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Cravens & Co Advisors, LLC
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American Investment Services, Inc.
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Putnam Fl Investment Management Co
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Abacus Planning Group, Inc.
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Kaufman Rossin Wealth, LLC
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Strengthening Families & Communities, LLC
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Pinnacle Financial Group, LLC / IL
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Signature Resources Capital Management, LLC
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Savant Capital, LLC
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VanderPol Investments L.L.C.
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Brown Advisory Inc
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Trust Co of the South
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CogentBlue Wealth Advisors, LLC
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SageOak Financial, LLC
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Meritas Wealth Management, LLC
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von Borstel & Associates, Inc.
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Signet Financial Management, Llc
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Axxcess Wealth Management, Llc
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REAP Financial Group, LLC
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Grunden Financial Advisory, Inc.
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Change Path, LLC
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Legacy Financial Group, Inc.
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Private Wealth Management Group, LLC
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Ridgeline Wealth, LLC
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Red Lighthouse Investment Management, Llc
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Sterling Wealth Advisors Inc
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Jpmorgan Chase & Co
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Quad-Cities Investment Group, LLC
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New Dimensions Wealth Management, LLC
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Integrity Financial Corp /WA
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Financial Symmetry Inc
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Private Advisor Group, LLC
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Envestnet Asset Management Inc
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Johnson Investment Counsel Inc
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Lifeworks Advisors, LLC
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Oceanside Advisors LLC
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Planning Center, Inc.
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GeoWealth Management, LLC
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Heritage Financial Services, LLC
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Citizens & Northern Corp
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Equita Financial Network, Inc.
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SOL Capital Management CO
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Thrivent Financial For Lutherans
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Plancorp, LLC
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Helen Stephens Group, LLC
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SYM FINANCIAL Corp
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Vantage Point Financial LLC
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Arcadia Wealth Management, Inc.
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Patriot Financial Group Insurance Agency, LLC
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First Command Advisory Services, Inc.
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Evermay Wealth Management Llc
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Sensible Money, LLC
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Porter White Investment Advisors, Inc.
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Buckingham Strategic Partners
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IFP Advisors, Inc
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HMV Wealth Advisors, LLC
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Liberty Capital Management, Inc.
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Rialto Wealth Management, LLC
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Legacy Capital Wealth Partners, LLC
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Integrated Wealth Concepts LLC
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BCO Wealth Management LLC
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Equitable Holdings, Inc.
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CFS Investment Advisory Services, LLC
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Kathleen S. Wright Associates Inc.
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Mariner, LLC
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Ronald Blue Trust, Inc.
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SageView Advisory Group, LLC
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RW Investment Management LLC
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Modern Wealth Management, LLC
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Morling Financial Advisors, LLC
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Austin Asset Management Co Inc
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Fundamentun, Llc
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Breakwater Capital Group
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Seven Mile Advisory
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Tcfg Wealth Management, Llc
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Fortitude Family Office, LLC
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Wealthspire Advisors, LLC
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Clarity Wealth Development LLC
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MAI Capital Management
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JGP Wealth Management, LLC
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Wealthcare Advisory Partners LLC
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Essential Planning, LLC.
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EP Wealth Advisors, Inc.
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Gemmer Asset Management LLC
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GEM Asset Management, LLC
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Warburton Capital Management, LLC
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Sowell Financial Services LLC
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Optimum Investment Advisors
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Brinker Capital Investments, LLC
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Emprise Bank
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Scratch Capital Llc
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Resources Investment Advisors, LLC.
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Aegis Wealth Management LLC
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Truist Financial Corp
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Watchman Group, Inc.
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Prospect Financial Group LLC
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LPL Financial LLC
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Colony Group, LLC
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Cascade Financial Partners, LLC
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Citigroup Inc
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Austin Wealth Management, LLC
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RB Capital Management, LLC
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OneAscent Family Office, LLC
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Congress Wealth Management LLC / DE /
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Gradient Capital Advisors, LLC
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Peterson Wealth Advisors, LLC
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Gordian Advisors LLC
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Altiora Financial Group, LLC
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W.H. Cornerstone Investments Inc.
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Chicago Partners Investment Group LLC
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Northwest Wealth Management, Llc
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Integris Wealth Management, LLC
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Millstone Evans Group, LLC
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HighTower Advisors, LLC
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Tableaux Llc
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Kestra Advisory Services, LLC
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Wealthstream Advisors, Inc.
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Werba Rubin Papier Wealth Management
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Blume Capital Management, Inc.
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Copperleaf Capital, LLC
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Vannoy Advisory Group, Inc.
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Envestnet Portfolio Solutions, Inc.
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Hoxton Planning & Management, LLC
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Fmr Llc
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Strategic Blueprint, LLC
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Cwm, Llc
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Financial Engines Advisors L.L.C.
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Hiley Hunt Wealth Management
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Guardian Wealth Advisors, Llc / Nc
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Family Wealth Partners, Llc
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Abel Hall, LLC
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Wealth Enhancement Advisory Services, Llc
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Parcion Private Wealth LLC
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JMG Financial Group, Ltd.
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Grand Wealth Management, Llc
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DFAW - Dimensional ETF Trust - Dimensional World Equity ETF
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Aspect Partners, LLC
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Modera Wealth Management, LLC
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Miramar Fiduciary Corp
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USAdvisors Wealth Management, LLC
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HBK Sorce Advisory LLC
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Your Advocates Ltd., LLP
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Parkside Financial Bank & Trust
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Old Mission Capital Llc
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Pinnacle Bancorp, Inc.
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LifeGuide Financial Advisors, LLC
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Client 1st Advisory Group, Llc
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Foundation Wealth Management, LLC\PA
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Waterfront Wealth Inc.
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Kraft Asset Management, Llc
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Creative Planning
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JNBA Financial Advisors
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Wealth Advisors Northwest LLC
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Maseco Llp
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Rather & Kittrell, Inc.
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PBMares Wealth Management LLC
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Vestment Financial LLC
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Claris Advisors, Llc / Mo /
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Cresset Asset Management, LLC
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Harbour Investments, Inc.
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Rehmann Capital Advisory Group
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HB Wealth Management, LLC
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Midwest Trust Co
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Maryland Capital Advisors Inc.
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McGrath & Associates, Inc.
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Commonwealth Equity Services, Llc
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Family Office Research LLC
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Leonard Rickey Investment Advisors P.L.L.C.
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Hutchens & Kramer Investment Management Group, LLC
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Wells Fargo & Company/mn
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Passive Capital Management, LLC.
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Guardian Partners Inc.
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Vestia Personal Wealth Advisors
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Entrewealth, Llc
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EnRich Financial Partners LLC
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Hemington Wealth Management
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Chico Wealth RIA
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Shore Point Advisors, LLC
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Cahill Wealth Management, LLC
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Waypoint Wealth Partners Inc.
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Bank Of America Corp /de/
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Pure Financial Advisors, Inc.
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Northwestern Mutual Wealth Management Co
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Riverchase Wealth Management, Llc
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O'Connor Financial Group LLC
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Jfs Wealth Advisors, Llc
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Evanson Asset Management, LLC
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Studio Investment Management Llc
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Pinney & Scofield, Inc.
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Lion Street Advisors, LLC
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Core Wealth Management, Inc.
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Syverson Strege & Co
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CAPROCK Group, Inc.
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Disciplined Equity Management, Inc.
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Heritage Investment Group, Inc.
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DiNuzzo Private Wealth, Inc.
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Keystone Financial Group, Inc.
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Enzi Wealth
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American Capital Advisory, LLC
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Straight Path Wealth Management
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Qube Research & Technologies Ltd
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Aspen Capital Management, LLC
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Jane Street Group, Llc
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Delap Wealth Advisory, Llc
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ShankerValleau Wealth Advisors, Inc.
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Evoke Wealth, Llc
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Truepoint, Inc.
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Total Wealth Planning, Llc
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Clear Creek Financial Management, LLC
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Renaissance Technologies Llc
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Peapack Gladstone Financial Corp
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Fmb Wealth Management
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Ruedi Wealth Management, Inc.
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Oakwell Private Wealth Management, LLC
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Firethorn Wealth Partners, Llc
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Stordahl Capital Management, Inc.
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SILVER OAK SECURITIES, Inc
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Avant Financial Advisors LLC
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EverSource Wealth Advisors, LLC
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Flagstone Financial Management
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Poinciana Advisors Group, Llc
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Schulz Wealth, LTD.
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Hartland & Co., LLC
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Parkwoods Wealth Partners, LLC
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Bridge Generations Wealth Management Llc
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SJS Investment Consulting Inc.
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Monograph Wealth Advisors, Llc
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Aptus Capital Advisors, LLC
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Cardiff Park Advisors, Llc
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Timonier Family Office, LTD.
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BCR Wealth Strategies, LLC
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Burk Holdings LLC
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Canvas Wealth Advisors, LLC
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C M Bidwell & Associates Ltd
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Blossom Wealth Management
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Tru Independence Asset Management 2, Llc
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Morton Brown Family Wealth, LLC
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Global Trust Asset Management, LLC
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Royal Bank Of Canada
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Hippocratic Financial Advisors, LLC
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U.S. Capital Wealth Advisors, LLC
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Austin Private Wealth, LLC
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Geometric Wealth Advisors
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CIBC Private Wealth Group, LLC
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Dynamic Advisor Solutions LLC
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Glass Jacobson Investment Advisors llc
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Daner Wealth Management, LLC
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Capstone Wealth Management, LLC
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Mustard Seed Financial, LLC
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Willow Creek Wealth Management Inc.
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Schoolcraft Capital LLC
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Astra Wealth Partners LLC
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Clune & Associates, Ltd.
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Mosaic Family Wealth Partners, Llc
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Northern Trust Corp
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Triad Wealth Partners, LLC
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MTM Investment Management, LLC
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Sageworth Trust Co of South Dakota
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Aurelius Family Office LLC
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Forum Financial Management, LP
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B&D White Capital Company, LLC
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First Financial Group Corp
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BKA Wealth Consulting, Inc.
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Nwam Llc
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True Wealth Design, LLC
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Verisail Partners, LLC
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Schubert & Co
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Ballentine Capital Advisors, Inc
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Aqr Capital Management Llc
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Silver Oak Wealth Advisors Services, Llc
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Transce3nd, LLC
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Symmetry Partners, LLC
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Disciplined Investments, LLC
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Morris Financial Concepts, Inc.
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Hill Investment Group Partners, LLC
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Ariadne Wealth Management, LP
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Capital Performance Advisors Llp
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Hassell Wealth Management, LLC
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Pillar Financial Advisors, LLC
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WealthCollab, LLC
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Great Valley Advisor Group, Inc.
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Ark & Tlk Investments, Llc
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North Ridge Wealth Advisors, Inc.
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Natixis Advisors, L.p.
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Lutz Financial Services LLC
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Longview Financial Advisors LLC
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AdvisorNet Financial, Inc
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United Wealth Management, LLC
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Shearwater Capital LLC
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Friday Financial
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Kooman & Associates
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Rockbridge Investment Management, LCC
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O'shaughnessy Asset Management, Llc
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Raymond James Financial Inc
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RFG Advisory, LLC
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Integrity Alliance, Llc.
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Farther Finance Advisors, LLC
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Gables Capital Management Inc.
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Mills Wealth Advisors LLC
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Merit Financial Group, LLC
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Cambridge Financial Group, LLC
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Kondo Wealth Advisors, Inc.
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Colonial Trust Co / SC
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Apella Capital, LLC
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Capstone Capital Wealth Advisors
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|
Keyvantage Wealth, Llc
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Klaas Financial Asset Advisors, LLC
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Seaside Wealth Management, Inc.
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Peirce Capital Management, LLC
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Exchange Traded Concepts, Llc
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Brighton Jones Llc
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Geneos Wealth Management Inc.
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Eaton-Cambridge Inc.
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Parallel Advisors, LLC
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Krilogy Financial LLC
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AssuredPartners Investment Advisors, LLC
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Applied Capital LLC
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Keb Asset Management, Llc
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Dopkins Wealth Management, Llc
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Beacon Pointe Advisors, LLC
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Comerica Bank
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Visionary Wealth Advisors
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SC&H Financial Advisors, Inc.
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Conrad Siegel Investment Advisors, Inc.
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Advisory Services Network, LLC
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Lodestone Wealth Management LLC
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UMA Financial Services, Inc.
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Tortoise Investment Management, LLC
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Mml Investors Services, Llc
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Wedmont Private Capital
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Five Oceans Advisors
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Henrickson Nauta Wealth Advisors, Inc.
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Rf&l Wealth Management, Llc
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Kennebec Savings Bank
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Vista Capital Partners, Inc.
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Andrews, Lucia Wealth Management Llc
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Savvy Advisors, Inc.
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Lauterbach Financial Advisors, LLC
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Hurlow Wealth Management Group, Inc.
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BCU Wealth Advisors, LLC
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Foster & Motley Inc
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Ashton Thomas Private Wealth, LLC
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VeraBank, N.A.
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Parkworth Wealth Management, Inc.
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Premier Financial Group
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Rockwood Wealth Management, LLC
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JDH Wealth Management, LLC
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SRS Capital Advisors, Inc.
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Tilson Financial Group, Inc.
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RCS Financial Planning, LLC
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CI Private Wealth, LLC
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GWM Advisors LLC
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NorthCrest Asset Manangement, LLC
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Tillman Hartley LLC
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Jackson Thornton Asset Management, Llc
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Cetera Investment Advisers
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Accurate Wealth Management, LLC
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Pacific Asset Management, LLC
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Beacon Financial Advisory LLC
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Sageworth Trust Co
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Smartleaf Asset Management LLC
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Signature Estate & Investment Advisors Llc
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Liberty Wealth Management Llc
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Advisor Group Holdings, Inc.
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Cambridge Investment Research Advisors, Inc.
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Mattern Wealth Management LLC
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Sprinkle Financial Consultants LLC
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Vestmark Advisory Solutions, Inc.
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AlphaCore Capital LLC
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Morgan Stanley
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Bayshore Asset Management, Llc
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Skopos Labs, Inc.
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Hurley Capital, LLC
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Allworth Financial LP
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Quarry Hill Advisors, Llc
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Root Financial Partners, LLC
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Brady Martz Wealth Solutions, LLC
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Lam Group, Inc.
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Greenspring Advisors, LLC
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Asset Dedication, LLC
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Zrc Wealth Management, Llc
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XY Planning Network, Inc.
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Keyes, Stange & Wooten Wealth Management, LLC
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TCI Wealth Advisors, Inc.
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Perigon Wealth Management, LLC
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Main Street Financial Solutions, LLC
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Strategic Financial Concepts, LLC
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Crewe Advisors LLC
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One Degree Advisors Inc
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Drucker Wealth 3.0, LLC
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Topsail Wealth Management, LLC
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Compass Ion Advisors, LLC
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Higgins & Schmidt Wealth Strategies LLC
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Naples Global Advisors, Llc
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Financial Alternatives, Inc
|
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25 Llc
|
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Mercer Global Advisors Inc /adv
|
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Leading Edge Financial Planning LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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DecisionPoint Financial, LLC
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Asset Planning Corporation
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Bank Of Montreal /can/
|
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DAVENPORT & Co LLC
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Rs Crum Inc.
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M Holdings Securities, Inc.
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Strathmore Capital Advisors, Inc.
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Squire Investment Management Company, LLC
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Citadel Advisors Llc
|
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Orion Portfolio Solutions, LLC
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|
Elser Financial Planning, Inc
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Strategent Financial, LLC
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SwitchPoint Financial Planning, LLC
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Financial Harvest, LLC
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Live Oak Private Wealth LLC
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AE Wealth Management LLC
|
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|
Apollon Wealth Management, LLC
|
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|
Bridgewater Advisors Inc.
|
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Bessemer Group Inc
|
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Betterment LLC
|
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|
Eqis Capital Management, Inc.
|
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Awm Capital, Llc
|
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Fiduciary Financial Group, Llc
|
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Evensky & Katz LLC
|
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|
Two West Capital Advisors LLC
|
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|
Kaye Capital Management
|
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|
Discipline Wealth Solutions, LLC
|
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|
Sequoia Financial Advisors, LLC
|
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|
Stone House Investment Management, LLC
|
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|
Phillips Financial Management, Llc
|
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|
BKD Wealth Advisors, LLC
|
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|
Bfsg, Llc
|
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|
HTG Investment Advisors, Inc.
|
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|
Versant Capital Management, Inc
|
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|
UBS Group AG
|
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|
|
Principal Securities, Inc.
|
|
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|
|
Pathstone Holdings, LLC
|
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|
|
Concord Wealth Partners
|
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|
|
Captrust Financial Advisors
|
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|
|
Cloud Capital Management, LLC
|
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|
|
Burney Co/
|
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|
Great Oak Capital Partners, Llc
|
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|
Arkadios Wealth Advisors
|
|
|
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|
|
Vermillion & White Wealth Management Group, LLC
|
|
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|
|
Level Financial Advisors, Inc.
|
|
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|
|
Elevate Wealth Advisory, Inc
|
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|
BetterWealth, LLC
|
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|
WorthPointe, LLC
|
|
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|
Kfg Wealth Management, Llc
|
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|
Jentner Corp
|
|
|
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|
Physician Wealth Solutions Inc.
|
|
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Vermillion Wealth Management, Inc.
|
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Simplicity Wealth,LLC
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