| 1 |
Veritable, L.P. |
792,804 |
59,413,000 |
46.87% |
|
|
| 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
540,396 |
40,497,000 |
31.94% |
|
|
| 3 |
KCM INVESTMENT ADVISORS LLC |
123,946 |
9,288,000 |
7.33% |
|
|
| 4 |
1834 INVESTMENT ADVISORS CO |
36,784 |
2,757,000 |
2.17% |
|
|
| 5 |
HOLLENCREST CAPITAL MANAGEMENT |
33,325 |
2,497,000 |
1.97% |
|
|
| 6 |
SYNOVUS FINANCIAL CORP |
24,220 |
1,815,000 |
1.43% |
|
|
| 7 |
InterOcean Capital, LLC |
22,443 |
1,682,000 |
1.33% |
|
|
| 8 |
NewFocus Financial Group, LLC |
20,824 |
1,561,000 |
1.23% |
|
|
| 9 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
17,520 |
1,313,000 |
1.04% |
|
|
| 10 |
COLDSTREAM CAPITAL MANAGEMENT INC |
13,730 |
1,029,000 |
0.81% |
|
|
| 11 |
Ameritas Investment Partners, Inc. |
9,535 |
715,000 |
0.56% |
|
|
| 12 |
WOODMONT INVESTMENT COUNSEL LLC |
9,503 |
712,000 |
0.56% |
|
|
| 13 |
LOEB PARTNERS CORP |
8,800 |
659,000 |
0.52% |
|
|
| 14 |
GAMBLE JONES INVESTMENT COUNSEL |
7,858 |
619,000 |
0.49% |
|
|
| 15 |
Crestwood Advisors Group, LLC |
6,877 |
515,000 |
0.41% |
|
|
| 16 |
Aureus Asset Management, LLC |
5,507 |
413,000 |
0.33% |
|
|
| 17 |
Tufton Capital Management |
4,220 |
316,000 |
0.25% |
|
|
| 18 |
DOWLING & YAHNKE LLC |
4,143 |
310,000 |
0.24% |
|
|
| 19 |
BALASA DINVERNO & FOLTZ LLC |
3,587 |
269,000 |
0.21% |
|
|
| 20 |
OARSMAN CAPITAL, INC. |
3,554 |
266,000 |
0.21% |
|
|
| 21 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) |
1,710 |
128,000 |
0.10% |
|
|
