| 1 |
BSW Wealth Partners |
8,824 |
164,416,000 |
17.38% |
|
|
| 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
1,438,881 |
77,225,000 |
8.16% |
|
|
| 3 |
Sensible Financial Planning & Management, LLC. |
1,032,264 |
55,402,000 |
5.86% |
|
|
| 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
802,427 |
42,777,000 |
4.52% |
|
|
| 5 |
ALLIANCE WEALTH MANAGEMENT GROUP |
657,783 |
35,299,000 |
3.73% |
|
|
| 6 |
OGOREK ANTHONY JOSEPH /NY/ /ADV |
477,776 |
25,642,000 |
2.71% |
|
|
| 7 |
AMERIPRISE FINANCIAL INC |
431,194 |
23,127,000 |
2.44% |
|
|
| 8 |
BRINKER CAPITAL INC |
382,670 |
20,538,000 |
2.17% |
|
|
| 9 |
Roof Eidam Maycock Peralta, LLC |
339,789 |
18,236,000 |
1.93% |
|
|
| 10 |
KRILOGY FINANCIAL LLC |
330,426 |
17,734,000 |
1.87% |
|
|
| 11 |
MORGAN STANLEY |
329,649 |
17,692,000 |
1.87% |
|
|
| 12 |
HighTower Advisors, LLC |
324,665 |
17,427,000 |
1.84% |
|
|
| 13 |
Raymond James Financial Services Advisors, Inc. |
321,663 |
17,264,000 |
1.82% |
|
|
| 14 |
BANK OF AMERICA CORP /DE/ |
284,487 |
15,268,000 |
1.61% |
|
|
| 15 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
275,271 |
14,774,000 |
1.56% |
|
|
| 16 |
ANCORA PRIVATE WEALTH ADVISORS, LLC |
266,439 |
14,300,000 |
1.51% |
|
|
| 17 |
Cambridge Investment Research Advisors, Inc. |
251,895 |
13,519,000 |
1.43% |
|
|
| 18 |
Live Your Vision, LLC |
250,361 |
13,437,000 |
1.42% |
|
|
| 19 |
BRISTLECONE ADVISORS, LLC |
236,213 |
12,678,000 |
1.34% |
|
|
| 20 |
Gratus Capital, LLC |
227,093 |
12,188,000 |
1.29% |
|
|
| 21 |
Confluence Wealth Management LLC |
197,427 |
10,596,000 |
1.12% |
|
|
| 22 |
PLANNING ALTERNATIVES LTD /ADV |
194,210 |
10,423,000 |
1.10% |
|
|
| 23 |
ENVESTNET ASSET MANAGEMENT INC |
178,588 |
9,585,000 |
1.01% |
|
|
| 24 |
TD Ameritrade Trust Co |
177,636 |
9,534,000 |
1.01% |
|
|
| 25 |
Sequoia Financial Advisors, LLC |
169,864 |
9,117,000 |
0.96% |
|
|
| 26 |
SARGENT BICKHAM LAGUDIS LLC |
169,190 |
9,080,000 |
0.96% |
|
|
| 27 |
BlackRock Finance, Inc. |
162,585 |
8,726,000 |
0.92% |
|
|
| 28 |
Summit Asset Management, LLC |
162,048 |
8,697,000 |
0.92% |
|
|
| 29 |
FIRST MERCANTILE TRUST CO |
159,756 |
8,574,000 |
0.91% |
|
|
| 30 |
Financial Architects, Inc |
157,690 |
8,463,000 |
0.89% |
|
|
| 31 |
ALESCO ADVISORS LLC |
149,797 |
8,040,000 |
0.85% |
|
|
| 32 |
KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC |
142,548 |
7,651,000 |
0.81% |
|
|
| 33 |
Friedenthal Financial |
135,162 |
7,254,000 |
0.77% |
|
|
| 34 |
Frontier Wealth Management LLC |
127,459 |
6,841,000 |
0.72% |
|
|
| 35 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
126,890 |
6,810,000 |
0.72% |
|
|
| 36 |
Retirement Planning Group, LLC |
115,941 |
6,223,000 |
0.66% |
|
|
| 37 |
RAND WEALTH, LLC |
114,402 |
6,140,000 |
0.65% |
|
|
| 38 |
BRONFMAN E.L. ROTHSCHILD, L.P. |
109,125 |
5,857,000 |
0.62% |
|
|
| 39 |
Bartlett & Co. LLC |
107,205 |
5,754,000 |
0.61% |
|
|
| 40 |
FAS Wealth Partners, Inc. |
104,042 |
5,584,000 |
0.59% |
|
|
| 41 |
DOMANI WEALTH, LLC |
101,449 |
5,445,000 |
0.58% |
|
|
| 42 |
Trutina Financial LLC |
99,767 |
5,354,000 |
0.57% |
|
|
| 43 |
Destination Wealth Management |
92,439 |
4,961,000 |
0.52% |
|
|
| 44 |
Courage Miller Partners, LLC |
90,009 |
4,831,000 |
0.51% |
|
|
| 45 |
BERGANKDV WEALTH MANAGEMENT, LLC |
86,272 |
4,630,000 |
0.49% |
|
|
| 46 |
Callan Capital, LLC |
80,009 |
4,294,000 |
0.45% |
|
|
| 47 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
78,063 |
4,190,000 |
0.44% |
|
|
| 48 |
Bangor Savings Bank |
77,055 |
4,135,000 |
0.44% |
|
|
| 49 |
LEAVELL INVESTMENT MANAGEMENT, INC. |
76,173 |
4,088,000 |
0.43% |
|
|
| 50 |
CABOT WEALTH MANAGEMENT INC |
72,988 |
3,917,000 |
0.41% |
|
|
