| 1 |
Charles Schwab Investment Advisory, Inc. |
5,824,987 |
117,782,000 |
28.73% |
|
|
| 2 |
FutureAdvisor, Inc. |
879,722 |
17,788,000 |
4.34% |
|
|
| 3 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
835,889 |
16,902,000 |
4.12% |
|
|
| 4 |
Bouchey Financial Group Ltd |
593,293 |
11,996,000 |
2.93% |
|
|
| 5 |
JMG Financial Group, Ltd. |
592,153 |
11,973,000 |
2.92% |
|
|
| 6 |
Brouwer & Janachowski, LLC |
566,925 |
11,463,000 |
2.80% |
|
|
| 7 |
Emery Howard Portfolio Management, Inc. |
554,277 |
11,207,000 |
2.73% |
|
|
| 8 |
KRILOGY FINANCIAL LLC |
476,211 |
9,629,000 |
2.35% |
|
|
| 9 |
Atria Investments, Inc |
176 |
8,700,000 |
2.12% |
|
|
| 10 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
387,422 |
8,500,000 |
2.07% |
|
|
| 11 |
BCWM, LLC |
387,328 |
7,832,000 |
1.91% |
|
|
| 12 |
JANE STREET GROUP, LLC |
372,408 |
7,530,000 |
1.84% |
|
|
| 13 |
VALENTINE VENTURES LLC |
367,386 |
7,429,000 |
1.81% |
|
|
| 14 |
Fragasso Financial Advisors Inc |
325,668 |
6,585,000 |
1.61% |
|
|
| 15 |
LPL Financial LLC |
263,285 |
5,584,000 |
1.36% |
|
|
| 16 |
WELLS FARGO & COMPANY/MN |
274,700 |
5,555,000 |
1.35% |
|
|
| 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
270,294 |
5,465,000 |
1.33% |
|
|
| 18 |
Frontier Wealth Management LLC |
262,666 |
5,311,000 |
1.30% |
|
|
| 19 |
NORTH STAR ASSET MANAGEMENT INC |
251,243 |
5,080,000 |
1.24% |
|
|
| 20 |
Ironwood Financial, llc |
240,837 |
4,870,000 |
1.19% |
|
|
| 21 |
Bank of New York Mellon Corp |
240,736 |
4,868,000 |
1.19% |
|
|
| 22 |
ENVESTNET ASSET MANAGEMENT INC |
230,422 |
4,659,000 |
1.14% |
|
|
| 23 |
SALEM INVESTMENT COUNSELORS INC |
19,533 |
4,312,000 |
1.05% |
|
|
| 24 |
Sequoia Financial Advisors, LLC |
207,846 |
4,203,000 |
1.03% |
|
|
| 25 |
HENGEHOLD CAPITAL MANAGEMENT LLC |
206,018 |
4,166,000 |
1.02% |
|
|
| 26 |
OLD MISSION CAPITAL LLC |
199,434 |
4,033,000 |
0.98% |
|
|
| 27 |
RAND WEALTH, LLC |
181,451 |
3,669,000 |
0.89% |
|
|
| 28 |
CITADEL ADVISORS LLC |
176,589 |
3,571,000 |
0.87% |
|
|
| 29 |
CABOT WEALTH MANAGEMENT INC |
156,016 |
3,155,000 |
0.77% |
|
|
| 30 |
Retirement Planning Group, LLC |
132,986 |
2,689,000 |
0.66% |
|
|
| 31 |
Raymond James Financial Services Advisors, Inc. |
131,663 |
2,662,000 |
0.65% |
|
|
| 32 |
FRONTIER INVESTMENT MGMT CO |
131,396 |
2,657,000 |
0.65% |
|
|
| 33 |
BANK OF MONTREAL /CAN/ |
130,200 |
2,633,000 |
0.64% |
|
|
| 34 |
Courage Miller Partners, LLC |
125,315 |
2,534,000 |
0.62% |
|
|
| 35 |
VSR Financial Services, Inc. |
125,155 |
2,531,000 |
0.62% |
|
|
| 36 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
115,917 |
2,344,000 |
0.57% |
|
|
| 37 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
114,026 |
2,306,000 |
0.56% |
|
|
| 38 |
Evensky & Katz LLC |
98,757 |
1,996,000 |
0.49% |
|
|
| 39 |
ASPIRIANT HOLDINGS S3, LLC |
94,920 |
1,919,000 |
0.47% |
|
|
| 40 |
Marquette Asset Management, LLC |
94,241 |
1,906,000 |
0.46% |
|
|
| 41 |
PITTENGER & ANDERSON INC |
93,571 |
1,892,000 |
0.46% |
|
|
| 42 |
ROBLE, BELKO & COMPANY, INC |
84,211 |
1,703,000 |
0.42% |
|
|
| 43 |
Garde Capital, Inc. |
77,548 |
1,568,000 |
0.38% |
|
|
| 44 |
Orion Porfolio Solutions, LLC |
76,556 |
1,548,000 |
0.38% |
|
|
| 45 |
One Capital Management, LLC |
76,116 |
1,539,000 |
0.38% |
|
|
| 46 |
AMI INVESTMENT MANAGEMENT INC |
72,417 |
1,464,000 |
0.36% |
|
|
| 47 |
MORGAN STANLEY |
72,231 |
1,461,000 |
0.36% |
|
|
| 48 |
Financial Architects, Inc |
67,945 |
1,374,000 |
0.34% |
|
|
| 49 |
Avior Wealth Management, LLC |
67,063 |
1,356,000 |
0.33% |
|
|
| 50 |
PLANNING ALTERNATIVES LTD /ADV |
66,266 |
1,340,000 |
0.33% |
|
|
