| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DOMANI WEALTH, LLC | 5,985 | 531,741,000 | 70.15% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 4,707,004 | 52,977,000 | 6.99% | ||
| 3 | Advisors Asset Management, Inc. | 3,179,627 | 35,771,000 | 4.72% | ||
| 4 | UBS Group AG | 2,317,625 | 26,085,000 | 3.44% | ||
| 5 | MORGAN STANLEY | 1,970,086 | 22,174,000 | 2.93% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1,709,731 | 19,242,000 | 2.54% | ||
| 7 | GUGGENHEIM CAPITAL LLC | 732,337 | 8,240,000 | 1.09% | ||
| 8 | LPL Financial LLC | 658,575 | 7,369,000 | 0.97% | ||
| 9 | POINTE CAPITAL MANAGEMENT LLC | 518,860 | 5,840,000 | 0.77% | ||
| 10 | ROYAL BANK OF CANADA | 424,945 | 4,783,000 | 0.63% | ||
| 11 | McGowan Group Asset Management, Inc. | 392,018 | 4,412,000 | 0.58% | ||
| 12 | CENTRAL TRUST Co | 333,084 | 3,748,000 | 0.49% | ||
| 13 | Shaker Financial Services, LLC | 224,226 | 2,524,000 | 0.33% | ||
| 14 | CONNING INC. | 214,163 | 2,409,000 | 0.32% | ||
| 15 | WOLVERINE ASSET MANAGEMENT LLC | 208,824 | 2,350,000 | 0.31% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 197,121 | 2,219,000 | 0.29% | ||
| 17 | Oxbow Advisors, LLC | 172,393 | 1,940,000 | 0.26% | ||
| 18 | Janney Montgomery Scott LLC | 158,488 | 1,784,000 | 0.24% | ||
| 19 | CLOUGH CAPITAL PARTNERS L P | 120,500 | 1,356,000 | 0.18% | ||
| 20 | WEDBUSH SECURITIES INC | 93,698 | 1,055,000 | 0.14% | ||
| 21 | HighTower Advisors, LLC | 86,316 | 971,000 | 0.13% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 85,449 | 961,000 | 0.13% | ||
| 23 | Invesco Ltd. | 82,601 | 930,000 | 0.12% | ||
| 24 | Curi Capital, LLC | 77,524 | 873,000 | 0.12% | ||
| 25 | VSR Financial Services, Inc. | 73,446 | 827,000 | 0.11% | ||
| 26 | TELEMUS CAPITAL, LLC | 67,655 | 761,000 | 0.10% | ||
| 27 | Commonwealth Equity Services, Inc | 63,970 | 720,000 | 0.09% | ||
| 28 | Aviance Capital Partners, LLC | 60,616 | 682,000 | 0.09% | ||
| 29 | TRUST CO | 57,200 | 644,000 | 0.08% | ||
| 30 | AMERIPRISE FINANCIAL INC | 53,780 | 605,000 | 0.08% | ||
| 31 | AMERICAN INTERNATIONAL GROUP, INC. | 51,663 | 581,467 | 0.08% | ||
| 32 | Private Advisor Group, LLC | 45,180 | 509,000 | 0.07% | ||
| 33 | OPPENHEIMER & CO INC | 45,105 | 507,000 | 0.07% | ||
| 34 | Raymond James Financial Services Advisors, Inc. | 43,936 | 494,000 | 0.07% | ||
| 35 | STIFEL FINANCIAL CORP | 43,261 | 487,000 | 0.06% | ||
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,985 | 450,000 | 0.06% | ||
| 37 | WealthTrust Axiom LLC | 38,368 | 431,000 | 0.06% | ||
| 38 | Dana Investment Advisors, Inc. | 37,576 | 423,000 | 0.06% | ||
| 39 | CITIGROUP INC | 32,413 | 364,000 | 0.05% | ||
| 40 | Edge Wealth Management LLC | 31,250 | 353,000 | 0.05% | ||
| 41 | D.A. DAVIDSON & CO. | 29,948 | 337,000 | 0.04% | ||
| 42 | PNC FINANCIAL SERVICES GROUP, INC. | 29,369 | 331,000 | 0.04% | ||
| 43 | GUPTA WEALTH MANAGEMENT LLC | 28,964 | 326,000 | 0.04% | ||
| 44 | DOLIVER ADVISORS, LP | 27,275 | 307,000 | 0.04% | ||
| 45 | DAVENPORT & Co LLC | 25,990 | 292,522 | 0.04% | ||
| 46 | Donald L. Hagan, LLC | 25,400 | 286,000 | 0.04% | ||
| 47 | Confluence Wealth Management LLC | 24,397 | 275,000 | 0.04% | ||
| 48 | Concert Wealth Management Inc. | 28,960 | 258,000 | 0.03% | ||
| 49 | M&T BANK CORP | 22,418 | 252,000 | 0.03% | ||
| 50 | Valentine Capital Asset Management, Inc. | 22,245 | 250,000 | 0.03% |
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.
