| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TMFS HOLDINGS LLC | 4,902,290 | 211,783,000 | 36.48% | ||
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 769,621 | 33,232,000 | 5.72% | ||
| 3 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 750,153 | 32,407,000 | 5.58% | ||
| 4 | BlackRock Finance, Inc. | 670,475 | 28,965,000 | 4.99% | ||
| 5 | KRILOGY FINANCIAL LLC | 512,597 | 22,144,000 | 3.81% | ||
| 6 | Advisors Preferred, LLC | 348,888 | 15,075,000 | 2.60% | ||
| 7 | LPL Financial LLC | 341,783 | 14,666,000 | 2.53% | ||
| 8 | MORGAN STANLEY | 315,236 | 13,618,000 | 2.35% | ||
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 279,345 | 12,068,000 | 2.08% | ||
| 10 | CREDIT SUISSE AG/ | 257,983 | 11,145,000 | 1.92% | ||
| 11 | Summit Asset Management, LLC | 243,181 | 10,505,000 | 1.81% | ||
| 12 | Sequoia Financial Advisors, LLC | 241,282 | 10,423,000 | 1.80% | ||
| 13 | Gemmer Asset Management LLC | 203,370 | 8,785,000 | 1.51% | ||
| 14 | One Capital Management, LLC | 182,086 | 7,866,000 | 1.35% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 169,165 | 7,308,000 | 1.26% | ||
| 16 | VALENTINE VENTURES LLC | 158,782 | 6,859,000 | 1.18% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 153,438 | 6,629,000 | 1.14% | ||
| 18 | VSR Financial Services, Inc. | 140,938 | 6,088,000 | 1.05% | ||
| 19 | Newman Dignan & Sheerar, Inc. | 135,787 | 5,866,000 | 1.01% | ||
| 20 | Betterment LLC | 135,022 | 5,833,000 | 1.00% | ||
| 21 | IMA Advisory Services, Inc. | 133,954 | 5,698,000 | 0.98% | SH | |
| 22 | SARGENT BICKHAM LAGUDIS LLC | 128,892 | 5,568,000 | 0.96% | ||
| 23 | FINANCIAL COUNSELORS INC | 114,597 | 4,951,000 | 0.85% | ||
| 24 | MOISAND FITZGERALD TAMAYO, LLC | 107,185 | 4,630,000 | 0.80% | ||
| 25 | GHP Investment Advisors, Inc. | 104,412 | 4,511,000 | 0.78% | ||
| 26 | Tradewinds Capital Management, LLC | 77,631 | 3,354,000 | 0.58% | ||
| 27 | Cetera Advisor Networks LLC | 73,426 | 3,174,000 | 0.55% | ||
| 28 | Mariner, LLC | 72,059 | 3,113,000 | 0.54% | ||
| 29 | Courage Miller Partners, LLC | 71,861 | 3,104,000 | 0.53% | ||
| 30 | UBS Group AG | 64,837 | 2,801,000 | 0.48% | ||
| 31 | Nadler Financial Group, Inc. | 62,790 | 2,713,000 | 0.47% | ||
| 32 | BANK OF AMERICA CORP /DE/ | 60,743 | 2,624,000 | 0.45% | ||
| 33 | WELLS FARGO & COMPANY/MN | 58,368 | 2,521,000 | 0.43% | ||
| 34 | GREENWOOD CAPITAL ASSOCIATES LLC | 57,180 | 2,470,000 | 0.43% | ||
| 35 | CONDOR CAPITAL MANAGEMENT | 54,749 | 2,365,000 | 0.41% | ||
| 36 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 53,286 | 2,302,000 | 0.40% | ||
| 37 | SOUTH TEXAS MONEY MANAGEMENT LTD | 49,945 | 2,158,000 | 0.37% | ||
| 38 | MUFG Americas Holdings Corp | 49,894 | 2,155,000 | 0.37% | ||
| 39 | Frontier Wealth Management LLC | 44,000 | 1,901,000 | 0.33% | ||
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41,484 | 1,793,000 | 0.31% | ||
| 41 | ProVise Management Group, LLC | 38,204 | 1,651,000 | 0.28% | ||
| 42 | Orion Porfolio Solutions, LLC | 37,610 | 1,625,000 | 0.28% | ||
| 43 | Financial Architects, Inc | 35,946 | 1,553,000 | 0.27% | ||
| 44 | COLONY GROUP LLC | 35,432 | 1,531,000 | 0.26% | ||
| 45 | Concorde Asset Management, LLC | 34,395 | 1,486,000 | 0.26% | ||
| 46 | Stearns Financial Services Group | 32,695 | 1,412,000 | 0.24% | ||
| 47 | Live Your Vision, LLC | 32,262 | 1,394,000 | 0.24% | ||
| 48 | KELMAN-LAZAROV, INC. | 29,514 | 1,282,000 | 0.22% | ||
| 49 | Koshinski Asset Management, Inc. | 27,921 | 1,206,000 | 0.21% | ||
| 50 | Bartlett & Co. LLC | 27,623 | 1,193,000 | 0.21% |
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.
