| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,845,043 | 39,632,000 | 7.36% | ||
| 2 | VALLEY NATIONAL ADVISERS INC | 1,791,514 | 38,482,000 | 7.14% | ||
| 3 | MORGAN STANLEY | 1,733,992 | 37,246,000 | 6.91% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,578,470 | 33,906,000 | 6.29% | ||
| 5 | CAPITAL ADVISORS INC/OK | 1,358,789 | 29,187,000 | 5.42% | ||
| 6 | Motley Fool Wealth Management, LLC | 1,164,576 | 25,015,000 | 4.64% | ||
| 7 | BERGANKDV WEALTH MANAGEMENT, LLC | 957,562 | 20,568,000 | 3.82% | ||
| 8 | Evanston Investments, Inc., dba Evanston Advisors | 910,045 | 19,548,000 | 3.63% | ||
| 9 | HighTower Advisors, LLC | 806,789 | 17,330,000 | 3.22% | ||
| 10 | Ironwood Financial, llc | 720,741 | 15,482,000 | 2.87% | ||
| 11 | WealthTrust-Arizona, LLC | 608,476 | 13,070,000 | 2.43% | ||
| 12 | GM Advisory Group, LLC | 584,461 | 12,554,000 | 2.33% | ||
| 13 | DAVENPORT & Co LLC | 556,199 | 11,947,155 | 2.22% | ||
| 14 | UBS Group AG | 517,267 | 11,111,000 | 2.06% | ||
| 15 | EASTERN BANK | 516,765 | 11,100,000 | 2.06% | ||
| 16 | FUSION FAMILY WEALTH, LLC | 447,395 | 9,610,000 | 1.78% | SH | |
| 17 | Cambridge Investment Research Advisors, Inc. | 421,291 | 9,049,000 | 1.68% | ||
| 18 | Advisors Preferred, LLC | 415,140 | 8,917,000 | 1.66% | ||
| 19 | LPL Financial LLC | 412,946 | 8,870,000 | 1.65% | ||
| 20 | AMERIPRISE FINANCIAL INC | 309,679 | 6,632,000 | 1.23% | ||
| 21 | FIRST COMMAND BANK | 296,441 | 6,368,000 | 1.18% | ||
| 22 | FIRST COMMAND FINANCIAL SERVICES, INC. | 296,441 | 6,368,000 | 1.18% | ||
| 23 | ATWOOD & PALMER INC | 291,226 | 6,256,000 | 1.16% | ||
| 24 | FCG ADVISORS, LLC | 286,261 | 6,149,000 | 1.14% | ||
| 25 | NORTHWEST QUADRANT WEALTH MANAGEMENT, LLC | 259,295 | 5,577,000 | 1.04% | ||
| 26 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 250,790 | 5,387,000 | 1.00% | ||
| 27 | Linscomb Wealth, Inc. | 238,201 | 5,117,000 | 0.95% | ||
| 28 | Carnegie Investment Counsel | 231,027 | 4,972,000 | 0.92% | ||
| 29 | ASSET DEDICATION, LLC | 228,927 | 4,919,000 | 0.91% | ||
| 30 | IMA Advisory Services, Inc. | 208,696 | 4,483,000 | 0.83% | ||
| 31 | FCA CORP /TX | 188,847 | 4,056,000 | 0.75% | ||
| 32 | COOKSON PEIRCE & CO INC | 187,028 | 4,017,000 | 0.75% | SH | |
| 33 | Mirador Capital Partners LP | 171,377 | 3,686,000 | 0.68% | ||
| 34 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 152,709 | 3,280,000 | 0.61% | ||
| 35 | Raub Brock Capital Management LP | 151,285 | 3,250,000 | 0.60% | ||
| 36 | Raymond James Financial Services Advisors, Inc. | 145,950 | 3,135,000 | 0.58% | ||
| 37 | BB&T SECURITIES, LLC | 138,778 | 2,980,000 | 0.55% | ||
| 38 | Bank of New York Mellon Corp | 121,906 | 2,619,000 | 0.49% | ||
| 39 | Gradient Investments LLC | 120,174 | 2,581,000 | 0.48% | ||
| 40 | LINCOLN NATIONAL CORP | 115,892 | 2,489,000 | 0.46% | ||
| 41 | RPG FAMILY WEALTH ADVISORY, LLC | 112,590 | 2,418,433 | 0.45% | ||
| 42 | FINANCIAL STRATEGY NETWORK, LLC | 2,376,273 | 2,401,000 | 0.45% | ||
| 43 | Vigilant Capital Management, LLC | 103,012 | 2,213,000 | 0.41% | ||
| 44 | Courage Miller Partners, LLC | 99,142 | 2,130,000 | 0.40% | ||
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 96,679 | 2,077,000 | 0.39% | ||
| 46 | ADVISORS MANAGEMENT GROUP INC /ADV | 96,238 | 2,067,000 | 0.38% | ||
| 47 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 90,384 | 1,942,000 | 0.36% | ||
| 48 | MADISON INVESTMENT HOLDINGS INC | 90,051 | 1,934,000 | 0.36% | ||
| 49 | RAYMOND JAMES & ASSOCIATES | 89,767 | 1,928,000 | 0.36% | ||
| 50 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 86,120 | 1,850,000 | 0.34% |
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.
