| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Motley Fool Wealth Management, LLC | 1,027,690 | 21,468,000 | 10.44% | ||
| 2 | WELLS FARGO & COMPANY/MN | 934,873 | 19,530,000 | 9.49% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 934,594 | 19,524,000 | 9.49% | ||
| 4 | MORGAN STANLEY | 715,190 | 14,941,000 | 7.26% | ||
| 5 | LPL Financial LLC | 667,884 | 13,985,000 | 6.80% | ||
| 6 | HighTower Advisors, LLC | 629,485 | 13,142,000 | 6.39% | ||
| 7 | GM Advisory Group, LLC | 597,318 | 12,478,000 | 6.07% | ||
| 8 | WealthTrust-Arizona, LLC | 489,281 | 10,221,000 | 4.97% | ||
| 9 | EASTERN BANK | 382,386 | 7,988,000 | 3.88% | ||
| 10 | UBS Group AG | 380,997 | 7,959,000 | 3.87% | ||
| 11 | Linscomb Wealth, Inc. | 269,329 | 5,626,000 | 2.74% | ||
| 12 | Evanston Investments, Inc., dba Evanston Advisors | 230,970 | 4,825,000 | 2.35% | ||
| 13 | Raub Brock Capital Management LP | 180,700 | 3,775,000 | 1.84% | ||
| 14 | ASSET DEDICATION, LLC | 146,475 | 3,060,000 | 1.49% | ||
| 15 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 145,426 | 3,038,000 | 1.48% | ||
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 132,837 | 2,775,000 | 1.35% | ||
| 17 | ROYAL BANK OF CANADA | 118,612 | 2,478,000 | 1.20% | ||
| 18 | IMA Advisory Services, Inc. | 119,909 | 2,438,000 | 1.19% | SH | |
| 19 | COOKSON PEIRCE & CO INC | 113,961 | 2,381,000 | 1.16% | SH | |
| 20 | NewSquare Capital LLC | 91,172 | 1,905,000 | 0.93% | ||
| 21 | TRUST CO | 88,316 | 1,844,921 | 0.90% | ||
| 22 | Courage Miller Partners, LLC | 87,618 | 1,830,000 | 0.89% | ||
| 23 | Vigilant Capital Management, LLC | 80,921 | 1,690,000 | 0.82% | ||
| 24 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 78,094 | 1,631,000 | 0.79% | ||
| 25 | Carnegie Investment Counsel | 73,266 | 1,540,000 | 0.75% | ||
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 72,150 | 1,507,000 | 0.73% | ||
| 27 | IFP ADVISORS, INC | 65,867 | 1,376,000 | 0.67% | ||
| 28 | FCG ADVISORS, LLC | 65,280 | 1,364,000 | 0.66% | ||
| 29 | Live Your Vision, LLC | 60,676 | 1,268,000 | 0.62% | ||
| 30 | AMERIPRISE FINANCIAL INC | 57,694 | 1,205,000 | 0.59% | ||
| 31 | BAIRD FINANCIAL GROUP, INC. | 49,537 | 1,035,000 | 0.50% | ||
| 32 | Financial Advisory Group | 48,909 | 1,022,000 | 0.50% | ||
| 33 | JANE STREET GROUP, LLC | 48,739 | 1,018,000 | 0.49% | ||
| 34 | COLONY GROUP LLC | 46,340 | 968,000 | 0.47% | ||
| 35 | HARVEST CAPITAL MANAGEMENT INC | 43,320 | 905,000 | 0.44% | ||
| 36 | Commonwealth Equity Services, Inc | 42,716 | 892,000 | 0.43% | ||
| 37 | ATWOOD & PALMER INC | 35,425 | 740,000 | 0.36% | ||
| 38 | Verity & Verity, LLC | 34,553 | 722,000 | 0.35% | ||
| 39 | Atria Investments, Inc | 32,232 | 678,000 | 0.33% | ||
| 40 | Ashfield Capital Partners, LLC | 28,427 | 594,000 | 0.29% | ||
| 41 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 28,449 | 594,000 | 0.29% | ||
| 42 | ACG Wealth | 27,743 | 580,000 | 0.28% | ||
| 43 | Confluence Wealth Management LLC | 25,720 | 537,000 | 0.26% | ||
| 44 | FCA CORP /TX | 24,981 | 522,000 | 0.25% | ||
| 45 | Marquette Asset Management, LLC | 24,727 | 517,000 | 0.25% | ||
| 46 | Cetera Advisors LLC | 23,771 | 497,000 | 0.24% | ||
| 47 | Gradient Investments LLC | 23,627 | 494,000 | 0.24% | ||
| 48 | VSR Financial Services, Inc. | 18,607 | 389,000 | 0.19% | ||
| 49 | STIFEL FINANCIAL CORP | 16,551 | 346,000 | 0.17% | ||
| 50 | LINCOLN NATIONAL CORP | 16,437 | 346,000 | 0.17% |
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.
