Investment Advisor Search is a compilation of SEC registered investment advisors. Powered By Private Equity Info 
Home Download Data Links Contact Us Family Office Investment Advisor Search is a compilation of SEC registered investment advisors.
 
download Private Equity Firms
Sorted by industry and
acquisition criteria.
View Demo
 
Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Wharton Equity Corporation Wayne PA US 5.0 
Summit Wealth Management,Inc Beverly Hills CA US 5.0 
Pim Financial Services Inc Escondido CA US 5.0 
Wayzata Capital Management, Inc. St. Louis Park MN US 5.0 
Longwood Investment Advisors, Inc. 5.0 
Kings Capital Management Inc. Hong Kong HK 5.0 
Starwood Corp New York NY US 5.0 
William Blair Capital Partners VI LLC Chicago IL US 5.0 
Investments Technology Inc 5.0 
Gordon Kolsch 5.0 
Shore Financial Services Beaufort SC US 5.0 
Goldmark Financial Planners, LLC Salem OR US 5.0 
Dowd-Rudkin LLC Buffalo WY US 5.0 
BLK Financial Advisors, LLC 5.0 
Trafalgar Wealth Management, LLC Dublin OH US 5.0 
Dorchester Advisors LLC 5.0 
Gehret Investments Bay Harbor Islands FL US 5.0 
Citium Advisors LLC 5.0 
Sedgefield Capital Management, LLC Casper WY US 5.0 
Copper Beech Advisors, LLC Malvern PA US 5.0 
SL Advisors, LLC Westfield NJ US 5.0 
Black Asset Management, LLC New York NY US 5.0 
Andorra Investment Management Long Beach CA US 5.0 
Gunnell Retirement and Estate Planning LLC 5.0 
Crespi Capital Advisors, LLC 5.0 
EOD Capital LLC 5.0 
Wilbro Enterprises San Antonio TX US 5.0 
Minas Wealth Management LLC Beaufort SC US 5.0 
BCY Financial Services 5.0 
Harness Investment Management Group, LLC Rockland MA US 5.0 
Old Mill Capital, LLC San Antonio TX US 5.0 
Empire Financial Management Company, LLC New York NY US 5.0 
Wisner & Company Ruidoso NM US 5.0 
Aspire Capital Management Walnut Creek CA US 5.0 
Morison Capital Management, LLC 5.0 
Van Rensselaer Management LLC 5.0 
Riverside Capital Partners Management, LLC Stamford CT US 5.0 
Moneytree Capital Management, LLC Morganfield KY US 5.0 
Alpha Capital Partners LLC EL Segundo CA US 5.0 
EL Adli Investment Advisors 5.0 
Yerba Buena Group, LLC San Francisco CA US 5.0 
Peabody River Asset Management, LLC 5.0 
Paradigm Financial Corporation Miami FL US 5.0 
Lilani Wealth Management Roseville CA US 5.0 
Benchmark Capital Advisors Inc Torrance CA US 5.0 
Hagin Capital, LLC New York NY US 5.0 
Blue Rose Wealth Management LLC 5.0 
Bulle Rock Capital LP Dallas TX US 5.0 
Coregroup Services Incorporated 5.0 
Meehan Capital Management Group, Inc. 5.0 
Cwma Nevada, LLC Las Vegas NV US 5.0 
Narrow Gate Investing Advice, Inc. 5.0 
Financial Management & Planning Services, Inc. Altamonte Springs FL US 5.0 
Ronald Lloyd Johnson 5.0 
Lifetime Investment Advisors, LLC 5.0 
Doyle Financial Services Bradenton FL US 5.0 
Atlantic Capital Investments, LLC 5.0 
G.H.A. Financial Planning 5.0 
AG Capital Management LLC 5.0 
Allegiant Asset Management L.L.C. Miami FL US 5.0 
Bois & Company, LLC 5.0 
Crestline Capital, LLC 5.0 
Coastal Partners Ltd. Nassau BA 5.0 
Shbk Asset Management Darnestown MD US 5.0 
MHP Asset Management LLC Conway NH US 5.0 
Arizona Wealth Advisors, LLC Scottsdale AZ US 5.0 
Smith Investment Management 5.0 
Paul Fair Associates, LLC Wyomissing PA US 5.0 
J. Clark Financial 5.0 
Califano Financial Group San Pedro CA US 5.0 
Fracchia Capital Management Co. San Francisco CA US 5.0 
The North Landing Financial Group, LLC Virginia Beach VA US 5.0 
Edward C. Hartman Associates 5.0 
Serenity Partners, Inc. Jericho NY US 5.0 
Quants Investors, Inc. Honolulu HI US 5.0 
Balain Capital Management, LLC 5.0 
Matthes Capital Management, LLC San Francisco CA US 5.0 
Leeward Investments, LLC Kentfield CA US 5.0 
Maximum Wealth Advisors, LLC 5.0 
Nadler Accountancy Corporation Orangevale CA US 5.0 
Northstar Financial Services, Inc. Valencia CA US 5.0 
Cedar Creek Asset Management, LLC 5.0 
Daniel F. Coxe, Investment Advisor Newport Beach CA US 5.0 
Young Capital Growth Company, LLC 5.0 
RG Capital Management, LLC San Ramon CA US 5.0 
Ltbc Capital Advisors LLC 5.0 
Tullis Management LLC 5.0 
Edminster, Michael H 5.0 
Murray Ruffell, Cfp, Chfc 5.0 
Rydell Financial Bloomington MN US 5.0 
James H. Quinn, Cfp 5.0 
American Wealth Management LLC Scottsdale AZ US 5.0 
Rogers Advisory Inc Beverly MA US 5.0 
Bloomfield Capital Strategies L.L.C. Royal Oak MI US 5.0 
The Crown Advisors, LLC St. Louis MO US 5.0 
Howarth Financial Services LLC 5.0 
James M. Kearney, Jr. Registered Investment Adviser 5.0 
Silver Strand Asset Management, LLC 5.0 
Southland Advisors, LLC 5.0 
MMA of The Carolinas LLC Fort Mill SC US 5.0 
Secure Financial Group, Inc. Denver CO US 5.0 
Francis Asset Management Dighton MA US 5.0 
Triolo Financial Inc. 5.0 
MW Investment Advisor, LLC 5.0 
Global Wealth Management Corporation 5.0 
Starkey & Co., Inc. Princeton NJ US 5.0 
Weston, Robert Eatontown NJ US 5.0 
Apex Financial Services, Inc. Tucker GA US 5.0 
Tidewater Capital Management, Inc. Ft. Lauderdale FL US 5.0 
Emerald Planning Services, Inc. 5.0 
Lansing Investments, LLC 5.0 
Northstar Investment Partners Dawsonville GA US 5.0 
Hughes Investment Advisory Services L.L.C. 5.0 
Arndt Asset Management, LLC Lancaster NY US 5.0 
Penfield Investments, L.L.C. Fairfield CT US 5.0 
Buttonwood Advisors, LLC 5.0 
Immel & Associates Johnston IA US 5.0 
Financial Planning Work$, Inc. 5.0 
Stuart Bittelman Ltd 5.0 
Mentor Investing 5.0 
Investment Management Advisors Inc Birmingham AL US 5.0 
Elliott Capital Management, Inc. Bloomington IL US 5.0 
Crosswalk Investment Advisory, Inc. Strasburg PA US 5.0 
Poirier, Michael Louis Bangor ME US 5.0 
Miller Capital Management LLC 5.0 
Alliance Financial Planning, Inc. 5.0 
Mercer Financial Group, Inc. 5.0 
Vista Financial Group, Ltd. Arlington Heights IL US 5.0 
Integrated Financial Resources, Inc. Penn Valley PA US 5.0 
JLF Investments, Pllc 5.0 
The College Market, Inc. 5.0 
Underwood Financial Mgmt, Inc. 5.0 
Schroeder Investments 5.0 
O'Hearn Capital Management, LLC 5.0 
Financial & Tax Strategies Inc. Reading PA US 5.0 
St. Michaels Asset Management, LLC St. Michaels MD US 5.0 
Gerber, Stuart B. 5.0 
Heartland Financial Services, Ltd. Cedar Falls IA US 5.0 
Stellar Financial Planning 5.0 
Accounting Advisory Services, L.L.C. Glen Allen VA US 5.0 
Guarascio Consultants, LLC 5.0 
Beechwood Capital Management, Inc. Cincinnat OH US 5.0 
Financial Planning Unlimited 5.0 
Girard, David F. 5.0 
Medcap Management & Research LLC San Francisco CA US 5.0 
Hamlett Investment Planning 5.0 
The Freedom Experience, Inc. 5.0 
Premier Financial Advisors Inc Dearborn MI US 5.0 
Envision Retirement, LLC 5.0 
Financial Counseling Associates Ltd. 5.0 
David Michael Strauss 5.0 
Lebrun Investment Management, Inc. 5.0 
Doug Mottet Enterprises, Inc. 5.0 
Strategic Lifestyle Advisors, Inc. Greenville PA US 5.0 
Herrman Investment Service 5.0 
Tronsrue, Judith French Seattle WA US 5.0 
Asset & Investment Advisors Poteau OK US 5.0 
Wealth Conservancy 5.0 
The Hedge Strategy, Inc. 5.0 
Retirement Resources Advisory, Inc. Clearwater FL US 5.0 
Optifolio 5.0 
A&B Advisors 5.0 
Stephan Financial Services Las Vegas NV US 5.0 
Superior Investment Company 5.0 
Dare Capital Management, LLC Nags Head NC US 5.0 
Irongate Financial Services, Inc. Englewood CO US 5.0 
Planning Strategies, Inc. Colorado Springs CO US 5.0 
Prodigy Financial Consultants 5.0 
Provest 5.0 
Richard B. Nigbor, LLC 5.0 
Landmark Investment Co. 5.0 
Investment & Tax Strategies, Inc 5.0 
Marblehead Capital, LLC Beverly MA US 5.0 
Epic Investment Management, Inc. 5.0 
J. Henry Investments, Incorporated Pawtucket RI US 5.0 
Avendus Capital Private Ltd. Bandra(East) Mumbai IN 5.0 
Shelter Harbor Capital Greenwich CT US 5.0 
Oak Tree Securities, Inc. Livermore CA US 5.0 
Robert Van Securities, Inc. Oakland CA US 5.0 
Williamsburg Capital Management Inc Williamsburg VA US 5.1 
Palm Beach Capital Corporation Fort Smith AR US 5.1 
Heyman Wealth Management, LLC Los Angeles CA US 5.1 
Sandy Cove Advisors Hingham MA US 5.1 
Alphaclone LLC San Francisco CA US 5.1 
R. Seeger Wealth Management, LLC Lindenhurst NY US 5.1 
RHD Capital Management LLC Palm Beach Gardens FL US 5.1 
Kratter Capital, LLC 5.1 
Covenant Advisors LLC 5.1 
Cliff Fridkis 5.1 
Burdick Wealth Management, LLC 5.1 
Financial Freedom Advisors, LLC 5.1 
Fields Asset Management LLC 5.1 
John A. Swinford, Inc. 5.1 
RJ Investment Advisors, Inc. 5.1 
San Juan Capital Partners, LLC Hato Rey PR US 5.1 
Dodds Wealth Management Group Englewood CO US 5.1 
Strategic Asset Management Group, LLC San Diego CA US 5.1 
Hoover Capital, L.L.C. 5.1 
Bigby Financial Planning, LLC 5.1 
Quigley Associates, Inc. Parsippany NJ US 5.1 
MPE Investserv Hingham MA US 5.1 
Weisberg Financial Services 5.1 
CGA Investment Solutions Marietta GA US 5.1 
H.J. Langworthy Investors, Inc. Willsboro NY US 5.1 
Jorge-Rivadeneira Capital Management, LLC Oak Brook IL US 5.1 
Taylor & Associates 5.1 
First Financial Resources Corporation Newburgh IN US 5.1 
Mutual Trust Asset Mgmt., Inc. Clearwater FL US 5.1 
Capital Reserve Management, Inc. 5.1 
Kennedy, John B. 5.1 
Cannoles Asset Management, Inc. Dalworthington Gardens TX US 5.1 
Sterling Financial Management, LLC Carlsbad CA US 5.1 
Harper Capital Partners 5.1 
Hayes Investment Consulting Group 5.1 
The Mutual Fund Advisor Kailua-Kona HI US 5.1 
Lindzon & Associates, LLC Coronado CA US 5.1 
Holly G. Webb 5.1 
D.A.C. Davis Investment Counsel, Inc. Toronto, Ontario CA 5.2 
Ocean Endowment Partners, LLC Menlo Park CA US 5.2 
L. Jane Heist Wealth Management, Inc. 5.2 
Trend Capital Management, LLC 5.2 
Chichester Capital Management LP New York NY US 5.2 
Geraci Capital Management, LLC 5.2 
Brinton Financial San Francisco CA US 5.2 
Steed Investments, LLC Fort Worth TX US 5.2 
Stanislawski & Harrison Wealth Management, LLC Pasadena CA US 5.2 
Gnostam, International Equity and Direct Investment Asset Manag 5.2 
Nemadij Advisors 5.2 
Roventini Financial Services, Inc New City NY US 5.2 
DRH Investments, Inc. 5.2 
TS Financial, Inc. Hillsborough NC US 5.2 
Value Growth Asset Management Minneapolis MN US 5.2 
Mendelsohn Financial, L.L.C. 5.2 
Deneb Asset Management Limited 5.2 
Proplans Los Altos CA US 5.2 
Secure Money Strategies, Inc. San Antonio TX US 5.2 
Simmons Financial Services, Inc. Richmond MI US 5.2 
Hughes Capital Management, Inc. 5.2 
Kleiner Capital Management, LLC Morganville NJ US 5.2 
Hearn Financial Services, LLC Livingston MT US 5.2 
Personal Resources Management Incorporated New York NY US 5.2 
Sigma Capital Management North Plainfield NJ US 5.2 
Caruso Asset Management Inc. 5.2 
Financial Resource Alliance Jacksonville FL US 5.2 
Gagnon Capital Consultants, Inc. 5.2 
T.M. Murphy Investment Management, Inc. 5.2 
Drew Planners Inc. Tarrytown NY US 5.2 
Kennedy Wealth Management Knoxville TN US 5.2 
Fairport Advisors, Inc. Westport CT US 5.2 
Capital Advisors 5.2 
Compass Financial Services 5.2 
Benefit Performance Advisors, LLC 5.2 
Pacific Northwest Asset Management, Inc. Silverdale WA US 5.2 
Charles W. Kraut, Mba 5.2 
International Asset Management, Inc. 5.2 
Fahrenheit Capital Management, LLC San Francisco CA US 5.2 
Shawbrook 5.2 
Buswell Associates, Inc. 5.2 
Miltonian Capital Management, LLC 5.2 
Marsh & Cunningham 5.3 
Money Minders Financial Planning Corporation 5.3 
Hearth Capital Management 5.3 
Rockhaven Capital Management, LLC 5.3 
Anfield Capital Management, LLC Newport Beach CA US 5.3 
Non-Traditional Wealth Management, LLC Orlando FL US 5.3 
NWT Advisors, LLC Issaquah WA US 5.3 
Equityrock Residential Real Estate Investors, LLC San Francisco CA US 5.3 
Point Defiance Capital Management LLC Tacoma WA US 5.3 
Everest Asset Management Zurich CH 5.3 
Parker Financial, LLC LA Plata MD US 5.3 
The Mutual Fund Store Allentown PA US 5.3 
CTS Consulting, LLC 5.3 
Sequoia Holdings, LLC Austin TX US 5.3 
The Mocio Group, LLC 5.3 
Crowe Advisory Services, Inc. 5.3 
Del Monaco, Utz, & Salazar 5.3 
P.A. Berg Retirement Solutions Brookfield WI US 5.3 
Couch Hallum Financial Group Austin TX US 5.3 
Granite View Asset Management, LLC 5.3 
Sierra Capital Investors, Inc. Shingle Springs CA US 5.3 
Granderson Wealth Management Group Inc Denver CO US 5.3 
Portnoff Financial LLC Westfield NJ US 5.3 
Archstone Investment Management Malvern PA US 5.3 
Vandeberg Associates LLC Madison WI US 5.3 
Lebrigh Life Planners 5.3 
Security Capital Management, LLC Alexandria VA US 5.3 
Charter Investment Services, Inc. 5.3 
Fieldstone Money Management, Inc. Pleasantville NY US 5.3 
Professional Financial Planning 5.3 
Fifty-Six Group 5.3 
Timothy J Mcdonald Cpa Cfp Lake Barrington IL US 5.3 
Financial Vision Advisory Services, LLC. Honolulu HI US 5.3 
RNC Financial Services, LLC High Point NC US 5.3 
Obsidian Investment Advisers, LLC 5.3 
Great Lakes Financial Companies Inc. Twinsburg OH US 5.3 
Webb Investment Services, Inc. Asheville NC US 5.3 
Fairview Investment Advisors, LLC Charlotte NC US 5.3 
Carr, Dennis H. 5.3 
PFG Advisors, Inc. Salt Lake City UT US 5.3 
Witherspoon Investment Counsel 5.3 
First Watch Plymouth MN US 5.3 
Spratt Wealth Management Group, Inc. 5.3 
Legacy Wealth Advisors, LLC Bloomington MN US 5.3 
Stephen C. Yager, Cfp Wichita KS US 5.3 
Planned Wealth Consultants Torrance CA US 5.3 
MWA Financial Services, Inc. Rock Island IL US 5.3 
Lombard Advisers Incorporated Baltimore MD US 5.4 
AFA Financial Inc 5.4 
Shoemaker Advisory Corporation Germantown TN US 5.4 
Mountain Magnolia Investment Advisors Hot Springs NC US 5.4 
Spaulding Greene Wealth Management, LLC 5.4 
Thomas, William M 5.4 
Integritas Advisors, LLC 5.4 
Graeme Capital Management, LLC Dallas TX US 5.4 
Konrad Advising, LLC 5.4 
Round Table Investment Strategies Denver CO US 5.4 
Shannon Investments, LLC 5.4 
Warrington Partners, LLC Pepper Pike OH US 5.4 
Tecumseh Capital Partners, LLC Columbus IN US 5.4 
Balser Wealth Management LLC 5.4 
Meri Laurel Weber, Investment Advisor Pleasanton CA US 5.4 
Wright Financial & Business Advisors Fresno CA US 5.4 
Weatherly & Company Vicksburg MS US 5.4 
Ascent Capital Management Denver CO US 5.4 
Donohue Fiducial Co. Providence RI US 5.4 
Jennings Financial Planning, Inc. Honolulu HI US 5.4 
Wall Street Resource, LLC 5.4 
Aerie Capital Management 5.4 
Cardinal Capital Management Waterbury CT US 5.4 
Sam Gott, Certified Financial Planner San Antonio TX US 5.4 
Wealth Advisors, LLC 5.4 
Peak Advisors 5.4 
Security First Advisors Portland OR US 5.4 
Image West, LLC 5.4 
GT Financial, Ltd., L.L.C. Mandeville LA US 5.4 
Horizons Planning Corporation Ann Arbor MI US 5.4 
Hamrick Financial Services 5.4 
Michael John Osland Scottsdale AZ US 5.4 
Benchmark Funds, Inc. Tucson AZ US 5.4 
Adams Financial Consulting Sacramento CA US 5.4 
Implied Capital LP Boulder CO US 5.4 
Connolly Financial Group Grand Junction CO US 5.5 
Ascension Wealth Advisors, LLC Brentwood TN US 5.5 
Harbor Point Capital Management, LLC Woburn MA US 5.5 
Compass Portfolios LLC 5.5 
Rafalko Investment Advisory, LLC 5.5 
Able Capital Management, LLC 5.5 
Peninsula Family Office LLC 5.5 
Teewinot Asset Management Lexington KY US 5.5 
Quantitative Advisors Inc 5.5 
Clear Cove LLC Dallas TX US 5.5 
Tanner Capital Management LLC Scottsdale AZ US 5.5 
Barak Asset Management LLC New York NY US 5.5 
Garrison Financial Institute Fayetteville AR US 5.5 
RT Advisors Red Wing MN US 5.5 
Avenue D Capital Partners, LLC Torrance CA US 5.5 
Alvarado Management Company San Francisco CA US 5.5 
Graybeard Capital, LLC Winter Park FL US 5.5 
WHI Financial Services, LLC 5.5 
Lemme Investment Group, Inc. 5.5 
Imola Investments LLC San Diego CA US 5.5 
Market Timing Resources, LLC Santa Ana CA US 5.5 
Newport Capital Asset Management Group, LLC Newport Beach CA US 5.5 
Ogden Asset Management, LLC 5.5 
Ranger Fund Management, L.P. Dallas TX US 5.5 
JBA Financial Advisors Timonium MD US 5.5 
Kemple Capital, LLC Dallas TX US 5.5 
Sovereign Financial Services Rocky Hill CT US 5.5 
Lowell Capital Management, LLC EL Segundo CA US 5.5 
DPM Wealth Management, Inc. Atlanta GA US 5.5 
R.M. George Investment Management Liverpool NY US 5.5 
Gold Canyon Financial Planning 5.5 
Customized Portfolios Ltd. 5.5 
David R. Stallard, J.D., Cpa,Cfp 5.5 
Girvin Financial Education Services 5.5 
Flying Cloud Moneymanagement, LLC 5.5 
Gale L. Smith & Company, Inc. 5.5 
Sound Investments Inc. Mission KS US 5.5 
David Russell Fjeldsted Farmington UT US 5.5 
Gillespie Associates LLC. 5.5 
American Money Management Group 5.5 
William R. Haley, Investment Counsel 5.5 
Thos. G. Grace Advisors 5.5 
Capital Assets Planning Incorporated Vienna VA US 5.5 
R.W. Mak Investments Bellevue WA US 5.5 
LJH Global Investments, LLC Naples FL US 5.5 
Pocino Associates 5.5 
Sosnowy Investment Management Company Bloomfield Hills MI US 5.5 
Fountainhead Capital, LLC Holmdel NJ US 5.5 
Omnivest Research Corporation Venice FL US 5.6 
Bahr Financial Planning Network, Inc. Pleasanton CA US 5.6 
Snyder Asset Management Fort Worth TX US 5.6 
Nile Capital Management LLC New York NY US 5.6 
Aetas Advisors, LLC 5.6 
Lotus Wealth Solutions, Inc. 5.6 
Marshall Point Advisors LLC 5.6 
Long Shadows Asset Management, LLC Hillsborough CA US 5.6 
Meadows Financial Group Minneapolis MN US 5.6 
Cumberland Hill Capital Management LLC Dallas TX US 5.6 
Strategic Advisors, Inc. San Leandro CA US 5.6 
D/B/A:colley Financial Services Lake Placid FL US 5.6 
Double Alpha Group LLC New York NY US 5.6 
Capital Wealth Advisors, LLC Peachtree City GA US 5.6 
Russell Doe Financial Services Burbank CA US 5.6 
Prime Solutions, LLC Henderson KY US 5.6 
Mansoor, Yasmin 5.6 
Zykofsky, Stephen Mark 5.6 
Community Capital Group, LLC. New Castle PA US 5.6 
Silas William Gassett, Inc. Jacksonville FL US 5.6 
Thomas N. Korenstra Newaygo MI US 5.6 
Financial Independence, Inc, 5.6 
Palisade Investment Advisors, LLC Minneapolis MN US 5.6 
Upstate Financial Group, LLC Mendon NY US 5.6 
Upal OR United Professionals Assoc. Ltd. Tulsa OK US 5.6 
JAS Financial Services, Inc. 5.6 
Richard M Vermeiren, Dba, The Financial Consultant 5.6 
CRH Services LLC 5.6 
Russo Investment Management 5.7 
Kodiak Investment Management LLC Aitkin MN US 5.7 
Simpson Hughes Financial, LLC Caldwell ID US 5.7 
Creative Capital Fiduciaries, LLC Hernando FL US 5.7 
Relevant Financial Planning LLC Goshen IN US 5.7 
Longview Financial Services, LLC New Bern NC US 5.7 
American Financial Planning, Inc. 5.7 
WEC Advisors LP Houston TX US 5.7 
M.A. Whelan Financial Planning Croton on Hudson NY US 5.7 
NBH Investment Management, LLC Matawan NJ US 5.7 
Investment Advisors, Inc. 5.7 
Gerald K Hoyt & Co Los Banos CA US 5.7 
Jataj Wealth Management, LLC Fitchburg WI US 5.7 
The Knodel Group, Inc. Princeton NJ US 5.7 
The Kelt Group, LLC Santa Barbara CA US 5.7 
Strategic Asset Management, Ltd. Westminster MD US 5.7 
Meridian Investment Management, Inc. 5.7 
Sierra Wealth Advisors 5.7 
Cypress Strategies, LLC 5.7 
Laine Financial Group, Inc. 5.7 
Morter Investment Management LLC 5.7 
KVB Capital 5.7 
R.G. Associates, Inc. Baltimore MD US 5.7 
Fossett & Jabin Investment Advisors Cincinnati OH US 5.7 
Bill Mccarthy & Associates Hudson OH US 5.7 
Belforti Investments, LLC 5.7 
Parke Investment Management, Inc. 5.7 
Rising Star Asset Management 5.7 
AEA QP Advisers Inc. New York NY US 5.8 
Investment Planning Services, LLC Janesville WI US 5.8 
Heckman Financial & Insurance Services, Inc. San Jose CA US 5.8 
Maze Investments, LLC 5.8 
Opes Cura Tiburon CA US 5.8 
Southern Trust Securites Asset Management, Inc. Coral Gables FL US 5.8 
Global Financial Advisors, Inc. 5.8 
Thompson Financial Services Cumming GA US 5.8 
Newbury Street Capital LLC 5.8 
Cookson Financial, LLC Excelsior MN US 5.8 
MTB Asset Management LLC New York NY US 5.8 
Yogi Advisors, LLC Washington DC US 5.8 
Geometry Financial Partners, LLC New York NY US 5.8 
New Millennium Venture Partners, LLC Mt. Shasta CA US 5.8 
Emerald Capital, LLC Indianapolis IN US 5.8 
Miller Financial Planning, LLC Alpine CA US 5.8 
Beantown Financial Advisors LLC 5.8 
Insight 2811 GP LLC Troy MI US 5.8 
Crews Capital Management, LP 5.8 
Paramount Wealth Management, LLC Hopewell VA US 5.8 
Ingleside Financial Advisors, LLC Metairie LA US 5.8 
Davinci Financial Planning, Inc. Colorado Springs CO US 5.8 
Coastal Wealth Management, LP Houston TX US 5.8 
Cirrus Asset Management, LLC 5.8 
Pinewood Capital Partners LLC Greenwich CT US 5.8 
Montgomery Brothers, Cappiello, LLC Bethesda MD US 5.8 
Highland Financial Advisory Services 5.8 
J.M. Carter & Co. 5.8 
Long & Associates LLC Chicago IL US 5.8 
Burton A. Johnson Portfolio Management, Inc. 5.8 
Durkin Financial, LLC Cincinnati OH US 5.8 
Hanzel Consulting Group Inc. 5.8 
Pathways Financial 5.8 
Wellspring Financial Concepts 5.8 
Dunham & Associates Financial Planning LLC 5.8 
Hays & Hays, Inc 5.8 
Sundance Wealth Management 5.8 
Burris Financial Services, Inc. 5.8 
William F. Walton & Associates, Financial Consultants, Inc. Longmont CO US 5.8 
Stobba Financial Planning 5.8 
Florissant Investment Advisors,LLC Denver CO US 5.8 
Walstead Associates Investment Advisors, LLC Baytown TX US 5.8 
Skyview Investment Advisors LLC Shrewsbury NJ US 5.8 
CCM Opportunistic Advisors, LLC Houston TX US 5.8 
Eagle Advisory Eugene OR US 5.8 
Pesd Management Ltd St. Peter Port GU 5.9 
FDP Wealth Management, LLC Irvine CA US 5.9 
Alba Asset Management, Inc. 5.9 
Keystone Global Partners LLC 5.9 
Cunningham Investment Management, LLC Reno NV US 5.9 
Integrity & Faith Based Wealth Management West Des Moines IA US 5.9 
Gerald O. Summers, LLC 5.9 
Stephen Douglas Investment Advisory, Inc. Lakewood CO US 5.9 
Foresight Personal Financial Planning, LLC 5.9 
Taylor Financial Services Largo FL US 5.9 
Consolidated Financial Group, Inc. 5.9 
Portsmouth Financial Services San Francisco CA US 5.9 
Courtney Capital Management LLC Old Greenwich CT US 5.9 
B. A. M. Asset Management, LLC Beverly Hills CA US 5.9 
William J. James, Inc. 5.9 
Vantine Investment Management 5.9 
TRJ & Associates, Inc 5.9 
Madison Money Management, Inc. 5.9 
Burt Asset Management, Inc. 5.9 
Turov Investment Group Inc. 5.9 
The Financial Pilot Group, LLC 5.9 
Karmire Financial Group Shelbyville IN US 5.9 
Investor Financial Solutions Huntington Beach CA US 5.9 
Reliant Capital Management, LLC 5.9 
I T B Asset Management, Inc. 5.9 
Langford Investment Company 5.9 
Rumsey Asset Management Irvine CA US 5.9 
Finsand Investment Advisors, LLC 5.9 
H & H Financial Strategies, LLC Denver CO US 5.9 
KL Zech Investments 5.9 
Lifemark Securities Corp. Rochester NY US 5.9 
Eastbrook Capital Group LLC New York NY US 5.9 
Scott Investment Advisors, L.P. Jackson WY US 6.0 
Keats Connelly and Associates Inc. Phoenix AZ US 6.0 
Twenty/Twenty Investments 6.0 
Wave Hill Capital Management LLC Great Neck NY US 6.0 
Creekstone Capital Management, LLC 6.0 
Pure Wealth Management Cerritos CA US 6.0 
Obsideo Capital Management, LLC Tulsa OK US 6.0 
Titanium Advisors, LLC Franklin MA US 6.0 
Arkenstone Financial, LLC Monument CO US 6.0 
Symmetric Wealth Management, LLC 6.0 
Gerritz Wealth Management, Inc. Medford OR US 6.0 
Calyx Capital Advisors, LLC New York NY US 6.0 
Bounds & Co. 6.0 
Asset Strategies Group, LLC Englewood CO US 6.0 
DFB Enterprise Highlands Ranch CO US 6.0 
Milestones Financial Planning, LLC Mayfield KY US 6.0 
Arete Investment Consulting, LLC 6.0 
Bronte Capital Bondi Junction AU 6.0 
Mcpherson Financial Advisors, Inc. 6.0 
Doza Investments, LLC Naples FL US 6.0 
Rich Bain & Co. Winona MN US 6.0 
Voleon Capital Management LP Berkeley CA US 6.0 
Agdeavor Investments Grove City OH US 6.0 
Golden Returns Advisors LLC Morrison CO US 6.0 
Azimuth Financial Planning, LLC Portsmouth NH US 6.0 
Proadvisor Investment Corp. York PA US 6.0 
Melia Wealth Advisory Group LLC Tulsa OK US 6.0 
DFC Wealth Management, LLC Century City CA US 6.0 
NEY Wealth Management Salt Lake City UT US 6.0 
Anvik Advisers LLC Princeton NJ US 6.0 
Tomlin Financial Advisors, Inc. 6.0 
JW Financial Advisors, LLC 6.0 
Performance Investment Management, Inc. 6.0 
Erich Werner Investments, Inc. Gainesville FL US 6.0 
Smyth Landis Asset Management, Inc. North Palm Beach FL US 6.0 
CCF Advisors LLC Rocky River OH US 6.0 
Chandeleur Investment Consulting, LLC 6.0 
Andrews Investment Management Augusta GA US 6.0 
Highland Financial Group, LLC Boca Raton FL US 6.0 
Dunn Investments, LLC 6.0 
The Griffin Group Orinda CA US 6.0 
Hilltop Financial Consulting LLC Hamilton MA US 6.0 
Sharp Financial Concepts LLC Portland OR US 6.0 
Armillary Partners, LLC 6.0 
Whitcraft Capital Management Palo Alto CA US 6.0 
Steeleworks Wealth Management Hiawatha IA US 6.0 
Rufus R. Jeffris Jr- Investments Santa Barbara CA US 6.0 
RKP Investment Advisors 6.0 
Burke, Richard A. San Leandro CA US 6.0 
Abacus Financial Group, LLC Berkeley CA US 6.0 
Astrum Capital Management, LLC San Francisco CA US 6.0 
Lyon and Small Investors, Inc. Emeryville CA US 6.0 
Chester Springs Capital Management, LLC Exton PA US 6.0 
Optimum Financial Planning 6.0 
Cadena Financial Planning & Tax Services San Diego CA US 6.0 
J. Dyhr Capital 6.0 
Beacon Financial Partners Huntington Beach CA US 6.0 
Invested Interests 6.0 
Kintyre Financial Advisors, LLC 6.0 
Covenant Financial Services Palm Harbor FL US 6.0 
Money Manager Review 6.0 
Reinhart Asset Management LLC Toledo OH US 6.0 
James Investment Advisers, LLC 6.0 
Silvergate Capital Management, LLC Denver CO US 6.0 
R L Capital, LLC Overland Park KS US 6.0 
Gunn, Lamar 6.0 
Pinnacle Financial Group, LLC Orlando FL US 6.0 
Catalyst 6.0 
Sasco Investments, LP Houston TX US 6.0 
Global Portfolios, LLC 6.0 
Pendragon Capital Managment, Inc. Fishkill NY US 6.0 
Sanghani Investment Advisors, LLC Boston MA US 6.0 
Owenoke Capital Management, LLC 6.0 
Write Capital Management, LLC Mount Laurel NJ US 6.0 
Sperber, Timothy Paul 6.0 
Megstar Financial Management Inc. 6.0 
Cantebury Capital, Inc. 6.0 
Strategic Investment Services Inc Burlington NJ US 6.0 
Secure Financial Group Colorado Springs CO US 6.0 
Aros Asset Management Orange CA US 6.0 
Sullivan Wood Capital Management, LLC Washington DC US 6.0 
American Money Management, Inc Southgate MI US 6.0 
Logue Financial Planning Hinsdale IL US 6.0 
Coastal Asset Management 6.0 
Reliance Wealth Management Group, LLC 6.0 
Kasper, Alexander L. 6.0 
Clear View Capital Management LLC 6.0 
Charles S. Hersh, Certified Financial Planner Hermitage PA US 6.0 
Zimmerman & Armstrong Investment Advisors Normal IL US 6.0 
Financial Advisory Consultants, LLC Naples FL US 6.0 
LAS Vegas Investment Advisors 6.0 
Eglseder Retirement Specialists, Inc. Easton MD US 6.0 
T.F. Wile & Associates Wayzata MN US 6.0 
Money Matters Minneapolis MN US 6.0 
Stinson Financial Planning 6.0 
Market Logic 6.0 
Abbott & Brennecke Advisors, Inc. 6.0 
Heath Capital Management, Inc. 6.0 
Jody M. Wingrove 6.0 
Sims Financial Services, LLC Wayne PA US 6.0 
Lawrence J. Chazen, Inc. Carmel CA US 6.0 
Clifford Investment Counsel, LLC 6.0 
Dennis Stephen Associates, Ltd. Gilbertsville PA US 6.0 
Chestnut Investment Advisory Glenside PA US 6.0 
Capital Strategies Inc Wilmington NC US 6.0 
Quantum Solutions, Inc. 6.0 
Rita Dubois Financial Services 6.0 
Old School Capital LLC Andover MA US 6.0 
Bledsoe, Nelva Allnutt 6.0 
Navesink Advisors LLC 6.0 
Mark Harris Services 6.0 
Educators Financial Assurance 6.0 
Carney Antell, LLC South Burlington VT US 6.0 
Five Peaks Financial Consulting, Inc. 6.0 
Barnett Investment Counsel, LLC 6.0 
Heritage Capital Management, LLC 6.0 
Fisher Management 6.0 
DRR Capital Management Morgan Hill CA US 6.0 
Financial Insights Fullerton CA US 6.0 
Union Street Partners LLC Alexandria VA US 6.0 
Netherland Securities, Inc. Dallas TX US 6.0 
Church, Gregory, Adams Surities Corp. Decatur GA US 6.0 
Westpeak Global Advisors, L.P. Boulder CO US 6.1 
Cabrillo Capital Management 6.1 
Artemis Wealth Advisors LLC Cleveland OH US 6.1 
Laneve Financial Guidance LLC Lynchburg VA US 6.1 
Kalorama Wealth Strategies, LLC 6.1 
Metanoia Financial, LLC 6.1 
Erskine Financial Advisors 6.1 
Minnesota Valley Investment Advisors LLC Redwood Falls MN US 6.1 
Tomas A. Blanno and Company, LLC Atlanta GA US 6.1 
Leonard Asset Management, Inc. Troy MI US 6.1 
Layline Capital Management LLC Lake Forest IL US 6.1 
Statler Financial Services, Inc. Sebring FL US 6.1 
Orr, Brad L. 6.1 
Goodrich Financial Group, LLC San Diego CA US 6.1 
Wealth Manager Group LLC San Diego CA US 6.1 
Castle Group Investment Counsel, Inc. 6.1 
Great Mountain Capital Management LLC 6.1 
Sound Asset Management, Inc. Brooklyn NY US 6.1 
Alta Cima Advisors, LLC 6.1 
Lawson Investment Advisory, LLC 6.1 
Advanced Investment Strategies, Ltd. 6.1 
Thomas O. Latham, Cpa Eastford CT US 6.1 
Blair Capital Management Corp Chicago IL US 6.1 
Chase Investment Research, Inc. 6.1 
Stybr & Associates 6.1 
EPG Advisory, LLC 6.1 
Steven Young Financial Planning 6.1 
Dobbs Wealth Management Group, LLC 6.1 
Frontier Capital Management, Inc. 6.1 
Evans Financial Planning, Inc. 6.1 
Jackson Securities Incorporated Atlanta GA US 6.1 
Principia Wealth Advisory, LLC 6.2 
Chatham Jr., Henry E. Jackson MS US 6.2 
Retirement Tax Advisory Group Lexington KY US 6.2 
Greenlaw International Management Company LLC 6.2 
Christia LI Roberts Stuart FL US 6.2 
Antone Asset Management, Inc Carlsbad CA US 6.2 
Sollucet Capital LLC Atlanta GA US 6.2 
EDC Financial Services, LLC Lexington KY US 6.2 
Paul R. Kopey & Associates 6.2 
Kevin Gustafson Financial Neenah WI US 6.2 
Thornton Investment Advisors, LLC 6.2 
Sierra Financial Management Co. Sacramento CA US 6.2 
Aequitas Wealth Management, LLC Los Angeles CA US 6.2 
MJM Financial Advisors, LLC 6.2 
Yellowstone Investment Planners, Inc. 6.2 
Pacific Asset Management Roseburg OR US 6.2 
Sam Sinopoli, Registered Investment Advisor 6.2 
Cason Capital Management Ltd. Amarillo TX US 6.2 
Oxford Capital Groupe 6.2 
Single Track Financial, Inc. Woburn MA US 6.2 
Rockwell Global Advisors, LLC 6.2 
Liberty Street Investment Management, LLC 6.2 
Towne Investments LLC 6.2 
Financial & Portfolio Advisors,Ltd. Livonia MI US 6.2 
Solstice Capital Management, LLC Corte Madera CA US 6.2 
Watchmaker Advisors, LLC Overland Park KS US 6.2 
Beacon Hill Ltd. Co 6.2 
Coughlin Associates 6.2 
Thomas Asset Management Alpharetta GA US 6.2 
Creighton James Germeroth Scottsdale AZ US 6.2 
Collins Financial Services 6.2 
Mohawk Asset Management Inc 6.2 
Bellingham Investment Management San Francisco CA US 6.2 
Butler, Bertolina & Eppey, Inc. Upland CA US 6.2 
Multus Investments Coral Gables FL US 6.2 
Bell Rock Asset Management LLC 6.2 
Fiducial Investment Advisors, Inc. Columbia MD US 6.2 
MMC Securities Corp. New York NY US 6.3 
Adams Financial Planning LLC 6.3 
Farah & Associates, Ltd. Winnetka IL US 6.3 
Nebkota Financial Services,LLC 6.3 
Alpine Capital Partners, LLC 6.3 
Madeline Moore Financial Planning Portland OR US 6.3 
Waterford Financial Management, LLC Anchorville MI US 6.3 
Bold Capital, LLC Kalamazoo MI US 6.3 
Seven Hills Financial, LLC Tallahassee FL US 6.3 
Strategic Market Investments L.L.C. Novi MI US 6.3 
Zehnder Wealth Management, LLC St. Cloud FL US 6.3 
Mazda Capital Management LLC 6.3 
Kai Advisors 6.3 
Williams Financial Management, LLC 6.3 
Prefect Management 6.3 
Creative Financial Planning Advisors, Inc. South Bend IN US 6.3 
Wegener, LLC 6.3 
Henry H. Hitch Investments New Canaan CT US 6.3 
Stonebridge Asset Management,LLC Wilton CT US 6.3 
Wealth Strategies Consultants,LLC Easthampton MA US 6.3 
Custom House Capital Corporation 6.3 
Broker One 6.3 
CL&B Capital Management, LLC 6.3 
Resnik Asset Management Co., Inc. Yonkers NY US 6.3 
Benjamin A. Pope III Norfolk VA US 6.3 
Potomac Asset Management, Inc. Woodbridge VA US 6.3 
Christopher B. Morgan Rocklin CA US 6.3 
Verity Investment Counsel, Inc. 6.3 
Midkiff & Stone Capital Group, Inc. 6.4 
Brack Stanford & Associates Inc 6.4 
Legacy Wealth Planning, LLC Overland Park KS US 6.4 
The Diversified Group Bay City MI US 6.4 
Gogate, Uday S. 6.4 
The Marshall Financial Group LLC Baltimore MD US 6.4 
Prestige Management Inc 6.4 
Second Mile Wealth Management, Inc Houston TX US 6.4 
Gerst Capital, LLC Mountain View CA US 6.4 
Watchtower Capital Management LLC San Francisco CA US 6.4 
WE-Care Investment Advisory Group Temple TX US 6.4 
GFN Capital Management Dallas TX US 6.4 
Quantitative Bioequities Management, LLC San Francisco CA US 6.4 
Investment Fund Consulting LLC 6.4 
Simonsen Capital, LLC 6.4 
Evolve Securities, Inc. Austin TX US 6.4 
Ulrich Wealth Management Federal Way WA US 6.4 
Ross Wealth Planning Group, LLC Londonderry NH US 6.4 
Regis Asset Management LLC Westerville OH US 6.4 
Performance Capital Management,Inc. 6.4 
Kent & Associates 6.4 
Chuisano and Albert, L.L.C. Old Bridge NJ US 6.4 
Ipm Baltimore MD US 6.4 
Lee, Kimun San Francisco CA US 6.4 
Vector Consulting & Communications, Inc. 6.4 
Schowalter & Jabouri Financial Services, Inc. St. Louis MO US 6.4 
Ardent Capital L.L.C. 6.4 
Sundance Associates 6.4 
Ariston Capital Management Corp 6.5 
Kravitz Investment Advisory Services 6.5 
S C Parker & Co Investment Advisor Services Williamsville NY US 6.5 
Auxarc Asset Management Company Siloam Springs AR US 6.5 
Karpinski Financial, LLC Scottsdale AZ US 6.5 
Encompass Wealth Management LLC Libertyville IL US 6.5 
Pratt Capital LLC Baltimore MD US 6.5 
Lakshmi Wealth Management, LLC Naperville IL US 6.5 
Assetwise Investments, Inc. LA Mesa CA US 6.5 
Covered Bridge Financial LLC 6.5 
Aptimare Capital Management, LLC Los Angeles CA US 6.5 
Galway Investment Strategy 6.5 
BMW Moneyworks Elgin IL US 6.5 
Clados Management LLC San Mateo CA US 6.5 
Sentinel Investment Advisory Services, Inc Ashland KY US 6.5 
The R.L. Brown Advisory Group, LLC Pleasanton CA US 6.5 
Diamond Wealth Advisors, LLC Beverly Hills CA US 6.5 
GIO Fixed Income Strategies LLC Mountain Brook AL US 6.5 
Secured Retirement Advisors, LLC St Louis Park MN US 6.5 
Arconti Financial Advisors, LLC Danbury CT US 6.5 
Evla Hills Equity Services LLC Mountain View CA US 6.5 
DJD Diversified 6.5 
Sonoma Capital Management 6.5 
Carlton Hall Asset Management, LLC 6.5 
Dollins Financial Solutions, Inc. Long Beach CA US 6.5 
CR Traders, LLC Menlo Park CA US 6.5 
Antonio Steven Andrade Ukiah CA US 6.5 
Matlock Advisors, LLC 6.5 
Advantage Wealth Management, L.L.C. Lafayette LA US 6.5 
Dollins Investment Advisors, LLC 6.5 
Standsure Wealth Management LA Jolla CA US 6.5 
Nickles Investment Advisory 6.5 
NCT Financial Services, LLC Lake Mary FL US 6.5 
Byrum Portfolio Management 6.5 
Clark Planning, Inc. 6.5 
Financial Strategies, LLC Bakersfield CA US 6.5 
FFS Investments, Ltd. Corpus Christi TX US 6.5 
Scrivner Financial Services, LLC 6.5 
New Amsterdam, LLC 6.5 
Bernstein Financial Management 6.5 
NM Greenberg Financial, LLC 6.5 
Gilman Hill Asset Management Westport CT US 6.5 
U-Win Investments Inc. 6.5 
Mohon Capital Management 6.5 
Steven L. Bucksot 6.5 
O'Donnell Portfolio Management, Inc. 6.5 
Hoag Parrish Financial Management Vineland NJ US 6.5 
IRA Peregoff Consulting 6.5 
The Willms Group, A Division of Quant IX Software, Inc. Mequon WI US 6.5 
Florida Investment Advisory Services 6.5 
Bowers Capital Management 6.5 
Cannon & Associates Tacoma WA US 6.5 
American Asset Management San Diego CA US 6.5 
Financial Planning Associates, LLC Bozeman MT US 6.5 
Planning Advisors, Ltd Alexandria VA US 6.5 
MDG Financial Advisors, LLC 6.5 
Katherine Hannah, Cpa, Cfp 6.5 
Konza Capital Advisors Manhattan KS US 6.5 
Timothy Kelly Walsh 6.5 
Drax Asset Management, LLC North Haven CT US 6.5 
Bellwood Capital Fund Advisors 6.5 
Amcore Investment Services, Inc Rockford IL US 6.5 
Integra Financial Management Inc Clearwater FL US 6.6 
WCM Wealth Management, LLC San Antonio TX US 6.6 
Carson Capital Management LLC 6.6 
Mayer Financial Services Group, LLC Baltimore MD US 6.6 
Powerhouse Capital, LLC Atlanta GA US 6.6 
Hackett Financial Group, LLC Wimberley TX US 6.6 
Clear Stream Advisors, Incorporated 6.6 
Ted Prechter, LLC New Orleans LA US 6.6 
Echols Financial Services Cumming GA US 6.6 
Shark Capital Management, LLC Boston MA US 6.6 
Oberstein Wealth Management , Inc. Sherman Oaks CA US 6.6 
Harborview Capital Management, LLC Pasadena CA US 6.6 
Macneil Capital Management 6.6 
Trident Capital Management, LLC Bellevue OH US 6.6 
FM Advisors, LLC Syosset NY US 6.6 
Pro Advisors, Ltd. Dba R J Pickle Financial Services Colleyville TX US 6.6 
Aegis Capital Management, LLC Santa FE NM US 6.6 
Schmidt Advisory Services, Inc. Chicago IL US 6.6 
BKS Investment Services, Inc. 6.6 
FBT Advisors, Inc. New Orleans LA US 6.6 
American Investors Advisors Inc New York NY US 6.7 
M. D. Falk & Company, Inc. 6.7 
Money Methods Amarillo TX US 6.7 
Cumberland Associates Investment Counsel Inc. Toronto Ontario CA 6.7 
Brian Sly and Company, Inc. 6.7 
EPI Alpha Asset Management Co. 6.7 
Odyssey Global Asset Management, LLC Palo Alto CA US 6.7 
Anderson Wealth Management, Inc. 6.7 
Beck Financial Management LLC Florence KY US 6.7 
Chawla Investment Advisors LLC 6.7 
Maher Capital Management, Inc. 6.7 
Flynn Planning Group, LLC Lakeville MN US 6.7 
Cook'S Financial Services, LLC 6.7 
Jackson Financial, Investment & Retirement Services, Inc. Melbourne FL US 6.7 
Cinchpoint Financial Services 6.7 
Fata Patricia 6.7 
NOE Investment Planning and Management 6.7 
Capital Performance Group, Inc. 6.7 
Schneider, Franz 6.7 
Mark Vogel Wealth Management, LLC 6.7 
Kelly & Associates, LLC 6.7 
Sora Associates, LLC Brunswick ME US 6.7 
Hottinger U.S. Inc. New York NY US 6.7 
Lex Talionis Capital Management,LLC 6.7 
Nordberg Investment Management Inc. 6.7 
Buellesfeld Financial Services, Inc. Wellington KS US 6.7 
Opsis Advisory Group 6.7 
Oregon Financial Products & Services, LLC Portland OR US 6.7 
PMK Securities & Research, Inc. Delray Beach FL US 6.7 
Michael H. Combs 6.8 
Island Grove 6.8 
Integrative Financial Strategies Alamo CA US 6.8 
Robert M. Finch Consulting, LLC 6.8 
Kerwin Asset Management, LLC 6.8 
DP Capital Management Inc. 6.8 
Horizon Wealth Group, LLC. San Ramon CA US 6.8 
Osborne Capital Management San Diego CA US 6.8 
Van Hubly Investments LLC 6.8 
Oasis Financial Solutions, Inc South Bend IN US 6.8 
Meehan, Bernard 6.8 
Wealth 360, LLC 6.8 
Alpha Investment Advisors Inc. 6.8 
M5 Capital 6.8 
Rainy Day Planning, LLC Renton WA US 6.8 
Wealth Design Consulting, LLC Laramie WY US 6.8 
Gotham International Advisors, L.L.C. New York NY US 6.8 
Altanes Investments, LLC Mill Neck NY US 6.8 
Spectrum Money Management, Inc. Valhalla NY US 6.8 
D.A. Collins & Co., Inc. Wilton NY US 6.8 
Eagle Point Asset Management, Inc. 6.8 
Assets BY Design, Inc. 6.8 
MM Financial Consultants LLC Coeur D'Alene ID US 6.8 
Structured Portfolio, Inc. 6.8 
Crown Capital Corporation 6.8 
Hensel Capital Management 6.8 
Vandeventer & Company Windham NH US 6.8 
Aydt Investment Management, Inc. Evansville IN US 6.8 
Mindful Investment Management Company Santa FE NM US 6.8 
East Texas Financial/Retirement Consulting Group Winnsboro TX US 6.8 
Cassidy, Kenneth Ross 6.8 
Financial Planning 6.8 
Stein Investment Services 6.8 
Quantos Capital Management, Inc. 6.8 
JMI Financial Services, Inc Canal Fulton OH US 6.9 
Value Monitoring, Inc Menlo Park CA US 6.9 
Obrien John P Investment Management Inc 6.9 
APS Financial Services Corp. Rancho Mirage CA US 6.9 
Systematic Trading, LLC Alamo CA US 6.9 
Bradshaw Capital Management LLC. Syracuse NY US 6.9 
Safeguard Investment Advisory Group Corona CA US 6.9 
Meridan Capital, LLC Seattle WA US 6.9 
Gerald Crochet, Jd, Chfc Little Rock AR US 6.9 
Pacific Edge Investment Management, LLC Mountain View CA US 6.9 
Sibley, Frederic Karl 6.9 
Mesa Management Company LLC 6.9 
Spark Asset Management Group Cornelius NC US 6.9 
Iaas 6.9 
Buie Investment Advisors, LLC 6.9 
Cima Wealth Management, Inc. 6.9 
Chauche & Associates LLC 6.9 
Charles Edward Capital Management LLC 6.9 
191 Godwin Associates, Inc. D/B/A Godwin Capital Management Wychoff NJ US 6.9 
The Gold Company Portland ME US 6.9 
Thomas Financial Services Olmsted Twp OH US 6.9 
R. C. Whitmore Advisors Inc. 6.9 
C M Research Carrollton TX US 6.9 
Matrix Capital Management 6.9 
Engels Investment Advisors, LLC 6.9 
Holt Portfolio Services 6.9 
Scherer Portfolio Management 6.9 
Baron Financial Services Inc Kennesaw GA US 7.0 
Value Trend Capital Management LP EL Cajon CA US 7.0 
Ifsg Planning Associates, Ltd. Ann Arbor MI US 7.0 
Pattern Recognition Management, Inc. Ann Arbor MI US 7.0 
Masland & Barrick Advisory, Inc Camp Hill PA US 7.0 
Welhouse & Associates,Inc. Appleton WI US 7.0 
Rodel Corriente (Sy) LLC 7.0 
Monarch Wealth Management LLC Orlando FL US 7.0 
in Touch Financial Services LLC 7.0 
Blackwatch Financial 7.0 
RNS Holdings LP Houston TX US 7.0 
Trellisent Investments 7.0 
Drexel Morgan & Co. Radnor PA US 7.0 
Strategic Wealth Management, LLC Bend OR US 7.0 
Wealth Management Strategies Group, LLC Winchester VA US 7.0 
Monaco Wealth Management LLC 7.0 
Believers Stewardship Services, Inc. Dubuque IA US 7.0 
The Rockledge Group 7.0 
SIP Financial Services 7.0 
Mullennium Finance LLC 7.0 
Ebner Financial Group 7.0 
Waterford Capital Investment Advisory Services LLC Dallas TX US 7.0 
Zynergy Retirement Planning Redbank NJ US 7.0 
Simplifinancial, Inc. 7.0 
Clark Brothers Investments 7.0 
Celtic Consulting Services, Inc. 7.0 
Piedmont Capital Asset Management LLC 7.0 
Jeffrey M. Schroeder, P.A. Longwood FL US 7.0 
Benchmark Investment Management, LLC 7.0 
Financial Solutions, LLC 7.0 
Alcott Capital Management, LLC New York NY US 7.0 
Nault Financial Group LLC Englewood CO US 7.0 
Crow, Carolyn Eva 7.0 
Lion Resource Advisors Limited London UK 7.0 
Thomas Investment Advisors Newport Beach CA US 7.0 
Peachtree Financial Management, LLC 7.0 
Duckworth Capital Management, Inc. 7.0 
Liberty Gateway Asset Management Co. Jersey City NJ US 7.0 
West Lane Capital Management, LLC Stamford CT US 7.0 
Singh, Shashi S. 7.0 
RSG Financial Group Inc Stockton CA US 7.0 
Schneider Financial Advisors San Francisco CA US 7.0 
Quality Wealth Management Pleasant Hill CA US 7.0 
Bruggeman Capital Management, Inc. 7.0 
Insight Wealth Management, Inc. Gainesville VA US 7.0 
QM Capital, LLC San Francisco CA US 7.0 
Rodney B. Matthews, C.P.A. Ruidoso NM U. 7.0 
Morrill Financial Services 7.0 
Hoctor Financial Group, LLC 7.0 
Clear Asset Management Inc. New York NY US 7.0 
Wells & Wells, LLC Westwood MA US 7.0 
Gonzales & Sisto, LLP Sacramento CA US 7.0 
Wealth Steward Consulting 7.0 
Frontier Capital Partners Kansas City MO US 7.0 
Kairos Asset Management, LLC Atlanta GA US 7.0 
Vautin Investment Management Company LLC 7.0 
Astral Capital Managment, L.L.C. Austin TX US 7.0 
John C. Farrell, Cfp(R), Chfc Delaware OH US 7.0 
Ashland Research, LLC 7.0 
Dedicated Investment Advisers LLC Havertown PA US 7.0 
Action Fund Management, LLC 7.0 
Woods, Kevin J. 7.0 
Jay Lake Investment Management 7.0 
KCD Financial, Inc. Depere WI US 7.0 
Guardian Advisors, LLC 7.0 
Sapphire Capital Management Corp Bal Harbour FL US 7.0 
Joe Carter Beeville TX US 7.0 
RHS & Associates 7.0 
APG Capital Management, LLC 7.0 
Potomac Financial Advisors LLC Chevy Chase MD US 7.0 
Gleneagles Capital Management, LLC Plano TX US 7.0 
Bayfield Investment Management Company, Inc. Beverly MA US 7.0 
Abingdon Capital Management Mclean VA US 7.0 
The Custom Planning Group, L.L.C Northbrook IL US 7.0 
Kaufman Advisory Services, Inc. Reading PA US 7.0 
Despain Investment Solutions, Ltd. Collinsville IL US 7.0 
JWT Investment & Tax Consultants Sagamore Beach MA US 7.0 
Harbor Investment Counsel, Inc. Annapolis MD US 7.0 
First Annapolis Financial Corporation Annapolis MD US 7.0 
Chesapeake Advisors, Inc. 7.0 
Aspetuck Investment Management Corporation 7.0 
Crossroads Financial Designs, Inc. Hunt Valley MD US 7.0 
Network 1 Financial Advisors Inc. Red Bank NJ US 7.0 
Federal Street Advisers, Inc. Stamford CT US 7.0 
Capital Adviser Services Westerville OH US 7.0 
Hacket Asset Management, Inc. 7.0 
Mesecher, Keith 7.0 
Sovereign Financial Services, LLC 7.0 
Accela Capital Management LLC Bethesda MD US 7.0 
Sage Investment Inc. Hanover NH US 7.0 
Jarab, Inc. 7.0 
Conroy Investment Services Great Falls MT US 7.0 
Christensen Asset Management 7.0 
H R Financial Services, Inc. 7.0 
JCM Capital Management 7.0 
Fred Myers, Cpa, P.C. Austin TX US 7.0 
Wealth Management Nw, Inc. Lynnwood WA US 7.0 
Webber, William J. 7.0 
Post Investment Management 7.0 
Fee-Only Investment Advisors, LLC Jefferson City MO US 7.0 
Schwartz Investment Management Co. Dickinson ND US 7.0 
Forza Capital Management, L.L.C. 7.0 
Lakewood Capital Management, Inc. Tomball TX US 7.0 
Andrew John Spillios, Cfp 7.0 
Valor Capital Asset Management LLC 7.0 
Ellison Financial Services 7.0 
City Capital Management L.L.C. Forest VA US 7.0 
Brigham & Associates, LLC 7.0 
Massey Itschner & Company, P.C. Kerrville TX US 7.0 
Becker Financial Services 7.0 
Donald B. Withers, Cpa 7.0 
Thomas W. Buck, Investment Advisor Lakewood CO US 7.0 
Miller Asset Solutions LLC 7.0 
LSW Investing, LLC 7.0 
Novodyn Advisors LLC Houston TX US 7.0 
Dann Asset Advisors, LLC 7.0 
Brill Securities, Inc. New York NY US 7.0 
Trivest Capital Management Inc 7.1 
Chesapeake Capital Management Inc 7.1 
Servant Advisors, Inc. Gatesville TX US 7.1 
Gibson Volatility Management, LLC Richmond VA US 7.1 
Frank Capital Management LLC 7.1 
Vault Financial, LLC 7.1 
Confidential Planning I, LLC Syracuse NY US 7.1 
Wada Capital Management, LLC EL Cerrito CA US 7.1 
JP Oconnell Financial, LLC 7.1 
Fred Lainson Capital Management, LLC 7.1 
Chlebina Capital Akron OH US 7.1 
Kildare Asset Management, LLC Binghamton NY US 7.1 
Triton Financial, LLC Austin TX US 7.1 
Wasatch New Mexico Management Partners, LLC Salt Lake City UT US 7.1 
Mauch Investment Services 7.1 
Summit Partners Iv, L.P. Boston MA US 7.1 
Nichols Capital Management, LLC 7.1 
Ross, Theodore Frederick 7.1 
Stonewater Capital LLC New York NY US 7.1 
Wealth Plus San Rafael CA US 7.1 
Financial Destiny LLC Tulsa OK US 7.1 
Valuation Based Investing, LLC 7.1 
Young Equity Services, Inc 7.1 
FAY Investments & Planning Eau Claire WI US 7.1 
Live Oak Advisors, LLC 7.1 
Estate & Retirement Strategies LLC Tempe AZ US 7.1 
Pathway Planning Inc Brookhaven MS US 7.1 
Heritage Planning & Investing Services, LLC Evergreen CO US 7.1 
Mutual Fund Management Systems Inc. 7.1 
Advantage Financial Services, Inc. Littleton CO US 7.1 
Champaign Investment Company Dublin OH US 7.1 
RJJ Pasadena Securities, Inc. South Pasadena CA US 7.1 
D.B.A. Rpb Asset Management 7.2 
Barnegat Bay Capital Management LLC 7.2 
Hurley Investments, LLC Lehi UT US 7.2 
Windward Capital Huntersville NC US 7.2 
Boa, LLC Mansfield OH US 7.2 
Carroll Wealth Management Inc. Chesterfield MO US 7.2 
Dale Beals Financial Wisdom LLC 7.2 
Trader Wealth Management, LLC Chicago IL US 7.2 
Financial Life Planning, LLC Marlton NJ US 7.2 
Glenmore Financial, Inc. 7.2 
Convexus Advisors San Francisco CA US 7.2 
KPD Management, LLC 7.2 
Kona Asset Management, LLC 7.2 
Firstadvisor, LLC Wilmington DE US 7.2 
Adaero Capital Management, LLC Red Bank NJ US 7.2 
Lillehei Investments, Inc. 7.2 
Greenridge Capital Advisors LLC Greenwich CT US 7.2 
Key Financial Concepts, Inc. Vernon CT US 7.2 
Guidant Planning, Inc. South Pasadena CA US 7.2 
Estate Planning Solutions, Inc. 7.2 
Thein Financial Group Dayton OH US 7.2 
G.M. Kenney & Associates Citrus Heights CA US 7.2 
Mckenna, Inc. Feasterville PA US 7.2 
Premier Capital Advisors, Inc. 7.2 
Chartered Financial Services, Ltd. West Des Moines IA US 7.2 
WL&K Asset Management LLC 7.2 
Luna Investment Services Inc. 7.2 
Capital Directions, Inc. 7.2 
Starmont Capital Ltd. Cedar Rapids IA US 7.2 
Cambridge Asset Management, Inc. Richmond VA US 7.3 
MJC Investment Advisors LLC Cloquet MN US 7.3 
TCP Investments LLC 7.3 
Sims Financial Advisors, Inc. 7.3 
Finesse Funds, LLC Basalt CO US 7.3 
Van Nostrand & Associates, Inc. San Diego CA US 7.3 
Fee-Only Financial Planning 7.3 
Stephen R Williams Investment Advisor, Inc. Tallanassee FL US 7.3 
Swan Advisors, LLC 7.3 
Inspire Capital Management LLC Maitland FL US 7.3 
Anderson Advisory, Inc. 7.3 
Nightwatch Capital Advisors, LLC Provo UT US 7.3 
MDC Financial Consulting, LLC 7.3 
Thomas J. Bird, Jd, Cfp Radnor PA US 7.3 
Jefferson Asset Management 7.3 
Bluechip Financial Planning, Inc. Richardson TX US 7.3 
Pan Amaerican Financial Advisors San Antonio TX US 7.3 
Credit Suisse Global Opportunities Advisors LLC New York NY US 7.3 
Appleton Investment Management Inc. Plymouth WI US 7.3 
Shaffer Capital Management/LLC 7.3 
Moseman & Associates 7.3 
Premier Investment Management Inc Clearwater FL US 7.4 
Life Financial Planning, LLC 7.4 
Broad Reach Wealth Management, LLC Sarasota FL US 7.4 
BOB Brakeman Enterprises LLC 7.4 
Bigelow Municipal Bond Advisers, LLC Denver CO US 7.4 
Prospero Institute For Investors, Inc Alexandria MN US 7.4 
Legacy Wealth Partners, LLC Overland Park KS US 7.4 
Maletis, James George 7.4 
Modern Capital Associates, Inc. Jericho NY US 7.4 
Wealthcare Financial Advisors 7.4 
Perlberg Falkenberg Investment Management Inc 7.4 
Ascension Investment Advisors Elkins Park PA US 7.4 
Snyder, Jr., Arthur 7.4 
Zawitz Investment Management Co. 7.4 
Retirement Specialist Houston TX US 7.4 
Dick Graham Associates San Antonio TX US 7.4 
RT Jones Capital Equities Inc St Louis MO US 7.4 
DE Mayo Financial 7.5 
Valhalla Investment Advisory, Inc. Cincinnati OH US 7.5 
AIM Advisors Beaverton OR US 7.5 
LFS Ria, LLC 7.5 
GTP Financial Allen TX US 7.5 
Marsh Asset Management, LLC 7.5 
Billstein Financial Services 7.5 
Revere Partners Investment Adviser LLC 7.5 
Beacon Asset Management Owensboro KY US 7.5 
Lake Advisory Group, Inc. The Villages FL US 7.5 
Alfred Capital Management, LLC San Diego CA US 7.5 
Miller Wiggin & Associates, Inc. Fort Lauderdale FL US 7.5 
Truepath Financial Planning Albuquerque NM US 7.5 
Mangan Wealth Management Seattle WA US 7.5 
Foster Rogers Wealth Mgmt Group, LLC Charleston SC US 7.5 
Weiss Financial Services, Inc. 7.5 
Cadence Financial Advisors, LLC Dallas TX US 7.5 
Hather, Robert K 7.5 
Spencer Smith Asset Management, Inc. 7.5 
Traver Financial Consulting Network PA 7.5 
Family Office Services, Inc. Irvine CA US 7.5 
Wealth Builders Financial Group LLC Westminster MD US 7.5 
Sirius Advisors LLC 7.5 
Family Financial Planners, Inc. Fruitland Park FL US 7.5 
Gerring Wealth Management LLC. 7.5 
Robert C Armanino Vallejo CA US 7.5 
Western Reserve Capital Management, LP Dallas TX US 7.5 
Elliot Investment Management, LLC 7.5 
Schulz Financial, LLC 7.5 
Salter Asset Management Thomasville GA US 7.5 
Berkshire Asset Management, Inc. 7.5 
Sierra Financial Planning & Asset Management Roseville CA US 7.5 
Ward Capital Management, Inc. 7.5 
Spectrum Investment Services 7.5 
Eric Brosio, Investment Adviser 7.5 
Richard A. Stebbins Cpa Cfp Cmfc 7.5 
Hanold Asset Management, LLC 7.5 
Gordon & Associates Financial Advisors, Inc. Tampa FL US 7.5 
Vinkemulder Financial L.L.C. 7.5 
Strategic Financial Planning 7.5 
Quantum Wealth Management St. Louis MO US 7.5 
Gant Investment Advisors, Inc. Toledo OH US 7.5 
Valeriano & Associates, Inc. Carnegie PA US 7.5 
Edman Global Investment Management LLC 7.5 
Klotovich, Martin Louis Bozeman MT US 7.5 
First Financial Advisors Orem UT US 7.5 
Financial Planning Consultants, Inc. Overland Park KS US 7.5 
Gateway Financial Group, Inc. Richmond VA US 7.5 
Southlake Capital Advisors, Inc. 7.5 
Investment Advisory Services Fargo ND US 7.5 
Beacon Investments 7.5 
Sheila Jeanne Graham, Cfp Upland CA US 7.5 
Austin Lemoine Capital Management Palo Alto CA US 7.5 
Financial Control Services Stamford CT US 7.5 
Symphony Partners Advisory Ltd., LLC Dublin OH US 7.6 
Sage Financial Advice 7.6 
Mehney Financial Services, LLC 7.6 
Evolution Capital Advisors, L.L.C. The Woodlands TX US 7.6 
Ruszat, George A. 7.6 
Alliant Capital Management LLC 7.6 
Xerxes Financial Springfield VA US 7.6 
Campbell & Associates Winter Haven FL US 7.6 
Oceanstone Capital Management, Inc 7.6 
Wealth Managememt, Inc. 7.6 
Upstate Advisors Group North Syracuse NY US 7.6 
BDA Financial Advisory Services, Ltd. Dallas TX US 7.6 
Monmouth Investment Advisors, LLC 7.6 
Wyatt, Bradley Braton 7.6 
Delta Advisory 7.6 
Sapient Asset Advisors LLC 7.6 
Venn Wealth & Benefit Services, LLC Altoona PA US 7.6 
Preston Financial Services, Inc. 7.6 
Morrison Asset Management, LLC 7.6 
Fraser Financial 7.6 
Landfall Financial Advisors, Inc. 7.6 
Gold Leaf Capital Management, Inc. 7.6 
Hutchins Allen and Company Kitty Hawk NC US 7.6 
Old Dominion Asset Management Inc. Midlothian VA US 7.6 
Curran Financial Services Menlo Park CA US 7.6 
Bohlen, Chapman & Associates, Inc. 7.6 
NAN M. Zimdars, Inc. Madison WI US 7.6 
Blue Chip Financial Planning, LLC 7.6 
Zales Investment Management, Inc 7.6 
Weiss, Douglas S. 7.6 
The Jenkins Advisory, LLC Memphis TN US 7.7 
Bushido Capital Partners LLC Washington DC US 7.7 
Portfolio Management & Research, Inc. Gainesville FL US 7.7 
Rubicon Wealth Advisors, LLC 7.7 
Sellers Asset Management Group, LLC Kenosha WI US 7.7 
Azim, Shirley Brokaw Yuba City CA US 7.7 
Legacy Group Tyler TX US 7.7 
Athena Financial Group, Inc. 7.7 
CPA Portfolio Advisors, LLC Osprey FL US 7.7 
Errol Martin 7.7 
O'Brien, Anne B. 7.7 
Potkul Capital Management, LLC Parsippany NJ US 7.7 
Christian Values Investing Inc. Statesboro GA US 7.7 
Group W Investment Management LLC Bozeman MT US 7.7 
Glatt and Associates, LLC 7.7 
Cornerstone Financial Advisors Ltd. Las Vegas NV US 7.7 
Laguna Capital Management 7.7 
AFC Advisory Corporation Flossmoor IL US 7.7 
Thinkgrowth, Inc. Hopkinton MA US 7.7 
Aberdeen Investment Management, LLC Dallas TX US 7.7 
Laywell Financial Resources 7.7 
Comprehensive Physicians Retirement Investing 7.7 
Henry Spencer Badet Banzhaf 7.7 
Coit-Gemmer Capital Management Walnut Creek CA US 7.7 
MC Financial Management, Inc. 7.7 
Ron Niederpruem, LLC 7.7 
MKS Investment Management, Inc. 7.7 
Willard B Saperston, Inc. Hamburg NY US 7.8 
Stonebridge Capital Management III LLC West Caldwell NJ US 7.8 
Walnut Hill Advisors, LLC Medford MA US 7.8 
Dolan Partners LLC Alamo CA US 7.8 
Skeldale Capital, LLC 7.8 
Sidoxia Capital Management, LLC Newport Beach CA US 7.8 
Prime Asset Management, LLC Cupertino CA US 7.8 
Boston Mountain Money Management, Inc. Rogers AR US 7.8 
JD Powers Financial Services, Inc. Knoxville TN US 7.8 
Magis Capital Management LLC 7.8 
The Brock Group, LLC Bloomfield Hills MI US 7.8 
Messimer Financial Services, Inc. Johnson City TN US 7.8 
Salisbury Capital Advisors, LLC Los Angeles CA US 7.8 
Fact Investments, Inc. 7.8 
Rose Asset Management, LLC 7.8 
Virji Investments, Inc. Heathrow FL US 7.8 
Holt Investment Advisors Manhattan Beach CA US 7.8 
Geyer Investment Advisors 7.8 
Seaton Financial Advisors, LLC 7.8 
Pacific Wealth Care Inc. 7.8 
Sporl & Company 7.8 
Armstrong Financial Strategies Danbury CT US 7.8 
Griffin Financial Services Delmar NY US 7.8 
Naylor & Co., LLC 7.8 
Wealth Counselors of New Mexico LLC 7.8 
Hart Asset Management Group, Inc. Denver CO US 7.8 
Prescott Financial Management, Inc. Danville VA US 7.8 
World Choice Securities, Inc. Bedford TX US 7.8 
Matthew J. Williams 7.9 
Castle Investment Management, LLC 7.9 
PV Advisors Gp, LLC Scottsdale AZ US 7.9 
Moonstone Asset Management, Inc. Northbrook IL US 7.9 
Peak Wealth Management, LLC 7.9 
Soma Asset Management LLC San Francisco CA US 7.9 
Rockridge Capital LLC 7.9 
CCM Private Client Group. Inc. 7.9 
Brousseau, Ernest J. Manchester CT US 7.9 
Resource Management Advisors Grand Rapids MI US 7.9 
RWS Financial Group, LLC Livonia MI US 7.9 
Retirement Distribution Planning, Inc. Marlborough MA US 7.9 
Red Rock Capital Advisors, LLC Hibbing MN US 7.9 
Thomas Dent Investments, Inc. 7.9 
Foley Investment Management, Inc. Cleveland OH US 7.9 
B4 Financial Planning 7.9 
Coast Capital Management 7.9 
Crawford Advisory Group, LLC Austin TX US 7.9 
Traverse Capital Management 7.9 
GMG Asset Management, Inc. 8.0 
Trident Wealth Advisors Bay Head NJ US 8.0 
Alpha Global Investments San Diego CA US 8.0 
Linx Equities, LLC 8.0 
Quest 10 Wealth Builders, Inc. Fuquay-Varina NC US 8.0 
Wolfson Wealth Management 8.0 
Feinberg Capital Advisors LLC 8.0 
Kopion Asset Management, LLC 8.0 
RSD Advisors 8.0 
Cavu Wealth Advisors Walnut Creek CA US 8.0 
Seaworthy Investments 8.0 
Daniel J. Disimile Cfp, LLC Van Nuys CA US 8.0 
Skyline Financial Northwest Portland OR US 8.0 
Alpine Asset Management, LLC 8.0 
Welsh Money Management LLC San Elijo Hills CA US 8.0 
CZP Associates Weston CT US 8.0 
Wealthbridge, Inc. Honolulu HI US 8.0 
Maynard Investment Management, LLC New Orleans LA US 8.0 
Jade River Capital Management, LLC 8.0 
Pullaro Financial Services, Inc. Lutz FL US 8.0 
T.L. Eddy Financial Services, Inc. 8.0 
Brokaw Investment Advisors, Inc. Lakeland FL US 8.0 
Profit Financial LLC Findlay OH US 8.0 
Mirzam Asset Management, LLC Jupiter FL US 8.0 
Hodskins Financial Management, LLC 8.0 
Family Financial Planning, LLC 8.0 
Aria Corporation 8.0 
Hugon Capital Management, L.P. Fort Worth TX US 8.0 
Daniel E Sutton, Cfp Roseville CA US 8.0 
Advanced Retirement Strategies Inc. Palm Desert CA US 8.0 
Lottman Financial Group Monrovia CA US 8.0 
Kurt Oelze, LLC 8.0 
D/B/A Revolution Capital 8.0 
Olympian Capital Management, LLC Fort Lauderdale FL US 8.0 
The Wilkes Johnson Comprehensive Planning Institute Binghamton NY US 8.0 
Strategic Financial Alliance, LLC Canton MA US 8.0 
Groom Financial Advisory 8.0 
Spencer Brook Asset Management, LLC Concord MA US 8.0 
Executive Planning Associates Ridgewood NJ US 8.0 
Spring Creek Investment Advisors, Inc. Newtonville MA US 8.0 
Hadley Associates 8.0 
Maguire & Moore Capital Advisors, Inc. New York NY US 8.0 
The Jenkins Group Albany GA US 8.0 
Pasnau Investment Management, Inc. New Milford CT US 8.0 
Beacon Hill Financial 8.0 
Williams, Steven Joel Santa Monica CA US 8.0 
T.A.BERTHEL Advisory Services, L.L.C. 8.0 
Richard J. Swiat, Ltd. 8.0 
Baker & Company Advisory Group Inc Decatur IL US 8.0 
Evergreen Financial Services & Insurance, Inc. 8.0 
Success Financial Advisors, LLC Henderson NV US 8.0 
R.F. Thompson Investment Advisors, Ltd. 8.0 
Wilson & Browning, Inc. Mayfield Heights OH US 8.0 
Portfolio Diversification Group Schaumburg IL US 8.0 
Katir, Easan 8.0 
Ostrom & Associates King of Prussia PA US 8.0 
Magarian, Richard Dean 8.0 
Brentwood Advisors, LLC Bethel Park PA US 8.0 
N.C. Money Management, Inc. Raleigh NC US 8.0 
LKB Investment Management, L.L.C. 8.0 
White Pine Investments Wolfeboro NH US 8.0 
Strategic Asset Management Tacoma WA US 8.0 
Registered Investment Advisor 8.0 
C. P. S. Advisors, Inc. St. Peters MO US 8.0 
Felix Garcia, Ria 8.0 
Embarcadero Capital Management LLC San Francisco CA US 8.0 
Hayes Investment Management 8.0 
Financial Planning Services, Inc Madison WI US 8.0 
Welsh Money Management 8.0 
Orlando Investment Partners Winterpark FL US 8.0 
Lewellyn Financial Management Medford OR US 8.0 
Clarity Wealth Development, LLC Corvallis OR US 8.0 
Horton, Troy W. 8.0 
Winiecki Wealth Management 8.0 
Heissler Financial, LLC Gresham OR US 8.0 
Retirement Portfolio Management, LLC Las Cruces NM US 8.1 
O'Connor Wealth Management, LLC 8.1 
American Capital Planning, LLC 8.1 
Cypress Financial Planning 8.1 
JCM Advisors of Crystal River, LLC Hernando FL US 8.1 
The Carroll Group, Inc. Atlanta GA US 8.1 
Brahma Capital Management, LLC 8.1 
Essential Financial Ltd 8.1 
Centennial Wealth Advisory, LLC Traverse City MI US 8.1 
Eisenberg Financial Advisors Los Angeles CA US 8.1 
Heritage Benefits Investment Management, LLC Bellevue WA US 8.1 
Morgan Financial Incorporated Boyertown PA US 8.1 
Viking Asset Management 8.1 
William Allan, LLC 8.1 
Ivy Ridge Asset Management, LLC 8.1 
Pine Cone Capital 8.1 
Modern Asset Management LLC Columbus NE US 8.1 
Comprehensive Financial Planning, Inc. Durango CO US 8.1 
RIM Associates, Inc New York NY US 8.1 
Atlas One Financial Advisors, LLC Miami FL US 8.1 
Townsend Investment Management 8.1 
Jessnick Capital Management,LLC San Francisco CA US 8.1 
Upland Capital Management, LLC Ridgefield CT US 8.1 
Barrett Capital Management, Inc. Rochester NY US 8.1 
Big Sky Asset Management LLC San Ramon CA US 8.1 
Flood, Bumstead, Mccready & Mccarthy, Inc. Nashville TN US 8.1 
Financial Spectrum Inc. 8.1 
Poling Capital Management, LLC 8.1 
Katherine Lewis Bedinger 8.1 
CFO Solutions of Arizona LLC Scottsdale AZ US 8.1 
Felix Financial Advisors, Inc. Dearborn MI US 8.1 
Pegasus Group, LLC Montebello NY US 8.1 
Meridian Financial Group, Inc. Portland OR US 8.1 
Asset Management Services Group, Inc. 8.1 
Davinci Capital Management Inc. Cambridge MA US 8.1 
Alphastream Portfolios, Inc. Savannah GA US 8.2 
Lashbrook Financial Advisors PA FT Lauderdale FL US 8.2 
Canyon Row Capital, LLC 8.2 
Vectorglobal Iag, Inc. Miami FL US 8.2 
Imhaus Investment Advisors LLC 8.2 
Retirement & Estate Plan Services, Inc. 8.2 
Trasatti Wealth Planning, LLC Glen Burnie MD US 8.2 
York Street Capital Advisors 8.2 
Majestic Oak Financial 8.2 
Kingwest Advisors Inc. Toronto, Ontario CA 8.2 
JP Harper Investments Alton IL US 8.2 
Inverlochy Capital 8.2 
Joerger Financial Management, Inc. Los Altos CA US 8.2 
Oak Harbor Financial San Diego CA US 8.2 
MFG Investments, LLC Medford NJ US 8.2 
Thomas Jones Financial LLC St. Clair Shores MI US 8.2 
YQA Capital Management, LLC Wheaton IL US 8.2 
Gramercy Capital Management 8.2 
Rasmusson Financial Group, Inc. Omaha NE US 8.2 
Raymond Wealth Management Tucson AZ US 8.2 
All Weather Portfolio Management, Inc. Laguna Hills CA US 8.2 
Gary M. Martinez Mulvane KS US 8.2 
FJP Portfolio Management Irvine CA US 8.2 
State Street Advisors, Inc. Dallas TX US 8.2 
Batley & Associates 8.2 
Sea Lane Advisory, LLC Pleasanton CA US 8.2 
Dreskin Gillman & Granet, Inc. Fairfield NJ US 8.2 
Rowen Capital Management, LLC 8.3 
Camco 8.3 
Millstein Advisors, LLC 8.3 
FMR Wealth Management, LLC Orlando FL US 8.3 
Heritage Wealth Strategies, LLC 8.3 
Windward Asset Management, LLC 8.3 
IAM Financial Okemos MI US 8.3 
Structured Portfolio Solutions, LLC 8.3 
Helix Capital Management, LLC Oklahoma City OK US 8.3 
American Tax & Financial Group, LLC Alpharetta GA US 8.3 
Stratford Advisory Group, Inc. Chicago IL US 8.3 
Taurus Capital Management, LLC Portland OR US 8.3 
Williams Asset Management, LLC 8.3 
Fichter & Co. Investors Duxbury MA US 8.3 
Questis Charleston SC US 8.3 
Upper Quadrants Capital Management, LLC Chicago IL US 8.3 
Insight Asset Management 8.3 
Rockdale Associates, Inc. Ocean NJ US 8.3 
Sorum Financial Lebanon OH US 8.3 
Tango Capital Management, Llc.(tcm) 8.3 
R.L. Paler Investment Advisors, LLC 8.3 
Millenium Financial Services 8.3 
Sanford, Baumeister Frazier, P.C. Fort Worth TX US 8.3 
Cain Asset Management Corporation New York NY US 8.3 
Guardian Capital Inc Mukilteo WA US 8.4 
Trend Modus Capital Management LLC Overland Park KS US 8.4 
Pillar Index Advisors Saratoga Springs UT US 8.4 
TRW Capital Management, LLC Los Angeles CA US 8.4 
Orchard Park Capital, L.L.C. Princeton NJ US 8.4 
Thomas M. Zalla, Cfp, Phd. 8.4 
Edward R. Wildman, Cpa, LLC Coral Springs FL US 8.4 
Schuylkill Financial, LLC Reading PA US 8.4 
Rose Valley Asset Management LLC Springfield PA US 8.4 
Gelber Consulting Corp. Miramar FL US 8.4 
DMG Capital, LLC 8.4 
Summitcrest Capital Inc. San Francisco CA US 8.4 
C.A.R.E. Asset Management and Strategies, Inc. 8.4 
Perkins, Daniel M Roseland NJ US 8.4 
Continental Nine Financial 8.4 
Capital Management Group, LLC Chattanooga TN US 8.4 
Seco Capital Management Wildwood MO US 8.4 
Seattle Asset Management, Inc. 8.4 
E Capital Management 8.4 
Binsfield Capital Management Duluth MN US 8.4 
Guess Money Management 8.4 
J.D. Senseney & Associates, Inc. 8.4 
Blueprint Financial Services, Inc. Arvada CO US 8.4 
Mary J. Spitler, M.S. Laramie WY US 8.4 
Donadio Money Management 8.5 
Providence Investment Advisors, LLC Wilmington NC US 8.5 
Brennan Wealth Advisors, LLC Dallas TX US 8.5 
Insight Wealth Strategies, LP Irvine CA US 8.5 
Perry Investment Management, LLC 8.5 
Suckstorf Financial Consulting, LLC 8.5 
Cap Partners, LLC Franklin TN US 8.5 
WP Asset Management Corporation Greenwood Village CO US 8.5 
North Nassau Advisors, LLC Syosset NY US 8.5 
Carlisle Financial Management, LLC 8.5 
Williams Wealth Management Portland OR US 8.5 
Broadreach Capital, LLC Ponte Vedra Beach FL US 8.5 
Click Capital Management, LLC Jupiter FL US 8.5 
Freeman Global Investment Counsel 8.5 
Clean Energy Asset Management, LLC 8.5 
Boston Investment Trust Management, Inc. Boston MA US 8.5 
Lamont Trading Advisors, Inc. Decatur AL US 8.5 
Larson, Orlan Blaine 8.5 
Kilzer Wealth Management Carmel CA US 8.5 
Sonoma Asset Management 8.5 
Resources, Estates, Assets, Planning 8.5 
Lennox Financial Swampscott MA US 8.5 
Main Street Financial Advisors 8.5 
Eastman Associates 8.5 
Brooks Investment Advisory Service 8.5 
Neopolitan Capital Group, LLC Morristown NJ US 8.5 
Osborne Global Investors, Inc. Odessa MO US 8.5 
Ceres Financial Group, Inc. Stoughton MA US 8.5 
Wealth Advisory Associates Clearwater FL US 8.5 
Stephen A. Dipisa Registered Investment Advisor 8.5 
Eljay Investment Company 8.5 
Russ Kaplan Investments Omaha NE US 8.5 
Digiorgio Financial Advisors, Inc. Mckeesport PA US 8.5 
Bullock Capital Management, Inc. Gardnerville NV US 8.5 
Bauer Financial Services, Inc. 8.5 
The Financial Service Group Greenville NC US 8.5 
Hallman & Mcquinn Capital Management, Inc. Mokena IL US 8.5 
Sierra Capital Group 8.5 
Gary A. Dossick $ Associates San Rafael CA US 8.5 
Pulsifer & Associates Ipswich MA US 8.6 
Castle Rock Money Management LLC 8.6 
401(K) Certified Independent Investment Advisors, LLC Boca Raton FL US 8.6 
Telegraph Capital Management L.P. San Francisco CA US 8.6 
Fortress Wealth Management, LLC 8.6 
Lord Capital Management LLC 8.6 
RMC Financial Advisors, LLC Davis CA US 8.6 
Mission Investments LLC Chicago IL US 8.6 
Prutzman Wealth Management Reno NV US 8.6 
Smith Financial Advisors Inc. Wheaton IL US 8.6 
Brigantine Capital Partners, LLC New York NY US 8.6 
C2G Capital Management LLC 8.6 
Scott & Associates Investment Advisory Services St. Helena CA US 8.6 
Turner Financial Group, Inc. Pace FL US 8.6 
Jervis Alternative Asset Management Co. (Jaamco), LP 8.6 
Bond Fund Resources Management, L.P. Houston TX US 8.6 
CMN Financial Services, Inc. Nashville TN US 8.6 
Buttfield & Associates 8.6 
Aliquot Capital, LLC Batavia IL US 8.6 
SR Financial Services, Inc. 8.6 
Patrick Money Management Co. Hamilton OH US 8.6 
Mountain Spruce Investment Management, Inc. 8.6 
Mcdermott Financial Services 8.6 
Alexander Perry Corporation Montross VA US 8.6 
K.L. Baird Asset Management Bothell WA US 8.6 
James Capital Management, LLC 8.6 
Ryan Capital Advisors, LLC 8.6 
Bell Financial Management Corporation Portland OR US 8.6 
Kenneth J. Ruder Investment Advisor Centennial CO US 8.6 
IBN Financial Services, Inc Liverpool NY US 8.6 
Raleigh Securities Inc 8.7 
Stephenson and Company San Clemente CA US 8.7 
Cascade Wealth Management, LLC Lake Oswego OR US 8.7 
Thurn Financial Planning, LLC Lexington KY US 8.7 
Sound Asset Management, Inc. Mason OH US 8.7 
Managemy401k.com, LLC New Port Richey FL US 8.7 
Kyleshill Financial Planning 8.7 
Alba Capital Management Whitefish MT US 8.7 
Norwottuck View Investment Management, LLC 8.7 
Jackson Financial Advisors, Inc. Newton MA US 8.7 
Leland A. Parker & Associates, Inc. 8.7 
Dwojeski, John J 8.7 
Payne Financial Management, L.L.C. Atlanta GA US 8.7 
K & M Associates, LLC Ballston Spa NY US 8.7 
Eric Krone Associates, Inc. New York NY US 8.7 
Sizemore Financial Services Decatur GA US 8.7 
Capital Advisor Management 8.7 
Capital Financial Group, Inc. Boise ID US 8.7 
JCM Capital Management, Inc. Arlington TX US 8.7 
Life Planning Agency, Inc 8.7 
AB Hhelio Associates, Inc. Marina Del Rey CA US 8.7 
First Light Financial 8.7 
JR Snell Capital Management, LLC 8.7 
Bernhard Capital Management Guilford CT US 8.7 
Legacy Financial Solutions, Inc. Manchester NH US 8.7 
Robert Dolf Tollen 8.7 
Steve P. Hagan & Associates Mexico MO US 8.7 
Witt Financial Advisors, Inc Centennial CO US 8.7 
Latham Personal Asset Management Colorado Springs CO US 8.7 
Legacy Trust Advisors Lake Mary FL US 8.7 
WHN Investor Services, Inc. Brookfield WI US 8.8 
Pinnacle Equity Management Inc St Louis MO US 8.8 
Remington Wealth Management LLC Louisville KY US 8.8 
Garth & Brown Investment Management, LLC Chattanooga TN US 8.8 
Klaren Capital Charlottesville VA US 8.8 
Boardwalk Capital Management, Inc. 8.8 
Reachcapital Management, LP Harrison NY US 8.8 
Sorenson Investments 8.8 
WC Capital Management, LLC Greenbrae CA US 8.8 
Hargrave & Associates, LLC Riverside CA US 8.8 
J Cubed Financial, Inc. 8.8 
The Burge Company 8.8 
The Mcgriff Alliance Birmingham AL US 8.8 
Hill Financial Advisors 8.8 
North & Company, LLC 8.8 
Healy Capital Management, LLC Alpharetta GA US 8.8 
Karagosian Financial Services, Inc New York NY US 8.8 
Wealth Enhancement & Preservation, Inc. Westlake Village CA US 8.8 
Capital Strategies Group, Inc. Richmond VA US 8.8 
Sunrise Investment Services, Inc. 8.8 
Barnes & Brock Financial Services , LLC Chesapeake VA US 8.8 
Weil Associates, Inc. 8.8 
Sabre Value Advisors LLC Santa Barbara CA US 8.9 
Newcastle Financial Advisors Fullerton CA US 8.9 
Cornerstone Capital Management, LLC 8.9 
Guilmette & Company Inc Framingham MA US 8.9 
Preferred Asset Management, LLC Providence RI US 8.9 
Schonberg, Elliott Allen 8.9 
Jurkiewicz, Christopher New York NY US 8.9 
CTM Financial, LLC 8.9 
Investment Dynamics Consulting Group, LLC Kailua-Kona HI US 8.9 
Team Financial Resources, Inc. Mount Olive NC US 8.9 
R.O.S. Asset Management 8.9 
Minder Narusiewicz, Inc. Mendota Heights MN US 8.9 
Drexel Hamilton Investment Partners, LLC New York NY US 8.9 
Portfolio Analytics Inc Southfield MI US 9.0 
Trinity Asset Management, Inc. 9.0 
Robert Jackson & Associates, Inc 9.0 
IFS Investors Services Inc Bowie MD US 9.0 
Scenic Wealth Management, LLC 9.0 
Ascent Financial Advisors 9.0 
Ronald R Geiger LLC 9.0 
Madison Financial Group, LLC 9.0 
Aristides Capital LLC 9.0 
Justice Financial Advising, Inc. Bisbee AZ US 9.0 
Ferraro, Higginbotham & Hayes, P.A. Brandon FL US 9.0 
8808 Corporation Key Biscayne FL US 9.0 
Roda Investment Management, LLC 9.0 
Hennessy Financial Services 9.0 
Sigma Asset Management, L.L.C. Chicago IL US 9.0 
Ascension Capital Management San Mateo CA US 9.0 
Song Asset Management Co. LLC 9.0 
Macroservice Inc. 9.0 
Alan Baer Investment Advisory, LLC 9.0 
Vision Specialist Group, LLC 9.0 
Quest Financial Services, Inc. 9.0 
Epiqwest Financial Coporation Lafayette CO US 9.0 
Pioneer Wealth Management Group, Inc 9.0 
DE LA Motte Investment Services San Luis Obispo CA US 9.0 
Anovest Investment Advisors, Inc. Marietta GA US 9.0 
Tricord Investment Advisors, Inc. Kennesaw GA US 9.0 
Darda Wealth Management Winston-Salem NC US 9.0 
Ebg Clayton MO US 9.0 
Penn Financial Group LLC 9.0 
Camilleri Financial Group West Caldwell NJ US 9.0 
Innovative Financial Consultants 9.0 
Hamilton Fisher Wealth Management Richland WA US 9.0 
Amoeba Growth Management LLC Greenville SC US 9.0 
Fleming Financial Advisors, Inc. 9.0 
Lifetime Strategies, LLC Griffin GA US 9.0 
Wealth Strategies of America,Inc. Mineola NY US 9.0 
Hcbh Investment Advisors, Inc. Blakely GA US 9.0 
Moldenhauer & Company, Inc. Tyrone GA US 9.0 
Seiwell Advisors, LLC 9.0 
M & I Financial Planning Services 9.0 
Crown Financial Group, Inc. Arlington Heights IL US 9.0 
Individual Asset Management, Inc San Francisco CA US 9.0 
Retirement Investment Advisory, Ltd. Rolling Meadows IL US 9.0 
Anthony Petsis & Associates Inc. Newtown PA US 9.0 
Financial Investment Consultants, Inc. Chicago IL US 9.0 
The Mccormick Group, LLC Indianapolis IN US 9.0 
Randall L. Kryszak, Cpa, PC Boulder CO US 9.0 
DJS Advisers, Inc. Pittsburgh PA US 9.0 
Marshall Plan Advisors, LLC 9.0 
Quatkemeyer Jr. Assoc. Agency, Inc. 9.0 
Primarius Capital LLC Oakland CA US 9.0 
Lee C. Arbogast, Inc. Oklahoma City OK US 9.0 
Vernon Management Group, Incorporated Richm0nd VA US 9.0 
Andre Caubarreaux 9.0 
Basil Mcrae & Associates, Inc. Chesterfield MO US 9.0 
Wertime Financial Services, Inc. 9.0 
Norman R. Davis Houston TX US 9.0 
Frederic A. Gottschalk 9.0 
Tag Virgin Islands, Inc. St. Thomas VI US 9.0 
TBK Capital Limited Piedmont CA US 9.0 
Alpha Capital Funds Management Atlanta GA US 9.0 
Desert Rose Capital Management Inc. 9.1 
South Beach Capital Management, LLC Bainbridge Island WA US 9.1 
J Heck Investments LLC Menlo Park CA US 9.1 
Northstar Equities, LLC 9.1 
Harrison Lazarus Advisors, Inc. 9.1 
Cressman Investment Management, L.L.C. 9.1 
Independent Wealth Advisors, LLC Frederick MD US 9.1 
Finnestad Financial 9.1 
Strategic Capital Planning, Inc. 9.1 
Karen A. Meredith, Cpa Irving TX US 9.1 
CEP Financial, LLC Houston TX US 9.1 
Horizons Financial Group, Inc. Birmingham AL US 9.1 
Lajala & Associates Campbell CA US 9.1 
Moores Creek Capital Raleigh NC US 9.1 
Intrepid Capital Management, LLC 9.1 
Prairiehawk Capital Management, LLC Middleton WI US 9.1 
Sound Financial Advice, LLC Ramsey NJ US 9.1 
Foresight Investments Management, Inc. 9.1 
American Market Advisors, Inc. San Antonio TX US 9.1 
Accumulation Strategies Woodland Hills CA US 9.1 
LCV Capital Management Pittsburgh PA US 9.1 
Morgan Stanley Global Emerging Markets Inc New York NY US 9.2 
Investamerica Investment Advisors Inc Cedar Rapids IA US 9.2 
Highland Wealth Advisory LLC Rochester NY US 9.2 
Lexington Advisors LLC 9.2 
Kairos Asset Advisory, LLC Mobile AL US 9.2 
Path Financial, LLC 9.2 
Acorn Advisors, LLC Tulsa OK US 9.2 
Crystal Wealth Management, LLC 9.2 
Ross Asset Advisors, Inc. 9.2 
Hebert Investment Advisors, Inc. 9.2 
Wahrenbrock Captial Management Bakersfield CA US 9.2 
Bretwood Capital Partners, LLC Altlanta GA US 9.2 
Pacific Asset Management Group Brentwood CA US 9.2 
BFF Capital Management LLC San Mateo CA US 9.2 
Mcgowan, Rita Lorraine 9.2 
Nations Capital Wealth Management LLC Mclean VA US 9.2 
The Kingsbury Financial Group 9.2 
BON Investments, LLC 9.2 
Greene & Company Financial Services LLC Washington Depot CT US 9.2 
Chris Belchamber Investment Management, LLC 9.2 
Iris Advisors New York NY US 9.2 
Integrated Wealth Partners Centennial CO US 9.2 
First Honolulu Asset Management Honolulu HI US 9.2 
Donald Felty, LLC 9.2 
Highway Financial Networks 9.2 
Himebaugh Financial Planning Services 9.2 
Executive Financial Resources, Inc. North Wilkesboro NC US 9.2 
Hayes Capital Management, LLC 9.2 
Portfolio Dynamics, Inc Tempe AZ US 9.2 
Vincent C. Lucas, C.P.A., P.C. Mclean VA US 9.2 
Meiners Financial Group, LLC 9.2 
Ivan Capital Management, Inc. 9.2 
REX Management LLC Taylors SC US 9.2 
Securities Management and Research, Inc. ("sm&R") Marion IA US 9.2 
Holland Duell Financial Strategies Sheridan WY US 9.3 
FBR Investment Management, Inc. Arlington VA US 9.3 
Kuli Capital Management Saginaw MI US 9.3 
Larkmeade Management, LLC Bethesda MD US 9.3 
Panoramic Capital, LLC Greenbrae CA US 9.3 
Financial Abundance, LLC 9.3 
Fairfield Investments and Wealth Management, LLC Pickerington OH US 9.3 
Summit Advisors, LLC Canonsburg PA US 9.3 
Ponderosa Investment Group, LLC 9.3 
Ballast Capital Management, LLC Redwood City CA US 9.3 
Investamerica NW Management, Inc. Cedar Rapids IA US 9.3 
Executive Business Financial Planning 9.3 
Madigan Capital Management, Inc. 9.3 
Compass Financial Advisors, LLC 9.3 
Styletrack Investment Advisors 9.3 
Warren & Brannen Company Bainbridge GA US 9.3 
Black Watch Investment Managers, L.L.P. Shelbyville IL US 9.3 
Mcnaron Group, Inc. Anniston AL US 9.3 
Warren Ward Associates, Financial Planning Columbus IN US 9.3 
Zenith Investments 9.3 
Greenfield/Lewis Investment Counsel 9.3 
Integrated Financial Management 9.3 
High Plains Capital Management, LLC Concordia KS US 9.3 
T.F. King & Associates 9.3 
Wheeler & Mote, LLC 9.3 
Jim Mckeever, Cfp, Chfc Newport Beach CA US 9.3 
Profit Strategies, Inc. Westlake Village CA US 9.3 
Bankers & Investors Co. Kansas City KS US 9.3 
Peak Wealth Management LLC Centennial CO US 9.4 
Beltramo Financial Services Inc. Irvine CA US 9.4 
DJP Wealth Management, LLC Brooksville FL US 9.4 
Persky Financial Management, Inc. Los Angeles CA US 9.4 
Lifetime Financial 9.4 
Money Masters, LLC Cincinnati OH US 9.4 
Dorsey Capital Management Lincoln CA US 9.4 
Azsure Fiduciary Services Uniontown OH US 9.4 
Sansone & Associates San Antonio TX US 9.4 
Grove Capital Management, Inc. Houston TX US 9.4 
Cropsey Asset Management, LLC 9.4 
Exeter Capital Companies LLC 9.4 
Mountebank, LLC 9.4 
Periman Financial Planning 9.4 
Barrington Services 9.4 
Cunningham Asset Management, LLC 9.4 
Lustgarten Financial Services, Inc. Ithaca NY US 9.4 
Decision Capital LLC Greenwich CT US 9.4 
Mission Control Investment Strategies, LLC Englewood CO US 9.4 
Leigh Baldwin & Co., LLC Cazenovia NY US 9.4 
Lieblong & Associates, Inc. Little Rock AR US 9.4 
Lombard-Smith Investments, Inc Oklahoma City OK US 9.5 
Wulf Bates & Murphy Inc St. Louis MO US 9.5 
Sterling Imc Dewitt NY US 9.5 
Lawrence Partners III LLC 9.5 
Everest Funds Management LLC Omaha NE US 9.5 
William L. Reich & Associates, Inc. 9.5 
Harborview Capital Management LLC 9.5 
Edmd Financial Strategies, LLC San Ramon CA US 9.5 
Sonoran Capital Management, LLC 9.5 
Robert Henry Wealth Management, LLC Westport CT US 9.5 
Salem Advisory Group LLC Kennebunk ME US 9.5 
Chronos Corporation 9.5 
Monterey Bay Asset Management LLC Monterey CA US 9.5 
Epic Advisors, L.L.C. 9.5 
Oracle Financial Services, LLC New York NY US 9.5 
Umbaugh Financial Plymouth IN US 9.5 
Herzfeld Investment Management LLC 9.5 
Mccracken & Company Dallas TX US 9.5 
JC Investment Management 9.5 
Funderburk Wealth Management, LLC Grand Junction CO US 9.5 
Harper Capital Management, Ltd. Cold Spring NY US 9.5 
Weiss Financial Services 9.5 
Financial Focus Asset Management,Inc. Pembroke MA US 9.5 
Phoenix Wealth Advisors Scottsdale AZ US 9.5 
D.M. Wealth Management, Inc. Norman OK US 9.5 
JH White Financial Services LLC 9.5 
Menon/Brown Advisory Group 9.5 
Financial Advantage 9.5 
Regal Capital Management, Inc. Bedford IN US 9.5 
Fuerst, Karl W Latham NY US 9.5 
Domani Investments LLC San Diego CA US 9.5 
JT Financial Advisers, LLC Pekin IL US 9.5 
Redwood Financial Advisors, Inc San Rafael CA US 9.5 
Coffee, Jeffrey N. 9.5 
Njord Financial Services, Incorporated. Wilmington DE US 9.5 
Synergy Capital Managment, Inc. Oklahoma City OK US 9.5 
Squam Investment Management Co., Inc. Center Harbor NH US 9.5 
Salyn Capital Management, LLC Shawnee OK US 9.5 
Vanderbilt Advisory Services Melville NY US 9.5 
Harrison Financial Planning Bay City TX US 9.5 
Take Charge Financial ! Los Gatos CA US 9.5 
The Mcneill Financial Group, LLC 9.6 
Indy Advisors, LLC. 9.6 
Holm & Cawley Financial Group LLC Las Vegas NV US 9.6 
Unconventional Investor, LLC 9.6 
Integrated Retirement Strategies 9.6 
Highland Financial Management, Inc Louisville KY US 9.6 
J.B. Fowler & Company, LLC San Antonio TX US 9.6 
Pamela Ann Christensen Roseville CA US 9.6 
Financial Focus Carlsbad CA US 9.6 
Brandes & Associates 9.6 
Don A. Slabaugh LLC 9.6 
Steven Nordlinger Inc. 9.6 
Master Plan Advisory, Inc. 9.6 
E.S.SCHWARTZ and Company, Inc Auburndale MA US 9.6 
Vision Financial Consultants, LLC Southfield MI US 9.6 
FFP Investment Advisors, Inc. Brentwood TN US 9.6 
Elliott Financial, LLC 9.6 
Medallion Capital Management, Inc. 9.6 
Financial Advantage Advisors Co. 9.6 
United States Growth Company, LLC 9.6 
Cronan Wealth Management Lexington KY US 9.7 
Bluestone&Reg; Financial Advisors, LLC Bethesda MD US 9.7 
Islamorada Investment Management, LLP Tavernier FL US 9.7 
Firewall Capital Management LLC Enumclaw WA US 9.7 
Intellivest, LLC 9.7 
Legacy Wealth Counselors Wimberley TX US 9.7 
George J. Mate 9.7 
Martone Capital Management, Inc. White Plains NY US 9.7 
CKR Investments LLC 9.7 
Great Plans Capital Management, LLC 9.7 
Investment Management Advisors, LLC Marietta GA US 9.7 
United Investors Group Crystal Lake IL US 9.7 
Newmarket Advisors, Inc. 9.7 
Classic Financial & Insurance Services, Inc. Thousand Oaks CA US 9.7 
Lucas Capital Advisors 9.7 
Guidance Financial Consultants, Inc. Wichita KS US 9.7 
International Wealth Management, Inc. Grapevine TX US 9.7 
Harris Financial Management Pittsburgh PA US 9.7 
Benchmark Asset Management Avon CO US 9.7 
Preferred Tax and Investment Advisors, Inc. 9.7 
Centennial Management Rockville MD US 9.7 
Kalo, LLC 9.7 
Goodwin Browning & Luna Securities, Inc. Albuquerque NM US 9.7 
Holden Securities Management Inc 9.8 
Carr & Associates Inc 9.8 
Blackstone Real Estate Advisors LP New York NY US 9.8 
Analytical Investment Services, Inc. Onalaska WI US 9.8 
Silverhelix Crystal Lake IL US 9.8 
Mustaphalli Advisory Group, LLC Forest Hills NY US 9.8 
Lombardi Capital Management, LLC 9.8 
U.S. One, Inc. Reno NV US 9.8 
Midway Capital Research & Management LLC 9.8 
Banks Investment Consulting LLC 9.8 
Fierro, Christopher P Syosset NY US 9.8 
Global Investment & Risk Advisors (Gira) 9.8 
MFP Capital, LLC Larkspur CA US 9.8 
Marcus Capital Management, Inc. Boston MA US 9.8 
Hawk100 Dublin OH US 9.8 
Hartley Advisors Corp. 9.8 
AIM Resources, Inc. New York NY US 9.8 
Darryll R. Bauchert, Sr., Mba, Cfp Fort Myers FL US 9.8 
Mosaic Investments LLC San Francisco CA US 9.8 
Wealth Management Associates, Inc. Marietta GA US 9.8 
Banyan Asset Management, Inc. 9.8 
Plaisier Financial Group LLC Byron Center MI US 9.8 
Foran Capital Management, Inc. Annapolis MD US 9.8 
Legacy Harbor Plano TX US 9.8 
Sage Asset Management, L.L.C. Twin Falls ID US 9.8 
Springboard Capital Management, Inc. Newport Beach CA US 9.8 
Rioux & Company, LLC Bristol CT US 9.8 
Netassetmanagement, Inc. Los Angeles CA US 9.9 
Olesky Capital Management, LLC 9.9 
J.D. Keith & Associates, LLC Basking Ridge NJ US 9.9 
Mayoue Wealth Management, LLC 9.9 
Legacy Investment Advisors, LLC Mt. Laurel NJ US 9.9 
Trident Wealth Management, LLC Scottsdale AZ US 9.9 
PDP Capital Investment Palm Beach FL US 9.9 
Palo Alto Advisors, Inc. Foster City CA US 9.9 
Norman W. Berger, Inc. 9.9 
Croxall Capital Planning Aptos CA US 9.9 
Patrick Capital Management Geneva IL US 9.9 
Bexar Capital Management, L.P. Dallas TX US 9.9 
Applied Capital 9.9 
K/A/P Planning Advisory 9.9 
MS Capital Management, L.L.C. 9.9 
ARX Capital Management, LLC San Antonio TX US 9.9 
Whitney and Associates, Incorporated 9.9 
Capital Growth Associates, Inc. 9.9 
John W. Adonizio, Reg. Investment Advisor 9.9 
Inwood Asset Management, Inc. Dallas TX US 9.9 
Bertram H. Rosen 9.9 
Oaktree Capital Corporation 9.9 
HFG Advisors Aurora CO US 9.9 
New Horizons Asset Management Group, LLC Newburgh NY US 10.0 
Abshier Webb Donnelly & Baker, Inc. Houston TX US 10.0 
SKC Financial Planners, Inc. Jenkintown PA US 10.0 
CWM Ltd. Warrenton VA US 10.0 
Vomund Investment Management, LLC 10.0 
Carl F. Petersen. Inc 10.0 
Polestar Management Company 10.0 
Chippewa Partners 10.0 
Harvest Management Inc Worcester MA US 10.0 
IDC Portfolio Management Inc Hartland WI US 10.0 
Treynor Capital Management, Inc. 10.0 
Graff Financial LLC Edina MN US 10.0 
Dollinger Management Inc. Salem OR US 10.0 
Hammerman Capital Management, LLC Lafayette CA US 10.0 
Wealth Preservers, LLC Crystal Lake IL US 10.0 
Penn Wealth Management 10.0 
Glorieta Group, LLC 10.0 
Panda Global Advisors, LLC New York NY US 10.0 
MCC Financial Advisors Kenilworth IL US 10.0 
Emys Capital New York NY US 10.0 
Federal Hill Capital Management Bardstown KY US 10.0 
Black Lake Capital Corp. 10.0 
Americavest Financial LLC Fort Lauderdale FL US 10.0 
KJL Investments LLC 10.0 
Haag Financial Consulting Chicago IL US 10.0 
Molotsky Tax Advisory Group, LLC Collingswood NJ US 10.0 
Net Equity Advisors, Inc. Burlingame CA US 10.0 
Integrity Wealth Management, LLC 10.0 
The Viable Group, Inc. San Antonio TX US 10.0 
Polestar Capital LLC San Francisco CA US 10.0 
Taylor Investment Advisory 10.0 
The Harrison Group, Inc. Miami FL US 10.0 
The Jaffee Financial Group, Inc. Cooper City FL US 10.0 
Atlantis Wealth Management 10.0 
Wealthwise Financial Solutions, LLC 10.0 
Mouly Financial Management, Inc. Davie FL US 10.0 
Trusted Wealth Management, Inc Buford GA US 10.0 
Limerick Financial Group, LLC Limerick PA US 10.0 
Mckendrick, Rupert Registered Investment Advisors, LLC 10.0 
Innovative Retirement Advisors, LLC 10.0 
MMI Investments, LLC 10.0 
Drach Market Research Advisors LLC 10.0 
Patara Partners, LP Dallas TX US 10.0 
Greystone Asset Management, LLC New York NY US 10.0 
SLK Management LLC 10.0 
Temujin Fund Management, LLC NY NY US 10.0 
Newport Investment Advisors Newport Beach CA US 10.0 
Moody, Errold F JR 10.0 
WGI LLC Tempe AZ US 10.0 
Invest-N-U Alpharetta GA US 10.0 
Kline Capital Management LLC Burbank IL US 10.0 
Honeycutt Financial Services, LLC Chesapeake VA US 10.0 
Echo Investment Advisors, LLC 10.0 
Klein Asset Management LLC 10.0 
Futura Asset Advisors LLC Coral Gables FL US 10.0 
Guerrero Financial Services 10.0 
Alii Consulting San Francisco CA US 10.0 
Twin Tiers Investment Advisors LLC 10.0 
GB Management, LLC Santa Monica CA US 10.0 
Wellspring Financial Advisors L.L.C. 10.0 
Fereday Investment Inc. Santa Barbara CA US 10.0 
Petit Investment Management 10.0 
Spectrum Capital Investment Group, Inc. Irvine CA US 10.0 
Gwinnett Financial Planning 10.0 
Loveland & Bastian Financial Services Group, LLC 10.0 
Westbrook Asset Management, LLC Garden City NY US 10.0 
Susan Carlisle Woodland Hills CA US 10.0 
Reyes Capital Management 10.0 
AGB Partners LLC Boise ID US 10.0 
Gooch & Company LLC 10.0 
Estep Capital Management Chicago IL US 10.0 
Kirk Capital 10.0 
Roach Investment Services San Mateo CA US 10.0 
Stephen Jones Capital Management, Inc. Austin TX US 10.0 
Preakness Retirement Advisors, LLC 10.0 
Colleen Weber Cpa, LLC Chanhassen MN US 10.0 
Ocean Advisors Charlotte NC US 10.0 
Triton Capital Investment Advisors, Inc. 10.0 
Kettle Creek Investment Partners, LP Westport CT US 10.0 
AB Investment Advisors LLC 10.0 
Lenger Asset Management, LLC 10.0 
North Fulton Financial Advisors LLC 10.0 
Podesta & Co. Chicago IL US 10.0 
Gustafson Financial Solutions Carlsbad CA US 10.0 
G.M. Wilson, Private Wealth Management Group 10.0 
Cataldo Financial Group Everett MA US 10.0 
I.G. Global Inc. 10.0 
Saint-Laurent Associates Beverly MA US 10.0 
Key Financial Solutions LLC Roseland NJ US 10.0 
Russell Asset Management, LLC Huntsville AL US 10.0 
Efficacy Capital, LLC San Diego CA US 10.0 
Evanoff Financial Advisors Erie PA US 10.0 
Portland Financial Advisors, Inc. Beaverton OR US 10.0 
Investment Planning Services Inc. Atlanta GA US 10.0 
Collaborative Wealth Strategies Group, Inc. San Diego CA US 10.0 
Griffith Asset Management, LLC Portland OR US 10.0 
Prism Planning, Inc New York NY US 10.0 
Winfield Glen Advisors, LLC Stamford CT US 10.0 
The Source 10.0 
Cornerstone Investment Advisors, Inc. 10.0 
Valley View Management Co., LLC Eden Prairie MN US 10.0 
IQ Financial Services, Inc. 10.0 
Tara Financial Group, Inc. Jonesboro GA US 10.0 
Amity Advisory, LLC Seaford NY US 10.0 
Chadwick Wealth Management, LLC Fair Lawn NJ US 10.0 
Janet Gurley Katz, LLC 10.0 
Financial Planning Services Mount Clemens MI US 10.0 
Anthony M. Humphreys Hightstown NJ US 10.0 
Massucci & Associates Financial Planning & Investment Services, Plantsville CT US 10.0 
Ambassador Capital Management, Inc. Chicago IL US 10.0 
Cfps, Inc. Washington MO US 10.0 
Campbell Financial Group, Inc. Naperville IL US 10.0 
Paraclete Advisory Services Morton IL US 10.0 
J. Lyons Fund Management, Inc. 10.0 
Mast Investment Advisors LLC 10.0 
Stephens Capital Management, Inc. 10.0 
Mandelstein, Lester Northbrook IL US 10.0 
Open Door Investment Advisors, Inc. 10.0 
Lefevre & Associates 10.0 
Sound Financial Reports 10.0 
Stonewood Asset Management, LLC 10.0 
Portfolio Management Network, Inc Pittsburgh PA US 10.0 
Financial Foresight Group, Inc. Pittsburgh PA US 10.0 
Raymond P. Bradley, Chfc Ephrata PA US 10.0 
Investlinc Wealth Services Anaheim CA US 10.0 
Financial Insights Advisory, LLC 10.0 
Kramer Fiduciary Services Pittsburgh PA US 10.0 
Regal Bay Investment Group, LLC Milwaukee WI US 10.0 
PI Investments LLC St. Paul MN US 10.0 
Society Investment Management 10.0 
MFH Investments Inc. Dayton OH US 10.0 
Money Matters, Inc 10.0 
Integroup Financial Advisors San Francisco CA US 10.0 
Gulfstream Capital, LLC Raleigh NC US 10.0 
J.M. Edberg Investment Management LLC Bethesda MD US 10.0 
Neuworld Financial 10.0 
Financial Planning Concepts, Inc. 10.0 
TTG Financial Services, Inc. Billings MT US 10.0 
Harris Investment Advisors LLC 10.0 
Freeman Financial Services, Inc. Raleigh NC US 10.0 
Wealthspan Strategies, Inc. 10.0 
Lewis & Clark Fund Advisers, LLC Fargo ND US 10.0 
Steve Renfro & Associates, LLC Conway AR US 10.0 
Fortunato Financial Services. Inc Virginia Beach VA US 10.0 
Lawson Financial Group, Inc. 10.0 
MLS Investment Management 10.0 
Bridgemark Capital Group Minneapolis MN US 10.0 
Miller Capital Management, Inc. Bethesda MD US 10.0 
Rock Lake Capital 10.0 
Diversified Resource Management Inc. Clive IA US 10.0 
William Hjalmar Brashears Dallas TX US 10.0 
CGM Investment Management 10.0 
James Earnest Investments 10.0 
Wise Wealth Solutions, LLC 10.0 
Mark P. Shively 10.0 
Kenneth Jospeh Gerbino & Company Beverly Hills CA US 10.0 
Financial Affairs Advisory, Inc. Green Bay WI US 10.0 
Kaizen Financial Advisors, LLC Bellevue WA US 10.0 
Cohen Wealth Management, Inc. Palm Beach Gardens FL US 10.0 
Ebner Financial Group Durham NC US 10.0 
Solomon Advisors Plano TX US 10.0 
John Thomas Financial New York NY US 10.0 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $25 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
DISCLAIMER
This website is for informational purposes only and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments nor an endorsement of any particular investment advisor firm or individual.

No warranty or guarantee of any kind, expressed or implied, is given regarding the accuracy, reliability, veracity, or completeness of the information provided here or by following links from this or any other page within this site, and under no circumstances will the author or service provider be held responsible, or liable for errors, or omissions resulting in any loss or damage caused or alleged to be caused by information contained in the material presented on the site, including but not limited to direct, indirect, incidental, special or consequential damages caused by using the information.




Home | Download Data | Links | Contact Us

©2006- PEI Services Ltd. All Rights Reserved. Terms and Conditions