United States

CASSIA CAPITAL PARTNERS LLC

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CASSIA CAPITAL PARTNERS LLCdev

CHARTER WEALTH MANAGEMENT

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CHARTER WEALTH MANAGEMENTdev

CLEARVIEW WEALTH MANAGEMENT

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CLEARVIEW WEALTH MANAGEMENTdev

COLLEGIATE CAPITAL MANAGEMENT, INC.

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COLLEGIATE CAPITAL MANAGEMENT, INC.dev

COLLIE FINANCIAL PLANNING, INC.

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COLLIE FINANCIAL PLANNING, INC.dev

COLONY FAMILY OFFICES, LLC

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COLONY FAMILY OFFICES, LLCdev

AMPHORA WEALTH MANAGEMENT, LLC

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AMPHORA WEALTH MANAGEMENT, LLCdev

CANNON WEALTH MANAGEMENT SERVICES

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CANNON WEALTH MANAGEMENT SERVICESdev

ARBOR INVESTMENT ADVISORS

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ARBOR INVESTMENT ADVISORSdev

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

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CAPITAL INVESTMENT ADVISORY SERVICES, LLCdev