| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Pinnacle Advisory Group, Inc. | 1,925,842 | 96,610,000 | 19.82% | ||
| 2 | WELLS FARGO & COMPANY/MN | 979,371 | 49,164,000 | 10.08% | ||
| 3 | UBS Group AG | 929,709 | 46,671,000 | 9.57% | ||
| 4 | Buckingham Capital Management, Inc. | 617,293 | 30,987,000 | 6.36% | ||
| 5 | Financial Advisory Group | 491,461 | 24,671,000 | 5.06% | ||
| 6 | Astor Investment Management LLC | 410,870 | 20,626,000 | 4.23% | ||
| 7 | Stratos Wealth Partners, LTD. | 405,836 | 20,373,000 | 4.18% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 361,965 | 18,171,000 | 3.73% | ||
| 9 | MORGAN STANLEY | 361,157 | 18,131,000 | 3.72% | ||
| 10 | GUGGENHEIM CAPITAL LLC | 354,521 | 17,797,000 | 3.65% | PRN | |
| 11 | AVIANCE CAPITAL MANAGEMENT, LLC | 268,215 | 13,464,000 | 2.76% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 218,488 | 10,968,000 | 2.25% | ||
| 13 | MONROE BANK & TRUST/MI | 209,944 | 10,539,000 | 2.16% | ||
| 14 | DELPHI FINANCIAL GROUP, INC. | 199,409 | 10,006,000 | 2.05% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 136,382 | 6,846,000 | 1.40% | ||
| 16 | J.P. Morgan Private Wealth Advisors LLC | 131,311 | 6,592,000 | 1.35% | ||
| 17 | New England Private Wealth Advisors LLC | 122,218 | 6,135,000 | 1.26% | ||
| 18 | GUGGENHEIM CAPITAL LLC | 108,400 | 5,442,000 | 1.12% | ||
| 19 | STEEL GROVE CAPITAL ADVISORS, LLC | 92,482 | 4,643,000 | 0.95% | ||
| 20 | Capital Analysts, LLC | 70,836 | 3,555,999 | 0.73% | ||
| 21 | ENVESTNET ASSET MANAGEMENT INC | 70,334 | 3,531,000 | 0.72% | ||
| 22 | Legacy Private Trust Co. | 69,798 | 3,504,000 | 0.72% | ||
| 23 | LPL Financial LLC | 68,034 | 3,411,000 | 0.70% | ||
| 24 | Advisors Preferred, LLC | 67,040 | 3,365,000 | 0.69% | ||
| 25 | First Allied Advisory Services, Inc. | 65,777 | 3,302,000 | 0.68% | ||
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 62,713 | 3,148,000 | 0.65% | ||
| 27 | Texan Capital Management | 55,460 | 2,784,000 | 0.57% | ||
| 28 | Virtu KCG Holdings LLC | 54,809 | 2,751,000 | 0.56% | ||
| 29 | GRIMES & Co WEALTH MANAGEMENT, LLC | 52,442 | 2,633,000 | 0.54% | ||
| 30 | PALLADIUM PARTNERS LLC | 49,480 | 2,484,000 | 0.51% | ||
| 31 | CABOT WEALTH MANAGEMENT INC | 49,250 | 2,472,000 | 0.51% | ||
| 32 | Neuberger Berman Group LLC | 41,993 | 2,108,000 | 0.43% | ||
| 33 | D.A. DAVIDSON & CO. | 41,326 | 2,074,000 | 0.43% | ||
| 34 | FCG ADVISORS, LLC | 38,891 | 1,952,000 | 0.40% | ||
| 35 | Capital Advisors, Ltd. LLC | 37,945 | 1,905,000 | 0.39% | ||
| 36 | Commonwealth Equity Services, Inc | 37,633 | 1,889,000 | 0.39% | ||
| 37 | Peak Asset Management, LLC | 31,237 | 1,568,000 | 0.32% | ||
| 38 | ROYAL BANK OF CANADA | 29,916 | 1,502,000 | 0.31% | ||
| 39 | DARWIN WEALTH MANAGEMENT, LLC | 28,699 | 1,441,000 | 0.30% | ||
| 40 | Transamerica Financial Advisors, LLC | 26,100 | 1,311,000 | 0.27% | ||
| 41 | TD Capital Management LLC | 25,882 | 1,299,000 | 0.27% | ||
| 42 | PARSONS CAPITAL MANAGEMENT INC/RI | 23,716 | 1,191,000 | 0.24% | ||
| 43 | Cambridge Investment Research Advisors, Inc. | 21,736 | 1,091,000 | 0.22% | ||
| 44 | Yellowstone Partners, LLC | 20,210 | 1,015,000 | 0.21% | ||
| 45 | Cetera Advisor Networks LLC | 19,502 | 979,000 | 0.20% | ||
| 46 | Arete Wealth Advisors, LLC | 17,716 | 889,000 | 0.18% | ||
| 47 | Weatherstone Capital Management | 17,467 | 877,000 | 0.18% | ||
| 48 | VICUS CAPITAL | 16,331 | 820,000 | 0.17% | ||
| 49 | WEATHERLY ASSET MANAGEMENT L. P. | 14,200 | 713,000 | 0.15% | ||
| 50 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,036 | 554,000 | 0.11% |
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.
