| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,380,272 | 53,402,000 | 15.46% | ||
| 2 | Invesco Ltd. | 1,265,372 | 48,957,000 | 14.17% | ||
| 3 | Raymond James Financial Services Advisors, Inc. | 771,443 | 29,847,000 | 8.64% | ||
| 4 | UBS Group AG | 766,066 | 29,639,000 | 8.58% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 623,076 | 24,107,000 | 6.98% | ||
| 6 | WELLS FARGO & COMPANY/MN | 574,027 | 22,210,000 | 6.43% | ||
| 7 | Atria Investments, Inc | 296,201 | 11,460,000 | 3.32% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 282,955 | 10,948,000 | 3.17% | ||
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 260,969 | 9,956,000 | 2.88% | ||
| 10 | MSI Financial Services Inc | 255,000 | 9,865,000 | 2.86% | ||
| 11 | STIFEL FINANCIAL CORP | 240,702 | 9,318,000 | 2.70% | ||
| 12 | LPL Financial LLC | 227,823 | 8,696,000 | 2.52% | ||
| 13 | AMERIPRISE FINANCIAL INC | 213,546 | 8,244,000 | 2.39% | ||
| 14 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 160,672 | 6,216,000 | 1.80% | ||
| 15 | ADVISOR GROUP, INC. | 151,067 | 5,845,000 | 1.69% | ||
| 16 | Estate Counselors, LLC | 136,770 | 5,292,000 | 1.53% | ||
| 17 | MONEYWISE, INC. | 129,814 | 5,022,000 | 1.45% | ||
| 18 | SPC Financial, Inc. | 102,620 | 3,970,000 | 1.15% | ||
| 19 | ROYAL BANK OF CANADA | 87,606 | 3,390,000 | 0.98% | ||
| 20 | Gateway Advisory, LLC | 88,142 | 3,364,000 | 0.97% | ||
| 21 | HUNTINGTON NATIONAL BANK | 81,897 | 3,169,000 | 0.92% | PRN | |
| 22 | Commonwealth Equity Services, Inc | 75,297 | 2,913,000 | 0.84% | ||
| 23 | HEFTY WEALTH PARTNERS | 73,119 | 2,828,000 | 0.82% | ||
| 24 | Private Advisor Group, LLC | 63,669 | 2,431,000 | 0.70% | ||
| 25 | ASHFORD CAPITAL MANAGEMENT INC | 58,255 | 2,254,000 | 0.65% | ||
| 26 | BAIRD FINANCIAL GROUP, INC. | 52,482 | 2,031,000 | 0.59% | ||
| 27 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 50,000 | 1,935,000 | 0.56% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 42,431 | 1,640,000 | 0.47% | ||
| 29 | Janney Montgomery Scott LLC | 41,280 | 1,597,000 | 0.46% | ||
| 30 | Stratos Wealth Partners, LTD. | 40,839 | 1,580,000 | 0.46% | ||
| 31 | First Heartland Consultants, Inc. | 39,703 | 1,536,000 | 0.44% | ||
| 32 | NATIONAL PLANNING CORP | 35,105 | 1,322,000 | 0.38% | ||
| 33 | SII INVESTMENTS INC/WI | 30,801 | 1,194,000 | 0.35% | ||
| 34 | Cambridge Investment Research Advisors, Inc. | 30,459 | 1,178,000 | 0.34% | ||
| 35 | Fragasso Financial Advisors Inc | 26,774 | 1,035,000 | 0.30% | ||
| 36 | D.A. DAVIDSON & CO. | 19,710 | 762,000 | 0.22% | ||
| 37 | WEALTHSOURCE PARTNERS, LLC | 19,024 | 736,000 | 0.21% | ||
| 38 | Partnervest Advisory Services LLC | 15,169 | 587,000 | 0.17% | ||
| 39 | SMITH, MOORE & CO. | 15,080 | 583,000 | 0.17% | ||
| 40 | LIDO ADVISORS, LLC | 13,358 | 517,000 | 0.15% | ||
| 41 | Ifrah Financial Services, Inc. | 9,988 | 386,000 | 0.11% | ||
| 42 | Cetera Advisor Networks LLC | 9,946 | 385,000 | 0.11% | ||
| 43 | JPMORGAN CHASE & CO | 8,060 | 312,000 | 0.09% | ||
| 44 | BROWN ADVISORY INC | 7,338 | 284,000 | 0.08% | ||
| 45 | WEDBUSH SECURITIES INC | 7,005 | 271,000 | 0.08% | ||
| 46 | WELL DONE, LLC | 39,390 | 232,000 | 0.07% | ||
| 47 | Winslow, Evans & Crocker, Inc. | 5,740 | 222,082 | 0.06% | ||
| 48 | MILLENNIUM MANAGEMENT LLC | 5,678 | 220,000 | 0.06% | ||
| 49 | CORNERSTONE WEALTH MANAGEMENT, LLC | 5,689 | 217,000 | 0.06% | ||
| 50 | Virtu KCG Holdings LLC | 5,286 | 205,000 | 0.06% |
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.
