| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 937,221 | 15,399,000 | 19.71% | ||
| 2 | UBS Group AG | 821,947 | 13,505,000 | 17.28% | ||
| 3 | GUGGENHEIM CAPITAL LLC | 420,253 | 6,905,000 | 8.84% | ||
| 4 | LPL Financial LLC | 326,067 | 5,308,000 | 6.79% | ||
| 5 | Invesco Ltd. | 312,686 | 5,137,000 | 6.57% | ||
| 6 | WELLS FARGO & COMPANY/MN | 276,917 | 4,550,000 | 5.82% | ||
| 7 | Advisors Asset Management, Inc. | 266,749 | 4,383,000 | 5.61% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 186,613 | 3,066,000 | 3.92% | ||
| 9 | ROYAL BANK OF CANADA | 173,049 | 2,844,000 | 3.64% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 128,105 | 2,105,000 | 2.69% | ||
| 11 | WHITTIER TRUST CO | 118,080 | 1,940,000 | 2.48% | ||
| 12 | IFP ADVISORS, INC | 77,985 | 1,281,000 | 1.64% | ||
| 13 | Apriem Advisors | 75,897 | 1,247,000 | 1.60% | ||
| 14 | Raymond James Financial Services Advisors, Inc. | 73,710 | 1,211,000 | 1.55% | ||
| 15 | First Allied Advisory Services, Inc. | 51,461 | 846,000 | 1.08% | ||
| 16 | WEDBUSH SECURITIES INC | 44,739 | 735,000 | 0.94% | ||
| 17 | Concert Wealth Management Inc. | 44,506 | 733,000 | 0.94% | ||
| 18 | HighTower Advisors, LLC | 41,572 | 683,000 | 0.87% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 31,661 | 520,000 | 0.67% | ||
| 20 | CIBC Private Wealth Group LLC | 30,344 | 499,000 | 0.64% | ||
| 21 | D.A. DAVIDSON & CO. | 24,858 | 408,000 | 0.52% | ||
| 22 | Creative Planning | 24,795 | 407,000 | 0.52% | ||
| 23 | CUTLER INVESTMENT COUNSEL LLC | 22,106 | 363,000 | 0.46% | ||
| 24 | DOLIVER ADVISORS, LP | 16,914 | 278,000 | 0.36% | ||
| 25 | STIFEL FINANCIAL CORP | 16,434 | 268,000 | 0.34% | ||
| 26 | Coe Capital Management, LLC | 16,210 | 266,000 | 0.34% | ||
| 27 | Commonwealth Equity Services, Inc | 16,089 | 264,000 | 0.34% | ||
| 28 | INTEGRATED WEALTH MANAGEMENT | 16,073 | 264,000 | 0.34% | ||
| 29 | Cetera Advisor Networks LLC | 15,623 | 257,000 | 0.33% | ||
| 30 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15,220 | 250,000 | 0.32% | ||
| 31 | Laurion Capital Management LP | 13,886 | 228,000 | 0.29% | ||
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,536 | 222,000 | 0.28% | ||
| 33 | Baker Ellis Asset Management LLC | 12,653 | 208,000 | 0.27% | ||
| 34 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 12,600 | 207,000 | 0.26% | ||
| 35 | Cetera Advisors LLC | 11,237 | 184,000 | 0.24% | ||
| 36 | RAND WEALTH, LLC | 10,612 | 174,000 | 0.22% | ||
| 37 | SEI INVESTMENTS CO | 10,260 | 169,000 | 0.22% | ||
| 38 | CWM, LLC | 10,243 | 168,000 | 0.21% | ||
| 39 | MUFG Americas Holdings Corp | 9,751 | 160,000 | 0.20% | ||
| 40 | MSI Financial Services Inc | 7,788 | 128,000 | 0.16% | ||
| 41 | ENVESTNET ASSET MANAGEMENT INC | 7,490 | 123,000 | 0.16% | ||
| 42 | SECURITY NATIONAL TRUST CO | 4,243 | 70,000 | 0.09% | ||
| 43 | Stanford Investment Group, Inc. | 2,273 | 37,000 | 0.05% | ||
| 44 | WHITTIER TRUST CO OF NEVADA INC | 2,122 | 35,000 | 0.04% | ||
| 45 | MOSAIC FAMILY WEALTH, LLC | 2,077 | 34,000 | 0.04% | ||
| 46 | US BANCORP \DE\ | 1,263 | 21,000 | 0.03% | ||
| 47 | Stevens First Principles Investment Advisors | 1,100 | 18,000 | 0.02% | ||
| 48 | Gemmer Asset Management LLC | 1,047 | 17,000 | 0.02% | ||
| 49 | ADVISOR GROUP, INC. | 530 | 9,000 | 0.01% | ||
| 50 | CITIGROUP INC | 381 | 6,000 | 0.01% |
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.
