| 1 |
Charles Schwab Investment Advisory, Inc. |
2,707,152 |
148,461,000 |
23.61% |
|
|
| 2 |
UBS Group AG |
1,504,072 |
82,483,000 |
13.12% |
|
|
| 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
1,358,587 |
74,505,000 |
11.85% |
|
|
| 4 |
Pinnacle Advisory Group, Inc. |
834,514 |
45,765,000 |
7.28% |
|
|
| 5 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
589,945 |
32,353,000 |
5.15% |
|
|
| 6 |
Morningstar Investment Services LLC |
339,365 |
18,611,000 |
2.96% |
|
|
| 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
286,746 |
15,725,000 |
2.50% |
|
|
| 8 |
WEALTHFRONT CORP |
265,633 |
14,567,000 |
2.32% |
|
|
| 9 |
Roof Eidam Maycock Peralta, LLC |
198,765 |
10,900,000 |
1.73% |
|
|
| 10 |
FOSTER & MOTLEY INC |
182,308 |
9,998,000 |
1.59% |
|
|
| 11 |
Burt Wealth Advisors |
156,451 |
8,580,000 |
1.36% |
|
|
| 12 |
Capital Investment Advisors, LLC |
149,670 |
8,208,000 |
1.31% |
|
|
| 13 |
Frontier Wealth Management LLC |
133,367 |
7,314,000 |
1.16% |
|
|
| 14 |
LINCOLN CAPITAL CORP |
125,140 |
6,868,000 |
1.09% |
|
|
| 15 |
BANK OF AMERICA CORP /DE/ |
124,687 |
6,838,000 |
1.09% |
|
|
| 16 |
BRONFMAN E.L. ROTHSCHILD, L.P. |
106,423 |
5,836,000 |
0.93% |
|
|
| 17 |
VENTURI WEALTH MANAGEMENT, LLC |
104,160 |
5,712,000 |
0.91% |
|
|
| 18 |
Vigilant Capital Management, LLC |
101,427 |
5,562,000 |
0.88% |
|
|
| 19 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
101,263 |
5,554,000 |
0.88% |
|
|
| 20 |
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC |
87,941 |
4,853,000 |
0.77% |
|
|
| 21 |
LPL Financial LLC |
81,409 |
4,475,000 |
0.71% |
|
|
| 22 |
Ifrah Financial Services, Inc. |
80,432 |
4,411,000 |
0.70% |
|
|
| 23 |
BLUESKY WEALTH ADVISORS, LLC |
75,889 |
4,162,000 |
0.66% |
|
|
| 24 |
Apriem Advisors |
72,500 |
3,976,000 |
0.63% |
|
|
| 25 |
HighTower Advisors, LLC |
72,054 |
3,953,000 |
0.63% |
|
|
| 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
66,054 |
3,622,000 |
0.58% |
|
|
| 27 |
VOYA INVESTMENT MANAGEMENT LLC |
62,596 |
3,433,000 |
0.55% |
|
|
| 28 |
Compagnie Lombard Odier SCmA |
61,500 |
3,373,000 |
0.54% |
|
|
| 29 |
Avior Wealth Management, LLC |
57,271 |
3,141,000 |
0.50% |
|
|
| 30 |
FDx Advisors, Inc. |
57,049 |
3,129,000 |
0.50% |
|
|
| 31 |
Orion Porfolio Solutions, LLC |
56,026 |
3,072,000 |
0.49% |
|
|
| 32 |
Sensible Financial Planning & Management, LLC. |
55,371 |
3,037,000 |
0.48% |
|
|
| 33 |
Kingfisher Capital LLC |
48,215 |
2,644,000 |
0.42% |
|
|
| 34 |
Cambridge Investment Research Advisors, Inc. |
47,266 |
2,592,000 |
0.41% |
|
|
| 35 |
Mosaic Financial Partners, Inc. |
46,813 |
2,567,000 |
0.41% |
|
|
| 36 |
SIGFIG WEALTH MANAGEMENT, LLC |
44,653 |
2,455,000 |
0.39% |
|
|
| 37 |
Private Advisor Group, LLC |
42,561 |
2,351,000 |
0.37% |
|
|
| 38 |
Asset Management Group, Inc. |
37,470 |
2,055,000 |
0.33% |
|
|
| 39 |
Commonwealth Equity Services, Inc |
35,790 |
1,963,000 |
0.31% |
|
|
| 40 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
34,919 |
1,915,000 |
0.30% |
|
|
| 41 |
Transamerica Financial Advisors, LLC |
32,663 |
1,792,000 |
0.29% |
|
|
| 42 |
SUMMIT GLOBAL INVESTMENTS |
28,064 |
1,539,000 |
0.24% |
|
|
| 43 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE |
27,314 |
1,498,000 |
0.24% |
|
|
| 44 |
FLOW TRADERS U.S. LLC |
26,734 |
1,466,000 |
0.23% |
|
|
| 45 |
ALESCO ADVISORS LLC |
26,135 |
1,433,000 |
0.23% |
|
|
| 46 |
GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC |
24,900 |
1,366,000 |
0.22% |
|
|
| 47 |
Callahan Advisors, LLC |
24,109 |
1,322,000 |
0.21% |
|
|
| 48 |
THOMPSON SIEGEL & WALMSLEY LLC |
22,775 |
1,249,000 |
0.20% |
|
|
| 49 |
Roundview Capital LLC |
21,660 |
1,188,000 |
0.19% |
|
|
| 50 |
Friedenthal Financial |
20,911 |
1,147,000 |
0.18% |
|
|
