| 1 |
PEAK FINANCIAL MANAGEMENT, INC. |
411,158 |
9,239,000 |
35.30% |
|
|
| 2 |
Gradient Investments LLC |
191,336 |
4,299,000 |
16.42% |
|
|
| 3 |
BANK OF AMERICA CORP /DE/ |
149,140 |
3,352,000 |
12.81% |
|
|
| 4 |
MORGAN STANLEY |
121,326 |
2,726,000 |
10.41% |
|
|
| 5 |
PROFICIO CAPITAL PARTNERS LLC |
45,784 |
1,029,000 |
3.93% |
|
|
| 6 |
Virtu KCG Holdings LLC |
37,954 |
853,000 |
3.26% |
|
|
| 7 |
LPL Financial LLC |
35,147 |
742,000 |
2.83% |
|
|
| 8 |
AVIANCE CAPITAL MANAGEMENT, LLC |
31,053 |
698,000 |
2.67% |
|
|
| 9 |
Partnervest Advisory Services LLC |
22,476 |
505,000 |
1.93% |
|
|
| 10 |
UBS Group AG |
18,295 |
411,000 |
1.57% |
|
|
| 11 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
17,719 |
398,000 |
1.52% |
|
|
| 12 |
RAYMOND JAMES & ASSOCIATES |
17,475 |
393,000 |
1.50% |
|
|
| 13 |
ADVISOR GROUP, INC. |
11,086 |
249,000 |
0.95% |
|
|
| 14 |
Lattice Strategies LLC |
9,290 |
209,000 |
0.80% |
|
|
| 15 |
MSI Financial Services Inc |
7,383 |
166,000 |
0.63% |
|
|
| 16 |
Creative Planning |
7,250 |
163,000 |
0.62% |
|
|
| 17 |
INTEGRATED WEALTH MANAGEMENT |
6,365 |
143,000 |
0.55% |
|
|
| 18 |
IFP ADVISORS, INC |
5,592 |
126,000 |
0.48% |
|
|
| 19 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
3,490 |
78,000 |
0.30% |
|
|
| 20 |
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC |
2,550 |
57,000 |
0.22% |
|
|
| 21 |
US BANCORP \DE\ |
2,300 |
52,000 |
0.20% |
|
|
| 22 |
ROYAL BANK OF CANADA |
2,242 |
50,000 |
0.19% |
|
|
| 23 |
WELLS FARGO & COMPANY/MN |
2,106 |
47,000 |
0.18% |
|
|
| 24 |
WFG Advisors, LP |
2,000 |
45,000 |
0.17% |
|
|
| 25 |
EDMOND DE ROTHSCHILD HOLDING S.A. |
1,000 |
22,000 |
0.08% |
|
|
| 26 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. |
1,000 |
22,000 |
0.08% |
|
|
| 27 |
CITIGROUP INC |
949 |
21,000 |
0.08% |
|
|
| 28 |
BESSEMER GROUP INC |
725 |
16,000 |
0.06% |
|
|
| 29 |
LS Investment Advisors, LLC |
700 |
16,000 |
0.06% |
|
|
| 30 |
WEALTHPLAN PARTNERS, LLC |
641 |
13,531 |
0.05% |
|
|
| 31 |
THRIVENT FINANCIAL FOR LUTHERANS |
500 |
10,000 |
0.04% |
|
|
| 32 |
SYNOVUS FINANCIAL CORP |
360 |
8,000 |
0.03% |
|
|
| 33 |
Commonwealth Financial Services, LLC |
307 |
7,000 |
0.03% |
|
|
| 34 |
JACOBI CAPITAL MANAGEMENT LLC |
222 |
5,000 |
0.02% |
|
|
| 35 |
Advisors Asset Management, Inc. |
175 |
4,000 |
0.02% |
|
|
| 36 |
Parallax Volatility Advisers, L.P. |
1 |
0 |
0.00% |
|
|
