| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1,174,698 | 17,163,000 | 18.75% | ||
| 2 | LPL Financial LLC | 719,622 | 10,672,000 | 11.66% | ||
| 3 | COHEN & STEERS, INC. | 637,939 | 9,320,000 | 10.18% | ||
| 4 | MORGAN STANLEY | 499,425 | 7,296,000 | 7.97% | ||
| 5 | Invesco Ltd. | 463,723 | 6,775,000 | 7.40% | ||
| 6 | Vident Investment Advisory, LLC | 280,741 | 4,102,000 | 4.48% | ||
| 7 | NATIONAL PLANNING CORP | 208,851 | 3,016,000 | 3.29% | ||
| 8 | Commonwealth Equity Services, Inc | 156,367 | 2,285,000 | 2.50% | ||
| 9 | ADVISORY RESEARCH INC | 112,095 | 2,024,000 | 2.21% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 132,551 | 1,937,000 | 2.12% | ||
| 11 | Curi Capital, LLC | 127,165 | 1,858,000 | 2.03% | ||
| 12 | IFP ADVISORS, INC | 118,535 | 1,732,000 | 1.89% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 110,209 | 1,611,000 | 1.76% | ||
| 14 | CETERA INVESTMENT ADVISERS | 101,474 | 1,483,000 | 1.62% | ||
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 96,637 | 1,412,000 | 1.54% | ||
| 16 | Homrich & Berg | 89,020 | 1,301,000 | 1.42% | ||
| 17 | Sterling Global Strategies LLC | 16,276 | 1,114,000 | 1.22% | ||
| 18 | GUGGENHEIM CAPITAL LLC | 73,543 | 1,074,000 | 1.17% | ||
| 19 | Cetera Advisor Networks LLC | 62,848 | 918,000 | 1.00% | ||
| 20 | ROYAL BANK OF CANADA | 58,832 | 859,000 | 0.94% | ||
| 21 | AMERIPRISE FINANCIAL INC | 51,971 | 772,000 | 0.84% | ||
| 22 | MSI Financial Services Inc | 49,613 | 725,000 | 0.79% | ||
| 23 | Raymond James Financial Services Advisors, Inc. | 48,744 | 712,000 | 0.78% | ||
| 24 | Fiera Capital Corp | 43,488 | 635,000 | 0.69% | ||
| 25 | ADVISOR GROUP, INC. | 39,431 | 576,000 | 0.63% | ||
| 26 | Laurion Capital Management LP | 37,844 | 553,000 | 0.60% | ||
| 27 | Texas Yale Capital Corp. | 34,975 | 511,000 | 0.56% | ||
| 28 | Sigma Planning Corp | 31,845 | 465,000 | 0.51% | ||
| 29 | WELLS FARGO & COMPANY/MN | 31,815 | 464,000 | 0.51% | ||
| 30 | CORNERSTONE WEALTH MANAGEMENT, LLC | 29,780 | 442,000 | 0.48% | ||
| 31 | Capital Investment Advisors, LLC | 27,455 | 401,000 | 0.44% | ||
| 32 | RAYMOND JAMES & ASSOCIATES | 25,261 | 369,000 | 0.40% | ||
| 33 | Bank of New York Mellon Corp | 24,318 | 355,000 | 0.39% | ||
| 34 | GOULD ASSET MANAGEMENT LLC /CA/ | 23,228 | 339,000 | 0.37% | ||
| 35 | NWAM LLC | 20,418 | 298,000 | 0.33% | ||
| 36 | SRH ADVISORS, LLC | 20,000 | 292,000 | 0.32% | ||
| 37 | Cambridge Investment Research Advisors, Inc. | 19,888 | 291,000 | 0.32% | ||
| 38 | Janney Montgomery Scott LLC | 19,900 | 291,000 | 0.32% | ||
| 39 | Horizon Kinetics LLC | 19,947 | 291,000 | 0.32% | ||
| 40 | BANK OF MONTREAL /CAN/ | 19,636 | 287,000 | 0.31% | ||
| 41 | CIBC Private Wealth Group LLC | 18,800 | 275,000 | 0.30% | ||
| 42 | D.A. DAVIDSON & CO. | 18,463 | 269,000 | 0.29% | ||
| 43 | LUCAS CAPITAL MANAGEMENT | 17,700 | 259,000 | 0.28% | ||
| 44 | Creative Planning | 17,679 | 258,000 | 0.28% | ||
| 45 | REILLY FINANCIAL ADVISORS, LLC | 14,651 | 214,000 | 0.23% | ||
| 46 | Berkshire Money Management, Inc. | 14,502 | 212,000 | 0.23% | ||
| 47 | GIRARD SECURITIES, INC. | 14,312 | 209,000 | 0.23% | ||
| 48 | United Asset Strategies, Inc. | 13,920 | 203,000 | 0.22% | ||
| 49 | DAVENPORT & Co LLC | 13,800 | 201,618 | 0.22% | ||
| 50 | Private Advisor Group, LLC | 13,562 | 201,000 | 0.22% |
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.
