| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,222,379 | 50,848,000 | 18.50% | ||
| 2 | LPL Financial LLC | 1,295,971 | 29,652,000 | 10.79% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,260,614 | 28,843,000 | 10.49% | ||
| 4 | UBS AG | 1,027,765 | 23,515,000 | 8.55% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 746,353 | 17,077,000 | 6.21% | ||
| 6 | Rehmann Capital Advisory Group | 697,276 | 15,954,000 | 5.80% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 684,130 | 15,653,000 | 5.69% | ||
| 8 | AMERIPRISE FINANCIAL INC | 497,691 | 11,387,000 | 4.14% | ||
| 9 | New England Private Wealth Advisors LLC | 474,121 | 10,851,000 | 3.95% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 338,079 | 7,735,000 | 2.81% | ||
| 11 | BB&T SECURITIES, LLC | 27,780 | 6,356,000 | 2.31% | ||
| 12 | Commonwealth Equity Services, Inc | 252,818 | 5,784,000 | 2.10% | ||
| 13 | ROYAL BANK OF CANADA | 201,212 | 4,603,000 | 1.67% | ||
| 14 | Cambridge Investment Research Advisors, Inc. | 165,850 | 3,795,000 | 1.38% | ||
| 15 | HL FINANCIAL SERVICES LLC | 130,174 | 2,978,000 | 1.08% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 122,409 | 2,801,000 | 1.02% | ||
| 17 | Citizens Business Bank | 108,838 | 2,490,000 | 0.91% | ||
| 18 | JPMORGAN CHASE & CO | 97,312 | 2,226,000 | 0.81% | ||
| 19 | Janney Montgomery Scott LLC | 97,104 | 2,221,738 | 0.81% | ||
| 20 | INVESTMENT CENTERS OF AMERICA INC | 87,318 | 2,003,000 | 0.73% | ||
| 21 | OPPENHEIMER & CO INC | 83,823 | 1,918,000 | 0.70% | ||
| 22 | CITIGROUP INC | 77,242 | 1,767,000 | 0.64% | ||
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 70,614 | 1,616,000 | 0.59% | ||
| 24 | AMERICAN INTERNATIONAL GROUP, INC. | 65,473 | 1,498,025 | 0.54% | ||
| 25 | Aspen Investment Management Inc | 64,322 | 1,472,000 | 0.54% | ||
| 26 | Robert W. Baird & Co. Inc | 53,929 | 1,234,000 | 0.45% | ||
| 27 | Private Advisor Group, LLC | 52,275 | 1,196,000 | 0.44% | ||
| 28 | B. Riley Wealth Advisors, Inc. | 102,160 | 1,169,879 | 0.43% | ||
| 29 | LifePlan Financial Group, Inc | 47,510 | 1,087,000 | 0.40% | ||
| 30 | CREDIT SUISSE AG/ | 47,362 | 1,084,000 | 0.39% | ||
| 31 | VSR Financial Services, Inc. | 47,359 | 1,084,000 | 0.39% | ||
| 32 | DEUTSCHE BANK AG\ | 44,589 | 1,019,000 | 0.37% | ||
| 33 | COMERICA SECURITIES INC | 42,557 | 974,000 | 0.35% | ||
| 34 | First Heartland Consultants, Inc. | 41,884 | 958,000 | 0.35% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 39,961 | 914,000 | 0.33% | ||
| 36 | EXENCIAL WEALTH ADVISORS, LLC | 39,517 | 901,000 | 0.33% | ||
| 37 | NATIONAL PLANNING CORP | 39,294 | 899,000 | 0.33% | ||
| 38 | GREENLEAF TRUST | 33,939 | 775,000 | 0.28% | ||
| 39 | Concert Wealth Management Inc. | 31,780 | 680,000 | 0.25% | ||
| 40 | Formidable Asset Management, LLC | 26,200 | 599,000 | 0.22% | ||
| 41 | First Allied Advisory Services, Inc. | 25,123 | 573,000 | 0.21% | ||
| 42 | Kovack Advisors, Inc. | 24,081 | 551,000 | 0.20% | ||
| 43 | NEXT Financial Group, Inc | 24,000 | 533,000 | 0.19% | ||
| 44 | IFC Holdings Incorporated/FL | 21,149 | 486,000 | 0.18% | ||
| 45 | NEW ENGLAND SECURITIES CORP /MA/ | 21,028 | 481,000 | 0.17% | ||
| 46 | KMS FINANCIAL SERVICES, INC | 18,160 | 415,000 | 0.15% | ||
| 47 | GOLDMAN SACHS GROUP INC | 16,053 | 367,000 | 0.13% | ||
| 48 | Placemark Investments, Inc. | 14,257 | 326,000 | 0.12% | ||
| 49 | Aureus Asset Management, LLC | 10,759 | 246,000 | 0.09% | ||
| 50 | MSI Financial Services Inc | 9,544 | 218,000 | 0.08% |
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.