| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,229,296 | 26,554,000 | 11.23% | ||
| 2 | Motley Fool Wealth Management, LLC | 1,125,042 | 24,301,000 | 10.28% | ||
| 3 | MORGAN STANLEY | 923,581 | 19,949,000 | 8.44% | ||
| 4 | AFFINITY WEALTH MANAGEMENT LLC | 697,496 | 15,066,000 | 6.37% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 685,720 | 14,812,000 | 6.27% | ||
| 6 | FINANCIAL STRATEGY NETWORK, LLC | 664,165 | 14,216,000 | 6.01% | ||
| 7 | UBS Group AG | 445,859 | 9,631,000 | 4.07% | ||
| 8 | GM Advisory Group, LLC | 443,105 | 9,571,000 | 4.05% | ||
| 9 | EASTERN BANK | 412,340 | 8,906,000 | 3.77% | ||
| 10 | AMERIPRISE FINANCIAL INC | 406,011 | 8,804,000 | 3.72% | ||
| 11 | Raymond James Financial Services Advisors, Inc. | 235,891 | 5,095,000 | 2.16% | ||
| 12 | Carnegie Investment Counsel | 212,723 | 4,576,000 | 1.94% | ||
| 13 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 199,667 | 4,313,000 | 1.82% | ||
| 14 | NewSquare Capital LLC | 193,003 | 4,169,000 | 1.76% | ||
| 15 | FCA CORP /TX | 165,946 | 3,584,000 | 1.52% | ||
| 16 | RPG FAMILY WEALTH ADVISORY, LLC | 154,893 | 3,345,688 | 1.42% | ||
| 17 | Raub Brock Capital Management LP | 152,035 | 3,284,000 | 1.39% | ||
| 18 | ASSET DEDICATION, LLC | 145,399 | 3,134,000 | 1.33% | ||
| 19 | LPL Financial LLC | 145,566 | 3,127,000 | 1.32% | ||
| 20 | COOKSON PEIRCE & CO INC | 135,133 | 2,919,000 | 1.23% | SH | |
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 133,498 | 2,884,000 | 1.22% | ||
| 22 | RiverFront Investment Group, LLC | 130,155 | 2,811,000 | 1.19% | ||
| 23 | IMA Advisory Services, Inc. | 129,531 | 2,798,000 | 1.18% | ||
| 24 | FCG ADVISORS, LLC | 125,590 | 2,713,000 | 1.15% | ||
| 25 | Janney Montgomery Scott LLC | 102,138 | 2,206,000 | 0.93% | ||
| 26 | IFP ADVISORS, INC | 100,607 | 2,173,000 | 0.92% | ||
| 27 | HighTower Advisors, LLC | 95,613 | 2,066,000 | 0.87% | ||
| 28 | Vigilant Capital Management, LLC | 92,737 | 2,003,000 | 0.85% | ||
| 29 | Evanston Investments, Inc., dba Evanston Advisors | 81,148 | 1,753,000 | 0.74% | ||
| 30 | BAIRD FINANCIAL GROUP, INC. | 74,063 | 1,600,000 | 0.68% | ||
| 31 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 72,789 | 1,572,000 | 0.67% | ||
| 32 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 69,485 | 1,501,000 | 0.64% | ||
| 33 | ROYAL BANK OF CANADA | 62,891 | 1,359,000 | 0.57% | ||
| 34 | AVIANCE CAPITAL MANAGEMENT, LLC | 59,591 | 1,287,000 | 0.54% | ||
| 35 | Financial Advisory Group | 59,167 | 1,278,000 | 0.54% | ||
| 36 | OLIVER LUXXE ASSETS LLC | 48,802 | 1,054,000 | 0.45% | ||
| 37 | Linscomb Wealth, Inc. | 48,765 | 1,053,000 | 0.45% | ||
| 38 | RAYMOND JAMES & ASSOCIATES | 48,227 | 1,042,000 | 0.44% | ||
| 39 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 43,233 | 930,000 | 0.39% | ||
| 40 | JANE STREET GROUP, LLC | 40,672 | 879,000 | 0.37% | ||
| 41 | PROFICIO CAPITAL PARTNERS LLC | 39,000 | 842,000 | 0.36% | ||
| 42 | STIFEL FINANCIAL CORP | 37,096 | 799,000 | 0.34% | ||
| 43 | LINCOLN NATIONAL CORP | 35,665 | 770,000 | 0.33% | ||
| 44 | ProVise Management Group, LLC | 29,310 | 633,000 | 0.27% | ||
| 45 | SYNOVUS FINANCIAL CORP | 27,059 | 581,000 | 0.25% | ||
| 46 | WOLVERINE TRADING LP /BD | 26,094 | 564,000 | 0.24% | ||
| 47 | MSI Financial Services Inc | 24,633 | 532,000 | 0.23% | ||
| 48 | BB&T SECURITIES, LLC | 22,712 | 490,000 | 0.21% | ||
| 49 | HARVEST CAPITAL MANAGEMENT INC | 22,286 | 472,000 | 0.20% | ||
| 50 | Cambridge Investment Research Advisors, Inc. | 21,633 | 467,000 | 0.20% |
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.
