| 1 |
WEALTHFRONT CORP |
2,281,739 |
91,475,000 |
14.17% |
|
|
| 2 |
ASSET ADVISORS CORP |
1,350,940 |
54,159,000 |
8.39% |
|
|
| 3 |
Charles Schwab Investment Advisory, Inc. |
1,144,586 |
45,886,000 |
7.11% |
|
|
| 4 |
Raymond James Financial Services Advisors, Inc. |
621,167 |
24,903,000 |
3.86% |
|
|
| 5 |
HENGEHOLD CAPITAL MANAGEMENT LLC |
586,164 |
23,499,000 |
3.64% |
|
|
| 6 |
MADISON INVESTMENT HOLDINGS INC |
539,524 |
21,630,000 |
3.35% |
|
|
| 7 |
Spectrum Management Group, LLC |
532,645 |
21,354,000 |
3.31% |
|
|
| 8 |
Homrich & Berg |
520,593 |
20,871,000 |
3.23% |
|
|
| 9 |
UBS Group AG |
516,190 |
20,694,000 |
3.21% |
|
|
| 10 |
BANK OF AMERICA CORP /DE/ |
495,230 |
19,854,000 |
3.08% |
|
|
| 11 |
Summit Asset Management, LLC |
449,925 |
18,037,000 |
2.79% |
|
|
| 12 |
ProVise Management Group, LLC |
382,769 |
15,346,000 |
2.38% |
|
|
| 13 |
LPL Financial LLC |
339,534 |
13,568,000 |
2.10% |
|
|
| 14 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
286,801 |
11,497,000 |
1.78% |
|
|
| 15 |
FRONTIER INVESTMENT MGMT CO |
219,466 |
8,781,000 |
1.36% |
|
|
| 16 |
ENVESTNET ASSET MANAGEMENT INC |
213,308 |
8,552,000 |
1.32% |
|
|
| 17 |
MORGAN STANLEY |
199,027 |
7,979,000 |
1.24% |
|
|
| 18 |
WELLESLEY INVESTMENT PARTNERS, LLC |
183,128 |
7,342,000 |
1.14% |
|
|
| 19 |
Newman Dignan & Sheerar, Inc. |
154,500 |
6,194,000 |
0.96% |
|
|
| 20 |
SHARKEY, HOWES & JAVER |
154,007 |
6,174,000 |
0.96% |
|
|
| 21 |
CARDAN CAPITAL PARTNERS, LLC |
137,572 |
5,515,000 |
0.85% |
|
|
| 22 |
Brouwer & Janachowski, LLC |
133,635 |
5,357,000 |
0.83% |
|
|
| 23 |
WELLS FARGO & COMPANY/MN |
133,566 |
5,354,000 |
0.83% |
|
|
| 24 |
PLANNING ALTERNATIVES LTD /ADV |
130,320 |
5,225,000 |
0.81% |
|
|
| 25 |
Keystone Financial Planning, Inc. |
130,032 |
5,213,000 |
0.81% |
|
|
| 26 |
SARGENT BICKHAM LAGUDIS LLC |
128,487 |
5,151,000 |
0.80% |
|
|
| 27 |
KCM INVESTMENT ADVISORS LLC |
127,131 |
5,097,000 |
0.79% |
|
|
| 28 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
123,613 |
4,956,000 |
0.77% |
|
|
| 29 |
Gratus Capital, LLC |
119,082 |
4,774,000 |
0.74% |
|
|
| 30 |
Courage Miller Partners, LLC |
116,570 |
4,673,000 |
0.72% |
|
|
| 31 |
Quantum Capital Management, LLC / NJ |
116,475 |
4,669,000 |
0.72% |
|
|
| 32 |
Commonwealth Equity Services, Inc |
112,461 |
4,509,000 |
0.70% |
|
|
| 33 |
Summit Financial Wealth Advisors, LLC |
108,181 |
4,337,000 |
0.67% |
|
|
| 34 |
Legacy Private Trust Co. |
108,138 |
4,335,000 |
0.67% |
|
|
| 35 |
SVA Wealth Management, LLC |
106,935 |
4,287,000 |
0.66% |
|
|
| 36 |
Live Your Vision, LLC |
102,701 |
4,117,000 |
0.64% |
|
|
| 37 |
AMERIPRISE FINANCIAL INC |
101,712 |
4,083,000 |
0.63% |
|
|
| 38 |
Corbenic Partners LLC |
99,218 |
3,978,000 |
0.62% |
|
|
| 39 |
Noven Financial Group, Inc. |
97,509 |
3,909,000 |
0.61% |
|
|
| 40 |
Frontier Wealth Management LLC |
92,201 |
3,696,000 |
0.57% |
|
|
| 41 |
Regal Investment Advisors LLC |
89,159 |
3,574,000 |
0.55% |
|
|
| 42 |
Strategic Advisors LLC |
82,957 |
3,326,000 |
0.52% |
|
|
| 43 |
PITTENGER & ANDERSON INC |
79,453 |
3,185,000 |
0.49% |
|
|
| 44 |
Northstar Group, Inc. |
76,475 |
3,066,000 |
0.47% |
|
|
| 45 |
AMERICAN INTERNATIONAL GROUP, INC. |
73,131 |
2,931,000 |
0.45% |
|
|
| 46 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. |
69,760 |
2,797,000 |
0.43% |
|
|
| 47 |
MANNING & NAPIER ADVISORS LLC |
64,287 |
2,575,000 |
0.40% |
|
PRN |
| 48 |
LEAVELL INVESTMENT MANAGEMENT, INC. |
59,895 |
2,401,000 |
0.37% |
|
|
| 49 |
Stockman Wealth Management, Inc. |
57,282 |
2,296,000 |
0.36% |
|
|
| 50 |
Capital Advantage, Inc. |
52,291 |
2,096,000 |
0.32% |
|
|
