| 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 |
HANTZ FINANCIAL SERVICES, INC. |
|
|
|
0001071061 |
|
2 |
Dynasty Wealth Management, LLC |
|
|
|
0001727599 |
|
3 |
Arax Advisory Partners |
|
|
|
0001586767 |
|
4 |
Commonwealth Financial Services, LLC |
|
|
|
0001536755 |
|
5 |
TSG ADVICE PARTNERS, LLC |
|
|
|
|
|
6 |
Morton Capital Management LLC/CA |
|
|
|
0002002628 |
|
7 |
THREE BELL CAPITAL LLC |
|
|
|
|
|
8 |
Horan Capital Advisors, LLC. |
|
|
|
0001584086 |
|
9 |
PROATHLETE WEALTH MANAGEMENT LLC |
|
|
|
0002012065 |
|
10 |
&PARTNERS |
|
|
|
0000107136 |
|
11 |
LONETREE WEALTH MANAGEMENT |
|
|
|
|
|
12 |
Paragon Private Wealth Management, LLC |
|
|
|
0001922684 |
|
13 |
May Hill Capital, LLC |
|
|
|
0002056340 |
|
14 |
Wealth Watch Advisors, INC |
|
|
|
0002040515 |
|
15 |
Occidental Asset Management, LLC |
|
|
|
0001770994 |
|
16 |
Sanctuary Advisors, LLC |
|
|
|
0001777271 |
|
17 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
|
|
|
0000752365 |
|
18 |
GRACE FINANCIAL ADVISORS LLC |
|
|
|
|
|
19 |
PROSPERO WEALTH, LLC |
|
|
|
|
|
20 |
Integrity Wealth Solutions LLC |
|
|
|
0002006918 |
|
21 |
Belpointe Asset Management LLC |
|
|
|
0001721242 |
|
22 |
ORCHID ADVISORY LLC |
|
|
|
|
|
23 |
LUTS & GREENLEIGH GROUP, INC. |
|
|
|
0001967844 |
|
24 |
Boulay Financial Advisors, LLC |
|
|
|
0002056342 |
|
25 |
Farther Finance Advisors, LLC |
|
|
|
0001992825 |
|
26 |
FourThought Financial Partners, LLC |
|
|
|
0001956790 |
|
27 |
AIRE ADVISORS, LLC |
|
|
|
0001908177 |
|
28 |
MANA FINANCIAL LIFE DESIGN, LLC |
|
|
|
|
|
29 |
STAVIS WEALTH TRANSFER SOLUTIONS |
|
|
|
|
|
30 |
Resonant Capital Advisors, LLC |
|
|
|
0001803236 |
|
31 |
PATHWISE WEALTH PARTNERS, LLC |
|
|
|
|
|
32 |
Bison Wealth, LLC |
|
|
|
0001845251 |
|
33 |
Exponent Wealth Inc. |
|
|
|
0001936963 |
|
34 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
|
|
|
0001748861 |
|
35 |
FWG Holdings, LLC |
|
|
|
0001862067 |
|
36 |
Wealth Advisors of Iowa, LLC |
|
|
|
0001803005 |
|
37 |
Hibernia Wealth Partners, LLC |
|
|
|
0001950637 |
|
38 |
CRESCENT CAPITAL INC / DE |
|
|
|
0000874017 |
|
39 |
DOVER ADVISORS, LLC |
|
|
|
0001964541 |
|
40 |
DAUNTLESS ADVISORY, LLC |
|
|
|
|
|
41 |
Private Wealth Asset Management, LLC |
|
|
|
0001883006 |
|
42 |
RFG Advisory, LLC |
|
|
|
0001633387 |
|
43 |
Stonegate Investment Group, LLC |
|
|
|
0001904154 |
|
44 |
Everest Management Corp. |
|
|
|
0002056683 |
|
45 |
Helium Advisors LLC |
|
|
|
0002056653 |
|
46 |
Edge Financial Advisors LLC |
|
|
|
0002011402 |
|
47 |
Optivise Advisory Services LLC |
|
|
|
0002042876 |
|
48 |
NOLET WEALTH MANAGEMENT, LLC |
|
|
|
|
|
49 |
Integrated Wealth Concepts LLC |
|
|
|
0001737109 |
|
50 |
RED CRANE WEALTH MANAGEMENT, LLC |
|
|
|
0001686343 |
|
51 |
Jordan Park Group LLC |
|
|
|
0001707975 |
|
52 |
BluePointe Capital Management, LLC |
|
|
|
0002040935 |
|
53 |
VECTOR WEALTH MANAGEMENT, LLC |
|
|
|
0001686409 |
|
54 |
Carrick Lane, LLC |
|
|
|
|
|
55 |
IMPACT FINANCIAL NETWORK, INC. |
|
|
|
0000792325 |
|
56 |
SYMMETRY PARTNERS LLC |
|
|
|
0001367299 |
|
57 |
OneWell |
|
|
|
|
|
58 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
|
|
|
0001510434 |
|
59 |
Dynamic Advisor Solutions LLC |
|
|
|
0001599747 |
|
60 |
Empirical Asset Management, LLC |
|
|
|
0001926596 |
|
61 |
A.O. Wealth Advisory, LLC |
|
|
|
|
|
62 |
Cornerstone Advisory, LLC |
|
|
|
0001668189 |
|
63 |
Alspaugh Wealth Management |
|
|
|
|
|
64 |
Season Investments, LLC |
|
|
|
|
|
65 |
CONSILIO WEALTH ADVISORS, LLC |
|
|
|
0001908944 |
|
66 |
Vistamark Investments LLC |
|
|
|
|
|
67 |
EdgeRock Wealth Management, LLC |
|
|
|
|
|
68 |
Links Private Wealth |
|
|
|
|
|
69 |
CMC Financial Group |
|
|
|
0001770940 |
|
70 |
Nuveen, LLC |
|
|
|
0001871926 |
|
71 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA |
|
|
|
0000315038 |
|
72 |
DayMark Wealth Partners, LLC |
|
|
|
|
|
73 |
Waverly Advisors |
|
|
|
|
|
74 |
Parallel Advisors, LLC |
|
|
|
0001690010 |
|
75 |
GREENUP MICHAEL JOHN |
|
|
|
0001606941 |
|
76 |
CLEARARC CAPITAL INC |
|
|
|
0001167553 |
|
77 |
Modern Wealth Management, LLC |
|
|
|
|
|
78 |
PARK CAPITAL SECURITIES, LLC |
|
|
|
0001116535 |
|
79 |
Tradition Wealth Management |
|
|
|
|
|
80 |
PURE CAPITAL SOLUTIONS, INC. |
|
|
|
0001406434 |
|
81 |
Opes Wealth Management LLC |
|
|
|
0001766918 |
|
82 |
Able Wealth Management LLC |
|
|
|
|
|
83 |
Patten Group, Inc. |
|
|
|
0001633207 |
|
84 |
HYPHEN PARTNERS LP |
|
|
|
0001450303 |
|
85 |
Cohen Capital Management, Inc. |
|
|
|
0001508120 |
|
86 |
Chicago Partners Investment Group LLC |
|
|
|
0001563525 |
|
87 |
Bleakley Financial Group, LLC |
|
|
|
|
|
88 |
VestGen Advisors, LLC |
|
|
|
|
|
89 |
Lifetime Capital Planning Group LLC |
|
|
|
|
|
90 |
SteelPeak Wealth, LLC |
|
|
|
|
|
91 |
Axxcess Capital, LLC |
|
|
|
0001493645 |
|
92 |
Accurate Wealth Management, LLC |
|
|
|
|
|
93 |
Powell Wealth |
|
|
|
|
|
94 |
Astra Wealth Partners LLC |
|
|
|
|
|
95 |
NOLET WEALTH MANAGEMENT, LLC |
|
|
|
|
|
96 |
BALANCED PORTFOLIO |
|
|
|
0000912749 |
|
97 |
Valor Wealth Group, LLC |
|
004541445 |
|
|
|
98 |
Capital Advisers, Inc. |
|
|
|
|
|
99 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
|
|
|
0001463217 |
|
100 |
INNOVEST CAPITAL MANAGEMENT INC |
|
|
|
0001056805 |
|
101 |
Bondurant Investors LLC |
|
|
|
0001775688 |
|
102 |
Greene Wealth Management |
|
000137810 |
|
|
|
103 |
WOODMONT INVESTMENT COUNSEL LLC |
|
|
|
0001133653 |
|
104 |
Boulay Financial Advisors, LLC |
|
000111334 |
|
|
|
105 |
Atlas Financial Holdings, Inc. |
|
|
|
0001539894 |
|
106 |
Cerity Partners LLC |
|
|
|
0001566475 |