| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 733,923 | 42,333,000 | 18.35% | ||
| 2 | MORGAN STANLEY | 725,036 | 41,820,000 | 18.12% | ||
| 3 | PIERSHALE FINANCIAL GROUP, INC. | 509,953 | 29,414,000 | 12.75% | ||
| 4 | AVIANCE CAPITAL MANAGEMENT, LLC | 281,368 | 16,230,000 | 7.03% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 222,061 | 12,808,000 | 5.55% | ||
| 6 | Vigilant Capital Management, LLC | 202,214 | 11,664,000 | 5.05% | ||
| 7 | UBS Group AG | 171,738 | 9,906,000 | 4.29% | ||
| 8 | SEI INVESTMENTS CO | 142,532 | 8,222,000 | 3.56% | ||
| 9 | LPL Financial LLC | 104,033 | 6,004,000 | 2.60% | ||
| 10 | BLACKROCK ADVISORS LLC | 100,000 | 5,768,000 | 2.50% | ||
| 11 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 98,251 | 5,667,000 | 2.46% | ||
| 12 | Hudock, Inc. | 70,761 | 4,081,000 | 1.77% | ||
| 13 | Private Ocean, LLC | 55,002 | 3,173,000 | 1.38% | ||
| 14 | Bouchey Financial Group Ltd | 53,791 | 3,103,000 | 1.34% | ||
| 15 | Commonwealth Equity Services, Inc | 47,109 | 2,717,000 | 1.18% | ||
| 16 | ROYAL BANK OF CANADA | 44,924 | 2,590,000 | 1.12% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 36,325 | 2,095,000 | 0.91% | ||
| 18 | Creative Planning | 34,537 | 1,992,000 | 0.86% | ||
| 19 | JANE STREET GROUP, LLC | 29,304 | 1,690,000 | 0.73% | ||
| 20 | Stratos Wealth Partners, LTD. | 28,173 | 1,625,000 | 0.70% | ||
| 21 | VSR Financial Services, Inc. | 25,494 | 1,470,000 | 0.64% | ||
| 22 | AMERIPRISE FINANCIAL INC | 23,486 | 1,355,000 | 0.59% | ||
| 23 | Bison Wealth, LLC | 17,826 | 1,025,000 | 0.44% | ||
| 24 | FC ADVISORY LLC | 14,534 | 838,000 | 0.36% | ||
| 25 | STIFEL FINANCIAL CORP | 12,775 | 737,000 | 0.32% | ||
| 26 | ASPIRIANT, LLC | 12,131 | 700,000 | 0.30% | ||
| 27 | SAGE FINANCIAL GROUP INC | 11,959 | 690,000 | 0.30% | ||
| 28 | KWMG, LLC | 11,163 | 644,000 | 0.28% | ||
| 29 | NATIONAL PLANNING CORP | 10,652 | 620,000 | 0.27% | ||
| 30 | FIRST TRUST ADVISORS LP | 8,511 | 491,000 | 0.21% | ||
| 31 | ENVESTNET ASSET MANAGEMENT INC | 8,489 | 490,000 | 0.21% | ||
| 32 | GIERL AUGUSTINE INVESTMENT MANAGEMENT INC | 7,963 | 459,000 | 0.20% | ||
| 33 | Friedenthal Financial | 7,810 | 446,000 | 0.19% | ||
| 34 | ARBOR WEALTH MANAGEMENT, LLC | 7,625 | 444,000 | 0.19% | ||
| 35 | WEDBUSH SECURITIES INC | 7,105 | 410,000 | 0.18% | ||
| 36 | CIBC WORLD MARKET INC. | 6,730 | 388,000 | 0.17% | ||
| 37 | OARSMAN CAPITAL, INC. | 6,600 | 381,000 | 0.17% | ||
| 38 | Private Advisor Group, LLC | 6,573 | 379,000 | 0.16% | ||
| 39 | Regal Investment Advisors LLC | 6,326 | 365,000 | 0.16% | ||
| 40 | FDx Advisors, Inc. | 5,806 | 335,000 | 0.15% | ||
| 41 | Atria Investments, Inc | 5,748 | 332,000 | 0.14% | ||
| 42 | Tarbox Family Office, Inc. | 5,722 | 330,000 | 0.14% | ||
| 43 | TRUST CO | 5,682 | 328,000 | 0.14% | ||
| 44 | WELLS FARGO & COMPANY/MN | 5,531 | 319,000 | 0.14% | ||
| 45 | SHEETS SMITH WEALTH MANAGEMENT | 5,359 | 309,000 | 0.13% | ||
| 46 | BB&T SECURITIES, LLC | 5,153 | 297,000 | 0.13% | ||
| 47 | M&T BANK CORP | 5,121 | 295,000 | 0.13% | ||
| 48 | Peak Asset Management, LLC | 4,856 | 280,000 | 0.12% | ||
| 49 | GOLDMAN SACHS GROUP INC | 4,546 | 262,000 | 0.11% | ||
| 50 | CETERA INVESTMENT ADVISERS | 4,365 | 252,000 | 0.11% |
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.
