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Are you a(n):
Advisor
Asset Manager
Broker Dealer
RIA
What is your AUM (Asset under management)?
$0 - $50 Million
$50 - $500 Million
$500 Million - $1 Billion
Over $1 Billion
How many clients do you bill:
0 - 150
150 - 350
350 - 500
Over 500
Your Custodian(s):
eTrade
Fidelity NFS
Folio
LPL
Pershing
Raymond James
Schwab
TD Ameritrade
Other
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