| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FRONTIER INVESTMENT MGMT CO | 571,465 | 237,558,000 | 29.95% | ||
| 2 | MORGAN STANLEY | 2,590,806 | 107,700,000 | 13.58% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 2,190,193 | 91,046,000 | 11.48% | ||
| 4 | UBS Group AG | 1,422,805 | 59,146,000 | 7.46% | ||
| 5 | WELLS FARGO & COMPANY/MN | 958,420 | 39,842,000 | 5.02% | ||
| 6 | Janney Montgomery Scott LLC | 774,635 | 32,202,000 | 4.06% | ||
| 7 | BERGANKDV WEALTH MANAGEMENT, LLC | 658,670 | 27,381,000 | 3.45% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 512,977 | 21,325,000 | 2.69% | ||
| 9 | CARDAN CAPITAL PARTNERS, LLC | 471,075 | 19,583,000 | 2.47% | ||
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 447,511 | 18,603,000 | 2.35% | ||
| 11 | HENGEHOLD CAPITAL MANAGEMENT LLC | 295,358 | 12,278,000 | 1.55% | ||
| 12 | ProVise Management Group, LLC | 277,552 | 11,538,000 | 1.45% | ||
| 13 | New England Investment & Retirement Group, Inc. | 260,908 | 10,846,000 | 1.37% | ||
| 14 | AMERIPRISE FINANCIAL INC | 249,285 | 10,365,000 | 1.31% | ||
| 15 | Commonwealth Equity Services, Inc | 204,612 | 8,506,000 | 1.07% | ||
| 16 | LPL Financial LLC | 207,224 | 8,502,000 | 1.07% | ||
| 17 | Gateway Advisory, LLC | 202,930 | 8,326,000 | 1.05% | ||
| 18 | Madden Advisory Services, Inc. | 155,436 | 6,461,000 | 0.81% | ||
| 19 | CENTRAL TRUST Co | 141,006 | 5,861,000 | 0.74% | ||
| 20 | ROYAL BANK OF CANADA | 132,482 | 5,508,000 | 0.69% | ||
| 21 | Raymond James Financial Services Advisors, Inc. | 123,501 | 5,134,000 | 0.65% | ||
| 22 | CAHILL FINANCIAL ADVISORS INC | 73,298 | 3,048,000 | 0.38% | ||
| 23 | ADVISOR GROUP, INC. | 68,445 | 2,846,000 | 0.36% | ||
| 24 | LAUREL WEALTH ADVISORS, INC. | 64,233 | 2,670,000 | 0.34% | ||
| 25 | CUE ADVISORY SERVICES, INC. | 63,650 | 2,646,000 | 0.33% | ||
| 26 | Simply Money Advisors | 54,909 | 2,283,000 | 0.29% | ||
| 27 | STIFEL FINANCIAL CORP | 54,428 | 2,256,000 | 0.28% | ||
| 28 | SFMG, LLC | 52,531 | 2,184,000 | 0.28% | ||
| 29 | MSI Financial Services Inc | 45,833 | 1,905,000 | 0.24% | ||
| 30 | WESPAC Advisors, LLC | 44,934 | 1,868,000 | 0.24% | ||
| 31 | WELL DONE, LLC | 44,243 | 1,839,000 | 0.23% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 43,305 | 1,800,000 | 0.23% | ||
| 33 | Tuttle Capital Management, LLC | 41,192 | 1,708,000 | 0.22% | ||
| 34 | JANE STREET GROUP, LLC | 38,464 | 1,599,000 | 0.20% | ||
| 35 | GOLDMAN SACHS GROUP INC | 34,206 | 1,422,000 | 0.18% | ||
| 36 | Merriman Wealth Management, LLC | 34,193 | 1,421,000 | 0.18% | ||
| 37 | Atria Investments, Inc | 29,719 | 1,235,000 | 0.16% | ||
| 38 | NATIONAL PLANNING CORP | 26,285 | 1,050,000 | 0.13% | ||
| 39 | ENVESTNET ASSET MANAGEMENT INC | 25,127 | 1,045,000 | 0.13% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 22,294 | 927,000 | 0.12% | ||
| 41 | Cetera Advisors LLC | 22,141 | 917,000 | 0.12% | ||
| 42 | HighTower Advisors, LLC | 18,704 | 776,000 | 0.10% | ||
| 43 | DAVIDSON & GARRARD INC | 17,433 | 725,000 | 0.09% | ||
| 44 | REGIONS FINANCIAL CORP | 16,790 | 698,000 | 0.09% | ||
| 45 | STRATEGIC FINANCIAL GROUP, LLC | 16,543 | 688,000 | 0.09% | ||
| 46 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13,161 | 547,000 | 0.07% | ||
| 47 | Private Advisor Group, LLC | 10,366 | 426,000 | 0.05% | ||
| 48 | NEXT Financial Group, Inc | 10,123 | 421,000 | 0.05% | ||
| 49 | Hudock, Inc. | 8,777 | 364,000 | 0.05% | ||
| 50 | Cutter & CO Brokerage, Inc. | 8,625 | 359,000 | 0.05% |
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.
