| 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
164,141 |
8,519,000 |
10.24% |
|
|
| 2 |
ENVESTNET ASSET MANAGEMENT INC |
134,781 |
6,995,000 |
8.40% |
|
|
| 3 |
SVA Wealth Management, LLC |
112,953 |
5,862,000 |
7.04% |
|
|
| 4 |
BSW Wealth Partners |
95,226 |
4,942,000 |
5.94% |
|
|
| 5 |
Retirement Planning Group, LLC |
84,964 |
4,410,000 |
5.30% |
|
|
| 6 |
Courage Miller Partners, LLC |
74,192 |
3,851,000 |
4.63% |
|
|
| 7 |
Bangor Savings Bank |
71,245 |
3,697,000 |
4.44% |
|
|
| 8 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
70,533 |
3,661,000 |
4.40% |
|
|
| 9 |
Apriem Advisors |
67,135 |
3,484,000 |
4.19% |
|
|
| 10 |
Live Your Vision, LLC |
66,772 |
3,465,000 |
4.16% |
|
|
| 11 |
PLANNING ALTERNATIVES LTD /ADV |
65,141 |
3,381,000 |
4.06% |
|
|
| 12 |
Atria Investments, Inc |
63,403 |
3,291,000 |
3.95% |
|
|
| 13 |
ALESCO ADVISORS LLC |
50,329 |
2,612,000 |
3.14% |
|
|
| 14 |
ROYAL BANK OF CANADA |
48,089 |
2,496,000 |
3.00% |
|
|
| 15 |
Madden Advisory Services, Inc. |
34,071 |
1,768,000 |
2.12% |
|
|
| 16 |
Waverly Advisors, LLC |
30,252 |
1,570,000 |
1.89% |
|
|
| 17 |
Bartlett & Co. LLC |
28,888 |
1,499,000 |
1.80% |
|
|
| 18 |
ProVise Management Group, LLC |
26,307 |
1,365,000 |
1.64% |
|
|
| 19 |
ROFFMAN MILLER ASSOCIATES INC /PA/ |
23,370 |
1,213,000 |
1.46% |
|
|
| 20 |
HBK Sorce Advisory LLC |
22,320 |
1,158,000 |
1.39% |
|
|
| 21 |
Marquette Asset Management, LLC |
20,750 |
1,077,000 |
1.29% |
|
|
| 22 |
UBS AG |
18,959 |
984,000 |
1.18% |
|
|
| 23 |
MORGAN STANLEY |
18,360 |
953,000 |
1.14% |
|
|
| 24 |
Alexandria Capital, LLC |
17,485 |
907,000 |
1.09% |
|
|
| 25 |
Alaska Permanent Capital Management, LLC |
17,367 |
901,000 |
1.08% |
|
|
| 26 |
Concert Wealth Management Inc. |
15,086 |
765,000 |
0.92% |
|
|
| 27 |
BCWM, LLC |
13,562 |
704,000 |
0.85% |
|
|
| 28 |
Cambridge Investment Research Advisors, Inc. |
13,047 |
677,000 |
0.81% |
|
|
| 29 |
Friedenthal Financial |
10,664 |
553,000 |
0.66% |
|
|
| 30 |
Orion Porfolio Solutions, LLC |
10,388 |
539,000 |
0.65% |
|
|
| 31 |
Mariner, LLC |
9,598 |
498,000 |
0.60% |
|
|
| 32 |
BUCKINGHAM STRATEGIC WEALTH, LLC |
9,323 |
484,000 |
0.58% |
|
|
| 33 |
BANK OF AMERICA CORP /DE/ |
8,952 |
465,000 |
0.56% |
|
|
| 34 |
Aspen Investment Management Inc |
7,840 |
407,000 |
0.49% |
|
|
| 35 |
Perigon Wealth Management, LLC |
7,535 |
391,000 |
0.47% |
|
|
| 36 |
HOWE & RUSLING INC |
7,200 |
374,000 |
0.45% |
|
|
| 37 |
Pure Financial Advisors, LLC |
7,170 |
372,000 |
0.45% |
|
|
| 38 |
Tuttle Capital Management, LLC |
6,766 |
349,000 |
0.42% |
|
|
| 39 |
Cubic Asset Management, LLC |
6,400 |
332,000 |
0.40% |
|
|
| 40 |
JMG Financial Group, Ltd. |
6,371 |
331,000 |
0.40% |
|
|
| 41 |
Allworth Financial LP |
5,438 |
282,000 |
0.34% |
|
|
| 42 |
APPLETON GROUP, LLC |
5,166 |
268,000 |
0.32% |
|
|
| 43 |
Garde Capital, Inc. |
5,033 |
261,000 |
0.31% |
|
|
| 44 |
BOK Financial Private Wealth, Inc. |
4,571 |
237,000 |
0.28% |
|
|
| 45 |
WELLS FARGO & COMPANY/MN |
3,537 |
184,000 |
0.22% |
|
|
| 46 |
Tortoise Investment Management, LLC |
2,785 |
145,000 |
0.17% |
|
|
| 47 |
BANK OF MONTREAL /CAN/ |
2,545 |
132,000 |
0.16% |
|
|
| 48 |
WEALTHCARE CAPITAL MANAGEMENT LLC |
2,219 |
115,000 |
0.14% |
|
|
| 49 |
AMERICAN INTERNATIONAL GROUP, INC. |
1,000 |
51,900 |
0.06% |
|
|
| 50 |
JFS WEALTH ADVISORS, LLC |
974 |
51,000 |
0.06% |
|
|
