| 1 |
Charles Schwab Investment Advisory, Inc. |
1,078,391 |
32,524,000 |
27.34% |
|
|
| 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
320,399 |
9,664,000 |
8.12% |
|
|
| 3 |
Retirement Planning Group, LLC |
181,679 |
5,479,000 |
4.61% |
|
|
| 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
153,047 |
4,616,000 |
3.88% |
|
|
| 5 |
VALENTINE VENTURES LLC |
136,011 |
4,102,000 |
3.45% |
|
|
| 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
127,938 |
4,049,000 |
3.40% |
|
|
| 7 |
Courage Miller Partners, LLC |
132,635 |
4,000,000 |
3.36% |
|
|
| 8 |
Brouwer & Janachowski, LLC |
126,959 |
3,829,000 |
3.22% |
|
|
| 9 |
ENVESTNET ASSET MANAGEMENT INC |
121,134 |
3,653,000 |
3.07% |
|
|
| 10 |
BCWM, LLC |
9,974 |
3,008,000 |
2.53% |
|
|
| 11 |
FutureAdvisor, Inc. |
96,866 |
2,922,000 |
2.46% |
|
|
| 12 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
88,447 |
2,668,000 |
2.24% |
|
|
| 13 |
BOSTON PRIVATE BANK & TRUST CO |
79,735 |
2,405,000 |
2.02% |
|
|
| 14 |
Capital Advantage, Inc. |
79,269 |
2,391,000 |
2.01% |
|
|
| 15 |
JMG Financial Group, Ltd. |
78,183 |
2,358,000 |
1.98% |
|
|
| 16 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
67,641 |
2,040,000 |
1.71% |
|
|
| 17 |
Gemmer Asset Management LLC |
67,536 |
2,037,000 |
1.71% |
|
|
| 18 |
Vigilant Capital Management, LLC |
62,690 |
1,891,000 |
1.59% |
|
|
| 19 |
PNC FINANCIAL SERVICES GROUP, INC. |
59,213 |
1,786,000 |
1.50% |
|
|
| 20 |
EATON VANCE MANAGEMENT |
52,585 |
1,586,000 |
1.33% |
|
|
| 21 |
HBK Sorce Advisory LLC |
45,860 |
1,383,000 |
1.16% |
|
|
| 22 |
JANE STREET GROUP, LLC |
42,096 |
1,270,000 |
1.07% |
|
|
| 23 |
Live Your Vision, LLC |
36,381 |
1,097,000 |
0.92% |
|
|
| 24 |
Wealth Architects, LLC |
33,974 |
1,025,000 |
0.86% |
|
|
| 25 |
Aspen Investment Management Inc |
32,072 |
967,000 |
0.81% |
|
|
| 26 |
GHP Investment Advisors, Inc. |
30,352 |
915,000 |
0.77% |
|
|
| 27 |
GOLDMAN SACHS GROUP INC |
30,306 |
914,000 |
0.77% |
|
|
| 28 |
Summit Financial Strategies, Inc. |
28,962 |
873,000 |
0.73% |
|
|
| 29 |
Savant Capital, LLC |
27,491 |
829,000 |
0.70% |
|
|
| 30 |
CHOREO, LLC |
26,503 |
799,000 |
0.67% |
|
|
| 31 |
One Capital Management, LLC |
25,315 |
764,000 |
0.64% |
|
|
| 32 |
BANK OF MONTREAL /CAN/ |
25,249 |
762,000 |
0.64% |
|
|
| 33 |
CABOT WEALTH MANAGEMENT INC |
23,762 |
717,000 |
0.60% |
|
|
| 34 |
Avior Wealth Management, LLC |
20,708 |
625,000 |
0.53% |
|
|
| 35 |
BANK OF AMERICA CORP /DE/ |
20,556 |
620,000 |
0.52% |
|
|
| 36 |
SAGE FINANCIAL GROUP INC |
20,433 |
616,000 |
0.52% |
|
|
| 37 |
UBS Group AG |
18,320 |
553,000 |
0.46% |
|
|
| 38 |
BOK Financial Private Wealth, Inc. |
16,614 |
501,000 |
0.42% |
|
|
| 39 |
ALESCO ADVISORS LLC |
14,902 |
449,000 |
0.38% |
|
|
| 40 |
Bartlett & Co. LLC |
13,595 |
410,000 |
0.34% |
|
|
| 41 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
12,151 |
366,000 |
0.31% |
|
|
| 42 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
11,464 |
345,000 |
0.29% |
|
|
| 43 |
AMERICAN INTERNATIONAL GROUP, INC. |
10,277 |
309,963 |
0.26% |
|
|
| 44 |
VISTA CAPITAL PARTNERS, INC. |
10,143 |
306,000 |
0.26% |
|
SH |
| 45 |
Evensky & Katz LLC |
10,057 |
303,000 |
0.25% |
|
|
| 46 |
Eidelman Virant Capital |
9,947 |
300,000 |
0.25% |
|
|
| 47 |
Cambridge Investment Research Advisors, Inc. |
9,734 |
294,000 |
0.25% |
|
|
| 48 |
NORTH STAR ASSET MANAGEMENT INC |
9,500 |
287,000 |
0.24% |
|
|
| 49 |
MORGAN STANLEY |
9,232 |
278,000 |
0.23% |
|
|
| 50 |
HARTLINE INVESTMENT CORP/ |
8,998 |
271,000 |
0.23% |
|
|
