| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,730,788 | 202,694,000 | 20.74% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,776,195 | 150,830,000 | 15.44% | ||
| 3 | UBS Group AG | 2,044,916 | 111,100,000 | 11.37% | ||
| 4 | WELLS FARGO & COMPANY/MN | 1,296,061 | 70,415,000 | 7.21% | ||
| 5 | LPL Financial LLC | 624,259 | 33,461,000 | 3.42% | ||
| 6 | Brouwer & Janachowski, LLC | 508,566 | 27,630,000 | 2.83% | ||
| 7 | Raymond James Financial Services Advisors, Inc. | 504,821 | 27,427,000 | 2.81% | ||
| 8 | Paragon Capital Management Ltd | 501,979 | 27,273,000 | 2.79% | ||
| 9 | AMUNDI ASSET MANAGEMENT US, INC. | 440,649 | 23,940,000 | 2.45% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 381,465 | 20,725,000 | 2.12% | ||
| 11 | Summit Financial Wealth Advisors, LLC | 342,946 | 18,632,000 | 1.91% | ||
| 12 | ROYAL BANK OF CANADA | 336,188 | 18,265,000 | 1.87% | ||
| 13 | AMERIPRISE FINANCIAL INC | 333,833 | 18,130,000 | 1.86% | ||
| 14 | AFFINITY WEALTH MANAGEMENT LLC | 318,419 | 17,300,000 | 1.77% | ||
| 15 | AVIANCE CAPITAL MANAGEMENT, LLC | 253,170 | 13,755,000 | 1.41% | ||
| 16 | BROWN ADVISORY INC | 223,820 | 12,160,000 | 1.24% | ||
| 17 | HighTower Advisors, LLC | 188,527 | 10,241,000 | 1.05% | ||
| 18 | GOLDMAN SACHS GROUP INC | 180,725 | 9,819,000 | 1.00% | ||
| 19 | Commonwealth Equity Services, Inc | 170,910 | 9,286,000 | 0.95% | ||
| 20 | First Personal Financial Services | 136,648 | 7,424,000 | 0.76% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 130,190 | 7,073,000 | 0.72% | ||
| 22 | ENVESTNET ASSET MANAGEMENT INC | 119,175 | 6,475,000 | 0.66% | ||
| 23 | Essex Financial Services, Inc. | 109,464 | 5,944,000 | 0.61% | ||
| 24 | Estate Counselors, LLC | 107,120 | 5,820,000 | 0.60% | ||
| 25 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 102,700 | 5,580,000 | 0.57% | ||
| 26 | Cetera Advisor Networks LLC | 89,576 | 4,867,000 | 0.50% | ||
| 27 | Eagle Capital Management, LLC | 81,949 | 4,452,000 | 0.46% | ||
| 28 | 10-15 ASSOCIATES, INC. | 81,781 | 4,443,000 | 0.45% | ||
| 29 | BAIRD FINANCIAL GROUP, INC. | 79,866 | 4,339,000 | 0.44% | ||
| 30 | Sigma Planning Corp | 78,559 | 4,268,000 | 0.44% | ||
| 31 | Janney Montgomery Scott LLC | 72,056 | 3,915,000 | 0.40% | ||
| 32 | TOTH FINANCIAL ADVISORY CORP | 69,103 | 3,754,000 | 0.38% | ||
| 33 | MSI Financial Services Inc | 67,207 | 3,651,000 | 0.37% | ||
| 34 | Concert Wealth Management Inc. | 66,919 | 3,635,000 | 0.37% | ||
| 35 | JANE STREET GROUP, LLC | 62,858 | 3,415,000 | 0.35% | ||
| 36 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 59,260 | 3,220,000 | 0.33% | ||
| 37 | STIFEL FINANCIAL CORP | 59,123 | 3,210,000 | 0.33% | ||
| 38 | EDMOND DE ROTHSCHILD HOLDING S.A. | 58,766 | 3,193,000 | 0.33% | ||
| 39 | ADVISOR GROUP, INC. | 58,380 | 3,172,000 | 0.32% | ||
| 40 | INVESTMENT CENTERS OF AMERICA INC | 57,979 | 3,152,000 | 0.32% | ||
| 41 | VALLEY NATIONAL ADVISERS INC | 39,882 | 2,167,000 | 0.22% | ||
| 42 | MACROVIEW INVESTMENT MANAGEMENT LLC | 35,510 | 1,929,000 | 0.20% | ||
| 43 | OPPENHEIMER & CO INC | 35,023 | 1,903,000 | 0.19% | ||
| 44 | Mariner, LLC | 35,030 | 1,903,000 | 0.19% | ||
| 45 | CITIGROUP INC | 33,317 | 1,810,000 | 0.19% | ||
| 46 | CARDAN CAPITAL PARTNERS, LLC | 33,063 | 1,796,000 | 0.18% | ||
| 47 | Private Advisor Group, LLC | 33,129 | 1,776,000 | 0.18% | ||
| 48 | WEDBUSH SECURITIES INC | 31,076 | 1,688,000 | 0.17% | ||
| 49 | NATIONAL PLANNING CORP | 31,291 | 1,637,000 | 0.17% | ||
| 50 | EDMOND DE ROTHSCHILD (SUISSE) S.A. | 29,310 | 1,592,000 | 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.
