| 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
1,225,149 |
66,415,000 |
26.17% |
|
|
| 2 |
ENVESTNET ASSET MANAGEMENT INC |
1,217,560 |
66,004,000 |
26.01% |
|
|
| 3 |
Charles Schwab Investment Advisory, Inc. |
403,554 |
21,877,000 |
8.62% |
|
|
| 4 |
Frontier Wealth Management LLC |
192,911 |
10,458,000 |
4.12% |
|
|
| 5 |
Allianz Asset Management GmbH |
179,490 |
9,730,000 |
3.83% |
|
|
| 6 |
WEALTHFRONT CORP |
100,282 |
5,436,000 |
2.14% |
|
|
| 7 |
MANAGED ACCOUNT ADVISORS LLC |
98,349 |
5,331,000 |
2.10% |
|
|
| 8 |
BANK OF AMERICA CORP /DE/ |
89,873 |
4,872,000 |
1.92% |
|
|
| 9 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
88,473 |
4,796,000 |
1.89% |
|
|
| 10 |
FOSTER & MOTLEY INC |
79,412 |
4,305,000 |
1.70% |
|
|
| 11 |
Private Advisor Group, LLC |
72,760 |
3,944,000 |
1.55% |
|
|
| 12 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
65,279 |
3,539,000 |
1.39% |
|
|
| 13 |
Kingfisher Capital LLC |
62,970 |
3,414,000 |
1.35% |
|
|
| 14 |
JANE STREET GROUP, LLC |
62,237 |
3,374,000 |
1.33% |
|
|
| 15 |
Orion Porfolio Solutions, LLC |
46,556 |
2,524,000 |
0.99% |
|
|
| 16 |
Sensible Financial Planning & Management, LLC. |
43,076 |
2,335,000 |
0.92% |
|
|
| 17 |
MORGAN STANLEY |
42,135 |
2,284,000 |
0.90% |
|
|
| 18 |
Ruggie Capital Group |
39,455 |
2,139,000 |
0.84% |
|
|
| 19 |
Mosaic Financial Partners, Inc. |
38,663 |
2,096,000 |
0.83% |
|
|
| 20 |
VSR Financial Services, Inc. |
37,953 |
2,057,000 |
0.81% |
|
|
| 21 |
Callahan Advisors, LLC |
37,675 |
2,042,000 |
0.80% |
|
|
| 22 |
Invesco Ltd. |
35,750 |
1,938,000 |
0.76% |
|
|
| 23 |
ROYAL BANK OF CANADA |
28,884 |
1,566,000 |
0.62% |
|
|
| 24 |
ROFFMAN MILLER ASSOCIATES INC /PA/ |
25,184 |
1,365,000 |
0.54% |
|
|
| 25 |
ALESCO ADVISORS LLC |
23,935 |
1,298,000 |
0.51% |
|
|
| 26 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
22,128 |
1,200,000 |
0.47% |
|
|
| 27 |
BUCKINGHAM STRATEGIC WEALTH, LLC |
19,433 |
1,053,000 |
0.41% |
|
|
| 28 |
VISTA CAPITAL PARTNERS, INC. |
19,321 |
1,047,000 |
0.41% |
|
SH |
| 29 |
Commonwealth Equity Services, Inc |
15,136 |
821,000 |
0.32% |
|
|
| 30 |
VALENTINE VENTURES LLC |
15,066 |
817,000 |
0.32% |
|
|
| 31 |
Burt Wealth Advisors |
14,615 |
792,000 |
0.31% |
|
|
| 32 |
NATIONAL PLANNING CORP |
13,357 |
726,000 |
0.29% |
|
|
| 33 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13,375 |
725,000 |
0.29% |
|
|
| 34 |
3D ASSET MANAGEMENT, INC |
12,923 |
701,000 |
0.28% |
|
|
| 35 |
Perigon Wealth Management, LLC |
11,826 |
641,000 |
0.25% |
|
|
| 36 |
Live Your Vision, LLC |
11,216 |
606,000 |
0.24% |
|
|
| 37 |
Simplicity Solutions, LLC |
10,245 |
555,381 |
0.22% |
|
|
| 38 |
SignalPoint Asset Management, LLC |
9,331 |
512,000 |
0.20% |
|
|
| 39 |
LPL Financial LLC |
9,070 |
494,000 |
0.19% |
|
|
| 40 |
Cambridge Investment Research Advisors, Inc. |
8,561 |
464,000 |
0.18% |
|
|
| 41 |
AVITY INVESTMENT MANAGEMENT INC. |
8,400 |
455,000 |
0.18% |
|
SH |
| 42 |
Twele Capital Management, Inc. |
8,312 |
451,000 |
0.18% |
|
|
| 43 |
Transamerica Financial Advisors, LLC |
8,241 |
447,000 |
0.18% |
|
|
| 44 |
Roof Eidam Maycock Peralta, LLC |
8,200 |
445,000 |
0.18% |
|
|
| 45 |
Garde Capital, Inc. |
6,914 |
375,000 |
0.15% |
|
|
| 46 |
BENJAMIN F. EDWARDS & COMPANY, INC. |
6,901 |
374,000 |
0.15% |
|
|
| 47 |
BAR HARBOR TRUST SERVICES |
6,853 |
371,000 |
0.15% |
|
|
| 48 |
FutureAdvisor, Inc. |
6,671 |
361,000 |
0.14% |
|
|
| 49 |
GUPTA WEALTH MANAGEMENT LLC |
6,371 |
345,000 |
0.14% |
|
|
| 50 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
6,299 |
341,000 |
0.13% |
|
|
