| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 2,200,316 | 55,690,000 | 14.88% | ||
| 2 | Capital Advantage, Inc. | 1,823,687 | 46,158,000 | 12.33% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,163,177 | 29,440,000 | 7.86% | ||
| 4 | MORGAN STANLEY | 791,728 | 20,039,000 | 5.35% | ||
| 5 | Stratos Wealth Partners, LTD. | 765,515 | 19,375,000 | 5.18% | ||
| 6 | GW HENSSLER & ASSOCIATES LTD | 727,711 | 18,418,000 | 4.92% | ||
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 560,140 | 14,177,000 | 3.79% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 527,864 | 13,360,000 | 3.57% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 389,563 | 9,860,000 | 2.63% | ||
| 10 | ATWOOD & PALMER INC | 369,575 | 9,354,000 | 2.50% | ||
| 11 | UBS Group AG | 359,530 | 9,100,000 | 2.43% | ||
| 12 | Ironwood Financial, llc | 309,987 | 7,846,000 | 2.10% | ||
| 13 | TELEMUS CAPITAL, LLC | 307,970 | 7,795,000 | 2.08% | ||
| 14 | Motley Fool Wealth Management, LLC | 250,492 | 6,340,000 | 1.69% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 247,233 | 6,257,000 | 1.67% | ||
| 16 | Summit Asset Management, LLC | 233,160 | 5,901,000 | 1.58% | ||
| 17 | Commonwealth Equity Services, Inc | 218,805 | 5,538,000 | 1.48% | ||
| 18 | FCA CORP /TX | 182,747 | 4,625,000 | 1.24% | ||
| 19 | ADVISORS MANAGEMENT GROUP INC /ADV | 181,101 | 4,584,000 | 1.22% | ||
| 20 | FINANCIAL STRATEGY NETWORK, LLC | 178,338 | 4,502,000 | 1.20% | ||
| 21 | CITIGROUP INC | 173,857 | 4,400,000 | 1.18% | ||
| 22 | LPL Financial LLC | 155,104 | 3,906,000 | 1.04% | ||
| 23 | FLOW TRADERS U.S. LLC | 146,658 | 3,712,000 | 0.99% | ||
| 24 | GUGGENHEIM CAPITAL LLC | 145,520 | 3,683,000 | 0.98% | ||
| 25 | ROYAL BANK OF CANADA | 131,784 | 3,335,000 | 0.89% | ||
| 26 | B. Riley Wealth Advisors, Inc. | 122,632 | 3,104,000 | 0.83% | ||
| 27 | CAMBRIDGE TRUST CO | 119,949 | 3,036,000 | 0.81% | ||
| 28 | BOSTON FINANCIAL MANGEMENT LLC | 113,198 | 2,865,000 | 0.77% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 110,790 | 2,804,000 | 0.75% | ||
| 30 | GHP Investment Advisors, Inc. | 109,833 | 2,780,000 | 0.74% | ||
| 31 | Prospera Financial Services Inc | 108,933 | 2,757,000 | 0.74% | ||
| 32 | Linscomb Wealth, Inc. | 105,032 | 2,658,000 | 0.71% | ||
| 33 | Brookstone Capital Management | 100,551 | 2,545,000 | 0.68% | ||
| 34 | Freedom Investment Management, Inc. | 79,942 | 2,023,000 | 0.54% | ||
| 35 | SII INVESTMENTS INC/WI | 79,092 | 2,006,000 | 0.54% | ||
| 36 | FCG ADVISORS, LLC | 68,734 | 1,740,000 | 0.46% | ||
| 37 | AMERIPRISE FINANCIAL INC | 61,738 | 1,563,000 | 0.42% | ||
| 38 | IFP ADVISORS, INC | 55,349 | 1,401,000 | 0.37% | ||
| 39 | CREDIT SUISSE AG/ | 54,900 | 1,390,000 | 0.37% | ||
| 40 | COURIER CAPITAL LLC | 51,155 | 1,295,000 | 0.35% | ||
| 41 | Argentus Capital Management, LLC | 49,751 | 1,259,000 | 0.34% | ||
| 42 | Private Advisor Group, LLC | 44,793 | 1,128,000 | 0.30% | ||
| 43 | Ashfield Capital Partners, LLC | 42,680 | 1,080,000 | 0.29% | ||
| 44 | Advisory Alpha, LLC | 41,401 | 1,048,000 | 0.28% | ||
| 45 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 40,573 | 1,027,000 | 0.27% | ||
| 46 | CITADEL ADVISORS LLC | 40,264 | 1,019,000 | 0.27% | ||
| 47 | Carroll Financial Associates, Inc. | 39,075 | 988,000 | 0.26% | ||
| 48 | INVESTMENT CENTERS OF AMERICA INC | 38,250 | 965,000 | 0.26% | ||
| 49 | ADVISOR GROUP, INC. | 35,281 | 895,000 | 0.24% | ||
| 50 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,881 | 883,000 | 0.24% |
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.
