| 1 |
Charles Schwab Investment Advisory, Inc. |
5,622,361 |
134,823,000 |
68.76% |
|
|
| 2 |
Vigilant Capital Management, LLC |
918,454 |
22,024,000 |
11.23% |
|
|
| 3 |
UNITED SERVICES AUTOMOBILE ASSOCIATION |
689,636 |
16,537,000 |
8.43% |
|
|
| 4 |
FOSTER & MOTLEY INC |
561,391 |
13,462,000 |
6.87% |
|
|
| 5 |
Sigma Investment Management Co |
92,024 |
2,207,000 |
1.13% |
|
|
| 6 |
Financial Architects, Inc |
74,015 |
1,775,000 |
0.91% |
|
|
| 7 |
JANE STREET GROUP, LLC |
57,940 |
1,389,000 |
0.71% |
|
|
| 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
50,176 |
1,203,000 |
0.61% |
|
|
| 9 |
ROYAL BANK OF CANADA |
48,878 |
1,172,000 |
0.60% |
|
|
| 10 |
CABOT WEALTH MANAGEMENT INC |
22,309 |
535,000 |
0.27% |
|
|
| 11 |
PARSONS CAPITAL MANAGEMENT INC/RI |
15,130 |
363,000 |
0.19% |
|
|
| 12 |
DOMANI WEALTH, LLC |
11,685 |
280,000 |
0.14% |
|
|
| 13 |
VALLEY NATIONAL ADVISERS INC |
6,854 |
164,000 |
0.08% |
|
|
| 14 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
2,041 |
49,000 |
0.02% |
|
|
| 15 |
ASSET PLANNING SERVICES, LTD. |
1,484 |
36,000 |
0.02% |
|
|
| 16 |
PNC FINANCIAL SERVICES GROUP, INC. |
1,500 |
36,000 |
0.02% |
|
|
| 17 |
AMERICAN INTERNATIONAL GROUP, INC. |
270 |
6,475 |
0.00% |
|
|
| 18 |
MSI Financial Services Inc |
200 |
5,000 |
0.00% |
|
|
| 19 |
BANK OF AMERICA CORP /DE/ |
100 |
2,000 |
0.00% |
|
|
| 20 |
Parallax Volatility Advisers, L.P. |
1 |
0 |
0.00% |
|
|
| 21 |
WEALTHFRONT CORP |
13 |
0 |
0.00% |
|
|
| 22 |
CITIGROUP INC |
20 |
0 |
0.00% |
|
|
