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United Advisor Group, LLC
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Retirement Planning Group
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U.S. Capital Wealth Advisors, LLC
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Quad-Cities Investment Group, LLC
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Williams & Novak, LLC
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Citadel Advisors Llc
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Harbour Capital Advisors, LLC
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Market Street Wealth Management Advisors Llc
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Great Point Wealth Advisors, LLC
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FineMark National Bank & Trust
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Bank Of Montreal /can/
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Hill Investment Group Partners, LLC
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Spectrum Investment Advisors, Inc.
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Allodium Investment Consultants, LLC
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Kestra Advisory Services, LLC
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Lodestone Wealth Management LLC
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Wealth Dimensions Group, Ltd.
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Bayshore Asset Management, Llc
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Captrust Financial Advisors
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Smallwood Wealth Investment Management, LLC
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Atomi Financial Group, Inc.
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Comerica Bank
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Narus Financial Partners, LLC
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Private Wealth Management Group, LLC
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Acorn Wealth Advisors, LLC
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Pallas Capital Advisors LLC
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Cannon Financial Strategists, Inc.
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Heritage Wealth Management, Inc./Texas
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LPL Financial LLC
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Ancora Advisors, LLC
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Parkworth Wealth Management, Inc.
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Wells Fargo & Company/mn
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Shearwater Capital LLC
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SC&H Financial Advisors, Inc.
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LVZ Advisors, Inc.
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Colorado Capital Management, Inc.
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West Financial Advisors, LLC
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BCJ Capital Management, LLC
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Ark & Tlk Investments, Llc
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Larson Financial Group LLC
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Diversify Wealth Management, Llc
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Integrity Investment Advisors, LLC
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B.O.S.S. Retirement Advisors, LLC
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Chico Wealth RIA
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Rossby Financial, LCC
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LaSalle St. Investment Advisors, LLC
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Parallel Advisors, LLC
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Leading Edge Financial Planning LLC
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EP Wealth Advisors, Inc.
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Capital A Wealth Management, LLC
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First National Corp /ma/ /adv
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Galvin, Gaustad & Stein, LLC
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
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PFG Advisors
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M Holdings Securities, Inc.
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Capital Performance Advisors Llp
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McIlrath & Eck, LLC
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Canvas Wealth Advisors, LLC
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180 Wealth Advisors, Llc
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Morling Financial Advisors, LLC
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Perigon Wealth Management, LLC
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Heritage Investment Group, Inc.
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Cherry Tree Wealth Management, LLC
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Global Trust Asset Management, LLC
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Studio Investment Management Llc
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Bryant Woods Investment Advisors, LLC
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Woodside Wealth Management LLC
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Warren Averett Asset Management, LLC
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Lynx Investment Advisory
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Dodds Wealth, LLC
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AE Wealth Management LLC
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JDH Wealth Management, LLC
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Fmb Wealth Management
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Entrewealth, Llc
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Sterling Wealth Advisors Inc
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Kestra Investment Management, LLC
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Principal Securities, Inc.
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Foundation Wealth Management, LLC\PA
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Fiduciary Financial Group, Llc
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Bank of New York Mellon Corp
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Sutton Place Investors Llc
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Binnacle Investments Inc
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Wealthquest Corp
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Keyes, Stange & Wooten Wealth Management, LLC
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Fmr Llc
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Bellevue Asset Management, Llc
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Mendota Financial Group, LLC
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Stifel Financial Corp
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Asset Planning Corporation
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Pioneer Wealth Management Group
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Bay Harbor Wealth Management, LLC
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TCI Wealth Advisors, Inc.
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Cable Hill Partners, LLC
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Farther Finance Advisors, LLC
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Sterneck Capital Management, LLC
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Sterling Wealth Management, Inc.
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Townsquare Capital Llc
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Commonwealth Equity Services, Llc
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Janney Montgomery Scott LLC
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Daner Wealth Management, LLC
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IFP Advisors, Inc
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Schwarz Dygos Wheeler Investment Advisors Llc
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
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Next Level Wealth Planning, LLC
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Voisard Asset Management Group, Inc.
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Cypress Wealth Services, LLC
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
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My Personal CFO, LLC
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Biltmore Family Office, LLC
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Benson Investment Management Company, Inc.
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Change Path, LLC
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First PREMIER Bank
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Security Financial Services, INC.
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Pillar Financial Advisors, LLC
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Abel Hall, LLC
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Lauterbach Financial Advisors, LLC
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Financial Management Professionals, Inc.
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Everhart Financial Group, Inc.
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We Are One Seven, LLC
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Russell Investments Group, Ltd.
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Pure Financial Advisors, Inc.
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Warwick Investment Management, Inc.
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Mesirow Financial Investment Management, Inc.
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Truist Financial Corp
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Coldstream Capital Management Inc
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Geneos Wealth Management Inc.
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Forthright Family Wealth Advisory LLC
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Pensionmark Financial Group, Llc
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Arcadia Wealth Management, LLC
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Sanibel Captiva Trust Company, Inc.
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Triad Wealth Partners, LLC
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tru Independence LLC
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Asset Dedication, LLC
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Curio Wealth, Llc
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Quadcap Wealth Management, LLC
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Kaufman Rossin Wealth, LLC
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Perennial Investment Advisors, LLC
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Colonial Trust Co / SC
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Global Financial Private Client, LLC
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Shore Point Advisors, LLC
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Balanced Rock Investment Advisor
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Strategent Financial, LLC
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Magnolia Private Wealth, LLC
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KM Capital Management Ltd.
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Naples Global Advisors, Llc
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Saxony Capital Management, LLC
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AdvisorNet Financial, Inc
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Clg Llc
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Orcam Financial Group
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Us Bancorp \de\
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Transcend Wealth Collective, Llc
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Root Financial Partners, LLC
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Red Lighthouse Investment Management, Llc
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TCP Asset Management, LLC
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DHJJ Financial Advisors, Ltd.
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Austin Wealth Management, LLC
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Northwest Wealth Management, Llc
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Jpmorgan Chase & Co
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Weinberger Asset Management, Inc
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D.B. Root & Company, LLC
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Bordeaux Wealth Advisors LLC
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Darrow Company, Inc.
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Core Wealth Management, Inc.
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PrairieView Partners, LLC
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PCA Investment Advisory Services Inc.
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Sentinel Wealth Management, Inc.
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Financial Advocates Investment Management
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Chicago Partners Investment Group LLC
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RCS Financial Planning, LLC
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Colony Family Offices, LLC
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Advisory Alpha, LLC
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Prudential Financial Inc
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Fort Henry Capital, LLC
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WNY Asset Management, LLC
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Scratch Capital Llc
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Glass Jacobson Investment Advisors llc
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Gemmer Asset Management LLC
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Zhang Financial LLC
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Pinnacle Family Advisors, LLC
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Spurstone Advisory Services, LLC
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Envision Financial Planning, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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GEM Asset Management, LLC
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Tortoise Investment Management, LLC
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Forum Private Client Group LLC
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Keel Point, LLC
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Freedom Financial Partners LLC
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Planwiser Financial, Llc
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Rockefeller Capital Management L.P.
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Cresset Asset Management, LLC
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Bedel Financial Consulting, Inc.
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Orion Capital Management LLC
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Savant Capital, LLC
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Kestra Private Wealth Services, Llc
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Northern Trust Corp
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Cary Street Partners Financial Llc
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Wealth Advisors Northwest LLC
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Tyche Wealth Partners LLC
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Samalin Investment Counsel, LLC
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Summit Wealth Group Llc / Co
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Stadion Money Management, LLC
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Francis Financial, Inc.
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Montis Financial, LLC
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Integrated Advisors Network LLC
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ERn Financial, LLC
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Vertex Planning Partners, LLC
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Altiora Financial Group, LLC
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Ruedi Wealth Management, Inc.
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EverSource Wealth Advisors, LLC
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Consilium Wealth Advisory, LLC
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Pathstone Holdings, LLC
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First National Advisers, LLC
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Poinciana Advisors Group, Llc
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Arcadia Wealth Management, Inc.
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Claris Advisors, Llc / Mo /
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RFG Advisory, LLC
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Equitable Holdings, Inc.
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Patriot Financial Group Insurance Agency, LLC
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Capstone Financial Advisors, Inc.
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Parkside Financial Bank & Trust
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Brinker Capital Investments, LLC
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Financial Synergies Wealth Advisors, Inc.
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First Financial Group Corp
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Hartmann Taylor Wealth Management, LLC
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Fort Vancouver Investment Management, LLC
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Squire Investment Management Company, LLC
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USAdvisors Wealth Management, LLC
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SOL Capital Management CO
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DecisionPoint Financial, LLC
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Pure Portfolios Holdings Llc
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Cypress Point Wealth Management, LLC
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Topsail Wealth Management, LLC
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Dixon Fnancial Services, Inc.
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Edge Financial Advisors LLC
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Redmont Wealth Advisors Llc
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Lam Group, Inc.
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Atlas Legacy Advisors, LLC
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WMG Financial Advisors, LLC
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Forum Financial Management, LP
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Ledgewood Wealth Advisors, LLC
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Clear Investment Research, Llc
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Timonier Family Office, LTD.
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Capital Analysts, Inc.
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Collective Family Office Llc
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Curated Wealth Partners LLC
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Valued Wealth Advisors LLC
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Concurrent Investment Advisors, LLC
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Passive Capital Management, LLC.
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CX Institutional
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
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Cullen/frost Bankers, Inc.
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Clune & Associates, Ltd.
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Arkadios Wealth Advisors
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Moisand Fitzgerald Tamayo, LLC
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Cranbrook Wealth Management, LLC
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Allworth Financial LP
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Cowa, Llc
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Salem Investment Counselors Inc
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Cambridge Financial Group, LLC
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Wealthfront Advisers Llc
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Concord Asset Management, LLC/VA
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Jfs Wealth Advisors, Llc
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Hurlow Wealth Management Group, Inc.
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Maryland Capital Advisors Inc.
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HB Wealth Management, LLC
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Sound Income Strategies, LLC
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Gradient Capital Advisors, LLC
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Infinity Wealth Counsel, LLC
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Helen Stephens Group, LLC
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Essex Financial Services, Inc.
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Builder Investment Group Inc /adv
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Baring Financial LLC
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Christopher J. Hasenberg, Inc
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Wescott Financial Advisory Group, LLC
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Signaturefd, Llc
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Vermillion Wealth Management, Inc.
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Frazier Financial Advisors, LLC
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Andrews, Lucia Wealth Management Llc
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Charter Capital Management, LLC\DE
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Avidian Wealth Solutions, LLC
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HFG Wealth Management, LLC
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Sei Investments Co
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BOS Asset Management, LLC
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Cardiff Park Advisors, Llc
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Vista Wealth Management Group, LLC
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Coyle Financial Counsel LLC
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Tudor Investment Corp Et Al
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Tillman Hartley LLC
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SOUTH STATE Corp
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David Wealth Management LLC
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StoneX Group Inc.
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Mather Group, Llc.
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Arista Wealth Management, LLC
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Exeter Financial, LLC
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Graves-Light Private Wealth Management, Inc.
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Ausdal Financial Partners, Inc.
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Beverly Hills Private Wealth, LLC
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Wealth Enhancement Advisory Services, Llc
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Bay Capital Advisors, LLC
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Pinnacle Financial Group, LLC / IL
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Plan Group Financial, LLC
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North Capital, Inc.
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Versant Capital Management, Inc
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Strategic Investment Solutions, Inc. /IL
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Lakeridge Wealth Management LLC
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Financial Harvest, LLC
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Gts Securities Llc
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Landmark Wealth Management, Inc.
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American Capital Advisory, LLC
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Legacy Financial Group, Inc.
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JFG Wealth Management, LLC
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Tru Independence Asset Management 2, Llc
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SpringVest Wealth Management LLC
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Private Trust Co Na
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Stone Point Wealth LLC
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Halbert Hargrove Global Advisors, Llc
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Kingstone Capital Partners Texas, LLC
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Lionshead Wealth Management, LLC
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Fortitude Family Office, LLC
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HMV Wealth Advisors, LLC
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Newman Dignan & Sheerar, Inc.
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Peapack Gladstone Financial Corp
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Stock Yards Bank & Trust Co
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Prodigy Asset Management LLC
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Melfa Wealth Management, Llc
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FinDec Wealth Services, Inc.
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Vermillion & White Wealth Management Group, LLC
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Creative Capital Management Investments LLC
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Wood Tarver Financial Group, LLC
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Bridgewater Advisors Inc.
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Firethorn Wealth Partners, Llc
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Renaissance Technologies Llc
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Elevate Wealth Advisory, Inc
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Lido Advisors, LLC
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Phillips Financial Management, Llc
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Meridian Wealth Management, LLC
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Clarity Capital Advisors, LLC
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Beacon Pointe Advisors, LLC
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Beacon Financial Advisory LLC
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Wealthcare Advisory Partners LLC
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Marshall Financial Group LLC
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Bessemer Group Inc
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Ariadne Wealth Management, LP
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Trinity Financial Advisors LLC
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AlphaCore Capital LLC
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BWM Planning, LLC
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CPA Asset Management LLC
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OMNI 360 Wealth, Inc.
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Mariner, LLC
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Redwood Park Advisors LLC
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Ambassador Advisors, LLC
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Graver Capital Management, LLC
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Total Wealth Planning, Llc
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Shira Ridge Wealth Management
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Compass Financial Group, INC/SD
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Axis Wealth Partners, LLC
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GWM Advisors LLC
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Hemington Wealth Management
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Werba Rubin Papier Wealth Management
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Longview Financial Advisors, Inc.
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Financial Engines Advisors L.L.C.
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Harbour Investments, Inc.
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Modera Wealth Management, LLC
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Essential Planning, LLC.
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JPL Wealth Management, LLC
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Hanover Advisors Inc
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Stratos Wealth Partners, LTD.
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Rialto Wealth Management, LLC
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Aptus Capital Advisors, LLC
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Sensible Financial Planning & Management, LLC.
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UNIVEST FINANCIAL Corp
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Integrity Wealth Solutions LLC
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American Investment Services, Inc.
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Stonehearth Capital Management, LLC
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K2 Financial Inc.
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C M Bidwell & Associates Ltd
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Synovus Financial Corp
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Avantax Advisory Services, Inc.
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Live Oak Private Wealth LLC
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Guardian Wealth Advisors, Llc / Nc
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Berger Financial Group, Inc
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One Capital Management, LLC
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Five Oceans Advisors
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Jacobi Capital Management LLC
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Capstone Wealth Management, LLC
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First National Bank Sioux Falls
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Thrivent Financial For Lutherans
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NewEdge Wealth, LLC
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Ameritas Advisory Services, LLC
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HighTower Advisors, LLC
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LRI Investments, LLC
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Grunden Financial Advisory, Inc.
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Wealth Architects, LLC
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Martin Worley Group
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Burney Co/
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Atlas Capital Advisors Llc
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Alpine Bank Wealth Management
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DBK Financial Counsel, LLC
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PBMares Wealth Management LLC
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BKA Wealth Consulting, Inc.
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Eldridge Investment Advisors, Inc.
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Vestia Personal Wealth Advisors
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Emprise Bank
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Creative Financial Designs Inc /adv
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Annandale Capital, LLC
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Private Wealth Asset Management, LLC
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Maseco Llp
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CIBC Private Wealth Group, LLC
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Mission Wealth Management, Lp
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Archvest Wealth Advisors, Inc.
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Aqr Capital Management Llc
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Prudent Man Investment Management, Inc.
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Breakwater Capital Group
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Advisor Group Holdings, Inc.
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CoreCap Advisors, LLC
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O'shaughnessy Asset Management, Llc
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Sittner & Nelson, Llc
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Crescent Grove Advisors, LLC
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Exencial Wealth Advisors, Llc
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Qube Research & Technologies Ltd
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Anfield Capital Management, LLC
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Concord Wealth Partners
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Trust Co Of Virginia /va
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Royal Bank Of Canada
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Sequoia Financial Advisors, LLC
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Krilogy Financial LLC
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Assetmark, Inc
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Wiley Bros.-aintree Capital, Llc
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Brighton Jones Llc
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Great Valley Advisor Group, Inc.
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Tiaa Trust, National Association
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Roundview Capital LLC
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CFS Investment Advisory Services, LLC
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Financial Connections Group, Inc.
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Okabena Investment Services Inc
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Apella Capital, LLC
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Merit Financial Group, LLC
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Tranquility Partners, LLC
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Rehmann Capital Advisory Group
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SILVER OAK SECURITIES, Inc
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Vestment Financial LLC
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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Betterment LLC
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Cwm, Llc
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Sprinkle Financial Consultants LLC
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Rs Crum Inc.
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Cerity Partners LLC
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RBF Capital, LLC
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Satovsky Asset Management Llc
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Zrc Wealth Management, Llc
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L.K. Benson & Company, P.C.
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Balance Wealth, LLC
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XY Planning Network, Inc.
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Beckerman Institutional, LLC
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Raymond James Financial Inc
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ENDW - EA Series Trust - Cambria Endowment Style ETF
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Swf Llc
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Wealthspan Partners, Llc
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Sollinda Capital Management LLC
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Dunhill Financial, LLC
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BluePointe Capital Management, LLC
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Mercer Global Advisors Inc /adv
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Private Advisor Group, LLC
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Elser Financial Planning, Inc
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Apollon Wealth Management, LLC
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Gladstone Institutional Advisory LLC
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Walter & Keenan Financial Consulting Co /mi/ /adv
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RVW Wealth, LLC
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Bank Of America Corp /de/
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CI Private Wealth, LLC
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R. W. Roge & Company, Inc.
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
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Prospera Financial Services Inc
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AlTi Global, Inc.
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SRS Capital Advisors, Inc.
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Bannerman Wealth Management Group, Llc
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Seneschal Advisors, LLC
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Wealthstream Advisors, Inc.
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Seed Wealth Management, Inc.
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AssuredPartners Investment Advisors, LLC
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Skopos Labs, Inc.
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Heritage Financial Services, LLC
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Brown Advisory Inc
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Advantage Trust Co
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Cloud Capital Management, LLC
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Capital Investment Advisory Services, LLC
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Eastover Investment Advisors LLC
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Porter White Investment Advisors, Inc.
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Creative Planning
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DiNuzzo Private Wealth, Inc.
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GeoWealth Management, LLC
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Aegis Wealth Management LLC
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Two West Capital Advisors LLC
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Olistico Wealth, LLC
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Spinnaker Investment Group, LLC
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Optima Capital Llc
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Hutchinson Capital Management/ca
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UBS Group AG
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Oak Harbor Wealth Partners, Llc
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Eaton-Cambridge Inc.
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Buckingham Strategic Partners
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Quantum Financial Advisors, LLC
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Financial Alternatives, Inc
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Archer Investment Management, LLC
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National Bank Of Canada /fi/
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Level Wealth Management LLC
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Pettinga Financial Advisors, LLC
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Awm Capital, Llc
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VSM Wealth Advisory, LLC
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Mutual Advisors, LLC
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CarsonAllaria Wealth Management, Ltd.
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IFG Advisory, LLC
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Monticello Wealth Management, Llc
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Harbor Asset Planning, Inc.
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RAM Investment Partners, LLC
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Allegiance Financial Group Advisory Services LLC
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Greenspring Advisors, LLC
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Jane Street Group, Llc
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Cetera Investment Advisers
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Stewardship Advisors, LLC
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Cardinal Point Capital Management, ULC
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Kraft Asset Management, Llc
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Aquire Wealth Advisors, LLC
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Darden Wealth Group Inc
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CVA Family Office, LLC
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SJS Investment Consulting Inc.
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Pinney & Scofield, Inc.
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Monograph Wealth Advisors, Llc
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Fundamentun, Llc
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Premier Path Wealth Partners, LLC
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Longview Financial Advisors LLC
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Sax Wealth Advisors, Llc
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Kovitz Investment Group Partners, LLC
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Morgan Stanley
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Wealthspire Advisors, LLC
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Mml Investors Services, Llc
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Ashton Thomas Private Wealth, LLC
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Plancorp, LLC
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Evermay Wealth Management Llc
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Colony Group, LLC
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Marquette Asset Management, LLC
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Axxcess Wealth Management, Llc
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Meritas Wealth Management, LLC
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Wealth Preservation Advisors, LLC
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Willow Creek Wealth Management Inc.
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Vantage Point Financial LLC
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Washington Trust Advisors, Inc.
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Legacy Capital Wealth Partners, LLC
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GPS Wealth Strategies Group, LLC
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Tilia Fiduciary Partners, Inc.
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Park Avenue Securities Llc
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Integrated Wealth Concepts LLC
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Diversified Portfolios, Inc.
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Michael A. Dubis Financial Planning, LLC
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Pacific Asset Management, LLC
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Thoroughbred Financial Services, Llc
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Ronald Blue Trust, Inc.
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Fonville Wealth Management LLC
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Hartland & Co., LLC
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UMA Financial Services, Inc.
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Northwestern Mutual Wealth Management Co
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Quarry Hill Advisors, Llc
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Invst, LLC
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Brogan Financial, Inc.
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Valley National Advisers Inc
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Flow Traders U.s. Llc
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Mpwm Advisory Solutions, Llc
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MAI Capital Management
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Steward Partners Investment Advisory, Llc
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Liberty Wealth Management Llc
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G2 Capital Management, Llc / Oh
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Main Street Financial Solutions, LLC
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B&D White Capital Company, LLC
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Keb Asset Management, Llc
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Mustard Seed Financial, LLC
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Ballentine Capital Advisors, Inc
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Oak Wealth Advisors LLC
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Baker Ellis Asset Management LLC
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Gwn Securities Inc.
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SYM FINANCIAL Corp
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SwitchPoint Financial Planning, LLC
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Tassel Capital Management, Inc.
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Life Planning Partners, Inc
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Cahill Wealth Management, LLC
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Pnc Financial Services Group, Inc.
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First National Bank Of Omaha
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Waterfront Wealth Inc.
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Parkshore Wealth Management, Inc.
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Fairscale Capital, LLC
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Level Four Advisory Services, Llc
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Mraz, Amerine & Associates, Inc.
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Financial Symmetry Inc
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Rather & Kittrell, Inc.
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D.a. Davidson & Co.
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Orion Portfolio Solutions, LLC
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Note Advisors, LLC
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Evanson Asset Management, LLC
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Second Half Financial Partners, LLC
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Resources Investment Advisors, LLC.
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Morris Financial Concepts, Inc.
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Barrett & Company, Inc.
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Howe & Rusling Inc
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Robinson Smith Wealth Advisors Llc
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Rappaport Reiches Capital Management, LLC
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Kings Path Partners LLC
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Envestnet Asset Management Inc
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Monument Group Wealth Advisors, LLC
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Optivise Advisory Services LLC
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Semitam Bonam Llc
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Disciplined Investors, L.L.C.
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Pinnacle Wealth Management Advisory Group, LLC
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Investmark Advisory Group LLC
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Dynamic Advisor Solutions LLC
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Savvy Advisors, Inc.
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Kure Advisory, LLC
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Baker Boyer National Bank
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Evoke Wealth, Llc
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Apollon Financial, LLC
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Syverson Strege & Co
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Smithfield Trust Co
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Hantz Financial Services, Inc.
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Signature Resources Capital Management, LLC
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Baird Financial Group, Inc.
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Global Retirement Partners, LLC
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Forza Wealth Management, LLC
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Hazlett, Burt & Watson, Inc.
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City State Bank
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Oceanside Advisors LLC
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Jackson Thornton Asset Management, Llc
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Spire Wealth Management
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Pinnacle Associates Ltd
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Sterling Financial Group, Inc.
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Midwest Heritage Bank, FSB
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Cascade Wealth Advisors, Inc
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Cambridge Investment Research Advisors, Inc.
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Smartleaf Asset Management LLC
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Riverchase Wealth Management, Llc
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Heritage Wealth Management, Inc. /CA/
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Promus Capital, LLC
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ArborFi Advisors, LLC
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Garrett Investment Advisors LLC
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Nbc Securities, Inc.
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Vestor Capital, Llc
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Well Done, LLC
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Fermata Advisors, LLC
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Accredited Wealth Management, LLC
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Susquehanna International Group, Llp
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