| 1 |
Lenox Wealth Management, Inc. |
318,502 |
39,803,000 |
44.96% |
|
|
| 2 |
Destination Wealth Management |
205,847 |
15,146,000 |
17.11% |
|
|
| 3 |
NOESIS CAPITAL MANGEMENT CORP |
77,780 |
5,723,000 |
6.47% |
|
|
| 4 |
Sandy Spring Bank |
77,284 |
5,686,000 |
6.42% |
|
|
| 5 |
HABERER REGISTERED INVESTMENT ADVISOR INC |
49,677 |
3,655,000 |
4.13% |
|
SH |
| 6 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
32,592 |
2,398,000 |
2.71% |
|
|
| 7 |
SECURITY NATIONAL TRUST CO |
23,307 |
1,714,000 |
1.94% |
|
|
| 8 |
TOMPKINS FINANCIAL CORP |
21,955 |
1,615,000 |
1.82% |
|
|
| 9 |
Manchester Capital Management LLC |
20,154 |
1,483,000 |
1.68% |
|
|
| 10 |
TOWER BRIDGE ADVISORS |
16,602 |
1,221,575 |
1.38% |
|
|
| 11 |
NatWest Group plc |
15,206 |
1,118,000 |
1.26% |
|
|
| 12 |
JOHNSON INVESTMENT COUNSEL INC |
12,780 |
940,000 |
1.06% |
|
|
| 13 |
Perigon Wealth Management, LLC |
11,920 |
877,000 |
0.99% |
|
|
| 14 |
IMA Advisory Services, Inc. |
11,450 |
842,000 |
0.95% |
|
|
| 15 |
VALLEY WEALTH MANAGERS, INC. |
10,980 |
808,000 |
0.91% |
|
|
| 16 |
WEATHERLY ASSET MANAGEMENT L. P. |
10,425 |
767,000 |
0.87% |
|
SH |
| 17 |
Constellation Investments, Inc. |
10,200 |
751,000 |
0.85% |
|
|
| 18 |
Financial Advisory Group |
5,694 |
419,000 |
0.47% |
|
|
| 19 |
Nadler Financial Group, Inc. |
5,086 |
374,000 |
0.42% |
|
|
| 20 |
First City Capital Management, Inc. |
4,626 |
340,381 |
0.38% |
|
|
| 21 |
BAXTER BROS INC |
4,087 |
301,000 |
0.34% |
|
|
| 22 |
HOWLAND CAPITAL MANAGEMENT LLC |
3,889 |
286,000 |
0.32% |
|
|
| 23 |
JNBA Financial Advisors |
3,870 |
285,000 |
0.32% |
|
|
| 24 |
Osborn Williams & Donohoe LLC |
3,562 |
262,000 |
0.30% |
|
|
| 25 |
BRIGHTON JONES LLC |
3,426 |
252,000 |
0.28% |
|
|
| 26 |
BEACON FINANCIAL GROUP |
2,982 |
217,000 |
0.25% |
|
|
| 27 |
ParenteBeard Wealth Management, LLC |
2,947 |
216,848 |
0.24% |
|
|
| 28 |
TBP ADVISORS LTD |
2,908 |
214,000 |
0.24% |
|
SH |
| 29 |
Welch Group, LLC |
2,888 |
212,000 |
0.24% |
|
|
| 30 |
Cranbrook Wealth Management, LLC |
1,763 |
130,000 |
0.15% |
|
|
| 31 |
Gemmer Asset Management LLC |
1,284 |
94,000 |
0.11% |
|
|
| 32 |
GROUP ONE TRADING LLC |
1,208 |
89,000 |
0.10% |
|
|
| 33 |
Bank of Kentucky, Inc. |
1,150 |
85,000 |
0.10% |
|
|
| 34 |
Estabrook Capital Management |
1,000 |
73,580 |
0.08% |
|
|
| 35 |
SUMMIT SECURITIES GROUP LLC |
500 |
37,000 |
0.04% |
|
|
| 36 |
Syntal Capital Partners, LLC |
376 |
27,000 |
0.03% |
|
|
| 37 |
SUMMIT SECURITIES GROUP LLC |
14 |
21,000 |
0.02% |
Call |
|
| 38 |
GREAT LAKES ADVISORS, LLC |
272 |
20,000 |
0.02% |
|
|
| 39 |
Nelson Capital Management, LLC |
133 |
10,000 |
0.01% |
|
|
| 40 |
LifePlan Financial Group, Inc |
70 |
5,000 |
0.01% |
|
|
| 41 |
Paradigm Financial Advisors, LLC |
58 |
4,000 |
0.00% |
|
|
| 42 |
PIERSHALE FINANCIAL GROUP, INC. |
1 |
0 |
0.00% |
|
|
