| 1 |
Bridgewater Wealth & Financial Management, LLC |
92,692 |
7,909,000 |
29.02% |
|
|
| 2 |
WMS Partners, LLC |
43,186 |
3,685,000 |
13.52% |
|
|
| 3 |
BRIDGE CREEK CAPITAL MANAGEMENT LLC |
28,030 |
2,398,000 |
8.80% |
|
|
| 4 |
Commonwealth Equity Services, Inc |
21,299 |
1,817,000 |
6.67% |
|
|
| 5 |
GAMCO INVESTORS, INC. ET AL |
18,520 |
1,580,000 |
5.80% |
|
|
| 6 |
DIMENSIONAL FUND ADVISORS LP |
13,956 |
1,205,000 |
4.42% |
|
|
| 7 |
EVERMAY WEALTH MANAGEMENT LLC |
13,627 |
1,163,000 |
4.27% |
|
|
| 8 |
Brown Advisory Securities, LLC |
13,571 |
1,158,000 |
4.25% |
|
|
| 9 |
WBH ADVISORY INC |
12,312 |
1,053,000 |
3.86% |
|
|
| 10 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
9,373 |
800,000 |
2.94% |
|
|
| 11 |
PNC FINANCIAL SERVICES GROUP, INC. |
5,700 |
487,000 |
1.79% |
|
|
| 12 |
Maryland Capital Management |
5,000 |
427,000 |
1.57% |
|
|
| 13 |
WELLS FARGO & COMPANY/MN |
5,000 |
427,000 |
1.57% |
|
|
| 14 |
Lowe Wealth Advisors, LLC |
4,380 |
374,000 |
1.37% |
|
|
| 15 |
Pinnacle Advisory Group, Inc. |
4,256 |
367,000 |
1.35% |
|
|
| 16 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
4,114 |
355,000 |
1.30% |
|
|
| 17 |
UBS Group AG |
3,875 |
331,000 |
1.21% |
|
|
| 18 |
SCOTIA CAPITAL INC. |
3,200 |
263,000 |
0.96% |
|
|
| 19 |
Rathbones Group PLC |
3,000 |
255,000 |
0.94% |
|
|
| 20 |
Cambridge Investment Research Advisors, Inc. |
2,895 |
247,000 |
0.91% |
|
|
| 21 |
LINCOLN NATIONAL CORP |
2,800 |
235,000 |
0.86% |
|
|
| 22 |
GABELLI FUNDS LLC |
2,500 |
213,000 |
0.78% |
|
|
| 23 |
A. D. Beadell Investment Counsel, Inc. |
2,400 |
205,000 |
0.75% |
|
|
| 24 |
MORGAN STANLEY |
1,694 |
145,000 |
0.53% |
|
|
| 25 |
Tower Research Capital LLC (TRC) |
532 |
45,000 |
0.17% |
|
|
| 26 |
BANK OF AMERICA CORP /DE/ |
400 |
35,000 |
0.13% |
|
|
| 27 |
ASSETMARK, INC |
414 |
35,000 |
0.13% |
|
|
| 28 |
Franklin, Parlapiano, Turner & Welch, LLC |
200 |
17,000 |
0.06% |
|
|
| 29 |
Beacon Capital Management, Inc. |
159 |
14,000 |
0.05% |
|
|
| 30 |
ARBOR WEALTH MANAGEMENT, LLC |
102 |
8,000 |
0.03% |
|
|
| 31 |
AMERICAN INTERNATIONAL GROUP, INC. |
33 |
3,000 |
0.01% |
|
|
