| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,190,310 | 44,989,000 | 21.43% | ||
| 2 | UBS Group AG | 1,568,816 | 32,223,000 | 15.35% | ||
| 3 | MORGAN STANLEY | 874,634 | 17,965,000 | 8.56% | ||
| 4 | Joel Isaacson & Co., LLC | 842,918 | 17,314,000 | 8.25% | ||
| 5 | COHEN & STEERS, INC. | 825,155 | 16,949,000 | 8.07% | ||
| 6 | WELLS FARGO & COMPANY/MN | 571,228 | 11,733,000 | 5.59% | ||
| 7 | Stratos Wealth Partners, LTD. | 439,390 | 9,025,000 | 4.30% | ||
| 8 | LPL Financial LLC | 434,353 | 9,000,000 | 4.29% | ||
| 9 | Formidable Asset Management, LLC | 319,773 | 6,568,000 | 3.13% | ||
| 10 | GUGGENHEIM CAPITAL LLC | 270,511 | 5,556,000 | 2.65% | ||
| 11 | TILLER PRIVATE WEALTH, INC. | 227,707 | 4,677,000 | 2.23% | ||
| 12 | Advisors Asset Management, Inc. | 175,326 | 3,601,000 | 1.72% | ||
| 13 | Invesco Ltd. | 147,450 | 3,029,000 | 1.44% | ||
| 14 | FIRST TRUST ADVISORS LP | 117,437 | 2,412,000 | 1.15% | ||
| 15 | OPPENHEIMER & CO INC | 113,415 | 2,329,000 | 1.11% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 108,557 | 2,230,000 | 1.06% | ||
| 17 | Commonwealth Equity Services, Inc | 106,032 | 2,178,000 | 1.04% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 97,337 | 1,999,000 | 0.95% | ||
| 19 | AMERIPRISE FINANCIAL INC | 54,135 | 1,112,000 | 0.53% | ||
| 20 | ADVISOR GROUP, INC. | 50,457 | 1,037,000 | 0.49% | ||
| 21 | EATON VANCE MANAGEMENT | 49,716 | 1,021,000 | 0.49% | ||
| 22 | Janney Montgomery Scott LLC | 40,397 | 830,000 | 0.40% | ||
| 23 | ROYAL BANK OF CANADA | 39,983 | 821,000 | 0.39% | ||
| 24 | MSI Financial Services Inc | 34,842 | 716,000 | 0.34% | ||
| 25 | Cambridge Investment Research Advisors, Inc. | 34,619 | 711,000 | 0.34% | ||
| 26 | DOLIVER ADVISORS, LP | 33,742 | 693,000 | 0.33% | ||
| 27 | Private Advisor Group, LLC | 32,492 | 688,000 | 0.33% | ||
| 28 | Raymond James Financial Services Advisors, Inc. | 24,797 | 509,000 | 0.24% | ||
| 29 | Regis Management CO LLC | 23,780 | 488,000 | 0.23% | ||
| 30 | Creative Planning | 22,739 | 467,000 | 0.22% | ||
| 31 | NEXT Financial Group, Inc | 22,548 | 463,000 | 0.22% | ||
| 32 | STIFEL FINANCIAL CORP | 20,060 | 413,000 | 0.20% | ||
| 33 | McGowan Group Asset Management, Inc. | 17,816 | 366,000 | 0.17% | ||
| 34 | NATIONAL PLANNING CORP | 15,916 | 345,000 | 0.16% | ||
| 35 | CITIGROUP INC | 15,942 | 327,000 | 0.16% | ||
| 36 | North Star Investment Management Corp. | 14,842 | 305,000 | 0.15% | ||
| 37 | GOLDMAN SACHS GROUP INC | 14,739 | 303,000 | 0.14% | ||
| 38 | Lourd Capital, LLC | 14,674 | 301,000 | 0.14% | ||
| 39 | LEVEL FOUR ADVISORY SERVICES, LLC | 13,479 | 277,000 | 0.13% | ||
| 40 | SNOWDEN CAPITAL ADVISORS LLC | 13,325 | 273,702 | 0.13% | ||
| 41 | KEYBANK NATIONAL ASSOCIATION/OH | 13,040 | 268,000 | 0.13% | ||
| 42 | BANK OF MONTREAL /CAN/ | 12,104 | 241,000 | 0.11% | ||
| 43 | PNC FINANCIAL SERVICES GROUP, INC. | 11,350 | 233,000 | 0.11% | ||
| 44 | M&T BANK CORP | 10,983 | 226,000 | 0.11% | ||
| 45 | CHEMICAL BANK | 11,000 | 226,000 | 0.11% | ||
| 46 | IFP ADVISORS, INC | 10,845 | 223,000 | 0.11% | ||
| 47 | WealthTrust Axiom LLC | 10,640 | 218,000 | 0.10% | ||
| 48 | AHRENS INVESTMENT PARTNERS LLC | 10,300 | 212,000 | 0.10% | ||
| 49 | VICUS CAPITAL | 10,025 | 206,000 | 0.10% | ||
| 50 | Weiss Asset Management LP | 9,785 | 201,000 | 0.10% |
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.
