| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 815,086 | 15,080,000 | 15.28% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 607,483 | 11,232,000 | 11.38% | ||
| 3 | Longer Investments Inc. | 558,680 | 10,330,000 | 10.47% | ||
| 4 | LPL Financial LLC | 359,137 | 6,475,000 | 6.56% | ||
| 5 | MORGAN STANLEY | 326,620 | 6,039,000 | 6.12% | ||
| 6 | ETRADE Capital Management LLC | 296,424 | 5,481,000 | 5.55% | ||
| 7 | WELLS FARGO & COMPANY/MN | 237,416 | 4,390,000 | 4.45% | ||
| 8 | UBS Group AG | 201,469 | 3,725,000 | 3.78% | ||
| 9 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 181,799 | 3,361,000 | 3.41% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 156,390 | 2,892,000 | 2.93% | ||
| 11 | Linscomb Wealth, Inc. | 155,751 | 2,880,000 | 2.92% | ||
| 12 | JANE STREET GROUP, LLC | 148,294 | 2,742,000 | 2.78% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 113,278 | 2,095,000 | 2.12% | ||
| 14 | Commonwealth Equity Services, Inc | 91,707 | 1,696,000 | 1.72% | ||
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 84,656 | 1,565,000 | 1.59% | ||
| 16 | Courage Miller Partners, LLC | 78,162 | 1,445,000 | 1.46% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 73,733 | 1,363,000 | 1.38% | ||
| 18 | NATIONAL PLANNING CORP | 67,437 | 1,264,000 | 1.28% | ||
| 19 | Regal Investment Advisors LLC | 47,271 | 874,000 | 0.89% | ||
| 20 | Cambridge Investment Research Advisors, Inc. | 41,885 | 774,000 | 0.78% | ||
| 21 | Country Club Trust Company, n.a. | 38,825 | 718,000 | 0.73% | ||
| 22 | HBK Sorce Advisory LLC | 37,803 | 699,000 | 0.71% | ||
| 23 | AMERIPRISE FINANCIAL INC | 37,594 | 699,000 | 0.71% | ||
| 24 | TRUSTMARK BANK TRUST DEPARTMENT | 36,142 | 668,000 | 0.68% | ||
| 25 | THRIVENT FINANCIAL FOR LUTHERANS | 35,300 | 653,000 | 0.66% | ||
| 26 | Apriem Advisors | 32,516 | 601,000 | 0.61% | ||
| 27 | ROYAL BANK OF CANADA | 31,221 | 577,000 | 0.58% | ||
| 28 | Virtu KCG Holdings LLC | 31,111 | 575,000 | 0.58% | ||
| 29 | GOLDMAN SACHS GROUP INC | 30,757 | 569,000 | 0.58% | ||
| 30 | CWM, LLC | 30,318 | 561,000 | 0.57% | ||
| 31 | MSI Financial Services Inc | 29,940 | 554,000 | 0.56% | ||
| 32 | CITIGROUP INC | 28,591 | 529,000 | 0.54% | ||
| 33 | IFP ADVISORS, INC | 24,962 | 462,000 | 0.47% | ||
| 34 | Raab & Moskowitz Asset Management LLC | 24,250 | 448,000 | 0.45% | ||
| 35 | SANDERS MORRIS HARRIS INC/FA | 23,297 | 430,000 | 0.44% | ||
| 36 | ENVESTNET ASSET MANAGEMENT INC | 20,738 | 383,000 | 0.39% | ||
| 37 | Orion Porfolio Solutions, LLC | 20,673 | 382,000 | 0.39% | ||
| 38 | Capital Advisors, Ltd. LLC | 19,488 | 360,000 | 0.36% | ||
| 39 | CARDAN CAPITAL PARTNERS, LLC | 19,452 | 360,000 | 0.36% | ||
| 40 | JPMORGAN CHASE & CO | 17,138 | 317,000 | 0.32% | ||
| 41 | STIFEL FINANCIAL CORP | 14,481 | 268,000 | 0.27% | ||
| 42 | CITADEL ADVISORS LLC | 13,639 | 252,000 | 0.26% | ||
| 43 | Cetera Advisor Networks LLC | 12,258 | 228,000 | 0.23% | ||
| 44 | Gradient Investments LLC | 10,312 | 191,000 | 0.19% | ||
| 45 | Janney Montgomery Scott LLC | 10,148 | 188,000 | 0.19% | ||
| 46 | SII INVESTMENTS INC/WI | 10,113 | 185,000 | 0.19% | ||
| 47 | WHITTIER TRUST CO OF NEVADA INC | 8,550 | 158,000 | 0.16% | ||
| 48 | KRILOGY FINANCIAL LLC | 8,222 | 152,000 | 0.15% | ||
| 49 | PNC FINANCIAL SERVICES GROUP, INC. | 7,584 | 140,000 | 0.14% | ||
| 50 | Hudock, Inc. | 7,165 | 132,000 | 0.13% |
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.
