taylor & Morgan Wealth Management, LLC
Susquehanna International Group, Llp
OpenArc Corporate Advisory, LLC
Stage Harbor Financial, Llc
Cornerstone Planning Group LLC
Woodard & Co Asset Management Group Inc /adv
Qube Research & Technologies Ltd
Pacific Excel Wealth Advisors, Inc.
American Trust
Crane Advisory, LLC
Signet Financial Management, Llc
Kendall Capital Management
Cardiff Park Advisors, Llc
Financial Perspectives, Inc
Y-Intercept (Hong Kong) Ltd
Element Wealth, LLC
Rossmore Private Capital
Evolution Wealth Management Inc.
Beacon Financial Strategies CORP
Smith Thornton Advisors LLC
Florida Financial Advisors, Llc
Baer Investment Advisory LLC
Bridges Investment Management Inc
United Advisor Group, LLC
Lpwm Llc
Paragon Capital Management Ltd
Tradewinds Capital Management, LLC
Integris Wealth Management, LLC
Creative Financial Designs Inc /adv
Compass Capital Corp /ma/ /adv
Ronald Blue Trust, Inc.
Western Wealth Management, LLC
Angeles Wealth Management, Llc
Presilium Private Wealth, Llc
TCG Advisory Services, LLC
Kestra Private Wealth Services, Llc
Parsons Capital Management Inc/ri
Patriot Investment Management Inc.
ERn Financial, LLC
Morton Brown Family Wealth, LLC
Jacobi Capital Management LLC
Retirement Planning Group
Warner Financial, Inc
RMR Capital Management, LLC
Anchor Investment Management, LLC
Wellington Grp LLC
Veridan Wealth LLC
Forum Private Client Group LLC
Highland Capital Management, Llc
Csenge Advisory Group
Townsend & Associates, Inc
CIBC Bancorp USA Inc.
Nbt Bank N A /ny
Evensky & Katz LLC
Apella Capital, LLC
RTD Financial Advisors, Inc.
Ashton Thomas Private Wealth, LLC
Natixis Advisors, L.p.
Tacita Capital Inc
Atlas Brown,Inc.
Adviser Investments LLC
Walled Lake Planning & Wealth Management, Llc
Revolve Wealth Partners, LLC
Prelude Capital Management, Llc
North Capital, Inc.
Mosaic Financial Group, Llc
XY Planning Network, Inc.
International Assets Investment Management, Llc
AIMZ Investment Advisors, LLC
Old National Bancorp /in/
TruNorth Capital Management, LLC
PlanVest Financial, Inc
Ritter Daniher Financial Advisory LLC / DE
First Bancorp, Inc /ME/
Mitchell Mcleod Pugh & Williams Inc
Calamos Advisors LLC
True Wealth Design, LLC
Running Point Capital Advisors, LLC
Northwestern Mutual Wealth Management Co
Tanglewood Legacy Advisors, LLC
Sowell Financial Services LLC
Holderness Investments Co
Vanguard Advisers Inc
Concurrent Investment Advisors, LLC
Strategic Advisors LLC
Integrity Alliance, Llc.
Summit Wealth & Retirement Planning, Inc.
Wrapmanager Inc
Zhang Financial LLC
Wealth Watch Advisors, INC
GAMMA Investing LLC
Spreng Capital Management, Inc.
Wealthspire Advisors, LLC
Allworth Financial LP
Capital Analysts, Inc.
Sollinda Capital Management LLC
Hollencrest Capital Management
Ameritas Advisory Services, LLC
Plancorp, LLC
Goelzer Investment Management, Inc.
Maimon Wealth Management Ltd.
St Germain D J Co Inc
Diversify Wealth Management, Llc
Joel Isaacson & Co., LLC
Chemistry Wealth Management LLC
Salomon & Ludwin, LLC
MidFirst Bank
CJM Wealth Advisers, Ltd.
Vanguard Group Inc
Snider Financial Group
Wealth Effects Llc
Foundry Financial LLC
Wells Fargo & Company/mn
Cahill Financial Advisors Inc
Bnp Paribas Arbitrage, Sa
Oxbow Advisors, LLC
FSM Wealth Advisors, LLC
Brown Financial Advisory
Sendero Wealth Management, LLC
MOR Wealth Management, LLC
Capital Squared Financial LLC
Ausdal Financial Partners, Inc.
Janney Montgomery Scott LLC
Neuberger Berman Group LLC
Zrc Wealth Management, Llc
Skopos Labs, Inc.
Evoke Wealth, Llc
Montag A & Associates Inc
Dynamic Advisor Solutions LLC
Proffitt & Goodson Inc
Perigon Wealth Management, LLC
Huntington National Bank
Nicolet Advisory Services, Llc
Baring Financial LLC
West Financial Advisors, LLC
Kestra Advisory Services, LLC
Midwest Capital Advisors, LLC
U.S. Capital Wealth Advisors, LLC
Manchester Capital Management LLC
Bessemer Group Inc
Capital Investment Advisory Services, LLC
Diversified Enterprises, LLC
TD Waterhouse Canada Inc.
Sigma Planning Corp
MeadowBrook Investment Advisors LLC
Fisher Asset Management, LLC
SNS Financial Group, LLC
Brown, Lisle/cummings, Inc.
Harpswell Capital Advisors, LLC
Inlight Wealth Management, LLC
Financial Symmetry Inc
Black Diamond Financial, LLC
Fifth Third Bancorp
Golden State Equity Partners
Proathlete Wealth Management Llc
Checchi Capital Advisers, LLC
Clayton Financial Group LLC
Spartan Wealth Advisory Services LLC
Cornerstone Wealth Management, LLC
Quest 10 Wealth Builders, Inc.
Nwam Llc
Newman Dignan & Sheerar, Inc.
Wesbanco Bank Inc
Kilter Group LLC
Aspiriant, Llc
Sage Financial Group Inc
Amara Financial, Llc.
ERTS Wealth Advisors, LLC
Veratis Advisors, Inc.
CX Institutional
Advantage Trust Co
KPP Advisory Services LLC
Panoramic Investment Advisors, Llc
Gemmer Asset Management LLC
Advisor Group Holdings, Inc.
Level Financial Advisors, Inc.
Colony Family Offices, LLC
Hurley Capital, LLC
Connecticut Wealth Management, LLC
First Horizon Corp
Paces Ferry Wealth Advisors, Llc
Pingora Partners LLC
Lionshead Wealth Management, LLC
Pathstone Holdings, LLC
Tocqueville Asset Management L.p.
Asempa Wealth Advisors
Aventura Private Wealth, LLC
Steigerwald, Gordon & Koch Inc.
Legacy Financial Advisors, Inc.
CI Private Wealth, LLC
Pittenger & Anderson Inc
AE Wealth Management LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Kapstone Financial Advisors LLC
Coston, McIsaac & Partners
Franklin Resources Inc
Advance Capital Management, Inc.
Next Level Private LLC
Johnson Financial Group, Inc.
Accurate Wealth Management, LLC
Cary Street Partners Financial Llc
Rockwood Wealth Management, LLC
Us Bancorp \de\
Addison Advisors LLC
1 North Wealth Services Llc
Align Financial, LLC
Whalerock Point Partners, Llc
Financial Management Professionals, Inc.
Comprehensive Financial Planning, Inc./PA
HighPoint Advisor Group LLC
Signal Advisors Wealth, LLC
PFG Advisors
Blue Bell Private Wealth Management, Llc
MRP Capital Investments, LLC
Glen Eagle Advisors, LLC
Bank of Marin
Pure Financial Advisors, Inc.
Cornerstone Financial Management LLC
First Community Trust Na
Balboa Wealth Partners
Cresset Asset Management, LLC
Meramec Financial Planners, LLC
Team Financial Group, LLC
Conquis Financial Llc
Aviso Wealth Management
Renaissance Technologies Llc
Summit Financial Strategies, Inc.
Truist Financial Corp
Clune & Associates, Ltd.
Orgel Wealth Management, LLC
Fairman Group, LLC
C M Bidwell & Associates Ltd
Noble Wealth Management PBC
O'shaughnessy Asset Management, Llc
National Asset Management, Inc.
Sanctuary Advisors, LLC
My Purposeful Wealth Corp.
Legacy Edge Advisors, LLC
Nikulski Financial, Inc.
Baird Financial Group, Inc.
MONECO Advisors, LLC
Continuum Advisory, LLC
Carolina Wealth Advisors, LLC
Cullen/frost Bankers, Inc.
Thompson Siegel & Walmsley Llc
Register Financial Advisors LLC
Centaurus Financial, Inc.
Intelligence Driven Advisers, LLC
Golden State Wealth Management, LLC
Catalytic Wealth RIA, LLC
Chicago Partners Investment Group LLC
Oakworth Capital, Inc.
BCS Wealth Management
Financial Network Wealth Advisors LLC
Centennial Advisors, LLC
Nalls Sherbakoff Group, Llc
Private Trust Co Na
Calamos Wealth Management LLC
SageView Advisory Group, LLC
Goldman Sachs Group Inc
Sepio Capital, LP
HF Advisory Group, LLC
Ascent Group, LLC
KC Investment Advisors, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Envestnet Portfolio Solutions, Inc.
Willner & Heller, Llc
Ballentine Partners, LLC
Rhl Group, Llc
Ark & Tlk Investments, Llc
Signature Equity Partners, LLC
Noble Family Wealth, LLC
Wedbush Securities Inc
Silver Lake Advisory, LLC
G2 Capital Management, Llc / Oh
Garrett Investment Advisors LLC
Allred Capital Management, LLC
Entelevest, LLC
SWAN Capital LLC
Cwm, Llc
Cooksen Wealth, LLC
JMG Financial Group, Ltd.
Allspring Global Investments Holdings, LLC
Moisand Fitzgerald Tamayo, LLC
Lwm Advisors Inc
Burk Holdings LLC
Copia Wealth Management
Global Retirement Partners, LLC
Gwn Securities Inc.
Allianz Se
RWM Asset Management, LLC
Investmark Advisory Group LLC
Sovran Advisors, LLC
Echo45 Advisors LLC
Atria Investments Llc
Hartland & Co., LLC
BIP Wealth, LLC
Longview Financial Advisors LLC
Legacy Capital Wealth Partners, LLC
Lodestone Wealth Management LLC
Retirement Income Solutions, Inc
United Capital Financial Advisers, Llc
Wolff Wiese Magana Llc
Advyzon Investment Management, LLC
ORG Partners LLC
Rossby Financial, LCC
Private Advisor Group, LLC
Midwest Financial Group LLC
Integrity Financial Corp /WA
Joseph P. Lucia & Associates, LLC
Bristlecone Value Partners, LLC
Stifel Financial Corp
North Star Investment Management Corp.
Tanager Wealth Management LLP
CIBC World Markets Inc.
Simmons Bank
Atlas Capital Advisors Llc
Mesirow Financial Investment Management, Inc.
Granite FO LLC
Atlantic Union Bankshares Corp
Leading Edge Financial Planning LLC
Investment Research & Advisory Group, Inc.
Brookstone Capital Management
Fairscale Capital, LLC
Twin Focus Capital Partners, Llc
Foundations Investment Advisors, LLC
Winch Advisory Services, LLC
Eclectic Associates Inc /adv
CoreCap Advisors, LLC
Tactive Advisors, LLC
Novak & Powell Financial Services, Inc.
DeLarme Wealth Management, Inc.
Umb Bank N A/mo
Marquette Asset Management, LLC
Citigroup Inc
O'ROURKE & COMPANY, Inc
Houlihan Financial Resource Group, Ltd.
Victory Financial Group, Llc
Intergy Private Wealth, LLC
GPS Wealth Strategies Group, LLC
Lloyd Advisory Services, LLC.
Mosaic Family Wealth Partners, Llc
Revisor Wealth Management LLC
Parkside Financial Bank & Trust
Cambridge Investment Research Advisors, Inc.
Navis Wealth Advisors, LLC
Beacon Financial Group
Center for Financial Planning, Inc.
Lam Group, Inc.
Stokes Family Office, LLC
Prestige Wealth Management Group LLC
Ameritas Investment Partners, Inc.
Glass Jacobson Investment Advisors llc
Facet Wealth, Inc.
Fortis Capital Advisors, LLC
Financial Advisory Service, Inc.
Trilogy Capital Inc.
Royal Bank Of Canada
Cascades Capital Asset Management, LLC
Oppenheimer & Co Inc
Spectrum Investment Advisors, Inc.
Aventus Investment Advisors, Inc.
First American Trust, Fsb
Curio Wealth, Llc
Provident Wealth Management, LLC
Crewe Advisors LLC
Everhart Financial Group, Inc.
Ancora Advisors, LLC
Costello Asset Management, INC
Ironwood Financial, llc
Alerus Financial Na
Thurston, Springer, Miller, Herd & Titak, Inc.
Cerity Partners Retirement Plan Advisors LLC
Marotta Asset Management
Advisory Alpha, LLC
Snowden Capital Advisors LLC
White Lighthouse Investment Management Inc.
HBK Sorce Advisory LLC
Stratos Wealth Partners, LTD.
Mount Yale Investment Advisors, LLC
Richmond Investment Services, LLC
Hexagon Capital Partners LLC
Grand Wealth Management, Llc
Meredith Wealth Planning
TFB Advisors LLC
Clark Wealth Partners
Legacy Wealth Partners, LLC
Opinicus Capital, Inc.
Meridian Wealth Management, LLC
Lake Street Financial Llc
William Mack & Associates, Inc.
Stratos Wealth Advisors, LLC
Peapack Gladstone Financial Corp
Sound View Wealth Advisors Group, LLC
Wilkerson Advisory Group LLC
Texas Bank & Trust Co
Dakota Wealth Management
Mather Group, Llc.
Cascade Financial Partners, LLC
GoalVest Advisory LLC
Sunbelt Securities, Inc.
Wealthfront Advisers Llc
Integrity Wealth Partners, LLC
Dorsey & Whitney Trust CO LLC
Wellspring Financial Advisors, LLC
Caitlin John, LLC
HHM Wealth Advisors, LLC
Geneos Wealth Management Inc.
Independent Financial Group, Llc
Sierra Capital LLC
Rockefeller Capital Management L.P.
Busey Wealth Management
GWM Advisors LLC
Ridgepath Capital Management LLC
HFM Investment Advisors, LLC
Park National Corp /oh/
Fifth Third Securities, Inc.
JPL Wealth Management, LLC
Berkeley, Inc
TAGStone Capital, Inc.
Sterling Investment Counsel, LLC
Topel & Distasi Wealth Management, LLC
QTR Family Wealth, LLC
Finward Bancorp
Strategic Investment Advisors / MI
Sanibel Captiva Trust Company, Inc.
Buckingham Strategic Partners
Signature Resources Capital Management, LLC
Sherman Wealth Management LLC
Kingsview Wealth Management, LLC
Massmutual Trust Co Fsb/adv
Sachetta, LLC
Jane Street Group, Llc
Abound Wealth Management
Beckerman Institutional, LLC
Investments & Financial Planning, LLC
Walsh & Associates, LLC
Fifth Third Wealth Advisors LLC
Center For Asset Management LLC
Ally Invest Advisors Inc.
Winebrenner Capital Management Llc
Traveka Wealth, LLC
Cranbrook Wealth Management, LLC
Wagner Wealth Management, Llc
Rehmann Capital Advisory Group
Northstar Asset Management Llc
Prism Advisors, Inc.
Retiremitten Financial Llc
Fearless Solutions, LLC dba Best Invest
BKD Wealth Advisors, LLC
Eukles Asset Management
Holos Integrated Wealth LLC
Thompson Davis & Co., Inc.
DHJJ Financial Advisors, Ltd.
Monetary Solutions, Ltd
Jeppson Wealth Management, Llc
Monument Group Wealth Advisors, LLC
Clear Creek Financial Management, LLC
First National Bank Of Omaha
McClarren Financial Advisors, Inc.
Gables Capital Management Inc.
Aqr Capital Management Llc
Apollon Wealth Management, LLC
Townsend Asset Management Corp /nc/ /adv
BankPlus Trust Department
Guardian Wealth Advisors, Llc / Nc
Cambria Investment Management, L.P.
Meriwether Wealth & Planning, LLC
Capital Investment Advisors, LLC
Farther Finance Advisors, LLC
Genesis Private Wealth, Llc
Index Fund Advisors, Inc.
Atwood & Palmer Inc
Genesis Financial Group, LLC
UNIVEST FINANCIAL Corp
Verus Capital Partners, Llc
Planning Directions Inc
JNBA Financial Advisors
Strive Financial Group ,LLC
Phillips Financial Management, Llc
Central Pacific Bank - Trust Division
Trust Co
SilverOak Wealth Management LLC
Wealth Science Advisors LLC
Front Row Advisors LLC
Emerald Investment Partners, Llc
Sapient Capital Llc
Empowered Funds, LLC
Morgan Stanley
Coldstream Capital Management Inc
Ifrah Financial Services, Inc.
Freedom Financial Partners LLC
Ameliora Wealth Management Ltd.
Global Wealth Strategies & Associates
Wealth Preservation Advisors, LLC
Richardson Financial Services Inc.
Ritholtz Wealth Management
Kelsey Financial, LLC
Clarity Capital Advisors, LLC
Tower Research Capital LLC (TRC)
DiNuzzo Private Wealth, Inc.
Shakespeare Wealth Management, Inc.
Holistic Planning, LLC
Pnc Financial Services Group, Inc.
GHP Investment Advisors, Inc.
Diversified Management Inc
Robinson Smith Wealth Advisors Llc
Integrated Wealth Concepts LLC
Lido Advisors, LLC
PFS Partners, LLC
CENTRAL TRUST Co
Berger Financial Group, Inc
FDx Advisors, Inc.
Prudent Investors Network
Olistico Wealth, LLC
Titleist Asset Management, Llc
SJS Investment Consulting Inc.
Tower Bridge Advisors
East Coast Asset Management, LLC.
BlackRock, Inc.
Financial Engines Advisors L.L.C.
Junk Investment Group, LLC
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Savvy Advisors, Inc.
Marquette Associates, Inc.
Amplius Wealth Advisors, LLC
Whittier Trust Co
Visionary Wealth Advisors
SHP Wealth Management
Zeit Capital LLC
Fpc Investment Advisory, Inc.
Financial Alternatives, Inc
Alpine Bank Wealth Management
Wealth Enhancement Trust Services, Inc.
Acropolis Investment Management, LLC
Wellington Management Group Llp
Maltin Wealth Management, Inc.
Summit Wealth Group Llc / Co
Blossom Wealth Management
Forum Financial Management, LP
Lmcg Investments, Llc
Colony Group, LLC
Resources Management Corp /ct/ /adv
Hazlett, Burt & Watson, Inc.
Croban
Patten & Patten Inc/tn
Rothschild Investment Llc
Comprehensive Money Management Services LLC
Silverlake Wealth Management Llc
AG Campbell Advisory, LLC
Cove Private Wealth, LLC
Essex Savings Bank
Merit Financial Group, LLC
Verdence Capital Advisors LLC
Assetmark, Inc
Commerce Bank
Opus Financial Solutions LLC
Jackson Hole Capital Partners, LLC
Sterling Capital Management LLC
Nbc Securities, Inc.
WoodTrust Financial Corp
Gotham Asset Management, LLC
Ellenbecker Investment Group
TIAA Wealth Investment Management LLC
Old North State Wealth Management, LLC
Wedmont Private Capital
Horizon Investments, LLC
HFG Advisors, Inc.
Bokf, Na
Sage Mountain Advisors LLC
Q3 Asset Management
Clarity Asset Management, Inc.
Trustmark National Bank Trust Department
Kingswood Wealth Advisors, Llc
Hm Payson & Co
St. Louis Trust Co
Key FInancial Inc
Pekin Hardy Strauss, Inc.
Armbruster Capital Management, Inc.
Vestmark Advisory Solutions, Inc.
Cahaba Wealth Management, Inc.
American Money Management, LLC
McNamara Financial Services, Inc.
Versant Capital Management, Inc
Grove Street Fiduciary, LLC
Venture Visionary Partners LLC
Friday Financial
Robertson Stephens Wealth Management, LLC
Inspire Advisors, LLC
Rialto Wealth Management, LLC
DDFG, Inc
Ironsides Asset Advisors, LLC
Heartwood Wealth Advisors LLC
Total Wealth Planning, Llc
Comerica Bank
Stirlingshire Investments, Inc.
Marin Bay Wealth Advisors, LLC
SOA Wealth Advisors, LLC.
Ellevest, Inc.
Greenup Street Wealth Management Llc
Keybank National Association/oh
Linscomb & Williams, Inc.
Truvestments Capital Llc
Citadel Advisors Llc
Berman McAleer LLC
Biltmore Family Office, LLC
Grove Bank & Trust
AMG National Trust Bank
Larson Financial Group LLC
Essex Financial Services, Inc.
Blair William & Co/il
Cravens & Co Advisors, LLC
Jackson, Grant Investment Advisers, Inc.
Fidelis Capital Partners, LLC
CWA Asset Management Group, LLC
Waystone Advisors Llc
Harbor Asset Planning, Inc.
Everest Financial Group LLC
Chapman Financial Group, Llc
Legacy Financial Group LLC
Murphy Pohlad Asset Management LLC
Brooklyn FI, LLC
EP Wealth Advisors, Inc.
Beaird Harris Wealth Management, LLC
Merited Wealth, LLC
Twin Peaks Wealth Advisors, LLC
CBIZ Investment Advisory Services, LLC
Armor Investment Advisors, LLC
Operose Advisors LLC
Excelsior Advisor Network LLC
Keystone Financial Services, LLC
Grey Fox Wealth Advisors, LLC
Farmers & Merchants Investments Inc
Moneta Group Investment Advisors Llc
Regions Financial Corp
Empirical Finance, LLC
City Holding Co
Choate Investment Advisors
MidWestOne Financial Group, Inc.
Cdkv Holdings Llc
Mission Wealth Management, Lp
Spinnaker Investment Group, LLC
Autumn Glory Partners, LLC
Drucker Wealth 3.0, LLC
Claris Financial LLC
Independent Advisor Alliance
Wescott Financial Advisory Group, LLC
Lowe Brockenbrough & Co Inc
Keating Financial Advisory Services, Inc.
Squire Investment Management Company, LLC
Mercer Global Advisors Inc /adv
Great Valley Advisor Group, Inc.
Financial Guidance Group, Inc.
Main Street Financial Solutions, LLC
Alpha Omega Wealth Management LLC
UBS Group AG
Colonial Trust Advisors
NovaPoint Capital, LLC
Mariner, LLC
Founders Financial Securities Llc
Collective Family Office Llc
Scott Capital Advisors, LLC
Root Financial Partners, LLC
Sound Income Strategies, LLC
Columbia Advisory Partners Llc
Motco
Signature Estate & Investment Advisors Llc
Wiley Bros.-aintree Capital, Llc
Raymond James Financial Inc
MAI Capital Management
Koshinski Asset Management, Inc.
Gladstone Institutional Advisory LLC
Diesslin Group, Inc.
American Capital Advisory, LLC
Long Island Wealth Management, Inc.
Compass Capital Management, Inc
Yarger Wealth Strategies, Llc
Wealthcare Advisory Partners LLC
AdvisorNet Financial, Inc
Argent Advisors, Inc.
Bank Of America Corp /de/
Pathway Financial Advisors LLC
Envision Financial LLC
Indivisible Partners
StoneX Group Inc.
Mill Creek Capital Advisors, LLC
Cornerstone Wealth Group, LLC
Cozad Asset Management Inc
American Institute for Advanced Investment Management, LLP
Avion Wealth
Crux Wealth Advisors
Prospera Financial Services Inc
Equity Wealth Partners, LLC
Private Wealth Asset Management, LLC
LightSquare Wealth Management, LLC
Silver Grove Financial Group, Inc.
CIBC Private Wealth Group, LLC
CAPROCK Group, Inc.
OLIO Financial Planning
Thrivent Financial For Lutherans
Arwa Llc
Claro Advisors LLC
Evergreen Wealth Solutions, LLC
Creative Planning
Providence Capital Advisors, LLC
Condor Capital Management
Modern Wealth Management, LLC
Crews Bank & Trust
Plante Moran Financial Advisors, LLC
Mainstream Capital Management LLC
Nicolet Bankshares Inc
LMG Wealth Partners, LLC
Verum Partners LLC
May Barnhard Investments LLC
Exencial Wealth Advisors, Llc
Godfrey Financial Associates, Inc.
Cetera Investment Advisers
Stephens Inc /ar/
Brindle & Bay Financial Advisors, LLC
Ceera Investments, Llc
Miracle Mile Advisors, LLC
Northern Lights Advisors, Inc.
Stephens Group Asset Management, Llc
Badgley Phelps Wealth Managers, LLC
Hamilton Point Investment Advisors, LLC
Seeds Investor Llc
Pinnacle Financial Partners, Inc.
Prosperity Consulting Group, LLC
Strategic Advocates LLC
1832 Asset Management L.P.
Ares Financial Consulting, LLC
Patriot Financial Group Insurance Agency, LLC
BKM Wealth Management, LLC
West Bancorporation Inc
Zions Bancorporation, National Association /ut/
Jim Saulnier & Associates, Llc
First Command Advisory Services, Inc.
Summit Financial, LLC
Dynamic Wealth Strategies, LLC
EPG Wealth Management LLC
Ameriprise Financial Inc
Avant Capital LLC
Vantagepoint Investment Advisers Llc
Well Done, LLC
Wealth Enhancement Advisory Services, Llc
Grimes & Company, Inc.
Integral Investment Advisors, Inc.
Atticus Wealth Management, Llc
Founders Grove Wealth Partners, Llc
Northern Trust Corp
Rockbridge Investment Management, LCC
Exchange Traded Concepts, Llc
Yeomans Consulting Group, Inc.
McGlone Suttner Wealth Management, Inc.
Orleans Capital Management Corp/la
Clear Harbor Asset Management, LLC
Silvercrest Asset Management Group Llc
Schwallier Wealth Management LLC
Klingman & Associates, LLC
Westside Investment Management, Inc.
Basepoint Wealth LLC
Quaker Wealth Management, LLC
Hanson & Doremus Investment Management
Qrg Capital Management, Inc.
Founders Capital Management
Creekside Partners
Thrive Capital Management, LLC
Cassaday & Co Wealth Management LLC
Modera Wealth Management, LLC
Johnson Investment Counsel Inc
Prosperity Planning, Inc.
Marshall Investment Management, Llc
MJT & Associates Financial Advisory Group, Inc.
Wealthspan Partners, Llc
Horizon Bancorp Inc /in/
Principal Securities, Inc.
Associated Banc-corp
Turtle Creek Wealth Advisors, LLC
Bangor Savings Bank
Dunhill Financial, LLC
Kennedy Capital Management, Inc.
Certified Advisory Corp
Fee-Only Financial Planning, L.C.
Legacy Bridge, LLC
Ieq Capital, Llc
Chapin Davis, Inc.
Tompkins Financial Corp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Hilltop National Bank
Pacific Sun Financial Corp
Buttonwood Financial Advisors Inc.
Stillwater Capital Advisors, LLC
Sittner & Nelson, Llc
Bank of Jackson Hole Trust
rebel Financial LLC
Empower Advisory Group, LLC
Greenspring Advisors, LLC
Salem Investment Counselors Inc
Kennebec Savings Bank
Curated Wealth Partners LLC
Evergreen Capital Management Llc
Optima Capital Llc
Pinnacle Associates Ltd
United Financial Planning Group LLC
Hsbc Holdings Plc
Astra Wealth Partners LLC
LongView Wealth Management
Sequoia Financial Advisors, LLC
Compass Ion Advisors, LLC
Perfromance Wealth Partners, LLC
Equitable Holdings, Inc.
ProVise Management Group, LLC
Brady Martz Wealth Solutions, LLC
Pinnacle Wealth Management Advisory Group, LLC
Axxcess Wealth Management, Llc
Farmers & Merchants Trust Co of Chambersburg PA
Opes Wealth Management LLC
Valley Forge Investment Consultants Inc Adv
Your Advocates Ltd., LLP
RoundAngle Advisors LLC
First United Bank Trust/
RFG Advisory, LLC
Synergy Investment Management, LLC
Hallmark Capital Management Inc
Sofos Investments, Inc.
Strategic Family Wealth Counselors, L.L.C.
Asset Management Group, Inc.
Meridian Financial, LLC
Graetz Wealth LLC
Richards, Merrill & Peterson, Inc.
Sunrise Financial Services, LLC
McAdam, LLC
Warren Averett Asset Management, LLC
Willis Johnson & Associates, Inc.
Strategic Advisory Partners, Llc
Medallion Wealth Advisors, LLC
Schneider Downs Wealth Management Advisors, LP
OneAscent Financial Services LLC
General American Investors Co Inc
Kayne Anderson Rudnick Investment Management Llc
Steward Partners Investment Advisory, Llc
Quantinno Capital Management LP
Roxbury Financial LLC
First Citizens Bank & Trust Co
Fmr Llc
West Branch Capital LLC
SkyOak Wealth, LLC
Fortitude Family Office, LLC
Advisory Services Network, LLC
Brown Brothers Harriman & Co
Bailard, Inc.
FC Advisory LLC
Belpointe Asset Management LLC
Parcion Private Wealth LLC
Cooper Financial Group
Atomi Financial Group, Inc.
Principle Wealth Partners Llc
Synergy Financial Management, LLC
Financial Freedom, LLC
Gilman Hill Asset Management, LLC
Clark Asset Management, LLC
Evanson Asset Management, LLC
Evergreen Wealth Partners LLC
SYM FINANCIAL Corp
Thoroughbred Financial Services, Llc
Coastline Trust Co
Lowery Thomas, 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