| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,960,278 | 78,196,000 | 16.12% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,883,908 | 75,149,000 | 15.49% | ||
| 3 | UBS Group AG | 1,170,923 | 46,708,000 | 9.63% | ||
| 4 | WELLS FARGO & COMPANY/MN | 950,649 | 37,922,000 | 7.82% | ||
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 589,976 | 23,599,000 | 4.87% | ||
| 6 | Janney Montgomery Scott LLC | 603,467 | 21,453,000 | 4.42% | ||
| 7 | BERGANKDV WEALTH MANAGEMENT, LLC | 513,529 | 20,485,000 | 4.22% | ||
| 8 | HENGEHOLD CAPITAL MANAGEMENT LLC | 464,491 | 18,529,000 | 3.82% | ||
| 9 | CARDAN CAPITAL PARTNERS, LLC | 452,666 | 18,057,000 | 3.72% | ||
| 10 | RAYMOND JAMES & ASSOCIATES | 404,296 | 16,127,000 | 3.33% | ||
| 11 | NIEMANN CAPITAL MANAGEMENT INC | 268,647 | 10,716,000 | 2.21% | ||
| 12 | ProVise Management Group, LLC | 259,181 | 10,339,000 | 2.13% | ||
| 13 | Commonwealth Equity Services, Inc | 216,873 | 8,651,000 | 1.78% | ||
| 14 | AMERIPRISE FINANCIAL INC | 212,674 | 8,483,000 | 1.75% | ||
| 15 | Gateway Advisory, LLC | 191,438 | 7,774,000 | 1.60% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 188,190 | 7,507,000 | 1.55% | ||
| 17 | LPL Financial LLC | 179,953 | 7,144,000 | 1.47% | ||
| 18 | New England Investment & Retirement Group, Inc. | 176,257 | 7,031,000 | 1.45% | ||
| 19 | Madden Advisory Services, Inc. | 156,690 | 6,250,000 | 1.29% | ||
| 20 | CENTRAL TRUST Co | 128,597 | 5,129,000 | 1.06% | ||
| 21 | GOLDMAN SACHS GROUP INC | 128,118 | 5,111,000 | 1.05% | ||
| 22 | ROYAL BANK OF CANADA | 115,089 | 4,591,000 | 0.95% | ||
| 23 | CAHILL FINANCIAL ADVISORS INC | 65,821 | 2,626,000 | 0.54% | ||
| 24 | LAUREL WEALTH ADVISORS, INC. | 64,291 | 2,565,000 | 0.53% | ||
| 25 | Raymond James Financial Services Advisors, Inc. | 62,966 | 2,512,000 | 0.52% | ||
| 26 | CUE ADVISORY SERVICES, INC. | 59,600 | 2,377,000 | 0.49% | ||
| 27 | STIFEL FINANCIAL CORP | 58,457 | 2,332,000 | 0.48% | ||
| 28 | WESPAC Advisors, LLC | 57,109 | 2,278,000 | 0.47% | ||
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,838 | 1,908,000 | 0.39% | ||
| 30 | WELL DONE, LLC | 44,243 | 1,765,000 | 0.36% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 36,333 | 1,449,000 | 0.30% | ||
| 32 | Merriman Wealth Management, LLC | 34,983 | 1,395,000 | 0.29% | ||
| 33 | ADVISOR GROUP, INC. | 34,326 | 1,367,000 | 0.28% | ||
| 34 | SFMG, LLC | 28,710 | 1,145,000 | 0.24% | ||
| 35 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 27,027 | 1,078,000 | 0.22% | ||
| 36 | Atria Investments, Inc | 25,766 | 1,033,000 | 0.21% | ||
| 37 | NATIONAL PLANNING CORP | 24,460 | 1,008,000 | 0.21% | ||
| 38 | AVIANCE CAPITAL MANAGEMENT, LLC | 24,171 | 964,000 | 0.20% | ||
| 39 | Simply Money Advisors | 22,205 | 886,000 | 0.18% | ||
| 40 | Cetera Advisors LLC | 21,075 | 840,000 | 0.17% | ||
| 41 | HighTower Advisors, LLC | 18,567 | 741,000 | 0.15% | ||
| 42 | CAVALIER INVESTMENTS, LLC | 18,535 | 739,000 | 0.15% | ||
| 43 | DAVIDSON & GARRARD INC | 17,858 | 712,000 | 0.15% | ||
| 44 | MSI Financial Services Inc | 17,803 | 710,000 | 0.15% | ||
| 45 | STRATEGIC FINANCIAL GROUP, LLC | 16,072 | 641,000 | 0.13% | ||
| 46 | REGIONS FINANCIAL CORP | 14,660 | 585,000 | 0.12% | ||
| 47 | Tuttle Capital Management, LLC | 14,110 | 563,000 | 0.12% | ||
| 48 | CITIGROUP INC | 11,810 | 471,000 | 0.10% | ||
| 49 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11,009 | 439,000 | 0.09% | ||
| 50 | BB&T SECURITIES, LLC | 10,817 | 431,000 | 0.09% |
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.
