| 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
894,089 |
48,495,000 |
28.24% |
|
|
| 2 |
ENVESTNET ASSET MANAGEMENT INC |
892,131 |
48,389,000 |
28.18% |
|
|
| 3 |
Frontier Wealth Management LLC |
190,919 |
10,355,000 |
6.03% |
|
|
| 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
170,259 |
9,235,000 |
5.38% |
|
|
| 5 |
WEALTHFRONT CORP |
100,538 |
5,453,000 |
3.18% |
|
|
| 6 |
Charles Schwab Investment Advisory, Inc. |
64,055 |
3,474,000 |
2.02% |
|
|
| 7 |
Heritage Wealth Advisors |
62,475 |
3,387,000 |
1.97% |
|
|
| 8 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
58,761 |
3,188,000 |
1.86% |
|
|
| 9 |
Orion Porfolio Solutions, LLC |
44,000 |
2,386,000 |
1.39% |
|
|
| 10 |
Sensible Financial Planning & Management, LLC. |
41,263 |
2,238,000 |
1.30% |
|
|
| 11 |
ROFFMAN MILLER ASSOCIATES INC /PA/ |
38,823 |
2,106,000 |
1.23% |
|
|
| 12 |
Virtu KCG Holdings LLC |
38,595 |
2,093,000 |
1.22% |
|
|
| 13 |
BUCKINGHAM STRATEGIC WEALTH, LLC |
37,467 |
2,032,000 |
1.18% |
|
|
| 14 |
Callahan Advisors, LLC |
36,051 |
1,955,000 |
1.14% |
|
|
| 15 |
Mosaic Financial Partners, Inc. |
35,546 |
1,928,000 |
1.12% |
|
|
| 16 |
Ruggie Capital Group |
31,198 |
1,692,000 |
0.99% |
|
|
| 17 |
Private Advisor Group, LLC |
30,960 |
1,679,000 |
0.98% |
|
|
| 18 |
Kingfisher Capital LLC |
30,831 |
1,672,000 |
0.97% |
|
|
| 19 |
Invesco Ltd. |
29,288 |
1,589,000 |
0.93% |
|
|
| 20 |
ALESCO ADVISORS LLC |
22,205 |
1,204,000 |
0.70% |
|
|
| 21 |
FINANCIAL CONSULATE, INC |
20,361 |
1,104,000 |
0.64% |
|
|
| 22 |
VISTA CAPITAL PARTNERS, INC. |
17,796 |
965,000 |
0.56% |
|
SH |
| 23 |
Commonwealth Equity Services, Inc |
17,398 |
944,000 |
0.55% |
|
|
| 24 |
BANK OF AMERICA CORP /DE/ |
15,221 |
826,000 |
0.48% |
|
|
| 25 |
VALENTINE VENTURES LLC |
14,412 |
782,000 |
0.46% |
|
|
| 26 |
3D ASSET MANAGEMENT, INC |
13,963 |
757,000 |
0.44% |
|
|
| 27 |
SignalPoint Asset Management, LLC |
11,386 |
698,000 |
0.41% |
|
|
| 28 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
12,777 |
693,000 |
0.40% |
|
|
| 29 |
Roof Eidam Maycock Peralta, LLC |
12,700 |
689,000 |
0.40% |
|
|
| 30 |
VSR Financial Services, Inc. |
11,300 |
613,000 |
0.36% |
|
|
| 31 |
Creative Planning |
10,992 |
596,000 |
0.35% |
|
|
| 32 |
Perigon Wealth Management, LLC |
10,902 |
591,000 |
0.34% |
|
|
| 33 |
Live Your Vision, LLC |
10,339 |
564,000 |
0.33% |
|
|
| 34 |
Twele Capital Management, Inc. |
8,654 |
469,000 |
0.27% |
|
|
| 35 |
AVITY INVESTMENT MANAGEMENT INC. |
8,400 |
456,000 |
0.27% |
|
SH |
| 36 |
Burt Wealth Advisors |
8,210 |
445,000 |
0.26% |
|
|
| 37 |
Garde Capital, Inc. |
8,102 |
439,000 |
0.26% |
|
|
| 38 |
GOLDMAN SACHS GROUP INC |
8,030 |
436,000 |
0.25% |
|
|
| 39 |
Allworth Financial LP |
6,906 |
375,000 |
0.22% |
|
|
| 40 |
BENJAMIN F. EDWARDS & COMPANY, INC. |
6,386 |
346,000 |
0.20% |
|
|
| 41 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
6,312 |
342,000 |
0.20% |
|
|
| 42 |
Bangor Savings Bank |
6,084 |
330,000 |
0.19% |
|
|
| 43 |
UBS Group AG |
5,875 |
319,000 |
0.19% |
|
|
| 44 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5,800 |
315,000 |
0.18% |
Put |
|
| 45 |
BAR HARBOR TRUST SERVICES |
5,731 |
311,000 |
0.18% |
|
|
| 46 |
LPL Financial LLC |
5,463 |
296,000 |
0.17% |
|
|
| 47 |
CITIGROUP INC |
5,203 |
282,000 |
0.16% |
|
|
| 48 |
Ifrah Financial Services, Inc. |
4,896 |
266,000 |
0.15% |
|
|
| 49 |
BOK Financial Private Wealth, Inc. |
4,767 |
259,000 |
0.15% |
|
|
| 50 |
Waverly Advisors, LLC |
4,313 |
234,000 |
0.14% |
|
|
