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03-31-2026
03-31-2026
GeoWealth Management, LLC
444 N. MICHIGAN AVE, STE 3150
CHICAGO
IL
60611
13F COMBINATION REPORT
028-16841
000014822
801-71114
0001767340
028-19206
Aspire Private Capital, LLC
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028-18760
CreativeOne Wealth, LLC
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028-21324
Elevation Capital Advisory, LLC
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FOUNDATIONS INVESTMENT ADVISORS, LLC
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028-15088
Freedom Investment Management, Inc.
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Golden State Wealth Management, LLC
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028-24338
Hershey Financial Advisers, LLC
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JDM Financial Group LLC
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KINGSWOOD WEALTH ADVISORS, LLC
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LANDMARK WEALTH MANAGEMENT, INC.
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Legacy Capital Group California, Inc.
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OneAscent Wealth Management LLC
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Sage Capital Advisors,llc
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Sowell Financial Services LLC
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TRANSCEND CAPITAL ADVISORS, LLC
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WATERSHED PRIVATE WEALTH LLC
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Copley Financial Group, Inc.
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Stanich Group LLC
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Kovack Advisors, Inc.
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Trinity Capital Inc.
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Astra Wealth Management Group
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J.E. Simmons & Co., P.C.
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Lansing Street Advisors
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Ascentis Independent Advisors
N
Evan Lieberman
Chief Compliance Officer
3127284923
Evan Lieberman
Chicago
IL
05-11-2026
13
950
2776311549
false
1
000277085
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2
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CABANA LLC
3
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INDEPENDENT FINANCIAL GROUP, LLC
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