| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 2,627,378 | 59,168,000 | 11.79% | ||
| 2 | Apriem Advisors | 1,620,479 | 36,493,000 | 7.27% | ||
| 3 | UBS Group AG | 1,483,080 | 33,399,000 | 6.66% | ||
| 4 | Capital Advantage, Inc. | 1,307,397 | 29,443,000 | 5.87% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,244,410 | 28,024,000 | 5.59% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1,142,424 | 25,727,000 | 5.13% | ||
| 7 | DAVENPORT & Co LLC | 1,139,755 | 25,667,283 | 5.12% | ||
| 8 | Motley Fool Wealth Management, LLC | 960,464 | 21,630,000 | 4.31% | ||
| 9 | MORGAN STANLEY | 945,359 | 21,289,000 | 4.24% | ||
| 10 | Evanston Investments, Inc., dba Evanston Advisors | 669,925 | 15,087,000 | 3.01% | ||
| 11 | Concert Wealth Management Inc. | 569,931 | 12,828,000 | 2.56% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 521,221 | 11,738,000 | 2.34% | ||
| 13 | AVIANCE CAPITAL MANAGEMENT, LLC | 484,983 | 10,922,000 | 2.18% | ||
| 14 | EASTERN BANK | 394,077 | 8,875,000 | 1.77% | ||
| 15 | Vigilant Capital Management, LLC | 384,300 | 8,654,000 | 1.72% | ||
| 16 | Raub Brock Capital Management LP | 322,950 | 7,272,000 | 1.45% | ||
| 17 | Linscomb Wealth, Inc. | 284,282 | 6,402,000 | 1.28% | ||
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 281,631 | 6,342,000 | 1.26% | ||
| 19 | HighTower Advisors, LLC | 281,160 | 6,325,000 | 1.26% | ||
| 20 | COURIER CAPITAL LLC | 279,482 | 6,294,000 | 1.25% | ||
| 21 | BB&T SECURITIES, LLC | 246,765 | 5,557,000 | 1.11% | ||
| 22 | HENGEHOLD CAPITAL MANAGEMENT LLC | 241,546 | 5,440,000 | 1.08% | ||
| 23 | ATWOOD & PALMER INC | 238,890 | 5,380,000 | 1.07% | ||
| 24 | ROYAL BANK OF CANADA | 201,004 | 4,525,000 | 0.90% | ||
| 25 | Virtu KCG Holdings LLC | 186,772 | 4,206,000 | 0.84% | ||
| 26 | LPL Financial LLC | 177,509 | 4,012,000 | 0.80% | ||
| 27 | D.A. DAVIDSON & CO. | 165,555 | 3,728,000 | 0.74% | ||
| 28 | Legacy Private Trust Co. | 158,474 | 3,569,000 | 0.71% | ||
| 29 | Carnegie Investment Counsel | 145,522 | 3,294,000 | 0.66% | ||
| 30 | Raymond James Financial Services Advisors, Inc. | 145,315 | 3,272,000 | 0.65% | ||
| 31 | Buffington Mohr McNeal | 139,544 | 3,143,000 | 0.63% | ||
| 32 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 137,143 | 3,088,000 | 0.62% | ||
| 33 | Bluefin Trading, LLC | 123,965 | 2,792,000 | 0.56% | ||
| 34 | VECTOR WEALTH MANAGEMENT, LLC | 119,185 | 2,684,000 | 0.53% | ||
| 35 | ENVESTNET ASSET MANAGEMENT INC | 112,371 | 2,531,000 | 0.50% | ||
| 36 | AMERIPRISE FINANCIAL INC | 110,737 | 2,494,000 | 0.50% | ||
| 37 | PARK NATIONAL CORP /OH/ | 108,877 | 2,452,000 | 0.49% | ||
| 38 | Frontier Wealth Management LLC | 103,262 | 2,325,000 | 0.46% | ||
| 39 | COOKSON PEIRCE & CO INC | 100,168 | 2,256,000 | 0.45% | SH | |
| 40 | ASSET DEDICATION, LLC | 98,085 | 2,209,000 | 0.44% | ||
| 41 | RPG FAMILY WEALTH ADVISORY, LLC | 96,768 | 2,179,215 | 0.43% | ||
| 42 | Freedom Investment Management, Inc. | 92,472 | 2,082,000 | 0.41% | ||
| 43 | Gradient Investments LLC | 91,917 | 2,070,000 | 0.41% | ||
| 44 | FCG ADVISORS, LLC | 91,051 | 2,050,000 | 0.41% | ||
| 45 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 90,333 | 2,034,000 | 0.41% | ||
| 46 | Advisors Preferred, LLC | 82,880 | 1,867,000 | 0.37% | ||
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 77,462 | 1,744,000 | 0.35% | ||
| 48 | Spectrum Asset Management, Inc. (NB/CA) | 76,380 | 1,720,000 | 0.34% | ||
| 49 | Courage Miller Partners, LLC | 76,244 | 1,717,000 | 0.34% | ||
| 50 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 75,490 | 1,704,000 | 0.34% |
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.
