| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Advantage, Inc. | 1,006,360 | 25,984,000 | 8.71% | ||
| 2 | New England Professional Planning Group Inc. | 799,459 | 20,567,000 | 6.89% | ||
| 3 | Gradient Investments LLC | 751,861 | 19,413,000 | 6.50% | ||
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 678,078 | 17,508,000 | 5.87% | ||
| 5 | Virtu KCG Holdings LLC | 599,237 | 15,472,000 | 5.18% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 590,693 | 15,252,000 | 5.11% | ||
| 7 | MORGAN STANLEY | 585,922 | 15,128,000 | 5.07% | ||
| 8 | GW HENSSLER & ASSOCIATES LTD | 571,880 | 14,766,000 | 4.95% | ||
| 9 | GM Advisory Group, LLC | 512,537 | 13,234,000 | 4.43% | ||
| 10 | WELLS FARGO & COMPANY/MN | 467,815 | 12,079,000 | 4.05% | ||
| 11 | TELEMUS CAPITAL, LLC | 319,435 | 8,248,000 | 2.76% | ||
| 12 | AVIANCE CAPITAL MANAGEMENT, LLC | 307,736 | 7,945,000 | 2.66% | ||
| 13 | BANK OF AMERICA CORP /DE/ | 295,306 | 7,625,000 | 2.55% | ||
| 14 | STIFEL FINANCIAL CORP | 259,526 | 6,701,000 | 2.25% | ||
| 15 | LPL Financial LLC | 244,923 | 6,295,000 | 2.11% | ||
| 16 | ADVISORS MANAGEMENT GROUP INC /ADV | 241,930 | 6,247,000 | 2.09% | ||
| 17 | UBS Group AG | 237,312 | 6,127,000 | 2.05% | ||
| 18 | ATWOOD & PALMER INC | 235,973 | 6,093,000 | 2.04% | ||
| 19 | Motley Fool Wealth Management, LLC | 235,835 | 6,089,000 | 2.04% | ||
| 20 | Summit Asset Management, LLC | 234,594 | 6,057,000 | 2.03% | ||
| 21 | VSR Financial Services, Inc. | 181,264 | 4,680,000 | 1.57% | ||
| 22 | COURIER CAPITAL LLC | 118,919 | 3,070,000 | 1.03% | ||
| 23 | GUGGENHEIM CAPITAL LLC | 116,309 | 3,003,000 | 1.01% | ||
| 24 | Prospera Financial Services Inc | 114,902 | 2,967,000 | 0.99% | ||
| 25 | AMERIPRISE FINANCIAL INC | 113,505 | 2,931,000 | 0.98% | ||
| 26 | Confluence Wealth Management LLC | 110,312 | 2,848,000 | 0.95% | ||
| 27 | Ironwood Financial, llc | 103,802 | 2,680,000 | 0.90% | ||
| 28 | JANE STREET GROUP, LLC | 82,568 | 2,132,000 | 0.71% | ||
| 29 | D.A. DAVIDSON & CO. | 82,480 | 2,129,000 | 0.71% | ||
| 30 | GOLDMAN SACHS GROUP INC | 70,071 | 1,809,000 | 0.61% | ||
| 31 | GHP Investment Advisors, Inc. | 69,974 | 1,807,000 | 0.61% | ||
| 32 | Bluefin Trading, LLC | 69,602 | 1,797,000 | 0.60% | ||
| 33 | Capital Advisors, Ltd. LLC | 62,610 | 1,617,000 | 0.54% | ||
| 34 | Freedom Investment Management, Inc. | 61,033 | 1,576,000 | 0.53% | ||
| 35 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 60,477 | 1,562,000 | 0.52% | ||
| 36 | Sigma Planning Corp | 53,677 | 1,386,000 | 0.46% | ||
| 37 | SARGENT BICKHAM LAGUDIS LLC | 51,449 | 1,328,000 | 0.44% | ||
| 38 | IFP ADVISORS, INC | 50,595 | 1,306,000 | 0.44% | ||
| 39 | WEALTHSOURCE PARTNERS, LLC | 49,900 | 1,288,000 | 0.43% | ||
| 40 | ROYAL BANK OF CANADA | 44,207 | 1,141,000 | 0.38% | ||
| 41 | SII INVESTMENTS INC/WI | 39,938 | 1,031,000 | 0.35% | ||
| 42 | HENGEHOLD CAPITAL MANAGEMENT LLC | 39,499 | 1,020,000 | 0.34% | ||
| 43 | DAVENPORT & Co LLC | 38,175 | 985,684 | 0.33% | ||
| 44 | Private Advisor Group, LLC | 37,618 | 971,000 | 0.33% | ||
| 45 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35,673 | 921,000 | 0.31% | ||
| 46 | Friedenthal Financial | 35,499 | 918,000 | 0.31% | ||
| 47 | HighTower Advisors, LLC | 34,665 | 893,000 | 0.30% | ||
| 48 | Commonwealth Equity Services, Inc | 32,969 | 851,000 | 0.29% | ||
| 49 | Frontier Wealth Management LLC | 28,708 | 741,000 | 0.25% | ||
| 50 | Ledyard National Bank | 25,200 | 651,000 | 0.22% |
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.
