| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,419,371 | 30,375,000 | 9.44% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,262,462 | 27,016,000 | 8.40% | ||
| 3 | Motley Fool Wealth Management, LLC | 1,111,591 | 23,788,000 | 7.39% | ||
| 4 | MORGAN STANLEY | 1,065,737 | 22,807,000 | 7.09% | ||
| 5 | Evanston Investments, Inc., dba Evanston Advisors | 736,571 | 15,763,000 | 4.90% | ||
| 6 | UBS Group AG | 584,333 | 12,505,000 | 3.89% | ||
| 7 | GM Advisory Group, LLC | 563,993 | 12,069,000 | 3.75% | ||
| 8 | Financial Advisory Group | 494,937 | 10,592,000 | 3.29% | ||
| 9 | Ironwood Financial, llc | 458,045 | 9,802,000 | 3.05% | ||
| 10 | EASTERN BANK | 444,188 | 9,506,000 | 2.95% | ||
| 11 | FINANCIAL STRATEGY NETWORK, LLC | 410,494 | 8,762,000 | 2.72% | ||
| 12 | HighTower Advisors, LLC | 369,180 | 7,904,000 | 2.46% | ||
| 13 | STIFEL FINANCIAL CORP | 272,148 | 5,805,000 | 1.80% | ||
| 14 | Carnegie Investment Counsel | 250,872 | 5,356,000 | 1.66% | ||
| 15 | FCG ADVISORS, LLC | 244,538 | 5,233,000 | 1.63% | ||
| 16 | Linscomb Wealth, Inc. | 215,323 | 4,608,000 | 1.43% | ||
| 17 | ATWOOD & PALMER INC | 200,385 | 4,288,000 | 1.33% | ||
| 18 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 198,987 | 4,258,000 | 1.32% | ||
| 19 | Gradient Investments LLC | 193,285 | 4,136,000 | 1.29% | ||
| 20 | DAVENPORT & Co LLC | 184,801 | 3,954,741 | 1.23% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 184,166 | 3,941,000 | 1.22% | ||
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 171,229 | 3,664,000 | 1.14% | ||
| 23 | FCA CORP /TX | 169,779 | 3,633,000 | 1.13% | ||
| 24 | IMA Advisory Services, Inc. | 158,186 | 3,385,000 | 1.05% | ||
| 25 | Advisors Preferred, LLC | 157,410 | 3,369,000 | 1.05% | ||
| 26 | Raub Brock Capital Management LP | 155,975 | 3,338,000 | 1.04% | ||
| 27 | AMERIPRISE FINANCIAL INC | 154,189 | 3,300,000 | 1.03% | ||
| 28 | Vigilant Capital Management, LLC | 141,759 | 3,034,000 | 0.94% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 141,243 | 3,023,000 | 0.94% | ||
| 30 | RPG FAMILY WEALTH ADVISORY, LLC | 140,326 | 3,002,976 | 0.93% | ||
| 31 | COOKSON PEIRCE & CO INC | 133,279 | 2,852,000 | 0.89% | SH | |
| 32 | LPL Financial LLC | 129,591 | 2,765,000 | 0.86% | ||
| 33 | Commonwealth Equity Services, Inc | 123,382 | 2,640,000 | 0.82% | ||
| 34 | Legacy Private Trust Co. | 113,495 | 2,429,000 | 0.75% | ||
| 35 | VALLEY NATIONAL ADVISERS INC | 109,504 | 2,343,000 | 0.73% | ||
| 36 | Confluence Wealth Management LLC | 103,400 | 2,213,000 | 0.69% | ||
| 37 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 99,950 | 2,139,000 | 0.66% | ||
| 38 | IFP ADVISORS, INC | 93,140 | 1,993,000 | 0.62% | ||
| 39 | Lowe Wealth Advisors, LLC | 91,301 | 1,954,000 | 0.61% | ||
| 40 | LINCOLN NATIONAL CORP | 88,150 | 1,886,000 | 0.59% | ||
| 41 | Freedom Investment Management, Inc. | 85,630 | 1,832,000 | 0.57% | ||
| 42 | ASSET DEDICATION, LLC | 81,733 | 1,744,000 | 0.54% | ||
| 43 | NOTTINGHAM ADVISORS, INC. | 78,423 | 1,678,000 | 0.52% | ||
| 44 | BAIRD FINANCIAL GROUP, INC. | 76,603 | 1,639,000 | 0.51% | ||
| 45 | Ashfield Capital Partners, LLC | 68,059 | 1,456,000 | 0.45% | ||
| 46 | PARK NATIONAL CORP /OH/ | 67,532 | 1,445,000 | 0.45% | ||
| 47 | Janney Montgomery Scott LLC | 66,064 | 1,414,000 | 0.44% | ||
| 48 | WOLVERINE TRADING LP /BD | 61,654 | 1,320,000 | 0.41% | ||
| 49 | COURIER CAPITAL LLC | 58,940 | 1,261,000 | 0.39% | ||
| 50 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 58,855 | 1,260,000 | 0.39% |
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.
