| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,599,081 | 45,846,000 | 15.80% | ||
| 2 | Morningstar Investment Services LLC | 1,462,171 | 42,271,000 | 14.56% | ||
| 3 | UBS Group AG | 1,379,942 | 39,894,000 | 13.74% | ||
| 4 | MORGAN STANLEY | 1,321,967 | 38,219,000 | 13.17% | ||
| 5 | JNBA Financial Advisors | 799,668 | 23,118,000 | 7.96% | ||
| 6 | SFMG, LLC | 764,336 | 22,097,000 | 7.61% | ||
| 7 | Orion Porfolio Solutions, LLC | 271,000 | 7,835,000 | 2.70% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 215,384 | 6,226,000 | 2.15% | ||
| 9 | BANQUE PICTET & CIE SA | 212,067 | 6,133,000 | 2.11% | ||
| 10 | Pictet North America Advisors SA | 203,767 | 5,893,000 | 2.03% | ||
| 11 | AMERIPRISE FINANCIAL INC | 181,550 | 5,249,000 | 1.81% | ||
| 12 | Raymond James Financial Services Advisors, Inc. | 112,821 | 3,262,000 | 1.12% | ||
| 13 | CITADEL ADVISORS LLC | 106,067 | 3,067,000 | 1.06% | ||
| 14 | NATIONAL PLANNING CORP | 105,064 | 2,907,000 | 1.00% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 83,878 | 2,425,000 | 0.84% | ||
| 16 | STEPHENS INC /AR/ | 80,434 | 2,325,000 | 0.80% | ||
| 17 | Virtu Financial LLC | 76,837 | 2,222,000 | 0.77% | ||
| 18 | ProVise Management Group, LLC | 69,717 | 2,016,000 | 0.69% | ||
| 19 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 69,032 | 1,996,000 | 0.69% | ||
| 20 | CAHILL FINANCIAL ADVISORS INC | 65,162 | 1,884,000 | 0.65% | ||
| 21 | WELLS FARGO & COMPANY/MN | 62,900 | 1,818,000 | 0.63% | ||
| 22 | RAYMOND JAMES & ASSOCIATES | 61,957 | 1,791,000 | 0.62% | ||
| 23 | STIFEL FINANCIAL CORP | 59,644 | 1,725,000 | 0.59% | ||
| 24 | Commonwealth Equity Services, Inc | 57,986 | 1,676,000 | 0.58% | ||
| 25 | Private Advisor Group, LLC | 57,207 | 1,654,000 | 0.57% | ||
| 26 | Virtu KCG Holdings LLC | 56,247 | 1,626,000 | 0.56% | ||
| 27 | IFP ADVISORS, INC | 49,992 | 1,445,000 | 0.50% | ||
| 28 | Sigma Planning Corp | 46,552 | 1,346,000 | 0.46% | ||
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39,211 | 1,134,000 | 0.39% | ||
| 30 | Brookstone Capital Management | 38,247 | 1,106,000 | 0.38% | ||
| 31 | JANE STREET GROUP, LLC | 36,944 | 1,068,000 | 0.37% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 31,096 | 899,000 | 0.31% | ||
| 33 | Mengis Capital Management, Inc. | 30,600 | 884,000 | 0.30% | ||
| 34 | ROYAL BANK OF CANADA | 26,330 | 761,000 | 0.26% | ||
| 35 | MSI Financial Services Inc | 18,920 | 547,000 | 0.19% | ||
| 36 | First Allied Advisory Services, Inc. | 16,810 | 487,000 | 0.17% | ||
| 37 | CWM, LLC | 16,010 | 463,000 | 0.16% | ||
| 38 | NORTHERN TRUST CORP | 15,700 | 454,000 | 0.16% | ||
| 39 | VICUS CAPITAL | 14,710 | 425,000 | 0.15% | ||
| 40 | SVA Wealth Management, LLC | 14,341 | 415,000 | 0.14% | ||
| 41 | OLD SECOND NATIONAL BANK OF AURORA | 13,500 | 390,000 | 0.13% | ||
| 42 | GREAT LAKES ADVISORS, LLC | 13,376 | 387,000 | 0.13% | ||
| 43 | WHITTIER TRUST CO OF NEVADA INC | 13,295 | 384,000 | 0.13% | ||
| 44 | Cetera Advisor Networks LLC | 12,792 | 367,000 | 0.13% | ||
| 45 | FDx Advisors, Inc. | 10,077 | 291,000 | 0.10% | ||
| 46 | Roundview Capital LLC | 8,455 | 244,000 | 0.08% | ||
| 47 | OPPENHEIMER & CO INC | 8,062 | 233,000 | 0.08% | ||
| 48 | Dynamic Advisor Solutions LLC | 7,158 | 207,000 | 0.07% | ||
| 49 | BECK CAPITAL MANAGEMENT, LLC | 6,900 | 199,000 | 0.07% | ||
| 50 | WFG Advisors, LP | 5,812 | 168,000 | 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.
