| 1 |
J.P. Morgan Private Wealth Advisors LLC |
2,029,105 |
134,206,000 |
53.30% |
|
|
| 2 |
Guild Investment Management, Inc. |
238,100 |
15,748,000 |
6.25% |
|
|
| 3 |
HOLLENCREST CAPITAL MANAGEMENT |
231,015 |
15,280,000 |
6.07% |
|
|
| 4 |
CONDOR CAPITAL MANAGEMENT |
223,727 |
14,797,000 |
5.88% |
|
|
| 5 |
CUMBERLAND ADVISORS INC |
189,145 |
12,510,000 |
4.97% |
|
|
| 6 |
NewFocus Financial Group, LLC |
168,638 |
11,154,000 |
4.43% |
|
|
| 7 |
ASPIRIANT HOLDINGS S3, LLC |
106,260 |
7,028,000 |
2.79% |
|
|
| 8 |
L & S Advisors Inc |
98,991 |
6,547,000 |
2.60% |
|
|
| 9 |
Belmont Global Advisors, Inc. |
82,775 |
5,475,000 |
2.17% |
|
|
| 10 |
AVALON CAPITAL MANAGEMENT |
80,913 |
5,352,000 |
2.13% |
|
|
| 11 |
ROTHSCHILD INVESTMENT LLC /IL |
63,237 |
4,182,000 |
1.66% |
|
|
| 12 |
Azimuth Capital Management LLC |
53,220 |
3,520,000 |
1.40% |
|
|
| 13 |
1834 INVESTMENT ADVISORS CO |
45,488 |
3,009,000 |
1.19% |
|
|
| 14 |
Ascent Wealth Partners, LLC |
42,353 |
2,801,000 |
1.11% |
|
|
| 15 |
ALBION FINANCIAL GROUP /UT |
37,530 |
2,482,000 |
0.99% |
|
|
| 16 |
Constellation Wealth Advisors, LLC |
34,687 |
2,294,000 |
0.91% |
|
|
| 17 |
Veritable, L.P. |
15,579 |
1,030,000 |
0.41% |
|
|
| 18 |
LOEB PARTNERS CORP |
15,000 |
992,000 |
0.39% |
|
|
| 19 |
Livingston Group Asset Management CO (operating as Southport Capital Management) |
12,335 |
816,000 |
0.32% |
|
|
| 20 |
KEELEY ASSET MANAGEMENT CORP |
11,132 |
736,000 |
0.29% |
|
|
| 21 |
Detwiler Fenton Investment Management LLC |
9,023 |
597,000 |
0.24% |
|
|
| 22 |
Ancora Advisors LLC |
0 |
530,000 |
0.21% |
|
|
| 23 |
FOSTER DYKEMA CABOT & CO INC/MA |
6,950 |
460,000 |
0.18% |
|
|
| 24 |
Mengis Capital Management, Inc. |
4,010 |
265,000 |
0.11% |
|
|
