| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ParenteBeard Wealth Management, LLC | 6,107 | 533,826,000 | 71.41% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 4,379,249 | 50,099,000 | 6.70% | ||
| 3 | Advisors Asset Management, Inc. | 3,228,883 | 36,938,000 | 4.94% | ||
| 4 | MORGAN STANLEY | 2,040,039 | 23,338,000 | 3.12% | ||
| 5 | UBS Group AG | 2,024,144 | 23,156,000 | 3.10% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1,720,074 | 19,678,000 | 2.63% | ||
| 7 | GUGGENHEIM CAPITAL LLC | 793,287 | 9,076,000 | 1.21% | ||
| 8 | LPL Financial LLC | 620,357 | 7,097,000 | 0.95% | ||
| 9 | ROYAL BANK OF CANADA | 424,384 | 4,855,000 | 0.65% | ||
| 10 | McGowan Group Asset Management, Inc. | 386,022 | 4,416,000 | 0.59% | ||
| 11 | CENTRAL TRUST Co | 335,868 | 3,843,000 | 0.51% | ||
| 12 | Shaker Financial Services, LLC | 310,336 | 3,550,000 | 0.47% | ||
| 13 | RAYMOND JAMES & ASSOCIATES | 220,549 | 2,523,000 | 0.34% | ||
| 14 | CONNING INC. | 209,565 | 2,397,000 | 0.32% | ||
| 15 | Janney Montgomery Scott LLC | 205,920 | 2,355,726 | 0.32% | ||
| 16 | Oxbow Advisors, LLC | 173,774 | 1,988,000 | 0.27% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 92,182 | 1,055,000 | 0.14% | ||
| 18 | Invesco Ltd. | 90,180 | 1,032,000 | 0.14% | ||
| 19 | HighTower Advisors, LLC | 83,434 | 954,000 | 0.13% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 83,337 | 953,000 | 0.13% | ||
| 21 | WEDBUSH SECURITIES INC | 82,814 | 947,000 | 0.13% | ||
| 22 | VSR Financial Services, Inc. | 68,296 | 781,000 | 0.10% | ||
| 23 | Commonwealth Equity Services, Inc | 59,446 | 680,000 | 0.09% | ||
| 24 | Valentine Capital Asset Management, Inc. | 56,677 | 648,000 | 0.09% | ||
| 25 | AMERIPRISE FINANCIAL INC | 54,820 | 627,000 | 0.08% | ||
| 26 | AMERICAN INTERNATIONAL GROUP, INC. | 53,151 | 608,047 | 0.08% | ||
| 27 | Private Advisor Group, LLC | 44,959 | 514,000 | 0.07% | ||
| 28 | WealthTrust Axiom LLC | 38,368 | 438,000 | 0.06% | ||
| 29 | Dana Investment Advisors, Inc. | 37,576 | 430,000 | 0.06% | ||
| 30 | DOLIVER ADVISORS, LP | 35,963 | 411,000 | 0.05% | ||
| 31 | CITIGROUP INC | 33,078 | 378,000 | 0.05% | ||
| 32 | D.A. DAVIDSON & CO. | 30,448 | 348,000 | 0.05% | ||
| 33 | OPPENHEIMER & CO INC | 29,392 | 336,000 | 0.04% | ||
| 34 | Concert Wealth Management Inc. | 28,902 | 329,000 | 0.04% | ||
| 35 | DAVENPORT & Co LLC | 28,390 | 324,787 | 0.04% | ||
| 36 | Edge Wealth Management LLC | 27,400 | 314,000 | 0.04% | ||
| 37 | PNC FINANCIAL SERVICES GROUP, INC. | 26,382 | 302,000 | 0.04% | ||
| 38 | Confluence Wealth Management LLC | 25,684 | 294,000 | 0.04% | ||
| 39 | Donald L. Hagan, LLC | 25,400 | 291,000 | 0.04% | ||
| 40 | M&T BANK CORP | 22,818 | 260,000 | 0.03% | ||
| 41 | Cambridge Investment Research Advisors, Inc. | 19,963 | 228,000 | 0.03% | ||
| 42 | Creative Planning | 19,423 | 222,000 | 0.03% | ||
| 43 | CREDIT SUISSE AG/ | 17,798 | 204,000 | 0.03% | ||
| 44 | FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 17,126 | 196,000 | 0.03% | ||
| 45 | STIFEL FINANCIAL CORP | 16,921 | 193,000 | 0.03% | ||
| 46 | VICUS CAPITAL | 16,755 | 192,000 | 0.03% | ||
| 47 | Cetera Advisors LLC | 16,288 | 185,000 | 0.02% | ||
| 48 | KWMG, LLC | 15,775 | 177,000 | 0.02% | ||
| 49 | Yellowstone Partners, LLC | 15,200 | 174,000 | 0.02% | ||
| 50 | JOHNSON INVESTMENT COUNSEL INC | 15,000 | 171,000 | 0.02% |
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.
