| 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
372,690 |
7,748,000 |
21.66% |
|
|
| 2 |
MORGAN STANLEY |
336,315 |
6,992,000 |
19.55% |
|
|
| 3 |
NewSquare Capital LLC |
330,761 |
6,877,000 |
19.23% |
|
|
| 4 |
BANK OF AMERICA CORP /DE/ |
249,099 |
5,179,000 |
14.48% |
|
|
| 5 |
CONFLUENCE INVESTMENT MANAGEMENT LLC |
122,576 |
2,548,000 |
7.12% |
|
|
| 6 |
UBS Group AG |
109,579 |
2,278,000 |
6.37% |
|
|
| 7 |
ROYAL BANK OF CANADA |
69,230 |
1,440,000 |
4.03% |
|
|
| 8 |
Vigilant Capital Management, LLC |
26,720 |
556,000 |
1.55% |
|
|
| 9 |
Robert W. Baird & Co. Inc |
22,541 |
469,000 |
1.31% |
|
|
| 10 |
NOTTINGHAM ADVISORS, INC. |
21,532 |
444,000 |
1.24% |
|
|
| 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
15,363 |
319,000 |
0.89% |
|
|
| 12 |
FCG ADVISORS, LLC |
14,424 |
302,000 |
0.84% |
|
|
| 13 |
STANCORP INVESTMENT ADVISERS INC |
10,854 |
226,000 |
0.63% |
|
|
| 14 |
Bluefin Trading, LLC |
10,311 |
214,000 |
0.60% |
|
|
| 15 |
Genesis Wealth Advisors, LLC |
4,209 |
89,185 |
0.25% |
|
|
| 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
2,600 |
54,000 |
0.15% |
|
|
| 17 |
WELLS FARGO & COMPANY/MN |
1,071 |
22,000 |
0.06% |
|
|
| 18 |
Community Bank, N.A. |
600 |
12,000 |
0.03% |
|
|
| 19 |
Lehman Financial Resources, Inc. |
0 |
0 |
0.00% |
|
|
| 20 |
Parallax Volatility Advisers, L.P. |
1 |
0 |
0.00% |
|
|
