| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RiverFront Investment Group, LLC | 2,324,095 | 61,239,000 | 16.99% | ||
| 2 | PacWest Financial Management Inc | 227,895 | 60,050,000 | 16.66% | ||
| 3 | UBS Group AG | 1,895,765 | 49,953,000 | 13.86% | ||
| 4 | SHARKEY, HOWES & JAVER | 1,305,042 | 34,388,000 | 9.54% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 1,008,253 | 26,567,000 | 7.37% | ||
| 6 | MORGAN STANLEY | 947,129 | 24,957,000 | 6.92% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 939,119 | 24,746,000 | 6.87% | ||
| 8 | DELPHI PRIVATE ADVISORS LLC | 636,867 | 16,781,000 | 4.66% | ||
| 9 | Jacobus Wealth Management, Inc. | 438,374 | 11,551,000 | 3.21% | ||
| 10 | Summit Asset Management, LLC | 278,932 | 7,350,000 | 2.04% | ||
| 11 | ROYAL BANK OF CANADA | 275,758 | 7,266,000 | 2.02% | ||
| 12 | Janney Montgomery Scott LLC | 185,114 | 4,878,000 | 1.35% | ||
| 13 | BB&T SECURITIES, LLC | 173,721 | 4,581,000 | 1.27% | ||
| 14 | VALLEY NATIONAL ADVISERS INC | 117,667 | 3,101,000 | 0.86% | ||
| 15 | COLORADO CAPITAL MANAGEMENT, INC. | 102,545 | 2,702,000 | 0.75% | ||
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 84,047 | 2,214,000 | 0.61% | ||
| 17 | SCOTIA CAPITAL INC. | 83,259 | 2,193,000 | 0.61% | ||
| 18 | JANE STREET GROUP, LLC | 70,142 | 1,848,000 | 0.51% | ||
| 19 | OLD MISSION CAPITAL, LLC | 59,811 | 1,576,000 | 0.44% | ||
| 20 | ENVESTNET ASSET MANAGEMENT INC | 57,016 | 1,502,000 | 0.42% | ||
| 21 | CITADEL ADVISORS LLC | 46,889 | 1,236,000 | 0.34% | ||
| 22 | Carroll Financial Associates, Inc. | 42,531 | 1,120,000 | 0.31% | ||
| 23 | LPL Financial LLC | 42,015 | 1,114,000 | 0.31% | ||
| 24 | Virtu KCG Holdings LLC | 39,559 | 1,042,000 | 0.29% | ||
| 25 | FLOW TRADERS U.S. LLC | 28,645 | 755,000 | 0.21% | ||
| 26 | Capital Advisors, Ltd. LLC | 26,256 | 692,000 | 0.19% | ||
| 27 | J.P. Morgan Private Wealth Advisors LLC | 22,215 | 585,000 | 0.16% | ||
| 28 | Cetera Advisor Networks LLC | 21,815 | 576,000 | 0.16% | ||
| 29 | SG Americas Securities, LLC | 15,213 | 401,000 | 0.11% | ||
| 30 | Atria Investments, Inc | 13,645 | 360,000 | 0.10% | ||
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,917 | 341,000 | 0.09% | ||
| 32 | STIFEL FINANCIAL CORP | 12,300 | 327,000 | 0.09% | ||
| 33 | LVW Advisors, LLC | 11,626 | 306,000 | 0.08% | ||
| 34 | LINCOLN NATIONAL CORP | 10,844 | 286,000 | 0.08% | ||
| 35 | Rehmann Capital Advisory Group | 9,579 | 252,000 | 0.07% | ||
| 36 | FineMark National Bank & Trust | 9,430 | 248,000 | 0.07% | ||
| 37 | Raymond James Financial Services Advisors, Inc. | 9,362 | 247,000 | 0.07% | ||
| 38 | Commonwealth Equity Services, Inc | 7,918 | 209,000 | 0.06% | ||
| 39 | MSI Financial Services Inc | 7,321 | 193,000 | 0.05% | ||
| 40 | FIFTH THIRD BANCORP | 6,210 | 164,000 | 0.05% | ||
| 41 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,035 | 160,000 | 0.04% | ||
| 42 | WELLS FARGO & COMPANY/MN | 2,536 | 67,000 | 0.02% | ||
| 43 | GENEOS WEALTH MANAGEMENT INC. | 2,415 | 63,000 | 0.02% | ||
| 44 | ADVISOR GROUP, INC. | 1,736 | 45,000 | 0.01% | ||
| 45 | KRILOGY FINANCIAL LLC | 1,121 | 30,000 | 0.01% | ||
| 46 | BB&T INVESTMENT SERVICES, INC. | 872 | 23,000 | 0.01% | ||
| 47 | CITIGROUP INC | 842 | 22,000 | 0.01% | ||
| 48 | Legacy Wealth Management, Inc | 642 | 16,917 | 0.00% | ||
| 49 | Hudock, Inc. | 598 | 15,000 | 0.00% | ||
| 50 | US BANCORP \DE\ | 472 | 12,000 | 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.
