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Moser Wealth Advisors, LLC
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Canal Capital Management, LLC
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Covenant Asset Management, LLC
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Financial Advocates Investment Management
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Cherry Tree Wealth Management, LLC
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CoreCap Advisors, LLC
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Clarity Capital Partners LLC
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Resources Management Corp /ct/ /adv
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Dunhill Financial, LLC
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Mengis Capital Management, Inc.
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Fogel Capital Management, Inc.
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Orion Portfolio Solutions, LLC
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CENTRAL TRUST Co
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White Lighthouse Investment Management Inc.
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Empower Advisory Group, LLC
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Centurion Wealth Management LLC
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RFG Advisory, LLC
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Pnc Financial Services Group, Inc.
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Hoey Investments, Inc
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Talon Private Wealth, LLC
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Midwestern Financial, LLC /IA
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Seamount Financial Group Inc
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Keeley-Teton Advisors, LLC
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NWF Advisory Services Inc.
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Plante Moran Financial Advisors, LLC
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First National Bank Sioux Falls
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Mountain Hill Investment Partners Corp.
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Retirement Planning Group
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Lowe Brockenbrough & Co Inc
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Kovack Advisors, Inc.
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Veridan Wealth LLC
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Hantz Financial Services, Inc.
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Colonial Trust Advisors
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MorganRosel Wealth Management, LLC
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LifePlan Financial, LLC
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Miller Financial Services LLC
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Curio Wealth, Llc
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4Thought Financial Group Inc.
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Shorepoint Capital Partners LLC
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Moss Adams Wealth Advisors LLC
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Hibernia Wealth Partners, LLC
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Vickerman Investment Advisors, Inc.
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Sage Rhino Capital Llc
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Miracle Mile Advisors, LLC
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Avaii Wealth Management, Llc
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Private Wealth Management Group, LLC
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Hardin Capital Partners, LLC
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Advance Capital Management, Inc.
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RiverFront Investment Group, LLC
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Evoke Wealth, Llc
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Gladstone Institutional Advisory LLC
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Highland Capital Management, Llc
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JDM Financial Group LLC
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Melone Private Wealth, LLC
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Hurley Capital, LLC
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Barrett & Company, Inc.
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Bank of Jackson Hole Trust
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New England Private Wealth Advisors LLC
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Keystone Global Partners, LLC
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Financial Gravity Companies, Inc.
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Fidelis Capital Partners, LLC
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Bnp Paribas Arbitrage, Sa
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Gladwyn Financial Advisors, Inc.
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Mycio Wealth Partners, Llc
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Flywheel Private Wealth LLC
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Gradient Capital Advisors, LLC
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AlphaCore Capital LLC
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Pallas Capital Advisors LLC
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Ehrlich Financial Group
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Silverlake Wealth Management Llc
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Armor Investment Advisors, LLC
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Summit Wealth Partners, LLC
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EverSource Wealth Advisors, LLC
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Moloney Securities Asset Management, LLC
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KKM Financial LLC
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MA Private Wealth
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Divergent Planning, LLC
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Choate Investment Advisors
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First National Advisers, LLC
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Objective Capital Management, LLC
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XML Financial, LLC
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CNB Bank
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Beacon Capital Management, Inc.
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Blankinship & Foster, LLC
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Landmark Wealth Management, LLC
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Pennsylvania Capital Management Inc /adv
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Southern Capital Advisors, Llc
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Tritonpoint Wealth, Llc
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Commerce Bank
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Rocky Mountain Advisers, Llc
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Headinvest, Llc
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Strategic Wealth Partners, Ltd.
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Journey Advisory Group, LLC
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JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A)
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Flagship Harbor Advisors, Llc
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Pinnacle Associates Ltd
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Intrepid Financial Planning Group LLC
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Dohj, Llc
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Grove Bank & Trust
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Wall Street Financial Group, Inc.
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Heartwood Wealth Advisors LLC
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Great Valley Advisor Group, Inc.
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First Citizens Bank & Trust Co
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McNaughton Wealth Management, LLC
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Tectonic Advisors Llc
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Cape Investment Advisory, Inc.
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Harbor Advisory Corp /ma/
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Comprehensive Money Management Services LLC
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MKT Advisors LLC
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Eastern Bank
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DHJJ Financial Advisors, Ltd.
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Rossmore Private Capital
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Principal Securities, Inc.
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OLIO Financial Planning
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LongView Wealth Management
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Regimen Wealth, Llc
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GW&K Investment Management, LLC
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Alpine Bank Wealth Management
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Tradition Wealth Management, LLC
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Ccg Wealth Management, Llc
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Capstone Wealth Management Group LLC
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Shepherd Kaplan Krochuk, Llc
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McCarthy Grittinger Financial Group, LLC
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DeDora Capital, Inc.
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Innovative Wealth Building LLC
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Redhawk Wealth Advisors, Inc.
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ETF Portfolio Partners, Inc.
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Fortitude Advisory Group L.L.C.
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Beirne Wealth Consulting Services, LLC
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Quadrant Capital Group Llc
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Sawgrass Asset Management Llc
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Investments & Financial Planning, LLC
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Total Wealth Planning, Llc
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Atlanta Consulting Group Advisors, LLC
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Rice Partnership, LLC
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Pekin Hardy Strauss, Inc.
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Financial Freedom, LLC
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Nemes Rush Group LLC
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Gimbal Financial
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Capital Advantage, Inc.
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Perfromance Wealth Partners, LLC
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Passive Capital Management, LLC.
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Ashton Thomas Private Wealth, LLC
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Thomasville National Bank
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Unified Investment Management
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TT Capital Management LLC
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Winch Advisory Services, LLC
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Private Advisor Group, LLC
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Texas Yale Capital Corp.
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Montag A & Associates Inc
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Viawealth, Llc
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Secure Asset Management, LLC
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Tocqueville Asset Management L.p.
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Naples Global Advisors, Llc
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Beese Fulmer Investment Management, Inc.
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SFG Wealth Management, LLC.
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Shufro Rose & Co Llc
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Christopher J. Hasenberg, Inc
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Orleans Capital Management Corp/la
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Collective Family Office Llc
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NorthRock Partners, LLC
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Main Street Financial Solutions, LLC
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Disciplined Investments, LLC
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Kovitz Investment Group Partners, LLC
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Brown Brothers Harriman & Co
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Options Solutions, Llc
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Creegan & Nassoura Financial Group, LLC
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Nvest Financial, LLC
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Teachers Insurance & Annuity Association Of America
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Bernardo Wealth Planning LLC
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Fiduciary Family Office, Llc
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First Business Financial Services, Inc.
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Pacitti Group Inc.
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BSW Wealth Partners
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Blossom Wealth Management
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Summit Wealth Group, LLC
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Bartlett & Co. Wealth Management Llc
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Equitable Holdings, Inc.
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Carrera Capital Advisors
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Register Financial Advisors LLC
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Oppenheimer & Co Inc
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Aureus Asset Management, LLC
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Oak Harbor Wealth Partners, Llc
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Texas Capital Bank Wealth Management Services Inc
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Providence Capital Advisors, LLC
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Continuum Advisory, LLC
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Sovereign Financial Group, Inc.
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Godsey & Gibb Associates
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Prospect Financial Group LLC
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SigFig Wealth Management, LLC
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Missouri Trust & Investment Co
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Wealthquest Corp
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Valeo Financial Advisors, LLC
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Sightline Wealth Advisors, LLC
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Marcum Wealth, LLC
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BOS Asset Management, LLC
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Fishman Jay A Ltd/mi
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Segment Wealth Management, LLC
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Geometric Wealth Advisors
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Black Diamond Financial, LLC
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Penobscot Wealth Management
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Hexagon Capital Partners LLC
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Hofer & Associates. Inc
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LRI Investments, LLC
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IAG Wealth Partners, LLC
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May Hill Capital, LLC
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Country Club Bank /gfn
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Forefront Wealth Partners, LLC
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Stock Yards Bank & Trust Co
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Salomon & Ludwin, LLC
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Citizens National Bank Trust Department
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Delos Wealth Advisors, LLC
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Stratos Wealth Advisors, LLC
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Goldstone Financial Group, LLC
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Taylor & Morgan Wealth Management, LLC
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BankPlus Trust Department
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Bensler, LLC
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|
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
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|
VERITY Wealth Advisors
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One Wealth Management Investment & Advisory Services, LLC
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Border to Coast Pensions Partnership Ltd
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Lion Street Advisors, LLC
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Red Door Wealth Management, LLC
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Cullen/frost Bankers, Inc.
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One Capital Management, LLC
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Biltmore Family Office, LLC
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Scotia Capital Inc.
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Moody Lynn & Lieberson, Llc
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Harbour Investments, Inc.
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Rockingstone Advisors LLC
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Beaird Harris Wealth Management, LLC
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Gemmer Asset Management LLC
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First United Bank Trust/
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Fund Evaluation Group, LLC
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|
Retirement Financial Solutions, Llc
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Motco
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|
Ritter Daniher Financial Advisory LLC / DE
|
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|
Citigroup Inc
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Jaffetilchin Investment Partners, LLC
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D.B. Root & Company, LLC
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Brown Miller Wealth Management, LLC
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WFA Asset Management Corp
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National Asset Management, Inc.
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|
Susquehanna International Group, Llp
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Investors Asset Management Of Georgia Inc /ga/ /adv
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Park Square Financial Group, LLC
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Signature Securities Group Corporation
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DMKC Advisory Services, LLC
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Keystone Financial Group
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Fairview Capital Investment Management, Llc
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Axis Wealth Partners, LLC
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Park Capital Management, LLC / WI
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Koshinski Asset Management, Inc.
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Fifth Third Bancorp
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Wheelhouse Advisory Group LLC
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HHM Wealth Advisors, LLC
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VeraBank, N.A.
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AdvisorNet Financial, Inc
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Delta Financial Advisors Llc
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Wingate Wealth Advisors, Inc.
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RMR Wealth Builders
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Charles Schwab Trust Co
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Nicholas Hoffman & Company, LLC.
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High Falls Advisors, Inc
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Legacy Financial Group LLC
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Brass Tax Wealth Management, Inc
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Hidden Cove Wealth Management, LLC
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City Holding Co
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Northeast Financial Group, Inc.
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Wesbanco Bank Inc
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CAP Partners, LLC
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FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
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Baird Financial Group, Inc.
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New Hampshire Trust
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Stone House Investment Management, LLC
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Droms Strauss Advisors Inc /mo/ /adv
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R. W. Roge & Company, Inc.
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IFG Advisory, LLC
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Cobblestone Capital Advisors Llc /ny/
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Creative Financial Designs Inc /adv
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SCS Capital Management LLC
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FSM Wealth Advisors, LLC
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Watershed Private Wealth Llc
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Clear Harbor Asset Management, LLC
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Old North State Trust, LLC
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AlTi Global, Inc.
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Spinnaker Trust
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Seacrest Wealth Management, Llc
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Peoples Financial Services Corp.
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Quest 10 Wealth Builders, Inc.
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Intrust Bank Na
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Horizon Investments, LLC
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Acropolis Investment Management, LLC
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Cypress Capital Group
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Investment Partners, Ltd.
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Envestnet Portfolio Solutions, Inc.
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VestGen Advisors, LLC
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CFC Planning Co LLC
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Hancock Whitney Corp
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Foster Victor Wealth Advisors, LLC
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Oldfather Financial Services, LLC
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Per Stirling Capital Management, LLC.
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RMG Wealth Management LLC
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Kings Path Partners LLC
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Pillar Financial Advisors, LLC
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Ti-trust, Inc
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Signaturefd, Llc
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Principal Financial Group Inc
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Resources Investment Advisors, LLC.
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Topsail Wealth Management, LLC
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Yukon Wealth Management, Inc.
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Fort Sheridan Advisors Llc
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Mustard Seed Financial, LLC
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North Capital, Inc.
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Duncker Streett & Co Inc
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Solstein Capital, LLC
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Stone Point Wealth LLC
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Phillips Financial Management, Llc
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Snider Financial Group
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Opus Capital Group, LLC
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Essex LLC
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OMNI 360 Wealth, Inc.
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Global Wealth Strategies & Associates
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City State Bank
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SOL Capital Management CO
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Wernau Asset Management Inc.
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jvl associates llc
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Foundations Investment Advisors, LLC
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United Bank
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Center For Asset Management LLC
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Mairs & Power Inc
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Saxon Interests, Inc.
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Freestone Capital Holdings, LLC
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Maseco Llp
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Mitchell Sinkler & Starr/pa
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Jfs Wealth Advisors, Llc
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Hanlon Investment Management, Inc.
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Embree Financial Group
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M Wealth Management, LLC
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Allworth Financial LP
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Richards, Merrill & Peterson, Inc.
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Financial Advisory Partners, Llc
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Legacy Bridge, LLC
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Private Wealth Asset Management, LLC
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Prasad Wealth Partners, LLC
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Obsidian Personal Planning Solutions LLC
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First PREMIER Bank
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Wetherby Asset Management Inc
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GAMMA Investing LLC
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Meridian Wealth Partners, LLC
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Hoxton Planning & Management, LLC
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UNIVEST FINANCIAL Corp
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Interchange Capital Partners, LLC
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Exchange Traded Concepts, Llc
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Culbertson A N & Co Inc
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Fortis Group Advisors, LLC
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American Financial Advisors, LLC
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S&t Bank/pa
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ERn Financial, LLC
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Five Pine Wealth Management
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Claro Advisors LLC
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Accel Wealth Management
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Kathleen S. Wright Associates Inc.
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Wealthstar Advisors, Llc
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BOK Financial Private Wealth, Inc.
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Round Rock Advisors, LLC
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Nations Financial Group Inc, /ia/ /adv
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Farther Finance Advisors, LLC
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Johnson Financial Group, Inc.
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Simon Quick Advisors, Llc
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Fidato Wealth LLC
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Channel Wealth Llc
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Garden State Investment Advisory Services LLC
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Tidemark, LLC
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Camden Capital, LLC
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Compass Advisory Group LLC
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PFW Advisors LLC
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CIBC Private Wealth Group, LLC
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Catalyst Financial Partners Llc
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Stephen J. Garry & Associates, Llc
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Capital Analysts, Inc.
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Sandy Cove Advisors, LLC
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MY Wealth Management Inc.
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Potentia Wealth
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Buttonwood Financial Advisors Inc.
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Wedbush Securities Inc
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Rockwood Wealth Management, LLC
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Convergence Financial, LLC
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Tribridge Partners Financial LLC
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Gilman Hill Asset Management, LLC
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Falcon Wealth Planning
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Redmont Wealth Advisors Llc
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Advyzon Investment Management, LLC
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Willis Investment Counsel
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Advocate Group Llc
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Kingsview Wealth Management, LLC
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Conservest Capital Advisors, Inc.
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BCK Partners, Inc.
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BCGM Wealth Management, LLC
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TL Private Wealth
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Mission Creek Capital Partners, Inc.
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Nadler Financial Group, Inc.
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Security National Bank Of So Dak
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Truist Financial Corp
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Ramsay, Stattman, Vela & Price, Inc.
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Noble Wealth Management PBC
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Scott Capital Advisors, LLC
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Howard Capital Management Group, LLC
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U.S. Capital Wealth Advisors, LLC
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Koss-Olinger Consulting, LLC
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Sonata Capital Group Inc
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Noesis Capital Mangement Corp
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Florida Financial Advisors, Llc
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Sagespring Wealth Partners, Llc
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Wood Tarver Financial Group, LLC
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Mariner, LLC
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Royal Bank Of Canada
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Davis Capital Management
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First American Bank
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Hutchens & Kramer Investment Management Group, LLC
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Sovran Advisors, LLC
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Albion Financial Group /ut
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ESL Trust Services, LLC
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Zacks Investment Management
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Allegiance Financial Group Advisory Services LLC
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Wealth Preservation Advisors, LLC
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Vise Technologies, Inc.
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Astoria Strategic Wealth, Inc.
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Evanson Asset Management, LLC
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Marks Group Wealth Management, Inc
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Ellenbecker Investment Group
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Bowman & Co S.C.
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Modera Wealth Management, LLC
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David Kennon Inc
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MONECO Advisors, LLC
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Hubbell Strickland Wealth Management, LLC
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Lutz Financial Services LLC
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TCTC Holdings, LLC
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Ronald Blue Trust, Inc.
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Harbor Investment Advisory, Llc
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Apexium Financial, Lp
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Lbmc Investment Advisors, Llc
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MidAtlantic Capital Management, Inc.
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Pathway Financial Advisors LLC
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Mittelman Wealth Management
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AAFCPAs Wealth Management, LLC
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Intelligent Financial Strategies
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SRS Capital Advisors, Inc.
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Bokf, Na
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True North Advisors, LLC
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Heritage Financial Services, LLC
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Family CFO Inc
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Argonautica Private Wealth Management, Inc
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IHT Wealth Management, LLC
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Riversedge Advisors, Llc
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TKG Advisors, LLC
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Retirement Planning Co of New England, Inc.
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Old Second National Bank Of Aurora
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NorthLanding Financial Partners, LLC
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Pure Financial Advisors, Inc.
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Freedom Financial Partners LLC
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FLC Capital Advisors
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Facet Wealth, Inc.
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Umpqua Bank
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Heritage Wealth Management, Inc. /CA/
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SP Asset Management LLC
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O'Connor Financial Group LLC
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Savant Capital, LLC
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Capital City Trust Co/fl
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Horizon Investment Services, LLC
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Cascades Capital Asset Management, LLC
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Old Mission Capital Llc
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Heritage Wealth Management, Inc.
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Cathy Pareto & Associates, Inc
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Whittier Trust Co
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Natixis Advisors, L.p.
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Lodestone Wealth Management LLC
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BankPlus Wealth Management LLC
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Cora Capital Advisors Llc
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Wescott Financial Advisory Group, LLC
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Frank, Rimerman Advisors LLC
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Park Edge Advisors, LLC
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LPF Advisors LLC
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Cornerstone Planning Group LLC
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Drucker Wealth 3.0, LLC
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Rockland Trust Co
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Ironwood Investment Counsel, LLC
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Mesirow Financial Investment Management, Inc.
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Rfg Holdings, Inc.
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Summit Financial Wealth Advisors, LLC
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Staley Capital Advisers Inc
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Centricity Wealth Management, LLC
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Hall Capital Management Co Inc
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Barclays Plc
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Birchcreek Wealth Management, LLC
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Bradley Foster & Sargent Inc/ct
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Ark & Tlk Investments, Llc
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Concurrent Investment Advisors, LLC
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NWK Group, Inc.
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Astra Wealth Partners LLC
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MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class
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First National Bank of Mount Dora, Trust Investment Services
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Clearwater Capital Advisors, LLC
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Swisher Financial Concepts, Inc.
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Goepper Burkhardt LLC
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Aviance Capital Partners, LLC
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Cornerstone Management, Inc.
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JMG Financial Group, Ltd.
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Wbh Advisory Inc
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Paulson Wealth Management Inc.
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Envision Financial Planning, LLC
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AMG National Trust Bank
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Oak Hill Wealth Advisors, Llc
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Carnegie Capital Asset Management, LLC
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Slow Capital, Inc.
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
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River Wealth Advisors LLC
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Moisand Fitzgerald Tamayo, LLC
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Nwam Llc
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BKM Wealth Management, LLC
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Arete Wealth Advisors, LLC
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DiMeo Schneider & Associates, L.L.C.
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1st Source Bank
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Harel Insurance Investments & Financial Services Ltd.
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Sound Income Strategies, LLC
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Kiker Wealth Management, LLC
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One Day In July LLC
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Grey Fox Wealth Advisors, LLC
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Union Savings Bank
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Anderson Hoagland & Co
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Viewpoint Capital Management LLC
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ORG Wealth Partners, LLC
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Bedel Financial Consulting, Inc.
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Pacific Sage Partners, LLC
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Colonial Trust Co / SC
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Rothschild Investment Llc
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Comerica Bank
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ProVise Management Group, LLC
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Morton Brown Family Wealth, LLC
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North Star Investment Management Corp.
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Family Legacy Financial Solutions, LLC
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Maridea Wealth Management LLC
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FSA Wealth Management LLC
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Bennett Associates Wealth Management
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Parsons Capital Management Inc/ri
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Coastline Trust Co
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Hummer Financial Advisory Services Inc
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Stifel Financial Corp
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Spectrum Investment Advisors, Inc.
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Hiley Hunt Wealth Management
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Thrive Capital Management, LLC
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Envestnet Asset Management Inc
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Midwest Capital Advisors, LLC
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Nottingham Advisors, Inc.
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Westbourne Investments, Inc.
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Valley Brook Capital Group, Inc.
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Mascagni Wealth Management, Inc.
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Hillman Co
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Gwn Securities Inc.
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Investment Planning Advisors, Inc.
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Foundation Wealth Management, LLC\PA
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Olistico Wealth, LLC
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Michels Family Financial, LLC
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Mascoma Wealth Management LLC
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Old National Bancorp /in/
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Marietta Wealth Management, LLC
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Farmers & Merchants Investments Inc
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First Financial Bankshares Inc
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HighMark Wealth Management LLC
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Prosperitas Financial LLC
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Founders Financial Securities Llc
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Baker Tilly Financial, Llc
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TFB Advisors LLC
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AE Wealth Management LLC
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Crestwood Advisors Group LLC
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Onyx Bridge Wealth Group LLC
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Wolff Financial Management Llc
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Cozad Asset Management Inc
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Horizons Wealth Management
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Conning Inc.
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SWAN Capital LLC
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Avestar Capital, LLC
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Greenbush Financial Group, LLC
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Ted Buchan & Co
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Bravias Capital Group, LLC
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Northern Trust Corp
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Dagco, Inc.
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Laurel Wealth Advisors LLC
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Lazard Asset Management Llc
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Hardy Reed LLC
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Beckerman Institutional, LLC
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Sentry LLC
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Plotkin Financial Advisors, LLC
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Galvin, Gaustad & Stein, LLC
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Verus Financial Partners, Inc.
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Whittier Trust Co Of Nevada Inc
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Garrison Point Advisors, Llc
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Unique Wealth, Llc
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Bull Oak Capital, LLC
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Full Sail Capital, LLC
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Juncture Wealth Strategies, Llc
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ETF Store, Inc.
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Peak Asset Management, LLC
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JNBA Financial Advisors
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Leelyn Smith, LLC
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Prospera Financial Services Inc
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Aspire Growth Partners LLC
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Tsfg, Llc
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Cetera Investment Advisers
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Clark Asset Management, LLC
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PCA Investment Advisory Services Inc.
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Davidson Trust Co
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Sage Financial Group Inc
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Conrad Siegel Investment Advisors, Inc.
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Ironwood Financial, llc
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Warren Averett Asset Management, LLC
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Pasadena Private Wealth, LLC
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Lathrop Investment Management Corp
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Strategic Investment Advisors / MI
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Transform Wealth, LLC
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Cambridge Financial Group, LLC
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Mokosak Advisory Group, LLC
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Brown, Lisle/cummings, Inc.
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McLean Asset Management Corp
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Pinnacle Financial Group, LLC / IL
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Linscomb & Williams, Inc.
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WP Advisors, LLC
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Wetzel Investment Advisors, Inc.
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Legacy Capital Wealth Partners, LLC
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CI Private Wealth, LLC
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Heritage Wealth Advisors
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KFA Private Wealth Group, LLC
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Jackson, Grant Investment Advisers, Inc.
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Prudent Man Investment Management, Inc.
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McCollum Christoferson Group LLC
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Clayton Financial Group LLC
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Gries Financial Llc
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Enterprise Bank & Trust Co
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Paragon Private Wealth Management, LLC
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Newton One Investments LLC
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Td Private Client Wealth Llc
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Joseph Group Capital Management
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Clarendon Private LLC
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Wealthcare Capital Partners, LLC
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Veracity Capital LLC
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Financial Engines Advisors L.L.C.
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Fort Point Capital Partners LLC
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Smartleaf Asset Management LLC
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Signature Resources Capital Management, LLC
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Wiley Bros.-aintree Capital, Llc
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AllSquare Wealth Management LLC
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WealthCare Investment Partners, LLC
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Berkshire Asset Management Llc/pa
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FDx Advisors, Inc.
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Burney Co/
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IMA Wealth, Inc.
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Pacifica Partners Inc.
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Evercore Wealth Management, LLC
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Perennial Investment Advisors, LLC
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BCJ Capital Management, LLC
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Blake Schutter Theil Wealth Advisors, LLC
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Private Wealth Group, LLC
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FIDELIS iM, LLC
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Prepared Retirement Institute LLC
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Summit Wealth Group Llc / Co
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REDW Wealth LLC
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First Bank & Trust
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Lido Advisors, LLC
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Diversified Trust Co
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Raleigh Capital Management Inc.
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Human Investing LLC
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Cutler Investment Counsel Llc
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Titleist Asset Management, Llc
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Paces Ferry Wealth Advisors, Llc
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Iron Horse Wealth Management, LLC
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Marquette Associates, Inc.
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Pinnacle Wealth Management Advisory Group, LLC
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Joel Isaacson & Co., LLC
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Morris Financial Concepts, Inc.
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Semitam Bonam Llc
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Columbia Asset Management
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Leo Wealth, LLC
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Ieq Capital, Llc
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Wisconsin Wealth Advisors, LLC
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Granite FO LLC
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Madden Advisory Services, Inc.
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Gratus Wealth Advisors, LLC
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BKD Wealth Advisors, LLC
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Concord Wealth Partners
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Fisher Asset Management, LLC
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Halbert Hargrove Global Advisors, Llc
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Founders Grove Wealth Partners, Llc
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Moneywise, Inc.
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Bakala Capital Management LLC
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Martin Worley Group
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Aberdeen Wealth Management LLC
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Golden State Wealth Management, LLC
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Regent Peak Wealth Advisors LLC
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Pandora Wealth, Inc.
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GEM Asset Management, LLC
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Greenleaf Trust
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Green Harvest Asset Management LLC
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Founders Capital Management
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Madison Park Capital Advisors, LLC
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Palisade Asset Management, LLC
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Tarbox Family Office, Inc.
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180 Wealth Advisors, Llc
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Transamerica Financial Advisors, Inc.
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Mutual Advisors, LLC
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Duncan Williams Asset Management, LLC
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WASHINGTON TRUST Co
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Fiduciary Alliance LLC
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Hudock, Inc.
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Coordinated Financial Services, Inc.
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Family Legacy, Inc.
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Certified Advisory Corp
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SBI Securities Co., Ltd.
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Stillwater Capital Advisors, LLC
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Burkett Financial Services, Llc
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CJM Wealth Advisers, Ltd.
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Leavell Investment Management, Inc.
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Keybank National Association/oh
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Davis R M Inc
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Centennial Bank/AR/
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Bridgewater Advisors Inc.
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Everstar Asset Management, LLC
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Raab & Moskowitz Asset Management LLC
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TABR Capital Management, LLC
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Edge Financial Advisors LLC
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Uptown Financial Advisors LLC
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Wealthedge Investment Advisors, Llc
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Wsfs Capital Management, Llc
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Meridian Management Co
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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LFA - Lugano Financial Advisors SA
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Confluence Wealth Services, Inc.
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Seneca Financial Advisors LLC
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Tyche Wealth Partners LLC
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DORVAL Corp
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Manufacturers Life Insurance Company, The
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TD Capital Management LLC
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Matrix Private Capital Group Llc
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First National Corp /ma/ /adv
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Millstone Evans Group, LLC
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Hobbs Group Advisors, LLC
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Latko Wealth Management, Ltd.
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Fusion Family Wealth LLC
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Avidian Wealth Solutions, LLC
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PDS Planning, Inc
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Lpwm Llc
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Sterling Financial Planning, Inc.
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Morningstar Investment Services LLC
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Websterrogers Financial Advisors, Llc
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Hickory Point Bank & Trust
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Nicolet Bankshares Inc
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Private Trust Co Na
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FRG Family Wealth Advisors LLC
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tru Independence LLC
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Cornerstone Advisors Asset Management, Inc
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Bank Of America Corp /de/
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EagleClaw Capital Managment, LLC
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Gamco Investors, Inc. Et Al
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Noble Family Wealth, LLC
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New Insight Wealth Advisors
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Whelan Financial
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Better Money Decisions, LLC
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Team Hewins, LLC
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Wealthspire Advisors, LLC
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Longview Financial Advisors, Inc.
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Zuckerman Investment Group, LLC
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Heirloom Wealth Management
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Mitchell Capital Management Co
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Weaver Consulting Group
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Trust Co Of Virginia /va
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Aspect Partners, LLC
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Capital Insight Partners, Llc
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Brand Asset Management Group, Inc.
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GWM Advisors LLC
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Moment Partners, LLC
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3Chopt Investment Partners, LLC
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Pineridge Advisors LLC
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Hilltop National Bank
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Capital Group Private Client Services, Inc.
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Powers Advisory Group, LLC
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Schroder Investment Management Group
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Papp L Roy & Associates
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Prevail Innovative Wealth Advisors, Llc
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Kagan Cocozza Asset Management
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Custos Family Office, LLC
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Henrickson Nauta Wealth Advisors, Inc.
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Smith, Moore & Co.
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Aspen Grove Capital, LLC
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Nixon Peabody Trust Co
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Violich Capital Management, Inc.
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Brio Consultants, LLC
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First Long Island Investors, LLC
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Dentgroup LLC
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Trustmark National Bank Trust Department
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Mechanics Bank Trust Department
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Ntv Asset Management Llc
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Revisor Wealth Management LLC
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Csenge Advisory Group
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Compass Capital Corp /ma/ /adv
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Richmond Investment Services, LLC
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Calamos Wealth Management LLC
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Arthur M. Cohen & Associates, Llc
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PFS Partners, LLC
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Waterloo Capital, L.P.
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Mosaic Family Wealth Partners, Llc
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Kohmann Bosshard Financial Services, LLC
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UMA Financial Services, Inc.
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Crane Advisory, LLC
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Cypress Wealth Services, LLC
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Evolution Wealth Advisors, LLC
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Naviter Wealth, LLC
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Vista Investment Management
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Ausdal Financial Partners, Inc.
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Marshall & Sterling Wealth Advisors Inc.
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Ameraudi Asset Management, Inc.
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Mustico Financial Group, Inc.
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Libra Wealth Llc
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Kera Capital Partners, Inc.
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Cannon Wealth Management Services, LLC
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Webster Bank, N. A.
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King Wealth
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Smith, Salley & Associates
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We Are One Seven, LLC
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Fiduciary Advisors, Inc.
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Sagace Wealth Management LLC
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Williams Jones Wealth Management, LLC.
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Cooper Financial Group
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O'ROURKE & COMPANY, Inc
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SOUTH STATE Corp
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Toth Financial Advisory Corp
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Johnson Bixby & Associates, LLC
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John W. Brooker & Co., CPAs
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Addis & Hill, Inc
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Nautilus Advisors LLC
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Creative Planning
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WPG Advisers, LLC
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Robertson Stephens Wealth Management, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Archer Investment Corp
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SILVER OAK SECURITIES, Inc
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Affiance Financial, LLC
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German American Bancorp, Inc.
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Monterey Private Wealth, Inc.
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Gleason Group, Inc.
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Essex Savings Bank
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Buck Wealth Strategies, LLC
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Single Point Partners, LLC
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Spears Abacus Advisors LLC
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Burling Wealth Partners, Llc
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Milestone Investment Advisors LLC
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Anchor Investment Management, LLC
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Jane Street Group, Llc
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BridgePort Financial Solutions, LLC
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Lodestar Private Asset Management Llc
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Beacon Investment Advisory Services, Inc.
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Petredis Investment Advisors Llc
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Measured Wealth Private Client Group, LLC
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Park Place Capital Corp
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JPL Wealth Management, LLC
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CPA Asset Management LLC
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Luminist Capital LLC
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Cresset Asset Management, LLC
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Valtinson Bruner Financial Planning LLC
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IFC Advisors LLC
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David J Yvars Group
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TCG Advisory Services, LLC
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Kellett Schaffner Wealth Advisors LLC
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Vermillion & White Wealth Management Group, LLC
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Osborne Partners Capital Management, Llc
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Cornerstone Wealth Management, LLC
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First Manhattan Co
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First Merchants Corp
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HB Wealth Management, LLC
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Center for Financial Planning, Inc.
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Laraway Financial Inc
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National Bank Of Canada /fi/
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Logan Capital Management Inc
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Nbc Securities, Inc.
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Synergy Financial Group, LTD
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Rossby Financial, LCC
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MEMBERS Trust Co
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Sonoma Private Wealth LLC
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Richardson Financial Services Inc.
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KWB Wealth
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Pathstone Holdings, LLC
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Marshall Financial Group LLC
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Edgemoor Investment Advisors, Inc.
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Garde Capital, Inc.
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Woodard & Co Asset Management Group Inc /adv
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Radnor Capital Management, LLC
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BCS Private Wealth Management, Inc.
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Caitlin John, LLC
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Brookstone Capital Management
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|
Litman Gregory Asset Management LLC
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Guardian Wealth Advisors, LLC
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Insight Inv LLC
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Defined Wealth Management, Llc
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Sfm, Llc
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Pinnacle Wealth Planning Services, Inc.
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Arvest Investments, Inc.
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Edmond De Rothschild Holding S.a.
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WealthTrak Capital Management LLC
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A
|
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Mayport, Llc
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Ferguson Wellman Capital Management, Inc
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Plan Group Financial, LLC
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Wambolt & Associates, LLC
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Endeavor Private Wealth, Inc.
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Monograph Wealth Advisors, Llc
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RTD Financial Advisors, Inc.
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C2C Wealth Management, LLC
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Marotta Asset Management
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Patten Group, Inc.
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Fairscale Capital, LLC
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Golden State Equity Partners
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Frazier Financial Advisors, LLC
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BlackRock, Inc.
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LOM Asset Management Ltd
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IFG Advisors, LLC
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Acorn Financial Advisory Services Inc /adv
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Clune & Associates, Ltd.
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Modus Advisors, LLC
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Greenwich Wealth Management LLC
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Ellevest, Inc.
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Proffitt & Goodson Inc
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Lee Danner & Bass Inc
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Keyvantage Wealth, Llc
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First Financial Bank - Trust Division
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Equitable Trust Co
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F/M Investments LLC
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Apollon Wealth Management, LLC
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Kwmg, Llc
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Cwm, Llc
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Empirical Asset Management, LLC
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Brighton Jones Llc
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Breakwater Capital Group
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Evergreen Capital Management Llc
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Addison Advisors LLC
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Chandler Asset Management, Inc.
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MTM Investment Management, LLC
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EnRich Financial Partners LLC
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Hilltop Holdings Inc.
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Dakota Wealth Management
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Twin Focus Capital Partners, Llc
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Fmr Llc
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ForthRight Wealth Management, LLC
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Ballentine Partners, LLC
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Cornerstone Advisory, LLC
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RMR Capital Management, LLC
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LPL Financial LLC
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J.w. Cole Advisors, Inc.
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Dogwood Wealth Management LLC
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Berger Financial Group, Inc
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SoundView Advisors Inc.
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Cambridge Capital Management, Llc
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O'shaughnessy Asset Management, Llc
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HBK Sorce Advisory LLC
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PKS Advisory Services, LLC
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Ethos Financial Group, LLC
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Richardson Capital Management LLC
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Bailard, Inc.
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Glass Jacobson Investment Advisors llc
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Lowe Wealth Advisors, LLC
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Quarry Hill Advisors, Llc
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Summit Global Investments
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Robbins Farley Llc
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Wayfinding Financial, LLC
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New York Life Investment Management Llc
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Maryland Capital Advisors Inc.
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Haverford Trust Co
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Kayne Anderson Rudnick Investment Management Llc
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Caldwell Trust Co
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PrairieView Partners, LLC
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Capital Planning LLC
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Vanguard Group Inc
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Tme Financial, Inc.
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Drive Wealth Management, Llc
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Summit X, LLC
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Field & Main Bank
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Lokken Investment Group LLC
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FourThought Financial Partners, LLC
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Twin Peaks Wealth Advisors, LLC
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Kestra Advisory Services, LLC
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StoneX Group Inc.
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Mogy Joel R Investment Counsel Inc
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Kieckhefer Group Llc
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Anson Capital, Inc.
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Riverbend Wealth Management, LLC
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Trustco Bank Corp N Y
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TFR Capital, LLC.
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Peapack Gladstone Financial Corp
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Schwab Charitable Fund
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RVW Wealth, LLC
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SageView Advisory Group, LLC
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Meridian Wealth Advisors, LLC
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DiNuzzo Private Wealth, Inc.
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Waller Financial Planning Group, Inc
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Novak & Powell Financial Services, Inc.
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Avantax Planning Partners, Inc.
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Petros Family Wealth, LLC
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Canandaigua National Trust Co of Florida
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Cornerstone Financial Group, LLC /NE/
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Hemington Wealth Management
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Atala Financial Inc
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Strategic Family Wealth Counselors, L.L.C.
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Planning Directions Inc
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Synovus Financial Corp
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Detalus Advisors, LLC
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Atlas Capital Advisors Llc
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Courier Capital Llc
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Apella Capital, LLC
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Quantinno Capital Management LP
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Cadinha & Co Llc
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Legend Financial Advisors, Inc.
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Deutsche Bank Ag\
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Vident Advisory, LLC
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Nicolet Advisory Services, Llc
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GDS Wealth Management
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Lindbrook Capital, Llc
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Hallmark Capital Management Inc
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Bank & Trust Co
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Callan Capital, LLC
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QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF
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Insight Advisors, LLC/ PA
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Brookwood Investment Group LLC
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Strategic Blueprint, LLC
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Sofos Investments, Inc.
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Bremer Bank National Association
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Herold Advisors, Inc.
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McClarren Financial Advisors, Inc.
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FF Advisors,LLC
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Transcend Wealth Collective, Llc
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American Institute for Advanced Investment Management, LLP
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Cypress Point Wealth Management, LLC
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Diversify Advisory Services, LLC
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Baltimore-Washington Financial Advisors, Inc.
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Advisory Alpha, LLC
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Decker Retirement Planning Inc.
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Wolff Wiese Magana Llc
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Armstrong Henry H Associates Inc
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Sunbelt Securities, Inc.
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HighTower Advisors, LLC
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Tradewinds Capital Management, LLC
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Twele Capital Management, Inc.
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Farmers & Merchants Trust Co of Chambersburg PA
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Walled Lake Planning & Wealth Management, Llc
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London Co Of Virginia
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JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A)
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DecisionMap Wealth Management, LLC
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Bernard Wealth Management Corp.
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Western Wealth Management, LLC
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Kerntke Otto McGlone Wealth Management Group
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Simmons Bank
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Fort Vancouver Investment Management, LLC
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Sellwood Investment Partners LLC
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Carret Asset Management, Llc
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Bogart Wealth, LLC
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Wealth Dimensions Group, Ltd.
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AJ Advisors, LLC
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Cary Street Partners Financial Llc
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Integrated Wealth Concepts LLC
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Accredited Investors Inc.
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Rehmann Capital Advisory Group
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First National Trust Co
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DT Investment Partners, LLC
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Bessemer Group Inc
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Compass Financial Group, INC/SD
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Skopos Labs, Inc.
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Summit Wealth & Retirement Planning, Inc.
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Investment Advisory Group, LLC
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Appleton Partners Inc/ma
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Silvia Mccoll Wealth Management, Llc
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Client 1st Advisory Group, Llc
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Rockefeller Capital Management L.P.
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Affinity Capital Advisors, LLC
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Athena Investment Management
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Colorado Capital Management, Inc.
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Brown Advisory Inc
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Strategic Financial Planning, Inc.
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NFP Retirement, Inc.
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McKinley Carter Wealth Services, Inc.
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Compass Investment Advisers LLC
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Mitchell Mcleod Pugh & Williams Inc
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Ameriflex Group, Inc.
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Glenmede Investment Management, LP
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Pitcairn Co
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Dynamic Wealth Strategies, LLC
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Townsquare Capital Llc
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Associated Banc-corp
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Mill Creek Capital Advisors, LLC
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SkyOak Wealth, LLC
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Catalytic Wealth RIA, LLC
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Byrne Asset Management LLC
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Capital Asset Advisory Services LLC
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Weitzel Financial Services, Inc.
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Bluestem Financial Advisors, Llc
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Plimoth Trust Co Llc
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Safeguard Financial, LLC
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Creekmur Asset Management LLC
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Randolph Co Inc
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Bordeaux Wealth Advisors LLC
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Fulton Bank, N.a.
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Jordan Park Group LLC
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Patton Albertson Miller Group, Llc
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Beacon Financial Group
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Magnolia Capital Management Ltd
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Modern Wealth Management, LLC
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Grantvest Financial Group LLC
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Wells Fargo & Company/mn
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Flaharty Asset Management, LLC
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Keel Point, LLC
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Cladis Investment Advisory, LLC
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TrueWealth Advisors, LLC
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Investor's Fiduciary Advisor Network, LLC
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Kozak & Associates, Inc.
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Retirement Wealth Solutions LLC
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Coastal Investment Advisors, Inc.
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Connecticut Wealth Management, LLC
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Mcdonald Partners Llc
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Novus Advisors, Llc
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Romano Brothers And Company
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Roger Wittlin Investment Advisory, LLC
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Perritt Capital Management Inc
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Sawyer & Company, Inc
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Becker Capital Management Inc
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Level Four Advisory Services, Llc
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Farrell Financial LLC
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Steward Partners Investment Advisory, Llc
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Atlantic Trust, LLC
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Grove Street Fiduciary, LLC
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Helium Advisors LLC
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Geneva Partners, LLC
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Sachetta, LLC
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Partners in Financial Planning
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Atria Wealth Solutions, Inc.
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HFM Investment Advisors, LLC
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Next Level Private LLC
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Great Diamond Partners, LLC
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Northwest Quadrant Wealth Management, LLC
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Bouchey Financial Group Ltd
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TruNorth Capital Management, LLC
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Penobscot Investment Management Company, Inc.
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GK Wealth Management LLC
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Sterling Capital Management LLC
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Private Wealth Partners, LLC
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Wilkins Miller Wealth Management, LLC
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American Financial & Tax Strategies Inc
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Tranquility Partners, LLC
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Annis Gardner Whiting Capital Advisors, LLC
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Security Financial Services, INC.
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Captrust Financial Advisors
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Covington Investment Advisors Inc.
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Optima Capital Llc
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Capital Advisors, Ltd. LLC
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Garrison Bradford & Associates Inc
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Guardian Wealth Advisors, Llc / Nc
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UBS Group AG
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Sheaff Brock Investment Advisors, LLC
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Evermay Wealth Management Llc
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Advisor OS, LLC
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Fort Washington Investment Advisors Inc /oh/
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Core Wealth Advisors, Inc.
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Marion Wealth Management
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Quaker Wealth Management, LLC
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Vermillion Wealth Management, Inc.
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Tactive Advisors, LLC
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Private Capital Management, LLC
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Washington Growth Strategies Llc
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Ballast Advisors Llc
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Alpha Cubed Investments, LLC
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Dorsey & Whitney Trust CO LLC
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Auxano Advisors, LLC
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Carmel Capital Partners, LLC
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Mayflower Financial Advisors, LLC
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NewEdge Wealth, LLC
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Neuberger Berman Group LLC
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Evolution Advisers, Inc.
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Adirondack Trust Co
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Safeguard Investment Advisory Group, LLC
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L.m. Kohn & Company
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Diversify Wealth Management, Llc
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Gryphon Financial Partners LLC
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Alpha Financial Advisors, LLC
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Enzi Wealth
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Wimmer Associates 1, Llc
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HFND - Tidal ETF Trust - Unlimited HFND Multi-Strategy Return Tracker ETF
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Zhang Financial LLC
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MCF Advisors LLC
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Heritage Investors Management Corp
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Birch Hill Investment Advisors LLC
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Callan Family Office, LLC
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Clifford Swan Investment Counsel Llc
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Parallel Advisors, LLC
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Portland Financial Advisors Inc
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New Covenant Trust Company, N.A.
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Afg Fiduciary Services Limited Partnership
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Riverview Trust Co
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Truepoint, Inc.
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Proathlete Wealth Management Llc
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Bestgate Wealth Advisors, LLC
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James Reed Financial Services, Inc.
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Elm3 Financial Group, LLC
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GSG Advisors LLC
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Reyes Financial Architecture, Inc.
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Wealth Architects, LLC
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Dana Investment Advisors, Inc.
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Wealthfront Advisers Llc
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RAM Investment Partners, LLC
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Ritholtz Wealth Management
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Baldwin Investment Management, LLC
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Refined Wealth Management
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Quadcap Wealth Management, LLC
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Asset Allocation & Management Company, LLC
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Forum Private Client Group LLC
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Abbot Financial Management, Inc.
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Trajan Wealth LLC
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Allegheny Financial Group LTD
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Wolf Group Capital Advisors
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Red Crane Wealth Management, Llc
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Glenmede Trust Co Na
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10Elms LLP
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First Bancorp, Inc /ME/
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First Command Advisory Services, Inc.
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Janney Montgomery Scott LLC
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WESCAP Management Group, Inc.
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Sincerus Advisory, LLC
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Old Port Advisors
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Walkner Condon Financial Advisors LLC
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ROI Financial Advisors, LLC
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Fortis Capital Advisors, LLC
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Gibson Capital, LLC
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Segall Bryant & Hamill, Llc
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Houlihan Financial Resource Group, Ltd.
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Trust Point Inc.
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Simplicity Wealth,LLC
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Financial Insights, Inc.
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Aqr Capital Management Llc
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Fischer Investment Strategies, Llc
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IFS Advisors, LLC
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Fundamentun, Llc
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St Germain D J Co Inc
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Semmax Financial Advisors Inc.
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Visionary Wealth Advisors
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Private Advisory Group LLC
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Bridges Investment Management Inc
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Atlas Legacy Advisors, LLC
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Atlantic Edge Private Wealth Management, LLC
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LexAurum Advisors, LLC
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Ptm Wealth Management, Llc
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Capital Performance Advisors Llp
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Goelzer Investment Management, Inc.
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Stephens Consulting, LLC
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James J. Burns & Company, LLC
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Pensionmark Financial Group, Llc
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Towerpoint Wealth, LLC
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Arcadia Investment Advisors Llc
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Alta Wealth Advisors LLC
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Acorn Wealth Advisors, LLC
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MGB Wealth Management, LLC
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Sowell Financial Services LLC
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Belpointe Asset Management LLC
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Prosperity Planning, Inc.
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D. E. Shaw & Co., Inc.
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Tyler-Stone Wealth Management
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Coston, McIsaac & Partners
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Allred Capital Management, LLC
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Qrg Capital Management, Inc.
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Opulen Financial Group LLC
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Clarity Asset Management, Inc.
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Ofc Financial Planning, Llc
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Armbruster Capital Management, Inc.
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Ellsworth Advisors, LLC
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Stratos Wealth Partners, LTD.
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Impact Capital Partners LLC
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Bangor Savings Bank
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Capital Management Associates, Inc
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Ade, Llc
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Evergreen Private Wealth LLC
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Sentinel Pension Advisors Inc
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Renaissance Technologies Llc
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TFG Advisers LLC
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Everhart Financial Group, Inc.
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Transcendent Capital Group LLC
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CRA Financial Services, LLC
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Folger Nolan Fleming Douglas Capital Management, Inc
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Clarius Group, LLC
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Aaron Wealth Advisors LLC
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Arjuna Capital
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Orion Capital Management LLC
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Balboa Wealth Partners
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Bfsg, Llc
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Berkshire Bank
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Sandy Spring Bank
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NavPoint Financial, Inc.
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Chicago Capital, LLC
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Change Path, LLC
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BIP Wealth, LLC
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Hartland & Co., LLC
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Indiana Trust & Investment Management CO
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BancorpSouth Bank
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Vista Cima Wealth Management LLC
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waypoint wealth counsel
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Gibson Wealth Advisors LLC
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Urban Financial Advisory Corp
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Parkside Financial Bank & Trust
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Smallwood Wealth Investment Management, LLC
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Morling Financial Advisors, LLC
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SJS Investment Consulting Inc.
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Caldwell Securities, Inc
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Mystic Asset Management, Inc.
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Opal Wealth Advisors, LLC
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Pachira Investments Inc.
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Winebrenner Capital Management Llc
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GeoWealth Management, LLC
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Monticello Wealth Management, Llc
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Glenview Trust Co
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Wealth Alliance
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Archetype Wealth Partners
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Legacy Financial Advisors, Inc.
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Obermeyer Wood Investment Counsel, Lllp
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Bragg Financial Advisors, Inc
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First County Bank /CT/
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PFG Investments, LLC
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Empowered Funds, LLC
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Sunburst Financial Group, LLC
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Northwest Capital Management Inc
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Strategic Advisors LLC
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McGuire Investment Group, LLC
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Westmount Partners, LLC
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Wealth Enhancement Advisory Services, Llc
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Schoolcraft Capital LLC
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Cambridge Investment Research Advisors, Inc.
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Kcm Investment Advisors Llc
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Carson Advisory Inc.
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New Century Financial Group, LLC
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Grandfield & Dodd, Llc
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Diversified Portfolios, Inc.
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Centaurus Financial, Inc.
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Searle & Co.
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Kendall Capital Management
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Columbus Macro, LLC
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Weil Company, Inc.
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Kennebec Savings Bank
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International Assets Investment Management, Llc
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Orcam Financial Group
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RDA Financial Network
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Regions Financial Corp
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Northcape Wealth Management, Llc
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Alliancebernstein L.p.
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Summit Financial, LLC
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Scott & Selber, Inc.
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Enclave Advisors LLC
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CAPROCK Group, Inc.
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Ridgewood Investments LLC
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Advisory Research Inc
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Vertex Planning Partners, LLC
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Bleakley Financial Group, LLC
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HBW Advisory Services LLC
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Fortem Financial Group, Llc
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Maia Wealth LLC
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GPS Wealth Strategies Group, LLC
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Pandi, LLC
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Knightsbridge Asset Management, Llc
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Baron Silver Stevens Financial Advisors, Llc
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B & T Capital Management DBA Alpha Capital Management
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DAVENPORT & Co LLC
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Acas, Llc
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Kanawha Capital Management Llc
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Accretive Wealth Partners, LLC
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Bearing Point Capital, Llc
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Essex Financial Services, Inc.
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Frisch Financial Group, Inc.
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Royal Fund Management, LLC
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Grant/GrossMendelsohn, LLC
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Perigon Wealth Management, LLC
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Sepio Capital, LP
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EP Wealth Advisors, Inc.
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Michael A. Dubis Financial Planning, LLC
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CWA Asset Management Group, LLC
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BRYN MAWR TRUST Co
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High Net Worth Advisory Group LLC
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Cranbrook Wealth Management, LLC
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Shepherd Financial Partners LLC
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Geneos Wealth Management Inc.
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Schneider Downs Wealth Management Advisors, LP
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New Perspectives, Inc
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Running Point Capital Advisors, LLC
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Rps Advisory Solutions Llc
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Holistic Planning, LLC
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Tower View Investment Management & Research LLC
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CGC Financial Services, LLC
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Rsm Us Wealth Management Llc
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Magnus Financial Group LLC
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Dynamic Advisor Solutions LLC
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Muirfield Wealth Advisors Llc
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Sheets Smith Wealth Management
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Calton & Associates, Inc.
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Marshall Financial Group Inc /adv
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Mendel Capital Management LLC
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Westshore Wealth, LLC
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TPG Financial Advisors, LLC
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Bradley & Co. Private Wealth Management, LLC
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Fortis Capital Management LLC
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Klingman & Associates, LLC
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Keener Financial Planning LLC
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ABLE Financial Group, LLC
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Coastal Bridge Advisors, LLC
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Silvercrest Asset Management Group Llc
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Plancorp, LLC
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Global Strategic Investment Solutions, LLC
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Verdence Capital Advisors LLC
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Perkins Coie Trust Co
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Taylor, Cottrill, Erickson & Associates, Inc.
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one8zero8, LLC
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Holos Integrated Wealth LLC
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Accredited Wealth Management, LLC
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First Heartland Consultants, Inc.
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Jones Financial Companies Lllp
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Legacy Investment Solutions, LLC
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Independence Bank of Kentucky
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StrongBox Wealth, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Apex Wealth Management, LLC
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Forum Financial Management, LP
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First Commonwealth Financial Corp /pa/
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Advantage Trust Co
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Legacy Trust
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Advisors Capital Management, LLC
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World Equity Group, Inc.
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VisionPoint Advisory Group, LLC
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Tompkins Financial Corp
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Sierra Capital LLC
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Americana Partners, LLC
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Hilltop Wealth Advisors, Llc
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Joel Adams & Associates, Inc.
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TFC Financial Management
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Valley National Advisers Inc
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M1 Capital Management LLC
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Gilbert & Cook, Inc.
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First Interstate Bank
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Consilio Wealth Advisors, Llc
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Compass Financial Services Inc
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Centerline Wealth Advisors, LLC
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BluePointe Capital Management, LLC
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Fairman Group, LLC
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West Michigan Advisors, Llc
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Busey Wealth Management
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Benchmark Financial Wealth Advisors, LLC
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Mpwm Advisory Solutions, Llc
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South Plains Financial, Inc.
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Northwestern Mutual Wealth Management Co
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Stephens Inc /ar/
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Abound Wealth Management
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Huntleigh Advisors, Inc.
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Prospera Capital Management, LLC
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Bank Of Montreal /can/
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Private Management Group Inc
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High Note Wealth, LLC
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Advisor Group Holdings, Inc.
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Vaughan Nelson Investment Management, L.p.
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Anfield Capital Management, LLC
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Kestra Private Wealth Services, Llc
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Vestor Capital, Llc
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Thrive Wealth Management, LLC
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Balanced Wealth Group Llc
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Delta Financial Group, Inc.
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Greenfield Savings Bank
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Fingerlakes Wealth Management, Inc.
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CWS Financial Advisors, LLC
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Allspring Global Investments Holdings, LLC
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Mid-American Wealth Advisory Group, Inc.
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Cahaba Wealth Management, Inc.
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BLB&B Advisors, LLC
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FC Advisory LLC
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Strengthening Families & Communities, LLC
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M&t Bank Corp
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Regal Investment Advisors LLC
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Thoroughbred Financial Services, Llc
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Darden Wealth Group Inc
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Eagle Wealth Strategies Llc
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KPP Advisory Services LLC
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Millington Financial Advisors, LLC
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Inspirion Wealth Advisors, Llc
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GHP Investment Advisors, Inc.
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One Wealth Advisors, LLC
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Fairfield, Bush & Co.
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Aspen Investment Management Inc
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Alliance Wealth Advisors, LLC
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Wedmont Private Capital
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Mount Yale Investment Advisors, LLC
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Marathon Strategic Advisors, LLC
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Cornerstone Wealth Group, LLC
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Cobler Capital Management, LLC
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Gerber Kawasaki Wealth & Investment Management
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McMahon Financial Advisors, LLC
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Traphagen Investment Advisors Llc
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First American Trust, Fsb
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Madison Wealth Partners, Inc
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Patriot Investment Management Inc.
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Chokshi & Queen Wealth Advisors, Inc
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Strategic Equity Management
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Greenspring Advisors, LLC
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Grimes & Company, Inc.
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Kirtland Hills Capital Management, Llc
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Elevatus Welath Management
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Founders Financial Alliance, LLC
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Evernest Financial Advisors, LLC
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Insigneo Advisory Services, Llc
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Creekside Partners
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Red Wave Investments LLC
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Roundview Capital LLC
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Millburn Ridgefield Corp
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Midwest Professional Planners, LTD.
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Patrick M Sweeney & Associates, Inc
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Avion Wealth
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Pecaut & Co.
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Redwood Financial Network Corp
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Good Life Advisors, LLC
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Arkadios Wealth Advisors
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Orrstown Financial Services Inc
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Trademark Financial Management, LLC
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Benchmark Wealth Management, LLC
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Vista Wealth Management Group, LLC
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Spire Wealth Management
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Traction Financial Partners, LLC
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Northstar Asset Management Llc
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Summit Trail Advisors, Llc
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Waldron Private Wealth LLC
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Roof Eidam & Maycock/adv
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Bank Of Nova Scotia
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Members Wealth Llc
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Eagle Bay Advisors LLC
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Farmers National Bank
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Madison Asset Management, LLC
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VSM Wealth Advisory, LLC
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Boston Trust Walden Corp
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First Trust Advisors Lp
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Matrix Asset Advisors Inc/ny
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Wooster Corthell Wealth Management, Inc.
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Arrow Financial Corp
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Orin Green Financial, LLC
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Bcm Advisors, Llc
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Gainplan LLC
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RW Investment Management LLC
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Voisard Asset Management Group, Inc.
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Novem Group
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United Capital Financial Advisers, Llc
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Kavar Capital Partners Group, Llc
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Townsend Asset Management Corp /nc/ /adv
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Blue Bell Private Wealth Management, Llc
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Aries Wealth Management
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Balanced Rock Investment Advisor
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Fonville Wealth Management LLC
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Compass Ion Advisors, LLC
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MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C
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Asset Dedication, LLC
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Trust Co Of Toledo Na /oh/
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Sage Financial Management Group, Inc.
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Stablepoint Partners, LLC
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Snowden Capital Advisors LLC
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Meridian Financial, LLC
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Manchester Capital Management LLC
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Washington Trust Bank
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Topel & Distasi Wealth Management, LLC
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Dearborn Partners Llc
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Wall Street Access Asset Management, LLC
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Beacon Capital Management, LLC
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Balentine LLC
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FineMark National Bank & Trust
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Summit Financial Strategies, Inc.
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Edgestream Partners, L.P.
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Yoffe Investment Management, LLC
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Putnam Fl Investment Management Co
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Manning & Napier Advisors Llc
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Sara-Bay Financial
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Daner Wealth Management, LLC
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Rosenberg Matthew Hamilton
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Family Management Corp
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Keystone Wealth Services, LLC
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Kathmere Capital Management, LLC
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Hanson & Doremus Investment Management
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Index Fund Advisors, Inc.
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Coordinated Financial Services, Inc./CO
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Citadel Advisors Llc
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Caliber Wealth Management, LLC / KS
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GFS Advisors, LLC
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BEAM Asset Management, LLC
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Cyndeo Wealth Partners, LLC
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Trust Co Of Vermont
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Wealthstream Advisors, Inc.
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Copia Wealth Management
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Financial Synergies Wealth Advisors, Inc.
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Luminvest Wealth Management LLC
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Leonard Rickey Investment Advisors P.L.L.C.
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North Star Asset Management Inc
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Fortitude Family Office, LLC
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Kennicott Capital Management Llc
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Independent Advisor Alliance
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Cm Wealth Advisors Llc
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Norris Perne & French Llp/mi
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Antonelli Financial Advisors, LLC
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Northern Capital Management, Inc.
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JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A)
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Mattern Capital Management, Llc
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J2 Capital Management Inc
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Strata Wealth Advisors, LLC
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Garrett Investment Advisors LLC
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Beaumont Financial Advisors, LLC
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Graves-Light Private Wealth Management, Inc.
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Eclectic Associates Inc /adv
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Mml Investors Services, Llc
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Rialto Wealth Management, LLC
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Glen Eagle Advisors, LLC
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Peterson Wealth Advisors, LLC
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DecisionPoint Financial, LLC
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Citizens Financial Group Inc/ri
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Alexander Labrunerie & Co., Inc.
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MWFQX - MAINSTAY FUNDS TRUST - MainStay Equity ETF Allocation Fund Class R3
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Main Management LLC
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Narus Financial Partners, LLC
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Wallace Capital Management Inc.
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Crews Bank & Trust
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Global Retirement Partners, LLC
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Sand Hill Global Advisors, LLC
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Capital Investment Advisors, LLC
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Fjell Capital, LLC
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Ally Invest Advisors Inc.
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Colony Group, LLC
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Valmark Advisers, Inc.
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Lyell Wealth Management, Lp
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Kingstone Capital Partners Texas, LLC
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Diligent Investors, LLC
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Cassaday & Co Wealth Management LLC
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Sebold Capital Management, Inc.
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Envision Financial LLC
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Ardent Capital Management, Inc.
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Aspiriant, Llc
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Atlas Financial Advisors, Inc.
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Covestor Ltd
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Farnam Financial LLC
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Trueblood Wealth Management, LLC
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Investment Partners Asset Management, Inc.
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Howland Capital Management Llc
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ARS Wealth Advisors Group, LLC
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TriaGen Wealth Management LLC
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Portland Global Advisors LLC
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Greenwood Capital Associates Llc
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Fulcrum Capital LLC
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Keystone Financial Services, LLC
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Northeast Planning Associates, Inc. / Nh /
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Johnson Investment Counsel Inc
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Everpar Advisors Llc
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Valley Forge Investment Consultants Inc Adv
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Promus Capital, LLC
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Avalon Trust Co
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Amara Financial, Llc.
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Strategic Financial Services, Inc,
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Bear Mountain Capital, Inc.
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CVA Family Office, LLC
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YHB Investment Advisors, Inc.
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Rise Advisors, LLC
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Allen Mooney & Barnes Investment Advisors LLC
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Aquire Wealth Advisors, LLC
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Aufman Associates Inc
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Pittenger & Anderson Inc
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Chatham Capital Group, Inc.
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Allodium Investment Consultants, LLC
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Focus Financial Network, Inc.
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MGO Private Wealth, LLC
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Stuart Chaussee & Associates, Inc.
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Octavia Wealth Advisors, LLC
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Bay Capital Advisors, LLC
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TD Waterhouse Canada Inc.
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Berkeley Capital Partners, LLC
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Harbor Group, Inc.
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Root Financial Partners, LLC
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Strategic Investment Solutions, Inc. /IL
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United Advisor Group, LLC
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Willis Johnson & Associates, Inc.
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Grandview Asset Management LLC
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CIBC World Markets Inc.
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LaSalle St. Investment Advisors, LLC
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Winthrop Advisory Group LLC
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Myecfo, Llc
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Corundum Group, Inc.
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Invictus Private Wealth, Llc
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Clean Yield Group
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Montecito Bank & Trust
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McIlrath & Eck, LLC
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Astoria Portfolio Advisors LLC.
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Wealthspan Partners, Llc
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Beaumont Asset Management, L.L.C.
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Boyd Wealth Management, LLC
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Kingswood Wealth Advisors, Llc
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Harbor Asset Planning, Inc.
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Federation des caisses Desjardins du Quebec
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SYM FINANCIAL Corp
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Patriot Financial Group Insurance Agency, LLC
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Gen-Wealth Partners Inc
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Sound View Wealth Advisors Group, LLC
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Pinnacle Bancorp, Inc.
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Oakworth Capital, Inc.
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Stockman Wealth Management, Inc.
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Financial Management Professionals, Inc.
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SC&H Financial Advisors, Inc.
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Financial Alternatives, Inc
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Mason & Associates, LLC
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National Wealth Management Group, LLC
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Alerus Financial Na
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LJI Wealth Management, LLC
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Midwest Financial Group LLC
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|
Jpmorgan Chase & Co
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Colony Family Offices, LLC
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|
Goldman Sachs Group Inc
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Courage Miller Partners, LLC
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Strategies Wealth Advisors, LLC
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Russell Investments Group, Ltd.
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Correct Capital Wealth Management
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Operose Advisors LLC
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|
Morgan Stanley
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|
Old North State Wealth Management, LLC
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|
Front Row Advisors LLC
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Catalyst Capital Advisors LLC
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Axxcess Wealth Management, Llc
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Von Berge Wealth Management Group, LLC
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Moors & Cabot, Inc.
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Ironsides Asset Advisors, LLC
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Mathes Company, Inc.
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Denver Wealth Management, Inc.
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Acima Private Wealth, Llc
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Boston Private Wealth Llc
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|
D.a. Davidson & Co.
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|
Ipsen Advisor Group LLC
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Sittner & Nelson, Llc
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Sigma Planning Corp
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Grunden Financial Advisory, Inc.
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Woodmont Investment Counsel Llc
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Birch Capital Management, LLC
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|
Glassman Wealth Services
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Prosperity Consulting Group, LLC
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|
Clarity Capital Advisors, LLC
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|
Van Eck Associates Corp
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Sollinda Capital Management LLC
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|
Chilton Investment Co Llc
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|
Capstone Wealth Management Group, Llc
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|
Verus Capital Partners, Llc
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|
Ogorek Anthony Joseph /ny/ /adv
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|
Fairway Wealth LLC
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|
Sequent Asset Management, LLC
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|
Atria Investments Llc
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|
Serenus Wealth Advisors, LLC
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Optivise Advisory Services LLC
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Oppenheimer Asset Management Inc.
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|
Searcy Financial Services Inc /adv
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Exencial Wealth Advisors, Llc
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Venturi Wealth Management, LLC
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Maltin Wealth Management, Inc.
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|
Kentucky Trust Co
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|
Level Wealth Management LLC
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|
Red Lighthouse Investment Management, Llc
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|
Values Added Financial LLC
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|
BTG Pactual Asset Management US LLC
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|
Parr Mcknight Wealth Management Group, Llc
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Meridian Wealth Management, LLC
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Hurlow Wealth Management Group, Inc.
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Riverpoint Wealth Management Holdings, LLC
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|
Bank of New York Mellon Corp
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|
Inman Jager Wealth Management, LLC
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|
Gibbs Wealth Management
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|
Aire Advisors, Llc
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|
CHB Investment Group, LLC
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|
Bank of New Hampshire
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|
New Republic Capital, LLC
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|
Crewe Advisors LLC
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TrueWealth Financial Partners
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|
Cheviot Value Management, LLC
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Accelerate Investment Advisors LLC
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Crowley Wealth Management, Inc.
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Mjp Associates Inc /adv
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First Community Trust Na
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|
Mather Group, Llc.
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Mercer Global Advisors Inc /adv
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|
Investors Research Corp
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|
Wealthbridge Capital Management, Llc
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Genesis Private Wealth, Llc
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Blackston Financial Advisory Group, LLC
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Mosaic Financial Group, Llc
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Sherman Asset Management, Inc.
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Foster Dykema Cabot & Partners, Llc
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HT Partners LLC
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Horizon Bancorp Inc /in/
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|
Game Plan Financial Advisors, LLC
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|
American Money Management, LLC
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|
Ashton Thomas Securities, Llc
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|
Morton Capital Management LLC/CA
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|
Breakwater Investment Management
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Sound Stewardship, LLC
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Camelot Portfolios, LLC
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Bellwether Advisors, LLC
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Argent Advisors, Inc.
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Gotham Asset Management, LLC
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Pin Oak Investment Advisors Inc
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|
Midwest Trust Co
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|
Stokes Family Office, LLC
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|
Agf Management Ltd
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Benjamin Edwards Inc
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Legacy Private Trust Co.
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Ironwood Wealth Management, LLC.
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|
Us Bancorp \de\
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|
Cahill Financial Advisors Inc
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|
GenTrust, LLC
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|
Us Financial Advisors, Llc
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|
Van Den Berg Management I, Inc
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|
Aspire Capital Advisors LLC
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Wells Financial Advisors INC
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TruWealth Advisors, LLC
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FinDec Wealth Services, Inc.
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N.E.W. Advisory Services LLC
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AlphaStar Capital Management, LLC
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Towneley Capital Management, Inc / DE
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Blair William & Co/il
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Arkansas Financial Group, Inc.
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Gallagher Capital Advisors, LLC
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Riggs Asset Managment Co. Inc.
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Smithfield Trust Co
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Bell Investment Advisors, Inc
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RWM Asset Management, LLC
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Legacy Wealth Managment, LLC/ID
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Yarger Wealth Strategies, Llc
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Turtle Creek Wealth Advisors, LLC
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Sylvest Advisors, LLC
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Fiera Capital Corp
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Compass Planning Associates Inc
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Sageworth Trust Co of South Dakota
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Smith & Howard Wealth Management, LLC
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MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A
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Main Street Group, LTD
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Money Concepts Capital Corp
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Willow Creek Wealth Management Inc.
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Swp Financial Llc
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Warner Financial, Inc
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Summit Asset Management, LLC
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Philadelphia Trust Co
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Goldstein Advisors, LLC
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Guyasuta Investment Advisors Inc
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Alesco Advisors Llc
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Lantern Wealth Advisors, LLC
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L.K. Benson & Company, P.C.
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Fragasso Group Inc.
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North Ridge Wealth Advisors, Inc.
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Angeles Wealth Management, Llc
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New Millennium Group LLC
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Huntington National Bank
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Trust Co
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Canvas Wealth Advisors, LLC
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Ameritas Advisory Services, LLC
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Lifeworks Advisors, LLC
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Canandaigua National Bank & Trust Co
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Financial Advisors Network, Inc.
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Donaldson Capital Management, Llc
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Cantor Fitzgerald Investment Adviser L.p.
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Sharp Financial Services, LLC
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GoalFusion Wealth Management, LLC
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Lee-Kelleher Wealth Management
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PAX Financial Group, LLC
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Hazlett, Burt & Watson, Inc.
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Greenline Partners, LLC
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Cypress Capital Advisors, LLC
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Seek First Inc.
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Vicus Capital
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Montis Financial, LLC
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Investment Research & Advisory Group, Inc.
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WMG Financial Advisors, LLC
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West Bancorporation Inc
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Commonwealth Equity Services, Llc
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Monument Group Wealth Advisors, LLC
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Burke & Herbert Bank & Trust Co
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Versant Capital Management, Inc
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Welch Group, LLC
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Elser Financial Planning, Inc
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Murphy & Mullick Capital Management Corp
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Sensible Money, LLC
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Barr E S & Co
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Axiom Financial Strategies, LLC
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Gutierrez Wealth Advisory, LLC
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Cascade Financial Partners, LLC
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Evergreen Advisors, LLC
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Praetorian Wealth Management, Inc.
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Principle Wealth Partners Llc
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Cove Private Wealth, LLC
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S.A. Mason LLC
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FreeGulliver LLC
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Aptus Capital Advisors, LLC
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RKL Wealth Management LLC
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Arvest Bank Trust Division
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GSB Wealth Management, LLC
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Chesley Taft & Associates LLC
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Somnio Financial Group, LLC
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Consolidated Planning Corp
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Buckingham Strategic Partners
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Arlington Trust Co LLC
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Capital Investment Advisory Services, LLC
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Clear Creek Financial Management, LLC
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Provident Wealth Management, LLC
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Omega Financial Group, LLC
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Sensible Financial Planning & Management, LLC.
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Vivaldi Capital Management, LLC
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Financial Network Wealth Management LLC
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Retirement Income Solutions, Inc
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Emerald Investment Partners, Llc
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Ameriprise Financial Inc
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Adviser Investments LLC
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C M Bidwell & Associates Ltd
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Merit Financial Group, LLC
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Ancora Advisors, LLC
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Thompson Investment Management, Inc.
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Aletheian Wealth Advisors LLC
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Vantage Financial Partners, LLC
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Moneta Group Investment Advisors Llc
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Charter Trust Co
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Bridgewealth Advisory Group, LLC
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Oxbow Advisors, LLC
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Miramar Capital, LLC
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Beacon Pointe Advisors, LLC
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First Financial Corp /in/
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Wealthcare Advisory Partners LLC
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Security National Bank
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Meritage Portfolio Management
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Consolidated Portfolio Review Corp
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Intergy Private Wealth, LLC
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Zrc Wealth Management, Llc
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SilverOak Wealth Management LLC
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Basso Capital Management, L.p.
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Greykasell Wealth Strategies, Inc.
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St. Louis Trust Co
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Financial Futures Ltd Liability Co.
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Trinity Financial Advisors LLC
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TOWER TRUST & INVESTMENT Co
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MontVue Capital Management, Inc.
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Claris Financial LLC
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Stephenson National Bank & Trust
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Guidance Capital, Inc
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Daymark Wealth Partners, Llc
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Oxford Financial Group Ltd
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Fifth Third Wealth Advisors LLC
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Rooted Wealth Advisors, Inc.
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First Horizon Advisors, Inc.
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Gouws Capital LLC
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Kestra Investment Management, LLC
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Prudent Investors Network
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Selective Wealth Management, Inc.
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MBM Wealth Consultants, LLC
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Financial Network Wealth Advisors LLC
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Kmg Fiduciary Partners, Llc
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Wells Trecaso Financial Group, LLC
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Pettyjohn, Wood & White, Inc
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Wealth Management Nebraska
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Wilson & Boucher Capital Management, LLC
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SpringVest Wealth Management LLC
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Northeast Investment Management
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Annex Advisory Services, LLC
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Beacon Bridge Wealth Partners, LLC
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Chemistry Wealth Management LLC
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Lane & Associates LLC
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Victory Financial Group, Llc
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American National Bank
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Tortoise Investment Management, LLC
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Howe & Rusling Inc
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Venture Visionary Partners LLC
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Vista Investment Partners Ii, Llc
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Graypoint LLC
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Mv Capital Management, Inc.
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Armstrong Advisory Group, Inc
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Great Lakes Retirement, Inc.
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CFS Investment Advisory Services, LLC
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Granite Harbor Advisors, Inc.
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Warwick Investment Management, Inc.
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Sequoia Financial Advisors, LLC
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Mindset Wealth Management, Llc
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Financial Advisory Service, Inc.
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First Pacific Financial
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Sage Mountain Advisors LLC
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Integrated Advisors Network LLC
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Argent Trust Co
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Badgley Phelps Wealth Managers, LLC
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First Foundation Advisors
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Fiduciary Wealth Partners, LLC
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Ruggaard & Associates LLC
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Winthrop Capital Management, LLC
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Soltis Investment Advisors LLC
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Nbt Bank N A /ny
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Carr Financial Group Corp
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Revolve Wealth Partners, LLC
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1832 Asset Management L.P.
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JustInvest LLC
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Westside Investment Management, Inc.
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Fifth Third Securities, Inc.
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Crux Wealth Advisors
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Ami Investment Management Inc
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Joseph P. Lucia & Associates, LLC
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Stonebridge Financial Planning Group, LLC
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Hm Payson & Co
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Global Trust Asset Management, LLC
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Grange Capital, LLC
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Private Client Services, Llc
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Southland Equity Partners LLC
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Motley Fool Wealth Management, LLC
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MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
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Newman Dignan & Sheerar, Inc.
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|
Trust Co of the South
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Boston Family Office Llc
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MBL Wealth, LLC
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|
EPG Wealth Management LLC
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|
Quest Investment Management Llc
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Parcion Private Wealth LLC
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|
Country Trust Bank
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|
Midland Wealth Advisors Llc
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|
MAI Capital Management
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|
Absher Wealth Management, Llc
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Platform Technology Partners
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Orser Capital Management, Llc
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Eagle Strategies LLC
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Welch & Forbes Llc
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InTrack Investment Management Inc
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Jacobi Capital Management LLC
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LMG Wealth Partners, LLC
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Journey Strategic Wealth Llc
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Capital Advisory Group Advisory Services, LLC
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Beaumont Capital Management, LLC
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Intellectus Partners, LLC
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Trace Wealth Advisors, LLC
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Newport Capital Group, LLC
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Cynosure Management, Llc
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Fourth Dimension Wealth, LLC
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Gibraltar Capital Management, Inc.
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Howard Wealth Management, Llc
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Sigma Investment Counselors Inc
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Chapin Davis, Inc.
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Betterment LLC
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Washington Trust Advisors, Inc.
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Echo Wealth Management, LLC
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Checchi Capital Advisers, LLC
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Kelman-Lazarov, Inc.
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CX Institutional
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Nikulski Financial, Inc.
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Assetmark, Inc
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Riverview Capital Advisers, LLC
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Curbstone Financial Management Corp
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Princeton Global Asset Management LLC
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|
Bank of Marin
|
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|
Sax Wealth Advisors, Llc
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|
Kuhn & Co Investment Counsel
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Atticus Wealth Management, Llc
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Gill Capital Partners, Llc
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Waters Parkerson & Co., Llc
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Coldstream Capital Management Inc
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Great Lakes Advisors, Llc
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Stonegate Investment Group, LLC
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Binnacle Investments Inc
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Red Cedar Investment Management, Llc
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|
Tower Research Capital LLC (TRC)
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|
|
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|
Ariadne Wealth Management, LP
|
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|
|
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|
Hoese & Co LLP
|
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|
Live Oak Private Wealth LLC
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|
Bbr Partners, Llc
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|
Capital Investment Counsel, Inc
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|
Pcg Asset Management, Llc
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|
Qube Research & Technologies Ltd
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|
Integrity Financial Corp /WA
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|
Financial Perspectives, Inc
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|
Encompass Wealth Advisors, Llc
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Baron Wealth Management LLC
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Horizon Family Wealth, Inc.
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My Purposeful Wealth Corp.
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HTG Investment Advisors, Inc.
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Franklin Resources Inc
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WNY Asset Management, LLC
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|
Massmutual Trust Co Fsb/adv
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Traub Capital Management LLC
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Etesian Wealth Advisors, Inc.
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Mayfair Advisory Group, LLC
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Strategic Financial Partners, Ltd.
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McAdam, LLC
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IMG Wealth Management, Inc.
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Mb, Levis & Associates, Llc
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Prime Capital Investment Advisors, LLC
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Omnia Family Wealth, LLC
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Blume Capital Management, Inc.
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Transce3nd, LLC
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ASB Consultores, LLC
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Savvy Advisors, Inc.
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MAS Advisors LLC
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Chicago Partners Investment Group LLC
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Nova Wealth Management, Inc.
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|
Lowery Thomas, Llc
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Salem Investment Counselors Inc
|
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|
Petix & Botte Co
|
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Guardian Financial Partners, LLC
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|
Financial Strategies Group, Inc.
|
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|
Horst & Graben Wealth Management LLC
|
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|
Interactive Financial Advisors
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|
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|
Reliant Investment Partners, LLC
|
|
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|
Next Level Wealth Planning, LLC
|
|
|
|
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|
Verum Partners LLC
|
|
|
|
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|
Triangle Securities Wealth Management
|
|
|
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|
Thrivent Financial For Lutherans
|
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|
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|
Financial Partners Group, Inc
|
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|
Performa Ltd (US), LLC
|
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|
Atlantic Union Bankshares Corp
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LifeGuide Financial Advisors, LLC
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|
Pennington Partners & Co., Llc
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Financial & Tax Architects, LLC
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Family Investment Center, Inc.
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|
Liberty Square Wealth Partners Llc
|
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|
POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares
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|
|
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|
Francis Financial, Inc.
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|
Sanibel Captiva Trust Company, Inc.
|
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|
Fiduciary Trust Co
|
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|
Sloy Dahl & Holst, LLC
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Advisory Services Network, LLC
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CBIZ Investment Advisory Services, LLC
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Pine Ridge Advisers LLC
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Good Steward Wealth Advisors,LLC
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Fedenia Advisers LLC
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Flower City Capital
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Zions Bancorporation, National Association /ut/
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My Personal CFO, LLC
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Marquette Asset Management, LLC
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Abacus Planning Group, Inc.
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West Financial Advisors, LLC
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Pinnacle Financial Partners Inc
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Capital Advisors Wealth Management, LLC
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American Trust
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Greenhouse Wealth Management, LLC
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Eq Wealth Advisors, Llc
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OneAscent Financial Services LLC
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Financial Connections Group, Inc.
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Braun Stacey Associates Inc
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Key FInancial Inc
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Pacific Sun Financial Corp
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Larson Financial Group LLC
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Graney & King, LLC
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Raymond James Financial Inc
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Condor Capital Management
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Atomi Financial Group, Inc.
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Congress Wealth Management LLC / DE /
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SOA Wealth Advisors, LLC.
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Eukles Asset Management
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Dougherty Wealth Advisers LLC
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MidWestOne Financial Group, Inc.
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Valpey Financial Services, LLC
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Signature Estate & Investment Advisors Llc
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Stonebridge Financial Group, LLC
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Avantax Advisory Services, Inc.
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IFP Advisors, Inc
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Ascent Group, LLC
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21 West Wealth Management LLC
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Adapt Wealth Advisors, Llc
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Shira Ridge Wealth Management
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Middleton & Co Inc/ma
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Mason & Associates Inc
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Asset Management Group, Inc.
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Element Wealth, LLC
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Pacific Center for Financial Services
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Bath Savings Trust Co
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Cerity Partners LLC
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ENDW - EA Series Trust - Cambria Endowment Style ETF
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Retirement Guys Formula Llc
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Tiaa Trust, National Association
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ORG Partners LLC
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Fermata Advisors, LLC
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Mission Wealth Management, Lp
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RMB Capital Management, LLC
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Optas, LLC
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Blue Barn Wealth, LLC
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Cardiff Park Advisors, Llc
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Integrity Alliance, Llc.
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May Barnhard Investments LLC
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Cedar Mountain Advisors, LLC
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Grant Street Asset Management, Inc.
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Whalerock Point Partners, Llc
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Ballast, Inc.
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Lincoln Capital Corp
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Thurston, Springer, Miller, Herd & Titak, Inc.
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First National Bank Of Omaha
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Brinker Capital Investments, LLC
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Elwood & Goetz Wealth Advisory Group, LLC
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Adamsbrown Wealth Consultants Llc
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Comprehensive Financial Planning, Inc./PA
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Sapient Capital Llc
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MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3
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