| 1 |
Creative Planning |
10,734,553 |
466,309,000 |
35.03% |
|
|
| 2 |
Charles Schwab Investment Advisory, Inc. |
7,639,185 |
331,846,000 |
24.93% |
|
|
| 3 |
JONES FINANCIAL COMPANIES LLLP |
2,900,765 |
126,009,000 |
9.47% |
|
|
| 4 |
RiverFront Investment Group, LLC |
804,843 |
34,962,000 |
2.63% |
|
|
| 5 |
BlackRock Finance, Inc. |
631,906 |
27,450,000 |
2.06% |
|
|
| 6 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
467,724 |
20,318,000 |
1.53% |
|
|
| 7 |
Tradewinds Capital Management, LLC |
441,202 |
19,166,000 |
1.44% |
|
|
| 8 |
SHARKEY, HOWES & JAVER |
415,285 |
18,040,000 |
1.36% |
|
|
| 9 |
QS Investors, LLC |
373,973 |
16,245,000 |
1.22% |
|
|
| 10 |
Vigilant Capital Management, LLC |
356,531 |
15,488,000 |
1.16% |
|
|
| 11 |
AVALON CAPITAL MANAGEMENT |
325,837 |
14,154,000 |
1.06% |
|
|
| 12 |
Whitnell & Co. |
268,538 |
11,665,000 |
0.88% |
|
|
| 13 |
RAYMOND JAMES & ASSOCIATES |
233,855 |
10,159,000 |
0.76% |
|
|
| 14 |
Live Your Vision, LLC |
215,302 |
9,353,000 |
0.70% |
|
|
| 15 |
Gratus Capital, LLC |
211,095 |
9,170,000 |
0.69% |
|
|
| 16 |
AMERIPRISE FINANCIAL INC |
179,555 |
8,092,000 |
0.61% |
|
|
| 17 |
WELLS FARGO & COMPANY/MN |
181,183 |
7,870,000 |
0.59% |
|
|
| 18 |
BERGANKDV WEALTH MANAGEMENT, LLC |
175,598 |
7,628,000 |
0.57% |
|
|
| 19 |
SUNTRUST BANKS INC |
158,401 |
6,879,000 |
0.52% |
|
|
| 20 |
MOISAND FITZGERALD TAMAYO, LLC |
155,928 |
6,774,000 |
0.51% |
|
|
| 21 |
Frontier Wealth Management LLC |
149,102 |
6,477,000 |
0.49% |
|
|
| 22 |
Raymond James Financial Services Advisors, Inc. |
145,815 |
6,334,000 |
0.48% |
|
|
| 23 |
KRILOGY FINANCIAL LLC |
143,943 |
6,253,000 |
0.47% |
|
|
| 24 |
PIERSHALE FINANCIAL GROUP, INC. |
102,140 |
4,437,000 |
0.33% |
|
|
| 25 |
TILLER PRIVATE WEALTH, INC. |
97,328 |
4,228,000 |
0.32% |
|
|
| 26 |
JMG Financial Group, Ltd. |
92,877 |
4,035,000 |
0.30% |
|
|
| 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
87,000 |
3,779,000 |
0.28% |
Put |
|
| 28 |
VALENTINE VENTURES LLC |
84,828 |
3,685,000 |
0.28% |
|
|
| 29 |
Courage Miller Partners, LLC |
84,092 |
3,653,000 |
0.27% |
|
|
| 30 |
Madden Advisory Services, Inc. |
78,461 |
3,408,000 |
0.26% |
|
|
| 31 |
Apriem Advisors |
73,661 |
3,200,000 |
0.24% |
|
|
| 32 |
INTERACTIVE FINANCIAL ADVISORS, INC. |
71,627 |
3,111,000 |
0.23% |
|
|
| 33 |
BANK OF AMERICA CORP /DE/ |
71,331 |
3,098,000 |
0.23% |
|
|
| 34 |
FormulaFolio Investments, LLC |
69,078 |
3,001,000 |
0.23% |
|
|
| 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
65,309 |
2,837,000 |
0.21% |
|
|
| 36 |
ROYAL BANK OF CANADA |
64,352 |
2,795,000 |
0.21% |
|
|
| 37 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
63,240 |
2,747,000 |
0.21% |
|
|
| 38 |
Retirement Planning Group, LLC |
61,375 |
2,666,000 |
0.20% |
|
|
| 39 |
Stratford Consulting, LLC |
60,301 |
2,619,000 |
0.20% |
|
|
| 40 |
Private Advisor Group, LLC |
58,838 |
2,574,000 |
0.19% |
|
|
| 41 |
Whitegate Investment Counselors, Inc. |
57,803 |
2,511,000 |
0.19% |
|
|
| 42 |
GOLDMAN SACHS GROUP INC |
56,646 |
2,461,000 |
0.18% |
|
|
| 43 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
55,500 |
2,411,000 |
0.18% |
Call |
|
| 44 |
WEALTHFRONT CORP |
55,452 |
2,409,000 |
0.18% |
|
|
| 45 |
IMA Advisory Services, Inc. |
55,038 |
2,391,000 |
0.18% |
|
|
| 46 |
BB&T SECURITIES, LLC |
54,922 |
2,385,000 |
0.18% |
|
|
| 47 |
Cambridge Investment Research Advisors, Inc. |
54,865 |
2,383,000 |
0.18% |
|
|
| 48 |
ENVESTNET ASSET MANAGEMENT INC |
54,522 |
2,368,000 |
0.18% |
|
|
| 49 |
SWARTHMORE GROUP INC |
53,875 |
2,340,000 |
0.18% |
|
|
| 50 |
Baltimore-Washington Financial Advisors, Inc. |
50,905 |
2,211,000 |
0.17% |
|
|