| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 7,501,543 | 211,169,000 | 31.47% | ||
| 2 | CURIAN CAPITAL LLC | 2,800,943 | 78,847,000 | 11.75% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 2,003,029 | 56,385,000 | 8.40% | ||
| 4 | WELLS FARGO & COMPANY/MN | 1,497,162 | 42,145,000 | 6.28% | ||
| 5 | UBS Group AG | 1,218,536 | 34,302,000 | 5.11% | ||
| 6 | Glassman Wealth Services | 1,089,496 | 30,669,000 | 4.57% | ||
| 7 | WELCH & FORBES LLC | 1,072,612 | 30,195,000 | 4.50% | ||
| 8 | CITIGROUP INC | 824,656 | 23,214,000 | 3.46% | ||
| 9 | LPL Financial LLC | 740,690 | 20,851,000 | 3.11% | ||
| 10 | Bank of New York Mellon Corp | 713,042 | 20,073,000 | 2.99% | ||
| 11 | Beaumont Financial Partners, LLC | 671,691 | 18,908,000 | 2.82% | ||
| 12 | ROYAL BANK OF CANADA | 446,089 | 12,557,000 | 1.87% | ||
| 13 | New England Private Wealth Advisors LLC | 308,330 | 8,711,000 | 1.30% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 237,194 | 6,677,000 | 1.00% | ||
| 15 | CHOREO, LLC | 149,175 | 4,199,000 | 0.63% | ||
| 16 | Strategic Capital Alternatives LLC | 147,633 | 4,156,000 | 0.62% | ||
| 17 | Argentus Capital Management, LLC | 134,512 | 3,787,000 | 0.56% | ||
| 18 | THRIVENT FINANCIAL FOR LUTHERANS | 133,954 | 3,711,000 | 0.55% | ||
| 19 | STIFEL FINANCIAL CORP | 106,892 | 3,009,000 | 0.45% | ||
| 20 | JOHNSON INVESTMENT COUNSEL INC | 100,255 | 2,822,000 | 0.42% | ||
| 21 | MSI Financial Services Inc | 92,919 | 2,616,000 | 0.39% | ||
| 22 | IFC Holdings Incorporated/FL | 91,733 | 2,596,000 | 0.39% | ||
| 23 | BB&T SECURITIES, LLC | 8,442 | 2,376,000 | 0.35% | ||
| 24 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 77,694 | 2,187,000 | 0.33% | ||
| 25 | Janney Montgomery Scott LLC | 76,921 | 2,165,326 | 0.32% | ||
| 26 | JANE STREET GROUP, LLC | 76,738 | 2,160,000 | 0.32% | ||
| 27 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 75,746 | 2,132,000 | 0.32% | ||
| 28 | JPMORGAN CHASE & CO | 75,128 | 2,115,000 | 0.32% | ||
| 29 | AMERICAN INTERNATIONAL GROUP, INC. | 73,501 | 2,069,042 | 0.31% | ||
| 30 | Jackson Wealth Management, LLC | 62,557 | 1,761,000 | 0.26% | ||
| 31 | Montecito Bank & Trust | 56,638 | 1,594,000 | 0.24% | ||
| 32 | HL FINANCIAL SERVICES LLC | 56,038 | 1,577,000 | 0.24% | ||
| 33 | Robert W. Baird & Co. Inc | 51,422 | 1,448,000 | 0.22% | ||
| 34 | NATIONAL PLANNING CORP | 48,149 | 1,317,357 | 0.20% | ||
| 35 | Aspen Investment Management Inc | 46,466 | 1,308,000 | 0.19% | ||
| 36 | First Allied Advisory Services, Inc. | 41,350 | 1,157,000 | 0.17% | ||
| 37 | Raymond James Financial Services Advisors, Inc. | 40,444 | 1,138,000 | 0.17% | ||
| 38 | Cambridge Investment Research Advisors, Inc. | 40,339 | 1,136,000 | 0.17% | ||
| 39 | Atria Investments, Inc | 40,077 | 1,128,000 | 0.17% | ||
| 40 | Cerity Partners OCIO LLC | 39,488 | 1,112,000 | 0.17% | ||
| 41 | Fort Point Capital Partners LLC | 38,653 | 1,088,000 | 0.16% | ||
| 42 | CREDIT SUISSE AG/ | 37,915 | 1,067,000 | 0.16% | ||
| 43 | Placemark Investments, Inc. | 37,504 | 1,056,000 | 0.16% | ||
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,523 | 1,028,000 | 0.15% | ||
| 45 | Regal Investment Advisors LLC | 33,222 | 935,000 | 0.14% | ||
| 46 | Shamrock Asset Management LLC | 33,043 | 930,000 | 0.14% | ||
| 47 | Commonwealth Equity Services, Inc | 32,262 | 908,000 | 0.14% | ||
| 48 | Aft, Forsyth & Sober, LLC | 31,000 | 873,000 | 0.13% | ||
| 49 | SUNTRUST BANKS INC | 31,018 | 873,000 | 0.13% | ||
| 50 | Winslow, Evans & Crocker, Inc. | 29,802 | 838,890 | 0.13% |
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.
