| 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
1,058,192 |
58,507,000 |
26.83% |
|
|
| 2 |
ENVESTNET ASSET MANAGEMENT INC |
1,051,675 |
57,758,000 |
26.49% |
|
|
| 3 |
Allianz Asset Management GmbH |
179,590 |
9,863,000 |
4.52% |
|
|
| 4 |
WEALTHFRONT CORP |
113,558 |
6,237,000 |
2.86% |
|
|
| 5 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
111,903 |
6,146,000 |
2.82% |
|
|
| 6 |
BANK OF AMERICA CORP /DE/ |
103,621 |
5,691,000 |
2.61% |
|
|
| 7 |
Frontier Wealth Management LLC |
87,562 |
4,809,000 |
2.21% |
|
|
| 8 |
JANE STREET GROUP, LLC |
84,391 |
4,635,000 |
2.13% |
|
|
| 9 |
Private Advisor Group, LLC |
66,410 |
3,647,000 |
1.67% |
|
|
| 10 |
Charles Schwab Investment Advisory, Inc. |
65,369 |
3,590,000 |
1.65% |
|
|
| 11 |
Kingfisher Capital LLC |
62,841 |
3,451,000 |
1.58% |
|
|
| 12 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
61,436 |
3,375,000 |
1.55% |
|
|
| 13 |
Heritage Wealth Advisors |
60,756 |
3,334,000 |
1.53% |
|
|
| 14 |
FOSTER & MOTLEY INC |
58,226 |
3,198,000 |
1.47% |
|
|
| 15 |
MANAGED ACCOUNT ADVISORS LLC |
46,160 |
2,535,000 |
1.16% |
|
|
| 16 |
Orion Porfolio Solutions, LLC |
46,143 |
2,534,000 |
1.16% |
|
|
| 17 |
MORGAN STANLEY |
41,260 |
2,266,000 |
1.04% |
|
|
| 18 |
Sensible Financial Planning & Management, LLC. |
40,935 |
2,248,000 |
1.03% |
|
|
| 19 |
ROFFMAN MILLER ASSOCIATES INC /PA/ |
40,468 |
2,223,000 |
1.02% |
|
|
| 20 |
ROYAL BANK OF CANADA |
38,840 |
2,133,000 |
0.98% |
|
|
| 21 |
Mosaic Financial Partners, Inc. |
38,094 |
2,092,000 |
0.96% |
|
|
| 22 |
VSR Financial Services, Inc. |
35,674 |
1,959,000 |
0.90% |
|
|
| 23 |
Callahan Advisors, LLC |
34,261 |
1,882,000 |
0.86% |
|
|
| 24 |
Invesco Ltd. |
32,610 |
1,791,000 |
0.82% |
|
|
| 25 |
Ruggie Capital Group |
31,503 |
1,730,000 |
0.79% |
|
|
| 26 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
29,468 |
1,618,000 |
0.74% |
|
|
| 27 |
BUCKINGHAM STRATEGIC WEALTH, LLC |
27,766 |
1,525,000 |
0.70% |
|
|
| 28 |
ALESCO ADVISORS LLC |
22,818 |
1,253,000 |
0.57% |
|
|
| 29 |
JPMORGAN CHASE & CO |
19,090 |
1,048,000 |
0.48% |
|
|
| 30 |
VISTA CAPITAL PARTNERS, INC. |
18,110 |
995,000 |
0.46% |
|
SH |
| 31 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
16,413 |
901,000 |
0.41% |
|
|
| 32 |
Commonwealth Equity Services, Inc |
15,506 |
852,000 |
0.39% |
|
|
| 33 |
VALENTINE VENTURES LLC |
14,537 |
798,000 |
0.37% |
|
|
| 34 |
3D ASSET MANAGEMENT, INC |
13,338 |
733,000 |
0.34% |
|
|
| 35 |
LPL Financial LLC |
12,984 |
718,000 |
0.33% |
|
|
| 36 |
Roof Eidam Maycock Peralta, LLC |
12,700 |
697,000 |
0.32% |
|
|
| 37 |
Perigon Wealth Management, LLC |
11,497 |
631,000 |
0.29% |
|
|
| 38 |
Live Your Vision, LLC |
10,512 |
577,000 |
0.26% |
|
|
| 39 |
SignalPoint Asset Management, LLC |
9,331 |
512,000 |
0.23% |
|
|
| 40 |
AVITY INVESTMENT MANAGEMENT INC. |
8,400 |
468,000 |
0.21% |
|
SH |
| 41 |
Twele Capital Management, Inc. |
8,312 |
456,000 |
0.21% |
|
|
| 42 |
Garde Capital, Inc. |
8,052 |
442,000 |
0.20% |
|
|
| 43 |
FINANCIAL CONSULATE, INC |
7,113 |
391,000 |
0.18% |
|
|
| 44 |
WELLS FARGO & COMPANY/MN |
7,076 |
389,000 |
0.18% |
|
|
| 45 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
7,000 |
384,000 |
0.18% |
Put |
|
| 46 |
BAR HARBOR TRUST SERVICES |
6,783 |
373,000 |
0.17% |
|
|
| 47 |
BENJAMIN F. EDWARDS & COMPANY, INC. |
6,698 |
368,000 |
0.17% |
|
|
| 48 |
Burt Wealth Advisors |
7,425 |
367,000 |
0.17% |
|
|
| 49 |
GUPTA WEALTH MANAGEMENT LLC |
6,371 |
350,000 |
0.16% |
|
|
| 50 |
FutureAdvisor, Inc. |
6,329 |
347,000 |
0.16% |
|
|
