| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 835,686 | 13,404,000 | 20.64% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 471,228 | 7,558,000 | 11.64% | ||
| 3 | GUGGENHEIM CAPITAL LLC | 431,320 | 6,918,000 | 10.65% | ||
| 4 | UBS Group AG | 355,042 | 5,694,000 | 8.77% | ||
| 5 | Advisors Asset Management, Inc. | 341,127 | 5,472,000 | 8.43% | ||
| 6 | Invesco Ltd. | 322,566 | 5,174,000 | 7.97% | ||
| 7 | JFS WEALTH ADVISORS, LLC | 273,099 | 4,381,000 | 6.75% | ||
| 8 | LPL Financial LLC | 128,326 | 2,051,000 | 3.16% | ||
| 9 | STIFEL FINANCIAL CORP | 114,298 | 1,838,000 | 2.83% | ||
| 10 | WELLS FARGO & COMPANY/MN | 109,260 | 1,753,000 | 2.70% | ||
| 11 | ADVISOR GROUP, INC. | 87,026 | 1,396,000 | 2.15% | ||
| 12 | HighTower Advisors, LLC | 52,173 | 838,000 | 1.29% | ||
| 13 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 48,650 | 780,000 | 1.20% | ||
| 14 | Stratos Wealth Partners, LTD. | 44,590 | 715,000 | 1.10% | ||
| 15 | WESCAP MANAGEMENT GROUP, INC. | 36,730 | 589,000 | 0.91% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 36,678 | 588,000 | 0.91% | ||
| 17 | LIDO ADVISORS, LLC | 35,144 | 564,000 | 0.87% | ||
| 18 | Commonwealth Equity Services, Inc | 33,011 | 530,000 | 0.82% | ||
| 19 | Benchmark Capital Advisors | 33,000 | 529,000 | 0.81% | ||
| 20 | Bank of New York Mellon Corp | 24,066 | 386,000 | 0.59% | ||
| 21 | ROYAL BANK OF CANADA | 23,846 | 382,000 | 0.59% | ||
| 22 | CETERA INVESTMENT ADVISERS | 21,397 | 343,000 | 0.53% | ||
| 23 | M&T BANK CORP | 17,800 | 286,000 | 0.44% | ||
| 24 | INTEGRATED WEALTH MANAGEMENT | 16,385 | 263,000 | 0.41% | ||
| 25 | CORIENT CAPITAL PARTNERS, LLC | 15,694 | 252,000 | 0.39% | ||
| 26 | OPPENHEIMER & CO INC | 15,591 | 250,000 | 0.39% | ||
| 27 | CITIGROUP INC | 15,430 | 248,000 | 0.38% | ||
| 28 | Capital Investment Advisors, LLC | 15,010 | 241,000 | 0.37% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 14,895 | 239,000 | 0.37% | ||
| 30 | Cambridge Investment Research Advisors, Inc. | 14,300 | 229,000 | 0.35% | ||
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,205 | 196,000 | 0.30% | ||
| 32 | IFP ADVISORS, INC | 11,775 | 189,000 | 0.29% | ||
| 33 | NEXT Financial Group, Inc | 8,650 | 139,000 | 0.21% | ||
| 34 | MUFG Americas Holdings Corp | 6,376 | 102,000 | 0.16% | ||
| 35 | REILLY FINANCIAL ADVISORS, LLC | 5,629 | 90,000 | 0.14% | ||
| 36 | Apriem Advisors | 4,750 | 76,000 | 0.12% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,645 | 58,000 | 0.09% | ||
| 38 | M&R CAPITAL MANAGEMENT INC | 3,000 | 48,000 | 0.07% | ||
| 39 | US BANCORP \DE\ | 2,741 | 44,000 | 0.07% | ||
| 40 | Allworth Financial LP | 2,419 | 39,000 | 0.06% | ||
| 41 | Creative Planning | 2,100 | 34,000 | 0.05% | ||
| 42 | MSI Financial Services Inc | 1,707 | 27,000 | 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.
