| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 214,743 | 31,009,000 | 15.73% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 129,192 | 18,655,000 | 9.46% | ||
| 3 | ARS Wealth Advisors, LLC | 103,172 | 14,898,000 | 7.56% | ||
| 4 | GOLDMAN SACHS GROUP INC | 100,630 | 14,531,000 | 7.37% | ||
| 5 | BROWN ADVISORY INC | 79,158 | 11,431,000 | 5.80% | ||
| 6 | SPINNAKER TRUST | 70,678 | 10,206,000 | 5.18% | ||
| 7 | SPC Financial, Inc. | 62,908 | 9,084,000 | 4.61% | ||
| 8 | ROYAL BANK OF CANADA | 50,906 | 7,352,000 | 3.73% | ||
| 9 | WELLS FARGO & COMPANY/MN | 44,956 | 6,491,000 | 3.29% | ||
| 10 | EFG Private Wealth Management (Americas) Corp. | 44,564 | 6,435,000 | 3.26% | ||
| 11 | MSI Financial Services Inc | 41,206 | 5,950,000 | 3.02% | ||
| 12 | LPL Financial LLC | 37,916 | 5,599,000 | 2.84% | ||
| 13 | MURPHY CAPITAL MANAGEMENT INC | 35,314 | 5,099,000 | 2.59% | ||
| 14 | Commonwealth Equity Services, Inc | 22,819 | 3,295,000 | 1.67% | ||
| 15 | Virtu Financial LLC | 19,320 | 2,790,000 | 1.42% | ||
| 16 | CITADEL ADVISORS LLC | 18,350 | 2,650,000 | 1.34% | ||
| 17 | UBS Group AG | 17,672 | 2,551,000 | 1.29% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 16,791 | 2,425,000 | 1.23% | ||
| 19 | CREDIT SUISSE AG/ | 15,862 | 2,290,000 | 1.16% | ||
| 20 | JANE STREET GROUP, LLC | 13,239 | 1,912,000 | 0.97% | ||
| 21 | Cetera Advisor Networks LLC | 12,829 | 1,850,000 | 0.94% | ||
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,122 | 1,606,000 | 0.81% | ||
| 23 | ENVESTNET ASSET MANAGEMENT INC | 10,713 | 1,547,000 | 0.78% | ||
| 24 | AMERIPRISE FINANCIAL INC | 9,674 | 1,404,000 | 0.71% | ||
| 25 | CAHILL FINANCIAL ADVISORS INC | 9,359 | 1,352,000 | 0.69% | ||
| 26 | PATTEN & PATTEN INC/TN | 9,180 | 1,326,000 | 0.67% | ||
| 27 | SII INVESTMENTS INC/WI | 9,315 | 1,319,000 | 0.67% | ||
| 28 | JPMORGAN CHASE & CO | 8,537 | 1,232,000 | 0.62% | ||
| 29 | FRANKLIN RESOURCES INC | 7,815 | 1,138,000 | 0.58% | ||
| 30 | ADVISOR GROUP, INC. | 7,628 | 1,100,000 | 0.56% | ||
| 31 | BANK OF MONTREAL /CAN/ | 6,961 | 1,005,000 | 0.51% | ||
| 32 | INVESTMENT CENTERS OF AMERICA INC | 6,923 | 997,000 | 0.51% | ||
| 33 | Raymond James Financial Services Advisors, Inc. | 6,837 | 987,000 | 0.50% | ||
| 34 | Asset Management Group, Inc. | 6,374 | 920,000 | 0.47% | ||
| 35 | Virtu KCG Holdings LLC | 5,681 | 820,000 | 0.42% | ||
| 36 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 5,625 | 813,000 | 0.41% | ||
| 37 | Koshinski Asset Management, Inc. | 5,625 | 812,000 | 0.41% | ||
| 38 | Hilltop Holdings Inc. | 5,343 | 771,000 | 0.39% | ||
| 39 | Janney Montgomery Scott LLC | 4,502 | 689,000 | 0.35% | ||
| 40 | US BANCORP \DE\ | 4,334 | 626,000 | 0.32% | ||
| 41 | Bank of New York Mellon Corp | 4,175 | 603,000 | 0.31% | ||
| 42 | Texas Yale Capital Corp. | 3,725 | 538,000 | 0.27% | ||
| 43 | HSBC HOLDINGS PLC | 3,395 | 490,000 | 0.25% | ||
| 44 | Advisory Services Network, LLC | 3,148 | 455,000 | 0.23% | ||
| 45 | Karp Capital Management Corp | 2,970 | 429,000 | 0.22% | ||
| 46 | BB&T SECURITIES, LLC | 2,964 | 428,000 | 0.22% | ||
| 47 | Pinnacle Advisory Group, Inc. | 2,635 | 380,000 | 0.19% | ||
| 48 | J.P. Morgan Private Wealth Advisors LLC | 2,628 | 380,000 | 0.19% | ||
| 49 | STIFEL FINANCIAL CORP | 2,588 | 375,000 | 0.19% | ||
| 50 | IFP ADVISORS, INC | 2,593 | 374,000 | 0.19% |
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.
