| 1 |
Charles Schwab Investment Advisory, Inc. |
801,520 |
42,961,000 |
31.31% |
|
|
| 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
339,773 |
18,212,000 |
13.27% |
|
|
| 3 |
FINANCIAL CONSULATE, INC |
256,723 |
13,760,000 |
10.03% |
|
|
| 4 |
JUNCTURE WEALTH STRATEGIES, LLC |
212,672 |
11,405,000 |
8.31% |
|
|
| 5 |
Frontier Wealth Management LLC |
192,545 |
10,320,000 |
7.52% |
|
|
| 6 |
Quantum Capital Management, LLC / NJ |
158,941 |
8,519,000 |
6.21% |
|
|
| 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
80,551 |
4,318,000 |
3.15% |
|
|
| 8 |
Tuttle Capital Management, LLC |
63,984 |
3,429,000 |
2.50% |
|
|
| 9 |
Twele Capital Management, Inc. |
61,159 |
3,278,000 |
2.39% |
|
|
| 10 |
BANK OF AMERICA CORP /DE/ |
44,757 |
2,399,000 |
1.75% |
|
|
| 11 |
Waverly Advisors, LLC |
44,208 |
2,370,000 |
1.73% |
|
|
| 12 |
GOLDMAN SACHS GROUP INC |
36,167 |
1,939,000 |
1.41% |
|
|
| 13 |
Bangor Savings Bank |
30,284 |
1,623,000 |
1.18% |
|
|
| 14 |
Live Your Vision, LLC |
28,005 |
1,522,000 |
1.11% |
|
|
| 15 |
VISTA CAPITAL PARTNERS, INC. |
27,805 |
1,490,000 |
1.09% |
|
SH |
| 16 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
25,061 |
1,343,000 |
0.98% |
|
|
| 17 |
D. SCOTT NEAL, INC. |
22,244 |
1,192,000 |
0.87% |
|
|
| 18 |
Perigon Wealth Management, LLC |
19,195 |
1,029,000 |
0.75% |
|
|
| 19 |
Friedenthal Financial |
14,272 |
765,000 |
0.56% |
|
|
| 20 |
ProVise Management Group, LLC |
12,727 |
682,000 |
0.50% |
|
|
| 21 |
BUCKINGHAM STRATEGIC WEALTH, LLC |
11,423 |
612,000 |
0.45% |
|
|
| 22 |
Pinnacle Advisory Group, Inc. |
9,317 |
499,000 |
0.36% |
|
|
| 23 |
FormulaFolio Investments, LLC |
8,676 |
465,000 |
0.34% |
|
|
| 24 |
OPTIMUM INVESTMENT ADVISORS |
7,635 |
409,000 |
0.30% |
|
|
| 25 |
VSR Financial Services, Inc. |
5,151 |
276,000 |
0.20% |
|
|
| 26 |
Ifrah Financial Services, Inc. |
5,109 |
274,000 |
0.20% |
|
|
| 27 |
ENVESTNET ASSET MANAGEMENT INC |
5,064 |
271,000 |
0.20% |
|
|
| 28 |
FutureAdvisor, Inc. |
4,955 |
263,000 |
0.19% |
|
|
| 29 |
CWM, LLC |
4,757 |
255,000 |
0.19% |
|
|
| 30 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
4,711 |
253,000 |
0.18% |
|
|
| 31 |
PIERSHALE FINANCIAL GROUP, INC. |
4,265 |
229,000 |
0.17% |
|
|
| 32 |
OARSMAN CAPITAL, INC. |
4,061 |
218,000 |
0.16% |
|
|
| 33 |
Simplicity Solutions, LLC |
3,527 |
189,047 |
0.14% |
|
|
| 34 |
WEALTHCARE CAPITAL MANAGEMENT LLC |
1,205 |
65,000 |
0.05% |
|
|
| 35 |
PITTENGER & ANDERSON INC |
1,000 |
54,000 |
0.04% |
|
|
| 36 |
Creative Planning |
913 |
49,000 |
0.04% |
|
|
| 37 |
Bartlett & Co. LLC |
900 |
48,000 |
0.03% |
|
|
| 38 |
Madden Advisory Services, Inc. |
820 |
44,000 |
0.03% |
|
|
| 39 |
WASHINGTON TRUST BANK |
787 |
42,000 |
0.03% |
|
|
| 40 |
AMERICAN INTERNATIONAL GROUP, INC. |
460 |
24,656 |
0.02% |
|
|
| 41 |
SIGNATUREFD, LLC |
452 |
24,000 |
0.02% |
|
|
| 42 |
PNC FINANCIAL SERVICES GROUP, INC. |
439 |
24,000 |
0.02% |
|
|
| 43 |
NATIONAL PLANNING CORP |
371 |
20,056 |
0.01% |
|
|
| 44 |
MUFG Americas Holdings Corp |
265 |
14,000 |
0.01% |
|
|
| 45 |
Capital Directions Investment Advisors, LLC |
253 |
14,000 |
0.01% |
|
|
| 46 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
233 |
12,000 |
0.01% |
|
|
| 47 |
Financial Architects, Inc |
154 |
8,000 |
0.01% |
|
|
| 48 |
Peachtree Investment Advisors, Inc. |
120 |
6,000 |
0.00% |
|
|
| 49 |
Transamerica Financial Advisors, LLC |
94 |
5,000 |
0.00% |
|
|
| 50 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
57 |
3,000 |
0.00% |
|
|
