| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 618,416 | 36,981,000 | 18.04% | ||
| 2 | RAYMOND JAMES & ASSOCIATES | 266,895 | 15,960,000 | 7.78% | ||
| 3 | AVIANCE CAPITAL MANAGEMENT, LLC | 261,720 | 15,651,000 | 7.63% | ||
| 4 | Vigilant Capital Management, LLC | 203,308 | 12,158,000 | 5.93% | ||
| 5 | UBS Group AG | 175,238 | 10,480,000 | 5.11% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 174,387 | 10,428,000 | 5.09% | ||
| 7 | CITADEL ADVISORS LLC | 144,883 | 8,664,000 | 4.23% | ||
| 8 | SEI INVESTMENTS CO | 140,211 | 8,385,000 | 4.09% | ||
| 9 | ROYAL BANK OF CANADA | 122,560 | 7,329,000 | 3.57% | ||
| 10 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,752 | 6,862,000 | 3.35% | ||
| 11 | BLACKROCK ADVISORS LLC | 100,000 | 5,980,000 | 2.92% | ||
| 12 | Raymond James Financial Services Advisors, Inc. | 98,656 | 5,900,000 | 2.88% | ||
| 13 | BLAIR WILLIAM & CO/IL | 95,055 | 5,684,000 | 2.77% | ||
| 14 | Hudock, Inc. | 73,721 | 4,408,000 | 2.15% | ||
| 15 | GOLDMAN SACHS GROUP INC | 72,301 | 4,323,000 | 2.11% | ||
| 16 | LPL Financial LLC | 54,965 | 3,284,000 | 1.60% | ||
| 17 | Private Ocean, LLC | 54,435 | 3,255,000 | 1.59% | ||
| 18 | Bouchey Financial Group Ltd | 54,092 | 3,235,000 | 1.58% | ||
| 19 | AMERIPRISE FINANCIAL INC | 53,314 | 3,185,000 | 1.55% | ||
| 20 | CREDIT SUISSE AG/ | 42,000 | 2,512,000 | 1.23% | ||
| 21 | Commonwealth Equity Services, Inc | 41,838 | 2,502,000 | 1.22% | ||
| 22 | JANE STREET GROUP, LLC | 35,638 | 2,131,000 | 1.04% | ||
| 23 | Creative Planning | 30,616 | 1,831,000 | 0.89% | ||
| 24 | Stratos Wealth Partners, LTD. | 26,655 | 1,594,000 | 0.78% | ||
| 25 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 25,299 | 1,511,000 | 0.74% | ||
| 26 | ROBINSON CAPITAL MANAGEMENT, LLC | 25,000 | 1,495,000 | 0.73% | ||
| 27 | FMR LLC | 22,105 | 1,322,000 | 0.64% | ||
| 28 | VSR Financial Services, Inc. | 18,023 | 1,078,000 | 0.53% | ||
| 29 | Bison Wealth, LLC | 17,646 | 1,049,000 | 0.51% | ||
| 30 | FC ADVISORY LLC | 14,502 | 867,000 | 0.42% | ||
| 31 | KWMG, LLC | 11,409 | 682,000 | 0.33% | ||
| 32 | Iowa State Bank | 11,376 | 680,000 | 0.33% | ||
| 33 | ASPIRIANT, LLC | 11,269 | 674,000 | 0.33% | ||
| 34 | SAGE FINANCIAL GROUP INC | 10,989 | 657,000 | 0.32% | ||
| 35 | NATIONAL PLANNING CORP | 10,707 | 636,000 | 0.31% | ||
| 36 | ENVESTNET ASSET MANAGEMENT INC | 8,650 | 517,000 | 0.25% | ||
| 37 | Occidental Asset Management, LLC | 8,628 | 516,000 | 0.25% | ||
| 38 | Atria Investments, Inc | 8,200 | 489,000 | 0.24% | ||
| 39 | FIRST TRUST ADVISORS LP | 7,972 | 477,000 | 0.23% | ||
| 40 | STIFEL FINANCIAL CORP | 7,975 | 477,000 | 0.23% | ||
| 41 | MSI Financial Services Inc | 7,916 | 473,000 | 0.23% | ||
| 42 | ARBOR WEALTH MANAGEMENT, LLC | 7,625 | 452,000 | 0.22% | ||
| 43 | Lebenthal Holdings,LLC | 7,354 | 440,000 | 0.21% | ||
| 44 | LEBENTHAL ASSET MANAGEMENT, LLC | 7,354 | 440,000 | 0.21% | ||
| 45 | OARSMAN CAPITAL, INC. | 6,701 | 401,000 | 0.20% | ||
| 46 | Private Advisor Group, LLC | 6,605 | 395,000 | 0.19% | ||
| 47 | Regal Investment Advisors LLC | 6,581 | 394,000 | 0.19% | ||
| 48 | WEDBUSH SECURITIES INC | 6,460 | 386,000 | 0.19% | ||
| 49 | TRUST CO | 6,097 | 365,000 | 0.18% | ||
| 50 | Friedenthal Financial | 5,668 | 339,000 | 0.17% |
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.
