| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,137,680 | 25,097,000 | 10.07% | ||
| 2 | AVIANCE CAPITAL MANAGEMENT, LLC | 1,033,674 | 22,803,000 | 9.15% | ||
| 3 | MORGAN STANLEY | 966,109 | 21,312,000 | 8.55% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 800,059 | 18,089,000 | 7.26% | ||
| 5 | BBVA USA Bancshares, Inc. | 809,531 | 17,859,000 | 7.16% | ||
| 6 | Bank of New York Mellon Corp | 644,540 | 14,219,000 | 5.70% | ||
| 7 | LPL Financial LLC | 609,891 | 13,448,000 | 5.39% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 532,784 | 11,753,000 | 4.71% | ||
| 9 | WELLS FARGO & COMPANY/MN | 487,594 | 10,757,000 | 4.32% | ||
| 10 | Longer Investments Inc. | 481,735 | 10,627,000 | 4.26% | ||
| 11 | Linscomb Wealth, Inc. | 368,317 | 8,125,000 | 3.26% | ||
| 12 | UBS Group AG | 313,773 | 6,922,000 | 2.78% | ||
| 13 | ROYAL BANK OF CANADA | 282,268 | 6,226,000 | 2.50% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 273,115 | 6,025,000 | 2.42% | ||
| 15 | ETRADE Capital Management LLC | 271,403 | 5,987,000 | 2.40% | ||
| 16 | JANE STREET GROUP, LLC | 164,014 | 3,618,000 | 1.45% | ||
| 17 | Commonwealth Equity Services, Inc | 161,397 | 3,560,000 | 1.43% | ||
| 18 | Virtu KCG Holdings LLC | 147,291 | 3,249,000 | 1.30% | ||
| 19 | CABOT WEALTH MANAGEMENT INC | 116,112 | 2,561,000 | 1.03% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 101,236 | 2,233,000 | 0.90% | ||
| 21 | Janney Montgomery Scott LLC | 88,134 | 1,944,000 | 0.78% | ||
| 22 | Capital Advisors, Ltd. LLC | 87,658 | 1,934,000 | 0.78% | ||
| 23 | Courage Miller Partners, LLC | 84,505 | 1,864,000 | 0.75% | ||
| 24 | TRUSTMARK BANK TRUST DEPARTMENT | 83,229 | 1,836,000 | 0.74% | ||
| 25 | New England Private Wealth Advisors LLC | 81,782 | 1,803,000 | 0.72% | ||
| 26 | Ironsides Asset Advisors, LLC | 80,742 | 1,781,000 | 0.71% | ||
| 27 | NATIONAL PLANNING CORP | 77,549 | 1,749,000 | 0.70% | ||
| 28 | CITIGROUP INC | 67,726 | 1,494,000 | 0.60% | ||
| 29 | SIGNET FINANCIAL MANAGEMENT, LLC | 66,239 | 1,461,000 | 0.59% | ||
| 30 | Country Club Trust Company, n.a. | 60,560 | 1,336,000 | 0.54% | ||
| 31 | MSI Financial Services Inc | 56,098 | 1,238,000 | 0.50% | ||
| 32 | Regal Investment Advisors LLC | 53,102 | 1,171,000 | 0.47% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 52,717 | 1,163,000 | 0.47% | ||
| 34 | AMERIPRISE FINANCIAL INC | 46,650 | 1,029,000 | 0.41% | ||
| 35 | THRIVENT FINANCIAL FOR LUTHERANS | 35,300 | 779,000 | 0.31% | ||
| 36 | TELEMUS CAPITAL, LLC | 32,849 | 725,000 | 0.29% | ||
| 37 | Raab & Moskowitz Asset Management LLC | 32,775 | 723,000 | 0.29% | ||
| 38 | VALLEY NATIONAL ADVISERS INC | 31,446 | 694,000 | 0.28% | ||
| 39 | US BANCORP \DE\ | 26,700 | 589,000 | 0.24% | ||
| 40 | PNC FINANCIAL SERVICES GROUP, INC. | 25,333 | 559,000 | 0.22% | ||
| 41 | ENVESTNET ASSET MANAGEMENT INC | 24,323 | 537,000 | 0.22% | ||
| 42 | Pinnacle Summer Investments, Inc. | 22,694 | 501,000 | 0.20% | ||
| 43 | SII INVESTMENTS INC/WI | 22,722 | 500,000 | 0.20% | ||
| 44 | Apriem Advisors | 21,925 | 484,000 | 0.19% | ||
| 45 | CADENCE BANK NA | 20,288 | 448,000 | 0.18% | ||
| 46 | Orion Porfolio Solutions, LLC | 20,132 | 444,000 | 0.18% | ||
| 47 | Bison Wealth, LLC | 19,268 | 425,000 | 0.17% | ||
| 48 | AMERICAN INTERNATIONAL GROUP, INC. | 17,858 | 393,945 | 0.16% | ||
| 49 | JPMORGAN CHASE & CO | 17,343 | 383,000 | 0.15% | ||
| 50 | Gradient Investments LLC | 16,976 | 374,000 | 0.15% |
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.
