| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Stratos Wealth Partners, LTD. | 1,429,837 | 34,373,000 | 32.18% | ||
| 2 | Wharton Business Group, LLC | 762,355 | 18,327,000 | 17.16% | ||
| 3 | BADGLEY PHELPS & BELL INC | 540,562 | 12,995,000 | 12.17% | ||
| 4 | Carroll Financial Associates, Inc. | 388,127 | 9,396,000 | 8.80% | ||
| 5 | AMERICAN INTERNATIONAL GROUP, INC. | 267,958 | 6,442,000 | 6.03% | ||
| 6 | Cetera Advisor Networks LLC | 230,875 | 5,541,000 | 5.19% | ||
| 7 | UBS Group AG | 158,201 | 3,803,000 | 3.56% | ||
| 8 | COLONY GROUP LLC | 127,147 | 3,057,000 | 2.86% | ||
| 9 | Commonwealth Equity Services, Inc | 104,905 | 2,522,000 | 2.36% | ||
| 10 | JPMORGAN CHASE & CO | 66,185 | 1,592,000 | 1.49% | ||
| 11 | LPL Financial LLC | 45,120 | 1,097,000 | 1.03% | ||
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 44,307 | 1,065,000 | 1.00% | ||
| 13 | HAYS ADVISORY LLC | 34,016 | 818,000 | 0.77% | ||
| 14 | Good Harbor Financial, LLC | 30,165 | 725,000 | 0.68% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 28,324 | 681,000 | 0.64% | ||
| 16 | Janney Montgomery Scott LLC | 27,931 | 671,000 | 0.63% | ||
| 17 | Transamerica Financial Advisors, LLC | 27,399 | 659,000 | 0.62% | ||
| 18 | Virtu KCG Holdings LLC | 24,995 | 601,000 | 0.56% | ||
| 19 | Invesco Ltd. | 24,186 | 581,000 | 0.54% | ||
| 20 | HighTower Advisors, LLC | 10,946 | 264,000 | 0.25% | ||
| 21 | Sigma Planning Corp | 10,018 | 241,000 | 0.23% | ||
| 22 | BANK OF AMERICA CORP /DE/ | 9,950 | 239,000 | 0.22% | ||
| 23 | CITADEL ADVISORS LLC | 9,281 | 223,000 | 0.21% | ||
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,769 | 211,000 | 0.20% | ||
| 25 | ROYAL BANK OF CANADA | 7,309 | 176,000 | 0.16% | ||
| 26 | Burt Wealth Advisors | 4,581 | 110,000 | 0.10% | ||
| 27 | PALLADIEM, LLC | 3,475 | 84,000 | 0.08% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,445 | 83,000 | 0.08% | ||
| 29 | PNC FINANCIAL SERVICES GROUP, INC. | 3,230 | 78,000 | 0.07% | ||
| 30 | MSI Financial Services Inc | 2,119 | 51,000 | 0.05% | ||
| 31 | US BANCORP \DE\ | 1,960 | 47,000 | 0.04% | ||
| 32 | WFG Advisors, LP | 1,565 | 38,000 | 0.04% | ||
| 33 | MORGAN STANLEY | 574 | 13,000 | 0.01% | ||
| 34 | WASHINGTON TRUST BANK | 481 | 12,000 | 0.01% | ||
| 35 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
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.
