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Aspiriant, Llc
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Facet Wealth, Inc.
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Allen Capital Group, LLC
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Integrated Advisors Network LLC
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Bangor Savings Bank
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Insight Advisors, LLC/ PA
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CV Advisors LLC
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Bond & Devick Financial Network, Inc.
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Pineridge Advisors LLC
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Obsidian Personal Planning Solutions LLC
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CVA Family Office, LLC
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Windward Private Wealth Management Inc.
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MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class
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SWAN Capital LLC
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SJA Financial Advisory, LLC
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Cyr Financial Inc.
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Cypress Financial Planning Llc
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Laurel Wealth Advisors LLC
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4J Wealth Management LLC
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Equita Financial Network, Inc.
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Spire Wealth Management
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N.E.W. Advisory Services LLC
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Transcend Wealth Collective, Llc
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Aquire Wealth Advisors, LLC
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Crumly & Associates Inc.
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Stratos Wealth Partners, LTD.
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Wealth Management Resources, Inc.
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Kathleen S. Wright Associates Inc.
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Wesbanco Bank Inc
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Sowell Financial Services LLC
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Flagstone Financial Management
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Erickson Financial Group, LLC
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Keyvantage Wealth, Llc
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Cranbrook Wealth Management, LLC
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First Trust Advisors Lp
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Steward Partners Investment Advisory, Llc
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Towercrest Capital Management
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1st Source Bank
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Stone Point Wealth LLC
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Allworth Financial LP
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Capital Insight Partners, Llc
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Charter Trust Co
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LexAurum Advisors, LLC
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Janney Montgomery Scott LLC
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Evanson Asset Management, LLC
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Archetype Wealth Partners
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Synergy Financial Management, LLC
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Robinson Smith Wealth Advisors Llc
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Schmidt P J Investment Management Inc
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Hengehold Capital Management Llc
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Savvy Advisors, Inc.
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Patriot Financial Group Insurance Agency, LLC
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San Luis Wealth Advisors LLC
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Verus Wealth Management, Llc
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Alta Wealth Advisors LLC
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Traynor Capital Management, Inc.
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Abound Wealth Management
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Elequin Capital Lp
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SNS Financial Group, LLC
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Atria Investments Llc
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Fiduciary Trust Co
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LifePlan Investment Advisors, Inc.
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Cypress Wealth Services, LLC
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Parallel Advisors, LLC
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Hilltop Wealth Advisors, Llc
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Prosperity Planning, Inc.
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SevenBridge Financial Group, LLC
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Woodside Wealth Management LLC
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Bigelow Investment Advisors, LLC
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Fundamentun, Llc
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Glass Jacobson Investment Advisors llc
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GoalVest Advisory LLC
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Financial Strategies Group, Inc.
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Galvin, Gaustad & Stein, LLC
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GWM Advisors LLC
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Harbour Investment Management Llc
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United Capital Financial Advisers, Llc
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Leeward Financial Partners, LLC
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One Charles Private Wealth Services, LLC
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Cwm, Llc
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MAI Capital Management
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Kickstand Ventures, Llc.
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Arkadios Wealth Advisors
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Capital Investment Advisors, LLC
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Wiser Wealth Management, Inc
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Sincerus Advisory, LLC
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Little House Capital Llc
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Aegis Wealth Management LLC
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Pathstone Holdings, LLC
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Focus Financial Network, Inc.
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CWA Asset Management Group, LLC
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Altiora Financial Group, LLC
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Oppenheimer & Co Inc
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Northwest Wealth Management, Llc
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Cardiff Park Advisors, Llc
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Perennial Investment Advisors, LLC
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Delta Asset Management Llc/tn
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IFG Advisory, LLC
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BlueStem Wealth Partners, LLC
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First Citizens Bank & Trust Co
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MEMBERS Trust Co
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Signal Tree Financial Partners Llc
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Lindenwold Advisors
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Americana Partners, LLC
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LifeGoal Wealth Advisors
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Ackerman Capital Advisors, LLC
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Sei Investments Co
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Modera Wealth Management, LLC
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McNamara Financial Services, Inc.
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EPG Wealth Management LLC
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Merit Financial Group, LLC
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Cadent Capital Advisors, LLC
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Center for Financial Planning, Inc.
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Citadel Advisors Llc
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Diversified Enterprises, LLC
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C M Bidwell & Associates Ltd
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Ridgewood Investments LLC
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Baker Boyer National Bank
|
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Morningstar Investment Services LLC
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Csenge Advisory Group
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HCIMX - HC CAPITAL TRUST - The Intermediate Term Municipal Bond Portfolio HC Strategic Shares
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Manufacturers Life Insurance Company, The
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Liquid Strategies, LLC
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Carr Financial Group Corp
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Insight Wealth Partners, LLC
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Paladin Wealth, LLC
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Princeton Global Asset Management LLC
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Motco
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JB Capital LLC
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Valmark Advisers, Inc.
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Glenview Trust Co
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Charter Capital Management, LLC\DE
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AllSquare Wealth Management LLC
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BlackRock, Inc.
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Brady Martz Wealth Solutions, LLC
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Centiva Capital, LP
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Prairieview Wealth Partners, Llc
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American Financial Advisors, LLC
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Code Waechter LLC
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Simplex Trading, Llc
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Lpwm Llc
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Vestmark Advisory Solutions, Inc.
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Kagan Cocozza Asset Management
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Patten Group, Inc.
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Sovran Advisors, LLC
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We Are One Seven, LLC
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Aptus Capital Advisors, LLC
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Harbor Group, Inc.
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Fidelity D & D Bancorp Inc
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Beacon Financial Group
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Comerica Bank
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Able Wealth Management LLC
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First National Trust Co
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Harvey Capital Management Inc
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Pandora Wealth, Inc.
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Group One Trading, L.p.
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GPS Wealth Strategies Group, LLC
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Franklin Resources Inc
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Foster Group, Inc.
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Foguth Wealth Management, LLC.
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Rock Point Advisors, LLC
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West Financial Advisors, LLC
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Nicolet Advisory Services, Llc
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Graves-Light Private Wealth Management, Inc.
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North Capital, Inc.
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Liberty Capital Management, Inc.
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Connecticut Wealth Management, LLC
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WealthPlan Investment Management, LLC
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Grant/GrossMendelsohn, LLC
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Jones Financial Companies Lllp
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Nilsine Partners, LLC
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Power Wealth Management Llc
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Sandbox Financial Partners, LLC
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Leisure Capital Management
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Physician Wealth Solutions Inc.
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Bbr Partners, Llc
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Advisor Group Holdings, Inc.
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New Republic Capital, LLC
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Capital Advisors Wealth Management, LLC
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Morris Financial Concepts, Inc.
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PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A
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|
ESG Planning
|
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|
Certified Advisory Corp
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|
City National Bank Of Florida /msd
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TFB Advisors LLC
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|
Hilltop National Bank
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Paragon Capital Management Ltd
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Cornerstone Investment Partners, LLC
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Bridge Generations Wealth Management Llc
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Philip James Wealth Mangement, LLC
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Warren Averett Asset Management, LLC
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Aqr Capital Management Llc
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Tsfg, Llc
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Captrust Financial Advisors
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Soltis Investment Advisors LLC
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Jump Financial, LLC
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Northern Lights Fund Trust - Ocean Park Diversified Income ETF
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PFG Investments, LLC
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First International Bank & Trust
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Kingdom Financial Group LLC.
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Quotient Wealth Partners, LLC
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GEM Asset Management, LLC
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PDS Planning, Inc
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Richmond Investment Services, LLC
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Capital Advisors, Ltd. LLC
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|
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|
Gibbs Wealth Management
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|
Paladin Advisory Group, LLC
|
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|
|
Trust Co Of Virginia /va
|
|
|
|
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|
Joseph Group Capital Management
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|
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|
FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class
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|
|
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|
Acima Private Wealth, Llc
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|
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|
Martel Wealth Advisors Inc
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|
|
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|
Golden State Wealth Management, LLC
|
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|
|
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|
Texas Bank & Trust Co
|
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|
|
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|
Michael A. Dubis Financial Planning, LLC
|
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|
|
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|
Strategic Investment Advisors / MI
|
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Regal Investment Advisors LLC
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Francis Financial, Inc.
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Rappaport Reiches Capital Management, LLC
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Blue Chip Partners, Inc.
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Cumberland Advisors Inc
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Leigh Baldwin & Co., Llc
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|
Grandfield & Dodd, Llc
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Nvwm, Llc
|
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|
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|
Capasso Planning Partners LLC
|
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|
|
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|
S&t Bank/pa
|
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|
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|
State Of Wisconsin Investment Board
|
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|
Per Stirling Capital Management, LLC.
|
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|
|
|
|
Wrenne Financial Planning LLC
|
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|
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|
New Insight Wealth Advisors
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|
Gray Private Wealth, LLC
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Eley Financial Management, Inc
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Peregrine Asset Advisers, Inc.
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Financial Futures Ltd Liability Co.
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Mayflower Financial Advisors, LLC
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|
Mml Investors Services, Llc
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|
Integrated Investment Consultants, LLC
|
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|
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|
Marathon Trading Investment Management LLC
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|
Oliver Lagore Vanvalin Investment Group
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|
Heritage Wealth Management, Inc. /CA/
|
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|
|
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|
Dynasty Wealth Management, Llc
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|
Badgley Phelps Wealth Managers, LLC
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|
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|
Riverbend Wealth Management, LLC
|
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|
|
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|
VisionPoint Advisory Group, LLC
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|
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|
Western Wealth Management, LLC
|
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|
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|
Salem Investment Counselors Inc
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|
|
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|
|
PHIZX - PRUDENTIAL INVESTMENT PORTFOLIOS 4 - PGIM Muni High Income Fund Class Z
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|
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|
Willis Johnson & Associates, Inc.
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|
Firestone Capital Management
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Independent Advisor Alliance
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|
One Wealth Advisors, LLC
|
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|
|
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|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
25 Llc
|
|
|
|
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|
Hirtle Callaghan & Co LLC
|
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|
|
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HORAN Wealth, LLC
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Waterford Advisors, LLC
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Great Valley Advisor Group, Inc.
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Florin Court Capital LLP
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Kestra Investment Management, LLC
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Atria Wealth Solutions, Inc.
|
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|
Viewpoint Capital Management LLC
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Keystone Financial Services
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|
Transce3nd, LLC
|
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|
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|
Vista Investment Management
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|
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|
Retirement Capital Strategies
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|
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|
Horizon Financial Services, Llc
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|
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|
M&t Bank Corp
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|
Atlas Legacy Advisors, LLC
|
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|
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|
First PREMIER Bank
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|
Cardinal Point Capital Management, ULC
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Lodestar Private Asset Management Llc
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Pnc Financial Services Group, Inc.
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Td Private Client Wealth Llc
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Northwestern Mutual Wealth Management Co
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|
Brighton Jones Llc
|
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TruNorth Capital Management, LLC
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Davidson Trust Co
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Ameriflex Group, Inc.
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First Citizens Asset Management, Inc.
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Neuberger Berman Group LLC
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Wells Fargo & Company/mn
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|
O'shaughnessy Asset Management, Llc
|
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|
OneAscent Family Office, LLC
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|
Charter Oak Capital Management, LLC
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|
Centennial Bank/AR/
|
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|
Patton Albertson Miller Group, Llc
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Juncture Wealth Strategies, Llc
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|
Delta Financial Group, Inc.
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Financial Network Wealth Advisors LLC
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Collaborative Wealth Managment Inc.
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|
Ballentine Partners, LLC
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Gould Asset Management Llc /ca/
|
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|
Brinker Capital Investments, LLC
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|
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|
Future You Wealth Llc
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|
Spectrum Wealth Counsel, LLC
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|
Monetary Management Group Inc
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|
CBIZ Investment Advisory Services, LLC
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|
Beaumont Financial Advisors, LLC
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|
Wealth Enhancement Advisory Services, Llc
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Mill Creek Capital Advisors, LLC
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Joel Adams & Associates, Inc.
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Breakwater Investment Management
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|
Grimes & Company, Inc.
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|
Rockbridge Investment Management, LCC
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|
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Graver Capital Management, LLC
|
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Bleakley Financial Group, LLC
|
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|
Montecito Bank & Trust
|
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|
|
|
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Key FInancial Inc
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Fisher Asset Management, LLC
|
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|
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Grand Wealth Management, Llc
|
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Fermata Advisors, LLC
|
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|
Petra Financial Advisors Inc
|
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|
Shepherd Financial Partners LLC
|
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|
Canandaigua National Trust Co of Florida
|
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|
Coastline Trust Co
|
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|
NewEdge Wealth, LLC
|
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|
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Farmers National Bank
|
|
|
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ROSS\JOHNSON & Associates LLC
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Avenue 1 Advisors, LLC
|
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Afg Fiduciary Services Limited Partnership
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|
|
|
|
DNMZX - PRUDENTIAL NATIONAL MUNI FUND, INC. - PGIM NATIONAL MUNI FUND Class Z
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
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|
Cerity Partners LLC
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Rsm Us Wealth Management Llc
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Element Wealth, LLC
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North Star Investment Management Corp.
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Camarda Financial Advisors, LLC
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Partners Capital Investment Group, Llp
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Legacy Financial Strategies, LLC
|
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Proathlete Wealth Management Llc
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Williams & Novak, LLC
|
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|
Independent Wealth Network Inc.
|
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|
Rockefeller Capital Management L.P.
|
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|
Envestnet Asset Management Inc
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Bokf, Na
|
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Mirae Asset Global Investments Co., Ltd.
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Austin Wealth Management, LLC
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Brasada Capital Management, Lp
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|
Synovus Financial Corp
|
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W.G. Shaheen & Associates DBA Whitney & Co
|
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|
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Cahaba Wealth Management, Inc.
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FLP Wealth Management, LLC
|
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Slow Capital, Inc.
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Atlantic Union Bankshares Corp
|
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Acropolis Investment Management, LLC
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|
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Exencial Wealth Advisors, Llc
|
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WealthCollab, LLC
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Dean Investment Associates, Llc
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South Plains Financial, Inc.
|
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|
|
|
ELM - Series Portfolios Trust - Elm Market Navigator ETF
|
|
|
|
|
|
XML Financial, LLC
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|
|
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|
Mainsail Financial Group, LLC
|
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|
|
|
Heartwood Wealth Advisors LLC
|
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|
|
|
Advyzon Investment Management, LLC
|
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|
|
|
|
FourThought Financial Partners, LLC
|
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|
|
|
Ledyard National Bank
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
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|
|
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Founders Financial Alliance, LLC
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Diligent Investors, LLC
|
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First Horizon Advisors, Inc.
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|
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Gallacher Capital Management LLC
|
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Coldstream Capital Management Inc
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|
LPL Financial LLC
|
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|
Nisa Investment Advisors, Llc
|
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Advisory Resource Group
|
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Rainey & Randall Investment Management Inc.
|
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|
Cannon Financial Strategists, Inc.
|
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|
|
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Heritage Wealth Management, Inc./Texas
|
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Tassel Capital Management, Inc.
|
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|
|
|
|
Defined Wealth Management, Llc
|
|
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|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
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|
ASB Consultores, LLC
|
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|
|
Fortress Financial Group, Llc
|
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|
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Magnus Financial Group LLC
|
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|
|
|
Bernard Wealth Management Corp.
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Planning Alternatives Ltd /adv
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Koshinski Asset Management, Inc.
|
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|
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|
Northland Capital Management LLC
|
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Compass Financial Services Inc
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|
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|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Benchmark Wealth Management, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Assetmark, Inc
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Truist Financial Corp
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Spectrum Investment Advisors, Inc.
|
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|
BTC Capital Management, Inc.
|
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Empower Advisory Group, LLC
|
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|
CFO4Life Group, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
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|
Miracle Mile Advisors, LLC
|
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Cambridge Investment Research Advisors, Inc.
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Lgl Partners, Llc
|
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Westside Investment Management, Inc.
|
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|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
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|
Mather Group, Llc.
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Ally Invest Advisors Inc.
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Journey Beyond Wealth, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Baron Financial Group, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Regimen Wealth, Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Croban
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
City Of London Investment Management Co Ltd
|
|
|
|
|
|
Oak Wealth Advisors LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
BCO Wealth Management LLC
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Sage Financial Management Group, Inc.
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Stairway Partners, LLC
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Client First Capital LLC
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Instrumental Wealth, Llc
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Anson Capital, Inc.
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
WAVLX - Ultimus Managers Trust - Wavelength Interest Rate Neutral Fund
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Trinity Wealth Management, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Private Wealth Group, LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Cornerstone Financial Group, LLC /NE/
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Cooksen Wealth, LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Capstone Capital Wealth Advisors
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Dravo Bay Llc
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Blueprint Financial Advisors LLC
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Rye Brook Capital LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Astoria Strategic Wealth, Inc.
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Wealthcare Capital Management Llc
|
|
|
|
|
|
Arkansas Financial Group, Inc.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Columbus Macro, LLC
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Presilium Private Wealth, Llc
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Duncker Streett & Co Inc
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BKD Wealth Advisors, LLC
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Nwam Llc
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BRYN MAWR TRUST Co
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Gerber Kawasaki Wealth & Investment Management
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UBS Group AG
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Impact Capital Partners LLC
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Sigma Investment Counselors Inc
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MTM Investment Management, LLC
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Brown Advisory Inc
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Headlands Technologies LLC
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Keystone Financial Group, Inc.
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Tritonpoint Wealth, Llc
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Avid Wealth Partners LLC
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Westover Capital Advisors, LLC
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Jackson Hole Capital Partners, LLC
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AlTi Global, Inc.
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Transform Wealth, LLC
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Equitable Holdings, Inc.
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Atomi Financial Group, Inc.
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First Financial Corp /in/
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GW&K Investment Management, LLC
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Atlas Brown,Inc.
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Brucke Financial, Inc.
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Waller Financial Planning Group, Inc
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Midwest Capital Advisors, LLC
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Cornerstone Wealth Management, LLC
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LRI Investments, LLC
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Washington Trust Advisors, Inc.
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Parkside Financial Bank & Trust
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Crestwood Advisors Group LLC
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Foundation Wealth Management, LLC\PA
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Cary Street Partners Financial Llc
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Radnor Capital Management, LLC
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Royal Bank Of Canada
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Taylor, Cottrill, Erickson & Associates, Inc.
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PMIO - PGIM ETF TRUST - PGIM Municipal Income Opportunities ETF
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Patten & Patten Inc/tn
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Sage Financial Group Inc
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Advance Capital Management, Inc.
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Rinkey Investments
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Reston Wealth Management Llc
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HBK Sorce Advisory LLC
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ONE Advisory Partners, LLC
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Raleigh Capital Management Inc.
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NorthStar Asset Management LLC /NJ/
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SeaBridge Investment Advisors LLC
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Ami Investment Management Inc
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Strategic Blueprint, LLC
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Kestra Private Wealth Services, Llc
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Register Financial Advisors LLC
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Gables Capital Management Inc.
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True Vision MN LLC
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Capital A Wealth Management, LLC
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Continuum Wealth Advisors, Llc
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Beaird Harris Wealth Management, LLC
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National Asset Management, Inc.
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Traphagen Investment Advisors Llc
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Kmg Fiduciary Partners, Llc
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Continuum Advisory, LLC
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Haverford Trust Co
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Arrow Financial Corp
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Trustmark National Bank Trust Department
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Godshalk Welsh Capital Management, Inc.
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Keystone Global Partners, LLC
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Dakota Wealth Management
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Weitzel Financial Services, Inc.
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Kestra Advisory Services, LLC
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Weaver Capital Management LLC
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Blueprint Investment Partners LLC
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Rooted Wealth Advisors, Inc.
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Safir Wealth Advisors, LLC
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OMNI 360 Wealth, Inc.
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Perigon Wealth Management, LLC
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Vermillion Wealth Management, Inc.
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Graypoint LLC
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Parkworth Wealth Management, Inc.
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Vertex Planning Partners, LLC
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Greykasell Wealth Strategies, Inc.
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Choate Investment Advisors
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Parsons Capital Management Inc/ri
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Global Assets Advisory, LLC
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Gladstone Institutional Advisory LLC
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Nemes Rush Group LLC
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RMB Capital Management, LLC
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Hollencrest Capital Management
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Pinney & Scofield, Inc.
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Florida Financial Advisors, Llc
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RMR Wealth Builders
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Sagespring Wealth Partners, Llc
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IFP Advisors, Inc
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Exchange Bank
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Riggs Asset Managment Co. Inc.
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Accel Wealth Management
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Putnam Fl Investment Management Co
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Kayne Anderson Rudnick Investment Management Llc
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Vanguard Group Inc
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KFA Private Wealth Group, LLC
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FSA Advisors, Inc.
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Jim Saulnier & Associates, Llc
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Sharkey, Howes & Javer
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Financial Partners Group, Inc
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Parcion Private Wealth LLC
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Signaturefd, Llc
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Evolution Wealth Management Inc.
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NFP Retirement, Inc.
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Orion Portfolio Solutions, LLC
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Breakwater Capital Group
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Compass Capital Corp /ma/ /adv
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SOL Capital Management CO
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BSW Wealth Partners
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Tradewinds, LLC.
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Precedent Wealth Partners, Llc
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Tenret Co LLC
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Wealthgarden F.s. Llc
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Pinnacle Wealth Planning Services, Inc.
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First Financial Group Corp
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Discipline Wealth Solutions, LLC
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Townsquare Capital Llc
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Skopos Labs, Inc.
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Veracity Capital LLC
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Hiley Hunt Wealth Management
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Bessemer Group Inc
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Keebeck Wealth Management, LLC
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HighTower Advisors, LLC
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Stifel Financial Corp
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Professional Financial Advisors, LLC
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Dogwood Wealth Management LLC
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Allspring Global Investments Holdings, LLC
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Morton Brown Family Wealth, LLC
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Capital Asset Advisory Services LLC
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OneAscent Financial Services LLC
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Glen Eagle Advisors, LLC
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Integrated Wealth Concepts LLC
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Summit Financial, LLC
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Flagship Private Wealth, LLC
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Catalyst Financial Partners Llc
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Centurion Wealth Management LLC
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J.w. Cole Advisors, Inc.
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Arrowroot Family Office, LLC
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North Forty Two & Co.
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Aspire Private Capital, LLC
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L.K. Benson & Company, P.C.
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Hassell Wealth Management, LLC
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Helium Advisors LLC
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Investment Planning Advisors, Inc.
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Cambridge Capital Management, Llc
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Fiduciary Financial Group, Llc
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Keener Financial Planning LLC
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Garde Capital, Inc.
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RiverFront Investment Group, LLC
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Sound View Wealth Advisors Group, LLC
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Paul Damon & Associates, Inc.
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AE Wealth Management LLC
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Visionary Wealth Advisors
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GM Advisory Group, Inc.
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Stewardship Advisors, LLC
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Massmutual Trust Co Fsb/adv
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Life Planning Partners, Inc
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Orleans Capital Management Corp/la
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Monterey Private Wealth, Inc.
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Dohj, Llc
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PKS Advisory Services, LLC
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CENTRAL TRUST Co
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Myecfo, Llc
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Aspen Wealth Strategies, LLC
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Jacobson & Schmitt Advisors, Llc
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Ndwm Llc
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PrairieView Partners, LLC
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EverSource Wealth Advisors, LLC
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Jacobi Capital Management LLC
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Prime Capital Investment Advisors, LLC
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Elmwood Wealth Management, Inc.
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Brightwater Advisory LLC
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Stephenson & Company, Inc.
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Kingsview Wealth Management, LLC
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Investments & Financial Planning, LLC
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Garner Asset Management Corp
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Meridian Wealth Management, LLC
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Balance Wealth, LLC
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Strategic Family Wealth Counselors, L.L.C.
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North Dallas Bank & Trust Co
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Freestone Capital Holdings, LLC
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Procyon Private Wealth Partners, LLC
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Arcadia Wealth Management, LLC
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StoneX Group Inc.
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SRS Capital Advisors, Inc.
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AdvisorNet Financial, Inc
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Colony Group, LLC
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Enterprise Bank & Trust Co
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Atlantic Trust, LLC
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Wescott Financial Advisory Group, LLC
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Accredited Investor Services, Llc
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Savant Capital, LLC
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Hobart Private Capital, LLC
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Detalus Advisors, LLC
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Evensky & Katz LLC
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Asset Allocation Strategies LLC
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Ade, Llc
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Paulson Wealth Management Inc.
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Mkd Wealth Coaches, Llc
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Busey Wealth Management
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Fifth Third Bancorp
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LGT Financial Advisors LLC
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Renasant Bank
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Promus Capital, LLC
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Central Pacific Bank - Trust Division
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Summit Global Investments
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Asset Dedication, LLC
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LJI Wealth Management, LLC
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Accredited Investors Inc.
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Creative Financial Designs Inc /adv
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ORG Partners LLC
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Buckingham Strategic Partners
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Boyd Wealth Management, LLC
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United Advisor Group, LLC
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Oceanside Advisors LLC
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Haven Private, LLC
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Advocacy Wealth Management Services, LLC
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Waterloo Capital, L.P.
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Clarity Wealth Development LLC
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Wise Wealth Partners
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Bnp Paribas Arbitrage, Sa
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Harbour Investments, Inc.
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RCS Financial Planning, LLC
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Tempus Wealth Planning, LLC
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Pensionmark Financial Group, Llc
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Albion Financial Group /ut
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Brookstone Capital Management
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Envision Financial LLC
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Legacy Capital Wealth Partners, LLC
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Wright Fund Managment, LLC
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Kings Path Partners LLC
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RFG Advisory, LLC
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Manhattan West Asset Management, LLC
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Old National Bancorp /in/
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Kovitz Investment Group Partners, LLC
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Nbt Bank N A /ny
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Cullen/frost Bankers, Inc.
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Signet Financial Management, Llc
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Mesirow Financial Investment Management, Inc.
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Cornerstone Planning Group LLC
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Clifford Swan Investment Counsel Llc
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Alliance Wealth Management Group
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Sunbelt Securities, Inc.
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Interactive Financial Advisors
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Alpha Financial Partners, LLC
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CI Private Wealth, LLC
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Stage Harbor Financial, Llc
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Global Wealth Strategies & Associates
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Texas Capital Bank Wealth Management Services Inc
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Leonard Rickey Investment Advisors P.L.L.C.
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IMA Wealth, Inc.
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Forte Asset Management Llc
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Act Wealth Management, Llc
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Pillar Financial Advisors, LLC
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McAdam, LLC
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Bank Of America Corp /de/
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Resonant Capital Advisors, LLC
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Fifth Third Securities, Inc.
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National Bank Of Canada /fi/
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Oder Investment Management, LLC
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Boston Standard Wealth Management, LLC
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Brandywine Oak Private Wealth Llc
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Gateway Wealth Partners, LLC
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Verus Capital Partners, Llc
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Unified Investment Management
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Integrity Alliance, Llc.
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Forefront Analytics, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Argonautica Private Wealth Management, Inc
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Summit Financial Wealth Advisors, LLC
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Avantax Planning Partners, Inc.
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Optimum Investment Advisors
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Keeler & Nadler Financial Planning & Wealth Management
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St Germain D J Co Inc
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Warren Street Wealth Advisors, LLC
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Redwood Investment Management, Llc
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Grove Bank & Trust
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Fulton Breakefield Broenniman Llc
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Farmers Trust Co
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Hayek Kallen Investment Management
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Skyline Advisors, Inc.
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Salomon & Ludwin, LLC
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Harbor Asset Planning, Inc.
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Aprio Wealth Management, LLC
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Invst, LLC
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Efficient Advisors, LLC
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Stephens Consulting, LLC
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Brio Consultants, LLC
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CX Institutional
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Sandy Spring Bank
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Wealth Alliance
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Meritage Portfolio Management
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Orin Green Financial, LLC
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Kfg Wealth Management, Llc
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Lee Financial Co
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Bernardo Wealth Planning LLC
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Dynamic Wealth Strategies, LLC
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Atwater Malick LLC
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Ausdal Financial Partners, Inc.
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Uptown Financial Advisors LLC
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Garrett Investment Advisors LLC
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Clark Asset Management, LLC
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Caliber Wealth Management, LLC / KS
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Ahl Investment Management, Inc.
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Global Retirement Partners, LLC
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XY Planning Network, Inc.
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Symmetry Partners, LLC
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Helen Stephens Group, LLC
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Merkkuri Wealth Advisors LLC
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Gutierrez Wealth Advisory, LLC
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Bartlett & Co. Wealth Management Llc
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Wingate Wealth Advisors, Inc.
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Libra Wealth Llc
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Principal Securities, Inc.
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Lineweaver Wealth Advisors, LLC
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Keybank National Association/oh
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Provenance Wealth Advisors, LLC
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Adviser Investments LLC
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Keystone Wealth Services, LLC
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Pacifica Partners Inc.
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TSA Wealth Managment LLC
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Stephens Inc /ar/
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Brown Wealth Management, Llc
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Acorn Financial Advisory Services Inc /adv
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Park Place Capital Corp
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Pallas Capital Advisors LLC
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Mercer Global Advisors Inc /adv
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Wolff Wiese Magana Llc
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Peddock Capital Advisors, Llc
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Sterling Financial Planning, Inc.
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Steel Peak Wealth Management LLC
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Signal Advisors Wealth, LLC
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Stokes Family Office, LLC
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Canvas Wealth Advisors, LLC
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OLIO Financial Planning
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BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock National Municipal Fund Investor A
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Crux Wealth Advisors
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Client 1st Advisory Group, Llc
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Gould Capital, LLC
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Brooklyn FI, LLC
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Heritage Family Offices, LLP
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Beacon Pointe Advisors, LLC
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Qube Research & Technologies Ltd
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Webster Bank, N. A.
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Acorn Wealth Advisors, LLC
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SCS Capital Management LLC
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Hartland & Co., LLC
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High Net Worth Advisory Group LLC
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Midwest Trust Co
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Ameritas Investment Partners, Inc.
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Financial Advisory Service, Inc.
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Resources Investment Advisors, LLC.
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K2 Financial Inc.
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Hurlow Wealth Management Group, Inc.
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Commonwealth Equity Services, Llc
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Strategic Financial Services, Inc,
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Fort Point Capital Partners LLC
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Congress Asset Management Co /ma
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Relyea Zuckerberg Hanson LLC
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Parallax Volatility Advisers, L.P.
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Eaton Financial Holdings Company, LLC
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Triad Wealth Partners, LLC
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Lifeworks Advisors, LLC
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Financial Network Wealth Management LLC
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Avantax Advisory Services, Inc.
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Cahill Financial Advisors Inc
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Smartleaf Asset Management LLC
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Rogco, Lp
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Trust Co
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Lakeshore Financial Planning, Inc.
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Balentine LLC
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Watershed Private Wealth Llc
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Accurate Wealth Management, LLC
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Archford Capital Strategies, LLC
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Tilson Financial Group, Inc.
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MY Wealth Management Inc.
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HB Wealth Management, LLC
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Divergent Planning, LLC
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Advisor OS, LLC
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Summit Financial Consulting LLC
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Harbour Trust & Investment Management Co
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Clarion Wealth Managment Partners, LLC
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Allegheny Financial Group LTD
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Horan Securities, Inc.
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ABLE Financial Group, LLC
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Madison Wealth Partners, Inc
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Smithfield Trust Co
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HAP Trading, LLC
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ORG Wealth Partners, LLC
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Quantinno Capital Management LP
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Deutsche Bank Ag\
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Capital Analysts, Inc.
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Bonfire Financial
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Sutton Place Investors Llc
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Foundations Investment Advisors, LLC
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Jane Street Group, Llc
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Tortoise Investment Management, LLC
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McNaughton Wealth Management, LLC
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Investor's Fiduciary Advisor Network, LLC
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Howard Bailey Securities, Llc
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American Century Companies Inc
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Rossmore Private Capital
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Arrien Investments, Inc.
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James J. Burns & Company, LLC
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Guardian Asset Advisors, LLC
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FC Advisory LLC
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Tobias Financial Advisors, Inc.
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MorganRosel Wealth Management, LLC
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Financial Life Advisors
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GAMMA Investing LLC
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Wiley Bros.-aintree Capital, Llc
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May Hill Capital, LLC
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Wetherby Asset Management Inc
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Clarity Asset Management, Inc.
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Exchange Traded Concepts, Llc
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Armor Investment Advisors, LLC
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Midwestern Financial, LLC /IA
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Rothschild Investment Llc
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Hilltop Holdings Inc.
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Envestnet Portfolio Solutions, Inc.
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Advisory Services Network, LLC
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Gradient Investments LLC
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Vise Technologies, Inc.
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Ellevest, Inc.
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Vaughan Nelson Investment Management, L.p.
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Maseco Llp
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Private Trust Co Na
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Susquehanna International Group, Llp
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Clean Yield Group
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Northeast Financial Group, Inc.
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Ashton Thomas Private Wealth, LLC
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SPMFX - Symmetry Panoramic Trust - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares
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Idaho Trust Bank
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VestGen Advisors, LLC
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IMPACTfolio, LLC
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Baird Financial Group, Inc.
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Single Point Partners, LLC
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Forum Financial Management, LP
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BankPlus Wealth Management LLC
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TCG Advisory Services, LLC
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Goodman Advisory Group, LLC
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First American Trust, Fsb
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Heritage Financial Services, LLC
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Ellenbecker Investment Group
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APMU - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Intermediate Municipal Bond ETF
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Ellis Investment Partners, LLC
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Insight Wealth Strategies, LLC
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TCP Asset Management, LLC
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Financial Engines Advisors L.L.C.
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Riversedge Advisors, Llc
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Maridea Wealth Management LLC
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Donaldson Capital Management, Llc
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Fft Wealth Management Llc
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Millington Financial Advisors, LLC
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Truepoint, Inc.
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Redhawk Wealth Advisors, Inc.
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McKinley Carter Wealth Services, Inc.
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WFA of San Diego, LLC
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Strategies Wealth Advisors, LLC
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Cambria Investment Management, L.P.
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Private Wealth Asset Management, LLC
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Forza Wealth Management, LLC
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Wakefield Asset Management LLLP
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Gen-Wealth Partners Inc
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Two West Capital Advisors LLC
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Kanawha Capital Management Llc
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U.S. Capital Wealth Advisors, LLC
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Certus Wealth Management, LLC
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Seacrest Wealth Management, Llc
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Midwest Financial Group LLC
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Emerald Investment Partners, Llc
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QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF
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Sheets Smith Wealth Management
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Copperleaf Capital, LLC
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BCGM Wealth Management, LLC
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Edgemoor Investment Advisors, Inc.
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Verdence Capital Advisors LLC
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CIBC Private Wealth Group, LLC
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LifeWealth Investments, LLC
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Roundview Capital LLC
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Hm Payson & Co
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Nbc Securities, Inc.
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Stone House Investment Management, LLC
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Johnson Financial Group, Inc.
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Citigroup Inc
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Stablepoint Partners, LLC
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Tull Financial Group, Inc.
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Pflug Koory, LLC
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Premier Path Wealth Partners, LLC
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Guidance Capital, Inc
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Whitcomb & Hess, Inc.
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TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class
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GFS Advisors, LLC
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Argent Trust Co
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Phillips Financial Management, Llc
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Atticus Wealth Management, Llc
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Retirement Investment Advisors, Inc.
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Bank Of Montreal /can/
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KM Capital Management Ltd.
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Capital Advisors Inc/ok
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Evolution Wealth Advisors, LLC
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Northwest Financial Advisors
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Baker Avenue Asset Management, LP
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Pure Financial Advisors, Inc.
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Simplicity Wealth,LLC
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Noesis Capital Mangement Corp
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Greenspring Advisors, LLC
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Advisory Alpha, LLC
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Braun-Bostich & Associates Inc.
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UNIVEST FINANCIAL Corp
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Plancorp, LLC
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Cornerstone Wealth Group, LLC
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Geneos Wealth Management Inc.
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ForthRight Wealth Management, LLC
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Colonial Trust Co / SC
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Blair William & Co/il
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North Ridge Wealth Advisors, Inc.
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Charles Schwab Trust Co
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Covenant Asset Management, LLC
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Lindbrook Capital, Llc
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Ullmann Financial Group, Inc.
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Wealth Management Nebraska
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Spurstone Advisory Services, LLC
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LaSalle St. Investment Advisors, LLC
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Theory Financial Llc
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Everhart Financial Group, Inc.
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Wealth Advisory Solutions, LLC
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EP Wealth Advisors, Inc.
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Apella Capital, LLC
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Cannon Advisors, Inc.
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Cyndeo Wealth Partners, LLC
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Wealth Preservation Advisors, LLC
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Roxbury Financial LLC
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|
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
|
|
|
|
|
|
Creative Planning
|
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|
Forefront Wealth Partners, LLC
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Okabena Investment Services Inc
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Retirement Wealth Solutions LLC
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Howard Capital Management Inc.
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Dividend Asset Capital, Llc
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Vista Wealth Management Group, LLC
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49 Wealth Management, Llc
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Evercore Wealth Management, LLC
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Snowden Capital Advisors LLC
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Tradition Wealth Management, LLC
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|
EXDVX - MANNING & NAPIER FUND, INC. - Diversified Tax Exempt Series Class A
|
|
|
|
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|
Ehrlich Financial Group
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|
Alesco Advisors Llc
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|
FENCX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Municipal Income Fund
|
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|
|
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|
James Investment Research Inc
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|
Prospera Financial Services Inc
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|
Concord Asset Management, LLC/VA
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Revisor Wealth Management LLC
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|
Spinnaker Investment Group, LLC
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Aletheian Wealth Advisors LLC
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Confluence Wealth Services, Inc.
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NWF Advisory Services Inc.
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McIlrath & Eck, LLC
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Signature Estate & Investment Advisors Llc
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FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund
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Polar Asset Management Partners Inc.
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|
Baron Silver Stevens Financial Advisors, Llc
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Tyche Wealth Partners LLC
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Soros Fund Management Llc
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Opus Capital Group, LLC
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Shared Vision Wealth Group LLC
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Voisard Asset Management Group, Inc.
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Bogart Wealth, LLC
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RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund
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|
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|
Crabel Capital Management, LLC
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|
OVM - Listed Funds Trust - Overlay Shares Municipal Bond ETF
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|
MBA Advisors LLC
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Hudock, Inc.
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Revolve Wealth Partners, LLC
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Ethos Financial Group, LLC
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Private Wealth Management Group, LLC
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Covestor Ltd
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|
Ameriprise Financial Inc
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Integrity Financial Corp /WA
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Forum Private Client Group LLC
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|
Iowa State Bank
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|
Wealthcare Capital Partners, LLC
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Zacks Investment Management
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Biltmore Family Office, LLC
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VeraBank, N.A.
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|
Atwood & Palmer Inc
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|
Hohimer Wealth Management, Llc
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|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
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Frazier Financial Advisors, LLC
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Mutual Advisors, LLC
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Ballentine Capital Advisors, Inc
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First National Bank of Mount Dora, Trust Investment Services
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IMC-Chicago, LLC
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D L Carlson Investment Group Inc
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MCF Advisors LLC
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Wedmont Private Capital
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Sofi Wealth, Llc
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Y.D. More Investments Ltd
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Black Diamond Financial, LLC
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|
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Lowe Brockenbrough & Co Inc
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Sigma Planning Corp
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Eagle Strategies LLC
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Chesley Taft & Associates LLC
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Spears Abacus Advisors LLC
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Real Talk Capital, LLC
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American National Bank
|
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Crews Bank & Trust
|
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Wbh Advisory Inc
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Thrive Wealth Management, LLC
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German American Bancorp, Inc.
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LeConte Wealth Management, LLC
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Topsail Wealth Management, LLC
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Connable Office Inc
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New Millennium Group LLC
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Financial Freedom, LLC
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Level Wealth Management LLC
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Addison Capital Co
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Columbia River Financial Group, LLC
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Allstate Corp
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JNBA Financial Advisors
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Citizens Financial Group Inc/ri
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Curbstone Financial Management Corp
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Rockwood Wealth Management, LLC
|
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Manning & Napier Advisors Llc
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Nicolet Bankshares Inc
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Vannoy Advisory Group, Inc.
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NCM Capital Management, LLC
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ACEFX - Unified Series Trust - Absolute Strategies Fund Institutional Shares
|
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|
|
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Garden State Investment Advisory Services LLC
|
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|
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|
|
Hallmark Capital Management Inc
|
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|
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|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
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Dorsey & Whitney Trust CO LLC
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Betterment LLC
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Quaker Wealth Management, LLC
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First Hawaiian Bank
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BKA Wealth Consulting, Inc.
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Ronald Blue Trust, Inc.
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Envision Financial Planning, LLC
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Mosaic Advisors LLC
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Wit, Llc
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One Wealth Capital Management, Llc
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Valley National Advisers Inc
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Moser Wealth Advisors, LLC
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Quest 10 Wealth Builders, Inc.
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Amplius Wealth Advisors, LLC
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Austin Private Wealth, LLC
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Accredited Wealth Management, LLC
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Axxcess Wealth Management, Llc
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FLC Capital Advisors
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Bristlecone Advisors, LLC
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Twele Capital Management, Inc.
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Eqis Capital Management, Inc.
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Novus Advisors, Llc
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Hoge Financial Services, Llc
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Wealth Advisors of Iowa, LLC
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Cape Investment Advisory, Inc.
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Williams Jones Wealth Management, LLC.
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Yardley Wealth Management LLC
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Orgel Wealth Management, LLC
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Summit Wealth Group, LLC
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Passive Capital Management, LLC.
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Hantz Financial Services, Inc.
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Belpointe Asset Management LLC
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Chemistry Wealth Management LLC
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|
|
Sequent Planning LLC
|
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|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Hurley Capital, LLC
|
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|
|
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|
Bremer Bank National Association
|
|
|
|
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Kingswood Wealth Advisors, Llc
|
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Wayfinding Financial, LLC
|
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Parkside Investments, LLC
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Elm Partners Management LLC
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Schechter Investment Advisors, LLC
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Rice Partnership, LLC
|
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CoreFirst Bank & Trust
|
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Durante & Waters, Llc
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Valeo Financial Advisors, LLC
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Aspect Partners, LLC
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DHJJ Financial Advisors, Ltd.
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Seaside Wealth Management, Inc.
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Investment Partners, Ltd.
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My Legacy Advisors, LLC
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Rialto Wealth Management, LLC
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McGinn Investment Management, Inc.
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Naples Global Advisors, Llc
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B.O.S.S. Retirement Advisors, LLC
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Burt Wealth Advisors
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Financial Sense Advisors, Inc.
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Rise Advisors, LLC
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Jpmorgan Chase & Co
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Tidemark, LLC
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|
Nations Financial Group Inc, /ia/ /adv
|
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|
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|
Eagle Wealth Strategies Llc
|
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|
|
|
|
SYM FINANCIAL Corp
|
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|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Umb Bank N A/mo
|
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|
|
|
|
Graybill Bartz & Assoc Ltd
|
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|
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|
Prudential Financial Inc
|
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|
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|
|
Aua Capital Management, Llc
|
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Pinnacle Associates Ltd
|
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Edgestream Partners, L.P.
|
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|
Matrix Private Capital Group Llc
|
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Fairscale Capital, LLC
|
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|
Park Avenue Securities Llc
|
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|
Patriot Investment Management Inc.
|
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|
Monticello Wealth Management, Llc
|
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Modern Wealth Management, LLC
|
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|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Heritage Oak Wealth Advisors Llc
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
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|
Country Trust Bank
|
|
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|
Capital Investment Services of America, Inc.
|
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|
|
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|
Claro Advisors LLC
|
|
|
|
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|
Waypoint Wealth Partners Inc.
|
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|
|
|
|
SMART Wealth LLC
|
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|
Stephen J. Garry & Associates, Llc
|
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|
Chatham Capital Group, Inc.
|
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|
|
|
|
Pines Wealth Management, LLC
|
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|
BridgePort Financial Solutions, LLC
|
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|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
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|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
Synergy Investment Management, LLC
|
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|
Private Advisor Group, LLC
|
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|
Valley Financial Group, Inc.
|
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|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Objective Capital Management, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Partners Wealth Management, Llc
|
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|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
BIP Wealth, LLC
|
|
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|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
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|
IMG Wealth Management, Inc.
|
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|
|
|
|
Investment Management Associates Inc /adv
|
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|
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|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
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|
|
|
TRUE Private Wealth Advisors
|
|
|
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|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
Note Advisors, LLC
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
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|
Signature Securities Group Corporation
|
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|
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|
Running Point Capital Advisors, LLC
|
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|
Compass Financial Group, Inc.
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|
Inscription Capital, LLC
|
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|
Diversified Portfolios, Inc.
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
White & Co Financial Planning Inc
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Allodium Investment Consultants, LLC
|
|
|
|
|
|
ArborFi Advisors, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
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|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Marshall Financial Group Inc /adv
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Friday Financial
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
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|
D. E. Shaw & Co., Inc.
|
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|
Alliancebernstein L.p.
|
|
|
|
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|
First Business Financial Services, Inc.
|
|
|
|
|
|
Everest Management Corp.
|
|
|
|
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|
Nordwand Advisors, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
Horiko Capital Management Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
FF Advisors,LLC
|
|
|
|
|
|
DORVAL Corp
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Wheelhouse Advisory Group LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
21 West Wealth Management LLC
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
FOCUS Wealth Advisors, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
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|
Wolverine Trading, Llc
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Calton & Associates, Inc.
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Colonial Trust Advisors
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Global Wealth Management Investment Advisory, Inc.
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Moneta Group Investment Advisors Llc
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Columbia Advisory Partners Llc
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Wealth Alliance Advisory Group, LLC
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AIFG Consultants Ltd.
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Icon Wealth Advisors, LLC
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Cito Capital Group, LLC
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Five Oceans Advisors
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Flaharty Asset Management, LLC
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ARS Wealth Advisors Group, LLC
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Coastal Investment Advisors, Inc.
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XTX Topco Ltd
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Heritage Investment Group, Inc.
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Ascent Group, LLC
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Jfs Wealth Advisors, Llc
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Quadrature Capital Ltd
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Chesapeake Wealth Management
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Foronjy Financial Llc
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Ironwood Wealth Management, LLC.
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Dynamic Advisor Solutions LLC
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Crewe Advisors LLC
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Team Financial Group, LLC
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Hemington Wealth Management
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RTD Financial Advisors, Inc.
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Armstrong Advisory Group, Inc
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First Command Advisory Services, Inc.
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FreeGulliver LLC
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Oxford Financial Group Ltd
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HMS Capital Management, LLC
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Lokken Investment Group LLC
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NewSquare Capital LLC
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Apex Wealth Management, LLC
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Avant Financial Advisors LLC
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Cedar Point Capital Partners, LLC
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Mariner, LLC
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Exchange Capital Management, Inc.
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Winthrop Advisory Group LLC
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Legacy Private Trust Co.
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FSM Wealth Advisors, LLC
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IFG Advisors, LLC
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Obermeyer Wood Investment Counsel, Lllp
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Quadrant Private Wealth Management, LLC
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Laird Norton Trust Company, Llc
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Capstone Financial Advisors, Inc.
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Cannon Wealth Management Services, LLC
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Goldman Sachs Group Inc
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Gts Securities Llc
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Angeles Wealth Management, Llc
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Altus Wealth Management, LLC
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New York Life Investment Management Llc
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Founders Grove Wealth Partners, Llc
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Somnio Financial Group, LLC
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Vicus Capital
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Concurrent Investment Advisors, LLC
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Russell Investments Group, Ltd.
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Congress Wealth Management LLC / DE /
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CNB Bank
|
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Smith Thornton Advisors LLC
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Shotwell Rutter Baer Inc
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