| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,237,282 | 26,862,000 | 21.90% | ||
| 2 | ROYAL BANK OF CANADA | 570,108 | 12,377,000 | 10.09% | ||
| 3 | UBS Group AG | 545,834 | 11,850,000 | 9.66% | ||
| 4 | Advisors Asset Management, Inc. | 488,806 | 10,612,000 | 8.65% | ||
| 5 | Invesco Ltd. | 368,472 | 8,000,000 | 6.52% | ||
| 6 | Raymond James Financial Services Advisors, Inc. | 294,390 | 6,391,000 | 5.21% | ||
| 7 | RAYMOND JAMES & ASSOCIATES | 271,423 | 5,893,000 | 4.81% | ||
| 8 | GUGGENHEIM CAPITAL LLC | 270,217 | 5,866,000 | 4.78% | ||
| 9 | WELLS FARGO & COMPANY/MN | 237,114 | 5,148,000 | 4.20% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 216,041 | 4,690,000 | 3.82% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 210,765 | 4,576,000 | 3.73% | ||
| 12 | Janney Montgomery Scott LLC | 101,110 | 2,195,000 | 1.79% | ||
| 13 | Commonwealth Equity Services, Inc | 100,909 | 2,191,000 | 1.79% | ||
| 14 | COHEN & STEERS, INC. | 77,982 | 1,693,000 | 1.38% | ||
| 15 | VICUS CAPITAL | 58,232 | 1,264,000 | 1.03% | ||
| 16 | Aviance Capital Partners, LLC | 55,866 | 1,213,000 | 0.99% | ||
| 17 | Tuttle Capital Management, LLC | 50,960 | 1,106,000 | 0.90% | ||
| 18 | FLAGSHIP HARBOR ADVISORS, LLC | 48,627 | 1,062,000 | 0.87% | ||
| 19 | D.A. DAVIDSON & CO. | 43,987 | 954,000 | 0.78% | ||
| 20 | SIGNET FINANCIAL MANAGEMENT, LLC | 35,646 | 774,000 | 0.63% | ||
| 21 | AMERIPRISE FINANCIAL INC | 32,494 | 705,000 | 0.57% | ||
| 22 | OPPENHEIMER & CO INC | 32,095 | 697,000 | 0.57% | ||
| 23 | WADE G W & INC | 25,332 | 550,000 | 0.45% | ||
| 24 | Private Advisor Group, LLC | 24,786 | 538,000 | 0.44% | ||
| 25 | ALLEGIS INVESTMENT ADVISORS, LLC | 21,429 | 465,000 | 0.38% | ||
| 26 | LPL Financial LLC | 20,940 | 455,000 | 0.37% | ||
| 27 | Weiss Asset Management LP | 19,754 | 429,000 | 0.35% | ||
| 28 | NATIONAL PLANNING CORP | 16,950 | 365,000 | 0.30% | ||
| 29 | Kovack Advisors, Inc. | 16,282 | 353,000 | 0.29% | ||
| 30 | STEPHENS INC /AR/ | 14,597 | 317,000 | 0.26% | ||
| 31 | Sigma Planning Corp | 13,838 | 300,000 | 0.24% | ||
| 32 | PNC FINANCIAL SERVICES GROUP, INC. | 13,688 | 298,000 | 0.24% | ||
| 33 | Creative Planning | 12,880 | 280,000 | 0.23% | ||
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11,341 | 246,000 | 0.20% | ||
| 35 | DOLIVER ADVISORS, LP | 10,803 | 235,000 | 0.19% | ||
| 36 | MILLENNIUM MANAGEMENT LLC | 10,727 | 233,000 | 0.19% | ||
| 37 | AMERICAN NATIONAL BANK & TRUST | 10,000 | 217,000 | 0.18% | ||
| 38 | PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 7,077 | 154,000 | 0.13% | ||
| 39 | JACOBI CAPITAL MANAGEMENT LLC | 5,475 | 119,000 | 0.10% | ||
| 40 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 5,209 | 113,000 | 0.09% | ||
| 41 | IFP ADVISORS, INC | 5,160 | 112,000 | 0.09% | ||
| 42 | CITIGROUP INC | 4,629 | 100,000 | 0.08% | ||
| 43 | ADVISOR GROUP, INC. | 4,105 | 89,000 | 0.07% | ||
| 44 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 3,928 | 85,000 | 0.07% | ||
| 45 | Allworth Financial LP | 3,591 | 78,000 | 0.06% | ||
| 46 | GENEOS WEALTH MANAGEMENT INC. | 2,878 | 62,000 | 0.05% | ||
| 47 | MCF Advisors LLC | 2,809 | 61,000 | 0.05% | ||
| 48 | Evercore Wealth Management, LLC | 2,500 | 54,000 | 0.04% | ||
| 49 | NEXT Financial Group, Inc | 1,580 | 34,000 | 0.03% | ||
| 50 | SEI INVESTMENTS CO | 1,500 | 33,000 | 0.03% |
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.
