| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VALLEY NATIONAL ADVISERS INC | 1,492,672 | 31,928,000 | 7.03% | ||
| 2 | WELLS FARGO & COMPANY/MN | 1,456,712 | 31,159,000 | 6.86% | ||
| 3 | MORGAN STANLEY | 1,422,693 | 30,431,000 | 6.70% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,394,904 | 29,838,000 | 6.57% | ||
| 5 | CAPITAL ADVISORS INC/OK | 1,377,438 | 29,463,000 | 6.48% | ||
| 6 | Motley Fool Wealth Management, LLC | 1,126,807 | 24,102,000 | 5.30% | ||
| 7 | Evanston Investments, Inc., dba Evanston Advisors | 872,254 | 18,658,000 | 4.11% | ||
| 8 | HighTower Advisors, LLC | 759,269 | 16,248,000 | 3.58% | ||
| 9 | Ironwood Financial, llc | 695,677 | 14,881,000 | 3.27% | ||
| 10 | UBS Group AG | 691,709 | 14,796,000 | 3.26% | ||
| 11 | WealthTrust-Arizona, LLC | 622,641 | 13,319,000 | 2.93% | ||
| 12 | GM Advisory Group, LLC | 586,373 | 12,543,000 | 2.76% | ||
| 13 | EASTERN BANK | 493,255 | 10,551,000 | 2.32% | ||
| 14 | FUSION FAMILY WEALTH, LLC | 400,933 | 8,575,000 | 1.89% | SH | |
| 15 | LPL Financial LLC | 399,934 | 8,547,000 | 1.88% | ||
| 16 | Cambridge Investment Research Advisors, Inc. | 376,216 | 8,047,000 | 1.77% | ||
| 17 | ATWOOD & PALMER INC | 285,492 | 6,107,000 | 1.34% | ||
| 18 | FIRST COMMAND BANK | 267,185 | 5,715,000 | 1.26% | ||
| 19 | FIRST COMMAND FINANCIAL SERVICES, INC. | 267,185 | 5,715,000 | 1.26% | ||
| 20 | FCG ADVISORS, LLC | 267,875 | 5,697,000 | 1.25% | ||
| 21 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 242,712 | 5,192,000 | 1.14% | ||
| 22 | AMERIPRISE FINANCIAL INC | 241,416 | 5,156,000 | 1.13% | ||
| 23 | Linscomb Wealth, Inc. | 240,621 | 5,147,000 | 1.13% | ||
| 24 | NORTHWEST QUADRANT WEALTH MANAGEMENT, LLC | 230,381 | 4,930,000 | 1.08% | ||
| 25 | Carnegie Investment Counsel | 224,236 | 4,799,000 | 1.06% | ||
| 26 | IMA Advisory Services, Inc. | 206,661 | 4,420,000 | 0.97% | ||
| 27 | ASSET DEDICATION, LLC | 204,861 | 4,383,000 | 0.96% | ||
| 28 | SG Americas Securities, LLC | 198,367 | 4,243,000 | 0.93% | ||
| 29 | FINANCIAL STRATEGY NETWORK, LLC | 189,727 | 4,063,000 | 0.89% | ||
| 30 | COOKSON PEIRCE & CO INC | 168,693 | 3,608,000 | 0.79% | SH | |
| 31 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 155,165 | 3,319,000 | 0.73% | ||
| 32 | Raub Brock Capital Management LP | 153,830 | 3,290,000 | 0.72% | ||
| 33 | Mirador Capital Partners LP | 147,466 | 3,154,000 | 0.69% | ||
| 34 | Raymond James Financial Services Advisors, Inc. | 142,081 | 3,039,000 | 0.67% | ||
| 35 | Advisors Preferred, LLC | 122,440 | 2,619,000 | 0.58% | ||
| 36 | RPG FAMILY WEALTH ADVISORY, LLC | 114,023 | 2,438,951 | 0.54% | ||
| 37 | BB&T SECURITIES, LLC | 112,617 | 2,408,000 | 0.53% | ||
| 38 | WOLVERINE TRADING LP /BD | 100,592 | 2,149,000 | 0.47% | ||
| 39 | Vigilant Capital Management, LLC | 98,807 | 2,113,000 | 0.46% | ||
| 40 | LINCOLN NATIONAL CORP | 98,142 | 2,099,000 | 0.46% | ||
| 41 | Courage Miller Partners, LLC | 95,693 | 2,047,000 | 0.45% | ||
| 42 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 90,462 | 1,935,000 | 0.43% | ||
| 43 | Gradient Investments LLC | 76,669 | 1,640,000 | 0.36% | ||
| 44 | ProVise Management Group, LLC | 72,627 | 1,553,000 | 0.34% | ||
| 45 | Commonwealth Equity Services, Inc | 71,682 | 1,533,000 | 0.34% | ||
| 46 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 71,507 | 1,529,000 | 0.34% | ||
| 47 | Financial Advisory Group | 71,389 | 1,527,000 | 0.34% | ||
| 48 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 70,681 | 1,512,000 | 0.33% | ||
| 49 | IFP ADVISORS, INC | 70,218 | 1,502,000 | 0.33% | ||
| 50 | Freedom Investment Management, Inc. | 69,385 | 1,484,000 | 0.33% |
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.
