| 1 |
Charles Schwab Investment Advisory, Inc. |
1,925,027 |
103,181,000 |
49.41% |
|
|
| 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
418,182 |
22,415,000 |
10.73% |
|
|
| 3 |
WELLS FARGO & COMPANY/MN |
182,791 |
9,798,000 |
4.69% |
|
|
| 4 |
Frontier Wealth Management LLC |
145,359 |
7,791,000 |
3.73% |
|
|
| 5 |
Quantum Capital Management, LLC / NJ |
142,840 |
7,656,000 |
3.67% |
|
|
| 6 |
FINANCIAL CONSULATE, INC |
118,769 |
6,366,000 |
3.05% |
|
|
| 7 |
JUNCTURE WEALTH STRATEGIES, LLC |
116,966 |
6,269,000 |
3.00% |
|
|
| 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
103,822 |
5,565,000 |
2.66% |
|
|
| 9 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
74,947 |
4,017,000 |
1.92% |
|
|
| 10 |
KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC |
72,347 |
3,878,000 |
1.86% |
|
|
| 11 |
Twele Capital Management, Inc. |
60,682 |
3,253,000 |
1.56% |
|
|
| 12 |
MOISAND FITZGERALD TAMAYO, LLC |
46,164 |
2,474,000 |
1.18% |
|
|
| 13 |
Waverly Advisors, LLC |
45,962 |
2,464,000 |
1.18% |
|
|
| 14 |
BANK OF AMERICA CORP /DE/ |
41,533 |
2,226,000 |
1.07% |
|
|
| 15 |
FormulaFolio Investments, LLC |
40,381 |
2,164,000 |
1.04% |
|
|
| 16 |
Live Your Vision, LLC |
32,789 |
1,757,000 |
0.84% |
|
|
| 17 |
Bangor Savings Bank |
30,570 |
1,638,000 |
0.78% |
|
|
| 18 |
CARDAN CAPITAL PARTNERS, LLC |
28,526 |
1,529,000 |
0.73% |
|
|
| 19 |
VISTA CAPITAL PARTNERS, INC. |
25,358 |
1,359,000 |
0.65% |
|
SH |
| 20 |
First Allied Advisory Services, Inc. |
19,103 |
1,028,000 |
0.49% |
|
|
| 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
18,884 |
1,012,000 |
0.48% |
|
|
| 22 |
Concert Wealth Management Inc. |
18,434 |
990,000 |
0.47% |
|
|
| 23 |
Perigon Wealth Management, LLC |
17,269 |
926,000 |
0.44% |
|
|
| 24 |
ENVESTNET ASSET MANAGEMENT INC |
16,828 |
902,000 |
0.43% |
|
|
| 25 |
Friedenthal Financial |
14,426 |
773,000 |
0.37% |
|
|
| 26 |
Raymond James Financial Services Advisors, Inc. |
13,481 |
723,000 |
0.35% |
|
|
| 27 |
D. SCOTT NEAL, INC. |
11,724 |
628,000 |
0.30% |
|
|
| 28 |
BUCKINGHAM STRATEGIC WEALTH, LLC |
11,641 |
624,000 |
0.30% |
|
|
| 29 |
Courage Miller Partners, LLC |
11,468 |
615,000 |
0.29% |
|
|
| 30 |
Simplicity Solutions, LLC |
9,923 |
531,873 |
0.25% |
|
|
| 31 |
OPTIMUM INVESTMENT ADVISORS |
7,735 |
415,000 |
0.20% |
|
|
| 32 |
Roof Eidam Maycock Peralta, LLC |
6,340 |
340,000 |
0.16% |
|
|
| 33 |
SALEM INVESTMENT COUNSELORS INC |
5,984 |
321,000 |
0.15% |
|
|
| 34 |
VSR Financial Services, Inc. |
5,971 |
320,000 |
0.15% |
|
|
| 35 |
LPL Financial LLC |
5,442 |
292,000 |
0.14% |
|
|
| 36 |
Apriem Advisors |
5,305 |
284,000 |
0.14% |
|
|
| 37 |
OARSMAN CAPITAL, INC. |
5,095 |
273,000 |
0.13% |
|
|
| 38 |
UBS Group AG |
5,090 |
273,000 |
0.13% |
|
|
| 39 |
Ifrah Financial Services, Inc. |
5,062 |
271,000 |
0.13% |
|
|
| 40 |
Pinnacle Advisory Group, Inc. |
5,027 |
269,000 |
0.13% |
|
|
| 41 |
WEALTHCARE CAPITAL MANAGEMENT LLC |
4,961 |
266,000 |
0.13% |
|
|
| 42 |
STEEL GROVE CAPITAL ADVISORS, LLC |
4,945 |
265,000 |
0.13% |
|
|
| 43 |
Cambridge Investment Research Advisors, Inc. |
4,760 |
255,000 |
0.12% |
|
|
| 44 |
ATWOOD & PALMER INC |
1,564 |
84,000 |
0.04% |
|
|
| 45 |
PITTENGER & ANDERSON INC |
810 |
43,000 |
0.02% |
|
|
| 46 |
BlackRock Finance, Inc. |
710 |
38,000 |
0.02% |
|
|
| 47 |
MORGAN STANLEY |
701 |
38,000 |
0.02% |
|
|
| 48 |
MSI Financial Services Inc |
640 |
34,000 |
0.02% |
|
|
| 49 |
MUFG Americas Holdings Corp |
470 |
25,000 |
0.01% |
|
|
| 50 |
AMERICAN INTERNATIONAL GROUP, INC. |
460 |
25,000 |
0.01% |
|
|
