| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 880,678 | 23,021,000 | 33.63% | ||
| 2 | UBS AG | 385,444 | 10,076,000 | 14.72% | ||
| 3 | WELLS FARGO & COMPANY/MN | 239,807 | 6,269,000 | 9.16% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 221,374 | 5,787,000 | 8.45% | ||
| 5 | Janney Capital Management LLC | 176,453 | 4,612,000 | 6.74% | SH | |
| 6 | LPL Financial LLC | 147,632 | 3,859,000 | 5.64% | ||
| 7 | Jaffetilchin Investment Partners, LLC | 80,896 | 2,115,000 | 3.09% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 64,215 | 1,679,000 | 2.45% | ||
| 9 | Placemark Investments, Inc. | 60,628 | 1,585,000 | 2.32% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 45,571 | 1,191,000 | 1.74% | ||
| 11 | JPMORGAN CHASE & CO | 39,827 | 1,041,000 | 1.52% | ||
| 12 | SYNOVUS FINANCIAL CORP | 36,905 | 965,000 | 1.41% | ||
| 13 | Invesco Ltd. | 36,219 | 947,000 | 1.38% | ||
| 14 | Private Ocean, LLC | 31,250 | 817,000 | 1.19% | ||
| 15 | Janney Montgomery Scott LLC | 21,377 | 558,795 | 0.82% | ||
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,299 | 504,000 | 0.74% | ||
| 17 | ADELL HARRIMAN & CARPENTER INC | 18,590 | 485,943 | 0.71% | ||
| 18 | STIFEL FINANCIAL CORP | 17,658 | 462,000 | 0.67% | ||
| 19 | CULLEN/FROST BANKERS, INC. | 14,171 | 370,000 | 0.54% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 11,672 | 305,000 | 0.45% | ||
| 21 | OPPENHEIMER & CO INC | 10,600 | 277,000 | 0.40% | ||
| 22 | VSR Financial Services, Inc. | 10,450 | 273,000 | 0.40% | ||
| 23 | NORTHERN TRUST CORP | 9,593 | 251,000 | 0.37% | ||
| 24 | AMERICAN INTERNATIONAL GROUP, INC. | 9,134 | 238,763 | 0.35% | ||
| 25 | DEUTSCHE BANK AG\ | 9,000 | 235,000 | 0.34% | ||
| 26 | AMERIPRISE FINANCIAL INC | 7,766 | 203,000 | 0.30% | ||
| 27 | ROYAL BANK OF CANADA | 3,689 | 96,000 | 0.14% | ||
| 28 | US BANCORP \DE\ | 2,000 | 52,000 | 0.08% | ||
| 29 | NEW ENGLAND SECURITIES CORP /MA/ | 1,300 | 34,000 | 0.05% | ||
| 30 | CANADA LIFE ASSURANCE Co | 1,000 | 26,000 | 0.04% | ||
| 31 | D.A. DAVIDSON & CO. | 777 | 20,000 | 0.03% | ||
| 32 | CITIGROUP INC | 720 | 19,000 | 0.03% | ||
| 33 | MSI Financial Services Inc | 696 | 18,000 | 0.03% | ||
| 34 | NEXT Financial Group, Inc | 600 | 16,000 | 0.02% | ||
| 35 | Smithfield Trust Co | 600 | 16,000 | 0.02% | ||
| 36 | WFG Advisors, LP | 540 | 14,000 | 0.02% | ||
| 37 | Creative Planning | 459 | 12,000 | 0.02% | ||
| 38 | ENVESTNET ASSET MANAGEMENT INC | 349 | 9,000 | 0.01% | ||
| 39 | 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.
