| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Lenox Wealth Advisors, LLC | 1,298,047 | 27,609,000 | 20.98% | ||
| 2 | MORGAN STANLEY | 615,564 | 13,094,000 | 9.95% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 530,602 | 11,286,000 | 8.58% | ||
| 4 | UBS Group AG | 458,676 | 9,756,000 | 7.41% | ||
| 5 | ETRADE Capital Management LLC | 305,823 | 6,505,000 | 4.94% | ||
| 6 | WELLS FARGO & COMPANY/MN | 280,240 | 5,961,000 | 4.53% | ||
| 7 | LPL Financial LLC | 208,542 | 4,467,000 | 3.39% | ||
| 8 | Commonwealth Equity Services, Inc | 169,368 | 3,602,000 | 2.74% | ||
| 9 | EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC | 153,884 | 3,273,000 | 2.49% | ||
| 10 | JANE STREET GROUP, LLC | 153,358 | 3,262,000 | 2.48% | ||
| 11 | BANK OF MONTREAL /CAN/ | 140,741 | 3,034,000 | 2.31% | ||
| 12 | NEWFOUND RESEARCH LLC | 139,114 | 2,959,000 | 2.25% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 124,955 | 2,656,000 | 2.02% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 103,871 | 2,209,000 | 1.68% | ||
| 15 | ROYAL BANK OF CANADA | 95,050 | 2,021,000 | 1.54% | ||
| 16 | Brookstone Capital Management | 94,398 | 2,008,000 | 1.53% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 86,992 | 1,850,000 | 1.41% | ||
| 18 | AJ WEALTH STRATEGIES, LLC | 82,723 | 1,760,000 | 1.34% | ||
| 19 | Janney Montgomery Scott LLC | 72,405 | 1,540,000 | 1.17% | ||
| 20 | SEI INVESTMENTS CO | 69,663 | 1,482,000 | 1.13% | ||
| 21 | Capital Advisors, Ltd. LLC | 69,042 | 1,469,000 | 1.12% | ||
| 22 | JUNCTURE WEALTH STRATEGIES, LLC | 63,236 | 1,345,000 | 1.02% | ||
| 23 | SIGNET FINANCIAL MANAGEMENT, LLC | 61,710 | 1,313,000 | 1.00% | ||
| 24 | HighTower Advisors, LLC | 61,195 | 1,302,000 | 0.99% | ||
| 25 | AXA S.A. | 55,380 | 1,178,000 | 0.90% | ||
| 26 | WAYNE HUMMER INVESTMENTS L.L.C. | 52,835 | 1,124,000 | 0.85% | ||
| 27 | Stratos Wealth Partners, LTD. | 48,611 | 1,034,000 | 0.79% | ||
| 28 | CITADEL ADVISORS LLC | 46,922 | 998,000 | 0.76% | ||
| 29 | MSI Financial Services Inc | 44,326 | 943,000 | 0.72% | ||
| 30 | FLAHARTY ASSET MANAGEMENT, LLC | 43,555 | 933,000 | 0.71% | ||
| 31 | ALLIANCE WEALTH MANAGEMENT GROUP | 38,905 | 829,000 | 0.63% | ||
| 32 | Regal Investment Advisors LLC | 34,641 | 737,000 | 0.56% | ||
| 33 | WRAPMANAGER INC | 32,994 | 702,000 | 0.53% | ||
| 34 | Advisors Asset Management, Inc. | 32,182 | 685,000 | 0.52% | ||
| 35 | Bowling Portfolio Management LLC | 24,088 | 512,000 | 0.39% | ||
| 36 | STIFEL FINANCIAL CORP | 22,453 | 479,000 | 0.36% | ||
| 37 | FIRST HAWAIIAN BANK | 22,478 | 478,000 | 0.36% | ||
| 38 | IFP ADVISORS, INC | 22,051 | 469,000 | 0.36% | ||
| 39 | MassMutual Private Wealth & Trust, FSB | 21,345 | 454,008 | 0.35% | ||
| 40 | Mount Lucas Management LP | 20,703 | 440,000 | 0.33% | ||
| 41 | GOLDMAN SACHS GROUP INC | 19,123 | 407,000 | 0.31% | ||
| 42 | JPMORGAN CHASE & CO | 16,832 | 358,000 | 0.27% | ||
| 43 | Virtu KCG Holdings LLC | 16,499 | 351,000 | 0.27% | ||
| 44 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 15,237 | 324,000 | 0.25% | ||
| 45 | Freedom Investment Management, Inc. | 15,005 | 319,000 | 0.24% | ||
| 46 | Mosaic Financial Partners, Inc. | 14,668 | 312,000 | 0.24% | ||
| 47 | HIGHLAND PRIVATE WEALTH MANAGEMENT | 13,800 | 293,000 | 0.22% | ||
| 48 | SNOWDEN CAPITAL ADVISORS LLC | 13,432 | 285,699 | 0.22% | ||
| 49 | AMERIPRISE FINANCIAL INC | 10,229 | 218,000 | 0.17% | ||
| 50 | TRUIST FINANCIAL CORP | 9,796 | 209,000 | 0.16% |
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.
