| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 2,778,772 | 58,951,000 | 13.17% | ||
| 2 | Atria Investments, Inc | 1,085 | 51,152,000 | 11.43% | ||
| 3 | Ironwood Financial, llc | 1,117,218 | 23,702,000 | 5.30% | ||
| 4 | WELLS FARGO & COMPANY/MN | 1,040,882 | 22,082,000 | 4.93% | ||
| 5 | Capital Advantage, Inc. | 997,521 | 21,162,000 | 4.73% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 990,764 | 21,019,000 | 4.70% | ||
| 7 | Motley Fool Wealth Management, LLC | 974,957 | 20,684,000 | 4.62% | ||
| 8 | NOTTINGHAM ADVISORS, INC. | 829,746 | 17,603,000 | 3.93% | ||
| 9 | MORGAN STANLEY | 810,510 | 17,195,000 | 3.84% | ||
| 10 | UBS Group AG | 797,920 | 16,928,000 | 3.78% | ||
| 11 | HighTower Advisors, LLC | 739,977 | 15,684,000 | 3.50% | ||
| 12 | Evanston Investments, Inc., dba Evanston Advisors | 695,680 | 14,759,000 | 3.30% | ||
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 647,173 | 13,730,000 | 3.07% | ||
| 14 | DAVENPORT & Co LLC | 555,845 | 11,792,250 | 2.63% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 550,228 | 11,673,000 | 2.61% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 509,802 | 10,815,000 | 2.42% | ||
| 17 | EASTERN BANK | 406,398 | 8,622,000 | 1.93% | ||
| 18 | Linscomb Wealth, Inc. | 286,274 | 6,073,000 | 1.36% | ||
| 19 | BB&T SECURITIES, LLC | 253,944 | 5,387,000 | 1.20% | ||
| 20 | Raub Brock Capital Management LP | 186,957 | 3,954,000 | 0.88% | ||
| 21 | ATWOOD & PALMER INC | 182,385 | 3,869,000 | 0.86% | ||
| 22 | Freedom Investment Management, Inc. | 354,039 | 3,664,000 | 0.82% | ||
| 23 | Gradient Investments LLC | 144,493 | 3,065,000 | 0.68% | ||
| 24 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 139,519 | 2,960,000 | 0.66% | ||
| 25 | Buffington Mohr McNeal | 132,871 | 2,819,000 | 0.63% | ||
| 26 | Raymond James Financial Services Advisors, Inc. | 130,276 | 2,764,000 | 0.62% | ||
| 27 | Confluence Wealth Management LLC | 127,700 | 2,709,000 | 0.61% | ||
| 28 | Bluefin Trading, LLC | 126,508 | 2,684,000 | 0.60% | ||
| 29 | Legacy Private Trust Co. | 115,375 | 2,448,000 | 0.55% | ||
| 30 | Lowe Wealth Advisors, LLC | 112,984 | 2,397,000 | 0.54% | ||
| 31 | Ashfield Capital Partners, LLC | 108,709 | 2,306,000 | 0.52% | ||
| 32 | COOKSON PEIRCE & CO INC | 101,835 | 2,160,000 | 0.48% | SH | |
| 33 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 99,921 | 2,120,000 | 0.47% | ||
| 34 | FRONTIER INVESTMENT MGMT CO | 98,659 | 2,053,000 | 0.46% | ||
| 35 | AMERIPRISE FINANCIAL INC | 96,579 | 2,049,000 | 0.46% | ||
| 36 | BAIRD FINANCIAL GROUP, INC. | 95,193 | 2,020,000 | 0.45% | ||
| 37 | Vigilant Capital Management, LLC | 92,836 | 1,970,000 | 0.44% | ||
| 38 | COURIER CAPITAL LLC | 88,736 | 1,883,000 | 0.42% | ||
| 39 | PARK NATIONAL CORP /OH/ | 84,812 | 1,799,000 | 0.40% | ||
| 40 | Financial Advisory Group | 76,334 | 1,620,000 | 0.36% | ||
| 41 | MADISON INVESTMENT HOLDINGS INC | 72,184 | 1,531,000 | 0.34% | ||
| 42 | Advisors Preferred, LLC | 70,570 | 1,497,000 | 0.33% | ||
| 43 | Ledyard National Bank | 62,177 | 1,319,000 | 0.29% | ||
| 44 | FCG ADVISORS, LLC | 60,840 | 1,286,000 | 0.29% | ||
| 45 | LPL Financial LLC | 60,104 | 1,275,000 | 0.28% | ||
| 46 | JANE STREET GROUP, LLC | 58,542 | 1,242,000 | 0.28% | ||
| 47 | VALLEY NATIONAL ADVISERS INC | 57,454 | 1,219,000 | 0.27% | ||
| 48 | Commonwealth Equity Services, Inc | 56,926 | 1,208,000 | 0.27% | ||
| 49 | LINCOLN NATIONAL CORP | 55,304 | 1,173,000 | 0.26% | ||
| 50 | ROYAL BANK OF CANADA | 53,762 | 1,140,000 | 0.25% |
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.
