| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 776,071 | 19,821,000 | 31.94% | ||
| 2 | UBS AG | 475,038 | 12,132,000 | 19.55% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 185,689 | 4,742,000 | 7.64% | ||
| 4 | Janney Capital Management LLC | 163,984 | 4,188,000 | 6.75% | SH | |
| 5 | LPL Financial LLC | 132,453 | 3,383,000 | 5.45% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 100,280 | 2,561,000 | 4.13% | ||
| 7 | WELLS FARGO & COMPANY/MN | 91,336 | 2,332,000 | 3.76% | ||
| 8 | Jaffetilchin Investment Partners, LLC | 82,102 | 2,097,000 | 3.38% | ||
| 9 | J.P. Morgan Private Wealth Advisors LLC | 64,215 | 1,640,000 | 2.64% | ||
| 10 | Placemark Investments, Inc. | 64,096 | 1,636,000 | 2.64% | ||
| 11 | SYNOVUS FINANCIAL CORP | 33,675 | 860,000 | 1.39% | ||
| 12 | Private Ocean, LLC | 31,250 | 798,000 | 1.29% | ||
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,211 | 797,000 | 1.28% | ||
| 14 | Invesco Ltd. | 30,963 | 791,000 | 1.27% | ||
| 15 | Janney Montgomery Scott LLC | 19,845 | 506,841 | 0.82% | ||
| 16 | ADELL HARRIMAN & CARPENTER INC | 16,700 | 426,518 | 0.69% | ||
| 17 | STIFEL FINANCIAL CORP | 15,538 | 397,000 | 0.64% | ||
| 18 | CULLEN/FROST BANKERS, INC. | 15,296 | 390,000 | 0.63% | ||
| 19 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 14,915 | 381,000 | 0.61% | ||
| 20 | Virtu KCG Holdings LLC | 13,922 | 355,000 | 0.57% | ||
| 21 | VSR Financial Services, Inc. | 13,714 | 350,000 | 0.56% | ||
| 22 | OPPENHEIMER & CO INC | 10,600 | 270,000 | 0.44% | ||
| 23 | AMERICAN INTERNATIONAL GROUP, INC. | 10,171 | 259,767 | 0.42% | ||
| 24 | Cambridge Investment Research Advisors, Inc. | 8,979 | 229,000 | 0.37% | ||
| 25 | AMERIPRISE FINANCIAL INC | 7,872 | 201,000 | 0.32% | ||
| 26 | ROYAL BANK OF CANADA | 5,494 | 140,000 | 0.23% | ||
| 27 | BANK OF MONTREAL /CAN/ | 4,911 | 125,000 | 0.20% | ||
| 28 | DEUTSCHE BANK AG\ | 2,400 | 61,000 | 0.10% | ||
| 29 | US BANCORP \DE\ | 2,000 | 51,000 | 0.08% | ||
| 30 | Creative Planning | 1,369 | 35,000 | 0.06% | ||
| 31 | NEW ENGLAND SECURITIES CORP /MA/ | 1,300 | 33,000 | 0.05% | ||
| 32 | D.A. DAVIDSON & CO. | 777 | 19,000 | 0.03% | ||
| 33 | CITIGROUP INC | 713 | 18,000 | 0.03% | ||
| 34 | Smithfield Trust Co | 600 | 15,000 | 0.02% | ||
| 35 | ENVESTNET ASSET MANAGEMENT INC | 561 | 14,000 | 0.02% | ||
| 36 | Alexandria Capital, LLC | 100 | 3,000 | 0.00% |
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.
