| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1,782,447 | 55,398,000 | 17.29% | ||
| 2 | MORGAN STANLEY | 1,396,532 | 43,405,000 | 13.55% | ||
| 3 | Morningstar Investment Services LLC | 1,050,760 | 32,658,000 | 10.20% | ||
| 4 | LPL Financial LLC | 988,881 | 30,734,000 | 9.59% | ||
| 5 | Pictet North America Advisors SA | 896,891 | 27,875,000 | 8.70% | ||
| 6 | JNBA Financial Advisors | 864,021 | 26,854,000 | 8.38% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 609,388 | 18,940,000 | 5.91% | ||
| 8 | Orion Porfolio Solutions, LLC | 389,528 | 12,106,000 | 3.78% | ||
| 9 | WELLS FARGO & COMPANY/MN | 296,301 | 9,209,000 | 2.87% | ||
| 10 | SFMG, LLC | 201,908 | 6,275,000 | 1.96% | ||
| 11 | Private Advisor Group, LLC | 163,827 | 5,092,000 | 1.59% | ||
| 12 | Commonwealth Equity Services, Inc | 115,642 | 3,594,000 | 1.12% | ||
| 13 | ProVise Management Group, LLC | 95,774 | 2,976,000 | 0.93% | ||
| 14 | BB&T SECURITIES, LLC | 9,325 | 2,898,000 | 0.90% | ||
| 15 | CAHILL FINANCIAL ADVISORS INC | 84,667 | 2,632,000 | 0.82% | ||
| 16 | NATIONAL PLANNING CORP | 87,896 | 2,629,833 | 0.82% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 80,462 | 2,501,000 | 0.78% | ||
| 18 | OPPENHEIMER & CO INC | 77,843 | 2,419,000 | 0.76% | ||
| 19 | AMERIPRISE FINANCIAL INC | 70,255 | 2,174,000 | 0.68% | ||
| 20 | STEPHENS INC /AR/ | 68,745 | 2,137,000 | 0.67% | ||
| 21 | AMERICAN INTERNATIONAL GROUP, INC. | 63,475 | 1,972,803 | 0.62% | ||
| 22 | Roundview Capital LLC | 62,991 | 1,958,000 | 0.61% | ||
| 23 | Ancora Advisors LLC | 61,131 | 1,900,000 | 0.59% | ||
| 24 | Sigma Planning Corp | 59,910 | 1,862,000 | 0.58% | ||
| 25 | RAYMOND JAMES & ASSOCIATES | 55,981 | 1,740,000 | 0.54% | ||
| 26 | MID CONTINENT CAPITAL LLC/IL | 40,425 | 1,257,000 | 0.39% | ||
| 27 | BANK OF NOVA SCOTIA | 38,094 | 1,197,000 | 0.37% | ||
| 28 | Raymond James Financial Services Advisors, Inc. | 37,130 | 1,154,000 | 0.36% | ||
| 29 | Brookstone Capital Management | 34,095 | 1,060,000 | 0.33% | ||
| 30 | Cetera Advisor Networks LLC | 33,948 | 1,057,000 | 0.33% | ||
| 31 | VICUS CAPITAL | 33,163 | 1,031,000 | 0.32% | ||
| 32 | ENVESTNET ASSET MANAGEMENT INC | 30,156 | 937,000 | 0.29% | ||
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,852 | 928,000 | 0.29% | ||
| 34 | MSI Financial Services Inc | 29,130 | 905,000 | 0.28% | ||
| 35 | MILLENNIUM MANAGEMENT LLC | 28,099 | 873,000 | 0.27% | ||
| 36 | Dynamic Advisor Solutions LLC | 27,573 | 857,000 | 0.27% | ||
| 37 | SVA Wealth Management, LLC | 22,087 | 686,000 | 0.21% | ||
| 38 | Cambridge Investment Research Advisors, Inc. | 17,933 | 557,000 | 0.17% | ||
| 39 | WHITTIER TRUST CO OF NEVADA INC | 17,750 | 551,000 | 0.17% | ||
| 40 | VSR Financial Services, Inc. | 16,791 | 522,000 | 0.16% | ||
| 41 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15,543 | 483,000 | 0.15% | ||
| 42 | GREAT LAKES ADVISORS, LLC | 13,699 | 426,000 | 0.13% | ||
| 43 | OLD SECOND NATIONAL BANK OF AURORA | 13,500 | 420,000 | 0.13% | ||
| 44 | Concert Wealth Management Inc. | 12,818 | 404,000 | 0.13% | ||
| 45 | ROYAL BANK OF CANADA | 11,837 | 368,000 | 0.11% | ||
| 46 | BANK OF MONTREAL /CAN/ | 11,014 | 342,000 | 0.11% | ||
| 47 | SII INVESTMENTS INC/WI | 10,902 | 340,000 | 0.11% | ||
| 48 | DEUTSCHE BANK AG\ | 9,213 | 285,000 | 0.09% | ||
| 49 | WFG Advisors, LP | 9,133 | 284,000 | 0.09% | ||
| 50 | First Allied Advisory Services, Inc. | 8,298 | 258,000 | 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.
