| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TMFS HOLDINGS LLC | 7,226,606 | 323,679,000 | 43.53% | ||
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 837,064 | 37,492,000 | 5.04% | ||
| 3 | BlackRock Finance, Inc. | 721,309 | 32,307,000 | 4.34% | ||
| 4 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 656,462 | 29,403,000 | 3.95% | ||
| 5 | KRILOGY FINANCIAL LLC | 567,504 | 25,419,000 | 3.42% | ||
| 6 | MORGAN STANLEY | 394,555 | 17,672,000 | 2.38% | ||
| 7 | Apriem Advisors | 353,115 | 15,816,000 | 2.13% | ||
| 8 | Gemmer Asset Management LLC | 328,296 | 14,704,000 | 1.98% | ||
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 265,022 | 11,926,000 | 1.60% | ||
| 10 | Summit Asset Management, LLC | 243,386 | 10,901,000 | 1.47% | ||
| 11 | Sequoia Financial Advisors, LLC | 236,801 | 10,606,000 | 1.43% | ||
| 12 | FINANCIAL COUNSELORS INC | 229,422 | 10,276,000 | 1.38% | ||
| 13 | Advisors Preferred, LLC | 219,231 | 9,819,000 | 1.32% | ||
| 14 | One Capital Management, LLC | 193,016 | 8,645,000 | 1.16% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 181,074 | 8,096,000 | 1.09% | ||
| 16 | LPL Financial LLC | 168,804 | 7,556,000 | 1.02% | ||
| 17 | Betterment LLC | 165,368 | 7,407,000 | 1.00% | ||
| 18 | VALENTINE VENTURES LLC | 157,573 | 7,058,000 | 0.95% | ||
| 19 | VSR Financial Services, Inc. | 145,243 | 6,505,000 | 0.87% | ||
| 20 | SARGENT BICKHAM LAGUDIS LLC | 139,808 | 6,262,000 | 0.84% | ||
| 21 | ENVESTNET ASSET MANAGEMENT INC | 138,406 | 6,199,000 | 0.83% | ||
| 22 | Newman Dignan & Sheerar, Inc. | 137,104 | 6,141,000 | 0.83% | ||
| 23 | JANE STREET GROUP, LLC | 137,003 | 6,136,000 | 0.83% | ||
| 24 | IMA Advisory Services, Inc. | 136,580 | 6,025,000 | 0.81% | ||
| 25 | AVALON CAPITAL MANAGEMENT | 132,442 | 5,932,000 | 0.80% | ||
| 26 | GHP Investment Advisors, Inc. | 115,006 | 5,151,000 | 0.69% | ||
| 27 | MOISAND FITZGERALD TAMAYO, LLC | 108,022 | 4,838,000 | 0.65% | ||
| 28 | Nadler Financial Group, Inc. | 84,186 | 3,771,000 | 0.51% | ||
| 29 | CREDIT SUISSE AG/ | 82,881 | 3,712,000 | 0.50% | ||
| 30 | Cetera Advisor Networks LLC | 79,940 | 3,575,000 | 0.48% | ||
| 31 | SAGE FINANCIAL GROUP INC | 75,508 | 3,382,000 | 0.45% | ||
| 32 | UBS Group AG | 75,449 | 3,379,000 | 0.45% | ||
| 33 | Courage Miller Partners, LLC | 72,920 | 3,266,000 | 0.44% | ||
| 34 | MUFG Americas Holdings Corp | 67,419 | 3,020,000 | 0.41% | ||
| 35 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 67,184 | 3,009,000 | 0.40% | ||
| 36 | Tradewinds Capital Management, LLC | 66,944 | 2,998,000 | 0.40% | ||
| 37 | BANK OF AMERICA CORP /DE/ | 66,191 | 2,965,000 | 0.40% | ||
| 38 | Mariner, LLC | 65,112 | 2,916,000 | 0.39% | ||
| 39 | WELLS FARGO & COMPANY/MN | 63,551 | 2,847,000 | 0.38% | ||
| 40 | SOUTH TEXAS MONEY MANAGEMENT LTD | 57,798 | 2,589,000 | 0.35% | ||
| 41 | CONDOR CAPITAL MANAGEMENT | 56,462 | 2,529,000 | 0.34% | ||
| 42 | GREENWOOD CAPITAL ASSOCIATES LLC | 55,940 | 2,506,000 | 0.34% | ||
| 43 | Orion Porfolio Solutions, LLC | 54,912 | 2,460,000 | 0.33% | ||
| 44 | ProVise Management Group, LLC | 47,841 | 2,143,000 | 0.29% | ||
| 45 | Frontier Wealth Management LLC | 45,492 | 2,038,000 | 0.27% | ||
| 46 | FAS Wealth Partners, Inc. | 44,275 | 1,983,000 | 0.27% | ||
| 47 | Financial Architects, Inc | 36,138 | 1,619,000 | 0.22% | ||
| 48 | Stearns Financial Services Group | 33,687 | 1,509,000 | 0.20% | ||
| 49 | COLONY GROUP LLC | 32,501 | 1,456,000 | 0.20% | ||
| 50 | KELMAN-LAZAROV, INC. | 32,239 | 1,445,274 | 0.19% |
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.
