Aptus Capital Advisors, LLC
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Westmount Partners, LLC
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Rothschild Investment Llc
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Marshall & Sterling Wealth Advisors Inc.
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Life Planning Partners, Inc
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Wetherby Asset Management Inc
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RTD Financial Advisors, Inc.
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Avant Financial Advisors LLC
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Integrated Wealth Concepts LLC
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Advisor Group Holdings, Inc.
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Viewpoint Capital Management LLC
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Ronald Blue Trust, Inc.
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Cerity Partners LLC
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Curio Wealth, Llc
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Brand Asset Management Group, Inc.
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Glaxis Capital Management, LLC
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Iron Horse Wealth Management, LLC
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Kohmann Bosshard Financial Services, LLC
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Natixis Advisors, L.p.
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Wealthspire Advisors, LLC
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United Capital Financial Advisers, Llc
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CSM Advisors, LLC
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Bailard, Inc.
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Level Financial Advisors, Inc.
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Harbor Asset Planning, Inc.
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Alpha Financial Advisors, LLC
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Continuum Advisory, LLC
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First Citizens Bank & Trust Co
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Horizon Financial Services, Llc
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Gladwyn Financial Advisors, Inc.
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Cwm, Llc
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Beckerman Institutional, LLC
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Mission Wealth Management, Lp
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Midwestern Financial, LLC /IA
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Hemington Wealth Management
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Fiduciary Advisors, Inc.
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First PREMIER Bank
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Avidian Wealth Solutions, LLC
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PUREfi Wealth, LLC
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Glenmede Trust Co Na
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Breakwater Capital Group
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St. Louis Trust Co
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SGL Investment Advisors, Inc.
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Evermay Wealth Management Llc
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Wit, Llc
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Clark Asset Management, LLC
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Valtinson Bruner Financial Planning LLC
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Tidemark, LLC
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Capitolis Liquid Global Markets LLC
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Beacon Pointe Advisors, LLC
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Valeo Financial Advisors, LLC
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J.w. Cole Advisors, Inc.
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Cherry Tree Wealth Management, LLC
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Strategic Investment Advisors / MI
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TCTC Holdings, LLC
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POACX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Conservative Fund Class C
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Charis Legacy Partners, LLC
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Mercer Global Advisors Inc /adv
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POBAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Conservative Fund Class A
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Parkside Financial Bank & Trust
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Zrc Wealth Management, Llc
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Alliancebernstein L.p.
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Prime Capital Investment Advisors, LLC
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Aqr Capital Management Llc
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Regions Financial Corp
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Bank Of Montreal /can/
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Adviser Investments LLC
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Sage Financial Management Group, Inc.
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Fort Washington Investment Advisors Inc /oh/
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Northwest Wealth Management, Llc
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GeoWealth Management, LLC
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Institute for Wealth Management, LLC.
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GFS Advisors, LLC
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IFG Advisors, LLC
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Matrix Trust Co
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Evergreen Wealth Management, LLC
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MAI Capital Management
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EverSource Wealth Advisors, LLC
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FISMX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Fund
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Private Wealth Asset Management, LLC
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Spire Wealth Management
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Ridgewood Investments LLC
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Sofos Investments, Inc.
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Fifth Third Bancorp
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Hardin Capital Partners, LLC
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Pacific Asset Management, LLC
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State Street Corp
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Truist Financial Corp
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Trust Co of the South
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Wedmont Private Capital
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Fountainhead AM, LLC
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Indiana Trust & Investment Management CO
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Single Point Partners, LLC
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Essex Financial Services, Inc.
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Us Bancorp \de\
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JRTKX - John Hancock Funds II - Multi-Index 2035 Lifetime Portfolio Class 1
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Mml Investors Services, Llc
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Swmg, Llc
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Jackson Hole Capital Partners, LLC
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Summit Wealth Group Llc / Co
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Fusion Family Wealth LLC
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Wooster Corthell Wealth Management, Inc.
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JRLQX - John Hancock Funds II - Multi-Index 2045 Lifetime Portfolio Class 1
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Cornerstone Wealth Advisors, Inc.
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Golden State Wealth Management, LLC
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Family Firm, Inc.
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Bell Investment Advisors, Inc
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LRI Investments, LLC
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Midwest Trust Co
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Johnson Financial Group, LLC
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PBMares Wealth Management LLC
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Concurrent Investment Advisors, LLC
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Aberdeen Wealth Management LLC
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Whittier Trust Co Of Nevada Inc
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One Day In July LLC
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Landmark Wealth Management, LLC
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CoreFirst Bank & Trust
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Assetmark, Inc
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Cetera Investment Advisers
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Fourth Dimension Wealth, LLC
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Brinker Capital Investments, LLC
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Optimist Retirement Group LLC
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Allegiance Financial Group Advisory Services LLC
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Mpwm Advisory Solutions, Llc
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Maryland Capital Advisors Inc.
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Tradewinds Capital Management, LLC
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EP Wealth Advisors, Inc.
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Palisades Hudson Asset Management, L.P.
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Haverford Trust Co
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Stratos Wealth Partners, LTD.
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Capital Investment Advisory Services, LLC
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Peterson Wealth Services
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Orion Portfolio Solutions, LLC
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JRTGX - John Hancock Funds II - Multi-Index 2030 Lifetime Portfolio Class 1
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Columbus Macro, LLC
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Ameriflex Group, Inc.
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Victory Capital Management Inc
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HighTower Advisors, LLC
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Jones Financial Companies Lllp
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Change Path, LLC
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Renaissance Technologies Llc
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Avantax Advisory Services, Inc.
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Bangor Savings Bank
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Redwood Investment Management, Llc
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Schoolcraft Capital LLC
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Financial Perspectives, Inc
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Certified Advisory Corp
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CoreCap Advisors, LLC
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Jpmorgan Chase & Co
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Kayne Anderson Rudnick Investment Management Llc
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Squarepoint Ops LLC
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Cape Investment Advisory, Inc.
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BWM Planning, LLC
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Blue Barn Wealth, LLC
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Sound Income Strategies, LLC
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Citigroup Inc
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Fmr Llc
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Dorsey & Whitney Trust CO LLC
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Traveka Wealth, LLC
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Wbh Advisory Inc
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Zhang Financial LLC
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Cim, Llc
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IAG Wealth Partners, LLC
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Apella Capital, LLC
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Flow Traders U.s. Llc
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JAAJX - John Hancock Funds II - Multi-Index 2065 Lifetime Portfolio Class R4
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Jane Street Group, Llc
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Vestia Personal Wealth Advisors
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Matisse Capital
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DRW Securities, LLC
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Weik Capital Management
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Wealth Preservation Advisors, LLC
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IFP Advisors, Inc
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Newton One Investments LLC
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RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
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JRODX - John Hancock Funds II - Multi-Index 2060 Lifetime Portfolio Class 1
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Cutler Investment Counsel Llc
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Titleist Asset Management, Llc
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Maltin Wealth Management, Inc.
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True North Advisors, LLC
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CIBC Private Wealth Group, LLC
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Savant Capital, LLC
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Peapack Gladstone Financial Corp
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Advisory Services Network, LLC
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Arete Wealth Advisors, LLC
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New Republic Capital, LLC
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ORG Wealth Partners, LLC
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Morgan Stanley
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BCO Wealth Management LLC
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Perritt Capital Management Inc
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Atlas Capital Advisors Llc
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JLKZX - John Hancock Funds II - Multi-Index 2055 Lifetime Portfolio Class 1
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TD Capital Management LLC
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Center for Financial Planning, Inc.
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Kestra Advisory Services, LLC
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Caldwell Securities, Inc
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Cullen/frost Bankers, Inc.
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Vanguard Group Inc
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Gables Capital Management Inc.
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Yoffe Investment Management, LLC
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Mariner, LLC
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Dai-Ichi Life Insurance Company, Ltd
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Callan Capital, LLC
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Great Valley Advisor Group, Inc.
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Aletheian Wealth Advisors LLC
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Wiley Bros.-aintree Capital, Llc
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Allworth Financial LP
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Garrett Investment Advisors LLC
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Sequent Planning LLC
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VisionPoint Advisory Group, LLC
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Ashton Thomas Securities, Llc
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Rialto Wealth Management, LLC
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Glen Eagle Advisors, LLC
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Hoese & Co LLP
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Whitaker-Myers Wealth Managers, LTD.
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Princeton Global Asset Management LLC
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GHP Investment Advisors, Inc.
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Comerica Bank
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Colony Group, LLC
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NewSquare Capital LLC
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Presilium Private Wealth, Llc
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Moisand Fitzgerald Tamayo, LLC
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Portland Global Advisors LLC
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Golden Bell Financial Planning LLC
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Facet Wealth, Inc.
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Envestnet Asset Management Inc
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Gries Financial Llc
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Encompass Wealth Advisors, Llc
|
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Deutsche Bank Ag\
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Brighton Jones Llc
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Bear Mountain Capital, Inc.
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Gpwm Llc
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Falcon Wealth Planning
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Asset Dedication, LLC
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|
JDM Financial Group LLC
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|
|
|
JIIOX - John Hancock Funds II - Multi-Index Lifestyle Aggressive Portfolio Class 1
|
|
|
|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
|
Betterment LLC
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|
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|
JRLOX - John Hancock Funds II - Multi-Index 2020 Lifetime Portfolio Class 1
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|
Steward Partners Investment Advisory, Llc
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|
Accent Capital Management, LLC
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Sound Financial Strategies Group, LLC
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Wealth Enhancement Advisory Services, Llc
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Ballentine Partners, LLC
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Summit Rock Advisors, LP
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|
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|
Appleton Partners Inc/ma
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Evanson Asset Management, LLC
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Grove Street Fiduciary, LLC
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Sunesis Advisors, LLC
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SBI Securities Co., Ltd.
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|
Armstrong Advisory Group, Inc
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|
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A)
|
|
|
|
|
Noble Wealth Management PBC
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|
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|
Comprehensive Money Management Services LLC
|
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|
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|
McAdam, LLC
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Mackenzie Financial Corp
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First Pacific Financial
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FDx Advisors, Inc.
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|
Stifel Financial Corp
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|
Bahl & Gaynor Inc
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|
Mittelman Wealth Management
|
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Creative Planning
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Allegheny Financial Group LTD
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Financial Management Professionals, Inc.
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SCS Capital Management LLC
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Parallel Advisors, LLC
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BlackRock, Inc.
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North Capital, Inc.
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Gts Securities Llc
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Exencial Wealth Advisors, Llc
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Checchi Capital Advisers, LLC
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DHK Financial Advisors, Inc.
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Ameritas Advisory Services, LLC
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Northwestern Mutual Wealth Management Co
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O'shaughnessy Asset Management, Llc
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SILVER OAK SECURITIES, Inc
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Blume Capital Management, Inc.
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Newport Capital Group, LLC
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Quantinno Capital Management LP
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Red Door Wealth Management, LLC
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|
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|
GAMMA Investing LLC
|
|
|
|
|
Godsey & Gibb Associates
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|
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|
Tower Research Capital LLC (TRC)
|
|
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Duncker Streett & Co Inc
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Causeway Capital Management Llc
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Capital Analysts, Inc.
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Sunbelt Securities, Inc.
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Chicago Partners Investment Group LLC
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Rsm Us Wealth Management Llc
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Russell Investments Group, Ltd.
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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|
Elser Financial Planning, Inc
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MorganRosel Wealth Management, LLC
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Signature Resources Capital Management, LLC
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|
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|
Capital Advisors Inc/ok
|
|
|
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|
Bessemer Group Inc
|
|
|
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|
Bank of Jackson Hole Trust
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|
|
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Clarion Wealth Managment Partners, LLC
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Warner Financial, Inc
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McGrath & Associates, Inc.
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Buckingham Strategic Partners
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|
Bank of New York Mellon Corp
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|
Private Trust Co Na
|
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|
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|
LPL Financial LLC
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|
|
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|
Pinnacle Associates Ltd
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|
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|
Bristlecone Advisors, LLC
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|
|
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|
Manufacturers Life Insurance Company, The
|
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Kingsview Wealth Management, LLC
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Brown Advisory Inc
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Skopos Labs, Inc.
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SOL Capital Management CO
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Beacon Capital Management, LLC
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|
Larson Financial Group LLC
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|
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|
Stage Harbor Financial, Llc
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|
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|
Arbor Wealth Advisors LLC
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|
|
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|
WPG Advisers, LLC
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|
|
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|
Stephens Inc /ar/
|
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|
VSM Wealth Advisory, LLC
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|
Integrity Wealth Solutions LLC
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|
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|
180 Wealth Advisors, Llc
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ORG Partners LLC
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Commonwealth Equity Services, Llc
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NorthRock Partners, LLC
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Legacy Bridge, LLC
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Nordwand Advisors, LLC
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Smith Thornton Advisors LLC
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Everhart Financial Group, Inc.
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Lodestone Wealth Management LLC
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Pnc Financial Services Group, Inc.
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Argent Trust Co
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|
Modera Wealth Management, LLC
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|
WFA of San Diego, LLC
|
|
|
|
|
Commerce Bank
|
|
|
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|
First National Trust Co
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
JRTBX - John Hancock Funds II - Multi-Index 2025 Lifetime Portfolio Class 1
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|
|
|
|
PDS Planning, Inc
|
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Concord Wealth Partners
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FSM Wealth Advisors, LLC
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Creative Financial Designs Inc /adv
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Symmetry Partners, LLC
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Capital Advisors, Ltd. LLC
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Asset Allocation Strategies LLC
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SWAN Capital LLC
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Kovitz Investment Group Partners, LLC
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Silver Oak Advisory Group, Inc.
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1832 Asset Management L.P.
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Advisory Alpha, LLC
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Sequoia Financial Advisors, LLC
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Simon Quick Advisors, Llc
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Columbia River Financial Group, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class
|
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Financial Advisory Service, Inc.
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Bartlett & Co. Wealth Management Llc
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Glass Jacobson Investment Advisors llc
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Diversify Advisory Services, LLC
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Twelve Points Wealth Management LLC
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Cushing Capital Partners, LLC
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Richardson Financial Services Inc.
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Pallas Capital Advisors LLC
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Huntington National Bank
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JFG Wealth Management, LLC
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Miracle Mile Advisors, LLC
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Nbc Securities, Inc.
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Anderson Hoagland & Co
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Global Retirement Partners, LLC
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Jackson Thornton Asset Management, Llc
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Kathleen S. Wright Associates Inc.
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Voya Financial Advisors, Inc.
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Pure Financial Advisors, Inc.
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Baker Ellis Asset Management LLC
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Dynamic Advisor Solutions LLC
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Accredited Wealth Management, LLC
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|
Integrity Financial Corp /WA
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|
UBS Group AG
|
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FSA Wealth Management LLC
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Frazier Financial Advisors, LLC
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Mather Group, Llc.
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CIBC World Markets Inc.
|
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SOUTH STATE Corp
|
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|
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CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class
|
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|
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|
Vontobel Holding Ltd.
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Balboa Wealth Partners
|
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Valmark Advisers, Inc.
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Whittier Trust Co
|
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Prairiewood Capital, LLC
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Sowell Financial Services LLC
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Coston, McIsaac & Partners
|
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Joel Isaacson & Co., LLC
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|
Atria Investments Llc
|
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Minot DeBlois Advisors LLC
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CI Private Wealth, LLC
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May Hill Capital, LLC
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Tanager Wealth Management LLP
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Westside Investment Management, Inc.
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Oppenheimer & Co Inc
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McCarthy Grittinger Financial Group, LLC
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Janney Montgomery Scott LLC
|
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Inspire Trust Co, N.a.
|
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Captrust Financial Advisors
|
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Congress Wealth Management LLC / DE /
|
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Center For Asset Management LLC
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Ritholtz Wealth Management
|
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Journey Beyond Wealth, LLC
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Atlantic Trust, LLC
|
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Old National Bancorp /in/
|
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Legacy Wealth Managment, LLC/ID
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Upper Left Wealth Management, LLC
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|
PrairieView Partners, LLC
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Smartleaf Asset Management LLC
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Rockbridge Investment Management, LCC
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AdvisorNet Financial, Inc
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Vawter Financial, Ltd.
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Barrett & Company, Inc.
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Sterling Wealth Management, Inc.
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Wells Fargo & Company/mn
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Naples Global Advisors, Llc
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Harbour Capital Advisors, LLC
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|
Nwam Llc
|
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Evergreen Capital Management Llc
|
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Raelipskie Partnership
|
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Fairway Wealth LLC
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Two Sigma Securities, Llc
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Trust Co Of Vermont
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Equitable Holdings, Inc.
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Aspiriant, Llc
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Johnson Financial Group, Inc.
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Quantum Capital Management, LLC / NJ
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Aurelius Family Office LLC
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Transamerica Financial Advisors, Inc.
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We Are One Seven, LLC
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Legacy Investment Solutions, LLC
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Key FInancial Inc
|
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Red Wave Investments LLC
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Pillar Financial Advisors, LLC
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Annis Gardner Whiting Capital Advisors, LLC
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Pathstone Holdings, LLC
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Altiora Financial Group, LLC
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JRLKX - John Hancock Funds II - Multi-Index 2015 Lifetime Portfolio Class R4
|
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Geneos Wealth Management Inc.
|
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|
Regal Investment Advisors LLC
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Halbert Hargrove Global Advisors, Llc
|
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|
PAX Financial Group, LLC
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Td Private Client Wealth Llc
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Capital Investment Advisors, LLC
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Perigon Wealth Management, LLC
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Umb Bank N A/mo
|
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Park Avenue Securities Llc
|
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POCEX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Aggressive Growth Fund Class C
|
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Vance Wealth, Inc.
|
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|
25 Llc
|
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|
|
Park Square Financial Group, LLC
|
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|
|
Keybank National Association/oh
|
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|
|
Dakota Wealth Management
|
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|
Athena Investment Management
|
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|
|
Flower City Capital
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
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|
|
Summit Financial, LLC
|
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|
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|
City State Bank
|
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Benjamin Edwards Inc
|
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|
Armbruster Capital Management, Inc.
|
|
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|
|
JRLDX - John Hancock Funds II - Multi-Index 2010 Lifetime Portfolio Class 1
|
|
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|
National Bank Of Canada /fi/
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
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|
Howe & Rusling Inc
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Full Sail Capital, LLC
|
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Evolution Wealth Management Inc.
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CVA Family Office, LLC
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Windward Private Wealth Management Inc.
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Eagle Bay Advisors LLC
|
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Prosperity Planning, Inc.
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|
HBK Sorce Advisory LLC
|
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|
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TFB Advisors LLC
|
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|
|
Hrt Financial Lp
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
Avion Wealth
|
|
|
|
|
Obsido Oy
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
Northern Trust Corp
|
|
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Efficient Advisors, LLC
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JGP Wealth Management, LLC
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Gibraltar Capital Management, Inc.
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DAVENPORT & Co LLC
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Lam Group, Inc.
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Quadrature Capital Ltd
|
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CENTRAL TRUST Co
|
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Anfield Capital Management, LLC
|
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|
Praetorian Wealth Management, Inc.
|
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|
Bleakley Financial Group, LLC
|
|
|
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|
N.E.W. Advisory Services LLC
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
JRTTX - John Hancock Funds II - Multi-Index 2040 Lifetime Portfolio Class 1
|
|
|
|
|
Brooklyn FI, LLC
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
Crewe Advisors LLC
|
|
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|
Aspect Partners, LLC
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SilverOak Wealth Management LLC
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Clark Capital Management Group, Inc.
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HighMark Wealth Management LLC
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Tobias Financial Advisors, Inc.
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|
Scotia Capital Inc.
|
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|
|
|
MCF Advisors LLC
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|
|
|
Moneta Group Investment Advisors Llc
|
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|
|
|
Eastern Bank
|
|
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|
Camelot Portfolios, LLC
|
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|
Goldman Sachs Group Inc
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|
Strategic Financial Planning, Inc.
|
|
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|
POCAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Fund Class A
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Qube Research & Technologies Ltd
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Cambridge Investment Research Advisors, Inc.
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Mason Investment Advisory Services, Inc.
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Warren Averett Asset Management, LLC
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Elios Financial Group Inc.
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|
Winthrop Capital Management, LLC
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|
|
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|
Bnp Paribas Arbitrage, Sa
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|
|
|
|
Clarity Capital Advisors, LLC
|
|
|
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|
TFC Financial Management
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|
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Pinnacle Wealth Management Advisory Group, LLC
|
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|
Liberty Capital Management, Inc.
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
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|
Galvin, Gaustad & Stein, LLC
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|
|
|
|
Glenmede Investment Management, LP
|
|
|
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|
Bogart Wealth, LLC
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|
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|
Blue Edge Capital, LLC
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Strategic Wealth Partners, Ltd.
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|
Thompson Siegel & Walmsley Llc
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TAGStone Capital, Inc.
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Colorado Capital Management, Inc.
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Prudent Man Investment Management, Inc.
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Shufro Rose & Co Llc
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|
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|
Pacific Life Fund Advisors LLC
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|
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|
AllSquare Wealth Management LLC
|
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|
M&t Bank Corp
|
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|
Hartford Financial Management Inc.
|
|
|
|
|
RWM Asset Management, LLC
|
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|
Balentine LLC
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|
Bellwether Advisors, LLC
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|
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|
Clune & Associates, Ltd.
|
|
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|
Intergy Private Wealth, LLC
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Simplicity Wealth,LLC
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|
Texas Yale Capital Corp.
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|
Principal Securities, Inc.
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|
Opus Capital Group, LLC
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|
Pensionmark Financial Group, Llc
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|
Empower Advisory Group, LLC
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|
|
|
Tortoise Investment Management, LLC
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|
Johnson Investment Counsel Inc
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|
My Purposeful Wealth Corp.
|
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Foundations Investment Advisors, LLC
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Ascent Group, LLC
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First Horizon Advisors, Inc.
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|
SRS Capital Advisors, Inc.
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CGC Financial Services, LLC
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TCI Wealth Advisors, Inc.
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|
|
|
Fiera Capital Corp
|
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|
|
|
St Germain D J Co Inc
|
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|
|
|
Csenge Advisory Group
|
|
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|
Harbor Investment Advisory, Llc
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Sincerus Advisory, LLC
|
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|
Savvy Advisors, Inc.
|
|
|
|
|
Boston Private Wealth Llc
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|
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|
Smithfield Trust Co
|
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|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
Partners in Financial Planning
|
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|
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|
First National Bank of Mount Dora, Trust Investment Services
|
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|
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|
Vermillion Wealth Management, Inc.
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
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|
Apollon Wealth Management, LLC
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|
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|
Uptown Financial Advisors LLC
|
|
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|
Ancora Advisors, LLC
|
|
|
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|
IMA Wealth, Inc.
|
|
|
|
|
AE Wealth Management LLC
|
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|
|
|
Susquehanna International Group, Llp
|
|
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|
Salem Investment Counselors Inc
|
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|
Sage Rhino Capital Llc
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Investment Partners, Ltd.
|
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Pinnacle Bancorp, Inc.
|
|
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Anchor Investment Management, LLC
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|
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|
Root Financial Partners, LLC
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|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
Woodside Wealth Management LLC
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
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|
Congress Asset Management Co /ma
|
|
|
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|
Kcm Investment Advisors Llc
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|
Bedel Financial Consulting, Inc.
|
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|
Financial Gravity Companies, Inc.
|
|
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|
Nepc Llc
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|
DHJJ Financial Advisors, Ltd.
|
|
|
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|
GWM Advisors LLC
|
|
|
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|
JDH Wealth Management, LLC
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|
Envestnet Portfolio Solutions, Inc.
|
|
|
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|
C M Bidwell & Associates Ltd
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Emerald Investment Partners, Llc
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|
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|
Rossby Financial, LCC
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
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|
TruNorth Capital Management, LLC
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|
Eclectic Associates Inc /adv
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|
Baird Financial Group, Inc.
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
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|
Ameriprise Financial Inc
|
|
|
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|
Tectonic Advisors Llc
|
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|
Decker Retirement Planning Inc.
|
|
|
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|
Family Wealth Partners, Llc
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
JLGOX - John Hancock Funds II - Multi-Index Lifestyle Growth Portfolio Class 1
|
|
|
|
|
PODCX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Growth Fund Class C
|
|
|
|
|
Boston Standard Wealth Management, LLC
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
Barclays Plc
|
|
|
|
|
Colony Family Offices, LLC
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
Lpwm Llc
|
|
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|
McLean Asset Management Corp
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
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|
JRLWX - John Hancock Funds II - Multi-Index 2050 Lifetime Portfolio Class 1
|
|
|
|
|
Anson Capital, Inc.
|
|
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|
WealthCollab, LLC
|
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|
Sachetta, LLC
|
|
|
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|
Harbour Investments, Inc.
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
GPSTX - GPS Funds II - GuidePath(R) Growth Allocation Fund Service Shares
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
Tribridge Partners Financial LLC
|
|
|
|
|