| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,478,555 | 146,342,000 | 20.83% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,825,997 | 118,890,000 | 16.92% | ||
| 3 | UBS Group AG | 1,648,239 | 69,341,000 | 9.87% | ||
| 4 | WELLS FARGO & COMPANY/MN | 1,099,979 | 46,276,000 | 6.59% | ||
| 5 | Janney Montgomery Scott LLC | 803,450 | 33,801,000 | 4.81% | ||
| 6 | BERGANKDV WEALTH MANAGEMENT, LLC | 681,202 | 28,658,000 | 4.08% | ||
| 7 | FRONTIER INVESTMENT MGMT CO | 518,150 | 21,775,000 | 3.10% | ||
| 8 | CARDAN CAPITAL PARTNERS, LLC | 487,513 | 20,510,000 | 2.92% | ||
| 9 | RAYMOND JAMES & ASSOCIATES | 476,579 | 20,050,000 | 2.85% | ||
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 448,290 | 18,860,000 | 2.68% | ||
| 11 | LPL Financial LLC | 340,784 | 14,534,000 | 2.07% | ||
| 12 | ProVise Management Group, LLC | 294,641 | 12,395,000 | 1.76% | ||
| 13 | HENGEHOLD CAPITAL MANAGEMENT LLC | 291,199 | 12,251,000 | 1.74% | ||
| 14 | AMERIPRISE FINANCIAL INC | 272,507 | 11,442,000 | 1.63% | ||
| 15 | New England Investment & Retirement Group, Inc. | 261,332 | 10,994,000 | 1.56% | ||
| 16 | Commonwealth Equity Services, Inc | 236,036 | 9,930,000 | 1.41% | ||
| 17 | Gateway Advisory, LLC | 233,195 | 9,811,000 | 1.40% | ||
| 18 | ROYAL BANK OF CANADA | 202,972 | 8,539,000 | 1.22% | ||
| 19 | CENTRAL TRUST Co | 159,029 | 6,690,000 | 0.95% | ||
| 20 | Raymond James Financial Services Advisors, Inc. | 150,787 | 6,344,000 | 0.90% | ||
| 21 | Madden Advisory Services, Inc. | 137,655 | 5,791,000 | 0.82% | ||
| 22 | HighTower Advisors, LLC | 129,125 | 5,437,000 | 0.77% | ||
| 23 | STIFEL FINANCIAL CORP | 112,880 | 4,746,000 | 0.68% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 102,126 | 4,296,000 | 0.61% | ||
| 25 | ADVISOR GROUP, INC. | 88,075 | 3,705,000 | 0.53% | ||
| 26 | Simply Money Advisors | 78,082 | 3,285,000 | 0.47% | ||
| 27 | CUE ADVISORY SERVICES, INC. | 76,650 | 3,225,000 | 0.46% | ||
| 28 | CAHILL FINANCIAL ADVISORS INC | 75,920 | 3,194,000 | 0.45% | ||
| 29 | GOOD LIFE ADVISORS, LLC | 71,827 | 3,049,000 | 0.43% | ||
| 30 | SFMG, LLC | 69,686 | 2,932,000 | 0.42% | ||
| 31 | MSI Financial Services Inc | 69,145 | 2,909,000 | 0.41% | ||
| 32 | LAUREL WEALTH ADVISORS, INC. | 62,748 | 2,640,000 | 0.38% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 48,113 | 2,024,000 | 0.29% | ||
| 34 | WELL DONE, LLC | 46,187 | 1,943,000 | 0.28% | ||
| 35 | Atria Investments, Inc | 42,086 | 1,771,000 | 0.25% | ||
| 36 | WESPAC Advisors, LLC | 40,806 | 1,717,000 | 0.24% | ||
| 37 | GOLDMAN SACHS GROUP INC | 36,569 | 1,538,000 | 0.22% | ||
| 38 | ENVESTNET ASSET MANAGEMENT INC | 36,422 | 1,532,000 | 0.22% | ||
| 39 | GIERL AUGUSTINE INVESTMENT MANAGEMENT INC | 31,614 | 1,330,000 | 0.19% | ||
| 40 | Private Advisor Group, LLC | 28,985 | 1,227,000 | 0.17% | ||
| 41 | NATIONAL PLANNING CORP | 28,360 | 1,204,000 | 0.17% | ||
| 42 | Cetera Advisors LLC | 27,316 | 1,148,000 | 0.16% | ||
| 43 | INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 24,406 | 1,027,000 | 0.15% | ||
| 44 | MERIDIAN WEALTH MANAGEMENT, LLC | 23,159 | 974,000 | 0.14% | ||
| 45 | AVEO CAPITAL PARTNERS, LLC | 20,557 | 865,000 | 0.12% | ||
| 46 | STRATEGIC FINANCIAL GROUP, LLC | 17,242 | 725,000 | 0.10% | ||
| 47 | NEXT Financial Group, Inc | 16,706 | 703,000 | 0.10% | ||
| 48 | DAVIDSON & GARRARD INC | 16,695 | 702,000 | 0.10% | ||
| 49 | Sigma Planning Corp | 16,235 | 683,000 | 0.10% | ||
| 50 | INTERNATIONAL ASSETS HOLDING CORP | 14,382 | 605,000 | 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.
