| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Beaumont Financial Partners, LLC | 559,747 | 19,474,000 | 21.46% | ||
| 2 | TRUE PRIVATE WEALTH ADVISORS | 298,816 | 10,395,000 | 11.46% | ||
| 3 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 154,223 | 5,365,000 | 5.91% | ||
| 4 | BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 151,982 | 5,287,000 | 5.83% | ||
| 5 | Commonwealth Equity Services, Inc | 135,049 | 4,698,000 | 5.18% | ||
| 6 | Cambridge Investment Research Advisors, Inc. | 114,726 | 3,991,000 | 4.40% | ||
| 7 | VICUS CAPITAL | 89,594 | 3,117,000 | 3.44% | ||
| 8 | RAND WEALTH, LLC | 80,865 | 2,813,000 | 3.10% | ||
| 9 | MORGAN STANLEY | 80,514 | 2,802,000 | 3.09% | ||
| 10 | WELLS FARGO & COMPANY/MN | 78,769 | 2,740,000 | 3.02% | ||
| 11 | SPINNAKER TRUST | 77,311 | 2,690,000 | 2.96% | ||
| 12 | SMITH CHAS P & ASSOCIATES PA CPAS | 74,872 | 2,605,000 | 2.87% | ||
| 13 | ARS Wealth Advisors, LLC | 72,739 | 2,531,000 | 2.79% | ||
| 14 | Advisory Services Network, LLC | 68,014 | 2,366,000 | 2.61% | ||
| 15 | LIDO ADVISORS, LLC | 57,788 | 2,010,000 | 2.22% | ||
| 16 | Sigma Planning Corp | 43,360 | 1,509,000 | 1.66% | ||
| 17 | WAYNE HUMMER INVESTMENTS L.L.C. | 42,869 | 1,491,000 | 1.64% | ||
| 18 | ALLEGIS INVESTMENT ADVISORS, LLC | 35,694 | 1,242,000 | 1.37% | ||
| 19 | SUNTRUST BANKS INC | 35,222 | 1,225,000 | 1.35% | ||
| 20 | LPL Financial LLC | 31,933 | 1,111,000 | 1.22% | ||
| 21 | BANK OF AMERICA CORP /DE/ | 30,090 | 1,046,000 | 1.15% | ||
| 22 | NORTHERN TRUST CORP | 24,369 | 848,000 | 0.93% | ||
| 23 | GLOBAL RETIREMENT PARTNERS, LLC | 22,988 | 800,000 | 0.88% | ||
| 24 | GOLDMAN SACHS GROUP INC | 21,290 | 741,000 | 0.82% | ||
| 25 | JANE STREET GROUP, LLC | 20,793 | 723,000 | 0.80% | ||
| 26 | Rehmann Capital Advisory Group | 20,207 | 703,000 | 0.77% | ||
| 27 | Traynor Capital Management, Inc. | 20,058 | 699,000 | 0.77% | ||
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,850 | 691,000 | 0.76% | ||
| 29 | CREATIVE FINANCIAL DESIGNS INC /ADV | 19,121 | 665,000 | 0.73% | ||
| 30 | LYNCH & ASSOCIATES/IN | 16,875 | 587,000 | 0.65% | ||
| 31 | ADVISOR GROUP, INC. | 15,574 | 542,000 | 0.60% | ||
| 32 | FDx Advisors, Inc. | 11,083 | 386,000 | 0.43% | ||
| 33 | NEWFOUND RESEARCH LLC | 11,021 | 383,000 | 0.42% | ||
| 34 | FMA ADVISORY INC | 9,689 | 337,000 | 0.37% | ||
| 35 | WHALEROCK POINT PARTNERS, LLC | 8,492 | 295,000 | 0.33% | ||
| 36 | SNOWDEN CAPITAL ADVISORS LLC | 7,703 | 267,971 | 0.30% | ||
| 37 | AUSDAL FINANCIAL PARTNERS, INC. | 7,298 | 254,000 | 0.28% | ||
| 38 | FMR LLC | 7,218 | 251,000 | 0.28% | ||
| 39 | HECK CAPITAL ADVISORS, LLC | 6,613 | 230,066 | 0.25% | ||
| 40 | SYNOVUS FINANCIAL CORP | 4,587 | 159,000 | 0.18% | ||
| 41 | ROYAL BANK OF CANADA | 3,889 | 135,000 | 0.15% | ||
| 42 | UBS Group AG | 3,814 | 133,000 | 0.15% | ||
| 43 | JPMORGAN CHASE & CO | 3,330 | 116,000 | 0.13% | ||
| 44 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,704 | 59,000 | 0.07% | ||
| 45 | KRILOGY FINANCIAL LLC | 1,634 | 57,000 | 0.06% | ||
| 46 | IFP ADVISORS, INC | 1,585 | 55,000 | 0.06% | ||
| 47 | Shamrock Asset Management LLC | 1,504 | 52,000 | 0.06% | ||
| 48 | WFG Advisors, LP | 940 | 33,000 | 0.04% | ||
| 49 | CWM, LLC | 343 | 12,000 | 0.01% | ||
| 50 | CITIGROUP INC | 100 | 3,000 | 0.00% |
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.
