| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Beaumont Financial Partners, LLC | 801,771 | 19,419,000 | 22.22% | ||
| 2 | RWA WEALTH PARTNERS, LLC | 413,538 | 10,016,000 | 11.46% | ||
| 3 | Commonwealth Equity Services, Inc | 317,027 | 7,678,000 | 8.79% | ||
| 4 | Pure Financial Advisors, LLC | 254,640 | 6,167,000 | 7.06% | ||
| 5 | FormulaFolio Investments, LLC | 252,076 | 6,105,000 | 6.99% | ||
| 6 | MASCOMA WEALTH MANAGEMENT LLC | 180,960 | 4,383,000 | 5.02% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 167,777 | 4,064,000 | 4.65% | ||
| 8 | VICUS CAPITAL | 110,443 | 2,675,000 | 3.06% | ||
| 9 | HECK CAPITAL ADVISORS, LLC | 100,312 | 2,429,557 | 2.78% | ||
| 10 | MORGAN STANLEY | 81,375 | 1,971,000 | 2.26% | ||
| 11 | Creative Planning | 78,609 | 1,904,000 | 2.18% | ||
| 12 | STERLING INVESTMENT ADVISORS LLC /ADV | 75,500 | 1,829,000 | 2.09% | ||
| 13 | SIGFIG WEALTH MANAGEMENT, LLC | 74,379 | 1,801,000 | 2.06% | ||
| 14 | TRUE PRIVATE WEALTH ADVISORS | 50,022 | 1,211,000 | 1.39% | ||
| 15 | Mariner, LLC | 46,388 | 1,124,000 | 1.29% | ||
| 16 | Cambridge Investment Research Advisors, Inc. | 45,873 | 1,111,000 | 1.27% | ||
| 17 | HighTower Advisors, LLC | 45,104 | 1,093,000 | 1.25% | ||
| 18 | WELLS FARGO & COMPANY/MN | 44,076 | 1,067,000 | 1.22% | ||
| 19 | JANE STREET GROUP, LLC | 36,917 | 894,000 | 1.02% | ||
| 20 | RAND WEALTH, LLC | 36,884 | 893,000 | 1.02% | ||
| 21 | Advisory Services Network, LLC | 34,520 | 836,000 | 0.96% | ||
| 22 | GOLDMAN SACHS GROUP INC | 33,875 | 820,000 | 0.94% | ||
| 23 | Sigma Planning Corp | 27,944 | 677,000 | 0.77% | ||
| 24 | BANK OF AMERICA CORP /DE/ | 27,850 | 674,000 | 0.77% | ||
| 25 | SPINNAKER TRUST | 26,718 | 647,000 | 0.74% | ||
| 26 | Buffington Mohr McNeal | 20,500 | 497,000 | 0.57% | ||
| 27 | ASSET DEDICATION, LLC | 19,719 | 477,000 | 0.55% | ||
| 28 | LIDO ADVISORS, LLC | 18,394 | 446,000 | 0.51% | ||
| 29 | GLOBAL RETIREMENT PARTNERS, LLC | 17,318 | 419,000 | 0.48% | ||
| 30 | UBS Group AG | 17,031 | 412,000 | 0.47% | ||
| 31 | Advisory Alpha, LLC | 16,327 | 400,000 | 0.46% | ||
| 32 | Pinnacle Advisory Group, Inc. | 15,923 | 386,000 | 0.44% | ||
| 33 | S&T BANK/PA | 15,838 | 384,000 | 0.44% | ||
| 34 | FDx Advisors, Inc. | 15,718 | 381,000 | 0.44% | ||
| 35 | SG Americas Securities, LLC | 13,041 | 316,000 | 0.36% | ||
| 36 | MML INVESTORS SERVICES, INC. | 12,438 | 301,000 | 0.34% | ||
| 37 | Tortoise Investment Management, LLC | 12,327 | 299,000 | 0.34% | ||
| 38 | Prospera Financial Services Inc | 12,494 | 297,000 | 0.34% | ||
| 39 | LPL Financial LLC | 9,962 | 241,000 | 0.28% | ||
| 40 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9,721 | 235,000 | 0.27% | ||
| 41 | Garde Capital, Inc. | 9,207 | 223,000 | 0.26% | ||
| 42 | IFP ADVISORS, INC | 3,289 | 80,000 | 0.09% | ||
| 43 | ADVISOR GROUP, INC. | 1,926 | 47,000 | 0.05% | ||
| 44 | Sandy Spring Bank | 617 | 15,000 | 0.02% | ||
| 45 | MOUNTAIN CAPITAL INVESTMENT ADVISORS INC. | 486 | 12,000 | 0.01% | ||
| 46 | ASSET PLANNING SERVICES, LTD. | 415 | 10,000 | 0.01% | ||
| 47 | JFS WEALTH ADVISORS, LLC | 388 | 9,000 | 0.01% | ||
| 48 | PARALLEL ADVISORS, LLC | 228 | 6,000 | 0.01% | ||
| 49 | BlackRock Finance, Inc. | 182 | 4,000 | 0.00% | ||
| 50 | WFG Advisors, LP | 120 | 3,000 | 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.
