| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HAYS ADVISORY LLC | 1,547,278 | 29,667,000 | 34.59% | ||
| 2 | MORGAN STANLEY | 886,272 | 16,994,000 | 19.82% | ||
| 3 | First Horizon Advisors, Inc. | 357,972 | 6,966,000 | 8.12% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 284,950 | 5,464,000 | 6.37% | ||
| 5 | WELLS FARGO & COMPANY/MN | 276,559 | 5,303,000 | 6.18% | ||
| 6 | CREDIT SUISSE AG/ | 267,109 | 5,122,000 | 5.97% | ||
| 7 | UBS AG | 139,952 | 2,683,000 | 3.13% | ||
| 8 | GOLDMAN SACHS GROUP INC | 125,290 | 2,402,000 | 2.80% | ||
| 9 | STEPHENS INC /AR/ | 97,834 | 1,876,000 | 2.19% | ||
| 10 | LPL Financial LLC | 93,741 | 1,797,000 | 2.10% | ||
| 11 | STIFEL FINANCIAL CORP | 54,034 | 1,036,000 | 1.21% | ||
| 12 | NATIONAL PLANNING CORP | 46,653 | 901,000 | 1.05% | ||
| 13 | SHEETS SMITH WEALTH MANAGEMENT | 47,000 | 901,000 | 1.05% | ||
| 14 | US BANCORP \DE\ | 30,000 | 575,000 | 0.67% | ||
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,715 | 512,000 | 0.60% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 25,388 | 487,000 | 0.57% | ||
| 17 | AMERIPRISE FINANCIAL INC | 25,434 | 481,000 | 0.56% | ||
| 18 | Prospera Financial Services Inc | 16,276 | 312,000 | 0.36% | ||
| 19 | Commonwealth Equity Services, Inc | 14,486 | 278,000 | 0.32% | ||
| 20 | ROYAL BANK OF CANADA | 13,829 | 266,000 | 0.31% | ||
| 21 | DEUTSCHE BANK AG\ | 13,822 | 264,000 | 0.31% | ||
| 22 | Visionary Asset Management, Inc. | 13,072 | 251,000 | 0.29% | ||
| 23 | HL FINANCIAL SERVICES LLC | 12,130 | 233,000 | 0.27% | ||
| 24 | Placemark Investments, Inc. | 8,157 | 156,000 | 0.18% | ||
| 25 | Creative Planning | 8,052 | 154,000 | 0.18% | ||
| 26 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,635 | 147,000 | 0.17% | ||
| 27 | AMERICAN INTERNATIONAL GROUP, INC. | 5,891 | 112,953 | 0.13% | ||
| 28 | FIFTH THIRD BANCORP | 4,443 | 85,000 | 0.10% | ||
| 29 | Blume Capital Management, Inc. | 3,451 | 66,000 | 0.08% | ||
| 30 | WFG Advisors, LP | 3,241 | 62,000 | 0.07% | ||
| 31 | B. Riley Wealth Management, Inc. | 3,171 | 61,000 | 0.07% | ||
| 32 | CITIGROUP INC | 2,499 | 48,000 | 0.06% | ||
| 33 | MSI Financial Services Inc | 1,698 | 33,000 | 0.04% | ||
| 34 | ENVESTNET ASSET MANAGEMENT INC | 1,203 | 23,000 | 0.03% | ||
| 35 | Tortoise Investment Management, LLC | 581 | 11,000 | 0.01% | ||
| 36 | BARCLAYS PLC | 540 | 10,000 | 0.01% | ||
| 37 | NEW ENGLAND SECURITIES CORP /MA/ | 406 | 8,000 | 0.01% | ||
| 38 | Winslow, Evans & Crocker, Inc. | 400 | 7,670 | 0.01% | ||
| 39 | Hudock, Inc. | 61 | 1,000 | 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.
