| 1 |
Capital Advantage, Inc. |
1,223,638 |
27,936,000 |
9.96% |
|
|
| 2 |
BANK OF AMERICA CORP /DE/ |
978,630 |
21,755,000 |
7.75% |
|
|
| 3 |
DAVENPORT & Co LLC |
889,258 |
19,768,205 |
7.05% |
|
|
| 4 |
MORGAN STANLEY |
816,257 |
18,145,000 |
6.47% |
|
|
| 5 |
Evanston Investments, Inc., dba Evanston Advisors |
645,436 |
14,348,000 |
5.11% |
|
|
| 6 |
UBS Group AG |
547,069 |
12,161,000 |
4.33% |
|
|
| 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
517,340 |
11,464,000 |
4.09% |
|
|
| 8 |
WELLS FARGO & COMPANY/MN |
500,048 |
11,116,000 |
3.96% |
|
|
| 9 |
ENVESTNET ASSET MANAGEMENT INC |
448,333 |
9,966,000 |
3.55% |
|
|
| 10 |
Motley Fool Wealth Management, LLC |
433,966 |
9,647,000 |
3.44% |
|
|
| 11 |
Spectrum Asset Management, Inc. (NB/CA) |
395,510 |
8,792,000 |
3.13% |
|
|
| 12 |
COURIER CAPITAL LLC |
384,424 |
8,546,000 |
3.05% |
|
|
| 13 |
Linscomb Wealth, Inc. |
304,457 |
6,768,000 |
2.41% |
|
|
| 14 |
HENGEHOLD CAPITAL MANAGEMENT LLC |
244,896 |
5,444,000 |
1.94% |
|
|
| 15 |
ATWOOD & PALMER INC |
243,920 |
5,422,000 |
1.93% |
|
|
| 16 |
Ironwood Financial, llc |
236,131 |
5,249,000 |
1.87% |
|
|
| 17 |
D.A. DAVIDSON & CO. |
226,092 |
5,026,000 |
1.79% |
|
|
| 18 |
LPL Financial LLC |
213,486 |
4,752,000 |
1.69% |
|
|
| 19 |
AMERIPRISE FINANCIAL INC |
191,597 |
4,259,000 |
1.52% |
|
|
| 20 |
Vigilant Capital Management, LLC |
183,359 |
4,076,000 |
1.45% |
|
|
| 21 |
REINHART PARTNERS, LLC. |
160,220 |
3,562,000 |
1.27% |
|
|
| 22 |
Legacy Private Trust Co. |
159,213 |
3,539,000 |
1.26% |
|
|
| 23 |
PARK NATIONAL CORP /OH/ |
146,550 |
3,257,000 |
1.16% |
|
|
| 24 |
Raub Brock Capital Management LP |
145,370 |
3,232,000 |
1.15% |
|
|
| 25 |
Buffington Mohr McNeal |
139,225 |
3,095,000 |
1.10% |
|
|
| 26 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
129,926 |
2,888,000 |
1.03% |
|
|
| 27 |
STANCORP INVESTMENT ADVISERS INC |
104,150 |
2,315,000 |
0.83% |
|
|
| 28 |
Frontier Wealth Management LLC |
101,665 |
2,260,000 |
0.81% |
|
|
| 29 |
Parasol Investment Management, LLC |
97,050 |
2,157,000 |
0.77% |
|
|
| 30 |
First Fiduciary Investment Counsel, Inc. |
85,890 |
1,909,000 |
0.68% |
|
|
| 31 |
PARSONS CAPITAL MANAGEMENT INC/RI |
84,450 |
1,877,000 |
0.67% |
|
|
| 32 |
TCTC Holdings, LLC |
82,280 |
1,830,000 |
0.65% |
|
|
| 33 |
Advisors Preferred, LLC |
78,590 |
1,746,798 |
0.62% |
|
|
| 34 |
Gradient Investments LLC |
69,553 |
1,546,000 |
0.55% |
|
|
| 35 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
66,175 |
1,471,000 |
0.52% |
|
|
| 36 |
Raymond James Financial Services Advisors, Inc. |
57,901 |
1,287,000 |
0.46% |
|
|
| 37 |
STIFEL FINANCIAL CORP |
54,291 |
1,207,000 |
0.43% |
|
|
| 38 |
Carnegie Investment Counsel |
53,643 |
1,190,000 |
0.42% |
|
|
| 39 |
MADISON INVESTMENT HOLDINGS INC |
53,196 |
1,183,000 |
0.42% |
|
|
| 40 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV |
50,297 |
1,118,000 |
0.40% |
|
|
| 41 |
Atria Investments, Inc |
50,297 |
1,118,000 |
0.40% |
|
|
| 42 |
Neuberger Berman Group LLC |
50,150 |
1,115,000 |
0.40% |
|
|
| 43 |
Orion Porfolio Solutions, LLC |
45,548 |
1,013,000 |
0.36% |
|
|
| 44 |
Commonwealth Equity Services, Inc |
45,378 |
1,009,000 |
0.36% |
|
|
| 45 |
Confluence Wealth Management LLC |
45,370 |
1,009,000 |
0.36% |
|
|
| 46 |
Capital Advisors, Ltd. LLC |
44,455 |
988,000 |
0.35% |
|
|
| 47 |
ROYAL BANK OF CANADA |
44,059 |
979,000 |
0.35% |
|
|
| 48 |
JANE STREET GROUP, LLC |
43,604 |
969,000 |
0.35% |
|
|
| 49 |
EASTERN BANK |
40,517 |
901,000 |
0.32% |
|
|
| 50 |
LINCOLN NATIONAL CORP |
39,886 |
887,000 |
0.32% |
|
|
