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Cranbrook Wealth Management, LLC
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Mission Wealth Management, Lp
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Croban
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Cullen/frost Bankers, Inc.
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Charles Schwab Investment Management Inc
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Accurate Wealth Management, LLC
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Erickson Financial Group, LLC
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Cary Street Partners Financial Llc
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Bill Few Associates, Inc.
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Level Wealth Management LLC
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Modera Wealth Management, LLC
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Canopy Partners, LLC
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FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class
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Sunbelt Securities, Inc.
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Bnp Paribas Arbitrage, Sa
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Dravo Bay Llc
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Woodside Wealth Management LLC
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Cape Cod Five Cents Savings Bank
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Kingsview Wealth Management, LLC
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BlackRock, Inc.
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Burk Holdings LLC
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Cliftonlarsonallen Wealth Advisors, Llc
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Titleist Asset Management, Llc
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Hunter Associates Investment Management Llc
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Commerce Bank
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Dorsey & Whitney Trust CO LLC
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Smithfield Trust Co
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Trust Co Of Vermont
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Catalytic Wealth RIA, LLC
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Americana Partners, LLC
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Mechanics Bank Trust Department
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Human Investing LLC
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Bogart Wealth, LLC
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Red Lighthouse Investment Management, Llc
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Planning Directions Inc
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Level Financial Advisors, Inc.
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Great Diamond Partners, LLC
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Moneta Group Investment Advisors Llc
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OLIO Financial Planning
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Cooperman Leon G
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Creative Capital Management Investments LLC
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Stephenson National Bank & Trust
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Snowden Capital Advisors LLC
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TDSB - Exchange Listed Funds Trust - Cabana Target Drawdown 7 ETF
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Oak Wealth Advisors LLC
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Tudor Investment Corp Et Al
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Parkside Financial Bank & Trust
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Full Sail Capital, LLC
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Christopher J. Hasenberg, Inc
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Vannoy Advisory Group, Inc.
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Joel Isaacson & Co., LLC
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WFA of San Diego, LLC
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Vise Technologies, Inc.
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Hanson & Doremus Investment Management
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Foster Group, Inc.
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Wick Capital Partners, LLC
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Insigneo Advisory Services, Llc
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Balance Wealth, LLC
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MCF Advisors LLC
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Ami Investment Management Inc
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One Degree Advisors Inc
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Callan Family Office, LLC
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First Manhattan Co
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Frank, Rimerman Advisors LLC
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Chicago Partners Investment Group LLC
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Bank Of Hawaii
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FC Advisory LLC
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DecisionMap Wealth Management, LLC
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Capital Investment Advisors, LLC
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Sellwood Investment Partners LLC
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Round Rock Advisors, LLC
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Tower Research Capital LLC (TRC)
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GPS Wealth Strategies Group, LLC
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Westside Investment Management, Inc.
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Marcum Wealth, LLC
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Foster & Motley Inc
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Private Advisor Group, LLC
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Cedar Mountain Advisors, LLC
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Anderson Hoagland & Co
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BridgePort Financial Solutions, LLC
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Icon Wealth Advisors, LLC
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Accredited Investors Inc.
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Silverlake Wealth Management Llc
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Moisand Fitzgerald Tamayo, LLC
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Nilsine Partners, LLC
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Hayek Kallen Investment Management
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Moody National Bank Trust Division
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Axis Wealth Partners, LLC
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Grove Bank & Trust
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Visionary Wealth Advisors
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One Capital Management, LLC
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Huntington National Bank
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Moser Wealth Advisors, LLC
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Sand Hill Global Advisors, LLC
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Avantax Advisory Services, Inc.
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Beacon Wealthcare LLC
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Nemes Rush Group LLC
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King Luther Capital Management Corp
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Next Level Wealth Planning, LLC
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Elmwood Wealth Management, Inc.
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Fairview Capital Investment Management, Llc
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Boxwood Ventures, Inc.
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Hexagon Capital Partners LLC
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Shared Vision Wealth Group LLC
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Cambria Investment Management, L.P.
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Schneider Downs Wealth Management Advisors, LP
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Pinnacle Bancorp, Inc.
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Costello Asset Management, INC
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Studio Investment Management Llc
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Manuka Financial, LLC
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PKS Advisory Services, LLC
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Iron Financial, LLC
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Lebenthal Global Advisors, LLC
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Covestor Ltd
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HighTower Advisors, LLC
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Heritage Investment Group, Inc.
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IHT Wealth Management, LLC
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ShoreHaven Wealth Partners, LLC
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Essex Financial Services, Inc.
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Elgethun Capital Management
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Capital Performance Advisors Llp
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Goldman Sachs Group Inc
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Traction Financial Partners, LLC
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Ameriprise Financial Inc
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First Trust Advisors Lp
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Sheridan Capital Management, LLC
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Heartwood Wealth Advisors LLC
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Hummer Financial Advisory Services Inc
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Journey Beyond Wealth, LLC
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Progressive Investment Management Corp
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Evolution Advisers, Inc.
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Commonwealth Equity Services, Llc
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Keebeck Wealth Management, LLC
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Fortis Capital Advisors, LLC
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Meridian Wealth Management, LLC
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Kings Path Partners LLC
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Roberts Glore & Co Inc /il/
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Kondo Wealth Advisors, Inc.
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SRS Capital Advisors, Inc.
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Pinnacle Financial Partners Inc
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Exencial Wealth Advisors, Llc
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Carrera Capital Advisors
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Park Avenue Securities Llc
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J.w. Cole Advisors, Inc.
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Strategic Investment Solutions, Inc. /IL
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Stephens Inc /ar/
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AE Wealth Management LLC
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Crabel Capital Management, LLC
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EverSource Wealth Advisors, LLC
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Emerald Investment Partners, Llc
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Nbt Bank N A /ny
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FSA Advisors, Inc.
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Access Financial Services, Inc.
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State Of Wisconsin Investment Board
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AdvisorNet Financial, Inc
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Sunflower Bank, N.A.
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Wealth Alliance
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Alpha Cubed Investments, LLC
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Sonata Capital Group Inc
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Physician Wealth Solutions Inc.
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Pinnacle Wealth Management Advisory Group, LLC
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Transcend Wealth Collective, Llc
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Arete Wealth Advisors, LLC
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Petra Financial Advisors Inc
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Glassman Wealth Services
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SP Asset Management LLC
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SpringVest Wealth Management LLC
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Pflug Koory, LLC
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First Horizon Advisors, Inc.
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GWM Advisors LLC
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Mayfair Advisory Group, LLC
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Bristlecone Advisors, LLC
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Pandora Wealth, Inc.
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City State Bank
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CENTRAL TRUST Co
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10Elms LLP
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Adviser Investments LLC
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Naples Global Advisors, Llc
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Haven Private, LLC
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180 Wealth Advisors, Llc
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Black Diamond Financial, LLC
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Capital Analysts, Inc.
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Shakespeare Wealth Management, Inc.
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Susquehanna International Group, Llp
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BCGM Wealth Management, LLC
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Disciplined Investments, LLC
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Uhlmann Price Securities, Llc
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Cerity Partners LLC
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Financial Engines Advisors L.L.C.
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Lane & Associates LLC
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Embree Financial Group
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Sagespring Wealth Partners, Llc
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Hilltop Partners LLC
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Sargent Investment Group, LLC
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Valley Forge Investment Consultants Inc Adv
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CoreCap Advisors, LLC
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GSG Advisors LLC
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Values Added Financial LLC
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Wells Fargo & Company/mn
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Compass Planning Associates Inc
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Truist Financial Corp
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WealthPlan Investment Management, LLC
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SigFig Wealth Management, LLC
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Dogwood Wealth Management LLC
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Miracle Mile Advisors, LLC
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Valeo Financial Advisors, LLC
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Trinity Financial Advisors LLC
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Atria Wealth Solutions, Inc.
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Exchange Capital Management, Inc.
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Enclave Advisors LLC
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Claro Advisors LLC
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Farther Finance Advisors, LLC
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Jump Financial, LLC
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Western Pacific Wealth Management, LP
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Oakworth Capital, Inc.
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Financial Network Wealth Advisors LLC
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Arlington Trust Co LLC
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Nicholas Hoffman & Company, LLC.
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EnRich Financial Partners LLC
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TPG Advisors LLC
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Red Tortoise LLC
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Hoxton Planning & Management, LLC
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Perennial Advisors, LLC
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Sage Rhino Capital Llc
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Flagship Harbor Advisors, Llc
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Sawgrass Asset Management Llc
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Per Stirling Capital Management, LLC.
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Northstar Group, Inc.
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Capital Insight Partners, Llc
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OneAscent Family Office, LLC
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Regions Financial Corp
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Goodman Advisory Group, LLC
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RiverFront Investment Group, LLC
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Center for Financial Planning, Inc.
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Pathstone Holdings, LLC
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Nvwm, Llc
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Ogorek Anthony Joseph /ny/ /adv
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Beverly Hills Private Wealth, LLC
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Titan Global Capital Management Usa Llc
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Northwestern Mutual Wealth Management Co
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American National Bank
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Quantum Financial Planning Services, Inc.
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Optas, LLC
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Truepoint, Inc.
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New Millennium Group LLC
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Spire Wealth Management
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Cape Investment Advisory, Inc.
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Trinity Wealth Management, LLC
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Minot DeBlois Advisors LLC
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Prestige Wealth Management Group LLC
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Versant Capital Management, Inc
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Whittier Trust Co
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Fort Point Capital Partners LLC
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Busey Wealth Management
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Brucke Financial, Inc.
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HB Wealth Management, LLC
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DiMeo Schneider & Associates, L.L.C.
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GEN Financial Management, INC.
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FSM Wealth Advisors, LLC
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Sovereign Financial Group, Inc.
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CWA Asset Management Group, LLC
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Country Club Bank /gfn
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UNIVEST FINANCIAL Corp
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1832 Asset Management L.P.
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Ssa Swiss Advisors Ag
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Morgan Stanley
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Blair William & Co/il
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Ancora Advisors, LLC
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Trellis Wealth Advisors LLC
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Forum Private Client Group LLC
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Insight Wealth Strategies, LLC
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Kohmann Bosshard Financial Services, LLC
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25 Llc
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Waldron Private Wealth LLC
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Prospect Financial Group LLC
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We Are One Seven, LLC
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Forum Financial Management, LP
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Eaton Financial Holdings Company, LLC
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Fort Washington Investment Advisors Inc /oh/
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Compass Advisory Group LLC
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Hughes Financial Services, LLC
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Avantax Planning Partners, Inc.
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Strathmore Capital Advisors, Inc.
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Benchmark Wealth Management, LLC
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Ckw Financial Group
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Csenge Advisory Group
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Schiavi & Co LLC
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Lockerman Financial Group, Inc.
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Townsquare Capital Llc
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First National Corp /ma/ /adv
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Mitchell Mcleod Pugh & Williams Inc
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Wealth Management Nebraska
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Sollinda Capital Management LLC
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My Purposeful Wealth Corp.
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Jfs Wealth Advisors, Llc
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Mason & Associates Inc
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Chatham Capital Group, Inc.
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Dagco, Inc.
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Summit Trail Advisors, Llc
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Certus Wealth Management, LLC
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Net Worth Advisory Group
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WPG Advisers, LLC
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Royal Bank Of Canada
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Financial Freedom, LLC
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NewEdge Wealth, LLC
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Atlantic Edge Private Wealth Management, LLC
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Wood Tarver Financial Group, LLC
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Valley Financial Group, Inc.
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Horizons Wealth Management
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Beacon Pointe Advisors, LLC
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Latitude Advisors, LLC
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Bailard, Inc.
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Asio Capital, LLC
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Prospect Financial Services LLC
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Stairway Partners, LLC
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Captrust Financial Advisors
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Keybank National Association/oh
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Dohj, Llc
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MAI Capital Management
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Sanibel Captiva Trust Company, Inc.
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CFO4Life Group, LLC
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Blankinship & Foster, LLC
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Advyzon Investment Management, LLC
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Sigma Planning Corp
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Verum Partners LLC
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Baird Financial Group, Inc.
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Mb, Levis & Associates, Llc
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Thoma Capital Management LLC
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Integrated Wealth Concepts LLC
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Foundations Investment Advisors, LLC
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First Affirmative Financial Network
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FF Advisors,LLC
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Spinnaker Investment Group, LLC
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Mutual Advisors, LLC
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Presilium Private Wealth, Llc
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Dunhill Financial, LLC
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TPG Financial Advisors, LLC
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Brown Advisory Inc
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Lazard Asset Management Llc
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First Pacific Financial
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Archford Capital Strategies, LLC
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Bartlett & Co. Wealth Management Llc
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Walkner Condon Financial Advisors LLC
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Fiduciary Trust Co
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Opal Wealth Advisors, LLC
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Weatherly Asset Management L. P.
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Vermillion Wealth Management, Inc.
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Kestra Advisory Services, LLC
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Proffitt & Goodson Inc
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Cambridge Investment Research Advisors, Inc.
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BIP Alliance, LLC
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Eastern Bank
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Mustard Seed Financial, LLC
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O'shaughnessy Asset Management, Llc
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Taylor Hoffman Capital Management LLC
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Mml Investors Services, Llc
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High Probability Advisors, LLC
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Garde Capital, Inc.
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Davidson Investment Advisors
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Whalen Wealth Management Inc.
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Farmers & Merchants Trust Co of Chambersburg PA
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Pacific Point Advisors, LLC
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Apella Capital, LLC
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Hartmann Taylor Wealth Management, LLC
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Evergreen Capital Management Llc
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Rede Wealth, LLC
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Financial Strategies Group, Inc.
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TCG Advisory Services, LLC
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Quantinno Capital Management LP
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Hudock, Inc.
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IMG Wealth Management, Inc.
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Nabity-Jensen Investment Management Inc
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Tull Financial Group, Inc.
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Jackson, Grant Investment Advisers, Inc.
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First Financial Corp /in/
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Lpwm Llc
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Websterrogers Financial Advisors, Llc
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Summit Asset Management, LLC
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Narus Financial Partners, LLC
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TAGStone Capital, Inc.
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Wealthgarden F.s. Llc
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Golden Bell Financial Planning LLC
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Braun-Bostich & Associates Inc.
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Tenret Co LLC
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Financial Life Advisors
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Putnam Fl Investment Management Co
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Millstone Evans Group, LLC
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Private Capital Management Llc
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Wheelhouse Advisory Group LLC
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Cetera Investment Advisers
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Congress Wealth Management LLC / DE /
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PrairieView Partners, LLC
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Encompass Wealth Advisors, Llc
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Hurlow Wealth Management Group, Inc.
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Liberty Square Wealth Partners Llc
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Mullooly Asset Management, Inc.
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D.a. Davidson & Co.
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Merit Financial Group, LLC
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Wedbush Securities Inc
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Beacon Bridge Wealth Partners, LLC
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Hartland & Co., LLC
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Astoria Strategic Wealth, Inc.
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Wealth Alliance Advisory Group, LLC
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Middleton & Co Inc/ma
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Peoples Bank /oh
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Birchbrook, Inc.
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New York Life Investment Management Llc
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Sequoia Financial Advisors, LLC
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Independent Wealth Network Inc.
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Apex Wealth Management, LLC
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Curio Wealth, Llc
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Litman Gregory Asset Management LLC
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GeoWealth Management, LLC
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WealthCollab, LLC
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D. E. Shaw & Co., Inc.
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Financial Network Wealth Management LLC
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Timonier Family Office, LTD.
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Bright Financial Advisors, Inc.
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McIlrath & Eck, LLC
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Paragon Capital Management Ltd
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Capital Asset Advisory Services LLC
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Wayfinding Financial, LLC
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Jacobson & Schmitt Advisors, Llc
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Single Point Partners, LLC
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Lynx Investment Advisory
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Wrenne Financial Planning LLC
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Silver Oak Advisory Group, Inc.
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Sunesis Advisors, LLC
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Moseley Investment Management Inc
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Armstrong Advisory Group, Inc
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BSW Wealth Partners
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FENCX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Municipal Income Fund
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First Heartland Consultants, Inc.
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Centiva Capital, LP
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Duncan Williams Asset Management, LLC
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Pnc Financial Services Group, Inc.
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Seeds Investor Llc
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Pure Portfolios Holdings Llc
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Keener Financial Planning LLC
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Financial Connections Group, Inc.
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Bragg Financial Advisors, Inc
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Kraft Asset Management, Llc
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Simon Quick Advisors, Llc
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Midwestern Financial, LLC /IA
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Umb Bank N A/mo
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RiverGlades Family Offices LLC
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MFA Wealth Services
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First Merchants Corp
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Delos Wealth Advisors, LLC
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Siligmueller & Norvid Wealth Advisors LLC
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Legacy Financial Advisors, Inc.
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Compass Financial Group, INC/SD
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Stewardship Advisors, LLC
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FSC Wealth Advisors, LLC
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Accredited Investor Services, Llc
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Td Private Client Wealth Llc
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Cornerstone Planning Group LLC
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Lakewood Asset Management LLC
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Scott Capital Advisors, LLC
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NorthStar Asset Management LLC /NJ/
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Wolff Wiese Magana Llc
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Glenview Trust Co
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Aspire Private Capital, LLC
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Bank of New York Mellon Corp
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Mallini Complete Financial Planning LLC
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NFP Retirement, Inc.
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IMPACTfolio, LLC
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Skopos Labs, Inc.
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Magnus Financial Group LLC
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Baron Silver Stevens Financial Advisors, Llc
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Thrivent Financial For Lutherans
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Leonard Rickey Investment Advisors P.L.L.C.
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Integrated Advisors Network LLC
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Kanawha Capital Management Llc
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Belvedere Trading LLC
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Culbertson A N & Co Inc
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EPG Wealth Management LLC
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Lifeworks Advisors, LLC
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Brighton Jones Llc
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Seaside Wealth Management, Inc.
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Avestar Capital, LLC
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Northern Lights Fund Trust - Ocean Park Diversified Income ETF
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Eclectic Associates Inc /adv
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Checchi Capital Advisers, LLC
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Jones Financial Companies Lllp
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Crewe Advisors LLC
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IMA Wealth, Inc.
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GW&K Investment Management, LLC
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Steel Peak Wealth Management LLC
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Colony Group, LLC
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MEMBERS Trust Co
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Oregon Pacific Wealth Management, LLC
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Mason Investment Advisory Services, Inc.
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Watershed Private Wealth Llc
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Tilson Financial Group, Inc.
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Redwood Investment Management, Llc
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Fiduciary Wealth Partners, LLC
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American Investment Services, Inc.
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Renaissance Technologies Llc
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Advisory Services Network, LLC
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Brewster Financial Planning LLC
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Comerica Bank
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Burney Co/
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Bouchey Financial Group Ltd
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Tortoise Investment Management, LLC
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UBS Group AG
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Bank Of Montreal /can/
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Graney & King, LLC
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Brand Asset Management Group, Inc.
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Bond & Devick Financial Network, Inc.
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Bedel Financial Consulting, Inc.
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Quotient Wealth Partners, LLC
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Pine Harbor Wealth Management, LLC
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Ethos Financial Group, LLC
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Eq Wealth Advisors, Llc
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Lodestar Private Asset Management Llc
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Financial Futures Ltd Liability Co.
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Citigroup Inc
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Allodium Investment Consultants, LLC
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BLB&B Advisors, LLC
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Willow Creek Wealth Management Inc.
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High Net Worth Advisory Group LLC
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Seneca Financial Advisors LLC
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Principal Securities, Inc.
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Whittier Trust Co Of Nevada Inc
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SwitchPoint Financial Planning, LLC
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Synovus Financial Corp
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Good Life Advisors, LLC
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Wells Financial Advisors INC
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Riversedge Advisors, Llc
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First Citizens Bank & Trust Co
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LVW Advisors, LLC
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Icapital Wealth Llc
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ORG Partners LLC
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Altiora Financial Group, LLC
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Long Island Wealth Management, Inc.
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Advisory Alpha, LLC
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Members Wealth Llc
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May Hill Capital, LLC
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Atomi Financial Group, Inc.
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Moors & Cabot, Inc.
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Sfm, Llc
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Citadel Advisors Llc
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SILVER OAK SECURITIES, Inc
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Attessa Capital LLC
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Farrell Financial LLC
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Barnes Wealth Management Group, Inc
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Bessemer Group Inc
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Ritter Daniher Financial Advisory LLC / DE
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ORG Wealth Partners, LLC
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FDx Advisors, Inc.
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Gleason Group, Inc.
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Manning & Napier Advisors Llc
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Callan Capital, LLC
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Shade Tree Advisors LLC
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National Asset Management, Inc.
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Crews Bank & Trust
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Axxcess Wealth Management, Llc
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LongView Wealth Management
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|
Hills Bank & Trust Co
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|
PMIO - PGIM ETF TRUST - PGIM Municipal Income Opportunities ETF
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VestGen Advisors, LLC
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W.H. Cornerstone Investments Inc.
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Apeiron RIA LLC
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Wbh Advisory Inc
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Asset Dedication, LLC
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Jordan Park Group LLC
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Facet Wealth, Inc.
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Empower Advisory Group, LLC
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Oppenheimer & Co Inc
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Alhambra Investment Partners LLC
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Ausdal Financial Partners, Inc.
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Ascent Wealth Partners, LLC
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Fonville Wealth Management LLC
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My Legacy Advisors, LLC
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Rockbridge Investment Management, LCC
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Fairscale Capital, LLC
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West Michigan Advisors, Llc
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Conscious Wealth Investments, Llc
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Rothschild Investment Llc
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Vanguard Group Inc
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Montag A & Associates Inc
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Elm Partners Management LLC
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Fisher Asset Management, LLC
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Syntegra Private Wealth Group, LLC
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Financial Guidance Group, Inc.
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Roof Eidam & Maycock/adv
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United Advisor Group, LLC
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Neumann Capital Management, LLC
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SCS Capital Management LLC
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Alliance Wealth Advisors, LLC
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LGT Financial Advisors LLC
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Trust Co Of Toledo Na /oh/
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Signature Estate & Investment Advisors Llc
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Argonautica Private Wealth Management, Inc
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Betterment LLC
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Landaas & Co /wi /adv
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High Falls Advisors, Inc
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Prosperity Planning, Inc.
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Us Bancorp \de\
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Brown Wealth Management, Llc
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JNBA Financial Advisors
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RMR Wealth Builders
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Souders Financial Advisors
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Old National Bancorp /in/
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Kathleen S. Wright Associates Inc.
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FLC Capital Advisors
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One Wealth Advisors, LLC
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Pitcairn Co
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Allen Investment Management LLC
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Golden State Equity Partners
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Valmark Advisers, Inc.
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Ruggaard & Associates LLC
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Vermillion & White Wealth Management Group, LLC
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FourThought Financial Partners, LLC
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Procyon Private Wealth Partners, LLC
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Envision Financial LLC
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Wsfs Capital Management, Llc
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W Advisors, Llc
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Hollencrest Capital Management
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VSM Wealth Advisory, LLC
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Centennial Bank/AR/
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Foster Victor Wealth Advisors, LLC
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Sax Wealth Advisors, Llc
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Diversify Advisory Services, LLC
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L.K. Benson & Company, P.C.
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Johnson Bixby & Associates, LLC
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Rsm Us Wealth Management Llc
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Horizon Investments, LLC
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HBK Sorce Advisory LLC
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Retirement Wealth Solutions LLC
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Parallel Advisors, LLC
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Wealthfront Advisers Llc
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Colony Family Offices, LLC
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Curbstone Financial Management Corp
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McGlone Suttner Wealth Management, Inc.
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Princeton Global Asset Management LLC
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Nisa Investment Advisors, Llc
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Prospera Capital Management, LLC
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Mather Group, Llc.
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Boyd Wealth Management, LLC
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Sincerus Advisory, LLC
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Stage Harbor Financial, Llc
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Chesley Taft & Associates LLC
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Harbour Investment Management Llc
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Savvy Advisors, Inc.
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NewSquare Capital LLC
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Arkadios Wealth Advisors
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Zhang Financial LLC
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Newman Dignan & Sheerar, Inc.
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Lakeridge Wealth Management LLC
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Patron Partners Advisors, Llc
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BCS Wealth Management
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McAdam, LLC
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Cherry Tree Wealth Management, LLC
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Cahaba Wealth Management, Inc.
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Eagle Global Advisors Llc
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Capital Advisors Wealth Management, LLC
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Koesten, Hirschmann & Crabtree, INC.
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Ameritas Investment Partners, Inc.
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West Financial Advisors, LLC
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Envision Financial Planning, LLC
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Brinker Capital Investments, LLC
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Cornerstone Advisors Asset Management, Inc
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RFG Advisory, LLC
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Burt Wealth Advisors
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AlphaStar Capital Management, LLC
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Wealthspire Advisors, LLC
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Mattern Wealth Management LLC
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O'ROURKE & COMPANY, Inc
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Cahill Financial Advisors Inc
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TD Capital Management LLC
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Moller Financial Services
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Lutz Financial Services LLC
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Rosenberg Matthew Hamilton
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Summit Financial, LLC
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UMA Financial Services, Inc.
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Stratos Wealth Partners, LTD.
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Journey Strategic Wealth Llc
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Wetherby Asset Management Inc
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Brandywine Oak Private Wealth Llc
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Leo Wealth, LLC
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Cypress Wealth Services, LLC
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Stonebridge Financial Group, LLC
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Patriot Investment Management Inc.
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Lansing Street Advisors
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Laurel Wealth Advisors LLC
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Mayport, Llc
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Theory Financial Llc
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Root Financial Partners, LLC
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Deutsche Bank Ag\
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Lodestone Wealth Management LLC
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CX Institutional
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Element Pointe Advisors, Llc
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Jane Street Group, Llc
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SOUTH STATE Corp
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TSA Wealth Managment LLC
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Concurrent Investment Advisors, LLC
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Cooper/haims Advisors, Llc
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Greenup Street Wealth Management Llc
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Keyvantage Wealth, Llc
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RTD Financial Advisors, Inc.
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Modern Wealth Management, LLC
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Paladin Advisory Group, LLC
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CIBC Private Wealth Group, LLC
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Garrett Investment Advisors LLC
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Aqr Capital Management Llc
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DAVENPORT & Co LLC
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PAX Financial Group, LLC
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Aspen Wealth Strategies, LLC
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James Investment Research Inc
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Prospera Financial Services Inc
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Balanced Rock Investment Advisor
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Winthrop Capital Management, LLC
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First American Trust, Fsb
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Robertson Stephens Wealth Management, LLC
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CPR Investments Inc.
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Clark Financial Services Group Inc /bd
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Ade, Llc
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Veracity Capital LLC
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TriaGen Wealth Management LLC
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Kestra Investment Management, LLC
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Stokes Family Office, LLC
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Keystone Financial Group, Inc.
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Lincoln Capital Corp
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Schwallier Wealth Management LLC
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XY Planning Network, Inc.
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McNamara Financial Services, Inc.
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Ackerman Capital Advisors, LLC
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Signaturefd, Llc
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Independent Advisor Alliance
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Tiaa Trust, National Association
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Warren Averett Asset Management, LLC
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Horan Securities, Inc.
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Continuum Advisory, LLC
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Avenue 1 Advisors, LLC
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S.A. Mason LLC
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Norden Group Llc
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Mount Yale Investment Advisors, LLC
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First Citizens Financial Corp
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Wealth Dimensions Group, Ltd.
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Galvin, Gaustad & Stein, LLC
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Madison Wealth Partners, Inc
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Mercer Global Advisors Inc /adv
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Bleakley Financial Group, LLC
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Financial Perspectives, Inc
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SlateStone Wealth, LLC
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Genesis Private Wealth, Llc
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American Financial Advisors, LLC
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Edge Financial Advisors LLC
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Shepherd Kaplan Krochuk, Llc
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Change Path, LLC
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Salomon & Ludwin, LLC
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N.E.W. Advisory Services LLC
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Richardson Financial Services Inc.
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Legacy Capital Wealth Partners, LLC
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AlphaCore Capital LLC
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Integrity Wealth Solutions LLC
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Assetmark, Inc
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Life Planning Partners, Inc
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Hobbs Group Advisors, LLC
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Jordan Park Trust Co LLC
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Aletheian Wealth Advisors LLC
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Westfuller Advisors, LLC
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Abound Wealth Management
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Cardiff Park Advisors, Llc
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Heritage Wealth Management, Inc.
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DNMZX - PRUDENTIAL NATIONAL MUNI FUND, INC. - PGIM NATIONAL MUNI FUND Class Z
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RCS Financial Planning, LLC
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Rockefeller Capital Management L.P.
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Verus Wealth Management, Llc
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Umpqua Bank
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New Republic Capital, LLC
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Regal Investment Advisors LLC
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Ameritas Advisory Services, LLC
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White Lighthouse Investment Management Inc.
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Farmers & Merchants Investments Inc
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Crestwood Advisors Group LLC
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Gray Private Wealth, LLC
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Vested Financial Planning, LLC
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Breakwater Investment Management
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Pensionmark Financial Group, Llc
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Triad Wealth Partners, LLC
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Security National Bank
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Joel Adams & Associates, Inc.
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Luminvest Wealth Management LLC
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Elequin Capital Lp
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Cwm, Llc
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Global Strategic Investment Solutions, LLC
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Opes Wealth Management LLC
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Phillips Financial Management, Llc
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L2 Asset Management, LLC
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San Luis Wealth Advisors LLC
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Hilltop Wealth Advisors, Llc
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Sterling Wealth Management, Inc.
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XTX Topco Ltd
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New Insight Wealth Advisors
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Graves-Light Private Wealth Management, Inc.
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Russell Investments Group, Ltd.
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Summit Wealth Group, LLC
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Lido Advisors, LLC
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U.S. Capital Wealth Advisors, LLC
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Simplex Trading, Llc
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LifePlan Investment Advisors, Inc.
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Apexium Financial, Lp
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Revisor Wealth Management LLC
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Winthrop Advisory Group LLC
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Sei Investments Co
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Dynasty Wealth Management, Llc
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Sowell Financial Services LLC
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Equita Financial Network, Inc.
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Global Financial Private Client, LLC
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Magnolia Private Wealth, LLC
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Spirepoint Private Client, Llc
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Capital Investment Services of America, Inc.
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Ariston Services Group
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a16z Perennial Management, L.P.
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Astoria Portfolio Advisors LLC.
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Planwiser Financial, Llc
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Caliber Wealth Management, LLC / KS
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Meridian Wealth Partners, LLC
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Dakota Wealth Management
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Towneley Capital Management, Inc / DE
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Wedmont Private Capital
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Buckingham Strategic Partners
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Atlantic Union Bankshares Corp
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OMNI 360 Wealth, Inc.
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Resonant Capital Advisors, LLC
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IFP Advisors, Inc
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Verus Capital Partners, Llc
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LM Advisors LLC
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Charles Schwab Trust Co
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Grandview Asset Management LLC
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TBH Global Asset Management, LLC
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Calton & Associates, Inc.
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GHP Investment Advisors, Inc.
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Maryland Capital Advisors Inc.
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Fidelis Capital Partners, LLC
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Northland Capital Management LLC
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Northern Oak Wealth Management Inc
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Frazier Financial Advisors, LLC
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Holistic Planning, LLC
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Corrigan Financial, Inc.
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Orcam Financial Group
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Natixis Advisors, L.p.
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Sage Mountain Advisors LLC
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Janney Montgomery Scott LLC
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Eaton-Cambridge Inc.
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Avidian Wealth Solutions, LLC
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K2 Financial Inc.
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Helen Stephens Group, LLC
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Evolution Wealth Advisors, LLC
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Forefront Analytics, LLC
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Global Wealth Management Investment Advisory, Inc.
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Argent Trust Co
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Global Trust Asset Management, LLC
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Unison Advisors LLC
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Ascent Group, LLC
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Everest Management Corp.
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Coastline Trust Co
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Cascade Financial Partners, LLC
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Hirtle Callaghan & Co LLC
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LifeGoal Wealth Advisors
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HHM Wealth Advisors, LLC
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C M Bidwell & Associates Ltd
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Cooksen Wealth, LLC
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General Partner, Inc.
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Wealth Enhancement Advisory Services, Llc
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Vicus Capital
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GAMMA Investing LLC
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PFG Investments, LLC
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Mascoma Wealth Management LLC
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Alaethes Wealth LLC
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SPMFX - Symmetry Panoramic Trust - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares
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Qube Research & Technologies Ltd
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Private Wealth Asset Management, LLC
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Peregrine Asset Advisers, Inc.
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Envestnet Asset Management Inc
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Allen Capital Group, LLC
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Clear Investment Research, Llc
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TCI Wealth Advisors, Inc.
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Verdence Capital Advisors LLC
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Sfmg, Llc
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Harbour Investments, Inc.
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QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF
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Howe & Rusling Inc
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CVA Family Office, LLC
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Franklin Resources Inc
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Old Mission Capital Llc
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Motive Wealth Advisors
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Rockwood Wealth Management, LLC
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HCR Wealth Advisors
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Cary Street Partner Investment Advisory Llc
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LRI Investments, LLC
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Retirement Investment Advisors, Inc.
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Tme Financial, Inc.
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Glassy Mountain Advisors, Inc.
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Bear Mountain Capital, Inc.
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Tsfg, Llc
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McKinley Carter Wealth Services, Inc.
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Blue Bell Private Wealth Management, Llc
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Clune & Associates, Ltd.
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Rialto Wealth Management, LLC
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Longview Financial Advisors LLC
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
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Note Advisors, LLC
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JP Wealth Management, Inc.
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Fft Wealth Management Llc
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Kovitz Investment Group Partners, LLC
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StoneX Group Inc.
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Washington Trust Advisors, Inc.
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Verisail Partners, LLC
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PFW Advisors LLC
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Moneywise, Inc.
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Midwest Trust Co
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PMV Capital Advisers, LLC
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Quadrant Private Wealth Management, LLC
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Bell Investment Advisors, Inc
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Integrity Investment Advisors, LLC
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Daymark Wealth Partners, Llc
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Jpmorgan Chase & Co
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Aprio Wealth Management, LLC
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Collective Family Office Llc
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Bfsg, Llc
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Trust Co
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Sandy Spring Bank
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MGO Private Wealth, LLC
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Cyr Financial Inc.
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Ashton Thomas Securities, Llc
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Janney Capital Management LLC
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Riverview Trust Co
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Founders Financial Securities Llc
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Keystone Financial Group
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Grey Fox Wealth Advisors, LLC
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Clear Creek Financial Management, LLC
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Ritholtz Wealth Management
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Sound Income Strategies, LLC
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Hanover Advisors Inc
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Ameriflex Group, Inc.
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Relyea Zuckerberg Hanson LLC
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Innovative Wealth Building LLC
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Northern Trust Corp
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Topsail Wealth Management, LLC
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Steele Capital Management, Inc.
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Highline Wealth Partners Llc
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Dynamic Advisor Solutions LLC
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Bridgewealth Advisory Group, LLC
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Brio Consultants, LLC
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Passive Capital Management, LLC.
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Watchman Group, Inc.
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Lokken Investment Group LLC
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Penobscot Wealth Management
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Investors Research Corp
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Everhart Financial Group, Inc.
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Aviance Capital Partners, LLC
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Rainey & Randall Investment Management Inc.
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Wealth Management Resources, Inc.
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PDS Planning, Inc
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Private Trust Co Na
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Carl P. Sherr & Co., LLC
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Atlas Legacy Advisors, LLC
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American Financial & Tax Strategies Inc
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Allegiance Financial Group Advisory Services LLC
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North Star Investment Management Corp.
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Conquis Financial Llc
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BTG Pactual Asset Management US LLC
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Stonebridge Capital Advisors LLC
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Simplicity Wealth,LLC
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Holos Integrated Wealth LLC
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Thompson Siegel & Walmsley Llc
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Kuhn & Co Investment Counsel
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Aptus Capital Advisors, LLC
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Nicolet Advisory Services, Llc
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Allworth Financial LP
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Verus Financial Partners, Inc.
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Ieq Capital, Llc
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Nwam Llc
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Private Client Services, Llc
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Massmutual Trust Co Fsb/adv
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Benjamin Edwards Inc
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Keystone Global Partners, LLC
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Wolff Financial Management Llc
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Plum Street Advisors, LLC
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Sigma Investment Counselors Inc
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Firethorn Wealth Partners, Llc
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Elser Financial Planning, Inc
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Compass Capital Corp /ma/ /adv
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Cannon Financial Strategists, Inc.
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ABLE Financial Group, LLC
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Regimen Wealth, Llc
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VisionPoint Advisory Group, LLC
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Mason & Associates, LLC
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Stone Point Wealth LLC
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Alesco Advisors Llc
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Von Berge Wealth Management Group, LLC
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Albion Financial Group /ut
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Southland Equity Partners LLC
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Leverty Financial Group, LLC
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Willis Johnson & Associates, Inc.
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HT Partners LLC
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Tenon Financial LLC
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Strategic Financial Services, Inc,
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Kendall Capital Management
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Victory Financial Group, Llc
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Elevate Wealth Advisory, Inc
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Roman Butler Fullerton & Co
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Meredith Wealth Planning
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Snider Financial Group
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Burling Wealth Partners, Llc
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Rockland Trust Co
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Evernest Financial Advisors, LLC
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Stordahl Capital Management, Inc.
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Beaird Harris Wealth Management, LLC
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Occidental Asset Management, LLC
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OneAscent Financial Services LLC
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Bordeaux Wealth Advisors LLC
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Beaumont Financial Advisors, LLC
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Main Street Financial Solutions, LLC
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Breakwater Capital Group
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Fulton Bank, N.a.
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Partners in Financial Planning
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Cornerstone Wealth Management, LLC
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Glen Eagle Advisors, LLC
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Pineridge Advisors LLC
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TruNorth Capital Management, LLC
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Diversified Enterprises, LLC
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Annex Advisory Services, LLC
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Apollon Wealth Management, LLC
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Fifth Third Bancorp
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Revolve Wealth Partners, LLC
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Avid Wealth Partners LLC
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Key FInancial Inc
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Precedent Wealth Partners, Llc
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Morningstar Investment Services LLC
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Transce3nd, LLC
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Bank Of America Corp /de/
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Lazard Freres Gestion S.A.S.
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GenTrust, LLC
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Intergy Private Wealth, LLC
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Family Investment Center, Inc.
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Bowman & Co S.C.
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DHJJ Financial Advisors, Ltd.
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Freestone Capital Holdings, LLC
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FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund
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Sentinus, LLC
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State Farm Mutual Automobile Insurance Co
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Diversified Portfolios, Inc.
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Texas Capital Bank Wealth Management Services Inc
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Capstone Financial Advisors, Inc.
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Liberty Capital Management, Inc.
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Grand Wealth Management, Llc
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Geneos Wealth Management Inc.
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Heritage Financial Services, LLC
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Spurstone Advisory Services, LLC
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Founders Grove Wealth Partners, Llc
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Twele Capital Management, Inc.
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Fmr Llc
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Pinnacle Associates Ltd
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Eagle Rock Investment Company, Llc
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Morton Brown Family Wealth, LLC
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Laird Norton Trust Company, Llc
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Envestnet Portfolio Solutions, Inc.
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Soltis Investment Advisors LLC
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Keel Point, LLC
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Vestmark Advisory Solutions, Inc.
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Financial Architects, LLC
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Roth Financial Partners LLC
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Linscomb & Williams, Inc.
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Symphony Financial, Ltd. Co.
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Sepio Capital, LP
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Hancock Whitney Corp
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Edgestream Partners, L.P.
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Rochester Wealth Strategies, LLC
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Pure Financial Advisors, Inc.
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Financial Advocates Investment Management
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Spectrum Wealth Counsel, LLC
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Silver Coast Investments LLC
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CLSM - Exchange Listed Funds Trust - Cabana Target Leading Sector Moderate ETF
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SageView Advisory Group, LLC
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Wiley Bros.-aintree Capital, Llc
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Navalign, LLC
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Sapient Capital Llc
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Smartleaf Asset Management LLC
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Brooklyn FI, LLC
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Rise Advisors, LLC
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Great Valley Advisor Group, Inc.
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Perigon Wealth Management, LLC
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Kestra Private Wealth Services, Llc
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Addison Advisors LLC
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Pin Oak Investment Advisors Inc
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Equitable Holdings, Inc.
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Diversify Wealth Management, Llc
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Savant Capital, LLC
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Wealthcare Advisory Partners LLC
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JMG Financial Group, Ltd.
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Maia Wealth LLC
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Ellis Investment Partners, LLC
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Brookstone Capital Management
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Steward Partners Investment Advisory, Llc
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Retirement Planning Group
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Park Place Capital Corp
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Martin Worley Group
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Atria Investments Llc
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Baker Boyer National Bank
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Raymond James Financial Inc
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Painted Porch Advisors LLC
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Veridan Wealth LLC
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LPL Financial LLC
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Sterling Financial Planning, Inc.
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Exchange Traded Concepts, Llc
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Falcon Wealth Planning
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Monticello Wealth Management, Llc
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Schmidt P J Investment Management Inc
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Harbor Asset Planning, Inc.
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ForthRight Wealth Management, LLC
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Orion Portfolio Solutions, LLC
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Creative Financial Designs Inc /adv
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Divergent Planning, LLC
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EP Wealth Advisors, Inc.
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Blume Capital Management, Inc.
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MidWestOne Financial Group, Inc.
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LJI Wealth Management, LLC
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Yeomans Consulting Group, Inc.
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Coston, McIsaac & Partners
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IFG Advisory, LLC
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Newton One Investments LLC
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Hengehold Capital Management Llc
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NorthRock Partners, LLC
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Act Wealth Management, Llc
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United Capital Financial Advisers, Llc
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Agate Pass Investment Management, LLC
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Quaker Wealth Management, LLC
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Capstone Capital Wealth Advisors
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Western Wealth Management, LLC
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Premier Path Wealth Partners, LLC
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Rainier Family Wealth Inc
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Ashton Thomas Private Wealth, LLC
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VanderPol Investments L.L.C.
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Gpwm Llc
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Oak Hill Wealth Advisors, Llc
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Fourth Dimension Wealth, LLC
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Hillsdale Investment Management Inc.
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Great Waters Wealth Management
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Kelman-Lazarov, Inc.
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Bernardo Wealth Planning LLC
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Baker Avenue Asset Management, LP
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Eldridge Investment Advisors, Inc.
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CI Private Wealth, LLC
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Golden State Wealth Management, LLC
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Citizens & Northern Corp
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|
Glass Jacobson Investment Advisors llc
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Belpointe Asset Management LLC
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|
Mokosak Advisory Group, LLC
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|
Prudential Financial Inc
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Cypress Point Wealth Management, LLC
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|
Larson Financial Group LLC
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Hassell Wealth Management, LLC
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Penney Financial, LLC
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Invst, LLC
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Brown Brothers Harriman & Co
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Mayflower Financial Advisors, LLC
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KPP Advisory Services LLC
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Strategic Blueprint, LLC
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ONE Advisory Partners, LLC
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SOA Wealth Advisors, LLC.
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BKD Wealth Advisors, LLC
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Cutler Investment Counsel Llc
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Mma Asset Management Llc
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Global Retirement Partners, LLC
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Prairieview Wealth Partners, Llc
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Gutierrez Wealth Advisory, LLC
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Orgel Wealth Management, LLC
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Cresset Asset Management, LLC
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|
Rossby Financial, LCC
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Avalon Trust Co
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|
M&t Bank Corp
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Tribridge Partners Financial LLC
|
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|
BRYN MAWR TRUST Co
|
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|
Firestone Capital Management
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|
Acorn Wealth Advisors, LLC
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|
Certior Financial Group, Llc
|
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|
RFP Financial Group LLC
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TDSC - Exchange Listed Funds Trust - Cabana Target Drawdown 10 ETF
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Core Wealth Advisors, Inc.
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ARS Wealth Advisors Group, LLC
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NorthCrest Asset Manangement, LLC
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|
Colonial Trust Co / SC
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Keystone Wealth Services, LLC
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|
LaSalle St. Investment Advisors, LLC
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Centurion Wealth Management LLC
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Leeward Financial Partners, LLC
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Resources Investment Advisors, LLC.
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Northcape Wealth Management, Llc
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Clearwater Capital Advisors, LLC
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|
Hallmark Capital Management Inc
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Unique Wealth, Llc
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|
Bridge Generations Wealth Management Llc
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Carnegie Capital Asset Management, LLC
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Prime Capital Investment Advisors, LLC
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Columbus Macro, LLC
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|
DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I
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|
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|
Mattern Capital Management, Llc
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|
Acima Private Wealth, Llc
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|
McNaughton Wealth Management, LLC
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Creative Planning
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Binnacle Investments Inc
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Cultivar Capital, Inc.
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Aspiriant, Llc
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Windward Private Wealth Management Inc.
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Johnson Financial Group, Inc.
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4wealth Advisors, Inc.
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Wetzel Investment Advisors, Inc.
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Evanson Asset Management, LLC
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Vishria Bird Financial Group, LLC
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|
Valley National Advisers Inc
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|
Mariner, LLC
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|
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class
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Advisor Group Holdings, Inc.
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Detalus Advisors, LLC
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|
|
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LPF Advisors LLC
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Clark Asset Management, LLC
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Stifel Financial Corp
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Ronald Blue Trust, Inc.
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Sutton Place Investors Llc
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St Germain D J Co Inc
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Catalyst Financial Partners Llc
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Trilogy Capital Inc.
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Roundview Capital LLC
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Accredited Wealth Management, LLC
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