| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,364,031 | 41,535,000 | 18.53% | ||
| 2 | MORGAN STANLEY | 1,292,691 | 39,750,000 | 17.74% | ||
| 3 | UBS Group AG | 1,285,100 | 39,517,000 | 17.63% | ||
| 4 | JNBA Financial Advisors | 869,979 | 26,752,000 | 11.94% | ||
| 5 | SFMG, LLC | 709,291 | 21,811,000 | 9.73% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 184,794 | 5,682,000 | 2.54% | ||
| 7 | KELMAN-LAZAROV, INC. | 133,255 | 4,127,000 | 1.84% | ||
| 8 | Raymond James Financial Services Advisors, Inc. | 123,511 | 3,798,000 | 1.69% | ||
| 9 | BANQUE PICTET & CIE SA | 122,712 | 3,771,000 | 1.68% | ||
| 10 | Pictet North America Advisors SA | 122,712 | 3,771,000 | 1.68% | ||
| 11 | Virtu Financial LLC | 88,117 | 2,708,000 | 1.21% | ||
| 12 | STIFEL FINANCIAL CORP | 79,879 | 2,456,000 | 1.10% | ||
| 13 | ProVise Management Group, LLC | 67,169 | 2,065,000 | 0.92% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 64,979 | 1,998,000 | 0.89% | ||
| 15 | CAHILL FINANCIAL ADVISORS INC | 59,178 | 1,820,000 | 0.81% | ||
| 16 | Commonwealth Equity Services, Inc | 53,394 | 1,642,000 | 0.73% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 51,829 | 1,594,000 | 0.71% | ||
| 18 | WELLS FARGO & COMPANY/MN | 51,741 | 1,591,000 | 0.71% | ||
| 19 | Sigma Planning Corp | 39,717 | 1,221,000 | 0.54% | ||
| 20 | IFP ADVISORS, INC | 37,882 | 1,165,000 | 0.52% | ||
| 21 | AMERIPRISE FINANCIAL INC | 37,112 | 1,141,000 | 0.51% | ||
| 22 | ROYAL BANK OF CANADA | 36,518 | 1,123,000 | 0.50% | ||
| 23 | BAROMETER CAPITAL MANAGEMENT INC. | 35,400 | 1,089,000 | 0.49% | ||
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,544 | 1,062,000 | 0.47% | ||
| 25 | Cambridge Investment Research Advisors, Inc. | 33,547 | 1,032,000 | 0.46% | ||
| 26 | Mengis Capital Management, Inc. | 30,600 | 940,000 | 0.42% | ||
| 27 | STEPHENS INC /AR/ | 29,088 | 894,000 | 0.40% | ||
| 28 | Brookstone Capital Management | 26,814 | 825,000 | 0.37% | ||
| 29 | CITADEL ADVISORS LLC | 23,972 | 737,000 | 0.33% | ||
| 30 | Private Advisor Group, LLC | 22,290 | 685,000 | 0.31% | ||
| 31 | JANE STREET GROUP, LLC | 18,683 | 575,000 | 0.26% | ||
| 32 | CWM, LLC | 16,593 | 510,000 | 0.23% | ||
| 33 | First Allied Advisory Services, Inc. | 16,510 | 507,000 | 0.23% | ||
| 34 | NORTHERN TRUST CORP | 15,700 | 483,000 | 0.22% | ||
| 35 | OLD SECOND NATIONAL BANK OF AURORA | 13,500 | 415,000 | 0.19% | ||
| 36 | GREAT LAKES ADVISORS, LLC | 13,359 | 411,000 | 0.18% | ||
| 37 | WHITTIER TRUST CO OF NEVADA INC | 13,295 | 409,000 | 0.18% | ||
| 38 | Dynamic Advisor Solutions LLC | 12,581 | 387,000 | 0.17% | ||
| 39 | MSI Financial Services Inc | 12,552 | 386,000 | 0.17% | ||
| 40 | Cetera Advisor Networks LLC | 10,299 | 319,000 | 0.14% | ||
| 41 | FDx Advisors, Inc. | 9,593 | 295,000 | 0.13% | ||
| 42 | Roundview Capital LLC | 8,605 | 265,000 | 0.12% | ||
| 43 | ENVESTNET ASSET MANAGEMENT INC | 8,494 | 261,000 | 0.12% | ||
| 44 | ASSET DEDICATION, LLC | 3,882 | 119,000 | 0.05% | ||
| 45 | Winslow, Evans & Crocker, Inc. | 3,157 | 97,078 | 0.04% | ||
| 46 | AMERICAN INTERNATIONAL GROUP, INC. | 2,878 | 89,000 | 0.04% | ||
| 47 | US BANCORP \DE\ | 2,385 | 73,000 | 0.03% | ||
| 48 | SEI INVESTMENTS CO | 2,097 | 64,000 | 0.03% | ||
| 49 | Sandy Spring Bank | 803 | 25,000 | 0.01% | ||
| 50 | Gemmer Asset Management LLC | 700 | 21,000 | 0.01% |
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.
