| 1 |
Charles Schwab Investment Advisory, Inc. |
7,669,598 |
186,525,000 |
75.32% |
|
|
| 2 |
Lourd Capital, LLC |
1,317,605 |
32,044,000 |
12.94% |
|
|
| 3 |
Evensky & Katz LLC |
640,731 |
15,582,000 |
6.29% |
|
|
| 4 |
BANK OF AMERICA CORP /DE/ |
110,863 |
2,696,000 |
1.09% |
|
|
| 5 |
Pinnacle Summer Investments, Inc. |
88,629 |
2,156,000 |
0.87% |
|
|
| 6 |
NORTHERN TRUST CORP |
8,601,333 |
2,092,000 |
0.84% |
|
|
| 7 |
ROYAL BANK OF CANADA |
70,431 |
1,713,000 |
0.69% |
|
|
| 8 |
WELLS FARGO & COMPANY/MN |
69,826 |
1,698,000 |
0.69% |
|
|
| 9 |
LPL Financial LLC |
69,348 |
1,695,000 |
0.68% |
|
|
| 10 |
MORGAN STANLEY |
20,907 |
509,000 |
0.21% |
|
|
| 11 |
Raymond James Financial Services Advisors, Inc. |
15,555 |
378,000 |
0.15% |
|
|
| 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE |
10,235 |
249,000 |
0.10% |
|
|
| 13 |
UBS Group AG |
6,718 |
164,000 |
0.07% |
|
|
| 14 |
ATWOOD & PALMER INC |
2,892 |
70,000 |
0.03% |
|
|
| 15 |
MUFG Americas Holdings Corp |
824 |
20,000 |
0.01% |
|
|
| 16 |
CITIGROUP INC |
716 |
17,000 |
0.01% |
|
|
| 17 |
AMERICAN INTERNATIONAL GROUP, INC. |
377 |
9,000 |
0.00% |
|
|
| 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
280 |
7,000 |
0.00% |
|
|
| 19 |
WASHINGTON TRUST BANK |
172 |
4,000 |
0.00% |
|
|
| 20 |
Evercore Wealth Management, LLC |
104 |
3,000 |
0.00% |
|
|
| 21 |
MOTCO |
132 |
3,000 |
0.00% |
|
|
| 22 |
Parallax Volatility Advisers, L.P. |
1 |
0 |
0.00% |
|
|
