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Holistic Planning, LLC
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Coppell Advisory Solutions LLC
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Arbor Trust Wealth Advisors, Llc
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Amplius Wealth Advisors, LLC
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Aurdan Capital Management, LLC
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Mattern Wealth Management LLC
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Geneos Wealth Management Inc.
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Whittier Trust Co Of Nevada Inc
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Richmond Investment Services, LLC
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North Star Investment Management Corp.
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Fifth Third Securities, Inc.
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Sagespring Wealth Partners, Llc
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Howe & Rusling Inc
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Integrated Investment Consultants, LLC
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Laird Norton Trust Company, Llc
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Financial Life Advisors
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Balentine LLC
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Palouse Capital Management, Inc.
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Nbc Securities, Inc.
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Baron Wealth Management LLC
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NorthRock Partners, LLC
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Valpey Financial Services, LLC
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BLB&B Advisors, LLC
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Clear Investment Research, Llc
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BRYN MAWR TRUST Co
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Empower Advisory Group, LLC
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Graves-Light Private Wealth Management, Inc.
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Kilter Group LLC
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Old Mission Capital Llc
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LongView Wealth Management
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Mill Creek Capital Advisors, LLC
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Avantax Planning Partners, Inc.
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Heritage Family Offices, LLP
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LTG Capital LLC
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TruNorth Capital Management, LLC
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Alta Wealth Advisors LLC
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Baker Tilly Financial, Llc
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Colton Groome Financial Advisors, Llc
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Mitchell Mcleod Pugh & Williams Inc
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Connecticut Wealth Management, LLC
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Commonwealth Equity Services, Llc
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Instrumental Wealth, Llc
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Beaumont Financial Advisors, LLC
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Vertex Planning Partners, LLC
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Spirepoint Private Client, Llc
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R. W. Roge & Company, Inc.
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Wealthbridge Capital Management, Llc
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Oppenheimer & Co Inc
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Monograph Wealth Advisors, Llc
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Grand Wealth Management, Llc
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Foguth Wealth Management, LLC.
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First Foundation Advisors
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Grimes & Company, Inc.
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Oakwell Private Wealth Management, LLC
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Sequoia Financial Advisors, LLC
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Cypress Wealth Services, LLC
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Forte Asset Management Llc
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Resources Investment Advisors, LLC.
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Per Stirling Capital Management, LLC.
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Continuum Advisory, LLC
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Focused Wealth Management, Inc
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Annex Advisory Services, LLC
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Proactive Wealth Strategies LLC
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Salem Investment Counselors Inc
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Global Retirement Partners, LLC
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Advisor OS, LLC
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MSH Capital Advisors LLC
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Armis Advisers, LLC
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Loomis Sayles & Co L P
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Nova Wealth Management, Inc.
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Sterling Group Wealth Management, LLC
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Highview Capital Management LLC/DE/
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Tompkins Financial Corp
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Register Financial Advisors LLC
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UNIVEST FINANCIAL Corp
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Beacon Investment Advisory Services, Inc.
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VestGen Advisors, LLC
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NCM Capital Management, LLC
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Pinkerton Retirement Specialists, LLC
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Pallas Capital Advisors LLC
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Copperleaf Capital, LLC
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True Link Financial Advisors, LLC
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Global Financial Private Client, LLC
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Three Cord True Wealth Management, LLC
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RMG Wealth Management LLC
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Vermillion & White Wealth Management Group, LLC
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Catalyst Financial Partners Llc
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One Wealth Advisors, LLC
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Rodgers & Associates, LTD
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TrueWealth Advisors, LLC
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Flagship Harbor Advisors, Llc
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Concord Wealth Partners
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Advyzon Investment Management, LLC
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Coldstream Capital Management Inc
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Camarda Financial Advisors, LLC
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SageView Advisory Group, LLC
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Kozak & Associates, Inc.
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Petra Financial Advisors Inc
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Atticus Wealth Management, Llc
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Arkadios Wealth Advisors
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Birch Hill Investment Advisors LLC
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|
Aspect Partners, LLC
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|
Pennsylvania Capital Management Inc /adv
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Three Seasons Wealth, LLC
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Richards, Merrill & Peterson, Inc.
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Motiv8 Investments LLC
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Proficio Capital Partners LLC
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Wallington Asset Management, LLC
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Cardiff Park Advisors, Llc
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Guidance Point Advisors, LLC
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XML Financial, LLC
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Durante & Waters, Llc
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Vivaldi Capital Management, LLC
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Cim, Llc
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Keystone Wealth Services, LLC
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Asset Management One Co., Ltd.
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Clientfirst Wealth Management, LLC
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Verity Asset Management, Inc.
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Hsbc Holdings Plc
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Bare Financial Services, Inc
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|
Rathbone Brothers plc
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Jag Capital Management, Llc
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Beverly Hills Private Wealth, LLC
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First Command Advisory Services, Inc.
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Tradewinds, LLC.
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Flagship Private Wealth, LLC
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Whalerock Point Partners, Llc
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Williams Jones Wealth Management, LLC.
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Neumann Capital Management, LLC
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Rockwood Wealth Management, LLC
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|
Forefront Wealth Partners, LLC
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|
Retirement Planning Group
|
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|
Certified Advisory Corp
|
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|
Fourth Dimension Wealth, LLC
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|
Principal Street Partners, LLC
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|
SCS Capital Management LLC
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|
Hoese & Co LLP
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|
Two Sigma Investments, Lp
|
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|
Glenmede Trust Co Na
|
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|
Centerpoint Advisors, LLC
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|
Insight Advisors, LLC/ PA
|
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|
Coign Capital Advisors LLC
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|
Wimmer Associates 1, Llc
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|
Brinker Capital Investments, LLC
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|
Integrated Advisors Network LLC
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|
Greenwood Gearhart Inc
|
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|
Iams Wealth Management, Llc
|
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|
First Commonwealth Financial Corp /pa/
|
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|
Arbor Investment Advisors, LLC
|
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|
Center For Asset Management LLC
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|
Lpwm Llc
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|
MONECO Advisors, LLC
|
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|
Regal Investment Advisors LLC
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|
Stark Wealth Management LLC
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|
|
Sigma Investment Counselors Inc
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|
|
|
Callan Family Office, LLC
|
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|
Cordatus Wealth Management LLC
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|
Frontier Asset Management, LLC
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|
Crescent Grove Advisors, LLC
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|
LPL Financial LLC
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|
Synovus Financial Corp
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|
Manhattan West Asset Management, LLC
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Aptus Capital Advisors, LLC
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Redhawk Wealth Advisors, Inc.
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Financial Partners Group, Inc
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Hanlon Investment Management, Inc.
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|
Independence Bank of Kentucky
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|
Us Financial Advisors, Llc
|
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|
|
BancFirst Trust & Investment Management
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Anb Bank
|
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|
Fft Wealth Management Llc
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|
Mascagni Wealth Management, Inc.
|
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Boreal Capital Management LLC
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|
Stephens Inc /ar/
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|
EWG Elevate Inc.
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Centurion Wealth Management LLC
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|
Texas Yale Capital Corp.
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|
|
Sutton Place Investors Llc
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|
City Holding Co
|
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|
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|
Procyon Private Wealth Partners, LLC
|
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|
|
|
Beacon Bridge Wealth Partners, LLC
|
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|
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|
Minot DeBlois Advisors LLC
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|
Adaptive Financial Consulting, LLC
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|
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|
TT Capital Management LLC
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|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Legacy Financial Group LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
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|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
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|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
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|
Finley Financial, LLC
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|
Csenge Advisory Group
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|
Garde Capital, Inc.
|
|
|
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|
Citadel Advisors Llc
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|
Lindbrook Capital, Llc
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|
|
SK Wealth Management, LLC
|
|
|
|
|
|
Interactive Financial Advisors
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|
Brown Brothers Harriman & Co
|
|
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|
|
|
IMA Wealth, Inc.
|
|
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|
|
|
Gotham Asset Management, LLC
|
|
|
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|
|
Meridian Wealth Management, LLC
|
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|
|
|
|
Wealth Alliance
|
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|
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|
Smith Anglin Financial, LLC
|
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|
Capital Analysts, Inc.
|
|
|
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|
May Barnhard Investments LLC
|
|
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|
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|
Bank of New York Mellon Corp
|
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|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Cambridge Capital Management, Llc
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
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|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
Betterment LLC
|
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|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Solano Wealth Investment Advisors LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
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|
Plancorp, LLC
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|
Ronald Blue Trust, Inc.
|
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|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
FPACX - FPA FUNDS TRUST - FPA Crescent Fund
|
|
|
|
|
|
Hiley Hunt Wealth Management
|
|
|
|
|
|
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Merkkuri Wealth Advisors LLC
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
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|
|
Paradigm, Strategies in Wealth Management, LLC
|
|
|
|
|
|
Ellevest, Inc.
|
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|
|
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|
Texas Capital Bancshares Inc/tx
|
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|
|
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|
Vise Technologies, Inc.
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
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|
|
|
Weaver Consulting Group
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
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|
Galvin, Gaustad & Stein, LLC
|
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|
Atlas Brown,Inc.
|
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|
|
|
Vanguard Group Inc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
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|
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|
Jpmorgan Chase & Co
|
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|
Spectrum Planning & Advisory Services Inc.
|
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|
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|
Horizon Family Wealth, Inc.
|
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|
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|
Atlantic Family Wealth, Llc
|
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|
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|
Howard Capital Management Inc.
|
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|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
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|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
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|
Simmons Bank
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
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|
Gallagher Capital Advisors, LLC
|
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|
RTD Financial Advisors, Inc.
|
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|
Sovran Advisors, LLC
|
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|
Bessemer Group Inc
|
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|
Allegiance Financial Group Advisory Services LLC
|
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|
Harbor Asset Planning, Inc.
|
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|
Landing Point Financial Group, LLC
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|
NWF Advisory Services Inc.
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Watts Gwilliam & Co., LLC
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|
Everest Management Corp.
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Victory Capital Management Inc
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SYM FINANCIAL Corp
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Hemington Wealth Management
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Ewa, Llc
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Park National Corp /oh/
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Focus Financial Network, Inc.
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Koss-Olinger Consulting, LLC
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Graypoint LLC
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Cahill Financial Advisors Inc
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Onyx Bridge Wealth Group LLC
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Nicholas Hoffman & Company, LLC.
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Ameriprise Financial Inc
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Mcmorgan & Co Llc
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Armstrong, Fleming & Moore, Inc
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American Investment Services, Inc.
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Versant Capital Management, Inc
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REDW Wealth LLC
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Bowman & Co S.C.
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Fifth Third Bancorp
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WealthTrak Capital Management LLC
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Greenup Street Wealth Management Llc
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Tactive Advisors, LLC
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SigFig Wealth Management, LLC
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Seven Mile Advisory
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Perennial Investment Advisors, LLC
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Krs Capital Management, Llc
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Enzi Wealth
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BluePointe Capital Management, LLC
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Cerity Partners LLC
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Colorado Capital Management, Inc.
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Private Wealth Advisors, LLC
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Advisors Capital Management, LLC
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AdvisorNet Financial, Inc
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Level Wealth Management LLC
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Wealthspire Advisors, LLC
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HCR Wealth Advisors
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Axim Planning & Wealth
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Sage Mountain Advisors LLC
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Tilson Financial Group, Inc.
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Northeast Financial Consultants Inc
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Dynasty Wealth Management, Llc
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Crestwood Advisors Group LLC
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Barnes Wealth Management Group, Inc
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M. Kraus & Co
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PACK Private Wealth, LLC
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Horst & Graben Wealth Management LLC
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Concorde Asset Management, LLC
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GPS Wealth Strategies Group, LLC
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Quadrant Private Wealth Management, LLC
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Prasad Wealth Partners, LLC
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Builder Investment Group Inc /adv
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Tme Financial, Inc.
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Alpine Bank Wealth Management
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Laurel Wealth Advisors LLC
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Raleigh Capital Management Inc.
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Colonial Trust Advisors
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Northwest Financial Advisors
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Sonata Capital Group Inc
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Vestor Capital, Llc
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Atlantic Edge Private Wealth Management, LLC
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Fortitude Advisory Group L.L.C.
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5T Wealth, LLC
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Park Place Capital Corp
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Fairway Wealth LLC
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Sandbox Financial Partners, LLC
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Pathway Financial Advisors LLC
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Gerber Kawasaki Wealth & Investment Management
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49 Wealth Management, Llc
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Horizons Wealth Management
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Pensionmark Financial Group, Llc
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Geometric Wealth Advisors
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Diversify Wealth Management, Llc
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Allworth Financial LP
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We Are One Seven, LLC
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Gray Private Wealth, LLC
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Lakeshore Financial Planning, Inc.
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Founders Financial Alliance, LLC
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Financial Gravity Companies, Inc.
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Main Street Group, LTD
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Mountain Capital Investment Advisors, Inc
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Rossby Financial, LCC
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Great Point Wealth Advisors, LLC
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Venture Visionary Partners LLC
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Legacy Financial Strategies, LLC
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High Net Worth Advisory Group LLC
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Pnc Financial Services Group, Inc.
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Cornerstone Wealth Advisors, Inc.
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Sterling Financial Planning, Inc.
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Towerpoint Wealth, LLC
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Embree Financial Group
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Synergy Investment Management, LLC
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Eqis Capital Management, Inc.
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StoneX Group Inc.
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Reyes Financial Architecture, Inc.
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Fmr Llc
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Fulton Bank, N.a.
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|
Bank of New Hampshire
|
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|
Tandem Capital Management Corp /adv
|
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United Capital Financial Advisers, Llc
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Avenue 1 Advisors, LLC
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Centennial Bank/AR/
|
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Accretive Wealth Partners, LLC
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Lazard Asset Management Llc
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Financial Engines Advisors L.L.C.
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Kirtland Hills Capital Management, Llc
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Evolution Wealth Management Inc.
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Exchange Capital Management, Inc.
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Smith Chas P & Associates Pa Cpas
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Investors Research Corp
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|
Mercer Global Advisors Inc /adv
|
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|
Ellenbecker Investment Group
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Menard Financial Group LLC
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Strategic Financial Concepts, LLC
|
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|
Cranbrook Wealth Management, LLC
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|
Consilio Wealth Advisors, Llc
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|
Operose Advisors LLC
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Lee-Kelleher Wealth Management
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Front Row Advisors LLC
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Stony Point Wealth Management Inc.
|
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|
Hancock Whitney Corp
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FLP Wealth Management, LLC
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Trilogy Capital Inc.
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|
North Forty Two & Co.
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Emerald Investment Partners, Llc
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Palisades Hudson Asset Management, L.P.
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DiMeo Schneider & Associates, L.L.C.
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Prosperity Planning, Inc.
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Sage Financial Management Group, Inc.
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Winthrop Advisory Group LLC
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Barnes Pettey Financial Advisors, Llc
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Lighthouse Financial LLC
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Opinicus Capital, Inc.
|
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|
Headlands Technologies LLC
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ShoreHaven Wealth Partners, LLC
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|
Rsm Us Wealth Management Llc
|
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|
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|
Valtinson Bruner Financial Planning LLC
|
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|
|
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Valued Wealth Advisors LLC
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|
First Bank & Trust
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|
Sovereign Financial Group, Inc.
|
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|
Investment Partners, Ltd.
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SlateStone Wealth, LLC
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Choate Investment Advisors
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Equitable Holdings, Inc.
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|
Blair William & Co/il
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Gemmer Asset Management LLC
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|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Polianta Ltd
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Envestnet Asset Management Inc
|
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|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
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|
Clear Creek Financial Management, LLC
|
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|
Breakwater Capital Group
|
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|
Stablepoint Partners, LLC
|
|
|
|
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|
Ballentine Partners, LLC
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GDS Wealth Management
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|
Probity Advisors, Inc.
|
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|
Vantage Financial Partners, LLC
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Formidable Asset Management, LLC
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Farmers & Merchants Investments Inc
|
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|
UMA Financial Services, Inc.
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Fifth Third Wealth Advisors LLC
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|
Chevy Chase Trust Holdings, Inc.
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|
Washington Trust Advisors, Inc.
|
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|
Susquehanna International Group, Llp
|
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Clarendon Private LLC
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|
Conning Inc.
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|
Copley Financial Group, Inc.
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|
Timonier Family Office, LTD.
|
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|
Pacific Sun Financial Corp
|
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|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
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|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Foundation Wealth Management, LLC
|
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|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
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|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
|
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|
Eaton-Cambridge Inc.
|
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
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|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
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|
Eq Llc
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|
Carret Asset Management, Llc
|
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|
Longview Financial Advisors, Inc.
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|
Wealthspan Partners, Llc
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|
National Asset Management, Inc.
|
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|
Aspire Private Capital, LLC
|
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|
Guidance Capital, Inc
|
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|
|
TPG Advisors LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Watershed Private Wealth Llc
|
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|
|
|
|
Creekmur Asset Management LLC
|
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|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Barings Llc
|
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|
Beaird Harris Wealth Management, LLC
|
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|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
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|
Little House Capital Llc
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|
Pacific Financial Group Inc
|
|
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|
|
Rik Saylor Financial, Inc.
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Portland Financial Advisors Inc
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Objective Capital Management, LLC
|
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|
|
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|
Interchange Capital Partners, LLC
|
|
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|
Calton & Associates, Inc.
|
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|
|
|
Trust Point Inc.
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
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|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
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|
Sendero Wealth Management, LLC
|
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|
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|
Patriot Investment Management Inc.
|
|
|
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|
Beese Fulmer Investment Management, Inc.
|
|
|
|
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|
Blue Edge Capital, LLC
|
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|
|
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|
Oxler Private Wealth LLC
|
|
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|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
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|
Oak Wealth Advisors LLC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Hilltop Wealth Advisors, Llc
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
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|
South Plains Financial, Inc.
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Klaas Financial Asset Advisors, LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
BCU Wealth Advisors, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Regimen Wealth, Llc
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
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|
Novare Capital Management Llc
|
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|
OneAscent Financial Services LLC
|
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|
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|
North Capital, Inc.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
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|
AMG National Trust Bank
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
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|
Hm Payson & Co
|
|
|
|
|
|
Moneywise, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I
|
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Burke & Herbert Bank & Trust Co
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MGB Wealth Management, LLC
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Petix & Botte Co
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Scotia Capital Inc.
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Compass Financial Services Inc
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Assetmark, Inc
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CFS Investment Advisory Services, LLC
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Core Wealth Management, Inc.
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Chemistry Wealth Management LLC
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Hoxton Planning & Management, LLC
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Wealthcare Advisory Partners LLC
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Vaughan David Investments Inc/il
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Independent Wealth Network Inc.
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Wbh Advisory Inc
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Swmg, Llc
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Consolidated Planning Corp
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Kmg Fiduciary Partners, Llc
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Insight Wealth Strategies, LLC
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Capital Advisors, Ltd. LLC
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Partners in Financial Planning
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Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
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Sageworth Trust Co
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Global Assets Advisory, LLC
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Crux Wealth Advisors
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Facet Wealth, Inc.
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Bank Of Hawaii
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JB Capital LLC
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Michels Family Financial, LLC
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Brown Advisory Inc
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Sierra Capital LLC
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Flagship Wealth Advisors, Llc
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GAMMA Investing LLC
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Financial Insights, Inc.
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Peapack Gladstone Financial Corp
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Copia Wealth Management
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Goelzer Investment Management, Inc.
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1776 Wealth LLC
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Verum Partners LLC
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Great Lakes Retirement, Inc.
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Northern Oak Wealth Management Inc
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Wealthstar Advisors, Llc
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Noble Wealth Management PBC
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CPR Investments Inc.
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Freestone Capital Holdings, LLC
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F
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Secure Asset Management, LLC
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Us Bancorp \de\
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Arete Wealth Advisors, LLC
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Callan Capital, LLC
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Quantinno Capital Management LP
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Garrison Bradford & Associates Inc
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Mission Wealth Management, Lp
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W Advisors, Llc
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Brookwood Investment Group LLC
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Hidden Cove Wealth Management, LLC
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Morris Financial Concepts, Inc.
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Kovitz Investment Group Partners, LLC
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Redwood Investment Management, Llc
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Disciplined Investments, LLC
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Financial Advisory Service, Inc.
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Capital Group Private Client Services, Inc.
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Raab & Moskowitz Asset Management LLC
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O'Connor Financial Group LLC
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Arcadia Investment Management Corp/mi
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Stokes Family Office, LLC
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Colony Group, LLC
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CVA Family Office, LLC
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Investment Research & Advisory Group, Inc.
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Signature Estate & Investment Advisors Llc
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Family Management Corp
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Capital Square, LLC
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NorthStar Asset Management LLC /NJ/
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Green Harvest Asset Management LLC
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Harbor Investment Advisory, Llc
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LMG Wealth Partners, LLC
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Wolff Wiese Magana Llc
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Lion Street Advisors, LLC
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Congress Wealth Management LLC / DE /
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Pinnacle Financial Partners Inc
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Brand Asset Management Group, Inc.
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Genesis Wealth Advisors, LLC
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Cetera Investment Advisers
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Evolution Wealth Advisors, LLC
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Evergreen Capital Management Llc
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Advocacy Wealth Management Services, LLC
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Wedmont Private Capital
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Cornerstone Planning, LLC
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Insigneo Advisory Services, Llc
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Madrona Financial Services, LLC
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Helen Stephens Group, LLC
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Plante Moran Financial Advisors, LLC
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Dentgroup LLC
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CoreFirst Bank & Trust
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Raymond James Financial Inc
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Chesley Taft & Associates LLC
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Cheviot Value Management, LLC
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Mainstay Capital Management Llc /adv
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Rockefeller Capital Management L.P.
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MBA Advisors LLC
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BKD Wealth Advisors, LLC
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Advisory Alpha, LLC
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Centricity Wealth Management, LLC
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Hopwood Financial Services, Inc.
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Quest 10 Wealth Builders, Inc.
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Td Private Client Wealth Llc
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Flow Traders U.s. Llc
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Toth Financial Advisory Corp
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Summit Financial, LLC
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IFG Advisory, LLC
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Intergy Private Wealth, LLC
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Kelly Financial Services LLC
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HBK Sorce Advisory LLC
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Renasant Bank
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Investment Partners Asset Management, Inc.
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PAX Financial Group, LLC
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Financially Speaking Inc
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Rockbridge Investment Management, LCC
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Institute for Wealth Management, LLC.
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WNY Asset Management, LLC
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SOL Capital Management CO
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Droms Strauss Advisors Inc /mo/ /adv
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Summit Wealth Group Llc / Co
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Allen Capital Group, LLC
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Partners Wealth Management, Llc
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Delta Financial Group, Inc.
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Qrg Capital Management, Inc.
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Avantax Advisory Services, Inc.
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LifePlan Investment Advisors, Inc.
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Mattern Capital Management, Llc
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Centaurus Financial, Inc.
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Sigma Planning Corp
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Winthrop Capital Management, LLC
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Patton Albertson Miller Group, Llc
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Dakota Wealth Management
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Manning & Napier Advisors Llc
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BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Black Swift Group, LLC
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Alpha Cubed Investments, LLC
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Indiana Trust & Investment Management CO
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Gallacher Capital Management LLC
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Level Four Advisory Services, Llc
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TCTC Holdings, LLC
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Greenleaf Trust
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GoalVest Advisory LLC
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Whitcomb & Hess, Inc.
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Laurel Wealth Planning LLC
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IFC Advisors LLC
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares
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Curio Wealth, Llc
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Arcadia Investment Advisors Llc
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Single Point Partners, LLC
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Kovack Advisors, Inc.
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SJA Financial Advisory, LLC
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Narwhal Capital Management
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Fisher Asset Management, LLC
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Riverbend Wealth Management, LLC
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Dana Investment Advisors, Inc.
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Financial Advocates Investment Management
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Bank Of Stockton
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Tidemark, LLC
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Golden State Wealth Management, LLC
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Arcadia Wealth Management, LLC
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Azimuth Capital Investment Management LLC
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Tower Research Capital LLC (TRC)
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SNS Financial Group, LLC
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United Asset Strategies, Inc.
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King Luther Capital Management Corp
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Premier Path Wealth Partners, LLC
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Zions Bancorporation, National Association /ut/
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Orion Portfolio Solutions, LLC
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Fusion Capital, LLC
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Windsor Advisory Group, LLC
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Oak Harvest Investment Services
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Fiduciary Trust Co
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Signature Wealth Management Partners, LLC
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Fortis Advisors, LLC
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Glenview Trust Co
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Forefront Analytics, LLC
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Bnp Paribas Arbitrage, Sa
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Verdence Capital Advisors LLC
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Guardian Wealth Advisors, Llc / Nc
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CIBC Private Wealth Group, LLC
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Curtis Advisory Group, LLC
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Townsend Asset Management Corp /nc/ /adv
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Gwn Securities Inc.
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Balboa Wealth Partners
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Kaydan Wealth Management, Inc.
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Lee Financial Co
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Matthew Goff Investment Advisor, LLC
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Perfromance Wealth Partners, LLC
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Wealthstream Advisors, Inc.
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First Merchants Corp
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Fountainhead AM, LLC
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Simplicity Wealth,LLC
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Zhang Financial LLC
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Tfo-tdc, Llc
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Waters Parkerson & Co., Llc
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Baird Financial Group, Inc.
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Navis Wealth Advisors, LLC
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Guyasuta Investment Advisors Inc
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Southern Capital Advisors, Llc
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Newbridge Financial Services Group, Inc.
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Planning Center, Inc.
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Transcendent Capital Group LLC
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Texas Capital Bank Wealth Management Services Inc
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Bailard, Inc.
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Allspring Global Investments Holdings, LLC
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Strategic Family Wealth Counselors, L.L.C.
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Integrated Capital Management, LLC
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Market Street Wealth Management Advisors Llc
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MA Private Wealth
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Manufacturers Life Insurance Company, The
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Cliftonlarsonallen Wealth Advisors, Llc
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Absolute Capital Management, LLC
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Jaffetilchin Investment Partners, LLC
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Oarsman Capital, Inc.
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Lloyd Advisory Services, LLC.
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Canandaigua National Bank & Trust Co
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Iron Horse Wealth Management, LLC
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Cosner Financial Group, LLC
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ORG Wealth Partners, LLC
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Keybank National Association/oh
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Eldridge Investment Advisors, Inc.
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TCG Advisory Services, LLC
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Acas, Llc
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American Trust
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Phillips Financial Management, Llc
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Citizens Financial Group Inc/ri
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ETF Portfolio Partners, Inc.
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AlTi Global, Inc.
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Wescott Financial Advisory Group, LLC
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Nicolet Advisory Services, Llc
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D. E. Shaw & Co., Inc.
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Montecito Bank & Trust
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Buckingham Strategic Partners
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AE Wealth Management LLC
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Precedent Wealth Partners, Llc
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Hudson Valley Investment Advisors Inc /adv
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Basso Capital Management, L.p.
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Sage Financial Group Inc
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Schoolcraft Capital LLC
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Essex Financial Services, Inc.
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Trexquant Investment LP
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Heritage Wealth Advisors
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Chancellor Financial Group WB LP
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Intrust Bank Na
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CAPROCK Group, Inc.
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Van Hulzen Asset Management, LLC
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REAP Financial Group, LLC
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Seascape Capital Management
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Founders Financial Securities Llc
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|
United Services Automobile Association
|
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|
TD Waterhouse Canada Inc.
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|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
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|
Milestone Investment Advisors LLC
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|
Tripletail Wealth Management, LLC
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Cynosure Management, Llc
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Catalina Capital Group, LLC
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Nottingham Advisors, Inc.
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|
Tyler-Stone Wealth Management
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Apollon Wealth Management, LLC
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Acorn Financial Advisory Services Inc /adv
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|
Cambria Investment Management, L.P.
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Gen-Wealth Partners Inc
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Ascension Capital Advisors, Inc.
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Strategic Point Investment Advisors, LLC
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|
Croban
|
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|
Catalytic Wealth RIA, LLC
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
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|
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|
Colonial Trust Co / SC
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Center for Financial Planning, Inc.
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|
Magnus Financial Group LLC
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Wealth Watch Advisors, INC
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Spectrum Wealth Counsel, LLC
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Journey Advisory Group, LLC
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MKT Advisors LLC
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GEN Financial Management, INC.
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|
Matrix Private Capital Group Llc
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TFB Advisors LLC
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Walled Lake Planning & Wealth Management, Llc
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|
Midwest Financial Group LLC
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KKM Financial LLC
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Element Pointe Advisors, Llc
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|
Ascent Group, LLC
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Rhumbline Advisers
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|
Pittenger & Anderson Inc
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|
Archer Investment Corp
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Tyche Wealth Partners LLC
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PKS Advisory Services, LLC
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|
Community Bank, N.A.
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Signal Advisors Wealth, LLC
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|
Childress Capital Advisors, Llc
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|
Zuckerman Investment Group, LLC
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|
Stephen J. Garry & Associates, Llc
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|
Pin Oak Investment Advisors Inc
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|
JustInvest LLC
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Mutual Advisors, LLC
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Avondale Wealth Management
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|
Conservest Capital Advisors, Inc.
|
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|
Retirement Wealth Solutions LLC
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|
Worth Financial Advisory Group, LLC
|
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Culbertson A N & Co Inc
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Parthenon Llc
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Mesirow Financial Investment Management, Inc.
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Palisade Asset Management, LLC
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McDonough Capital Management, Inc
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Hubbell Strickland Wealth Management, LLC
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Swp Financial Llc
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Koshinski Asset Management, Inc.
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Ullmann Financial Group, Inc.
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Bouvel Investment Partners, LLC
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Garden State Investment Advisory Services LLC
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White Pine Capital Llc
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McGlone Suttner Wealth Management, Inc.
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Steel Peak Wealth Management LLC
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Salomon & Ludwin, LLC
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Kraft, Davis & Associates, LLC
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Ballast Advisors Llc
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Life Line Wealth Management Llc
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Ryan Investment Management, Inc.
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Shelton Wealth Management, Llc
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Tiaa Trust, National Association
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Principle Wealth Partners Llc
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Summit Trail Advisors, Llc
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FORM Wealth Advisors, LLC
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Montag A & Associates Inc
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Dynamic Financial Group
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United Advisor Group, LLC
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KWB Wealth
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Quintet Private Bank (Europe) S.A.
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Sentinus, LLC
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McKinley Carter Wealth Services, Inc.
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Bluesphere Advisors, LLC
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Professional Financial Advisors, LLC
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Drive Wealth Management, Llc
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Howard Wealth Management, Llc
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WealthPLAN Partners, LLC
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Cullen/frost Bankers, Inc.
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Blue Chip Partners, Inc.
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Wick Capital Partners, LLC
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Everhart Financial Group, Inc.
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Western Wealth Management, LLC
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Stewardship Advisors, LLC
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Marcum Wealth, LLC
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Lido Advisors, LLC
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Gallagher Fiduciary Advisors, LLC
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EP Wealth Advisors, Inc.
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Truefg, Llc
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Greykasell Wealth Strategies, Inc.
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Monticello Wealth Management, Llc
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Axis Wealth Partners, LLC
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Blue Bell Private Wealth Management, Llc
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Integrated Wealth Concepts LLC
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Avestar Capital, LLC
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Keebeck Wealth Management, LLC
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Brown, Lisle/cummings, Inc.
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Benjamin Edwards Inc
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Lockerman Financial Group, Inc.
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Aqr Capital Management Llc
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Whittier Trust Co
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HHM Wealth Advisors, LLC
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Stegner Investment Associates Inc.
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Brighton Jones Llc
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Sowell Financial Services LLC
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David J Yvars Group
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West Wealth Group, LLC
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Capstone Financial Advisors, Inc.
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Janney Montgomery Scott LLC
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Hutchens & Kramer Investment Management Group, LLC
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WT Wealth Management
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Warren Averett Asset Management, LLC
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Charles Schwab Investment Management Inc
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Sprinkle Financial Consultants LLC
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Fedenia Advisers LLC
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Alerus Financial Na
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Prospera Financial Services Inc
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CX Institutional
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Berkshire Money Management, Inc.
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Sfmg, Llc
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Comerica Bank
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Power Wealth Management Llc
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Ritter Daniher Financial Advisory LLC / DE
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Blue Zone Wealth Advisors, LLC
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Abound Wealth Management
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Strategic Equity Management
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Beacon Financial Advisory LLC
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Game Plan Financial Advisors, LLC
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Liberty Wealth Management Llc
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S&co Inc
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Old Second National Bank Of Aurora
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Mma Asset Management Llc
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Kavar Capital Partners Group, Llc
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Western Financial Corp/CA
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New World Advisors LLC
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Leslie Global Wealth, LLC
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High Falls Advisors, Inc
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Aspiriant, Llc
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Geneva Partners, LLC
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Blankinship & Foster, LLC
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Hartland & Co., LLC
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Evoke Wealth, Llc
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CENTRAL TRUST Co
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Financial Management Network Inc
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Wiley Bros.-aintree Capital, Llc
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Angeles Wealth Management, Llc
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Adviser Investments LLC
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EPG Wealth Management LLC
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Compton Wealth Advisory Group, LLC
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Ritholtz Wealth Management
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Garrett Investment Advisors LLC
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Manchester Capital Management LLC
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Crew Capital Management, Ltd.
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Harel Insurance Investments & Financial Services Ltd.
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RiverFront Investment Group, LLC
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Shira Ridge Wealth Management
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Foundations Investment Advisors, LLC
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Highland Capital Management, Llc
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Nemes Rush Group LLC
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Pullen Investment Management, LLC
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Calamos Advisors LLC
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Trail Ridge Investment Advisors, LLC
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Rosenberg Matthew Hamilton
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BOK Financial Private Wealth, Inc.
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Vident Advisory, LLC
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LaSalle St. Investment Advisors, LLC
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Davis Capital Management
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Resurgent Financial Advisors LLC
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Pinnacle Financial Group, LLC / IL
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Middleton & Co Inc/ma
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First Citizens Financial Corp
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GeoWealth Management, LLC
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Brandywine Oak Private Wealth Llc
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Halbert Hargrove Global Advisors, Llc
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Stordahl Capital Management, Inc.
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Pinnacle Wealth Planning Services, Inc.
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Allred Capital Management, LLC
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Montz Harcus Wealth Management LLC
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Total Clarity Wealth Management, Inc.
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Peoples Bank /oh
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Frazier Financial Advisors, LLC
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Adirondack Trust Co
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Gladstone Institutional Advisory LLC
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Reynders McVeigh Capital Management, LLC
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BKM Wealth Management, LLC
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Blue Investment Partners LLC
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Advisor Group Holdings, Inc.
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Grove Bank & Trust
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Beacon Investment Advisors Llc
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BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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M3 Advisory Group, LLC
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Edgemoor Investment Advisors, Inc.
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Wsfs Capital Management, Llc
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Stonegate Investment Group, LLC
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Venturi Wealth Management, LLC
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Tarbox Family Office, Inc.
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Family Wealth Group, LLC
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KPP Advisory Services LLC
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Investor's Fiduciary Advisor Network, LLC
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Bfsg, Llc
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Integrity Alliance, Llc.
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Pinnacle Family Advisors, LLC
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Webster Bank, N. A.
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First Hawaiian Bank
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Heck Capital Advisors, LLC
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Trust Co Of Vermont
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Breed's Hill Capital LLC
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Fundamentun, Llc
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Grandfield & Dodd, Llc
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American Financial Advisors, LLC
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Full Sail Capital, LLC
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First PREMIER Bank
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ORBA Wealth Advisors, L.L.C.
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Chapin Davis, Inc.
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Capital Investment Advisory Services, LLC
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Diversified Trust Co
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Tradition Wealth Management, LLC
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World Equity Group, Inc.
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Gradient Investments LLC
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Persium Advisors, LLC
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Higgins & Schmidt Wealth Strategies LLC
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SwitchPoint Financial Planning, LLC
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Kohmann Bosshard Financial Services, LLC
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Integris Wealth Management, LLC
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Summit Asset Management, LLC
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Ameriflex Group, Inc.
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Cahaba Wealth Management, Inc.
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Soltis Investment Advisors LLC
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Ethos Financial Group, LLC
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Capital Planning Advisors, LLC
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Oregon Pacific Wealth Management, LLC
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D'Orazio & Associates, Inc.
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Riversedge Advisors, Llc
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Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
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Avid Wealth Partners LLC
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Friday Financial
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DB Fitzpatrick & Co, Inc
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1 North Wealth Services Llc
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Evercore Wealth Management, LLC
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Anchor Investment Management, LLC
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First County Bank /CT/
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Harbour Investments, Inc.
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Ignite Planners, LLC
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Semus Wealth Partners LLC
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St. Clair Advisors, LLC
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Quent Capital, LLC
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Berger Financial Group, Inc
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Twin Peaks Wealth Advisors, LLC
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Corrigan Financial, Inc.
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Evergreen Private Wealth LLC
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Vestmark Advisory Solutions, Inc.
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Accelerate Investment Advisors LLC
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Moneta Group Investment Advisors Llc
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Tableaux Llc
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Charter Oak Capital Management, LLC
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Kennicott Capital Management Llc
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McAdam, LLC
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Gables Capital Management Inc.
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SilverOak Wealth Management LLC
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SOUTH STATE Corp
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Mid-American Wealth Advisory Group, Inc.
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Equitable Trust Co
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RMB Capital Management, LLC
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Albion Financial Group /ut
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Bay Harbor Wealth Management, LLC
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Keystone Financial Services
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Firethorn Wealth Partners, Llc
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Fortis Capital Advisors, LLC
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C2C Wealth Management, LLC
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Crewe Advisors LLC
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Encompass Wealth Advisors, Llc
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Mariner, LLC
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FSC Wealth Advisors, LLC
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Transce3nd, LLC
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Argent Trust Co
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Plan Group Financial, LLC
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Hazlett, Burt & Watson, Inc.
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Farmers & Merchants Trust Co of Long Beach
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Howard Financial Services, Ltd.
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Cornerstone Wealth Group, LLC
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Beacon Pointe Advisors, LLC
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Foster Dykema Cabot & Partners, Llc
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ORG Partners LLC
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Gillespie Robinson & Grimm Inc
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Fidelis Capital Partners, LLC
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Becker Capital Management Inc
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Relyea Zuckerberg Hanson LLC
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Jane Street Group, Llc
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Confluence Wealth Services, Inc.
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Diversified Enterprises, LLC
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IHT Wealth Management, LLC
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Nbt Bank N A /ny
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Savant Capital, LLC
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Balance Wealth, LLC
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First Trust Advisors Lp
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Fulcrum Equity Management
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Wesbanco Bank Inc
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Herold Advisors, Inc.
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Burney Co/
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Lakeridge Wealth Management LLC
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Canopy Partners, LLC
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Sax Wealth Advisors, Llc
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MJT & Associates Financial Advisory Group, Inc.
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Putnam Fl Investment Management Co
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Tranquility Partners, LLC
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Guardian Wealth Advisors, LLC
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Archford Capital Strategies, LLC
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Willner & Heller, Llc
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Change Path, LLC
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Black Cypress Capital Management, LLC
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Bbr Partners, Llc
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First National Bank of Mount Dora, Trust Investment Services
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Jones Financial Companies Lllp
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Carl P. Sherr & Co., LLC
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Prudential Financial Inc
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Ifrah Financial Services, Inc.
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LVZ Advisors, Inc.
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Robertson Stephens Wealth Management, LLC
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Ausdal Financial Partners, Inc.
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Duncan Williams Asset Management, LLC
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Meeder Advisory Services, Inc.
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SAM Advisors, LLC
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Clarity Capital Advisors, LLC
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Castle Wealth Management Llc
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Leonard Rickey Investment Advisors P.L.L.C.
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Northwest Bancshares, Inc.
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Envestnet Portfolio Solutions, Inc.
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Investment Advisory Group, LLC
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Blackston Financial Advisory Group, LLC
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TSA Wealth Managment LLC
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Ccg Wealth Management, Llc
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Gries Financial Llc
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Stratos Wealth Partners, LTD.
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Fairvoy Private Wealth, LLC
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LJI Wealth Management, LLC
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Able Wealth Management LLC
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Trust Co Of Toledo Na /oh/
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Capital Investment Counsel, Inc
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Rehmann Capital Advisory Group
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Asset Allocation Strategies LLC
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Barr E S & Co
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Shepherd Kaplan Krochuk, Llc
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Voisard Asset Management Group, Inc.
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NorthLanding Financial Partners, LLC
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Eastern Bank
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Oxinas Partners Wealth Management LLC
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VSM Wealth Advisory, LLC
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Farther Finance Advisors, LLC
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Jim Saulnier & Associates, Llc
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Carbahal Olsen Financial Services Group, LLC
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Columbia River Financial Group, LLC
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Peterson Wealth Advisors, LLC
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Cobler Capital Management, LLC
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Proathlete Wealth Management Llc
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HB Wealth Management, LLC
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Park Square Financial Group, LLC
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Stockman Wealth Management, Inc.
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MWA Asset Management
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Fiduciary Alliance LLC
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Calamos Wealth Management LLC
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Bank of Jackson Hole Trust
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Morgan Stanley
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Chicago Capital, LLC
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Siligmueller & Norvid Wealth Advisors LLC
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Creative Capital Management Investments LLC
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One Wealth Capital Management, Llc
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Buck Wealth Strategies, LLC
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Helium Advisors LLC
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Davidson Trust Co
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Gutierrez Wealth Advisory, LLC
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Regions Financial Corp
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BOS Asset Management, LLC
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Marshall & Sterling Wealth Advisors Inc.
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Florida Financial Advisors, Llc
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Harbor Group, Inc.
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SkyOak Wealth, LLC
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Cardinal Strategic Wealth Guidance
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Horizon Wealth Management, LLC
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Novem Group
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Red Tortoise LLC
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Exencial Wealth Advisors, Llc
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Morris Retirement Advisors, LLC
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DiNuzzo Private Wealth, Inc.
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BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Leigh Baldwin & Co., Llc
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Davis R M Inc
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JSF Financial, LLC
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Skopos Labs, Inc.
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Qube Research & Technologies Ltd
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Capital Performance Advisors Llp
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Mv Capital Management, Inc.
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Henrickson Nauta Wealth Advisors, Inc.
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PSI Advisors, LLC
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Capital Advisors Wealth Management, LLC
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CoreCap Advisors, LLC
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Novus Advisors, Llc
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Ogorek Anthony Joseph /ny/ /adv
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Goldstein Advisors, LLC
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Klingman & Associates, LLC
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Addison Advisors LLC
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First Citizens Bank & Trust Co
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Caliber Wealth Management, LLC / KS
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Centric Wealth Management
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First Financial Bank - Trust Division
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Security Financial Services, INC.
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Beacon Financial Group
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Melfa Wealth Management, Llc
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Spire Wealth Management
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Monetary Management Group Inc
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Kickstand Ventures, Llc.
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Wedbush Securities Inc
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MN Wealth Advisors, LLC
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McHugh Group, LLC
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B.O.S.S. Retirement Advisors, LLC
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BCS Wealth Management
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Turtle Creek Wealth Advisors, LLC
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Wealth Preservation Advisors, LLC
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Fort Point Capital Partners LLC
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Two West Capital Advisors LLC
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Harvey Capital Management Inc
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Umb Bank N A/mo
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United Bank
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Bartlett & Co. Wealth Management Llc
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Anchor Pointe Wealth Management, LLC
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Newman Dignan & Sheerar, Inc.
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Pacifica Partners Inc.
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North Berkeley Wealth Management, LLC
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Net Worth Advisory Group
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Belpointe Asset Management LLC
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Bank Of America Corp /de/
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Running Point Capital Advisors, LLC
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Lowe Brockenbrough & Co Inc
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Kingsview Wealth Management, LLC
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FIL Ltd
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Private Trust Co Na
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Hobbs Wealth Management, LLC
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Collier Financial
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JNBA Financial Advisors
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Oakworth Capital, Inc.
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Oxford Financial Group Ltd
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Ai Financial Services Llc
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Stiles Financial Services Inc
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Powell Investment Advisors, LLC
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Norden Group Llc
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Insight Inv LLC
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Verus Wealth Management, Llc
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Sound Income Strategies, LLC
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Roxbury Financial LLC
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Schneider Downs Wealth Management Advisors, LP
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Acropolis Investment Management, LLC
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Madison Wealth Partners, Inc
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Parkside Financial Bank & Trust
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Coastal Investment Advisors, Inc.
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Hicks Capital Management Llc
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Baron Silver Stevens Financial Advisors, Llc
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Dunhill Financial, LLC
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Bogart Wealth, LLC
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Sterling Investment Advisors Llc /adv
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Coyle Financial Counsel LLC
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Kapstone Financial Advisors LLC
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Keystone Financial Group
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Foster Victor Wealth Advisors, LLC
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All Terrain Financial Advisors, LLC
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IFG Advisors, LLC
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Covenant Partners, LLC
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Smithfield Trust Co
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Bradley Foster & Sargent Inc/ct
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Elevated Capital Advisors, LLC
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G2 Capital Management, Llc / Oh
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Grey Fox Wealth Advisors, LLC
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Flaharty Asset Management, LLC
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JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
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Fermata Advisors, LLC
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Kestra Private Wealth Services, Llc
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CWS Financial Advisors, LLC
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Hilltop Holdings Inc.
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Woodmont Investment Counsel Llc
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Amarillo National Bank
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Oppenheimer Asset Management Inc.
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Northern Trust Corp
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Sei Investments Co
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Parsons Capital Management Inc/ri
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Smith, Moore & Co.
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Pictet North America Advisors SA
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Atomi Financial Group, Inc.
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Capital Advantage, Inc.
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Burkett Financial Services, Llc
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Cfm Wealth Partners Llc
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Diversified Portfolios, Inc.
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Enclave Advisors LLC
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Shearwater Capital LLC
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SOA Wealth Advisors, LLC.
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Old Port Advisors
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Midwest Trust Co
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Larson Financial Group LLC
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FSR Wealth Management Ltd.
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Actinver Wealth Management, Inc.
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Wealthcare Capital Management Llc
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Dumont & Blake Investment Advisors Llc
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Fairview Capital Investment Management, Llc
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Royal Bank Of Canada
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Pacific Point Advisors, LLC
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St Germain D J Co Inc
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Investment Management Corp /va/ /adv
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Impact Capital Partners LLC
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Charles Schwab Trust Co
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Snowden Capital Advisors LLC
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Evanson Asset Management, LLC
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Cassaday & Co Wealth Management LLC
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Murphy & Mullick Capital Management Corp
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Planning Alternatives Ltd /adv
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Modera Wealth Management, LLC
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Mathes Company, Inc.
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Providence Capital Advisors, LLC
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Sofi Wealth, Llc
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IAG Wealth Partners, LLC
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LifeSteps Financial, Inc.
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IFP Advisors, Inc
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Sargent Investment Group, LLC
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Empowered Funds, LLC
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GenTrust, LLC
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One Wealth Management Investment & Advisory Services, LLC
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Heritage Financial Services, LLC
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Sonora Investment Management Group, LLC
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Elios Financial Group Inc.
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Mason & Associates, LLC
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Buska Wealth Management, LLC
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Sunbelt Securities, Inc.
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GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
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BlackRock, Inc.
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Trust Co of the South
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Chicago Partners Investment Group LLC
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Summit Wealth Group, LLC
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Canvas Wealth Advisors, LLC
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Segment Wealth Management, LLC
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Glass Jacobson Investment Advisors llc
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Ameritas Investment Partners, Inc.
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Rise Advisors, LLC
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Brio Consultants, LLC
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Captrust Financial Advisors
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Cornerstone Wealth Management, LLC
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Brown Wealth Management, Llc
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Sharp Financial Services, LLC
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AlphaStar Capital Management, LLC
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Bearing Point Capital, Llc
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Alesco Advisors Llc
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Sandy Spring Bank
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Lbmc Investment Advisors, Llc
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O'shaughnessy Asset Management, Llc
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JFG Wealth Management, LLC
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Ffg Retirement Advisors Llc
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Visionary Wealth Advisors
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NewSquare Capital LLC
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Genesee Capital Advisors, LLC
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Seacrest Wealth Management, Llc
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Oldfather Financial Services, LLC
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Detalus Advisors, LLC
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Regatta Capital Group, Llc
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DecisionPoint Financial, LLC
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Paulson Wealth Management Inc.
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C M Bidwell & Associates Ltd
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Financial Advisors Network, Inc.
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BancorpSouth Bank
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Talisman Wealth Advisors LLC
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Moloney Securities Asset Management, LLC
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Portland Global Advisors LLC
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Bulwark Capital Corp
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Triad Wealth Partners, LLC
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OMNI 360 Wealth, Inc.
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Saxon Interests, Inc.
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ADG Wealth Management Group, LLC
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Argentarii, LLC
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Total Wealth Planning, Llc
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Wood Tarver Financial Group, LLC
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Eclectic Associates Inc /adv
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waypoint wealth counsel
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Graney & King, LLC
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GM Advisory Group, Inc.
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Westmount Partners, LLC
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Private Advisor Group, LLC
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Independent Advisor Alliance
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Archetype Wealth Partners
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Garrison Point Advisors, Llc
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Vantage Point Financial LLC
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Paladin Advisory Group, LLC
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|
Awm Capital, Llc
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Dynamic Advisor Solutions LLC
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|
Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
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Lantz Financial LLC
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J.w. Cole Advisors, Inc.
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Everpar Advisors Llc
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Private Wealth Management Group, LLC
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|
Huntington National Bank
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|
Morton Brown Family Wealth, LLC
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|
Beacon Capital Management, LLC
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Bank OZK
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Mount Yale Investment Advisors, LLC
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Financial Connections Group, Inc.
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D.a. Davidson & Co.
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Bensler, LLC
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Platform Technology Partners
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Unique Wealth, Llc
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Valmark Advisers, Inc.
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Columbus Macro, LLC
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Aurora Private Wealth, Inc.
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Clark Financial Services Group Inc /bd
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Trust Co Of Virginia /va
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17 Capital Partners, Llc
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Inspire Advisors, LLC
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CarsonAllaria Wealth Management, Ltd.
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Forum Financial Management, LP
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West Paces Advisors Inc.
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Cornerstone Advisory, LLC
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Bleakley Financial Group, LLC
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SeaBridge Investment Advisors LLC
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Klingenstein Fields & Co Lp
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|
WealthPlan Investment Management, LLC
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Mallini Complete Financial Planning LLC
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Money Concepts Capital Corp
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Yukon Wealth Management, Inc.
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HFG Advisors, Inc.
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Renaissance Technologies Llc
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Fragasso Group Inc.
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McIlrath & Eck, LLC
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Welch & Forbes Llc
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Abacus Wealth Partners, LLC
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Founders Capital Management
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|
Essex Savings Bank
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DAVENPORT & Co LLC
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Creative Planning
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Strategic Blueprint, LLC
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Commonwealth Financial Services, LLC
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Condor Capital Management
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TRUE Private Wealth Advisors
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AssuredPartners Investment Advisors, LLC
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Transform Wealth, LLC
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Great Valley Advisor Group, Inc.
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L & S Advisors Inc
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Nations Financial Group Inc, /ia/ /adv
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Bank Of Montreal /can/
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Truvestments Capital Llc
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|
First National Corp /ma/ /adv
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Arvest Bank Trust Division
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Busey Wealth Management
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First Heartland Consultants, Inc.
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Trustmark National Bank Trust Department
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Tempus Wealth Planning, LLC
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Gordian Advisors LLC
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Rice Partnership, LLC
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RCS Financial Planning, LLC
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BTC Capital Management, Inc.
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Sachetta, LLC
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Morgan Dempsey Capital Management Llc
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Cadinha & Co Llc
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First American Trust, Fsb
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PFS Partners, LLC
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Steigerwald, Gordon & Koch Inc.
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Soundwatch Capital LLC
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Cwm, Llc
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Stage Harbor Financial, Llc
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Sterling Investment Counsel, LLC
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Atlas Private Wealth Advisors
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Theory Financial Llc
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Midwest Heritage Bank, FSB
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Veracity Capital LLC
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Thrivent Financial For Lutherans
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Bellwether Advisors, LLC
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Mechanics Financial Corp
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DWTFX - Arrow Investments Trust - ARROW DWA TACTICAL FUND CLASS A SHARES
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Clayton Financial Group LLC
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May Hill Capital, LLC
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Lake Street Financial Llc
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Coastal Bridge Advisors, LLC
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Custos Family Office, LLC
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L.m. Kohn & Company
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Aviance Capital Partners, LLC
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Stratos Wealth Advisors, LLC
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N.E.W. Advisory Services LLC
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Cary Street Partners Financial Llc
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Morton Capital Management LLC/CA
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New England Private Wealth Advisors LLC
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Ehrlich Financial Group
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Pinnacle Bancorp, Inc.
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ProVise Management Group, LLC
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ABLE Financial Group, LLC
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Gleason Group, Inc.
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Miracle Mile Advisors, LLC
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Aire Advisors, Llc
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RDA Financial Network
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HighTower Advisors, LLC
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Haverford Trust Co
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United Community Bank
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WESPAC Advisors, LLC
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Francis Financial, Inc.
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Harwood Advisory Group, LLC
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Vestia Personal Wealth Advisors
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Savvy Advisors, Inc.
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Hudson Capital Management LLC
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Hantz Financial Services, Inc.
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Sofos Investments, Inc.
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Carnegie Capital Asset Management, LLC
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Duncker Streett & Co Inc
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Lowe Wealth Advisors, LLC
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Trust Co
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Samalin Investment Counsel, LLC
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Scissortail Wealth Management, LLC
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Charter Trust Co
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Vicus Capital
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Maripau Wealth Management Llc
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Select Asset Management & Trust
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Plum Street Advisors, LLC
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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M1 Capital Management LLC
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West Branch Capital LLC
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Progressive Investment Management Corp
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Cape Investment Advisory, Inc.
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Franklin Resources Inc
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StoneCrest Wealth Management, Inc.
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Advisory Services Network, LLC
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Barrett & Company, Inc.
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Solidarilty Wealth, LLC
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ARS Investment Partners, LLC
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Eagle Rock Investment Company, Llc
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Private Wealth Asset Management, LLC
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Argent Advisors, Inc.
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Murphy, Middleton, Hinkle & Parker, Inc.
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Sapient Capital Llc
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YHB Investment Advisors, Inc.
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BridgePort Financial Solutions, LLC
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Valley National Advisers Inc
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SP Asset Management LLC
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Old National Bancorp /in/
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Roble, Belko & Company, Inc
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MCF Advisors LLC
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Moisand Fitzgerald Tamayo, LLC
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Evermay Wealth Management Llc
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Deutsche Bank Ag\
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Seros Financial, LLC
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Affinity Wealth Management Llc
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Tsfg, Llc
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Smartleaf Asset Management LLC
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NewEdge Wealth, LLC
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TL Private Wealth
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EverSource Wealth Advisors, LLC
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Bokf, Na
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Americana Partners, LLC
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Capital Investment Counsel, LLC
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Truist Financial Corp
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Sawyer & Company, Inc
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Federation des caisses Desjardins du Quebec
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Fortress Financial Group, Llc
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BCJ Capital Management, LLC
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Ridgeline Wealth, LLC
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Navalign, LLC
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Fullcircle Wealth Llc
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True Vision MN LLC
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F
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Concurrent Investment Advisors, LLC
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Rogco, Lp
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Fonville Wealth Management LLC
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JMG Financial Group, Ltd.
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Cozad Asset Management Inc
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Bridges Investment Management Inc
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Rollins Financial Advisors, LLC
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Asset Management Group, Inc.
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E&G Advisors, LP
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International Assets Investment Management, Llc
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Kelly Financial Group Llc
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Newton One Investments LLC
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Strategic Wealth Partners, Ltd.
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VeraBank, N.A.
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Staley Capital Advisers Inc
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Chilton Capital Management Llc
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Burns J W & Co Inc/ny
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Planned Solutions, Inc.
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Union Savings Bank
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Lansing Street Advisors
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Citigroup Inc
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Field & Main Bank
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SPC Financial, Inc.
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Latitude Advisors, LLC
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Greenwood Capital Associates Llc
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Schnieders Capital Management Llc
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Dimension Capital Management Llc
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Cherry Tree Wealth Management, LLC
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BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Daymark Wealth Partners, Llc
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Cyndeo Wealth Partners, LLC
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Meridian Wealth Partners, LLC
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Marietta Wealth Management, LLC
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MAI Capital Management
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Park Avenue Securities Llc
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CWC Advisors, LLC.
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Midwest Capital Advisors, LLC
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Horan Securities, Inc.
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Bush Investment Group, Llc
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Oliver Lagore Vanvalin Investment Group
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DT Investment Partners, LLC
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Apollon Financial, LLC
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Patten & Patten Inc/tn
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Mml Investors Services, Llc
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Creative Financial Designs Inc /adv
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Mpwm Advisory Solutions, Llc
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Legacy Bridge, LLC
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Gamco Investors, Inc. Et Al
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Norris Perne & French Llp/mi
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Ambassador Advisors, LLC
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First Business Financial Services, Inc.
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B & T Capital Management DBA Alpha Capital Management
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F
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Syntegra Private Wealth Group, LLC
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Alliancebernstein L.p.
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Farmers & Merchants Trust Co of Chambersburg PA
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Salus Financial Advisors, LLC
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Wells Fargo & Company/mn
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Annandale Capital, LLC
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PrairieView Partners, LLC
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Atria Investments Llc
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Ashton Thomas Private Wealth, LLC
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First Horizon Advisors, Inc.
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Corundum Group, Inc.
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ONE Advisory Partners, LLC
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Pinnacle Associates Ltd
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SRS Capital Advisors, Inc.
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Boston Family Office Llc
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Community Financial Services Group, LLC
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Custom Index Systems, Llc
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Quotient Wealth Partners, LLC
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|
Mather Group, Llc.
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Silverlake Wealth Management Llc
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Perritt Capital Management Inc
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Lifestyle Asset Management, Inc.
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Inspirion Wealth Advisors, Llc
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Round Rock Advisors, LLC
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Jfs Wealth Advisors, Llc
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Tortoise Investment Management, LLC
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Welch Group, LLC
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Human Investing LLC
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Hallmark Capital Management Inc
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HMS Capital Management, LLC
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Huntleigh Advisors, Inc.
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Kingswood Wealth Advisors, Llc
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Neuberger Berman Group LLC
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JT Stratford LLC
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|
Ellis Investment Partners, LLC
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Kayne Anderson Rudnick Investment Management Llc
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JGP Wealth Management, LLC
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M&t Bank Corp
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Hoey Investments, Inc
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|
Cary Street Partner Investment Advisory Llc
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Invst, LLC
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McNaughton Wealth Management, LLC
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Kestra Investment Management, LLC
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Holland Advisory Services, Inc.
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|
Consolidated Portfolio Review Corp
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Prudential Plc
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Northwestern Mutual Wealth Management Co
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|
Legacy Private Trust Co.
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|
Founders Grove Wealth Partners, Llc
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|
Glenmede Investment Management, LP
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Atlantic Trust, LLC
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Forthright Family Wealth Advisory LLC
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SGL Investment Advisors, Inc.
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Mengis Capital Management, Inc.
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|
GWM Advisors LLC
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|
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Cresset Asset Management, LLC
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Strategies Wealth Advisors, LLC
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|
Johnson Financial Group, Inc.
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|
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|
Family Office Research LLC
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Floyd Financial Group Llc
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Shared Vision Wealth Group LLC
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|
GenWealth Group, Inc.
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|
Badgley Phelps Wealth Managers, LLC
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Octavia Wealth Advisors, LLC
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|
Twin Focus Capital Partners, Llc
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|
Gradient Capital Advisors, LLC
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|
Mcdonald Partners Llc
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|
Gryphon Financial Partners LLC
|
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|
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|
One Day In July LLC
|
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|
|
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|
Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares
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JDM Financial Group LLC
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Traynor Capital Management, Inc.
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Zullo Investment Group, Inc.
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Mayflower Financial Advisors, LLC
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Eagle Strategies LLC
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|
GLOBALT Investments LLC / GA
|
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|
Lifelong Wealth Advisors, Inc.
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|
Courier Capital Llc
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Dominguez Wealth Management Solutions, Inc.
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|
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|
Clearview Wealth Advisors LLC
|
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|
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|
Brookstone Capital Management
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|
|
|
Saiph Capital, LLC
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|
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|
Sageworth Trust Co of South Dakota
|
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|
DHJJ Financial Advisors, Ltd.
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|
Semmax Financial Advisors Inc.
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|
Praetorian Wealth Management, Inc.
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|
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|
Wetherby Asset Management Inc
|
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Marks Group Wealth Management, Inc
|
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|
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|
Pettinga Financial Advisors, LLC
|
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|
|
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|
Signature Securities Group Corporation
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|
|
|
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|
Total Investment Management Inc
|
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|
|
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|
Goodman Advisory Group, LLC
|
|
|
|
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|
Central Pacific Bank - Trust Division
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Bristlecone Advisors, LLC
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Summit Financial Strategies, Inc.
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Pure Financial Advisors, Inc.
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|
Accredited Investors Inc.
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|
Maia Wealth LLC
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|
Hirtle Callaghan & Co LLC
|
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|
RVW Wealth, LLC
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Camden Capital, LLC
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|
Principal Securities, Inc.
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|
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|
Milestone Asset Management Group, LLC
|
|
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|
CI Private Wealth, LLC
|
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|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
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Financial Synergies Wealth Advisors, Inc.
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|
Clark Capital Management Group, Inc.
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Wealthgarden F.s. Llc
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|
Bank Of Nova Scotia
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|
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|
Resolute Wealth Strategies, LLC
|
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|
|
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|
Ancora Advisors, LLC
|
|
|
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|
Icon Wealth Advisors, LLC
|
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|
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|
Asset Dedication, LLC
|
|
|
|
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|
Florin Court Capital LLP
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|
|
|
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|
Stonebridge Financial Group, LLC
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|
|
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|
Meridian Management Co
|
|
|
|
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|
Accredited Investor Services, Llc
|
|
|
|
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|
River Street Advisors LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
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|
|
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|
Integrity Wealth Solutions LLC
|
|
|
|
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|
Kessler Investment Group, LLC
|
|
|
|
|
|
Motco
|
|
|
|
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|
Stephenson National Bank & Trust
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|
James J. Burns & Company, LLC
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|
Christensen, King & Associates Investment Services, Inc.
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|
Valeo Financial Advisors, LLC
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|
St. Louis Trust Co
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|
Twelve Points Wealth Management LLC
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|
Lane & Associates LLC
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|
Jackson, Grant Investment Advisers, Inc.
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Mascoma Wealth Management LLC
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|
Sanibel Captiva Trust Company, Inc.
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|
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|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Saxony Capital Management, LLC
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|
Willis Johnson & Associates, Inc.
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|
Litman Gregory Asset Management LLC
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|
Atria Wealth Solutions, Inc.
|
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Allegheny Financial Group LTD
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Stock Yards Bank & Trust Co
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Journey Strategic Wealth Llc
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Bangor Savings Bank
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Oak Harbor Wealth Partners, Llc
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SevenBridge Financial Group, LLC
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Sagace Wealth Management LLC
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Ironwood Financial, llc
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PUREfi Wealth, LLC
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Aaron Wealth Advisors LLC
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Security National Bank
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Pathstone Holdings, LLC
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Tiemann Investment Advisors, Llc
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Delta Investment Management, LLC
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True Wealth Design, LLC
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Win Advisors, Inc
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Transcend Wealth Collective, Llc
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Altfest L J & Co Inc
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SMART Wealth LLC
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Accurate Wealth Management, LLC
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Processus Wealth & Capital Management, LLC
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Westside Investment Management, Inc.
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FSM Wealth Advisors, LLC
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Team Financial Group, LLC
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Signature Resources Capital Management, LLC
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Commerce Bank
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
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4J Wealth Management LLC
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Good Life Advisors, LLC
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180 Wealth Advisors, Llc
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Kwmg, Llc
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Morling Financial Advisors, LLC
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Jackson Hole Capital Partners, LLC
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Signaturefd, Llc
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GHP Investment Advisors, Inc.
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Briaud Financial Planning, Inc
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KFA Private Wealth Group, LLC
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Krilogy Financial LLC
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Farmers National Bank
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Private Capital Management Llc
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Quadcap Wealth Management, LLC
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DWAT - Arrow Investments Trust - Arrow DWA Tactical ETF
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Claro Advisors LLC
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Ledyard National Bank
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Kestra Advisory Services, LLC
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Family Firm, Inc.
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Ofc Financial Planning, Llc
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Ascent Wealth Partners, LLC
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Sharkey, Howes & Javer
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Russell Investments Group, Ltd.
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Retirement Income Solutions, Inc
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Aprio Wealth Management, LLC
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Allium Financial Advisors, Llc
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Avaii Wealth Management, Llc
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Westwood Holdings Group Inc
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Diversify Advisory Services, LLC
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Truepoint, Inc.
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Quartz Partners, LLC
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Curated Wealth Partners LLC
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Next Level Private LLC
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Dorsey & Whitney Trust CO LLC
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United Bank
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Bellevue Asset Management, Llc
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Dogwood Wealth Management LLC
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MidAtlantic Capital Management, Inc.
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Commonwealth Retirement Investments LLC
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Warm Springs Advisors Inc.
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Rossmore Private Capital
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Tobias Financial Advisors, Inc.
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Washington Trust Bank
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Old North State Trust, LLC
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Chesapeake Wealth Management
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Ameritas Advisory Services, LLC
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Peregrine Asset Advisers, Inc.
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Simon Quick Advisors, Llc
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One Capital Management, LLC
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Forum Private Client Group LLC
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Ascent Capital Management, LLC
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Provenance Wealth Advisors, LLC
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Smallwood Wealth Investment Management, LLC
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Main Street Financial Solutions, LLC
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1st Source Bank
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American National Bank
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Roman Butler Fullerton & Co
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Wellspring Financial Advisors, LLC
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Optivise Advisory Services LLC
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Swisher Financial Concepts, Inc.
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Presilium Private Wealth, Llc
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Schrum Private Wealth Management LLC
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Wingate Wealth Advisors, Inc.
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Priebe Wealth Holdings LLC
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