| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 2,542,276 | 57,836,000 | 13.40% | ||
| 2 | Capital Advantage, Inc. | 1,213,355 | 27,604,000 | 6.40% | ||
| 3 | MORGAN STANLEY | 1,150,828 | 26,181,000 | 6.07% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,133,819 | 25,795,000 | 5.98% | ||
| 5 | DAVENPORT & Co LLC | 1,042,016 | 23,705,864 | 5.49% | ||
| 6 | UBS Group AG | 892,150 | 20,296,000 | 4.70% | ||
| 7 | WELLS FARGO & COMPANY/MN | 800,612 | 18,214,000 | 4.22% | ||
| 8 | Evanston Investments, Inc., dba Evanston Advisors | 694,564 | 15,801,000 | 3.66% | ||
| 9 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 657,064 | 14,948,000 | 3.46% | ||
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 655,955 | 14,923,000 | 3.46% | ||
| 11 | Motley Fool Wealth Management, LLC | 607,843 | 13,828,000 | 3.20% | ||
| 12 | Concert Wealth Management Inc. | 537,841 | 12,233,000 | 2.84% | ||
| 13 | RAYMOND JAMES & ASSOCIATES | 466,178 | 10,606,000 | 2.46% | ||
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 466,320 | 10,599,000 | 2.46% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 430,971 | 9,805,000 | 2.27% | ||
| 16 | EASTERN BANK | 372,699 | 8,479,000 | 1.97% | ||
| 17 | Vigilant Capital Management, LLC | 359,001 | 8,167,000 | 1.89% | ||
| 18 | Linscomb Wealth, Inc. | 300,734 | 6,842,000 | 1.59% | ||
| 19 | Ironwood Financial, llc | 272,742 | 6,205,000 | 1.44% | ||
| 20 | COURIER CAPITAL LLC | 266,240 | 6,057,000 | 1.40% | ||
| 21 | HENGEHOLD CAPITAL MANAGEMENT LLC | 236,839 | 5,388,000 | 1.25% | ||
| 22 | ATWOOD & PALMER INC | 222,790 | 5,068,000 | 1.17% | ||
| 23 | BB&T SECURITIES, LLC | 216,127 | 4,916,000 | 1.14% | ||
| 24 | JANE STREET GROUP, LLC | 185,455 | 4,219,000 | 0.98% | ||
| 25 | Raub Brock Capital Management LP | 167,724 | 3,816,000 | 0.88% | ||
| 26 | D.A. DAVIDSON & CO. | 161,700 | 3,678,000 | 0.85% | ||
| 27 | ROYAL BANK OF CANADA | 134,750 | 3,067,000 | 0.71% | ||
| 28 | Carnegie Investment Counsel | 133,187 | 3,030,000 | 0.70% | ||
| 29 | Legacy Private Trust Co. | 132,761 | 3,020,000 | 0.70% | ||
| 30 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 124,193 | 2,825,000 | 0.65% | ||
| 31 | Gradient Investments LLC | 123,621 | 2,812,000 | 0.65% | ||
| 32 | Buffington Mohr McNeal | 121,662 | 2,767,000 | 0.64% | ||
| 33 | AMERIPRISE FINANCIAL INC | 101,767 | 2,541,000 | 0.59% | ||
| 34 | PARK NATIONAL CORP /OH/ | 111,450 | 2,536,000 | 0.59% | ||
| 35 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 110,197 | 2,507,000 | 0.58% | ||
| 36 | First Fiduciary Investment Counsel, Inc. | 89,475 | 2,036,000 | 0.47% | ||
| 37 | Frontier Wealth Management LLC | 85,618 | 1,948,000 | 0.45% | ||
| 38 | Raymond James Financial Services Advisors, Inc. | 85,268 | 1,940,000 | 0.45% | ||
| 39 | Spectrum Asset Management, Inc. (NB/CA) | 84,980 | 1,933,000 | 0.45% | ||
| 40 | STIFEL FINANCIAL CORP | 84,709 | 1,927,000 | 0.45% | ||
| 41 | Parasol Investment Management, LLC | 76,020 | 1,729,000 | 0.40% | ||
| 42 | Courage Miller Partners, LLC | 74,477 | 1,694,000 | 0.39% | ||
| 43 | Advisors Preferred, LLC | 72,930 | 1,658,000 | 0.38% | ||
| 44 | MADISON INVESTMENT HOLDINGS INC | 69,955 | 1,591,000 | 0.37% | ||
| 45 | LPL Financial LLC | 68,077 | 1,549,000 | 0.36% | ||
| 46 | Confluence Wealth Management LLC | 56,648 | 1,289,000 | 0.30% | ||
| 47 | LINCOLN NATIONAL CORP | 52,230 | 1,188,000 | 0.28% | ||
| 48 | VECTOR WEALTH MANAGEMENT, LLC | 51,395 | 1,169,000 | 0.27% | ||
| 49 | FCG ADVISORS, LLC | 51,299 | 1,167,000 | 0.27% | ||
| 50 | Atria Investments, Inc | 51,090 | 1,162,000 | 0.27% |
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.
