| 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
1,366,723 |
66,313,000 |
26.03% |
|
|
| 2 |
Marquette Asset Management, LLC |
821,475 |
39,858,000 |
15.65% |
|
|
| 3 |
HENGEHOLD CAPITAL MANAGEMENT LLC |
491,092 |
23,828,000 |
9.35% |
|
|
| 4 |
Gemmer Asset Management LLC |
236,239 |
11,462,000 |
4.50% |
|
|
| 5 |
FAS Wealth Partners, Inc. |
224,789 |
10,907,000 |
4.28% |
|
|
| 6 |
Summit Asset Management, LLC |
218,824 |
10,617,000 |
4.17% |
|
|
| 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
188,749 |
9,158,000 |
3.59% |
|
|
| 8 |
ENVESTNET ASSET MANAGEMENT INC |
146,520 |
7,109,000 |
2.79% |
|
|
| 9 |
Newman Dignan & Sheerar, Inc. |
120,733 |
5,858,000 |
2.30% |
|
|
| 10 |
One Capital Management, LLC |
112,074 |
5,438,000 |
2.13% |
|
|
| 11 |
ProVise Management Group, LLC |
100,417 |
4,872,000 |
1.91% |
|
|
| 12 |
Sequoia Financial Advisors, LLC |
91,347 |
4,432,000 |
1.74% |
|
|
| 13 |
Live Your Vision, LLC |
78,323 |
3,800,000 |
1.49% |
|
|
| 14 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
74,091 |
3,595,000 |
1.41% |
|
|
| 15 |
CABOT WEALTH MANAGEMENT INC |
70,302 |
3,411,000 |
1.34% |
|
|
| 16 |
Tradewinds Capital Management, LLC |
65,276 |
3,167,000 |
1.24% |
|
|
| 17 |
GOLDMAN SACHS GROUP INC |
64,488 |
3,129,000 |
1.23% |
|
|
| 18 |
Orion Porfolio Solutions, LLC |
54,868 |
2,662,000 |
1.04% |
|
|
| 19 |
Mariner, LLC |
48,135 |
2,336,000 |
0.92% |
|
|
| 20 |
Apriem Advisors |
39,885 |
1,935,000 |
0.76% |
|
|
| 21 |
CONDOR CAPITAL MANAGEMENT |
37,655 |
1,827,000 |
0.72% |
|
|
| 22 |
Curbstone Financial Management Corp |
36,435 |
1,768,000 |
0.69% |
|
|
| 23 |
GHP Investment Advisors, Inc. |
36,330 |
1,763,000 |
0.69% |
|
|
| 24 |
IMA Advisory Services, Inc. |
35,553 |
1,725,000 |
0.68% |
|
|
| 25 |
MORGAN STANLEY |
35,119 |
1,704,000 |
0.67% |
|
|
| 26 |
Madden Advisory Services, Inc. |
34,653 |
1,681,000 |
0.66% |
|
|
| 27 |
Eagle Capital Management, LLC |
33,500 |
1,625,000 |
0.64% |
|
|
| 28 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC |
33,261 |
1,613,824 |
0.63% |
|
|
| 29 |
Advisors Preferred, LLC |
26,353 |
1,278,647 |
0.50% |
|
|
| 30 |
Stearns Financial Services Group |
20,241 |
982,000 |
0.39% |
|
|
| 31 |
LPL Financial LLC |
18,936 |
919,000 |
0.36% |
|
|
| 32 |
Timber Hill LLC |
18,112 |
879,000 |
0.35% |
|
|
| 33 |
Destination Wealth Management |
17,839 |
866,000 |
0.34% |
|
|
| 34 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
17,853 |
866,000 |
0.34% |
|
|
| 35 |
JMG Financial Group, Ltd. |
17,815 |
864,000 |
0.34% |
|
|
| 36 |
BANK OF AMERICA CORP /DE/ |
17,389 |
844,000 |
0.33% |
|
|
| 37 |
SOUTH TEXAS MONEY MANAGEMENT LTD |
17,253 |
837,000 |
0.33% |
|
|
| 38 |
AMERIPRISE FINANCIAL INC |
16,035 |
778,000 |
0.31% |
|
|
| 39 |
L. Roy Papp & Associates, LLP |
15,663 |
760,000 |
0.30% |
|
|
| 40 |
FIRST NATIONAL BANK OF OMAHA |
12,627 |
613,000 |
0.24% |
|
|
| 41 |
US BANCORP \DE\ |
11,150 |
541,000 |
0.21% |
|
|
| 42 |
GREENWOOD CAPITAL ASSOCIATES LLC |
10,350 |
502,000 |
0.20% |
|
|
| 43 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
10,300 |
500,000 |
0.20% |
|
|
| 44 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
8,991 |
436,000 |
0.17% |
|
|
| 45 |
UBS AG |
7,896 |
383,000 |
0.15% |
|
|
| 46 |
B. Riley Wealth Advisors, Inc. |
14,595 |
351,011 |
0.14% |
|
|
| 47 |
CITADEL ADVISORS LLC |
6,737 |
327,000 |
0.13% |
|
|
| 48 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6,300 |
306,000 |
0.12% |
Call |
|
| 49 |
Corbenic Partners LLC |
6,158 |
299,000 |
0.12% |
|
|
| 50 |
SUNTRUST BANKS INC |
6,065 |
294,000 |
0.12% |
|
|
