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Capital Advisors, Ltd. LLC
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PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
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Y-Intercept (Hong Kong) Ltd
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HighTower Advisors, LLC
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JRTBX - John Hancock Funds II - Multi-Index 2025 Lifetime Portfolio Class 1
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Colony Group, LLC
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Joseph Group Capital Management
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Glen Eagle Advisors, LLC
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OneAscent Financial Services LLC
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BigSur Wealth Management LLC
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Citigroup Inc
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Tsfg, Llc
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Capital Insight Partners, Llc
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Summit X, LLC
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Barrett & Company, Inc.
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Avantax Advisory Services, Inc.
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Barings Llc
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Kovitz Investment Group Partners, LLC
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Bartlett & Co. Wealth Management Llc
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New Republic Capital, LLC
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EverSource Wealth Advisors, LLC
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MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
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Total Wealth Planning, Llc
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Synovus Financial Corp
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Pitcairn Co
|
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Commonwealth Equity Services, Llc
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Susquehanna International Group, Llp
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Maryland State Retirement & Pension System
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UBS Group AG
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Motco
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Capstone Financial Advisors, Inc.
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Sincerus Advisory, LLC
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BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2045 FUND Investor A
|
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Envestnet Asset Management Inc
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Montecito Bank & Trust
|
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Dagco, Inc.
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Northwestern Mutual Wealth Management Co
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Warren Averett Asset Management, LLC
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Sageworth Trust Co
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Total Investment Management Inc
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LPRAX - BlackRock Funds III - BlackRock LifePath Dynamic Retirement Fund Investor A Shares
|
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Oarsman Capital, Inc.
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Mariner, LLC
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Nepc Llc
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Hoge Financial Services, Llc
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Comerica Bank
|
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Penobscot Wealth Management
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Captrust Financial Advisors
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Beta Wealth Group, Inc.
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Financial Perspectives, Inc
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Bank Of America Corp /de/
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Morgan Dempsey Capital Management Llc
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Plante Moran Financial Advisors, LLC
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Institute for Wealth Management, LLC.
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Parkside Financial Bank & Trust
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Banque Pictet & Cie Sa
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Rockefeller Capital Management L.P.
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TRTY - Cambria ETF Trust - Cambria Trinity ETF
|
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|
Assetmark, Inc
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Quadrant Capital Group Llc
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Laurel Wealth Advisors LLC
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Alerus Financial Na
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Pictet North America Advisors SA
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Providence Capital Advisors, LLC
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Cresset Asset Management, LLC
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Mount Yale Investment Advisors, LLC
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Glenmede Investment Management, LP
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Merit Financial Group, LLC
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Mml Investors Services, Llc
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Cambria Investment Management, L.P.
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CRTOX - PFS FUNDS - Conquer Risk Tactical Opportunities Fund
|
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Aprio Wealth Management, LLC
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|
Kiker Wealth Management, LLC
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Ameriprise Financial Inc
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BRYN MAWR TRUST Co
|
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GFS Advisors, LLC
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Atria Investments Llc
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Worth Financial Advisory Group, LLC
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Bank of Jackson Hole Trust
|
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ITDE - iSHARES TRUST - iShares LifePath Target Date 2045 ETF
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AlphaCore Capital LLC
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Envestnet Portfolio Solutions, Inc.
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Private Trust Co Na
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TD Waterhouse Canada Inc.
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LPL Financial LLC
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Belpointe Asset Management LLC
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MONECO Advisors, LLC
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LPHAX - BlackRock Funds III - BlackRock LifePath Dynamic 2045 Fund Investor A Shares
|
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Angeles Wealth Management, Llc
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|
Glenmede Trust Co Na
|
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Whittier Trust Co Of Nevada Inc
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Steward Partners Investment Advisory, Llc
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GEN Financial Management, INC.
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Argent Advisors, Inc.
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Franklin Resources Inc
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Matrix Private Capital Group Llc
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Bnp Paribas Arbitrage, Sa
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Integrated Wealth Concepts LLC
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AdvisorNet Financial, Inc
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Nicolet Bankshares Inc
|
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Forefront Analytics, LLC
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Rialto Wealth Management, LLC
|
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|
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|
PFADX - Northern Lights Fund Trust - RiskPro® PFG 0-15 Fund Class R
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
LPRDX - BlackRock Funds III - BlackRock LifePath Dynamic 2030 Fund Investor A Shares
|
|
|
|
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|
Collier Financial
|
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|
Banco Santander, S.A.
|
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Atomi Financial Group, Inc.
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Creekmur Asset Management LLC
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Founders Financial Alliance, LLC
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Northern Trust Corp
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GeoWealth Management, LLC
|
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|
Tacita Capital Inc
|
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|
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|
LGT Financial Advisors LLC
|
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|
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|
|
Lido Advisors, LLC
|
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|
|
|
|
ITDC - iSHARES TRUST - iShares LifePath Target Date 2035 ETF
|
|
|
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|
Clune & Associates, Ltd.
|
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Boltwood Capital Management
|
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CX Institutional
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|
Ci Investments Inc.
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Compagnie Lombard Odier SCmA
|
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Costello Asset Management, INC
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Keebeck Wealth Management, LLC
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|
Sunbeam Capital Management, LLC
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Simon Quick Advisors, Llc
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|
Money Design Co.,Ltd.
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|
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|
GMOM - Cambria ETF Trust - Cambria Global Momentum ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Beacon Financial Group
|
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|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
ITDB - iSHARES TRUST - iShares LifePath Target Date 2030 ETF
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
JB Capital LLC
|
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|
|
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|
Waldron Private Wealth LLC
|
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|
Schechter Investment Advisors, LLC
|
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|
Signature Estate & Investment Advisors Llc
|
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|
M&t Bank Corp
|
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|
Symphony Financial, Ltd. Co.
|
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|
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|
Salem Investment Counselors Inc
|
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|
Principal Financial Group Inc
|
|
|
|
|
|
Employees' Retirement Fund of the City of Fort Worth
|
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|
Creative Financial Designs Inc /adv
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|
Principal Securities, Inc.
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|
|
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|
JRLKX - John Hancock Funds II - Multi-Index 2015 Lifetime Portfolio Class R4
|
|
|
|
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|
Abound Wealth Management
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
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|
|
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|
O'shaughnessy Asset Management, Llc
|
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|
|
|
|
LPREX - BlackRock Funds III - BlackRock LifePath Dynamic 2040 Fund Investor A Shares
|
|
|
|
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|
Washington Trust Bank
|
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|
Atria Wealth Solutions, Inc.
|
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|
|
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|
Raymond James Financial Inc
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Laird Norton Trust Company, Llc
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Natixis Advisors, L.p.
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Pnc Financial Services Group, Inc.
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Capital Analysts, Inc.
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Beaumont Capital Management, LLC
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|
Janney Montgomery Scott LLC
|
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|
|
|
|
JIBOX - John Hancock Funds II - Multi-Index Lifestyle Balanced Portfolio Class 1
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
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|
|
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|
EPG Wealth Management LLC
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|
Northeast Financial Consultants Inc
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|
Chicago Wealth Management, Inc.
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|
JIIOX - John Hancock Funds II - Multi-Index Lifestyle Aggressive Portfolio Class 1
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Harbor Investment Advisory, Llc
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Tassel Capital Management, Inc.
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|
Russell Investments Group, Ltd.
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Spinnaker Investment Group, LLC
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|
Bank of New York Mellon Corp
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|
JRLOX - John Hancock Funds II - Multi-Index 2020 Lifetime Portfolio Class 1
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
JRLQX - John Hancock Funds II - Multi-Index 2045 Lifetime Portfolio Class 1
|
|
|
|
|
|
BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2030 FUND Investor A
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
JRLDX - John Hancock Funds II - Multi-Index 2010 Lifetime Portfolio Class 1
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Boreal Capital Management LLC
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|
Newport Capital Group, LLC
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|
EP Wealth Advisors, Inc.
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|
NewEdge Wealth, LLC
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Pathstone Holdings, LLC
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|
Morgan Stanley
|
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|
First Horizon Advisors, Inc.
|
|
|
|
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|
Wells Fargo & Company/mn
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|
|
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|
JLGOX - John Hancock Funds II - Multi-Index Lifestyle Growth Portfolio Class 1
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
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|
CIBC Private Wealth Group, LLC
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|
Resources Investment Advisors, LLC.
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|
Scotia Capital Inc.
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|
Johnson Financial Group, Inc.
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|
Ascent Group, LLC
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We Are One Seven, LLC
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|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Stifel Financial Corp
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|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
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|
Stelac Advisory Services LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
QALTX - Advisors Preferred Trust - Quantified Alternative Investment Fund Investor Class Shares
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2035 FUND Investor A
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
LPJRX - BlackRock Funds III - BlackRock LifePath Dynamic 2035 Fund Class R Shares
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2050 FUND Investor A
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
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|
Golden State Wealth Management, LLC
|
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|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
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|
|
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|
Integrated Advisors Network LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
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|
Benjamin Edwards Inc
|
|
|
|
|
|
JRTKX - John Hancock Funds II - Multi-Index 2035 Lifetime Portfolio Class 1
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Rock Creek Group, LP
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Hollencrest Capital Management
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|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Valley National Advisers Inc
|
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|
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|
Wealth Architects, LLC
|
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|
Mesirow Financial Investment Management, Inc.
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|
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|
Wealthspire Advisors, LLC
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|
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|
Capital Investment Advisory Services, LLC
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|
|
|
|
|
Rossby Financial, LCC
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|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Bell Bank
|
|
|
|
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|
Kestra Advisory Services, LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
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|
|
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|
Keybank National Association/oh
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|
|
|
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|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
ITDD - iSHARES TRUST - iShares LifePath Target Date 2040 ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
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|
|
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|
Qube Research & Technologies Ltd
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|
Hanlon Investment Management, Inc.
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ORG Partners LLC
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|
Mirae Asset Global Investments Co., Ltd.
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|
Jane Street Group, Llc
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|
Birchbrook, Inc.
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|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Spire Wealth Management
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|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
Nicolet Advisory Services, Llc
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|
|
|
|
|
TOWER TRUST & INVESTMENT Co
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|
|
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|
AllSquare Wealth Management LLC
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|
SBI Securities Co., Ltd.
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|
EFG Asset Management (Americas) Corp.
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|
Old Mission Capital Llc
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|
Smartleaf Asset Management LLC
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|
Hancock Whitney Corp
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|
Marshall & Sterling Wealth Advisors Inc.
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|
CIBC World Markets Inc.
|
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|
Arrien Investments, Inc.
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|
Royal Bank Of Canada
|
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|
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|
Creative Capital Management Investments LLC
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|
|
|
Bailard, Inc.
|
|
|
|
|
|
BlackRock Funds III - BLACKROCK LIFEPATH INDEX 2040 FUND Investor A
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
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|
EWG Elevate Inc.
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Patriot Investment Management Inc.
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FSM Wealth Advisors, LLC
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West Oak Capital, LLC
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IFG Advisory, LLC
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Droms Strauss Advisors Inc /mo/ /adv
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1832 Asset Management L.P.
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Jones Financial Companies Lllp
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SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
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Advisory Services Network, LLC
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Hennion & Walsh Asset Management, Inc.
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Perigon Wealth Management, LLC
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Global Retirement Partners, LLC
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Chilton Capital Management Llc
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Verdence Capital Advisors LLC
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Change Path, LLC
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VERITY Wealth Advisors
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Baron Wealth Management LLC
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Louisbourg Investments Inc.
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Cerity Partners LLC
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BlueChip Wealth Advisors LLC
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Fifth Third Bancorp
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Fft Wealth Management Llc
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Vestor Capital, Llc
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Manufacturers Life Insurance Company, The
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Proficio Capital Partners LLC
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Umb Bank N A/mo
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Logan Stone Capital, LLC
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GWM Advisors LLC
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Meketa Investment Group Inc /adv
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Moneta Group Investment Advisors Llc
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Huntington National Bank
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Ameritas Advisory Services, LLC
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Bank Of Montreal /can/
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Sage Financial Group Inc
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IFP Advisors, Inc
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CI Private Wealth, LLC
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Brio Consultants, LLC
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Financial Advocates Investment Management
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Auour Investments LLC
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Wealthcare Advisory Partners LLC
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JLMOX - John Hancock Funds II - Multi-Index Lifestyle Moderate Portfolio Class 1
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Mercer Global Advisors Inc /adv
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Lakeshore Capital Group, Inc.
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Grant/GrossMendelsohn, LLC
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Aqr Capital Management Llc
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S.A. Mason LLC
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Coordinated Financial Services, Inc.
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Evergreen Capital Management Llc
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Firestone Capital Management
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DHJJ Financial Advisors, Ltd.
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Annis Gardner Whiting Capital Advisors, LLC
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Cypress Capital Management LLC (WY)
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Corrado Advisors, Llc
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Legacy Bridge, LLC
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N.E.W. Advisory Services LLC
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Creative Planning
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Comprehensive Money Management Services LLC
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Anchor Capital Advisors Llc
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Operose Advisors LLC
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Gts Securities Llc
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Private Advisor Group, LLC
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JRTTX - John Hancock Funds II - Multi-Index 2040 Lifetime Portfolio Class 1
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Strategic Wealth Partners, Ltd.
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Naples Global Advisors, Llc
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National Bank Of Canada /fi/
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Sequoia Financial Advisors, LLC
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Highline Wealth Partners Llc
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Nomura Asset Management Co Ltd
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BlackRock Funds III - BLACKROCK LIFEPATH INDEX RETIREMENT FUND Investor A
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Equitable Holdings, Inc.
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Regions Financial Corp
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Harbour Investments, Inc.
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HB Wealth Management, LLC
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Greenleaf Trust
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Concurrent Investment Advisors, LLC
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Stratos Wealth Partners, LTD.
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GPMIX - GPS Funds II - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares
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City Holding Co
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Hoxton Planning & Management, LLC
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Fmr Llc
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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CoreCap Advisors, LLC
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Pictet Asset Management Holding SA
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Rothschild Investment Llc
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IRTR - iSHARES TRUST - iShares LifePath Retirement ETF
|
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JRTGX - John Hancock Funds II - Multi-Index 2030 Lifetime Portfolio Class 1
|
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BlackRock, Inc.
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Dynasty Wealth Management, Llc
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Archer Investment Corp
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Park Avenue Securities Llc
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Kwmg, Llc
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Moors & Cabot, Inc.
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Cetera Investment Advisers
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