| 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
150,063 |
15,021,000 |
19.82% |
|
|
| 2 |
ENVESTNET ASSET MANAGEMENT INC |
148,830 |
14,898,000 |
19.65% |
|
|
| 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
108,392 |
10,857,000 |
14.32% |
|
|
| 4 |
Homrich & Berg |
79,572 |
7,965,000 |
10.51% |
|
|
| 5 |
BANK OF AMERICA CORP /DE/ |
56,965 |
5,702,000 |
7.52% |
|
|
| 6 |
Jefferies Group LLC |
39,418 |
3,946,000 |
5.21% |
|
|
| 7 |
MORGAN STANLEY |
37,822 |
3,786,000 |
4.99% |
|
|
| 8 |
NORTHWEST INVESTMENT COUNSELORS, LLC |
30,558 |
3,059,000 |
4.04% |
|
|
| 9 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION |
29,621 |
2,965,000 |
3.91% |
|
|
| 10 |
PHILLIPS FINANCIAL MANAGEMENT, LLC |
20,896 |
2,099,000 |
2.77% |
|
|
| 11 |
ROYAL BANK OF CANADA |
9,436 |
945,000 |
1.25% |
|
|
| 12 |
Beaumont Financial Partners, LLC |
8,029 |
804,000 |
1.06% |
|
|
| 13 |
LPL Financial LLC |
7,434 |
745,000 |
0.98% |
|
|
| 14 |
COBIZ WEALTH, LLC |
7,430 |
744,000 |
0.98% |
|
|
| 15 |
NORRIS PERNE & FRENCH LLP/MI |
4,430 |
443,000 |
0.58% |
|
|
| 16 |
VICUS CAPITAL |
2,957 |
296,000 |
0.39% |
|
|
| 17 |
Cambridge Investment Research Advisors, Inc. |
2,959 |
296,000 |
0.39% |
|
|
| 18 |
Vantage Investment Advisors, LLC |
2,900 |
290,000 |
0.38% |
|
|
| 19 |
CREDIT SUISSE AG/ |
2,895 |
290,000 |
0.38% |
|
|
| 20 |
AMERICAN INTERNATIONAL GROUP, INC. |
1,592 |
159,352 |
0.21% |
|
|
| 21 |
BlackRock Investment Management, LLC |
1,342 |
134,000 |
0.18% |
|
|
| 22 |
AMERIPRISE FINANCIAL INC |
947 |
95,000 |
0.13% |
|
|
| 23 |
D.A. DAVIDSON & CO. |
600 |
60,000 |
0.08% |
|
|
| 24 |
Private Advisor Group, LLC |
580 |
58,000 |
0.08% |
|
|
| 25 |
Orion Porfolio Solutions, LLC |
568 |
57,000 |
0.08% |
|
|
| 26 |
UBS AG |
539 |
54,000 |
0.07% |
|
|
| 27 |
MSI Financial Services Inc |
159 |
16,000 |
0.02% |
|
|
| 28 |
Regal Investment Advisors LLC |
144 |
14,000 |
0.02% |
|
|
| 29 |
WFG Advisors, LP |
13 |
1,000 |
0.00% |
|
|
