| 1 |
Beaumont Financial Partners, LLC |
1,035,508 |
31,158,000 |
34.81% |
|
|
| 2 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
999,546 |
30,033,000 |
33.55% |
|
|
| 3 |
ENVESTNET ASSET MANAGEMENT INC |
223,207 |
6,716,000 |
7.50% |
|
|
| 4 |
Commonwealth Equity Services, Inc |
143,203 |
4,309,000 |
4.81% |
|
|
| 5 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
88,200 |
2,654,000 |
2.97% |
|
|
| 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
81,024 |
2,438,000 |
2.72% |
|
|
| 7 |
Orion Porfolio Solutions, LLC |
71,000 |
2,136,000 |
2.39% |
|
|
| 8 |
Cambridge Investment Research Advisors, Inc. |
59,410 |
1,788,000 |
2.00% |
|
|
| 9 |
LPL Financial LLC |
53,586 |
1,585,000 |
1.77% |
|
|
| 10 |
MORGAN STANLEY |
45,224 |
1,361,000 |
1.52% |
|
|
| 11 |
VICUS CAPITAL |
44,218 |
1,331,000 |
1.49% |
|
|
| 12 |
BANK OF AMERICA CORP /DE/ |
34,402 |
1,035,000 |
1.16% |
|
|
| 13 |
Argentus Capital Management, LLC |
23,783 |
716,000 |
0.80% |
|
|
| 14 |
Rehmann Capital Advisory Group |
23,489 |
707,000 |
0.79% |
|
|
| 15 |
KMS FINANCIAL SERVICES, INC |
17,427 |
525,000 |
0.59% |
|
|
| 16 |
RAND WEALTH, LLC |
12,801 |
385,000 |
0.43% |
|
|
| 17 |
UBS AG |
12,103 |
364,000 |
0.41% |
|
|
| 18 |
Court Place Advisors, LLC |
7,400 |
223,000 |
0.25% |
|
|
| 19 |
ROYAL BANK OF CANADA |
707 |
21,000 |
0.02% |
|
|
| 20 |
MSI Financial Services Inc |
400 |
12,000 |
0.01% |
|
|
| 21 |
Creative Planning |
198 |
6,000 |
0.01% |
|
|
| 22 |
AMERICAN INTERNATIONAL GROUP, INC. |
100 |
3,009 |
0.00% |
|
|
| 23 |
Shamrock Asset Management LLC |
0 |
0 |
0.00% |
|
|
