| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,574,716 | 54,847,000 | 22.60% | ||
| 2 | UBS Group AG | 1,371,170 | 47,758,000 | 19.68% | ||
| 3 | JNBA Financial Advisors | 857,861 | 29,879,000 | 12.31% | ||
| 4 | Raymond James Financial Services Advisors, Inc. | 338,411 | 11,787,000 | 4.86% | ||
| 5 | WELLS FARGO & COMPANY/MN | 325,659 | 11,343,000 | 4.67% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 299,036 | 10,416,000 | 4.29% | ||
| 7 | LPL Financial LLC | 284,931 | 10,064,000 | 4.15% | ||
| 8 | Orion Porfolio Solutions, LLC | 275,350 | 9,590,000 | 3.95% | ||
| 9 | KELMAN-LAZAROV, INC. | 192,065 | 6,689,623 | 2.76% | ||
| 10 | AHRENS INVESTMENT PARTNERS LLC | 135,252 | 4,711,000 | 1.94% | ||
| 11 | NATIONAL PLANNING CORP | 128,141 | 4,608,000 | 1.90% | ||
| 12 | JANE STREET GROUP, LLC | 117,692 | 4,099,000 | 1.69% | ||
| 13 | RAYMOND JAMES & ASSOCIATES | 99,351 | 3,460,000 | 1.43% | ||
| 14 | STIFEL FINANCIAL CORP | 79,670 | 2,770,000 | 1.14% | ||
| 15 | ROYAL BANK OF CANADA | 70,350 | 2,449,000 | 1.01% | ||
| 16 | HighTower Advisors, LLC | 67,529 | 2,343,000 | 0.97% | ||
| 17 | Commonwealth Equity Services, Inc | 56,865 | 1,981,000 | 0.82% | ||
| 18 | Sigma Planning Corp | 56,069 | 1,953,000 | 0.80% | ||
| 19 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 49,741 | 1,732,000 | 0.71% | ||
| 20 | Cambridge Investment Research Advisors, Inc. | 41,348 | 1,440,000 | 0.59% | ||
| 21 | AMERIPRISE FINANCIAL INC | 36,097 | 1,257,000 | 0.52% | ||
| 22 | STEPHENS INC /AR/ | 33,597 | 1,170,000 | 0.48% | ||
| 23 | VICUS CAPITAL | 28,577 | 995,000 | 0.41% | ||
| 24 | CITIGROUP INC | 28,008 | 976,000 | 0.40% | ||
| 25 | Allianz Asset Management GmbH | 28,000 | 975,000 | 0.40% | ||
| 26 | Private Advisor Group, LLC | 26,631 | 954,000 | 0.39% | ||
| 27 | BANQUE PICTET & CIE SA | 24,980 | 870,000 | 0.36% | ||
| 28 | Pictet North America Advisors SA | 24,980 | 870,000 | 0.36% | ||
| 29 | CWM, LLC | 20,363 | 709,000 | 0.29% | ||
| 30 | Argent Trust Co | 18,525 | 645,000 | 0.27% | ||
| 31 | First Allied Advisory Services, Inc. | 17,555 | 611,000 | 0.25% | ||
| 32 | WEDBUSH SECURITIES INC | 17,084 | 595,000 | 0.25% | ||
| 33 | ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 15,681 | 557,000 | 0.23% | ||
| 34 | MERIDIAN WEALTH MANAGEMENT, LLC | 15,500 | 540,000 | 0.22% | ||
| 35 | NORTHERN TRUST CORP | 15,000 | 522,000 | 0.22% | ||
| 36 | OLD SECOND NATIONAL BANK OF AURORA | 13,500 | 470,000 | 0.19% | ||
| 37 | WHITTIER TRUST CO OF NEVADA INC | 13,145 | 458,000 | 0.19% | ||
| 38 | MSI Financial Services Inc | 13,073 | 455,000 | 0.19% | ||
| 39 | GREAT LAKES ADVISORS, LLC | 12,702 | 442,000 | 0.18% | ||
| 40 | SG Americas Securities, LLC | 12,398 | 432,000 | 0.18% | ||
| 41 | IFP ADVISORS, INC | 11,083 | 386,000 | 0.16% | ||
| 42 | Partnervest Advisory Services LLC | 10,564 | 368,000 | 0.15% | ||
| 43 | ENVESTNET ASSET MANAGEMENT INC | 10,347 | 359,000 | 0.15% | ||
| 44 | ProVise Management Group, LLC | 8,825 | 307,000 | 0.13% | ||
| 45 | AVEO CAPITAL PARTNERS, LLC | 7,343 | 256,000 | 0.11% | ||
| 46 | LAUREL WEALTH ADVISORS, INC. | 6,200 | 251,000 | 0.10% | ||
| 47 | Roundview Capital LLC | 7,155 | 249,000 | 0.10% | ||
| 48 | EDMOND DE ROTHSCHILD HOLDING S.A. | 6,700 | 233,000 | 0.10% | ||
| 49 | PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 6,370 | 227,000 | 0.09% | ||
| 50 | DAVENPORT & Co LLC | 6,453 | 224,000 | 0.09% |
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.
