| 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
1,394,768 |
74,857,000 |
27.33% |
|
|
| 2 |
ENVESTNET ASSET MANAGEMENT INC |
1,356,843 |
72,822,000 |
26.58% |
|
|
| 3 |
Charles Schwab Investment Advisory, Inc. |
555,004 |
29,787,000 |
10.87% |
|
|
| 4 |
BANK OF AMERICA CORP /DE/ |
220,840 |
11,852,000 |
4.33% |
|
|
| 5 |
Allianz Asset Management GmbH |
135,991 |
7,299,000 |
2.66% |
|
|
| 6 |
Frontier Wealth Management LLC |
127,204 |
6,827,000 |
2.49% |
|
|
| 7 |
WEALTHFRONT CORP |
113,773 |
6,106,000 |
2.23% |
|
|
| 8 |
FOSTER & MOTLEY INC |
89,540 |
4,806,000 |
1.75% |
|
|
| 9 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
72,093 |
3,869,000 |
1.41% |
|
|
| 10 |
Private Advisor Group, LLC |
69,305 |
3,720,000 |
1.36% |
|
|
| 11 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
66,374 |
3,564,000 |
1.30% |
|
|
| 12 |
Kingfisher Capital LLC |
65,793 |
3,531,000 |
1.29% |
|
|
| 13 |
Orion Porfolio Solutions, LLC |
48,308 |
2,593,000 |
0.95% |
|
|
| 14 |
ROYAL BANK OF CANADA |
46,439 |
2,493,000 |
0.91% |
|
|
| 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
45,411 |
2,438,000 |
0.89% |
|
|
| 16 |
Sensible Financial Planning & Management, LLC. |
44,020 |
2,363,000 |
0.86% |
|
|
| 17 |
Ruggie Capital Group |
41,351 |
2,233,000 |
0.82% |
|
|
| 18 |
JANE STREET GROUP, LLC |
39,261 |
2,107,000 |
0.77% |
|
|
| 19 |
VSR Financial Services, Inc. |
38,707 |
2,077,000 |
0.76% |
|
|
| 20 |
Mosaic Financial Partners, Inc. |
38,475 |
2,065,000 |
0.75% |
|
|
| 21 |
Invesco Ltd. |
34,613 |
1,858,000 |
0.68% |
|
|
| 22 |
MORGAN STANLEY |
32,466 |
1,742,000 |
0.64% |
|
|
| 23 |
Callahan Advisors, LLC |
27,696 |
1,486,000 |
0.54% |
|
|
| 24 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
26,689 |
1,445,000 |
0.53% |
|
|
| 25 |
ALESCO ADVISORS LLC |
24,093 |
1,293,000 |
0.47% |
|
|
| 26 |
LPL Financial LLC |
20,693 |
1,118,000 |
0.41% |
|
|
| 27 |
VISTA CAPITAL PARTNERS, INC. |
20,169 |
1,082,000 |
0.39% |
|
SH |
| 28 |
Atria Investments, Inc |
46 |
854,000 |
0.31% |
|
|
| 29 |
VALENTINE VENTURES LLC |
15,276 |
820,000 |
0.30% |
|
|
| 30 |
BUCKINGHAM STRATEGIC WEALTH, LLC |
14,009 |
752,000 |
0.27% |
|
|
| 31 |
NATIONAL PLANNING CORP |
13,082 |
702,000 |
0.26% |
|
|
| 32 |
Perigon Wealth Management, LLC |
13,066 |
701,000 |
0.26% |
|
|
| 33 |
Transamerica Financial Advisors, LLC |
12,880 |
692,000 |
0.25% |
|
|
| 34 |
3D ASSET MANAGEMENT, INC |
12,108 |
650,000 |
0.24% |
|
|
| 35 |
ROFFMAN MILLER ASSOCIATES INC /PA/ |
11,508 |
618,000 |
0.23% |
|
|
| 36 |
Live Your Vision, LLC |
10,935 |
587,000 |
0.21% |
|
|
| 37 |
WELLS FARGO & COMPANY/MN |
10,918 |
586,000 |
0.21% |
|
|
| 38 |
Asset Management Group, Inc. |
9,751 |
523,000 |
0.19% |
|
|
| 39 |
Cambridge Investment Research Advisors, Inc. |
9,559 |
513,000 |
0.19% |
|
|
| 40 |
SignalPoint Asset Management, LLC |
9,137 |
490,000 |
0.18% |
|
|
| 41 |
Tuttle Capital Management, LLC |
8,773 |
470,000 |
0.17% |
|
|
| 42 |
Garde Capital, Inc. |
7,948 |
427,000 |
0.16% |
|
|
| 43 |
BAR HARBOR TRUST SERVICES |
7,254 |
389,000 |
0.14% |
|
|
| 44 |
BENJAMIN F. EDWARDS & COMPANY, INC. |
7,040 |
378,000 |
0.14% |
|
|
| 45 |
Bison Wealth, LLC |
6,328 |
340,000 |
0.12% |
|
|
| 46 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
6,299 |
338,000 |
0.12% |
|
|
| 47 |
Roof Eidam Maycock Peralta, LLC |
6,300 |
338,000 |
0.12% |
|
|
| 48 |
FutureAdvisor, Inc. |
6,125 |
329,000 |
0.12% |
|
|
| 49 |
SRH ADVISORS, LLC |
6,040 |
324,000 |
0.12% |
|
|
| 50 |
GUPTA WEALTH MANAGEMENT LLC |
6,011 |
323,000 |
0.12% |
|
|
