| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 502,804 | 11,866,000 | 14.76% | ||
| 2 | Horizon Kinetics LLC | 480,455 | 11,339,000 | 14.10% | ||
| 3 | GUGGENHEIM CAPITAL LLC | 379,075 | 8,947,000 | 11.13% | ||
| 4 | UBS AG | 342,645 | 8,086,000 | 10.06% | ||
| 5 | BB&T SECURITIES, LLC | 32,249 | 7,610,000 | 9.47% | ||
| 6 | Apriem Advisors | 140,753 | 3,322,000 | 4.13% | ||
| 7 | HighTower Advisors, LLC | 130,624 | 3,083,000 | 3.83% | ||
| 8 | LPL Financial LLC | 98,045 | 2,296,000 | 2.86% | ||
| 9 | WELLS FARGO & COMPANY/MN | 89,355 | 2,109,000 | 2.62% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 87,432 | 2,063,000 | 2.57% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 79,519 | 1,877,000 | 2.33% | ||
| 12 | Invesco Ltd. | 75,244 | 1,776,000 | 2.21% | ||
| 13 | SUMMIT CAPITAL MANAGEMENT LLC | 56,305 | 1,329,000 | 1.65% | ||
| 14 | FIRST FOUNDATION ADVISORS | 56,219 | 1,327,000 | 1.65% | ||
| 15 | NATIONAL PLANNING CORP | 52,730 | 1,250,000 | 1.55% | ||
| 16 | DEUTSCHE BANK AG\ | 47,265 | 1,115,000 | 1.39% | ||
| 17 | Homrich & Berg | 46,638 | 1,101,000 | 1.37% | ||
| 18 | Cetera Advisor Networks LLC | 46,587 | 1,098,000 | 1.37% | ||
| 19 | WEDBUSH SECURITIES INC | 38,938 | 919,000 | 1.14% | ||
| 20 | ROYAL BANK OF CANADA | 33,352 | 787,000 | 0.98% | ||
| 21 | CABOT WEALTH MANAGEMENT INC | 32,995 | 779,000 | 0.97% | ||
| 22 | ArchPoint Investors | 25,720 | 607,000 | 0.76% | ||
| 23 | Private Advisor Group, LLC | 23,335 | 551,000 | 0.69% | ||
| 24 | BANK OF MONTREAL /CAN/ | 22,140 | 523,000 | 0.65% | ||
| 25 | SIT INVESTMENT ASSOCIATES INC | 18,600 | 439,000 | 0.55% | ||
| 26 | STIFEL FINANCIAL CORP | 16,915 | 399,000 | 0.50% | ||
| 27 | KMS FINANCIAL SERVICES, INC | 15,555 | 367,000 | 0.46% | ||
| 28 | Cetera Advisors LLC | 15,133 | 357,000 | 0.44% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 14,922 | 352,000 | 0.44% | ||
| 30 | Joel Isaacson & Co., LLC | 14,917 | 352,000 | 0.44% | ||
| 31 | USCA RIA LLC | 13,726 | 324,000 | 0.40% | ||
| 32 | Brown Advisory Securities, LLC | 10,500 | 248,000 | 0.31% | ||
| 33 | BARCLAYS PLC | 10,602 | 244,000 | 0.30% | ||
| 34 | Virtu KCG Holdings LLC | 9,721 | 229,000 | 0.28% | ||
| 35 | VSR Financial Services, Inc. | 9,406 | 222,000 | 0.28% | ||
| 36 | US BANCORP \DE\ | 8,936 | 211,000 | 0.26% | ||
| 37 | Composition Wealth, LLC | 8,600 | 203,000 | 0.25% | ||
| 38 | Focused Wealth Management, Inc | 7,506 | 177,000 | 0.22% | ||
| 39 | Pinnacle Summer Investments, Inc. | 6,300 | 149,000 | 0.19% | ||
| 40 | AMERIPRISE FINANCIAL INC | 3,110 | 73,000 | 0.09% | ||
| 41 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,903 | 69,000 | 0.09% | ||
| 42 | B. Riley Wealth Management, Inc. | 2,490 | 58,000 | 0.07% | ||
| 43 | FIFTH THIRD BANCORP | 2,000 | 47,000 | 0.06% | ||
| 44 | MSI Financial Services Inc | 1,740 | 41,000 | 0.05% | ||
| 45 | Winslow, Evans & Crocker, Inc. | 1,400 | 33,040 | 0.04% | ||
| 46 | BENJAMIN F. EDWARDS & COMPANY, INC. | 450 | 11,000 | 0.01% | ||
| 47 | Blume Capital Management, Inc. | 400 | 9,000 | 0.01% | ||
| 48 | PINNACLE FINANCIAL PARTNERS INC | 378 | 9,000 | 0.01% | ||
| 49 | WFG Advisors, LP | 180 | 4,000 | 0.00% | ||
| 50 | MACROVIEW INVESTMENT MANAGEMENT LLC | 175 | 4,000 | 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.
