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Geneos Wealth Management Inc.
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Belmont Capital, LLC
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Renaissance Technologies Llc
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Menlo Advisors Llc
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Field & Main Bank
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Rye Brook Capital LLC
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Graybill Bartz & Assoc Ltd
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Virtue Capital Management, LLC
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Financial Designs Corp
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Toth Financial Advisory Corp
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Confluence Investment Management Llc
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Paragon Private Wealth Management, LLC
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Independent Advisor Alliance
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One Day In July LLC
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Fiduciary Financial Group, Llc
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Glass Jacobson Investment Advisors llc
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TSP Capital Management Group, LLC
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Fountainhead AM, LLC
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Thompson Investment Management, Inc.
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SOA Wealth Advisors, LLC.
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Eisler Capital Management Ltd.
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Montis Financial, LLC
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BOS Asset Management, LLC
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HFG Wealth Management, LLC
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Rialto Wealth Management, LLC
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Encompass Wealth Advisors, Llc
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First Bank & Trust
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Mitchell Mcleod Pugh & Williams Inc
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Hodges Capital Management Inc.
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DRW Securities, LLC
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Stelac Advisory Services LLC
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Houlihan Financial Resource Group, Ltd.
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Platform Technology Partners
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Chicago Capital, LLC
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Keudell/Morrison Wealth Management
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Oak Family Advisors, Llc
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Rockwood Wealth Management, LLC
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Shufro Rose & Co Llc
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Roble, Belko & Company, Inc
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Venturi Wealth Management, LLC
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Allie Family Office LLC
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Ambassador Advisors, LLC
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Private Capital Advisors, Inc.
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Vertex Planning Partners, LLC
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Nomura Asset Management Co Ltd
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Octavia Wealth Advisors, LLC
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Peddock Capital Advisors, Llc
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Commonwealth Retirement Investments LLC
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Sfmg, Llc
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Cove Private Wealth, LLC
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Dougherty Wealth Advisers LLC
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Tocqueville Asset Management L.p.
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Elgethun Capital Management
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Slocum, Gordon & Co LLP
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Jain Global LLC
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Squarepoint Ops LLC
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LS Investment Advisors, LLC
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Clear Point Advisors Inc.
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Moneywise, Inc.
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Sage Private Wealth Group, Llc
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Dunhill Financial, LLC
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Price T Rowe Associates Inc /md/
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Pinnacle Family Advisors, LLC
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Country Club Bank /gfn
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JNBA Financial Advisors
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Ai Financial Services Llc
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Wealth Management Nebraska
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Investment Management Associates Inc /adv
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Essex LLC
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Liberty Capital Management, Inc.
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AA Financial Advisors, LLC
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Bulltick Wealth Management, LLC
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MTM Investment Management, LLC
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Charter Research & Investment Group, Inc.
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Biltmore Wealth Management, LLC
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Operose Advisors LLC
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Strategic Financial Services, Inc,
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Blue Oak Capital, LLC
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Gamco Investors, Inc. Et Al
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C V Starr & Co Inc
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Chelsea Counsel Co
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Somerset Trust Co
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Searle & Co.
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K.J. Harrison & Partners Inc
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Heritage Wealth Partners, LLC
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Coston, McIsaac & Partners
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LMR Partners LLP
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Prosperity Financial Group, Inc.
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Fiduciary Alliance LLC
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Delta Asset Management Llc/tn
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Binnacle Investments Inc
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Lake Hills Wealth Management, LLC
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Eagle Wealth Strategies Llc
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Oak Harbor Wealth Partners, Llc
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Thrivent Financial For Lutherans
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Lewis Asset Management, LLC
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Hendershot Investments Inc.
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Coastal Investment Advisors, Inc.
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AG Asset Advisory, LLC
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Frederick Financial Consultants, LLC
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Shearwater Capital LLC
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Sweeney & Michel, Llc
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Harvest Fund Management Co., Ltd
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Symphony Financial, Ltd. Co.
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TFG Advisers LLC
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Allied Investment Advisors, LLC
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Northstar Group, Inc.
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Turning Point Benefit Group, Inc.
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
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Constant Guidance Financial LLC
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Hsbc Holdings Plc
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Wellington Shields & Co., LLC
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MADDEN SECURITIES Corp
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Cassaday & Co Wealth Management LLC
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Evolution Wealth Advisors, LLC
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Hurley Capital, LLC
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Stifel Financial Corp
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Ritholtz Wealth Management
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Jpmorgan Chase & Co
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Pathway Financial Advisers, LLC
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Strategic Investment Solutions, Inc. /IL
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Morton Capital Management LLC/CA
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GK Wealth Management LLC
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Hillcrest Wealth Advisors - NY, LLC
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Jackson, Grant Investment Advisers, Inc.
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Lindbrook Capital, Llc
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Sky-mountain Capital Management, Inc.
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Penn Davis Mcfarland Inc
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Hunting Hill Global Capital, LLC
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Sepio Capital, LP
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Mirador Capital Partners LP
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Cynosure Management, Llc
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IronOak Wealth LLC.
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Teachers Insurance & Annuity Association Of America
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Dahring | Cusmano Llc
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Cornell Pochily Investment Advisors, Inc.
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Federation des caisses Desjardins du Quebec
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Investment Partners Asset Management, Inc.
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Lam Group, Inc.
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Summit Financial Strategies, Inc.
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Weatherly Asset Management L. P.
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Essex Savings Bank
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Atlantic Union Bankshares Corp
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Flow Traders U.s. Llc
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Kestra Advisory Services, LLC
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5th Street Advisors, LLC
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Patton Fund Management, Inc.
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Cozad Asset Management Inc
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Tiemann Investment Advisors, Llc
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Tanager Wealth Management LLP
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Weitzel Financial Services, Inc.
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Clifford Group, LLC
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Pathstone Holdings, LLC
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Heritage Investment Group, Inc.
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Traynor Capital Management, Inc.
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Impact Partnership Wealth, LLC
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Empire Financial Management Company, LLC
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Financial Freedom, LLC
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Ascent Wealth Partners, LLC
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Senator Investment Group LP
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Benson Investment Management Company, Inc.
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Northern Trust Corp
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Foundations Investment Advisors, LLC
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Icon Wealth Advisors, LLC
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Wernau Asset Management Inc.
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Invesco Ltd.
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Toronto Dominion Bank
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Camden National Bank
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Alhambra Investment Partners LLC
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Creative Capital Management Investments LLC
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QTR Family Wealth, LLC
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Ballentine Partners, LLC
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Cypress Capital, LLC
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DDFG, Inc
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Truvestments Capital Llc
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Ameriflex Group, Inc.
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General Partner, Inc.
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Hollencrest Capital Management
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Navigoe, LLC
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Nbw Capital Llc
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Xcel Wealth Management, LLC
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Golden State Equity Partners
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Kaizen Financial Strategies
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Advisor Resource Council
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Whalerock Point Partners, Llc
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Cavalier Investments, LLC
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Rice Partnership, LLC
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Transcendent Capital Group LLC
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Novem Group
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Great Diamond Partners, LLC
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Nicholson Meyer Capital Management, Inc.
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Moneta Group Investment Advisors Llc
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ARS Wealth Advisors Group, LLC
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Emmett Investment Management, LP
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B&l Asset Management Llc
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Lion Street Advisors, LLC
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Moors & Cabot, Inc.
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Azimuth Capital Investment Management LLC
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Cornerstone Wealth Management, LLC
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Accelerate Investment Advisors LLC
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Capital Asset Advisory Services LLC
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Hennion & Walsh Asset Management, Inc.
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Montecito Bank & Trust
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Armis Advisers, LLC
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Everpar Advisors Llc
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Finer Wealth Management, Inc.
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Financial Services Advisory Inc
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Chesley Taft & Associates LLC
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Tranquilli Financial Advisor LLC
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Mackay Shields Llc
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Wilkins Miller Wealth Management, LLC
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OMC Financial Services LTD
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Compton Financial Group, LLC
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Guardian Asset Advisors, LLC
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Cetera Investment Advisers
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Patrick M Sweeney & Associates, Inc
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Summer Road Llc
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Pinnacle Associates Ltd
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Smith & Howard Wealth Management, LLC
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Glenview Trust Co
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Quest 10 Wealth Builders, Inc.
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Mesirow Financial Investment Management, Inc.
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Citizens Financial Group Inc/ri
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New Wave Wealth Advisors Llc
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High Note Wealth, LLC
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RFP Financial Group LLC
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Fortitude Advisory Group L.L.C.
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Key Client Fiduciary Advisors, LLC
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Ulysses Management LLC
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Financial Security Advisor, Inc.
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SG Americas Securities, LLC
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Mainstay Capital Management Llc /adv
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Marshall & Sterling Wealth Advisors Inc.
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Tlwm
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Mountain Capital Investment Advisors, Inc
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YHB Investment Advisors, Inc.
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PMV Capital Advisers, LLC
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BTS Asset Management, Inc.
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Kentucky Trust Co
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TCM Advisors, LLC
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Diker Management Llc
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SMART Wealth LLC
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ROI Financial Advisors, LLC
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Element Pointe Advisors, Llc
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Cary Street Partners Financial Llc
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Advisor OS, LLC
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Connable Office Inc
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Mezzasalma Advisors, LLC
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Leavell Investment Management, Inc.
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Banque Cantonale Vaudoise
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McGuire Investment Group, LLC
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Central Asset Investments & Management Holdings (HK) Ltd
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Strategic Financial Concepts, LLC
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Chilton Capital Management Llc
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Southeast Asset Advisors Inc.
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Stonehaven Wealth & Tax Solutions, Llc
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Rinkey Investments
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Asset Management One Co., Ltd.
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Angeles Wealth Management, Llc
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Marmo Financial Group, LLC
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Global Retirement Partners, LLC
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Center for Financial Planning, Inc.
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Pacific Center for Financial Services
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Ameliora Wealth Management Ltd.
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Greenline Partners, LLC
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Mizuho Bank, Ltd.
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Maven Securities LTD
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Winnow Wealth Llc
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ORG Wealth Partners, LLC
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Keystone Wealth Services, LLC
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Roman Butler Fullerton & Co
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R.P. Boggs & Co.
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Redwood Park Advisors LLC
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Wells Financial Advisors INC
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Omnia Family Wealth, LLC
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WJ Interests, LLC
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Vermillion Wealth Management, Inc.
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Impact Investors, Inc
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M Holdings Securities, Inc.
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Hartford Financial Management Inc.
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Avantax Advisory Services, Inc.
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Harrington Investments, INC
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Asset Allocation & Management Company, LLC
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Peak Financial Management, Inc.
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Biltmore Family Office, LLC
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A. D. Beadell Investment Counsel, Inc.
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Mpwm Advisory Solutions, Llc
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Ade, Llc
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Asset Advisors Investment Management, LLC
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Madison Wealth Partners, Inc
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Oxford Financial Group Ltd
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Ashton Thomas Private Wealth, LLC
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Hudson Value Partners, LLC
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Goepper Burkhardt LLC
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Centennial Bank/AR/
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Firestone Capital Management
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Hickory Point Bank & Trust
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Proactive Wealth Strategies LLC
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LM Advisors LLC
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Valtinson Bruner Financial Planning LLC
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Investors Research Corp
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Colony Family Offices, LLC
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Financial Management Professionals, Inc.
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Wealthspire Advisors, LLC
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Bradley & Co. Private Wealth Management, LLC
|
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Blue Zone Wealth Advisors, LLC
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Muhlenkamp & Co Inc
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Levin Capital Strategies, L.p.
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Paul R. Ried Financial Group, LLC
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Smallwood Wealth Investment Management, LLC
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LRI Investments, LLC
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Brogan Financial, Inc.
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Quintet Private Bank (Europe) S.A.
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Orion Capital Management LLC
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Mutual Advisors, LLC
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Diamant Asset Management, Inc.
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Strategic Wealth Designers
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Legacy Financial Advisors, Inc.
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Larson Financial Group LLC
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Riverstone Advisors, LLC
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Goodman Financial Corp
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MIDSX - Midas Series Trust - Midas Fund
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Bragg Financial Advisors, Inc
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Alpha Wealth Funds, LLC
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Murchinson Ltd.
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Wingate Wealth Advisors, Inc.
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Camden Capital, LLC
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Vestmark Advisory Solutions, Inc.
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Badgley Phelps Wealth Managers, LLC
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Bourne Lent Asset Management Inc
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Jefferies Financial Group Inc.
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Middleton & Co Inc/ma
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Wealth Advisors of Iowa, LLC
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Aspire Capital Advisors LLC
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Diligent Investors, LLC
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Kingstone Capital Partners Texas, LLC
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BLB&B Advisors, LLC
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Pineridge Advisors LLC
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Royal Bank Of Canada
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X-Square Capital, LLC
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|
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JTC Employer Solutions Trusteee Ltd
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Millennium Management Llc
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Westshore Wealth, LLC
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IPG Investment Advisors LLC
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Cobalt Capital Management, Inc.
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Milestone Investment Advisors LLC
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Centerstone Investors, LLC
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McCarthy Grittinger Financial Group, LLC
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Harwood Advisory Group, LLC
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Family Office Research LLC
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Greenbush Financial Group, LLC
|
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|
|
Three Bridge Wealth Advisors, LLC
|
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|
|
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Cabot Wealth Management Inc
|
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|
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Independent Solutions Wealth Management, LLC
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Cardinal Point Capital Management, ULC
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Barlow Wealth Partners, Inc.
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Quantitative Investment Management, LLC
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Christensen, King & Associates Investment Services, Inc.
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National Bank Of Canada /fi/
|
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Garrett Investment Advisors LLC
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|
|
Raymond James Financial Inc
|
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|
|
|
Oversea-Chinese Banking CORP Ltd
|
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Net Worth Advisory Group
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Putney Financial Group LLC
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Harbor Investment Advisory, Llc
|
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Titleist Asset Management, Llc
|
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BKM Wealth Management, LLC
|
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|
|
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF
|
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|
|
|
|
Papp L Roy & Associates
|
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|
Southern Capital Advisors, Llc
|
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|
|
|
IMC-Chicago, LLC
|
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|
|
Summit Wealth Group Llc / Co
|
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Sheets Smith Wealth Management
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Capital A Wealth Management, LLC
|
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Whittier Trust Co Of Nevada Inc
|
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TrueWealth Advisors, LLC
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Capital Performance Advisors Llp
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San Luis Wealth Advisors LLC
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KC Investment Advisors, LLC
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BKD Wealth Advisors, LLC
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StrongBox Wealth, LLC
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Tradewinds, LLC.
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Fire Capital Management LLC
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Eagle Capital Management, LLC
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HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares
|
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Skopos Labs, Inc.
|
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|
American National Bank
|
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Centennial Wealth Advisory LLC
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Soltis Investment Advisors LLC
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Covestor Ltd
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Oarsman Capital, Inc.
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WealthPlan Investment Management, LLC
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B.O.S.S. Retirement Advisors, LLC
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Mml Investors Services, Llc
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Alexis Investment Partners, LLC
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Hapanowicz & Associates Financial Services, Inc
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LaFleur & Godfrey LLC
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Atomi Financial Group, Inc.
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Compass Planning Associates Inc
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Daiwa Securities Group Inc.
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Parr Mcknight Wealth Management Group, Llc
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Knollwood Investment Advisory, LLC
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Smith, Moore & Co.
|
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Allen Mooney & Barnes Investment Advisors LLC
|
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Consolidated Portfolio Review Corp
|
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Pinnacle Financial Partners Inc
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Simon Quick Advisors, Llc
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PKS Advisory Services, LLC
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Ameraudi Asset Management, Inc.
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Becker Capital Management Inc
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Act Wealth Management, Llc
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|
|
Coastal Bridge Advisors, LLC
|
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|
|
Austin Private Wealth, LLC
|
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Capital Market Strategies LLC
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BlueChip Wealth Advisors LLC
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Ardent Capital Management, Inc.
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Gables Capital Management Inc.
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|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Gold & Special Minerals Fund Class C
|
|
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|
|
|
Banco Santander, S.A.
|
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Solstein Capital, LLC
|
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Hantz Financial Services, Inc.
|
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|
Amussen Hunsaker Associates Llc
|
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First Citizens Bank & Trust Co
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1 North Wealth Services Llc
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Shariaportfolio, Inc.
|
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Gateway Wealth Partners, LLC
|
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Stewardship Advisors, LLC
|
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|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
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|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
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|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Tepp RIA, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
CWS Financial Advisors, LLC
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|
Capital Advisors Inc/ok
|
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|
Momentous Wealth Management, Inc.
|
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|
|
Americana Partners, LLC
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|
Gryphon Financial Partners LLC
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|
BlueCrest Capital Management Ltd
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|
Hazlett, Burt & Watson, Inc.
|
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|
Cheviot Value Management, LLC
|
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|
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|
Caxton Corp
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|
Quaker Wealth Management, LLC
|
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|
Barnes Wealth Management Group, Inc
|
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|
|
|
|
Parker Investment Management, LLC
|
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|
Accurate Wealth Management, LLC
|
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|
|
CAP Partners, LLC
|
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|
|
|
|
CMT Capital Markets Trading GmbH
|
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|
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|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
Astra Wealth Partners LLC
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
TFC Financial Management
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|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Starr Indemnity & Liability Co
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
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|
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|
Archer Investment Corp
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|
|
|
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|
Cloud Capital Management, LLC
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|
Bluefin Capital Management, Llc
|
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|
Dagco, Inc.
|
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|
|
|
|
EverSource Wealth Advisors, LLC
|
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|
|
Northwest Capital Management Inc
|
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|
Sterling Capital Management LLC
|
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|
Pandora Wealth, Inc.
|
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|
|
|
|
Cedar Wealth Management, LLC
|
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|
Highland Capital Management, Llc
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|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
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|
|
|
Principia Wealth Advisory, LLC
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Saxony Capital Management, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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SevenBridge Financial Group, LLC
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White Lighthouse Investment Management Inc.
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|
Bensler, LLC
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|
Welch Group, LLC
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|
|
Prelude Capital Management, Llc
|
|
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|
|
|
Certified Advisory Corp
|
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|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
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|
|
Mather Group, Llc.
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|
Hutchens & Kramer Investment Management Group, LLC
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|
Spreng Capital Management, Inc.
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|
Phil A. Younker & Associates, Ltd.
|
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|
Staley Capital Advisers Inc
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Jupiter Wealth Management LLC
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|
Creative Financial Designs Inc /adv
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First Command Advisory Services, Inc.
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Mosaic Family Wealth Partners, Llc
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ETF Store, Inc.
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|
Cahaba Wealth Management, Inc.
|
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|
Atria Wealth Solutions, Inc.
|
|
|
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|
|
Kelly Financial Services LLC
|
|
|
|
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|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Foster & Motley Inc
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|
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|
VSM Wealth Advisory, LLC
|
|
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|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
McAdam, LLC
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|
Walkner Condon Financial Advisors LLC
|
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|
|
American Asset Management Inc.
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
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Foster Victor Wealth Advisors, LLC
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|
United Bank
|
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|
Cape Investment Advisory, Inc.
|
|
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|
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|
Lockerman Financial Group, Inc.
|
|
|
|
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|
Mackenzie Financial Corp
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|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Driehaus Capital Management Llc
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|
Colony Group, LLC
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|
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|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Holowesko Partners Ltd.
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Metavasi Capital LP
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Lgl Partners, Llc
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
KADENSA CAPITAL Ltd
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
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|
Sagespring Wealth Partners, Llc
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|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Connective Portfolio Management, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
WPWealth LLP
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
LongView Asset Management LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
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|
DeDora Capital, Inc.
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Maplelane Capital, Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
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Cornerstone Wealth Group, LLC
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Dymon Asia Capital (singapore) Pte. Ltd.
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Marshall & Sullivan Inc /wa/
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Transform Wealth, LLC
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Ingalls & Snyder Llc
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Rothschild Capital Partners, LLC
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Andrew Hill Investment Advisors, Inc.
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Warren Averett Asset Management, LLC
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FourThought Financial Partners, LLC
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Williams & Novak, LLC
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Marathon Capital Management
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Pettyjohn, Wood & White, Inc
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Nottingham Advisors, Inc.
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Garde Capital, Inc.
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Peak6 Llc
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Nbc Securities, Inc.
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Lyell Wealth Management, Lp
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Evexia Wealth Llc
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Copia Wealth Management
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Brookwood Investment Group LLC
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Lazari Capital Management, Inc.
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Sapient Capital Llc
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FSA Advisors, Inc.
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RFG Advisory, LLC
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Founders Capital Management
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Portman Square Capital LLP
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Albion Financial Group /ut
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Marco Investment Management Llc
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Us Bancorp \de\
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1248 Management, LLC
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Foster Dykema Cabot & Partners, Llc
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Integrated Wealth Concepts LLC
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State Street Corp
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Chatham Capital Group, Inc.
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REAP Financial Group, LLC
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Evergreen Capital Management Llc
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TPG Advisors LLC
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Bleakley Financial Group, LLC
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Telligent Fund, LP
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AlphaCore Capital LLC
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Schwartz Investment Counsel Inc
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Cranbrook Wealth Management, LLC
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Decker Retirement Planning Inc.
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Simplify Asset Management Inc.
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Dauntless Investment Group, LLC
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Paragon Capital Management Inc
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Fundamentun, Llc
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Souders Financial Advisors
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American Capital Advisory, LLC
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Schwallier Wealth Management LLC
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Tompkins Financial Corp
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Bleichroeder LP
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Greenland Capital Management LP
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Leigh Baldwin & Co., Llc
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King Wealth
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Hoey Investments, Inc
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New Millennium Group LLC
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Violich Capital Management, Inc.
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Nadler Financial Group, Inc.
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Trust Co Of Toledo Na /oh/
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Titan Global Capital Management Usa Llc
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Harbour Investments, Inc.
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Jaffetilchin Investment Partners, LLC
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Savvy Advisors, Inc.
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Portfolio Strategies, Inc.
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Red Cedar Investment Management, Llc
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Rehmann Capital Advisory Group
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Alpha Omega Wealth Management LLC
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Retirement Financial Solutions, Llc
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FSM Wealth Advisors, LLC
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Solutions 4 Wealth, Ltd
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Segment Wealth Management, LLC
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WMG Financial Advisors, LLC
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Teacher Retirement System Of Texas
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New Republic Capital, LLC
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Brevan Howard Capital Management LP
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Chevy Chase Trust Holdings, Inc.
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Qube Research & Technologies Ltd
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Avidian Wealth Solutions, LLC
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Mid-American Wealth Advisory Group, Inc.
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Apex Wealth Management, LLC
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Briaud Financial Planning, Inc
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Cullen/frost Bankers, Inc.
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Medici Capital Llc
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Lvm Capital Management Ltd/mi
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Lifestyle Asset Management, Inc.
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Diversified Trust Co
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International Assets Investment Management, Llc
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Highlander Partners, L.P.
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Wedgewood Investors Inc /pa/
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Walker Asset Management, LLC
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Rothschild Investment Llc
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Boothbay Fund Management, Llc
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Mb, Levis & Associates, Llc
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Scotia Capital Inc.
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Balboa Wealth Partners
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Clarus Group, Inc.
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PCG Wealth Advisors, LLC
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Neumeier Poma Investment Counsel Llc
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RHTX - Starboard Investment Trust - RH Tactical Outlook ETF
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RAM Investment Partners, LLC
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Zrc Wealth Management, Llc
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Cascades Capital Asset Management, LLC
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Highview Capital Management LLC/DE/
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Financial Network Wealth Advisors LLC
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DCF Advisers, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Vista Investment Management
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Allen Wealth Management, Llc
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WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
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CX Institutional
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
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Ubs Oconnor Llc
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Forbes J M & Co Llp
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ProVise Management Group, LLC
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Man Group plc
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Klingenstein Fields & Co Lp
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Stephenson & Company, Inc.
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Webster Bank, N. A.
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Fairfield, Bush & Co.
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New Century Financial Group, LLC
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Oliver Luxxe Assets LLC
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Sound Income Strategies, LLC
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Kraft, Davis & Associates, LLC
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E&G Advisors, LP
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Bernard Wealth Management Corp.
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Resources Investment Advisors, LLC.
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Capital Planning LLC
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Belfer Management LLC
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Harvey Capital Management Inc
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American Institute for Advanced Investment Management, LLP
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Professional Financial Advisors, LLC
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Amara Financial, Llc.
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Benjamin Edwards Inc
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Kovitz Investment Group Partners, LLC
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Bnp Paribas Arbitrage, Sa
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Avondale Wealth Management
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Forum Financial Management, LP
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Rockland Trust Co
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Madrona Financial Services, LLC
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Farrell Financial LLC
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Strategy Asset Managers Llc
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Proffitt & Goodson Inc
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Premier Financial Group
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Shepherd Financial Partners LLC
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Prairie Wealth Advisors, Inc.
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Susquehanna International Group, Llp
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Aquire Wealth Advisors, LLC
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Cornerstone Advisors Asset Management, Inc
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Mittelman Wealth Management
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Jfs Wealth Advisors, Llc
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Werba Rubin Papier Wealth Management
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Curio Wealth, Llc
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Outlook Wealth Advisors, LLC
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Semmax Financial Advisors Inc.
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SeaBridge Investment Advisors LLC
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Cedar Mountain Advisors, LLC
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
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Helios Capital Management Pte. Ltd
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CVA Family Office, LLC
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Beutel, Goodman & Co Ltd.
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David R. Rahn & Associates Inc.
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Wealthquest Corp
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CIBC Private Wealth Group, LLC
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Retirement Planning Group
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Bank Julius Baer & Co. Ltd, Zurich
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Private Wealth Partners, LLC
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Verus Capital Partners, Llc
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River Street Advisors LLC
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Golden State Wealth Management, LLC
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Maridea Wealth Management LLC
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KKM Financial LLC
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Beverly Hills Private Wealth, LLC
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Beacon Capital Management, LLC
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Gradient Capital Advisors, LLC
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Thomist Capital Management, LP
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Shepherd Kaplan Krochuk, Llc
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Ellis Investment Partners, LLC
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Safe Harbor Fiduciary, LLC
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Taddei, Ludwig & Associates, Inc.
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Orgel Wealth Management, LLC
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Blue Bell Private Wealth Management, Llc
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Halbert Hargrove Global Advisors, Llc
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We Are One Seven, LLC
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Pinnacle Financial Group, LLC / IL
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Colonial Trust Advisors
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Bernardo Wealth Planning LLC
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4wealth Advisors, Inc.
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Millstone Evans Group, LLC
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Ramsey Quantitative Systems
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FreeGulliver LLC
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Abound Wealth Management
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Lantz Financial LLC
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Woodmont Investment Counsel Llc
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Schneider Downs Wealth Management Advisors, LP
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StoneX Group Inc.
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Cornerstone Capital, Inc.
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Global Wealth Management, LLC
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Natixis
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Hudock, Inc.
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Cerro Pacific Wealth Advisors LLC
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Bruce G. Allen Investments, LLC
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Buckhead Capital Management Llc
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GM Advisory Group, Inc.
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Sandbox Financial Partners, LLC
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Sovran Advisors, LLC
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Princeton Capital Management Llc
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Sheaff Brock Investment Advisors, LLC
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Canton Hathaway, LLC
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Zeit Capital LLC
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Seacrest Wealth Management, Llc
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New Harbor Financial Group, LLC
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Truist Financial Corp
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Luminist Capital LLC
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Richmond Investment Services, LLC
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Meridian Wealth Partners, LLC
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WT Wealth Management
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DME Capital Management, LP
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Union Bancaire Privee, UBP SA
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Freestone Capital Holdings, LLC
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Skylands Capital, LLC
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Citadel Advisors Llc
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MEMBERS Trust Co
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Defined Financial Planning LLC
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Principal Securities, Inc.
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World Equity Group, Inc.
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Ascent Group, LLC
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Newbridge Financial Services Group, Inc.
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Resolute Wealth Strategies, LLC
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Quantinno Capital Management LP
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Peoples Financial Services Corp.
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Investment Management Corp /va/ /adv
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Guyasuta Investment Advisors Inc
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Zhang Financial LLC
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Verition Fund Management LLC
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Private Advisor Group, LLC
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IvyRock Asset Management (HK) Ltd
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Mowery & Schoenfeld Wealth Management, LLC
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Atalanta Sosnoff Capital, Llc
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Climber Capital SA
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Gouws Capital LLC
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Access Financial Services, Inc.
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CPR Investments Inc.
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Cypress Asset Management Inc/tx
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Wolverine Asset Management Llc
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Prime Capital Investment Advisors, LLC
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|
Ctc Llc
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Northcape Wealth Management, Llc
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|
Independence Bank of Kentucky
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Relyea Zuckerberg Hanson LLC
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Turtle Creek Wealth Advisors, LLC
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Northwest & Ethical Investments L.P.
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Blue Fin Capital, Inc.
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AlTi Global, Inc.
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First Commonwealth Financial Corp /pa/
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Mirae Asset Global Investments Co., Ltd.
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Aviva Plc
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FIL Ltd
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Townsquare Capital Llc
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Burns J W & Co Inc/ny
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RoundAngle Advisors LLC
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Fifth Third Wealth Advisors LLC
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RDA Financial Network
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CWA Asset Management Group, LLC
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Townsend & Associates, Inc
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Liberty Square Wealth Partners Llc
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Corundum Group, Inc.
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Sollinda Capital Management LLC
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Tacita Capital Inc
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Knoll Capital Management, LLC
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Blueprint Financial Advisors LLC
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Prentiss Smith & Co Inc
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Bailard, Inc.
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Chicago Partners Investment Group LLC
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Good Steward Wealth Advisors,LLC
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RMR Wealth Builders
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Cercano Management LLC
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First Heartland Consultants, Inc.
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Phoenix Holdings Ltd.
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Godsey & Gibb Associates
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Integrity Financial Corp /WA
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|
Smithfield Trust Co
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Provident Wealth Management, LLC
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|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
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|
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|
Fortis Capital Management LLC
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|
Pinnacle Wealth Management Advisory Group, LLC
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SkyOak Wealth, LLC
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Central Bank & Trust Co
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|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class
|
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|
Elser Financial Planning, Inc
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Advisors Preferred, LLC
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Private Client Services, Llc
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Nicholson Wealth Management Group, LLC
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Round Rock Advisors, LLC
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Partners Wealth Management, Llc
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Alliance Wealth Advisors, LLC
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Alliance Wealth Advisors, LLC /UT
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St Germain D J Co Inc
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Sharp Financial Services, LLC
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Winch Advisory Services, LLC
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Aviso Financial Inc.
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Bfsg, Llc
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Bright Financial Advisors, Inc.
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Clear Harbor Asset Management, LLC
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Sachetta, LLC
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AdvisorShares Investments LLC
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Leo Wealth, LLC
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M1 Capital Management LLC
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Pinnacle Bancorp, Inc.
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PYA Waltman Capital, LLC
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Bard Associates Inc
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GPS Wealth Strategies Group, LLC
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BSW Wealth Partners
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Strengthening Families & Communities, LLC
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Mark Sheptoff Financial Planning, Llc
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Brio Consultants, LLC
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Atria Investments Llc
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Merrion Investment Management Co, LLC
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Polymer Capital Management (HK) LTD
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Stratos Wealth Advisors, LLC
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Legacy Capital Group California, Inc.
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MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A
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Promus Capital, LLC
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Commonwealth Equity Services, Llc
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Baring Financial LLC
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Sage Mountain Advisors LLC
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Crowley Wealth Management, Inc.
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TD Waterhouse Canada Inc.
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Brighton Jones Llc
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Northside Capital Management, LLC
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TigerOak Management, L.L.C.
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Dynamic Advisor Solutions LLC
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Fort Sheridan Advisors Llc
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Cascade Financial Partners, LLC
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SFE Investment Counsel
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Arkadios Wealth Advisors
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Kayne Anderson Rudnick Investment Management Llc
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Diversified Portfolios, Inc.
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4J Wealth Management LLC
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High Net Worth Advisory Group LLC
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BlueSky Wealth Advisors, LLC
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Baldwin Investment Management, LLC
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Fiduciary Trust Co
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Tolleson Wealth Management, Inc.
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Grove Bank & Trust
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Bearing Point Capital, Llc
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Kercheville Advisors, LLC
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Avaii Wealth Management, Llc
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Wealth Management Associates, Inc.
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Rise Advisors, LLC
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Bank Of America Corp /de/
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PPSC Investment Service Corp
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Centiva Capital, LP
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Kings Path Partners LLC
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Vermillion & White Wealth Management Group, LLC
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Indiana Trust & Investment Management CO
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Mercer Global Advisors Inc /adv
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Gilliland Jeter Wealth Management LLC
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Integrated Investment Consultants, LLC
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Collaborative Wealth Managment Inc.
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Pinkerton Retirement Specialists, LLC
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Steel Peak Wealth Management LLC
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Reyes Financial Architecture, Inc.
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Salem Investment Counselors Inc
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Joseph P. Lucia & Associates, LLC
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Laurel Wealth Advisors LLC
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Carl Stuart Investment Advisor, Inc
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Sunbelt Securities, Inc.
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Willow Creek Wealth Management Inc.
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Ameritas Investment Partners, Inc.
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Parallel Advisors, LLC
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Riverview Trust Co
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Archford Capital Strategies, LLC
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Vienna Asset Management LLC
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PayPay Securities Corp
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Broadway Wealth Solutions, Inc.
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Ws Management Lllp
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Luts & Greenleigh Group, Inc
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HCR Wealth Advisors
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Focused Wealth Management, Inc
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Schechter Investment Advisors, LLC
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Nicollet Investment Management, Inc.
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Aspect Partners, LLC
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Ausdal Financial Partners, Inc.
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Prudent Investors Network
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GoalFusion Wealth Management, LLC
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First National Bank of Mount Dora, Trust Investment Services
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DHK Financial Advisors, Inc.
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CIBC Asset Management Inc
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Quadrant Private Wealth Management, LLC
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Bbr Partners, Llc
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Regatta Capital Group, Llc
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Gallagher Fiduciary Advisors, LLC
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Park National Corp /oh/
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WFA of San Diego, LLC
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Well Done, LLC
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Nokomis Capital, L.L.C.
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Astoria Portfolio Advisors LLC.
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J Hagan Capital, Inc.
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Palisade Capital Management Llc/nj
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Strait & Sound Wealth Management LLC
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Foguth Wealth Management, LLC.
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Mission Wealth Management, Lp
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Davis Capital Management
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IAG Wealth Partners, LLC
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Wealthcare Advisory Partners LLC
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Baker Ellis Asset Management LLC
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LexAurum Advisors, LLC
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Ironwood Financial, llc
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Custos Family Office, LLC
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Aviance Capital Partners, LLC
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Buffington Mohr McNeal
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Chung Wu Investment Group, LLC
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Wolf Group Capital Advisors
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Strategies Wealth Advisors, LLC
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Washington Trust Advisors, Inc.
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City State Bank
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United Capital Management of KS, Inc.
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Quotient Wealth Partners, LLC
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Stephens Consulting, LLC
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Gould Capital, LLC
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Tactive Advisors, LLC
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Cornerstone Management, Inc.
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Full Sail Capital, LLC
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Glenmede Trust Co Na
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Waratah Capital Advisors Ltd.
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IAM Advisory, LLC
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Victory Financial Group, Llc
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Annex Advisory Services, LLC
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Colonial River Wealth Management, LLC
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Beacon Capital Management, Inc.
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Parallax Volatility Advisers, L.P.
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Heritage Trust Co
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BlackRock Capital Allocation Trust
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Acas, Llc
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Modus Advisors, LLC
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Lee Danner & Bass Inc
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Envestnet Portfolio Solutions, Inc.
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Ssa Swiss Advisors Ag
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Auxano Advisors, LLC
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Nordwand Advisors, LLC
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MOOD - EA Series Trust - Relative Sentiment Tactical Allocation ETF
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Gallacher Capital Management LLC
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Traub Capital Management LLC
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Augustine Asset Management Inc
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Rockingstone Advisors LLC
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Sowell Financial Services LLC
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Knuff & Co LLC
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ADAPT Investment Managers SA
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Westside Investment Management, Inc.
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Valiant Capital Management, L.P.
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United Asset Strategies, Inc.
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Howard Capital Management Inc.
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Integrity Alliance, Llc.
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M&t Bank Corp
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J.w. Cole Advisors, Inc.
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Future You Wealth Llc
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Legacy Investment Solutions, LLC
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Hohimer Wealth Management, Llc
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Northern Capital Management, Inc.
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Woodward Diversified Capital, Llc
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Claudia M.p. Batlle, Crp (r) Llc
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Davis Investment Partners, LLC
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Fox Hill Wealth Management
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Meriwether Wealth & Planning, LLC
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OneAscent Wealth Management LLC
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Carmel Capital Management L.L.C.
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Aegis Financial Corp
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DYTA - RBB FUND, INC. - SGI Dynamic Tactical ETF
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Harbour Investment Management Llc
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Lokken Investment Group LLC
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Accordant Advisory Group Inc
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Heritage Oak Wealth Advisors Llc
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Brave Asset Management Inc
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McIlrath & Eck, LLC
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Capitolis Liquid Global Markets LLC
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Inscription Capital, LLC
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Acorn Financial Advisory Services Inc /adv
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Tritonpoint Wealth, Llc
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Mission Hills Financial Advisory, LLC
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MAI Capital Management
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Studio Investment Management Llc
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Condor Capital Management
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Treasure Coast Financial Planning
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Phillips Financial Management, Llc
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EPG Wealth Management LLC
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First Foundation Advisors
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Hudson Capital Management LLC
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Aprio Wealth Management, LLC
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Madden Advisory Services, Inc.
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Daymark Wealth Partners, Llc
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Tiaa Trust, National Association
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Pettinga Financial Advisors, LLC
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ARS Investment Partners, LLC
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Geneva Partners, LLC
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Fractal Investments LLC
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Callan Capital, LLC
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Carr Financial Group Corp
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Strategic Equity Management
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Savior LLC
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McDonough Capital Management, Inc
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Proficio Capital Partners LLC
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Second Half Financial Partners, LLC
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Clarity Asset Management, Inc.
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SS&H Financial Advisors, Inc.
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GAMMA Investing LLC
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Bridgewealth Advisory Group, LLC
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Ledyard National Bank
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Sunbeam Capital Management, LLC
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Venture Visionary Partners LLC
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Your Advocates Ltd., LLP
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Belpointe Asset Management LLC
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Calton & Associates, Inc.
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Bnp Paribas
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Gibbs Wealth Management
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Hbk Investments L P
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BlackRock ESG Capital Allocation Trust
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Nwam Llc
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City National Bank Of Florida /msd
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Vantage Financial Partners, LLC
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Capital Insight Partners, Llc
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Bigelow Investment Advisors, LLC
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Baron Financial Group, LLC
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Opal Wealth Advisors, LLC
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McBroom & Associates, LLC
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Knightsbridge Asset Management, Llc
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HighTower Advisors, LLC
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Grandfield & Dodd, Llc
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Apexium Financial, Lp
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Sagil Capital Llp
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Strategic Wealth Partners, Ltd.
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Camarda Financial Advisors, LLC
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Lazard Asset Management Llc
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Cypress Capital Advisors, LLC
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Interchange Capital Partners, LLC
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Ariadne Wealth Management, LP
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BOK Financial Private Wealth, Inc.
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Wellington Shields Capital Management, LLC
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Fifth Third Securities, Inc.
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First National Bank of Hutchinson
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Nvest Financial, LLC
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Washington Trust Bank
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Summit X, LLC
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Spectrum Wealth Advisory Group, LLC
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Kerntke Otto McGlone Wealth Management Group
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Nelson Capital Management, LLC
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Mv Capital Management, Inc.
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Onyx Bridge Wealth Group LLC
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Aire Advisors, Llc
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WealthNavi Inc.
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Valley Financial Group, Inc.
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Pin Oak Investment Advisors Inc
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Delta Financial Group, Inc.
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HBW Advisory Services LLC
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Provenance Wealth Advisors, LLC
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Shorepoint Capital Partners LLC
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Landmark Wealth Management, Inc.
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WJ Wealth Management, LLC
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Regal Investment Advisors LLC
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Stonehearth Capital Management, LLC
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Harmony Asset Management Llc
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Thomas J. Herzfeld Advisors, Inc.
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Prosperity Consulting Group, LLC
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Red Door Wealth Management, LLC
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Painted Porch Advisors LLC
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Comprehensive Money Management Services LLC
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Stenahm Asset Managment Ltd
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Independence Financial Advisors, LLC
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Herold Advisors, Inc.
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Entrewealth, Llc
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Signal Advisors Wealth, LLC
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Midwest Professional Planners, LTD.
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QGLDX - Advisors Preferred Trust - The Gold Bullion Strategy Fund Investor Class Shares
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Forza Wealth Management, LLC
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Salomon & Ludwin, LLC
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Carnegie Capital Asset Management, LLC
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Beckerman Institutional, LLC
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Optiver Holding B.V.
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Altfest L J & Co Inc
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Farmers National Bank
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Arizona PSPRS Trust
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Nicholas Hoffman & Company, LLC.
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Brandywine Oak Private Wealth Llc
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Wealthstar Advisors, Llc
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Bellecapital International Ltd.
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Krilogy Financial LLC
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Destiny Capital Corp/CO
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Azzad Asset Management Inc /adv
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Coco Enterprises, LLC
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Sumitomo Mitsui Trust Holdings, Inc.
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Gainplan LLC
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Kohmann Bosshard Financial Services, LLC
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Kiley Juergens Wealth Management, Llc
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Embree Financial Group
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Horst & Graben Wealth Management LLC
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AlphaStar Capital Management, LLC
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BostonPremier Wealth LLC
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Prism Advisors, Inc.
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Heartwood Wealth Advisors LLC
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Bradley Foster & Sargent Inc/ct
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Crane Advisory, LLC
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Caliber Wealth Management, LLC / KS
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West Paces Advisors Inc.
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Old West Investment Management, LLC
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Glenorchy Capital Ltd
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Zwj Investment Counsel Inc
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Winthrop Capital Management, LLC
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Kieckhefer Group Llc
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Blue Capital, Inc.
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Narwhal Capital Management
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Richard W. Paul & Associates, LLC
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GGM Financials LLC
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Brown Miller Wealth Management, LLC
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Penobscot Investment Management Company, Inc.
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MAPP - Harbor ETF Trust - Harbor Multi-Asset Explorer ETF
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Capital Advisors, Ltd. LLC
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Sequoia Financial Advisors, LLC
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Fortress Financial Group, Llc
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IFG Advisory, LLC
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Bosman Wealth Management, LLC
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Southland Equity Partners LLC
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Ndwm Llc
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Northern Oak Wealth Management Inc
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Main Management LLC
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Brinker Capital Investments, LLC
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Synovus Financial Corp
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Factory Mutual Insurance Co
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Nvwm, Llc
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D.B. Root & Company, LLC
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Consultiva Wealth Management, Corp.
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North Berkeley Wealth Management, LLC
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Burford Brothers, Inc.
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Lester Murray Antman dba SimplyRich
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Elwood & Goetz Wealth Advisory Group, LLC
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Sona Asset Management (us) Llc
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Byrne Financial Freedom, Llc
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Pathway Financial Advisors LLC
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Wealthstream Advisors, Inc.
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Accretive Wealth Partners, LLC
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Trust Co Of Vermont
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Sage Rhino Capital Llc
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WorthPointe, LLC
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Total Clarity Wealth Management, Inc.
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Advyzon Investment Management, LLC
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Pointe Capital Management LLC
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Quantum Capital Management, LLC / NJ
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Kessler Investment Group, LLC
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Cutler Capital Management, LLC
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XML Financial, LLC
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Sprott Inc.
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Viewpoint Capital Management LLC
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Blair William & Co/il
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Tennessee Valley Asset Management Partners
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Keel Point, LLC
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RMR Capital Management, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
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OneAscent Financial Services LLC
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Towneley Capital Management, Inc / DE
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Compass Financial Services Inc
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Intellus Advisors LLC
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Mach-1 Financial Group, Inc.
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City Center Advisors, LLC
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FSR Wealth Management Ltd.
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Coldstream Capital Management Inc
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Sound View Wealth Advisors Group, LLC
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Advisory Alpha, LLC
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Matrix Asset Advisors Inc/ny
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Huntington National Bank
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Inlight Wealth Management, LLC
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Linden Thomas Advisory Services, LLC
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Vontobel Holding Ltd.
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3EDGE Asset Management, LP
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IMS Capital Management
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Nomura Holdings Inc
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PMG Wealth Management, Inc.
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Adamsbrown Wealth Consultants Llc
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Minot DeBlois Advisors LLC
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Cambridge Advisors Inc.
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Whitefort Capital Management, LP
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United Capital Financial Advisers, Llc
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Miller Financial Services LLC
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Old Point Trust & Financial Services N A
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Pflug Koory, LLC
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KFA Private Wealth Group, LLC
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UBS Group AG
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Tudor Investment Corp Et Al
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Perissos Private Wealth Management, LLC
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Wealth Alliance Advisory Group, LLC
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Davis R M Inc
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Shikiar Asset Management Inc
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Capstone Investment Advisors, Llc
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Viewpoint Investment Partners Corp
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SilverOak Wealth Management LLC
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Tyler-Stone Wealth Management
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First PREMIER Bank
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Balyasny Asset Management Llc
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Pictet North America Advisors SA
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First Trust Advisors Lp
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VanderPol Investments L.L.C.
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Signet Financial Management, Llc
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Castle Rock Wealth Management, LLC
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Keynote Financial Services Llc
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Bank of New York Mellon Corp
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ARGI Investment Services, LLC
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Schnieders Capital Management Llc
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Twelve Points Wealth Management LLC
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Sarasin & Partners LLP
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Tectonic Advisors Llc
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Kimelman & Baird, LLC
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Fragasso Group Inc.
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Montz Harcus Wealth Management LLC
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U.S. Capital Wealth Advisors, LLC
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Janney Capital Management LLC
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Genesis Private Wealth, Llc
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Oak Grove Capital LLC
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Van Cleef Asset Management,Inc
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Hilltop Holdings Inc.
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Verdence Capital Advisors LLC
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Moulton Wealth Management, Inc
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Compagnie Lombard Odier SCmA
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Tme Financial, Inc.
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Core Wealth Partners LLC
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Victory Capital Management Inc
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New England Capital Financial Advisors LLC
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Clark Capital Management Group, Inc.
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Sofos Investments, Inc.
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Palumbo Wealth Management LLC
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Ellenbecker Investment Group
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Argyle Capital Partners, LLC
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Clifford Swan Investment Counsel Llc
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Baxter Bros Inc
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Wedmont Private Capital
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Chemung Canal Trust Co
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Miramar Capital, LLC
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Comprehensive Financial Planning, Inc./PA
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Harbour Capital Advisors, LLC
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GWM Advisors LLC
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Accredited Investor Services, Llc
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Howland Capital Management Llc
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Allen Capital Group, LLC
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Planning Center, Inc.
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Key FInancial Inc
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Sig Brokerage, Lp
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Invst, LLC
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West Oak Capital, LLC
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Financial Perspectives, Inc
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Disciplined Investors, L.L.C.
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Northwestern Mutual Wealth Management Co
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E Fund Management Co., Ltd.
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Apella Capital, LLC
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Koshinski Asset Management, Inc.
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Ieq Capital, Llc
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Cullinan Associates Inc
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Rock Creek Group, LP
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Csenge Advisory Group
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Global Trust Asset Management, LLC
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Vista Finance, Llc
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PDS Planning, Inc
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Crescent Grove Advisors, LLC
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Colton Groome Financial Advisors, Llc
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Buckingham Strategic Partners
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|
AMG National Trust Bank
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I
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Integrated Advisors Network LLC
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Tanglewood Wealth Management, Inc.
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Owen LaRue, LLC
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MBA Advisors LLC
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Hanover Advisors Inc
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Financial & Tax Architects, LLC
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Financial Partners Group, Inc
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Vident Advisory, LLC
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Cumberland Partners Ltd
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Clear Street Llc
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Kestra Private Wealth Services, Llc
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Kcm Investment Advisors Llc
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Swan Global Investments, LLC
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TFR Capital, LLC.
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Per Stirling Capital Management, LLC.
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Sentinel Pension Advisors Inc
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Orin Green Financial, LLC
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WMKTX - WESMARK FUNDS - WesMark Tactical Opportunity Fund
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Global Assets Advisory, LLC
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Douglass Winthrop Advisors, LLC
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Petix & Botte Co
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Howe & Rusling Inc
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Cambridge Financial Group, LLC
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Western Pacific Wealth Management, LP
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Olympus Wealth Management, Llc
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Hunter Perkins Capital Management, LLC
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Portland Global Advisors LLC
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Fmr Llc
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Ttp Investments, Inc.
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Sugar Maple Asset Management, LLC
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Beck Mack & Oliver Llc
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Edge Financial Advisors LLC
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Compass Wealth Management, LLC/GA
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High Falls Advisors, Inc
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Oder Investment Management, LLC
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Lafayette Investments, Inc.
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Parkworth Wealth Management, Inc.
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Romano Brothers And Company
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RMB Capital Management, LLC
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|
Baron Silver Stevens Financial Advisors, Llc
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|
Vanguard Capital Wealth Advisors
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|
NCM Capital Management, LLC
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|
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|
ESG Planning
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|
First Bancorp, Inc /ME/
|
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Nicolet Bankshares Inc
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Tandem Financial, LLC
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Financial Gravity Companies, Inc.
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Checchi Capital Advisers, LLC
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First Trust Bank, Ltd.
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|
Intrepid Capital Management Inc
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Barr E S & Co
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|
M Wealth Management, LLC
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|
Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A
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|
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|
Van Hulzen Asset Management, LLC
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Gitterman Wealth Management, LLC
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|
Pacitti Group Inc.
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|
Wilson & Boucher Capital Management, LLC
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Simplicity Wealth,LLC
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|
Barry Investment Advisors, LLC
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|
Alamea Verwaltungs GmbH
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|
Moss Adams Wealth Advisors LLC
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Meridian Wealth Advisors, LLC
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MSH Capital Advisors LLC
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Oakworth Capital, Inc.
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National Asset Management, Inc.
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Courage Miller Partners, LLC
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Elite Financial, Inc.
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Transce3nd, LLC
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Caas Capital Management Lp
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Farther Finance Advisors, LLC
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|
Kellett Schaffner Wealth Advisors LLC
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Heritage Wealth Advisors
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CRA Financial Services, LLC
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Nikulski Financial, Inc.
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Nova Wealth Management, Inc.
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Patriot Investment Management Inc.
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Lodestar Private Asset Management Llc
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Stock Yards Bank & Trust Co
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|
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|
West Bancorporation Inc
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|
Wealth Enhancement Advisory Services, Llc
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|
Community Bank, N.A.
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V. M. Manning & Co., Inc.
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Indie Asset Partners, LLC
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MRP Capital Investments, LLC
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|
Ameriprise Financial Inc
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|
Intelligent Financial Strategies
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|
Clay Northam Wealth Management, LLC
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|
Burney Co/
|
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|
|
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|
Trifecta Capital Advisors, LLC
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|
|
|
|
Game Creek Capital, LP
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|
Advisors Preferred Trust - The Gold Bullion Strategy Portfolio
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|
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|
|
North Forty Two & Co.
|
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|
|
|
|
Litman Gregory Asset Management LLC
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|
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|
TRUE Private Wealth Advisors
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|
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|
SILVER OAK SECURITIES, Inc
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|
|
|
|
Roxbury Financial LLC
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|
Spears Abacus Advisors LLC
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|
Blackston Financial Advisory Group, LLC
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|
Sandy Cove Advisors, LLC
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|
Weaver Consulting Group
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|
Wealthbridge Capital Management, Llc
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|
Spinnaker Trust
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|
|
|
|
Horizon Investments, LLC
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|
Jmac Enterprises Llc
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|
Wealthgarden F.s. Llc
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|
|
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|
Sax Wealth Advisors, Llc
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|
|
|
|
First County Bank /CT/
|
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|
|
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|
Congress Park Capital LLC
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|
Umb Bank N A/mo
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|
Stonegate Investment Group, LLC
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|
Bull Street Advisors, LLC
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|
Alteri Wealth LLC
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|
Affinity Capital Advisors, LLC
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|
TD Capital Management LLC
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|
Manhattan West Asset Management, LLC
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|
Activest Wealth Management
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Marathon Trading Investment Management LLC
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|
Wellington Capital Management, Inc.
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|
Lowe Wealth Advisors, LLC
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Boston Private Wealth Llc
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|
Cinctive Capital Management LP
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|
International Private Wealth Advisors LLC
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|
Flagship Harbor Advisors, Llc
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|
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Burns Matteson Capital Management, LLC
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American Trust
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Sovereign Financial Group, Inc.
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Whitener Capital Management, Inc.
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German American Bancorp, Inc.
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Navellier & Associates Inc
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Pinpoint Asset Management Ltd
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|
Aua Capital Management, Llc
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|
Diversify Advisory Services, LLC
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|
Kathmere Capital Management, LLC
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McHugh Group, LLC
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Deane Retirement Strategies, Inc.
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Tyche Wealth Partners LLC
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Integrity Wealth Advisors, Inc.
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Visionary Horizons, LLC
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Headinvest, Llc
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|
Goldstone Financial Group, LLC
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Flagship Wealth Advisors, Llc
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Darden Wealth Group Inc
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Vise Technologies, Inc.
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Columbia Asset Management
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Mascagni Wealth Management, Inc.
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Teamwork Financial Advisors, LLC
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Great Lakes Retirement, Inc.
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Pavion Blue Capital, LLC
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Laidlaw Wealth Management LLC
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Ciovacco Capital Management LLC
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SBI Securities Co., Ltd.
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Rodgers Brothers Inc.
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
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Capital Wealth Planning, LLC
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Limestone Investment Advisors LP
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Efficient Advisors, LLC
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Financial Engines Advisors L.L.C.
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Evoke Wealth, Llc
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jvl associates llc
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Marshall Investment Management, Llc
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Dynamic Technology Lab Private Ltd
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Bnc Wealth Management, Llc
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Milestones Private Investment Advisors LLC
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Bienville Capital Management, LLC
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Stablepoint Partners, LLC
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Vaughan David Investments Inc/il
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Wbh Advisory Inc
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Dearborn Partners Llc
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Sterneck Capital Management, LLC
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Catalytic Wealth RIA, LLC
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Manchester Capital Management LLC
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Advance Capital Management, Inc.
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Client First Capital LLC
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Anthracite Investment Company, Inc.
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REDW Wealth LLC
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Hemington Wealth Management
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Mayfair Advisory Group, LLC
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Willis Johnson & Associates, Inc.
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Intrepid Family Office Llc
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Coppell Advisory Solutions LLC
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Regions Financial Corp
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Detalus Advisors, LLC
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Crestwood Advisors Group LLC
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Botty Investors LLC
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Lynx Investment Advisory
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Credential Qtrade Securities Inc.
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Pinpoint Asset Management (Singapore) Pte. Ltd.
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Lummis Asset Management, LP
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Centricity Wealth Management, LLC
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Compass Ion Advisors, LLC
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Keystone Global Partners, LLC
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Quadrature Capital Ltd
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Glassman Wealth Services
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Clear Creek Financial Management, LLC
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Helium Advisors LLC
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Compass Wealth Management LLC
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Lederer & Associates Investment Counsel/ca
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Giverny Capital Inc.
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Gotham Asset Management, LLC
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Guardian Wealth Advisors, Llc / Nc
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Potentia Wealth
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Empower Advisory Group, LLC
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Northeast Financial Group, Inc.
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Global Wealth Strategies & Associates
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SOL Capital Management CO
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Brookstone Capital Management
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Chemistry Wealth Management LLC
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Journey Advisory Group, LLC
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Congress Wealth Management LLC / DE /
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Meritage Portfolio Management
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Gibson Capital, LLC
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Dopkins Wealth Management, Llc
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swisspartners Advisors Ltd
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All Terrain Financial Advisors, LLC
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XNAV - FundX Investment Trust - FundX Aggressive ETF
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Insight Wealth Partners, LLC
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BCS Private Wealth Management, Inc.
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Pegasus Asset Management, Inc.
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Pine Haven Investment Counsel, Inc
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Thoroughbred Financial Services, Llc
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Armor Advisors, L.l.c.
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Jeppson Wealth Management, Llc
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Signaturefd, Llc
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Cwm, Llc
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UMA Financial Services, Inc.
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Balanced Wealth Group Llc
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Atticus Wealth Management, Llc
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Barings Llc
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Norris Perne & French Llp/mi
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Post Resch Tallon Group Inc.
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Keebeck Wealth Management, LLC
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Western Wealth Management, LLC
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Clearbridge Investments, LLC
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Ci Investments Inc.
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Total Wealth Planning, Llc
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Emerald Investment Partners, Llc
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Foster Group, Inc.
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Riggs Asset Managment Co. Inc.
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Patton Albertson Miller Group, Llc
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WealthTrak Capital Management LLC
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Plancorp, LLC
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Cary Street Partner Investment Advisory Llc
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Castleview Partners, Llc
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Alesco Advisors Llc
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BCS Wealth Management
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Argentarii, LLC
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Winthrop Advisory Group LLC
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Pnc Financial Services Group, Inc.
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Asset Dedication, LLC
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Alternative Investment Advisors, LLC.
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Slagle Financial, LLC
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Legacy Capital Wealth Partners, LLC
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Team Financial Group, LLC
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Frazier Financial Advisors, LLC
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Keystone Financial Group, Inc.
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N.E.W. Advisory Services LLC
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McKinley Carter Wealth Services, Inc.
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Cohen & Steers Closed-end Opportunity Fund, Inc.
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Ball & Co Wealth Management Inc.
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Falcon Wealth Planning
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Isthmus Partners, Llc
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CENTRAL TRUST Co
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Apollon Financial, LLC
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Kiker Wealth Management, LLC
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Capital City Trust Co/fl
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BRYN MAWR TRUST Co
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B&D White Capital Company, LLC
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EP Wealth Advisors, Inc.
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Ignite Planners, LLC
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Lanham O'Dell & Company, Inc.
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Edmond De Rothschild Holding S.a.
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PFG Advisors
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Clg Llc
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One Capital Management, LLC
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Global Endowment Management, LP
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Financial Advisory Service, Inc.
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Ancora Advisors, LLC
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Sequent Planning LLC
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Consolidated Investment Group LLC
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First National Bank Sioux Falls
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Safeguard Investment Advisory Group, LLC
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Sumitomo Mitsui Financial Group, Inc.
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FNY Investment Advisers, LLC
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BTG Pactual Asset Management US LLC
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Cassia Capital Partners, LLC
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Cypress Capital Group
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Park Avenue Securities Llc
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Intrua Financial, LLC
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Acorn Creek Capital Llc
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Pines Wealth Management, LLC
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Sonata Capital Group Inc
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Talon Private Wealth, LLC
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Glaxis Capital Management, LLC
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Alaethes Wealth LLC
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Financial Guidance Group, Inc.
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Afg Fiduciary Services Limited Partnership
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Bcm Advisors, Llc
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Oxler Private Wealth LLC
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Broyhill Asset Management
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Addison Advisors LLC
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Rossby Financial, LCC
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Mayflower Financial Advisors, LLC
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Gen-Wealth Partners Inc
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Orbis Allan Gray Ltd
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One + One Wealth Management, Llc
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Stephens Inc /ar/
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Appleton Partners Inc/ma
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Sterling Investment Management, Inc.
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Sonora Investment Management Group, LLC
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Clark Asset Management, LLC
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Almanack Investment Partners, LLC.
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PFG Investments, LLC
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Barclays Plc
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Black Diamond Financial, LLC
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NFP Retirement, Inc.
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4Thought Financial Group Inc.
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MFA Wealth Services
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Fairview Capital Investment Management, Llc
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Ameritas Advisory Services, LLC
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Garrett Wealth Advisory Group, LLC
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Hancock Whitney Corp
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Valeo Financial Advisors, LLC
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Channel Wealth Llc
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Sigma Planning Corp
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National Wealth Management Group, LLC
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Cypress Wealth Services, LLC
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Atlas Brown,Inc.
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Apollon Wealth Management, LLC
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Jackson Wealth Management, LLC
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Old Second National Bank Of Aurora
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Gunderson Capital Management Inc.
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Arcus Capital Partners, LLC
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Gould Asset Management Llc /ca/
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DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
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Taylor & Morgan Wealth Management, LLC
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Motco
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Pittenger & Anderson Inc
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MKT Advisors LLC
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Wealth Advisory Solutions, LLC
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Swisher Financial Concepts, Inc.
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Fortis Group Advisors, LLC
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LFA - Lugano Financial Advisors SA
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Seamount Financial Group Inc
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Marks Group Wealth Management, Inc
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IFP Advisors, Inc
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Df Dent & Co Inc
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Westfuller Advisors, LLC
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Kmg Fiduciary Partners, Llc
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BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell
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Roundview Capital LLC
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Contravisory Investment Management, Inc.
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Opus Capital Group, LLC
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Claro Advisors LLC
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Farmers & Merchants Trust Co of Chambersburg PA
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AlphaQ Advisors LLC
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Peak Asset Management, LLC
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ABLE Financial Group, LLC
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D L Carlson Investment Group Inc
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Sharkey, Howes & Javer
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Tarbox Family Office, Inc.
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Inspire Advisors, LLC
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Crews Bank & Trust
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Naples Global Advisors, Llc
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Private Trust Co Na
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Morse Asset Management, Inc
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Personal Cfo Solutions, Llc
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True Vision MN LLC
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BluePointe Capital Management, LLC
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Westbourne Investments, Inc.
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Joule Financial, LLC
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DKM Wealth Management, Inc.
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Koss-Olinger Consulting, LLC
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Root Financial Partners, LLC
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ZEGA Investments, LLC
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Vigilare Wealth Management
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Cohen & Steers, Inc.
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IMA Wealth, Inc.
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WESPAC Advisors, LLC
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Prudent Man Investment Management, Inc.
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Addison Capital Co
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Founders Financial Securities Llc
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Broadleaf Partners, LLC
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Minichmacgregor Wealth Management, Llc
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Insigneo Advisory Services, Llc
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Q3 Asset Management
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North Star Asset Management Inc
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Cornerstone Planning Group LLC
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Exencial Wealth Advisors, Llc
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J.Safra Asset Management Corp
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Wealth Dimensions Group, Ltd.
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Ion Asset Management Ltd.
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Granite Bay Wealth Management, LLC
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NorthRock Partners, LLC
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Agf Management Ltd
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Snider Financial Group
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Coastline Trust Co
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Moser Wealth Advisors, LLC
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ArrowMark Colorado Holdings LLC
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UNIVEST FINANCIAL Corp
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Berkshire Money Management, Inc.
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Purkiss Capital Advisors LLC
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NewSquare Capital LLC
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Holderness Investments Co
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Avalon Trust Co
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White Pine Capital Llc
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Institute for Wealth Management, LLC.
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Guidance Point Advisors, LLC
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Marshall Wace, Llp
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NavPoint Financial, Inc.
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Bank of Jackson Hole Trust
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First Western Trust Bank
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China Universal Asset Management Co., Ltd.
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Quadcap Wealth Management, LLC
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Mmbg Investment Advisors Co.
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Fourth Dimension Wealth, LLC
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Bridgewater Advisors Inc.
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WealthTrust Asset Management, LLC
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Penobscot Wealth Management
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Greykasell Wealth Strategies, Inc.
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Satovsky Asset Management Llc
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Merkkuri Wealth Advisors LLC
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Trustmark National Bank Trust Department
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Altiora Financial Group, LLC
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Vanguard Group Inc
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Founders Financial Alliance, LLC
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Private Wealth Advisors, LLC
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Cornerstone Advisory, LLC
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Alexander Labrunerie & Co., Inc.
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Artemis Wealth Advisors, LLC
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Brown University
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Bellevue Asset Management, Llc
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Bessemer Group Inc
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Old Port Advisors
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Summit Financial Wealth Advisors, LLC
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Signature Securities Group Corporation
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Vestor Capital, Llc
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Corepath Wealth Partners Llc
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626 Financial, LLC
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Delta Investment Management, LLC
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Strathmore Capital Advisors, Inc.
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Mission Creek Capital Partners, Inc.
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Cura Wealth Advisors, Llc
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Capital Advantage, Inc.
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Wealth Preservation Advisors, LLC
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Mcrae Capital Management Inc
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Henrickson Nauta Wealth Advisors, Inc.
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First Pacific Financial
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Lodestone Wealth Management LLC
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Hibernia Wealth Partners, LLC
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Amplius Wealth Advisors, LLC
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Atlantic Family Wealth, Llc
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Ronald Blue Trust, Inc.
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D.a. Davidson & Co.
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Evolution Wealth Management Inc.
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Telos Capital Management, Inc.
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CMG Global Holdings, LLC
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Mechanics Bank Trust Department
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SAM Advisors, LLC
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Retirement Income Solutions, Inc
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Pallas Capital Advisors LLC
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Bluesphere Advisors, LLC
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Stokes Family Office, LLC
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Richardson Financial Services Inc.
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KDT Advisors, LLC
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Mengis Capital Management, Inc.
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Norman Fields, Gottscho Capital Management, LLC
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QPX - AdvisorShares Trust - AdvisorShares Q Dynamic Growth ETF
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Axxcess Wealth Management, Llc
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One Wealth Advisors, LLC
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Trilogy Capital Inc.
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Cantor Fitzgerald Investment Adviser L.p.
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Bokf, Na
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FFG Partners, LLC
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Novare Capital Management Llc
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Divergent Planning, LLC
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Graney & King, LLC
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Private Wealth Asset Management, LLC
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Apriem Advisors
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Moody Lynn & Lieberson, Llc
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Park Edge Advisors, LLC
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David J Yvars Group
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F/M Investments LLC
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Itau Unibanco Holding S.A.
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M. Kraus & Co
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Toroso Investments, LLC
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Silicon Valley Capital Partners
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Country Trust Bank
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Permanent Capital Management, LP
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Wolff Financial Management Llc
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Graves-Light Private Wealth Management, Inc.
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Maxi Investments CY Ltd
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Austin Wealth Management, LLC
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Rps Advisory Solutions Llc
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Creekmur Asset Management LLC
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Advisors Capital Management, LLC
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Creekside Partners
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Register Financial Advisors LLC
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Innealta Capital, Llc
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Oceanside Advisors LLC
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King Luther Capital Management Corp
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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PFS Partners, LLC
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Maltin Wealth Management, Inc.
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Kingswood Wealth Advisors, Llc
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Modera Wealth Management, LLC
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Redmont Wealth Advisors Llc
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DHJJ Financial Advisors, Ltd.
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Aspire Private Capital, LLC
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Beacon Financial Advisory LLC
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Lloyd Advisory Services, LLC.
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Legacy Solutions, Llc
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Kathleen S. Wright Associates Inc.
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James Hambro & Partners
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Zacks Investment Management
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West Branch Capital LLC
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St. Johns Investment Management Company, LLC
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Bogart Wealth, LLC
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PBMares Wealth Management LLC
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Walleye Capital LLC
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Alta Wealth Advisors LLC
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Ackerman Capital Advisors, LLC
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Saxon Interests, Inc.
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Global View Capital Management LLC
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BluePath Capital Management, LLC
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Investment Partners, Ltd.
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Amundi
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Continuum Advisory, LLC
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Lbmc Investment Advisors, Llc
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Westhampton Capital, LLC
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Hamilton Point Investment Advisors, LLC
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Cannon Financial Strategists, Inc.
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Miracle Mile Advisors, LLC
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Concord Wealth Partners
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Hoge Financial Services, Llc
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Capital Management Associates, Inc
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JB Capital LLC
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Fortitude Family Office, LLC
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Kovack Advisors, Inc.
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Winmill & Co. Inc
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Stamos Capital Partners, L.p.
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Comerica Bank
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Quadrant Capital Group Llc
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Elios Financial Group Inc.
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Pictet & Cie (Europe) SA
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James Investment Research Inc
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Tobias Financial Advisors, Inc.
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Tradewinds Capital Management, LLC
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Wolverine Trading, Llc
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Yarger Wealth Strategies, Llc
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Nbt Bank N A /ny
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Allworth Financial LP
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First City Capital Management, Inc.
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Choate Investment Advisors
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Bell Investment Advisors, Inc
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Beese Fulmer Investment Management, Inc.
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Patriot Financial Group Insurance Agency, LLC
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Standard Life Aberdeen plc
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Robertson Stephens Wealth Management, LLC
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Dynamic Wealth Strategies, LLC
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Fiduciary Family Office, Llc
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Parsons Capital Management Inc/ri
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Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
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Jamison Private Wealth Management, Inc.
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Linscomb & Williams, Inc.
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Fagan Associates, Inc.
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Novus Advisors, Llc
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TBH Global Asset Management, LLC
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Beaird Harris Wealth Management, LLC
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Parcion Private Wealth LLC
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IHT Wealth Management, LLC
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L.K. Benson & Company, P.C.
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Anfield Capital Management, LLC
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Eq Wealth Advisors, Llc
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Perennial Investment Advisors, LLC
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Three Seasons Wealth, LLC
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Peoples Bank/KS
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Second Line Capital, LLC
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Avion Wealth
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Flagship Private Wealth, LLC
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Cladis Investment Advisory, LLC
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SLT Holdings LLC
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Hager Investment Management Services, Llc
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Castleark Management Llc
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Mason & Associates Inc
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Centerpoint Advisors, LLC
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SWAN Capital LLC
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AIFG Consultants Ltd.
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Valued Wealth Advisors LLC
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Main Line Retirement Advisors, LLC
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Arete Wealth Advisors, LLC
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MONECO Advisors, LLC
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CFO4Life Group, LLC
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|
Commerce Bank
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|
Schmidt P J Investment Management Inc
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|
BankPlus Trust Department
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S.A. Mason LLC
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CBIZ Investment Advisory Services, LLC
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Glen Eagle Advisors, LLC
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Successful Portfolios LLC
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United Advisor Group, LLC
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Ironsides Asset Advisors, LLC
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|
Family Management Corp
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|
Loomis Sayles & Co L P
|
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|
First Financial Corp /in/
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|
Basso Capital Management, L.p.
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|
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|
Wise Wealth Partners
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|
LaSalle St. Investment Advisors, LLC
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|
|
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|
Arrow Financial Corp
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Centurion Wealth Management LLC
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|
Cadence Wealth Management LLC
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|
Scarborough Advisors, LLC
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|
Journey Strategic Wealth Llc
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|
Mariner, LLC
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|
Spectrum Asset Management, Inc. (NB/CA)
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Jackson Square Capital, Llc
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DBK Financial Counsel, LLC
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|
Windsor Capital Management, LLC
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Citigroup Inc
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LifeGuide Financial Advisors, LLC
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|
Gr Financial Group, Llc
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|
Cantor Fitzgerald, L. P.
|
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|
|
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|
Doheny Asset Management /ca
|
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|
Kingsview Wealth Management, LLC
|
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Centric Wealth Management
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Front Row Advisors LLC
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Long Island Wealth Management, Inc.
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Family Legacy Financial Solutions, LLC
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Ruggaard & Associates LLC
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|
Waterloo Capital, L.P.
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|
44 Wealth Management Llc
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Pine Ridge Advisers LLC
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|
Sincerus Advisory, LLC
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Ccg Wealth Management, Llc
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Total Wealth Planning & Management, Inc.
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Pacific Sage Partners, LLC
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Blueprint Investment Partners LLC
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Capstone Wealth Management Group LLC
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|
Durante & Waters, Llc
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|
Morgan Stanley
|
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|
Assetmark, Inc
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|
McElhenny Sheffield Capital Management, LLC
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|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
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|
Keystone Financial Group
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|
|
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|
Wells Fargo & Company/mn
|
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|
Grandview Asset Management LLC
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Arlington Trust Co LLC
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Secured Retirement Advisors, Llc
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Hanlon Investment Management, Inc.
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|
Peapack Gladstone Financial Corp
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Nemes Rush Group LLC
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|
Sage Financial Group Inc
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United Community Bank
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|
Pinney & Scofield, Inc.
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Bond & Devick Financial Network, Inc.
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Lane & Associates LLC
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|
M. Kulyk & Associates, LLC
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|
Smith Thornton Advisors LLC
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Bristlecone Advisors, LLC
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|
Cathy Pareto & Associates, Inc
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|
Kearns & Associates LLC
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|
Berkshire Bank
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|
SMI Advisory Services, LLC
|
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|
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
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|
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I
|
|
|
|
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|
Heritage Wealth Management, Inc.
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|
Peregrine Asset Advisers, Inc.
|
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|
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|
Reynders McVeigh Capital Management, LLC
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|
Raub Brock Capital Management LP
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|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
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|
Anchor Investment Management, LLC
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|
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|
Hughes Financial Services, LLC
|
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|
Centaurus Financial, Inc.
|
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|
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|
RMG Wealth Management LLC
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|
Ark & Tlk Investments, Llc
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|
Actinver Wealth Management, Inc.
|
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|
|
|
|
Alerus Financial Na
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
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|
Rockefeller Capital Management L.P.
|
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|
|
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|
Conservest Capital Advisors, Inc.
|
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|
|
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|
J2 Capital Management Inc
|
|
|
|
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|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Strategic Investment Management, Llc
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Concentrum Wealth Management
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Chico Wealth RIA
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
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|
|
|
|
|
Moloney Securities Asset Management, LLC
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|
|
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|
Td Private Client Wealth Llc
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|
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|
Independent Wealth Network Inc.
|
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|
|
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|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Team Hewins, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
Brightwater Advisory LLC
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
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|
Scholtz & Company, Llc
|
|
|
|
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|
Consolidated Capital Management, Llc
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|
|
|
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|
S&co Inc
|
|
|
|
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|
BridgePort Financial Solutions, LLC
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|
|
|
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|
Garden State Investment Advisory Services LLC
|
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|
|
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|
USAdvisors Wealth Management, LLC
|
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|
Atwater Malick LLC
|
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|
Thompson Davis & Co., Inc.
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|
Grant/GrossMendelsohn, LLC
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|
|
|
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|
Hillsdale Investment Management Inc.
|
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|
|
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|
Visionary Wealth Advisors
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
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Beirne Wealth Consulting Services, LLC
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Alliancebernstein L.p.
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Ballew Advisors, Inc
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Capula Management Ltd
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Royal Fund Management, LLC
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AllSquare Wealth Management LLC
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Hallmark Capital Management Inc
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Hanson & Doremus Investment Management
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Sittner & Nelson, Llc
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Kane Investment Management, Inc.
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Bangor Savings Bank
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WNY Asset Management, LLC
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L & S Advisors Inc
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Islay Capital Management, Llc
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Advantage Trust Co
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Single Point Partners, LLC
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Ariston Services Group
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Concord Asset Management, LLC/VA
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Savant Capital, LLC
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Newman Dignan & Sheerar, Inc.
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Financial Management Network Inc
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Eastern Bank
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Grimes & Company, Inc.
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SRS Capital Advisors, Inc.
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Ofc Financial Planning, Llc
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Hara Capital LLC
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First Merchants Corp
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Rs Crum Inc.
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Genesis Wealth Advisors, LLC
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Haverford Trust Co
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City Holding Co
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Armstrong Advisory Group, Inc
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JDM Financial Group LLC
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Wetherby Asset Management Inc
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Schaper Benz & Wise Investment Counsel Inc/wi
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MeadowBrook Investment Advisors LLC
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Iron Financial, LLC
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Flaharty Asset Management, LLC
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WealthPLAN Partners, LLC
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Stratos Wealth Partners, LTD.
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Fwl Investment Management, Llc
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Putnam Fl Investment Management Co
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First Eagle Investment Management, LLC
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Occidental Asset Management, LLC
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Fortis Advisors, LLC
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Brick & Kyle, Associates
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Davidson Investment Advisors
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Total Investment Management Inc
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Whittier Trust Co
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Cushing Capital Partners, LLC
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Financial Sense Advisors, Inc.
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BancorpSouth Bank
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Silver Oak Advisory Group, Inc.
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Account Management LLC
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Piscataqua Savings Bank
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Gw Henssler & Associates Ltd
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Beaumont Financial Advisors, LLC
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ZynergyRetirementPlanningLLC
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Pullen Investment Management, LLC
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VisionPoint Advisory Group, LLC
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Vista Investment Partners Ii, Llc
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Moseley Investment Management Inc
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Drake & Associates, LLC
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HBK Sorce Advisory LLC
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Steward Partners Investment Advisory, Llc
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KG&L Capital Management,LLC
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Waverton Investment Management Ltd
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Eldridge Investment Advisors, Inc.
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Capital Advisors Wealth Management, LLC
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Legacy Wealth Managment, LLC/ID
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Blue Chip Partners, Inc.
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Schonfeld Strategic Advisors LLC
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Patten Group, Inc.
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Aspen Investment Management Inc
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North Star Investment Management Corp.
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GQG Partners LLC
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TCTC Holdings, LLC
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Cherry Tree Wealth Management, LLC
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Murphy & Mullick Capital Management Corp
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Paragon Capital Management Ltd
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Consilium Wealth Advisory, LLC
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Cubist Systematic Strategies, LLC
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Change Path, LLC
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American Investment Services, Inc.
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SJS Investment Consulting Inc.
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Financial Enhancement Group LLC
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OLIO Financial Planning
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TCG Advisory Services, LLC
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Tsfg, Llc
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Thompson Siegel & Walmsley Llc
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Dakota Wealth Management
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Pacifica Partners Inc.
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Cambridge Investment Research Advisors, Inc.
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Commonwealth Financial Services, LLC
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Mcdaniel Terry & Co
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Thomasville National Bank
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Verde Servicos Internacionais S.A.
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HAP Trading, LLC
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Upper Left Wealth Management, LLC
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Navis Wealth Advisors, LLC
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Farmers & Merchants Investments Inc
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Baker Avenue Asset Management, LP
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Sulzberger Capital Advisors, Inc.
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Gratus Wealth Advisors, LLC
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Petra Financial Advisors Inc
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Inspirion Wealth Advisors, Llc
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Resources Management Corp /ct/ /adv
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Sandy Spring Bank
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GHP Investment Advisors, Inc.
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Advisory Services Network, LLC
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Intrinsic Edge Capital Management LLC
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Transcend Wealth Collective, Llc
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Harvard Management Co Inc
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Forte Asset Management Llc
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Reliant Investment Partners, LLC
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Sloy Dahl & Holst, LLC
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Measured Wealth Private Client Group, LLC
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
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Jacobi Capital Management LLC
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Evermay Wealth Management Llc
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CoreCap Advisors, LLC
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Thrive Wealth Management, LLC
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Hengehold Capital Management Llc
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Fulton Breakefield Broenniman Llc
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Haven Private, LLC
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JMG Financial Group, Ltd.
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O'shaughnessy Asset Management, Llc
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Aptus Capital Advisors, LLC
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Boston Standard Wealth Management, LLC
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Smith Chas P & Associates Pa Cpas
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MGO Private Wealth, LLC
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Wood Tarver Financial Group, LLC
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Howard Financial Services, Ltd.
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Goldman Sachs Group Inc
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Sanibel Captiva Trust Company, Inc.
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Gilman Hill Asset Management, LLC
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Tempus Wealth Planning, LLC
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Summit Trail Advisors, Llc
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GKV Capital Management Co., Inc.
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Evergreen Private Wealth LLC
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Echo45 Advisors LLC
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Accel Wealth Management
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Orion Portfolio Solutions, LLC
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Runnymede Capital Advisors, Inc.
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Matauro, Llc
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Capital Advisory Group Advisory Services, LLC
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Main Street Financial Solutions, LLC
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Obermeyer Wood Investment Counsel, Lllp
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Helen Stephens Group, LLC
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Bridgewater Associates, LP
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Creative Planning
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Fore Capital, LLC
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Sterling Financial Planning, Inc.
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Wolff Wiese Magana Llc
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waypoint wealth counsel
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Prudential Plc
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LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
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Tidemark, LLC
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Synergy Financial Management, LLC
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Perigon Wealth Management, LLC
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SlateStone Wealth, LLC
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Towerpoint Wealth, LLC
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JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
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Mill Creek Capital Advisors, LLC
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Legacy Financial Strategies, LLC
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Maripau Wealth Management Llc
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Raleigh Capital Management Inc.
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Uhlmann Price Securities, Llc
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1st Source Bank
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Sendero Wealth Management, LLC
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Sicart Associates LLC
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Lumbard & Kellner, LLC
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Merit Financial Group, LLC
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Weaver Capital Management LLC
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Roanoke Asset Management Corp/ Ny
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Novak & Powell Financial Services, Inc.
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Harbor Capital Advisors, Inc.
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Zions Bancorporation, National Association /ut/
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Vision Financial Markets Llc
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Jacobsen Capital Management
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Wescott Financial Advisory Group, LLC
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Kfg Wealth Management, Llc
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First Business Financial Services, Inc.
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Ballast, Inc.
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Circle Wealth Management, LLC
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Ridgewood Investments LLC
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Wallington Asset Management, LLC
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Macroview Investment Management Llc
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Gwn Securities Inc.
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Drive Wealth Management, Llc
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LIVR - EA Series Trust - Intelligent Livermore ETF
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Christopher J. Hasenberg, Inc
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Byrne Asset Management LLC
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Panoramic Investment Advisors, Llc
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Granite FO LLC
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Samalin Investment Counsel, LLC
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Atwood & Palmer Inc
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Signature Resources Capital Management, LLC
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Equitable Holdings, Inc.
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Twin Tree Management, LP
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Fort Point Capital Partners LLC
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Buck Wealth Strategies, LLC
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MBL Wealth, LLC
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Wincap Financial Llc
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GenTrust, LLC
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Latitude Advisors, LLC
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SCS Capital Management LLC
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TCP Asset Management, LLC
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Burling Wealth Partners, Llc
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Aspiriant, Llc
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Bare Financial Services, Inc
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Paladin Advisory Group, LLC
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Chapman Financial Group, Llc
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Overbrook Management Corp
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MN Wealth Advisors, LLC
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Belvedere Trading LLC
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ICONIQ Capital, LLC
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Fielder Capital Group LLC
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Triad Wealth Partners, LLC
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Hamel Associates, Inc.
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Mma Asset Management Llc
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Forte Capital Llc /adv
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Lcnb Corp
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Aqr Capital Management Llc
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Brown, Lisle/cummings, Inc.
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CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I
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Dover Advisors, Llc
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Avestar Capital, LLC
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Stonehage Fleming Financial Services Holdings Ltd
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L.m. Kohn & Company
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Fortress Private Ledger, Llc
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Brown Brothers Harriman & Co
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D. Scott Neal, Inc.
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Patron Partners Advisors, Llc
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Lido Advisors, LLC
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Refined Wealth Management
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Empowered Funds, LLC
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Capasso Planning Partners LLC
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Old National Bancorp /in/
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Midwest Trust Co
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HighMark Wealth Management LLC
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Burkett Financial Services, Llc
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Leisure Capital Management
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Roger Wittlin Investment Advisory, LLC
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Dynamic Financial Group
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Ripple Effect Asset Management LP
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Graypoint LLC
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Bellwether Advisors, LLC
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Terra Nova Asset Management LLC
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Arcataur Capital Management LLC
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Westover Capital Advisors, LLC
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Marcum Wealth, LLC
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Cowa, Llc
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Bedel Financial Consulting, Inc.
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Diversify Wealth Management, Llc
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Prudential Financial Inc
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First National Trust Co
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Highline Wealth Partners Llc
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DSG Capital Advisors, LLC
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Signature Wealth Management Partners, LLC
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Atlas Financial Advisors, Inc.
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Aberdeen Wealth Management LLC
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Catalyst Private Wealth, Llc
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Jones Financial Companies Lllp
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Nwi Management Lp
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O'ROURKE & COMPANY, Inc
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Wick Capital Partners, LLC
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Legacy Financial Group LLC
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Hartland & Co., LLC
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WASHINGTON TRUST Co
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Alpha Cubed Investments, LLC
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Nations Financial Group Inc, /ia/ /adv
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Atlantic Edge Private Wealth Management, LLC
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Marino, Stram & Associates Llc
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Archetype Wealth Partners
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Clarus Wealth Advisors
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Westmount Partners, LLC
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Fiera Capital Corp
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Wealth Management Partners, LLC
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Prospera Financial Services Inc
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Nilsine Partners, LLC
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Bath Savings Trust Co
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Tcfg Wealth Management, Llc
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Cooper Financial Group
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Zweig-DiMenna Associates LLC
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Villere St Denis J & Co Llc
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Janney Montgomery Scott LLC
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Running Point Capital Advisors, LLC
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Td Asset Management Inc
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Strategic Blueprint, LLC
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RWM Asset Management, LLC
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Union Savings Bank
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Clare Market Investments LLC
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SOUTH STATE Corp
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Massmutual Trust Co Fsb/adv
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Modern Wealth Management, LLC
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Patten & Patten Inc/tn
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Colonial Trust Co / SC
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North Capital, Inc.
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Independent Family Office, LLC
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New England Private Wealth Advisors LLC
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Baker Tilly Financial, Llc
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Capital Analysts, Inc.
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Neuberger Berman Group LLC
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Clark Financial Services Group Inc /bd
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Money Concepts Capital Corp
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GSB Wealth Management, LLC
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Noble Wealth Management PBC
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Vantage Point Financial LLC
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Raab & Moskowitz Asset Management LLC
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Silverlake Wealth Management Llc
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Guggenheim Capital Llc
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Magnus Financial Group LLC
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Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A
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October Effect Ltd
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Cutler Investment Counsel Llc
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Oppenheimer & Co Inc
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Main Street Research LLC
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MYDA Advisors LLC
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Jessup Wealth Management, Inc
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Quattro Financial Advisors Llc
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Fortress Financial Solutions, LLC
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Wealth Alliance
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Stone House Investment Management, LLC
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Sand Hill Global Advisors, LLC
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Benin Management CORP
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Heritage Investors Management Corp
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Insight Advisors, LLC/ PA
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Wilkinson Global Asset Management LLC
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Capital Investment Advisory Services, LLC
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Stuart Chaussee & Associates, Inc.
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Smith Anglin Financial, LLC
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VestGen Advisors, LLC
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Hollow Brook Wealth Management LLC
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Rakuten Securities, Inc.
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Duncker Streett & Co Inc
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Paragon Financial Partners, Inc.
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Symphony Financial Services, Inc.
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Members Advisory Group LLC
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LPL Financial LLC
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Focus Financial Network, Inc.
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Holistic Planning, LLC
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Purus Wealth Management, LLC
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Oxbow Advisors, LLC
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DAVENPORT & Co LLC
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Waldron Private Wealth LLC
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Wimmer Associates 1, Llc
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Silvia Mccoll Wealth Management, Llc
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Strategic Advocates LLC
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Twin Focus Capital Partners, Llc
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Blume Capital Management, Inc.
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Kestra Investment Management, LLC
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Edge Wealth Management LLC
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Williams Jones Wealth Management, LLC.
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Birch Capital Management, LLC
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Concurrent Investment Advisors, LLC
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Whelan Financial
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Gold Investment Management Ltd.
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Symmetry Partners, LLC
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CNB Bank
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Mitsubishi UFJ Trust & Banking Corp
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Northwest Financial Advisors
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Comprehensive Financial Management LLC
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SageView Advisory Group, LLC
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Horrell Capital Management, Inc.
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Cresset Asset Management, LLC
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Meridian Wealth Management, LLC
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Carret Asset Management, Llc
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Boreal Capital Management LLC
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Delos Wealth Advisors, LLC
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Qvr Llc
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Simplex Trading, Llc
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Oppenheimer & Close, LLC
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Pensionmark Financial Group, Llc
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Sentinus, LLC
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Simmons Bank
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Atlas Capital Advisors Llc
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Grant Street Asset Management, Inc.
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Fidelis Capital Partners, LLC
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WESCAP Management Group, Inc.
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Bedell Frazier Investment Counseling, LLC
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Allegheny Financial Group LTD
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Allred Capital Management, LLC
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Provident Investment Management, Inc.
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Farmers Trust Co
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Bill Few Associates, Inc.
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Cape Cod Five Cents Savings Bank
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NWF Advisory Services Inc.
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Legacy Trust
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Dorsey Wright & Associates
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Evercore Wealth Management, LLC
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Captrust Financial Advisors
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Hyperion Capital Advisors LP
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Breakwater Investment Management
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Twin Lakes Capital Management, LLC
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Financial Avengers, Inc.
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Stonebridge Financial Group, LLC
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AAFCPAs Wealth Management, LLC
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Allen Investment Management LLC
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Ellsworth Advisors, LLC
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Discipline Wealth Solutions, LLC
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Dimension Capital Management Llc
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Mainstream Capital Management LLC
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Breed's Hill Capital LLC
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Montag A & Associates Inc
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Alphadyne Asset Management, LLC
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Primoris Wealth Advisors, Llc
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Cadent Capital Advisors, LLC
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Lincoln Capital LLC
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Great Valley Advisor Group, Inc.
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Private Management Group Inc
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GEM Asset Management, LLC
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Green Square Capital Advisors Llc
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Redhawk Wealth Advisors, Inc.
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Arnhold LLC
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Excalibur Management Corp
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Synergy Investment Management, LLC
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Johnson Financial Group, Inc.
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Wiley Bros.-aintree Capital, Llc
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Resonant Capital Advisors, LLC
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Summit Wealth Partners, LLC
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Wilmar Advisors LLC
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Fullerton Fund Management Co Ltd
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Berger Financial Group, Inc
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OmniStar Financial Group, Inc.
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Corsair Capital Management, L.p.
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Franklin Resources Inc
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Insight Wealth Strategies, LLC
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Janus Henderson Group Plc
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Milestone Asset Management, Llc
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SpringVest Wealth Management LLC
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one8zero8, LLC
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K2 Principal Fund, L.p.
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Adirondack Trust Co
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Sanchez Wealth Management Group
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Coordinated Financial Services, Inc.
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SP Funds Trust - SP Funds 2030 Target Date Fund Investor Shares
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Atlantic Trust, LLC
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Principal Financial Group Inc
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Columbus Macro, LLC
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Diversified Enterprises, LLC
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Viawealth, Llc
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Lionsbridge Wealth Management LLC
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Johnson Bixby & Associates, LLC
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Arkfeld Wealth Strategies, L.L.C.
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Benchmark Financial Wealth Advisors, LLC
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Betterment LLC
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CIBC World Markets Inc.
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Joel Isaacson & Co., LLC
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Callan Family Office, LLC
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Palisades Hudson Asset Management, L.P.
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Ethos Financial Group, LLC
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Capstone Financial Advisors, Inc.
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Cloverfields Capital Group, Lp
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Group One Trading, L.p.
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Spectrum Wealth Counsel, LLC
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One Charles Private Wealth Services, LLC
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Finward Bancorp
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Valley National Advisers Inc
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Cidel Asset Management Inc
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Clean Yield Group
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Sound Financial Strategies Group, LLC
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Procyon Private Wealth Partners, LLC
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Callahan Advisors, LLC
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First Horizon Advisors, Inc.
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Avenir Corp
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Rsm Us Wealth Management Llc
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James J. Burns & Company, LLC
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Beacon Investment Advisory Services, Inc.
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Caitlin John, LLC
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SYM FINANCIAL Corp
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Baird Financial Group, Inc.
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Heritage Wealth Architects, Inc.
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Strategic Family Wealth Counselors, L.L.C.
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Aries Wealth Management
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Harvest Investment Services, LLC
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RB Capital Management, LLC
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Seeds Investor Llc
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Element Wealth, LLC
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Berkshire Asset Management Llc/pa
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Harel Insurance Investments & Financial Services Ltd.
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Cambridge Associates Llc /ma/ /adv
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Wealth Quarterback LLC
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Associated Banc-corp
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Compass Financial Group, INC/SD
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Exeter Financial, LLC
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EWG Elevate Inc.
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Pps&v Asset Management Consultants, Inc.
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Sculati Wealth Management, LLC
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Banque Pictet & Cie Sa
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Gruss & Co., LLC
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Credit Agricole S A
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Timber Creek Capital Management LLC
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Birchcreek Wealth Management, LLC
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FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
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Human Investing LLC
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Pitcairn Co
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Pure Financial Advisors, Inc.
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Kavar Capital Partners Group, Llc
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Marex Group plc
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Ewing Morris & Co. Investment Partners Ltd.
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Empirical Asset Management, LLC
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Wesbanco Bank Inc
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Greenwich Wealth Management LLC
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Castle Hook Partners LP
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Mathes Company, Inc.
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Barrett & Company, Inc.
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Bay Capital Advisors, LLC
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Iams Wealth Management, Llc
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First Manhattan Co
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Peninsula Asset Management Inc
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Horizon Kinetics Asset Management Llc
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Horizon Wealth Management, LLC
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Quent Capital, LLC
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London & Capital Asset Management Ltd
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Css Llc/il
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Elevatus Welath Management
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First Financial Bank - Trust Division
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Mader & Shannon Wealth Management, Inc.
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Capital CS Group, LLC
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Fermata Advisors, LLC
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Private Harbour Investment Management & Counsel, LLC
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Envestnet Asset Management Inc
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Sabal Trust CO
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AdvisorNet Financial, Inc
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Vivaldi Capital Management, LLC
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Howard Bailey Securities, Llc
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Copperwynd Financial, LLC
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TruWealth Advisors, LLC
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Summit Global Investments
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Kilter Group LLC
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Crestmont Private Wealth LLC
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First American Trust, Fsb
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Sterling Investment Counsel, LLC
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Gerber Kawasaki Wealth & Investment Management
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Estate Counselors, LLC
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Intellectus Partners, LLC
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MB Generational Wealth, LLC
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Twin Peaks Wealth Advisors, LLC
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Clearview Wealth Advisors LLC
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BlackRock, Inc.
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Lifeworks Advisors, LLC
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Snowden Capital Advisors LLC
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Jarislowsky, Fraser Ltd
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Smart Money Group LLC
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Confluence Wealth Services, Inc.
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First National Corp /ma/ /adv
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Spire Wealth Management
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Fisher Asset Management, LLC
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Inspire Trust Co, N.a.
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Valmark Advisers, Inc.
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Adviser Investments LLC
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Freedom Financial Partners LLC
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Smart Portfolios, LLC
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GeoWealth Management, LLC
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Lagoda Investment Management, L.P.
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Corps Capital Advisors, LLC
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Secure Asset Management, LLC
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Theory Financial Llc
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Caldwell Securities, Inc
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Gradient Investments LLC
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Wealthedge Investment Advisors, Llc
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Waddell & Associates, Llc
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IVC Wealth Advisors LLC
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Eagle Strategies LLC
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Guidance Capital, Inc
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Frontier Asset Management, LLC
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Concorde Asset Management, LLC
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Sageworth Trust Co of South Dakota
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Princeton Global Asset Management LLC
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Costello Asset Management, INC
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1620 Investment Advisors, Inc.
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Revisor Wealth Management LLC
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Grantvest Financial Group LLC
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GoalVest Advisory LLC
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Tamar Securities, LLC
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Syon Capital Llc
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Jackson Hole Capital Partners, LLC
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180 Wealth Advisors, Llc
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Cadinha & Co Llc
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APCM Wealth Management for Individuals
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Polymer Capital Management (US) LLC
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Rik Saylor Financial, Inc.
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Deutsche Bank Ag\
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Global Financial Private Client, LLC
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Texas Bank & Trust Co
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Herbst Group, Llc
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Rathbone Brothers plc
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Financial Advocates Investment Management
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Clear Street Markets Llc
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HHM Wealth Advisors, LLC
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Courier Capital Llc
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Future Financial Wealth Managment LLC
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Fortis Capital Advisors, LLC
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Missouri Trust & Investment Co
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RBF Capital, LLC
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Texas Yale Capital Corp.
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Vance Wealth, Inc.
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Bartlett & Co. Wealth Management Llc
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FLP Wealth Management, LLC
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Wealthspan Partners, Llc
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Brian Low Financial Group, Llc
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Crux Wealth Advisors
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|
Rosenberg Matthew Hamilton
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Manufacturers Life Insurance Company, The
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Argent Trust Co
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EFG Asset Management (Americas) Corp.
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Holos Integrated Wealth LLC
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Ntv Asset Management Llc
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Paradigm Financial Partners, Llc
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Bank Of Nova Scotia
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Hm Payson & Co
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Mount Yale Investment Advisors, LLC
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NewEdge Wealth, LLC
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Brendel Financial Advisors LLC
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