| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 228,034 | 6,458,000 | 23.25% | ||
| 2 | WELLS FARGO & COMPANY/MN | 214,120 | 6,064,000 | 21.83% | ||
| 3 | VSR Financial Services, Inc. | 125,091 | 3,543,000 | 12.76% | ||
| 4 | LPL Financial LLC | 85,498 | 2,404,000 | 8.66% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 44,932 | 1,272,000 | 4.58% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 39,456 | 1,117,000 | 4.02% | ||
| 7 | ADVISOR GROUP, INC. | 34,135 | 965,000 | 3.47% | ||
| 8 | Janney Montgomery Scott LLC | 33,797 | 916,000 | 3.30% | ||
| 9 | BENJAMIN F. EDWARDS & COMPANY, INC. | 29,266 | 829,000 | 2.98% | ||
| 10 | D.A. DAVIDSON & CO. | 13,776 | 390,000 | 1.40% | ||
| 11 | GOLDMAN SACHS GROUP INC | 13,243 | 375,000 | 1.35% | ||
| 12 | INTERCONTINENTAL WEALTH ADVISORS, LLC | 13,190 | 374,000 | 1.35% | ||
| 13 | STIFEL FINANCIAL CORP | 11,355 | 322,000 | 1.16% | ||
| 14 | US BANCORP \DE\ | 10,024 | 284,000 | 1.02% | ||
| 15 | HL FINANCIAL SERVICES LLC | 9,659 | 274,000 | 0.99% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 8,906 | 252,000 | 0.91% | ||
| 17 | M&T BANK CORP | 7,712 | 218,000 | 0.78% | ||
| 18 | UBS Group AG | 7,565 | 214,000 | 0.77% | ||
| 19 | Commonwealth Equity Services, Inc | 7,191 | 204,000 | 0.73% | ||
| 20 | CITIGROUP INC | 6,270 | 178,000 | 0.64% | ||
| 21 | ROYAL BANK OF CANADA | 6,088 | 172,000 | 0.62% | ||
| 22 | SOCIETE GENERALE | 5,985 | 170,000 | 0.61% | ||
| 23 | SG Americas Securities, LLC | 5,985 | 170,000 | 0.61% | ||
| 24 | MSI Financial Services Inc | 5,013 | 142,000 | 0.51% | ||
| 25 | M&R CAPITAL MANAGEMENT INC | 4,390 | 124,000 | 0.45% | ||
| 26 | PNC FINANCIAL SERVICES GROUP, INC. | 3,618 | 102,000 | 0.37% | ||
| 27 | WFG Advisors, LP | 3,314 | 94,000 | 0.34% | ||
| 28 | IFP ADVISORS, INC | 2,260 | 64,000 | 0.23% | ||
| 29 | GENEOS WEALTH MANAGEMENT INC. | 1,950 | 55,000 | 0.20% | ||
| 30 | Creative Planning | 450 | 13,000 | 0.05% | ||
| 31 | Tower Research Capital LLC (TRC) | 301 | 9,000 | 0.03% | ||
| 32 | BELLWETHER INVESTMENT GROUP, LLC | 208 | 6,000 | 0.02% | ||
| 33 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
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.