| 1 |
Pinnacle Advisory Group, Inc. |
1,545,904 |
81,237,000 |
47.38% |
|
|
| 2 |
Charles Schwab Investment Advisory, Inc. |
1,088,918 |
57,223,000 |
33.38% |
|
|
| 3 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
259,442 |
13,634,000 |
7.95% |
|
|
| 4 |
Twele Capital Management, Inc. |
61,159 |
3,214,000 |
1.87% |
|
|
| 5 |
GOLDMAN SACHS GROUP INC |
46,118 |
2,424,000 |
1.41% |
|
|
| 6 |
Bluefin Trading, LLC |
40,703 |
2,100,000 |
1.22% |
|
|
| 7 |
VISTA CAPITAL PARTNERS, INC. |
33,914 |
1,782,000 |
1.04% |
|
SH |
| 8 |
Live Your Vision, LLC |
27,362 |
1,438,000 |
0.84% |
|
|
| 9 |
Waverly Advisors, LLC |
27,226 |
1,431,000 |
0.83% |
|
|
| 10 |
ROYAL BANK OF CANADA |
21,424 |
1,126,000 |
0.66% |
|
|
| 11 |
D. SCOTT NEAL, INC. |
20,706 |
1,088,000 |
0.63% |
|
|
| 12 |
Transamerica Financial Advisors, LLC |
19,738 |
1,038,000 |
0.61% |
|
|
| 13 |
Perigon Wealth Management, LLC |
13,724 |
721,000 |
0.42% |
|
|
| 14 |
MORGAN STANLEY |
10,726 |
563,000 |
0.33% |
|
|
| 15 |
OPTIMUM INVESTMENT ADVISORS |
9,200 |
483,000 |
0.28% |
|
|
| 16 |
ENVESTNET ASSET MANAGEMENT INC |
8,153 |
428,000 |
0.25% |
|
|
| 17 |
LPL Financial LLC |
6,982 |
367,000 |
0.21% |
|
|
| 18 |
Ifrah Financial Services, Inc. |
6,226 |
327,000 |
0.19% |
|
|
| 19 |
Friedenthal Financial |
4,871 |
256,000 |
0.15% |
|
|
| 20 |
BANK OF AMERICA CORP /DE/ |
3,900 |
205,000 |
0.12% |
|
|
| 21 |
UBS AG |
1,766 |
93,000 |
0.05% |
|
|
| 22 |
WEALTHCARE CAPITAL MANAGEMENT LLC |
1,708 |
90,000 |
0.05% |
|
|
| 23 |
Bartlett & Co. LLC |
900 |
47,000 |
0.03% |
|
|
| 24 |
Madden Advisory Services, Inc. |
725 |
38,000 |
0.02% |
|
|
| 25 |
Trutina Financial LLC |
595 |
31,000 |
0.02% |
|
|
| 26 |
AMERICAN INTERNATIONAL GROUP, INC. |
460 |
24,173 |
0.01% |
|
|
| 27 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
371 |
19,000 |
0.01% |
|
|
| 28 |
Capital Directions Investment Advisors, LLC |
253 |
13,000 |
0.01% |
|
|
| 29 |
D.A. DAVIDSON & CO. |
114 |
5,000 |
0.00% |
|
|
| 30 |
AMERIPRISE FINANCIAL INC |
62 |
3,000 |
0.00% |
|
|
| 31 |
Vantage Investment Advisors, LLC |
10 |
1,000 |
0.00% |
|
|
| 32 |
WELLS FARGO & COMPANY/MN |
1 |
0 |
0.00% |
|
|
