| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,268,946 | 13,971,000 | 12.49% | ||
| 2 | UBS Group AG | 1,059,386 | 11,664,000 | 10.43% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 899,888 | 9,908,000 | 8.86% | ||
| 4 | ROYAL BANK OF CANADA | 817,499 | 9,000,000 | 8.04% | ||
| 5 | Commonwealth Equity Services, Inc | 468,053 | 5,153,000 | 4.61% | ||
| 6 | Cambridge Investment Research Advisors, Inc. | 337,651 | 3,718,000 | 3.32% | ||
| 7 | Aviance Capital Partners, LLC | 252,835 | 2,784,000 | 2.49% | ||
| 8 | Private Advisor Group, LLC | 196,960 | 2,182,000 | 1.95% | ||
| 9 | US BANCORP \DE\ | 178,327 | 1,963,000 | 1.75% | ||
| 10 | AMERIPRISE FINANCIAL INC | 174,150 | 1,917,000 | 1.71% | ||
| 11 | BOKF, NA | 165,103 | 1,818,000 | 1.62% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 152,628 | 1,680,000 | 1.50% | ||
| 13 | MML INVESTORS SERVICES, INC. | 132,849 | 1,463,000 | 1.31% | ||
| 14 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 131,498 | 1,448,000 | 1.29% | ||
| 15 | WATERS PARKERSON & CO., LLC | 125,054 | 1,377,000 | 1.23% | ||
| 16 | WELLS FARGO & COMPANY/MN | 121,625 | 1,339,000 | 1.20% | ||
| 17 | IFP ADVISORS, INC | 117,129 | 1,290,000 | 1.15% | ||
| 18 | LPL Financial LLC | 115,052 | 1,267,000 | 1.13% | ||
| 19 | SII INVESTMENTS INC/WI | 113,983 | 1,257,000 | 1.12% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 113,078 | 1,245,000 | 1.11% | ||
| 21 | BAIRD FINANCIAL GROUP, INC. | 108,359 | 1,193,000 | 1.07% | ||
| 22 | Raymond James Financial Services Advisors, Inc. | 104,090 | 1,146,000 | 1.02% | ||
| 23 | GSB WEALTH MANAGEMENT, LLC | 103,475 | 1,140,000 | 1.02% | ||
| 24 | PNC FINANCIAL SERVICES GROUP, INC. | 99,825 | 1,100,000 | 0.98% | ||
| 25 | PROVIDENCE FIRST TRUST CO | 84,286 | 928,000 | 0.83% | ||
| 26 | FineMark National Bank & Trust | 82,010 | 903,000 | 0.81% | ||
| 27 | Janney Montgomery Scott LLC | 82,042 | 903,000 | 0.81% | ||
| 28 | D.A. DAVIDSON & CO. | 79,756 | 878,000 | 0.78% | ||
| 29 | IFC Holdings Incorporated/FL | 77,001 | 847,000 | 0.76% | ||
| 30 | MASCOMA WEALTH MANAGEMENT LLC | 71,762 | 790,000 | 0.71% | ||
| 31 | Creative Planning | 68,881 | 758,000 | 0.68% | ||
| 32 | HL FINANCIAL SERVICES LLC | 68,250 | 751,000 | 0.67% | ||
| 33 | Koshinski Asset Management, Inc. | 66,283 | 730,000 | 0.65% | ||
| 34 | GUGGENHEIM CAPITAL LLC | 64,160 | 706,000 | 0.63% | ||
| 35 | ADVISOR GROUP, INC. | 60,856 | 669,000 | 0.60% | ||
| 36 | SIGNET FINANCIAL MANAGEMENT, LLC | 52,875 | 582,000 | 0.52% | ||
| 37 | NEXT Financial Group, Inc | 52,381 | 577,000 | 0.52% | ||
| 38 | DAVENPORT & Co LLC | 50,271 | 553,484 | 0.49% | ||
| 39 | Plancorp, LLC | 48,490 | 534,000 | 0.48% | ||
| 40 | Cetera Advisor Networks LLC | 47,442 | 523,000 | 0.47% | ||
| 41 | FIDUCIARY TRUST CO | 47,000 | 517,000 | 0.46% | ||
| 42 | Legacy Capital Partners, Inc. | 45,300 | 499,000 | 0.45% | ||
| 43 | GENEOS WEALTH MANAGEMENT INC. | 43,048 | 473,000 | 0.42% | ||
| 44 | BLAIR WILLIAM & CO/IL | 40,457 | 445,000 | 0.40% | ||
| 45 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 40,354 | 444,000 | 0.40% | ||
| 46 | HighTower Advisors, LLC | 38,821 | 428,000 | 0.38% | ||
| 47 | Cetera Advisors LLC | 37,504 | 413,000 | 0.37% | ||
| 48 | CETERA INVESTMENT ADVISERS | 37,504 | 413,000 | 0.37% | ||
| 49 | OARSMAN CAPITAL, INC. | 35,399 | 390,000 | 0.35% | ||
| 50 | FIFTH THIRD BANCORP | 34,669 | 382,000 | 0.34% |
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.
