| 1 |
Charles Schwab Investment Advisory, Inc. |
1,576,036 |
48,904,000 |
53.58% |
|
|
| 2 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
672,149 |
20,857,000 |
22.85% |
|
|
| 3 |
Vigilant Capital Management, LLC |
213,396 |
6,622,000 |
7.25% |
|
|
| 4 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
152,335 |
4,727,000 |
5.18% |
|
|
| 5 |
ProVise Management Group, LLC |
122,616 |
3,805,000 |
4.17% |
|
|
| 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
54,950 |
1,705,000 |
1.87% |
|
|
| 7 |
ROYAL BANK OF CANADA |
26,709 |
829,000 |
0.91% |
|
|
| 8 |
WESPAC Advisors, LLC |
19,974 |
620,000 |
0.68% |
|
|
| 9 |
Roof Eidam Maycock Peralta, LLC |
15,750 |
489,000 |
0.54% |
|
|
| 10 |
JANE STREET GROUP, LLC |
15,232 |
473,000 |
0.52% |
|
|
| 11 |
HENGEHOLD CAPITAL MANAGEMENT LLC |
14,949 |
464,000 |
0.51% |
|
|
| 12 |
VALLEY NATIONAL ADVISERS INC |
12,324 |
382,000 |
0.42% |
|
|
| 13 |
Financial Architects, Inc |
11,077 |
344,000 |
0.38% |
|
|
| 14 |
FINANCIAL CONSULATE, INC |
10,039 |
312,000 |
0.34% |
|
|
| 15 |
Mariner, LLC |
8,404 |
261,000 |
0.29% |
|
|
| 16 |
LVW Advisors, LLC |
7,744 |
240,000 |
0.26% |
|
|
| 17 |
CITIGROUP INC |
2,100 |
65,000 |
0.07% |
|
|
| 18 |
OLD NATIONAL BANCORP /IN/ |
1,825 |
57,000 |
0.06% |
|
|
| 19 |
US BANCORP \DE\ |
1,260 |
39,000 |
0.04% |
|
|
| 20 |
TCI Wealth Advisors, Inc. |
783 |
24,000 |
0.03% |
|
|
| 21 |
Gemmer Asset Management LLC |
502 |
16,000 |
0.02% |
|
|
| 22 |
Creative Planning |
487 |
15,000 |
0.02% |
|
|
| 23 |
BANK OF AMERICA CORP /DE/ |
400 |
12,000 |
0.01% |
|
|
| 24 |
STANCORP INVESTMENT ADVISERS INC |
401 |
12,000 |
0.01% |
|
|
| 25 |
MSI Financial Services Inc |
50 |
2,000 |
0.00% |
|
|
| 26 |
Sandy Spring Bank |
40 |
1,000 |
0.00% |
|
|
| 27 |
Parallax Volatility Advisers, L.P. |
1 |
0 |
0.00% |
|
|
