| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,500,483 | 51,107,000 | 29.33% | ||
| 2 | UBS Group AG | 1,319,376 | 44,938,000 | 25.79% | ||
| 3 | Orion Porfolio Solutions, LLC | 266,268 | 9,069,000 | 5.20% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 260,136 | 8,860,000 | 5.08% | ||
| 5 | LPL Financial LLC | 260,139 | 8,803,000 | 5.05% | ||
| 6 | WELLS FARGO & COMPANY/MN | 220,419 | 7,508,000 | 4.31% | ||
| 7 | KELMAN-LAZAROV, INC. | 180,000 | 6,091,200 | 3.50% | ||
| 8 | Raymond James Financial Services Advisors, Inc. | 161,476 | 5,500,000 | 3.16% | ||
| 9 | NATIONAL PLANNING CORP | 105,891 | 3,549,000 | 2.04% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 87,520 | 2,981,000 | 1.71% | ||
| 11 | STIFEL FINANCIAL CORP | 80,663 | 2,748,000 | 1.58% | ||
| 12 | ROYAL BANK OF CANADA | 68,528 | 2,333,000 | 1.34% | ||
| 13 | HighTower Advisors, LLC | 61,081 | 2,077,000 | 1.19% | ||
| 14 | Commonwealth Equity Services, Inc | 54,248 | 1,848,000 | 1.06% | ||
| 15 | Sigma Planning Corp | 54,207 | 1,846,000 | 1.06% | ||
| 16 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 39,313 | 1,339,000 | 0.77% | ||
| 17 | STEPHENS INC /AR/ | 31,479 | 1,072,000 | 0.62% | ||
| 18 | Cambridge Investment Research Advisors, Inc. | 29,655 | 1,010,000 | 0.58% | ||
| 19 | Allianz Asset Management GmbH | 28,000 | 943,000 | 0.54% | ||
| 20 | BANQUE PICTET & CIE SA | 25,947 | 884,000 | 0.51% | ||
| 21 | Pictet North America Advisors SA | 25,947 | 884,000 | 0.51% | ||
| 22 | Private Advisor Group, LLC | 25,350 | 858,000 | 0.49% | ||
| 23 | CWM, LLC | 20,113 | 685,000 | 0.39% | ||
| 24 | SG Americas Securities, LLC | 19,698 | 671,000 | 0.39% | ||
| 25 | First Allied Advisory Services, Inc. | 17,600 | 599,000 | 0.34% | ||
| 26 | NORTHERN TRUST CORP | 15,000 | 511,000 | 0.29% | ||
| 27 | CITIGROUP INC | 14,391 | 490,000 | 0.28% | ||
| 28 | OLD SECOND NATIONAL BANK OF AURORA | 13,500 | 460,000 | 0.26% | ||
| 29 | WHITTIER TRUST CO OF NEVADA INC | 13,145 | 448,000 | 0.26% | ||
| 30 | GREAT LAKES ADVISORS, LLC | 12,699 | 433,000 | 0.25% | ||
| 31 | WEDBUSH SECURITIES INC | 12,538 | 427,000 | 0.25% | ||
| 32 | IFP ADVISORS, INC | 9,449 | 322,000 | 0.18% | ||
| 33 | ProVise Management Group, LLC | 9,300 | 317,000 | 0.18% | ||
| 34 | MSI Financial Services Inc | 8,846 | 301,000 | 0.17% | ||
| 35 | Roundview Capital LLC | 8,605 | 293,000 | 0.17% | ||
| 36 | Partnervest Advisory Services LLC | 7,758 | 264,000 | 0.15% | ||
| 37 | Cetera Advisor Networks LLC | 7,288 | 248,000 | 0.14% | ||
| 38 | MILLENNIUM MANAGEMENT LLC | 6,818 | 232,000 | 0.13% | ||
| 39 | SVA Wealth Management, LLC | 6,293 | 214,000 | 0.12% | ||
| 40 | BECK CAPITAL MANAGEMENT, LLC | 5,930 | 202,000 | 0.12% | ||
| 41 | Creative Planning | 4,820 | 164,000 | 0.09% | ||
| 42 | WFG Advisors, LP | 4,635 | 158,000 | 0.09% | ||
| 43 | ENVESTNET ASSET MANAGEMENT INC | 4,498 | 153,000 | 0.09% | ||
| 44 | Winslow, Evans & Crocker, Inc. | 2,602 | 88,592 | 0.05% | ||
| 45 | US BANCORP \DE\ | 2,385 | 81,000 | 0.05% | ||
| 46 | ADVISOR GROUP, INC. | 1,836 | 63,000 | 0.04% | ||
| 47 | KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC | 1,628 | 55,000 | 0.03% | ||
| 48 | Sandy Spring Bank | 803 | 27,000 | 0.02% | ||
| 49 | SEI INVESTMENTS CO | 512 | 17,000 | 0.01% | ||
| 50 | MYCIO WEALTH PARTNERS, LLC | 500 | 17,000 | 0.01% |
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.
