| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BRIGHTON JONES LLC | 2,656,807 | 57,440,172 | 20.79% | SH | |
| 2 | COMMERCE BANK | 2,654,079 | 57,381,000 | 20.77% | ||
| 3 | UBS Group AG | 1,011,220 | 21,863,000 | 7.91% | ||
| 4 | JOHNSON INVESTMENT COUNSEL INC | 791,479 | 17,111,000 | 6.19% | ||
| 5 | Klingman & Associates, LLC | 729,764 | 15,777,000 | 5.71% | ||
| 6 | BANK OF MONTREAL /CAN/ | 601,237 | 12,999,000 | 4.71% | ||
| 7 | Mosaic Financial Partners, Inc. | 497,340 | 10,752,000 | 3.89% | ||
| 8 | LPL Financial LLC | 440,492 | 9,365,000 | 3.39% | ||
| 9 | WELLS FARGO & COMPANY/MN | 396,267 | 8,567,000 | 3.10% | ||
| 10 | MORGAN STANLEY | 382,642 | 8,272,000 | 2.99% | ||
| 11 | SUNTRUST BANKS INC | 369,197 | 7,982,000 | 2.89% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 333,426 | 7,209,000 | 2.61% | ||
| 13 | CREDIT SUISSE AG/ | 275,000 | 5,946,000 | 2.15% | ||
| 14 | J.P. Morgan Private Wealth Advisors LLC | 137,023 | 2,962,000 | 1.07% | ||
| 15 | MOTCO | 130,187 | 2,814,000 | 1.02% | ||
| 16 | TIEDEMANN ADVISORS, LLC | 129,682 | 2,771,000 | 1.00% | ||
| 17 | REGIONS FINANCIAL CORP | 115,556 | 2,498,000 | 0.90% | ||
| 18 | Simplicity Solutions, LLC | 113,360 | 2,451,000 | 0.89% | ||
| 19 | DAVIDSON & GARRARD INC | 110,982 | 2,399,000 | 0.87% | ||
| 20 | Gilman Hill Asset Management, LLC | 90,087 | 1,948,000 | 0.71% | ||
| 21 | ROYAL BANK OF CANADA | 85,414 | 1,847,000 | 0.67% | ||
| 22 | Richard C. Young & CO., LTD. | 64,564 | 1,396,000 | 0.51% | ||
| 23 | BRINKER CAPITAL INC | 63,490 | 1,373,000 | 0.50% | ||
| 24 | CIBC Private Wealth Group LLC | 58,908 | 1,274,000 | 0.46% | ||
| 25 | D.A. DAVIDSON & CO. | 58,575 | 1,266,000 | 0.46% | ||
| 26 | INSPIRION WEALTH ADVISORS, LLC | 56,282 | 1,217,000 | 0.44% | ||
| 27 | Salient Capital Advisors, LLC | 49,291 | 1,066,000 | 0.39% | ||
| 28 | Commonwealth Equity Services, Inc | 44,835 | 969,000 | 0.35% | ||
| 29 | Moors & Cabot, Inc. | 44,257 | 957,000 | 0.35% | ||
| 30 | AMERIPRISE FINANCIAL INC | 43,980 | 948,000 | 0.34% | ||
| 31 | KALOS MANAGEMENT, INC. | 37,259 | 806,000 | 0.29% | ||
| 32 | BOK Financial Private Wealth, Inc. | 23,802 | 515,000 | 0.19% | ||
| 33 | Dana Investment Advisors, Inc. | 21,495 | 465,000 | 0.17% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 19,845 | 429,000 | 0.16% | ||
| 35 | Janney Montgomery Scott LLC | 17,300 | 374,000 | 0.14% | ||
| 36 | Perella Weinberg Partners Capital Management LP | 17,114 | 370,000 | 0.13% | ||
| 37 | IFP ADVISORS, INC | 15,868 | 343,000 | 0.12% | ||
| 38 | HENGEHOLD CAPITAL MANAGEMENT LLC | 15,290 | 331,000 | 0.12% | ||
| 39 | Koshinski Asset Management, Inc. | 14,927 | 323,000 | 0.12% | ||
| 40 | MSI Financial Services Inc | 14,872 | 322,000 | 0.12% | ||
| 41 | LEAVELL INVESTMENT MANAGEMENT, INC. | 13,301 | 288,000 | 0.10% | ||
| 42 | Virtu KCG Holdings LLC | 10,623 | 230,000 | 0.08% | ||
| 43 | Creative Planning | 6,282 | 136,000 | 0.05% | ||
| 44 | FIFTH THIRD BANCORP | 3,400 | 74,000 | 0.03% | ||
| 45 | CWM, LLC | 2,922 | 63,000 | 0.02% | ||
| 46 | BANK OF AMERICA CORP /DE/ | 2,772 | 60,000 | 0.02% | ||
| 47 | JPMORGAN CHASE & CO | 2,283 | 49,000 | 0.02% | ||
| 48 | ADVISOR GROUP, INC. | 1,704 | 37,000 | 0.01% | ||
| 49 | Winslow, Evans & Crocker, Inc. | 1,676 | 36,214 | 0.01% | ||
| 50 | Johnson Financial Group, Inc. | 1,655 | 36,000 | 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.
