| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 2,649,722 | 58,797,000 | 14.22% | ||
| 2 | Atria Investments, Inc | 977 | 44,025,000 | 10.65% | ||
| 3 | DAVENPORT & Co LLC | 1,002,211 | 22,239,062 | 5.38% | ||
| 4 | WELLS FARGO & COMPANY/MN | 896,616 | 19,896,000 | 4.81% | ||
| 5 | Motley Fool Wealth Management, LLC | 887,253 | 19,688,000 | 4.76% | ||
| 6 | MORGAN STANLEY | 813,392 | 18,049,000 | 4.37% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 782,855 | 17,372,000 | 4.20% | ||
| 8 | UBS Group AG | 637,774 | 14,152,000 | 3.42% | ||
| 9 | Evanston Investments, Inc., dba Evanston Advisors | 623,402 | 13,833,000 | 3.35% | ||
| 10 | Capital Advantage, Inc. | 568,327 | 12,611,000 | 3.05% | ||
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 547,990 | 12,160,000 | 2.94% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 526,381 | 11,680,000 | 2.83% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 497,550 | 11,041,000 | 2.67% | ||
| 14 | Concert Wealth Management Inc. | 492,119 | 10,918,000 | 2.64% | ||
| 15 | Spectrum Asset Management, Inc. (NB/CA) | 411,220 | 9,125,000 | 2.21% | ||
| 16 | COURIER CAPITAL LLC | 388,757 | 8,627,000 | 2.09% | ||
| 17 | Linscomb Wealth, Inc. | 285,915 | 6,344,000 | 1.53% | ||
| 18 | ATWOOD & PALMER INC | 267,615 | 5,938,000 | 1.44% | ||
| 19 | BB&T SECURITIES, LLC | 251,871 | 5,589,000 | 1.35% | ||
| 20 | Vigilant Capital Management, LLC | 244,467 | 5,425,000 | 1.31% | ||
| 21 | HENGEHOLD CAPITAL MANAGEMENT LLC | 239,165 | 5,307,000 | 1.28% | ||
| 22 | Ironwood Financial, llc | 215,719 | 4,786,000 | 1.16% | ||
| 23 | Apriem Advisors | 209,588 | 4,651,000 | 1.13% | ||
| 24 | Raymond James Financial Services Advisors, Inc. | 175,952 | 3,904,000 | 0.94% | ||
| 25 | D.A. DAVIDSON & CO. | 164,893 | 3,658,000 | 0.88% | ||
| 26 | PARK NATIONAL CORP /OH/ | 155,973 | 3,461,000 | 0.84% | ||
| 27 | Raub Brock Capital Management LP | 156,205 | 3,455,000 | 0.84% | ||
| 28 | Legacy Private Trust Co. | 142,352 | 3,159,000 | 0.76% | ||
| 29 | Buffington Mohr McNeal | 130,511 | 2,896,000 | 0.70% | ||
| 30 | VECTOR WEALTH MANAGEMENT, LLC | 124,525 | 2,762,000 | 0.67% | ||
| 31 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 103,670 | 2,300,000 | 0.56% | ||
| 32 | TCTC Holdings, LLC | 101,380 | 2,249,000 | 0.54% | ||
| 33 | Frontier Wealth Management LLC | 100,045 | 2,220,000 | 0.54% | ||
| 34 | ROYAL BANK OF CANADA | 92,539 | 2,053,000 | 0.50% | ||
| 35 | COOKSON PEIRCE & CO INC | 92,135 | 2,044,000 | 0.49% | SH | |
| 36 | Bluefin Trading, LLC | 91,154 | 2,023,000 | 0.49% | ||
| 37 | Barnett & Company, Inc. | 83,463 | 1,852,000 | 0.45% | ||
| 38 | AMERIPRISE FINANCIAL INC | 81,488 | 1,808,000 | 0.44% | ||
| 39 | MADISON INVESTMENT HOLDINGS INC | 72,962 | 1,619,000 | 0.39% | ||
| 40 | Advisors Preferred, LLC | 67,390 | 1,495,000 | 0.36% | ||
| 41 | PARSONS CAPITAL MANAGEMENT INC/RI | 64,525 | 1,432,000 | 0.35% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 64,075 | 1,422,000 | 0.34% | ||
| 43 | LINCOLN NATIONAL CORP | 57,322 | 1,271,000 | 0.31% | ||
| 44 | LPL Financial LLC | 56,372 | 1,251,000 | 0.30% | ||
| 45 | STIFEL FINANCIAL CORP | 54,716 | 1,214,000 | 0.29% | ||
| 46 | Parasol Investment Management, LLC | 54,480 | 1,209,000 | 0.29% | ||
| 47 | Gradient Investments LLC | 51,135 | 1,135,000 | 0.27% | ||
| 48 | Orion Porfolio Solutions, LLC | 50,560 | 1,122,000 | 0.27% | ||
| 49 | Neuberger Berman Group LLC | 50,228 | 1,115,000 | 0.27% | ||
| 50 | EASTERN BANK | 44,357 | 984,000 | 0.24% |
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.
