| 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
348,321 |
18,872,000 |
19.35% |
|
|
| 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
324,184 |
17,565,000 |
18.01% |
|
|
| 3 |
ENVESTNET ASSET MANAGEMENT INC |
317,735 |
17,215,000 |
17.65% |
|
|
| 4 |
WEALTHFRONT CORP |
68,620 |
3,718,000 |
3.81% |
|
|
| 5 |
Heritage Wealth Advisors |
63,184 |
3,424,000 |
3.51% |
|
|
| 6 |
Charles Schwab Investment Advisory, Inc. |
62,393 |
3,381,000 |
3.47% |
|
|
| 7 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
56,424 |
3,060,000 |
3.14% |
|
|
| 8 |
Sensible Financial Planning & Management, LLC. |
49,838 |
2,700,000 |
2.77% |
|
|
| 9 |
Orion Porfolio Solutions, LLC |
44,000 |
2,384,000 |
2.44% |
|
|
| 10 |
BUCKINGHAM STRATEGIC WEALTH, LLC |
39,472 |
2,139,000 |
2.19% |
|
|
| 11 |
ROFFMAN MILLER ASSOCIATES INC /PA/ |
39,103 |
2,119,000 |
2.17% |
|
|
| 12 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
35,995 |
1,952,000 |
2.00% |
|
|
| 13 |
Callahan Advisors, LLC |
32,143 |
1,742,000 |
1.79% |
|
|
| 14 |
Kingfisher Capital LLC |
30,865 |
1,672,000 |
1.71% |
|
|
| 15 |
GOLDMAN SACHS GROUP INC |
27,950 |
1,514,000 |
1.55% |
|
|
| 16 |
Mosaic Financial Partners, Inc. |
27,687 |
1,500,000 |
1.54% |
|
|
| 17 |
Invesco Ltd. |
25,075 |
1,359,000 |
1.39% |
|
|
| 18 |
VISTA CAPITAL PARTNERS, INC. |
20,746 |
1,124,000 |
1.15% |
|
SH |
| 19 |
3D ASSET MANAGEMENT, INC |
18,137 |
983,000 |
1.01% |
|
|
| 20 |
ALESCO ADVISORS LLC |
17,896 |
970,000 |
0.99% |
|
|
| 21 |
Commonwealth Equity Services, Inc |
14,303 |
775,000 |
0.79% |
|
|
| 22 |
Perigon Wealth Management, LLC |
10,619 |
575,000 |
0.59% |
|
|
| 23 |
Live Your Vision, LLC |
9,586 |
528,000 |
0.54% |
|
|
| 24 |
Twele Capital Management, Inc. |
8,654 |
469,000 |
0.48% |
|
|
| 25 |
AVITY INVESTMENT MANAGEMENT INC. |
8,400 |
455,000 |
0.47% |
|
SH |
| 26 |
Garde Capital, Inc. |
6,833 |
370,000 |
0.38% |
|
|
| 27 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
6,652 |
360,000 |
0.37% |
|
|
| 28 |
SignalPoint Asset Management, LLC |
6,599 |
358,000 |
0.37% |
|
|
| 29 |
Bangor Savings Bank |
6,204 |
336,000 |
0.34% |
|
|
| 30 |
BENJAMIN F. EDWARDS & COMPANY, INC. |
6,161 |
334,000 |
0.34% |
|
|
| 31 |
Placemark Investments, Inc. |
5,812 |
315,000 |
0.32% |
|
|
| 32 |
BAR HARBOR TRUST SERVICES |
5,681 |
308,000 |
0.32% |
|
|
| 33 |
UBS AG |
5,436 |
294,000 |
0.30% |
|
|
| 34 |
Allworth Financial LP |
5,290 |
287,000 |
0.29% |
|
|
| 35 |
Ifrah Financial Services, Inc. |
5,297 |
287,000 |
0.29% |
|
|
| 36 |
LPL Financial LLC |
5,179 |
283,000 |
0.29% |
|
|
| 37 |
Virtu KCG Holdings LLC |
5,104 |
277,000 |
0.28% |
|
|
| 38 |
CITIGROUP INC |
5,000 |
271,000 |
0.28% |
|
|
| 39 |
Waverly Advisors, LLC |
4,374 |
237,000 |
0.24% |
|
|
| 40 |
Cambridge Investment Research Advisors, Inc. |
3,882 |
210,000 |
0.22% |
|
|
| 41 |
BANK OF MONTREAL /CAN/ |
2,630 |
142,000 |
0.15% |
|
|
| 42 |
WELLS FARGO & COMPANY/MN |
2,512 |
137,000 |
0.14% |
|
|
| 43 |
MORGAN STANLEY |
2,434 |
132,000 |
0.14% |
|
|
| 44 |
MSI Financial Services Inc |
2,248 |
122,000 |
0.13% |
|
|
| 45 |
Perkins Coie Trust Co |
1,000 |
54,000 |
0.06% |
|
|
| 46 |
BANK OF AMERICA CORP /DE/ |
953 |
52,000 |
0.05% |
|
|
| 47 |
AMERIPRISE FINANCIAL INC |
869 |
47,000 |
0.05% |
|
|
| 48 |
Pinnacle Summer Investments, Inc. |
500 |
27,000 |
0.03% |
|
|
| 49 |
WFG Advisors, LP |
470 |
25,000 |
0.03% |
|
|
| 50 |
WASHINGTON TRUST BANK |
345 |
19,000 |
0.02% |
|
|
