| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 1,166,772 | 31,398,000 | 16.93% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,113,344 | 29,960,000 | 16.15% | ||
| 3 | MORGAN STANLEY | 879,687 | 23,672,000 | 12.76% | ||
| 4 | WELLS FARGO & COMPANY/MN | 765,540 | 20,601,000 | 11.11% | ||
| 5 | UBS Group AG | 589,086 | 15,852,000 | 8.55% | ||
| 6 | LPL Financial LLC | 519,688 | 13,756,000 | 7.42% | ||
| 7 | ROYAL BANK OF CANADA | 216,292 | 5,821,000 | 3.14% | ||
| 8 | Raymond James Financial Services Advisors, Inc. | 198,579 | 5,344,000 | 2.88% | ||
| 9 | JPMORGAN CHASE & CO | 185,925 | 5,003,000 | 2.70% | ||
| 10 | STIFEL FINANCIAL CORP | 129,465 | 3,483,000 | 1.88% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 128,504 | 3,458,000 | 1.86% | ||
| 12 | Regal Investment Advisors LLC | 88,409 | 2,379,000 | 1.28% | ||
| 13 | Janney Montgomery Scott LLC | 77,344 | 2,081,000 | 1.12% | ||
| 14 | CITADEL ADVISORS LLC | 74,329 | 2,000,000 | 1.08% | ||
| 15 | PARK NATIONAL CORP /OH/ | 52,160 | 1,404,000 | 0.76% | ||
| 16 | Commonwealth Equity Services, Inc | 52,186 | 1,404,000 | 0.76% | ||
| 17 | SNOWDEN CAPITAL ADVISORS LLC | 49,041 | 1,319,693 | 0.71% | ||
| 18 | Cetera Advisors LLC | 49,045 | 1,313,000 | 0.71% | ||
| 19 | Psagot Value Holdings Ltd. | 28,670 | 1,296,000 | 0.70% | ||
| 20 | JANE STREET GROUP, LLC | 44,342 | 1,193,000 | 0.64% | ||
| 21 | Private Advisor Group, LLC | 41,689 | 1,122,000 | 0.60% | ||
| 22 | Tower Research Capital LLC (TRC) | 37,152 | 999,000 | 0.54% | ||
| 23 | AMERIPRISE FINANCIAL INC | 34,186 | 920,000 | 0.50% | ||
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,620 | 904,000 | 0.49% | ||
| 25 | IFP ADVISORS, INC | 32,353 | 871,000 | 0.47% | ||
| 26 | AMERICAN INTERNATIONAL GROUP, INC. | 31,127 | 838,000 | 0.45% | ||
| 27 | Koshinski Asset Management, Inc. | 30,067 | 809,000 | 0.44% | ||
| 28 | Cambridge Investment Research Advisors, Inc. | 22,275 | 599,000 | 0.32% | ||
| 29 | BKS ADVISORS, LLC | 19,448 | 523,000 | 0.28% | ||
| 30 | Stratos Wealth Partners, LTD. | 18,104 | 487,000 | 0.26% | ||
| 31 | LVM CAPITAL MANAGEMENT LTD/MI | 14,755 | 397,000 | 0.21% | ||
| 32 | First Heartland Consultants, Inc. | 13,024 | 350,000 | 0.19% | ||
| 33 | M&T BANK CORP | 12,413 | 334,000 | 0.18% | ||
| 34 | Cetera Advisor Networks LLC | 11,657 | 316,000 | 0.17% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 11,114 | 300,000 | 0.16% | ||
| 36 | HL FINANCIAL SERVICES LLC | 11,093 | 299,000 | 0.16% | ||
| 37 | Creative Planning | 9,958 | 268,000 | 0.14% | ||
| 38 | PNC FINANCIAL SERVICES GROUP, INC. | 9,726 | 262,000 | 0.14% | ||
| 39 | WEDBUSH SECURITIES INC | 9,593 | 258,000 | 0.14% | ||
| 40 | SII INVESTMENTS INC/WI | 8,255 | 222,000 | 0.12% | ||
| 41 | WFG Advisors, LP | 8,181 | 220,000 | 0.12% | ||
| 42 | CITIGROUP INC | 8,041 | 216,000 | 0.12% | ||
| 43 | Virtu KCG Holdings LLC | 7,447 | 200,000 | 0.11% | ||
| 44 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6,720 | 181,000 | 0.10% | ||
| 45 | MSI Financial Services Inc | 6,099 | 164,000 | 0.09% | ||
| 46 | GENEOS WEALTH MANAGEMENT INC. | 5,646 | 152,000 | 0.08% | ||
| 47 | D.A. DAVIDSON & CO. | 3,530 | 94,000 | 0.05% | ||
| 48 | ENVESTNET ASSET MANAGEMENT INC | 2,987 | 80,000 | 0.04% | ||
| 49 | Hefren-Tillotson, Inc. | 2,869 | 77,000 | 0.04% | ||
| 50 | NEXT Financial Group, Inc | 1,785 | 48,000 | 0.03% |
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.
