| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | NATIONAL PLANNING CORP | 48,149 | 1,317,357 | 0.20% | ||
| 52 | Robert W. Baird & Co. Inc | 51,422 | 1,448,000 | 0.22% | ||
| 53 | HL FINANCIAL SERVICES LLC | 56,038 | 1,577,000 | 0.24% | ||
| 54 | Montecito Bank & Trust | 56,638 | 1,594,000 | 0.24% | ||
| 55 | Jackson Wealth Management, LLC | 62,557 | 1,761,000 | 0.26% | ||
| 56 | AMERICAN INTERNATIONAL GROUP, INC. | 73,501 | 2,069,042 | 0.31% | ||
| 57 | JPMORGAN CHASE & CO | 75,128 | 2,115,000 | 0.32% | ||
| 58 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 75,746 | 2,132,000 | 0.32% | ||
| 59 | JANE STREET GROUP, LLC | 76,738 | 2,160,000 | 0.32% | ||
| 60 | Janney Montgomery Scott LLC | 76,921 | 2,165,326 | 0.32% | ||
| 61 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 77,694 | 2,187,000 | 0.33% | ||
| 62 | BB&T SECURITIES, LLC | 8,442 | 2,376,000 | 0.35% | ||
| 63 | IFC Holdings Incorporated/FL | 91,733 | 2,596,000 | 0.39% | ||
| 64 | MSI Financial Services Inc | 92,919 | 2,616,000 | 0.39% | ||
| 65 | JOHNSON INVESTMENT COUNSEL INC | 100,255 | 2,822,000 | 0.42% | ||
| 66 | STIFEL FINANCIAL CORP | 106,892 | 3,009,000 | 0.45% | ||
| 67 | THRIVENT FINANCIAL FOR LUTHERANS | 133,954 | 3,711,000 | 0.55% | ||
| 68 | Argentus Capital Management, LLC | 134,512 | 3,787,000 | 0.56% | ||
| 69 | Strategic Capital Alternatives LLC | 147,633 | 4,156,000 | 0.62% | ||
| 70 | CHOREO, LLC | 149,175 | 4,199,000 | 0.63% | ||
| 71 | RAYMOND JAMES & ASSOCIATES | 237,194 | 6,677,000 | 1.00% | ||
| 72 | New England Private Wealth Advisors LLC | 308,330 | 8,711,000 | 1.30% | ||
| 73 | ROYAL BANK OF CANADA | 446,089 | 12,557,000 | 1.87% | ||
| 74 | Beaumont Financial Partners, LLC | 671,691 | 18,908,000 | 2.82% | ||
| 75 | Bank of New York Mellon Corp | 713,042 | 20,073,000 | 2.99% | ||
| 76 | LPL Financial LLC | 740,690 | 20,851,000 | 3.11% | ||
| 77 | CITIGROUP INC | 824,656 | 23,214,000 | 3.46% | ||
| 78 | WELCH & FORBES LLC | 1,072,612 | 30,195,000 | 4.50% | ||
| 79 | Glassman Wealth Services | 1,089,496 | 30,669,000 | 4.57% | ||
| 80 | UBS Group AG | 1,218,536 | 34,302,000 | 5.11% | ||
| 81 | WELLS FARGO & COMPANY/MN | 1,497,162 | 42,145,000 | 6.28% | ||
| 82 | BANK OF AMERICA CORP /DE/ | 2,003,029 | 56,385,000 | 8.40% | ||
| 83 | CURIAN CAPITAL LLC | 2,800,943 | 78,847,000 | 11.75% | ||
| 84 | MORGAN STANLEY | 7,501,543 | 211,169,000 | 31.47% |
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.
