| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 179,588 | 14,315,000 | 0.32% | ||
| 52 | ETF Portfolio Partners, Inc. | 178,286 | 14,211,000 | 0.32% | ||
| 53 | Horizon Kinetics LLC | 175,623 | 13,999,000 | 0.31% | ||
| 54 | Strategic Capital Alternatives LLC | 169,497 | 13,510,000 | 0.30% | ||
| 55 | CITIGROUP INC | 164,121 | 13,082,000 | 0.29% | ||
| 56 | JOHNSON INVESTMENT COUNSEL INC | 153,679 | 12,249,000 | 0.27% | ||
| 57 | Curbstone Financial Management Corp | 148,370 | 11,827,000 | 0.26% | ||
| 58 | STIFEL FINANCIAL CORP | 145,167 | 11,572,000 | 0.26% | ||
| 59 | Tactical Allocation Group LLC | 142,962 | 11,396,000 | 0.26% | ||
| 60 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 142,873 | 11,370,000 | 0.25% | ||
| 61 | Estate Counselors, LLC | 139,265 | 11,079,000 | 0.25% | ||
| 62 | SII INVESTMENTS INC/WI | 133,068 | 10,609,000 | 0.24% | ||
| 63 | Ken Stern & Associates, Inc. | 131,984 | 10,520,000 | 0.24% | ||
| 64 | Ironsides Asset Advisors, LLC | 130,111 | 10,382,000 | 0.23% | ||
| 65 | Autus Asset Management, LLC | 125,400 | 9,996,000 | 0.22% | ||
| 66 | Cambridge Investment Research Advisors, Inc. | 124,671 | 9,938,000 | 0.22% | ||
| 67 | LBA Wealth Management, LLC | 122,230 | 9,743,000 | 0.22% | ||
| 68 | Argentus Capital Management, LLC | 116,152 | 9,258,000 | 0.21% | ||
| 69 | Coastline Trust Co | 112,777 | 8,990,000 | 0.20% | ||
| 70 | PINNACLE ASSOCIATES LTD | 109,005 | 8,689,000 | 0.19% | ||
| 71 | Allianz Asset Management GmbH | 109,000 | 8,689,000 | 0.19% | ||
| 72 | VSR Financial Services, Inc. | 105,839 | 8,436,000 | 0.19% | ||
| 73 | Baltimore-Washington Financial Advisors, Inc. | 104,276 | 8,311,000 | 0.19% | ||
| 74 | Steinberg Global Asset Management | 104,104 | 8,298,000 | 0.19% | ||
| 75 | ALBION FINANCIAL GROUP /UT | 99,917 | 7,964,000 | 0.18% | ||
| 76 | ALLIANCEBERNSTEIN L.P. | 98,805 | 7,876,000 | 0.18% | ||
| 77 | Callan Capital, LLC | 94,420 | 7,526,000 | 0.17% | ||
| 78 | HL FINANCIAL SERVICES LLC | 85,230 | 6,794,000 | 0.15% | ||
| 79 | D.A. DAVIDSON & CO. | 84,620 | 6,745,000 | 0.15% | ||
| 80 | EMERSON INVESTMENT MANAGEMENT, LLC | 83,230 | 6,634,000 | 0.15% | ||
| 81 | Lowe Wealth Advisors, LLC | 81,961 | 6,533,000 | 0.15% | ||
| 82 | Parkside Advisors LLC | 78,448 | 6,253,000 | 0.14% | ||
| 83 | Roundview Capital LLC | 75,835 | 6,045,000 | 0.14% | ||
| 84 | Raymond James Financial Services Advisors, Inc. | 72,180 | 5,754,000 | 0.13% | ||
| 85 | Quantitative Advantage, LLC | 72,119 | 5,749,000 | 0.13% | ||
| 86 | HIGH POINT BANK & TRUST CO | 71,777 | 5,722,000 | 0.13% | ||
| 87 | Windsor Financial Group, LLC | 71,462 | 5,696,000 | 0.13% | ||
| 88 | AMERICAN INTERNATIONAL GROUP, INC. | 69,763 | 5,560,000 | 0.12% | ||
| 89 | CABOT WEALTH MANAGEMENT INC | 68,743 | 5,480,000 | 0.12% | ||
| 90 | HighTower Advisors, LLC | 67,652 | 5,389,000 | 0.12% | ||
| 91 | PARSONS CAPITAL MANAGEMENT INC/RI | 67,111 | 5,349,000 | 0.12% | ||
| 92 | IRON Financial LLC | 65,464 | 5,218,000 | 0.12% | ||
| 93 | BAR HARBOR TRUST SERVICES | 61,454 | 4,898,000 | 0.11% | ||
| 94 | Stratford Consulting, LLC | 61,124 | 4,872,000 | 0.11% | ||
| 95 | NORTHERN CAPITAL MANAGEMENT LLC | 60,281 | 4,805,000 | 0.11% | ||
| 96 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 59,092 | 4,711,000 | 0.11% | ||
| 97 | Kovack Advisors, Inc. | 58,867 | 4,692,000 | 0.11% | ||
| 98 | Tortoise Investment Management, LLC | 58,807 | 4,688,000 | 0.10% | ||
| 99 | Boston Trust Walden Corp | 58,467 | 4,660,000 | 0.10% | ||
| 100 | Asset Management Group, Inc. | 58,425 | 4,657,000 | 0.10% |
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.
