| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,559,478 | 32,967,000 | 8.86% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,144,850 | 24,203,000 | 6.50% | ||
| 3 | Motley Fool Wealth Management, LLC | 1,136,293 | 24,021,000 | 6.46% | ||
| 4 | MORGAN STANLEY | 1,122,676 | 23,734,000 | 6.38% | ||
| 5 | Evanston Investments, Inc., dba Evanston Advisors | 745,301 | 15,756,000 | 4.23% | ||
| 6 | UBS Group AG | 612,561 | 12,950,000 | 3.48% | ||
| 7 | GM Advisory Group, LLC | 562,650 | 11,914,000 | 3.20% | ||
| 8 | Ironwood Financial, llc | 523,332 | 11,063,000 | 2.97% | ||
| 9 | Financial Advisory Group | 483,257 | 10,216,000 | 2.75% | ||
| 10 | EASTERN BANK | 456,891 | 9,658,000 | 2.60% | ||
| 11 | NORTHWEST QUADRANT WEALTH MANAGEMENT, LLC | 364,116 | 7,726,278 | 2.08% | ||
| 12 | HighTower Advisors, LLC | 347,526 | 7,330,000 | 1.97% | ||
| 13 | VALLEY NATIONAL ADVISERS INC | 341,357 | 7,216,000 | 1.94% | ||
| 14 | FUSION FAMILY WEALTH, LLC | 298,533 | 6,326,000 | 1.70% | SH | |
| 15 | DAVENPORT & Co LLC | 282,056 | 5,962,000 | 1.60% | ||
| 16 | Cambridge Investment Research Advisors, Inc. | 272,471 | 5,760,000 | 1.55% | ||
| 17 | STIFEL FINANCIAL CORP | 267,328 | 5,640,000 | 1.52% | ||
| 18 | FCG ADVISORS, LLC | 261,190 | 5,522,000 | 1.48% | ||
| 19 | Carnegie Investment Counsel | 253,842 | 5,376,000 | 1.44% | ||
| 20 | ATWOOD & PALMER INC | 227,789 | 4,815,000 | 1.29% | ||
| 21 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 227,093 | 4,801,000 | 1.29% | ||
| 22 | Gradient Investments LLC | 215,949 | 4,565,000 | 1.23% | ||
| 23 | Linscomb Wealth, Inc. | 211,523 | 4,472,000 | 1.20% | ||
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 178,147 | 3,766,000 | 1.01% | ||
| 25 | AMERIPRISE FINANCIAL INC | 178,101 | 3,765,000 | 1.01% | ||
| 26 | FCA CORP /TX | 173,120 | 3,660,000 | 0.98% | ||
| 27 | PRING TURNER CAPITAL GROUP INC | 163,550 | 3,457,000 | 0.93% | ||
| 28 | Raymond James Financial Services Advisors, Inc. | 157,260 | 3,324,000 | 0.89% | ||
| 29 | Raub Brock Capital Management LP | 156,090 | 3,300,000 | 0.89% | ||
| 30 | Vigilant Capital Management, LLC | 149,189 | 3,154,000 | 0.85% | ||
| 31 | COOKSON PEIRCE & CO INC | 145,724 | 3,081,000 | 0.83% | SH | |
| 32 | FIRST COMMAND BANK | 144,212 | 3,049,000 | 0.82% | ||
| 33 | FIRST COMMAND FINANCIAL SERVICES, INC. | 144,212 | 3,049,000 | 0.82% | ||
| 34 | LPL Financial LLC | 140,651 | 2,978,000 | 0.80% | ||
| 35 | RPG FAMILY WEALTH ADVISORY, LLC | 139,202 | 2,942,730 | 0.79% | ||
| 36 | Legacy Private Trust Co. | 131,645 | 2,783,000 | 0.75% | ||
| 37 | IMA Advisory Services, Inc. | 129,589 | 2,740,000 | 0.74% | ||
| 38 | CMH WEALTH MANAGEMENT LLC | 127,580 | 2,702,000 | 0.73% | ||
| 39 | Commonwealth Equity Services, Inc | 127,539 | 2,696,000 | 0.72% | ||
| 40 | WOLVERINE TRADING LP /BD | 118,822 | 2,512,000 | 0.68% | ||
| 41 | Aspen Investment Management Inc | 113,560 | 2,401,000 | 0.65% | ||
| 42 | IFP ADVISORS, INC | 107,740 | 2,278,000 | 0.61% | ||
| 43 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 101,594 | 2,148,000 | 0.58% | ||
| 44 | Confluence Wealth Management LLC | 99,086 | 2,095,000 | 0.56% | ||
| 45 | Capital Advantage, Inc. | 93,106 | 1,968,000 | 0.53% | ||
| 46 | Orion Porfolio Solutions, LLC | 92,884 | 1,964,000 | 0.53% | ||
| 47 | Lowe Wealth Advisors, LLC | 91,722 | 1,939,000 | 0.52% | ||
| 48 | LINCOLN NATIONAL CORP | 91,679 | 1,938,000 | 0.52% | ||
| 49 | Advisors Preferred, LLC | 90,230 | 1,907,000 | 0.51% | ||
| 50 | ASSET DEDICATION, LLC | 88,702 | 1,867,000 | 0.50% |
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.
