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Hilltop Holdings Inc.
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CVA Family Office, LLC
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Apollon Wealth Management, LLC
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M&t Bank Corp
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Huntington National Bank
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Natural Investments, Llc
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Integrated Wealth Concepts LLC
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Gemmer Asset Management LLC
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LongView Asset Management LLC
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Wealth Management Partners, LLC
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Creative Planning
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Darden Wealth Group Inc
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AE Wealth Management LLC
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Financial Services Advisory Inc
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Wealth Advisory Team LLC
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Modern Wealth Management, LLC
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W.H. Cornerstone Investments Inc.
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Hilltop Partners LLC
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Revolve Wealth Partners, LLC
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HB Wealth Management, LLC
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Keystone Financial Services
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Bailard, Inc.
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HighTower Advisors, LLC
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McIlrath & Eck, LLC
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Kingswood Wealth Advisors, Llc
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Elios Financial Group Inc.
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TD Capital Management LLC
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Sage Financial Group Inc
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Joel Isaacson & Co., LLC
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Dunhill Financial, LLC
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Insight Wealth Strategies, LLC
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Buffington Mohr McNeal
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Hill Island Financial Llc
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RMB Capital Management, LLC
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Jones Financial Companies Lllp
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Trillium Asset Management, Llc
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Grant/GrossMendelsohn, LLC
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Stratos Wealth Partners, LTD.
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Cambridge Investment Research Advisors, Inc.
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Qrg Capital Management, Inc.
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Vontobel Holding Ltd.
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Atria Wealth Solutions, Inc.
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Eqis Capital Management, Inc.
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Lowe Wealth Advisors, LLC
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Boston Trust Walden Corp
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
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Harfst & Associates, Inc.
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Rise Advisors, LLC
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Hantz Financial Services, Inc.
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Ballast Advisors Llc
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Savvy Advisors, Inc.
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Kesler, Norman & Wride, LLC
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Flagship Private Wealth, LLC
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Parkside Financial Bank & Trust
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Neumann Capital Management, LLC
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Ancora Advisors, LLC
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Avantax Advisory Services, Inc.
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Axxcess Wealth Management, Llc
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NorthRock Partners, LLC
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Ulland Investment Advisors, LLC
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Marco Investment Management Llc
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Well Done, LLC
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Affinity Wealth Management Llc
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Cornerstone Planning Group LLC
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Copperleaf Capital, LLC
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Adirondack Trust Co
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Roof Eidam & Maycock/adv
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Parallel Advisors, LLC
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Pitcairn Co
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Sage Financial Management Group, Inc.
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Credential Qtrade Securities Inc.
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Walkner Condon Financial Advisors LLC
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Envestnet Portfolio Solutions, Inc.
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Meridian Wealth Management, LLC
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Headinvest, Llc
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4Thought Financial Group Inc.
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Sharkey, Howes & Javer
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Kestra Investment Management, LLC
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Gradient Investments LLC
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White Lighthouse Investment Management Inc.
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Federation des caisses Desjardins du Quebec
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Emerald Investment Partners, Llc
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Beacon Pointe Advisors, LLC
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Ameriprise Financial Inc
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Zevin Asset Management Llc
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Wealthcare Advisory Partners LLC
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Continuum Advisory, LLC
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Van Hulzen Asset Management, LLC
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SRS Capital Advisors, Inc.
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Whittier Trust Co Of Nevada Inc
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Strategic Wealth Partners, Ltd.
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Mascoma Wealth Management LLC
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New Covenant Trust Company, N.A.
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Retirement Income Solutions, Inc
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Merit Financial Group, LLC
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Concord Asset Management, LLC/VA
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Boston Private Wealth Llc
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Hm Payson & Co
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Bridgewater Advisors Inc.
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Firestone Capital Management
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Bond & Devick Financial Network, Inc.
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Marshall Wace, Llp
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SCS Capital Management LLC
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Landaas & Co /wi /adv
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Baker Avenue Asset Management, LP
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Tritonpoint Wealth, Llc
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Morgan Stanley
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Flagship Harbor Advisors, Llc
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Bartlett & Co. Wealth Management Llc
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Altfest L J & Co Inc
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Childress Capital Advisors, Llc
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Sandy Spring Bank
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TruNorth Capital Management, LLC
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Oregon Pacific Wealth Management, LLC
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Arkadios Wealth Advisors
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Old Port Advisors
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Johnson Investment Counsel Inc
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Evermay Wealth Management Llc
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Capital A Wealth Management, LLC
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Main Street Group, LTD
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Forbes J M & Co Llp
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Envestnet Asset Management Inc
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Erickson Financial Group, LLC
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Financial Insights, Inc.
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Steward Partners Investment Advisory, Llc
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Centurion Wealth Management LLC
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Trilogy Capital Inc.
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O'shaughnessy Asset Management, Llc
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Theory Financial Llc
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National Bank Of Canada /fi/
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Smith & Howard Wealth Management, LLC
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GenTrust, LLC
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Mayflower Financial Advisors, LLC
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UMA Financial Services, Inc.
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Acropolis Investment Management, LLC
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Golden State Wealth Management, LLC
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Oxler Private Wealth LLC
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Buttonwood Financial Group, LLC
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Verus Capital Partners, Llc
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Ausdal Financial Partners, Inc.
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Beacon Financial Advisory LLC
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We Are One Seven, LLC
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Callan Capital, LLC
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Blair William & Co/il
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Stifel Financial Corp
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My Legacy Advisors, LLC
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Zrc Wealth Management, Llc
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LifePlan Investment Advisors, Inc.
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Adviser Investments LLC
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Dorsey & Whitney Trust CO LLC
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Copley Financial Group, Inc.
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Finley Financial, LLC
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First Trust Advisors Lp
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Glenmede Trust Co Na
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Accredited Investors Inc.
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Austin Private Wealth, LLC
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Fingerlakes Wealth Management, Inc.
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Ameritas Investment Partners, Inc.
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Advisory Services Network, LLC
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Thrivent Financial For Lutherans
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Bank of New York Mellon Corp
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Sequoia Financial Advisors, LLC
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Keel Point, LLC
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Bbr Partners, Llc
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SK Wealth Management, LLC
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St Germain D J Co Inc
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Carret Asset Management, Llc
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Wiley Bros.-aintree Capital, Llc
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Cresset Asset Management, LLC
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Wrapmanager Inc
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Capital Advantage, Inc.
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Lwm Advisors Inc
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Hilltop Wealth Advisors, Llc
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Heritage Wealth Advisors
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Figure 8 Investment Strategies Llc
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Ridgecrest Wealth Partners, Llc
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Great Valley Advisor Group, Inc.
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Sound View Wealth Advisors Group, LLC
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Captrust Financial Advisors
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Ellevest, Inc.
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Focus Financial Network, Inc.
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Trustmark National Bank Trust Department
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MEMBERS Trust Co
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Betterment LLC
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Colonial Trust Advisors
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Topel & Distasi Wealth Management, LLC
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U.S. Capital Wealth Advisors, LLC
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Lindbrook Capital, Llc
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Whittier Trust Co
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Stanich Group LLC
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WealthTrak Capital Management LLC
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SOA Wealth Advisors, LLC.
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Vicus Capital
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Gibson Capital, LLC
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Bahl & Gaynor Inc
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MAI Capital Management
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Hills Bank & Trust Co
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Evoke Wealth, Llc
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KBC Group NV
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Somerset Group LLC
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Clear Harbor Asset Management, LLC
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Glenmede Investment Management, LP
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Asset Dedication, LLC
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Ameriflex Group, Inc.
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TD Waterhouse Canada Inc.
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Essential Planning, LLC.
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KFA Private Wealth Group, LLC
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Wealthspire Advisors, LLC
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Advisor Group Holdings, Inc.
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Mount Yale Investment Advisors, LLC
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Creative Capital Management Investments LLC
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Allworth Financial LP
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Signaturefd, Llc
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AlphaCore Capital LLC
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Clean Yield Group
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Goldman Sachs Group Inc
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Cornerstone Wealth Management, LLC
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Bensler, LLC
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MA Private Wealth
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Bessemer Group Inc
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Strategic Point Investment Advisors, LLC
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EP Wealth Advisors, Inc.
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Aptus Capital Advisors, LLC
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Larson Financial Group LLC
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Shepherd Financial Partners LLC
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Fielder Capital Group LLC
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Rossmore Private Capital
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Halter Ferguson Financial Inc.
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Skopos Labs, Inc.
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CX Institutional
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MBE Wealth Management, LLC
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|
Bank of New Hampshire
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Snider Financial Group
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Great Diamond Partners, LLC
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Eley Financial Management, Inc
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Fifth Third Bancorp
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Rede Wealth, LLC
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DHJJ Financial Advisors, Ltd.
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Ameritas Advisory Services, LLC
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Buckingham Strategic Partners
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Rockefeller Capital Management L.P.
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Diversified Trust Co
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MainStreet Investment Advisors LLC
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JSF Financial, LLC
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Citizens Financial Group Inc/ri
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Coordinated Financial Services, Inc./CO
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Hengehold Capital Management Llc
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Perigon Wealth Management, LLC
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Umpqua Bank
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Consolidated Portfolio Review Corp
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GPS Wealth Strategies Group, LLC
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Colorado Capital Management, Inc.
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Pennsylvania Capital Management Inc /adv
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Old National Bancorp /in/
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Aspiriant, Llc
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JB Capital LLC
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Tsfg, Llc
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Magnus Financial Group LLC
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Fifth Third Wealth Advisors LLC
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Onyx Bridge Wealth Group LLC
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Kovitz Investment Group Partners, LLC
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NewEdge Wealth, LLC
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Milestone Investment Advisors LLC
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Institute for Wealth Management, LLC.
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Principal Securities, Inc.
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Jfs Wealth Advisors, Llc
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Decker Retirement Planning Inc.
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One Capital Management, LLC
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Putnam Fl Investment Management Co
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First Pacific Financial
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Pnc Financial Services Group, Inc.
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Spectrum Planning & Advisory Services Inc.
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Cwm, Llc
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Blue Zone Wealth Advisors, LLC
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Parkside Advisors LLC
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Bordeaux Wealth Advisors LLC
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|
Bangor Savings Bank
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|
JNBA Financial Advisors
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|
Bremer Bank National Association
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Spire Wealth Management
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Lido Advisors, LLC
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Western Wealth Management, LLC
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J.w. Cole Advisors, Inc.
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Sterling Investment Advisors, Ltd.
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Bank Of America Corp /de/
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West Financial Advisors, LLC
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Macroview Investment Management Llc
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|
Atlantic Union Bankshares Corp
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|
Gts Securities Llc
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Hrt Financial Lp
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Rogco, Lp
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Dynamic Advisor Solutions LLC
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Orion Portfolio Solutions, LLC
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Maia Wealth LLC
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BIP Wealth, LLC
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Tilson Financial Group, Inc.
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Eq Llc
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First Horizon Advisors, Inc.
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Destination Wealth Management
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Hall Laurie J Trustee
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|
May Hill Capital, LLC
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Golden State Equity Partners
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Wesbanco Bank Inc
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Wealthgarden F.s. Llc
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Midland Wealth Advisors Llc
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Financial Advisory Service, Inc.
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Ritter Daniher Financial Advisory LLC / DE
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Farther Finance Advisors, LLC
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CFS Investment Advisory Services, LLC
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Close Asset Management Ltd
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Sequent Planning LLC
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CoreCap Advisors, LLC
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PrairieView Partners, LLC
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Kilter Group LLC
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Us Bancorp \de\
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Atomi Financial Group, Inc.
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Cypress Wealth Services, LLC
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One Wealth Advisors, LLC
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Sage Capital Management, LLC
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Evergreen Capital Management Llc
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Sofi Wealth, Llc
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Comerica Bank
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Capital Asset Advisory Services LLC
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Atlantic Trust, LLC
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Gladstone Institutional Advisory LLC
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Archer Investment Corp
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Brown Financial Advisors
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Geneos Wealth Management Inc.
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CRA Financial Services, LLC
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Schneider Downs Wealth Management Advisors, LP
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Zevenbergen Capital Investments Llc
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United Capital Financial Advisers, Llc
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Sei Investments Co
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Concord Wealth Partners
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Sovereign Financial Group, Inc.
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Concurrent Investment Advisors, LLC
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IMA Wealth, Inc.
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Bradley & Co. Private Wealth Management, LLC
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Willow Creek Wealth Management Inc.
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Rsm Us Wealth Management Llc
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Charter Oak Capital Management, LLC
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Snowden Capital Advisors LLC
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Mercer Global Advisors Inc /adv
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Smartleaf Asset Management LLC
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Goldstein Advisors, LLC
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Allodium Investment Consultants, LLC
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Fortis Capital Management LLC
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Lifelong Wealth Advisors, Inc.
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Wilson & Boucher Capital Management, LLC
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WNY Asset Management, LLC
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Moment Partners, LLC
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1 North Wealth Services Llc
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Potentia Wealth
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Evergreen Private Wealth LLC
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Private Trust Co Na
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Warren Averett Asset Management, LLC
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Endeavor Private Wealth, Inc.
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IFP Advisors, Inc
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Financial Network Wealth Management LLC
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SigFig Wealth Management, LLC
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Brooklyn FI, LLC
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Gould Asset Management Llc /ca/
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Truist Financial Corp
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Boston Standard Wealth Management, LLC
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Tempus Wealth Planning, LLC
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Susquehanna International Group, Llp
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Capital Analysts, Inc.
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Regal Investment Advisors LLC
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Peak Financial Management, Inc.
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Kestra Advisory Services, LLC
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Janney Montgomery Scott LLC
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Burns J W & Co Inc/ny
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Quantinno Capital Management LP
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Diversified Enterprises, LLC
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Chicago Partners Investment Group LLC
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Private Advisor Group, LLC
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West Wealth Group, LLC
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Keybank National Association/oh
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Wealth Enhancement Advisory Services, Llc
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Brinker Capital Investments, LLC
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Baird Financial Group, Inc.
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AllSquare Wealth Management LLC
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Resources Investment Advisors, LLC.
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Wedbush Securities Inc
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Mather Group, Llc.
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Eastern Bank
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Sigma Planning Corp
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First Foundation Advisors
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Conscious Wealth Investments, Llc
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Prism Advisors, Inc.
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Evolution Wealth Management Inc.
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Addison Advisors LLC
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Montecito Bank & Trust
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Brio Consultants, LLC
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Two West Capital Advisors LLC
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Mariner, LLC
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Myecfo, Llc
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Gen-Wealth Partners Inc
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Qube Research & Technologies Ltd
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Gateway Wealth Partners, LLC
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Arete Wealth Advisors, LLC
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Jane Street Group, Llc
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GWM Advisors LLC
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Tiaa Trust, National Association
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First Affirmative Financial Network
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Copia Wealth Management
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Coldstream Capital Management Inc
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Mission Creek Capital Partners, Inc.
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Twin Peaks Wealth Advisors, LLC
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Private Capital Management Llc
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Frederick Financial Consultants, LLC
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VERITY Wealth Advisors
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Rockingstone Advisors LLC
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Equitable Holdings, Inc.
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Brookstone Capital Management
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Tortoise Investment Management, LLC
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Assetmark, Inc
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Braun-Bostich & Associates Inc.
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Hanson & Doremus Investment Management
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SageView Advisory Group, LLC
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Pensionmark Financial Group, Llc
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Blume Capital Management, Inc.
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Valtinson Bruner Financial Planning LLC
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Essex Savings Bank
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Smithfield Trust Co
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Wealth Architects, LLC
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CENTRAL TRUST Co
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Royal Bank Of Canada
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CIBC World Markets Inc.
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PFG Investments, LLC
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Morris Retirement Advisors, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Commonwealth Equity Services, Llc
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Creative Financial Designs Inc /adv
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Beacon Financial Group
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Transce3nd, LLC
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Dougherty Wealth Advisers LLC
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Long Run Wealth Advisors, LLC
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Diversify Advisory Services, LLC
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JustInvest LLC
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Atlas Capital Advisors Llc
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Cove Private Wealth, LLC
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Kathmere Capital Management, LLC
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Investors Research Corp
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Mml Investors Services, Llc
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Horst & Graben Wealth Management LLC
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Venturi Wealth Management, LLC
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Atria Investments Llc
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LPL Financial LLC
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BigSur Wealth Management LLC
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Pittenger & Anderson Inc
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Black Diamond Financial, LLC
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Birch Hill Investment Advisors LLC
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Johnson Financial Group, Inc.
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Wealth Alliance
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Kestra Private Wealth Services, Llc
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Laurel Wealth Planning LLC
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Raymond James Financial Inc
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Franklin Resources Inc
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RFG Advisory, LLC
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Pinnacle Associates Ltd
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S.A. Mason LLC
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Midwest Trust Co
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Guardian Wealth Advisors, Llc / Nc
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Manchester Capital Management LLC
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YANKCOM Partnership
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Argent Trust Co
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Cranbrook Wealth Management, LLC
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Wells Fargo & Company/mn
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Modera Wealth Management, LLC
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Harbour Investments, Inc.
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Principle Wealth Partners Llc
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McClarren Financial Advisors, Inc.
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CIBC Private Wealth Group, LLC
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Renaissance Technologies Llc
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Pinnacle Wealth Management Advisory Group, LLC
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Fiduciary Trust Co
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Jpmorgan Chase & Co
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Mutual Advisors, LLC
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Rollins Financial Advisors, LLC
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Richmond Investment Services, LLC
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Cerity Partners LLC
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Bigelow Investment Advisors, LLC
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Sax Wealth Advisors, Llc
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Cherry Tree Wealth Management, LLC
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Russell Investments Group, Ltd.
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Moisand Fitzgerald Tamayo, LLC
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One Wealth Capital Management, Llc
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Francis Financial, Inc.
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Kennebec Savings Bank
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Impact Investors, Inc
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|
Citigroup Inc
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Prentiss Smith & Co Inc
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Cetera Investment Advisers
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Coordinated Financial Services, Inc.
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Romano Brothers And Company
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Bank Of Montreal /can/
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Westside Investment Management, Inc.
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Erste Asset Management GmbH
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Park Avenue Securities Llc
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Johnson Bixby & Associates, LLC
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Frisch Financial Group, Inc.
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Matrix Private Capital Group Llc
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Wealthfront Advisers Llc
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UBS Group AG
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Bristlecone Advisors, LLC
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CI Private Wealth, LLC
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Citadel Advisors Llc
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Northwestern Mutual Wealth Management Co
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|
Allianz Se
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Weaver Consulting Group
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Banco Santander, S.A.
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Hoxton Planning & Management, LLC
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Hartland & Co., LLC
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Massmutual Trust Co Fsb/adv
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EverSource Wealth Advisors, LLC
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Deutsche Bank Ag\
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Harbor Asset Planning, Inc.
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American Capital Advisory, LLC
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Wealthcare Capital Management Llc
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Millstone Evans Group, LLC
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Strategic Blueprint, LLC
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Dohj, Llc
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Howe & Rusling Inc
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Migdal Insurance & Financial Holdings Ltd.
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Patriot Financial Group Insurance Agency, LLC
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Per Stirling Capital Management, LLC.
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|
BlackRock, Inc.
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Colony Group, LLC
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GeoWealth Management, LLC
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|
Nbt Bank N A /ny
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|
Miracle Mile Advisors, LLC
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|
|
|
|
Trust Co Of Vermont
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|
|
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|
Hollencrest Capital Management
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|
|
Founders Capital Management
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|
Ashton Thomas Private Wealth, LLC
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|
Journey Strategic Wealth Llc
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|
Leonard Rickey Investment Advisors P.L.L.C.
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|
Tower Research Capital LLC (TRC)
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|
Litman Gregory Asset Management LLC
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|
Investor's Fiduciary Advisor Network, LLC
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Princeton Global Asset Management LLC
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Valmark Advisers, Inc.
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|
Cobblestone Capital Advisors Llc /ny/
|
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|
Altus Wealth Group LLC
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|
|
|
|
Rossby Financial, LCC
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Arbor Investment Advisors, LLC
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|
D.a. Davidson & Co.
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|
Salomon & Ludwin, LLC
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|
Traphagen Investment Advisors Llc
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|
Bnp Paribas Arbitrage, Sa
|
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|
|
|
|
Ascent Group, LLC
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|
|
|
|
Sagespring Wealth Partners, Llc
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|
|
|
Sapient Capital Llc
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|
|
|
|
Fmr Llc
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|
Paradigm Financial Partners, Llc
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|
Armis Advisers, LLC
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|
Heck Capital Advisors, LLC
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Global Retirement Partners, LLC
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Mesirow Financial Investment Management, Inc.
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AdvisorNet Financial, Inc
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Arlington Financial Advisors, LLC
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Financial Perspectives, Inc
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|
Sovran Advisors, LLC
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|
Wbh Advisory Inc
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|
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|
Creekside Partners
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|
Parsons Capital Management Inc/ri
|
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|
|
|
Oliver Lagore Vanvalin Investment Group
|
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|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
