| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 502,534 | 18,237,000 | 33.68% | ||
| 2 | ROYAL BANK OF CANADA | 163,211 | 5,923,000 | 10.94% | ||
| 3 | ATWOOD & PALMER INC | 157,615 | 5,720,000 | 10.56% | ||
| 4 | FIRST TRUST ADVISORS LP | 156,434 | 5,677,000 | 10.49% | ||
| 5 | LPL Financial LLC | 105,921 | 3,806,000 | 7.03% | ||
| 6 | JPMORGAN CHASE & CO | 71,951 | 2,611,000 | 4.82% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 64,846 | 2,353,000 | 4.35% | ||
| 8 | AMERIPRISE FINANCIAL INC | 49,202 | 1,786,000 | 3.30% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 43,190 | 1,567,000 | 2.89% | ||
| 10 | UBS AG | 31,943 | 1,159,000 | 2.14% | ||
| 11 | Beaumont Financial Partners, LLC | 31,217 | 1,133,000 | 2.09% | ||
| 12 | Virtu KCG Holdings LLC | 27,893 | 1,012,000 | 1.87% | ||
| 13 | STIFEL FINANCIAL CORP | 25,537 | 927,000 | 1.71% | ||
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,115 | 549,000 | 1.01% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 11,783 | 428,000 | 0.79% | ||
| 16 | JANE STREET GROUP, LLC | 10,170 | 369,000 | 0.68% | ||
| 17 | Robert W. Baird & Co. Inc | 7,993 | 290,000 | 0.54% | SH | |
| 18 | First Heartland Consultants, Inc. | 7,867 | 285,000 | 0.53% | ||
| 19 | FIFTH THIRD BANCORP | 2,600 | 94,000 | 0.17% | ||
| 20 | AMERICAN INTERNATIONAL GROUP, INC. | 2,583 | 93,737 | 0.17% | ||
| 21 | WFG Advisors, LP | 777 | 28,000 | 0.05% | ||
| 22 | US BANCORP \DE\ | 573 | 21,000 | 0.04% | ||
| 23 | SIGNATUREFD, LLC | 505 | 18,000 | 0.03% | ||
| 24 | DEUTSCHE BANK AG\ | 460 | 16,000 | 0.03% | ||
| 25 | PRIVATE TRUST CO NA | 340 | 12,000 | 0.02% | ||
| 26 | MSI Financial Services Inc | 328 | 12,000 | 0.02% | ||
| 27 | WELLS FARGO & COMPANY/MN | 270 | 10,000 | 0.02% | ||
| 28 | D.A. DAVIDSON & CO. | 150 | 5,000 | 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.
