| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Advantage, Inc. | 1,679,874 | 41,426,000 | 13.37% | ||
| 2 | Gradient Investments LLC | 1,296,713 | 31,977,000 | 10.32% | ||
| 3 | WELLS FARGO & COMPANY/MN | 977,504 | 24,105,000 | 7.78% | ||
| 4 | MORGAN STANLEY | 768,278 | 18,946,000 | 6.11% | ||
| 5 | GW HENSSLER & ASSOCIATES LTD | 764,877 | 18,862,000 | 6.09% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 688,084 | 16,968,000 | 5.48% | ||
| 7 | ADVISORS MANAGEMENT GROUP INC /ADV | 485,332 | 11,968,000 | 3.86% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 472,629 | 11,655,000 | 3.76% | ||
| 9 | Ironwood Financial, llc | 351,948 | 8,679,000 | 2.80% | ||
| 10 | ATWOOD & PALMER INC | 328,602 | 8,103,000 | 2.62% | ||
| 11 | LPL Financial LLC | 270,139 | 6,662,000 | 2.15% | ||
| 12 | LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC. | 271,146 | 6,653,000 | 2.15% | ||
| 13 | SFE Investment Counsel | 262,745 | 6,479,000 | 2.09% | ||
| 14 | Advisory Alpha, LLC | 221,552 | 5,467,000 | 1.76% | ||
| 15 | UBS Group AG | 217,822 | 5,371,000 | 1.73% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 216,582 | 5,341,000 | 1.72% | ||
| 17 | FINANCIAL STRATEGY NETWORK, LLC | 6,176,890 | 4,431,000 | 1.43% | ||
| 18 | BERGANKDV WEALTH MANAGEMENT, LLC | 170,392 | 4,202,000 | 1.36% | ||
| 19 | HighTower Advisors, LLC | 168,871 | 4,168,000 | 1.35% | ||
| 20 | Brookstone Capital Management | 148,611 | 3,665,000 | 1.18% | ||
| 21 | FCG ADVISORS, LLC | 145,516 | 3,588,000 | 1.16% | ||
| 22 | BRIDGEWORTH, LLC | 124,204 | 3,053,000 | 0.99% | ||
| 23 | CITIGROUP INC | 123,717 | 3,051,000 | 0.98% | ||
| 24 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 117,266 | 2,892,000 | 0.93% | ||
| 25 | Prospera Financial Services Inc | 107,850 | 2,659,000 | 0.86% | ||
| 26 | CORRADO ADVISORS, LLC | 97,929 | 2,415,000 | 0.78% | ||
| 27 | Freedom Investment Management, Inc. | 94,843 | 2,339,000 | 0.75% | ||
| 28 | STIFEL FINANCIAL CORP | 92,282 | 2,276,000 | 0.73% | ||
| 29 | Carnegie Investment Counsel | 86,660 | 2,141,000 | 0.69% | ||
| 30 | Advisory Services Network, LLC | 85,620 | 2,111,000 | 0.68% | ||
| 31 | GUGGENHEIM CAPITAL LLC | 79,372 | 1,958,000 | 0.63% | ||
| 32 | ROYAL BANK OF CANADA | 67,136 | 1,656,000 | 0.53% | ||
| 33 | DAVENPORT & Co LLC | 66,709 | 1,645,044 | 0.53% | ||
| 34 | Cetera Advisors LLC | 64,675 | 1,597,000 | 0.52% | ||
| 35 | CETERA INVESTMENT ADVISERS | 64,675 | 1,597,000 | 0.52% | ||
| 36 | RAYMOND JAMES & ASSOCIATES | 63,351 | 1,562,000 | 0.50% | ||
| 37 | Linscomb Wealth, Inc. | 62,885 | 1,551,000 | 0.50% | ||
| 38 | BAIRD FINANCIAL GROUP, INC. | 57,071 | 1,407,000 | 0.45% | ||
| 39 | ADVISOR GROUP, INC. | 51,475 | 1,270,000 | 0.41% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 48,808 | 1,204,000 | 0.39% | ||
| 41 | Mirador Capital Partners LP | 48,041 | 1,185,000 | 0.38% | ||
| 42 | GHP Investment Advisors, Inc. | 45,374 | 1,119,000 | 0.36% | ||
| 43 | AMERIPRISE FINANCIAL INC | 43,398 | 1,070,000 | 0.35% | ||
| 44 | IFP ADVISORS, INC | 40,783 | 1,006,000 | 0.32% | ||
| 45 | INVESTMENT CENTERS OF AMERICA INC | 40,150 | 994,000 | 0.32% | ||
| 46 | IMA Advisory Services, Inc. | 40,218 | 992,000 | 0.32% | ||
| 47 | COURIER CAPITAL LLC | 39,930 | 985,000 | 0.32% | ||
| 48 | Bank of New York Mellon Corp | 39,208 | 967,000 | 0.31% | ||
| 49 | Friedenthal Financial | 38,214 | 942,000 | 0.30% | ||
| 50 | Cambridge Investment Research Advisors, Inc. | 37,552 | 926,000 | 0.30% |
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.
