| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 690,042 | 39,063,000 | 24.50% | ||
| 2 | AVIANCE CAPITAL MANAGEMENT, LLC | 423,621 | 23,981,000 | 15.04% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 262,914 | 14,884,000 | 9.33% | ||
| 4 | UBS Group AG | 194,052 | 10,986,000 | 6.89% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 183,092 | 10,365,000 | 6.50% | ||
| 6 | SEI INVESTMENTS CO | 152,406 | 8,627,000 | 5.41% | ||
| 7 | BLACKROCK ADVISORS LLC | 100,000 | 5,661,000 | 3.55% | ||
| 8 | Hudock, Inc. | 93,243 | 5,278,000 | 3.31% | ||
| 9 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 84,796 | 4,800,000 | 3.01% | ||
| 10 | Private Ocean, LLC | 57,207 | 3,239,000 | 2.03% | ||
| 11 | Bouchey Financial Group Ltd | 51,571 | 2,919,000 | 1.83% | ||
| 12 | J.P. Turner & Co Capital Mnagement, LLC | 47,600 | 2,694,000 | 1.69% | ||
| 13 | Live Your Vision, LLC | 46,217 | 2,616,000 | 1.64% | ||
| 14 | Strategic Capital Alternatives LLC | 43,311 | 2,452,000 | 1.54% | ||
| 15 | LPL Financial LLC | 36,761 | 2,074,000 | 1.30% | ||
| 16 | ASSETMARK, INC | 34,592 | 1,958,000 | 1.23% | ||
| 17 | Creative Planning | 30,295 | 1,715,000 | 1.08% | ||
| 18 | Stratos Wealth Partners, LTD. | 28,308 | 1,602,000 | 1.00% | ||
| 19 | CITY NATIONAL BANK | 26,927 | 1,524,000 | 0.96% | ||
| 20 | Commonwealth Equity Services, Inc | 22,019 | 1,246,000 | 0.78% | ||
| 21 | AMERIPRISE FINANCIAL INC | 18,984 | 1,075,000 | 0.67% | ||
| 22 | GOLDMAN SACHS GROUP INC | 18,923 | 1,071,000 | 0.67% | ||
| 23 | SAGE FINANCIAL GROUP INC | 14,618 | 828,000 | 0.52% | ||
| 24 | FC ADVISORY LLC | 13,505 | 764,000 | 0.48% | ||
| 25 | FIRST TRUST ADVISORS LP | 10,648 | 603,000 | 0.38% | ||
| 26 | ENVESTNET ASSET MANAGEMENT INC | 8,522 | 482,000 | 0.30% | ||
| 27 | Ironwood Financial, llc | 8,162 | 462,000 | 0.29% | ||
| 28 | Friedenthal Financial | 8,021 | 454,000 | 0.28% | ||
| 29 | OARSMAN CAPITAL, INC. | 6,620 | 375,000 | 0.24% | ||
| 30 | PALLADIEM, LLC | 6,460 | 366,000 | 0.23% | ||
| 31 | NATIONAL PLANNING CORP | 5,782 | 327,000 | 0.21% | ||
| 32 | ROYAL BANK OF CANADA | 5,790 | 327,000 | 0.21% | ||
| 33 | WELLS FARGO & COMPANY/MN | 5,628 | 319,000 | 0.20% | ||
| 34 | ASPIRIANT, LLC | 5,346 | 303,000 | 0.19% | ||
| 35 | SHEETS SMITH WEALTH MANAGEMENT | 5,336 | 302,000 | 0.19% | ||
| 36 | CREDIT SUISSE AG/ | 5,055 | 286,000 | 0.18% | ||
| 37 | BB&T SECURITIES, LLC | 4,951 | 280,000 | 0.18% | ||
| 38 | M&T BANK CORP | 4,816 | 273,000 | 0.17% | ||
| 39 | KWMG, LLC | 4,491 | 254,000 | 0.16% | ||
| 40 | PNC FINANCIAL SERVICES GROUP, INC. | 4,466 | 253,000 | 0.16% | ||
| 41 | Argentus Capital Management, LLC | 4,423 | 250,000 | 0.16% | ||
| 42 | Regal Investment Advisors LLC | 4,257 | 240,000 | 0.15% | ||
| 43 | First Allied Advisory Services, Inc. | 4,167 | 236,000 | 0.15% | ||
| 44 | LINCOLN NATIONAL CORP | 3,919 | 221,000 | 0.14% | ||
| 45 | Peak Asset Management, LLC | 3,888 | 220,000 | 0.14% | ||
| 46 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,862 | 218,000 | 0.14% | ||
| 47 | Janney Montgomery Scott LLC | 3,539 | 200,000 | 0.13% | ||
| 48 | Simplicity Solutions, LLC | 3,490 | 197,569 | 0.12% | ||
| 49 | AXA S.A. | 2,620 | 148,000 | 0.09% | ||
| 50 | BANK OF MONTREAL /CAN/ | 2,000 | 113,000 | 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.
