| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,430,761 | 56,936,000 | 54.86% | ||
| 2 | UBS AG | 831,130 | 10,680,000 | 10.29% | ||
| 3 | Invesco Ltd. | 470,239 | 6,043,000 | 5.82% | ||
| 4 | GUGGENHEIM CAPITAL LLC | 314,333 | 4,039,000 | 3.89% | ||
| 5 | LPL Financial LLC | 266,446 | 3,424,000 | 3.30% | ||
| 6 | WELLS FARGO & COMPANY/MN | 223,060 | 2,867,000 | 2.76% | ||
| 7 | COHEN & STEERS, INC. | 215,586 | 2,770,000 | 2.67% | ||
| 8 | HighTower Advisors, LLC | 213,083 | 2,738,000 | 2.64% | ||
| 9 | STIFEL FINANCIAL CORP | 146,884 | 1,887,000 | 1.82% | ||
| 10 | Gary Goldberg Planning Services Inc | 138,530 | 1,780,000 | 1.72% | ||
| 11 | Index Management Solutions, LLC | 105,073 | 1,350,000 | 1.30% | ||
| 12 | VICUS CAPITAL | 99,165 | 1,274,000 | 1.23% | ||
| 13 | BANK OF AMERICA CORP /DE/ | 93,274 | 1,198,000 | 1.15% | ||
| 14 | CITIGROUP INC | 59,951 | 770,000 | 0.74% | ||
| 15 | Janney Montgomery Scott LLC | 49,931 | 641,613 | 0.62% | ||
| 16 | Cetera Advisor Networks LLC | 46,829 | 603,000 | 0.58% | ||
| 17 | Commonwealth Equity Services, Inc | 34,323 | 441,000 | 0.42% | ||
| 18 | Advisors Asset Management, Inc. | 31,936 | 410,000 | 0.40% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 26,396 | 339,000 | 0.33% | ||
| 20 | NATIONAL PLANNING CORP | 26,045 | 335,000 | 0.32% | ||
| 21 | ROYAL BANK OF CANADA | 25,605 | 329,000 | 0.32% | ||
| 22 | Apriem Advisors | 22,800 | 293,000 | 0.28% | ||
| 23 | Whitnell & Co. | 19,500 | 251,000 | 0.24% | ||
| 24 | Virtu KCG Holdings LLC | 18,839 | 242,000 | 0.23% | ||
| 25 | First Allied Advisory Services, Inc. | 18,497 | 240,000 | 0.23% | ||
| 26 | GOLDMAN SACHS GROUP INC | 17,433 | 224,000 | 0.22% | ||
| 27 | MSI Financial Services Inc | 14,026 | 180,000 | 0.17% | ||
| 28 | Robert W. Baird & Co. Inc | 11,140 | 143,000 | 0.14% | ||
| 29 | Maryland Capital Management | 10,900 | 141,000 | 0.14% | ||
| 30 | MARCO INVESTMENT MANAGEMENT LLC | 18,650 | 140,000 | 0.13% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 10,763 | 138,000 | 0.13% | ||
| 32 | Tower Research Capital LLC (TRC) | 8,065 | 104,000 | 0.10% | ||
| 33 | B. Riley Wealth Advisors, Inc. | 8,013 | 102,971 | 0.10% | ||
| 34 | TCI Wealth Advisors, Inc. | 6,519 | 84,000 | 0.08% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 5,863 | 75,000 | 0.07% | ||
| 36 | AMERICAN INTERNATIONAL GROUP, INC. | 5,292 | 68,002 | 0.07% | ||
| 37 | US BANCORP \DE\ | 4,700 | 60,000 | 0.06% | ||
| 38 | WFG Advisors, LP | 3,879 | 50,000 | 0.05% | ||
| 39 | D.A. DAVIDSON & CO. | 3,764 | 48,000 | 0.05% | ||
| 40 | Creative Planning | 3,695 | 47,000 | 0.05% | ||
| 41 | DEUTSCHE BANK AG\ | 3,312 | 42,000 | 0.04% | ||
| 42 | WESTPORT RESOURCES MANAGEMENT INC | 2,900 | 37,000 | 0.04% | ||
| 43 | SECURITY NATIONAL TRUST CO | 2,775 | 36,000 | 0.03% | ||
| 44 | BARCLAYS PLC | 2,991 | 36,000 | 0.03% | ||
| 45 | FIFTH THIRD BANCORP | 2,114 | 27,000 | 0.03% | ||
| 46 | Edge Wealth Management LLC | 2,000 | 26,000 | 0.03% | ||
| 47 | KANALY TRUST CO | 1,500 | 19,000 | 0.02% | ||
| 48 | CAPTRUST FINANCIAL ADVISORS | 1,435 | 18,000 | 0.02% | ||
| 49 | BANK OF MONTREAL /CAN/ | 1,000 | 13,000 | 0.01% | ||
| 50 | SUMMIT SECURITIES GROUP LLC | 1,000 | 13,000 | 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.
