| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 901,332 | 20,785,000 | 15.55% | ||
| 2 | UBS Group AG | 762,982 | 17,594,000 | 13.16% | ||
| 3 | Hoxton Financial, Inc. | 520,074 | 11,993,000 | 8.97% | ||
| 4 | WELLS FARGO & COMPANY/MN | 376,663 | 8,686,000 | 6.50% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 346,670 | 7,994,000 | 5.98% | ||
| 6 | Raymond James Financial Services Advisors, Inc. | 332,338 | 7,664,000 | 5.73% | ||
| 7 | GOLDMAN SACHS GROUP INC | 317,039 | 7,311,000 | 5.47% | ||
| 8 | ROYAL BANK OF CANADA | 299,509 | 6,907,000 | 5.17% | ||
| 9 | LifePlan Financial Group, Inc | 240,313 | 5,542,000 | 4.15% | ||
| 10 | LPL Financial LLC | 175,142 | 3,974,000 | 2.97% | ||
| 11 | FMR LLC | 159,600 | 3,685,000 | 2.76% | ||
| 12 | Sequoia Financial Advisors, LLC | 122,771 | 2,831,000 | 2.12% | ||
| 13 | Prospera Financial Services Inc | 120,337 | 2,775,000 | 2.08% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 118,389 | 2,730,000 | 2.04% | ||
| 15 | CWM, LLC | 105,995 | 2,444,000 | 1.83% | ||
| 16 | Biondo Investment Advisors, LLC | 92,543 | 2,134,000 | 1.60% | ||
| 17 | NewSquare Capital LLC | 91,951 | 2,120,000 | 1.59% | ||
| 18 | CITIGROUP INC | 70,558 | 1,629,000 | 1.22% | ||
| 19 | Cambridge Investment Research Advisors, Inc. | 57,038 | 1,315,000 | 0.98% | ||
| 20 | JPMORGAN CHASE & CO | 55,988 | 1,293,000 | 0.97% | ||
| 21 | SNOWDEN CAPITAL ADVISORS LLC | 54,820 | 1,264,146 | 0.95% | ||
| 22 | Virtu KCG Holdings LLC | 54,319 | 1,253,000 | 0.94% | ||
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 52,246 | 1,206,000 | 0.90% | ||
| 24 | AMERIPRISE FINANCIAL INC | 38,532 | 889,000 | 0.67% | ||
| 25 | PNC FINANCIAL SERVICES GROUP, INC. | 35,320 | 814,000 | 0.61% | ||
| 26 | D.A. DAVIDSON & CO. | 31,420 | 724,000 | 0.54% | ||
| 27 | Janney Montgomery Scott LLC | 28,684 | 661,000 | 0.49% | ||
| 28 | JANE STREET GROUP, LLC | 26,455 | 610,000 | 0.46% | ||
| 29 | SG Americas Securities, LLC | 23,844 | 550,000 | 0.41% | ||
| 30 | Commonwealth Equity Services, Inc | 23,322 | 538,000 | 0.40% | ||
| 31 | OLD MISSION CAPITAL LLC | 22,565 | 520,000 | 0.39% | ||
| 32 | STIFEL FINANCIAL CORP | 21,876 | 504,000 | 0.38% | ||
| 33 | ENVESTNET ASSET MANAGEMENT INC | 18,414 | 425,000 | 0.32% | ||
| 34 | BB&T SECURITIES, LLC | 17,295 | 398,000 | 0.30% | ||
| 35 | INVESTMENT PARTNERS, LTD. | 15,385 | 365,000 | 0.27% | ||
| 36 | CITADEL ADVISORS LLC | 15,514 | 358,000 | 0.27% | ||
| 37 | Concert Wealth Management Inc. | 9,662 | 222,000 | 0.17% | ||
| 38 | VOYA FINANCIAL ADVISORS, INC. | 9,369 | 217,000 | 0.16% | ||
| 39 | MSI Financial Services Inc | 6,816 | 157,000 | 0.12% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,010 | 137,000 | 0.10% | ||
| 41 | AMERICAN INTERNATIONAL GROUP, INC. | 5,446 | 125,000 | 0.09% | ||
| 42 | GUPTA WEALTH MANAGEMENT LLC | 3,171 | 73,000 | 0.05% | ||
| 43 | IFP ADVISORS, INC | 2,686 | 62,000 | 0.05% | ||
| 44 | Transamerica Financial Advisors, LLC | 1,292 | 30,000 | 0.02% | ||
| 45 | Winslow, Evans & Crocker, Inc. | 1,000 | 23,060 | 0.02% | ||
| 46 | WFG Advisors, LP | 1,011 | 23,000 | 0.02% | ||
| 47 | BANK OF MONTREAL /CAN/ | 850 | 20,000 | 0.01% | ||
| 48 | GLENMEDE TRUST CO NA | 836 | 19,000 | 0.01% | ||
| 49 | NEXT Financial Group, Inc | 830 | 19,000 | 0.01% | ||
| 50 | Carroll Financial Associates, Inc. | 654 | 15,000 | 0.01% |
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.
