SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF - Net Long/Short Value

Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
US ˙ ARCA ˙ US8085242019

SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF - Net Long/Short Value
Halaman ini menyediakan nilai bersih long/short untuk setiap kepemilikan institusional yang dilaporkan melalui pengajuan 13F atau NPORT. Untuk menghitung nilai bersih long/short, kami menambahkan nilai ekuitas ke nilai opsi beli (call option) dan mengurangi nilai opsi jual (put option). Dana yang melaporkan posisi short-borrowed akan melaporkan nilai ekuitas sebagai negatif. Posisi long bersih akan memiliki angka positif di kolom long/short bersih, dan posisi short bersih akan memiliki nilai negatif di kolom tersebut.
Pemilik Nilai Ekuitas
($1000)
Nilai Panggilan
($1000)
Masukkan Nilai
($1000)
Posisi Long/Short Bersih
($1000)
Pinkerton Retirement Specialists, LLC
Cherry Tree Wealth Management, LLC
Redwood Park Advisors LLC
Chicago Partners Investment Group LLC
Mcdonald Partners Llc
Vision Capital Management, Inc.
Transamerica Financial Advisors, Inc.
Lifeworks Advisors, LLC
SNS Financial Group, LLC
Green Harvest Asset Management LLC
Archer Investment Corp
Investor's Fiduciary Advisor Network, LLC
Krilogy Financial LLC
Harbor Investment Advisory, Llc
Cozad Asset Management Inc
Capital Investment Counsel, LLC
Eastern Bank
Ironwood Investment Counsel, LLC
Macroview Investment Management Llc
Lindbrook Capital, Llc
International Private Wealth Advisors LLC
Tilia Fiduciary Partners, Inc.
Guardian Wealth Advisors, Llc / Nc
Godsey & Gibb Associates
Choate Investment Advisors
Keystone Wealth Services, LLC
Hopwood Financial Services, Inc.
Nautilus Advisors LLC
Diversified Enterprises, LLC
Hollencrest Capital Management
Fort Point Capital Partners LLC
David Wealth Management LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Two Sigma Investments, Lp
Insigneo Advisory Services, Llc
Carter Financial Group, INC.
CAP Partners, LLC
Ballast Advisors Llc
Kcm Investment Advisors Llc
Jackson Creek Investment Advisors LLC
Revisor Wealth Management LLC
Calton & Associates, Inc.
Alliance Wealth Management Group
JFG Wealth Management, LLC
Ami Investment Management Inc
DAVENPORT & Co LLC
Integrity Financial Corp /WA
Geometric Wealth Advisors
Brookstone Capital Management
Wilkins Miller Wealth Management, LLC
Purkiss Capital Advisors LLC
Worth Asset Management, LLC
Smartleaf Asset Management LLC
Phocas Financial Corp.
Badgley Phelps Wealth Managers, LLC
Clarius Group, LLC
Traub Capital Management LLC
Peak Financial Management, Inc.
Lane & Associates LLC
Bridgewater Advisors Inc.
Ironwood Financial, llc
Bank Of America Corp /de/
St. Louis Trust Co
Mercer Global Advisors Inc /adv
Hemington Wealth Management
American Investment Services, Inc.
Johnson Financial Group, LLC
Kondo Wealth Advisors, Inc.
Costello Asset Management, INC
North Forty Two & Co.
Fiduciary Family Office, Llc
FSM Wealth Advisors, LLC
We Are One Seven, LLC
Huntington National Bank
Intrepid Capital Management Inc
Atticus Wealth Management, Llc
LongView Wealth Management
Uncommon Cents Investing LLC
Carmel Capital Partners, LLC
Sims Investment Management, Llc
Glass Jacobson Investment Advisors llc
Miracle Mile Advisors, LLC
Evanson Asset Management, LLC
IFP Advisors, Inc
Waddell & Associates, Llc
Valmark Advisers, Inc.
Athena Investment Management
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
Ring Mountain Capital, LLC
DDD Partners, LLC
Fortis Capital Advisors, LLC
Mitchell Sinkler & Starr/pa
Natixis Advisors, L.p.
BCS Wealth Management
Birchbrook, Inc.
Trellis Wealth Advisors LLC
Modera Wealth Management, LLC
Vertex Planning Partners, LLC
Jackson Hole Capital Partners, LLC
Richards, Merrill & Peterson, Inc.
Milestone Investment Advisors LLC
Better Money Decisions, LLC
Leisure Capital Management
Cresset Asset Management, LLC
Saxony Capital Management, LLC
SevenBridge Financial Group, LLC
SWYDX - SCHWAB CAPITAL TRUST - Schwab Target 2025 Index Fund
Brighton Jones Llc
Westmount Partners, LLC
Pinnacle Associates Ltd
Pflug Koory, LLC
Goepper Burkhardt LLC
Signal Advisors Wealth, LLC
SYM FINANCIAL Corp
AlphaCore Capital LLC
Stratos Wealth Advisors, LLC
Mission Creek Capital Partners, Inc.
DecisionPoint Financial, LLC
Empirical Asset Management, LLC
Capital City Trust Co/fl
Principal Financial Group Inc
Bellevue Asset Management, Llc
Savant Capital, LLC
Grimes & Company, Inc.
Stonebridge Financial Group, LLC
Keybank National Association/oh
Elite Life Management LLC
Embree Financial Group
Round Rock Advisors, LLC
Jfs Wealth Advisors, Llc
Hutchens & Kramer Investment Management Group, LLC
GAMMA Investing LLC
Index Fund Advisors, Inc.
Citizens National Bank Trust Department
Arcataur Capital Management LLC
Atlantic Edge Private Wealth Management, LLC
JSF Financial, LLC
Susquehanna International Group, Llp
Berkeley, Inc
Beacon Pointe Advisors, LLC
Landmark Wealth Management, LLC
Plante Moran Financial Advisors, LLC
Slow Capital, Inc.
Your Advocates Ltd., LLP
New Republic Capital, LLC
AlTi Global, Inc.
Welch Group, LLC
Patten & Patten Inc/tn
Victory Financial Group, Llc
Chatham Capital Group, Inc.
Rsm Us Wealth Management Llc
Everstar Asset Management, LLC
TFR Capital, LLC.
BOK Financial Private Wealth, Inc.
Builder Investment Group Inc /adv
GW&K Investment Management, LLC
Baltimore-Washington Financial Advisors, Inc.
Ignite Planners, LLC
Bulwark Capital Corp
McAdam, LLC
William Howard & Co Financial Advisors Inc
Raine Group LLC
Lathrop Investment Management Corp
Michels Family Financial, LLC
Pinnacle Wealth Planning Services, Inc.
Moser Wealth Advisors, LLC
Larson Financial Group LLC
Atlantic Trust, LLC
Williams & Novak, LLC
Traphagen Investment Advisors Llc
Enclave Advisors LLC
Clarity Capital Advisors, LLC
SWYJX - SCHWAB CAPITAL TRUST - Schwab Target 2055 Index Fund
Falcon Wealth Planning
Code Waechter LLC
J. L. Bainbridge & Co., Inc.
Riverview Capital Advisers, LLC
Qube Research & Technologies Ltd
OneAscent Financial Services LLC
Ariadne Wealth Management, LP
Pensionmark Financial Group, Llc
S.E.E.D. Planning Group LLC
Delta Asset Management Llc/tn
Watershed Private Wealth Llc
Consolidated Portfolio Review Corp
Fifth Third Securities, Inc.
Seneca Financial Advisors LLC
Plancorp, LLC
Guardian Financial Partners, LLC
Econ Financial Services Corp
Kohmann Bosshard Financial Services, LLC
Van Strum & Towne Inc.
Ashford Advisors, LLC
Avantax Advisory Services, Inc.
GHP Investment Advisors, Inc.
B & T Capital Management DBA Alpha Capital Management
NorthStar Asset Management LLC /NJ/
Equitable Holdings, Inc.
Bailard, Inc.
Affinity Capital Advisors, LLC
Leavell Investment Management, Inc.
Asset Allocation Strategies LLC
Integrated Advisors Network LLC
Brand Asset Management Group, Inc.
Siligmueller & Norvid Wealth Advisors LLC
White & Co Financial Planning Inc
CWA Asset Management Group, LLC
Dana Investment Advisors, Inc.
Glenmede Investment Management, LP
Rosenberg Matthew Hamilton
Kestra Private Wealth Services, Llc
Armbruster Capital Management, Inc.
Wedgewood Investors Inc /pa/
Evernest Financial Advisors, LLC
Dumont & Blake Investment Advisors Llc
Arcadia Investment Advisors Llc
Wedmont Private Capital
Texas Yale Capital Corp.
Financial Advisory Service, Inc.
National Asset Management, Inc.
Solstein Capital, LLC
Farther Finance Advisors, LLC
HB Wealth Management, LLC
Sharkey, Howes & Javer
Bellwether Advisors, LLC
Carr Financial Group Corp
Clark Asset Management, LLC
Hrc Wealth Management, Llc
Per Stirling Capital Management, LLC.
Thrivent Financial For Lutherans
Vise Technologies, Inc.
Elser Financial Planning, Inc
Capital Performance Advisors Llp
Paces Ferry Wealth Advisors, Llc
Laurel Wealth Advisors LLC
Vident Advisory, LLC
Beaird Harris Wealth Management, LLC
JustInvest LLC
Main Street Group, LTD
Verity & Verity, LLC
McGlone Suttner Wealth Management, Inc.
Garde Capital, Inc.
Hudock, Inc.
Diversify Advisory Services, LLC
Ieq Capital, Llc
IAG Wealth Partners, LLC
Ronald Blue Trust, Inc.
Meridian Wealth Management, LLC
Westside Investment Management, Inc.
Zacks Investment Management
SP Asset Management LLC
Pegasus Asset Management, Inc.
MTM Investment Management, LLC
Vista Wealth Management Group, LLC
Guardian Wealth Advisors, LLC
Gts Securities Llc
Evolution Wealth Management Inc.
Towercrest Capital Management
Legacy Bridge, LLC
Private Advisor Group, LLC
Firestone Capital Management
Gables Capital Management Inc.
Modus Advisors, LLC
Red Door Wealth Management, LLC
Papp L Roy & Associates
Clear Investment Research, Llc
Opus Capital Group, LLC
Stephens Consulting, LLC
Motive Wealth Advisors
Lesa Sroufe & Co
Poehling Capital Management, LLC
Warwick Investment Management, Inc.
Gainplan LLC
Main Street Research LLC
Destination Wealth Management
Wade Financial Advisory, Inc
Strategic Family Wealth Counselors, L.L.C.
Tortoise Investment Management, LLC
Red Tortoise LLC
Atria Wealth Solutions, Inc.
Serenus Wealth Advisors, LLC
Milestone Asset Management Group, LLC
Alpha Cubed Investments, LLC
Accurate Wealth Management, LLC
Black Diamond Financial, LLC
Stony Point Wealth Management Inc.
Marcum Wealth, LLC
Sei Investments Co
Advisors Management Group Inc /adv
Capital Advantage, Inc.
Massmutual Trust Co Fsb/adv
Principal Securities, Inc.
Mattern Wealth Management LLC
Vanguard Capital Wealth Advisors
Janus Henderson Group Plc
Heritage Wealth Advisors
Hazlett, Burt & Watson, Inc.
RMR Wealth Builders
RMB Capital Management, LLC
Abound Wealth Management
Advisor Group Holdings, Inc.
Tactive Advisors, LLC
MeadowBrook Investment Advisors LLC
Bigelow Investment Advisors, LLC
Harbor Asset Planning, Inc.
Apollon Wealth Management, LLC
Townsquare Capital Llc
Stephens Inc /ar/
WealthPLAN Partners, LLC
Balentine LLC
Sensible Financial Planning & Management, LLC.
Fifth Third Bancorp
RAM Investment Partners, LLC
First County Bank /CT/
High Note Wealth, LLC
Red Cedar Investment Management, Llc
Cabot Wealth Management Inc
Leo Wealth, LLC
Mml Investors Services, Llc
Kathmere Capital Management, LLC
Cm Wealth Advisors Llc
Edgestream Partners, L.P.
Anchor Investment Management, LLC
J.w. Cole Advisors, Inc.
New England Private Wealth Advisors LLC
Compass Capital Corp /ma/ /adv
Bangor Savings Bank
Palouse Capital Management, Inc.
SWYFX - SCHWAB CAPITAL TRUST - Schwab Target 2035 Index Fund
Patriot Investment Management Inc.
Shaker Investments Llc/oh
Cura Wealth Advisors, Llc
Phil A. Younker & Associates, Ltd.
Truepoint, Inc.
Associated Banc-corp
Rockefeller Capital Management L.P.
John W. Brooker & Co., CPAs
Gill Capital Partners, Llc
Global Retirement Partners, LLC
Ballast, Inc.
UBS Group AG
Tudor Investment Corp Et Al
Financial Advisory Corp /ut/ /adv
Fairvoy Private Wealth, LLC
American Financial Advisors, LLC
Horst & Graben Wealth Management LLC
Cynosure Management, Llc
Buffington Mohr McNeal
City Center Advisors, LLC
Alesco Advisors Llc
Accredited Investors Inc.
Tiemann Investment Advisors, Llc
Madden Advisory Services, Inc.
DiMeo Schneider & Associates, L.L.C.
BlackRock, Inc.
Global Wealth Strategies & Associates
HighTower Advisors, LLC
Heritage Financial Services, LLC
Paradigm Financial Partners, Llc
Benjamin Edwards Inc
Moseley Investment Management Inc
Capital Advisors Inc/ok
Triangle Securities Wealth Management
Armor Investment Advisors, LLC
Wealth Group Ltd
Financial Designs Corp
Financial Perspectives, Inc
Quotient Wealth Partners, LLC
Merit Financial Group, LLC
My Purposeful Wealth Corp.
Strategic Investment Solutions, Inc. /IL
Clarity Financial LLC
First Financial Bankshares Inc
Elgethun Capital Management
Hurlow Wealth Management Group, Inc.
Renaissance Technologies Llc
Aptus Capital Advisors, LLC
Cassaday & Co Wealth Management LLC
Bank Of Montreal /can/
FC Advisory LLC
SILVER OAK SECURITIES, Inc
Up Strategic Wealth Investment Advisors Llc
Grant/GrossMendelsohn, LLC
Nicholas Hoffman & Company, LLC.
Outfitter Financial LLC
CVA Family Office, LLC
Great Valley Advisor Group, Inc.
Hardin Capital Partners, LLC
Nottingham Advisors, Inc.
PFG Investments, LLC
Secure Asset Management, LLC
Single Point Partners, LLC
Syon Capital Llc
Retirement Guys Formula Llc
Safeguard Financial, LLC
TCG Advisory Services, LLC
Signal Tree Financial Partners Llc
Salem Investment Counselors Inc
McIlrath & Eck, LLC
Beacon Financial Group
Leading Edge Financial Planning LLC
Attessa Capital LLC
JDM Financial Group LLC
Salomon & Ludwin, LLC
Wood Tarver Financial Group, LLC
BRYN MAWR TRUST Co
Mayfair Advisory Group, LLC
Arlington Financial Advisors, LLC
Pathway Financial Advisors LLC
Contravisory Investment Management, Inc.
AE Wealth Management LLC
Parkside Financial Bank & Trust
Jones Financial Companies Lllp
Joseph P. Lucia & Associates, LLC
Aspire Growth Partners LLC
Delta Financial Group, Inc.
Intrua Financial, LLC
TrueWealth Advisors, LLC
Holderness Investments Co
Legacy Financial Group, Inc.
Cardinal Point Capital Management, ULC
Oldfather Financial Services, LLC
Retirement Planning Group
Jefferies Financial Group Inc.
Provident Wealth Management, LLC
CWC Advisors, LLC.
Cornerstone Wealth Advisors, Inc.
Pure Financial Advisors, Inc.
FIDELIS iM, LLC
Bartlett & Co. Wealth Management Llc
GPSTX - GPS Funds II - GuidePath(R) Growth Allocation Fund Service Shares
Capital Wealth Planning, LLC
Oxford Financial Group Ltd
AdvisorNet Financial, Inc
Avantax Planning Partners, Inc.
Hm Payson & Co
BlueSky Wealth Advisors, LLC
Naples Global Advisors, Llc
Wbh Advisory Inc
Manchester Financial Inc
Ausdal Financial Partners, Inc.
Truist Financial Corp
Commonwealth Equity Services, Llc
Fund Evaluation Group, LLC
Carolina Wealth Advisors, LLC
Foster Victor Wealth Advisors, LLC
Sheaff Brock Investment Advisors, LLC
Prospera Financial Services Inc
Ameritas Investment Partners, Inc.
First Manhattan Co
Brucke Financial, Inc.
Penobscot Wealth Management
Ferguson Wellman Capital Management, Inc
Acropolis Investment Management, LLC
Capital Investment Advisors, LLC
Wiley Bros.-aintree Capital, Llc
Prestige Wealth Management Group LLC
D.a. Davidson & Co.
Webster Bank, N. A.
Evoke Wealth, Llc
GenWealth Group, Inc.
Sage Financial Group Inc
Shira Ridge Wealth Management
Northwestern Mutual Wealth Management Co
City State Bank
Phillips Financial Management, Llc
Valley National Advisers Inc
Pin Oak Investment Advisors Inc
Heartwood Wealth Advisors LLC
Mainstay Capital Management Llc /adv
Mather Group, Llc.
Johnson Financial Group, Inc.
Dravo Bay Llc
Cornerstone Planning Group LLC
Rice Partnership, LLC
Capital Management Associates, Inc
Harbor Group, Inc.
TCI Wealth Advisors, Inc.
Acas, Llc
Fortitude Advisory Group L.L.C.
Sonora Investment Management Group, LLC
Foundations Investment Advisors, LLC
Wealthcare Capital Management Llc
Cutler Investment Counsel Llc
Tanglewood Wealth Management, Inc.
Founders Financial Securities Llc
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund
Rockwood Wealth Management, LLC
Charles Schwab Trust Co
Verus Capital Partners, Llc
Kingsview Wealth Management, LLC
Rockbridge Investment Management, LCC
Regal Investment Advisors LLC
FSA Wealth Management LLC
Abacus Planning Group, Inc.
Clear Creek Financial Management, LLC
Glenmede Trust Co Na
Aspen Capital Management, LLC
Team Financial Group, LLC
Kingswood Wealth Advisors, Llc
Cornerstone Planning, LLC
Greenwood Gearhart Inc
Bouchey Financial Group Ltd
Revolve Wealth Partners, LLC
Sheets Smith Wealth Management
Compass Planning Associates Inc
Voisard Asset Management Group, Inc.
Van Cleef Asset Management,Inc
Bokf, Na
Pinnacle Family Advisors, LLC
BCJ Capital Management, LLC
Haven Private, LLC
Blue Bell Private Wealth Management, Llc
Western Wealth Management, LLC
Legacy Wealth Management, Inc
Financial Advisory Corp
North Star Investment Management Corp.
Diversified Investment Strategies, LLC
Curbstone Financial Management Corp
GPM Growth Investors, Inc.
Fort Vancouver Investment Management, LLC
Fragasso Group Inc.
Capital Investment Advisory Services, LLC
Park Capital Management, LLC / WI
Empower Advisory Group, LLC
Parsons Capital Management Inc/ri
Summit Financial Strategies, Inc.
Ccg Wealth Management, Llc
CacheTech Inc.
Baird Financial Group, Inc.
Lincoln Capital Corp
Future Financial Wealth Managment LLC
Standpoint Asset Management, LLC
Prosperity Wealth Management, Inc.
Sage Mountain Advisors LLC
Shelton Wealth Management, Llc
Powers Advisory Group, LLC
Coldstream Capital Management Inc
Aspiriant, Llc
Praetorian Wealth Management, Inc.
TD Waterhouse Canada Inc.
Lafayette Investments, Inc.
DB Fitzpatrick & Co, Inc
POM Investment Strategies, LLC
Mutual Advisors, LLC
Lowe Wealth Advisors, LLC
Mosaic Family Wealth Partners, Llc
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
Sierra Ocean, Llc
Kestra Advisory Services, LLC
Hartland & Co., LLC
Ascent Group, LLC
Napatree Capital Llc
BKD Wealth Advisors, LLC
Cross Staff Investments Inc
Wells Fargo & Company/mn
Zhang Financial LLC
Global Endowment Management, LP
Capital A Wealth Management, LLC
Barnes Dennig Private Wealth Management LLC
Horrell Capital Management, Inc.
Cornerstone Advisors Asset Management, Inc
True North Advisors, LLC
Avenue 1 Advisors, LLC
REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class
Twele Capital Management, Inc.
IHT Wealth Management, LLC
Betterment LLC
CBIZ Investment Advisory Services, LLC
Marshall Financial Group Inc /adv
Morton Capital Management LLC/CA
Lowery Thomas, Llc
Successful Portfolios LLC
Pandora Wealth, Inc.
Gordian Advisors LLC
Armstrong Advisory Group, Inc
Means Investment Co., Inc.
Independent Advisor Alliance
Daymark Wealth Partners, Llc
Rollins Financial Advisors, LLC
Apriem Advisors
SWYNX - SCHWAB CAPITAL TRUST - Schwab Target 2060 Index Fund
Summit Financial, LLC
Citadel Advisors Llc
Morris Financial Concepts, Inc.
Savvy Advisors, Inc.
Sebold Capital Management, Inc.
Fisher Asset Management, LLC
Founders Financial Alliance, LLC
Wealth Enhancement Advisory Services, Llc
Appleton Partners Inc/ma
Northeast Financial Consultants Inc
Farmers & Merchants Investments Inc
Mogy Joel R Investment Counsel Inc
Legacy Private Trust Co.
Ethos Financial Group, LLC
Bull Oak Capital, LLC
Gradient Capital Advisors, LLC
Redhawk Wealth Advisors, Inc.
Bright Financial Advisors, Inc.
Summit Trail Advisors, Llc
Tsfg, Llc
SJA Financial Advisory, LLC
Capital Wealth Alliance, LLC
Ewa, Llc
Vista Private Wealth Partners. LLC
GK Wealth Management LLC
Gladstone Institutional Advisory LLC
Droms Strauss Advisors Inc /mo/ /adv
NFP Retirement, Inc.
XML Financial, LLC
Angeles Wealth Management, Llc
Us Bancorp \de\
Neuberger Berman Group LLC
Crux Wealth Advisors
Qrg Capital Management, Inc.
Private Capital Management Llc
Sentinel Pension Advisors Inc
Manning & Napier Advisors Llc
Goldstein Advisors, LLC
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
Annex Advisory Services, LLC
EverSource Wealth Advisors, LLC
SeaBridge Investment Advisors LLC
Concord Wealth Partners
Freestone Capital Holdings, LLC
Retirement Income Solutions, Inc
SCS Capital Management LLC
SWYBX - SCHWAB CAPITAL TRUST - Schwab Target 2015 Index Fund
Tidemark, LLC
James J. Burns & Company, LLC
Regimen Wealth, Llc
Robbins Farley Llc
FSA Advisors, Inc.
Diversified Trust Co
Delta Investment Management, LLC
Peterson Wealth Management
Envestnet Asset Management Inc
Briaud Financial Planning, Inc
Yukon Wealth Management, Inc.
UNIVEST FINANCIAL Corp
MKT Advisors LLC
Pasadena Private Wealth, LLC
Granite Bay Wealth Management, LLC
United Advisor Group, LLC
VERITY Wealth Advisors
Williams Jones Wealth Management, LLC.
Pnc Financial Services Group, Inc.
Klingenstein Fields & Co Lp
Maia Wealth LLC
MorganRosel Wealth Management, LLC
Whipplewood Advisors, LLC
Pineridge Advisors LLC
Evolution Advisers, Inc.
Camden Capital, LLC
HighMark Wealth Management LLC
Patrick M Sweeney & Associates, Inc
Aqr Capital Management Llc
Cypress Financial Planning Llc
Floyd Financial Group Llc
Ellenbecker Investment Group
Greenleaf Trust
Vishria Bird Financial Group, LLC
Crestmont Private Wealth LLC
Oppenheimer & Co Inc
Verum Partners LLC
SWYHX - SCHWAB CAPITAL TRUST - Schwab Target 2045 Index Fund
Buckingham Strategic Partners
Flower City Capital
Park Place Capital Corp
Accredited Wealth Management, LLC
Balboa Wealth Partners
Altfest L J & Co Inc
Seaside Wealth Management, Inc.
Stewardship Advisors, LLC
Southeast Asset Advisors Inc.
Thoroughbred Financial Services, Llc
Ancora Advisors, LLC
Park Avenue Securities Llc
FSA Investment Group, LLC
Joel Isaacson & Co., LLC
Orgel Wealth Management, LLC
Rossby Financial, LCC
Clearwater Capital Advisors, LLC
Orion Portfolio Solutions, LLC
Westbourne Investments, Inc.
R. W. Roge & Company, Inc.
SageView Advisory Group, LLC
Bank of New York Mellon Corp
Jpmorgan Chase & Co
Federation des caisses Desjardins du Quebec
Fagan Associates, Inc.
Smith, Salley & Associates
Private Wealth Management Group, LLC
Goldman Sachs Group Inc
Arlington Trust Co LLC
Sterling Investment Advisors, Ltd.
Pillar Financial Advisors, LLC
SWG1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Growth Portfolio
Minichmacgregor Wealth Management, Llc
Focus Financial Network, Inc.
ARS Wealth Advisors Group, LLC
NewSquare Capital LLC
Bernardo Wealth Planning LLC
Dynamic Advisor Solutions LLC
VanderPol Investments L.L.C.
Vivaldi Capital Management, LLC
Koshinski Asset Management, Inc.
Everhart Financial Group, Inc.
Penney Financial, LLC
Plum Street Advisors, LLC
Centaurus Financial, Inc.
Graney & King, LLC
Creative Financial Designs Inc /adv
Td Private Client Wealth Llc
Blueprint Investment Partners LLC
Delap Wealth Advisory, Llc
Murphy & Mullick Capital Management Corp
Asset Planning Services Inc /la/ /adv
Pacifica Partners Inc.
Inlight Wealth Management, LLC
West Oak Capital, LLC
Morton Brown Family Wealth, LLC
Evergreen Capital Management Llc
Sax Wealth Advisors, Llc
Certior Financial Group, Llc
Breakthru Advisory Services, Llc
MBL Wealth, LLC
Tradition Wealth Management, LLC
Transform Wealth, LLC
Missouri Trust & Investment Co
Front Row Advisors LLC
Stifel Financial Corp
Access Financial Services, Inc.
Arbor Trust Wealth Advisors, Llc
Perigon Wealth Management, LLC
Grantvest Financial Group LLC
Wagner Wealth Management, Llc
Rf&l Wealth Management, Llc
Wbi Investments, Inc.
GeoWealth Management, LLC
Peak Asset Management, LLC
Colony Group, LLC
Aull & Monroe Investment Management Corp
N.E.W. Advisory Services LLC
Asset Dedication, LLC
Stordahl Capital Management, Inc.
Koesten, Hirschmann & Crabtree, INC.
Northwest Quadrant Wealth Management, LLC
Ifrah Financial Services, Inc.
Clearview Wealth Advisors LLC
M3 Advisory Group, LLC
Cary Street Partners Financial Llc
WPG Advisers, LLC
Family Management Corp
CIBC Private Wealth Group, LLC
Moneywise, Inc.
Cathy Pareto & Associates, Inc
Nicollet Investment Management, Inc.
Sovereign Financial Group, Inc.
Promus Capital, LLC
Rialto Wealth Management, LLC
Waterloo Capital, L.P.
Newman Dignan & Sheerar, Inc.
25 Llc
Ulland Investment Advisors, LLC
Van Den Berg Management I, Inc
Gibson Capital, LLC
Park Edge Advisors, LLC
Accent Capital Management, LLC
Northeast Financial Group, Inc.
Thrive Wealth Management, LLC
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio
Aspiring Ventures, LLC
Strategic Planning Group, Llc
Jacobi Capital Management LLC
Lee Financial Co
Capital Investment Services of America, Inc.
Stone Point Wealth LLC
Financial Management Network Inc
Crescent Sterling, Ltd.
CAPROCK Group, Inc.
Cornerstone Wealth Group, LLC
Petra Financial Advisors Inc
RTD Financial Advisors, Inc.
Steward Partners Investment Advisory, Llc
Creekside Partners
Values Added Financial LLC
Northern Trust Corp
Heritage Trust Co
Sage Financial Management Group, Inc.
Jane Street Group, Llc
Facet Wealth, Inc.
Tower View Investment Management & Research LLC
Resources Investment Advisors, LLC.
SigFig Wealth Management, LLC
Schoolcraft Capital LLC
Carret Asset Management, Llc
Providence First Trust Co
M&t Bank Corp
Fortem Financial Group, Llc
Cahill Financial Advisors Inc
Cambridge Advisors Inc.
Passive Capital Management, LLC.
Asset Management Group, Inc.
Next Capital Management LLC
High Net Worth Advisory Group LLC
Tradewinds Capital Management, LLC
Kiley Juergens Wealth Management, Llc
Capital Analysts, Inc.
Ritholtz Wealth Management
Consolidated Planning Corp
Essex Savings Bank
Valeo Financial Advisors, LLC
Sunbelt Securities, Inc.
Farmers Trust Co
CFO4Life Group, LLC
Avidian Wealth Solutions, LLC
Continuum Advisory, LLC
Taddei, Ludwig & Associates, Inc.
Claro Advisors LLC
Fairman Group, LLC
Smith Anglin Financial, LLC
Iron Horse Wealth Management, LLC
Kiker Wealth Management, LLC
Coppell Advisory Solutions LLC
Leverty Financial Group, LLC
Trust Co Of Vermont
DiNuzzo Private Wealth, Inc.
MBA Advisors LLC
Cypress Capital Management LLC (WY)
Hengehold Capital Management Llc
Klingman & Associates, LLC
Gpwm Llc
Capstone Financial Advisors, Inc.
UMA Financial Services, Inc.
Rehmann Capital Advisory Group
Accel Wealth Management
Fulton Breakefield Broenniman Llc
Lawson Kroeker Investment Management Inc/ne
GoalVest Advisory LLC
Cape Investment Advisory, Inc.
Creative Planning
Howard Capital Management Group, LLC
Seacrest Wealth Management, Llc
Ptm Wealth Management, Llc
Brown Advisory Inc
Sand Hill Global Advisors, LLC
MAI Capital Management
Bogart Wealth, LLC
Royal Bank Of Canada
Fusion Capital, LLC
Financial Gravity Companies, Inc.
Atria Investments Llc
Kingstone Capital Partners Texas, LLC
Sentinus, LLC
HHM Wealth Advisors, LLC
MEMBERS Trust Co
Tableaux Llc
Evercore Wealth Management, LLC
Bristlecone Advisors, LLC
Paladin Wealth, LLC
NorthRock Partners, LLC
Change Path, LLC
IFG Advisory, LLC
Rothschild Investment Llc
Aurora Private Wealth, Inc.
Tyler-Stone Wealth Management
Marietta Investment Partners Llc
Total Investment Management Inc
Concurrent Investment Advisors, LLC
Covington Investment Advisors Inc.
Nbc Securities, Inc.
Nations Financial Group Inc, /ia/ /adv
Beacon Capital Management, LLC
Cypress Wealth Services, LLC
Roble, Belko & Company, Inc
NWK Group, Inc.
Snowden Capital Advisors LLC
Connecticut Wealth Management, LLC
BIP Wealth, LLC
Berger Financial Group, Inc
C M Bidwell & Associates Ltd
Gleason Group, Inc.
Financial Life Advisors
Aspen Investment Management Inc
SJS Investment Consulting Inc.
Parallel Advisors, LLC
Presidio Capital Management, LLC
Pure Portfolios Holdings Llc
Waldron Private Wealth LLC
Robinson Smith Wealth Advisors Llc
Tritonpoint Wealth, Llc
Meridian Wealth Partners, LLC
Oppenheimer Asset Management Inc.
Townsend Asset Management Corp /nc/ /adv
Exchange Traded Concepts, Llc
Dakota Wealth Management
Lbmc Investment Advisors, Llc
Gradient Investments LLC
Almanack Investment Partners, LLC.
Francis Financial, Inc.
Paulson Wealth Management Inc.
Montis Financial, LLC
Brinker Capital Investments, LLC
Hexagon Capital Partners LLC
Elmwood Wealth Management, Inc.
Lutz Financial Services LLC
Golden State Wealth Management, LLC
American Capital Advisory, LLC
Resurgent Financial Advisors LLC
Davis Capital Management
Weaver Capital Management LLC
Market Street Wealth Management Advisors Llc
HBK Sorce Advisory LLC
Congress Wealth Management LLC / DE /
Aprio Wealth Management, LLC
Sound View Wealth Advisors Group, LLC
My Legacy Advisors, LLC
Halbert Hargrove Global Advisors, Llc
Adams Wealth Management
Fwl Investment Management, Llc
Wealthbridge Capital Management, Llc
KC Investment Advisors, LLC
Shakespeare Wealth Management, Inc.
SWYLX - SCHWAB CAPITAL TRUST - Schwab Target 2020 Index Fund
Steel Peak Wealth Management LLC
Operose Advisors LLC
CRA Financial Services, LLC
Lighthouse Wealth Management Inc.
Cadent Capital Advisors, LLC
Valtinson Bruner Financial Planning LLC
Putnam Fl Investment Management Co
Bennett Selby Investments Lp
Montag A & Associates Inc
AssuredPartners Investment Advisors, LLC
Harbour Investment Management Llc
Sandy Spring Bank
Clarity Wealth Advisors, LLC
Beacon Wealthcare LLC
Frazier Financial Advisors, LLC
Sovran Advisors, LLC
Mission Wealth Management, Lp
Dagco, Inc.
Bridge Generations Wealth Management Llc
Triad Wealth Partners, LLC
Cardiff Park Advisors, Llc
Fortis Capital Management LLC
Titleist Asset Management, Llc
Strategic Wealth Partners, Ltd.
TPG Advisors LLC
Modern Wealth Management, LLC
Parkside Advisors LLC
Forum Financial Management, LP
Bernard Wealth Management Corp.
Noble Family Wealth, LLC
Pinnacle Bancorp, Inc.
RKL Wealth Management LLC
Advisory Alpha, LLC
Consilium Wealth Advisory, LLC
Evermay Wealth Management Llc
Lee Danner & Bass Inc
WealthPlan Investment Management, LLC
Kathleen S. Wright Associates Inc.
Virtue Capital Management, LLC
BOS Asset Management, LLC
LifeSteps Financial, Inc.
One Wealth Capital Management, Llc
Kavar Capital Partners Group, Llc
Oak Harbor Wealth Partners, Llc
Sequoia Financial Advisors, LLC
Spreng Capital Management, Inc.
Spire Wealth Management
Ahl Investment Management, Inc.
Gs Investments, Inc.
Smithfield Trust Co
Quartz Partners, LLC
Steele Capital Management, Inc.
Sierra Summit Advisors Llc
CGC Financial Services, LLC
Blackhawk Capital Partners LLC.
Davidson Trust Co
Meridian Investment Counsel Inc.
Everest Management Corp.
GWM Advisors LLC
Moisand Fitzgerald Tamayo, LLC
Adviser Investments LLC
Martel Wealth Advisors Inc
Csenge Advisory Group
Mariner, LLC
Root Financial Partners, LLC
RIA Advisory Group LLC
Peterson Wealth Advisors, LLC
Ameriflex Group, Inc.
ProVise Management Group, LLC
Tiaa Trust, National Association
Hartline Investment Corp/
Capasso Planning Partners LLC
Motco
FinDec Wealth Services, Inc.
HFM Investment Advisors, LLC
Compass Advisory Group LLC
Brown, Lisle/cummings, Inc.
Prudent Man Investment Management, Inc.
CI Private Wealth, LLC
TCTC Holdings, LLC
MCF Advisors LLC
Wolff Wiese Magana Llc
First Horizon Advisors, Inc.
Castle Wealth Management Llc
Financial Synergies Wealth Advisors, Inc.
Cerity Partners LLC
JMG Financial Group, Ltd.
Bedel Financial Consulting, Inc.
Nwam Llc
Courage Miller Partners, LLC
Simon Quick Advisors, Llc
Citigroup Inc
Northern Financial Advisors Inc
Peapack Gladstone Financial Corp
Santori & Peters, Inc.
Luminist Capital LLC
Procyon Private Wealth Partners, LLC
Advisors Capital Management, LLC
Riversedge Advisors, Llc
Venture Visionary Partners LLC
Cascade Financial Partners, LLC
Painted Porch Advisors LLC
Pacific Capital Wealth Advisors, Inc
Family Investment Center, Inc.
Brown Brothers Harriman & Co
Sowell Financial Services LLC
Ark & Tlk Investments, Llc
Investors Research Corp
Ameritas Advisory Services, LLC
U S Wealth Group, Llc.
Seven Springs Wealth Group, LLC
Landmark Wealth Management, Inc.
Sigma Planning Corp
Vermillion Wealth Management, Inc.
Cooper/haims Advisors, Llc
Pinnacle Financial Partners Inc
Cottage Street Advisors LLC
Tobias Financial Advisors, Inc.
TruNorth Capital Management, LLC
LifePlan Financial, LLC
Farnam Financial LLC
Beaumont Financial Advisors, LLC
SOUTH STATE Corp
GSB Wealth Management, LLC
BSW Wealth Partners
Matrix Trust Co
Omega Financial Group, LLC
Foster Group, Inc.
Clear Point Advisors Inc.
Nbt Bank N A /ny
Financial Advocates Investment Management
Raymond James Financial Inc
Warren Averett Asset Management, LLC
Vantage Financial Partners, LLC
Cobblestone Capital Advisors Llc /ny/
Winthrop Capital Management, LLC
Family Legacy Financial Solutions, LLC
Wetherby Asset Management Inc
Seros Financial, LLC
Belpointe Asset Management LLC
Balance Wealth, LLC
Highland Capital Management, Llc
Transcend Wealth Collective, Llc
Mkd Wealth Coaches, Llc
Bowman & Co S.C.
Keyvantage Wealth, Llc
Sittner & Nelson, Llc
Aviance Capital Partners, LLC
Roof Eidam & Maycock/adv
Gw Henssler & Associates Ltd
Walker Financial Services, Inc.
Kovitz Investment Group Partners, LLC
Captrust Financial Advisors
Farrell Financial LLC
ORG Partners LLC
Narwhal Capital Management
FineMark National Bank & Trust
Berkshire Asset Management Llc/pa
Madison Wealth Partners, Inc
Valued Wealth Advisors LLC
Valley Forge Investment Consultants Inc Adv
Relyea Zuckerberg Hanson LLC
Robertson Stephens Wealth Management, LLC
MADDEN SECURITIES Corp
Clayton Financial Group LLC
Dunhill Financial, LLC
Curio Wealth, Llc
Amara Financial, Llc.
ERn Financial, LLC
Disciplined Investors, L.L.C.
Pennsylvania Capital Management Inc /adv
Panoramic Investment Advisors, Llc
Avant Capital LLC
Walkner Condon Financial Advisors LLC
Aspect Partners, LLC
Garrett Investment Advisors LLC
Zrc Wealth Management, Llc
Diversified Portfolios, Inc.
Midwest Trust Co
Crewe Advisors LLC
Emerald Investment Partners, Llc
O'shaughnessy Asset Management, Llc
Independent Wealth Network Inc.
Centennial Wealth Advisory LLC
Cheviot Value Management, LLC
Morling Financial Advisors, LLC
IMA Wealth, Inc.
Sawgrass Asset Management Llc
Gerber Kawasaki Wealth & Investment Management
Austin Wealth Management, LLC
Friedenthal Financial
Financial Engines Advisors L.L.C.
Versant Capital Management, Inc
Orcam Financial Group
Integrated Wealth Concepts LLC
Berkshire Money Management, Inc.
Koss-Olinger Consulting, LLC
DHJJ Financial Advisors, Ltd.
Newbridge Financial Services Group, Inc.
Romano Brothers And Company
Weik Capital Management
Oliver Lagore Vanvalin Investment Group
Summit Place Financial Advisors, LLC
Pathstone Holdings, LLC
Orion Capital Management LLC
SWYGX - SCHWAB CAPITAL TRUST - Schwab Target 2040 Index Fund
Obermeyer Wood Investment Counsel, Lllp
Christensen, King & Associates Investment Services, Inc.
Callan Capital, LLC
Foguth Wealth Management, LLC.
GPS Wealth Strategies Group, LLC
Exchange Capital Management, Inc.
Financial Consulate, Inc
Quest 10 Wealth Builders, Inc.
Sherwood Financial Partners, LLC
Riverpoint Wealth Management Holdings, LLC
North Star Asset Management Inc
Lazard Asset Management Llc
CENTRAL TRUST Co
Pittenger & Anderson Inc
Allen Capital Group, LLC
Black Swift Group, LLC
Mason & Associates, LLC
HCR Wealth Advisors
Rede Wealth, LLC
Coston, McIsaac & Partners
Carnegie Capital Asset Management, LLC
Janney Montgomery Scott LLC
Northwest Capital Management Inc
Fairway Wealth LLC
Colton Groome Financial Advisors, Llc
Mengis Capital Management, Inc.
Commerce Bank
Soltis Investment Advisors LLC
Avion Wealth
Ogorek Anthony Joseph /ny/ /adv
S.A. Mason LLC
SRS Capital Advisors, Inc.
Valicenti Advisory Services Inc
AMG National Trust Bank
Tower Research Capital LLC (TRC)
Ironwood Wealth Management, LLC.
Skopos Labs, Inc.
Johnson Investment Counsel Inc
Russell Investments Group, Ltd.
Advisory Services Network, LLC
Alpha Omega Wealth Management LLC
GEM Asset Management, LLC
Whittier Trust Co Of Nevada Inc
SWYAX - SCHWAB CAPITAL TRUST - Schwab Target 2010 Index Fund
Harbour Investments, Inc.
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
Bordeaux Wealth Advisors LLC
Money Concepts Capital Corp
NewEdge Wealth, LLC
Sigma Investment Counselors Inc
Alley Investment Management Company, LLC
Curtis Advisory Group, LLC
Summit Asset Management, LLC
Human Investing LLC
Crews Bank & Trust
Greykasell Wealth Strategies, Inc.
Somerset Group LLC
Mitchell Capital Management Co
Element Wealth, LLC
Signaturefd, Llc
Assetmark, Inc
Collective Family Office Llc
North Ridge Wealth Advisors, Inc.
West Paces Advisors Inc.
Main Street Financial Solutions, LLC
Brio Consultants, LLC
Stockman Wealth Management, Inc.
Comerica Bank
Investment Planning Advisors, Inc.
AlphaQ Advisors LLC
Capital Planning LLC
Kelman-Lazarov, Inc.
Baker Avenue Asset Management, LP
CoreCap Advisors, LLC
Joule Financial, LLC
Oakworth Capital, Inc.
Quadrant Private Wealth Management, LLC
Oakwell Private Wealth Management, LLC
Jaffetilchin Investment Partners, LLC
Financial Management Professionals, Inc.
Wealthspire Advisors, LLC
Guyasuta Investment Advisors Inc
Bradley Foster & Sargent Inc/ct
BlackDiamond Wealth Management Inc.
Hantz Financial Services, Inc.
Burk Holdings LLC
Sound Income Strategies, LLC
Callan Family Office, LLC
BEAM Asset Management, LLC
Ritter Daniher Financial Advisory LLC / DE
Olistico Wealth, LLC
GEN Financial Management, INC.
Grant Street Asset Management, Inc.
Symphony Financial, Ltd. Co.
RFG Advisory, LLC
Lowe Brockenbrough & Co Inc
Pettyjohn, Wood & White, Inc
Condor Capital Management
TRUE Private Wealth Advisors
Quantinno Capital Management LP
Brass Tax Wealth Management, Inc
Atomi Financial Group, Inc.
Binnacle Investments Inc
Vanguard Group Inc
Legend Financial Advisors, Inc.
Eagle Capital Management, LLC
Forte Capital Llc /adv
Financial Advisors, LLC
Segment Wealth Management, LLC
Mayport, Llc
Catalyst Financial Partners Llc
Good Life Advisors, LLC
Jacobsen Capital Management
Beacon Investment Advisory Services, Inc.
National Wealth Management Group, LLC
Cambridge Investment Research Advisors, Inc.
Apella Capital, LLC
Novare Capital Management Llc
AA Financial Advisors, LLC
McKinley Carter Wealth Services, Inc.
Burt Wealth Advisors
Breakwater Investment Management
Boyd Wealth Management, LLC
ETF Store, Inc.
Keener Financial Planning LLC
Smith, Moore & Co.
Roundview Capital LLC
Wiser Advisor Group LLC
Heritage Investment Group, Inc.
Trinity Legacy Partners, LLC
Eley Financial Management, Inc
SWS Partners
Penobscot Investment Management Company, Inc.
Victrix Investment Advisors
Tenret Co LLC
FF Advisors,LLC
Trust Co
Arkadios Wealth Advisors
Smallwood Wealth Investment Management, LLC
Hrt Financial Lp
Lido Advisors, LLC
Muirfield Wealth Advisors Llc
Clark Capital Management Group, Inc.
May Barnhard Investments LLC
Oarsman Capital, Inc.
Key FInancial Inc
Westshore Wealth, LLC
Tempus Wealth Planning, LLC
Allworth Financial LP
Essex LLC
Fpc Investment Advisory, Inc.
Fiduciary Alliance LLC
Kilter Group LLC
LexAurum Advisors, LLC
Bfsg, Llc
SWYOX - SCHWAB CAPITAL TRUST - Schwab Target 2065 Index Fund
Cliftonlarsonallen Wealth Advisors, Llc
MONECO Advisors, LLC
Vernal Point Advisors, LLC
Colorado Capital Management, Inc.
Brown Wealth Management, Llc
Sonoma Private Wealth LLC
First Trust Advisors Lp
Hamilton Point Investment Advisors, LLC
Socha Financial Group, LLC
Bond & Devick Financial Network, Inc.
Colonial Trust Co / SC
Aaron Wealth Advisors LLC
Fiduciary Financial Group, Llc
Elios Financial Group Inc.
Geneos Wealth Management Inc.
Lcnb Corp
SWYMX - SCHWAB CAPITAL TRUST - Schwab Target 2050 Index Fund
Exencial Wealth Advisors, Llc
Circle Wealth Management, LLC
VSM Wealth Advisory, LLC
Burling Wealth Partners, Llc
Blair William & Co/il
Capital Advisors, Ltd. LLC
Wynn Capital, LLC
Barden Capital Management, Inc.
Sound Stewardship, LLC
Plotkin Financial Advisors, LLC
SWC1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced with Growth Portfolio
Atlantic Union Bankshares Corp
Austin Private Wealth, LLC
Howe & Rusling Inc
Pinnacle Wealth Management Advisory Group, LLC
Litman Gregory Asset Management LLC
First National Corp /ma/ /adv
Virtus ETF Advisers LLC
Axxcess Wealth Management, Llc
Wsfs Capital Management, Llc
Sprinkle Financial Consultants LLC
K2 Financial Inc.
Trust Co Of Toledo Na /oh/
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Chesapeake Wealth Management
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
StoneX Group Inc.
Balanced Rock Investment Advisor
Visionary Wealth Advisors
Fortitude Family Office, LLC
Game Plan Financial Advisors, LLC
Cantor Fitzgerald Investment Adviser L.p.
Compass Financial Group, INC/SD
Winthrop Advisory Group LLC
Pinney & Scofield, Inc.
Pioneer Trust Bank N A/or
WealthCollab, LLC
Aberdeen Wealth Management LLC
Sensible Money, LLC
St. Nicholas Private Asset Management, Inc
Ted Buchan & Co
LPL Financial LLC
Compass Ion Advisors, LLC
Glassman Wealth Services
Bleakley Financial Group, LLC
Ascension Capital Advisors, Inc.
Transce3nd, LLC
Tompkins Financial Corp
Security Financial Services, INC.
CX Institutional
Flagship Private Wealth, LLC
Gries Financial Llc
Ashton Thomas Private Wealth, LLC
Topsail Wealth Management, LLC
Franklin Resources Inc
American Money Management, LLC
YHB Investment Advisors, Inc.
Strategic Equity Management
Highline Wealth Partners Llc
One Day In July LLC
Analyst IMS Investment Management Services Ltd.
L2 Asset Management, LLC
Wealthcare Capital Partners, LLC
Hoey Investments, Inc
MBE Wealth Management, LLC
Mid-American Wealth Advisory Group, Inc.
G2 Capital Management, Llc / Oh
Providence Capital Advisors, LLC
Chapman Financial Group, Llc
Signature Estate & Investment Advisors Llc
Main Management LLC
Wealthcare Advisory Partners LLC
Cetera Investment Advisers
D.B. Root & Company, LLC
Trust Point Inc.
PDS Planning, Inc
RHS Financial, LLC
Stratos Wealth Partners, LTD.
Peachtree Investment Partners, LLC
Richardson Capital Management LLC
Duncker Streett & Co Inc
Lynx Investment Advisory
Mirador Capital Partners LP
One Capital Management, LLC
St. Johns Investment Management Company, LLC
Princeton Global Asset Management LLC
Hurley Capital, LLC
TFC Financial Management
Prime Capital Investment Advisors, LLC
Citizens Financial Group Inc/ri
Rinkey Investments
Lodestar Private Asset Management Llc
Stonebridge Capital Advisors LLC
Morgan Stanley
Sfmg, Llc
First Foundation Advisors
Foundation Wealth Management, LLC\PA
Gallagher Fiduciary Advisors, LLC
Envision Financial LLC
Bell Investment Advisors, Inc
Umb Bank N A/mo
EP Wealth Advisors, Inc.
Monticello Wealth Management, Llc
ENDW - EA Series Trust - Cambria Endowment Style ETF
Mindset Wealth Management, Llc
Ameriprise Financial Inc
Cooper Financial Group
Planning Alternatives Ltd /adv
United Capital Financial Advisers, Llc
Sofos Investments, Inc.
Evensky & Katz LLC
L.K. Benson & Company, P.C.
Schneider Downs Wealth Management Advisors, LP
U.S. Capital Wealth Advisors, LLC
Cwm, Llc
Moneta Group Investment Advisors Llc
Cadence Wealth Management LLC
Fmr Llc
Paladin Advisory Group, LLC
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