| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 571,318 | 61,342,000 | 7.51% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 503,584 | 54,069,000 | 6.62% | ||
| 3 | Orion Porfolio Solutions, LLC | 497,609 | 53,428,000 | 6.54% | ||
| 4 | Freedom Investment Management, Inc. | 434,667 | 46,670,000 | 5.72% | ||
| 5 | Janney Capital Management LLC | 392,771 | 42,171,000 | 5.17% | ||
| 6 | JPMORGAN CHASE & CO | 381,346 | 40,945,000 | 5.02% | ||
| 7 | Regis Management CO LLC | 368,461 | 39,562,000 | 4.85% | ||
| 8 | UBS Group AG | 347,675 | 37,330,000 | 4.57% | ||
| 9 | WELLS FARGO & COMPANY/MN | 341,339 | 36,649,000 | 4.49% | ||
| 10 | KAYS FINANCIAL ADVISORY CORP /ADV | 261,156 | 28,040,000 | 3.43% | ||
| 11 | VICUS CAPITAL | 233,969 | 25,121,000 | 3.08% | ||
| 12 | ROYAL BANK OF CANADA | 207,076 | 22,234,000 | 2.72% | ||
| 13 | Bartlett & Co. LLC | 189,944 | 20,394,000 | 2.50% | ||
| 14 | LPL Financial LLC | 169,846 | 18,320,000 | 2.24% | ||
| 15 | Swan Global Investments, LLC | 143,832 | 15,413,000 | 1.89% | ||
| 16 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 140,308 | 15,065,000 | 1.85% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 112,562 | 12,086,000 | 1.48% | ||
| 18 | FRONTIER INVESTMENT MGMT CO | 100,402 | 10,780,000 | 1.32% | ||
| 19 | FRG FAMILY WEALTH ADVISORS LLC | 100,336 | 10,773,000 | 1.32% | ||
| 20 | Braver Wealth Management, LLC | 97,620 | 10,481,000 | 1.28% | ||
| 21 | Commonwealth Equity Services, Inc | 83,537 | 8,969,000 | 1.10% | ||
| 22 | Gateway Advisory, LLC | 82,421 | 8,914,000 | 1.09% | ||
| 23 | Cetera Advisors LLC | 80,773 | 8,670,000 | 1.06% | ||
| 24 | STIFEL FINANCIAL CORP | 71,956 | 7,727,000 | 0.95% | ||
| 25 | Raymond James Financial Services Advisors, Inc. | 68,940 | 7,402,000 | 0.91% | ||
| 26 | US BANCORP \DE\ | 66,448 | 7,134,000 | 0.87% | ||
| 27 | PINNACLE ASSOCIATES LTD | 65,278 | 7,009,000 | 0.86% | ||
| 28 | AVALON CAPITAL MANAGEMENT | 58,187 | 6,248,000 | 0.77% | ||
| 29 | BB&T SECURITIES, LLC | 55,284 | 5,935,000 | 0.73% | ||
| 30 | Peak Asset Management, LLC | 52,281 | 5,613,000 | 0.69% | ||
| 31 | SCOTIA CAPITAL INC. | 46,550 | 5,006,000 | 0.61% | ||
| 32 | Madrona Financial Services, LLC | 45,312 | 4,865,000 | 0.60% | ||
| 33 | QUANTUM CAPITAL MANAGEMENT | 43,860 | 4,709,000 | 0.58% | ||
| 34 | ADVISOR GROUP, INC. | 43,099 | 4,626,000 | 0.57% | ||
| 35 | Occidental Asset Management, LLC | 41,764 | 4,484,000 | 0.55% | ||
| 36 | HL FINANCIAL SERVICES LLC | 40,027 | 4,298,000 | 0.53% | ||
| 37 | Cambridge Investment Research Advisors, Inc. | 37,935 | 4,073,000 | 0.50% | ||
| 38 | Destination Wealth Management | 37,520 | 4,029,000 | 0.49% | ||
| 39 | Janney Montgomery Scott LLC | 37,698 | 3,929,000 | 0.48% | ||
| 40 | SARGENT BICKHAM LAGUDIS LLC | 35,980 | 3,863,000 | 0.47% | ||
| 41 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 35,712 | 3,835,000 | 0.47% | ||
| 42 | Bouchey Financial Group Ltd | 34,332 | 3,686,000 | 0.45% | ||
| 43 | CIBC WORLD MARKET INC. | 31,728 | 3,407,000 | 0.42% | ||
| 44 | BANK HAPOALIM BM | 28,760 | 3,088,000 | 0.38% | PRN | |
| 45 | Virtu KCG Holdings LLC | 25,779 | 2,768,000 | 0.34% | ||
| 46 | PNC FINANCIAL SERVICES GROUP, INC. | 25,085 | 2,694,000 | 0.33% | ||
| 47 | Psagot Value Holdings Ltd. | 24,883 | 2,672,000 | 0.33% | ||
| 48 | Pinnacle Wealth Management Advisory Group, LLC | 23,984 | 2,575,000 | 0.32% | ||
| 49 | BERGANKDV WEALTH MANAGEMENT, LLC | 22,595 | 2,426,000 | 0.30% | ||
| 50 | Winfield Associates, Inc. | 21,396 | 2,297,000 | 0.28% |
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.
