| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 597,845 | 52,096,000 | 17.04% | ||
| 2 | UBS Group AG | 364,543 | 31,766,000 | 10.39% | ||
| 3 | 3D ASSET MANAGEMENT, INC | 321,428 | 28,009,000 | 9.16% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 318,679 | 27,770,000 | 9.08% | ||
| 5 | SUNTRUST BANKS INC | 268,432 | 23,390,000 | 7.65% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 200,557 | 17,477,000 | 5.72% | ||
| 7 | LPL Financial LLC | 183,262 | 15,768,000 | 5.16% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 127,357 | 11,098,000 | 3.63% | ||
| 9 | Raymond James Financial Services Advisors, Inc. | 96,330 | 8,394,000 | 2.75% | ||
| 10 | Northeast Financial Consultants Inc | 93,282 | 8,129,000 | 2.66% | ||
| 11 | Gateway Advisory, LLC | 89,441 | 7,794,000 | 2.55% | ||
| 12 | WELLS FARGO & COMPANY/MN | 71,404 | 6,223,000 | 2.04% | ||
| 13 | GOLDMAN SACHS GROUP INC | 57,733 | 5,031,000 | 1.65% | ||
| 14 | TMD & ASSOCIATES, INC | 56,302 | 4,906,000 | 1.60% | ||
| 15 | HighTower Advisors, LLC | 56,232 | 4,897,000 | 1.60% | ||
| 16 | CITADEL ADVISORS LLC | 48,621 | 4,237,000 | 1.39% | ||
| 17 | Commonwealth Equity Services, Inc | 44,329 | 3,863,000 | 1.26% | ||
| 18 | AMERICAN INTERNATIONAL GROUP, INC. | 40,066 | 3,491,000 | 1.14% | ||
| 19 | VICUS CAPITAL | 39,974 | 3,483,000 | 1.14% | ||
| 20 | Cambridge Investment Research Advisors, Inc. | 31,706 | 2,763,000 | 0.90% | ||
| 21 | Financial Architects, Inc | 30,930 | 2,695,000 | 0.88% | ||
| 22 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 25,169 | 2,193,000 | 0.72% | ||
| 23 | Hefren-Tillotson, Inc. | 24,668 | 2,149,000 | 0.70% | ||
| 24 | MSI Financial Services Inc | 24,008 | 2,092,000 | 0.68% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 22,595 | 1,969,000 | 0.64% | ||
| 26 | JANE STREET GROUP, LLC | 18,691 | 1,629,000 | 0.53% | ||
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,331 | 1,597,000 | 0.52% | ||
| 28 | ROYAL BANK OF CANADA | 14,913 | 1,299,000 | 0.42% | ||
| 29 | CULBERTSON A N & CO INC | 14,278 | 1,244,000 | 0.41% | SH | |
| 30 | Gradient Investments LLC | 13,566 | 1,182,000 | 0.39% | ||
| 31 | Concert Wealth Management Inc. | 13,100 | 1,138,000 | 0.37% | ||
| 32 | INVESTMENT CENTERS OF AMERICA INC | 12,681 | 1,106,000 | 0.36% | ||
| 33 | SVA Wealth Management, LLC | 9,710 | 846,000 | 0.28% | ||
| 34 | BB&T SECURITIES, LLC | 9,648 | 840,000 | 0.27% | ||
| 35 | CITIGROUP INC | 9,083 | 791,000 | 0.26% | ||
| 36 | RETIREMENT DESIGN & MANAGEMENT INC /ADV | 8,774 | 765,000 | 0.25% | ||
| 37 | PRIVATE TRUST CO NA | 8,656 | 754,000 | 0.25% | ||
| 38 | IFP ADVISORS, INC | 8,497 | 740,000 | 0.24% | ||
| 39 | Atria Investments, Inc | 8,275 | 674,000 | 0.22% | ||
| 40 | Bank of New York Mellon Corp | 7,414 | 646,000 | 0.21% | ||
| 41 | Virtu KCG Holdings LLC | 7,265 | 633,000 | 0.21% | ||
| 42 | COBIZ WEALTH, LLC | 6,387 | 557,000 | 0.18% | ||
| 43 | VOYA FINANCIAL ADVISORS, INC. | 6,061 | 533,000 | 0.17% | ||
| 44 | JPMORGAN CHASE & CO | 5,894 | 514,000 | 0.17% | ||
| 45 | STIFEL FINANCIAL CORP | 5,888 | 513,000 | 0.17% | ||
| 46 | Private Advisor Group, LLC | 5,661 | 493,000 | 0.16% | ||
| 47 | Freedom Investment Management, Inc. | 5,504 | 480,000 | 0.16% | ||
| 48 | USCA RIA LLC | 5,460 | 476,000 | 0.16% | ||
| 49 | B. Riley Wealth Advisors, Inc. | 4,593 | 401,000 | 0.13% | ||
| 50 | AMERIPRISE FINANCIAL INC | 4,186 | 365,000 | 0.12% |
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.
