| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,530,584 | 21,215,000 | 25.92% | ||
| 2 | UBS Group AG | 1,057,310 | 14,654,000 | 17.91% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 584,424 | 8,100,000 | 9.90% | ||
| 4 | WELLS FARGO & COMPANY/MN | 549,250 | 7,612,000 | 9.30% | ||
| 5 | GUGGENHEIM CAPITAL LLC | 232,919 | 3,228,000 | 3.94% | ||
| 6 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 220,521 | 3,056,000 | 3.73% | ||
| 7 | ROYAL BANK OF CANADA | 181,456 | 2,515,000 | 3.07% | ||
| 8 | HighTower Advisors, LLC | 179,625 | 2,494,000 | 3.05% | ||
| 9 | PROFICIO CAPITAL PARTNERS LLC | 141,766 | 1,965,000 | 2.40% | ||
| 10 | VAN ECK ASSOCIATES CORP | 134,290 | 1,861,000 | 2.27% | ||
| 11 | RAYMOND JAMES & ASSOCIATES | 130,500 | 1,809,000 | 2.21% | ||
| 12 | FCA CORP /TX | 116,702 | 1,617,000 | 1.98% | ||
| 13 | Horizon Kinetics LLC | 110,169 | 1,527,000 | 1.87% | ||
| 14 | FIRST TRUST ADVISORS LP | 76,501 | 1,060,000 | 1.30% | ||
| 15 | AMERIPRISE FINANCIAL INC | 54,500 | 755,000 | 0.92% | ||
| 16 | EP Wealth Advisors, LLC | 53,076 | 736,000 | 0.90% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 53,015 | 735,000 | 0.90% | ||
| 18 | WHITTIER TRUST CO OF NEVADA INC | 52,247 | 724,000 | 0.88% | ||
| 19 | USCA RIA LLC | 44,545 | 617,000 | 0.75% | ||
| 20 | STIFEL FINANCIAL CORP | 39,664 | 554,000 | 0.68% | ||
| 21 | D.A. DAVIDSON & CO. | 35,500 | 492,000 | 0.60% | ||
| 22 | Advisory Services Network, LLC | 32,000 | 444,000 | 0.54% | ||
| 23 | Cambridge Investment Research Advisors, Inc. | 26,793 | 371,000 | 0.45% | ||
| 24 | Janney Montgomery Scott LLC | 26,199 | 363,000 | 0.44% | ||
| 25 | LPL Financial LLC | 25,935 | 360,000 | 0.44% | ||
| 26 | M&T BANK CORP | 23,636 | 328,000 | 0.40% | ||
| 27 | BB&T SECURITIES, LLC | 23,011 | 318,000 | 0.39% | ||
| 28 | Curi Capital, LLC | 22,452 | 311,000 | 0.38% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 21,000 | 291,000 | 0.36% | ||
| 30 | BENJAMIN F. EDWARDS & COMPANY, INC. | 16,366 | 227,000 | 0.28% | ||
| 31 | Commonwealth Equity Services, Inc | 14,300 | 198,000 | 0.24% | ||
| 32 | CITY HOLDING CO | 14,062 | 195,000 | 0.24% | ||
| 33 | SNOWDEN CAPITAL ADVISORS LLC | 13,638 | 189,016 | 0.23% | ||
| 34 | Virtu KCG Holdings LLC | 13,271 | 184,000 | 0.22% | ||
| 35 | BAIRD FINANCIAL GROUP, INC. | 12,000 | 166,000 | 0.20% | ||
| 36 | Greenwich Wealth Management LLC | 11,000 | 152,000 | 0.19% | ||
| 37 | ADVISOR GROUP, INC. | 9,695 | 134,000 | 0.16% | ||
| 38 | PNC FINANCIAL SERVICES GROUP, INC. | 6,400 | 88,000 | 0.11% | ||
| 39 | MSI Financial Services Inc | 4,234 | 59,000 | 0.07% | ||
| 40 | IFP ADVISORS, INC | 2,581 | 36,000 | 0.04% | ||
| 41 | Edge Wealth Management LLC | 2,600 | 36,000 | 0.04% | SH | |
| 42 | RPG FAMILY WEALTH ADVISORY, LLC | 1,750 | 24,255 | 0.03% | ||
| 43 | PINKERTON WEALTH, LLC | 1,507 | 21,000 | 0.03% | ||
| 44 | NORTHERN TRUST CORP | 94,061 | 13,000 | 0.02% |
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.