| RPR FINANCIAL | 2022-03-25 | 2025-01-02 | — |
| NAJARIAN FAMILY OFFICE, LLC | 2021-03-24 | present | Yes |
| REBELLION CAPITAL ADVISORS, LLC | 2021-03-11 | 2026-01-05 | — |
| CARTER FINANCIAL GROUP, INC. | 2019-09-11 | 2020-02-06 | — |
| OAKSTONE FINANCIAL MANAGEMENT, LLC | 2019-01-16 | 2019-02-21 | — |
| FLINT WEALTH MANAGEMENT, LLC | 2018-05-29 | 2019-11-11 | — |
| HILTOP PARTNERS, LLC | 2018-01-02 | 2018-05-21 | — |
| VERACITY WEALTH MANAGEMENT LLC | 2017-11-17 | 2018-07-31 | — |
| JYH, LLC | 2017-03-15 | 2019-11-15 | — |
| BROADWATER ADVISORS, LLC | 2017-02-08 | 2018-07-31 | — |
| HARBOR WEALTH MANAGEMENT, LLC | 2017-01-05 | 2024-01-25 | — |
| EMBERHOUSE, LLC | 2017-01-03 | 2017-02-14 | — |
| STONEBRIDGE WEALTH MANAGEMENT LLC | 2016-11-07 | 2018-08-06 | — |
| RECON CAPITAL | 2016-10-07 | 2018-03-08 | — |
| STEVARD LLC | 2016-09-13 | 2023-11-28 | — |
| STEVARD LLC | 2016-09-13 | 2016-12-31 | — |
| VIRTUE ASSET MANAGEMENT LLC | 2016-05-25 | 2024-01-25 | — |
| QSV EQUITY INVESTORS LLC | 2016-04-01 | 2016-12-31 | — |
| BOWER HILL CAPITAL MANAGEMENT LLC | 2016-01-27 | 2018-10-30 | — |
| SWS PARTNERS, LLC | 2015-10-15 | 2016-12-31 | — |
| ORCHARD CAPITAL MANAGEMENT, LLC | 2015-08-25 | 2024-01-25 | — |
| LAUREATE WEALTH MANAGEMENT, LLC | 2014-09-22 | present | Yes |
| BETAFRONTIER | 2014-09-19 | 2014-09-22 | — |
| CLEARVIEW WEALTH SOLUTIONS, LLC | 2014-09-16 | present | Yes |
| 83RD ST. WEALTH MANAGEMENT, LLC | 2014-09-15 | 2025-05-28 | — |
| LEFT BRAIN WEALTH MANAGEMENT, LLC | 2014-04-21 | 2024-01-25 | — |
| ACORN WEALTH ADVISORS, LLC | 2014-02-27 | 2024-01-25 | — |
| WEALTHSTAR ADVISORS, LLC | 2014-01-30 | 2014-10-06 | — |
| VITAL WEALTH MANAGEMENT, LLC | 2014-01-13 | 2024-01-25 | — |
| TETLEY INVESTMENTS, LLC | 2013-09-09 | 2024-01-25 | — |