| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,102,037 | 76,878,000 | 17.74% | ||
| 2 | Verus Financial Partners, Inc. | 771,624 | 53,828,000 | 12.42% | SH | |
| 3 | UBS Group AG | 367,149 | 25,612,000 | 5.91% | ||
| 4 | WELLS FARGO & COMPANY/MN | 347,770 | 24,261,000 | 5.60% | ||
| 5 | MORGAN STANLEY | 279,069 | 19,467,000 | 4.49% | ||
| 6 | Ancora Advisors LLC | 276,963 | 19,321,000 | 4.46% | ||
| 7 | BANCORPSOUTH INC | 268,584 | 18,736,000 | 4.32% | ||
| 8 | LPL Financial LLC | 262,934 | 18,090,000 | 4.18% | ||
| 9 | ALLIANCEBERNSTEIN L.P. | 260,797 | 17,025,000 | 3.93% | ||
| 10 | Evensky & Katz LLC | 199,802 | 13,938,000 | 3.22% | ||
| 11 | Bank of New York Mellon Corp | 189,485 | 13,219,000 | 3.05% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 185,692 | 12,954,000 | 2.99% | ||
| 13 | Brouwer & Janachowski, LLC | 148,364 | 10,350,000 | 2.39% | ||
| 14 | Capital Advantage, Inc. | 143,504 | 10,011,000 | 2.31% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 131,049 | 9,142,000 | 2.11% | ||
| 16 | Commonwealth Equity Services, Inc | 113,240 | 7,900,000 | 1.82% | ||
| 17 | LEAVELL INVESTMENT MANAGEMENT, INC. | 105,608 | 7,367,000 | 1.70% | ||
| 18 | Bank Pictet & Cie (Europe) AG | 81,350 | 5,675,000 | 1.31% | ||
| 19 | SOL Capital Management CO | 66,925 | 4,669,000 | 1.08% | ||
| 20 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 66,299 | 4,625,000 | 1.07% | ||
| 21 | Baker Ellis Asset Management LLC | 62,918 | 4,389,000 | 1.01% | ||
| 22 | Atria Investments, Inc | 66,299 | 4,354,000 | 1.00% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 57,974 | 4,044,000 | 0.93% | ||
| 24 | Paracle Advisors, LLC | 54,285 | 3,786,000 | 0.87% | ||
| 25 | AMERIPRISE FINANCIAL INC | 52,300 | 3,648,000 | 0.84% | ||
| 26 | Creative Planning | 49,064 | 3,423,000 | 0.79% | ||
| 27 | J.P. Morgan Private Wealth Advisors LLC | 45,030 | 3,142,000 | 0.73% | ||
| 28 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 46,419 | 3,001,000 | 0.69% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 37,627 | 2,625,000 | 0.61% | ||
| 30 | STOKES & HUBBELL CAPITAL MANAGEMENT, LLC | 36,825 | 2,569,000 | 0.59% | ||
| 31 | Baystate Wealth Management LLC | 36,230 | 2,527,000 | 0.58% | ||
| 32 | AMERICAN INTERNATIONAL GROUP, INC. | 31,031 | 2,165,000 | 0.50% | ||
| 33 | Investors Capital Advisory Services | 22,559 | 1,572,000 | 0.36% | ||
| 34 | VANGUARD GROUP INC | 20,804 | 1,451,000 | 0.33% | ||
| 35 | DUBUQUE BANK & TRUST CO | 17,706 | 1,235,000 | 0.29% | ||
| 36 | HL FINANCIAL SERVICES LLC | 17,365 | 1,211,000 | 0.28% | ||
| 37 | Clarkston Capital Partners, LLC | 14,214 | 992,000 | 0.23% | ||
| 38 | Legacy Private Trust Co. | 13,920 | 971,000 | 0.22% | ||
| 39 | JANE STREET GROUP, LLC | 13,480 | 940,000 | 0.22% | ||
| 40 | BAIRD FINANCIAL GROUP, INC. | 12,188 | 850,000 | 0.20% | ||
| 41 | HighTower Advisors, LLC | 11,552 | 808,000 | 0.19% | ||
| 42 | GOLDMAN SACHS GROUP INC | 10,650 | 743,000 | 0.17% | ||
| 43 | Gibson Capital, LLC | 9,975 | 695,000 | 0.16% | ||
| 44 | ASSET PLANNING SERVICES, LTD. | 9,719 | 678,000 | 0.16% | ||
| 45 | MSI Financial Services Inc | 9,705 | 677,000 | 0.16% | ||
| 46 | SG Americas Securities, LLC | 9,382 | 654,000 | 0.15% | ||
| 47 | ROYAL BANK OF CANADA | 8,853 | 618,000 | 0.14% | ||
| 48 | CULLEN/FROST BANKERS, INC. | 8,540 | 596,000 | 0.14% | ||
| 49 | Kovack Advisors, Inc. | 8,320 | 580,000 | 0.13% | ||
| 50 | STIFEL FINANCIAL CORP | 8,206 | 573,000 | 0.13% |
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.
