| 1 |
US BANCORP \DE\ |
935,440 |
27,830,000 |
46.26% |
|
|
| 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
559,909 |
16,657,000 |
27.69% |
|
|
| 3 |
Baker Avenue Asset Management, LP |
240,186 |
7,146,000 |
11.88% |
|
|
| 4 |
ASPIRIANT, LLC |
112,567 |
3,349,000 |
5.57% |
|
|
| 5 |
Salient Capital Advisors, LLC |
71,569 |
2,129,000 |
3.54% |
|
|
| 6 |
Zhang Financial LLC |
22,684 |
675,000 |
1.12% |
|
|
| 7 |
AMERIPRISE FINANCIAL INC |
22,474 |
669,000 |
1.11% |
|
|
| 8 |
WELLS FARGO & COMPANY/MN |
14,438 |
430,000 |
0.71% |
|
|
| 9 |
Creative Planning |
11,130 |
331,000 |
0.55% |
|
|
| 10 |
Bouchey Financial Group Ltd |
9,176 |
273,000 |
0.45% |
|
|
| 11 |
UBS AG |
9,153 |
272,000 |
0.45% |
|
|
| 12 |
CAPE COD FIVE CENTS SAVINGS BANK |
7,987 |
238,000 |
0.40% |
|
|
| 13 |
Horizon Investment Services, LLC |
67,691 |
68,000 |
0.11% |
|
|
| 14 |
BANK OF AMERICA CORP /DE/ |
1,230 |
37,000 |
0.06% |
|
|
| 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
894 |
27,000 |
0.04% |
|
|
| 16 |
AMERICAN INTERNATIONAL GROUP, INC. |
400 |
11,900 |
0.02% |
|
|
| 17 |
ENVESTNET ASSET MANAGEMENT INC |
211 |
6,000 |
0.01% |
|
|
| 18 |
ROYAL BANK OF CANADA |
139 |
4,000 |
0.01% |
|
|
| 19 |
Ground Swell Capital, LLC |
114 |
3,000 |
0.00% |
|
|
| 20 |
PNC FINANCIAL SERVICES GROUP, INC. |
37 |
1,000 |
0.00% |
|
|
| 21 |
IBERIABANK CORP |
8 |
224 |
0.00% |
|
|
