| 1 |
BANK OF AMERICA CORP /DE/ |
190,561 |
10,536,000 |
22.24% |
|
|
| 2 |
MORGAN STANLEY |
112,731 |
6,233,000 |
13.15% |
|
|
| 3 |
WELLS FARGO & COMPANY/MN |
54,188 |
2,996,000 |
6.32% |
|
|
| 4 |
UBS AG |
49,724 |
2,749,000 |
5.80% |
|
|
| 5 |
Legacy Private Trust Co. |
43,850 |
2,424,000 |
5.12% |
|
|
| 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
34,685 |
1,918,000 |
4.05% |
|
|
| 7 |
PHILLIPS FINANCIAL MANAGEMENT, LLC |
28,567 |
1,577,000 |
3.33% |
|
|
| 8 |
DAVENPORT & Co LLC |
27,934 |
1,544,471 |
3.26% |
|
|
| 9 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
26,559 |
1,468,000 |
3.10% |
|
|
| 10 |
CONFLUENCE INVESTMENT MANAGEMENT LLC |
26,182 |
1,448,000 |
3.06% |
|
|
| 11 |
CITY NATIONAL BANK |
25,111 |
1,388,000 |
2.93% |
|
|
| 12 |
HighTower Advisors, LLC |
21,513 |
1,189,000 |
2.51% |
|
|
| 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
20,909 |
1,156,000 |
2.44% |
|
|
| 14 |
Mariner, LLC |
20,588 |
1,138,000 |
2.40% |
|
|
| 15 |
LPL Financial LLC |
17,738 |
981,000 |
2.07% |
|
|
| 16 |
ENVESTNET ASSET MANAGEMENT INC |
16,783 |
928,000 |
1.96% |
|
|
| 17 |
Alerus Investment Advisors Corp |
12,727 |
704,000 |
1.49% |
|
|
| 18 |
NewSquare Capital LLC |
11,894 |
658,000 |
1.39% |
|
|
| 19 |
LINCOLN NATIONAL CORP |
10,989 |
608,000 |
1.28% |
|
|
| 20 |
ROYAL BANK OF CANADA |
10,790 |
597,000 |
1.26% |
|
|
| 21 |
Linscomb Wealth, Inc. |
10,202 |
564,000 |
1.19% |
|
|
| 22 |
AMERIPRISE FINANCIAL INC |
9,346 |
517,000 |
1.09% |
|
|
| 23 |
OLD NATIONAL BANCORP /IN/ |
8,836 |
489,000 |
1.03% |
|
|
| 24 |
MSI Financial Services Inc |
8,537 |
472,000 |
1.00% |
|
|
| 25 |
Investors Capital Advisory Services |
8,352 |
461,000 |
0.97% |
|
|
| 26 |
Valmark Advisers, Inc. |
6,703 |
371,000 |
0.78% |
|
|
| 27 |
Autus Asset Management, LLC |
6,250 |
346,000 |
0.73% |
|
|
| 28 |
BBVA USA Bancshares, Inc. |
6,111 |
338,000 |
0.71% |
|
|
| 29 |
Winfield Associates, Inc. |
5,588 |
308,000 |
0.65% |
|
|
| 30 |
Robert W. Baird & Co. Inc |
4,752 |
263,000 |
0.56% |
|
|
| 31 |
WASHINGTON TRUST Co |
4,678 |
259,000 |
0.55% |
|
|
| 32 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
4,320 |
239,000 |
0.50% |
|
|
| 33 |
Long Wharf Investors, Inc. |
4,300 |
238,000 |
0.50% |
|
|
| 34 |
ARS Wealth Advisors, LLC |
4,265 |
236,000 |
0.50% |
|
|
| 35 |
Vigilant Capital Management, LLC |
435 |
24,000 |
0.05% |
|
|
| 36 |
NEXT Financial Group, Inc |
250 |
14,000 |
0.03% |
|
|
| 37 |
Avior Wealth Management, LLC |
46 |
3,000 |
0.01% |
|
|
