| 1 |
J.P. Morgan Private Wealth Advisors LLC |
2,455,276 |
134,181,000 |
66.87% |
|
|
| 2 |
CONDOR CAPITAL MANAGEMENT |
273,206 |
14,931,000 |
7.44% |
|
|
| 3 |
HOLLENCREST CAPITAL MANAGEMENT |
181,039 |
9,894,000 |
4.93% |
|
|
| 4 |
CUMBERLAND ADVISORS INC |
158,558 |
8,665,000 |
4.32% |
|
|
| 5 |
ROTHSCHILD INVESTMENT LLC /IL |
69,936 |
3,822,000 |
1.90% |
|
|
| 6 |
Azimuth Capital Management LLC |
64,285 |
3,513,000 |
1.75% |
|
|
| 7 |
ASPIRIANT HOLDINGS S3, LLC |
61,135 |
3,341,000 |
1.67% |
|
|
| 8 |
1834 INVESTMENT ADVISORS CO |
53,687 |
2,934,000 |
1.46% |
|
|
| 9 |
Ascent Wealth Partners, LLC |
50,197 |
2,743,000 |
1.37% |
|
|
| 10 |
Calvert Investment Management, Inc. |
46,360 |
2,534,000 |
1.26% |
|
|
| 11 |
RONALD BLUE & CO LLC |
45,537 |
2,489,000 |
1.24% |
|
|
| 12 |
Belmont Global Advisors, Inc. |
39,000 |
2,131,000 |
1.06% |
|
|
| 13 |
ALBION FINANCIAL GROUP /UT |
28,392 |
1,552,000 |
0.77% |
|
|
| 14 |
KINGS POINT CAPITAL MANAGEMENT |
27,927 |
1,526,000 |
0.76% |
|
|
| 15 |
Constellation Wealth Advisors, LLC |
24,593 |
1,344,000 |
0.67% |
|
|
| 16 |
Livingston Group Asset Management CO (operating as Southport Capital Management) |
23,438 |
1,281,000 |
0.64% |
|
|
| 17 |
InterOcean Capital, LLC |
15,791 |
863,000 |
0.43% |
|
|
| 18 |
LOEB PARTNERS CORP |
15,000 |
820,000 |
0.41% |
|
|
| 19 |
Ancora Advisors LLC |
14,398 |
787,000 |
0.39% |
|
|
| 20 |
Financial Sense Advisors, Inc. |
8,792 |
481,000 |
0.24% |
|
|
| 21 |
FOSTER DYKEMA CABOT & CO INC/MA |
6,550 |
358,000 |
0.18% |
|
|
| 22 |
Mengis Capital Management, Inc. |
5,330 |
291,000 |
0.15% |
|
|
| 23 |
QCI ASSET MANAGEMENT INC/NY |
3,153 |
172,000 |
0.09% |
|
|
