| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 966,774 | 69,684,000 | 14.45% | ||
| 2 | UBS Group AG | 734,010 | 52,907,000 | 10.97% | ||
| 3 | WELLS FARGO & COMPANY/MN | 441,461 | 31,820,000 | 6.60% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 375,315 | 27,053,000 | 5.61% | ||
| 5 | BBVA USA Bancshares, Inc. | 294,172 | 21,204,000 | 4.40% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 292,920 | 20,619,000 | 4.28% | ||
| 7 | PALLADIUM PARTNERS LLC | 264,497 | 19,064,000 | 3.95% | ||
| 8 | LPL Financial LLC | 236,465 | 17,033,000 | 3.53% | ||
| 9 | Commonwealth Equity Services, Inc | 236,123 | 17,020,000 | 3.53% | ||
| 10 | Creative Planning | 141,085 | 10,169,000 | 2.11% | ||
| 11 | HENGEHOLD CAPITAL MANAGEMENT LLC | 137,206 | 9,890,000 | 2.05% | ||
| 12 | SVA Wealth Management, LLC | 126,304 | 9,104,000 | 1.89% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 119,169 | 8,590,000 | 1.78% | ||
| 14 | Parsec Financial Management, Inc. | 116,221 | 8,377,000 | 1.74% | ||
| 15 | GOLDMAN SACHS GROUP INC | 114,132 | 8,227,000 | 1.71% | ||
| 16 | GUPTA WEALTH MANAGEMENT LLC | 112,623 | 8,118,000 | 1.68% | ||
| 17 | ROYAL BANK OF CANADA | 96,302 | 6,942,000 | 1.44% | ||
| 18 | STARFIRE INVESTMENT ADVISERS, INC. | 91,674 | 6,607,861 | 1.37% | ||
| 19 | VICUS CAPITAL | 87,698 | 6,321,000 | 1.31% | ||
| 20 | ASSETMARK, INC | 80,841 | 5,827,000 | 1.21% | ||
| 21 | Jacobus Wealth Management, Inc. | 75,025 | 5,408,000 | 1.12% | ||
| 22 | Janney Montgomery Scott LLC | 74,086 | 5,340,000 | 1.11% | ||
| 23 | Opus Capital Group, LLC | 73,357 | 5,288,000 | 1.10% | ||
| 24 | Cambridge Investment Research Advisors, Inc. | 67,623 | 4,874,000 | 1.01% | ||
| 25 | Evanson Asset Management, LLC | 65,503 | 4,721,000 | 0.98% | ||
| 26 | BB&T SECURITIES, LLC | 5,866 | 4,228,000 | 0.88% | ||
| 27 | BEACON FINANCIAL GROUP | 56,196 | 4,061,000 | 0.84% | ||
| 28 | Valentine Capital Asset Management, Inc. | 53,175 | 3,833,000 | 0.79% | ||
| 29 | COBIZ WEALTH, LLC | 50,662 | 3,652,000 | 0.76% | ||
| 30 | EisnerAmper Wealth Management Corporate Benefits, LLC | 41,109 | 2,963,000 | 0.61% | ||
| 31 | HUNTINGTON NATIONAL BANK | 38,194 | 2,753,000 | 0.57% | ||
| 32 | JPMORGAN CHASE & CO | 35,087 | 2,529,000 | 0.52% | ||
| 33 | CFO4Life, L.P. | 34,759 | 2,505,000 | 0.52% | ||
| 34 | FINANCIAL COUNSELORS INC | 29,996 | 2,162,000 | 0.45% | ||
| 35 | INSPIRION WEALTH ADVISORS, LLC | 29,521 | 2,128,000 | 0.44% | ||
| 36 | SPINNAKER TRUST | 29,424 | 2,121,000 | 0.44% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 28,189 | 2,032,000 | 0.42% | ||
| 38 | Whitnell & Co. | 27,498 | 1,982,000 | 0.41% | ||
| 39 | Live Your Vision, LLC | 25,018 | 1,803,000 | 0.37% | ||
| 40 | Capital Analysts, LLC | 24,877 | 1,793,185 | 0.37% | ||
| 41 | SG Americas Securities, LLC | 24,434 | 1,761,000 | 0.37% | ||
| 42 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 24,219 | 1,746,000 | 0.36% | ||
| 43 | PNC FINANCIAL SERVICES GROUP, INC. | 22,750 | 1,640,000 | 0.34% | ||
| 44 | Dakota Wealth Management | 22,251 | 1,604,000 | 0.33% | ||
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,900 | 1,579,000 | 0.33% | Put | |
| 46 | RAND WEALTH, LLC | 21,709 | 1,565,000 | 0.32% | ||
| 47 | STIFEL FINANCIAL CORP | 21,293 | 1,535,000 | 0.32% | ||
| 48 | Invesco Ltd. | 21,159 | 1,525,000 | 0.32% | ||
| 49 | OPTIMUM INVESTMENT ADVISORS | 20,928 | 1,508,000 | 0.31% | ||
| 50 | Aspen Investment Management Inc | 20,877 | 1,505,000 | 0.31% |
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.
