| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CAPITAL ADVISORS INC/OK | 4,218,064 | 89,339,000 | 16.29% | ||
| 2 | Capital Advantage, Inc. | 2,564,240 | 54,311,000 | 9.90% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,587,277 | 33,618,000 | 6.13% | ||
| 4 | UBS Group AG | 1,317,015 | 27,894,000 | 5.09% | ||
| 5 | BERGANKDV WEALTH MANAGEMENT, LLC | 1,191,577 | 25,238,000 | 4.60% | ||
| 6 | Motley Fool Wealth Management, LLC | 1,135,968 | 24,060,000 | 4.39% | ||
| 7 | DAVENPORT & Co LLC | 1,093,366 | 23,157,000 | 4.22% | ||
| 8 | MORGAN STANLEY | 1,030,498 | 21,826,000 | 3.98% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 785,104 | 16,628,000 | 3.03% | ||
| 10 | Evanston Investments, Inc., dba Evanston Advisors | 757,951 | 16,053,000 | 2.93% | ||
| 11 | Ironwood Financial, llc | 625,260 | 13,243,000 | 2.41% | ||
| 12 | GM Advisory Group, LLC | 382,540 | 8,114,000 | 1.48% | ||
| 13 | ATWOOD & PALMER INC | 374,889 | 7,940,000 | 1.45% | ||
| 14 | EASTERN BANK | 367,795 | 7,790,000 | 1.42% | ||
| 15 | FUSION FAMILY WEALTH, LLC | 308,485 | 6,546,000 | 1.19% | SH | |
| 16 | NORTHWEST QUADRANT WEALTH MANAGEMENT, LLC | 307,962 | 6,531,945 | 1.19% | ||
| 17 | HENGEHOLD CAPITAL MANAGEMENT LLC | 280,604 | 5,943,000 | 1.08% | ||
| 18 | Cambridge Investment Research Advisors, Inc. | 263,419 | 5,579,000 | 1.02% | ||
| 19 | FIRST COMMAND FINANCIAL SERVICES, INC. | 259,768 | 5,502,000 | 1.00% | ||
| 20 | FIRST COMMAND BANK | 259,768 | 5,502,000 | 1.00% | ||
| 21 | Linscomb Wealth, Inc. | 254,168 | 5,383,000 | 0.98% | ||
| 22 | FCG ADVISORS, LLC | 239,487 | 5,072,000 | 0.92% | ||
| 23 | Buffington Mohr McNeal | 231,182 | 4,896,000 | 0.89% | ||
| 24 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 226,807 | 4,804,000 | 0.88% | ||
| 25 | COURIER CAPITAL LLC | 226,695 | 4,801,000 | 0.88% | ||
| 26 | AMERIPRISE FINANCIAL INC | 182,563 | 3,867,000 | 0.71% | ||
| 27 | WOLVERINE TRADING LP /BD | 162,328 | 3,438,000 | 0.63% | ||
| 28 | Raub Brock Capital Management LP | 161,497 | 3,421,000 | 0.62% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 160,722 | 3,404,000 | 0.62% | ||
| 30 | HighTower Advisors, LLC | 156,970 | 3,318,000 | 0.61% | ||
| 31 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 149,880 | 3,174,000 | 0.58% | ||
| 32 | Legacy Private Trust Co. | 147,380 | 3,122,000 | 0.57% | ||
| 33 | COOKSON PEIRCE & CO INC | 145,480 | 3,081,000 | 0.56% | SH | |
| 34 | Lowe Wealth Advisors, LLC | 138,795 | 2,940,000 | 0.54% | ||
| 35 | FRONTIER INVESTMENT MGMT CO | 138,209 | 2,927,000 | 0.53% | ||
| 36 | Carnegie Investment Counsel | 133,449 | 2,829,000 | 0.52% | ||
| 37 | CMH WEALTH MANAGEMENT LLC | 129,790 | 2,754,000 | 0.50% | ||
| 38 | Gradient Investments LLC | 129,299 | 2,739,000 | 0.50% | ||
| 39 | CITADEL ADVISORS LLC | 121,955 | 2,583,000 | 0.47% | ||
| 40 | VECTOR WEALTH MANAGEMENT, LLC | 107,737 | 2,282,000 | 0.42% | ||
| 41 | Vigilant Capital Management, LLC | 107,378 | 2,274,000 | 0.41% | ||
| 42 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 104,807 | 2,220,000 | 0.40% | ||
| 43 | Advisory Alpha, LLC | 101,552 | 2,155,000 | 0.39% | ||
| 44 | MADISON INVESTMENT HOLDINGS INC | 100,491 | 2,128,000 | 0.39% | ||
| 45 | ASSET DEDICATION, LLC | 99,033 | 2,088,000 | 0.38% | ||
| 46 | PARK NATIONAL CORP /OH/ | 96,376 | 2,041,000 | 0.37% | ||
| 47 | Neuberger Berman Group LLC | 94,045 | 1,992,000 | 0.36% | ||
| 48 | BAIRD FINANCIAL GROUP, INC. | 93,187 | 1,974,000 | 0.36% | ||
| 49 | Advisors Preferred, LLC | 90,000 | 1,906,000 | 0.35% | ||
| 50 | LPL Financial LLC | 89,500 | 1,899,000 | 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.
