| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Pinnacle Advisory Group, Inc. | 2,172,680 | 108,659,000 | 22.99% | ||
| 2 | WELLS FARGO & COMPANY/MN | 1,035,473 | 51,786,000 | 10.96% | ||
| 3 | UBS Group AG | 802,318 | 40,125,000 | 8.49% | ||
| 4 | Buckingham Capital Management, Inc. | 744,940 | 37,256,000 | 7.88% | ||
| 5 | Astor Investment Management LLC | 574,222 | 28,718,000 | 6.08% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 532,504 | 26,631,000 | 5.63% | ||
| 7 | Stratos Wealth Partners, LTD. | 378,786 | 18,944,000 | 4.01% | ||
| 8 | MORGAN STANLEY | 360,922 | 18,050,000 | 3.82% | ||
| 9 | AVIANCE CAPITAL MANAGEMENT, LLC | 346,948 | 17,351,000 | 3.67% | ||
| 10 | JANE STREET GROUP, LLC | 331,482 | 16,578,000 | 3.51% | ||
| 11 | MONROE BANK & TRUST/MI | 199,017 | 9,953,000 | 2.11% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 159,591 | 7,981,000 | 1.69% | ||
| 13 | RAYMOND JAMES & ASSOCIATES | 113,452 | 5,674,000 | 1.20% | ||
| 14 | New England Private Wealth Advisors LLC | 113,316 | 5,667,000 | 1.20% | ||
| 15 | GUGGENHEIM CAPITAL LLC | 108,400 | 5,421,000 | 1.15% | ||
| 16 | STEEL GROVE CAPITAL ADVISORS, LLC | 92,482 | 4,625,000 | 0.98% | ||
| 17 | GUGGENHEIM CAPITAL LLC | 81,400 | 4,071,000 | 0.86% | PRN | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 69,207 | 3,461,000 | 0.73% | ||
| 19 | ROYAL BANK OF CANADA | 67,338 | 3,368,000 | 0.71% | ||
| 20 | Capital Analysts, LLC | 63,693 | 3,185,429 | 0.67% | ||
| 21 | CABOT WEALTH MANAGEMENT INC | 55,430 | 2,772,000 | 0.59% | ||
| 22 | Virtu KCG Holdings LLC | 53,003 | 2,651,000 | 0.56% | ||
| 23 | GRIMES & Co WEALTH MANAGEMENT, LLC | 48,932 | 2,447,000 | 0.52% | ||
| 24 | Advisors Preferred, LLC | 47,170 | 2,359,000 | 0.50% | ||
| 25 | SCOTIA CAPITAL INC. | 43,262 | 2,168,000 | 0.46% | ||
| 26 | J.P. Morgan Private Wealth Advisors LLC | 41,247 | 2,063,000 | 0.44% | ||
| 27 | D.A. DAVIDSON & CO. | 40,821 | 2,041,000 | 0.43% | ||
| 28 | FCG ADVISORS, LLC | 38,492 | 1,925,000 | 0.41% | ||
| 29 | First Allied Advisory Services, Inc. | 37,057 | 1,857,000 | 0.39% | ||
| 30 | DARWIN WEALTH MANAGEMENT, LLC | 33,217 | 1,661,000 | 0.35% | ||
| 31 | VENTURI WEALTH MANAGEMENT, LLC | 33,208 | 1,661,000 | 0.35% | ||
| 32 | Transamerica Financial Advisors, LLC | 32,932 | 1,647,000 | 0.35% | ||
| 33 | VSR Financial Services, Inc. | 32,472 | 1,624,000 | 0.34% | ||
| 34 | Neuberger Berman Group LLC | 32,319 | 1,616,000 | 0.34% | ||
| 35 | LPL Financial LLC | 32,106 | 1,606,000 | 0.34% | ||
| 36 | Peak Asset Management, LLC | 31,962 | 1,598,000 | 0.34% | ||
| 37 | Yellowstone Partners, LLC | 31,832 | 1,592,000 | 0.34% | ||
| 38 | Capital Advisors, Ltd. LLC | 29,831 | 1,492,000 | 0.32% | ||
| 39 | TD Capital Management LLC | 28,143 | 1,407,000 | 0.30% | ||
| 40 | PALLADIUM PARTNERS LLC | 27,755 | 1,388,000 | 0.29% | ||
| 41 | Weatherstone Capital Management | 24,091 | 1,205,000 | 0.25% | ||
| 42 | Cambridge Investment Research Advisors, Inc. | 22,613 | 1,131,000 | 0.24% | ||
| 43 | Janney Montgomery Scott LLC | 22,416 | 1,118,000 | 0.24% | ||
| 44 | PARSONS CAPITAL MANAGEMENT INC/RI | 20,154 | 1,008,000 | 0.21% | ||
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,550 | 928,000 | 0.20% | ||
| 46 | Commonwealth Equity Services, Inc | 17,790 | 890,000 | 0.19% | ||
| 47 | Arete Wealth Advisors, LLC | 17,492 | 875,000 | 0.19% | ||
| 48 | VICUS CAPITAL | 16,462 | 823,000 | 0.17% | ||
| 49 | CIBC WORLD MARKET INC. | 14,019 | 701,000 | 0.15% | ||
| 50 | WEATHERLY ASSET MANAGEMENT L. P. | 13,200 | 660,000 | 0.14% |
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.
