| 1 |
Atria Investments, Inc |
5,609 |
107,580,000 |
18.91% |
|
|
| 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
1,123,869 |
58,599,000 |
10.30% |
|
|
| 3 |
ENVESTNET ASSET MANAGEMENT INC |
1,027,681 |
53,583,000 |
9.42% |
|
|
| 4 |
Sensible Financial Planning & Management, LLC. |
848,599 |
44,246,000 |
7.78% |
|
|
| 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV |
472,840 |
24,654,000 |
4.33% |
|
|
| 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
373,852 |
19,433,000 |
3.41% |
|
|
| 7 |
BANK OF AMERICA CORP /DE/ |
372,463 |
19,420,000 |
3.41% |
|
|
| 8 |
HighTower Advisors, LLC |
292,444 |
15,248,000 |
2.68% |
|
|
| 9 |
FIRST MERCANTILE TRUST CO |
282,306 |
14,719,000 |
2.59% |
|
|
| 10 |
TD Ameritrade Trust Co |
236,757 |
12,344,000 |
2.17% |
|
|
| 11 |
KRILOGY FINANCIAL LLC |
227,476 |
11,861,000 |
2.08% |
|
|
| 12 |
RAND WEALTH, LLC |
224,099 |
11,685,000 |
2.05% |
|
|
| 13 |
ANCORA PRIVATE WEALTH ADVISORS, LLC |
212,249 |
11,067,000 |
1.94% |
|
|
| 14 |
PLANNING ALTERNATIVES LTD /ADV |
166,964 |
8,706,000 |
1.53% |
|
|
| 15 |
Raymond James Financial Services Advisors, Inc. |
159,548 |
8,319,000 |
1.46% |
|
|
| 16 |
Sequoia Financial Advisors, LLC |
143,035 |
7,458,000 |
1.31% |
|
|
| 17 |
FutureAdvisor, Inc. |
141,369 |
7,371,000 |
1.30% |
|
|
| 18 |
BSW Wealth Partners |
139,980 |
7,299,000 |
1.28% |
|
|
| 19 |
CABOT WEALTH MANAGEMENT INC |
106,418 |
5,549,000 |
0.98% |
|
|
| 20 |
Retirement Planning Group, LLC |
104,397 |
5,443,000 |
0.96% |
|
|
| 21 |
ALESCO ADVISORS LLC |
103,179 |
5,380,000 |
0.95% |
|
|
| 22 |
Live Your Vision, LLC |
100,921 |
5,262,000 |
0.92% |
|
|
| 23 |
Bartlett & Co. LLC |
88,174 |
4,597,000 |
0.81% |
|
|
| 24 |
Callan Capital, LLC |
80,067 |
4,175,000 |
0.73% |
|
|
| 25 |
Courage Miller Partners, LLC |
79,916 |
4,167,000 |
0.73% |
|
|
| 26 |
Bangor Savings Bank |
78,687 |
4,103,000 |
0.72% |
|
|
| 27 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
75,678 |
3,946,000 |
0.69% |
|
|
| 28 |
FINANCIAL CONSULATE, INC |
73,928 |
3,855,000 |
0.68% |
|
|
| 29 |
PRING TURNER CAPITAL GROUP INC |
71,055 |
3,705,000 |
0.65% |
|
|
| 30 |
Friedenthal Financial |
59,801 |
3,118,000 |
0.55% |
|
|
| 31 |
Summit Asset Management, LLC |
57,223 |
2,984,000 |
0.52% |
|
|
| 32 |
Cambridge Investment Research Advisors, Inc. |
57,192 |
2,982,000 |
0.52% |
|
|
| 33 |
Frontier Wealth Management LLC |
54,640 |
2,849,000 |
0.50% |
|
|
| 34 |
LEAVELL INVESTMENT MANAGEMENT, INC. |
53,834 |
2,807,000 |
0.49% |
|
|
| 35 |
Concert Wealth Management Inc. |
52,504 |
2,738,000 |
0.48% |
|
|
| 36 |
AMERIPRISE FINANCIAL INC |
49,250 |
2,557,000 |
0.45% |
|
|
| 37 |
Summit Financial Strategies, Inc. |
48,005 |
2,503,000 |
0.44% |
|
|
| 38 |
Financial Architects, Inc |
45,922 |
2,394,000 |
0.42% |
|
|
| 39 |
Landmark Financial Advisors, LLC |
43,563 |
2,271,000 |
0.40% |
|
|
| 40 |
Trutina Financial LLC |
42,635 |
2,223,000 |
0.39% |
|
|
| 41 |
AMI INVESTMENT MANAGEMENT INC |
40,942 |
2,135,000 |
0.38% |
|
|
| 42 |
Waverly Advisors, LLC |
34,869 |
1,818,000 |
0.32% |
|
|
| 43 |
ProVise Management Group, LLC |
33,019 |
1,722,000 |
0.30% |
|
|
| 44 |
Homrich & Berg |
32,870 |
1,714,000 |
0.30% |
|
|
| 45 |
STRINGER ASSET MANAGEMENT, LLC |
31,254 |
1,630,000 |
0.29% |
|
|
| 46 |
Perigon Wealth Management, LLC |
29,250 |
1,525,000 |
0.27% |
|
|
| 47 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
28,667 |
1,495,000 |
0.26% |
|
|
| 48 |
HT Partners LLC |
28,585 |
1,489,000 |
0.26% |
|
|
| 49 |
Marquette Asset Management, LLC |
27,343 |
1,426,000 |
0.25% |
|
|
| 50 |
Madden Advisory Services, Inc. |
26,116 |
1,361,000 |
0.24% |
|
|
