| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,579,138 | 151,474,000 | 27.50% | ||
| 2 | CURIAN CAPITAL LLC | 3,728,269 | 101,223,000 | 18.38% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,827,552 | 49,618,000 | 9.01% | ||
| 4 | WELLS FARGO & COMPANY/MN | 1,144,276 | 31,067,000 | 5.64% | ||
| 5 | WELCH & FORBES LLC | 1,003,314 | 27,240,000 | 4.95% | ||
| 6 | Bank of New York Mellon Corp | 807,693 | 21,929,000 | 3.98% | ||
| 7 | UBS AG | 725,402 | 19,695,000 | 3.58% | ||
| 8 | JPMORGAN CHASE & CO | 664,702 | 18,047,000 | 3.28% | ||
| 9 | LPL Financial LLC | 664,456 | 17,947,000 | 3.26% | ||
| 10 | Beaumont Financial Partners, LLC | 636,074 | 17,270,000 | 3.14% | ||
| 11 | ROYAL BANK OF CANADA | 413,891 | 11,237,000 | 2.04% | ||
| 12 | SG Americas Securities, LLC | 400,000 | 10,860,000 | 1.97% | ||
| 13 | New England Private Wealth Advisors LLC | 245,603 | 6,667,000 | 1.21% | ||
| 14 | STIFEL FINANCIAL CORP | 155,523 | 4,222,000 | 0.77% | ||
| 15 | Strategic Capital Alternatives LLC | 149,649 | 4,063,000 | 0.74% | ||
| 16 | THRIVENT FINANCIAL FOR LUTHERANS | 146,524 | 3,956,000 | 0.72% | ||
| 17 | CITIGROUP INC | 124,204 | 3,373,000 | 0.61% | ||
| 18 | CHOREO, LLC | 112,279 | 3,048,000 | 0.55% | ||
| 19 | RAYMOND JAMES & ASSOCIATES | 102,190 | 2,774,000 | 0.50% | ||
| 20 | ENVESTNET ASSET MANAGEMENT INC | 99,327 | 2,697,000 | 0.49% | ||
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 94,306 | 2,560,000 | 0.46% | ||
| 22 | BB&T SECURITIES, LLC | 9,215 | 2,501,000 | 0.45% | ||
| 23 | IFC Holdings Incorporated/FL | 91,814 | 2,494,000 | 0.45% | ||
| 24 | Argentus Capital Management, LLC | 71,124 | 1,931,000 | 0.35% | ||
| 25 | AMERICAN INTERNATIONAL GROUP, INC. | 69,207 | 1,878,961 | 0.34% | ||
| 26 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 64,975 | 1,764,000 | 0.32% | ||
| 27 | MSI Financial Services Inc | 64,700 | 1,757,000 | 0.32% | ||
| 28 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 58,741 | 1,595,000 | 0.29% | ||
| 29 | Robert W. Baird & Co. Inc | 57,697 | 1,566,000 | 0.28% | SH | |
| 30 | HL FINANCIAL SERVICES LLC | 52,673 | 1,430,000 | 0.26% | ||
| 31 | Aspen Investment Management Inc | 43,039 | 1,169,000 | 0.21% | ||
| 32 | Raymond James Financial Services Advisors, Inc. | 42,513 | 1,154,000 | 0.21% | ||
| 33 | Janney Montgomery Scott LLC | 41,311 | 1,121,594 | 0.20% | ||
| 34 | Placemark Investments, Inc. | 39,868 | 1,081,000 | 0.20% | ||
| 35 | GOLDMAN SACHS GROUP INC | 39,451 | 1,071,000 | 0.19% | ||
| 36 | Montecito Bank & Trust | 37,461 | 1,017,000 | 0.18% | SH | |
| 37 | Commonwealth Equity Services, Inc | 37,296 | 1,013,000 | 0.18% | ||
| 38 | Cambridge Investment Research Advisors, Inc. | 37,073 | 1,007,000 | 0.18% | ||
| 39 | Atria Investments, Inc | 35,515 | 964,000 | 0.18% | ||
| 40 | JOHNSON INVESTMENT COUNSEL INC | 34,645 | 940,000 | 0.17% | ||
| 41 | DEUTSCHE BANK AG\ | 34,510 | 936,000 | 0.17% | ||
| 42 | First Allied Advisory Services, Inc. | 32,952 | 892,000 | 0.16% | ||
| 43 | Winslow, Evans & Crocker, Inc. | 31,148 | 845,632 | 0.15% | ||
| 44 | Aft, Forsyth & Sober, LLC | 31,000 | 842,000 | 0.15% | ||
| 45 | SUNTRUST BANKS INC | 30,990 | 841,000 | 0.15% | ||
| 46 | Freedom Investment Management, Inc. | 30,619 | 831,000 | 0.15% | ||
| 47 | Private Advisor Group, LLC | 26,555 | 721,000 | 0.13% | ||
| 48 | Regal Investment Advisors LLC | 25,753 | 699,000 | 0.13% | ||
| 49 | BLAIR WILLIAM & CO/IL | 21,135 | 573,000 | 0.10% | ||
| 50 | SignalPoint Asset Management, LLC | 20,590 | 559,000 | 0.10% |
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.
