| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BB&T SECURITIES, LLC | 393,030 | 146,384,000 | 32.61% | ||
| 2 | MORGAN STANLEY | 2,006,048 | 74,715,000 | 16.64% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,727,121 | 64,327,000 | 14.33% | ||
| 4 | UBS AG | 787,350 | 29,325,000 | 6.53% | ||
| 5 | WELLS FARGO & COMPANY/MN | 737,807 | 27,480,000 | 6.12% | ||
| 6 | HENGEHOLD CAPITAL MANAGEMENT LLC | 686,239 | 25,559,000 | 5.69% | ||
| 7 | BBVA USA Bancshares, Inc. | 587,105 | 21,867,000 | 4.87% | ||
| 8 | Madden Advisory Services, Inc. | 308,140 | 11,477,000 | 2.56% | ||
| 9 | Janney Montgomery Scott LLC | 240,595 | 8,960,966 | 2.00% | ||
| 10 | ProVise Management Group, LLC | 188,600 | 7,024,000 | 1.56% | ||
| 11 | LPL Financial LLC | 187,662 | 6,906,000 | 1.54% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 108,257 | 4,032,000 | 0.90% | ||
| 13 | CAHILL FINANCIAL ADVISORS INC | 65,363 | 2,435,000 | 0.54% | ||
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 61,532 | 2,292,000 | 0.51% | ||
| 15 | AMERIPRISE FINANCIAL INC | 56,599 | 2,108,000 | 0.47% | ||
| 16 | ROYAL BANK OF CANADA | 53,907 | 2,008,000 | 0.45% | ||
| 17 | NOTTINGHAM ADVISORS, INC. | 52,175 | 1,943,000 | 0.43% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 51,037 | 1,901,000 | 0.42% | ||
| 19 | STIFEL FINANCIAL CORP | 33,678 | 1,254,000 | 0.28% | ||
| 20 | Robert W. Baird & Co. Inc | 25,861 | 963,000 | 0.21% | SH | |
| 21 | Commonwealth Equity Services, Inc | 24,942 | 929,000 | 0.21% | ||
| 22 | DAVIDSON & GARRARD INC | 20,039 | 746,000 | 0.17% | ||
| 23 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | 16,560 | 617,000 | 0.14% | ||
| 24 | Cetera Advisors LLC | 10,437 | 387,000 | 0.09% | ||
| 25 | Composition Wealth, LLC | 10,100 | 376,000 | 0.08% | ||
| 26 | SVA Wealth Management, LLC | 9,902 | 369,000 | 0.08% | ||
| 27 | Catalyst Capital Advisors LLC | 9,000 | 335,000 | 0.07% | ||
| 28 | AMERICAN INTERNATIONAL GROUP, INC. | 8,576 | 319,396 | 0.07% | ||
| 29 | WESPAC Advisors, LLC | 7,800 | 291,000 | 0.06% | ||
| 30 | SII INVESTMENTS INC/WI | 6,883 | 253,000 | 0.06% | ||
| 31 | DEUTSCHE BANK AG\ | 6,545 | 243,000 | 0.05% | ||
| 32 | NEXT Financial Group, Inc | 6,006 | 224,000 | 0.05% | ||
| 33 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5,647 | 210,323 | 0.05% | ||
| 34 | MSI Financial Services Inc | 4,663 | 174,000 | 0.04% | ||
| 35 | Private Advisor Group, LLC | 2,410 | 90,000 | 0.02% | ||
| 36 | COMMUNITY FINANCIAL SYSTEM, INC. | 2,175 | 81,000 | 0.02% | ||
| 37 | FineMark National Bank & Trust | 2,068 | 77,000 | 0.02% | ||
| 38 | Creative Planning | 1,755 | 65,000 | 0.01% | ||
| 39 | PRIVATE TRUST CO NA | 1,106 | 41,000 | 0.01% | ||
| 40 | D.A. DAVIDSON & CO. | 958 | 35,000 | 0.01% | ||
| 41 | FARMERS & MERCHANTS INVESTMENTS INC | 500 | 19,000 | 0.00% | ||
| 42 | NEW ENGLAND SECURITIES CORP /MA/ | 500 | 19,000 | 0.00% | ||
| 43 | MOTCO | 340 | 13,000 | 0.00% | ||
| 44 | ENVESTNET ASSET MANAGEMENT INC | 317 | 12,000 | 0.00% | ||
| 45 | Financial Architects, Inc | 276 | 10,000 | 0.00% | ||
| 46 | Hudock, Inc. | 124 | 5,000 | 0.00% | ||
| 47 | WEALTHFRONT CORP | 93 | 3,000 | 0.00% | ||
| 48 | DUBUQUE BANK & TRUST CO | 1 | 0 | 0.00% | ||
| 49 | CITIGROUP INC | 1 | 0 | 0.00% |
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.
