| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 4,355,787 | 44,560,000 | 18.12% | ||
| 2 | MORGAN STANLEY | 3,402,103 | 34,804,000 | 14.15% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,826,133 | 18,682,000 | 7.60% | ||
| 4 | Invesco Ltd. | 1,767,059 | 18,077,000 | 7.35% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,730,134 | 17,699,000 | 7.20% | ||
| 6 | BESSEMER GROUP INC | 1,331,320 | 13,619,000 | 5.54% | ||
| 7 | Commonwealth Equity Services, Inc | 823,416 | 8,424,000 | 3.43% | ||
| 8 | LPL Financial LLC | 742,717 | 7,598,000 | 3.09% | ||
| 9 | Kovack Advisors, Inc. | 397,524 | 4,067,000 | 1.65% | ||
| 10 | Cambridge Investment Research Advisors, Inc. | 393,474 | 4,025,000 | 1.64% | ||
| 11 | BANK OF MONTREAL /CAN/ | 387,400 | 3,963,000 | 1.61% | ||
| 12 | Vident Investment Advisory, LLC | 372,469 | 3,810,000 | 1.55% | ||
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 357,892 | 3,661,000 | 1.49% | ||
| 14 | CENTRAL TRUST Co | 347,046 | 3,550,000 | 1.44% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 342,729 | 3,506,000 | 1.43% | ||
| 16 | GREATMARK INVESTMENT PARTNERS, INC. | 332,929 | 3,406,000 | 1.39% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 325,759 | 3,330,000 | 1.35% | ||
| 18 | FIRST FOUNDATION ADVISORS | 277,937 | 2,843,000 | 1.16% | ||
| 19 | IFC Holdings Incorporated/FL | 251,336 | 2,570,000 | 1.05% | ||
| 20 | GENEOS WEALTH MANAGEMENT INC. | 248,115 | 2,538,000 | 1.03% | ||
| 21 | AMERIPRISE FINANCIAL INC | 239,013 | 2,433,000 | 0.99% | ||
| 22 | RAYMOND JAMES & ASSOCIATES | 194,745 | 1,992,000 | 0.81% | ||
| 23 | Capital Investment Advisors, LLC | 179,666 | 1,838,000 | 0.75% | ||
| 24 | Oxbow Advisors, LLC | 148,103 | 1,515,000 | 0.62% | ||
| 25 | NATIONAL PLANNING CORP | 144,945 | 1,499,000 | 0.61% | ||
| 26 | FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 145,230 | 1,486,000 | 0.60% | ||
| 27 | FLAGSHIP HARBOR ADVISORS, LLC | 129,927 | 1,349,000 | 0.55% | ||
| 28 | WEDBUSH SECURITIES INC | 126,755 | 1,297,000 | 0.53% | ||
| 29 | Arete Wealth Advisors, LLC | 123,633 | 1,265,000 | 0.51% | ||
| 30 | First Allied Advisory Services, Inc. | 108,592 | 1,110,000 | 0.45% | ||
| 31 | ADVISOR GROUP, INC. | 104,908 | 1,074,000 | 0.44% | ||
| 32 | ROYAL BANK OF CANADA | 96,782 | 989,000 | 0.40% | ||
| 33 | BRUDERMAN ASSET MANAGEMENT, LLC | 87,316 | 893,000 | 0.36% | ||
| 34 | IFP ADVISORS, INC | 84,743 | 867,000 | 0.35% | ||
| 35 | Quinn Opportunity Partners LLC | 84,638 | 866,000 | 0.35% | ||
| 36 | SIT INVESTMENT ASSOCIATES INC | 80,392 | 822,000 | 0.33% | ||
| 37 | Prospera Financial Services Inc | 78,014 | 804,000 | 0.33% | ||
| 38 | GUGGENHEIM CAPITAL LLC | 76,392 | 781,000 | 0.32% | ||
| 39 | Horizon Kinetics LLC | 73,805 | 755,000 | 0.31% | ||
| 40 | United Asset Strategies, Inc. | 70,070 | 717,000 | 0.29% | ||
| 41 | LIDO ADVISORS, LLC | 69,636 | 712,000 | 0.29% | ||
| 42 | Cetera Advisor Networks LLC | 69,343 | 703,000 | 0.29% | ||
| 43 | SCOTIA CAPITAL INC. | 59,570 | 609,000 | 0.25% | ||
| 44 | Sigma Planning Corp | 58,068 | 594,000 | 0.24% | ||
| 45 | Mariner, LLC | 56,103 | 574,000 | 0.23% | ||
| 46 | STEEL GROVE CAPITAL ADVISORS, LLC | 52,912 | 545,000 | 0.22% | ||
| 47 | PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 52,196 | 542,000 | 0.22% | ||
| 48 | INVESTMENT CENTERS OF AMERICA INC | 52,366 | 533,000 | 0.22% | ||
| 49 | SIGNET FINANCIAL MANAGEMENT, LLC | 50,606 | 518,000 | 0.21% | ||
| 50 | Jefferies Group LLC | 45,695 | 467,000 | 0.19% |
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.
