| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Richard Bernstein Advisors LLC | 608,886 | 35,114,000 | 19.20% | ||
| 2 | MORGAN STANLEY | 549,475 | 31,688,000 | 17.32% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 405,284 | 23,373,000 | 12.78% | ||
| 4 | UBS Group AG | 138,159 | 7,968,000 | 4.36% | ||
| 5 | VestGen Investment Management | 118,299 | 6,822,000 | 3.73% | ||
| 6 | Transamerica Financial Advisors, LLC | 116,696 | 6,730,000 | 3.68% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 105,044 | 6,058,000 | 3.31% | ||
| 8 | BLACKROCK ADVISORS LLC | 100,000 | 5,767,000 | 3.15% | ||
| 9 | Strategic Capital Alternatives LLC | 94,157 | 5,430,000 | 2.97% | ||
| 10 | MACKAY SHIELDS LLC | 88,000 | 5,075,000 | 2.77% | ||
| 11 | Argentus Capital Management, LLC | 87,130 | 5,025,000 | 2.75% | ||
| 12 | Hudock, Inc. | 83,215 | 4,799,000 | 2.62% | ||
| 13 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 73,316 | 4,228,000 | 2.31% | ||
| 14 | BB&T SECURITIES, LLC | 6,555 | 3,780,000 | 2.07% | ||
| 15 | Horizon Investments, LLC | 64,706 | 3,732,000 | 2.04% | ||
| 16 | Private Ocean, LLC | 58,448 | 3,371,000 | 1.84% | ||
| 17 | Bouchey Financial Group Ltd | 49,961 | 2,881,000 | 1.57% | ||
| 18 | Live Your Vision, LLC | 41,195 | 2,402,000 | 1.31% | ||
| 19 | SAGE FINANCIAL GROUP INC | 34,913 | 2,013,000 | 1.10% | ||
| 20 | VSR Financial Services, Inc. | 25,841 | 1,490,000 | 0.81% | ||
| 21 | LPL Financial LLC | 22,469 | 1,296,000 | 0.71% | ||
| 22 | Bank of New York Mellon Corp | 19,302 | 1,113,000 | 0.61% | ||
| 23 | CREDIT SUISSE AG/ | 19,000 | 1,096,000 | 0.60% | ||
| 24 | Freedom Investment Management, Inc. | 17,944 | 1,035,000 | 0.57% | ||
| 25 | Commonwealth Equity Services, Inc | 14,467 | 834,000 | 0.46% | ||
| 26 | ASPIRIANT, LLC | 13,474 | 777,000 | 0.42% | ||
| 27 | CITY NATIONAL BANK | 13,456 | 776,000 | 0.42% | ||
| 28 | FIRST TRUST ADVISORS LP | 12,140 | 700,000 | 0.38% | ||
| 29 | COLDSTREAM CAPITAL MANAGEMENT INC | 10,275 | 593,000 | 0.32% | ||
| 30 | Placemark Investments, Inc. | 9,712 | 559,000 | 0.31% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 8,777 | 506,000 | 0.28% | ||
| 32 | Ironwood Financial, llc | 8,687 | 501,000 | 0.27% | ||
| 33 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8,549 | 493,000 | 0.27% | ||
| 34 | NATIONAL PLANNING CORP | 8,089 | 470,438 | 0.26% | ||
| 35 | AMERIPRISE FINANCIAL INC | 8,003 | 462,000 | 0.25% | ||
| 36 | Friedenthal Financial | 6,418 | 370,000 | 0.20% | ||
| 37 | Peak Asset Management, LLC | 5,340 | 308,000 | 0.17% | ||
| 38 | OARSMAN CAPITAL, INC. | 5,154 | 297,000 | 0.16% | ||
| 39 | WELLS FARGO & COMPANY/MN | 5,028 | 290,000 | 0.16% | ||
| 40 | COLONY GROUP LLC | 4,612 | 266,000 | 0.15% | ||
| 41 | M&T BANK CORP | 4,235 | 244,000 | 0.13% | ||
| 42 | Simplicity Solutions, LLC | 3,957 | 228,200 | 0.12% | ||
| 43 | FDx Advisors, Inc. | 3,945 | 228,000 | 0.12% | ||
| 44 | PALLADIEM, LLC | 3,610 | 208,000 | 0.11% | ||
| 45 | ENVESTNET ASSET MANAGEMENT INC | 3,123 | 180,000 | 0.10% | ||
| 46 | Stratos Wealth Partners, LTD. | 3,100 | 178,777 | 0.10% | ||
| 47 | AXA S.A. | 2,920 | 168,000 | 0.09% | ||
| 48 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,523 | 146,000 | 0.08% | ||
| 49 | NewSquare Capital LLC | 2,525 | 146,000 | 0.08% | ||
| 50 | AMERICAN INTERNATIONAL GROUP, INC. | 2,296 | 132,405 | 0.07% |
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.
