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Bank of New York Mellon Corp
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Sawyer & Company, Inc
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Quantum Financial Advisors, LLC
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
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Spinnaker Investment Group, LLC
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UBS Group AG
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Exencial Wealth Advisors, Llc
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Savant Capital, LLC
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Benningfield Financial Advisors, Llc
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Waterfront Wealth Inc.
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Parker Financial LLC
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Tortoise Investment Management, LLC
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Acas, Llc
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Sentinel Wealth Management, Inc.
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Samalin Investment Counsel, LLC
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Cardiff Park Advisors, Llc
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Diversified Trust Co
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Citizens Financial Group Inc/ri
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Arbor Wealth Advisors LLC
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MAI Capital Management
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Elevate Wealth Advisory, Inc
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Us Financial Advisors, Llc
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Archford Capital Strategies, LLC
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Resources Investment Advisors, LLC.
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Burk Holdings LLC
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Dopkins Wealth Management, Llc
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Private Trust Co Na
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UMA Financial Services, Inc.
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Montis Financial, LLC
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Monograph Wealth Advisors, Llc
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Mayfair Advisory Group, LLC
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Heritage Wealth Management, Inc./Texas
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SPGTX - Symmetry Panoramic Trust - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares
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CarsonAllaria Wealth Management, Ltd.
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Strategic Investment Solutions, Inc. /IL
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Websterrogers Financial Advisors, Llc
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Ruedi Wealth Management, Inc.
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Safeguard Investment Advisory Group, LLC
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Perennial Investment Advisors, LLC
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Angeles Wealth Management, Llc
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Western Wealth Management, LLC
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Litman Gregory Asset Management LLC
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Valued Wealth Advisors LLC
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Tableaux Llc
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LPL Financial LLC
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Avantax Advisory Services, Inc.
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EnRich Financial Partners LLC
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KM Capital Management Ltd.
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TruNorth Capital Management, LLC
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Accredited Wealth Management, LLC
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Park Avenue Securities Llc
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Elser Financial Planning, Inc
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Two Sigma Securities, Llc
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Penobscot Investment Management Company, Inc.
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Chicago Partners Investment Group LLC
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Hemington Wealth Management
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Marshall & Sterling Wealth Advisors Inc.
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Cerity Partners LLC
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Equitable Holdings, Inc.
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Stone Point Wealth LLC
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TFC Financial Management
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Apollon Wealth Management, LLC
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TAGStone Capital, Inc.
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Silver Oak Advisory Group, Inc.
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Strategent Financial, LLC
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Atlas Capital Advisors Llc
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Congress Wealth Management LLC / DE /
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Cathy Pareto & Associates, Inc
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Ancora Advisors, LLC
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Envestnet Asset Management Inc
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Werba Rubin Papier Wealth Management
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Gleason Group, Inc.
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Plancorp, LLC
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Conquis Financial Llc
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Eqis Capital Management, Inc.
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Trinity Financial Advisors LLC
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WESCAP Management Group, Inc.
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Sei Investments Co
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Revolve Wealth Partners, LLC
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Sage Rhino Capital Llc
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Naples Global Advisors, Llc
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Johnson Investment Counsel Inc
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Truvestments Capital Llc
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Great Point Wealth Advisors, LLC
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Vestia Personal Wealth Advisors
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Summit Asset Management, LLC
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Hill Island Financial Llc
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Ausdal Financial Partners, Inc.
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Bayshore Asset Management, Llc
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USAdvisors Wealth Management, LLC
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Merit Financial Group, LLC
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CX Institutional
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Navigoe, LLC
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Apollon Financial, LLC
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Financial Symmetry Inc
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Willow Creek Wealth Management Inc.
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Bcm Advisors, Llc
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Signature Securities Group Corporation
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Pineridge Advisors LLC
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Walter & Keenan Financial Consulting Co /mi/ /adv
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Argent Trust Co
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Asset Dedication, LLC
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DAVENPORT & Co LLC
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Smartleaf Asset Management LLC
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Atomi Financial Group, Inc.
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Strathmore Capital Advisors, Inc.
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Fmr Llc
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Assetmark, Inc
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Aspect Partners, LLC
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Kondo Wealth Advisors, Inc.
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Michael A. Dubis Financial Planning, LLC
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M Wealth Management, LLC
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Parvin Asset Management, LLC
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Kmt Wealth Management, Llc
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Ariadne Wealth Management, LP
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Sound Income Strategies, LLC
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True Wealth Design, LLC
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Jfs Wealth Advisors, Llc
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PCA Investment Advisory Services Inc.
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Financial Consulate, Inc
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SC&H Financial Advisors, Inc.
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GEM Asset Management, LLC
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TCG Advisory Services, LLC
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Pinney & Scofield, Inc.
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Cross Staff Investments Inc
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Zhang Financial LLC
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Sutton Place Investors Llc
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Golden State Wealth Management, LLC
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IFG Advisory, LLC
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Financial Engines Advisors L.L.C.
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Cambridge Investment Research Advisors, Inc.
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
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RMB Capital Management, LLC
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Towneley Capital Management, Inc / DE
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VSM Wealth Advisory, LLC
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We Are One Seven, LLC
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Yardley Wealth Management LLC
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Hartland & Co., LLC
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SRS Capital Advisors, Inc.
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Bedel Financial Consulting, Inc.
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Modera Wealth Management, LLC
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WASHINGTON TRUST Co
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Bank Of Montreal /can/
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DecisionPoint Financial, LLC
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Rockefeller Capital Management L.P.
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Jpmorgan Chase & Co
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Accretive Wealth Partners, LLC
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RKL Wealth Management LLC
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Graver Capital Management, LLC
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CWA Asset Management Group, LLC
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Russell Investments Group, Ltd.
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Five Oceans Advisors
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Pinnacle Bancorp, Inc.
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Hanover Advisors Inc
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Brinker Capital Investments, LLC
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Warren Averett Asset Management, LLC
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Opus Capital Group, LLC
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U.S. Capital Wealth Advisors, LLC
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Creative Capital Management Investments LLC
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Wingate Wealth Advisors, Inc.
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Valmark Advisers, Inc.
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Glass Jacobson Investment Advisors llc
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Gwn Securities Inc.
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Claris Advisors, Llc / Mo /
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Global Retirement Partners, LLC
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Promus Capital, LLC
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Integrity Alliance, Llc.
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HighTower Advisors, LLC
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TCP Asset Management, LLC
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Wealthcare Advisory Partners LLC
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JMG Financial Group, Ltd.
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SageView Advisory Group, LLC
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Index Fund Advisors, Inc.
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Tradewinds Capital Management, LLC
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Red Lighthouse Investment Management, Llc
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Olistico Wealth, LLC
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Chilton Capital Management Llc
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ORG Partners LLC
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Peterson Wealth Advisors, LLC
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Summit Trail Advisors, Llc
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Eagle Strategies LLC
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Northwestern Mutual Wealth Management Co
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Narus Financial Partners, LLC
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25 Llc
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Highline Wealth Partners Llc
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VeraBank, N.A.
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ESG Planning
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Atria Investments Llc
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Semitam Bonam Llc
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Vermillion Wealth Management, Inc.
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Tme Financial, Inc.
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Helen Stephens Group, LLC
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Market Street Wealth Management Advisors Llc
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Tiaa Trust, National Association
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Nova Wealth Management, Inc.
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Envision Financial Planning, LLC
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American Financial Advisors, LLC
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Washington Trust Advisors, Inc.
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Mml Investors Services, Llc
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Abacus Planning Group, Inc.
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Mills Wealth Advisors LLC
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Mustard Seed Financial, LLC
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Mpwm Advisory Solutions, Llc
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Smithfield Trust Co
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M Holdings Securities, Inc.
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Cascade Financial Partners, LLC
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Evanson Asset Management, LLC
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Maryland Capital Advisors Inc.
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Diversified Portfolios, Inc.
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Signaturefd, Llc
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Family Investment Center, Inc.
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Foster Dykema Cabot & Partners, Llc
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BluePointe Capital Management, LLC
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Farther Finance Advisors, LLC
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Robertson Stephens Wealth Management, LLC
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L & S Advisors Inc
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Schoolcraft Capital LLC
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M.e. Allison & Co., Inc.
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Meriwether Wealth & Planning, LLC
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Prospera Financial Services Inc
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Watts Gwilliam & Co., LLC
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Sovereign Investment Advisors, LLC
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SwitchPoint Financial Planning, LLC
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Tassel Capital Management, Inc.
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Prospect Financial Group LLC
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Planwiser Financial, Llc
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Daner Wealth Management, LLC
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North Capital, Inc.
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Porter White Investment Advisors, Inc.
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Heartwood Wealth Advisors LLC
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Meritas Wealth Management, LLC
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Milestone Asset Management Group, LLC
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Beacon Pointe Advisors, LLC
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Raymond James Financial Inc
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XY Planning Network, Inc.
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Trust Co Of Vermont
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Wiley Bros.-aintree Capital, Llc
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Measured Wealth Private Client Group, LLC
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Global Wealth Strategies & Associates
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West Financial Advisors, LLC
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Pinnacle Financial Group, LLC / IL
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Mason & Associates Inc
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Cranbrook Wealth Management, LLC
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Monticello Wealth Management, Llc
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Centaurus Financial, Inc.
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Intelligence Driven Advisers, LLC
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Transcend Wealth Collective, Llc
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Sanibel Captiva Trust Company, Inc.
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VestGen Advisors, LLC
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Cetera Investment Advisers
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O'shaughnessy Asset Management, Llc
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Sageworth Trust Co of South Dakota
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CVA Family Office, LLC
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Umb Bank N A/mo
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Granite Harbor Advisors, Inc.
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MBM Wealth Consultants, LLC
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Ballentine Capital Advisors, Inc
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Ridgewood Investments LLC
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Valeo Financial Advisors, LLC
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BKA Wealth Consulting, Inc.
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Institute for Wealth Management, LLC.
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Mission Wealth Management, Lp
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CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares
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Redmont Wealth Advisors Llc
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Wealth Management Partners, LLC
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First National Trust Co
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Belpointe Asset Management LLC
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Salem Investment Counselors Inc
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Apella Capital, LLC
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Brown Brothers Harriman & Co
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Stadion Money Management, LLC
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MBE Wealth Management, LLC
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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StrongBox Wealth, LLC
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Private Capital Management Llc
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Transce3nd, LLC
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Regions Financial Corp
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HTG Investment Advisors, Inc.
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Cornerstone Advisory, LLC
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Clarity Asset Management, Inc.
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Financial Synergies Wealth Advisors, Inc.
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First Horizon Advisors, Inc.
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Physician Wealth Solutions Inc.
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Disciplined Equity Management, Inc.
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Kingsview Wealth Management, LLC
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Mariner, LLC
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Quadcap Wealth Management, LLC
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Citadel Advisors Llc
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Oarsman Capital, Inc.
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FF Advisors,LLC
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Rialto Wealth Management, LLC
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Hilltop National Bank
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Howe & Rusling Inc
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Texas Capital Bank Wealth Management Services Inc
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Clark Asset Management, LLC
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DBK Financial Counsel, LLC
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GDS Wealth Management
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North Ridge Wealth Advisors, Inc.
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Tillman Hartley LLC
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My Purposeful Wealth Corp.
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Comprehensive Financial Planning, Inc./PA
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Midwest Heritage Bank, FSB
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Capstone Wealth Management, LLC
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AE Wealth Management LLC
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Advyzon Investment Management, LLC
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Lutz Financial Services LLC
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Essex Financial Services, Inc.
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Stratos Wealth Partners, LTD.
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Platform Technology Partners
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Fca Corp /tx
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Webster Bank, N. A.
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Boston Private Wealth Llc
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Jackson Thornton Asset Management, Llc
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WCG Wealth Advisors LLC
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Stratos Wealth Advisors, LLC
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LVZ Advisors, Inc.
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Wealthspan Partners, Llc
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Center for Financial Planning, Inc.
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Advisory Alpha, LLC
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One Capital Management, LLC
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Sincerus Advisory, LLC
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Meridian Wealth Partners, LLC
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Mendota Financial Group, LLC
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Well Done, LLC
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Guardian Wealth Advisors, Llc / Nc
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Legacy Financial Group, Inc.
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Wsfs Capital Management, Llc
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SpringVest Wealth Management LLC
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Buckingham Strategic Partners
|
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Wick Capital Partners, LLC
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Archer Investment Corp
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Clune & Associates, Ltd.
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FineMark National Bank & Trust
|
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South Plains Financial, Inc.
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Colony Family Offices, LLC
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Tranquility Partners, LLC
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Trace Wealth Advisors, LLC
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Foster Group, Inc.
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Warwick Investment Management, Inc.
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Marcum Wealth, LLC
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Pacific Center for Financial Services
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Garrett Investment Advisors LLC
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Dravo Bay Llc
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New Hampshire Trust
|
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Coston, McIsaac & Partners
|
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Hardy Reed LLC
|
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|
Invst, LLC
|
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Bridge Generations Wealth Management Llc
|
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Legacy Wealth Managment, LLC/ID
|
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First United Bank Trust/
|
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Perigon Wealth Management, LLC
|
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Kayne Anderson Rudnick Investment Management Llc
|
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SYM FINANCIAL Corp
|
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WorthPointe, LLC
|
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Forum Private Client Group LLC
|
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JDH Wealth Management, LLC
|
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Financial Advocates Investment Management
|
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First Manhattan Co
|
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Allworth Financial LP
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Zrc Wealth Management, Llc
|
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Financial Insights, Inc.
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Lynch & Associates/in
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Great Valley Advisor Group, Inc.
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RFG Advisory, LLC
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Pillar Financial Advisors, LLC
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Wells Fargo & Company/mn
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Conservest Capital Advisors, Inc.
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Cresset Asset Management, LLC
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Cwm, Llc
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Ascent Group, LLC
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Aurelius Family Office LLC
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AlphaCore Capital LLC
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Axis Wealth Partners, LLC
|
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First Financial Group Corp
|
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Princeton Global Asset Management LLC
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Orion Portfolio Solutions, LLC
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Harbour Investments, Inc.
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AdvisorNet Financial, Inc
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Eq Wealth Advisors, Llc
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Reyes Financial Architecture, Inc.
|
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Bangor Savings Bank
|
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Private Wealth Management Group, LLC
|
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|
Sax Wealth Advisors, Llc
|
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Cypress Wealth Services, LLC
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Bordeaux Wealth Advisors LLC
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Prudent Man Investment Management, Inc.
|
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Fairman Group, LLC
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Steel Peak Wealth Management LLC
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TCI Wealth Advisors, Inc.
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Rs Crum Inc.
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Accredited Investor Services, Llc
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Kestra Investment Management, LLC
|
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DHJJ Financial Advisors, Ltd.
|
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|
BCO Wealth Management LLC
|
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Wade Financial Advisory, Inc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
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|
Pettinga Financial Advisors, LLC
|
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|
Quarry Hill Advisors, Llc
|
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|
Cyndeo Wealth Partners, LLC
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
Oak Harbor Wealth Partners, Llc
|
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PrairieView Partners, LLC
|
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Westmount Partners, LLC
|
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Ronald Blue Trust, Inc.
|
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BSW Wealth Partners
|
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Lido Advisors, LLC
|
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|
|
Sterling Wealth Management, Inc.
|
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|
Professional Financial Advisors, LLC
|
|
|
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|
|
Moody National Bank Trust Division
|
|
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|
Brighton Jones Llc
|
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|
Aspiriant, Llc
|
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|
Disciplined Investments, LLC
|
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|
Kovitz Investment Group Partners, LLC
|
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Investmark Advisory Group LLC
|
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Cherry Tree Wealth Management, LLC
|
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|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Clg Llc
|
|
|
|
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|
MBA Advisors LLC
|
|
|
|
|
|
Seneschal Advisors, LLC
|
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|
|
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|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
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Forum Financial Management, LP
|
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Dynamic Advisor Solutions LLC
|
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Dixon Fnancial Services, Inc.
|
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|
Efficient Frontier Advisors LLC
|
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|
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Integrated Advisors Network LLC
|
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Goldstein Advisors, LLC
|
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DiNuzzo Private Wealth, Inc.
|
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|
|
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|
Rehmann Capital Advisory Group
|
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Collective Family Office Llc
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Tfo-tdc, Llc
|
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FinDec Wealth Services, Inc.
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Hiley Hunt Wealth Management
|
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|
|
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Rockwood Wealth Management, LLC
|
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Summit Wealth Group, LLC
|
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Financial Connections Group, Inc.
|
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|
Woodside Wealth Management LLC
|
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Maseco Llp
|
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|
|
Bannerman Wealth Management Group, Llc
|
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CoreCap Advisors, LLC
|
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|
BlackRock, Inc.
|
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|
Pure Financial Advisors, Inc.
|
|
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|
Frazier Financial Advisors, LLC
|
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IFG Advisors, LLC
|
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|
Tilson Financial Group, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Andrews, Lucia Wealth Management Llc
|
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|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Alpha Financial Advisors, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Great Waters Wealth Management
|
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|
Cloud Capital Management, LLC
|
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|
First Command Advisory Services, Inc.
|
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|
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|
Wescott Financial Advisory Group, LLC
|
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|
SJS Investment Consulting Inc.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
Jentner Corp
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Modern Wealth Management, LLC
|
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|
Lowe Brockenbrough & Co Inc
|
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|
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|
Stordahl Capital Management, Inc.
|
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|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
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|
Hm Payson & Co
|
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|
Timonier Family Office, LTD.
|
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|
EP Wealth Advisors, Inc.
|
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|
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|
Advisor Group Holdings, Inc.
|
|
|
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|
Private Management Group Inc
|
|
|
|
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|
SOUTH STATE Corp
|
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|
Kwmg, Llc
|
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|
NFP Retirement, Inc.
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Cornerstone Planning Group LLC
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Avantax Planning Partners, Inc.
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|
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|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Cambridge Capital Management, Llc
|
|
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|
Sigma Planning Corp
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|
Brown Advisory Inc
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|
Principal Securities, Inc.
|
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|
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|
KPP Advisory Services LLC
|
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|
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|
Qube Research & Technologies Ltd
|
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|
|
Renaissance Technologies Llc
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|
Lauterbach Financial Advisors, LLC
|
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|
National Asset Management, Inc.
|
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|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
Aspen Capital Management, LLC
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Hill Investment Group Partners, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Altiora Financial Group, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Wealth Advisors Northwest LLC
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
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|
First Foundation Advisors
|
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|
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|
Operose Advisors LLC
|
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|
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|
Verus Financial Partners, Inc.
|
|
|
|
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|
Capital Analysts, Inc.
|
|
|
|
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|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
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|
Fort Point Capital Partners LLC
|
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|
Tilia Fiduciary Partners, Inc.
|
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|
Signature Estate & Investment Advisors Llc
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
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|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
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|
FLC Capital Advisors
|
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|
Grunden Financial Advisory, Inc.
|
|
|
|
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|
Kestra Advisory Services, LLC
|
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|
Hilltop Holdings Inc.
|
|
|
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|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Austin Asset Management Co Inc
|
|
|
|
|
|
Sageworth Trust Co
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Peavine Capital, Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Allodium Investment Consultants, LLC
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
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|
|
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|
Birchcreek Wealth Management, LLC
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|
Financial Advisory Service, Inc.
|
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|
Linscomb & Williams, Inc.
|
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|
Parallel Advisors, LLC
|
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|
Cedar Point Capital Partners, LLC
|
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|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Concord Wealth Partners
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|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Kooman & Associates
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Cahill Wealth Management, LLC
|
|
|
|
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|
Legacy Investment Solutions, LLC
|
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|
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|
Skopos Labs, Inc.
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|
Francis Financial, Inc.
|
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|
Planning Center, Inc.
|
|
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|
Curio Wealth, Llc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
WPWealth LLP
|
|
|
|
|
|
Hartmann Taylor Wealth Management, LLC
|
|
|
|
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|
PDS Planning, Inc
|
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|
Global Trust Asset Management, LLC
|
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|
Vise Technologies, Inc.
|
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|
Fortis Capital Advisors, LLC
|
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|
Aptus Capital Advisors, LLC
|
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|
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|
Aire Advisors, Llc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Ade, Llc
|
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|
Pinkerton Retirement Specialists, LLC
|
|
|
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|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Lauer Wealth, LLC
|
|
|
|
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|
Fmb Wealth Management
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Axxcess Wealth Management, Llc
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Acorn Creek Capital Llc
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Hollencrest Capital Management
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Newton One Investments LLC
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McIlrath & Eck, LLC
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Provenance Wealth Advisors, LLC
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Smith, Moore & Co.
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Dunhill Financial, LLC
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Red Tortoise LLC
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McGlone Suttner Wealth Management, Inc.
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Mosaic Family Wealth Partners, Llc
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Morris Financial Concepts, Inc.
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Acorn Wealth Advisors, LLC
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Christopher J. Hasenberg, Inc
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Kraft Asset Management, Llc
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Rsm Us Wealth Management Llc
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Signature Wealth Management Group
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NorthRock Partners, LLC
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Janney Montgomery Scott LLC
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Goepper Burkhardt LLC
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K2 Financial Inc.
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Sowell Financial Services LLC
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Pnc Financial Services Group, Inc.
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Elwood & Goetz Wealth Advisory Group, LLC
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Bleakley Financial Group, LLC
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Savvy Advisors, Inc.
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Berger Financial Group, Inc
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Bouchey Financial Group Ltd
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Private Advisor Group, LLC
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Frank, Rimerman Advisors LLC
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Resonant Capital Advisors, LLC
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Snowden Capital Advisors LLC
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LRI Investments, LLC
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Keb Asset Management, Llc
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Sollinda Capital Management LLC
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Beacon Financial Advisory LLC
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Blume Capital Management, Inc.
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IHT Wealth Management, LLC
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PBMares Wealth Management LLC
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Nbc Securities, Inc.
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Winebrenner Capital Management Llc
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Vantage Point Financial LLC
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CWS Financial Advisors, LLC
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Colorado Capital Management, Inc.
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Evoke Wealth, Llc
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Divergent Planning, LLC
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Bank Of America Corp /de/
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Prevail Innovative Wealth Advisors, Llc
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Squire Investment Management Company, LLC
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Ameriprise Financial Inc
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Colonial Trust Co / SC
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Synovus Financial Corp
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BOK Financial Private Wealth, Inc.
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Capital Management Associates, Inc
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Next Level Wealth Planning, LLC
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Hantz Financial Services, Inc.
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Mercer Global Advisors Inc /adv
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Cordant, Inc.
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Bfsg, Llc
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Wealth Enhancement Advisory Services, Llc
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B&D White Capital Company, LLC
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Oppenheimer & Co Inc
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First National Bank Sioux Falls
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Heritage Investment Group, Inc.
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Embree Financial Group
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Bridgewater Advisors Inc.
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Compass Planning Associates Inc
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Massmutual Trust Co Fsb/adv
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Kennebec Savings Bank
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Safeguard Financial, LLC
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Foundations Investment Advisors, LLC
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EverSource Wealth Advisors, LLC
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Capital Investment Advisory Services, LLC
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AG Asset Advisory, LLC
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Amarillo National Bank
|
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Whittier Trust Co Of Nevada Inc
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Investment Advisory Group, LLC
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GPS Wealth Strategies Group, LLC
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Washington Trust Bank
|
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Geneos Wealth Management Inc.
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Avant Financial Advisors LLC
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Clear Creek Financial Management, LLC
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Parkside Financial Bank & Trust
|
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Teachers Insurance & Annuity Association Of America
|
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Shearwater Capital LLC
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Root Financial Partners, LLC
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Busey Wealth Management
|
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Advisory Services Network, LLC
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S.A. Mason LLC
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Commonwealth Equity Services, Llc
|
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Beaird Harris Wealth Management, LLC
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Truist Financial Corp
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BWM Planning, LLC
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GWM Advisors LLC
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Premier Financial Group
|
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Urban Financial Advisory Corp
|
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Change Path, LLC
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First Community Trust Na
|
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Parkworth Wealth Management, Inc.
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C M Bidwell & Associates Ltd
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|
Fifth Third Bancorp
|
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|
Awm Capital, Llc
|
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|
Verus Wealth Management, Llc
|
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|
Bill Few Associates, Inc.
|
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|
Baird Financial Group, Inc.
|
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|
Oakworth Capital, Inc.
|
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Captrust Financial Advisors
|
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Bokf, Na
|
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|
Joel Isaacson & Co., LLC
|
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|
Betterment LLC
|
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|
Two West Capital Advisors LLC
|
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|
180 Wealth Advisors, Llc
|
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|
RAM Investment Partners, LLC
|
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|
Your Advocates Ltd., LLP
|
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|
Leonard Rickey Investment Advisors P.L.L.C.
|
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|
Midwest Trust Co
|
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|
Cladis Investment Advisory, LLC
|
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|
Spire Wealth Management
|
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|
Townsquare Capital Llc
|
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|
First American Trust, Fsb
|
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|
Rf&l Wealth Management, Llc
|
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|
|
Huntington National Bank
|
|
|
|
|
|
Oak Wealth Advisors LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
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|
|
|
|
Commerce Bank
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Clarity Capital Advisors, LLC
|
|
|
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|
|
Citigroup Inc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Lam Group, Inc.
|
|
|
|
|
|
Chokshi & Queen Wealth Advisors, Inc
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Watershed Private Wealth Llc
|
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|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
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|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Asset Planning Corporation
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
G2 Capital Management, Llc / Oh
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Pacific Asset Management, LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
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|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Cascade Wealth Advisors, Inc
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Pioneer Wealth Management Group
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
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|
American Investment Services, Inc.
|
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Powers Advisory Group, LLC
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|
