| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 4,381,865 | 27,957,000 | 25.24% | ||
| 2 | Oxbow Advisors, LLC | 2,923,445 | 18,652,000 | 16.84% | ||
| 3 | MORGAN STANLEY | 1,967,405 | 12,552,000 | 11.33% | ||
| 4 | RPG INVESTMENT ADVISORY, LLC | 1,288,315 | 8,218,000 | 7.42% | ||
| 5 | Vident Investment Advisory, LLC | 881,356 | 5,623,000 | 5.08% | ||
| 6 | BANK OF MONTREAL /CAN/ | 878,000 | 5,602,000 | 5.06% | ||
| 7 | Raymond James Financial Services Advisors, Inc. | 566,750 | 3,616,000 | 3.26% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 535,571 | 3,417,000 | 3.08% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 506,849 | 3,234,000 | 2.92% | ||
| 10 | LPL Financial LLC | 416,705 | 2,509,000 | 2.27% | ||
| 11 | Commonwealth Equity Services, Inc | 298,365 | 1,904,000 | 1.72% | ||
| 12 | Cetera Advisor Networks LLC | 260,784 | 1,664,000 | 1.50% | ||
| 13 | BAIRD FINANCIAL GROUP, INC. | 185,361 | 1,183,000 | 1.07% | ||
| 14 | MSI Financial Services Inc | 173,868 | 1,109,000 | 1.00% | ||
| 15 | HighTower Advisors, LLC | 157,211 | 995,000 | 0.90% | ||
| 16 | Cetera Advisors LLC | 136,950 | 871,000 | 0.79% | ||
| 17 | D.A. DAVIDSON & CO. | 123,375 | 787,000 | 0.71% | ||
| 18 | Invesco Ltd. | 119,973 | 765,000 | 0.69% | ||
| 19 | WEDBUSH SECURITIES INC | 91,846 | 586,000 | 0.53% | ||
| 20 | BB&T SECURITIES, LLC | 88,187 | 562,000 | 0.51% | ||
| 21 | B. Riley Wealth Advisors, Inc. | 95,774 | 547,000 | 0.49% | ||
| 22 | Janney Montgomery Scott LLC | 85,253 | 544,000 | 0.49% | ||
| 23 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | 85,266 | 515,000 | 0.46% | ||
| 24 | ROYAL BANK OF CANADA | 74,462 | 475,000 | 0.43% | ||
| 25 | WELLS FARGO & COMPANY/MN | 67,758 | 432,000 | 0.39% | ||
| 26 | Hilltop Holdings Inc. | 65,605 | 419,000 | 0.38% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 63,172 | 404,000 | 0.36% | ||
| 28 | NWAM LLC | 57,550 | 367,000 | 0.33% | ||
| 29 | FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 54,001 | 345,000 | 0.31% | ||
| 30 | Virtu KCG Holdings LLC | 53,123 | 339,000 | 0.31% | ||
| 31 | FIFTH THIRD BANCORP | 50,001 | 319,000 | 0.29% | ||
| 32 | Coe Capital Management, LLC | 50,000 | 308,000 | 0.28% | ||
| 33 | Perigon Wealth Management, LLC | 43,801 | 279,000 | 0.25% | ||
| 34 | NEXT Financial Group, Inc | 43,393 | 277,000 | 0.25% | ||
| 35 | ADVISOR GROUP, INC. | 41,589 | 266,000 | 0.24% | ||
| 36 | Creative Planning | 38,012 | 243,000 | 0.22% | ||
| 37 | STIFEL FINANCIAL CORP | 38,085 | 241,000 | 0.22% | ||
| 38 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | 31,975 | 204,000 | 0.18% | ||
| 39 | Cambridge Investment Research Advisors, Inc. | 29,170 | 186,000 | 0.17% | ||
| 40 | NINE MASTS CAPITAL Ltd | 28,500 | 182,000 | 0.16% | ||
| 41 | Nuveen Asset Management, LLC | 28,500 | 182,000 | 0.16% | ||
| 42 | BROWN ADVISORY INC | 27,660 | 176,000 | 0.16% | ||
| 43 | Orca Investment Management, LLC | 25,025 | 160,000 | 0.14% | ||
| 44 | CITIGROUP INC | 23,519 | 150,000 | 0.14% | ||
| 45 | IFP ADVISORS, INC | 22,528 | 144,000 | 0.13% | ||
| 46 | Brown Advisory Securities, LLC | 21,440 | 137,000 | 0.12% | ||
| 47 | Efficient Advisors, LLC | 17,646 | 113,000 | 0.10% | ||
| 48 | OPPENHEIMER & CO INC | 17,129 | 109,000 | 0.10% | ||
| 49 | HM PAYSON & CO | 15,050 | 96,000 | 0.09% | ||
| 50 | Private Advisor Group, LLC | 15,152 | 91,000 | 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.
