| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,969,860 | 58,111,000 | 20.20% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,218,990 | 35,960,000 | 12.50% | ||
| 3 | WELLS FARGO & COMPANY/MN | 938,997 | 27,700,000 | 9.63% | ||
| 4 | UBS AG | 848,321 | 25,025,000 | 8.70% | ||
| 5 | Beaumont Financial Partners, LLC | 810,738 | 23,917,000 | 8.31% | ||
| 6 | GOLDMAN SACHS GROUP INC | 659,380 | 19,452,000 | 6.76% | ||
| 7 | LPL Financial LLC | 454,570 | 13,410,000 | 4.66% | ||
| 8 | ROYAL BANK OF CANADA | 429,190 | 12,662,000 | 4.40% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 377,257 | 11,129,000 | 3.87% | ||
| 10 | BBVA USA Bancshares, Inc. | 273,988 | 8,083,000 | 2.81% | ||
| 11 | PACIFIC FINANCIAL GROUP INC | 237,906 | 7,018,000 | 2.44% | ||
| 12 | Pinnacle Advisory Group, Inc. | 172,082 | 5,076,000 | 1.76% | ||
| 13 | HighTower Advisors, LLC | 125,286 | 3,696,000 | 1.28% | ||
| 14 | STIFEL FINANCIAL CORP | 123,917 | 3,655,000 | 1.27% | ||
| 15 | SignalPoint Asset Management, LLC | 102,228 | 3,016,000 | 1.05% | ||
| 16 | Janney Capital Management LLC | 92,513 | 2,729,000 | 0.95% | SH | |
| 17 | WESPAC Advisors, LLC | 90,832 | 2,680,000 | 0.93% | ||
| 18 | IMA Advisory Services, Inc. | 89,020 | 2,626,000 | 0.91% | ||
| 19 | ENVESTNET ASSET MANAGEMENT INC | 88,585 | 2,613,000 | 0.91% | ||
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 86,494 | 2,552,000 | 0.89% | ||
| 21 | BB&T SECURITIES, LLC | 7,299 | 2,153,000 | 0.75% | ||
| 22 | Janney Montgomery Scott LLC | 71,206 | 2,100,577 | 0.73% | ||
| 23 | First Horizon Advisors, Inc. | 66,230 | 1,952,000 | 0.68% | ||
| 24 | TOWER TRUST Co | 38,873 | 1,147,000 | 0.40% | ||
| 25 | Creative Planning | 29,609 | 873,000 | 0.30% | ||
| 26 | BAROMETER CAPITAL MANAGEMENT INC. | 29,300 | 864,000 | 0.30% | ||
| 27 | BECK CAPITAL MANAGEMENT, LLC | 27,996 | 833,000 | 0.29% | ||
| 28 | Astor Investment Management LLC | 26,504 | 782,000 | 0.27% | ||
| 29 | STEPHENS INC /AR/ | 21,518 | 635,000 | 0.22% | ||
| 30 | B. Riley Wealth Management, Inc. | 18,399 | 543,000 | 0.19% | ||
| 31 | SG Americas Securities, LLC | 14,773 | 436,000 | 0.15% | ||
| 32 | Concert Wealth Management Inc. | 14,311 | 412,000 | 0.14% | ||
| 33 | JPMORGAN CHASE & CO | 13,693 | 404,000 | 0.14% | ||
| 34 | OPPENHEIMER & CO INC | 12,841 | 379,000 | 0.13% | ||
| 35 | Winslow, Evans & Crocker, Inc. | 12,460 | 367,570 | 0.13% | ||
| 36 | NAVELLIER & ASSOCIATES INC | 10,700 | 316,000 | 0.11% | ||
| 37 | Placemark Investments, Inc. | 10,388 | 307,000 | 0.11% | ||
| 38 | Robert W. Baird & Co. Inc | 10,015 | 295,000 | 0.10% | ||
| 39 | SUNTRUST BANKS INC | 8,917 | 263,000 | 0.09% | ||
| 40 | First Heartland Consultants, Inc. | 8,107 | 239,000 | 0.08% | ||
| 41 | AMERIPRISE FINANCIAL INC | 7,868 | 232,000 | 0.08% | ||
| 42 | HL FINANCIAL SERVICES LLC | 7,061 | 208,000 | 0.07% | ||
| 43 | AMERICAN INTERNATIONAL GROUP, INC. | 7,037 | 207,592 | 0.07% | ||
| 44 | Regal Investment Advisors LLC | 5,440 | 160,000 | 0.06% | ||
| 45 | Advisors Preferred, LLC | 4,906 | 144,727 | 0.05% | ||
| 46 | Transamerica Financial Advisors, LLC | 3,895 | 115,000 | 0.04% | ||
| 47 | PRIVATE TRUST CO NA | 2,980 | 88,000 | 0.03% | ||
| 48 | US BANCORP \DE\ | 1,643 | 48,000 | 0.02% | ||
| 49 | Partnervest Advisory Services LLC | 850 | 25,000 | 0.01% | ||
| 50 | CITIGROUP INC | 824 | 24,000 | 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.
