| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 1,147,388 | 27,704,000 | 13.53% | ||
| 2 | WELLS FARGO & COMPANY/MN | 1,000,766 | 24,163,000 | 11.80% | ||
| 3 | MORGAN STANLEY | 552,155 | 13,331,000 | 6.51% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 548,175 | 13,238,000 | 6.47% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 482,256 | 11,644,000 | 5.69% | ||
| 6 | GW HENSSLER & ASSOCIATES LTD | 462,121 | 11,158,000 | 5.45% | ||
| 7 | SFE Investment Counsel | 236,830 | 5,755,000 | 2.81% | ||
| 8 | Ironwood Financial, llc | 225,638 | 5,448,000 | 2.66% | ||
| 9 | LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC. | 217,695 | 5,289,000 | 2.58% | ||
| 10 | Raymond James Financial Services Advisors, Inc. | 214,494 | 5,179,000 | 2.53% | ||
| 11 | ADVISORS MANAGEMENT GROUP INC /ADV | 206,481 | 4,985,000 | 2.43% | ||
| 12 | UBS Group AG | 167,838 | 4,052,000 | 1.98% | ||
| 13 | LPL Financial LLC | 166,891 | 4,042,000 | 1.97% | ||
| 14 | Advisory Alpha, LLC | 160,499 | 3,918,000 | 1.91% | ||
| 15 | ATWOOD & PALMER INC | 152,759 | 3,688,000 | 1.80% | ||
| 16 | BERGANKDV WEALTH MANAGEMENT, LLC | 151,335 | 3,654,000 | 1.78% | ||
| 17 | FCG ADVISORS, LLC | 146,060 | 3,527,000 | 1.72% | ||
| 18 | Brookstone Capital Management | 141,187 | 3,409,000 | 1.67% | ||
| 19 | BRIDGEWORTH, LLC | 127,746 | 3,094,000 | 1.51% | ||
| 20 | FINANCIAL STRATEGY NETWORK, LLC | 123,412 | 3,003,000 | 1.47% | ||
| 21 | CITIGROUP INC | 123,717 | 2,987,000 | 1.46% | ||
| 22 | GUGGENHEIM CAPITAL LLC | 99,401 | 2,401,000 | 1.17% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 96,047 | 2,319,000 | 1.13% | ||
| 24 | Freedom Investment Management, Inc. | 83,424 | 2,014,000 | 0.98% | ||
| 25 | FDx Advisors, Inc. | 81,279 | 1,962,000 | 0.96% | ||
| 26 | Carnegie Investment Counsel | 79,187 | 1,922,000 | 0.94% | ||
| 27 | Prospera Financial Services Inc | 76,850 | 1,856,000 | 0.91% | ||
| 28 | Linscomb Wealth, Inc. | 73,256 | 1,769,000 | 0.86% | ||
| 29 | ROYAL BANK OF CANADA | 69,478 | 1,677,000 | 0.82% | ||
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 68,868 | 1,663,000 | 0.81% | ||
| 31 | DAVENPORT & Co LLC | 65,394 | 1,578,000 | 0.77% | ||
| 32 | STIFEL FINANCIAL CORP | 63,839 | 1,544,000 | 0.75% | ||
| 33 | Capital Advantage, Inc. | 59,966 | 1,448,000 | 0.71% | ||
| 34 | BAIRD FINANCIAL GROUP, INC. | 55,343 | 1,336,000 | 0.65% | ||
| 35 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 46,920 | 1,133,000 | 0.55% | ||
| 36 | AMERIPRISE FINANCIAL INC | 43,295 | 1,045,000 | 0.51% | ||
| 37 | INVESTMENT CENTERS OF AMERICA INC | 39,750 | 952,000 | 0.46% | ||
| 38 | Cetera Advisors LLC | 38,590 | 931,000 | 0.45% | ||
| 39 | WOLVERINE TRADING LP /BD | 37,036 | 894,000 | 0.44% | ||
| 40 | IFP ADVISORS, INC | 32,451 | 784,000 | 0.38% | ||
| 41 | Commonwealth Equity Services, Inc | 30,669 | 741,000 | 0.36% | ||
| 42 | ADVISOR GROUP, INC. | 30,684 | 740,000 | 0.36% | ||
| 43 | JANE STREET GROUP, LLC | 29,833 | 720,000 | 0.35% | ||
| 44 | COURIER CAPITAL LLC | 29,750 | 718,000 | 0.35% | ||
| 45 | Stratos Wealth Partners, LTD. | 29,484 | 712,000 | 0.35% | ||
| 46 | Timber Creek Capital Management LLC | 29,355 | 708,000 | 0.35% | ||
| 47 | Friedenthal Financial | 27,723 | 669,000 | 0.33% | ||
| 48 | Mirador Capital Partners LP | 25,960 | 627,000 | 0.31% | ||
| 49 | RAYMOND JAMES & ASSOCIATES | 21,798 | 526,000 | 0.26% | ||
| 50 | HighTower Advisors, LLC | 21,740 | 523,000 | 0.26% |
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.
