Sym | Issuer Name | Cl | CUSIP | Value ($000) | % | Shares | Principal | Option Type | Discretion | Other Manager | Sole | Shared | None |
---|
Num | Name | File Number |
---|---|---|
1 | Lockwood Advisors | 028-11769 |
2 | Beacon Pointe Advisors, LLC | 028-19009 |
3 | Beacon Pointe Wealth Advisors, LLC | 028-19008 |
4 | Advisory Services Network, LLC | 028-15454 |
5 | Mariner Wealth Advisors | 028-13550 |
6 | Signature Estate and Investment Advisors, LLC | 028-15248 |
7 | First Long Island Investors | 028-13892 |
8 | RBC Wealth Management - RBC Capital Markets, LLC | 028-04069 |
9 | Raymond James & Associates | 028-04393 |