| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,078,335 | 15,496,000 | 29.08% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 482,496 | 6,933,000 | 13.01% | ||
| 3 | JFS WEALTH ADVISORS, LLC | 400,019 | 5,748,000 | 10.79% | ||
| 4 | GUGGENHEIM CAPITAL LLC | 320,950 | 4,611,000 | 8.65% | ||
| 5 | Invesco Ltd. | 264,911 | 3,807,000 | 7.14% | ||
| 6 | UBS Group AG | 214,669 | 3,085,000 | 5.79% | ||
| 7 | Advisors Asset Management, Inc. | 209,826 | 3,015,000 | 5.66% | ||
| 8 | LPL Financial LLC | 116,917 | 1,685,000 | 3.16% | ||
| 9 | STIFEL FINANCIAL CORP | 96,565 | 1,388,000 | 2.60% | ||
| 10 | WELLS FARGO & COMPANY/MN | 91,736 | 1,318,000 | 2.47% | ||
| 11 | MACKAY SHIELDS LLC | 57,976 | 833,000 | 1.56% | ||
| 12 | AMERICAN INTERNATIONAL GROUP, INC. | 43,826 | 630,000 | 1.18% | ||
| 13 | Stratos Wealth Partners, LTD. | 38,598 | 555,000 | 1.04% | ||
| 14 | HighTower Advisors, LLC | 37,080 | 533,000 | 1.00% | ||
| 15 | ROYAL BANK OF CANADA | 26,925 | 387,000 | 0.73% | ||
| 16 | Commonwealth Equity Services, Inc | 25,795 | 371,000 | 0.70% | ||
| 17 | Benchmark Capital Advisors | 25,000 | 359,000 | 0.67% | ||
| 18 | M&T BANK CORP | 16,911 | 243,000 | 0.46% | ||
| 19 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 16,566 | 238,000 | 0.45% | ||
| 20 | INTEGRATED WEALTH MANAGEMENT | 16,385 | 235,000 | 0.44% | ||
| 21 | Bank of New York Mellon Corp | 14,966 | 215,000 | 0.40% | ||
| 22 | OPPENHEIMER & CO INC | 14,845 | 213,000 | 0.40% | ||
| 23 | Virtu KCG Holdings LLC | 14,499 | 208,000 | 0.39% | ||
| 24 | Capital Investment Advisors, LLC | 14,200 | 204,000 | 0.38% | ||
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,205 | 175,000 | 0.33% | ||
| 26 | Concert Wealth Management Inc. | 10,500 | 151,000 | 0.28% | ||
| 27 | Creative Planning | 8,254 | 119,000 | 0.22% | ||
| 28 | CITIGROUP INC | 7,923 | 114,000 | 0.21% | ||
| 29 | MUFG Americas Holdings Corp | 6,157 | 88,000 | 0.17% | ||
| 30 | REILLY FINANCIAL ADVISORS, LLC | 5,184 | 74,000 | 0.14% | ||
| 31 | Efficient Market Advisors, LLC | 4,950 | 71,000 | 0.13% | ||
| 32 | Apriem Advisors | 4,473 | 64,000 | 0.12% | ||
| 33 | Allworth Financial LP | 2,418 | 35,000 | 0.07% | ||
| 34 | Kavar Capital Partners, LLC | 2,000 | 28,000 | 0.05% | ||
| 35 | Evercore Wealth Management, LLC | 1,650 | 24,000 | 0.05% | ||
| 36 | FIFTH THIRD BANCORP | 1,100 | 16,000 | 0.03% | ||
| 37 | MSI Financial Services Inc | 792 | 11,000 | 0.02% | ||
| 38 | Formidable Asset Management, LLC | 762 | 10,000 | 0.02% | ||
| 39 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 352 | 5,000 | 0.01% |
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.
