| 1 |
Charles Schwab Investment Advisory, Inc. |
8,907,679 |
275,069,000 |
65.83% |
|
|
| 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
722,557 |
22,209,000 |
5.32% |
|
|
| 3 |
Brouwer & Janachowski, LLC |
486,086 |
15,010,000 |
3.59% |
|
|
| 4 |
BlackRock Finance, Inc. |
458,570 |
14,161,000 |
3.39% |
|
|
| 5 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
377,279 |
11,651,000 |
2.79% |
|
|
| 6 |
JANE STREET GROUP, LLC |
288,383 |
8,905,000 |
2.13% |
|
|
| 7 |
BANK OF AMERICA CORP /DE/ |
177,443 |
5,479,000 |
1.31% |
|
|
| 8 |
Retirement Planning Group, LLC |
176,056 |
5,437,000 |
1.30% |
|
|
| 9 |
MOISAND FITZGERALD TAMAYO, LLC |
131,110 |
4,049,000 |
0.97% |
|
|
| 10 |
Courage Miller Partners, LLC |
130,799 |
4,039,000 |
0.97% |
|
|
| 11 |
VALENTINE VENTURES LLC |
117,556 |
3,630,000 |
0.87% |
|
|
| 12 |
GHP Investment Advisors, Inc. |
89,594 |
2,767,000 |
0.66% |
|
|
| 13 |
Gemmer Asset Management LLC |
78,957 |
2,438,000 |
0.58% |
|
|
| 14 |
Live Your Vision, LLC |
78,674 |
2,429,000 |
0.58% |
|
|
| 15 |
Sequoia Financial Advisors, LLC |
72,128 |
2,227,000 |
0.53% |
|
|
| 16 |
PNC FINANCIAL SERVICES GROUP, INC. |
61,057 |
1,885,000 |
0.45% |
|
|
| 17 |
Allianz Asset Management GmbH |
60,872 |
1,880,000 |
0.45% |
|
|
| 18 |
EATON VANCE MANAGEMENT |
56,280 |
1,738,000 |
0.42% |
|
|
| 19 |
HBK Sorce Advisory LLC |
54,940 |
1,697,000 |
0.41% |
|
|
| 20 |
Avior Wealth Management, LLC |
54,416 |
1,680,000 |
0.40% |
|
|
| 21 |
ASPIRIANT, LLC |
48,292 |
1,491,000 |
0.36% |
|
|
| 22 |
CHOREO, LLC |
46,317 |
1,430,000 |
0.34% |
|
|
| 23 |
Savant Capital, LLC |
45,313 |
1,399,000 |
0.33% |
|
|
| 24 |
KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC |
43,443 |
1,342,000 |
0.32% |
|
|
| 25 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. |
41,163 |
1,271,000 |
0.30% |
|
|
| 26 |
One Capital Management, LLC |
39,137 |
1,209,000 |
0.29% |
|
|
| 27 |
Evensky & Katz LLC |
35,451 |
1,094,000 |
0.26% |
|
|
| 28 |
Capital Advantage, Inc. |
35,442 |
1,094,000 |
0.26% |
|
|
| 29 |
ENVESTNET ASSET MANAGEMENT INC |
33,897 |
1,047,000 |
0.25% |
|
|
| 30 |
Wealth Architects, LLC |
30,010 |
926,000 |
0.22% |
|
|
| 31 |
Summit Financial Strategies, Inc. |
27,702 |
855,000 |
0.20% |
|
|
| 32 |
Aspen Investment Management Inc |
23,285 |
719,000 |
0.17% |
|
|
| 33 |
ASSET DEDICATION, LLC |
23,228 |
717,000 |
0.17% |
|
|
| 34 |
BANK OF MONTREAL /CAN/ |
22,451 |
694,000 |
0.17% |
|
|
| 35 |
UBS Group AG |
22,475 |
694,000 |
0.17% |
|
|
| 36 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
21,180 |
654,000 |
0.16% |
|
|
| 37 |
CABOT WEALTH MANAGEMENT INC |
21,144 |
653,000 |
0.16% |
|
|
| 38 |
KRILOGY FINANCIAL LLC |
20,179 |
623,000 |
0.15% |
|
|
| 39 |
ALESCO ADVISORS LLC |
19,624 |
606,000 |
0.15% |
|
|
| 40 |
Virtu KCG Holdings LLC |
17,061 |
527,000 |
0.13% |
|
|
| 41 |
Pinnacle Advisory Group, Inc. |
17,431 |
522,000 |
0.12% |
|
|
| 42 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
16,598 |
513,000 |
0.12% |
|
|
| 43 |
MORGAN STANLEY |
15,727 |
486,000 |
0.12% |
|
|
| 44 |
Argentus Capital Management, LLC |
14,816 |
458,000 |
0.11% |
|
|
| 45 |
VISTA CAPITAL PARTNERS, INC. |
13,174 |
407,000 |
0.10% |
|
SH |
| 46 |
LPL Financial LLC |
12,200 |
373,000 |
0.09% |
|
|
| 47 |
Cambridge Investment Research Advisors, Inc. |
11,883 |
367,000 |
0.09% |
|
|
| 48 |
Garrison Asset Management, LLC |
11,457 |
354,000 |
0.08% |
|
|
| 49 |
Bartlett & Co. LLC |
11,462 |
354,000 |
0.08% |
|
|
| 50 |
BOK Financial Private Wealth, Inc. |
11,067 |
342,000 |
0.08% |
|
|
