| 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
1,602,847 |
83,011,000 |
22.64% |
|
|
| 2 |
Marquette Asset Management, LLC |
753,199 |
39,008,000 |
10.64% |
|
|
| 3 |
HENGEHOLD CAPITAL MANAGEMENT LLC |
474,975 |
24,599,000 |
6.71% |
|
|
| 4 |
PIERSHALE FINANCIAL GROUP, INC. |
274,799 |
14,232,000 |
3.88% |
|
|
| 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
262,885 |
13,615,000 |
3.71% |
|
|
| 6 |
FAS Wealth Partners, Inc. |
244,667 |
12,671,000 |
3.46% |
|
|
| 7 |
Gemmer Asset Management LLC |
240,217 |
12,441,000 |
3.39% |
|
|
| 8 |
Summit Asset Management, LLC |
217,979 |
11,289,000 |
3.08% |
|
|
| 9 |
ENVESTNET ASSET MANAGEMENT INC |
212,681 |
11,015,000 |
3.00% |
|
|
| 10 |
Chevy Chase Trust Holdings, LLC |
175,106 |
9,069,000 |
2.47% |
|
|
| 11 |
VALENTINE VENTURES LLC |
135,679 |
7,027,000 |
1.92% |
|
|
| 12 |
Apriem Advisors |
128,828 |
6,672,000 |
1.82% |
|
|
| 13 |
Spectrum Asset Management, Inc. (NB/CA) |
123,595 |
6,401,000 |
1.75% |
|
|
| 14 |
Newman Dignan & Sheerar, Inc. |
122,869 |
6,363,000 |
1.74% |
|
|
| 15 |
One Capital Management, LLC |
116,584 |
6,038,000 |
1.65% |
|
|
| 16 |
ProVise Management Group, LLC |
101,463 |
5,255,000 |
1.43% |
|
|
| 17 |
Frontier Wealth Management LLC |
94,323 |
4,885,000 |
1.33% |
|
|
| 18 |
First Personal Financial Services |
88,007 |
4,557,000 |
1.24% |
|
|
| 19 |
Live Your Vision, LLC |
77,462 |
3,949,000 |
1.08% |
|
|
| 20 |
Koshinski Asset Management, Inc. |
72,798 |
3,770,000 |
1.03% |
|
|
| 21 |
Tradewinds Capital Management, LLC |
71,796 |
3,718,000 |
1.01% |
|
|
| 22 |
Sequoia Financial Advisors, LLC |
71,376 |
3,697,000 |
1.01% |
|
|
| 23 |
UBS Group AG |
67,283 |
3,485,000 |
0.95% |
|
|
| 24 |
CABOT WEALTH MANAGEMENT INC |
65,924 |
3,414,000 |
0.93% |
|
|
| 25 |
GOLDMAN SACHS GROUP INC |
65,498 |
3,392,000 |
0.93% |
|
|
| 26 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
64,943 |
3,363,000 |
0.92% |
|
|
| 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
60,523 |
3,134,000 |
0.85% |
|
|
| 28 |
MORGAN STANLEY |
51,007 |
2,642,000 |
0.72% |
|
|
| 29 |
Madden Advisory Services, Inc. |
47,751 |
2,473,000 |
0.67% |
|
|
| 30 |
GHP Investment Advisors, Inc. |
47,329 |
2,451,000 |
0.67% |
|
|
| 31 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC |
42,625 |
2,207,549 |
0.60% |
|
|
| 32 |
CONDOR CAPITAL MANAGEMENT |
37,495 |
1,942,000 |
0.53% |
|
|
| 33 |
IMA Advisory Services, Inc. |
36,823 |
1,907,000 |
0.52% |
|
|
| 34 |
Mariner, LLC |
36,478 |
1,889,000 |
0.52% |
|
|
| 35 |
Curbstone Financial Management Corp |
34,985 |
1,812,000 |
0.49% |
|
|
| 36 |
LPL Financial LLC |
34,474 |
1,785,000 |
0.49% |
|
|
| 37 |
Orion Porfolio Solutions, LLC |
34,355 |
1,779,000 |
0.49% |
|
|
| 38 |
Eagle Capital Management, LLC |
34,306 |
1,777,000 |
0.48% |
|
|
| 39 |
Cambridge Investment Research Advisors, Inc. |
32,728 |
1,695,000 |
0.46% |
|
|
| 40 |
JMG Financial Group, Ltd. |
29,790 |
1,543,000 |
0.42% |
|
|
| 41 |
SOUTH TEXAS MONEY MANAGEMENT LTD |
28,886 |
1,496,000 |
0.41% |
|
|
| 42 |
Courage Miller Partners, LLC |
26,687 |
1,382,000 |
0.38% |
|
|
| 43 |
Nadler Financial Group, Inc. |
26,523 |
1,374,000 |
0.37% |
|
|
| 44 |
AMERIPRISE FINANCIAL INC |
26,392 |
1,367,000 |
0.37% |
|
|
| 45 |
Stearns Financial Services Group |
23,413 |
1,213,000 |
0.33% |
|
|
| 46 |
Stockman Wealth Management, Inc. |
21,506 |
1,114,000 |
0.30% |
|
|
| 47 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
18,874 |
977,000 |
0.27% |
|
|
| 48 |
Sigma Planning Corp |
17,468 |
905,000 |
0.25% |
|
|
| 49 |
BANK OF AMERICA CORP /DE/ |
16,875 |
874,000 |
0.24% |
|
|
| 50 |
Timber Hill LLC |
16,610 |
860,000 |
0.23% |
|
|
