| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 814,820 | 34,198,000 | 17.30% | ||
| 2 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 596,870 | 25,045,000 | 12.67% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 590,467 | 24,782,000 | 12.54% | ||
| 4 | UBS Group AG | 421,314 | 17,683,000 | 8.95% | ||
| 5 | Simply Money Advisors | 385,237 | 16,168,000 | 8.18% | ||
| 6 | Callan Capital, LLC | 285,471 | 11,981,000 | 6.06% | ||
| 7 | Carroll Financial Associates, Inc. | 275,723 | 11,572,000 | 5.85% | ||
| 8 | Cetera Advisor Networks LLC | 203,909 | 8,554,000 | 4.33% | ||
| 9 | Raymond James Financial Services Advisors, Inc. | 172,934 | 7,258,000 | 3.67% | ||
| 10 | LPL Financial LLC | 159,265 | 6,646,000 | 3.36% | ||
| 11 | GOLDMAN SACHS GROUP INC | 157,692 | 6,618,000 | 3.35% | ||
| 12 | SFMG, LLC | 107,427 | 4,509,000 | 2.28% | ||
| 13 | RAYMOND JAMES & ASSOCIATES | 98,300 | 4,126,000 | 2.09% | ||
| 14 | Montecito Bank & Trust | 97,114 | 4,076,000 | 2.06% | ||
| 15 | AMERICAN INTERNATIONAL GROUP, INC. | 65,579 | 2,752,000 | 1.39% | ||
| 16 | NATIONAL PLANNING CORP | 38,928 | 1,618,000 | 0.82% | ||
| 17 | SG Americas Securities, LLC | 38,129 | 1,600,000 | 0.81% | ||
| 18 | VSR Financial Services, Inc. | 29,663 | 1,245,000 | 0.63% | ||
| 19 | Ken Stern & Associates, Inc. | 19,682 | 826,000 | 0.42% | ||
| 20 | HEFTY WEALTH PARTNERS | 19,079 | 800,000 | 0.40% | ||
| 21 | Commonwealth Equity Services, Inc | 18,023 | 756,000 | 0.38% | ||
| 22 | M&T BANK CORP | 17,662 | 741,000 | 0.37% | ||
| 23 | Allworth Financial LP | 17,200 | 722,000 | 0.37% | ||
| 24 | JANE STREET GROUP, LLC | 17,013 | 714,000 | 0.36% | ||
| 25 | MSI Financial Services Inc | 16,399 | 688,000 | 0.35% | ||
| 26 | Accuvest Global Advisors | 11,035 | 463,000 | 0.23% | ||
| 27 | TD Capital Management LLC | 8,012 | 336,000 | 0.17% | ||
| 28 | WBH ADVISORY INC | 7,095 | 297,000 | 0.15% | ||
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,801 | 244,000 | 0.12% | ||
| 30 | AVIANCE CAPITAL MANAGEMENT, LLC | 5,769 | 242,000 | 0.12% | ||
| 31 | ROYAL BANK OF CANADA | 5,159 | 216,000 | 0.11% | ||
| 32 | Lenox Wealth Advisors, LLC | 3,778 | 159,000 | 0.08% | ||
| 33 | Hudock, Inc. | 121 | 5,000 | 0.00% | ||
| 34 | IFP ADVISORS, INC | 120 | 5,000 | 0.00% |
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.
