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Bank of New York Mellon Corp
|
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Apollon Wealth Management, LLC
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Creative Planning
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CI Private Wealth, LLC
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Cresset Asset Management, LLC
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Keener Financial Planning LLC
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Wells Fargo & Company/mn
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Tower Research Capital LLC (TRC)
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Umb Bank N A/mo
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BOK Financial Private Wealth, Inc.
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Mission Wealth Management, Lp
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Verus Capital Partners, Llc
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Revolve Wealth Partners, LLC
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Columbia River Financial Group, LLC
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MAI Capital Management
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RTD Financial Advisors, Inc.
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Bessemer Group Inc
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Orion Capital Management LLC
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Migdal Insurance & Financial Holdings Ltd.
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Noble Wealth Management PBC
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Rockefeller Capital Management L.P.
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Us Bancorp \de\
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Stifel Financial Corp
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Thrivent Financial For Lutherans
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PFG Investments, LLC
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Beacon Pointe Advisors, LLC
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Concord Asset Management, LLC/VA
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Flagship Harbor Advisors, Llc
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Vestmark Advisory Solutions, Inc.
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Wescott Financial Advisory Group, LLC
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D.a. Davidson & Co.
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Front Row Advisors LLC
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First Business Financial Services, Inc.
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Northwestern Mutual Wealth Management Co
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Private Wealth Management Group, LLC
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Global Retirement Partners, LLC
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Journey Strategic Wealth Llc
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DHJJ Financial Advisors, Ltd.
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|
Stephens Consulting, LLC
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Marino, Stram & Associates Llc
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|
Curtis Advisory Group, LLC
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|
Scarborough Advisors, LLC
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Ameritas Advisory Services, LLC
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|
Cerity Partners LLC
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|
Penobscot Wealth Management
|
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|
Western Wealth Management, LLC
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Snider Financial Group
|
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|
Relyea Zuckerberg Hanson LLC
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|
Morgan Stanley
|
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|
Cheviot Value Management, LLC
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Flaharty Asset Management, LLC
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Avantax Planning Partners, Inc.
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Savant Capital, LLC
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Redwood Park Advisors LLC
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Savvy Advisors, Inc.
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Mml Investors Services, Llc
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CoreCap Advisors, LLC
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Betterment LLC
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Addison Advisors LLC
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TD Waterhouse Canada Inc.
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Advisory Services Network, LLC
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Brinker Capital Investments, LLC
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Pnc Financial Services Group, Inc.
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Cape Investment Advisory, Inc.
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Principal Securities, Inc.
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Putnam Fl Investment Management Co
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Morgan Dempsey Capital Management Llc
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Occidental Asset Management, LLC
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|
Paulson Wealth Management Inc.
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Wealthcare Advisory Partners LLC
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Trust Co Of Vermont
|
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|
Blair William & Co/il
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Mariner, LLC
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LongView Asset Management LLC
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|
Merit Financial Group, LLC
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|
Modera Wealth Management, LLC
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Tradewinds Capital Management, LLC
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|
BCJ Capital Management, LLC
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Kestra Advisory Services, LLC
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|
Strategic Point Investment Advisors, LLC
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|
BlueStem Wealth Partners, LLC
|
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|
Staley Capital Advisers Inc
|
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SOUTH STATE Corp
|
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Vicus Capital
|
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Hilltop Partners LLC
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Federation des caisses Desjardins du Quebec
|
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|
Denver Wealth Management, Inc.
|
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Stratos Wealth Partners, LTD.
|
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|
Jpmorgan Chase & Co
|
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|
Commonwealth Equity Services, Llc
|
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|
One Day In July LLC
|
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|
Eastern Bank
|
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|
First Pacific Financial
|
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|
Rossby Financial, LCC
|
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|
AllSquare Wealth Management LLC
|
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|
LexAurum Advisors, LLC
|
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|
Atlas Capital Advisors Llc
|
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|
rebel Financial LLC
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|
Ameriprise Financial Inc
|
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|
Goldman Sachs Group Inc
|
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|
Millstone Evans Group, LLC
|
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|
RVW Wealth, LLC
|
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|
|
UBS Group AG
|
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|
|
Onyx Bridge Wealth Group LLC
|
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|
|
O'Brien Wealth Partners LLC
|
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|
|
Trust Co
|
|
|
|
|
|
Clarity Wealth Development LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Opes Wealth Management LLC
|
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|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
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|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
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|
|
Riverwater Partners LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
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|
|
|
|
Sincerus Advisory, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
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|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Fund Evaluation Group, LLC
|
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|
|
|
|
Parkside Financial Bank & Trust
|
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|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
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|
|
|
|
Bank Of America Corp /de/
|
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|
|
|
|
Lifelong Wealth Advisors, Inc.
|
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|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Colonial Trust Advisors
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|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
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|
Cwm, Llc
|
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|
Steward Partners Investment Advisory, Llc
|
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|
Atria Wealth Solutions, Inc.
|
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|
|
|
|
EverSource Wealth Advisors, LLC
|
|
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|
St Germain D J Co Inc
|
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|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Sage Advisory Services, Ltd.Co.
|
|
|
|
|
|
American Financial & Tax Strategies Inc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Laurel Wealth Planning LLC
|
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|
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|
LPL Financial LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Better Money Decisions, LLC
|
|
|
|
|
|
Milestone Investment Advisors LLC
|
|
|
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|
|
Adviser Investments LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Legacy Financial Group LLC
|
|
|
|
|
|
Fountainhead AM, LLC
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|
Garrett Investment Advisors LLC
|
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|
Harbour Investments, Inc.
|
|
|
|
|
|
Investors Research Corp
|
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|
|
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|
One Capital Management, LLC
|
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|
Kestra Private Wealth Services, Llc
|
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|
Colorado Capital Management, Inc.
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
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|
Kingswood Wealth Advisors, Llc
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|
Creative Financial Designs Inc /adv
|
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|
Focus Financial Network, Inc.
|
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|
|
|
|
Signature Estate & Investment Advisors Llc
|
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Parallel Advisors, LLC
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|
Commerce Bank
|
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|
ETF Portfolio Partners, Inc.
|
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|
|
Clarity Asset Management, Inc.
|
|
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|
DDFG, Inc
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|
|
|
|
Sage Financial Group Inc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Trademark Financial Management, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Invera Wealth Advisors, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Captrust Financial Advisors
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|
|
|
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|
Kimelman & Baird, LLC
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|
NorthRock Partners, LLC
|
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|
Advisor Group Holdings, Inc.
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|
Private Advisor Group, LLC
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|
Lockerman Financial Group, Inc.
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|
|
|
|
Tortoise Investment Management, LLC
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|
|
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|
Bokf, Na
|
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|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
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|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Abound Financial, Llc
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Capitol Family Office, Inc.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
Shotwell Rutter Baer Inc
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Money Design Co.,Ltd.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Equita Financial Network, Inc.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
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|
