| 1 |
AVIANCE CAPITAL MANAGEMENT, LLC |
198,522 |
2,210,000 |
21.38% |
|
|
| 2 |
UBS Group AG |
153,276 |
1,706,000 |
16.50% |
|
|
| 3 |
Clean Yield Group |
81,045 |
902,000 |
8.72% |
|
|
| 4 |
BOKF, NA |
75,879 |
845,000 |
8.17% |
|
|
| 5 |
MORGAN STANLEY |
56,405 |
628,000 |
6.07% |
|
|
| 6 |
COLORADO CAPITAL MANAGEMENT, INC. |
54,569 |
607,000 |
5.87% |
|
|
| 7 |
ROYAL BANK OF CANADA |
43,899 |
489,000 |
4.73% |
|
|
| 8 |
Edelman Financial Services, LLC |
39,993 |
445,000 |
4.30% |
|
|
| 9 |
WELLS FARGO & COMPANY/MN |
37,683 |
419,000 |
4.05% |
|
|
| 10 |
Creative Planning |
30,645 |
341,000 |
3.30% |
|
|
| 11 |
GOLDMAN SACHS GROUP INC |
26,183 |
291,000 |
2.81% |
|
|
| 12 |
BANK OF AMERICA CORP /DE/ |
21,102 |
234,000 |
2.26% |
|
|
| 13 |
Commonwealth Equity Services, Inc |
18,999 |
211,000 |
2.04% |
|
|
| 14 |
STIFEL FINANCIAL CORP |
18,300 |
203,000 |
1.96% |
|
|
| 15 |
Parsec Financial Management, Inc. |
16,255 |
181,000 |
1.75% |
|
|
| 16 |
Dakota Wealth Management |
12,700 |
141,000 |
1.36% |
|
|
| 17 |
LPL Financial LLC |
10,891 |
120,000 |
1.16% |
|
|
| 18 |
Osborn Williams & Donohoe LLC |
10,000 |
111,000 |
1.07% |
|
|
| 19 |
FIFTH THIRD BANCORP |
8,966 |
100,000 |
0.97% |
|
|
| 20 |
THOMAS WHITE INTERNATIONAL LTD |
3,119 |
35,000 |
0.34% |
|
|
| 21 |
IFP ADVISORS, INC |
2,093 |
23,000 |
0.22% |
|
|
| 22 |
Smithfield Trust Co |
1,500 |
17,000 |
0.16% |
|
|
| 23 |
PNC FINANCIAL SERVICES GROUP, INC. |
1,110 |
12,000 |
0.12% |
|
|
| 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
1,114 |
12,000 |
0.12% |
|
|
| 25 |
HOWE & RUSLING INC |
1,000 |
11,000 |
0.11% |
|
|
| 26 |
MSI Financial Services Inc |
668 |
7,000 |
0.07% |
|
|
| 27 |
WFG Advisors, LP |
500 |
6,000 |
0.06% |
|
|
| 28 |
WHITTIER TRUST CO |
580 |
6,000 |
0.06% |
|
|
| 29 |
Advisory Services Network, LLC |
480 |
5,000 |
0.05% |
|
|
| 30 |
BRONFMAN E.L. ROTHSCHILD, L.P. |
381 |
4,000 |
0.04% |
|
|
| 31 |
NEXT Financial Group, Inc |
300 |
3,000 |
0.03% |
|
|
| 32 |
Concert Wealth Management Inc. |
250 |
3,000 |
0.03% |
|
|
| 33 |
US BANCORP \DE\ |
236 |
2,000 |
0.02% |
|
|
| 34 |
Sandy Spring Bank |
200 |
2,000 |
0.02% |
|
|
| 35 |
ADIRONDACK TRUST CO |
200 |
2,000 |
0.02% |
|
|
| 36 |
Financial Management Professionals, Inc. |
200 |
2,000 |
0.02% |
|
|
| 37 |
TRUST CO OF VERMONT |
200 |
2,000 |
0.02% |
|
|
| 38 |
ASSETMARK, INC |
54 |
1,000 |
0.01% |
|
|
| 39 |
Parallax Volatility Advisers, L.P. |
1 |
0 |
0.00% |
|
|
