| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 1,167,373 | 31,017,000 | 17.71% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,031,265 | 27,402,000 | 15.65% | ||
| 3 | WELLS FARGO & COMPANY/MN | 855,172 | 22,721,000 | 12.98% | ||
| 4 | MORGAN STANLEY | 851,393 | 22,622,000 | 12.92% | ||
| 5 | UBS Group AG | 582,555 | 15,478,000 | 8.84% | ||
| 6 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 315,964 | 8,392,000 | 4.79% | ||
| 7 | LPL Financial LLC | 249,778 | 6,634,000 | 3.79% | ||
| 8 | ROYAL BANK OF CANADA | 213,213 | 5,665,000 | 3.24% | ||
| 9 | JPMORGAN CHASE & CO | 180,390 | 4,804,000 | 2.74% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 118,430 | 3,147,000 | 1.80% | ||
| 11 | Regal Investment Advisors LLC | 86,812 | 2,307,000 | 1.32% | ||
| 12 | Raymond James Financial Services Advisors, Inc. | 77,547 | 2,060,000 | 1.18% | ||
| 13 | Janney Montgomery Scott LLC | 75,878 | 1,917,000 | 1.09% | ||
| 14 | PARK NATIONAL CORP /OH/ | 65,937 | 1,752,000 | 1.00% | ||
| 15 | Cetera Advisors LLC | 64,889 | 1,725,000 | 0.99% | ||
| 16 | STIFEL FINANCIAL CORP | 58,215 | 1,547,000 | 0.88% | ||
| 17 | Commonwealth Equity Services, Inc | 52,217 | 1,387,000 | 0.79% | ||
| 18 | SNOWDEN CAPITAL ADVISORS LLC | 49,603 | 1,317,952 | 0.75% | ||
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45,247 | 1,205,000 | 0.69% | ||
| 20 | Private Advisor Group, LLC | 39,807 | 1,057,000 | 0.60% | ||
| 21 | Koshinski Asset Management, Inc. | 33,232 | 883,000 | 0.50% | ||
| 22 | AMERIPRISE FINANCIAL INC | 31,979 | 850,000 | 0.49% | ||
| 23 | IFP ADVISORS, INC | 30,735 | 817,000 | 0.47% | ||
| 24 | ADVISOR GROUP, INC. | 24,465 | 648,000 | 0.37% | ||
| 25 | Virtu KCG Holdings LLC | 21,037 | 559,000 | 0.32% | ||
| 26 | Cambridge Investment Research Advisors, Inc. | 20,581 | 547,000 | 0.31% | ||
| 27 | BKS ADVISORS, LLC | 19,308 | 513,000 | 0.29% | ||
| 28 | Psagot Value Holdings Ltd. | 16,000 | 425,000 | 0.24% | ||
| 29 | Virtu Financial LLC | 14,920 | 397,000 | 0.23% | ||
| 30 | BAIRD FINANCIAL GROUP, INC. | 14,845 | 394,000 | 0.23% | ||
| 31 | First Heartland Consultants, Inc. | 13,024 | 346,000 | 0.20% | ||
| 32 | LVM CAPITAL MANAGEMENT LTD/MI | 12,125 | 322,000 | 0.18% | ||
| 33 | Cetera Advisor Networks LLC | 11,235 | 299,000 | 0.17% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 11,185 | 298,000 | 0.17% | ||
| 35 | HL FINANCIAL SERVICES LLC | 11,093 | 295,000 | 0.17% | ||
| 36 | M&T BANK CORP | 11,113 | 295,000 | 0.17% | ||
| 37 | JANE STREET GROUP, LLC | 11,067 | 294,000 | 0.17% | ||
| 38 | Stratos Wealth Partners, LTD. | 9,471 | 252,000 | 0.14% | ||
| 39 | WEDBUSH SECURITIES INC | 9,286 | 247,000 | 0.14% | ||
| 40 | PNC FINANCIAL SERVICES GROUP, INC. | 8,996 | 239,000 | 0.14% | ||
| 41 | WFG Advisors, LP | 8,484 | 225,000 | 0.13% | ||
| 42 | CITIGROUP INC | 8,055 | 214,000 | 0.12% | ||
| 43 | SII INVESTMENTS INC/WI | 8,076 | 213,000 | 0.12% | ||
| 44 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6,720 | 179,000 | 0.10% | ||
| 45 | Creative Planning | 6,489 | 172,000 | 0.10% | ||
| 46 | GENEOS WEALTH MANAGEMENT INC. | 5,647 | 150,000 | 0.09% | ||
| 47 | MSI Financial Services Inc | 4,766 | 127,000 | 0.07% | ||
| 48 | SG Americas Securities, LLC | 4,118 | 110,000 | 0.06% | ||
| 49 | SOCIETE GENERALE | 4,118 | 110,000 | 0.06% | ||
| 50 | Hefren-Tillotson, Inc. | 2,847 | 75,000 | 0.04% |
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.
