| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Johnson Financial Group, Inc. | 1,597,660 | 35,404,000 | 19.86% | ||
| 2 | MORGAN STANLEY | 1,199,695 | 26,585,000 | 14.91% | ||
| 3 | Commonwealth Equity Services, Inc | 987,138 | 21,875,000 | 12.27% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 985,910 | 21,848,000 | 12.25% | ||
| 5 | LPL Financial LLC | 340,001 | 7,582,000 | 4.25% | ||
| 6 | PVG Asset Management | 326,056 | 7,225,405 | 4.05% | ||
| 7 | BAIRD FINANCIAL GROUP, INC. | 321,952 | 7,134,000 | 4.00% | ||
| 8 | Orion Porfolio Solutions, LLC | 297,487 | 6,592,000 | 3.70% | ||
| 9 | WELLS FARGO & COMPANY/MN | 259,913 | 5,759,000 | 3.23% | ||
| 10 | ROYAL BANK OF CANADA | 213,758 | 4,737,000 | 2.66% | ||
| 11 | Cetera Advisor Networks LLC | 171,012 | 3,791,000 | 2.13% | ||
| 12 | Cambridge Investment Research Advisors, Inc. | 129,310 | 2,865,000 | 1.61% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 121,532 | 2,693,000 | 1.51% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 98,241 | 2,173,000 | 1.22% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 94,927 | 2,104,000 | 1.18% | ||
| 16 | ZIONS BANCORPORATION | 73,020 | 1,637,000 | 0.92% | ||
| 17 | UBS Group AG | 64,917 | 1,439,000 | 0.81% | ||
| 18 | BARCLAYS PLC | 57,570 | 1,276,000 | 0.72% | ||
| 19 | ADVISOR GROUP, INC. | 51,518 | 1,138,000 | 0.64% | ||
| 20 | SMITH, MOORE & CO. | 48,723 | 1,080,000 | 0.61% | ||
| 21 | JANE STREET GROUP, LLC | 47,085 | 1,043,000 | 0.59% | ||
| 22 | Janney Montgomery Scott LLC | 48,065 | 1,026,000 | 0.58% | ||
| 23 | Oxbow Advisors, LLC | 45,935 | 1,018,000 | 0.57% | ||
| 24 | WEDBUSH SECURITIES INC | 43,415 | 962,000 | 0.54% | ||
| 25 | AMERIPRISE FINANCIAL INC | 37,234 | 825,000 | 0.46% | ||
| 26 | RAYMOND JAMES & ASSOCIATES | 33,141 | 734,000 | 0.41% | ||
| 27 | MSI Financial Services Inc | 30,981 | 687,000 | 0.39% | ||
| 28 | BB&T SECURITIES, LLC | 23,853 | 528,000 | 0.30% | ||
| 29 | CITIGROUP INC | 22,277 | 494,000 | 0.28% | ||
| 30 | STIFEL FINANCIAL CORP | 21,099 | 468,000 | 0.26% | ||
| 31 | HIGH POINT BANK & TRUST CO | 19,799 | 439,000 | 0.25% | ||
| 32 | M&T BANK CORP | 19,188 | 425,000 | 0.24% | ||
| 33 | Private Advisor Group, LLC | 17,630 | 393,000 | 0.22% | ||
| 34 | PNC FINANCIAL SERVICES GROUP, INC. | 16,301 | 360,000 | 0.20% | ||
| 35 | AVIANCE CAPITAL MANAGEMENT, LLC | 14,922 | 331,000 | 0.19% | ||
| 36 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 14,380 | 319,000 | 0.18% | ||
| 37 | Madden Advisory Services, Inc. | 14,117 | 312,000 | 0.18% | ||
| 38 | WealthTrust Axiom LLC | 13,260 | 293,000 | 0.16% | ||
| 39 | VSR Financial Services, Inc. | 11,080 | 246,000 | 0.14% | ||
| 40 | Advisory Services Network, LLC | 11,016 | 244,000 | 0.14% | ||
| 41 | IFP ADVISORS, INC | 10,884 | 241,000 | 0.14% | ||
| 42 | Cetera Advisors LLC | 10,886 | 241,000 | 0.14% | ||
| 43 | Sigma Planning Corp | 10,794 | 239,000 | 0.13% | ||
| 44 | Creative Planning | 9,409 | 209,000 | 0.12% | ||
| 45 | WEALTHPLAN PARTNERS, LLC | 30,579 | 207,455 | 0.12% | ||
| 46 | Aviance Capital Partners, LLC | 9,035 | 200,000 | 0.11% | ||
| 47 | Sandy Spring Bank | 6,918 | 153,000 | 0.09% | ||
| 48 | WFG Advisors, LP | 4,000 | 89,000 | 0.05% | ||
| 49 | JPMORGAN CHASE & CO | 3,523 | 78,000 | 0.04% | ||
| 50 | WEALTHCARE ADVISORY PARTNERS LLC | 3,132 | 69,000 | 0.04% |
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.
