List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.] |
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Form 13F File Number |
Name |
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Allen Capital Group, LLC |
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Alphastar Capital Management, LLC |
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Avid Wealth Partners, LLC |
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Axxcess Wealth Management, LLC |
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Baker Avenue Asset Management, LP |
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Bauer Wealth Management, LLC |
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Bleakley Financial Group, LLC |
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Blue Barn Wealth, LLC |
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C2P CAPITAL ADVISORY GROUP, LLC |
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CFS Investment Advisory Services LLC |
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Connecticut Capital Management Group, LLC |
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Crafted Finance, LLC |
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Crescent Wealth Advisory, LLC |
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DFPG Investments, LLC |
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Divvi Wealth Management LLC |
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Echo45 Advisors LLC |
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Fortress Wealth Planning, LLC |
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Fulcrum Equity Management, LLC |
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Fundamentum, LLC (Stratos) |
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Green Ocean Global Advisors LLC |
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Hobart Private Capital, LLC |
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Hoxton Planning & Management, LLC |
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IHT Wealth Management LLC |
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Integrity Investment Advisors, LLC |
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Invst, LLC |
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James Investment Research Inc |
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Keel Point, LLC |
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Larson Financial Group, LLC |
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Las Marias Consulting, LLC |
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LeConte Wealth Management, LLC |
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Lumiere Financial Group LLC |
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Madrona Financial Services, LLC |
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Main Street Financial Life Advisors, LLC |
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Martin Nelson & Co., Inc. |
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Martin Nelson & Co., Inc. |
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Merit Financial Group, LLC |
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Modern Wealth Management, LLC |
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Momentus Wealth Management, Inc. |
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Natural Investments PBLLC |
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NoHo financial, Inc |
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Optivise Advisory Services LLC |
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Pallas Capital Advisors, LLC |
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PFW Advisors LLC |
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Prentice Financial Planning LLC |
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Private Advisor Group, LLC |
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RFG Advisory, LLC |
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RFG Holdings Inc. |
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Savant Wealth Management |
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Savvy Wealth, Inc |
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Seeds Investor LLC |
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Silver Oak Securities Incorporated |
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Stokes Family Office LLC |
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Strategic Income Group LLC |
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The Ascent Group, LLC |
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THOR Investment Management, Inc |
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TownSquare Capital, LLC |
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TSA Wealth Management LLC |
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Two West Capital Advisors LLC |
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Waverly Advisors, LLC |
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Wealth Management Group, L.L.C. |
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Weinberger Asset Management, Inc |
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Werba Rubin Papier Wealth Management, LLC |
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WrapManager, Inc. |
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MKT Adviors, LLC |
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Meridian Investment Advisors |
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XY Investment Solutions |
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Transitus Wealth Partners, LLC |
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Bryn Mawr Capital Management, LLC |
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Inspire Advisors, LLC |
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The Fragasso Group Inc |
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Legacy Financial Strategies, LLC |
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Intelligence Driven Advisers, LLC |
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Founders Financial Securities, LLC |
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CONTINUITY WEALTH MANAGEMENT, CORP. |
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Ridgeline Asset Management, LLC |
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HUB International Limited |
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BlackDiamond Wealth Management, LLC |
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Gatepass Capital, LLC |
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Austin Wealth Management, LLC |
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Arete Wealth Advisors, LLC |