| 1 |
Charles Schwab Investment Advisory, Inc. |
9,825,116 |
449,597,000 |
31.53% |
|
|
| 2 |
SAGE FINANCIAL GROUP INC |
3,477,722 |
159,141,000 |
11.16% |
|
|
| 3 |
HBK Sorce Advisory LLC |
1,625,768 |
74,395,000 |
5.22% |
|
|
| 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
1,398,295 |
63,986,000 |
4.49% |
|
|
| 5 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
843,818 |
38,613,000 |
2.71% |
|
|
| 6 |
EVERMAY WEALTH MANAGEMENT LLC |
823,586 |
37,687,000 |
2.64% |
|
|
| 7 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
686,421 |
31,411,000 |
2.20% |
|
|
| 8 |
J.P. Turner & Co Capital Mnagement, LLC |
605,458 |
27,704,000 |
1.94% |
|
|
| 9 |
Financial Management Professionals, Inc. |
600,008 |
27,456,000 |
1.93% |
|
|
| 10 |
Mariner, LLC |
455,922 |
20,863,000 |
1.46% |
|
|
| 11 |
QS Investors, LLC |
448,265 |
20,513,000 |
1.44% |
|
|
| 12 |
Creative Planning |
352,988 |
16,153,000 |
1.13% |
|
|
| 13 |
Courage Miller Partners, LLC |
351,711 |
16,094,000 |
1.13% |
|
|
| 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
341,486 |
15,626,000 |
1.10% |
|
|
| 15 |
Buffington Mohr McNeal |
317,962 |
14,550,000 |
1.02% |
|
|
| 16 |
FINANCIAL CONSULATE, INC |
312,969 |
14,321,000 |
1.00% |
|
|
| 17 |
RKL Wealth Management LLC |
312,016 |
14,278,000 |
1.00% |
|
|
| 18 |
PLANNING ALTERNATIVES LTD /ADV |
305,947 |
14,000,000 |
0.98% |
|
|
| 19 |
CWH Capital Management, Inc. |
296,171 |
13,553,000 |
0.95% |
|
|
| 20 |
Parsec Financial Management, Inc. |
288,412 |
13,198,000 |
0.93% |
|
|
| 21 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
266,756 |
12,804,000 |
0.90% |
|
|
| 22 |
Atria Investments, Inc |
564 |
12,322,000 |
0.86% |
|
|
| 23 |
ENVESTNET ASSET MANAGEMENT INC |
266,708 |
12,205,000 |
0.86% |
|
|
| 24 |
WealthTrust-Arizona, LLC |
251,668 |
11,516,000 |
0.81% |
|
|
| 25 |
Bangor Savings Bank |
246,847 |
11,295,000 |
0.79% |
|
|
| 26 |
MORGAN STANLEY |
234,729 |
10,741,000 |
0.75% |
|
|
| 27 |
Ironwood Financial, llc |
216,365 |
9,901,000 |
0.69% |
|
|
| 28 |
ASPIRIANT HOLDINGS S3, LLC |
214,798 |
9,829,000 |
0.69% |
|
|
| 29 |
JMG Financial Group, Ltd. |
196,471 |
8,991,000 |
0.63% |
|
|
| 30 |
SVA Wealth Management, LLC |
191,557 |
8,766,000 |
0.61% |
|
|
| 31 |
CORRADO ADVISORS, LLC |
186,948 |
8,555,000 |
0.60% |
|
|
| 32 |
WELLS FARGO & COMPANY/MN |
186,256 |
8,523,000 |
0.60% |
|
|
| 33 |
LEAVELL INVESTMENT MANAGEMENT, INC. |
175,578 |
8,034,000 |
0.56% |
|
|
| 34 |
FMR LLC |
175,487 |
7,881,000 |
0.55% |
|
|
| 35 |
JANE STREET GROUP, LLC |
171,780 |
7,861,000 |
0.55% |
|
|
| 36 |
Bouchey Financial Group Ltd |
167,790 |
7,678,000 |
0.54% |
|
|
| 37 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
161,473 |
7,389,000 |
0.52% |
|
|
| 38 |
AMI INVESTMENT MANAGEMENT INC |
146,720 |
6,714,000 |
0.47% |
|
|
| 39 |
GOLDMAN SACHS GROUP INC |
144,427 |
6,609,000 |
0.46% |
|
|
| 40 |
Bowling Portfolio Management LLC |
131,114 |
6,000,000 |
0.42% |
|
|
| 41 |
MONETTA FINANCIAL SERVICES INC |
120,000 |
5,491,000 |
0.39% |
|
|
| 42 |
ANCORA PRIVATE WEALTH ADVISORS, LLC |
116,636 |
5,337,000 |
0.37% |
|
|
| 43 |
CABOT WEALTH MANAGEMENT INC |
113,904 |
5,212,000 |
0.37% |
|
|
| 44 |
LPL Financial LLC |
104,715 |
4,957,000 |
0.35% |
|
|
| 45 |
HENGEHOLD CAPITAL MANAGEMENT LLC |
95,234 |
4,358,000 |
0.31% |
|
|
| 46 |
Sequoia Financial Advisors, LLC |
94,633 |
4,330,000 |
0.30% |
|
|
| 47 |
Phocas Financial Corp. |
92,065 |
4,213,000 |
0.30% |
|
SH |
| 48 |
Destination Wealth Management |
89,655 |
4,103,000 |
0.29% |
|
|
| 49 |
NORTHWEST INVESTMENT COUNSELORS, LLC |
75,219 |
3,442,000 |
0.24% |
|
|
| 50 |
Cambridge Investment Research Advisors, Inc. |
73,582 |
3,367,000 |
0.24% |
|
|
