| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 924,366 | 22,943,000 | 33.42% | ||
| 2 | WELLS FARGO & COMPANY/MN | 434,711 | 10,790,000 | 15.72% | ||
| 3 | UBS AG | 260,347 | 6,462,000 | 9.41% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 236,196 | 5,862,000 | 8.54% | ||
| 5 | Janney Capital Management LLC | 201,625 | 5,004,000 | 7.29% | SH | |
| 6 | LPL Financial LLC | 186,996 | 4,641,000 | 6.76% | ||
| 7 | Jaffetilchin Investment Partners, LLC | 78,107 | 1,939,000 | 2.82% | ||
| 8 | Placemark Investments, Inc. | 58,679 | 1,457,000 | 2.12% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 48,971 | 1,215,000 | 1.77% | ||
| 10 | SYNOVUS FINANCIAL CORP | 43,987 | 1,091,000 | 1.59% | ||
| 11 | Invesco Ltd. | 43,759 | 1,086,000 | 1.58% | ||
| 12 | JPMORGAN CHASE & CO | 40,743 | 1,011,000 | 1.47% | ||
| 13 | Private Ocean, LLC | 31,250 | 776,000 | 1.13% | ||
| 14 | Janney Montgomery Scott LLC | 21,648 | 537,303 | 0.78% | ||
| 15 | ADELL HARRIMAN & CARPENTER INC | 18,590 | 485,943 | 0.71% | ||
| 16 | STIFEL FINANCIAL CORP | 18,513 | 460,000 | 0.67% | ||
| 17 | CULLEN/FROST BANKERS, INC. | 16,741 | 416,000 | 0.61% | ||
| 18 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 12,086 | 300,000 | 0.44% | ||
| 19 | Commonwealth Equity Services, Inc | 10,977 | 272,000 | 0.40% | ||
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,819 | 269,000 | 0.39% | ||
| 21 | AMERICAN INTERNATIONAL GROUP, INC. | 10,718 | 266,020 | 0.39% | ||
| 22 | VSR Financial Services, Inc. | 10,689 | 265,000 | 0.39% | ||
| 23 | OPPENHEIMER & CO INC | 10,600 | 264,000 | 0.38% | ||
| 24 | DEUTSCHE BANK AG\ | 8,700 | 215,000 | 0.31% | ||
| 25 | AMERIPRISE FINANCIAL INC | 8,183 | 203,000 | 0.30% | ||
| 26 | ROYAL BANK OF CANADA | 7,047 | 175,000 | 0.25% | ||
| 27 | US BANCORP \DE\ | 2,000 | 50,000 | 0.07% | ||
| 28 | NEW ENGLAND SECURITIES CORP /MA/ | 1,397 | 35,000 | 0.05% | ||
| 29 | CANADA LIFE ASSURANCE Co | 1,000 | 26,000 | 0.04% | ||
| 30 | Creative Planning | 986 | 24,000 | 0.03% | ||
| 31 | CITIGROUP INC | 926 | 23,000 | 0.03% | ||
| 32 | JFS WEALTH ADVISORS, LLC | 931 | 23,000 | 0.03% | ||
| 33 | D.A. DAVIDSON & CO. | 777 | 19,000 | 0.03% | ||
| 34 | Smithfield Trust Co | 600 | 15,000 | 0.02% | ||
| 35 | WFG Advisors, LP | 540 | 13,000 | 0.02% | ||
| 36 | MSI Financial Services Inc | 343 | 9,000 | 0.01% | ||
| 37 | ENVESTNET ASSET MANAGEMENT INC | 349 | 9,000 | 0.01% | ||
| 38 | Alexandria Capital, LLC | 100 | 2,000 | 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.
