| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HAYS ADVISORY LLC | 1,310,248 | 26,742,000 | 19.38% | ||
| 2 | MORGAN STANLEY | 1,016,257 | 20,742,000 | 15.03% | ||
| 3 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 578,520 | 11,802,000 | 8.55% | ||
| 4 | ROYAL BANK OF CANADA | 577,928 | 11,796,000 | 8.55% | ||
| 5 | UBS Group AG | 572,182 | 11,678,000 | 8.46% | ||
| 6 | Legacy Private Trust Co. | 327,857 | 6,692,000 | 4.85% | ||
| 7 | DARWIN WEALTH MANAGEMENT, LLC | 278,766 | 5,690,000 | 4.12% | ||
| 8 | MILLENNIUM MANAGEMENT LLC | 265,019 | 5,409,000 | 3.92% | ||
| 9 | HL FINANCIAL SERVICES LLC | 144,286 | 2,945,000 | 2.13% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 137,874 | 2,816,000 | 2.04% | ||
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 122,058 | 2,491,000 | 1.81% | ||
| 12 | AllSquare Wealth Management LLC | 113,644 | 2,319,000 | 1.68% | ||
| 13 | LPL Financial LLC | 106,362 | 2,158,000 | 1.56% | ||
| 14 | BANK OF AMERICA CORP /DE/ | 104,865 | 2,140,000 | 1.55% | ||
| 15 | Stratos Wealth Partners, LTD. | 100,377 | 2,049,000 | 1.48% | ||
| 16 | Blue Edge Capital, LLC | 96,898 | 1,916,050 | 1.39% | ||
| 17 | SNS Financial Group, LLC | 74,624 | 1,523,000 | 1.10% | ||
| 18 | Janney Montgomery Scott LLC | 72,173 | 1,473,000 | 1.07% | ||
| 19 | STIFEL FINANCIAL CORP | 68,989 | 1,408,000 | 1.02% | ||
| 20 | ADVISOR GROUP, INC. | 61,568 | 1,257,000 | 0.91% | ||
| 21 | STRID GROUP, LLC | 53,549 | 1,093,000 | 0.79% | ||
| 22 | WAYNE HUMMER INVESTMENTS L.L.C. | 51,826 | 1,058,000 | 0.77% | ||
| 23 | Virtu KCG Holdings LLC | 49,128 | 1,003,000 | 0.73% | ||
| 24 | Creative Planning | 47,789 | 975,000 | 0.71% | ||
| 25 | JANE STREET GROUP, LLC | 46,577 | 951,000 | 0.69% | ||
| 26 | OLD MISSION CAPITAL, LLC | 39,798 | 812,000 | 0.59% | ||
| 27 | DAVENPORT & Co LLC | 37,067 | 756,000 | 0.55% | ||
| 28 | PROFICIO CAPITAL PARTNERS LLC | 35,846 | 732,000 | 0.53% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 34,564 | 705,000 | 0.51% | ||
| 30 | Visionary Asset Management, Inc. | 33,413 | 682,000 | 0.49% | ||
| 31 | Atria Investments, Inc | 31,712 | 647,000 | 0.47% | ||
| 32 | Hilltop Holdings Inc. | 27,600 | 563,000 | 0.41% | ||
| 33 | Cetera Advisor Networks LLC | 25,097 | 510,000 | 0.37% | ||
| 34 | Raymond James Financial Services Advisors, Inc. | 24,169 | 493,000 | 0.36% | ||
| 35 | First Horizon Advisors, Inc. | 17,861 | 364,000 | 0.26% | ||
| 36 | Efficient Market Advisors, LLC | 14,416 | 294,000 | 0.21% | ||
| 37 | WFG Advisors, LP | 13,943 | 285,000 | 0.21% | ||
| 38 | COMERICA BANK | 12,390 | 259,000 | 0.19% | ||
| 39 | MSI Financial Services Inc | 10,236 | 209,000 | 0.15% | ||
| 40 | Prospera Financial Services Inc | 9,728 | 200,000 | 0.14% | ||
| 41 | WELLS FARGO & COMPANY/MN | 5,390 | 110,000 | 0.08% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,559 | 94,000 | 0.07% | ||
| 43 | D.A. DAVIDSON & CO. | 2,500 | 51,000 | 0.04% | ||
| 44 | IFP ADVISORS, INC | 1,028 | 21,000 | 0.02% | ||
| 45 | INTEGRATED INVESTMENT CONSULTANTS, LLC | 933 | 19,000 | 0.01% | ||
| 46 | CREATIVE FINANCIAL DESIGNS INC /ADV | 730 | 15,000 | 0.01% | ||
| 47 | NEXT Financial Group, Inc | 600 | 12,000 | 0.01% | ||
| 48 | Orion Porfolio Solutions, LLC | 436 | 9,000 | 0.01% | ||
| 49 | CITIGROUP INC | 251 | 5,000 | 0.00% | ||
| 50 | BB&T INVESTMENT SERVICES, INC. | 103 | 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.
