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Centurion Wealth Management LLC
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Hemington Wealth Management
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Gilman Hill Asset Management, LLC
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First National Bank Sioux Falls
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TD Waterhouse Canada Inc.
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Alpine Bank Wealth Management
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Atlantic Edge Private Wealth Management, LLC
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McMill Wealth Management
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Envision Financial LLC
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Kanawha Capital Management Llc
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New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES
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Gen-Wealth Partners Inc
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Summit Wealth Group Llc / Co
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Collaborative Wealth Managment Inc.
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GAMMA Investing LLC
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TruWealth Advisors, LLC
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Sage Investment Counsel LLC
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Aspen Wealth Strategies, LLC
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Bogart Wealth, LLC
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Eastern Bank
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Verisail Partners, LLC
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Ellerson Group Inc /adv
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Wealthspan Partners, Llc
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Koshinski Asset Management, Inc.
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Crews Bank & Trust
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DecisionMap Wealth Management, LLC
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Running Point Capital Advisors, LLC
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Caldwell Securities, Inc
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United Advisor Group, LLC
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Schechter Investment Advisors, LLC
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Concord Wealth Partners
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Fidelis Capital Partners, LLC
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Burling Wealth Partners, Llc
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BTG Pactual Asset Management US LLC
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
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Linscomb & Williams, Inc.
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Vantage Point Financial LLC
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San Luis Wealth Advisors LLC
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New England Capital Financial Advisors LLC
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Keel Point, LLC
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Steel Peak Wealth Management LLC
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Harel Insurance Investments & Financial Services Ltd.
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Cape Investment Advisory, Inc.
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Gallagher Fiduciary Advisors, LLC
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Nikulski Financial, Inc.
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BigSur Wealth Management LLC
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Traub Capital Management LLC
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Focus Financial Network, Inc.
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Silvia Mccoll Wealth Management, Llc
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Pointe Capital Management LLC
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Roundview Capital LLC
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Eagle Strategies LLC
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Pittenger & Anderson Inc
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ORG Partners LLC
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Bank of Jackson Hole Trust
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Baldwin Investment Management, LLC
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Burney Co/
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Retirement Investment Advisors, Inc.
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Crewe Advisors LLC
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Cypress Point Wealth Management, LLC
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Aqr Capital Management Llc
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Waller Financial Planning Group, Inc
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First Heartland Consultants, Inc.
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Pinnacle Wealth Management Advisory Group, LLC
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Keystone Financial Services, LLC
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Envestnet Asset Management Inc
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ARS Wealth Advisors Group, LLC
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Mariner, LLC
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Two Roads Shared Trust - Foundations Dynamic Value ETF
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Bridge Generations Wealth Management Llc
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Alerus Financial Na
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Financial Advisory Corp
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Annandale Capital, LLC
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Sebold Capital Management, Inc.
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Thrive Capital Management, LLC
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Hantz Financial Services, Inc.
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Rooted Wealth Advisors, Inc.
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Market Street Wealth Management Advisors Llc
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Capital Advisors Wealth Management, LLC
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Wells Financial Advisors INC
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Private Trust Co Na
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Life Planning Partners, Inc
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BWM Planning, LLC
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MWA Asset Management
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Resources Investment Advisors, LLC.
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Gts Securities Llc
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Greenline Partners, LLC
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Mutual Advisors, LLC
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SPGTX - Symmetry Panoramic Trust - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares
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RMR Capital Management, LLC
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Retirement Planning Group
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Simplicity Wealth,LLC
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Curtis Advisory Group, LLC
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Jmac Enterprises Llc
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Lauterbach Financial Advisors, LLC
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Punch & Associates Investment Management, Inc.
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CWA Asset Management Group, LLC
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Camelot Portfolios, LLC
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Commonwealth Equity Services, Llc
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Robertson Stephens Wealth Management, LLC
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West Financial Advisors, LLC
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Community Bank, N.A.
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Ipsen Advisor Group LLC
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KPP Advisory Services LLC
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Johnson Investment Counsel Inc
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HBK Sorce Advisory LLC
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Jackson Hole Capital Partners, LLC
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Diversify Wealth Management, Llc
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NewEdge Wealth, LLC
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OneAscent Financial Services LLC
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MidWestOne Financial Group, Inc.
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Wealth Architects, LLC
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Trust Co
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EP Wealth Advisors, Inc.
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Atomi Financial Group, Inc.
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Northwest Capital Management Inc
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Black Diamond Financial, LLC
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Delos Wealth Advisors, LLC
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Raymond James Financial Inc
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Kestra Private Wealth Services, Llc
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Passive Capital Management, LLC.
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Camelot Technology Advisors, Inc.
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Pinnacle Financial Partners Inc
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Taylor, Cottrill, Erickson & Associates, Inc.
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Quarry Hill Advisors, Llc
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1st Source Bank
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Cobblestone Capital Advisors Llc /ny/
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Traveka Wealth, LLC
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Pathway Financial Advisors LLC
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Tompkins Financial Corp
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Rsm Us Wealth Management Llc
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Forefront Wealth Partners, LLC
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Amussen Hunsaker Associates Llc
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Fisher Asset Management, LLC
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Stratos Wealth Partners, LTD.
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Systematic Financial Management Lp
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Horizon Bancorp Inc /in/
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Cresset Asset Management, LLC
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Sigma Planning Corp
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M&t Bank Corp
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Wescott Financial Advisory Group, LLC
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Skopos Labs, Inc.
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NFP Retirement, Inc.
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Shared Vision Wealth Group LLC
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Whittier Trust Co
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Financial Futures Ltd Liability Co.
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Register Financial Advisors LLC
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Insight Inv LLC
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Silvercrest Asset Management Group Llc
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Bowman & Co S.C.
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Intelligence Driven Advisers, LLC
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Precedent Wealth Partners, Llc
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Sterling Financial Planning, Inc.
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Cornerstone Wealth Advisors, Inc.
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Acorn Financial Advisory Services Inc /adv
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
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|
Carnegie Capital Asset Management, LLC
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|
PFSMX - Northern Lights Fund Trust - RiskPro® PFG 30+ Fund Class R
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Townsend Asset Management Corp /nc/ /adv
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Hopwood Financial Services, Inc.
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Cathy Pareto & Associates, Inc
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Marotta Asset Management
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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|
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|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
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Northwest Quadrant Wealth Management, LLC
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Clune & Associates, Ltd.
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Paragon Advisors, LLC
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Green Harvest Asset Management LLC
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TCTC Holdings, LLC
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Ronald Blue Trust, Inc.
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Gerber Kawasaki Wealth & Investment Management
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Millstone Evans Group, LLC
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|
Financial Counselors Inc
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|
First American Trust, Fsb
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|
Ritter Daniher Financial Advisory LLC / DE
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Matisse Capital
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Baltimore-Washington Financial Advisors, Inc.
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PAX Financial Group, LLC
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Beckerman Institutional, LLC
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|
Coastline Trust Co
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|
Farmers & Merchants Trust Co of Chambersburg PA
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|
Tudor Investment Corp Et Al
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|
Neuberger Berman Group LLC
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|
Transce3nd, LLC
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Dorsey & Whitney Trust CO LLC
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Certified Advisory Corp
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Capital Advantage, Inc.
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Shakespeare Wealth Management, Inc.
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American Financial & Tax Strategies Inc
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City State Bank
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|
Gibson Capital, LLC
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Alesco Advisors Llc
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Wrenne Financial Planning LLC
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JMG Financial Group, Ltd.
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Hollencrest Capital Management
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Front Row Advisors LLC
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|
Patriot Financial Group Insurance Agency, LLC
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Alpha Omega Wealth Management LLC
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Future Financial Wealth Managment LLC
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Discipline Wealth Solutions, LLC
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Eagle Rock Investment Company, Llc
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Signet Financial Management, Llc
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YANKCOM Partnership
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Altiora Financial Group, LLC
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Adamsbrown Wealth Consultants Llc
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Evolution Wealth Management Inc.
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Stratos Wealth Advisors, LLC
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Penobscot Wealth Management
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Compass Planning Associates Inc
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Sachetta, LLC
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Schrum Private Wealth Management LLC
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Seek First Inc.
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Hm Payson & Co
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Rodgers & Associates, LTD
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FDx Advisors, Inc.
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Beacon Capital Management, LLC
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Western Wealth Management, LLC
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Dynamic Advisor Solutions LLC
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|
Stephens Inc /ar/
|
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|
Angeles Wealth Management, Llc
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Advantage Trust Co
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Marquette Asset Management, LLC
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Battery Global Advisors, LLC
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Wealthstream Advisors, Inc.
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|
BRYN MAWR TRUST Co
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Sagace Wealth Management LLC
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|
Whitaker-Myers Wealth Managers, LTD.
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|
Massmutual Trust Co Fsb/adv
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|
Redwood Investment Management, Llc
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|
Argent Trust Co
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|
Wesbanco Bank Inc
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Center For Asset Management LLC
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Financial Synergies Wealth Advisors, Inc.
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Advyzon Investment Management, LLC
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ICONIQ Capital, LLC
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|
SOL Capital Management CO
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Wilson & Boucher Capital Management, LLC
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Smartleaf Asset Management LLC
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Richardson Financial Services Inc.
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Sunbelt Securities, Inc.
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Brown Advisory Inc
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Canvas Wealth Advisors, LLC
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Franklin Resources Inc
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Accel Wealth Management
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Sterling Wealth Management, Inc.
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Arrowroot Family Office, LLC
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Joel Isaacson & Co., LLC
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Tsfg, Llc
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WealthCare Investment Partners, LLC
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North Ridge Wealth Advisors, Inc.
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Arete Wealth Advisors, LLC
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Wealth Preservation Advisors, LLC
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|
Van Cleef Asset Management,Inc
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Caitlin John, LLC
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|
Mayfair Advisory Group, LLC
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Apollon Financial, LLC
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McGlone Suttner Wealth Management, Inc.
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Apollon Wealth Management, LLC
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Clarius Group, LLC
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|
Mcdonald Partners Llc
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Moser Wealth Advisors, LLC
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|
Leeward Financial Partners, LLC
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|
VestGen Advisors, LLC
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|
Andrews, Lucia Wealth Management Llc
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Key Client Fiduciary Advisors, LLC
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Calton & Associates, Inc.
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Talon Private Wealth, LLC
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U.S. Capital Wealth Advisors, LLC
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|
Lodestar Private Asset Management Llc
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Checchi Capital Advisers, LLC
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|
Schulz Wealth, LTD.
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Armstrong Advisory Group, Inc
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Uptown Financial Advisors LLC
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Northstar Group, Inc.
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Papp L Roy & Associates
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BlackRock, Inc.
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Nicolet Advisory Services, Llc
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Beacon Pointe Advisors, LLC
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Pineridge Advisors LLC
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Klingman & Associates, LLC
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First Command Advisory Services, Inc.
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Park Edge Advisors, LLC
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Prosperity Planning, Inc.
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Miracle Mile Advisors, LLC
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Holos Integrated Wealth LLC
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|
Guidance Point Advisors, LLC
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|
Droms Strauss Advisors Inc /mo/ /adv
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|
Hallmark Capital Management Inc
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|
Dentgroup LLC
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|
Bartlett & Co. Wealth Management Llc
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Cherry Creek Investment Advisors, Inc.
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|
Snider Financial Group
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Bruce G. Allen Investments, LLC
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Topel & Distasi Wealth Management, LLC
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Elevate Wealth Advisory, Inc
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Almanack Investment Partners, LLC.
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Tme Financial, Inc.
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Summit Trail Advisors, Llc
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Chapin Davis, Inc.
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Traynor Capital Management, Inc.
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Milestone Investment Advisors LLC
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Wiley Bros.-aintree Capital, Llc
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Dravo Bay Llc
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Highline Wealth Partners Llc
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Steward Partners Investment Advisory, Llc
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Conrad Siegel Investment Advisors, Inc.
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Legacy Private Trust Co.
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SRS Capital Advisors, Inc.
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GHP Investment Advisors, Inc.
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180 Wealth Advisors, Llc
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Dakota Wealth Management
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Wrapmanager Inc
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McLean Asset Management Corp
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Founders Financial Securities Llc
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Investors Research Corp
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Great Valley Advisor Group, Inc.
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Windward Private Wealth Management Inc.
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Foster & Motley Inc
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Brooklyn FI, LLC
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Wagner Wealth Management, Llc
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Stokes Family Office, LLC
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Red Tortoise LLC
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Level Four Advisory Services, Llc
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Perigon Wealth Management, LLC
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BCS Wealth Management
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EPG Wealth Management LLC
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Centennial Bank/AR/
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Holland Advisory Services, Inc.
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Sonoma Private Wealth LLC
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Prestige Wealth Management Group LLC
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FSA Investment Group, LLC
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CX Institutional
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Cardinal Strategic Wealth Guidance
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HB Wealth Management, LLC
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Stephenson National Bank & Trust
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Diversified Enterprises, LLC
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Adviser Investments LLC
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Apeiron RIA LLC
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Insight Advisors, LLC/ PA
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Advanced Series Trust - Ast Small-cap Growth Portfolio
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Diversify Advisory Services, LLC
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Financial Harvest, LLC
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Greenhouse Wealth Management, LLC
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Argentarii, LLC
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Family CFO Inc
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Compass Investment Advisers LLC
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Assetmark, Inc
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Capital Group Private Client Services, Inc.
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Advisory Alpha, LLC
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Milestone Asset Management Group, LLC
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Avant Financial Advisors LLC
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Scotia Capital Inc.
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IVC Wealth Advisors LLC
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Lodestone Wealth Management LLC
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Quest Investment Management Llc
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Farmers & Merchants Investments Inc
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Bare Financial Services, Inc
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Twin Focus Capital Partners, Llc
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KDT Advisors, LLC
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Mercer Global Advisors Inc /adv
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Heartwood Wealth Advisors LLC
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Abound Wealth Management
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Bank Of America Corp /de/
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Regions Financial Corp
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Holistic Planning, LLC
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Paragon Capital Management Ltd
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Chicago Partners Investment Group LLC
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Legacy Bridge, LLC
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Avantax Planning Partners, Inc.
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SOA Wealth Advisors, LLC.
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Allworth Financial LP
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Galvin, Gaustad & Stein, LLC
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Forbes Financial Planning, Inc.
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Ackerman Capital Advisors, LLC
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Larson Financial Group LLC
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Amplius Wealth Advisors, LLC
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TPG Advisors LLC
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Wedmont Private Capital
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Praetorian Wealth Management, Inc.
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Prosperity Consulting Group, LLC
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CIBC World Markets Inc.
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Glen Eagle Advisors, LLC
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Nottingham Advisors, Inc.
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BluePointe Capital Management, LLC
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Vestia Personal Wealth Advisors
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Lane & Associates LLC
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Insigneo Advisory Services, Llc
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SkyOak Wealth, LLC
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Addison Advisors LLC
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Abacus Planning Group, Inc.
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Flagship Harbor Advisors, Llc
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Nabity-Jensen Investment Management Inc
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Pinney & Scofield, Inc.
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LOM Asset Management Ltd
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Prospera Financial Services Inc
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Advisor OS, LLC
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AMG National Trust Bank
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Diversified Portfolios, Inc.
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Jacobi Capital Management LLC
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Ameritas Advisory Services, LLC
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Hoge Financial Services, Llc
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Seed Wealth Management, Inc.
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Selective Wealth Management, Inc.
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Fourth Dimension Wealth, LLC
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Probity Advisors, Inc.
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Sagespring Wealth Partners, Llc
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Agf Management Ltd
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Beaumont Financial Advisors, LLC
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Axis Wealth Partners, LLC
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BancFirst Trust & Investment Management
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Vermillion Wealth Management, Inc.
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GM Advisory Group, Inc.
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Mount Yale Investment Advisors, LLC
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Villere St Denis J & Co Llc
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Wetherby Asset Management Inc
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McNamara Financial Services, Inc.
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Fortis Capital Advisors, LLC
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Soltis Investment Advisors LLC
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Tactive Advisors, LLC
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Fermata Advisors, LLC
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Signature Securities Group Corporation
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Old North State Wealth Management, LLC
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Tradition Wealth Management, LLC
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Elite Financial, Inc.
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Moloney Securities Asset Management, LLC
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Thrivent Financial For Lutherans
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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NWF Advisory Services Inc.
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Atlantic Trust, LLC
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Compass Capital Corp /ma/ /adv
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Costello Asset Management, INC
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Sandy Spring Bank
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Aaron Wealth Advisors LLC
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Barnes Dennig Private Wealth Management LLC
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C M Bidwell & Associates Ltd
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Comprehensive Financial Management LLC
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American Investment Services, Inc.
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BancorpSouth Bank
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Topsail Wealth Management, LLC
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Lowe Brockenbrough & Co Inc
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Cliftonlarsonallen Wealth Advisors, Llc
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Trust Co of the South
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Werba Rubin Papier Wealth Management
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Peachtree Investment Partners, LLC
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Ameriprise Financial Inc
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Pekin Hardy Strauss, Inc.
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Magnolia Capital Advisors Llc
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Spurstone Advisory Services, LLC
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Cornerstone Planning Group LLC
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Hartland & Co., LLC
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Maryland Capital Advisors Inc.
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Mid-American Wealth Advisory Group, Inc.
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Cannon Financial Strategists, Inc.
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Brown Brothers Harriman & Co
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International Assets Investment Management, Llc
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Exencial Wealth Advisors, Llc
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Cutler Investment Counsel Llc
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One Charles Private Wealth Services, LLC
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AE Wealth Management LLC
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Uhlmann Price Securities, Llc
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WPG Advisers, LLC
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JDM Financial Group LLC
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Mezzasalma Advisors, LLC
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Sepio Capital, LP
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Atlantic Private Wealth, LLC
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Greykasell Wealth Strategies, Inc.
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Snowden Capital Advisors LLC
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Avion Wealth
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|
Whittier Trust Co Of Nevada Inc
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|
Retirement Systems of Alabama
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Red Lighthouse Investment Management, Llc
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Buckingham Strategic Partners
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Dynamic Wealth Strategies, LLC
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Aspiriant, Llc
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Orion Portfolio Solutions, LLC
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Pennington Partners & Co., Llc
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Breakwater Capital Group
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Ameriflex Group, Inc.
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TCG Advisory Services, LLC
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Weinberger Asset Management, Inc
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Archford Capital Strategies, LLC
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Capital Wealth Management, Llc
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Clark Asset Management, LLC
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Total Wealth Planning, Llc
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Vise Technologies, Inc.
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Beaird Harris Wealth Management, LLC
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Ehrlich Financial Group
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Cahill Financial Advisors Inc
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Austin Wealth Management, LLC
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Orion Capital Management LLC
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Michels Family Financial, LLC
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Walter & Keenan Financial Consulting Co /mi/ /adv
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Presilium Private Wealth, Llc
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KKM Financial LLC
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Greenup Street Wealth Management Llc
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MJT & Associates Financial Advisory Group, Inc.
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Hughes Financial Services, LLC
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Berkshire Money Management, Inc.
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Concurrent Investment Advisors, LLC
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Centricity Wealth Management, LLC
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Dominguez Wealth Management Solutions, Inc.
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Mv Capital Management, Inc.
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American Financial Advisors, LLC
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Frederick Financial Consultants, LLC
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Kraft Asset Management, Llc
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Clarity Capital Advisors, LLC
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Arbor Investment Advisors, LLC
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Nemes Rush Group LLC
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LifePlan Investment Advisors, Inc.
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Curated Wealth Partners LLC
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Sharper & Granite LLC
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Tacita Capital Inc
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Coastwise Capital Group, LLC
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Compass Ion Advisors, LLC
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Coordinated Financial Services, Inc./CO
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Colony Group, LLC
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Canandaigua National Bank & Trust Co
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Grand Wealth Management, Llc
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|
Dynamic Financial Group
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|
Finward Bancorp
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Cm Wealth Advisors Llc
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|
Gpwm Llc
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Oldfather Financial Services, LLC
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TrueWealth Financial Partners
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Townsquare Capital Llc
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Change Path, LLC
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Invst, LLC
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Keybank National Association/oh
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Barnes Pettey Financial Advisors, Llc
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James Investment Research Inc
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Bell Investment Advisors, Inc
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Ritholtz Wealth Management
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McClarren Financial Advisors, Inc.
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Optima Capital Llc
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StoneX Group Inc.
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Drucker Wealth 3.0, LLC
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Brand Asset Management Group, Inc.
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Thompson Siegel & Walmsley Llc
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Cascade Financial Partners, LLC
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Alteri Wealth LLC
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Confluence Wealth Services, Inc.
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Gleason Group, Inc.
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Regal Investment Advisors LLC
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PKS Advisory Services, LLC
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CI Private Wealth, LLC
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Lido Advisors, LLC
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Garde Capital, Inc.
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Petix & Botte Co
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Newbridge Financial Services Group, Inc.
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SageView Advisory Group, LLC
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New Hampshire Trust
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Sequoia Financial Advisors, LLC
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MAI Capital Management
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Granby Capital Management, LLC
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Manuka Financial, LLC
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Berkeley, Inc
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First Horizon Advisors, Inc.
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Binnacle Investments Inc
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Melfa Wealth Management, Llc
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Wharton Business Group, LLC
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Belvedere Trading LLC
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Vantage Financial Partners, LLC
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PDS Planning, Inc
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Kennebec Savings Bank
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Tritonpoint Wealth, Llc
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Mascagni Wealth Management, Inc.
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Anderson Hoagland & Co
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Magnolia Private Wealth, LLC
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Murphy, Middleton, Hinkle & Parker, Inc.
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Robinson Smith Wealth Advisors Llc
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Goldman Sachs Group Inc
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Sage Financial Management Group, Inc.
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Summit Wealth & Retirement Planning, Inc.
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Accretive Wealth Partners, LLC
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Walkner Condon Financial Advisors LLC
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Arbor Wealth Advisors LLC
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Northwestern Mutual Wealth Management Co
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Meeder Advisory Services, Inc.
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Martin Worley Group
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Harbour Investments, Inc.
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Fiduciary Advisors, Inc.
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CGC Financial Services, LLC
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Exchange Bank
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Summit X, LLC
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BSW Wealth Partners
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NorthRock Partners, LLC
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Marcum Wealth, LLC
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Strategic Financial Concepts, LLC
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MorganRosel Wealth Management, LLC
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HFM Investment Advisors, LLC
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Versant Capital Management, Inc
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Plancorp, LLC
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TriaGen Wealth Management LLC
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Newman Dignan & Sheerar, Inc.
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Northwest Wealth Management, Llc
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Core Wealth Partners LLC
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Key FInancial Inc
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Field & Main Bank
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Spectrum Investment Advisors, Inc.
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Bishop & Co Investment Management, LLC
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Parsons Capital Management Inc/ri
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Graney & King, LLC
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Strategies Wealth Advisors, LLC
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Monograph Wealth Advisors, Llc
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Roof Eidam & Maycock/adv
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|
Guardian Wealth Management, Inc.
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|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Apriem Advisors
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Windsor Advisory Group, LLC
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Park Place Capital Corp
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Tyche Wealth Partners LLC
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Ark & Tlk Investments, Llc
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Narus Financial Partners, LLC
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West Branch Capital LLC
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Sax Wealth Advisors, Llc
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Pioneer Wealth Management Group
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My Personal CFO, LLC
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Fortis Capital Management LLC
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Red Wave Investments LLC
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SBI Securities Co., Ltd.
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Wellington Capital Management, Inc.
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CAPROCK Group, Inc.
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Seacrest Wealth Management, Llc
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HighTower Advisors, LLC
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Trust Point Inc.
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Rossby Financial, LCC
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City Holding Co
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Parcion Private Wealth LLC
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We Are One Seven, LLC
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Employees' Retirement Fund of the City of Fort Worth
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First Financial Corp /in/
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Culbertson A N & Co Inc
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Delta Financial Group, Inc.
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J.w. Cole Advisors, Inc.
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Kovitz Investment Group Partners, LLC
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Janney Montgomery Scott LLC
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Jane Street Group, Llc
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Seven Mile Advisory
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Disciplined Investments, LLC
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Sage Mountain Advisors LLC
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Armbruster Capital Management, Inc.
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Silverlake Wealth Management Llc
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Arkadios Wealth Advisors
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Performa Ltd (US), LLC
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Ashton Thomas Private Wealth, LLC
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Royal Bank Of Canada
|
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1832 Asset Management L.P.
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Team Hewins, LLC
|
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Marion Wealth Management
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Citigroup Inc
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Elm Partners Management LLC
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Nwam Llc
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Barlow Wealth Partners, Inc.
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DiMeo Schneider & Associates, L.L.C.
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BOK Financial Private Wealth, Inc.
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Stonebridge Financial Planning Group, LLC
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Strategic Blueprint, LLC
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Infinity Wealth Counsel, LLC
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North Capital, Inc.
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Continuum Advisory, LLC
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Roffman Miller Associates Inc /pa/
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Consolidated Portfolio Review Corp
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Huntington National Bank
|
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rebel Financial LLC
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Jackson Creek Investment Advisors LLC
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Alliancebernstein L.p.
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Lake Street Financial Llc
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Advisor Group Holdings, Inc.
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Facet Wealth, Inc.
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Glass Jacobson Investment Advisors llc
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Captrust Financial Advisors
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Cozad Asset Management Inc
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Monument Group Wealth Advisors, LLC
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Silver Oak Advisory Group, Inc.
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Firestone Capital Management
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Becker Capital Management Inc
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Oakworth Capital, Inc.
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Athena Investment Management
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King Wealth
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Arvest Investments, Inc.
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Stone Point Wealth LLC
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Mainsail Financial Group, LLC
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Martel Wealth Advisors Inc
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Embree Financial Group
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Koesten, Hirschmann & Crabtree, INC.
|
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Warner Financial, Inc
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Integrated Wealth Concepts LLC
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Cranbrook Wealth Management, LLC
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Sovran Advisors, LLC
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Accredited Investors Inc.
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Atria Investments Llc
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Pathstone Holdings, LLC
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BIP Wealth, LLC
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10Elms LLP
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Strategic Wealth Partners, Ltd.
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Evergreen Private Wealth LLC
|
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Foundations Investment Advisors, LLC
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Libra Wealth Llc
|
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Cidel Asset Management Inc
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Net Worth Advisory Group
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Family Legacy, Inc.
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Pasadena Private Wealth, LLC
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MSH Capital Advisors LLC
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Defined Wealth Management, Llc
|
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Jacobsen Capital Management
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Willner & Heller, Llc
|
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Financial Alternatives, Inc
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Financial Advocates Investment Management
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Armor Investment Advisors, LLC
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|
Kestra Investment Management, LLC
|
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Atlantic Union Bankshares Corp
|
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Bay Rivers Group
|
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LMG Wealth Partners, LLC
|
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KC Investment Advisors, LLC
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JT Stratford LLC
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Clear Point Advisors Inc.
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Modera Wealth Management, LLC
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JPL Wealth Management, LLC
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Zhang Financial LLC
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|
Smith Thornton Advisors LLC
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|
May Barnhard Investments LLC
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Claris Advisors, Llc / Mo /
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McCarthy Grittinger Financial Group, LLC
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K2 Financial Inc.
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Forest Hill Capital, LLC
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LGT Financial Advisors LLC
|
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|
Trust Co Of Vermont
|
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|
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|
Founders Grove Wealth Partners, Llc
|
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|
|
First PREMIER Bank
|
|
|
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|
Client 1st Advisory Group, Llc
|
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|
Boston Private Wealth Llc
|
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Beaumont Asset Management, L.L.C.
|
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|
25 Llc
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BLB&B Advisors, LLC
|
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|
Barclays Plc
|
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|
Trifecta Capital Advisors, LLC
|
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|
|
|
Oak Hill Wealth Advisors, Llc
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Grey Fox Wealth Advisors, LLC
|
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XY Planning Network, Inc.
|
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Opal Wealth Advisors, LLC
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Ethos Financial Group, LLC
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Mason Investment Advisory Services, Inc.
|
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|
|
Quent Capital, LLC
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|
Oppenheimer & Co Inc
|
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|
|
|
Wolff Financial Management Llc
|
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|
|
|
Cahill Wealth Management, LLC
|
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|
|
|
Ancora Advisors, LLC
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|
Pacific Sun Financial Corp
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|
Morris Financial Concepts, Inc.
|
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|
SILVER OAK SECURITIES, Inc
|
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|
McAdam, LLC
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|
Jones Financial Companies Lllp
|
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|
Lion Street Advisors, LLC
|
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|
|
Apexium Financial, Lp
|
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|
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|
|
Flow Traders U.s. Llc
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Taylor & Morgan Wealth Management, LLC
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|
Foster Group, Inc.
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|
RFG - Bristol Wealth Advisors, LLC
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Cadent Capital Advisors, LLC
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|
|
|
|
TRTY - Cambria ETF Trust - Cambria Trinity ETF
|
|
|
|
|
|
Valpey Financial Services, LLC
|
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|
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|
|
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class
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|
Prime Capital Investment Advisors, LLC
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|
|
Tfo-tdc, Llc
|
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|
Quantinno Capital Management LP
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|
Curio Wealth, Llc
|
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|
Evanson Asset Management, LLC
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Davis Capital Management
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MidAtlantic Capital Management, Inc.
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IFG Advisors, LLC
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Global Retirement Partners, LLC
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Mather Group, Llc.
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Index Fund Advisors, Inc.
|
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|
FSA Wealth Management LLC
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|
Investor's Fiduciary Advisor Network, LLC
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|
|
|
|
Lmcg Investments, Llc
|
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|
White Lighthouse Investment Management Inc.
|
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|
|
|
|
Redwood Park Advisors LLC
|
|
|
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|
Friday Financial
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|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Blair William & Co/il
|
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|
|
|
Td Private Client Wealth Llc
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|
Paulson Wealth Management Inc.
|
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|
Richmond Investment Services, LLC
|
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|
Wellington Management Group Llp
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|
Synergy Financial Management, LLC
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|
Tidemark, LLC
|
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|
Van Den Berg Management I, Inc
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|
Aire Advisors, Llc
|
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|
Financial Freedom, LLC
|
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|
Comerica Bank
|
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Wealthspire Advisors, LLC
|
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|
North Star Investment Management Corp.
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Dougherty Wealth Advisers LLC
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|
Baird Financial Group, Inc.
|
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|
McIlrath & Eck, LLC
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WealthCollab, LLC
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Yoder Wealth Management, Inc.
|
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|
TFB Advisors LLC
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|
3EDGE Asset Management, LP
|
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|
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|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Headinvest, Llc
|
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|
|
|
|
Meritas Wealth Management, LLC
|
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|
PrairieView Partners, LLC
|
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|
|
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Apella Capital, LLC
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Ceera Investments, Llc
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Level Financial Advisors, Inc.
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Weitzel Financial Services, Inc.
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Corrigan Financial, Inc.
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Choate Investment Advisors
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Strategic Financial Partners, Ltd.
|
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|
|
SWAN Capital LLC
|
|
|
|
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|
Cambridge Capital Management, Llc
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|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
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|
D.a. Davidson & Co.
|
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|
Gladwyn Financial Advisors, Inc.
|
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|
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|
Aspen Grove Capital, LLC
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|
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|
Evermay Wealth Management Llc
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|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Quattro Financial Advisors Llc
|
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|
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Wealthfront Advisers Llc
|
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|
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|
Texas Yale Capital Corp.
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
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Evoke Wealth, Llc
|
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|
Verity Asset Management, Inc.
|
|
|
|
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|
Keystone Financial Group
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|
Granite FO LLC
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|
Argent Advisors, Inc.
|
|
|
|
|
|
Gray Private Wealth, LLC
|
|
|
|
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|
Balboa Wealth Partners
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|
Acropolis Investment Management, LLC
|
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|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
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|
CENTRAL TRUST Co
|
|
|
|
|
|
Grange Capital, LLC
|
|
|
|
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|
Solutions 4 Wealth, Ltd
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|
Russell Investments Group, Ltd.
|
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|
Nicholas Hoffman & Company, LLC.
|
|
|
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|
Bestgate Wealth Advisors, LLC
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|
|
|
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|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
EWG Elevate Inc.
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Meredith Wealth Planning
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
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|
NorthLanding Financial Partners, LLC
|
|
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|
General Partner, Inc.
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
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|
Willis Investment Counsel
|
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|
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|
Ausdal Financial Partners, Inc.
|
|
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|
|
|
Peapack Gladstone Financial Corp
|
|
|
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|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Mokosak Advisory Group, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
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|
|
|
|
|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
|
Empirical Asset Management, LLC
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Modern Wealth Management, LLC
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|
Qrg Capital Management, Inc.
|
|
|
|
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|
Trustmark National Bank Trust Department
|
|
|
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Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Resolute Advisors LLC
|
|
|
|
|
|
Landmark Wealth Management, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
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Navigoe, LLC
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Atlas Financial Advisors, Inc.
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|
CBIZ Investment Advisory Services, LLC
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Unconventional Investor, LLC
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|
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|
Prudential Financial Inc
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|
|
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|
Global Trust Asset Management, LLC
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|
Options Solutions, Llc
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|
Fifth Third Securities, Inc.
|
|
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|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
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|
Glenview Trust Co
|
|
|
|
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|
Smithfield Trust Co
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|
|
|
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|
New Republic Capital, LLC
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|
|
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|
Baker Ellis Asset Management LLC
|
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|
|
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|
Vanguard Group Inc
|
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|
Federation des caisses Desjardins du Quebec
|
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|
Semitam Bonam Llc
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|
WNY Asset Management, LLC
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|
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|
Keeler & Nadler Financial Planning & Wealth Management
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|
BHK Investment Advisors, LLC
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|
Bessemer Group Inc
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Emerald Investment Partners, Llc
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Envestnet Portfolio Solutions, Inc.
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|
Commerce Bank
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Indiana Trust & Investment Management CO
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Noble Family Wealth, LLC
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Theory Financial Llc
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Journey Strategic Wealth Llc
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Tortoise Investment Management, LLC
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Pettyjohn, Wood & White, Inc
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Stewardship Advisors, LLC
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Truist Financial Corp
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Cherry Tree Wealth Management, LLC
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Vance Wealth, Inc.
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Sterling Investment Counsel, LLC
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Grimes & Company, Inc.
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PBMares Wealth Management LLC
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Kessler Investment Group, LLC
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Brown Wealth Management, Llc
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Inspirion Wealth Advisors, Llc
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Opulen Financial Group LLC
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Parkside Financial Bank & Trust
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Family Wealth Partners, Llc
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Brighton Jones Llc
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E&G Advisors, LP
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Creekmur Asset Management LLC
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CNB Bank
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Brass Tax Wealth Management, Inc
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Golden State Wealth Management, LLC
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Pinnacle Bancorp, Inc.
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Fiduciary Financial Group, Llc
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Murphy & Mullick Capital Management Corp
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Quadrant Capital Group Llc
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Coordinated Financial Services, Inc.
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Cambridge Investment Research Advisors, Inc.
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Elgethun Capital Management
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Winthrop Advisory Group LLC
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Jeppson Wealth Management, Llc
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Howe & Rusling Inc
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Kraft, Davis & Associates, LLC
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Warren Averett Asset Management, LLC
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Tenret Co LLC
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Romano Brothers And Company
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Aviso Wealth Management
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Lifeworks Advisors, LLC
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Hurley Capital, LLC
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Accurate Wealth Management, LLC
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Essex Financial Services, Inc.
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Texas Bank & Trust Co
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Omega Financial Group, LLC
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Potentia Wealth
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Resurgent Financial Advisors LLC
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Arista Wealth Management, LLC
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Operose Advisors LLC
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Zions Bancorporation, National Association /ut/
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LPL Financial LLC
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Aurelius Family Office LLC
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Mayport, Llc
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Rfg Holdings, Inc.
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Strategic Investment Advisors / MI
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Gateway Wealth Partners, LLC
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Kingswood Wealth Advisors, Llc
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Copperwynd Financial, LLC
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Merit Financial Group, LLC
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Cove Private Wealth, LLC
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Prudent Investors Network
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Brightwater Advisory LLC
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LongView Wealth Management
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Burns Matteson Capital Management, LLC
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Northern Trust Corp
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Financial Advisory Service, Inc.
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Brian Low Financial Group, Llc
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Winthrop Capital Management, LLC
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Obsidian Personal Planning Solutions LLC
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Everhart Financial Group, Inc.
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Benjamin Edwards Inc
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Vivaldi Capital Management, LLC
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American National Bank
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Lindbrook Capital, Llc
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Park Square Financial Group, LLC
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SNS Financial Group, LLC
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Clayton Financial Group LLC
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Principia Wealth Advisory, LLC
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Marino, Stram & Associates Llc
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Cambridge Financial Group, LLC
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Trust Co Of Toledo Na /oh/
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Colony Family Offices, LLC
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Fuller & Thaler Asset Management, Inc.
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Cooksen Wealth, LLC
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Bangor Savings Bank
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SlateStone Wealth, LLC
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Financial Gravity Companies, Inc.
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Ridgewood Investments LLC
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Bokf, Na
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Godsey & Gibb Associates
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Towerpoint Wealth, LLC
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Aptus Capital Advisors, LLC
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Wolf Group Capital Advisors
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Breakwater Investment Management
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Peirce Capital Management, LLC
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Archer Investment Corp
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Pure Financial Advisors, Inc.
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Sapient Capital Llc
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HHM Wealth Advisors, LLC
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Rockbridge Investment Management, LCC
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Wit, Llc
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Plante Moran Financial Advisors, LLC
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Signature Estate & Investment Advisors Llc
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Harbour Capital Advisors, LLC
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National Asset Management, Inc.
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Coastal Bridge Advisors, LLC
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Clear Creek Financial Management, LLC
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Bragg Financial Advisors, Inc
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Wallace Hart LLC
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First United Bank Trust/
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FSM Wealth Advisors, LLC
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Capital Performance Advisors Llp
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Mission Creek Capital Partners, Inc.
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Cwm, Llc
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Copia Wealth Management
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Strategic Advisors LLC
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Provident Wealth Management, LLC
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RMB Capital Management, LLC
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Tiaa Trust, National Association
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Wells Trecaso Financial Group, LLC
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Blume Capital Management, Inc.
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Global Wealth Strategies & Associates
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Atlas Capital Advisors Llc
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Woodard & Co Asset Management Group Inc /adv
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Iowa State Bank
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Total Clarity Wealth Management, Inc.
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Liberty Wealth Management Llc
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Capasso Planning Partners LLC
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Tocqueville Asset Management L.p.
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Bradley & Co. Private Wealth Management, LLC
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ROSS\JOHNSON & Associates LLC
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Meridian Financial, LLC
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Savvy Advisors, Inc.
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Empowered Funds, LLC
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Natixis Advisors, L.p.
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Shepherd Financial Partners LLC
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Jfs Wealth Advisors, Llc
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IFG Advisory, LLC
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Round Rock Advisors, LLC
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JBGlobal.com LLC
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Goelzer Investment Management, Inc.
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Evergreen Wealth Management, LLC
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Zeit Capital LLC
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Brickley Wealth Management
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Retirement Financial Solutions, Llc
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Susquehanna International Group, Llp
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Hillman Co
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Verus Financial Partners, Inc.
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Keb Asset Management, Llc
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Fidelity D & D Bancorp Inc
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Summit Asset Management, LLC
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Provenance Wealth Advisors, LLC
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BKM Wealth Management, LLC
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Investmark Advisory Group LLC
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Rf&l Wealth Management, Llc
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Ballentine Capital Advisors, Inc
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Wsfs Capital Management, Llc
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First Manhattan Co
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Verdence Capital Advisors LLC
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Rockwood Wealth Management, LLC
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Ashton Thomas Securities, Llc
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Guidance Capital, Inc
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Sightline Wealth Advisors, LLC
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Quantum Financial Advisors, LLC
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Salem Investment Counselors Inc
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Tennessee Valley Asset Management Partners
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Inspire Advisors, LLC
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Marshall & Sterling Wealth Advisors Inc.
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DT Investment Partners, LLC
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LexAurum Advisors, LLC
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KDK Private Wealth Management, LLC
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Tillman Hartley LLC
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Principal Securities, Inc.
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Integral Investment Advisors, Inc.
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Campbell Deegan Wealth Management, LLC
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Busey Wealth Management
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Prospera Capital Management, LLC
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Access Investment Management LLC
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Hamilton Point Investment Advisors, LLC
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Abbot Financial Management, Inc.
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SYM FINANCIAL Corp
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Centaurus Financial, Inc.
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IHT Wealth Management, LLC
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Bradley Foster & Sargent Inc/ct
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Kovack Advisors, Inc.
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Washington Trust Advisors, Inc.
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Brookstone Capital Management
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Vista Capital Partners, Inc.
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MeadowBrook Investment Advisors LLC
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Jentner Corp
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Kohmann Bosshard Financial Services, LLC
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Murphy Pohlad Asset Management LLC
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Freestone Capital Holdings, LLC
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EverSource Wealth Advisors, LLC
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Kestra Advisory Services, LLC
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Blue Barn Wealth, LLC
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Strategic Financial Services, Inc,
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RWM Asset Management, LLC
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James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
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New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES
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Gilliland Jeter Wealth Management LLC
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Transcend Wealth Collective, Llc
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Tradewinds Capital Management, LLC
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Smith, Salley & Associates
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Anchor Investment Management, LLC
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Triune Financial Partners, LLC
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Bailard, Inc.
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Condor Capital Management
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Tanglewood Legacy Advisors, LLC
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Umb Bank N A/mo
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Albion Financial Group /ut
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Salus Financial Advisors, LLC
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Spire Wealth Management
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Dakota Community Bank & Trust NA
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Avantax Advisory Services, Inc.
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Rialto Wealth Management, LLC
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Ally Invest Advisors Inc.
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Cornerstone Wealth Management, LLC
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Wealth Alliance
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St Germain D J Co Inc
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Signature Resources Capital Management, LLC
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Revisor Wealth Management LLC
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Schneider Downs Wealth Management Advisors, LP
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GMOM - Cambria ETF Trust - Cambria Global Momentum ETF
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Old Second National Bank Of Aurora
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Perfromance Wealth Partners, LLC
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MONECO Advisors, LLC
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GWM Advisors LLC
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Mowery & Schoenfeld Wealth Management, LLC
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Mechanics Financial Corp
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Csenge Advisory Group
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Simmons Bank
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Lansing Street Advisors
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Laurel Wealth Advisors LLC
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Asset Management Group, Inc.
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Creative Financial Designs Inc /adv
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Fairman Group, LLC
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O'shaughnessy Asset Management, Llc
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Next Level Private LLC
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New England Private Wealth Advisors LLC
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Dopkins Wealth Management, Llc
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Pin Oak Investment Advisors Inc
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Gables Capital Management Inc.
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Noble Wealth Management PBC
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Sage Financial Group Inc
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Citizens Financial Group Inc/ri
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LJI Wealth Management, LLC
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Country Club Bank /gfn
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TCI Wealth Advisors, Inc.
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Yukon Wealth Management, Inc.
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Prossimo Advisors, LLC
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CWC Advisors, LLC.
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Hazlett, Burt & Watson, Inc.
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Columbus Macro, LLC
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Plum Street Advisors, LLC
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EMC Capital Management
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WealthTrak Capital Management LLC
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Harbor Investment Advisory, Llc
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Duncker Streett & Co Inc
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Ieq Capital, Llc
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Jpmorgan Chase & Co
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Octavia Wealth Advisors, LLC
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IPG Investment Advisors LLC
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Garrett Investment Advisors LLC
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National Bank Of Canada /fi/
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Capital Investment Counsel, LLC
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Financial Management Professionals, Inc.
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Dagco, Inc.
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VSM Wealth Advisory, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Ofc Financial Planning, Llc
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Oxford Financial Group Ltd
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O'Connor Financial Group LLC
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Private Wealth Management Group, LLC
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Graves-Light Private Wealth Management, Inc.
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Newton One Investments LLC
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Eclectic Associates Inc /adv
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Future You Wealth Llc
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Hippocratic Financial Advisors, LLC
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Sky-mountain Capital Management, Inc.
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Midwest Trust Co
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CVA Family Office, LLC
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Safeguard Financial, LLC
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CJM Wealth Advisers, Ltd.
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Proffitt & Goodson Inc
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Integrity Wealth Solutions LLC
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Sei Investments Co
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Ifrah Financial Services, Inc.
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Fiduciary Family Office, Llc
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Salomon & Ludwin, LLC
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BlueSky Wealth Advisors, LLC
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Avidian Wealth Solutions, LLC
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RTD Financial Advisors, Inc.
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Hsbc Holdings Plc
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CoreCap Advisors, LLC
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Quotient Wealth Partners, LLC
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Perritt Capital Management Inc
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Compton Wealth Advisory Group, LLC
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PFG Investments, LLC
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Integrity Financial Corp /WA
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RHS Financial, LLC
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Spinnaker Trust
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Rockefeller Capital Management L.P.
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Cetera Investment Advisers
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Waldron Private Wealth LLC
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CIBC Private Wealth Group, LLC
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MCF Advisors LLC
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Connecticut Wealth Management, LLC
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Glenmede Trust Co Na
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Fairway Financial, LLC
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Mill Creek Capital Advisors, LLC
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Rothschild Investment Llc
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Manchester Capital Management LLC
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Appleton Partners Inc/ma
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Investments & Financial Planning, LLC
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Maridea Wealth Management LLC
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Benchmark Wealth Management, LLC
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Delta Asset Management Llc/tn
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Comprehensive Money Management Services LLC
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MB Generational Wealth, LLC
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Gladstone Institutional Advisory LLC
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Main Street Financial Solutions, LLC
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Country Trust Bank
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Marco Investment Management Llc
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RFG Advisory, LLC
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Efficient Advisors, LLC
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Creative Planning
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Nbc Securities, Inc.
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Heritage Wealth Advisors
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Congress Wealth Management LLC / DE /
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Sound Income Strategies, LLC
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Sierra Ocean, Llc
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Bnp Paribas Arbitrage, Sa
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Axim Planning & Wealth
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Cardiff Park Advisors, Llc
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Partners in Financial Planning
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Kilter Group LLC
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LRI Investments, LLC
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Qube Research & Technologies Ltd
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Thoroughbred Financial Services, Llc
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Flywheel Private Wealth LLC
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Forte Capital Llc /adv
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Rexford Capital Inc
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Perennial Investment Advisors, LLC
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Echo45 Advisors LLC
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Team Financial Group, LLC
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Frazier Financial Advisors, LLC
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Victory Financial Group, Llc
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Compass Financial Services Inc
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Sound View Wealth Advisors Group, LLC
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3Chopt Investment Partners, LLC
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Coppell Advisory Solutions LLC
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Atwood & Palmer Inc
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Morgan Stanley
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Wedbush Securities Inc
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Pensionmark Financial Group, Llc
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Intellectus Partners, LLC
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Fiduciary Trust Co
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Richard P Slaughter Associates Inc
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Glenmede Investment Management, LP
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Lam Group, Inc.
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Northern Oak Wealth Management Inc
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Bristlecone Advisors, LLC
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Westside Investment Management, Inc.
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Kingsview Wealth Management, LLC
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Northern Lights Fund Trust - Ocean Park Domestic ETF
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Stephens Consulting, LLC
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GeoWealth Management, LLC
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IAG Wealth Partners, LLC
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Main Street Group, LTD
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Falcon Wealth Planning
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Spreng Capital Management, Inc.
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Anfield Capital Management, LLC
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Diversified Trust Co
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Empower Advisory Group, LLC
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Ascent Group, LLC
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Matrix Private Capital Group Llc
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Steele Capital Management, Inc.
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AdvisorNet Financial, Inc
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Founders Financial Alliance, LLC
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Us Bancorp \de\
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Fmr Llc
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DecisionPoint Financial, LLC
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Christopher J. Hasenberg, Inc
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UMA Financial Services, Inc.
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Private Advisor Group, LLC
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Equitable Holdings, Inc.
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Willow Creek Wealth Management Inc.
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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WP Advisors, LLC
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Bellevue Asset Management, Llc
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Midwest Financial Group LLC
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Zrc Wealth Management, Llc
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Sage Rhino Capital Llc
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Jackson, Grant Investment Advisers, Inc.
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Belpointe Asset Management LLC
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Hanson & Doremus Investment Management
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Pillar Financial Advisors, LLC
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My Purposeful Wealth Corp.
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Tower Research Capital LLC (TRC)
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Retirement Planning Group, Llc / Ny
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Precision Wealth Strategies, LLC
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ERn Financial, LLC
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Rs Crum Inc.
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NorthStar Asset Management LLC /NJ/
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Vannoy Advisory Group, Inc.
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Painted Porch Advisors LLC
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Procyon Private Wealth Partners, LLC
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Northeast Financial Consultants Inc
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Visionary Wealth Advisors
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Betterment LLC
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Quadcap Wealth Management, LLC
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Inlight Wealth Management, LLC
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Weik Capital Management
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Annis Gardner Whiting Capital Advisors, LLC
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Riversedge Advisors, Llc
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Rinkey Investments
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Vontobel Holding Ltd.
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Saxony Capital Management, LLC
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Hardin Capital Partners, LLC
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Valley National Advisers Inc
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Cullen/frost Bankers, Inc.
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Mesirow Financial Investment Management, Inc.
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Jag Capital Management, Llc
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Family Wealth Group, LLC
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Family Investment Center, Inc.
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Tobias Financial Advisors, Inc.
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Aegis Wealth Management LLC
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Gradient Capital Advisors, LLC
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RoundAngle Advisors LLC
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Clark Capital Management Group, Inc.
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Sowell Financial Services LLC
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Chatham Capital Group, Inc.
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Tranquility Partners, LLC
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Stephens Group Asset Management, Llc
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Johnson Financial Group, Inc.
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Shayne & Co., Llc
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HFG Advisors, Inc.
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Bank Of Montreal /can/
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SC&H Financial Advisors, Inc.
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SJS Investment Consulting Inc.
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O'ROURKE & COMPANY, Inc
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Simon Quick Advisors, Llc
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St. Louis Trust Co
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Iron Horse Wealth Management, LLC
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Valued Wealth Advisors LLC
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Silver Oak Wealth Advisors Services, Llc
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Hoxton Planning & Management, LLC
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Coldstream Capital Management Inc
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SilverOak Wealth Management LLC
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Studio Investment Management Llc
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American Trust
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Kayne Anderson Rudnick Investment Management Llc
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Stifel Financial Corp
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Mycio Wealth Partners, Llc
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Crowley Wealth Management, Inc.
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Fifth Third Bancorp
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Brady Martz Wealth Solutions, LLC
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One Day In July LLC
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Colonial Trust Co / SC
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Creekside Partners
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Marble Harbor Investment Counsel, LLC
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Old Point Trust & Financial Services N A
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CSM Advisors, LLC
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Courier Capital Llc
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Planning Directions Inc
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Wealth Enhancement Advisory Services, Llc
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Rebalance, Llc
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RFP Financial Group LLC
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Brandywine Oak Private Wealth Llc
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Roble, Belko & Company, Inc
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Fwl Investment Management, Llc
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Fifth Third Wealth Advisors LLC
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Center for Financial Planning, Inc.
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Victrix Investment Advisors
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Bank Of Hawaii
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Charles Schwab Investment Management Inc
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Financial Advisors Network, Inc.
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Arcadia Investment Advisors Llc
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Mb, Levis & Associates, Llc
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Astra Wealth Partners LLC
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Chemistry Wealth Management LLC
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Independent Wealth Network Inc.
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Lutz Financial Services LLC
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Madison Wealth Partners, Inc
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Mogy Joel R Investment Counsel Inc
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IFP Advisors, Inc
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Lwm Advisors Inc
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Envision Financial Planning, LLC
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TRUE Private Wealth Advisors
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Lazari Capital Management, Inc.
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Goepper Burkhardt LLC
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Legacy Investment Solutions, LLC
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Parkworth Wealth Management, Inc.
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Quest 10 Wealth Builders, Inc.
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Bedel Financial Consulting, Inc.
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JustInvest LLC
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Brinker Capital Investments, LLC
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TFC Financial Management
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Fairscale Capital, LLC
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American Money Management, LLC
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USAdvisors Wealth Management, LLC
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Exchange Traded Concepts, Llc
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Ervin Investment Management, LLC
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Savant Capital, LLC
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Capital Investment Advisors, LLC
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Farther Finance Advisors, LLC
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BTC Capital Management, Inc.
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InvesTrust
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Chesley Taft & Associates LLC
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GFS Advisors, LLC
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Bearing Point Capital, Llc
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Horizon Financial Services, Llc
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Nova Wealth Management, Inc.
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Telos Capital Management, Inc.
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Schwallier Wealth Management LLC
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Central Pacific Bank - Trust Division
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Geneos Wealth Management Inc.
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Guardian Wealth Advisors, Llc / Nc
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Kathleen S. Wright Associates Inc.
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Parallel Advisors, LLC
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New Age Alpha Advisors, LLC
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Park Avenue Securities Llc
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Alhambra Investment Partners LLC
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Glassman Wealth Services
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Lazard Asset Management Llc
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Roman Butler Fullerton & Co
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Smithbridge Asset Management Inc/de
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Hall Capital Management Co Inc
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W.H. Cornerstone Investments Inc.
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Coston, McIsaac & Partners
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Daymark Wealth Partners, Llc
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Barry Investment Advisors, LLC
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Cornerstone Advisory, LLC
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American Capital Advisory, LLC
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Integrity Alliance, Llc.
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Midwestern Financial, LLC /IA
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Collective Family Office Llc
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Summit Financial Strategies, Inc.
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Twin Peaks Wealth Advisors, LLC
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Summit Financial, LLC
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Mml Investors Services, Llc
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Mustard Seed Financial, LLC
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Ballentine Partners, LLC
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Pure Portfolios Holdings Llc
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LS Investment Advisors, LLC
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VisionPoint Advisory Group, LLC
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SCS Capital Management LLC
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Providence Capital Advisors, LLC
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Montag A & Associates Inc
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Lpwm Llc
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Gibraltar Capital Management, Inc.
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World Equity Group, Inc.
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Richards, Merrill & Peterson, Inc.
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Thrive Wealth Management, LLC
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Satovsky Asset Management Llc
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Thompson Investment Management, Inc.
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Meridian Wealth Management, LLC
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AlphaCore Capital LLC
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Rathbone Brothers plc
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Wells Fargo & Company/mn
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Avenue 1 Advisors, LLC
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Agate Pass Investment Management, LLC
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Bonfire Financial
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Columbia Asset Management
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Magnus Financial Group LLC
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Woodside Wealth Management LLC
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Cerity Partners LLC
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Bank of New York Mellon Corp
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Brandes Investment Partners, Lp
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RCS Financial Planning, LLC
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Root Financial Partners, LLC
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Mainsail Asset Management, Llc
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Cornerstone Management, Inc.
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Evergreen Capital Management Llc
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Seeds Investor Llc
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UBS Group AG
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Lakewood Asset Management LLC
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|
Wambolt & Associates, LLC
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Evercore Wealth Management, LLC
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Atticus Wealth Management, Llc
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Von Berge Wealth Management Group, LLC
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Hrt Financial Lp
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Sageworth Trust Co
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Symmetry Partners, LLC
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Associated Banc-corp
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Nbt Bank N A /ny
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Grove Bank & Trust
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Kathmere Capital Management, LLC
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Obsido Oy
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Beacon Financial Advisory LLC
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Pinnacle Financial Group, LLC / IL
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Valmark Advisers, Inc.
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Citadel Advisors Llc
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Wealth Quarterback LLC
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Woodmont Investment Counsel Llc
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Relyea Zuckerberg Hanson LLC
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Harwood Advisory Group, LLC
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High Net Worth Advisory Group LLC
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Horizon Investment Services, LLC
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Chapman Financial Group, Llc
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TruNorth Capital Management, LLC
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Investment Research & Advisory Group, Inc.
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Patriot Investment Management Inc.
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Fonville Wealth Management LLC
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Capital Investment Advisory Services, LLC
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Staley Capital Advisers Inc
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River Wealth Advisors LLC
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Halbert Hargrove Global Advisors, Llc
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Nations Financial Group Inc, /ia/ /adv
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Two Sigma Securities, Llc
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Westhampton Capital, LLC
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Good Life Advisors, LLC
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DHJJ Financial Advisors, Ltd.
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Gotham Asset Management, LLC
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Phillips Financial Management, Llc
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Highland Capital Management, Llc
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DAVENPORT & Co LLC
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GPS Wealth Strategies Group, LLC
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Fairway Wealth LLC
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Advisory Services Network, LLC
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Sonora Investment Management Group, LLC
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Compass Financial Group, INC/SD
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TT Capital Management LLC
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NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A
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Forza Wealth Management, LLC
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McKinley Carter Wealth Services, Inc.
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
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Valeo Financial Advisors, LLC
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One Degree Advisors Inc
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Retirement Wealth Solutions LLC
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Vista Wealth Management Group, LLC
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Mpwm Advisory Solutions, Llc
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Keener Financial Planning LLC
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N.E.W. Advisory Services LLC
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Pnc Financial Services Group, Inc.
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Evensky & Katz LLC
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Hilltop National Bank
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Vaughan David Investments Inc/il
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Old National Bancorp /in/
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Asset Dedication, LLC
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Sofos Investments, Inc.
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Stage Harbor Financial, Llc
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