| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 260,898 | 7,702,000 | 31.40% | ||
| 2 | Raymond James Financial Services Advisors, Inc. | 215,399 | 6,359,000 | 25.92% | ||
| 3 | LPL Financial LLC | 83,536 | 2,463,000 | 10.04% | ||
| 4 | RAYMOND JAMES & ASSOCIATES | 64,459 | 1,903,000 | 7.76% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 56,899 | 1,680,000 | 6.85% | ||
| 6 | CIBC WORLD MARKET INC. | 34,926 | 1,031,000 | 4.20% | ||
| 7 | MSI Financial Services Inc | 23,087 | 682,000 | 2.78% | ||
| 8 | CITIGROUP INC | 22,087 | 652,000 | 2.66% | ||
| 9 | SNOWDEN CAPITAL ADVISORS LLC | 22,030 | 650,322 | 2.65% | ||
| 10 | ROYAL BANK OF CANADA | 17,704 | 523,000 | 2.13% | ||
| 11 | LAZARD ASSET MANAGEMENT LLC | 13,700 | 404,000 | 1.65% | PRN | |
| 12 | SHEAFF BROCK INVESTMENT ADVISORS, LLC | 7,000 | 207,000 | 0.84% | ||
| 13 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,500 | 133,000 | 0.54% | ||
| 14 | IFP ADVISORS, INC | 2,686 | 79,000 | 0.32% | ||
| 15 | Creative Planning | 1,000 | 30,000 | 0.12% | ||
| 16 | ADVISOR GROUP, INC. | 680 | 20,000 | 0.08% | ||
| 17 | Winslow, Evans & Crocker, Inc. | 276 | 8,118 | 0.03% | ||
| 18 | Advisory Services Network, LLC | 150 | 4,000 | 0.02% | ||
| 19 | WELLS FARGO & COMPANY/MN | 3 | 0 | 0.00% | ||
| 20 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
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.
