| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,098,694 | 202,393,000 | 12.82% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,613,003 | 178,410,000 | 11.30% | ||
| 3 | UBS Group AG | 2,914,059 | 143,896,000 | 9.11% | ||
| 4 | LPL Financial LLC | 1,832,664 | 90,369,000 | 5.72% | ||
| 5 | Stadion Money Management, LLC | 1,798,467 | 88,808,000 | 5.63% | ||
| 6 | WELLS FARGO & COMPANY/MN | 1,609,612 | 79,483,000 | 5.03% | ||
| 7 | Orion Porfolio Solutions, LLC | 1,287,086 | 63,556,000 | 4.03% | ||
| 8 | BRINKER CAPITAL INC | 939,940 | 46,414,000 | 2.94% | ||
| 9 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 932,246 | 45,984,000 | 2.91% | ||
| 10 | ENVESTNET ASSET MANAGEMENT INC | 823,903 | 40,684,000 | 2.58% | ||
| 11 | Cambridge Investment Research Advisors, Inc. | 669,757 | 33,073,000 | 2.09% | ||
| 12 | McNamara Financial Services, Inc. | 646,348 | 31,917,000 | 2.02% | ||
| 13 | Commonwealth Equity Services, Inc | 584,825 | 28,879,000 | 1.83% | ||
| 14 | STATE STREET CORP | 574,869 | 28,388,000 | 1.80% | ||
| 15 | TD Capital Management LLC | 568,698 | 28,082,000 | 1.78% | ||
| 16 | NOTTINGHAM ADVISORS, INC. | 541,136 | 26,299,000 | 1.67% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 521,719 | 25,762,000 | 1.63% | ||
| 18 | Horizon Investments, LLC | 503,787 | 24,877,000 | 1.58% | ||
| 19 | ROYAL BANK OF CANADA | 376,646 | 18,599,000 | 1.18% | ||
| 20 | CWH Capital Management, Inc. | 348,570 | 17,212,000 | 1.09% | ||
| 21 | GFS Advisors, LLC | 783,952 | 15,876,000 | 1.01% | ||
| 22 | USCA RIA LLC | 783,952 | 15,876,000 | 1.01% | ||
| 23 | Composition Wealth, LLC | 279,860 | 13,819,000 | 0.88% | ||
| 24 | Bouchey Financial Group Ltd | 275,219 | 13,590,000 | 0.86% | ||
| 25 | Gemmer Asset Management LLC | 228,497 | 11,283,000 | 0.71% | ||
| 26 | AFFINITY WEALTH MANAGEMENT LLC | 216,898 | 10,710,000 | 0.68% | ||
| 27 | Swan Global Investments, LLC | 208,620 | 10,285,000 | 0.65% | ||
| 28 | TMD & ASSOCIATES, INC | 206,930 | 10,218,000 | 0.65% | ||
| 29 | Beaumont Financial Partners, LLC | 200,896 | 9,920,000 | 0.63% | ||
| 30 | CYPRESS WEALTH ADVISORS LLC | 200,339 | 9,893,000 | 0.63% | ||
| 31 | Steinberg Global Asset Management | 194,843 | 9,621,000 | 0.61% | ||
| 32 | VICUS CAPITAL | 188,255 | 9,296,000 | 0.59% | ||
| 33 | MSI Financial Services Inc | 162,511 | 8,025,000 | 0.51% | ||
| 34 | Braver Wealth Management, LLC | 161,556 | 7,978,000 | 0.51% | ||
| 35 | Quadrant Capital Management, LLC | 159,838 | 7,893,000 | 0.50% | ||
| 36 | AVIANCE CAPITAL MANAGEMENT, LLC | 156,181 | 7,712,000 | 0.49% | ||
| 37 | Canal Capital Management, LLC | 149,860 | 7,400,000 | 0.47% | ||
| 38 | CARDAN CAPITAL PARTNERS, LLC | 138,074 | 6,818,000 | 0.43% | ||
| 39 | Community Bank, N.A. | 135,775 | 6,705,000 | 0.42% | ||
| 40 | Alpha Cubed Investments, LLC | 126,770 | 6,260,000 | 0.40% | ||
| 41 | ARBOR WEALTH MANAGEMENT, LLC | 122,652 | 6,065,000 | 0.38% | ||
| 42 | TCV Trust & Wealth Management, Inc. | 120,826 | 5,967,000 | 0.38% | ||
| 43 | Raymond James Financial Services Advisors, Inc. | 120,033 | 5,927,000 | 0.38% | ||
| 44 | JPMORGAN CHASE & CO | 115,470 | 5,702,000 | 0.36% | ||
| 45 | Baker Avenue Asset Management, LP | 109,203 | 5,392,000 | 0.34% | ||
| 46 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 82,131 | 4,033,000 | 0.26% | ||
| 47 | NewSquare Capital LLC | 81,295 | 4,014,000 | 0.25% | ||
| 48 | CORNERSTONE FINANCIAL PARTNERS, LLC | 75,796 | 3,744,000 | 0.24% | ||
| 49 | Occidental Asset Management, LLC | 73,111 | 3,610,000 | 0.23% | ||
| 50 | Atria Investments, Inc | 67,838 | 3,350,000 | 0.21% |
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.
