| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 651,094 | 36,090,000 | 20.62% | ||
| 2 | AVIANCE CAPITAL MANAGEMENT, LLC | 488,573 | 27,082,000 | 15.48% | ||
| 3 | PIERSHALE FINANCIAL GROUP, INC. | 310,450 | 17,208,000 | 9.83% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 241,434 | 13,383,000 | 7.65% | ||
| 5 | UBS Group AG | 214,538 | 11,892,000 | 6.80% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 166,218 | 9,213,000 | 5.26% | ||
| 7 | BLACKROCK ADVISORS LLC | 100,000 | 5,543,000 | 3.17% | ||
| 8 | Hudock, Inc. | 96,850 | 5,368,000 | 3.07% | ||
| 9 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75,563 | 4,188,000 | 2.39% | ||
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 69,471 | 3,851,000 | 2.20% | ||
| 11 | Horizon Investments, LLC | 60,198 | 3,337,000 | 1.91% | ||
| 12 | Private Ocean, LLC | 57,430 | 3,183,000 | 1.82% | ||
| 13 | ROYAL BANK OF CANADA | 54,727 | 3,034,000 | 1.73% | ||
| 14 | Bouchey Financial Group Ltd | 52,353 | 2,918,000 | 1.67% | ||
| 15 | Live Your Vision, LLC | 47,434 | 2,620,000 | 1.50% | ||
| 16 | Strategic Capital Alternatives LLC | 42,888 | 2,378,000 | 1.36% | ||
| 17 | LPL Financial LLC | 40,733 | 2,263,000 | 1.29% | ||
| 18 | SAGE FINANCIAL GROUP INC | 31,168 | 1,728,000 | 0.99% | ||
| 19 | Stratos Wealth Partners, LTD. | 29,770 | 1,650,000 | 0.94% | ||
| 20 | VSR Financial Services, Inc. | 24,957 | 1,383,000 | 0.79% | ||
| 21 | ENVESTNET ASSET MANAGEMENT INC | 24,029 | 1,332,000 | 0.76% | ||
| 22 | AMERIPRISE FINANCIAL INC | 19,440 | 1,078,000 | 0.62% | ||
| 23 | Commonwealth Equity Services, Inc | 18,369 | 1,018,000 | 0.58% | ||
| 24 | CITY NATIONAL BANK | 18,117 | 1,004,000 | 0.57% | ||
| 25 | COLDSTREAM CAPITAL MANAGEMENT INC | 17,735 | 983,000 | 0.56% | ||
| 26 | FC ADVISORY LLC | 13,103 | 726,000 | 0.41% | ||
| 27 | FIRST TRUST ADVISORS LP | 10,453 | 579,000 | 0.33% | ||
| 28 | B. Riley Wealth Management, Inc. | 8,779 | 486,000 | 0.28% | ||
| 29 | Bank of New York Mellon Corp | 8,701 | 482,000 | 0.28% | ||
| 30 | Ironwood Financial, llc | 8,503 | 471,000 | 0.27% | ||
| 31 | Friedenthal Financial | 8,128 | 451,000 | 0.26% | ||
| 32 | J.P. Turner & Co Capital Mnagement, LLC | 7,860 | 435,000 | 0.25% | ||
| 33 | First Allied Advisory Services, Inc. | 7,651 | 423,000 | 0.24% | ||
| 34 | PALLADIEM, LLC | 7,490 | 415,000 | 0.24% | ||
| 35 | JANE STREET GROUP, LLC | 7,388 | 410,000 | 0.23% | ||
| 36 | BB&T SECURITIES, LLC | 7,227 | 400,000 | 0.23% | ||
| 37 | PNC FINANCIAL SERVICES GROUP, INC. | 6,762 | 375,000 | 0.21% | ||
| 38 | WELLS FARGO & COMPANY/MN | 6,061 | 336,000 | 0.19% | ||
| 39 | NATIONAL PLANNING CORP | 5,764 | 321,000 | 0.18% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 5,780 | 320,000 | 0.18% | ||
| 41 | Peak Asset Management, LLC | 5,638 | 313,000 | 0.18% | ||
| 42 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5,655 | 313,000 | 0.18% | ||
| 43 | OARSMAN CAPITAL, INC. | 5,554 | 308,000 | 0.18% | ||
| 44 | SHEETS SMITH WEALTH MANAGEMENT | 5,521 | 306,000 | 0.17% | ||
| 45 | ASPIRIANT, LLC | 5,305 | 294,000 | 0.17% | ||
| 46 | M&T BANK CORP | 5,205 | 289,000 | 0.17% | ||
| 47 | FDx Advisors, Inc. | 5,131 | 284,000 | 0.16% | ||
| 48 | IMA Advisory Services, Inc. | 4,730 | 262,000 | 0.15% | ||
| 49 | GOLDMAN SACHS GROUP INC | 4,521 | 251,000 | 0.14% | ||
| 50 | CREDIT SUISSE AG/ | 4,055 | 225,000 | 0.13% |
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.
