| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 677,498 | 20,699,000 | 25.31% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 643,148 | 19,649,000 | 24.02% | ||
| 3 | STATE STREET CORP | 453,881 | 13,866,000 | 16.95% | ||
| 4 | MORGAN STANLEY | 264,206 | 8,071,000 | 9.87% | ||
| 5 | ROYAL BANK OF CANADA | 104,812 | 3,202,000 | 3.92% | ||
| 6 | Firsthand Capital Management, Inc. | 100,000 | 3,055,000 | 3.74% | ||
| 7 | JANE STREET GROUP, LLC | 94,010 | 2,872,000 | 3.51% | ||
| 8 | ASSETMARK, INC | 55,852 | 1,706,000 | 2.09% | ||
| 9 | AMERIPRISE FINANCIAL INC | 54,923 | 1,678,000 | 2.05% | ||
| 10 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 41,337 | 1,263,000 | 1.54% | ||
| 11 | Private Advisor Group, LLC | 40,946 | 1,247,000 | 1.52% | ||
| 12 | Commonwealth Equity Services, Inc | 34,227 | 1,046,000 | 1.28% | ||
| 13 | UBS Group AG | 30,401 | 929,000 | 1.14% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 22,104 | 675,000 | 0.83% | ||
| 15 | First Heartland Consultants, Inc. | 19,372 | 592,000 | 0.72% | ||
| 16 | LPL Financial LLC | 12,881 | 392,000 | 0.48% | ||
| 17 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 10,820 | 331,000 | 0.40% | ||
| 18 | 1832 Asset Management L.P. | 6,580 | 201,000 | 0.25% | ||
| 19 | NEXT Financial Group, Inc | 2,864 | 87,000 | 0.11% | ||
| 20 | GENEOS WEALTH MANAGEMENT INC. | 2,825 | 86,000 | 0.11% | ||
| 21 | MSI Financial Services Inc | 2,010 | 61,000 | 0.07% | ||
| 22 | WELLS FARGO & COMPANY/MN | 1,897 | 58,000 | 0.07% | ||
| 23 | ADVISOR GROUP, INC. | 580 | 18,000 | 0.02% | ||
| 24 | Creative Planning | 100 | 3,000 | 0.00% | ||
| 25 | 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.
