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Summit X, LLC
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Ameriflex Group, Inc.
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Barnes Wealth Management Group, Inc
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Janney Montgomery Scott LLC
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Breakwater Capital Group
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Apexium Financial, Lp
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Garrett Investment Advisors LLC
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IFP Advisors, Inc
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ABLE Financial Group, LLC
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Swmg, Llc
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Choice Wealth Advisors, LLC
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Goldman Sachs Group Inc
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Cwm, Llc
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D.a. Davidson & Co.
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Summit Wealth Partners, LLC
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International Assets Investment Management, Llc
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Milestone Investment Advisors LLC
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Compass Wealth Management, LLC/GA
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Crumly & Associates Inc.
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Presidio Capital Management, LLC
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Woodmont Investment Counsel Llc
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Philip James Wealth Mangement, LLC
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Opal Wealth Advisors, LLC
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Monticello Wealth Management, Llc
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Perigon Wealth Management, LLC
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Apollon Financial, LLC
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Spire Wealth Management
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Mather Group, Llc.
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Lineweaver Wealth Advisors, LLC
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Conrad Siegel Investment Advisors, Inc.
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Envestnet Portfolio Solutions, Inc.
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Hollencrest Capital Management
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Cranbrook Wealth Management, LLC
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Blair William & Co/il
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Orion Portfolio Solutions, LLC
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Marion Wealth Management
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Hennion & Walsh Asset Management, Inc.
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Leverty Financial Group, LLC
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Integrated Wealth Concepts LLC
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Abound Wealth Management
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W.H. Cornerstone Investments Inc.
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Vicus Capital
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Boston Family Office Llc
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PDS Planning, Inc
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SageView Advisory Group, LLC
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First Horizon Advisors, Inc.
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Colony Group, LLC
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Uniting Wealth Partners, LLC
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BKA Wealth Consulting, Inc.
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Northern Trust Corp
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Truist Financial Corp
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Clearwater Capital Advisors, LLC
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Lifestyle Asset Management, Inc.
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Visionary Wealth Advisors
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Resonant Capital Advisors, LLC
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Collaborative Wealth Managment Inc.
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TBH Global Asset Management, LLC
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CoreCap Advisors, LLC
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Collective Family Office Llc
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Shorepoint Capital Partners LLC
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Benjamin Edwards Inc
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Golden State Equity Partners
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Equitable Holdings, Inc.
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Jane Street Group, Llc
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Atria Investments Llc
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Avidian Wealth Solutions, LLC
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Amplius Wealth Advisors, LLC
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MBM Wealth Consultants, LLC
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AdvisorNet Financial, Inc
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Cliftonlarsonallen Wealth Advisors, Llc
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High Net Worth Advisory Group LLC
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Per Stirling Capital Management, LLC.
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Jfs Wealth Advisors, Llc
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Sofos Investments, Inc.
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Founders Financial Securities Llc
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Cahill Financial Advisors Inc
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Congress Wealth Management LLC / DE /
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West Oak Capital, LLC
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Beta Wealth Group, Inc.
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RiverFront Investment Group, LLC
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TD Capital Management LLC
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WCG Wealth Advisors LLC
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Financial Advisory Service, Inc.
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Olympus Wealth Management, Llc
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Rsm Us Wealth Management Llc
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Russell Investments Group, Ltd.
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Prospera Financial Services Inc
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Balance Wealth, LLC
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Lido Advisors, LLC
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FMA Wealth Management, LLC
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Rosenberg Matthew Hamilton
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Blue Investment Partners LLC
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BTG Pactual Asset Management US LLC
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Transform Wealth, LLC
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BKD Wealth Advisors, LLC
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BlueStem Wealth Partners, LLC
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Condor Capital Management
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CFO4Life Group, LLC
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Signature Estate & Investment Advisors Llc
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Berger Financial Group, Inc
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Comerica Bank
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BCGM Wealth Management, LLC
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Gentry Private Wealth, Llc
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United Advisor Group, LLC
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Envestnet Asset Management Inc
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Walkner Condon Financial Advisors LLC
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Morgan Stanley
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Newman Dignan & Sheerar, Inc.
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Kovitz Investment Group Partners, LLC
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Financial Strategies Group, Inc.
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USAdvisors Wealth Management, LLC
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Longview Financial Advisors LLC
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MAI Capital Management
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Mutual Advisors, LLC
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Geneos Wealth Management Inc.
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Hughes Financial Services, LLC
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Steward Partners Investment Advisory, Llc
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Trustmark National Bank Trust Department
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Elequin Capital Lp
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Cedar Point Capital Partners, LLC
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Morningstar Investment Services LLC
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HTG Investment Advisors, Inc.
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Bailard, Inc.
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Planning Directions Inc
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Wiley Bros.-aintree Capital, Llc
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Leslie Global Wealth, LLC
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Mills Wealth Advisors LLC
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Stephens Consulting, LLC
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Jacobi Capital Management LLC
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Marcum Wealth, LLC
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CVA Family Office, LLC
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WealthCare Investment Partners, LLC
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Summit Financial Strategies, Inc.
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Farther Finance Advisors, LLC
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Private Advisor Group, LLC
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Investment Planning Advisors, Inc.
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TruWealth Advisors, LLC
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Rockefeller Capital Management L.P.
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Financial Network Wealth Management LLC
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Tortoise Investment Management, LLC
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Commonwealth Equity Services, Llc
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Verus Capital Partners, Llc
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Advyzon Investment Management, LLC
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Wealth Alliance Advisory Group, LLC
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Aptus Capital Advisors, LLC
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Retirement Planning Group
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Legacy Financial Advisors, Inc.
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Huntington National Bank
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Diversified Portfolios, Inc.
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Parallel Advisors, LLC
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Cyr Financial Inc.
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Kingsview Wealth Management, LLC
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IHT Wealth Management, LLC
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Clear Point Advisors Inc.
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Nbt Bank N A /ny
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Brookwood Investment Group LLC
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LWM Advisory Services, LLC
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Royal Bank Of Canada
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Capital Analysts, Inc.
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Robertson Stephens Wealth Management, LLC
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Atomi Financial Group, Inc.
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Bartlett & Co. Wealth Management Llc
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Retirement Income Solutions, Inc
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Resources Investment Advisors, LLC.
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Kooman & Associates
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BRYN MAWR TRUST Co
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Cape Investment Advisory, Inc.
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Cary Street Partners Financial Llc
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Creative Planning
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Hazlett, Burt & Watson, Inc.
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Sand Hill Global Advisors, LLC
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Keyvantage Wealth, Llc
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Prentice Wealth Management LLC
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Fourth Dimension Wealth, LLC
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Arkadios Wealth Advisors
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St Germain D J Co Inc
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Friday Financial
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AllGen Financial Advisors, Inc.
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Apollon Wealth Management, LLC
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Ferguson Shapiro LLC
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Golden State Wealth Management, LLC
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EverSource Wealth Advisors, LLC
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Marshall Financial Group LLC
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Wealth Enhancement Advisory Services, Llc
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J.w. Cole Advisors, Inc.
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Financial Gravity Companies, Inc.
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Global Financial Private Client, LLC
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NewSquare Capital LLC
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Martin Worley Group
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Renaissance Technologies Llc
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Genesis Private Wealth, Llc
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Cerity Partners LLC
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Tiaa Trust, National Association
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Bowman & Co S.C.
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Avantax Advisory Services, Inc.
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Ameriprise Financial Inc
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Mb, Levis & Associates, Llc
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Essex Financial Services, Inc.
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Seascape Capital Management
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Vestmark Advisory Solutions, Inc.
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Helen Stephens Group, LLC
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D'Orazio & Associates, Inc.
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VestGen Advisors, LLC
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Briaud Financial Planning, Inc
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Advisor Group Holdings, Inc.
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Calton & Associates, Inc.
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LPL Financial LLC
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Bridgewater Advisors Inc.
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ORG Partners LLC
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Quadcap Wealth Management, LLC
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Firestone Capital Management
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Landmark Wealth Management, LLC
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Taylor, Cottrill, Erickson & Associates, Inc.
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Stone Point Wealth LLC
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Mariner, LLC
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IAG Wealth Partners, LLC
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Eqis Capital Management, Inc.
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Galvin, Gaustad & Stein, LLC
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Cornerstone Wealth Management, LLC
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Avantax Planning Partners, Inc.
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Bank Of America Corp /de/
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Boston Standard Wealth Management, LLC
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Meridian Financial, LLC
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Fifth Third Securities, Inc.
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Cary Street Partner Investment Advisory Llc
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Prime Capital Investment Advisors, LLC
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Kestra Advisory Services, LLC
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Financial Partners Group, Inc
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Great Valley Advisor Group, Inc.
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Keudell/Morrison Wealth Management
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Wealthcare Advisory Partners LLC
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Oakwell Private Wealth Management, LLC
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Western Wealth Management, LLC
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Level Four Advisory Services, Llc
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Smartleaf Asset Management LLC
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Larson Financial Group LLC
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Chicago Partners Investment Group LLC
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U.S. Capital Wealth Advisors, LLC
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Kestra Private Wealth Services, Llc
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Baron Silver Stevens Financial Advisors, Llc
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Jones Financial Companies Lllp
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Wells Fargo & Company/mn
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Allworth Financial LP
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Washington Trust Bank
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Cambridge Investment Research Advisors, Inc.
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Capital Advisors Wealth Management, LLC
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Baker Tilly Financial, Llc
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Commonwealth Financial Services, LLC
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Baird Financial Group, Inc.
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StoneX Group Inc.
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Lionshead Wealth Management, LLC
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Advisory Services Network, LLC
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Assetmark, Inc
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Certified Advisory Corp
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Sequoia Financial Advisors, LLC
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Saxony Capital Management, LLC
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Us Bancorp \de\
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McCarthy & Cox
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Jpmorgan Chase & Co
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Good Life Advisors, LLC
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Centurion Wealth Management LLC
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Stifel Financial Corp
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AE Wealth Management LLC
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Peapack Gladstone Financial Corp
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Higgins & Schmidt Wealth Strategies LLC
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Pnc Financial Services Group, Inc.
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Bond & Devick Financial Network, Inc.
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CENTRAL TRUST Co
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Captrust Financial Advisors
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Boothbay Fund Management, Llc
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Quadrant Capital Group Llc
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Crews Bank & Trust
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GWM Advisors LLC
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Brady Martz Wealth Solutions, LLC
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Madison Wealth Partners, Inc
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Oppenheimer & Co Inc
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Syntegra Private Wealth Group, LLC
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Mallini Complete Financial Planning LLC
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Red Mountain Financial, LLC
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Dynamic Advisor Solutions LLC
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Divergent Planning, LLC
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Family Investment Center, Inc.
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Beacon Pointe Advisors, LLC
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Financial Connections Group, Inc.
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Sigma Planning Corp
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Beaumont Financial Advisors, LLC
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Northwestern Mutual Wealth Management Co
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McAdam, LLC
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Pennsylvania Capital Management Inc /adv
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Teamwork Financial Advisors, LLC
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Axxcess Wealth Management, Llc
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Mason & Associates Inc
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Acima Private Wealth, Llc
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Asio Capital, LLC
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Bernardo Wealth Planning LLC
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HighTower Advisors, LLC
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Merit Financial Group, LLC
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Clark Capital Management Group, Inc.
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WealthTrak Capital Management LLC
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Asset Dedication, LLC
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Smith & Howard Wealth Management, LLC
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MidWestOne Financial Group, Inc.
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Private Trust Co Na
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Abacus Planning Group, Inc.
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Buck Wealth Strategies, LLC
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|
|
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Private Wealth Management Group, LLC
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Diversify Advisory Services, LLC
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Oak Hill Wealth Advisors, Llc
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Mml Investors Services, Llc
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Daymark Wealth Partners, Llc
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Savant Capital, LLC
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Hartford Financial Management Inc.
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49 Wealth Management, Llc
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Old Mission Capital Llc
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Perennial Advisors, LLC
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Brio Consultants, LLC
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First Financial Bank - Trust Division
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Invenio Wealth Partners Llc
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NewEdge Wealth, LLC
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Vista Investment Management
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Masso Torrence Wealth Management Inc.
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Wealth Preservation Advisors, LLC
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Buckingham Strategic Partners
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Brinker Capital Investments, LLC
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Savvy Advisors, Inc.
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1620 Investment Advisors, Inc.
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Intrua Financial, LLC
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Forum Private Client Group LLC
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Axis Wealth Partners, LLC
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Optima Capital Llc
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Obsidian Personal Planning Solutions LLC
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21 West Wealth Management LLC
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Dorsey & Whitney Trust CO LLC
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Bridge Generations Wealth Management Llc
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NWF Advisory Services Inc.
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Park Avenue Securities Llc
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Peterson Wealth Advisors, LLC
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Magnus Financial Group LLC
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Summit Wealth Group Llc / Co
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UBS Group AG
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Skyline Advisors, Inc.
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Cetera Investment Advisers
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Gryphon Financial Partners LLC
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Saxon Interests, Inc.
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Raymond James Financial Inc
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Lodestar Private Asset Management Llc
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NFP Retirement, Inc.
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SOUTH STATE Corp
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Ameritas Advisory Services, LLC
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G2 Capital Management, Llc / Oh
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Warren Averett Asset Management, LLC
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Global Retirement Partners, LLC
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Hill Island Financial Llc
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Sunbelt Securities, Inc.
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Chesley Taft & Associates LLC
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Silver Oak Wealth Advisors Services, Llc
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Sagespring Wealth Partners, Llc
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C M Bidwell & Associates Ltd
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SYM FINANCIAL Corp
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StrongBox Wealth, LLC
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GGM Financials LLC
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Principal Securities, Inc.
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Signature Wealth Management Partners, LLC
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