| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Beaumont Financial Partners, LLC | 690,792 | 16,496,000 | 24.36% | ||
| 2 | MORGAN STANLEY | 260,591 | 6,222,000 | 9.19% | ||
| 3 | Commonwealth Equity Services, Inc | 259,659 | 6,201,000 | 9.16% | ||
| 4 | Pure Financial Advisors, LLC | 203,465 | 4,859,000 | 7.18% | ||
| 5 | FormulaFolio Investments, LLC | 162,851 | 3,889,000 | 5.74% | ||
| 6 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 150,023 | 3,583,000 | 5.29% | ||
| 7 | SG Americas Securities, LLC | 148,104 | 3,537,000 | 5.22% | ||
| 8 | VICUS CAPITAL | 93,173 | 2,225,000 | 3.29% | ||
| 9 | JANE STREET GROUP, LLC | 77,126 | 1,842,000 | 2.72% | ||
| 10 | SIGFIG WEALTH MANAGEMENT, LLC | 72,147 | 1,712,000 | 2.53% | ||
| 11 | STERLING INVESTMENT ADVISORS LLC /ADV | 69,679 | 1,664,000 | 2.46% | ||
| 12 | TRUE PRIVATE WEALTH ADVISORS | 50,210 | 1,209,000 | 1.79% | ||
| 13 | Sigma Planning Corp | 48,891 | 1,168,000 | 1.73% | ||
| 14 | Creative Planning | 42,946 | 1,026,000 | 1.52% | ||
| 15 | Cambridge Investment Research Advisors, Inc. | 42,086 | 1,005,000 | 1.48% | ||
| 16 | HighTower Advisors, LLC | 41,943 | 1,002,000 | 1.48% | ||
| 17 | Advisory Services Network, LLC | 40,784 | 974,000 | 1.44% | ||
| 18 | WELLS FARGO & COMPANY/MN | 40,234 | 961,000 | 1.42% | ||
| 19 | GLOBAL RETIREMENT PARTNERS, LLC | 35,109 | 838,000 | 1.24% | ||
| 20 | RAND WEALTH, LLC | 33,953 | 811,000 | 1.20% | ||
| 21 | Mariner, LLC | 32,326 | 772,000 | 1.14% | ||
| 22 | SPINNAKER TRUST | 26,391 | 630,000 | 0.93% | ||
| 23 | B. Riley Wealth Advisors, Inc. | 25,474 | 609,000 | 0.90% | ||
| 24 | GOLDMAN SACHS GROUP INC | 23,343 | 557,000 | 0.82% | ||
| 25 | BANK OF AMERICA CORP /DE/ | 22,332 | 534,000 | 0.79% | ||
| 26 | UBS Group AG | 20,031 | 478,000 | 0.71% | ||
| 27 | ASSET DEDICATION, LLC | 19,135 | 459,000 | 0.68% | ||
| 28 | LIDO ADVISORS, LLC | 15,225 | 362,000 | 0.53% | ||
| 29 | Buffington Mohr McNeal | 14,974 | 358,000 | 0.53% | ||
| 30 | FDx Advisors, Inc. | 14,766 | 353,000 | 0.52% | ||
| 31 | Pinnacle Advisory Group, Inc. | 12,590 | 301,000 | 0.44% | ||
| 32 | Advisory Alpha, LLC | 10,135 | 242,000 | 0.36% | ||
| 33 | Tortoise Investment Management, LLC | 9,887 | 236,000 | 0.35% | ||
| 34 | Garde Capital, Inc. | 9,207 | 220,000 | 0.32% | ||
| 35 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8,958 | 214,000 | 0.32% | ||
| 36 | IFP ADVISORS, INC | 3,055 | 73,000 | 0.11% | ||
| 37 | ADVISOR GROUP, INC. | 1,808 | 43,000 | 0.06% | ||
| 38 | ASSET PLANNING SERVICES, LTD. | 415 | 10,000 | 0.01% | ||
| 39 | Crestwood Advisors Group, LLC | 350 | 8,000 | 0.01% | ||
| 40 | AllSquare Wealth Management LLC | 314 | 7,000 | 0.01% | ||
| 41 | PARALLEL ADVISORS, LLC | 228 | 5,000 | 0.01% | ||
| 42 | BlackRock Finance, Inc. | 170 | 4,000 | 0.01% | ||
| 43 | WFG Advisors, LP | 120 | 3,000 | 0.00% | ||
| 44 | US BANCORP \DE\ | 66 | 2,000 | 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.
