| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Pinnacle Advisory Group, Inc. | 1,347,311 | 67,527,000 | 15.37% | ||
| 2 | WELLS FARGO & COMPANY/MN | 930,576 | 46,640,000 | 10.61% | ||
| 3 | UBS Group AG | 809,719 | 40,583,000 | 9.24% | ||
| 4 | Buckingham Capital Management, Inc. | 520,830 | 26,104,000 | 5.94% | ||
| 5 | Stratos Wealth Partners, LTD. | 417,380 | 20,919,000 | 4.76% | ||
| 6 | MORGAN STANLEY | 398,374 | 19,968,000 | 4.54% | ||
| 7 | GUGGENHEIM CAPITAL LLC | 389,874 | 19,540,000 | 4.45% | PRN | |
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 373,634 | 18,727,000 | 4.26% | ||
| 9 | Financial Advisory Group | 336,744 | 16,878,000 | 3.84% | ||
| 10 | Astor Investment Management LLC | 285,361 | 14,302,000 | 3.26% | ||
| 11 | NOTTINGHAM ADVISORS, INC. | 276,463 | 13,856,000 | 3.15% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 229,578 | 11,507,000 | 2.62% | ||
| 13 | MONROE BANK & TRUST/MI | 229,165 | 11,486,000 | 2.61% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 160,454 | 8,042,000 | 1.83% | ||
| 15 | New England Private Wealth Advisors LLC | 142,537 | 7,143,000 | 1.63% | ||
| 16 | J.P. Morgan Private Wealth Advisors LLC | 126,550 | 6,343,000 | 1.44% | ||
| 17 | GUGGENHEIM CAPITAL LLC | 108,400 | 5,433,000 | 1.24% | ||
| 18 | Legacy Private Trust Co. | 92,598 | 4,641,000 | 1.06% | ||
| 19 | STEEL GROVE CAPITAL ADVISORS, LLC | 82,477 | 4,141,000 | 0.94% | ||
| 20 | Capital Analysts, LLC | 80,253 | 4,022,000 | 0.92% | ||
| 21 | CITADEL ADVISORS LLC | 79,871 | 4,003,000 | 0.91% | ||
| 22 | LPL Financial LLC | 79,444 | 3,981,000 | 0.91% | ||
| 23 | Neuberger Berman Group LLC | 71,228 | 3,570,000 | 0.81% | ||
| 24 | ENVESTNET ASSET MANAGEMENT INC | 62,351 | 3,126,000 | 0.71% | ||
| 25 | Capital Advisors, Ltd. LLC | 58,121 | 2,913,000 | 0.66% | ||
| 26 | Texan Capital Management | 55,460 | 2,780,000 | 0.63% | ||
| 27 | WP ADVISORS, LLC | 53,543 | 2,684,000 | 0.61% | ||
| 28 | PALLADIUM PARTNERS LLC | 50,130 | 2,513,000 | 0.57% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 49,065 | 2,459,000 | 0.56% | ||
| 30 | D.A. DAVIDSON & CO. | 45,324 | 2,271,000 | 0.52% | ||
| 31 | First Allied Advisory Services, Inc. | 45,212 | 2,266,000 | 0.52% | ||
| 32 | FCG ADVISORS, LLC | 39,031 | 1,956,000 | 0.45% | ||
| 33 | FDx Advisors, Inc. | 38,356 | 1,922,000 | 0.44% | ||
| 34 | Advisors Preferred, LLC | 38,040 | 1,907,000 | 0.43% | ||
| 35 | CABOT WEALTH MANAGEMENT INC | 36,525 | 1,831,000 | 0.42% | ||
| 36 | Portfolio Strategies Inc | 30,913 | 1,549,000 | 0.35% | ||
| 37 | Raymond James Financial Services Advisors, Inc. | 30,817 | 1,545,000 | 0.35% | ||
| 38 | ROYAL BANK OF CANADA | 29,164 | 1,462,000 | 0.33% | ||
| 39 | Simplicity Solutions, LLC | 28,818 | 1,444,000 | 0.33% | ||
| 40 | DARWIN WEALTH MANAGEMENT, LLC | 28,027 | 1,405,000 | 0.32% | ||
| 41 | Peak Asset Management, LLC | 26,957 | 1,351,000 | 0.31% | ||
| 42 | AE WEALTH MANAGEMENT LLC | 26,338 | 1,320,000 | 0.30% | ||
| 43 | Virtu KCG Holdings LLC | 25,674 | 1,287,000 | 0.29% | ||
| 44 | MSI Financial Services Inc | 25,272 | 1,267,000 | 0.29% | ||
| 45 | GRIMES & Co WEALTH MANAGEMENT, LLC | 25,066 | 1,256,000 | 0.29% | ||
| 46 | Transamerica Financial Advisors, LLC | 24,546 | 1,231,000 | 0.28% | ||
| 47 | PARSONS CAPITAL MANAGEMENT INC/RI | 24,252 | 1,216,000 | 0.28% | ||
| 48 | TD Capital Management LLC | 22,974 | 1,151,000 | 0.26% | ||
| 49 | Cetera Advisor Networks LLC | 22,109 | 1,105,000 | 0.25% | ||
| 50 | ATWOOD & PALMER INC | 20,000 | 1,002,000 | 0.23% |
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.
