Firms - Form ADV

Name	Last Filing
DIRECT SOURCE WEALTH ADVISORY	Dec 22, 2023
TOSCAFUND US LTD.	Dec 22, 2023
SCHRODER REAL ESTATE INVESTMENT MANAGEMENT LIMITED	Dec 21, 2023
MAVEN DEI ASSET MANAGEMENT LLC	Dec 21, 2023
BOATWRIGHT CAPITAL MANAGEMENT, LLC	Dec 21, 2023
JB ADVISORY LLC	Dec 21, 2023
CCG ASSET MANAGEMENT, LLC	Dec 20, 2023
ALLEGIANCE WEALTH MANAGEMENT	Dec 20, 2023
FLYWHEEL CAPITAL MANAGEMENT, LLC	Dec 20, 2023
MEISENBACH CAPITAL MANAGEMENT, LLC	Dec 20, 2023
WEALTH QUEST, LTD.	Dec 19, 2023
BLUE DOCK CAPITAL LLC	Dec 19, 2023
JHH WEALTH, LLC	Dec 18, 2023
RHJ FINANCIAL, INC.	Dec 18, 2023
RED CLOVER FINANCIAL PLANNING, LLC	Dec 18, 2023
ALEXANDER COLEMAN, LLC	Dec 18, 2023
FINE FOSSILIZED SWINE LLC	Dec 18, 2023
DELENO INTERNATIONAL FINANCE CORPORATION	Dec 16, 2023
SOLE PROPRIETOR - KRITHIVASAN SUKUMARAN	Dec 15, 2023
FRANKLIN TEMPLETON INVESTMENTS (ME) LIMITED	Dec 15, 2023
957 ADVISORS LLC	Dec 15, 2023
QUANTA FINANCE SA	Dec 14, 2023
GALAPAGOS WEALTH MANAGEMENT, LLC	Dec 14, 2023
WILSON FINANCIAL ADVISORS, INC.	Dec 14, 2023
WISDOM CAPITAL MANAGEMENT GROUP LTD.	Dec 14, 2023
HILTON FINANCIAL GROUP, LLC	Dec 13, 2023
TARA INVESTORS LLC	Dec 13, 2023
SPIRE CAPITAL PARTNERS LLC	Dec 13, 2023
COLUMBIA THREADNEEDLE (EM) INVESTMENTS LIMITED	Dec 12, 2023
BLUESKY EAGLE CAPITAL MANAGEMENT LTD	Dec 12, 2023
SUPREME POWER CAPITAL MANAGEMENT LTD	Dec 12, 2023
INLAND INVESTMENT ADVISORS, LLC	Dec 11, 2023
ENHANCED ASSET PERFORMANCE, LLC	Dec 11, 2023
UPPER BAY INFRASTRUCTURE MANAGEMENT, LP	Dec 11, 2023
COLLECTIVE RETIREMENT SOLUTIONS LLC	Dec 11, 2023
BEECHMONT FINANCIAL	Dec 11, 2023
COROEBUS WEALTH MANAGEMENT, LLC	Dec 10, 2023
APERTURE FINANCIAL	Dec 10, 2023
AJ WEALTH	Dec 08, 2023
CLEAR MONEY PATH	Dec 08, 2023
BARBER FINANCIAL GROUP	Dec 07, 2023
PARAGON WEALTH STRATEGIES, LLC.	Dec 07, 2023
WILLOW	Dec 07, 2023
TRUTINA FINANCIAL	Dec 07, 2023
SELECT ADVISOR GROUP, INC.	Dec 07, 2023
BRIGHTON FINANCIAL PLANNING	Dec 07, 2023
TREACY INVESTMENT	Dec 06, 2023
ROTH FINANCIAL PLANNING LLC	Dec 06, 2023
LEXINGTON CAPITAL MANAGEMENT LLC	Dec 06, 2023
PARTI PRIS INVESTMENT PARTNERS, INC.	Dec 06, 2023
HUIDONG SECURITIES CO., LTD	Dec 06, 2023
GOSTKOWSKI INVESTMENT ADVISORS, LLC	Dec 06, 2023
ARMSTRONG SHAW ASSOCIATES INC.	Dec 05, 2023
GREENBERG GRAHAM ADVISORS LLC	Dec 05, 2023
LIGHTHOUSE FINANCIAL	Dec 05, 2023
KRAYNOS CAPITAL MANAGEMENT LLC	Dec 05, 2023
AGNC INVESTMENT MANAGEMENT, LLC	Dec 05, 2023
BLUE HORIZON WEALTH MANAGEMENT, LLC	Dec 04, 2023
TIDEROCK FINANCIAL, LLC	Dec 04, 2023
MIDDLELAND AG CAPITAL PARTNERS, LLC	Dec 04, 2023
CHARLES SCHWAB INVESTMENT ADVISORY, INC	Dec 01, 2023
CURI CAPITAL	Dec 01, 2023
TCW SPECIAL SITUATIONS, LLC	Dec 01, 2023
TRIAD FINANCIAL ADVISORS, INC.	Dec 01, 2023
CLARAPHI ADVISORY NETWORK, LLC	Dec 01, 2023
ANTHONY CAPITAL, LLC	Dec 01, 2023
ANNECY LLC	Nov 30, 2023
ADVANTAGE RETIREMENT GROUP	Nov 30, 2023
LCM ADVISORY PTY LTD	Nov 30, 2023
ACEPOINT CAPITAL LTD	Nov 30, 2023
VUGP LLC	Nov 30, 2023
ZERILLA	Nov 30, 2023
ARROWSMITH, LLC	Nov 29, 2023
ETF MANAGERS GROUP LLC	Nov 29, 2023
FORTIGENT, LLC	Nov 29, 2023
ROGERS FINANCIAL INC.	Nov 29, 2023
OPTIMUM FINANCIAL LLC	Nov 29, 2023
FSI CAPITAL HOLDINGS	Nov 28, 2023
WISE CAPITAL MANAGEMENT INC.	Nov 28, 2023
POTOMAC FINANCIAL SERVICES, INC.	Nov 28, 2023
FREEWAY INVESTMENTS, LLC	Nov 28, 2023
SILICON VALLEY WEALTH ADVISORS, LLC	Nov 27, 2023
CHANGEBRIDGE CAPITAL, LLC	Nov 27, 2023
CRESCENT ADVISORY LLC	Nov 27, 2023
VETERAN VENTURES CAPITAL (VVC)	Nov 27, 2023
WEALTHONE, LLC	Nov 22, 2023
PECUNIA	Nov 22, 2023
FLEXPAC, LLC	Nov 22, 2023
TRUE WEALTH & COMPANY	Nov 21, 2023
MAHONEY FIORENTINO & CO P.C.	Nov 21, 2023
ROBERT GREEN & COMPANY	Nov 21, 2023
SENTINEL ASSET MANAGEMENT, INC.	Nov 20, 2023
MUTUAL WEALTH LLC	Nov 19, 2023
VISIONS, INC.	Nov 17, 2023
SAGOL ADVISORS LLC	Nov 17, 2023
YELLOW ROCKS	Nov 17, 2023
BEEHOUSE, LLC	Nov 17, 2023
FOGEL NEALE WEALTH MANAGEMENT, LLC	Nov 16, 2023
1271787 LLC	Nov 16, 2023
FOX INVESTMENTS MANAGEMENT LP	Nov 16, 2023
ODYSSEY DIVERSIFICATION LTD	Nov 16, 2023
BEREAN PORTFOLIOS, LLC	Nov 16, 2023
WESTCHESTER WEALTH ADVISORS, LLC	Nov 15, 2023
ARMAN JAMES INVESTMENTS	Nov 15, 2023
BARRETT ASSET MANAGEMENT, LLC	Nov 14, 2023
TORTOISEECOFIN INVESTMENTS PARTNERS, LLC	Nov 14, 2023
LAWRENCE GLOBAL ADVISORS, INC.	Nov 14, 2023
THE J. ARNOLD WEALTH MANAGEMENT CO., LLC	Nov 14, 2023
TRADERISKS LTD.	Nov 13, 2023
BLUE WATER CAPITAL MANAGEMENT, LLC	Nov 13, 2023
ACI GROUP	Nov 13, 2023
OTHER PEOPLE'S CAPITAL	Nov 13, 2023
ROGUE VALLEY WEALTH	Nov 10, 2023
JET CAPITAL INVESTORS, LP	Nov 09, 2023
IAS CAPITAL MANAGEMENT INC.	Nov 09, 2023
HYPERION STREET	Nov 09, 2023
HAVEN FINANCIAL ADVISORS	Nov 08, 2023
INNOVATIVE WEALTH STRATEGIES	Nov 08, 2023
ABRAMS FINANCIAL MANAGEMENT	Nov 07, 2023
SMITH ASSET MANAGEMENT, INC.	Nov 07, 2023
COMERICA SECURITIES	Nov 06, 2023
COMMERCE BROKERAGE SERVICES, INC	Nov 06, 2023
PTK FINANCIAL, LLC	Nov 06, 2023
JOHN G. BAKER, CFP	Nov 06, 2023
FIZYX, LLC	Nov 06, 2023
RAVINE ROAD ADVISORS	Nov 06, 2023
WARSHAW ASSET MANAGEMENT, LLC	Nov 06, 2023
TEMPORAL CAPITAL MANAGEMENT	Nov 06, 2023
CREATIVE FINANCIAL SOLUTIONS INC.	Nov 03, 2023
BAY STREET CAPITAL HOLDINGS	Nov 03, 2023
WELLINGTON MANAGEMENT INTERNATIONAL LTD	Nov 02, 2023
SANDBAR ASSET MANAGEMENT LLP	Nov 02, 2023
WEST COAST FINANCIAL STRATEGIES, INC.	Nov 02, 2023
PERSONALIZED FINANCIAL	Nov 02, 2023
VU FINANCIAL SERVICES, INC	Nov 02, 2023
RETIREMENT INCOME SECURITY LLC	Nov 02, 2023
ASSET MANAGEMENT RESOURCES, LLC	Nov 01, 2023
KRAMER FIDUCIARY SERVICES	Nov 01, 2023
OPEN RANGE RIA	Nov 01, 2023
EMBARK FINANCIAL PARTNERS	Nov 01, 2023
BLUESEA CAPITAL MANAGEMENT LLC	Nov 01, 2023
520 ARBITRAGE LLC	Nov 01, 2023
AGFE	Oct 31, 2023
GREENLIGHT CAPITAL, INC	Oct 31, 2023
POTTER ADVISORS LLC	Oct 31, 2023
ZINVEST FINANCIAL SERVICE LLC	Oct 31, 2023
OLCOTT SQUARE INVESTMENT PARTNERS, LLC	Oct 31, 2023
MOJAVE CAPITAL LLC	Oct 31, 2023
MADISON WEALTH MANAGEMENT	Oct 30, 2023
LEGACY PLANNING & ASSOCIATES, INC.	Oct 30, 2023
IPOSHARKS VENTURE MASTER FUND, LLC	Oct 30, 2023
CAN SERVE FREE LLC	Oct 29, 2023
LIONTRUST INVESTMENT PARTNERS LLP	Oct 27, 2023
RUSSELL INVESTMENTS	Oct 27, 2023
MANDEVILLE PRIVATE CLIENT USA INC.	Oct 27, 2023
QUANTALYTICS INVESTMENT ADVISORS, LLC	Oct 27, 2023
STABILIS INVESTMENT ADVISORS	Oct 27, 2023
JCAP	Oct 26, 2023
OXYGEN VENTURE PARTNERS LLC	Oct 26, 2023
CAPITAL PARTNERS HOLDINGS, INC.	Oct 25, 2023
ETICO WEALTH MANAGEMENT LLC	Oct 25, 2023
ADIRONDACK RETIREMENT SPECIALISTS	Oct 25, 2023
VALOR CAPITAL MANAGEMENT, LLC	Oct 25, 2023
REICHERT ASSET MANAGEMENT, LLC	Oct 25, 2023
FUNDSEEDER INVESTMENTS, LLC	Oct 24, 2023
LIBERTY BELL FINANCIAL GROUP LLC	Oct 24, 2023
DBZ RESEARCH LLC	Oct 23, 2023
SPACE TECHNOLOGY LIMITED	Oct 23, 2023
RAH, LLC	Oct 23, 2023
SECURITIES BROKERAGE SERVICES	Oct 20, 2023
CARROLL INVESTMENTS, LLC	Oct 20, 2023
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY I, L.L.C.	Oct 19, 2023
MENDES WEALTH MANAGEMENT, LLC	Oct 19, 2023
FOUR TOWN FINANCIAL LLC	Oct 19, 2023
EXPECTED VALUE MANAGEMENT LLC	Oct 18, 2023
OLD DOMINION ASSET MANAGEMENT INC.	Oct 17, 2023
SWAG WM	Oct 17, 2023
GLACIER BASIN CAPITAL LLC	Oct 17, 2023
FIRST RETIREMENT SERVICES LLC	Oct 17, 2023
EKSTRAND FINANCIAL LLC	Oct 16, 2023
THE COWLES GROUP	Oct 16, 2023
NEXTWAVE ADVISORS	Oct 16, 2023
ANOROC ADVISORS LLC	Oct 16, 2023
KORTENKAMP, JOSHUA F	Oct 16, 2023
SIMPLICITY SOLUTIONS, LLC	Oct 13, 2023
WINDSOR WEALTH MANAGEMENT, INC.	Oct 13, 2023
MELISSA MATSON LLC	Oct 13, 2023
PPA CO-LIVING FUND I, LLC	Oct 13, 2023
FSC SECURITIES CORPORATION	Oct 12, 2023
OAK TREE FINANCIAL SERVICES, LLC	Oct 12, 2023
SHEPTOFF INVESTMENT GROUP LLC	Oct 12, 2023
ENTORO INVESTMENTS, LLC	Oct 12, 2023
MINGS HEDGE FUND, LP	Oct 12, 2023
BREAKOUT FUNDS LLC	Oct 12, 2023
FHN FINANCIAL MAIN STREET ADVISORS, LLC	Oct 11, 2023
BLUE DIAMOND FINANCIAL COACHING LLC	Oct 11, 2023
MCKENNA & SULLIVAN INC	Oct 11, 2023
MOMENTUM FUNDS	Oct 11, 2023
TRANSCENDENTAL FINANCIAL PLANNING L.L.C.	Oct 11, 2023
BISHOP ROCK CAPITAL, L.P.	Oct 10, 2023