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National Bank Of Canada /fi/
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Legacy Bridge, LLC
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Us Bancorp \de\
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State Street Corp
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Naviter Wealth, LLC
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Tyche Wealth Partners LLC
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Cannon Financial Strategists, Inc.
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Toronto Dominion Bank
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Investors Research Corp
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Pnc Financial Services Group, Inc.
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RDA Financial Network
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Heck Capital Advisors, LLC
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Aqr Capital Management Llc
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Brown Advisory Inc
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Atria Wealth Solutions, Inc.
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Wealthspire Advisors, LLC
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IRTR - iSHARES TRUST - iShares LifePath Retirement ETF
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Prosperity Planning, Inc.
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Kovitz Investment Group Partners, LLC
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MJT & Associates Financial Advisory Group, Inc.
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Keystone Financial Group, Inc.
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Allworth Financial LP
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Asset Dedication, LLC
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Ellenbecker Investment Group
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Freedom Day Solutions, LLC
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Merit Financial Group, LLC
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Heritage Financial Services, LLC
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ITDG - iSHARES TRUST - iShares LifePath Target Date 2055 ETF
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Glenmede Investment Management, LP
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Mariner, LLC
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Integrated Wealth Concepts LLC
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Cardiff Park Advisors, Llc
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Millington Financial Advisors, LLC
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Post Resch Tallon Group Inc.
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International Assets Investment Management, Llc
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Walter & Keenan Financial Consulting Co /mi/ /adv
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Gladstone Institutional Advisory LLC
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Insight Advisors, LLC/ PA
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Securian Asset Management, Inc
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Steward Partners Investment Advisory, Llc
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LRI Investments, LLC
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Cape Investment Advisory, Inc.
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Buckingham Strategic Partners
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Geneos Wealth Management Inc.
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Congress Asset Management Co /ma
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Jane Street Group, Llc
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Covenant Partners, LLC
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Sheaff Brock Investment Advisors, LLC
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VestGen Advisors, LLC
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Aletheian Wealth Advisors LLC
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Trust Co of Tennessee
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Founders Financial Alliance, LLC
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Jackson, Grant Investment Advisers, Inc.
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Pacific Life Fund Advisors LLC
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Apollon Financial, LLC
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Pathstone Holdings, LLC
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SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund
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Brown, Lisle/cummings, Inc.
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BlackRock, Inc.
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Lowe Wealth Advisors, LLC
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Arkansas Financial Group, Inc.
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Cornerstone Partners Capital Management, Llc
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Johns Hopkins University
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Intergy Private Wealth, LLC
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Prospect Financial Group LLC
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Glen Eagle Advisors, LLC
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North Star Investment Management Corp.
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Horan Securities, Inc.
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TD Waterhouse Canada Inc.
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Wealth Enhancement Advisory Services, Llc
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RVW Wealth, LLC
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Captrust Financial Advisors
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MBL Wealth, LLC
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Mid-American Wealth Advisory Group, Inc.
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MPS Loria Financial Planners, LLC
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Fonville Wealth Management LLC
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Veracity Capital LLC
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Gerber Kawasaki Wealth & Investment Management
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Legacy Financial Group LLC
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Parkside Financial Bank & Trust
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Jpmorgan Chase & Co
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ITDE - iSHARES TRUST - iShares LifePath Target Date 2045 ETF
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Thrivent Financial For Lutherans
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Tortoise Investment Management, LLC
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POCAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Fund Class A
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Archer Investment Corp
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Beacon Capital Management, LLC
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D. E. Shaw & Co., Inc.
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Roble, Belko & Company, Inc
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Mml Investors Services, Llc
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Braun-Bostich & Associates Inc.
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Global Retirement Partners, LLC
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Bellwether Advisors, LLC
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Glenmede Trust Co Na
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Rockbridge Investment Management, LCC
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Northern Oak Wealth Management Inc
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Topel & Distasi Wealth Management, LLC
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Transce3nd, LLC
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Skopos Labs, Inc.
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Independent Wealth Network Inc.
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Vise Technologies, Inc.
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Hantz Financial Services, Inc.
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LPL Financial LLC
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Natixis
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Sumitomo Life Insurance Co
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RFG Advisory, LLC
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Moneta Group Investment Advisors Llc
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Kohmann Bosshard Financial Services, LLC
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EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB
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Envestnet Asset Management Inc
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NWF Advisory Services Inc.
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Smartleaf Asset Management LLC
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Creekmur Asset Management LLC
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Iron Horse Wealth Management, LLC
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Cwm, Llc
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Equitable Holdings, Inc.
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Awm Capital, Llc
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Daiwa Securities Group Inc.
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Commonwealth Equity Services, Llc
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HF Advisory Group, LLC
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Simplex Trading, Llc
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Biltmore Wealth Management, LLC
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1832 Asset Management L.P.
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Td Private Client Wealth Llc
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United Advisor Group, LLC
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MidAtlantic Capital Management, Inc.
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Onyx Bridge Wealth Group LLC
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Phillips Financial Management, Llc
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Strategic Financial Planning, Inc.
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Mission Wealth Management, Lp
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POBAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Conservative Fund Class A
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Paladin Advisory Group, LLC
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POACX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Conservative Fund Class C
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Apollon Wealth Management, LLC
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IPG Investment Advisors LLC
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Private Client Services, Llc
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O'shaughnessy Asset Management, Llc
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Comprehensive Money Management Services LLC
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Betterment LLC
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Blueprint Investment Partners LLC
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MAI Capital Management
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Seaside Wealth Management, Inc.
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Jones Financial Companies Lllp
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Russell Investments Group, Ltd.
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Klingenstein Fields & Co Lp
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Savant Capital, LLC
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Colonial Trust Co / SC
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Rsm Us Wealth Management Llc
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Brown Financial Advisory
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Envision Financial LLC
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Huntington National Bank
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Moisand Fitzgerald Tamayo, LLC
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Stephens Inc /ar/
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Ronald Blue Trust, Inc.
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Miracle Mile Advisors, LLC
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Salomon & Ludwin, LLC
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Morgan Stanley
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Quad-Cities Investment Group, LLC
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Sharper & Granite LLC
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HBW Advisory Services LLC
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Inman Jager Wealth Management, LLC
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Principal Securities, Inc.
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Mutual Advisors, LLC
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U.S. Capital Wealth Advisors, LLC
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Center for Financial Planning, Inc.
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CI Private Wealth, LLC
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Old Second National Bank Of Aurora
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Copia Wealth Management
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Advisor Group Holdings, Inc.
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Baird Financial Group, Inc.
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Exencial Wealth Advisors, Llc
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Nwam Llc
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Raymond James Financial Inc
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Mercer Global Advisors Inc /adv
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Koesten, Hirschmann & Crabtree, INC.
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BEAM Asset Management, LLC
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Advisory Alpha, LLC
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WealthTrak Capital Management LLC
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Maryland Capital Advisors Inc.
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IFP Advisors, Inc
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Federation des caisses Desjardins du Quebec
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SigFig Wealth Management, LLC
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Stifel Financial Corp
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SYM FINANCIAL Corp
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Kestra Advisory Services, LLC
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Sound Income Strategies, LLC
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Eqis Capital Management, Inc.
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Garde Capital, Inc.
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Blue Edge Capital, LLC
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EP Wealth Advisors, Inc.
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Nbc Securities, Inc.
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Goodwin Investment Advisory
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Atwood & Palmer Inc
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Stamos Capital Partners, L.p.
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BRYN MAWR TRUST Co
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Millennium Management Llc
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Cornerstone Management, Inc.
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Brinker Capital Investments, LLC
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Legacy Wealth Managment, LLC/ID
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Comerica Bank
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Presilium Private Wealth, Llc
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Values Added Financial LLC
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AdvisorNet Financial, Inc
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Harbour Investments, Inc.
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Wrenne Financial Planning LLC
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Flagship Harbor Advisors, Llc
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Dogwood Wealth Management LLC
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Susquehanna International Group, Llp
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Parallel Advisors, LLC
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Creative Planning
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Goldman Sachs Group Inc
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Bank Of America Corp /de/
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Cary Street Partners Financial Llc
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IVC Wealth Advisors LLC
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Financial Freedom, LLC
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Warren Averett Asset Management, LLC
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CarsonAllaria Wealth Management, Ltd.
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Range Financial Group LLC
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Spartan Planning & Wealth Management
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Dunhill Financial, LLC
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Avantax Advisory Services, Inc.
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Kestra Investment Management, LLC
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Signal Advisors Wealth, LLC
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Armor Investment Advisors, LLC
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Umb Bank N A/mo
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Commerce Bank
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Trademark Financial Management, LLC
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Bnp Paribas Arbitrage, Sa
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Peterson Wealth Advisors, LLC
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Integrated Investment Consultants, LLC
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Better Money Decisions, LLC
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First Hawaiian Bank
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Strategic Wealth Partners, Ltd.
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OneAscent Financial Services LLC
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Kagan Cocozza Asset Management
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Sequoia Financial Advisors, LLC
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Pure Financial Advisors, Inc.
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Coldstream Capital Management Inc
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Lido Advisors, LLC
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Tower Research Capital LLC (TRC)
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Mitsubishi UFJ Asset Management (UK) Ltd.
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Windsor Capital Management, LLC
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Hughes Financial Services, LLC
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Disciplina Capital Management LLC
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|
|
ITDD - iSHARES TRUST - iShares LifePath Target Date 2040 ETF
|
|
|
|
|
|
SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund
|
|
|
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|
Finley Financial, LLC
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Gwn Securities Inc.
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Assetmark, Inc
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Smithfield Trust Co
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Halbert Hargrove Global Advisors, Llc
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Atomi Financial Group, Inc.
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Colony Group, LLC
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Global Strategic Investment Solutions, LLC
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Fisher Asset Management, LLC
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J2 Capital Management Inc
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AE Wealth Management LLC
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Matthew Goff Investment Advisor, LLC
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Rodgers & Associates, LTD
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CIBC Private Wealth Group, LLC
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Coastal Bridge Advisors, LLC
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Key FInancial Inc
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Truist Financial Corp
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Hollencrest Capital Management
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Tectonic Advisors Llc
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Prime Capital Investment Advisors, LLC
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Blueprint Financial Advisors LLC
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Charles Schwab Trust Co
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Northwestern Mutual Wealth Management Co
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|
Advisory Services Network, LLC
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|
ITDH - iSHARES TRUST - iShares LifePath Target Date 2060 ETF
|
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|
NFP Retirement, Inc.
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Brighton Jones Llc
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Breakwater Investment Management
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Rockefeller Capital Management L.P.
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Sunbelt Securities, Inc.
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Fi3 FINANCIAL ADVISORS, LLC
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Fingerlakes Wealth Management, Inc.
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Bangor Savings Bank
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Fifth Third Bancorp
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Ritholtz Wealth Management
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UBS Group AG
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Capital Investment Advisory Services, LLC
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MBE Wealth Management, LLC
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|
GWM Advisors LLC
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|
ITDJ - iSHARES TRUST - iShares LifePath Target Date 2070 ETF
|
|
|
|
|
|
Cascade Wealth Advisors, Inc
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|
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|
IYLD - iSHARES TRUST - iShares Morningstar Multi-Asset Income ETF
|
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|
AlphaCore Capital LLC
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FourThought Financial Partners, LLC
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Spectrum Wealth Counsel, LLC
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|
PODCX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Growth Fund Class C
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Roundview Capital LLC
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|
Garrett Investment Advisors LLC
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Quantinno Capital Management LP
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Cerity Partners LLC
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Glenview Trust Co
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Congress Wealth Management LLC / DE /
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Creative Financial Designs Inc /adv
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Ellis Investment Partners, LLC
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Biltmore Family Office, LLC
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Ameritas Advisory Services, LLC
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Bristlecone Advisors, LLC
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DiMeo Schneider & Associates, L.L.C.
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Legacy Investment Solutions, LLC
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AXS Investments LLC
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Wells Fargo & Company/mn
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Ancora Advisors, LLC
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Royal Bank Of Canada
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McMahon Financial Advisors, LLC
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CoreCap Advisors, LLC
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POCEX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Aggressive Growth Fund Class C
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Engineers Gate Manager LP
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ITDF - iSHARES TRUST - iShares LifePath Target Date 2050 ETF
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Fmr Llc
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Silverlake Wealth Management Llc
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Principia Wealth Advisory, LLC
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TPG Financial Advisors, LLC
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Green Harvest Asset Management LLC
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Destiny Capital Corp/CO
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Wilkins Miller Wealth Management, LLC
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Aureus Asset Management, LLC
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Qube Research & Technologies Ltd
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Mma Asset Management Llc
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YHB Investment Advisors, Inc.
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Mv Capital Management, Inc.
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Zurcher Kantonalbank (Zurich Cantonalbank)
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BKD Wealth Advisors, LLC
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Park Avenue Securities Llc
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Opal Wealth Advisors, LLC
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Kestra Private Wealth Services, Llc
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WealthCollab, LLC
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Cetera Investment Advisers
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Rialto Wealth Management, LLC
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Walkner Condon Financial Advisors LLC
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OIOIX - Investment Managers Series Trust II - AXS Income Opportunities Fund Class I
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Pineridge Advisors LLC
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Fund Evaluation Group, LLC
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Golden State Wealth Management, LLC
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Epiq Partners, Llc
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TNMAX - 1290 Funds - 1290 Multi-Alternative Strategies Fund Class A
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AlphaStar Capital Management, LLC
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Family Wealth Partners, Llc
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ERn Financial, LLC
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Janney Montgomery Scott LLC
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CX Institutional
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ITDC - iSHARES TRUST - iShares LifePath Target Date 2035 ETF
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Shum Financial Group, Inc.
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Alpha Financial Partners, LLC
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Iron Financial, LLC
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Capital Analysts, Inc.
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S. R. Schill & Associates
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Ridgewood Investments LLC
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Landmark Wealth Management, LLC
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ITDI - iSHARES TRUST - iShares LifePath Target Date 2065 ETF
|
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Visionary Wealth Advisors
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Helen Stephens Group, LLC
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Wiley Bros.-aintree Capital, Llc
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Quest 10 Wealth Builders, Inc.
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Tidemark, LLC
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Peak Financial Management, Inc.
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Aptus Capital Advisors, LLC
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Townsquare Capital Llc
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HighTower Advisors, LLC
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Ameriprise Financial Inc
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VERITY Wealth Advisors
|
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Moody National Bank Trust Division
|
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ITDB - iSHARES TRUST - iShares LifePath Target Date 2030 ETF
|
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Park Square Financial Group, LLC
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Private Trust Co Na
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Modern Wealth Management, LLC
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Farther Finance Advisors, LLC
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HB Wealth Management, LLC
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Forte Asset Management Llc
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Orion Portfolio Solutions, LLC
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Allstate Corp
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Capital Performance Advisors Llp
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Neuberger Berman Group LLC
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Financial Network Wealth Management LLC
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Quadrature Capital Ltd
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Upper Left Wealth Management, LLC
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Prairieview Wealth Partners, Llc
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Signaturefd, Llc
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SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
|
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Rakuten Investment Management, Inc.
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Cambridge Investment Research Advisors, Inc.
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Larson Financial Group LLC
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REDW Wealth LLC
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River Street Advisors LLC
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Fairscale Capital, LLC
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Summit Financial Consulting LLC
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