| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,266,809 | 100,217,000 | 9.59% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,196,063 | 96,523,000 | 9.24% | ||
| 3 | MORGAN STANLEY | 1,052,531 | 84,940,000 | 8.13% | ||
| 4 | WELLS FARGO & COMPANY/MN | 932,516 | 75,254,000 | 7.20% | ||
| 5 | UBS Group AG | 795,160 | 64,169,000 | 6.14% | ||
| 6 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 667,558 | 53,872,000 | 5.16% | ||
| 7 | Marquette Asset Management, LLC | 463,284 | 37,387,000 | 3.58% | ||
| 8 | Kiwi Wealth Investments Limited Partnership | 447,649 | 36,125,000 | 3.46% | ||
| 9 | WELL DONE, LLC | 401,121 | 32,370,000 | 3.10% | ||
| 10 | Commonwealth Equity Services, Inc | 374,964 | 30,260,000 | 2.90% | ||
| 11 | Janney Capital Management LLC | 296,082 | 23,894,000 | 2.29% | ||
| 12 | New England Private Wealth Advisors LLC | 270,834 | 21,857,000 | 2.09% | ||
| 13 | HighTower Advisors, LLC | 240,889 | 19,426,000 | 1.86% | ||
| 14 | CUTLER INVESTMENT COUNSEL LLC | 236,862 | 19,115,000 | 1.83% | ||
| 15 | WealthTrust-Arizona, LLC | 235,139 | 18,975,000 | 1.82% | ||
| 16 | HENGEHOLD CAPITAL MANAGEMENT LLC | 225,089 | 18,165,000 | 1.74% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 215,276 | 17,373,000 | 1.66% | ||
| 18 | BANK OF STOCKTON | 213,621 | 17,239,000 | 1.65% | ||
| 19 | FORTE CAPITAL LLC /ADV | 212,940 | 17,184,000 | 1.64% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 201,171 | 16,234,000 | 1.55% | ||
| 21 | Paracle Advisors, LLC | 177,119 | 14,293,000 | 1.37% | ||
| 22 | RAYMOND JAMES & ASSOCIATES | 174,311 | 14,067,000 | 1.35% | ||
| 23 | Cordasco Financial Network | 170,279 | 13,742,000 | 1.32% | ||
| 24 | FINANCIAL CONSULATE, INC | 136,757 | 11,036,000 | 1.06% | ||
| 25 | MSI Financial Services Inc | 129,510 | 10,451,000 | 1.00% | ||
| 26 | ROYAL BANK OF CANADA | 129,480 | 10,449,000 | 1.00% | ||
| 27 | LAZARD ASSET MANAGEMENT LLC | 119,489 | 9,642,000 | 0.92% | ||
| 28 | REZNY WEALTH MANAGEMENT, INC. | 99,219 | 8,006,000 | 0.77% | ||
| 29 | ENVESTNET ASSET MANAGEMENT INC | 95,135 | 7,677,000 | 0.73% | ||
| 30 | Sequoia Financial Advisors, LLC | 94,628 | 7,636,000 | 0.73% | ||
| 31 | AMERIPRISE FINANCIAL INC | 92,058 | 7,429,000 | 0.71% | ||
| 32 | AMERICAN INTERNATIONAL GROUP, INC. | 91,664 | 7,398,000 | 0.71% | ||
| 33 | Calamos Wealth Management LLC | 91,244 | 7,363,000 | 0.70% | ||
| 34 | Financial Architects, Inc | 89,201 | 7,199,000 | 0.69% | ||
| 35 | SHINE INVESTMENT ADVISORY SERVICES INC | 74,117 | 5,981,000 | 0.57% | ||
| 36 | SPC Financial, Inc. | 73,015 | 5,892,000 | 0.56% | ||
| 37 | Peregrine Asset Advisers, Inc. | 66,265 | 5,348,000 | 0.51% | ||
| 38 | AVIANCE CAPITAL MANAGEMENT, LLC | 64,246 | 5,185,000 | 0.50% | ||
| 39 | CITADEL ADVISORS LLC | 59,862 | 4,831,000 | 0.46% | ||
| 40 | STIFEL FINANCIAL CORP | 54,365 | 4,387,000 | 0.42% | ||
| 41 | INVESTMENT CENTERS OF AMERICA INC | 45,302 | 3,658,000 | 0.35% | ||
| 42 | Cambridge Investment Research Advisors, Inc. | 45,249 | 3,652,000 | 0.35% | ||
| 43 | CIBC Private Wealth Group LLC | 40,596 | 3,276,000 | 0.31% | ||
| 44 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 39,860 | 3,217,000 | 0.31% | ||
| 45 | Stratos Wealth Partners, LTD. | 37,543 | 3,030,000 | 0.29% | ||
| 46 | NATIONAL PLANNING CORP | 39,864 | 2,807,000 | 0.27% | ||
| 47 | SII INVESTMENTS INC/WI | 28,637 | 2,317,000 | 0.22% | ||
| 48 | DAVENPORT & Co LLC | 27,420 | 2,212,794 | 0.21% | ||
| 49 | JPMORGAN CHASE & CO | 27,020 | 2,181,000 | 0.21% | ||
| 50 | Jaffetilchin Investment Partners, LLC | 25,324 | 2,044,000 | 0.20% |
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.
