| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 2,824,915 | 59,379,000 | 15.26% | ||
| 2 | UBS Group AG | 1,215,553 | 25,551,000 | 6.57% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,064,118 | 22,368,000 | 5.75% | ||
| 4 | Capital Advantage, Inc. | 1,061,937 | 22,322,000 | 5.74% | ||
| 5 | WELLS FARGO & COMPANY/MN | 1,043,174 | 21,927,000 | 5.63% | ||
| 6 | Motley Fool Wealth Management, LLC | 1,032,557 | 21,704,000 | 5.58% | ||
| 7 | MORGAN STANLEY | 915,077 | 19,235,000 | 4.94% | ||
| 8 | NOTTINGHAM ADVISORS, INC. | 830,390 | 17,466,000 | 4.49% | ||
| 9 | HighTower Advisors, LLC | 752,860 | 15,812,000 | 4.06% | ||
| 10 | Evanston Investments, Inc., dba Evanston Advisors | 713,001 | 14,987,000 | 3.85% | ||
| 11 | DAVENPORT & Co LLC | 600,808 | 12,628,984 | 3.25% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 563,713 | 11,849,000 | 3.05% | ||
| 13 | EASTERN BANK | 418,891 | 8,805,000 | 2.26% | ||
| 14 | GM Advisory Group, LLC | 330,630 | 6,950,000 | 1.79% | ||
| 15 | Linscomb Wealth, Inc. | 282,434 | 5,937,000 | 1.53% | ||
| 16 | BB&T SECURITIES, LLC | 256,739 | 5,396,000 | 1.39% | ||
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 233,127 | 4,900,000 | 1.26% | ||
| 18 | Buffington Mohr McNeal | 189,290 | 3,979,000 | 1.02% | ||
| 19 | ATWOOD & PALMER INC | 185,199 | 3,893,000 | 1.00% | ||
| 20 | Raub Brock Capital Management LP | 180,057 | 3,785,000 | 0.97% | ||
| 21 | Gradient Investments LLC | 171,193 | 3,598,000 | 0.92% | ||
| 22 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 146,156 | 3,072,000 | 0.79% | ||
| 23 | LPL Financial LLC | 140,870 | 2,963,000 | 0.76% | ||
| 24 | Legacy Private Trust Co. | 139,840 | 2,939,000 | 0.76% | ||
| 25 | Raymond James Financial Services Advisors, Inc. | 137,332 | 2,887,000 | 0.74% | ||
| 26 | Lowe Wealth Advisors, LLC | 132,267 | 2,780,000 | 0.71% | ||
| 27 | Confluence Wealth Management LLC | 118,430 | 2,489,000 | 0.64% | ||
| 28 | Ashfield Capital Partners, LLC | 117,704 | 2,474,000 | 0.64% | ||
| 29 | AMERIPRISE FINANCIAL INC | 114,453 | 2,406,000 | 0.62% | ||
| 30 | COOKSON PEIRCE & CO INC | 113,630 | 2,389,000 | 0.61% | SH | |
| 31 | ENVESTNET ASSET MANAGEMENT INC | 112,471 | 2,364,000 | 0.61% | ||
| 32 | FRONTIER INVESTMENT MGMT CO | 110,393 | 2,320,000 | 0.60% | ||
| 33 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 101,125 | 2,124,000 | 0.55% | ||
| 34 | FCG ADVISORS, LLC | 100,822 | 2,119,000 | 0.54% | ||
| 35 | Freedom Investment Management, Inc. | 99,317 | 2,088,000 | 0.54% | ||
| 36 | ASSET DEDICATION, LLC | 98,972 | 2,080,000 | 0.53% | ||
| 37 | BAIRD FINANCIAL GROUP, INC. | 96,961 | 2,038,000 | 0.52% | ||
| 38 | Vigilant Capital Management, LLC | 96,112 | 2,020,000 | 0.52% | ||
| 39 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 89,107 | 1,873,000 | 0.48% | ||
| 40 | COURIER CAPITAL LLC | 88,736 | 1,865,000 | 0.48% | ||
| 41 | Advisors Preferred, LLC | 88,130 | 1,852,000 | 0.48% | ||
| 42 | PARK NATIONAL CORP /OH/ | 82,515 | 1,734,000 | 0.45% | ||
| 43 | MADISON INVESTMENT HOLDINGS INC | 76,507 | 1,608,000 | 0.41% | ||
| 44 | Financial Advisory Group | 74,902 | 1,574,000 | 0.40% | ||
| 45 | VALLEY NATIONAL ADVISERS INC | 69,747 | 1,466,000 | 0.38% | ||
| 46 | LINCOLN NATIONAL CORP | 65,734 | 1,384,000 | 0.36% | ||
| 47 | ROYAL BANK OF CANADA | 62,739 | 1,319,000 | 0.34% | ||
| 48 | Ledyard National Bank | 62,177 | 1,307,000 | 0.34% | ||
| 49 | IFP ADVISORS, INC | 58,194 | 1,223,000 | 0.31% | ||
| 50 | Commonwealth Equity Services, Inc | 57,637 | 1,212,000 | 0.31% |
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.
