| 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
1,299,648 |
66,932,000 |
12.37% |
|
|
| 2 |
ENVESTNET ASSET MANAGEMENT INC |
1,160,106 |
59,745,000 |
11.04% |
|
|
| 3 |
Sensible Financial Planning & Management, LLC. |
892,771 |
45,978,000 |
8.50% |
|
|
| 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
451,037 |
23,228,000 |
4.29% |
|
|
| 5 |
BANK OF AMERICA CORP /DE/ |
393,963 |
20,289,000 |
3.75% |
|
|
| 6 |
OGOREK ANTHONY JOSEPH /NY/ /ADV |
360,318 |
18,556,000 |
3.43% |
|
|
| 7 |
HighTower Advisors, LLC |
292,291 |
15,054,000 |
2.78% |
|
|
| 8 |
FIRST MERCANTILE TRUST CO |
236,969 |
12,202,000 |
2.26% |
|
|
| 9 |
TD Ameritrade Trust Co |
225,720 |
11,625,000 |
2.15% |
|
|
| 10 |
ANCORA PRIVATE WEALTH ADVISORS, LLC |
223,398 |
11,505,000 |
2.13% |
|
|
| 11 |
PLANNING ALTERNATIVES LTD /ADV |
176,966 |
9,114,000 |
1.68% |
|
|
| 12 |
Sequoia Financial Advisors, LLC |
163,592 |
8,425,000 |
1.56% |
|
|
| 13 |
Raymond James Financial Services Advisors, Inc. |
162,940 |
8,391,000 |
1.55% |
|
|
| 14 |
KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC |
154,760 |
7,970,000 |
1.47% |
|
|
| 15 |
Live Your Vision, LLC |
149,467 |
7,698,000 |
1.42% |
|
|
| 16 |
BlackRock Finance, Inc. |
145,872 |
7,512,000 |
1.39% |
|
|
| 17 |
BSW Wealth Partners |
139,309 |
7,174,000 |
1.33% |
|
|
| 18 |
RAND WEALTH, LLC |
134,536 |
6,929,000 |
1.28% |
|
|
| 19 |
Summit Asset Management, LLC |
124,034 |
6,388,000 |
1.18% |
|
|
| 20 |
ALESCO ADVISORS LLC |
110,846 |
5,709,000 |
1.06% |
|
|
| 21 |
Retirement Planning Group, LLC |
109,037 |
5,615,000 |
1.04% |
|
|
| 22 |
Atria Investments, Inc |
107,966 |
5,598,000 |
1.03% |
|
|
| 23 |
AMERIPRISE FINANCIAL INC |
103,859 |
5,349,000 |
0.99% |
|
|
| 24 |
CABOT WEALTH MANAGEMENT INC |
99,909 |
5,145,000 |
0.95% |
|
|
| 25 |
Confluence Wealth Management LLC |
98,233 |
5,059,000 |
0.94% |
|
|
| 26 |
Bartlett & Co. LLC |
97,127 |
5,002,000 |
0.92% |
|
|
| 27 |
EP Wealth Advisors, LLC |
96,190 |
4,954,000 |
0.92% |
|
|
| 28 |
BRONFMAN E.L. ROTHSCHILD, L.P. |
93,135 |
4,796,000 |
0.89% |
|
|
| 29 |
Courage Miller Partners, LLC |
85,827 |
4,420,000 |
0.82% |
|
|
| 30 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
85,450 |
4,401,000 |
0.81% |
|
|
| 31 |
Callan Capital, LLC |
82,882 |
4,268,000 |
0.79% |
|
|
| 32 |
Friedenthal Financial |
76,730 |
3,952,000 |
0.73% |
|
|
| 33 |
ARBOR WEALTH MANAGEMENT, LLC |
74,794 |
3,916,000 |
0.72% |
|
|
| 34 |
Bangor Savings Bank |
74,369 |
3,830,000 |
0.71% |
|
|
| 35 |
FINANCIAL CONSULATE, INC |
73,918 |
3,807,000 |
0.70% |
|
|
| 36 |
MORGAN STANLEY |
71,906 |
3,703,000 |
0.68% |
|
|
| 37 |
Financial Architects, Inc |
71,334 |
3,674,000 |
0.68% |
|
|
| 38 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
71,206 |
3,667,000 |
0.68% |
|
|
| 39 |
Destination Wealth Management |
70,279 |
3,619,000 |
0.67% |
|
|
| 40 |
Gratus Capital, LLC |
69,165 |
3,562,000 |
0.66% |
|
|
| 41 |
PRING TURNER CAPITAL GROUP INC |
68,699 |
3,538,000 |
0.65% |
|
|
| 42 |
JANE STREET GROUP, LLC |
67,798 |
3,492,000 |
0.65% |
|
|
| 43 |
Allianz Asset Management GmbH |
64,856 |
3,340,000 |
0.62% |
|
|
| 44 |
Pinnacle Advisory Group, Inc. |
64,028 |
3,297,000 |
0.61% |
|
|
| 45 |
Frontier Wealth Management LLC |
54,771 |
2,821,000 |
0.52% |
|
|
| 46 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
53,012 |
2,730,000 |
0.50% |
|
|
| 47 |
LEAVELL INVESTMENT MANAGEMENT, INC. |
52,977 |
2,728,000 |
0.50% |
|
|
| 48 |
AMI INVESTMENT MANAGEMENT INC |
51,062 |
2,630,000 |
0.49% |
|
|
| 49 |
Waverly Advisors, LLC |
50,269 |
2,589,000 |
0.48% |
|
|
| 50 |
Summit Financial Strategies, Inc. |
49,273 |
2,538,000 |
0.47% |
|
|
