| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | USCA RIA LLC | 18,641,164 | 131,721,000 | 18.38% | ||
| 2 | GFS Advisors, LLC | 18,641,164 | 131,721,000 | 18.38% | ||
| 3 | WELLS FARGO & COMPANY/MN | 498,109 | 70,492,000 | 9.84% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 382,061 | 54,070,000 | 7.54% | ||
| 5 | WBI INVESTMENTS, LLC | 378,711 | 53,595,000 | 7.48% | ||
| 6 | MORGAN STANLEY | 372,158 | 52,668,000 | 7.35% | ||
| 7 | UBS Group AG | 298,289 | 42,214,000 | 5.89% | ||
| 8 | SG Americas Securities, LLC | 162,170 | 22,950,000 | 3.20% | ||
| 9 | LPL Financial LLC | 101,140 | 14,402,000 | 2.01% | ||
| 10 | STRID GROUP, LLC | 90,888 | 12,862,000 | 1.79% | ||
| 11 | Knowledge Leaders Capital, LLC | 90,004 | 12,737,000 | 1.78% | ||
| 12 | SFMG, LLC | 62,429 | 8,835,000 | 1.23% | ||
| 13 | Ifrah Financial Services, Inc. | 46,410 | 6,568,000 | 0.92% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 38,960 | 5,514,000 | 0.77% | ||
| 15 | FMR LLC | 37,800 | 5,349,000 | 0.75% | ||
| 16 | JANE STREET GROUP, LLC | 37,386 | 5,291,000 | 0.74% | ||
| 17 | JAMES INVESTMENT RESEARCH, INC. | 37,093 | 5,249,000 | 0.73% | ||
| 18 | LifePlan Financial Group, Inc | 33,044 | 4,676,000 | 0.65% | ||
| 19 | ROYAL BANK OF CANADA | 32,569 | 4,609,000 | 0.64% | ||
| 20 | CARDAN CAPITAL PARTNERS, LLC | 32,113 | 4,545,000 | 0.63% | ||
| 21 | AMERIPRISE FINANCIAL INC | 31,674 | 4,484,000 | 0.63% | ||
| 22 | STIFEL FINANCIAL CORP | 26,161 | 3,702,000 | 0.52% | ||
| 23 | AMERICAN INTERNATIONAL GROUP, INC. | 22,936 | 3,246,000 | 0.45% | ||
| 24 | Transamerica Financial Advisors, LLC | 21,315 | 3,017,000 | 0.42% | ||
| 25 | WEALTHSOURCE PARTNERS, LLC | 21,125 | 2,990,000 | 0.42% | ||
| 26 | KEYBANK NATIONAL ASSOCIATION/OH | 20,122 | 2,848,000 | 0.40% | ||
| 27 | DAVENPORT & Co LLC | 19,055 | 2,696,664 | 0.38% | ||
| 28 | Swan Global Investments, LLC | 16,514 | 2,322,000 | 0.32% | ||
| 29 | UMB Bank, n.a. | 16,207 | 2,293,000 | 0.32% | ||
| 30 | WEALTHCARE CAPITAL MANAGEMENT LLC | 16,034 | 2,269,000 | 0.32% | ||
| 31 | STEPHENS INC /AR/ | 14,740 | 2,086,000 | 0.29% | ||
| 32 | Financial Management Professionals, Inc. | 13,435 | 1,901,000 | 0.27% | ||
| 33 | Hudock, Inc. | 12,729 | 1,801,000 | 0.25% | ||
| 34 | CUTLER INVESTMENT COUNSEL LLC | 12,676 | 1,794,000 | 0.25% | ||
| 35 | TRUIST FINANCIAL CORP | 11,077 | 1,568,000 | 0.22% | ||
| 36 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 11,001 | 1,557,000 | 0.22% | ||
| 37 | SYNOVUS FINANCIAL CORP | 9,874 | 1,398,000 | 0.20% | ||
| 38 | HL FINANCIAL SERVICES LLC | 9,073 | 1,284,000 | 0.18% | ||
| 39 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,780 | 1,242,000 | 0.17% | ||
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,565 | 1,212,000 | 0.17% | ||
| 41 | Commonwealth Equity Services, Inc | 8,533 | 1,208,000 | 0.17% | ||
| 42 | BAIRD FINANCIAL GROUP, INC. | 8,093 | 1,145,000 | 0.16% | ||
| 43 | INTERACTIVE FINANCIAL ADVISORS, INC. | 7,597 | 1,075,000 | 0.15% | ||
| 44 | ENVESTNET ASSET MANAGEMENT INC | 7,334 | 1,038,000 | 0.14% | ||
| 45 | CITADEL ADVISORS LLC | 7,318 | 1,036,000 | 0.14% | ||
| 46 | NewEdge Advisors, LLC | 7,029 | 992,000 | 0.14% | ||
| 47 | First Allied Advisory Services, Inc. | 6,445 | 913,000 | 0.13% | ||
| 48 | NATIONAL PLANNING CORP | 6,136 | 867,000 | 0.12% | ||
| 49 | SCOTIA CAPITAL INC. | 5,875 | 832,000 | 0.12% | ||
| 50 | COLONY GROUP LLC | 5,600 | 793,000 | 0.11% |
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.
