| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 866,243 | 66,129,000 | 13.51% | ||
| 2 | Verus Financial Partners, Inc. | 699,329 | 53,387,000 | 10.91% | SH | |
| 3 | MORGAN STANLEY | 473,001 | 36,109,000 | 7.38% | ||
| 4 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 458,580 | 35,008,000 | 7.15% | ||
| 5 | BANCORPSOUTH INC | 335,045 | 25,577,000 | 5.23% | ||
| 6 | UBS Group AG | 329,135 | 25,126,000 | 5.13% | ||
| 7 | Ancora Advisors LLC | 301,218 | 22,995,000 | 4.70% | ||
| 8 | WELLS FARGO & COMPANY/MN | 293,972 | 22,442,000 | 4.59% | ||
| 9 | ALLIANCEBERNSTEIN L.P. | 262,197 | 20,016,000 | 4.09% | ||
| 10 | Evensky & Katz LLC | 213,596 | 16,305,000 | 3.33% | ||
| 11 | LPL Financial LLC | 185,055 | 14,238,000 | 2.91% | ||
| 12 | Bank of New York Mellon Corp | 166,295 | 12,695,000 | 2.59% | ||
| 13 | LEAVELL INVESTMENT MANAGEMENT, INC. | 141,924 | 10,834,000 | 2.21% | ||
| 14 | Commonwealth Equity Services, Inc | 118,302 | 9,031,000 | 1.85% | ||
| 15 | NIPPON LIFE INSURANCE CO | 115,900 | 8,848,000 | 1.81% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 115,692 | 8,832,000 | 1.80% | ||
| 17 | Capital Advantage, Inc. | 111,322 | 8,498,000 | 1.74% | ||
| 18 | Brouwer & Janachowski, LLC | 73,565 | 5,616,000 | 1.15% | ||
| 19 | American Investment Services, Inc. | 69,309 | 5,291,000 | 1.08% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 63,570 | 4,853,000 | 0.99% | ||
| 21 | J.P. Morgan Private Wealth Advisors LLC | 61,299 | 4,680,000 | 0.96% | ||
| 22 | SOL Capital Management CO | 61,238 | 4,675,000 | 0.96% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 58,848 | 4,492,000 | 0.92% | ||
| 24 | Baker Ellis Asset Management LLC | 55,366 | 4,227,000 | 0.86% | ||
| 25 | Paracle Advisors, LLC | 51,925 | 3,964,000 | 0.81% | ||
| 26 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 50,008 | 3,818,000 | 0.78% | ||
| 27 | Bank Pictet & Cie (Europe) AG | 48,350 | 3,691,000 | 0.75% | ||
| 28 | Creative Planning | 47,924 | 3,659,000 | 0.75% | ||
| 29 | Portfolio Solutions, LLC | 43,473 | 3,319,000 | 0.68% | ||
| 30 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 41,062 | 3,185,000 | 0.65% | ||
| 31 | Capital Investment Advisors, LLC | 36,934 | 2,820,000 | 0.58% | ||
| 32 | STOKES & HUBBELL CAPITAL MANAGEMENT, LLC | 36,325 | 2,773,000 | 0.57% | ||
| 33 | ADVISOR GROUP, INC. | 36,001 | 2,749,000 | 0.56% | ||
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,611 | 2,642,000 | 0.54% | ||
| 35 | NEXT Financial Group, Inc | 31,043 | 2,370,000 | 0.48% | ||
| 36 | RWA WEALTH PARTNERS, LLC | 25,939 | 1,980,000 | 0.40% | ||
| 37 | PARALLEL ADVISORS, LLC | 21,488 | 1,640,000 | 0.34% | ||
| 38 | Legacy Private Trust Co. | 18,091 | 1,381,000 | 0.28% | ||
| 39 | Clarkston Capital Partners, LLC | 15,203 | 1,161,000 | 0.24% | ||
| 40 | BAIRD FINANCIAL GROUP, INC. | 15,048 | 1,149,000 | 0.23% | ||
| 41 | AMERIPRISE FINANCIAL INC | 12,636 | 965,000 | 0.20% | ||
| 42 | CREDIT SUISSE AG/ | 11,194 | 855,000 | 0.17% | ||
| 43 | GOOD LIFE ADVISORS, LLC | 10,237 | 792,000 | 0.16% | ||
| 44 | Gibson Capital, LLC | 9,975 | 761,000 | 0.16% | ||
| 45 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 9,865 | 759,000 | 0.16% | ||
| 46 | B. Riley Wealth Advisors, Inc. | 9,312 | 711,000 | 0.15% | ||
| 47 | FLOW TRADERS U.S. LLC | 9,071 | 692,000 | 0.14% | ||
| 48 | HighTower Advisors, LLC | 8,671 | 661,000 | 0.14% | ||
| 49 | ASSET PLANNING SERVICES, LTD. | 8,608 | 657,000 | 0.13% | ||
| 50 | STIFEL FINANCIAL CORP | 8,570 | 654,000 | 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.
