| 1 |
BANK OF AMERICA CORP /DE/ |
446,322 |
23,627,000 |
23.65% |
|
|
| 2 |
Curi Capital, LLC |
429,919 |
22,760,000 |
22.78% |
|
|
| 3 |
WELLS FARGO & COMPANY/MN |
110,608 |
5,855,000 |
5.86% |
|
|
| 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC |
102,373 |
5,420,000 |
5.43% |
|
|
| 5 |
MORGAN STANLEY |
101,334 |
5,365,000 |
5.37% |
|
|
| 6 |
Tortoise Investment Management, LLC |
86,140 |
4,560,000 |
4.56% |
|
|
| 7 |
UNITED SERVICES AUTOMOBILE ASSOCIATION |
80,000 |
4,235,000 |
4.24% |
|
|
| 8 |
D'Orazio & Associates, Inc. |
56,308 |
2,981,000 |
2.98% |
|
|
| 9 |
NORTHERN TRUST CORP |
49,117 |
2,600,000 |
2.60% |
|
|
| 10 |
Boston Standard Wealth Management, LLC |
49,190 |
2,592,000 |
2.59% |
|
|
| 11 |
AGF INVESTMENTS INC. |
39,300 |
2,078,000 |
2.08% |
|
|
| 12 |
LPL Financial LLC |
35,076 |
1,857,000 |
1.86% |
|
|
| 13 |
COLONY GROUP LLC |
31,918 |
1,690,000 |
1.69% |
|
|
| 14 |
LGT CAPITAL PARTNERS LTD. |
26,000 |
1,377,000 |
1.38% |
|
|
| 15 |
S. R. Schill & Associates |
21,977 |
1,163,000 |
1.16% |
|
|
| 16 |
JUNCTURE WEALTH STRATEGIES, LLC |
20,238 |
1,076,000 |
1.08% |
|
|
| 17 |
10-15 ASSOCIATES, INC. |
17,444 |
923,000 |
0.92% |
|
|
| 18 |
Commonwealth Equity Services, Inc |
17,430 |
923,000 |
0.92% |
|
|
| 19 |
Mariner, LLC |
15,421 |
816,000 |
0.82% |
|
|
| 20 |
SCOTIA CAPITAL INC. |
14,414 |
761,000 |
0.76% |
|
|
| 21 |
Robert W. Baird & Co. Inc |
14,104 |
747,000 |
0.75% |
|
|
| 22 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
12,054 |
638,000 |
0.64% |
|
|
| 23 |
Stratos Wealth Partners, LTD. |
9,992 |
528,488 |
0.53% |
|
|
| 24 |
ROYAL BANK OF CANADA |
9,684 |
513,000 |
0.51% |
|
|
| 25 |
COMERICA BANK |
8,600 |
456,000 |
0.46% |
|
|
| 26 |
REGIONS FINANCIAL CORP |
8,581 |
454,000 |
0.45% |
|
|
| 27 |
GOLDMAN SACHS GROUP INC |
8,526 |
451,000 |
0.45% |
|
|
| 28 |
JPMORGAN CHASE & CO |
8,000 |
424,000 |
0.42% |
|
|
| 29 |
UBS Group AG |
7,689 |
407,000 |
0.41% |
|
|
| 30 |
PICTET BANK & TRUST Ltd |
6,300 |
334,000 |
0.33% |
|
|
| 31 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
6,066 |
321,000 |
0.32% |
|
|
| 32 |
AMERIPRISE FINANCIAL INC |
4,736 |
251,000 |
0.25% |
|
|
| 33 |
OARSMAN CAPITAL, INC. |
4,225 |
224,000 |
0.22% |
|
|
| 34 |
CREDIT SUISSE AG/ |
4,000 |
212,000 |
0.21% |
|
|
| 35 |
NATIONAL PLANNING CORP |
4,010 |
208,199 |
0.21% |
|
|
| 36 |
AMERICAN INTERNATIONAL GROUP, INC. |
3,562 |
188,590 |
0.19% |
|
|
| 37 |
US BANCORP \DE\ |
2,600 |
138,000 |
0.14% |
|
|
| 38 |
PNC FINANCIAL SERVICES GROUP, INC. |
2,143 |
114,000 |
0.11% |
|
|
| 39 |
MSI Financial Services Inc |
1,877 |
99,000 |
0.10% |
|
|
| 40 |
FARMERS & MERCHANTS INVESTMENTS INC |
1,832 |
97,000 |
0.10% |
|
|
| 41 |
Creative Planning |
1,603 |
85,000 |
0.09% |
|
|
| 42 |
AlphaMark Advisors, LLC |
1,000 |
53,000 |
0.05% |
|
|
| 43 |
Tower Research Capital LLC (TRC) |
878 |
46,000 |
0.05% |
|
|
| 44 |
Commonwealth Financial Services, LLC |
660 |
35,000 |
0.04% |
|
|
| 45 |
QCI ASSET MANAGEMENT INC/NY |
490 |
26,000 |
0.03% |
|
|
| 46 |
Advisory Services Network, LLC |
500 |
26,000 |
0.03% |
|
|
| 47 |
WFG Advisors, LP |
471 |
25,000 |
0.03% |
|
|
| 48 |
Patten Group, Inc. |
460 |
24,000 |
0.02% |
|
|
| 49 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC |
350 |
19,000 |
0.02% |
|
|
| 50 |
NewSquare Capital LLC |
315 |
17,000 |
0.02% |
|
|
