| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 791,235 | 66,643,000 | 9.21% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 735,675 | 61,962,000 | 8.56% | ||
| 3 | MORGAN STANLEY | 645,607 | 54,377,000 | 7.52% | ||
| 4 | WELLS FARGO & COMPANY/MN | 639,267 | 53,843,000 | 7.44% | ||
| 5 | UBS Group AG | 450,185 | 37,917,000 | 5.24% | ||
| 6 | HENGEHOLD CAPITAL MANAGEMENT LLC | 435,197 | 36,655,000 | 5.07% | ||
| 7 | Commonwealth Equity Services, Inc | 343,094 | 28,898,000 | 3.99% | ||
| 8 | CUTLER INVESTMENT COUNSEL LLC | 289,428 | 24,377,000 | 3.37% | ||
| 9 | HighTower Advisors, LLC | 280,475 | 23,625,000 | 3.27% | ||
| 10 | Raymond James Financial Services Advisors, Inc. | 271,678 | 22,882,000 | 3.16% | ||
| 11 | LPL Financial LLC | 262,733 | 21,954,000 | 3.03% | ||
| 12 | FORTE CAPITAL LLC /ADV | 250,412 | 21,091,000 | 2.91% | ||
| 13 | WealthTrust-Arizona, LLC | 240,851 | 20,286,000 | 2.80% | ||
| 14 | AVIANCE CAPITAL MANAGEMENT, LLC | 222,332 | 18,727,000 | 2.59% | ||
| 15 | BANK OF STOCKTON | 204,338 | 17,211,000 | 2.38% | ||
| 16 | Paracle Advisors, LLC | 190,989 | 16,086,000 | 2.22% | ||
| 17 | New England Private Wealth Advisors LLC | 190,024 | 16,006,000 | 2.21% | ||
| 18 | AMERIPRISE FINANCIAL INC | 175,631 | 14,793,000 | 2.04% | ||
| 19 | ROYAL BANK OF CANADA | 144,601 | 12,180,000 | 1.68% | ||
| 20 | WELL DONE, LLC | 137,429 | 11,575,000 | 1.60% | ||
| 21 | FINANCIAL CONSULATE, INC | 125,083 | 10,535,000 | 1.46% | ||
| 22 | RAYMOND JAMES & ASSOCIATES | 107,666 | 9,068,000 | 1.25% | ||
| 23 | SHINE INVESTMENT ADVISORY SERVICES INC | 98,454 | 8,292,000 | 1.15% | ||
| 24 | Financial Architects, Inc | 97,750 | 8,233,000 | 1.14% | ||
| 25 | REZNY WEALTH MANAGEMENT, INC. | 96,596 | 8,135,000 | 1.12% | ||
| 26 | Calamos Wealth Management LLC | 90,354 | 7,610,000 | 1.05% | ||
| 27 | Cambridge Investment Research Advisors, Inc. | 63,589 | 5,356,000 | 0.74% | ||
| 28 | MSI Financial Services Inc | 59,150 | 4,982,000 | 0.69% | ||
| 29 | INVESTMENT CENTERS OF AMERICA INC | 57,717 | 4,863,000 | 0.67% | ||
| 30 | CITADEL ADVISORS LLC | 50,047 | 4,215,000 | 0.58% | ||
| 31 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 43,915 | 3,699,000 | 0.51% | ||
| 32 | CITIGROUP INC | 43,228 | 3,641,000 | 0.50% | ||
| 33 | ENVESTNET ASSET MANAGEMENT INC | 42,929 | 3,616,000 | 0.50% | ||
| 34 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 37,633 | 3,170,000 | 0.44% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 36,786 | 3,099,000 | 0.43% | ||
| 36 | NATIONAL PLANNING CORP | 36,082 | 2,971,000 | 0.41% | ||
| 37 | SPC Financial, Inc. | 34,775 | 2,929,000 | 0.40% | ||
| 38 | JPMORGAN CHASE & CO | 32,656 | 2,750,000 | 0.38% | ||
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,786 | 2,593,000 | 0.36% | ||
| 40 | CIBC Private Wealth Group LLC | 29,523 | 2,487,000 | 0.34% | ||
| 41 | Private Advisor Group, LLC | 27,987 | 2,339,000 | 0.32% | ||
| 42 | STIFEL FINANCIAL CORP | 25,381 | 2,144,000 | 0.30% | ||
| 43 | ADVISOR GROUP, INC. | 25,052 | 2,110,000 | 0.29% | ||
| 44 | Jaffetilchin Investment Partners, LLC | 24,835 | 2,092,000 | 0.29% | ||
| 45 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22,829 | 1,923,000 | 0.27% | ||
| 46 | JANE STREET GROUP, LLC | 20,781 | 1,750,000 | 0.24% | ||
| 47 | Cordasco Financial Network | 16,947 | 1,371,000 | 0.19% | ||
| 48 | CUE ADVISORY SERVICES, INC. | 13,613 | 1,147,000 | 0.16% | ||
| 49 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 13,596 | 1,136,000 | 0.16% | ||
| 50 | BRR OpCo, LLC | 12,046 | 1,015,000 | 0.14% |
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.
