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Heritage Investment Group, Inc.
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Capital Advisors Inc/ok
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Cross Staff Investments Inc
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Cliftonlarsonallen Wealth Advisors, Llc
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Dynamic Advisor Solutions LLC
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Whittier Trust Co
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Gerber Kawasaki Wealth & Investment Management
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Cambridge Financial Group, LLC
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Glass Jacobson Investment Advisors llc
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D.a. Davidson & Co.
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Annandale Capital, LLC
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Forum Financial Management, LP
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49 Wealth Management, Llc
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tru Independence LLC
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Oxford Financial Group Ltd
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Captrust Financial Advisors
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Financial Harvest, LLC
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Asset Dedication, LLC
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BetterWealth, LLC
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Acorn Financial Advisory Services Inc /adv
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Builder Investment Group Inc /adv
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RFG Advisory, LLC
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Aviance Capital Partners, LLC
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Kings Path Partners LLC
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Cherrydale Wealth Management, Llc
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BlackRock, Inc.
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Johnson Investment Counsel Inc
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Sittner & Nelson, Llc
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McIlrath & Eck, LLC
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Alerus Financial Na
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VestGen Advisors, LLC
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Timonier Family Office, LTD.
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Kestra Advisory Services, LLC
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Integrated Advisors Network LLC
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Fmb Wealth Management
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MAI Capital Management
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GSB Wealth Management, LLC
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MBM Wealth Consultants, LLC
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Level Financial Advisors, Inc.
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Wealthspire Advisors, LLC
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Seneschal Advisors, LLC
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Planning Center, Inc.
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Pacific Center for Financial Services
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D'Orazio & Associates, Inc.
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Rather & Kittrell, Inc.
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Financial Management Professionals, Inc.
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Russell Investments Group, Ltd.
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Garde Capital, Inc.
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Ridgewood Investments LLC
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Signature Resources Capital Management, LLC
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Strategic Financial Services, Inc,
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Mission Wealth Management, Lp
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Squire Investment Management Company, LLC
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Hartland & Co., LLC
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Evermay Wealth Management Llc
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Monograph Wealth Advisors, Llc
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Symmetry Partners, LLC
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Creative Financial Designs Inc /adv
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Poinciana Advisors Group, Llc
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Ameritas Advisory Services, LLC
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Asset Planning Corporation
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Baker Boyer National Bank
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Ariadne Wealth Management, LP
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Mml Investors Services, Llc
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Porter White Investment Advisors, Inc.
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Benchmark Wealth Management, LLC
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Tarbox Family Office, Inc.
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Angeles Wealth Management, Llc
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Northwestern Mutual Wealth Management Co
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Janney Montgomery Scott LLC
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Martin Worley Group
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Disciplined Equity Management, Inc.
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Signaturefd, Llc
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Rossby Financial, LCC
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TPG Financial Advisors, LLC
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New Dimensions Wealth Management, LLC
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Cornerstone Financial Group, LLC /NE/
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Harbor Investment Advisory, Llc
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David Wealth Management LLC
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CENTRAL TRUST Co
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U.S. Capital Wealth Advisors, LLC
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Abacus Planning Group, Inc.
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Norden Group Llc
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Mutual Advisors, LLC
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Peirce Capital Management, LLC
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Colonial Trust Co / SC
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BOK Financial Private Wealth, Inc.
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Strathmore Capital Advisors, Inc.
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Transcend Wealth Collective, Llc
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Operose Advisors LLC
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Perigon Wealth Management, LLC
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Rise Advisors, LLC
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LPL Financial LLC
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Keb Asset Management, Llc
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Clune & Associates, Ltd.
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Compass Wealth Management, LLC/GA
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Elser Financial Planning, Inc
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Advisor Group Holdings, Inc.
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American Capital Advisory, LLC
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Orion Capital Management LLC
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Sofos Investments, Inc.
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Iron Horse Wealth Management, LLC
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Belpointe Asset Management LLC
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Caldwell Securities, Inc
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Liberty Wealth Management Llc
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Taddei, Ludwig & Associates, Inc.
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Mustard Seed Financial, LLC
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Foster Group, Inc.
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Team Hewins, LLC
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Harbour Investments, Inc.
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Financial Gravity Companies, Inc.
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Goldstein Advisors, LLC
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Ruedi Wealth Management, Inc.
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Sound Income Strategies, LLC
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Websterrogers Financial Advisors, Llc
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UBS Group AG
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Premier Financial Group
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Colorado Capital Management, Inc.
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GenTrust, LLC
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Envestnet Asset Management Inc
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Capital Performance Advisors Llp
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CI Private Wealth, LLC
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Truist Financial Corp
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Werba Rubin Papier Wealth Management
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Stone Point Wealth LLC
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Evensky & Katz LLC
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Cloud Capital Management, LLC
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Willis Johnson & Associates, Inc.
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Absolute Capital Management, LLC
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Financial Synergies Wealth Advisors, Inc.
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AdvisorNet Financial, Inc
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American Financial Advisors, LLC
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Brinker Capital Investments, LLC
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Addison Advisors LLC
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Tumwater Wealth Management, LLC
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Accredited Investor Services, Llc
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Merit Financial Group, LLC
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Orgel Wealth Management, LLC
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Keybank National Association/oh
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Baird Financial Group, Inc.
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Betterment LLC
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Pineridge Advisors LLC
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Well Done, LLC
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Brown Brothers Harriman & Co
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Gradient Capital Advisors, LLC
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Prospera Financial Services Inc
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Summit Financial Strategies, Inc.
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Stifel Financial Corp
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Guardian Wealth Advisors, Llc / Nc
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Safeguard Financial, LLC
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Cascade Wealth Advisors, Inc
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Triune Financial Partners, LLC
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Pinnacle Bancorp, Inc.
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Vivaldi Capital Management, LLC
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Physician Wealth Solutions Inc.
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We Are One Seven, LLC
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Grey Fox Wealth Advisors, LLC
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Cresset Asset Management, LLC
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Beacon Pointe Advisors, LLC
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Midland Wealth Advisors Llc
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Sequoia Financial Advisors, LLC
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PrairieView Partners, LLC
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Cambria Investment Management, L.P.
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Nicholas Hoffman & Company, LLC.
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Valeo Financial Advisors, LLC
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Newton One Investments LLC
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Integrated Wealth Concepts LLC
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ORG Partners LLC
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Noble Family Wealth, LLC
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Coston, McIsaac & Partners
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Heritage Wealth Management, Inc./Texas
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Bannerman Wealth Management Group, Llc
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EnRich Financial Partners LLC
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Melfa Wealth Management, Llc
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Advisory Services Network, LLC
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Robertson Stephens Wealth Management, LLC
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Pinkerton Retirement Specialists, LLC
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Foundation Wealth Management, LLC\PA
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Brighton Jones Llc
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Wealth Enhancement Advisory Services, Llc
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WNY Asset Management, LLC
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Foster Dykema Cabot & Partners, Llc
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Bailard, Inc.
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RW Investment Management LLC
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Allworth Financial LP
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Trust Co of the South
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Bragg Financial Advisors, Inc
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United Community Bank
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Ieq Capital, Llc
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Morgan Stanley
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IHT Wealth Management, LLC
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Berger Financial Group, Inc
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Verus Wealth Management, Llc
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Ferguson Wellman Capital Management, Inc
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Northeast Planning Associates, Inc. / Nh /
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Fifth Third Bancorp
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Accredited Investors Inc.
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Arkadios Wealth Advisors
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Jentner Corp
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Savant Capital, LLC
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Pure Financial Advisors, Inc.
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Cetera Investment Advisers
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Monticello Wealth Management, Llc
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Financial Network Wealth Management LLC
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WASHINGTON TRUST Co
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KM Capital Management Ltd.
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Steward Partners Investment Advisory, Llc
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Evergreen Capital Management Llc
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Sovereign Financial Group, Inc.
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WPWealth LLP
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Prudent Man Investment Management, Inc.
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Gleason Group, Inc.
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Hollencrest Capital Management
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Pillar Financial Advisors, LLC
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Truepoint, Inc.
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VSM Wealth Advisory, LLC
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Wsfs Capital Management, Llc
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Equitable Holdings, Inc.
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Ritholtz Wealth Management
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Tru Independence Asset Management 2, Llc
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Cambridge Investment Research Advisors, Inc.
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Pinney & Scofield, Inc.
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RAM Investment Partners, LLC
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Falcon Wealth Planning
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Vestia Personal Wealth Advisors
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Oak Wealth Advisors LLC
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Greenspring Advisors, LLC
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Bare Financial Services, Inc
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Rsm Us Wealth Management Llc
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Axis Wealth Partners, LLC
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Samalin Investment Counsel, LLC
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PBMares Wealth Management LLC
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Aqr Capital Management Llc
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Murphy Pohlad Asset Management LLC
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Wescott Financial Advisory Group, LLC
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Wealth Architects, LLC
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Moisand Fitzgerald Tamayo, LLC
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Mariner, LLC
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Exencial Wealth Advisors, Llc
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25 Llc
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Geneos Wealth Management Inc.
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Lantz Financial LLC
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Skopos Labs, Inc.
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EBI - RBB Fund Trust - Longview Advantage ETF
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Lockerman Financial Group, Inc.
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Avestar Capital, LLC
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Plancorp, LLC
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Thompson Investment Management, Inc.
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Bell Bank
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Juncture Wealth Strategies, Llc
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Allegiance Financial Group Advisory Services LLC
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Benningfield Financial Advisors, Llc
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Alpha Cubed Investments, LLC
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Lutz Financial Services LLC
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Williams & Novak, LLC
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Quantinno Capital Management LP
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Elevate Wealth Advisory, Inc
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Towneley Capital Management, Inc / DE
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Hantz Financial Services, Inc.
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SwitchPoint Financial Planning, LLC
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Cantor Fitzgerald Investment Adviser L.p.
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Buckingham Strategic Partners
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SYM FINANCIAL Corp
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McGrath & Associates, Inc.
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Oppenheimer & Co Inc
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TFC Financial Management
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Mv Capital Management, Inc.
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Root Financial Partners, LLC
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Park Avenue Securities Llc
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Drive Wealth Management, Llc
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Kaufman Rossin Wealth, LLC
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Efficient Frontier Advisors LLC
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Oakworth Capital, Inc.
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Private Trust Co Na
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Vannoy Advisory Group, Inc.
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Vident Advisory, LLC
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CWA Asset Management Group, LLC
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CFS Investment Advisory Services, LLC
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EP Wealth Advisors, Inc.
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Measured Wealth Private Client Group, LLC
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TAGStone Capital, Inc.
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Monument Group Wealth Advisors, LLC
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Bridges Investment Management Inc
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Ronald Blue Trust, Inc.
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Krilogy Financial LLC
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Bank of New York Mellon Corp
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Stratos Wealth Partners, LTD.
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Dopkins Wealth Management, Llc
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Modera Wealth Management, LLC
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Sax Wealth Advisors, Llc
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Mosaic Family Wealth Partners, Llc
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Trifecta Capital Advisors, LLC
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Warburton Capital Management, LLC
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Tobias Financial Advisors, Inc.
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Sprinkle Financial Consultants LLC
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Schoolcraft Capital LLC
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Willow Creek Wealth Management Inc.
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SPGTX - Symmetry Panoramic Trust - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares
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Farmers National Bank
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Delta Financial Group, Inc.
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Joel Isaacson & Co., LLC
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XY Planning Network, Inc.
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Parkside Financial Bank & Trust
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M&t Bank Corp
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Investmark Advisory Group LLC
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Compass Capital Corp /ma/ /adv
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Delap Wealth Advisory, Llc
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Cherry Tree Wealth Management, LLC
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Whalen Wealth Management Inc.
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Verdence Capital Advisors LLC
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Grove Street Fiduciary, LLC
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Mercer Global Advisors Inc /adv
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Brown Advisory Inc
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Stephenson National Bank & Trust
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Montz Harcus Wealth Management LLC
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Bessemer Group Inc
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Investors Research Corp
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Busey Wealth Management
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Naples Global Advisors, Llc
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Tillman Hartley LLC
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Babb Wealth Advisors LLC
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Confluence Wealth Services, Inc.
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Comerica Bank
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Dorsey & Whitney Trust CO LLC
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Gradient Investments LLC
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Meritas Wealth Management, LLC
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Wells Fargo & Company/mn
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Everhart Financial Group, Inc.
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Longview Financial Advisors LLC
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KDK Private Wealth Management, LLC
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M Holdings Securities, Inc.
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Clarity Capital Advisors, LLC
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MBL Wealth, LLC
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Pasadena Private Wealth, LLC
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Balboa Wealth Partners
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IFP Advisors, Inc
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Franklin Resources Inc
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City State Bank
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Cathy Pareto & Associates, Inc
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Avantax Planning Partners, Inc.
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Cordant, Inc.
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Stonebridge Financial Group, LLC
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Bokf, Na
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Vista Capital Partners, Inc.
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Sandy Spring Bank
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Empower Advisory Group, LLC
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Apollon Wealth Management, LLC
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Susquehanna International Group, Llp
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Center for Financial Planning, Inc.
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Icon Wealth Advisors, LLC
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Quad-Cities Investment Group, LLC
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CIBC Private Wealth Group, LLC
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Parkworth Wealth Management, Inc.
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FSM Wealth Advisors, LLC
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Intrua Financial, LLC
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Paladin Advisory Group, LLC
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GWM Advisors LLC
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Sterling Wealth Advisors Inc
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Tsfg, Llc
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SOUTH STATE Corp
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Destination Wealth Management
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NewEdge Wealth, LLC
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Warren Averett Asset Management, LLC
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Monterey Private Wealth, Inc.
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Cozad Asset Management Inc
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Investment Advisory Group, LLC
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Strategic Wealth Partners, Ltd.
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Lbmc Investment Advisors, Llc
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GDS Wealth Management
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Midwest Trust Co
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Royal Bank Of Canada
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Plante Moran Financial Advisors, LLC
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Wetherby Asset Management Inc
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Rowland & Co Investment Counsel/adv
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Summit Wealth Group Llc / Co
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Tiaa Trust, National Association
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Cerity Partners LLC
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Renaissance Technologies Llc
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Smith, Salley & Associates
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Live Oak Private Wealth LLC
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BancorpSouth Bank
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Motco
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LJI Wealth Management, LLC
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M Wealth Management, LLC
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Ameriprise Financial Inc
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Lowe Brockenbrough & Co Inc
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Commonwealth Equity Services, Llc
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Sollinda Capital Management LLC
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Rehmann Capital Advisory Group
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HWG Holdings LP
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Francis Financial, Inc.
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PFG Advisors
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Pnc Financial Services Group, Inc.
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Waterfront Wealth Inc.
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Anderson Hoagland & Co
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NorthRock Partners, LLC
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Boston Private Wealth Llc
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Basso Capital Management, L.p.
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Umb Bank N A/mo
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Pictet North America Advisors SA
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ENDW - EA Series Trust - Cambria Endowment Style ETF
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JDM Financial Group LLC
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Eqis Capital Management, Inc.
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Steele Capital Management, Inc.
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Apella Capital, LLC
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BWM Planning, LLC
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BRYN MAWR TRUST Co
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Professional Financial Advisors, LLC
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Lindbrook Capital, Llc
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Wealth Advisors of Iowa, LLC
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NCM Capital Management, LLC
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Bank Of Montreal /can/
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Integrity Wealth Solutions LLC
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Advisors Capital Management, LLC
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Mather Group, Llc.
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Cwm, Llc
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Lauterbach Financial Advisors, LLC
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Larson Financial Group LLC
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Kooman & Associates
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Index Fund Advisors, Inc.
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Empowered Funds, LLC
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Trace Wealth Advisors, LLC
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Altiora Financial Group, LLC
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Beaird Harris Wealth Management, LLC
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Simplicity Wealth,LLC
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Grandfield & Dodd, Llc
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SRS Capital Advisors, Inc.
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HighTower Advisors, LLC
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Aspen Capital Management, LLC
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Fundamentun, Llc
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Cardiff Park Advisors, Llc
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M1 Capital Management LLC
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Capital Investment Advisory Services, LLC
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Evanson Asset Management, LLC
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Commerce Bank
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Teachers Insurance & Annuity Association Of America
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Bridge Generations Wealth Management Llc
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Maryland Capital Advisors Inc.
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Five Oceans Advisors
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Us Bancorp \de\
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Disciplined Investments, LLC
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DiNuzzo Private Wealth, Inc.
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Leavell Investment Management, Inc.
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Avantax Advisory Services, Inc.
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RB Capital Management, LLC
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HBK Sorce Advisory LLC
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United Capital Financial Advisers, Llc
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Howe & Rusling Inc
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First Bancorp, Inc /ME/
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Eldridge Investment Advisors, Inc.
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Jpmorgan Chase & Co
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New England Private Wealth Advisors LLC
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Qrg Capital Management, Inc.
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EverSource Wealth Advisors, LLC
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Steel Peak Wealth Management LLC
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ShankerValleau Wealth Advisors, Inc.
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Kathleen S. Wright Associates Inc.
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Ntv Asset Management Llc
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IFG Advisors, LLC
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Fortitude Family Office, LLC
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Financial Council Asset Management Inc
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Baker Tilly Financial, Llc
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Lauer Wealth, LLC
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WorthPointe, LLC
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Roundview Capital LLC
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OLIO Financial Planning
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AE Wealth Management LLC
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Intelligent Financial Strategies
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Hemington Wealth Management
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Avant Financial Advisors LLC
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Curio Wealth, Llc
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GEM Asset Management, LLC
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Grunden Financial Advisory, Inc.
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AlphaCore Capital LLC
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RTD Financial Advisors, Inc.
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Orion Portfolio Solutions, LLC
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American Investment Services, Inc.
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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Parkwoods Wealth Partners, LLC
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Envestnet Portfolio Solutions, Inc.
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Global Retirement Partners, LLC
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Shearwater Capital LLC
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Principal Securities, Inc.
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Regions Financial Corp
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Financial Advisory Service, Inc.
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CX Institutional
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S.A. Mason LLC
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Transce3nd, LLC
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Abacus Wealth Partners, LLC
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Wealthstream Advisors, Inc.
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Pacific Asset Management, LLC
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Aspiriant, Llc
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Cypress Wealth Services, LLC
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Key FInancial Inc
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Lam Group, Inc.
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Moneta Group Investment Advisors Llc
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Fonville Wealth Management LLC
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Liberty Capital Management, Inc.
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Valued Wealth Advisors LLC
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Brookstone Capital Management
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Marcum Wealth, LLC
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Ancora Advisors, LLC
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Raymond James Financial Inc
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Diversified Portfolios, Inc.
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TCI Wealth Advisors, Inc.
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Fiduciary Trust Co
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Trustmark National Bank Trust Department
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Pinnacle Financial Partners Inc
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Collective Family Office Llc
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Assetmark, Inc
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VERITY Wealth Advisors
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Andrews, Lucia Wealth Management Llc
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Tortoise Investment Management, LLC
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Total Wealth Planning, Llc
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Amarillo National Bank
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Truvestments Capital Llc
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Wealth Management Nebraska
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Weinberger Asset Management, Inc
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TruNorth Capital Management, LLC
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Navigoe, LLC
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RMB Capital Management, LLC
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Lido Advisors, LLC
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Eaton Financial Holdings Company, LLC
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Hilltop National Bank
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Dixon Fnancial Services, Inc.
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Spire Wealth Management
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Embree Financial Group
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Quantum Financial Advisors, LLC
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Bull Oak Capital, LLC
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Pathstone Holdings, LLC
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Wiley Bros.-aintree Capital, Llc
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Colony Group, LLC
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Jones Financial Companies Lllp
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Silver Oak Advisory Group, Inc.
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Versant Capital Management, Inc
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Aurdan Capital Management, LLC
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Great Valley Advisor Group, Inc.
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Jackson Hole Capital Partners, LLC
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CRA Financial Services, LLC
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Zhang Financial LLC
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Smartleaf Asset Management LLC
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Maseco Llp
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Voisard Asset Management Group, Inc.
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Ironwood Financial, llc
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Claris Advisors, Llc / Mo /
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One Degree Advisors Inc
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Signet Financial Management, Llc
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Aurelius Family Office LLC
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Fmr Llc
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Bellwether Advisors, LLC
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Leo Wealth, LLC
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Bank Of America Corp /de/
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Bayshore Asset Management, Llc
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Fort Point Capital Partners LLC
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Kavar Capital Partners Group, Llc
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Wick Capital Partners, LLC
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Qube Research & Technologies Ltd
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Rockwood Wealth Management, LLC
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O'shaughnessy Asset Management, Llc
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CAPROCK Group, Inc.
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Beacon Financial Advisory LLC
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Wealth Advisors Northwest LLC
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MB Generational Wealth, LLC
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Jfs Wealth Advisors, Llc
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Garrett Investment Advisors LLC
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Financial Engines Advisors L.L.C.
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Institute for Wealth Management, LLC.
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Narus Financial Partners, LLC
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Atlantic Union Bankshares Corp
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Phillips Financial Management, Llc
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Chicago Partners Investment Group LLC
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Private Advisor Group, LLC
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Matauro, Llc
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Archer Investment Corp
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TCG Advisory Services, LLC
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Level Four Advisory Services, Llc
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Kathmere Capital Management, LLC
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Running Point Capital Advisors, LLC
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Kondo Wealth Advisors, Inc.
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Capstone Wealth Management, LLC
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Graves-Light Private Wealth Management, Inc.
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DHJJ Financial Advisors, Ltd.
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IAG Wealth Partners, LLC
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IFG Advisory, LLC
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Aspect Partners, LLC
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Burk Holdings LLC
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Dakota Wealth Management
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Yeomans Consulting Group, Inc.
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Applied Capital LLC
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Vantage Point Financial LLC
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First National Bank Sioux Falls
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Citadel Advisors Llc
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Vista Wealth Management Group, LLC
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Congress Wealth Management LLC / DE /
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Red Tortoise LLC
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Washington Trust Advisors, Inc.
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Smallwood Wealth Investment Management, LLC
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RKL Wealth Management LLC
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Whittier Trust Co Of Nevada Inc
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Rockefeller Capital Management L.P.
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Austin Asset Management Co Inc
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Disciplined Investors, L.L.C.
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Wealthcare Advisory Partners LLC
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Fortis Capital Advisors, LLC
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Northwest Wealth Management, Llc
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Clifford Swan Investment Counsel Llc
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Northern Trust Corp
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JDH Wealth Management, LLC
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Optima Capital Llc
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Family CFO Inc
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Ascent Group, LLC
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Fiduciary Family Office, Llc
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WoodTrust Financial Corp
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Reyes Financial Architecture, Inc.
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LRI Investments, LLC
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Seaside Wealth Management, Inc.
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Visionary Wealth Advisors
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Cyndeo Wealth Partners, LLC
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Atria Wealth Solutions, Inc.
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Rf&l Wealth Management, Llc
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Tfo-tdc, Llc
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Kraft Asset Management, Llc
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Bellevue Asset Management, Llc
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Blair William & Co/il
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Aegis Wealth Management LLC
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Arbor Wealth Advisors LLC
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Prime Capital Investment Advisors, LLC
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Summit Wealth Group, LLC
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BIP Wealth, LLC
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CVA Family Office, LLC
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Future You Wealth Llc
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Smith Chas P & Associates Pa Cpas
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Mesirow Financial Investment Management, Inc.
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Grand Wealth Management, Llc
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McLean Asset Management Corp
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Traub Capital Management LLC
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Sound View Wealth Advisors Group, LLC
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Ark & Tlk Investments, Llc
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Sterling Wealth Management, Inc.
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Capital Investment Advisors, LLC
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High Probability Advisors, LLC
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SevenBridge Financial Group, LLC
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Resources Investment Advisors, LLC.
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Shore Point Advisors, LLC
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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SJS Investment Consulting Inc.
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First Western Trust Bank
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Warwick Investment Management, Inc.
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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Strategic Investment Solutions, Inc. /IL
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Mpwm Advisory Solutions, Llc
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Parallel Advisors, LLC
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Leeward Financial Partners, LLC
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Rialto Wealth Management, LLC
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HMV Wealth Advisors, LLC
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Farther Finance Advisors, LLC
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Quadcap Wealth Management, LLC
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Bridgewater Advisors Inc.
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AG Asset Advisory, LLC
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Signature Estate & Investment Advisors Llc
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Clark Asset Management, LLC
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Marietta Wealth Management, LLC
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Summit Asset Management, LLC
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Jackson Thornton Asset Management, Llc
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Fortress Wealth Management, Inc.
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Ameritas Investment Partners, Inc.
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Woodside Wealth Management LLC
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AlTi Global, Inc.
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Creative Planning
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Renasant Bank
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Essential Planning, LLC.
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Kelly Financial Group Llc
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Badgley Phelps Wealth Managers, LLC
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CarsonAllaria Wealth Management, Ltd.
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Westmount Partners, LLC
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