| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1,360,758 | 56,676,000 | 46.87% | ||
| 2 | M&T BANK CORP | 491,540 | 20,472,000 | 16.93% | ||
| 3 | MORGAN STANLEY | 218,574 | 9,104,000 | 7.53% | ||
| 4 | TRUIST FINANCIAL CORP | 208,642 | 8,690,000 | 7.19% | ||
| 5 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 119,837 | 4,991,000 | 4.13% | ||
| 6 | AMERIPRISE FINANCIAL INC | 92,257 | 3,842,000 | 3.18% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 87,833 | 3,658,000 | 3.02% | ||
| 8 | Commonwealth Equity Services, Inc | 66,932 | 2,788,000 | 2.31% | ||
| 9 | DARRELL & KING LLC | 47,445 | 1,976,000 | 1.63% | ||
| 10 | LPL Financial LLC | 38,103 | 1,568,000 | 1.30% | ||
| 11 | NATIONAL PLANNING CORP | 27,785 | 1,167,000 | 0.97% | ||
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,090 | 1,127,000 | 0.93% | ||
| 13 | GFS Advisors, LLC | 24,532 | 589,000 | 0.49% | ||
| 14 | USCA RIA LLC | 24,532 | 589,000 | 0.49% | ||
| 15 | HighTower Advisors, LLC | 14,147 | 583,000 | 0.48% | ||
| 16 | Timber Hill LLC | 13,330 | 555,000 | 0.46% | ||
| 17 | WELLS FARGO & COMPANY/MN | 11,753 | 489,000 | 0.40% | ||
| 18 | Raymond James Financial Services Advisors, Inc. | 10,530 | 439,000 | 0.36% | ||
| 19 | CITIGROUP INC | 10,166 | 422,000 | 0.35% | ||
| 20 | CITADEL ADVISORS LLC | 8,809 | 366,000 | 0.30% | ||
| 21 | WBH ADVISORY INC | 8,483 | 353,000 | 0.29% | ||
| 22 | MSI Financial Services Inc | 3,480 | 145,000 | 0.12% | ||
| 23 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,065 | 127,000 | 0.11% | ||
| 24 | ENVESTNET ASSET MANAGEMENT INC | 2,866 | 119,000 | 0.10% | ||
| 25 | Advisory Services Network, LLC | 1,057 | 44,000 | 0.04% | ||
| 26 | WFG Advisors, LP | 283 | 12,000 | 0.01% | ||
| 27 | AMERICAN INTERNATIONAL GROUP, INC. | 239 | 10,000 | 0.01% | ||
| 28 | ROYAL BANK OF CANADA | 228 | 9,000 | 0.01% | ||
| 29 | Financial Architects, Inc | 152 | 6,000 | 0.00% | ||
| 30 | PNC FINANCIAL SERVICES GROUP, INC. | 85 | 4,000 | 0.00% | ||
| 31 | CWM, LLC | 86 | 4,000 | 0.00% | ||
| 32 | IFP ADVISORS, INC | 100 | 4,000 | 0.00% | ||
| 33 | BlackRock Finance, Inc. | 81 | 3,000 | 0.00% | ||
| 34 | ASSETMARK, INC | 24 | 1,000 | 0.00% | ||
| 35 | 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.
