| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 616,169 | 56,256,000 | 20.94% | ||
| 2 | UBS Group AG | 350,180 | 31,971,000 | 11.90% | ||
| 3 | SUNTRUST BANKS INC | 303,665 | 27,723,000 | 10.32% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 268,040 | 24,472,000 | 9.11% | ||
| 5 | 3D ASSET MANAGEMENT, INC | 184,099 | 16,808,000 | 6.26% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 143,283 | 13,082,000 | 4.87% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 125,225 | 11,433,000 | 4.26% | ||
| 8 | Raymond James Financial Services Advisors, Inc. | 91,362 | 8,341,000 | 3.11% | ||
| 9 | Northeast Financial Consultants Inc | 80,487 | 7,348,000 | 2.74% | ||
| 10 | HighTower Advisors, LLC | 64,881 | 5,917,000 | 2.20% | ||
| 11 | WELLS FARGO & COMPANY/MN | 64,320 | 5,872,000 | 2.19% | ||
| 12 | VICUS CAPITAL | 49,774 | 4,544,000 | 1.69% | ||
| 13 | LPL Financial LLC | 49,188 | 4,450,000 | 1.66% | ||
| 14 | TMD & ASSOCIATES, INC | 45,028 | 4,111,000 | 1.53% | ||
| 15 | ADVISOR GROUP, INC. | 39,467 | 3,601,000 | 1.34% | ||
| 16 | Commonwealth Equity Services, Inc | 35,843 | 3,272,000 | 1.22% | ||
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,770 | 3,175,000 | 1.18% | ||
| 18 | Financial Architects, Inc | 31,545 | 2,880,000 | 1.07% | ||
| 19 | MSI Financial Services Inc | 30,197 | 2,757,000 | 1.03% | ||
| 20 | Hefren-Tillotson, Inc. | 28,683 | 2,618,000 | 0.97% | ||
| 21 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 26,566 | 2,425,000 | 0.90% | ||
| 22 | Cambridge Investment Research Advisors, Inc. | 24,472 | 2,234,000 | 0.83% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 21,268 | 1,943,000 | 0.72% | ||
| 24 | ROYAL BANK OF CANADA | 17,613 | 1,608,000 | 0.60% | ||
| 25 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 16,859 | 1,525,000 | 0.57% | ||
| 26 | CULBERTSON A N & CO INC | 14,278 | 1,304,000 | 0.49% | ||
| 27 | SVA Wealth Management, LLC | 13,808 | 1,261,000 | 0.47% | ||
| 28 | Concert Wealth Management Inc. | 13,112 | 1,199,000 | 0.45% | ||
| 29 | INVESTMENT CENTERS OF AMERICA INC | 11,554 | 1,054,000 | 0.39% | ||
| 30 | Virtu KCG Holdings LLC | 8,678 | 792,000 | 0.29% | ||
| 31 | IFP ADVISORS, INC | 7,775 | 710,000 | 0.26% | ||
| 32 | RETIREMENT DESIGN & MANAGEMENT INC /ADV | 7,771 | 709,000 | 0.26% | ||
| 33 | Bank of New York Mellon Corp | 7,642 | 698,000 | 0.26% | ||
| 34 | JPMORGAN CHASE & CO | 6,514 | 595,000 | 0.22% | ||
| 35 | Cetera Advisors LLC | 6,305 | 572,000 | 0.21% | ||
| 36 | VOYA FINANCIAL ADVISORS, INC. | 6,257 | 562,000 | 0.21% | ||
| 37 | STIFEL FINANCIAL CORP | 6,119 | 560,000 | 0.21% | ||
| 38 | Freedom Investment Management, Inc. | 6,000 | 548,000 | 0.20% | ||
| 39 | PRIVATE TRUST CO NA | 5,656 | 516,000 | 0.19% | ||
| 40 | BB&T SECURITIES, LLC | 5,599 | 511,000 | 0.19% | ||
| 41 | D.A. DAVIDSON & CO. | 5,500 | 502,000 | 0.19% | ||
| 42 | USCA RIA LLC | 5,210 | 476,000 | 0.18% | ||
| 43 | B. Riley Wealth Advisors, Inc. | 5,206 | 476,000 | 0.18% | ||
| 44 | COBIZ WEALTH, LLC | 5,091 | 465,000 | 0.17% | ||
| 45 | AMERIPRISE FINANCIAL INC | 4,306 | 393,000 | 0.15% | ||
| 46 | Independence Trust CO | 4,070 | 372,000 | 0.14% | ||
| 47 | BRONFMAN E.L. ROTHSCHILD, L.P. | 3,600 | 329,000 | 0.12% | ||
| 48 | CITIGROUP INC | 3,379 | 309,000 | 0.12% | ||
| 49 | M&T BANK CORP | 3,100 | 283,000 | 0.11% | ||
| 50 | FDx Advisors, Inc. | 3,007 | 275,000 | 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.
