| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 845,772 | 13,770,000 | 21.93% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 499,802 | 8,137,000 | 12.96% | ||
| 3 | GUGGENHEIM CAPITAL LLC | 380,415 | 6,193,000 | 9.86% | ||
| 4 | Invesco Ltd. | 297,121 | 4,837,000 | 7.70% | ||
| 5 | UBS Group AG | 294,988 | 4,802,000 | 7.65% | ||
| 6 | Advisors Asset Management, Inc. | 289,993 | 4,721,000 | 7.52% | ||
| 7 | JFS WEALTH ADVISORS, LLC | 270,099 | 4,397,000 | 7.00% | ||
| 8 | LPL Financial LLC | 134,415 | 2,187,000 | 3.48% | ||
| 9 | STIFEL FINANCIAL CORP | 109,660 | 1,786,000 | 2.84% | ||
| 10 | WELLS FARGO & COMPANY/MN | 99,555 | 1,621,000 | 2.58% | ||
| 11 | ADVISOR GROUP, INC. | 78,126 | 1,271,000 | 2.02% | ||
| 12 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 56,000 | 911,000 | 1.45% | ||
| 13 | HighTower Advisors, LLC | 51,780 | 844,000 | 1.34% | ||
| 14 | Stratos Wealth Partners, LTD. | 44,484 | 724,000 | 1.15% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 36,678 | 597,000 | 0.95% | ||
| 16 | LIDO ADVISORS, LLC | 35,144 | 572,000 | 0.91% | ||
| 17 | WESCAP MANAGEMENT GROUP, INC. | 33,650 | 548,000 | 0.87% | ||
| 18 | DOLIVER ADVISORS, LP | 32,196 | 524,000 | 0.83% | ||
| 19 | Bank of New York Mellon Corp | 30,946 | 504,000 | 0.80% | ||
| 20 | Benchmark Capital Advisors | 30,000 | 488,000 | 0.78% | ||
| 21 | Commonwealth Equity Services, Inc | 29,726 | 484,000 | 0.77% | ||
| 22 | ROYAL BANK OF CANADA | 23,846 | 388,000 | 0.62% | ||
| 23 | M&T BANK CORP | 17,599 | 287,000 | 0.46% | ||
| 24 | INTEGRATED WEALTH MANAGEMENT | 16,385 | 267,000 | 0.43% | ||
| 25 | CITIGROUP INC | 16,173 | 263,000 | 0.42% | ||
| 26 | OPPENHEIMER & CO INC | 15,623 | 254,000 | 0.40% | ||
| 27 | Capital Investment Advisors, LLC | 15,010 | 244,000 | 0.39% | ||
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,205 | 199,000 | 0.32% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 11,895 | 194,000 | 0.31% | ||
| 30 | IFP ADVISORS, INC | 11,675 | 190,000 | 0.30% | ||
| 31 | MUFG Americas Holdings Corp | 6,328 | 103,000 | 0.16% | ||
| 32 | REILLY FINANCIAL ADVISORS, LLC | 5,602 | 91,000 | 0.14% | ||
| 33 | Apriem Advisors | 4,750 | 77,000 | 0.12% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,645 | 59,000 | 0.09% | ||
| 35 | DEUTSCHE BANK AG\ | 3,000 | 48,000 | 0.08% | ||
| 36 | M&R CAPITAL MANAGEMENT INC | 3,000 | 48,000 | 0.08% | ||
| 37 | US BANCORP \DE\ | 2,741 | 45,000 | 0.07% | ||
| 38 | MSI Financial Services Inc | 2,486 | 40,000 | 0.06% | ||
| 39 | Allworth Financial LP | 2,418 | 39,000 | 0.06% | ||
| 40 | Creative Planning | 2,000 | 33,000 | 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.
