| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,060,591 | 95,910,000 | 21.40% | ||
| 2 | WELLS FARGO & COMPANY/MN | 2,344,757 | 55,383,000 | 12.36% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,721,884 | 40,671,000 | 9.08% | ||
| 4 | UBS Group AG | 1,479,913 | 34,956,000 | 7.80% | ||
| 5 | Astor Investment Management LLC | 1,414,083 | 33,401,000 | 7.45% | ||
| 6 | Beaumont Financial Partners, LLC | 1,367,403 | 32,298,000 | 7.21% | ||
| 7 | BB&T SECURITIES, LLC | 114,669 | 27,084,000 | 6.04% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 702,709 | 16,598,000 | 3.70% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 658,786 | 15,561,000 | 3.47% | ||
| 10 | ROYAL BANK OF CANADA | 541,113 | 12,781,000 | 2.85% | ||
| 11 | LPL Financial LLC | 475,564 | 11,219,000 | 2.50% | ||
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 338,627 | 7,961,000 | 1.78% | ||
| 13 | BBVA USA Bancshares, Inc. | 336,426 | 7,946,000 | 1.77% | ||
| 14 | AVIANCE CAPITAL MANAGEMENT, LLC | 295,000 | 6,968,000 | 1.55% | ||
| 15 | Janney Montgomery Scott LLC | 199,287 | 4,707,000 | 1.05% | ||
| 16 | SignalPoint Asset Management, LLC | 184,046 | 4,347,000 | 0.97% | ||
| 17 | STIFEL FINANCIAL CORP | 155,880 | 3,682,000 | 0.82% | ||
| 18 | OLD NATIONAL BANCORP /IN/ | 148,192 | 3,500,000 | 0.78% | ||
| 19 | SG Americas Securities, LLC | 99,320 | 2,346,000 | 0.52% | ||
| 20 | First Allied Advisory Services, Inc. | 91,251 | 2,162,000 | 0.48% | ||
| 21 | JPMORGAN CHASE & CO | 89,077 | 2,104,000 | 0.47% | ||
| 22 | MANAGED ACCOUNT ADVISORS LLC | 87,213 | 2,060,000 | 0.46% | ||
| 23 | HOWE & RUSLING INC | 87,190 | 2,059,000 | 0.46% | ||
| 24 | NAVELLIER & ASSOCIATES INC | 85,235 | 2,013,000 | 0.45% | ||
| 25 | AMERICAN INTERNATIONAL GROUP, INC. | 71,366 | 1,685,665 | 0.38% | ||
| 26 | CREDIT SUISSE AG/ | 65,422 | 1,545,000 | 0.34% | ||
| 27 | Commonwealth Equity Services, Inc | 63,323 | 1,496,000 | 0.33% | ||
| 28 | OPPENHEIMER & CO INC | 57,343 | 1,354,000 | 0.30% | ||
| 29 | D.A. DAVIDSON & CO. | 36,958 | 872,000 | 0.19% | ||
| 30 | Advisory Services Network, LLC | 35,616 | 847,000 | 0.19% | ||
| 31 | RISK PARADIGM GROUP, LLC | 33,817 | 798,757 | 0.18% | ||
| 32 | AMERIPRISE FINANCIAL INC | 32,813 | 775,000 | 0.17% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 32,153 | 759,000 | 0.17% | ||
| 34 | Robert W. Baird & Co. Inc | 25,914 | 612,000 | 0.14% | ||
| 35 | First Heartland Consultants, Inc. | 21,837 | 516,000 | 0.12% | ||
| 36 | Regal Investment Advisors LLC | 21,164 | 500,000 | 0.11% | ||
| 37 | B. Riley Wealth Advisors, Inc. | 20,819 | 492,000 | 0.11% | ||
| 38 | Cetera Advisors LLC | 20,205 | 478,000 | 0.11% | ||
| 39 | Timber Hill LLC | 18,050 | 426,000 | 0.10% | ||
| 40 | HL FINANCIAL SERVICES LLC | 17,840 | 421,000 | 0.09% | ||
| 41 | IFC Holdings Incorporated/FL | 17,536 | 408,000 | 0.09% | ||
| 42 | B. Riley Wealth Management, Inc. | 16,300 | 385,000 | 0.09% | ||
| 43 | BENJAMIN F. EDWARDS & COMPANY, INC. | 16,090 | 380,000 | 0.08% | ||
| 44 | Freedom Investment Management, Inc. | 15,611 | 369,000 | 0.08% | ||
| 45 | WEDBUSH SECURITIES INC | 15,142 | 358,000 | 0.08% | ||
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,361 | 339,000 | 0.08% | ||
| 47 | Simplicity Solutions, LLC | 13,300 | 314,136 | 0.07% | ||
| 48 | Argentus Capital Management, LLC | 13,024 | 308,000 | 0.07% | ||
| 49 | Private Advisor Group, LLC | 12,395 | 293,000 | 0.07% | ||
| 50 | Sunbelt Securities, Inc. | 10,724 | 283,408 | 0.06% |
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.