| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | SFE Investment Counsel | 259,835 | 6,597,000 | 1.16% | ||
| 102 | Motley Fool Wealth Management, LLC | 263,245 | 6,684,000 | 1.17% | ||
| 103 | Raymond James Financial Services Advisors, Inc. | 278,168 | 7,063,000 | 1.24% | ||
| 104 | TELEMUS CAPITAL, LLC | 315,144 | 8,001,000 | 1.41% | ||
| 105 | CITIGROUP INC | 370,457 | 9,406,000 | 1.65% | ||
| 106 | UBS Group AG | 420,981 | 10,689,000 | 1.88% | ||
| 107 | Ironwood Financial, llc | 427,634 | 10,858,000 | 1.91% | ||
| 108 | ATWOOD & PALMER INC | 436,992 | 11,095,000 | 1.95% | ||
| 109 | NOTTINGHAM ADVISORS, INC. | 468,691 | 11,900,000 | 2.09% | ||
| 110 | Stratos Wealth Partners, LTD. | 543,993 | 13,812,000 | 2.43% | ||
| 111 | SHINE INVESTMENT ADVISORY SERVICES INC | 579,957 | 14,725,000 | 2.59% | ||
| 112 | ENVESTNET ASSET MANAGEMENT INC | 614,010 | 15,590,000 | 2.74% | ||
| 113 | MORGAN STANLEY | 632,203 | 16,053,000 | 2.82% | ||
| 114 | GW HENSSLER & ASSOCIATES LTD | 790,335 | 20,067,000 | 3.53% | ||
| 115 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 944,009 | 23,968,000 | 4.21% | ||
| 116 | WELLS FARGO & COMPANY/MN | 1,289,312 | 32,736,000 | 5.75% | ||
| 117 | Gradient Investments LLC | 1,302,245 | 33,064,000 | 5.81% | ||
| 118 | Capital Advantage, Inc. | 1,948,114 | 49,463,000 | 8.69% | ||
| 119 | Richard Bernstein Advisors LLC | 2,256,564 | 57,294,000 | 10.07% | ||
| 120 | BANK OF AMERICA CORP /DE/ | 3,224,186 | 81,862,000 | 14.39% |
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.
