| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,043,722 | 75,863,000 | 13.32% | ||
| 2 | MORGAN STANLEY | 1,901,645 | 70,588,000 | 12.39% | ||
| 3 | LPL Financial LLC | 1,735,370 | 63,376,000 | 11.13% | ||
| 4 | WELLS FARGO & COMPANY/MN | 1,224,232 | 45,443,000 | 7.98% | ||
| 5 | RiverFront Investment Group, LLC | 894,890 | 33,218,000 | 5.83% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 596,502 | 22,142,000 | 3.89% | ||
| 7 | UBS Group AG | 591,466 | 21,955,000 | 3.85% | ||
| 8 | NIEMANN CAPITAL MANAGEMENT INC | 516,128 | 19,159,000 | 3.36% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 510,083 | 18,934,000 | 3.32% | ||
| 10 | ROYAL BANK OF CANADA | 364,452 | 13,529,000 | 2.38% | ||
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 357,509 | 13,271,000 | 2.33% | ||
| 12 | Janney Capital Management LLC | 335,850 | 12,466,000 | 2.19% | ||
| 13 | Janney Montgomery Scott LLC | 311,851 | 11,576,000 | 2.03% | ||
| 14 | Raymond James Financial Services Advisors, Inc. | 307,162 | 11,402,000 | 2.00% | ||
| 15 | GOLDMAN SACHS GROUP INC | 296,847 | 11,019,000 | 1.93% | ||
| 16 | New England Private Wealth Advisors LLC | 244,300 | 9,065,000 | 1.59% | ||
| 17 | Commonwealth Equity Services, Inc | 223,461 | 8,295,000 | 1.46% | ||
| 18 | CARDAN CAPITAL PARTNERS, LLC | 172,418 | 6,400,000 | 1.12% | ||
| 19 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 170,842 | 6,342,000 | 1.11% | ||
| 20 | Invesco Ltd. | 170,139 | 6,316,000 | 1.11% | ||
| 21 | Smart Portfolios, LLC | 163,831 | 5,991,000 | 1.05% | ||
| 22 | CORNERSTONE FINANCIAL PARTNERS, LLC | 159,382 | 5,911,000 | 1.04% | ||
| 23 | Kovack Advisors, Inc. | 147,158 | 5,463,000 | 0.96% | ||
| 24 | NATIONAL PLANNING CORP | 143,340 | 5,297,000 | 0.93% | ||
| 25 | WESPAC ADVISORS SOCAL, LLC | 136,425 | 5,064,096 | 0.89% | ||
| 26 | AMERICAN INTERNATIONAL GROUP, INC. | 112,858 | 4,189,000 | 0.74% | ||
| 27 | HighTower Advisors, LLC | 110,699 | 4,111,000 | 0.72% | ||
| 28 | CEDAR CAPITAL, LLC | 110,636 | 4,107,000 | 0.72% | ||
| 29 | HSBC HOLDINGS PLC | 96,151 | 3,569,000 | 0.63% | ||
| 30 | Cambridge Investment Research Advisors, Inc. | 92,443 | 3,431,000 | 0.60% | ||
| 31 | STIFEL FINANCIAL CORP | 84,384 | 3,132,000 | 0.55% | ||
| 32 | BB&T SECURITIES, LLC | 83,635 | 3,104,000 | 0.54% | ||
| 33 | BAROMETER CAPITAL MANAGEMENT INC. | 83,400 | 3,096,000 | 0.54% | ||
| 34 | JANE STREET GROUP, LLC | 82,362 | 3,057,000 | 0.54% | ||
| 35 | VICUS CAPITAL | 75,824 | 2,815,000 | 0.49% | ||
| 36 | AMERIPRISE FINANCIAL INC | 64,269 | 2,377,000 | 0.42% | ||
| 37 | CAVALIER INVESTMENTS, LLC | 59,312 | 2,201,661 | 0.39% | ||
| 38 | Private Advisor Group, LLC | 49,664 | 1,844,000 | 0.32% | ||
| 39 | Legacy Private Trust Co. | 45,357 | 1,684,000 | 0.30% | ||
| 40 | JPMORGAN CHASE & CO | 35,889 | 1,332,000 | 0.23% | ||
| 41 | MSI Financial Services Inc | 34,390 | 1,277,000 | 0.22% | ||
| 42 | Cetera Advisor Networks LLC | 29,153 | 1,080,000 | 0.19% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 27,285 | 1,012,000 | 0.18% | ||
| 44 | HIGH POINT BANK & TRUST CO | 26,642 | 989,000 | 0.17% | ||
| 45 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 25,797 | 958,000 | 0.17% | ||
| 46 | Simplicity Solutions, LLC | 25,598 | 950,000 | 0.17% | ||
| 47 | Sigma Planning Corp | 25,284 | 939,000 | 0.16% | ||
| 48 | Baker Avenue Asset Management, LP | 21,929 | 814,000 | 0.14% | ||
| 49 | OPPENHEIMER & CO INC | 15,333 | 569,000 | 0.10% | ||
| 50 | Partnervest Advisory Services LLC | 14,250 | 529,000 | 0.09% |
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.