| 1 |
BANK OF AMERICA CORP /DE/ |
1,130,412 |
25,287,000 |
11.29% |
|
|
| 2 |
UBS AG |
1,077,012 |
24,093,000 |
10.75% |
|
|
| 3 |
Capital Advantage, Inc. |
848,093 |
18,972,000 |
8.47% |
|
|
| 4 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
792,403 |
17,726,000 |
7.91% |
|
|
| 5 |
DAVENPORT & Co LLC |
642,408 |
14,370,667 |
6.41% |
|
|
| 6 |
Evanston Investments, Inc., dba Evanston Advisors |
586,794 |
13,127,000 |
5.86% |
|
|
| 7 |
MORGAN STANLEY |
565,039 |
12,640,000 |
5.64% |
|
|
| 8 |
WELLS FARGO & COMPANY/MN |
415,705 |
9,300,000 |
4.15% |
|
|
| 9 |
Linscomb Wealth, Inc. |
334,991 |
7,494,000 |
3.34% |
|
|
| 10 |
COURIER CAPITAL LLC |
306,646 |
6,860,000 |
3.06% |
|
|
| 11 |
Parasol Investment Management, LLC |
288,565 |
6,455,000 |
2.88% |
|
|
| 12 |
EASTERN BANK |
285,062 |
6,377,000 |
2.85% |
|
|
| 13 |
LPL Financial LLC |
268,878 |
6,015,000 |
2.68% |
|
|
| 14 |
HENGEHOLD CAPITAL MANAGEMENT LLC |
224,074 |
5,013,000 |
2.24% |
|
|
| 15 |
AMERIPRISE FINANCIAL INC |
177,416 |
3,969,000 |
1.77% |
|
|
| 16 |
D.A. DAVIDSON & CO. |
158,393 |
3,543,000 |
1.58% |
|
|
| 17 |
ROYAL BANK OF CANADA |
150,907 |
3,376,000 |
1.51% |
|
|
| 18 |
Raub Brock Capital Management LP |
138,905 |
3,107,000 |
1.39% |
|
|
| 19 |
Legacy Private Trust Co. |
132,869 |
2,972,000 |
1.33% |
|
|
| 20 |
PARK NATIONAL CORP /OH/ |
119,360 |
2,670,084 |
1.19% |
|
|
| 21 |
HighTower Advisors, LLC |
116,488 |
2,606,000 |
1.16% |
|
|
| 22 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
113,545 |
2,540,000 |
1.13% |
|
|
| 23 |
Gradient Investments LLC |
104,576 |
2,339,000 |
1.04% |
|
|
| 24 |
PacWest Financial Management Inc |
103,736 |
2,321,000 |
1.04% |
|
|
| 25 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
82,412 |
1,843,000 |
0.82% |
|
|
| 26 |
CONFLUENCE INVESTMENT MANAGEMENT LLC |
66,997 |
1,499,000 |
0.67% |
|
|
| 27 |
First Fiduciary Investment Counsel, Inc. |
60,210 |
1,347,000 |
0.60% |
|
|
| 28 |
Capital Advisors, Ltd. LLC |
55,460 |
1,241,000 |
0.55% |
|
|
| 29 |
KMS FINANCIAL SERVICES, INC |
50,238 |
1,124,000 |
0.50% |
|
|
| 30 |
Bluefin Trading, LLC |
48,109 |
1,100,000 |
0.49% |
|
|
| 31 |
Commonwealth Equity Services, Inc |
40,148 |
898,000 |
0.40% |
|
|
| 32 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV |
38,437 |
860,000 |
0.38% |
|
|
| 33 |
Long Wharf Investors, Inc. |
37,958 |
849,000 |
0.38% |
|
|
| 34 |
Atria Investments, Inc |
36,640 |
820,000 |
0.37% |
|
|
| 35 |
MADISON INVESTMENT HOLDINGS INC |
35,765 |
800,000 |
0.36% |
|
|
| 36 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
33,729 |
755,000 |
0.34% |
|
|
| 37 |
ENVESTNET ASSET MANAGEMENT INC |
29,872 |
668,000 |
0.30% |
|
|
| 38 |
TOWER TRUST Co |
22,288 |
498,000 |
0.22% |
|
|
| 39 |
AMERICAN INTERNATIONAL GROUP, INC. |
20,482 |
458,182 |
0.20% |
|
|
| 40 |
Freedom Investment Management, Inc. |
20,055 |
449,000 |
0.20% |
|
|
| 41 |
GUGGENHEIM CAPITAL LLC |
17,543 |
392,000 |
0.17% |
|
|
| 42 |
STIFEL FINANCIAL CORP |
17,410 |
389,000 |
0.17% |
|
|
| 43 |
Confluence Wealth Management LLC |
16,775 |
375,000 |
0.17% |
|
|
| 44 |
Prospera Financial Services Inc |
16,432 |
368,000 |
0.16% |
|
|
| 45 |
CADENCE BANK NA |
15,345 |
343,000 |
0.15% |
|
|
| 46 |
VSR Financial Services, Inc. |
15,268 |
342,000 |
0.15% |
|
|
| 47 |
Neuberger Berman Group LLC |
13,210 |
295,000 |
0.13% |
|
|
| 48 |
East Coast Asset Management, LLC. |
13,100 |
293,000 |
0.13% |
|
|
| 49 |
Whitegate Investment Counselors, Inc. |
13,140 |
290,000 |
0.13% |
|
|
| 50 |
Concert Wealth Management Inc. |
11,794 |
264,000 |
0.12% |
|
|
