| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,380,491 | 60,196,000 | 51.31% | ||
| 2 | WELLS FARGO & COMPANY/MN | 270,031 | 11,775,000 | 10.04% | ||
| 3 | ROYAL BANK OF CANADA | 260,839 | 11,374,000 | 9.70% | ||
| 4 | Orion Porfolio Solutions, LLC | 149,889 | 6,536,000 | 5.57% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 146,225 | 6,376,000 | 5.43% | ||
| 6 | COMERICA BANK | 117,087 | 5,106,000 | 4.35% | ||
| 7 | Euclid Advisors LLC | 113,700 | 4,958,000 | 4.23% | ||
| 8 | UBS AG | 73,919 | 3,223,000 | 2.75% | ||
| 9 | Mosaic Financial Partners, Inc. | 43,001 | 1,875,000 | 1.60% | ||
| 10 | First Allied Asset Management, Inc. | 32,270 | 1,415,000 | 1.21% | ||
| 11 | VSR Financial Services, Inc. | 28,369 | 1,237,000 | 1.05% | ||
| 12 | WFG Advisors, LP | 16,076 | 701,000 | 0.60% | ||
| 13 | Advisors Preferred, LLC | 12,027 | 524,437 | 0.45% | ||
| 14 | Accuvest Global Advisors | 10,577 | 461,000 | 0.39% | ||
| 15 | 3D ASSET MANAGEMENT, INC | 8,189 | 357,000 | 0.30% | ||
| 16 | Pinnacle Summer Investments, Inc. | 8,084 | 352,000 | 0.30% | ||
| 17 | Prospera Financial Services Inc | 5,350 | 233,000 | 0.20% | ||
| 18 | LPL Financial LLC | 4,631 | 202,000 | 0.17% | ||
| 19 | Private Ocean, LLC | 3,912 | 171,000 | 0.15% | ||
| 20 | AXA S.A. | 3,000 | 131,000 | 0.11% | ||
| 21 | Efficient Market Advisors, LLC | 1,534 | 67,000 | 0.06% | ||
| 22 | Transamerica Financial Advisors, LLC | 598 | 27,000 | 0.02% | ||
| 23 | PNC FINANCIAL SERVICES GROUP, INC. | 316 | 14,000 | 0.01% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 79 | 3,000 | 0.00% | ||
| 25 | Gradient Investments LLC | 37 | 2,000 | 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.
