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Dynamic Advisor Solutions LLC
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Hartland & Co., LLC
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Atomi Financial Group, Inc.
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MorganRosel Wealth Management, LLC
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MAI Capital Management
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Fft Wealth Management Llc
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Greenline Partners, LLC
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Fifth Third Bancorp
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Brinker Capital Investments, LLC
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Ethos Financial Group, LLC
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RMG Wealth Management LLC
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Destination Wealth Management
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Golden State Wealth Management, LLC
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Strategic Wealth Partners, Ltd.
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TruNorth Capital Management, LLC
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Bishop & Co Investment Management, LLC
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Fragasso Group Inc.
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VSM Wealth Advisory, LLC
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Atlas Capital Advisors Llc
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Beacon Capital Management, LLC
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Argent Trust Co
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Apriem Advisors
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Coldstream Capital Management Inc
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Boltwood Capital Management
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CI Private Wealth, LLC
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Adamsbrown Wealth Consultants Llc
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Nicolet Bankshares Inc
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BlackRock, Inc.
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Ameritas Investment Partners, Inc.
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Murphy, Middleton, Hinkle & Parker, Inc.
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Planned Solutions, Inc.
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Red Tortoise LLC
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Morling Financial Advisors, LLC
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SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio
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Everhart Financial Group, Inc.
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Cambridge Investment Research Advisors, Inc.
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Morris Financial Concepts, Inc.
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Betterment LLC
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Walkner Condon Financial Advisors LLC
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Allen Capital Group, LLC
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DBK Financial Counsel, LLC
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IFP Advisors, Inc
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Arbor Trust Wealth Advisors, Llc
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One Capital Management, LLC
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Lowe Brockenbrough & Co Inc
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American Capital Advisory, LLC
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Asset Allocation Strategies LLC
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Blume Capital Management, Inc.
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CVA Family Office, LLC
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TFC Financial Management
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Tru Independence Asset Management 2, Llc
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PrairieView Partners, LLC
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Summit Financial, LLC
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Ridgewood Investments LLC
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Marshall Wace, Llp
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Rakuten Investment Management, Inc.
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Krilogy Financial LLC
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WorthPointe, LLC
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Old Mission Capital Llc
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Atlantic Union Bankshares Corp
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Truist Financial Corp
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Evensky & Katz LLC
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Strategic Investment Solutions, Inc. /IL
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Tradition Wealth Management, LLC
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Noble Family Wealth, LLC
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James J. Burns & Company, LLC
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Ballentine Partners, LLC
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Wakefield Asset Management LLLP
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Private Capital Management, LLC
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Howard Financial Services, Ltd.
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SageView Advisory Group, LLC
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Schoolcraft Capital LLC
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Continental Investors Services, Inc.
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NewSquare Capital LLC
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Evergreen Capital Management Llc
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Stone Point Wealth LLC
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Modern Wealth Management, LLC
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Fort Vancouver Investment Management, LLC
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Perigon Wealth Management, LLC
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Cabot Wealth Management Inc
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Valley Forge Investment Consultants Inc Adv
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Cerity Partners LLC
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Gables Capital Management Inc.
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Leavell Investment Management, Inc.
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Foster Group, Inc.
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Thrive Wealth Management, LLC
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Valeo Financial Advisors, LLC
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Acas, Llc
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Bangor Savings Bank
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Brandywine Oak Private Wealth Llc
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Founders Financial Alliance, LLC
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Sax Wealth Advisors, Llc
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Cornerstone Wealth Group, LLC
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Myecfo, Llc
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Trust Point Inc.
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Wade Financial Advisory, Inc
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CIBC Private Wealth Group, LLC
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Hazlett, Burt & Watson, Inc.
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Operose Advisors LLC
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Cwm, Llc
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Power Wealth Management Llc
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Colonial Trust Co / SC
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BRYN MAWR TRUST Co
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Pflug Koory, LLC
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James Investment Research Inc
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SWYFX - SCHWAB CAPITAL TRUST - Schwab Target 2035 Index Fund
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TT Capital Management LLC
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NFP Retirement, Inc.
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Great Valley Advisor Group, Inc.
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Jones Financial Companies Lllp
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Smartleaf Asset Management LLC
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Vishria Bird Financial Group, LLC
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Private Wealth Management Group, LLC
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Captrust Financial Advisors
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Whitcomb & Hess, Inc.
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Nations Financial Group Inc, /ia/ /adv
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Kohmann Bosshard Financial Services, LLC
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Seek First Inc.
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Tompkins Financial Corp
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First Manhattan Co
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Carolina Wealth Advisors, LLC
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Roundview Capital LLC
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Howe & Rusling Inc
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Badgley Phelps Wealth Managers, LLC
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Susquehanna International Group, Llp
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Westside Investment Management, Inc.
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Compass Planning Associates Inc
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L2 Asset Management, LLC
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Northwestern Mutual Wealth Management Co
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Wetherby Asset Management Inc
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Curtis Advisory Group, LLC
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Brookstone Capital Management
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DRW Securities, LLC
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WealthCollab, LLC
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Wagner Wealth Management, Llc
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NWK Group, Inc.
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SWYHX - SCHWAB CAPITAL TRUST - Schwab Target 2045 Index Fund
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Valued Wealth Advisors LLC
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SILVER OAK SECURITIES, Inc
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Peterson Wealth Advisors, LLC
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EverSource Wealth Advisors, LLC
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Peapack Gladstone Financial Corp
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Glassman Wealth Services
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Mariner, LLC
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Murphy & Mullick Capital Management Corp
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SRS Capital Advisors, Inc.
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Prairieview Wealth Partners, Llc
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Seacrest Wealth Management, Llc
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Etesian Wealth Advisors, Inc.
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Advisory Services Network, LLC
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Traub Capital Management LLC
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Sierra Ocean, Llc
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Main Street Group, LTD
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Pinkerton Retirement Specialists, LLC
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Arlington Trust Co LLC
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FinDec Wealth Services, Inc.
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Bond & Devick Financial Network, Inc.
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Quantinno Capital Management LP
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Exchange Traded Concepts, Llc
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Heartwood Wealth Advisors LLC
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Smart Portfolios, LLC
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Janney Montgomery Scott LLC
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FSA Wealth Management LLC
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Dakota Wealth Management
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Nikulski Financial, Inc.
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Harbor Investment Advisory, Llc
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Wealthspire Advisors, LLC
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Integrated Advisors Network LLC
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Iron Horse Wealth Management, LLC
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Prime Capital Investment Advisors, LLC
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Hamilton Capital, LLC
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Up Strategic Wealth Investment Advisors Llc
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Fmr Llc
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Highline Wealth Partners Llc
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Avidian Wealth Solutions, LLC
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Alpha Omega Wealth Management LLC
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Main Street Financial Solutions, LLC
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Fund Evaluation Group, LLC
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Blair William & Co/il
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Roble, Belko & Company, Inc
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Summit Wealth & Retirement Planning, Inc.
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Act Wealth Management, Llc
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Avantax Planning Partners, Inc.
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Apollon Wealth Management, LLC
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Greykasell Wealth Strategies, Inc.
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Bfsg, Llc
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Marotta Asset Management
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Johnson Financial Group, LLC
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BCS Wealth Management
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C M Bidwell & Associates Ltd
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SWYMX - SCHWAB CAPITAL TRUST - Schwab Target 2050 Index Fund
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Sellwood Investment Partners LLC
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Mill Creek Capital Advisors, LLC
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Washington Trust Advisors, Inc.
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Blue Barn Wealth, LLC
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White & Co Financial Planning Inc
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Capital Analysts, Inc.
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OLIO Financial Planning
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Sage Financial Group Inc
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Keener Financial Planning LLC
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Abound Wealth Management
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Empowered Funds, LLC
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Sand Hill Global Advisors, LLC
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Mission Wealth Management, Lp
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Aptus Capital Advisors, LLC
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Facet Wealth, Inc.
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Kestra Advisory Services, LLC
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MeadowBrook Investment Advisors LLC
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Roberts Wealth Advisors, LLC
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Axxcess Wealth Management, Llc
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Johnson Investment Counsel Inc
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Colony Group, LLC
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Creegan & Nassoura Financial Group, LLC
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Schaeffer Financial LLC
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Ameritas Advisory Services, LLC
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Tenret Co LLC
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Invst, LLC
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Morton Brown Family Wealth, LLC
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XTX Topco Ltd
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HHM Wealth Advisors, LLC
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Brass Tax Wealth Management, Inc
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Sherwood Financial Partners, LLC
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FIDELIS iM, LLC
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Kingsview Wealth Management, LLC
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Private Capital Management Llc
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Envestnet Asset Management Inc
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Curbstone Financial Management Corp
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Rosenberg Matthew Hamilton
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McKinley Carter Wealth Services, Inc.
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ORG Wealth Partners, LLC
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Schneider Downs Wealth Management Advisors, LP
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Hantz Financial Services, Inc.
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Arkansas Financial Group, Inc.
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Warner Financial, Inc
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Royal Bank Of Canada
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Rockbridge Investment Management, LCC
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L.K. Benson & Company, P.C.
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GPS Wealth Strategies Group, LLC
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Ameriprise Financial Inc
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SWC1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced with Growth Portfolio
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BWM Planning, LLC
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Eqis Capital Management, Inc.
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Focus Financial Network, Inc.
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Lyell Wealth Management, Lp
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DHJJ Financial Advisors, Ltd.
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Wealthfront Advisers Llc
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Citigroup Inc
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Chicago Partners Investment Group LLC
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Asset Dedication, LLC
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Blue Sky Capital Consultants Group, Inc.
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Steele Capital Management, Inc.
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J.w. Cole Advisors, Inc.
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Blankinship & Foster, LLC
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Legacy Bridge, LLC
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Oldfather Financial Services, LLC
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Aegis Wealth Management LLC
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Cape Investment Advisory, Inc.
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Aqr Capital Management Llc
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Farther Finance Advisors, LLC
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Lodestar Private Asset Management Llc
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Elite Life Management LLC
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Frazier Financial Advisors, LLC
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Assetmark, Inc
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Mogy Joel R Investment Counsel Inc
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Bank Of Montreal /can/
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SCS Capital Management LLC
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Great Waters Wealth Management
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Bank Of America Corp /de/
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Tortoise Investment Management, LLC
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Orion Capital Management LLC
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HBK Sorce Advisory LLC
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Worth Asset Management, LLC
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Baird Financial Group, Inc.
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Simon Quick Advisors, Llc
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Bristlecone Advisors, LLC
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CAPROCK Group, Inc.
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Cahill Financial Advisors Inc
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Gilbert & Cook, Inc.
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Hamilton Point Investment Advisors, LLC
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Comerica Bank
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Wedbush Securities Inc
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HighTower Advisors, LLC
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Strid Group, LLC
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SigFig Wealth Management, LLC
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Wilson & Boucher Capital Management, LLC
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MJT & Associates Financial Advisory Group, Inc.
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Trust Co Of Vermont
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Wedmont Private Capital
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Principal Securities, Inc.
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Richardson Capital Management LLC
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Cornerstone Wealth Advisors, Inc.
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Navigation Wealth Management, Inc.
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BlueSky Wealth Advisors, LLC
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Commonwealth Equity Services, Llc
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Valmark Advisers, Inc.
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Diversified Trust Co
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Front Row Advisors LLC
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LifePlan Investment Advisors, Inc.
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OneAscent Financial Services LLC
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RHS Financial, LLC
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Fairway Wealth LLC
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Gs Investments, Inc.
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Keeler & Nadler Financial Planning & Wealth Management
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Naples Global Advisors, Llc
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Rainey & Randall Investment Management Inc.
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Phillips Financial Management, Llc
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Huntington National Bank
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Oak Harbor Wealth Partners, Llc
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Salem Investment Counselors Inc
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Chapman Financial Group, Llc
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Pensionmark Financial Group, Llc
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Sunburst Financial Group, LLC
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Garde Capital, Inc.
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Klingenstein Fields & Co Lp
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BIP Alliance, LLC
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Ironwood Financial, llc
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Newton One Investments LLC
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Moser Wealth Advisors, LLC
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Riversedge Advisors, Llc
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Wolff Wiese Magana Llc
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Warwick Investment Management, Inc.
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Pathstone Holdings, LLC
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Accurate Wealth Management, LLC
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Boyer & Corporon Wealth Management, LLC
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BSW Wealth Partners
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Belpointe Asset Management LLC
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SWYJX - SCHWAB CAPITAL TRUST - Schwab Target 2055 Index Fund
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Indie Asset Partners, LLC
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Financial Engines Advisors L.L.C.
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Financial Gravity Companies, Inc.
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Sei Investments Co
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Park Avenue Securities Llc
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Parkside Advisors LLC
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Sound Income Strategies, LLC
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Northern Trust Corp
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Delta Asset Management Llc/tn
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Sterling Investment Management, Inc.
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Von Berge Wealth Management Group, LLC
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Nicholas Hoffman & Company, LLC.
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Providence Capital Advisors, LLC
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Wilkins Miller Wealth Management, LLC
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North Capital, Inc.
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Raymond James Financial Inc
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Warren Averett Asset Management, LLC
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Bourgeon Capital Management Llc
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Graney & King, LLC
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Valley National Advisers Inc
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Spire Wealth Management
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Patriot Investment Management Inc.
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Your Advocates Ltd., LLP
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Pure Financial Advisors, Inc.
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Christensen, King & Associates Investment Services, Inc.
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AlphaCore Capital LLC
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MCF Advisors LLC
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Equitable Holdings, Inc.
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AllSquare Wealth Management LLC
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McAdam, LLC
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Signature Resources Capital Management, LLC
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Rialto Wealth Management, LLC
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Brown Brothers Harriman & Co
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Vivaldi Capital Management, LLC
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Blue Bell Private Wealth Management, Llc
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Omega Financial Group, LLC
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Creekside Partners
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BCK Partners, Inc.
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Us Bancorp \de\
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Marshall Financial Group Inc /adv
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Joule Financial, LLC
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Windward Private Wealth Management Inc.
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Commerce Bank
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St. Louis Trust Co
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Sigma Investment Counselors Inc
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Almanack Investment Partners, LLC.
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Laraway Financial Inc
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Lee Financial Co
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Victrix Investment Advisors
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O'shaughnessy Asset Management, Llc
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Wbh Advisory Inc
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Towercrest Capital Management
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Parkside Financial Bank & Trust
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State Street Corp
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HB Wealth Management, LLC
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Cliftonlarsonallen Wealth Advisors, Llc
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Hm Payson & Co
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Bartlett & Co. Wealth Management Llc
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Thompson Investment Management, Inc.
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Financial Management Professionals, Inc.
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Islay Capital Management, Llc
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Rothschild Investment Llc
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Beacon Pointe Advisors, LLC
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Oakwell Private Wealth Management, LLC
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Empower Advisory Group, LLC
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Stifel Financial Corp
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Whittier Trust Co
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Elser Financial Planning, Inc
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Financial Advisory Corp /ut/ /adv
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Kathmere Capital Management, LLC
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Miracle Mile Advisors, LLC
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Savant Capital, LLC
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Marietta Investment Partners Llc
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Signaturefd, Llc
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Pinnacle Financial Partners Inc
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Econ Financial Services Corp
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Merit Financial Group, LLC
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Liberty Capital Management, Inc.
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Emerald Investment Partners, Llc
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Retirement Wealth Solutions LLC
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Financial Advisory Service, Inc.
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GSB Wealth Management, LLC
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Strategic Financial Concepts, LLC
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Motive Wealth Advisors
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Clear Investment Research, Llc
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Twele Capital Management, Inc.
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Pioneer Wealth Management Group
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Private Advisor Group, LLC
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Summit Financial Strategies, Inc.
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Capital Advisors Inc/ok
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Per Stirling Capital Management, LLC.
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Clarity Capital Advisors, LLC
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My Purposeful Wealth Corp.
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Modera Wealth Management, LLC
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Resources Investment Advisors, LLC.
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WealthPlan Investment Management, LLC
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SNS Financial Group, LLC
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Alteri Wealth LLC
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Strategic Financial Planning, Inc.
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Solstein Capital, LLC
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Watershed Private Wealth Llc
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Jackson Hole Capital Partners, LLC
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Jfs Wealth Advisors, Llc
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Promus Capital, LLC
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Chesapeake Wealth Management
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Skopos Labs, Inc.
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Boyd Wealth Management, LLC
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Meridian Wealth Management, LLC
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Hrt Financial Lp
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United Advisor Group, LLC
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Guardian Wealth Advisors, Llc / Nc
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Keyvantage Wealth, Llc
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Jentner Corp
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Dunhill Financial, LLC
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Rossby Financial, LCC
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Crewe Advisors LLC
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Zhang Financial LLC
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Harbour Investments, Inc.
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Pacific Point Advisors, LLC
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Clearwater Capital Advisors, LLC
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Davis Capital Management
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Ieq Capital, Llc
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Calton & Associates, Inc.
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Avant Financial Advisors LLC
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Goldman Sachs Group Inc
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FSM Wealth Advisors, LLC
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Citadel Advisors Llc
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Glenmede Trust Co Na
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Headlands Technologies LLC
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Cassaday & Co Wealth Management LLC
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Steward Partners Investment Advisory, Llc
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Goldstone Financial Group, LLC
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JFG Wealth Management, LLC
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Hoey Investments, Inc
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Mather Group, Llc.
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Exencial Wealth Advisors, Llc
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Avantax Advisory Services, Inc.
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Modus Advisors, LLC
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Prudent Man Investment Management, Inc.
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Bessemer Group Inc
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Arete Wealth Advisors, LLC
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Snider Financial Group
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Athena Investment Management
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GWM Advisors LLC
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Disciplined Investors, L.L.C.
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Ackerman Capital Advisors, LLC
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Mercer Global Advisors Inc /adv
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Sunbelt Securities, Inc.
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Rsm Us Wealth Management Llc
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Old National Bancorp /in/
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Northwest Capital Management Inc
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Firestone Capital Management
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Droms Strauss Advisors Inc /mo/ /adv
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Acropolis Investment Management, LLC
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Family Legacy Financial Solutions, LLC
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Financial Freedom, LLC
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Foster & Motley Inc
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Voisard Asset Management Group, Inc.
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Key FInancial Inc
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SWYOX - SCHWAB CAPITAL TRUST - Schwab Target 2065 Index Fund
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Zacks Investment Management
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Comprehensive Money Management Services LLC
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Berkshire Asset Management Llc/pa
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Ironwood Investment Management Llc
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Pinnacle Bancorp, Inc.
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Signature Estate & Investment Advisors Llc
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Sandy Spring Bank
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Sunesis Advisors, LLC
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Concurrent Investment Advisors, LLC
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FC Advisory LLC
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Sage Rhino Capital Llc
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Ballast Advisors Llc
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Private Trust Co Na
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Sterling Financial Planning, Inc.
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Altfest L J & Co Inc
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United Capital Financial Advisers, Llc
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Rockefeller Capital Management L.P.
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Gladwyn Financial Advisors, Inc.
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Apeiron RIA LLC
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Gleason Group, Inc.
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Hengehold Capital Management Llc
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Madden Advisory Services, Inc.
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Embree Financial Group
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Brown Advisory Inc
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SWYGX - SCHWAB CAPITAL TRUST - Schwab Target 2040 Index Fund
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Salomon & Ludwin, LLC
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Values Added Financial LLC
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Kearns & Associates LLC
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IHT Wealth Management, LLC
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M1 Capital Management LLC
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Umb Bank N A/mo
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Wealth Enhancement Advisory Services, Llc
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Aspen Investment Management Inc
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Freestone Capital Holdings, LLC
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LOM Asset Management Ltd
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Global Retirement Partners, LLC
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Birchbrook, Inc.
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Cherry Tree Wealth Management, LLC
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MBE Wealth Management, LLC
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Tudor Investment Corp Et Al
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Frontier Asset Management, LLC
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DiMeo Schneider & Associates, L.L.C.
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CENTRAL TRUST Co
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Y-Intercept (Hong Kong) Ltd
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Ami Investment Management Inc
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Wells Fargo & Company/mn
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GeoWealth Management, LLC
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AdvisorNet Financial, Inc
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Archer Investment Corp
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Avion Wealth
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|
Jpmorgan Chase & Co
|
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|
Flower City Capital
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|
Hancock Whitney Corp
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|
Stratos Wealth Advisors, LLC
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GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF
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Brand Asset Management Group, Inc.
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Global Strategic Investment Solutions, LLC
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Mml Investors Services, Llc
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Smithfield Trust Co
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David Wealth Management LLC
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Evolution Advisers, Inc.
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Proffitt & Goodson Inc
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Capital Advisors, Ltd. LLC
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Cordant, Inc.
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Creative Financial Designs Inc /adv
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Atria Investments Llc
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Rollins Financial Advisors, LLC
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Atlantic Edge Private Wealth Management, LLC
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SJA Financial Advisory, LLC
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Pin Oak Investment Advisors Inc
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Sofos Investments, Inc.
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SOUTH STATE Corp
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Bensler, LLC
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Fonville Wealth Management LLC
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Mutual Advisors, LLC
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Advisor OS, LLC
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Asset Management Group, Inc.
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Gpwm Llc
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REDW Wealth LLC
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|
Evanson Asset Management, LLC
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Certior Financial Group, Llc
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Glen Eagle Advisors, LLC
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Ironwood Wealth Management, LLC.
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|
FF Advisors,LLC
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Joseph Group Capital Management
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Pillar Financial Advisors, LLC
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NorthRock Partners, LLC
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Diversified Enterprises, LLC
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SYM FINANCIAL Corp
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Charles Schwab Trust Co
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Gemmer Asset Management LLC
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Pnc Financial Services Group, Inc.
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Empirical Asset Management, LLC
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Tower Research Capital LLC (TRC)
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Benjamin Edwards Inc
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Capital Investment Advisory Services, LLC
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|
Yoffe Investment Management, LLC
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Larson Financial Group LLC
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HORAN Wealth, LLC
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Kilter Group LLC
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Russell Investments Group, Ltd.
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Brightwater Advisory LLC
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Koshinski Asset Management, Inc.
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JDM Financial Group LLC
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Walter & Keenan Financial Consulting Co /mi/ /adv
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Hurley Capital, LLC
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TCTC Holdings, LLC
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|
Clal Insurance Enterprises Holdings Ltd
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Stratos Wealth Partners, LTD.
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|
GHP Investment Advisors, Inc.
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|
Glenmede Investment Management, LP
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Pittenger & Anderson Inc
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Balboa Wealth Partners
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Sebold Capital Management, Inc.
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CX Institutional
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PDS Planning, Inc
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Godsey & Gibb Associates
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VisionPoint Advisory Group, LLC
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Strategic Blueprint, LLC
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Clune & Associates, Ltd.
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Franklin Resources Inc
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Geometric Wealth Advisors
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Anchor Investment Management, LLC
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American Investment Services, Inc.
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Horrell Capital Management, Inc.
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ETF Store, Inc.
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Coastwise Capital Group, LLC
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Cardiff Park Advisors, Llc
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Ausdal Financial Partners, Inc.
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Vise Technologies, Inc.
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Pine Haven Investment Counsel, Inc
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Evermay Wealth Management Llc
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Jackson Creek Investment Advisors LLC
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Bank of New York Mellon Corp
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Wood Tarver Financial Group, LLC
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Sequoia Financial Advisors, LLC
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Armor Investment Advisors, LLC
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Koesten, Hirschmann & Crabtree, INC.
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Grimes & Company, Inc.
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Johnson Bixby & Associates, LLC
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Natixis Advisors, L.p.
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SimpliFi, Inc.
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SWYNX - SCHWAB CAPITAL TRUST - Schwab Target 2060 Index Fund
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CAP Partners, LLC
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Cobblestone Capital Advisors Llc /ny/
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Brown, Lisle/cummings, Inc.
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EP Wealth Advisors, Inc.
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Ritholtz Wealth Management
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Guardian Financial Partners, LLC
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LPL Financial LLC
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Brighton Jones Llc
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Ritter Daniher Financial Advisory LLC / DE
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Tower View Investment Management & Research LLC
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Whittier Trust Co Of Nevada Inc
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Orgel Wealth Management, LLC
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RKL Wealth Management LLC
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Hardin Capital Partners, LLC
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Investors Research Corp
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Plum Street Advisors, LLC
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Cheviot Value Management, LLC
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Elwood & Goetz Wealth Advisory Group, LLC
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Orion Portfolio Solutions, LLC
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West Paces Advisors Inc.
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Holistic Financial Partners
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Buckingham Strategic Partners
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ZynergyRetirementPlanningLLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Congress Wealth Management LLC / DE /
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Texas Yale Capital Corp.
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Sentinus, LLC
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Sheets Smith Wealth Management
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Jane Street Group, Llc
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Advisor Group Holdings, Inc.
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Guardian Wealth Advisors, LLC
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Bell Investment Advisors, Inc
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First Horizon Advisors, Inc.
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Soltis Investment Advisors LLC
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Courage Miller Partners, LLC
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Ancora Advisors, LLC
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HC Advisors, LLC
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Maryland Capital Advisors Inc.
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Integrated Wealth Concepts LLC
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FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class
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Appleton Partners Inc/ma
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Gradient Capital Advisors, LLC
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AE Wealth Management LLC
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North Star Asset Management Inc
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Pure Portfolios Holdings Llc
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Nbt Bank N A /ny
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Horan Capital Advisors, LLC.
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TPG Advisors LLC
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Geneos Wealth Management Inc.
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Game Plan Financial Advisors, LLC
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Whipplewood Advisors, LLC
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Clearview Wealth Advisors LLC
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Armbruster Capital Management, Inc.
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Adviser Investments LLC
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Fairway Financial, LLC
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Seneca Financial Advisors LLC
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Orcam Financial Group
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UBS Group AG
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SWS Partners
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Abacus Planning Group, Inc.
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Sightline Wealth Advisors, LLC
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Qube Research & Technologies Ltd
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Csenge Advisory Group
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Parkshore Wealth Management, Inc.
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New Republic Capital, LLC
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Tiaa Trust, National Association
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Alliance Wealth Management Group
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WFA of San Diego, LLC
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Stonekeep Investments, LLC
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Fortis Capital Advisors, LLC
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Glass Jacobson Investment Advisors llc
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Waterford Advisors, LLC
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CRA Financial Services, LLC
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Upper Left Wealth Management, LLC
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Savvy Advisors, Inc.
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Total Investment Management Inc
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TCG Advisory Services, LLC
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Bleakley Financial Group, LLC
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Clay Northam Wealth Management, LLC
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Passive Capital Management, LLC.
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JMG Financial Group, Ltd.
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Allworth Financial LP
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Retirement Planning Group
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Moneta Group Investment Advisors Llc
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Global Financial Private Client, LLC
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|
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund
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Group One Trading, L.p.
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Integrity Alliance, Llc.
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Sachetta, LLC
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Falcon Wealth Planning
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Cetera Investment Advisers
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|
Milestone Investment Advisors LLC
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Cascade Financial Partners, LLC
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Gill Capital Partners, Llc
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Plancorp, LLC
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Ifrah Financial Services, Inc.
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Carter Financial Group, INC.
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Creative Planning
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Opus Capital Group, LLC
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Prudent Investors Network
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Bogart Wealth, LLC
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|
Veridan Wealth LLC
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|
Capital Planning LLC
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|
Breakwater Investment Management
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|
Reston Wealth Management Llc
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|
APCM Wealth Management for Individuals
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|
Parallel Advisors, LLC
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|
North Forty Two & Co.
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|
International Assets Investment Management, Llc
|
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|
Oxford Financial Group Ltd
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|
Visionary Wealth Advisors
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|
Bailard, Inc.
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|
Breed's Hill Capital LLC
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Winthrop Capital Management, LLC
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|
Procyon Private Wealth Partners, LLC
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|
Friedenthal Financial
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|
Coston, McIsaac & Partners
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CoreCap Advisors, LLC
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|
Rebalance, Llc
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|
Rehmann Capital Advisory Group
|
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|
|
Morgan Stanley
|
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|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
SWG1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Growth Portfolio
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
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|
|
|
|
Independence Bank of Kentucky
|
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|
Vermillion Wealth Management, Inc.
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|
Tempus Wealth Planning, LLC
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Versant Capital Management, Inc
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Sollinda Capital Management LLC
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Rappaport Reiches Capital Management, LLC
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Callan Capital, LLC
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Diversified Portfolios, Inc.
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Paragon Private Wealth Management, LLC
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Bellevue Asset Management, Llc
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|
Kiley Juergens Wealth Management, Llc
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Emerald Advisors, LLC
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Ignite Planners, LLC
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Bellwether Advisors, LLC
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Ronald Blue Trust, Inc.
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Advisory Alpha, LLC
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Aspiring Ventures, LLC
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Retirement Guys Formula Llc
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Element Wealth, LLC
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Glaxis Capital Management, LLC
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Ballast, Inc.
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Cooper/haims Advisors, Llc
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Cresset Asset Management, LLC
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|
Sigma Planning Corp
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|
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|
Hollencrest Capital Management
|
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|
Arcataur Capital Management LLC
|
|
|
|
|
|
Fortis Capital Management LLC
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|
|
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares
|
|
|
|
|
|
Westmount Partners, LLC
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Dorsey & Whitney Trust CO LLC
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UMA Financial Services, Inc.
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Fort Point Capital Partners LLC
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|
Meeder Advisory Services, Inc.
|
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|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Wooster Corthell Wealth Management, Inc.
|
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|
