| 1 |
BANK OF AMERICA CORP /DE/ |
1,459,659 |
32,667,000 |
12.78% |
|
|
| 2 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
1,214,076 |
27,171,000 |
10.63% |
|
|
| 3 |
Capital Advantage, Inc. |
936,200 |
20,952,000 |
8.20% |
|
|
| 4 |
UBS AG |
872,433 |
19,525,000 |
7.64% |
|
|
| 5 |
DAVENPORT & Co LLC |
765,766 |
17,137,843 |
6.70% |
|
|
| 6 |
MORGAN STANLEY |
643,254 |
14,396,000 |
5.63% |
|
|
| 7 |
Evanston Investments, Inc., dba Evanston Advisors |
588,111 |
13,162,000 |
5.15% |
|
|
| 8 |
WELLS FARGO & COMPANY/MN |
444,338 |
9,944,000 |
3.89% |
|
|
| 9 |
LPL Financial LLC |
336,868 |
7,539,000 |
2.95% |
|
|
| 10 |
Linscomb Wealth, Inc. |
318,503 |
7,128,000 |
2.79% |
|
|
| 11 |
COURIER CAPITAL LLC |
313,486 |
7,016,000 |
2.74% |
|
|
| 12 |
EASTERN BANK |
297,175 |
6,650,000 |
2.60% |
|
|
| 13 |
HENGEHOLD CAPITAL MANAGEMENT LLC |
239,668 |
5,364,000 |
2.10% |
|
|
| 14 |
Apriem Advisors |
200,945 |
4,497,000 |
1.76% |
|
|
| 15 |
AMERIPRISE FINANCIAL INC |
174,667 |
3,908,000 |
1.53% |
|
|
| 16 |
D.A. DAVIDSON & CO. |
159,616 |
3,572,000 |
1.40% |
|
|
| 17 |
ATWOOD & PALMER INC |
149,980 |
3,357,000 |
1.31% |
|
|
| 18 |
Legacy Private Trust Co. |
149,114 |
3,337,000 |
1.31% |
|
|
| 19 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
144,619 |
3,237,000 |
1.27% |
|
|
| 20 |
Raub Brock Capital Management LP |
142,615 |
3,192,000 |
1.25% |
|
|
| 21 |
ENVESTNET ASSET MANAGEMENT INC |
137,049 |
3,067,000 |
1.20% |
|
|
| 22 |
ROYAL BANK OF CANADA |
136,333 |
3,052,000 |
1.19% |
|
|
| 23 |
PARK NATIONAL CORP /OH/ |
125,230 |
2,802,647 |
1.10% |
|
|
| 24 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
119,622 |
2,677,000 |
1.05% |
|
|
| 25 |
PacWest Financial Management Inc |
110,371 |
2,470,000 |
0.97% |
|
|
| 26 |
Gradient Investments LLC |
100,153 |
2,241,000 |
0.88% |
|
|
| 27 |
Bluefin Trading, LLC |
88,718 |
2,000,000 |
0.78% |
|
|
| 28 |
Parasol Investment Management, LLC |
76,095 |
1,703,000 |
0.67% |
|
|
| 29 |
CONFLUENCE INVESTMENT MANAGEMENT LLC |
68,414 |
1,531,000 |
0.60% |
|
|
| 30 |
First Fiduciary Investment Counsel, Inc. |
62,930 |
1,408,000 |
0.55% |
|
|
| 31 |
JANE STREET GROUP, LLC |
61,524 |
1,377,000 |
0.54% |
|
|
| 32 |
Capital Advisors, Ltd. LLC |
53,228 |
1,191,000 |
0.47% |
|
|
| 33 |
KMS FINANCIAL SERVICES, INC |
41,767 |
935,000 |
0.37% |
|
|
| 34 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
41,598 |
931,000 |
0.36% |
|
|
| 35 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV |
41,330 |
925,000 |
0.36% |
|
|
| 36 |
Atria Investments, Inc |
41,330 |
925,000 |
0.36% |
|
|
| 37 |
Long Wharf Investors, Inc. |
37,958 |
850,000 |
0.33% |
|
|
| 38 |
Commonwealth Equity Services, Inc |
37,265 |
834,000 |
0.33% |
|
|
| 39 |
Buffington Mohr McNeal |
33,018 |
739,000 |
0.29% |
|
|
| 40 |
LINCOLN NATIONAL CORP |
30,053 |
673,000 |
0.26% |
|
|
| 41 |
Confluence Wealth Management LLC |
28,716 |
643,000 |
0.25% |
|
|
| 42 |
SUNTRUST BANKS INC |
24,393 |
545,000 |
0.21% |
|
|
| 43 |
OLD NATIONAL BANCORP /IN/ |
24,303 |
544,000 |
0.21% |
|
|
| 44 |
SYNOVUS FINANCIAL CORP |
24,000 |
537,000 |
0.21% |
|
|
| 45 |
TCTC Holdings, LLC |
23,600 |
529,000 |
0.21% |
|
|
| 46 |
Freedom Investment Management, Inc. |
22,161 |
496,000 |
0.19% |
|
|
| 47 |
VSR Financial Services, Inc. |
20,597 |
461,000 |
0.18% |
|
|
| 48 |
Neuberger Berman Group LLC |
19,010 |
425,000 |
0.17% |
|
|
| 49 |
Cambridge Investment Research Advisors, Inc. |
16,667 |
373,000 |
0.15% |
|
|
| 50 |
Prospera Financial Services Inc |
16,540 |
370,000 |
0.14% |
|
|
