| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,835,650 | 77,923,000 | 19.96% | ||
| 2 | MORGAN STANLEY | 1,349,716 | 57,295,000 | 14.68% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,034,363 | 43,908,000 | 11.25% | ||
| 4 | UBS Group AG | 857,170 | 36,387,000 | 9.32% | ||
| 5 | Cetera Advisor Networks LLC | 705,667 | 29,939,000 | 7.67% | ||
| 6 | Lenox Wealth Advisors, LLC | 528,193 | 22,422,000 | 5.74% | ||
| 7 | Simply Money Advisors | 382,460 | 16,235,000 | 4.16% | ||
| 8 | Callan Capital, LLC | 324,375 | 13,770,000 | 3.53% | ||
| 9 | Carroll Financial Associates, Inc. | 268,385 | 11,392,000 | 2.92% | ||
| 10 | GOLDMAN SACHS GROUP INC | 219,884 | 9,334,000 | 2.39% | ||
| 11 | Financial Management Professionals, Inc. | 215,574 | 9,150,000 | 2.34% | ||
| 12 | LPL Financial LLC | 177,972 | 7,573,000 | 1.94% | ||
| 13 | Raymond James Financial Services Advisors, Inc. | 173,157 | 7,351,000 | 1.88% | ||
| 14 | ADVISOR GROUP, INC. | 155,626 | 6,605,000 | 1.69% | ||
| 15 | VSR Financial Services, Inc. | 118,689 | 5,038,000 | 1.29% | ||
| 16 | SFMG, LLC | 104,296 | 4,427,000 | 1.13% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 103,925 | 4,412,000 | 1.13% | ||
| 18 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 59,876 | 2,548,000 | 0.65% | ||
| 19 | JANE STREET GROUP, LLC | 54,999 | 2,335,000 | 0.60% | ||
| 20 | Virtu KCG Holdings LLC | 54,855 | 2,329,000 | 0.60% | ||
| 21 | CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 51,087 | 2,169,000 | 0.56% | ||
| 22 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 51,087 | 2,169,000 | 0.56% | ||
| 23 | NATIONAL PLANNING CORP | 41,090 | 1,793,000 | 0.46% | ||
| 24 | Commonwealth Equity Services, Inc | 37,822 | 1,606,000 | 0.41% | ||
| 25 | HEFTY WEALTH PARTNERS | 35,593 | 1,510,000 | 0.39% | ||
| 26 | Montecito Bank & Trust | 32,498 | 1,380,000 | 0.35% | ||
| 27 | MACROVIEW INVESTMENT MANAGEMENT LLC | 32,478 | 1,379,000 | 0.35% | ||
| 28 | Choate Investment Advisors | 32,055 | 1,360,735 | 0.35% | ||
| 29 | Stonehearth Capital Management, LLC | 27,467 | 1,166,000 | 0.30% | ||
| 30 | MSI Financial Services Inc | 23,255 | 987,000 | 0.25% | ||
| 31 | M&T BANK CORP | 19,044 | 808,000 | 0.21% | ||
| 32 | Allworth Financial LP | 17,200 | 730,000 | 0.19% | ||
| 33 | WBH ADVISORY INC | 12,884 | 546,000 | 0.14% | ||
| 34 | TD Capital Management LLC | 11,702 | 497,000 | 0.13% | ||
| 35 | Accuvest Global Advisors | 9,300 | 395,000 | 0.10% | ||
| 36 | Ken Stern & Associates, Inc. | 7,959 | 338,000 | 0.09% | ||
| 37 | AVIANCE CAPITAL MANAGEMENT, LLC | 5,843 | 248,000 | 0.06% | ||
| 38 | Gradient Investments LLC | 5,302 | 225,000 | 0.06% | ||
| 39 | ROYAL BANK OF CANADA | 5,159 | 219,000 | 0.06% | ||
| 40 | LAUREL WEALTH ADVISORS, INC. | 4,832 | 205,000 | 0.05% | ||
| 41 | ROPES WEALTH ADVISORS LLC | 4,736 | 201,000 | 0.05% | ||
| 42 | SEI INVESTMENTS CO | 424 | 18,000 | 0.00% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 292 | 12,000 | 0.00% | ||
| 44 | IFP ADVISORS, INC | 120 | 5,000 | 0.00% | ||
| 45 | Hudock, Inc. | 121 | 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.
