| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS AG | 1,463,869 | 44,868,000 | 19.49% | ||
| 2 | MORGAN STANLEY | 1,370,204 | 41,996,000 | 18.24% | ||
| 3 | Morningstar Investment Services LLC | 818,998 | 25,102,000 | 10.90% | ||
| 4 | JNBA Financial Advisors | 783,384 | 24,011,000 | 10.43% | ||
| 5 | LPL Financial LLC | 763,961 | 23,415,000 | 10.17% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 498,185 | 15,269,000 | 6.63% | ||
| 7 | Orion Porfolio Solutions, LLC | 345,528 | 10,591,000 | 4.60% | ||
| 8 | Commonwealth Equity Services, Inc | 111,215 | 3,409,000 | 1.48% | ||
| 9 | ProVise Management Group, LLC | 96,412 | 2,955,000 | 1.28% | ||
| 10 | Atria Investments, Inc | 95,109 | 2,915,000 | 1.27% | ||
| 11 | CAHILL FINANCIAL ADVISORS INC | 78,198 | 2,397,000 | 1.04% | ||
| 12 | JANE STREET GROUP, LLC | 75,383 | 2,310,000 | 1.00% | ||
| 13 | BB&T SECURITIES, LLC | 7,444 | 2,281,000 | 0.99% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 65,395 | 2,004,000 | 0.87% | ||
| 15 | OPPENHEIMER & CO INC | 63,766 | 1,954,000 | 0.85% | ||
| 16 | AMERIPRISE FINANCIAL INC | 63,558 | 1,948,000 | 0.85% | ||
| 17 | Ancora Advisors LLC | 63,457 | 1,945,000 | 0.84% | ||
| 18 | AMERICAN INTERNATIONAL GROUP, INC. | 61,936 | 1,898,339 | 0.82% | ||
| 19 | Roundview Capital LLC | 55,346 | 1,696,000 | 0.74% | ||
| 20 | WELLS FARGO & COMPANY/MN | 43,928 | 1,347,000 | 0.59% | ||
| 21 | RAYMOND JAMES & ASSOCIATES | 43,668 | 1,338,000 | 0.58% | ||
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,744 | 1,249,000 | 0.54% | ||
| 23 | NATIONAL PLANNING CORP | 39,300 | 1,205,000 | 0.52% | ||
| 24 | Raymond James Financial Services Advisors, Inc. | 35,805 | 1,097,000 | 0.48% | ||
| 25 | Private Advisor Group, LLC | 35,081 | 1,075,000 | 0.47% | ||
| 26 | STEPHENS INC /AR/ | 34,590 | 1,060,000 | 0.46% | ||
| 27 | Cetera Advisor Networks LLC | 33,982 | 1,042,000 | 0.45% | ||
| 28 | MID CONTINENT CAPITAL LLC/IL | 32,525 | 997,000 | 0.43% | ||
| 29 | Brookstone Capital Management | 31,106 | 953,000 | 0.41% | ||
| 30 | SVA Wealth Management, LLC | 21,797 | 668,000 | 0.29% | ||
| 31 | ENVESTNET ASSET MANAGEMENT INC | 16,945 | 519,000 | 0.23% | ||
| 32 | GOLDMAN SACHS GROUP INC | 15,739 | 482,000 | 0.21% | ||
| 33 | SFMG, LLC | 14,310 | 439,000 | 0.19% | ||
| 34 | BARCLAYS PLC | 14,363 | 430,000 | 0.19% | ||
| 35 | MSI Financial Services Inc | 13,805 | 423,000 | 0.18% | ||
| 36 | Dynamic Advisor Solutions LLC | 12,976 | 398,000 | 0.17% | ||
| 37 | GREAT LAKES ADVISORS, LLC | 11,285 | 346,000 | 0.15% | ||
| 38 | Cambridge Investment Research Advisors, Inc. | 9,936 | 305,000 | 0.13% | ||
| 39 | VSR Financial Services, Inc. | 9,864 | 302,000 | 0.13% | ||
| 40 | BECK CAPITAL MANAGEMENT, LLC | 7,910 | 242,000 | 0.11% | ||
| 41 | US BANCORP \DE\ | 7,052 | 216,000 | 0.09% | ||
| 42 | ACG Wealth | 6,757 | 207,000 | 0.09% | ||
| 43 | SII INVESTMENTS INC/WI | 6,747 | 207,000 | 0.09% | ||
| 44 | First Allied Advisory Services, Inc. | 6,700 | 204,000 | 0.09% | ||
| 45 | WFG Advisors, LP | 4,494 | 138,000 | 0.06% | ||
| 46 | DEUTSCHE BANK AG\ | 3,365 | 103,000 | 0.04% | ||
| 47 | Partnervest Advisory Services LLC | 2,643 | 81,000 | 0.04% | ||
| 48 | Gemmer Asset Management LLC | 2,275 | 70,000 | 0.03% | ||
| 49 | CITIGROUP INC | 1,277 | 39,000 | 0.02% | ||
| 50 | ROYAL BANK OF CANADA | 575 | 18,000 | 0.01% |
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.
