| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,814,115 | 291,811,000 | 15.37% | ||
| 2 | UBS Group AG | 4,372,303 | 219,446,000 | 11.56% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 4,036,557 | 202,595,000 | 10.67% | ||
| 4 | WELLS FARGO & COMPANY/MN | 2,338,057 | 117,347,000 | 6.18% | ||
| 5 | LPL Financial LLC | 1,314,650 | 65,719,000 | 3.46% | ||
| 6 | Orion Porfolio Solutions, LLC | 1,151,636 | 57,800,000 | 3.04% | ||
| 7 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,030,215 | 51,707,000 | 2.72% | ||
| 8 | Janney Capital Management LLC | 896,176 | 44,979,000 | 2.37% | ||
| 9 | BRINKER CAPITAL INC | 866,518 | 43,491,000 | 2.29% | ||
| 10 | Commonwealth Equity Services, Inc | 825,252 | 41,419,000 | 2.18% | ||
| 11 | ALLIANCE WEALTH MANAGEMENT GROUP | 748,889 | 37,583,000 | 1.98% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 725,875 | 36,432,000 | 1.92% | ||
| 13 | Composition Wealth, LLC | 721,475 | 36,211,000 | 1.91% | ||
| 14 | Cambridge Investment Research Advisors, Inc. | 701,451 | 35,206,000 | 1.85% | ||
| 15 | McNamara Financial Services, Inc. | 670,262 | 33,640,000 | 1.77% | ||
| 16 | TD Capital Management LLC | 648,968 | 32,572,000 | 1.72% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 611,960 | 30,714,000 | 1.62% | ||
| 18 | MSI Financial Services Inc | 580,394 | 29,130,000 | 1.53% | ||
| 19 | NOTTINGHAM ADVISORS, INC. | 566,104 | 28,413,000 | 1.50% | ||
| 20 | STATE STREET CORP | 557,446 | 27,977,000 | 1.47% | ||
| 21 | CWH Capital Management, Inc. | 382,971 | 19,221,000 | 1.01% | ||
| 22 | ROYAL BANK OF CANADA | 361,120 | 18,124,000 | 0.95% | ||
| 23 | Bouchey Financial Group Ltd | 326,463 | 16,385,000 | 0.86% | ||
| 24 | Swan Global Investments, LLC | 283,601 | 14,251,000 | 0.75% | ||
| 25 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 273,392 | 13,722,000 | 0.72% | ||
| 26 | Aft, Forsyth & Sober, LLC | 268,400 | 13,471,000 | 0.71% | ||
| 27 | TMD & ASSOCIATES, INC | 264,341 | 13,267,000 | 0.70% | ||
| 28 | Gemmer Asset Management LLC | 247,402 | 12,417,000 | 0.65% | ||
| 29 | CYPRESS WEALTH ADVISORS LLC | 241,856 | 12,139,000 | 0.64% | ||
| 30 | Quadrant Capital Management, LLC | 234,133 | 11,751,000 | 0.62% | ||
| 31 | NewSquare Capital LLC | 233,596 | 11,724,000 | 0.62% | ||
| 32 | Steinberg Global Asset Management | 223,404 | 11,213,000 | 0.59% | ||
| 33 | VICUS CAPITAL | 221,062 | 11,095,000 | 0.58% | ||
| 34 | AVIANCE CAPITAL MANAGEMENT, LLC | 210,314 | 10,556,000 | 0.56% | ||
| 35 | Braver Wealth Management, LLC | 203,657 | 10,222,000 | 0.54% | ||
| 36 | Yorktown Management & Research Co Inc | 187,000 | 9,385,000 | 0.49% | ||
| 37 | Raymond James Financial Services Advisors, Inc. | 181,859 | 9,128,000 | 0.48% | ||
| 38 | Alpha Cubed Investments, LLC | 171,163 | 8,591,000 | 0.45% | ||
| 39 | Canal Capital Management, LLC | 163,522 | 8,207,000 | 0.43% | ||
| 40 | Beaumont Financial Partners, LLC | 154,963 | 7,777,000 | 0.41% | ||
| 41 | CARDAN CAPITAL PARTNERS, LLC | 152,547 | 7,656,000 | 0.40% | ||
| 42 | AFFINITY WEALTH MANAGEMENT LLC | 150,336 | 7,545,000 | 0.40% | ||
| 43 | ARBOR WEALTH MANAGEMENT, LLC | 147,018 | 7,330,000 | 0.39% | ||
| 44 | ADVISOR GROUP, INC. | 143,270 | 7,191,000 | 0.38% | ||
| 45 | Community Bank, N.A. | 137,735 | 6,912,000 | 0.36% | ||
| 46 | S. R. Schill & Associates | 134,001 | 6,726,000 | 0.35% | ||
| 47 | Janney Montgomery Scott LLC | 122,966 | 6,172,000 | 0.33% | ||
| 48 | TCV Trust & Wealth Management, Inc. | 119,382 | 5,992,000 | 0.32% | ||
| 49 | JPMORGAN CHASE & CO | 115,087 | 5,776,000 | 0.30% | ||
| 50 | CORNERSTONE FINANCIAL PARTNERS, LLC | 108,351 | 5,429,000 | 0.29% |
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.
