| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,176,545 | 133,414,000 | 15.69% | ||
| 2 | WELLS FARGO & COMPANY/MN | 2,278,851 | 95,712,000 | 11.26% | ||
| 3 | Gateway Advisory, LLC | 1,451,617 | 60,968,000 | 7.17% | ||
| 4 | STRID GROUP, LLC | 1,152,618 | 48,410,000 | 5.69% | ||
| 5 | Raymond James Financial Services Advisors, Inc. | 1,019,497 | 42,819,000 | 5.04% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 982,329 | 41,258,000 | 4.85% | ||
| 7 | UBS Group AG | 979,455 | 41,137,000 | 4.84% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 896,913 | 37,670,000 | 4.43% | ||
| 9 | MSI Financial Services Inc | 829,376 | 34,834,000 | 4.10% | ||
| 10 | ROYAL BANK OF CANADA | 796,795 | 33,464,000 | 3.94% | ||
| 11 | Prospera Financial Services Inc | 658,985 | 27,903,000 | 3.28% | ||
| 12 | NewSquare Capital LLC | 577,936 | 24,273,000 | 2.86% | ||
| 13 | AMERIPRISE FINANCIAL INC | 562,943 | 23,668,000 | 2.78% | ||
| 14 | SPC Financial, Inc. | 497,117 | 20,879,000 | 2.46% | ||
| 15 | LPL Financial LLC | 422,788 | 17,804,000 | 2.09% | ||
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 263,534 | 11,068,000 | 1.30% | ||
| 17 | BB&T SECURITIES, LLC | 233,042 | 9,883,000 | 1.16% | ||
| 18 | CWM, LLC | 211,175 | 8,869,000 | 1.04% | ||
| 19 | Janney Montgomery Scott LLC | 203,964 | 8,567,000 | 1.01% | ||
| 20 | ADVISOR GROUP, INC. | 199,594 | 8,384,000 | 0.99% | ||
| 21 | STIFEL FINANCIAL CORP | 195,463 | 8,210,000 | 0.97% | ||
| 22 | NewEdge Advisors, LLC | 191,288 | 8,159,000 | 0.96% | ||
| 23 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 189,626 | 7,964,000 | 0.94% | ||
| 24 | Invesco Ltd. | 140,359 | 5,895,000 | 0.69% | ||
| 25 | First Allied Advisory Services, Inc. | 118,326 | 4,970,000 | 0.58% | ||
| 26 | Commonwealth Equity Services, Inc | 117,381 | 4,930,000 | 0.58% | ||
| 27 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 116,635 | 4,899,000 | 0.58% | ||
| 28 | D.A. DAVIDSON & CO. | 109,803 | 4,611,000 | 0.54% | ||
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 105,271 | 4,421,000 | 0.52% | ||
| 30 | CREDIT SUISSE AG/ | 95,883 | 4,027,000 | 0.47% | ||
| 31 | GOLDMAN SACHS GROUP INC | 82,359 | 3,459,000 | 0.41% | ||
| 32 | STEPHENS INC /AR/ | 76,863 | 3,228,000 | 0.38% | ||
| 33 | BAIRD FINANCIAL GROUP, INC. | 76,681 | 3,221,000 | 0.38% | ||
| 34 | JPMORGAN CHASE & CO | 73,339 | 3,080,000 | 0.36% | ||
| 35 | Concert Wealth Management Inc. | 71,582 | 3,001,000 | 0.35% | ||
| 36 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 68,759 | 2,893,000 | 0.34% | ||
| 37 | NATIONAL PLANNING CORP | 65,625 | 2,826,000 | 0.33% | ||
| 38 | OPPENHEIMER & CO INC | 49,494 | 2,079,000 | 0.24% | ||
| 39 | Baker Avenue Asset Management, LP | 48,612 | 2,042,000 | 0.24% | ||
| 40 | BLAIR WILLIAM & CO/IL | 45,745 | 1,921,000 | 0.23% | ||
| 41 | Carroll Financial Associates, Inc. | 44,167 | 1,855,000 | 0.22% | ||
| 42 | Cambridge Investment Research Advisors, Inc. | 34,603 | 1,453,000 | 0.17% | ||
| 43 | Crosspoint Capital Strategies, LLC | 33,952 | 1,426,000 | 0.17% | ||
| 44 | Koshinski Asset Management, Inc. | 32,637 | 1,371,000 | 0.16% | ||
| 45 | Virtu KCG Holdings LLC | 31,925 | 1,341,000 | 0.16% | ||
| 46 | Sigma Planning Corp | 30,936 | 1,299,000 | 0.15% | ||
| 47 | LifePlan Financial Group, Inc | 28,406 | 1,193,000 | 0.14% | ||
| 48 | Tower Research Capital LLC (TRC) | 26,913 | 1,130,000 | 0.13% | ||
| 49 | INVESTMENT PARTNERS, LTD. | 22,062 | 927,000 | 0.11% | ||
| 50 | Dynamic Advisor Solutions LLC | 20,877 | 877,000 | 0.10% |
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.
