| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,640,826 | 81,253,000 | 17.99% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,567,104 | 77,603,000 | 17.18% | ||
| 3 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 676,220 | 33,575,000 | 7.44% | ||
| 4 | UBS Group AG | 608,552 | 30,136,000 | 6.67% | ||
| 5 | Janney Capital Management LLC | 590,910 | 29,261,863 | 6.48% | ||
| 6 | NOTTINGHAM ADVISORS, INC. | 531,773 | 26,329,000 | 5.83% | ||
| 7 | Horizon Investments, LLC | 432,826 | 21,434,000 | 4.75% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 207,695 | 10,285,000 | 2.28% | ||
| 9 | AFFINITY WEALTH MANAGEMENT LLC | 159,201 | 7,883,000 | 1.75% | ||
| 10 | HighTower Advisors, LLC | 147,536 | 7,306,000 | 1.62% | ||
| 11 | Bouchey Financial Group Ltd | 143,782 | 7,119,000 | 1.58% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 141,795 | 7,022,000 | 1.55% | ||
| 13 | Community Bank, N.A. | 134,625 | 6,667,000 | 1.48% | ||
| 14 | JANE STREET GROUP, LLC | 129,038 | 6,390,000 | 1.42% | ||
| 15 | LPL Financial LLC | 128,860 | 6,367,000 | 1.41% | ||
| 16 | Composition Wealth, LLC | 122,161 | 6,049,000 | 1.34% | ||
| 17 | Gemmer Asset Management LLC | 96,975 | 4,802,000 | 1.06% | SH | |
| 18 | CIBC WORLD MARKET INC. | 96,601 | 4,784,000 | 1.06% | ||
| 19 | Baker Avenue Asset Management, LP | 95,184 | 4,714,000 | 1.04% | ||
| 20 | NATIONAL PLANNING CORP | 88,963 | 4,410,000 | 0.98% | ||
| 21 | Quadrant Capital Management, LLC | 86,225 | 4,270,000 | 0.95% | ||
| 22 | AVIANCE CAPITAL MANAGEMENT, LLC | 69,246 | 3,429,000 | 0.76% | ||
| 23 | JPMORGAN CHASE & CO | 67,575 | 3,346,000 | 0.74% | ||
| 24 | ROYAL BANK OF CANADA | 65,283 | 3,233,000 | 0.72% | ||
| 25 | Argentus Capital Management, LLC | 62,630 | 3,101,000 | 0.69% | ||
| 26 | VICUS CAPITAL | 57,808 | 2,863,000 | 0.63% | ||
| 27 | WealthTrust Fairport, LLC | 56,340 | 2,790,000 | 0.62% | ||
| 28 | CYPRESS WEALTH ADVISORS LLC | 54,998 | 2,724,000 | 0.60% | ||
| 29 | CABOT WEALTH MANAGEMENT INC | 54,381 | 2,693,000 | 0.60% | ||
| 30 | GREAT LAKES ADVISORS, LLC | 51,161 | 2,533,000 | 0.56% | ||
| 31 | MSI Financial Services Inc | 47,136 | 2,334,000 | 0.52% | ||
| 32 | ALBION FINANCIAL GROUP /UT | 40,157 | 1,989,000 | 0.44% | ||
| 33 | Waverton Investment Management Ltd | 40,000 | 1,981,000 | 0.44% | ||
| 34 | Strategic Capital Alternatives LLC | 37,314 | 1,854,000 | 0.41% | ||
| 35 | CREDIT SUISSE AG/ | 36,835 | 1,824,000 | 0.40% | ||
| 36 | Transamerica Financial Advisors, LLC | 33,335 | 1,651,000 | 0.37% | ||
| 37 | Good Harbor Financial, LLC | 31,640 | 1,567,000 | 0.35% | ||
| 38 | Shamrock Asset Management LLC | 30,413 | 1,506,000 | 0.33% | ||
| 39 | Occidental Asset Management, LLC | 28,300 | 1,401,000 | 0.31% | ||
| 40 | CAHILL FINANCIAL ADVISORS INC | 27,735 | 1,374,000 | 0.30% | ||
| 41 | Private Advisor Group, LLC | 25,964 | 1,286,000 | 0.28% | ||
| 42 | Commonwealth Equity Services, Inc | 25,439 | 1,260,000 | 0.28% | ||
| 43 | Freedom Investment Management, Inc. | 21,959 | 1,087,000 | 0.24% | ||
| 44 | Family Firm, Inc. | 21,209 | 1,050,000 | 0.23% | ||
| 45 | M&T BANK CORP | 20,593 | 1,019,000 | 0.23% | ||
| 46 | Advisors Preferred, LLC | 19,555 | 968,000 | 0.21% | ||
| 47 | WEDBUSH SECURITIES INC | 18,605 | 921,000 | 0.20% | ||
| 48 | Concert Wealth Management Inc. | 17,108 | 849,000 | 0.19% | ||
| 49 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16,746 | 829,000 | 0.18% | ||
| 50 | Orion Porfolio Solutions, LLC | 16,500 | 817,000 | 0.18% |
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.
