List of Other Included Managers:
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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.
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[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
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No.
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Form 13F File Number
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Name
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1
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DOGWOOD CAPITAL MANAGEMENT
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2
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RETIREWISE TAX AND WEALTH ADVISORS, INC.
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3
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PROACTIVE WEALTH MANAGEMENT, INC.
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4
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JRS WEALTH MANAGEMENT LLC
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5
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IMPACT FINANCIAL
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6
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BOWLINE FINANCIAL, LLC
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7
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LARSON WILLIAMS WEALTH ADVISORS, LLC
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8
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ULTRA FINANCIAL PARTNERS
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9
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ASCENT RETIREMENT ADVISORS
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10
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HA WEALTH ADVISORS INC.
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11
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WALLACE ADVISORY GROUP, LLC
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12
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ONESEVEN
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13
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DFPG INVESTMENTS, LLC
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14
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ACCELERATED WEALTH ADVISORS LLCA
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15
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CAPITA FINANCIAL NETWORK, LLC
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16
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SCOTT MARSH FINANCIAL, LLC
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17
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DRIVE WEALTH ADVISERS
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18
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THE PROFESSIONAL FINANCIAL COMPANY LLC
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19
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OAK LANE ADVISORS
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20
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WARREN STREET WEALTH ADVISORS, LLC
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21
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BLUE BARN WEALTH
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22
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BAKER TILLY WEALTH MANAGEMENT, LLc
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23
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MARIPAU WEALTH MANAGEMENT LLC
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24
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ALLIANCE WEALTH ADVISORS, LLC
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25
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JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLCA
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26
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GIBBS WEALTH MANAGEMENT, LLC
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27
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FIAT WEALTH MANAGEMENT
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28
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WEALTH MANAGEMENT CPAS, LLC
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29
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FINANCIAL NETWORK WEALTH ADVISORS LLC
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30
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ONEWEALTH
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31
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THE NORDEN GROUP LLC
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32
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FLORIDA FINANCIAL ADVISORS, LLC
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33
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PORTSIDE WEALTH GROUP, LLC
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34
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RAI WEALTH
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35
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GK WEALTH MANAGEMENT LLC
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36
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DRUCKER WEALTH
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37
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ONE WEALTH CAPITAL MANAGEMENT, LLC
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38
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LOGAN CAPITAL MANAGEMENT, INC.
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39
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MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
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40
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BROOKSTONE WEALTH ADVISORS, LLC
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41
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DIVERSIFY WEALTH MANAGEMENT LLC
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42
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PRIVATE ADVISOR GROUP, LLC
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43
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PFG ADVISORS
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44
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SOWELL MANAGEMENT
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45
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J. FREEMAN & ASSOCIATES
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46
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MCKAY WEALTH MANAGEMENT GROUP LLC
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47
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CULTIVATE FINANCIAL
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48
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KINGSWOOD WEALTH ADVISORS, LLCA
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49
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ERBEN ASSOCIATES, LLC
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50
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OPTIVISE ADVISORY SERVICES LLCA
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51
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FARTHER
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52
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ELYSIUM WEALTH MANAGEMENT, LLC
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53
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EP WEALTH ADVISORS
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54
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KINNECT ADVISOR GROUP, L.L.C.
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55
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PLANNED SECURITY ADVISORS LLC
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56
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SOL FINANCIAL
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57
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WEALTHBUILDERS INVESTMENTS
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58
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VERIDIAN PRIVATE WEALTH MANAGEMENT
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59
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ARETE WEALTH ADVISORS, LLC
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60
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KUKUI TREE CAPITAL MANAGEMENT LLC
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61
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ALPHA RETIREMENT WEALTH, LLC
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62
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FOWLER WEALTH MANAGEMENT
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63
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Balefile, LLC
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64
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Proxy Freedom
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65
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McCulley Financial Group, LLC
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66
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UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
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67
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PROTECTION POINT ADVISORS
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