| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SFMG, LLC | 957,996 | 29,707,000 | 38.83% | ||
| 2 | Retirement Planning Group, LLC | 503,668 | 15,619,000 | 20.42% | ||
| 3 | Chevy Chase Trust Holdings, LLC | 314,349 | 9,747,000 | 12.74% | ||
| 4 | TILLER PRIVATE WEALTH, INC. | 179,347 | 5,562,000 | 7.27% | ||
| 5 | HighTower Advisors, LLC | 114,002 | 3,536,000 | 4.62% | ||
| 6 | CONNING INC. | 84,102 | 2,608,000 | 3.41% | ||
| 7 | Callan Capital, LLC | 52,196 | 1,619,000 | 2.12% | ||
| 8 | Vigilant Capital Management, LLC | 39,355 | 1,220,000 | 1.59% | ||
| 9 | Commonwealth Equity Services, Inc | 34,477 | 1,069,000 | 1.40% | ||
| 10 | SOL Capital Management CO | 27,596 | 856,000 | 1.12% | ||
| 11 | BRONFMAN E.L. ROTHSCHILD, L.P. | 22,635 | 702,000 | 0.92% | ||
| 12 | CITIGROUP INC | 19,000 | 589,000 | 0.77% | ||
| 13 | AMERIPRISE FINANCIAL INC | 16,934 | 525,000 | 0.69% | ||
| 14 | VALLEY NATIONAL ADVISERS INC | 14,130 | 438,000 | 0.57% | ||
| 15 | LPL Financial LLC | 14,026 | 429,000 | 0.56% | ||
| 16 | Paracle Advisors, LLC | 12,883 | 400,000 | 0.52% | ||
| 17 | ProVise Management Group, LLC | 11,399 | 353,000 | 0.46% | ||
| 18 | MYCIO WEALTH PARTNERS, LLC | 10,330 | 320,000 | 0.42% | ||
| 19 | Carnegie Investment Counsel | 9,760 | 295,000 | 0.39% | ||
| 20 | LVW Advisors, LLC | 9,008 | 279,000 | 0.36% | ||
| 21 | ADVISOR GROUP, INC. | 7,000 | 217,000 | 0.28% | ||
| 22 | Sandy Spring Bank | 4,850 | 150,000 | 0.20% | ||
| 23 | BANK OF AMERICA CORP /DE/ | 1,961 | 61,000 | 0.08% | ||
| 24 | UBS Group AG | 1,760 | 55,000 | 0.07% | ||
| 25 | Concert Wealth Management Inc. | 1,338 | 43,000 | 0.06% | ||
| 26 | ROYAL BANK OF CANADA | 1,159 | 36,000 | 0.05% | ||
| 27 | WELLS FARGO & COMPANY/MN | 841 | 26,000 | 0.03% | ||
| 28 | CAPTRUST FINANCIAL ADVISORS | 750 | 23,000 | 0.03% | ||
| 29 | Financial Architects, Inc | 465 | 14,000 | 0.02% | ||
| 30 | IFP ADVISORS, INC | 125 | 4,000 | 0.01% | ||
| 31 | MORGAN STANLEY | 128 | 4,000 | 0.01% | ||
| 32 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 1,000 | 0.00% | ||
| 33 | 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.
