| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 502,679 | 38,098,000 | 35.20% | ||
| 2 | Cetera Advisors LLC | 338,531 | 25,662,000 | 23.71% | ||
| 3 | CUMBERLAND ADVISORS INC | 190,970 | 14,474,000 | 13.37% | ||
| 4 | Cetera Advisor Networks LLC | 132,919 | 10,080,000 | 9.31% | ||
| 5 | FLPUTNAM INVESTMENT MANAGEMENT CO | 97,380 | 7,380,000 | 6.82% | ||
| 6 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 62,849 | 4,763,000 | 4.40% | ||
| 7 | SMITH HAYES Advisers, Inc | 40,481 | 3,068,000 | 2.83% | ||
| 8 | VALLEY FORGE ASSET MANAGEMENT, LLC | 30,000 | 2,274,000 | 2.10% | ||
| 9 | Narwhal Capital Management | 14,545 | 1,102,000 | 1.02% | ||
| 10 | KCM INVESTMENT ADVISORS LLC | 6,491 | 492,000 | 0.45% | ||
| 11 | PARSONS CAPITAL MANAGEMENT INC/RI | 4,493 | 341,000 | 0.32% | ||
| 12 | Geneva Advisors, LLC | 3,805 | 288,000 | 0.27% | ||
| 13 | CrestPoint Capital Management, LLC | 2,722 | 206,000 | 0.19% | ||
| 14 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 113 | 9,000 | 0.01% | ||
| 15 | QCI ASSET MANAGEMENT INC/NY | 104 | 8,000 | 0.01% |
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.
