| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HAYS ADVISORY LLC | 1,453,491 | 49,099,000 | 35.63% | ||
| 2 | First Horizon Advisors, Inc. | 615,803 | 19,866,000 | 14.42% | ||
| 3 | MORGAN STANLEY | 568,519 | 19,204,000 | 13.94% | ||
| 4 | Efficient Market Advisors, LLC | 531,499 | 17,954,000 | 13.03% | ||
| 5 | Composition Wealth, LLC | 234,978 | 7,938,000 | 5.76% | ||
| 6 | ROYAL BANK OF CANADA | 76,090 | 2,570,000 | 1.87% | ||
| 7 | JPMORGAN CHASE & CO | 67,378 | 2,276,000 | 1.65% | ||
| 8 | LPL Financial LLC | 65,512 | 2,213,000 | 1.61% | ||
| 9 | Robert W. Baird & Co. Inc | 61,510 | 2,078,000 | 1.51% | ||
| 10 | BB&T SECURITIES, LLC | 6,035 | 2,038,000 | 1.48% | ||
| 11 | Visionary Asset Management, Inc. | 50,449 | 1,704,000 | 1.24% | ||
| 12 | BBVA USA Bancshares, Inc. | 49,980 | 1,688,000 | 1.22% | ||
| 13 | Blue Edge Capital, LLC | 43,396 | 1,465,917 | 1.06% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 37,887 | 1,280,000 | 0.93% | ||
| 15 | Virtu KCG Holdings LLC | 37,867 | 1,278,000 | 0.93% | ||
| 16 | STIFEL FINANCIAL CORP | 35,622 | 1,203,000 | 0.87% | ||
| 17 | COMERICA SECURITIES INC | 27,638 | 934,000 | 0.68% | ||
| 18 | D.A. DAVIDSON & CO. | 21,200 | 716,000 | 0.52% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 19,188 | 648,000 | 0.47% | ||
| 20 | STERNE AGEE GROUP, INC. | 16,577 | 560,000 | 0.41% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,947 | 268,000 | 0.19% | ||
| 22 | CREDIT SUISSE AG/ | 6,540 | 221,000 | 0.16% | ||
| 23 | Prospera Financial Services Inc | 6,475 | 219,000 | 0.16% | ||
| 24 | WELLS FARGO & COMPANY/MN | 3,747 | 127,000 | 0.09% | ||
| 25 | AMERICAN INTERNATIONAL GROUP, INC. | 2,717 | 91,780 | 0.07% | ||
| 26 | B. Riley Wealth Management, Inc. | 2,340 | 79,000 | 0.06% | ||
| 27 | Regal Investment Advisors LLC | 900 | 30,000 | 0.02% | ||
| 28 | NEXT Financial Group, Inc | 600 | 19,000 | 0.01% | ||
| 29 | MSI Financial Services Inc | 300 | 10,000 | 0.01% | ||
| 30 | WFG Advisors, LP | 200 | 7,000 | 0.01% | ||
| 31 | CITIGROUP INC | 150 | 5,000 | 0.00% | ||
| 32 | Orion Porfolio Solutions, LLC | 157 | 5,000 | 0.00% | ||
| 33 | Tower Research Capital LLC (TRC) | 72 | 2,000 | 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.
