| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Morningstar Investment Services LLC | 1,529,814 | 42,728,000 | 14.12% | ||
| 2 | UBS Group AG | 1,439,456 | 40,204,000 | 13.29% | ||
| 3 | MORGAN STANLEY | 1,330,946 | 37,173,000 | 12.29% | ||
| 4 | SFMG, LLC | 1,000,537 | 27,945,000 | 9.24% | ||
| 5 | LPL Financial LLC | 942,440 | 27,067,000 | 8.95% | ||
| 6 | JNBA Financial Advisors | 796,079 | 22,234,000 | 7.35% | ||
| 7 | BANQUE PICTET & CIE SA | 580,273 | 16,207,000 | 5.36% | ||
| 8 | Pictet North America Advisors SA | 580,273 | 16,207,000 | 5.36% | ||
| 9 | Orion Porfolio Solutions, LLC | 357,028 | 9,972,000 | 3.30% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 225,424 | 6,296,000 | 2.08% | ||
| 11 | WELLS FARGO & COMPANY/MN | 192,855 | 5,386,000 | 1.78% | ||
| 12 | NATIONAL PLANNING CORP | 170,713 | 5,196,000 | 1.72% | ||
| 13 | AMERIPRISE FINANCIAL INC | 117,801 | 3,293,000 | 1.09% | ||
| 14 | JANE STREET GROUP, LLC | 112,687 | 3,147,000 | 1.04% | ||
| 15 | STEPHENS INC /AR/ | 86,795 | 2,424,000 | 0.80% | ||
| 16 | OPPENHEIMER & CO INC | 86,287 | 2,410,000 | 0.80% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 85,627 | 2,392,000 | 0.79% | ||
| 18 | Private Advisor Group, LLC | 80,022 | 2,235,000 | 0.74% | ||
| 19 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 76,119 | 2,126,000 | 0.70% | ||
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 74,388 | 2,078,000 | 0.69% | ||
| 21 | ProVise Management Group, LLC | 72,168 | 2,016,000 | 0.67% | ||
| 22 | CAHILL FINANCIAL ADVISORS INC | 69,832 | 1,951,000 | 0.64% | ||
| 23 | Raymond James Financial Services Advisors, Inc. | 66,995 | 1,871,000 | 0.62% | ||
| 24 | RAYMOND JAMES & ASSOCIATES | 59,857 | 1,672,000 | 0.55% | ||
| 25 | Commonwealth Equity Services, Inc | 59,882 | 1,672,000 | 0.55% | ||
| 26 | Sigma Planning Corp | 44,999 | 1,257,000 | 0.42% | ||
| 27 | Brookstone Capital Management | 40,670 | 1,136,000 | 0.38% | ||
| 28 | Virtu Financial LLC | 40,539 | 1,132,000 | 0.37% | ||
| 29 | Virtu KCG Holdings LLC | 34,979 | 977,000 | 0.32% | ||
| 30 | Cetera Advisor Networks LLC | 34,306 | 956,000 | 0.32% | ||
| 31 | CITADEL ADVISORS LLC | 33,511 | 936,000 | 0.31% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 31,638 | 884,000 | 0.29% | ||
| 33 | Mengis Capital Management, Inc. | 31,000 | 865,000 | 0.29% | ||
| 34 | CWM, LLC | 27,807 | 777,000 | 0.26% | ||
| 35 | MID CONTINENT CAPITAL LLC/IL | 26,975 | 754,000 | 0.25% | ||
| 36 | SVA Wealth Management, LLC | 25,621 | 716,000 | 0.24% | ||
| 37 | BANK OF NOVA SCOTIA | 20,143 | 560,000 | 0.19% | ||
| 38 | First Allied Advisory Services, Inc. | 19,216 | 537,000 | 0.18% | ||
| 39 | RELIANCE TRUST CO OF DELAWARE | 17,276 | 483,000 | 0.16% | ||
| 40 | ROYAL BANK OF CANADA | 16,689 | 466,000 | 0.15% | ||
| 41 | NORTHERN TRUST CORP | 15,900 | 444,000 | 0.15% | ||
| 42 | VICUS CAPITAL | 14,694 | 410,000 | 0.14% | ||
| 43 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13,685 | 382,000 | 0.13% | ||
| 44 | OLD SECOND NATIONAL BANK OF AURORA | 13,500 | 377,000 | 0.12% | ||
| 45 | GREAT LAKES ADVISORS, LLC | 13,372 | 373,000 | 0.12% | ||
| 46 | WHITTIER TRUST CO OF NEVADA INC | 13,295 | 371,000 | 0.12% | ||
| 47 | MSI Financial Services Inc | 11,565 | 323,000 | 0.11% | ||
| 48 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10,258 | 287,000 | 0.09% | ||
| 49 | FDx Advisors, Inc. | 9,441 | 263,687 | 0.09% | ||
| 50 | Roundview Capital LLC | 8,455 | 236,000 | 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.
