| 1 |
MORGAN STANLEY |
897,030 |
41,792,000 |
17.93% |
|
|
| 2 |
TCV Trust & Wealth Management, Inc. |
571,614 |
26,632,000 |
11.42% |
|
|
| 3 |
BANK OF AMERICA CORP /DE/ |
400,001 |
18,636,000 |
7.99% |
|
|
| 4 |
MISSION WEALTH MANAGEMENT, LLC |
361,891 |
16,860,000 |
7.23% |
|
|
| 5 |
UBS Group AG |
342,152 |
15,941,000 |
6.84% |
|
|
| 6 |
WELLS FARGO & COMPANY/MN |
322,731 |
15,036,000 |
6.45% |
|
|
| 7 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
195,106 |
9,090,000 |
3.90% |
|
|
| 8 |
HENGEHOLD CAPITAL MANAGEMENT LLC |
187,687 |
8,744,000 |
3.75% |
|
|
| 9 |
Parsec Financial Management, Inc. |
172,312 |
8,028,000 |
3.44% |
|
|
| 10 |
GOLDMAN SACHS GROUP INC |
115,323 |
5,373,000 |
2.30% |
|
|
| 11 |
JANE STREET GROUP, LLC |
101,878 |
4,746,000 |
2.04% |
|
|
| 12 |
Cambridge Investment Research Advisors, Inc. |
98,613 |
4,594,000 |
1.97% |
|
|
| 13 |
MOLLER WEALTH PARTNERS |
81,921 |
3,817,000 |
1.64% |
|
|
| 14 |
COURIER CAPITAL LLC |
65,658 |
3,059,000 |
1.31% |
|
|
| 15 |
WOODMONT INVESTMENT COUNSEL LLC |
64,381 |
3,000,000 |
1.29% |
|
|
| 16 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
62,915 |
2,931,000 |
1.26% |
|
|
| 17 |
Raymond James Financial Services Advisors, Inc. |
59,900 |
2,790,000 |
1.20% |
|
|
| 18 |
Baker Ellis Asset Management LLC |
59,480 |
2,771,000 |
1.19% |
|
|
| 19 |
ENVESTNET ASSET MANAGEMENT INC |
58,972 |
2,747,000 |
1.18% |
|
|
| 20 |
CONNORS INVESTOR SERVICES INC |
58,353 |
2,719,000 |
1.17% |
|
|
| 21 |
PNC FINANCIAL SERVICES GROUP, INC. |
57,640 |
2,687,000 |
1.15% |
|
|
| 22 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
48,892 |
2,278,000 |
0.98% |
|
|
| 23 |
TMD & ASSOCIATES, INC |
37,911 |
1,766,000 |
0.76% |
|
|
| 24 |
SG Americas Securities, LLC |
33,868 |
1,578,000 |
0.68% |
|
|
| 25 |
Argent Trust Co |
31,935 |
1,488,000 |
0.64% |
|
|
| 26 |
ROYAL BANK OF CANADA |
30,759 |
1,433,000 |
0.61% |
|
|
| 27 |
Investors Capital Advisory Services |
28,861 |
1,344,000 |
0.58% |
|
|
| 28 |
Orion Porfolio Solutions, LLC |
25,989 |
1,211,000 |
0.52% |
|
|
| 29 |
FDx Advisors, Inc. |
25,754 |
1,200,000 |
0.51% |
|
|
| 30 |
Janney Montgomery Scott LLC |
25,633 |
1,194,000 |
0.51% |
|
|
| 31 |
RAYMOND JAMES & ASSOCIATES |
24,983 |
1,164,000 |
0.50% |
|
|
| 32 |
GIRARD ADVISORY SERVICES, LLC |
23,481 |
1,094,000 |
0.47% |
|
|
| 33 |
ProVise Management Group, LLC |
22,026 |
1,027,000 |
0.44% |
|
|
| 34 |
Concert Wealth Management Inc. |
18,314 |
852,000 |
0.37% |
|
|
| 35 |
CITADEL ADVISORS LLC |
18,189 |
847,000 |
0.36% |
|
|
| 36 |
CULBERTSON A N & CO INC |
17,823 |
830,000 |
0.36% |
|
SH |
| 37 |
SVA Wealth Management, LLC |
17,435 |
812,000 |
0.35% |
|
|
| 38 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC |
17,142 |
798,000 |
0.34% |
|
|
| 39 |
LPL Financial LLC |
16,663 |
762,000 |
0.33% |
|
|
| 40 |
Composition Wealth, LLC |
14,620 |
681,000 |
0.29% |
|
|
| 41 |
STIFEL FINANCIAL CORP |
11,368 |
530,000 |
0.23% |
|
|
| 42 |
CIBC WORLD MARKET INC. |
11,107 |
517,000 |
0.22% |
|
|
| 43 |
WADE G W & INC |
10,731 |
500,000 |
0.21% |
|
|
| 44 |
RAY GERALD L & ASSOCIATES LTD |
10,448 |
487,000 |
0.21% |
|
|
| 45 |
M&T BANK CORP |
10,448 |
487,000 |
0.21% |
|
|
| 46 |
Haverford Trust Co |
9,720 |
453,000 |
0.19% |
|
|
| 47 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC |
9,256 |
431,000 |
0.18% |
|
|
| 48 |
Creative Planning |
8,421 |
392,000 |
0.17% |
|
|
| 49 |
J.P. Morgan Private Wealth Advisors LLC |
7,990 |
372,000 |
0.16% |
|
|
| 50 |
Edgemoor Investment Advisors, Inc. |
6,988 |
326,000 |
0.14% |
|
|
