| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 847,873 | 62,530,000 | 13.48% | ||
| 2 | Verus Financial Partners, Inc. | 716,730 | 52,859,000 | 11.39% | SH | |
| 3 | MORGAN STANLEY | 475,655 | 35,079,000 | 7.56% | ||
| 4 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 428,531 | 31,604,000 | 6.81% | ||
| 5 | UBS Group AG | 334,196 | 24,647,000 | 5.31% | ||
| 6 | WELLS FARGO & COMPANY/MN | 322,169 | 23,760,000 | 5.12% | ||
| 7 | Ancora Advisors LLC | 300,668 | 22,174,000 | 4.78% | ||
| 8 | BANCORPSOUTH INC | 293,447 | 21,642,000 | 4.66% | ||
| 9 | ALLIANCEBERNSTEIN L.P. | 262,477 | 19,358,000 | 4.17% | ||
| 10 | Evensky & Katz LLC | 210,000 | 15,487,000 | 3.34% | ||
| 11 | LPL Financial LLC | 165,582 | 12,129,000 | 2.61% | ||
| 12 | Bank of New York Mellon Corp | 162,013 | 11,950,000 | 2.58% | ||
| 13 | LEAVELL INVESTMENT MANAGEMENT, INC. | 138,913 | 10,245,000 | 2.21% | ||
| 14 | Brouwer & Janachowski, LLC | 120,973 | 8,922,000 | 1.92% | ||
| 15 | Capital Advantage, Inc. | 118,635 | 8,749,000 | 1.89% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 117,248 | 8,647,000 | 1.86% | ||
| 17 | Commonwealth Equity Services, Inc | 116,670 | 8,604,000 | 1.85% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 116,221 | 8,571,000 | 1.85% | ||
| 19 | American Investment Services, Inc. | 68,888 | 5,080,000 | 1.09% | ||
| 20 | SOL Capital Management CO | 61,338 | 4,524,000 | 0.98% | ||
| 21 | J.P. Morgan Private Wealth Advisors LLC | 57,803 | 4,263,000 | 0.92% | ||
| 22 | Baker Ellis Asset Management LLC | 56,995 | 4,203,000 | 0.91% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 56,643 | 4,177,000 | 0.90% | ||
| 24 | Paracle Advisors, LLC | 52,027 | 3,837,000 | 0.83% | ||
| 25 | Creative Planning | 48,484 | 3,576,000 | 0.77% | ||
| 26 | Bank Pictet & Cie (Europe) AG | 48,350 | 3,566,000 | 0.77% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 47,338 | 3,491,000 | 0.75% | ||
| 28 | Portfolio Solutions, LLC | 44,531 | 3,284,000 | 0.71% | ||
| 29 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 41,959 | 3,054,000 | 0.66% | ||
| 30 | STOKES & HUBBELL CAPITAL MANAGEMENT, LLC | 36,825 | 2,716,000 | 0.59% | ||
| 31 | ADVISOR GROUP, INC. | 36,468 | 2,689,000 | 0.58% | ||
| 32 | Legacy Private Trust Co. | 35,015 | 2,582,000 | 0.56% | ||
| 33 | Capital Investment Advisors, LLC | 32,022 | 2,362,000 | 0.51% | ||
| 34 | SALEM INVESTMENT COUNSELORS INC | 2,595 | 1,914,000 | 0.41% | ||
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,483 | 1,584,000 | 0.34% | ||
| 36 | NEXT Financial Group, Inc | 19,924 | 1,469,000 | 0.32% | ||
| 37 | CREDIT SUISSE AG/ | 18,120 | 1,336,000 | 0.29% | ||
| 38 | Clarkston Capital Partners, LLC | 14,415 | 1,063,000 | 0.23% | ||
| 39 | BAIRD FINANCIAL GROUP, INC. | 14,373 | 1,060,000 | 0.23% | ||
| 40 | JANE STREET GROUP, LLC | 10,323 | 761,000 | 0.16% | ||
| 41 | Gibson Capital, LLC | 9,975 | 735,000 | 0.16% | ||
| 42 | VANGUARD GROUP INC | 9,620 | 709,000 | 0.15% | ||
| 43 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 9,639 | 706,000 | 0.15% | ||
| 44 | ROYAL BANK OF CANADA | 9,158 | 675,000 | 0.15% | ||
| 45 | B. Riley Wealth Advisors, Inc. | 9,134 | 674,000 | 0.15% | ||
| 46 | AMERIPRISE FINANCIAL INC | 8,908 | 657,000 | 0.14% | ||
| 47 | HighTower Advisors, LLC | 8,671 | 639,000 | 0.14% | ||
| 48 | ASSET PLANNING SERVICES, LTD. | 8,555 | 631,000 | 0.14% | ||
| 49 | Savant Capital, LLC | 8,245 | 608,000 | 0.13% | ||
| 50 | DEARBORN PARTNERS LLC | 7,280 | 537,000 | 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.
