| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,136,550 | 15,512,000 | 28.02% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,714,911 | 12,450,000 | 22.49% | ||
| 3 | WELLS FARGO & COMPANY/MN | 956,868 | 6,946,000 | 12.55% | ||
| 4 | UBS Group AG | 530,092 | 3,849,000 | 6.95% | ||
| 5 | CITIGROUP INC | 435,804 | 3,163,000 | 5.71% | ||
| 6 | ROYAL BANK OF CANADA | 294,905 | 2,141,000 | 3.87% | ||
| 7 | Advisors Asset Management, Inc. | 263,327 | 1,912,000 | 3.45% | ||
| 8 | Coe Capital Management, LLC | 242,595 | 1,761,000 | 3.18% | ||
| 9 | LPL Financial LLC | 170,258 | 1,202,000 | 2.17% | ||
| 10 | SNOW CAPITAL MANAGEMENT LP | 112,125 | 814,000 | 1.47% | ||
| 11 | GUGGENHEIM CAPITAL LLC | 101,220 | 735,000 | 1.33% | ||
| 12 | STIFEL FINANCIAL CORP | 84,314 | 614,000 | 1.11% | ||
| 13 | WEDBUSH SECURITIES INC | 84,245 | 612,000 | 1.11% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 69,175 | 502,000 | 0.91% | ||
| 15 | DOLIVER ADVISORS, LP | 52,851 | 384,000 | 0.69% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 48,680 | 354,000 | 0.64% | ||
| 17 | Invesco Ltd. | 45,820 | 333,000 | 0.60% | ||
| 18 | Janney Montgomery Scott LLC | 39,774 | 289,000 | 0.52% | ||
| 19 | First Allied Advisory Services, Inc. | 38,325 | 278,000 | 0.50% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 25,300 | 184,000 | 0.33% | ||
| 21 | Bison Wealth, LLC | 24,255 | 176,000 | 0.32% | ||
| 22 | Virtu KCG Holdings LLC | 21,921 | 159,000 | 0.29% | ||
| 23 | Composition Wealth, LLC | 17,556 | 127,000 | 0.23% | ||
| 24 | GOLDMAN SACHS GROUP INC | 16,907 | 123,000 | 0.22% | ||
| 25 | BB&T SECURITIES, LLC | 14,819 | 107,000 | 0.19% | ||
| 26 | Cetera Advisor Networks LLC | 12,560 | 91,000 | 0.16% | ||
| 27 | ACG Wealth | 10,435 | 76,000 | 0.14% | ||
| 28 | STEPHENS INC /AR/ | 10,000 | 73,000 | 0.13% | ||
| 29 | IFP ADVISORS, INC | 8,000 | 58,000 | 0.10% | ||
| 30 | Plante Moran Financial Advisors, LLC | 7,573 | 55,000 | 0.10% | ||
| 31 | THOMPSON DAVIS & CO., INC. | 6,120 | 44,000 | 0.08% | ||
| 32 | Gradient Investments LLC | 5,229 | 38,000 | 0.07% | ||
| 33 | ENTERPRISE FINANCIAL SERVICES CORP | 5,000 | 36,000 | 0.07% | ||
| 34 | MSI Financial Services Inc | 5,000 | 36,000 | 0.07% | ||
| 35 | US BANCORP \DE\ | 3,800 | 28,000 | 0.05% | ||
| 36 | Tradewinds Capital Management, LLC | 2,991 | 22,000 | 0.04% | ||
| 37 | D.A. DAVIDSON & CO. | 3,000 | 21,000 | 0.04% | ||
| 38 | NEXT Financial Group, Inc | 2,310 | 17,000 | 0.03% | ||
| 39 | Transamerica Financial Advisors, LLC | 2,000 | 15,000 | 0.03% | ||
| 40 | Cable Hill Partners, LLC | 1,400 | 10,000 | 0.02% | ||
| 41 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 1,000 | 7,000 | 0.01% | ||
| 42 | ACROSPIRE INVESTMENT MANAGEMENT LLC | 300 | 2,000 | 0.00% |
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.
