| 1 |
Charles Schwab Investment Advisory, Inc. |
5,213,132 |
244,131,000 |
28.40% |
|
|
| 2 |
SAGE FINANCIAL GROUP INC |
3,072,917 |
143,905,000 |
16.74% |
|
|
| 3 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
1,227,524 |
57,485,000 |
6.69% |
|
|
| 4 |
HBK Sorce Advisory LLC |
644,577 |
30,186,000 |
3.51% |
|
|
| 5 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
627,071 |
29,366,000 |
3.42% |
|
|
| 6 |
ASPIRIANT HOLDINGS S3, LLC |
493,195 |
23,096,000 |
2.69% |
|
|
| 7 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
429,900 |
20,132,000 |
2.34% |
|
|
| 8 |
Financial Management Professionals, Inc. |
416,556 |
19,507,000 |
2.27% |
|
|
| 9 |
EVERMAY WEALTH MANAGEMENT LLC |
353,662 |
16,562,000 |
1.93% |
|
|
| 10 |
MORGAN STANLEY |
351,001 |
16,437,000 |
1.91% |
|
|
| 11 |
CWH Capital Management, Inc. |
347,196 |
16,259,000 |
1.89% |
|
|
| 12 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
308,497 |
14,447,000 |
1.68% |
|
|
| 13 |
Buffington Mohr McNeal |
251,977 |
11,800,000 |
1.37% |
|
|
| 14 |
GOLDMAN SACHS GROUP INC |
244,354 |
11,443,000 |
1.33% |
|
|
| 15 |
RKL Wealth Management LLC |
243,164 |
11,387,000 |
1.32% |
|
|
| 16 |
Bangor Savings Bank |
240,211 |
11,249,000 |
1.31% |
|
|
| 17 |
Parsec Financial Management, Inc. |
209,907 |
9,830,000 |
1.14% |
|
|
| 18 |
PLANNING ALTERNATIVES LTD /ADV |
177,811 |
8,327,000 |
0.97% |
|
|
| 19 |
MONETTA FINANCIAL SERVICES INC |
142,000 |
6,650,000 |
0.77% |
|
|
| 20 |
PIERSHALE FINANCIAL GROUP, INC. |
138,715 |
6,496,000 |
0.76% |
|
|
| 21 |
CABOT WEALTH MANAGEMENT INC |
125,362 |
5,871,000 |
0.68% |
|
|
| 22 |
ProVise Management Group, LLC |
125,008 |
5,854,000 |
0.68% |
|
|
| 23 |
SVA Wealth Management, LLC |
109,774 |
5,141,000 |
0.60% |
|
|
| 24 |
UBS AG |
107,996 |
5,057,000 |
0.59% |
|
|
| 25 |
AMI INVESTMENT MANAGEMENT INC |
104,385 |
4,888,000 |
0.57% |
|
|
| 26 |
Bouchey Financial Group Ltd |
103,636 |
4,853,000 |
0.56% |
|
|
| 27 |
Avior Wealth Management, LLC |
103,440 |
4,844,000 |
0.56% |
|
|
| 28 |
Destination Wealth Management |
103,445 |
4,844,000 |
0.56% |
|
|
| 29 |
LEAVELL INVESTMENT MANAGEMENT, INC. |
101,210 |
4,740,000 |
0.55% |
|
|
| 30 |
HENGEHOLD CAPITAL MANAGEMENT LLC |
89,462 |
4,190,000 |
0.49% |
|
|
| 31 |
JMG Financial Group, Ltd. |
88,368 |
4,138,000 |
0.48% |
|
|
| 32 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
84,612 |
3,962,000 |
0.46% |
|
|
| 33 |
Mariner, LLC |
82,277 |
3,853,000 |
0.45% |
|
|
| 34 |
Live Your Vision, LLC |
77,446 |
3,627,000 |
0.42% |
|
|
| 35 |
Phocas Financial Corp. |
65,292 |
3,058,000 |
0.36% |
|
SH |
| 36 |
JANE STREET GROUP, LLC |
64,863 |
3,038,000 |
0.35% |
|
|
| 37 |
NORTHWEST INVESTMENT COUNSELORS, LLC |
64,230 |
3,008,000 |
0.35% |
|
|
| 38 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
61,326 |
2,872,000 |
0.33% |
|
|
| 39 |
Van Cleef Asset Management,Inc |
57,531 |
2,694,000 |
0.31% |
|
|
| 40 |
Commonwealth Equity Services, Inc |
56,168 |
2,630,000 |
0.31% |
|
|
| 41 |
Cambridge Investment Research Advisors, Inc. |
55,233 |
2,587,000 |
0.30% |
|
|
| 42 |
BANK OF MONTREAL /CAN/ |
51,714 |
2,422,000 |
0.28% |
|
|
| 43 |
CITIGROUP INC |
50,005 |
2,342,000 |
0.27% |
|
|
| 44 |
Tower Research Capital LLC (TRC) |
49,453 |
2,316,000 |
0.27% |
|
|
| 45 |
SALEM INVESTMENT COUNSELORS INC |
48,031 |
2,249,000 |
0.26% |
|
|
| 46 |
Carlson Capital Management |
45,000 |
2,107,000 |
0.25% |
|
|
| 47 |
Orion Porfolio Solutions, LLC |
43,862 |
2,054,000 |
0.24% |
|
|
| 48 |
BAILARD, INC. |
43,855 |
2,054,000 |
0.24% |
|
|
| 49 |
VSR Financial Services, Inc. |
42,862 |
2,007,000 |
0.23% |
|
|
| 50 |
BlackRock Institutional Trust Company, N.A. |
42,100 |
1,972,000 |
0.23% |
|
|
