| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS AG | 1,565,528 | 49,017,000 | 16.52% | ||
| 2 | MORGAN STANLEY | 1,348,666 | 42,227,000 | 14.23% | ||
| 3 | Morningstar Investment Services LLC | 1,004,472 | 31,450,000 | 10.60% | ||
| 4 | LPL Financial LLC | 943,079 | 29,132,000 | 9.82% | ||
| 5 | Pictet North America Advisors SA | 892,735 | 27,952,000 | 9.42% | ||
| 6 | JNBA Financial Advisors | 814,250 | 25,494,000 | 8.59% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 578,936 | 18,126,000 | 6.11% | ||
| 8 | Orion Porfolio Solutions, LLC | 345,528 | 10,819,000 | 3.65% | ||
| 9 | SCHRODER INVESTMENT MANAGEMENT GROUP | 198,702 | 6,221,360 | 2.10% | ||
| 10 | Private Advisor Group, LLC | 129,603 | 4,058,000 | 1.37% | ||
| 11 | Commonwealth Equity Services, Inc | 114,413 | 3,582,000 | 1.21% | ||
| 12 | BB&T SECURITIES, LLC | 10,179 | 3,187,000 | 1.07% | ||
| 13 | ProVise Management Group, LLC | 97,037 | 3,038,000 | 1.02% | ||
| 14 | Atria Investments, Inc | 94,039 | 2,944,000 | 0.99% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 90,310 | 2,828,000 | 0.95% | ||
| 16 | CAHILL FINANCIAL ADVISORS INC | 78,506 | 2,459,000 | 0.83% | ||
| 17 | OPPENHEIMER & CO INC | 72,248 | 2,262,000 | 0.76% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 72,019 | 2,255,000 | 0.76% | ||
| 19 | AMERIPRISE FINANCIAL INC | 72,275 | 2,242,000 | 0.76% | ||
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 70,294 | 2,201,000 | 0.74% | ||
| 21 | Roundview Capital LLC | 62,906 | 1,970,000 | 0.66% | ||
| 22 | Ancora Advisors LLC | 62,778 | 1,966,000 | 0.66% | ||
| 23 | AMERICAN INTERNATIONAL GROUP, INC. | 61,610 | 1,929,009 | 0.65% | ||
| 24 | WELLS FARGO & COMPANY/MN | 56,233 | 1,761,000 | 0.59% | ||
| 25 | SFMG, LLC | 54,422 | 1,704,000 | 0.57% | ||
| 26 | STEPHENS INC /AR/ | 53,052 | 1,661,000 | 0.56% | ||
| 27 | NATIONAL PLANNING CORP | 52,301 | 1,626,000 | 0.55% | ||
| 28 | RAYMOND JAMES & ASSOCIATES | 44,509 | 1,394,000 | 0.47% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 36,530 | 1,144,000 | 0.39% | ||
| 30 | MID CONTINENT CAPITAL LLC/IL | 36,175 | 1,133,000 | 0.38% | ||
| 31 | Brookstone Capital Management | 35,409 | 1,109,000 | 0.37% | ||
| 32 | MSI Financial Services Inc | 27,045 | 847,000 | 0.29% | ||
| 33 | JANE STREET GROUP, LLC | 26,195 | 820,000 | 0.28% | ||
| 34 | Cetera Advisor Networks LLC | 25,795 | 807,000 | 0.27% | ||
| 35 | Dynamic Advisor Solutions LLC | 23,596 | 739,000 | 0.25% | ||
| 36 | SVA Wealth Management, LLC | 22,027 | 690,000 | 0.23% | ||
| 37 | BARCLAYS PLC | 16,673 | 518,000 | 0.17% | ||
| 38 | GOLDMAN SACHS GROUP INC | 15,939 | 499,000 | 0.17% | ||
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,275 | 384,000 | 0.13% | ||
| 40 | VSR Financial Services, Inc. | 11,695 | 366,000 | 0.12% | ||
| 41 | Cambridge Investment Research Advisors, Inc. | 10,442 | 327,000 | 0.11% | ||
| 42 | GREAT LAKES ADVISORS, LLC | 10,085 | 316,000 | 0.11% | ||
| 43 | SII INVESTMENTS INC/WI | 9,550 | 300,000 | 0.10% | ||
| 44 | BECK CAPITAL MANAGEMENT, LLC | 7,910 | 242,000 | 0.08% | ||
| 45 | First Allied Advisory Services, Inc. | 6,823 | 215,000 | 0.07% | ||
| 46 | US BANCORP \DE\ | 6,515 | 204,000 | 0.07% | ||
| 47 | WFG Advisors, LP | 5,956 | 186,000 | 0.06% | ||
| 48 | DEUTSCHE BANK AG\ | 3,365 | 105,000 | 0.04% | ||
| 49 | Gemmer Asset Management LLC | 1,900 | 59,000 | 0.02% | ||
| 50 | NEXT Financial Group, Inc | 1,780 | 56,000 | 0.02% |
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.
