| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,040,664 | 67,935,000 | 16.65% | ||
| 2 | Verus Financial Partners, Inc. | 777,744 | 50,771,000 | 12.45% | SH | |
| 3 | WELLS FARGO & COMPANY/MN | 349,661 | 22,826,000 | 5.60% | ||
| 4 | UBS Group AG | 342,434 | 22,354,000 | 5.48% | ||
| 5 | Ancora Advisors LLC | 276,963 | 18,080,000 | 4.43% | ||
| 6 | MORGAN STANLEY | 269,959 | 17,622,000 | 4.32% | ||
| 7 | ALLIANCEBERNSTEIN L.P. | 260,797 | 17,025,000 | 4.17% | ||
| 8 | BANCORPSOUTH INC | 240,404 | 15,694,000 | 3.85% | ||
| 9 | Bank of New York Mellon Corp | 208,309 | 13,598,000 | 3.33% | ||
| 10 | GOLDMAN SACHS GROUP INC | 201,238 | 13,137,000 | 3.22% | ||
| 11 | Evensky & Katz LLC | 198,393 | 12,951,000 | 3.17% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 179,768 | 11,736,000 | 2.88% | ||
| 13 | Brouwer & Janachowski, LLC | 166,399 | 10,863,000 | 2.66% | ||
| 14 | Capital Advantage, Inc. | 160,469 | 10,475,000 | 2.57% | ||
| 15 | LPL Financial LLC | 134,458 | 9,089,000 | 2.23% | ||
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 128,891 | 8,414,000 | 2.06% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 128,567 | 8,393,000 | 2.06% | ||
| 18 | Commonwealth Equity Services, Inc | 106,841 | 6,975,000 | 1.71% | ||
| 19 | LEAVELL INVESTMENT MANAGEMENT, INC. | 92,733 | 6,054,000 | 1.48% | ||
| 20 | Bank Pictet & Cie (Europe) AG | 81,350 | 5,311,000 | 1.30% | ||
| 21 | JANE STREET GROUP, LLC | 79,259 | 5,174,000 | 1.27% | ||
| 22 | SOL Capital Management CO | 66,925 | 4,369,000 | 1.07% | ||
| 23 | Baker Ellis Asset Management LLC | 61,849 | 4,037,000 | 0.99% | ||
| 24 | Paracle Advisors, LLC | 55,331 | 3,612,000 | 0.89% | ||
| 25 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 46,807 | 3,153,000 | 0.77% | ||
| 26 | Investors Capital Advisory Services | 47,452 | 3,097,000 | 0.76% | ||
| 27 | J.P. Morgan Private Wealth Advisors LLC | 46,180 | 3,015,000 | 0.74% | ||
| 28 | AMERIPRISE FINANCIAL INC | 45,260 | 2,957,000 | 0.72% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 44,882 | 2,930,000 | 0.72% | ||
| 30 | STOKES & HUBBELL CAPITAL MANAGEMENT, LLC | 35,000 | 2,285,000 | 0.56% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 33,545 | 2,189,000 | 0.54% | ||
| 32 | AMERICAN INTERNATIONAL GROUP, INC. | 31,909 | 2,083,000 | 0.51% | ||
| 33 | Creative Planning | 30,051 | 1,962,000 | 0.48% | ||
| 34 | Baystate Wealth Management LLC | 29,443 | 1,922,000 | 0.47% | ||
| 35 | VANGUARD GROUP INC | 22,009 | 1,437,000 | 0.35% | ||
| 36 | HL FINANCIAL SERVICES LLC | 17,415 | 1,137,000 | 0.28% | ||
| 37 | DUBUQUE BANK & TRUST CO | 16,999 | 1,110,000 | 0.27% | ||
| 38 | ROYAL BANK OF CANADA | 15,185 | 991,000 | 0.24% | ||
| 39 | CULLEN/FROST BANKERS, INC. | 14,950 | 976,000 | 0.24% | ||
| 40 | Clarkston Capital Partners, LLC | 14,135 | 923,000 | 0.23% | ||
| 41 | SG Americas Securities, LLC | 13,682 | 893,000 | 0.22% | ||
| 42 | Private Wealth Advisors, Inc. | 12,627 | 824,000 | 0.20% | ||
| 43 | HighTower Advisors, LLC | 11,535 | 755,000 | 0.19% | ||
| 44 | Gibson Capital, LLC | 9,975 | 651,000 | 0.16% | ||
| 45 | Timber Hill LLC | 8,565 | 559,000 | 0.14% | ||
| 46 | ASSET PLANNING SERVICES, LTD. | 8,480 | 554,000 | 0.14% | ||
| 47 | Kovack Advisors, Inc. | 8,458 | 552,000 | 0.14% | ||
| 48 | Savant Capital, LLC | 7,800 | 509,000 | 0.12% | ||
| 49 | BAIRD FINANCIAL GROUP, INC. | 7,735 | 505,000 | 0.12% | ||
| 50 | STIFEL FINANCIAL CORP | 7,650 | 499,000 | 0.12% |
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.
