| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 3,594,284 | 34,469,000 | 15.23% | ||
| 2 | MORGAN STANLEY | 3,528,904 | 33,842,000 | 14.95% | ||
| 3 | WELLS FARGO & COMPANY/MN | 2,195,975 | 21,059,000 | 9.30% | ||
| 4 | Invesco Ltd. | 1,536,306 | 14,733,000 | 6.51% | ||
| 5 | BESSEMER GROUP INC | 1,376,864 | 13,204,000 | 5.83% | ||
| 6 | LPL Financial LLC | 1,198,046 | 11,405,000 | 5.04% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 1,180,826 | 11,324,000 | 5.00% | ||
| 8 | CORNERSTONE FINANCIAL PARTNERS, LLC | 597,675 | 5,724,000 | 2.53% | ||
| 9 | Commonwealth Equity Services, Inc | 546,252 | 5,239,000 | 2.31% | ||
| 10 | Cambridge Investment Research Advisors, Inc. | 529,940 | 5,082,000 | 2.24% | ||
| 11 | CENTRAL TRUST Co | 485,875 | 4,659,000 | 2.06% | ||
| 12 | SIT INVESTMENT ASSOCIATES INC | 335,035 | 3,213,000 | 1.42% | ||
| 13 | GREATMARK INVESTMENT PARTNERS, INC. | 318,813 | 3,057,000 | 1.35% | ||
| 14 | FIRST FOUNDATION ADVISORS | 311,435 | 2,987,000 | 1.32% | ||
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 299,741 | 2,875,000 | 1.27% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 291,487 | 2,795,000 | 1.23% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 280,374 | 2,689,000 | 1.19% | ||
| 18 | Kovack Advisors, Inc. | 278,422 | 2,670,000 | 1.18% | ||
| 19 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 272,685 | 2,615,000 | 1.16% | ||
| 20 | GENEOS WEALTH MANAGEMENT INC. | 215,187 | 2,063,000 | 0.91% | ||
| 21 | Oxbow Advisors, LLC | 214,277 | 2,055,000 | 0.91% | ||
| 22 | Capital Investment Advisors, LLC | 212,349 | 2,036,000 | 0.90% | ||
| 23 | IFC Holdings Incorporated/FL | 198,420 | 1,898,000 | 0.84% | ||
| 24 | INVESTMENT CENTERS OF AMERICA INC | 186,873 | 1,795,000 | 0.79% | ||
| 25 | Arete Wealth Advisors, LLC | 176,356 | 1,691,000 | 0.75% | ||
| 26 | Prospera Financial Services Inc | 170,600 | 1,636,000 | 0.72% | ||
| 27 | RAYMOND JAMES & ASSOCIATES | 153,618 | 1,473,000 | 0.65% | ||
| 28 | FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 141,594 | 1,358,000 | 0.60% | ||
| 29 | Horizon Kinetics LLC | 140,227 | 1,345,000 | 0.59% | ||
| 30 | ROYAL BANK OF CANADA | 131,493 | 1,261,000 | 0.56% | ||
| 31 | Cetera Advisor Networks LLC | 123,379 | 1,183,000 | 0.52% | ||
| 32 | WEDBUSH SECURITIES INC | 115,547 | 1,108,000 | 0.49% | ||
| 33 | GUGGENHEIM CAPITAL LLC | 113,303 | 1,087,000 | 0.48% | ||
| 34 | United Asset Strategies, Inc. | 104,710 | 1,004,000 | 0.44% | ||
| 35 | IFP ADVISORS, INC | 99,105 | 950,000 | 0.42% | ||
| 36 | First Allied Advisory Services, Inc. | 96,608 | 926,000 | 0.41% | ||
| 37 | ADVISOR GROUP, INC. | 87,693 | 841,000 | 0.37% | ||
| 38 | Sigma Planning Corp | 81,042 | 777,000 | 0.34% | ||
| 39 | Private Advisor Group, LLC | 79,954 | 761,000 | 0.34% | ||
| 40 | Ken Stern & Associates, Inc. | 74,383 | 713,000 | 0.31% | ||
| 41 | MSI Financial Services Inc | 72,118 | 692,000 | 0.31% | ||
| 42 | PROFICIO CAPITAL PARTNERS LLC | 63,097 | 605,000 | 0.27% | ||
| 43 | BRUDERMAN ASSET MANAGEMENT, LLC | 61,778 | 592,000 | 0.26% | ||
| 44 | NATIONAL PLANNING CORP | 60,581 | 561,000 | 0.25% | ||
| 45 | STIFEL FINANCIAL CORP | 57,302 | 549,000 | 0.24% | ||
| 46 | LIDO ADVISORS, LLC | 55,691 | 534,000 | 0.24% | ||
| 47 | STEEL GROVE CAPITAL ADVISORS, LLC | 52,912 | 511,000 | 0.23% | ||
| 48 | SIGNET FINANCIAL MANAGEMENT, LLC | 52,206 | 501,000 | 0.22% | ||
| 49 | Mariner, LLC | 48,790 | 468,000 | 0.21% | ||
| 50 | Advisory Services Network, LLC | 47,676 | 457,000 | 0.20% |
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.
