| 1 |
Bridgewater Wealth & Financial Management, LLC |
92,692 |
9,202,000 |
24.85% |
|
|
| 2 |
WMS Partners, LLC |
43,186 |
4,287,000 |
11.58% |
|
|
| 3 |
FINANCIAL COUNSELORS INC |
34,678 |
3,443,000 |
9.30% |
|
|
| 4 |
BRIDGE CREEK CAPITAL MANAGEMENT LLC |
27,955 |
2,781,000 |
7.51% |
|
|
| 5 |
Commonwealth Equity Services, Inc |
21,299 |
2,114,000 |
5.71% |
|
|
| 6 |
GAMCO INVESTORS, INC. ET AL |
18,520 |
1,839,000 |
4.97% |
|
|
| 7 |
DIMENSIONAL FUND ADVISORS LP |
14,259 |
1,420,000 |
3.83% |
|
|
| 8 |
MORGAN STANLEY |
13,812 |
1,371,000 |
3.70% |
|
|
| 9 |
EVERMAY WEALTH MANAGEMENT LLC |
13,627 |
1,353,000 |
3.65% |
|
|
| 10 |
Brown Advisory Securities, LLC |
13,571 |
1,347,000 |
3.64% |
|
|
| 11 |
WBH ADVISORY INC |
12,423 |
1,235,000 |
3.34% |
|
|
| 12 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
9,373 |
931,000 |
2.51% |
|
|
| 13 |
PNC FINANCIAL SERVICES GROUP, INC. |
5,700 |
567,000 |
1.53% |
|
|
| 14 |
Ipswich Investment Management Co., Inc. |
5,200 |
504,000 |
1.36% |
|
|
| 15 |
WELLS FARGO & COMPANY/MN |
5,001 |
497,000 |
1.34% |
|
|
| 16 |
Maryland Capital Management |
5,000 |
496,000 |
1.34% |
|
|
| 17 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
4,514 |
450,000 |
1.22% |
|
|
| 18 |
Lowe Wealth Advisors, LLC |
4,380 |
435,000 |
1.17% |
|
|
| 19 |
Pinnacle Advisory Group, Inc. |
4,256 |
422,000 |
1.14% |
|
|
| 20 |
SCOTIA CAPITAL INC. |
3,200 |
318,000 |
0.86% |
|
|
| 21 |
Cambridge Investment Research Advisors, Inc. |
2,852 |
283,000 |
0.76% |
|
|
| 22 |
UBS Group AG |
2,808 |
279,000 |
0.75% |
|
|
| 23 |
LINCOLN NATIONAL CORP |
2,800 |
278,000 |
0.75% |
|
|
| 24 |
Rathbones Group PLC |
2,500 |
248,000 |
0.67% |
|
|
| 25 |
GABELLI FUNDS LLC |
2,500 |
248,000 |
0.67% |
|
|
| 26 |
A. D. Beadell Investment Counsel, Inc. |
2,400 |
238,000 |
0.64% |
|
|
| 27 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV |
2,250 |
224,000 |
0.60% |
|
|
| 28 |
Tufton Capital Management |
890 |
88,000 |
0.24% |
|
|
| 29 |
ASSETMARK, INC |
414 |
41,000 |
0.11% |
|
|
| 30 |
BANK OF AMERICA CORP /DE/ |
400 |
40,000 |
0.11% |
|
|
| 31 |
Franklin, Parlapiano, Turner & Welch, LLC |
200 |
20,000 |
0.05% |
|
|
| 32 |
Beacon Capital Management, Inc. |
159 |
16,000 |
0.04% |
|
|
| 33 |
GENEOS WEALTH MANAGEMENT INC. |
128 |
12,000 |
0.03% |
|
|
| 34 |
AMERICAN INTERNATIONAL GROUP, INC. |
33 |
3,000 |
0.01% |
|
|
