| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PHH INVESTMENTS, LTD. | 553,607 | 305,707,000 | 29.46% | ||
| 2 | MORGAN STANLEY | 537,630 | 55,984,000 | 5.39% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 430,785 | 44,858,000 | 4.32% | ||
| 4 | JPMORGAN CHASE & CO | 425,222 | 44,278,000 | 4.27% | ||
| 5 | Orion Porfolio Solutions, LLC | 416,763 | 43,398,000 | 4.18% | ||
| 6 | UBS Group AG | 359,495 | 37,434,000 | 3.61% | ||
| 7 | Janney Capital Management LLC | 358,846 | 37,366,000 | 3.60% | ||
| 8 | Freedom Investment Management, Inc. | 311,229 | 32,408,000 | 3.12% | ||
| 9 | KAYS FINANCIAL ADVISORY CORP /ADV | 284,178 | 29,591,000 | 2.85% | ||
| 10 | Regis Management CO LLC | 240,195 | 25,011,000 | 2.41% | ||
| 11 | WELLS FARGO & COMPANY/MN | 227,153 | 23,654,000 | 2.28% | ||
| 12 | Bartlett & Co. LLC | 201,820 | 21,016,000 | 2.02% | ||
| 13 | ROYAL BANK OF CANADA | 200,358 | 20,863,000 | 2.01% | ||
| 14 | Swan Global Investments, LLC | 180,412 | 18,716,000 | 1.80% | ||
| 15 | LPL Financial LLC | 138,753 | 14,462,000 | 1.39% | ||
| 16 | CORNERSTONE WEALTH MANAGEMENT, LLC | 123,066 | 12,827,000 | 1.24% | ||
| 17 | VICUS CAPITAL | 101,057 | 10,523,000 | 1.01% | ||
| 18 | FRONTIER INVESTMENT MGMT CO | 94,681 | 9,813,000 | 0.95% | ||
| 19 | Braver Wealth Management, LLC | 93,587 | 9,745,000 | 0.94% | ||
| 20 | Gateway Advisory, LLC | 90,781 | 9,453,000 | 0.91% | ||
| 21 | FRG FAMILY WEALTH ADVISORS LLC | 86,799 | 9,038,000 | 0.87% | ||
| 22 | ENVESTNET ASSET MANAGEMENT INC | 79,428 | 8,269,000 | 0.80% | ||
| 23 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 75,897 | 7,903,000 | 0.76% | ||
| 24 | BB&T SECURITIES, LLC | 72,173 | 7,791,000 | 0.75% | ||
| 25 | Raymond James Financial Services Advisors, Inc. | 70,946 | 7,388,000 | 0.71% | ||
| 26 | CAPTRUST FINANCIAL ADVISORS | 68,982 | 7,183,000 | 0.69% | ||
| 27 | Bouchey Financial Group Ltd | 68,557 | 7,139,000 | 0.69% | ||
| 28 | Cetera Advisors LLC | 65,223 | 6,795,000 | 0.65% | ||
| 29 | PINNACLE ASSOCIATES LTD | 62,590 | 6,518,000 | 0.63% | ||
| 30 | Yorktown Management & Research Co Inc | 60,000 | 6,248,000 | 0.60% | ||
| 31 | Commonwealth Equity Services, Inc | 59,622 | 6,208,000 | 0.60% | ||
| 32 | Occidental Asset Management, LLC | 58,238 | 6,064,000 | 0.58% | ||
| 33 | RAYMOND JAMES & ASSOCIATES | 56,751 | 5,909,000 | 0.57% | ||
| 34 | STIFEL FINANCIAL CORP | 56,356 | 5,857,000 | 0.56% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 45,985 | 4,789,000 | 0.46% | ||
| 36 | SCOTIA CAPITAL INC. | 45,582 | 4,747,000 | 0.46% | ||
| 37 | Cambridge Investment Research Advisors, Inc. | 43,030 | 4,481,000 | 0.43% | ||
| 38 | HL FINANCIAL SERVICES LLC | 39,935 | 4,158,000 | 0.40% | ||
| 39 | Destination Wealth Management | 39,326 | 4,095,000 | 0.39% | ||
| 40 | Madrona Financial Services, LLC | 37,316 | 3,886,000 | 0.37% | SH | |
| 41 | Mechanics Bank Trust Department | 36,277 | 3,778,000 | 0.36% | ||
| 42 | ADVISOR GROUP, INC. | 33,699 | 3,509,000 | 0.34% | ||
| 43 | Peak Asset Management, LLC | 29,552 | 3,077,000 | 0.30% | ||
| 44 | Strategic Advisors LLC | 28,801 | 2,999,000 | 0.29% | ||
| 45 | Fort Point Capital Partners LLC | 27,410 | 2,872,000 | 0.28% | ||
| 46 | Simplicity Solutions, LLC | 27,412 | 2,854,000 | 0.27% | ||
| 47 | CITADEL ADVISORS LLC | 27,237 | 2,836,000 | 0.27% | ||
| 48 | Paradigm Financial Advisors, LLC | 25,883 | 2,695,000 | 0.26% | ||
| 49 | BERGANKDV WEALTH MANAGEMENT, LLC | 25,663 | 2,672,000 | 0.26% | ||
| 50 | Fragasso Financial Advisors Inc | 25,666 | 2,672,000 | 0.26% |
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.
