| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 2,294,866 | 89,385,000 | 20.08% | ||
| 2 | Charles Schwab Investment Advisory, Inc. | 2,100,936 | 81,831,000 | 18.38% | ||
| 3 | BB&T SECURITIES, LLC | 118,739 | 46,248,000 | 10.39% | ||
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 400,986 | 15,619,000 | 3.51% | ||
| 5 | Tradewinds Capital Management, LLC | 371,217 | 14,459,000 | 3.25% | ||
| 6 | Vigilant Capital Management, LLC | 359,892 | 14,018,000 | 3.15% | ||
| 7 | 3D ASSET MANAGEMENT, INC | 356,537 | 13,887,000 | 3.12% | ||
| 8 | AVALON CAPITAL MANAGEMENT | 344,158 | 13,405,000 | 3.01% | ||
| 9 | Whitnell & Co. | 321,612 | 12,527,000 | 2.81% | ||
| 10 | VALENTINE VENTURES LLC | 216,156 | 8,419,000 | 1.89% | ||
| 11 | CREDIT SUISSE AG/ | 146,926 | 5,723,000 | 1.29% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 146,690 | 5,714,000 | 1.28% | ||
| 13 | SUNTRUST BANKS INC | 146,289 | 5,696,000 | 1.28% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 138,726 | 5,403,000 | 1.21% | ||
| 15 | Atria Investments, Inc | 132,571 | 5,164,000 | 1.16% | ||
| 16 | Apriem Advisors | 113,078 | 4,404,000 | 0.99% | ||
| 17 | MORGAN STANLEY | 104,384 | 4,065,000 | 0.91% | ||
| 18 | JMG Financial Group, Ltd. | 101,947 | 3,971,000 | 0.89% | ||
| 19 | GOLDMAN SACHS GROUP INC | 97,551 | 3,800,000 | 0.85% | ||
| 20 | Financial Management Professionals, Inc. | 91,725 | 3,573,000 | 0.80% | ||
| 21 | Tuttle Capital Management, LLC | 91,070 | 3,547,000 | 0.80% | ||
| 22 | Creative Planning | 86,858 | 3,383,000 | 0.76% | ||
| 23 | AMERIPRISE FINANCIAL INC | 85,695 | 3,338,000 | 0.75% | ||
| 24 | Courage Miller Partners, LLC | 85,130 | 3,316,000 | 0.74% | ||
| 25 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 83,415 | 3,249,000 | 0.73% | ||
| 26 | Frontier Wealth Management LLC | 80,168 | 3,123,000 | 0.70% | ||
| 27 | UBS Group AG | 80,084 | 3,119,000 | 0.70% | ||
| 28 | PRING TURNER CAPITAL GROUP INC | 78,400 | 3,054,000 | 0.69% | ||
| 29 | Bouchey Financial Group Ltd | 77,957 | 3,036,000 | 0.68% | ||
| 30 | Madden Advisory Services, Inc. | 68,888 | 2,683,000 | 0.60% | ||
| 31 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 66,108 | 2,575,000 | 0.58% | ||
| 32 | Placemark Investments, Inc. | 64,626 | 2,518,000 | 0.57% | ||
| 33 | INTERACTIVE FINANCIAL ADVISORS, INC. | 64,542 | 2,514,000 | 0.56% | ||
| 34 | FormulaFolio Investments, LLC | 62,919 | 2,451,000 | 0.55% | ||
| 35 | SWARTHMORE GROUP INC | 53,875 | 2,098,000 | 0.47% | ||
| 36 | Retirement Planning Group, LLC | 53,370 | 2,079,000 | 0.47% | ||
| 37 | Taylor, Cottrill LLC | 52,990 | 2,064,000 | 0.46% | ||
| 38 | FINANCIAL CONSULATE, INC | 51,872 | 2,020,000 | 0.45% | ||
| 39 | NORTH STAR ASSET MANAGEMENT INC | 44,215 | 1,722,000 | 0.39% | ||
| 40 | Tower Research Capital LLC (TRC) | 44,225 | 1,722,000 | 0.39% | ||
| 41 | Bangor Savings Bank | 43,893 | 1,710,000 | 0.38% | ||
| 42 | Friedenthal Financial | 43,074 | 1,678,000 | 0.38% | ||
| 43 | Stratford Consulting, LLC | 41,379 | 1,612,000 | 0.36% | ||
| 44 | Private Advisor Group, LLC | 34,756 | 1,354,000 | 0.30% | ||
| 45 | Marquette Asset Management, LLC | 32,593 | 1,269,000 | 0.29% | ||
| 46 | VSR Financial Services, Inc. | 31,758 | 1,237,000 | 0.28% | ||
| 47 | FIRST FOUNDATION ADVISORS | 28,171 | 1,097,000 | 0.25% | ||
| 48 | Avior Wealth Management, LLC | 28,095 | 1,094,000 | 0.25% | ||
| 49 | LPL Financial LLC | 27,399 | 1,067,000 | 0.24% | ||
| 50 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,552 | 1,034,000 | 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.
