| 1 |
Quantum Capital Management, LLC / NJ |
826,145 |
41,819,000 |
31.32% |
|
|
| 2 |
Eagle Capital Management, LLC |
438,847 |
22,214,000 |
16.64% |
|
|
| 3 |
Destination Wealth Management |
166,890 |
8,448,000 |
6.33% |
|
|
| 4 |
Rench Wealth Management, Inc. |
145,197 |
7,350,000 |
5.51% |
|
|
| 5 |
Carlton Hofferkamp & Jenks Wealth Management, LLC |
120,600 |
6,104,000 |
4.57% |
|
|
| 6 |
UBS AG |
106,465 |
5,389,000 |
4.04% |
|
|
| 7 |
Twele Capital Management, Inc. |
102,005 |
5,163,000 |
3.87% |
|
|
| 8 |
Courage Miller Partners, LLC |
88,812 |
4,496,000 |
3.37% |
|
|
| 9 |
Retirement Planning Group, LLC |
79,387 |
4,019,000 |
3.01% |
|
|
| 10 |
Confluence Wealth Management LLC |
77,989 |
3,948,000 |
2.96% |
|
|
| 11 |
Callahan Advisors, LLC |
72,702 |
3,680,000 |
2.76% |
|
|
| 12 |
BUCKINGHAM STRATEGIC WEALTH, LLC |
65,281 |
3,305,000 |
2.48% |
|
|
| 13 |
STALEY CAPITAL ADVISERS INC |
54,300 |
2,749,000 |
2.06% |
|
|
| 14 |
Live Your Vision, LLC |
53,548 |
2,711,000 |
2.03% |
|
|
| 15 |
Carlson Capital Management |
38,003 |
1,924,000 |
1.44% |
|
|
| 16 |
WELLS FARGO & COMPANY/MN |
31,042 |
1,571,000 |
1.18% |
|
|
| 17 |
DRW Securities, LLC |
29,536 |
1,495,000 |
1.12% |
|
|
| 18 |
CABOT WEALTH MANAGEMENT INC |
16,592 |
840,000 |
0.63% |
|
|
| 19 |
CREDIT SUISSE AG/ |
16,310 |
826,000 |
0.62% |
|
|
| 20 |
Merriman Wealth Management, LLC |
14,078 |
711,000 |
0.53% |
|
|
| 21 |
Ifrah Financial Services, Inc. |
13,832 |
700,000 |
0.52% |
|
|
| 22 |
Atria Investments, Inc |
12,901 |
653,000 |
0.49% |
|
|
| 23 |
Summit Asset Management, LLC |
11,865 |
601,000 |
0.45% |
|
|
| 24 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC |
10,840 |
548,721 |
0.41% |
|
|
| 25 |
Steinberg Global Asset Management |
7,771 |
393,000 |
0.29% |
|
|
| 26 |
Laird Norton Wetherby Wealth Management, LLC |
6,876 |
348,000 |
0.26% |
|
|
| 27 |
OPTIMUM INVESTMENT ADVISORS |
6,650 |
337,000 |
0.25% |
|
|
| 28 |
ROYAL BANK OF CANADA |
6,487 |
328,000 |
0.25% |
|
|
| 29 |
Marquette Asset Management, LLC |
5,902 |
299,000 |
0.22% |
|
|
| 30 |
Orion Porfolio Solutions, LLC |
5,170 |
262,000 |
0.20% |
|
|
| 31 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
1,328 |
67,000 |
0.05% |
|
|
| 32 |
Madden Advisory Services, Inc. |
950 |
48,000 |
0.04% |
|
|
| 33 |
Clarkston Capital Partners, LLC |
700 |
35,434 |
0.03% |
|
|
| 34 |
BANK OF AMERICA CORP /DE/ |
624 |
32,000 |
0.02% |
|
|
| 35 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
595 |
30,000 |
0.02% |
|
|
| 36 |
FineMark National Bank & Trust |
495 |
25,000 |
0.02% |
|
|
| 37 |
MORGAN STANLEY |
306 |
15,000 |
0.01% |
|
|
| 38 |
FARMERS & MERCHANTS INVESTMENTS INC |
200 |
10,000 |
0.01% |
|
|
| 39 |
AMERIPRISE FINANCIAL INC |
158 |
8,000 |
0.01% |
|
|
| 40 |
AMERICAN INTERNATIONAL GROUP, INC. |
135 |
6,834 |
0.01% |
|
|
| 41 |
Financial Architects, Inc |
29 |
1,000 |
0.00% |
|
|
