Five Oceans Advisors
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Chesley Taft & Associates LLC
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Procyon Private Wealth Partners, LLC
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Northstar Group, Inc.
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South Dakota Investment Council
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Founders Financial Securities Llc
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Wealth Architects, LLC
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Foster Dykema Cabot & Partners, Llc
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Thompson Investment Management, Inc.
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Golden State Wealth Management, LLC
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Pure Financial Advisors, Inc.
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Roundview Capital LLC
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Jfs Wealth Advisors, Llc
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Abacus Planning Group, Inc.
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Quest 10 Wealth Builders, Inc.
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Jasper Ridge Partners, L.P.
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Fmr Llc
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LifeGuide Financial Advisors, LLC
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Old Second National Bank Of Aurora
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BCR Wealth Strategies, LLC
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CAPROCK Group, Inc.
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CLARET ASSET MANAGEMENT Corp
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Kathmere Capital Management, LLC
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Strategic Family Wealth Counselors, L.L.C.
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Topsail Wealth Management, LLC
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Christensen, King & Associates Investment Services, Inc.
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Blackston Financial Advisory Group, LLC
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Gen-Wealth Partners Inc
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Savant Capital, LLC
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PrairieView Partners, LLC
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Financial Symmetry Inc
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PDS Planning, Inc
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Cliftonlarsonallen Wealth Advisors, Llc
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Simplicity Wealth,LLC
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Tiff Advisory Services Inc
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MidAtlantic Capital Management, Inc.
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Tillman Hartley LLC
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Cabot-Wellington, LLC
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ETF Portfolio Partners, Inc.
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Rebalance, Llc
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Long Island Wealth Management, Inc.
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Alliance Wealth Management Group
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Monterey Private Wealth, Inc.
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BFI Infinity Ltd.
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Courier Capital Llc
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Fisher Asset Management, LLC
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Argent Trust Co
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Sage Mountain Advisors LLC
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Glenmede Investment Management, LP
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Two Sigma Securities, Llc
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Warren Street Wealth Advisors, LLC
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Global Trust Asset Management, LLC
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Waypoint Wealth Partners Inc.
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Diversified Trust Co
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eCIO, Inc.
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Twin Tree Management, LP
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Baird Financial Group, Inc.
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Cwm, Llc
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Capital Advisory Group Advisory Services, LLC
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Oakworth Capital, Inc.
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Van Eck Associates Corp
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Consilio Wealth Advisors, Llc
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Resonant Capital Advisors, LLC
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Evercore Wealth Management, LLC
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Mayport, Llc
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Tudor Financial Inc.
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Hirtle Callaghan & Co LLC
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IHT Wealth Management, LLC
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Wolff Wiese Magana Llc
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Towercrest Capital Management
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Richard Bernstein Advisors LLC
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Eq Wealth Advisors, Llc
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Northwestern Mutual Wealth Management Co
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Marco Investment Management Llc
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StoneX Group Inc.
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Advisory Services Network, LLC
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DORVAL Corp
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Quantinno Capital Management LP
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Captrust Financial Advisors
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Novak & Powell Financial Services, Inc.
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Change Path, LLC
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Nikulski Financial, Inc.
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Fairman Group, LLC
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Millstone Evans Group, LLC
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ICONIQ Capital, LLC
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Trust Co Of Vermont
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Brookstone Capital Management
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Jackson, Grant Investment Advisers, Inc.
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Yarbrough Capital, LLC
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Country Trust Bank
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Signaturefd, Llc
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Schroder Investment Management Group
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Rathbone Brothers plc
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Perkins Coie Trust Co
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Blue Edge Capital, LLC
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Venture Visionary Partners LLC
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Assetmark, Inc
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Waddell & Associates, Llc
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Client 1st Advisory Group, Llc
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Manchester Capital Management LLC
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Cooper Financial Group
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Jennison Associates Llc
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JMG Financial Group, Ltd.
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Cobblestone Capital Advisors Llc /ny/
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Compass Financial Services Inc
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Hrc Wealth Management, Llc
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Cornerstone Planning Group LLC
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Beaumont Capital Management, LLC
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Betterment LLC
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JP Wealth Management, Inc.
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Patriot Investment Management Inc.
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Gladstone Institutional Advisory LLC
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Brand Asset Management Group, Inc.
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Clear Harbor Asset Management, LLC
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Fortis Group Advisors, LLC
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Central Pacific Bank - Trust Division
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SNS Financial Group, LLC
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Stokes Family Office, LLC
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Leo Wealth, LLC
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Wells Fargo & Company/mn
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Papp L Roy & Associates
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Ritholtz Wealth Management
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Addison Advisors LLC
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Prudent Man Investment Management, Inc.
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MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
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Jpmorgan Chase & Co
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Centaurus Financial, Inc.
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TFC Financial Management
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Barclays Plc
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Weaver Consulting Group
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Independent Wealth Network Inc.
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Verum Partners LLC
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Atlas Capital Advisors Llc
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Snowden Capital Advisors LLC
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Sumitomo Mitsui Financial Group, Inc.
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Liberty Wealth Management Llc
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Future Financial Wealth Managment LLC
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Presilium Private Wealth, Llc
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Midwest Trust Co
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Lumbard & Kellner, LLC
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Princeton Global Asset Management LLC
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Forum Financial Management, LP
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Herold Advisors, Inc.
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Bradley & Co. Private Wealth Management, LLC
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Fi3 FINANCIAL ADVISORS, LLC
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Flower City Capital
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Bailard, Inc.
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Warren Averett Asset Management, LLC
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Greenwich Wealth Management LLC
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Federation des caisses Desjardins du Quebec
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Port Capital LLC
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Johnson & White Wealth Management, LLC
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ARGI Investment Services, LLC
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Empire Life Investments Inc.
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Centerpoint Advisors, LLC
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HF - Tidal Trust II - DGA Absolute Return ETF
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Wolverine Trading, Llc
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Inscription Capital, LLC
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Principal Securities, Inc.
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First Manhattan Co
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Ameliora Wealth Management Ltd.
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Us Bancorp \de\
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Lockheed Martin Investment Management Co
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Northwest Wealth Management, Llc
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Allworth Financial LP
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Verdence Capital Advisors LLC
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GoalFusion Wealth Management, LLC
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First Community Trust Na
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Hartmann Taylor Wealth Management, LLC
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Private Capital Management Llc
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Wealthspire Advisors, LLC
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New Millennium Group LLC
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Leavell Investment Management, Inc.
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Wesbanco Bank Inc
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Wind River Trust Co
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Legal & General Group Plc
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Family Management Corp
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VestGen Advisors, LLC
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Howe & Rusling Inc
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Silverlake Wealth Management Llc
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Wetzel Investment Advisors, Inc.
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Truist Financial Corp
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Tortoise Investment Management, LLC
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Jones Financial Companies Lllp
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Smith, Salley & Associates
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Endowment Wealth Management, Inc.
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N.E.W. Advisory Services LLC
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IFG Advisory, LLC
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AlphaCore Capital LLC
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MAI Capital Management
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Mesirow Financial Investment Management, Inc.
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Maryland Capital Advisors Inc.
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Country Club Bank /gfn
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Wealthstream Advisors, Inc.
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Guyasuta Investment Advisors Inc
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Stratos Wealth Advisors, LLC
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Buckingham Strategic Partners
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Wilson & Boucher Capital Management, LLC
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Studio Investment Management Llc
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Strategic Investment Solutions, Inc. /IL
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Mariner, LLC
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Humankind Investments LLC
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Ameritas Advisory Services, LLC
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Burkett Financial Services, Llc
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Kestra Private Wealth Services, Llc
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Baker Avenue Asset Management, LP
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Gotham Asset Management, LLC
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Adviser Investments LLC
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Fort Washington Investment Advisors Inc /oh/
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Walter & Keenan Financial Consulting Co /mi/ /adv
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Headlands Technologies LLC
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Etesian Wealth Advisors, Inc.
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Joel Isaacson & Co., LLC
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Dodds Wealth, LLC
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Hurlow Wealth Management Group, Inc.
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Rosenberg Matthew Hamilton
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Signal Advisors Wealth, LLC
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Fiera Capital Corp
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L.K. Benson & Company, P.C.
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Ade, Llc
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Murphy, Middleton, Hinkle & Parker, Inc.
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American Investment Services, Inc.
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National Bank Of Canada /fi/
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Envestnet Asset Management Inc
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Sierra Capital LLC
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Acorn Wealth Advisors, LLC
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Strategies Wealth Advisors, LLC
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Cypress Capital, LLC
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Synovus Financial Corp
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Oppenheimer & Co Inc
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3Chopt Investment Partners, LLC
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Drystone LLC
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Genus Capital Management Inc.
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Texas Yale Capital Corp.
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Lantern Wealth Advisors, LLC
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Ackerman Capital Advisors, LLC
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Archford Capital Strategies, LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Bleakley Financial Group, LLC
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Bell Investment Advisors, Inc
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LPL Financial LLC
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Envestnet Portfolio Solutions, Inc.
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Morningstar Investment Management LLC
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Capital A Wealth Management, LLC
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MorganRosel Wealth Management, LLC
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Affiance Financial, LLC
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Formidable Asset Management, LLC
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Aua Capital Management, Llc
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Qube Research & Technologies Ltd
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Capitolis Liquid Global Markets LLC
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Comprehensive Wealth Management, LLC
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Balentine LLC
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Bank of Jackson Hole Trust
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Aspiring Ventures, LLC
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IFP Advisors, Inc
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Apollon Wealth Management, LLC
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Hubbell Strickland Wealth Management, LLC
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McIlrath & Eck, LLC
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Crewe Advisors LLC
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Trust Co Of Virginia /va
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Focus Financial Network, Inc.
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Newbridge Financial Services Group, Inc.
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SOUTH STATE Corp
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Strait & Sound Wealth Management LLC
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XY Planning Network, Inc.
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WJ Interests, LLC
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SC&H Financial Advisors, Inc.
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TruNorth Capital Management, LLC
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Aspen Grove Capital, LLC
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Main Street Group, LTD
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Financial Network Wealth Management LLC
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Harrell Investment Partners, Llc
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Ascent Group, LLC
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C M Bidwell & Associates Ltd
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Capital Investment Advisory Services, LLC
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Permanent Capital Management, LP
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Brinker Capital Investments, LLC
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First National Corp /ma/ /adv
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Arbor Investment Advisors, LLC
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Edmond De Rothschild Holding S.a.
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Welch Group, LLC
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Cerity Partners LLC
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Manchester Financial Inc
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Lighthouse Investment Partners, LLC
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Merit Financial Group, LLC
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UBS Group AG
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Glenmede Trust Co Na
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Bank Of Montreal /can/
|
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Atwood & Palmer Inc
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Parallel Advisors, LLC
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Newton One Investments LLC
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Td Asset Management Inc
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Brandywine Trust Co
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Parkside Financial Bank & Trust
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Vista Wealth Management Group, LLC
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Russell Investments Group, Ltd.
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Ridgewood Investments LLC
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Ariel Investments, Llc
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Kathleen S. Wright Associates Inc.
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Bfsg, Llc
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Td Private Client Wealth Llc
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Weil Company, Inc.
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Compass Financial Group, INC/SD
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Americana Partners, LLC
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Cable Hill Partners, LLC
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Callan Capital, LLC
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Fort Vancouver Investment Management, LLC
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Tudor Investment Corp Et Al
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Fragasso Group Inc.
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Private Trust Co Na
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Well Done, LLC
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Kraft, Davis & Associates, LLC
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Hemington Wealth Management
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Cherry Tree Wealth Management, LLC
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Haverford Trust Co
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Pinnacle Wealth Planning Services, Inc.
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Austin Wealth Management, LLC
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Leonard Rickey Investment Advisors P.L.L.C.
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Daymark Wealth Partners, Llc
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Roble, Belko & Company, Inc
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Prime Buchholz LLC
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Cornerstone Financial Group, LLC /NE/
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Rakuten Investment Management, Inc.
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Fiduciary Advisors, Inc.
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Delap Wealth Advisory, Llc
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Whittier Trust Co Of Nevada Inc
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Susquehanna International Group, Llp
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First Pacific Advisors, LP
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Quaker Wealth Management, LLC
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Stonehage Fleming Financial Services Holdings Ltd
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Agf Management Ltd
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BOS Asset Management, LLC
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FPAG - Investment Managers Series Trust III - FPA Global Equity ETF
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10Elms LLP
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Nicholson Meyer Capital Management, Inc.
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Sterling Investment Advisors, Ltd.
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Western Wealth Management, LLC
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Heritage Financial Services, LLC
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EP Wealth Advisors, Inc.
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Greenleaf Trust
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Lbmc Investment Advisors, Llc
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Fifth Third Securities, Inc.
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USAdvisors Wealth Management, LLC
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Prosperity Planning, Inc.
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Friedenthal Financial
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Driehaus Capital Management Llc
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Vantage Point Financial LLC
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Mather Group, Llc.
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IMA Wealth, Inc.
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Pensionmark Financial Group, Llc
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Ameriprise Financial Inc
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Choate Investment Advisors
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Fingerlakes Wealth Management, Inc.
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Kovack Advisors, Inc.
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Apella Capital, LLC
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BTG Pactual Asset Management US LLC
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Retirement Capital Strategies
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Comerica Bank
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Elevate Wealth Advisory, Inc
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Cahill Financial Advisors Inc
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M Wealth Management, LLC
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RTD Financial Advisors, Inc.
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Modera Wealth Management, LLC
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Frisch Financial Group, Inc.
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Fifth Third Wealth Advisors LLC
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Ethos Financial Group, LLC
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Sequoia Financial Advisors, LLC
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Secure Asset Management, LLC
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University Of Texas/texas Am Investment Managment Co
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Synergy Financial Group, LTD
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Cambridge Associates Llc /ma/ /adv
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Compass Capital Corp /ma/ /adv
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SJS Investment Consulting Inc.
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Regal Investment Advisors LLC
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Lutz Financial Services LLC
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Beacon Financial Advisory LLC
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Valeo Financial Advisors, LLC
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Barings Llc
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Values Added Financial LLC
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TrueWealth Financial Partners
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Aristides Capital LLC
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Sovran Advisors, LLC
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CFS Investment Advisory Services, LLC
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Dunhill Financial, LLC
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Sage Capital Advisors,llc
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Gts Securities Llc
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Bogart Wealth, LLC
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Foundations Investment Advisors, LLC
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Evanson Asset Management, LLC
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MontVue Capital Management, Inc.
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Hanson & Doremus Investment Management
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Nbc Securities, Inc.
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TCG Advisory Services, LLC
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NewEdge Wealth, LLC
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Financial Freedom, LLC
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Latitude Advisors, LLC
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Pennington Partners & Co., Llc
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Vested Financial Planning, LLC
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PFG Investments, LLC
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Citizens & Northern Corp
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Baron Silver Stevens Financial Advisors, Llc
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Kingstone Capital Partners Texas, LLC
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Smithfield Trust Co
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Sowell Financial Services LLC
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Garde Capital, Inc.
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Clifford Group, LLC
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West Family Investments, Inc.
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Mosaic Family Wealth Partners, Llc
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Capital International Investors
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New Capital Management LP
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Blair William & Co/il
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Sagespring Wealth Partners, Llc
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Sigma Planning Corp
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Catalytic Wealth RIA, LLC
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Lesa Sroufe & Co
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Glen Eagle Advisors, LLC
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Independence Bank of Kentucky
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Old National Bancorp /in/
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BluePointe Capital Management, LLC
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Allie Family Office LLC
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We Are One Seven, LLC
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Advance Capital Management, Inc.
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First Interstate Bank
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Disciplined Investors, L.L.C.
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Benjamin Edwards Inc
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Prosperity Wealth Management, Inc.
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Axxcess Wealth Management, Llc
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Integrity Financial Corp /WA
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Strategic Wealth Partners, Ltd.
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Alta Advisers Ltd
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SRS Capital Advisors, Inc.
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Old Mission Capital Llc
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Thrive Wealth Management, LLC
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Sage Investment Counsel LLC
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Larson Financial Group LLC
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Seven Post Investment Office LP
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Dorsey & Whitney Trust CO LLC
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Equity Investment Corp
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Benchmark Wealth Management, LLC
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First Citizens Bank & Trust Co
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Christopher J. Hasenberg, Inc
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Janney Montgomery Scott LLC
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Sarasin & Partners LLP
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Spire Wealth Management
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Fiduciary Trust Co
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Fort Point Capital Partners LLC
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Objective Capital Management, LLC
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Macroview Investment Management Llc
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Divergent Planning, LLC
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Pine Harbor Wealth Management, LLC
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Park Avenue Securities Llc
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Ancora Advisors, LLC
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CENTRAL TRUST Co
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Vanguard Group Inc
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Alliancebernstein L.p.
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Seldon Capital Lp
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Capital Asset Advisory Services LLC
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Bremer Bank National Association
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Elwood & Goetz Wealth Advisory Group, LLC
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Cary Street Partners Financial Llc
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Farmers & Merchants Investments Inc
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Global Retirement Partners, LLC
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Investment Planning Advisors, Inc.
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Nisa Investment Advisors, Llc
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Providence Capital Advisors, LLC
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FSM Wealth Advisors, LLC
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American Money Management, LLC
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Private Wealth Management Group, LLC
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Polen Capital Management Llc
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Tactive Advisors, LLC
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Harwood Advisory Group, LLC
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Summit Trail Advisors, Llc
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Norris Perne & French Llp/mi
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Embree Financial Group
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FC Advisory LLC
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Ameriflex Group, Inc.
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Midwestern Financial, LLC /IA
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Oxford Financial Group Ltd
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Iron Horse Wealth Management, LLC
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Register Financial Advisors LLC
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Astoria Strategic Wealth, Inc.
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Truvestments Capital Llc
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Mml Investors Services, Llc
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Aqr Capital Management Llc
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BlackRock, Inc.
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SBI Securities Co., Ltd.
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Bank Julius Baer & Co. Ltd, Zurich
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Vise Technologies, Inc.
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Mustard Seed Financial, LLC
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SCS Capital Management LLC
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Addison Capital Co
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Vermillion & White Wealth Management Group, LLC
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Keystone Financial Group, Inc.
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Halbert Hargrove Global Advisors, Llc
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SOL Capital Management CO
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Madrone Advisors, LLC
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River Street Advisors LLC
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Avidian Wealth Solutions, LLC
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Schrum Private Wealth Management LLC
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Kendall Capital Management
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Bedel Financial Consulting, Inc.
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Bernzott Capital Advisors
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Wedmont Private Capital
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Brown Advisory Inc
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Schneider Downs Wealth Management Advisors, LP
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Cardiff Park Advisors, Llc
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Bessemer Group Inc
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Neumann Capital Management, LLC
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TD Waterhouse Canada Inc.
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Bbr Partners, Llc
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Aspen Capital Management, LLC
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Litman Gregory Asset Management LLC
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Albion Financial Group /ut
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LRI Investments, LLC
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Tower Research Capital LLC (TRC)
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Wealthcare Advisory Partners LLC
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Smith, Moore & Co.
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Nomura Asset Management Co Ltd
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Nvwm, Llc
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Level Four Advisory Services, Llc
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Lakewood Asset Management LLC
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Congress Wealth Management LLC / DE /
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Fft Wealth Management Llc
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Mayflower Financial Advisors, LLC
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GenTrust, LLC
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Kingsview Wealth Management, LLC
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Mayfair Advisory Group, LLC
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Bangor Savings Bank
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Total Investment Management Inc
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Checchi Capital Advisers, LLC
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Geneos Wealth Management Inc.
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DHK Financial Advisors, Inc.
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Rexford Capital Inc
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Evolution Advisers, Inc.
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Natixis Advisors, L.p.
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Red Door Wealth Management, LLC
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CoreCap Advisors, LLC
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Phillips Financial Management, Llc
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Garrett Investment Advisors LLC
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Galilei Investment Office LLP
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Verus Financial Partners, Inc.
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Franklin Resources Inc
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Renaissance Technologies Llc
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Applied Capital LLC
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Evoke Wealth, Llc
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Facet Wealth, Inc.
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Wealth Management Nebraska
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Farther Finance Advisors, LLC
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Elite Financial, Inc.
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St. Louis Trust Co
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RMB Capital Management, LLC
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Cornerstone Advisors Asset Management, Inc
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Oak Family Advisors, Llc
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|
Royal Bank Of Canada
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Brighton Jones Llc
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Pillar Financial Advisors, LLC
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Pictet North America Advisors SA
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Capital Group Private Client Services, Inc.
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DC Investments Management, LLC
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Horizon Investments, LLC
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Kanawha Capital Management Llc
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Proffitt & Goodson Inc
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Financial Engines Advisors L.L.C.
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|
Sax Wealth Advisors, Llc
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Advantage Trust Co
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Kovitz Investment Group Partners, LLC
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|
Creekside Partners
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Baker Ellis Asset Management LLC
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|
Regions Financial Corp
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|
Crestwood Advisors Group LLC
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|
Colonial Trust Advisors
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Ashton Thomas Private Wealth, LLC
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CI Private Wealth, LLC
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Rs Crum Inc.
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CX Institutional
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Perennial Advisors, LLC
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Windward Private Wealth Management Inc.
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Neuberger Berman Group LLC
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Optima Capital Llc
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Gold Investment Management Ltd.
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Flagship Harbor Advisors, Llc
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Garrison Point Advisors, Llc
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Kingswood Wealth Advisors, Llc
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Savvy Advisors, Inc.
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Signal Tree Financial Partners Llc
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Nicholas Hoffman & Company, LLC.
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Annis Gardner Whiting Capital Advisors, LLC
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Bank Of Hawaii
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Mindset Wealth Management, Llc
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Fortis Capital Advisors, LLC
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Myecfo, Llc
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Windsor Advisory Group, LLC
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Threadgill Financial, Llc
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Barlow Wealth Partners, Inc.
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JDM Financial Group LLC
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Addis & Hill, Inc
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Howard Wealth Management, Llc
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Accredited Wealth Management, LLC
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|
Fifth Third Bancorp
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Belmont Capital, LLC
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Lazard Asset Management Llc
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|
Jane Street Group, Llc
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Emerald Investment Partners, Llc
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|
Bank of New York Mellon Corp
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Portside Wealth Group, LLC
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Whittier Trust Co
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HB Wealth Management, LLC
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Kestra Advisory Services, LLC
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GPS Wealth Strategies Group, LLC
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Seven Springs Wealth Group, LLC
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DRW Securities, LLC
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VeraBank, N.A.
|
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Murphy & Mullick Capital Management Corp
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Resources Investment Advisors, LLC.
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Sageworth Trust Co
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Compass Advisory Group LLC
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Arcadia Investment Advisors Llc
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Columbus Macro, LLC
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Valmark Advisers, Inc.
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M&t Bank Corp
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Salomon & Ludwin, LLC
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Ameritas Investment Partners, Inc.
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Cornerstone Wealth Management, LLC
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Coastline Trust Co
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BridgePort Financial Solutions, LLC
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|
EverSource Wealth Advisors, LLC
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|
Morgan Stanley
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|
Banco Santander, S.A.
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Triad Wealth Partners, LLC
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United Capital Financial Advisers, Llc
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AdvisorNet Financial, Inc
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Prudential Financial Inc
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|
Carr Financial Group Corp
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Oliver Luxxe Assets LLC
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SilverOak Wealth Management LLC
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Empower Advisory Group, LLC
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Lindbrook Capital, Llc
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King Luther Capital Management Corp
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Pnc Financial Services Group, Inc.
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Brickley Wealth Management
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Titleist Asset Management, Llc
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Integrated Wealth Concepts LLC
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Concurrent Investment Advisors, LLC
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Symmetry Partners, LLC
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CFO4Life Group, LLC
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Prospera Capital Management, LLC
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Indiana Trust & Investment Management CO
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Fiduciary Group LLC
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Bnp Paribas Arbitrage, Sa
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Moneta Group Investment Advisors Llc
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Silver Oak Advisory Group, Inc.
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Beacon Pointe Advisors, LLC
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Amplius Wealth Advisors, LLC
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Columbia River Financial Group, LLC
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Genesis Wealth Advisors, LLC
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Plante Moran Financial Advisors, LLC
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Maseco Llp
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BIP Wealth, LLC
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Hantz Financial Services, Inc.
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New England Private Wealth Advisors LLC
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McGinn Investment Management, Inc.
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Twin Focus Capital Partners, Llc
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Creative Planning
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Brandywine Oak Private Wealth Llc
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Atomi Financial Group, Inc.
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Rehmann Capital Advisory Group
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GeoWealth Management, LLC
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Steel Peak Wealth Management LLC
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Rakuten Securities, Inc.
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HT Partners LLC
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Coldstream Capital Management Inc
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Waterloo Capital, L.P.
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Bank of New Hampshire
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Washington Trust Advisors, Inc.
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DiNuzzo Private Wealth, Inc.
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Orcam Financial Group
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Trevian Wealth Management LLC
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Leith Wheeler Investment Counsel Ltd.
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CIBC World Markets Inc.
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Columbia Asset Management
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Catalyst Financial Partners Llc
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Stifel Financial Corp
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Harbour Investments, Inc.
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Toroso Investments, LLC
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Curio Wealth, Llc
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Centurion Wealth Management LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Ronald Blue Trust, Inc.
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Pathstone Holdings, LLC
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Breakwater Investment Management
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JustInvest LLC
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Zrc Wealth Management, Llc
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Banco Bilbao Vizcaya Argentaria, S.a.
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Northwest Capital Management Inc
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RAM Investment Partners, LLC
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Strategy Asset Managers Llc
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Barry Investment Advisors, LLC
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Keel Point, LLC
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Pointe Capital Management LLC
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Gutierrez Wealth Advisory, LLC
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Shade Tree Advisors LLC
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One Capital Management, LLC
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Tacita Capital Inc
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SG Americas Securities, LLC
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Manuka Financial, LLC
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Webster Bank, N. A.
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Avion Wealth
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Your Advocates Ltd., LLP
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Red Tortoise LLC
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Rsm Us Wealth Management Llc
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Urban Financial Advisory Corp
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Virtus ETF Advisers LLC
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Monument Capital Management
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Retirement Planning Group
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Investments & Financial Planning, LLC
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Van Cleef Asset Management,Inc
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Fermata Advisors, LLC
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Walkner Condon Financial Advisors LLC
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Cresset Asset Management, LLC
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Partners Capital Investment Group, Llp
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DB Fitzpatrick & Co, Inc
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Morling Financial Advisors, LLC
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Vernal Point Advisors, LLC
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AlTi Global, Inc.
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Smartleaf Asset Management LLC
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Stuart Chaussee & Associates, Inc.
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Bartlett & Co. Wealth Management Llc
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Main Street Financial Solutions, LLC
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Mercer Global Advisors Inc /adv
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Keybank National Association/oh
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Financial Perspectives, Inc
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Brookwood Investment Group LLC
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D.a. Davidson & Co.
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LongView Wealth Management
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Modus Advisors, LLC
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Silver Coast Investments LLC
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Salem Investment Counselors Inc
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Riverwater Partners LLC
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Bank Of America Corp /de/
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Petix & Botte Co
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Park Place Capital Corp
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Global Endowment Management, LP
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Allianz Asset Management GmbH
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JTC Employer Solutions Trusteee Ltd
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Prime Capital Investment Advisors, LLC
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Painted Porch Advisors LLC
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TFB Advisors LLC
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Simon Quick Advisors, Llc
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Pin Oak Investment Advisors Inc
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Resolute Advisors LLC
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HFM Investment Advisors, LLC
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Prentice Wealth Management LLC
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Ewa, Llc
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Creative Financial Designs Inc /adv
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Disciplina Capital Management LLC
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Compass Ion Advisors, LLC
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Asset Management Group, Inc.
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NewSquare Capital LLC
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Glassman Wealth Services
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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TLT Family Holdco ULC
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Heritage Investment Group, Inc.
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Okabena Investment Services Inc
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Laird Norton Trust Company, Llc
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Samalin Investment Counsel, LLC
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Next Capital Management LLC
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Prospera Financial Services Inc
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Hapanowicz & Associates Financial Services, Inc
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Anchor Investment Management, LLC
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AE Wealth Management LLC
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Westmount Partners, LLC
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Nyl Investors Llc
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Umb Bank N A/mo
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Breed's Hill Capital LLC
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Verity Asset Management, Inc.
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FLC Capital Advisors
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Versant Capital Management, Inc
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UMA Financial Services, Inc.
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Flagship Private Wealth, LLC
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Plancorp, LLC
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Charter Oak Capital Management, LLC
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Coastal Investment Advisors, Inc.
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Citadel Advisors Llc
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Essex Financial Services, Inc.
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BigSur Wealth Management LLC
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BSW Wealth Partners
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Coyle Financial Counsel LLC
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Redmond Asset Management, LLC
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Moseley Investment Management Inc
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Gryphon Financial Partners LLC
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Heartwood Wealth Advisors LLC
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Red Wave Investments LLC
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DAVENPORT & Co LLC
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Aptus Capital Advisors, LLC
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Bank Of Nova Scotia
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Aspiriant, Llc
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Moisand Fitzgerald Tamayo, LLC
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CBM Financial, LLC
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Moors & Cabot, Inc.
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JDH Wealth Management, LLC
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Planning Directions Inc
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DHJJ Financial Advisors, Ltd.
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Cheviot Value Management, LLC
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Bellevue Asset Management, Llc
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Nations Financial Group Inc, /ia/ /adv
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Cutler Investment Counsel Llc
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Bridgewater Advisors Inc.
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Signature Resources Capital Management, LLC
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Unison Advisors LLC
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Missouri Trust & Investment Co
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Main Management LLC
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Montag A & Associates Inc
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Sharkey, Howes & Javer
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Geometric Wealth Advisors
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Rossby Financial, LCC
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Lighthouse Financial LLC
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Wbh Advisory Inc
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GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
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Ridgepath Capital Management LLC
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Mutual Advisors, LLC
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Rockefeller Capital Management L.P.
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PayPay Securities Corp
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Hartland & Co., LLC
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Abound Wealth Management
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Robinson Capital Management, Llc
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Beaird Harris Wealth Management, LLC
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BKA Wealth Consulting, Inc.
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Freestone Capital Holdings, LLC
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Rialto Wealth Management, LLC
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Sellwood Investment Partners LLC
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Citizens Financial Group Inc/ri
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Red Lighthouse Investment Management, Llc
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Summit Financial, LLC
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Westside Investment Management, Inc.
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Karpus Management, Inc.
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Tidemark, LLC
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Commonwealth Equity Services, Llc
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Private Advisor Group, LLC
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Zhang Financial LLC
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Pinnacle Bancorp, Inc.
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Arkadios Wealth Advisors
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Brightwater Advisory LLC
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Means Investment Co., Inc.
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Whipplewood Advisors, LLC
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CIBC Private Wealth Group, LLC
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TD Capital Management LLC
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Asset Dedication, LLC
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MBE Wealth Management, LLC
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Matisse Capital
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VSM Wealth Advisory, LLC
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Mason & Associates, LLC
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GHP Investment Advisors, Inc.
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Huntington National Bank
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Vontobel Holding Ltd.
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Royal Fund Management, LLC
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SYM FINANCIAL Corp
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Harbour Investment Management Llc
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Waller Financial Planning Group, Inc
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Arlington Trust Co LLC
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Quadrant Capital Group Llc
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Hohimer Wealth Management, Llc
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Signature Estate & Investment Advisors Llc
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Oak Harbor Wealth Partners, Llc
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Stonebridge Financial Group, LLC
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Sonoma Private Wealth LLC
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First Foundation Advisors
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Bokf, Na
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Mission Wealth Management, Lp
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Cura Wealth Advisors, Llc
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Tiaa Trust, National Association
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Atlantic Private Wealth, LLC
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University Of Chicago
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Ironwood Financial, llc
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Attessa Capital LLC
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Tandem Financial, LLC
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New England Professional Planning Group Inc.
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Texas Treasury Safekeeping Trust Co
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Waldron Private Wealth LLC
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Valley Forge Investment Consultants Inc Adv
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Purkiss Capital Advisors LLC
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Northern Trust Corp
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Hudock, Inc.
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Qrg Capital Management, Inc.
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Laurel Wealth Advisors LLC
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Goldman Sachs Group Inc
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Proathlete Wealth Management Llc
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HBK Sorce Advisory LLC
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North Star Investment Management Corp.
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Tanager Wealth Management LLP
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Chilton Investment Co Llc
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WestEnd Advisors, LLC
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Heritage Wealth Advisors
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Mirae Asset Global Investments Co., Ltd.
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Center for Financial Planning, Inc.
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Lincoln Capital LLC
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Y.D. More Investments Ltd
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Verus Capital Partners, Llc
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GEN Financial Management, INC.
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Biltmore Family Office, LLC
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Visionary Wealth Advisors
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First PREMIER Bank
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Heritage Trust Co
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Davis Capital Management
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Tocqueville Asset Management L.p.
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Fiduciary Financial Group, Llc
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Creekmur Asset Management LLC
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Triangle Securities Wealth Management
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First Pacific Financial
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Brass Tax Wealth Management, Inc
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BRYN MAWR TRUST Co
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Boston Standard Wealth Management, LLC
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Olistico Wealth, LLC
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Wetherby Asset Management Inc
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Stratos Wealth Partners, LTD.
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Nepc Llc
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Phoenix Holdings Ltd.
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True Wealth Design, LLC
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Insigneo Advisory Services, Llc
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Clark Asset Management, LLC
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DecisionPoint Financial, LLC
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Swp Financial Llc
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Rockingstone Advisors LLC
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Belpointe Asset Management LLC
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Financial Advisory Service, Inc.
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Boston Trust Walden Corp
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Investment House Llc
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Security National Bank Of So Dak
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Ieq Capital, Llc
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Intergy Private Wealth, LLC
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Angeles Wealth Management, Llc
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LaSalle St. Investment Advisors, LLC
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TCI Wealth Advisors, Inc.
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Almanack Investment Partners, LLC.
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Copia Wealth Management
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Three Bridge Wealth Advisors, LLC
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O'shaughnessy Asset Management, Llc
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Strategic Blueprint, LLC
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Ballentine Partners, LLC
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Total Wealth Planning, Llc
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Collaborative Wealth Managment Inc.
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Cetera Investment Advisers
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RWM Asset Management, LLC
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TCTC Holdings, LLC
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Sivia Capital Partners, LLC
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OneAscent Financial Services LLC
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Arete Wealth Advisors, LLC
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Roger Wittlin Investment Advisory, LLC
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Financial Management Professionals, Inc.
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AA Financial Advisors, LLC
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Successful Portfolios LLC
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Ptm Wealth Management, Llc
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McKinley Carter Wealth Services, Inc.
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McMill Wealth Management
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Westbourne Investments, Inc.
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RBF Capital, LLC
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Vista Investment Management
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Citigroup Inc
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Hoge Financial Services, Llc
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Sunbelt Securities, Inc.
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DiMeo Schneider & Associates, L.L.C.
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Brown Brothers Harriman & Co
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Seamount Financial Group Inc
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Viewpoint Investment Partners Corp
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United Wealth Management, LLC
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J.w. Cole Advisors, Inc.
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Steward Partners Investment Advisory, Llc
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4Thought Financial Group Inc.
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West Paces Advisors Inc.
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Foster Group, Inc.
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Perigon Wealth Management, LLC
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Magnolia Capital Advisors Llc
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Gateway Wealth Partners, LLC
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Strid Group, LLC
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Raymond James Financial Inc
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Graves-Light Private Wealth Management, Inc.
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MidWestOne Financial Group, Inc.
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Sound Income Strategies, LLC
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Wealthfront Advisers Llc
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Dynamic Advisor Solutions LLC
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North Capital, Inc.
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Cassaday & Co Wealth Management LLC
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FF Advisors,LLC
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Principle Wealth Partners Llc
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Melfa Wealth Management, Llc
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Curbstone Financial Management Corp
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Intelligent Financial Strategies
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Avantax Advisory Services, Inc.
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Atria Wealth Solutions, Inc.
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London & Capital Asset Management Ltd
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Accredited Investors Inc.
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Orion Portfolio Solutions, LLC
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Trellis Wealth Advisors LLC
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Wedbush Securities Inc
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Wealth Enhancement Advisory Services, Llc
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Archer Investment Corp
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Front Row Advisors LLC
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Greenline Partners, LLC
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HighTower Advisors, LLC
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Five Pine Wealth Management
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Chicago Partners Investment Group LLC
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AllSquare Wealth Management LLC
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Stephens Inc /ar/
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Pacific Center for Financial Services
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Robertson Stephens Wealth Management, LLC
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