| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 837,154 | 67,734,000 | 9.52% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 755,992 | 61,167,000 | 8.60% | ||
| 3 | WELLS FARGO & COMPANY/MN | 663,518 | 53,685,000 | 7.55% | ||
| 4 | MORGAN STANLEY | 645,766 | 52,249,000 | 7.34% | ||
| 5 | Marquette Asset Management, LLC | 456,921 | 36,969,000 | 5.20% | ||
| 6 | UBS Group AG | 438,157 | 35,451,000 | 4.98% | ||
| 7 | Commonwealth Equity Services, Inc | 342,629 | 27,722,000 | 3.90% | ||
| 8 | Raymond James Financial Services Advisors, Inc. | 283,501 | 22,938,000 | 3.22% | ||
| 9 | CUTLER INVESTMENT COUNSEL LLC | 281,680 | 22,791,000 | 3.20% | ||
| 10 | HENGEHOLD CAPITAL MANAGEMENT LLC | 265,958 | 21,519,000 | 3.02% | ||
| 11 | HighTower Advisors, LLC | 264,482 | 21,391,000 | 3.01% | ||
| 12 | FORTE CAPITAL LLC /ADV | 254,992 | 20,631,000 | 2.90% | ||
| 13 | LPL Financial LLC | 253,993 | 20,599,000 | 2.90% | ||
| 14 | WealthTrust-Arizona, LLC | 241,563 | 19,545,000 | 2.75% | ||
| 15 | BANK OF STOCKTON | 208,105 | 16,838,000 | 2.37% | ||
| 16 | New England Private Wealth Advisors LLC | 192,872 | 15,607,000 | 2.19% | ||
| 17 | Paracle Advisors, LLC | 183,480 | 14,845,000 | 2.09% | ||
| 18 | WELL DONE, LLC | 173,135 | 14,008,000 | 1.97% | ||
| 19 | ROYAL BANK OF CANADA | 141,722 | 11,466,000 | 1.61% | ||
| 20 | FINANCIAL CONSULATE, INC | 125,660 | 10,167,000 | 1.43% | ||
| 21 | REZNY WEALTH MANAGEMENT, INC. | 98,621 | 7,830,000 | 1.10% | ||
| 22 | Financial Architects, Inc | 95,905 | 7,760,000 | 1.09% | ||
| 23 | Sequoia Financial Advisors, LLC | 95,364 | 7,716,000 | 1.08% | ||
| 24 | Calamos Wealth Management LLC | 90,354 | 7,311,000 | 1.03% | ||
| 25 | CREDIT SUISSE AG/ | 78,858 | 6,380,000 | 0.90% | ||
| 26 | SHINE INVESTMENT ADVISORY SERVICES INC | 78,281 | 6,334,000 | 0.89% | ||
| 27 | MSI Financial Services Inc | 71,178 | 5,759,000 | 0.81% | ||
| 28 | RAYMOND JAMES & ASSOCIATES | 70,814 | 5,730,000 | 0.81% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 64,101 | 5,186,000 | 0.73% | ||
| 30 | ENVESTNET ASSET MANAGEMENT INC | 62,333 | 5,043,000 | 0.71% | ||
| 31 | AMERIPRISE FINANCIAL INC | 62,249 | 5,041,000 | 0.71% | ||
| 32 | AVIANCE CAPITAL MANAGEMENT, LLC | 57,314 | 4,637,000 | 0.65% | ||
| 33 | INVESTMENT CENTERS OF AMERICA INC | 56,792 | 4,600,000 | 0.65% | ||
| 34 | JANE STREET GROUP, LLC | 48,925 | 3,959,000 | 0.56% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 48,288 | 3,907,000 | 0.55% | ||
| 36 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 43,270 | 3,501,000 | 0.49% | ||
| 37 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 37,633 | 3,045,000 | 0.43% | ||
| 38 | NATIONAL PLANNING CORP | 35,722 | 3,003,000 | 0.42% | ||
| 39 | JPMORGAN CHASE & CO | 32,051 | 2,593,000 | 0.36% | ||
| 40 | CITIGROUP INC | 30,025 | 2,429,000 | 0.34% | ||
| 41 | CIBC Private Wealth Group LLC | 29,624 | 2,397,000 | 0.34% | ||
| 42 | SII INVESTMENTS INC/WI | 26,465 | 2,148,000 | 0.30% | ||
| 43 | ADVISOR GROUP, INC. | 25,955 | 2,098,000 | 0.29% | ||
| 44 | Jaffetilchin Investment Partners, LLC | 24,824 | 2,009,000 | 0.28% | ||
| 45 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22,231 | 1,799,000 | 0.25% | ||
| 46 | Private Advisor Group, LLC | 21,452 | 1,740,000 | 0.24% | ||
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,058 | 1,542,000 | 0.22% | ||
| 48 | Cordasco Financial Network | 16,947 | 1,371,000 | 0.19% | ||
| 49 | STIFEL FINANCIAL CORP | 14,568 | 1,179,000 | 0.17% | ||
| 50 | CUE ADVISORY SERVICES, INC. | 14,359 | 1,162,000 | 0.16% |
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.
