| GELFAND, RENNERT & FELDMAN, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Apr 16, 2025 | Active |
| CASSADAY & CO WEALTH MANAGEMENT, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Feb 5, 2024 | Active |
| CORNERSTONE WEALTH GROUP, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | May 12, 2023 | Active |
| ORIGIN INVESTMENTS GROUP, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Feb 28, 2023 | Active |
| FORT PITT RISK SOLUTIONS, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Dec 1, 2022 | Active |
| FOURTHOUGHT FINANCIAL PARTNERS, LLCVenice, FL · Active | Venice, FL | LLC | Nov 1, 2022 | Active |
| ONE CHARLES PRIVATE WEALTH SERVICES, LLCLocation not reported, FL · Inactive | Location not reported, FL | LLC | Sep 30, 2022 | Inactive |
| OCTOGONE NA, LLCLocation not reported, FL · Inactive | Location not reported, FL | LLC | Jul 12, 2022 | Inactive |
| ALTMAN GREENFIELD & SELVAGGI PARTNERS, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Jun 2, 2022 | Active |
| ULLMANN WEALTH PARTNERS GROUP, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Dec 6, 2021 | Active |
| CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Nov 3, 2021 | Active |
| ANCORA HOLDINGS GROUP, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Oct 7, 2021 | Active |
| FOCUS RISK SOLUTIONS, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Aug 20, 2021 | Active |
| ARS WEALTH ADVISORS GROUP, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Jun 11, 2021 | Active |
| JOEL ISAACSON & CO., LLCLocation not reported, FL · Active | Location not reported, FL | LLC | May 3, 2021 | Active |
| FOCUS OPERATING, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Oct 7, 2020 | Active |
| FAIRWAY WEALTH LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Oct 6, 2020 | Active |
| INTEROCEAN CAPITAL GROUP, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Sep 24, 2020 | Active |
| WILLIAMS JONES WEALTH MANAGEMENT, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Jul 12, 2019 | Active |
| XML FINANCIAL, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Feb 8, 2019 | Active |
| FOCUS ADVISOR SOLUTIONS, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Nov 2, 2018 | Active |
| EDGE CAPITAL GROUP, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Aug 14, 2018 | Active |
| ATLAS PRIVATE WEALTH MANAGEMENT, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Apr 18, 2018 | Active |
| BUCKINGHAM STRATEGIC WEALTH, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Aug 18, 2017 | Active |
| FLYNN FAMILY OFFICE LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Mar 31, 2017 | Active |
| WADDELL & ASSOCIATES, LLCLocation not reported, FL · Inactive | Location not reported, FL | LLC | Apr 7, 2016 | Inactive |
| FORT PITT CAPITAL GROUP, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Oct 19, 2015 | Active |
| FOCUS PARTNERS WEALTH, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Jul 14, 2015 | Active |
| JFS WEALTH ADVISORS, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Jul 2, 2015 | Active |
| GW & WADE, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | May 23, 2014 | Active |
| ONE CHARLES GROUP INSURANCE SERVICES, LLCLocation not reported, FL · Active | Location not reported, FL | LLC | Aug 21, 2023 | Active |
| ATLAS PRIVATE WEALTH MANAGEMENT, LLCLocation not reported, FL · Inactive | Location not reported, FL | LLC | Sep 5, 2008 | Inactive |
| ATLAS RISK MANAGEMENT, LLCLocation not reported, FL · Inactive | Location not reported, FL | LLC | Dec 18, 2014 | Inactive |
| STRATEGIC WEALTH PARTNERS GROUP, LLCLocation not reported, FL · Inactive | Location not reported, FL | LLC | Dec 20, 2017 | Inactive |
| CORNERSTONE WEALTH GROUP, LLCLocation not reported, FL · Inactive | Location not reported, FL | LLC | Dec 20, 2017 | Inactive |
| LOC INVESTMENT ADVISERS, LLCLocation not reported, FL · Inactive | Location not reported, FL | LLC | Mar 26, 2019 | Inactive |
| KOVITZ INSURANCE SERVICES, LLCLocation not reported, FL · Inactive | Location not reported, FL | LLC | Oct 19, 2020 | Inactive |
| FOCUS TREASURY & CREDIT SOLUTIONS, LLCLocation not reported, FL · Inactive | Location not reported, FL | LLC | Jul 19, 2021 | Inactive |
| NORTHCOAST CAPITAL MANAGEMENT, LLCLocation not reported, FL · Inactive | Location not reported, FL | LLC | Sep 29, 2021 | Inactive |
| SCS CAPITAL MANAGEMENT LLCLocation not reported, FL · Active | Location not reported, FL | LLC | May 8, 2024 | Active |