| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,995,869 | 21,914,000 | 18.87% | ||
| 2 | UBS AG | 1,984,760 | 21,793,000 | 18.77% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,864,748 | 20,475,000 | 17.64% | ||
| 4 | LPL Financial LLC | 551,544 | 6,056,000 | 5.22% | ||
| 5 | Investors Capital Advisory Services | 434,375 | 4,769,000 | 4.11% | ||
| 6 | Invesco Ltd. | 399,788 | 4,390,000 | 3.78% | ||
| 7 | GUGGENHEIM CAPITAL LLC | 300,824 | 3,303,000 | 2.84% | ||
| 8 | Index Management Solutions, LLC | 286,903 | 3,150,000 | 2.71% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 266,163 | 2,922,000 | 2.52% | ||
| 10 | MSI Financial Services Inc | 180,208 | 1,979,000 | 1.70% | ||
| 11 | NEW ENGLAND SECURITIES CORP /MA/ | 179,757 | 1,974,000 | 1.70% | ||
| 12 | CITIGROUP INC | 170,512 | 1,872,000 | 1.61% | ||
| 13 | Apriem Advisors | 159,175 | 1,748,000 | 1.51% | ||
| 14 | D.A. DAVIDSON & CO. | 146,950 | 1,613,000 | 1.39% | ||
| 15 | BB&T SECURITIES, LLC | 10,500 | 1,152,000 | 0.99% | ||
| 16 | Cetera Advisor Networks LLC | 105,327 | 1,151,000 | 0.99% | ||
| 17 | WELLS FARGO & COMPANY/MN | 102,249 | 1,123,000 | 0.97% | ||
| 18 | Perigon Wealth Management, LLC | 101,886 | 1,119,000 | 0.96% | ||
| 19 | ROYAL BANK OF CANADA | 93,399 | 1,025,000 | 0.88% | ||
| 20 | Robert W. Baird & Co. Inc | 91,039 | 1,000,000 | 0.86% | ||
| 21 | Raymond James Financial Services Advisors, Inc. | 88,482 | 972,000 | 0.84% | ||
| 22 | Cordasco Financial Network | 86,640 | 951,000 | 0.82% | ||
| 23 | Commonwealth Equity Services, Inc | 79,379 | 872,000 | 0.75% | ||
| 24 | B. Riley Wealth Advisors, Inc. | 157,244 | 866,332 | 0.75% | ||
| 25 | WEDBUSH SECURITIES INC | 71,443 | 784,000 | 0.68% | ||
| 26 | Janney Montgomery Scott LLC | 50,132 | 550,444 | 0.47% | ||
| 27 | BNP PARIBAS FINANCIAL MARKETS | 47,336 | 519,749 | 0.45% | ||
| 28 | OPPENHEIMER & CO INC | 39,522 | 434,000 | 0.37% | ||
| 29 | Orca Investment Management, LLC | 37,940 | 417,000 | 0.36% | ||
| 30 | Nuveen Asset Management, LLC | 37,500 | 412,000 | 0.35% | ||
| 31 | STIFEL FINANCIAL CORP | 34,381 | 378,000 | 0.33% | ||
| 32 | ADELL HARRIMAN & CARPENTER INC | 33,310 | 365,744 | 0.32% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 31,890 | 350,000 | 0.30% | ||
| 34 | Elite Wealth Management, Inc. | 35,000 | 324,000 | 0.28% | ||
| 35 | Cetera Advisors LLC | 25,397 | 276,000 | 0.24% | ||
| 36 | JPMORGAN CHASE & CO | 24,000 | 264,000 | 0.23% | ||
| 37 | First Allied Advisory Services, Inc. | 23,050 | 253,000 | 0.22% | ||
| 38 | NATIONAL PLANNING CORP | 22,648 | 249,000 | 0.21% | ||
| 39 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 21,833 | 240,000 | 0.21% | ||
| 40 | BENJAMIN F. EDWARDS & COMPANY, INC. | 21,772 | 239,000 | 0.21% | ||
| 41 | NWAM LLC | 18,201 | 200,000 | 0.17% | ||
| 42 | VSR Financial Services, Inc. | 17,182 | 189,000 | 0.16% | ||
| 43 | AMERICAN INTERNATIONAL GROUP, INC. | 17,084 | 187,582 | 0.16% | ||
| 44 | BLAIR WILLIAM & CO/IL | 16,800 | 184,000 | 0.16% | ||
| 45 | KMS FINANCIAL SERVICES, INC | 15,173 | 167,000 | 0.14% | ||
| 46 | DEUTSCHE BANK AG\ | 13,900 | 152,000 | 0.13% | ||
| 47 | BOKF, NA | 11,000 | 121,000 | 0.10% | ||
| 48 | FINANCIAL COUNSELORS INC | 10,000 | 110,000 | 0.09% | ||
| 49 | SG Americas Securities, LLC | 9,995 | 110,000 | 0.09% | ||
| 50 | US BANCORP \DE\ | 8,125 | 89,000 | 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.
