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Northside Capital Management, LLC
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Cascade Financial Partners, LLC
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Journey Advisory Group, LLC
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Pandora Wealth, Inc.
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Planning Directions Inc
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Mandatum Life Insurance Co Ltd
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Human Investing LLC
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Gen-Wealth Partners Inc
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Destination Wealth Management
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Investment Partners Asset Management, Inc.
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MidAtlantic Capital Management, Inc.
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Franklin Resources Inc
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Royal Bank Of Canada
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Avantax Advisory Services, Inc.
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Pasadena Private Wealth, LLC
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Evernest Financial Advisors, LLC
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Brown, Lisle/cummings, Inc.
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Vaughan David Investments Inc/il
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NCM Capital Management, LLC
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Stock Yards Bank & Trust Co
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Greater Midwest Financial Group, LLC
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Smith Chas P & Associates Pa Cpas
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Paces Ferry Wealth Advisors, Llc
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XML Financial, LLC
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Wealth Enhancement Advisory Services, Llc
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Compass Financial Services Inc
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Kraft, Davis & Associates, LLC
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Spirepoint Private Client, Llc
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Winthrop Advisory Group LLC
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PFG Investments, LLC
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Glenmede Investment Management, LP
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Stanich Group LLC
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Breakwater Capital Group
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Savant Capital, LLC
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Stokes Family Office, LLC
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Hughes Financial Services, LLC
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Clear Investment Research, Llc
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180 Wealth Advisors, Llc
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Root Financial Partners, LLC
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AdvisorNet Financial, Inc
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Midland Wealth Advisors Llc
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Tompkins Financial Corp
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Syntegra Private Wealth Group, LLC
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Harwood Advisory Group, LLC
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Ipsen Advisor Group LLC
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Coldstream Capital Management Inc
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Sowa Financial Group, Inc.
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Symphony Financial, Ltd. Co.
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Angeles Wealth Management, Llc
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Naples Global Advisors, Llc
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Hobbs Group Advisors, LLC
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Verdence Capital Advisors LLC
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Bank Of Montreal /can/
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Williams & Novak, LLC
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Davidson Investment Advisors
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Catalyst Financial Partners Llc
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Change Path, LLC
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Smartleaf Asset Management LLC
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Crowley Wealth Management, Inc.
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Freestate Advisors LLC
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Southland Equity Partners LLC
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Alhambra Investment Partners LLC
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Merit Financial Group, LLC
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Watts Gwilliam & Co., LLC
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Glen Eagle Advisors, LLC
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RFG Advisory, LLC
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Diversified Trust Co
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Trust Co Of Vermont
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Hilltop National Bank
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Bartlett & Co. Wealth Management Llc
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Sig Brokerage, Lp
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FORM Wealth Advisors, LLC
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Keener Financial Planning LLC
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Dynamic Financial Group
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Sterling Investment Counsel, LLC
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Greykasell Wealth Strategies, Inc.
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Wood Tarver Financial Group, LLC
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Massmutual Trust Co Fsb/adv
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Integrated Investment Consultants, LLC
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Redwood Financial Network Corp
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Headlands Technologies LLC
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Financial Advisory Service, Inc.
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Lido Advisors, LLC
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Fft Wealth Management Llc
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Visionary Horizons, LLC
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Avant Capital LLC
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Balance Wealth, LLC
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Actinver Wealth Management, Inc.
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Accretive Wealth Partners, LLC
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Modera Wealth Management, LLC
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Gries Financial Llc
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South Plains Financial, Inc.
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Kapstone Financial Advisors LLC
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Northwestern Mutual Wealth Management Co
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Red Tortoise LLC
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Tradewinds, LLC.
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Lincoln Capital LLC
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Elite Financial, Inc.
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Albion Financial Group /ut
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Orrstown Financial Services Inc
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Quadrant Private Wealth Management, LLC
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Sheaff Brock Investment Advisors, LLC
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Johnson & White Wealth Management, LLC
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Calamos Wealth Management LLC
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Archer Investment Corp
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|
Rowland & Co Investment Counsel/adv
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|
Magnus Financial Group LLC
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|
Cardinal Point Capital Management, ULC
|
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Annis Gardner Whiting Capital Advisors, LLC
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Commonwealth Retirement Investments LLC
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Stone House Investment Management, LLC
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Lane & Associates LLC
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Vantage Financial Partners, LLC
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Linscomb & Williams, Inc.
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Jackson Hole Capital Partners, LLC
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Gwn Securities Inc.
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Betterment LLC
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Concord Wealth Partners
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Squarepoint Ops LLC
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MTM Investment Management, LLC
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TD Waterhouse Canada Inc.
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Iron Horse Wealth Management, LLC
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Financial Network Wealth Management LLC
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Cwm, Llc
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O'Dell Group, LLC
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Guidance Point Advisors, LLC
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Dogwood Wealth Management LLC
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Cardiff Park Advisors, Llc
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Empire Financial Management Company, LLC
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Blue Zone Wealth Advisors, LLC
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Integrity Alliance, Llc.
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Prime Capital Investment Advisors, LLC
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Madison Wealth Partners, Inc
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Essex Financial Services, Inc.
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Pathstone Holdings, LLC
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Pine Harbor Wealth Management, LLC
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Brandywine Oak Private Wealth Llc
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Oxford Financial Group Ltd
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Front Row Advisors LLC
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BKM Wealth Management, LLC
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Ronald Blue Trust, Inc.
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Formidable Asset Management, LLC
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Harbour Investments, Inc.
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Sterling Manor Financial, LLC
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Biondo Investment Advisors, LLC
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OneAscent Financial Services LLC
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Simmons Bank
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Avion Wealth
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Cambridge Investment Research Advisors, Inc.
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Nova Wealth Management, Inc.
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McLean Asset Management Corp
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BCJ Capital Management, LLC
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Astoria Portfolio Advisors LLC.
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Meridian Financial Partners LLC
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Bay Capital Advisors, LLC
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Bond & Devick Financial Network, Inc.
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Mattern Capital Management, Llc
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Brio Consultants, LLC
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|
Atria Investments Llc
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CVA Family Office, LLC
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Future Financial Wealth Managment LLC
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4J Wealth Management LLC
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First Heartland Consultants, Inc.
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Strategies Wealth Advisors, LLC
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Park Square Financial Group, LLC
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Rooted Wealth Advisors, Inc.
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Provident Wealth Management, LLC
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Lantern Wealth Advisors, LLC
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|
First Manhattan Co
|
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|
International Assets Investment Management, Llc
|
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Alliance Wealth Management Group
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Allen Capital Group, LLC
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Envestnet Portfolio Solutions, Inc.
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Raymond James Financial Inc
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Pensionmark Financial Group, Llc
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|
Silver Coast Investments LLC
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|
SevenBridge Financial Group, LLC
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|
Newton One Investments LLC
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|
Bfsg, Llc
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Planning Alternatives Ltd /adv
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Hazlett, Burt & Watson, Inc.
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|
Johnson Investment Counsel Inc
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Oppenheimer & Co Inc
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|
Northern Trust Corp
|
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|
Duncker Streett & Co Inc
|
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|
|
Ayrshire Capital Management LLC
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|
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|
RFG - Bristol Wealth Advisors, LLC
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|
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|
Well Done, LLC
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|
Brian Low Financial Group, Llc
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|
Milestone Asset Management Group, LLC
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|
|
|
Carr Financial Group Corp
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|
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|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
EPG Wealth Management LLC
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|
|
Intrepid Capital Management Inc
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|
|
|
Bluesphere Advisors, LLC
|
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|
|
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|
Fairvoy Private Wealth, LLC
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|
|
|
Gunma Bank,Ltd.
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
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|
Wealth Effects Llc
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|
Bell Bank
|
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|
|
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|
Global Retirement Partners, LLC
|
|
|
|
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|
Whalerock Point Partners, Llc
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|
Jackson Wealth Management, LLC
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|
|
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|
Wrenne Financial Planning LLC
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|
|
|
|
|
Good Life Advisors, LLC
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|
|
|
|
|
MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)
|
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|
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GSB Wealth Management, LLC
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|
Scott & Selber, Inc.
|
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|
|
|
|
Geneva Partners, LLC
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Cetera Investment Advisers
|
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|
Wedmont Private Capital
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Signature Securities Group Corporation
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Westside Investment Management, Inc.
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Ieq Capital, Llc
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We Are One Seven, LLC
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Garde Capital, Inc.
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TD Capital Management LLC
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Moloney Securities Asset Management, LLC
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|
EP Wealth Advisors, Inc.
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|
Gallacher Capital Management LLC
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JNBA Financial Advisors
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Cypress Financial Planning Llc
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Global Wealth Management Investment Advisory, Inc.
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Ausdal Financial Partners, Inc.
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Emerald Investment Partners, Llc
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Creekmur Asset Management LLC
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Eq Wealth Advisors, Llc
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Fiduciary Alliance LLC
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Fifth Third Securities, Inc.
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|
Wealth Management Associates, Inc.
|
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Beacon Bridge Wealth Partners, LLC
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Hirtle Callaghan & Co LLC
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|
|
|
|
Wells Financial Advisors INC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
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|
Hemington Wealth Management
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|
Old Mission Capital Llc
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|
Harbor Asset Planning, Inc.
|
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Confluence Wealth Services, Inc.
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Brass Tax Wealth Management, Inc
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Schwarz Dygos Wheeler Investment Advisors Llc
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|
Inscription Capital, LLC
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|
|
|
Capital Planning LLC
|
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|
|
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|
Consolidated Planning Corp
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|
Delta Asset Management Llc/tn
|
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|
Security Financial Services, INC.
|
|
|
|
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|
Central Pacific Bank - Trust Division
|
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|
Community Bank, N.A.
|
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|
Westfuller Advisors, LLC
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Meridian Wealth Management, LLC
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Hantz Financial Services, Inc.
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Gotham Asset Management, LLC
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Aspiriant, Llc
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|
Nordwand Advisors, LLC
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|
|
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|
Kingsview Wealth Management, LLC
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|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
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|
Wealth Group Ltd
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Flagship Harbor Advisors, Llc
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
Td Private Client Wealth Llc
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Lmcg Investments, Llc
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|
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|
Wellington Shields & Co., LLC
|
|
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|
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|
Edmond De Rothschild Holding S.a.
|
|
|
|
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|
Towercrest Capital Management
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|
|
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|
Norway Savings Bank
|
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|
Allspring Global Investments Holdings, LLC
|
|
|
|
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|
Stephens Consulting, LLC
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|
Montag A & Associates Inc
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|
Commonwealth Financial Services, LLC
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|
Bellevue Asset Management, Llc
|
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|
Headinvest, Llc
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|
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|
|
|
Heritage Wealth Advisors
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|
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|
Salomon & Ludwin, LLC
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|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Integrated Advisors Network LLC
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|
Cliftonlarsonallen Wealth Advisors, Llc
|
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|
Aurora Private Wealth, Inc.
|
|
|
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|
Commerce Bank
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|
|
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|
Mount Yale Investment Advisors, LLC
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|
|
|
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|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
Matisse Capital
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|
|
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|
Allworth Financial LP
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|
Beckerman Institutional, LLC
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|
Sunbelt Securities, Inc.
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KPP Advisory Services LLC
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|
Nbc Securities, Inc.
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|
Alta Wealth Advisors LLC
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|
Keebeck Wealth Management, LLC
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|
McAdam, LLC
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|
BlackRock, Inc.
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|
Valeo Financial Advisors, LLC
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|
Evergreen Capital Management Llc
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|
Oak Asset Management, LLC
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|
Kovitz Investment Group Partners, LLC
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Samalin Investment Counsel, LLC
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UMA Financial Services, Inc.
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HBW Advisory Services LLC
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Comerica Bank
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|
Bbr Partners, Llc
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|
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|
Morgan Stanley
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|
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|
Brady Family Wealth, Llc
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|
Wealth Architects, LLC
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|
|
|
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IHT Wealth Management, LLC
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Atlas Private Wealth Advisors
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Qrg Capital Management, Inc.
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West Michigan Advisors, Llc
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Snowden Capital Advisors LLC
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Montis Financial, LLC
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Private Trust Co Na
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Glenmede Trust Co Na
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Michels Family Financial, LLC
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Tranquility Partners, LLC
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SigFig Wealth Management, LLC
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Rockefeller Capital Management L.P.
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Essex LLC
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Argent Advisors, Inc.
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GHP Investment Advisors, Inc.
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Twin Peaks Wealth Advisors, LLC
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Gts Securities Llc
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Professional Financial Advisors, LLC
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Rosenberg Matthew Hamilton
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Rossby Financial, LCC
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Ameriprise Financial Inc
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Bradley & Co. Private Wealth Management, LLC
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UBS Group AG
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Private Capital Management Llc
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Islay Capital Management, Llc
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Park Place Capital Corp
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Baker Avenue Asset Management, LP
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Keystone Financial Group, Inc.
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Sharp Financial Services, LLC
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Sound Stewardship, LLC
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Pacifica Partners Inc.
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Birchbrook, Inc.
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Arthur M. Cohen & Associates, Llc
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Stonebridge Financial Group, LLC
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Thoroughbred Financial Services, Llc
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Scott Capital Advisors, LLC
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Diametric Capital, LP
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Smith, Moore & Co.
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Endowment Wealth Management, Inc.
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Collaborative Wealth Managment Inc.
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O'shaughnessy Asset Management, Llc
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Round Rock Advisors, LLC
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LifePlan Financial, LLC
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Pinnacle Financial Group, LLC / IL
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CAPROCK Group, Inc.
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Navis Wealth Advisors, LLC
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Plante Moran Financial Advisors, LLC
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Dana Investment Advisors, Inc.
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SCS Capital Management LLC
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Whipplewood Advisors, LLC
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Fourth Dimension Wealth, LLC
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IMG Wealth Management, Inc.
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BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
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Pnc Financial Services Group, Inc.
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Family Management Corp
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Vise Technologies, Inc.
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Stuart Chaussee & Associates, Inc.
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Ogorek Anthony Joseph /ny/ /adv
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Farther Finance Advisors, LLC
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Gouws Capital LLC
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Citadel Advisors Llc
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Cornerstone Planning Group LLC
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Keudell/Morrison Wealth Management
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Claro Advisors LLC
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First National Trust Co
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High Net Worth Advisory Group LLC
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Leigh Baldwin & Co., Llc
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Warren Averett Asset Management, LLC
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Riverchase Wealth Management, Llc
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Tranquilli Financial Advisor LLC
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PCA Investment Advisory Services Inc.
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Buckingham Strategic Partners
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Grove Bank & Trust
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ONE Advisory Partners, LLC
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BOS Asset Management, LLC
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Mml Investors Services, Llc
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Zrc Wealth Management, Llc
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Tme Financial, Inc.
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Sigma Planning Corp
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Grimes & Company, Inc.
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Jfs Wealth Advisors, Llc
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Klingman & Associates, LLC
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Valley National Advisers Inc
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Eukles Asset Management
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Colony Group, LLC
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Accredited Wealth Management, LLC
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Maripau Wealth Management Llc
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EFG Asset Management (Americas) Corp.
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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Soltis Investment Advisors LLC
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Bernard Wealth Management Corp.
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Prepared Retirement Institute LLC
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Kestra Advisory Services, LLC
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Probity Advisors, Inc.
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Fermata Advisors, LLC
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Balentine LLC
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Phillips Financial Management, Llc
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Altus Wealth Management, LLC
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Atria Wealth Solutions, Inc.
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Southeast Asset Advisors Inc.
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Sheets Smith Wealth Management
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Apexium Financial, Lp
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Brasada Capital Management, Lp
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Advance Capital Management, Inc.
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Objective Capital Management, LLC
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Kirtland Hills Capital Management, Llc
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Element Pointe Advisors, Llc
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Darden Wealth Group Inc
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HFG Advisors, Inc.
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Legacy Investment Solutions, LLC
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JB Capital LLC
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JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)
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Koshinski Asset Management, Inc.
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BEAM Asset Management, LLC
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Sound Income Strategies, LLC
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Gimbal Financial
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Ritter Daniher Financial Advisory LLC / DE
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Orion Portfolio Solutions, LLC
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Mission Wealth Management, Lp
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Mutual Advisors, LLC
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Keystone Global Partners, LLC
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Curtis Advisory Group, LLC
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Summit Financial Strategies, Inc.
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Guardian Partners Inc.
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Arrowroot Family Office, LLC
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Concorde Asset Management, LLC
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Warner Financial, Inc
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Family Legacy, Inc.
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Flagship Private Wealth, LLC
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Archetype Wealth Partners
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Nwam Llc
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Legacy Wealth Managment, LLC/ID
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United Capital Financial Advisers, Llc
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Accel Wealth Management
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Continuum Advisory, LLC
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Abound Wealth Management
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SOL Capital Management CO
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Beaird Harris Wealth Management, LLC
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Rodgers & Associates, LTD
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Tandem Wealth Advisors LLC
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Assetmark, Inc
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NWF Advisory Services Inc.
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Integrity Investment Advisors, LLC
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Concord Asset Management, LLC/VA
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First Horizon Advisors, Inc.
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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Priebe Wealth Holdings LLC
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Focus Financial Network, Inc.
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Natixis Advisors, L.p.
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Investor's Fiduciary Advisor Network, LLC
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JMG Financial Group, Ltd.
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Qube Research & Technologies Ltd
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ShoreHaven Wealth Partners, LLC
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Hartland & Co., LLC
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Mariner, LLC
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Firethorn Wealth Partners, Llc
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AlphaCore Capital LLC
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First Business Financial Services, Inc.
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Truvestments Capital Llc
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Dohj, Llc
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Cascades Capital Asset Management, LLC
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Oakworth Capital, Inc.
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Carl P. Sherr & Co., LLC
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Lineweaver Wealth Advisors, LLC
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Centricity Wealth Management, LLC
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Golden State Wealth Management, LLC
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Kmg Fiduciary Partners, Llc
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Great Valley Advisor Group, Inc.
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ORG Wealth Partners, LLC
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Conservest Capital Advisors, Inc.
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Arete Wealth Advisors, LLC
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Visionary Wealth Advisors
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Everpar Advisors Llc
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Summit Wealth Partners, LLC
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Copia Wealth Management
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Arista Wealth Management, LLC
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Wiley Bros.-aintree Capital, Llc
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Thrivent Financial For Lutherans
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National Wealth Management Group, LLC
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Kingstone Capital Partners Texas, LLC
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Opal Wealth Advisors, LLC
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Fifth Third Bancorp
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Sovran Advisors, LLC
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Facet Wealth, Inc.
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Garrett Wealth Advisory Group, LLC
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Main Street Financial Solutions, LLC
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FC Advisory LLC
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Optimum Investment Advisors
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Raab & Moskowitz Asset Management LLC
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Hanson & Doremus Investment Management
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Wsfs Capital Management, Llc
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LaSalle St. Investment Advisors, LLC
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Allegheny Financial Group LTD
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Barnes Dennig Private Wealth Management LLC
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D.a. Davidson & Co.
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Advantage Trust Co
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Mayflower Financial Advisors, LLC
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Carderock Capital Management Inc
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Edgestream Partners, L.P.
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Mirae Asset Global Investments Co., Ltd.
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IFG Advisory, LLC
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Ignite Planners, LLC
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Investment Management Corp /va/ /adv
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Autumn Glory Partners, LLC
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Arkadios Wealth Advisors
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Wolverine Trading, Llc
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Empower Advisory Group, LLC
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Parallel Advisors, LLC
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Sunburst Financial Group, LLC
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Noble Wealth Management PBC
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Principle Wealth Partners Llc
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First Foundation Advisors
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Mascoma Wealth Management LLC
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Adell Harriman & Carpenter Inc
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Prospera Financial Services Inc
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Capital Analysts, Inc.
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Lgl Partners, Llc
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Wealthgarden F.s. Llc
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HighTower Advisors, LLC
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Financial Management Professionals, Inc.
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Note Advisors, LLC
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Investment Partners, Ltd.
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Royal Fund Management, LLC
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Talisman Wealth Advisors LLC
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CI Private Wealth, LLC
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CRA Financial Services, LLC
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Strategic Blueprint, LLC
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Sequoia Financial Advisors, LLC
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Atlantic Family Wealth, Llc
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Randolph Co Inc
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Gateway Wealth Partners, LLC
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Rsm Us Wealth Management Llc
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Nations Financial Group Inc, /ia/ /adv
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Hohimer Wealth Management, Llc
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J.w. Cole Advisors, Inc.
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Advisor OS, LLC
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Oarsman Capital, Inc.
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Kelly Financial Services LLC
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Transcend Wealth Collective, Llc
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Zhang Financial LLC
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Lion Street Advisors, LLC
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PrairieView Partners, LLC
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Pin Oak Investment Advisors Inc
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360 Financial, Inc.
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GAMMA Investing LLC
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Cedar Wealth Management, LLC
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Two Sigma Securities, Llc
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Kessler Investment Group, LLC
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Insight Wealth Partners, LLC
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RVW Wealth, LLC
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Gallagher Fiduciary Advisors, LLC
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Fort Point Capital Partners LLC
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PFS Partners, LLC
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JGP Wealth Management, LLC
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Weaver Consulting Group
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Cornerstone Wealth Group, LLC
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Tobias Financial Advisors, Inc.
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Vontobel Holding Ltd.
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North Star Investment Management Corp.
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Glassman Wealth Services
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Financial Insights, Inc.
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MBE Wealth Management, LLC
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Cornell Pochily Investment Advisors, Inc.
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Old National Bancorp /in/
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Foundations Investment Advisors, LLC
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Tortoise Investment Management, LLC
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Silverlake Wealth Management Llc
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Envestnet Asset Management Inc
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Occidental Asset Management, LLC
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Beacon Financial Planning, Inc
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Armstrong Advisory Group, Inc
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Huntleigh Advisors, Inc.
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Fundamentun, Llc
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Chilton Investment Co Llc
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Brookstone Capital Management
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Fortis Advisors, LLC
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CGC Financial Services, LLC
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Capital International Investors
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Beacon Capital Management, LLC
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Centerpoint Advisory Group
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Prosperity Consulting Group, LLC
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FourThought Financial Partners, LLC
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Leavell Investment Management, Inc.
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Dorsey & Whitney Trust CO LLC
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Potentia Wealth
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MFA Wealth Services
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Pineridge Advisors LLC
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Syon Capital Llc
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Premier Path Wealth Partners, LLC
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Landmark Wealth Management, LLC
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WealthCare Investment Partners, LLC
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West Branch Capital LLC
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Founders Financial Alliance, LLC
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Dynamic Advisor Solutions LLC
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JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)
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Core Wealth Advisors, Inc.
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Farmers & Merchants Trust Co of Chambersburg PA
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Red Crane Wealth Management, Llc
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Delos Wealth Advisors, LLC
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Mendel Capital Management LLC
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Carnegie Capital Asset Management, LLC
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Federation des caisses Desjardins du Quebec
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ARS Investment Partners, LLC
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Integrated Wealth Concepts LLC
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Wellington Shields Capital Management, LLC
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Demars Financial Group, LLC
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Soundwatch Capital LLC
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Private Wealth Asset Management, LLC
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ORG Partners LLC
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Fort Sheridan Advisors Llc
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Tradewinds Capital Management, LLC
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Atomi Financial Group, Inc.
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Crewe Advisors LLC
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Newbridge Financial Services Group, Inc.
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Market Street Wealth Management Advisors Llc
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Whelan Financial
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Haverford Trust Co
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Allium Financial Advisors, Llc
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Glenview Trust Co
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Pennsylvania Capital Management Inc /adv
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Curated Wealth Partners LLC
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Chicago Partners Investment Group LLC
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Willis Johnson & Associates, Inc.
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Clear Creek Financial Management, LLC
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Mendel Money Management
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Miracle Mile Advisors, LLC
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Patriot Financial Group Insurance Agency, LLC
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Citizens Financial Group Inc/ri
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Private Capital Management, LLC
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Citigroup Inc
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NewSquare Capital LLC
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Measured Wealth Private Client Group, LLC
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Neuberger Berman Group LLC
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Morton Community Bank
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Smithfield Trust Co
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Sapient Capital Llc
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Stonebridge Financial Planning Group, LLC
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Cyndeo Wealth Partners, LLC
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Ehrlich Financial Group
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Ellis Investment Partners, LLC
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First National Advisers, LLC
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Perennial Investment Advisors, LLC
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Colonial Trust Advisors
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Clarus Wealth Advisors
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Pinnacle Bancorp, Inc.
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Liberty Wealth Management Llc
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Stifel Financial Corp
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Benjamin Edwards Inc
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Whitener Capital Management, Inc.
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Robertson Stephens Wealth Management, LLC
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MGB Wealth Management, LLC
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Independence Bank of Kentucky
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Montz Harcus Wealth Management LLC
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JustInvest LLC
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OMNI 360 Wealth, Inc.
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Truist Financial Corp
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Resources Investment Advisors, LLC.
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Florida Financial Advisors, Llc
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CBIZ Investment Advisory Services, LLC
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Bedel Financial Consulting, Inc.
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Vanguard Group Inc
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Tiaa Trust, National Association
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FineMark National Bank & Trust
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Tandem Capital Management Corp /adv
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Goldstone Financial Group, LLC
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Mcdonald Partners Llc
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Fiduciary Group LLC
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Bailard, Inc.
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Founders Financial Securities Llc
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Moser Wealth Advisors, LLC
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Wells Fargo & Company/mn
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Marshall Financial Group LLC
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Baird Financial Group, Inc.
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TRUE Private Wealth Advisors
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Guidance Capital, Inc
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Gladstone Institutional Advisory LLC
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Riverbend Wealth Management, LLC
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Equitable Holdings, Inc.
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Icon Wealth Advisors, LLC
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Jackson, Grant Investment Advisers, Inc.
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Stonebrook Private Inc.
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Bank of Jackson Hole Trust
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Capital Advisors, Ltd. LLC
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Blake Schutter Theil Wealth Advisors, LLC
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Blue Bell Private Wealth Management, Llc
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First City Capital Management, Inc.
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Quadrant Capital Group Llc
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Alliance Wealth Advisors, LLC
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American Capital Advisory, LLC
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Flagship Wealth Advisors, Llc
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Bouvel Investment Partners, LLC
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Montag & Caldwell, Llc
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Capital A Wealth Management, LLC
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Vident Advisory, LLC
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Sterling Wealth Advisors Inc
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Castle Rock Wealth Management, LLC
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Vicus Capital
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Coastal Investment Advisors, Inc.
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Rise Advisors, LLC
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BOK Financial Private Wealth, Inc.
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Moneta Group Investment Advisors Llc
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Level Four Advisory Services, Llc
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Pallas Capital Advisors LLC
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Princeton Global Asset Management LLC
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MAI Capital Management
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LPL Financial LLC
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Stordahl Capital Management, Inc.
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Catalytic Wealth RIA, LLC
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Skopos Labs, Inc.
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HF Advisory Group, LLC
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West Wealth Group, LLC
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Synovus Financial Corp
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SRS Capital Advisors, Inc.
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DHJJ Financial Advisors, Ltd.
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Stratos Wealth Advisors, LLC
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Guardian Wealth Advisors, Llc / Nc
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IPG Investment Advisors LLC
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Sowell Financial Services LLC
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Rosenblum Silverman Sutton S F Inc /ca
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Perigon Wealth Management, LLC
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Parsons Capital Management Inc/ri
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Coastal Bridge Advisors, LLC
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Fmr Llc
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Squire Investment Management Company, LLC
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Capital Investment Counsel, LLC
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Sound Financial Strategies Group, LLC
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Keystone Financial Group
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Hm Payson & Co
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M&t Bank Corp
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
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Costello Asset Management, INC
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Scarborough Advisors, LLC
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Regent Peak Wealth Advisors LLC
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Sweeney & Michel, Llc
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Marcum Wealth, LLC
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Horizon Investments, LLC
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Apeiron RIA LLC
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Novem Group
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Painted Porch Advisors LLC
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BankPlus Trust Department
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Pinnacle Associates Ltd
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Texas Capital Bank Wealth Management Services Inc
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Jordan Park Group LLC
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DAVENPORT & Co LLC
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Blair William & Co/il
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Jane Street Group, Llc
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Sightline Wealth Advisors, LLC
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Mitchell Mcleod Pugh & Williams Inc
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Quad-Cities Investment Group, LLC
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New England Private Wealth Advisors LLC
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Talon Private Wealth, LLC
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Papp L Roy & Associates
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Decker Retirement Planning Inc.
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Oak Harvest Investment Services
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RDA Financial Network
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Eagle Strategies LLC
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Tactive Advisors, LLC
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Marino, Stram & Associates Llc
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Morton Brown Family Wealth, LLC
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Atlantic Trust, LLC
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Access Investment Management LLC
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HHM Wealth Advisors, LLC
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Deutsche Bank Ag\
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Drucker Wealth 3.0, LLC
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Bogart Wealth, LLC
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Paladin Advisory Group, LLC
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Harbor Investment Advisory, Llc
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Centaurus Financial, Inc.
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Wela Strategies, Inc.
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Ancora Advisors, LLC
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Gratus Wealth Advisors, LLC
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Aqr Capital Management Llc
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Atwater Malick LLC
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Glass Jacobson Investment Advisors llc
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High Falls Advisors, Inc
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Renaissance Technologies Llc
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Innovative Wealth Building LLC
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Park Avenue Securities Llc
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Arlington Trust Co LLC
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Providence Capital Advisors, LLC
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Mill Creek Capital Advisors, LLC
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CIBC Private Wealth Group, LLC
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Kerntke Otto McGlone Wealth Management Group
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Rothschild Investment Llc
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Heritage Wealth Management, Inc./Texas
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Valmark Advisers, Inc.
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GDS Wealth Management
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Brogan Financial, Inc.
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Auto-Owners Insurance Co
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WealthPLAN Partners, LLC
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Tyler-Stone Wealth Management
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LifeGoal Wealth Advisors
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Shepherd Financial Partners LLC
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Fingerlakes Wealth Management, Inc.
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Buck Wealth Strategies, LLC
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Philadelphia Trust Co
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Briaud Financial Planning, Inc
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Lee Financial Co
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Forza Wealth Management, LLC
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Private Advisor Group, LLC
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Legacy Financial Strategies, LLC
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Wbh Advisory Inc
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StoneX Group Inc.
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Insight Wealth Strategies, LLC
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Ledyard National Bank
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Rehmann Capital Advisory Group
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Steward Partners Investment Advisory, Llc
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Simon Quick Advisors, Llc
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Total Investment Management Inc
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National Asset Management, Inc.
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Modern Wealth Management, LLC
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NorthRock Partners, LLC
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Verus Capital Partners, Llc
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Echo Wealth Management, LLC
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Continuum Wealth Advisors, Llc
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Vestmark Advisory Solutions, Inc.
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Strategic Wealth Designers
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Mercer Global Advisors Inc /adv
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Cerity Partners LLC
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SP Asset Management LLC
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Two West Capital Advisors LLC
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Sachetta, LLC
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Williams Jones Wealth Management, LLC.
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Strategic Wealth Partners, Ltd.
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Boreal Capital Management LLC
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Anchor Investment Management, LLC
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Calton & Associates, Inc.
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Ascent Group, LLC
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Cambridge Financial Group, LLC
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Brown Brothers Harriman & Co
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Evermay Wealth Management Llc
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Capital Investment Advisory Services, LLC
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Castle Wealth Management Llc
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Asset Dedication, LLC
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Herold Advisors, Inc.
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Forbes Financial Planning, Inc.
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Philip James Wealth Mangement, LLC
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Holistic Planning, LLC
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Horrell Capital Management, Inc.
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Barrett & Company, Inc.
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Colonial Trust Co / SC
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Family Capital Trust Co
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Proathlete Wealth Management Llc
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DiNuzzo Private Wealth, Inc.
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D'Orazio & Associates, Inc.
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Providence First Trust Co
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Beese Fulmer Investment Management, Inc.
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Consolidated Portfolio Review Corp
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Freestone Capital Holdings, LLC
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EverSource Wealth Advisors, LLC
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Legacy Financial Advisors, Inc.
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M3 Advisory Group, LLC
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U.S. Capital Wealth Advisors, LLC
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Spire Wealth Management
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Merkkuri Wealth Advisors LLC
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Avantra Family Wealth, Inc.
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Mowery & Schoenfeld Wealth Management, LLC
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Regal Investment Advisors LLC
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PSI Advisors, LLC
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IAG Wealth Partners, LLC
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Post Resch Tallon Group Inc.
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AE Wealth Management LLC
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Principal Securities, Inc.
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Missouri Trust & Investment Co
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Cornerstone Wealth Management, LLC
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Ring Mountain Capital, LLC
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Wealthfront Advisers Llc
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Amplius Wealth Advisors, LLC
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Royal Harbor Partners, LLC
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LM Advisors LLC
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Litman Gregory Asset Management LLC
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Ridgewood Investments LLC
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Howe & Rusling Inc
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Mpwm Advisory Solutions, Llc
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Eastern Bank
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Meridian Financial, LLC
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Price T Rowe Associates Inc /md/
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Powers Advisory Group, LLC
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Bank Of America Corp /de/
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GeoWealth Management, LLC
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Vista Cima Wealth Management LLC
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River Wealth Advisors LLC
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Signaturefd, Llc
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Exchange Traded Concepts, Llc
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Annex Advisory Services, LLC
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Moller Financial Services
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Pinnacle Wealth Management Advisory Group, LLC
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Advisor Group Holdings, Inc.
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Jones Financial Companies Lllp
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IFS Advisors, LLC
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Axxcess Wealth Management, Llc
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Intellus Advisors LLC
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Davis R M Inc
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Green Harvest Asset Management LLC
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DDFG, Inc
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Rollins Financial Advisors, LLC
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VisionPoint Advisory Group, LLC
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Dagco, Inc.
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Simplicity Wealth,LLC
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Bulwark Capital Corp
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Sandy Spring Bank
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JPL Wealth Management, LLC
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GM Advisory Group, Inc.
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Regions Financial Corp
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Concurrent Investment Advisors, LLC
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St Germain D J Co Inc
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Horizon Investment Services, LLC
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Stratos Wealth Partners, LTD.
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Centurion Wealth Management LLC
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Eqis Capital Management, Inc.
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PKS Advisory Services, LLC
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Huntington National Bank
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Walkner Condon Financial Advisors LLC
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Rik Saylor Financial, Inc.
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Acute Investment Advisory, Llc
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Us Bancorp \de\
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Compass Ion Advisors, LLC
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Financial Perspectives, Inc
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Safeguard Investment Advisory Group, LLC
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TriaGen Wealth Management LLC
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Mosaic Financial Group, Llc
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Joel Isaacson & Co., LLC
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Kohmann Bosshard Financial Services, LLC
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Kingswood Wealth Advisors, Llc
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First Command Advisory Services, Inc.
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Modus Advisors, LLC
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Daymark Wealth Partners, Llc
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SageView Advisory Group, LLC
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Aprio Wealth Management, LLC
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Eastover Investment Advisors LLC
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SOUTH STATE Corp
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National Bank Of Canada /fi/
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Wealthspire Advisors, LLC
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
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Apollon Financial, LLC
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Moody National Bank Trust Division
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Cresset Asset Management, LLC
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Armis Advisers, LLC
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ProVise Management Group, LLC
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Liberty Square Wealth Partners Llc
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Hoey Investments, Inc
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WealthPlan Investment Management, LLC
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Cranbrook Wealth Management, LLC
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Signal Advisors Wealth, LLC
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Roman Butler Fullerton & Co
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W Advisors, Llc
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Bonfire Financial
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Pacific Financial Group Inc
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Sagespring Wealth Partners, Llc
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Whittier Trust Co
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Capital Advisory Group Advisory Services, LLC
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City State Bank
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Twelve Points Wealth Management LLC
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Graypoint LLC
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Winch Advisory Services, LLC
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Nottingham Advisors, Inc.
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Kathmere Capital Management, LLC
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Commonwealth Equity Services, Llc
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PFG Advisors
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TCG Advisory Services, LLC
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Capital Investment Advisors, LLC
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Invst, LLC
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HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
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One Capital Management, LLC
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IFP Advisors, Inc
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Integras Partners LLC
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Ruggaard & Associates LLC
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Hollencrest Capital Management
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Teamwork Financial Advisors, LLC
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Alteri Wealth LLC
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Stillwater Wealth Management Group
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Ameriflex Group, Inc.
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Creative Financial Designs Inc /adv
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Journey Strategic Wealth Llc
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Avidian Wealth Solutions, LLC
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Umb Bank N A/mo
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Forte Asset Management Llc
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Roble, Belko & Company, Inc
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Quest 10 Wealth Builders, Inc.
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Atlantic Union Bankshares Corp
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Cvfg Llc
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Larson Financial Group LLC
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Veracity Capital LLC
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Transce3nd, LLC
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Sanchez Wealth Management Group
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Addison Advisors LLC
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Procyon Private Wealth Partners, LLC
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Hoese & Co LLP
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Kozak & Associates, Inc.
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Key FInancial Inc
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Essex Savings Bank
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LGT Financial Advisors LLC
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Brown Advisory Inc
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Smith Anglin Financial, LLC
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Redwood Park Advisors LLC
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Apollon Wealth Management, LLC
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Titleist Asset Management, Llc
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Jpmorgan Chase & Co
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Bradley Foster & Sargent Inc/ct
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Beacon Harbor Wealth Advisors, Inc.
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Motley Fool Wealth Management, LLC
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Knightsbridge Asset Management, Llc
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Operose Advisors LLC
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Thrive Capital Management, LLC
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Brinker Capital Investments, LLC
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Community Trust & Investment Co
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Stephens Inc /ar/
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
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Noble Family Wealth, LLC
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SOA Wealth Advisors, LLC.
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Beacon Pointe Advisors, LLC
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Mark Sheptoff Financial Planning, Llc
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American Trust
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WPG Advisers, LLC
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LexAurum Advisors, LLC
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Elevate Wealth Advisory, Inc
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ASB Consultores, LLC
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Keybank National Association/oh
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Advisory Services Network, LLC
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Latitude Advisors, LLC
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Tsfg, Llc
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Dunhill Financial, LLC
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UNIVEST FINANCIAL Corp
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ADG Wealth Management Group, LLC
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Monterey Private Wealth, Inc.
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GPS Wealth Strategies Group, LLC
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Brighton Jones Llc
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Lowe Brockenbrough & Co Inc
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Sound View Wealth Advisors Group, LLC
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Wolff Wiese Magana Llc
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CIBC World Markets Inc.
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West Financial Advisors, LLC
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Element Wealth, LLC
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Pacitti Group Inc.
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Nicolet Advisory Services, Llc
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Northeast Financial Consultants Inc
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Smith Thornton Advisors LLC
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Versant Capital Management, Inc
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio
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Lazard Asset Management Llc
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Sequent Planning LLC
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LongView Wealth Management
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Roxbury Financial LLC
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Cornerstone Advisors Asset Management, Inc
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Western Wealth Management, LLC
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Ameritas Advisory Services, LLC
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Guardian Asset Advisors, LLC
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NewEdge Wealth, LLC
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Strategic Financial Concepts, LLC
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Rialto Wealth Management, LLC
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Harbor Advisory Corp /ma/
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Hunter Associates Investment Management Llc
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Summit X, LLC
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WCG Wealth Advisors LLC
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Bokf, Na
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Wolff Financial Management Llc
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Insight Advisors, LLC/ PA
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Houlihan Financial Resource Group, Ltd.
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Crews Bank & Trust
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Drive Wealth Management, Llc
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Hubbell Strickland Wealth Management, LLC
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Kestra Private Wealth Services, Llc
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Consilio Wealth Advisors, Llc
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CENTRAL TRUST Co
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Biltmore Family Office, LLC
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Gleason Group, Inc.
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Prelude Capital Management, Llc
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Avaii Wealth Management, Llc
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Advisory Alpha, LLC
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Capital Square, LLC
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Romano Brothers And Company
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Resurgent Financial Advisors LLC
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Objectivity Squared, LLC
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Perritt Capital Management Inc
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Financial Advisory Corp /ut/ /adv
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MWA Asset Management
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Legacy Trust
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BRYN MAWR TRUST Co
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Capital Market Strategies LLC
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Old Point Trust & Financial Services N A
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Fairway Financial, LLC
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Ridgecrest Wealth Partners, Llc
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Hilltop Holdings Inc.
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Sax Wealth Advisors, Llc
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HB Wealth Management, LLC
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Kcm Investment Advisors Llc
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Crumly & Associates Inc.
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Valued Wealth Advisors LLC
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Ironwood Investment Counsel, LLC
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Connecticut Wealth Management, LLC
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Russell Investments Group, Ltd.
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Pflug Koory, LLC
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Ferguson Wellman Capital Management, Inc
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Waterfront Wealth Inc.
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Beaumont Financial Advisors, LLC
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Helen Stephens Group, LLC
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Opulen Financial Group LLC
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Csenge Advisory Group
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Fwl Investment Management, Llc
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Flavin Financial Services, Inc.
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RMB Capital Management, LLC
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Summit Financial Wealth Advisors, LLC
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Evoke Wealth, Llc
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Correct Capital Wealth Management
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CX Institutional
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Silvercrest Asset Management Group Llc
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Cullen/frost Bankers, Inc.
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FSC Wealth Advisors, LLC
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Money Concepts Capital Corp
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Ethos Financial Group, LLC
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HBK Sorce Advisory LLC
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CoreCap Advisors, LLC
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Janney Montgomery Scott LLC
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Sittner & Nelson, Llc
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Investment Planning Advisors, Inc.
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Aptus Capital Advisors, LLC
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Fsb Premier Wealth Management, Inc.
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Aaron Wealth Advisors LLC
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BCU Wealth Advisors, LLC
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|
Lindbrook Capital, Llc
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Pacific Wealth Management
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Financial Partners Group, Inc
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Bell Investment Advisors, Inc
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Custos Family Office, LLC
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|
Turtle Creek Wealth Advisors, LLC
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|
Bnp Paribas Arbitrage, Sa
|
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|
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|
Quantinno Capital Management LP
|
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|
Certified Advisory Corp
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|
Counterweight Ventures, LLC
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Venture Visionary Partners LLC
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Financial Advocates Investment Management
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|
Geneos Wealth Management Inc.
|
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|
Creative Planning
|
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|
Comprehensive Financial Planning, Inc./PA
|
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|
TFR Capital, LLC.
|
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|
Yarger Wealth Strategies, Llc
|
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GSG Advisors LLC
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|
|
VestGen Advisors, LLC
|
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|
|
Exencial Wealth Advisors, Llc
|
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|
|
Acorn Financial Advisory Services Inc /adv
|
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|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I
|
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|
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|
Vermillion & White Wealth Management Group, LLC
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|
Scotia Capital Inc.
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|
Patriot Investment Management Inc.
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Adviser Investments LLC
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Captrust Financial Advisors
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|
Prism Advisors, Inc.
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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|
Investment Advisory Group, LLC
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|
Signature Estate & Investment Advisors Llc
|
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|
Susquehanna International Group, Llp
|
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|
Ulland Investment Advisors, LLC
|
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|
|
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|
Beacon Financial Advisory LLC
|
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|
|
First Bancorp, Inc /ME/
|
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|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Norden Group Llc
|
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|
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|
|
Bank of New York Mellon Corp
|
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|
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|
|
Abound Financial, Llc
|
|
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|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Leo Wealth, LLC
|
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|
|
|
