| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | Sterling Capital Management LLC | 104,027 | 1,136,000 | 0.26% | ||
| 52 | JPMORGAN CHASE & CO | 131,349 | 1,434,000 | 0.33% | ||
| 53 | D.A. DAVIDSON & CO. | 158,241 | 1,727,000 | 0.39% | ||
| 54 | Prospera Financial Services Inc | 166,650 | 1,820,000 | 0.41% | ||
| 55 | ALMANACK INVESTMENT PARTNERS, LLC. | 191,463 | 2,091,000 | 0.47% | ||
| 56 | Atria Investments, Inc | 191,793 | 2,094,000 | 0.47% | ||
| 57 | Community Bank, N.A. | 223,725 | 2,443,000 | 0.55% | ||
| 58 | CORNERSTONE ADVISORY, LLC | 252,099 | 2,753,000 | 0.62% | ||
| 59 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 284,731 | 3,109,000 | 0.70% | ||
| 60 | Dynamic Advisor Solutions LLC | 313,284 | 3,421,000 | 0.78% | ||
| 61 | Legacy Private Trust Co. | 346,692 | 3,786,000 | 0.86% | ||
| 62 | VENTURI WEALTH MANAGEMENT, LLC | 390,373 | 4,263,000 | 0.97% | ||
| 63 | ASSETMARK, INC | 464,904 | 5,077,000 | 1.15% | ||
| 64 | ENVESTNET ASSET MANAGEMENT INC | 482,030 | 5,264,000 | 1.19% | ||
| 65 | TILLER PRIVATE WEALTH, INC. | 488,919 | 5,339,000 | 1.21% | ||
| 66 | Maryland Capital Management | 534,351 | 5,835,000 | 1.32% | ||
| 67 | RAYMOND JAMES & ASSOCIATES | 561,307 | 6,129,000 | 1.39% | ||
| 68 | HighTower Advisors, LLC | 595,149 | 6,507,000 | 1.48% | ||
| 69 | Simplicity Solutions, LLC | 670,961 | 7,327,000 | 1.66% | ||
| 70 | AE WEALTH MANAGEMENT LLC | 699,613 | 7,640,000 | 1.73% | ||
| 71 | HARVEST CAPITAL MANAGEMENT INC | 729,321 | 7,964,000 | 1.81% | ||
| 72 | Harbour Capital Advisors, LLC | 92,547 | 8,475,000 | 1.92% | ||
| 73 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | 788,769 | 8,613,000 | 1.95% | ||
| 74 | DEGREEN CAPITAL MANAGEMENT LLC | 993,476 | 10,849,000 | 2.46% | ||
| 75 | UBS Group AG | 1,194,641 | 13,045,000 | 2.96% | ||
| 76 | NOTTINGHAM ADVISORS, INC. | 1,321,872 | 14,435,000 | 3.27% | ||
| 77 | AVIANCE CAPITAL MANAGEMENT, LLC | 2,030,837 | 22,177,000 | 5.03% | ||
| 78 | BANK OF AMERICA CORP /DE/ | 2,045,487 | 22,337,000 | 5.06% | ||
| 79 | Charles Schwab Investment Advisory, Inc. | 2,292,894 | 25,039,000 | 5.68% | ||
| 80 | Gradient Investments LLC | 2,979,813 | 32,540,000 | 7.38% | ||
| 81 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 3,947,671 | 43,109,000 | 9.77% | ||
| 82 | MORGAN STANLEY | 4,297,688 | 46,931,000 | 10.64% | ||
| 83 | WELLS FARGO & COMPANY/MN | 8,147,620 | 88,973,000 | 20.17% |
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.
