| 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
1,111,736 |
51,140,000 |
20.53% |
|
|
| 2 |
Marquette Asset Management, LLC |
895,315 |
41,184,000 |
16.53% |
|
|
| 3 |
HENGEHOLD CAPITAL MANAGEMENT LLC |
692,243 |
31,843,000 |
12.78% |
|
|
| 4 |
GOLDMAN SACHS GROUP INC |
310,982 |
14,305,000 |
5.74% |
|
|
| 5 |
Gemmer Asset Management LLC |
229,724 |
10,567,000 |
4.24% |
|
|
| 6 |
Summit Asset Management, LLC |
216,200 |
9,945,000 |
3.99% |
|
|
| 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
188,277 |
8,661,000 |
3.48% |
|
|
| 8 |
ENVESTNET ASSET MANAGEMENT INC |
156,245 |
7,187,000 |
2.88% |
|
|
| 9 |
ProVise Management Group, LLC |
154,523 |
7,108,000 |
2.85% |
|
|
| 10 |
Newman Dignan & Sheerar, Inc. |
145,927 |
6,713,000 |
2.69% |
|
|
| 11 |
Sequoia Financial Advisors, LLC |
116,046 |
5,338,000 |
2.14% |
|
|
| 12 |
One Capital Management, LLC |
109,491 |
5,037,000 |
2.02% |
|
|
| 13 |
Tradewinds Capital Management, LLC |
77,166 |
3,550,000 |
1.42% |
|
|
| 14 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
74,404 |
3,423,000 |
1.37% |
|
|
| 15 |
Live Your Vision, LLC |
73,839 |
3,397,000 |
1.36% |
|
|
| 16 |
Mariner, LLC |
72,973 |
3,357,000 |
1.35% |
|
|
| 17 |
CABOT WEALTH MANAGEMENT INC |
72,496 |
3,335,000 |
1.34% |
|
|
| 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
58,546 |
2,693,000 |
1.08% |
|
|
| 19 |
CITIGROUP INC |
50,000 |
2,300,000 |
0.92% |
|
|
| 20 |
Orion Porfolio Solutions, LLC |
48,273 |
2,221,000 |
0.89% |
|
|
| 21 |
CONDOR CAPITAL MANAGEMENT |
43,631 |
2,007,000 |
0.81% |
|
|
| 22 |
DRW Securities, LLC |
43,074 |
1,981,000 |
0.80% |
|
|
| 23 |
BlackRock Institutional Trust Company, N.A. |
38,800 |
1,785,000 |
0.72% |
|
|
| 24 |
Curbstone Financial Management Corp |
35,480 |
1,632,000 |
0.66% |
|
|
| 25 |
IMA Advisory Services, Inc. |
32,753 |
1,507,000 |
0.60% |
|
|
| 26 |
GHP Investment Advisors, Inc. |
28,903 |
1,330,000 |
0.53% |
|
|
| 27 |
Eagle Capital Management, LLC |
27,216 |
1,252,000 |
0.50% |
|
|
| 28 |
Allianz Asset Management GmbH |
25,000 |
1,150,000 |
0.46% |
|
|
| 29 |
MORGAN STANLEY |
23,733 |
1,091,000 |
0.44% |
|
|
| 30 |
BANK OF AMERICA CORP /DE/ |
21,660 |
997,000 |
0.40% |
|
|
| 31 |
Destination Wealth Management |
21,485 |
988,000 |
0.40% |
|
|
| 32 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
19,088 |
878,000 |
0.35% |
|
|
| 33 |
Timber Hill LLC |
18,365 |
845,000 |
0.34% |
|
|
| 34 |
Stearns Financial Services Group |
18,322 |
843,000 |
0.34% |
|
|
| 35 |
L. Roy Papp & Associates, LLP |
16,263 |
748,000 |
0.30% |
|
|
| 36 |
LPL Financial LLC |
15,771 |
725,000 |
0.29% |
|
|
| 37 |
Madden Advisory Services, Inc. |
14,793 |
680,000 |
0.27% |
|
|
| 38 |
UBS AG |
14,767 |
679,000 |
0.27% |
|
|
| 39 |
AMERIPRISE FINANCIAL INC |
14,745 |
678,000 |
0.27% |
|
|
| 40 |
SOUTH TEXAS MONEY MANAGEMENT LTD |
13,067 |
601,000 |
0.24% |
|
|
| 41 |
B. Riley Wealth Advisors, Inc. |
8,908 |
410,000 |
0.16% |
|
|
| 42 |
GREENWOOD CAPITAL ASSOCIATES LLC |
7,925 |
365,000 |
0.15% |
|
|
| 43 |
Capital Directions Investment Advisors, LLC |
7,151 |
329,000 |
0.13% |
|
|
| 44 |
JANE STREET GROUP, LLC |
6,943 |
319,000 |
0.13% |
|
|
| 45 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
6,251 |
288,000 |
0.12% |
|
|
| 46 |
Edge Wealth Management LLC |
5,425 |
250,000 |
0.10% |
|
|
| 47 |
US BANCORP \DE\ |
5,133 |
236,000 |
0.09% |
|
|
| 48 |
GW&K Investment Management, LLC |
5,040 |
232,000 |
0.09% |
|
|
| 49 |
JMG Financial Group, Ltd. |
4,996 |
230,000 |
0.09% |
|
|
| 50 |
MUFG Americas Holdings Corp |
4,491 |
207,000 |
0.08% |
|
|
