| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 303,131 | 9,296,000 | 25.12% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 177,209 | 5,434,000 | 14.68% | ||
| 3 | MORGAN STANLEY | 173,701 | 5,327,000 | 14.39% | ||
| 4 | LPL Financial LLC | 171,560 | 5,238,000 | 14.15% | ||
| 5 | VICTORY CAPITAL MANAGEMENT INC | 125,879 | 3,860,000 | 10.43% | ||
| 6 | STIFEL FINANCIAL CORP | 58,367 | 1,792,000 | 4.84% | ||
| 7 | CWM, LLC | 52,465 | 1,609,000 | 4.35% | ||
| 8 | ROYAL BANK OF CANADA | 29,867 | 916,000 | 2.48% | ||
| 9 | Stratos Wealth Partners, LTD. | 26,470 | 812,000 | 2.19% | ||
| 10 | Cambridge Investment Research Advisors, Inc. | 25,781 | 791,000 | 2.14% | ||
| 11 | CORNERSTONE WEALTH MANAGEMENT, LLC | 24,497 | 749,000 | 2.02% | ||
| 12 | First Heartland Consultants, Inc. | 17,995 | 552,000 | 1.49% | ||
| 13 | AMERIPRISE FINANCIAL INC | 10,141 | 311,000 | 0.84% | ||
| 14 | NEXT Financial Group, Inc | 4,000 | 126,000 | 0.34% | ||
| 15 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,089 | 64,000 | 0.17% | ||
| 16 | ADVISOR GROUP, INC. | 1,797 | 55,000 | 0.15% | ||
| 17 | BENJAMIN F. EDWARDS & COMPANY, INC. | 1,750 | 54,000 | 0.15% | ||
| 18 | WFG Advisors, LP | 500 | 15,000 | 0.04% | ||
| 19 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 280 | 9,000 | 0.02% |
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.
