| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 954,692 | 24,140,000 | 33.16% | ||
| 2 | WELLS FARGO & COMPANY/MN | 604,566 | 15,287,000 | 21.00% | ||
| 3 | UBS Group AG | 241,357 | 6,103,000 | 8.38% | ||
| 4 | Janney Capital Management LLC | 213,279 | 5,393,000 | 7.41% | SH | |
| 5 | LPL Financial LLC | 141,829 | 3,586,000 | 4.93% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 105,222 | 2,661,000 | 3.65% | ||
| 7 | Jaffetilchin Investment Partners, LLC | 80,963 | 2,047,000 | 2.81% | ||
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 63,528 | 1,606,000 | 2.21% | ||
| 9 | Placemark Investments, Inc. | 57,511 | 1,454,000 | 2.00% | ||
| 10 | SYNOVUS FINANCIAL CORP | 52,992 | 1,340,000 | 1.84% | ||
| 11 | Invesco Ltd. | 46,076 | 1,165,000 | 1.60% | ||
| 12 | Private Ocean, LLC | 31,250 | 790,000 | 1.09% | ||
| 13 | Janney Montgomery Scott LLC | 30,914 | 781,691 | 1.07% | ||
| 14 | JPMORGAN CHASE & CO | 23,129 | 585,000 | 0.80% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 22,193 | 561,000 | 0.77% | ||
| 16 | STIFEL FINANCIAL CORP | 21,430 | 542,000 | 0.74% | ||
| 17 | Cambridge Investment Research Advisors, Inc. | 20,481 | 518,000 | 0.71% | ||
| 18 | ADELL HARRIMAN & CARPENTER INC | 19,600 | 495,606 | 0.68% | ||
| 19 | Virtu Financial LLC | 18,582 | 470,000 | 0.65% | ||
| 20 | CULLEN/FROST BANKERS, INC. | 17,891 | 452,000 | 0.62% | ||
| 21 | Koshinski Asset Management, Inc. | 16,482 | 417,000 | 0.57% | ||
| 22 | JANE STREET GROUP, LLC | 14,291 | 361,000 | 0.50% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 11,911 | 301,000 | 0.41% | ||
| 24 | Virtu KCG Holdings LLC | 11,890 | 301,000 | 0.41% | ||
| 25 | AMERICAN INTERNATIONAL GROUP, INC. | 11,534 | 291,649 | 0.40% | ||
| 26 | Commonwealth Equity Services, Inc | 11,151 | 282,000 | 0.39% | ||
| 27 | OPPENHEIMER & CO INC | 10,600 | 268,000 | 0.37% | ||
| 28 | ROYAL BANK OF CANADA | 6,440 | 163,000 | 0.22% | ||
| 29 | DEUTSCHE BANK AG\ | 3,800 | 96,000 | 0.13% | ||
| 30 | NATIONAL PLANNING CORP | 2,330 | 58,553 | 0.08% | ||
| 31 | US BANCORP \DE\ | 2,000 | 51,000 | 0.07% | ||
| 32 | NEW ENGLAND SECURITIES CORP /MA/ | 1,397 | 35,000 | 0.05% | ||
| 33 | REGENTATLANTIC CAPITAL LLC | 1,000 | 25,286 | 0.03% | ||
| 34 | CANADA LIFE ASSURANCE Co | 1,000 | 25,000 | 0.03% | ||
| 35 | JFS WEALTH ADVISORS, LLC | 951 | 24,000 | 0.03% | ||
| 36 | CITIGROUP INC | 934 | 24,000 | 0.03% | ||
| 37 | PINKERTON WEALTH, LLC | 1,560 | 23,000 | 0.03% | ||
| 38 | D.A. DAVIDSON & CO. | 777 | 19,000 | 0.03% | ||
| 39 | Smithfield Trust Co | 600 | 15,000 | 0.02% | ||
| 40 | WFG Advisors, LP | 540 | 14,000 | 0.02% | ||
| 41 | ENVESTNET ASSET MANAGEMENT INC | 487 | 12,000 | 0.02% | ||
| 42 | Creative Planning | 396 | 10,000 | 0.01% | ||
| 43 | NEXT Financial Group, Inc | 290 | 7,000 | 0.01% | ||
| 44 | MSI Financial Services Inc | 157 | 4,000 | 0.01% | ||
| 45 | Alexandria Capital, LLC | 101 | 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.
