| 1 |
Veritable, L.P. |
1,114,517 |
46,208,000 |
49.46% |
|
|
| 2 |
Patriot Wealth Management, Inc. |
232,950 |
9,658,000 |
10.34% |
|
|
| 3 |
CUMBERLAND ADVISORS INC |
200,300 |
8,304,000 |
8.89% |
|
|
| 4 |
BAINCO INTERNATIONAL INVESTORS |
104,445 |
4,330,000 |
4.64% |
|
|
| 5 |
DOWLING & YAHNKE LLC |
89,005 |
3,690,000 |
3.95% |
|
|
| 6 |
Hugh Johnson Advisors LLC |
88,019 |
3,649,000 |
3.91% |
|
|
| 7 |
Foothills Asset Management, Ltd. |
57,345 |
2,378,000 |
2.55% |
|
|
| 8 |
BOSTON RESEARCH & MANAGEMENT INC |
51,646 |
2,141,000 |
2.29% |
|
|
| 9 |
WOODMONT INVESTMENT COUNSEL LLC |
51,100 |
2,119,000 |
2.27% |
|
|
| 10 |
Regis Management CO LLC |
33,910 |
1,406,000 |
1.51% |
|
|
| 11 |
AFAM CAPITAL, INC. |
32,891 |
1,364,000 |
1.46% |
|
|
| 12 |
CHILTON CAPITAL MANAGEMENT LLC |
32,020 |
1,327,549 |
1.42% |
|
|
| 13 |
ARS Investment Partners, LLC |
30,811 |
1,277,000 |
1.37% |
|
|
| 14 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
22,430 |
930,000 |
1.00% |
|
|
| 15 |
KCM INVESTMENT ADVISORS LLC |
18,130 |
752,000 |
0.81% |
|
|
| 16 |
Cetera Advisor Networks LLC |
16,593 |
689,000 |
0.74% |
|
|
| 17 |
PITTENGER & ANDERSON INC |
15,225 |
631,000 |
0.68% |
|
|
| 18 |
OUTFITTER ADVISORS, LTD. |
13,255 |
550,000 |
0.59% |
|
|
| 19 |
Carnegie Investment Counsel |
8,685 |
360,000 |
0.39% |
|
|
| 20 |
D L CARLSON INVESTMENT GROUP INC |
7,235 |
300,000 |
0.32% |
|
|
| 21 |
CATAWBA CAPITAL MANAGEMENT /VA |
7,205 |
299,000 |
0.32% |
|
|
| 22 |
Sequent Asset Management, LLC |
7,059 |
293,000 |
0.31% |
|
|
| 23 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
7,000 |
290,000 |
0.31% |
|
|
| 24 |
ELM ADVISORS, LLC |
5,700 |
236,000 |
0.25% |
|
|
| 25 |
Cetera Advisors LLC |
5,300 |
220,000 |
0.24% |
|
|
| 26 |
EFG Private Wealth Management (Americas) Corp. |
343 |
14,000 |
0.01% |
|
|
