| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Advantage, Inc. | 1,851,718 | 42,164,000 | 9.50% | ||
| 2 | UBS Group AG | 1,527,169 | 34,773,000 | 7.83% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,363,844 | 31,055,000 | 7.00% | ||
| 4 | DAVENPORT & Co LLC | 1,092,708 | 24,880,961 | 5.61% | ||
| 5 | Motley Fool Wealth Management, LLC | 1,030,950 | 23,475,000 | 5.29% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 916,974 | 20,880,000 | 4.70% | ||
| 7 | Apriem Advisors | 836,889 | 19,056,000 | 4.29% | ||
| 8 | MORGAN STANLEY | 831,915 | 18,943,000 | 4.27% | ||
| 9 | BERGANKDV WEALTH MANAGEMENT, LLC | 750,978 | 17,100,000 | 3.85% | ||
| 10 | Evanston Investments, Inc., dba Evanston Advisors | 676,597 | 15,406,000 | 3.47% | ||
| 11 | Ironwood Financial, llc | 585,923 | 13,341,000 | 3.01% | ||
| 12 | AVIANCE CAPITAL MANAGEMENT, LLC | 527,119 | 12,003,000 | 2.70% | ||
| 13 | JANE STREET GROUP, LLC | 414,079 | 9,429,000 | 2.12% | ||
| 14 | Vigilant Capital Management, LLC | 397,101 | 9,042,000 | 2.04% | ||
| 15 | ATWOOD & PALMER INC | 366,924 | 8,355,000 | 1.88% | ||
| 16 | COURIER CAPITAL LLC | 309,690 | 7,052,000 | 1.59% | ||
| 17 | HENGEHOLD CAPITAL MANAGEMENT LLC | 263,667 | 6,004,000 | 1.35% | ||
| 18 | Linscomb Wealth, Inc. | 250,607 | 5,706,000 | 1.29% | ||
| 19 | Carnegie Investment Counsel | 243,188 | 5,532,000 | 1.25% | ||
| 20 | RPG FAMILY WEALTH ADVISORY, LLC | 225,800 | 5,136,950 | 1.16% | ||
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 194,381 | 4,471,000 | 1.01% | ||
| 22 | D.A. DAVIDSON & CO. | 187,592 | 4,271,000 | 0.96% | ||
| 23 | Raymond James Financial Services Advisors, Inc. | 171,299 | 3,900,000 | 0.88% | ||
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 165,963 | 3,779,000 | 0.85% | ||
| 25 | VECTOR WEALTH MANAGEMENT, LLC | 145,035 | 3,302,000 | 0.74% | ||
| 26 | Legacy Private Trust Co. | 144,845 | 3,298,000 | 0.74% | ||
| 27 | Raub Brock Capital Management LP | 144,215 | 3,284,000 | 0.74% | ||
| 28 | Buffington Mohr McNeal | 139,463 | 3,176,000 | 0.72% | ||
| 29 | WOLVERINE TRADING LP /BD | 133,275 | 3,033,339 | 0.68% | ||
| 30 | AMERIPRISE FINANCIAL INC | 125,839 | 2,866,000 | 0.65% | ||
| 31 | Freedom Investment Management, Inc. | 117,692 | 2,680,000 | 0.60% | ||
| 32 | COOKSON PEIRCE & CO INC | 113,362 | 2,581,000 | 0.58% | SH | |
| 33 | ROYAL BANK OF CANADA | 112,092 | 2,553,000 | 0.58% | ||
| 34 | FCG ADVISORS, LLC | 111,444 | 2,538,000 | 0.57% | ||
| 35 | PARK NATIONAL CORP /OH/ | 110,783 | 2,523,000 | 0.57% | ||
| 36 | Neuberger Berman Group LLC | 106,991 | 2,436,000 | 0.55% | ||
| 37 | Advisors Preferred, LLC | 104,380 | 2,377,000 | 0.54% | ||
| 38 | LPL Financial LLC | 102,523 | 2,328,000 | 0.52% | ||
| 39 | HighTower Advisors, LLC | 102,297 | 2,325,000 | 0.52% | ||
| 40 | Frontier Wealth Management LLC | 96,061 | 2,187,000 | 0.49% | ||
| 41 | ASSET DEDICATION, LLC | 88,521 | 1,990,000 | 0.45% | ||
| 42 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 87,369 | 1,989,000 | 0.45% | ||
| 43 | MADISON INVESTMENT HOLDINGS INC | 80,522 | 1,833,000 | 0.41% | ||
| 44 | Gradient Investments LLC | 79,211 | 1,804,000 | 0.41% | ||
| 45 | STIFEL FINANCIAL CORP | 76,876 | 1,750,000 | 0.39% | ||
| 46 | Cambridge Investment Research Advisors, Inc. | 74,066 | 1,686,000 | 0.38% | ||
| 47 | LINCOLN NATIONAL CORP | 73,981 | 1,685,000 | 0.38% | ||
| 48 | EASTERN BANK | 73,111 | 1,665,000 | 0.38% | ||
| 49 | Courage Miller Partners, LLC | 66,362 | 1,511,000 | 0.34% | ||
| 50 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 63,323 | 1,442,000 | 0.32% |
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.
