| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,531,455 | 56,856,000 | 19.42% | ||
| 2 | WELLS FARGO & COMPANY/MN | 1,389,273 | 31,203,000 | 10.66% | ||
| 3 | LPL Financial LLC | 1,222,687 | 27,229,000 | 9.30% | ||
| 4 | UBS AG | 1,111,094 | 24,955,000 | 8.52% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 871,067 | 19,564,000 | 6.68% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 839,508 | 18,855,000 | 6.44% | ||
| 7 | Rehmann Capital Advisory Group | 836,265 | 18,783,000 | 6.42% | ||
| 8 | AMERIPRISE FINANCIAL INC | 524,914 | 11,834,000 | 4.04% | ||
| 9 | New England Private Wealth Advisors LLC | 493,750 | 11,091,000 | 3.79% | ||
| 10 | Commonwealth Equity Services, Inc | 335,472 | 7,535,000 | 2.57% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 328,778 | 7,384,000 | 2.52% | ||
| 12 | BB&T SECURITIES, LLC | 28,269 | 6,349,000 | 2.17% | ||
| 13 | ROYAL BANK OF CANADA | 189,677 | 4,260,000 | 1.46% | ||
| 14 | Cambridge Investment Research Advisors, Inc. | 168,296 | 3,780,000 | 1.29% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 132,504 | 2,976,000 | 1.02% | ||
| 16 | HL FINANCIAL SERVICES LLC | 128,721 | 2,891,000 | 0.99% | ||
| 17 | Citizens Business Bank | 123,999 | 2,786,000 | 0.95% | ||
| 18 | AMERICAN INTERNATIONAL GROUP, INC. | 122,106 | 2,742,497 | 0.94% | ||
| 19 | INVESTMENT CENTERS OF AMERICA INC | 102,696 | 2,308,000 | 0.79% | ||
| 20 | First Allied Advisory Services, Inc. | 101,937 | 2,287,000 | 0.78% | ||
| 21 | Janney Montgomery Scott LLC | 101,322 | 2,275,681 | 0.78% | ||
| 22 | OPPENHEIMER & CO INC | 82,871 | 1,861,000 | 0.64% | ||
| 23 | CITIGROUP INC | 73,713 | 1,656,000 | 0.57% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 73,106 | 1,642,000 | 0.56% | ||
| 25 | Aspen Investment Management Inc | 67,112 | 1,507,000 | 0.51% | ||
| 26 | Robert W. Baird & Co. Inc | 56,551 | 1,270,000 | 0.43% | SH | |
| 27 | CREDIT SUISSE AG/ | 49,527 | 1,112,000 | 0.38% | ||
| 28 | LifePlan Financial Group, Inc | 47,483 | 1,066,000 | 0.36% | ||
| 29 | B. Riley Wealth Advisors, Inc. | 47,330 | 1,063,000 | 0.36% | ||
| 30 | COMERICA SECURITIES INC | 41,609 | 935,000 | 0.32% | ||
| 31 | Virtu Financial LLC | 40,477 | 909,000 | 0.31% | ||
| 32 | EXENCIAL WEALTH ADVISORS, LLC | 39,517 | 888,000 | 0.30% | ||
| 33 | NATIONAL PLANNING CORP | 38,644 | 868,000 | 0.30% | ||
| 34 | Private Advisor Group, LLC | 38,322 | 861,000 | 0.29% | ||
| 35 | First Heartland Consultants, Inc. | 35,903 | 806,000 | 0.28% | ||
| 36 | PARK NATIONAL CORP /OH/ | 31,655 | 710,972 | 0.24% | ||
| 37 | VSR Financial Services, Inc. | 29,393 | 660,000 | 0.23% | ||
| 38 | GREENLEAF TRUST | 27,920 | 627,000 | 0.21% | ||
| 39 | Kovack Advisors, Inc. | 26,134 | 587,000 | 0.20% | ||
| 40 | Formidable Asset Management, LLC | 23,700 | 558,000 | 0.19% | ||
| 41 | NEXT Financial Group, Inc | 23,922 | 537,000 | 0.18% | ||
| 42 | DEUTSCHE BANK AG\ | 23,496 | 527,000 | 0.18% | ||
| 43 | NEW ENGLAND SECURITIES CORP /MA/ | 23,271 | 523,000 | 0.18% | ||
| 44 | MSI Financial Services Inc | 23,109 | 519,000 | 0.18% | ||
| 45 | IFC Holdings Incorporated/FL | 22,873 | 513,000 | 0.18% | ||
| 46 | KMS FINANCIAL SERVICES, INC | 18,275 | 410,000 | 0.14% | ||
| 47 | GOLDMAN SACHS GROUP INC | 16,339 | 367,000 | 0.13% | ||
| 48 | ProVise Management Group, LLC | 15,078 | 339,000 | 0.12% | ||
| 49 | Winslow, Evans & Crocker, Inc. | 14,480 | 323,176 | 0.11% | ||
| 50 | Placemark Investments, Inc. | 10,730 | 241,000 | 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.
