| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 781,251 | 39,125,000 | 16.88% | ||
| 2 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 565,814 | 28,336,000 | 12.23% | ||
| 3 | Buckingham Capital Management, Inc. | 512,333 | 25,654,000 | 11.07% | ||
| 4 | UBS Group AG | 493,683 | 24,724,000 | 10.67% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 290,718 | 14,559,000 | 6.28% | ||
| 6 | MORGAN STANLEY | 231,541 | 11,595,000 | 5.00% | ||
| 7 | TD Capital Management LLC | 172,466 | 8,637,000 | 3.73% | ||
| 8 | Coyle Financial Counsel LLC | 163,722 | 8,199,000 | 3.54% | ||
| 9 | ASSETMARK, INC | 138,756 | 6,949,000 | 3.00% | ||
| 10 | Advisors Preferred, LLC | 114,502 | 5,733,000 | 2.47% | ||
| 11 | GUGGENHEIM CAPITAL LLC | 108,400 | 5,429,000 | 2.34% | ||
| 12 | Weatherstone Capital Management | 105,102 | 5,264,000 | 2.27% | ||
| 13 | MONROE BANK & TRUST/MI | 100,061 | 5,012,000 | 2.16% | ||
| 14 | STEEL GROVE CAPITAL ADVISORS, LLC | 82,477 | 4,130,000 | 1.78% | ||
| 15 | New England Private Wealth Advisors LLC | 82,042 | 4,109,000 | 1.77% | ||
| 16 | CABOT WEALTH MANAGEMENT INC | 70,830 | 3,547,000 | 1.53% | ||
| 17 | First Allied Advisory Services, Inc. | 49,692 | 2,490,000 | 1.07% | ||
| 18 | ENVESTNET ASSET MANAGEMENT INC | 47,348 | 2,371,000 | 1.02% | ||
| 19 | Main Management LLC | 44,820 | 2,245,000 | 0.97% | ||
| 20 | Capital Analysts, LLC | 43,620 | 2,184,524 | 0.94% | ||
| 21 | VSR Financial Services, Inc. | 36,630 | 1,834,000 | 0.79% | ||
| 22 | LPL Financial LLC | 31,486 | 1,576,000 | 0.68% | ||
| 23 | D.A. DAVIDSON & CO. | 29,215 | 1,463,000 | 0.63% | ||
| 24 | Peak Asset Management, LLC | 26,844 | 1,344,000 | 0.58% | ||
| 25 | Freedom Investment Management, Inc. | 24,791 | 1,242,000 | 0.54% | ||
| 26 | ROYAL BANK OF CANADA | 23,486 | 1,176,000 | 0.51% | ||
| 27 | Janney Montgomery Scott LLC | 20,684 | 1,035,855 | 0.45% | ||
| 28 | PARSONS CAPITAL MANAGEMENT INC/RI | 18,667 | 935,000 | 0.40% | ||
| 29 | Virtu KCG Holdings LLC | 18,102 | 907,000 | 0.39% | ||
| 30 | Astor Investment Management LLC | 17,984 | 901,000 | 0.39% | ||
| 31 | OPPENHEIMER & CO INC | 17,472 | 875,000 | 0.38% | ||
| 32 | FCG ADVISORS, LLC | 16,841 | 843,000 | 0.36% | ||
| 33 | MSI Financial Services Inc | 16,212 | 812,000 | 0.35% | ||
| 34 | Capital Advisors, Ltd. LLC | 14,591 | 731,000 | 0.32% | ||
| 35 | Neuberger Berman Group LLC | 12,961 | 649,000 | 0.28% | ||
| 36 | Composition Wealth, LLC | 11,772 | 590,000 | 0.25% | ||
| 37 | LAFFER TENGLER INVESTMENTS, INC. | 11,681 | 584,984 | 0.25% | ||
| 38 | PALLADIUM PARTNERS LLC | 10,605 | 531,000 | 0.23% | ||
| 39 | Partnervest Advisory Services LLC | 9,012 | 451,000 | 0.19% | ||
| 40 | Fusion Investment Group, LLC | 9,012 | 451,000 | 0.19% | ||
| 41 | Cetera Advisor Networks LLC | 8,412 | 422,000 | 0.18% | ||
| 42 | AVIANCE CAPITAL MANAGEMENT, LLC | 8,302 | 416,000 | 0.18% | ||
| 43 | FolioMetrix LLC | 7,759 | 389,000 | 0.17% | ||
| 44 | PINNACLE ASSOCIATES LTD | 5,300 | 265,000 | 0.11% | ||
| 45 | VICUS CAPITAL | 4,861 | 243,000 | 0.10% | ||
| 46 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,704 | 135,000 | 0.06% | ||
| 47 | AMERICAN INTERNATIONAL GROUP, INC. | 2,516 | 126,001 | 0.05% | ||
| 48 | Strategic Capital Alternatives LLC | 2,008 | 101,000 | 0.04% | ||
| 49 | Simplicity Solutions, LLC | 1,894 | 94,856 | 0.04% | ||
| 50 | Advisory Services Network, LLC | 1,693 | 85,000 | 0.04% |
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.
