| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 5,584,863 | 65,566,000 | 23.36% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 4,527,148 | 53,149,000 | 18.93% | ||
| 3 | MORGAN STANLEY | 2,607,869 | 30,617,000 | 10.91% | ||
| 4 | Advisors Asset Management, Inc. | 1,717,916 | 20,168,000 | 7.18% | ||
| 5 | WELLS FARGO & COMPANY/MN | 1,415,285 | 16,615,000 | 5.92% | ||
| 6 | ROYAL BANK OF CANADA | 727,681 | 8,543,000 | 3.04% | ||
| 7 | Vident Investment Advisory, LLC | 686,798 | 8,063,000 | 2.87% | ||
| 8 | STIFEL FINANCIAL CORP | 669,737 | 7,864,000 | 2.80% | ||
| 9 | BANK OF MONTREAL /CAN/ | 399,341 | 4,688,000 | 1.67% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 382,179 | 4,487,000 | 1.60% | ||
| 11 | Invesco Ltd. | 356,765 | 4,188,000 | 1.49% | ||
| 12 | LPL Financial LLC | 347,953 | 4,085,000 | 1.46% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 335,572 | 3,940,000 | 1.40% | ||
| 14 | POINTE CAPITAL MANAGEMENT LLC | 320,205 | 3,759,000 | 1.34% | ||
| 15 | GUGGENHEIM CAPITAL LLC | 272,403 | 3,198,000 | 1.14% | ||
| 16 | COHEN & STEERS, INC. | 200,228 | 2,351,000 | 0.84% | ||
| 17 | Commonwealth Equity Services, Inc | 200,102 | 2,349,000 | 0.84% | ||
| 18 | CONNING INC. | 193,128 | 2,267,000 | 0.81% | ||
| 19 | DOMANI WEALTH, LLC | 180,550 | 2,120,000 | 0.76% | ||
| 20 | WEDBUSH SECURITIES INC | 173,447 | 2,036,000 | 0.73% | ||
| 21 | Janney Montgomery Scott LLC | 170,104 | 1,997,000 | 0.71% | ||
| 22 | Shaker Financial Services, LLC | 168,909 | 1,983,000 | 0.71% | ||
| 23 | CENTRAL TRUST Co | 157,775 | 1,852,000 | 0.66% | ||
| 24 | AMERIPRISE FINANCIAL INC | 151,911 | 1,778,000 | 0.63% | ||
| 25 | Oxbow Advisors, LLC | 128,215 | 1,505,000 | 0.54% | ||
| 26 | Creative Planning | 107,420 | 1,261,000 | 0.45% | ||
| 27 | ADVISOR GROUP, INC. | 105,439 | 1,238,000 | 0.44% | ||
| 28 | Aviance Capital Partners, LLC | 101,821 | 1,195,000 | 0.43% | ||
| 29 | HighTower Advisors, LLC | 100,223 | 1,177,000 | 0.42% | ||
| 30 | FINANCIAL ENHANCEMENT GROUP LLC | 91,703 | 1,077,000 | 0.38% | ||
| 31 | TELEMUS CAPITAL, LLC | 87,742 | 1,030,000 | 0.37% | ||
| 32 | Nuveen Asset Management, LLC | 18,419 | 988,000 | 0.35% | ||
| 33 | Frontier Wealth Management LLC | 73,303 | 861,000 | 0.31% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 51,170 | 600,000 | 0.21% | ||
| 35 | Dana Investment Advisors, Inc. | 46,431 | 545,000 | 0.19% | ||
| 36 | Regis Management CO LLC | 42,400 | 498,000 | 0.18% | ||
| 37 | RPG INVESTMENT ADVISORY, LLC | 41,914 | 492,000 | 0.18% | ||
| 38 | Advisory Services Network, LLC | 41,778 | 490,000 | 0.17% | ||
| 39 | Private Advisor Group, LLC | 40,133 | 470,000 | 0.17% | ||
| 40 | Cetera Advisor Networks LLC | 38,808 | 453,000 | 0.16% | ||
| 41 | FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 37,116 | 436,000 | 0.16% | ||
| 42 | WealthTrust Axiom LLC | 36,019 | 422,000 | 0.15% | ||
| 43 | PNC FINANCIAL SERVICES GROUP, INC. | 30,909 | 363,000 | 0.13% | ||
| 44 | IFP ADVISORS, INC | 30,721 | 361,000 | 0.13% | ||
| 45 | DAVENPORT & Co LLC | 30,417 | 357,101 | 0.13% | ||
| 46 | RAYMOND JAMES TRUST N.A. | 29,312 | 344,000 | 0.12% | ||
| 47 | Cambridge Investment Research Advisors, Inc. | 29,232 | 343,000 | 0.12% | ||
| 48 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 26,025 | 306,000 | 0.11% | ||
| 49 | DOLIVER ADVISORS, LP | 25,964 | 305,000 | 0.11% | ||
| 50 | Institute for Wealth Management, LLC. | 25,768 | 303,000 | 0.11% |
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.
