| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 378,751 | 65,304,000 | 14.81% | ||
| 2 | BANK OF MONTREAL /CAN/ | 317,905 | 54,813,000 | 12.43% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 248,231 | 42,800,000 | 9.71% | ||
| 4 | WELLS FARGO & COMPANY/MN | 153,689 | 26,499,000 | 6.01% | ||
| 5 | ARS Wealth Advisors, LLC | 128,384 | 22,136,000 | 5.02% | ||
| 6 | Brookstone Capital Management | 105,856 | 18,252,000 | 4.14% | ||
| 7 | LPL Financial LLC | 94,962 | 16,229,000 | 3.68% | ||
| 8 | ROYAL BANK OF CANADA | 91,240 | 15,731,000 | 3.57% | ||
| 9 | BROWN ADVISORY INC | 86,458 | 14,907,000 | 3.38% | ||
| 10 | Braver Wealth Management, LLC | 74,114 | 12,778,796 | 2.90% | ||
| 11 | UBS Group AG | 59,168 | 10,202,000 | 2.31% | ||
| 12 | SPINNAKER TRUST | 53,222 | 9,177,000 | 2.08% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 51,353 | 8,854,000 | 2.01% | ||
| 14 | GOLDMAN SACHS GROUP INC | 50,248 | 8,664,000 | 1.97% | ||
| 15 | SPC Financial, Inc. | 49,751 | 8,578,000 | 1.95% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 43,883 | 7,567,000 | 1.72% | ||
| 17 | MURPHY CAPITAL MANAGEMENT INC | 43,255 | 7,458,000 | 1.69% | ||
| 18 | AVALON CAPITAL MANAGEMENT | 27,706 | 4,777,000 | 1.08% | ||
| 19 | Commonwealth Equity Services, Inc | 27,214 | 4,692,000 | 1.06% | ||
| 20 | Clark Capital Management Group, Inc. | 26,204 | 4,518,000 | 1.02% | ||
| 21 | AMERICAN INTERNATIONAL GROUP, INC. | 25,114 | 4,330,214 | 0.98% | ||
| 22 | CREDIT SUISSE AG/ | 24,473 | 4,220,000 | 0.96% | ||
| 23 | SG Americas Securities, LLC | 19,071 | 3,288,000 | 0.75% | ||
| 24 | OPPENHEIMER & CO INC | 18,732 | 3,230,000 | 0.73% | ||
| 25 | ENVESTNET ASSET MANAGEMENT INC | 18,408 | 3,174,000 | 0.72% | ||
| 26 | Estate Counselors, LLC | 15,155 | 2,613,000 | 0.59% | ||
| 27 | Pinnacle Advisory Group, Inc. | 14,667 | 2,528,000 | 0.57% | ||
| 28 | MSI Financial Services Inc | 14,433 | 2,489,000 | 0.56% | ||
| 29 | PATTEN & PATTEN INC/TN | 12,830 | 2,212,000 | 0.50% | ||
| 30 | STIFEL FINANCIAL CORP | 12,823 | 2,211,000 | 0.50% | ||
| 31 | BB&T SECURITIES, LLC | 1,240 | 2,138,000 | 0.48% | ||
| 32 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 11,942 | 2,057,000 | 0.47% | ||
| 33 | Cetera Advisor Networks LLC | 11,804 | 2,034,000 | 0.46% | ||
| 34 | VSR Financial Services, Inc. | 10,183 | 1,756,000 | 0.40% | ||
| 35 | CIBC WORLD MARKET INC. | 10,122 | 1,745,000 | 0.40% | ||
| 36 | CAHILL FINANCIAL ADVISORS INC | 9,831 | 1,696,000 | 0.38% | ||
| 37 | COOKSON PEIRCE & CO INC | 9,388 | 1,619,000 | 0.37% | SH | |
| 38 | BANK HAPOALIM BM | 56,270 | 1,606,000 | 0.36% | ||
| 39 | PICTET ASSET MANAGEMENT LTD | 9,393 | 1,578,000 | 0.36% | ||
| 40 | D.A. DAVIDSON & CO. | 9,048 | 1,560,000 | 0.35% | ||
| 41 | JPMORGAN CHASE & CO | 8,018 | 1,382,000 | 0.31% | ||
| 42 | Sigma Planning Corp | 7,205 | 1,242,000 | 0.28% | ||
| 43 | INVESTMENT CENTERS OF AMERICA INC | 7,128 | 1,226,000 | 0.28% | ||
| 44 | Karp Capital Management Corp | 6,890 | 1,188,000 | 0.27% | ||
| 45 | Asset Management Group, Inc. | 6,840 | 1,179,000 | 0.27% | ||
| 46 | WESPAC Advisors, LLC | 6,364 | 1,097,000 | 0.25% | ||
| 47 | STRINGER ASSET MANAGEMENT, LLC | 6,143 | 1,059,000 | 0.24% | ||
| 48 | Koshinski Asset Management, Inc. | 6,114 | 1,054,000 | 0.24% | ||
| 49 | SII INVESTMENTS INC/WI | 5,626 | 984,000 | 0.22% | ||
| 50 | Hilltop Holdings Inc. | 5,343 | 921,000 | 0.21% |
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.
