List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.] |
|
|
Name |
Form 13F File No. |
CRD No. (if applicable) |
SEC File No. (if applicable) |
CIK |
|
Aegis Wealth Group, LLC |
|
000222515 |
801-116983 |
|
|
Allen Capital Group, LLC |
|
000135879 |
801-64514 |
|
|
Alphastar Capital Management, LLC |
|
000157423 |
801-72361 |
|
|
Arete Wealth Advisors, LLC |
|
000145488 |
801-69827 |
|
|
Artifex Financial Group, LLC |
|
000140643 |
801-112759 |
|
|
Austin Wealth Management, LLC |
|
000172793 |
801-117954 |
|
|
Axxcess Wealth Management, LLC |
|
000164081 |
801-76763 |
|
|
Bauer Wealth Management, LLC |
|
000152977 |
801-122717 |
|
|
Bison Wealth, LLC |
|
000299805 |
801-114547 |
|
|
BlackDiamond Wealth Management, LLC |
|
000291459 |
801-112524 |
|
|
OnePoint BFG Wealth Partners |
|
000318366 |
801-123232 |
|
|
Blue Barn Wealth, LLC |
|
000107202 |
801-118602 |
|
|
Brookwood Investment Group |
|
000316544 |
801-122508 |
|
|
Bryn Mawr Capital Management, LLC |
|
000285359 |
801-108434 |
|
|
CFS Investment Advisory Services LLC |
|
000106577 |
801-45064 |
|
|
Colonial River Investments, LLC |
|
000284839 |
801-113243 |
|
|
Commonwealth Financial Network |
|
000008032 |
801-41541 |
|
|
Connecticut Capital Management Group, LLC |
|
000305013 |
801-117202 |
|
|
CONTINUITY WEALTH MANAGEMENT, CORP. |
|
000111010 |
801-60130 |
|
|
Crafted Finance, LLC |
|
000283318 |
|
|
|
Crescent Wealth Advisory, LLC |
|
000151156 |
|
|
|
DFPG Investments, LLC |
|
000155576 |
801-107896 |
|
|
Diversify Wealth Management, LLC |
|
000329878 |
801-129521 |
|
|
Divvi Wealth Management LLC |
|
000318241 |
|
|
|
Dovetail Financial Group LLC |
|
000311298 |
801-119910 |
|
|
Earned Wealth |
|
000108052 |
801-57727 |
|
|
Echo45 Advisors LLC |
|
000307265 |
801-118109 |
|
|
Elevation Point Wealth Partners - Institutional |
|
000137068 |
801-65068 |
|
|
Facet Wealth, Inc. |
|
000285961 |
801-108767 |
|
|
Ferris Financial Services, L.L.C. |
|
000330890 |
|
|
|
FLC Capital Advisors |
|
000111822 |
801-77600 |
|
|
Fortress Wealth Planning, LLC |
|
000307618 |
801-120349 |
|
|
Founders Financial Securities, LLC |
|
000137945 |
801-66892 |
|
|
Fourth Dimension Wealth, LLC |
|
000306703 |
801-127881 |
|
|
Fulcrum Equity Management, LLC |
|
000159099 |
801-79524 |
|
|
Fundamentum, LLC (Stratos) |
|
000283850 |
801-107873 |
|
|
CWM, LLC |
|
000155344 |
801-72037 |
|
|
Gatepass Capital, LLC |
|
000329404 |
801-129402 |
|
|
Generational Private Wealth |
|
000324954 |
801-132141 |
|
|
Global Strategic Investment Solutions, LLC |
|
000175300 |
801-114835 |
|
|
Green Ocean Global Advisors LLC |
|
000321145 |
|
|
|
HBW Advisory Services, LLC |
|
000143665 |
801-77333 |
|
|
Hobart Private Capital, LLC |
|
000168494 |
801-107338 |
|
|
Hoxton Planning & Management, LLC |
|
000319087 |
801-123434 |
|
|
IHT Wealth Management LLC |
|
000171481 |
801-79769 |
|
|
Inspire Advisors, LLC |
|
000300279 |
801-114673 |
|
|
INTEGRATED WEALTH CONCEPTS LLC |
|
000284656 |
801-108179 |
|
|
Intelligence Driven Advisers, LLC |
|
000299589 |
801-114418 |
|
|
James Investment Research Inc |
|
000110433 |
801-12359 |
|
|
Keel Point, LLC |
|
000127902 |
801-62249 |
|
|
Korhorn Financial Group |
|
000128606 |
801-78914 |
|
|
Larson Financial Group, LLC |
|
000140599 |
801-71543 |
|
|
LeConte Wealth Management, LLC |
|
000168539 |
801-78438 |
|
|
Legacy Financial Strategies, LLC |
|
000283553 |
801-107930 |
|
|
Lifestyle Asset Management, Inc. |
|
000157450 |
801-116746 |
|
|
Lumiere Financial Group LLC |
|
000319171 |
801-123638 |
|
|
Madrona Financial Services, LLC |
|
000115753 |
801-63693 |
|
|
Maia Wealth, LLC |
|
000292817 |
801-120452 |
|
|
Main Street Financial Life Advisors, LLC |
|
000118544 |
801-60820 |
|
|
Martin Nelson & Co., Inc. |
|
000002903 |
801-123009 |
|
|
Mercer Global Advisors, Inc. |
|
000147363 |
801-69271 |
|
|
Meridian Investment Advisors |
|
000110216 |
801-13452 |
|
|
Merit Financial Group, LLC |
|
000147070 |
|
|
|
Modern Wealth Management, LLC |
|
000324624 |
801-127231 |
|
|
Momentus Wealth Management, Inc. |
|
000288429 |
801-110752 |
|
|
Natural Investments PBLLC |
|
000113348 |
801-63874 |
|
|
New World Advisors, LLC |
|
000296798 |
801-113314 |
|
|
NewEdge Advisors, LLC |
|
000171351 |
801-79876 |
|
|
Noorvest |
|
000325403 |
|
|
|
Nova R Wealth, Inc |
|
000169574 |
801-78933 |
|
|
Oldfather Financial Services |
|
000112505 |
801-79439 |
|
|
One + One Wealth Management, LLC |
|
000310906 |
801-119677 |
|
|
Optivise Advisory Services LLC |
|
000301764 |
801-115232 |
|
|
Pallas Capital Advisors, LLC |
|
000310327 |
801-119646 |
|
|
Panorama Wealth Advisors |
|
000324199 |
801-127465 |
|
|
Per Stirling Capital Management, LLC |
|
000151671 |
801-70707 |
|
|
PFW Advisors LLC |
|
000325119 |
801-127980 |
|
|
PlanWiser Financial |
|
000331675 |
801-130873 |
|
|
Ponta Wealth Partners |
|
000330058 |
801-132915 |
|
|
Prentice Wealth Management |
|
000160052 |
801-76490 |
|
|
Private Advisor Group, LLC |
|
000155216 |
801-72060 |
|
|
Prosperity Capital Advisors |
|
000156480 |
801-72187 |
|
|
RFG Advisory, LLC |
|
000158401 |
801-79153 |
|
|
Savant Wealth Management |
|
000107271 |
801-43144 |
|
|
Savvy Wealth, Inc |
|
000318493 |
801-123656 |
|
|
Seeds Investor LLC |
|
000308909 |
801-124693 |
|
|
Sentinal Pension Advisors, Inc. |
|
000109901 |
801-55783 |
|
|
SIGNAL ADVISORS WEALTH, LLC |
|
000301086 |
801-127017 |
|
|
Silver Oak Securities Incorporated |
|
000046947 |
801-71178 |
|
|
Split Creek Capital, LLC |
|
000319437 |
801-13165 |
|
|
STONE HOUSE INVESTMENT MANAGEMENT, LLC |
|
000139410 |
801-106971 |
|
|
Strategic Financial Services, Inc. |
|
000109677 |
801-33774 |
|
|
Strategic Income Group LLC |
|
000165839 |
801-108752 |
|
|
The Ascent Group, LLC |
|
000314424 |
801-121182 |
|
|
The Fragasso Group Inc |
|
000123255 |
801-77097 |
|
|
The Martin Worley Group |
|
000169006 |
801-79164 |
|
|
THOR Investment Management, Inc |
|
000105902 |
801-40745 |
|
|
Thrive Wealth Management, LLC |
|
000168777 |
801-108388 |
|
|
Thrivent Advisor Network, LLC |
|
000304569 |
801-117013 |
|
|
Foundations Investment Advisors, LLC |
028-18893 |
000175083 |
801-100512 |
|