| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Wharton Business Group, LLC | 1,487,100 | 38,695,000 | 22.07% | ||
| 2 | BB&T SECURITIES, LLC | 142,203 | 37,001,000 | 21.11% | ||
| 3 | MORGAN STANLEY | 800,481 | 20,829,000 | 11.88% | ||
| 4 | BBVA USA Bancshares, Inc. | 749,605 | 19,505,000 | 11.13% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 743,592 | 19,348,000 | 11.04% | ||
| 6 | PACIFIC FINANCIAL GROUP INC | 507,547 | 13,207,000 | 7.53% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 169,762 | 4,417,000 | 2.52% | ||
| 8 | UBS AG | 111,133 | 2,892,000 | 1.65% | ||
| 9 | WELLS FARGO & COMPANY/MN | 100,346 | 2,611,000 | 1.49% | ||
| 10 | LPL Financial LLC | 85,597 | 2,227,000 | 1.27% | ||
| 11 | HighTower Advisors, LLC | 49,177 | 1,280,000 | 0.73% | ||
| 12 | CITIGROUP INC | 47,361 | 1,233,000 | 0.70% | ||
| 13 | Concert Wealth Management Inc. | 46,459 | 1,202,000 | 0.69% | ||
| 14 | Commonwealth Equity Services, Inc | 45,576 | 1,186,000 | 0.68% | ||
| 15 | JANE STREET GROUP, LLC | 44,843 | 1,167,000 | 0.67% | ||
| 16 | ROYAL BANK OF CANADA | 42,153 | 1,097,000 | 0.63% | ||
| 17 | Cambridge Investment Research Advisors, Inc. | 36,095 | 939,000 | 0.54% | ||
| 18 | Invesco Ltd. | 32,619 | 849,000 | 0.48% | ||
| 19 | Timber Hill LLC | 29,781 | 775,000 | 0.44% | ||
| 20 | AMERICAN INTERNATIONAL GROUP, INC. | 28,150 | 732,471 | 0.42% | ||
| 21 | OPPENHEIMER & CO INC | 24,829 | 646,000 | 0.37% | ||
| 22 | ACG Wealth | 19,544 | 509,000 | 0.29% | ||
| 23 | Janney Montgomery Scott LLC | 18,625 | 484,628 | 0.28% | ||
| 24 | Private Advisor Group, LLC | 17,205 | 448,000 | 0.26% | ||
| 25 | VICUS CAPITAL | 14,534 | 378,000 | 0.22% | ||
| 26 | Beacon Capital Management, Inc. | 10,926 | 284,000 | 0.16% | ||
| 27 | Cetera Advisor Networks LLC | 10,749 | 279,000 | 0.16% | ||
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,606 | 276,000 | 0.16% | ||
| 29 | Creative Planning | 6,000 | 156,000 | 0.09% | ||
| 30 | AMERIPRISE FINANCIAL INC | 5,449 | 142,000 | 0.08% | ||
| 31 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5,108 | 133,000 | 0.08% | ||
| 32 | B. Riley Wealth Management, Inc. | 3,578 | 93,000 | 0.05% | ||
| 33 | PNC FINANCIAL SERVICES GROUP, INC. | 3,245 | 84,000 | 0.05% | ||
| 34 | BARCLAYS PLC | 2,378 | 61,000 | 0.03% | ||
| 35 | People's United Financial, Inc. | 2,000 | 52,000 | 0.03% | ||
| 36 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,131 | 29,000 | 0.02% | ||
| 37 | FineMark National Bank & Trust | 894 | 23,000 | 0.01% | ||
| 38 | Gemmer Asset Management LLC | 448 | 13,000 | 0.01% | ||
| 39 | FIFTH THIRD BANCORP | 500 | 13,000 | 0.01% | ||
| 40 | D.A. DAVIDSON & CO. | 415 | 10,000 | 0.01% | ||
| 41 | US BANCORP \DE\ | 275 | 7,000 | 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.
