| 1 |
VestGen Investment Management |
299,167 |
16,353,000 |
17.25% |
|
|
| 2 |
BANK OF AMERICA CORP /DE/ |
239,494 |
13,091,000 |
13.81% |
|
|
| 3 |
MORGAN STANLEY |
208,182 |
11,379,000 |
12.01% |
|
|
| 4 |
Richard Bernstein Advisors LLC |
170,426 |
9,315,000 |
9.83% |
|
|
| 5 |
RAYMOND JAMES & ASSOCIATES |
99,701 |
5,450,000 |
5.75% |
|
|
| 6 |
Transamerica Financial Advisors, LLC |
95,643 |
5,228,000 |
5.52% |
|
|
| 7 |
Strategic Capital Group LLC |
94,224 |
5,150,000 |
5.43% |
|
|
| 8 |
UBS AG |
66,253 |
3,622,000 |
3.82% |
|
|
| 9 |
BB&T SECURITIES, LLC |
6,520 |
3,563,000 |
3.76% |
|
|
| 10 |
Private Ocean, LLC |
59,733 |
3,265,000 |
3.44% |
|
|
| 11 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
43,559 |
2,381,000 |
2.51% |
|
|
| 12 |
Horizon Investments, LLC |
42,269 |
2,310,000 |
2.44% |
|
|
| 13 |
SAGE FINANCIAL GROUP INC |
34,310 |
1,875,000 |
1.98% |
|
|
| 14 |
Bouchey Financial Group Ltd |
34,161 |
1,867,000 |
1.97% |
|
|
| 15 |
Freedom Investment Management, Inc. |
20,874 |
1,141,000 |
1.20% |
|
|
| 16 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
19,049 |
1,041,000 |
1.10% |
|
|
| 17 |
GUGGENHEIM CAPITAL LLC |
18,014 |
985,000 |
1.04% |
|
|
| 18 |
MACKAY SHIELDS LLC |
18,000 |
984,000 |
1.04% |
|
|
| 19 |
ASPIRIANT, LLC |
15,204 |
831,000 |
0.88% |
|
|
| 20 |
AVALON CAPITAL MANAGEMENT |
14,374 |
786,000 |
0.83% |
|
|
| 21 |
LPL Financial LLC |
12,634 |
691,000 |
0.73% |
|
|
| 22 |
KMS FINANCIAL SERVICES, INC |
9,936 |
543,000 |
0.57% |
|
|
| 23 |
COLDSTREAM CAPITAL MANAGEMENT INC |
9,704 |
530,000 |
0.56% |
|
|
| 24 |
CITY NATIONAL BANK |
8,452 |
462,000 |
0.49% |
|
|
| 25 |
NATIONAL PLANNING CORP |
6,572 |
357,000 |
0.38% |
|
|
| 26 |
WELLS FARGO & COMPANY/MN |
4,750 |
260,000 |
0.27% |
|
|
| 27 |
First Allied Advisory Services, Inc. |
4,461 |
244,000 |
0.26% |
|
|
| 28 |
Commonwealth Equity Services, Inc |
4,385 |
240,000 |
0.25% |
|
|
| 29 |
Placemark Investments, Inc. |
4,312 |
236,000 |
0.25% |
|
|
| 30 |
AMERICAN INTERNATIONAL GROUP, INC. |
2,596 |
141,898 |
0.15% |
|
|
| 31 |
BANK OF MONTREAL /CAN/ |
2,000 |
109,000 |
0.12% |
|
|
| 32 |
NewSquare Capital LLC |
1,604 |
88,000 |
0.09% |
|
|
| 33 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
1,400 |
77,000 |
0.08% |
|
|
| 34 |
REILLY FINANCIAL ADVISORS, LLC |
906 |
50,000 |
0.05% |
|
|
| 35 |
MSI Financial Services Inc |
769 |
42,000 |
0.04% |
|
|
| 36 |
AMERIPRISE FINANCIAL INC |
662 |
36,000 |
0.04% |
|
|
| 37 |
ROYAL BANK OF CANADA |
431 |
24,000 |
0.03% |
|
|
| 38 |
NEW ENGLAND SECURITIES CORP /MA/ |
309 |
17,000 |
0.02% |
|
|
| 39 |
Madden Advisory Services, Inc. |
220 |
12,000 |
0.01% |
|
|
| 40 |
CITIGROUP INC |
17 |
1,000 |
0.00% |
|
|