| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,023,609 | 201,849,000 | 20.25% | ||
| 2 | WELLS FARGO & COMPANY/MN | 3,507,485 | 140,931,000 | 14.14% | ||
| 3 | UBS Group AG | 3,099,350 | 124,532,000 | 12.49% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,250,797 | 50,257,000 | 5.04% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 1,158,676 | 46,556,000 | 4.67% | ||
| 6 | ROYAL BANK OF CANADA | 939,220 | 37,738,000 | 3.79% | ||
| 7 | Raymond James Financial Services Advisors, Inc. | 936,755 | 37,639,000 | 3.78% | ||
| 8 | LPL Financial LLC | 822,841 | 33,934,000 | 3.40% | ||
| 9 | Prospera Financial Services Inc | 653,406 | 26,240,000 | 2.63% | ||
| 10 | GOLDMAN SACHS GROUP INC | 595,480 | 23,927,000 | 2.40% | ||
| 11 | NewSquare Capital LLC | 584,231 | 23,474,000 | 2.35% | ||
| 12 | AMERIPRISE FINANCIAL INC | 540,910 | 21,734,000 | 2.18% | ||
| 13 | MSI Financial Services Inc | 379,504 | 15,248,000 | 1.53% | ||
| 14 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 303,634 | 12,200,000 | 1.22% | ||
| 15 | BB&T SECURITIES, LLC | 292,455 | 11,750,000 | 1.18% | ||
| 16 | AMERICAN INTERNATIONAL GROUP, INC. | 277,472 | 11,148,000 | 1.12% | ||
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 262,148 | 10,533,000 | 1.06% | ||
| 18 | Commonwealth Equity Services, Inc | 236,135 | 9,488,000 | 0.95% | ||
| 19 | Dorsey Wright & Associates | 5,222 | 9,449,000 | 0.95% | ||
| 20 | STIFEL FINANCIAL CORP | 226,935 | 9,118,000 | 0.91% | ||
| 21 | NewEdge Advisors, LLC | 198,979 | 7,994,000 | 0.80% | ||
| 22 | Janney Montgomery Scott LLC | 196,751 | 7,905,000 | 0.79% | ||
| 23 | JANE STREET GROUP, LLC | 194,828 | 7,828,000 | 0.79% | ||
| 24 | VICUS CAPITAL | 187,313 | 7,526,000 | 0.75% | ||
| 25 | Hoxton Financial, Inc. | 171,404 | 6,887,000 | 0.69% | ||
| 26 | STEPHENS INC /AR/ | 159,371 | 6,404,000 | 0.64% | ||
| 27 | D.A. DAVIDSON & CO. | 139,883 | 5,620,000 | 0.56% | ||
| 28 | Baker Avenue Asset Management, LP | 135,659 | 5,451,000 | 0.55% | ||
| 29 | CITADEL ADVISORS LLC | 123,198 | 4,951,000 | 0.50% | ||
| 30 | Cambridge Investment Research Advisors, Inc. | 105,808 | 4,251,000 | 0.43% | ||
| 31 | First Allied Advisory Services, Inc. | 85,236 | 3,429,000 | 0.34% | ||
| 32 | Concert Wealth Management Inc. | 82,324 | 3,314,000 | 0.33% | ||
| 33 | NATIONAL PLANNING CORP | 73,014 | 3,133,000 | 0.31% | ||
| 34 | BAIRD FINANCIAL GROUP, INC. | 77,960 | 3,132,000 | 0.31% | ||
| 35 | VSR Financial Services, Inc. | 73,911 | 2,970,000 | 0.30% | ||
| 36 | LifePlan Financial Group, Inc | 67,308 | 2,704,000 | 0.27% | ||
| 37 | OPPENHEIMER & CO INC | 66,414 | 2,669,000 | 0.27% | ||
| 38 | ENVESTNET ASSET MANAGEMENT INC | 63,813 | 2,564,000 | 0.26% | ||
| 39 | BLAIR WILLIAM & CO/IL | 57,625 | 2,315,000 | 0.23% | ||
| 40 | Tower Research Capital LLC (TRC) | 57,074 | 2,293,000 | 0.23% | ||
| 41 | HighTower Advisors, LLC | 51,878 | 2,084,000 | 0.21% | ||
| 42 | Private Advisor Group, LLC | 51,251 | 2,059,000 | 0.21% | ||
| 43 | JPMORGAN CHASE & CO | 50,149 | 2,015,000 | 0.20% | ||
| 44 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 43,818 | 1,795,000 | 0.18% | ||
| 45 | CREDIT SUISSE AG/ | 44,053 | 1,770,000 | 0.18% | ||
| 46 | Stratos Wealth Partners, LTD. | 41,837 | 1,681,000 | 0.17% | ||
| 47 | SMITH HAYES Advisers, Inc | 38,808 | 1,559,000 | 0.16% | ||
| 48 | Virtu KCG Holdings LLC | 37,297 | 1,499,000 | 0.15% | ||
| 49 | Cetera Advisor Networks LLC | 36,969 | 1,482,000 | 0.15% | ||
| 50 | First Heartland Consultants, Inc. | 36,668 | 1,473,000 | 0.15% |
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.
