| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Verus Financial Partners, Inc. | 849,924 | 54,293,000 | 21.23% | SH | |
| 2 | BANK OF AMERICA CORP /DE/ | 371,933 | 23,759,000 | 9.29% | ||
| 3 | Orion Porfolio Solutions, LLC | 357,699 | 22,850,000 | 8.94% | ||
| 4 | Ancora Advisors LLC | 217,804 | 13,913,000 | 5.44% | ||
| 5 | UBS AG | 205,698 | 13,140,000 | 5.14% | ||
| 6 | WELLS FARGO & COMPANY/MN | 202,243 | 12,919,000 | 5.05% | ||
| 7 | Evensky & Katz LLC | 202,004 | 12,904,000 | 5.05% | ||
| 8 | BANCORPSOUTH INC | 194,572 | 12,429,000 | 4.86% | ||
| 9 | Bank of New York Mellon Corp | 179,010 | 11,435,000 | 4.47% | ||
| 10 | Brouwer & Janachowski, LLC | 133,414 | 8,522,000 | 3.33% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 127,011 | 8,113,000 | 3.17% | ||
| 12 | MORGAN STANLEY | 112,299 | 7,174,000 | 2.81% | ||
| 13 | Commonwealth Equity Services, Inc | 90,066 | 5,753,000 | 2.25% | ||
| 14 | LPL Financial LLC | 75,575 | 4,828,000 | 1.89% | ||
| 15 | Investors Capital Advisory Services | 67,258 | 4,296,000 | 1.68% | ||
| 16 | SOL Capital Management CO | 61,615 | 3,936,000 | 1.54% | ||
| 17 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 51,923 | 3,309,000 | 1.29% | ||
| 18 | Baker Ellis Asset Management LLC | 44,825 | 2,863,000 | 1.12% | ||
| 19 | J.P. Morgan Private Wealth Advisors LLC | 44,165 | 2,821,000 | 1.10% | ||
| 20 | AMERIPRISE FINANCIAL INC | 42,283 | 2,701,000 | 1.06% | ||
| 21 | NATIONAL PLANNING CORP | 32,220 | 2,080,000 | 0.81% | ||
| 22 | AMERICAN INTERNATIONAL GROUP, INC. | 31,843 | 2,034,113 | 0.80% | ||
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,466 | 1,882,000 | 0.74% | ||
| 24 | Creative Planning | 27,024 | 1,726,000 | 0.68% | ||
| 25 | Cetera Advisor Networks LLC | 23,182 | 1,482,000 | 0.58% | ||
| 26 | Cetera Advisors LLC | 19,331 | 1,239,000 | 0.48% | ||
| 27 | CULLEN/FROST BANKERS, INC. | 17,570 | 1,122,000 | 0.44% | ||
| 28 | HL FINANCIAL SERVICES LLC | 17,405 | 1,112,000 | 0.43% | ||
| 29 | Private Wealth Advisors, Inc. | 17,124 | 1,094,000 | 0.43% | ||
| 30 | LEAVELL INVESTMENT MANAGEMENT, INC. | 17,010 | 1,087,000 | 0.43% | ||
| 31 | HighTower Advisors, LLC | 13,435 | 858,000 | 0.34% | ||
| 32 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 13,201 | 843,000 | 0.33% | ||
| 33 | RAYMOND JAMES & ASSOCIATES | 11,710 | 748,000 | 0.29% | ||
| 34 | Cambridge Investment Research Advisors, Inc. | 8,637 | 552,000 | 0.22% | ||
| 35 | Clarkston Capital Partners, LLC | 8,598 | 549,000 | 0.21% | ||
| 36 | STIFEL FINANCIAL CORP | 8,344 | 533,000 | 0.21% | ||
| 37 | Savant Capital, LLC | 7,800 | 498,000 | 0.19% | ||
| 38 | DEARBORN PARTNERS LLC | 7,535 | 481,000 | 0.19% | ||
| 39 | RUSSELL FRANK CO/ | 7,011 | 448,000 | 0.18% | ||
| 40 | Checchi Capital Advisers, LLC | 6,783 | 433,000 | 0.17% | ||
| 41 | BESSEMER GROUP INC | 5,250 | 335,000 | 0.13% | ||
| 42 | Bank Pictet & Cie (Europe) AG | 5,000 | 319,000 | 0.12% | ||
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,500 | 287,000 | 0.11% | Put | |
| 44 | Gibson Capital, LLC | 4,391 | 280,000 | 0.11% | ||
| 45 | SALEM INVESTMENT COUNSELORS INC | 3,930 | 251,000 | 0.10% | ||
| 46 | SHEETS SMITH WEALTH MANAGEMENT | 3,800 | 243,000 | 0.10% | ||
| 47 | Placemark Investments, Inc. | 3,741 | 239,000 | 0.09% | ||
| 48 | ROYAL BANK OF CANADA | 3,586 | 230,000 | 0.09% | ||
| 49 | VSR Financial Services, Inc. | 3,192 | 204,000 | 0.08% | ||
| 50 | BOYS ARNOLD & CO INC | 3,181 | 203,000 | 0.08% |
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.
