| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PACIFIC FINANCIAL GROUP INC | 820,226 | 60,065,000 | 13.13% | ||
| 2 | MORGAN STANLEY | 561,527 | 41,120,000 | 8.99% | ||
| 3 | WELLS FARGO & COMPANY/MN | 513,387 | 37,595,000 | 8.22% | ||
| 4 | FundX Investment Group, LLC | 430,148 | 31,500,000 | 6.88% | ||
| 5 | UBS AG | 396,525 | 29,038,000 | 6.35% | ||
| 6 | Marquette Asset Management, LLC | 387,475 | 28,375,000 | 6.20% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 355,710 | 26,049,000 | 5.69% | ||
| 8 | LPL Financial LLC | 271,467 | 19,880,000 | 4.34% | ||
| 9 | CUTLER INVESTMENT COUNSEL LLC | 248,237 | 18,178,000 | 3.97% | ||
| 10 | New England Private Wealth Advisors LLC | 222,379 | 16,276,000 | 3.56% | ||
| 11 | BANK OF STOCKTON | 179,658 | 13,156,000 | 2.88% | ||
| 12 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 163,464 | 11,970,000 | 2.62% | ||
| 13 | Commonwealth Equity Services, Inc | 149,860 | 10,974,000 | 2.40% | ||
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 112,300 | 8,224,000 | 1.80% | ||
| 15 | JPMORGAN CHASE & CO | 106,653 | 7,810,000 | 1.71% | ||
| 16 | ROYAL BANK OF CANADA | 101,781 | 7,453,000 | 1.63% | ||
| 17 | Jaffetilchin Investment Partners, LLC | 99,195 | 7,264,000 | 1.59% | ||
| 18 | JANE STREET GROUP, LLC | 85,128 | 6,234,000 | 1.36% | ||
| 19 | DAVENPORT & Co LLC | 83,325 | 6,101,890 | 1.33% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 73,161 | 5,358,000 | 1.17% | ||
| 21 | Cordasco Financial Network | 69,576 | 5,095,000 | 1.11% | ||
| 22 | AMERICAN INTERNATIONAL GROUP, INC. | 69,167 | 5,065,100 | 1.11% | ||
| 23 | SPC Financial, Inc. | 61,990 | 4,540,000 | 0.99% | ||
| 24 | GOLDMAN SACHS GROUP INC | 61,823 | 4,527,000 | 0.99% | ||
| 25 | NEW ENGLAND SECURITIES CORP /MA/ | 48,082 | 3,521,000 | 0.77% | ||
| 26 | CREDIT SUISSE AG/ | 42,446 | 3,108,000 | 0.68% | ||
| 27 | RAYMOND JAMES & ASSOCIATES | 40,949 | 2,999,000 | 0.66% | ||
| 28 | BAROMETER CAPITAL MANAGEMENT INC. | 38,900 | 2,848,000 | 0.62% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 30,961 | 2,267,000 | 0.50% | ||
| 30 | Advisors Preferred, LLC | 25,642 | 1,877,763 | 0.41% | ||
| 31 | DRW Securities, LLC | 25,515 | 1,868,000 | 0.41% | ||
| 32 | NATIONAL PLANNING CORP | 24,494 | 1,829,000 | 0.40% | ||
| 33 | BRR OpCo, LLC | 24,102 | 1,765,000 | 0.39% | ||
| 34 | FIRST MIDWEST BANK TRUST DIVISION | 22,725 | 1,664,000 | 0.36% | ||
| 35 | Merriman Wealth Management, LLC | 21,127 | 1,514,000 | 0.33% | ||
| 36 | DEUTSCHE BANK AG\ | 20,269 | 1,484,000 | 0.32% | ||
| 37 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19,356 | 1,417,000 | 0.31% | ||
| 38 | CIBC Private Wealth Group LLC | 18,300 | 1,367,000 | 0.30% | ||
| 39 | First Allied Advisory Services, Inc. | 18,351 | 1,346,000 | 0.29% | ||
| 40 | Cambridge Investment Research Advisors, Inc. | 16,923 | 1,239,000 | 0.27% | ||
| 41 | Placemark Investments, Inc. | 15,792 | 1,156,000 | 0.25% | ||
| 42 | HighTower Advisors, LLC | 13,747 | 1,007,000 | 0.22% | ||
| 43 | MSI Financial Services Inc | 11,417 | 836,000 | 0.18% | ||
| 44 | VSR Financial Services, Inc. | 11,218 | 821,000 | 0.18% | ||
| 45 | CITIGROUP INC | 10,949 | 802,000 | 0.18% | ||
| 46 | BANQUE PICTET & CIE SA | 10,800 | 791,000 | 0.17% | ||
| 47 | Murphy Pohlad Asset Management LLC | 10,246 | 750,000 | 0.16% | ||
| 48 | STIFEL FINANCIAL CORP | 7,924 | 580,000 | 0.13% | ||
| 49 | Private Advisor Group, LLC | 7,725 | 566,000 | 0.12% | ||
| 50 | Kistler-Tiffany Companies, LLC | 7,430 | 544,000 | 0.12% |
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.
