| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,244,987 | 30,291,000 | 8.48% | ||
| 2 | MORGAN STANLEY | 1,232,338 | 29,983,000 | 8.40% | ||
| 3 | AVIANCE CAPITAL MANAGEMENT, LLC | 1,079,622 | 26,267,000 | 7.36% | ||
| 4 | BBVA USA Bancshares, Inc. | 947,599 | 23,055,000 | 6.46% | ||
| 5 | WELLS FARGO & COMPANY/MN | 904,361 | 22,003,000 | 6.16% | ||
| 6 | Linscomb Wealth, Inc. | 891,206 | 21,683,000 | 6.07% | ||
| 7 | New England Private Wealth Advisors LLC | 774,108 | 18,838,000 | 5.28% | ||
| 8 | ROYAL BANK OF CANADA | 768,761 | 18,704,000 | 5.24% | ||
| 9 | Bank of New York Mellon Corp | 703,085 | 17,106,000 | 4.79% | ||
| 10 | LPL Financial LLC | 645,866 | 15,591,000 | 4.37% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 608,419 | 14,803,000 | 4.15% | ||
| 12 | UBS AG | 557,790 | 13,571,000 | 3.80% | ||
| 13 | DEUTSCHE BANK AG\ | 482,333 | 11,731,000 | 3.29% | ||
| 14 | Longer Investments Inc. | 396,910 | 9,657,000 | 2.70% | ||
| 15 | Ancora Advisors LLC | 332,979 | 8,101,000 | 2.27% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 293,979 | 7,152,000 | 2.00% | ||
| 17 | ETRADE Capital Management LLC | 225,640 | 5,490,000 | 1.54% | ||
| 18 | Commonwealth Equity Services, Inc | 220,606 | 5,367,000 | 1.50% | ||
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 161,348 | 3,926,000 | 1.10% | ||
| 20 | CABOT WEALTH MANAGEMENT INC | 133,359 | 3,245,000 | 0.91% | ||
| 21 | NATIONAL PLANNING CORP | 127,661 | 3,074,000 | 0.86% | ||
| 22 | Cambridge Investment Research Advisors, Inc. | 115,499 | 2,810,000 | 0.79% | ||
| 23 | Janney Montgomery Scott LLC | 104,219 | 2,535,641 | 0.71% | ||
| 24 | Capital Advisors, Ltd. LLC | 98,070 | 2,386,000 | 0.67% | ||
| 25 | ParenteBeard Wealth Management, LLC | 95,602 | 2,326,000 | 0.65% | ||
| 26 | JANE STREET GROUP, LLC | 92,294 | 2,246,000 | 0.63% | ||
| 27 | Courage Miller Partners, LLC | 87,931 | 2,139,000 | 0.60% | ||
| 28 | Virtu KCG Holdings LLC | 86,895 | 2,114,000 | 0.59% | ||
| 29 | AMERIPRISE FINANCIAL INC | 70,176 | 1,707,000 | 0.48% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 65,753 | 1,599,000 | 0.45% | ||
| 31 | INVESTMENT CENTERS OF AMERICA INC | 62,619 | 1,524,000 | 0.43% | ||
| 32 | CIBC WORLD MARKET INC. | 59,935 | 1,458,000 | 0.41% | ||
| 33 | TRUSTMARK BANK TRUST DEPARTMENT | 59,118 | 1,438,000 | 0.40% | ||
| 34 | Ironsides Asset Advisors, LLC | 56,310 | 1,370,000 | 0.38% | ||
| 35 | STIFEL FINANCIAL CORP | 50,559 | 1,230,000 | 0.34% | ||
| 36 | Regal Investment Advisors LLC | 48,961 | 1,191,000 | 0.33% | ||
| 37 | KMS FINANCIAL SERVICES, INC | 40,920 | 996,000 | 0.28% | ||
| 38 | TELEMUS CAPITAL, LLC | 37,512 | 913,000 | 0.26% | ||
| 39 | SII INVESTMENTS INC/WI | 37,270 | 911,000 | 0.26% | ||
| 40 | Country Club Trust Company, n.a. | 36,235 | 882,000 | 0.25% | ||
| 41 | Friedenthal Financial | 35,342 | 860,000 | 0.24% | ||
| 42 | Kovack Advisors, Inc. | 33,686 | 820,000 | 0.23% | ||
| 43 | CITIGROUP INC | 31,025 | 755,000 | 0.21% | ||
| 44 | AMERICAN INTERNATIONAL GROUP, INC. | 30,945 | 752,894 | 0.21% | ||
| 45 | Raab & Moskowitz Asset Management LLC | 30,250 | 736,000 | 0.21% | ||
| 46 | CADENCE BANK NA | 28,570 | 695,000 | 0.19% | ||
| 47 | NEXT Financial Group, Inc | 28,476 | 693,000 | 0.19% | ||
| 48 | US BANCORP \DE\ | 26,700 | 649,000 | 0.18% | ||
| 49 | ENVESTNET ASSET MANAGEMENT INC | 25,321 | 616,000 | 0.17% | ||
| 50 | FAGAN ASSOCIATES, INC. | 24,534 | 597,000 | 0.17% |
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.
