Etesian Wealth Advisors, Inc.
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Wrenne Financial Planning LLC
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NorthCrest Asset Manangement, LLC
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Norden Group Llc
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BCS Wealth Management
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Sittner & Nelson, Llc
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Cherrydale Wealth Management, Llc
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Allegheny Financial Group LTD
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Security Financial Services, INC.
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BHK Investment Advisors, LLC
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Siligmueller & Norvid Wealth Advisors LLC
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Freestone Capital Holdings, LLC
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Guardian Wealth Advisors, Llc / Nc
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Skopos Labs, Inc.
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CI Private Wealth, LLC
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Landaas & Co /wi /adv
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Coastal Bridge Advisors, LLC
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MAI Capital Management
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Running Point Capital Advisors, LLC
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Flywheel Private Wealth LLC
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IFP Advisors, Inc
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Hardin Capital Partners, LLC
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Canvas Wealth Advisors, LLC
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Farnam Financial LLC
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Sabal Trust CO
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Verum Partners LLC
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TFC Financial Management
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Atlantic Edge Private Wealth Management, LLC
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Continuum Advisory, LLC
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Stonehage Fleming Financial Services Holdings Ltd
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VisionPoint Advisory Group, LLC
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Brooklyn FI, LLC
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Oxler Private Wealth LLC
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CGC Financial Services, LLC
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Smithfield Trust Co
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Aptus Capital Advisors, LLC
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Creative Capital Management Investments LLC
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IFG Advisors, LLC
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Nbt Bank N A /ny
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First Horizon Advisors, Inc.
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Aegis Wealth Management LLC
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Archetype Wealth Partners
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Wooster Corthell Wealth Management, Inc.
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First Community Trust Na
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Martin Worley Group
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Fundamentun, Llc
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Advisory Alpha, LLC
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CWA Asset Management Group, LLC
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Wealthquest Corp
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Great Valley Advisor Group, Inc.
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Exchange Traded Concepts, Llc
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Cascade Investment Group, Inc.
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Cooper Financial Group
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Clarity Asset Management, Inc.
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Verus Financial Partners, Inc.
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25 Llc
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Morgan Stanley
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Westfuller Advisors, LLC
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Human Investing LLC
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Impact Capital Partners LLC
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Gerber, Llc
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Twin Focus Capital Partners, Llc
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Oak Hill Wealth Advisors, Llc
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TFB Advisors LLC
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TABR Capital Management, LLC
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World Equity Group, Inc.
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Leonard Rickey Investment Advisors P.L.L.C.
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Western Wealth Management, LLC
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Deroy & Devereaux Private Investment Counsel Inc
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James J. Burns & Company, LLC
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Orion Portfolio Solutions, LLC
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Elser Financial Planning, Inc
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Intrinsic Value Partners, LLC
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Coordinated Financial Services, Inc.
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Ashton Thomas Securities, Llc
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Tenret Co LLC
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Kings Path Partners LLC
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Valley Financial Group, Inc.
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Federation des caisses Desjardins du Quebec
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Cornerstone Planning Group LLC
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Brown Miller Wealth Management, LLC
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Crescent Grove Advisors, LLC
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Independent Solutions Wealth Management, LLC
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Parr Mcknight Wealth Management Group, Llc
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Greenwich Wealth Management LLC
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Investment Research & Advisory Group, Inc.
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Lincoln National Corp
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Capital Investment Advisory Services, LLC
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Wedmont Private Capital
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Ames National Corp
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Kovack Advisors, Inc.
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Alliancebernstein L.p.
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NFP Retirement, Inc.
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Hilltop Holdings Inc.
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Beacon Pointe Advisors, LLC
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Armbruster Capital Management, Inc.
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Main Management LLC
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IHT Wealth Management, LLC
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Sellwood Investment Partners LLC
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Weatherly Asset Management L. P.
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Gutierrez Wealth Advisory, LLC
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Creative Financial Designs Inc /adv
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Haverford Trust Co
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Charter Oak Capital Management, LLC
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Successful Portfolios LLC
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B.O.S.S. Retirement Advisors, LLC
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AlphaCore Capital LLC
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Brooks, Moore & Associates, Inc.
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ORG Partners LLC
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Copperleaf Capital, LLC
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Bessemer Group Inc
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Pfc Capital Group, Inc.
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Geometric Wealth Advisors
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GW&K Investment Management, LLC
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Plancorp, LLC
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Morton Brown Family Wealth, LLC
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Lmcg Investments, Llc
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Pacifica Partners Inc.
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Glassman Wealth Services
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Blair William & Co/il
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Standpoint Asset Management, LLC
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Waddell & Associates, Llc
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New Republic Capital, LLC
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Us Bancorp \de\
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Vanguard Group Inc
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SNS Financial Group, LLC
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Huntington National Bank
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Fifth Third Securities, Inc.
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Knightsbridge Asset Management, Llc
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Bank Of Hawaii
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BluePointe Capital Management, LLC
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Madden Advisory Services, Inc.
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Brinker Capital Investments, LLC
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Northern Lights Fund Trust - Ocean Park International ETF
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PBMares Wealth Management LLC
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Papp L Roy & Associates
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IMS Capital Management
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Roundview Capital LLC
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Strategic Financial Concepts, LLC
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Facet Wealth, Inc.
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PFS Partners, LLC
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Columbus Macro, LLC
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Mayflower Financial Advisors, LLC
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Hazlett, Burt & Watson, Inc.
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Raab & Moskowitz Asset Management LLC
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Millstone Evans Group, LLC
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Almanack Investment Partners, LLC.
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Altfest L J & Co Inc
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Massmutual Trust Co Fsb/adv
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Gibraltar Capital Management, Inc.
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Summit Financial, LLC
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Novak & Powell Financial Services, Inc.
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Gotham Asset Management, LLC
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Atlas Capital Advisors Llc
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Scotia Capital Inc.
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Whitcomb & Hess, Inc.
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Hantz Financial Services, Inc.
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Carson Advisory Inc.
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Nova R Wealth, Inc.
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Nbc Securities, Inc.
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Ameriflex Group, Inc.
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WMG Financial Advisors, LLC
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Ntv Asset Management Llc
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Moors & Cabot, Inc.
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Brown Advisory Inc
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Russell Investments Group, Ltd.
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Ruane, Cunniff & Goldfarb L.P.
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Envestnet Asset Management Inc
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Empirical Finance, LLC
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Linscomb & Williams, Inc.
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Williams Jones Wealth Management, LLC.
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Meridian Wealth Partners, LLC
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Verdence Capital Advisors LLC
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Everest Management Corp.
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Mb, Levis & Associates, Llc
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MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
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CBIZ Investment Advisory Services, LLC
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Unique Wealth, Llc
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Elmwood Wealth Management, Inc.
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Strategies Wealth Advisors, LLC
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Rehmann Capital Advisory Group
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Matrix Trust Co
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Maryland Capital Advisors Inc.
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Concord Wealth Partners
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Prosperity Consulting Group, LLC
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Harbor Asset Planning, Inc.
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RFP Financial Group LLC
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|
United Services Automobile Association
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First National Bank of Mount Dora, Trust Investment Services
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Northwest Wealth Management, Llc
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Bellevue Asset Management, Llc
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BOK Financial Private Wealth, Inc.
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BTG Pactual Asset Management US LLC
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D.a. Davidson & Co.
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Nwam Llc
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Focus Financial Network, Inc.
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Glen Eagle Advisors, LLC
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ProVise Management Group, LLC
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Werba Rubin Papier Wealth Management
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|
HighMark Wealth Management LLC
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Franklin Resources Inc
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Chancellor Financial Group WB LP
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Van Strum & Towne Inc.
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Insigneo Advisory Services, Llc
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Ssi Investment Management Llc
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Mesirow Financial Investment Management, Inc.
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Essex LLC
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Grove Bank & Trust
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United Bank
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Wall Street Access Asset Management, LLC
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Glenmede Trust Co Na
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Selective Wealth Management, Inc.
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Robertson Stephens Wealth Management, LLC
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Secured Retirement Advisors, Llc
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Center for Financial Planning, Inc.
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Milestone Investment Advisors LLC
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American Capital Advisory, LLC
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Whittier Trust Co
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Kwmg, Llc
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JMG Financial Group, Ltd.
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Absolute Capital Management, LLC
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Avestar Capital, LLC
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Tilson Financial Group, Inc.
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Principal Securities, Inc.
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SJS Investment Consulting Inc.
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Prudent Man Advisors, LLC
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Lansing Street Advisors
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Quarry Hill Advisors, Llc
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Harbor Investment Advisory, Llc
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Fortress Wealth Management, Inc.
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West Financial Advisors, LLC
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Ashton Thomas Private Wealth, LLC
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Foster Group, Inc.
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Integrity Wealth Solutions LLC
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Fortis Group Advisors, LLC
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Capital Investment Advisors, LLC
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180 Wealth Advisors, Llc
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Citadel Advisors Llc
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Teachers Insurance & Annuity Association Of America
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Northstar Group, Inc.
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Seed Wealth Management, Inc.
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Pensionmark Financial Group, Llc
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David Kennon Inc
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Bogart Wealth, LLC
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|
Guyasuta Investment Advisors Inc
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|
Penney Financial, LLC
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|
Cerity Partners LLC
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SwitchPoint Financial Planning, LLC
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Bradley & Co. Private Wealth Management, LLC
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|
Klingman & Associates, LLC
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|
Forum Financial Management, LP
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Cypress Capital, LLC
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Leelyn Smith, LLC
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1832 Asset Management L.P.
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GeoWealth Management, LLC
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Gibbs Wealth Management
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Sovran Advisors, LLC
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Cooksen Wealth, LLC
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Joel Isaacson & Co., LLC
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Rialto Wealth Management, LLC
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Pinnacle Bancorp, Inc.
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Smartleaf Asset Management LLC
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Pinnacle Associates Ltd
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|
RIA Advisory Group LLC
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|
Greenwood Gearhart Inc
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|
Bowman & Co S.C.
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
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|
Lodestar Private Asset Management Llc
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|
Aberdeen Wealth Management LLC
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|
Jones Financial Companies Lllp
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GPS Wealth Strategies Group, LLC
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Change Path, LLC
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JBR Co Financial Management Inc
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Hrc Wealth Management, Llc
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Prudent Man Investment Management, Inc.
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Bartlett & Co. Wealth Management Llc
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Vestmark Advisory Solutions, Inc.
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Mitchell Mcleod Pugh & Williams Inc
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Rossby Financial, LCC
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Mutual Advisors, LLC
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Synergy Financial Group, LTD
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Investor's Fiduciary Advisor Network, LLC
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Christensen, King & Associates Investment Services, Inc.
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Citizens Financial Group Inc/ri
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Graves-Light Private Wealth Management, Inc.
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Sykon Capital Llc
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Morris Financial Concepts, Inc.
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Advisor Group Holdings, Inc.
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CX Institutional
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Foundations Investment Advisors, LLC
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Madison Wealth Partners, Inc
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Retirement Guys Formula Llc
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1620 Investment Advisors, Inc.
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Heritage Financial Services, LLC
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Apollon Wealth Management, LLC
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Transcend Wealth Collective, Llc
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|
S.A. Mason LLC
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Armis Advisers, LLC
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Summit Trail Advisors, Llc
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Everhart Financial Group, Inc.
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Independent Family Office, LLC
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Rinkey Investments
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Accretive Wealth Partners, LLC
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EverSource Wealth Advisors, LLC
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Koshinski Asset Management, Inc.
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NorthRock Partners, LLC
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Aletheian Wealth Advisors LLC
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Hm Payson & Co
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Sovereign Investment Advisors, LLC
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Virtue Capital Management, LLC
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Nikulski Financial, Inc.
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Jfs Wealth Advisors, Llc
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Snowden Capital Advisors LLC
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Mallini Complete Financial Planning LLC
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|
Comerica Bank
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|
Rothschild Investment Llc
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|
Root Financial Partners, LLC
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|
Parkside Financial Bank & Trust
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Fermata Advisors, LLC
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Wellspring Financial Advisors, LLC
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|
Genesis Private Wealth, Llc
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BWM Planning, LLC
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|
Brio Consultants, LLC
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|
Unison Advisors LLC
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|
First PREMIER Bank
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|
Optas, LLC
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|
Lindenwold Advisors
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|
Two Sigma Securities, Llc
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|
Brown Brothers Harriman & Co
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Atticus Wealth Management, Llc
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Red Door Wealth Management, LLC
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|
Belpointe Asset Management LLC
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CFO4Life Group, LLC
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Cvfg Llc
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Squarepoint Ops LLC
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BlackRock, Inc.
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Clarity Capital Advisors, LLC
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Vise Technologies, Inc.
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Keystone Financial Group
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Eldridge Investment Advisors, Inc.
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|
O'Brien Wealth Partners LLC
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Monument Group Wealth Advisors, LLC
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Evoke Wealth, Llc
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SageView Advisory Group, LLC
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Key FInancial Inc
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Sloy Dahl & Holst, LLC
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Northwestern Mutual Wealth Management Co
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Callan Family Office, LLC
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HTG Investment Advisors, Inc.
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Sagespring Wealth Partners, Llc
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Lakewood Asset Management LLC
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Buckingham Strategic Partners
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Freedom Day Solutions, LLC
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JDH Wealth Management, LLC
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Mather Group, Llc.
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Benchmark Wealth Management, LLC
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Clayton Partners LLC
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Olistico Wealth, LLC
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Allworth Financial LP
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Shelter Mutual Insurance Co
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Beaumont Financial Advisors, LLC
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Drystone LLC
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Applied Capital LLC
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Souders Financial Advisors
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Portside Wealth Group, LLC
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N.E.W. Advisory Services LLC
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Good Life Advisors, LLC
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Marquette Associates, Inc.
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Financial Network Wealth Management LLC
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Kestra Investment Management, LLC
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Icon Wealth Advisors, LLC
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Toroso Investments, LLC
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Tudor Investment Corp Et Al
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Gold Investment Management Ltd.
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Everstar Asset Management, LLC
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Hills Bank & Trust Co
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Financial Connections Group, Inc.
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Conquis Financial Llc
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Newbridge Financial Services Group, Inc.
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LJI Wealth Management, LLC
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TD Waterhouse Canada Inc.
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Quantum Financial Planning Services, Inc.
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Modera Wealth Management, LLC
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FSA Wealth Management LLC
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Grimes & Company, Inc.
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Miracle Mile Advisors, LLC
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Safeguard Financial, LLC
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Duncan Williams Asset Management, LLC
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Allium Financial Advisors, Llc
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Fort Henry Capital, LLC
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Strategic Blueprint, LLC
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Woodside Wealth Management LLC
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Trustmark National Bank Trust Department
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PrairieView Partners, LLC
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McCarthy Grittinger Financial Group, LLC
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Valpey Financial Services, LLC
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Austin Private Wealth, LLC
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Pinnacle Wealth Management Advisory Group, LLC
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Carl P. Sherr & Co., LLC
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Brown, Lisle/cummings, Inc.
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Evermay Wealth Management Llc
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Capital Group Private Client Services, Inc.
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Salus Financial Advisors, LLC
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Stockman Wealth Management, Inc.
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FC Advisory LLC
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Caliber Wealth Management, LLC / KS
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BLB&B Advisors, LLC
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Alpha Financial Partners, LLC
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Leavell Investment Management, Inc.
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High Net Worth Advisory Group LLC
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Efficient Advisors, LLC
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Professional Financial Advisors, LLC
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Covestor Ltd
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Janus Henderson Group Plc
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Evanson Asset Management, LLC
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Regimen Wealth, Llc
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YANKCOM Partnership
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Creative Planning
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Peapack Gladstone Financial Corp
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Auxano Advisors, LLC
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One Day In July LLC
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McGrath & Associates, Inc.
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Cornerstone Advisors Asset Management, Inc
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Pettyjohn, Wood & White, Inc
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Fifth Third Bancorp
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CENTRAL TRUST Co
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Financial Perspectives, Inc
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Jacobi Capital Management LLC
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Safe Harbor Fiduciary, LLC
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Putney Financial Group LLC
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Seneca Financial Advisors LLC
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Sei Investments Co
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Oakworth Capital, Inc.
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McKinley Carter Wealth Services, Inc.
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Equitable Holdings, Inc.
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Sageworth Trust Co
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SC&H Financial Advisors, Inc.
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Kraft, Davis & Associates, LLC
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Gleason Group, Inc.
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Northeast Financial Group, Inc.
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Westwood Holdings Group Inc
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Bahl & Gaynor Inc
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Bridge Creek Capital Management LLC
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Mosaic Advisors LLC
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Burns J W & Co Inc/ny
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Traveka Wealth, LLC
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Pathstone Holdings, LLC
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CoreFirst Bank & Trust
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Community Bank, N.A.
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Assetmark, Inc
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Northern Trust Corp
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Kiker Wealth Management, LLC
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Gerber Kawasaki Wealth & Investment Management
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San Luis Wealth Advisors LLC
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Waldron Private Wealth LLC
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Heritage Wealth Management, Inc.
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Bricktown Capital, LLC
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Envestnet Portfolio Solutions, Inc.
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Rooted Wealth Advisors, Inc.
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Davis Investment Partners, LLC
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Tidal Trust II - Return Stacked Global Stocks & Bonds ETF
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Congress Wealth Management LLC / DE /
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Aspect Partners, LLC
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German American Bancorp, Inc.
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Coastline Trust Co
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Wetzel Investment Advisors, Inc.
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Panoramic Investment Advisors, Llc
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New World Advisors LLC
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Summit X, LLC
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Prime Capital Investment Advisors, LLC
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Moser Wealth Advisors, LLC
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Michael A. Dubis Financial Planning, LLC
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Lido Advisors, LLC
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Phillips Financial Management, Llc
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Qube Research & Technologies Ltd
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|
Good Steward Wealth Advisors,LLC
|
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Ritholtz Wealth Management
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St Germain D J Co Inc
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Jackson, Grant Investment Advisers, Inc.
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Mercer Global Advisors Inc /adv
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Wallace Advisory Group, LLC
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Meridian Investment Counsel Inc.
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Rappaport Reiches Capital Management, LLC
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Midwest Trust Co
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Bokf, Na
|
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Aspire Private Capital, LLC
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|
Northeast Planning Associates, Inc. / Nh /
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|
Weik Capital Management
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Sentinus, LLC
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Cliftonlarsonallen Wealth Advisors, Llc
|
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|
Synovus Financial Corp
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|
Glass Jacobson Investment Advisors llc
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Hartmann Taylor Wealth Management, LLC
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Wells Fargo & Company/mn
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Mustico Financial Group, Inc.
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Vista Investment Partners Ii, Llc
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Alhambra Investment Partners LLC
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|
Breakwater Capital Group
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Disciplined Investors, L.L.C.
|
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|
SOUTH STATE Corp
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Barrett & Company, Inc.
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Seamount Financial Group Inc
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Gradient Capital Advisors, LLC
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Cornerstone Advisory, LLC
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Maia Wealth LLC
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Tolleson Wealth Management, Inc.
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|
Schaper Benz & Wise Investment Counsel Inc/wi
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Trust Co Of Toledo Na /oh/
|
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Valmark Advisers, Inc.
|
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|
Sepio Capital, LP
|
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|
Quantinno Capital Management LP
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AlphaStar Capital Management, LLC
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|
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|
Fiduciary Group LLC
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|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
Tsfg, Llc
|
|
|
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|
Magnolia Private Wealth, LLC
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|
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|
Daymark Wealth Partners, Llc
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|
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|
Baker Ellis Asset Management LLC
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|
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|
Cahill Financial Advisors Inc
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|
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|
Fisher Asset Management, LLC
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|
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|
Pillar Financial Advisors, LLC
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|
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|
M&t Bank Corp
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|
Cornerstone Financial Group, LLC /NE/
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
Theory Financial Llc
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
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|
|
Meredith Wealth Planning
|
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|
|
|
Accredited Investors Inc.
|
|
|
|
|
Seacrest Wealth Management, Llc
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Smith & Howard Wealth Management, LLC
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Madison Park Capital Advisors, LLC
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Peak Financial Management, Inc.
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|
SPC Financial, Inc.
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Bleakley Financial Group, LLC
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|
Consultiva Wealth Management, Corp.
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|
Pennington Partners & Co., Llc
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Kingstone Capital Partners Texas, LLC
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|
|
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|
Level Wealth Management LLC
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|
Semitam Bonam Llc
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|
Mill Creek Capital Advisors, LLC
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|
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|
Life Planning Partners, Inc
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|
Flagship Harbor Advisors, Llc
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|
|
|
EDGI - Advisors' Inner Circle Fund II - 3EDGE Dynamic International Equity ETF
|
|
|
|
|
LongView Wealth Management
|
|
|
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|
S&t Bank/pa
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
Gryphon Financial Partners LLC
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|
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|
DiMeo Schneider & Associates, L.L.C.
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|
Opal Wealth Advisors, LLC
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True Wealth Design, LLC
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Vernal Point Advisors, LLC
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Summit Financial Strategies, Inc.
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VSM Wealth Advisory, LLC
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Cobblestone Capital Advisors Llc /ny/
|
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|
Curio Wealth, Llc
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|
|
|
Rockbridge Investment Management, LCC
|
|
|
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|
Register Financial Advisors LLC
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|
|
|
GFS Advisors, LLC
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|
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|
Wsfs Capital Management, Llc
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|
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|
L.m. Kohn & Company
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|
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|
Savant Capital, LLC
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|
|
|
|
DT Investment Partners, LLC
|
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|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
Independence Bank of Kentucky
|
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|
BIP Wealth, LLC
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|
CRA Financial Services, LLC
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|
First City Capital Management, Inc.
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|
Bordeaux Wealth Advisors LLC
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Capstone Wealth Management, LLC
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|
Kingsview Wealth Management, LLC
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|
Dorsey & Whitney Trust CO LLC
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|
Hubbell Strickland Wealth Management, LLC
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|
UNIVEST FINANCIAL Corp
|
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|
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|
Mount Yale Investment Advisors, LLC
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|
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|
KC Investment Advisors, LLC
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|
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|
Sowell Financial Services LLC
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|
HBW Advisory Services LLC
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|
Nations Financial Group Inc, /ia/ /adv
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Graney & King, LLC
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|
Newman Dignan & Sheerar, Inc.
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|
Azimuth Capital Investment Management LLC
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|
United Community Bank
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|
Tobias Financial Advisors, Inc.
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
Sageworth Trust Co of South Dakota
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
Gridiron Partners, LLC
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|
|
|
Exencial Wealth Advisors, Llc
|
|
|
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|
Cohen Investment Advisors LLC
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|
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|
Patriot Financial Group Insurance Agency, LLC
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|
SOA Wealth Advisors, LLC.
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|
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|
Jane Street Group, Llc
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|
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|
Hobart Private Capital, LLC
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|
|
|
|
FourThought Financial Partners, LLC
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|
|
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|
Bath Savings Trust Co
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
Barclays Plc
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
Laurel Wealth Planning LLC
|
|
|
|
|
Advisory Services Network, LLC
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|
|
|
|
Transce3nd, LLC
|
|
|
|
|
Tortoise Investment Management, LLC
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|
|
|
|
Leo Wealth, LLC
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|
|
|
|
Greenline Partners, LLC
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|
|
|
|
Larson Financial Group LLC
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|
|
|
WealthCollab, LLC
|
|
|
|
|
Cypress Point Wealth Management, LLC
|
|
|
|
|
Gibson Wealth Advisors LLC
|
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|
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|
Berger Financial Group, Inc
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|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
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|
Traphagen Investment Advisors Llc
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|
Capital Wealth Alliance, LLC
|
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|
Scott & Selber, Inc.
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Planning Directions Inc
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MontVue Capital Management, Inc.
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|
Silver Coast Investments LLC
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|
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Midwest Capital Advisors, LLC
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|
CVA Family Office, LLC
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|
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|
Warner Financial, Inc
|
|
|
|
|
Bell Investment Advisors, Inc
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|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
Revolve Wealth Partners, LLC
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|
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|
Family CFO Inc
|
|
|
|
|
FIDELIS iM, LLC
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
Manchester Capital Management LLC
|
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|
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|
Wescott Financial Advisory Group, LLC
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|
Avalon Trust Co
|
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Hoxton Planning & Management, LLC
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Bedel Financial Consulting, Inc.
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Abacus Planning Group, Inc.
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Collective Family Office Llc
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Lindbrook Capital, Llc
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Capital Analysts, Inc.
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|
Helium Advisors LLC
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|
Bank of New Hampshire
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Annex Advisory Services, LLC
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|
YHB Investment Advisors, Inc.
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|
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|
C M Bidwell & Associates Ltd
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|
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|
Montz Harcus Wealth Management LLC
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|
Sequoia Financial Advisors, LLC
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|
Strategic Investment Advisors / MI
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|
North Capital, Inc.
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|
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|
Whitaker-Myers Wealth Managers, LTD.
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|
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|
Badgley Phelps Wealth Managers, LLC
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|
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|
Cambridge Associates Llc /ma/ /adv
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|
|
|
|
Luminvest Wealth Management LLC
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|
|
|
Monograph Wealth Advisors, Llc
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|
Cascades Capital Asset Management, LLC
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|
|
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|
Second Line Capital, LLC
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Serenus Wealth Advisors, LLC
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Lazari Capital Management, Inc.
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|
Beaumont Asset Management, L.L.C.
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Friday Financial
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SBI Securities Co., Ltd.
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|
Deutsche Bank Ag\
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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|
Geneos Wealth Management Inc.
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|
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|
Fortis Capital Advisors, LLC
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|
First American Financial Corp
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|
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|
Birchcreek Wealth Management, LLC
|
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|
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|
Stratos Wealth Partners, LTD.
|
|
|
|
|
Stonekeep Investments, LLC
|
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|
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|
Pitti Group Wealth Management, LLC
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|
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|
Colonial Trust Advisors
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|
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|
RKL Wealth Management LLC
|
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|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
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Lionsbridge Wealth Management LLC
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Avalon Advisory Group
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Tiaa Trust, National Association
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Brady Martz Wealth Solutions, LLC
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Wealth Group Ltd
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Addison Advisors LLC
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Bank Of Nova Scotia Trust Co
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Golden State Wealth Management, LLC
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Ronald Blue Trust, Inc.
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Investors Research Corp
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Romano Brothers And Company
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Goldman Sachs Group Inc
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Navigoe, LLC
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Cambridge Investment Research Advisors, Inc.
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SOL Capital Management CO
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Bnp Paribas Arbitrage, Sa
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Florida Financial Advisors, Llc
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Concurrent Investment Advisors, LLC
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Brandywine Oak Private Wealth Llc
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Kerntke Otto McGlone Wealth Management Group
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Emerald Investment Partners, Llc
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Joel Adams & Associates, Inc.
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Davis Capital Management
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TRUE Private Wealth Advisors
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Graypoint LLC
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GSG Advisors LLC
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Montag A & Associates Inc
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Retirement Wealth Solutions LLC
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Mission Creek Capital Partners, Inc.
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Spectrum Wealth Counsel, LLC
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Asset Dedication, LLC
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First Citizens Financial Corp
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Gwn Securities Inc.
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Talon Private Wealth, LLC
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Global Endowment Management, LP
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Cherry Tree Wealth Management, LLC
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Investment Advisory Group, LLC
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Eastern Bank
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MOKAN Wealth Management Inc.
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Blackhawk Capital Partners LLC.
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BRYN MAWR TRUST Co
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Atria Wealth Solutions, Inc.
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Comprehensive Financial Management LLC
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Keyes, Stange & Wooten Wealth Management, LLC
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Genesis Wealth Advisors, LLC
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Ellis Investment Partners, LLC
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Twin Peaks Wealth Advisors, LLC
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Fiduciary Advisors, Inc.
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Northwest Capital Management Inc
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Sax Wealth Advisors, Llc
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Fonville Wealth Management LLC
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CIBC World Markets Inc.
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DeDora Capital, Inc.
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Atria Investments Llc
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CSM Advisors, LLC
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Citigroup Inc
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Exeter Financial, LLC
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Sterling Wealth Management, Inc.
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CFS Investment Advisory Services, LLC
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Asset Management Group, Inc.
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Hopwood Financial Services, Inc.
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HT Partners LLC
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Farther Finance Advisors, LLC
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Frazier Financial Advisors, LLC
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Per Stirling Capital Management, LLC.
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Howard Wealth Management, Llc
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Bridgewater Advisors Inc.
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Captrust Financial Advisors
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Aufman Associates Inc
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Provenance Wealth Advisors, LLC
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Napatree Capital Llc
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Annandale Capital, LLC
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Oak Family Advisors, Llc
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Kaye Capital Management
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Spire Wealth Management
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SAM Advisors, LLC
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Fairway Wealth LLC
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LPL Financial LLC
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Wealthspire Advisors, LLC
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Legacy Financial Group, Inc.
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Arbor Wealth Advisors LLC
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Salem Investment Counselors Inc
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J.w. Cole Advisors, Inc.
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Hudock, Inc.
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GWM Advisors LLC
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Integris Wealth Management, LLC
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Financial Network Wealth Advisors LLC
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Iron Horse Wealth Management, LLC
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DAVENPORT & Co LLC
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Net Worth Advisory Group
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Manuka Financial, LLC
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Private Trust Co Na
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O'shaughnessy Asset Management, Llc
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Farmers & Merchants Investments Inc
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American National Bank
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Anson Capital, Inc.
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FF Advisors,LLC
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Wealth Architects, LLC
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Obsidian Personal Planning Solutions LLC
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U.S. Capital Wealth Advisors, LLC
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Twin Lakes Capital Management, LLC
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Atomi Financial Group, Inc.
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Financial Freedom, LLC
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Dana Investment Advisors, Inc.
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Coyle Financial Counsel LLC
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D.B. Root & Company, LLC
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RMB Capital Management, LLC
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Schechter Investment Advisors, LLC
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Hartford Financial Management Inc.
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Zrc Wealth Management, Llc
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National Asset Management, Inc.
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Roble, Belko & Company, Inc
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Signature Estate & Investment Advisors Llc
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Wbh Advisory Inc
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Sound Income Strategies, LLC
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Bragg Financial Advisors, Inc
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Bfsg, Llc
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Financial Architects, LLC
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HighTower Advisors, LLC
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Wiley Bros.-aintree Capital, Llc
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Adirondack Trust Co
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Red Wave Investments LLC
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Kiley Juergens Wealth Management, Llc
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Becker Capital Management Inc
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Natixis Advisors, L.p.
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Integrated Advisors Network LLC
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OmniStar Financial Group, Inc.
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Strategic Financial Services, Inc,
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Precedent Wealth Partners, Llc
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Signaturefd, Llc
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Hurlow Wealth Management Group, Inc.
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Aspen Capital Management, LLC
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Essential Planning, LLC.
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Truist Financial Corp
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Whittier Trust Co Of Nevada Inc
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Providence First Trust Co
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McCarthy Asset Management, Inc.
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Jim Saulnier & Associates, Llc
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Quantum Capital Management, LLC / NJ
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My Personal CFO, LLC
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Walker Financial Services, Inc.
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Alta Wealth Advisors LLC
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SilverOak Wealth Management LLC
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Curran Financial Partners, LLC
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Elm Partners Management LLC
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Evergreen Wealth Management, LLC
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TD Capital Management LLC
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Country Club Bank /gfn
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Hanlon Investment Management, Inc.
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Nicholas Hoffman & Company, LLC.
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Elm3 Financial Group, LLC
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Fire Capital Management LLC
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Coldstream Capital Management Inc
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Simon Quick Advisors, Llc
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Regal Investment Advisors LLC
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Osborne Partners Capital Management, Llc
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Melfa Wealth Management, Llc
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Tanglewood Legacy Advisors, LLC
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Cottage Street Advisors LLC
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Walkner Condon Financial Advisors LLC
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Verity Asset Management, Inc.
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Legacy Bridge, LLC
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Ervin Investment Management, LLC
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Atlas Legacy Advisors, LLC
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Sunbelt Securities, Inc.
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GoalVest Advisory LLC
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Inlet Private Wealth, LLC
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49 Wealth Management, Llc
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Prudential Plc
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Continental Investors Services, Inc.
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Culbertson A N & Co Inc
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FSA Investment Group, LLC
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Dunhill Financial, LLC
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Greenbush Financial Group, LLC
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Arete Wealth Advisors, LLC
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CNB Bank
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BIP Alliance, LLC
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Naples Global Advisors, Llc
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Nvwm, Llc
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Catalyst Private Wealth, Llc
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Clarity Wealth Advisors, LLC
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Fulton Bank, N.a.
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Schulz Wealth, LTD.
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IPG Investment Advisors LLC
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NCM Capital Management, LLC
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Gordian Advisors LLC
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Moneta Group Investment Advisors Llc
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Palisade Asset Management, LLC
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Willow Creek Wealth Management Inc.
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Opes Wealth Management LLC
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B&D White Capital Company, LLC
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Charles Schwab Trust Co
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Steward Partners Investment Advisory, Llc
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Painted Porch Advisors LLC
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Diversified Trust Co
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Cora Capital Advisors Llc
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MJT & Associates Financial Advisory Group, Inc.
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Solidarilty Wealth, LLC
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Global Retirement Partners, LLC
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Roberts Glore & Co Inc /il/
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Thornburg Investment Management Inc
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Peoples Financial Services Corp.
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Prospera Capital Management, LLC
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Abound Wealth Management
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Wealthcare Advisory Partners LLC
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Evolution Advisers, Inc.
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Embree Financial Group
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Halbert Hargrove Global Advisors, Llc
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Northwest Financial Advisors
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RBF Capital, LLC
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Vista Wealth Management Group, LLC
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Pinnacle Financial Group, LLC / IL
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Founders Financial Securities Llc
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Cairn Investment Group, Inc.
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Bay Harbor Wealth Management, LLC
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Nixon Peabody Trust Co
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City State Bank
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Brighton Jones Llc
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Shepherd Financial Partners LLC
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Chesapeake Wealth Management
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Iron Financial, LLC
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First Heartland Consultants, Inc.
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Zhang Financial LLC
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Archer Investment Corp
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Nicolet Bankshares Inc
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Advantage Trust Co
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Gradient Investments LLC
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Hancock Whitney Corp
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Boston Family Office Llc
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Swisher Financial Concepts, Inc.
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Towneley Capital Management, Inc / DE
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Betterment LLC
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Frank, Rimerman Advisors LLC
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Ridgewood Investments LLC
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Diversify Advisory Services, LLC
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Symphony Financial, Ltd. Co.
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Smith Chas P & Associates Pa Cpas
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Caldwell Securities, Inc
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Hemington Wealth Management
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Cynosure Management, Llc
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Elwood & Goetz Wealth Advisory Group, LLC
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Cedar Mountain Advisors, LLC
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Alliance Wealth Advisors, LLC /UT
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Sentinel Trust Co Lba
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Ancora Advisors, LLC
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Summit Wealth Group, LLC
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Financial Advocates Investment Management
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Clarius Group, LLC
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Cushing Capital Partners, LLC
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Nicolet Advisory Services, Llc
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Shade Tree Advisors LLC
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Kathmere Capital Management, LLC
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Wolf Group Capital Advisors
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Lebenthal Global Advisors, LLC
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Thompson Investment Management, Inc.
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AdvisorNet Financial, Inc
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Trueblood Wealth Management, LLC
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Main Street Financial Solutions, LLC
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Laird Norton Trust Company, Llc
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Rocky Mountain Advisers, Llc
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Endowment Wealth Management, Inc.
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Dougherty Wealth Advisers LLC
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Grey Fox Wealth Advisors, LLC
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Private Advisor Group, LLC
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Sicart Associates LLC
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Regatta Capital Group, Llc
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TCG Advisory Services, LLC
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Hilltop National Bank
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Drucker Wealth 3.0, LLC
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Welch & Forbes Llc
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First National Bank Of Omaha
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Aperture Investors, LLC
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Modern Wealth Management, LLC
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Financial Advisors Network, Inc.
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Diversify Wealth Management, Llc
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Long Run Wealth Advisors, LLC
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CWS Financial Advisors, LLC
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Breakwater Investment Management
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Signature Securities Group Corporation
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Options Solutions, Llc
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Central Pacific Bank - Trust Division
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Coston, McIsaac & Partners
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Macroview Investment Management Llc
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Ballentine Partners, LLC
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HF Advisory Group, LLC
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Prospera Financial Services Inc
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Pinnacle Wealth Planning Services, Inc.
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Truepoint, Inc.
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VestGen Advisors, LLC
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Websterrogers Financial Advisors, Llc
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Signal Advisors Wealth, LLC
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Columbia Asset Management
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Chevy Chase Trust Holdings, Inc.
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Bristlecone Advisors, LLC
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Empower Advisory Group, LLC
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We Are One Seven, LLC
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Bbr Partners, Llc
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Farrell Financial LLC
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Regions Financial Corp
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Nabity-Jensen Investment Management Inc
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Gould Capital, LLC
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Ade, Llc
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OLIO Financial Planning
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Bluestem Financial Advisors, Llc
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Birchbrook, Inc.
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Proffitt & Goodson Inc
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Journey Strategic Wealth Llc
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Integrated Wealth Concepts LLC
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Hartland & Co., LLC
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Trinity Wealth Management, LLC
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Allen Investment Management LLC
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Harbour Investments, Inc.
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Davidson Kahn Capital Management, LLC
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Independent Advisor Alliance
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Belmont Capital, LLC
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Milestone Asset Management Group, LLC
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StoneX Group Inc.
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Patriot Investment Management Inc.
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TruNorth Capital Management, LLC
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DSG Capital Advisors, LLC
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Chicago Capital, LLC
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Western Pacific Wealth Management, LP
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Rsm Us Wealth Management Llc
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Ogorek Anthony Joseph /ny/ /adv
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Kingswood Wealth Advisors, Llc
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Summit Wealth Group Llc / Co
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Goldstein Advisors, LLC
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Pnc Financial Services Group, Inc.
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Archvest Wealth Advisors, Inc.
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Wayfinding Financial, LLC
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Allen Mooney & Barnes Investment Advisors LLC
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United Capital Financial Advisers, Llc
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Verisail Partners, LLC
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Atlantic Union Bankshares Corp
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Advisors Capital Management, LLC
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Roof Eidam & Maycock/adv
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Garrett Investment Advisors LLC
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L.K. Benson & Company, P.C.
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Riverview Trust Co
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Cresset Asset Management, LLC
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Susquehanna International Group, Llp
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Carl Stuart Investment Advisor, Inc
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New England Private Wealth Advisors LLC
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Commonwealth Equity Services, Llc
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Cahaba Wealth Management, Inc.
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Cornerstone Wealth Management, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class
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Strategic Wealth Partners, Ltd.
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Commerce Bank
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Pasadena Private Wealth, LLC
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Winch Advisory Services, LLC
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Mayport, Llc
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Davis R M Inc
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Glenmede Investment Management, LP
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Equita Financial Network, Inc.
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Quadrant Private Wealth Management, LLC
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Transform Wealth, LLC
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Valley National Advisers Inc
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Brookwood Investment Group LLC
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Centricity Wealth Management, LLC
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Meridian Wealth Management, LLC
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Gateway Wealth Partners, LLC
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Silver Oak Advisory Group, Inc.
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Jupiter Wealth Management LLC
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Boyd Wealth Management, LLC
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Kovitz Investment Group Partners, LLC
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FRG Family Wealth Advisors LLC
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Winthrop Advisory Group LLC
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Missouri Trust & Investment Co
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HBK Sorce Advisory LLC
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CFC Planning Co LLC
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Sigma Planning Corp
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RFG Advisory, LLC
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Axiom International Investors Llc /de
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EP Wealth Advisors, Inc.
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Thoroughbred Financial Services, Llc
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Prepared Retirement Institute LLC
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Atlantic Private Wealth, LLC
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Wesbanco Bank Inc
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Liberty Capital Management, Inc.
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Rakuten Securities, Inc.
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Warren Averett Asset Management, LLC
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Certior Financial Group, Llc
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Legacy Private Trust Co.
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AllSquare Wealth Management LLC
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Plante Moran Financial Advisors, LLC
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Fiduciary Trust Co
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Stordahl Capital Management, Inc.
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Crestwood Advisors Group LLC
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SYM FINANCIAL Corp
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American Financial Advisors, LLC
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Anchor Investment Management, LLC
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American Investment Services, Inc.
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Atlantic Trust, LLC
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Certified Advisory Corp
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Sunflower Bank, N.A.
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Axis Wealth Partners, LLC
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Gts Securities Llc
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Dynamic Advisor Solutions LLC
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Sawyer & Company, Inc
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O'ROURKE & COMPANY, Inc
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Libra Wealth Llc
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WorthPointe, LLC
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RiverFront Investment Group, LLC
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New Covenant Trust Company, N.A.
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Peterson Wealth Advisors, LLC
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Creekside Partners
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Apella Capital, LLC
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Beacon Capital Management, LLC
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Keel Point, LLC
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Latigo Investments, LLC
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Adviser Investments LLC
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Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R
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Strategic Financial Partners, Ltd.
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Chicago Partners Investment Group LLC
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Brookstone Capital Management
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Cetera Trust Company, N.A
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Avion Wealth
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Keybank National Association/oh
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Johnson Financial Group, Inc.
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Diversified Portfolios, Inc.
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Bryant Woods Investment Advisors, LLC
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Connecticut Wealth Management, LLC
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Golden State Equity Partners
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Paladin Advisory Group, LLC
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Clearbridge Investments, LLC
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Dakota Wealth Management
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Cardiff Park Advisors, Llc
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Bank Of Montreal /can/
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Financial Partners Group, LLC
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BetterWealth, LLC
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Prime Buchholz LLC
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Hollencrest Capital Management
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Paradigm Capital Management, LLC/NV
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Traynor Capital Management, Inc.
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Townsquare Capital Llc
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Intelligent Financial Strategies
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First Hawaiian Bank
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Stephenson National Bank & Trust
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Lunt Capital Management, Inc.
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Estate Counselors, LLC
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Ally Invest Advisors Inc.
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Kmt Wealth Management, Llc
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National Bank Of Canada /fi/
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Valeo Financial Advisors, LLC
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Altiora Financial Group, LLC
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Pure Financial Advisors, Inc.
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Moisand Fitzgerald Tamayo, LLC
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Baldwin Investment Management, LLC
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Granite Bay Wealth Management, LLC
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Wealthstream Advisors, Inc.
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Christopher J. Hasenberg, Inc
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Okabena Investment Services Inc
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Sand Hill Global Advisors, LLC
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EnRich Financial Partners LLC
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Patton Albertson Miller Group, Llc
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Mariner, LLC
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Duncker Streett & Co Inc
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Acorn Financial Advisory Services Inc /adv
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XY Planning Network, Inc.
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VERITY Wealth Advisors
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Youngs Advisory Group, Inc.
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Csenge Advisory Group
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Citrine Capital LLC
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M3 Advisory Group, LLC
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BCJ Capital Management, LLC
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Joseph Group Capital Management
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Wade Financial Advisory, Inc
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Axiom Financial Strategies, LLC
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Schrum Private Wealth Management LLC
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Wiser Wealth Management, Inc
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Savvy Advisors, Inc.
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AlTi Global, Inc.
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Topsail Wealth Management, LLC
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Tandem Investment Partners LLC
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Minot DeBlois Advisors LLC
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LBJ Family Wealth Advisors, Ltd.
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JustInvest LLC
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Ieq Capital, Llc
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NewEdge Wealth, LLC
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Heritage Wealth Advisors
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North Star Investment Management Corp.
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Angeles Wealth Management, Llc
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Sage Financial Group Inc
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Sandy Spring Bank
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CIBC Private Wealth Group, LLC
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Cannon Financial Strategists, Inc.
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Tenon Financial LLC
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Capital Insight Partners, Llc
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Cape Investment Advisory, Inc.
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Sage Mountain Advisors LLC
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Oppenheimer & Co Inc
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EMC Capital Management
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Hoge Financial Services, Llc
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Briaud Financial Planning, Inc
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Financial Management Professionals, Inc.
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Oregon Pacific Wealth Management, LLC
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Van Eck Associates Corp
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FreeGulliver LLC
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Rakuten Investment Management, Inc.
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Jpmorgan Chase & Co
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Park Square Financial Group, LLC
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Meritage Portfolio Management
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RCS Financial Planning, LLC
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Noble Wealth Management PBC
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Crumly & Associates Inc.
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Chesley Taft & Associates LLC
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LRI Investments, LLC
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HB Wealth Management, LLC
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3EDGE Asset Management, LP
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Westside Investment Management, Inc.
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Clark Asset Management, LLC
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Affiance Financial, LLC
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Callan Capital, LLC
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Pacific Center for Financial Services
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International Assets Investment Management, Llc
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Von Berge Wealth Management Group, LLC
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Ascent Group, LLC
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Dearborn Partners Llc
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White Lighthouse Investment Management Inc.
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Tanager Wealth Management LLP
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Greenhouse Wealth Management, LLC
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Bulltick Wealth Management, LLC
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Apollon Financial, LLC
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Onyx Bridge Wealth Group LLC
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Miramar Capital, LLC
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Colonial Trust Co / SC
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Arista Wealth Management, LLC
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Keeler & Nadler Financial Planning & Wealth Management
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Mission Wealth Management, Lp
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Well Done, LLC
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Kera Capital Partners, Inc.
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Cura Wealth Advisors, Llc
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Lane & Associates LLC
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McClarren Financial Advisors, Inc.
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Busey Wealth Management
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Cyndeo Wealth Partners, LLC
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Ameritas Advisory Services, LLC
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Aqr Capital Management Llc
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FSC Wealth Advisors, LLC
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Trellis Wealth Advisors LLC
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Neuberger Berman Group LLC
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Umb Bank N A/mo
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OMNI 360 Wealth, Inc.
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Qrg Capital Management, Inc.
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Sunesis Advisors, LLC
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Beacon Financial Planning, Inc
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Hardy Reed LLC
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Coordinated Financial Services, Inc./CO
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Flower City Capital
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Wetherby Asset Management Inc
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Ausdal Financial Partners, Inc.
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Parkworth Wealth Management, Inc.
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Partners in Financial Planning
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Falcon Wealth Planning
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Upper Left Wealth Management, LLC
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Global Trust Asset Management, LLC
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Tribridge Partners Financial LLC
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Parallel Advisors, LLC
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Retirement Planning Group
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Royal Bank Of Canada
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Corrigan Financial, Inc.
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Wimmer Associates 1, Llc
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Washington Trust Bank
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Destination Wealth Management
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Laurel Wealth Advisors LLC
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Wingate Wealth Advisors, Inc.
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Penobscot Wealth Management
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M Wealth Management, LLC
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Delta Financial Group, Inc.
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Rockefeller Capital Management L.P.
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Unconventional Investor, LLC
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MCF Advisors LLC
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Mml Investors Services, Llc
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NorthLanding Financial Partners, LLC
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Tableaux Llc
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McLean Asset Management Corp
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Note Advisors, LLC
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Tower Research Capital LLC (TRC)
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IMA Wealth, Inc.
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Oak Wealth Advisors LLC
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Rockingstone Advisors LLC
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Insight 2811, Inc.
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TPG Advisors LLC
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Wealth Enhancement Advisory Services, Llc
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CoreCap Advisors, LLC
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Capital City Trust Co/fl
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McAdam, LLC
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OneAscent Financial Services LLC
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Garde Capital, Inc.
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Arlington Trust Co LLC
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Creekmur Asset Management LLC
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Roger Wittlin Investment Advisory, LLC
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Lowe Brockenbrough & Co Inc
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Confluence Wealth Services, Inc.
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Colony Group, LLC
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SimpliFi, Inc.
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Flaharty Asset Management, LLC
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IFG Advisory, LLC
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Charis Legacy Partners, LLC
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Optimum Investment Advisors
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Fmr Llc
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Silphium Asset Management Ltd
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Newton One Investments LLC
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JDM Financial Group LLC
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Kestra Private Wealth Services, Llc
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Angeles Investment Advisors, LLC
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EdgeRock Capital LLC
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Principal Street Partners, LLC
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Centaurus Financial, Inc.
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St. Louis Trust Co
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Benjamin Edwards Inc
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Ridgecrest Wealth Partners, Llc
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Beacon Bridge Wealth Partners, LLC
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Family Investment Center, Inc.
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Rockwood Wealth Management, LLC
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Aspiriant, Llc
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Annis Gardner Whiting Capital Advisors, LLC
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Capstone Financial Advisors, Inc.
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Quent Capital, LLC
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Forte Capital Llc /adv
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Pine Ridge Advisers LLC
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Prairiewood Capital, LLC
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Willis Johnson & Associates, Inc.
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FSA Advisors, Inc.
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UBS Group AG
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Bank Of America Corp /de/
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Flagship Private Wealth, LLC
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Summit Asset Management, LLC
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Pinnacle Financial Partners Inc
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SILVER OAK SECURITIES, Inc
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REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class
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First Manhattan Co
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Lynch Asset Management, Inc.
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Financial Symmetry Inc
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Index Fund Advisors, Inc.
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Hall Laurie J Trustee
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Bank of New York Mellon Corp
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Novem Group
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BridgePort Financial Solutions, LLC
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Sendero Wealth Management, LLC
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Main Line Retirement Advisors, LLC
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Mattern Wealth Management LLC
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Dodds Wealth, LLC
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First Command Advisory Services, Inc.
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Richardson Financial Services Inc.
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Bailard, Inc.
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Park Avenue Securities Llc
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Klingenstein Fields & Co Lp
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Wrapmanager Inc
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Bradley Foster & Sargent Inc/ct
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AE Wealth Management LLC
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KFA Private Wealth Group, LLC
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Raymond James Financial Inc
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Walter & Keenan Financial Consulting Co /mi/ /adv
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Magnus Financial Group LLC
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McIlrath & Eck, LLC
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Fairscale Capital, LLC
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Headland Capital, LLC
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Lummis Asset Management, LP
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Principle Wealth Partners Llc
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Wealth Effects Llc
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Cypress Capital Advisors, LLC
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Wedbush Securities Inc
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Magnolia Capital Advisors Llc
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SWAN Capital LLC
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Armstrong Advisory Group, Inc
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