| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1,297,502 | 27,403,000 | 6.97% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,172,218 | 24,757,000 | 6.30% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,158,136 | 24,460,000 | 6.22% | ||
| 4 | Capital Advantage, Inc. | 1,111,840 | 23,482,000 | 5.97% | ||
| 5 | Motley Fool Wealth Management, LLC | 1,065,738 | 22,508,000 | 5.72% | ||
| 6 | MORGAN STANLEY | 1,013,095 | 21,396,000 | 5.44% | ||
| 7 | Jefferies Group LLC | 1,003,572 | 21,195,000 | 5.39% | ||
| 8 | DAVENPORT & Co LLC | 970,538 | 20,497,763 | 5.21% | ||
| 9 | NOTTINGHAM ADVISORS, INC. | 830,390 | 17,466,000 | 4.44% | ||
| 10 | HighTower Advisors, LLC | 776,223 | 16,367,000 | 4.16% | ||
| 11 | Evanston Investments, Inc., dba Evanston Advisors | 709,575 | 14,986,000 | 3.81% | ||
| 12 | EASTERN BANK | 417,327 | 8,814,000 | 2.24% | ||
| 13 | Ironwood Financial, llc | 403,265 | 8,517,000 | 2.17% | ||
| 14 | ATWOOD & PALMER INC | 349,996 | 7,392,000 | 1.88% | ||
| 15 | SG Americas Securities, LLC | 342,847 | 7,241,000 | 1.84% | ||
| 16 | GM Advisory Group, LLC | 341,484 | 7,212,000 | 1.83% | ||
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 315,847 | 6,664,000 | 1.69% | ||
| 18 | Linscomb Wealth, Inc. | 276,845 | 5,847,000 | 1.49% | ||
| 19 | Buffington Mohr McNeal | 208,468 | 4,403,000 | 1.12% | ||
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 175,982 | 3,717,000 | 0.95% | ||
| 21 | Raymond James Financial Services Advisors, Inc. | 171,084 | 3,613,000 | 0.92% | ||
| 22 | Raub Brock Capital Management LP | 164,752 | 3,480,000 | 0.88% | ||
| 23 | Gradient Investments LLC | 156,862 | 3,313,000 | 0.84% | ||
| 24 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 152,603 | 3,223,000 | 0.82% | ||
| 25 | FCG ADVISORS, LLC | 150,228 | 3,173,000 | 0.81% | ||
| 26 | Bluefin Trading, LLC | 148,561 | 3,135,000 | 0.80% | ||
| 27 | LPL Financial LLC | 148,042 | 3,131,000 | 0.80% | ||
| 28 | Legacy Private Trust Co. | 144,403 | 3,050,000 | 0.78% | ||
| 29 | Carnegie Investment Counsel | 144,059 | 3,043,000 | 0.77% | ||
| 30 | Lowe Wealth Advisors, LLC | 137,815 | 2,911,000 | 0.74% | ||
| 31 | AMERIPRISE FINANCIAL INC | 127,620 | 2,712,000 | 0.69% | ||
| 32 | COURIER CAPITAL LLC | 124,547 | 2,630,000 | 0.67% | ||
| 33 | Virtu KCG Holdings LLC | 124,483 | 2,627,000 | 0.67% | ||
| 34 | Advisors Preferred, LLC | 116,220 | 2,452,000 | 0.62% | ||
| 35 | COOKSON PEIRCE & CO INC | 114,871 | 2,426,000 | 0.62% | SH | |
| 36 | Ashfield Capital Partners, LLC | 113,922 | 2,406,000 | 0.61% | ||
| 37 | Freedom Investment Management, Inc. | 112,555 | 2,377,000 | 0.60% | ||
| 38 | Vigilant Capital Management, LLC | 105,841 | 2,235,000 | 0.57% | ||
| 39 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 103,817 | 2,193,000 | 0.56% | ||
| 40 | BAIRD FINANCIAL GROUP, INC. | 103,232 | 2,180,000 | 0.55% | ||
| 41 | Confluence Wealth Management LLC | 102,573 | 2,166,000 | 0.55% | ||
| 42 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 96,070 | 2,029,000 | 0.52% | ||
| 43 | ROYAL BANK OF CANADA | 91,819 | 1,939,000 | 0.49% | ||
| 44 | PARK NATIONAL CORP /OH/ | 88,133 | 1,861,000 | 0.47% | ||
| 45 | ASSET DEDICATION, LLC | 85,423 | 1,804,000 | 0.46% | ||
| 46 | VALLEY NATIONAL ADVISERS INC | 84,214 | 1,779,000 | 0.45% | ||
| 47 | MADISON INVESTMENT HOLDINGS INC | 79,518 | 1,679,000 | 0.43% | ||
| 48 | LINCOLN NATIONAL CORP | 75,969 | 1,604,000 | 0.41% | ||
| 49 | Financial Advisory Group | 74,617 | 1,576,000 | 0.40% | ||
| 50 | TRUST CO | 70,878 | 1,497,000 | 0.38% |
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.
