| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,590,214 | 152,261,000 | 17.56% | ||
| 2 | WELLS FARGO & COMPANY/MN | 2,445,018 | 103,694,000 | 11.96% | ||
| 3 | STRID GROUP, LLC | 1,165,708 | 49,438,000 | 5.70% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,044,502 | 44,297,000 | 5.11% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 975,321 | 41,364,000 | 4.77% | ||
| 6 | Raymond James Financial Services Advisors, Inc. | 965,507 | 40,948,000 | 4.72% | ||
| 7 | UBS Group AG | 948,106 | 40,209,000 | 4.64% | ||
| 8 | MSI Financial Services Inc | 798,574 | 33,867,000 | 3.90% | ||
| 9 | ROYAL BANK OF CANADA | 790,523 | 33,527,000 | 3.87% | ||
| 10 | Prospera Financial Services Inc | 705,176 | 29,906,000 | 3.45% | ||
| 11 | NewSquare Capital LLC | 683,062 | 28,969,000 | 3.34% | ||
| 12 | Gateway Advisory, LLC | 598,799 | 25,054,000 | 2.89% | ||
| 13 | AMERIPRISE FINANCIAL INC | 487,488 | 20,674,000 | 2.38% | ||
| 14 | SPC Financial, Inc. | 361,546 | 15,333,000 | 1.77% | ||
| 15 | LPL Financial LLC | 366,124 | 15,319,000 | 1.77% | ||
| 16 | WELL DONE, LLC | 12,645 | 14,167,000 | 1.63% | ||
| 17 | CWM, LLC | 289,065 | 12,259,000 | 1.41% | ||
| 18 | ADVISOR GROUP, INC. | 283,628 | 12,029,000 | 1.39% | ||
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 266,348 | 11,139,000 | 1.28% | ||
| 20 | BB&T SECURITIES, LLC | 233,042 | 9,883,000 | 1.14% | ||
| 21 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 201,960 | 8,565,000 | 0.99% | ||
| 22 | NewEdge Advisors, LLC | 189,224 | 8,025,000 | 0.93% | ||
| 23 | Janney Montgomery Scott LLC | 183,218 | 7,770,000 | 0.90% | ||
| 24 | D.A. DAVIDSON & CO. | 170,653 | 7,237,000 | 0.83% | ||
| 25 | Invesco Ltd. | 161,708 | 6,858,000 | 0.79% | ||
| 26 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 147,276 | 6,246,000 | 0.72% | ||
| 27 | STIFEL FINANCIAL CORP | 134,888 | 5,710,000 | 0.66% | ||
| 28 | First Allied Advisory Services, Inc. | 116,885 | 4,957,000 | 0.57% | ||
| 29 | Commonwealth Equity Services, Inc | 113,132 | 4,798,000 | 0.55% | ||
| 30 | Concert Wealth Management Inc. | 105,819 | 4,475,000 | 0.52% | ||
| 31 | ENVESTNET ASSET MANAGEMENT INC | 95,209 | 4,038,000 | 0.47% | ||
| 32 | BAIRD FINANCIAL GROUP, INC. | 84,253 | 3,573,000 | 0.41% | ||
| 33 | STEPHENS INC /AR/ | 81,363 | 3,451,000 | 0.40% | ||
| 34 | Baker Avenue Asset Management, LP | 76,410 | 3,241,000 | 0.37% | ||
| 35 | JPMORGAN CHASE & CO | 72,531 | 3,076,000 | 0.35% | ||
| 36 | JANE STREET GROUP, LLC | 63,250 | 2,682,000 | 0.31% | ||
| 37 | NATIONAL PLANNING CORP | 64,477 | 2,647,000 | 0.31% | ||
| 38 | OPPENHEIMER & CO INC | 57,140 | 2,423,000 | 0.28% | ||
| 39 | BLAIR WILLIAM & CO/IL | 51,095 | 2,167,000 | 0.25% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 50,380 | 2,142,000 | 0.25% | ||
| 41 | GOLDMAN SACHS GROUP INC | 50,000 | 2,121,000 | 0.24% | ||
| 42 | LifePlan Financial Group, Inc | 49,542 | 2,101,000 | 0.24% | ||
| 43 | Freedom Investment Management, Inc. | 38,967 | 1,653,000 | 0.19% | ||
| 44 | Carroll Financial Associates, Inc. | 35,386 | 1,500,000 | 0.17% | ||
| 45 | Cambridge Investment Research Advisors, Inc. | 33,142 | 1,406,000 | 0.16% | ||
| 46 | CREDIT SUISSE AG/ | 32,205 | 1,366,000 | 0.16% | ||
| 47 | Sigma Planning Corp | 32,158 | 1,364,000 | 0.16% | ||
| 48 | Strategic Advisors LLC | 29,757 | 1,262,000 | 0.15% | ||
| 49 | INVESTMENT PARTNERS, LTD. | 29,538 | 1,253,000 | 0.14% | ||
| 50 | Crosspoint Capital Strategies, LLC | 28,180 | 1,195,000 | 0.14% |
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.
