| 1 |
Evanston Investments, Inc., dba Evanston Advisors |
662,456 |
13,951,000 |
14.34% |
|
|
| 2 |
UBS AG |
584,865 |
12,317,000 |
12.66% |
|
|
| 3 |
MORGAN STANLEY |
425,259 |
8,956,000 |
9.20% |
|
|
| 4 |
WELLS FARGO & COMPANY/MN |
323,575 |
6,814,000 |
7.00% |
|
|
| 5 |
HighTower Advisors, LLC |
322,539 |
6,793,000 |
6.98% |
|
|
| 6 |
EASTERN BANK |
303,090 |
6,383,000 |
6.56% |
|
|
| 7 |
BANK OF AMERICA CORP /DE/ |
265,315 |
5,588,000 |
5.74% |
|
|
| 8 |
Linscomb Wealth, Inc. |
242,321 |
5,103,000 |
5.24% |
|
|
| 9 |
Raub Brock Capital Management LP |
161,757 |
3,407,000 |
3.50% |
|
|
| 10 |
NewSquare Capital LLC |
150,735 |
3,174,000 |
3.26% |
|
|
| 11 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
103,540 |
2,181,000 |
2.24% |
|
|
| 12 |
CONFLUENCE INVESTMENT MANAGEMENT LLC |
101,271 |
2,133,000 |
2.19% |
|
|
| 13 |
BOSTON ADVISORS LLC |
99,930 |
2,105,000 |
2.16% |
|
|
| 14 |
Ashfield Capital Partners, LLC |
89,745 |
1,890,000 |
1.94% |
|
|
| 15 |
GOLDMAN SACHS GROUP INC |
88,471 |
1,863,000 |
1.91% |
|
|
| 16 |
ROYAL BANK OF CANADA |
79,153 |
1,667,000 |
1.71% |
|
|
| 17 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
65,773 |
1,385,000 |
1.42% |
|
|
| 18 |
First Fiduciary Investment Counsel, Inc. |
64,340 |
1,355,000 |
1.39% |
|
|
| 19 |
AMERIPRISE FINANCIAL INC |
62,001 |
1,306,000 |
1.34% |
|
|
| 20 |
Atria Investments, Inc |
40,862 |
861,000 |
0.88% |
|
|
| 21 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV |
40,619 |
855,000 |
0.88% |
|
|
| 22 |
Commonwealth Equity Services, Inc |
37,588 |
792,000 |
0.81% |
|
|
| 23 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
33,559 |
707,000 |
0.73% |
|
|
| 24 |
Bluefin Trading, LLC |
31,215 |
700,000 |
0.72% |
|
|
| 25 |
ENVESTNET ASSET MANAGEMENT INC |
31,684 |
667,000 |
0.69% |
|
|
| 26 |
Parasol Investment Management, LLC |
28,020 |
590,000 |
0.61% |
|
|
| 27 |
MADISON INVESTMENT HOLDINGS INC |
22,141 |
466,000 |
0.48% |
|
|
| 28 |
PARK NATIONAL CORP /OH/ |
18,990 |
399,929 |
0.41% |
|
|
| 29 |
FCA CORP /TX |
18,925 |
399,000 |
0.41% |
|
|
| 30 |
Legacy Private Trust Co. |
18,270 |
385,000 |
0.40% |
|
|
| 31 |
Gradient Investments LLC |
17,054 |
359,000 |
0.37% |
|
|
| 32 |
TOWER TRUST Co |
17,001 |
358,000 |
0.37% |
|
|
| 33 |
LPL Financial LLC |
16,979 |
358,000 |
0.37% |
|
|
| 34 |
FCG ADVISORS, LLC |
10,231 |
215,000 |
0.22% |
|
|
| 35 |
Winfield Associates, Inc. |
10,000 |
211,000 |
0.22% |
|
|
| 36 |
Capital Advisors, Ltd. LLC |
8,214 |
173,000 |
0.18% |
|
|
| 37 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
7,748 |
163,000 |
0.17% |
|
|
| 38 |
Lehman Financial Resources, Inc. |
4,782 |
101,000 |
0.10% |
|
|
| 39 |
Alexandria Capital, LLC |
2,500 |
53,000 |
0.05% |
|
|
| 40 |
Fusion Investment Group, LLC |
1,930 |
41,000 |
0.04% |
|
|
| 41 |
Partnervest Advisory Services LLC |
1,930 |
41,000 |
0.04% |
|
|
| 42 |
JNBA Financial Advisors |
850 |
18,000 |
0.02% |
|
|
| 43 |
Madden Advisory Services, Inc. |
280 |
6,000 |
0.01% |
|
|
| 44 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
290 |
6,000 |
0.01% |
|
|
| 45 |
BENJAMIN F. EDWARDS & COMPANY, INC. |
139 |
3,000 |
0.00% |
|
|
