| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,242,803 | 53,266,000 | 12.08% | ||
| 2 | Invesco Ltd. | 1,109,156 | 47,539,000 | 10.78% | ||
| 3 | WELLS FARGO & COMPANY/MN | 941,436 | 40,350,000 | 9.15% | ||
| 4 | Raymond James Financial Services Advisors, Inc. | 700,633 | 30,029,000 | 6.81% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 677,486 | 29,037,000 | 6.59% | ||
| 6 | UBS Group AG | 616,581 | 26,427,000 | 5.99% | ||
| 7 | AMERIPRISE FINANCIAL INC | 468,053 | 20,028,000 | 4.54% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 454,531 | 19,481,000 | 4.42% | ||
| 9 | LPL Financial LLC | 442,023 | 18,675,000 | 4.24% | ||
| 10 | Atria Investments, Inc | 308,190 | 13,209,000 | 3.00% | ||
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 263,058 | 11,180,000 | 2.54% | ||
| 12 | STIFEL FINANCIAL CORP | 250,880 | 10,756,000 | 2.44% | ||
| 13 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 236,683 | 10,144,000 | 2.30% | ||
| 14 | LINCOLN NATIONAL CORP | 164,145 | 7,035,000 | 1.60% | ||
| 15 | ADVISOR GROUP, INC. | 155,801 | 6,677,000 | 1.51% | ||
| 16 | Commonwealth Equity Services, Inc | 155,433 | 6,662,000 | 1.51% | ||
| 17 | ROYAL BANK OF CANADA | 142,076 | 6,089,000 | 1.38% | ||
| 18 | Estate Counselors, LLC | 132,320 | 5,671,000 | 1.29% | ||
| 19 | MONEYWISE, INC. | 128,553 | 5,510,000 | 1.25% | ||
| 20 | HUNTINGTON NATIONAL BANK | 101,687 | 4,358,000 | 0.99% | PRN | |
| 21 | Cambridge Investment Research Advisors, Inc. | 101,154 | 4,335,000 | 0.98% | ||
| 22 | TRUE PRIVATE WEALTH ADVISORS | 97,611 | 4,128,000 | 0.94% | ||
| 23 | SG Americas Securities, LLC | 78,554 | 3,367,000 | 0.76% | ||
| 24 | ASHFORD CAPITAL MANAGEMENT INC | 77,274 | 3,312,000 | 0.75% | ||
| 25 | Horizon Investments, LLC | 75,695 | 3,244,000 | 0.74% | ||
| 26 | Private Advisor Group, LLC | 66,798 | 2,808,000 | 0.64% | ||
| 27 | BAIRD FINANCIAL GROUP, INC. | 63,916 | 2,739,000 | 0.62% | ||
| 28 | HEFTY WEALTH PARTNERS | 60,184 | 2,579,000 | 0.58% | ||
| 29 | GOLDMAN SACHS GROUP INC | 55,100 | 2,362,000 | 0.54% | ||
| 30 | NATIONAL PLANNING CORP | 54,371 | 2,301,000 | 0.52% | ||
| 31 | Janney Montgomery Scott LLC | 51,145 | 2,192,000 | 0.50% | ||
| 32 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 50,000 | 2,143,000 | 0.49% | ||
| 33 | Gateway Advisory, LLC | 46,061 | 1,973,000 | 0.45% | ||
| 34 | JT STRATFORD LLC | 45,350 | 1,944,000 | 0.44% | ||
| 35 | D.A. DAVIDSON & CO. | 45,148 | 1,935,000 | 0.44% | ||
| 36 | Stratos Wealth Partners, LTD. | 43,579 | 1,868,000 | 0.42% | ||
| 37 | First Heartland Consultants, Inc. | 40,548 | 1,738,000 | 0.39% | ||
| 38 | Virtu Financial LLC | 35,429 | 1,518,000 | 0.34% | ||
| 39 | JPMORGAN CHASE & CO | 32,376 | 1,388,000 | 0.31% | ||
| 40 | VICUS CAPITAL | 31,973 | 1,370,000 | 0.31% | ||
| 41 | ENVESTNET ASSET MANAGEMENT INC | 29,832 | 1,280,000 | 0.29% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 28,593 | 1,225,000 | 0.28% | ||
| 43 | JANE STREET GROUP, LLC | 28,100 | 1,204,000 | 0.27% | ||
| 44 | PACIFIC CENTER FOR FINANCIAL SERVICES | 26,057 | 1,117,000 | 0.25% | ||
| 45 | CAPITAL ASSET ADVISORY SERVICES LLC | 24,843 | 1,065,000 | 0.24% | ||
| 46 | Cetera Advisor Networks LLC | 24,657 | 1,062,000 | 0.24% | ||
| 47 | FDx Advisors, Inc. | 22,002 | 943,000 | 0.21% | ||
| 48 | AXA S.A. | 21,530 | 923,000 | 0.21% | ||
| 49 | FOUNDERS FINANCIAL SECURITIES LLC | 18,770 | 804,000 | 0.18% | ||
| 50 | Partnervest Advisory Services LLC | 17,627 | 756,000 | 0.17% |
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.
