| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 8,147,620 | 88,973,000 | 20.17% | ||
| 2 | MORGAN STANLEY | 4,297,688 | 46,931,000 | 10.64% | ||
| 3 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 3,947,671 | 43,109,000 | 9.77% | ||
| 4 | Gradient Investments LLC | 2,979,813 | 32,540,000 | 7.38% | ||
| 5 | Charles Schwab Investment Advisory, Inc. | 2,292,894 | 25,039,000 | 5.68% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 2,045,487 | 22,337,000 | 5.06% | ||
| 7 | AVIANCE CAPITAL MANAGEMENT, LLC | 2,030,837 | 22,177,000 | 5.03% | ||
| 8 | NOTTINGHAM ADVISORS, INC. | 1,321,872 | 14,435,000 | 3.27% | ||
| 9 | UBS Group AG | 1,194,641 | 13,045,000 | 2.96% | ||
| 10 | DEGREEN CAPITAL MANAGEMENT LLC | 993,476 | 10,849,000 | 2.46% | ||
| 11 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | 788,769 | 8,613,000 | 1.95% | ||
| 12 | Harbour Capital Advisors, LLC | 92,547 | 8,475,000 | 1.92% | ||
| 13 | HARVEST CAPITAL MANAGEMENT INC | 729,321 | 7,964,000 | 1.81% | ||
| 14 | AE WEALTH MANAGEMENT LLC | 699,613 | 7,640,000 | 1.73% | ||
| 15 | Simplicity Solutions, LLC | 670,961 | 7,327,000 | 1.66% | ||
| 16 | HighTower Advisors, LLC | 595,149 | 6,507,000 | 1.48% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 561,307 | 6,129,000 | 1.39% | ||
| 18 | Maryland Capital Management | 534,351 | 5,835,000 | 1.32% | ||
| 19 | TILLER PRIVATE WEALTH, INC. | 488,919 | 5,339,000 | 1.21% | ||
| 20 | ENVESTNET ASSET MANAGEMENT INC | 482,030 | 5,264,000 | 1.19% | ||
| 21 | ASSETMARK, INC | 464,904 | 5,077,000 | 1.15% | ||
| 22 | VENTURI WEALTH MANAGEMENT, LLC | 390,373 | 4,263,000 | 0.97% | ||
| 23 | Legacy Private Trust Co. | 346,692 | 3,786,000 | 0.86% | ||
| 24 | Dynamic Advisor Solutions LLC | 313,284 | 3,421,000 | 0.78% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 284,731 | 3,109,000 | 0.70% | ||
| 26 | CORNERSTONE ADVISORY, LLC | 252,099 | 2,753,000 | 0.62% | ||
| 27 | Community Bank, N.A. | 223,725 | 2,443,000 | 0.55% | ||
| 28 | Atria Investments, Inc | 191,793 | 2,094,000 | 0.47% | ||
| 29 | ALMANACK INVESTMENT PARTNERS, LLC. | 191,463 | 2,091,000 | 0.47% | ||
| 30 | Prospera Financial Services Inc | 166,650 | 1,820,000 | 0.41% | ||
| 31 | D.A. DAVIDSON & CO. | 158,241 | 1,727,000 | 0.39% | ||
| 32 | JPMORGAN CHASE & CO | 131,349 | 1,434,000 | 0.33% | ||
| 33 | Sterling Capital Management LLC | 104,027 | 1,136,000 | 0.26% | ||
| 34 | ALLIANCE WEALTH MANAGEMENT GROUP | 101,224 | 1,103,000 | 0.25% | ||
| 35 | Arete Wealth Advisors, LLC | 95,443 | 1,042,000 | 0.24% | ||
| 36 | CARRET ASSET MANAGEMENT, LLC | 90,800 | 992,000 | 0.22% | ||
| 37 | ROWLAND CARMICHAEL ADVISORS INC /ADV | 90,569 | 989,000 | 0.22% | ||
| 38 | Lattice Strategies LLC | 89,179 | 974,000 | 0.22% | ||
| 39 | Capital Advisors, Ltd. LLC | 88,305 | 964,000 | 0.22% | ||
| 40 | J.P. Morgan Private Wealth Advisors LLC | 86,796 | 948,000 | 0.21% | ||
| 41 | Advisory Alpha, LLC | 81,843 | 886,000 | 0.20% | ||
| 42 | Whitegate Investment Counselors, Inc. | 73,810 | 806,000 | 0.18% | ||
| 43 | PINNACLE ASSOCIATES LTD | 70,000 | 764,000 | 0.17% | ||
| 44 | JANE STREET GROUP, LLC | 66,324 | 724,000 | 0.16% | ||
| 45 | NEWFOUND RESEARCH LLC | 63,720 | 696,000 | 0.16% | ||
| 46 | WESTBOURNE INVESTMENT ADVISORS, INC. | 55,150 | 602,000 | 0.14% | ||
| 47 | First Allied Advisory Services, Inc. | 52,638 | 573,000 | 0.13% | ||
| 48 | OPPENHEIMER & CO INC | 42,682 | 466,000 | 0.11% | ||
| 49 | ROYAL BANK OF CANADA | 39,594 | 432,000 | 0.10% | ||
| 50 | STEPHENS INC /AR/ | 39,250 | 429,000 | 0.10% |
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.
