| 1 |
BOKF, NA |
77,229 |
864,000 |
14.00% |
|
|
| 2 |
MORGAN STANLEY |
57,824 |
647,000 |
10.49% |
|
|
| 3 |
Edelman Financial Services, LLC |
51,379 |
574,000 |
9.30% |
|
|
| 4 |
Clean Yield Group |
49,290 |
551,000 |
8.93% |
|
|
| 5 |
GOLDMAN SACHS GROUP INC |
44,456 |
497,000 |
8.06% |
|
|
| 6 |
WELLS FARGO & COMPANY/MN |
37,007 |
414,000 |
6.71% |
|
|
| 7 |
BANK OF AMERICA CORP /DE/ |
36,530 |
407,000 |
6.60% |
|
|
| 8 |
Commonwealth Equity Services, Inc |
30,625 |
342,000 |
5.54% |
|
|
| 9 |
Parsec Financial Management, Inc. |
27,381 |
306,000 |
4.96% |
|
|
| 10 |
Creative Planning |
26,972 |
302,000 |
4.89% |
|
|
| 11 |
STIFEL FINANCIAL CORP |
23,300 |
261,000 |
4.23% |
|
|
| 12 |
CITADEL ADVISORS LLC |
17,373 |
194,000 |
3.14% |
|
|
| 13 |
HOWLAND CAPITAL MANAGEMENT LLC |
14,750 |
165,000 |
2.67% |
|
|
| 14 |
Janney Montgomery Scott LLC |
13,825 |
155,000 |
2.51% |
|
|
| 15 |
LPL Financial LLC |
10,893 |
121,000 |
1.96% |
|
|
| 16 |
FIFTH THIRD BANCORP |
8,966 |
100,000 |
1.62% |
|
|
| 17 |
ROYAL BANK OF CANADA |
7,221 |
81,000 |
1.31% |
|
|
| 18 |
ENVESTNET ASSET MANAGEMENT INC |
4,604 |
51,000 |
0.83% |
|
|
| 19 |
THOMAS WHITE INTERNATIONAL LTD |
3,875 |
43,000 |
0.70% |
|
|
| 20 |
Smithfield Trust Co |
2,650 |
30,000 |
0.49% |
|
|
| 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
1,773 |
20,000 |
0.32% |
|
|
| 22 |
PNC FINANCIAL SERVICES GROUP, INC. |
1,112 |
12,000 |
0.19% |
|
|
| 23 |
HOWE & RUSLING INC |
1,000 |
11,000 |
0.18% |
|
|
| 24 |
WFG Advisors, LP |
500 |
6,000 |
0.10% |
|
|
| 25 |
WHITTIER TRUST CO |
580 |
6,000 |
0.10% |
|
|
| 26 |
Tower Research Capital LLC (TRC) |
261 |
3,000 |
0.05% |
|
|
| 27 |
TRUST CO OF VERMONT |
200 |
2,000 |
0.03% |
|
|
| 28 |
Sandy Spring Bank |
200 |
2,000 |
0.03% |
|
|
| 29 |
US BANCORP \DE\ |
236 |
2,000 |
0.03% |
|
|
| 30 |
ASSETMARK, INC |
55 |
1,000 |
0.02% |
|
|
| 31 |
Parallax Volatility Advisers, L.P. |
1 |
0 |
0.00% |
|
|
