| 1 |
MORGAN STANLEY |
801,202 |
17,539,000 |
9.22% |
|
|
| 2 |
UBS AG |
776,968 |
17,008,000 |
8.94% |
|
|
| 3 |
TD Capital Management LLC |
664,667 |
14,550,000 |
7.65% |
|
|
| 4 |
DAVENPORT & Co LLC |
660,898 |
14,467,057 |
7.60% |
|
|
| 5 |
COURIER CAPITAL LLC |
556,084 |
12,173,000 |
6.40% |
|
|
| 6 |
BANK OF AMERICA CORP /DE/ |
548,963 |
12,017,000 |
6.32% |
|
|
| 7 |
Evanston Investments, Inc., dba Evanston Advisors |
477,907 |
10,461,000 |
5.50% |
|
|
| 8 |
LPL Financial LLC |
385,747 |
8,444,000 |
4.44% |
|
|
| 9 |
WELLS FARGO & COMPANY/MN |
331,667 |
7,260,000 |
3.82% |
|
|
| 10 |
SPINNAKER TRUST |
326,941 |
7,157,000 |
3.76% |
|
|
| 11 |
Linscomb Wealth, Inc. |
293,744 |
6,430,000 |
3.38% |
|
|
| 12 |
Pinnacle Advisory Group, Inc. |
284,863 |
6,235,000 |
3.28% |
|
|
| 13 |
AMERIPRISE FINANCIAL INC |
212,873 |
4,660,000 |
2.45% |
|
|
| 14 |
Cetera Advisor Networks LLC |
207,294 |
4,536,000 |
2.38% |
|
|
| 15 |
Legacy Private Trust Co. |
203,962 |
4,465,000 |
2.35% |
|
|
| 16 |
ROYAL BANK OF CANADA |
184,220 |
4,032,000 |
2.12% |
|
|
| 17 |
D.A. DAVIDSON & CO. |
167,349 |
3,663,000 |
1.92% |
|
|
| 18 |
Raub Brock Capital Management LP |
113,670 |
2,488,000 |
1.31% |
|
|
| 19 |
Buffington Mohr McNeal |
112,790 |
2,469,000 |
1.30% |
|
|
| 20 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
111,282 |
2,436,000 |
1.28% |
|
|
| 21 |
Capital Advisors, Ltd. LLC |
100,971 |
2,210,000 |
1.16% |
|
|
| 22 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
95,046 |
2,079,000 |
1.09% |
|
|
| 23 |
Parasol Investment Management, LLC |
89,545 |
1,960,000 |
1.03% |
|
|
| 24 |
PARK NATIONAL CORP /OH/ |
73,895 |
1,617,561 |
0.85% |
|
|
| 25 |
Apriem Advisors |
70,413 |
1,541,000 |
0.81% |
|
|
| 26 |
CONFLUENCE INVESTMENT MANAGEMENT LLC |
65,429 |
1,432,000 |
0.75% |
|
|
| 27 |
Confluence Wealth Management LLC |
55,825 |
1,222,000 |
0.64% |
|
|
| 28 |
Orion Porfolio Solutions, LLC |
55,472 |
1,214,000 |
0.64% |
|
|
| 29 |
East Coast Asset Management, LLC. |
40,954 |
896,000 |
0.47% |
|
|
| 30 |
JANE STREET GROUP, LLC |
40,919 |
896,000 |
0.47% |
|
|
| 31 |
Long Wharf Investors, Inc. |
40,718 |
891,000 |
0.47% |
|
|
| 32 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV |
39,187 |
858,000 |
0.45% |
|
|
| 33 |
Atria Investments, Inc |
37,357 |
818,000 |
0.43% |
|
|
| 34 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
35,311 |
773,000 |
0.41% |
|
|
| 35 |
ENVESTNET ASSET MANAGEMENT INC |
31,507 |
690,000 |
0.36% |
|
|
| 36 |
Neuberger Berman Group LLC |
29,910 |
655,000 |
0.34% |
|
|
| 37 |
AMERICAN INTERNATIONAL GROUP, INC. |
29,884 |
654,161 |
0.34% |
|
|
| 38 |
American Money Management, LLC |
28,085 |
615,000 |
0.32% |
|
|
| 39 |
VSR Financial Services, Inc. |
27,197 |
595,000 |
0.31% |
|
|
| 40 |
Cambridge Investment Research Advisors, Inc. |
24,625 |
539,000 |
0.28% |
|
|
| 41 |
Ashfield Capital Partners, LLC |
24,223 |
530,000 |
0.28% |
|
|
| 42 |
Prospera Financial Services Inc |
22,156 |
485,000 |
0.25% |
|
|
| 43 |
Freedom Investment Management, Inc. |
20,463 |
448,000 |
0.24% |
|
|
| 44 |
MADISON INVESTMENT HOLDINGS INC |
18,042 |
395,000 |
0.21% |
|
|
| 45 |
Commonwealth Equity Services, Inc |
18,054 |
395,000 |
0.21% |
|
|
| 46 |
GUGGENHEIM CAPITAL LLC |
17,652 |
386,000 |
0.20% |
|
|
| 47 |
CADENCE BANK NA |
14,383 |
314,000 |
0.17% |
|
|
| 48 |
HT Partners LLC |
13,042 |
285,000 |
0.15% |
|
|
| 49 |
Segment Wealth Management, LLC |
12,650 |
277,000 |
0.15% |
|
|
| 50 |
Concert Wealth Management Inc. |
12,122 |
262,000 |
0.14% |
|
|
