| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SFMG, LLC | 2,905,829 | 88,076,000 | 22.13% | ||
| 2 | UBS Group AG | 1,556,553 | 47,179,000 | 11.85% | ||
| 3 | Morningstar Investment Services LLC | 1,381,054 | 41,860,000 | 10.52% | ||
| 4 | MORGAN STANLEY | 1,335,492 | 40,478,000 | 10.17% | ||
| 5 | LPL Financial LLC | 1,107,090 | 33,390,000 | 8.39% | ||
| 6 | Pictet North America Advisors SA | 923,074 | 27,997,000 | 7.03% | ||
| 7 | JNBA Financial Advisors | 892,390 | 27,048,000 | 6.79% | ||
| 8 | Orion Porfolio Solutions, LLC | 371,528 | 11,261,000 | 2.83% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 365,322 | 11,073,000 | 2.78% | ||
| 10 | ROYAL BANK OF CANADA | 215,723 | 6,539,000 | 1.64% | ||
| 11 | WELLS FARGO & COMPANY/MN | 210,285 | 6,374,000 | 1.60% | ||
| 12 | NATIONAL PLANNING CORP | 139,647 | 4,391,000 | 1.10% | ||
| 13 | Private Advisor Group, LLC | 135,958 | 4,121,000 | 1.04% | ||
| 14 | Commonwealth Equity Services, Inc | 110,003 | 3,334,000 | 0.84% | ||
| 15 | ProVise Management Group, LLC | 85,434 | 2,589,000 | 0.65% | ||
| 16 | CAHILL FINANCIAL ADVISORS INC | 82,903 | 2,513,000 | 0.63% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 82,427 | 2,498,000 | 0.63% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 79,384 | 2,406,000 | 0.60% | ||
| 19 | OPPENHEIMER & CO INC | 77,243 | 2,341,000 | 0.59% | ||
| 20 | STEPHENS INC /AR/ | 71,939 | 2,180,000 | 0.55% | ||
| 21 | AMERIPRISE FINANCIAL INC | 69,793 | 2,115,000 | 0.53% | ||
| 22 | AMERICAN INTERNATIONAL GROUP, INC. | 66,355 | 2,011,220 | 0.51% | ||
| 23 | Sigma Planning Corp | 59,644 | 1,808,000 | 0.45% | ||
| 24 | JANE STREET GROUP, LLC | 58,624 | 1,777,000 | 0.45% | ||
| 25 | Virtu KCG Holdings LLC | 57,696 | 1,749,000 | 0.44% | ||
| 26 | RAYMOND JAMES & ASSOCIATES | 56,946 | 1,726,000 | 0.43% | ||
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54,937 | 1,666,000 | 0.42% | ||
| 28 | Roundview Capital LLC | 50,986 | 1,545,000 | 0.39% | ||
| 29 | Ancora Advisors LLC | 0 | 1,270,000 | 0.32% | ||
| 30 | Raymond James Financial Services Advisors, Inc. | 37,115 | 1,125,000 | 0.28% | ||
| 31 | Brookstone Capital Management | 36,249 | 1,099,000 | 0.28% | ||
| 32 | Cetera Advisor Networks LLC | 34,301 | 1,042,000 | 0.26% | ||
| 33 | Mengis Capital Management, Inc. | 31,000 | 939,000 | 0.24% | ||
| 34 | Dynamic Advisor Solutions LLC | 30,046 | 911,000 | 0.23% | ||
| 35 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 27,857 | 877,000 | 0.22% | ||
| 36 | MID CONTINENT CAPITAL LLC/IL | 28,125 | 853,000 | 0.21% | ||
| 37 | Cambridge Investment Research Advisors, Inc. | 25,898 | 785,000 | 0.20% | ||
| 38 | SVA Wealth Management, LLC | 24,629 | 747,000 | 0.19% | ||
| 39 | MSI Financial Services Inc | 21,658 | 656,000 | 0.16% | ||
| 40 | VICUS CAPITAL | 21,353 | 647,000 | 0.16% | ||
| 41 | BANK OF NOVA SCOTIA | 20,143 | 613,000 | 0.15% | ||
| 42 | VSR Financial Services, Inc. | 19,192 | 582,000 | 0.15% | ||
| 43 | GREAT LAKES ADVISORS, LLC | 13,699 | 415,000 | 0.10% | ||
| 44 | WHITTIER TRUST CO OF NEVADA INC | 13,625 | 413,000 | 0.10% | ||
| 45 | OLD SECOND NATIONAL BANK OF AURORA | 13,500 | 409,000 | 0.10% | ||
| 46 | BANK OF MONTREAL /CAN/ | 11,947 | 362,000 | 0.09% | ||
| 47 | SII INVESTMENTS INC/WI | 10,334 | 315,000 | 0.08% | ||
| 48 | Concert Wealth Management Inc. | 11,098 | 299,000 | 0.08% | ||
| 49 | First Allied Advisory Services, Inc. | 8,921 | 271,000 | 0.07% | ||
| 50 | BANQUE PICTET & CIE SA | 8,300 | 252,000 | 0.06% |
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.
