| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | Curbstone Financial Management Corp | 20,900 | 739,000 | 0.17% | ||
| 52 | Cetera Advisors LLC | 22,350 | 797,000 | 0.19% | ||
| 53 | PACIFIC FINANCIAL GROUP INC | 24,170 | 855,000 | 0.20% | ||
| 54 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 24,349 | 861,224 | 0.20% | ||
| 55 | ROYAL BANK OF CANADA | 25,323 | 895,000 | 0.21% | ||
| 56 | Live Your Vision, LLC | 27,354 | 968,000 | 0.23% | ||
| 57 | Avior Wealth Management, LLC | 27,607 | 976,000 | 0.23% | ||
| 58 | Stratford Consulting, LLC | 29,102 | 1,029,000 | 0.24% | ||
| 59 | LPL Financial LLC | 30,303 | 1,072,000 | 0.25% | ||
| 60 | Marquette Asset Management, LLC | 33,067 | 1,170,000 | 0.27% | ||
| 61 | Tower Research Capital LLC (TRC) | 33,131 | 1,172,000 | 0.27% | ||
| 62 | MID CONTINENT CAPITAL LLC/IL | 37,550 | 1,328,000 | 0.31% | ||
| 63 | Apriem Advisors | 40,720 | 1,440,000 | 0.34% | ||
| 64 | Bangor Savings Bank | 40,917 | 1,447,000 | 0.34% | ||
| 65 | CITIGROUP INC | 50,000 | 1,769,000 | 0.41% | ||
| 66 | Retirement Planning Group, LLC | 50,748 | 1,795,000 | 0.42% | ||
| 67 | Madden Advisory Services, Inc. | 52,592 | 1,860,000 | 0.44% | ||
| 68 | Taylor, Cottrill LLC | 52,765 | 1,866,000 | 0.44% | ||
| 69 | SWARTHMORE GROUP INC | 53,875 | 1,906,000 | 0.45% | ||
| 70 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 56,589 | 2,002,000 | 0.47% | ||
| 71 | INTERACTIVE FINANCIAL ADVISORS, INC. | 56,991 | 2,016,000 | 0.47% | ||
| 72 | Bouchey Financial Group Ltd | 57,097 | 2,020,000 | 0.47% | ||
| 73 | CREDIT SUISSE AG/ | 57,589 | 2,037,000 | 0.48% | ||
| 74 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 65,277 | 2,309,000 | 0.54% | ||
| 75 | ProVise Management Group, LLC | 71,420 | 2,526,000 | 0.59% | ||
| 76 | Placemark Investments, Inc. | 76,986 | 2,722,000 | 0.64% | ||
| 77 | JMG Financial Group, Ltd. | 79,555 | 2,814,000 | 0.66% | ||
| 78 | Courage Miller Partners, LLC | 81,636 | 2,887,000 | 0.68% | ||
| 79 | NORTH STAR ASSET MANAGEMENT INC | 86,669 | 3,065,000 | 0.72% | ||
| 80 | MORGAN STANLEY | 98,335 | 3,478,000 | 0.81% | ||
| 81 | ENVESTNET ASSET MANAGEMENT INC | 133,740 | 4,730,000 | 1.11% | ||
| 82 | Atria Investments, Inc | 146,630 | 5,186,000 | 1.21% | ||
| 83 | PIERSHALE FINANCIAL GROUP, INC. | 188,694 | 6,674,000 | 1.56% | ||
| 84 | RAYMOND JAMES & ASSOCIATES | 195,327 | 6,909,000 | 1.62% | ||
| 85 | SUNTRUST BANKS INC | 216,882 | 7,670,000 | 1.80% | ||
| 86 | Whitnell & Co. | 274,036 | 9,693,000 | 2.27% | ||
| 87 | Vigilant Capital Management, LLC | 356,565 | 12,612,000 | 2.95% | ||
| 88 | Tradewinds Capital Management, LLC | 368,543 | 13,035,000 | 3.05% | ||
| 89 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 397,710 | 14,068,000 | 3.29% | ||
| 90 | 3D ASSET MANAGEMENT, INC | 495,336 | 17,520,000 | 4.10% | ||
| 91 | BB&T SECURITIES, LLC | 155,298 | 54,928,000 | 12.86% | ||
| 92 | Charles Schwab Investment Advisory, Inc. | 2,028,048 | 71,732,000 | 16.80% | ||
| 93 | RiverFront Investment Group, LLC | 4,005,998 | 141,692,000 | 33.18% |
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.
