| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 401,596 | 16,954,000 | 45.18% | ||
| 2 | ACG Wealth | 140,335 | 5,924,000 | 15.79% | ||
| 3 | ATWOOD & PALMER INC | 95,395 | 4,027,000 | 10.73% | ||
| 4 | JPMORGAN CHASE & CO | 41,950 | 1,771,000 | 4.72% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 39,442 | 1,665,000 | 4.44% | ||
| 6 | ROYAL BANK OF CANADA | 33,774 | 1,426,000 | 3.80% | ||
| 7 | UBS AG | 24,818 | 1,048,000 | 2.79% | ||
| 8 | LPL Financial LLC | 22,666 | 957,000 | 2.55% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 22,469 | 949,000 | 2.53% | ||
| 10 | AMERIPRISE FINANCIAL INC | 20,847 | 881,000 | 2.35% | ||
| 11 | COOKSON PEIRCE & CO INC | 14,510 | 613,000 | 1.63% | SH | |
| 12 | STIFEL FINANCIAL CORP | 13,825 | 584,000 | 1.56% | ||
| 13 | JANE STREET GROUP, LLC | 8,325 | 351,000 | 0.94% | ||
| 14 | DEUTSCHE BANK AG\ | 7,572 | 319,000 | 0.85% | ||
| 15 | CITIGROUP INC | 875 | 37,000 | 0.10% | ||
| 16 | Creative Planning | 390 | 16,000 | 0.04% |
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.
