| 1 |
MORGAN STANLEY |
342,980 |
8,657,000 |
9.85% |
|
|
| 2 |
UBS Group AG |
314,511 |
7,938,000 |
9.04% |
|
|
| 3 |
BANK OF AMERICA CORP /DE/ |
308,397 |
7,784,000 |
8.86% |
|
|
| 4 |
HighTower Advisors, LLC |
293,501 |
7,404,000 |
8.43% |
|
|
| 5 |
WELLS FARGO & COMPANY/MN |
291,941 |
7,368,000 |
8.39% |
|
|
| 6 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
207,378 |
5,234,000 |
5.96% |
|
|
| 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
202,014 |
5,099,000 |
5.80% |
|
|
| 8 |
Vigilant Capital Management, LLC |
171,701 |
4,334,000 |
4.93% |
|
|
| 9 |
US BANCORP \DE\ |
161,655 |
4,080,000 |
4.64% |
|
|
| 10 |
CONFLUENCE INVESTMENT MANAGEMENT LLC |
154,328 |
3,895,000 |
4.43% |
|
|
| 11 |
LINCOLN NATIONAL CORP |
130,353 |
3,290,000 |
3.75% |
|
|
| 12 |
TRUST CO |
107,227 |
2,706,000 |
3.08% |
|
|
| 13 |
Raymond James Financial Services Advisors, Inc. |
94,238 |
2,379,000 |
2.71% |
|
|
| 14 |
Private Advisor Group, LLC |
79,113 |
2,007,000 |
2.28% |
|
|
| 15 |
ASSET DEDICATION, LLC |
56,246 |
1,420,000 |
1.62% |
|
|
| 16 |
FUSION FAMILY WEALTH, LLC |
51,164 |
1,302,000 |
1.48% |
|
SH |
| 17 |
PHILLIPS FINANCIAL MANAGEMENT, LLC |
49,045 |
1,245,000 |
1.42% |
|
|
| 18 |
CITADEL ADVISORS LLC |
41,211 |
1,040,000 |
1.18% |
|
|
| 19 |
TCV Trust & Wealth Management, Inc. |
34,895 |
881,000 |
1.00% |
|
|
| 20 |
AMERIPRISE FINANCIAL INC |
34,061 |
860,000 |
0.98% |
|
|
| 21 |
Roof Eidam Maycock Peralta, LLC |
31,270 |
789,000 |
0.90% |
|
|
| 22 |
NewSquare Capital LLC |
31,175 |
787,000 |
0.90% |
|
|
| 23 |
BAIRD FINANCIAL GROUP, INC. |
30,055 |
759,000 |
0.86% |
|
|
| 24 |
BOSTON ADVISORS LLC |
27,671 |
698,000 |
0.79% |
|
|
| 25 |
DAVENPORT & Co LLC |
25,245 |
637,000 |
0.73% |
|
|
| 26 |
Virtu KCG Holdings LLC |
23,617 |
596,000 |
0.68% |
|
|
| 27 |
LPL Financial LLC |
23,311 |
589,000 |
0.67% |
|
|
| 28 |
GUIDANT WEALTH ADVISORS |
18,403 |
467,000 |
0.53% |
|
|
| 29 |
Mariner, LLC |
16,155 |
408,000 |
0.46% |
|
|
| 30 |
SARGENT BICKHAM LAGUDIS LLC |
15,121 |
382,000 |
0.43% |
|
|
| 31 |
Legacy Private Trust Co. |
14,675 |
370,000 |
0.42% |
|
|
| 32 |
ROYAL BANK OF CANADA |
14,377 |
363,000 |
0.41% |
|
|
| 33 |
Commonwealth Equity Services, Inc |
9,420 |
238,000 |
0.27% |
|
|
| 34 |
ARS Wealth Advisors, LLC |
9,175 |
232,000 |
0.26% |
|
|
| 35 |
JPMORGAN CHASE & CO |
8,964 |
226,000 |
0.26% |
|
|
| 36 |
GREAT LAKES ADVISORS, LLC |
8,844 |
223,000 |
0.25% |
|
|
| 37 |
Rehmann Capital Advisory Group |
8,630 |
218,000 |
0.25% |
|
|
| 38 |
Prospera Financial Services Inc |
8,000 |
202,000 |
0.23% |
|
|
| 39 |
VALLEY NATIONAL ADVISERS INC |
6,850 |
173,000 |
0.20% |
|
|
| 40 |
IFP ADVISORS, INC |
5,454 |
138,000 |
0.16% |
|
|
| 41 |
NEW CAPITAL MANAGEMENT LP |
3,189 |
80,000 |
0.09% |
|
|
| 42 |
FIFTH THIRD BANCORP |
3,095 |
78,000 |
0.09% |
|
|
| 43 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
2,668 |
68,000 |
0.08% |
|
|
| 44 |
Ameritas Investment Partners, Inc. |
2,335 |
58,000 |
0.07% |
|
|
| 45 |
MSI Financial Services Inc |
2,047 |
52,000 |
0.06% |
|
|
| 46 |
PARALLEL ADVISORS, LLC |
2,000 |
50,000 |
0.06% |
|
|
| 47 |
PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC |
1,312 |
33,000 |
0.04% |
|
|
| 48 |
FIRST MANHATTAN CO. LLC. |
370 |
9,000 |
0.01% |
|
|
| 49 |
BlackRock Investment Management, LLC |
134 |
3,000 |
0.00% |
|
|
| 50 |
Parallax Volatility Advisers, L.P. |
1 |
0 |
0.00% |
|
|