| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,454,292 | 20,622,000 | 23.73% | ||
| 2 | UBS Group AG | 1,231,487 | 17,462,000 | 20.09% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 617,993 | 8,763,000 | 10.08% | ||
| 4 | WELLS FARGO & COMPANY/MN | 551,795 | 7,824,000 | 9.00% | ||
| 5 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 336,645 | 4,774,000 | 5.49% | ||
| 6 | GUGGENHEIM CAPITAL LLC | 250,307 | 3,549,000 | 4.08% | ||
| 7 | HighTower Advisors, LLC | 168,965 | 2,396,000 | 2.76% | ||
| 8 | ROYAL BANK OF CANADA | 153,326 | 2,174,000 | 2.50% | ||
| 9 | PROFICIO CAPITAL PARTNERS LLC | 141,766 | 2,007,000 | 2.31% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 128,322 | 1,820,000 | 2.09% | ||
| 11 | FCA CORP /TX | 119,052 | 1,688,000 | 1.94% | ||
| 12 | VAN ECK ASSOCIATES CORP | 117,679 | 1,669,000 | 1.92% | ||
| 13 | Horizon Kinetics LLC | 110,169 | 1,562,000 | 1.80% | ||
| 14 | FIRST TRUST ADVISORS LP | 69,601 | 987,000 | 1.14% | ||
| 15 | WHITTIER TRUST CO OF NEVADA INC | 63,970 | 907,000 | 1.04% | ||
| 16 | AMERIPRISE FINANCIAL INC | 59,025 | 837,000 | 0.96% | ||
| 17 | LPL Financial LLC | 52,200 | 744,000 | 0.86% | ||
| 18 | Raymond James Financial Services Advisors, Inc. | 47,287 | 671,000 | 0.77% | ||
| 19 | EP Wealth Advisors, LLC | 47,282 | 670,000 | 0.77% | ||
| 20 | Janney Montgomery Scott LLC | 46,170 | 625,000 | 0.72% | ||
| 21 | USCA RIA LLC | 43,745 | 620,000 | 0.71% | ||
| 22 | STIFEL FINANCIAL CORP | 40,033 | 568,000 | 0.65% | ||
| 23 | Edge Wealth Management LLC | 36,008 | 510,000 | 0.59% | SH | |
| 24 | D.A. DAVIDSON & CO. | 35,500 | 503,000 | 0.58% | ||
| 25 | Advisory Services Network, LLC | 29,000 | 411,000 | 0.47% | ||
| 26 | CITY HOLDING CO | 26,170 | 371,000 | 0.43% | ||
| 27 | Cambridge Investment Research Advisors, Inc. | 23,926 | 339,000 | 0.39% | ||
| 28 | BB&T SECURITIES, LLC | 23,011 | 326,000 | 0.38% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 19,500 | 276,000 | 0.32% | ||
| 30 | BENJAMIN F. EDWARDS & COMPANY, INC. | 14,196 | 201,000 | 0.23% | ||
| 31 | SNOWDEN CAPITAL ADVISORS LLC | 13,557 | 192,237 | 0.22% | ||
| 32 | Virtu KCG Holdings LLC | 12,295 | 174,000 | 0.20% | ||
| 33 | BAIRD FINANCIAL GROUP, INC. | 12,000 | 170,000 | 0.20% | ||
| 34 | Greenwich Wealth Management LLC | 11,000 | 156,000 | 0.18% | ||
| 35 | ADVISOR GROUP, INC. | 9,695 | 136,000 | 0.16% | ||
| 36 | MSI Financial Services Inc | 4,221 | 60,000 | 0.07% | ||
| 37 | WAYNE HUMMER INVESTMENTS L.L.C. | 11,000 | 56,000 | 0.06% | ||
| 38 | IFP ADVISORS, INC | 3,581 | 51,000 | 0.06% | ||
| 39 | DEUTSCHE BANK AG\ | 3,000 | 42,000 | 0.05% | ||
| 40 | INTEGRATED WEALTH MANAGEMENT | 450 | 6,000 | 0.01% | ||
| 41 | WFG Advisors, LP | 101 | 1,000 | 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.
