| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Services Advisors, Inc. | 246,035 | 28,904,000 | 15.18% | ||
| 2 | MORGAN STANLEY | 236,347 | 27,766,000 | 14.59% | ||
| 3 | UBS Group AG | 105,634 | 12,410,000 | 6.52% | ||
| 4 | LPL Financial LLC | 90,011 | 10,574,000 | 5.55% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 88,179 | 10,359,000 | 5.44% | ||
| 6 | AMERIPRISE FINANCIAL INC | 86,775 | 10,194,000 | 5.36% | ||
| 7 | Commonwealth Equity Services, Inc | 84,936 | 9,978,000 | 5.24% | ||
| 8 | WELLS FARGO & COMPANY/MN | 79,019 | 9,283,000 | 4.88% | ||
| 9 | BRIDGEWORTH, LLC | 67,093 | 7,893,000 | 4.15% | ||
| 10 | FDx Advisors, Inc. | 40,405 | 4,747,000 | 2.49% | ||
| 11 | BESSEMER GROUP INC | 36,064 | 4,237,000 | 2.23% | ||
| 12 | TEXAS CAPITAL BANCSHARES INC/TX | 32,749 | 3,847,000 | 2.02% | ||
| 13 | STATE STREET CORP | 31,747 | 3,730,000 | 1.96% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 30,138 | 3,541,000 | 1.86% | ||
| 15 | SUN LIFE FINANCIAL INC | 28,353 | 3,331,000 | 1.75% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 19,456 | 2,285,000 | 1.20% | ||
| 17 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 15,455 | 1,866,000 | 0.98% | ||
| 18 | Cambridge Investment Research Advisors, Inc. | 15,345 | 1,803,000 | 0.95% | ||
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14,217 | 1,670,000 | 0.88% | ||
| 20 | CETERA INVESTMENT ADVISERS | 14,191 | 1,667,000 | 0.88% | ||
| 21 | Cetera Advisors LLC | 14,191 | 1,667,000 | 0.88% | ||
| 22 | CAPTRUST FINANCIAL ADVISORS | 13,884 | 1,636,000 | 0.86% | ||
| 23 | Private Advisor Group, LLC | 12,926 | 1,518,000 | 0.80% | ||
| 24 | ROYAL BANK OF CANADA | 12,545 | 1,473,000 | 0.77% | ||
| 25 | KEYBANK NATIONAL ASSOCIATION/OH | 11,822 | 1,389,000 | 0.73% | ||
| 26 | Waverly Advisors, LLC | 9,812 | 1,153,000 | 0.61% | ||
| 27 | Marble Harbor Investment Counsel, LLC | 9,510 | 1,117,000 | 0.59% | ||
| 28 | LEVEL FOUR ADVISORY SERVICES, LLC | 9,481 | 1,082,000 | 0.57% | ||
| 29 | NAPLES GLOBAL ADVISORS, LLC | 9,035 | 1,061,000 | 0.56% | ||
| 30 | FLOW TRADERS U.S. LLC | 8,285 | 973,000 | 0.51% | ||
| 31 | JANE STREET GROUP, LLC | 8,216 | 965,000 | 0.51% | ||
| 32 | Coastline Trust Co | 7,970 | 936,000 | 0.49% | ||
| 33 | HBK Sorce Advisory LLC | 7,731 | 908,000 | 0.48% | ||
| 34 | FIRST NATIONAL BANK OF OMAHA | 7,500 | 881,000 | 0.46% | ||
| 35 | Bartlett & Co. LLC | 7,285 | 856,000 | 0.45% | ||
| 36 | CORNERSTONE WEALTH MANAGEMENT, LLC | 6,571 | 774,000 | 0.41% | ||
| 37 | ADVISOR GROUP, INC. | 6,055 | 712,000 | 0.37% | ||
| 38 | INVESTMENT CENTERS OF AMERICA INC | 5,924 | 695,000 | 0.37% | ||
| 39 | LifePlan Financial Group, Inc | 5,826 | 684,000 | 0.36% | ||
| 40 | Veritable, L.P. | 5,635 | 662,000 | 0.35% | ||
| 41 | MML INVESTORS SERVICES, INC. | 5,393 | 634,000 | 0.33% | ||
| 42 | TRAIN BABCOCK ADVISORS LLC | 5,045 | 593,000 | 0.31% | ||
| 43 | WELLESLEY INVESTMENT PARTNERS, LLC | 5,045 | 592,000 | 0.31% | ||
| 44 | Dorsey & Whitney Trust CO LLC | 4,740 | 557,000 | 0.29% | ||
| 45 | COMERICA BANK | 4,637 | 555,000 | 0.29% | ||
| 46 | FLAGSHIP HARBOR ADVISORS, LLC | 4,674 | 550,000 | 0.29% | ||
| 47 | Timber Hill LLC | 4,402 | 517,000 | 0.27% | ||
| 48 | NATIONAL PLANNING CORP | 4,170 | 493,000 | 0.26% | ||
| 49 | VANGUARD GROUP INC | 3,479 | 409,000 | 0.21% | ||
| 50 | Mariner, LLC | 3,275 | 385,000 | 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.
