| 1 |
Charles Schwab Investment Advisory, Inc. |
7,701,853 |
197,553,000 |
61.41% |
|
|
| 2 |
RONALD BLUE & CO LLC |
3,270,439 |
83,888,000 |
26.08% |
|
|
| 3 |
Evensky & Katz LLC |
736,557 |
18,892,000 |
5.87% |
|
|
| 4 |
BANK OF AMERICA CORP /DE/ |
237,652 |
6,096,000 |
1.89% |
|
|
| 5 |
SANDERS MORRIS HARRIS INC/FA |
199,818 |
5,126,000 |
1.59% |
|
|
| 6 |
NORTHERN TRUST CORP |
9,327,738 |
2,393,000 |
0.74% |
|
|
| 7 |
WELLS FARGO & COMPANY/MN |
65,787 |
1,687,000 |
0.52% |
|
|
| 8 |
LPL Financial LLC |
49,010 |
1,260,000 |
0.39% |
|
|
| 9 |
MORGAN STANLEY |
42,897 |
1,100,000 |
0.34% |
|
|
| 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
34,271 |
879,000 |
0.27% |
|
|
| 11 |
Lourd Capital, LLC |
29,680 |
761,000 |
0.24% |
|
|
| 12 |
WOLVERINE TRADING LP /BD |
22,963 |
587,394 |
0.18% |
|
|
| 13 |
Raymond James Financial Services Advisors, Inc. |
15,555 |
399,000 |
0.12% |
|
|
| 14 |
Orion Porfolio Solutions, LLC |
10,000 |
257,000 |
0.08% |
|
|
| 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE |
10,012 |
257,000 |
0.08% |
|
|
| 16 |
JANE STREET GROUP, LLC |
9,674 |
248,000 |
0.08% |
|
|
| 17 |
UBS Group AG |
3,346 |
86,000 |
0.03% |
|
|
| 18 |
ATWOOD & PALMER INC |
2,892 |
74,000 |
0.02% |
|
|
| 19 |
CITIGROUP INC |
2,125 |
55,000 |
0.02% |
|
|
| 20 |
Creative Planning |
1,504 |
39,000 |
0.01% |
|
|
| 21 |
DUBUQUE BANK & TRUST CO |
1,000 |
26,000 |
0.01% |
|
|
| 22 |
Whitnell & Co. |
500 |
13,000 |
0.00% |
|
|
| 23 |
ADVISOR GROUP, INC. |
377 |
9,000 |
0.00% |
|
|
| 24 |
Transamerica Financial Advisors, LLC |
242 |
7,000 |
0.00% |
|
|
| 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
280 |
7,000 |
0.00% |
|
|
| 26 |
WASHINGTON TRUST BANK |
172 |
4,000 |
0.00% |
|
|
| 27 |
MOTCO |
132 |
3,000 |
0.00% |
|
|
| 28 |
MSI Financial Services Inc |
97 |
2,000 |
0.00% |
|
|
| 29 |
Tortoise Investment Management, LLC |
31 |
1,000 |
0.00% |
|
|
| 30 |
Parallax Volatility Advisers, L.P. |
1 |
0 |
0.00% |
|
|
