| 1 |
Wharton Business Group, LLC |
1,902,700 |
29,987,000 |
40.94% |
|
|
| 2 |
BANK OF AMERICA CORP /DE/ |
450,742 |
7,104,000 |
9.70% |
|
|
| 3 |
UBS Group AG |
406,128 |
6,401,000 |
8.74% |
|
|
| 4 |
ENVESTNET ASSET MANAGEMENT INC |
326,845 |
5,151,000 |
7.03% |
|
|
| 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
312,431 |
4,924,000 |
6.72% |
|
|
| 6 |
CABOT WEALTH MANAGEMENT INC |
230,385 |
3,631,000 |
4.96% |
|
|
| 7 |
HighTower Advisors, LLC |
213,432 |
3,349,000 |
4.57% |
|
|
| 8 |
MORGAN STANLEY |
165,210 |
2,604,000 |
3.55% |
|
|
| 9 |
Orion Porfolio Solutions, LLC |
121,433 |
1,914,000 |
2.61% |
|
|
| 10 |
SEGALL BRYANT & HAMILL, LLC |
119,100 |
1,877,000 |
2.56% |
|
|
| 11 |
Whitnell & Co. |
82,746 |
1,304,000 |
1.78% |
|
|
| 12 |
NORTHERN TRUST CORP |
44,800 |
706,000 |
0.96% |
|
|
| 13 |
CAHILL FINANCIAL ADVISORS INC |
42,287 |
667,000 |
0.91% |
|
|
| 14 |
IFP ADVISORS, INC |
42,020 |
662,000 |
0.90% |
|
|
| 15 |
WEALTHSOURCE PARTNERS, LLC |
36,400 |
574,000 |
0.78% |
|
|
| 16 |
Virtu KCG Holdings LLC |
30,262 |
477,000 |
0.65% |
|
|
| 17 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
27,085 |
427,000 |
0.58% |
|
|
| 18 |
Capital Investment Advisors, LLC |
19,670 |
310,000 |
0.42% |
|
|
| 19 |
Carroll Financial Associates, Inc. |
19,320 |
304,000 |
0.41% |
|
|
| 20 |
JANE STREET GROUP, LLC |
17,870 |
282,000 |
0.38% |
|
|
| 21 |
GRIMES & Co WEALTH MANAGEMENT, LLC |
16,667 |
263,000 |
0.36% |
|
|
| 22 |
Cetera Advisor Networks LLC |
14,100 |
224,000 |
0.31% |
|
|
| 23 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
3,300 |
52,000 |
0.07% |
|
|
| 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. |
1,698 |
27,000 |
0.04% |
|
|
| 25 |
ROYAL BANK OF CANADA |
825 |
13,000 |
0.02% |
|
|
| 26 |
AMERICAN INTERNATIONAL GROUP, INC. |
579 |
9,000 |
0.01% |
|
|
| 27 |
GLENMEDE TRUST CO NA |
270 |
4,000 |
0.01% |
|
|
| 28 |
WELLS FARGO & COMPANY/MN |
239 |
4,000 |
0.01% |
|
|
| 29 |
Creative Planning |
175 |
3,000 |
0.00% |
|
|
| 30 |
Parallax Volatility Advisers, L.P. |
1 |
0 |
0.00% |
|
|
