| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 809,945 | 40,537,000 | 12.97% | ||
| 2 | UBS Group AG | 739,486 | 37,009,000 | 11.84% | ||
| 3 | Buckingham Capital Management, Inc. | 720,806 | 36,075,000 | 11.54% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 593,953 | 29,726,000 | 9.51% | ||
| 5 | MORGAN STANLEY | 552,706 | 27,662,000 | 8.85% | ||
| 6 | Weatherstone Capital Management | 432,269 | 21,634,000 | 6.92% | ||
| 7 | Composition Wealth, LLC | 239,123 | 11,968,000 | 3.83% | ||
| 8 | Coyle Financial Counsel LLC | 215,393 | 10,780,000 | 3.45% | ||
| 9 | GUGGENHEIM CAPITAL LLC | 200,000 | 10,010,000 | 3.20% | PRN | |
| 10 | Main Management LLC | 164,400 | 8,228,000 | 2.63% | ||
| 11 | ASSETMARK, INC | 136,851 | 6,849,000 | 2.19% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 119,668 | 5,989,000 | 1.92% | ||
| 13 | GUGGENHEIM CAPITAL LLC | 108,400 | 5,425,000 | 1.74% | ||
| 14 | MONROE BANK & TRUST/MI | 101,157 | 5,063,000 | 1.62% | ||
| 15 | Capital Analysts, LLC | 97,857 | 4,897,596 | 1.57% | ||
| 16 | New England Private Wealth Advisors LLC | 92,315 | 4,620,000 | 1.48% | ||
| 17 | STEEL GROVE CAPITAL ADVISORS, LLC | 82,477 | 4,128,000 | 1.32% | ||
| 18 | CABOT WEALTH MANAGEMENT INC | 69,020 | 3,454,000 | 1.11% | ||
| 19 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 67,074 | 3,357,000 | 1.07% | ||
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 58,290 | 2,917,000 | 0.93% | ||
| 21 | TD Capital Management LLC | 55,141 | 2,760,000 | 0.88% | ||
| 22 | Stratos Wealth Partners, LTD. | 52,174 | 2,611,000 | 0.84% | ||
| 23 | First Allied Advisory Services, Inc. | 49,829 | 2,496,000 | 0.80% | ||
| 24 | D.A. DAVIDSON & CO. | 38,654 | 1,934,000 | 0.62% | ||
| 25 | VSR Financial Services, Inc. | 36,466 | 1,825,000 | 0.58% | ||
| 26 | Pinnacle Advisory Group, Inc. | 35,654 | 1,784,000 | 0.57% | ||
| 27 | Peak Asset Management, LLC | 32,734 | 1,638,000 | 0.52% | ||
| 28 | Advisors Preferred, LLC | 29,860 | 1,494,000 | 0.48% | ||
| 29 | Janney Montgomery Scott LLC | 23,302 | 1,166,000 | 0.37% | ||
| 30 | OPPENHEIMER & CO INC | 21,649 | 1,083,000 | 0.35% | ||
| 31 | LPL Financial LLC | 20,648 | 1,032,000 | 0.33% | ||
| 32 | FCG ADVISORS, LLC | 19,244 | 963,000 | 0.31% | ||
| 33 | PARSONS CAPITAL MANAGEMENT INC/RI | 18,654 | 934,000 | 0.30% | ||
| 34 | Capital Advisors, Ltd. LLC | 17,256 | 864,000 | 0.28% | ||
| 35 | Astor Investment Management LLC | 16,663 | 834,000 | 0.27% | ||
| 36 | MSI Financial Services Inc | 14,949 | 748,000 | 0.24% | ||
| 37 | GRIMES & Co WEALTH MANAGEMENT, LLC | 14,908 | 746,000 | 0.24% | ||
| 38 | Neuberger Berman Group LLC | 14,110 | 706,000 | 0.23% | ||
| 39 | Partnervest Advisory Services LLC | 11,470 | 574,000 | 0.18% | ||
| 40 | LAFFER TENGLER INVESTMENTS, INC. | 11,261 | 563,590 | 0.18% | PRN | |
| 41 | AVIANCE CAPITAL MANAGEMENT, LLC | 9,866 | 494,000 | 0.16% | ||
| 42 | Cetera Advisor Networks LLC | 8,834 | 442,000 | 0.14% | ||
| 43 | ENVESTNET ASSET MANAGEMENT INC | 8,705 | 436,000 | 0.14% | ||
| 44 | Liberty Street Advisors, Inc. | 8,348 | 418,000 | 0.13% | ||
| 45 | Freedom Investment Management, Inc. | 3,478 | 372,000 | 0.12% | ||
| 46 | Carnick & Kubik, LLC | 6,550 | 327,814 | 0.10% | ||
| 47 | Virtu KCG Holdings LLC | 6,000 | 300,000 | 0.10% | ||
| 48 | B. Riley Wealth Management, Inc. | 6,000 | 300,000 | 0.10% | ||
| 49 | VICUS CAPITAL | 5,531 | 277,000 | 0.09% | ||
| 50 | Arete Wealth Advisors, LLC | 5,101 | 255,000 | 0.08% |
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.
