| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,763,536 | 59,731,000 | 17.97% | ||
| 2 | MORGAN STANLEY | 1,723,923 | 58,389,000 | 17.57% | ||
| 3 | UBS Group AG | 1,138,935 | 38,576,000 | 11.61% | ||
| 4 | WELLS FARGO & COMPANY/MN | 757,774 | 25,666,000 | 7.72% | ||
| 5 | Janney Montgomery Scott LLC | 538,806 | 18,249,000 | 5.49% | ||
| 6 | HENGEHOLD CAPITAL MANAGEMENT LLC | 487,858 | 16,524,000 | 4.97% | ||
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 452,433 | 15,324,000 | 4.61% | ||
| 8 | AVIANCE CAPITAL MANAGEMENT, LLC | 441,338 | 14,948,000 | 4.50% | ||
| 9 | Summit Financial Wealth Advisors, LLC | 381,213 | 12,911,000 | 3.89% | ||
| 10 | ProVise Management Group, LLC | 231,735 | 7,849,000 | 2.36% | ||
| 11 | Commonwealth Equity Services, Inc | 196,351 | 6,650,000 | 2.00% | ||
| 12 | LPL Financial LLC | 170,338 | 5,999,000 | 1.81% | ||
| 13 | ROYAL BANK OF CANADA | 171,817 | 5,819,000 | 1.75% | ||
| 14 | Madden Advisory Services, Inc. | 161,573 | 5,472,000 | 1.65% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 142,733 | 4,834,000 | 1.45% | ||
| 16 | GOLDMAN SACHS GROUP INC | 128,083 | 4,338,000 | 1.31% | ||
| 17 | AMERIPRISE FINANCIAL INC | 82,108 | 2,781,000 | 0.84% | ||
| 18 | NOTTINGHAM ADVISORS, INC. | 79,717 | 2,700,000 | 0.81% | ||
| 19 | CAHILL FINANCIAL ADVISORS INC | 73,350 | 2,485,000 | 0.75% | ||
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 64,819 | 2,194,000 | 0.66% | ||
| 21 | STIFEL FINANCIAL CORP | 62,847 | 2,129,000 | 0.64% | ||
| 22 | Raymond James Financial Services Advisors, Inc. | 55,836 | 1,891,000 | 0.57% | ||
| 23 | BAIRD FINANCIAL GROUP, INC. | 36,837 | 1,248,000 | 0.38% | ||
| 24 | SFMG, LLC | 34,682 | 1,175,000 | 0.35% | ||
| 25 | JANE STREET GROUP, LLC | 32,142 | 1,089,000 | 0.33% | ||
| 26 | Gateway Advisory, LLC | 29,871 | 1,012,000 | 0.30% | ||
| 27 | SVA Wealth Management, LLC | 28,736 | 973,000 | 0.29% | ||
| 28 | AMERICAN INTERNATIONAL GROUP, INC. | 28,104 | 952,000 | 0.29% | ||
| 29 | BB&T SECURITIES, LLC | 26,615 | 901,000 | 0.27% | ||
| 30 | Virtu Financial LLC | 25,895 | 877,000 | 0.26% | ||
| 31 | First Heartland Consultants, Inc. | 22,281 | 755,000 | 0.23% | ||
| 32 | CREDIT SUISSE AG/ | 22,167 | 751,000 | 0.23% | ||
| 33 | DAVIDSON & GARRARD INC | 20,715 | 702,000 | 0.21% | ||
| 34 | Composition Wealth, LLC | 20,525 | 695,000 | 0.21% | ||
| 35 | Cetera Advisors LLC | 16,830 | 571,000 | 0.17% | ||
| 36 | Homrich & Berg | 14,361 | 486,000 | 0.15% | ||
| 37 | MSI Financial Services Inc | 14,315 | 485,000 | 0.15% | ||
| 38 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 13,739 | 466,000 | 0.14% | ||
| 39 | VICUS CAPITAL | 12,028 | 407,000 | 0.12% | ||
| 40 | SII INVESTMENTS INC/WI | 11,102 | 375,000 | 0.11% | ||
| 41 | CUE ADVISORY SERVICES, INC. | 10,450 | 354,000 | 0.11% | ||
| 42 | Virtu KCG Holdings LLC | 9,738 | 330,000 | 0.10% | ||
| 43 | Overbrook Management Corp | 9,580 | 324,000 | 0.10% | ||
| 44 | Hudock, Inc. | 9,423 | 319,000 | 0.10% | ||
| 45 | Simply Money Advisors | 7,996 | 271,000 | 0.08% | ||
| 46 | BINGHAM OSBORN & SCARBOROUGH LLC | 7,500 | 254,000 | 0.08% | ||
| 47 | ENVESTNET ASSET MANAGEMENT INC | 6,769 | 229,000 | 0.07% | ||
| 48 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | 6,575 | 223,000 | 0.07% | ||
| 49 | CENTRAL TRUST Co | 6,060 | 205,000 | 0.06% | ||
| 50 | Creative Planning | 3,600 | 122,000 | 0.04% |
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.
