| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 936,587 | 24,230,000 | 7.78% | ||
| 2 | Capital Advantage, Inc. | 869,612 | 22,497,000 | 7.22% | ||
| 3 | New England Professional Planning Group Inc. | 823,364 | 21,463,000 | 6.89% | ||
| 4 | UBS Group AG | 812,434 | 21,018,000 | 6.74% | ||
| 5 | MORGAN STANLEY | 729,772 | 18,879,000 | 6.06% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 614,122 | 15,887,000 | 5.10% | ||
| 7 | GW HENSSLER & ASSOCIATES LTD | 612,186 | 15,837,000 | 5.08% | ||
| 8 | GM Advisory Group, LLC | 544,455 | 14,085,000 | 4.52% | ||
| 9 | SHINE INVESTMENT ADVISORY SERVICES INC | 512,038 | 13,246,000 | 4.25% | ||
| 10 | WELLS FARGO & COMPANY/MN | 466,355 | 12,065,000 | 3.87% | ||
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 462,928 | 11,976,000 | 3.84% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 404,752 | 10,471,000 | 3.36% | ||
| 13 | AVIANCE CAPITAL MANAGEMENT, LLC | 387,050 | 10,013,000 | 3.21% | ||
| 14 | AMERICAN INTERNATIONAL GROUP, INC. | 267,014 | 6,908,000 | 2.22% | ||
| 15 | GUGGENHEIM CAPITAL LLC | 256,852 | 6,645,000 | 2.13% | ||
| 16 | STIFEL FINANCIAL CORP | 256,161 | 6,627,000 | 2.13% | ||
| 17 | ATWOOD & PALMER INC | 241,842 | 6,256,000 | 2.01% | ||
| 18 | Summit Asset Management, LLC | 226,996 | 5,872,000 | 1.88% | ||
| 19 | Motley Fool Wealth Management, LLC | 216,183 | 5,593,000 | 1.79% | ||
| 20 | Ironwood Financial, llc | 191,676 | 4,959,000 | 1.59% | ||
| 21 | JANE STREET GROUP, LLC | 181,567 | 4,697,000 | 1.51% | ||
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 177,173 | 4,583,000 | 1.47% | ||
| 23 | Confluence Wealth Management LLC | 127,407 | 3,296,000 | 1.06% | ||
| 24 | Prospera Financial Services Inc | 116,304 | 3,009,000 | 0.97% | ||
| 25 | COURIER CAPITAL LLC | 112,566 | 2,912,000 | 0.93% | ||
| 26 | Linscomb Wealth, Inc. | 108,832 | 2,815,000 | 0.90% | ||
| 27 | LPL Financial LLC | 106,994 | 2,769,000 | 0.89% | ||
| 28 | AMERIPRISE FINANCIAL INC | 95,984 | 2,484,000 | 0.80% | ||
| 29 | CWM, LLC | 91,682 | 2,372,000 | 0.76% | ||
| 30 | ROYAL BANK OF CANADA | 71,687 | 1,855,000 | 0.60% | ||
| 31 | GOLDMAN SACHS GROUP INC | 67,580 | 1,748,000 | 0.56% | ||
| 32 | Capital Advisors, Ltd. LLC | 63,772 | 1,650,000 | 0.53% | ||
| 33 | Freedom Investment Management, Inc. | 116,305 | 1,598,000 | 0.51% | ||
| 34 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 52,879 | 1,368,000 | 0.44% | ||
| 35 | Sigma Planning Corp | 52,238 | 1,351,000 | 0.43% | ||
| 36 | DAVENPORT & Co LLC | 49,012 | 1,267,940 | 0.41% | ||
| 37 | Atria Investments, Inc | 31 | 1,198,000 | 0.38% | ||
| 38 | HighTower Advisors, LLC | 41,139 | 1,062,000 | 0.34% | ||
| 39 | RAYMOND JAMES & ASSOCIATES | 37,954 | 982,000 | 0.32% | ||
| 40 | Taylor, Cottrill LLC | 37,182 | 962,000 | 0.31% | ||
| 41 | Ashfield Capital Partners, LLC | 36,171 | 936,000 | 0.30% | ||
| 42 | SII INVESTMENTS INC/WI | 35,823 | 924,000 | 0.30% | ||
| 43 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35,019 | 906,000 | 0.29% | ||
| 44 | Commonwealth Equity Services, Inc | 30,836 | 798,000 | 0.26% | ||
| 45 | Private Advisor Group, LLC | 27,426 | 710,000 | 0.23% | ||
| 46 | Verity Asset Management, Inc. | 22,745 | 588,000 | 0.19% | ||
| 47 | GHP Investment Advisors, Inc. | 22,254 | 576,000 | 0.18% | ||
| 48 | Frontier Wealth Management LLC | 21,656 | 560,000 | 0.18% | ||
| 49 | WMS Partners, LLC | 20,400 | 528,000 | 0.17% | ||
| 50 | Cambridge Investment Research Advisors, Inc. | 18,861 | 488,000 | 0.16% |
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.
