| 1 |
MORGAN STANLEY |
999,806 |
54,660,000 |
30.21% |
|
|
| 2 |
TCV Trust & Wealth Management, Inc. |
494,381 |
27,028,000 |
14.94% |
|
|
| 3 |
BANK OF AMERICA CORP /DE/ |
373,981 |
20,446,000 |
11.30% |
|
|
| 4 |
WELLS FARGO & COMPANY/MN |
233,917 |
12,788,000 |
7.07% |
|
|
| 5 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC |
184,832 |
10,105,000 |
5.58% |
|
|
| 6 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
161,107 |
8,808,000 |
4.87% |
|
|
| 7 |
MOLLER WEALTH PARTNERS |
105,625 |
5,775,000 |
3.19% |
|
|
| 8 |
Cambridge Investment Research Advisors, Inc. |
94,439 |
5,163,000 |
2.85% |
|
|
| 9 |
UBS AG |
83,305 |
4,554,000 |
2.52% |
|
|
| 10 |
Placemark Investments, Inc. |
73,224 |
4,003,000 |
2.21% |
|
|
| 11 |
NewSquare Capital LLC |
67,251 |
3,677,000 |
2.03% |
|
|
| 12 |
CONNORS INVESTOR SERVICES INC |
59,364 |
3,245,000 |
1.79% |
|
|
| 13 |
COURIER CAPITAL LLC |
51,117 |
2,795,000 |
1.54% |
|
|
| 14 |
LPL Financial LLC |
37,222 |
2,035,000 |
1.12% |
|
|
| 15 |
PNC FINANCIAL SERVICES GROUP, INC. |
36,772 |
2,009,000 |
1.11% |
|
|
| 16 |
NEW ENGLAND SECURITIES CORP /MA/ |
34,138 |
1,866,000 |
1.03% |
|
|
| 17 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
22,167 |
1,212,000 |
0.67% |
|
|
| 18 |
ENVESTNET ASSET MANAGEMENT INC |
17,795 |
973,000 |
0.54% |
|
|
| 19 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC |
17,142 |
937,000 |
0.52% |
|
|
| 20 |
TOWER TRUST Co |
16,520 |
904,000 |
0.50% |
|
|
| 21 |
ROYAL BANK OF CANADA |
13,432 |
735,000 |
0.41% |
|
|
| 22 |
RAY GERALD L & ASSOCIATES LTD |
13,284 |
726,000 |
0.40% |
|
|
| 23 |
WADE G W & INC |
11,800 |
645,000 |
0.36% |
|
|
| 24 |
Haverford Trust Co |
9,720 |
531,000 |
0.29% |
|
|
| 25 |
STIFEL FINANCIAL CORP |
8,711 |
476,000 |
0.26% |
|
|
| 26 |
Creative Planning |
7,850 |
429,000 |
0.24% |
|
|
| 27 |
Concert Wealth Management Inc. |
7,355 |
401,000 |
0.22% |
|
|
| 28 |
Orion Porfolio Solutions, LLC |
6,903 |
377,000 |
0.21% |
|
|
| 29 |
DEUTSCHE BANK AG\ |
6,804 |
371,000 |
0.21% |
|
|
| 30 |
CULBERTSON A N & CO INC |
6,180 |
338,000 |
0.19% |
|
SH |
| 31 |
Janney Montgomery Scott LLC |
5,721 |
312,768 |
0.17% |
|
|
| 32 |
Commonwealth Equity Services, Inc |
5,305 |
290,000 |
0.16% |
|
|
| 33 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
4,703 |
257,000 |
0.14% |
|
|
| 34 |
Virtu KCG Holdings LLC |
4,661 |
255,000 |
0.14% |
|
|
| 35 |
CIBC WORLD MARKET INC. |
4,027 |
220,000 |
0.12% |
|
|
| 36 |
JPMORGAN CHASE & CO |
3,934 |
215,000 |
0.12% |
|
|
| 37 |
NATIXIS ADVISORS, LLC |
3,767 |
206,000 |
0.11% |
|
|
| 38 |
Sequoia Financial Advisors, LLC |
3,748 |
205,000 |
0.11% |
|
|
| 39 |
KMS FINANCIAL SERVICES, INC |
3,720 |
203,000 |
0.11% |
|
|
| 40 |
Tortoise Investment Management, LLC |
3,000 |
164,000 |
0.09% |
|
|
| 41 |
Regal Investment Advisors LLC |
2,433 |
133,000 |
0.07% |
|
|
| 42 |
US BANCORP \DE\ |
2,344 |
128,000 |
0.07% |
|
|
| 43 |
BANK OF MONTREAL /CAN/ |
1,785 |
98,000 |
0.05% |
|
|
| 44 |
LS Investment Advisors, LLC |
1,610 |
88,000 |
0.05% |
|
|
| 45 |
Capital Advisors, Ltd. LLC |
1,205 |
66,000 |
0.04% |
|
|
| 46 |
MSI Financial Services Inc |
844 |
46,000 |
0.03% |
|
|
| 47 |
FIFTH THIRD BANCORP |
335 |
18,000 |
0.01% |
|
|
| 48 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
255 |
14,000 |
0.01% |
|
|
| 49 |
WFG Advisors, LP |
234 |
13,000 |
0.01% |
|
|
| 50 |
AMERICAN INTERNATIONAL GROUP, INC. |
209 |
11,406 |
0.01% |
|
|