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Enclave Advisors LLC
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Sagard Holdings Management Inc.
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Retirement Planning Group
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VSM Wealth Advisory, LLC
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Wingate Wealth Advisors, Inc.
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Envestnet Asset Management Inc
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Plum Street Advisors, LLC
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AdvisorNet Financial, Inc
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U.S. Capital Wealth Advisors, LLC
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Leeward Financial Partners, LLC
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Founders Grove Wealth Partners, Llc
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Valmark Advisers, Inc.
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Joseph Group Capital Management
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Mountain Pacific Investment Advisers Inc/id
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Catalytic Wealth RIA, LLC
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Lowery Thomas, Llc
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Inspirion Wealth Advisors, Llc
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Flagship Harbor Advisors, Llc
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Modera Wealth Management, LLC
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Mesirow Financial Investment Management, Inc.
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Morgan Stanley
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Chandler Asset Management, Inc.
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Mml Investors Services, Llc
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Olistico Wealth, LLC
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Prudent Man Investment Management, Inc.
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Equitable Holdings, Inc.
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Fortitude Family Office, LLC
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Kings Path Partners LLC
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Wells Fargo & Company/mn
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Financial Network Wealth Management LLC
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Northwestern Mutual Wealth Management Co
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Truist Financial Corp
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Mainsail Asset Management, Llc
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Front Row Advisors LLC
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Anchor Investment Management, LLC
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TriaGen Wealth Management LLC
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Napatree Capital Llc
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Galvin, Gaustad & Stein, LLC
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Savant Capital, LLC
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IFP Advisors, Inc
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Kraft, Davis & Associates, LLC
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Family CFO Inc
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CWS Financial Advisors, LLC
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Pensionmark Financial Group, Llc
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Comerica Bank
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Kensington Asset Management, LLC
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Keel Point, LLC
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Murphy Pohlad Asset Management LLC
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Creative Planning
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Crewe Advisors LLC
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TD Waterhouse Canada Inc.
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Global Wealth Management, LLC
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Berkeley Capital Partners, LLC
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Planning Center, Inc.
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Betterment LLC
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GeoWealth Management, LLC
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Pine Harbor Wealth Management, LLC
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Boston Family Office Llc
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Smartleaf Asset Management LLC
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Harbor Investment Advisory, Llc
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Latitude Advisors, LLC
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LGT Financial Advisors LLC
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Prime Capital Investment Advisors, LLC
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Cary Street Partners Financial Llc
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Hager Investment Management Services, Llc
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Cookson Peirce & Co Inc
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Kestra Advisory Services, LLC
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Infinity Wealth Counsel, LLC
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Cambridge Investment Research Advisors, Inc.
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Pettyjohn, Wood & White, Inc
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Lowe Brockenbrough & Co Inc
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Grant Street Asset Management, Inc.
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Wesbanco Bank Inc
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Brasada Capital Management, Lp
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National Bank Of Canada /fi/
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Zazove Associates Llc
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Walker Financial Services, Inc.
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Salem Investment Counselors Inc
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Brinker Capital Investments, LLC
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Kintayl Capital LP
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Sage Rhino Capital Llc
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Patriot Investment Management Inc.
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Bouchey Financial Group Ltd
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CENTRAL TRUST Co
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Creekmur Asset Management LLC
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Culbertson A N & Co Inc
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Bath Savings Trust Co
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Camarda Financial Advisors, LLC
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Beese Fulmer Investment Management, Inc.
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Core Wealth Advisors, Inc.
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HBW Advisory Services LLC
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Wealth Enhancement Advisory Services, Llc
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Kitching Partners, Llc
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TrueWealth Financial Partners
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Planning Directions Inc
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Pitcairn Co
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XY Planning Network, Inc.
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Robinson Smith Wealth Advisors Llc
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Legacy Solutions, Llc
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WESCAP Management Group, Inc.
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Pnc Financial Services Group, Inc.
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GSG Advisors LLC
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Regatta Capital Group, Llc
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Hummer Financial Advisory Services Inc
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Captrust Financial Advisors
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Resources Investment Advisors, LLC.
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HB Wealth Management, LLC
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International Assets Investment Management, Llc
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Zhang Financial LLC
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Avestar Capital, LLC
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Private Trust Co Na
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Orion Portfolio Solutions, LLC
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Avion Wealth
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Verus Financial Partners, Inc.
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Dunhill Financial, LLC
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Lakewood Asset Management LLC
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Horizon Kinetics Asset Management Llc
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Advisory Research Inc
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Benjamin Edwards Inc
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Bulwark Capital Corp
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EverSource Wealth Advisors, LLC
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Naples Global Advisors, Llc
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Warwick Investment Management, Inc.
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Crews Bank & Trust
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Harbour Investment Management Llc
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Amplius Wealth Advisors, LLC
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Mutual Advisors, LLC
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Root Financial Partners, LLC
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Sanibel Captiva Trust Company, Inc.
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Compass Financial Group, Inc.
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Brookstone Capital Management
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Ancora Advisors, LLC
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Financial Futures Ltd Liability Co.
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Private Advisor Group, LLC
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SOL Capital Management CO
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Evanson Asset Management, LLC
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Manchester Capital Management LLC
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Kingsview Wealth Management, LLC
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Advisor Group Holdings, Inc.
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Hopwood Financial Services, Inc.
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GEN Financial Management, INC.
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Wbh Advisory Inc
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CFS Investment Advisory Services, LLC
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Global Retirement Partners, LLC
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Nbc Securities, Inc.
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Willis Johnson & Associates, Inc.
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Convergence Financial, LLC
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Principal Securities, Inc.
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Schulz Wealth, LTD.
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Washington Capital Management Inc
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Prepared Retirement Institute LLC
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AE Wealth Management LLC
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Peak Asset Management, LLC
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Applied Capital LLC
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Blume Capital Management, Inc.
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Rialto Wealth Management, LLC
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Per Stirling Capital Management, LLC.
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Regal Investment Advisors LLC
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Avalon Trust Co
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Clarius Group, LLC
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Kestra Private Wealth Services, Llc
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Stifel Financial Corp
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Peapack Gladstone Financial Corp
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Golden State Wealth Management, LLC
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TAGStone Capital, Inc.
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Paragon Private Wealth Management, LLC
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Rappaport Reiches Capital Management, LLC
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Colony Family Offices, LLC
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CGC Financial Services, LLC
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Cutler Investment Counsel Llc
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Janney Montgomery Scott LLC
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Red Wave Investments LLC
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Signature Wealth Management Group
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Warren Averett Asset Management, LLC
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L.m. Kohn & Company
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Federation des caisses Desjardins du Quebec
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Klingenstein Fields & Co Lp
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Wealth Management Associates, Inc.
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HighTower Advisors, LLC
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Siligmueller & Norvid Wealth Advisors LLC
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Pacific Center for Financial Services
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Northwest Capital Management Inc
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Steward Partners Investment Advisory, Llc
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Cwm, Llc
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Elgethun Capital Management
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HBK Sorce Advisory LLC
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Tower Research Capital LLC (TRC)
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Pillar Financial Advisors, LLC
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WNY Asset Management, LLC
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SJS Investment Consulting Inc.
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David Kennon Inc
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Greenspring Advisors, LLC
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Capital Square, LLC
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Tidemark, LLC
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Aberdeen Wealth Management LLC
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CI Private Wealth, LLC
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Parallel Advisors, LLC
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Gladstone Institutional Advisory LLC
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Citadel Advisors Llc
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Belpointe Asset Management LLC
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Aspiriant, Llc
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Bank Of America Corp /de/
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Coyle Financial Counsel LLC
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BHILX - Advisor Managed Portfolios - BHILL Fund Managed Account Completion Shares
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Hazlett, Burt & Watson, Inc.
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Ballentine Capital Advisors, Inc
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Exeter Financial, LLC
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Commerce Bank
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Chesley Taft & Associates LLC
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Strategic Investment Solutions, Inc. /IL
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Allen Investment Management LLC
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Susquehanna International Group, Llp
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NewEdge Wealth, LLC
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First PREMIER Bank
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Old Mission Capital Llc
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Buckingham Strategic Partners
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TruWealth Advisors, LLC
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Mariner, LLC
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Hanover Advisors Inc
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GPS Wealth Strategies Group, LLC
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Avidian Wealth Solutions, LLC
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Apexium Financial, Lp
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LPL Financial LLC
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Ritholtz Wealth Management
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Compass Financial Group, INC/SD
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Wharton Business Group, LLC
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Badgley Phelps Wealth Managers, LLC
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Hrt Financial Lp
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Cahill Financial Advisors Inc
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Cerity Partners LLC
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TD Capital Management LLC
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CWA Asset Management Group, LLC
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Us Bancorp \de\
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Colony Group, LLC
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RMB Capital Management, LLC
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Financial Perspectives, Inc
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Willow Creek Wealth Management Inc.
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McIlrath & Eck, LLC
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Capital Analysts, Inc.
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Graney & King, LLC
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Ballew Advisors, Inc
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Bank of Jackson Hole Trust
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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MorganRosel Wealth Management, LLC
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Daner Wealth Management, LLC
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Two West Capital Advisors LLC
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Bank Of Montreal /can/
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Gradient Capital Advisors, LLC
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Titleist Asset Management, Llc
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SAM Advisors, LLC
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Roberts Wealth Advisors, LLC
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Bartlett & Co. Wealth Management Llc
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Allegheny Financial Group LTD
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Glass Jacobson Investment Advisors llc
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Christensen, King & Associates Investment Services, Inc.
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Integrated Wealth Concepts LLC
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Signaturefd, Llc
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Bank of New York Mellon Corp
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Apella Capital, LLC
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BlueChip Wealth Advisors LLC
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Keynote Financial Services Llc
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North Star Investment Management Corp.
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Terril Brothers, Inc.
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Valpey Financial Services, LLC
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Corundum Group, Inc.
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Clearwater Capital Advisors, LLC
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Cardiff Park Advisors, Llc
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Signal Tree Financial Partners Llc
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SpringVest Wealth Management LLC
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Beaird Harris Wealth Management, LLC
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Sax Wealth Advisors, Llc
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CWC Advisors, LLC.
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Oppenheimer & Co Inc
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Ameritas Advisory Services, LLC
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Capital Investment Services of America, Inc.
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FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Busey Wealth Management
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Market Street Wealth Management Advisors Llc
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MontVue Capital Management, Inc.
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Alpine Bank Wealth Management
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Alpha Omega Wealth Management LLC
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Garde Capital, Inc.
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Lebenthal Global Advisors, LLC
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AlphaCore Capital LLC
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Eclectic Associates Inc /adv
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Aegis Wealth Management LLC
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Pinnacle Bancorp, Inc.
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Financial Management Professionals, Inc.
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Sound Income Strategies, LLC
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Outlook Wealth Advisors, LLC
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Farther Finance Advisors, LLC
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Blair William & Co/il
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Commonwealth Equity Services, Llc
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KAGCX - Managed Portfolio Series - Kensington Dynamic Growth Fund Class C Shares
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Chicago Partners Investment Group LLC
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Life Planning Partners, Inc
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Diversify Wealth Management, Llc
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Ausdal Financial Partners, Inc.
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William Howard & Co Financial Advisors Inc
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UBS Group AG
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Fonville Wealth Management LLC
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Western Wealth Management, LLC
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O'shaughnessy Asset Management, Llc
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Life Line Wealth Management Llc
|
|
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Assetmark, Inc
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Curio Wealth, Llc
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Allworth Financial LP
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Flow Traders U.s. Llc
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Websterrogers Financial Advisors, Llc
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Holderness Investments Co
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Coston, McIsaac & Partners
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Geneos Wealth Management Inc.
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Accredited Wealth Management, LLC
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Nvwm, Llc
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Fortis Advisors, LLC
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Fischer Financial Services, Inc.
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GWM Advisors LLC
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Dorsey & Whitney Trust CO LLC
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Scotia Capital Inc.
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Texas Yale Capital Corp.
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SP Asset Management LLC
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Royal Bank Of Canada
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Cetera Investment Advisers
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Valtinson Bruner Financial Planning LLC
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Mills Wealth Advisors LLC
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RFG Advisory, LLC
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Capstone Triton Financial Group, LLC
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Jones Financial Companies Lllp
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Ashton Thomas Private Wealth, LLC
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Jane Street Group, Llc
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Roble, Belko & Company, Inc
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Vanguard Group Inc
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Northwest Wealth Management, Llc
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HTG Investment Advisors, Inc.
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Bramshill Investments, LLC
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New Capital Management LP
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Palisades Hudson Asset Management, L.P.
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Equity Investment Corp
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Two Sigma Securities, Llc
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Ruedi Wealth Management, Inc.
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Rockefeller Capital Management L.P.
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Founders Financial Securities Llc
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Aqr Capital Management Llc
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Jpmorgan Chase & Co
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CVA Family Office, LLC
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Creative Financial Designs Inc /adv
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Pathstone Holdings, LLC
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Chatham Capital Group, Inc.
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Cypress Point Wealth Management, LLC
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MAI Capital Management
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Raymond James Financial Inc
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McClarren Financial Advisors, Inc.
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Kathmere Capital Management, LLC
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Castleview Partners, Llc
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IHT Wealth Management, LLC
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Harbour Investments, Inc.
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Ronald Blue Trust, Inc.
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Kovitz Investment Group Partners, LLC
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AllSquare Wealth Management LLC
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Focus Financial Network, Inc.
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