Trust Co Of Vermont
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Warren Averett Asset Management, LLC
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Federation des caisses Desjardins du Quebec
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Cahill Financial Advisors Inc
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Bank Of America Corp /de/
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Legacy Advisory Services, LLC
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Capital Investment Advisory Services, LLC
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EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K
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Whittier Trust Co Of Nevada Inc
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Rathbone Brothers plc
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Susquehanna International Group, Llp
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Envestnet Asset Management Inc
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StoneX Group Inc.
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GPS Wealth Strategies Group, LLC
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Cfm Wealth Partners Llc
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Avantax Advisory Services, Inc.
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Brown Advisory Inc
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Genesis Wealth Advisors, LLC
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Sequoia Financial Advisors, LLC
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Commonwealth Equity Services, Llc
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Keystone Financial Group
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Appleton Partners Inc/ma
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Pensionmark Financial Group, Llc
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Painted Porch Advisors LLC
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Creative Planning
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G&S Capital LLC
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Granite FO LLC
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MONECO Advisors, LLC
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Resources Investment Advisors, LLC.
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1832 Asset Management L.P.
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Hsbc Holdings Plc
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Argent Trust Co
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Ameriprise Financial Inc
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Financial Advisors, LLC
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Focus Financial Network, Inc.
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Summit Global Investments
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Consolidated Portfolio Review Corp
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Lester Murray Antman dba SimplyRich
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Parisi Gray Wealth Management
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Cerity Partners LLC
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Stewardship Advisors, LLC
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Eastern Bank
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Stratos Wealth Partners, LTD.
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TKG Advisors, LLC
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Colony Group, LLC
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JRTTX - John Hancock Funds II - Multi-Index 2040 Lifetime Portfolio Class 1
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Alesco Advisors Llc
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Glenmede Investment Management, LP
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Jpmorgan Chase & Co
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Bryant Woods Investment Advisors, LLC
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Cambridge Investment Research Advisors, Inc.
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Private Trust Co Na
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Summit Financial, LLC
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Provident Wealth Management, LLC
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Colonial Trust Advisors
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Garde Capital, Inc.
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Martin Worley Group
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Signaturefd, Llc
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Sachetta, LLC
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Ackerman Capital Advisors, LLC
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Gts Securities Llc
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Nbc Securities, Inc.
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Principal Securities, Inc.
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Patriot Financial Group Insurance Agency, LLC
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Kestra Advisory Services, LLC
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Mutual Advisors, LLC
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Pineridge Advisors LLC
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BSW Wealth Partners
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JRLKX - John Hancock Funds II - Multi-Index 2015 Lifetime Portfolio Class R4
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Janney Montgomery Scott LLC
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Cvfg Llc
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Ausdal Financial Partners, Inc.
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Lynx Investment Advisory
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Kingsview Wealth Management, LLC
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Concurrent Investment Advisors, LLC
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MAI Capital Management
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Raymond James Financial Inc
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DHJJ Financial Advisors, Ltd.
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Advisory Services Network, LLC
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Avenue 1 Advisors, LLC
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Creative Financial Designs Inc /adv
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AE Wealth Management LLC
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SYM FINANCIAL Corp
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Turtle Creek Wealth Advisors, LLC
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Ronald Blue Trust, Inc.
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LGT Financial Advisors LLC
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Compass Capital Corp /ma/ /adv
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Harbour Investments, Inc.
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Petra Financial Advisors Inc
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Asset Dedication, LLC
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Atticus Wealth Management, Llc
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CI Private Wealth, LLC
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Thoroughbred Financial Services, Llc
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Baron Silver Stevens Financial Advisors, Llc
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Daner Wealth Management, LLC
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Wiley Bros.-aintree Capital, Llc
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Bessemer Group Inc
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Keener Financial Planning LLC
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Vermillion Wealth Management, Inc.
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CIBC Private Wealth Group, LLC
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Arkansas Financial Group, Inc.
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Jones Financial Companies Lllp
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Renaissance Technologies Llc
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DORVAL Corp
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Financial Advisory Service, Inc.
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JRTKX - John Hancock Funds II - Multi-Index 2035 Lifetime Portfolio Class 1
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Family Wealth Group, LLC
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Magnus Financial Group LLC
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Wealth Dimensions Group, Ltd.
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First Pacific Financial
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Mml Investors Services, Llc
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Investors Research Corp
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National Bank Of Canada /fi/
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Brookstone Capital Management
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West Family Investments, Inc.
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PDS Planning, Inc
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Merit Financial Group, LLC
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Vertex Planning Partners, LLC
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Tsfg, Llc
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Assetmark, Inc
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WP Advisors, LLC
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Perigon Wealth Management, LLC
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Twelve Points Wealth Management LLC
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Pinnacle Financial Partners Inc
|
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|
|
|
Syverson Strege & Co
|
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|
Bnp Paribas Arbitrage, Sa
|
|
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|
Captrust Financial Advisors
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|
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|
Coldstream Capital Management Inc
|
|
|
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|
JIBOX - John Hancock Funds II - Multi-Index Lifestyle Balanced Portfolio Class 1
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Oak Grove Capital LLC
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Fifth Third Securities, Inc.
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Eqis Capital Management, Inc.
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Richard Bernstein Advisors LLC
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Coston, McIsaac & Partners
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Accurate Wealth Management, LLC
|
|
|
|
|
Ckw Financial Group
|
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|
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|
Vestment Financial LLC
|
|
|
|
|
Bank Of Montreal /can/
|
|
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|
|
Savant Capital, LLC
|
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|
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|
First American Bank
|
|
|
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|
Old Mission Capital Llc
|
|
|
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|
Aspetuck Financial Management LLC
|
|
|
|
|
Stifel Financial Corp
|
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|
Searcy Financial Services Inc /adv
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|
Cresset Asset Management, LLC
|
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|
Bellwether Advisors, LLC
|
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Joel Isaacson & Co., LLC
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Allworth Financial LP
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Tortoise Investment Management, LLC
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Dorsey & Whitney Trust CO LLC
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Barrett & Company, Inc.
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|
JIIOX - John Hancock Funds II - Multi-Index Lifestyle Aggressive Portfolio Class 1
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
JLCGX - John Hancock Funds II - Multi-Index Lifestyle Conservative Portfolio Class 1
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
Stanich Group LLC
|
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|
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|
Signature Estate & Investment Advisors Llc
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|
Whipplewood Advisors, LLC
|
|
|
|
|
Truist Financial Corp
|
|
|
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|
Wealthspire Advisors, LLC
|
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|
CENTRAL TRUST Co
|
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Valmark Advisers, Inc.
|
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|
Cable Hill Partners, LLC
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Landaas & Co /wi /adv
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|
TD Waterhouse Canada Inc.
|
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|
|
|
Creekmur Asset Management LLC
|
|
|
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|
Us Bancorp \de\
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|
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|
Klingman & Associates, LLC
|
|
|
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|
Tanglewood Wealth Management, Inc.
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
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|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
Blair William & Co/il
|
|
|
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|
Y-Intercept (Hong Kong) Ltd
|
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|
Buckingham Strategic Partners
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|
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|
Capital Analysts, Inc.
|
|
|
|
|
AdvisorNet Financial, Inc
|
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HighMark Wealth Management LLC
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Balentine LLC
|
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|
XY Planning Network, Inc.
|
|
|
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|
Summit Wealth Partners, LLC
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
Creekside Partners
|
|
|
|
|
EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
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|
Optivise Advisory Services LLC
|
|
|
|
|
JRTBX - John Hancock Funds II - Multi-Index 2025 Lifetime Portfolio Class 1
|
|
|
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|
Beacon Pointe Advisors, LLC
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Philip James Wealth Mangement, LLC
|
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|
Centaurus Financial, Inc.
|
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|
Prudential Plc
|
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|
GSG Advisors LLC
|
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|
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|
Patriot Investment Management Inc.
|
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|
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|
Independent Wealth Network Inc.
|
|
|
|
|
Beacon Capital Management, LLC
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|
|
|
|
JRTGX - John Hancock Funds II - Multi-Index 2030 Lifetime Portfolio Class 1
|
|
|
|
|
Iron Financial, LLC
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|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
Well Done, LLC
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|
JLGOX - John Hancock Funds II - Multi-Index Lifestyle Growth Portfolio Class 1
|
|
|
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|
Pure Financial Advisors, Inc.
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
GWM Advisors LLC
|
|
|
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|
LifeGoal Wealth Advisors
|
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|
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|
Rik Saylor Financial, Inc.
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
Cornerstone Planning Group LLC
|
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|
|
|
Wbh Advisory Inc
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
Jane Street Group, Llc
|
|
|
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|
Cadent Capital Advisors, LLC
|
|
|
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|
Aspiriant, Llc
|
|
|
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|
Fiera Capital Corp
|
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|
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|
Trilogy Capital Inc.
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
Sensible Money, LLC
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
Portland Financial Advisors Inc
|
|
|
|
|
Old National Bancorp /in/
|
|
|
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|
Holos Integrated Wealth LLC
|
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|
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|
Advisor Group Holdings, Inc.
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
JRLQX - John Hancock Funds II - Multi-Index 2045 Lifetime Portfolio Class 1
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
SPGTX - Symmetry Panoramic Trust - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
EP Wealth Advisors, Inc.
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|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
Fmr Llc
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
WPG Advisers, LLC
|
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|
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|
Planning Directions Inc
|
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|
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|
North Capital, Inc.
|
|
|
|
|
CoreCap Advisors, LLC
|
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|
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|
WFA Asset Management Corp
|
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|
Smartleaf Asset Management LLC
|
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|
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|
Financial Connections Group, Inc.
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
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|
Baird Financial Group, Inc.
|
|
|
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|
Tacita Capital Inc
|
|
|
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|
Crewe Advisors LLC
|
|
|
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|
Geneos Wealth Management Inc.
|
|
|
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|
Private Advisor Group, LLC
|
|
|
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|
VSM Wealth Advisory, LLC
|
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|
J.w. Cole Advisors, Inc.
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
Mascoma Wealth Management LLC
|
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|
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|
Parallel Advisors, LLC
|
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|
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|
Pnc Financial Services Group, Inc.
|
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|
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|
Buck Wealth Strategies, LLC
|
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|
Granite Harbor Advisors, Inc.
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
Asset Planning Corporation
|
|
|
|
|
JLMOX - John Hancock Funds II - Multi-Index Lifestyle Moderate Portfolio Class 1
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
JRLDX - John Hancock Funds II - Multi-Index 2010 Lifetime Portfolio Class 1
|
|
|
|
|
Comerica Bank
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
Symmetry Partners, LLC
|
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|
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|
Mercer Global Advisors Inc /adv
|
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|
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|
Armbruster Capital Management, Inc.
|
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|
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|
K2 Financial Inc.
|
|
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|
Professional Financial Advisors, LLC
|
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|
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|
JMG Financial Group, Ltd.
|
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|
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|
SRS Capital Advisors, Inc.
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
UBS Group AG
|
|
|
|
|
MVFG - Northern Lights Fund Trust IV - Monarch Volume Factor Global Unconstrained Index ETF
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
O'shaughnessy Asset Management, Llc
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United Advisor Group, LLC
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CIBC World Markets Inc.
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Apeiron RIA LLC
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OneAscent Wealth Management LLC
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Snowden Capital Advisors LLC
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RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
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JRLOX - John Hancock Funds II - Multi-Index 2020 Lifetime Portfolio Class 1
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Rockefeller Capital Management L.P.
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