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White & Co Financial Planning Inc
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Ethos Financial Group, LLC
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Assetmark, Inc
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Gould Asset Management Llc /ca/
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Presilium Private Wealth, Llc
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Anderson Hoagland & Co
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Cornerstone Investment Partners, LLC
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Papp L Roy & Associates
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Unison Advisors LLC
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Smith Anglin Financial, LLC
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Highview Capital Management LLC/DE/
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Bull Street Advisors, LLC
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McKinley Carter Wealth Services, Inc.
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Brinker Capital Investments, LLC
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Shore Point Advisors, LLC
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Zacks Investment Management
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Foster & Motley Inc
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Stephens Inc /ar/
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Yeomans Consulting Group, Inc.
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Clarus Group, Inc.
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Sachetta, LLC
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Sonata Capital Group Inc
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Liberty Square Wealth Partners Llc
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Atlas Capital Advisors Llc
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AdvisorNet Financial, Inc
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Platform Technology Partners
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Legacy Private Trust Co.
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Balentine LLC
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Mesirow Financial Investment Management, Inc.
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Riverbend Wealth Management, LLC
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Manhattan West Asset Management, LLC
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New Vernon Capital Holdings II LLC
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Accredited Investor Services, Llc
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BCS Wealth Management
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Signature Securities Group Corporation
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Wsfs Capital Management, Llc
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Sage Financial Management Group, Inc.
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Strive Asset Management, LLC
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Pathstone Holdings, LLC
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BIP Wealth, LLC
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West Michigan Advisors, Llc
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TFC Financial Management
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Country Trust Bank
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Private Capital Management Llc
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Altiora Financial Group, LLC
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Red Tortoise LLC
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Thrivent Financial For Lutherans
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Hallmark Capital Management Inc
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Apex Wealth Management, LLC
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Ade, Llc
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HHM Wealth Advisors, LLC
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LGT Financial Advisors LLC
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Renaissance Technologies Llc
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Coordinated Financial Services, Inc.
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Fonville Wealth Management LLC
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Cheviot Value Management, LLC
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Rockport Wealth LLC
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Team Financial Group, LLC
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Rodgers & Associates, LTD
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AlphaCore Capital LLC
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Private Client Services, Llc
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Durante & Waters, Llc
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Delap Wealth Advisory, Llc
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Armstrong Advisory Group, Inc
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Midwest Trust Co
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Mariner, LLC
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Creative Planning
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Stratos Wealth Partners, LTD.
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Midwest Capital Advisors, LLC
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Jaffetilchin Investment Partners, LLC
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Integris Wealth Management, LLC
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Intergy Private Wealth, LLC
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Koesten, Hirschmann & Crabtree, INC.
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Rockefeller Capital Management L.P.
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Catalytic Wealth RIA, LLC
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Comerica Bank
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Linscomb & Williams, Inc.
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Journey Strategic Wealth Llc
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Hunter Associates Investment Management Llc
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Signaturefd, Llc
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Maia Wealth LLC
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Pinney & Scofield, Inc.
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Summit Financial, LLC
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Aviance Capital Partners, LLC
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Monticello Wealth Management, Llc
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Colton Groome Financial Advisors, Llc
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Postrock Partners Llc
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Omega Financial Group, LLC
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Rosenberg Matthew Hamilton
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HCR Wealth Advisors
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Wealthcare Advisory Partners LLC
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Hollencrest Capital Management
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TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
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Marshall Financial Group LLC
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Orion Portfolio Solutions, LLC
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Pines Wealth Management, LLC
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Principal Securities, Inc.
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Aqr Capital Management Llc
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Willis Johnson & Associates, Inc.
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MainStreet Investment Advisors LLC
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Embree Financial Group
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Financial Network Wealth Management LLC
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Gen-Wealth Partners Inc
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Aua Capital Management, Llc
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Fragasso Group Inc.
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Cape Investment Advisory, Inc.
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Smithfield Trust Co
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Joel Isaacson & Co., LLC
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Citadel Advisors Llc
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Nations Financial Group Inc, /ia/ /adv
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Viewpoint Capital Management LLC
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KFA Private Wealth Group, LLC
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Keel Point, LLC
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Umb Bank N A/mo
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Graypoint LLC
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Gibbs Wealth Management
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RiverFront Investment Group, LLC
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Mount Yale Investment Advisors, LLC
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Exchange Capital Management, Inc.
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Maryland Capital Advisors Inc.
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Rockbridge Investment Management, LCC
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Morgan Stanley
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Colony Group, LLC
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Boyd Watterson Asset Management Llc/oh
|
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EverSource Wealth Advisors, LLC
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10Elms LLP
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Kovitz Investment Group Partners, LLC
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Bartlett & Co. Wealth Management Llc
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Atlas Legacy Advisors, LLC
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Pinnacle Bancorp, Inc.
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Brio Consultants, LLC
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Efficient Advisors, LLC
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Heritage Investment Group, Inc.
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Allworth Financial LP
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Bonfire Financial
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Heritage Investors Management Corp
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Sunbeam Capital Management, LLC
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Busey Wealth Management
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MidAtlantic Capital Management, Inc.
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Mayport, Llc
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Choate Investment Advisors
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Advisor Group Holdings, Inc.
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Opus Capital Group, LLC
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Mather Group, Llc.
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LJI Wealth Management, LLC
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Valeo Financial Advisors, LLC
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Sax Wealth Advisors, Llc
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Rise Advisors, LLC
|
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SPMFX - Symmetry Panoramic Trust - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares
|
|
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|
LeConte Wealth Management, LLC
|
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Sheets Smith Wealth Management
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Berkshire Asset Management Llc/pa
|
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EPG Wealth Management LLC
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Wells Fargo & Company/mn
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Essex Financial Services, Inc.
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Warren Averett Asset Management, LLC
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Jane Street Group, Llc
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Wedmont Private Capital
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New World Advisors LLC
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South Plains Financial, Inc.
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Truist Financial Corp
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Spectrum Wealth Counsel, LLC
|
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|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
|
|
|
Sage Mountain Advisors LLC
|
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|
|
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|
Keybank National Association/oh
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|
Pensionmark Financial Group, Llc
|
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|
Hirtle Callaghan & Co LLC
|
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Atlantic Trust, LLC
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TruNorth Capital Management, LLC
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Capital Investment Advisors, LLC
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Astra Wealth Partners LLC
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Horizon Financial Services, Llc
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Tiaa Trust, National Association
|
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Berger Financial Group, Inc
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Steward Partners Investment Advisory, Llc
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Nicolet Advisory Services, Llc
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Florida Financial Advisors, Llc
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Waldron Private Wealth LLC
|
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WPG Advisers, LLC
|
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|
Sagespring Wealth Partners, Llc
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|
Curbstone Financial Management Corp
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Meridian Wealth Partners, LLC
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|
Carr Financial Group Corp
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Cardiff Park Advisors, Llc
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Objective Capital Management, LLC
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Sofi Wealth, Llc
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Old Mission Capital Llc
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True North Advisors, LLC
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|
Hudson Valley Investment Advisors Inc /adv
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|
Massmutual Trust Co Fsb/adv
|
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|
Traction Financial Partners, LLC
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|
Firestone Capital Management
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Certus Wealth Management, LLC
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Capasso Planning Partners LLC
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St Germain D J Co Inc
|
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|
Wiser Wealth Management, Inc
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Raymond James Financial Inc
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Grove Bank & Trust
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Capital Analysts, Inc.
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|
Deutsche Bank Ag\
|
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Cosner Financial Group, LLC
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Beaumont Financial Advisors, LLC
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Bfsg, Llc
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Greenwood Gearhart Inc
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Investment Planning Advisors, Inc.
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Dean Investment Associates, Llc
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Brown Wealth Management, Llc
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Guardian Wealth Advisors, Llc / Nc
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Procyon Private Wealth Partners, LLC
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Voisard Asset Management Group, Inc.
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Cwm, Llc
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StoneX Group Inc.
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IAM Advisory, LLC
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Fisher Asset Management, LLC
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Slow Capital, Inc.
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ShoreHaven Wealth Partners, LLC
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VestGen Advisors, LLC
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|
|
|
NEARX - US GLOBAL INVESTORS FUNDS - Near-Term Tax Free Fund
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Country Club Bank /gfn
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|
Caliber Wealth Management, LLC / KS
|
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|
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Savant Capital, LLC
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Allegheny Financial Group LTD
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Ronald Blue Trust, Inc.
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ArborFi Advisors, LLC
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Forefront Analytics, LLC
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Great Valley Advisor Group, Inc.
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|
Quantinno Capital Management LP
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First National Trust Co
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|
Oppenheimer & Co Inc
|
|
|
|
|
|
First Interstate Bank
|
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|
Heritage Wealth Management, Inc. /CA/
|
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|
YHB Investment Advisors, Inc.
|
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|
Silver Oak Wealth Advisors Services, Llc
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|
Patten & Patten Inc/tn
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|
Galvin, Gaustad & Stein, LLC
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|
HB Wealth Management, LLC
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|
Fairview Capital Investment Management, Llc
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|
Glenview Trust Co
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|
Horst & Graben Wealth Management LLC
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|
GPS Wealth Strategies Group, LLC
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|
MBM Wealth Consultants, LLC
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Wiley Bros.-aintree Capital, Llc
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DeDora Capital, Inc.
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|
First Hawaiian Bank
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NCM Capital Management, LLC
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Silverlake Wealth Management Llc
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Grimes & Company, Inc.
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Clarity Asset Management, Inc.
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Atomi Financial Group, Inc.
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Garden State Investment Advisory Services LLC
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Citizens & Northern Corp
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|
Wealth Architects, LLC
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|
Dohj, Llc
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|
Greenup Street Wealth Management Llc
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RCS Financial Planning, LLC
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Cerity Partners LLC
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Confluence Wealth Services, Inc.
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Financial Strategies Group, Inc.
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Avid Wealth Partners LLC
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Compass Financial Group, Inc.
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Johnson Bixby & Associates, LLC
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Rehmann Capital Advisory Group
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Financial Partners Group, LLC
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Continuum Advisory, LLC
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Quest 10 Wealth Builders, Inc.
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Cliftonlarsonallen Wealth Advisors, Llc
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Traveka Wealth, LLC
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|
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|
Studio Investment Management Llc
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|
Orgel Wealth Management, LLC
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|
Td Private Client Wealth Llc
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|
Brewster Financial Planning LLC
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|
Prospera Financial Services Inc
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|
Patriot Financial Group Insurance Agency, LLC
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|
LPL Financial LLC
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Michael A. Dubis Financial Planning, LLC
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|
Main Line Retirement Advisors, LLC
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Onyx Bridge Wealth Group LLC
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Vista Investment Management
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Avantax Advisory Services, Inc.
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Atria Wealth Solutions, Inc.
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Northern Trust Corp
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|
Tower Research Capital LLC (TRC)
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|
One Wealth Capital Management, Llc
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|
Ballast Advisors Llc
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Tortoise Investment Management, LLC
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Chicago Partners Investment Group LLC
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Ameriflex Group, Inc.
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West Paces Advisors Inc.
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Aspire Private Capital, LLC
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|
LaFleur & Godfrey LLC
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|
Allstate Corp
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Heartwood Wealth Advisors LLC
|
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|
Willow Creek Wealth Management Inc.
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Beacon Pointe Advisors, LLC
|
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|
|
|
Fifth Third Bancorp
|
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|
|
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|
Cetera Investment Advisers
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|
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|
Partners Capital Investment Group, Llp
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Armor Investment Advisors, LLC
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Godshalk Welsh Capital Management, Inc.
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|
L2 Asset Management, LLC
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Plancorp, LLC
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Dentgroup LLC
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Triad Wealth Partners, LLC
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Financial Life Advisors
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Savvy Advisors, Inc.
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Root Financial Partners, LLC
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Brady Martz Wealth Solutions, LLC
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Hobart Private Capital, LLC
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Brandywine Oak Private Wealth Llc
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Seaside Wealth Management, Inc.
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PMOAX - PRINCIPAL FUNDS INC - Opportunistic Municipal Fund Class A
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Swmg, Llc
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Smith & Howard Wealth Management, LLC
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Venturi Wealth Management, LLC
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CI Private Wealth, LLC
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Sapient Capital Llc
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Financial Management Professionals, Inc.
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Bank of New York Mellon Corp
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Sei Investments Co
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Wealth Advisory Solutions, LLC
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BlackRock, Inc.
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Lansing Street Advisors
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One Capital Management, LLC
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Tru Independence Asset Management 2, Llc
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Franklin Resources Inc
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Jessup Wealth Management, Inc
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Quent Capital, LLC
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Cherry Tree Wealth Management, LLC
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Elyxium Wealth, LLC
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LRI Investments, LLC
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Nbc Securities, Inc.
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Ellevest, Inc.
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Hilltop Partners LLC
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Huntington National Bank
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Washington Trust Bank
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Collier Financial
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Edgemoor Investment Advisors, Inc.
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May Hill Capital, LLC
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Rock Point Advisors, LLC
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First Horizon Advisors, Inc.
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Fifth Third Securities, Inc.
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Signet Financial Management, Llc
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Blake Schutter Theil Wealth Advisors, LLC
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Boreal Capital Management LLC
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Stone House Investment Management, LLC
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Mascoma Wealth Management LLC
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Dynamic Wealth Strategies, LLC
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Coordinated Financial Services, Inc./CO
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AE Wealth Management LLC
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Strategic Financial Services, Inc,
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Aaron Wealth Advisors LLC
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Plum Street Advisors, LLC
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Jacobson & Schmitt Advisors, Llc
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Dravo Bay Llc
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First Heartland Consultants, Inc.
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Alhambra Investment Partners LLC
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Novem Group
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Stewardship Advisors, LLC
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Ntv Asset Management Llc
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Colonial Trust Co / SC
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M&t Bank Corp
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Parallel Advisors, LLC
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Chesley Taft & Associates LLC
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Putnam Fl Investment Management Co
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Sequoia Financial Advisors, LLC
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MBL Wealth, LLC
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Cary Street Partners Financial Llc
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Sentinel Wealth Management, Inc.
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EP Wealth Advisors, Inc.
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Advisory Services Network, LLC
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McNamara Financial Services, Inc.
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Motco
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Nbt Bank N A /ny
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Stifel Financial Corp
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Client 1st Advisory Group, Llc
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W.G. Shaheen & Associates DBA Whitney & Co
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Summit Wealth Partners, LLC
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Eagle Strategies LLC
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Bailard, Inc.
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White Pine Capital Llc
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Brighton Jones Llc
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High Falls Advisors, Inc
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Total Wealth Planning, Llc
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Power Wealth Management Llc
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BRYN MAWR TRUST Co
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Rsm Us Wealth Management Llc
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Probity Advisors, Inc.
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Midwestern Financial, LLC /IA
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Clune & Associates, Ltd.
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Green Square Capital Advisors Llc
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Discipline Wealth Solutions, LLC
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First Community Trust Na
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Gradient Investments LLC
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NorthRock Partners, LLC
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Bnp Paribas Arbitrage, Sa
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Mullooly Asset Management, Inc.
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Strategic Investment Solutions, Inc. /IL
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Coldstream Capital Management Inc
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Integrated Advisors Network LLC
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MEMBERS Trust Co
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Everhart Financial Group, Inc.
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Buckingham Strategic Partners
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Private Wealth Management Group, LLC
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W.H. Cornerstone Investments Inc.
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Wise Wealth Partners
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United Advisor Group, LLC
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Everett Harris & Co /ca/
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Baird Financial Group, Inc.
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Binnacle Investments Inc
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American National Bank
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Synergy Investment Management, LLC
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1620 Investment Advisors, Inc.
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Morningstar Investment Services LLC
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Awm Capital, Llc
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Envestnet Asset Management Inc
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Timonier Family Office, LTD.
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Aletheian Wealth Advisors LLC
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UBS Group AG
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VERITY Wealth Advisors
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Pinnacle Wealth Planning Services, Inc.
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Salomon & Ludwin, LLC
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Natixis Advisors, L.p.
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Skopos Labs, Inc.
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Whittier Trust Co
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Mattern Capital Management, Llc
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Us Bancorp \de\
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Clearwater Capital Advisors, LLC
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Pine Harbor Wealth Management, LLC
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Equita Financial Network, Inc.
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Investment Partners, Ltd.
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Mml Investors Services, Llc
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Wit, Llc
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SOUTH STATE Corp
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Delta Asset Management Llc/tn
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Avantax Planning Partners, Inc.
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Steel Peak Wealth Management LLC
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Kestra Advisory Services, LLC
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Wbh Advisory Inc
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German American Bancorp, Inc.
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Hill Island Financial Llc
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Apexium Financial, Lp
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Lineweaver Wealth Advisors, LLC
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Private Advisor Group, LLC
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Sowell Financial Services LLC
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TD Capital Management LLC
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Essential Planning, LLC.
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Heritage Wealth Partners, LLC
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Revolve Wealth Partners, LLC
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Keyvantage Wealth, Llc
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Horan Securities, Inc.
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FF Advisors,LLC
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Alaethes Wealth LLC
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Colonial Trust Advisors
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Capital Investment Advisory Services, LLC
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Alesco Advisors Llc
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Strategic Blueprint, LLC
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Prosperity Planning, Inc.
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RFG Advisory, LLC
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Agate Pass Investment Management, LLC
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Promus Capital, LLC
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Trustmark National Bank Trust Department
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Tyche Wealth Partners LLC
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Harbour Investments, Inc.
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Investments & Financial Planning, LLC
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Commonwealth Equity Services, Llc
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Rede Wealth, LLC
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Dakota Wealth Management
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Nwam Llc
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Eastern Bank
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Lutz Financial Services LLC
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Kwmg, Llc
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Cresset Asset Management, LLC
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Cullen/frost Bankers, Inc.
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Webster Bank, N. A.
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Janney Montgomery Scott LLC
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Park Avenue Securities Llc
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Cannon Wealth Management Services, LLC
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XY Planning Network, Inc.
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Atria Investments Llc
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Elmwood Wealth Management, Inc.
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Amplius Wealth Advisors, LLC
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Flagship Private Wealth, LLC
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Montag A & Associates Inc
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Vestmark Advisory Solutions, Inc.
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IFG Advisors, LLC
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Life Planning Partners, Inc
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Wealthfront Advisers Llc
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Columbus Macro, LLC
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Peapack Gladstone Financial Corp
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O'shaughnessy Asset Management, Llc
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Apella Capital, LLC
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City Of London Investment Management Co Ltd
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Petra Financial Advisors Inc
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Soltis Investment Advisors LLC
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Financial Network Wealth Advisors LLC
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Fiduciary Financial Group, Llc
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Citigroup Inc
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Cambridge Investment Research Advisors, Inc.
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Crewe Advisors LLC
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United Capital Financial Advisers, Llc
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Accredited Wealth Management, LLC
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Truepoint, Inc.
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Pandora Wealth, Inc.
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Private Trust Co Na
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PrairieView Partners, LLC
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Patten Group, Inc.
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Capital Advisors, Ltd. LLC
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GWM Advisors LLC
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Sunbelt Securities, Inc.
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Asset Dedication, LLC
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DAVENPORT & Co LLC
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Axxcess Wealth Management, Llc
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Waterway Wealth Management, LLC
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Abundance Wealth Counselors
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Geneos Wealth Management Inc.
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Donaldson Capital Management, Llc
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Apollon Wealth Management, LLC
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Fundamentun, Llc
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ARS Wealth Advisors Group, LLC
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Jones Financial Companies Lllp
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Aspiriant, Llc
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Bank Of Montreal /can/
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Sterling Investment Counsel, LLC
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Pnc Financial Services Group, Inc.
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DT Investment Partners, LLC
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BIP Alliance, LLC
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Brookstone Capital Management
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Trinity Wealth Management, LLC
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Morris Financial Concepts, Inc.
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Madison Wealth Partners, Inc
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Walkner Condon Financial Advisors LLC
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Simon Quick Advisors, Llc
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Garrett Investment Advisors LLC
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Ally Invest Advisors Inc.
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Duncker Streett & Co Inc
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Capital Investment Services of America, Inc.
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IFP Advisors, Inc
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Per Stirling Capital Management, LLC.
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Parkside Financial Bank & Trust
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First Trust Advisors Lp
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Rogco, Lp
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Perigon Wealth Management, LLC
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Private Wealth Asset Management, LLC
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Csenge Advisory Group
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Robertson Stephens Wealth Management, LLC
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Central Pacific Bank - Trust Division
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Integrity Financial Corp /WA
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Haverford Trust Co
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Vertex Planning Partners, LLC
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Emerald Investment Partners, Llc
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Quadrature Capital Ltd
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Symmetry Partners, LLC
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Meritage Portfolio Management
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Skyline Advisors, Inc.
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Apeiron RIA LLC
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Lodestone Wealth Management LLC
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Legacy Financial Group, Inc.
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Single Point Partners, LLC
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Nisa Investment Advisors, Llc
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Legacy Financial Strategies, LLC
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Ewa, Llc
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Vermillion Wealth Management, Inc.
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Envestnet Portfolio Solutions, Inc.
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CIBC Private Wealth Group, LLC
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Bragg Financial Advisors, Inc
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Diversify Advisory Services, LLC
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Cascade Financial Partners, LLC
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XML Financial, LLC
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Benjamin Edwards Inc
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Relyea Zuckerberg Hanson LLC
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Cahaba Wealth Management, Inc.
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McAdam, LLC
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Destination Wealth Management
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Guardian Asset Advisors, LLC
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Modern Wealth Management, LLC
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Vivaldi Capital Management, LLC
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SP Asset Management LLC
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Prosperity Consulting Group, LLC
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Evernest Financial Advisors, LLC
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Financial Engines Advisors L.L.C.
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Juncture Wealth Strategies, Llc
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Condor Capital Management
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Lido Advisors, LLC
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Phillips Financial Management, Llc
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Miracle Mile Advisors, LLC
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WFA of San Diego, LLC
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Ameritas Investment Partners, Inc.
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Bank Of America Corp /de/
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Mercer Global Advisors Inc /adv
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SageView Advisory Group, LLC
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Rialto Wealth Management, LLC
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BWM Planning, LLC
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Naples Global Advisors, Llc
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TriaGen Wealth Management LLC
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True Link Financial Advisors, LLC
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Freestone Capital Holdings, LLC
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Jpmorgan Chase & Co
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State Farm Mutual Automobile Insurance Co
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Farther Finance Advisors, LLC
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BCGM Wealth Management, LLC
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Elevate Wealth Advisory, Inc
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Foundations Investment Advisors, LLC
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Credential Qtrade Securities Inc.
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Code Waechter LLC
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Warner Financial, Inc
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Regions Financial Corp
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Ascent Group, LLC
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Wealthcare Capital Partners, LLC
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Avant Financial Advisors LLC
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High Probability Advisors, LLC
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AMG National Trust Bank
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Nautilus Advisors LLC
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James Investment Research Inc
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Old National Bancorp /in/
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GAMMA Investing LLC
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Arete Wealth Advisors, LLC
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Edgestream Partners, L.P.
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CWA Asset Management Group, LLC
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XTX Topco Ltd
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Patriot Investment Management Inc.
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Brown Brothers Harriman & Co
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Cannon Financial Strategists, Inc.
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Helen Stephens Group, LLC
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Libra Wealth Llc
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Foronjy Financial Llc
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CVA Family Office, LLC
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White Lighthouse Investment Management Inc.
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IHT Wealth Management, LLC
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K2 Financial Inc.
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Retirement Wealth Solutions LLC
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WJ Wealth Management, LLC
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Raleigh Capital Management Inc.
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Portfolio Design Labs, LLC
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Spire Wealth Management
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Trust Co
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Wealthspire Advisors, LLC
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Stage Harbor Financial, Llc
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Atlantic Edge Private Wealth Management, LLC
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Ausdal Financial Partners, Inc.
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Roth Financial Partners LLC
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Financial Advisory Corp /ut/ /adv
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Fidelis Capital Partners, LLC
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Baron Financial Group, LLC
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Napa Wealth Management
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Becker Capital Management Inc
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FSC Wealth Advisors, LLC
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Arkfeld Wealth Strategies, L.L.C.
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Jacobi Capital Management LLC
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Cornerstone Planning Group LLC
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Wealth Enhancement Advisory Services, Llc
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Keebeck Wealth Management, LLC
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Exchange Bank
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Aptus Capital Advisors, LLC
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Foundation Wealth Management, LLC\PA
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Pure Portfolios Holdings Llc
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Sutton Place Investors Llc
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Tilson Financial Group, Inc.
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Grandfield & Dodd, Llc
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Ameritas Advisory Services, LLC
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Evensky & Katz LLC
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Balanced Rock Investment Advisor
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Redhawk Wealth Advisors, Inc.
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Lindenwold Advisors
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Arkansas Financial Group, Inc.
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Concurrent Investment Advisors, LLC
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Briaud Financial Planning, Inc
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Westover Capital Advisors, LLC
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Goldstone Financial Group, LLC
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Waller Financial Planning Group, Inc
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Larson Financial Group LLC
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Smith Thornton Advisors LLC
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Certior Financial Group, Llc
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Pacifica Partners Inc.
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Flaharty Asset Management, LLC
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GenTrust, LLC
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GeoWealth Management, LLC
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Diversified Portfolios, Inc.
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Flagship Harbor Advisors, Llc
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Wealth Dimensions Group, Ltd.
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CX Institutional
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Bank Of Hawaii
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Tsfg, Llc
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Running Point Capital Advisors, LLC
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Transamerica Financial Advisors, Inc.
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Modera Wealth Management, LLC
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Henrickson Nauta Wealth Advisors, Inc.
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BCO Wealth Management LLC
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Kovack Advisors, Inc.
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Bangor Savings Bank
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Mayflower Financial Advisors, LLC
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Joel Adams & Associates, Inc.
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Oak Harvest Investment Services
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CoreCap Advisors, LLC
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Carnegie Capital Asset Management, LLC
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MAI Capital Management
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Strategic Wealth Partners, Ltd.
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Wealth Effects Llc
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Angeles Wealth Management, Llc
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Meridian Wealth Management, LLC
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Glen Eagle Advisors, LLC
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Founders Grove Wealth Partners, Llc
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NorthCrest Asset Manangement, LLC
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Human Investing LLC
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Lockerman Financial Group, Inc.
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Main Street Financial Solutions, LLC
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Hartland & Co., LLC
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Mutual Advisors, LLC
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Chatham Capital Group, Inc.
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Proffitt & Goodson Inc
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McNaughton Wealth Management, LLC
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Fedenia Advisers LLC
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Rothschild Investment Llc
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Brown, Lisle/cummings, Inc.
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Prairiewood Capital, LLC
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Cyr Financial Inc.
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Beaird Harris Wealth Management, LLC
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Sigma Investment Counselors Inc
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Holos Integrated Wealth LLC
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Creative Financial Designs Inc /adv
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Tobias Financial Advisors, Inc.
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Cape Cod Five Cents Savings Bank
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Safir Wealth Advisors, LLC
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PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A
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Smartleaf Asset Management LLC
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Paradigm Financial Partners, Llc
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Citizens Financial Group Inc/ri
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PDS Planning, Inc
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Whittier Trust Co Of Nevada Inc
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Beacon Harbor Wealth Advisors, Inc.
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Dynamic Advisor Solutions LLC
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Aspen Wealth Strategies, LLC
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Harbor Investment Advisory, Llc
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Hayek Kallen Investment Management
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Longview Financial Advisors LLC
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J.w. Cole Advisors, Inc.
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Kathleen S. Wright Associates Inc.
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Gemmer Asset Management LLC
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Morton Brown Family Wealth, LLC
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Riversedge Advisors, Llc
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Ashton Thomas Private Wealth, LLC
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Collaborative Wealth Managment Inc.
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Horiko Capital Management Llc
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Crestwood Advisors Group LLC
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Kestra Private Wealth Services, Llc
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Bridge Generations Wealth Management Llc
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FSM Wealth Advisors, LLC
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RMR Wealth Builders
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Uptown Financial Advisors LLC
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Stone Point Wealth LLC
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Wingate Wealth Advisors, Inc.
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McBroom & Associates, LLC
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Betterment LLC
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Valmark Advisers, Inc.
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Avidian Wealth Solutions, LLC
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Narus Financial Partners, LLC
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HighTower Advisors, LLC
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Orin Green Financial, LLC
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Fiduciary Trust Co
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Ackerman Capital Advisors, LLC
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Rice Partnership, LLC
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TruWealth Advisors, LLC
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Mezzasalma Advisors, LLC
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Equitable Holdings, Inc.
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C M Bidwell & Associates Ltd
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Bernardo Wealth Planning LLC
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Ark & Tlk Investments, Llc
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Integrated Wealth Concepts LLC
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Penney Financial, LLC
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|
Hills Bank & Trust Co
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Advisory Alpha, LLC
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|
Partners in Financial Planning
|
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First Affirmative Financial Network
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My Legacy Advisors, LLC
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Hurlow Wealth Management Group, Inc.
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Princeton Global Asset Management LLC
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LVW Advisors, LLC
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Oliver Lagore Vanvalin Investment Group
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Oak Family Advisors, Llc
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Jfs Wealth Advisors, Llc
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Captrust Financial Advisors
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NewEdge Wealth, LLC
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IFG Advisory, LLC
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Pure Financial Advisors, Inc.
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Toroso Investments, LLC
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Brown Advisory Inc
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Stephen J. Garry & Associates, Llc
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Exencial Wealth Advisors, Llc
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Zhang Financial LLC
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CAP Partners, LLC
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Archford Capital Strategies, LLC
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First American Trust, Fsb
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Accurate Wealth Management, LLC
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Charles Schwab Trust Co
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NFP Retirement, Inc.
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Kingsview Wealth Management, LLC
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Sigma Planning Corp
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One Wealth Advisors, LLC
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Merit Financial Group, LLC
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Ndwm Llc
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Tompkins Financial Corp
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|
Scott Capital Advisors, LLC
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Cornerstone Financial Group, LLC /NE/
|
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|
Dorsey & Whitney Trust CO LLC
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Keener Financial Planning LLC
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Alta Wealth Advisors LLC
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Garde Capital, Inc.
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Bernard Wealth Management Corp.
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Kings Path Partners LLC
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Foster Group, Inc.
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Ameriprise Financial Inc
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Greykasell Wealth Strategies, Inc.
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Global Wealth Management Investment Advisory, Inc.
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Global Retirement Partners, LLC
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Wescott Financial Advisory Group, LLC
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|
Envision Financial LLC
|
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|
|
Helium Advisors LLC
|
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|
|
|
|
Fmr Llc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
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|
|
|
|
Cypress Capital Group
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|
|
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|
Neuberger Berman Group LLC
|
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|
ORG Partners LLC
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Jordan Park Group LLC
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Resources Investment Advisors, LLC.
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Northeast Financial Group, Inc.
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Credential Securities Inc.
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FC Advisory LLC
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North Dallas Bank & Trust Co
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|
TAGStone Capital, Inc.
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|
Austin Private Wealth, LLC
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|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Croban
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Greenspring Advisors, LLC
|
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|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Capstone Capital Wealth Advisors
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
L.K. Benson & Company, P.C.
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Chesapeake Wealth Management
|
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|
|
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|
Bank of Jackson Hole Trust
|
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|
UMA Financial Services, Inc.
|
|
|
|
|
|
Curtis Advisory Group, LLC
|
|
|
|
|
|
FLC Capital Advisors
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|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Signal Tree Financial Partners Llc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Ironwood Wealth Management, LLC.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
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|
