| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AVIANCE CAPITAL MANAGEMENT, LLC | 1,279,404 | 59,799,000 | 15.54% | ||
| 2 | MORGAN STANLEY | 943,460 | 44,097,000 | 11.46% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 823,773 | 38,504,000 | 10.00% | ||
| 4 | WELLS FARGO & COMPANY/MN | 612,952 | 28,650,000 | 7.44% | ||
| 5 | UBS Group AG | 427,596 | 19,986,000 | 5.19% | ||
| 6 | Astor Investment Management LLC | 321,804 | 15,041,000 | 3.91% | ||
| 7 | STATE STREET CORP | 265,205 | 12,395,000 | 3.22% | ||
| 8 | Orion Porfolio Solutions, LLC | 243,630 | 11,387,000 | 2.96% | ||
| 9 | JANE STREET GROUP, LLC | 231,793 | 10,834,000 | 2.81% | ||
| 10 | VICUS CAPITAL | 202,869 | 9,482,000 | 2.46% | ||
| 11 | LPL Financial LLC | 186,782 | 8,697,000 | 2.26% | ||
| 12 | SPINNAKER TRUST | 183,429 | 8,573,000 | 2.23% | ||
| 13 | Gradient Investments LLC | 182,947 | 8,551,000 | 2.22% | ||
| 14 | IndexIQ Advisors LLC | 163,230 | 7,631,000 | 1.98% | ||
| 15 | JPMORGAN CHASE & CO | 153,214 | 7,161,000 | 1.86% | ||
| 16 | GUGGENHEIM CAPITAL LLC | 124,150 | 5,803,000 | 1.51% | ||
| 17 | CIBC WORLD MARKET INC. | 123,142 | 5,756,000 | 1.50% | ||
| 18 | AGILIS PARTNERS LLC | 115,224 | 5,386,000 | 1.40% | ||
| 19 | ENVESTNET ASSET MANAGEMENT INC | 100,475 | 4,696,000 | 1.22% | ||
| 20 | STIFEL FINANCIAL CORP | 97,466 | 4,556,000 | 1.18% | ||
| 21 | ROYAL BANK OF CANADA | 92,901 | 4,342,000 | 1.13% | ||
| 22 | AEGON USA Investment Management, LLC | 91,000 | 4,253,000 | 1.11% | PRN | |
| 23 | Private Advisor Group, LLC | 91,118 | 4,242,000 | 1.10% | ||
| 24 | Efficient Market Advisors, LLC | 88,255 | 4,125,000 | 1.07% | ||
| 25 | AMERIPRISE FINANCIAL INC | 84,659 | 3,957,000 | 1.03% | ||
| 26 | BOSTON FINANCIAL MANGEMENT LLC | 80,835 | 3,778,000 | 0.98% | ||
| 27 | J.P. Morgan Private Wealth Advisors LLC | 71,933 | 3,362,000 | 0.87% | ||
| 28 | New England Investment & Retirement Group, Inc. | 68,648 | 3,209,000 | 0.83% | ||
| 29 | FC ADVISORY LLC | 67,949 | 3,176,000 | 0.83% | ||
| 30 | Hillsdale Investment Management Inc. | 49,950 | 2,335,000 | 0.61% | ||
| 31 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 44,292 | 2,070,000 | 0.54% | ||
| 32 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 41,484 | 1,939,000 | 0.50% | ||
| 33 | Neuberger Berman Group LLC | 31,480 | 1,471,000 | 0.38% | ||
| 34 | BAILARD, INC. | 23,805 | 1,113,000 | 0.29% | ||
| 35 | NOTTINGHAM ADVISORS, INC. | 23,315 | 1,090,000 | 0.28% | ||
| 36 | Tortoise Investment Management, LLC | 23,049 | 1,077,000 | 0.28% | ||
| 37 | GRIMES & Co WEALTH MANAGEMENT, LLC | 22,950 | 1,073,000 | 0.28% | ||
| 38 | B. Riley Wealth Advisors, Inc. | 46,915 | 1,073,000 | 0.28% | ||
| 39 | Accuvest Global Advisors | 21,190 | 990,000 | 0.26% | ||
| 40 | HUTCHENS INVESTMENT MANAGEMENT INC | 19,275 | 900,000 | 0.23% | ||
| 41 | COURIER CAPITAL LLC | 19,123 | 894,000 | 0.23% | ||
| 42 | SHEETS SMITH WEALTH MANAGEMENT | 18,955 | 886,000 | 0.23% | ||
| 43 | Transamerica Financial Advisors, LLC | 16,862 | 789,000 | 0.20% | ||
| 44 | Kovack Advisors, Inc. | 16,824 | 786,000 | 0.20% | ||
| 45 | BESSEMER GROUP INC | 14,050 | 657,000 | 0.17% | ||
| 46 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 13,347 | 624,000 | 0.16% | ||
| 47 | IFP ADVISORS, INC | 12,865 | 601,000 | 0.16% | ||
| 48 | Raymond James Financial Services Advisors, Inc. | 12,824 | 599,000 | 0.16% | ||
| 49 | RISK PARADIGM GROUP, LLC | 12,536 | 585,932 | 0.15% | ||
| 50 | KINGS POINT CAPITAL MANAGEMENT | 12,420 | 581,000 | 0.15% |
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.
