| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,311,064 | 97,975,000 | 41.49% | ||
| 2 | WELLS FARGO & COMPANY/MN | 1,013,082 | 29,977,000 | 12.70% | ||
| 3 | UBS Group AG | 989,982 | 29,294,000 | 12.41% | ||
| 4 | LPL Financial LLC | 572,657 | 16,521,000 | 7.00% | ||
| 5 | AMERICAN INTERNATIONAL GROUP, INC. | 425,546 | 12,591,000 | 5.33% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 285,253 | 8,441,000 | 3.57% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 179,087 | 5,299,000 | 2.24% | ||
| 8 | ROYAL BANK OF CANADA | 129,124 | 3,821,000 | 1.62% | ||
| 9 | IMA Advisory Services, Inc. | 110,292 | 3,197,000 | 1.35% | SH | |
| 10 | Raymond James Financial Services Advisors, Inc. | 101,825 | 3,013,000 | 1.28% | ||
| 11 | SignalPoint Asset Management, LLC | 77,884 | 2,305,000 | 0.98% | ||
| 12 | AMERIPRISE FINANCIAL INC | 74,427 | 2,202,000 | 0.93% | ||
| 13 | First Allied Advisory Services, Inc. | 58,227 | 1,728,000 | 0.73% | ||
| 14 | Commonwealth Equity Services, Inc | 57,631 | 1,705,000 | 0.72% | ||
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54,070 | 1,600,000 | 0.68% | ||
| 16 | STEPHENS INC /AR/ | 47,877 | 1,417,000 | 0.60% | ||
| 17 | MSI Financial Services Inc | 44,214 | 1,308,000 | 0.55% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 43,742 | 1,294,000 | 0.55% | ||
| 19 | BB&T SECURITIES, LLC | 43,246 | 1,279,000 | 0.54% | ||
| 20 | STIFEL FINANCIAL CORP | 21,798 | 1,213,000 | 0.51% | ||
| 21 | ENVESTNET ASSET MANAGEMENT INC | 40,973 | 1,212,000 | 0.51% | ||
| 22 | OPPENHEIMER & CO INC | 38,325 | 1,134,000 | 0.48% | ||
| 23 | CITIGROUP INC | 27,793 | 822,000 | 0.35% | ||
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 22,971 | 680,000 | 0.29% | ||
| 25 | JANE STREET GROUP, LLC | 21,473 | 635,000 | 0.27% | ||
| 26 | Janney Montgomery Scott LLC | 20,257 | 599,000 | 0.25% | ||
| 27 | M&T BANK CORP | 17,828 | 528,000 | 0.22% | ||
| 28 | HL FINANCIAL SERVICES LLC | 15,256 | 451,000 | 0.19% | ||
| 29 | Cetera Advisor Networks LLC | 12,140 | 359,000 | 0.15% | ||
| 30 | D.A. DAVIDSON & CO. | 12,060 | 356,000 | 0.15% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 9,362 | 277,000 | 0.12% | ||
| 32 | Yorktown Management & Research Co Inc | 9,000 | 266,000 | 0.11% | ||
| 33 | Cetera Advisors LLC | 8,970 | 266,000 | 0.11% | ||
| 34 | INVESTMENT CENTERS OF AMERICA INC | 8,582 | 253,000 | 0.11% | ||
| 35 | First Heartland Consultants, Inc. | 8,045 | 238,000 | 0.10% | ||
| 36 | FLOW TRADERS U.S. LLC | 7,741 | 229,000 | 0.10% | ||
| 37 | JPMORGAN CHASE & CO | 7,390 | 219,000 | 0.09% | ||
| 38 | HM PAYSON & CO | 7,370 | 218,000 | 0.09% | ||
| 39 | REGIONS FINANCIAL CORP | 6,997 | 207,000 | 0.09% | ||
| 40 | Winslow, Evans & Crocker, Inc. | 6,358 | 188,106 | 0.08% | ||
| 41 | NEXT Financial Group, Inc | 5,420 | 160,000 | 0.07% | ||
| 42 | WFG Advisors, LP | 4,830 | 143,000 | 0.06% | ||
| 43 | SECURITY NATIONAL TRUST CO | 4,682 | 139,000 | 0.06% | ||
| 44 | IFP ADVISORS, INC | 3,957 | 117,000 | 0.05% | ||
| 45 | PNC FINANCIAL SERVICES GROUP, INC. | 2,682 | 79,000 | 0.03% | ||
| 46 | US BANCORP \DE\ | 1,247 | 37,000 | 0.02% | ||
| 47 | COCONUT GROVE BANK | 1,200 | 36,000 | 0.02% | ||
| 48 | BENJAMIN F. EDWARDS & COMPANY, INC. | 1,180 | 35,000 | 0.01% | ||
| 49 | Burt Wealth Advisors | 872 | 25,000 | 0.01% | ||
| 50 | Sunbelt Securities, Inc. | 509 | 15,065 | 0.01% |
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.
