| 1 |
Charles Schwab Investment Advisory, Inc. |
4,243,704 |
226,402,000 |
54.66% |
|
|
| 2 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD |
542,292 |
28,931,000 |
6.98% |
|
|
| 3 |
BERGANKDV WEALTH MANAGEMENT, LLC |
424,626 |
22,654,000 |
5.47% |
|
|
| 4 |
SFMG, LLC |
271,407 |
14,480,000 |
3.50% |
|
|
| 5 |
WELLS FARGO & COMPANY/MN |
196,276 |
10,471,000 |
2.53% |
|
|
| 6 |
IndexIQ Advisors LLC |
156,935 |
8,372,000 |
2.02% |
|
|
| 7 |
KRILOGY FINANCIAL LLC |
154,608 |
8,248,000 |
1.99% |
|
|
| 8 |
Frontier Wealth Management LLC |
135,573 |
7,233,000 |
1.75% |
|
|
| 9 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
124,241 |
6,628,000 |
1.60% |
|
|
| 10 |
PRING TURNER CAPITAL GROUP INC |
110,755 |
5,909,000 |
1.43% |
|
|
| 11 |
Quantum Capital Management, LLC / NJ |
100,895 |
5,383,000 |
1.30% |
|
|
| 12 |
FINANCIAL CONSULATE, INC |
99,608 |
5,314,000 |
1.28% |
|
|
| 13 |
JUNCTURE WEALTH STRATEGIES, LLC |
99,112 |
5,288,000 |
1.28% |
|
|
| 14 |
CARDAN CAPITAL PARTNERS, LLC |
79,846 |
4,260,000 |
1.03% |
|
|
| 15 |
Cetera Advisors LLC |
73,461 |
3,922,000 |
0.95% |
|
|
| 16 |
MOISAND FITZGERALD TAMAYO, LLC |
70,689 |
3,771,000 |
0.91% |
|
|
| 17 |
Roof Eidam Maycock Peralta, LLC |
65,380 |
3,488,000 |
0.84% |
|
|
| 18 |
KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC |
51,398 |
2,742,000 |
0.66% |
|
|
| 19 |
Sequoia Financial Advisors, LLC |
49,778 |
2,656,000 |
0.64% |
|
|
| 20 |
MCADAM, LLC |
48,113 |
2,567,000 |
0.62% |
|
|
| 21 |
Ifrah Financial Services, Inc. |
44,035 |
2,349,000 |
0.57% |
|
|
| 22 |
BANK OF MONTREAL /CAN/ |
37,053 |
1,984,000 |
0.48% |
|
|
| 23 |
Bangor Savings Bank |
34,705 |
1,851,000 |
0.45% |
|
|
| 24 |
Whitegate Investment Counselors, Inc. |
33,515 |
1,788,000 |
0.43% |
|
|
| 25 |
Peak Asset Management, LLC |
30,584 |
1,632,000 |
0.39% |
|
|
| 26 |
Courage Miller Partners, LLC |
29,658 |
1,582,000 |
0.38% |
|
|
| 27 |
ROYAL BANK OF CANADA |
29,393 |
1,569,000 |
0.38% |
|
|
| 28 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
29,278 |
1,562,000 |
0.38% |
|
|
| 29 |
ASSET DEDICATION, LLC |
25,048 |
1,337,000 |
0.32% |
|
|
| 30 |
VISTA CAPITAL PARTNERS, INC. |
24,834 |
1,325,000 |
0.32% |
|
SH |
| 31 |
Waverly Advisors, LLC |
23,489 |
1,253,000 |
0.30% |
|
|
| 32 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
23,143 |
1,235,000 |
0.30% |
|
|
| 33 |
Cambridge Investment Research Advisors, Inc. |
22,164 |
1,182,000 |
0.29% |
|
|
| 34 |
WEALTHCARE CAPITAL MANAGEMENT LLC |
21,481 |
1,146,000 |
0.28% |
|
|
| 35 |
Live Your Vision, LLC |
15,837 |
845,000 |
0.20% |
|
|
| 36 |
Perigon Wealth Management, LLC |
15,381 |
820,000 |
0.20% |
|
|
| 37 |
Raymond James Financial Services Advisors, Inc. |
14,974 |
799,000 |
0.19% |
|
|
| 38 |
BUCKINGHAM STRATEGIC WEALTH, LLC |
14,876 |
794,000 |
0.19% |
|
|
| 39 |
Pinnacle Advisory Group, Inc. |
14,557 |
777,000 |
0.19% |
|
|
| 40 |
Creative Planning |
13,567 |
724,000 |
0.17% |
|
|
| 41 |
FAS Wealth Partners, Inc. |
13,399 |
715,000 |
0.17% |
|
|
| 42 |
Atria Investments, Inc |
13,248 |
707,000 |
0.17% |
|
|
| 43 |
AJ WEALTH STRATEGIES, LLC |
12,217 |
652,000 |
0.16% |
|
|
| 44 |
SALEM INVESTMENT COUNSELORS INC |
12,175 |
650,000 |
0.16% |
|
|
| 45 |
LPL Financial LLC |
10,747 |
574,000 |
0.14% |
|
|
| 46 |
OPTIMUM INVESTMENT ADVISORS |
8,335 |
445,000 |
0.11% |
|
|
| 47 |
BANK OF AMERICA CORP /DE/ |
7,773 |
414,000 |
0.10% |
|
|
| 48 |
STRATEGIC FINANCIAL GROUP, LLC |
7,521 |
401,000 |
0.10% |
|
|
| 49 |
Twele Capital Management, Inc. |
6,748 |
360,000 |
0.09% |
|
|
| 50 |
ALLEGIS INVESTMENT ADVISORS, LLC |
6,684 |
357,000 |
0.09% |
|
|
