| 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
759,341 |
76,192,000 |
30.84% |
|
|
| 2 |
ENVESTNET ASSET MANAGEMENT INC |
750,370 |
75,292,000 |
30.48% |
|
|
| 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
201,101 |
20,178,000 |
8.17% |
|
|
| 4 |
BANK OF AMERICA CORP /DE/ |
125,223 |
12,564,000 |
5.09% |
|
|
| 5 |
WELLS FARGO & COMPANY/MN |
61,705 |
6,191,000 |
2.51% |
|
|
| 6 |
HOLLENCREST CAPITAL MANAGEMENT |
54,785 |
5,497,000 |
2.23% |
|
|
| 7 |
RAND WEALTH, LLC |
48,611 |
4,878,000 |
1.97% |
|
|
| 8 |
JANE STREET GROUP, LLC |
43,724 |
4,387,000 |
1.78% |
|
|
| 9 |
Arlington Capital Management, Inc. |
33,748 |
3,386,000 |
1.37% |
|
|
| 10 |
PHILLIPS FINANCIAL MANAGEMENT, LLC |
32,771 |
3,286,000 |
1.33% |
|
|
| 11 |
RAYMOND JAMES & ASSOCIATES |
31,329 |
3,144,000 |
1.27% |
|
|
| 12 |
STERLING INVESTMENT ADVISORS LLC /ADV |
30,698 |
3,080,000 |
1.25% |
|
|
| 13 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION |
29,621 |
2,972,000 |
1.20% |
|
|
| 14 |
NORTHWEST INVESTMENT COUNSELORS, LLC |
28,793 |
2,889,000 |
1.17% |
|
|
| 15 |
MORGAN STANLEY |
28,278 |
2,837,000 |
1.15% |
|
|
| 16 |
Wealthquest Corp |
27,175 |
2,727,000 |
1.10% |
|
|
| 17 |
LPL Financial LLC |
25,063 |
2,514,000 |
1.02% |
|
|
| 18 |
ROYAL BANK OF CANADA |
19,644 |
1,972,000 |
0.80% |
|
|
| 19 |
Rehmann Capital Advisory Group |
18,163 |
1,822,000 |
0.74% |
|
|
| 20 |
CIBC WORLD MARKET INC. |
12,222 |
1,226,000 |
0.50% |
|
|
| 21 |
Mariner, LLC |
10,477 |
1,051,000 |
0.43% |
|
|
| 22 |
JPMORGAN CHASE & CO |
9,849 |
988,000 |
0.40% |
|
|
| 23 |
Homrich & Berg |
8,917 |
895,000 |
0.36% |
|
|
| 24 |
Orion Porfolio Solutions, LLC |
7,860 |
789,000 |
0.32% |
|
|
| 25 |
BANK OF MONTREAL /CAN/ |
6,210 |
623,000 |
0.25% |
|
|
| 26 |
Commonwealth Equity Services, Inc |
5,815 |
583,000 |
0.24% |
|
|
| 27 |
VICUS CAPITAL |
5,433 |
545,000 |
0.22% |
|
|
| 28 |
Sigma Planning Corp |
5,423 |
544,000 |
0.22% |
|
|
| 29 |
AMERIPRISE FINANCIAL INC |
5,002 |
502,000 |
0.20% |
|
|
| 30 |
UBS Group AG |
4,527 |
454,000 |
0.18% |
|
|
| 31 |
Cambridge Investment Research Advisors, Inc. |
4,221 |
424,000 |
0.17% |
|
|
| 32 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3,492 |
350,000 |
0.14% |
|
|
| 33 |
CITIGROUP INC |
2,907 |
292,000 |
0.12% |
|
|
| 34 |
COBIZ WEALTH, LLC |
2,841 |
285,000 |
0.12% |
|
|
| 35 |
FormulaFolio Investments, LLC |
2,631 |
264,000 |
0.11% |
|
|
| 36 |
ICONIQ Capital, LLC |
2,375 |
238,000 |
0.10% |
|
|
| 37 |
Virtu KCG Holdings LLC |
2,066 |
207,000 |
0.08% |
|
|
| 38 |
Crossvault Capital Management LLC |
2,023 |
203,000 |
0.08% |
|
|
| 39 |
AMERICAN INTERNATIONAL GROUP, INC. |
1,993 |
200,000 |
0.08% |
|
|
| 40 |
Advisory Services Network, LLC |
1,900 |
191,000 |
0.08% |
|
|
| 41 |
D.A. DAVIDSON & CO. |
1,130 |
113,000 |
0.05% |
|
|
| 42 |
Barrett Asset Management, LLC |
1,055 |
106,000 |
0.04% |
|
|
| 43 |
MSI Financial Services Inc |
322 |
32,000 |
0.01% |
|
|
| 44 |
KRILOGY FINANCIAL LLC |
295 |
30,000 |
0.01% |
|
|
| 45 |
WFG Advisors, LP |
242 |
24,000 |
0.01% |
|
|
| 46 |
CLEAR INVESTMENT RESEARCH, LLC |
214 |
21,000 |
0.01% |
|
|
| 47 |
Vantage Investment Advisors, LLC |
179 |
18,000 |
0.01% |
|
|
| 48 |
WEALTHFRONT CORP |
103 |
10,000 |
0.00% |
|
|
| 49 |
PNC FINANCIAL SERVICES GROUP, INC. |
60 |
6,000 |
0.00% |
|
|
| 50 |
Parallax Volatility Advisers, L.P. |
1 |
0 |
0.00% |
|
|
