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First Command Advisory Services, Inc.
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Beacon Financial Group
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Jones Financial Companies Lllp
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Veridan Wealth LLC
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Vested Financial Planning, LLC
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BOK Financial Private Wealth, Inc.
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HighTower Advisors, LLC
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Opal Wealth Advisors, LLC
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Copperleaf Capital, LLC
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Federation des caisses Desjardins du Quebec
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Pinnacle Bancorp, Inc.
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Gwn Securities Inc.
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CBM Financial, LLC
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Ascent Group, LLC
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Intelligence Driven Advisers, LLC
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National Bank Of Canada /fi/
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Altiora Financial Group, LLC
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Atlas Brown,Inc.
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Brinker Capital Investments, LLC
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Visionary Wealth Advisors
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Synovus Financial Corp
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Huntington National Bank
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Bernard Wealth Management Corp.
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Mpwm Advisory Solutions, Llc
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Lpwm Llc
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Resources Investment Advisors, LLC.
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Truist Financial Corp
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Charles Schwab Investment Management Inc
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Foster Group, Inc.
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Financial Advocates Investment Management
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Apeiron RIA LLC
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Parsons Capital Management Inc/ri
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Professional Financial Advisors, LLC
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Cornerstone Planning Group LLC
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Mid-American Wealth Advisory Group, Inc.
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Koshinski Asset Management, Inc.
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Robertson Stephens Wealth Management, LLC
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Swmg, Llc
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Meridian Wealth Management, LLC
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My Legacy Advisors, LLC
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Stash Investments, LLC
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McElhenny Sheffield Capital Management, LLC
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TD Capital Management LLC
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New Capital Management LP
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Lifelong Wealth Advisors, Inc.
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Goldman Sachs Group Inc
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Hutchens & Kramer Investment Management Group, LLC
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Principal Securities, Inc.
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ETF Store, Inc.
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Atlas Private Wealth Advisors
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Tsfg, Llc
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Shared Vision Wealth Group LLC
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BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Coldstream Capital Management Inc
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Valpey Financial Services, LLC
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KC Investment Advisors, LLC
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Farrell Financial LLC
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Venture Visionary Partners LLC
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Sequoia Financial Advisors, LLC
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First Financial Corp /in/
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Financial Sense Advisors, Inc.
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SRS Capital Advisors, Inc.
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Dohj, Llc
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Sharkey, Howes & Javer
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Sunesis Advisors, LLC
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Semus Wealth Partners LLC
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Blue Oak Capital, LLC
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Atomi Financial Group, Inc.
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Strategic Wealth Partners, Ltd.
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Captrust Financial Advisors
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Finley Financial, LLC
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Renaissance Technologies Llc
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Moors & Cabot, Inc.
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Novus Advisors, Llc
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Holistic Planning, LLC
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BCS Wealth Management
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Private Advisor Group, LLC
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Centaurus Financial, Inc.
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National Asset Management, Inc.
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One Wealth Capital Management, Llc
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Global Wealth Strategies & Associates
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Yukon Wealth Management, Inc.
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UBS Group AG
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West Wealth Group, LLC
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Sowell Financial Services LLC
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Bnp Paribas Arbitrage, Sa
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Family Capital Trust Co
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M Holdings Securities, Inc.
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GoalVest Advisory LLC
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IHT Wealth Management, LLC
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Midwest Heritage Bank, FSB
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Lido Advisors, LLC
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Saxony Capital Management, LLC
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Liberty Wealth Management Llc
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Wells Fargo & Company/mn
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Wealth Enhancement Advisory Services, Llc
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Warren Averett Asset Management, LLC
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Maripau Wealth Management Llc
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Forum Private Client Group LLC
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Wealthcare Advisory Partners LLC
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Cetera Investment Advisers
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Fifth Third Bancorp
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Legacy Financial Group LLC
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Avantax Advisory Services, Inc.
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Investors Research Corp
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NorthRock Partners, LLC
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J.w. Cole Advisors, Inc.
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Bennett Associates Wealth Management
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Pensionmark Financial Group, Llc
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Halbert Hargrove Global Advisors, Llc
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Inspire Advisors, LLC
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Hilltop Holdings Inc.
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Hill Island Financial Llc
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Heritage Family Offices, LLP
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Keystone Wealth Services, LLC
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PFW Advisors LLC
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Duncan Williams Asset Management, LLC
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Baker Avenue Asset Management, LP
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AlphaCore Capital LLC
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Sovran Advisors, LLC
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Steel Peak Wealth Management LLC
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TSA Wealth Managment LLC
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Ameriprise Financial Inc
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Spectrum Strategic Capital Management, LLC
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Soros Capital Management Llc
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Resurgent Financial Advisors LLC
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Hanlon Investment Management, Inc.
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Endeavor Private Wealth, Inc.
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Balboa Wealth Partners
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Prospera Financial Services Inc
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Lodestar Private Asset Management Llc
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Aprio Wealth Management, LLC
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Daymark Wealth Partners, Llc
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Marino, Stram & Associates Llc
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Leavell Investment Management, Inc.
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Ewa, Llc
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Beverly Hills Private Wealth, LLC
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KWB Wealth
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Salomon & Ludwin, LLC
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Thompson Investment Management, Inc.
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Kelly Financial Services LLC
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Global Retirement Partners, LLC
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Merkkuri Wealth Advisors LLC
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Ridgeline Wealth, LLC
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Empirical Asset Management, LLC
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GPS Wealth Strategies Group, LLC
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World Equity Group, Inc.
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Stephens Consulting, LLC
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Trilogy Capital Inc.
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Gilbert & Cook, Inc.
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FLP Wealth Management, LLC
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Clear Creek Financial Management, LLC
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Founders Financial Alliance, LLC
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Braun-Bostich & Associates Inc.
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Golden State Wealth Management, LLC
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Beacon Pointe Advisors, LLC
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Mayflower Financial Advisors, LLC
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Strategic Blueprint, LLC
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Atria Investments Llc
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Massmutual Trust Co Fsb/adv
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BlackRock, Inc.
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Caliber Wealth Management, LLC / KS
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Linscomb & Williams, Inc.
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GeoWealth Management, LLC
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Vestmark Advisory Solutions, Inc.
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Aspire Private Capital, LLC
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Beacon Capital Management, LLC
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JB Capital LLC
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Jpmorgan Chase & Co
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Lifeworks Advisors, LLC
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Firestone Capital Management
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High Falls Advisors, Inc
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Quotient Wealth Partners, LLC
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Mason & Associates, LLC
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Darden Wealth Group Inc
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Northwestern Mutual Wealth Management Co
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JT Stratford LLC
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Investor's Fiduciary Advisor Network, LLC
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Vertex Planning Partners, LLC
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Briaud Financial Planning, Inc
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Claro Advisors LLC
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True Vision MN LLC
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Western Wealth Management, LLC
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Great Valley Advisor Group, Inc.
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Envestnet Portfolio Solutions, Inc.
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LPL Financial LLC
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Columbus Macro, LLC
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PAX Financial Group, LLC
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180 Wealth Advisors, Llc
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AdvisorNet Financial, Inc
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Absolute Capital Management, LLC
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Visionary Horizons, LLC
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DecisionMap Wealth Management, LLC
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Golden State Equity Partners
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Brio Consultants, LLC
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WFA of San Diego, LLC
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Schmidt P J Investment Management Inc
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BRYN MAWR TRUST Co
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Commonwealth Equity Services, Llc
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Heck Capital Advisors, LLC
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Cary Street Partners Financial Llc
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Transce3nd, LLC
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Iron Horse Wealth Management, LLC
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Baron Silver Stevens Financial Advisors, Llc
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Renasant Bank
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Capital Investment Advisory Services, LLC
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Raymond James Financial Inc
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Retirement Wealth Solutions LLC
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Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
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ONE Advisory Partners, LLC
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ORG Wealth Partners, LLC
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BridgePort Financial Solutions, LLC
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StoneX Group Inc.
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Atria Wealth Solutions, Inc.
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Wolff Wiese Magana Llc
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Snowden Capital Advisors LLC
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Colonial Trust Co / SC
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Apex Wealth Management, LLC
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Salem Investment Counselors Inc
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Accredited Wealth Management, LLC
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Tidemark, LLC
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BYLD - iSHARES TRUST - iShares Yield Optimized Bond ETF
|
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U.S. Capital Wealth Advisors, LLC
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Cliftonlarsonallen Wealth Advisors, Llc
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PKS Advisory Services, LLC
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Midwest Trust Co
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Richard P Slaughter Associates Inc
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LifePlan Investment Advisors, Inc.
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Wealth Group Ltd
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Tempus Wealth Planning, LLC
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Gallagher Fiduciary Advisors, LLC
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Edgestream Partners, L.P.
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Guardian Wealth Advisors, Llc / Nc
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Wbh Advisory Inc
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Comprehensive Financial Planning, Inc./PA
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Ashton Thomas Private Wealth, LLC
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AOK - iSHARES TRUST - iShares Core Conservative Allocation ETF
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Tarbox Family Office, Inc.
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Cresset Asset Management, LLC
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NFP Retirement, Inc.
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Indiana Trust & Investment Management CO
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Transcend Wealth Collective, Llc
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Brown Brothers Harriman & Co
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CFS Investment Advisory Services, LLC
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City National Bank Of Florida /msd
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Advisor Group Holdings, Inc.
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Davidson Investment Advisors
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Versant Capital Management, Inc
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Modern Wealth Management, LLC
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Montecito Bank & Trust
|
|
|
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|
Brookstone Capital Management
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|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II
|
|
|
|
|
|
Certus Wealth Management, LLC
|
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|
Wiley Bros.-aintree Capital, Llc
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|
RFP Financial Group LLC
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|
Journey Strategic Wealth Llc
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Vermillion & White Wealth Management Group, LLC
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RFG Advisory, LLC
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SOA Wealth Advisors, LLC.
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Angeles Wealth Management, Llc
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Wealth Alliance
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Cranbrook Wealth Management, LLC
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Equitable Holdings, Inc.
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Gen-Wealth Partners Inc
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Rialto Wealth Management, LLC
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We Are One Seven, LLC
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Christopher J. Hasenberg, Inc
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Sigma Planning Corp
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Accurate Wealth Management, LLC
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|
Goepper Burkhardt LLC
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Merit Financial Group, LLC
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Coordinated Financial Services, Inc./CO
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Acorn Creek Capital Llc
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Park Place Capital Corp
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5T Wealth, LLC
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Foundations Investment Advisors, LLC
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Richard W. Paul & Associates, LLC
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Elios Financial Group Inc.
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Eastern Bank
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SageView Advisory Group, LLC
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Sunbelt Securities, Inc.
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Beacon Financial Advisory LLC
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Morgan Stanley
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|
Tiemann Investment Advisors, Llc
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Rossby Financial, LCC
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Oregon Pacific Wealth Management, LLC
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Princeton Global Asset Management LLC
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Tradewinds, LLC.
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Dynamic Advisor Solutions LLC
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Susquehanna International Group, Llp
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Axxcess Wealth Management, Llc
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Klaas Financial Asset Advisors, LLC
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REAP Financial Group, LLC
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Shira Ridge Wealth Management
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Financial Partners Group, Inc
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Steward Partners Investment Advisory, Llc
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Continuum Advisory, LLC
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Phillips Financial Management, Llc
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Roger Wittlin Investment Advisory, LLC
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Janney Montgomery Scott LLC
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Coordinated Financial Services, Inc.
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|
|
AOA - iSHARES TRUST - iShares Core Aggressive Allocation ETF
|
|
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Farther Finance Advisors, LLC
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Wealthstar Advisors, Llc
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Cantor Fitzgerald Investment Adviser L.p.
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M&t Bank Corp
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Asset Dedication, LLC
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Parr Mcknight Wealth Management Group, Llc
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Theory Financial Llc
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Fortitude Family Office, LLC
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Invesco Ltd.
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Twelve Points Wealth Management LLC
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Strengthening Families & Communities, LLC
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Stephens Inc /ar/
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Private Trust Co Na
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Nations Financial Group Inc, /ia/ /adv
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Edge Financial Advisors LLC
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Novem Group
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Greykasell Wealth Strategies, Inc.
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Arkadios Wealth Advisors
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SFG Wealth Management, LLC.
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Forefront Wealth Partners, LLC
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Appleton Partners Inc/ma
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Trust Point Inc.
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Leonard Rickey Investment Advisors P.L.L.C.
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Gladstone Institutional Advisory LLC
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Orion Portfolio Solutions, LLC
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Argent Trust Co
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Kestra Private Wealth Services, Llc
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Western Financial Corp/CA
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EP Wealth Advisors, Inc.
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Nwam Llc
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AOR - iSHARES TRUST - iShares Core Growth Allocation ETF
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Royal Bank Of Canada
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Patriot Financial Group Insurance Agency, LLC
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Alerus Financial Na
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Kickstand Ventures, Llc.
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Detalus Advisors, LLC
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Pinnacle Family Advisors, LLC
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Kathmere Capital Management, LLC
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Diversify Advisory Services, LLC
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Zrc Wealth Management, Llc
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Cypress Wealth Services, LLC
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MML Series Investment Fund II - MML Blend Fund Initial Class
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Ameritas Advisory Services, LLC
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Gateway Wealth Partners, LLC
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Fulcrum Equity Management
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Spectrum Wealth Counsel, LLC
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Orgel Wealth Management, LLC
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Mariner, LLC
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Meridian Wealth Partners, LLC
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Vantage Financial Partners, LLC
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Global Strategic Investment Solutions, LLC
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Eqis Capital Management, Inc.
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Hershey Financial Advisers, LLC
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Whittier Trust Co Of Nevada Inc
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Perigon Wealth Management, LLC
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Collier Financial
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Catalina Capital Group, LLC
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Oarsman Capital, Inc.
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Galvin, Gaustad & Stein, LLC
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Creative Planning
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Quattro Financial Advisors Llc
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Emerald Investment Partners, Llc
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Ronald Blue Trust, Inc.
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Life Planning Partners, Inc
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Wood Tarver Financial Group, LLC
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LGT Financial Advisors LLC
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Keebeck Wealth Management, LLC
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Sentinus, LLC
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Smartleaf Asset Management LLC
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Raleigh Capital Management Inc.
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Old Mission Capital Llc
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MN Wealth Advisors, LLC
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New Century Financial Group, LLC
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Diversified Trust Co
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Triangle Securities Wealth Management
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Armis Advisers, LLC
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Patriot Investment Management Inc.
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Oxinas Partners Wealth Management LLC
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Td Private Client Wealth Llc
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RDA Financial Network
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Mercer Global Advisors Inc /adv
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Aspiriant, Llc
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Spectrum Planning & Advisory Services Inc.
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MAI Capital Management
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Horst & Graben Wealth Management LLC
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First Horizon Advisors, Inc.
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Fulton Breakefield Broenniman Llc
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Pnc Financial Services Group, Inc.
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Bogart Wealth, LLC
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BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Financial Advisory Service, Inc.
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Centurion Wealth Management LLC
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Insight Wealth Partners, LLC
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Wetherby Asset Management Inc
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Sagespring Wealth Partners, Llc
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Avidian Wealth Solutions, LLC
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Howard Capital Management Inc.
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Real Talk Capital, LLC
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Cahill Financial Advisors Inc
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Scarborough Advisors, LLC
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Ignite Planners, LLC
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Financial Engines Advisors L.L.C.
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Valmark Advisers, Inc.
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WealthPLAN Partners, LLC
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DAVENPORT & Co LLC
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Anchor Investment Management, LLC
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Allworth Financial LP
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Woodside Wealth Management LLC
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Evolution Wealth Management Inc.
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Private Capital Management Llc
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Kingswood Wealth Advisors, Llc
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Family Wealth Group, LLC
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Stone House Investment Management, LLC
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Patton Albertson Miller Group, Llc
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Financial Gravity Companies, Inc.
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CVA Family Office, LLC
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VEGA - AdvisorShares Trust - AdvisorShares STAR Global Buy-Write ETF
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Ancora Advisors, LLC
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CI Private Wealth, LLC
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Fisher Asset Management, LLC
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McAdam, LLC
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EPG Wealth Management LLC
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Dentgroup LLC
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Tanager Wealth Management LLP
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Avantra Family Wealth, Inc.
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PMG Wealth Management, Inc.
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Scott Capital Advisors, LLC
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Sovereign Financial Group, Inc.
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Colony Group, LLC
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Glen Eagle Advisors, LLC
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Parallel Advisors, LLC
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Wealthgarden F.s. Llc
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Keystone Financial Group, Inc.
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Destination Wealth Management
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Fermata Advisors, LLC
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WealthPlan Investment Management, LLC
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Triad Wealth Partners, LLC
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WCG Wealth Advisors LLC
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Liberty Square Wealth Partners Llc
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Richardson Financial Services Inc.
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Invst, LLC
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1st Source Bank
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Windward Private Wealth Management Inc.
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Focus Financial Network, Inc.
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Betterment LLC
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Wedbush Securities Inc
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Sofi Wealth, Llc
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Financial Life Advisors
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Capital Analysts, Inc.
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Austin Private Wealth, LLC
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BCJ Capital Management, LLC
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Team Financial Group, LLC
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Fiduciary Trust Co
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Wells Financial Advisors INC
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Bank of New York Mellon Corp
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International Assets Investment Management, Llc
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City State Bank
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Sax Wealth Advisors, Llc
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Interchange Capital Partners, LLC
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ETF Portfolio Partners, Inc.
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American Trust
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Key FInancial Inc
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Moneywise, Inc.
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Range Financial Group LLC
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B.O.S.S. Retirement Advisors, LLC
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Park Avenue Securities Llc
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CX Institutional
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Magnus Financial Group LLC
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Regimen Wealth, Llc
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Eight 31 Financial Llc
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SOUTH STATE Corp
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Citigroup Inc
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Morningstar Investment Services LLC
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Cooper Financial Group
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Client 1st Advisory Group, Llc
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Kelly Financial Group Llc
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Able Wealth Management LLC
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Genesis Wealth Advisors, LLC
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Cornerstone Advisors Asset Management, Inc
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Bellwether Advisors, LLC
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Seneca Financial Advisors LLC
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Icon Wealth Advisors, LLC
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FC Advisory LLC
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Tradition Wealth Management, LLC
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Actinver Wealth Management, Inc.
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Cahaba Wealth Management, Inc.
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Tudor Investment Corp Et Al
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Lockerman Financial Group, Inc.
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Signal Advisors Wealth, LLC
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Rosenberg Matthew Hamilton
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Fifth Third Securities, Inc.
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Assetmark, Inc
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Stratos Wealth Partners, LTD.
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Fullcircle Wealth Llc
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Russell Investments Group, Ltd.
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New Republic Capital, LLC
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Bensler, LLC
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Advisory Services Network, LLC
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Ausdal Financial Partners, Inc.
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BOS Asset Management, LLC
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IFP Advisors, Inc
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Conscious Wealth Investments, Llc
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Compass Ion Advisors, LLC
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Snider Financial Group
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Concurrent Investment Advisors, LLC
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Bank Of Hawaii
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Hoxton Planning & Management, LLC
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HFM Investment Advisors, LLC
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CAP Partners, LLC
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Kingsview Wealth Management, LLC
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CIBC Private Wealth Group, LLC
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Two West Capital Advisors LLC
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White Lighthouse Investment Management Inc.
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Secure Asset Management, LLC
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TFB Advisors LLC
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OMNI 360 Wealth, Inc.
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United Capital Financial Advisers, Llc
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Howe & Rusling Inc
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Congress Wealth Management LLC / DE /
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Envestnet Asset Management Inc
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Sculati Wealth Management, LLC
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Investment Advisory Group, LLC
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Horan Securities, Inc.
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Mather Group, Llc.
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Signature Estate & Investment Advisors Llc
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Mcmorgan & Co Llc
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Quad-Cities Investment Group, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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HighMark Wealth Management LLC
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Natixis Advisors, L.p.
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Tower Research Capital LLC (TRC)
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Simplicity Wealth,LLC
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Signature Securities Group Corporation
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Richmond Investment Services, LLC
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Franklin Resources Inc
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Crews Bank & Trust
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Security Financial Services, INC.
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GM Advisory Group, Inc.
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Commerce Bank
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Hoey Investments, Inc
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Valued Wealth Advisors LLC
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UNIVEST FINANCIAL Corp
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Latitude Advisors, LLC
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Integrated Wealth Concepts LLC
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Catalytic Wealth RIA, LLC
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Mml Investors Services, Llc
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BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Pineridge Advisors LLC
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Crewe Advisors LLC
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Aqr Capital Management Llc
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Keybank National Association/oh
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Quest 10 Wealth Builders, Inc.
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Affinity Capital Advisors, LLC
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Pines Wealth Management, LLC
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Hartland & Co., LLC
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Sofos Investments, Inc.
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Optivise Advisory Services LLC
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Global Financial Private Client, LLC
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LongView Wealth Management
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Hobbs Wealth Management, LLC
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AE Wealth Management LLC
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Tompkins Financial Corp
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Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
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Cerity Partners LLC
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Keystone Financial Services
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Westside Investment Management, Inc.
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Argent Advisors, Inc.
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New Millennium Group LLC
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Precision Wealth Strategies, LLC
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First Heartland Consultants, Inc.
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Bank Of America Corp /de/
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M1 Capital Management LLC
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Acorn Financial Advisory Services Inc /adv
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Clearview Wealth Advisors LLC
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Miracle Mile Advisors, LLC
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Private Wealth Asset Management, LLC
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Jfs Wealth Advisors, Llc
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Perennial Investment Advisors, LLC
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Morris Financial Concepts, Inc.
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Signaturefd, Llc
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NewEdge Wealth, LLC
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Us Bancorp \de\
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PSI Advisors, LLC
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Central Pacific Bank - Trust Division
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Kovack Advisors, Inc.
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Kestra Investment Management, LLC
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Qube Research & Technologies Ltd
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Consolidated Portfolio Review Corp
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17 Capital Partners, Llc
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Savvy Advisors, Inc.
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Strategy Asset Managers Llc
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Stokes Family Office, LLC
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AllSquare Wealth Management LLC
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Hazlett, Burt & Watson, Inc.
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North Capital, Inc.
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Financial Management Professionals, Inc.
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Maia Wealth LLC
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Magnolia Private Wealth, LLC
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Regions Financial Corp
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Bay Harbor Wealth Management, LLC
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Keyvantage Wealth, Llc
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Harbour Investments, Inc.
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Mutual Advisors, LLC
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Barnes Dennig Private Wealth Management LLC
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TCG Advisory Services, LLC
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Lansing Street Advisors
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Private Client Services, Llc
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Twin Peaks Wealth Advisors, LLC
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares
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BCU Wealth Advisors, LLC
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KFA Private Wealth Group, LLC
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Cary Street Partner Investment Advisory Llc
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Mount Yale Investment Advisors, LLC
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SILVER OAK SECURITIES, Inc
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Prosperity Planning, Inc.
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Lion Street Advisors, LLC
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R. W. Roge & Company, Inc.
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PUREfi Wealth, LLC
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Nbt Bank N A /ny
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EverSource Wealth Advisors, LLC
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Barnes Wealth Management Group, Inc
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Csenge Advisory Group
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Apollon Wealth Management, LLC
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Hoese & Co LLP
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Integrity Alliance, Llc.
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Kilter Group LLC
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Capital Square, LLC
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Bush Investment Group, Llc
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Stifel Financial Corp
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Spinnaker Trust
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Skyline Advisors, Inc.
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Sfmg, Llc
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Evolution Wealth Advisors, LLC
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Capital A Wealth Management, LLC
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Harwood Advisory Group, LLC
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Successful Portfolios LLC
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Cambridge Investment Research Advisors, Inc.
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PFG Advisors
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Madison Wealth Partners, Inc
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AOM - iSHARES TRUST - iShares Core Moderate Allocation ETF
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Royal Fund Management, LLC
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Geneos Wealth Management Inc.
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GWM Advisors LLC
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Archer Investment Corp
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MeadowBrook Investment Advisors LLC
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Cwm, Llc
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Buckingham Strategic Partners
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TRUE Private Wealth Advisors
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Arlington Trust Co LLC
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Kovitz Investment Group Partners, LLC
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Bridgewealth Advisory Group, LLC
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Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
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Diversified Portfolios, Inc.
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Essential Planning, LLC.
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Vermillion Wealth Management, Inc.
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Sheridan Capital Management, LLC
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Valley National Advisers Inc
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Quaker Wealth Management, LLC
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Apella Capital, LLC
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Quartz Partners, LLC
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Forte Asset Management Llc
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Aptus Capital Advisors, LLC
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Tyche Wealth Partners LLC
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Sound Income Strategies, LLC
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Burt Wealth Advisors
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WealthTrak Capital Management LLC
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Fmr Llc
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Advyzon Investment Management, LLC
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Summit Wealth Partners, LLC
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Regal Investment Advisors LLC
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Harbor Investment Advisory, Llc
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Verus Capital Partners, Llc
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Ameriflex Group, Inc.
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Gotham Asset Management, LLC
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Comerica Bank
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Willis Johnson & Associates, Inc.
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Firethorn Wealth Partners, Llc
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Baird Financial Group, Inc.
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Arlington Financial Advisors, LLC
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Impact Capital Partners LLC
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Landmark Wealth Management, Inc.
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Old North State Trust, LLC
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Swp Financial Llc
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Jacobson & Schmitt Advisors, Llc
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LexAurum Advisors, LLC
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MSH Capital Advisors LLC
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Silverleafe Capital Partners, LLC
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Cape Investment Advisory, Inc.
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Summit Financial, LLC
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Rockefeller Capital Management L.P.
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Paradigm Financial Partners, Llc
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First Community Trust Na
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RCS Financial Planning, LLC
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RWM Asset Management, LLC
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Bank Of Montreal /can/
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Fedenia Advisers LLC
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TrueWealth Advisors, LLC
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Spire Wealth Management
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EWG Elevate Inc.
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Copia Wealth Management
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SigFig Wealth Management, LLC
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LifeGoal Wealth Advisors
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Total Investment Management Inc
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Benjamin Edwards Inc
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|
TT Capital Management LLC
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|
Brookwood Investment Group LLC
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|
One Wealth Advisors, LLC
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Retirement Capital Strategies
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|
D.a. Davidson & Co.
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|
Oliver Lagore Vanvalin Investment Group
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|
Americana Partners, LLC
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|
Napatree Capital Llc
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|
Arete Wealth Advisors, LLC
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|
Rehmann Capital Advisory Group
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|
Venturi Wealth Management, LLC
|
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|
Keystone Financial Group
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|
Opes Wealth Management LLC
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|
Brown Advisory Inc
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|
Savant Capital, LLC
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|
Coppell Advisory Solutions LLC
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|
Riverbend Wealth Management, LLC
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|
|
Atlantic Union Bankshares Corp
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|
Concorde Asset Management, LLC
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|
Nova Wealth Management, Inc.
|
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|
Two Sigma Securities, Llc
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|
BancorpSouth Bank
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|
Balance Wealth, LLC
|
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|
|
Elite Financial, Inc.
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|
MEMBERS Trust Co
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|
Provident Wealth Management, LLC
|
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|
Kestra Advisory Services, LLC
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|
TCP Asset Management, LLC
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|
N.E.W. Advisory Services LLC
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|
Flagship Harbor Advisors, Llc
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|
Thrivent Financial For Lutherans
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|
Johnson Financial Group, Inc.
|
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|
Exchange Traded Concepts, Llc
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Creative Financial Designs Inc /adv
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|
Nbc Securities, Inc.
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|
Northwest Capital Management Inc
|
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|
Semmax Financial Advisors Inc.
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|
|
Redwood Investment Management, Llc
|
|
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|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
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|
|
|
|
CoreCap Advisors, LLC
|
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|
|
|
|
W Advisors, Llc
|
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|
|
Sutton Place Investors Llc
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|
|
WFA Asset Management Corp
|
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|
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|
|
ORG Partners LLC
|
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|
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|
|
Change Path, LLC
|
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|
|
|
|
Eq Llc
|
|
|
|
|
|
IFG Advisory, LLC
|
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|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
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|
|
CFO4Life Group, LLC
|
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TCI Wealth Advisors, Inc.
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|
