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Fiduciary Financial Group, Llc
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Eclectic Associates Inc /adv
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Orin Green Financial, LLC
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WealthCollab, LLC
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Safeguard Investment Advisory Group, LLC
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Longview Financial Advisors LLC
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GAMMA Investing LLC
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WealthPlan Investment Management, LLC
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Two Sigma Securities, Llc
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Union Savings Bank
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Paragon Capital Management Ltd
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Merit Financial Group, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Westside Investment Management, Inc.
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Tidemark, LLC
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Davidson Investment Advisors
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Rosenblum Silverman Sutton S F Inc /ca
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Mercer Global Advisors Inc /adv
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Life Planning Partners, Inc
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Sei Investments Co
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McNaughton Wealth Management, LLC
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Commonwealth Equity Services, Llc
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Cliftonlarsonallen Wealth Advisors, Llc
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Cambridge Investment Research Advisors, Inc.
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Alliancebernstein L.p.
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Prime Capital Investment Advisors, LLC
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Simplex Trading, Llc
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BlackRock, Inc.
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Raymond James Financial Inc
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Boltwood Capital Management
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Jane Street Group, Llc
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Conquis Financial Llc
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Sherman Asset Management, Inc.
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Instrumental Wealth, Llc
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Cetera Investment Advisers
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Savant Capital, LLC
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ShankerValleau Wealth Advisors, Inc.
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Ballast Advisors Llc
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Hennion & Walsh Asset Management, Inc.
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Lido Advisors, LLC
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Moss Adams Wealth Advisors LLC
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First American Trust, Fsb
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Atlas Legacy Advisors, LLC
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Bank Of America Corp /de/
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Comerica Bank
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Tru Independence Asset Management 2, Llc
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Tillman Hartley LLC
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Perennial Investment Advisors, LLC
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Smartleaf Asset Management LLC
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Gts Securities Llc
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Wealth Enhancement Advisory Services, Llc
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Atlas Capital Advisors Llc
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Parkworth Wealth Management, Inc.
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Qube Research & Technologies Ltd
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Foronjy Financial Llc
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Aspen Investment Management Inc
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Bristlecone Advisors, LLC
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Sovran Advisors, LLC
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AlphaCore Capital LLC
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SOL Capital Management CO
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Fairview Capital Investment Management, Llc
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Avantax Planning Partners, Inc.
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Bell Investment Advisors, Inc
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Ehrlich Financial Group
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Elequin Capital Lp
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Crestwood Advisors Group LLC
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Allworth Financial LP
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HighTower Advisors, LLC
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EverSource Wealth Advisors, LLC
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EP Wealth Advisors, Inc.
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Integrated Wealth Concepts LLC
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IMPACTfolio, LLC
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Lodestar Private Asset Management Llc
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Tiaa Trust, National Association
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DeDora Capital, Inc.
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SageView Advisory Group, LLC
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Steel Peak Wealth Management LLC
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Freestone Capital Holdings, LLC
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Meridian Wealth Management, LLC
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Stifel Financial Corp
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Shared Vision Wealth Group LLC
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SRCMX - PRINCIPAL FUNDS INC - California Municipal Fund Class A
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Assetmark, Inc
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Cherry Tree Wealth Management, LLC
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Team Financial Group, LLC
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Evergreen Capital Management Llc
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Creative Planning
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Umpqua Bank
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One Capital Management, LLC
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Strategic Wealth Partners, Ltd.
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Winthrop Capital Management, LLC
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Sowell Financial Services LLC
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Kestra Advisory Services, LLC
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Rsm Us Wealth Management Llc
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Summit Trail Advisors, Llc
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Ameritas Advisory Services, LLC
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RHS Financial, LLC
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Summit Wealth Group, LLC
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UMA Financial Services, Inc.
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Pure Financial Advisors, Inc.
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True Link Financial Advisors, LLC
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Carnegie Capital Asset Management, LLC
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Ameriprise Financial Inc
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Elmwood Wealth Management, Inc.
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Southland Equity Partners LLC
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Atria Wealth Solutions, Inc.
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LifeWealth Investments, LLC
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Gwn Securities Inc.
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Steward Partners Investment Advisory, Llc
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McIlrath & Eck, LLC
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Fortitude Financial, LLC
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Ndwm Llc
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Jones Financial Companies Lllp
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LM Advisors LLC
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Bank Of Stockton
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Stonehage Fleming Financial Services Holdings Ltd
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Golden State Wealth Management, LLC
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Flow Traders U.s. Llc
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Spinnaker Investment Group, LLC
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Wells Fargo & Company/mn
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Beacon Pointe Advisors, LLC
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Fca Corp /tx
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Rothschild Investment Llc
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Highline Wealth Partners Llc
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Rinkey Investments
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Clifford Swan Investment Counsel Llc
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Orion Portfolio Solutions, LLC
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Catalytic Wealth RIA, LLC
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Sanchez Wealth Management Group
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Fisher Asset Management, LLC
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Citigroup Inc
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Values Added Financial LLC
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Journey Strategic Wealth Llc
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Facet Wealth, Inc.
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Wealthcare Advisory Partners LLC
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Mml Investors Services, Llc
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KM Capital Management Ltd.
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Cerity Partners LLC
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Wealthspire Advisors, LLC
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Old Mission Capital Llc
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Ameritas Investment Partners, Inc.
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Main Management LLC
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Brio Consultants, LLC
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Dynamic Advisor Solutions LLC
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Mariner, LLC
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Waypoint Wealth Partners Inc.
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O'shaughnessy Asset Management, Llc
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Resources Investment Advisors, LLC.
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Kayne Anderson Rudnick Investment Management Llc
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Running Point Capital Advisors, LLC
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Keystone Global Partners, LLC
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Parallel Advisors, LLC
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Bradley & Co. Private Wealth Management, LLC
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Empower Advisory Group, LLC
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Client First Capital LLC
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HB Wealth Management, LLC
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NWF Advisory Services Inc.
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Mission Wealth Management, Lp
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Deutsche Bank Ag\
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Envestnet Asset Management Inc
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Stratos Wealth Partners, LTD.
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Exencial Wealth Advisors, Llc
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Johnson Bixby & Associates, LLC
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Retirement Planning Group
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Farther Finance Advisors, LLC
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Taylor, Cottrill, Erickson & Associates, Inc.
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Bailard, Inc.
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IFP Advisors, Inc
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Heritage Wealth Management, Inc. /CA/
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Pacific Capital Wealth Advisors, Inc
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Williams & Novak, LLC
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Bank Of Montreal /can/
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Tower Research Capital LLC (TRC)
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WFA of San Diego, LLC
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Fort Point Capital Partners LLC
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Syon Capital Llc
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Royal Bank Of Canada
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SimpliFi, Inc.
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Westfuller Advisors, LLC
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AdvisorNet Financial, Inc
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Creative Financial Designs Inc /adv
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Clune & Associates, Ltd.
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Destination Wealth Management
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Portfolio Design Labs, LLC
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Quadrant Private Wealth Management, LLC
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Envestnet Portfolio Solutions, Inc.
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Captrust Financial Advisors
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Cardiff Park Advisors, Llc
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Betterment LLC
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North Berkeley Wealth Management, LLC
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Chesley Taft & Associates LLC
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Trace Wealth Advisors, LLC
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Pnc Financial Services Group, Inc.
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UBS Group AG
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Wise Wealth Partners
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Greykasell Wealth Strategies, Inc.
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Colony Group, LLC
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Whittier Trust Co
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CI Private Wealth, LLC
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Hsbc Holdings Plc
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Avantax Advisory Services, Inc.
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Vista Wealth Management Group, LLC
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Tme Financial, Inc.
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Kingsview Wealth Management, LLC
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Financial Connections Group, Inc.
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Mattern Capital Management, Llc
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Argyle Capital Partners, LLC
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Nautilus Advisors LLC
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Angeles Wealth Management, Llc
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Opes Wealth Management LLC
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Goldman Sachs Group Inc
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Farmers & Merchants Trust Co of Long Beach
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SFE Investment Counsel
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Private Trust Co Na
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Coldstream Capital Management Inc
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Atomi Financial Group, Inc.
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West Wealth Group, LLC
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Cwm, Llc
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Brasada Capital Management, Lp
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Lowe Brockenbrough & Co Inc
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Financial Network Wealth Management LLC
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Crewe Advisors LLC
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Sequoia Financial Advisors, LLC
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Three Bridge Wealth Advisors, LLC
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Huntington National Bank
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Brinker Capital Investments, LLC
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Warren Street Wealth Advisors, LLC
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Blue Oak Capital, LLC
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Buckingham Strategic Partners
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Quantinno Capital Management LP
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Asset Planning,Inc
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Wedbush Securities Inc
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Tenon Financial LLC
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Towerpoint Wealth, LLC
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Affinity Capital Advisors, LLC
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Apella Capital, LLC
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Renaissance Technologies Llc
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Financial Advocates Investment Management
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Gerber Kawasaki Wealth & Investment Management
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Curtis Advisory Group, LLC
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Stordahl Capital Management, Inc.
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MAI Capital Management
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Brighton Jones Llc
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Susquehanna International Group, Llp
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Jpmorgan Chase & Co
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Northwestern Mutual Wealth Management Co
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Brown Advisory Inc
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Werba Rubin Papier Wealth Management
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Slow Capital, Inc.
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Garde Capital, Inc.
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Magnus Financial Group LLC
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Two West Capital Advisors LLC
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Aptus Capital Advisors, LLC
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Ieq Capital, Llc
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Morgan Stanley
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Rockefeller Capital Management L.P.
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LPL Financial LLC
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Strive Asset Management, LLC
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Falcon Wealth Planning
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|
Gould Asset Management Llc /ca/
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Palisade Asset Management, LLC
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Wealthfront Advisers Llc
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Manhattan West Asset Management, LLC
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RiverFront Investment Group, LLC
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Guggenheim Capital Llc
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|
Us Bancorp \de\
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|
VERITY Wealth Advisors
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|
Shira Ridge Wealth Management
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First Foundation Advisors
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Morton Capital Management LLC/CA
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Elyxium Wealth, LLC
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Certus Wealth Management, LLC
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One Degree Advisors Inc
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Adviser Investments LLC
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Ashton Thomas Private Wealth, LLC
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Capital Insight Partners, Llc
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Twin Peaks Wealth Advisors, LLC
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Sand Hill Global Advisors, LLC
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Advisor Group Holdings, Inc.
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Putnam Fl Investment Management Co
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21 West Wealth Management LLC
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|
Ledyard National Bank
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United Capital Financial Advisers, Llc
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Verus Wealth Management, Llc
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HCR Wealth Advisors
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Northeast Financial Group, Inc.
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Fmr Llc
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Traveka Wealth, LLC
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Altfest L J & Co Inc
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Itau Unibanco Holding S.A.
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Valmark Advisers, Inc.
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Investment Advisory Group, LLC
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Caliber Wealth Management, LLC / KS
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Equitable Holdings, Inc.
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Key FInancial Inc
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Global Retirement Partners, LLC
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Citadel Advisors Llc
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IFC Advisors LLC
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Creative Capital Management Investments LLC
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NFP Retirement, Inc.
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CIBC Private Wealth Group, LLC
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Ariston Services Group
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Omega Financial Group, LLC
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Signature Resources Capital Management, LLC
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Myecfo, Llc
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Horizon Investments, LLC
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Clark Asset Management, LLC
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|
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GWM Advisors LLC
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Crossmark Global Holdings, Inc.
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Silver Oak Wealth Advisors Services, Llc
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Larson Financial Group LLC
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Miracle Mile Advisors, LLC
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St Germain D J Co Inc
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Climber Capital SA
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Charles Schwab Investment Management Inc
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Trilogy Capital Inc.
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Integrity Financial Corp /WA
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Navalign, LLC
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