| 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
1,487,733 |
63,720,000 |
35.54% |
|
|
| 2 |
Summit Asset Management, LLC |
230,193 |
9,859,000 |
5.50% |
|
|
| 3 |
Gemmer Asset Management LLC |
228,930 |
9,805,000 |
5.47% |
|
|
| 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
218,708 |
9,367,000 |
5.23% |
|
|
| 5 |
One Capital Management, LLC |
165,617 |
7,093,000 |
3.96% |
|
|
| 6 |
ENVESTNET ASSET MANAGEMENT INC |
164,641 |
7,052,000 |
3.93% |
|
|
| 7 |
PIERSHALE FINANCIAL GROUP, INC. |
155,831 |
6,674,000 |
3.72% |
|
|
| 8 |
Sequoia Financial Advisors, LLC |
152,007 |
6,510,000 |
3.63% |
|
|
| 9 |
Newman Dignan & Sheerar, Inc. |
133,215 |
5,706,000 |
3.18% |
|
|
| 10 |
LPL Financial LLC |
83,786 |
3,589,000 |
2.00% |
|
|
| 11 |
Tradewinds Capital Management, LLC |
79,721 |
3,414,000 |
1.90% |
|
|
| 12 |
BANK OF AMERICA CORP /DE/ |
69,961 |
2,996,000 |
1.67% |
|
|
| 13 |
SCHRODER INVESTMENT MANAGEMENT GROUP |
65,448 |
2,803,138 |
1.56% |
|
|
| 14 |
IMA Advisory Services, Inc. |
59,054 |
2,529,000 |
1.41% |
|
|
| 15 |
CONDOR CAPITAL MANAGEMENT |
56,856 |
2,435,000 |
1.36% |
|
|
| 16 |
Live Your Vision, LLC |
54,255 |
2,324,000 |
1.30% |
|
|
| 17 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
51,427 |
2,203,000 |
1.23% |
|
|
| 18 |
CITIGROUP INC |
50,000 |
2,142,000 |
1.19% |
|
|
| 19 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC |
41,275 |
1,767,808 |
0.99% |
|
|
| 20 |
MORGAN STANLEY |
40,380 |
1,729,000 |
0.96% |
|
|
| 21 |
Mariner, LLC |
37,505 |
1,606,000 |
0.90% |
|
|
| 22 |
ProVise Management Group, LLC |
36,957 |
1,584,000 |
0.88% |
|
|
| 23 |
WELLS FARGO & COMPANY/MN |
33,471 |
1,434,000 |
0.80% |
|
|
| 24 |
GHP Investment Advisors, Inc. |
32,073 |
1,374,000 |
0.77% |
|
|
| 25 |
ACG Wealth |
24,160 |
1,035,000 |
0.58% |
|
|
| 26 |
Stearns Financial Services Group |
23,955 |
1,026,000 |
0.57% |
|
|
| 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
22,660 |
971,000 |
0.54% |
|
|
| 28 |
Timber Hill LLC |
20,674 |
885,000 |
0.49% |
|
|
| 29 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
20,100 |
861,000 |
0.48% |
Put |
|
| 30 |
Carlson Capital Management |
19,987 |
856,000 |
0.48% |
|
|
| 31 |
BlackRock Institutional Trust Company, N.A. |
18,573 |
795,000 |
0.44% |
|
|
| 32 |
Atria Investments, Inc |
18,399 |
788,000 |
0.44% |
|
|
| 33 |
Orion Porfolio Solutions, LLC |
18,191 |
779,000 |
0.43% |
|
|
| 34 |
AMERIPRISE FINANCIAL INC |
17,688 |
758,000 |
0.42% |
|
|
| 35 |
SOUTH TEXAS MONEY MANAGEMENT LTD |
17,443 |
747,000 |
0.42% |
|
|
| 36 |
CAHILL FINANCIAL ADVISORS INC |
15,626 |
670,000 |
0.37% |
|
|
| 37 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
15,416 |
660,000 |
0.37% |
|
|
| 38 |
Winfield Associates, Inc. |
15,174 |
649,000 |
0.36% |
|
|
| 39 |
Cambridge Investment Research Advisors, Inc. |
12,819 |
549,000 |
0.31% |
|
|
| 40 |
GREENWOOD CAPITAL ASSOCIATES LLC |
11,655 |
499,000 |
0.28% |
|
|
| 41 |
Garde Capital, Inc. |
11,558 |
495,000 |
0.28% |
|
|
| 42 |
BANK OF MONTREAL /CAN/ |
10,499 |
450,000 |
0.25% |
|
|
| 43 |
Nadler Financial Group, Inc. |
10,469 |
448,000 |
0.25% |
|
|
| 44 |
SII INVESTMENTS INC/WI |
10,247 |
438,000 |
0.24% |
|
|
| 45 |
AVITY INVESTMENT MANAGEMENT INC. |
9,700 |
415,000 |
0.23% |
|
SH |
| 46 |
DUNCKER STREETT & CO INC |
9,623 |
412,000 |
0.23% |
|
|
| 47 |
ALESCO ADVISORS LLC |
8,361 |
358,000 |
0.20% |
|
|
| 48 |
Roundview Capital LLC |
8,047 |
345,000 |
0.19% |
|
|
| 49 |
Tuttle Capital Management, LLC |
7,802 |
336,000 |
0.19% |
|
|
| 50 |
Cetera Advisor Networks LLC |
7,504 |
322,000 |
0.18% |
|
|
