| 1 |
Quantum Capital Management, LLC / NJ |
654,991 |
33,241,000 |
18.17% |
|
|
| 2 |
Eagle Capital Management, LLC |
436,415 |
22,148,000 |
12.11% |
|
|
| 3 |
JUNCTURE WEALTH STRATEGIES, LLC |
212,648 |
10,792,000 |
5.90% |
|
|
| 4 |
MORGAN STANLEY |
176,896 |
8,978,000 |
4.91% |
|
|
| 5 |
Capital Advantage, Inc. |
161,848 |
8,214,000 |
4.49% |
|
|
| 6 |
Bangor Savings Bank |
160,908 |
8,166,000 |
4.46% |
|
|
| 7 |
GOLDMAN SACHS GROUP INC |
139,604 |
7,085,000 |
3.87% |
|
|
| 8 |
Frontier Wealth Management LLC |
134,921 |
6,847,000 |
3.74% |
|
|
| 9 |
Carlton Hofferkamp & Jenks Wealth Management, LLC |
133,651 |
6,782,000 |
3.71% |
|
|
| 10 |
Retirement Planning Group, LLC |
107,293 |
5,445,000 |
2.98% |
|
|
| 11 |
Callahan Advisors, LLC |
106,451 |
5,402,000 |
2.95% |
|
|
| 12 |
Twele Capital Management, Inc. |
102,260 |
5,190,000 |
2.84% |
|
|
| 13 |
BUCKINGHAM STRATEGIC WEALTH, LLC |
96,070 |
4,876,000 |
2.67% |
|
|
| 14 |
Rench Wealth Management, Inc. |
92,993 |
4,719,000 |
2.58% |
|
|
| 15 |
Courage Miller Partners, LLC |
90,803 |
4,608,000 |
2.52% |
|
|
| 16 |
Ironwood Financial, llc |
71,123 |
3,609,000 |
1.97% |
|
|
| 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
65,308 |
3,314,000 |
1.81% |
|
|
| 18 |
EVERMAY WEALTH MANAGEMENT LLC |
62,400 |
3,167,000 |
1.73% |
|
|
| 19 |
Destination Wealth Management |
54,554 |
2,769,000 |
1.51% |
|
|
| 20 |
ENVESTNET ASSET MANAGEMENT INC |
54,492 |
2,765,000 |
1.51% |
|
|
| 21 |
STALEY CAPITAL ADVISERS INC |
48,200 |
2,446,000 |
1.34% |
|
|
| 22 |
UBS Group AG |
47,487 |
2,410,000 |
1.32% |
|
|
| 23 |
Carlson Capital Management |
43,907 |
2,228,000 |
1.22% |
|
|
| 24 |
JANE STREET GROUP, LLC |
36,989 |
1,877,000 |
1.03% |
|
|
| 25 |
Live Your Vision, LLC |
29,322 |
1,488,000 |
0.81% |
|
|
| 26 |
ROYAL BANK OF CANADA |
28,399 |
1,441,000 |
0.79% |
|
|
| 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
26,991 |
1,370,000 |
0.75% |
|
|
| 28 |
VALLEY NATIONAL ADVISERS INC |
23,414 |
1,188,000 |
0.65% |
|
|
| 29 |
Ifrah Financial Services, Inc. |
13,593 |
690,000 |
0.38% |
|
|
| 30 |
CABOT WEALTH MANAGEMENT INC |
13,564 |
688,000 |
0.38% |
|
|
| 31 |
AllSquare Wealth Management LLC |
12,856 |
652,000 |
0.36% |
|
|
| 32 |
WELLS FARGO & COMPANY/MN |
11,869 |
602,000 |
0.33% |
|
|
| 33 |
Summit Asset Management, LLC |
11,865 |
602,000 |
0.33% |
|
|
| 34 |
FINANCIAL CONSULATE, INC |
11,487 |
583,000 |
0.32% |
|
|
| 35 |
OPTIMUM INVESTMENT ADVISORS |
11,190 |
568,000 |
0.31% |
|
|
| 36 |
Steinberg Global Asset Management |
10,433 |
530,000 |
0.29% |
|
|
| 37 |
Roof Eidam Maycock Peralta, LLC |
10,120 |
514,000 |
0.28% |
|
|
| 38 |
LEAVELL INVESTMENT MANAGEMENT, INC. |
8,876 |
450,000 |
0.25% |
|
|
| 39 |
Perigon Wealth Management, LLC |
8,335 |
423,000 |
0.23% |
|
|
| 40 |
Koshinski Asset Management, Inc. |
8,257 |
419,000 |
0.23% |
|
|
| 41 |
CREDIT SUISSE AG/ |
6,629 |
336,000 |
0.18% |
|
|
| 42 |
Mariner, LLC |
6,503 |
330,000 |
0.18% |
|
|
| 43 |
LVW Advisors, LLC |
6,304 |
320,000 |
0.17% |
|
|
| 44 |
BANK OF AMERICA CORP /DE/ |
6,261 |
318,000 |
0.17% |
|
|
| 45 |
GUPTA WEALTH MANAGEMENT LLC |
5,681 |
288,000 |
0.16% |
|
|
| 46 |
FormulaFolio Investments, LLC |
5,271 |
268,000 |
0.15% |
|
|
| 47 |
Cambridge Investment Research Advisors, Inc. |
5,160 |
262,000 |
0.14% |
|
|
| 48 |
CITIGROUP INC |
5,000 |
254,000 |
0.14% |
|
|
| 49 |
Marquette Asset Management, LLC |
4,683 |
238,000 |
0.13% |
|
|
| 50 |
SHARKEY, HOWES & JAVER |
4,506 |
229,000 |
0.13% |
|
|
