| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,197,448 | 39,796,000 | 21.17% | ||
| 2 | WELLS FARGO & COMPANY/MN | 1,637,951 | 29,663,000 | 15.78% | ||
| 3 | UBS Group AG | 1,217,643 | 22,052,000 | 11.73% | ||
| 4 | Hoxton Financial, Inc. | 1,043,102 | 18,891,000 | 10.05% | ||
| 5 | WealthTrust Fairport, LLC | 566,199 | 10,254,000 | 5.45% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 429,762 | 7,783,000 | 4.14% | ||
| 7 | LPL Financial LLC | 392,324 | 6,913,000 | 3.68% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 370,182 | 6,704,000 | 3.57% | ||
| 9 | NewSquare Capital LLC | 267,715 | 4,848,000 | 2.58% | ||
| 10 | ROYAL BANK OF CANADA | 253,728 | 4,595,000 | 2.44% | ||
| 11 | Prospera Financial Services Inc | 179,769 | 3,256,000 | 1.73% | ||
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 163,375 | 2,957,000 | 1.57% | ||
| 13 | JPMORGAN CHASE & CO | 147,462 | 2,671,000 | 1.42% | ||
| 14 | BAIRD FINANCIAL GROUP, INC. | 141,057 | 2,555,000 | 1.36% | ||
| 15 | Biondo Investment Advisors, LLC | 120,091 | 2,175,000 | 1.16% | ||
| 16 | Cambridge Investment Research Advisors, Inc. | 119,601 | 2,166,000 | 1.15% | ||
| 17 | D.A. DAVIDSON & CO. | 118,051 | 2,137,000 | 1.14% | ||
| 18 | Commonwealth Equity Services, Inc | 95,026 | 1,721,000 | 0.92% | ||
| 19 | BENJAMIN F. EDWARDS & COMPANY, INC. | 80,890 | 1,465,000 | 0.78% | ||
| 20 | STEPHENS INC /AR/ | 78,912 | 1,429,000 | 0.76% | ||
| 21 | ENVESTNET ASSET MANAGEMENT INC | 78,442 | 1,421,000 | 0.76% | ||
| 22 | GOLDMAN SACHS GROUP INC | 71,096 | 1,288,000 | 0.69% | ||
| 23 | CITADEL ADVISORS LLC | 69,291 | 1,254,000 | 0.67% | ||
| 24 | Janney Montgomery Scott LLC | 52,685 | 954,125 | 0.51% | ||
| 25 | AMERIPRISE FINANCIAL INC | 46,077 | 834,000 | 0.44% | ||
| 26 | STIFEL FINANCIAL CORP | 41,306 | 748,000 | 0.40% | ||
| 27 | INVESTMENT CENTERS OF AMERICA INC | 37,735 | 681,000 | 0.36% | ||
| 28 | AMERICAN INTERNATIONAL GROUP, INC. | 36,536 | 661,667 | 0.35% | ||
| 29 | Virtu KCG Holdings LLC | 31,064 | 563,000 | 0.30% | ||
| 30 | CITIGROUP INC | 28,179 | 510,000 | 0.27% | ||
| 31 | BLAIR WILLIAM & CO/IL | 27,994 | 506,000 | 0.27% | ||
| 32 | MANAGED ACCOUNT ADVISORS LLC | 26,129 | 473,000 | 0.25% | ||
| 33 | NATIONAL PLANNING CORP | 23,664 | 407,000 | 0.22% | ||
| 34 | HL FINANCIAL SERVICES LLC | 21,285 | 385,000 | 0.20% | ||
| 35 | Transamerica Financial Advisors, LLC | 21,128 | 383,000 | 0.20% | ||
| 36 | Concert Wealth Management Inc. | 20,529 | 370,000 | 0.20% | ||
| 37 | OPPENHEIMER & CO INC | 17,477 | 317,000 | 0.17% | ||
| 38 | First Heartland Consultants, Inc. | 16,557 | 300,000 | 0.16% | ||
| 39 | VSR Financial Services, Inc. | 15,362 | 278,000 | 0.15% | ||
| 40 | FLOW TRADERS U.S. LLC | 14,469 | 262,000 | 0.14% | ||
| 41 | MSI Financial Services Inc | 14,045 | 254,000 | 0.14% | ||
| 42 | Yorktown Management & Research Co Inc | 13,200 | 239,000 | 0.13% | ||
| 43 | WFG Advisors, LP | 13,035 | 236,000 | 0.13% | ||
| 44 | Stratos Wealth Partners, LTD. | 11,129 | 202,000 | 0.11% | ||
| 45 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 9,256 | 171,000 | 0.09% | ||
| 46 | PNC FINANCIAL SERVICES GROUP, INC. | 7,398 | 134,000 | 0.07% | ||
| 47 | US BANCORP \DE\ | 4,278 | 78,000 | 0.04% | ||
| 48 | Simplicity Solutions, LLC | 1,000 | 18,110 | 0.01% | ||
| 49 | NEXT Financial Group, Inc | 860 | 15,000 | 0.01% | ||
| 50 | Sunbelt Securities, Inc. | 586 | 10,612 | 0.01% |
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.