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. |
Form 13F File Number |
Name |
|
1 |
|
DOGWOOD CAPITAL MANAGEMENT |
|
2 |
|
RETIREWISE TAX AND WEALTH ADVISORS, INC. |
|
3 |
|
PROACTIVE WEALTH MANAGEMENT, INC. |
|
4 |
|
JRS WEALTH MANAGEMENT LLC |
|
5 |
|
IMPACT FINANCIAL |
|
6 |
|
BOWLINE FINANCIAL, LLC |
|
7 |
|
LARSON WILLIAMS WEALTH ADVISORS, LLC |
|
8 |
|
ULTRA FINANCIAL PARTNERS |
|
9 |
|
ASCENT RETIREMENT ADVISORS |
|
10 |
|
HA WEALTH ADVISORS INC. |
|
11 |
|
WALLACE ADVISORY GROUP, LLC |
|
12 |
|
ONESEVEN |
|
13 |
|
DFPG INVESTMENTS, LLC |
|
14 |
|
ACCELERATED WEALTH ADVISORS LLCA |
|
15 |
|
CAPITA FINANCIAL NETWORK, LLC |
|
16 |
|
SCOTT MARSH FINANCIAL, LLC |
|
17 |
|
DRIVE WEALTH ADVISERS |
|
18 |
|
THE PROFESSIONAL FINANCIAL COMPANY LLC |
|
19 |
|
OAK LANE ADVISORS |
|
20 |
|
WARREN STREET WEALTH ADVISORS, LLC |
|
21 |
|
BLUE BARN WEALTH |
|
22 |
|
BAKER TILLY WEALTH MANAGEMENT, LLc |
|
23 |
|
MARIPAU WEALTH MANAGEMENT LLC |
|
24 |
|
ALLIANCE WEALTH ADVISORS, LLC |
|
25 |
|
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLCA |
|
26 |
|
GIBBS WEALTH MANAGEMENT, LLC |
|
27 |
|
FIAT WEALTH MANAGEMENT |
|
28 |
|
WEALTH MANAGEMENT CPAS, LLC |
|
29 |
|
FINANCIAL NETWORK WEALTH ADVISORS LLC |
|
30 |
|
ONEWEALTH |
|
31 |
|
THE NORDEN GROUP LLC |
|
32 |
|
FLORIDA FINANCIAL ADVISORS, LLC |
|
33 |
|
PORTSIDE WEALTH GROUP, LLC |
|
34 |
|
RAI WEALTH |
|
35 |
|
GK WEALTH MANAGEMENT LLC |
|
36 |
|
DRUCKER WEALTH |
|
37 |
|
ONE WEALTH CAPITAL MANAGEMENT, LLC |
|
38 |
|
LOGAN CAPITAL MANAGEMENT, INC. |
|
39 |
|
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC |
|
40 |
|
BROOKSTONE WEALTH ADVISORS, LLC |
|
41 |
|
DIVERSIFY WEALTH MANAGEMENT LLC |
|
42 |
|
PRIVATE ADVISOR GROUP, LLC |
|
43 |
|
PFG ADVISORS |
|
44 |
|
SOWELL MANAGEMENT |
|
45 |
|
J. FREEMAN & ASSOCIATES |
|
46 |
|
MCKAY WEALTH MANAGEMENT GROUP LLC |
|
47 |
|
CULTIVATE FINANCIAL |
|
48 |
|
KINGSWOOD WEALTH ADVISORS, LLC |
|
49 |
|
ERBEN ASSOCIATES, LLC |
|
50 |
|
OPTIVISE ADVISORY SERVICES LLC |
|
51 |
|
FARTHER |
|
52 |
|
ELYSIUM WEALTH MANAGEMENT, LLC |
|
53 |
|
EP WEALTH ADVISORS |
|
54 |
|
KINNECT ADVISOR GROUP, L.L.C. |
|
55 |
|
PLANNED SECURITY ADVISORS LLC |
|
56 |
|
SOL FINANCIAL |
|
57 |
|
WEALTHBUILDERS INVESTMENTS |
|
58 |
|
VERIDIAN PRIVATE WEALTH MANAGEMENT |
|
59 |
|
ARETE WEALTH ADVISORS, LLC |
|
60 |
|
KUKUI TREE CAPITAL MANAGEMENT LLC |
|
61 |
|
ALPHA RETIREMENT WEALTH, LLC |
|
62 |
|
FOWLER WEALTH MANAGEMENT |