| 1 |
Charles Schwab Investment Advisory, Inc. |
12,647,069 |
262,680,000 |
43.21% |
|
|
| 2 |
BlackRock Finance, Inc. |
1,238,694 |
25,728,000 |
4.23% |
|
|
| 3 |
WealthTrust Fairport, LLC |
1,202,889 |
24,984,000 |
4.11% |
|
|
| 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
936,739 |
19,457,000 |
3.20% |
|
|
| 5 |
Emery Howard Portfolio Management, Inc. |
814,828 |
16,924,000 |
2.78% |
|
|
| 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
782,495 |
16,136,000 |
2.65% |
|
|
| 7 |
KRILOGY FINANCIAL LLC |
519,937 |
10,799,000 |
1.78% |
|
|
| 8 |
JMG Financial Group, Ltd. |
488,185 |
10,140,000 |
1.67% |
|
|
| 9 |
Bouchey Financial Group Ltd |
470,720 |
9,777,000 |
1.61% |
|
|
| 10 |
Avidian Wealth Enterprises, LLC |
379,292 |
7,878,000 |
1.30% |
|
|
| 11 |
BCWM, LLC |
376,950 |
7,829,000 |
1.29% |
|
|
| 12 |
FRONTIER INVESTMENT MGMT CO |
364,849 |
7,577,000 |
1.25% |
|
|
| 13 |
VALENTINE VENTURES LLC |
362,843 |
7,536,000 |
1.24% |
|
|
| 14 |
Destination Wealth Management |
381,957 |
7,452,000 |
1.23% |
|
|
| 15 |
Live Your Vision, LLC |
281,021 |
5,837,000 |
0.96% |
|
|
| 16 |
UBS Group AG |
265,695 |
5,518,000 |
0.91% |
|
|
| 17 |
NORTH STAR ASSET MANAGEMENT INC |
243,298 |
5,053,000 |
0.83% |
|
|
| 18 |
Ifrah Financial Services, Inc. |
242,024 |
5,027,000 |
0.83% |
|
|
| 19 |
Frontier Wealth Management LLC |
236,091 |
4,904,000 |
0.81% |
|
|
| 20 |
BANK OF AMERICA CORP /DE/ |
232,381 |
4,827,000 |
0.79% |
|
|
| 21 |
Garde Capital, Inc. |
227,333 |
4,722,000 |
0.78% |
|
|
| 22 |
BRONFMAN E.L. ROTHSCHILD, L.P. |
209,357 |
4,348,000 |
0.72% |
|
|
| 23 |
LPL Financial LLC |
195,976 |
3,957,000 |
0.65% |
|
|
| 24 |
JFS WEALTH ADVISORS, LLC |
180,906 |
3,757,000 |
0.62% |
|
|
| 25 |
Raymond James Financial Services Advisors, Inc. |
177,831 |
3,694,000 |
0.61% |
|
|
| 26 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
169,223 |
3,515,000 |
0.58% |
|
|
| 27 |
Retirement Planning Group, LLC |
166,400 |
3,456,000 |
0.57% |
|
|
| 28 |
SUTTON WEALTH ADVISORS INC. |
160,453 |
3,332,609 |
0.55% |
|
|
| 29 |
Sequoia Financial Advisors, LLC |
158,919 |
3,301,000 |
0.54% |
|
|
| 30 |
Courage Miller Partners, LLC |
152,295 |
3,163,000 |
0.52% |
|
|
| 31 |
Evensky & Katz LLC |
146,121 |
3,034,000 |
0.50% |
|
|
| 32 |
PLANNING ALTERNATIVES LTD /ADV |
143,877 |
2,988,000 |
0.49% |
|
|
| 33 |
ENVESTNET ASSET MANAGEMENT INC |
139,029 |
2,888,000 |
0.48% |
|
|
| 34 |
CABOT WEALTH MANAGEMENT INC |
135,257 |
2,809,000 |
0.46% |
|
|
| 35 |
SARGENT BICKHAM LAGUDIS LLC |
127,752 |
2,653,000 |
0.44% |
|
|
| 36 |
ARMBRUSTER CAPITAL MANAGEMENT, INC. |
124,153 |
2,579,000 |
0.42% |
|
|
| 37 |
PITTENGER & ANDERSON INC |
117,868 |
2,448,000 |
0.40% |
|
|
| 38 |
RAND WEALTH, LLC |
116,679 |
2,423,000 |
0.40% |
|
|
| 39 |
Fort Point Capital Partners LLC |
113,316 |
2,354,000 |
0.39% |
|
|
| 40 |
KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC |
105,849 |
2,198,000 |
0.36% |
|
|
| 41 |
AVALON CAPITAL MANAGEMENT |
103,433 |
2,148,000 |
0.35% |
|
|
| 42 |
OLD MISSION CAPITAL LLC |
102,817 |
2,136,000 |
0.35% |
|
|
| 43 |
WELLS FARGO & COMPANY/MN |
97,261 |
2,021,000 |
0.33% |
|
|
| 44 |
Portfolio Solutions, LLC |
96,509 |
2,004,000 |
0.33% |
|
|
| 45 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
92,319 |
1,917,000 |
0.32% |
|
|
| 46 |
Marquette Asset Management, LLC |
91,918 |
1,909,000 |
0.31% |
|
|
| 47 |
Orion Porfolio Solutions, LLC |
83,899 |
1,743,000 |
0.29% |
|
|
| 48 |
Cambridge Investment Research Advisors, Inc. |
81,638 |
1,696,000 |
0.28% |
|
|
| 49 |
BERGANKDV WEALTH MANAGEMENT, LLC |
81,051 |
1,683,000 |
0.28% |
|
|
| 50 |
BANK OF MONTREAL /CAN/ |
75,340 |
1,564,000 |
0.26% |
|
|
