| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1,259,692 | 59,206,000 | 39.28% | ||
| 2 | WELLS FARGO & COMPANY/MN | 547,803 | 25,747,000 | 17.08% | ||
| 3 | MORGAN STANLEY | 246,554 | 11,588,000 | 7.69% | ||
| 4 | TRUIST FINANCIAL CORP | 188,679 | 8,868,000 | 5.88% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 173,357 | 8,149,000 | 5.41% | ||
| 6 | SRS CAPITAL ADVISORS, INC. | 146,605 | 6,890,000 | 4.57% | SH | |
| 7 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 119,837 | 5,632,000 | 3.74% | ||
| 8 | Commonwealth Equity Services, Inc | 94,799 | 4,456,000 | 2.96% | ||
| 9 | AMERIPRISE FINANCIAL INC | 82,658 | 3,885,000 | 2.58% | ||
| 10 | AE WEALTH MANAGEMENT LLC | 59,420 | 2,793,000 | 1.85% | ||
| 11 | Simplicity Solutions, LLC | 59,420 | 2,793,000 | 1.85% | ||
| 12 | DARRELL & KING LLC | 34,438 | 1,619,000 | 1.07% | ||
| 13 | CITADEL ADVISORS LLC | 26,670 | 1,253,000 | 0.83% | ||
| 14 | M&T BANK CORP | 26,006 | 1,222,000 | 0.81% | ||
| 15 | NATIONAL PLANNING CORP | 25,496 | 1,203,000 | 0.80% | ||
| 16 | LPL Financial LLC | 19,348 | 917,000 | 0.61% | ||
| 17 | HighTower Advisors, LLC | 14,651 | 692,000 | 0.46% | ||
| 18 | CITIGROUP INC | 14,218 | 668,000 | 0.44% | ||
| 19 | ANCHOR CAPITAL ADVISORS LLC | 14,175 | 666,000 | 0.44% | ||
| 20 | Timber Hill LLC | 14,019 | 659,000 | 0.44% | ||
| 21 | Virtu KCG Holdings LLC | 10,317 | 485,000 | 0.32% | ||
| 22 | WBH ADVISORY INC | 8,483 | 398,000 | 0.26% | ||
| 23 | MONEYWISE, INC. | 6,426 | 302,000 | 0.20% | ||
| 24 | MSI Financial Services Inc | 3,441 | 162,000 | 0.11% | ||
| 25 | ENVESTNET ASSET MANAGEMENT INC | 2,996 | 141,000 | 0.09% | ||
| 26 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,952 | 139,000 | 0.09% | ||
| 27 | ADVISOR GROUP, INC. | 1,264 | 59,000 | 0.04% | ||
| 28 | FINANCIAL ADVISORS NETWORK, INC. | 690 | 32,568 | 0.02% | ||
| 29 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 628 | 30,000 | 0.02% | ||
| 30 | FLOW TRADERS U.S. LLC | 376 | 18,000 | 0.01% | ||
| 31 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 366 | 17,000 | 0.01% | ||
| 32 | WFG Advisors, LP | 210 | 10,000 | 0.01% | ||
| 33 | ROYAL BANK OF CANADA | 213 | 10,000 | 0.01% | ||
| 34 | Financial Architects, Inc | 152 | 7,000 | 0.00% | ||
| 35 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 106 | 5,000 | 0.00% | ||
| 36 | M&R CAPITAL MANAGEMENT INC | 119 | 5,000 | 0.00% | ||
| 37 | IFP ADVISORS, INC | 100 | 5,000 | 0.00% | ||
| 38 | BlackRock Finance, Inc. | 81 | 4,000 | 0.00% | ||
| 39 | CWM, LLC | 86 | 4,000 | 0.00% | ||
| 40 | ASSET DEDICATION, LLC | 50 | 2,000 | 0.00% | ||
| 41 | 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.
