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Stone Point Wealth LLC
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UBS Group AG
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Atticus Wealth Management, Llc
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JRM Investment Counsel, LLC
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Pacifica Partners Inc.
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Conrad Siegel Investment Advisors, Inc.
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Milestone Asset Management Group, LLC
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Pineridge Advisors LLC
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Cooper Financial Group
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Legacy Capital Wealth Partners, LLC
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Pine Harbor Wealth Management, LLC
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Financial Advisory Service, Inc.
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Aptus Capital Advisors, LLC
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Freestate Advisors LLC
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Bull Oak Capital, LLC
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Allegiance Financial Group Advisory Services LLC
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Armbruster Capital Management, Inc.
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First Financial Corp /in/
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Planned Solutions, Inc.
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CI Private Wealth, LLC
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Ancora Advisors, LLC
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ERn Financial, LLC
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Private Trust Co Na
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Oceanside Advisors LLC
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Oppenheimer & Co Inc
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WJ Interests, LLC
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Sherrill & Hutchins Financial Advisory, Inc
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Arlington Financial Advisors, LLC
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Diversified Portfolios, Inc.
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Dopkins Wealth Management, Llc
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Frontier Asset Management, LLC
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Great Point Wealth Advisors, LLC
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Hartland & Co., LLC
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Austin Wealth Management, LLC
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Navalign, LLC
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Orrstown Financial Services Inc
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Ark & Tlk Investments, Llc
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Zions Bancorporation, National Association /ut/
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Venture Visionary Partners LLC
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Cora Capital Advisors Llc
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Royal Bank Of Canada
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Flow Traders U.s. Llc
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Johnson Investment Counsel Inc
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JDH Wealth Management, LLC
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Versant Capital Management, Inc
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Cary Street Partners Financial Llc
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Transcend Wealth Collective, Llc
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Total Clarity Wealth Management, Inc.
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Beacon Pointe Advisors, LLC
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Colonial Trust Co / SC
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AVMA - AMERICAN CENTURY ETF TRUST - Avantis Moderate Allocation ETF
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Nixon Peabody Trust Co
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Leading Edge Financial Planning LLC
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Atlanta Consulting Group Advisors, LLC
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BCR Wealth Strategies, LLC
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Kingsview Wealth Management, LLC
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Opal Wealth Advisors, LLC
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Greenline Partners, LLC
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Capital A Wealth Management, LLC
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Trilogy Capital Inc.
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Grimes & Company, Inc.
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Burk Holdings LLC
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Legacy Investment Solutions, LLC
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Wedbush Securities Inc
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WealthCollab, LLC
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Seeds Investor Llc
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GAMMA Investing LLC
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Envestnet Asset Management Inc
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Family Legacy, Inc.
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Evergreen Capital Management Llc
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BlueStem Wealth Partners, LLC
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WESPAC Advisors SoCal, LLC
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Arcadia Wealth Management, Inc.
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Rockwood Wealth Management, LLC
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Signaturefd, Llc
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Merkkuri Wealth Advisors LLC
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Apeiron RIA LLC
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Canvas Wealth Advisors, LLC
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Three Cord True Wealth Management, LLC
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LGWAX - Northern Lights Fund Trust - LADENBURG GROWTH FUND Class A Shares
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Hurlow Wealth Management Group, Inc.
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Spire Wealth Management
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Libra Wealth Llc
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DHK Financial Advisors, Inc.
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WealthPlan Investment Management, LLC
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WMG Financial Advisors, LLC
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Foster Group, Inc.
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Evolution Wealth Management Inc.
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Silver Oak Wealth Advisors Services, Llc
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Wallington Asset Management, LLC
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Kestra Investment Management, LLC
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O'shaughnessy Asset Management, Llc
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Great Valley Advisor Group, Inc.
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Austin Asset Management Co Inc
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Tower Research Capital LLC (TRC)
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Merit Financial Group, LLC
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RDA Financial Network
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GPS Wealth Strategies Group, LLC
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Atomi Financial Group, Inc.
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Harbor Asset Planning, Inc.
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MAI Capital Management
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Insight Wealth Partners, LLC
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Jones Financial Companies Lllp
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HB Wealth Management, LLC
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BigSur Wealth Management LLC
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Avantax Advisory Services, Inc.
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Proactive Wealth Strategies LLC
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Northern Trust Corp
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Foster & Motley Inc
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Integrated Advisors Network LLC
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GeoWealth Management, LLC
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Arbor Wealth Advisors LLC
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Visionary Horizons, LLC
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Klingman & Associates, LLC
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Foundry Financial Group, Inc.
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Certified Advisory Corp
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Pure Portfolios Holdings Llc
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Concurrent Investment Advisors, LLC
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Savant Capital, LLC
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Cornerstone Wealth Management, LLC
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Cullen/frost Bankers, Inc.
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Provident Wealth Management, LLC
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Fiduciary Advisors, Inc.
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Symmetry Partners, LLC
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First Manhattan Co
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Intergy Private Wealth, LLC
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Gateway Wealth Partners, LLC
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Satovsky Asset Management Llc
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Abound Wealth Management
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Kraft Asset Management, Llc
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Rothschild Investment Llc
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Empowered Funds, LLC
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Higgins & Schmidt Wealth Strategies LLC
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Kondo Wealth Advisors, Inc.
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Define Financial, Llc
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Clarity Asset Management, Inc.
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Plante Moran Financial Advisors, LLC
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POM Investment Strategies, LLC
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Old Mission Capital Llc
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Bellevue Asset Management, Llc
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Pfc Capital Group, Inc.
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Gerber Kawasaki Wealth & Investment Management
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Gladstone Institutional Advisory LLC
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Aspire Capital Advisors LLC
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Huntington National Bank
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Highland Financial Advisors, LLC
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Pensionmark Financial Group, Llc
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Cahill Financial Advisors Inc
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Tenon Financial LLC
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Vista Investment Partners Llc
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Spurstone Advisory Services, LLC
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Meridian Wealth Management, LLC
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Cushing Capital Partners, LLC
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Rosenberg Matthew Hamilton
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Quadcap Wealth Management, LLC
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Willow Creek Wealth Management Inc.
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Oliver Lagore Vanvalin Investment Group
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Sovran Advisors, LLC
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Essex Savings Bank
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JDM Financial Group LLC
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CGC Financial Services, LLC
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Commerce Bank
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Equita Financial Network, Inc.
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Lindbrook Capital, Llc
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Intelligent Financial Strategies
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Cornerstone Planning Group LLC
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Plum Street Advisors, LLC
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Russell Investments Group, Ltd.
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Horizon Bancorp Inc /in/
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Harbour Investments, Inc.
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LGT Financial Advisors LLC
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White Pine Investment CO
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Glenview Trust Co
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Bank Of America Corp /de/
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Friday Financial
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Capital Wealth Alliance, LLC
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Flagstone Financial Management
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Foundations Investment Advisors, LLC
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Thoroughbred Financial Services, Llc
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Fort Vancouver Investment Management, LLC
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Sequent Asset Management, LLC
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Bayshore Asset Management, Llc
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Diversify Wealth Management, Llc
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Regatta Capital Group, Llc
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Signet Financial Management, Llc
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Pathstone Holdings, LLC
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Porter White Investment Advisors, Inc.
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Jpmorgan Chase & Co
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Fmr Llc
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HBW Advisory Services LLC
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Buckingham Strategic Partners
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Fortis Group Advisors, LLC
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Revolve Wealth Partners, LLC
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1620 Investment Advisors, Inc.
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HMV Wealth Advisors, LLC
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Objectivity Squared, LLC
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Continuum Advisory, LLC
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Journey Strategic Wealth Llc
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Bank Of Montreal /can/
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Kiker Wealth Management, LLC
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RW Investment Management LLC
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First Community Trust Na
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Sentinel Pension Advisors Inc
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Ullmann Financial Group, Inc.
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Paragon Advisors, LLC
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Kaufman Rossin Wealth, LLC
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Capital Investment Advisory Services, LLC
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Avondale Wealth Management
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Broadway Wealth Solutions, Inc.
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Thompson Investment Management, Inc.
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Oakwell Private Wealth Management, LLC
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Signature Resources Capital Management, LLC
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Sax Wealth Advisors, Llc
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Flywheel Private Wealth LLC
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Cannon Wealth Management Services, LLC
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IAM Advisory, LLC
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Css Llc/il
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Natixis Advisors, L.p.
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Ballast, Inc.
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Arkadios Wealth Advisors
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Truist Financial Corp
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Ameriprise Financial Inc
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Vivaldi Capital Management, LLC
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Opus Capital Group, LLC
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EBI - RBB Fund Trust - Longview Advantage ETF
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Iron Horse Wealth Management, LLC
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GEN Financial Management, INC.
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Aprio Wealth Management, LLC
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Parcion Private Wealth LLC
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Cambridge Investment Research Advisors, Inc.
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FGSM - Advisors' Inner Circle Fund II - Frontier Asset Global Small Cap Equity ETF
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American Century Companies Inc
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Argent Trust Co
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Proathlete Wealth Management Llc
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Valued Wealth Advisors LLC
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L2 Asset Management, LLC
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Cape Investment Advisory, Inc.
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Dogwood Wealth Management LLC
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Berger Financial Group, Inc
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Ariadne Wealth Management, LP
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Private Advisor Group, LLC
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Strategic Blueprint, LLC
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Simplicity Wealth,LLC
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Guardian Wealth Advisors, Llc / Nc
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Principal Securities, Inc.
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Leavell Investment Management, Inc.
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Aspiriant, Llc
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Trajan Wealth LLC
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Lindenwold Advisors
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Wall Street Access Asset Management, LLC
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Betterment LLC
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Tarbox Family Office, Inc.
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Equitable Holdings, Inc.
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Mercer Global Advisors Inc /adv
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Mariner, LLC
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Magnolia Private Wealth, LLC
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Trace Wealth Advisors, LLC
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Enzi Wealth
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Acorn Financial Advisory Services Inc /adv
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Longview Financial Advisors, Inc.
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Arista Wealth Management, LLC
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Cypress Point Wealth Management, LLC
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Glassman Wealth Services
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Truepoint, Inc.
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GWM Advisors LLC
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Stephens Inc /ar/
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Smartleaf Asset Management LLC
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Islay Capital Management, Llc
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Cardinal Point Capital Management, ULC
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CENTRAL TRUST Co
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Physician Wealth Solutions Inc.
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Nemes Rush Group LLC
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Mjp Associates Inc /adv
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Conscious Wealth Investments, Llc
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Plancorp, LLC
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Axxcess Wealth Management, Llc
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Parkworth Wealth Management, Inc.
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Bowman & Co S.C.
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Advisory Services Network, LLC
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Hamilton Point Investment Advisors, LLC
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Sequoia Financial Advisors, LLC
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Lifelong Wealth Advisors, Inc.
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National Bank Of Canada /fi/
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Powers Advisory Group, LLC
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Atria Investments Llc
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Etesian Wealth Advisors, Inc.
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Accredited Wealth Management, LLC
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Courier Capital Llc
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Robertson Stephens Wealth Management, LLC
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Oak Wealth Advisors LLC
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New England Capital Financial Advisors LLC
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Kestra Private Wealth Services, Llc
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Crowley Wealth Management, Inc.
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Prime Capital Investment Advisors, LLC
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Operose Advisors LLC
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Two Sigma Investments, Lp
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EnRich Financial Partners LLC
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LPL Financial LLC
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Brinker Capital Investments, LLC
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Hardin Capital Partners, LLC
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First Citizens Bank & Trust Co
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MB Generational Wealth, LLC
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Addison Advisors LLC
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Running Point Capital Advisors, LLC
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Claris Advisors, Llc / Mo /
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Marquette Asset Management, LLC
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CRA Financial Services, LLC
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Concord Asset Management, LLC/VA
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McMill Wealth Management
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Visionary Wealth Advisors
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Tillman Hartley LLC
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Camarda Financial Advisors, LLC
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Garrett Investment Advisors LLC
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Hazlett, Burt & Watson, Inc.
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Quantinno Capital Management LP
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Heritage Wealth Management, Inc. /CA/
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Slagle Financial, LLC
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Safeguard Investment Advisory Group, LLC
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Stratos Wealth Partners, LTD.
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West Paces Advisors Inc.
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Asset Dedication, LLC
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Signature Estate & Investment Advisors Llc
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Cozad Asset Management Inc
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Allworth Financial LP
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Bare Financial Services, Inc
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Brookstone Capital Management
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Citizens Financial Group Inc/ri
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RFG Advisory, LLC
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Warren Averett Asset Management, LLC
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Ritholtz Wealth Management
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Glenmede Investment Management, LP
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Consolidated Portfolio Review Corp
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Clear Creek Financial Management, LLC
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Venturi Wealth Management, LLC
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Titleist Asset Management, Llc
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MONECO Advisors, LLC
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
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Drive Wealth Management, Llc
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Townsquare Capital Llc
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DHJJ Financial Advisors, Ltd.
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Twin Peaks Wealth Advisors, LLC
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Collective Family Office Llc
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Westside Investment Management, Inc.
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Raymond James Financial Inc
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NorthRock Partners, LLC
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Pasadena Private Wealth, LLC
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GEM Asset Management, LLC
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Liberty Capital Management, Inc.
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Vance Wealth, Inc.
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Centennial Wealth Advisory LLC
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BIP Wealth, LLC
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North Ridge Wealth Advisors, Inc.
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Jacobi Capital Management LLC
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Sylvest Advisors, LLC
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Good Life Advisors, LLC
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Morey & Quinn Wealth Partners, LLC
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Avidian Wealth Solutions, LLC
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CVA Family Office, LLC
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Harbour Investment Management Llc
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BRYN MAWR TRUST Co
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OmniStar Financial Group, Inc.
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Orion Capital Management LLC
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Nova Wealth Management, Inc.
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Mason Investment Advisory Services, Inc.
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Bokf, Na
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Parkshore Wealth Management, Inc.
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
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Ameriflex Group, Inc.
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Arq Wealth Advisors, Llc
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Foundation Wealth Management, LLC\PA
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Cerity Partners LLC
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Lam Group, Inc.
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Assetmark, Inc
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Kavar Capital Partners Group, Llc
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Voisard Asset Management Group, Inc.
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Beaird Harris Wealth Management, LLC
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Clark Asset Management, LLC
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Heron Bay Capital Management
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Spectrum Wealth Advisory Group, LLC
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Transcendent Capital Group LLC
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BetterWealth, LLC
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Peapack Gladstone Financial Corp
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Diversify Advisory Services, LLC
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Brighton Jones Llc
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Flagship Harbor Advisors, Llc
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Salem Investment Counselors Inc
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Bogart Wealth, LLC
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Sachetta, LLC
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Tiaa Trust, National Association
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REDW Wealth LLC
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Rainey & Randall Investment Management Inc.
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Elevate Wealth Advisory, Inc
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Tudor Investment Corp Et Al
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LOWAX - Northern Lights Fund Trust - LADENBURG GROWTH & INCOME FUND Class A Shares
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SILVER OAK SECURITIES, Inc
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Apollon Wealth Management, LLC
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Integrity Wealth Solutions LLC
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BSW Wealth Partners
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Selective Wealth Management, Inc.
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Lifestyle Asset Management, Inc.
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Kovitz Investment Group Partners, LLC
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Community Bank, N.A.
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Delap Wealth Advisory, Llc
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EP Wealth Advisors, Inc.
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Almanack Investment Partners, LLC.
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Kestra Advisory Services, LLC
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
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Scotia Capital Inc.
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Unison Advisors LLC
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Hoxton Planning & Management, LLC
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Krilogy Financial LLC
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Pitti Group Wealth Management, LLC
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Bank of New York Mellon Corp
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Traub Capital Management LLC
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Total Wealth Planning, Llc
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High Probability Advisors, LLC
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Clark Capital Management Group, Inc.
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Relyea Zuckerberg Hanson LLC
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Concord Wealth Partners
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Jackson Thornton Asset Management, Llc
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Cornell Pochily Investment Advisors, Inc.
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Echo Wealth Management, LLC
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O'Connor Financial Group LLC
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BWM Planning, LLC
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RVW Wealth, LLC
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Jim Saulnier & Associates, Llc
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Gradient Capital Advisors, LLC
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Tradewinds, LLC.
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Cerro Pacific Wealth Advisors LLC
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Claro Advisors LLC
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Strategic Advisors LLC
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CoreCap Advisors, LLC
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Family Investment Center, Inc.
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AVGV - AMERICAN CENTURY ETF TRUST - Avantis All Equity Markets Value ETF
|
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Wealth Enhancement Advisory Services, Llc
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KM Capital Management Ltd.
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Cetera Investment Advisers
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KPP Advisory Services LLC
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Parallel Advisors, LLC
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Keystone Financial Group
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Ambassador Advisors, LLC
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Independence Bank of Kentucky
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Ritter Daniher Financial Advisory LLC / DE
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RMB Capital Management, LLC
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Ccm Investment Group, Llc
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Commonwealth Equity Services, Llc
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Kmg Fiduciary Partners, Llc
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Modern Wealth Management, LLC
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Atria Wealth Solutions, Inc.
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Team Hewins, LLC
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CoreFirst Bank & Trust
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Global Trust Asset Management, LLC
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Clarion Wealth Managment Partners, LLC
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McIlrath & Eck, LLC
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Summit X, LLC
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Whittier Trust Co
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Stock Yards Bank & Trust Co
|
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U.S. Capital Wealth Advisors, LLC
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Autumn Glory Partners, LLC
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Fortis Capital Management LLC
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Mayfair Advisory Group, LLC
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Steward Partners Investment Advisory, Llc
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Avantax Planning Partners, Inc.
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Perigon Wealth Management, LLC
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Motco
|
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Financial Partners Group, Inc
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Legacy Wealth Managment, LLC/ID
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Regimen Wealth, Llc
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Alpha Financial Advisors, LLC
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Rialto Wealth Management, LLC
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Sheets Smith Wealth Management
|
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Sunbelt Securities, Inc.
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Bannerman Wealth Management Group, Llc
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Ronald Blue Trust, Inc.
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Apella Capital, LLC
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Forum Financial Management, LP
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Clarus Group, Inc.
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M&t Bank Corp
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Avant Financial Advisors LLC
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|
First National Bank Sioux Falls
|
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|
Vision Financial Markets Llc
|
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|
Capital Analysts, Inc.
|
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|
USAdvisors Wealth Management, LLC
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Mutual Advisors, LLC
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Mainsail Asset Management, Llc
|
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Cardiff Park Advisors, Llc
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|
Carr Financial Group Corp
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|
Pnc Financial Services Group, Inc.
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|
TCG Advisory Services, LLC
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|
CogentBlue Wealth Advisors, LLC
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|
Safe Harbor Fiduciary, LLC
|
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|
Morgan Stanley
|
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|
Centerpoint Advisory Group
|
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|
Wedmont Private Capital
|
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|
B&D White Capital Company, LLC
|
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|
D'Orazio & Associates, Inc.
|
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|
Castle Wealth Management Llc
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|
Brown Brothers Harriman & Co
|
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|
CAPROCK Group, Inc.
|
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|
Orgel Wealth Management, LLC
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|
BKA Wealth Consulting, Inc.
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Keb Asset Management, Llc
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Towneley Capital Management, Inc / DE
|
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Baker Ellis Asset Management LLC
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|
Lion Street Advisors, LLC
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|
Ironwood Financial, llc
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|
Henrickson Nauta Wealth Advisors, Inc.
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|
Passive Capital Management, LLC.
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|
Northland Capital Management LLC
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|
Vermillion Wealth Management, Inc.
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|
Greenspring Advisors, LLC
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|
Ieq Capital, Llc
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|
Triune Financial Partners, LLC
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
LexAurum Advisors, LLC
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|
Goldstone Financial Group, LLC
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|
MN Wealth Advisors, LLC
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|
Financial Architects, LLC
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|
Us Bancorp \de\
|
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Cowa, Llc
|
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|
Meredith Wealth Planning
|
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|
SkyOak Wealth, LLC
|
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|
Fidelity D & D Bancorp Inc
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|
IFP Advisors, Inc
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Wealthcare Advisory Partners LLC
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|
PrairieView Partners, LLC
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|
TT Capital Management LLC
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|
Northwest & Ethical Investments L.P.
|
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|
TruWealth Advisors, LLC
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|
Endeavor Private Wealth, Inc.
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|
Auxano Advisors, LLC
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|
Halbert Hargrove Global Advisors, Llc
|
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|
Liberty One Investment Management, Llc
|
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|
Integrated Capital Management, LLC
|
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|
Promus Capital, LLC
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|
Atlantic Trust, LLC
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|
Gwn Securities Inc.
|
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|
Atlas Wealth LLC
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|
CarsonAllaria Wealth Management, Ltd.
|
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|
Lido Advisors, LLC
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|
Redwood Park Advisors LLC
|
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|
|
Beacon Financial Group
|
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|
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|
WCG Wealth Advisors LLC
|
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|
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|
|
LNCAX - Northern Lights Fund Trust - LADENBURG INCOME FUND Class A Shares
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
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|
|
|
|
BlackRock, Inc.
|
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|
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|
|
Resources Investment Advisors, LLC.
|
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|
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|
|
Greenwich Wealth Management LLC
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|
|
Prosperitas Financial LLC
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|
|
|
Peirce Capital Management, LLC
|
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|
|
|
|
Watts Gwilliam & Co., LLC
|
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|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Headlands Technologies LLC
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|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Brown Advisory Inc
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|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
SPGTX - Symmetry Panoramic Trust - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
rebel Financial LLC
|
|
|
|
|
|
Cambridge Financial Group, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
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|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Brickley Wealth Management
|
|
|
|
|
|
Advisor Group Holdings, Inc.
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|
|
|
|
|
Acorn Wealth Advisors, LLC
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|
|
|
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|
Convergence Financial, LLC
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|
SJS Investment Consulting Inc.
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|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Armis Advisers, LLC
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|
Cornerstone Advisory, LLC
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|
Cornerstone Capital, Inc.
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|
Cresset Asset Management, LLC
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|
Nova R Wealth, Inc.
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|
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|
|
|
Integrated Wealth Concepts LLC
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|
|
|
|
|
Hill Investment Group Partners, LLC
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|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
LAWAX - Northern Lights Fund Trust - LADENBURG AGGRESSIVE GROWTH FUND Class A Shares
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Meritas Wealth Management, LLC
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Family Wealth Partners, Llc
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Clune & Associates, Ltd.
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BLVD Private Wealth, LLC
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OneAscent Financial Services LLC
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Fidelis Capital Partners, LLC
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Liberty Wealth Management Llc
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NWF Advisory Services Inc.
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Brown, Lisle/cummings, Inc.
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Facet Wealth, Inc.
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Victory Financial Group, Llc
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Fmb Wealth Management
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Baird Financial Group, Inc.
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Bridgewealth Advisory Group, LLC
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Legacy Financial Strategies, LLC
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Fifth Third Securities, Inc.
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Gallagher Fiduciary Advisors, LLC
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Priebe Wealth Holdings LLC
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KWB Wealth
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Creative Planning
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Annex Advisory Services, LLC
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Grant/GrossMendelsohn, LLC
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Evensky & Katz LLC
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ABLE Financial Group, LLC
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Wealth Architects, LLC
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Werba Rubin Papier Wealth Management
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First PREMIER Bank
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Entrewealth, Llc
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Grand Wealth Management, Llc
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Moneta Group Investment Advisors Llc
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Middleton & Co Inc/ma
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Symphony Financial, Ltd. Co.
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Holcombe Financial, Inc.
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Pacific Life Fund Advisors LLC
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Curio Wealth, Llc
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Gibraltar Capital Management, Inc.
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Bridgewater Advisors Inc.
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New Millennium Group LLC
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Cascade Financial Partners, LLC
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Team Financial Group, LLC
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ProVise Management Group, LLC
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Renaissance Technologies Llc
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Parkwoods Wealth Partners, LLC
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TD Waterhouse Canada Inc.
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Cornerstone Management, Inc.
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Ameritas Advisory Services, LLC
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Valeo Financial Advisors, LLC
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Global Strategic Investment Solutions, LLC
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New England Private Wealth Advisors LLC
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Schubert & Co
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Umb Bank N A/mo
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Heritage Wealth Management, Inc.
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Lauterbach Financial Advisors, LLC
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National Asset Management, Inc.
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Comprehensive Financial Planning, Inc./PA
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Guidance Capital, Inc
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Emerald Investment Partners, Llc
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L.K. Benson & Company, P.C.
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Daymark Wealth Partners, Llc
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Wealthfront Advisers Llc
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Redmont Wealth Advisors Llc
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Baldwin Investment Management, LLC
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Synovus Financial Corp
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Smith, Moore & Co.
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Prosperity Planning, Inc.
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TFB Advisors LLC
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Sculati Wealth Management, LLC
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Nottingham Advisors, Inc.
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SC&H Financial Advisors, Inc.
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PDS Planning, Inc
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Mraz, Amerine & Associates, Inc.
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Global Retirement Partners, LLC
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Greenup Street Wealth Management Llc
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Tyche Wealth Partners LLC
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Level Financial Advisors, Inc.
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Aspen Capital Management, LLC
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Strategic Family Wealth Counselors, L.L.C.
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We Are One Seven, LLC
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Geneos Wealth Management Inc.
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Lutz Financial Services LLC
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Zacks Investment Management
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Valley National Advisers Inc
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Tyler-Stone Wealth Management
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XY Planning Network, Inc.
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CCMG - EA Series Trust - CCM Global Equity ETF
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Savvy Advisors, Inc.
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HighTower Advisors, LLC
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Independent Advisor Alliance
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Catalytic Wealth RIA, LLC
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NFP Retirement, Inc.
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Orion Portfolio Solutions, LLC
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Citadel Advisors Llc
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Signal Advisors Wealth, LLC
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Tower Wealth Partners, Inc.
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Midwest Heritage Bank, FSB
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Financial Synergies Wealth Advisors, Inc.
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PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D
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Heritage Financial Services, LLC
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Total Investment Management Inc
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SNS Financial Group, LLC
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Means Investment Co., Inc.
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Belvedere Trading LLC
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Cloud Capital Management, LLC
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WorthPointe, LLC
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Financial Futures Ltd Liability Co.
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Pacific Asset Management, LLC
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Navis Wealth Advisors, LLC
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Colony Group, LLC
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Lantern Wealth Advisors, LLC
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SYM FINANCIAL Corp
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J.w. Cole Advisors, Inc.
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Telos Capital Management, Inc.
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IMA Wealth, Inc.
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Sigma Planning Corp
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Squire Investment Management Company, LLC
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Millstone Evans Group, LLC
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Accredited Investor Services, Llc
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Beta Wealth Group, Inc.
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Change Path, LLC
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Whitaker-Myers Wealth Managers, LTD.
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Boston Private Wealth Llc
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Premier Path Wealth Partners, LLC
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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Aegis Wealth Management LLC
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Efficient Frontier Advisors LLC
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Brady Martz Wealth Solutions, LLC
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Eq Wealth Advisors, Llc
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Stokes Family Office, LLC
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Schwarz Dygos Wheeler Investment Advisors Llc
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Nbc Securities, Inc.
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Insight Wealth Strategies, LLC
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Yardley Wealth Management LLC
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Benjamin Edwards Inc
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Morris Financial Concepts, Inc.
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Private Wealth Management Group, LLC
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TCI Wealth Advisors, Inc.
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Atala Financial Inc
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Per Stirling Capital Management, LLC.
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Northwest Wealth Management, Llc
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AdvisorNet Financial, Inc
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Anfield Capital Management, LLC
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Stewardship Advisors, LLC
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Dakota Wealth Management
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Mml Investors Services, Llc
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Chicago Partners Investment Group LLC
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Financial Engines Advisors L.L.C.
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True Wealth Design, LLC
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Badgley Phelps Wealth Managers, LLC
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Tortoise Investment Management, LLC
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Keel Point, LLC
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Golden State Wealth Management, LLC
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Elios Financial Group Inc.
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Cubist Systematic Strategies, LLC
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AlphaCore Capital LLC
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Waterfront Wealth Inc.
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Fortitude Family Office, LLC
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Seaside Wealth Management, Inc.
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Stephens Consulting, LLC
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North Star Asset Management Inc
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EverSource Wealth Advisors, LLC
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LJI Wealth Management, LLC
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Benningfield Financial Advisors, Llc
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Optimum Investment Advisors
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CNB Bank
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Klaas Financial Asset Advisors, LLC
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|
AVGE - AMERICAN CENTURY ETF TRUST - Avantis All Equity Markets ETF
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Modera Wealth Management, LLC
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Red Lighthouse Investment Management, Llc
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Intelligence Driven Advisers, LLC
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Golden Bell Financial Planning LLC
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Sensible Money, LLC
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Sage Rhino Capital Llc
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EWG Elevate Inc.
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Congress Wealth Management LLC / DE /
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McLean Asset Management Corp
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Haven Private, LLC
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Advisor OS, LLC
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First Horizon Advisors, Inc.
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Neuberger Berman Group LLC
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Legacy Financial Group, Inc.
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First Citizens Asset Management, Inc.
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Tranquility Partners, LLC
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Apollon Financial, LLC
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SRS Capital Advisors, Inc.
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Falcon Wealth Planning
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CIBC Private Wealth Group, LLC
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Quent Capital, LLC
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Susquehanna International Group, Llp
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Ausdal Financial Partners, Inc.
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Financial Management Network Inc
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Quarry Hill Advisors, Llc
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Denver Wealth Management, Inc.
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Centaurus Financial, Inc.
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Seed Wealth Management, Inc.
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McMahon Financial Advisors, LLC
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Fortress Wealth Management, Inc.
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Wells Fargo & Company/mn
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TruNorth Capital Management, LLC
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Anchor Investment Management, LLC
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N.E.W. Advisory Services LLC
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Landing Point Financial Group, LLC
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Envestnet Portfolio Solutions, Inc.
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Shotwell Rutter Baer Inc
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Next Level Private LLC
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Quantum Financial Advisors, LLC
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Onyx Bridge Wealth Group LLC
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REAP Financial Group, LLC
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Alliance Wealth Advisors, LLC
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Integris Wealth Management, LLC
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Northwestern Mutual Wealth Management Co
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Cherry Tree Wealth Management, LLC
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Beacon Capital Management, LLC
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Fifth Third Wealth Advisors LLC
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|
Evanson Asset Management, LLC
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SOL Capital Management CO
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Parkside Financial Bank & Trust
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PFG Investments, LLC
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M Wealth Management, LLC
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Widmann Financial Services, Inc.
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Whittier Trust Co Of Nevada Inc
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WFA of San Diego, LLC
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|
Trellis Wealth Advisors LLC
|
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|
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|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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|
Creative Financial Designs Inc /adv
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DBK Financial Counsel, LLC
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Capital Planning Advisors, LLC
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Annis Gardner Whiting Capital Advisors, LLC
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IFG Advisory, LLC
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Bridge Generations Wealth Management Llc
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Caliber Wealth Management, LLC / KS
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Del-Sette Capital Management, LLC
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Stegent Equity Advisors, Inc.
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First Trust Advisors Lp
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Rockefeller Capital Management L.P.
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RCS Financial Planning, LLC
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AE Wealth Management LLC
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|
ORBA Wealth Advisors, L.L.C.
|
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|
Capital Performance Advisors Llp
|
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|
Fifth Third Bancorp
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|
Midwest Financial Group LLC
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|
Poinciana Advisors Group, Llc
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Cwm, Llc
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Paragon Capital Management Ltd
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Aire Advisors, Llc
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First Merchants Corp
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Holistic Planning, LLC
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Abacus Planning Group, Inc.
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Aqr Capital Management Llc
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Delta Financial Group, Inc.
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Traphagen Investment Advisors Llc
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Morton Brown Family Wealth, LLC
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Investment Research & Advisory Group, Inc.
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|
Correct Capital Wealth Management
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Financial Advocates Investment Management
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|
Able Wealth Management LLC
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|
Wetherby Asset Management Inc
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Moisand Fitzgerald Tamayo, LLC
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Level Four Advisory Services, Llc
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Oxford Financial Group Ltd
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Crosspoint Financial, Llc
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Financial Symmetry Inc
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|
Balboa Wealth Partners
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Qube Research & Technologies Ltd
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Alesco Advisors Llc
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Decker Retirement Planning Inc.
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Scarborough Advisors, LLC
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UNIVEST FINANCIAL Corp
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Prospera Capital Management, LLC
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|
Goldman Sachs Group Inc
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Exchange Traded Concepts, Llc
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|
Capstone Wealth Management, LLC
|
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|
LNOAX - Northern Lights Fund Trust - LADENBURG INCOME & GROWTH FUND Class A Shares
|
|
|
|
|
|
Bfsg, Llc
|
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|
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|
Verus Wealth Management, Llc
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|
Joseph P. Lucia & Associates, LLC
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Larson Financial Group LLC
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CAP Partners, LLC
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Harbor Group, Inc.
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Creative Capital Management Investments LLC
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|
Fortune Financial Advisors, LLC
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|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
