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Duncker Streett & Co Inc
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DAVENPORT & Co LLC
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AdvisorNet Financial, Inc
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Facet Wealth, Inc.
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Activest Wealth Management
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Triumph Capital Management
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Lazard Asset Management Llc
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Calton & Associates, Inc.
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Two Sigma Investments, Lp
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Stokes Family Office, LLC
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Christopher J. Hasenberg, Inc
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Westside Investment Management, Inc.
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Stock Yards Bank & Trust Co
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Sentinus, LLC
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Calamos Advisors LLC
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Bailard, Inc.
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Prosperity Consulting Group, LLC
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Claro Advisors LLC
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Hohimer Wealth Management, Llc
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Element Pointe Advisors, Llc
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Journey Advisory Group, LLC
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Allworth Financial LP
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Financial Partners Group, Inc
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Gerber Kawasaki Wealth & Investment Management
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Fairvoy Private Wealth, LLC
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Helium Advisors LLC
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Florin Court Capital LLP
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Flow Traders U.s. Llc
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Green Harvest Asset Management LLC
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Level Four Advisory Services, Llc
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Modern Wealth Management, LLC
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Kentucky Trust Co
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Mascoma Wealth Management LLC
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Vantage Point Financial LLC
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Aspire Private Capital, LLC
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FSM Wealth Advisors, LLC
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King Luther Capital Management Corp
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TCP Asset Management, LLC
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Longview Financial Advisors, Inc.
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Blue Edge Capital, LLC
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TL Private Wealth
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White Pine Capital Llc
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Lockerman Financial Group, Inc.
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New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
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Bellwether Advisors, LLC
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Buckingham Strategic Partners
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Great Lakes Advisors, Llc
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Principal Securities, Inc.
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Midwest Trust Co
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Legacy Bridge, LLC
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F
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Capital Investment Advisory Services, LLC
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Simplicity Wealth,LLC
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Traub Capital Management LLC
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Patton Albertson Miller Group, Llc
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Barnes Dennig Private Wealth Management LLC
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Diversified Trust Co
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Insigneo Advisory Services, Llc
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Founders Capital Management
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Tradewinds Capital Management, LLC
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GEN Financial Management, INC.
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Falcon Wealth Planning
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Rossby Financial, LCC
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Ryan Investment Management, Inc.
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Vestmark Advisory Solutions, Inc.
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Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares
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Commonwealth Retirement Investments LLC
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Oarsman Capital, Inc.
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CFS Investment Advisory Services, LLC
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Edgar Lomax Co/va
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Summit X, LLC
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Yousif Capital Management, Llc
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Embree Financial Group
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Calamos Wealth Management LLC
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Plum Street Advisors, LLC
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Bessemer Group Inc
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Wsfs Capital Management, Llc
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S&co Inc
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Jackson Hole Capital Partners, LLC
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Pnc Financial Services Group, Inc.
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Iams Wealth Management, Llc
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Acas, Llc
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Boston Partners
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Key FInancial Inc
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Sonata Capital Group Inc
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Discipline Wealth Solutions, LLC
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Ascent Group, LLC
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Anderson Hoagland & Co
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Independent Solutions Wealth Management, LLC
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SYM FINANCIAL Corp
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Amundi
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Sendero Wealth Management, LLC
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First Commonwealth Financial Corp /pa/
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First Merchants Corp
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Toth Financial Advisory Corp
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M1 Capital Management LLC
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Kmg Fiduciary Partners, Llc
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Lloyd Advisory Services, LLC.
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Mayflower Financial Advisors, LLC
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Savvy Advisors, Inc.
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Efficient Advisors, LLC
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Pennsylvania Capital Management Inc /adv
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Worth Financial Advisory Group, LLC
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Correct Capital Wealth Management
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Grove Bank & Trust
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Investment Advisory Group, LLC
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Redwood Investment Management, Llc
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IHT Wealth Management, LLC
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Family Firm, Inc.
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Occidental Asset Management, LLC
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Truepoint, Inc.
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Bank OZK
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Old National Bancorp /in/
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Perigon Wealth Management, LLC
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MJT & Associates Financial Advisory Group, Inc.
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Valmark Advisers, Inc.
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Investment Partners Asset Management, Inc.
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Members Wealth Llc
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Ronald Blue Trust, Inc.
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Clark Asset Management, LLC
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FORM Wealth Advisors, LLC
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Good Life Advisors, LLC
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Semmax Financial Advisors Inc.
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Oppenheimer & Co Inc
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Sapient Capital Llc
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Flagship Harbor Advisors, Llc
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Beacon Capital Management, LLC
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Michelson Medical Research Foundation, Inc.
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Hoxton Planning & Management, LLC
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Perennial Investment Advisors, LLC
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Evergreen Capital Management Llc
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Whitcomb & Hess, Inc.
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MKT Advisors LLC
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FLP Wealth Management, LLC
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Tidemark, LLC
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Congress Wealth Management LLC / DE /
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Catalyst Private Wealth, Llc
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Global Financial Private Client, LLC
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MSH Capital Advisors LLC
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Human Investing LLC
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Alpine Bank Wealth Management
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Farmers & Merchants Trust Co of Chambersburg PA
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Kovitz Investment Group Partners, LLC
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Cahill Financial Advisors Inc
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Northern Oak Wealth Management Inc
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Atlantic Edge Private Wealth Management, LLC
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Strategic Blueprint, LLC
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Simon Quick Advisors, Llc
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Gallacher Capital Management LLC
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Trilogy Capital Inc.
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Welch & Forbes Llc
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Goelzer Investment Management, Inc.
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Scissortail Wealth Management, LLC
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Valeo Financial Advisors, LLC
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Harel Insurance Investments & Financial Services Ltd.
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Colony Family Offices, LLC
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Triad Wealth Partners, LLC
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Centurion Wealth Management LLC
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Stordahl Capital Management, Inc.
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LaSalle St. Investment Advisors, LLC
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Samalin Investment Counsel, LLC
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Eqis Capital Management, Inc.
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Coastal Investment Advisors, Inc.
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BKD Wealth Advisors, LLC
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WCG Wealth Advisors LLC
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Compass Financial Services Inc
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Beacon Financial Advisory LLC
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Wealth Preservation Advisors, LLC
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Brown, Lisle/cummings, Inc.
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Brookstone Capital Management
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Kestra Advisory Services, LLC
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Bernard Wealth Management Corp.
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Affiance Financial, LLC
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Partners in Financial Planning
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Home Federal Bank Of Tennessee
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Mesirow Financial Investment Management, Inc.
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Addison Advisors LLC
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Morris Financial Concepts, Inc.
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Sterling Investment Advisors Llc /adv
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Adviser Investments LLC
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Integrated Investment Consultants, LLC
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Dunhill Financial, LLC
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EP Wealth Advisors, Inc.
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Pittenger & Anderson Inc
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Vertex Planning Partners, LLC
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Brave Asset Management Inc
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Bartlett & Co. Wealth Management Llc
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IFC Advisors LLC
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Pillar Financial Advisors, LLC
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Essex Savings Bank
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Blackston Financial Advisory Group, LLC
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Lifeworks Advisors, LLC
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BridgePort Financial Solutions, LLC
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New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
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Commonwealth Financial Services, LLC
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Security Financial Services, INC.
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Centricity Wealth Management, LLC
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ETF Portfolio Partners, Inc.
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Magnus Financial Group LLC
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Western Pacific Wealth Management, LP
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Hirtle Callaghan & Co LLC
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Washington Trust Bank
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Diversify Advisory Services, LLC
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Wealthbridge Capital Management, Llc
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Smith Chas P & Associates Pa Cpas
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Custom Index Systems, Llc
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McGlone Suttner Wealth Management, Inc.
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Trust Co
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Absolute Capital Management, LLC
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Mosaic Financial Group, Llc
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Truefg, Llc
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Parkside Financial Bank & Trust
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XY Planning Network, Inc.
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Pathway Financial Advisors LLC
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RTD Financial Advisors, Inc.
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XML Financial, LLC
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Kcm Investment Advisors Llc
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Bank Of Stockton
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5T Wealth, LLC
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Silvercrest Asset Management Group Llc
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Townsend Asset Management Corp /nc/ /adv
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Blue Zone Wealth Advisors, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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IMA Wealth, Inc.
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TRUE Private Wealth Advisors
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HighMark Wealth Management LLC
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Fountainhead AM, LLC
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Actinver Wealth Management, Inc.
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Jpmorgan Chase & Co
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Continuum Advisory, LLC
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Gables Capital Management Inc.
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DecisionPoint Financial, LLC
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Guardian Financial Partners, LLC
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Elios Financial Group Inc.
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Sierra Capital LLC
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C2C Wealth Management, LLC
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Rockefeller Capital Management L.P.
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Smith Anglin Financial, LLC
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Moneywise, Inc.
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Avantra Family Wealth, Inc.
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Tempus Wealth Planning, LLC
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Leelyn Smith, LLC
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Koesten, Hirschmann & Crabtree, INC.
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Wellspring Financial Advisors, LLC
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Bearing Point Capital, Llc
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Integrity Alliance, Llc.
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Axis Wealth Partners, LLC
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Avidian Wealth Solutions, LLC
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Global Retirement Partners, LLC
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Red Tortoise LLC
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Fifth Third Wealth Advisors LLC
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Bangor Savings Bank
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Goodwin Investment Advisory
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One Capital Management, LLC
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Litman Gregory Asset Management LLC
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Benchmark Investment Advisors LLC
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Wbh Advisory Inc
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|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
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|
Kirtland Hills Capital Management, Llc
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Tritonpoint Wealth, Llc
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B.O.S.S. Retirement Advisors, LLC
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Spire Wealth Management
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Northwest Financial Advisors
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|
Hilltop Holdings Inc.
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|
Trust Co Of Virginia /va
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Nations Financial Group Inc, /ia/ /adv
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|
CVA Family Office, LLC
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Signal Advisors Wealth, LLC
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|
Beacon Financial Group
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Vivaldi Capital Management, LLC
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Oregon Pacific Wealth Management, LLC
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Pacific Point Advisors, LLC
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Td Private Client Wealth Llc
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Firethorn Wealth Partners, Llc
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Hutchens & Kramer Investment Management Group, LLC
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Greenleaf Trust
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NWF Advisory Services Inc.
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Fortress Private Ledger, Llc
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Vise Technologies, Inc.
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Mission Wealth Management, Lp
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Catalina Capital Group, LLC
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Bristlecone Advisors, LLC
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Merit Financial Group, LLC
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TCG Advisory Services, LLC
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Arkadios Wealth Advisors
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Financial Advisory Service, Inc.
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Benjamin Edwards Inc
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Farmers & Merchants Investments Inc
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Signature Resources Capital Management, LLC
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|
Main Street Group, LTD
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Gladstone Institutional Advisory LLC
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Midland Wealth Advisors Llc
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HighTower Advisors, LLC
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Wealthgarden F.s. Llc
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Ellevest, Inc.
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Certified Advisory Corp
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United Advisor Group, LLC
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First Trust Advisors Lp
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Fifth Third Securities, Inc.
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Tradewinds, LLC.
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|
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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|
Wedmont Private Capital
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Lifelong Wealth Advisors, Inc.
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TD Waterhouse Canada Inc.
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Charter Oak Capital Management, LLC
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Jfs Wealth Advisors, Llc
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Alliancebernstein L.p.
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United Capital Financial Advisers, Llc
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Johnson Investment Counsel Inc
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Jones Financial Companies Lllp
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Cwm, Llc
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Register Financial Advisors LLC
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Avenue 1 Advisors, LLC
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Silver Oak Advisory Group, Inc.
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Cresset Asset Management, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Capstone Triton Financial Group, LLC
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Coordinated Financial Services, Inc./CO
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Clune & Associates, Ltd.
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Thrive Wealth Management, LLC
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CarsonAllaria Wealth Management, Ltd.
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Tsfg, Llc
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Simmons Bank
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Apella Capital, LLC
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King Wealth
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Sharkey, Howes & Javer
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Sterling Financial Planning, Inc.
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Tompkins Financial Corp
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Twin Focus Capital Partners, Llc
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Capital Advisors, Ltd. LLC
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Pandora Wealth, Inc.
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Royal Bank Of Canada
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Five Oceans Advisors
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Summit Asset Management, LLC
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Team Financial Group, LLC
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Single Point Partners, LLC
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Creekmur Asset Management LLC
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GM Advisory Group, Inc.
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Williams Jones Wealth Management, LLC.
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Ritter Daniher Financial Advisory LLC / DE
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Forum Financial Management, LP
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Accelerate Investment Advisors LLC
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Fiduciary Advisors, Inc.
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Davis Selected Advisers
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Paradigm, Strategies in Wealth Management, LLC
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Knuff & Co LLC
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Nemes Rush Group LLC
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Blair William & Co/il
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Family Management Corp
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Tillman Hartley LLC
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Massachusetts Financial Services Co /ma/
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Prime Capital Investment Advisors, LLC
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Flaharty Asset Management, LLC
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Moneta Group Investment Advisors Llc
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Ameriprise Financial Inc
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OMNI 360 Wealth, Inc.
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4J Wealth Management LLC
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Westshore Wealth, LLC
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PrairieView Partners, LLC
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Coign Capital Advisors LLC
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CIBC World Markets Inc.
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First Command Advisory Services, Inc.
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SOUTH STATE Corp
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Quest Investment Management Llc
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SeaBridge Investment Advisors LLC
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Wedbush Securities Inc
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Old North State Trust, LLC
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Signature Wealth Management Partners, LLC
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Brown Brothers Harriman & Co
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Quadrant Capital Group Llc
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Lcnb Corp
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LongView Wealth Management
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Argent Trust Co
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Chapin Davis, Inc.
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Thoroughbred Financial Services, Llc
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Cubist Systematic Strategies, LLC
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Capital Square, LLC
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PBMares Wealth Management LLC
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Arcadia Wealth Management, LLC
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Mcmorgan & Co Llc
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SOA Wealth Advisors, LLC.
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Financial Enhancement Group LLC
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Optimum Investment Advisors
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Aqr Capital Management Llc
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CoreCap Advisors, LLC
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Spectrum Planning & Advisory Services Inc.
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Marietta Wealth Management, LLC
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Archford Capital Strategies, LLC
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Holistic Planning, LLC
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Putney Financial Group LLC
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HHM Wealth Advisors, LLC
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AlTi Global, Inc.
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Eldridge Investment Advisors, Inc.
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Evercore Wealth Management, LLC
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Stockman Wealth Management, Inc.
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Hallmark Capital Management Inc
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MorganRosel Wealth Management, LLC
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Financial Management Professionals, Inc.
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LTG Capital LLC
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LifePlan Investment Advisors, Inc.
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Graves-Light Private Wealth Management, Inc.
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Neumann Capital Management, LLC
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One Wealth Advisors, LLC
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Clearview Wealth Advisors LLC
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Praetorian Wealth Management, Inc.
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BTC Capital Management, Inc.
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Transform Wealth, LLC
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Total Investment Management Inc
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Burkett Financial Services, Llc
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American Investment Services, Inc.
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Global Assets Advisory, LLC
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AllSquare Wealth Management LLC
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Wealth Effects Llc
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Larson Financial Group LLC
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Amarillo National Bank
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Southern Capital Advisors, Llc
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Rsm Us Wealth Management Llc
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Versant Capital Management, Inc
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Mainstream Capital Management LLC
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Romano Brothers And Company
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Lgl Partners, Llc
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UMA Financial Services, Inc.
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Harrell Investment Partners, Llc
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Bogart Wealth, LLC
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Exencial Wealth Advisors, Llc
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REAP Financial Group, LLC
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Courage Miller Partners, LLC
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Stone House Investment Management, LLC
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Colton Groome Financial Advisors, Llc
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Gwn Securities Inc.
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Macroview Investment Management Llc
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Oxinas Partners Wealth Management LLC
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Mechanics Financial Corp
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Enzi Wealth
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Stratos Wealth Partners, LTD.
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Sowell Financial Services LLC
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Rosenberg Matthew Hamilton
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RiverFront Investment Group, LLC
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Evolution Wealth Management Inc.
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Afg Fiduciary Services Limited Partnership
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Founders Grove Wealth Partners, Llc
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Everpar Advisors Llc
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Stratos Wealth Advisors, LLC
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Stone Point Wealth LLC
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Wealthcare Advisory Partners LLC
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Jane Street Group, Llc
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Frontier Asset Management, LLC
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Maripau Wealth Management Llc
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BOK Financial Private Wealth, Inc.
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Journey Strategic Wealth Llc
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Gotham Asset Management, LLC
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LPL Financial LLC
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Towerpoint Wealth, LLC
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BlueChip Wealth Advisors LLC
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Francis Financial, Inc.
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Probity Advisors, Inc.
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Baldwin Brothers Inc/ma
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Sovran Advisors, LLC
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Resurgent Financial Advisors LLC
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Greykasell Wealth Strategies, Inc.
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Gilliland Jeter Wealth Management LLC
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Huntington National Bank
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Pallas Capital Advisors LLC
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|
Rice Partnership, LLC
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|
JustInvest LLC
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Waterway Wealth Management, LLC
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Syntegra Private Wealth Group, LLC
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Brown Wealth Management, Llc
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Strategic Equity Management
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Avantax Advisory Services, Inc.
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JB Capital LLC
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Robinson Smith Wealth Advisors Llc
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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|
St. Clair Advisors, LLC
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Infinity Wealth Counsel, LLC
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Richards, Merrill & Peterson, Inc.
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Proathlete Wealth Management Llc
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Chicago Partners Investment Group LLC
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Quattro Financial Advisors Llc
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Orion Portfolio Solutions, LLC
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DB Fitzpatrick & Co, Inc
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Sunbelt Securities, Inc.
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Morse Asset Management, Inc
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Chesapeake Wealth Management
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HBK Sorce Advisory LLC
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|
Unique Wealth, Llc
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N.E.W. Advisory Services LLC
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Grant/GrossMendelsohn, LLC
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Paladin Advisory Group, LLC
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Comerica Bank
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Focus Financial Network, Inc.
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Smith, Moore & Co.
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Madison Wealth Partners, Inc
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Zrc Wealth Management, Llc
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Financial Advisors Network, Inc.
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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RFG Advisory, LLC
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Qrg Capital Management, Inc.
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Independent Advisor Alliance
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Kohmann Bosshard Financial Services, LLC
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Shakespeare Wealth Management, Inc.
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|
Trust Co Of Vermont
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American Trust
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Foster Dykema Cabot & Partners, Llc
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SMART Wealth LLC
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Spinnaker Trust
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Punch & Associates Investment Management, Inc.
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High Net Worth Advisory Group LLC
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Peachtree Investment Partners, LLC
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|
Franklin Resources Inc
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Plan Group Financial, LLC
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Courier Capital Llc
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|
IFP Advisors, Inc
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Cary Street Partner Investment Advisory Llc
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One Wealth Capital Management, Llc
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Blankinship & Foster, LLC
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Hazlett, Burt & Watson, Inc.
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Blue Chip Partners, Inc.
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U.S. Capital Wealth Advisors, LLC
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LaFleur & Godfrey LLC
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|
Evanson Asset Management, LLC
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|
Pictet & Cie (Europe) SA
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|
Crestwood Advisors Group LLC
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|
Forte Capital Llc /adv
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Advocacy Wealth Management Services, LLC
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Russell Investments Group, Ltd.
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Mv Capital Management, Inc.
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Confluence Wealth Services, Inc.
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Canvas Wealth Advisors, LLC
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Glassman Wealth Services
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|
First National Trust Co
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|
Armstrong, Fleming & Moore, Inc
|
|
|
|
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|
Texas Capital Bank Wealth Management Services Inc
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|
Ffg Retirement Advisors Llc
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|
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|
Cottonwood Capital Advisors, Llc
|
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|
|
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|
Michels Family Financial, LLC
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|
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|
Lutz Financial Services LLC
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|
Gunma Bank,Ltd.
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|
DDFG, Inc
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|
Willis Johnson & Associates, Inc.
|
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|
Tradition Wealth Management, LLC
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|
Montecito Bank & Trust
|
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|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Cambridge Financial Group, LLC
|
|
|
|
|
|
Milestones Private Investment Advisors LLC
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
RCS Financial Planning, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
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|
|
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|
Procyon Private Wealth Partners, LLC
|
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|
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|
Independent Wealth Network Inc.
|
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|
|
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|
CI Private Wealth, LLC
|
|
|
|
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|
Verus Capital Partners, Llc
|
|
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|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Stage Harbor Financial, Llc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
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|
Edmond De Rothschild Holding S.a.
|
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|
GHP Investment Advisors, Inc.
|
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|
Raleigh Capital Management Inc.
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Financial Life Advisors
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|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
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|
|
|
|
MONECO Advisors, LLC
|
|
|
|
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|
Synergy Investment Management, LLC
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|
|
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|
FineMark National Bank & Trust
|
|
|
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|
|
Annex Advisory Services, LLC
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|
Cliftonlarsonallen Wealth Advisors, Llc
|
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|
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|
Oakworth Capital, Inc.
|
|
|
|
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|
Cranbrook Wealth Management, LLC
|
|
|
|
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|
Sageworth Trust Co of South Dakota
|
|
|
|
|
|
Grandfield & Dodd, Llc
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|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
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|
Brass Tax Wealth Management, Inc
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|
|
|
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|
Gray Private Wealth, LLC
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|
|
|
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|
New Millennium Group LLC
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|
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|
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|
Finley Financial, LLC
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|
|
|
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|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Sage Financial Group Inc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Heck Capital Advisors, LLC
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Great Valley Advisor Group, Inc.
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Endeavor Private Wealth, Inc.
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Seacrest Wealth Management, Llc
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Pure Financial Advisors, Inc.
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Nottingham Advisors, Inc.
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Webster Bank, N. A.
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Mercer Global Advisors Inc /adv
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Cornell Pochily Investment Advisors, Inc.
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Quantinno Capital Management LP
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Guyasuta Investment Advisors Inc
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Putnam Fl Investment Management Co
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Latitude Advisors, LLC
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Oxford Financial Group Ltd
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True Link Financial Advisors, LLC
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Morgan Stanley
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Prospera Financial Services Inc
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Sanibel Captiva Trust Company, Inc.
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Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
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Ferguson Wellman Capital Management, Inc
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BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Westover Capital Advisors, LLC
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Lighthouse Financial LLC
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Aprio Wealth Management, LLC
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Daymark Wealth Partners, Llc
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Campion Asset Management LLC
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Rothschild Investment Llc
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Client 1st Advisory Group, Llc
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Vista Private Wealth Partners. LLC
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New Republic Capital, LLC
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AE Wealth Management LLC
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Aspiriant, Llc
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Strategic Financial Partners, Ltd.
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Trifecta Capital Advisors, LLC
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Morgan Dempsey Capital Management Llc
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Donaldson Capital Management, Llc
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CIBC Private Wealth Group, LLC
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Blue Bell Private Wealth Management, Llc
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Eagle Strategies LLC
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Mason & Associates, LLC
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Graypoint LLC
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Seven Mile Advisory
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Bay Harbor Wealth Management, LLC
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PUREfi Wealth, LLC
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Eastern Bank
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J. Safra Sarasin Holding AG
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LFA - Lugano Financial Advisors SA
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Plancorp, LLC
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Skopos Labs, Inc.
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Hartford Financial Management Inc.
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Prosperity Planning, Inc.
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Thompson Investment Management, Inc.
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Plante Moran Financial Advisors, LLC
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Ieq Capital, Llc
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Kelly Financial Services LLC
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Market Street Wealth Management Advisors Llc
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Ingalls & Snyder Llc
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Park Avenue Securities Llc
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Astoria Strategic Wealth, Inc.
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Biltmore Family Office, LLC
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Glass Jacobson Investment Advisors llc
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Mount Yale Investment Advisors, LLC
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Lee Financial Co
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Jaffetilchin Investment Partners, LLC
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Cahaba Wealth Management, Inc.
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Garrett Investment Advisors LLC
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SFI Advisors, LLC
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Lowe Brockenbrough & Co Inc
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Bank Of America Corp /de/
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Kestra Investment Management, LLC
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Citizens Financial Group Inc/ri
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Waldron Private Wealth LLC
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Parkworth Wealth Management, Inc.
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BCU Wealth Advisors, LLC
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Mml Investors Services, Llc
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Fmr Llc
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Essex Financial Services, Inc.
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Garden State Investment Advisory Services LLC
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Marino, Stram & Associates Llc
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NorthLanding Financial Partners, LLC
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Quartz Partners, LLC
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Miracle Mile Advisors, LLC
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South Plains Financial, Inc.
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Pinnacle Bancorp, Inc.
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Saiph Capital, LLC
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Change Path, LLC
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Ascension Capital Advisors, Inc.
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Bokf, Na
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WESPAC Advisors, LLC
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Stegner Investment Associates Inc.
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Strategic Point Investment Advisors, LLC
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Axim Planning & Wealth
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Laurel Wealth Advisors LLC
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Kestra Private Wealth Services, Llc
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Signaturefd, Llc
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City State Bank
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SCS Capital Management LLC
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Empirical Asset Management, LLC
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Theory Financial Llc
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ONE Advisory Partners, LLC
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180 Wealth Advisors, Llc
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Clientfirst Wealth Management, LLC
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ShoreHaven Wealth Partners, LLC
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Matrix Private Capital Group Llc
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D.a. Davidson & Co.
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Persium Advisors, LLC
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Steward Partners Investment Advisory, Llc
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Atlantic Union Bankshares Corp
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Swmg, Llc
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Flagship Wealth Advisors, Llc
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Hilltop National Bank
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17 Capital Partners, Llc
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Cetera Trust Company, N.A
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Dakota Wealth Management
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New Age Alpha Advisors, LLC
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
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Able Wealth Management LLC
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Wescott Financial Advisory Group, LLC
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Vanguard Group Inc
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Lynch & Associates/in
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Renasant Bank
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Schnieders Capital Management Llc
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Renaissance Technologies Llc
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Keebeck Wealth Management, LLC
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HCR Wealth Advisors
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Dentgroup LLC
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Ritholtz Wealth Management
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Robertson Stephens Wealth Management, LLC
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Potentia Wealth
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
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Palouse Capital Management, Inc.
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Empower Advisory Group, LLC
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Cim, Llc
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Us Bancorp \de\
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Steel Peak Wealth Management LLC
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Invst, LLC
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Stephens Inc /ar/
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TD Capital Management LLC
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Keybank National Association/oh
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Westmount Partners, LLC
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Summit Financial Wealth Advisors, LLC
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Balboa Wealth Partners
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Capstone Wealth Management Group, Llc
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Friday Financial
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Ellis Investment Partners, LLC
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Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
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Garde Capital, Inc.
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Turim 21 Investimentos Ltda.
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Clear Investment Research, Llc
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Reynders McVeigh Capital Management, LLC
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Huntleigh Advisors, Inc.
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Fairview Capital Investment Management, Llc
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W Advisors, Llc
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Milestone Asset Management Group, LLC
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Inlight Wealth Management, LLC
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Cheviot Value Management, LLC
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Beaumont Financial Advisors, LLC
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Soltis Investment Advisors LLC
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Investment Research & Advisory Group, Inc.
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Centaurus Financial, Inc.
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Sequent Asset Management, LLC
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Clarity Capital Advisors, LLC
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First Horizon Advisors, Inc.
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Evermay Wealth Management Llc
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LJI Wealth Management, LLC
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Sather Financial Group Inc
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Pinnacle Family Advisors, LLC
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Advisors Capital Management, LLC
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Country Club Bank /gfn
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GenTrust, LLC
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Castle Wealth Management Llc
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Neuberger Berman Group LLC
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Telos Capital Management, Inc.
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New England Private Wealth Advisors LLC
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Pinney & Scofield, Inc.
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Inspirion Wealth Advisors, Llc
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Total Wealth Planning, Llc
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Alexander Randolph Advisory Inc
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Associated Banc-corp
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Johnson Financial Group, Inc.
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Aurora Private Wealth, Inc.
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Traynor Capital Management, Inc.
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Prasad Wealth Partners, LLC
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PSI Advisors, LLC
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Crescent Grove Advisors, LLC
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Harwood Advisory Group, LLC
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TAX - EA Series Trust - Cambria Tax Aware ETF
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Atwood & Palmer Inc
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Pinnacle Associates Ltd
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Bestgate Wealth Advisors, LLC
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CAPROCK Group, Inc.
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Ballast Advisors Llc
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Archer Investment Corp
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Bank of Jackson Hole Trust
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Retirement Income Solutions, Inc
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Conservest Capital Advisors, Inc.
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GDS Wealth Management
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Sterling Investment Counsel, LLC
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Fullcircle Wealth Llc
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Capital Advisors Inc/ok
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Safeguard Investment Advisory Group, LLC
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Nordwand Advisors, LLC
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Colony Group, LLC
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Fulcrum Equity Management
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CENTRAL TRUST Co
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PKS Advisory Services, LLC
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Rialto Wealth Management, LLC
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Moloney Securities Asset Management, LLC
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Evergreen Private Wealth LLC
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GAMMA Investing LLC
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Sofi Wealth, Llc
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Sargent Investment Group, LLC
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Acropolis Investment Management, LLC
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VeraBank, N.A.
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Brinker Capital Investments, LLC
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Ancora Advisors, LLC
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Level Wealth Management LLC
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American National Bank
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Murphy, Middleton, Hinkle & Parker, Inc.
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Seeds Investor Llc
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Sei Investments Co
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EverSource Wealth Advisors, LLC
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Topsail Wealth Management, LLC
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Belpointe Asset Management LLC
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World Equity Group, Inc.
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Pathstone Holdings, LLC
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Busey Wealth Management
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Newton One Investments LLC
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Beacon Financial Planning, Inc
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Archetype Wealth Partners
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DBK Financial Counsel, LLC
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Priebe Wealth Holdings LLC
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AlphaCore Capital LLC
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Creative Planning
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Apeiron RIA LLC
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RMB Capital Management, LLC
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Gradient Capital Advisors, LLC
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Middleton & Co Inc/ma
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Snowden Capital Advisors LLC
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Allstate Corp
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Brown Advisory Inc
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Advisor Group Holdings, Inc.
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Custos Family Office, LLC
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Evoke Wealth, Llc
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Glen Eagle Advisors, LLC
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WealthPlan Investment Management, LLC
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Atlanta Consulting Group Advisors, LLC
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Keystone Financial Group
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Cary Street Partners Financial Llc
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Fairway Wealth LLC
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Magnolia Capital Management Ltd
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Fourth Dimension Wealth, LLC
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Cetera Investment Advisers
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Eq Llc
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Hartland & Co., LLC
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Visionary Wealth Advisors
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Raab & Moskowitz Asset Management LLC
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Harbor Investment Advisory, Llc
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Legacy Financial Strategies, LLC
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Rodgers & Associates, LTD
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Americana Partners, LLC
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Venture Visionary Partners LLC
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Brandywine Global Investment Management, LLC
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Semus Wealth Partners LLC
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Hudson Capital Management LLC
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Curtis Advisory Group, LLC
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Tobias Financial Advisors, Inc.
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Dumont & Blake Investment Advisors Llc
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BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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|
Foundation Wealth Management, LLC\PA
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Wealth Enhancement Advisory Services, Llc
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F
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Ashton Thomas Private Wealth, LLC
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Resources Management Corp /ct/ /adv
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Baird Financial Group, Inc.
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Oliver Lagore Vanvalin Investment Group
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BancorpSouth Bank
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BankPlus Trust Department
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Peapack Gladstone Financial Corp
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Idaho Trust Bank
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Quent Capital, LLC
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Vident Advisory, LLC
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Moisand Fitzgerald Tamayo, LLC
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Stenger Family Office, LLC
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Frank, Rimerman Advisors LLC
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Kilter Group LLC
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Fiduciary Group LLC
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Greenhouse Wealth Management, LLC
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Merkkuri Wealth Advisors LLC
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Riggs Asset Managment Co. Inc.
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Vaughan David Investments Inc/il
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Shulman DeMeo Asset Management LLC
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Alesco Advisors Llc
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Consolidated Planning Corp
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Harvest Investment Services, LLC
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May Hill Capital, LLC
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Anson Capital, Inc.
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Cadinha & Co Llc
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Sandy Spring Bank
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Equitable Holdings, Inc.
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City Holding Co
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O'shaughnessy Asset Management, Llc
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L & S Advisors Inc
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BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Thomasville National Bank
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Scotia Capital Inc.
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Asset Dedication, LLC
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Detalus Advisors, LLC
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Disciplined Investments, LLC
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TSA Wealth Managment LLC
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Sonoma Private Wealth LLC
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Interactive Financial Advisors
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Bridges Investment Management Inc
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Klaas Financial Asset Advisors, LLC
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Caliber Wealth Management, LLC / KS
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McNaughton Wealth Management, LLC
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Consolidated Portfolio Review Corp
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Western Financial Corp/CA
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Citadel Advisors Llc
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Glenmede Trust Co Na
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Leslie Global Wealth, LLC
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Financial Gravity Companies, Inc.
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Cornerstone Planning Group LLC
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Apollon Financial, LLC
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TT Capital Management LLC
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Peregrine Asset Advisers, Inc.
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M&t Bank Corp
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Select Asset Management & Trust
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RKL Wealth Management LLC
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BCJ Capital Management, LLC
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Dohj, Llc
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Lantz Financial LLC
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Murphy & Mullick Capital Management Corp
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Cypress Wealth Services, LLC
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Taylor Financial Group, Inc.
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Greenwood Gearhart Inc
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Legacy Capital Group California, Inc.
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Baker Avenue Asset Management, LP
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Provident Wealth Management, LLC
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Financial Synergies Wealth Advisors, Inc.
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Fortis Group Advisors, LLC
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We Are One Seven, LLC
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Bank Of Montreal /can/
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Manchester Capital Management LLC
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Whittier Trust Co Of Nevada Inc
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Fortress Financial Group, Llc
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Principal Financial Group Inc
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BlackRock, Inc.
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Axxcess Wealth Management, Llc
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LMG Wealth Partners, LLC
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Hills Bank & Trust Co
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Lion Street Advisors, LLC
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Norden Group Llc
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Colonial Trust Co / SC
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Caitlin John, LLC
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Commerce Bank
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Regions Financial Corp
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Two West Capital Advisors LLC
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Mountain Capital Investment Advisors, Inc
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North Star Investment Management Corp.
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Narwhal Capital Management
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Wells Fargo & Company/mn
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Talisman Wealth Advisors LLC
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Okabena Investment Services Inc
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Bare Financial Services, Inc
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Union Savings Bank
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Edgestream Partners, L.P.
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Lbmc Investment Advisors, Llc
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Glenmede Investment Management, LP
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Clear Creek Financial Management, LLC
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St Germain D J Co Inc
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Trust Point Inc.
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Oak Harbor Wealth Partners, Llc
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Assetmark, Inc
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Smithfield Trust Co
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Raymond James Financial Inc
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Millington Financial Advisors, LLC
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Deutsche Bank Ag\
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Ballentine Capital Advisors, Inc
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Covenant Partners, LLC
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Mariner, LLC
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Warren Averett Asset Management, LLC
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Financial Perspectives, Inc
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Richmond Investment Services, LLC
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Barclays Plc
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ProVise Management Group, LLC
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Aviso Wealth Management
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Mmbg Investment Advisors Co.
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Salem Investment Counselors Inc
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Segment Wealth Management, LLC
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Cardiff Park Advisors, Llc
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WNY Asset Management, LLC
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Tortoise Investment Management, LLC
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Charles Schwab Investment Management Inc
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Colonial Trust Advisors
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IFG Advisory, LLC
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True Vision MN LLC
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RMG Wealth Management LLC
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Itau Unibanco Holding S.A.
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Amplius Wealth Advisors, LLC
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Bank of New York Mellon Corp
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WealthTrak Capital Management LLC
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Cullen/frost Bankers, Inc.
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Resolute Wealth Strategies, LLC
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Lee-Kelleher Wealth Management
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FSR Wealth Management Ltd.
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Armstrong Advisory Group, Inc
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Ameritas Investment Partners, Inc.
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Freestone Capital Holdings, LLC
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Pinnacle Financial Partners Inc
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National Bank Of Canada /fi/
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SJA Financial Advisory, LLC
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Ironwood Financial, llc
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Pines Wealth Management, LLC
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Bfsg, Llc
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Wealth Advisory Solutions, LLC
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Central Pacific Bank - Trust Division
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AMG National Trust Bank
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Tranquility Partners, LLC
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Yukon Wealth Management, Inc.
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Edgemoor Investment Advisors, Inc.
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Permanent Capital Management, LP
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Oxler Private Wealth LLC
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Cape Ann Savings Bank
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Mirae Asset Global Investments Co., Ltd.
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Islay Capital Management, Llc
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TrueWealth Advisors, LLC
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Truvestments Capital Llc
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One Charles Private Wealth Services, LLC
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Wealthquest Corp
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Armis Advisers, LLC
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Davis Capital Management
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Bradley Foster & Sargent Inc/ct
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Trail Ridge Investment Advisors, LLC
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Quadrant Private Wealth Management, LLC
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Gryphon Financial Partners LLC
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Wealthspire Advisors, LLC
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SkyOak Wealth, LLC
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Insight Inv LLC
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Barrett & Company, Inc.
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Professional Financial Advisors, LLC
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Investment Partners, Ltd.
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Haverford Trust Co
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Mattern Wealth Management LLC
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Avion Wealth
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Main Street Financial Solutions, LLC
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Collier Financial
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Rise Advisors, LLC
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Bnp Paribas Arbitrage, Sa
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MidAtlantic Capital Management, Inc.
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Private Wealth Asset Management, LLC
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Fund Evaluation Group, LLC
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Wood Tarver Financial Group, LLC
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Advantage Trust Co
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Providence Capital Advisors, LLC
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Founders Financial Securities Llc
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DT Investment Partners, LLC
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Atlantic Private Wealth, LLC
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Heritage Family Offices, LLP
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ADG Wealth Management Group, LLC
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EPG Wealth Management LLC
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Lakeridge Wealth Management LLC
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Aviance Capital Partners, LLC
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Fulton Bank, N.a.
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Moss Adams Wealth Advisors LLC
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GSB Wealth Management, LLC
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Capital A Wealth Management, LLC
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Creative Financial Designs Inc /adv
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United Services Automobile Association
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JNBA Financial Advisors
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Mather Group, Llc.
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Signature Estate & Investment Advisors Llc
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Nbt Bank N A /ny
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YHB Investment Advisors, Inc.
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Kapstone Financial Advisors LLC
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Lansing Street Advisors
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Gallagher Capital Advisors, LLC
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Alerus Financial Na
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Equitable Trust Co
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Veracity Capital LLC
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Tiaa Trust, National Association
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Fiduciary Alliance LLC
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McIlrath & Eck, LLC
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Bush Investment Group, Llc
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Tarbox Family Office, Inc.
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Emerald Investment Partners, Llc
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Icon Wealth Advisors, LLC
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Bank Of Hawaii
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Commonwealth Equity Services, Llc
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Newport Capital Group, LLC
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Sovereign Financial Group, Inc.
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Concorde Asset Management, LLC
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PAX Financial Group, LLC
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Parkside Advisors LLC
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Perfromance Wealth Partners, LLC
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Baker Tilly Financial, Llc
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Painted Porch Advisors LLC
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Fulton Breakefield Broenniman Llc
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SOL Capital Management CO
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MBA Advisors LLC
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Pinnacle Wealth Planning Services, Inc.
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Gateway Wealth Partners, LLC
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Fiduciary Trust Co
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Betterment LLC
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Atomi Financial Group, Inc.
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Massmutual Trust Co Fsb/adv
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Avantax Planning Partners, Inc.
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Fedenia Advisers LLC
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Processus Wealth & Capital Management, LLC
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Strategic Wealth Partners, Ltd.
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Ascent Wealth Partners, LLC
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Carnegie Capital Asset Management, LLC
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SRS Capital Advisors, Inc.
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Foundations Investment Advisors, LLC
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Awm Capital, Llc
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Csenge Advisory Group
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Cape Investment Advisory, Inc.
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Cambridge Investment Research Advisors, Inc.
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Sigma Planning Corp
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Hantz Financial Services, Inc.
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Great Point Wealth Advisors, LLC
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Horizon Wealth Management, LLC
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Orion Capital Management LLC
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Cooper Financial Group
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Siligmueller & Norvid Wealth Advisors LLC
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Rehmann Capital Advisory Group
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Hsbc Holdings Plc
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Summit Trail Advisors, Llc
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Farther Finance Advisors, LLC
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Gts Securities Llc
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Hemington Wealth Management
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Hm Payson & Co
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Accretive Wealth Partners, LLC
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Smallwood Wealth Investment Management, LLC
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Kelman-Lazarov, Inc.
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Beverly Hills Private Wealth, LLC
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Patten & Patten Inc/tn
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Canopy Partners, LLC
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Resources Investment Advisors, LLC.
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Cerity Partners LLC
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Hobbs Wealth Management, LLC
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CoreFirst Bank & Trust
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Rockwood Wealth Management, LLC
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Durante & Waters, Llc
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Front Row Advisors LLC
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J.w. Cole Advisors, Inc.
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Birch Hill Investment Advisors LLC
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Northwestern Mutual Wealth Management Co
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Transcend Wealth Collective, Llc
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Forte Asset Management Llc
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Operose Advisors LLC
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Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
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Bbr Partners, Llc
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Financial Engines Advisors L.L.C.
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Tiemann Investment Advisors, Llc
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Sigma Investment Counselors Inc
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Qube Research & Technologies Ltd
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Flagship Private Wealth, LLC
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Lpwm Llc
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Captrust Financial Advisors
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Picton Mahoney Asset Management
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Quotient Wealth Partners, LLC
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Kovack Advisors, Inc.
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Nvest Financial, LLC
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LexAurum Advisors, LLC
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Quadcap Wealth Management, LLC
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares
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Northern Trust Corp
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Woodard & Co Asset Management Group Inc /adv
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Golden State Equity Partners
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High Falls Advisors, Inc
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Element Wealth, LLC
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Leo Wealth, LLC
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LVZ Advisors, Inc.
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Chevy Chase Trust Holdings, Inc.
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Cassaday & Co Wealth Management LLC
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Atria Investments Llc
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GWM Advisors LLC
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VestGen Advisors, LLC
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Parallel Advisors, LLC
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Schneider Downs Wealth Management Advisors, LP
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First Heartland Consultants, Inc.
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Arcadia Investment Advisors Llc
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BigSur Wealth Management LLC
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Navalign, LLC
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Capital Analysts, Inc.
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GenWealth Group, Inc.
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Abound Wealth Management
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Henrickson Nauta Wealth Advisors, Inc.
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Salus Financial Advisors, LLC
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Bernardo Wealth Planning LLC
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Pensionmark Financial Group, Llc
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Mill Creek Capital Advisors, LLC
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Woodmont Investment Counsel Llc
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Asset Management Group, Inc.
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Integrated Capital Management, LLC
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Apex Wealth Management, LLC
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Bridge Generations Wealth Management Llc
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Bellevue Asset Management, Llc
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Mid-American Wealth Advisory Group, Inc.
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Corundum Group, Inc.
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Pettinga Financial Advisors, LLC
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Goldman Sachs Group Inc
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Elevated Capital Advisors, LLC
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Tyler-Stone Wealth Management
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Arete Wealth Advisors, LLC
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Evolution Wealth Advisors, LLC
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David J Yvars Group
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Per Stirling Capital Management, LLC.
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Hara Capital LLC
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Appleton Partners Inc/ma
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Tactive Advisors, LLC
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Capital Planning Advisors, LLC
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Partners Wealth Management, Llc
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Avondale Wealth Management
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Florida Financial Advisors, Llc
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Astoria Portfolio Advisors LLC.
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Founders Financial Alliance, LLC
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Atria Wealth Solutions, Inc.
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Planned Solutions, Inc.
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Hollencrest Capital Management
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Mutual Advisors, LLC
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Droms Strauss Advisors Inc /mo/ /adv
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Peoples Bank /oh
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Camelot Technology Advisors, Inc.
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Roxbury Financial LLC
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Moody Lynn & Lieberson, Llc
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Connecticut Wealth Management, LLC
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Aufman Associates Inc
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Keystone Financial Services
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My Legacy Advisors, LLC
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Clg Llc
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Bank of New Hampshire
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Regimen Wealth, Llc
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Rainey & Randall Investment Management Inc.
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Parsons Capital Management Inc/ri
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NewEdge Wealth, LLC
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Family Office Research LLC
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Ridgewood Investments LLC
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West Wealth Group, LLC
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Retirement Wealth Solutions LLC
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Family Wealth Group, LLC
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Carbahal Olsen Financial Services Group, LLC
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BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I
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Ameritas Advisory Services, LLC
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Harbor Asset Planning, Inc.
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Navis Wealth Advisors, LLC
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IPG Investment Advisors LLC
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Valpey Financial Services, LLC
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Brookwood Investment Group LLC
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Park Place Capital Corp
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Hopwood Financial Services, Inc.
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Ironwood Wealth Management, Inc.
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Joel Isaacson & Co., LLC
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Hanlon Investment Management, Inc.
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Patriot Financial Group Insurance Agency, LLC
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Coordinated Financial Services, Inc.
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Stonebridge Financial Planning Group, LLC
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Swp Financial Llc
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IFG Advisors, LLC
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Fonville Wealth Management LLC
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Fairscale Capital, LLC
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Genesee Capital Advisors, LLC
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Maia Wealth LLC
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Cherry Tree Wealth Management, LLC
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Atticus Wealth Management, Llc
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Guardian Asset Advisors, LLC
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Integrated Advisors Network LLC
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O'Connor Financial Group LLC
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Chilton Investment Co Llc
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Nicolet Bankshares Inc
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Bank Of Nova Scotia
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Western Wealth Management, LLC
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Aptus Capital Advisors, LLC
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Phillips Financial Management, Llc
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Envestnet Portfolio Solutions, Inc.
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Pinnacle Wealth Management Advisory Group, LLC
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Compagnie Lombard Odier SCmA
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Callan Family Office, LLC
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Black Cypress Capital Management, LLC
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Community Bank, N.A.
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Vista Capital Partners, Inc.
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Koss-Olinger Consulting, LLC
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Sage Mountain Advisors LLC
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Noble Family Wealth, LLC
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Umb Bank N A/mo
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Turtle Creek Wealth Advisors, LLC
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Beacon Pointe Advisors, LLC
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Strategies Wealth Advisors, LLC
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Beacon Bridge Wealth Partners, LLC
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Mitchell Mcleod Pugh & Williams Inc
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Baron Silver Stevens Financial Advisors, Llc
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Brooklyn FI, LLC
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Windward Private Wealth Management Inc.
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LGT Financial Advisors LLC
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Shared Vision Wealth Group LLC
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Field & Main Bank
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Ntv Asset Management Llc
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StoneX Group Inc.
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PFG Investments, LLC
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MAI Capital Management
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Gemmer Asset Management LLC
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Transce3nd, LLC
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Liberty Wealth Management Llc
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International Assets Investment Management, Llc
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JTC Employer Solutions Trusteee Ltd
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Signature Securities Group Corporation
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|
Banco Santander, S.A.
|
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SilverOak Wealth Management LLC
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Apollon Wealth Management, LLC
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Sachetta, LLC
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Janney Montgomery Scott LLC
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FSA Wealth Management LLC
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|
Citigroup Inc
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|
UBS Group AG
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SigFig Wealth Management, LLC
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Kwmg, Llc
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Avestar Capital, LLC
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Foundation Wealth Management, LLC
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Interchange Capital Partners, LLC
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Centerpoint Advisors, LLC
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Colorado Capital Management, Inc.
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Hilltop Wealth Advisors, Llc
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Pin Oak Investment Advisors Inc
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Cosner Financial Group, LLC
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Advisory Services Network, LLC
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Crowley Wealth Management, Inc.
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Matthew Goff Investment Advisor, LLC
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Seros Financial, LLC
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DiMeo Schneider & Associates, L.L.C.
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Pacific Financial Group Inc
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Golden State Wealth Management, LLC
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|
Anb Bank
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|
Rathbone Brothers plc
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GeoWealth Management, LLC
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Coldstream Capital Management Inc
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Wealth Dimensions Group, Ltd.
|
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|
Manchester Financial Inc
|
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|
Camden National Bank
|
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|
CX Institutional
|
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|
|
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|
Net Worth Advisory Group
|
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|
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|
Glenview Trust Co
|
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|
Portland Global Advisors LLC
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Salomon & Ludwin, LLC
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|
Wick Capital Partners, LLC
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Regatta Capital Group, Llc
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Investor's Fiduciary Advisor Network, LLC
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United Asset Strategies, Inc.
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Condor Capital Management
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Exchange Traded Concepts, Llc
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JMG Financial Group, Ltd.
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Private Advisor Group, LLC
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Belvedere Trading LLC
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First Citizens Bank & Trust Co
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WealthCollab, LLC
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Nbc Securities, Inc.
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Catalyst Financial Partners Llc
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Financial Advocates Investment Management
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Encompass Wealth Advisors, Llc
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Harbour Investments, Inc.
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Fundamentun, Llc
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Life Line Wealth Management Llc
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Coastal Bridge Advisors, LLC
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|
Black Swift Group, LLC
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|
Riverbend Wealth Management, LLC
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|
BRYN MAWR TRUST Co
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Private Wealth Management Group, LLC
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|
Garrison Bradford & Associates Inc
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|
Amara Financial, Llc.
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Crews Bank & Trust
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Moors & Cabot, Inc.
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Graney & King, LLC
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Diversified Portfolios, Inc.
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|
Susquehanna International Group, Llp
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Integrated Wealth Concepts LLC
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Summit Financial Consulting LLC
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Berkshire Money Management, Inc.
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|
Wesbanco Bank Inc
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BancFirst Trust & Investment Management
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Truist Financial Corp
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Ameriflex Group, Inc.
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|
Zions Bancorporation, National Association /ut/
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|
Geneos Wealth Management Inc.
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|
Grand Wealth Management, Llc
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|
IAG Wealth Partners, LLC
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Krs Capital Management, Llc
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Quest 10 Wealth Builders, Inc.
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|
Venturi Wealth Management, LLC
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Thoma Capital Management LLC
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|
Fifth Third Bancorp
|
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|
Federation des caisses Desjardins du Quebec
|
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|
|
|
|
Capital Investment Advisors, LLC
|
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|
|
|
|
Cambiar Investors Llc
|
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|
Farmers & Merchants Trust Co of Long Beach
|
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|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
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West Oak Capital, LLC
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|
Rik Saylor Financial, Inc.
|
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F
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Clarity Asset Management, Inc.
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Nova Wealth Management, Inc.
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|
Pacific Sage Partners, LLC
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|
Whittier Trust Co
|
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|
|
JT Stratford LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
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|
Advyzon Investment Management, LLC
|
|
|
|
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|
Forum Private Client Group LLC
|
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|
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|
Brighton Jones Llc
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|
Millstone Evans Group, LLC
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|
Kickstand Ventures, Llc.
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|
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|
NorthRock Partners, LLC
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|
1st Source Bank
|
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|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
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|
Onyx Bridge Wealth Group LLC
|
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|
|
|
|
Running Point Capital Advisors, LLC
|
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|
|
|
|
Monetary Management Group Inc
|
|
|
|
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|
Guidance Point Advisors, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
Ehrlich Financial Group
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|
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|
Gutierrez Wealth Advisory, LLC
|
|
|
|
|
|
Sage Financial Management Group, Inc.
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
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|
|
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|
PACK Private Wealth, LLC
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|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Financial Harvest, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
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|
|
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|
Weaver Consulting Group
|
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|
Sofos Investments, Inc.
|
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|
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|
Tilson Financial Group, Inc.
|
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|
McKinley Carter Wealth Services, Inc.
|
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|
|
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|
Almanack Investment Partners, LLC.
|
|
|
|
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|
Private Trust Co Na
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|
|
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|
MN Wealth Advisors, LLC
|
|
|
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|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
MA Private Wealth
|
|
|
|
|
|
Instrumental Wealth, Llc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Optivise Advisory Services LLC
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|
|
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|
Azimuth Capital Investment Management LLC
|
|
|
|
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|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
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|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
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|
|
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|
Savant Capital, LLC
|
|
|
|
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|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
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|
Wealth Alliance
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Dimension Capital Management Llc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
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|
Sequoia Financial Advisors, LLC
|
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|
Lighthouse Wealth Management Inc.
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|
Powell Investment Advisors, LLC
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|
TCI Wealth Advisors, Inc.
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|
|
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|
BIP Wealth, LLC
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|
|
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|
Guardian Wealth Advisors, LLC
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|
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|
Watts Gwilliam & Co., LLC
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|
|
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|
MCF Advisors LLC
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|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Rogco, Lp
|
|
|
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Ironwood Investment Counsel, LLC
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Sagace Wealth Management LLC
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Barnes Wealth Management Group, Inc
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Natixis Advisors, L.p.
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Arq Wealth Advisors, Llc
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Mma Asset Management Llc
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Birnam Oak Advisors, LP
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Geometric Wealth Advisors
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National Asset Management, Inc.
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Stifel Financial Corp
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Zhang Financial LLC
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Sutton Place Investors Llc
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First Western Trust Bank
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Lane & Associates LLC
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Pitcairn Co
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Patriot Investment Management Inc.
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Arlington Trust Co LLC
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Copley Financial Group, Inc.
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Lodestar Private Asset Management Llc
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VSM Wealth Advisory, LLC
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Heritage Financial Services, LLC
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Kingswood Wealth Advisors, Llc
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Security National Bank
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Integrity Wealth Solutions LLC
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Ewa, Llc
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Lindbrook Capital, Llc
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Allium Financial Advisors, Llc
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Elm Partners Management LLC
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Ballentine Partners, LLC
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Atlas Brown,Inc.
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TruNorth Capital Management, LLC
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Ausdal Financial Partners, Inc.
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First County Bank /CT/
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Fisher Asset Management, LLC
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Halbert Hargrove Global Advisors, Llc
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Stonegate Investment Group, LLC
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Pinnacle Financial Group, LLC / IL
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Crewe Advisors LLC
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