| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HAYS ADVISORY LLC | 2,880,234 | 62,357,000 | 21.28% | ||
| 2 | WELLS FARGO & COMPANY/MN | 2,194,791 | 47,516,000 | 16.22% | ||
| 3 | MORGAN STANLEY | 1,687,335 | 36,531,000 | 12.47% | ||
| 4 | Efficient Market Advisors, LLC | 1,500,698 | 32,490,000 | 11.09% | ||
| 5 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 604,820 | 13,094,000 | 4.47% | ||
| 6 | UBS Group AG | 587,456 | 12,719,000 | 4.34% | ||
| 7 | ROYAL BANK OF CANADA | 565,594 | 12,245,000 | 4.18% | ||
| 8 | DEGREEN CAPITAL MANAGEMENT LLC | 418,077 | 9,051,000 | 3.09% | ||
| 9 | Stratos Wealth Partners, LTD. | 408,735 | 8,849,000 | 3.02% | ||
| 10 | First Horizon Advisors, Inc. | 393,873 | 8,526,000 | 2.91% | ||
| 11 | STIFEL FINANCIAL CORP | 387,550 | 8,392,000 | 2.86% | ||
| 12 | Shamrock Asset Management LLC | 330,449 | 7,154,000 | 2.44% | ||
| 13 | HL FINANCIAL SERVICES LLC | 151,598 | 3,282,000 | 1.12% | ||
| 14 | LPL Financial LLC | 149,123 | 3,249,000 | 1.11% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 137,485 | 2,977,000 | 1.02% | ||
| 16 | DARWIN WEALTH MANAGEMENT, LLC | 114,782 | 2,485,000 | 0.85% | ||
| 17 | Blue Edge Capital, LLC | 86,570 | 1,874,241 | 0.64% | ||
| 18 | Visionary Asset Management, Inc. | 81,301 | 1,760,000 | 0.60% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 78,502 | 1,700,000 | 0.58% | ||
| 20 | SNS Financial Group, LLC | 69,696 | 1,509,000 | 0.51% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 69,587 | 1,507,000 | 0.51% | ||
| 22 | Atria Investments, Inc | 66,463 | 1,423,000 | 0.49% | ||
| 23 | Prospera Financial Services Inc | 64,893 | 1,405,000 | 0.48% | ||
| 24 | Janney Montgomery Scott LLC | 64,861 | 1,317,000 | 0.45% | ||
| 25 | Raymond James Financial Services Advisors, Inc. | 42,864 | 928,000 | 0.32% | ||
| 26 | ROWLAND CARMICHAEL ADVISORS INC /ADV | 42,689 | 924,000 | 0.32% | ||
| 27 | DAVENPORT & Co LLC | 39,390 | 852,794 | 0.29% | ||
| 28 | D.A. DAVIDSON & CO. | 38,726 | 838,000 | 0.29% | ||
| 29 | BANK OF AMERICA CORP /DE/ | 33,904 | 734,000 | 0.25% | ||
| 30 | Virtu KCG Holdings LLC | 31,252 | 677,000 | 0.23% | ||
| 31 | Hilltop Holdings Inc. | 27,600 | 598,000 | 0.20% | ||
| 32 | Cetera Advisor Networks LLC | 25,557 | 554,000 | 0.19% | ||
| 33 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 24,326 | 535,000 | 0.18% | ||
| 34 | OPPENHEIMER & CO INC | 23,325 | 505,000 | 0.17% | ||
| 35 | BENJAMIN F. EDWARDS & COMPANY, INC. | 19,501 | 422,000 | 0.14% | ||
| 36 | WFG Advisors, LP | 15,778 | 342,000 | 0.12% | ||
| 37 | ADVISOR GROUP, INC. | 15,274 | 329,000 | 0.11% | ||
| 38 | Cambridge Investment Research Advisors, Inc. | 15,128 | 328,000 | 0.11% | ||
| 39 | COMERICA BANK | 13,989 | 296,000 | 0.10% | ||
| 40 | Dynamic Advisor Solutions LLC | 11,702 | 253,000 | 0.09% | ||
| 41 | PROFICIO CAPITAL PARTNERS LLC | 8,889 | 185,000 | 0.06% | ||
| 42 | MSI Financial Services Inc | 5,680 | 123,000 | 0.04% | ||
| 43 | IFP ADVISORS, INC | 2,058 | 45,000 | 0.02% | ||
| 44 | JPMORGAN CHASE & CO | 1,962 | 42,000 | 0.01% | ||
| 45 | Creative Planning | 993 | 21,000 | 0.01% | ||
| 46 | INTEGRATED INVESTMENT CONSULTANTS, LLC | 933 | 20,000 | 0.01% | ||
| 47 | Orion Porfolio Solutions, LLC | 669 | 14,000 | 0.00% | ||
| 48 | NEXT Financial Group, Inc | 600 | 12,000 | 0.00% | ||
| 49 | CITIGROUP INC | 487 | 11,000 | 0.00% | ||
| 50 | PNC FINANCIAL SERVICES GROUP, INC. | 177 | 4,000 | 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.
