| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 3,455,718 | 135,395,000 | 13.66% | ||
| 2 | MORGAN STANLEY | 3,113,652 | 121,993,000 | 12.31% | ||
| 3 | LPL Financial LLC | 1,511,411 | 59,807,000 | 6.03% | ||
| 4 | UBS Group AG | 1,492,161 | 58,463,000 | 5.90% | ||
| 5 | WELLS FARGO & COMPANY/MN | 1,353,704 | 53,038,000 | 5.35% | ||
| 6 | Northside Capital Management, LLC | 1,143,671 | 44,809,000 | 4.52% | ||
| 7 | BILLEAUD CAPITAL MANAGEMENT, INC. | 875,375 | 34,297,000 | 3.46% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 847,336 | 33,199,000 | 3.35% | ||
| 9 | ROYAL BANK OF CANADA | 765,850 | 30,007,000 | 3.03% | ||
| 10 | RiverFront Investment Group, LLC | 674,428 | 26,424,000 | 2.67% | ||
| 11 | Avidian Wealth Enterprises, LLC | 618,511 | 24,233,000 | 2.45% | ||
| 12 | Commonwealth Equity Services, Inc | 527,838 | 20,681,000 | 2.09% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 407,408 | 15,956,000 | 1.61% | ||
| 14 | MSI Financial Services Inc | 371,046 | 14,537,000 | 1.47% | ||
| 15 | AHRENS INVESTMENT PARTNERS LLC | 365,731 | 14,329,000 | 1.45% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 364,982 | 14,300,000 | 1.44% | ||
| 17 | AMERIPRISE FINANCIAL INC | 319,108 | 12,503,000 | 1.26% | ||
| 18 | Cambridge Investment Research Advisors, Inc. | 310,684 | 12,173,000 | 1.23% | ||
| 19 | First Allied Advisory Services, Inc. | 309,320 | 12,119,000 | 1.22% | ||
| 20 | New England Private Wealth Advisors LLC | 301,417 | 11,809,000 | 1.19% | ||
| 21 | Horizon Investments, LLC | 295,603 | 11,582,000 | 1.17% | ||
| 22 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 276,774 | 10,844,000 | 1.09% | ||
| 23 | Janney Capital Management LLC | 270,784 | 10,609,000 | 1.07% | ||
| 24 | NATIONAL PLANNING CORP | 261,020 | 10,339,000 | 1.04% | ||
| 25 | Janney Montgomery Scott LLC | 247,690 | 9,705,000 | 0.98% | ||
| 26 | STIFEL FINANCIAL CORP | 228,463 | 8,960,000 | 0.90% | ||
| 27 | ADVISOR GROUP, INC. | 223,255 | 8,747,000 | 0.88% | ||
| 28 | BB&T SECURITIES, LLC | 217,088 | 8,446,000 | 0.85% | ||
| 29 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 198,320 | 7,769,000 | 0.78% | ||
| 30 | FIRST CAPITAL ADVISORS GROUP, LLC. | 197,677 | 7,745,000 | 0.78% | ||
| 31 | CORNERSTONE FINANCIAL PARTNERS, LLC | 160,892 | 6,300,000 | 0.64% | ||
| 32 | JPMORGAN CHASE & CO | 160,139 | 6,274,000 | 0.63% | ||
| 33 | SII INVESTMENTS INC/WI | 154,506 | 6,057,000 | 0.61% | ||
| 34 | Smart Portfolios, LLC | 141,427 | 5,542,000 | 0.56% | ||
| 35 | WESPAC ADVISORS SOCAL, LLC | 135,510 | 5,309,267 | 0.54% | ||
| 36 | Invesco Ltd. | 130,751 | 5,123,000 | 0.52% | ||
| 37 | Friedenthal Financial | 128,100 | 5,019,000 | 0.51% | ||
| 38 | TMD & ASSOCIATES, INC | 121,080 | 4,744,000 | 0.48% | ||
| 39 | Legacy Private Trust Co. | 119,243 | 4,671,000 | 0.47% | ||
| 40 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 115,507 | 4,526,000 | 0.46% | ||
| 41 | HSBC HOLDINGS PLC | 104,301 | 4,087,000 | 0.41% | ||
| 42 | Private Advisor Group, LLC | 91,170 | 3,620,000 | 0.37% | ||
| 43 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 90,920 | 3,562,000 | 0.36% | ||
| 44 | IFP ADVISORS, INC | 89,315 | 3,499,000 | 0.35% | ||
| 45 | Summit Financial Wealth Advisors, LLC | 86,350 | 3,383,000 | 0.34% | ||
| 46 | FLOW TRADERS U.S. LLC | 82,324 | 3,225,000 | 0.33% | ||
| 47 | Cetera Advisors LLC | 81,550 | 3,201,000 | 0.32% | ||
| 48 | FOUNDERS FINANCIAL SECURITIES LLC | 77,174 | 3,024,000 | 0.31% | ||
| 49 | Madrona Financial Services, LLC | 76,313 | 2,990,000 | 0.30% | SH | |
| 50 | First Heartland Consultants, Inc. | 63,558 | 2,490,000 | 0.25% |
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.
