| 1 |
Charles Schwab Investment Advisory, Inc. |
6,272,312 |
181,584,000 |
61.21% |
|
|
| 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
474,354 |
13,619,000 |
4.59% |
|
|
| 3 |
BlackRock Finance, Inc. |
383,074 |
11,090,000 |
3.74% |
|
|
| 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
381,863 |
11,055,000 |
3.73% |
|
|
| 5 |
Brouwer & Janachowski, LLC |
342,128 |
9,905,000 |
3.34% |
|
|
| 6 |
Retirement Planning Group, LLC |
215,551 |
6,240,000 |
2.10% |
|
|
| 7 |
BANK OF AMERICA CORP /DE/ |
186,150 |
5,389,000 |
1.82% |
|
|
| 8 |
Courage Miller Partners, LLC |
133,884 |
3,876,000 |
1.31% |
|
|
| 9 |
MOISAND FITZGERALD TAMAYO, LLC |
128,311 |
3,715,000 |
1.25% |
|
|
| 10 |
VALENTINE VENTURES LLC |
124,894 |
3,616,000 |
1.22% |
|
|
| 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
76,734 |
2,221,000 |
0.75% |
|
|
| 12 |
Live Your Vision, LLC |
74,696 |
2,162,000 |
0.73% |
|
|
| 13 |
Gemmer Asset Management LLC |
74,530 |
2,157,000 |
0.73% |
|
|
| 14 |
ENVESTNET ASSET MANAGEMENT INC |
67,352 |
1,950,000 |
0.66% |
|
|
| 15 |
GHP Investment Advisors, Inc. |
60,929 |
1,764,000 |
0.59% |
|
|
| 16 |
KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC |
59,628 |
1,726,000 |
0.58% |
|
|
| 17 |
HBK Sorce Advisory LLC |
58,686 |
1,699,000 |
0.57% |
|
|
| 18 |
EATON VANCE MANAGEMENT |
56,970 |
1,649,000 |
0.56% |
|
|
| 19 |
Avior Wealth Management, LLC |
54,688 |
1,583,000 |
0.53% |
|
|
| 20 |
ASPIRIANT, LLC |
51,417 |
1,489,000 |
0.50% |
|
|
| 21 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
51,322 |
1,486,000 |
0.50% |
|
|
| 22 |
PNC FINANCIAL SERVICES GROUP, INC. |
45,323 |
1,313,000 |
0.44% |
|
|
| 23 |
Capital Advantage, Inc. |
43,155 |
1,249,000 |
0.42% |
|
|
| 24 |
CHOREO, LLC |
42,344 |
1,226,000 |
0.41% |
|
|
| 25 |
Savant Capital, LLC |
41,091 |
1,190,000 |
0.40% |
|
|
| 26 |
Evensky & Katz LLC |
37,473 |
1,084,000 |
0.37% |
|
|
| 27 |
FINANCIAL CONSULATE, INC |
36,425 |
1,055,000 |
0.36% |
|
|
| 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
32,181 |
931,000 |
0.31% |
|
|
| 29 |
One Capital Management, LLC |
31,644 |
916,000 |
0.31% |
|
|
| 30 |
Wealth Architects, LLC |
29,496 |
854,000 |
0.29% |
|
|
| 31 |
Aspen Investment Management Inc |
29,131 |
843,000 |
0.28% |
|
|
| 32 |
Summit Financial Strategies, Inc. |
28,696 |
831,000 |
0.28% |
|
|
| 33 |
ASSET DEDICATION, LLC |
25,581 |
741,000 |
0.25% |
|
|
| 34 |
Portfolio Solutions, LLC |
22,148 |
641,000 |
0.22% |
|
|
| 35 |
Sequoia Financial Advisors, LLC |
22,123 |
640,000 |
0.22% |
|
|
| 36 |
Virtu KCG Holdings LLC |
21,633 |
626,000 |
0.21% |
|
|
| 37 |
BANK OF MONTREAL /CAN/ |
21,065 |
610,000 |
0.21% |
|
|
| 38 |
Bartlett & Co. LLC |
20,280 |
587,000 |
0.20% |
|
|
| 39 |
UBS Group AG |
20,237 |
586,000 |
0.20% |
|
|
| 40 |
BB&T SECURITIES, LLC |
20,177 |
584,000 |
0.20% |
|
|
| 41 |
LPL Financial LLC |
20,508 |
579,000 |
0.20% |
|
|
| 42 |
BOK Financial Private Wealth, Inc. |
19,826 |
574,000 |
0.19% |
|
|
| 43 |
CABOT WEALTH MANAGEMENT INC |
18,730 |
542,000 |
0.18% |
|
|
| 44 |
CITADEL ADVISORS LLC |
16,831 |
487,000 |
0.16% |
|
|
| 45 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
16,729 |
484,000 |
0.16% |
|
|
| 46 |
ALESCO ADVISORS LLC |
16,166 |
468,000 |
0.16% |
|
|
| 47 |
MORGAN STANLEY |
14,912 |
431,000 |
0.15% |
|
|
| 48 |
KRILOGY FINANCIAL LLC |
14,183 |
411,000 |
0.14% |
|
|
| 49 |
Garrison Asset Management, LLC |
12,990 |
376,000 |
0.13% |
|
|
| 50 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
12,243 |
354,000 |
0.12% |
|
|
