| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VestGen Investment Management | 727,216 | 41,488,000 | 19.13% | ||
| 2 | MORGAN STANLEY | 681,383 | 38,873,000 | 17.92% | ||
| 3 | AVIANCE CAPITAL MANAGEMENT, LLC | 312,255 | 17,814,000 | 8.21% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 300,751 | 17,158,000 | 7.91% | ||
| 5 | Vigilant Capital Management, LLC | 217,549 | 12,411,000 | 5.72% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 208,081 | 11,871,000 | 5.47% | ||
| 7 | UBS Group AG | 197,349 | 11,259,000 | 5.19% | ||
| 8 | SEI INVESTMENTS CO | 152,842 | 8,719,000 | 4.02% | ||
| 9 | BLACKROCK ADVISORS LLC | 100,000 | 5,705,000 | 2.63% | ||
| 10 | Hudock, Inc. | 95,148 | 5,428,000 | 2.50% | ||
| 11 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 88,829 | 5,068,000 | 2.34% | ||
| 12 | LPL Financial LLC | 80,488 | 4,600,000 | 2.12% | ||
| 13 | Transamerica Financial Advisors, LLC | 75,264 | 4,294,000 | 1.98% | ||
| 14 | Private Ocean, LLC | 56,086 | 3,200,000 | 1.48% | ||
| 15 | Bouchey Financial Group Ltd | 53,601 | 3,058,000 | 1.41% | ||
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49,855 | 2,844,000 | 1.31% | ||
| 17 | Live Your Vision, LLC | 45,498 | 2,596,000 | 1.20% | ||
| 18 | Commonwealth Equity Services, Inc | 31,051 | 1,771,000 | 0.82% | ||
| 19 | ROYAL BANK OF CANADA | 30,247 | 1,726,000 | 0.80% | ||
| 20 | Creative Planning | 30,207 | 1,723,000 | 0.79% | ||
| 21 | Stratos Wealth Partners, LTD. | 28,806 | 1,643,000 | 0.76% | ||
| 22 | AMERIPRISE FINANCIAL INC | 22,492 | 1,283,000 | 0.59% | ||
| 23 | VSR Financial Services, Inc. | 17,368 | 991,000 | 0.46% | ||
| 24 | FC ADVISORY LLC | 13,531 | 772,000 | 0.36% | ||
| 25 | GOLDMAN SACHS GROUP INC | 13,291 | 758,000 | 0.35% | ||
| 26 | SAGE FINANCIAL GROUP INC | 13,055 | 745,000 | 0.34% | ||
| 27 | KWMG, LLC | 10,538 | 601,000 | 0.28% | ||
| 28 | SUNTRUST BANKS INC | 9,666 | 551,000 | 0.25% | ||
| 29 | ENVESTNET ASSET MANAGEMENT INC | 9,082 | 518,000 | 0.24% | ||
| 30 | FIRST TRUST ADVISORS LP | 8,929 | 509,000 | 0.23% | ||
| 31 | Friedenthal Financial | 7,810 | 446,000 | 0.21% | ||
| 32 | ARBOR WEALTH MANAGEMENT, LLC | 7,625 | 436,000 | 0.20% | ||
| 33 | Simplicity Solutions, LLC | 7,281 | 415,381 | 0.19% | ||
| 34 | NATIONAL PLANNING CORP | 7,044 | 402,000 | 0.19% | ||
| 35 | OARSMAN CAPITAL, INC. | 6,749 | 385,000 | 0.18% | ||
| 36 | Regal Investment Advisors LLC | 6,314 | 360,000 | 0.17% | ||
| 37 | BB&T SECURITIES, LLC | 6,324 | 360,000 | 0.17% | ||
| 38 | WELLS FARGO & COMPANY/MN | 5,428 | 310,000 | 0.14% | ||
| 39 | SHEETS SMITH WEALTH MANAGEMENT | 5,348 | 305,000 | 0.14% | ||
| 40 | ASPIRIANT, LLC | 5,346 | 305,000 | 0.14% | ||
| 41 | M&T BANK CORP | 5,225 | 298,000 | 0.14% | ||
| 42 | First Allied Advisory Services, Inc. | 5,004 | 284,000 | 0.13% | ||
| 43 | WEDBUSH SECURITIES INC | 4,730 | 270,000 | 0.12% | ||
| 44 | CREDIT SUISSE AG/ | 4,539 | 259,000 | 0.12% | ||
| 45 | LINCOLN NATIONAL CORP | 3,919 | 224,000 | 0.10% | ||
| 46 | PNC FINANCIAL SERVICES GROUP, INC. | 3,855 | 220,000 | 0.10% | ||
| 47 | Peak Asset Management, LLC | 3,708 | 212,000 | 0.10% | ||
| 48 | MSI Financial Services Inc | 3,692 | 211,000 | 0.10% | ||
| 49 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,703 | 211,000 | 0.10% | ||
| 50 | Private Advisor Group, LLC | 3,540 | 202,000 | 0.09% |
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.
