| 1 |
Creative Planning |
667,576 |
9,433,000 |
69.20% |
|
|
| 2 |
MORGAN STANLEY |
89,338 |
1,262,000 |
9.26% |
|
|
| 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
39,091 |
552,000 |
4.05% |
|
|
| 4 |
Virtu KCG Holdings LLC |
36,409 |
514,000 |
3.77% |
|
|
| 5 |
BANK OF AMERICA CORP /DE/ |
34,111 |
482,000 |
3.54% |
|
|
| 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
30,083 |
425,000 |
3.12% |
|
|
| 7 |
UBS Group AG |
24,982 |
353,000 |
2.59% |
|
|
| 8 |
CHILTON CAPITAL MANAGEMENT LLC |
23,700 |
335,000 |
2.46% |
|
|
| 9 |
ROYAL BANK OF CANADA |
5,250 |
74,000 |
0.54% |
|
|
| 10 |
CUTLER GROUP LLC / CA |
4,000 |
56,000 |
0.41% |
|
|
| 11 |
FARMERS & MERCHANTS INVESTMENTS INC |
2,900 |
41,000 |
0.30% |
|
|
| 12 |
Smithfield Trust Co |
2,200 |
31,000 |
0.23% |
|
|
| 13 |
ENVESTNET ASSET MANAGEMENT INC |
1,141 |
16,000 |
0.12% |
|
|
| 14 |
CAPTRUST FINANCIAL ADVISORS |
1,073 |
15,000 |
0.11% |
|
|
| 15 |
JPMORGAN CHASE & CO |
1,000 |
14,000 |
0.10% |
|
|
| 16 |
Brandywine Global Investment Management, LLC |
800 |
12,000 |
0.09% |
|
|
| 17 |
IFP ADVISORS, INC |
852 |
12,000 |
0.09% |
|
|
| 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
265 |
4,000 |
0.03% |
|
|
| 19 |
KRILOGY FINANCIAL LLC |
2 |
1,000 |
0.01% |
|
|
| 20 |
CUTLER GROUP LLC / CA |
1,200 |
0 |
0.00% |
Call |
|
| 21 |
Parallax Volatility Advisers, L.P. |
1 |
0 |
0.00% |
|
|
