| 1 |
Quantum Capital Management, LLC / NJ |
822,733 |
41,606,000 |
29.59% |
|
|
| 2 |
Eagle Capital Management, LLC |
433,267 |
21,910,000 |
15.58% |
|
|
| 3 |
MORGAN STANLEY |
163,447 |
8,266,000 |
5.88% |
|
|
| 4 |
Rench Wealth Management, Inc. |
134,991 |
6,827,000 |
4.85% |
|
|
| 5 |
Carlton Hofferkamp & Jenks Wealth Management, LLC |
125,925 |
6,373,000 |
4.53% |
|
|
| 6 |
UBS AG |
110,066 |
5,566,000 |
3.96% |
|
|
| 7 |
Twele Capital Management, Inc. |
102,360 |
5,176,000 |
3.68% |
|
|
| 8 |
Courage Miller Partners, LLC |
92,694 |
4,688,000 |
3.33% |
|
|
| 9 |
RAYMOND JAMES & ASSOCIATES |
88,189 |
4,460,000 |
3.17% |
|
|
| 10 |
Retirement Planning Group, LLC |
84,053 |
4,251,000 |
3.02% |
|
|
| 11 |
BUCKINGHAM STRATEGIC WEALTH, LLC |
79,144 |
4,002,000 |
2.85% |
|
|
| 12 |
Callahan Advisors, LLC |
78,117 |
3,950,000 |
2.81% |
|
|
| 13 |
Confluence Wealth Management LLC |
77,553 |
3,922,000 |
2.79% |
|
|
| 14 |
STALEY CAPITAL ADVISERS INC |
52,900 |
2,675,000 |
1.90% |
|
|
| 15 |
Live Your Vision, LLC |
50,288 |
2,552,000 |
1.81% |
|
|
| 16 |
JANE STREET GROUP, LLC |
38,585 |
1,951,000 |
1.39% |
|
|
| 17 |
Carlson Capital Management |
37,913 |
1,917,000 |
1.36% |
|
|
| 18 |
Merriman Wealth Management, LLC |
27,893 |
1,413,000 |
1.00% |
|
|
| 19 |
CABOT WEALTH MANAGEMENT INC |
22,631 |
1,144,000 |
0.81% |
|
|
| 20 |
Destination Wealth Management |
20,066 |
1,015,000 |
0.72% |
|
|
| 21 |
WELLS FARGO & COMPANY/MN |
16,749 |
847,000 |
0.60% |
|
|
| 22 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
16,593 |
839,000 |
0.60% |
|
|
| 23 |
CREDIT SUISSE AG/ |
16,144 |
817,000 |
0.58% |
|
|
| 24 |
Ifrah Financial Services, Inc. |
14,101 |
713,000 |
0.51% |
|
|
| 25 |
Summit Asset Management, LLC |
11,986 |
606,000 |
0.43% |
|
|
| 26 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
10,855 |
549,000 |
0.39% |
|
|
| 27 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC |
10,640 |
538,065 |
0.38% |
|
|
| 28 |
Steinberg Global Asset Management |
7,704 |
389,000 |
0.28% |
|
|
| 29 |
OPTIMUM INVESTMENT ADVISORS |
6,865 |
347,000 |
0.25% |
|
|
| 30 |
ROYAL BANK OF CANADA |
5,773 |
292,000 |
0.21% |
|
|
| 31 |
Perigon Wealth Management, LLC |
5,752 |
291,000 |
0.21% |
|
|
| 32 |
Cambridge Investment Research Advisors, Inc. |
4,304 |
218,000 |
0.16% |
|
|
| 33 |
Orion Porfolio Solutions, LLC |
3,704 |
187,000 |
0.13% |
|
|
| 34 |
Madden Advisory Services, Inc. |
1,485 |
75,000 |
0.05% |
|
|
| 35 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
1,328 |
67,000 |
0.05% |
|
|
| 36 |
BANK OF AMERICA CORP /DE/ |
624 |
32,000 |
0.02% |
|
|
| 37 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
595 |
30,000 |
0.02% |
|
|
| 38 |
FineMark National Bank & Trust |
495 |
25,000 |
0.02% |
|
|
| 39 |
NEXT Financial Group, Inc |
390 |
20,000 |
0.01% |
|
|
| 40 |
AMERICAN INTERNATIONAL GROUP, INC. |
340 |
17,194 |
0.01% |
|
|
| 41 |
Stifel Trust Company, N.A. |
258 |
14,000 |
0.01% |
|
|
| 42 |
Ground Swell Capital, LLC |
277 |
14,000 |
0.01% |
|
|
| 43 |
Financial Architects, Inc |
229 |
12,000 |
0.01% |
|
|
| 44 |
FARMERS & MERCHANTS INVESTMENTS INC |
200 |
10,000 |
0.01% |
|
|
| 45 |
AMERIPRISE FINANCIAL INC |
158 |
8,000 |
0.01% |
|
|
| 46 |
ENVESTNET ASSET MANAGEMENT INC |
77 |
4,000 |
0.00% |
|
|
