| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,183,117 | 40,650,000 | 23.12% | ||
| 2 | UBS AG | 1,594,966 | 29,698,000 | 16.89% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,378,803 | 25,673,000 | 14.60% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 967,822 | 18,021,000 | 10.25% | ||
| 5 | Hoxton Financial, Inc. | 597,297 | 11,122,000 | 6.33% | ||
| 6 | WealthTrust Fairport, LLC | 522,079 | 9,721,000 | 5.53% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 390,735 | 7,275,000 | 4.14% | ||
| 8 | LPL Financial LLC | 221,607 | 4,126,000 | 2.35% | ||
| 9 | BB&T SECURITIES, LLC | 18,285 | 3,404,000 | 1.94% | ||
| 10 | D.A. DAVIDSON & CO. | 179,480 | 3,341,000 | 1.90% | ||
| 11 | ROYAL BANK OF CANADA | 164,847 | 3,069,000 | 1.75% | ||
| 12 | Robert W. Baird & Co. Inc | 137,096 | 2,553,000 | 1.45% | ||
| 13 | Cambridge Investment Research Advisors, Inc. | 98,106 | 1,827,000 | 1.04% | ||
| 14 | Biondo Investment Advisors, LLC | 85,874 | 1,599,000 | 0.91% | ||
| 15 | Prospera Financial Services Inc | 79,291 | 1,476,000 | 0.84% | ||
| 16 | NewSquare Capital LLC | 62,148 | 1,157,000 | 0.66% | ||
| 17 | Janney Montgomery Scott LLC | 57,936 | 1,078,769 | 0.61% | ||
| 18 | Creative Planning | 50,826 | 946,000 | 0.54% | ||
| 19 | ENVESTNET ASSET MANAGEMENT INC | 50,061 | 932,000 | 0.53% | ||
| 20 | STEPHENS INC /AR/ | 46,865 | 873,000 | 0.50% | ||
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41,217 | 767,000 | 0.44% | ||
| 22 | DEUTSCHE BANK AG\ | 41,150 | 766,000 | 0.44% | ||
| 23 | JPMORGAN CHASE & CO | 40,354 | 751,000 | 0.43% | ||
| 24 | AMERIPRISE FINANCIAL INC | 35,599 | 663,000 | 0.38% | ||
| 25 | Commonwealth Equity Services, Inc | 29,615 | 551,000 | 0.31% | ||
| 26 | XPONANCE LLC | 23,570 | 438,000 | 0.25% | ||
| 27 | STIFEL FINANCIAL CORP | 22,029 | 410,000 | 0.23% | ||
| 28 | HL FINANCIAL SERVICES LLC | 21,861 | 407,000 | 0.23% | ||
| 29 | CITIGROUP INC | 18,090 | 337,000 | 0.19% | ||
| 30 | AMERICAN INTERNATIONAL GROUP, INC. | 16,172 | 301,123 | 0.17% | ||
| 31 | HighTower Advisors, LLC | 15,508 | 289,000 | 0.16% | ||
| 32 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 12,168 | 225,000 | 0.13% | ||
| 33 | Private Advisor Group, LLC | 11,969 | 223,000 | 0.13% | ||
| 34 | Stratos Wealth Partners, LTD. | 11,459 | 213,000 | 0.12% | ||
| 35 | Raymond James Financial Services Advisors, Inc. | 11,016 | 205,000 | 0.12% | ||
| 36 | Concert Wealth Management Inc. | 11,709 | 201,000 | 0.11% | ||
| 37 | OPPENHEIMER & CO INC | 10,341 | 193,000 | 0.11% | ||
| 38 | MSI Financial Services Inc | 4,825 | 90,000 | 0.05% | ||
| 39 | Antonetti Capital Management LLC | 3,632 | 68,000 | 0.04% | ||
| 40 | NEW ENGLAND SECURITIES CORP /MA/ | 2,599 | 48,000 | 0.03% | ||
| 41 | BENJAMIN F. EDWARDS & COMPANY, INC. | 2,519 | 47,000 | 0.03% | ||
| 42 | WFG Advisors, LP | 1,360 | 25,000 | 0.01% | ||
| 43 | B. Riley Wealth Management, Inc. | 601 | 11,000 | 0.01% | ||
| 44 | US BANCORP \DE\ | 607 | 11,000 | 0.01% | ||
| 45 | Winslow, Evans & Crocker, Inc. | 382 | 7,113 | 0.00% | ||
| 46 | B. Riley Wealth Advisors, Inc. | 176 | 3,280 | 0.00% | ||
| 47 | Regal Investment Advisors LLC | 75 | 1,000 | 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.
