| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 2,726,623 | 57,968,000 | 16.43% | ||
| 2 | Ironwood Financial, llc | 1,136,353 | 24,159,000 | 6.85% | ||
| 3 | Capital Advantage, Inc. | 922,781 | 19,618,000 | 5.56% | ||
| 4 | NOTTINGHAM ADVISORS, INC. | 842,675 | 17,915,000 | 5.08% | ||
| 5 | WELLS FARGO & COMPANY/MN | 819,412 | 17,421,000 | 4.94% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 775,923 | 16,496,000 | 4.67% | ||
| 7 | MORGAN STANLEY | 751,577 | 15,978,000 | 4.53% | ||
| 8 | Evanston Investments, Inc., dba Evanston Advisors | 743,171 | 15,800,000 | 4.48% | ||
| 9 | Motley Fool Wealth Management, LLC | 653,471 | 13,893,000 | 3.94% | ||
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 614,727 | 13,069,000 | 3.70% | ||
| 11 | UBS Group AG | 598,469 | 12,724,000 | 3.61% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 498,959 | 10,608,000 | 3.01% | ||
| 13 | Genesis Wealth Advisors, LLC | 455,631 | 9,686,725 | 2.74% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 454,597 | 9,665,000 | 2.74% | ||
| 15 | DAVENPORT & Co LLC | 403,979 | 8,588,593 | 2.43% | ||
| 16 | EASTERN BANK | 394,792 | 8,393,000 | 2.38% | ||
| 17 | Linscomb Wealth, Inc. | 292,002 | 6,208,000 | 1.76% | ||
| 18 | BB&T SECURITIES, LLC | 222,767 | 4,736,000 | 1.34% | ||
| 19 | Raub Brock Capital Management LP | 186,967 | 3,975,000 | 1.13% | ||
| 20 | ATWOOD & PALMER INC | 167,206 | 3,555,000 | 1.01% | ||
| 21 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 132,729 | 2,822,000 | 0.80% | ||
| 22 | JANE STREET GROUP, LLC | 110,143 | 2,342,000 | 0.66% | ||
| 23 | Ashfield Capital Partners, LLC | 108,641 | 2,310,000 | 0.65% | ||
| 24 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 108,367 | 2,304,000 | 0.65% | ||
| 25 | Lowe Wealth Advisors, LLC | 107,379 | 2,283,000 | 0.65% | ||
| 26 | Legacy Private Trust Co. | 105,625 | 2,246,000 | 0.64% | ||
| 27 | Buffington Mohr McNeal | 99,627 | 2,118,000 | 0.60% | ||
| 28 | BAIRD FINANCIAL GROUP, INC. | 95,168 | 2,023,000 | 0.57% | ||
| 29 | FRONTIER INVESTMENT MGMT CO | 93,569 | 1,989,000 | 0.56% | ||
| 30 | AMERIPRISE FINANCIAL INC | 92,391 | 1,964,000 | 0.56% | ||
| 31 | Vigilant Capital Management, LLC | 89,234 | 1,897,000 | 0.54% | ||
| 32 | Bluefin Trading, LLC | 88,729 | 1,886,000 | 0.53% | ||
| 33 | Raymond James Financial Services Advisors, Inc. | 83,892 | 1,784,000 | 0.51% | ||
| 34 | COURIER CAPITAL LLC | 82,836 | 1,761,000 | 0.50% | ||
| 35 | Gradient Investments LLC | 82,760 | 1,759,000 | 0.50% | ||
| 36 | PARK NATIONAL CORP /OH/ | 81,775 | 1,739,000 | 0.49% | ||
| 37 | First Fiduciary Investment Counsel, Inc. | 81,014 | 1,722,000 | 0.49% | ||
| 38 | Advisors Preferred, LLC | 77,070 | 1,639,000 | 0.46% | ||
| 39 | Financial Advisory Group | 76,709 | 1,631,000 | 0.46% | ||
| 40 | MADISON INVESTMENT HOLDINGS INC | 70,366 | 1,496,000 | 0.42% | ||
| 41 | Parasol Investment Management, LLC | 60,415 | 1,284,000 | 0.36% | ||
| 42 | Confluence Wealth Management LLC | 59,987 | 1,275,000 | 0.36% | ||
| 43 | Community Bank, N.A. | 56,775 | 1,206,000 | 0.34% | ||
| 44 | Atria Investments, Inc | 54,586 | 1,160,000 | 0.33% | ||
| 45 | STIFEL FINANCIAL CORP | 52,571 | 1,118,000 | 0.32% | ||
| 46 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 52,449 | 1,115,000 | 0.32% | ||
| 47 | FCG ADVISORS, LLC | 51,166 | 1,088,000 | 0.31% | ||
| 48 | VALLEY NATIONAL ADVISERS INC | 49,706 | 1,057,000 | 0.30% | ||
| 49 | LINCOLN NATIONAL CORP | 49,284 | 1,044,000 | 0.30% | ||
| 50 | ROYAL BANK OF CANADA | 48,021 | 1,021,000 | 0.29% |
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.
