| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 605,138 | 62,130,000 | 19.18% | ||
| 2 | UBS Group AG | 385,270 | 39,556,000 | 12.21% | ||
| 3 | SUNTRUST BANKS INC | 337,272 | 34,625,000 | 10.69% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 316,615 | 32,507,000 | 10.03% | ||
| 5 | 3D ASSET MANAGEMENT, INC | 163,222 | 16,758,000 | 5.17% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 151,924 | 15,598,000 | 4.82% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 114,959 | 11,803,000 | 3.64% | ||
| 8 | WELLS FARGO & COMPANY/MN | 108,882 | 11,179,000 | 3.45% | ||
| 9 | TMD & ASSOCIATES, INC | 92,088 | 9,455,000 | 2.92% | ||
| 10 | HighTower Advisors, LLC | 85,764 | 8,808,000 | 2.72% | ||
| 11 | Raymond James Financial Services Advisors, Inc. | 74,748 | 7,674,000 | 2.37% | ||
| 12 | LPL Financial LLC | 63,905 | 6,605,000 | 2.04% | ||
| 13 | Financial Architects, Inc | 55,547 | 5,703,000 | 1.76% | ||
| 14 | ADVISOR GROUP, INC. | 42,540 | 4,370,000 | 1.35% | ||
| 15 | Hefren-Tillotson, Inc. | 37,209 | 3,820,000 | 1.18% | ||
| 16 | Northeast Financial Consultants Inc | 34,750 | 3,568,000 | 1.10% | ||
| 17 | Commonwealth Equity Services, Inc | 34,747 | 3,567,000 | 1.10% | ||
| 18 | MSI Financial Services Inc | 33,961 | 3,486,000 | 1.08% | ||
| 19 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 25,629 | 2,631,000 | 0.81% | ||
| 20 | Bank of New York Mellon Corp | 25,126 | 2,579,000 | 0.80% | ||
| 21 | MARIETTA WEALTH MANAGEMENT, LLC | 24,947 | 2,561,000 | 0.79% | ||
| 22 | ROYAL BANK OF CANADA | 24,797 | 2,546,000 | 0.79% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 23,037 | 2,355,000 | 0.73% | ||
| 24 | FLAGSHIP HARBOR ADVISORS, LLC | 21,281 | 2,198,000 | 0.68% | ||
| 25 | VICUS CAPITAL | 18,803 | 1,931,000 | 0.60% | ||
| 26 | CREATIVE FINANCIAL DESIGNS INC /ADV | 18,504 | 1,900,000 | 0.59% | ||
| 27 | Cambridge Investment Research Advisors, Inc. | 18,499 | 1,899,000 | 0.59% | ||
| 28 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 18,283 | 1,890,000 | 0.58% | ||
| 29 | JANE STREET GROUP, LLC | 16,594 | 1,704,000 | 0.53% | ||
| 30 | CULBERTSON A N & CO INC | 13,865 | 1,424,000 | 0.44% | ||
| 31 | Concert Wealth Management Inc. | 12,770 | 1,308,000 | 0.40% | ||
| 32 | INVESTMENT CENTERS OF AMERICA INC | 12,231 | 1,256,000 | 0.39% | ||
| 33 | AMERIPRISE FINANCIAL INC | 11,928 | 1,225,000 | 0.38% | ||
| 34 | SVA Wealth Management, LLC | 8,025 | 824,000 | 0.25% | ||
| 35 | IFP ADVISORS, INC | 7,601 | 780,000 | 0.24% | ||
| 36 | BAIRD FINANCIAL GROUP, INC. | 7,153 | 734,000 | 0.23% | ||
| 37 | Cetera Advisors LLC | 6,585 | 677,000 | 0.21% | ||
| 38 | JPMORGAN CHASE & CO | 6,347 | 652,000 | 0.20% | ||
| 39 | STIFEL FINANCIAL CORP | 6,128 | 630,000 | 0.19% | ||
| 40 | COVENANT ASSET MANAGEMENT, LLC | 5,945 | 610,000 | 0.19% | ||
| 41 | RAYMOND JAMES & ASSOCIATES | 5,730 | 588,000 | 0.18% | ||
| 42 | PRIVATE TRUST CO NA | 5,656 | 580,000 | 0.18% | ||
| 43 | BANCO SANTANDER CENTRAL HISPANO SA | 6,080 | 563,000 | 0.17% | ||
| 44 | BB&T SECURITIES, LLC | 5,673 | 542,000 | 0.17% | ||
| 45 | Freedom Investment Management, Inc. | 5,226 | 537,000 | 0.17% | ||
| 46 | USCA RIA LLC | 4,910 | 504,000 | 0.16% | ||
| 47 | Private Advisor Group, LLC | 4,708 | 490,000 | 0.15% | ||
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,489 | 461,000 | 0.14% | ||
| 49 | CITIGROUP INC | 4,429 | 455,000 | 0.14% | ||
| 50 | BRONFMAN E.L. ROTHSCHILD, L.P. | 3,500 | 359,000 | 0.11% |
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.
