| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,805,006 | 44,295,000 | 25.42% | ||
| 2 | WELLS FARGO & COMPANY/MN | 600,619 | 14,739,000 | 8.46% | ||
| 3 | UBS AG | 587,345 | 14,414,000 | 8.27% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 580,247 | 14,240,000 | 8.17% | ||
| 5 | Gradient Investments LLC | 472,594 | 11,597,000 | 6.66% | ||
| 6 | Janney Capital Management LLC | 268,909 | 6,599,000 | 3.79% | SH | |
| 7 | ROYAL BANK OF CANADA | 249,434 | 6,121,000 | 3.51% | ||
| 8 | LPL Financial LLC | 218,998 | 5,374,000 | 3.08% | ||
| 9 | Financial Architects, Inc | 192,807 | 4,731,000 | 2.72% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 138,063 | 3,388,000 | 1.94% | ||
| 11 | BB&T SECURITIES, LLC | 12,633 | 3,100,000 | 1.78% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 125,576 | 3,080,000 | 1.77% | ||
| 13 | CABOT WEALTH MANAGEMENT INC | 120,572 | 2,959,000 | 1.70% | ||
| 14 | D.A. DAVIDSON & CO. | 105,843 | 2,597,000 | 1.49% | ||
| 15 | Oxbow Advisors, LLC | 101,065 | 2,480,000 | 1.42% | ||
| 16 | Janney Montgomery Scott LLC | 97,612 | 2,395,387 | 1.37% | ||
| 17 | Stadion Money Management, LLC | 88,225 | 2,165,000 | 1.24% | ||
| 18 | NOMURA HOLDINGS INC | 84,685 | 2,070,000 | 1.19% | ||
| 19 | CITIGROUP INC | 83,224 | 2,042,000 | 1.17% | ||
| 20 | Maryland Capital Management | 81,505 | 2,000,000 | 1.15% | ||
| 21 | Prospera Financial Services Inc | 78,860 | 1,935,000 | 1.11% | ||
| 22 | NATIONAL PLANNING CORP | 75,624 | 1,855,000 | 1.06% | ||
| 23 | LVZ, Inc. | 75,225 | 1,846,000 | 1.06% | ||
| 24 | BALDWIN WEALTH PARTNERS LLC/MA | 72,850 | 1,788,000 | 1.03% | ||
| 25 | CAHILL FINANCIAL ADVISORS INC | 67,984 | 1,669,000 | 0.96% | ||
| 26 | Commonwealth Equity Services, Inc | 66,999 | 1,644,000 | 0.94% | ||
| 27 | Placemark Investments, Inc. | 61,846 | 1,518,000 | 0.87% | ||
| 28 | MSI Financial Services Inc | 55,916 | 1,372,000 | 0.79% | ||
| 29 | AMERICAN INTERNATIONAL GROUP, INC. | 54,735 | 1,343,193 | 0.77% | ||
| 30 | GOLDMAN SACHS GROUP INC | 52,660 | 1,292,000 | 0.74% | ||
| 31 | Private Advisor Group, LLC | 35,398 | 869,000 | 0.50% | ||
| 32 | US BANCORP \DE\ | 31,530 | 774,000 | 0.44% | ||
| 33 | Capital Advisors, Ltd. LLC | 30,827 | 757,000 | 0.43% | ||
| 34 | Cetera Advisor Networks LLC | 25,477 | 626,000 | 0.36% | ||
| 35 | Cambridge Investment Research Advisors, Inc. | 20,966 | 515,000 | 0.30% | ||
| 36 | Hillsdale Investment Management Inc. | 20,850 | 512,000 | 0.29% | ||
| 37 | First City Capital Management, Inc. | 19,935 | 489,205 | 0.28% | ||
| 38 | SYNOVUS FINANCIAL CORP | 18,320 | 450,000 | 0.26% | ||
| 39 | SUNTRUST BANKS INC | 17,949 | 440,000 | 0.25% | ||
| 40 | VSR Financial Services, Inc. | 15,551 | 382,000 | 0.22% | ||
| 41 | Biondo Investment Advisors, LLC | 9,485 | 233,000 | 0.13% | ||
| 42 | M Holdings Securities, Inc. | 9,190 | 226,000 | 0.13% | ||
| 43 | Pinnacle Summer Investments, Inc. | 8,787 | 220,000 | 0.13% | ||
| 44 | AMERIPRISE FINANCIAL INC | 8,347 | 205,000 | 0.12% | ||
| 45 | WFG Advisors, LP | 5,496 | 135,000 | 0.08% | ||
| 46 | UBS AG | 3,700 | 91,000 | 0.05% | Call | |
| 47 | B. Riley Wealth Management, Inc. | 3,713 | 91,000 | 0.05% | ||
| 48 | Strategic Capital Group LLC | 3,478 | 85,000 | 0.05% | ||
| 49 | Barrett Asset Management, LLC | 3,000 | 74,000 | 0.04% | ||
| 50 | MUFG Americas Holdings Corp | 2,885 | 71,000 | 0.04% |
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.
