| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,749,640 | 237,102,000 | 14.32% | ||
| 2 | UBS Group AG | 4,033,207 | 201,338,000 | 12.16% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 3,868,050 | 193,093,000 | 11.66% | ||
| 4 | WELLS FARGO & COMPANY/MN | 1,753,029 | 87,512,000 | 5.29% | ||
| 5 | Orion Porfolio Solutions, LLC | 1,215,000 | 60,653,000 | 3.66% | ||
| 6 | LPL Financial LLC | 1,146,587 | 57,387,000 | 3.47% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 986,857 | 49,179,000 | 2.97% | ||
| 8 | Janney Capital Management LLC | 939,831 | 46,916,000 | 2.83% | ||
| 9 | BRINKER CAPITAL INC | 922,027 | 46,028,000 | 2.78% | ||
| 10 | Commonwealth Equity Services, Inc | 737,298 | 36,806,000 | 2.22% | ||
| 11 | Cambridge Investment Research Advisors, Inc. | 693,864 | 34,638,000 | 2.09% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 684,412 | 34,166,000 | 2.06% | ||
| 13 | McNamara Financial Services, Inc. | 656,625 | 32,779,000 | 1.98% | ||
| 14 | TD Capital Management LLC | 617,261 | 30,814,000 | 1.86% | ||
| 15 | STATE STREET CORP | 600,524 | 29,978,000 | 1.81% | ||
| 16 | NOTTINGHAM ADVISORS, INC. | 566,789 | 28,294,000 | 1.71% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 559,225 | 27,917,000 | 1.69% | ||
| 18 | Horizon Investments, LLC | 515,704 | 25,744,000 | 1.56% | ||
| 19 | ALLIANCE WEALTH MANAGEMENT GROUP | 454,080 | 22,671,000 | 1.37% | ||
| 20 | MSI Financial Services Inc | 383,188 | 19,129,000 | 1.16% | ||
| 21 | CWH Capital Management, Inc. | 372,091 | 18,575,000 | 1.12% | ||
| 22 | Bouchey Financial Group Ltd | 298,443 | 14,898,000 | 0.90% | ||
| 23 | ROYAL BANK OF CANADA | 294,427 | 14,698,000 | 0.89% | ||
| 24 | Gemmer Asset Management LLC | 247,152 | 12,338,000 | 0.75% | ||
| 25 | Swan Global Investments, LLC | 240,645 | 12,001,000 | 0.72% | ||
| 26 | AFFINITY WEALTH MANAGEMENT LLC | 224,375 | 11,201,000 | 0.68% | ||
| 27 | NewSquare Capital LLC | 218,424 | 10,904,000 | 0.66% | ||
| 28 | TMD & ASSOCIATES, INC | 214,888 | 10,727,000 | 0.65% | ||
| 29 | VICUS CAPITAL | 210,149 | 10,491,000 | 0.63% | ||
| 30 | Steinberg Global Asset Management | 207,101 | 10,338,000 | 0.62% | ||
| 31 | Braver Wealth Management, LLC | 192,828 | 9,626,000 | 0.58% | ||
| 32 | Quadrant Capital Management, LLC | 184,448 | 9,208,000 | 0.56% | ||
| 33 | AVIANCE CAPITAL MANAGEMENT, LLC | 182,669 | 9,119,000 | 0.55% | ||
| 34 | CYPRESS WEALTH ADVISORS LLC | 179,198 | 8,946,000 | 0.54% | ||
| 35 | Beaumont Financial Partners, LLC | 155,145 | 7,744,000 | 0.47% | ||
| 36 | Canal Capital Management, LLC | 153,433 | 7,659,000 | 0.46% | ||
| 37 | CARDAN CAPITAL PARTNERS, LLC | 145,422 | 7,259,000 | 0.44% | ||
| 38 | ARBOR WEALTH MANAGEMENT, LLC | 139,617 | 6,982,000 | 0.42% | ||
| 39 | Community Bank, N.A. | 138,035 | 6,889,000 | 0.42% | ||
| 40 | S. R. Schill & Associates | 134,341 | 6,706,000 | 0.41% | ||
| 41 | Raymond James Financial Services Advisors, Inc. | 129,624 | 6,471,000 | 0.39% | ||
| 42 | Alpha Cubed Investments, LLC | 123,372 | 6,159,000 | 0.37% | ||
| 43 | TCV Trust & Wealth Management, Inc. | 120,576 | 6,020,000 | 0.36% | ||
| 44 | JPMORGAN CHASE & CO | 118,733 | 5,927,000 | 0.36% | ||
| 45 | ADVISOR GROUP, INC. | 113,278 | 5,652,000 | 0.34% | ||
| 46 | CORNERSTONE FINANCIAL PARTNERS, LLC | 99,217 | 4,951,000 | 0.30% | ||
| 47 | HighTower Advisors, LLC | 92,172 | 4,599,000 | 0.28% | ||
| 48 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 84,116 | 4,199,000 | 0.25% | ||
| 49 | Occidental Asset Management, LLC | 81,330 | 4,060,000 | 0.25% | ||
| 50 | Advisors Preferred, LLC | 78,863 | 3,934,000 | 0.24% |
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.
