| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,682,814 | 21,389,000 | 27.37% | ||
| 2 | UBS Group AG | 1,228,181 | 15,610,000 | 19.98% | ||
| 3 | WELLS FARGO & COMPANY/MN | 572,832 | 7,280,000 | 9.32% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 499,545 | 6,349,000 | 8.12% | ||
| 5 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 254,436 | 3,234,000 | 4.14% | ||
| 6 | GUGGENHEIM CAPITAL LLC | 193,184 | 2,455,000 | 3.14% | ||
| 7 | HighTower Advisors, LLC | 185,503 | 2,357,000 | 3.02% | ||
| 8 | ROYAL BANK OF CANADA | 179,056 | 2,276,000 | 2.91% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 151,550 | 1,926,000 | 2.46% | ||
| 10 | PROFICIO CAPITAL PARTNERS LLC | 141,766 | 1,802,000 | 2.31% | ||
| 11 | FCA CORP /TX | 117,012 | 1,487,000 | 1.90% | ||
| 12 | FIRST TRUST ADVISORS LP | 98,303 | 1,249,000 | 1.60% | ||
| 13 | VAN ECK ASSOCIATES CORP | 91,584 | 1,164,000 | 1.49% | ||
| 14 | Janney Montgomery Scott LLC | 66,481 | 845,000 | 1.08% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 56,796 | 722,000 | 0.92% | ||
| 16 | EP Wealth Advisors, LLC | 53,076 | 675,000 | 0.86% | ||
| 17 | SNOWDEN CAPITAL ADVISORS LLC | 53,010 | 673,752 | 0.86% | ||
| 18 | AMERIPRISE FINANCIAL INC | 50,700 | 644,000 | 0.82% | ||
| 19 | SG Americas Securities, LLC | 48,309 | 614,000 | 0.79% | ||
| 20 | WHITTIER TRUST CO OF NEVADA INC | 46,247 | 588,000 | 0.75% | ||
| 21 | LPL Financial LLC | 42,988 | 550,000 | 0.70% | ||
| 22 | USCA RIA LLC | 42,245 | 537,000 | 0.69% | ||
| 23 | STIFEL FINANCIAL CORP | 30,176 | 382,000 | 0.49% | ||
| 24 | BB&T SECURITIES, LLC | 23,011 | 318,000 | 0.41% | ||
| 25 | D.A. DAVIDSON & CO. | 25,000 | 317,000 | 0.41% | ||
| 26 | Horizon Kinetics LLC | 24,239 | 308,000 | 0.39% | ||
| 27 | Edge Wealth Management LLC | 23,585 | 300,000 | 0.38% | ||
| 28 | M&T BANK CORP | 23,636 | 300,000 | 0.38% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 21,377 | 272,000 | 0.35% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 18,600 | 238,000 | 0.30% | ||
| 31 | Commonwealth Equity Services, Inc | 15,678 | 199,000 | 0.25% | ||
| 32 | CITY HOLDING CO | 13,553 | 172,000 | 0.22% | ||
| 33 | STRATEGIC FINANCIAL GROUP, LLC | 12,000 | 153,000 | 0.20% | PRN | |
| 34 | BAIRD FINANCIAL GROUP, INC. | 12,000 | 153,000 | 0.20% | ||
| 35 | BENJAMIN F. EDWARDS & COMPANY, INC. | 11,198 | 142,000 | 0.18% | ||
| 36 | Greenwich Wealth Management LLC | 10,000 | 127,000 | 0.16% | ||
| 37 | ADVISOR GROUP, INC. | 8,230 | 105,000 | 0.13% | ||
| 38 | PNC FINANCIAL SERVICES GROUP, INC. | 6,400 | 82,000 | 0.10% | ||
| 39 | MSI Financial Services Inc | 4,252 | 54,000 | 0.07% | ||
| 40 | IFP ADVISORS, INC | 2,581 | 33,000 | 0.04% | ||
| 41 | Avior Wealth Management, LLC | 2,000 | 25,000 | 0.03% | ||
| 42 | Ancora Advisors LLC | 1,700 | 22,000 | 0.03% | ||
| 43 | NEXT Financial Group, Inc | 850 | 11,000 | 0.01% | ||
| 44 | MOTCO | 300 | 4,000 | 0.01% | ||
| 45 | Tower Research Capital LLC (TRC) | 272 | 3,000 | 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.
