| 1 |
Charles Schwab Investment Advisory, Inc. |
10,692,166 |
311,142,000 |
65.42% |
|
|
| 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
928,322 |
27,016,000 |
5.68% |
|
|
| 3 |
Brouwer & Janachowski, LLC |
531,730 |
15,473,000 |
3.25% |
|
|
| 4 |
BlackRock Finance, Inc. |
481,343 |
14,007,000 |
2.95% |
|
|
| 5 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
389,142 |
11,325,000 |
2.38% |
|
|
| 6 |
PEAK FINANCIAL MANAGEMENT, INC. |
244,336 |
7,110,000 |
1.49% |
|
|
| 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
236,841 |
6,892,000 |
1.45% |
|
|
| 8 |
Retirement Planning Group, LLC |
178,706 |
5,200,000 |
1.09% |
|
|
| 9 |
BANK OF AMERICA CORP /DE/ |
171,571 |
4,993,000 |
1.05% |
|
|
| 10 |
MOISAND FITZGERALD TAMAYO, LLC |
133,503 |
3,885,000 |
0.82% |
|
|
| 11 |
Courage Miller Partners, LLC |
132,253 |
3,849,000 |
0.81% |
|
|
| 12 |
VALENTINE VENTURES LLC |
117,135 |
3,409,000 |
0.72% |
|
|
| 13 |
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC |
95,700 |
2,901,000 |
0.61% |
|
|
| 14 |
MORGAN STANLEY |
98,889 |
2,877,000 |
0.60% |
|
|
| 15 |
GHP Investment Advisors, Inc. |
88,561 |
2,577,000 |
0.54% |
|
|
| 16 |
Gemmer Asset Management LLC |
81,124 |
2,361,000 |
0.50% |
|
|
| 17 |
REGENTATLANTIC CAPITAL LLC |
80,466 |
2,342,000 |
0.49% |
|
|
| 18 |
Live Your Vision, LLC |
78,745 |
2,291,000 |
0.48% |
|
|
| 19 |
Sequoia Financial Advisors, LLC |
76,122 |
2,215,000 |
0.47% |
|
|
| 20 |
MATHER GROUP, LLC. |
76,120 |
2,215,000 |
0.47% |
|
|
| 21 |
MCADAM, LLC |
68,894 |
2,005,000 |
0.42% |
|
|
| 22 |
HBK Sorce Advisory LLC |
64,741 |
1,884,000 |
0.40% |
|
|
| 23 |
JANE STREET GROUP, LLC |
64,510 |
1,877,000 |
0.39% |
|
|
| 24 |
PNC FINANCIAL SERVICES GROUP, INC. |
61,912 |
1,802,000 |
0.38% |
|
|
| 25 |
Avior Wealth Management, LLC |
58,632 |
1,706,000 |
0.36% |
|
|
| 26 |
EATON VANCE MANAGEMENT |
53,315 |
1,551,000 |
0.33% |
|
|
| 27 |
Savant Capital, LLC |
50,203 |
1,461,000 |
0.31% |
|
|
| 28 |
CHOREO, LLC |
48,057 |
1,398,000 |
0.29% |
|
|
| 29 |
ASPIRIANT, LLC |
47,892 |
1,394,000 |
0.29% |
|
|
| 30 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. |
45,901 |
1,336,000 |
0.28% |
|
|
| 31 |
KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC |
45,814 |
1,333,000 |
0.28% |
|
|
| 32 |
One Capital Management, LLC |
39,681 |
1,155,000 |
0.24% |
|
|
| 33 |
WELLS FARGO & COMPANY/MN |
39,076 |
1,137,000 |
0.24% |
|
|
| 34 |
MANAGED ACCOUNT SERVICES INC |
38,642 |
1,124,000 |
0.24% |
|
|
| 35 |
Evensky & Katz LLC |
34,974 |
1,017,000 |
0.21% |
|
|
| 36 |
Wealth Architects, LLC |
30,326 |
882,000 |
0.19% |
|
|
| 37 |
CABOT WEALTH MANAGEMENT INC |
29,245 |
851,000 |
0.18% |
|
|
| 38 |
Summit Financial Strategies, Inc. |
28,170 |
820,000 |
0.17% |
|
|
| 39 |
ASSET DEDICATION, LLC |
24,820 |
720,000 |
0.15% |
|
|
| 40 |
BANK OF MONTREAL /CAN/ |
23,149 |
678,000 |
0.14% |
|
|
| 41 |
Aspen Investment Management Inc |
23,285 |
678,000 |
0.14% |
|
|
| 42 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
23,220 |
676,000 |
0.14% |
|
|
| 43 |
UBS Group AG |
23,063 |
671,000 |
0.14% |
|
|
| 44 |
KRILOGY FINANCIAL LLC |
22,444 |
653,000 |
0.14% |
|
|
| 45 |
ALESCO ADVISORS LLC |
22,381 |
651,000 |
0.14% |
|
|
| 46 |
SAGE FINANCIAL GROUP INC |
21,193 |
617,000 |
0.13% |
|
|
| 47 |
DELPHI PRIVATE ADVISORS LLC |
20,065 |
584,000 |
0.12% |
|
|
| 48 |
COLONY GROUP LLC |
19,785 |
576,000 |
0.12% |
|
|
| 49 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
18,698 |
544,000 |
0.11% |
|
|
| 50 |
BOK Financial Private Wealth, Inc. |
16,768 |
488,000 |
0.10% |
|
|
