| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 1,093,107 | 37,745,000 | 22.16% | ||
| 2 | Beaumont Financial Partners, LLC | 578,919 | 19,990,000 | 11.73% | ||
| 3 | Richard C. Young & CO., LTD. | 571,934 | 19,749,000 | 11.59% | ||
| 4 | Commonwealth Equity Services, Inc | 375,929 | 12,981,000 | 7.62% | ||
| 5 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 339,970 | 11,739,000 | 6.89% | ||
| 6 | VICUS CAPITAL | 263,719 | 9,106,000 | 5.35% | ||
| 7 | TRUE PRIVATE WEALTH ADVISORS | 200,811 | 6,934,000 | 4.07% | ||
| 8 | GOLDMAN SACHS GROUP INC | 198,816 | 6,865,000 | 4.03% | ||
| 9 | Cambridge Investment Research Advisors, Inc. | 126,656 | 4,373,000 | 2.57% | ||
| 10 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 124,450 | 4,297,000 | 2.52% | ||
| 11 | LPL Financial LLC | 96,879 | 3,292,000 | 1.93% | ||
| 12 | HighTower Advisors, LLC | 83,328 | 2,871,000 | 1.69% | ||
| 13 | Virtu Financial LLC | 80,894 | 2,792,000 | 1.64% | ||
| 14 | SMITH CHAS P & ASSOCIATES PA CPAS | 80,000 | 2,762,000 | 1.62% | ||
| 15 | Traynor Capital Management, Inc. | 68,096 | 2,351,000 | 1.38% | ||
| 16 | WELLS FARGO & COMPANY/MN | 64,596 | 2,230,000 | 1.31% | ||
| 17 | HIGH FALLS ADVISORS, INC | 58,374 | 2,016,000 | 1.18% | ||
| 18 | Advisory Services Network, LLC | 55,730 | 1,924,000 | 1.13% | ||
| 19 | MORGAN STANLEY | 49,229 | 1,700,000 | 1.00% | ||
| 20 | Giralda Advisors, LLC | 44,229 | 1,527,000 | 0.90% | ||
| 21 | Argentus Capital Management, LLC | 43,014 | 1,485,000 | 0.87% | ||
| 22 | RAND WEALTH, LLC | 40,776 | 1,408,000 | 0.83% | ||
| 23 | Sigma Planning Corp | 38,222 | 1,320,000 | 0.77% | ||
| 24 | AMERICAN INTERNATIONAL GROUP, INC. | 38,235 | 1,320,000 | 0.77% | ||
| 25 | Transamerica Financial Advisors, LLC | 20,520 | 709,000 | 0.42% | ||
| 26 | Psagot Value Holdings Ltd. | 17,000 | 587,000 | 0.34% | ||
| 27 | Shamrock Asset Management LLC | 16,848 | 582,000 | 0.34% | ||
| 28 | Prospera Financial Services Inc | 15,008 | 518,000 | 0.30% | ||
| 29 | COBIZ WEALTH, LLC | 14,690 | 507,000 | 0.30% | ||
| 30 | JANE STREET GROUP, LLC | 14,135 | 488,000 | 0.29% | ||
| 31 | RISK PARADIGM GROUP, LLC | 10,563 | 364,740 | 0.21% | ||
| 32 | CITADEL ADVISORS LLC | 10,555 | 364,000 | 0.21% | ||
| 33 | FMR LLC | 10,479 | 362,000 | 0.21% | ||
| 34 | Atlas Brown,Inc. | 11,028 | 347,000 | 0.20% | ||
| 35 | Virtu KCG Holdings LLC | 9,523 | 329,000 | 0.19% | ||
| 36 | ROYAL BANK OF CANADA | 9,407 | 325,000 | 0.19% | ||
| 37 | BANK OF AMERICA CORP /DE/ | 8,773 | 302,000 | 0.18% | ||
| 38 | LYNCH & ASSOCIATES/IN | 8,483 | 293,000 | 0.17% | ||
| 39 | Willingdon Wealth Management | 8,371 | 289,000 | 0.17% | ||
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,848 | 271,000 | 0.16% | ||
| 41 | UBS Group AG | 4,879 | 168,000 | 0.10% | ||
| 42 | IFP ADVISORS, INC | 4,003 | 138,000 | 0.08% | ||
| 43 | ALLEGIS INVESTMENT ADVISORS, LLC | 3,616 | 125,000 | 0.07% | ||
| 44 | WFG Advisors, LP | 2,688 | 93,000 | 0.05% | ||
| 45 | Creative Planning | 1,700 | 59,000 | 0.03% | ||
| 46 | Simplicity Solutions, LLC | 1,585 | 54,730 | 0.03% | ||
| 47 | JPMORGAN CHASE & CO | 1,575 | 54,000 | 0.03% | ||
| 48 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,375 | 47,000 | 0.03% | ||
| 49 | RPG FAMILY WEALTH ADVISORY, LLC | 1,202 | 41,505 | 0.02% | ||
| 50 | AUSDAL FINANCIAL PARTNERS, INC. | 692 | 24,000 | 0.01% |
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.
