| 1 |
Wharton Business Group, LLC |
70,385 |
2,089,000 |
24.86% |
|
|
| 2 |
AMERIPRISE FINANCIAL INC |
45,497 |
1,350,000 |
16.07% |
|
|
| 3 |
Creative Planning |
32,000 |
950,000 |
11.31% |
|
|
| 4 |
UBS Group AG |
28,370 |
842,000 |
10.02% |
|
|
| 5 |
BANK OF AMERICA CORP /DE/ |
22,464 |
667,000 |
7.94% |
|
|
| 6 |
WELLS FARGO & COMPANY/MN |
17,717 |
525,000 |
6.25% |
|
|
| 7 |
MORGAN STANLEY |
16,968 |
504,000 |
6.00% |
|
|
| 8 |
ROYAL BANK OF CANADA |
13,735 |
408,000 |
4.86% |
|
|
| 9 |
AXA S.A. |
11,980 |
356,000 |
4.24% |
|
|
| 10 |
LPL Financial LLC |
10,835 |
322,000 |
3.83% |
|
|
| 11 |
NORTHERN CAPITAL MANAGEMENT LLC |
8,745 |
260,000 |
3.09% |
|
|
| 12 |
B. Riley Wealth Advisors, Inc. |
1,300 |
39,000 |
0.46% |
|
|
| 13 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
525 |
16,000 |
0.19% |
|
|
| 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
507 |
15,000 |
0.18% |
|
|
| 15 |
AMERICAN INTERNATIONAL GROUP, INC. |
457 |
13,564 |
0.16% |
|
|
| 16 |
Ironwood Financial, llc |
395 |
12,000 |
0.14% |
|
|
| 17 |
Parasol Investment Management, LLC |
373 |
11,000 |
0.13% |
|
|
| 18 |
MANAGED ACCOUNT ADVISORS LLC |
280 |
8,000 |
0.10% |
|
|
| 19 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. |
275 |
8,000 |
0.10% |
|
|
| 20 |
PNC FINANCIAL SERVICES GROUP, INC. |
200 |
6,000 |
0.07% |
|
|
| 21 |
Tower Research Capital LLC (TRC) |
24 |
1,000 |
0.01% |
|
|
| 22 |
ENVESTNET ASSET MANAGEMENT INC |
13 |
0 |
0.00% |
|
|
| 23 |
Parallax Volatility Advisers, L.P. |
1 |
0 |
0.00% |
|
|
