| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 179,157 | 77,779,000 | 15.29% | ||
| 2 | MORGAN STANLEY | 1,463,440 | 63,543,000 | 12.49% | ||
| 3 | Invesco Ltd. | 1,103,521 | 47,915,000 | 9.42% | ||
| 4 | WELLS FARGO & COMPANY/MN | 739,402 | 32,105,000 | 6.31% | ||
| 5 | UBS Group AG | 724,174 | 31,444,000 | 6.18% | ||
| 6 | Raymond James Financial Services Advisors, Inc. | 702,234 | 30,491,000 | 6.00% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 629,191 | 27,319,000 | 5.37% | ||
| 8 | LPL Financial LLC | 438,492 | 19,079,000 | 3.75% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 361,211 | 15,684,000 | 3.08% | ||
| 10 | MSI Financial Services Inc | 335,452 | 14,565,000 | 2.86% | ||
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 330,993 | 14,372,000 | 2.83% | ||
| 12 | AMERIPRISE FINANCIAL INC | 316,018 | 13,800,000 | 2.71% | ||
| 13 | Atria Investments, Inc | 296,692 | 12,882,000 | 2.53% | ||
| 14 | STIFEL FINANCIAL CORP | 242,475 | 10,505,000 | 2.07% | ||
| 15 | ADVISOR GROUP, INC. | 174,423 | 7,572,000 | 1.49% | ||
| 16 | ROYAL BANK OF CANADA | 134,593 | 5,845,000 | 1.15% | ||
| 17 | Commonwealth Equity Services, Inc | 130,831 | 5,681,000 | 1.12% | ||
| 18 | Estate Counselors, LLC | 129,610 | 5,628,000 | 1.11% | ||
| 19 | MONEYWISE, INC. | 126,311 | 5,484,000 | 1.08% | ||
| 20 | HUNTINGTON NATIONAL BANK | 99,862 | 4,336,000 | 0.85% | PRN | |
| 21 | Gateway Advisory, LLC | 90,948 | 3,949,000 | 0.78% | ||
| 22 | TRUE PRIVATE WEALTH ADVISORS | 90,254 | 3,816,000 | 0.75% | ||
| 23 | Private Advisor Group, LLC | 71,183 | 3,078,000 | 0.61% | ||
| 24 | HEFTY WEALTH PARTNERS | 69,693 | 3,026,000 | 0.60% | ||
| 25 | CITADEL ADVISORS LLC | 64,031 | 2,780,000 | 0.55% | ||
| 26 | ASHFORD CAPITAL MANAGEMENT INC | 60,922 | 2,645,000 | 0.52% | ||
| 27 | BAIRD FINANCIAL GROUP, INC. | 60,339 | 2,620,000 | 0.52% | ||
| 28 | SG Americas Securities, LLC | 55,296 | 2,401,000 | 0.47% | ||
| 29 | GOLDMAN SACHS GROUP INC | 54,554 | 2,369,000 | 0.47% | ||
| 30 | Janney Montgomery Scott LLC | 51,926 | 2,255,000 | 0.44% | ||
| 31 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 50,000 | 2,171,000 | 0.43% | ||
| 32 | JPMORGAN CHASE & CO | 49,250 | 2,138,000 | 0.42% | ||
| 33 | NATIONAL PLANNING CORP | 49,320 | 2,076,000 | 0.41% | ||
| 34 | First Heartland Consultants, Inc. | 41,479 | 1,801,000 | 0.35% | ||
| 35 | Stratos Wealth Partners, LTD. | 40,899 | 1,776,000 | 0.35% | ||
| 36 | Cambridge Investment Research Advisors, Inc. | 40,724 | 1,768,000 | 0.35% | ||
| 37 | SII INVESTMENTS INC/WI | 32,710 | 1,419,000 | 0.28% | ||
| 38 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,691 | 1,419,000 | 0.28% | ||
| 39 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 33,117 | 1,412,000 | 0.28% | ||
| 40 | JT STRATFORD LLC | 32,083 | 1,393,000 | 0.27% | ||
| 41 | VICUS CAPITAL | 31,077 | 1,349,000 | 0.27% | ||
| 42 | ENVESTNET ASSET MANAGEMENT INC | 29,787 | 1,294,000 | 0.25% | ||
| 43 | Fragasso Financial Advisors Inc | 29,793 | 1,293,000 | 0.25% | ||
| 44 | D.A. DAVIDSON & CO. | 25,751 | 1,118,000 | 0.22% | ||
| 45 | FDx Advisors, Inc. | 20,698 | 899,000 | 0.18% | ||
| 46 | GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC | 20,494 | 890,000 | 0.18% | ||
| 47 | Partnervest Advisory Services LLC | 16,571 | 720,000 | 0.14% | ||
| 48 | SMITH, MOORE & CO. | 16,150 | 701,000 | 0.14% | ||
| 49 | PARAGON WEALTH STRATEGIES, LLC | 14,708 | 639,000 | 0.13% | ||
| 50 | LIDO ADVISORS, LLC | 13,077 | 568,000 | 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.
