| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 210,043 | 27,096,000 | 9.55% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 193,503 | 24,962,000 | 8.80% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 176,621 | 22,784,000 | 8.03% | ||
| 4 | MORGAN STANLEY | 166,014 | 21,416,000 | 7.55% | ||
| 5 | NIEMANN CAPITAL MANAGEMENT INC | 116,987 | 15,091,000 | 5.32% | ||
| 6 | WELLS FARGO & COMPANY/MN | 91,727 | 11,833,000 | 4.17% | ||
| 7 | ADVISOR GROUP, INC. | 91,484 | 11,799,000 | 4.16% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 84,830 | 10,944,000 | 3.86% | ||
| 9 | LPL Financial LLC | 74,572 | 9,620,000 | 3.39% | ||
| 10 | WealthTrust Fairport, LLC | 59,756 | 7,709,000 | 2.72% | ||
| 11 | Financial Architects, Inc | 57,761 | 7,451,000 | 2.63% | ||
| 12 | UBS Group AG | 54,218 | 6,994,000 | 2.47% | ||
| 13 | Kovack Advisors, Inc. | 54,014 | 6,968,000 | 2.46% | ||
| 14 | GOLDMAN SACHS GROUP INC | 50,408 | 6,503,000 | 2.29% | ||
| 15 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 40,782 | 5,261,000 | 1.85% | ||
| 16 | AMERIPRISE FINANCIAL INC | 40,167 | 5,169,000 | 1.82% | ||
| 17 | WEALTHSOURCE PARTNERS, LLC | 39,429 | 5,086,000 | 1.79% | ||
| 18 | Janney Capital Management LLC | 37,943 | 4,894,000 | 1.73% | ||
| 19 | LINCOLN NATIONAL CORP | 35,035 | 4,520,000 | 1.59% | ||
| 20 | Cambridge Investment Research Advisors, Inc. | 32,244 | 4,159,000 | 1.47% | ||
| 21 | RAYMOND JAMES & ASSOCIATES | 31,395 | 4,050,000 | 1.43% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 28,704 | 3,698,000 | 1.30% | ||
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,599 | 3,173,000 | 1.12% | ||
| 24 | CAHILL FINANCIAL ADVISORS INC | 24,050 | 3,103,000 | 1.09% | ||
| 25 | TRUE PRIVATE WEALTH ADVISORS | 23,846 | 3,076,000 | 1.08% | ||
| 26 | SG Americas Securities, LLC | 23,461 | 3,026,000 | 1.07% | ||
| 27 | SOCIETE GENERALE | 23,461 | 3,026,000 | 1.07% | ||
| 28 | MSI Financial Services Inc | 21,135 | 2,726,000 | 0.96% | ||
| 29 | EDMOND DE ROTHSCHILD HOLDING S.A. | 19,575 | 2,525,000 | 0.89% | ||
| 30 | EDMOND DE ROTHSCHILD (SUISSE) S.A. | 19,575 | 2,525,000 | 0.89% | ||
| 31 | Commonwealth Equity Services, Inc | 18,256 | 2,355,000 | 0.83% | ||
| 32 | SII INVESTMENTS INC/WI | 16,516 | 2,129,000 | 0.75% | ||
| 33 | NATIONAL PLANNING CORP | 16,404 | 2,087,000 | 0.74% | ||
| 34 | ROYAL BANK OF CANADA | 15,951 | 2,057,000 | 0.73% | ||
| 35 | Concert Wealth Management Inc. | 15,627 | 2,019,000 | 0.71% | ||
| 36 | HOWE & RUSLING INC | 14,254 | 1,839,000 | 0.65% | ||
| 37 | VOYA FINANCIAL ADVISORS, INC. | 14,176 | 1,775,000 | 0.63% | ||
| 38 | CAVALIER INVESTMENTS, LLC | 12,054 | 1,555,000 | 0.55% | ||
| 39 | Somerset Group LLC | 12,055 | 1,555,000 | 0.55% | ||
| 40 | B. Riley Wealth Advisors, Inc. | 12,022 | 1,551,000 | 0.55% | ||
| 41 | Bison Wealth, LLC | 11,463 | 1,479,000 | 0.52% | ||
| 42 | Friedenthal Financial | 10,987 | 1,417,000 | 0.50% | ||
| 43 | BAROMETER CAPITAL MANAGEMENT INC. | 8,500 | 1,097,000 | 0.39% | ||
| 44 | WESPAC Advisors, LLC | 8,053 | 1,039,000 | 0.37% | ||
| 45 | Raymond James Financial Services Advisors, Inc. | 5,079 | 655,000 | 0.23% | ||
| 46 | Advisory Services Network, LLC | 4,796 | 619,000 | 0.22% | ||
| 47 | Cetera Advisors LLC | 4,345 | 559,000 | 0.20% | ||
| 48 | Eagle Capital Management, LLC | 3,937 | 508,000 | 0.18% | ||
| 49 | Affiance Financial, LLC | 3,858 | 498,000 | 0.18% | ||
| 50 | STIFEL FINANCIAL CORP | 3,681 | 476,000 | 0.17% |
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.
