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Trust Point Inc.
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Founders Financial Alliance, LLC
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ORG Wealth Partners, LLC
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Susquehanna International Group, Llp
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Franklin Resources Inc
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Avantax Advisory Services, Inc.
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Mine & Arao Wealth Creation & Management, LLC.
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Wealthfront Advisers Llc
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Envestnet Portfolio Solutions, Inc.
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Infinity Wealth Counsel, LLC
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Capital Analysts, Inc.
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Natixis Advisors, L.p.
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LVZ Advisors, Inc.
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Smartleaf Asset Management LLC
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Pittenger & Anderson Inc
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Royal Bank Of Canada
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Renaissance Technologies Llc
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Town & Country Bank & Trust CO dba First Bankers Trust CO
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Tocqueville Asset Management L.p.
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Rede Wealth, LLC
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Nova Wealth Management, Inc.
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Colonial Trust Advisors
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Summa Corp.
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Atomi Financial Group, Inc.
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TD Waterhouse Canada Inc.
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Oak Harbor Wealth Partners, Llc
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Larson Financial Group LLC
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Townsend & Associates, Inc
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Coldstream Capital Management Inc
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Betterment LLC
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Commonwealth Financial Services, LLC
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Cambridge Investment Research Advisors, Inc.
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SC&H Financial Advisors, Inc.
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Legacy Capital Wealth Partners, LLC
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Ameriprise Financial Inc
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Brinker Capital Investments, LLC
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Townsend Asset Management Corp /nc/ /adv
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Affinity Capital Advisors, LLC
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Bnp Paribas Arbitrage, Sa
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Arete Wealth Advisors, LLC
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Columbus Macro, LLC
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Dentgroup LLC
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Diversified Portfolios, Inc.
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City Holding Co
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Wealth Architects, LLC
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Stifel Financial Corp
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Holderness Investments Co
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Paul Damon & Associates, Inc.
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Financial Advisory Service, Inc.
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Destination Wealth Management
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Pacifica Partners Inc.
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PDS Planning, Inc
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Baird Financial Group, Inc.
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Ieq Capital, Llc
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Sachetta, LLC
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Estate Counselors, LLC
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Nbc Securities, Inc.
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AE Wealth Management LLC
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Baker Avenue Asset Management, LP
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Banque Transatlantique SA
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Crestwood Advisors Group LLC
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Northwestern Mutual Wealth Management Co
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
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Johnson Financial Group, Inc.
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Wells Fargo & Company/mn
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CI Private Wealth, LLC
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McKinley Carter Wealth Services, Inc.
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Avidian Wealth Solutions, LLC
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Twin Peaks Wealth Advisors, LLC
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Vicus Capital
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Rik Saylor Financial, Inc.
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Mariner, LLC
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Two Sigma Securities, Llc
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Samalin Investment Counsel, LLC
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Charter Oak Capital Management, LLC
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DORVAL Corp
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Atria Wealth Solutions, Inc.
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Rsm Us Wealth Management Llc
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O'shaughnessy Asset Management, Llc
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Cherry Tree Wealth Management, LLC
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Bluestem Financial Advisors, Llc
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Wealth Enhancement Advisory Services, Llc
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Horizon Family Wealth, Inc.
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Delta Financial Group, Inc.
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Integrated Wealth Concepts LLC
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Park Avenue Securities Llc
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Clune & Associates, Ltd.
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KFA Private Wealth Group, LLC
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BlackRock, Inc.
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Holistic Planning, LLC
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Lakeridge Wealth Management LLC
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Crews Bank & Trust
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UBS Group AG
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Manchester Capital Management LLC
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Goldstone Financial Group, LLC
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Spire Wealth Management
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Golden State Wealth Management, LLC
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Savant Capital, LLC
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Schwab Charitable Fund
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Wealth Forward, LLC
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Avantax Planning Partners, Inc.
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Creative Financial Designs Inc /adv
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Buckingham Strategic Partners
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Transamerica Financial Advisors, Inc.
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First Hawaiian Bank
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Quad-Cities Investment Group, LLC
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Lutz Financial Services LLC
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Rise Advisors, LLC
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Ironwood Investment Counsel, LLC
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Kovitz Investment Group Partners, LLC
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Citigroup Inc
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Spirit Of America Management Corp/ny
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Iron Financial, LLC
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MBL Wealth, LLC
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Clear Investment Research, Llc
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Cidel Asset Management Inc
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AlphaCore Capital LLC
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Stephen J. Garry & Associates, Llc
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Private Wealth Asset Management, LLC
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Level Four Advisory Services, Llc
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Janney Montgomery Scott LLC
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SRS Capital Advisors, Inc.
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Eaton Financial Holdings Company, LLC
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Principal Securities, Inc.
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Sunburst Financial Group, LLC
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PFS Partners, LLC
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Phillips Financial Management, Llc
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Mattern Capital Management, Llc
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AdvisorNet Financial, Inc
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Emerald Investment Partners, Llc
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Center for Financial Planning, Inc.
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Beaumont Financial Advisors, LLC
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LPL Financial LLC
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Hoxton Planning & Management, LLC
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Curat Global, LLC
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Fiduciary Group LLC
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C M Bidwell & Associates Ltd
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Independence Financial Advisors, LLC
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Colony Group, LLC
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Cetera Investment Advisers
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Michael A. Dubis Financial Planning, LLC
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CX Institutional
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Citadel Advisors Llc
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Apella Capital, LLC
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Jpmorgan Chase & Co
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Summit Financial, LLC
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Evensky & Katz LLC
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Keybank National Association/oh
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Cambridge Associates Llc /ma/ /adv
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Flynn Zito Capital Management, Llc
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Old Mission Capital Llc
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MKT Advisors LLC
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Eukles Asset Management
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Nwam Llc
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Walter & Keenan Financial Consulting Co /mi/ /adv
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Accredited Investor Services, Llc
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State Of Wisconsin Investment Board
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CoreCap Advisors, LLC
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Ronald Blue Trust, Inc.
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HighMark Wealth Management LLC
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Cranbrook Wealth Management, LLC
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Change Path, LLC
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Alexander Randolph Advisory Inc
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IHT Wealth Management, LLC
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Global Financial Private Client, LLC
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Valley Forge Investment Consultants Inc Adv
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Valmark Advisers, Inc.
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Jane Street Group, Llc
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Arkansas Financial Group, Inc.
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Smithfield Trust Co
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Keystone Financial Group, Inc.
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GWM Advisors LLC
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CVA Family Office, LLC
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Wealth Management Resources, Inc.
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IYLD - iSHARES TRUST - iShares Morningstar Multi-Asset Income ETF
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Money Concepts Capital Corp
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Acorns Advisers, LLC
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International Assets Investment Management, Llc
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BYLD - iSHARES TRUST - iShares Yield Optimized Bond ETF
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TrueWealth Financial Partners
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Seeds Investor Llc
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Courage Miller Partners, LLC
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Pensionmark Financial Group, Llc
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Private Advisor Group, LLC
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JGP Wealth Management, LLC
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National Bank Of Canada /fi/
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Cape Investment Advisory, Inc.
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Captrust Financial Advisors
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Onyx Bridge Wealth Group LLC
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Fpc Investment Advisory, Inc.
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Deutsche Bank Ag\
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Wolff Wiese Magana Llc
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Capital Insight Partners, Llc
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Spinnaker Trust
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Kopp Family Office, LLC
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Morris Financial Concepts, Inc.
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Us Bancorp \de\
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Jones Financial Companies Lllp
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Brio Consultants, LLC
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Argent Advisors, Inc.
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Charles Schwab Investment Management Inc
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Burkett Financial Services, Llc
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TFC Financial Management
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Longview Financial Advisors LLC
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Beacon Financial Advisory LLC
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BCS Private Wealth Management, Inc.
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Mather Group, Llc.
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Assetmark, Inc
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Maryland Capital Advisors Inc.
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Abundance Wealth Counselors
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Rice Partnership, LLC
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Vantage Financial Partners, LLC
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Corepath Wealth Partners Llc
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Key FInancial Inc
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Cable Hill Partners, LLC
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Morgan Stanley
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Patriot Investment Management Inc.
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Main Street Research LLC
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XTX Topco Ltd
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Global Wealth Strategies & Associates
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Eldridge Investment Advisors, Inc.
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ORG Partners LLC
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Buttonwood Financial Advisors Inc.
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Bfsg, Llc
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Pine Haven Investment Counsel, Inc
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Pineridge Advisors LLC
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Truist Financial Corp
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Kestra Advisory Services, LLC
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Oarsman Capital, Inc.
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Berger Financial Group, Inc
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Envestnet Asset Management Inc
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Stone House Investment Management, LLC
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Prospera Financial Services Inc
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Wealth Dimensions Group, Ltd.
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South Plains Financial, Inc.
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Advisor Group Holdings, Inc.
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Fonville Wealth Management LLC
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Rather & Kittrell, Inc.
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Horizon Investments, LLC
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Wbh Advisory Inc
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Prosperity Planning, Inc.
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Rockbridge Investment Management, LCC
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Fiduciary Advisors, Inc.
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Congress Wealth Management LLC / DE /
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Farther Finance Advisors, LLC
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|
Bank of New York Mellon Corp
|
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|
Oppenheimer & Co Inc
|
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|
|
Rossby Financial, LCC
|
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|
Sheets Smith Wealth Management
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Midwest Capital Advisors, LLC
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Ancora Advisors, LLC
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Harbour Investments, Inc.
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Washington Trust Bank
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Aptus Capital Advisors, LLC
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|
EverSource Wealth Advisors, LLC
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MAI Capital Management
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Park Place Capital Corp
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Aviance Capital Partners, LLC
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J.w. Cole Advisors, Inc.
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Parallel Advisors, LLC
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Bogart Wealth, LLC
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Woodside Wealth Management LLC
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Christensen, King & Associates Investment Services, Inc.
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Cahaba Wealth Management, Inc.
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Hill Island Financial Llc
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Turn8 Private Wealth Inc.
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|
Essex Financial Services, Inc.
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|
Level Wealth Management LLC
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|
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I
|
|
|
|
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|
Sfmg, Llc
|
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|
Comerica Bank
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|
Raymond James Financial Inc
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|
Glass Jacobson Investment Advisors llc
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|
First PREMIER Bank
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|
Priebe Wealth Holdings LLC
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|
Atlantic Trust, LLC
|
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|
Russell Investments Group, Ltd.
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|
Fmr Llc
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Rialto Wealth Management, LLC
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|
Western Wealth Management, LLC
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|
Creative Planning
|
|
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|
Northwest Capital Management Inc
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|
Jarislowsky, Fraser Ltd
|
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|
Bank Of Montreal /can/
|
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|
Mutual Advisors, LLC
|
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Archer Investment Corp
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Opus Capital Group, LLC
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IFP Advisors, Inc
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McClarren Financial Advisors, Inc.
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1832 Asset Management L.P.
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Mercer Global Advisors Inc /adv
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Koss-Olinger Consulting, LLC
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|
Miracle Mile Advisors, LLC
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|
Joseph Group Capital Management
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TD Capital Management LLC
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|
Bank of New Hampshire
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Greykasell Wealth Strategies, Inc.
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|
Huntington National Bank
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Federation des caisses Desjardins du Quebec
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|
Kmg Fiduciary Partners, Llc
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|
Chicago Partners Investment Group LLC
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|
SigFig Wealth Management, LLC
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|
ABLE Financial Group, LLC
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|
Bank Of America Corp /de/
|
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|
Wealthspire Advisors, LLC
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|
Peoples Bank /oh
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|
Magnolia Capital Advisors Llc
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Elevate Wealth Advisory, Inc
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Geneos Wealth Management Inc.
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GPS Wealth Strategies Group, LLC
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Summit Wealth Partners, LLC
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Green Square Capital Advisors Llc
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Per Stirling Capital Management, LLC.
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Newbridge Financial Services Group, Inc.
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Valley National Advisers Inc
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Cim, Llc
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HHM Wealth Advisors, LLC
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Darden Wealth Group Inc
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Goldman Sachs Group Inc
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Investment Advisory Group, LLC
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Luts & Greenleigh Group, Inc
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Richard W. Paul & Associates, LLC
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Silverlake Wealth Management Llc
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Global Retirement Partners, LLC
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Rothschild Investment Llc
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FC Advisory LLC
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Orion Portfolio Solutions, LLC
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Cannon Financial Strategists, Inc.
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Steward Partners Investment Advisory, Llc
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Centaurus Financial, Inc.
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Sound Income Strategies, LLC
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Essex Savings Bank
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II
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CIBC Private Wealth Group, LLC
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Cwm, Llc
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Studio Investment Management Llc
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Opal Wealth Advisors, LLC
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General Partner, Inc.
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Providence First Trust Co
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Wescott Financial Advisory Group, LLC
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Lineweaver Wealth Advisors, LLC
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Iron Horse Wealth Management, LLC
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Headinvest, Llc
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Resources Investment Advisors, LLC.
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Kestra Private Wealth Services, Llc
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Front Row Advisors LLC
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Equitable Holdings, Inc.
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Weaver Consulting Group
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Rehmann Capital Advisory Group
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Hudson Capital Management LLC
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Salem Investment Counselors Inc
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Reyes Financial Architecture, Inc.
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HighTower Advisors, LLC
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Sound View Wealth Advisors Group, LLC
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Wiley Bros.-aintree Capital, Llc
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Ashton Thomas Private Wealth, LLC
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Cullen/frost Bankers, Inc.
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Leavell Investment Management, Inc.
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Values First Advisors, Inc.
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Omega Financial Group, LLC
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Kelman-Lazarov, Inc.
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Pnc Financial Services Group, Inc.
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Rooted Wealth Advisors, Inc.
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Ameritas Advisory Services, LLC
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Hohimer Wealth Management, Llc
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Sunbelt Securities, Inc.
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Beacon Pointe Advisors, LLC
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Garrett Investment Advisors LLC
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Arlington Trust Co LLC
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Prime Capital Investment Advisors, LLC
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Mml Investors Services, Llc
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Sterling Investment Advisors Llc /adv
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Merit Financial Group, LLC
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LJI Wealth Management, LLC
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Bellwether Advisors, LLC
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Security National Bank
|
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Smith & Howard Wealth Management, LLC
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Concurrent Investment Advisors, LLC
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Osterweis Capital Management Inc
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Cerity Partners LLC
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Stephens Consulting, LLC
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BCGM Wealth Management, LLC
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Hunter Associates Investment Management Llc
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Colonial Trust Co / SC
|
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Commonwealth Equity Services, Llc
|
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Ameriflex Group, Inc.
|
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Spectrum Wealth Counsel, LLC
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eCIO, Inc.
|
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Baker Ellis Asset Management LLC
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Allworth Financial LP
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Blair William & Co/il
|
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Garde Capital, Inc.
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Millstone Evans Group, LLC
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Advisory Services Network, LLC
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