| 1 |
Charles Schwab Investment Advisory, Inc. |
15,599,086 |
359,715,000 |
41.60% |
|
|
| 2 |
FRONTIER INVESTMENT MGMT CO |
343,886 |
79,300,000 |
9.17% |
|
|
| 3 |
WealthTrust Fairport, LLC |
1,306,017 |
30,117,000 |
3.48% |
|
|
| 4 |
BlackRock Finance, Inc. |
1,220,463 |
28,144,000 |
3.26% |
|
|
| 5 |
BSW Wealth Partners |
571 |
24,762,000 |
2.86% |
|
|
| 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
1,035,707 |
24,183,000 |
2.80% |
|
|
| 7 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
950,204 |
21,912,000 |
2.53% |
|
|
| 8 |
Emery Howard Portfolio Management, Inc. |
877,174 |
20,228,000 |
2.34% |
|
|
| 9 |
KRILOGY FINANCIAL LLC |
573,087 |
13,215,000 |
1.53% |
|
|
| 10 |
JMG Financial Group, Ltd. |
447,450 |
10,318,000 |
1.19% |
|
|
| 11 |
Bouchey Financial Group Ltd |
402,560 |
9,283,000 |
1.07% |
|
|
| 12 |
Live Your Vision, LLC |
397,050 |
9,156,000 |
1.06% |
|
|
| 13 |
Apriem Advisors |
373,653 |
8,616,000 |
1.00% |
|
|
| 14 |
VALENTINE VENTURES LLC |
342,374 |
7,895,000 |
0.91% |
|
|
| 15 |
PREMIER ASSET MANAGEMENT LLC |
314,434 |
7,250,000 |
0.84% |
|
|
| 16 |
UBS Group AG |
292,318 |
6,741,000 |
0.78% |
|
|
| 17 |
APPLETON GROUP, LLC |
290,309 |
6,695,000 |
0.77% |
|
|
| 18 |
Merriman Wealth Management, LLC |
282,460 |
6,514,000 |
0.75% |
|
|
| 19 |
Ifrah Financial Services, Inc. |
258,096 |
5,952,000 |
0.69% |
|
|
| 20 |
BANK OF AMERICA CORP /DE/ |
256,990 |
5,927,000 |
0.69% |
|
|
| 21 |
NORTH STAR ASSET MANAGEMENT INC |
230,410 |
5,313,000 |
0.61% |
|
|
| 22 |
BRONFMAN E.L. ROTHSCHILD, L.P. |
230,219 |
5,309,000 |
0.61% |
|
|
| 23 |
Raymond James Financial Services Advisors, Inc. |
192,071 |
4,429,000 |
0.51% |
|
|
| 24 |
SARGENT BICKHAM LAGUDIS LLC |
189,837 |
4,378,000 |
0.51% |
|
|
| 25 |
BERGANKDV WEALTH MANAGEMENT, LLC |
180,557 |
4,164,000 |
0.48% |
|
|
| 26 |
Retirement Planning Group, LLC |
175,557 |
4,048,000 |
0.47% |
|
|
| 27 |
SUTTON WEALTH ADVISORS INC. |
164,411 |
3,791,318 |
0.44% |
|
|
| 28 |
WELLS FARGO & COMPANY/MN |
163,470 |
3,770,000 |
0.44% |
|
|
| 29 |
Courage Miller Partners, LLC |
158,666 |
3,659,000 |
0.42% |
|
|
| 30 |
PITTENGER & ANDERSON INC |
155,934 |
3,596,000 |
0.42% |
|
|
| 31 |
JFS WEALTH ADVISORS, LLC |
155,546 |
3,587,000 |
0.41% |
|
|
| 32 |
PLANNING ALTERNATIVES LTD /ADV |
137,989 |
3,182,000 |
0.37% |
|
|
| 33 |
CABOT WEALTH MANAGEMENT INC |
136,647 |
3,151,000 |
0.36% |
|
|
| 34 |
ASPIRIANT, LLC |
134,038 |
3,091,000 |
0.36% |
|
|
| 35 |
GRIMES & Co WEALTH MANAGEMENT, LLC |
132,851 |
3,064,000 |
0.35% |
|
|
| 36 |
ARMBRUSTER CAPITAL MANAGEMENT, INC. |
131,145 |
3,024,000 |
0.35% |
|
|
| 37 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. |
127,047 |
2,930,000 |
0.34% |
|
|
| 38 |
Evensky & Katz LLC |
124,943 |
2,881,000 |
0.33% |
|
|
| 39 |
Portfolio Solutions, LLC |
118,461 |
2,732,000 |
0.32% |
|
|
| 40 |
RAND WEALTH, LLC |
113,482 |
2,617,000 |
0.30% |
|
|
| 41 |
BAILARD, INC. |
108,778 |
2,508,000 |
0.29% |
|
|
| 42 |
Fort Point Capital Partners LLC |
98,958 |
2,282,000 |
0.26% |
|
|
| 43 |
Cambridge Investment Research Advisors, Inc. |
97,411 |
2,246,000 |
0.26% |
|
|
| 44 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
96,850 |
2,233,000 |
0.26% |
|
|
| 45 |
BROWN ADVISORY INC |
96,188 |
2,218,000 |
0.26% |
|
|
| 46 |
Vident Investment Advisory, LLC |
95,065 |
2,192,000 |
0.25% |
|
|
| 47 |
LPL Financial LLC |
92,383 |
2,127,000 |
0.25% |
|
|
| 48 |
Marquette Asset Management, LLC |
88,470 |
2,040,000 |
0.24% |
|
|
| 49 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
86,930 |
2,005,000 |
0.23% |
|
|
| 50 |
Orion Porfolio Solutions, LLC |
80,650 |
1,860,000 |
0.22% |
|
|
