| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 708,363 | 67,301,000 | 22.17% | ||
| 2 | 3D ASSET MANAGEMENT, INC | 324,769 | 30,856,000 | 10.17% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 296,657 | 28,185,000 | 9.29% | ||
| 4 | UBS Group AG | 281,588 | 26,754,000 | 8.81% | ||
| 5 | SUNTRUST BANKS INC | 192,614 | 18,299,000 | 6.03% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 181,552 | 17,249,000 | 5.68% | ||
| 7 | LPL Financial LLC | 164,495 | 15,533,000 | 5.12% | ||
| 8 | Gateway Advisory, LLC | 102,596 | 9,748,000 | 3.21% | ||
| 9 | Gradient Investments LLC | 95,433 | 9,067,000 | 2.99% | ||
| 10 | JANE STREET GROUP, LLC | 85,026 | 8,078,000 | 2.66% | ||
| 11 | Northeast Financial Consultants Inc | 84,052 | 7,986,000 | 2.63% | ||
| 12 | WELLS FARGO & COMPANY/MN | 70,787 | 6,726,000 | 2.22% | ||
| 13 | HighTower Advisors, LLC | 52,132 | 4,953,000 | 1.63% | ||
| 14 | Commonwealth Equity Services, Inc | 42,302 | 4,019,000 | 1.32% | ||
| 15 | VICUS CAPITAL | 34,719 | 3,299,000 | 1.09% | ||
| 16 | HRT FINANCIAL LP | 33,135 | 3,148,000 | 1.04% | ||
| 17 | Cambridge Investment Research Advisors, Inc. | 32,967 | 3,132,000 | 1.03% | ||
| 18 | Financial Architects, Inc | 30,227 | 2,872,000 | 0.95% | ||
| 19 | SG Americas Securities, LLC | 24,920 | 2,368,000 | 0.78% | ||
| 20 | Hefren-Tillotson, Inc. | 24,296 | 2,308,000 | 0.76% | ||
| 21 | Strategic Capital Alternatives LLC | 22,643 | 2,152,000 | 0.71% | ||
| 22 | CITADEL ADVISORS LLC | 21,955 | 2,086,000 | 0.69% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 20,972 | 1,993,000 | 0.66% | ||
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,319 | 1,931,000 | 0.64% | ||
| 25 | MSI Financial Services Inc | 18,645 | 1,771,000 | 0.58% | ||
| 26 | MANAGED ACCOUNT ADVISORS LLC | 17,776 | 1,689,000 | 0.56% | ||
| 27 | ROYAL BANK OF CANADA | 15,137 | 1,438,000 | 0.47% | ||
| 28 | Bank of New York Mellon Corp | 14,865 | 1,412,000 | 0.47% | ||
| 29 | Concert Wealth Management Inc. | 13,325 | 1,278,000 | 0.42% | ||
| 30 | INVESTMENT CENTERS OF AMERICA INC | 13,237 | 1,260,000 | 0.42% | ||
| 31 | CULBERTSON A N & CO INC | 12,911 | 1,226,000 | 0.40% | SH | |
| 32 | AMERICAN INTERNATIONAL GROUP, INC. | 10,957 | 1,041,049 | 0.34% | ||
| 33 | CITIGROUP INC | 10,054 | 955,000 | 0.31% | ||
| 34 | VOYA FINANCIAL ADVISORS, INC. | 9,492 | 899,000 | 0.30% | ||
| 35 | SVA Wealth Management, LLC | 9,263 | 880,000 | 0.29% | ||
| 36 | PRIVATE TRUST CO NA | 8,656 | 822,000 | 0.27% | ||
| 37 | BB&T SECURITIES, LLC | 8,448 | 802,000 | 0.26% | ||
| 38 | Private Advisor Group, LLC | 7,331 | 697,000 | 0.23% | ||
| 39 | Atria Investments, Inc | 6,102 | 580,000 | 0.19% | ||
| 40 | JPMORGAN CHASE & CO | 6,020 | 572,000 | 0.19% | ||
| 41 | COBIZ WEALTH, LLC | 6,018 | 572,000 | 0.19% | ||
| 42 | D.A. DAVIDSON & CO. | 5,776 | 548,000 | 0.18% | ||
| 43 | FDx Advisors, Inc. | 5,425 | 515,000 | 0.17% | ||
| 44 | Freedom Investment Management, Inc. | 5,173 | 492,000 | 0.16% | ||
| 45 | NEXT Financial Group, Inc | 5,090 | 483,000 | 0.16% | ||
| 46 | USCA RIA LLC | 4,460 | 424,000 | 0.14% | ||
| 47 | B. Riley Wealth Advisors, Inc. | 3,482 | 331,000 | 0.11% | ||
| 48 | M&T BANK CORP | 3,100 | 295,000 | 0.10% | ||
| 49 | Ruggie Capital Group | 2,796 | 262,000 | 0.09% | ||
| 50 | STIFEL FINANCIAL CORP | 2,671 | 251,000 | 0.08% |
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.
