| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,153,338 | 54,818,000 | 21.05% | ||
| 2 | UBS Group AG | 1,121,859 | 53,322,000 | 20.47% | ||
| 3 | WELLS FARGO & COMPANY/MN | 424,211 | 20,163,000 | 7.74% | ||
| 4 | LPL Financial LLC | 416,624 | 19,802,000 | 7.60% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 316,938 | 15,064,000 | 5.78% | ||
| 6 | 3D ASSET MANAGEMENT, INC | 235,225 | 11,180,000 | 4.29% | ||
| 7 | STIFEL FINANCIAL CORP | 230,269 | 10,945,000 | 4.20% | ||
| 8 | Raymond James Financial Services Advisors, Inc. | 177,971 | 8,459,000 | 3.25% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 156,181 | 7,423,000 | 2.85% | ||
| 10 | ROYAL BANK OF CANADA | 146,206 | 6,949,000 | 2.67% | ||
| 11 | Jaffetilchin Investment Partners, LLC | 135,435 | 6,437,000 | 2.47% | ||
| 12 | Beaumont Financial Partners, LLC | 108,634 | 5,348,000 | 2.05% | ||
| 13 | Advisory Services Network, LLC | 89,737 | 4,265,000 | 1.64% | ||
| 14 | ALESCO ADVISORS LLC | 84,306 | 4,007,000 | 1.54% | ||
| 15 | Janney Montgomery Scott LLC | 57,775 | 2,746,000 | 1.05% | ||
| 16 | FIRST TRUST ADVISORS LP | 38,877 | 1,848,000 | 0.71% | ||
| 17 | IFP ADVISORS, INC | 37,305 | 1,773,000 | 0.68% | ||
| 18 | Madden Advisory Services, Inc. | 32,682 | 1,553,000 | 0.60% | ||
| 19 | Winslow, Evans & Crocker, Inc. | 30,755 | 1,461,767 | 0.56% | ||
| 20 | IFC Holdings Incorporated/FL | 29,197 | 1,395,000 | 0.54% | ||
| 21 | MSI Financial Services Inc | 28,581 | 1,358,000 | 0.52% | ||
| 22 | Argentus Capital Management, LLC | 22,926 | 1,086,000 | 0.42% | ||
| 23 | JPMORGAN CHASE & CO | 21,934 | 1,045,000 | 0.40% | ||
| 24 | VSR Financial Services, Inc. | 21,939 | 1,043,000 | 0.40% | ||
| 25 | Virtu KCG Holdings LLC | 21,178 | 1,009,000 | 0.39% | ||
| 26 | HL FINANCIAL SERVICES LLC | 20,685 | 983,000 | 0.38% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 19,776 | 940,000 | 0.36% | ||
| 28 | Sigma Planning Corp | 19,733 | 938,000 | 0.36% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 19,428 | 923,000 | 0.35% | ||
| 30 | Prospera Financial Services Inc | 18,050 | 858,000 | 0.33% | ||
| 31 | Atria Investments, Inc | 17,757 | 844,000 | 0.32% | ||
| 32 | Commonwealth Equity Services, Inc | 15,597 | 741,000 | 0.28% | ||
| 33 | OPPENHEIMER & CO INC | 14,816 | 704,000 | 0.27% | ||
| 34 | B. Riley Wealth Management, Inc. | 14,802 | 703,000 | 0.27% | ||
| 35 | CITADEL ADVISORS LLC | 10,618 | 506,000 | 0.19% | ||
| 36 | Hilltop Holdings Inc. | 10,406 | 495,000 | 0.19% | ||
| 37 | Cambridge Investment Research Advisors, Inc. | 9,765 | 464,000 | 0.18% | ||
| 38 | CIBC WORLD MARKET INC. | 9,309 | 442,000 | 0.17% | ||
| 39 | Cetera Advisors LLC | 8,994 | 431,000 | 0.17% | ||
| 40 | HighTower Advisors, LLC | 8,452 | 402,000 | 0.15% | ||
| 41 | Advisors Asset Management, Inc. | 8,321 | 396,000 | 0.15% | ||
| 42 | WESPAC Advisors, LLC | 8,182 | 389,000 | 0.15% | ||
| 43 | NATIONAL PLANNING CORP | 8,099 | 389,000 | 0.15% | ||
| 44 | PRIVATE TRUST CO NA | 8,104 | 385,000 | 0.15% | ||
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,447 | 355,000 | 0.14% | ||
| 46 | Cetera Advisor Networks LLC | 7,054 | 339,000 | 0.13% | ||
| 47 | BB&T SECURITIES, LLC | 6,764 | 321,000 | 0.12% | ||
| 48 | AMERICAN INTERNATIONAL GROUP, INC. | 6,659 | 316,000 | 0.12% | ||
| 49 | Aspen Investment Management Inc | 6,560 | 312,000 | 0.12% | ||
| 50 | SII INVESTMENTS INC/WI | 6,093 | 290,000 | 0.11% |
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.
