| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 2,600,576 | 57,772,000 | 16.08% | ||
| 2 | DAVENPORT & Co LLC | 936,851 | 20,812,142 | 5.79% | ||
| 3 | WELLS FARGO & COMPANY/MN | 872,667 | 19,386,000 | 5.40% | ||
| 4 | MORGAN STANLEY | 810,220 | 17,998,000 | 5.01% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 793,552 | 17,629,000 | 4.91% | ||
| 6 | Capital Advantage, Inc. | 655,072 | 14,552,000 | 4.05% | ||
| 7 | Evanston Investments, Inc., dba Evanston Advisors | 654,954 | 14,550,000 | 4.05% | ||
| 8 | UBS Group AG | 605,914 | 13,460,000 | 3.75% | ||
| 9 | Motley Fool Wealth Management, LLC | 594,751 | 13,212,000 | 3.68% | ||
| 10 | Concert Wealth Management Inc. | 551,611 | 12,255,000 | 3.41% | ||
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 526,336 | 11,693,000 | 3.25% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 477,169 | 10,600,000 | 2.95% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 428,016 | 9,508,000 | 2.65% | ||
| 14 | Spectrum Asset Management, Inc. (NB/CA) | 416,650 | 9,256,000 | 2.58% | ||
| 15 | COURIER CAPITAL LLC | 385,977 | 8,574,000 | 2.39% | ||
| 16 | Linscomb Wealth, Inc. | 299,663 | 6,657,000 | 1.85% | ||
| 17 | ATWOOD & PALMER INC | 254,515 | 5,654,000 | 1.57% | ||
| 18 | HENGEHOLD CAPITAL MANAGEMENT LLC | 246,868 | 5,484,000 | 1.53% | ||
| 19 | Ironwood Financial, llc | 237,476 | 5,276,000 | 1.47% | ||
| 20 | Vigilant Capital Management, LLC | 224,143 | 4,979,000 | 1.39% | ||
| 21 | BB&T SECURITIES, LLC | 223,086 | 4,955,000 | 1.38% | ||
| 22 | D.A. DAVIDSON & CO. | 167,212 | 3,714,000 | 1.03% | ||
| 23 | PEGASUS PARTNERS LTD. | 160,220 | 3,559,000 | 0.99% | ||
| 24 | Raub Brock Capital Management LP | 157,225 | 3,493,000 | 0.97% | ||
| 25 | PARK NATIONAL CORP /OH/ | 150,798 | 3,350,000 | 0.93% | ||
| 26 | Legacy Private Trust Co. | 148,188 | 3,292,000 | 0.92% | ||
| 27 | Buffington Mohr McNeal | 134,446 | 2,986,000 | 0.83% | ||
| 28 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 113,722 | 2,526,000 | 0.70% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 108,194 | 2,404,000 | 0.67% | ||
| 30 | Frontier Wealth Management LLC | 101,995 | 2,266,000 | 0.63% | ||
| 31 | TCTC Holdings, LLC | 99,980 | 2,222,000 | 0.62% | ||
| 32 | Parasol Investment Management, LLC | 98,685 | 2,192,000 | 0.61% | ||
| 33 | AMERIPRISE FINANCIAL INC | 93,978 | 2,088,000 | 0.58% | ||
| 34 | ROYAL BANK OF CANADA | 88,852 | 1,974,000 | 0.55% | ||
| 35 | Barnett & Company, Inc. | 88,123 | 1,958,000 | 0.54% | ||
| 36 | JANE STREET GROUP, LLC | 75,244 | 1,672,000 | 0.47% | ||
| 37 | First Fiduciary Investment Counsel, Inc. | 75,100 | 1,668,000 | 0.46% | ||
| 38 | Advisors Preferred, LLC | 73,850 | 1,640,000 | 0.46% | ||
| 39 | MADISON INVESTMENT HOLDINGS INC | 71,224 | 1,582,000 | 0.44% | ||
| 40 | PARSONS CAPITAL MANAGEMENT INC/RI | 68,525 | 1,522,000 | 0.42% | ||
| 41 | VECTOR WEALTH MANAGEMENT, LLC | 67,330 | 1,496,000 | 0.42% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 63,562 | 1,412,000 | 0.39% | ||
| 43 | Gradient Investments LLC | 59,072 | 1,312,000 | 0.37% | ||
| 44 | LPL Financial LLC | 54,897 | 1,220,000 | 0.34% | ||
| 45 | STIFEL FINANCIAL CORP | 54,226 | 1,205,000 | 0.34% | ||
| 46 | LINCOLN NATIONAL CORP | 52,297 | 1,161,000 | 0.32% | ||
| 47 | Neuberger Berman Group LLC | 51,978 | 1,155,000 | 0.32% | ||
| 48 | MANAGED ACCOUNT ADVISORS LLC | 50,828 | 1,129,000 | 0.31% | ||
| 49 | Atria Investments, Inc | 49,569 | 1,101,000 | 0.31% | ||
| 50 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 49,409 | 1,098,000 | 0.31% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
