| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TIEDEMANN TRUST CO | 2,000,526 | 98,426,000 | 20.56% | ||
| 2 | LPL Financial LLC | 958,589 | 46,837,000 | 9.78% | ||
| 3 | WELL DONE, LLC | 951,959 | 46,836,000 | 9.78% | ||
| 4 | MORGAN STANLEY | 779,800 | 38,367,000 | 8.01% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 633,120 | 31,149,000 | 6.51% | ||
| 6 | WELLS FARGO & COMPANY/MN | 541,463 | 26,640,000 | 5.56% | ||
| 7 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | 322,130 | 15,849,000 | 3.31% | ||
| 8 | TIEDEMANN ADVISORS, LLC | 286,738 | 14,108,000 | 2.95% | ||
| 9 | RETIREMENT DESIGN & MANAGEMENT INC /ADV | 273,379 | 13,450,000 | 2.81% | ||
| 10 | BANK OF STOCKTON | 247,830 | 12,193,000 | 2.55% | ||
| 11 | UBS Group AG | 245,739 | 12,090,000 | 2.53% | ||
| 12 | GOLDMAN SACHS GROUP INC | 219,252 | 10,787,000 | 2.25% | ||
| 13 | Financial Architects, Inc | 208,831 | 10,274,000 | 2.15% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 199,860 | 9,833,000 | 2.05% | ||
| 15 | CITADEL ADVISORS LLC | 173,251 | 8,524,000 | 1.78% | ||
| 16 | REZNY WEALTH MANAGEMENT, INC. | 157,280 | 7,738,000 | 1.62% | ||
| 17 | HighTower Advisors, LLC | 146,274 | 7,196,000 | 1.50% | ||
| 18 | PARK AVENUE SECURITIES LLC | 143,413 | 7,056,000 | 1.47% | ||
| 19 | Commonwealth Equity Services, Inc | 115,082 | 5,662,000 | 1.18% | ||
| 20 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 111,165 | 5,469,000 | 1.14% | ||
| 21 | JANE STREET GROUP, LLC | 88,456 | 4,352,000 | 0.91% | ||
| 22 | RAYMOND JAMES & ASSOCIATES | 64,397 | 3,168,000 | 0.66% | ||
| 23 | SHINE INVESTMENT ADVISORY SERVICES INC | 60,675 | 2,985,000 | 0.62% | ||
| 24 | HT Partners LLC | 60,377 | 2,917,000 | 0.61% | ||
| 25 | ROYAL BANK OF CANADA | 57,859 | 2,847,000 | 0.59% | ||
| 26 | Chevy Chase Trust Holdings, LLC | 54,279 | 2,671,000 | 0.56% | ||
| 27 | Transamerica Financial Advisors, LLC | 51,283 | 2,524,000 | 0.53% | ||
| 28 | CIBC Private Wealth Group LLC | 45,665 | 2,247,000 | 0.47% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 45,254 | 2,227,000 | 0.47% | ||
| 30 | Tower Research Capital LLC (TRC) | 37,146 | 1,828,000 | 0.38% | ||
| 31 | VICUS CAPITAL | 37,143 | 1,827,000 | 0.38% | ||
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,869 | 1,617,000 | 0.34% | ||
| 33 | Virtu Financial LLC | 27,273 | 1,342,000 | 0.28% | ||
| 34 | CREDIT SUISSE AG/ | 27,154 | 1,336,000 | 0.28% | ||
| 35 | CITIGROUP INC | 21,944 | 1,080,000 | 0.23% | ||
| 36 | Raymond James Financial Services Advisors, Inc. | 20,236 | 996,000 | 0.21% | ||
| 37 | AMERICAN INTERNATIONAL GROUP, INC. | 19,277 | 948,000 | 0.20% | ||
| 38 | GREENLEAF TRUST | 15,600 | 768,000 | 0.16% | ||
| 39 | MSI Financial Services Inc | 14,127 | 695,000 | 0.15% | ||
| 40 | PEDDOCK CAPITAL ADVISORS, LLC | 13,932 | 685,000 | 0.14% | ||
| 41 | ALESCO ADVISORS LLC | 13,562 | 667,000 | 0.14% | ||
| 42 | Virtu KCG Holdings LLC | 13,394 | 659,000 | 0.14% | ||
| 43 | VSR Financial Services, Inc. | 11,353 | 559,000 | 0.12% | ||
| 44 | AMERIPRISE FINANCIAL INC | 11,155 | 549,000 | 0.11% | ||
| 45 | IndexIQ Advisors LLC | 10,540 | 518,000 | 0.11% | ||
| 46 | GLENMEDE TRUST CO NA | 10,264 | 504,000 | 0.11% | ||
| 47 | MILLENNIUM MANAGEMENT LLC | 9,708 | 478,000 | 0.10% | ||
| 48 | BB&T SECURITIES, LLC | 9,637 | 474,000 | 0.10% | ||
| 49 | IFP ADVISORS, INC | 9,437 | 464,000 | 0.10% | ||
| 50 | SIGNATUREFD, LLC | 9,051 | 445,000 | 0.09% |
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.
