| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BB&T SECURITIES, LLC | 353,106 | 130,966,000 | 22.16% | ||
| 2 | MORGAN STANLEY | 2,451,099 | 90,911,000 | 15.38% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 2,324,405 | 86,212,000 | 14.59% | ||
| 4 | UBS Group AG | 1,394,122 | 51,708,000 | 8.75% | ||
| 5 | WELLS FARGO & COMPANY/MN | 1,050,175 | 38,951,000 | 6.59% | ||
| 6 | HENGEHOLD CAPITAL MANAGEMENT LLC | 645,177 | 23,930,000 | 4.05% | ||
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 469,318 | 18,102,000 | 3.06% | ||
| 8 | BBVA USA Bancshares, Inc. | 468,551 | 17,379,000 | 2.94% | ||
| 9 | Summit Financial Wealth Advisors, LLC | 444,073 | 17,172,000 | 2.91% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 408,219 | 15,141,000 | 2.56% | ||
| 11 | Janney Montgomery Scott LLC | 369,685 | 13,712,000 | 2.32% | ||
| 12 | AVIANCE CAPITAL MANAGEMENT, LLC | 280,418 | 10,401,000 | 1.76% | ||
| 13 | LPL Financial LLC | 269,544 | 10,008,000 | 1.69% | ||
| 14 | ProVise Management Group, LLC | 221,798 | 8,226,000 | 1.39% | ||
| 15 | Madden Advisory Services, Inc. | 200,181 | 7,425,000 | 1.26% | ||
| 16 | Commonwealth Equity Services, Inc | 156,127 | 5,791,000 | 0.98% | ||
| 17 | STEPHENS INC /AR/ | 105,080 | 3,897,000 | 0.66% | ||
| 18 | STIFEL FINANCIAL CORP | 100,967 | 3,745,000 | 0.63% | ||
| 19 | ROYAL BANK OF CANADA | 87,289 | 3,237,000 | 0.55% | ||
| 20 | NOTTINGHAM ADVISORS, INC. | 80,034 | 2,968,000 | 0.50% | ||
| 21 | CAHILL FINANCIAL ADVISORS INC | 71,609 | 2,656,000 | 0.45% | ||
| 22 | AMERIPRISE FINANCIAL INC | 71,278 | 2,644,000 | 0.45% | ||
| 23 | SFMG, LLC | 70,384 | 2,611,000 | 0.44% | ||
| 24 | Gruss & Co., LLC | 59,000 | 2,188,000 | 0.37% | ||
| 25 | GREENWOOD CAPITAL ASSOCIATES LLC | 47,605 | 1,765,000 | 0.30% | ||
| 26 | Composition Wealth, LLC | 45,115 | 1,702,000 | 0.29% | ||
| 27 | Tuttle Capital Management, LLC | 44,709 | 1,658,000 | 0.28% | ||
| 28 | Robert W. Baird & Co. Inc | 30,740 | 1,140,000 | 0.19% | ||
| 29 | USCA RIA LLC | 28,432 | 1,055,000 | 0.18% | ||
| 30 | CUE ADVISORY SERVICES, INC. | 28,350 | 1,054,000 | 0.18% | ||
| 31 | Cetera Advisors LLC | 26,964 | 998,000 | 0.17% | ||
| 32 | AMERICAN INTERNATIONAL GROUP, INC. | 26,146 | 969,741 | 0.16% | ||
| 33 | CREDIT SUISSE AG/ | 23,631 | 876,000 | 0.15% | ||
| 34 | Baker Avenue Asset Management, LP | 22,674 | 841,000 | 0.14% | ||
| 35 | SVA Wealth Management, LLC | 20,603 | 764,000 | 0.13% | ||
| 36 | DAVIDSON & GARRARD INC | 20,127 | 747,000 | 0.13% | ||
| 37 | Virtu Financial LLC | 17,761 | 659,000 | 0.11% | ||
| 38 | VICUS CAPITAL | 17,277 | 641,000 | 0.11% | ||
| 39 | JPMORGAN CHASE & CO | 14,602 | 542,000 | 0.09% | ||
| 40 | STERNE AGEE GROUP, INC. | 13,359 | 499,000 | 0.08% | ||
| 41 | First Heartland Consultants, Inc. | 13,105 | 486,000 | 0.08% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 12,499 | 464,000 | 0.08% | ||
| 43 | MANAGED ACCOUNT ADVISORS LLC | 12,327 | 457,000 | 0.08% | ||
| 44 | ENVESTNET ASSET MANAGEMENT INC | 10,380 | 385,000 | 0.07% | ||
| 45 | First Allied Advisory Services, Inc. | 10,384 | 384,000 | 0.06% | ||
| 46 | MSI Financial Services Inc | 10,034 | 372,000 | 0.06% | ||
| 47 | Overbrook Management Corp | 9,880 | 366,000 | 0.06% | ||
| 48 | Hudock, Inc. | 9,431 | 350,000 | 0.06% | ||
| 49 | WESPAC Advisors, LLC | 7,800 | 289,000 | 0.05% | ||
| 50 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | 7,675 | 285,000 | 0.05% |
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.
