| 1 |
Creative Planning |
8,377,936 |
311,575,000 |
41.46% |
|
|
| 2 |
Charles Schwab Investment Advisory, Inc. |
5,354,828 |
199,146,000 |
26.50% |
|
|
| 3 |
AMERIPRISE FINANCIAL INC |
634,905 |
22,853,000 |
3.04% |
|
|
| 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
473,561 |
17,612,000 |
2.34% |
|
|
| 5 |
FutureAdvisor, Inc. |
419,007 |
15,583,000 |
2.07% |
|
|
| 6 |
GOLDMAN SACHS GROUP INC |
400,523 |
14,895,000 |
1.98% |
|
|
| 7 |
Vigilant Capital Management, LLC |
374,404 |
13,924,000 |
1.85% |
|
|
| 8 |
3D ASSET MANAGEMENT, INC |
348,840 |
12,973,000 |
1.73% |
|
|
| 9 |
Atria Investments, Inc |
417 |
11,213,000 |
1.49% |
|
|
| 10 |
Whitnell & Co. |
284,738 |
10,589,000 |
1.41% |
|
|
| 11 |
VALENTINE VENTURES LLC |
215,901 |
8,029,000 |
1.07% |
|
|
| 12 |
SUNTRUST BANKS INC |
183,780 |
6,833,000 |
0.91% |
|
|
| 13 |
ENVESTNET ASSET MANAGEMENT INC |
173,894 |
6,467,000 |
0.86% |
|
|
| 14 |
Raymond James Financial Services Advisors, Inc. |
130,523 |
4,854,000 |
0.65% |
|
|
| 15 |
Tradewinds Capital Management, LLC |
130,069 |
4,837,000 |
0.64% |
|
|
| 16 |
KRILOGY FINANCIAL LLC |
128,662 |
4,785,000 |
0.64% |
|
|
| 17 |
Frontier Wealth Management LLC |
108,240 |
4,025,000 |
0.54% |
|
|
| 18 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
95,621 |
3,556,000 |
0.47% |
|
|
| 19 |
QS Investors, LLC |
95,231 |
3,542,000 |
0.47% |
|
|
| 20 |
JMG Financial Group, Ltd. |
91,630 |
3,408,000 |
0.45% |
|
|
| 21 |
Courage Miller Partners, LLC |
89,519 |
3,329,000 |
0.44% |
|
|
| 22 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
73,825 |
2,746,000 |
0.37% |
|
|
| 23 |
AVALON CAPITAL MANAGEMENT |
71,054 |
2,642,000 |
0.35% |
|
|
| 24 |
Madden Advisory Services, Inc. |
69,291 |
2,576,000 |
0.34% |
|
|
| 25 |
INTERACTIVE FINANCIAL ADVISORS, INC. |
68,802 |
2,559,000 |
0.34% |
|
|
| 26 |
PRING TURNER CAPITAL GROUP INC |
65,295 |
2,428,000 |
0.32% |
|
|
| 27 |
JANE STREET GROUP, LLC |
62,189 |
2,313,000 |
0.31% |
|
|
| 28 |
Retirement Planning Group, LLC |
58,173 |
2,163,000 |
0.29% |
|
|
| 29 |
TD Ameritrade Trust Co |
54,567 |
2,029,000 |
0.27% |
|
|
| 30 |
SWARTHMORE GROUP INC |
53,875 |
2,004,000 |
0.27% |
|
|
| 31 |
Taylor, Cottrill LLC |
53,373 |
1,985,000 |
0.26% |
|
|
| 32 |
Private Advisor Group, LLC |
53,156 |
1,976,000 |
0.26% |
|
|
| 33 |
Marquette Asset Management, LLC |
50,926 |
1,894,000 |
0.25% |
|
|
| 34 |
Stratford Consulting, LLC |
50,673 |
1,885,000 |
0.25% |
|
|
| 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
48,800 |
1,815,000 |
0.24% |
Call |
|
| 36 |
LPL Financial LLC |
44,592 |
1,711,000 |
0.23% |
|
|
| 37 |
Bangor Savings Bank |
42,175 |
1,568,000 |
0.21% |
|
|
| 38 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
41,700 |
1,551,000 |
0.21% |
Put |
|
| 39 |
Efficient Advisors, LLC |
41,707 |
1,551,000 |
0.21% |
|
|
| 40 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
35,370 |
1,316,000 |
0.18% |
|
|
| 41 |
VSR Financial Services, Inc. |
34,339 |
1,277,000 |
0.17% |
|
|
| 42 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
33,240 |
1,236,000 |
0.16% |
|
|
| 43 |
Tower Research Capital LLC (TRC) |
33,004 |
1,227,000 |
0.16% |
|
|
| 44 |
UBS Group AG |
27,554 |
1,025,000 |
0.14% |
|
|
| 45 |
Avior Wealth Management, LLC |
26,134 |
972,000 |
0.13% |
|
|
| 46 |
CREDIT SUISSE AG/ |
26,025 |
968,000 |
0.13% |
|
|
| 47 |
Chicago Partners Investment Group LLC |
25,372 |
944,000 |
0.13% |
|
|
| 48 |
Cambridge Investment Research Advisors, Inc. |
25,129 |
935,000 |
0.12% |
|
|
| 49 |
Live Your Vision, LLC |
21,852 |
813,000 |
0.11% |
|
|
| 50 |
Curbstone Financial Management Corp |
20,425 |
760,000 |
0.10% |
|
|
