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Avidian Wealth Solutions, LLC
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GSB Wealth Management, LLC
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Bernard Wealth Management Corp.
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BKD Wealth Advisors, LLC
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Financial Connections Group, Inc.
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MADDEN SECURITIES Corp
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Econ Financial Services Corp
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Exencial Wealth Advisors, Llc
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FF Advisors,LLC
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Somerset Group LLC
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Paragon Capital Management Ltd
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Milestone Asset Management Group, LLC
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Rothschild Investment Llc
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Community Bank, N.A.
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CoreCap Advisors, LLC
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AE Wealth Management LLC
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Cahill Financial Advisors Inc
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Kelman-Lazarov, Inc.
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Omega Financial Group, LLC
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Whipplewood Advisors, LLC
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Stockman Wealth Management, Inc.
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Promus Capital, LLC
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Prudent Investors Network
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Putney Financial Group LLC
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HighTower Advisors, LLC
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North Forty Two & Co.
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Advisor Group Holdings, Inc.
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RMG Wealth Management LLC
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Holderness Investments Co
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Cascade Investment Advisors, Inc.
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Mark Sheptoff Financial Planning, Llc
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Altfest L J & Co Inc
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Accurate Wealth Management, LLC
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Putnam Fl Investment Management Co
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Sage Rhino Capital Llc
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Avantax Advisory Services, Inc.
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Hoey Investments, Inc
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Ballast Advisors Llc
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Financial Engines Advisors L.L.C.
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Cape Investment Advisory, Inc.
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Opus Capital Group, LLC
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Selective Wealth Management, Inc.
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Fifth Third Securities, Inc.
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Quotient Wealth Partners, LLC
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Signature Resources Capital Management, LLC
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SOA Wealth Advisors, LLC.
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Founders Financial Securities Llc
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Allen Capital Group, LLC
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Focused Wealth Management, Inc
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Ark & Tlk Investments, Llc
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Ancora Advisors, LLC
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Scott Marsh Financial, LLC
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Jeppson Wealth Management, Llc
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My Purposeful Wealth Corp.
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Larson Financial Group LLC
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Pathway Financial Advisors LLC
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Venture Visionary Partners LLC
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CVA Family Office, LLC
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Equitable Holdings, Inc.
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Fermata Advisors, LLC
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Nottingham Advisors, Inc.
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Paces Ferry Wealth Advisors, Llc
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Sage Financial Management Group, Inc.
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Fusion Capital, LLC
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Badgley Phelps Wealth Managers, LLC
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Evermay Wealth Management Llc
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Harbor Investment Advisory, Llc
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United Capital Financial Advisers, Llc
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Sprinkle Financial Consultants LLC
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Aqr Capital Management Llc
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Gladstone Institutional Advisory LLC
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Pinnacle Bancorp, Inc.
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Chatham Capital Group, Inc.
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GAMMA Investing LLC
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Goldman Sachs Group Inc
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MBL Wealth, LLC
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Cozad Asset Management Inc
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Jacobi Capital Management LLC
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Sage Financial Group Inc
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Atlantic Edge Private Wealth Management, LLC
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Lynx Investment Advisory
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Sonora Investment Management Group, LLC
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Change Path, LLC
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Mjp Associates Inc /adv
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Meridian Wealth Management, LLC
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Ogorek Anthony Joseph /ny/ /adv
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Citizens Financial Group Inc/ri
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Market Street Wealth Management Advisors Llc
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Sittner & Nelson, Llc
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Christensen, King & Associates Investment Services, Inc.
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Clearview Wealth Advisors LLC
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SageView Advisory Group, LLC
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CIBC Private Wealth Group, LLC
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Northwestern Mutual Wealth Management Co
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Bravias Capital Group, LLC
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Quadrant Capital Group Llc
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Abound Wealth Management
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Stifel Financial Corp
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Fagan Associates, Inc.
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Ameriprise Financial Inc
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D.a. Davidson & Co.
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Essex LLC
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Stratos Wealth Advisors, LLC
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Level Four Advisory Services, Llc
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Leavell Investment Management, Inc.
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Holistic Financial Partners
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Stratos Wealth Partners, LTD.
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Tactive Advisors, LLC
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Blair William & Co/il
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J. L. Bainbridge & Co., Inc.
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CI Private Wealth, LLC
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Murphy, Middleton, Hinkle & Parker, Inc.
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GWM Advisors LLC
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Apollon Wealth Management, LLC
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Aspen Investment Management Inc
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Wisconsin Capital Management Llc
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Tortoise Investment Management, LLC
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Alesco Advisors Llc
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Harbor Asset Planning, Inc.
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City State Bank
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Bond & Devick Financial Network, Inc.
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Traub Capital Management LLC
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Evolution Advisers, Inc.
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Aire Advisors, Llc
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Bank Of America Corp /de/
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Madison Park Capital Advisors, LLC
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Newman Dignan & Sheerar, Inc.
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FineMark National Bank & Trust
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Long Island Wealth Management, Inc.
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Heritage Wealth Architects, Inc.
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Patriot Financial Group Insurance Agency, LLC
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Westmount Partners, LLC
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Cooksen Wealth, LLC
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Private Wealth Asset Management, LLC
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Lindbrook Capital, Llc
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Sunbelt Securities, Inc.
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Topsail Wealth Management, LLC
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Bokf, Na
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Donaldson Capital Management, Llc
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Strategic Financial Planning, Inc.
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Huntington National Bank
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Thompson Investment Management, Inc.
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Hantz Financial Services, Inc.
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Waterloo Capital, L.P.
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Addison Capital Co
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Appleton Partners Inc/ma
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Flagship Wealth Advisors, Llc
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Total Investment Management Inc
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Kestra Private Wealth Services, Llc
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Stark Wealth Management LLC
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Fairway Financial, LLC
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Wetherby Asset Management Inc
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Great Waters Wealth Management
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Advisory Alpha, LLC
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Granite Investment Partners, LLC
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Ahl Investment Management, Inc.
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Parsons Capital Management Inc/ri
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Capital Advisors, Ltd. LLC
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Mission Creek Capital Partners, Inc.
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First Command Advisory Services, Inc.
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Fortis Capital Advisors, LLC
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Horizon Financial Services, Llc
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Robbins Farley Llc
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Bank Of Montreal /can/
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Global Wealth Strategies & Associates
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Grant/GrossMendelsohn, LLC
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Hamilton Point Investment Advisors, LLC
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Calton & Associates, Inc.
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Focus Financial Network, Inc.
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Pettyjohn, Wood & White, Inc
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Fortitude Advisory Group L.L.C.
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Atlantic Union Bankshares Corp
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Zrc Wealth Management, Llc
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Capital Advisors Inc/ok
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Forte Capital Llc /adv
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Sigma Planning Corp
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Tower Research Capital LLC (TRC)
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Evanson Asset Management, LLC
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Rainey & Randall Investment Management Inc.
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First Community Trust Na
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Creative Financial Designs Inc /adv
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North Star Asset Management Inc
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Fairman Group, LLC
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Sfmg, Llc
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SWYMX - SCHWAB CAPITAL TRUST - Schwab Target 2050 Index Fund
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IFG Advisory, LLC
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Vise Technologies, Inc.
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Valmark Advisers, Inc.
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Walkner Condon Financial Advisors LLC
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West Paces Advisors Inc.
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BOK Financial Private Wealth, Inc.
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Compass Financial Services Inc
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Costello Asset Management, INC
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Foster Group, Inc.
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Jpmorgan Chase & Co
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Redhawk Wealth Advisors, Inc.
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SWYFX - SCHWAB CAPITAL TRUST - Schwab Target 2035 Index Fund
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Blossom Wealth Management
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Envestnet Asset Management Inc
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Pine Haven Investment Counsel, Inc
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Golden State Wealth Management, LLC
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Brand Asset Management Group, Inc.
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Russell Investments Group, Ltd.
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Foundations Investment Advisors, LLC
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Marquette Asset Management, LLC
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Bartlett & Co. Wealth Management Llc
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Summit Asset Management, LLC
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TT Capital Management LLC
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Visionary Wealth Advisors
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Bridgewater Advisors Inc.
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SWYHX - SCHWAB CAPITAL TRUST - Schwab Target 2045 Index Fund
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Hazlett, Burt & Watson, Inc.
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Alteri Wealth LLC
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AdvisorNet Financial, Inc
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Modera Wealth Management, LLC
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CWA Asset Management Group, LLC
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Keystone Wealth Services, LLC
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Red Tortoise LLC
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Archer Investment Management, LLC
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Noble Wealth Management PBC
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Decker Retirement Planning Inc.
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Plancorp, LLC
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Lafayette Investments, Inc.
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Souders Financial Advisors
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Summit Financial, LLC
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Valley Forge Investment Consultants Inc Adv
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FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
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Evergreen Capital Management Llc
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Global Retirement Partners, LLC
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JDM Financial Group LLC
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Revolve Wealth Partners, LLC
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Beacon Pointe Advisors, LLC
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Lowery Thomas, Llc
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Galvin, Gaustad & Stein, LLC
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SOL Capital Management CO
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SWYBX - SCHWAB CAPITAL TRUST - Schwab Target 2015 Index Fund
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Advisor OS, LLC
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Cornerstone Advisors Asset Management, Inc
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Glassman Wealth Services
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Fmr Llc
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Paradigm, Strategies in Wealth Management, LLC
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Pillar Financial Advisors, LLC
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Patten & Patten Inc/tn
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Tradewinds Capital Management, LLC
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Wealth Group Ltd
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Northern Trust Corp
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TFC Financial Management
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Marcum Wealth, LLC
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Gables Capital Management Inc.
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Waterfront Wealth Inc.
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Mission Wealth Management, Lp
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Integral Investment Advisors, Inc.
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Warren Averett Asset Management, LLC
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Barrett & Company, Inc.
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Moisand Fitzgerald Tamayo, LLC
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McIlrath & Eck, LLC
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Cerity Partners LLC
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Sculati Wealth Management, LLC
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Kavar Capital Partners Group, Llc
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Upper Left Wealth Management, LLC
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Freestone Capital Holdings, LLC
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Kovitz Investment Group Partners, LLC
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Litman Gregory Asset Management LLC
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One Day In July LLC
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BIP Wealth, LLC
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Garde Capital, Inc.
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DHK Financial Advisors, Inc.
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XTX Topco Ltd
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Elwood & Goetz Wealth Advisory Group, LLC
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Davidson Trust Co
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Stone Point Wealth LLC
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|
Advantage Trust Co
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Pacific Sun Financial Corp
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Missouri Trust & Investment Co
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Embree Financial Group
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|
Aptus Capital Advisors, LLC
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Synovus Financial Corp
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Certior Financial Group, Llc
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Kathleen S. Wright Associates Inc.
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Roxbury Financial LLC
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MCF Advisors LLC
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Oarsman Capital, Inc.
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Sachetta, LLC
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Capital Advantage, Inc.
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Kingsview Wealth Management, LLC
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Bogart Wealth, LLC
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One Capital Management, LLC
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Sofos Investments, Inc.
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Proffitt & Goodson Inc
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Independence Bank of Kentucky
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Atria Investments Llc
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Parkshore Wealth Management, Inc.
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William Howard & Co Financial Advisors Inc
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MJT & Associates Financial Advisory Group, Inc.
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Barnes Dennig Private Wealth Management LLC
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Wilkins Miller Wealth Management, LLC
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Raymond James Financial Inc
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Atomi Financial Group, Inc.
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Gerber Kawasaki Wealth & Investment Management
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Cwm, Llc
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Cliftonlarsonallen Wealth Advisors, Llc
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Dynamic Advisor Solutions LLC
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Hexagon Capital Partners LLC
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Global Strategic Investment Solutions, LLC
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Vishria Bird Financial Group, LLC
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Wilson & Boucher Capital Management, LLC
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FreeGulliver LLC
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Chesley Taft & Associates LLC
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Prepared Retirement Institute LLC
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FSA Wealth Management LLC
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Annis Gardner Whiting Capital Advisors, LLC
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Wealth Architects, LLC
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Laurel Wealth Advisors LLC
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Clearwater Capital Advisors, LLC
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CENTRAL TRUST Co
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First National Corp /ma/ /adv
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TruNorth Capital Management, LLC
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SILVER OAK SECURITIES, Inc
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Lowe Wealth Advisors, LLC
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Rockbridge Investment Management, LCC
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Joule Financial, LLC
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Pittenger & Anderson Inc
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Mokosak Advisory Group, LLC
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Richardson Capital Management LLC
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SWYDX - SCHWAB CAPITAL TRUST - Schwab Target 2025 Index Fund
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Gordian Advisors LLC
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Highland Capital Management, Llc
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SWG1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Growth Portfolio
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Mutual Advisors, LLC
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JustInvest LLC
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GHP Investment Advisors, Inc.
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Ridgewood Investments LLC
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Thrive Wealth Management, LLC
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Townsend Asset Management Corp /nc/ /adv
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NewSquare Capital LLC
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Meridian Management Co
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LVW Advisors, LLC
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Warner Financial, Inc
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JPL Wealth Management, LLC
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Gallagher Fiduciary Advisors, LLC
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Boltwood Capital Management
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Iron Horse Wealth Management, LLC
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Gemmer Asset Management LLC
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Orgel Wealth Management, LLC
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Spectrum Wealth Counsel, LLC
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TD Capital Management LLC
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Geometric Wealth Advisors
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Glaxis Capital Management, LLC
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UBS Group AG
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C M Bidwell & Associates Ltd
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Aspiring Ventures, LLC
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Peterson Wealth Advisors, LLC
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SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund
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Nwam Llc
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Perissos Private Wealth Management, LLC
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HHM Wealth Advisors, LLC
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Envision Financial LLC
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Captrust Financial Advisors
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Creekside Partners
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Rock Point Advisors, LLC
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CFC Planning Co LLC
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Allium Financial Advisors, Llc
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Aspect Partners, LLC
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Farnam Financial LLC
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Summit Financial Wealth Advisors, LLC
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MAI Capital Management
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Delta Investment Management, LLC
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Howe & Rusling Inc
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Quadcap Wealth Management, LLC
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Seven Mile Advisory
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Aurora Private Wealth, Inc.
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Key FInancial Inc
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Integrity Financial Corp /WA
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SWYJX - SCHWAB CAPITAL TRUST - Schwab Target 2055 Index Fund
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Columbia Advisory Partners Llc
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L.K. Benson & Company, P.C.
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LPL Financial LLC
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MeadowBrook Investment Advisors LLC
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CAP Partners, LLC
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Cherry Tree Wealth Management, LLC
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SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio
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Hartland & Co., LLC
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Evernest Financial Advisors, LLC
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Capital Management Associates, Inc
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Anfield Capital Management, LLC
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GPS Wealth Strategies Group, LLC
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TPG Advisors LLC
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Castle Wealth Management Llc
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Oak Harbor Wealth Partners, Llc
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Cabot Wealth Management Inc
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Arcataur Capital Management LLC
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Thrivent Financial For Lutherans
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Qube Research & Technologies Ltd
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Citadel Advisors Llc
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Janney Montgomery Scott LLC
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Bluestem Financial Advisors, Llc
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Retirement Income Solutions, Inc
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Fort Point Capital Partners LLC
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National Asset Management, Inc.
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SOUTH STATE Corp
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Bellevue Asset Management, Llc
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Bank of New Hampshire
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Mml Investors Services, Llc
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Acropolis Investment Management, LLC
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StoneX Group Inc.
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Joseph P. Lucia & Associates, LLC
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Foster & Motley Inc
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Palisade Asset Management, LLC
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Parallel Advisors, LLC
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Robertson Stephens Wealth Management, LLC
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Sheets Smith Wealth Management
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Diversify Wealth Management, Llc
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Adirondack Trust Co
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BCS Wealth Management
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Investment Planning Advisors, Inc.
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LexAurum Advisors, LLC
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Values Added Financial LLC
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Tower View Investment Management & Research LLC
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Burkett Financial Services, Llc
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Wealthcare Advisory Partners LLC
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Brucke Financial, Inc.
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Integrated Wealth Concepts LLC
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Hardin Capital Partners, LLC
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Flow Traders U.s. Llc
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Hemington Wealth Management
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ORG Partners LLC
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Coldstream Capital Management Inc
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Signature Estate & Investment Advisors Llc
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Hanson & Doremus Investment Management
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Advyzon Investment Management, LLC
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Transform Wealth, LLC
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Keystone Financial Services, LLC
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Mirador Capital Partners LP
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Retirement Planning Group
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Clune & Associates, Ltd.
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Crescent Grove Advisors, LLC
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Valpey Financial Services, LLC
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Triton Wealth Management, PLLC
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Krilogy Financial LLC
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Financial Management Professionals, Inc.
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Dunhill Financial, LLC
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Sandy Spring Bank
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Pennsylvania Capital Management Inc /adv
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Brinker Capital Investments, LLC
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Concurrent Investment Advisors, LLC
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Tiaa Trust, National Association
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Summit Wealth & Retirement Planning, Inc.
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Balentine LLC
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Founders Financial Alliance, LLC
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Leverty Financial Group, LLC
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Oppenheimer Asset Management Inc.
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SYM FINANCIAL Corp
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Towercrest Capital Management
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Sei Investments Co
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Buckingham Strategic Partners
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Sightline Wealth Advisors, LLC
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Powers Advisory Group, LLC
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TCI Wealth Advisors, Inc.
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Continuum Wealth Advisors, Llc
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IAG Wealth Partners, LLC
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Trellis Wealth Advisors LLC
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Y-Intercept (Hong Kong) Ltd
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Front Row Advisors LLC
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Advisory Services Network, LLC
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Centerpoint Advisors, LLC
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Kozak & Associates, Inc.
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Cobblestone Capital Advisors Llc /ny/
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Collective Family Office Llc
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Wiser Advisor Group LLC
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AlphaCore Capital LLC
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Creegan & Nassoura Financial Group, LLC
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AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class
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Bnc Wealth Management, Llc
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BSW Wealth Partners
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NFP Retirement, Inc.
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Pinnacle Wealth Planning Services, Inc.
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Rockefeller Capital Management L.P.
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SWYOX - SCHWAB CAPITAL TRUST - Schwab Target 2065 Index Fund
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Financial Management Network Inc
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Nicholas Hoffman & Company, LLC.
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Condor Capital Management
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DHJJ Financial Advisors, Ltd.
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Gpwm Llc
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Bristlecone Advisors, LLC
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Strategic Financial Concepts, LLC
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Central Pacific Bank - Trust Division
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SWYLX - SCHWAB CAPITAL TRUST - Schwab Target 2020 Index Fund
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Triangle Securities Wealth Management
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Blue Sky Capital Consultants Group, Inc.
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OneAscent Financial Services LLC
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Capital Investment Counsel, LLC
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McCarthy Grittinger Financial Group, LLC
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Intellus Advisors LLC
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Royal Bank Of Canada
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Moller Financial Services
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BlackRock, Inc.
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Binnacle Investments Inc
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Dana Investment Advisors, Inc.
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Strategic Wealth Partners, Ltd.
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Baldwin Investment Management, LLC
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Curtis Advisory Group, LLC
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Capital Analysts, Inc.
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Orion Portfolio Solutions, LLC
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D.B. Root & Company, LLC
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Alpha Financial Advisors, LLC
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Ameritas Advisory Services, LLC
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Cetera Investment Advisers
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Farmers & Merchants Investments Inc
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St. Johns Investment Management Company, LLC
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Asset Management Group, Inc.
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Tsfg, Llc
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Alpha Omega Wealth Management LLC
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Ascension Capital Advisors, Inc.
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Elgethun Capital Management
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Kohmann Bosshard Financial Services, LLC
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Main Street Financial Solutions, LLC
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Vanguard Group Inc
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IFP Advisors, Inc
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Greykasell Wealth Strategies, Inc.
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Savant Capital, LLC
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Mengis Capital Management, Inc.
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Copperwynd Financial, LLC
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UMA Financial Services, Inc.
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Symphony Financial, Ltd. Co.
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Jamison Private Wealth Management, Inc.
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Delta Asset Management Llc/tn
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Horrell Capital Management, Inc.
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Legacy Wealth Management, Inc
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Rede Wealth, LLC
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Alliance Wealth Management Group
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Tritonpoint Wealth, Llc
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Lido Advisors, LLC
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Chapman Financial Group, Llc
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Berkeley, Inc
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Skopos Labs, Inc.
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Bordeaux Wealth Advisors LLC
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Assetmark, Inc
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Clark Asset Management, LLC
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Pflug Koory, LLC
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Juncture Wealth Strategies, Llc
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Ieq Capital, Llc
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Finer Wealth Management, Inc.
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Comerica Bank
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Investors Research Corp
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Astoria Portfolio Advisors LLC.
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NorthRock Partners, LLC
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Colonial Trust Co / SC
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Us Bancorp \de\
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Cascade Financial Partners, LLC
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Family Firm, Inc.
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Gts Securities Llc
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Whittier Trust Co Of Nevada Inc
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North Star Investment Management Corp.
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Betterment LLC
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Creative Planning
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Tudor Investment Corp Et Al
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Wood Tarver Financial Group, LLC
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GeoWealth Management, LLC
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Pegasus Asset Management, Inc.
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Chesapeake Wealth Management
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SWYAX - SCHWAB CAPITAL TRUST - Schwab Target 2010 Index Fund
|
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|
|
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Highline Wealth Partners Llc
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GW&K Investment Management, LLC
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Cambridge Advisors Inc.
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American Capital Advisory, LLC
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Roble, Belko & Company, Inc
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Baird Financial Group, Inc.
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Zhang Financial LLC
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Haverford Trust Co
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Mill Creek Capital Advisors, LLC
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Operose Advisors LLC
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Mainstay Capital Management Llc /adv
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Asset Dedication, LLC
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Nikulski Financial, Inc.
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Wealth Preservation Advisors, LLC
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Beaird Harris Wealth Management, LLC
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Tranquility Partners, LLC
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Coordinated Financial Services, Inc.
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Asset Planning Services Inc /la/ /adv
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Outfitter Financial LLC
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State Farm Mutual Automobile Insurance Co
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Glenmede Investment Management, LP
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Clear Point Advisors Inc.
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Guerra Pan Advisors, Llc
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N.E.W. Advisory Services LLC
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ETF Store, Inc.
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Lutz Financial Services LLC
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Gill Capital Partners, Llc
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Northwest Capital Management Inc
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Roundview Capital LLC
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Jackson Creek Investment Advisors LLC
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Parkside Financial Bank & Trust
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Biltmore Family Office, LLC
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HBK Sorce Advisory LLC
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High Note Wealth, LLC
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Whittier Trust Co
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Jfs Wealth Advisors, Llc
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Grantvest Financial Group LLC
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Horizons Wealth Management
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Continuum Advisory, LLC
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IHT Wealth Management, LLC
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Natixis Advisors, L.p.
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Fpc Investment Advisory, Inc.
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Mercer Global Advisors Inc /adv
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CacheTech Inc.
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Twele Capital Management, Inc.
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First Pacific Financial
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Blue Bell Private Wealth Management, Llc
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Chilton Capital Management Llc
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Curio Wealth, Llc
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Richards, Merrill & Peterson, Inc.
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Asset Allocation Strategies LLC
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Sensible Money, LLC
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Frazier Financial Advisors, LLC
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|
RKL Wealth Management LLC
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Quantinno Capital Management LP
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JNBA Financial Advisors
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XY Planning Network, Inc.
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ZynergyRetirementPlanningLLC
|
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MONECO Advisors, LLC
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|
SWYGX - SCHWAB CAPITAL TRUST - Schwab Target 2040 Index Fund
|
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|
|
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|
Compass Financial Group, INC/SD
|
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|
Naples Global Advisors, Llc
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Vista Wealth Management Group, LLC
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Carolina Wealth Advisors, LLC
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Atlantic Trust, LLC
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Whelan Financial
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Cresset Asset Management, LLC
|
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|
Global Trust Asset Management, LLC
|
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|
Wealthfront Advisers Llc
|
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|
MWFQX - MAINSTAY FUNDS TRUST - MainStay Equity ETF Allocation Fund Class R3
|
|
|
|
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|
Signal Advisors Wealth, LLC
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Fonville Wealth Management LLC
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Vista Private Wealth Partners. LLC
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Bfsg, Llc
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Gillespie Robinson & Grimm Inc
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Becker Capital Management Inc
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Tenret Co LLC
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Cooper/haims Advisors, Llc
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Pinnacle Associates Ltd
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Susquehanna International Group, Llp
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Motco
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Meeder Advisory Services, Inc.
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Stokes Family Office, LLC
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First Horizon Advisors, Inc.
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Integrated Advisors Network LLC
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ProVise Management Group, LLC
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First International Bank & Trust
|
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|
Kilter Group LLC
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Kestra Advisory Services, LLC
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Breakwater Investment Management
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Lbmc Investment Advisors, Llc
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IMA Wealth, Inc.
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Smartleaf Asset Management LLC
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Kiley Juergens Wealth Management, Llc
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|
Athena Investment Management
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Next Capital Management LLC
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Beacon Capital Management, LLC
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Palouse Capital Management, Inc.
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Crewe Advisors LLC
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Lincoln Capital Corp
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Armis Advisers, LLC
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Financial Advisory Service, Inc.
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Dakota Wealth Management
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NWK Group, Inc.
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First Hawaiian Bank
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Liberty Capital Management, Inc.
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Tradition Wealth Management, LLC
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Compass Investment Advisers LLC
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Safeguard Financial, LLC
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|
SWC1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced with Growth Portfolio
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|
Brown, Lisle/cummings, Inc.
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Phil A. Younker & Associates, Ltd.
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Archer Investment Corp
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Cross Staff Investments Inc
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Enclave Advisors LLC
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Whitaker-Myers Wealth Managers, LTD.
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Client 1st Advisory Group, Llc
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Camelot Portfolios, LLC
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Capital Investment Advisory Services, LLC
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CRA Financial Services, LLC
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Gs Investments, Inc.
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Sapient Capital Llc
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Everstar Asset Management, LLC
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Jane Street Group, Llc
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Two Sigma Securities, Llc
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Warwick Investment Management, Inc.
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Johnson Financial Group, Inc.
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Geneos Wealth Management Inc.
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Truist Financial Corp
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Root Financial Partners, LLC
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|
Valued Wealth Advisors LLC
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|
Bouchey Financial Group Ltd
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Mariner, LLC
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Albion Financial Group /ut
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Colton Groome Financial Advisors, Llc
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NewEdge Wealth, LLC
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Pure Financial Advisors, Inc.
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Vista Capital Partners, Inc.
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Brighton Jones Llc
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SWS Partners
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Delta Financial Group, Inc.
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Friedenthal Financial
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Seek First Inc.
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Nautilus Advisors LLC
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Spire Wealth Management
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Milestone Investment Advisors LLC
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Family Legacy Financial Solutions, LLC
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Exchange Traded Concepts, Llc
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HC Advisors, LLC
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Lodestar Private Asset Management Llc
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Gleason Group, Inc.
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American Financial Advisors, LLC
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Van Hulzen Asset Management, LLC
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Crestwood Advisors Group LLC
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James J. Burns & Company, LLC
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Sentinel Pension Advisors Inc
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Rinkey Investments
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Spinnaker Investment Group, LLC
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FSM Wealth Advisors, LLC
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Crescent Sterling, Ltd.
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RBA Wealth Management, LLC
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EP Wealth Advisors, Inc.
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Avion Wealth
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Destination Wealth Management
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Twin Peaks Wealth Advisors, LLC
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WP Advisors, LLC
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Financial Synergies Wealth Advisors, Inc.
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Planning Alternatives Ltd /adv
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Td Private Client Wealth Llc
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Apella Capital, LLC
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Roberts Wealth Advisors, LLC
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Bangor Savings Bank
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Greenhouse Wealth Management, LLC
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Providence First Trust Co
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Sims Investment Management, Llc
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Curbstone Financial Management Corp
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Seacrest Wealth Management, Llc
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Tempus Wealth Planning, LLC
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Aspire Capital Advisors LLC
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Steward Partners Investment Advisory, Llc
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Seneca Financial Advisors LLC
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PrairieView Partners, LLC
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Courage Miller Partners, LLC
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American National Bank
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Phillips Financial Management, Llc
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Optimum Investment Advisors
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Koesten, Hirschmann & Crabtree, INC.
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Team Financial Group, LLC
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Valley National Advisers Inc
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Nbt Bank N A /ny
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Old National Bancorp /in/
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JMG Financial Group, Ltd.
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Cantor Fitzgerald Investment Adviser L.p.
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Pacific Sage Partners, LLC
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Pinnacle Wealth Management Advisory Group, LLC
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Rsm Us Wealth Management Llc
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Smithbridge Asset Management Inc/de
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Riversedge Advisors, Llc
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Pineridge Advisors LLC
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Rialto Wealth Management, LLC
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Brown Advisory Inc
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Bigelow Investment Advisors, LLC
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Tompkins Financial Corp
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SWYNX - SCHWAB CAPITAL TRUST - Schwab Target 2060 Index Fund
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Panoramic Investment Advisors, Llc
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Petra Financial Advisors Inc
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May Barnhard Investments LLC
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Ruggaard & Associates LLC
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Cathy Pareto & Associates, Inc
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Nestegg Advisors, Inc.
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Mather Group, Llc.
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New York Life Investment Management Llc
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Diversify Advisory Services, LLC
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U.S. Capital Wealth Advisors, LLC
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Acas, Llc
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Anchor Investment Management, LLC
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Summit Financial Strategies, Inc.
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Pring Turner Capital Group Inc
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Salomon & Ludwin, LLC
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First National Bank of Mount Dora, Trust Investment Services
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S.A. Mason LLC
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Yoffe Investment Management, LLC
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Luminvest Wealth Management LLC
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Guardian Financial Partners, LLC
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Salem Investment Counselors Inc
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Park Avenue Securities Llc
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Congress Wealth Management LLC / DE /
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Summit Trail Advisors, Llc
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Manning & Napier Advisors Llc
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Crowley Wealth Management, Inc.
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Bleakley Financial Group, LLC
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Signaturefd, Llc
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Oldfather Financial Services, LLC
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Fulton Breakefield Broenniman Llc
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Armor Investment Advisors, LLC
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Flower City Capital
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Csenge Advisory Group
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Beacon Capital Management, Inc.
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BCK Partners, Inc.
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Per Stirling Capital Management, LLC.
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Carnegie Capital Asset Management, LLC
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Legacy Private Trust Co.
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Breed's Hill Capital LLC
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Lighthouse Wealth Management Inc.
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NBZ Investment Advisors LLC
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Ironwood Financial, llc
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Citigroup Inc
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Harbor Group, Inc.
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Facet Wealth, Inc.
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Miracle Mile Advisors, LLC
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Element Wealth, LLC
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Broadleaf Partners, LLC
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Verdence Capital Advisors LLC
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Atticus Wealth Management, Llc
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Forum Financial Management, LP
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Barclays Plc
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Allworth Financial LP
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CWC Advisors, LLC.
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Northeast Financial Group, Inc.
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Adviser Investments LLC
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Callan Capital, LLC
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Avantax Planning Partners, Inc.
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Centaurus Financial, Inc.
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Busey Wealth Management
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Wealthspire Advisors, LLC
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Midwestern Financial, LLC /IA
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Dagco, Inc.
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Commonwealth Equity Services, Llc
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Modus Advisors, LLC
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Chicago Partners Investment Group LLC
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Round Rock Advisors, LLC
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Texas Yale Capital Corp.
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Schneider Downs Wealth Management Advisors, LP
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Atria Wealth Solutions, Inc.
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Victrix Investment Advisors
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Eley Financial Management, Inc
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Bradley Foster & Sargent Inc/ct
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Heartwood Wealth Advisors LLC
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ATACX - Managed Portfolio Series - ATAC Rotation Fund Investor Class Shares
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Stephens Consulting, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Ritholtz Wealth Management
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Wagner Wealth Management, Llc
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Paulson Wealth Management Inc.
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Oakwell Private Wealth Management, LLC
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Cutler Investment Counsel Llc
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Cornerstone Wealth Advisors, Inc.
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Ronald Blue Trust, Inc.
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High Probability Advisors, LLC
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Avenue 1 Advisors, LLC
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Sound Income Strategies, LLC
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Bell Investment Advisors, Inc
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Pacifica Partners Inc.
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Madison Wealth Partners, Inc
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Builder Investment Group Inc /adv
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Prospera Financial Services Inc
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Kaizen Financial Strategies
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Colony Group, LLC
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O'shaughnessy Asset Management, Llc
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Hengehold Capital Management Llc
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Climber Capital SA
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Simplicity Wealth,LLC
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Blue Rock Wealth Management LLC
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Matrix Trust Co
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Davis Capital Management
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Smith Anglin Financial, LLC
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Brookstone Capital Management
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Sierra Summit Advisors Llc
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Myecfo, Llc
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Wealth Enhancement Advisory Services, Llc
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Mayfair Advisory Group, LLC
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Koss-Olinger Consulting, LLC
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Dorsey & Whitney Trust CO LLC
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Berger Financial Group, Inc
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Wiley Bros.-aintree Capital, Llc
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Main Street Group, LTD
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Smithfield Trust Co
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WPG Advisers, LLC
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Moser Wealth Advisors, LLC
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Johnson Investment Counsel Inc
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Painted Porch Advisors LLC
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BankPlus Wealth Management LLC
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Noble Family Wealth, LLC
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Rossby Financial, LCC
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Keybank National Association/oh
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Prime Capital Investment Advisors, LLC
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Youngs Advisory Group, Inc.
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Burt Wealth Advisors
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J.w. Cole Advisors, Inc.
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PFG Investments, LLC
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Dearborn Partners Llc
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Clarity Capital Advisors, LLC
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Lee Financial Co
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Peak Financial Management, Inc.
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Cary Street Partners Financial Llc
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Qrg Capital Management, Inc.
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Columbus Macro, LLC
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Charles Schwab Trust Co
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Providence Capital Advisors, LLC
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Winthrop Capital Management, LLC
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Arcadia Investment Advisors Llc
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Red Door Wealth Management, LLC
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Elios Financial Group Inc.
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Great Valley Advisor Group, Inc.
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Firestone Capital Management
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Sage Mountain Advisors LLC
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Code Waechter LLC
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Principle Wealth Partners Llc
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DecisionPoint Financial, LLC
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LTG Capital LLC
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Revisor Wealth Management LLC
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Index Fund Advisors, Inc.
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Orion Capital Management LLC
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Cambridge Investment Research Advisors, Inc.
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BRYN MAWR TRUST Co
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United Advisor Group, LLC
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RMB Capital Management, LLC
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Versant Capital Management, Inc
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Von Berge Wealth Management Group, LLC
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Pensionmark Financial Group, Llc
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White & Co Financial Planning Inc
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Financial Perspectives, Inc
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RMR Wealth Builders
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First Financial Corp /in/
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Golden Reserve Retirement LLC
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Aspen Grove Capital, LLC
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Koshinski Asset Management, Inc.
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Tiemann Investment Advisors, Llc
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Vermillion Wealth Management, Inc.
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Belpointe Asset Management LLC
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Everhart Financial Group, Inc.
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IFS Advisors, LLC
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Ritter Daniher Financial Advisory LLC / DE
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Principal Securities, Inc.
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Coordinated Financial Services, Inc./CO
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Financial Advisors, LLC
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Resources Investment Advisors, LLC.
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Heirloom Wealth Management
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Keeler & Nadler Financial Planning & Wealth Management
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LifePlan Financial, LLC
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SJS Investment Consulting Inc.
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Hopwood Financial Services, Inc.
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Roger Wittlin Investment Advisory, LLC
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Stewardship Advisors, LLC
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Franklin Resources Inc
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MBE Wealth Management, LLC
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Sequoia Financial Advisors, LLC
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Ellevest, Inc.
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American Century Companies Inc
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Merit Financial Group, LLC
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Brown Wealth Management, Llc
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Mitchell Capital Management Co
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Brass Tax Wealth Management, Inc
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Pinney & Scofield, Inc.
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Brown Brothers Harriman & Co
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Prosperity Consulting Group, LLC
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Emerald Investment Partners, Llc
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VSM Wealth Advisory, LLC
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Planned Solutions, Inc.
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
