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Copley Financial Group, Inc.
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Dixon Fnancial Services, Inc.
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Maseco Llp
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Northwest Wealth Management, Llc
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Dover Advisors, Llc
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Dogwood Wealth Management LLC
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Pnc Financial Services Group, Inc.
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Old Mission Capital Llc
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Signal Advisors Wealth, LLC
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Smartleaf Asset Management LLC
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WCG Wealth Advisors LLC
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First National Trust Co
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HFM Investment Advisors, LLC
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Herold Advisors, Inc.
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Us Bancorp \de\
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Seed Wealth Management, Inc.
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BRYN MAWR TRUST Co
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Motco
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Signature Resources Capital Management, LLC
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North Ridge Wealth Advisors, Inc.
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Ifrah Financial Services, Inc.
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Signature Securities Group Corporation
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Physician Wealth Solutions Inc.
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Ashton Thomas Private Wealth, LLC
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Navigoe, LLC
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Global Retirement Partners, LLC
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Opus Capital Group, LLC
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POM Investment Strategies, LLC
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
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Iron Horse Wealth Management, LLC
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BCR Wealth Strategies, LLC
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CIBC Private Wealth Group, LLC
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McLean Asset Management Corp
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Wetherby Asset Management Inc
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Objectivity Squared, LLC
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Evolution Wealth Management Inc.
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Austin Private Wealth, LLC
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Bank of New York Mellon Corp
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Aqr Capital Management Llc
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Rothschild Investment Llc
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WealthPlan Investment Management, LLC
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Activest Wealth Management
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Orion Capital Management LLC
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
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HighTower Advisors, LLC
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Brown Financial Advisory
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Berger Financial Group, Inc
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Mercer Global Advisors Inc /adv
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Mutual Advisors, LLC
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Gateway Wealth Partners, LLC
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Cypress Point Wealth Management, LLC
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Brady Martz Wealth Solutions, LLC
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Seaside Wealth Management, Inc.
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Collaborative Wealth Managment Inc.
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Jfs Wealth Advisors, Llc
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LRI Investments, LLC
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Sovran Advisors, LLC
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Arq Wealth Advisors, Llc
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Wiley Bros.-aintree Capital, Llc
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Fortitude Family Office, LLC
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Collective Family Office Llc
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Kennebec Savings Bank
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Annex Advisory Services, LLC
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Caliber Wealth Management, LLC / KS
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Cambridge Financial Group, LLC
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CI Private Wealth, LLC
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CAPROCK Group, Inc.
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Cardiff Park Advisors, Llc
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Great Valley Advisor Group, Inc.
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Waddell & Associates, Llc
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Level Financial Advisors, Inc.
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Townsquare Capital Llc
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Fragasso Group Inc.
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Fortis Group Advisors, LLC
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Cetera Trust Company, N.A
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Creative Capital Management Investments LLC
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XY Planning Network, Inc.
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Fortress Financial Solutions, LLC
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Compass Ion Advisors, LLC
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LPL Financial LLC
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Philip James Wealth Mangement, LLC
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Willow Creek Wealth Management Inc.
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Brown, Lisle/cummings, Inc.
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Broadway Wealth Solutions, Inc.
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IHT Wealth Management, LLC
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CVA Family Office, LLC
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CoreFirst Bank & Trust
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EverSource Wealth Advisors, LLC
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Axxcess Wealth Management, Llc
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Nwam Llc
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Ausdal Financial Partners, Inc.
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Avion Wealth
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Parkside Financial Bank & Trust
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Envestnet Asset Management Inc
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Truepoint, Inc.
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Pensionmark Financial Group, Llc
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Strategic Financial Concepts, LLC
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Clarity Asset Management, Inc.
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Fort Point Capital Partners LLC
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Greenwood Capital Associates Llc
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Aprio Wealth Management, LLC
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IAG Wealth Partners, LLC
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Vicus Capital
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James Investment Research Inc
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Sax Wealth Advisors, Llc
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Equitable Holdings, Inc.
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MB Generational Wealth, LLC
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Comerica Bank
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Sage Rhino Capital Llc
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American Century Companies Inc
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National Asset Management, Inc.
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AdvisorNet Financial, Inc
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Hantz Financial Services, Inc.
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Park Square Financial Group, LLC
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Ruedi Wealth Management, Inc.
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Glassman Wealth Services
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Tillman Hartley LLC
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Freedom Financial Partners LLC
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Mariner, LLC
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Jacobi Capital Management LLC
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D'Orazio & Associates, Inc.
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Cozad Asset Management Inc
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McElhenny Sheffield Capital Management, LLC
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Callan Family Office, LLC
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Steward Partners Investment Advisory, Llc
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J.w. Cole Advisors, Inc.
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Team Financial Group, LLC
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ShoreHaven Wealth Partners, LLC
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Foster & Motley Inc
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Waypoint Wealth Partners Inc.
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Crossmark Global Holdings, Inc.
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Diversified Portfolios, Inc.
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Evanson Asset Management, LLC
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Kestra Investment Management, LLC
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Aurelius Family Office LLC
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Bokf, Na
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F&V Capital Management, LLC
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Prosperity Planning, Inc.
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Financial Futures Ltd Liability Co.
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Evoke Wealth, Llc
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Hardin Capital Partners, LLC
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Lion Street Advisors, LLC
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Apella Capital, LLC
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GeoWealth Management, LLC
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Morton Brown Family Wealth, LLC
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Friday Financial
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Concord Wealth Partners
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Colony Group, LLC
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Lam Group, Inc.
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Stifel Financial Corp
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Aire Advisors, Llc
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Schwarz Dygos Wheeler Investment Advisors Llc
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Cloud Capital Management, LLC
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Dentgroup LLC
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Mattson Financial Services, LLC
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Correct Capital Wealth Management
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Morgan Stanley
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SCS Capital Management LLC
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Eaton-Cambridge Inc.
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Capasso Planning Partners LLC
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Leigh Baldwin & Co., Llc
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TFC Financial Management
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Grove Bank & Trust
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Wells Fargo & Company/mn
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Sprinkle Financial Consultants LLC
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Transcendent Capital Group LLC
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Cannon Financial Strategists, Inc.
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Ridgeline Wealth, LLC
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Brown Financial Advisors
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Sequoia Financial Advisors, LLC
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Family Investment Center, Inc.
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Bank Of America Corp /de/
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WorthPointe, LLC
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NorthRock Partners, LLC
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First Hawaiian Bank
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Kestra Private Wealth Services, Llc
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Beaird Harris Wealth Management, LLC
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Rialto Wealth Management, LLC
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Armis Advisers, LLC
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Atomi Financial Group, Inc.
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Avantax Advisory Services, Inc.
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Farmers & Merchants Investments Inc
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Westside Investment Management, Inc.
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Heritage Wealth Architects, Inc.
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Tortoise Investment Management, LLC
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Cambridge Investment Research Advisors, Inc.
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Cerity Partners LLC
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IFG Advisory, LLC
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Trilogy Capital Inc.
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South Plains Financial, Inc.
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Prevail Innovative Wealth Advisors, Llc
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Grand Wealth Management, Llc
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Oak Wealth Advisors LLC
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Able Wealth Management LLC
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Creative Financial Designs Inc /adv
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Pacific Asset Management, LLC
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Gladstone Institutional Advisory LLC
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MBE Wealth Management, LLC
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High Probability Advisors, LLC
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Fortress Wealth Management, Inc.
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Northwest Capital Management Inc
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Werba Rubin Papier Wealth Management
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Apollon Financial, LLC
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Aspiriant, Llc
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Clarity Capital Advisors, LLC
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RVW Wealth, LLC
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Zhang Financial LLC
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Clear Creek Financial Management, LLC
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Cresset Asset Management, LLC
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Claris Advisors, Llc / Mo /
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Annis Gardner Whiting Capital Advisors, LLC
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Park Avenue Securities Llc
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Ritter Daniher Financial Advisory LLC / DE
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Clune & Associates, Ltd.
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Cetera Investment Advisers
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Bannerman Wealth Management Group, Llc
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Modern Wealth Management, LLC
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Brown Advisory Inc
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Neuberger Berman Group LLC
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Mission Wealth Management, Lp
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Valley National Advisers Inc
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Ronald Blue Trust, Inc.
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Lauterbach Financial Advisors, LLC
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Baird Financial Group, Inc.
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Fmr Llc
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Haverford Financial Services, Inc.
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Curio Wealth, Llc
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King Luther Capital Management Corp
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Stratos Wealth Partners, LTD.
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Gradient Investments LLC
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First Community Trust Na
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Slagle Financial, LLC
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Golden State Wealth Management, LLC
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Hutchens & Kramer Investment Management Group, LLC
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Holos Integrated Wealth LLC
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Ieq Capital, Llc
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Asset Dedication, LLC
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Haverford Trust Co
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Creative Planning
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Farther Finance Advisors, LLC
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Haven Private, LLC
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Armbruster Capital Management, Inc.
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Family Office Research LLC
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Porter White Investment Advisors, Inc.
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Financial Advisory Service, Inc.
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REAP Financial Group, LLC
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Jpmorgan Chase & Co
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Burk Holdings LLC
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Capital Performance Advisors Llp
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Delap Wealth Advisory, Llc
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Pasadena Private Wealth, LLC
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Evensky & Katz LLC
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Valmark Advisers, Inc.
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Moisand Fitzgerald Tamayo, LLC
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Waterfront Wealth Inc.
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Atlas Wealth LLC
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Silver Oak Wealth Advisors Services, Llc
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Annandale Capital, LLC
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Warren Averett Asset Management, LLC
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S&t Bank/pa
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Harbour Investments, Inc.
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JRM Investment Counsel, LLC
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Symphony Financial, Ltd. Co.
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Allworth Financial LP
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Betterment LLC
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Garrett Investment Advisors LLC
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Vanguard Group Inc
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UBS Group AG
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Shore Point Advisors, LLC
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Aptus Capital Advisors, LLC
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Walkner Condon Financial Advisors LLC
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Signet Financial Management, Llc
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Sylvest Advisors, LLC
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Tsfg, Llc
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WealthPLAN Partners, LLC
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Hoxton Planning & Management, LLC
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Edge Financial Advisors LLC
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Convergence Financial, LLC
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Bessemer Group Inc
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Raymond James Financial Inc
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Vannoy Advisory Group, Inc.
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Acima Private Wealth, Llc
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Nicolet Bankshares Inc
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Citizens & Northern Corp
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Awm Capital, Llc
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Savant Capital, LLC
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Trellis Wealth Advisors LLC
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Quantum Financial Advisors, LLC
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Magnolia Private Wealth, LLC
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Perennial Investment Advisors, LLC
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Midwestern Financial, LLC /IA
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Strategic Blueprint, LLC
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Greenup Street Wealth Management Llc
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Skopos Labs, Inc.
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MAI Capital Management
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Parkworth Wealth Management, Inc.
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Emprise Bank
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Henrickson Nauta Wealth Advisors, Inc.
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Team Hewins, LLC
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West Paces Advisors Inc.
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Benchmark Wealth Management, LLC
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TFB Advisors LLC
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Cullen/frost Bankers, Inc.
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Merit Financial Group, LLC
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Pure Financial Advisors, Inc.
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HB Wealth Management, LLC
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BlackRock, Inc.
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LexAurum Advisors, LLC
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Nations Financial Group Inc, /ia/ /adv
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Versant Capital Management, Inc
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HMV Wealth Advisors, LLC
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Key FInancial Inc
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Captrust Financial Advisors
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Quantinno Capital Management LP
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Hill Investment Group Partners, LLC
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Summit X, LLC
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Sunpointe, LLC
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GWM Advisors LLC
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AllGen Financial Advisors, Inc.
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DBK Financial Counsel, LLC
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Arcadia Wealth Management, Inc.
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Atwood & Palmer Inc
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Rockefeller Capital Management L.P.
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Citigroup Inc
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Fifth Third Wealth Advisors LLC
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VeraBank, N.A.
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Capital Analysts, Inc.
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Bfsg, Llc
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Rockwood Wealth Management, LLC
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Brinker Capital Investments, LLC
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Canvas Wealth Advisors, LLC
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Kelman-Lazarov, Inc.
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Congress Wealth Management LLC / DE /
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Beacon Capital Management, LLC
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Total Wealth Planning, Llc
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Kavar Capital Partners Group, Llc
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Websterrogers Financial Advisors, Llc
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Ameritas Investment Partners, Inc.
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Forum Financial Management, LP
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RWM Asset Management, LLC
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Breakwater Capital Group
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TD Capital Management LLC
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Mpwm Advisory Solutions, Llc
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Atria Investments Llc
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Valued Wealth Advisors LLC
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Addison Advisors LLC
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Commonwealth Equity Services, Llc
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REDW Wealth LLC
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Clarity Wealth Development LLC
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Summit Wealth Partners, LLC
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SJS Investment Consulting Inc.
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Private Advisor Group, LLC
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Advyzon Investment Management, LLC
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Bank Of Montreal /can/
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Nova Wealth Management, Inc.
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Webster Bank, N. A.
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Summit Trail Advisors, Llc
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Truvestments Capital Llc
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Jones Financial Companies Lllp
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Cornerstone Capital, Inc.
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Petros Family Wealth, LLC
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Wealthcare Advisory Partners LLC
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Tanglewood Legacy Advisors, LLC
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Ark & Tlk Investments, Llc
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Verus Wealth Management, Llc
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Ameriflex Group, Inc.
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Investmark Advisory Group LLC
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Janney Montgomery Scott LLC
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ORBA Wealth Advisors, L.L.C.
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Certified Advisory Corp
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Endeavor Private Wealth, Inc.
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USAdvisors Wealth Management, LLC
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Naples Global Advisors, Llc
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ABLE Financial Group, LLC
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CogentBlue Wealth Advisors, LLC
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Parcion Private Wealth LLC
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Austin Asset Management Co Inc
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Venturi Wealth Management, LLC
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Vance Wealth, Inc.
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Wealthstream Advisors, Inc.
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Sensible Money, LLC
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WealthCollab, LLC
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FINT - Advisors' Inner Circle Fund II - Frontier Asset Total International Equity ETF
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Truist Financial Corp
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PrairieView Partners, LLC
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Telos Capital Management, Inc.
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Richmond Investment Services, LLC
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Symmetry Partners, LLC
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First Horizon Advisors, Inc.
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AE Wealth Management LLC
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Simplicity Wealth,LLC
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Brown Brothers Harriman & Co
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Atlas Brown,Inc.
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Advisory Services Network, LLC
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Wedmont Private Capital
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Mesirow Financial Investment Management, Inc.
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Cherry Tree Wealth Management, LLC
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D. E. Shaw & Co., Inc.
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North Capital, Inc.
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Susquehanna International Group, Llp
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Concord Asset Management, LLC/VA
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Dopkins Wealth Management, Llc
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EnRich Financial Partners LLC
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Diversify Advisory Services, LLC
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Red Lighthouse Investment Management, Llc
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Good Life Advisors, LLC
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WMG Financial Advisors, LLC
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Fort Vancouver Investment Management, LLC
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Verdence Capital Advisors LLC
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Brookstone Capital Management
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Massmutual Trust Co Fsb/adv
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Decker Retirement Planning Inc.
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MN Wealth Advisors, LLC
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Financial Symmetry Inc
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Capital A Wealth Management, LLC
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HTG Investment Advisors, Inc.
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Sterneck Capital Management, LLC
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Nicolet Advisory Services, Llc
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Ancora Advisors, LLC
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Financial Engines Advisors L.L.C.
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Disciplina Capital Management LLC
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Avantax Planning Partners, Inc.
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Leading Edge Financial Planning LLC
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SRS Capital Advisors, Inc.
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Natixis Advisors, L.p.
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WJ Interests, LLC
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AlphaCore Capital LLC
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Global Strategic Investment Solutions, LLC
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Vista Wealth Management Group, LLC
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Centennial Wealth Advisory LLC
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Beacon Pointe Advisors, LLC
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Paladin Wealth, LLC
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Comprehensive Financial Planning, Inc./PA
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Jane Street Group, Llc
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Arlington Financial Advisors, LLC
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Resources Investment Advisors, LLC.
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Zrc Wealth Management, Llc
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GAMMA Investing LLC
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Poinciana Advisors Group, Llc
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Chris Bulman Inc
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Mml Investors Services, Llc
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Kings Path Partners LLC
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Passive Capital Management, LLC.
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ORG Wealth Partners, LLC
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SOUTH STATE Corp
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Echo Wealth Management, LLC
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Eqis Capital Management, Inc.
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Envestnet Portfolio Solutions, Inc.
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TCG Advisory Services, LLC
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Buckingham Strategic Partners
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BSW Wealth Partners
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Perigon Wealth Management, LLC
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Operose Advisors LLC
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SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares
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Stone Point Wealth LLC
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TruNorth Capital Management, LLC
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Ameriprise Financial Inc
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Peak Asset Management, LLC
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Flagstone Financial Management
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Signaturefd, Llc
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Larson Financial Group LLC
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PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D
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AVNM - AMERICAN CENTURY ETF TRUST - Avantis All International Markets Equity ETF
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Renaissance Technologies Llc
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Wealthfront Advisers Llc
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Bank of New Hampshire
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Foundations Investment Advisors, LLC
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Avant Financial Advisors LLC
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Mason & Associates Inc
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Great Point Wealth Advisors, LLC
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Atticus Wealth Management, Llc
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Higgins & Schmidt Wealth Strategies LLC
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B&D White Capital Company, LLC
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Visionary Horizons, LLC
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Keb Asset Management, Llc
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Apollon Wealth Management, LLC
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Kuhn & Co Investment Counsel
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Vista Capital Partners, Inc.
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Ariadne Wealth Management, LP
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Modera Wealth Management, LLC
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rebel Financial LLC
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Accredited Wealth Management, LLC
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Riverchase Wealth Management, Llc
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Orion Portfolio Solutions, LLC
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Morris Financial Concepts, Inc.
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Elevate Wealth Advisory, Inc
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Glenview Trust Co
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Plancorp, LLC
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D L Carlson Investment Group Inc
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Bayshore Asset Management, Llc
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Prosperity Consulting Group, LLC
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CoreCap Advisors, LLC
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Sound Income Strategies, LLC
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Sentinel Pension Advisors Inc
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Nottingham Advisors, Inc.
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Allodium Investment Consultants, LLC
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Umb Bank N A/mo
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Ameritas Advisory Services, LLC
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Tarbox Family Office, Inc.
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NorthStar Asset Management LLC /NJ/
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SPGTX - Symmetry Panoramic Trust - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares
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Eq Wealth Advisors, Llc
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Foster Group, Inc.
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Midwest Trust Co
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Summit Financial Strategies, Inc.
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Exchange Traded Concepts, Llc
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Private Trust Co Na
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Hazlett, Burt & Watson, Inc.
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Kestra Advisory Services, LLC
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CNB Bank
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Emerald Investment Partners, Llc
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Pacific Life Fund Advisors LLC
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Fifth Third Securities, Inc.
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U.S. Capital Wealth Advisors, LLC
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Apeiron RIA LLC
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GPS Wealth Strategies Group, LLC
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Nemes Rush Group LLC
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BetterWealth, LLC
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Stewardship Advisors, LLC
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Kaufman Rossin Wealth, LLC
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Plum Street Advisors, LLC
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AVGE - AMERICAN CENTURY ETF TRUST - Avantis All Equity Markets ETF
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Integrity Investment Advisors, LLC
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Beverly Hills Private Wealth, LLC
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Harbor Group, Inc.
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Geneos Wealth Management Inc.
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Spire Wealth Management
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Allen Capital Group, LLC
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Mraz, Amerine & Associates, Inc.
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BWM Planning, LLC
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Trace Wealth Advisors, LLC
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Greenspring Advisors, LLC
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NewSquare Capital LLC
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Silvia Mccoll Wealth Management, Llc
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Squire Investment Management Company, LLC
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Assetmark, Inc
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Shotwell Rutter Baer Inc
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Private Wealth Management Group, LLC
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Milestone Asset Management Group, LLC
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Pathstone Holdings, LLC
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Dynamic Advisor Solutions LLC
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Change Path, LLC
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SOL Capital Management CO
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ERn Financial, LLC
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Fmb Wealth Management
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Royal Bank Of Canada
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Define Financial, Llc
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Russell Investments Group, Ltd.
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Quarry Hill Advisors, Llc
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Planwiser Financial, Llc
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Cwm, Llc
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Equita Financial Network, Inc.
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Pinnacle Bancorp, Inc.
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Wealth Enhancement Advisory Services, Llc
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EP Wealth Advisors, Inc.
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Fonville Wealth Management LLC
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IFP Advisors, Inc
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IMA Wealth, Inc.
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Westbourne Investments, Inc.
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Hicks Capital Management Llc
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CAP Partners, LLC
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Amplius Wealth Advisors, LLC
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TCI Wealth Advisors, Inc.
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Bridgewater Advisors Inc.
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Community Bank, N.A.
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Principal Securities, Inc.
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L.K. Benson & Company, P.C.
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Prospect Financial Group LLC
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Wealth Management Partners, LLC
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SC&H Financial Advisors, Inc.
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Advisor Group Holdings, Inc.
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Chicago Partners Investment Group LLC
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RAM Investment Partners, LLC
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AVMA - AMERICAN CENTURY ETF TRUST - Avantis Moderate Allocation ETF
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Transamerica Financial Advisors, Inc.
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BLVD Private Wealth, LLC
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CENTRAL TRUST Co
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Envision Financial LLC
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
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PKS Advisory Services, LLC
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O'shaughnessy Asset Management, Llc
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Tidemark, LLC
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Centerpoint Advisory Group
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JNBA Financial Advisors
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Abacus Planning Group, Inc.
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Fifth Third Bancorp
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Lakeridge Wealth Management LLC
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Abound Wealth Management
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CWA Asset Management Group, LLC
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Diversify Wealth Management, Llc
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M&t Bank Corp
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Libra Wealth Llc
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|
Journey Strategic Wealth Llc
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|
Consolidated Portfolio Review Corp
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Oak Root LLC
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|
Northwestern Mutual Wealth Management Co
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|
|
|
|
Highland Financial Advisors, LLC
|
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|
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|
