| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 609,729 | 54,937,000 | 18.73% | ||
| 2 | UBS Group AG | 321,390 | 28,957,000 | 9.87% | ||
| 3 | SUNTRUST BANKS INC | 287,840 | 25,933,000 | 8.84% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 282,552 | 25,457,000 | 8.68% | ||
| 5 | 3D ASSET MANAGEMENT, INC | 200,294 | 18,047,000 | 6.15% | ||
| 6 | Raymond James Financial Services Advisors, Inc. | 133,667 | 12,043,000 | 4.11% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 123,820 | 11,156,000 | 3.80% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 118,935 | 10,716,000 | 3.65% | ||
| 9 | LPL Financial LLC | 113,207 | 9,991,000 | 3.41% | ||
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 110,686 | 9,981,000 | 3.40% | ||
| 11 | Northeast Financial Consultants Inc | 89,032 | 8,022,000 | 2.73% | ||
| 12 | WELLS FARGO & COMPANY/MN | 68,018 | 6,128,000 | 2.09% | ||
| 13 | HighTower Advisors, LLC | 61,977 | 5,579,000 | 1.90% | ||
| 14 | GFS Advisors, LLC | 478,431 | 5,310,000 | 1.81% | ||
| 15 | USCA RIA LLC | 478,431 | 5,310,000 | 1.81% | ||
| 16 | GOLDMAN SACHS GROUP INC | 57,314 | 5,164,000 | 1.76% | ||
| 17 | VICUS CAPITAL | 45,514 | 4,101,000 | 1.40% | ||
| 18 | TMD & ASSOCIATES, INC | 44,428 | 4,003,000 | 1.36% | ||
| 19 | Commonwealth Equity Services, Inc | 39,871 | 3,592,000 | 1.22% | ||
| 20 | AMERICAN INTERNATIONAL GROUP, INC. | 37,518 | 3,380,000 | 1.15% | ||
| 21 | Financial Architects, Inc | 29,788 | 2,684,000 | 0.92% | ||
| 22 | Cambridge Investment Research Advisors, Inc. | 27,023 | 2,435,000 | 0.83% | ||
| 23 | MSI Financial Services Inc | 26,828 | 2,417,000 | 0.82% | ||
| 24 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 26,406 | 2,379,000 | 0.81% | ||
| 25 | ROYAL BANK OF CANADA | 25,074 | 2,259,000 | 0.77% | ||
| 26 | CITADEL ADVISORS LLC | 18,591 | 1,676,000 | 0.57% | ||
| 27 | Hefren-Tillotson, Inc. | 18,138 | 1,634,000 | 0.56% | ||
| 28 | JANE STREET GROUP, LLC | 15,937 | 1,436,000 | 0.49% | ||
| 29 | Bank of New York Mellon Corp | 15,828 | 1,426,000 | 0.49% | ||
| 30 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 15,001 | 1,352,000 | 0.46% | ||
| 31 | CULBERTSON A N & CO INC | 14,278 | 1,286,000 | 0.44% | ||
| 32 | Concert Wealth Management Inc. | 13,122 | 1,187,000 | 0.40% | ||
| 33 | SVA Wealth Management, LLC | 10,704 | 964,000 | 0.33% | ||
| 34 | INVESTMENT CENTERS OF AMERICA INC | 9,435 | 847,000 | 0.29% | ||
| 35 | Virtu KCG Holdings LLC | 8,155 | 735,000 | 0.25% | ||
| 36 | RETIREMENT DESIGN & MANAGEMENT INC /ADV | 7,977 | 719,000 | 0.25% | ||
| 37 | IFP ADVISORS, INC | 7,946 | 716,000 | 0.24% | ||
| 38 | PRIVATE TRUST CO NA | 7,656 | 689,000 | 0.23% | ||
| 39 | VOYA FINANCIAL ADVISORS, INC. | 6,232 | 561,000 | 0.19% | ||
| 40 | COBIZ WEALTH, LLC | 5,831 | 525,000 | 0.18% | ||
| 41 | STIFEL FINANCIAL CORP | 5,813 | 524,000 | 0.18% | ||
| 42 | BB&T SECURITIES, LLC | 5,599 | 504,000 | 0.17% | ||
| 43 | JPMORGAN CHASE & CO | 5,368 | 484,000 | 0.17% | ||
| 44 | Cetera Advisors LLC | 5,149 | 465,000 | 0.16% | ||
| 45 | D.A. DAVIDSON & CO. | 5,135 | 462,000 | 0.16% | ||
| 46 | Freedom Investment Management, Inc. | 5,096 | 459,000 | 0.16% | ||
| 47 | B. Riley Wealth Advisors, Inc. | 4,752 | 428,000 | 0.15% | ||
| 48 | Independence Trust CO | 4,125 | 372,000 | 0.13% | ||
| 49 | AMERIPRISE FINANCIAL INC | 4,052 | 365,000 | 0.12% | ||
| 50 | RAYMOND JAMES & ASSOCIATES | 3,883 | 350,000 | 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.
