| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,224,186 | 81,862,000 | 14.39% | ||
| 2 | Richard Bernstein Advisors LLC | 2,256,564 | 57,294,000 | 10.07% | ||
| 3 | Capital Advantage, Inc. | 1,948,114 | 49,463,000 | 8.69% | ||
| 4 | Gradient Investments LLC | 1,302,245 | 33,064,000 | 5.81% | ||
| 5 | WELLS FARGO & COMPANY/MN | 1,289,312 | 32,736,000 | 5.75% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 944,009 | 23,968,000 | 4.21% | ||
| 7 | GW HENSSLER & ASSOCIATES LTD | 790,335 | 20,067,000 | 3.53% | ||
| 8 | MORGAN STANLEY | 632,203 | 16,053,000 | 2.82% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 614,010 | 15,590,000 | 2.74% | ||
| 10 | SHINE INVESTMENT ADVISORY SERVICES INC | 579,957 | 14,725,000 | 2.59% | ||
| 11 | Stratos Wealth Partners, LTD. | 543,993 | 13,812,000 | 2.43% | ||
| 12 | NOTTINGHAM ADVISORS, INC. | 468,691 | 11,900,000 | 2.09% | ||
| 13 | ATWOOD & PALMER INC | 436,992 | 11,095,000 | 1.95% | ||
| 14 | Ironwood Financial, llc | 427,634 | 10,858,000 | 1.91% | ||
| 15 | UBS Group AG | 420,981 | 10,689,000 | 1.88% | ||
| 16 | CITIGROUP INC | 370,457 | 9,406,000 | 1.65% | ||
| 17 | TELEMUS CAPITAL, LLC | 315,144 | 8,001,000 | 1.41% | ||
| 18 | Raymond James Financial Services Advisors, Inc. | 278,168 | 7,063,000 | 1.24% | ||
| 19 | Motley Fool Wealth Management, LLC | 263,245 | 6,684,000 | 1.17% | ||
| 20 | SFE Investment Counsel | 259,835 | 6,597,000 | 1.16% | ||
| 21 | GHP Investment Advisors, Inc. | 245,874 | 6,243,000 | 1.10% | ||
| 22 | Commonwealth Equity Services, Inc | 224,778 | 5,707,000 | 1.00% | ||
| 23 | LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC. | 220,715 | 5,577,000 | 0.98% | ||
| 24 | STIFEL FINANCIAL CORP | 211,789 | 5,371,000 | 0.94% | ||
| 25 | FCA CORP /TX | 193,988 | 4,925,000 | 0.87% | ||
| 26 | LPL Financial LLC | 186,147 | 4,726,000 | 0.83% | ||
| 27 | ADVISORS MANAGEMENT GROUP INC /ADV | 185,985 | 4,722,000 | 0.83% | ||
| 28 | CAMBRIDGE TRUST CO | 181,633 | 4,612,000 | 0.81% | ||
| 29 | Mirador Capital Partners LP | 179,349 | 4,543,000 | 0.80% | ||
| 30 | HighTower Advisors, LLC | 178,588 | 4,542,000 | 0.80% | ||
| 31 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 154,155 | 3,914,000 | 0.69% | ||
| 32 | Brookstone Capital Management | 131,947 | 3,350,000 | 0.59% | ||
| 33 | B. Riley Wealth Advisors, Inc. | 129,238 | 3,282,000 | 0.58% | ||
| 34 | Prospera Financial Services Inc | 127,233 | 3,230,000 | 0.57% | ||
| 35 | SII INVESTMENTS INC/WI | 101,643 | 2,584,000 | 0.45% | ||
| 36 | CORRADO ADVISORS, LLC | 97,023 | 2,463,000 | 0.43% | ||
| 37 | COURIER CAPITAL LLC | 95,955 | 2,436,000 | 0.43% | ||
| 38 | EDMOND DE ROTHSCHILD HOLDING S.A. | 94,300 | 2,394,000 | 0.42% | ||
| 39 | Advisory Alpha, LLC | 94,343 | 2,390,000 | 0.42% | ||
| 40 | Linscomb Wealth, Inc. | 91,475 | 2,323,000 | 0.41% | ||
| 41 | Freedom Investment Management, Inc. | 90,823 | 2,306,000 | 0.41% | ||
| 42 | Advisory Services Network, LLC | 89,607 | 2,275,000 | 0.40% | ||
| 43 | Cambridge Investment Research Advisors, Inc. | 85,764 | 2,178,000 | 0.38% | ||
| 44 | IMA Advisory Services, Inc. | 84,556 | 2,147,000 | 0.38% | ||
| 45 | FINANCIAL STRATEGY NETWORK, LLC | 617,519 | 2,052,000 | 0.36% | ||
| 46 | Private Advisor Group, LLC | 69,863 | 1,768,000 | 0.31% | ||
| 47 | FCG ADVISORS, LLC | 66,207 | 1,681,000 | 0.30% | ||
| 48 | VENTURI WEALTH MANAGEMENT, LLC | 59,308 | 1,506,000 | 0.26% | ||
| 49 | CREDIT SUISSE AG/ | 54,900 | 1,394,000 | 0.25% | ||
| 50 | ROYAL BANK OF CANADA | 53,127 | 1,349,000 | 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.
