| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,730,894 | 31,978,000 | 20.77% | ||
| 2 | WELLS FARGO & COMPANY/MN | 1,074,142 | 19,844,000 | 12.89% | ||
| 3 | UBS Group AG | 1,068,757 | 19,745,000 | 12.83% | ||
| 4 | Hoxton Financial, Inc. | 1,010,084 | 18,661,000 | 12.12% | ||
| 5 | WealthTrust Fairport, LLC | 550,781 | 10,176,000 | 6.61% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 420,425 | 7,767,000 | 5.05% | ||
| 7 | LPL Financial LLC | 312,137 | 5,821,000 | 3.78% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 308,681 | 5,703,000 | 3.70% | ||
| 9 | ROYAL BANK OF CANADA | 196,996 | 3,640,000 | 2.36% | ||
| 10 | JPMORGAN CHASE & CO | 140,467 | 2,595,000 | 1.69% | ||
| 11 | Robert W. Baird & Co. Inc | 130,724 | 2,415,000 | 1.57% | ||
| 12 | D.A. DAVIDSON & CO. | 118,977 | 2,198,000 | 1.43% | ||
| 13 | Prospera Financial Services Inc | 116,039 | 2,144,000 | 1.39% | ||
| 14 | Biondo Investment Advisors, LLC | 114,824 | 2,121,000 | 1.38% | ||
| 15 | OLD MISSION CAPITAL LLC | 114,195 | 2,110,000 | 1.37% | ||
| 16 | Cambridge Investment Research Advisors, Inc. | 101,773 | 1,880,000 | 1.22% | ||
| 17 | NewSquare Capital LLC | 75,868 | 1,402,000 | 0.91% | ||
| 18 | ENVESTNET ASSET MANAGEMENT INC | 68,149 | 1,259,000 | 0.82% | ||
| 19 | GOLDMAN SACHS GROUP INC | 59,301 | 1,096,000 | 0.71% | ||
| 20 | AMERICAN INTERNATIONAL GROUP, INC. | 58,572 | 1,082,118 | 0.70% | ||
| 21 | Janney Montgomery Scott LLC | 53,422 | 987,000 | 0.64% | ||
| 22 | STIFEL FINANCIAL CORP | 53,211 | 983,000 | 0.64% | ||
| 23 | STEPHENS INC /AR/ | 50,353 | 930,000 | 0.60% | ||
| 24 | AMERIPRISE FINANCIAL INC | 49,503 | 915,000 | 0.59% | ||
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44,574 | 824,000 | 0.54% | ||
| 26 | INVESTMENT CENTERS OF AMERICA INC | 38,003 | 699,000 | 0.45% | ||
| 27 | BLAIR WILLIAM & CO/IL | 31,050 | 573,000 | 0.37% | ||
| 28 | XPONANCE LLC | 30,913 | 571,000 | 0.37% | ||
| 29 | Commonwealth Equity Services, Inc | 26,407 | 488,000 | 0.32% | ||
| 30 | First Heartland Consultants, Inc. | 22,157 | 409,000 | 0.27% | ||
| 31 | HL FINANCIAL SERVICES LLC | 22,029 | 407,000 | 0.26% | ||
| 32 | Virtu KCG Holdings LLC | 19,328 | 357,000 | 0.23% | ||
| 33 | CITIGROUP INC | 18,310 | 338,000 | 0.22% | ||
| 34 | Concert Wealth Management Inc. | 16,249 | 278,000 | 0.18% | ||
| 35 | Stratos Wealth Partners, LTD. | 14,814 | 273,000 | 0.18% | ||
| 36 | Yorktown Management & Research Co Inc | 13,200 | 244,000 | 0.16% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 12,665 | 234,000 | 0.15% | ||
| 38 | OPPENHEIMER & CO INC | 11,211 | 207,000 | 0.13% | ||
| 39 | PNC FINANCIAL SERVICES GROUP, INC. | 7,398 | 137,000 | 0.09% | ||
| 40 | WEALTHCARE CAPITAL MANAGEMENT LLC | 7,200 | 133,000 | 0.09% | ||
| 41 | MSI Financial Services Inc | 4,896 | 90,000 | 0.06% | ||
| 42 | US BANCORP \DE\ | 3,970 | 74,000 | 0.05% | ||
| 43 | Creative Planning | 1,620 | 30,000 | 0.02% | ||
| 44 | HUNTINGTON NATIONAL BANK | 1,481 | 27,000 | 0.02% | ||
| 45 | Sunbelt Securities, Inc. | 1,194 | 26,844 | 0.02% | ||
| 46 | BENJAMIN F. EDWARDS & COMPANY, INC. | 1,233 | 23,000 | 0.01% | ||
| 47 | INVESTMENT PARTNERS, LTD. | 701 | 13,000 | 0.01% | ||
| 48 | B. Riley Wealth Management, Inc. | 601 | 11,000 | 0.01% | ||
| 49 | Winslow, Evans & Crocker, Inc. | 382 | 7,058 | 0.00% | ||
| 50 | BANK OF MONTREAL /CAN/ | 325 | 6,000 | 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.
