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 |
|
Capita Financial |
|
000290558 |
801-112411 |
|
|
Magellan Capital |
|
000283087 |
801-107829 |
|
|
DFPG Investments |
|
000155576 |
801-107896 |
|
|
GK Wealth Management |
|
000296847 |
801-127973 |
|
|
Squar Milner |
|
000112483 |
801-111941 |
|
|
Bank of Idaho |
|
|
|
|
|
Cambria Capital |
|
000133760 |
801-112108 |
|
|
Erben & Associates |
|
000148703 |
801-114578 |
|
|
Retirement Wealth Advisors |
|
000137658 |
801-67628 |
|
|
Strategis Financial Group |
|
000104861 |
801-36025 |
|
|
Triumph Capital |
|
000282814 |
801-107312 |
|
|
JRS Wealth Management |
|
000306294 |
|
|
|
FirstPurpose Wealth |
|
000329878 |
801-129521 |
|
|
Blue Barn Wealth |
|
000107202 |
801-118602 |
|
|
Baker Tilly Financial |
|
000167811 |
801-119352 |
|
|
KOHR Investments |
|
000305796 |
|
|
|
United Planners |
|
000020804 |
801-57198 |
|
|
Fiat Wealth Management |
|
000318201 |
801-123255 |
|
|
Financial Network Wealth Advisors |
|
000318842 |
801-123661 |
|
|
EP Wealth Advisors |
|
000111147 |
801-29358 |
|
|
Osaic/Royal Alliance |
|
000023131 |
801-54859 |
|
|
Connect Financial |
|
000321212 |
|
|
|
The Norden Group |
|
000323988 |
801-127137 |
|
|
Portside Wealth Group |
|
000325175 |
801-127529 |
|
|
RAI Wealth |
|
000324695 |
801-127594 |
|
|
Accelerated Wealth |
|
000170022 |
801-108636 |
|
|
One Wealth Mgmt Investment & Advisory Services |
|
000288030 |
801-125814 |
|
|
Aspire Wealth Management |
|
000311368 |
801-125017 |
|
|
Optivise Advisory Services |
|
000301764 |
801-115232 |
|
|
Warren Street Wealth Advisors |
|
000173447 |
801-117597 |
|
|
Scott Marsh Financial LLC |
|
000122169 |
801-112911 |
|
|
Cultivate Financial, LLC |
|
000318616 |
|
|
|
Osaic Wealth, Inc |
|
000023131 |
801-54859 |
|
|
Park City Wealth Advisors (ONESEVEN) |
|
000283087 |
801-107829 |
|
|
Private Advisor Group (PAG) |
|
000155216 |
801-72060 |
|
|
MariPau Wealth Management, LLC |
|
000311934 |
801-120262 |
|
|
Drucker Wealth |
|
000328909 |
801-129473 |
|
|
Emerson Equity LLC |
|
000130032 |
|
|
|
Marion Wealth Management |
|
000315730 |
|
|
|
PFG Advisors |
|
000173344 |
801-80797 |
|
|
Market Street Wealth Management |
|
000122212 |
801-62577 |
|
|
Florida Financial Advisors |
|
000288811 |
801-127276 |
|
|
EDR Investment Advisors |
|
000167879 |
|
|
|
OneWealth Capital Management |
|
000331395 |
801-130300 |
|
|
Wealth Builders Investments |
|
000173306 |
801-127787 |
|
|
Elysium Wealth Management |
|
000312068 |
801-129684 |
|
|
Goldman Sachs Demo |
|
000000361 |
801-16048 |
|
|
Proxy Freedom LLC |
|
000324749 |
|
|
|
Logan Capital Management, INC |
|
000108893 |
801-45536 |
|
|
ARS Investment Advisors |
|
000293750 |
801-112807 |
|
|
Kingswood Wealth Advisors |
|
000288792 |
801-110755 |
|
|
Capital Wealth Advisors |
|
000289574 |
|
|
|
Fusion Capital LLC |
|
000154726 |
801-110473 |
|
|
Pleasant Street Wealth Advisors |
|
000291962 |
801-128550 |
|
|
A4 Wealth Advisors, LLC |
|
000152397 |
801-125825 |
|
|
Balefire |
|
000168733 |
801-78506 |
|
|
The Breit Group, LLC |
|
000335020 |
801-132479 |
|
|
Third View Private Wealth |
|
000335591 |
|
|
|
Axxcess Wealth Management |
|
000164081 |
|
|
|
Simonet Financial Group |
|
000283561 |
|
|
|
Lindsey Financial, Inc. |
|
000291971 |
|
|
|
Great Valley Advisor Group |
|
000123913 |
|
|
|
RetireWise Tax & Wealth Advisors, Inc. |
|
000284394 |
|
|
|
Protection Point Advisors |
|
000291805 |
801-113898 |
|
|
Gibbs Wealth Management |
|
000281621 |
801-123227 |
|
|
Sowell Financial Services, LLC |
|
000127145 |
|
|
|
Wallace Advisory Group |
|
000281049 |
801-106666 |
|
|
TownSquare Capital |
|
000288576 |
801-110591 |
|
|
The Professional Financial Company, LLC |
|
000286419 |
801-114491 |
|
|
Drive Wealth Advisers |
|
000174728 |
801-113223 |
|
|
Oak Lane Advisors |
|
000140612 |
801-116880 |
|
|
Wealth Management CPAs |
|
000310096 |
801-123458 |
|
|
Third Act Retirement |
|
000122785 |
|
|
|
EP Wealth Advisors |
|
000153054 |
801-71164 |
|
|
Arete Wealth Advisors |
|
000145488 |
801-69827 |
|
|
Larson Williams Wealth Advisors |
|
000311414 |
|
|
|
Elysium Wealth Management |
|
000312068 |
801-129684 |
|
|
Journey Retirement |
|
000315237 |
801-122085 |
|
|
Alliance Wealth Advisors |
|
000314668 |
801-121605 |
|
|
Kingswood Wealth Advisors |
|
000288792 |
801-110755 |
|
|
MGO One Seven |
|
000283087 |
801-107829 |
|
|
818 Wealth, LLC |
|
000335975 |
|
|