| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 612,473 | 58,595,000 | 21.02% | ||
| 2 | UBS Group AG | 350,744 | 33,556,000 | 12.04% | ||
| 3 | SUNTRUST BANKS INC | 315,009 | 30,135,000 | 10.81% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 269,885 | 25,820,000 | 9.26% | ||
| 5 | 3D ASSET MANAGEMENT, INC | 165,589 | 15,842,000 | 5.68% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 146,565 | 14,022,000 | 5.03% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 108,257 | 10,357,000 | 3.72% | ||
| 8 | WELLS FARGO & COMPANY/MN | 96,564 | 9,238,000 | 3.31% | ||
| 9 | Raymond James Financial Services Advisors, Inc. | 95,012 | 9,090,000 | 3.26% | ||
| 10 | HighTower Advisors, LLC | 75,175 | 7,183,000 | 2.58% | ||
| 11 | Northeast Financial Consultants Inc | 73,822 | 7,063,000 | 2.53% | ||
| 12 | TMD & ASSOCIATES, INC | 55,862 | 5,344,000 | 1.92% | ||
| 13 | LPL Financial LLC | 55,064 | 5,221,000 | 1.87% | ||
| 14 | ADVISOR GROUP, INC. | 41,291 | 3,953,000 | 1.42% | ||
| 15 | Commonwealth Equity Services, Inc | 34,658 | 3,316,000 | 1.19% | ||
| 16 | Hefren-Tillotson, Inc. | 33,601 | 3,214,000 | 1.15% | ||
| 17 | Financial Architects, Inc | 32,623 | 3,121,000 | 1.12% | ||
| 18 | MSI Financial Services Inc | 31,980 | 3,059,000 | 1.10% | ||
| 19 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 25,170 | 2,408,000 | 0.86% | ||
| 20 | VICUS CAPITAL | 23,577 | 2,256,000 | 0.81% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 21,610 | 2,067,000 | 0.74% | ||
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,254 | 2,034,000 | 0.73% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 20,858 | 1,995,000 | 0.72% | ||
| 24 | ROYAL BANK OF CANADA | 18,625 | 1,781,000 | 0.64% | ||
| 25 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 17,007 | 1,613,000 | 0.58% | ||
| 26 | CULBERTSON A N & CO INC | 14,178 | 1,356,000 | 0.49% | ||
| 27 | INVESTMENT CENTERS OF AMERICA INC | 11,516 | 1,103,000 | 0.40% | ||
| 28 | Concert Wealth Management Inc. | 10,035 | 966,000 | 0.35% | ||
| 29 | SVA Wealth Management, LLC | 9,121 | 873,000 | 0.31% | ||
| 30 | IFP ADVISORS, INC | 7,544 | 722,000 | 0.26% | ||
| 31 | Bank of New York Mellon Corp | 7,336 | 702,000 | 0.25% | ||
| 32 | JPMORGAN CHASE & CO | 6,730 | 644,000 | 0.23% | ||
| 33 | AMERIPRISE FINANCIAL INC | 6,540 | 626,000 | 0.22% | ||
| 34 | Cetera Advisors LLC | 6,473 | 618,000 | 0.22% | ||
| 35 | STIFEL FINANCIAL CORP | 6,169 | 590,000 | 0.21% | ||
| 36 | B. Riley Wealth Advisors, Inc. | 5,842 | 559,000 | 0.20% | ||
| 37 | BB&T SECURITIES, LLC | 5,673 | 542,000 | 0.19% | ||
| 38 | PRIVATE TRUST CO NA | 5,656 | 541,000 | 0.19% | ||
| 39 | Freedom Investment Management, Inc. | 5,351 | 512,000 | 0.18% | ||
| 40 | USCA RIA LLC | 4,960 | 475,000 | 0.17% | ||
| 41 | Private Advisor Group, LLC | 4,918 | 466,000 | 0.17% | ||
| 42 | Independence Trust CO | 4,070 | 389,000 | 0.14% | ||
| 43 | BAIRD FINANCIAL GROUP, INC. | 3,729 | 357,000 | 0.13% | ||
| 44 | BRONFMAN E.L. ROTHSCHILD, L.P. | 3,600 | 344,000 | 0.12% | ||
| 45 | COBIZ WEALTH, LLC | 3,598 | 344,000 | 0.12% | ||
| 46 | CITIGROUP INC | 3,379 | 323,000 | 0.12% | ||
| 47 | M&T BANK CORP | 3,100 | 297,000 | 0.11% | ||
| 48 | RAYMOND JAMES & ASSOCIATES | 2,881 | 276,000 | 0.10% | ||
| 49 | BOK Financial Private Wealth, Inc. | 2,620 | 251,000 | 0.09% | ||
| 50 | JANE STREET GROUP, LLC | 2,516 | 241,000 | 0.09% |
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.
