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Grove Bank & Trust
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Thrivent Financial For Lutherans
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Coastline Trust Co
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Financial Network Wealth Advisors LLC
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Hantz Financial Services, Inc.
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Merit Financial Group, LLC
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Baker Avenue Asset Management, LP
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Oxford Financial Group Ltd
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Transce3nd, LLC
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Citizens Financial Group Inc/ri
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Citadel Advisors Llc
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TriaGen Wealth Management LLC
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Rockefeller Capital Management L.P.
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Affinity Wealth Management Llc
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Oppenheimer & Co Inc
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Kelman-Lazarov, Inc.
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Kesler, Norman & Wride, LLC
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Peregrine Asset Advisers, Inc.
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Grimes & Company, Inc.
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Wood Tarver Financial Group, LLC
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Associated Banc-corp
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Russell Investments Group, Ltd.
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Progressive Investment Management Corp
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American Capital Advisory, LLC
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Consolidated Planning Corp
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Magnus Financial Group LLC
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WJ Wealth Management, LLC
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DHJJ Financial Advisors, Ltd.
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Whittier Trust Co Of Nevada Inc
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BigSur Wealth Management LLC
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Financial Services Advisory Inc
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Rossby Financial, LCC
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BridgePort Financial Solutions, LLC
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Citrine Capital LLC
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Dynamic Advisor Solutions LLC
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Portland Global Advisors LLC
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Foster Dykema Cabot & Partners, Llc
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Bell Investment Advisors, Inc
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Bailard, Inc.
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Shira Ridge Wealth Management
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Envestnet Asset Management Inc
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Stewardship Advisors, LLC
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Federation des caisses Desjardins du Quebec
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Jones Financial Companies Lllp
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Private Wealth Asset Management, LLC
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Cetera Investment Advisers
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We Are One Seven, LLC
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Leavell Investment Management, Inc.
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Wealthbridge Capital Management, Llc
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D.a. Davidson & Co.
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Mason & Associates Inc
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Sandy Spring Bank
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Johnson Investment Counsel Inc
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CX Institutional
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Integrated Wealth Concepts LLC
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Private Advisor Group, LLC
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Baron Silver Stevens Financial Advisors, Llc
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Beacon Capital Management, LLC
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Red Crane Wealth Management, Llc
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LexAurum Advisors, LLC
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VestGen Advisors, LLC
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Putnam Fl Investment Management Co
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HB Wealth Management, LLC
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Dakota Wealth Management
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Fiduciary Trust Co
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Ancora Advisors, LLC
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Charter Trust Co
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Kestra Advisory Services, LLC
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Pinnacle Financial Partners Inc
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NorthRock Partners, LLC
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Opal Wealth Advisors, LLC
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Investors Research Corp
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Harbor Investment Advisory, Llc
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Mill Capital Management, LLC
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Natural Investments, Llc
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Signature Securities Group Corporation
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Cwm, Llc
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Tiaa Trust, National Association
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SBI Securities Co., Ltd.
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Roof Eidam & Maycock/adv
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Ellevest, Inc.
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Trust Co Of Vermont
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Bear Mountain Capital, Inc.
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Swp Financial Llc
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Resources Investment Advisors, LLC.
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Avantax Planning Partners, Inc.
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Fingerlakes Wealth Management, Inc.
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Keybank National Association/oh
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Flagship Wealth Advisors, Llc
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Lgl Partners, Llc
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Harfst & Associates, Inc.
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Mjp Associates Inc /adv
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Penobscot Investment Management Company, Inc.
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Pinnacle Associates Ltd
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M&t Bank Corp
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Ulland Investment Advisors, LLC
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Mission Wealth Management, Lp
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Mutual Advisors, LLC
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Longview Financial Advisors LLC
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J.w. Cole Advisors, Inc.
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Abacus Planning Group, Inc.
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Cresset Asset Management, LLC
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Evercore Wealth Management, LLC
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PFG Investments, LLC
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Raymond James Financial Inc
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Hartland & Co., LLC
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Coston, McIsaac & Partners
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Angeles Wealth Management, Llc
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Prestige Wealth Management Group LLC
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Riverbend Wealth Management, LLC
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Pointe Capital Management LLC
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Northwestern Mutual Wealth Management Co
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Harbour Investments, Inc.
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Warner Financial, Inc
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Smart Portfolios, LLC
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Assetmark, Inc
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Fifth Third Bancorp
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Relyea Zuckerberg Hanson LLC
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Klingman & Associates, LLC
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Stanich Group LLC
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Baird Financial Group, Inc.
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Clear Creek Financial Management, LLC
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Farther Finance Advisors, LLC
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BlackRock, Inc.
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Advisor OS, LLC
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Western Wealth Management, LLC
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PayPay Securities Corp
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Wolff Wiese Magana Llc
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Nbt Bank N A /ny
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Bell Bank
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Millstone Evans Group, LLC
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Stratos Wealth Partners, LTD.
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Susquehanna International Group, Llp
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Adirondack Trust Co
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Perennial Investment Advisors, LLC
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Ritholtz Wealth Management
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Birchbrook, Inc.
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JustInvest LLC
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Acorns Advisers, LLC
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Weaver Consulting Group
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Beacon Pointe Advisors, LLC
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Gerber Kawasaki Wealth & Investment Management
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Tompkins Financial Corp
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Archetype Wealth Partners
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Villere St Denis J & Co Llc
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Highview Capital Management LLC/DE/
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Zhang Financial LLC
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Captrust Financial Advisors
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Diversified Enterprises, LLC
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Curbstone Financial Management Corp
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LFA - Lugano Financial Advisors SA
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Fairview Capital Investment Management, Llc
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IAG Wealth Partners, LLC
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Mml Investors Services, Llc
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GoalVest Advisory LLC
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Panoramic Investment Advisors, Llc
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Zevin Asset Management Llc
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Milestone Investment Advisors LLC
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Van Hulzen Asset Management, LLC
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Wealthspire Advisors, LLC
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Money Design Co.,Ltd.
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Sound Stewardship, LLC
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Greenup Street Wealth Management Llc
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Robertson Stephens Wealth Management, LLC
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Nbc Securities, Inc.
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Cerity Partners LLC
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Walkner Condon Financial Advisors LLC
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Caldwell Securities, Inc
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Sharper & Granite LLC
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Neuberger Berman Group LLC
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CWS Financial Advisors, LLC
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Brown Advisory Inc
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Agf Management Ltd
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Huntington National Bank
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Avantax Advisory Services, Inc.
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Capital Investment Counsel, LLC
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Mechanics Bank Trust Department
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Laird Norton Trust Company, Llc
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Orion Portfolio Solutions, LLC
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West Financial Advisors, LLC
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Wescott Financial Advisory Group, LLC
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Coldstream Capital Management Inc
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Winthrop Advisory Group LLC
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Allodium Investment Consultants, LLC
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Commonwealth Equity Services, Llc
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Richmond Investment Services, LLC
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Private Wealth Management Group, LLC
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Financial Perspectives, Inc
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Glenmede Trust Co Na
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Steward Partners Investment Advisory, Llc
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TruNorth Capital Management, LLC
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Equitable Holdings, Inc.
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Brookstone Capital Management
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Brinker Capital Investments, LLC
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Boothe Investment Group, Inc.
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Jane Street Group, Llc
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Harbor Asset Planning, Inc.
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Wiley Bros.-aintree Capital, Llc
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Pittenger & Anderson Inc
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Kennebec Savings Bank
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Moneta Group Investment Advisors Llc
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Advisory Services Network, LLC
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Money Concepts Capital Corp
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Dorsey & Whitney Trust CO LLC
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CoreCap Advisors, LLC
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GWM Advisors LLC
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Traveka Wealth, LLC
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Argyle Capital Partners, LLC
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Rollins Financial Advisors, LLC
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Heritage Wealth Advisors
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Guardian Wealth Advisors, Llc / Nc
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McNamara Financial Services, Inc.
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GPS Wealth Strategies Group, LLC
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Modern Wealth Management, LLC
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Aspiriant, Llc
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Tanglewood Legacy Advisors, LLC
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Trust Co
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Renaissance Technologies Llc
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Red Lighthouse Investment Management, Llc
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Envestnet Portfolio Solutions, Inc.
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Long Run Wealth Advisors, LLC
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Kraft, Davis & Associates, LLC
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Parkshore Wealth Management, Inc.
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Bluestem Financial Advisors, Llc
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First Manhattan Co
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Vontobel Holding Ltd.
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Refined Wealth Management
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Financial Network Wealth Management LLC
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CIBC Asset Management Inc
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LRI Investments, LLC
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Bank of New York Mellon Corp
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Peak Financial Management, Inc.
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Spinnaker Trust
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Hrt Financial Lp
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LPL Financial LLC
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Brio Consultants, LLC
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Capital Investment Advisory Services, LLC
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McGinn Investment Management, Inc.
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One Capital Management, LLC
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AdvisorNet Financial, Inc
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Hoxton Planning & Management, LLC
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CI Private Wealth, LLC
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Graypoint LLC
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Willow Creek Wealth Management Inc.
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Valley National Advisers Inc
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First Command Advisory Services, Inc.
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Balanced Rock Investment Advisor
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Cambridge Investment Research Advisors, Inc.
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Retirement Income Solutions, Inc
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Rsm Us Wealth Management Llc
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Pathstone Holdings, LLC
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Accredited Investors Inc.
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Simmons Bank
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Colorado Capital Management, Inc.
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Financial Insights, Inc.
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Pilgrim Partners Asia Pte Ltd
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Shepherd Financial Partners LLC
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Bessemer Group Inc
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Bank Of America Corp /de/
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Fountainhead AM, LLC
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Ryan Investment Management, Inc.
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Aprio Wealth Management, LLC
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New Covenant Trust Company, N.A.
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Westend Capital Management LLC
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Meridian Financial, LLC
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Connecticut Wealth Management, LLC
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Axis Wealth Partners, LLC
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Parkside Advisors LLC
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Hilltop Wealth Advisors, Llc
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Arcadia Investment Advisors Llc
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Good Life Advisors, LLC
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Midwest Trust Co
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Jfs Wealth Advisors, Llc
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Pnc Financial Services Group, Inc.
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Commerce Bank
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Modera Wealth Management, LLC
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Brighton Jones Llc
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Capital Performance Advisors Llp
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Miracle Mile Advisors, LLC
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Pure Financial Advisors, Inc.
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Financial Advisory Service, Inc.
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Guerra Pan Advisors, Llc
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Hollencrest Capital Management
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Permanens Capital L.P.
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Well Done, LLC
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Silverlake Wealth Management Llc
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Parsons Capital Management Inc/ri
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Consilio Wealth Advisors, Llc
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Janney Montgomery Scott LLC
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Marino, Stram & Associates Llc
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Private Trust Co Na
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Royal Bank Of Canada
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Biltmore Family Office, LLC
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Atlantic Union Bankshares Corp
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Skopos Labs, Inc.
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MEMBERS Trust Co
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Empower Advisory Group, LLC
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Sax Wealth Advisors, Llc
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Garde Capital, Inc.
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Bank of New Hampshire
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Franklin Resources Inc
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Moisand Fitzgerald Tamayo, LLC
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Sequoia Financial Advisors, LLC
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SCS Capital Management LLC
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HCR Wealth Advisors
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SNS Financial Group, LLC
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SageView Advisory Group, LLC
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Hallmark Capital Management Inc
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Morris Financial Concepts, Inc.
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OLIO Financial Planning
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Frederick Financial Consultants, LLC
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Pacific Center for Financial Services
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Princeton Global Asset Management LLC
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Marks Group Wealth Management, Inc
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First Foundation Advisors
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Destiny Capital Corp/CO
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Destination Wealth Management
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UBS Group AG
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Mariner, LLC
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Global Retirement Partners, LLC
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JNBA Financial Advisors
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ProVise Management Group, LLC
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Bond & Devick Financial Network, Inc.
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Smartleaf Asset Management LLC
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Crux Wealth Advisors
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Concord Wealth Partners
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Forza Wealth Management, LLC
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Snowden Capital Advisors LLC
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Regions Financial Corp
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Sand Hill Global Advisors, LLC
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Mill Creek Capital Advisors, LLC
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SOA Wealth Advisors, LLC.
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3EDGE Asset Management, LP
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Prentiss Smith & Co Inc
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Addison Advisors LLC
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Wealth Enhancement Advisory Services, Llc
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Ashton Thomas Private Wealth, LLC
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Common Fund For Nonprofit Organizations
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Nepc Llc
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Litman Gregory Asset Management LLC
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Integrity Financial Corp /WA
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ETF Portfolio Partners, Inc.
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Colonial Trust Advisors
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Mallini Complete Financial Planning LLC
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Harbor Group, Inc.
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Acropolis Investment Management, LLC
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High Probability Advisors, LLC
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Journey Strategic Wealth Llc
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Aptus Capital Advisors, LLC
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Pinnacle Wealth Management Advisory Group, LLC
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Freestone Capital Holdings, LLC
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Carret Asset Management, Llc
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Hughes Financial Services, LLC
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Round Rock Advisors, LLC
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Global View Capital Management LLC
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Cobblestone Capital Advisors Llc /ny/
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Charter Oak Capital Management, LLC
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Larson Financial Group LLC
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SK Wealth Management, LLC
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Northern Trust Corp
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MAI Capital Management
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Haverford Trust Co
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Wealthgarden F.s. Llc
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Moment Partners, LLC
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Advisor Group Holdings, Inc.
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Aufman Associates Inc
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O'shaughnessy Asset Management, Llc
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Pine Haven Investment Counsel, Inc
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Ferguson Wellman Capital Management, Inc
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Fund Evaluation Group, LLC
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AllSquare Wealth Management LLC
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McAdam, LLC
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Signaturefd, Llc
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Kmg Fiduciary Partners, Llc
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Running Point Capital Advisors, LLC
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Corundum Group, Inc.
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EP Wealth Advisors, Inc.
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Chicago Partners Investment Group LLC
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Front Row Advisors LLC
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Family Management Corp
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CIBC Private Wealth Group, LLC
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VERITY Wealth Advisors
|
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Transform Wealth, LLC
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Gould Asset Management Llc /ca/
|
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Creative Planning
|
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McClarren Financial Advisors, Inc.
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Emerald Investment Partners, Llc
|
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Warren Averett Asset Management, LLC
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Flagship Private Wealth, LLC
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|
White Lighthouse Investment Management Inc.
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Crestwood Advisors Group LLC
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Evergreen Capital Management Llc
|
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IMA Wealth, Inc.
|
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Flagship Harbor Advisors, Llc
|
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Garrett Investment Advisors LLC
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Cornerstone Wealth Management, LLC
|
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|
Diversified Trust Co
|
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|
StoneX Group Inc.
|
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|
Ameritas Advisory Services, LLC
|
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|
Kathleen S. Wright Associates Inc.
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|
Sage Financial Group Inc
|
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|
Punch & Associates Investment Management, Inc.
|
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|
Creekside Partners
|
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|
Farrow Financial Inc.
|
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|
Kovitz Investment Group Partners, LLC
|
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|
LVZ Advisors, Inc.
|
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Allworth Financial LP
|
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|
Blair William & Co/il
|
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|
Crewe Advisors LLC
|
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|
Cranbrook Wealth Management, LLC
|
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|
Jpmorgan Chase & Co
|
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|
|
Howe & Rusling Inc
|
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|
First Pacific Financial
|
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|
Quent Capital, LLC
|
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|
Sigma Planning Corp
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
HighTower Advisors, LLC
|
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|
Goldman Sachs Group Inc
|
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|
Betterment LLC
|
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|
Qube Research & Technologies Ltd
|
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|
Glenview Trust Co
|
|
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|
|
|
Pensionmark Financial Group, Llc
|
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|
|
|
|
Arkadios Wealth Advisors
|
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|
|
|
|
Nautilus Advisors LLC
|
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|
|
Mather Group, Llc.
|
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|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
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|
|
Spire Wealth Management
|
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|
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|
|
Hengehold Capital Management Llc
|
|
|
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|
|
Eagle Strategies LLC
|
|
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|
Finley Financial, LLC
|
|
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|
|
TFC Financial Management
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
eCIO, Inc.
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
North Star Investment Management Corp.
|
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|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Grand Wealth Management, Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Fusion Family Wealth LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
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|
Focus Financial Network, Inc.
|
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|
