| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,583,757 | 61,441,000 | 26.35% | ||
| 2 | BEACON FINANCIAL GROUP | 1,148,015 | 27,300,000 | 11.71% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 780,079 | 18,550,000 | 7.96% | ||
| 4 | WELLS FARGO & COMPANY/MN | 723,726 | 17,210,000 | 7.38% | ||
| 5 | UBS AG | 657,818 | 15,643,000 | 6.71% | ||
| 6 | LPL Financial LLC | 630,140 | 14,985,000 | 6.43% | ||
| 7 | AMERICAN INTERNATIONAL GROUP, INC. | 327,790 | 7,794,850 | 3.34% | ||
| 8 | Commonwealth Equity Services, Inc | 290,378 | 6,905,000 | 2.96% | ||
| 9 | Allworth Financial LP | 262,231 | 6,236,000 | 2.67% | ||
| 10 | Janney Capital Management LLC | 210,994 | 5,017,000 | 2.15% | SH | |
| 11 | RAYMOND JAMES & ASSOCIATES | 201,756 | 4,798,000 | 2.06% | ||
| 12 | Janney Montgomery Scott LLC | 160,802 | 3,823,865 | 1.64% | ||
| 13 | STIFEL FINANCIAL CORP | 144,480 | 3,436,000 | 1.47% | ||
| 14 | STEPHENS INC /AR/ | 141,275 | 3,360,000 | 1.44% | ||
| 15 | FOUNDERS BANK & TRUST | 128,384 | 3,053,000 | 1.31% | ||
| 16 | CHOREO, LLC | 117,302 | 2,812,000 | 1.21% | ||
| 17 | ROYAL BANK OF CANADA | 96,140 | 2,287,000 | 0.98% | ||
| 18 | First Allied Advisory Services, Inc. | 70,934 | 1,683,000 | 0.72% | ||
| 19 | INVESTMENT CENTERS OF AMERICA INC | 67,556 | 1,607,000 | 0.69% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 62,864 | 1,495,000 | 0.64% | ||
| 21 | Placemark Investments, Inc. | 58,477 | 1,390,000 | 0.60% | ||
| 22 | Cambridge Investment Research Advisors, Inc. | 55,227 | 1,313,000 | 0.56% | ||
| 23 | KCM INVESTMENT ADVISORS LLC | 54,540 | 1,297,000 | 0.56% | ||
| 24 | Linscomb Wealth, Inc. | 54,209 | 1,289,000 | 0.55% | ||
| 25 | KMS FINANCIAL SERVICES, INC | 51,977 | 1,236,000 | 0.53% | ||
| 26 | Raymond James Financial Services Advisors, Inc. | 50,664 | 1,205,000 | 0.52% | ||
| 27 | First Heartland Consultants, Inc. | 44,689 | 1,063,000 | 0.46% | ||
| 28 | Private Advisor Group, LLC | 41,058 | 976,000 | 0.42% | ||
| 29 | Advisors Preferred, LLC | 40,248 | 957,097 | 0.41% | ||
| 30 | NATIONAL PLANNING CORP | 35,374 | 841,000 | 0.36% | ||
| 31 | VECTOR WEALTH MANAGEMENT, LLC | 34,586 | 822,000 | 0.35% | ||
| 32 | JPMORGAN CHASE & CO | 33,421 | 795,000 | 0.34% | ||
| 33 | BECK CAPITAL MANAGEMENT, LLC | 31,334 | 745,000 | 0.32% | ||
| 34 | AMERIPRISE FINANCIAL INC | 30,848 | 658,000 | 0.28% | ||
| 35 | Regal Investment Advisors LLC | 27,446 | 653,000 | 0.28% | ||
| 36 | HighTower Advisors, LLC | 26,675 | 634,000 | 0.27% | ||
| 37 | Prospera Financial Services Inc | 25,974 | 618,000 | 0.27% | ||
| 38 | WFG Advisors, LP | 23,357 | 555,000 | 0.24% | ||
| 39 | VSR Financial Services, Inc. | 23,242 | 553,000 | 0.24% | ||
| 40 | ATHERTON LANE ADVISERS, LLC | 18,452 | 439,000 | 0.19% | ||
| 41 | Cetera Advisors LLC | 17,240 | 408,000 | 0.17% | ||
| 42 | IFC Holdings Incorporated/FL | 14,927 | 354,000 | 0.15% | ||
| 43 | Rench Wealth Management, Inc. | 14,472 | 344,000 | 0.15% | ||
| 44 | Formidable Asset Management, LLC | 14,175 | 337,000 | 0.14% | ||
| 45 | Avior Wealth Management, LLC | 13,896 | 330,000 | 0.14% | ||
| 46 | BENJAMIN F. EDWARDS & COMPANY, INC. | 13,626 | 324,000 | 0.14% | ||
| 47 | RAYMOND JAMES TRUST N.A. | 13,571 | 323,000 | 0.14% | ||
| 48 | D.A. DAVIDSON & CO. | 12,758 | 303,000 | 0.13% | ||
| 49 | NEXT Financial Group, Inc | 12,962 | 301,000 | 0.13% | ||
| 50 | SII INVESTMENTS INC/WI | 11,150 | 266,000 | 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.