List of Other Included Managers: |
Provide a numbered list of the name(s) and Form 13F file number(s)
of all institutional investment managers with respect to which this report is filed, other than the
manager filing this report. |
[If there are no entries in this list, state “NONE” and omit the
column headings and list entries.] |
|
No. |
Name |
Form 13F File No. |
CRD No. (if applicable) |
SEC File No. (if applicable) |
CIK |
|
1 |
DOGWOOD CAPITAL MANAGEMENT |
|
000126568 |
|
|
|
2 |
RETIREWISE TAX AND WEALTH ADVISORS, INC. |
|
000284394 |
|
|
|
3 |
PROACTIVE WEALTH MANAGEMENT, INC. |
|
000301232 |
|
|
|
4 |
JRS WEALTH MANAGEMENT LLC |
|
000306294 |
|
|
|
5 |
IMPACT FINANCIAL |
|
000308155 |
|
|
|
6 |
BOWLINE FINANCIAL, LLC |
|
000310255 |
|
|
|
7 |
LARSON WILLIAMS WEALTH ADVISORS, LLC |
|
000311414 |
|
|
|
8 |
ULTRA FINANCIAL PARTNERS |
|
000315239 |
|
|
|
9 |
ASCENT RETIREMENT ADVISORS |
|
000325385 |
|
|
|
10 |
HA WEALTH ADVISORS INC. |
|
000325764 |
|
|
|
11 |
WALLACE ADVISORY GROUP, LLC |
|
|
801-106666 |
|
|
12 |
ONESEVEN |
|
|
801-107829 |
|
|
13 |
DFPG INVESTMENTS, LLC |
|
|
801-107896 |
|
|
14 |
ACCELERATED WEALTH ADVISORS LLCA |
|
|
801-108636 |
|
|
15 |
CAPITA FINANCIAL NETWORK, LLC |
|
|
801-112411 |
|
|
16 |
SCOTT MARSH FINANCIAL, LLC |
|
|
801-112911 |
|
|
17 |
DRIVE WEALTH ADVISERS |
|
|
801-113223 |
|
|
18 |
THE PROFESSIONAL FINANCIAL COMPANY LLC |
|
|
801-114491 |
|
|
19 |
OAK LANE ADVISORS |
|
|
801-116880 |
|
|
20 |
WARREN STREET WEALTH ADVISORS, LLC |
|
|
801-117597 |
|
|
21 |
BLUE BARN WEALTH |
|
|
801-118602 |
|
|
22 |
BAKER TILLY WEALTH MANAGEMENT, LLc |
|
|
801-119352 |
|
|
23 |
MARIPAU WEALTH MANAGEMENT LLC |
|
|
801-120262 |
|
|
24 |
ALLIANCE WEALTH ADVISORS, LLC |
|
|
801-121605 |
|
|
25 |
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLCA |
|
|
801-122085 |
|
|
26 |
GIBBS WEALTH MANAGEMENT, LLC |
|
|
801-123227 |
|
|
27 |
FIAT WEALTH MANAGEMENT |
|
|
801-123255 |
|
|
28 |
WEALTH MANAGEMENT CPAS, LLC |
|
|
801-123458 |
|
|
29 |
FINANCIAL NETWORK WEALTH ADVISORS LLC |
|
|
801-123661 |
|
|
30 |
ONEWEALTH |
|
|
801-125814 |
|
|
31 |
THE NORDEN GROUP LLC |
|
|
801-127137 |
|
|
32 |
FLORIDA FINANCIAL ADVISORS, LLC |
|
|
801-127276 |
|
|
33 |
PORTSIDE WEALTH GROUP, LLC |
|
|
801-127529 |
|
|
34 |
RAI WEALTH |
|
|
801-127594 |
|
|
35 |
GK WEALTH MANAGEMENT LLC |
|
|
801-127973 |
|
|
36 |
DRUCKER WEALTH |
|
|
801-129473 |
|
|
37 |
ONE WEALTH CAPITAL MANAGEMENT, LLC |
|
|
801-130300 |
|
|
38 |
LOGAN CAPITAL MANAGEMENT, INC. |
|
|
801-45536 |
|
|
39 |
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC |
|
|
801-62577 |
|
|
40 |
BROOKSTONE WEALTH ADVISORS, LLC |
|
|
801-67628 |
|
|
41 |
DIVERSIFY WEALTH MANAGEMENT LLC |
|
|
801-129521 |
|
|
42 |
PRIVATE ADVISOR GROUP, LLC |
|
|
801-72060 |
|
|
43 |
PFG ADVISORS |
|
|
801-80797 |
|
|
44 |
SOWELL MANAGEMENT |
|
000127145 |
|
|
|
45 |
J. FREEMAN & ASSOCIATES |
|
000144039 |
|
|
|
46 |
MCKAY WEALTH MANAGEMENT GROUP LLC |
|
000281578 |
|
|
|
47 |
CULTIVATE FINANCIAL |
|
000318616 |
|
|
|
48 |
KINGSWOOD WEALTH ADVISORS, LLCA |
|
|
801-110755 |
|
|
49 |
ERBEN ASSOCIATES, LLC |
|
|
801-114578 |
|
|
50 |
OPTIVISE ADVISORY SERVICES LLCA |
|
|
801-115232 |
|
|
51 |
FARTHER |
|
|
801-116721 |
|
|
52 |
ELYSIUM WEALTH MANAGEMENT, LLC |
|
|
801-129684 |
|
|
53 |
EP WEALTH ADVISORS |
|
|
801-29358 |
|
|
54 |
KINNECT ADVISOR GROUP, L.L.C. |
|
000327978 |
|
|
|
55 |
PLANNED SECURITY ADVISORS LLC |
|
000330345 |
|
|
|
56 |
SOL FINANCIAL |
|
000333387 |
|
|
|
57 |
WEALTHBUILDERS INVESTMENTS |
|
|
801-127787 |
|
|
58 |
VERIDIAN PRIVATE WEALTH MANAGEMENT |
|
|
801-129797 |
|
|
59 |
ARETE WEALTH ADVISORS, LLC |
|
|
801-69827 |
|
|
60 |
KUKUI TREE CAPITAL MANAGEMENT LLC |
|
000330374 |
|
|
|
61 |
ALPHA RETIREMENT WEALTH, LLC |
|
000281786 |
|
|
|
62 |
FOWLER WEALTH MANAGEMENT |
|
000332158 |
|
|
|
63 |
Balefile, LLC |
|
000168733 |
801-78506 |
|
|
64 |
Proxy Freedom |
|
000324749 |
|
|
|
65 |
McCulley Financial Group, LLC |
|
000154891 |
801-129527 |
|
|
66 |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER |
|
000020804 |
801-57198 |
|
|
67 |
PROTECTION POINT ADVISORS |
|
000291805 |
801-113898 |
|