| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,536,224 | 122,614,000 | 25.13% | ||
| 2 | CURIAN CAPITAL LLC | 3,938,664 | 106,462,000 | 21.82% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,580,386 | 42,718,000 | 8.75% | ||
| 4 | WELLS FARGO & COMPANY/MN | 1,061,772 | 28,699,000 | 5.88% | ||
| 5 | WELCH & FORBES LLC | 977,780 | 26,430,000 | 5.42% | ||
| 6 | JPMORGAN CHASE & CO | 823,391 | 22,256,000 | 4.56% | ||
| 7 | Bank of New York Mellon Corp | 813,169 | 21,980,000 | 4.50% | ||
| 8 | UBS AG | 778,085 | 21,032,000 | 4.31% | ||
| 9 | LPL Financial LLC | 543,182 | 14,682,000 | 3.01% | ||
| 10 | SG Americas Securities, LLC | 400,000 | 10,812,000 | 2.22% | ||
| 11 | ROYAL BANK OF CANADA | 389,974 | 10,541,000 | 2.16% | ||
| 12 | New England Private Wealth Advisors LLC | 219,695 | 5,936,000 | 1.22% | ||
| 13 | THRIVENT FINANCIAL FOR LUTHERANS | 167,150 | 4,518,000 | 0.93% | ||
| 14 | Strategic Capital Group LLC | 161,155 | 4,356,000 | 0.89% | ||
| 15 | STIFEL FINANCIAL CORP | 153,990 | 4,162,000 | 0.85% | ||
| 16 | AMERICAN INTERNATIONAL GROUP, INC. | 123,735 | 3,344,558 | 0.69% | ||
| 17 | BB&T SECURITIES, LLC | 10,715 | 2,896,000 | 0.59% | ||
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 100,000 | 2,703,000 | 0.55% | ||
| 19 | CHOREO, LLC | 82,370 | 2,226,000 | 0.46% | ||
| 20 | IFC Holdings Incorporated/FL | 80,015 | 2,155,000 | 0.44% | ||
| 21 | RAYMOND JAMES & ASSOCIATES | 63,845 | 1,726,000 | 0.35% | ||
| 22 | MSI Financial Services Inc | 62,317 | 1,684,000 | 0.35% | ||
| 23 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 59,433 | 1,606,000 | 0.33% | ||
| 24 | Robert W. Baird & Co. Inc | 57,821 | 1,563,000 | 0.32% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 57,741 | 1,561,000 | 0.32% | ||
| 26 | Raymond James Financial Services Advisors, Inc. | 42,722 | 1,155,000 | 0.24% | ||
| 27 | Aspen Investment Management Inc | 41,298 | 1,116,000 | 0.23% | ||
| 28 | DEUTSCHE BANK AG\ | 41,188 | 1,113,000 | 0.23% | ||
| 29 | Commonwealth Equity Services, Inc | 39,513 | 1,068,000 | 0.22% | ||
| 30 | Placemark Investments, Inc. | 36,959 | 998,000 | 0.20% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 33,577 | 908,000 | 0.19% | ||
| 32 | Montecito Bank & Trust | 33,472 | 905,000 | 0.19% | ||
| 33 | Winslow, Evans & Crocker, Inc. | 32,679 | 883,324 | 0.18% | ||
| 34 | HL FINANCIAL SERVICES LLC | 31,359 | 848,000 | 0.17% | ||
| 35 | Freedom Investment Management, Inc. | 31,258 | 845,000 | 0.17% | ||
| 36 | SUNTRUST BANKS INC | 31,241 | 844,000 | 0.17% | ||
| 37 | Atria Investments, Inc | 31,177 | 843,000 | 0.17% | ||
| 38 | Janney Montgomery Scott LLC | 31,098 | 840,579 | 0.17% | ||
| 39 | Private Advisor Group, LLC | 30,627 | 828,000 | 0.17% | ||
| 40 | Regal Investment Advisors LLC | 25,750 | 696,000 | 0.14% | ||
| 41 | SignalPoint Asset Management, LLC | 21,428 | 579,000 | 0.12% | ||
| 42 | BLAIR WILLIAM & CO/IL | 21,135 | 571,000 | 0.12% | ||
| 43 | First Allied Advisory Services, Inc. | 18,097 | 491,000 | 0.10% | ||
| 44 | OLD NATIONAL BANCORP /IN/ | 17,912 | 484,000 | 0.10% | ||
| 45 | FineMark National Bank & Trust | 15,182 | 410,000 | 0.08% | ||
| 46 | Virtu Financial LLC | 14,904 | 403,000 | 0.08% | ||
| 47 | BENJAMIN F. EDWARDS & COMPANY, INC. | 14,077 | 380,000 | 0.08% | ||
| 48 | Cetera Advisor Networks LLC | 12,828 | 345,000 | 0.07% | ||
| 49 | CITIGROUP INC | 12,309 | 333,000 | 0.07% | ||
| 50 | DIVIDEND ASSETS CAPITAL, LLC | 10,060 | 272,000 | 0.06% |
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.
