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Jaffetilchin Investment Partners, LLC
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Sugar Maple Asset Management, LLC
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Ameriprise Financial Inc
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Brightwater Advisory LLC
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Rockefeller Capital Management L.P.
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Td Private Client Wealth Llc
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Wsfs Capital Management, Llc
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GHP Investment Advisors, Inc.
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Pacific Financial Group Inc
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Ameritas Investment Partners, Inc.
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Joseph P. Lucia & Associates, LLC
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BCJ Capital Management, LLC
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Midwest Professional Planners, LTD.
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Bellwether Advisors, LLC
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Lazard Asset Management Llc
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BNDC - FlexShares Trust - FlexShares Core Select Bond Fund
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Jarislowsky, Fraser Ltd
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Wealthspire Advisors, LLC
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Bearing Point Capital, Llc
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Private Advisory Group LLC
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Legacy Wealth Asset Management, LLC
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Evanson Asset Management, LLC
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Millstone Evans Group, LLC
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Envision Financial LLC
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Garde Capital, Inc.
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We Are One Seven, LLC
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Benedict Financial Advisors Inc
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Park Edge Advisors, LLC
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Hanson & Doremus Investment Management
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Smartleaf Asset Management LLC
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GPS Wealth Strategies Group, LLC
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Forte Asset Management Llc
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Rosenberg Matthew Hamilton
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Swp Financial Llc
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Glen Eagle Advisors, LLC
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HCR Wealth Advisors
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Cambiar Investors Llc
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Modera Wealth Management, LLC
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Etesian Wealth Advisors, Inc.
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Concurrent Investment Advisors, LLC
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LCR - Managed Portfolio Series - Leuthold Core ETF
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Trust Co Of Toledo Na /oh/
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Northwestern Mutual Wealth Management Co
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Brinker Capital Investments, LLC
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Blue Fin Capital, Inc.
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EP Wealth Advisors, Inc.
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Old National Bancorp /in/
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Cresset Asset Management, LLC
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CBIZ Investment Advisory Services, LLC
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Howe & Rusling Inc
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio
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Tanglewood Wealth Management, Inc.
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Lake Hills Wealth Management, LLC
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Transamerica Financial Advisors, Inc.
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Rational Advisors Llc
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Tower Research Capital LLC (TRC)
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Covestor Ltd
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Two Sigma Securities, Llc
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HighMark Wealth Management LLC
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Traub Capital Management LLC
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Pettyjohn, Wood & White, Inc
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Absolute Capital Management, LLC
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Eagle Global Advisors Llc
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Napatree Capital Llc
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Estate Counselors, LLC
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Asset Management Group, Inc.
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Kingsview Wealth Management, LLC
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Shepherd Financial Partners LLC
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Lido Advisors, LLC
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Financial Engines Advisors L.L.C.
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Zions Bancorporation, National Association /ut/
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Semitam Bonam Llc
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Capital Investment Advisors, LLC
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Argent Advisors, Inc.
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Sterling Manor Financial, LLC
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MSMR - ETF Series Solutions - McElhenny Sheffield Managed Risk ETF
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Diversify Wealth Management, Llc
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Barry Investment Advisors, LLC
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Gunma Bank,Ltd.
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Citigroup Inc
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Arrowroot Family Office, LLC
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TCP Asset Management, LLC
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Wealthcare Capital Management Llc
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Veracity Capital LLC
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Aries Wealth Management
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Eagle Strategies LLC
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MONECO Advisors, LLC
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IFG Advisory, LLC
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Lummis Asset Management, LP
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Continuum Advisory, LLC
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Beacon Financial Group
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Addison Advisors LLC
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ROMO - Strategy Shares - Strategy Shares Newfound/ReSolve Robust Momentum ETF
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National Bank Of Canada /fi/
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Beacon Wealthcare LLC
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CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares
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Rockland Trust Co
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Tower View Investment Management & Research LLC
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Merit Financial Group, LLC
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Stonebridge Financial Group, LLC
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Center For Asset Management LLC
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Able Wealth Management LLC
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Savant Capital, LLC
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Oversea-Chinese Banking CORP Ltd
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Private Client Services, Llc
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Bartlett & Co. Wealth Management Llc
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Sigma Planning Corp
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Dimension Capital Management Llc
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Armis Advisers, LLC
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Criteria Caixa, S.a.u.
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Sofos Investments, Inc.
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Traphagen Investment Advisors Llc
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Davis-rea Ltd.
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Sagespring Wealth Partners, Llc
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Ameriflex Group, Inc.
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Umb Bank N A/mo
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Family Wealth Partners, Llc
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Element Pointe Advisors, Llc
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Moneta Group Investment Advisors Llc
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North Star Investment Management Corp.
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Objective Capital Management, LLC
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Carnegie Capital Asset Management, LLC
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Jane Street Group, Llc
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ARS Wealth Advisors Group, LLC
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Integrated Advisors Network LLC
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Meridian Wealth Management, LLC
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Valley Financial Group, Inc.
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Logan Capital Management Inc
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Morris Financial Concepts, Inc.
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StoneX Group Inc.
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United Advisor Group, LLC
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Pacific Point Advisors, LLC
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Massmutual Trust Co Fsb/adv
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K.J. Harrison & Partners Inc
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Calton & Associates, Inc.
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Insigneo Advisory Services, Llc
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Community Bank, N.A.
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Stratos Wealth Partners, LTD.
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Hsbc Holdings Plc
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Gw Henssler & Associates Ltd
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Clune & Associates, Ltd.
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Addison Capital Co
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Cherry Tree Wealth Management, LLC
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Divergent Planning, LLC
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Hobbs Group Advisors, LLC
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Canopy Partners, LLC
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Capasso Planning Partners LLC
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Phoenix Holdings Ltd.
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Wealth Advisory Solutions, LLC
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WJ Wealth Management, LLC
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Gts Securities Llc
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Harbor Investment Advisory, Llc
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Heck Capital Advisors, LLC
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Vernal Point Advisors, LLC
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Hudson Capital Management LLC
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Fifth Third Bancorp
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Cranbrook Wealth Management, LLC
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Main Management LLC
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MEMBERS Trust Co
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Rossby Financial, LCC
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CBM Financial, LLC
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Capital Analysts, Inc.
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Bouvel Investment Partners, LLC
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Arkansas Financial Group, Inc.
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Palumbo Wealth Management LLC
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USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
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Quartz Partners, LLC
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Koa Wealth Management, LLC
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Bond & Devick Financial Network, Inc.
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Investment Advisory Group, LLC
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Bright Futures Wealth Management, LLC.
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Pinnacle Wealth Planning Services, Inc.
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Farmers Trust Co
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Brighton Jones Llc
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Parkside Financial Bank & Trust
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Pasadena Private Wealth, LLC
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Modus Advisors, LLC
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Onyx Bridge Wealth Group LLC
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Rakuten Securities, Inc.
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Park Square Financial Group, LLC
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Berkshire Asset Management Llc/pa
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1832 Asset Management L.P.
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Enterprise Bank & Trust Co
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Johnson Financial Group, Inc.
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Evergreen Capital Management Llc
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Impact Partnership Wealth, LLC
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Dock Street Asset Management Inc
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Pointe Capital Management LLC
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EverSource Wealth Advisors, LLC
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Bank of New Hampshire
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Tower Wealth Partners, Inc.
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Mader & Shannon Wealth Management, Inc.
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Pacifica Partners Inc.
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Foundry Financial Group, Inc.
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Mount Lucas Management LP
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Taylor, Cottrill, Erickson & Associates, Inc.
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Northern Trust Corp
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SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1
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Values First Advisors, Inc.
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Stephen J. Garry & Associates, Llc
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Hancock Whitney Corp
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Samalin Investment Counsel, LLC
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OneAscent Financial Services LLC
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Birchcreek Wealth Management, LLC
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Silicon Valley Capital Partners
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Cwm, Llc
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Waterloo Capital, L.P.
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Mirae Asset Global Investments Co., Ltd.
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Wealthquest Corp
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Axxcess Wealth Management, Llc
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Geneos Wealth Management Inc.
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Smith Thornton Advisors LLC
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XTX Topco Ltd
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Lee Financial Co
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Hughes Financial Services, LLC
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New Insight Wealth Advisors
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|
Private Management Group Inc
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Wescott Financial Advisory Group, LLC
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KFA Private Wealth Group, LLC
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|
J2 Capital Management Inc
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|
MAMB - Northern Lights Fund Trust IV - Monarch Ambassador Income ETF
|
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|
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|
Graybill Bartz & Assoc Ltd
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Capital Investment Counsel, LLC
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Ancora Advisors, LLC
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Abacus Planning Group, Inc.
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|
Allianz Se
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Simplicity Wealth,LLC
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|
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares
|
|
|
|
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|
Harvest Investment Services, LLC
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|
Change Path, LLC
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Allen Capital Group, LLC
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Cutler Capital Management, LLC
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Murphy & Mullick Capital Management Corp
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City Center Advisors, LLC
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Warren Averett Asset Management, LLC
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Equitable Holdings, Inc.
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Wiley Bros.-aintree Capital, Llc
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Avidian Wealth Solutions, LLC
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Optima Capital Llc
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Money Concepts Capital Corp
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M3 Advisory Group, LLC
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|
Alpha Cubed Investments, LLC
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|
Keybank National Association/oh
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Snowden Capital Advisors LLC
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|
ESL Trust Services, LLC
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Sunpointe, LLC
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Prepared Retirement Institute LLC
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Crescent Grove Advisors, LLC
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|
Principia Wealth Advisory, LLC
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Laurel Wealth Advisors LLC
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|
LPL Financial LLC
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Leuthold Group, Llc
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Hanover Advisors Inc
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Focus Financial Network, Inc.
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GFS Advisors, LLC
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Landscape Capital Management, L.l.c.
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Brookwood Investment Group LLC
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Clientfirst Wealth Management, LLC
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|
Van Eck Associates Corp
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|
Tompkins Financial Corp
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|
Banco Bilbao Vizcaya Argentaria, S.a.
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|
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|
Milestones Private Investment Advisors LLC
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|
Strata Wealth Advisors, LLC
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|
Bank of New York Mellon Corp
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|
Little House Capital Llc
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Prospera Financial Services Inc
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|
Enclave Advisors LLC
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Quadrant Capital Group Llc
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Archer Investment Corp
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RMB Capital Management, LLC
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|
Nixon Peabody Trust Co
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|
Whittier Trust Co
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|
Bank Of America Corp /de/
|
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|
William Howard & Co Financial Advisors Inc
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Autumn Glory Partners, LLC
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Advyzon Investment Management, LLC
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|
Blueprint Investment Partners LLC
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|
Leigh Baldwin & Co., Llc
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Discipline Wealth Solutions, LLC
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|
Trilogy Capital Inc.
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|
Csenge Advisory Group
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Integras Partners LLC
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|
Mascoma Wealth Management LLC
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|
Discovery Capital Management, Llc / Ct
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|
DT Investment Partners, LLC
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|
Charles Schwab Trust Co
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|
AllSquare Wealth Management LLC
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|
America First Investment Advisors, LLC
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Mml Investors Services, Llc
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Pure Financial Advisors, Inc.
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Mount Yale Investment Advisors, LLC
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TD Waterhouse Canada Inc.
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|
Jfs Wealth Advisors, Llc
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|
CWA Asset Management Group, LLC
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|
Horizon Financial Services, Llc
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|
Millennium Management Llc
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|
Harwood Advisory Group, LLC
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|
Sound View Wealth Advisors Group, LLC
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|
West Paces Advisors Inc.
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|
Transce3nd, LLC
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|
Ethos Financial Group, LLC
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|
|
SILVER OAK SECURITIES, Inc
|
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|
Procyon Private Wealth Partners, LLC
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|
KC Investment Advisors, LLC
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|
Envestnet Asset Management Inc
|
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Wellington Shields Capital Management, LLC
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Strategic Investment Advisors / MI
|
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Indiana Trust & Investment Management CO
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|
Lyell Wealth Management, Lp
|
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Assetmark, Inc
|
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|
MOOD - EA Series Trust - Relative Sentiment Tactical Allocation ETF
|
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|
Navellier & Associates Inc
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|
Vestor Capital, Llc
|
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|
RMR Wealth Builders
|
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|
EdgeRock Capital LLC
|
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|
CoreCap Advisors, LLC
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|
Bulltick Wealth Management, LLC
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|
Oppenheimer & Co Inc
|
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|
GWM Advisors LLC
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|
Signature Resources Capital Management, LLC
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|
Net Worth Advisory Group
|
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Principle Wealth Partners Llc
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Central Pacific Bank - Trust Division
|
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Clarity Financial LLC
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Granite FO LLC
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Peapack Gladstone Financial Corp
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TriaGen Wealth Management LLC
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Cooper Financial Group
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|
Midwest Trust Co
|
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Beacon Financial Advisory LLC
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Pathstone Holdings, LLC
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First Community Trust Na
|
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Retirement Financial Solutions, Llc
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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|
1620 Investment Advisors, Inc.
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|
Woodard & Co Asset Management Group Inc /adv
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|
4J Wealth Management LLC
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|
Global Wealth Strategies & Associates
|
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|
Wellspring Financial Advisors, LLC
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Inman Jager Wealth Management, LLC
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|
GLOBALT Investments LLC / GA
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Haverford Trust Co
|
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CIBC Private Wealth Group, LLC
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|
Wealthedge Investment Advisors, Llc
|
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Flaharty Asset Management, LLC
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|
WMKTX - WESMARK FUNDS - WesMark Tactical Opportunity Fund
|
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|
Trust Co Of Vermont
|
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|
NFP Retirement, Inc.
|
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|
Biltmore Wealth Management, LLC
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|
Resurgent Financial Advisors LLC
|
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Patriot Financial Group Insurance Agency, LLC
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Brown Brothers Harriman & Co
|
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Atomi Financial Group, Inc.
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|
AlphaCore Capital LLC
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SevenBridge Financial Group, LLC
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Clearwater Capital Advisors, LLC
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Koshinski Asset Management, Inc.
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|
MAI Capital Management
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Mattern Capital Management, Llc
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|
Two West Capital Advisors LLC
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Clear Creek Financial Management, LLC
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|
Redhawk Wealth Advisors, Inc.
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Insight Wealth Partners, LLC
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|
Royal Bank Of Canada
|
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|
Franklin Resources Inc
|
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|
Roger Wittlin Investment Advisory, LLC
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Atlas Capital Advisors Llc
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Berkshire Money Management, Inc.
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|
Formidable Asset Management, LLC
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Noble Wealth Management PBC
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|
Buttonwood Financial Advisors Inc.
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Yarger Wealth Strategies, Llc
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Seed Wealth Management, Inc.
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|
Summa Corp.
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Apella Capital, LLC
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|
Howard Capital Management Inc.
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Tempus Wealth Planning, LLC
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|
Willow Creek Wealth Management Inc.
|
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|
WealthPlan Investment Management, LLC
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|
Maridea Wealth Management LLC
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|
Crestwood Advisors Group LLC
|
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|
NewEdge Wealth, LLC
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|
Montag A & Associates Inc
|
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|
Fonville Wealth Management LLC
|
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Trajan Wealth LLC
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Alamar Capital Management, LLC
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Essential Planning, LLC.
|
|
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|
Proficio Capital Partners LLC
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|
Concord Wealth Partners
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|
|
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|
|
Guggenheim Capital Llc
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|
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Belpointe Asset Management LLC
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CIBC World Markets Inc.
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Pnc Financial Services Group, Inc.
|
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|
Fiduciary Group LLC
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|
Whittier Trust Co Of Nevada Inc
|
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|
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|
|
LifeGuide Financial Advisors, LLC
|
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|
|
Leo Wealth, LLC
|
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|
Durante & Waters, Llc
|
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|
Us Financial Advisors, Llc
|
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|
Lindbrook Capital, Llc
|
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|
|
Joel Isaacson & Co., LLC
|
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|
|
|
Allspring Global Investments Holdings, LLC
|
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|
Element Wealth, LLC
|
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|
Ewing Morris & Co. Investment Partners Ltd.
|
|
|
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|
|
CVA Family Office, LLC
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Freestate Advisors LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
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|
Balentine LLC
|
|
|
|
|
|
Morgan Stanley
|
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|
|
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|
Andrew Hill Investment Advisors, Inc.
|
|
|
|
|
|
Mullooly Asset Management, Inc.
|
|
|
|
|
|
SpringVest Wealth Management LLC
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|
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|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
MAS Advisors LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Independence Financial Advisors, LLC
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Kelly Financial Group Llc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Santa Clara Valley Transportation Authority
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Bright Financial Advisors, Inc.
|
|
|
|
|
|
Sykon Capital Llc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Signature Securities Group Corporation
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
Latko Wealth Management, Ltd.
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
IYLD - iSHARES TRUST - iShares Morningstar Multi-Asset Income ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
First Wilshire Securities Management Inc
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Horizon Family Wealth, Inc.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Wooster Corthell Wealth Management, Inc.
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Alternative Investment Advisors, LLC.
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Ndwm Llc
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
AIHAX - Horizon Funds - Horizon Active Income Fund Advisor Class
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Retirement Capital Strategies
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
St. James Investment Company, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
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|
Oxbow Advisors, LLC
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Blue Oak Capital, LLC
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Sequent Planning LLC
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Prime Capital Investment Advisors, LLC
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Westfuller Advisors, LLC
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Global Retirement Partners, LLC
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Synovus Financial Corp
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Blueprint Financial Advisors LLC
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Mmbg Investment Advisors Co.
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Migdal Insurance & Financial Holdings Ltd.
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Fiduciary Alliance LLC
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Icon Wealth Advisors, LLC
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Sierra Capital LLC
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Key FInancial Inc
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Guidance Capital, Inc
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Stapp Wealth Management, Pllc
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Family Firm, Inc.
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TCTC Holdings, LLC
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Capital Advisors Wealth Management, LLC
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Capital Advisory Group Advisory Services, LLC
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RFG Advisory, LLC
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TRUE Private Wealth Advisors
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Sawyer & Company, Inc
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GM Advisory Group, Inc.
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Copia Wealth Management
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Sandy Spring Bank
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Northeast Financial Group, Inc.
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Arete Wealth Advisors, LLC
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Coastal Bridge Advisors, LLC
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Wealthfront Advisers Llc
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Breakwater Investment Management
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Financial Gravity Companies, Inc.
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SeaBridge Investment Advisors LLC
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Pacific Center for Financial Services
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Beirne Wealth Consulting Services, LLC
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U.S. Capital Wealth Advisors, LLC
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Client 1st Advisory Group, Llc
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Irenic Capital Management LP
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Quest 10 Wealth Builders, Inc.
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Betterment LLC
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Fifth Third Securities, Inc.
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National Asset Management, Inc.
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Bingham Private Wealth, Llc
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Garrison Bradford & Associates Inc
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ARGI Investment Services, LLC
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Wick Capital Partners, LLC
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Maseco Llp
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Simon Quick Advisors, Llc
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HBW Advisory Services LLC
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Castleview Partners, Llc
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Cadinha & Co Llc
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Advisory Services Network, LLC
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SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
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Rodgers Brothers Inc.
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Investment House Llc
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PFG Investments, LLC
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Chesley Taft & Associates LLC
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FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund
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Optimum Investment Advisors
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Obermeyer Wood Investment Counsel, Lllp
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Apollon Wealth Management, LLC
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Williams Jones Wealth Management, LLC.
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Archetype Wealth Partners
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Gables Capital Management Inc.
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Azimuth Capital Investment Management LLC
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Jpmorgan Chase & Co
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North Capital, Inc.
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Ameritas Advisory Services, LLC
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Alesco Advisors Llc
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Verdence Capital Advisors LLC
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Brickley Wealth Management
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Briaud Financial Planning, Inc
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Putnam Fl Investment Management Co
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V2 Financial group LLC
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Core Wealth Partners LLC
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Captrust Financial Advisors
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WorthPointe, LLC
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Personal Cfo Solutions, Llc
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Becker Capital Management Inc
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OneAscent Family Office, LLC
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BancorpSouth Bank
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M&t Bank Corp
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Stephens Group Asset Management, Llc
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Fiduciary Trust Co
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Vega Investment Solutions
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Private Trust Co Na
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Renaissance Technologies Llc
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Pure Portfolios Holdings Llc
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Lowery Thomas, Llc
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Litman Gregory Asset Management LLC
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Stanley-Laman Group, Ltd.
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Salomon & Ludwin, LLC
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SOA Wealth Advisors, LLC.
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Smithfield Trust Co
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Flagship Private Wealth, LLC
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Creative Planning
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Cerity Partners LLC
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Global Trust Asset Management, LLC
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Eley Financial Management, Inc
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Fulcrum Equity Management
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Citizens Financial Group Inc/ri
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Vantage Financial Partners, LLC
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Napa Wealth Management
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Hazlett, Burt & Watson, Inc.
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Stolper Co
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Mechanics Bank Trust Department
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Bessemer Group Inc
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VestGen Advisors, LLC
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Midwest Heritage Bank, FSB
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Glenview Trust Co
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Strategic Wealth Partners, Ltd.
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Trademark Financial Management, LLC
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Charter Oak Capital Management, LLC
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Boyd Watterson Asset Management Llc/oh
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American Capital Advisory, LLC
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Platform Technology Partners
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Vigilare Wealth Management
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Union Savings Bank
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Penobscot Investment Management Company, Inc.
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Counterweight Ventures, LLC
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LFA - Lugano Financial Advisors SA
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Synergy Financial Management, LLC
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CFS Investment Advisory Services, LLC
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Good Steward Wealth Advisors,LLC
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Cynosure Management, Llc
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First Horizon Advisors, Inc.
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Park Avenue Securities Llc
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Camelot Technology Advisors, Inc.
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Arvest Investments, Inc.
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Orion Portfolio Solutions, LLC
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Eq Llc
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Broyhill Asset Management
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Robinson Value Management, Ltd.
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Dynamic Advisor Solutions LLC
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Blue Edge Capital, LLC
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Ridgewood Investments LLC
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Stifel Financial Corp
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Fmr Llc
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Townsend Asset Management Corp /nc/ /adv
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Stratos Wealth Advisors, LLC
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Calamos Wealth Management LLC
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Insight 2811, Inc.
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Congress Wealth Management LLC / DE /
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West Branch Capital LLC
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Rather & Kittrell, Inc.
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Edgestream Partners, L.P.
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LCAIX - LAZARD FUNDS INC - Lazard Opportunistic Strategies Portfolio Institutional Shares
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Vermillion & White Wealth Management Group, LLC
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Beverly Hills Private Wealth, LLC
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Allred Capital Management, LLC
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Bmc Fund Inc
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Susquehanna International Group, Llp
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Mizuho Markets Americas Llc
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Patten Group, Inc.
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SageView Advisory Group, LLC
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Park Place Capital Corp
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Stephens Inc /ar/
|
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|
Farmers National Bank
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One Day In July LLC
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Gladstone Institutional Advisory LLC
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Country Club Bank /gfn
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Skopos Labs, Inc.
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Financial Harvest, LLC
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1 North Wealth Services Llc
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Rsm Us Wealth Management Llc
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United Community Bank
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Future Financial Wealth Managment LLC
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Henrickson Nauta Wealth Advisors, Inc.
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Frazier Financial Advisors, LLC
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Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
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Colony Group, LLC
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GenTrust, LLC
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Winch Advisory Services, LLC
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Voya Financial Advisors, Inc.
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Actinver Wealth Management, Inc.
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Capital Asset Advisory Services LLC
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Future You Wealth Llc
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Founders Financial Alliance, LLC
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Traveka Wealth, LLC
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Global Endowment Management, LP
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TrueWealth Advisors, LLC
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Headinvest, Llc
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Syntax Research, Inc.
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Bleakley Financial Group, LLC
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Deutsche Bank Ag\
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Inscription Capital, LLC
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Compass Ion Advisors, LLC
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Gemmer Asset Management LLC
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Comerica Bank
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Cary Street Partners Financial Llc
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Spreng Capital Management, Inc.
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Holos Integrated Wealth LLC
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Tillman Hartley LLC
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Prudential Plc
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Berger Financial Group, Inc
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Windward Private Wealth Management Inc.
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Alliance Wealth Advisors, LLC /UT
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Fort Washington Investment Advisors Inc /oh/
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Capital Investment Advisory Services, LLC
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Cascade Financial Partners, LLC
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Victory Capital Management Inc
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Mv Capital Management, Inc.
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Mezzasalma Advisors, LLC
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Atlantic Trust, LLC
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Kestra Private Wealth Services, Llc
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Greenwood Capital Associates Llc
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Biltmore Family Office, LLC
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Quent Capital, LLC
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Harbour Capital Advisors, LLC
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Tru Independence Asset Management 2, Llc
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Cullen/frost Bankers, Inc.
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Y.D. More Investments Ltd
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Magnus Financial Group LLC
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Sowell Financial Services LLC
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Tcfg Wealth Management, Llc
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Armstrong Advisory Group, Inc
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Global Assets Advisory, LLC
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Allworth Financial LP
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Dakota Wealth Management
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Roxbury Financial LLC
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Tectonic Advisors Llc
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Arrow Investment Advisors, LLC
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Ted Buchan & Co
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McElhenny Sheffield Capital Management, LLC
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Sollinda Capital Management LLC
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Integrity Financial Corp /WA
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MBA Advisors LLC
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Parallel Advisors, LLC
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Apexium Financial, Lp
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Citadel Advisors Llc
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HighTower Advisors, LLC
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|
Gries Financial Llc
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Boltwood Capital Management
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Independent Solutions Wealth Management, LLC
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JPL Wealth Management, LLC
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Mcdonald Partners Llc
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Fidelis Capital Partners, LLC
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|
Wesbanco Bank Inc
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St Germain D J Co Inc
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Perennial Advisors, LLC
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Raleigh Capital Management Inc.
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Robertson Stephens Wealth Management, LLC
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IFS Advisors, LLC
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Atria Wealth Solutions, Inc.
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Arkfeld Wealth Strategies, L.L.C.
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J. Safra Sarasin Holding AG
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Larson Financial Group LLC
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Integrated Wealth Concepts LLC
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Brookstone Capital Management
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Bogart Wealth, LLC
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Coastal Investment Advisors, Inc.
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Symmetry Partners, LLC
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Oliver Lagore Vanvalin Investment Group
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Scopus Asset Management, L.p.
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Pflug Koory, LLC
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180 Wealth Advisors, Llc
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Carr Financial Group Corp
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|
KADENSA CAPITAL Ltd
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Virtue Capital Management, LLC
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EPG Wealth Management LLC
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J.w. Cole Advisors, Inc.
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Stordahl Capital Management, Inc.
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Ascent Group, LLC
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Sentinus, LLC
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Principal Securities, Inc.
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Fidelity D & D Bancorp Inc
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Atlantic Private Wealth, LLC
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Keel Point, LLC
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Fwl Investment Management, Llc
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Neuberger Berman Group LLC
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Cabot Wealth Management Inc
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|
PrairieView Partners, LLC
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Valley National Advisers Inc
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Ameliora Wealth Management Ltd.
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SkyView Investment Advisors, LLC
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Beacon Capital Management, LLC
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|
Sovran Advisors, LLC
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|
ORG Wealth Partners, LLC
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|
Argent Trust Co
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Steward Partners Investment Advisory, Llc
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Verum Partners LLC
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Advisor Group Holdings, Inc.
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MetLife Investment Management, LLC
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Roberts Wealth Advisors, LLC
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|
King Wealth
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|
Occidental Asset Management, LLC
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|
Elyxium Wealth, LLC
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Strategies Wealth Advisors, LLC
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Great Valley Advisor Group, Inc.
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|
Chemistry Wealth Management LLC
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|
Union Bancaire Privee, UBP SA
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|
SOL Capital Management CO
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|
Kaydan Wealth Management, Inc.
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|
Us Bancorp \de\
|
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Running Point Capital Advisors, LLC
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|
Janney Montgomery Scott LLC
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Oliver Luxxe Assets LLC
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|
AIA Group Ltd
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Ssa Swiss Advisors Ag
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Pinnacle Wealth Management Group, Inc.
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|
Hutchens & Kramer Investment Management Group, LLC
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Crewe Advisors LLC
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|
Arkadios Wealth Advisors
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|
Avaii Wealth Management, Llc
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|
Northern Oak Wealth Management Inc
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|
Kiker Wealth Management, LLC
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|
Financial Life Advisors
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|
Cobblestone Capital Advisors Llc /ny/
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Boreal Capital Management LLC
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Atlantic Union Bankshares Corp
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Oak Associates Ltd /oh/
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Beacon Investment Advisory Services, Inc.
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GK Wealth Management LLC
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AdvisorNet Financial, Inc
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Acorn Wealth Advisors, LLC
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
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IHT Wealth Management, LLC
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Vestmark Advisory Solutions, Inc.
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Mission Creek Capital Partners, Inc.
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Thrivent Financial For Lutherans
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Mustico Financial Group, Inc.
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Minichmacgregor Wealth Management, Llc
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Claudia M.p. Batlle, Crp (r) Llc
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Aptus Capital Advisors, LLC
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United Asset Strategies, Inc.
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Regions Financial Corp
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Fisher Asset Management, LLC
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Capital Investment Services of America, Inc.
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Eastern Bank
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Alliancebernstein L.p.
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Montecito Bank & Trust
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Klaas Financial Asset Advisors, LLC
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PMG Wealth Management, Inc.
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Brady Family Wealth, Llc
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
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Timelo Investment Management Inc.
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Caldwell Securities, Inc
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Cedar Mountain Advisors, LLC
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Mattern Wealth Management LLC
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DeDora Capital, Inc.
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IMG Wealth Management, Inc.
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Kingstone Capital Partners Texas, LLC
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Flow Traders U.s. Llc
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Kestra Advisory Services, LLC
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Rooted Wealth Advisors, Inc.
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Leavell Investment Management, Inc.
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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TFC Financial Management
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Kathleen S. Wright Associates Inc.
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Atria Investments Llc
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Lowe Wealth Advisors, LLC
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Root Financial Partners, LLC
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Vicus Capital
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Acropolis Investment Management, LLC
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Invesco Ltd.
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PKS Advisory Services, LLC
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SPC Financial, Inc.
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Fortem Financial Group, Llc
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Beacon Pointe Advisors, LLC
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Compass Investment Advisers LLC
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Independent Wealth Network Inc.
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Nbc Securities, Inc.
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Postrock Partners Llc
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Charles Schwab Investment Management Inc
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Interactive Financial Advisors
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First Hawaiian Bank
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Great Lakes Retirement, Inc.
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Pinnacle Financial Partners Inc
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Kooman & Associates
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Hantz Financial Services, Inc.
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Lewis Asset Management, LLC
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Chilton Capital Management Llc
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Independent Family Office, LLC
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Plan Group Financial, LLC
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Pinnacle Associates Ltd
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AMG National Trust Bank
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Novem Group
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Motiv8 Investments LLC
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Commerce Bank
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Evolution Wealth Advisors, LLC
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Hemington Wealth Management
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Private Wealth Asset Management, LLC
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Raymond James Financial Inc
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Sumitomo Mitsui Financial Group, Inc.
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USAF - 2023 ETF Series Trust - Atlas America Fund
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Flagship Harbor Advisors, Llc
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Cheviot Value Management, LLC
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Fairfield, Bush & Co.
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McIlrath & Eck, LLC
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Gwn Securities Inc.
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Kovack Advisors, Inc.
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Benjamin Edwards Inc
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New Capital Management LP
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Single Point Partners, LLC
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Atwood & Palmer Inc
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Archford Capital Strategies, LLC
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King Luther Capital Management Corp
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Mayflower Financial Advisors, LLC
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Ballast Advisors Llc
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Richardson Financial Services Inc.
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Ronald Blue Trust, Inc.
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Rialto Wealth Management, LLC
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Golden State Equity Partners
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Wealthcare Advisory Partners LLC
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Valpey Financial Services, LLC
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BayBridge Capital Group, LLC
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Guardian Wealth Advisors, Llc / Nc
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L.K. Benson & Company, P.C.
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Lodestar Private Asset Management Llc
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Atticus Wealth Management, Llc
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Wood Tarver Financial Group, LLC
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NorthCrest Asset Manangement, LLC
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Colonial Trust Advisors
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1492 Capital Management LLC
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CPR Investments Inc.
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Salem Investment Counselors Inc
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Grimes & Company, Inc.
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Jackson Hole Capital Partners, LLC
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Bank Of Montreal /can/
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Cetera Investment Advisers
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Premier Path Wealth Partners, LLC
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Financial Advocates Investment Management
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Barrett & Company, Inc.
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Golden State Wealth Management, LLC
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Good Life Advisors, LLC
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Lee Danner & Bass Inc
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HB Wealth Management, LLC
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Envestnet Portfolio Solutions, Inc.
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Shira Ridge Wealth Management
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Heritage Wealth Partners, LLC
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Permanens Capital L.P.
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EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB
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Cerro Pacific Wealth Advisors LLC
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Compass Planning Associates Inc
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Heritage Oak Wealth Advisors Llc
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Wells Fargo & Company/mn
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Checchi Capital Advisers, LLC
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Federation des caisses Desjardins du Quebec
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Live Oak Private Wealth LLC
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Conservest Capital Advisors, Inc.
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Roble, Belko & Company, Inc
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Whalen Wealth Management Inc.
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Westwood Wealth Management
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Mission Wealth Management, Lp
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JGP Wealth Management, LLC
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Bnp Paribas Arbitrage, Sa
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Verus Capital Partners, Llc
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Presilium Private Wealth, Llc
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JNBA Financial Advisors
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Sandbox Financial Partners, LLC
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HFG Wealth Management, LLC
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Iron Horse Wealth Management, LLC
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Cardiff Park Advisors, Llc
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Richards, Merrill & Peterson, Inc.
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Webster Bank, N. A.
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Aegis Wealth Management LLC
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Legacy Capital Wealth Partners, LLC
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Ausdal Financial Partners, Inc.
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ADAR1 Capital Management, LLC
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Hara Capital LLC
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J. W. Coons Advisors, LLC
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Strategy Asset Managers Llc
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Resonant Capital Advisors, LLC
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SRS Capital Advisors, Inc.
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Dogwood Wealth Management LLC
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Dorsey & Whitney Trust CO LLC
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Innova Wealth Partners
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Probity Advisors, Inc.
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Potomac Fund Management Inc /adv
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Cushing Capital Partners, LLC
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Bank Julius Baer & Co. Ltd, Zurich
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TT Capital Management LLC
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Allianz Asset Management GmbH
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Delta Asset Management Llc/tn
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High Net Worth Advisory Group LLC
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Secure Asset Management, LLC
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Accredited Wealth Management, LLC
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Blume Capital Management, Inc.
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OCIO - ETF Series Solutions - ClearShares OCIO ETF
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Everstar Asset Management, LLC
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High Note Wealth, LLC
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Mariner, LLC
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Hollencrest Capital Management
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American Institute for Advanced Investment Management, LLP
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Crabel Capital Management, LLC
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Acorns Advisers, LLC
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Peddock Capital Advisors, Llc
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Twele Capital Management, Inc.
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Spire Wealth Management
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Sequoia Financial Advisors, LLC
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Northwest Capital Management Inc
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Farmers & Merchants Investments Inc
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Cape Investment Advisory, Inc.
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Schroder Investment Management Group
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My Legacy Advisors, LLC
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Financial Network Wealth Advisors LLC
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Christensen, King & Associates Investment Services, Inc.
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Ironwood Wealth Management, LLC.
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Bremer Bank National Association
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West Michigan Advisors, Llc
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Woodward Diversified Capital, Llc
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Wolverine Trading, Llc
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BRYN MAWR TRUST Co
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White Pine Investment CO
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Tiaa Trust, National Association
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IPG Investment Advisors LLC
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Marshall & Sterling Wealth Advisors Inc.
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Disciplined Investments, LLC
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Howard Financial Services, Ltd.
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Grove Bank & Trust
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Coppell Advisory Solutions LLC
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SigFig Wealth Management, LLC
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Amundi
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Allium Financial Advisors, Llc
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Chapin Davis, Inc.
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DiMeo Schneider & Associates, L.L.C.
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Truist Financial Corp
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Well Done, LLC
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Aspire Growth Partners LLC
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Wealth Effects Llc
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PineBridge Investments, L.P.
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SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1
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Hanlon Investment Management, Inc.
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Moment Partners, LLC
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Wealth Enhancement Advisory Services, Llc
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Mercer Global Advisors Inc /adv
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Forum Private Client Group LLC
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Lokken Investment Group LLC
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Baker Ellis Asset Management LLC
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Perfromance Wealth Partners, LLC
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Summit Financial, LLC
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Toth Financial Advisory Corp
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Guardian Partners Inc.
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May Barnhard Investments LLC
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West Wealth Group, LLC
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Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
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Horizon Investments, LLC
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Asset Dedication, LLC
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UBS Group AG
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Deane Retirement Strategies, Inc.
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SkyOak Wealth, LLC
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WESCAP Management Group, Inc.
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Diversify Advisory Services, LLC
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TFB Advisors LLC
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Northwest Wealth Management, Llc
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MFA Wealth Services
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SFG Wealth Management, LLC.
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Harbour Investments, Inc.
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StrongBox Wealth, LLC
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Retirement Planning Group
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Alhambra Investment Partners LLC
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DSG Capital Advisors, LLC
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RQIAX - NORTHERN LIGHTS FUND TRUST III - RESQ Strategic Income Fund Class A Shares
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CAPROCK Group, Inc.
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City State Bank
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Barr E S & Co
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AE Wealth Management LLC
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Gibbs Wealth Management
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Schwarz Dygos Wheeler Investment Advisors Llc
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Ieq Capital, Llc
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Scotia Capital Inc.
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Purus Wealth Management, LLC
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Transcend Wealth Collective, Llc
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Financial Management Professionals, Inc.
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Smith Chas P & Associates Pa Cpas
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Empirical Asset Management, LLC
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Oppenheimer Asset Management Inc.
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Colonial Trust Co / SC
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SG Americas Securities, LLC
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Peoples Bank /oh
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Emerald Investment Partners, Llc
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F/M Investments LLC
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Renasant Bank
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Pcg Asset Management, Llc
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Anchor Capital Advisors Llc
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Ifrah Financial Services, Inc.
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RDA Financial Network
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Avantax Advisory Services, Inc.
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Strategic Investment Solutions, Inc. /IL
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American Trust
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O'shaughnessy Asset Management, Llc
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Bragg Financial Advisors, Inc
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Partners Capital Investment Group, Llp
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Lwm Advisors Inc
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Crews Bank & Trust
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Aspiriant, Llc
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Whitcomb & Hess, Inc.
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Lifeworks Advisors, LLC
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Ballast, Inc.
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WNY Asset Management, LLC
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New South Capital Management Inc
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Avion Wealth
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Martin Capital Partners, LLC
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GeoWealth Management, LLC
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Wernau Asset Management Inc.
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Hirtle Callaghan & Co LLC
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BlackRock, Inc.
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Bay Rivers Group
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Portside Wealth Group, LLC
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Second Line Capital, LLC
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Pensionmark Financial Group, Llc
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Roundview Capital LLC
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Rehmann Capital Advisory Group
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Ashton Thomas Private Wealth, LLC
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Tiemann Investment Advisors, Llc
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Ritholtz Wealth Management
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SBI Securities Co., Ltd.
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Patten & Patten Inc/tn
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TPG Advisors LLC
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Southeast Asset Advisors Inc.
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Van Hulzen Asset Management, LLC
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First United Bank Trust/
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Gallagher Fiduciary Advisors, LLC
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TruWealth Advisors, LLC
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City National Bank Of Florida /msd
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Topel & Distasi Wealth Management, LLC
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Daymark Wealth Partners, Llc
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Towercrest Capital Management
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