| 1 |
BANK OF AMERICA CORP /DE/ |
128,435 |
6,684,000 |
21.53% |
|
|
| 2 |
LEE FINANCIAL CORP |
112,829 |
5,872,000 |
18.92% |
|
|
| 3 |
COURIER CAPITAL LLC |
75,176 |
3,912,000 |
12.60% |
|
|
| 4 |
WELLS FARGO & COMPANY/MN |
63,667 |
3,314,000 |
10.68% |
|
|
| 5 |
UBS Group AG |
35,896 |
1,868,000 |
6.02% |
|
|
| 6 |
KALOS MANAGEMENT, INC. |
35,219 |
1,832,000 |
5.90% |
|
|
| 7 |
MORGAN STANLEY |
31,696 |
1,649,000 |
5.31% |
|
|
| 8 |
BlackRock Finance, Inc. |
26,832 |
1,396,000 |
4.50% |
|
|
| 9 |
Commonwealth Equity Services, Inc |
16,534 |
860,000 |
2.77% |
|
|
| 10 |
LINCOLN NATIONAL CORP |
13,046 |
679,000 |
2.19% |
|
|
| 11 |
Janney Montgomery Scott LLC |
10,736 |
559,000 |
1.80% |
|
|
| 12 |
INTERNATIONAL ASSETS HOLDING CORP |
8,804 |
458,000 |
1.48% |
|
|
| 13 |
Ballentine Partners, LLC |
7,454 |
398,000 |
1.28% |
|
|
| 14 |
Dana Investment Advisors, Inc. |
5,401 |
281,000 |
0.91% |
|
|
| 15 |
BOSTON FAMILY OFFICE LLC |
4,400 |
229,000 |
0.74% |
|
|
| 16 |
WESTSIDE INVESTMENT MANAGEMENT, INC. |
4,150 |
215,509 |
0.69% |
|
|
| 17 |
JPMORGAN CHASE & CO |
4,037 |
211,000 |
0.68% |
|
|
| 18 |
VIRTUS CAPITAL ADVISERS, LLC |
3,911 |
203,000 |
0.65% |
|
|
| 19 |
MASSEY QUICK SIMON & CO., LLC |
3,829 |
199,000 |
0.64% |
|
|
| 20 |
WEST PACES ADVISORS INC. |
1,200 |
62,448 |
0.20% |
|
|
| 21 |
Creative Planning |
1,009 |
53,000 |
0.17% |
|
|
| 22 |
ROYAL BANK OF CANADA |
788 |
41,000 |
0.13% |
|
|
| 23 |
ADVISOR GROUP, INC. |
625 |
32,000 |
0.10% |
|
|
| 24 |
IHT WEALTH MANAGEMENT, LLC |
35 |
11,000 |
0.04% |
|
|
| 25 |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC |
170 |
8,000 |
0.03% |
|
|
| 26 |
IFP ADVISORS, INC |
139 |
7,000 |
0.02% |
|
|
| 27 |
AlphaMark Advisors, LLC |
100 |
5,000 |
0.02% |
|
SH |
| 28 |
Capital Directions Investment Advisors, LLC |
58 |
3,000 |
0.01% |
|
|
| 29 |
Parallax Volatility Advisers, L.P. |
1 |
0 |
0.00% |
|
|
