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Firms - Form ADV

NameLast Filing
ANCHOR ADVISORY, LLCJan 24, 2024
GREENSTONE WEALTH MANAGEMENTJan 24, 2024
GOAL LINE WEALTH MANAGEMENT, INC.Jan 24, 2024
OZ WEALTH MANAGEMENT LLCJan 24, 2024
CHANNEL INVESTMENT PARTNERSJan 24, 2024
FOUR RIVERS MANAGERS LLCJan 24, 2024
ADDWEALTH ADVISORS, LLCJan 24, 2024
BE YOUR BEST FINANCIALJan 24, 2024
CAPITAL OPTIONS, INC.Jan 24, 2024
MASSO TORRENCE WEALTH MANAGEMENT INC.Jan 24, 2024
VETERINARY FINANCIAL GROUP LLCJan 24, 2024
THREEFIFTY CAPITAL, LLCJan 24, 2024
LEGACY ADVISORY NETWORK, LLCJan 24, 2024
OUTSET CAPITAL, LLCJan 24, 2024
BLUE ORCA, LLCJan 24, 2024
DOUBLE I INVESTMENTS, LLCJan 24, 2024
APEX WEALTH MANAGEMENT, LLCJan 24, 2024
37NORTH CAPITAL MANAGEMENT, LLCJan 24, 2024
AMPLIFY LIFE INSURANCE COMPANYJan 24, 2024
FINANCIAL BOSSJan 24, 2024
ATROPOS CAPITAL MANAGEMENT, LLCJan 24, 2024
LONGHORN FREEDOM FUND MGR, LLCJan 24, 2024
BLUEBONNET HOLDINGSJan 24, 2024
QUALITY FINANCIAL PLANNING LLCJan 24, 2024
ISRAEL INVESTMENT FUND GROUPJan 24, 2024
MT MEDICAL PROPERTIES MANAGER, LLCJan 24, 2024
BLACK SWAN TECHNOLOGY FUND MANAGER, LLCJan 24, 2024
CHERRY STREET ATM FUND I MANAGER, LLCJan 24, 2024
ACHIEVE ATM FUND MGR, LLCJan 24, 2024
BLACK SWAN TECHNOLOGY FUND I MANAGERJan 24, 2024
TISHY FINANCIAL LLCJan 24, 2024
RCK WEALTH ADVISORY LLCJan 24, 2024
CVP-USA MANAGEMENTJan 24, 2024
MCKEE ATM INCOME FUND MANAGERJan 24, 2024
GLOBAL INFRASTRUCTURE FINANCE LLCJan 24, 2024
BLOCKCHAIN ASSETS MANAGERJan 24, 2024
LEVERED INSIGHTJan 24, 2024
LIMITED EDITION CAPITAL LLCJan 24, 2024
PARI PASSU VENTURES LLCJan 24, 2024
OFF-ZERO FINANCIAL, LLCJan 24, 2024
CRAFTED FINANCIAL PLANNINGJan 24, 2024
WARNKE/NICHOLS LTD.Jan 23, 2024
FINANCIAL LIFE FOCUS, LLCJan 23, 2024
HSC WEALTH ADVISORSJan 23, 2024
GOEHRING & ROZENCWAJG ASSOCIATES, LLCJan 23, 2024
GENESIS WEALTH ADVISORS, LLCJan 23, 2024
COMPOSITE CAPITAL MANAGEMENT (HK) LIMITEDJan 23, 2024
MILESTONES PRIVATE INVESTMENT ADVISORS LLCJan 23, 2024
ENGRAVE WEALTH PARTNERS, LLCJan 23, 2024
MACHINA CAPITALJan 23, 2024
PPCA, INC.Jan 23, 2024
KADEMIAN FINANCIAL GROUP INCJan 23, 2024
EHB FINANCIAL RESOURCES MANAGEMNT, INC.Jan 23, 2024
AUCTUS ADVISORS LLCJan 23, 2024
BINDMAN FINANCIAL SERVICES, INC.Jan 23, 2024
NORTH SOUTH CAPITAL, LLCJan 23, 2024
BIRD DOG TRADING CORPORATIONJan 23, 2024
HACKBERRY CAPITAL MANAGEMENTJan 23, 2024
FIRST MIDWEST INVESTMENTSJan 23, 2024
FOCUS WEALTH ADVISORS LLCJan 23, 2024
DOWD FINANCIAL PLANNINGJan 23, 2024
MARK HARRIS SERVICESJan 23, 2024
HENTHORN AGENCY, INC.Jan 23, 2024
STRYKER FINANCIALJan 23, 2024
SAFE HARBOR FIDUCIARY, LLCJan 23, 2024
ARNETT FINANCIAL GROUPJan 23, 2024
ABLE & CO.Jan 23, 2024
PROSPURPOSE WEALTHJan 23, 2024
ASPEN FINANCIAL, INC.Jan 23, 2024
THOMAS & COMPANY LLCJan 23, 2024
STKEROS FINANCIAL PLANNING, LLCJan 23, 2024
ASSET CLASS MANAGEMEMT, INC.Jan 23, 2024
ALBERG FINANCIAL SERVICES, INC.Jan 23, 2024
LITTLEJOHN FINANCIAL SERVICES INCJan 23, 2024
G-SQUARED ADVISORY LLCJan 23, 2024
REDMOUNT CAPITAL PARTNERS LLCJan 23, 2024
SHERMAN, YOUNG & LEAVITT, LLCJan 23, 2024
SPRING CAPITAL MANAGEMENTJan 23, 2024
RCS FINANCIAL ADVISORS, LTDJan 23, 2024
KELLAM INSURANCE AND FINANCIAL SERVICES LLCJan 23, 2024
BURTON WEALTH MANAGEMENTJan 23, 2024
HART INVESTMENT MANAGEMENT INC.Jan 23, 2024
STAGNER FINANCIAL ADVISORYJan 23, 2024
CHARLES RIVER WEALTH MANAGEMENT, LLCJan 23, 2024
OMEGA ADVISORY LLCJan 23, 2024
SAVICKI CAPITAL, LLCJan 23, 2024
UBIQUITY VENTURES MANAGEMENT, LLCJan 23, 2024
AUGC PARTNERS LLCJan 23, 2024
DONALDSON FINANCIAL WELLNESS NETWORK, LLCJan 23, 2024
WESTMOORE VENTURES, LLCJan 23, 2024
OPTI BLOOM ADVISORS LLCJan 23, 2024
TURNBULL FINANCIAL SERVICES LLCJan 23, 2024
FAIRBANK INVESTMENT MANAGEMENT LIMITEDJan 23, 2024
STEELEY ADVISORY, LLCJan 23, 2024
2020 VENTURES MANAGEMENT, LPJan 23, 2024
MACLURA INVESTMENTSJan 23, 2024
SHEPHERD FINANCIAL LLCJan 23, 2024
MCCARLEY & COOK FINANCIAL PLANNERSJan 23, 2024
BARD PARTNERS LLCJan 23, 2024
GOODSTEADJan 23, 2024
COMPASS LIGHTHOUSE CAPITAL, LLCJan 23, 2024
TEMPLEMAN WEALTH MANAGEMENT INC.Jan 23, 2024
SUNSTONE FINANCIALJan 23, 2024
TREO FINANCIALJan 23, 2024
KFI ADVISORSJan 23, 2024
COLLIDE CAPITALJan 23, 2024
48 PEAKS WEALTH ADVISORS LLCJan 23, 2024
COOK WEALTH MANAGEMENT, LLCJan 23, 2024
KETURI INVESTMENT MANAGEMENT, LLCJan 23, 2024
FINCO ADVISORY LLCJan 23, 2024
FOUR10 PLANNINGJan 23, 2024
NEX CUBED INVESTMENT MANAGEMENT, LLCJan 23, 2024
INSTITUTIONAL VENTURE PARTNERS UK LLPJan 23, 2024
LUMINAJan 23, 2024
AI AGENT CAPITAL, LLCJan 23, 2024
AMADEUS CAPITAL MANAGEMENT LLCJan 23, 2024
PERIDOT INVESTMENT RESEARCH INCJan 23, 2024
HUSSMAN STRATEGIC ADVISORS INCJan 22, 2024
TRILOGY PARTNERS LIMITEDJan 22, 2024
MILLENNIUM ASSET MANAGEMENT LLCJan 22, 2024
JLB & ASSOCIATES INCJan 22, 2024
F6S ADVISORSJan 22, 2024
WINDSOR CAPITAL MANAGEMENT, LLCJan 22, 2024
IRONHORSE CAPITAL LLCJan 22, 2024
CHECKETTS PARTNERS INVESTMENT MANAGEMENT, LLCJan 22, 2024
HAMLETT INVESTMENT PLANNINGJan 22, 2024
HUBER, CARDONO, MORING & RICHTER, L.P.Jan 22, 2024
PACIFIC INVESTMENT ADVISORS, LLCJan 22, 2024
THE WESTERN WEALTH GROUP, INC.Jan 22, 2024
WORCESTER ADVISORSJan 22, 2024
MK STRATEGIC EQUITIESJan 22, 2024
WEALTH KEEPERSJan 22, 2024
2444 INVESTMENT SERVICES, LLCJan 22, 2024
COBBLESTONE WEALTH ADVISORSJan 22, 2024
PRESERVATION WEALTH MANAGEMENTJan 22, 2024
ACTIVE LIFESTYLE FINANCIAL PLANNINGJan 22, 2024
RALL CAPITAL MANAGEMENT, INC.Jan 22, 2024
HOLLY DONALDSON FINANCIAL PLANNING, LLCJan 22, 2024
HANNA FINANCIAL AND TAX SERVICESJan 22, 2024
KINGFISHER INVESTMENT ADVISORS, LLCJan 22, 2024
BRIGHTSCAPE INVESTMENT CENTERSJan 22, 2024
NATIONAL ACCOUNTING AND BUSINESS SOLUTIONS, SCJan 22, 2024
GALLAGHER CAPITAL CORP.Jan 22, 2024
EL CAMINO REAL FINANCIAL ADVISORSJan 22, 2024
ANDRE CAUBARREAUXJan 22, 2024
MCSHEA PROPERTIES, LLCJan 22, 2024
LINCH FINANCIAL, LLCJan 22, 2024
AARON GEOFFREY TURNERJan 22, 2024
WEALTH MANAGEMENT ADVOCATES, LLCJan 22, 2024
BUTTONWOOD ADVISORS, LLCJan 22, 2024
NUTFIELD FINANCIALJan 22, 2024
MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENTJan 22, 2024
KEVIN KENNEDY, LLCJan 22, 2024
THE VIABLE GROUP, INC.Jan 22, 2024
SOARING INVESTMENT MANAGEMENT, LLCJan 22, 2024
SECURITY CAPITAL PORTFOLIO MANAGEMENT, INCJan 22, 2024
WANK & LIPTZIN ADVISORY SERVICES LLCJan 22, 2024
PACIFIC WEALTH CARE INC.Jan 22, 2024
THE EASTRADE ASSET MANAGEMENT CORPORATIONJan 22, 2024
ADVANCED FINANCIAL MANAGEMENTJan 22, 2024
CLEARVIEW FINANCIAL, INC.Jan 22, 2024
OTIUM ADVISORY GROUP, LLCJan 22, 2024
APTUS WEALTH MANAGEMENT, LLCJan 22, 2024
SPURR FINANCIAL INVESTMENT SERVICES, LLCJan 22, 2024
OBJECTIVE INVESTMENTS, LLCJan 22, 2024
INCREASE CONSULTANTS LLCJan 22, 2024
SVN CAPITAL, LLCJan 22, 2024
CORNERSTONE WEALTH STRATEGIES, INC.Jan 22, 2024
KOSTRZEWSKI, MARK BENEDICTJan 22, 2024
PREVAIL FINANCIAL PARTNERS, LLCJan 22, 2024
LIVELIHOOD LLCJan 22, 2024
UMBONO COMMODITY FUND MANAGEMENT, LLCJan 22, 2024
PEPIN CAPITAL MANAGEMENT, LLCJan 22, 2024
YOAKUM WEALTH MANAGEMENTJan 22, 2024
PINE TREE EQUITY MANAGEMENT IV, LPJan 22, 2024
VAN GROUW ADVISORS, LLCJan 22, 2024
KOENIG INVESTMENT ADVISORY, LLCJan 22, 2024
RAISE FINANCIAL ADVISORS LLCJan 22, 2024
META INVESTMENT MANAGEMENT COMPANY LLCJan 22, 2024
JOHN PIERSHALE WEALTH MANAGEMENTJan 22, 2024
COLOHAN WEALTH MANAGEMENT LLCJan 22, 2024
BLUEWATER WEALTH MANAGEMENT, LLCJan 22, 2024
DATA TECH FUND LLCJan 22, 2024
THRIFT FINANCIAL, INC.Jan 22, 2024
EMET FUND GLOBAL ADVISORS LLCJan 22, 2024
ARCH WEALTH ADVISERS, LLCJan 22, 2024
SEAPORT WEALTH LLCJan 22, 2024
NURTURE INVESTMENT STRATEGIES LLCJan 22, 2024
DREAMFIELD PLANNING GROUP, LLCJan 22, 2024
KEYSTONE WEALTH ADVISORS, LLCJan 22, 2024
HORIZON INVESTMENT SERVICES, INC.Jan 22, 2024
ECHO COLLABORATIVEJan 22, 2024
ONE UNDER WEALTH MANAGEMENT, LLCJan 22, 2024
1121 MANAGEMENT LLCJan 22, 2024
TURRENTINE FINANCIAL SERVICES LLCJan 22, 2024
OPULENT ASCENSION WEALTH MANAGEMENTJan 22, 2024
PINDER FINANCIAL, LLCJan 22, 2024
LAKESHORE CAPITAL GROUP, INC.Jan 22, 2024
RECALL CAPITAL MANAGEMENT LLCJan 22, 2024
LEADWOOD FINANCIAL SERVICES, LLCJan 22, 2024