| 1 |
SHEPHERD FINANCIAL PARTNERS LLC |
284,719 |
48,009,000 |
62.49% |
|
|
| 2 |
LPL Financial LLC |
42,780 |
7,214,000 |
9.39% |
|
|
| 3 |
NorthRock Partners, LLC |
34,034 |
5,698,000 |
7.42% |
|
|
| 4 |
MORGAN STANLEY |
23,977 |
4,013,000 |
5.22% |
|
|
| 5 |
Broderick Brian C |
9,270 |
1,552,000 |
2.02% |
|
|
| 6 |
GUIDANT WEALTH ADVISORS |
8,663 |
1,474,000 |
1.92% |
|
|
| 7 |
Raymond James Financial Services Advisors, Inc. |
8,450 |
1,414,000 |
1.84% |
|
|
| 8 |
Creative Planning |
4,768 |
798,000 |
1.04% |
|
|
| 9 |
Koshinski Asset Management, Inc. |
3,764 |
630,000 |
0.82% |
|
|
| 10 |
BANK OF AMERICA CORP /DE/ |
3,653 |
612,000 |
0.80% |
|
|
| 11 |
ADVISOR GROUP, INC. |
3,641 |
609,000 |
0.79% |
|
|
| 12 |
OLD DOMINION CAPITAL MANAGEMENT INC |
3,569 |
597,000 |
0.78% |
|
|
| 13 |
First Horizon Advisors, Inc. |
3,355 |
543,000 |
0.71% |
|
|
| 14 |
PRIVATE TRUST CO NA |
3,068 |
513,000 |
0.67% |
|
|
| 15 |
Hilltop Holdings Inc. |
3,021 |
505,000 |
0.66% |
|
|
| 16 |
Commonwealth Equity Services, Inc |
2,217 |
371,000 |
0.48% |
|
|
| 17 |
WELLS FARGO & COMPANY/MN |
2,205 |
369,000 |
0.48% |
|
|
| 18 |
Texas Yale Capital Corp. |
1,866 |
312,000 |
0.41% |
|
|
| 19 |
KELMAN-LAZAROV, INC. |
1,525 |
255,248 |
0.33% |
|
|
| 20 |
Capital Investment Advisors, LLC |
1,368 |
229,000 |
0.30% |
|
|
| 21 |
ARS Wealth Advisors, LLC |
1,328 |
222,000 |
0.29% |
|
|
| 22 |
MSI Financial Services Inc |
1,039 |
174,000 |
0.23% |
|
|
| 23 |
UBS Group AG |
892 |
149,000 |
0.19% |
|
|
| 24 |
ROYAL BANK OF CANADA |
880 |
148,000 |
0.19% |
|
|
| 25 |
Exchange Capital Management, Inc. |
600 |
100,000 |
0.13% |
|
|
| 26 |
CITIGROUP INC |
500 |
84,000 |
0.11% |
|
|
| 27 |
BlackRock Finance, Inc. |
274 |
46,000 |
0.06% |
|
|
| 28 |
IHT WEALTH MANAGEMENT, LLC |
269 |
45,000 |
0.06% |
|
|
| 29 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
216 |
36,000 |
0.05% |
|
|
| 30 |
D.A. DAVIDSON & CO. |
150 |
25,000 |
0.03% |
|
|
| 31 |
Glassman Wealth Services |
144 |
24,000 |
0.03% |
|
|
| 32 |
SUTTON WEALTH ADVISORS INC. |
120 |
20,085 |
0.03% |
|
|
| 33 |
FIFTH THIRD BANCORP |
100 |
17,000 |
0.02% |
|
|
| 34 |
Barnett & Company, Inc. |
75 |
13,000 |
0.02% |
|
|
| 35 |
INTEGRATED INVESTMENT CONSULTANTS, LLC |
37 |
6,000 |
0.01% |
|
|
| 36 |
IFP ADVISORS, INC |
7 |
1,000 |
0.00% |
|
|
| 37 |
Parallax Volatility Advisers, L.P. |
1 |
0 |
0.00% |
|
|
