| 1 |
Quantum Capital Management, LLC / NJ |
664,106 |
33,590,000 |
16.27% |
|
|
| 2 |
Eagle Capital Management, LLC |
466,936 |
23,618,000 |
11.44% |
|
|
| 3 |
JUNCTURE WEALTH STRATEGIES, LLC |
397,024 |
20,085,000 |
9.73% |
|
|
| 4 |
Frontier Wealth Management LLC |
282,572 |
14,293,000 |
6.92% |
|
|
| 5 |
Destination Wealth Management |
274,904 |
13,905,000 |
6.74% |
|
|
| 6 |
Capital Advantage, Inc. |
219,616 |
11,108,000 |
5.38% |
|
|
| 7 |
GOLDMAN SACHS GROUP INC |
196,789 |
9,954,000 |
4.82% |
|
|
| 8 |
Bangor Savings Bank |
139,751 |
7,069,000 |
3.42% |
|
|
| 9 |
Carlton Hofferkamp & Jenks Wealth Management, LLC |
132,775 |
6,715,000 |
3.25% |
|
|
| 10 |
Ironwood Financial, llc |
130,097 |
6,580,000 |
3.19% |
|
|
| 11 |
Rench Wealth Management, Inc. |
109,404 |
5,534,000 |
2.68% |
|
|
| 12 |
Twele Capital Management, Inc. |
102,360 |
5,177,000 |
2.51% |
|
|
| 13 |
Callahan Advisors, LLC |
95,068 |
4,809,000 |
2.33% |
|
|
| 14 |
Courage Miller Partners, LLC |
94,843 |
4,797,000 |
2.32% |
|
|
| 15 |
Retirement Planning Group, LLC |
94,253 |
4,767,000 |
2.31% |
|
|
| 16 |
BUCKINGHAM STRATEGIC WEALTH, LLC |
81,053 |
4,100,000 |
1.99% |
|
|
| 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
60,176 |
3,044,000 |
1.47% |
|
|
| 18 |
STALEY CAPITAL ADVISERS INC |
51,200 |
2,590,000 |
1.25% |
|
|
| 19 |
ENVESTNET ASSET MANAGEMENT INC |
50,101 |
2,534,000 |
1.23% |
|
|
| 20 |
Live Your Vision, LLC |
46,457 |
2,355,000 |
1.14% |
|
|
| 21 |
UBS Group AG |
42,022 |
2,125,000 |
1.03% |
|
|
| 22 |
Carlson Capital Management |
41,782 |
2,113,000 |
1.02% |
|
|
| 23 |
FINANCIAL CONSULATE, INC |
32,596 |
1,649,000 |
0.80% |
|
|
| 24 |
VALLEY NATIONAL ADVISERS INC |
28,679 |
1,450,000 |
0.70% |
|
|
| 25 |
FormulaFolio Investments, LLC |
23,758 |
1,202,000 |
0.58% |
|
|
| 26 |
BANK OF AMERICA CORP /DE/ |
18,911 |
957,000 |
0.46% |
|
|
| 27 |
M Holdings Securities, Inc. |
16,864 |
853,000 |
0.41% |
|
|
| 28 |
OPTIMUM INVESTMENT ADVISORS |
15,625 |
790,000 |
0.38% |
|
|
| 29 |
CABOT WEALTH MANAGEMENT INC |
13,845 |
700,000 |
0.34% |
|
|
| 30 |
Ifrah Financial Services, Inc. |
13,409 |
678,000 |
0.33% |
|
|
| 31 |
AllSquare Wealth Management LLC |
12,856 |
650,000 |
0.31% |
|
|
| 32 |
Roof Eidam Maycock Peralta, LLC |
12,795 |
647,000 |
0.31% |
|
|
| 33 |
CREDIT SUISSE AG/ |
12,296 |
622,000 |
0.30% |
|
|
| 34 |
Summit Asset Management, LLC |
11,865 |
600,000 |
0.29% |
|
|
| 35 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC |
10,057 |
508,683 |
0.25% |
|
|
| 36 |
Steinberg Global Asset Management |
8,149 |
412,000 |
0.20% |
|
|
| 37 |
ROYAL BANK OF CANADA |
7,800 |
395,000 |
0.19% |
|
|
| 38 |
LVW Advisors, LLC |
6,317 |
320,000 |
0.16% |
|
|
| 39 |
Koshinski Asset Management, Inc. |
5,911 |
299,000 |
0.14% |
|
|
| 40 |
Perigon Wealth Management, LLC |
5,721 |
289,000 |
0.14% |
|
|
| 41 |
AVALON CAPITAL MANAGEMENT |
5,400 |
273,000 |
0.13% |
|
|
| 42 |
CITIGROUP INC |
5,000 |
253,000 |
0.12% |
|
|
| 43 |
Confluence Wealth Management LLC |
4,927 |
249,000 |
0.12% |
|
|
| 44 |
Cambridge Investment Research Advisors, Inc. |
4,703 |
238,000 |
0.12% |
|
|
| 45 |
WELLS FARGO & COMPANY/MN |
4,391 |
223,000 |
0.11% |
|
|
| 46 |
Orion Porfolio Solutions, LLC |
4,312 |
218,000 |
0.11% |
|
|
| 47 |
Marquette Asset Management, LLC |
4,083 |
207,000 |
0.10% |
|
|
| 48 |
Mariner, LLC |
4,058 |
205,000 |
0.10% |
|
|
| 49 |
Simplicity Solutions, LLC |
3,385 |
171,213 |
0.08% |
|
|
| 50 |
SRH ADVISORS, LLC |
2,820 |
143,000 |
0.07% |
|
|
