| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 492,082 | 45,591,000 | 17.86% | ||
| 2 | 3D ASSET MANAGEMENT, INC | 344,804 | 31,946,000 | 12.51% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 277,580 | 25,717,000 | 10.07% | ||
| 4 | UBS Group AG | 244,089 | 22,615,000 | 8.86% | ||
| 5 | LPL Financial LLC | 161,256 | 14,940,000 | 5.85% | ||
| 6 | SUNTRUST BANKS INC | 142,055 | 13,160,000 | 5.15% | ||
| 7 | Raymond James Financial Services Advisors, Inc. | 134,795 | 12,489,000 | 4.89% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 108,787 | 10,079,000 | 3.95% | ||
| 9 | Gateway Advisory, LLC | 103,368 | 9,577,000 | 3.75% | ||
| 10 | AMERICAN INTERNATIONAL GROUP, INC. | 93,666 | 8,678,163 | 3.40% | ||
| 11 | WELLS FARGO & COMPANY/MN | 82,927 | 7,683,000 | 3.01% | ||
| 12 | BB&T SECURITIES, LLC | 5,029 | 4,659,000 | 1.82% | ||
| 13 | Commonwealth Equity Services, Inc | 43,265 | 4,009,000 | 1.57% | ||
| 14 | HighTower Advisors, LLC | 37,777 | 3,500,000 | 1.37% | ||
| 15 | Cambridge Investment Research Advisors, Inc. | 35,651 | 3,303,000 | 1.29% | ||
| 16 | JANE STREET GROUP, LLC | 33,018 | 3,059,000 | 1.20% | ||
| 17 | VICUS CAPITAL | 32,948 | 3,053,000 | 1.20% | ||
| 18 | Argentus Capital Management, LLC | 30,479 | 2,824,000 | 1.11% | ||
| 19 | Strategic Capital Alternatives LLC | 30,312 | 2,808,000 | 1.10% | ||
| 20 | Northeast Financial Consultants Inc | 24,320 | 2,253,000 | 0.88% | ||
| 21 | Placemark Investments, Inc. | 20,457 | 1,896,000 | 0.74% | ||
| 22 | Financial Architects, Inc | 18,785 | 1,740,000 | 0.68% | ||
| 23 | Virtu KCG Holdings LLC | 17,782 | 1,648,000 | 0.65% | ||
| 24 | Hefren-Tillotson, Inc. | 15,567 | 1,442,000 | 0.56% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 15,269 | 1,415,000 | 0.55% | ||
| 26 | Concert Wealth Management Inc. | 13,734 | 1,281,000 | 0.50% | ||
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,958 | 1,201,000 | 0.47% | ||
| 28 | CULBERTSON A N & CO INC | 11,948 | 1,107,000 | 0.43% | SH | |
| 29 | ROYAL BANK OF CANADA | 9,593 | 888,000 | 0.35% | ||
| 30 | PRIVATE TRUST CO NA | 8,922 | 826,000 | 0.32% | ||
| 31 | CITIGROUP INC | 8,616 | 798,000 | 0.31% | ||
| 32 | MSI Financial Services Inc | 8,542 | 791,000 | 0.31% | ||
| 33 | AMERIPRISE FINANCIAL INC | 6,485 | 601,000 | 0.24% | ||
| 34 | INVESTMENT CENTERS OF AMERICA INC | 6,387 | 591,000 | 0.23% | ||
| 35 | VSR Financial Services, Inc. | 6,334 | 587,000 | 0.23% | ||
| 36 | Freedom Investment Management, Inc. | 6,112 | 566,000 | 0.22% | ||
| 37 | JPMORGAN CHASE & CO | 5,476 | 507,000 | 0.20% | ||
| 38 | Atria Investments, Inc | 5,256 | 487,000 | 0.19% | ||
| 39 | B. Riley Wealth Advisors, Inc. | 5,055 | 468,000 | 0.18% | ||
| 40 | NEXT Financial Group, Inc | 4,890 | 453,000 | 0.18% | ||
| 41 | J.P. Morgan Private Wealth Advisors LLC | 4,870 | 451,000 | 0.18% | ||
| 42 | SVA Wealth Management, LLC | 4,724 | 438,000 | 0.17% | ||
| 43 | COBIZ WEALTH, LLC | 4,326 | 401,000 | 0.16% | ||
| 44 | D.A. DAVIDSON & CO. | 4,055 | 375,000 | 0.15% | ||
| 45 | USCA RIA LLC | 3,540 | 328,000 | 0.13% | ||
| 46 | HL FINANCIAL SERVICES LLC | 3,452 | 320,000 | 0.13% | ||
| 47 | M&T BANK CORP | 3,100 | 287,000 | 0.11% | ||
| 48 | RETIREMENT DESIGN & MANAGEMENT INC /ADV | 2,778 | 257,000 | 0.10% | ||
| 49 | BLB&B Advisors, LLC | 2,650 | 246,000 | 0.10% | ||
| 50 | Ruggie Capital Group | 2,455 | 222,000 | 0.09% |
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.
