| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 4,725,110 | 205,873,000 | 22.71% | ||
| 2 | RiverFront Investment Group, LLC | 3,121,217 | 135,991,000 | 15.00% | ||
| 3 | Sterling Global Strategies LLC | 3,418,649 | 80,139,000 | 8.84% | ||
| 4 | MORGAN STANLEY | 1,828,257 | 79,658,000 | 8.79% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 1,182,996 | 51,543,000 | 5.68% | ||
| 6 | RAYMOND JAMES & ASSOCIATES | 956,641 | 41,681,000 | 4.60% | ||
| 7 | Cetera Advisor Networks LLC | 921,123 | 40,133,000 | 4.43% | ||
| 8 | UBS Group AG | 819,475 | 35,705,000 | 3.94% | ||
| 9 | Freedom Investment Management, Inc. | 651,334 | 28,379,000 | 3.13% | ||
| 10 | Lenox Wealth Advisors, LLC | 593,770 | 25,871,000 | 2.85% | ||
| 11 | LPL Financial LLC | 413,496 | 17,838,000 | 1.97% | ||
| 12 | Simply Money Advisors | 366,662 | 15,975,000 | 1.76% | ||
| 13 | Callan Capital, LLC | 337,468 | 14,703,000 | 1.62% | ||
| 14 | Gradient Investments LLC | 311,281 | 13,562,000 | 1.50% | ||
| 15 | Carroll Financial Associates, Inc. | 274,840 | 11,974,000 | 1.32% | ||
| 16 | GOLDMAN SACHS GROUP INC | 267,477 | 11,654,000 | 1.29% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 260,298 | 11,341,000 | 1.25% | ||
| 18 | WELLS FARGO & COMPANY/MN | 250,765 | 10,926,000 | 1.21% | ||
| 19 | Financial Management Professionals, Inc. | 222,712 | 9,719,000 | 1.07% | ||
| 20 | BB&T SECURITIES, LLC | 177,025 | 7,712,000 | 0.85% | ||
| 21 | ADVISOR GROUP, INC. | 171,142 | 7,456,000 | 0.82% | ||
| 22 | JANE STREET GROUP, LLC | 143,625 | 6,258,000 | 0.69% | ||
| 23 | SFMG, LLC | 103,834 | 4,524,000 | 0.50% | ||
| 24 | ROYAL BANK OF CANADA | 84,758 | 3,693,000 | 0.41% | ||
| 25 | SILICON VALLEY CAPITAL PARTNERS | 72,964 | 3,179,000 | 0.35% | ||
| 26 | ENVESTNET ASSET MANAGEMENT INC | 66,909 | 2,915,000 | 0.32% | ||
| 27 | BSC PRIVATE WEALTH MANAGEMENT, LLC | 67,076 | 2,894,000 | 0.32% | ||
| 28 | Commonwealth Equity Services, Inc | 63,485 | 2,766,000 | 0.31% | ||
| 29 | Choate Investment Advisors | 51,525 | 2,244,944 | 0.25% | ||
| 30 | HEFTY WEALTH PARTNERS | 39,580 | 1,724,000 | 0.19% | ||
| 31 | NATIONAL PLANNING CORP | 38,739 | 1,653,000 | 0.18% | ||
| 32 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 36,446 | 1,588,000 | 0.18% | ||
| 33 | CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 36,446 | 1,587,000 | 0.18% | ||
| 34 | MACROVIEW INVESTMENT MANAGEMENT LLC | 31,253 | 1,362,000 | 0.15% | ||
| 35 | SG Americas Securities, LLC | 29,631 | 1,291,000 | 0.14% | ||
| 36 | Stonehearth Capital Management, LLC | 26,064 | 1,136,000 | 0.13% | ||
| 37 | MSI Financial Services Inc | 25,720 | 1,121,000 | 0.12% | ||
| 38 | M&T BANK CORP | 25,192 | 1,098,000 | 0.12% | ||
| 39 | Montecito Bank & Trust | 24,940 | 1,087,000 | 0.12% | ||
| 40 | BLB&B Advisors, LLC | 22,227 | 968,000 | 0.11% | ||
| 41 | Accuvest Global Advisors | 18,600 | 810,000 | 0.09% | ||
| 42 | Allworth Financial LP | 17,200 | 749,000 | 0.08% | ||
| 43 | WBH ADVISORY INC | 12,922 | 563,000 | 0.06% | ||
| 44 | TD Capital Management LLC | 11,718 | 511,000 | 0.06% | ||
| 45 | WEALTHSOURCE PARTNERS, LLC | 11,260 | 491,000 | 0.05% | ||
| 46 | FLOW TRADERS U.S. LLC | 10,856 | 473,000 | 0.05% | ||
| 47 | Ken Stern & Associates, Inc. | 7,959 | 347,000 | 0.04% | ||
| 48 | LAUREL WEALTH ADVISORS, INC. | 7,442 | 324,000 | 0.04% | ||
| 49 | STIFEL FINANCIAL CORP | 6,912 | 300,000 | 0.03% | ||
| 50 | ROPES WEALTH ADVISORS LLC | 6,438 | 281,000 | 0.03% |
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.
