| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,231,195 | 64,905,000 | 28.80% | ||
| 2 | WELLS FARGO & COMPANY/MN | 1,323,332 | 38,496,000 | 17.08% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 897,050 | 26,095,000 | 11.58% | ||
| 4 | Wharton Business Group, LLC | 463,579 | 13,486,000 | 5.98% | ||
| 5 | ENVESTNET ASSET MANAGEMENT INC | 361,210 | 10,508,000 | 4.66% | ||
| 6 | UBS AG | 298,921 | 8,696,000 | 3.86% | ||
| 7 | Raymond James Financial Services Advisors, Inc. | 280,672 | 8,165,000 | 3.62% | ||
| 8 | LPL Financial LLC | 274,458 | 7,984,000 | 3.54% | ||
| 9 | Commonwealth Equity Services, Inc | 263,978 | 7,679,000 | 3.41% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 176,566 | 5,136,000 | 2.28% | ||
| 11 | SII INVESTMENTS INC/WI | 168,790 | 4,905,000 | 2.18% | ||
| 12 | JNBA Financial Advisors | 158,216 | 4,602,000 | 2.04% | ||
| 13 | CULLEN/FROST BANKERS, INC. | 88,061 | 2,562,000 | 1.14% | ||
| 14 | Advisors Preferred, LLC | 86,544 | 2,517,564 | 1.12% | ||
| 15 | Exchange Capital Management, Inc. | 81,412 | 2,368,000 | 1.05% | ||
| 16 | BOKF, NA | 58,001 | 1,687,000 | 0.75% | ||
| 17 | Investors Capital Advisory Services | 41,676 | 1,212,000 | 0.54% | ||
| 18 | ROYAL BANK OF CANADA | 36,006 | 1,047,000 | 0.46% | ||
| 19 | MSI Financial Services Inc | 35,941 | 1,046,000 | 0.46% | ||
| 20 | CITIGROUP INC | 35,049 | 1,020,000 | 0.45% | ||
| 21 | HighTower Advisors, LLC | 30,666 | 892,000 | 0.40% | ||
| 22 | SIMMONS FIRST TRUST CO NA | 28,283 | 831,000 | 0.37% | ||
| 23 | Madden Advisory Services, Inc. | 28,520 | 830,000 | 0.37% | ||
| 24 | ACG Wealth | 26,886 | 782,000 | 0.35% | ||
| 25 | Beacon Capital Management, Inc. | 23,565 | 686,000 | 0.30% | ||
| 26 | OPPENHEIMER & CO INC | 23,374 | 680,000 | 0.30% | ||
| 27 | SG Americas Securities, LLC | 23,315 | 678,000 | 0.30% | ||
| 28 | Prospera Financial Services Inc | 19,815 | 576,000 | 0.26% | ||
| 29 | NATIONAL PLANNING CORP | 17,113 | 502,000 | 0.22% | ||
| 30 | Janney Montgomery Scott LLC | 14,795 | 430,387 | 0.19% | ||
| 31 | VSR Financial Services, Inc. | 14,647 | 426,000 | 0.19% | ||
| 32 | Concert Wealth Management Inc. | 12,426 | 360,000 | 0.16% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 11,609 | 338,000 | 0.15% | ||
| 34 | VICUS CAPITAL | 10,860 | 316,000 | 0.14% | ||
| 35 | BLB&B Advisors, LLC | 10,228 | 298,000 | 0.13% | ||
| 36 | CREDIT SUISSE AG/ | 10,150 | 295,000 | 0.13% | ||
| 37 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 10,006 | 291,000 | 0.13% | ||
| 38 | Laird Norton Wetherby Wealth Management, LLC | 8,933 | 260,000 | 0.12% | ||
| 39 | Sequoia Financial Advisors, LLC | 8,416 | 245,000 | 0.11% | ||
| 40 | AMERIPRISE FINANCIAL INC | 8,436 | 245,000 | 0.11% | ||
| 41 | AMERICAN INTERNATIONAL GROUP, INC. | 7,113 | 206,917 | 0.09% | ||
| 42 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6,757 | 197,000 | 0.09% | ||
| 43 | B. Riley Wealth Advisors, Inc. | 5,400 | 157,000 | 0.07% | ||
| 44 | US BANCORP \DE\ | 5,097 | 148,000 | 0.07% | ||
| 45 | BANK OF MONTREAL /CAN/ | 4,582 | 133,000 | 0.06% | ||
| 46 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,519 | 102,000 | 0.05% | ||
| 47 | DEUTSCHE BANK AG\ | 2,250 | 65,000 | 0.03% | ||
| 48 | HABERER REGISTERED INVESTMENT ADVISOR INC | 1,500 | 44,000 | 0.02% | SH | |
| 49 | GLENMEDE TRUST CO NA | 1,483 | 43,000 | 0.02% | ||
| 50 | Creative Planning | 1,230 | 36,000 | 0.02% |
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.
