| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 8,896,403 | 239,046,000 | 34.52% | ||
| 2 | WELLS FARGO & COMPANY/MN | 2,036,069 | 54,709,000 | 7.90% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 1,811,462 | 48,674,000 | 7.03% | ||
| 4 | UBS Group AG | 1,794,400 | 48,216,000 | 6.96% | ||
| 5 | Glassman Wealth Services | 1,437,651 | 38,630,000 | 5.58% | ||
| 6 | WELCH & FORBES LLC | 1,102,479 | 29,624,000 | 4.28% | ||
| 7 | CURIAN CAPITAL LLC | 1,094,076 | 29,398,000 | 4.25% | ||
| 8 | LPL Financial LLC | 856,013 | 22,943,000 | 3.31% | ||
| 9 | FRONTIER INVESTMENT MGMT CO | 781,570 | 21,548,000 | 3.11% | ||
| 10 | Beaumont Financial Partners, LLC | 682,936 | 18,350,000 | 2.65% | ||
| 11 | ROYAL BANK OF CANADA | 514,128 | 13,814,000 | 2.00% | ||
| 12 | AFFINITY WEALTH MANAGEMENT LLC | 508,653 | 13,667,000 | 1.97% | ||
| 13 | RAYMOND JAMES & ASSOCIATES | 360,422 | 9,685,000 | 1.40% | ||
| 14 | New England Private Wealth Advisors LLC | 317,097 | 8,510,000 | 1.23% | ||
| 15 | Strategic Capital Alternatives LLC | 223,316 | 6,000,000 | 0.87% | ||
| 16 | CITIGROUP INC | 215,763 | 5,795,000 | 0.84% | ||
| 17 | Argentus Capital Management, LLC | 203,029 | 5,455,000 | 0.79% | ||
| 18 | CHOREO, LLC | 185,048 | 4,972,000 | 0.72% | ||
| 19 | BB&T SECURITIES, LLC | 16,742 | 4,498,000 | 0.65% | ||
| 20 | STIFEL FINANCIAL CORP | 129,786 | 3,487,000 | 0.50% | ||
| 21 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 124,250 | 3,339,000 | 0.48% | ||
| 22 | MSI Financial Services Inc | 113,079 | 3,038,000 | 0.44% | ||
| 23 | Raymond James Financial Services Advisors, Inc. | 104,133 | 2,798,000 | 0.40% | ||
| 24 | Bank of New York Mellon Corp | 101,953 | 2,740,000 | 0.40% | ||
| 25 | JPMORGAN CHASE & CO | 93,056 | 2,500,000 | 0.36% | ||
| 26 | IFC Holdings Incorporated/FL | 93,571 | 2,499,000 | 0.36% | ||
| 27 | JOHNSON INVESTMENT COUNSEL INC | 87,600 | 2,353,000 | 0.34% | ||
| 28 | Cambridge Investment Research Advisors, Inc. | 80,705 | 2,169,000 | 0.31% | ||
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 75,227 | 2,021,000 | 0.29% | ||
| 30 | AMERICAN INTERNATIONAL GROUP, INC. | 75,094 | 2,017,782 | 0.29% | ||
| 31 | Convergent Wealth Advisors | 73,270 | 1,969,000 | 0.28% | ||
| 32 | Janney Montgomery Scott LLC | 72,243 | 1,941,000 | 0.28% | ||
| 33 | THRIVENT FINANCIAL FOR LUTHERANS | 64,863 | 1,746,000 | 0.25% | ||
| 34 | ENVESTNET ASSET MANAGEMENT INC | 57,981 | 1,558,000 | 0.23% | ||
| 35 | Jackson Wealth Management, LLC | 57,995 | 1,558,000 | 0.23% | ||
| 36 | NATIONAL PLANNING CORP | 56,343 | 1,545,000 | 0.22% | ||
| 37 | Virtu Financial LLC | 56,864 | 1,527,000 | 0.22% | ||
| 38 | Robert W. Baird & Co. Inc | 54,838 | 1,473,000 | 0.21% | ||
| 39 | Regal Investment Advisors LLC | 51,785 | 1,391,000 | 0.20% | ||
| 40 | First Allied Advisory Services, Inc. | 48,512 | 1,299,000 | 0.19% | ||
| 41 | HighTower Advisors, LLC | 47,622 | 1,279,000 | 0.18% | ||
| 42 | Aspen Investment Management Inc | 45,656 | 1,227,000 | 0.18% | ||
| 43 | Commonwealth Equity Services, Inc | 45,500 | 1,223,000 | 0.18% | ||
| 44 | GOLDMAN SACHS GROUP INC | 40,383 | 1,085,000 | 0.16% | ||
| 45 | Atria Investments, Inc | 38,697 | 1,040,000 | 0.15% | ||
| 46 | Fort Point Capital Partners LLC | 37,187 | 999,000 | 0.14% | ||
| 47 | Freedom Investment Management, Inc. | 35,836 | 963,000 | 0.14% | ||
| 48 | Winslow, Evans & Crocker, Inc. | 34,116 | 916,658 | 0.13% | ||
| 49 | Shamrock Asset Management LLC | 32,068 | 862,000 | 0.12% | ||
| 50 | Private Advisor Group, LLC | 31,631 | 850,000 | 0.12% |
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.
