| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4,715,088 | 48,424,000 | 20.24% | ||
| 2 | UBS Group AG | 3,266,599 | 33,548,000 | 14.02% | ||
| 3 | MORGAN STANLEY | 2,660,430 | 27,323,000 | 11.42% | ||
| 4 | Advisors Asset Management, Inc. | 1,630,550 | 16,762,000 | 7.01% | ||
| 5 | WELLS FARGO & COMPANY/MN | 1,362,713 | 13,995,000 | 5.85% | ||
| 6 | STIFEL FINANCIAL CORP | 851,329 | 8,748,000 | 3.66% | ||
| 7 | LPL Financial LLC | 792,444 | 8,313,000 | 3.47% | ||
| 8 | ROYAL BANK OF CANADA | 704,054 | 7,230,000 | 3.02% | ||
| 9 | CORNERSTONE ADVISORS INC | 630,421 | 6,481,000 | 2.71% | ||
| 10 | PHH INVESTMENTS, LTD. | 3,958 | 3,958,000 | 1.65% | ||
| 11 | GUGGENHEIM CAPITAL LLC | 352,880 | 3,627,000 | 1.52% | ||
| 12 | RAYMOND JAMES & ASSOCIATES | 342,089 | 3,513,000 | 1.47% | ||
| 13 | McGowan Group Asset Management, Inc. | 341,614 | 3,508,000 | 1.47% | ||
| 14 | MILLENNIUM MANAGEMENT LLC | 338,668 | 3,478,000 | 1.45% | ||
| 15 | Invesco Ltd. | 278,931 | 2,865,000 | 1.20% | ||
| 16 | Calamos Wealth Management LLC | 268,164 | 2,754,000 | 1.15% | ||
| 17 | Shaker Financial Services, LLC | 261,695 | 2,688,000 | 1.12% | ||
| 18 | Laurion Capital Management LP | 252,681 | 2,598,000 | 1.09% | ||
| 19 | Raymond James Financial Services Advisors, Inc. | 219,226 | 2,251,000 | 0.94% | ||
| 20 | CITIGROUP INC | 194,122 | 1,995,000 | 0.83% | ||
| 21 | Janney Montgomery Scott LLC | 194,140 | 1,994,000 | 0.83% | ||
| 22 | CONNING INC. | 187,112 | 1,924,000 | 0.80% | ||
| 23 | DOMANI WEALTH, LLC | 180,550 | 1,854,000 | 0.77% | ||
| 24 | COHEN & STEERS, INC. | 174,606 | 1,795,000 | 0.75% | ||
| 25 | CENTRAL TRUST Co | 164,675 | 1,691,000 | 0.71% | ||
| 26 | WEDBUSH SECURITIES INC | 158,010 | 1,623,000 | 0.68% | ||
| 27 | Commonwealth Equity Services, Inc | 152,421 | 1,565,000 | 0.65% | ||
| 28 | Private Advisor Group, LLC | 126,746 | 1,356,000 | 0.57% | ||
| 29 | Oxbow Advisors, LLC | 129,764 | 1,333,000 | 0.56% | ||
| 30 | ADVISOR GROUP, INC. | 103,645 | 1,065,000 | 0.45% | ||
| 31 | Creative Planning | 102,434 | 1,052,000 | 0.44% | ||
| 32 | Aviance Capital Partners, LLC | 95,121 | 977,000 | 0.41% | ||
| 33 | TELEMUS CAPITAL, LLC | 88,878 | 913,000 | 0.38% | ||
| 34 | HighTower Advisors, LLC | 87,115 | 894,000 | 0.37% | ||
| 35 | FINANCIAL ENHANCEMENT GROUP LLC | 86,101 | 884,000 | 0.37% | ||
| 36 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 81,846 | 840,000 | 0.35% | ||
| 37 | AMERIPRISE FINANCIAL INC | 73,747 | 757,000 | 0.32% | ||
| 38 | Cetera Advisor Networks LLC | 66,234 | 679,000 | 0.28% | ||
| 39 | Frontier Wealth Management LLC | 48,608 | 499,000 | 0.21% | ||
| 40 | Curi Capital, LLC | 48,594 | 499,000 | 0.21% | ||
| 41 | Weiss Asset Management LP | 47,621 | 490,000 | 0.20% | ||
| 42 | Dana Investment Advisors, Inc. | 46,431 | 477,000 | 0.20% | ||
| 43 | Regis Management CO LLC | 42,400 | 435,000 | 0.18% | ||
| 44 | Alpine Global Management, LLC | 41,023 | 422,000 | 0.18% | ||
| 45 | FARMERS & MERCHANTS INVESTMENTS INC | 39,640 | 407,000 | 0.17% | ||
| 46 | WealthTrust Axiom LLC | 37,019 | 380,000 | 0.16% | ||
| 47 | FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 35,234 | 362,000 | 0.15% | ||
| 48 | OPPENHEIMER & CO INC | 34,379 | 354,000 | 0.15% | ||
| 49 | RPG INVESTMENT ADVISORY, LLC | 32,472 | 333,000 | 0.14% | ||
| 50 | RAYMOND JAMES TRUST N.A. | 32,077 | 330,000 | 0.14% |
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.
