| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,410,600 | 60,698,000 | 23.60% | ||
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 461,254 | 19,848,000 | 7.72% | ||
| 3 | FutureAdvisor, Inc. | 370,580 | 16,068,000 | 6.25% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 287,255 | 12,361,000 | 4.81% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 250,090 | 10,761,000 | 4.18% | ||
| 6 | Summit Asset Management, LLC | 214,823 | 9,244,000 | 3.59% | ||
| 7 | Gemmer Asset Management LLC | 206,271 | 8,876,000 | 3.45% | SH | |
| 8 | Sequoia Financial Advisors, LLC | 188,592 | 8,115,000 | 3.15% | ||
| 9 | One Capital Management, LLC | 180,899 | 7,784,000 | 3.03% | ||
| 10 | LPL Financial LLC | 166,116 | 7,168,000 | 2.79% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 152,190 | 6,549,000 | 2.55% | ||
| 12 | VALENTINE VENTURES LLC | 148,901 | 6,407,000 | 2.49% | ||
| 13 | Newman Dignan & Sheerar, Inc. | 129,396 | 5,568,000 | 2.16% | ||
| 14 | VSR Financial Services, Inc. | 89,328 | 3,844,000 | 1.49% | ||
| 15 | Simplicity Solutions, LLC | 86,872 | 3,738,102 | 1.45% | ||
| 16 | IMA Advisory Services, Inc. | 75,954 | 3,268,000 | 1.27% | ||
| 17 | UBS Group AG | 71,508 | 3,077,000 | 1.20% | ||
| 18 | Courage Miller Partners, LLC | 63,967 | 2,753,000 | 1.07% | ||
| 19 | CONDOR CAPITAL MANAGEMENT | 61,766 | 2,658,000 | 1.03% | ||
| 20 | GHP Investment Advisors, Inc. | 60,314 | 2,593,000 | 1.01% | ||
| 21 | Koshinski Asset Management, Inc. | 51,005 | 2,195,000 | 0.85% | ||
| 22 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 50,678 | 2,180,674 | 0.85% | ||
| 23 | Frontier Wealth Management LLC | 45,462 | 1,956,000 | 0.76% | ||
| 24 | Tradewinds Capital Management, LLC | 42,391 | 1,824,000 | 0.71% | ||
| 25 | Nadler Financial Group, Inc. | 41,855 | 1,801,000 | 0.70% | ||
| 26 | JANE STREET GROUP, LLC | 40,629 | 1,748,000 | 0.68% | ||
| 27 | BANK OF AMERICA CORP /DE/ | 39,509 | 1,701,000 | 0.66% | ||
| 28 | Betterment LLC | 36,155 | 1,556,000 | 0.60% | ||
| 29 | SOUTH TEXAS MONEY MANAGEMENT LTD | 35,715 | 1,537,000 | 0.60% | ||
| 30 | Concorde Asset Management, LLC | 34,855 | 1,500,000 | 0.58% | ||
| 31 | ROYAL BANK OF CANADA | 33,490 | 1,441,000 | 0.56% | ||
| 32 | Stearns Financial Services Group | 33,396 | 1,437,000 | 0.56% | ||
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,820 | 1,369,000 | 0.53% | ||
| 34 | Live Your Vision, LLC | 31,240 | 1,355,000 | 0.53% | ||
| 35 | ProVise Management Group, LLC | 31,008 | 1,335,000 | 0.52% | ||
| 36 | Commonwealth Equity Services, Inc | 30,808 | 1,326,000 | 0.52% | ||
| 37 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 28,237 | 1,215,000 | 0.47% | ||
| 38 | WELLS FARGO & COMPANY/MN | 28,118 | 1,210,000 | 0.47% | ||
| 39 | MORGAN STANLEY | 26,250 | 1,129,000 | 0.44% | ||
| 40 | Mariner, LLC | 23,103 | 994,000 | 0.39% | ||
| 41 | Financial Architects, Inc | 22,820 | 982,000 | 0.38% | ||
| 42 | AMERIPRISE FINANCIAL INC | 21,603 | 930,000 | 0.36% | ||
| 43 | Savant Capital, LLC | 21,283 | 916,000 | 0.36% | ||
| 44 | Orion Porfolio Solutions, LLC | 20,191 | 869,000 | 0.34% | ||
| 45 | Trutina Financial LLC | 19,904 | 856,000 | 0.33% | ||
| 46 | Carlson Capital Management | 19,851 | 854,000 | 0.33% | ||
| 47 | GW HENSSLER & ASSOCIATES LTD | 17,763 | 764,000 | 0.30% | ||
| 48 | ACG Wealth | 17,625 | 758,000 | 0.29% | ||
| 49 | SII INVESTMENTS INC/WI | 17,393 | 753,000 | 0.29% | ||
| 50 | Timber Hill LLC | 16,359 | 704,000 | 0.27% |
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.
