| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,437,005 | 34,027,000 | 18.73% | ||
| 2 | Johnson Financial Group, Inc. | 1,262,073 | 29,886,000 | 16.45% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 747,278 | 17,696,000 | 9.74% | ||
| 4 | Commonwealth Equity Services, Inc | 592,069 | 14,020,000 | 7.72% | ||
| 5 | Raymond James Financial Services Advisors, Inc. | 424,229 | 10,046,000 | 5.53% | ||
| 6 | LPL Financial LLC | 396,316 | 9,385,000 | 5.17% | ||
| 7 | ROYAL BANK OF CANADA | 372,821 | 8,828,000 | 4.86% | ||
| 8 | Orion Porfolio Solutions, LLC | 322,462 | 7,636,000 | 4.20% | ||
| 9 | WELLS FARGO & COMPANY/MN | 267,264 | 6,329,000 | 3.48% | ||
| 10 | BAIRD FINANCIAL GROUP, INC. | 255,609 | 6,053,000 | 3.33% | ||
| 11 | Cetera Advisor Networks LLC | 202,396 | 4,801,000 | 2.64% | ||
| 12 | Cambridge Investment Research Advisors, Inc. | 160,717 | 3,806,000 | 2.10% | ||
| 13 | UBS Group AG | 139,177 | 3,296,000 | 1.81% | ||
| 14 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 121,984 | 2,890,000 | 1.59% | ||
| 15 | ADVISOR GROUP, INC. | 80,390 | 1,903,000 | 1.05% | ||
| 16 | Janney Montgomery Scott LLC | 64,306 | 1,523,000 | 0.84% | ||
| 17 | Oxbow Advisors, LLC | 62,335 | 1,476,000 | 0.81% | ||
| 18 | AMERIPRISE FINANCIAL INC | 49,880 | 1,181,000 | 0.65% | ||
| 19 | SMITH, MOORE & CO. | 47,829 | 1,133,000 | 0.62% | ||
| 20 | MML INVESTORS SERVICES, INC. | 47,612 | 1,127,000 | 0.62% | ||
| 21 | ZIONS BANCORPORATION | 46,167 | 1,093,000 | 0.60% | ||
| 22 | WEDBUSH SECURITIES INC | 44,416 | 1,052,000 | 0.58% | ||
| 23 | ENVESTNET ASSET MANAGEMENT INC | 43,505 | 1,030,000 | 0.57% | ||
| 24 | JPMORGAN CHASE & CO | 39,296 | 931,000 | 0.51% | ||
| 25 | RAYMOND JAMES & ASSOCIATES | 34,417 | 815,000 | 0.45% | ||
| 26 | PNC FINANCIAL SERVICES GROUP, INC. | 29,050 | 688,000 | 0.38% | ||
| 27 | WEALTHPLAN PARTNERS, LLC | 28,636 | 678,000 | 0.37% | ||
| 28 | Hilltop Holdings Inc. | 26,251 | 622,000 | 0.34% | ||
| 29 | BB&T SECURITIES, LLC | 22,251 | 526,000 | 0.29% | ||
| 30 | Private Advisor Group, LLC | 21,178 | 502,000 | 0.28% | ||
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20,000 | 474,000 | 0.26% | ||
| 32 | CETERA INVESTMENT ADVISERS | 18,103 | 425,000 | 0.23% | ||
| 33 | Cetera Advisors LLC | 18,103 | 425,000 | 0.23% | ||
| 34 | Madden Advisory Services, Inc. | 17,956 | 425,000 | 0.23% | ||
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,731 | 420,000 | 0.23% | ||
| 36 | RESOURCES INVESTMENT ADVISORS, INC. | 15,879 | 376,000 | 0.21% | ||
| 37 | AHRENS INVESTMENT PARTNERS LLC | 15,200 | 360,000 | 0.20% | ||
| 38 | SUNTRUST BANKS INC | 15,162 | 359,000 | 0.20% | ||
| 39 | CITIGROUP INC | 14,200 | 336,000 | 0.18% | ||
| 40 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12,005 | 284,000 | 0.16% | ||
| 41 | HCR WEALTH ADVISORS | 12,135 | 281,000 | 0.15% | ||
| 42 | WealthTrust Axiom LLC | 11,260 | 266,000 | 0.15% | ||
| 43 | STIFEL FINANCIAL CORP | 10,307 | 242,000 | 0.13% | ||
| 44 | IFP ADVISORS, INC | 9,805 | 232,000 | 0.13% | ||
| 45 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 9,150 | 217,000 | 0.12% | ||
| 46 | Sigma Planning Corp | 9,136 | 216,000 | 0.12% | ||
| 47 | GREAT AMERICAN GROUP, INC. | 8,830 | 209,000 | 0.12% | ||
| 48 | Bank of New York Mellon Corp | 8,486 | 201,000 | 0.11% | ||
| 49 | US BANCORP \DE\ | 6,200 | 147,000 | 0.08% | ||
| 50 | Advisory Services Network, LLC | 5,890 | 139,000 | 0.08% |
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.
