| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES & ASSOCIATES | 1,542,902 | 47,291,000 | 42.67% | ||
| 2 | AGF INVESTMENTS INC. | 576,300 | 17,694,000 | 15.97% | ||
| 3 | BANK OF THE WEST | 310,163 | 9,506,000 | 8.58% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 249,527 | 7,648,000 | 6.90% | ||
| 5 | VALLEY NATIONAL BANCORP | 160,330 | 4,912,000 | 4.43% | ||
| 6 | MORGAN STANLEY | 119,421 | 3,660,000 | 3.30% | ||
| 7 | New England Private Wealth Advisors LLC | 106,387 | 3,260,000 | 2.94% | ||
| 8 | AVITY INVESTMENT MANAGEMENT INC. | 96,975 | 2,972,000 | 2.68% | SH | |
| 9 | ROYAL BANK OF CANADA | 67,223 | 2,060,000 | 1.86% | ||
| 10 | JANE STREET GROUP, LLC | 45,908 | 1,407,000 | 1.27% | ||
| 11 | AMERICAN INTERNATIONAL GROUP, INC. | 33,898 | 1,038,974 | 0.94% | ||
| 12 | Strategic Capital Alternatives LLC | 29,807 | 914,000 | 0.82% | ||
| 13 | Coastline Trust Co | 29,750 | 912,000 | 0.82% | ||
| 14 | STATE STREET CORP | 29,522 | 905,000 | 0.82% | ||
| 15 | COURIER CAPITAL LLC | 28,250 | 886,000 | 0.80% | ||
| 16 | UBS AG | 27,865 | 854,000 | 0.77% | ||
| 17 | AMERIPRISE FINANCIAL INC | 23,005 | 705,000 | 0.64% | ||
| 18 | Freedom Investment Management, Inc. | 19,189 | 588,000 | 0.53% | ||
| 19 | Raymond James Financial Services Advisors, Inc. | 18,830 | 577,000 | 0.52% | ||
| 20 | HL FINANCIAL SERVICES LLC | 18,306 | 561,000 | 0.51% | ||
| 21 | LPL Financial LLC | 18,048 | 553,000 | 0.50% | ||
| 22 | CABOT WEALTH MANAGEMENT INC | 10,425 | 320,000 | 0.29% | ||
| 23 | WESBANCO BANK INC | 9,775 | 300,000 | 0.27% | ||
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,493 | 291,000 | 0.26% | ||
| 25 | CREDIT SUISSE AG/ | 8,538 | 262,000 | 0.24% | ||
| 26 | Regal Investment Advisors LLC | 7,613 | 233,000 | 0.21% | ||
| 27 | MSI Financial Services Inc | 6,110 | 187,000 | 0.17% | ||
| 28 | AXA S.A. | 4,090 | 125,000 | 0.11% | ||
| 29 | US BANCORP \DE\ | 2,505 | 77,000 | 0.07% | ||
| 30 | NEXT Financial Group, Inc | 1,807 | 55,000 | 0.05% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,300 | 40,000 | 0.04% | ||
| 32 | ENVESTNET ASSET MANAGEMENT INC | 474 | 15,000 | 0.01% | ||
| 33 | B. Riley Wealth Management, Inc. | 397 | 12,000 | 0.01% | ||
| 34 | CITIGROUP INC | 200 | 6,000 | 0.01% |
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.