Notable Holders of TELEPHONE AND DATA SYSTEMS, INC. 5.875?ENIOR NOTES DUE 2061 (TDA)
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Expand Research on TDA
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* Does Not Fully Represent All Holders
| Fund | Title | Shares | % Owned | Source |
|---|---|---|---|---|
| VANGUARD GROUP INC | COM NEW | 12,177,530 | N/A | 13F |
| BlackRock Fund Advisors | COM NEW | 4,689,628 | N/A | 13F |
| BlackRock Institutional Trust Company, N.A. | COM NEW | 4,471,701 | N/A | 13F |
| STATE STREET CORP | COM NEW | 4,049,385 | N/A | 13F |
| PRIVATE MANAGEMENT GROUP INC | COM NEW | 3,989,353 | N/A | 13F |
| DIMENSIONAL FUND ADVISORS LP | COM NEW | 3,457,055 | N/A | 13F |
| BLACKROCK ADVISORS LLC | COM NEW | 3,101,232 | N/A | 13F |
| GABELLI FUNDS LLC | EQUITY | 2,383,500 | N/A | 13F |
| Goldman Sachs Asset Management, L.P. | CMN | 2,254,908 | N/A | 13F |
| MILLENNIUM MANAGEMENT LLC | COM NEW | 2,232,357 | N/A | 13F |
| BlackRock Investment Management, LLC | COM NEW | 2,209,704 | N/A | 13F |
| GAMCO Investors | EQUITY | 2,102,431 | N/A | 13F |
| GEODE CAPITAL MANAGEMENT LLC | COM NEW | 1,912,979 | N/A | 13F |
| FIRST TRUST ADVISORS LP | COM NEW | 1,459,132 | N/A | 13F |
| Marshall Wace LLP | COMMON STOCK | 1,269,087 | N/A | 13F |
| Invesco Ltd. | COM NEW | 1,249,344 | N/A | 13F |
| SCHWAB CHARLES INVESTMENT MANAGEMENT INC | COM NEW | 1,249,305 | N/A | 13F |
| JUPITER ASSET MANAGEMENT LTD | COM NEW | 1,200,228 | N/A | 13F |
| BlackRock Group LTD | COM NEW | 1,100,391 | N/A | 13F |
| ProShare Advisors LLC | COM NEW | 1,095,193 | N/A | 13F |
| Fidelity Investments | COM NEW | 1,045,942 | N/A | 13F |
| NORTHERN TRUST CORP | COM NEW | 998,345 | N/A | 13F |
| BRIDGEWAY CAPITAL MANAGEMENT INC | COM NEW | 981,812 | N/A | 13F |
| TIAA CREF INVESTMENT MANAGEMENT LLC | CS | 948,031 | N/A | 13F |
| Bank of New York Mellon CORP | COM | 919,789 | N/A | 13F |
| UBS Group AG | COM NEW | 909,686 | N/A | 13F |
| TEACHERS ADVISORS INC | CS | 879,565 | N/A | 13F |
| Advisors Asset Management, Inc. | COM NEW | 635,937 | N/A | 13F |
| TCW GROUP INC | COM NEW | 605,232 | N/A | 13F |
| PANAGORA ASSET MANAGEMENT INC | COM NEW | 587,608 | N/A | 13F |
| JANE STREET GROUP, LLC | COM NEW | 577,247 | N/A | 13F |
| Assenagon Asset Management S.A. | COM NEW | 565,066 | N/A | 13F |
| Krilogy Financial LLC | COM NEW | 509,700 | N/A | 13F |
| PRINCIPAL FINANCIAL GROUP INC | COM NEW | 468,462 | N/A | 13F |
| PINNACLE ASSOCIATES LTD | COM NEW | 450,138 | N/A | 13F |
| CONGRESS ASSET MANAGEMENT CO /MA | COM | 428,499 | N/A | 13F |
| PARAMETRIC PORTFOLIO ASSOCIATES | Common Stock | 369,959 | N/A | 13F |
| Engineers Gate Manager LP | COM NEW | 363,969 | N/A | 13F |
| BARCLAYS PLC | COM | 346,611 | N/A | 13F |
| Cubist Systematic Strategies, LLC | COM NEW | 340,946 | N/A | 13F |
| BANK OF AMERICA CORP /DE/ | COM NEW | 336,751 | N/A | 13F |
| RHUMBLINE ADVISERS | COM | 330,746 | N/A | 13F |
| NOMURA HOLDINGS INC (CALL) | COM NEW | 313,800 | N/A | 13F |
| Empowered Funds, LLC | COM NEW | 304,312 | N/A | 13F |
| EA Series Trust | COM NEW | 304,312 | N/A | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | COM NEW | 300,489 | N/A | 13F |
| Nuveen Asset Management, LLC | COM NEW | 295,238 | N/A | 13F |
| LEGAL & GENERAL GROUP PLC | COM NEW | 292,807 | N/A | 13F |
| Aperio Group, LLC | COM NEW | 290,031 | N/A | 13F |
| PDT Partners, LLC | COM NEW | 276,125 | N/A | 13F |
| ARONSON & JOHNSON & ORTIZ, LP | COM | 267,429 | N/A | 13F |
| Jump Financial, LLC | Common Stock | 241,002 | N/A | 13F |
| Meadow Creek Investment Management LLC | COM | 235,654 | N/A | 13F |
| HENNESSY ADVISORS INC | COM NEW | 233,300 | N/A | 13F |
| QS Investors, LLC | COM NEW | 226,082 | N/A | 13F |
| Swiss National Bank | COM NEW | 217,700 | N/A | 13F |
| Emerald Acquisition Ltd. | Common Stocks | 214,363 | N/A | 13F |
| Raymond James Financial Services Advisors, Inc. | COM NEW | 209,129 | N/A | 13F |
| Invenomic Capital Management LP | COM NEW | 207,191 | N/A | 13F |
| Colony Capital, Inc. | COM NEW | 205,700 | N/A | 13F |
| AMERIPRISE FINANCIAL INC | COM | 197,333 | N/A | 13F |
| Elkfork Partners LLC | COM | 194,068 | N/A | 13F |
| ALGERT COLDIRON INVESTORS LLC | COM NEW | 193,060 | N/A | 13F |
| THRIVENT FINANCIAL FOR LUTHERANS | COM NEW | 183,349 | N/A | 13F |
| RIVERHEAD CAPITAL MANAGEMENT LLC | COM | 173,434 | N/A | 13F |
| UBS GLOBAL ASSET MANAGEMENT AMERICAS INC | EQUITY US CM | 173,063 | N/A | 13F |
| RAYMOND JAMES FINANCIAL INC | COM NEW | 171,152 | N/A | 13F |
| BNP PARIBAS ARBITRAGE, SA | Equity | 167,269 | N/A | 13F |
| RAYMOND JAMES & ASSOCIATES | COM NEW | 166,478 | N/A | 13F |
| Eidelman Virant Capital | COM NEW | 159,000 | N/A | 13F |
| PRUDENTIAL FINANCIAL INC | COM NEW | 155,766 | N/A | 13F |
| Glen Harbor Capital Management LLC | COM | 152,482 | N/A | 13F |
| NWI MANAGEMENT LP | COM NEW | 146,000 | N/A | 13F |
| CREDIT SUISSE AG/ | COM NEW | 144,055 | N/A | 13F |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | COM NEW | 139,141 | N/A | 13F |
| TWO SIGMA ADVISERS, LLC | COM NEW | 133,980 | N/A | 13F |
| ExodusPoint Capital Management, LP | COM NEW | 128,399 | N/A | 13F |
| DIAM Co., Ltd. | COM NEW | 127,726 | N/A | 13F |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | COMMON STOCK | 124,939 | N/A | 13F |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | COM NEW | 121,010 | N/A | 13F |
| ALLIANCEBERNSTEIN L.P. | COM NEW | 120,440 | N/A | 13F |
| WELLS FARGO & CO/MN | COM NEW | 119,054 | N/A | 13F |
| AQR CAPITAL MANAGEMENT LLC | COM NEW | 114,062 | N/A | 13F |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | COM NEW | 111,707 | N/A | 13F |
| Neuburgh Advisers LLC | COM | 110,896 | N/A | 13F |
| EXCHANGE TRADED CONCEPTS, LLC | COM NEW | 106,754 | N/A | 13F |
| ING INVESTMENT MANAGEMENT LLC | COM NEW | 103,559 | N/A | 13F |
| BlackRock Japan Co. Ltd | COM NEW | 103,004 | N/A | 13F |
| PRICE T ROWE ASSOCIATES INC /MD/ | COMM STK | 101,671 | N/A | 13F |
| WEDGE CAPITAL MANAGEMENT L L P/NC | COM | 97,118 | N/A | 13F |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | COM NEW | 96,378 | N/A | 13F |
| Trexquant Investment LP | COM NEW | 94,531 | N/A | 13F |
| NEW AMSTERDAM PARTNERS LLC/NY | COM | 88,475 | N/A | 13F |
| TEXAS PERMANENT SCHOOL FUND | COM NEW | 86,975 | N/A | 13F |
| Alhambra Investment Partners LLC | COM NEW | 80,710 | N/A | 13F |
| VICTORY CAPITAL MANAGEMENT INC | COM | 79,691 | N/A | 13F |
| GUGGENHEIM CAPITAL LLC | COM NEW | 70,004 | N/A | 13F |
| TORONTO DOMINION BANK | Common Stock | 67,121 | N/A | 13F |
| Quinn Opportunity Partners LLC | COM NEW | 65,500 | N/A | 13F |
| Alaska Retirement Management Board | COM NEW | 65,023 | N/A | 13F |
| Numeric Investors LLC | COM NEW | 61,500 | N/A | 13F |
| ENVESTNET ASSET MANAGEMENT INC | COM NEW | 60,648 | N/A | 13F |
| YOUSIF CAPITAL MANAGEMENT, LLC | COM | 60,344 | N/A | 13F |
| State of Tennessee, Treasury Department | COMMON STOCK | 57,405 | N/A | 13F |
| Graham Capital Management, L.P. | COM | 56,107 | N/A | 13F |
| ROYAL BANK OF CANADA \ | COM NEW | 54,696 | N/A | 13F |
| STRS OHIO | COM | 53,800 | N/A | 13F |
| MetLife Investment Advisors, LLC | COM NEW | 53,418 | N/A | 13F |
| Louisiana State Employees Retirement System | COM NEW | 51,900 | N/A | 13F |
| OCCUDO QUANTITATIVE STRATEGIES LP | COM NEW | 50,452 | N/A | 13F |
| Pathstone Family Office, LLC | COM NEW | 50,080 | N/A | 13F |
| QUANTUM CAPITAL MANAGEMENT | COMMON | 49,422 | N/A | 13F |
| DEUTSCHE BANK AG\ | COM NEW | 48,419 | N/A | 13F |
| Squarepoint Ops LLC | COM NEW | 48,147 | N/A | 13F |
| TEACHER RETIREMENT SYSTEM OF TEXAS | COM NEW | 46,426 | N/A | 13F |
| Cantab Capital Partners LLP | COM | 45,711 | N/A | 13F |
| Amalgamated Financial Corp. | COM | 44,582 | N/A | 13F |
| Mirae Asset Global Investments Co., Ltd. | COM NEW | 44,217 | N/A | 13F |
| HENDERSON GROUP PLC | COM NEW | 43,214 | N/A | 13F |
| Leucadia National | COM NEW | 40,144 | N/A | 13F |
| AMALGAMATED BANK | COM | 39,860 | N/A | 13F |
| MANUFACTURERES LIFE INSURANCE CO | COM NEW | 39,786 | N/A | 13F |
| OPPENHEIMER FUNDS INC | COM NEW | 39,485 | N/A | 13F |
| Maryland State Retirement & Pension System | COM NEW | 38,501 | N/A | 13F |
| BB&T CORP | COM NEW | 38,056 | N/A | 13F |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | COM NEW | 38,016 | N/A | 13F |
| CAPSTONE INVESTMENT ADVISORS, LLC | COM NEW | 37,815 | N/A | 13F |
| CWM Advisors, LLC | COM NEW | 37,583 | N/A | 13F |
| CHICAGO EQUITY PARTNERS LLC | COM NEW | 37,555 | N/A | 13F |
| Walleye Trading Advisors, LLC | COM NEW | 36,984 | N/A | 13F |
| NISA INVESTMENT ADVISORS L L C | COM | 36,749 | N/A | 13F |
| BANK OF MONTREAL /CAN/ | COM NEW | 36,608 | N/A | 13F |
| CAXTON ASSOCIATES LP | COM NEW | 36,525 | N/A | 13F |
| Ridgewood Investments LLC | COM NEW | 35,926 | N/A | 13F |
| Vestcor Investment Management Corp | COM NEW | 35,371 | N/A | 13F |
| GABELLI SECURITIES INC | EQUITY | 35,000 | N/A | 13F |
| Corton Capital Inc. | COM NEW | 33,651 | N/A | 13F |
| Counterpoint Mutual Funds LLC | COM NEW | 33,494 | N/A | 13F |
| STATE OF WISCONSIN INVESTMENT BOARD | COM NEW | 33,105 | N/A | 13F |
| Walleye Trading LLC | COM NEW | 33,083 | N/A | 13F |
| HighTower Advisors, LLC | COM NEW | 33,003 | N/A | 13F |
| HSBC HOLDINGS PLC | COM NEW | 32,448 | N/A | 13F |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | COM | 32,411 | N/A | 13F |
| SEI INVESTMENTS CO | COM NEW | 31,715 | N/A | 13F |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | COM | 30,777 | N/A | 13F |
| GTS SECURITIES LLC | COM NEW | 30,435 | N/A | 13F |
| Quantbot Technologies LLC | COM | 29,805 | N/A | 13F |
| CITIGROUP INC | COM NEW | 28,412 | N/A | 13F |
| Arizona State Retirement System | COM NEW | 28,084 | N/A | 13F |
| NEW YORK STATE COMMON RETIREMENT FUND | Common Stock | 27,621 | N/A | 13F |
| EVERENCE CAPITAL MANAGEMENT INC | EQTY | 27,600 | N/A | 13F |
| WOLVERINE TRADING, LLC (CALL) | COM NEW | 27,500 | N/A | 13F |
| Hennion & Walsh Asset Management, Inc. | COM NEW | 27,473 | N/A | 13F |
| COMERICA BANK | COM NEW | 27,457 | N/A | 13F |
| Diversified Trust Co | COM NEW | 26,865 | N/A | 13F |
| LPL Financial LLC | COM NEW | 25,825 | N/A | 13F |
| Family Management Corp | COM NEW | 24,729 | N/A | 13F |
| OLD MISSION CAPITAL, LLC | Common Stock | 24,561 | N/A | 13F |
| FRANKLIN RESOURCES INC | COM NEW | 23,695 | N/A | 13F |
| PEAK6 Investments, L.P. (CALL) | COM NEW | 23,300 | N/A | 13F |
| SPOT TRADING L.L.C. (PUT) | COM NEW | 22,900 | N/A | 13F |
| D. E. Shaw & Co., INC. | COM NEW | 21,821 | N/A | 13F |
| CAPTRUST FINANCIAL ADVISORS | Stock | 21,480 | N/A | 13F |
| Blueshift Asset Management, LLC | COM NEW | 20,651 | N/A | 13F |
| LAZARD ASSET MANAGEMENT LLC | Common Stock | 20,578 | N/A | 13F |
| Amundi | COM NEW | 20,432 | N/A | 13F |
| EVERGREEN CAPITAL MANAGEMENT LLC | COM NEW | 19,425 | N/A | 13F |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP | COM NEW | 19,302 | N/A | 13F |
| CROFT-LEOMINSTER INC | COM NEW | 19,258 | N/A | 13F |
| Handelsbanken Fonder AB | COM | 18,225 | N/A | 13F |
| CAPSTONE ASSET MANAGEMENT CO | COM | 17,906 | N/A | 13F |
| Xact Kapitalforvaltning AB | COM | 17,025 | N/A | 13F |
| Janney Montgomery Scott LLC | Common Stock | 16,993 | N/A | 13F |
| Fidelis Capital Partners, LLC | COM NEW | 16,477 | N/A | 13F |
| Steel Peak Wealth Management LLC | COM NEW | 16,441 | N/A | 13F |
| Atria Wealth Solutions, Inc. | COM NEW | 15,600 | N/A | 13F |
| Koss-Olinger Consulting, LLC | COM NEW | 15,217 | N/A | 13F |
| Zurcher Kantonalbank (Zurich Cantonalbank) | COM NEW | 15,132 | N/A | 13F |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | COM NEW | 14,450 | N/A | 13F |
| PNC FINANCIAL SERVICES GROUP INC | COM NEW | 14,301 | N/A | 13F |
| Man Group plc | COM NEW | 13,907 | N/A | 13F |
| PITCAIRN CO | COM NEW | 13,599 | N/A | 13F |
| IFP Advisors, Inc | cs | 13,443 | N/A | 13F |
| MACKENZIE FINANCIAL CORP | COM NEW | 12,939 | N/A | 13F |
| Cipher Capital LP | COM NEW | 12,367 | N/A | 13F |
| SHELL ASSET MANAGEMENT CO | COM NEW | 12,284 | N/A | 13F |
| Hightower 6M Holding, LLC | COM NEW | 12,153 | N/A | 13F |
| BALYASNY ASSET MANAGEMENT LLC | COM NEW | 12,038 | N/A | 13F |
| FOX RUN MANAGEMENT, L.L.C. | COM NEW | 11,992 | N/A | 13F |
| Spire Wealth Management | COM NEW | 11,792 | N/A | 13F |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | COM | 11,714 | N/A | 13F |
| NEXT Financial Holdings | COM NEW | 11,284 | N/A | 13F |
| Whetstone Capital Advisors, LLC | COM NEW | 11,225 | N/A | 13F |
| PICTET ASSET MANAGEMENT SA | COM NEW | 11,203 | N/A | 13F |
| Creative Planning | COM NEW | 11,068 | N/A | 13F |
| Sweet Financial Partners, LLC | COM NEW | 11,000 | N/A | 13F |
| Alan B. Lancz & Associates, Inc. | COM NEW | 10,930 | N/A | 13F |
| INVESCO, LLC | COM NEW | 10,781 | N/A | 13F |
| US BANCORP \DE\ | COM NEW | 10,443 | N/A | 13F |
| CIBC Global Asset Management Inc | COM NEW | 10,369 | N/A | 13F |
| DLD Asset Management, LP | COM NEW | 10,000 | N/A | 13F |
| AHL Partners LLP | COM NEW | 9,831 | N/A | 13F |
| KCG Holdings, Inc. | COM NEW | 9,631 | N/A | 13F |
| TrueNorth, Inc. | COM NEW | 9,282 | N/A | 13F |
| Alpine Group USVI, LLC | COM NEW | 9,100 | N/A | 13F |
| Gladius Capital Management LP | COM NEW | 8,882 | N/A | 13F |
| Airain ltd | Com | 8,606 | N/A | 13F |
| Blenheim Capital Management, BV | Common Stock | 8,160 | N/A | 13F |
| Summit Investment Advisors, Inc. | COM | 7,925 | N/A | 13F |
| FIRST MANHATTAN CO | COM NEW | 7,052 | N/A | 13F |
| Advisor Group, Inc. | COM NEW | 6,433 | N/A | 13F |
| Bartlett & Co. LLC | COM | 6,354 | N/A | 13F |
| Neo Ivy Capital Management | stock | 5,964 | N/A | 13F |
| Tower Research Capital LLC | COM NEW | 5,418 | N/A | 13F |
| Hartland & Co., LLC | COM NEW | 5,100 | N/A | 13F |
| NOMURA ASSET MANAGEMENT CO LTD | COM NEW | 4,100 | N/A | 13F |
| Old Mutual Global Index Trackers (Proprietary) LTD | COM | 3,926 | N/A | 13F |
| QUADRANT CAPITAL GROUP LLC | COM NEW | 3,884 | N/A | 13F |
| HARBOUR INVESTMENTS, INC. | COM NEW | 3,696 | N/A | 13F |
| HOEY INVESTMENTS, INC | COM NEW | 3,552 | N/A | 13F |
| WHITE BAY PT LLC | COM NEW | 3,500 | N/A | 13F |
| MEEDER ASSET MANAGEMENT INC | COM NEW | 3,273 | N/A | 13F |
| KBC Group NV | COM NEW | 3,247 | N/A | 13F |
| Parallel Advisors, LLC | Stock | 3,115 | N/A | 13F |
| Quarry LP | COM NEW | 2,674 | N/A | 13F |
| Allspring Global Investments Holdings, LLC | COM NEW | 2,551 | N/A | 13F |
| SIGNATUREFD, LLC | COM NEW | 2,429 | N/A | 13F |
| CWM, LLC | COM NEW | 2,194 | N/A | 13F |
| Lindbrook Capital, LLC | Stock | 2,164 | N/A | 13F |
| FTB Advisors, Inc. | COMMON STOCK | 2,000 | N/A | 13F |
| FIRST QUADRANT L P/CA | COMMON | 1,892 | N/A | 13F |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM NEW | 1,843 | N/A | 13F |
| Johnson Financial Group, Inc. | COM NEW | 1,796 | N/A | 13F |
| WIPFLI FINANCIAL ADVISORS LLC, | COM NEW | 1,510 | N/A | 13F |
| FIFTH THIRD BANCORP | COM NEW | 1,499 | N/A | 13F |
| JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 1,404 | N/A | 13F |
| SIMPLEX TRADING, LLC | COM | 1,295 | N/A | 13F |
| Iron Horse Wealth Management, LLC | COM NEW | 1,236 | N/A | 13F |
| North Star Investment Management Corp. | Stock | 1,150 | N/A | 13F |
| Zions Bancorporation | Com | 1,103 | N/A | 13F |
| LADENBURG THALMANN FINANCIAL SERVICES INC | COM NEW | 1,061 | N/A | 13F |
| Russell Investments Group, Ltd. | Common Stock | 1,046 | N/A | 13F |
| Carroll Financial Associates, Inc. | Stock | 1,000 | N/A | 13F |
| Versant Capital Management, Inc | Stock | 977 | N/A | 13F |
| NEXT Financial Group, Inc | COM NEW | 925 | N/A | 13F |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | COM | 711 | N/A | 13F |
| Steward Partners Investment Advisory, LLC | COM NEW | 675 | N/A | 13F |
| PRIVATE TRUST CO NA | Com | 388 | N/A | 13F |
| BESSEMER GROUP INC | SC | 353 | N/A | 13F |
| HUNTINGTON NATIONAL BANK | COMMON STOCK | 319 | N/A | 13F |
| Berman Capital Advisors, LLC | Stock | 302 | N/A | 13F |
| EverSource Wealth Advisors, LLC | Stock | 293 | N/A | 13F |
| FNY Managed Accounts LLC | COM | 253 | N/A | 13F |
| O'Dell Group, LLC | COM NEW | 239 | N/A | 13F |
| Investors Research Corp | COM NEW | 218 | N/A | 13F |
| Hanson McClain, Inc. | COM NEW | 215 | N/A | 13F |
| M&R CAPITAL MANAGEMENT INC | Stock | 200 | N/A | 13F |
| SCBT FINANCIAL CORP | COM NEW | 174 | N/A | 13F |
| FEDERATED INVESTORS INC /PA/ | COM NEW | 171 | N/A | 13F |
| Cornerstone Advisors, Inc. | COM NEW | 150 | N/A | 13F |
| Prestige Wealth Management Group LLC | COM NEW | 130 | N/A | 13F |
| Key FInancial Inc | COM NEW | 125 | N/A | 13F |
| Quent Capital, LLC | Stock | 107 | N/A | 13F |
| GROUP ONE TRADING, L.P. (CALL) | COM NEW | 100 | N/A | 13F |
| Glassman Wealth Services | COM NEW | 87 | N/A | 13F |
| VitalStone Financial, LLC | Stock | 73 | N/A | 13F |
| Hexagon Capital Partners LLC | Stock | 71 | N/A | 13F |
| FARMERS & MERCHANTS INVESTMENTS INC | COM NEW | 66 | N/A | 13F |
| Baker Avenue Asset Management, LP | Stock | 56 | N/A | 13F |
| JFS WEALTH ADVISORS, LLC | COM NEW | 55 | N/A | 13F |
| EARNEST PARTNERS LLC | COM | 46 | N/A | 13F |
| MetLife Securities, Inc | COM NEW | 44 | N/A | 13F |
| Ronald Blue Trust, Inc. | COM NEW | 41 | N/A | 13F |
| Private Capital Group, LLC | Common Stock | 39 | N/A | 13F |
| WFG Advisors, LP | COM NEW | 25 | N/A | 13F |
| SJS Investment Consulting Inc. | COM NEW | 22 | N/A | 13F |
| Global Retirement Partners, LLC | COM NEW | 21 | N/A | 13F |
| Disciplined Investments, LLC | Stock | 20 | N/A | 13F |
| AdvisorNet Financial, Inc | Stock | 20 | N/A | 13F |
| Covestor Ltd | COMMON | 8 | N/A | 13F |

