| 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
269,065 |
5,088,000 |
31.20% |
|
|
| 2 |
BBVA USA Bancshares, Inc. |
269,065 |
4,351,000 |
26.68% |
|
|
| 3 |
ROYAL BANK OF CANADA |
58,883 |
952,000 |
5.84% |
|
|
| 4 |
MORGAN STANLEY |
57,048 |
922,000 |
5.65% |
|
|
| 5 |
CITIGROUP INC |
50,000 |
809,000 |
4.96% |
|
|
| 6 |
Creative Planning |
41,000 |
663,000 |
4.07% |
|
|
| 7 |
UBS Group AG |
36,479 |
590,000 |
3.62% |
|
|
| 8 |
AMERIPRISE FINANCIAL INC |
32,550 |
529,000 |
3.24% |
|
|
| 9 |
FIRST UNITED BANK & TRUST |
27,774 |
449,000 |
2.75% |
|
|
| 10 |
Madden Advisory Services, Inc. |
26,183 |
423,000 |
2.59% |
|
|
| 11 |
BANK OF AMERICA CORP /DE/ |
20,514 |
332,000 |
2.04% |
|
|
| 12 |
RAYMOND JAMES & ASSOCIATES |
20,070 |
325,000 |
1.99% |
|
|
| 13 |
JANE STREET GROUP, LLC |
18,110 |
293,000 |
1.80% |
|
|
| 14 |
WELLS FARGO & COMPANY/MN |
16,020 |
259,000 |
1.59% |
|
|
| 15 |
AXA S.A. |
5,210 |
84,000 |
0.52% |
|
|
| 16 |
Winslow, Evans & Crocker, Inc. |
5,150 |
83,276 |
0.51% |
|
|
| 17 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
3,996 |
65,000 |
0.40% |
|
|
| 18 |
KANALY TRUST CO |
1,635 |
26,000 |
0.16% |
|
|
| 19 |
INTEGRATED WEALTH MANAGEMENT |
902 |
14,000 |
0.09% |
|
|
| 20 |
NEXT Financial Group, Inc |
900 |
14,000 |
0.09% |
|
|
| 21 |
CT Financial Advisors LLC |
707 |
11,432 |
0.07% |
|
|
| 22 |
PNC FINANCIAL SERVICES GROUP, INC. |
511 |
8,000 |
0.05% |
|
|
| 23 |
AMERICAN INTERNATIONAL GROUP, INC. |
352 |
5,691 |
0.03% |
|
|
| 24 |
Transamerica Financial Advisors, LLC |
200 |
4,000 |
0.02% |
|
|
| 25 |
MSI Financial Services Inc |
193 |
3,000 |
0.02% |
|
|
| 26 |
OPTIMUM INVESTMENT ADVISORS |
101 |
2,000 |
0.01% |
|
|
| 27 |
WFG Advisors, LP |
100 |
2,000 |
0.01% |
|
|
| 28 |
Parallax Volatility Advisers, L.P. |
1 |
0 |
0.00% |
|
|
