| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 7,662,245 | 101,448,000 | 44.12% | ||
| 2 | UBS Group AG | 1,904,021 | 25,209,000 | 10.96% | ||
| 3 | Invesco Ltd. | 1,045,858 | 13,847,000 | 6.02% | ||
| 4 | WELLS FARGO & COMPANY/MN | 1,015,861 | 13,451,000 | 5.85% | ||
| 5 | GUGGENHEIM CAPITAL LLC | 631,375 | 8,359,000 | 3.63% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 606,901 | 8,035,000 | 3.49% | ||
| 7 | STIFEL FINANCIAL CORP | 491,385 | 6,506,000 | 2.83% | ||
| 8 | LPL Financial LLC | 488,934 | 6,395,000 | 2.78% | ||
| 9 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 331,984 | 4,395,000 | 1.91% | ||
| 10 | Advisors Asset Management, Inc. | 276,091 | 3,655,000 | 1.59% | ||
| 11 | BANK OF NOVA SCOTIA | 207,249 | 2,744,000 | 1.19% | ||
| 12 | Cetera Advisor Networks LLC | 204,592 | 2,709,000 | 1.18% | ||
| 13 | Commonwealth Equity Services, Inc | 204,354 | 2,706,000 | 1.18% | ||
| 14 | COHEN & STEERS, INC. | 201,719 | 2,671,000 | 1.16% | ||
| 15 | Cambridge Investment Research Advisors, Inc. | 154,120 | 2,041,000 | 0.89% | ||
| 16 | Focused Wealth Management, Inc | 141,952 | 1,879,000 | 0.82% | ||
| 17 | AMERIPRISE FINANCIAL INC | 136,612 | 1,809,000 | 0.79% | ||
| 18 | VICUS CAPITAL | 133,510 | 1,768,000 | 0.77% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 133,078 | 1,762,000 | 0.77% | ||
| 20 | Financial Sense Advisors, Inc. | 105,989 | 1,403,000 | 0.61% | ||
| 21 | Cordasco Financial Network | 93,785 | 1,222,000 | 0.53% | ||
| 22 | ROYAL BANK OF CANADA | 89,912 | 1,195,000 | 0.52% | ||
| 23 | CITIGROUP INC | 87,289 | 1,156,000 | 0.50% | ||
| 24 | BRUDERMAN ASSET MANAGEMENT, LLC | 84,634 | 1,121,000 | 0.49% | ||
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 78,193 | 1,035,000 | 0.45% | ||
| 26 | Raymond James Financial Services Advisors, Inc. | 72,230 | 956,000 | 0.42% | ||
| 27 | Apriem Advisors | 66,396 | 879,000 | 0.38% | ||
| 28 | TILLER PRIVATE WEALTH, INC. | 64,835 | 858,000 | 0.37% | ||
| 29 | LVW Advisors, LLC | 59,185 | 784,000 | 0.34% | ||
| 30 | TRUST DEPARTMENT MB FINANCIAL BANK N A | 52,247 | 692,000 | 0.30% | ||
| 31 | MSI Financial Services Inc | 42,090 | 557,000 | 0.24% | ||
| 32 | M&T BANK CORP | 40,063 | 531,000 | 0.23% | ||
| 33 | Janney Montgomery Scott LLC | 39,261 | 520,000 | 0.23% | ||
| 34 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | 35,799 | 474,000 | 0.21% | ||
| 35 | Bank of New York Mellon Corp | 35,711 | 473,000 | 0.21% | ||
| 36 | Waverly Advisors, LLC | 29,779 | 394,000 | 0.17% | ||
| 37 | Sigma Planning Corp | 24,875 | 329,000 | 0.14% | ||
| 38 | ADVISOR GROUP, INC. | 23,545 | 312,000 | 0.14% | ||
| 39 | Patten Group, Inc. | 21,944 | 278,063 | 0.12% | ||
| 40 | HighTower Advisors, LLC | 20,244 | 266,000 | 0.12% | ||
| 41 | Concert Wealth Management Inc. | 17,359 | 230,000 | 0.10% | ||
| 42 | MARCO INVESTMENT MANAGEMENT LLC | 17,087 | 226,000 | 0.10% | ||
| 43 | Prospera Financial Services Inc | 17,051 | 226,000 | 0.10% | ||
| 44 | GENEOS WEALTH MANAGEMENT INC. | 16,866 | 223,000 | 0.10% | ||
| 45 | Cetera Advisors LLC | 16,416 | 217,000 | 0.09% | ||
| 46 | HL FINANCIAL SERVICES LLC | 16,268 | 215,000 | 0.09% | ||
| 47 | Stratos Wealth Partners, LTD. | 16,136 | 214,000 | 0.09% | ||
| 48 | NORTHERN TRUST CORP | 14,067 | 186,000 | 0.08% | ||
| 49 | Whitnell & Co. | 13,507 | 179,000 | 0.08% | ||
| 50 | WEDBUSH SECURITIES INC | 12,517 | 166,000 | 0.07% |
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.
