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Omega Financial Group, LLC
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Nwam Llc
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JPL Wealth Management, LLC
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BKD Wealth Advisors, LLC
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Vanguard Group Inc
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MBE Wealth Management, LLC
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Envestnet Portfolio Solutions, Inc.
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Raymond James Financial Inc
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Wolff Financial Management Llc
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Contravisory Investment Management, Inc.
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Fmr Llc
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Graney & King, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Pinnacle Financial Partners Inc
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Cobblestone Capital Advisors Llc /ny/
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North Star Asset Management Inc
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Ausdal Financial Partners, Inc.
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Holistic Planning, LLC
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Holderness Investments Co
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Russell Investments Group, Ltd.
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First Trust Advisors Lp
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Spire Wealth Management
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Carolina Wealth Advisors, LLC
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HHM Wealth Advisors, LLC
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MidWestOne Financial Group, Inc.
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Tompkins Financial Corp
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Blue Bell Private Wealth Management, Llc
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Paladin Advisory Group, LLC
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Nbc Securities, Inc.
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Busey Wealth Management
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Evergreen Advisors, LLC
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Ritter Daniher Financial Advisory LLC / DE
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LaSalle St. Investment Advisors, LLC
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Clearwater Capital Advisors, LLC
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Skopos Labs, Inc.
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Northeast Financial Consultants Inc
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Madison Park Capital Advisors, LLC
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Coordinated Financial Services, Inc.
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Disciplined Investors, L.L.C.
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Heartwood Wealth Advisors LLC
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Larson Financial Group LLC
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Relyea Zuckerberg Hanson LLC
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Great Valley Advisor Group, Inc.
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IronBridge Private Wealth, LLC
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Heritage Wealth Advisors
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Boltwood Capital Management
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Pacific Asset Management, LLC
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Bishop & Co Investment Management, LLC
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Essex LLC
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Ameriprise Financial Inc
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Trinity Financial Advisors LLC
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Peapack Gladstone Financial Corp
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Wrenne Financial Planning LLC
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49 Wealth Management, Llc
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Trust Co Of Vermont
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Aspen Capital Management, LLC
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TCG Advisory Services, LLC
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Cooper/haims Advisors, Llc
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RKL Wealth Management LLC
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Facet Wealth, Inc.
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Westside Investment Management, Inc.
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Kilter Group LLC
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Focus Financial Network, Inc.
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Power Wealth Management Llc
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Alpha Cubed Investments, LLC
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Werba Rubin Papier Wealth Management
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Fountainhead AM, LLC
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Axxcess Wealth Management, Llc
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Washington Trust Advisors, Inc.
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Smart Portfolios, LLC
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Syntax Research, Inc.
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Lakeridge Wealth Management LLC
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Pathway Financial Advisors LLC
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BlueSky Wealth Advisors, LLC
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Accel Wealth Management
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MADDEN SECURITIES Corp
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Western Pacific Wealth Management, LP
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Carrera Capital Advisors
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Leeward Financial Partners, LLC
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Savant Capital, LLC
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Crewe Advisors LLC
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Highline Wealth Partners Llc
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Brio Consultants, LLC
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Appleton Partners Inc/ma
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Three Bridge Wealth Advisors, LLC
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waypoint wealth counsel
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Paradigm, Strategies in Wealth Management, LLC
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Fairway Wealth LLC
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SRS Capital Advisors, Inc.
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Gradient Capital Advisors, LLC
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Legacy Private Trust Co.
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Friedenthal Financial
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Wells Fargo & Company/mn
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Certified Advisory Corp
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Cullen/frost Bankers, Inc.
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Milestone Investment Advisors LLC
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BlackRock, Inc.
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My Personal CFO, LLC
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PrairieView Partners, LLC
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Financial Synergies Wealth Advisors, Inc.
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Ogorek Anthony Joseph /ny/ /adv
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Syon Capital Llc
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Wealthcare Advisory Partners LLC
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Sound Income Strategies, LLC
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Oldfather Financial Services, LLC
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Orgel Wealth Management, LLC
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Signature Estate & Investment Advisors Llc
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Flower City Capital
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Smith, Salley & Associates
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Highland Capital Management, Llc
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ORG Wealth Partners, LLC
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Oarsman Capital, Inc.
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Johnson Investment Counsel Inc
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Indiana Trust & Investment Management CO
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Zrc Wealth Management, Llc
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CFS Investment Advisory Services, LLC
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Envestnet Asset Management Inc
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Armor Investment Advisors, LLC
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Huntington National Bank
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Valpey Financial Services, LLC
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Koshinski Asset Management, Inc.
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Tfo-tdc, Llc
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Shakespeare Wealth Management, Inc.
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Commerce Bank
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Ascension Capital Advisors, Inc.
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Janney Montgomery Scott LLC
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Brickley Wealth Management
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Cliftonlarsonallen Wealth Advisors, Llc
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Mission Wealth Management, Lp
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Ignite Planners, LLC
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Truepoint, Inc.
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Gerber Kawasaki Wealth & Investment Management
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Mill Creek Capital Advisors, LLC
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Rockefeller Capital Management L.P.
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Colony Group, LLC
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Brandywine Oak Private Wealth Llc
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Garrett Investment Advisors LLC
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Monticello Wealth Management, Llc
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Rocky Mountain Advisers, Llc
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Veridan Wealth LLC
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Tiaa Trust, National Association
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Single Point Partners, LLC
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FDx Advisors, Inc.
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Family Legacy Financial Solutions, LLC
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Massachusetts Financial Services Co /ma/
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Sage Financial Group Inc
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SWYAX - SCHWAB CAPITAL TRUST - Schwab Target 2010 Index Fund
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Procyon Private Wealth Partners, LLC
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Fairway Financial, LLC
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Concurrent Investment Advisors, LLC
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Coastwise Capital Group, LLC
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Blume Capital Management, Inc.
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Marshall & Sullivan Inc /wa/
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Cambridge Capital Management, Llc
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Laffer Investments
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Adamsbrown Wealth Consultants Llc
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Lbmc Investment Advisors, Llc
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Wood Tarver Financial Group, LLC
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Nicholas Hoffman & Company, LLC.
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Jentner Corp
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Kestra Advisory Services, LLC
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Arbor Trust Wealth Advisors, Llc
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Oppenheimer & Co Inc
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Benjamin Edwards Inc
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Riversedge Advisors, Llc
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Everhart Financial Group, Inc.
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We Are One Seven, LLC
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Noble Family Wealth, LLC
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Ballentine Partners, LLC
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Seek First Inc.
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Elser Financial Planning, Inc
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Destination Wealth Management
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YHB Investment Advisors, Inc.
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Captrust Financial Advisors
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Wealth Preservation Advisors, LLC
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Embree Financial Group
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Voisard Asset Management Group, Inc.
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Coordinated Financial Services, Inc./CO
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Ridgewood Investments LLC
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Principal Securities, Inc.
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Prudent Man Investment Management, Inc.
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Park Avenue Securities Llc
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Urban Financial Advisory Corp
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Darrow Company, Inc.
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TruNorth Capital Management, LLC
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Quest 10 Wealth Builders, Inc.
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Winthrop Capital Management, LLC
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JB Capital LLC
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Mather Group, Llc.
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Sherwood Financial Partners, LLC
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Cary Street Partners Financial Llc
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Mercer Global Advisors Inc /adv
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Cetera Investment Advisers
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Paragon Capital Management Ltd
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North Star Investment Management Corp.
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Hengehold Capital Management Llc
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Index Fund Advisors, Inc.
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Smartleaf Asset Management LLC
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Asset Allocation Strategies LLC
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Fca Corp /tx
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Kayne Anderson Rudnick Investment Management Llc
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Five Oceans Advisors
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XY Planning Network, Inc.
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Phillips Financial Management, Llc
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Goldstein Advisors, LLC
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Canvas Wealth Advisors, LLC
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Astra Wealth Partners LLC
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Keener Financial Planning LLC
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Charles Schwab Trust Co
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Evolution Advisers, Inc.
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Pacitti Group Inc.
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Schoolcraft Capital LLC
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Axos Invest Inc.
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Advisors Capital Management, LLC
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Attessa Capital LLC
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Main Street Financial Solutions, LLC
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Krilogy Financial LLC
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SWG1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Growth Portfolio
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Lionshead Wealth Management, LLC
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Boyd Wealth Management, LLC
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Annis Gardner Whiting Capital Advisors, LLC
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Aspen Investment Management Inc
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Beaird Harris Wealth Management, LLC
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Creative Planning
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Archer Investment Corp
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MONECO Advisors, LLC
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Bush Investment Group, Llc
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Northwest Capital Management Inc
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Aspen Grove Capital, LLC
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Center for Financial Planning, Inc.
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Enclave Advisors LLC
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Lavaca Capital Llc
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Davies Financial Advisors, Inc.
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Bank of New York Mellon Corp
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Kickstand Ventures, Llc.
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CRA Financial Services, LLC
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25 Llc
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Galvin, Gaustad & Stein, LLC
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LifePlan Investment Advisors, Inc.
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Coldstream Capital Management Inc
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Salomon & Ludwin, LLC
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Us Bancorp \de\
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Glass Jacobson Investment Advisors llc
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Diversified Trust Co
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SWYLX - SCHWAB CAPITAL TRUST - Schwab Target 2020 Index Fund
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Bessemer Group Inc
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Steel Peak Wealth Management LLC
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Capital Analysts, Inc.
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OMNI 360 Wealth, Inc.
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BOS Asset Management, LLC
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Foundations Investment Advisors, LLC
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APCM Wealth Management for Individuals
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NorthRock Partners, LLC
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NewSquare Capital LLC
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Beacon Capital Management, LLC
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Crowley Wealth Management, Inc.
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Integrity Financial Corp /WA
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RCS Financial Planning, LLC
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Nemes Rush Group LLC
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GM Advisory Group, Inc.
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Camden Capital, LLC
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Vise Technologies, Inc.
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Broadleaf Partners, LLC
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Worth Asset Management, LLC
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Tritonpoint Wealth, Llc
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Lion Street Advisors, LLC
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Financial Management Professionals, Inc.
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Brown Advisory Inc
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Pallas Capital Advisors LLC
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Ancora Advisors, LLC
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Silver Oak Advisory Group, Inc.
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Integrated Advisors Network LLC
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Well Done, LLC
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Strategic Equity Management
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Iron Financial, LLC
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Valley National Advisers Inc
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Main Street Research LLC
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Northwestern Mutual Wealth Management Co
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Richardson Capital Management LLC
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ZynergyRetirementPlanningLLC
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Clal Insurance Enterprises Holdings Ltd
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North Forty Two & Co.
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Allworth Financial LP
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Moisand Fitzgerald Tamayo, LLC
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Investment Advisory Group, LLC
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Bellwether Advisors, LLC
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May Hill Capital, LLC
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Colonial Trust Co / SC
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Shearwater Capital LLC
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ORG Partners LLC
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Merit Financial Group, LLC
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Stokes Family Office, LLC
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Gpwm Llc
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Geneos Wealth Management Inc.
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Wooster Corthell Wealth Management, Inc.
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Oppenheimer Asset Management Inc.
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Ballast Advisors Llc
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Regions Financial Corp
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Valued Retirements, Inc.
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Grimes & Company, Inc.
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Sand Hill Global Advisors, LLC
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Sage Rhino Capital Llc
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GSB Wealth Management, LLC
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Plancorp, LLC
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Arvest Investments, Inc.
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Heritage Investors Management Corp
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MidAtlantic Capital Management, Inc.
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Sylvest Advisors, LLC
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Susquehanna International Group, Llp
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Capital Advantage, Inc.
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Klingman & Associates, LLC
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Traction Financial Partners, LLC
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Quantinno Capital Management LP
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LJI Wealth Management, LLC
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Reston Wealth Management Llc
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Miracle Mile Advisors, LLC
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Myecfo, Llc
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Klingenstein Fields & Co Lp
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Arkansas Financial Group, Inc.
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Warren Averett Asset Management, LLC
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Sittner & Nelson, Llc
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RFG Advisory, LLC
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SWS Partners
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Sigma Planning Corp
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Essex Savings Bank
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Umb Bank N A/mo
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Oxford Financial Group Ltd
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Chicago Partners Investment Group LLC
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Addison Advisors LLC
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MAI Capital Management
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Victrix Investment Advisors
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Guardian Wealth Advisors, Llc / Nc
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GeoWealth Management, LLC
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Seneca Financial Advisors LLC
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Lyell Wealth Management, Lp
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SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio
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Quent Capital, LLC
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Jpmorgan Chase & Co
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CX Institutional
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National Bank Of Canada /fi/
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ProVise Management Group, LLC
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Pinnacle Associates Ltd
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Foster & Motley Inc
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LVW Advisors, LLC
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CAP Partners, LLC
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Atria Investments Llc
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Mayflower Financial Advisors, LLC
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Fiduciary Trust Co
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HCR Wealth Advisors
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Pure Financial Advisors, Inc.
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Wade Financial Advisory, Inc
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Catalytic Wealth RIA, LLC
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Plante Moran Financial Advisors, LLC
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CWC Advisors, LLC.
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Old National Bancorp /in/
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Northstar Group, Inc.
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Harbor Investment Advisory, Llc
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Colton Groome Financial Advisors, Llc
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Keel Point, LLC
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Barden Capital Management, Inc.
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Colorado Capital Management, Inc.
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Von Berge Wealth Management Group, LLC
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Keystone Wealth Services, LLC
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RHS Financial, LLC
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Global Retirement Partners, LLC
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Vision Capital Management, Inc.
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SJA Financial Advisory, LLC
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Fielder Capital Group LLC
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Watershed Private Wealth Llc
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Providence Capital Advisors, LLC
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Lifeworks Advisors, LLC
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Comprehensive Money Management Services LLC
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Black Cypress Capital Management, LLC
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AllSquare Wealth Management LLC
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Boston Trust Walden Corp
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PFG Investments, LLC
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Sprinkle Financial Consultants LLC
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SWC1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced with Growth Portfolio
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Concord Wealth Partners
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Garrison Point Advisors, Llc
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Change Path, LLC
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Howard Financial Services, Ltd.
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Liberty Capital Management, Inc.
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EWG Elevate Inc.
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Tradewinds Capital Management, LLC
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Gemmer Asset Management LLC
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Group One Trading, L.p.
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FSM Wealth Advisors, LLC
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Hutchinson Capital Management/ca
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Sunburst Financial Group, LLC
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Fortitude Family Office, LLC
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Vivaldi Capital Management, LLC
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AlphaCore Capital LLC
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Balanced Wealth Group Llc
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Rialto Wealth Management, LLC
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Financial Freedom, LLC
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RMG Wealth Management LLC
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Journey Strategic Wealth Llc
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Modus Advisors, LLC
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Patriot Investment Management Inc.
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Strategic Family Wealth Counselors, L.L.C.
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Keybank National Association/oh
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Linscomb & Williams, Inc.
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Advisory Services Network, LLC
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Goldman Sachs Group Inc
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NDVR, Inc.
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Seacrest Wealth Management, Llc
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Signaturefd, Llc
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Parkshore Wealth Management, Inc.
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Exchange Traded Concepts, Llc
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Silvercrest Asset Management Group Llc
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Callan Capital, LLC
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Forum Financial Management, LP
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United Capital Financial Advisers, Llc
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St Germain D J Co Inc
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Thompson Investment Management, Inc.
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Cahill Financial Advisors Inc
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Fagan Associates, Inc.
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Marshall Financial Group Inc /adv
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Rps Advisory Solutions Llc
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Elios Financial Group Inc.
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Creative Financial Designs Inc /adv
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Aberdeen Wealth Management LLC
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Ashton Thomas Private Wealth, LLC
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Chapman Financial Group, Llc
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North Ridge Wealth Advisors, Inc.
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Blue Zone Wealth Advisors, LLC
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Fifth Third Bancorp
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Madison Asset Management, LLC
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Quadrant Private Wealth Management, LLC
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Old Point Trust & Financial Services N A
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Mesirow Financial Investment Management, Inc.
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Hillcrest Wealth Advisors - NY, LLC
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SOL Capital Management CO
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Apollon Wealth Management, LLC
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Wealthcare Capital Management Llc
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Hemington Wealth Management
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Allen Capital Group, LLC
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Chesapeake Wealth Management
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Fifth Third Securities, Inc.
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TPG Advisors LLC
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Advisory Alpha, LLC
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Islay Capital Management, Llc
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Capital Investment Advisory Services, LLC
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Alesco Advisors Llc
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Rehmann Capital Advisory Group
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Tower View Investment Management & Research LLC
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Financial Engines Advisors L.L.C.
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Keeler & Nadler Financial Planning & Wealth Management
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Jfs Wealth Advisors, Llc
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Promus Capital, LLC
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Transce3nd, LLC
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Red Cedar Investment Management, Llc
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Wealthspire Advisors, LLC
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Blueprint Financial Advisors LLC
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WealthPlan Investment Management, LLC
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Peak Asset Management, LLC
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Oak Family Advisors, Llc
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Flow Traders U.s. Llc
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Atlas Capital Advisors Llc
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Bradley Foster & Sargent Inc/ct
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Monograph Wealth Advisors, Llc
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Summit Trail Advisors, Llc
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Sachetta, LLC
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Independent Solutions Wealth Management, LLC
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Evanson Asset Management, LLC
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Ifrah Financial Services, Inc.
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Hancock Whitney Corp
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Jacobs & Co/ca
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Ironwood Investment Counsel, LLC
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Capital Investment Advisors, LLC
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Athena Investment Management
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Marathon Strategic Advisors, LLC
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Sound View Wealth Advisors Group, LLC
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Legacy Bridge, LLC
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Pillar Financial Advisors, LLC
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Dunhill Financial, LLC
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Blair William & Co/il
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Private Wealth Management Group, LLC
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Schwerin Boyle Capital Management Inc
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Radnor Capital Management, LLC
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Kathmere Capital Management, LLC
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Rollins Financial Advisors, LLC
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Equita Financial Network, Inc.
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Gleason Group, Inc.
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Bensler, LLC
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Brady Martz Wealth Solutions, LLC
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Country Club Bank /gfn
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Cambridge Investment Research Advisors, Inc.
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BlueStem Wealth Partners, LLC
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TD Waterhouse Canada Inc.
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Clarius Group, LLC
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Bank of New Hampshire
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Foster Group, Inc.
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Morton Brown Family Wealth, LLC
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Brighton Jones Llc
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Mml Investors Services, Llc
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Vantage Financial Partners, LLC
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Accredited Wealth Management, LLC
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FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
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|
|
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|
Moser Wealth Advisors, LLC
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|
Capital Planning LLC
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|
SWYMX - SCHWAB CAPITAL TRUST - Schwab Target 2050 Index Fund
|
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|
Stark Wealth Management LLC
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|
C M Bidwell & Associates Ltd
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Key FInancial Inc
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Beacon Bridge Wealth Partners, LLC
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Peterson Wealth Advisors, LLC
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Parallel Advisors, LLC
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Wernau Asset Management Inc.
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Hanson & Doremus Investment Management
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Freestate Advisors LLC
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Legend Financial Advisors, Inc.
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Primoris Wealth Advisors, Llc
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SWYJX - SCHWAB CAPITAL TRUST - Schwab Target 2055 Index Fund
|
|
|
|
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|
Kingstone Capital Partners Texas, LLC
|
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|
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|
SWYGX - SCHWAB CAPITAL TRUST - Schwab Target 2040 Index Fund
|
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|
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|
Manuka Financial, LLC
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|
Greenline Partners, LLC
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Tribridge Partners Financial LLC
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Citizens Financial Group Inc/ri
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Freestone Capital Holdings, LLC
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Conquis Financial Llc
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Kcm Investment Advisors Llc
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|
Market Street Wealth Management Advisors Llc
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EverSource Wealth Advisors, LLC
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Capital Advisors Inc/ok
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Chilton Capital Management Llc
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Franklin Resources Inc
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Accretive Wealth Partners, LLC
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Kovitz Investment Group Partners, LLC
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West Branch Capital LLC
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Financial Consulate, Inc
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Strategic Wealth Partners, Ltd.
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Towercrest Capital Management
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Sapient Capital Llc
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Whittier Trust Co
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Tudor Financial Inc.
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Matrix Trust Co
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First Community Trust Na
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|
Advisory Resource Group
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Castle Wealth Management Llc
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Summit Asset Management, LLC
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Baird Financial Group, Inc.
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Bristlecone Advisors, LLC
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Meridian Wealth Management, LLC
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|
U.S. Capital Wealth Advisors, LLC
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Tradition Wealth Management, LLC
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Stewardship Advisors, LLC
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Canopy Partners, LLC
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D.B. Root & Company, LLC
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Cascade Financial Partners, LLC
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|
Burt Wealth Advisors
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|
Segall Bryant & Hamill, Llc
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Rede Wealth, LLC
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Warner Financial, Inc
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Opus Capital Group, LLC
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IHT Wealth Management, LLC
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Goelzer Investment Management, Inc.
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Savvy Advisors, Inc.
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Cornerstone Wealth Group, LLC
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FF Advisors,LLC
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|
Howe & Rusling Inc
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Scott Capital Advisors, LLC
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True North Advisors, LLC
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Hazlett, Burt & Watson, Inc.
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|
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class
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|
CWA Asset Management Group, LLC
|
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|
Fairview Capital Investment Management, Llc
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|
Robbins Farley Llc
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|
Econ Financial Services Corp
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|
Kiley Juergens Wealth Management, Llc
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|
Aviance Capital Partners, LLC
|
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Breakwater Investment Management
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|
Hill Island Financial Llc
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Invst, LLC
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Jacobi Capital Management LLC
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Family Investment Center, Inc.
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MorganRosel Wealth Management, LLC
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Phil A. Younker & Associates, Ltd.
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Christopher J. Hasenberg, Inc
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Private Advisor Group, LLC
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Private Wealth Asset Management, LLC
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|
SWYDX - SCHWAB CAPITAL TRUST - Schwab Target 2025 Index Fund
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|
|
|
|
|
Avion Wealth
|
|
|
|
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|
Assetmark, Inc
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Aegis Wealth Management LLC
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Financial Advisory Service, Inc.
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Mariner, LLC
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Asset Dedication, LLC
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Smithfield Trust Co
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Triad Wealth Partners, LLC
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|
HORAN Wealth, LLC
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|
Mairs & Power Inc
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Farther Finance Advisors, LLC
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Badgley Phelps Wealth Managers, LLC
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BEAM Asset Management, LLC
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Baldwin Investment Management, LLC
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Lowe Wealth Advisors, LLC
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Orion Capital Management LLC
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Fairman Group, LLC
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Cabot Wealth Management Inc
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Evensky & Katz LLC
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Lutz Financial Services LLC
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PDS Planning, Inc
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David Wealth Management LLC
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Modera Wealth Management, LLC
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Argent Trust Co
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New England Private Wealth Advisors LLC
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FLC Capital Advisors
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UBS Group AG
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Verus Wealth Management, Llc
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Acorn Wealth Advisors, LLC
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Jones Financial Companies Lllp
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Hamilton Point Investment Advisors, LLC
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Vernal Point Advisors, LLC
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Brand Asset Management Group, Inc.
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Tidemark, LLC
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Gutierrez Wealth Advisory, LLC
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Koss-Olinger Consulting, LLC
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Horan Capital Advisors, LLC.
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Madison Wealth Partners, Inc
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Oak Harbor Wealth Partners, Llc
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Royal Bank Of Canada
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Armbruster Capital Management, Inc.
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Capital Performance Advisors Llp
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Dakota Wealth Management
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American Investment Services, Inc.
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Clark Asset Management, LLC
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Fund Evaluation Group, LLC
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ETF Store, Inc.
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Roble, Belko & Company, Inc
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Davis Capital Management
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Pioneer Wealth Management Group
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McIlrath & Eck, LLC
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Mayfair Advisory Group, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Ritholtz Wealth Management
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Cynosure Management, Llc
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Coppell Advisory Solutions LLC
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Tsfg, Llc
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Brightwater Advisory LLC
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BCK Partners, Inc.
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Boyer & Corporon Wealth Management, LLC
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Pin Oak Investment Advisors Inc
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HBK Sorce Advisory LLC
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Northwest Quadrant Wealth Management, LLC
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Soltis Investment Advisors LLC
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Atlantic Edge Private Wealth Management, LLC
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Lee Financial Co
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Wealth Architects, LLC
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Platform Technology Partners
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Sequoia Financial Advisors, LLC
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Vista Wealth Management Group, LLC
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IAG Wealth Partners, LLC
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Upper Left Wealth Management, LLC
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Rossmore Private Capital
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Aptus Capital Advisors, LLC
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Congress Wealth Management LLC / DE /
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Morgan Stanley
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Code Waechter LLC
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SYM FINANCIAL Corp
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Keyvantage Wealth, Llc
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Access Financial Services, Inc.
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Exencial Wealth Advisors, Llc
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Hoey Investments, Inc
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Port Capital LLC
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Private Trust Co Na
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Aire Advisors, Llc
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OCIO - ETF Series Solutions - ClearShares OCIO ETF
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Roundview Capital LLC
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Whittier Trust Co Of Nevada Inc
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Macroview Investment Management Llc
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Grant Street Asset Management, Inc.
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Uptown Financial Advisors LLC
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Bell Investment Advisors, Inc
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Wescott Financial Advisory Group, LLC
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SigFig Wealth Management, LLC
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City Holding Co
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Wagner Wealth Management, Llc
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Rebalance, Llc
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SILVER OAK SECURITIES, Inc
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Weik Capital Management
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Leverty Financial Group, LLC
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Delta Financial Group, Inc.
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Vista Capital Partners, Inc.
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Betterment LLC
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REDW Wealth LLC
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Flagship Harbor Advisors, Llc
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Whitcomb & Hess, Inc.
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Intelligence Driven Advisers, LLC
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Operose Advisors LLC
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West Financial Advisors, LLC
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Redhawk Wealth Advisors, Inc.
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Front Row Advisors LLC
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Plum Street Advisors, LLC
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Stone Point Wealth LLC
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Ironwood Wealth Management, LLC.
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Arbor Capital Management Inc /adv
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Kelman-Lazarov, Inc.
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Persium Advisors, LLC
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West Oak Capital, LLC
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HB Wealth Management, LLC
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Marshall Financial Group LLC
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Motive Wealth Advisors
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Zhang Financial LLC
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Blueprint Investment Partners LLC
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Capstone Wealth Management Group LLC
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Neuberger Berman Group LLC
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Tocqueville Asset Management L.p.
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Rossby Financial, LCC
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SWYFX - SCHWAB CAPITAL TRUST - Schwab Target 2035 Index Fund
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Barnes Pettey Financial Advisors, Llc
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GW&K Investment Management, LLC
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Ironsides Asset Advisors, LLC
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GAMMA Investing LLC
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First Horizon Advisors, Inc.
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Christensen, King & Associates Investment Services, Inc.
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Aspiring Ventures, LLC
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Johnson Financial Group, Inc.
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Lloyd Advisory Services, LLC.
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Family Wealth Group, LLC
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Affinity Capital Advisors, LLC
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Hurley Capital, LLC
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Capital A Wealth Management, LLC
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NFP Retirement, Inc.
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Main Street Group, LTD
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Diversified Investment Strategies, LLC
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Bailard, Inc.
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Nelson Capital Management, LLC
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Brooklyn FI, LLC
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VCI Wealth Management LLC
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Golden State Wealth Management, LLC
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Prudent Investors Network
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Jackson Creek Investment Advisors LLC
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Ameritas Advisory Services, LLC
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Builder Investment Group Inc /adv
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Blue Investment Partners LLC
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Summit Financial, LLC
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Qrg Capital Management, Inc.
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GWM Advisors LLC
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Joule Financial, LLC
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Brookstone Capital Management
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Palisade Asset Management, LLC
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Integrity Alliance, Llc.
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Comerica Bank
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Pineridge Advisors LLC
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Morris Financial Concepts, Inc.
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JFG Wealth Management, LLC
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Annex Advisory Services, LLC
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Cannon Wealth Management Services, LLC
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Cresset Asset Management, LLC
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Birchbrook, Inc.
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Laurel Wealth Advisors LLC
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Raub Brock Capital Management LP
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Manning & Napier Advisors Llc
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MeadowBrook Investment Advisors LLC
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Passive Capital Management, LLC.
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Rsm Us Wealth Management Llc
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UMA Financial Services, Inc.
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Potentia Wealth
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Meridian Investment Counsel Inc.
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CI Private Wealth, LLC
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Bleakley Financial Group, LLC
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Qube Research & Technologies Ltd
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City State Bank
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Holistic Financial Partners
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Westmount Partners, LLC
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CENTRAL TRUST Co
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L2 Asset Management, LLC
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RBA Wealth Management, LLC
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Pacific Capital Wealth Advisors, Inc
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Rappaport Reiches Capital Management, LLC
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Morse Asset Management, Inc
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Intergy Private Wealth, LLC
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Aspect Partners, LLC
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Ironwood Financial, llc
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Marquette Asset Management, LLC
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Parkside Advisors LLC
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Strategic Financial Concepts, LLC
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Kings Path Partners LLC
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Alliance Wealth Management Group
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Woodmont Investment Counsel Llc
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Forza Wealth Management, LLC
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Biltmore Family Office, LLC
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Tiemann Investment Advisors, Llc
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Capital Investment Counsel, LLC
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Planned Solutions, Inc.
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Whipplewood Advisors, LLC
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Robertson Stephens Wealth Management, LLC
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Valley Forge Investment Consultants Inc Adv
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Portside Wealth Group, LLC
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LFA - Lugano Financial Advisors SA
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Guardian Financial Partners, LLC
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Black Diamond Financial, LLC
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SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund
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Cornerstone Wealth Advisors, Inc.
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Act Wealth Management, Llc
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Continuum Advisory, LLC
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Sightline Wealth Advisors, LLC
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HC Advisors, LLC
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Austin Private Wealth, LLC
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Clearview Wealth Advisors LLC
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Bowman & Co S.C.
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Brown, Lisle/cummings, Inc.
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Atomi Financial Group, Inc.
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Westend Capital Management LLC
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Pflug Koory, LLC
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Advisor Group Holdings, Inc.
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Michael A. Dubis Financial Planning, LLC
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Capital Advisors, Ltd. LLC
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Twelve Points Wealth Management LLC
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Harbour Investments, Inc.
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BCS Wealth Management
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Evoke Wealth, Llc
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Cordant, Inc.
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Rainier Family Wealth Inc
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Wbh Advisory Inc
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Arq Wealth Advisors, Llc
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SageView Advisory Group, LLC
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Cardiff Park Advisors, Llc
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Global Financial Private Client, LLC
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Clear Investment Research, Llc
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Cambridge Advisors Inc.
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Traub Capital Management LLC
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Sterling Investment Advisors, Ltd.
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Valued Wealth Advisors LLC
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Global Wealth Strategies & Associates
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Jacobsen Capital Management
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American Trust
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Genesis Private Wealth, Llc
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Dynamic Advisor Solutions LLC
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HighMark Wealth Management LLC
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Rothschild Investment Llc
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Avalon Advisory Group
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Parkside Financial Bank & Trust
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Claro Advisors LLC
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Chesley Taft & Associates LLC
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Transcend Wealth Collective, Llc
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Founders Financial Securities Llc
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Seaside Wealth Management, Inc.
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Buckingham Strategic Partners
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Kohmann Bosshard Financial Services, LLC
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Stratos Wealth Advisors, LLC
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J.w. Cole Advisors, Inc.
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Landing Point Financial Group, LLC
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Condor Capital Management
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CoreCap Advisors, LLC
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Simplicity Wealth,LLC
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Nbt Bank N A /ny
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Security National Bank
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Tenret Co LLC
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New Republic Capital, LLC
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Elm Partners Management LLC
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Consilium Wealth Advisory, LLC
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Geometric Wealth Advisors
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Compass Financial Group, INC/SD
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Bangor Savings Bank
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Dorsey & Whitney Trust CO LLC
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Pnc Financial Services Group, Inc.
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Ronald Blue Trust, Inc.
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Moneywise, Inc.
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Smith Anglin Financial, LLC
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Revisor Wealth Management LLC
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Seed Wealth Management, Inc.
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Proffitt & Goodson Inc
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Blue Barn Wealth, LLC
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Spectrum Asset Management, Inc. (NB/CA)
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Sax Wealth Advisors, Llc
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Equitable Holdings, Inc.
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Prime Capital Investment Advisors, LLC
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Crescent Sterling, Ltd.
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Sage Financial Management Group, Inc.
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Lodestar Private Asset Management Llc
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|
SWYBX - SCHWAB CAPITAL TRUST - Schwab Target 2015 Index Fund
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Squarepoint Ops LLC
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Natixis Advisors, L.p.
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Peak Financial Management, Inc.
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Peachtree Investment Partners, LLC
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Wingate Wealth Advisors, Inc.
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Kerntke Otto McGlone Wealth Management Group
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MTM Investment Management, LLC
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|
Lowe Brockenbrough & Co Inc
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|
Td Private Client Wealth Llc
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Alpha Omega Wealth Management LLC
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|
Independent Advisor Alliance
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BIP Wealth, LLC
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Arkadios Wealth Advisors
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Cypress Wealth Services, LLC
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Moss Adams Wealth Advisors LLC
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Curio Wealth, Llc
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Fort Vancouver Investment Management, LLC
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|
Patten & Patten Inc/tn
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Firestone Capital Management
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BSW Wealth Partners
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Inlight Wealth Management, LLC
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MCF Advisors LLC
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McAdam, LLC
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|
Colonial Trust Advisors
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|
Atlantic Union Bankshares Corp
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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|
Meridian Financial, LLC
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Fonville Wealth Management LLC
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Sentinel Pension Advisors Inc
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Greenhouse Wealth Management, LLC
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Calton & Associates, Inc.
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|
SWYHX - SCHWAB CAPITAL TRUST - Schwab Target 2045 Index Fund
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|
Stephens Inc /ar/
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|
Signal Advisors Wealth, LLC
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|
Marietta Investment Partners Llc
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DiMeo Schneider & Associates, L.L.C.
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Duncan Williams Asset Management, LLC
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Becker Capital Management Inc
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|
VERITY Wealth Advisors
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|
Bartlett & Co. Wealth Management Llc
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|
CIBC Private Wealth Group, LLC
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|
Blossom Wealth Management
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L.m. Kohn & Company
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|
Friday Financial
|
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Jim Saulnier & Associates, Llc
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Sollinda Capital Management LLC
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Stifel Financial Corp
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Clarity Capital Advisors, LLC
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Awm Capital, Llc
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Granite Investment Partners, LLC
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Sandy Spring Bank
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Hartland & Co., LLC
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Brown Brothers Harriman & Co
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Spinnaker Investment Group, LLC
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N.E.W. Advisory Services LLC
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Hardin Capital Partners, LLC
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Nicolet Bankshares Inc
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Tactive Advisors, LLC
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Orion Portfolio Solutions, LLC
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Binnacle Investments Inc
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Evermay Wealth Management Llc
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Cwm, Llc
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Belpointe Asset Management LLC
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West Paces Advisors Inc.
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Bank Hapoalim Bm
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Coston, McIsaac & Partners
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Fmb Wealth Management
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Schwallier Wealth Management LLC
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St. Louis Trust Co
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Financial Perspectives, Inc
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Perigon Wealth Management, LLC
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Family Firm, Inc.
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TD Capital Management LLC
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Midwest Financial Group LLC
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IFP Advisors, Inc
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Astoria Portfolio Advisors LLC.
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Guardian Wealth Advisors, LLC
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CAPROCK Group, Inc.
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Kingswood Wealth Advisors, Llc
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Vident Advisory, LLC
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SOUTH STATE Corp
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Sage Mountain Advisors LLC
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Centaurus Financial, Inc.
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Diversified Portfolios, Inc.
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Mutual Advisors, LLC
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Johnson Bixby & Associates, LLC
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James J. Burns & Company, LLC
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Apriem Advisors
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Citadel Advisors Llc
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Mascagni Wealth Management, Inc.
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Glenmede Trust Co Na
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Lantern Wealth Advisors, LLC
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Lathrop Investment Management Corp
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TT Capital Management LLC
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SGL Investment Advisors, Inc.
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BIP Alliance, LLC
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Greenwood Gearhart Inc
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Meeder Advisory Services, Inc.
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Creekside Partners
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Blackhawk Capital Partners LLC.
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Jackson Hole Capital Partners, LLC
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James Investment Research Inc
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Fortis Capital Management LLC
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Tempus Wealth Planning, LLC
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Westbourne Investments, Inc.
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Costello Asset Management, INC
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Shared Vision Wealth Group LLC
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AMG National Trust Bank
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Bond & Devick Financial Network, Inc.
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Nestegg Advisors, Inc.
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Princeton Global Asset Management LLC
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LTG Capital LLC
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Nations Financial Group Inc, /ia/ /adv
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RMB Capital Management, LLC
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Marcum Wealth, LLC
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Cornerstone Planning Group LLC
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Stonekeep Investments, LLC
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Pandora Wealth, Inc.
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REAP Financial Group, LLC
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Glassman Wealth Services
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Grove Bank & Trust
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Acorn Financial Advisory Services Inc /adv
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Fortis Capital Advisors, LLC
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Gill Capital Partners, Llc
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Net Worth Advisory Group
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Lynch Asset Management, Inc.
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Sheets Smith Wealth Management
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Atria Wealth Solutions, Inc.
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Ameritas Investment Partners, Inc.
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Retirement Planning Group
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Inspire Advisors, LLC
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CVA Family Office, LLC
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TFC Financial Management
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Cerity Partners LLC
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Horrell Capital Management, Inc.
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Bridgewater Advisors Inc.
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Koesten, Hirschmann & Crabtree, INC.
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Wetherby Asset Management Inc
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Momentous Wealth Management, Inc.
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Investors Research Corp
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Mogy Joel R Investment Counsel Inc
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Arcadia Investment Advisors Llc
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Kearns & Associates LLC
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Revolve Wealth Partners, LLC
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Envision Financial LLC
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ORBA Wealth Advisors, L.L.C.
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Willis Johnson & Associates, Inc.
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Tower Research Capital LLC (TRC)
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Avantax Advisory Services, Inc.
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Beacon Capital Management, Inc.
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Angeles Wealth Management, Llc
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Evergreen Capital Management Llc
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Old Mission Capital Llc
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First Foundation Advisors
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Fortress Wealth Management, Inc.
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AE Wealth Management LLC
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Total Investment Management Inc
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Choate Investment Advisors
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Gillespie Robinson & Grimm Inc
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Cahaba Wealth Management, Inc.
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Murphy, Middleton, Hinkle & Parker, Inc.
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Texas Yale Capital Corp.
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Smallwood Wealth Investment Management, LLC
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Frazier Financial Advisors, LLC
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SWYNX - SCHWAB CAPITAL TRUST - Schwab Target 2060 Index Fund
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|
Lindbrook Capital, Llc
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Signature Resources Capital Management, LLC
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Jane Street Group, Llc
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Tru Independence Asset Management 2, Llc
|
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Villere St Denis J & Co Llc
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Libra Wealth Llc
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Drucker Wealth 3.0, LLC
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Csenge Advisory Group
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Global Trust Asset Management, LLC
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Sofos Investments, Inc.
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Symphony Financial, Ltd. Co.
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Bfsg, Llc
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JNBA Financial Advisors
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|
Long Island Wealth Management, Inc.
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Fiduciary Financial Group, Llc
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Summit Financial Strategies, Inc.
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Global Strategic Investment Solutions, LLC
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D.a. Davidson & Co.
|
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Balentine LLC
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Painted Porch Advisors LLC
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|
MBL Wealth, LLC
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Journey Beyond Wealth, LLC
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|
Visionary Wealth Advisors
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|
Archer Investment Management, LLC
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|
My Purposeful Wealth Corp.
|
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Barnes Dennig Private Wealth Management LLC
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|
Joseph P. Lucia & Associates, LLC
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Fort Point Capital Partners LLC
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Values Added Financial LLC
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|
Integral Investment Advisors, Inc.
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Solstein Capital, LLC
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Hughes Financial Services, LLC
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Pure Portfolios Holdings Llc
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Adviser Investments LLC
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Sei Investments Co
|
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Orcam Financial Group
|
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Godsey & Gibb Associates
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Curbstone Financial Management Corp
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Arcataur Capital Management LLC
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Regal Investment Advisors LLC
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Summit Wealth & Retirement Planning, Inc.
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Northern Trust Corp
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Bogart Wealth, LLC
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