| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1,438,531 | 44,134,000 | 14.07% | ||
| 2 | MORGAN STANLEY | 1,366,510 | 41,924,000 | 13.37% | ||
| 3 | Morningstar Investment Services LLC | 1,337,375 | 41,031,000 | 13.08% | ||
| 4 | SFMG, LLC | 1,049,822 | 32,209,000 | 10.27% | ||
| 5 | LPL Financial LLC | 1,029,671 | 31,559,000 | 10.06% | ||
| 6 | JNBA Financial Advisors | 909,536 | 27,905,000 | 8.90% | ||
| 7 | Pictet North America Advisors SA | 580,200 | 17,795,000 | 5.67% | ||
| 8 | Orion Porfolio Solutions, LLC | 360,028 | 11,045,000 | 3.52% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 316,896 | 9,723,000 | 3.10% | ||
| 10 | WELLS FARGO & COMPANY/MN | 196,736 | 6,036,000 | 1.92% | ||
| 11 | NATIONAL PLANNING CORP | 160,805 | 4,954,000 | 1.58% | ||
| 12 | AMERIPRISE FINANCIAL INC | 97,013 | 2,976,000 | 0.95% | ||
| 13 | Private Advisor Group, LLC | 93,839 | 2,879,000 | 0.92% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 84,103 | 2,580,000 | 0.82% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 80,441 | 2,468,000 | 0.79% | ||
| 16 | OPPENHEIMER & CO INC | 80,285 | 2,463,000 | 0.79% | ||
| 17 | CAHILL FINANCIAL ADVISORS INC | 78,824 | 2,419,000 | 0.77% | ||
| 18 | ProVise Management Group, LLC | 78,214 | 2,400,000 | 0.77% | ||
| 19 | STEPHENS INC /AR/ | 76,250 | 2,339,000 | 0.75% | ||
| 20 | Commonwealth Equity Services, Inc | 70,525 | 2,164,000 | 0.69% | ||
| 21 | RAYMOND JAMES & ASSOCIATES | 59,638 | 1,830,000 | 0.58% | ||
| 22 | Sigma Planning Corp | 52,841 | 1,621,000 | 0.52% | ||
| 23 | Roundview Capital LLC | 49,636 | 1,523,000 | 0.49% | ||
| 24 | Raymond James Financial Services Advisors, Inc. | 44,051 | 1,351,000 | 0.43% | ||
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,760 | 1,158,000 | 0.37% | ||
| 26 | Brookstone Capital Management | 37,459 | 1,149,000 | 0.37% | ||
| 27 | Cetera Advisor Networks LLC | 34,301 | 1,042,000 | 0.33% | ||
| 28 | Mengis Capital Management, Inc. | 31,000 | 951,000 | 0.30% | ||
| 29 | CITADEL ADVISORS LLC | 29,950 | 919,000 | 0.29% | ||
| 30 | Cambridge Investment Research Advisors, Inc. | 28,464 | 873,000 | 0.28% | ||
| 31 | Ancora Advisors LLC | 27,674 | 849,000 | 0.27% | ||
| 32 | MID CONTINENT CAPITAL LLC/IL | 27,650 | 848,000 | 0.27% | ||
| 33 | SVA Wealth Management, LLC | 25,340 | 777,000 | 0.25% | ||
| 34 | VICUS CAPITAL | 21,036 | 645,000 | 0.21% | ||
| 35 | BANK OF NOVA SCOTIA | 20,143 | 618,000 | 0.20% | ||
| 36 | VSR Financial Services, Inc. | 16,363 | 502,000 | 0.16% | ||
| 37 | First Allied Advisory Services, Inc. | 14,252 | 436,000 | 0.14% | ||
| 38 | MSI Financial Services Inc | 14,190 | 435,000 | 0.14% | ||
| 39 | JANE STREET GROUP, LLC | 14,105 | 433,000 | 0.14% | ||
| 40 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13,685 | 420,000 | 0.13% | ||
| 41 | OLD SECOND NATIONAL BANK OF AURORA | 13,500 | 414,000 | 0.13% | ||
| 42 | GREAT LAKES ADVISORS, LLC | 13,366 | 410,000 | 0.13% | ||
| 43 | WHITTIER TRUST CO OF NEVADA INC | 13,295 | 408,000 | 0.13% | ||
| 44 | BANK OF MONTREAL /CAN/ | 11,947 | 367,000 | 0.12% | ||
| 45 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10,991 | 337,204 | 0.11% | ||
| 46 | Visionary Asset Management, Inc. | 10,493 | 322,000 | 0.10% | ||
| 47 | HRT FINANCIAL LP | 8,776 | 269,000 | 0.09% | ||
| 48 | BANQUE PICTET & CIE SA | 8,300 | 255,000 | 0.08% | ||
| 49 | BECK CAPITAL MANAGEMENT, LLC | 7,450 | 229,000 | 0.07% | ||
| 50 | WFG Advisors, LP | 7,310 | 224,000 | 0.07% |
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.
