| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 300,124 | 48,527,000 | 13.56% | ||
| 2 | GOLDMAN SACHS GROUP INC | 250,141 | 40,445,000 | 11.30% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 237,631 | 38,423,000 | 10.74% | ||
| 4 | LPL Financial LLC | 139,325 | 22,118,000 | 6.18% | ||
| 5 | WELLS FARGO & COMPANY/MN | 132,730 | 21,462,000 | 6.00% | ||
| 6 | ROYAL BANK OF CANADA | 115,914 | 18,743,000 | 5.24% | ||
| 7 | ARS Wealth Advisors, LLC | 103,656 | 16,760,000 | 4.68% | ||
| 8 | BROWN ADVISORY INC | 88,889 | 14,372,000 | 4.02% | ||
| 9 | SPC Financial, Inc. | 80,475 | 13,012,000 | 3.64% | ||
| 10 | UBS Group AG | 70,862 | 11,458,000 | 3.20% | ||
| 11 | SPINNAKER TRUST | 68,084 | 11,008,000 | 3.08% | ||
| 12 | Raymond James Financial Services Advisors, Inc. | 47,036 | 7,606,000 | 2.13% | ||
| 13 | MURPHY CAPITAL MANAGEMENT INC | 41,951 | 6,783,000 | 1.90% | ||
| 14 | EnTrustPermal Management LLC | 39,700 | 6,420,000 | 1.79% | ||
| 15 | MSI Financial Services Inc | 38,752 | 6,266,000 | 1.75% | ||
| 16 | Tower Research Capital LLC (TRC) | 30,476 | 4,928,000 | 1.38% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 30,051 | 4,859,000 | 1.36% | ||
| 18 | Commonwealth Equity Services, Inc | 28,015 | 4,530,000 | 1.27% | ||
| 19 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 23,619 | 4,184,000 | 1.17% | ||
| 20 | AMERICAN INTERNATIONAL GROUP, INC. | 22,815 | 3,690,000 | 1.03% | ||
| 21 | IFP ADVISORS, INC | 19,703 | 3,186,000 | 0.89% | ||
| 22 | OPPENHEIMER & CO INC | 18,402 | 2,975,000 | 0.83% | ||
| 23 | STIFEL FINANCIAL CORP | 16,009 | 2,589,000 | 0.72% | ||
| 24 | Cetera Advisor Networks LLC | 14,805 | 2,397,000 | 0.67% | ||
| 25 | Estate Counselors, LLC | 14,815 | 2,395,000 | 0.67% | ||
| 26 | AVALON CAPITAL MANAGEMENT | 12,493 | 2,020,000 | 0.56% | ||
| 27 | PATTEN & PATTEN INC/TN | 10,930 | 1,767,000 | 0.49% | ||
| 28 | NATIONAL PLANNING CORP | 12,175 | 1,675,000 | 0.47% | ||
| 29 | CAHILL FINANCIAL ADVISORS INC | 9,273 | 1,500,000 | 0.42% | ||
| 30 | COOKSON PEIRCE & CO INC | 8,824 | 1,427,000 | 0.40% | SH | |
| 31 | SII INVESTMENTS INC/WI | 8,231 | 1,317,000 | 0.37% | ||
| 32 | WESPAC Advisors, LLC | 7,903 | 1,278,000 | 0.36% | ||
| 33 | CITADEL ADVISORS LLC | 7,621 | 1,230,000 | 0.34% | ||
| 34 | Karp Capital Management Corp | 7,525 | 1,217,000 | 0.34% | ||
| 35 | JPMORGAN CHASE & CO | 7,404 | 1,195,000 | 0.33% | ||
| 36 | INVESTMENT CENTERS OF AMERICA INC | 7,222 | 1,171,000 | 0.33% | ||
| 37 | BANK OF MONTREAL /CAN/ | 6,741 | 1,090,000 | 0.30% | ||
| 38 | ENVESTNET ASSET MANAGEMENT INC | 6,546 | 1,058,000 | 0.30% | ||
| 39 | Asset Management Group, Inc. | 6,457 | 1,044,000 | 0.29% | ||
| 40 | Koshinski Asset Management, Inc. | 5,993 | 969,000 | 0.27% | ||
| 41 | Hilltop Holdings Inc. | 5,343 | 864,000 | 0.24% | ||
| 42 | CIBC WORLD MARKET INC. | 4,467 | 722,000 | 0.20% | ||
| 43 | AMERIPRISE FINANCIAL INC | 4,427 | 716,000 | 0.20% | ||
| 44 | Bank of New York Mellon Corp | 4,391 | 710,000 | 0.20% | ||
| 45 | US BANCORP \DE\ | 4,334 | 701,000 | 0.20% | ||
| 46 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,313 | 697,000 | 0.19% | ||
| 47 | MANDATUM LIFE INSURANCE CO LTD | 4,272 | 690,000 | 0.19% | ||
| 48 | Texas Yale Capital Corp. | 3,725 | 602,000 | 0.17% | ||
| 49 | Pinnacle Advisory Group, Inc. | 3,433 | 555,000 | 0.16% | ||
| 50 | Compagnie Lombard Odier SCmA | 3,418 | 552,000 | 0.15% |
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.
