| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 739,068 | 42,548,000 | 19.53% | ||
| 2 | AVIANCE CAPITAL MANAGEMENT, LLC | 555,121 | 31,958,000 | 14.67% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 371,757 | 21,402,000 | 9.82% | ||
| 4 | PIERSHALE FINANCIAL GROUP, INC. | 285,513 | 16,437,000 | 7.54% | ||
| 5 | UBS Group AG | 205,236 | 11,815,000 | 5.42% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 139,937 | 8,056,000 | 3.70% | ||
| 7 | VestGen Investment Management | 110,087 | 6,338,000 | 2.91% | ||
| 8 | Transamerica Financial Advisors, LLC | 107,633 | 6,197,000 | 2.84% | ||
| 9 | BLACKROCK ADVISORS LLC | 100,000 | 5,757,000 | 2.64% | ||
| 10 | Hudock, Inc. | 93,284 | 5,370,000 | 2.46% | ||
| 11 | MACKAY SHIELDS LLC | 88,000 | 5,066,000 | 2.32% | ||
| 12 | Horizon Investments, LLC | 77,235 | 4,446,000 | 2.04% | ||
| 13 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 70,952 | 4,085,000 | 1.87% | ||
| 14 | ROYAL BANK OF CANADA | 69,318 | 3,990,000 | 1.83% | ||
| 15 | BB&T SECURITIES, LLC | 6,512 | 3,748,000 | 1.72% | ||
| 16 | Private Ocean, LLC | 57,997 | 3,339,000 | 1.53% | ||
| 17 | LPL Financial LLC | 56,743 | 3,275,000 | 1.50% | ||
| 18 | Bouchey Financial Group Ltd | 49,401 | 2,844,000 | 1.31% | ||
| 19 | Live Your Vision, LLC | 43,828 | 2,523,000 | 1.16% | ||
| 20 | Strategic Capital Alternatives LLC | 43,223 | 2,488,000 | 1.14% | ||
| 21 | JPMORGAN CHASE & CO | 40,795 | 2,349,000 | 1.08% | ||
| 22 | SAGE FINANCIAL GROUP INC | 31,180 | 1,795,000 | 0.82% | ||
| 23 | JANE STREET GROUP, LLC | 30,088 | 1,732,000 | 0.79% | ||
| 24 | VSR Financial Services, Inc. | 27,737 | 1,597,000 | 0.73% | ||
| 25 | ENVESTNET ASSET MANAGEMENT INC | 20,060 | 1,155,000 | 0.53% | ||
| 26 | Stratos Wealth Partners, LTD. | 18,782 | 1,081,000 | 0.50% | ||
| 27 | Commonwealth Equity Services, Inc | 16,505 | 950,000 | 0.44% | ||
| 28 | COLDSTREAM CAPITAL MANAGEMENT INC | 15,893 | 915,000 | 0.42% | ||
| 29 | FIRST TRUST ADVISORS LP | 15,432 | 888,000 | 0.41% | ||
| 30 | Bank of New York Mellon Corp | 15,002 | 864,000 | 0.40% | ||
| 31 | OTA Financial Group L.P. | 14,214 | 818,000 | 0.38% | ||
| 32 | Bison Wealth, LLC | 13,085 | 753,000 | 0.35% | ||
| 33 | FC ADVISORY LLC | 13,036 | 750,000 | 0.34% | ||
| 34 | AMERIPRISE FINANCIAL INC | 12,209 | 709,000 | 0.33% | ||
| 35 | GOLDMAN SACHS GROUP INC | 11,868 | 683,000 | 0.31% | ||
| 36 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9,974 | 574,000 | 0.26% | ||
| 37 | CITY NATIONAL BANK | 9,312 | 536,000 | 0.25% | ||
| 38 | Ironwood Financial, llc | 8,144 | 469,000 | 0.22% | ||
| 39 | J.P. Turner & Co Capital Mnagement, LLC | 7,760 | 449,000 | 0.21% | ||
| 40 | First Allied Advisory Services, Inc. | 7,511 | 435,000 | 0.20% | ||
| 41 | B. Riley Wealth Management, Inc. | 6,935 | 399,000 | 0.18% | ||
| 42 | Friedenthal Financial | 6,917 | 398,000 | 0.18% | ||
| 43 | PNC FINANCIAL SERVICES GROUP, INC. | 6,825 | 393,000 | 0.18% | ||
| 44 | NATIONAL PLANNING CORP | 6,763 | 383,000 | 0.18% | ||
| 45 | OARSMAN CAPITAL, INC. | 5,432 | 313,000 | 0.14% | ||
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,417 | 312,000 | 0.14% | ||
| 47 | Peak Asset Management, LLC | 5,340 | 307,000 | 0.14% | ||
| 48 | Cambridge Investment Research Advisors, Inc. | 5,253 | 302,000 | 0.14% | ||
| 49 | ASPIRIANT, LLC | 5,244 | 302,000 | 0.14% | ||
| 50 | M&T BANK CORP | 5,205 | 300,000 | 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.
