| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,715,489 | 142,118,000 | 16.35% | ||
| 2 | MORGAN STANLEY | 2,908,910 | 111,266,000 | 12.80% | ||
| 3 | UBS Group AG | 1,603,441 | 61,332,000 | 7.06% | ||
| 4 | WELLS FARGO & COMPANY/MN | 1,581,072 | 60,476,000 | 6.96% | ||
| 5 | LPL Financial LLC | 1,187,457 | 45,480,000 | 5.23% | ||
| 6 | RiverFront Investment Group, LLC | 876,937 | 33,543,000 | 3.86% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 814,366 | 31,150,000 | 3.58% | ||
| 8 | Northside Capital Management, LLC | 676,591 | 25,880,000 | 2.98% | ||
| 9 | ROYAL BANK OF CANADA | 668,508 | 25,571,000 | 2.94% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 647,070 | 24,750,000 | 2.85% | ||
| 11 | RETIREMENT DESIGN & MANAGEMENT INC /ADV | 621,729 | 23,781,000 | 2.74% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 447,192 | 17,105,000 | 1.97% | ||
| 13 | NIEMANN CAPITAL MANAGEMENT INC | 371,295 | 14,202,000 | 1.63% | ||
| 14 | Commonwealth Equity Services, Inc | 340,523 | 13,025,000 | 1.50% | ||
| 15 | Janney Capital Management LLC | 328,509 | 12,565,000 | 1.45% | ||
| 16 | New England Private Wealth Advisors LLC | 295,469 | 11,308,000 | 1.30% | ||
| 17 | Kovack Advisors, Inc. | 285,265 | 10,911,000 | 1.26% | ||
| 18 | ADVISOR GROUP, INC. | 254,847 | 9,745,000 | 1.12% | ||
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 254,994 | 9,690,000 | 1.11% | ||
| 20 | AVIANCE CAPITAL MANAGEMENT, LLC | 229,719 | 8,787,000 | 1.01% | ||
| 21 | Raymond James Financial Services Advisors, Inc. | 227,582 | 8,705,000 | 1.00% | ||
| 22 | GOLDMAN SACHS GROUP INC | 222,385 | 8,506,000 | 0.98% | ||
| 23 | NATIONAL PLANNING CORP | 193,342 | 7,583,000 | 0.87% | ||
| 24 | BB&T SECURITIES, LLC | 178,018 | 6,809,000 | 0.78% | ||
| 25 | Horizon Investments, LLC | 176,779 | 6,762,000 | 0.78% | ||
| 26 | CORNERSTONE FINANCIAL PARTNERS, LLC | 165,423 | 6,330,000 | 0.73% | ||
| 27 | First Allied Advisory Services, Inc. | 155,295 | 5,929,000 | 0.68% | ||
| 28 | Invesco Ltd. | 148,250 | 5,671,000 | 0.65% | ||
| 29 | Smart Portfolios, LLC | 146,564 | 5,606,000 | 0.65% | ||
| 30 | MSI Financial Services Inc | 141,524 | 5,413,000 | 0.62% | ||
| 31 | WESPAC ADVISORS SOCAL, LLC | 136,903 | 5,236,550 | 0.60% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 130,319 | 4,985,000 | 0.57% | ||
| 33 | AMERIPRISE FINANCIAL INC | 127,686 | 4,857,000 | 0.56% | ||
| 34 | JANE STREET GROUP, LLC | 116,703 | 4,464,000 | 0.51% | ||
| 35 | STIFEL FINANCIAL CORP | 115,970 | 4,437,000 | 0.51% | ||
| 36 | TMD & ASSOCIATES, INC | 114,760 | 4,390,000 | 0.51% | ||
| 37 | Summit Financial Wealth Advisors, LLC | 114,190 | 4,368,000 | 0.50% | ||
| 38 | HSBC HOLDINGS PLC | 103,201 | 3,947,000 | 0.45% | ||
| 39 | CEDAR CAPITAL, LLC | 102,467 | 3,919,000 | 0.45% | ||
| 40 | Legacy Private Trust Co. | 88,641 | 3,390,000 | 0.39% | ||
| 41 | VICUS CAPITAL | 81,889 | 3,132,000 | 0.36% | ||
| 42 | Madrona Financial Services, LLC | 75,857 | 2,902,000 | 0.33% | ||
| 43 | BAROMETER CAPITAL MANAGEMENT INC. | 75,500 | 2,888,000 | 0.33% | ||
| 44 | JPMORGAN CHASE & CO | 67,686 | 2,589,000 | 0.30% | ||
| 45 | FOUNDERS FINANCIAL SECURITIES LLC | 62,367 | 2,386,000 | 0.27% | ||
| 46 | IFP ADVISORS, INC | 59,728 | 2,285,000 | 0.26% | ||
| 47 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 59,546 | 2,278,000 | 0.26% | ||
| 48 | CAVALIER INVESTMENTS, LLC | 59,312 | 2,269,000 | 0.26% | ||
| 49 | Janney Montgomery Scott LLC | 67,616 | 2,254,000 | 0.26% | ||
| 50 | STRATEGIC FINANCIAL GROUP, LLC | 58,299 | 2,230,000 | 0.26% |
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.
