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Confluence Wealth Services, Inc.
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Foundations Investment Advisors, LLC
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Creative Planning
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S.A. Mason LLC
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Parallel Advisors, LLC
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Eagle Strategies LLC
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Voya Financial Advisors, Inc.
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SRS Capital Advisors, Inc.
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Jane Street Group, Llc
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Cathy Pareto & Associates, Inc
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Kwmg, Llc
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Fortis Capital Advisors, LLC
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Legacy Private Trust Co.
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Peapack Gladstone Financial Corp
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Northstar Asset Management Llc
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Strategic Financial Concepts, LLC
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Jackson Hole Capital Partners, LLC
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Mosaic Family Wealth Partners, Llc
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GenTrust, LLC
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Colonial Trust Co / SC
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SigFig Wealth Management, LLC
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Agf Management Ltd
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BSW Wealth Partners
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Lpwm Llc
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Prosperity Consulting Group, LLC
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Integrity Financial Corp /WA
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Wellspring Financial Advisors, LLC
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Roxbury Financial LLC
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Primoris Wealth Advisors, Llc
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Northwest Capital Management Inc
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Bouchey Financial Group Ltd
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Betterment LLC
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Compass Ion Advisors, LLC
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Rockbridge Investment Management, LCC
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SOA Wealth Advisors, LLC.
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Leeward Financial Partners, LLC
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Urban Financial Advisory Corp
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Vontobel Holding Ltd.
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Sand Hill Global Advisors, LLC
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Capital Group Private Client Services, Inc.
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Greenspring Advisors, LLC
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Sloy Dahl & Holst, LLC
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Anderson Hoagland & Co
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Farmers National Bank
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Oarsman Capital, Inc.
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West Branch Capital LLC
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Woodard & Co Asset Management Group Inc /adv
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United Bank
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Financial Insights, Inc.
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Klingman & Associates, LLC
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DiMeo Schneider & Associates, L.L.C.
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IronBridge Private Wealth, LLC
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Mission Wealth Management, Lp
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Spire Wealth Management
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High Falls Advisors, Inc
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One Wealth Advisors, LLC
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Bristlecone Advisors, LLC
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Trust Point Inc.
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Patron Partners Advisors, Llc
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Waldron Private Wealth LLC
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Hemington Wealth Management
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Intelligent Financial Strategies
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Drucker Wealth 3.0, LLC
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Jaffetilchin Investment Partners, LLC
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Union Savings Bank
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SOL Capital Management CO
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Cape Investment Advisory, Inc.
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Core Wealth Advisors, Inc.
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Nicholas Hoffman & Company, LLC.
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Keybank National Association/oh
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Financial Connections Group, Inc.
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Qrg Capital Management, Inc.
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Perigon Wealth Management, LLC
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Farrell Financial LLC
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IFP Advisors, Inc
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Berger Financial Group, Inc
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Bensler, LLC
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Thrivent Financial For Lutherans
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Rsm Us Wealth Management Llc
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Embree Financial Group
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Creekmur Asset Management LLC
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Athena Investment Management
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Atlantic Private Wealth, LLC
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Cozad Asset Management Inc
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Madison Asset Management, LLC
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JDM Financial Group LLC
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Strategic Planning, Inc.
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Bartlett & Co. Wealth Management Llc
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Grant/GrossMendelsohn, LLC
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Royal Fund Management, LLC
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Morton Capital Management LLC/CA
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Two Roads Shared Trust - Foundations Dynamic Core ETF
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Journey Strategic Wealth Llc
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Hurley Capital, LLC
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Biltmore Family Office, LLC
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Wealthspire Advisors, LLC
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Valtinson Bruner Financial Planning LLC
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Private Wealth Asset Management, LLC
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MBA Advisors LLC
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Atalanta Sosnoff Capital, Llc
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Lion Street Advisors, LLC
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Fiduciary Trust Co
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Sterling Wealth Management, Inc.
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Strategic Investment Solutions, Inc. /IL
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Heritage Investment Group, Inc.
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Oppenheimer & Co Inc
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Valeo Financial Advisors, LLC
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Freestone Capital Holdings, LLC
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Ted Buchan & Co
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SilverOak Wealth Management LLC
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Allworth Financial LP
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Ballentine Partners, LLC
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Silvercrest Asset Management Group Llc
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Fmr Llc
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Annis Gardner Whiting Capital Advisors, LLC
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Bnp Paribas Arbitrage, Sa
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Arista Wealth Management, LLC
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Mayflower Financial Advisors, LLC
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Vise Technologies, Inc.
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Define Financial, Llc
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Lynx Investment Advisory
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Acropolis Investment Management, LLC
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Phillips Financial Management, Llc
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Sendero Wealth Management, LLC
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Qube Research & Technologies Ltd
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Heartwood Wealth Advisors LLC
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Summit Wealth Group Llc / Co
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Shorepoint Capital Partners LLC
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Gibson Capital, LLC
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Ledyard National Bank
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Claro Advisors LLC
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Neuberger Berman Group LLC
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Stephens Inc /ar/
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Integrated Advisors Network LLC
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Goodman Advisory Group, LLC
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Capital Analysts, Inc.
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Blackston Financial Advisory Group, LLC
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MainStreet Investment Advisors LLC
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Colonial Trust Advisors
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GW&K Investment Management, LLC
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Kovitz Investment Group Partners, LLC
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Marcum Wealth, LLC
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BlueSky Wealth Advisors, LLC
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Noble Wealth Management PBC
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BlackRock, Inc.
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CAPROCK Group, Inc.
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Wells Financial Advisors INC
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Valley National Advisers Inc
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Private Advisor Group, LLC
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Innovative Wealth Building LLC
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Centric Wealth Management
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Sax Wealth Advisors, Llc
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Transcendent Capital Group LLC
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United Asset Strategies, Inc.
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Warren Averett Asset Management, LLC
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Twin Focus Capital Partners, Llc
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Glenmede Investment Management, LP
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Dynamic Advisor Solutions LLC
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Perkins Coie Trust Co
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First Merchants Corp
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AMG National Trust Bank
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Juncture Wealth Strategies, Llc
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Apella Capital, LLC
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RFG Advisory, LLC
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Kanawha Capital Management Llc
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EnRich Financial Partners LLC
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Monticello Wealth Management, Llc
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Glassman Wealth Services
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Canvas Wealth Advisors, LLC
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Evolution Advisers, Inc.
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Axxcess Wealth Management, Llc
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Kendall Capital Management
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Stifel Financial Corp
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Slow Capital, Inc.
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ACT Advisors, LLC.
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Graves-Light Private Wealth Management, Inc.
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Net Worth Advisory Group
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McDonough Capital Management, Inc
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Everstar Asset Management, LLC
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Miller Investment Management, LP
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Chevy Chase Trust Holdings, Inc.
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Consilio Wealth Advisors, Llc
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Evolution Wealth Management Inc.
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Annex Advisory Services, LLC
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Wealthcare Advisory Partners LLC
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Johnson Investment Counsel Inc
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Capital Management Associates, Inc
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Riverwater Partners LLC
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Kathleen S. Wright Associates Inc.
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Index Fund Advisors, Inc.
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FC Advisory LLC
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Fortem Financial Group, Llc
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Bank of Marin
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Simplex Trading, Llc
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Sound Income Strategies, LLC
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Curio Wealth, Llc
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Seacrest Wealth Management, Llc
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New England Private Wealth Advisors LLC
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SOUTH STATE Corp
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Burling Wealth Partners, Llc
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Braun-Bostich & Associates Inc.
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Vision Financial Markets Llc
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Objective Capital Management, LLC
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Principia Wealth Advisory, LLC
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Cantor Fitzgerald Investment Adviser L.p.
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Bokf, Na
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Pennington Partners & Co., Llc
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Orca Investment Management, LLC
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Bank of Jackson Hole Trust
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David J Yvars Group
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Beckerman Institutional, LLC
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Atlantic Union Bankshares Corp
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AlphaCore Capital LLC
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PBMares Wealth Management LLC
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Aspiriant, Llc
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Capital Advisors, Ltd. LLC
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SMI Advisory Services, LLC
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Sawgrass Asset Management Llc
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National Asset Management, Inc.
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Summit Global Investments
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Byrne Asset Management LLC
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Advocate Group Llc
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Lowe Brockenbrough & Co Inc
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My Purposeful Wealth Corp.
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Nvwm, Llc
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Glass Jacobson Investment Advisors llc
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AllSquare Wealth Management LLC
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RMG Wealth Management LLC
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Wheelhouse Advisory Group LLC
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First Manhattan Co
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True North Advisors, LLC
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Arete Wealth Advisors, LLC
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McAdam, LLC
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CWA Asset Management Group, LLC
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Becker Capital Management Inc
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Truist Financial Corp
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Bleakley Financial Group, LLC
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Callan Capital, LLC
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Provenance Wealth Advisors, LLC
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Salomon & Ludwin, LLC
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Nbc Securities, Inc.
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Moser Wealth Advisors, LLC
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First Trust Advisors Lp
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Retirement Income Solutions, Inc
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Cerity Partners LLC
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Headinvest, Llc
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Briaud Financial Planning, Inc
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Adams Wealth Management
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Texas Capital Bank Wealth Management Services Inc
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Exchange Traded Concepts, Llc
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PrairieView Partners, LLC
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Emerald Investment Partners, Llc
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Safe Harbor Fiduciary, LLC
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Mpwm Advisory Solutions, Llc
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Seven Post Investment Office LP
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|
Cascade Financial Partners, LLC
|
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|
Sandy Spring Bank
|
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|
Trust Co Of Vermont
|
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|
Advocacy Wealth Management Services, LLC
|
|
|
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|
Delta Financial Advisors Llc
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|
Citigroup Inc
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|
SK Wealth Management, LLC
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Novare Capital Management Llc
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|
Total Investment Management Inc
|
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|
Gpwm Llc
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|
Comerica Bank
|
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|
Strategies Wealth Advisors, LLC
|
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|
Quaker Wealth Management, LLC
|
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Trevian Wealth Management LLC
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Financial Advocates Investment Management
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Armbruster Capital Management, Inc.
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Hantz Financial Services, Inc.
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Luminist Capital LLC
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Ashton Thomas Private Wealth, LLC
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Daner Wealth Management, LLC
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Renaissance Technologies Llc
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Ronald Blue Trust, Inc.
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Studio Investment Management Llc
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Arcadia Investment Advisors Llc
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Country Trust Bank
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|
Balentine LLC
|
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Park Avenue Securities Llc
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Appleton Partners Inc/ma
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Oxford Financial Group Ltd
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James J. Burns & Company, LLC
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Gradient Capital Advisors, LLC
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Miracle Mile Advisors, LLC
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High Net Worth Advisory Group LLC
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NewEdge Wealth, LLC
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Keb Asset Management, Llc
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Silverlake Wealth Management Llc
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Cardiff Park Advisors, Llc
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|
M3 Advisory Group, LLC
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Mairs & Power Inc
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Wbh Advisory Inc
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Pacific Financial Group Inc
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Perennial Investment Advisors, LLC
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Moss Adams Wealth Advisors LLC
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Chilton Capital Management Llc
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Leavell Investment Management, Inc.
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SageView Advisory Group, LLC
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Inlight Wealth Management, LLC
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Larson Financial Group LLC
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WealthPlan Investment Management, LLC
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|
One Capital Management, LLC
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|
Cliftonlarsonallen Wealth Advisors, Llc
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|
Awm Capital, Llc
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Holistic Planning, LLC
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Sapient Capital Llc
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Catalytic Wealth RIA, LLC
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Wells Fargo & Company/mn
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Simmons Bank
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Market Street Wealth Management Advisors Llc
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CENTRAL TRUST Co
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Smith, Salley & Associates
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Interchange Capital Partners, LLC
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Moneta Group Investment Advisors Llc
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Financial Advisory Service, Inc.
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UMA Financial Services, Inc.
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Oxbow Advisors, LLC
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Cranbrook Wealth Management, LLC
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Tarbox Family Office, Inc.
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Safeguard Financial, LLC
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Staley Capital Advisers Inc
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Ballast Advisors Llc
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Sowell Financial Services LLC
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Sylvest Advisors, LLC
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Prospera Capital Management, LLC
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Coppell Advisory Solutions LLC
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Highline Wealth Partners Llc
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Zhang Financial LLC
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Flagship Harbor Advisors, Llc
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Harbour Investments, Inc.
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Change Path, LLC
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Bank of New York Mellon Corp
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Acima Private Wealth, Llc
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Oldfather Financial Services, LLC
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RWM Asset Management, LLC
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Integrated Wealth Concepts LLC
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Scotia Capital Inc.
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Advisor Group Holdings, Inc.
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Pillar Financial Advisors, LLC
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Massmutual Trust Co Fsb/adv
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Destination Wealth Management
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Strategic Equity Management
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Solstein Capital, LLC
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WestEnd Advisors, LLC
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Leo Wealth, LLC
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Sentinel Pension Advisors Inc
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CVA Family Office, LLC
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Robbins Farley Llc
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Transamerica Financial Advisors, Inc.
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Twin Lakes Capital Management, LLC
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Blankinship & Foster, LLC
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Paradigm Financial Partners, Llc
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Meridian Wealth Advisors, LLC
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Continuum Advisory, LLC
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Alley Investment Management Company, LLC
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Francis Financial, Inc.
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Us Financial Advisors, Llc
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SoundView Advisors Inc.
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Redwood Financial Network Corp
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Blueprint Investment Partners LLC
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PCA Investment Advisory Services Inc.
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Aviance Capital Partners, LLC
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Horizon Bancorp Inc /in/
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Tsfg, Llc
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BetterWealth, LLC
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Stock Yards Bank & Trust Co
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Ironwood Financial, llc
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Hurlow Wealth Management Group, Inc.
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Bridgewater Advisors Inc.
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Werba Rubin Papier Wealth Management
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Bernardo Wealth Planning LLC
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Roundview Capital LLC
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ArborFi Advisors, LLC
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Next Capital Management LLC
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Wealthspan Partners, Llc
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Ritholtz Wealth Management
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Moller Financial Services
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Everpar Advisors Llc
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Caldwell Securities, Inc
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Hilltop Holdings Inc.
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HB Wealth Management, LLC
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Balanced Rock Investment Advisor
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Battery Global Advisors, LLC
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Parsons Capital Management Inc/ri
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Cherry Tree Wealth Management, LLC
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Synovus Financial Corp
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Abacus Wealth Partners, LLC
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Dentgroup LLC
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Newton One Investments LLC
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Topel & Distasi Wealth Management, LLC
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Sei Investments Co
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Pinnacle Bancorp, Inc.
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Naples Global Advisors, Llc
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Bogart Wealth, LLC
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Koesten, Hirschmann & Crabtree, INC.
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Empirical Asset Management, LLC
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Blue Chip Partners, Inc.
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Prosperity Planning, Inc.
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UBS Group AG
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Umb Bank N A/mo
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Breakwater Investment Management
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Ttp Investments, Inc.
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Ariadne Wealth Management, LP
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Pitcairn Co
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Midwest Professional Planners, LTD.
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Oak Hill Wealth Advisors, Llc
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Marco Investment Management Llc
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Marquette Associates, Inc.
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Orion Capital Management LLC
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TCTC Holdings, LLC
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Golden Bell Financial Planning LLC
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Relyea Zuckerberg Hanson LLC
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Wealthcare Capital Management Llc
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Abound Wealth Management
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Fairway Wealth LLC
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Pine Harbor Wealth Management, LLC
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Maseco Llp
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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NorthRock Partners, LLC
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Infinity Wealth Counsel, LLC
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Tanager Wealth Management LLP
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Northern Capital Management, Inc.
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Bay Capital Advisors, LLC
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Verus Capital Partners, Llc
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Physician Wealth Solutions Inc.
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Prudent Man Investment Management, Inc.
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Red Wave Investments LLC
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TFC Financial Management
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Verum Partners LLC
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Wooster Corthell Wealth Management, Inc.
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GQG Partners LLC
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Fusion Family Wealth LLC
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GPS Wealth Strategies Group, LLC
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Good Life Advisors, LLC
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Envestnet Portfolio Solutions, Inc.
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Us Bancorp \de\
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Assetmark, Inc
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Grove Bank & Trust
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Grandview Asset Management LLC
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Mycio Wealth Partners, Llc
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Russell Investments Group, Ltd.
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Johnson Financial Group, LLC
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TSA Wealth Managment LLC
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Nicolet Advisory Services, Llc
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Allodium Investment Consultants, LLC
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TCP Asset Management, LLC
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Southland Equity Partners LLC
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Western Wealth Management, LLC
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Evercore Wealth Management, LLC
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Commerce Bank
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KM Capital Management Ltd.
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Kingsview Wealth Management, LLC
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SPC Financial, Inc.
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Financial Engines Advisors L.L.C.
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Breakwater Capital Group
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Stone Point Wealth LLC
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Field & Main Bank
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Wescott Financial Advisory Group, LLC
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MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
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Valley Forge Investment Consultants Inc Adv
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Bradley Foster & Sargent Inc/ct
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Raymond James Financial Inc
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North Capital, Inc.
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Sheets Smith Wealth Management
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Visionary Wealth Advisors
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GHP Investment Advisors, Inc.
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Synergy Financial Group, LTD
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Aptus Capital Advisors, LLC
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Wiley Bros.-aintree Capital, Llc
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Olistico Wealth, LLC
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Integrity Wealth Solutions LLC
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Capital Asset Advisory Services LLC
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|
Rosenberg Matthew Hamilton
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Brookstone Capital Management
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BLB&B Advisors, LLC
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We Are One Seven, LLC
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Efficient Advisors, LLC
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Martin Worley Group
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James Reed Financial Services, Inc.
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Concurrent Investment Advisors, LLC
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Marietta Wealth Management, LLC
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Global Retirement Partners, LLC
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Hm Payson & Co
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Catalyst Financial Partners Llc
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Patriot Investment Management Inc.
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Great Valley Advisor Group, Inc.
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RDA Financial Network
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Forum Financial Management, LP
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Northwestern Mutual Wealth Management Co
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Sheaff Brock Investment Advisors, LLC
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|
Lee Danner & Bass Inc
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|
National Mutual Insurance Federation of Agricultural Cooperatives
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Select Asset Management & Trust
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Quartz Partners, LLC
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William Howard & Co Financial Advisors Inc
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Riverview Trust Co
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Putnam Fl Investment Management Co
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BRYN MAWR TRUST Co
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Global Assets Advisory, LLC
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Orser Capital Management, Llc
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Baltimore-Washington Financial Advisors, Inc.
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Ameriprise Financial Inc
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Hanson & Doremus Investment Management
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Nicolet Bankshares Inc
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|
Nwam Llc
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Cooper Financial Group
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BIP Wealth, LLC
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Legacy Trust
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Strategic Blueprint, LLC
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Advisors Capital Management, LLC
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Alpha Cubed Investments, LLC
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Sculati Wealth Management, LLC
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Wealth Dimensions Group, Ltd.
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D.a. Davidson & Co.
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Wealth Architects, LLC
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Hills Bank & Trust Co
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Enclave Advisors LLC
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Kennicott Capital Management Llc
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Kayne Anderson Rudnick Investment Management Llc
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RMB Capital Management, LLC
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Founders Grove Wealth Partners, Llc
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Brighton Jones Llc
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Wade Financial Advisory, Inc
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Beacon Capital Management, LLC
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Carnegie Capital Asset Management, LLC
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City Holding Co
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Stephens Consulting, LLC
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DHJJ Financial Advisors, Ltd.
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Lindbrook Capital, Llc
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Cary Street Partner Investment Advisory Llc
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Captrust Financial Advisors
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Scott & Selber, Inc.
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Helen Stephens Group, LLC
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Rialto Wealth Management, LLC
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Lazari Capital Management, Inc.
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Harbor Asset Planning, Inc.
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Central Pacific Bank - Trust Division
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Signature Estate & Investment Advisors Llc
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Opes Wealth Management LLC
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|
Simon Quick Advisors, Llc
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Great Lakes Advisors, Llc
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Cynosure Management, Llc
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Apollon Wealth Management, LLC
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Equitable Holdings, Inc.
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Merit Financial Group, LLC
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Farther Finance Advisors, LLC
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Financial Perspectives, Inc
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Argent Trust Co
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Schaeffer Financial LLC
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|
Hartland & Co., LLC
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Congress Wealth Management LLC / DE /
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Fundamentun, Llc
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|
BWM Planning, LLC
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|
Citizens Financial Group Inc/ri
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Maridea Wealth Management LLC
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Kirtland Hills Capital Management, Llc
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Hazlett, Burt & Watson, Inc.
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Burk Holdings LLC
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Pinnacle Wealth Planning Services, Inc.
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Avestar Capital, LLC
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Prime Capital Investment Advisors, LLC
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Beaumont Financial Advisors, LLC
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|
Trust Co
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Bare Financial Services, Inc
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Wealth Alliance
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PUREfi Wealth, LLC
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Yeomans Consulting Group, Inc.
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Keystone Financial Group
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Grimes & Company, Inc.
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|
Acorn Financial Advisory Services Inc /adv
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Marshall Financial Group LLC
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|
Intergy Private Wealth, LLC
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|
Hoertkorn Richard Charles
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|
C M Bidwell & Associates Ltd
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|
Gainplan LLC
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Lodestone Wealth Management LLC
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DT Investment Partners, LLC
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Tobias Financial Advisors, Inc.
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Turim 21 Investimentos Ltda.
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Kathmere Capital Management, LLC
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Evoke Wealth, Llc
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Chatham Capital Group, Inc.
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Beacon Pointe Advisors, LLC
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CI Private Wealth, LLC
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Mutual Advisors, LLC
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|
Idaho Trust Bank
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|
Kcm Investment Advisors Llc
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|
Pinnacle Associates Ltd
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|
BlueChip Wealth Advisors LLC
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|
one8zero8, LLC
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Riverpoint Wealth Management Holdings, LLC
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Moisand Fitzgerald Tamayo, LLC
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Clark Asset Management, LLC
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United Capital Financial Advisers, Llc
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Dorsey & Whitney Trust CO LLC
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Cobler Capital Management, LLC
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Financial Synergies Wealth Advisors, Inc.
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Gitterman Wealth Management, LLC
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TABR Capital Management, LLC
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|
May Barnhard Investments LLC
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Rebalance, Llc
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|
Atria Investments Llc
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TD Capital Management LLC
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|
Colony Group, LLC
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|
Acas, Llc
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Modern Wealth Management, LLC
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|
Thrive Wealth Management, LLC
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|
U.S. Capital Wealth Advisors, LLC
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|
Strategic Wealth Partners, Ltd.
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|
Life Planning Partners, Inc
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Semmax Financial Advisors Inc.
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General Partner, Inc.
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WASHINGTON TRUST Co
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Garrett Investment Advisors LLC
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Meridian Wealth Management, LLC
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Capital Investment Advisors, LLC
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Blair William & Co/il
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Promus Capital, LLC
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Salem Investment Counselors Inc
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Harvest Investment Services, LLC
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M.e. Allison & Co., Inc.
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Magnolia Capital Advisors Llc
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Highland Capital Management, Llc
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Dakota Wealth Management
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Snowden Capital Advisors LLC
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New Republic Capital, LLC
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L.K. Benson & Company, P.C.
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Sovran Advisors, LLC
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Resources Investment Advisors, LLC.
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Webster Bank, N. A.
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Clarity Capital Advisors, LLC
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Centaurus Financial, Inc.
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HBK Sorce Advisory LLC
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Pensionmark Financial Group, Llc
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Townsend Asset Management Corp /nc/ /adv
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Oak Harvest Investment Services
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Whipplewood Advisors, LLC
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Coastline Trust Co
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IFG Advisory, LLC
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Chokshi & Queen Wealth Advisors, Inc
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Weaver Consulting Group
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Arbor Investment Advisors, LLC
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Schneider Downs Wealth Management Advisors, LP
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Van Den Berg Management I, Inc
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Watts Gwilliam & Co., LLC
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Private Management Group Inc
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Tru Independence Asset Management 2, Llc
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Winthrop Advisory Group LLC
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WNY Asset Management, LLC
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PKS Advisory Services, LLC
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Summit X, LLC
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Cowa, Llc
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Journey Beyond Wealth, LLC
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Kilter Group LLC
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Mill Creek Capital Advisors, LLC
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JFG Wealth Management, LLC
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Great Point Wealth Advisors, LLC
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Avidian Wealth Solutions, LLC
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Ferguson Wellman Capital Management, Inc
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Pure Financial Advisors, Inc.
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Sunbelt Securities, Inc.
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RTD Financial Advisors, Inc.
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Wealthstream Advisors, Inc.
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Cahill Financial Advisors Inc
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Crestwood Advisors Group LLC
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Connecticut Wealth Management, LLC
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DBK Financial Counsel, LLC
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Apexium Financial, Lp
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Sage Mountain Advisors LLC
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Nations Financial Group Inc, /ia/ /adv
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Edge Financial Advisors LLC
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Tortoise Investment Management, LLC
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AAFCPAs Wealth Management, LLC
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Archvest Wealth Advisors, Inc.
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Maryland Capital Advisors Inc.
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FSM Wealth Advisors, LLC
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Jfs Wealth Advisors, Llc
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Integris Wealth Management, LLC
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BridgePort Financial Solutions, LLC
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Main Street Financial Solutions, LLC
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Alesco Advisors Llc
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Detalus Advisors, LLC
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Quadcap Wealth Management, LLC
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Avantax Advisory Services, Inc.
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Private Trust Co Na
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Modera Wealth Management, LLC
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TruNorth Capital Management, LLC
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Vista Capital Partners, Inc.
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Pathstone Holdings, LLC
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Mason Investment Advisory Services, Inc.
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XY Planning Network, Inc.
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Asset Dedication, LLC
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Howe & Rusling Inc
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Cresset Asset Management, LLC
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Brown Brothers Harriman & Co
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Wealth Enhancement Advisory Services, Llc
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Waddell & Associates, Llc
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Beacon Wealthcare LLC
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Oak Asset Management, LLC
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First Horizon Advisors, Inc.
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Carret Asset Management, Llc
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Twin Peaks Wealth Advisors, LLC
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Atticus Wealth Management, Llc
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Financial Futures Ltd Liability Co.
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Capital International Investors
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Mercer Global Advisors Inc /adv
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Stonegate Investment Group, LLC
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Chicago Partners Investment Group LLC
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Ethos Financial Group, LLC
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Traphagen Investment Advisors Llc
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Cobblestone Capital Advisors Llc /ny/
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
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Heritage Investors Management Corp
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Beaird Harris Wealth Management, LLC
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Brass Tax Wealth Management, Inc
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Sensible Money, LLC
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Jacobi Capital Management LLC
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Bank Of America Corp /de/
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Darden Wealth Group Inc
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Sagespring Wealth Partners, Llc
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Round Rock Advisors, LLC
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JNBA Financial Advisors
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GAMMA Investing LLC
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Crescent Grove Advisors, LLC
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CIBC Private Wealth Group, LLC
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Covington Investment Advisors Inc.
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Crowley Wealth Management, Inc.
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Founders Financial Alliance, LLC
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Fortitude Advisory Group L.L.C.
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PCG Wealth Advisors, LLC
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SILVER OAK SECURITIES, Inc
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Adviser Investments LLC
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Glenmede Trust Co Na
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Clune & Associates, Ltd.
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Csenge Advisory Group
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Rockwood Wealth Management, LLC
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Bluestem Financial Advisors, Llc
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Kestra Private Wealth Services, Llc
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CacheTech Inc.
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McKinley Carter Wealth Services, Inc.
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VSM Wealth Advisory, LLC
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Keystone Wealth Services, LLC
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Vista Wealth Management Group, LLC
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Whittier Trust Co
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Wedbush Securities Inc
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Evanson Asset Management, LLC
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Sigma Planning Corp
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Wetherby Asset Management Inc
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Brooklyn FI, LLC
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Kelman-Lazarov, Inc.
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Garde Capital, Inc.
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Haven Private, LLC
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Apollon Financial, LLC
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Johnson Financial Group, Inc.
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Everest Management Corp.
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West Financial Advisors, LLC
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Perritt Capital Management Inc
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First Financial Bank - Trust Division
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Golden State Wealth Management, LLC
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Millburn Ridgefield Corp
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Ancora Advisors, LLC
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Prospera Financial Services Inc
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Powell Investment Advisors, LLC
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Westside Investment Management, Inc.
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Sage Financial Management Group, Inc.
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Old National Bancorp /in/
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Waters Parkerson & Co., Llc
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Pinnacle Financial Group, LLC / IL
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HighMark Wealth Management LLC
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Hoxton Planning & Management, LLC
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Caitlin John, LLC
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Plum Street Advisors, LLC
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Willow Creek Wealth Management Inc.
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Northeast Investment Management
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Aletheian Wealth Advisors LLC
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SC&H Financial Advisors, Inc.
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Envision Financial LLC
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IMA Wealth, Inc.
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Kohmann Bosshard Financial Services, LLC
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IHT Wealth Management, LLC
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Kera Capital Partners, Inc.
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CFO4Life Group, LLC
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TD Waterhouse Canada Inc.
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Glen Eagle Advisors, LLC
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Abacus Planning Group, Inc.
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American Trust
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Obermeyer Wood Investment Counsel, Lllp
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Goldman Sachs Group Inc
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DAVENPORT & Co LLC
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Summit Trail Advisors, Llc
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Regions Financial Corp
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Citadel Advisors Llc
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Fisher Asset Management, LLC
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Anchor Capital Advisors Llc
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McIlrath & Eck, LLC
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Compass Planning Associates Inc
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EP Wealth Advisors, Inc.
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Jackson, Grant Investment Advisers, Inc.
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KFA Private Wealth Group, LLC
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Sequoia Financial Advisors, LLC
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Seamount Financial Group Inc
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FF Advisors,LLC
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Red Door Wealth Management, LLC
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Stratos Wealth Partners, LTD.
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M&t Bank Corp
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Northern Trust Corp
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Vestmark Advisory Solutions, Inc.
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United Advisor Group, LLC
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Bragg Financial Advisors, Inc
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Robertson Stephens Wealth Management, LLC
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Gill Capital Partners, Llc
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Intrust Bank Na
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Better Money Decisions, LLC
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Addis & Hill, Inc
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Smartleaf Asset Management LLC
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GWM Advisors LLC
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Revisor Wealth Management LLC
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Plante Moran Financial Advisors, LLC
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PDS Planning, Inc
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GoalVest Advisory LLC
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Wiser Wealth Management, Inc
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Comprehensive Financial Planning, Inc./PA
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Nordwand Advisors, LLC
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Swp Financial Llc
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Soundwatch Capital LLC
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Haverford Trust Co
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Orion Portfolio Solutions, LLC
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Fourth Dimension Wealth, LLC
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Trustmark National Bank Trust Department
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Alerus Financial Na
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My Personal CFO, LLC
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Kingsman Wealth Management, Inc.
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Opus Capital Group, LLC
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Jpmorgan Chase & Co
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Charles Schwab Investment Management Inc
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Hardy Reed LLC
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Measured Wealth Private Client Group, LLC
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Bank OZK
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Savant Capital, LLC
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Parisi Gray Wealth Management
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Ameriflex Group, Inc.
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Successful Portfolios LLC
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Gladstone Institutional Advisory LLC
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Cornerstone Management, Inc.
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Brinker Capital Investments, LLC
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Arkadios Wealth Advisors
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Pachira Investments Inc.
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Aqr Capital Management Llc
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TDSC - Exchange Listed Funds Trust - Cabana Target Drawdown 10 ETF
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MAI Capital Management
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Delta Asset Management Llc/tn
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Capital Planning LLC
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Mystic Asset Management, Inc.
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Steward Partners Investment Advisory, Llc
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Meridian Financial, LLC
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Jones Financial Companies Lllp
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Natixis Advisors, L.p.
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YHB Investment Advisors, Inc.
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Buckingham Strategic Partners
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Coston, McIsaac & Partners
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Geneos Wealth Management Inc.
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Prostatis Group LLC
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Dahring | Cusmano Llc
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Verus Financial Partners, Inc.
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Boston Trust Walden Corp
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Ieq Capital, Llc
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Prospect Financial Group LLC
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Ironsides Asset Advisors, LLC
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Founders Financial Securities Llc
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Pacific Sun Financial Corp
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McCarthy Grittinger Financial Group, LLC
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City State Bank
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Commonwealth Equity Services, Llc
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Ifrah Financial Services, Inc.
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Passive Capital Management, LLC.
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Cetera Investment Advisers
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Sunflower Bank, N.A.
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Thurston, Springer, Miller, Herd & Titak, Inc.
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J.w. Cole Advisors, Inc.
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Franklin Resources Inc
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Blue Oak Capital, LLC
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Howard Wealth Management, Llc
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Sonoma Private Wealth LLC
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Td Private Client Wealth Llc
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MontVue Capital Management, Inc.
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Belpointe Asset Management LLC
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JMG Financial Group, Ltd.
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Atwater Malick LLC
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Gateway Wealth Partners, LLC
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Wedmont Private Capital
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Horst & Graben Wealth Management LLC
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Altiora Financial Group, LLC
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Hershey Financial Advisers, LLC
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Roble, Belko & Company, Inc
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Nbt Bank N A /ny
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Country Club Bank /gfn
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Red Tortoise LLC
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Verdence Capital Advisors LLC
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Liberty Square Wealth Partners Llc
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SCS Capital Management LLC
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Ameritas Advisory Services, LLC
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Millstone Evans Group, LLC
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MY Wealth Management Inc.
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Ascent Group, LLC
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HighTower Advisors, LLC
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CNB Bank
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Valmark Advisers, Inc.
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Exencial Wealth Advisors, Llc
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Angeles Wealth Management, Llc
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APCM Wealth Management for Individuals
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Interactive Financial Advisors
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StoneX Group Inc.
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Accredited Investors Inc.
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Duncker Streett & Co Inc
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Michael A. Dubis Financial Planning, LLC
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Lutz Financial Services LLC
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Motco
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Anson Capital, Inc.
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Wolff Wiese Magana Llc
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Rehmann Capital Advisory Group
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Creekside Partners
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Plancorp, LLC
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Flagship Wealth Advisors, Llc
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Foster Group, Inc.
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St. Louis Trust Co
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GeoWealth Management, LLC
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Smithfield Trust Co
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Lifeworks Advisors, LLC
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Thomasville National Bank
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Tower Research Capital LLC (TRC)
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Tradewinds Capital Management, LLC
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Royal Capital Wealth Management, LLC
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Madison Wealth Partners, Inc
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Kestra Advisory Services, LLC
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Summit Financial, LLC
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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Benjamin Edwards Inc
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Capital Investment Advisory Services, LLC
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Gerber Kawasaki Wealth & Investment Management
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SkyOak Wealth, LLC
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Mitchell Capital Management Co
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Blueprint Financial Advisors LLC
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First Hawaiian Bank
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Black Diamond Financial, LLC
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FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
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Tidemark, LLC
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Fortis Capital Management LLC
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Ellenbecker Investment Group
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Fiduciary Advisors, Inc.
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Blue Bell Private Wealth Management, Llc
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Secure Asset Management, LLC
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Franklin, Parlapiano, Turner & Welch, LLC
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RCS Financial Planning, LLC
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Retirement Planning Co of New England, Inc.
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ORG Partners LLC
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Morgan Stanley
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Front Row Advisors LLC
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Novak & Powell Financial Services, Inc.
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Liberty Wealth Management Llc
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Norris Perne & French Llp/mi
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Advisory Services Network, LLC
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Choate Investment Advisors
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Mather Group, Llc.
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Mariner, LLC
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Dynamic Financial Group
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Zacks Investment Management
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BKM Wealth Management, LLC
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Savvy Advisors, Inc.
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Consultiva Wealth Management, Corp.
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Avant Capital LLC
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American Money Management, LLC
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Burney Co/
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Davidson Trust Co
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Certified Advisory Corp
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Vermillion & White Wealth Management Group, LLC
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Anchor Investment Management, LLC
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Gotham Asset Management, LLC
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LRI Investments, LLC
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Venturi Wealth Management, LLC
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Center for Financial Planning, Inc.
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Avion Wealth
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Financial Alternatives, Inc
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Greenleaf Trust
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Lowe Wealth Advisors, LLC
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Three Bridge Wealth Advisors, LLC
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Mason & Associates, LLC
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Creegan & Nassoura Financial Group, LLC
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Camden Capital, LLC
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Tranquility Partners, LLC
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Texas Yale Capital Corp.
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Financial Advisors Network, Inc.
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Berkeley Capital Partners, LLC
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WealthTrust Asset Management, LLC
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Disciplined Investments, LLC
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Cassaday & Co Wealth Management LLC
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Harbor Investment Advisory, Llc
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Bell Investment Advisors, Inc
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Transcend Wealth Collective, Llc
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Advantage Trust Co
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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ETF Store, Inc.
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Astra Wealth Partners LLC
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Ausdal Financial Partners, Inc.
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Revolve Wealth Partners, LLC
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Regal Investment Advisors LLC
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Fiduciary Group LLC
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Astoria Strategic Wealth, Inc.
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Quadrant Capital Group Llc
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Empower Advisory Group, LLC
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Red Lighthouse Investment Management, Llc
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Two Sigma Investments, Lp
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Granite FO LLC
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Indiana Trust & Investment Management CO
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Pallas Capital Advisors LLC
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Main Street Group, LTD
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Mayport, Llc
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GSG Advisors LLC
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Fairman Group, LLC
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BLVD Private Wealth, LLC
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First Heartland Consultants, Inc.
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Parkside Financial Bank & Trust
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Gries Financial Llc
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Western Financial Corp/CA
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Montag A & Associates Inc
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Walkner Condon Financial Advisors LLC
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Charles Schwab Trust Co
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Pineridge Advisors LLC
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Welch & Forbes Llc
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Hopwood Financial Services, Inc.
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First Pacific Financial
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Seven Springs Wealth Group, LLC
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Willis Johnson & Associates, Inc.
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O'shaughnessy Asset Management, Llc
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Green Harvest Asset Management LLC
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MCF Advisors LLC
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Orin Green Financial, LLC
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Quantinno Capital Management LP
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CoreCap Advisors, LLC
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
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Moneywise, Inc.
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Cambridge Investment Research Advisors, Inc.
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Hartmann Taylor Wealth Management, LLC
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Human Investing LLC
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Mathes Company, Inc.
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EPG Wealth Management LLC
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Silver Oak Advisory Group, Inc.
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Royal Bank Of Canada
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Maia Wealth LLC
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Financial Management Professionals, Inc.
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Clarity Wealth Advisors, LLC
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Baker Avenue Asset Management, LP
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Truepoint, Inc.
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Michels Family Financial, LLC
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Colony Family Offices, LLC
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Triune Financial Partners, LLC
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Kingswood Wealth Advisors, Llc
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Kmg Fiduciary Partners, Llc
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Essex LLC
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Barlow Wealth Partners, Inc.
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Charter Oak Capital Management, LLC
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Capital Advisors Inc/ok
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WealthCollab, LLC
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Amtrust Financial Services, Inc.
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Wealthquest Corp
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Daymark Wealth Partners, Llc
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Portside Wealth Group, LLC
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Values Added Financial LLC
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OneAscent Financial Services LLC
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BKD Wealth Advisors, LLC
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SBI Securities Co., Ltd.
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Monograph Wealth Advisors, Llc
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Versant Capital Management, Inc
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Pathway Financial Advisors LLC
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Tumwater Wealth Management, LLC
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Brown, Lisle/cummings, Inc.
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LongView Wealth Management
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Bearing Point Capital, Llc
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Joseph Group Capital Management
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Creative Capital Management Investments LLC
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Cahaba Wealth Management, Inc.
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Joel Isaacson & Co., LLC
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Transce3nd, LLC
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Summit Wealth & Retirement Planning, Inc.
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Gibraltar Capital Management, Inc.
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LPL Financial LLC
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Tiaa Trust, National Association
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Focus Financial Network, Inc.
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American Investment Services, Inc.
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Root Financial Partners, LLC
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Ark & Tlk Investments, Llc
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Bank Of Montreal /can/
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Ameritas Investment Partners, Inc.
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Susquehanna International Group, Llp
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Investment Counsel Co Of Nevada
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Essex Financial Services, Inc.
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Brandywine Oak Private Wealth Llc
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Schoolcraft Capital LLC
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Ritter Daniher Financial Advisory LLC / DE
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McClarren Financial Advisors, Inc.
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Principal Securities, Inc.
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Kovack Advisors, Inc.
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Operose Advisors LLC
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Archer Investment Corp
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CGC Financial Services, LLC
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WealthCare Investment Partners, LLC
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Bailard, Inc.
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Watershed Private Wealth Llc
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Venture Visionary Partners LLC
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Envestnet Asset Management Inc
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PFG Investments, LLC
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Axos Invest Inc.
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Warwick Investment Management, Inc.
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Rodgers & Associates, LTD
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Wedgewood Investors Inc /pa/
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Lido Advisors, LLC
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Level Four Advisory Services, Llc
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Bellwether Advisors, LLC
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Catalyst Capital Advisors LLC
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Coldstream Capital Management Inc
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TruWealth Advisors, LLC
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|
Petix & Botte Co
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LGT Financial Advisors LLC
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Goldstein Advisors, LLC
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Cornerstone Advisors Asset Management, Inc
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Schechter Investment Advisors, LLC
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Portland Financial Advisors Inc
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Cladis Investment Advisory, LLC
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AE Wealth Management LLC
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Boston Family Office Llc
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Arlington Trust Co LLC
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Cary Street Partners Financial Llc
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GEN Financial Management, INC.
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Wealthfront Advisers Llc
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Consolidated Portfolio Review Corp
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Atria Wealth Solutions, Inc.
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Cwm, Llc
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Prime Buchholz LLC
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Van Hulzen Asset Management, LLC
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Vanguard Group Inc
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Mitchell Mcleod Pugh & Williams Inc
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Marquette Asset Management, LLC
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Pettyjohn, Wood & White, Inc
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Legacy Financial Group, Inc.
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
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Signaturefd, Llc
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Capital Advantage, Inc.
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Yoder Wealth Management, Inc.
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Oakworth Capital, Inc.
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Badgley Phelps Wealth Managers, LLC
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Resources Management Corp /ct/ /adv
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Bessemer Group Inc
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|
CX Institutional
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Balboa Wealth Partners
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|
Partners in Financial Planning
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Atlantic Edge Private Wealth Management, LLC
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Unique Wealth, Llc
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Quadrant Private Wealth Management, LLC
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Atomi Financial Group, Inc.
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|
Federation des caisses Desjardins du Quebec
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Huntington National Bank
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Clark Capital Management Group, Inc.
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Mb, Levis & Associates, Llc
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King Luther Capital Management Corp
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Cypress Wealth Services, LLC
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Aspen Investment Management Inc
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Mesirow Financial Investment Management, Inc.
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|
Crews Bank & Trust
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Fifth Third Wealth Advisors LLC
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|
Glenview Trust Co
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|
Pioneer Wealth Management Group
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|
Pittenger & Anderson Inc
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|
Hilltop Wealth Advisors, Llc
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Fountainhead AM, LLC
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Brown Advisory Inc
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Skopos Labs, Inc.
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Affinity Capital Advisors, LLC
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Fee-Only Financial Planning, L.C.
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Norden Group Llc
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Rezny Wealth Management, Inc.
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Rice Partnership, LLC
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Waller Financial Planning Group, Inc
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Sittner & Nelson, Llc
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Mogy Joel R Investment Counsel Inc
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FreeGulliver LLC
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|
Clarius Group, LLC
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|
Whittier Trust Co Of Nevada Inc
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|
Hughes Financial Services, LLC
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|
BluePointe Capital Management, LLC
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|
EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB
|
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|
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|
Sequent Asset Management, LLC
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Greenwood Capital Associates Llc
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Pinnacle Wealth Management Advisory Group, LLC
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|
Manuka Financial, LLC
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Key FInancial Inc
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Noesis Capital Mangement Corp
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Armis Advisers, LLC
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Courage Miller Partners, LLC
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Shayne & Co., Llc
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Bernard Wealth Management Corp.
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Vishria Bird Financial Group, LLC
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BOK Financial Private Wealth, Inc.
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Beese Fulmer Investment Management, Inc.
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PFS Partners, LLC
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Pnc Financial Services Group, Inc.
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Cullen/frost Bankers, Inc.
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Reyes Financial Architecture, Inc.
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AdvisorNet Financial, Inc
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Mustard Seed Financial, LLC
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Wsfs Capital Management, Llc
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CFS Investment Advisory Services, LLC
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White Lighthouse Investment Management Inc.
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Mml Investors Services, Llc
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Diversify Advisory Services, LLC
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Peterson Wealth Advisors, LLC
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Principle Wealth Partners Llc
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Diversify Wealth Management, Llc
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Allred Capital Management, LLC
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Lodestar Private Asset Management Llc
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|
Creative Financial Designs Inc /adv
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Baird Financial Group, Inc.
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Norinchukin Bank, The
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Investors Research Corp
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Alliancebernstein L.p.
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Latigo Investments, LLC
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Fifth Third Bancorp
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Sage Financial Group Inc
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Rockefeller Capital Management L.P.
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Tanglewood Legacy Advisors, LLC
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Horizons Wealth Management
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North Star Investment Management Corp.
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Riversedge Advisors, Llc
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Dividend Asset Capital, Llc
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Mosaic Advisors LLC
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Narus Financial Partners, LLC
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Grandfield & Dodd, Llc
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Evergreen Capital Management Llc
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Crescent Sterling, Ltd.
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Vista Investment Management
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First Community Trust Na
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Berkshire Money Management, Inc.
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Proffitt & Goodson Inc
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Next Level Private LLC
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