| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 899,989 | 64,358,000 | 14.05% | ||
| 2 | Verus Financial Partners, Inc. | 742,657 | 53,107,000 | 11.59% | SH | |
| 3 | MORGAN STANLEY | 493,212 | 35,268,000 | 7.70% | ||
| 4 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 416,843 | 29,808,000 | 6.51% | ||
| 5 | UBS Group AG | 360,715 | 25,795,000 | 5.63% | ||
| 6 | WELLS FARGO & COMPANY/MN | 301,667 | 21,573,000 | 4.71% | ||
| 7 | Ancora Advisors LLC | 299,991 | 21,452,000 | 4.68% | ||
| 8 | BANCORPSOUTH INC | 275,412 | 19,695,000 | 4.30% | ||
| 9 | ALLIANCEBERNSTEIN L.P. | 260,187 | 18,606,000 | 4.06% | ||
| 10 | Evensky & Katz LLC | 217,849 | 15,578,000 | 3.40% | ||
| 11 | Bank of New York Mellon Corp | 189,045 | 13,519,000 | 2.95% | ||
| 12 | LPL Financial LLC | 146,477 | 10,488,000 | 2.29% | ||
| 13 | Brouwer & Janachowski, LLC | 131,743 | 9,421,000 | 2.06% | ||
| 14 | LEAVELL INVESTMENT MANAGEMENT, INC. | 127,944 | 9,149,000 | 2.00% | ||
| 15 | Capital Advantage, Inc. | 127,020 | 9,083,000 | 1.98% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 120,298 | 8,603,000 | 1.88% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 118,738 | 8,491,000 | 1.85% | ||
| 18 | Commonwealth Equity Services, Inc | 113,483 | 8,115,000 | 1.77% | ||
| 19 | American Investment Services, Inc. | 68,493 | 4,898,000 | 1.07% | ||
| 20 | Legacy Private Trust Co. | 68,148 | 4,873,000 | 1.06% | ||
| 21 | SOL Capital Management CO | 64,783 | 4,633,000 | 1.01% | ||
| 22 | Baker Ellis Asset Management LLC | 57,881 | 4,139,000 | 0.90% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 56,221 | 4,020,000 | 0.88% | ||
| 24 | J.P. Morgan Private Wealth Advisors LLC | 52,776 | 3,774,000 | 0.82% | ||
| 25 | Paracle Advisors, LLC | 52,185 | 3,731,000 | 0.81% | ||
| 26 | Creative Planning | 48,614 | 3,476,000 | 0.76% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 45,307 | 3,240,000 | 0.71% | ||
| 28 | Portfolio Solutions, LLC | 45,012 | 3,219,000 | 0.70% | ||
| 29 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 42,973 | 3,171,000 | 0.69% | ||
| 30 | ADVISOR GROUP, INC. | 39,484 | 2,822,000 | 0.62% | ||
| 31 | CREDIT SUISSE AG/ | 38,870 | 2,780,000 | 0.61% | ||
| 32 | STOKES & HUBBELL CAPITAL MANAGEMENT, LLC | 36,825 | 2,633,000 | 0.57% | ||
| 33 | Bank Pictet & Cie (Europe) AG | 34,350 | 2,456,000 | 0.54% | ||
| 34 | Virtu KCG Holdings LLC | 24,545 | 1,755,000 | 0.38% | ||
| 35 | Capital Investment Advisors, LLC | 23,863 | 1,706,000 | 0.37% | ||
| 36 | VANGUARD GROUP INC | 21,351 | 1,527,000 | 0.33% | ||
| 37 | STIFEL FINANCIAL CORP | 21,135 | 1,512,000 | 0.33% | ||
| 38 | BAIRD FINANCIAL GROUP, INC. | 14,303 | 1,023,000 | 0.22% | ||
| 39 | Clarkston Capital Partners, LLC | 14,242 | 1,018,000 | 0.22% | ||
| 40 | AMERIPRISE FINANCIAL INC | 13,025 | 931,000 | 0.20% | ||
| 41 | Janney Montgomery Scott LLC | 12,507 | 885,000 | 0.19% | ||
| 42 | CITADEL ADVISORS LLC | 10,803 | 773,000 | 0.17% | ||
| 43 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 10,726 | 768,000 | 0.17% | ||
| 44 | Gibson Capital, LLC | 9,975 | 713,000 | 0.16% | ||
| 45 | GOLDMAN SACHS GROUP INC | 9,926 | 710,000 | 0.15% | ||
| 46 | HighTower Advisors, LLC | 9,234 | 659,000 | 0.14% | ||
| 47 | ASSET PLANNING SERVICES, LTD. | 8,507 | 608,000 | 0.13% | ||
| 48 | Savant Capital, LLC | 8,245 | 590,000 | 0.13% | ||
| 49 | DEARBORN PARTNERS LLC | 7,320 | 523,000 | 0.11% | ||
| 50 | ROYAL BANK OF CANADA | 6,854 | 490,000 | 0.11% |
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.
