| 1 |
MORGAN STANLEY |
1,055,841 |
55,178,000 |
31.27% |
|
|
| 2 |
TCV Trust & Wealth Management, Inc. |
520,933 |
27,224,000 |
15.43% |
|
|
| 3 |
BANK OF AMERICA CORP /DE/ |
402,256 |
21,021,000 |
11.91% |
|
|
| 4 |
WELLS FARGO & COMPANY/MN |
249,619 |
13,045,000 |
7.39% |
|
|
| 5 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
200,358 |
10,471,000 |
5.93% |
|
|
| 6 |
UBS AG |
122,159 |
6,384,000 |
3.62% |
|
|
| 7 |
Cambridge Investment Research Advisors, Inc. |
85,179 |
4,451,000 |
2.52% |
|
|
| 8 |
Placemark Investments, Inc. |
83,915 |
4,386,000 |
2.49% |
|
|
| 9 |
MOLLER WEALTH PARTNERS |
84,420 |
4,363,000 |
2.47% |
|
|
| 10 |
NewSquare Capital LLC |
60,950 |
3,185,000 |
1.81% |
|
|
| 11 |
CONNORS INVESTOR SERVICES INC |
57,699 |
3,015,000 |
1.71% |
|
|
| 12 |
PNC FINANCIAL SERVICES GROUP, INC. |
55,624 |
2,907,000 |
1.65% |
|
|
| 13 |
COURIER CAPITAL LLC |
53,682 |
2,805,000 |
1.59% |
|
|
| 14 |
EXCELSIA, INC. |
39,396 |
2,059,000 |
1.17% |
|
|
| 15 |
CAPE ANN SAVINGS BANK |
33,277 |
1,739,000 |
0.99% |
|
|
| 16 |
Commonwealth Equity Services, Inc |
24,292 |
1,269,000 |
0.72% |
|
|
| 17 |
WADE G W & INC |
21,388 |
1,118,000 |
0.63% |
|
|
| 18 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC |
17,142 |
896,000 |
0.51% |
|
|
| 19 |
ENVESTNET ASSET MANAGEMENT INC |
16,571 |
866,000 |
0.49% |
|
|
| 20 |
LPL Financial LLC |
16,469 |
852,000 |
0.48% |
|
|
| 21 |
OLD NATIONAL BANCORP /IN/ |
15,872 |
829,000 |
0.47% |
|
|
| 22 |
ARGENT TRUST COMPANY, N.A. |
13,500 |
706,000 |
0.40% |
|
|
| 23 |
RAY GERALD L & ASSOCIATES LTD |
11,684 |
611,000 |
0.35% |
|
|
| 24 |
Orion Porfolio Solutions, LLC |
10,375 |
542,000 |
0.31% |
|
|
| 25 |
M&T BANK CORP |
10,083 |
527,000 |
0.30% |
|
|
| 26 |
Haverford Trust Co |
9,720 |
508,000 |
0.29% |
|
|
| 27 |
STIFEL FINANCIAL CORP |
9,143 |
478,000 |
0.27% |
|
|
| 28 |
ROYAL BANK OF CANADA |
8,860 |
463,000 |
0.26% |
|
|
| 29 |
Creative Planning |
8,764 |
458,000 |
0.26% |
|
|
| 30 |
GIRARD ADVISORY SERVICES, LLC |
8,150 |
426,000 |
0.24% |
|
|
| 31 |
Concert Wealth Management Inc. |
7,266 |
380,000 |
0.22% |
|
|
| 32 |
DEUTSCHE BANK AG\ |
7,057 |
368,000 |
0.21% |
|
|
| 33 |
CULBERTSON A N & CO INC |
6,180 |
323,000 |
0.18% |
|
SH |
| 34 |
Janney Montgomery Scott LLC |
6,071 |
317,270 |
0.18% |
|
|
| 35 |
Edgemoor Investment Advisors, Inc. |
4,848 |
253,000 |
0.14% |
|
|
| 36 |
CIBC WORLD MARKET INC. |
4,725 |
247,000 |
0.14% |
|
|
| 37 |
M Holdings Securities, Inc. |
4,352 |
227,000 |
0.13% |
|
|
| 38 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
4,319 |
226,000 |
0.13% |
|
|
| 39 |
Greylin Investment Management, Inc |
4,319 |
226,000 |
0.13% |
|
|
| 40 |
FIDUCIARY TRUST CO |
4,050 |
212,000 |
0.12% |
|
|
| 41 |
Private Advisor Group, LLC |
3,268 |
171,000 |
0.10% |
|
|
| 42 |
Tortoise Investment Management, LLC |
3,000 |
157,000 |
0.09% |
|
|
| 43 |
US BANCORP \DE\ |
2,344 |
122,000 |
0.07% |
|
|
| 44 |
LS Investment Advisors, LLC |
1,610 |
84,000 |
0.05% |
|
|
| 45 |
BANK OF MONTREAL /CAN/ |
1,285 |
67,000 |
0.04% |
|
|
| 46 |
Capital Advisors, Ltd. LLC |
1,205 |
62,000 |
0.04% |
|
|
| 47 |
Regal Investment Advisors LLC |
925 |
48,000 |
0.03% |
|
|
| 48 |
MSI Financial Services Inc |
889 |
46,000 |
0.03% |
|
|
| 49 |
AMERICAN INTERNATIONAL GROUP, INC. |
597 |
31,200 |
0.02% |
|
|
| 50 |
NEW ENGLAND SECURITIES CORP /MA/ |
509 |
27,000 |
0.02% |
|
|
