| 1 |
Capital Directions Investment Advisors, LLC |
950,333 |
91,080,000 |
43.61% |
|
|
| 2 |
ENVESTNET ASSET MANAGEMENT INC |
288,944 |
26,727,000 |
12.80% |
|
|
| 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
288,238 |
26,662,000 |
12.77% |
|
|
| 4 |
LPL Financial LLC |
178,785 |
16,299,000 |
7.80% |
|
|
| 5 |
MORGAN STANLEY |
90,521 |
8,373,000 |
4.01% |
|
|
| 6 |
UBS AG |
66,268 |
6,130,000 |
2.93% |
|
|
| 7 |
BB&T SECURITIES, LLC |
5,060 |
4,680,000 |
2.24% |
|
|
| 8 |
Commonwealth Equity Services, Inc |
45,016 |
4,164,000 |
1.99% |
|
|
| 9 |
BANK OF AMERICA CORP /DE/ |
43,118 |
3,988,000 |
1.91% |
|
|
| 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
32,525 |
3,009,000 |
1.44% |
|
|
| 11 |
Noven Financial Group, Inc. |
30,878 |
2,856,000 |
1.37% |
|
|
| 12 |
RAYMOND JAMES & ASSOCIATES |
22,461 |
2,078,000 |
0.99% |
|
|
| 13 |
WELLS FARGO & COMPANY/MN |
22,043 |
2,039,000 |
0.98% |
|
|
| 14 |
CREDIT SUISSE AG/ |
19,645 |
1,817,000 |
0.87% |
|
|
| 15 |
Cambridge Investment Research Advisors, Inc. |
17,735 |
1,640,000 |
0.79% |
|
|
| 16 |
ATHERTON LANE ADVISERS, LLC |
11,080 |
1,025,000 |
0.49% |
|
|
| 17 |
Freedom Investment Management, Inc. |
9,611 |
889,000 |
0.43% |
|
|
| 18 |
HighTower Advisors, LLC |
9,514 |
826,000 |
0.40% |
|
|
| 19 |
Placemark Investments, Inc. |
4,949 |
458,000 |
0.22% |
|
|
| 20 |
LBMC INVESTMENT ADVISORS, LLC |
4,478 |
414,000 |
0.20% |
|
|
| 21 |
THRIVENT FINANCIAL FOR LUTHERANS |
4,438 |
409,000 |
0.20% |
|
|
| 22 |
Creative Planning |
4,121 |
381,000 |
0.18% |
|
|
| 23 |
GOLDMAN SACHS GROUP INC |
3,762 |
348,000 |
0.17% |
|
|
| 24 |
SII INVESTMENTS INC/WI |
3,654 |
339,000 |
0.16% |
|
|
| 25 |
First Allied Advisory Services, Inc. |
3,491 |
323,000 |
0.15% |
|
|
| 26 |
ARROW FINANCIAL CORP |
3,455 |
320,000 |
0.15% |
|
|
| 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
3,149 |
291,000 |
0.14% |
|
|
| 28 |
GLENMEDE TRUST CO NA |
2,980 |
275,000 |
0.13% |
|
|
| 29 |
HL FINANCIAL SERVICES LLC |
2,800 |
259,000 |
0.12% |
|
|
| 30 |
AMERIPRISE FINANCIAL INC |
1,840 |
170,000 |
0.08% |
|
|
| 31 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
1,000 |
93,000 |
0.04% |
|
|
| 32 |
Private Advisor Group, LLC |
957 |
89,000 |
0.04% |
|
|
| 33 |
NEW ENGLAND SECURITIES CORP /MA/ |
817 |
76,000 |
0.04% |
|
|
| 34 |
ROYAL BANK OF CANADA |
634 |
59,000 |
0.03% |
|
|
| 35 |
NEXT Financial Group, Inc |
540 |
50,000 |
0.02% |
|
|
| 36 |
OPTIMUM INVESTMENT ADVISORS |
504 |
48,000 |
0.02% |
|
|
| 37 |
Capital Advisors, Ltd. LLC |
487 |
45,000 |
0.02% |
|
|
| 38 |
PRIVATE TRUST CO NA |
371 |
34,000 |
0.02% |
|
|
| 39 |
One Capital Management, LLC |
365 |
34,000 |
0.02% |
|
|
| 40 |
MSI Financial Services Inc |
303 |
28,000 |
0.01% |
|
|
| 41 |
First Horizon Advisors, Inc. |
112 |
10,000 |
0.00% |
|
|
| 42 |
PATHSTONE FAMILY OFFICE, LLC |
100 |
9,000 |
0.00% |
|
|
| 43 |
SIGNATUREFD, LLC |
100 |
9,000 |
0.00% |
|
|
| 44 |
COLONY GROUP LLC |
50 |
5,000 |
0.00% |
|
|
| 45 |
Joel Isaacson & Co., LLC |
58 |
5,000 |
0.00% |
|
|
| 46 |
BANK OF MONTREAL /CAN/ |
40 |
4,000 |
0.00% |
|
|
