| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 463,982 | 19,952,000 | 53.42% | ||
| 2 | ATWOOD & PALMER INC | 93,595 | 4,025,000 | 10.78% | ||
| 3 | ROYAL BANK OF CANADA | 43,043 | 1,851,000 | 4.96% | ||
| 4 | JPMORGAN CHASE & CO | 42,465 | 1,826,000 | 4.89% | ||
| 5 | RAYMOND JAMES & ASSOCIATES | 38,039 | 1,636,000 | 4.38% | ||
| 6 | UBS AG | 34,928 | 1,502,000 | 4.02% | ||
| 7 | JANE STREET GROUP, LLC | 32,732 | 1,408,000 | 3.77% | ||
| 8 | LPL Financial LLC | 23,318 | 1,003,000 | 2.69% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 21,474 | 923,000 | 2.47% | ||
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,107 | 736,000 | 1.97% | ||
| 11 | AMERIPRISE FINANCIAL INC | 16,817 | 725,000 | 1.94% | ||
| 12 | CIBC WORLD MARKET INC. | 15,834 | 681,000 | 1.82% | ||
| 13 | STIFEL FINANCIAL CORP | 14,218 | 611,000 | 1.64% | ||
| 14 | Robert W. Baird & Co. Inc | 8,988 | 387,000 | 1.04% | ||
| 15 | Creative Planning | 726 | 31,000 | 0.08% | ||
| 16 | B. Riley Wealth Advisors, Inc. | 500 | 21,502 | 0.06% | ||
| 17 | NEXT Financial Group, Inc | 465 | 19,000 | 0.05% | ||
| 18 | DEUTSCHE BANK AG\ | 279 | 11,000 | 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.
