| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Apriem Advisors | 2,683,146 | 60,881,000 | 10.71% | ||
| 2 | RiverFront Investment Group, LLC | 2,590,394 | 58,775,000 | 10.34% | ||
| 3 | Atria Investments, Inc | 1,055 | 46,482,000 | 8.18% | ||
| 4 | Capital Advantage, Inc. | 1,253,418 | 28,440,000 | 5.00% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,207,380 | 27,395,000 | 4.82% | ||
| 6 | UBS Group AG | 1,132,398 | 25,694,000 | 4.52% | ||
| 7 | DAVENPORT & Co LLC | 1,117,153 | 25,348,201 | 4.46% | ||
| 8 | WELLS FARGO & COMPANY/MN | 1,073,131 | 24,349,000 | 4.28% | ||
| 9 | MORGAN STANLEY | 1,052,160 | 23,873,000 | 4.20% | ||
| 10 | Virtu KCG Holdings LLC | 1,046,872 | 23,754,000 | 4.18% | ||
| 11 | Motley Fool Wealth Management, LLC | 906,934 | 20,578,000 | 3.62% | ||
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 682,373 | 15,483,000 | 2.72% | ||
| 13 | Evanston Investments, Inc., dba Evanston Advisors | 651,175 | 14,775,000 | 2.60% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 514,313 | 11,670,000 | 2.05% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 481,604 | 10,928,000 | 1.92% | ||
| 16 | Concert Wealth Management Inc. | 460,335 | 10,444,000 | 1.84% | ||
| 17 | Vigilant Capital Management, LLC | 397,817 | 9,026,000 | 1.59% | ||
| 18 | EASTERN BANK | 382,863 | 8,686,000 | 1.53% | ||
| 19 | Linscomb Wealth, Inc. | 290,205 | 6,585,000 | 1.16% | ||
| 20 | HighTower Advisors, LLC | 281,804 | 6,385,000 | 1.12% | ||
| 21 | Ironwood Financial, llc | 271,588 | 6,164,000 | 1.08% | ||
| 22 | COURIER CAPITAL LLC | 270,641 | 6,141,000 | 1.08% | ||
| 23 | BB&T SECURITIES, LLC | 245,365 | 5,567,000 | 0.98% | ||
| 24 | ATWOOD & PALMER INC | 236,165 | 5,359,000 | 0.94% | ||
| 25 | HENGEHOLD CAPITAL MANAGEMENT LLC | 232,144 | 5,267,000 | 0.93% | ||
| 26 | Raub Brock Capital Management LP | 167,600 | 3,791,000 | 0.67% | ||
| 27 | ROYAL BANK OF CANADA | 159,895 | 3,628,000 | 0.64% | ||
| 28 | D.A. DAVIDSON & CO. | 159,582 | 3,620,000 | 0.64% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 137,835 | 3,127,000 | 0.55% | ||
| 30 | Legacy Private Trust Co. | 134,091 | 3,042,000 | 0.54% | ||
| 31 | Carnegie Investment Counsel | 132,680 | 3,024,000 | 0.53% | ||
| 32 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 130,869 | 2,969,000 | 0.52% | ||
| 33 | Buffington Mohr McNeal | 126,334 | 2,867,000 | 0.50% | ||
| 34 | PARK NATIONAL CORP /OH/ | 114,480 | 2,598,000 | 0.46% | ||
| 35 | VECTOR WEALTH MANAGEMENT, LLC | 114,250 | 2,588,000 | 0.46% | ||
| 36 | Gradient Investments LLC | 106,125 | 2,408,000 | 0.42% | ||
| 37 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 101,054 | 2,293,000 | 0.40% | ||
| 38 | AMERIPRISE FINANCIAL INC | 94,130 | 2,136,000 | 0.38% | ||
| 39 | LPL Financial LLC | 90,969 | 2,063,000 | 0.36% | ||
| 40 | COOKSON PEIRCE & CO INC | 89,773 | 2,037,000 | 0.36% | SH | |
| 41 | Spectrum Asset Management, Inc. (NB/CA) | 84,980 | 1,928,000 | 0.34% | ||
| 42 | Frontier Wealth Management LLC | 82,930 | 1,882,000 | 0.33% | ||
| 43 | JANE STREET GROUP, LLC | 76,258 | 1,730,000 | 0.30% | ||
| 44 | Courage Miller Partners, LLC | 74,388 | 1,688,000 | 0.30% | ||
| 45 | STIFEL FINANCIAL CORP | 73,013 | 1,657,000 | 0.29% | ||
| 46 | MADISON INVESTMENT HOLDINGS INC | 71,658 | 1,626,000 | 0.29% | ||
| 47 | Advisors Preferred, LLC | 66,750 | 1,515,000 | 0.27% | ||
| 48 | Confluence Wealth Management LLC | 59,795 | 1,357,000 | 0.24% | ||
| 49 | FCG ADVISORS, LLC | 59,803 | 1,357,000 | 0.24% | ||
| 50 | LINCOLN NATIONAL CORP | 58,904 | 1,335,000 | 0.23% |
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.
