| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BALASA DINVERNO & FOLTZ LLC | 1,247,015 | 27,833,000 | 11.06% | ||
| 2 | Gradient Investments LLC | 815,712 | 21,731,000 | 8.64% | ||
| 3 | Capital Advantage, Inc. | 795,841 | 21,201,000 | 8.43% | ||
| 4 | MORGAN STANLEY | 794,998 | 21,179,000 | 8.42% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 787,872 | 20,989,000 | 8.34% | ||
| 6 | UBS AG | 735,348 | 19,590,000 | 7.79% | ||
| 7 | Raymond James Financial Services Advisors, Inc. | 731,568 | 19,489,000 | 7.75% | ||
| 8 | GUGGENHEIM CAPITAL LLC | 590,035 | 15,719,000 | 6.25% | ||
| 9 | GM Advisory Group, LLC | 477,326 | 12,716,000 | 5.05% | ||
| 10 | WELLS FARGO & COMPANY/MN | 349,756 | 9,318,000 | 3.70% | ||
| 11 | ATWOOD & PALMER INC | 202,780 | 5,402,000 | 2.15% | ||
| 12 | STIFEL FINANCIAL CORP | 199,551 | 5,316,000 | 2.11% | ||
| 13 | AMERIPRISE FINANCIAL INC | 184,326 | 4,910,000 | 1.95% | ||
| 14 | Summit Asset Management, LLC | 181,549 | 4,836,000 | 1.92% | ||
| 15 | Linscomb Wealth, Inc. | 150,685 | 4,014,000 | 1.60% | ||
| 16 | PacWest Financial Management Inc | 144,377 | 3,817,000 | 1.52% | ||
| 17 | CWM, LLC | 106,984 | 2,850,000 | 1.13% | ||
| 18 | Confluence Wealth Management LLC | 92,654 | 2,468,000 | 0.98% | ||
| 19 | Prospera Financial Services Inc | 91,283 | 2,432,000 | 0.97% | ||
| 20 | DAVENPORT & Co LLC | 82,025 | 2,185,146 | 0.87% | ||
| 21 | AMERICAN INTERNATIONAL GROUP, INC. | 75,568 | 2,013,133 | 0.80% | ||
| 22 | LPL Financial LLC | 71,515 | 1,900,000 | 0.76% | ||
| 23 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 70,778 | 1,886,000 | 0.75% | ||
| 24 | ENVESTNET ASSET MANAGEMENT INC | 66,583 | 1,774,000 | 0.71% | ||
| 25 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 65,257 | 1,738,000 | 0.69% | ||
| 26 | CAMBRIDGE TRUST CO | 51,030 | 1,359,000 | 0.54% | ||
| 27 | Commonwealth Equity Services, Inc | 42,810 | 1,140,000 | 0.45% | ||
| 28 | COURIER CAPITAL LLC | 40,964 | 1,091,000 | 0.43% | ||
| 29 | Capital Advisors, Ltd. LLC | 37,869 | 1,008,000 | 0.40% | ||
| 30 | Parasol Investment Management, LLC | 36,000 | 959,000 | 0.38% | ||
| 31 | Ashfield Capital Partners, LLC | 34,943 | 931,000 | 0.37% | ||
| 32 | Taylor, Cottrill LLC | 34,844 | 928,000 | 0.37% | ||
| 33 | Saba Capital Management, L.P. | 31,481 | 839,000 | 0.33% | ||
| 34 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,742 | 792,000 | 0.31% | ||
| 35 | Cetera Advisor Networks LLC | 24,910 | 661,000 | 0.26% | ||
| 36 | ROYAL BANK OF CANADA | 24,753 | 659,000 | 0.26% | ||
| 37 | LINCOLN NATIONAL CORP | 21,794 | 581,000 | 0.23% | ||
| 38 | WMS Partners, LLC | 20,400 | 543,000 | 0.22% | ||
| 39 | Virtu KCG Holdings LLC | 18,437 | 491,000 | 0.20% | ||
| 40 | HighTower Advisors, LLC | 17,572 | 468,000 | 0.19% | ||
| 41 | PNC FINANCIAL SERVICES GROUP, INC. | 9,846 | 263,000 | 0.10% | ||
| 42 | Modera Wealth Management, LLC | 8,866 | 236,000 | 0.09% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 8,147 | 217,000 | 0.09% | ||
| 44 | West Coast Financial LLC | 8,000 | 213,000 | 0.08% | ||
| 45 | Segment Wealth Management, LLC | 7,750 | 206,000 | 0.08% | ||
| 46 | DUBUQUE BANK & TRUST CO | 6,250 | 167,000 | 0.07% | ||
| 47 | Private Ocean, LLC | 5,561 | 148,000 | 0.06% | ||
| 48 | Private Advisor Group, LLC | 3,700 | 99,000 | 0.04% | ||
| 49 | Alexandria Capital, LLC | 2,675 | 71,000 | 0.03% | ||
| 50 | DEUTSCHE BANK AG\ | 2,000 | 53,000 | 0.02% |
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.
