| 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
1,529,991 |
81,288,000 |
27.09% |
|
|
| 2 |
ENVESTNET ASSET MANAGEMENT INC |
1,516,256 |
80,559,000 |
26.84% |
|
|
| 3 |
Charles Schwab Investment Advisory, Inc. |
693,981 |
36,871,000 |
12.29% |
|
|
| 4 |
BANK OF AMERICA CORP /DE/ |
235,906 |
12,534,000 |
4.18% |
|
|
| 5 |
Frontier Wealth Management LLC |
147,979 |
7,862,000 |
2.62% |
|
|
| 6 |
WEALTHFRONT CORP |
127,193 |
6,758,000 |
2.25% |
|
|
| 7 |
FOSTER & MOTLEY INC |
124,873 |
6,635,000 |
2.21% |
|
|
| 8 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
83,836 |
4,454,000 |
1.48% |
|
|
| 9 |
RAYMOND JAMES & ASSOCIATES |
70,571 |
3,749,000 |
1.25% |
|
|
| 10 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
69,337 |
3,684,000 |
1.23% |
|
|
| 11 |
Kingfisher Capital LLC |
66,164 |
3,515,000 |
1.17% |
|
|
| 12 |
BRONFMAN E.L. ROTHSCHILD, L.P. |
64,458 |
3,425,000 |
1.14% |
|
|
| 13 |
JANE STREET GROUP, LLC |
61,517 |
3,268,000 |
1.09% |
|
|
| 14 |
Private Advisor Group, LLC |
60,260 |
3,202,000 |
1.07% |
|
|
| 15 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
48,171 |
2,559,000 |
0.85% |
|
|
| 16 |
Sensible Financial Planning & Management, LLC. |
44,371 |
2,357,000 |
0.79% |
|
|
| 17 |
Mosaic Financial Partners, Inc. |
41,846 |
2,223,000 |
0.74% |
|
|
| 18 |
VSR Financial Services, Inc. |
40,908 |
2,173,000 |
0.72% |
|
|
| 19 |
LPL Financial LLC |
40,318 |
2,147,000 |
0.72% |
|
|
| 20 |
Invesco Ltd. |
31,520 |
1,675,000 |
0.56% |
|
|
| 21 |
MORGAN STANLEY |
30,969 |
1,645,000 |
0.55% |
|
|
| 22 |
GIRARD SECURITIES, INC. |
29,780 |
1,581,000 |
0.53% |
|
|
| 23 |
Callahan Advisors, LLC |
27,604 |
1,467,000 |
0.49% |
|
|
| 24 |
STIFEL FINANCIAL CORP |
26 |
1,377,000 |
0.46% |
|
|
| 25 |
ALESCO ADVISORS LLC |
22,103 |
1,174,000 |
0.39% |
|
|
| 26 |
VISTA CAPITAL PARTNERS, INC. |
19,559 |
1,039,000 |
0.35% |
|
SH |
| 27 |
Allianz Asset Management GmbH |
18,418 |
979,000 |
0.33% |
|
|
| 28 |
Asset Management Group, Inc. |
17,467 |
928,000 |
0.31% |
|
|
| 29 |
Burt Wealth Advisors |
14,579 |
774,000 |
0.26% |
|
|
| 30 |
Transamerica Financial Advisors, LLC |
14,403 |
766,000 |
0.26% |
|
|
| 31 |
VALENTINE VENTURES LLC |
14,278 |
759,000 |
0.25% |
|
|
| 32 |
Portfolio Solutions, LLC |
13,240 |
703,000 |
0.23% |
|
|
| 33 |
Landmark Financial Advisors, LLC |
13,061 |
693,000 |
0.23% |
|
|
| 34 |
NATIONAL PLANNING CORP |
12,682 |
684,000 |
0.23% |
|
|
| 35 |
BUCKINGHAM STRATEGIC WEALTH, LLC |
12,597 |
669,000 |
0.22% |
|
|
| 36 |
Perigon Wealth Management, LLC |
12,253 |
651,000 |
0.22% |
|
|
| 37 |
ROYAL BANK OF CANADA |
11,956 |
635,000 |
0.21% |
|
|
| 38 |
ALLEGIS INVESTMENT ADVISORS, LLC |
11,861 |
630,000 |
0.21% |
|
|
| 39 |
Live Your Vision, LLC |
11,823 |
628,000 |
0.21% |
|
|
| 40 |
ROFFMAN MILLER ASSOCIATES INC /PA/ |
11,258 |
598,000 |
0.20% |
|
|
| 41 |
3D ASSET MANAGEMENT, INC |
10,892 |
579,000 |
0.19% |
|
|
| 42 |
Garde Capital, Inc. |
10,809 |
574,000 |
0.19% |
|
|
| 43 |
Virtu KCG Holdings LLC |
10,263 |
545,000 |
0.18% |
|
|
| 44 |
Cambridge Investment Research Advisors, Inc. |
9,328 |
496,000 |
0.17% |
|
|
| 45 |
SignalPoint Asset Management, LLC |
9,142 |
486,000 |
0.16% |
|
|
| 46 |
Friedenthal Financial |
7,722 |
410,000 |
0.14% |
|
|
| 47 |
SRH ADVISORS, LLC |
7,035 |
374,000 |
0.12% |
|
|
| 48 |
BAR HARBOR TRUST SERVICES |
6,918 |
368,000 |
0.12% |
|
|
| 49 |
Patten Group, Inc. |
6,916 |
367,470 |
0.12% |
|
|
| 50 |
Bison Wealth, LLC |
6,855 |
364,000 |
0.12% |
|
|
