| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 646,666 | 32,333,000 | 14.28% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 550,537 | 27,527,000 | 12.15% | ||
| 3 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 349,629 | 17,496,000 | 7.73% | ||
| 4 | GOLDMAN SACHS GROUP INC | 296,992 | 14,850,000 | 6.56% | ||
| 5 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 229,902 | 11,495,000 | 5.08% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 167,291 | 8,365,000 | 3.69% | ||
| 7 | Sigma Planning Corp | 128,323 | 6,416,000 | 2.83% | ||
| 8 | WELLS FARGO & COMPANY/MN | 126,511 | 6,325,000 | 2.79% | ||
| 9 | STEWARDSHIP FINANCIAL ADVISORS, LLC | 116,056 | 5,803,000 | 2.56% | ||
| 10 | UBS Group AG | 113,098 | 5,655,000 | 2.50% | ||
| 11 | HOLLENCREST CAPITAL MANAGEMENT | 109,570 | 5,479,000 | 2.42% | ||
| 12 | Mariner, LLC | 102,393 | 5,119,000 | 2.26% | ||
| 13 | PARAGON WEALTH STRATEGIES, LLC | 91,323 | 4,566,000 | 2.02% | ||
| 14 | Freedom Investment Management, Inc. | 85,229 | 4,261,000 | 1.88% | ||
| 15 | Commonwealth Equity Services, Inc | 83,267 | 4,163,000 | 1.84% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 81,492 | 4,075,000 | 1.80% | ||
| 17 | LPL Financial LLC | 75,809 | 3,789,000 | 1.67% | ||
| 18 | NORTHSTAR INVESTMENT ADVISORS LLC | 69,986 | 3,499,000 | 1.55% | ||
| 19 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 68,814 | 3,447,000 | 1.52% | ||
| 20 | Rehmann Capital Advisory Group | 68,178 | 3,409,000 | 1.51% | ||
| 21 | HighTower Advisors, LLC | 62,241 | 3,117,000 | 1.38% | ||
| 22 | ROYAL BANK OF CANADA | 61,071 | 3,054,000 | 1.35% | ||
| 23 | LEE FINANCIAL CORP | 51,787 | 2,589,000 | 1.14% | ||
| 24 | STERLING INVESTMENT ADVISORS LLC /ADV | 51,045 | 2,552,000 | 1.13% | ||
| 25 | AMERIPRISE FINANCIAL INC | 50,216 | 2,478,000 | 1.09% | ||
| 26 | Hilltop Holdings Inc. | 47,361 | 2,368,000 | 1.05% | ||
| 27 | Parasol Investment Management, LLC | 46,150 | 2,308,000 | 1.02% | ||
| 28 | NORTHWEST INVESTMENT COUNSELORS, LLC | 42,928 | 2,146,000 | 0.95% | ||
| 29 | JT STRATFORD LLC | 41,896 | 2,095,000 | 0.93% | ||
| 30 | HORAN SECURITIES, INC. | 37,367 | 1,875,000 | 0.83% | ||
| 31 | Provident Investment Management, Inc. | 34,950 | 1,748,000 | 0.77% | ||
| 32 | Orion Porfolio Solutions, LLC | 27,582 | 1,379,000 | 0.61% | ||
| 33 | ASSET DEDICATION, LLC | 27,422 | 1,371,000 | 0.61% | ||
| 34 | RAND WEALTH, LLC | 26,757 | 1,338,000 | 0.59% | ||
| 35 | Bank of New York Mellon Corp | 25,705 | 1,285,000 | 0.57% | ||
| 36 | JPMORGAN CHASE & CO | 22,515 | 1,126,000 | 0.50% | ||
| 37 | Cetera Advisor Networks LLC | 20,416 | 1,025,000 | 0.45% | ||
| 38 | PINNACLE FAMILY ADVISORS, LLC | 20,485 | 1,024,000 | 0.45% | ||
| 39 | ENVESTNET ASSET MANAGEMENT INC | 19,887 | 995,000 | 0.44% | ||
| 40 | Virtu KCG Holdings LLC | 17,569 | 878,000 | 0.39% | ||
| 41 | M Holdings Securities, Inc. | 16,852 | 843,000 | 0.37% | ||
| 42 | CITADEL ADVISORS LLC | 16,089 | 804,000 | 0.36% | ||
| 43 | WAYNE HUMMER INVESTMENTS L.L.C. | 15,232 | 762,000 | 0.34% | ||
| 44 | CIBC WORLD MARKET INC. | 14,618 | 731,000 | 0.32% | ||
| 45 | Homrich & Berg | 14,225 | 711,000 | 0.31% | ||
| 46 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | 13,501 | 675,000 | 0.30% | ||
| 47 | ADVISOR GROUP, INC. | 11,060 | 554,000 | 0.24% | ||
| 48 | Ironwood Financial, llc | 11,083 | 554,000 | 0.24% | ||
| 49 | VICUS CAPITAL | 10,137 | 507,000 | 0.22% | ||
| 50 | Cambridge Investment Research Advisors, Inc. | 8,974 | 449,000 | 0.20% |
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.
