| 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
140,687 |
7,194,000 |
10.82% |
|
|
| 2 |
ENVESTNET ASSET MANAGEMENT INC |
120,310 |
6,152,000 |
9.26% |
|
|
| 3 |
BSW Wealth Partners |
95,843 |
4,901,000 |
7.37% |
|
|
| 4 |
Retirement Planning Group, LLC |
86,343 |
4,415,000 |
6.64% |
|
|
| 5 |
Bangor Savings Bank |
67,583 |
3,455,000 |
5.20% |
|
|
| 6 |
Courage Miller Partners, LLC |
66,403 |
3,396,000 |
5.11% |
|
|
| 7 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
59,171 |
3,026,000 |
4.55% |
|
|
| 8 |
Apriem Advisors |
55,130 |
2,819,000 |
4.24% |
|
|
| 9 |
One Capital Management, LLC |
51,954 |
2,657,000 |
4.00% |
|
|
| 10 |
ALESCO ADVISORS LLC |
49,375 |
2,525,000 |
3.80% |
|
|
| 11 |
Atria Investments, Inc |
42,198 |
2,158,000 |
3.25% |
|
|
| 12 |
Virtu KCG Holdings LLC |
39,365 |
2,013,000 |
3.03% |
|
|
| 13 |
Madden Advisory Services, Inc. |
36,126 |
1,847,000 |
2.78% |
|
|
| 14 |
JANE STREET GROUP, LLC |
28,497 |
1,457,000 |
2.19% |
|
|
| 15 |
Waverly Advisors, LLC |
26,620 |
1,361,000 |
2.05% |
|
|
| 16 |
Bartlett & Co. LLC |
26,194 |
1,339,000 |
2.01% |
|
|
| 17 |
Live Your Vision, LLC |
25,724 |
1,315,000 |
1.98% |
|
|
| 18 |
ROFFMAN MILLER ASSOCIATES INC /PA/ |
23,370 |
1,195,000 |
1.80% |
|
|
| 19 |
HBK Sorce Advisory LLC |
22,834 |
1,168,000 |
1.76% |
|
|
| 20 |
ProVise Management Group, LLC |
21,897 |
1,120,000 |
1.69% |
|
|
| 21 |
Marquette Asset Management, LLC |
18,859 |
964,000 |
1.45% |
|
|
| 22 |
PIERSHALE FINANCIAL GROUP, INC. |
16,487 |
843,000 |
1.27% |
|
|
| 23 |
UBS AG |
16,034 |
820,000 |
1.23% |
|
|
| 24 |
Alaska Permanent Capital Management, LLC |
14,880 |
760,000 |
1.14% |
|
|
| 25 |
BCWM, LLC |
14,158 |
724,000 |
1.09% |
|
|
| 26 |
BUCKINGHAM STRATEGIC WEALTH, LLC |
11,806 |
604,000 |
0.91% |
|
|
| 27 |
PLANNING ALTERNATIVES LTD /ADV |
10,336 |
529,000 |
0.80% |
|
|
| 28 |
Friedenthal Financial |
10,180 |
521,000 |
0.78% |
|
|
| 29 |
BANK OF AMERICA CORP /DE/ |
9,665 |
494,000 |
0.74% |
|
|
| 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
9,171 |
469,000 |
0.71% |
|
|
| 31 |
Tuttle Capital Management, LLC |
9,085 |
464,000 |
0.70% |
|
|
| 32 |
Orion Porfolio Solutions, LLC |
9,075 |
464,000 |
0.70% |
|
|
| 33 |
Pure Financial Advisors, LLC |
7,411 |
379,000 |
0.57% |
|
|
| 34 |
Aspen Investment Management Inc |
7,210 |
369,000 |
0.56% |
|
|
| 35 |
Saba Capital Management, L.P. |
6,912 |
353,000 |
0.53% |
|
|
| 36 |
Cubic Asset Management, LLC |
6,075 |
311,000 |
0.47% |
|
|
| 37 |
Steinberg Global Asset Management |
5,095 |
261,000 |
0.39% |
|
|
| 38 |
APPLETON GROUP, LLC |
4,900 |
251,000 |
0.38% |
|
|
| 39 |
Perigon Wealth Management, LLC |
4,703 |
240,000 |
0.36% |
|
|
| 40 |
BOK Financial Private Wealth, Inc. |
4,207 |
215,000 |
0.32% |
|
|
| 41 |
FOSTER & MOTLEY INC |
3,977 |
203,000 |
0.31% |
|
|
| 42 |
HOWE & RUSLING INC |
3,000 |
153,000 |
0.23% |
|
|
| 43 |
BANK OF MONTREAL /CAN/ |
2,676 |
137,000 |
0.21% |
|
|
| 44 |
WEALTHCARE CAPITAL MANAGEMENT LLC |
2,219 |
113,000 |
0.17% |
|
|
| 45 |
Tortoise Investment Management, LLC |
1,670 |
85,000 |
0.13% |
|
|
| 46 |
AMERICAN INTERNATIONAL GROUP, INC. |
1,000 |
51,135 |
0.08% |
|
|
| 47 |
Trutina Financial LLC |
610 |
31,000 |
0.05% |
|
|
| 48 |
MORGAN STANLEY |
575 |
30,000 |
0.05% |
|
|
| 49 |
Capital Directions Investment Advisors, LLC |
531 |
27,000 |
0.04% |
|
|
| 50 |
Vantage Investment Advisors, LLC |
412 |
21,000 |
0.03% |
|
|
