| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 687,491 | 59,070,000 | 19.80% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 368,592 | 31,669,000 | 10.62% | ||
| 3 | 3D ASSET MANAGEMENT, INC | 321,074 | 27,587,000 | 9.25% | ||
| 4 | UBS Group AG | 298,096 | 25,612,000 | 8.59% | ||
| 5 | SUNTRUST BANKS INC | 227,566 | 19,551,000 | 6.55% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 196,341 | 16,870,000 | 5.66% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 115,603 | 9,933,000 | 3.33% | ||
| 8 | Northeast Financial Consultants Inc | 106,982 | 9,192,000 | 3.08% | ||
| 9 | Gateway Advisory, LLC | 100,160 | 8,606,000 | 2.89% | ||
| 10 | Gradient Investments LLC | 98,537 | 8,466,000 | 2.84% | ||
| 11 | LPL Financial LLC | 88,483 | 7,872,000 | 2.64% | ||
| 12 | Atria Investments, Inc | 644 | 7,492,000 | 2.51% | ||
| 13 | WELLS FARGO & COMPANY/MN | 76,835 | 6,602,000 | 2.21% | ||
| 14 | HighTower Advisors, LLC | 53,742 | 4,613,000 | 1.55% | ||
| 15 | VICUS CAPITAL | 32,582 | 3,909,000 | 1.31% | ||
| 16 | Commonwealth Equity Services, Inc | 44,462 | 3,820,000 | 1.28% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 42,428 | 3,645,000 | 1.22% | ||
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38,952 | 3,347,000 | 1.12% | ||
| 19 | AMERICAN INTERNATIONAL GROUP, INC. | 38,354 | 3,296,000 | 1.10% | ||
| 20 | Cambridge Investment Research Advisors, Inc. | 32,080 | 2,756,000 | 0.92% | ||
| 21 | Financial Architects, Inc | 30,469 | 2,618,000 | 0.88% | ||
| 22 | Bank of New York Mellon Corp | 26,629 | 2,288,000 | 0.77% | ||
| 23 | CITADEL ADVISORS LLC | 25,125 | 2,159,000 | 0.72% | ||
| 24 | Hefren-Tillotson, Inc. | 24,486 | 2,103,000 | 0.71% | ||
| 25 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 24,214 | 2,080,000 | 0.70% | ||
| 26 | Strategic Capital Alternatives LLC | 22,808 | 1,959,000 | 0.66% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 21,576 | 1,853,000 | 0.62% | ||
| 28 | JANE STREET GROUP, LLC | 18,919 | 1,626,000 | 0.55% | ||
| 29 | ROYAL BANK OF CANADA | 15,199 | 1,306,000 | 0.44% | ||
| 30 | MSI Financial Services Inc | 13,326 | 1,145,000 | 0.38% | ||
| 31 | Concert Wealth Management Inc. | 13,040 | 1,118,000 | 0.37% | ||
| 32 | CULBERTSON A N & CO INC | 12,473 | 1,072,000 | 0.36% | SH | |
| 33 | INVESTMENT CENTERS OF AMERICA INC | 11,554 | 994,000 | 0.33% | ||
| 34 | SVA Wealth Management, LLC | 10,915 | 938,000 | 0.31% | ||
| 35 | VOYA FINANCIAL ADVISORS, INC. | 10,792 | 915,000 | 0.31% | ||
| 36 | CITIGROUP INC | 9,951 | 855,000 | 0.29% | ||
| 37 | BB&T SECURITIES, LLC | 9,648 | 828,000 | 0.28% | ||
| 38 | PRIVATE TRUST CO NA | 8,656 | 743,000 | 0.25% | ||
| 39 | SG Americas Securities, LLC | 8,576 | 737,000 | 0.25% | ||
| 40 | COBIZ WEALTH, LLC | 6,367 | 547,000 | 0.18% | ||
| 41 | Virtu KCG Holdings LLC | 6,273 | 539,000 | 0.18% | ||
| 42 | JPMORGAN CHASE & CO | 6,120 | 526,000 | 0.18% | ||
| 43 | FDx Advisors, Inc. | 5,266 | 452,455 | 0.15% | ||
| 44 | USCA RIA LLC | 5,160 | 443,000 | 0.15% | ||
| 45 | Private Advisor Group, LLC | 4,799 | 412,000 | 0.14% | ||
| 46 | B. Riley Wealth Advisors, Inc. | 4,303 | 370,000 | 0.12% | ||
| 47 | STIFEL FINANCIAL CORP | 4,013 | 345,000 | 0.12% | ||
| 48 | NEXT Financial Group, Inc | 3,970 | 341,000 | 0.11% | ||
| 49 | D.A. DAVIDSON & CO. | 3,593 | 308,000 | 0.10% | ||
| 50 | Independence Trust CO | 3,435 | 295,000 | 0.10% |
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.
