| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 2,397,416 | 58,017,000 | 29.65% | ||
| 2 | WELLS FARGO & COMPANY/MN | 1,420,811 | 34,384,000 | 17.57% | ||
| 3 | MORGAN STANLEY | 1,131,032 | 27,371,000 | 13.99% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,083,575 | 26,222,000 | 13.40% | ||
| 5 | Lehman Financial Resources, Inc. | 311,140 | 7,529,000 | 3.85% | ||
| 6 | VAN ECK ASSOCIATES CORP | 196,863 | 4,764,000 | 2.43% | ||
| 7 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 126,400 | 3,059,000 | 1.56% | ||
| 8 | LPL Financial LLC | 122,679 | 2,977,000 | 1.52% | ||
| 9 | PROFICIO CAPITAL PARTNERS LLC | 120,366 | 2,908,000 | 1.49% | ||
| 10 | DEUTSCHE BANK AG\ | 107,806 | 2,608,000 | 1.33% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 94,070 | 2,277,000 | 1.16% | ||
| 12 | BAIRD FINANCIAL GROUP, INC. | 88,008 | 2,130,000 | 1.09% | ||
| 13 | CITIGROUP INC | 81,271 | 1,967,000 | 1.01% | ||
| 14 | STIFEL FINANCIAL CORP | 70,853 | 1,714,000 | 0.88% | ||
| 15 | Commonwealth Equity Services, Inc | 63,736 | 1,542,000 | 0.79% | ||
| 16 | ROYAL BANK OF CANADA | 63,693 | 1,541,000 | 0.79% | ||
| 17 | PINNACLE ASSOCIATES LTD | 57,956 | 1,403,000 | 0.72% | ||
| 18 | USCA RIA LLC | 44,463 | 1,076,000 | 0.55% | ||
| 19 | FIRST TRUST ADVISORS LP | 35,593 | 861,000 | 0.44% | ||
| 20 | Advisory Services Network, LLC | 33,660 | 815,000 | 0.42% | ||
| 21 | ROBINSON CAPITAL MANAGEMENT, LLC | 32,240 | 780,000 | 0.40% | ||
| 22 | Raymond James Financial Services Advisors, Inc. | 29,000 | 702,000 | 0.36% | ||
| 23 | NATIONAL PLANNING CORP | 29,000 | 699,000 | 0.36% | ||
| 24 | Janney Montgomery Scott LLC | 29,726 | 641,000 | 0.33% | ||
| 25 | Cambridge Investment Research Advisors, Inc. | 22,954 | 555,000 | 0.28% | ||
| 26 | Brick & Kyle, Associates | 21,908 | 530,000 | 0.27% | ||
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,566 | 522,000 | 0.27% | ||
| 28 | GENEVA PARTNERS, LLC | 22,500 | 521,000 | 0.27% | ||
| 29 | Pinnacle Advisory Group, Inc. | 20,750 | 502,000 | 0.26% | ||
| 30 | JACOBI CAPITAL MANAGEMENT LLC | 19,253 | 467,000 | 0.24% | ||
| 31 | DOLIVER ADVISORS, LP | 16,401 | 398,000 | 0.20% | ||
| 32 | JPMORGAN CHASE & CO | 16,070 | 389,000 | 0.20% | ||
| 33 | HighTower Advisors, LLC | 15,249 | 369,000 | 0.19% | ||
| 34 | Tortoise Investment Management, LLC | 14,220 | 344,000 | 0.18% | ||
| 35 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 12,374 | 299,000 | 0.15% | ||
| 36 | TELEMUS CAPITAL, LLC | 12,000 | 290,000 | 0.15% | ||
| 37 | Investors Capital Advisory Services | 11,271 | 272,000 | 0.14% | ||
| 38 | OTA Financial Group L.P. | 11,109 | 268,000 | 0.14% | ||
| 39 | Chicago Partners Investment Group LLC | 9,597 | 232,000 | 0.12% | ||
| 40 | Summit Financial Wealth Advisors, LLC | 9,500 | 230,000 | 0.12% | ||
| 41 | US BANCORP \DE\ | 9,092 | 220,000 | 0.11% | ||
| 42 | Bison Wealth, LLC | 8,504 | 205,000 | 0.10% | ||
| 43 | WEDBUSH SECURITIES INC | 8,353 | 202,000 | 0.10% | ||
| 44 | CITY HOLDING CO | 7,049 | 171,000 | 0.09% | ||
| 45 | CUTLER GROUP LLC / CA | 5,798 | 140,000 | 0.07% | ||
| 46 | MSI Financial Services Inc | 5,152 | 125,000 | 0.06% | ||
| 47 | Thomas J. Herzfeld Advisors, Inc. | 4,848 | 117,000 | 0.06% | ||
| 48 | Creative Planning | 4,750 | 115,000 | 0.06% | ||
| 49 | ADVISOR GROUP, INC. | 2,520 | 60,000 | 0.03% | ||
| 50 | First Horizon Advisors, Inc. | 2,000 | 48,000 | 0.02% |
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.
