List of Sellers

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Hybrid Legacy

Hybrid Flexible

Fee Only Strict

Fee Only Flexible

Other

PKS

AXOS Clearing

Millennium Trust Company

The Northern Trust Company

National Advisors Trust Company

Farmers and Merchants Bank

Vanguard

Alight Financial Solutions

Empower Trust

TIAA

Cetera

Fidelity - NFS

AXOS Clearning

AssetMark Trust

Morgan Stanley

Merrill Lynch

Fifth Third Bank

JP Morgan

Ameriprise

SEI

Interactive

Altruist

Raymond James

Goldman Sachs

Pershing

LPL

Schwab

Fidelity - IWS

Full Acquisition

Minority Acquisition

Majority Acquisition

Other

Tax Planning

Sub Advisory Services to other advisors

Retirement / Income Planning

Portfolio Management

Financial Planning

Insurance (Employee Benefits)

PEO

Exit Planning / Investment Banking Services

Hedge Fund Manager / Private Placement

Qualified / Non Qualified Plans

Executive Compensation Planning

Insurance

Family Office Services

Banking

Mortgage services

Estate Planning

Employee Benefits

Corporate Trustee Services

Tax Preparation