| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,815,427 | 99,525,000 | 17.47% | ||
| 2 | WELLS FARGO & COMPANY/MN | 2,359,311 | 83,402,000 | 14.64% | ||
| 3 | Astor Investment Management LLC | 1,525,223 | 53,917,000 | 9.47% | ||
| 4 | UBS Group AG | 986,845 | 34,885,000 | 6.13% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 978,354 | 34,585,000 | 6.07% | ||
| 6 | Shamrock Asset Management LLC | 619,364 | 21,895,000 | 3.84% | ||
| 7 | GOLDMAN SACHS GROUP INC | 588,882 | 20,817,000 | 3.66% | ||
| 8 | AVIANCE CAPITAL MANAGEMENT, LLC | 587,030 | 20,752,000 | 3.64% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 586,236 | 20,723,000 | 3.64% | ||
| 10 | Brookstone Capital Management | 463,692 | 16,392,000 | 2.88% | ||
| 11 | ROYAL BANK OF CANADA | 448,535 | 15,856,000 | 2.78% | ||
| 12 | LPL Financial LLC | 411,259 | 14,431,000 | 2.53% | ||
| 13 | RAYMOND JAMES & ASSOCIATES | 368,477 | 13,026,000 | 2.29% | ||
| 14 | Beaumont Financial Partners, LLC | 354,208 | 12,666,000 | 2.22% | ||
| 15 | Baker Avenue Asset Management, LP | 328,330 | 11,606,000 | 2.04% | ||
| 16 | FINANCIAL ENHANCEMENT GROUP LLC | 278,755 | 9,854,000 | 1.73% | ||
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 239,176 | 8,455,000 | 1.48% | ||
| 18 | First Horizon Advisors, Inc. | 190,704 | 6,741,000 | 1.18% | ||
| 19 | Janney Montgomery Scott LLC | 141,881 | 5,015,493 | 0.88% | ||
| 20 | SignalPoint Asset Management, LLC | 126,786 | 4,534,000 | 0.80% | ||
| 21 | BB&T SECURITIES, LLC | 125,265 | 4,428,000 | 0.78% | ||
| 22 | JPMORGAN CHASE & CO | 122,730 | 4,339,000 | 0.76% | ||
| 23 | STIFEL FINANCIAL CORP | 98,819 | 3,493,000 | 0.61% | ||
| 24 | NAVELLIER & ASSOCIATES INC | 74,358 | 2,629,000 | 0.46% | ||
| 25 | Lubar & Co., Inc | 69,600 | 2,460,000 | 0.43% | ||
| 26 | WESPAC Advisors, LLC | 68,210 | 2,411,000 | 0.42% | ||
| 27 | D.A. DAVIDSON & CO. | 64,175 | 2,268,000 | 0.40% | ||
| 28 | JANE STREET GROUP, LLC | 58,923 | 2,083,000 | 0.37% | ||
| 29 | OLD NATIONAL BANCORP /IN/ | 56,501 | 1,997,000 | 0.35% | ||
| 30 | First Allied Advisory Services, Inc. | 49,422 | 1,750,000 | 0.31% | ||
| 31 | B. Riley Wealth Management, Inc. | 43,126 | 1,524,000 | 0.27% | ||
| 32 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 42,507 | 1,509,000 | 0.26% | ||
| 33 | Simplicity Solutions, LLC | 39,776 | 1,406,104 | 0.25% | ||
| 34 | BENJAMIN F. EDWARDS & COMPANY, INC. | 37,686 | 1,332,000 | 0.23% | ||
| 35 | Cambridge Investment Research Advisors, Inc. | 37,234 | 1,316,000 | 0.23% | ||
| 36 | STEPHENS INC /AR/ | 36,975 | 1,307,000 | 0.23% | ||
| 37 | Mirae Asset Global Investments Co., Ltd. | 36,100 | 1,276,000 | 0.22% | ||
| 38 | Commonwealth Equity Services, Inc | 35,432 | 1,253,000 | 0.22% | ||
| 39 | MSI Financial Services Inc | 35,294 | 1,248,000 | 0.22% | ||
| 40 | OPPENHEIMER & CO INC | 34,615 | 1,224,000 | 0.21% | ||
| 41 | VSR Financial Services, Inc. | 32,405 | 1,146,000 | 0.20% | ||
| 42 | HL FINANCIAL SERVICES LLC | 31,408 | 1,110,000 | 0.19% | ||
| 43 | CITIGROUP INC | 29,539 | 1,044,000 | 0.18% | ||
| 44 | AMERICAN INTERNATIONAL GROUP, INC. | 29,407 | 1,039,538 | 0.18% | ||
| 45 | AMERIPRISE FINANCIAL INC | 27,255 | 985,000 | 0.17% | ||
| 46 | NATIONAL PLANNING CORP | 26,375 | 901,000 | 0.16% | ||
| 47 | Visionary Asset Management, Inc. | 24,518 | 867,000 | 0.15% | ||
| 48 | RISK PARADIGM GROUP, LLC | 24,372 | 861,550 | 0.15% | ||
| 49 | Argentus Capital Management, LLC | 23,765 | 840,000 | 0.15% | ||
| 50 | Regal Investment Advisors LLC | 21,556 | 762,000 | 0.13% |
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.
