Rsm Us Wealth Management Llc
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APCM Wealth Management for Individuals
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Independent Family Office, LLC
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BetterWealth, LLC
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Aureus Asset Management, LLC
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Prosperity Consulting Group, LLC
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OneAscent Financial Services LLC
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BlackRock, Inc.
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Clear Point Advisors Inc.
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TNKIX - 1290 Funds - 1290 Retirement 2030 Fund Class I
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Level Four Advisory Services, Llc
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Tranquilli Financial Advisor LLC
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Sebold Capital Management, Inc.
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First Heartland Consultants, Inc.
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Northwest Wealth Management, Llc
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Alesco Advisors Llc
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Koshinski Asset Management, Inc.
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Linscomb & Williams, Inc.
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Vista Wealth Management Group, LLC
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Gladstone Institutional Advisory LLC
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Baron Financial Group, LLC
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Hoge Financial Services, Llc
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Drucker Wealth 3.0, LLC
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Ascent Wealth Partners, LLC
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BCS Private Wealth Management, Inc.
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Hartland & Co., LLC
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BIP Alliance, LLC
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Corrigan Financial, Inc.
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Mitchell Mcleod Pugh & Williams Inc
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Eclectic Associates Inc /adv
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Strategic Investment Advisors / MI
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Hantz Financial Services, Inc.
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Security National Bank
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Obsidian Personal Planning Solutions LLC
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Florida Financial Advisors, Llc
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Family Wealth Partners, Llc
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Caldwell Securities, Inc
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Investors Research Corp
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Rs Crum Inc.
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Level Financial Advisors, Inc.
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Woodward Diversified Capital, Llc
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Farther Finance Advisors, LLC
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IETFX - ALPS Variable Investment Trust - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II
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Motco
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Mml Investors Services, Llc
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Three Bridge Wealth Advisors, LLC
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Montz Harcus Wealth Management LLC
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Fifth Third Securities, Inc.
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Frank, Rimerman Advisors LLC
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Navalign, LLC
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Chicago Partners Investment Group LLC
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Fsb Premier Wealth Management, Inc.
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Sandy Spring Bank
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Asset Dedication, LLC
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United Capital Financial Advisers, Llc
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Tortoise Investment Management, LLC
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Jackson Creek Investment Advisors LLC
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J.w. Cole Advisors, Inc.
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Waller Financial Planning Group, Inc
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Forthright Family Wealth Advisory LLC
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Copia Wealth Management
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H&H Retirement Design & Management INC
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Costello Asset Management, INC
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United Bank
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Davis R M Inc
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Traveka Wealth, LLC
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Golden State Equity Partners
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Csenge Advisory Group
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Y.D. More Investments Ltd
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Global Financial Private Client, LLC
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Montecito Bank & Trust
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Comprehensive Money Management Services LLC
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Scotia Capital Inc.
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Running Point Capital Advisors, LLC
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Life Planning Partners, Inc
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Arcadia Wealth Management, LLC
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L.m. Kohn & Company
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Front Row Advisors LLC
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Citizens Financial Group Inc/ri
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TBFC - ETF Series Solutions - The Brinsmere Fund - Conservative ETF
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RFG Advisory, LLC
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Gladwyn Financial Advisors, Inc.
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Kestra Advisory Services, LLC
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Nwam Llc
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Hollencrest Capital Management
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Richard W. Paul & Associates, LLC
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Financial Perspectives, Inc
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Signature Securities Group Corporation
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Pflug Koory, LLC
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Agf Management Ltd
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Wick Capital Partners, LLC
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Wealthcare Advisory Partners LLC
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Stone Point Wealth LLC
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BridgePort Financial Solutions, LLC
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Cooper Financial Group
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Pensionmark Financial Group, Llc
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Richmond Brothers, Inc.
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Bristlecone Advisors, LLC
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German American Bancorp, Inc.
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Investment Research & Advisory Group, Inc.
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Larson Financial Group LLC
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Two Roads Shared Trust - Foundations Dynamic Income ETF
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Warren Averett Asset Management, LLC
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Investment Planning Advisors, Inc.
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Ascent Group, LLC
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Novak & Powell Financial Services, Inc.
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HTG Investment Advisors, Inc.
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Dunhill Financial, LLC
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Culbertson A N & Co Inc
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Stonebridge Financial Planning Group, LLC
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Willis Johnson & Associates, Inc.
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Physician Wealth Solutions Inc.
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Atlas Wealth Partners, LLC
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Sellwood Investment Partners LLC
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Eqis Capital Management, Inc.
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FineMark National Bank & Trust
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Vectors Research Management, LLC
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Global Retirement Partners, LLC
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Fmr Llc
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Massmutual Trust Co Fsb/adv
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VCI Wealth Management LLC
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Marcum Wealth, LLC
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Pcg Asset Management, Llc
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Sovran Advisors, LLC
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Lowe Brockenbrough & Co Inc
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Eagle Rock Investment Company, Llc
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Shore Point Advisors, LLC
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Aegis Wealth Management LLC
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McCarthy Grittinger Financial Group, LLC
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Signaturefd, Llc
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Madden Advisory Services, Inc.
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Brass Tax Wealth Management, Inc
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Concord Wealth Partners
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Tower View Investment Management & Research LLC
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Unison Advisors LLC
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Apexium Financial, Lp
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Alps Advisors Inc
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Chemistry Wealth Management LLC
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Oppenheimer & Co Inc
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Brookwood Investment Group LLC
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EverSource Wealth Advisors, LLC
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Central Pacific Bank - Trust Division
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Jpmorgan Chase & Co
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XY Planning Network, Inc.
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Essex Financial Services, Inc.
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Potomac Fund Management Inc /adv
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Leavell Investment Management, Inc.
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Private Advisor Group, LLC
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Discipline Wealth Solutions, LLC
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SOA Wealth Advisors, LLC.
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Biltmore Family Office, LLC
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Franklin Resources Inc
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Steward Partners Investment Advisory, Llc
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RIA Advisory Group LLC
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Trilogy Capital Inc.
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Comerica Bank
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Washington Trust Advisors, Inc.
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Chatham Capital Group, Inc.
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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St Germain D J Co Inc
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Creative Planning
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National Asset Management, Inc.
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Asset Allocation & Management Company, LLC
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Mercer Global Advisors Inc /adv
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Atlantic Trust, LLC
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Opus Capital Group, LLC
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Guidance Capital, Inc
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Lazard Asset Management Llc
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Topsail Wealth Management, LLC
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Evoke Wealth, Llc
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Americana Partners, LLC
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North Star Investment Management Corp.
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Country Club Bank /gfn
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Old Point Trust & Financial Services N A
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Grey Fox Wealth Advisors, LLC
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|
Haverford Trust Co
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Arcadia Investment Management Corp/mi
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Lakewood Asset Management LLC
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V2 Financial group LLC
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Uptown Financial Advisors LLC
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Mpwm Advisory Solutions, Llc
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Barr E S & Co
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Principia Wealth Advisory, LLC
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Valley Financial Group, Inc.
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Kondo Wealth Advisors, Inc.
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Merit Financial Group, LLC
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Penobscot Investment Management Company, Inc.
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Goldman Sachs Group Inc
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First Horizon Advisors, Inc.
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Td Private Client Wealth Llc
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Charter Oak Capital Management, LLC
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Legacy Bridge, LLC
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Tenon Financial LLC
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HMV Wealth Advisors, LLC
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Redwood Investment Management, Llc
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Vawter Financial, Ltd.
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MAI Capital Management
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Minot DeBlois Advisors LLC
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Bragg Financial Advisors, Inc
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Fonville Wealth Management LLC
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Great Valley Advisor Group, Inc.
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Financial Connections Group, Inc.
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HighTower Advisors, LLC
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Robinson Value Management, Ltd.
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Clune & Associates, Ltd.
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Bank of New Hampshire
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Mount Yale Investment Advisors, LLC
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TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF
|
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|
Balentine LLC
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Flow Traders U.s. Llc
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Crews Bank & Trust
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Annandale Capital, LLC
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Iron Horse Wealth Management, LLC
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Harbour Trust & Investment Management Co
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NewEdge Wealth, LLC
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Cary Street Partners Financial Llc
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SC&H Financial Advisors, Inc.
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Essex Savings Bank
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Aua Capital Management, Llc
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Northwest Bancshares, Inc.
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DAVENPORT & Co LLC
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Red Mountain Financial, LLC
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Tumwater Wealth Management, LLC
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|
JLCGX - John Hancock Funds II - Multi-Index Lifestyle Conservative Portfolio Class 1
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|
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|
Pointe Capital Management LLC
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|
Allworth Financial LP
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|
Money Concepts Capital Corp
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Apella Capital, LLC
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DB Fitzpatrick & Co, Inc
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Voya Financial Advisors, Inc.
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Parallel Advisors, LLC
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Wedbush Securities Inc
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Infinity Wealth Counsel, LLC
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Operose Advisors LLC
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|
Good Steward Wealth Advisors,LLC
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Hanson & Doremus Investment Management
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|
Boston Family Office Llc
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Wit, Llc
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Murphy & Mullick Capital Management Corp
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Miracle Mile Advisors, LLC
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Brand Asset Management Group, Inc.
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Indiana Trust & Investment Management CO
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Thrivent Financial For Lutherans
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Brewster Financial Planning LLC
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4Thought Financial Group Inc.
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Sunbelt Securities, Inc.
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Southland Equity Partners LLC
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Trellis Wealth Advisors LLC
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Gridiron Partners, LLC
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Windward Private Wealth Management Inc.
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Kanawha Capital Management Llc
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Wetzel Investment Advisors, Inc.
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Arcadia Wealth Management, Inc.
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Meridian Wealth Management, LLC
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Clear Investment Research, Llc
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Schechter Investment Advisors, LLC
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|
Elevatus Welath Management
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|
Coston, McIsaac & Partners
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|
High Net Worth Advisory Group LLC
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Aries Wealth Management
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Moloney Securities Asset Management, LLC
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Provident Wealth Management, LLC
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Sachetta, LLC
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PFG Investments, LLC
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Two West Capital Advisors LLC
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Palisades Hudson Asset Management, L.P.
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Arete Wealth Advisors, LLC
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Acorn Financial Advisory Services Inc /adv
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First Merchants Corp
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Cambridge Capital Management, Llc
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Valmark Advisers, Inc.
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Welch & Forbes Llc
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JIBOX - John Hancock Funds II - Multi-Index Lifestyle Balanced Portfolio Class 1
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Advisor Group Holdings, Inc.
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Rocky Mountain Advisers, Llc
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Colony Group, LLC
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Accredited Wealth Management, LLC
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JNBA Financial Advisors
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Arbor Investment Advisors, LLC
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Planning Directions Inc
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Ti-trust, Inc
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Gibraltar Capital Management, Inc.
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First Pacific Financial
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Principal Securities, Inc.
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Blue Barn Wealth, LLC
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RiverGlades Family Offices LLC
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Thompson Investment Management, Inc.
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Signal Advisors Wealth, LLC
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Wolff Wiese Magana Llc
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Washington Trust Bank
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|
PAX Financial Group, LLC
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
Toronto Dominion Bank
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Frontier Asset Management, LLC
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Enstar Group LTD
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EP Wealth Advisors, Inc.
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Sloy Dahl & Holst, LLC
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Royal Bank Of Canada
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Kwmg, Llc
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Maryland Capital Advisors Inc.
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Columbia River Financial Group, LLC
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CWA Asset Management Group, LLC
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NCM Capital Management, LLC
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HT Partners LLC
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Hilltop Holdings Inc.
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FLC Capital Advisors
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Modern Wealth Management, LLC
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Eaton-Cambridge Inc.
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Prostatis Group LLC
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LFA - Lugano Financial Advisors SA
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Colorado Capital Management, Inc.
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Sterling Investment Management, Inc.
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Columbia Asset Management
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Cerity Partners LLC
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Shayne & Co., Llc
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Semmax Financial Advisors Inc.
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Keener Financial Planning LLC
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Cresset Asset Management, LLC
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First Hawaiian Bank
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MONECO Advisors, LLC
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FC Advisory LLC
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Key FInancial Inc
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Pnc Financial Services Group, Inc.
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New Capital Management LP
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Ruedi Wealth Management, Inc.
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Bernard Wealth Management Corp.
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Midwest Capital Advisors, LLC
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Stephens Inc /ar/
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May Barnhard Investments LLC
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Tarbox Family Office, Inc.
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Dearborn Partners Llc
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Washington Capital Management Inc
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Summit Financial, LLC
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Ally Invest Advisors Inc.
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Orion Capital Management LLC
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Atomi Financial Group, Inc.
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Warren Street Wealth Advisors, LLC
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Summit Financial Strategies, Inc.
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First International Bank of Israel Ltd.
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Red Wave Investments LLC
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Walkner Condon Financial Advisors LLC
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Savvy Advisors, Inc.
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Partners in Financial Planning
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Fund Evaluation Group, LLC
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Litman Gregory Asset Management LLC
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Truist Financial Corp
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Human Investing LLC
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Eastern Bank
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BancFirst Trust & Investment Management
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Verum Partners LLC
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Cranbrook Wealth Management, LLC
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Compass Wealth Management LLC
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SpringVest Wealth Management LLC
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Consilium Wealth Advisory, LLC
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Jackson Thornton Asset Management, Llc
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Hall Laurie J Trustee
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Stonebridge Financial Group, LLC
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Dravo Bay Llc
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Leo Wealth, LLC
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Rockefeller Capital Management L.P.
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SeaBridge Investment Advisors LLC
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Naples Global Advisors, Llc
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BRYN MAWR TRUST Co
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Quadrant Capital Group Llc
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Zhang Financial LLC
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GPS Wealth Strategies Group, LLC
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Monument Group Wealth Advisors, LLC
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IFG Advisors, LLC
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Envestnet Asset Management Inc
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Evergreen Capital Management Llc
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Atlas Legacy Advisors, LLC
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Proffitt & Goodson Inc
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First Manhattan Co
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Truvestments Capital Llc
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Vanguard Group Inc
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Roble, Belko & Company, Inc
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Darden Wealth Group Inc
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Squire Investment Management Company, LLC
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Duncker Streett & Co Inc
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Barnes Wealth Management Group, Inc
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Successful Portfolios LLC
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Mma Asset Management Llc
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Hancock Whitney Corp
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Nations Financial Group Inc, /ia/ /adv
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Peoples Bank /oh
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Cumberland Advisors Inc
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RMB Capital Management, LLC
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IFP Advisors, Inc
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International City Management Association Retirement Corp
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Hershey Financial Advisers, LLC
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Brown Advisory Inc
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CENTRAL TRUST Co
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Kelly Financial Services LLC
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ESL Trust Services, LLC
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Global Assets Advisory, LLC
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High Note Wealth, LLC
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Sequoia Financial Advisors, LLC
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Patriot Investment Management Inc.
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BLB&B Advisors, LLC
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Charles Schwab Investment Management Inc
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Bessemer Group Inc
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Simplicity Wealth,LLC
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Syntegra Private Wealth Group, LLC
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Wetherby Asset Management Inc
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Horizon Kinetics Asset Management Llc
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Financial Network Wealth Management LLC
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E&G Advisors, LP
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Consolidated Portfolio Review Corp
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SILVER OAK SECURITIES, Inc
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Mogy Joel R Investment Counsel Inc
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Estate Counselors, LLC
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RoundAngle Advisors LLC
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Capital Performance Advisors Llp
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MeadowBrook Investment Advisors LLC
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Bay Harbor Wealth Management, LLC
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Citadel Advisors Llc
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Beacon Capital Management, LLC
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Accel Wealth Management
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McAdam, LLC
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World Equity Group, Inc.
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Perigon Wealth Management, LLC
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Westfuller Advisors, LLC
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Umb Bank N A/mo
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Creative Capital Management Investments LLC
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Greenbush Financial Group, LLC
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Financial Partners Group, LLC
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WPG Advisers, LLC
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Smartleaf Asset Management LLC
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Sofi Wealth, Llc
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Graypoint LLC
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Stifel Financial Corp
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Armis Advisers, LLC
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Patriot Financial Group Insurance Agency, LLC
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Keebeck Wealth Management, LLC
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Invictus Private Wealth, Llc
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Wiser Wealth Management, Inc
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Retirement Wealth Solutions LLC
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Riverbend Wealth Management, LLC
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Midwest Trust Co
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Bank of New York Mellon Corp
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Powers Advisory Group, LLC
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MGO Private Wealth, LLC
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CIBC Private Wealth Group, LLC
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Lincoln National Corp
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Mesirow Financial Investment Management, Inc.
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Patten Group, Inc.
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CI Private Wealth, LLC
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Nabity-Jensen Investment Management Inc
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Twin City Private Wealth, Llc
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Delap Wealth Advisory, Llc
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Fiera Capital Corp
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TD Waterhouse Canada Inc.
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Team Financial Group, LLC
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Range Financial Group LLC
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Associated Banc-corp
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Maseco Llp
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IHT Wealth Management, LLC
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FourThought Financial Partners, LLC
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Van Cleef Asset Management,Inc
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Cetera Investment Advisers
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Regal Investment Advisors LLC
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Summit Wealth Partners, LLC
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Soltis Investment Advisors LLC
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Reliant Investment Partners, LLC
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NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF
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SBI Securities Co., Ltd.
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Adirondack Trust Co
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Allodium Investment Consultants, LLC
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Trajan Wealth LLC
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Ashton Thomas Private Wealth, LLC
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Bokf, Na
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B & T Capital Management DBA Alpha Capital Management
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Michael A. Dubis Financial Planning, LLC
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DecisionPoint Financial, LLC
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REDW Wealth LLC
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Global Wealth Strategies & Associates
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BCS Wealth Management
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Godshalk Welsh Capital Management, Inc.
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Bull Oak Capital, LLC
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Bfsg, Llc
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McMill Wealth Management
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Benchmark Wealth Management, LLC
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Rappaport Reiches Capital Management, LLC
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TrueWealth Financial Partners
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Everett Harris & Co /ca/
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Becker Capital Management Inc
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Hillcrest Wealth Advisors - NY, LLC
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Ritholtz Wealth Management
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Tillman Hartley LLC
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TBH Global Asset Management, LLC
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Snowden Capital Advisors LLC
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Covestor Ltd
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Webster Bank, N. A.
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Blair William & Co/il
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Delta Financial Advisors Llc
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Penney Financial, LLC
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Investment Partners, Ltd.
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Baker Avenue Asset Management, LP
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First Financial Corp /in/
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Wealth Architects, LLC
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Dynamic Advisor Solutions LLC
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Duncan Williams Asset Management, LLC
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Mariner, LLC
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Oppenheimer Asset Management Inc.
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Voya Investment Management Llc
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Presilium Private Wealth, Llc
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Aspire Private Capital, LLC
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Loudon Investment Management, LLC
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Grove Bank & Trust
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Marquette Associates, Inc.
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Jentner Corp
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Morgan Stanley
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SNS Financial Group, LLC
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Foster Group, Inc.
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Envision Financial Planning, LLC
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Catalytic Wealth RIA, LLC
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Cary Street Partner Investment Advisory Llc
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Glen Eagle Advisors, LLC
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Rothschild Investment Llc
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Smithfield Trust Co
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Neumann Capital Management, LLC
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SWAN Capital LLC
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Vermillion & White Wealth Management Group, LLC
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United Advisor Group, LLC
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North Capital, Inc.
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Fortitude Family Office, LLC
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Cedar Wealth Management, LLC
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Elios Financial Group Inc.
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Rossby Financial, LCC
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Berger Financial Group, Inc
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Rise Advisors, LLC
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Allegiance Financial Group Advisory Services LLC
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Orion Portfolio Solutions, LLC
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NorthCrest Asset Manangement, LLC
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Golden State Wealth Management, LLC
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Traub Capital Management LLC
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Capital Investment Advisors, LLC
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Kestra Investment Management, LLC
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CIBC World Markets Inc.
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KFA Private Wealth Group, LLC
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Ahl Investment Management, Inc.
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Websterrogers Financial Advisors, Llc
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Private Capital Management Llc
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Selective Wealth Management, Inc.
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Legacy Financial Group LLC
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RW Investment Management LLC
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Center for Financial Planning, Inc.
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Bnc Wealth Management, Llc
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PMG Wealth Management, Inc.
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Beacon Capital Management, Inc.
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Secured Retirement Advisors, Llc
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Prosperity Planning, Inc.
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Mayflower Financial Advisors, LLC
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Jacobsen Capital Management
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Twin Peaks Wealth Advisors, LLC
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Sagace Wealth Management LLC
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Crewe Advisors LLC
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Avion Wealth
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Arcataur Capital Management LLC
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Alerus Financial Na
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Gateway Wealth Partners, LLC
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Federation des caisses Desjardins du Quebec
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Moneta Group Investment Advisors Llc
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Accelerate Investment Advisors LLC
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McNaughton Wealth Management, LLC
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SOUTH STATE Corp
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Parkside Financial Bank & Trust
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Delos Wealth Advisors, LLC
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BETFX - ALPS Variable Investment Trust - Morningstar Balanced ETF Asset Allocation Portfolio Class I
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Parker Financial LLC
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Exchange Traded Concepts, Llc
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Oak Hill Wealth Advisors, Llc
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Archford Capital Strategies, LLC
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Rosenberg Matthew Hamilton
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Sage Investment Counsel LLC
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Clark Asset Management, LLC
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First PREMIER Bank
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Barrett & Company, Inc.
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Sterling Wealth Management, Inc.
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Prime Capital Investment Advisors, LLC
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TDSB - Exchange Listed Funds Trust - Cabana Target Drawdown 7 ETF
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SigFig Wealth Management, LLC
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Summit Wealth Group Llc / Co
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Rockbridge Investment Management, LCC
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Level Wealth Management LLC
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Somnio Financial Group, LLC
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Baird Financial Group, Inc.
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Elmwood Wealth Management, Inc.
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Capitolis Liquid Global Markets LLC
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Hansen & Associates Financial Group, Inc.
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Evolution Advisers, Inc.
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Todd Asset Management Llc
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Millennium Management Llc
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GeoWealth Management, LLC
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Juncture Wealth Strategies, Llc
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Capital Advisors, Ltd. LLC
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Horrell Capital Management, Inc.
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Astoria Portfolio Advisors LLC.
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Colonial Trust Co / SC
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StoneX Group Inc.
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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Tritonpoint Wealth, Llc
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Wealth Forward, LLC
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Echo45 Advisors LLC
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FARX - Advisors' Inner Circle Fund II - Frontier Asset Absolute Return ETF
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United Services Automobile Association
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WealthCollab, LLC
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Howe & Rusling Inc
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AMG National Trust Bank
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Ameritas Investment Partners, Inc.
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MetLife Investment Management, LLC
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Vance Wealth, Inc.
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TruNorth Capital Management, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class
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Bank Julius Baer & Co. Ltd, Zurich
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Gts Securities Llc
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IRCAX - Voya INVESTORS TRUST - Voya Retirement Conservative Portfolio Class ADV
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UBS Group AG
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Alamar Capital Management, LLC
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Northstar Advisory Group, LLC
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Coldstream Capital Management Inc
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Whittier Trust Co
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Precision Wealth Strategies, LLC
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USA Financial Portformulas Corp
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Archer Investment Corp
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Axxcess Wealth Management, Llc
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Wilkins Miller Wealth Management, LLC
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Sentinus, LLC
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LM Advisors LLC
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TrueWealth Advisors, LLC
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Stephenson & Company, Inc.
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Moisand Fitzgerald Tamayo, LLC
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Beaird Harris Wealth Management, LLC
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Financial Advocates Investment Management
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Pacific Financial Group Inc
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Latitude Advisors, LLC
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Bath Savings Trust Co
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Connecticut Wealth Management, LLC
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Bleakley Financial Group, LLC
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Stratos Wealth Partners, LTD.
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Beacon Financial Advisory LLC
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Farmers & Merchants Investments Inc
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Evolution Wealth Advisors, LLC
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Anchor Investment Management, LLC
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Woodside Wealth Management LLC
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Cambridge Investment Research Advisors, Inc.
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VSM Wealth Advisory, LLC
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Kelman-Lazarov, Inc.
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Berkshire Money Management, Inc.
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Lodestone Wealth Management LLC
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Family Legacy, Inc.
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Intergy Private Wealth, LLC
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James Investment Research Inc
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Manuka Financial, LLC
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LJI Wealth Management, LLC
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Savant Capital, LLC
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Community Bank, N.A.
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Arbor Wealth Advisors LLC
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Founders Financial Alliance, LLC
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ProVise Management Group, LLC
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Kiley Juergens Wealth Management, Llc
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Buck Wealth Strategies, LLC
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M&t Bank Corp
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Meritas Wealth Management, LLC
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Hutchens & Kramer Investment Management Group, LLC
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Valeo Financial Advisors, LLC
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Kingswood Wealth Advisors, Llc
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Capital Analysts, Inc.
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OLIO Financial Planning
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Concurrent Investment Advisors, LLC
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Waterford Advisors, LLC
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Chandler Asset Management, Inc.
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Lockerman Financial Group, Inc.
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Investment Advisory Group, LLC
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Old National Bancorp /in/
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Perfromance Wealth Partners, LLC
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Wealthquest Corp
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Moseley Investment Management Inc
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Pinnacle Wealth Management Advisory Group, LLC
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Your Advocates Ltd., LLP
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180 Wealth Advisors, Llc
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Liberty Wealth Management Llc
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Sand Hill Global Advisors, LLC
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Equitable Holdings, Inc.
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Bell Bank
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Trust Co Of Toledo Na /oh/
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Ames National Corp
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Maia Wealth LLC
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Acorn Wealth Advisors, LLC
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Bartlett & Co. Wealth Management Llc
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Fort Washington Investment Advisors Inc /oh/
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Mosaic Family Wealth Partners, Llc
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Brown, Lisle/cummings, Inc.
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Cantor Fitzgerald Investment Adviser L.p.
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Fourth Dimension Wealth, LLC
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LongView Wealth Management
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American Financial & Tax Strategies Inc
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Aspiriant, Llc
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Whittier Trust Co Of Nevada Inc
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Diversified Portfolios, Inc.
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Garrett Investment Advisors LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Wincap Financial Llc
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Change Path, LLC
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Pinney & Scofield, Inc.
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NorthRock Partners, LLC
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Tobias Financial Advisors, Inc.
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OMNI 360 Wealth, Inc.
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Darrow Company, Inc.
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Laurel Wealth Advisors LLC
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Allen Investment Management LLC
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Bluestem Financial Advisors, Llc
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Mainsail Asset Management, Llc
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Bank Of America Corp /de/
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Salem Investment Counselors Inc
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Certior Financial Group, Llc
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ORG Partners LLC
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J. Safra Sarasin Holding AG
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Hilltop Partners LLC
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Fiduciary Advisors, Inc.
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PDS Planning, Inc
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Lodestar Private Asset Management Llc
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AlphaStar Capital Management, LLC
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UMA Financial Services, Inc.
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Vestmark Advisory Solutions, Inc.
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Cahaba Wealth Management, Inc.
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Optima Capital Llc
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Hohimer Wealth Management, Llc
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Austin Asset Management Co Inc
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Cardiff Park Advisors, Llc
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Canvas Wealth Advisors, LLC
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Brighton Jones Llc
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Wescott Financial Advisory Group, LLC
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Choate Investment Advisors
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Captrust Financial Advisors
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Commonwealth Equity Services, Llc
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National Bank Of Canada /fi/
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Axiom Financial Strategies, LLC
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Hoey Investments, Inc
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Entrewealth, Llc
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Security Financial Services, INC.
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Ronald Blue Trust, Inc.
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SRS Capital Advisors, Inc.
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We Are One Seven, LLC
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Mainstream Capital Management LLC
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Moller Financial Services
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JT Stratford LLC
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Stephens Consulting, LLC
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Root Financial Partners, LLC
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Smith Thornton Advisors LLC
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Exeter Financial, LLC
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Total Wealth Planning, Llc
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Martel Wealth Advisors Inc
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Cornerstone Wealth Management, LLC
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Cornerstone Planning Group LLC
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WealthPLAN Partners, LLC
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Cheviot Value Management, LLC
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Mountain Pacific Investment Advisers Inc/id
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Genesis Private Wealth, Llc
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Vaughan Nelson Investment Management, L.p.
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Asset Management Group, Inc.
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Johnson Financial Group, Inc.
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White Lighthouse Investment Management Inc.
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Rf&l Wealth Management, Llc
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MBL Wealth, LLC
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Mills Wealth Advisors LLC
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Strategic Blueprint, LLC
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Wealthstream Advisors, Inc.
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Atlantic Edge Private Wealth Management, LLC
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Resources Investment Advisors, LLC.
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Schwartz Investment Counsel Inc
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Foundation Wealth Management, LLC\PA
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Cascade Investment Advisors, Inc.
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Saiph Capital, LLC
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REAP Financial Group, LLC
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Claris Financial LLC
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Ancora Advisors, LLC
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Summit Wealth Group, LLC
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Decker Retirement Planning Inc.
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Financial Gravity Companies, Inc.
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Reyes Financial Architecture, Inc.
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Assetmark, Inc
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Buckingham Strategic Partners
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Curio Wealth, Llc
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Pacifica Partners Inc.
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Integrity Investment Advisors, LLC
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Cwm, Llc
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Aptus Capital Advisors, LLC
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Vantage Financial Partners, LLC
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Valpey Financial Services, LLC
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Revisor Wealth Management LLC
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Foundations Investment Advisors, LLC
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FIDELIS iM, LLC
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Brookstone Capital Management
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My Legacy Advisors, LLC
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Peachtree Investment Partners, LLC
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Avidian Wealth Solutions, LLC
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Bogart Wealth, LLC
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Adaptive Financial Consulting, LLC
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Cahill Financial Advisors Inc
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Pure Financial Advisors, Inc.
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Aletheian Wealth Advisors LLC
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Financial Engines Advisors L.L.C.
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Guardian Wealth Advisors, Llc / Nc
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Ignite Planners, LLC
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Ameritas Advisory Services, LLC
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Capital Investment Advisory Services, LLC
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Raleigh Capital Management Inc.
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eCIO, Inc.
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Susquehanna International Group, Llp
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Pandora Wealth, Inc.
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SAM Advisors, LLC
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Empower Advisory Group, LLC
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Northern Trust Corp
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Peapack Gladstone Financial Corp
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Sage Financial Management Group, Inc.
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Arbor Trust Wealth Advisors, Llc
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Prospera Financial Services Inc
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Harbor Asset Planning, Inc.
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Ashton Thomas Securities, Llc
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Beacon Pointe Advisors, LLC
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Calton & Associates, Inc.
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Houlihan Financial Resource Group, Ltd.
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Janney Montgomery Scott LLC
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CX Institutional
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Hanlon Investment Management, Inc.
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Eagle Strategies LLC
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Signal Tree Financial Partners Llc
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TFC Financial Management
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Ackerman Capital Advisors, LLC
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L.K. Benson & Company, P.C.
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Atlas Capital Advisors Llc
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Burney Co/
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LPL Financial LLC
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Dynasty Wealth Management, Llc
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Strategent Financial, LLC
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Chico Wealth RIA
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Courier Capital Llc
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Brinker Capital Investments, LLC
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Wiley Bros.-aintree Capital, Llc
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Nbt Bank N A /ny
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Edgestream Partners, L.P.
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Longview Financial Advisors LLC
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Essential Planning, LLC.
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Trust Co Of Vermont
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Peregrine Asset Advisers, Inc.
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Blue Chip Partners, Inc.
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Spire Wealth Management
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True Link Financial Advisors, LLC
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Forza Wealth Management, LLC
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Howard Financial Services, Ltd.
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Coordinated Financial Services, Inc.
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Milestone Investment Advisors LLC
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Quest 10 Wealth Builders, Inc.
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Cadent Capital Advisors, LLC
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HB Wealth Management, LLC
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Nbc Securities, Inc.
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McIlrath & Eck, LLC
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Courage Miller Partners, LLC
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Ameriflex Group, Inc.
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Graney & King, LLC
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Hanover Advisors Inc
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C M Bidwell & Associates Ltd
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J. W. Coons Advisors, LLC
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Strategic Wealth Partners, Ltd.
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Rathbone Brothers plc
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Vestia Personal Wealth Advisors
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N.E.W. Advisory Services LLC
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IFG Advisory, LLC
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Wealth Enhancement Advisory Services, Llc
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Center For Asset Management LLC
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CogentBlue Wealth Advisors, LLC
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CVA Family Office, LLC
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Massachusetts Wealth Management
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Wesbanco Bank Inc
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Clientfirst Wealth Management, LLC
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Granite FO LLC
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Main Street Financial Solutions, LLC
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Transce3nd, LLC
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Fedenia Advisers LLC
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Mission Creek Capital Partners, Inc.
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Integrity Alliance, Llc.
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Sigma Planning Corp
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Integrated Advisors Network LLC
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Sound Income Strategies, LLC
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Thomasville National Bank
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NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF
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AE Wealth Management LLC
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Western Wealth Management, LLC
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Montag A & Associates Inc
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American Capital Advisory, LLC
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Ausdal Financial Partners, Inc.
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Shufro Rose & Co Llc
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Alaska Permanent Capital Management
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BIP Wealth, LLC
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Citigroup Inc
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Affinity Capital Advisors, LLC
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RCS Financial Planning, LLC
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Pines Wealth Management, LLC
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CETFX - ALPS Variable Investment Trust - Morningstar Conservative ETF Asset Allocation Portfolio Class I
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Freestone Capital Holdings, LLC
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Quantinno Capital Management LP
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Diversify Advisory Services, LLC
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Us Bancorp \de\
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Drive Wealth Management, Llc
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Morris Financial Concepts, Inc.
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TCG Advisory Services, LLC
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Guardian Asset Advisors, LLC
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Alhambra Investment Partners LLC
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Ballentine Capital Advisors, Inc
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Radnor Capital Management, LLC
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Stockman Wealth Management, Inc.
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Davidson Trust Co
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Tower Research Capital LLC (TRC)
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Gemmer Asset Management LLC
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Centennial Bank/AR/
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Cornerstone Financial Group, LLC /NE/
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Natixis Advisors, L.p.
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Retirement Planning Group
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Fort Henry Capital, LLC
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Tiemann Investment Advisors, Llc
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Russell Investments Group, Ltd.
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Evolution Wealth Management Inc.
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Disciplined Investments, LLC
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BOK Financial Private Wealth, Inc.
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Arkadios Wealth Advisors
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LifePlan Investment Advisors, Inc.
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Wynn Capital, LLC
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Compass Planning Associates Inc
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Congress Wealth Management LLC / DE /
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Sax Wealth Advisors, Llc
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JLMOX - John Hancock Funds II - Multi-Index Lifestyle Moderate Portfolio Class 1
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Baker Ellis Asset Management LLC
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Envestnet Portfolio Solutions, Inc.
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Bank of Jackson Hole Trust
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Global Wealth Management Investment Advisory, Inc.
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Integrated Wealth Concepts LLC
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Anfield Capital Management, LLC
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Pine Harbor Wealth Management, LLC
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Apollon Wealth Management, LLC
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Calamos Wealth Management LLC
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Roundview Capital LLC
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Capital Advisors Inc/ok
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Ritter Daniher Financial Advisory LLC / DE
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Joel Isaacson & Co., LLC
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Wolff Financial Management Llc
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Clarity Capital Advisors, LLC
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TD Capital Management LLC
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Creative Financial Designs Inc /adv
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Bull Street Advisors, LLC
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CBIZ Investment Advisory Services, LLC
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Meridian Investment Counsel Inc.
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Zrc Wealth Management, Llc
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Lbmc Investment Advisors, Llc
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Pacific Point Advisors, LLC
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National Wealth Management Group, LLC
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Fiduciary Group LLC
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Crabel Capital Management, LLC
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Advisory Services Network, LLC
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Pinnacle Associates Ltd
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Coastline Trust Co
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Richardson Financial Services Inc.
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S.A. Mason LLC
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Penserra Capital Management LLC
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FSA Investment Group, LLC
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PrairieView Partners, LLC
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Kavar Capital Partners Group, Llc
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Bank Of Hawaii
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Capital City Trust Co/fl
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Kovack Advisors, Inc.
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Safir Wealth Advisors, LLC
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Prospera Capital Management, LLC
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Hallmark Capital Management Inc
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Prudent Man Investment Management, Inc.
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American Trust
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AllSquare Wealth Management LLC
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Andrews, Lucia Wealth Management Llc
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Tompkins Financial Corp
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Lido Advisors, LLC
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AlphaCore Capital LLC
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U.S. Capital Wealth Advisors, LLC
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Per Stirling Capital Management, LLC.
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Fiduciary Financial Group, Llc
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Newbridge Financial Services Group, Inc.
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Smallwood Wealth Investment Management, LLC
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WFA of San Diego, LLC
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Red Tortoise LLC
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Integris Wealth Management, LLC
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Redhawk Wealth Advisors, Inc.
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Evensky & Katz LLC
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Aprio Wealth Management, LLC
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Daymark Wealth Partners, Llc
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Etesian Wealth Advisors, Inc.
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Delta Financial Group, Inc.
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Clear Creek Financial Management, LLC
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TCTC Holdings, LLC
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Legacy Advisory Services, LLC
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Versant Capital Management, Inc
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First National Bank Of Omaha
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Absolute Capital Management, LLC
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Texas Bank & Trust Co
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Lowe Wealth Advisors, LLC
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Equity Investment Corp
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Armbruster Capital Management, Inc.
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Fidato Wealth LLC
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Old Port Advisors
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Yukon Wealth Management, Inc.
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Atria Investments Llc
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Elgethun Capital Management
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Private Management Group Inc
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TNJIX - 1290 Funds - 1290 Retirement 2025 Fund Class I
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Evanson Asset Management, LLC
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Cambridge Associates Llc /ma/ /adv
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First American Trust, Fsb
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Park Square Financial Group, LLC
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ABLE Financial Group, LLC
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Elevate Wealth Advisory, Inc
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Advyzon Investment Management, LLC
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United Community Bank
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First Interstate Bank
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GETFX - ALPS Variable Investment Trust - Morningstar Growth ETF Asset Allocation Portfolio Class I
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Wealth Dimensions Group, Ltd.
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Gwn Securities Inc.
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Vermillion Wealth Management, Inc.
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Jones Financial Companies Lllp
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City State Bank
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DBK Financial Counsel, LLC
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Parkworth Wealth Management, Inc.
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Atlantic Union Bankshares Corp
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Lummis Asset Management, LP
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Retirement Guys Formula Llc
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Coastwise Capital Group, LLC
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Ark & Tlk Investments, Llc
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Harbor Investment Advisory, Llc
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Tribridge Partners Financial LLC
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Keb Asset Management, Llc
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Tiaa Trust, National Association
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Morningstar Investment Services LLC
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Alpha Omega Wealth Management LLC
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Betterment LLC
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Westside Investment Management, Inc.
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CoreCap Advisors, LLC
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Clean Yield Group
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Keybank National Association/oh
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Brookmont Capital Management
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Man Group plc
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Cabana Llc
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Nicholas Hoffman & Company, LLC.
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Cherry Tree Wealth Management, LLC
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American Institute for Advanced Investment Management, LLP
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Renaissance Technologies Llc
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Bnp Paribas Arbitrage, Sa
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Emerald Investment Partners, Llc
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Perennial Investment Advisors, LLC
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Efficient Advisors, LLC
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Mustard Seed Financial, LLC
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Acropolis Investment Management, LLC
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Signature Resources Capital Management, LLC
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Camden National Bank
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Element Pointe Advisors, Llc
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Nisa Investment Advisors, Llc
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Wela Strategies, Inc.
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Simmons Bank
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Winthrop Capital Management, LLC
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Dakota Wealth Management
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EnRich Financial Partners LLC
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Hemington Wealth Management
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McNamara Financial Services, Inc.
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Raymond James Financial Inc
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Park Avenue Securities Llc
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MKP Capital Management, L.L.C.
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Beacon Investment Advisory Services, Inc.
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Maripau Wealth Management Llc
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Cullen/frost Bankers, Inc.
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Bank Of Montreal /can/
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Jacobi Capital Management LLC
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Rialto Wealth Management, LLC
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Symmetry Partners, LLC
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Headinvest, Llc
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Zeit Capital LLC
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Cape Investment Advisory, Inc.
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Evergreen Wealth Management, LLC
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Fisher Asset Management, LLC
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Modera Wealth Management, LLC
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Millstone Evans Group, LLC
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Chapin Davis, Inc.
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Silver Oak Advisory Group, Inc.
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GAMMA Investing LLC
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Hiley Hunt Wealth Management
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Lokken Investment Group LLC
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Fortis Advisors, LLC
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Narus Financial Partners, LLC
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Sovereign Financial Group, Inc.
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Centaurus Financial, Inc.
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Fifth Third Bancorp
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Wood Tarver Financial Group, LLC
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HCR Wealth Advisors
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SageView Advisory Group, LLC
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Aqr Capital Management Llc
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Ellevest, Inc.
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Wsfs Capital Management, Llc
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Crestwood Advisors Group LLC
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Wealthfront Advisers Llc
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|
Comprehensive Financial Planning, Inc./PA
|
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VestGen Advisors, LLC
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Farmers & Merchants Trust Co of Chambersburg PA
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Tsfg, Llc
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BHK Investment Advisors, LLC
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Gradient Capital Advisors, LLC
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Wealth Advisory Solutions, LLC
|
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|
Huntington National Bank
|
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|
Burt Wealth Advisors
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|
Providence Capital Advisors, LLC
|
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|
Rockwood Wealth Management, LLC
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Benjamin Edwards Inc
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Mutual Advisors, LLC
|
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Hickory Point Bank & Trust
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Blankinship & Foster, LLC
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Seacrest Wealth Management, Llc
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Wellington Capital Management, Inc.
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Windsor Capital Management, LLC
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SCS Capital Management LLC
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International Assets Investment Management, Llc
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|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
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|
Argent Trust Co
|
|
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Financial & Tax Architects, LLC
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|
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|
Willow Creek Wealth Management Inc.
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
Commerce Bank
|
|
|
|
|
Hardy Reed LLC
|
|
|
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|
Capital A Wealth Management, LLC
|
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|
Waterloo Capital, L.P.
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|
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|
Greystone Financial Group, LLC
|
|
|
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|
Kestra Private Wealth Services, Llc
|
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|
Red Cedar Investment Management, Llc
|
|
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Ridgewood Investments LLC
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Howard Capital Management Group, LLC
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Financial Advisory Service, Inc.
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Rakuten Securities, Inc.
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Sofos Investments, Inc.
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Watchman Group, Inc.
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Elevated Capital Advisors, LLC
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Continuum Advisory, LLC
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Mengis Capital Management, Inc.
|
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|
Northwestern Mutual Wealth Management Co
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|
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|
VERITY Wealth Advisors
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|
|
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|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
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|
Stratos Wealth Advisors, LLC
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American Money Management, LLC
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Birchbrook, Inc.
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Creekmur Asset Management LLC
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Private Trust Co Na
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NorthLanding Financial Partners, LLC
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Geneos Wealth Management Inc.
|
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|
Synovus Financial Corp
|
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|
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|
Pinnacle Financial Partners Inc
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My Personal CFO, LLC
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Pinnacle Bancorp, Inc.
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Disciplina Capital Management LLC
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International Private Wealth Advisors LLC
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TCI Wealth Advisors, Inc.
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Sunesis Advisors, LLC
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Slow Capital, Inc.
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Wealthspire Advisors, LLC
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Pathstone Holdings, LLC
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Glass Jacobson Investment Advisors llc
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|
Baskin Financial Services Inc.
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|
|
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|
Compass Ion Advisors, LLC
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
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|
Breakwater Investment Management
|
|
|
|
|
Lighthouse Wealth Management Inc.
|
|
|
|
|
American National Bank
|
|
|
|
|