| 1 |
BANK OF AMERICA CORP /DE/ |
715,051 |
49,875,000 |
11.30% |
|
|
| 2 |
Charles Schwab Investment Advisory, Inc. |
627,836 |
43,792,000 |
9.92% |
|
|
| 3 |
QS Investors, LLC |
612,982 |
42,755,000 |
9.69% |
|
|
| 4 |
WELLS FARGO & COMPANY/MN |
555,301 |
38,732,000 |
8.77% |
|
|
| 5 |
Creative Planning |
381,656 |
26,621,000 |
6.03% |
|
|
| 6 |
Efficient Advisors, LLC |
240,418 |
16,769,000 |
3.80% |
|
|
| 7 |
MORGAN STANLEY |
210,848 |
14,707,000 |
3.33% |
|
|
| 8 |
GOLDMAN SACHS GROUP INC |
203,183 |
14,172,000 |
3.21% |
|
|
| 9 |
UBS Group AG |
177,881 |
12,407,000 |
2.81% |
|
|
| 10 |
REGENTATLANTIC CAPITAL LLC |
163,798 |
11,425,000 |
2.59% |
|
|
| 11 |
ALESCO ADVISORS LLC |
158,717 |
11,071,000 |
2.51% |
|
|
| 12 |
One Capital Management, LLC |
151,380 |
10,559,000 |
2.39% |
|
|
| 13 |
BOK Financial Private Wealth, Inc. |
143,071 |
9,979,000 |
2.26% |
|
|
| 14 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC |
125,178 |
8,731,000 |
1.98% |
|
|
| 15 |
ROYAL BANK OF CANADA |
112,050 |
7,816,000 |
1.77% |
|
|
| 16 |
CITIGROUP INC |
104,952 |
7,320,000 |
1.66% |
|
|
| 17 |
MONROE BANK & TRUST/MI |
87,065 |
6,073,000 |
1.38% |
|
|
| 18 |
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
78,750 |
5,493,000 |
1.24% |
|
|
| 19 |
CIBC BANK USA |
71,563 |
4,991,000 |
1.13% |
|
|
| 20 |
DOWLING & YAHNKE LLC |
70,915 |
4,946,000 |
1.12% |
|
|
| 21 |
TOTH FINANCIAL ADVISORY CORP |
56,275 |
3,925,000 |
0.89% |
|
|
| 22 |
BANK OF MONTREAL /CAN/ |
53,600 |
3,740,000 |
0.85% |
|
|
| 23 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
52,838 |
3,686,000 |
0.84% |
|
|
| 24 |
Parkside Advisors LLC |
48,586 |
3,389,000 |
0.77% |
|
|
| 25 |
Transamerica Financial Advisors, LLC |
47,667 |
3,325,000 |
0.75% |
|
|
| 26 |
JUNCTURE WEALTH STRATEGIES, LLC |
43,472 |
3,032,000 |
0.69% |
|
|
| 27 |
SMITH, MOORE & CO. |
40,633 |
2,834,000 |
0.64% |
|
|
| 28 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
38,525 |
2,687,000 |
0.61% |
|
|
| 29 |
BOSTON FAMILY OFFICE LLC |
35,155 |
2,452,000 |
0.56% |
|
|
| 30 |
ENVESTNET ASSET MANAGEMENT INC |
33,674 |
2,349,000 |
0.53% |
|
|
| 31 |
Raymond James Financial Services Advisors, Inc. |
31,853 |
2,222,000 |
0.50% |
|
|
| 32 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
31,766 |
2,216,000 |
0.50% |
|
|
| 33 |
Connective Capital Management, LLC |
27,466 |
1,915,000 |
0.43% |
|
|
| 34 |
Capital Investment Advisors, LLC |
27,283 |
1,903,000 |
0.43% |
|
|
| 35 |
JANE STREET GROUP, LLC |
27,052 |
1,887,000 |
0.43% |
|
|
| 36 |
JOHNSON INVESTMENT COUNSEL INC |
26,993 |
1,882,000 |
0.43% |
|
|
| 37 |
RAYMOND JAMES & ASSOCIATES |
25,988 |
1,813,000 |
0.41% |
|
|
| 38 |
LPL Financial LLC |
22,091 |
1,588,000 |
0.36% |
|
|
| 39 |
MSI Financial Services Inc |
22,449 |
1,566,000 |
0.35% |
|
|
| 40 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
21,200 |
1,479,000 |
0.34% |
Call |
|
| 41 |
KANALY TRUST CO |
19,515 |
1,361,000 |
0.31% |
|
|
| 42 |
CPWM, LLC |
18,528 |
1,292,000 |
0.29% |
|
|
| 43 |
Gradient Investments LLC |
18,480 |
1,289,000 |
0.29% |
|
|
| 44 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
17,948 |
1,252,000 |
0.28% |
|
|
| 45 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
16,914 |
1,180,000 |
0.27% |
|
|
| 46 |
VSR Financial Services, Inc. |
16,731 |
1,167,000 |
0.26% |
|
|
| 47 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC |
16,525 |
1,153,000 |
0.26% |
|
|
| 48 |
Evanson Asset Management, LLC |
16,336 |
1,139,000 |
0.26% |
|
|
| 49 |
Manchester Capital Management LLC |
16,271 |
1,135,000 |
0.26% |
|
|
| 50 |
Hilltop Holdings Inc. |
16,103 |
1,123,000 |
0.25% |
|
|
