| 1 |
Quantum Capital Management, LLC / NJ |
661,299 |
33,534,000 |
15.82% |
|
|
| 2 |
MORGAN STANLEY |
432,869 |
21,951,000 |
10.36% |
|
|
| 3 |
Eagle Capital Management, LLC |
296,494 |
15,035,000 |
7.09% |
|
|
| 4 |
Frontier Wealth Management LLC |
281,051 |
14,252,000 |
6.72% |
|
|
| 5 |
JUNCTURE WEALTH STRATEGIES, LLC |
215,572 |
10,932,000 |
5.16% |
|
|
| 6 |
Bangor Savings Bank |
165,334 |
8,384,000 |
3.96% |
|
|
| 7 |
Callahan Advisors, LLC |
160,214 |
8,124,000 |
3.83% |
|
|
| 8 |
Carlton Hofferkamp & Jenks Wealth Management, LLC |
138,307 |
7,006,000 |
3.31% |
|
|
| 9 |
Retirement Planning Group, LLC |
112,182 |
5,689,000 |
2.68% |
|
|
| 10 |
BESSEMER GROUP INC |
110,000 |
5,578,000 |
2.63% |
|
|
| 11 |
LEAVELL INVESTMENT MANAGEMENT, INC. |
105,533 |
5,352,000 |
2.53% |
|
|
| 12 |
Twele Capital Management, Inc. |
103,489 |
5,248,000 |
2.48% |
|
|
| 13 |
WELLS FARGO & COMPANY/MN |
95,509 |
4,843,000 |
2.29% |
|
|
| 14 |
Courage Miller Partners, LLC |
90,418 |
4,585,000 |
2.16% |
|
|
| 15 |
UBS Group AG |
82,456 |
4,181,000 |
1.97% |
|
|
| 16 |
BUCKINGHAM STRATEGIC WEALTH, LLC |
80,772 |
4,096,000 |
1.93% |
|
|
| 17 |
BANK OF AMERICA CORP /DE/ |
80,233 |
4,069,000 |
1.92% |
|
|
| 18 |
EVERMAY WEALTH MANAGEMENT LLC |
76,164 |
3,862,000 |
1.82% |
|
|
| 19 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
74,088 |
3,757,000 |
1.77% |
|
|
| 20 |
ENVESTNET ASSET MANAGEMENT INC |
67,196 |
3,408,000 |
1.61% |
|
|
| 21 |
Cambridge Investment Research Advisors, Inc. |
65,378 |
3,315,000 |
1.56% |
|
|
| 22 |
Ironwood Financial, llc |
61,697 |
3,129,000 |
1.48% |
|
|
| 23 |
Rench Wealth Management, Inc. |
57,766 |
2,929,000 |
1.38% |
|
|
| 24 |
Destination Wealth Management |
56,739 |
2,877,000 |
1.36% |
|
|
| 25 |
Capital Advantage, Inc. |
50,829 |
2,578,000 |
1.22% |
|
|
| 26 |
STALEY CAPITAL ADVISERS INC |
48,200 |
2,444,000 |
1.15% |
|
|
| 27 |
Carlson Capital Management |
47,826 |
2,425,000 |
1.14% |
|
|
| 28 |
FormulaFolio Investments, LLC |
30,423 |
1,543,000 |
0.73% |
|
|
| 29 |
JANE STREET GROUP, LLC |
23,096 |
1,171,000 |
0.55% |
|
|
| 30 |
Live Your Vision, LLC |
21,102 |
1,069,000 |
0.50% |
|
|
| 31 |
Sequoia Financial Advisors, LLC |
18,472 |
937,000 |
0.44% |
|
|
| 32 |
VALLEY NATIONAL ADVISERS INC |
18,274 |
927,000 |
0.44% |
|
|
| 33 |
ROYAL BANK OF CANADA |
17,690 |
897,000 |
0.42% |
|
|
| 34 |
Orion Porfolio Solutions, LLC |
16,070 |
815,000 |
0.38% |
|
|
| 35 |
CABOT WEALTH MANAGEMENT INC |
14,104 |
715,000 |
0.34% |
|
|
| 36 |
Perigon Wealth Management, LLC |
13,819 |
701,000 |
0.33% |
|
|
| 37 |
Summit Asset Management, LLC |
13,815 |
701,000 |
0.33% |
|
|
| 38 |
Confluence Wealth Management LLC |
13,257 |
672,000 |
0.32% |
|
|
| 39 |
AllSquare Wealth Management LLC |
12,856 |
652,000 |
0.31% |
|
|
| 40 |
Ifrah Financial Services, Inc. |
12,767 |
647,000 |
0.31% |
|
|
| 41 |
Evanson Asset Management, LLC |
11,473 |
582,000 |
0.27% |
|
|
| 42 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
10,642 |
540,000 |
0.25% |
|
|
| 43 |
Steinberg Global Asset Management |
10,143 |
515,000 |
0.24% |
|
|
| 44 |
Roof Eidam Maycock Peralta, LLC |
10,120 |
513,000 |
0.24% |
|
|
| 45 |
Koshinski Asset Management, Inc. |
9,254 |
469,000 |
0.22% |
|
|
| 46 |
Simplicity Solutions, LLC |
9,243 |
468,713 |
0.22% |
|
|
| 47 |
FINANCIAL CONSULATE, INC |
9,043 |
459,000 |
0.22% |
|
|
| 48 |
VSR Financial Services, Inc. |
7,153 |
363,000 |
0.17% |
|
|
| 49 |
Mariner, LLC |
6,639 |
337,000 |
0.16% |
|
|
| 50 |
LVW Advisors, LLC |
6,362 |
323,000 |
0.15% |
|
|
