| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,364,297 | 33,411,000 | 11.51% | ||
| 2 | Gradient Investments LLC | 1,214,985 | 29,755,000 | 10.25% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,074,973 | 26,326,000 | 9.07% | ||
| 4 | MORGAN STANLEY | 657,289 | 16,097,000 | 5.55% | ||
| 5 | GW HENSSLER & ASSOCIATES LTD | 622,787 | 15,252,000 | 5.25% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 584,284 | 14,309,000 | 4.93% | ||
| 7 | ADVISORS MANAGEMENT GROUP INC /ADV | 477,283 | 11,689,000 | 4.03% | ||
| 8 | Capital Advantage, Inc. | 387,545 | 9,491,000 | 3.27% | ||
| 9 | INDEPENDENT ADVISOR ALLIANCE | 357,734 | 8,725,000 | 3.01% | ||
| 10 | FINANCIAL STRATEGY NETWORK, LLC | 347,393 | 8,535,000 | 2.94% | ||
| 11 | Ironwood Financial, llc | 335,172 | 8,208,000 | 2.83% | ||
| 12 | ATWOOD & PALMER INC | 326,133 | 7,987,000 | 2.75% | ||
| 13 | SFE Investment Counsel | 274,565 | 6,724,000 | 2.32% | ||
| 14 | UBS Group AG | 263,273 | 6,448,000 | 2.22% | ||
| 15 | LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC. | 239,907 | 5,859,000 | 2.02% | ||
| 16 | LPL Financial LLC | 215,786 | 5,261,000 | 1.81% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 210,080 | 5,145,000 | 1.77% | ||
| 18 | Advisory Alpha, LLC | 190,493 | 4,665,000 | 1.61% | ||
| 19 | BERGANKDV WEALTH MANAGEMENT, LLC | 168,420 | 4,125,000 | 1.42% | ||
| 20 | Brookstone Capital Management | 163,209 | 3,997,000 | 1.38% | ||
| 21 | FCG ADVISORS, LLC | 146,042 | 3,577,000 | 1.23% | ||
| 22 | BRIDGEWORTH, LLC | 127,962 | 3,118,000 | 1.07% | ||
| 23 | CITIGROUP INC | 123,717 | 3,030,000 | 1.04% | ||
| 24 | GUGGENHEIM CAPITAL LLC | 114,827 | 2,812,000 | 0.97% | ||
| 25 | Prospera Financial Services Inc | 102,150 | 2,502,000 | 0.86% | ||
| 26 | CORRADO ADVISORS, LLC | 92,324 | 2,261,000 | 0.78% | ||
| 27 | STIFEL FINANCIAL CORP | 88,546 | 2,169,000 | 0.75% | ||
| 28 | Freedom Investment Management, Inc. | 87,582 | 2,145,000 | 0.74% | ||
| 29 | Carnegie Investment Counsel | 82,922 | 2,037,000 | 0.70% | ||
| 30 | ROYAL BANK OF CANADA | 81,268 | 1,990,000 | 0.69% | ||
| 31 | Linscomb Wealth, Inc. | 66,373 | 1,625,000 | 0.56% | ||
| 32 | DAVENPORT & Co LLC | 63,816 | 1,540,837 | 0.53% | ||
| 33 | BAIRD FINANCIAL GROUP, INC. | 58,016 | 1,421,000 | 0.49% | ||
| 34 | FLOW TRADERS U.S. LLC | 56,537 | 1,385,000 | 0.48% | ||
| 35 | Advisory Services Network, LLC | 53,125 | 1,301,000 | 0.45% | ||
| 36 | JANE STREET GROUP, LLC | 52,890 | 1,295,000 | 0.45% | ||
| 37 | Cetera Advisors LLC | 52,529 | 1,290,000 | 0.44% | ||
| 38 | Commonwealth Equity Services, Inc | 49,686 | 1,217,000 | 0.42% | ||
| 39 | RAYMOND JAMES & ASSOCIATES | 43,050 | 1,054,000 | 0.36% | ||
| 40 | INVESTMENT CENTERS OF AMERICA INC | 40,150 | 990,000 | 0.34% | ||
| 41 | COURIER CAPITAL LLC | 39,930 | 978,000 | 0.34% | ||
| 42 | ADVISOR GROUP, INC. | 38,731 | 949,000 | 0.33% | ||
| 43 | Timber Creek Capital Management LLC | 38,355 | 939,000 | 0.32% | ||
| 44 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 37,250 | 912,000 | 0.31% | ||
| 45 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,595 | 847,000 | 0.29% | ||
| 46 | Mirador Capital Partners LP | 33,941 | 831,000 | 0.29% | ||
| 47 | IFP ADVISORS, INC | 33,814 | 828,000 | 0.29% | ||
| 48 | Stratos Wealth Partners, LTD. | 32,897 | 806,000 | 0.28% | ||
| 49 | Cambridge Investment Research Advisors, Inc. | 31,796 | 779,000 | 0.27% | ||
| 50 | OPES ADVISORS INC | 30,592 | 749,000 | 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.
