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Kings Path Partners LLC
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Wealthstream Advisors, Inc.
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Mariner, LLC
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Mpwm Advisory Solutions, Llc
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Triune Financial Partners, LLC
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AdvisorNet Financial, Inc
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Orion Portfolio Solutions, LLC
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SYM FINANCIAL Corp
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CWS Financial Advisors, LLC
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Krilogy Financial LLC
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American Investment Services, Inc.
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Chicago Partners Investment Group LLC
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Congress Wealth Management LLC / DE /
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Essex Financial Services, Inc.
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Buckingham Strategic Partners
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Maseco Llp
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Milestone Asset Management Group, LLC
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ARS Wealth Advisors Group, LLC
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180 Wealth Advisors, Llc
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JustInvest LLC
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Evoke Wealth, Llc
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ELCO Management Co., LLC
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Strathmore Capital Advisors, Inc.
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Beckerman Institutional, LLC
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Transcend Wealth Collective, Llc
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Keb Asset Management, Llc
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Seneschal Advisors, LLC
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UBS Group AG
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Renaissance Technologies Llc
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Cowa, Llc
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Gwn Securities Inc.
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Melfa Wealth Management, Llc
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Spurstone Advisory Services, LLC
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Cerity Partners LLC
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Bank Of America Corp /de/
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Willow Creek Wealth Management Inc.
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Promus Capital, LLC
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True Wealth Design, LLC
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Pine Harbor Wealth Management, LLC
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Kraft Asset Management, Llc
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Morton Capital Management LLC/CA
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Oceanside Advisors LLC
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Zrc Wealth Management, Llc
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Schwarz Dygos Wheeler Investment Advisors Llc
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Valued Wealth Advisors LLC
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Total Wealth Planning, Llc
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Cypress Point Wealth Management, LLC
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Spectrum Investment Advisors, Inc.
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Cahill Wealth Management, LLC
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Colony Group, LLC
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Ascent Group, LLC
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Tortoise Investment Management, LLC
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Change Path, LLC
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Prudent Man Investment Management, Inc.
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AlTi Global, Inc.
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Keystone Financial Group, Inc.
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Kestra Private Wealth Services, Llc
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Pathstone Holdings, LLC
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SRS Capital Advisors, Inc.
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Park Avenue Securities Llc
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Kilter Group LLC
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Greenspring Advisors, LLC
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First National Bank Sioux Falls
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Balance Wealth, LLC
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Eldridge Investment Advisors, Inc.
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Fonville Wealth Management LLC
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FCG Investment Co
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Bank Of Montreal /can/
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Investment Advisory Group, LLC
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ACT Advisors, LLC.
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Financial Engines Advisors L.L.C.
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AlphaCore Capital LLC
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Pure Financial Advisors, Inc.
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Sollinda Capital Management LLC
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Dodds Wealth, LLC
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Sequoia Financial Advisors, LLC
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Navigoe, LLC
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LPL Financial LLC
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D.a. Davidson & Co.
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Live Oak Private Wealth LLC
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Fiduciary Financial Group, Llc
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Fort Vancouver Investment Management, LLC
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Jacobi Capital Management LLC
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Heritage Wealth Management, Inc./Texas
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Abacus Planning Group, Inc.
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Austin Wealth Management, LLC
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Note Advisors, LLC
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Summit Wealth Group Llc / Co
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UMA Financial Services, Inc.
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Aspect Partners, LLC
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Clune & Associates, Ltd.
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Highland Financial Advisors, LLC
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Riverchase Wealth Management, Llc
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Comerica Bank
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Warburton Capital Management, LLC
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Root Financial Partners, LLC
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HMV Wealth Advisors, LLC
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Axxcess Wealth Management, Llc
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Sprinkle Financial Consultants LLC
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Betterment LLC
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RVW Wealth, LLC
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Delap Wealth Advisory, Llc
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Kestra Advisory Services, LLC
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Asset Dedication, LLC
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Keel Point, LLC
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Farther Finance Advisors, LLC
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Qube Research & Technologies Ltd
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Compass Advisory Group LLC
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Ethos Financial Group, LLC
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Intrepid Financial Planning Group LLC
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First Citizens Bank & Trust Co
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Marshall Financial Group LLC
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CENTRAL TRUST Co
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Advisory Services Network, LLC
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Aegis Wealth Management LLC
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GWM Advisors LLC
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Baron Silver Stevens Financial Advisors, Llc
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Hardy Reed LLC
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Cullen/frost Bankers, Inc.
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Beacon Pointe Advisors, LLC
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Financial Connections Group, Inc.
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MAI Capital Management
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Wedmont Private Capital
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Phillips Financial Management, Llc
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Brookstone Capital Management
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LRI Investments, LLC
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Hurley Capital, LLC
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Federation des caisses Desjardins du Quebec
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Blankinship & Foster, LLC
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Exchange Traded Concepts, Llc
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Elevate Wealth Advisory, Inc
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Northwest Wealth Management, Llc
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Rockbridge Investment Management, LCC
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Huntleigh Advisors, Inc.
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Chico Wealth RIA
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Fundamentun, Llc
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Two West Capital Advisors LLC
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Fmb Wealth Management
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Olistico Wealth, LLC
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Sax Wealth Advisors, Llc
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Assetmark, Inc
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Emprise Bank
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G2 Capital Management, Llc / Oh
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Prodigy Asset Management LLC
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OneAscent Financial Services LLC
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Quadcap Wealth Management, LLC
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Lionshead Wealth Management, LLC
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Optima Capital Llc
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Apollon Wealth Management, LLC
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Midwest Trust Co
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Pacific Asset Management, LLC
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Mattern Wealth Management LLC
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Ronald Blue Trust, Inc.
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Kennedy Investment Group
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Heritage Investment Group, Inc.
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Cascade Wealth Advisors, Inc
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New Dimensions Wealth Management, LLC
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Entrewealth, Llc
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Shira Ridge Wealth Management
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Essential Planning, LLC.
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Fmr Llc
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Berger Financial Group, Inc
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Catalyst Private Wealth, Llc
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Ieq Capital, Llc
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Pensionmark Financial Group, Llc
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Aqr Capital Management Llc
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Capstone Financial Advisors, Inc.
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Private Advisor Group, LLC
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Physician Wealth Solutions Inc.
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Vermillion Wealth Management, Inc.
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Peirce Capital Management, LLC
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Vantage Point Financial LLC
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Royal Bank Of Canada
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Elser Financial Planning, Inc
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BKD Wealth Advisors, LLC
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Kooman & Associates
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Jackson Thornton Asset Management, Llc
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Mosaic Family Wealth Partners, Llc
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Waypoint Wealth Partners Inc.
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Barrett & Company, Inc.
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Ruedi Wealth Management, Inc.
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Ark & Tlk Investments, Llc
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Level Wealth Management LLC
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Cambridge Investment Research Advisors, Inc.
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Two Sigma Investments, Lp
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We Are One Seven, LLC
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Hemington Wealth Management
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Creative Capital Management Investments LLC
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Stratos Wealth Partners, LTD.
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Blodgett Wealth Advisors, Llc
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Rialto Wealth Management, LLC
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Patriot Financial Group Insurance Agency, LLC
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Allworth Financial LP
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Rather & Kittrell, Inc.
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Oak Wealth Advisors LLC
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Quarry Hill Advisors, Llc
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Raymond James Financial Inc
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Garrett Investment Advisors LLC
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Cypress Wealth Services, LLC
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Magnolia Capital Advisors Llc
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Cwm, Llc
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Savvy Advisors, Inc.
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Bayshore Asset Management, Llc
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Liberty Capital Management, Inc.
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Merit Financial Group, LLC
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Bcm Advisors, Llc
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Seamount Financial Group Inc
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Foster & Motley Inc
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Global Retirement Partners, LLC
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SC&H Financial Advisors, Inc.
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Strategic Investment Solutions, Inc. /IL
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Martin Worley Group
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Dynamic Advisor Solutions LLC
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Family Office Research LLC
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Lodestone Wealth Management LLC
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Wealth Enhancement Advisory Services, Llc
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Meritas Wealth Management, LLC
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Baird Financial Group, Inc.
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FourThought Financial Partners, LLC
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Morling Financial Advisors, LLC
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Syverson Strege & Co
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Wescott Financial Advisory Group, LLC
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Concurrent Investment Advisors, LLC
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Canopy Partners, LLC
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Advisor Group Holdings, Inc.
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Wealth Advisors Northwest LLC
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Citigroup Inc
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Envision Financial Planning, LLC
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Mission Wealth Management, Lp
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Mml Investors Services, Llc
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Principal Securities, Inc.
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Invst, LLC
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Ameritas Advisory Services, LLC
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Sterling Wealth Advisors Inc
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Orion Capital Management LLC
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Dixon Fnancial Services, Inc.
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Forthright Family Wealth Advisory LLC
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SageOak Financial, LLC
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Summit Financial Wealth Advisors, LLC
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Rehmann Capital Advisory Group
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Solutions 4 Wealth, Ltd
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Retirement Solution Inc.
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O'shaughnessy Asset Management, Llc
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Aquire Wealth Advisors, LLC
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Vestia Personal Wealth Advisors
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Sincerus Advisory, LLC
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Quad-Cities Investment Group, LLC
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Cetera Investment Advisers
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Lauer Wealth, LLC
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Heritage Wealth Management, Inc. /CA/
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Acorn Wealth Advisors, LLC
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Dopkins Wealth Management, Llc
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Lauterbach Financial Advisors, LLC
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AE Wealth Management LLC
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Capital Performance Advisors Llp
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WPWealth LLP
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Core Wealth Management, Inc.
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Ancora Advisors, LLC
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Fortitude Family Office, LLC
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Mather Group, Llc.
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Signaturefd, Llc
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Shearwater Capital LLC
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Total Clarity Wealth Management, Inc.
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Smartleaf Asset Management LLC
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Arlington Trust Co LLC
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Nemes Rush Group LLC
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Pinnacle Financial Group, LLC / IL
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Parallel Advisors, LLC
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Wells Fargo & Company/mn
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Yoder Wealth Management, Inc.
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Stewardship Advisors, LLC
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Perigon Wealth Management, LLC
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Helen Stephens Group, LLC
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U.S. Capital Wealth Advisors, LLC
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Tassel Capital Management, Inc.
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Warren Averett Asset Management, LLC
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Citadel Advisors Llc
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Kure Advisory, LLC
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Legacy Financial Group, Inc.
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Retirement Guys Formula Llc
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Claris Advisors, Llc / Mo /
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Rockefeller Capital Management L.P.
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Parkwoods Wealth Partners, LLC
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Captrust Financial Advisors
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Salem Investment Counselors Inc
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Heirloom Wealth Management
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Ledgewood Wealth Advisors, LLC
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Gould Asset Management Llc /ca/
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Zhang Financial LLC
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Evanson Asset Management, LLC
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Tranquility Partners, LLC
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Eq Wealth Advisors, Llc
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Pioneer Wealth Management Group
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EP Wealth Advisors, Inc.
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Financial Alternatives, Inc
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Cary Street Partners Financial Llc
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DecisionPoint Financial, LLC
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Timonier Family Office, LTD.
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Ullmann Financial Group, Inc.
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SpringVest Wealth Management LLC
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SwitchPoint Financial Planning, LLC
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Capstone Wealth Management, LLC
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Atria Wealth Solutions, Inc.
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Joel Isaacson & Co., LLC
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Harbour Investments, Inc.
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Robinson Smith Wealth Advisors Llc
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Patten & Patten Inc/tn
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Bridgewater Advisors Inc.
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Eclectic Associates Inc /adv
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Bay Harbor Wealth Management, LLC
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Sageworth Trust Co
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Colony Family Offices, LLC
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Triad Wealth Partners, LLC
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Transce3nd, LLC
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NorthRock Partners, LLC
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Longview Financial Advisors LLC
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BRYN MAWR TRUST Co
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Herold Advisors, Inc.
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Warwick Investment Management, Inc.
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TD Waterhouse Canada Inc.
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Awm Capital, Llc
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RCS Financial Planning, LLC
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Legacy Capital Wealth Partners, LLC
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My Personal CFO, LLC
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CI Private Wealth, LLC
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Wealthfront Advisers Llc
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Lam Group, Inc.
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Grand Wealth Management, Llc
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Forum Financial Management, LP
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Great Point Wealth Advisors, LLC
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Morgan Stanley
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City State Bank
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Annandale Capital, LLC
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Graves-Light Private Wealth Management, Inc.
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Washington Trust Advisors, Inc.
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Security Financial Services, INC.
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Semitam Bonam Llc
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Squire Investment Management Company, LLC
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ERn Financial, LLC
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Red Lighthouse Investment Management, Llc
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Glass Jacobson Investment Advisors llc
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Capital A Wealth Management, LLC
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Bay Capital Advisors, LLC
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Clarity Capital Advisors, LLC
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Curio Wealth, Llc
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West Financial Advisors, LLC
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TCI Wealth Advisors, Inc.
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Concord Asset Management, LLC/VA
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Hill Investment Group Partners, LLC
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Rockwood Wealth Management, LLC
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Wealth Preservation Advisors, LLC
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IFP Advisors, Inc
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Northwestern Mutual Wealth Management Co
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RHS Financial, LLC
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Auxano Advisors, LLC
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Cherrydale Wealth Management, Llc
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JDH Wealth Management, LLC
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Morris Financial Concepts, Inc.
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Beacon Financial Advisory LLC
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Golden State Equity Partners
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GEM Asset Management, LLC
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PBMares Wealth Management LLC
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Cardinal Point Capital Management, ULC
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USAdvisors Wealth Management, LLC
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Meridian Wealth Partners, LLC
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Modera Wealth Management, LLC
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Jpmorgan Chase & Co
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Commonwealth Equity Services, Llc
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Susquehanna International Group, Llp
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Diversified Portfolios, Inc.
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CFS Investment Advisory Services, LLC
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Csenge Advisory Group
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Hill Island Financial Llc
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Spinnaker Investment Group, LLC
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Main Street Financial Solutions, LLC
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First Financial Group Corp
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RFG Advisory, LLC
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Maryland Capital Advisors Inc.
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Momentous Wealth Management, Inc.
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Mark Sheptoff Financial Planning, Llc
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VSM Wealth Advisory, LLC
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HB Wealth Management, LLC
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Builder Investment Group Inc /adv
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Quantum Financial Advisors, LLC
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LongView Asset Management LLC
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CVA Family Office, LLC
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Exeter Financial, LLC
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M Wealth Management, LLC
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Financial Harvest, LLC
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Us Bancorp \de\
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Vermillion & White Wealth Management Group, LLC
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Binnacle Investments Inc
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Evolution Advisers, Inc.
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Moisand Fitzgerald Tamayo, LLC
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Brighton Jones Llc
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Porter White Investment Advisors, Inc.
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North Capital, Inc.
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Lakeridge Wealth Management LLC
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HighTower Advisors, LLC
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Parsons Capital Management Inc/ri
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Pinney & Scofield, Inc.
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Rossby Financial, LCC
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Sowell Financial Services LLC
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Andrews, Lucia Wealth Management Llc
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VeraBank, N.A.
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Montis Financial, LLC
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Liberty Wealth Management Llc
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FinDec Wealth Services, Inc.
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Michael A. Dubis Financial Planning, LLC
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Market Street Wealth Management Advisors Llc
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Wealthspire Advisors, LLC
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Sigma Planning Corp
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Hutchinson Capital Management/ca
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tru Independence LLC
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BOS Asset Management, LLC
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Blue Oak Capital, LLC
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Stifel Financial Corp
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HTG Investment Advisors, Inc.
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Index Fund Advisors, Inc.
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Waterfront Wealth Inc.
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Cornerstone Wealth Management, LLC
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Investmark Advisory Group LLC
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AssuredPartners Investment Advisors, LLC
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Rappaport Reiches Capital Management, LLC
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Exencial Wealth Advisors, Llc
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M Holdings Securities, Inc.
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Allodium Investment Consultants, LLC
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Stadion Money Management, LLC
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XY Planning Network, Inc.
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Alpha Financial Advisors, LLC
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CPA Asset Management LLC
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Sterling Financial Group, Inc.
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Vertex Planning Partners, LLC
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Glassman Wealth Services
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Abel Hall, LLC
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Geneos Wealth Management Inc.
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Capital Investment Advisory Services, LLC
|
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|
Prospera Financial Services Inc
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Titleist Asset Management, Llc
|
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Weinberger Asset Management, Inc
|
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|
Cahill Financial Advisors Inc
|
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|
Mercer Global Advisors Inc /adv
|
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|
Arista Wealth Management, LLC
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|
Signature Resources Capital Management, LLC
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|
Forum Private Client Group LLC
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|
Steward Partners Investment Advisory, Llc
|
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|
Creative Planning
|
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|
Sound Income Strategies, LLC
|
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|
Cardiff Park Advisors, Llc
|
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|
Werba Rubin Papier Wealth Management
|
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|
Woodside Wealth Management LLC
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|
Apollon Financial, LLC
|
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|
Pillar Financial Advisors, LLC
|
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|
Kaufman Rossin Wealth, LLC
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|
Gordian Advisors LLC
|
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|
Envestnet Portfolio Solutions, Inc.
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|
L.K. Benson & Company, P.C.
|
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|
Versant Capital Management, Inc
|
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|
Private Wealth Management Group, LLC
|
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|
Cooper Financial Group
|
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Private Trust Co Na
|
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|
Truist Financial Corp
|
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|
Coppell Advisory Solutions LLC
|
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|
Resources Investment Advisors, LLC.
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Jfs Wealth Advisors, Llc
|
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Centennial Bank/AR/
|
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Freedom Financial Partners LLC
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Northern Trust Corp
|
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|
Foundations Investment Advisors, LLC
|
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Envestnet Asset Management Inc
|
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|
Concord Wealth Partners
|
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|
VanderPol Investments L.L.C.
|
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|
Advisory Alpha, LLC
|
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|
WMG Financial Advisors, LLC
|
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|
Yardley Wealth Management LLC
|
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|
Rsm Us Wealth Management Llc
|
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|
Axis Wealth Partners, LLC
|
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|
C M Bidwell & Associates Ltd
|
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|
HFG Wealth Management, LLC
|
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|
Allegiance Financial Group Advisory Services LLC
|
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|
Parkshore Wealth Management, Inc.
|
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|
Firethorn Wealth Partners, Llc
|
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|
Atlas Capital Advisors Llc
|
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|
Brinker Capital Investments, LLC
|
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|
Plancorp, LLC
|
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|
Verisail Partners, LLC
|
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|
Tableaux Llc
|
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|
|
Savant Capital, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
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|
|
Financial Symmetry Inc
|
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|
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|
|
Hiley Hunt Wealth Management
|
|
|
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|
Kovitz Investment Group Partners, LLC
|
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|
Tanglewood Legacy Advisors, LLC
|
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|
SOL Capital Management CO
|
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|
|
Apella Capital, LLC
|
|
|
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|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
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|
|
Shore Point Advisors, LLC
|
|
|
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|
|
TCP Asset Management, LLC
|
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|
Facet Wealth, Inc.
|
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Altiora Financial Group, LLC
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|
