| 1 |
Capital Directions Investment Advisors, LLC |
962,708 |
87,520,000 |
39.72% |
|
|
| 2 |
ENVESTNET ASSET MANAGEMENT INC |
235,765 |
21,433,000 |
9.73% |
|
|
| 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
233,841 |
21,258,000 |
9.65% |
|
|
| 4 |
STATE STREET CORP |
222,382 |
20,230,000 |
9.18% |
|
|
| 5 |
LPL Financial LLC |
186,101 |
16,918,000 |
7.68% |
|
|
| 6 |
ASSETMARK, INC |
110,440 |
10,040,000 |
4.56% |
|
|
| 7 |
MORGAN STANLEY |
93,447 |
8,495,000 |
3.86% |
|
|
| 8 |
BB&T SECURITIES, LLC |
5,263 |
4,785,000 |
2.17% |
|
|
| 9 |
Commonwealth Equity Services, Inc |
44,843 |
4,077,000 |
1.85% |
|
|
| 10 |
Noven Financial Group, Inc. |
34,870 |
3,170,000 |
1.44% |
|
|
| 11 |
UBS AG |
33,981 |
3,089,000 |
1.40% |
|
|
| 12 |
BANK OF AMERICA CORP /DE/ |
25,271 |
2,297,000 |
1.04% |
|
|
| 13 |
ROYAL BANK OF CANADA |
24,930 |
2,266,000 |
1.03% |
|
|
| 14 |
RAYMOND JAMES & ASSOCIATES |
22,980 |
2,089,000 |
0.95% |
|
|
| 15 |
CREDIT SUISSE AG/ |
19,278 |
1,753,000 |
0.80% |
|
|
| 16 |
WELLS FARGO & COMPANY/MN |
17,831 |
1,621,000 |
0.74% |
|
|
| 17 |
Cambridge Investment Research Advisors, Inc. |
15,411 |
1,401,000 |
0.64% |
|
|
| 18 |
JPMORGAN CHASE & CO |
14,799 |
1,345,000 |
0.61% |
|
|
| 19 |
HighTower Advisors, LLC |
9,524 |
866,000 |
0.39% |
|
|
| 20 |
ATHERTON LANE ADVISERS, LLC |
9,455 |
860,000 |
0.39% |
|
|
| 21 |
Freedom Investment Management, Inc. |
9,052 |
823,000 |
0.37% |
|
|
| 22 |
LBMC INVESTMENT ADVISORS, LLC |
4,478 |
407,000 |
0.18% |
|
|
| 23 |
THRIVENT FINANCIAL FOR LUTHERANS |
4,038 |
367,000 |
0.17% |
|
|
| 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
3,965 |
360,000 |
0.16% |
|
|
| 25 |
SII INVESTMENTS INC/WI |
3,851 |
351,000 |
0.16% |
|
|
| 26 |
Creative Planning |
3,413 |
310,000 |
0.14% |
|
|
| 27 |
GOLDMAN SACHS GROUP INC |
3,352 |
305,000 |
0.14% |
|
|
| 28 |
HL FINANCIAL SERVICES LLC |
3,060 |
278,000 |
0.13% |
|
|
| 29 |
GLENMEDE TRUST CO NA |
2,980 |
270,000 |
0.12% |
|
|
| 30 |
JANE STREET GROUP, LLC |
2,781 |
253,000 |
0.11% |
|
|
| 31 |
IFC Holdings Incorporated/FL |
2,751 |
251,000 |
0.11% |
|
|
| 32 |
Virtu KCG Holdings LLC |
2,449 |
223,000 |
0.10% |
|
|
| 33 |
First Allied Advisory Services, Inc. |
2,197 |
201,000 |
0.09% |
|
|
| 34 |
NEW ENGLAND SECURITIES CORP /MA/ |
817 |
74,000 |
0.03% |
|
|
| 35 |
AMERIPRISE FINANCIAL INC |
663 |
60,000 |
0.03% |
|
|
| 36 |
ARROW FINANCIAL CORP |
575 |
52,000 |
0.02% |
|
|
| 37 |
OPTIMUM INVESTMENT ADVISORS |
502 |
46,000 |
0.02% |
|
|
| 38 |
Capital Advisors, Ltd. LLC |
487 |
44,000 |
0.02% |
|
|
| 39 |
PRIVATE TRUST CO NA |
371 |
34,000 |
0.02% |
|
|
| 40 |
B. Riley Wealth Advisors, Inc. |
300 |
27,273 |
0.01% |
|
|
| 41 |
MSI Financial Services Inc |
264 |
24,000 |
0.01% |
|
|
| 42 |
Torch Wealth Management LLC |
150 |
14,000 |
0.01% |
|
|
| 43 |
First Horizon Advisors, Inc. |
112 |
10,000 |
0.00% |
|
|
| 44 |
SIGNATUREFD, LLC |
100 |
9,000 |
0.00% |
|
|
| 45 |
PATHSTONE FAMILY OFFICE, LLC |
100 |
9,000 |
0.00% |
|
|
| 46 |
Joel Isaacson & Co., LLC |
58 |
5,000 |
0.00% |
|
|
| 47 |
COLONY GROUP LLC |
50 |
5,000 |
0.00% |
|
|
| 48 |
BANK OF MONTREAL /CAN/ |
40 |
4,000 |
0.00% |
|
|
