| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 6,331,727 | 306,391,000 | 15.10% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 4,206,364 | 203,546,000 | 10.03% | ||
| 3 | UBS Group AG | 3,932,446 | 190,291,000 | 9.38% | ||
| 4 | WELLS FARGO & COMPANY/MN | 2,386,452 | 115,480,000 | 5.69% | ||
| 5 | CAPITAL ADVISORS INC/OK | 1,504,501 | 72,803,000 | 3.59% | ||
| 6 | LPL Financial LLC | 1,311,866 | 63,521,000 | 3.13% | ||
| 7 | Orion Porfolio Solutions, LLC | 1,067,111 | 51,637,000 | 2.55% | ||
| 8 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,000,823 | 48,516,000 | 2.39% | ||
| 9 | Commonwealth Equity Services, Inc | 945,546 | 45,755,000 | 2.26% | ||
| 10 | Janney Capital Management LLC | 848,620 | 41,064,000 | 2.02% | ||
| 11 | Horizon Investments, LLC | 818,376 | 39,602,000 | 1.95% | ||
| 12 | BRINKER CAPITAL INC | 774,335 | 37,534,000 | 1.85% | ||
| 13 | Cambridge Investment Research Advisors, Inc. | 710,997 | 34,405,000 | 1.70% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 702,147 | 33,979,000 | 1.68% | ||
| 15 | McNamara Financial Services, Inc. | 697,902 | 33,771,000 | 1.66% | ||
| 16 | Composition Wealth, LLC | 695,393 | 33,650,000 | 1.66% | ||
| 17 | ALLIANCE WEALTH MANAGEMENT GROUP | 689,483 | 33,367,000 | 1.64% | ||
| 18 | STATE STREET CORP | 574,292 | 27,790,000 | 1.37% | ||
| 19 | NOTTINGHAM ADVISORS, INC. | 572,510 | 27,704,000 | 1.37% | ||
| 20 | MSI Financial Services Inc | 534,854 | 25,882,000 | 1.28% | ||
| 21 | RAYMOND JAMES & ASSOCIATES | 481,248 | 23,288,000 | 1.15% | ||
| 22 | TD Capital Management LLC | 477,381 | 23,100,000 | 1.14% | ||
| 23 | ROYAL BANK OF CANADA | 401,117 | 19,410,000 | 0.96% | ||
| 24 | PAGNATOKARP PARTNERS LLC | 391,535 | 18,986,000 | 0.94% | ||
| 25 | Swan Global Investments, LLC | 305,400 | 14,784,000 | 0.73% | ||
| 26 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 299,561 | 14,496,000 | 0.71% | ||
| 27 | Bouchey Financial Group Ltd | 288,054 | 13,939,000 | 0.69% | ||
| 28 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 281,032 | 13,599,000 | 0.67% | ||
| 29 | HighTower Advisors, LLC | 273,100 | 13,219,000 | 0.65% | ||
| 30 | TMD & ASSOCIATES, INC | 252,970 | 12,241,000 | 0.60% | ||
| 31 | Aft, Forsyth & Sober, LLC | 248,800 | 12,039,000 | 0.59% | ||
| 32 | 3EDGE ASSET MANAGEMENT, LP | 245,700 | 11,890,000 | 0.59% | ||
| 33 | NewSquare Capital LLC | 244,170 | 11,815,000 | 0.58% | ||
| 34 | VICUS CAPITAL | 234,471 | 11,346,000 | 0.56% | ||
| 35 | PACIFIC CENTER FOR FINANCIAL SERVICES | 223,998 | 10,839,000 | 0.53% | ||
| 36 | Steinberg Global Asset Management | 215,463 | 10,426,000 | 0.51% | ||
| 37 | Alpha Cubed Investments, LLC | 207,342 | 10,033,000 | 0.49% | ||
| 38 | Braver Wealth Management, LLC | 196,187 | 9,493,000 | 0.47% | ||
| 39 | S. R. Schill & Associates | 189,651 | 9,177,000 | 0.45% | ||
| 40 | Gemmer Asset Management LLC | 189,220 | 9,156,000 | 0.45% | ||
| 41 | Occidental Asset Management, LLC | 183,050 | 8,858,000 | 0.44% | ||
| 42 | Beaumont Financial Partners, LLC | 181,821 | 8,798,000 | 0.43% | ||
| 43 | Yorktown Management & Research Co Inc | 180,000 | 8,710,000 | 0.43% | ||
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 172,328 | 8,339,000 | 0.41% | ||
| 45 | Canal Capital Management, LLC | 161,733 | 7,826,000 | 0.39% | ||
| 46 | CARDAN CAPITAL PARTNERS, LLC | 157,196 | 7,607,000 | 0.38% | ||
| 47 | ADVISOR GROUP, INC. | 154,063 | 7,455,000 | 0.37% | ||
| 48 | ARBOR WEALTH MANAGEMENT, LLC | 145,619 | 7,112,000 | 0.35% | ||
| 49 | JANE STREET GROUP, LLC | 146,511 | 7,090,000 | 0.35% | ||
| 50 | CYPRESS WEALTH ADVISORS LLC | 140,368 | 6,792,000 | 0.33% |
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.
