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Asset Dedication, LLC
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Rossby Financial, LCC
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Winthrop Capital Management, LLC
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Institute for Wealth Management, LLC.
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Caliber Wealth Management, LLC / KS
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Jones Financial Companies Lllp
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Halbert Hargrove Global Advisors, Llc
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Richard P Slaughter Associates Inc
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Truist Financial Corp
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Ryan Investment Management, Inc.
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Tarbox Family Office, Inc.
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Natixis Advisors, L.p.
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Citizens Financial Group Inc/ri
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BlackRock Funds III - BlackRock LifePath ESG Index Retirement Fund Class K
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Bank Of Montreal /can/
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McAdam, LLC
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Strategic Wealth Partners, Ltd.
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Brooklyn FI, LLC
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Investor's Fiduciary Advisor Network, LLC
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Bellwether Advisors, LLC
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Copperleaf Capital, LLC
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Warren Street Wealth Advisors, LLC
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Hardy Reed LLC
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Grand Wealth Management, Llc
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Snowden Capital Advisors LLC
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Financial Management Network Inc
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TriaGen Wealth Management LLC
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Mission Wealth Management, Lp
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StoneX Group Inc.
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Ancora Advisors, LLC
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Savvy Advisors, Inc.
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XY Planning Network, Inc.
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Fairway Wealth LLC
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Strategic Blueprint, LLC
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3EDGE Asset Management, LP
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Signature Estate & Investment Advisors Llc
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Financial Network Wealth Advisors LLC
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UBS Group AG
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Robertson Stephens Wealth Management, LLC
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Savant Capital, LLC
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Summit Wealth Group, LLC
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Barometer Capital Management Inc.
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Kimelman & Baird, LLC
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Sound Income Strategies, LLC
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American Capital Advisory, LLC
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Rockefeller Capital Management L.P.
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Keystone Financial Services
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EAOA - iSHARES TRUST - iShares ESG Aware Aggressive Allocation ETF
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Avantax Advisory Services, Inc.
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Envestnet Portfolio Solutions, Inc.
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Venturi Wealth Management, LLC
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Investors Research Corp
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HighTower Advisors, LLC
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West Wealth Group, LLC
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GPS Wealth Strategies Group, LLC
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Grimes & Company, Inc.
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SBI Securities Co., Ltd.
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Sharkey, Howes & Javer
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Nbt Bank N A /ny
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Larson Financial Group LLC
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EAOR - iSHARES TRUST - iShares ESG Aware Growth Allocation ETF
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Resources Investment Advisors, LLC.
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Lifelong Wealth Advisors, Inc.
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Two Sigma Securities, Llc
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White Lighthouse Investment Management Inc.
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Mount Yale Investment Advisors, LLC
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Modera Wealth Management, LLC
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Kathleen S. Wright Associates Inc.
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Haverford Trust Co
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Tortoise Investment Management, LLC
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Atomi Financial Group, Inc.
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Cutler Investment Counsel Llc
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DRW Securities, LLC
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National Bank Of Canada /fi/
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Leverty Financial Group, LLC
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Urban Financial Advisory Corp
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Quest 10 Wealth Builders, Inc.
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Beacon Capital Management, LLC
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Capital Investment Advisory Services, LLC
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Royal Bank Of Canada
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Vision Capital Management, Inc.
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RHS Financial, LLC
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MAI Capital Management
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Bailard, Inc.
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EverSource Wealth Advisors, LLC
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Hanson & Doremus Investment Management
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MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class
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Concurrent Investment Advisors, LLC
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Plum Street Advisors, LLC
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Laurel Wealth Planning LLC
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Dynamic Advisor Solutions LLC
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HB Wealth Management, LLC
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Bear Mountain Capital, Inc.
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Capitolis Liquid Global Markets LLC
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Staley Capital Advisers Inc
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Elios Financial Group Inc.
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Commerce Bank
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Capital Advantage, Inc.
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Wealth Alliance
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Morgan Stanley
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Mirae Asset Global Investments Co., Ltd.
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Thrivent Financial For Lutherans
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Evermay Wealth Management Llc
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Pathstone Holdings, LLC
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Evergreen Private Wealth LLC
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Wealthcare Advisory Partners LLC
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Wesbanco Bank Inc
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Prism Advisors, Inc.
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MainStreet Investment Advisors LLC
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Wiley Bros.-aintree Capital, Llc
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Summit X, LLC
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BlackRock Funds III - BlackRock LifePath ESG Index 2060 Fund Institutional
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Silver Oak Wealth Advisors Services, Llc
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Community Bank, N.A.
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Mercer Global Advisors Inc /adv
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Tme Financial, Inc.
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Opal Wealth Advisors, LLC
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State Of Wisconsin Investment Board
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Providence Capital Advisors, LLC
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Moller Financial Services
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Continuum Advisory, LLC
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Tiaa Trust, National Association
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Parallel Advisors, LLC
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American National Bank
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Change Path, LLC
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FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund
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Ameritas Investment Partners, Inc.
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4Thought Financial Group Inc.
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UMA Financial Services, Inc.
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Evolution Wealth Management Inc.
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Amundi
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Great Diamond Partners, LLC
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Williams & Novak, LLC
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Diversified Trust Co
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PDS Planning, Inc
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SigFig Wealth Management, LLC
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WealthPlan Investment Management, LLC
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Fiduciary Counselling Inc
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RTD Financial Advisors, Inc.
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True Link Financial Advisors, LLC
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Journey Strategic Wealth Llc
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Smart Portfolios, LLC
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Zrc Wealth Management, Llc
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Tradewinds Capital Management, LLC
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Beacon Pointe Advisors, LLC
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LifePlan Investment Advisors, Inc.
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Oliver Lagore Vanvalin Investment Group
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Pinnacle Bancorp, Inc.
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Cetera Investment Advisers
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GeoWealth Management, LLC
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Money Design Co.,Ltd.
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Global Retirement Partners, LLC
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APCM Wealth Management for Individuals
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Jordan Park Group LLC
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Captrust Financial Advisors
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Higgins & Schmidt Wealth Strategies LLC
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Garrett Investment Advisors LLC
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Park Avenue Securities Llc
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Alliancebernstein L.p.
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Wedbush Securities Inc
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Valley National Advisers Inc
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Diversify Advisory Services, LLC
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Integris Wealth Management, LLC
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Guardian Wealth Advisors, Llc / Nc
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Morris Financial Concepts, Inc.
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Affiance Financial, LLC
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Bank of New York Mellon Corp
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Mather Group, Llc.
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Neumann Capital Management, LLC
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Perennial Investment Advisors, LLC
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Acorns Advisers, LLC
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BRYN MAWR TRUST Co
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Birchbrook, Inc.
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MA Private Wealth
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Keystone Wealth Services, LLC
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C M Bidwell & Associates Ltd
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Emerald Investment Partners, Llc
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Penobscot Wealth Management
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CENTRAL TRUST Co
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CoreCap Advisors, LLC
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SRS Capital Advisors, Inc.
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Oxford Financial Group Ltd
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Stanich Group LLC
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BlackRock Funds III - BlackRock LifePath ESG Index 2070 Fund Institutional
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Koss-Olinger Consulting, LLC
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MBE Wealth Management, LLC
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Harbor Asset Planning, Inc.
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R. W. Roge & Company, Inc.
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BlackRock, Inc.
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Peak Financial Management, Inc.
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Motco
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BlackRock Funds III - BlackRock LifePath ESG Index 2050 Fund Investor A
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Curtis Advisory Group, LLC
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Cranbrook Wealth Management, LLC
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Topel & Distasi Wealth Management, LLC
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Sharper & Granite LLC
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Tudor Investment Corp Et Al
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NorthRock Partners, LLC
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JMG Financial Group, Ltd.
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Empower Advisory Group, LLC
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United Capital Financial Advisers, Llc
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Austin Private Wealth, LLC
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Private Wealth Management Group, LLC
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AlTi Global, Inc.
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rebel Financial LLC
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O'Brien Wealth Partners LLC
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Wells Fargo & Company/mn
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Northern Trust Corp
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First Foundation Advisors
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Brandywine Oak Private Wealth Llc
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Glassman Wealth Services
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Nbc Securities, Inc.
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Jpmorgan Chase & Co
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Annis Gardner Whiting Capital Advisors, LLC
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Susquehanna International Group, Llp
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Marino, Stram & Associates Llc
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Sei Investments Co
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Raymond James Financial Inc
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Umb Bank N A/mo
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Bond & Devick Financial Network, Inc.
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WealthTrak Capital Management LLC
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Pure Financial Advisors, Inc.
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Hilltop Wealth Advisors, Llc
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Renaissance Technologies Llc
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Coldstream Capital Management Inc
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Greykasell Wealth Strategies, Inc.
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BlueStem Wealth Partners, LLC
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Moneta Group Investment Advisors Llc
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Apollon Wealth Management, LLC
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One Capital Management, LLC
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Cresset Asset Management, LLC
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Janney Montgomery Scott LLC
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Dunhill Financial, LLC
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Cambridge Investment Research Advisors, Inc.
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Fiduciary Trust Co
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Whittier Trust Co Of Nevada Inc
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Sagespring Wealth Partners, Llc
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WT Wealth Management
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Smithfield Trust Co
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Armstrong, Fleming & Moore, Inc
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Capasso Planning Partners LLC
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Crux Wealth Advisors
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Concord Wealth Partners
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Bnp Paribas Arbitrage, Sa
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Ai Financial Services Llc
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Wealth Advisory Team LLC
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Wealth Architects, LLC
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AdvisorNet Financial, Inc
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SOUTH STATE Corp
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Maia Wealth LLC
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Kingsview Wealth Management, LLC
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CI Private Wealth, LLC
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BlackRock Funds III - BlackRock LifePath ESG Index 2055 Fund Investor A
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Trust Co Of Vermont
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Tempus Wealth Planning, LLC
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We Are One Seven, LLC
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Twin Peaks Wealth Advisors, LLC
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BOK Financial Private Wealth, Inc.
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Atria Wealth Solutions, Inc.
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GenTrust, LLC
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Jfs Wealth Advisors, Llc
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Founders Financial Alliance, LLC
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OLIO Financial Planning
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Bigelow Investment Advisors, LLC
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Foster Group, Inc.
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One Wealth Advisors, LLC
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Brighton Jones Llc
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Comerica Bank
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National Asset Management, Inc.
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Mascoma Wealth Management LLC
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Vontobel Holding Ltd.
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Buttonwood Financial Group, LLC
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Us Financial Advisors, Llc
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Commonwealth Equity Services, Llc
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Centerpoint Advisors, LLC
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Rogco, Lp
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Cornerstone Planning Group LLC
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Wescott Financial Advisory Group, LLC
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Quadrant Capital Group Llc
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Scarborough Advisors, LLC
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Blue Edge Capital, LLC
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Noble Wealth Management PBC
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Alesco Advisors Llc
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Private Trust Co Na
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Willow Creek Wealth Management Inc.
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Nottingham Advisors, Inc.
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Spinnaker Trust
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Atria Investments Llc
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Cwm, Llc
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AlphaCore Capital LLC
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Smartleaf Asset Management LLC
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Centennial Bank/AR/
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Creative Financial Designs Inc /adv
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Colony Group, LLC
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Keener Financial Planning LLC
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Corrigan Financial, Inc.
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Retirement Income Solutions, Inc
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Bank Of America Corp /de/
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Gen-Wealth Partners Inc
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Morton Brown Family Wealth, LLC
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Facet Wealth, Inc.
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Steward Partners Investment Advisory, Llc
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Wit, Llc
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Us Bancorp \de\
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Gould Capital, LLC
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Sand Hill Global Advisors, LLC
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Regatta Capital Group, Llc
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1 North Wealth Services Llc
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Ameriprise Financial Inc
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Cfm Wealth Partners Llc
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Mutual Advisors, LLC
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Wealth Enhancement Advisory Services, Llc
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Integrated Wealth Concepts LLC
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GWM Advisors LLC
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EAOK - iSHARES TRUST - iShares ESG Aware Conservative Allocation ETF
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Wealthfront Advisers Llc
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Farther Finance Advisors, LLC
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Kestra Advisory Services, LLC
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Cobblestone Capital Advisors Llc /ny/
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Finley Financial, LLC
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Wealthgarden F.s. Llc
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TFC Financial Management
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Eq Llc
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Ashton Thomas Private Wealth, LLC
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Macroview Investment Management Llc
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Patriot Financial Group Insurance Agency, LLC
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MJT & Associates Financial Advisory Group, Inc.
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Wealthspire Advisors, LLC
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Napatree Capital Llc
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Pensionmark Financial Group, Llc
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Brown Advisory Inc
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IMPACTfolio, LLC
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Pitcairn Co
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Stratos Wealth Partners, LTD.
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Mariner, LLC
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Forefront Analytics, LLC
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McIlrath & Eck, LLC
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Td Private Client Wealth Llc
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Apella Capital, LLC
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Schneider Downs Wealth Management Advisors, LP
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BlackRock Funds III - BlackRock LifePath ESG Index 2030 Fund Institutional
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Aaron Wealth Advisors LLC
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Iron Horse Wealth Management, LLC
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First Horizon Advisors, Inc.
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Glenmede Trust Co Na
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Bell Investment Advisors, Inc
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Stephens Consulting, LLC
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IFP Advisors, Inc
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Tompkins Financial Corp
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Massmutual Trust Co Fsb/adv
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Verus Capital Partners, Llc
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BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fund Institutional
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Ameritas Advisory Services, LLC
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Union Savings Bank
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Ameriflex Group, Inc.
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Long Run Wealth Advisors, LLC
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WFA of San Diego, LLC
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Private Advisor Group, LLC
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RW Investment Management LLC
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Pnc Financial Services Group, Inc.
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Principal Financial Group Inc
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Litman Gregory Asset Management LLC
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Trust Co
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SCS Capital Management LLC
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Flagship Harbor Advisors, Llc
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Van Hulzen Asset Management, LLC
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Baron Financial Group, LLC
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Assetmark, Inc
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Brinker Capital Investments, LLC
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BlackRock Funds III - BlackRock LifePath ESG Index 2035 Fund Institutional
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Prudential Plc
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Brookstone Capital Management
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Presilium Private Wealth, Llc
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Y-Intercept (Hong Kong) Ltd
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Midwest Trust Co
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Sigma Investment Counselors Inc
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Capital Analysts, Inc.
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Addison Advisors LLC
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First Command Advisory Services, Inc.
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GAMMA Investing LLC
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Yukon Wealth Management, Inc.
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Rothschild & Co Wealth Management UK Ltd
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Cypress Wealth Services, LLC
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Covestor Ltd
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Sensible Financial Planning & Management, LLC.
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Sage Financial Group Inc
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Theory Financial Llc
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CIBC Asset Management Inc
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Signature Resources Capital Management, LLC
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Creative Planning
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Montecito Bank & Trust
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Financial Advisory Service, Inc.
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Betterment LLC
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Aptus Capital Advisors, LLC
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FSC Wealth Advisors, LLC
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Vermillion & White Wealth Management Group, LLC
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Oregon Pacific Wealth Management, LLC
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Shotwell Rutter Baer Inc
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PFG Advisors
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Cerity Partners LLC
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CIBC Private Wealth Group, LLC
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Federation des caisses Desjardins du Quebec
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Bradley Foster & Sargent Inc/ct
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Geneos Wealth Management Inc.
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Rosenberg Matthew Hamilton
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Harbor Investment Advisory, Llc
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Opes Wealth Management LLC
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Dynamic Wealth Strategies, LLC
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Keel Point, LLC
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Ally Invest Advisors Inc.
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Horst & Graben Wealth Management LLC
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Flow Traders U.s. Llc
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Retirement Wealth Solutions LLC
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Canandaigua National Bank & Trust Co
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Kilter Group LLC
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ORG Partners LLC
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Meridian Wealth Partners, LLC
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Envestnet Asset Management Inc
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RFG Advisory, LLC
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Portland Global Advisors LLC
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Citadel Advisors Llc
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Golden State Wealth Management, LLC
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Atticus Wealth Management, Llc
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Courier Capital Llc
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Jane Street Group, Llc
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Equita Financial Network, Inc.
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Russell Investments Group, Ltd.
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WPG Advisers, LLC
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BlackRock Funds III - BlackRock LifePath ESG Index 2045 Fund Investor A
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Diversified Enterprises, LLC
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Hemington Wealth Management
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Quent Capital, LLC
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Regal Investment Advisors LLC
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Evoke Wealth, Llc
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CVA Family Office, LLC
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Tidemark, LLC
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Equitable Holdings, Inc.
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Fort Point Capital Partners LLC
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Rsm Us Wealth Management Llc
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BLB&B Advisors, LLC
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Per Stirling Capital Management, LLC.
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O'shaughnessy Asset Management, Llc
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Intergy Private Wealth, LLC
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Center for Financial Planning, Inc.
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PFG Investments, LLC
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Howe & Rusling Inc
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Bogart Wealth, LLC
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Crewe Advisors LLC
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SageView Advisory Group, LLC
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Onyx Bridge Wealth Group LLC
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Falcon Wealth Planning
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Sofi Wealth, Llc
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Trilogy Capital Inc.
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Whittier Trust Co
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Decker Retirement Planning Inc.
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Perigon Wealth Management, LLC
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Bartlett & Co. Wealth Management Llc
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Merit Financial Group, LLC
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Cape Investment Advisory, Inc.
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Glenmede Investment Management, LP
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Catalytic Wealth RIA, LLC
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Parkside Advisors LLC
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Sunbelt Securities, Inc.
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Sax Wealth Advisors, Llc
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Orion Portfolio Solutions, LLC
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|
USA Financial Portformulas Corp
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Spectrum Wealth Counsel, LLC
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|
Spire Wealth Management
|
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eCIO, Inc.
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Franklin Resources Inc
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M&t Bank Corp
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Omega Financial Group, LLC
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Weil Company, Inc.
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Balanced Rock Investment Advisor
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Citigroup Inc
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Ritholtz Wealth Management
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Harbour Investments, Inc.
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PrairieView Partners, LLC
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Cabot Wealth Management Inc
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Hughes Financial Services, LLC
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KPP Advisory Services LLC
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Principal Securities, Inc.
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Dohj, Llc
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Eqis Capital Management, Inc.
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Evergreen Capital Management Llc
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Washington Trust Bank
|
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|
BlackRock Funds III - BlackRock LifePath ESG Index 2065 Fund Investor A
|
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|
|
|
|
Heritage Wealth Advisors
|
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|
Morling Financial Advisors, LLC
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Blue Barn Wealth, LLC
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Axxcess Wealth Management, Llc
|
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|
Bokf, Na
|
|
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|
|
EAOM - iSHARES TRUST - iShares ESG Aware Moderate Allocation ETF
|
|
|
|
|
|
Old Mission Capital Llc
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Howland Capital Management Llc
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Mogy Joel R Investment Counsel Inc
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Barrett & Company, Inc.
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Twin Focus Capital Partners, Llc
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Boston Standard Wealth Management, LLC
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Elwood & Goetz Wealth Advisory Group, LLC
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Bangor Savings Bank
|
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Buckingham Strategic Partners
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Shepherd Financial Partners LLC
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3Chopt Investment Partners, LLC
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Garde Capital, Inc.
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Advisory Services Network, LLC
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Qube Research & Technologies Ltd
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|
High Note Wealth, LLC
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Advisor Group Holdings, Inc.
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|
JNBA Financial Advisors
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One Wealth Capital Management, Llc
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Mml Investors Services, Llc
|
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Miracle Mile Advisors, LLC
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Veridan Wealth LLC
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Pine Haven Investment Counsel, Inc
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Sage Advisory Services, Ltd.Co.
|
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|
Keybank National Association/oh
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|
McKinley Carter Wealth Services, Inc.
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Clarity Asset Management, Inc.
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Allworth Financial LP
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|
Northwestern Mutual Wealth Management Co
|
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|
Baird Financial Group, Inc.
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WealthCollab, LLC
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|
Choate Investment Advisors
|
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|
TD Waterhouse Canada Inc.
|
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|
Fifth Third Bancorp
|
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|
Signaturefd, Llc
|
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|
Ameraudi Asset Management, Inc.
|
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|
Transce3nd, LLC
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|
Goldman Sachs Group Inc
|
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Eastern Bank
|
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Fmr Llc
|
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|
Wrapmanager Inc
|
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|
LPL Financial LLC
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|
AE Wealth Management LLC
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|
SK Wealth Management, LLC
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|
Plancorp, LLC
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|
Key FInancial Inc
|
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|
Hsbc Holdings Plc
|
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|
|
Huntington National Bank
|
|
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|
Focus Financial Network, Inc.
|
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|
Capital A Wealth Management, LLC
|
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|
Cambridge Financial Group, LLC
|
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|
Financial Alternatives, Inc
|
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|
W Advisors, Llc
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
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|
Connecticut Wealth Management, LLC
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|
