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Abel Hall, LLC
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XY Planning Network, Inc.
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Hill Investment Group Partners, LLC
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New England Private Wealth Advisors LLC
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CIBC Private Wealth Group, LLC
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LPL Financial LLC
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Prosperity Planning, Inc.
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Avant Financial Advisors LLC
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Verus Financial Partners, Inc.
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Liberty Capital Management, Inc.
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Journey Beyond Wealth, LLC
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Perigon Wealth Management, LLC
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Emerald Investment Partners, Llc
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C M Bidwell & Associates Ltd
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Baker Ellis Asset Management LLC
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Golden Bell Financial Planning LLC
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Pure Financial Advisors, Inc.
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Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class
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Advisor Group Holdings, Inc.
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Clarity Wealth Development LLC
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Collective Family Office Llc
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Northwestern Mutual Wealth Management Co
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GWM Advisors LLC
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Commonwealth Equity Services, Llc
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Financial Symmetry Inc
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Parkworth Wealth Management, Inc.
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Nautilus Advisors LLC
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Capital Group Private Client Services, Inc.
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Mercer Global Advisors Inc /adv
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BWM Planning, LLC
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Wealth Advisors Northwest LLC
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Fort Vancouver Investment Management, LLC
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Captrust Financial Advisors
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Jpmorgan Chase & Co
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TruNorth Capital Management, LLC
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MB Generational Wealth, LLC
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Orion Portfolio Solutions, LLC
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Asset Dedication, LLC
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Sterling Financial Planning, Inc.
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Longview Financial Advisors LLC
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Hanover Advisors Inc
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Rf&l Wealth Management, Llc
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Glass Jacobson Investment Advisors llc
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Schwarz Dygos Wheeler Investment Advisors Llc
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Schubert & Co
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Gradient Capital Advisors, LLC
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Friday Financial
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BKD Wealth Advisors, LLC
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Astra Wealth Partners LLC
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GeoWealth Management, LLC
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Midwest Trust Co
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Curio Wealth, Llc
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Modera Wealth Management, LLC
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Triad Wealth Partners, LLC
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Brinker Capital Investments, LLC
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Pillar Financial Advisors, LLC
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Equita Financial Network, Inc.
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Cardiff Park Advisors, Llc
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Stifel Financial Corp
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DBK Financial Counsel, LLC
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IFP Advisors, Inc
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Keyvantage Wealth, Llc
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SRS Capital Advisors, Inc.
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Spire Wealth Management
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Passive Capital Management, LLC.
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Ritholtz Wealth Management
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HMV Wealth Advisors, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Squire Investment Management Company, LLC
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PrairieView Partners, LLC
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Allworth Financial LP
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Sax Wealth Advisors, Llc
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Skopos Labs, Inc.
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Hara Capital LLC
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Cardinal Point Capital Management, ULC
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Old Mission Capital Llc
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Truist Financial Corp
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Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class
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Sequoia Financial Advisors, LLC
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Pacific Sage Partners, LLC
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Meritas Wealth Management, LLC
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Private Wealth Management Group, LLC
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Concurrent Investment Advisors, LLC
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Sandy Spring Bank
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Two West Capital Advisors LLC
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Wealthstream Advisors, Inc.
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Clarity Capital Advisors, LLC
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Fundamentun, Llc
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Mather Group, Llc.
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W.H. Cornerstone Investments Inc.
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Rather & Kittrell, Inc.
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Pathstone Holdings, LLC
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Kraft Asset Management, Llc
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Chicago Partners Investment Group LLC
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Kestra Advisory Services, LLC
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Disciplined Investments, LLC
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Simplicity Wealth,LLC
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Abacus Planning Group, Inc.
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Bedel Financial Consulting, Inc.
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Ambassador Advisors, LLC
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McMill Wealth Management
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Rehmann Capital Advisory Group
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Total Investment Management Inc
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Hassell Wealth Management, LLC
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Advyzon Investment Management, LLC
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Buckingham Strategic Partners
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Concord Wealth Partners
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Willow Creek Wealth Management Inc.
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CarsonAllaria Wealth Management, Ltd.
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HighTower Advisors, LLC
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Fischer Investment Strategies, Llc
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Warren Averett Asset Management, LLC
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Advisory Alpha, LLC
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Pinney & Scofield, Inc.
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von Borstel & Associates, Inc.
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Vestia Personal Wealth Advisors
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Bank Of America Corp /de/
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Mraz, Amerine & Associates, Inc.
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M Wealth Management, LLC
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Bayshore Asset Management, Llc
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Yeomans Consulting Group, Inc.
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Shotwell Rutter Baer Inc
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Citadel Advisors Llc
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Integrity Financial Corp /WA
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Moisand Fitzgerald Tamayo, LLC
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Capital Performance Advisors Llp
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Quantum Financial Advisors, LLC
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Dynamic Advisor Solutions LLC
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Parkshore Wealth Management, Inc.
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Harbour Investments, Inc.
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Cambridge Investment Research Advisors, Inc.
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O'shaughnessy Asset Management, Llc
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Kaufman Rossin Wealth, LLC
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Wealth Enhancement Advisory Services, Llc
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Savant Capital, LLC
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Fmr Llc
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Elevate Wealth Advisory, Inc
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Bridge Generations Wealth Management Llc
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Brighton Jones Llc
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Wescott Financial Advisory Group, LLC
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Congress Wealth Management LLC / DE /
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LJI Wealth Management, LLC
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Allegiance Financial Group Advisory Services LLC
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Efficient Advisors, LLC
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LRI Investments, LLC
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Vestment Financial LLC
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Matisse Capital
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Index Fund Advisors, Inc.
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Rockwood Wealth Management, LLC
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Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class
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CogentBlue Wealth Advisors, LLC
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Dravo Bay Llc
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Firethorn Wealth Partners, Llc
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Poinciana Advisors Group, Llc
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Samalin Investment Counsel, LLC
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BetterWealth, LLC
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Emprise Bank
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AlphaCore Capital LLC
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Northern Trust Corp
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Mml Investors Services, Llc
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Aspect Partners, LLC
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Strategic Wealth Partners, Ltd.
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Sei Investments Co
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Clear Creek Financial Management, LLC
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Cambridge Financial Group, LLC
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Colony Group, LLC
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Tru Independence Asset Management 2, Llc
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Miramar Fiduciary Corp
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Providence Capital Advisors, LLC
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Kovitz Investment Group Partners, LLC
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Betterment LLC
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Quantinno Capital Management LP
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GEN Financial Management, INC.
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Citigroup Inc
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Visionary Wealth Advisors
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SC&H Financial Advisors, Inc.
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Tortoise Investment Management, LLC
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Wright Fund Managment, LLC
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Css Llc/il
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Acorn Wealth Advisors, LLC
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Sutton Place Investors Llc
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Family CFO Inc
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Exencial Wealth Advisors, Llc
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Clune & Associates, Ltd.
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Envestnet Asset Management Inc
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Keyes, Stange & Wooten Wealth Management, LLC
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Mariner, LLC
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Capstone Wealth Management, LLC
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Morgan Stanley
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Jackson Thornton Asset Management, Llc
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Financial Harvest, LLC
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Parkwoods Wealth Partners, LLC
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RB Capital Management, LLC
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Austin Asset Management Co Inc
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SageView Advisory Group, LLC
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M Holdings Securities, Inc.
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Vestmark Advisory Solutions, Inc.
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Quadcap Wealth Management, LLC
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Steward Partners Investment Advisory, Llc
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Farther Finance Advisors, LLC
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Tillman Hartley LLC
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Wealthcare Advisory Partners LLC
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Grunden Financial Advisory, Inc.
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Mission Wealth Management, Lp
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Schoolcraft Capital LLC
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Tcfg Wealth Management, Llc
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Peirce Capital Management, LLC
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DecisionPoint Financial, LLC
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Callan Capital, LLC
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Creative Planning
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Keb Asset Management, Llc
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Henrickson Nauta Wealth Advisors, Inc.
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Beacon Pointe Advisors, LLC
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Great Oak Capital Partners, Llc
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Comerica Bank
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Lam Group, Inc.
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Premier Financial Group
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Studio Investment Management Llc
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25 Llc
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Kathleen S. Wright Associates Inc.
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ShankerValleau Wealth Advisors, Inc.
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Legacy Financial Advisors, Inc.
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JDM Financial Group LLC
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Abacus Wealth Partners, LLC
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Vannoy Advisory Group, Inc.
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Cresset Asset Management, LLC
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Breakwater Capital Group
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Jones Financial Companies Lllp
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Integrity Alliance, Llc.
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Jane Street Group, Llc
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Sensible Money, LLC
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Seaside Wealth Management, Inc.
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Accurate Wealth Management, LLC
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New Dimensions Wealth Management, LLC
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Main Street Financial Solutions, LLC
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Glen Eagle Advisors, LLC
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Hrt Financial Lp
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Janney Montgomery Scott LLC
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United Wealth Management, LLC
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Burk Holdings LLC
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Foundation Wealth Management, LLC\PA
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SYM FINANCIAL Corp
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Phillips Financial Management, Llc
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McGrath & Associates, Inc.
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Resources Investment Advisors, LLC.
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Vantage Point Financial LLC
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Fortitude Family Office, LLC
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Cwm, Llc
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Sterling Wealth Management, Inc.
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Fifth Third Bancorp
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Timonier Family Office, LTD.
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Longview Financial Advisors, Inc.
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Lazari Capital Management, Inc.
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Ark & Tlk Investments, Llc
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Brown Advisory Inc
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Harbor Asset Planning, Inc.
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Nwam Llc
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Maryland Capital Advisors Inc.
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EverSource Wealth Advisors, LLC
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Physician Wealth Solutions Inc.
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Howe & Rusling Inc
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Planning Center, Inc.
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Morton Capital Management LLC/CA
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Wealthspire Advisors, LLC
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Shearwater Capital LLC
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Del-Sette Capital Management, LLC
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Wells Fargo & Company/mn
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Morris Financial Concepts, Inc.
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Susquehanna International Group, Llp
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Gibson Capital, LLC
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Park Avenue Securities Llc
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Prudent Man Investment Management, Inc.
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Ronald Blue Trust, Inc.
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Cherry Tree Wealth Management, LLC
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Delap Wealth Advisory, Llc
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Aviance Capital Partners, LLC
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Shakespeare Wealth Management, Inc.
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Greenline Partners, LLC
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Daner Wealth Management, LLC
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Close Asset Management Ltd
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DiNuzzo Private Wealth, Inc.
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PBMares Wealth Management LLC
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Hilltop Holdings Inc.
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Rialto Wealth Management, LLC
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Claris Advisors, Llc / Mo /
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Oceanside Advisors LLC
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Gts Securities Llc
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Global Retirement Partners, LLC
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Financial Architects, LLC
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Red Lighthouse Investment Management, Llc
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Navigoe, LLC
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Stratos Wealth Partners, LTD.
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Altiora Financial Group, LLC
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Ruedi Wealth Management, Inc.
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Forum Financial Management, LP
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Great Point Wealth Advisors, LLC
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Andrews, Lucia Wealth Management Llc
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|
Bank Of Montreal /can/
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|
Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares
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RCS Financial Planning, LLC
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Axxcess Wealth Management, Llc
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Harbor Investment Advisory, Llc
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Atlantic Union Bankshares Corp
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Austin Private Wealth, LLC
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David R. Rahn & Associates Inc.
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EP Wealth Advisors, Inc.
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Putnam Fl Investment Management Co
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IFG Advisory, LLC
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Cerity Partners LLC
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Liberty Wealth Management Llc
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Dopkins Wealth Management, Llc
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RAM Investment Partners, LLC
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Porter White Investment Advisors, Inc.
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JDH Wealth Management, LLC
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Aqr Capital Management Llc
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Yardley Wealth Management LLC
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Millstone Evans Group, LLC
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Eq Wealth Advisors, Llc
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Efficient Frontier Advisors LLC
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Hemington Wealth Management
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Mills Wealth Advisors LLC
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Brady Martz Wealth Solutions, LLC
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McIlrath & Eck, LLC
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Parkside Financial Bank & Trust
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Strategic Investment Solutions, Inc. /IL
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Monograph Wealth Advisors, Llc
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Financial Engines Advisors L.L.C.
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Great Valley Advisor Group, Inc.
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Aurelius Family Office LLC
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Aegis Wealth Management LLC
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CI Private Wealth, LLC
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Quarry Hill Advisors, Llc
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Morton Brown Family Wealth, LLC
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Versant Capital Management, Inc
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Signet Financial Management, Llc
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BIP Wealth, LLC
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Royal Bank Of Canada
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|
Evanson Asset Management, LLC
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|
Integris Wealth Management, LLC
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Krilogy Financial LLC
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Valued Wealth Advisors LLC
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Greenspring Advisors, LLC
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Goldman Sachs Group Inc
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SwitchPoint Financial Planning, LLC
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Werba Rubin Papier Wealth Management
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Beaird Harris Wealth Management, LLC
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Northwest Wealth Management, Llc
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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