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 |
Jordan Park Group LLC |
028-18386 |
000287755 |
801-110062 |
0001707975 |
|
2 |
Wealth Watch Advisors, INC |
|
000172002 |
801-96180 |
0002040515 |
|
3 |
RED CRANE WEALTH MANAGEMENT, LLC |
028-24754 |
|
|
0001686343 |
|
4 |
Claro Advisors LLC |
|
|
|
0001764386 |
|
5 |
Integrated Wealth Concepts LLC |
028-18776 |
|
|
0001737109 |
|
6 |
LONETREE WEALTH MANAGEMENT |
|
000322711 |
|
|
|
7 |
Farther Finance Advisors, LLC |
028-23383 |
|
|
0001992825 |
|
8 |
May Hill Capital, LLC |
028-24979 |
|
|
0002056340 |
|
9 |
NOLET WEALTH MANAGEMENT, LLC |
|
000329186 |
801-129319 |
|
|
10 |
&PARTNERS |
|
|
|
0000107136 |
|
11 |
PATHWISE WEALTH PARTNERS, LLC |
|
000174215 |
801-121506 |
|
|
12 |
Optivise Advisory Services LLC |
|
000301764 |
801-115232 |
0002042876 |
|
13 |
Everest Management Corp. |
028-25105 |
000142945 |
801-120900 |
0002056683 |
|
14 |
Resonant Capital Advisors, LLC |
|
000298451 |
028-20156 |
0001803236 |
|
15 |
MANA FINANCIAL LIFE DESIGN, LLC |
|
000298277 |
|
|
|
16 |
Commonwealth Financial Services, LLC |
|
|
|
0001536755 |
|
17 |
HANTZ FINANCIAL SERVICES, INC. |
028-22576 |
000046047 |
801-106859 |
0001071061 |
|
18 |
Hibernia Wealth Partners, LLC |
|
|
|
0001950637 |
|
19 |
Dynasty Wealth Management, LLC |
028-18636 |
000153377 |
801-71301 |
0001727599 |
|
20 |
Edge Financial Advisors LLC |
|
|
|
0002011402 |
|
21 |
LUTS & GREENLEIGH GROUP, INC |
|
000305002 |
801-117324 |
0001967844 |
|
22 |
TSG ADVICE PARTNERS, LLC |
|
000305999 |
801-117566 |
|
|
23 |
Paragon Private Wealth Management, LLC |
|
|
|
0001922684 |
|
24 |
FourThought Financial Partners, LLC |
|
|
|
0001956790 |
|
25 |
Helium Advisors LLC |
|
|
|
0002056653 |
|
26 |
Boulay Financial Advisors, LLC |
|
|
|
0002056342 |
|
27 |
DOVER ADVISORS, LLC |
|
|
|
0001964541 |
|
28 |
Horan Capital Advisors, LLC. |
|
|
|
0001584086 |
|
29 |
PROATHLETE WEALTH MANAGEMENT LLC |
|
|
|
0002012065 |
|
30 |
PROSPERO WEALTH, LLC |
|
|
|
|
|
31 |
Stonegate Investment Group, LLC |
|
|
|
0001904154 |
|
32 |
DAUNTLESS ADVISORY, LLC |
|
000334412 |
|
|
|
33 |
RFG Advisory, LLC |
|
|
|
0001633387 |
|
34 |
Bison Wealth, LLC |
|
|
|
0001845251 |
|
35 |
GLOBAL IMPACT WEALTH MANAGEMENT |
|
000326638 |
|
|
|
36 |
GRACE FINANCIAL ADVISORS LLC |
|
000288701 |
|
|
|
37 |
Exponent Wealth Inc. |
|
|
|
0001936963 |
|
38 |
Integrity Wealth Solutions LLC |
|
|
|
0002006918 |
|
39 |
Private Wealth Asset Management, LLC |
|
|
|
0001883006 |
|
40 |
THREE BELL CAPITAL LLC |
|
000159736 |
|
|
|
41 |
CRESCENT CAPITAL INC / DE |
|
|
|
0000874017 |
|
42 |
Wealth Advisors of Iowa, LLC |
|
|
|
0001803005 |
|
43 |
FWG Holdings, LLC |
|
|
|
0001862067 |
|
44 |
Sanctuary Advisors, LLC |
|
|
|
0001777271 |
|
45 |
INTEGRATED WEALTH CONCEPTS LLC |
|
000284656 |
|
|