| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BRIGHTON JONES LLC | 2,379,553 | 39,334,018 | 19.79% | ||
| 2 | COMMERCE BANK | 2,197,238 | 36,320,000 | 18.27% | ||
| 3 | UBS Group AG | 961,215 | 15,889,000 | 7.99% | ||
| 4 | JOHNSON INVESTMENT COUNSEL INC | 947,382 | 15,660,000 | 7.88% | ||
| 5 | LPL Financial LLC | 784,936 | 12,167,000 | 6.12% | ||
| 6 | Klingman & Associates, LLC | 578,252 | 9,559,000 | 4.81% | ||
| 7 | Mosaic Financial Partners, Inc. | 527,389 | 8,718,000 | 4.39% | ||
| 8 | SUNTRUST BANKS INC | 406,204 | 6,714,000 | 3.38% | ||
| 9 | WELLS FARGO & COMPANY/MN | 367,772 | 6,080,000 | 3.06% | ||
| 10 | BANK OF MONTREAL /CAN/ | 354,392 | 5,859,000 | 2.95% | ||
| 11 | CREDIT SUISSE AG/ | 325,000 | 5,372,000 | 2.70% | ||
| 12 | TIEDEMANN TRUST CO | 243,705 | 4,028,000 | 2.03% | ||
| 13 | Virtu Financial LLC | 182,602 | 3,018,000 | 1.52% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 171,721 | 2,839,000 | 1.43% | ||
| 15 | MOTCO | 127,247 | 2,103,000 | 1.06% | ||
| 16 | REGIONS FINANCIAL CORP | 111,094 | 1,836,000 | 0.92% | ||
| 17 | Simplicity Solutions, LLC | 101,747 | 1,682,000 | 0.85% | ||
| 18 | BLAIR WILLIAM & CO/IL | 92,577 | 1,530,000 | 0.77% | ||
| 19 | Gilman Hill Asset Management, LLC | 91,239 | 1,508,000 | 0.76% | ||
| 20 | DAVIDSON & GARRARD INC | 88,978 | 1,471,000 | 0.74% | ||
| 21 | AMERIPRISE FINANCIAL INC | 79,189 | 1,307,000 | 0.66% | ||
| 22 | ROYAL BANK OF CANADA | 78,199 | 1,292,000 | 0.65% | ||
| 23 | CIBC Private Wealth Group LLC | 77,228 | 1,277,000 | 0.64% | ||
| 24 | Richard C. Young & CO., LTD. | 64,556 | 1,067,000 | 0.54% | SH | |
| 25 | Raymond James Financial Services Advisors, Inc. | 64,346 | 1,064,000 | 0.54% | ||
| 26 | BRINKER CAPITAL INC | 57,071 | 943,000 | 0.47% | ||
| 27 | INSPIRION WEALTH ADVISORS, LLC | 56,531 | 934,000 | 0.47% | ||
| 28 | MORGAN STANLEY | 53,259 | 880,000 | 0.44% | ||
| 29 | J.P. Morgan Private Wealth Advisors LLC | 50,385 | 833,000 | 0.42% | ||
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 50,411 | 833,000 | 0.42% | ||
| 31 | Salient Capital Advisors, LLC | 49,292 | 815,000 | 0.41% | ||
| 32 | KALOS MANAGEMENT, INC. | 39,391 | 732,000 | 0.37% | ||
| 33 | Commonwealth Equity Services, Inc | 37,971 | 628,000 | 0.32% | ||
| 34 | D.A. DAVIDSON & CO. | 31,955 | 528,000 | 0.27% | ||
| 35 | VSR Financial Services, Inc. | 31,727 | 524,000 | 0.26% | ||
| 36 | JPMORGAN CHASE & CO | 24,654 | 408,000 | 0.21% | ||
| 37 | Moors & Cabot, Inc. | 23,831 | 396,000 | 0.20% | ||
| 38 | Dana Investment Advisors, Inc. | 19,895 | 329,000 | 0.17% | ||
| 39 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 18,840 | 312,000 | 0.16% | ||
| 40 | MSI Financial Services Inc | 16,986 | 281,000 | 0.14% | ||
| 41 | JANE STREET GROUP, LLC | 16,658 | 275,000 | 0.14% | ||
| 42 | HENGEHOLD CAPITAL MANAGEMENT LLC | 15,945 | 264,000 | 0.13% | ||
| 43 | Winslow, Evans & Crocker, Inc. | 14,375 | 237,619 | 0.12% | ||
| 44 | SouthState Bank Corp | 14,241 | 235,000 | 0.12% | ||
| 45 | LEAVELL INVESTMENT MANAGEMENT, INC. | 12,296 | 203,000 | 0.10% | ||
| 46 | IFP ADVISORS, INC | 11,672 | 193,000 | 0.10% | ||
| 47 | Creative Planning | 3,750 | 62,000 | 0.03% | ||
| 48 | FIFTH THIRD BANCORP | 3,400 | 56,000 | 0.03% | ||
| 49 | BANK OF AMERICA CORP /DE/ | 2,860 | 47,000 | 0.02% | ||
| 50 | AMERICAN INTERNATIONAL GROUP, INC. | 2,070 | 34,000 | 0.02% |
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.
