| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Advantage, Inc. | 2,457,056 | 52,384,000 | 11.81% | ||
| 2 | WELLS FARGO & COMPANY/MN | 1,467,188 | 31,281,000 | 7.05% | ||
| 3 | UBS Group AG | 1,343,161 | 28,636,000 | 6.46% | ||
| 4 | MORGAN STANLEY | 1,235,718 | 26,346,000 | 5.94% | ||
| 5 | BERGANKDV WEALTH MANAGEMENT, LLC | 1,147,624 | 24,467,000 | 5.52% | ||
| 6 | Motley Fool Wealth Management, LLC | 1,110,169 | 23,669,000 | 5.34% | ||
| 7 | DAVENPORT & Co LLC | 1,080,760 | 23,041,803 | 5.19% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 1,078,115 | 22,986,000 | 5.18% | ||
| 9 | FRONTIER INVESTMENT MGMT CO | 94,220 | 20,088,000 | 4.53% | ||
| 10 | Evanston Investments, Inc., dba Evanston Advisors | 747,191 | 15,930,000 | 3.59% | ||
| 11 | Ironwood Financial, llc | 585,278 | 12,478,000 | 2.81% | ||
| 12 | EASTERN BANK | 449,647 | 9,586,000 | 2.16% | ||
| 13 | GM Advisory Group, LLC | 379,610 | 8,093,000 | 1.82% | ||
| 14 | ATWOOD & PALMER INC | 350,352 | 7,470,000 | 1.68% | ||
| 15 | VECTOR WEALTH MANAGEMENT, LLC | 267,962 | 5,713,000 | 1.29% | ||
| 16 | Linscomb Wealth, Inc. | 261,571 | 5,577,000 | 1.26% | ||
| 17 | FINANCIAL STRATEGY NETWORK, LLC | 248,534 | 5,292,000 | 1.19% | ||
| 18 | FCG ADVISORS, LLC | 232,148 | 4,949,000 | 1.12% | ||
| 19 | Buffington Mohr McNeal | 208,870 | 4,453,000 | 1.00% | ||
| 20 | COURIER CAPITAL LLC | 200,438 | 4,273,000 | 0.96% | ||
| 21 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 197,690 | 4,215,000 | 0.95% | ||
| 22 | Cambridge Investment Research Advisors, Inc. | 186,471 | 3,976,000 | 0.90% | ||
| 23 | AMERIPRISE FINANCIAL INC | 166,846 | 3,557,000 | 0.80% | ||
| 24 | Raub Brock Capital Management LP | 162,172 | 3,458,000 | 0.78% | ||
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 159,563 | 3,402,000 | 0.77% | ||
| 26 | Advisors Preferred, LLC | 157,990 | 3,368,000 | 0.76% | ||
| 27 | HighTower Advisors, LLC | 155,230 | 3,307,000 | 0.75% | ||
| 28 | Raymond James Financial Services Advisors, Inc. | 150,873 | 3,217,000 | 0.73% | ||
| 29 | Legacy Private Trust Co. | 142,184 | 3,031,000 | 0.68% | ||
| 30 | Lowe Wealth Advisors, LLC | 139,852 | 2,982,000 | 0.67% | ||
| 31 | Gradient Investments LLC | 139,455 | 2,973,000 | 0.67% | ||
| 32 | Carnegie Investment Counsel | 137,744 | 2,930,000 | 0.66% | ||
| 33 | COOKSON PEIRCE & CO INC | 132,500 | 2,825,000 | 0.64% | SH | |
| 34 | Freedom Investment Management, Inc. | 125,880 | 2,684,000 | 0.61% | ||
| 35 | Vigilant Capital Management, LLC | 104,722 | 2,233,000 | 0.50% | ||
| 36 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 99,987 | 2,132,000 | 0.48% | ||
| 37 | Virtu KCG Holdings LLC | 99,890 | 2,130,000 | 0.48% | ||
| 38 | BAIRD FINANCIAL GROUP, INC. | 96,258 | 2,052,000 | 0.46% | ||
| 39 | PARK NATIONAL CORP /OH/ | 93,233 | 1,988,000 | 0.45% | ||
| 40 | Confluence Wealth Management LLC | 93,073 | 1,984,000 | 0.45% | ||
| 41 | ASSET DEDICATION, LLC | 91,949 | 1,946,000 | 0.44% | ||
| 42 | Ashfield Capital Partners, LLC | 91,232 | 1,945,000 | 0.44% | ||
| 43 | WOLVERINE TRADING LP /BD | 89,820 | 1,915,000 | 0.43% | ||
| 44 | LPL Financial LLC | 86,652 | 1,843,000 | 0.42% | ||
| 45 | MADISON INVESTMENT HOLDINGS INC | 85,884 | 1,831,000 | 0.41% | ||
| 46 | Advisory Alpha, LLC | 84,423 | 1,800,000 | 0.41% | ||
| 47 | Orion Porfolio Solutions, LLC | 82,557 | 1,760,000 | 0.40% | ||
| 48 | LINCOLN NATIONAL CORP | 79,483 | 1,695,000 | 0.38% | ||
| 49 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 73,527 | 1,563,000 | 0.35% | ||
| 50 | Private Advisor Group, LLC | 72,997 | 1,553,000 | 0.35% |
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.
