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Wesbanco Bank Inc
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Brightwater Advisory LLC
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GHP Investment Advisors, Inc.
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IFG Advisors, LLC
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Terril Brothers, Inc.
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Trueblood Wealth Management, LLC
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Prime Capital Investment Advisors, LLC
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Tiemann Investment Advisors, Llc
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Rosenberg Matthew Hamilton
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Salomon & Ludwin, LLC
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Norris Perne & French Llp/mi
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Baker Avenue Asset Management, LP
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Harbor Investment Advisory, Llc
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J.w. Cole Advisors, Inc.
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Allspring Global Investments Holdings, LLC
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Nations Financial Group Inc, /ia/ /adv
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SageView Advisory Group, LLC
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Capital Investment Advisory Services, LLC
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Kozak & Associates, Inc.
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Retirement Planning Group
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IFP Advisors, Inc
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High Net Worth Advisory Group LLC
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PFS Partners, LLC
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David Wealth Management LLC
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Texas Yale Capital Corp.
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Vista Private Wealth Partners. LLC
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MONECO Advisors, LLC
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Perritt Capital Management Inc
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STAR Financial Bank
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Sittner & Nelson, Llc
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Murphy, Middleton, Hinkle & Parker, Inc.
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Cahaba Wealth Management, Inc.
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North Star Investment Management Corp.
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Bragg Financial Advisors, Inc
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Callan Family Office, LLC
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Financial Partners Group, Inc
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Condor Capital Management
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Sawyer & Company, Inc
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BlackRock, Inc.
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Thomasville National Bank
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Stratos Wealth Partners, LTD.
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Slow Capital, Inc.
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Mine & Arao Wealth Creation & Management, LLC.
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Eclectic Associates Inc /adv
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Saxon Interests, Inc.
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DSG Capital Advisors, LLC
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Pacific Financial Group Inc
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First Command Advisory Services, Inc.
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Commonwealth Equity Services, Llc
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Dearborn Partners Llc
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Pensionmark Financial Group, Llc
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Creative Capital Management Investments LLC
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Patriot Investment Management Inc.
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Chemung Canal Trust Co
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Brown Brothers Harriman & Co
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Asset Management Group, Inc.
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MSH Capital Advisors LLC
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Stephen J. Garry & Associates, Llc
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VestGen Advisors, LLC
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RFG Advisory, LLC
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Verdence Capital Advisors LLC
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Sapient Capital Llc
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Fiduciary Financial Group, Llc
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Smith, Moore & Co.
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Adirondack Trust Co
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First PREMIER Bank
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Crewe Advisors LLC
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Family Firm, Inc.
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NCM Capital Management, LLC
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Vickerman Investment Advisors, Inc.
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Everstar Asset Management, LLC
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Doliver Advisors, Lp
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Keybank National Association/oh
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Lee-Kelleher Wealth Management
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Windsor Advisory Group, LLC
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Tudor Financial Inc.
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Abound Wealth Management
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Brandywine Oak Private Wealth Llc
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Td Private Client Wealth Llc
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Price T Rowe Associates Inc /md/
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Miracle Mile Advisors, LLC
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River Wealth Advisors LLC
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Avantax Planning Partners, Inc.
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Busey Wealth Management
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Ironwood Financial, llc
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Westwood Holdings Group Inc
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Signature Resources Capital Management, LLC
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Mma Asset Management Llc
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TOWER TRUST & INVESTMENT Co
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CVA Family Office, LLC
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Rice Partnership, LLC
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DDFG, Inc
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Sowell Financial Services LLC
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Dover Advisors, Llc
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Ritter Daniher Financial Advisory LLC / DE
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Old Second National Bank Of Aurora
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Sather Financial Group Inc
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GSB Wealth Management, LLC
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Atticus Wealth Management, Llc
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Park Place Capital Corp
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Annex Advisory Services, LLC
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Betterment LLC
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NewEdge Wealth, LLC
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Fifth Third Bancorp
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Tidemark, LLC
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M&t Bank Corp
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U.S. Capital Wealth Advisors, LLC
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Bangor Savings Bank
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Commerce Bank
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Richmond Investment Services, LLC
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DAVENPORT & Co LLC
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Rockbridge Investment Management, LCC
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Personal Cfo Solutions, Llc
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UMA Financial Services, Inc.
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Northern Oak Wealth Management Inc
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CNB Bank
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Ballast Advisors Llc
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Cahill Financial Advisors Inc
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Y.D. More Investments Ltd
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HBK Sorce Advisory LLC
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Biltmore Family Office, LLC
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Allen Investment Management LLC
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Prosperity Planning, Inc.
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Trust Co Of Virginia /va
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Provenance Wealth Advisors, LLC
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Heartwood Wealth Advisors LLC
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Matrix Private Capital Group Llc
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Patten Group, Inc.
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Evergreen Private Wealth LLC
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Cove Private Wealth, LLC
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Exchange Traded Concepts, Llc
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Private Management Group Inc
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North Capital, Inc.
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Gables Capital Management Inc.
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Sterling Financial Planning, Inc.
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Change Path, LLC
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SRS Capital Advisors, Inc.
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Montag A & Associates Inc
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Sandy Cove Advisors, LLC
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FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
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CX Institutional
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SECT - Northern Lights Fund Trust IV - Main Sector Rotation ETF
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Apollon Wealth Management, LLC
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EP Wealth Advisors, Inc.
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Motco
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Lowe Brockenbrough & Co Inc
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Baird Financial Group, Inc.
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Spire Wealth Management
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Liberty Wealth Management Llc
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Lazari Capital Management, Inc.
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Davidson Trust Co
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Atlantic Edge Private Wealth Management, LLC
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Sage Mountain Advisors LLC
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Glenview Trust Co
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Great Valley Advisor Group, Inc.
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Wealthspire Advisors, LLC
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Envestnet Portfolio Solutions, Inc.
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Armstrong Advisory Group, Inc
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CarsonAllaria Wealth Management, Ltd.
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BankPlus Trust Department
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Nilsine Partners, LLC
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Cresset Asset Management, LLC
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Signaturefd, Llc
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Associated Banc-corp
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Park Capital Management, LLC / WI
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Kayne Anderson Rudnick Investment Management Llc
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Qube Research & Technologies Ltd
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LexAurum Advisors, LLC
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Colorado Capital Management, Inc.
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Dakota Wealth Management
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Traynor Capital Management, Inc.
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Susquehanna International Group, Llp
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Amplius Wealth Advisors, LLC
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HighTower Advisors, LLC
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Jmac Enterprises Llc
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Armor Investment Advisors, LLC
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Sandy Spring Bank
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Aqr Capital Management Llc
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Kathleen S. Wright Associates Inc.
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Fundamentun, Llc
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Dumont & Blake Investment Advisors Llc
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Private Capital Management Llc
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BancorpSouth Bank
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DHJJ Financial Advisors, Ltd.
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Captrust Financial Advisors
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New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
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Trifecta Capital Advisors, LLC
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Peregrine Asset Advisers, Inc.
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Eagle Global Advisors Llc
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We Are One Seven, LLC
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Moser Wealth Advisors, LLC
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Koshinski Asset Management, Inc.
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CoreCap Advisors, LLC
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Smith Shellnut Wilson Llc /adv
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BKD Wealth Advisors, LLC
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Accredited Investors Inc.
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Allegheny Financial Group LTD
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Regions Financial Corp
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Fifth Third Wealth Advisors LLC
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Golden State Wealth Management, LLC
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Pacifica Partners Inc.
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C M Bidwell & Associates Ltd
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Truist Financial Corp
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Ameritas Investment Partners, Inc.
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Keener Financial Planning LLC
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Axis Wealth Partners, LLC
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Legacy Financial Group LLC
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American National Bank
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Janney Montgomery Scott LLC
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Hrt Financial Lp
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Hazlett, Burt & Watson, Inc.
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SCS Capital Management LLC
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Beaird Harris Wealth Management, LLC
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One Capital Management, LLC
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Robertson Stephens Wealth Management, LLC
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HMS Capital Management, LLC
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Roman Butler Fullerton & Co
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Fairscale Capital, LLC
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Catalytic Wealth RIA, LLC
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City Holding Co
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GAMMA Investing LLC
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Concurrent Investment Advisors, LLC
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Natixis Advisors, L.p.
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Security National Bank
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Willis Johnson & Associates, Inc.
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Eastern Bank
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Operose Advisors LLC
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Private Trust Co Na
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Citadel Advisors Llc
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Watchman Group, Inc.
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Veracity Capital LLC
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Topsail Wealth Management, LLC
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Ehrlich Financial Group
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Grove Bank & Trust
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Whitaker-Myers Wealth Managers, LTD.
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Community Bank, N.A.
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Chilton Investment Co Llc
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Umpqua Bank
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Alesco Advisors Llc
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Valeo Financial Advisors, LLC
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Transce3nd, LLC
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Fayez Sarofim & Co
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Buckingham Strategic Partners
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Orion Portfolio Solutions, LLC
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Wealth Preservation Advisors, LLC
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Clearwater Capital Advisors, LLC
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Mill Capital Management, LLC
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Texas Capital Bank Wealth Management Services Inc
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Murphy & Mullick Capital Management Corp
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Weinberger Asset Management, Inc
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Moneta Group Investment Advisors Llc
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Nicholas Hoffman & Company, LLC.
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Lowe Wealth Advisors, LLC
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Truepoint, Inc.
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Strategic Blueprint, LLC
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Tocqueville Asset Management L.p.
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Aptus Capital Advisors, LLC
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Burke & Herbert Bank & Trust Co
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Renaissance Technologies Llc
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Capital Advisors, Ltd. LLC
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Resources Investment Advisors, LLC.
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Mutual Advisors, LLC
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Perkins Coie Trust Co
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Jones Financial Companies Lllp
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Destiny Capital Corp/CO
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Sheaff Brock Investment Advisors, LLC
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Future Fund LLC
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PCG Wealth Advisors, LLC
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High Falls Advisors, Inc
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Bokf, Na
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Northern Trust Corp
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Greater Midwest Financial Group, LLC
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Jpmorgan Chase & Co
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Pittenger & Anderson Inc
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Horrell Capital Management, Inc.
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Pnc Financial Services Group, Inc.
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InvesTrust
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Smallwood Wealth Investment Management, LLC
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Alpha Cubed Investments, LLC
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Raleigh Capital Management Inc.
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Moment Partners, LLC
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Embree Financial Group
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Total Investment Management Inc
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Cassaday & Co Wealth Management LLC
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New Millennium Group LLC
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Elyxium Wealth, LLC
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Glenmede Trust Co Na
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West Branch Capital LLC
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New Insight Wealth Advisors
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Signature Wealth Management Partners, LLC
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Bailard, Inc.
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Compass Investment Advisers LLC
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Jane Street Group, Llc
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Connecticut Wealth Management, LLC
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Parallel Advisors, LLC
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Bristlecone Advisors, LLC
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Western Wealth Management, LLC
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Harbour Investments, Inc.
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Mpwm Advisory Solutions, Llc
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Investors Research Corp
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Kingswood Wealth Advisors, Llc
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Cornerstone Planning Group LLC
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Dana Investment Advisors, Inc.
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HCR Wealth Advisors
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Cornerstone Wealth Management, LLC
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Evoke Wealth, Llc
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Merkkuri Wealth Advisors LLC
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Alliancebernstein L.p.
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Alpine Bank Wealth Management
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Argent Advisors, Inc.
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Carnegie Capital Asset Management, LLC
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Townsend Asset Management Corp /nc/ /adv
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Whittier Trust Co Of Nevada Inc
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Bank Of America Corp /de/
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Revolve Wealth Partners, LLC
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First Merchants Corp
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Bnp Paribas Arbitrage, Sa
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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Credential Qtrade Securities Inc.
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LTG Capital LLC
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SOUTH STATE Corp
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Johnson Financial Group, LLC
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Thompson Investment Management, Inc.
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Johnson Financial Group, Inc.
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Brass Tax Wealth Management, Inc
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Ashton Thomas Private Wealth, LLC
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Bogart Wealth, LLC
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Summit Wealth Group Llc / Co
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Triangle Securities Wealth Management
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Morgan Stanley
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Pacific Sun Financial Corp
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Venture Visionary Partners LLC
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Bank of New Hampshire
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Integrated Wealth Concepts LLC
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Daner Wealth Management, LLC
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Teamwork Financial Advisors, LLC
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Lyell Wealth Management, Lp
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D.a. Davidson & Co.
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Atwood & Palmer Inc
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Ullmann Financial Group, Inc.
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Rothschild Investment Llc
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HB Wealth Management, LLC
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Ironwood Investment Counsel, LLC
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Vance Wealth, Inc.
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Transform Wealth, LLC
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Tsfg, Llc
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Level Four Advisory Services, Llc
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Walled Lake Planning & Wealth Management, Llc
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Aprio Wealth Management, LLC
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Arkadios Wealth Advisors
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Awm Capital, Llc
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Palisade Asset Management, LLC
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Great Lakes Advisors, Llc
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Cullen/frost Bankers, Inc.
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Compton Wealth Advisory Group, LLC
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Creative Planning
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Diversify Wealth Management, Llc
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Pure Financial Advisors, Inc.
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Journey Strategic Wealth Llc
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Fortis Group Advisors, LLC
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Wealthstream Advisors, Inc.
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United Bank
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Assetmark, Inc
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Avantax Advisory Services, Inc.
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Probity Advisors, Inc.
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Cerity Partners LLC
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Inspirion Wealth Advisors, Llc
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Anderson Hoagland & Co
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BIP Wealth, LLC
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Citigroup Inc
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Financial Alternatives, Inc
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CFO4Life Group, LLC
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Brighton Jones Llc
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Gleason Group, Inc.
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Plante Moran Financial Advisors, LLC
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Coldstream Capital Management Inc
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POM Investment Strategies, LLC
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CIBC Private Wealth Group, LLC
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Hartland & Co., LLC
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Idaho Trust Bank
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Morton Brown Family Wealth, LLC
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PKS Advisory Services, LLC
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AlphaCore Capital LLC
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Howe & Rusling Inc
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Creative Financial Designs Inc /adv
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Total Wealth Planning, Llc
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Us Bancorp \de\
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Ballentine Partners, LLC
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Chicago Partners Investment Group LLC
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Hilltop National Bank
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Glassman Wealth Services
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Nbc Securities, Inc.
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Blue Edge Capital, LLC
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Mariner, LLC
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Millstone Evans Group, LLC
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Atlantic Union Bankshares Corp
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Oppenheimer & Co Inc
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Sightline Wealth Advisors, LLC
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Capital Investment Advisors, LLC
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Private Advisor Group, LLC
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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Alerus Financial Na
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Highland Capital Management, Llc
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Piscataqua Savings Bank
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Beacon Pointe Advisors, LLC
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Plotkin Financial Advisors, LLC
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AdvisorNet Financial, Inc
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Comerica Bank
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Nbt Bank N A /ny
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United Capital Financial Advisers, Llc
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Harbour Trust & Investment Management Co
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Avion Wealth
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Key FInancial Inc
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O'shaughnessy Asset Management, Llc
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Intrust Bank Na
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Becker Capital Management Inc
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SPC Financial, Inc.
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Ronald Blue Trust, Inc.
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Pinnacle Financial Group, LLC / IL
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Acas, Llc
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Heck Capital Advisors, LLC
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Federation des caisses Desjardins du Quebec
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Hollencrest Capital Management
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EverSource Wealth Advisors, LLC
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Clientfirst Wealth Management, LLC
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Bradley Foster & Sargent Inc/ct
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West Paces Advisors Inc.
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Hubbell Strickland Wealth Management, LLC
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Ellis Investment Partners, LLC
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Spectrum Wealth Counsel, LLC
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Confluence Wealth Services, Inc.
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Mml Investors Services, Llc
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CI Private Wealth, LLC
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Welch & Forbes Llc
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Crestwood Advisors Group LLC
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Gen-Wealth Partners Inc
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White Pine Investment CO
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Aviso Financial Inc.
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Independence Financial Advisors, LLC
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Palouse Capital Management, Inc.
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Capital Investment Counsel, Inc
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Creekside Partners
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|
Security National Bank Of So Dak
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|
|
Mowery & Schoenfeld Wealth Management, LLC
|
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|
|
|
|
Montecito Bank & Trust
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|
Arq Wealth Advisors, Llc
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Guardian Wealth Advisors, Llc / Nc
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First Heartland Consultants, Inc.
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Financial Advocates Investment Management
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New Age Alpha Advisors, LLC
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Bensler, LLC
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LPL Financial LLC
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Delta Investment Management, LLC
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Peterson Wealth Advisors, LLC
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CFS Investment Advisory Services, LLC
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Foundation Wealth Management, LLC
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Gateway Wealth Partners, LLC
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|
Bank of New York Mellon Corp
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|
Fifth Third Securities, Inc.
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|
Rockefeller Capital Management L.P.
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Perigon Wealth Management, LLC
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|
Independence Bank of Kentucky
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Ieq Capital, Llc
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NorthRock Partners, LLC
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TAGStone Capital, Inc.
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Stephenson National Bank & Trust
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Stephens Inc /ar/
|
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|
|
Signature Estate & Investment Advisors Llc
|
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|
|
|
|
Pacific Center for Financial Services
|
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|
|
|
|
Green Harvest Asset Management LLC
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Ritholtz Wealth Management
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AE Wealth Management LLC
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|
Focus Financial Network, Inc.
|
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|
First Hawaiian Bank
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Cranbrook Wealth Management, LLC
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|
|
Hanson & Doremus Investment Management
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|
|
|
|
Good Life Advisors, LLC
|
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|
|
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|
Trust Co Of Vermont
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|
Harbour Capital Advisors, LLC
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|
Kohmann Bosshard Financial Services, LLC
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Ntv Asset Management Llc
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Citizens Financial Group Inc/ri
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Stordahl Capital Management, Inc.
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|
Midland Wealth Advisors Llc
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BKM Wealth Management, LLC
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|
Synovus Financial Corp
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|
Atlas Brown,Inc.
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|
|
IHT Wealth Management, LLC
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|
Garrison Point Advisors, Llc
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|
|
Waldron Private Wealth LLC
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|
|
|
|
Kings Path Partners LLC
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|
|
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|
MKT Advisors LLC
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|
GeoWealth Management, LLC
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|
Corsair Capital Management, L.p.
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|
Cardiff Park Advisors, Llc
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|
Ameriprise Financial Inc
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|
|
|
|
Guidance Point Advisors, LLC
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|
|
|
|
Courier Capital Llc
|
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|
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|
|
Sigma Investment Counselors Inc
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|
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|
|
EPG Wealth Management LLC
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|
|
|
|
TFG Advisers LLC
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|
|
|
|
Ameritas Advisory Services, LLC
|
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|
|
|
|
Fidelis Capital Partners, LLC
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|
United Community Bank
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|
SOA Wealth Advisors, LLC.
|
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|
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|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
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|
|
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|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Benchmark Wealth Management, LLC
|
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|
|
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|
Bank Of Stockton
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|
Warren Averett Asset Management, LLC
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|
|
|
Old National Bancorp /in/
|
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|
|
|
|
Kestra Private Wealth Services, Llc
|
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|
|
|
|
Larson Financial Group LLC
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|
Burkett Financial Services, Llc
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|
Richards, Merrill & Peterson, Inc.
|
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|
|
|
|
Arcadia Investment Advisors Llc
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Joel Isaacson & Co., LLC
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|
|
|
Stephens Consulting, LLC
|
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|
|
|
|
Neumann Capital Management, LLC
|
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|
|
|
|
Circle Wealth Management, LLC
|
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|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Founders Capital Management
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|
|
|
|
GPS Wealth Strategies Group, LLC
|
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|
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|
Chapin Davis, Inc.
|
|
|
|
|
|
Tompkins Financial Corp
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|
|
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|
C2C Wealth Management, LLC
|
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|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Milestone Investment Advisors LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
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|
|
|
|
Noble Wealth Management PBC
|
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|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Salem Investment Counselors Inc
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|
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|
Kingsview Wealth Management, LLC
|
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|
|
Pinnacle Bancorp, Inc.
|
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|
|
|
|
Guerra Pan Advisors, Llc
|
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|
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|
|
Fiduciary Alliance LLC
|
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|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
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|
|
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|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
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|
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|
Octavia Wealth Advisors, LLC
|
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|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
S.A. Mason LLC
|
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|
Bank of Jackson Hole Trust
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|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Geometric Wealth Advisors
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|
Front Row Advisors LLC
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|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
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|
Sunpointe, LLC
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|
Prospera Financial Services Inc
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|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
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|
|
Whittier Trust Co
|
|
|
|
|
|
SJA Financial Advisory, LLC
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|
|
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|
Northwestern Mutual Wealth Management Co
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|
Ameriflex Group, Inc.
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
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Rialto Wealth Management, LLC
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|
|
Hilltop Holdings Inc.
|
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|
|
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|
Eagle Bay Advisors LLC
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|
Aufman Associates Inc
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|
Capital Analysts, Inc.
|
|
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|
Legacy Private Trust Co.
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Royal Fund Management, LLC
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|
Corundum Group, Inc.
|
|
|
|
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|
Sagespring Wealth Partners, Llc
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|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Running Point Capital Advisors, LLC
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|
|
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|
Wealth Enhancement Advisory Services, Llc
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|
|
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|
Integrated Investment Consultants, LLC
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|
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|
Glass Jacobson Investment Advisors llc
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|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
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|
|
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|
Klingman & Associates, LLC
|
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|
First Horizon Advisors, Inc.
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|
Goldman Sachs Group Inc
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|
Radnor Capital Management, LLC
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|
Goelzer Investment Management, Inc.
|
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|
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|
Dentgroup LLC
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|
|
|
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|
Relyea Zuckerberg Hanson LLC
|
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|
|
|
|
Trust Co
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
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Mayflower Financial Advisors, LLC
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Institute for Wealth Management, LLC.
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M1 Capital Management LLC
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JTC Employer Solutions Trusteee Ltd
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Corundum Trust Company, INC
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IMS Capital Management
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Westside Investment Management, Inc.
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Sunbelt Securities, Inc.
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Huntington National Bank
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Mill Creek Capital Advisors, LLC
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Kcm Investment Advisors Llc
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VSM Wealth Advisory, LLC
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Mather Group, Llc.
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Vicus Capital
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Carl P. Sherr & Co., LLC
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Ancora Advisors, LLC
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Oak Harbor Wealth Partners, Llc
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YHB Investment Advisors, Inc.
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Renasant Bank
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Smith & Howard Wealth Management, LLC
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Kestra Advisory Services, LLC
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Anb Bank
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Parkside Financial Bank & Trust
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Pin Oak Investment Advisors Inc
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Finley Financial, LLC
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BRYN MAWR TRUST Co
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Graypoint LLC
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Steward Partners Investment Advisory, Llc
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Lbmc Investment Advisors, Llc
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Cetera Investment Advisers
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CENTRAL TRUST Co
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Advisor Group Holdings, Inc.
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Financial Life Planners
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Trust Co Of Toledo Na /oh/
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Brinker Capital Investments, LLC
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N.E.W. Advisory Services LLC
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Lido Advisors, LLC
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Blair William & Co/il
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Cobblestone Capital Advisors Llc /ny/
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Sage Financial Group Inc
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CoreFirst Bank & Trust
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Sequoia Financial Advisors, LLC
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Ally Invest Advisors Inc.
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Crescent Grove Advisors, LLC
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KPP Advisory Services LLC
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Quaker Wealth Management, LLC
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Meridian Investment Counsel Inc.
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Principal Securities, Inc.
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Holistic Planning, LLC
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Country Club Bank /gfn
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Greenleaf Trust
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Bear Mountain Capital, Inc.
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BlueChip Wealth Advisors LLC
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American Trust
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Matthew Goff Investment Advisor, LLC
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Greenup Street Wealth Management Llc
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Legacy Bridge, LLC
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VeraBank, N.A.
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Duncker Streett & Co Inc
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Advisors Management Group Inc /adv
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Wells Fargo & Company/mn
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Koss-Olinger Consulting, LLC
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Foundations Investment Advisors, LLC
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Financial Perspectives, Inc
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Archer Investment Corp
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Benjamin Edwards Inc
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Net Worth Advisory Group
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American Financial & Tax Strategies Inc
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Moneywise, Inc.
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Allworth Financial LP
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AlTi Global, Inc.
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Oxford Financial Group Ltd
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Independent Wealth Network Inc.
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Cape Investment Advisory, Inc.
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Emerald Investment Partners, Llc
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Hidden Cove Wealth Management, LLC
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Meridian Financial, LLC
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Thoroughbred Financial Services, Llc
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Modera Wealth Management, LLC
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Farmers National Bank
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Northwest Capital Management Inc
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Brown Advisory Inc
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Bennett Selby Investments Lp
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Stenger Family Office, LLC
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Comprehensive Financial Planning, Inc./PA
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Aft, Forsyth & Company, Inc.
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Hsbc Holdings Plc
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Garde Capital, Inc.
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AMG National Trust Bank
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Linscomb & Williams, Inc.
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Breakwater Capital Group
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Financial Connections Group, Inc.
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Mercer Global Advisors Inc /adv
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Jackson, Grant Investment Advisers, Inc.
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Outlook Wealth Advisors, LLC
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Savant Capital, LLC
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Washington Trust Bank
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Mission Wealth Management, Lp
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Bay Capital Advisors, LLC
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Global Retirement Partners, LLC
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StoneX Group Inc.
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International Assets Investment Management, Llc
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Perfromance Wealth Partners, LLC
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Cambridge Investment Research Advisors, Inc.
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LaFleur & Godfrey LLC
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Colonial Trust Advisors
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Griffin Asset Management, Inc.
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Horizon Wealth Management, LLC
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Advisory Services Network, LLC
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First Citizens Bank & Trust Co
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Fee-Only Financial Planning, L.C.
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Huntleigh Advisors, Inc.
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Capital A Wealth Management, LLC
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Maltin Wealth Management, Inc.
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Wsfs Capital Management, Llc
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Allium Financial Advisors, Llc
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Darrow Company, Inc.
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Annis Gardner Whiting Capital Advisors, LLC
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626 Financial, LLC
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Cwm, Llc
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Rsm Us Wealth Management Llc
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Hughes Financial Services, LLC
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Horizon Family Wealth, Inc.
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Strategies Wealth Advisors, LLC
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Sigma Planning Corp
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Kentucky Trust Co
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JNBA Financial Advisors
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Rodgers & Associates, LTD
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Merit Financial Group, LLC
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Pallas Capital Advisors LLC
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Financial Engines Advisors L.L.C.
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Marquette Associates, Inc.
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FSA Wealth Management LLC
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Glen Eagle Advisors, LLC
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ProVise Management Group, LLC
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Wellspring Financial Advisors, LLC
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Register Financial Advisors LLC
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Moors & Cabot, Inc.
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Chung Wu Investment Group, LLC
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RKL Wealth Management LLC
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Mosaic Family Wealth Partners, Llc
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Leavell Investment Management, Inc.
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Kmg Fiduciary Partners, Llc
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Evergreen Capital Management Llc
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Heritage Investors Management Corp
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Main Management LLC
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Glenmede Investment Management, LP
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Congress Asset Management Co /ma
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All Terrain Financial Advisors, LLC
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Trail Ridge Investment Advisors, LLC
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Citizens National Bank Trust Department
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Main Street Group, LTD
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Vanguard Group Inc
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Mezzasalma Advisors, LLC
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Fmr Llc
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Intergy Private Wealth, LLC
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Gladstone Institutional Advisory LLC
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Modern Wealth Management, LLC
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Rps Advisory Solutions Llc
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Jfs Wealth Advisors, Llc
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West Bancorporation Inc
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Flaharty Asset Management, LLC
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Winthrop Capital Management, LLC
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Granite Bay Wealth Management, LLC
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Texas Bank & Trust Co
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BOK Financial Private Wealth, Inc.
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Bonfire Financial
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RMG Wealth Management LLC
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First City Capital Management, Inc.
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Highview Capital Management LLC/DE/
|
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SOL Capital Management CO
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|
Raymond James Financial Inc
|
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|
Fiduciary Trust Co
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|
Rehmann Capital Advisory Group
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|
UBS Group AG
|
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|
Insight Inv LLC
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|
Hemington Wealth Management
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|
Independent Investors Inc
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IFG Advisory, LLC
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Mattern Wealth Management LLC
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|
Argent Trust Co
|
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|
|
|
|
SYM FINANCIAL Corp
|
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|
|
|
|
21 West Wealth Management LLC
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
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|
|
|
|
Bremer Bank National Association
|
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|
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|
|
Fulton Bank, N.a.
|
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|
|
|
|
Mechanics Bank Trust Department
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|
|
CRA Financial Services, LLC
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|
|
Fulton Breakefield Broenniman Llc
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|
|
Vertex Planning Partners, LLC
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|
|
|
Stratos Wealth Advisors, LLC
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|
|
Jacobi Capital Management LLC
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Segment Wealth Management, LLC
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River Street Advisors LLC
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Tradewinds, LLC.
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Vestmark Advisory Solutions, Inc.
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Founders Grove Wealth Partners, Llc
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Massmutual Trust Co Fsb/adv
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|
|
|
|
First Citizens Financial Corp
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|
|
|
|
Centerpoint Advisors, LLC
|
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|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Haverford Trust Co
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|
|
|
|
Hm Payson & Co
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|
|
|
|
Rise Advisors, LLC
|
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|
|
|
|
GWM Advisors LLC
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|
|
Smartleaf Asset Management LLC
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|
|
Wolff Wiese Magana Llc
|
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|
|
|
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Transcendent Capital Group LLC
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|
|
Strategic Wealth Partners, Ltd.
|
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|
|
|
|
Adviser Investments LLC
|
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|
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|
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High Note Wealth, LLC
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|
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|
|
Ruggaard & Associates LLC
|
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|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
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|
|
|
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Insight Advisors, LLC/ PA
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Meridian Wealth Management, LLC
|
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Equitable Holdings, Inc.
|
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|
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|
|
Belpointe Asset Management LLC
|
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|
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|
Petra Financial Advisors Inc
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
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|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Heritage Trust Co
|
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|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
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|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
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|
Ifrah Financial Services, Inc.
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Codex Capital Asset Management L.L.C.
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Mv Capital Management, Inc.
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MidAtlantic Capital Management, Inc.
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MJT & Associates Financial Advisory Group, Inc.
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|
Keel Point, LLC
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Csenge Advisory Group
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|
Financial Advisory Service, Inc.
|
|
|
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|
Charter Trust Co
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
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|
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|
|
Atlantic Trust, LLC
|
|
|
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|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
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|
Colony Group, LLC
|
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|
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|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Friday Financial
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Stanich Group LLC
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
