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Royal Bank Of Canada
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Ausdal Financial Partners, Inc.
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Copperleaf Capital, LLC
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Anchor Pointe Wealth Management, LLC
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Investment Planning Advisors, Inc.
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Brookstone Capital Management
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HighTower Advisors, LLC
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SigFig Wealth Management, LLC
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Cooper Financial Group
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Miracle Mile Advisors, LLC
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Mcmorgan & Co Llc
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Apex Wealth Management, LLC
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KPP Advisory Services LLC
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WealthTrak Capital Management LLC
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Fifth Third Bancorp
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Nbt Bank N A /ny
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United Capital Financial Advisers, Llc
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Morgan Stanley
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Wealthcare Advisory Partners LLC
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WealthPlan Investment Management, LLC
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Matrix Private Capital Group Llc
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Quotient Wealth Partners, LLC
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Objective Capital Management, LLC
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Legacy Capital Group California, Inc.
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My Legacy Advisors, LLC
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Perigon Wealth Management, LLC
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Modern Wealth Management, LLC
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Envestnet Portfolio Solutions, Inc.
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Strategic Blueprint, LLC
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Richard P Slaughter Associates Inc
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Kestra Investment Management, LLC
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Capital A Wealth Management, LLC
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Foundry Financial Group, Inc.
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Pinnacle Financial Group, LLC / IL
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Bank Of Montreal /can/
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Ballast, Inc.
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Pallas Capital Advisors LLC
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Janney Montgomery Scott LLC
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Onyx Bridge Wealth Group LLC
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Allworth Financial LP
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Royal Capital Wealth Management, LLC
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Braun-Bostich & Associates Inc.
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Optivise Advisory Services LLC
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Baird Financial Group, Inc.
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Bluesphere Advisors, LLC
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Masso Torrence Wealth Management Inc.
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Lindbrook Capital, Llc
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Stifel Financial Corp
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Waterfront Wealth Inc.
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Beacon Bridge Wealth Partners, LLC
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Resurgent Financial Advisors LLC
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Sutton Place Investors Llc
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JT Stratford LLC
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Cobblestone Asset Management LLC
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Catalina Capital Group, LLC
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Goldman Sachs Group Inc
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Mengis Capital Management, Inc.
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Cornerstone Wealth Group, LLC
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Williams & Novak, LLC
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Gries Financial Llc
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Massmutual Trust Co Fsb/adv
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Liberty Wealth Management Llc
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Mather Group, Llc.
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Panoramic Investment Advisors, Llc
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Cwm, Llc
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Consolidated Portfolio Review Corp
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Private Wealth Partners, LLC
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Raleigh Capital Management Inc.
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Equitable Holdings, Inc.
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Clean Yield Group
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Truist Financial Corp
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Legacy Financial Group LLC
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Endowment Wealth Management, Inc.
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Integrity Alliance, Llc.
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HFG Advisors, Inc.
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Ascent Group, LLC
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Fourth Dimension Wealth, LLC
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Financial Life Advisors
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MAI Capital Management
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Americana Partners, LLC
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Claro Advisors LLC
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Rivernorth Opportunities Fund, Inc.
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Creative Planning
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May Hill Capital, LLC
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BCU Wealth Advisors, LLC
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Spectrum Planning & Advisory Services Inc.
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Invst, LLC
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Atomi Financial Group, Inc.
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WCG Wealth Advisors LLC
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Summit Wealth Partners, LLC
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Colony Group, LLC
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Triad Wealth Partners, LLC
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Hanlon Investment Management, Inc.
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Investor's Fiduciary Advisor Network, LLC
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Financial Advocates Investment Management
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Swp Financial Llc
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Leigh Baldwin & Co., Llc
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Bush Investment Group, Llc
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Austin Private Wealth, LLC
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Pullen Investment Management, LLC
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Breakwater Capital Group
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Kavar Capital Partners Group, Llc
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Van Hulzen Asset Management, LLC
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Sagespring Wealth Partners, Llc
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Signature Resources Capital Management, LLC
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Aspire Private Capital, LLC
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KWB Wealth
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Joseph P. Lucia & Associates, LLC
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Hoxton Planning & Management, LLC
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Citigroup Inc
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CIBC World Markets Inc.
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Maripau Wealth Management Llc
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Elequin Capital Lp
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Archer Investment Corp
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Integrated Advisors Network LLC
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Western Financial Corp/CA
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Beacon Pointe Advisors, LLC
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Sandy Spring Bank
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Mml Investors Services, Llc
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Tradition Wealth Management, LLC
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Creative Capital Management Investments LLC
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New England Private Wealth Advisors LLC
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|
John W. Brooker & Co., CPAs
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Bank of New York Mellon Corp
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MGB Wealth Management, LLC
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Lineweaver Wealth Advisors, LLC
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Willis Johnson & Associates, Inc.
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Thrivent Financial For Lutherans
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Eaton Financial Holdings Company, LLC
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Certus Wealth Management, LLC
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Embree Financial Group
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Cedar Mountain Advisors, LLC
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Bay Harbor Wealth Management, LLC
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|
ArborFi Advisors, LLC
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Sharkey, Howes & Javer
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|
Tritonpoint Wealth, Llc
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First Foundation Advisors
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GWM Advisors LLC
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McKinley Carter Wealth Services, Inc.
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Ancora Advisors, LLC
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Coldstream Capital Management Inc
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|
Family Management Corp
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|
Colonial Trust Co / SC
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Merit Financial Group, LLC
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Scissortail Wealth Management, LLC
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Hartland & Co., LLC
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Sunbelt Securities, Inc.
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Fairvoy Private Wealth, LLC
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Mutual Advisors, LLC
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Captrust Financial Advisors
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EverSource Wealth Advisors, LLC
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DHJJ Financial Advisors, Ltd.
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First Heartland Consultants, Inc.
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Patriot Financial Group Insurance Agency, LLC
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BlackDiamond Wealth Management Inc.
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Eclectic Associates Inc /adv
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West Wealth Group, LLC
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Harbour Investments, Inc.
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Commonwealth Equity Services, Llc
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Winthrop Advisory Group LLC
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|
Secure Asset Management, LLC
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|
Visionary Horizons, LLC
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|
Laffer Investments
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|
Cary Street Partners Financial Llc
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|
Unique Wealth, Llc
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|
Benjamin Edwards Inc
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|
Blair William & Co/il
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|
Financial Management Network Inc
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|
Heritage Trust Co
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|
Elevatus Welath Management
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|
Signature Wealth Management Partners, LLC
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|
|
|
Wells Financial Advisors INC
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|
Wealth Alliance
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|
Aqr Capital Management Llc
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|
High Note Wealth, LLC
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|
Spectrum Wealth Counsel, LLC
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|
O'shaughnessy Asset Management, Llc
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|
Cassaday & Co Wealth Management LLC
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|
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|
Comerica Bank
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JB Capital LLC
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AdvisorNet Financial, Inc
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National Asset Management, Inc.
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Cambridge Investment Research Advisors, Inc.
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Brinker Capital Investments, LLC
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Autumn Glory Partners, LLC
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Wealth Enhancement Advisory Services, Llc
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Hurley Capital, LLC
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Sellwood Investment Partners LLC
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Stephens Inc /ar/
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Resources Investment Advisors, LLC.
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Advisor Group Holdings, Inc.
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Delta Financial Group, Inc.
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LPL Financial LLC
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Tempus Wealth Planning, LLC
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|
STAR Financial Bank
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Golden State Wealth Management, LLC
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Centaurus Financial, Inc.
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Gen-Wealth Partners Inc
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MidAtlantic Capital Management, Inc.
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Rialto Wealth Management, LLC
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Valmark Advisers, Inc.
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|
Investors Research Corp
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Meridian Wealth Management, LLC
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|
Northwest Capital Management Inc
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|
Kelly Financial Services LLC
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|
Summit X, LLC
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|
DecisionMap Wealth Management, LLC
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|
Renaissance Technologies Llc
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Shared Vision Wealth Group LLC
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|
IHT Wealth Management, LLC
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Signet Financial Management, Llc
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Gateway Wealth Partners, LLC
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Herold Advisors, Inc.
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Vermillion & White Wealth Management Group, LLC
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Mayflower Financial Advisors, LLC
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|
Transce3nd, LLC
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|
Old Mission Capital Llc
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|
Advisory Services Network, LLC
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|
GeoWealth Management, LLC
|
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|
Mariner, LLC
|
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|
Hancock Whitney Corp
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|
|
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|
One Wealth Advisors, LLC
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Collier Financial
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|
Savvy Advisors, Inc.
|
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|
Firethorn Wealth Partners, Llc
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Maia Wealth LLC
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|
Lhm, Inc.
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|
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|
McNaughton Wealth Management, LLC
|
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|
Latitude Advisors, LLC
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|
|
|
Mission Wealth Management, Lp
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|
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|
|
Florida Financial Advisors, Llc
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|
Atria Investments Llc
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|
Avantra Family Wealth, Inc.
|
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|
|
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|
Oppenheimer & Co Inc
|
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|
|
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|
Beacon Capital Management, LLC
|
|
|
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|
|
Oak Grove Capital LLC
|
|
|
|
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|
Beacon Financial Group
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|
|
|
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|
Sound Income Strategies, LLC
|
|
|
|
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|
L & S Advisors Inc
|
|
|
|
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|
Wharton Business Group, LLC
|
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|
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|
Rollins Financial Advisors, LLC
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|
Citadel Advisors Llc
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Synovus Financial Corp
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|
Impact Partnership Wealth, LLC
|
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|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Ehrlich Financial Group
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|
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|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
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|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Eq Llc
|
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|
|
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|
Centricity Wealth Management, LLC
|
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|
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|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Park Avenue Securities Llc
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|
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|
Heritage Family Offices, LLP
|
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|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
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|
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|
Financial Network Wealth Management LLC
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|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
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|
|
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|
Sculati Wealth Management, LLC
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|
|
|
|
Signal Tree Financial Partners Llc
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|
|
|
|
Sax Wealth Advisors, Llc
|
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|
|
|
|
Beacon Financial Planning, Inc
|
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|
Buttonwood Financial Group, LLC
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|
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|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
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|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Strategic Equity Management
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
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|
DAVENPORT & Co LLC
|
|
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|
Steel Peak Wealth Management LLC
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|
North Capital, Inc.
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|
Pnc Financial Services Group, Inc.
|
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|
Armis Advisers, LLC
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|
Assetmark, Inc
|
|
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|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
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|
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|
Avidian Wealth Solutions, LLC
|
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|
Principal Securities, Inc.
|
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|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
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|
UBS Group AG
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
PFG Advisors
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|
|
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|
|
Redwood Investment Management, Llc
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TSA Wealth Managment LLC
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CI Private Wealth, LLC
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Goldstein Advisors, LLC
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Able Wealth Management LLC
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Sentinus, LLC
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Hollencrest Capital Management
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Orion Portfolio Solutions, LLC
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Mayfair Advisory Group, LLC
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Spire Wealth Management
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Capital Analysts, Inc.
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Raymond James Financial Inc
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Beckerman Institutional, LLC
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Triton Wealth Management, PLLC
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Journey Strategic Wealth Llc
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Barnes Dennig Private Wealth Management LLC
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Empirical Asset Management, LLC
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Milestone Asset Management Group, LLC
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RDA Financial Network
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Retirement Wealth Solutions LLC
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ONE Advisory Partners, LLC
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BOS Asset Management, LLC
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New Capital Management LP
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Kingswood Wealth Advisors, Llc
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Ogorek Anthony Joseph /ny/ /adv
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Elios Financial Group Inc.
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Frazier Financial Advisors, LLC
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TFB Advisors LLC
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Alerus Financial Na
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Great Valley Advisor Group, Inc.
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Change Path, LLC
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PUREfi Wealth, LLC
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Eldridge Investment Advisors, Inc.
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MCF Advisors LLC
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CoreCap Advisors, LLC
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Sigma Planning Corp
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Gilliland Jeter Wealth Management LLC
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Roxbury Financial LLC
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Oliver Lagore Vanvalin Investment Group
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MKT Advisors LLC
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MSH Capital Advisors LLC
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Eqis Capital Management, Inc.
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Global Retirement Partners, LLC
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Wbh Advisory Inc
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Beacon Financial Advisory LLC
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Watershed Private Wealth Llc
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CIBC Private Wealth Group, LLC
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TCG Advisory Services, LLC
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Jmac Enterprises Llc
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Huntington National Bank
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Accredited Wealth Management, LLC
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RCS Financial Planning, LLC
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Westbourne Investments, Inc.
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IFP Advisors, Inc
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EP Wealth Advisors, Inc.
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Farther Finance Advisors, LLC
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Rosenberg Matthew Hamilton
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AE Wealth Management LLC
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Family Wealth Group, LLC
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TD Waterhouse Canada Inc.
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Meridian Wealth Partners, LLC
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Kickstand Ventures, Llc.
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Williams Jones Wealth Management, LLC.
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Axxcess Wealth Management, Llc
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O'ROURKE & COMPANY, Inc
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Tyche Wealth Partners LLC
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Ewa, Llc
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Wetzel Investment Advisors, Inc.
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Team Financial Group, LLC
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Prime Capital Investment Advisors, LLC
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Keystone Wealth Services, LLC
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Us Bancorp \de\
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Dohj, Llc
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Betterment LLC
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Empire Financial Management Company, LLC
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Endeavor Private Wealth, Inc.
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CVA Family Office, LLC
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Financial Partners Group, Inc
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Tsfg, Llc
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PAX Financial Group, LLC
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ShoreHaven Wealth Partners, LLC
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5T Wealth, LLC
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Perennial Investment Advisors, LLC
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Bay Rivers Group
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BCJ Capital Management, LLC
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Exchange Traded Concepts, Llc
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Theory Financial Llc
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Nbc Securities, Inc.
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Smartleaf Asset Management LLC
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Absolute Capital Management, LLC
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Cerity Partners LLC
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Harbor Investment Advisory, Llc
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Stone House Investment Management, LLC
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Yukon Wealth Management, Inc.
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Lifelong Wealth Advisors, Inc.
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Advocacy Wealth Management Services, LLC
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Venturi Wealth Management, LLC
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Concorde Asset Management, LLC
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True Vision MN LLC
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BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Pettinga Financial Advisors, LLC
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Royal Harbor Partners, LLC
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Iron Horse Wealth Management, LLC
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Icon Wealth Advisors, LLC
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Two West Capital Advisors LLC
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Western Wealth Management, LLC
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Northwestern Mutual Wealth Management Co
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Prospera Financial Services Inc
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Vertex Planning Partners, LLC
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Canvas Wealth Advisors, LLC
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Swmg, Llc
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Nwam Llc
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Sequoia Financial Advisors, LLC
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Montag A & Associates Inc
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WealthPLAN Partners, LLC
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CFS Investment Advisory Services, LLC
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Scarborough Advisors, LLC
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One Wealth Capital Management, Llc
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Cyndeo Wealth Partners, LLC
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Zions Bancorporation, National Association /ut/
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Wealthspire Advisors, LLC
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Lionsbridge Wealth Management LLC
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Centurion Wealth Management LLC
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Csenge Advisory Group
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Sovran Advisors, LLC
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Avid Wealth Partners LLC
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Susquehanna International Group, Llp
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Transcend Wealth Collective, Llc
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First Horizon Advisors, Inc.
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Atria Wealth Solutions, Inc.
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Vantage Financial Partners, LLC
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RMR Capital Management, LLC
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Tradewinds, LLC.
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Kilter Group LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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My Purposeful Wealth Corp.
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BLVD Private Wealth, LLC
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Kingsview Wealth Management, LLC
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Robinson Smith Wealth Advisors Llc
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Warren Averett Asset Management, LLC
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Grimes & Company, Inc.
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Elevated Capital Advisors, LLC
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Walkner Condon Financial Advisors LLC
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Gotham Asset Management, LLC
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Tidemark, LLC
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Falcon Wealth Planning
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Concurrent Investment Advisors, LLC
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Carson Advisory Inc.
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Atlantic Union Bankshares Corp
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Brookwood Investment Group LLC
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Regimen Wealth, Llc
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LexAurum Advisors, LLC
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Ashton Thomas Securities, Llc
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LifePlan Investment Advisors, Inc.
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Detalus Advisors, LLC
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Fullcircle Wealth Llc
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Pennsylvania Capital Management Inc /adv
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Hobbs Wealth Management, LLC
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Madison Wealth Partners, Inc
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Cary Street Partner Investment Advisory Llc
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Kestra Advisory Services, LLC
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Simplicity Wealth,LLC
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Sofi Wealth, Llc
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Centerline Wealth Advisors, LLC
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Cape Investment Advisory, Inc.
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Capital Investment Advisors, LLC
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HCR Wealth Advisors
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PKS Advisory Services, LLC
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Bank Of America Corp /de/
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Private Trust Co Na
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GPMIX - GPS Funds II - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares
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Argent Trust Co
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Brooks, Moore & Associates, Inc.
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Buckingham Strategic Partners
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NewEdge Wealth, LLC
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Moloney Securities Asset Management, LLC
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Park Place Capital Corp
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Oregon Pacific Wealth Management, LLC
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Jones Financial Companies Lllp
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Dudley Capital Management, Llc
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Actinver Wealth Management, Inc.
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Evolution Wealth Management Inc.
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Private Advisor Group, LLC
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Arkadios Wealth Advisors
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Good Life Advisors, LLC
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Rossby Financial, LCC
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Diversify Advisory Services, LLC
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Lantern Wealth Advisors, LLC
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World Equity Group, Inc.
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Horst & Graben Wealth Management LLC
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MAS Advisors LLC
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High Falls Advisors, Inc
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Afg Fiduciary Services Limited Partnership
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Rockefeller Capital Management L.P.
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Scotia Capital Inc.
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OMNI 360 Wealth, Inc.
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Ullmann Financial Group, Inc.
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Fedenia Advisers LLC
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Focus Financial Network, Inc.
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Wedbush Securities Inc
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Snowden Capital Advisors LLC
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Cypress Wealth Services, LLC
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TBH Global Asset Management, LLC
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Foundations Investment Advisors, LLC
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Johnson Bixby & Associates, LLC
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Verus Capital Partners, Llc
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SRS Capital Advisors, Inc.
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Ronald Blue Trust, Inc.
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J.w. Cole Advisors, Inc.
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Ameritas Advisory Services, LLC
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MA Private Wealth
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Regatta Capital Group, Llc
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Ffg Retirement Advisors Llc
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Regal Investment Advisors LLC
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Cornerstone Planning Group LLC
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M1 Capital Management LLC
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Vestmark Advisory Solutions, Inc.
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Tableaux Llc
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REAP Financial Group, LLC
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Merkkuri Wealth Advisors LLC
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ORG Partners LLC
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IFG Advisory, LLC
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Essex Financial Services, Inc.
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Grantvest Financial Group LLC
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Jfs Wealth Advisors, Llc
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Integrated Wealth Concepts LLC
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Evergreen Capital Management Llc
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BCGM Wealth Management, LLC
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Stratos Wealth Advisors, LLC
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E&G Advisors, LP
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Rivernorth Capital Management, Llc
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Allen Capital Group, LLC
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Apollon Wealth Management, LLC
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Ameriflex Group, Inc.
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Castle Rock Wealth Management, LLC
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Eastern Bank
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Semmax Financial Advisors Inc.
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Pensionmark Financial Group, Llc
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Gladstone Institutional Advisory LLC
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W Advisors, Llc
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Security Financial Services, INC.
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Magnus Financial Group LLC
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FLP Wealth Management, LLC
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BridgePort Financial Solutions, LLC
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Robertson Stephens Wealth Management, LLC
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Sowell Financial Services LLC
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Dynasty Wealth Management, Llc
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Duncan Williams Asset Management, LLC
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Richmond Investment Services, LLC
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WJ Wealth Management, LLC
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Global Wealth Strategies & Associates
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U.S. Capital Wealth Advisors, LLC
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Fortress Private Ledger, Llc
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RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R
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Geneos Wealth Management Inc.
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Kestra Private Wealth Services, Llc
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Asio Capital, LLC
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Clearview Wealth Advisors LLC
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Emerald Investment Partners, Llc
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Parallel Advisors, LLC
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Tcfg Wealth Management, Llc
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Hutchens & Kramer Investment Management Group, LLC
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Wealthgarden F.s. Llc
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Shepherd Financial Partners LLC
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Envestnet Asset Management Inc
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Bellevue Asset Management, Llc
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Kovitz Investment Group Partners, LLC
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Steward Partners Investment Advisory, Llc
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Priebe Wealth Holdings LLC
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Aptus Capital Advisors, LLC
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Lion Street Advisors, LLC
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Wells Fargo & Company/mn
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Mount Yale Investment Advisors, LLC
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Lido Advisors, LLC
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Signature Estate & Investment Advisors Llc
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Moneywise, Inc.
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Stokes Family Office, LLC
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Condor Capital Management
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Vivid Wealth Management, LLC
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Element Wealth, LLC
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Range Financial Group LLC
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|
|
|
|
LGT Financial Advisors LLC
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|
|
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|
