| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Advantage, Inc. | 974,021 | 25,198,000 | 8.44% | ||
| 2 | Gradient Investments LLC | 909,924 | 23,540,000 | 7.88% | ||
| 3 | UBS Group AG | 814,113 | 21,061,000 | 7.05% | ||
| 4 | New England Professional Planning Group Inc. | 813,645 | 21,049,000 | 7.05% | ||
| 5 | MORGAN STANLEY | 661,064 | 17,102,000 | 5.73% | ||
| 6 | GW HENSSLER & ASSOCIATES LTD | 589,669 | 15,255,000 | 5.11% | ||
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 571,892 | 14,795,000 | 4.96% | ||
| 8 | GM Advisory Group, LLC | 542,287 | 14,029,000 | 4.70% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 506,641 | 13,107,000 | 4.39% | ||
| 10 | Virtu KCG Holdings LLC | 453,312 | 11,727,000 | 3.93% | ||
| 11 | WELLS FARGO & COMPANY/MN | 423,087 | 10,945,000 | 3.67% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 371,680 | 9,616,000 | 3.22% | ||
| 13 | AVIANCE CAPITAL MANAGEMENT, LLC | 344,724 | 8,918,000 | 2.99% | ||
| 14 | STIFEL FINANCIAL CORP | 260,255 | 6,733,000 | 2.26% | ||
| 15 | ADVISORS MANAGEMENT GROUP INC /ADV | 243,165 | 6,291,000 | 2.11% | ||
| 16 | Summit Asset Management, LLC | 235,938 | 6,104,000 | 2.04% | ||
| 17 | ATWOOD & PALMER INC | 234,993 | 6,079,000 | 2.04% | ||
| 18 | AMERICAN INTERNATIONAL GROUP, INC. | 232,551 | 6,016,000 | 2.02% | ||
| 19 | Motley Fool Wealth Management, LLC | 228,783 | 5,919,000 | 1.98% | ||
| 20 | LPL Financial LLC | 134,979 | 3,487,000 | 1.17% | ||
| 21 | GUGGENHEIM CAPITAL LLC | 126,714 | 3,278,000 | 1.10% | ||
| 22 | Confluence Wealth Management LLC | 122,006 | 3,156,000 | 1.06% | ||
| 23 | COURIER CAPITAL LLC | 115,731 | 2,994,000 | 1.00% | ||
| 24 | Prospera Financial Services Inc | 114,102 | 2,952,000 | 0.99% | ||
| 25 | AMERIPRISE FINANCIAL INC | 101,442 | 2,623,000 | 0.88% | ||
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 92,184 | 2,385,000 | 0.80% | ||
| 27 | JANE STREET GROUP, LLC | 79,017 | 2,044,000 | 0.68% | ||
| 28 | GOLDMAN SACHS GROUP INC | 67,695 | 1,751,000 | 0.59% | ||
| 29 | Capital Advisors, Ltd. LLC | 62,831 | 1,625,000 | 0.54% | ||
| 30 | IFP ADVISORS, INC | 61,136 | 1,582,000 | 0.53% | ||
| 31 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 54,919 | 1,421,000 | 0.48% | ||
| 32 | Sigma Planning Corp | 53,616 | 1,387,000 | 0.46% | ||
| 33 | Freedom Investment Management, Inc. | 52,381 | 1,355,000 | 0.45% | ||
| 34 | ROYAL BANK OF CANADA | 47,923 | 1,240,000 | 0.42% | ||
| 35 | DAVENPORT & Co LLC | 46,665 | 1,207,229 | 0.40% | ||
| 36 | IMA Advisory Services, Inc. | 42,692 | 1,104,000 | 0.37% | SH | |
| 37 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 42,061 | 1,089,000 | 0.36% | ||
| 38 | GHP Investment Advisors, Inc. | 40,804 | 1,056,000 | 0.35% | ||
| 39 | SII INVESTMENTS INC/WI | 39,938 | 1,032,000 | 0.35% | ||
| 40 | Private Advisor Group, LLC | 38,077 | 985,000 | 0.33% | ||
| 41 | Taylor, Cottrill LLC | 37,095 | 960,000 | 0.32% | ||
| 42 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35,987 | 931,000 | 0.31% | ||
| 43 | Friedenthal Financial | 35,499 | 918,000 | 0.31% | ||
| 44 | Commonwealth Equity Services, Inc | 35,138 | 909,000 | 0.30% | ||
| 45 | HighTower Advisors, LLC | 34,639 | 896,000 | 0.30% | ||
| 46 | HENGEHOLD CAPITAL MANAGEMENT LLC | 29,534 | 764,000 | 0.26% | ||
| 47 | Frontier Wealth Management LLC | 28,318 | 733,000 | 0.25% | ||
| 48 | Verity Asset Management, Inc. | 26,899 | 696,000 | 0.23% | ||
| 49 | Ledyard National Bank | 24,200 | 626,000 | 0.21% | ||
| 50 | RAYMOND JAMES & ASSOCIATES | 20,978 | 543,000 | 0.18% |
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.
