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TruWealth Advisors, LLC
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Magnolia Capital Advisors Llc
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Haverford Trust Co
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Vanguard Group Inc
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Pinnacle Associates Ltd
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Asset Dedication, LLC
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Stratos Wealth Partners, LTD.
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Covestor Ltd
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Weik Capital Management
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Scott Capital Advisors, LLC
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RIA Advisory Group LLC
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Principle Wealth Partners Llc
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Whitener Capital Management, Inc.
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Salomon & Ludwin, LLC
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Leisure Capital Management
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Investment Partners Asset Management, Inc.
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Cahaba Wealth Management, Inc.
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Sovran Advisors, LLC
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Juncture Wealth Strategies, Llc
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Warner Financial, Inc
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Tortoise Investment Management, LLC
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Core Wealth Advisors, Inc.
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Walter & Keenan Financial Consulting Co /mi/ /adv
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Aqr Capital Management Llc
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GHP Investment Advisors, Inc.
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Oppenheimer & Co Inc
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Courage Miller Partners, LLC
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Walled Lake Planning & Wealth Management, Llc
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Sarver Vrooman Wealth Advisors
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Mercer Global Advisors Inc /adv
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Charis Legacy Partners, LLC
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Signal Advisors Wealth, LLC
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Journey Beyond Wealth, LLC
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LaSalle St. Investment Advisors, LLC
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HBK Sorce Advisory LLC
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Financial Gravity Companies, Inc.
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Game Plan Financial Advisors, LLC
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Castle Wealth Management Llc
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Astoria Portfolio Advisors LLC.
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Rosenberg Matthew Hamilton
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Cyr Financial Inc.
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AlphaCore Capital LLC
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Hofer & Associates. Inc
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Kayne Anderson Rudnick Investment Management Llc
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C M Bidwell & Associates Ltd
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Bank Of America Corp /de/
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International Private Wealth Advisors LLC
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Financial Guidance Group, Inc.
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J2 Capital Management Inc
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Commonwealth Financial Services, LLC
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Quantinno Capital Management LP
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Allie Family Office LLC
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Peachtree Investment Partners, LLC
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Waterfront Wealth Inc.
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BlueStem Wealth Partners, LLC
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Milestone Asset Management Group, LLC
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RFG Advisory, LLC
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Element Wealth, LLC
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Insight Wealth Partners, LLC
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JNBA Financial Advisors
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Baker Ellis Asset Management LLC
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Beaumont Financial Advisors, LLC
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Snowden Capital Advisors LLC
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Diametric Capital, LP
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Reyes Financial Architecture, Inc.
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Transcend Wealth Collective, Llc
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Perritt Capital Management Inc
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Mather Group, Llc.
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Scotia Capital Inc.
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Hrt Financial Lp
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Bordeaux Wealth Advisors LLC
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Schrum Private Wealth Management LLC
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Bessemer Group Inc
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Cresset Asset Management, LLC
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Allworth Financial LP
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LOM Asset Management Ltd
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Whelan Financial
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Tenon Financial LLC
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Wealth Management Resources, Inc.
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Second Line Capital, LLC
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Meridian Wealth Partners, LLC
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Clarkston Capital Partners, LLC
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Cutler Investment Counsel Llc
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Winnow Wealth Llc
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JustInvest LLC
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IFS Advisors, LLC
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Financial Synergies Wealth Advisors, Inc.
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United Advisor Group, LLC
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Dakota Wealth Management
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Old National Bancorp /in/
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Newman Dignan & Sheerar, Inc.
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Howard Financial Services, Ltd.
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PKS Advisory Services, LLC
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Sage Financial Management Group, Inc.
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Ptm Wealth Management, Llc
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Blue Barn Wealth, LLC
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Total Wealth Planning, Llc
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Viawealth, Llc
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Centric Wealth Management
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Forum Financial Management, LP
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Atlas Wealth Partners, LLC
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Waller Financial Planning Group, Inc
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Fmr Llc
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Beacon Financial Advisory LLC
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New Insight Wealth Advisors
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Cerity Partners LLC
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Legacy Wealth Managment, LLC/ID
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Signal Tree Financial Partners Llc
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Barnes Pettey Financial Advisors, Llc
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First National Corp /ma/ /adv
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Citigroup Inc
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Miramar Capital, LLC
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Conservest Capital Advisors, Inc.
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Cooper Financial Group
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Marco Investment Management Llc
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Channel Wealth Llc
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Integrated Advisors Network LLC
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Zhang Financial LLC
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Sheaff Brock Investment Advisors, LLC
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Vaughan Nelson Investment Management, L.p.
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Comerica Bank
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Quadrant Private Wealth Management, LLC
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Global Wealth Management, LLC
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Fountainhead AM, LLC
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West Financial Advisors, LLC
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Wiley Bros.-aintree Capital, Llc
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Us Bancorp \de\
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Proathlete Wealth Management Llc
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Cary Street Partner Investment Advisory Llc
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Capital Investment Advisors, LLC
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Note Advisors, LLC
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Keeler & Nadler Financial Planning & Wealth Management
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Plan Group Financial, LLC
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Clay Northam Wealth Management, LLC
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Beacon Capital Management, LLC
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Lantern Wealth Advisors, LLC
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Papp L Roy & Associates
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Planned Solutions, Inc.
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Wit, Llc
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Andrews, Lucia Wealth Management Llc
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Investmark Advisory Group LLC
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Assetmark, Inc
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Concord Asset Management, LLC/VA
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Access Financial Services, Inc.
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Kestra Investment Management, LLC
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Western Wealth Management, LLC
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Crescent Sterling, Ltd.
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Prospera Financial Services Inc
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Tower Research Capital LLC (TRC)
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Chapin Davis, Inc.
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Texas Yale Capital Corp.
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ProVise Management Group, LLC
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Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares
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Steele Capital Management, Inc.
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Triton Wealth Management, PLLC
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Midwest Capital Advisors, LLC
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Squarepoint Ops LLC
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Castle Rock Wealth Management, LLC
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Alliance Wealth Management Group
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Cresta Advisors, Ltd.
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Prime Capital Investment Advisors, LLC
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Smart Money Group LLC
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PDS Planning, Inc
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IAG Wealth Partners, LLC
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Rehmann Capital Advisory Group
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DAVENPORT & Co LLC
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N.E.W. Advisory Services LLC
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Elevate Wealth Advisory, Inc
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Retirement Planning Group
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Holos Integrated Wealth LLC
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American Capital Advisory, LLC
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Olympus Wealth Management, Llc
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Kellett Schaffner Wealth Advisors LLC
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Vista Wealth Management Group, LLC
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Latko Wealth Management, Ltd.
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Empire Financial Management Company, LLC
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Capital A Wealth Management, LLC
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One Day In July LLC
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BOK Financial Private Wealth, Inc.
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Tanglewood Wealth Management, Inc.
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WFA of San Diego, LLC
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Coldstream Capital Management Inc
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Matrix Asset Advisors Inc/ny
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Financial Partners Group, Inc
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USAdvisors Wealth Management, LLC
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Bailard, Inc.
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Covington Investment Advisors Inc.
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Valicenti Advisory Services Inc
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Hengehold Capital Management Llc
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Jpmorgan Chase & Co
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Sunesis Advisors, LLC
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MJT & Associates Financial Advisory Group, Inc.
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Integral Investment Advisors, Inc.
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Root Financial Partners, LLC
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Great Waters Wealth Management
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Mesirow Financial Investment Management, Inc.
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Janney Capital Management LLC
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Cornerstone Planning Group LLC
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Centerpoint Advisors, LLC
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Lansing Street Advisors
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Strategic Wealth Partners, Ltd.
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Michels Family Financial, LLC
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International Assets Investment Management, Llc
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Delta Financial Group, Inc.
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Wells Fargo & Company/mn
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Sage Capital Advisors,llc
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Hm Payson & Co
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High Net Worth Advisory Group LLC
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Beacon Pointe Advisors, LLC
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Austin Private Wealth, LLC
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Tenret Co LLC
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McElhenny Sheffield Capital Management, LLC
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Pinkerton Retirement Specialists, LLC
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Harbor Advisory Corp /ma/
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TFB Advisors LLC
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Horizon Investments, LLC
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Commerce Bank
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Moloney Securities Asset Management, LLC
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Heritage Trust Co
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Calamos Wealth Management LLC
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Citrine Capital LLC
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Benchmark Wealth Management, LLC
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Heritage Wealth Architects, Inc.
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Buckingham Strategic Partners
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Apollon Wealth Management, LLC
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Revisor Wealth Management LLC
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Joseph Group Capital Management
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Claro Advisors LLC
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WESPAC Advisors SoCal, LLC
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Grantvest Financial Group LLC
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Lakeshore Financial Planning, Inc.
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Blue Capital, Inc.
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Fairway Wealth LLC
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Truvestments Capital Llc
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FF Advisors,LLC
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Legacy Capital Wealth Partners, LLC
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Code Waechter LLC
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Federation des caisses Desjardins du Quebec
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Joel Isaacson & Co., LLC
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Royal Bank Of Canada
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Muirfield Wealth Advisors Llc
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Capital Advantage, Inc.
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Noesis Capital Mangement Corp
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Fairfield Financial Advisors, LTD
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PCA Investment Advisory Services Inc.
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Scott Marsh Financial, LLC
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Sentinel Pension Advisors Inc
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Neuberger Berman Group LLC
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Prospera Capital Management, LLC
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Lindbrook Capital, Llc
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Delap Wealth Advisory, Llc
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HBW Advisory Services LLC
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Carret Asset Management, Llc
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Summit Financial, LLC
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Founders Financial Alliance, LLC
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MOKAN Wealth Management Inc.
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Transce3nd, LLC
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Caldwell Securities, Inc
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Samalin Investment Counsel, LLC
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Firestone Capital Management
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Phil A. Younker & Associates, Ltd.
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NCM Capital Management, LLC
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EagleClaw Capital Managment, LLC
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Financial Advisors Network, Inc.
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MONECO Advisors, LLC
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Private Wealth Asset Management, LLC
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Oak Harbor Wealth Partners, Llc
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Argus Investors' Counsel, Inc.
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Hudock, Inc.
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Parkside Financial Bank & Trust
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waypoint wealth counsel
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FSM Wealth Advisors, LLC
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Jfs Wealth Advisors, Llc
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Independent Advisor Alliance
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JPL Wealth Management, LLC
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Quadcap Wealth Management, LLC
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J.w. Cole Advisors, Inc.
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Valmark Advisers, Inc.
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Prosperity Wealth Management, Inc.
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BCGM Wealth Management, LLC
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UMA Financial Services, Inc.
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Investment Research & Advisory Group, Inc.
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Chicago Partners Investment Group LLC
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SNS Financial Group, LLC
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Synergy Financial Group, LTD
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Keener Financial Planning LLC
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IFG Advisory, LLC
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Verdence Capital Advisors LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Cape Cod Five Cents Savings Bank
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MSH Capital Advisors LLC
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Victory Financial Group, Llc
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SageView Advisory Group, LLC
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Cheviot Value Management, LLC
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D.B. Root & Company, LLC
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Talisman Wealth Advisors LLC
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Madden Advisory Services, Inc.
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Walker Financial Services, Inc.
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Next Capital Management LLC
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Cowa, Llc
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ETF Store, Inc.
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Round Rock Advisors, LLC
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Perigon Wealth Management, LLC
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Kingstone Capital Partners Texas, LLC
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Fourth Dimension Wealth, LLC
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Principia Wealth Advisory, LLC
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Triangle Securities Wealth Management
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Peoples Bank /oh
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Ethos Financial Group, LLC
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Register Financial Advisors LLC
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Garden State Investment Advisory Services LLC
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Mission Hills Financial Advisory, LLC
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Continuum Advisory, LLC
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Toth Financial Advisory Corp
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Blue Sky Capital Consultants Group, Inc.
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Leelyn Smith, LLC
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Versant Capital Management, Inc
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Two Sigma Securities, Llc
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Guardian Wealth Management, Inc.
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Finer Wealth Management, Inc.
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Windsor Advisory Group, LLC
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Sowell Financial Services LLC
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Van Cleef Asset Management,Inc
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Financial Advisors, LLC
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Wilkins Miller Wealth Management, LLC
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CHB Investment Group, LLC
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D. E. Shaw & Co., Inc.
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Heritage Oak Wealth Advisors Llc
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SpringVest Wealth Management LLC
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Provident Wealth Management, LLC
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Wealthcare Advisory Partners LLC
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Maryland Capital Advisors Inc.
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Huntington National Bank
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Boston Private Wealth Llc
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Insight Advisors, LLC/ PA
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Titleist Asset Management, Llc
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Quartz Partners, LLC
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Wisconsin Wealth Advisors, LLC
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Summit Wealth Group Llc / Co
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Advisor Group Holdings, Inc.
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Ronald Blue Trust, Inc.
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Guardian Wealth Advisors, Llc / Nc
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Sendero Wealth Management, LLC
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Clune & Associates, Ltd.
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Pathstone Holdings, LLC
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Christensen, King & Associates Investment Services, Inc.
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Peak Financial Management, Inc.
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White Lighthouse Investment Management Inc.
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Ccg Wealth Management, Llc
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Arkansas Financial Group, Inc.
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Pine Harbor Wealth Management, LLC
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Baldwin Investment Management, LLC
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Trilogy Capital Inc.
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Safe Harbor Fiduciary, LLC
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YANKCOM Partnership
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Inlight Wealth Management, LLC
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Orgel Wealth Management, LLC
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Sei Investments Co
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TD Waterhouse Canada Inc.
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Stone Point Wealth LLC
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Strategic Advocates LLC
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Putnam Fl Investment Management Co
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Spire Wealth Management
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Orion Capital Management LLC
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Generation Capital Management LLC
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CacheTech Inc.
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Ahl Investment Management, Inc.
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Exchange Traded Concepts, Llc
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Goepper Burkhardt LLC
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Brasada Capital Management, Lp
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LifePlan Financial, LLC
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Ted Buchan & Co
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North Star Asset Management Inc
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Bangor Savings Bank
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Wealth Preservation Advisors, LLC
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Visionary Wealth Advisors
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Kozak & Associates, Inc.
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IHT Wealth Management, LLC
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Mowery & Schoenfeld Wealth Management, LLC
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Janney Montgomery Scott LLC
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Chokshi & Queen Wealth Advisors, Inc
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Eq Wealth Advisors, Llc
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Prosperitas Financial LLC
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Leeward Financial Partners, LLC
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Kmg Fiduciary Partners, Llc
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Gradient Capital Advisors, LLC
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Foresight Capital Management Advisors, Inc.
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Future Financial Wealth Managment LLC
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Guyasuta Investment Advisors Inc
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Halbert Hargrove Global Advisors, Llc
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McAlister, Sweet & Associates, Inc.
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Hamel Associates, Inc.
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Wealth Alliance Advisory Group, LLC
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Robertson Stephens Wealth Management, LLC
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Global Financial Private Client, LLC
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Keystone Financial Group, Inc.
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Dynamic Advisor Solutions LLC
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Krilogy Financial LLC
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Fifth Third Wealth Advisors LLC
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Seacrest Wealth Management, Llc
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OMNI 360 Wealth, Inc.
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Dominguez Wealth Management Solutions, Inc.
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Narwhal Capital Management
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Wealth Architects, LLC
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Ulland Investment Advisors, LLC
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Fusion Capital, LLC
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Woodside Wealth Management LLC
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Axis Wealth Partners, LLC
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Transform Wealth, LLC
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Bedel Financial Consulting, Inc.
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Equitable Holdings, Inc.
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Transatlantique Private Wealth Llc
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Harmony Asset Management Llc
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Wedbush Securities Inc
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Annex Advisory Services, LLC
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CI Private Wealth, LLC
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Painted Porch Advisors LLC
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Optima Capital Llc
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TD Capital Management LLC
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Operose Advisors LLC
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AssuredPartners Investment Advisors, LLC
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Private Advisory Group LLC
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Landaas & Co /wi /adv
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Colonial Trust Co / SC
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Delta Investment Management, LLC
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Northeast Financial Group, Inc.
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Red Mountain Financial, LLC
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Centricity Wealth Management, LLC
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Cardiff Park Advisors, Llc
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Bellevue Asset Management, Llc
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Broadleaf Partners, LLC
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Adapt Wealth Advisors, Llc
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Costello Asset Management, INC
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Pacific Wealth Strategies Group, Inc.
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Integrity Alliance, Llc.
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Precedent Wealth Partners, Llc
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Commonwealth Retirement Investments LLC
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Activest Wealth Management
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Garde Capital, Inc.
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Obermeyer Wood Investment Counsel, Lllp
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Fisher Asset Management, LLC
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Captrust Financial Advisors
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Glenmede Investment Management, LP
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RVW Wealth, LLC
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Belpointe Asset Management LLC
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Ironwood Financial, llc
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Money Concepts Capital Corp
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Pacific Capital Wealth Advisors, Inc
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CapWealth Advisors, LLC
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Walkner Condon Financial Advisors LLC
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Kcm Investment Advisors Llc
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Tudor Investment Corp Et Al
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Pasadena Private Wealth, LLC
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Rench Wealth Management, Inc.
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Ieq Capital, Llc
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Financial Partners Group, LLC
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Manchester Capital Management LLC
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CENTRAL TRUST Co
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Vermillion & White Wealth Management Group, LLC
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FRG Family Wealth Advisors LLC
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Brookwood Investment Group LLC
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DYTA - RBB FUND, INC. - SGI Dynamic Tactical ETF
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Wealthspan Partners, Llc
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AMG National Trust Bank
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Wealthgarden F.s. Llc
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EverSource Wealth Advisors, LLC
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Aspect Partners, LLC
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Palisades Hudson Asset Management, L.P.
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Clear Point Advisors Inc.
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CRA Financial Services, LLC
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ZynergyRetirementPlanningLLC
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V. M. Manning & Co., Inc.
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BSW Wealth Partners
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Accordant Advisory Group Inc
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Apriem Advisors
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Synovus Financial Corp
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Fiduciary Financial Group, Llc
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Clientfirst Wealth Management, LLC
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GWM Advisors LLC
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Evanson Asset Management, LLC
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Richards, Merrill & Peterson, Inc.
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Zullo Investment Group, Inc.
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St. Johns Investment Management Company, LLC
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Armor Investment Advisors, LLC
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Capital Advisory Group Advisory Services, LLC
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Capital Asset Advisory Services LLC
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FLC Capital Advisors
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Kraft, Davis & Associates, LLC
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Milestone Asset Management, Llc
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American Alpha Advisors, LLC
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Valeo Financial Advisors, LLC
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Smartleaf Asset Management LLC
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Wealthspire Advisors, LLC
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Summit Wealth & Retirement Planning, Inc.
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Baker Tilly Financial, Llc
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Cornerstone Wealth Group, LLC
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Global Retirement Partners, LLC
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Ellis Investment Partners, LLC
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Mutual Advisors, LLC
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Compass Ion Advisors, LLC
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Prospect Financial Services LLC
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Biltmore Family Office, LLC
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Patton Albertson Miller Group, Llc
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Elevation Capital Advisory, LLC
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Topsail Wealth Management, LLC
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Savant Capital, LLC
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Paradigm Financial Partners, Llc
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Diversify Advisory Services, LLC
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Vigilare Wealth Management
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17 Capital Partners, Llc
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Capital Management Associates, Inc
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Squire Investment Management Company, LLC
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Advance Capital Management, Inc.
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Sumitomo Mitsui Trust Holdings, Inc.
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Olistico Wealth, LLC
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Alerus Financial Na
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Foundations Investment Advisors, LLC
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Webster Bank, N. A.
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Investment Advisory Services Inc /tx /adv
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Andina Capital Management, LLC
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Betterment LLC
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Silver Coast Investments LLC
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Sensible Money, LLC
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Cobblestone Capital Advisors Llc /ny/
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Newbridge Financial Services Group, Inc.
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Albion Financial Group /ut
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Hantz Financial Services, Inc.
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Pnc Financial Services Group, Inc.
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Drucker Wealth 3.0, LLC
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Td Private Client Wealth Llc
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Woodward Diversified Capital, Llc
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BKA Wealth Consulting, Inc.
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Cape Investment Advisory, Inc.
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Archer Investment Corp
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Enclave Advisors LLC
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Modera Wealth Management, LLC
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Nova Wealth Management, Inc.
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10Elms LLP
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Cullen/frost Bankers, Inc.
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Blue Bell Private Wealth Management, Llc
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Hughes Financial Services, LLC
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Cornerstone Wealth Management, LLC
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Vermillion Wealth Management, Inc.
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Sims Investment Management, Llc
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Wealth Alliance
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Birchbrook, Inc.
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First Financial Group Corp
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Prepared Retirement Institute LLC
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Lion Street Advisors, LLC
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SWS Partners
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Duncan Williams Asset Management, LLC
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Wesbanco Bank Inc
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Full Sail Capital, LLC
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HighMark Wealth Management LLC
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Alley Investment Management Company, LLC
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Weitzel Financial Services, Inc.
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Wbh Advisory Inc
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Goldstone Financial Group, LLC
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Gwn Securities Inc.
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Evermay Wealth Management Llc
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Minot DeBlois Advisors LLC
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General Partner, Inc.
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1st Source Bank
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Lynch & Associates/in
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Strategic Wealth Designers
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Johnson Bixby & Associates, LLC
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Welch Group, LLC
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Midwest Trust Co
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Camden National Bank
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Indiana Trust & Investment Management CO
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Lighthouse Wealth Management Inc.
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Retirement Planning Group, Llc / Ny
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Compass Wealth Management, LLC/GA
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Thompson Investment Management, Inc.
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Central Pacific Bank - Trust Division
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Cwm, Llc
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Park Avenue Securities Llc
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Fairfield, Bush & Co.
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Private Client Services, Llc
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Capital Analysts, Inc.
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Creative Planning
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Perissos Private Wealth Management, LLC
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Cetera Investment Advisers
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Zacks Investment Management
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Litman Gregory Asset Management LLC
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Hilltop National Bank
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Bellwether Advisors, LLC
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Onyx Bridge Wealth Group LLC
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Davis R M Inc
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XTX Topco Ltd
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Clearview Wealth Advisors LLC
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Tidemark, LLC
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SWKRX - SCHWAB CAPITAL TRUST - Schwab Monthly Income Fund - Enhanced Payout
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WealthPLAN Partners, LLC
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Moors & Cabot, Inc.
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WPG Advisers, LLC
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Taylor, Cottrill, Erickson & Associates, Inc.
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Oxford Financial Group Ltd
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Magnus Financial Group LLC
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Northwest Quadrant Wealth Management, LLC
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United Bank
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Quotient Wealth Partners, LLC
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Eagle Capital Management, LLC
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Colony Group, LLC
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Larson Financial Group LLC
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First Manhattan Co
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Financial Network Wealth Advisors LLC
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Nbt Bank N A /ny
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Total Investment Management Inc
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Heritage Wealth Advisors
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Valley National Advisers Inc
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Bnp Paribas Arbitrage, Sa
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SOA Wealth Advisors, LLC.
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UNIVEST FINANCIAL Corp
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Aprio Wealth Management, LLC
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Parkworth Wealth Management, Inc.
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Thrivent Financial For Lutherans
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Eukles Asset Management
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Alpine Bank Wealth Management
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Mid-American Wealth Advisory Group, Inc.
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MainStreet Investment Advisors LLC
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Fiduciary Alliance LLC
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GSB Wealth Management, LLC
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Natixis Advisors, L.p.
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OLIO Financial Planning
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Galvin, Gaustad & Stein, LLC
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Barry Investment Advisors, LLC
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Holistic Planning, LLC
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Headinvest, Llc
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AE Wealth Management LLC
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Sheets Smith Wealth Management
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Darrow Company, Inc.
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HHM Wealth Advisors, LLC
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Ring Mountain Capital, LLC
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Moneta Group Investment Advisors Llc
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Csenge Advisory Group
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Omega Financial Group, LLC
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Kovack Advisors, Inc.
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Winch Advisory Services, LLC
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Global Assets Advisory, LLC
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GSG Advisors LLC
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Skyline Advisors, Inc.
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Graves-Light Private Wealth Management, Inc.
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Addison Advisors LLC
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DKM Wealth Management, Inc.
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Evolution Wealth Management Inc.
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Strategic Financial Concepts, LLC
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Jackson Hole Capital Partners, LLC
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Sanibel Captiva Trust Company, Inc.
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BLB&B Advisors, LLC
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Tradewinds, LLC.
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Capital Advisors, Ltd. LLC
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Waterloo Capital, L.P.
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National Wealth Management Group, LLC
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ULTRA SERIES FUND - Diversified Income Fund Class I
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Strategic Advisors LLC
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Colorado Capital Management, Inc.
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Sand Hill Global Advisors, LLC
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Silvia Mccoll Wealth Management, Llc
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Jackson Thornton Asset Management, Llc
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Patrick M Sweeney & Associates, Inc
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Verus Financial Partners, Inc.
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Diversified Enterprises, LLC
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Oldfather Financial Services, LLC
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1620 Investment Advisors, Inc.
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GPMIX - GPS Funds II - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares
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Intergy Private Wealth, LLC
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Kanawha Capital Management Llc
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OMC Financial Services LTD
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San Luis Wealth Advisors LLC
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Orcam Financial Group
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Hemington Wealth Management
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Merit Financial Group, LLC
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Argent Trust Co
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Frisch Financial Group, Inc.
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Centerpoint Advisory Group
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Builder Investment Group Inc /adv
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Mayfair Advisory Group, LLC
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Legacy Bridge, LLC
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RHS Financial, LLC
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Verum Partners LLC
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Benchmark Financial Wealth Advisors, LLC
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Oxbow Advisors, LLC
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Pensionmark Financial Group, Llc
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Summit Financial Wealth Advisors, LLC
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Golden State Wealth Management, LLC
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Millstone Evans Group, LLC
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MidAtlantic Capital Management, Inc.
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National Asset Management, Inc.
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Cubist Systematic Strategies, LLC
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AA Financial Advisors, LLC
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Sound View Wealth Advisors Group, LLC
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Lodestone Wealth Management LLC
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Paces Ferry Wealth Advisors, Llc
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GGM Financials LLC
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MBA Advisors LLC
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Fayez Sarofim & Co
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Loudon Investment Management, LLC
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Diversify Wealth Management, Llc
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Laraway Financial Inc
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First Command Advisory Services, Inc.
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Robinson Smith Wealth Advisors Llc
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Capital Advisors Inc/ok
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Global Strategic Investment Solutions, LLC
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HB Wealth Management, LLC
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Everest Management Corp.
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Carrera Capital Advisors
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Powers Advisory Group, LLC
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Latitude Advisors, LLC
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Myecfo, Llc
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CPR Investments Inc.
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Pathway Financial Advisers, LLC
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Glassman Wealth Services
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Keystone Financial Planning, Inc.
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Summit Global Investments
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Planning Alternatives Ltd /adv
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Adamsbrown Wealth Consultants Llc
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Atria Wealth Solutions, Inc.
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Parallel Advisors, LLC
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Cypress Capital, LLC
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Investment Counsel Co Of Nevada
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Syntegra Private Wealth Group, LLC
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Atlantic Trust, LLC
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D L Carlson Investment Group Inc
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Eastern Bank
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Charles Schwab Trust Co
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Armis Advisers, LLC
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Smith, Moore & Co.
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Silverlake Wealth Management Llc
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Atlantic Union Bankshares Corp
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Nbc Securities, Inc.
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Wade Financial Advisory, Inc
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Integrated Wealth Concepts LLC
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Sage Investment Counsel LLC
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Opes Wealth Management LLC
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Benjamin Edwards Inc
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Verus Capital Partners, Llc
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Level Wealth Management LLC
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Burns Matteson Capital Management, LLC
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Flagship Harbor Advisors, Llc
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First Pacific Financial
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Consolidated Portfolio Review Corp
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Merkkuri Wealth Advisors LLC
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Metropolitan Life Insurance Co/ny
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Advisors Capital Management, LLC
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IFP Advisors, Inc
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Next Level Wealth Planning, LLC
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Ignite Planners, LLC
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Sage Financial Group Inc
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Kestra Advisory Services, LLC
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Coastal Bridge Advisors, LLC
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Cypress Capital Advisors, LLC
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Wealth Effects Llc
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Cedar Wealth Management, LLC
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TPG Advisors LLC
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Virtus ETF Advisers LLC
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Independent Solutions Wealth Management, LLC
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Vident Advisory, LLC
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Empower Advisory Group, LLC
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Twin Tree Management, LP
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Great Valley Advisor Group, Inc.
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Westside Investment Management, Inc.
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Jones Financial Companies Lllp
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Park Edge Advisors, LLC
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First Merchants Corp
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Founders Capital Management
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Compass Financial Group, INC/SD
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Herold Advisors, Inc.
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Main Street Group, LTD
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Plancorp, LLC
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Axxcess Wealth Management, Llc
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Sax Wealth Advisors, Llc
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Global Wealth Strategies & Associates
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Kane Investment Management, Inc.
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Wealthfront Advisers Llc
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Bonfire Financial
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Ausdal Financial Partners, Inc.
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Bank Of Montreal /can/
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Sunbelt Securities, Inc.
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Brookstone Capital Management
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Forte Capital Llc /adv
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Presidio Capital Management, LLC
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Breakwater Investment Management
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First Wilshire Securities Management Inc
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Heirloom Wealth Management
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Kiley Juergens Wealth Management, Llc
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King Luther Capital Management Corp
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Tandem Investment Partners LLC
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Bernard Wealth Management Corp.
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New Millennium Group LLC
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Strategy Asset Managers Llc
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Ogorek Anthony Joseph /ny/ /adv
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Ambassador Advisors, LLC
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Acorn Financial Advisory Services Inc /adv
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Morris Financial Concepts, Inc.
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Kovitz Investment Group Partners, LLC
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Hallmark Capital Management Inc
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Hollencrest Capital Management
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Synergy Investment Management, LLC
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Brass Tax Wealth Management, Inc
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SJS Investment Consulting Inc.
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Barnett & Company, Inc.
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Clear Creek Financial Management, LLC
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Brooks, Moore & Associates, Inc.
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W Advisors, Llc
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Altus Wealth Group LLC
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Blue Rock Wealth Management LLC
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Collaborative Wealth Managment Inc.
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Fermata Advisors, LLC
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Alpha Omega Wealth Management LLC
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Chelsea Counsel Co
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Pflug Koory, LLC
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Ballast Advisors Llc
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Custos Family Office, LLC
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Resonant Capital Advisors, LLC
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Summit Asset Management, LLC
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Smart Portfolios, LLC
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Peregrine Asset Advisers, Inc.
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Thompson Davis & Co., Inc.
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Rather & Kittrell, Inc.
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Aegis Wealth Management LLC
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NovaPoint Capital, LLC
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Sepio Capital, LP
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WCG Wealth Advisors LLC
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Fifth Third Bancorp
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Murphy, Middleton, Hinkle & Parker, Inc.
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Signature Securities Group Corporation
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Planning Directions Inc
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Exeter Financial, LLC
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Anchor Investment Management, LLC
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Victrix Investment Advisors
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Eagle Rock Investment Company, Llc
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RMG Wealth Management LLC
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Emerald Investment Partners, Llc
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Invst, LLC
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Dagco, Inc.
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Bokf, Na
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Lcnb Corp
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Sandy Spring Bank
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Private Capital Management Llc
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Golden State Equity Partners
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BLVD Private Wealth, LLC
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MBL Wealth, LLC
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Old Port Advisors
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Oxinas Partners Wealth Management LLC
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Fiduciary Advisors, Inc.
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Lowe Brockenbrough & Co Inc
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Yelin Lapidot Holdings Management Ltd.
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Rockefeller Capital Management L.P.
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Advisory Resource Group
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Maripau Wealth Management Llc
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Keystone Financial Services, LLC
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Sittner & Nelson, Llc
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NewEdge Wealth, LLC
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Dunhill Financial, LLC
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Second Half Financial Partners, LLC
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Almanack Investment Partners, LLC.
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Fairview Capital Investment Management, Llc
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Signaturefd, Llc
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Warren Averett Asset Management, LLC
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Canvas Wealth Advisors, LLC
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Miracle Mile Advisors, LLC
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NFP Retirement, Inc.
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Equitable Trust Co
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Twin Peaks Wealth Advisors, LLC
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Vista Cima Wealth Management LLC
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Hendershot Investments Inc.
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Legacy Financial Strategies, LLC
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Strategic Financial Partners, Ltd.
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Kilter Group LLC
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Capasso Planning Partners LLC
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Asset Allocation & Management Company, LLC
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Cambridge Advisors Inc.
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Madison Asset Management, LLC
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New Republic Capital, LLC
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Mirae Asset Global Investments Co., Ltd.
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SWLRX - SCHWAB CAPITAL TRUST - Schwab Monthly Income Fund - Maximum Payout
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Boyd Watterson Asset Management Llc/oh
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Leading Edge Financial Planning LLC
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Thrive Wealth Management, LLC
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White Knight Strategic Wealth Advisors, LLC
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Bensler, LLC
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Avantax Planning Partners, Inc.
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Chapman Financial Group, Llc
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Woodmont Investment Counsel Llc
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Mezzasalma Advisors, LLC
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Commonwealth Equity Services, Llc
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Panoramic Investment Advisors, Llc
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CIBC Private Wealth Group, LLC
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Liberty Square Wealth Partners Llc
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Wealthstar Advisors, Llc
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Nations Financial Group Inc, /ia/ /adv
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Providence Capital Advisors, LLC
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Jaffetilchin Investment Partners, LLC
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Centaurus Financial, Inc.
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Decker Retirement Planning Inc.
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TrueWealth Advisors, LLC
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Glenmede Trust Co Na
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Regimen Wealth, Llc
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St Germain D J Co Inc
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Keybank National Association/oh
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Susquehanna International Group, Llp
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Avion Wealth
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Pacific Center for Financial Services
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PrairieView Partners, LLC
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Capital Planning LLC
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Brown Brothers Harriman & Co
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Silver Oak Wealth Advisors Services, Llc
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Private Wealth Management Group, LLC
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Skopos Labs, Inc.
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FC Advisory LLC
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Schonfeld Strategic Advisors LLC
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United Capital Financial Advisers, Llc
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Wolff Wiese Magana Llc
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North Star Investment Management Corp.
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Kestra Private Wealth Services, Llc
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One Charles Private Wealth Services, LLC
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LPL Financial LLC
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Hartland & Co., LLC
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Advisors Preferred, LLC
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Avalon Trust Co
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Moser Wealth Advisors, LLC
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Nadler Financial Group, Inc.
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Wolfstich Capital, LLC
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Meadow Creek Wealth Advisors Llc
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PFG Investments, LLC
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Old North State Wealth Management, LLC
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Cascade Financial Partners, LLC
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Eldridge Investment Advisors, Inc.
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Sumitomo Mitsui Financial Group, Inc.
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Souders Financial Advisors
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Youngs Advisory Group, Inc.
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American Trust
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Frederick Financial Consultants, LLC
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Meridian Financial, LLC
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Change Path, LLC
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Sightline Wealth Advisors, LLC
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Advisors Management Group Inc /adv
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Rothschild Investment Llc
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Citadel Advisors Llc
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Cathy Pareto & Associates, Inc
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Horizon Investment Services, LLC
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Wetherby Asset Management Inc
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Rainey & Randall Investment Management Inc.
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Joule Financial, LLC
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Palouse Capital Management, Inc.
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Keystone Financial Group
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Balentine LLC
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Hurley Capital, LLC
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Keudell/Morrison Wealth Management
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NWF Advisory Services Inc.
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Strategic Investment Solutions, Inc. /IL
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Hrc Wealth Management, Llc
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Avidian Wealth Solutions, LLC
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Maridea Wealth Management LLC
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BCS Wealth Management
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Williams Jones Wealth Management, LLC.
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Simplicity Wealth,LLC
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Resources Investment Advisors, LLC.
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Delta Asset Management Llc/tn
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Foster & Motley Inc
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Guardian Asset Advisors, LLC
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Martin Capital Partners, LLC
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Baker Avenue Asset Management, LP
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ORG Partners LLC
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Capital Square, LLC
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Nikulski Financial, Inc.
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WESPAC Advisors, LLC
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AlphaQ Advisors LLC
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Brown Wealth Management, Llc
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Pittenger & Anderson Inc
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Wealth Enhancement Advisory Services, Llc
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CWS Financial Advisors, LLC
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Mengis Capital Management, Inc.
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West Bancorporation Inc
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Northwestern Mutual Wealth Management Co
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Baird Financial Group, Inc.
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Plante Moran Financial Advisors, LLC
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Clifford Group, LLC
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Johnson & White Wealth Management, LLC
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Oakworth Capital, Inc.
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Auxano Advisors, LLC
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Sage Mountain Advisors LLC
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Towercrest Capital Management
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Townsquare Capital Llc
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Main Street Financial Solutions, LLC
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O'Connor Financial Group LLC
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Family Legacy Financial Solutions, LLC
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Traynor Capital Management, Inc.
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Montis Financial, LLC
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Private Trust Co Na
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Evolution Wealth Advisors, LLC
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Mach-1 Financial Group, Inc.
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Marcum Wealth, LLC
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U.S. Capital Wealth Advisors, LLC
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Cascade Wealth Advisors, Inc
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Donaldson Capital Management, Llc
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Fundamentun, Llc
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Asset Allocation Strategies LLC
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First Citizens Bank & Trust Co
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West Branch Capital LLC
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Security National Bank Of So Dak
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DHJJ Financial Advisors, Ltd.
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Clark Financial Services Group Inc /bd
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BCJ Capital Management, LLC
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Balboa Wealth Partners
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Proficio Capital Partners LLC
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Aptus Capital Advisors, LLC
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Columbia Advisory Partners Llc
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Strategies Wealth Advisors, LLC
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Stratos Wealth Advisors, LLC
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Modern Wealth Management, LLC
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Ameritas Advisory Services, LLC
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StoneX Group Inc.
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John W. Brooker & Co., CPAs
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Cooksen Wealth, LLC
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Hazlett, Burt & Watson, Inc.
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Badgley Phelps Wealth Managers, LLC
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Financial Sense Advisors, Inc.
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Tudor Financial Inc.
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Sfm, Llc
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Strategic Family Wealth Counselors, L.L.C.
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ForthRight Wealth Management, LLC
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Tradition Wealth Management, LLC
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Alteri Wealth LLC
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Wedmont Private Capital
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North Capital, Inc.
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Simon Quick Advisors, Llc
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Van Den Berg Management I, Inc
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Financial Management Professionals, Inc.
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Sunflower Bank, N.A.
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O'ROURKE & COMPANY, Inc
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Gw Henssler & Associates Ltd
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Weaver Consulting Group
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Oarsman Capital, Inc.
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LongView Wealth Management
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GAMMA Investing LLC
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Capital Market Strategies LLC
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Johnson Financial Group, Inc.
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Spreng Capital Management, Inc.
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Pandora Wealth, Inc.
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WealthCare Investment Partners, LLC
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Institute for Wealth Management, LLC.
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Manning & Napier Advisors Llc
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Penney Financial, LLC
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Legacy Financial Group LLC
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Morgan Stanley
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Glass Jacobson Investment Advisors llc
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Acorn Wealth Advisors, LLC
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Scott & Selber, Inc.
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Stephens Consulting, LLC
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Madison Wealth Partners, Inc
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Apexium Financial, Lp
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Burkett Financial Services, Llc
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McGlone Suttner Wealth Management, Inc.
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REDW Wealth LLC
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Brick & Kyle, Associates
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Annis Gardner Whiting Capital Advisors, LLC
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eCIO, Inc.
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Successful Portfolios LLC
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SCS Capital Management LLC
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Marino, Stram & Associates Llc
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Obsidian Personal Planning Solutions LLC
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Wooster Corthell Wealth Management, Inc.
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Bernardo Wealth Planning LLC
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Redhawk Wealth Advisors, Inc.
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BlackRock, Inc.
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RMB Capital Management, LLC
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Rice Partnership, LLC
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Kingsview Wealth Management, LLC
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Tradewinds Capital Management, LLC
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Financial Insights, Inc.
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Finley Financial, LLC
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Ashton Thomas Private Wealth, LLC
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Stonehearth Capital Management, LLC
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Mml Investors Services, Llc
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Jacobi Capital Management LLC
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Baltimore-Washington Financial Advisors, Inc.
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Ellenbecker Investment Group
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Inscription Capital, LLC
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Fort Sheridan Advisors Llc
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Kingsman Wealth Management, Inc.
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Lyell Wealth Management, Lp
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Modus Advisors, LLC
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Outlook Wealth Advisors, LLC
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River Wealth Advisors LLC
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Warwick Investment Management, Inc.
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Signet Investment Advisory Group, Inc.
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Glassy Mountain Advisors, Inc.
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CAPROCK Group, Inc.
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Duncker Streett & Co Inc
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Oliver Lagore Vanvalin Investment Group
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Ballast, Inc.
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BG Investment Services, Inc.
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Investors Research Corp
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Concord Wealth Partners
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Citizens National Bank Trust Department
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Financial Perspectives, Inc
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Coordinated Financial Services, Inc./CO
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Bnc Wealth Management, Llc
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Gries Financial Llc
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CORDA Investment Management, LLC.
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Frazier Financial Advisors, LLC
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Optiver Holding B.V.
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Fund Evaluation Group, LLC
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Fiduciary Group LLC
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Fagan Associates, Inc.
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Evergreen Wealth Management, LLC
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Cherry Tree Wealth Management, LLC
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Members Wealth Llc
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Rollins Financial Advisors, LLC
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Chilton Capital Management Llc
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Rakuten Investment Management, Inc.
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|
Certified Advisory Corp
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INKM - SSGA Active Trust - SPDR SSGA Income Allocation ETF
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|
Centennial Bank/AR/
|
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OneAscent Wealth Management LLC
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Paradigm Capital Management, LLC/NV
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Paul Damon & Associates, Inc.
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Legacy Solutions, Llc
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Hobbs Group Advisors, LLC
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CX Institutional
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Blair William & Co/il
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Adviser Investments LLC
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HighTower Advisors, LLC
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|
Godsey & Gibb Associates
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Freestone Capital Holdings, LLC
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|
RMR Wealth Builders
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|
Peapack Gladstone Financial Corp
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|
Bell Investment Advisors, Inc
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Bogart Wealth, LLC
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CVA Family Office, LLC
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Trust Co Of Vermont
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EP Wealth Advisors, Inc.
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Comprehensive Financial Planning, Inc./PA
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Curtis Advisory Group, LLC
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Asset Advisors Investment Management, LLC
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Hidden Cove Wealth Management, LLC
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CBIZ Investment Advisory Services, LLC
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Beacon Financial Planning, Inc
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TRUE Private Wealth Advisors
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Yukon Wealth Management, Inc.
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Allen Capital Group, LLC
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LS Investment Advisors, LLC
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Florida Financial Advisors, Llc
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High Note Wealth, LLC
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KC Investment Advisors, LLC
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Northeast Financial Consultants Inc
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Camden Capital, LLC
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Valley Financial Group, Inc.
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Washington Trust Bank
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Weaver Capital Management LLC
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Libra Wealth Llc
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Rossby Financial, LCC
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Fortis Capital Management LLC
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Ameritas Investment Partners, Inc.
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SevenBridge Financial Group, LLC
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RDA Financial Network
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|
Martel Wealth Advisors Inc
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Stewardship Advisors, LLC
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Transamerica Financial Advisors, Inc.
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Federated Hermes, Inc.
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Gunma Bank,Ltd.
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Schmidt P J Investment Management Inc
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|
Mendel Capital Management LLC
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|
Coston, McIsaac & Partners
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|
SILVER OAK SECURITIES, Inc
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|
Mechanics Financial Corp
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Regal Investment Advisors LLC
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Clear Street Markets Llc
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AllGen Financial Advisors, Inc.
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TFG Advisers LLC
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Opal Wealth Advisors, LLC
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Zrc Wealth Management, Llc
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Pure Financial Advisors, Inc.
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Aspiriant, Llc
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Howe & Rusling Inc
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Accredited Wealth Management, LLC
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Aberdeen Wealth Management LLC
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Winthrop Capital Management, LLC
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Partners Wealth Management, Llc
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SK Wealth Management, LLC
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Trustmark National Bank Trust Department
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|
Key FInancial Inc
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Creative Financial Designs Inc /adv
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Securian Asset Management, Inc
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Atlas Capital Advisors Llc
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Serenus Wealth Advisors, LLC
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|
Northern Trust Corp
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|
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|
Adams Wealth Management
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|
Noble Wealth Management PBC
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Iron Horse Wealth Management, LLC
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|
Gradient Investments LLC
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|
Forum Private Client Group LLC
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|
Collective Family Office Llc
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RKL Wealth Management LLC
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|
First Community Trust Na
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Morton Brown Family Wealth, LLC
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Crescent Grove Advisors, LLC
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L.m. Kohn & Company
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Envestnet Portfolio Solutions, Inc.
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Binnacle Investments Inc
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Demars Financial Group, LLC
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First Financial Corp /in/
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Kure Advisory, LLC
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Tiaa Trust, National Association
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HC Advisors, LLC
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Creekside Partners
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Stonebrook Private Inc.
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Raub Brock Capital Management LP
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Berkeley, Inc
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Hayek Kallen Investment Management
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Smithfield Trust Co
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Kennebec Savings Bank
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Evergreen Advisors, LLC
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Stockman Wealth Management, Inc.
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Fairman Group, LLC
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Integrity Financial Corp /WA
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Good Life Advisors, LLC
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JB Capital LLC
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MAS Advisors LLC
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New England Private Wealth Advisors LLC
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Foguth Wealth Management, LLC.
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First Foundation Advisors
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Geneos Wealth Management Inc.
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SWJRX - SCHWAB CAPITAL TRUST - Schwab Monthly Income Fund - Moderate Payout
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Fjell Capital, LLC
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Kfg Wealth Management, Llc
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Lvm Capital Management Ltd/mi
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Revolve Wealth Partners, LLC
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Atlas Financial Advisors, Inc.
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True Link Financial Advisors, LLC
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First National Trust Co
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McGrath & Associates, Inc.
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Wealthcare Capital Management Llc
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Worth Financial Advisory Group, LLC
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Stifel Financial Corp
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True Wealth Design, LLC
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CoreCap Advisors, LLC
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Nwam Llc
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Kingswood Wealth Advisors, Llc
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Summit Trail Advisors, Llc
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Hoey Investments, Inc
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Catalytic Wealth RIA, LLC
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Exencial Wealth Advisors, Llc
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Royal Capital Wealth Management, LLC
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First National Bank & Trust Co Of Newtown
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Brown Advisory Inc
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Gemmer Asset Management LLC
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Empowered Funds, LLC
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Mission Creek Capital Partners, Inc.
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Morton Community Bank
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Avos Capital Management, LLC
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FMA Wealth Management, LLC
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Mitchell Sinkler & Starr/pa
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My Purposeful Wealth Corp.
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Blue Chip Partners, Inc.
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Brinker Capital Investments, LLC
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Westbourne Investments, Inc.
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Orion Portfolio Solutions, LLC
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Strategic Blueprint, LLC
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Iron Financial, LLC
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Prosperity Consulting Group, LLC
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Martin Worley Group
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Rise Advisors, LLC
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Cynosure Management, Llc
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Procyon Private Wealth Partners, LLC
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BRYN MAWR TRUST Co
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Whittier Trust Co Of Nevada Inc
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Petra Financial Advisors Inc
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Daymark Wealth Partners, Llc
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Vise Technologies, Inc.
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WFA Asset Management Corp
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Compass Advisory Group LLC
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Soltis Investment Advisors LLC
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Schaeffer Financial LLC
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Northwest Capital Management Inc
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Granite Bay Wealth Management, LLC
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Pinnacle Wealth Management Group, Inc.
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Heritage Wealth Management, Inc.
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Clarius Group, LLC
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Gould Capital, LLC
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Secure Asset Management, LLC
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Front Row Advisors LLC
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Shepherd Kaplan Krochuk, Llc
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Perennial Advisors, LLC
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Outfitter Financial LLC
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Tompkins Financial Corp
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MeadowBrook Investment Advisors LLC
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Thoroughbred Financial Services, Llc
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Briaud Financial Planning, Inc
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Ridgecrest Wealth Partners, Llc
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Sharkey, Howes & Javer
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Bleakley Financial Group, LLC
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Mainsail Financial Group, LLC
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ENDW - EA Series Trust - Cambria Endowment Style ETF
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Bartlett & Co. Wealth Management Llc
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Keebeck Wealth Management, LLC
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VisionPoint Advisory Group, LLC
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Steward Partners Investment Advisory, Llc
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Qube Research & Technologies Ltd
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Crewe Advisors LLC
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Diversified Trust Co
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Roundview Capital LLC
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Charter Capital Management, LLC\DE
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Horizon Bancorp Inc /in/
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Towneley Capital Management, Inc / DE
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Angeles Wealth Management, Llc
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Darden Wealth Group Inc
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Uptown Financial Advisors LLC
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Joseph P. Lucia & Associates, LLC
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Opulen Financial Group LLC
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Roman Butler Fullerton & Co
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Cambridge Investment Research Advisors, Inc.
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Advisor OS, LLC
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MCF Advisors LLC
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Ferguson Wellman Capital Management, Inc
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HMV Wealth Advisors, LLC
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Regions Financial Corp
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Unique Wealth, Llc
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Safeguard Financial, LLC
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Ullmann Financial Group, Inc.
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Fi3 FINANCIAL ADVISORS, LLC
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Investor's Fiduciary Advisor Network, LLC
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Cahill Financial Advisors Inc
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Glen Eagle Advisors, LLC
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Smallwood Wealth Investment Management, LLC
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Members Advisory Group LLC
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Coordinated Financial Services, Inc.
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Umb Bank N A/mo
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Ledyard National Bank
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Paladin Advisory Group, LLC
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Cm Wealth Advisors Llc
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TCG Advisory Services, LLC
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Stephens Inc /ar/
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Ritter Daniher Financial Advisory LLC / DE
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GPM Growth Investors, Inc.
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Jane Street Group, Llc
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Charles Schwab Trust Bank
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Patriot Investment Management Inc.
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Kohmann Bosshard Financial Services, LLC
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Firethorn Wealth Partners, Llc
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Missouri Trust & Investment Co
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Total Clarity Wealth Management, Inc.
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Red Door Wealth Management, LLC
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Essex Financial Services, Inc.
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DiMeo Schneider & Associates, L.L.C.
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Level Four Advisory Services, Llc
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Bruce G. Allen Investments, LLC
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Atria Investments Llc
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Traphagen Investment Advisors Llc
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BKM Wealth Management, LLC
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West Michigan Advisors, Llc
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Sagespring Wealth Partners, Llc
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Aspen Grove Capital, LLC
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Shorepoint Capital Partners LLC
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Van Hulzen Asset Management, LLC
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Advisor Resource Council
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Richardson Capital Management LLC
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GoalVest Advisory LLC
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Wood Tarver Financial Group, LLC
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Marquette Asset Management, LLC
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Keystone Wealth Services, LLC
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HCR Wealth Advisors
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McMahon Financial Advisors, LLC
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Seek First Inc.
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Bank of New York Mellon Corp
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BlueChip Wealth Advisors LLC
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Barrett & Company, Inc.
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Ehrlich Financial Group
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Coastwise Capital Group, LLC
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Legacy Private Trust Co.
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Western Pacific Wealth Management, LP
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Sterling Investment Advisors, Ltd.
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Koesten, Hirschmann & Crabtree, INC.
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Paradigm, Strategies in Wealth Management, LLC
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Winthrop Advisory Group LLC
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Napatree Capital Llc
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Townsend Asset Management Corp /nc/ /adv
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Mountain Hill Investment Partners Corp.
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Goldman Sachs Group Inc
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Lane & Associates LLC
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Rialto Wealth Management, LLC
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Mirador Capital Partners LP
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Agate Pass Investment Management, LLC
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Embree Financial Group
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Truist Financial Corp
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Smith Anglin Financial, LLC
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O'shaughnessy Asset Management, Llc
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Yoder Wealth Management, Inc.
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Pinnacle Wealth Planning Services, Inc.
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Disciplined Equity Management, Inc.
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Tower View Investment Management & Research LLC
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Vontobel Holding Ltd.
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Farmers & Merchants Investments Inc
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Mariner, LLC
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Creekmur Asset Management LLC
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Teamwork Financial Advisors, LLC
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Fairway Financial, LLC
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Spectrum Wealth Counsel, LLC
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Curbstone Financial Management Corp
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Aurora Private Wealth, Inc.
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Drive Wealth Management, Llc
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Team Hewins, LLC
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Barnes Wealth Management Group, Inc
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Financial Advisory Corp /ut/ /adv
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Vanguard Capital Wealth Advisors
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Signature Resources Capital Management, LLC
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Pine Haven Investment Counsel, Inc
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Johnson Investment Counsel Inc
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Holderness Investments Co
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Hutchens & Kramer Investment Management Group, LLC
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Thrive Capital Management, LLC
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Aspen Investment Management Inc
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West Paces Advisors Inc.
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Elite Financial, Inc.
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Solitude Financial Services
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Jefferies Financial Group Inc.
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Kathmere Capital Management, LLC
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Baron Silver Stevens Financial Advisors, Llc
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Golden Reserve Retirement LLC
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Creegan & Nassoura Financial Group, LLC
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Financial Engines Advisors L.L.C.
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Wulff, Hansen & Co.
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Grandview Asset Management LLC
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Evergreen Capital Management Llc
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Emerald Advisors, LLC
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Insigneo Advisory Services, Llc
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Flagship Wealth Advisors, Llc
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Maple Capital Management, Inc.
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Wagner Wealth Management, Llc
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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Clarendon Private LLC
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PUREfi Wealth, LLC
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Compass Financial Services Inc
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Wingate Wealth Advisors, Inc.
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Bank of New Hampshire
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Per Stirling Capital Management, LLC.
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Ameriflex Group, Inc.
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UBS Group AG
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B & T Capital Management DBA Alpha Capital Management
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SP Asset Management LLC
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Ironwood Investment Counsel, LLC
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Berger Financial Group, Inc
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Ridgeline Wealth Planning, LLC
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Moran Wealth Management, LLC
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D.a. Davidson & Co.
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Red Tortoise LLC
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Aaron Wealth Advisors LLC
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Harbor Investment Advisory, Llc
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Hanson & Doremus Investment Management
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Copley Financial Group, Inc.
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Appleton Partners Inc/ma
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Allied Investment Advisors, LLC
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Brown, Lisle/cummings, Inc.
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Clear Investment Research, Llc
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Washington Trust Advisors, Inc.
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Russell Investments Group, Ltd.
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MTM Investment Management, LLC
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Rocky Mountain Advisers, Llc
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We Are One Seven, LLC
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Friday Financial
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WealthCollab, LLC
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Milestone Investment Advisors LLC
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SGPKX - RBB FUND, INC. - SGI Peak Growth Fund Class I Shares
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|
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|
Cura Wealth Advisors, Llc
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Rsm Us Wealth Management Llc
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Ameriprise Financial Inc
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AdvisorNet Financial, Inc
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Investment Advisory Group, LLC
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Founders Financial Securities Llc
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Roberts Glore & Co Inc /il/
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OneAscent Financial Services LLC
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Wealthbridge Capital Management, Llc
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Verity & Verity, LLC
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American National Bank
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Nicolet Advisory Services, Llc
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United Community Bank
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Sachetta, LLC
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SRS Capital Advisors, Inc.
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Avantax Advisory Services, Inc.
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Nabity-Jensen Investment Management Inc
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Dana Investment Advisors, Inc.
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GeoWealth Management, LLC
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McIlrath & Eck, LLC
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Massmutual Trust Co Fsb/adv
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SYM FINANCIAL Corp
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Dale Q Rice Investment Management Ltd
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LifeSteps Financial, Inc.
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FourThought Financial Partners, LLC
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CGC Financial Services, LLC
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Gerber Kawasaki Wealth & Investment Management
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Mogy Joel R Investment Counsel Inc
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City State Bank
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Noble Family Wealth, LLC
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Consolidated Planning Corp
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Patten & Patten Inc/tn
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Meriwether Wealth & Planning, LLC
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Owen LaRue, LLC
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Redmont Wealth Advisors Llc
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Cary Street Partners Financial Llc
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Cypress Wealth Services, LLC
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Envestnet Asset Management Inc
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Brighton Jones Llc
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Fulcrum Capital LLC
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Comprehensive Money Management Services LLC
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Novem Group
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Morling Financial Advisors, LLC
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Farther Finance Advisors, LLC
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Meridian Wealth Management, LLC
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Curio Wealth, Llc
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Tyler-Stone Wealth Management
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Roble, Belko & Company, Inc
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Tactive Advisors, LLC
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Global Trust Asset Management, LLC
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Arlington Trust Co LLC
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McAdam, LLC
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Stonebridge Financial Planning Group, LLC
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Breakwater Capital Group
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Safeguard Investment Advisory Group, LLC
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CWA Asset Management Group, LLC
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Indie Asset Partners, LLC
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Midland Wealth Advisors Llc
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Moisand Fitzgerald Tamayo, LLC
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Alpha Omega Group, Inc.
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Capital Advisors Wealth Management, LLC
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Wsfs Capital Management, Llc
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Leuthold Group, Llc
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CNB Bank
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Curran Financial Partners, LLC
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Prestige Wealth Management Group LLC
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Great Lakes Advisors, Llc
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Concurrent Investment Advisors, LLC
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Tranquility Partners, LLC
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Pennsylvania Capital Management Inc /adv
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Legacy Investment Solutions, LLC
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Fiduciary Trust Co
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Acropolis Investment Management, LLC
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My Personal CFO, LLC
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Wall Street Access Asset Management, LLC
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Intrua Financial, LLC
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DDD Partners, LLC
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Destination Wealth Management
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Garrett Investment Advisors LLC
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Financial Advisory Service, Inc.
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Meridian Wealth Advisors, LLC
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Sigma Planning Corp
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Hilltop Holdings Inc.
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Caliber Wealth Management, LLC / KS
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WealthPlan Investment Management, LLC
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Franklin Resources Inc
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Capital Investment Advisory Services, LLC
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Roxbury Financial LLC
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Robbins Farley Llc
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Lederer & Associates Investment Counsel/ca
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Retirement Guys Formula Llc
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Cross Staff Investments Inc
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Capital Investment Counsel, LLC
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Etesian Wealth Advisors, Inc.
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Gateway Wealth Partners, LLC
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Pitcairn Co
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American Financial Advisors, LLC
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National Bank Of Canada /fi/
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Sequoia Financial Advisors, LLC
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Burke & Herbert Bank & Trust Co
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Meridian Management Co
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SOUTH STATE Corp
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Lowe Wealth Advisors, LLC
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LVW Advisors, LLC
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NorthCrest Asset Manangement, LLC
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Cottage Street Advisors LLC
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Navalign, LLC
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Guild Investment Management, Inc.
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Family Investment Center, Inc.
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McCarthy Asset Management, Inc.
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Cornerstone Planning, LLC
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Freestate Advisors LLC
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First National Bank of Mount Dora, Trust Investment Services
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Brady Martz Wealth Solutions, LLC
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Semus Wealth Partners LLC
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JT Stratford LLC
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Arkadios Wealth Advisors
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Advisory Alpha, LLC
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Chesapeake Wealth Management
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Pps&v Asset Management Consultants, Inc.
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Venture Visionary Partners LLC
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Forefront Wealth Partners, LLC
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MADDEN SECURITIES Corp
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Whitaker-Myers Wealth Managers, LTD.
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R. W. Roge & Company, Inc.
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Davis Capital Management
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VestGen Advisors, LLC
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Seelaus Asset Management LLC
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Liberty One Investment Management, Llc
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Pallas Capital Advisors LLC
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XML Financial, LLC
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HFG Advisors, Inc.
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Paulson Wealth Management Inc.
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Princeton Global Asset Management LLC
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Silver Lake Advisory, LLC
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Bridgewealth Advisory Group, LLC
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Pinnacle Bancorp, Inc.
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Fairscale Capital, LLC
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Callan Capital, LLC
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Principal Securities, Inc.
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Carnegie Capital Asset Management, LLC
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Spinnaker Investment Group, LLC
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Sigma Investment Counselors Inc
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Security National Bank Of Sioux City Iowa /ia/
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Lowery Thomas, Llc
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Stokes Family Office, LLC
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Summit Wealth Partners, LLC
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Cornell Pochily Investment Advisors, Inc.
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Optimum Investment Advisors
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FineMark National Bank & Trust
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New England Capital Financial Advisors LLC
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Sonora Investment Management Group, LLC
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Mpwm Advisory Solutions, Llc
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Tull Financial Group, Inc.
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Savvy Advisors, Inc.
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Avant Capital LLC
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Lodestar Private Asset Management Llc
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MBE Wealth Management, LLC
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Sawgrass Asset Management Llc
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Atomi Financial Group, Inc.
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Private Advisor Group, LLC
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Heritage Financial Services, LLC
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Hunter Associates Investment Management Llc
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DecisionPoint Financial, LLC
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D'Orazio & Associates, Inc.
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Gables Capital Management Inc.
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VSM Wealth Advisory, LLC
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Fidelis Capital Partners, LLC
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Midwest Financial Group LLC
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MAI Capital Management
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JBR Co Financial Management Inc
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CAP Partners, LLC
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Stony Point Wealth Management Inc.
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Raymond James Financial Inc
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Disciplined Investors, L.L.C.
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Trust Co Of Toledo Na /oh/
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Liberty Capital Management, Inc.
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Prelude Capital Management, Llc
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First Horizon Advisors, Inc.
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Harbour Investments, Inc.
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Qrg Capital Management, Inc.
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49 Wealth Management, Llc
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MidWestOne Financial Group, Inc.
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Leavell Investment Management, Inc.
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Greenhouse Wealth Management, LLC
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Savoie Capital LLC
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Genesee Capital Advisors, LLC
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Waterford Advisors, LLC
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Armstrong Advisory Group, Inc
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Citizens Financial Group Inc/ri
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MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A
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First Heartland Consultants, Inc.
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TruNorth Capital Management, LLC
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Shakespeare Wealth Management, Inc.
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Sanchez Wealth Management Group
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Choate Investment Advisors
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Apella Capital, LLC
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Beckerman Institutional, LLC
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Signature Estate & Investment Advisors Llc
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AlphaStar Capital Management, LLC
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Probity Advisors, Inc.
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Bond & Devick Financial Network, Inc.
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Northstar Group, Inc.
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Soundwatch Capital LLC
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Congress Wealth Management LLC / DE /
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MFA Wealth Services
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Promethium Advisors,llc
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Salem Investment Counselors Inc
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Buska Wealth Management, LLC
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Journey Strategic Wealth Llc
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SkyOak Wealth, LLC
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Financial Designs Corp
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Fifth Third Securities, Inc.
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Pacific Sage Partners, LLC
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BXM Wealth LLC
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Bull Oak Capital, LLC
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Northcape Wealth Management, Llc
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Harbor Group, Inc.
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Well Done, LLC
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Rps Advisory Solutions Llc
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apricus wealth, LLC
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Ally Invest Advisors Inc.
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Studio Investment Management Llc
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Islay Capital Management, Llc
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Capital Fund Management S.a.
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FSC Wealth Advisors, LLC
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Howland Capital Management Llc
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Cassaday & Co Wealth Management LLC
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Pinnacle Wealth Management Advisory Group, LLC
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Raab & Moskowitz Asset Management LLC
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Northstar Financial Companies, Inc.
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Whittier Trust Co
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Attessa Capital LLC
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Greenleaf Trust
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Cozad Asset Management Inc
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Wernau Asset Management Inc.
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Jackson, Grant Investment Advisers, Inc.
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GPS Wealth Strategies Group, LLC
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Arete Wealth Advisors, LLC
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Klingman & Associates, LLC
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Beaird Harris Wealth Management, LLC
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Pinnacle Financial Partners Inc
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Copia Wealth Management
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Sunburst Financial Group, LLC
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Lake Street Financial Llc
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Bouchey Financial Group Ltd
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Vivaldi Capital Management, LLC
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LGT Financial Advisors LLC
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Cambria Investment Management, L.P.
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Gladstone Institutional Advisory LLC
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Crews Bank & Trust
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Bell Bank
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Fiduciary Family Office, Llc
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Christopher J. Hasenberg, Inc
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Berkshire Asset Management Llc/pa
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FSA Investment Group, LLC
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Bulwark Capital Corp
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LPF Advisors LLC
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Ancora Advisors, LLC
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Adams Asset Advisors, LLC
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Essex Savings Bank
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Aspire Capital Advisors LLC
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ESL Trust Services, LLC
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Eagle Strategies LLC
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Sound Income Strategies, LLC
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Nautilus Advisors LLC
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Trust Co
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Alpha Financial Advisors, LLC
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NewSquare Capital LLC
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Redwood Wealth Management Group, LLC
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Financial Consulate, Inc
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Bfsg, Llc
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Buck Wealth Strategies, LLC
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Trinity Financial Advisors LLC
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McCarthy Grittinger Financial Group, LLC
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Wills Financial Group LLC
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Aspen Wealth Strategies, LLC
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Sofos Investments, Inc.
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Integrated Investment Consultants, LLC
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Busey Wealth Management
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BEAM Asset Management, LLC
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Straight Path Wealth Management
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TFR Capital, LLC.
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Oppenheimer Asset Management Inc.
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Westwood Holdings Group Inc
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Smith, Salley & Associates
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Tcfg Wealth Management, Llc
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Connecticut Wealth Management, LLC
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Mainstream Capital Management LLC
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Stillwater Wealth Management Group
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Mission Wealth Management, Lp
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Leo Wealth, LLC
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Arrowroot Family Office, LLC
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West Oak Capital, LLC
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|
