| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 9,174,766 | 232,764,000 | 35.22% | ||
| 2 | WELLS FARGO & COMPANY/MN | 1,957,574 | 49,664,000 | 7.51% | ||
| 3 | UBS Group AG | 1,882,632 | 47,762,000 | 7.23% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,802,052 | 45,718,000 | 6.92% | ||
| 5 | Glassman Wealth Services | 1,546,145 | 39,226,000 | 5.93% | ||
| 6 | CURIAN CAPITAL LLC | 1,533,807 | 38,913,000 | 5.89% | ||
| 7 | WELCH & FORBES LLC | 1,139,273 | 28,904,000 | 4.37% | ||
| 8 | LPL Financial LLC | 838,179 | 21,154,000 | 3.20% | ||
| 9 | FRONTIER INVESTMENT MGMT CO | 803,675 | 20,370,000 | 3.08% | ||
| 10 | Beaumont Financial Partners, LLC | 650,047 | 16,492,000 | 2.50% | ||
| 11 | ROYAL BANK OF CANADA | 586,851 | 14,888,000 | 2.25% | ||
| 12 | New England Private Wealth Advisors LLC | 271,493 | 6,887,000 | 1.04% | ||
| 13 | RAYMOND JAMES & ASSOCIATES | 269,720 | 6,843,000 | 1.04% | ||
| 14 | Strategic Capital Alternatives LLC | 218,760 | 5,612,000 | 0.85% | ||
| 15 | Argentus Capital Management, LLC | 214,136 | 5,433,000 | 0.82% | ||
| 16 | Commonwealth Equity Services, Inc | 212,690 | 5,396,000 | 0.82% | ||
| 17 | CHOREO, LLC | 194,470 | 4,934,000 | 0.75% | ||
| 18 | HighTower Advisors, LLC | 187,385 | 4,754,000 | 0.72% | ||
| 19 | SPINNAKER TRUST | 149,087 | 3,783,000 | 0.57% | ||
| 20 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 125,517 | 3,185,000 | 0.48% | ||
| 21 | IFC Holdings Incorporated/FL | 95,799 | 2,481,000 | 0.38% | ||
| 22 | JPMORGAN CHASE & CO | 96,204 | 2,441,000 | 0.37% | ||
| 23 | STIFEL FINANCIAL CORP | 91,407 | 2,319,000 | 0.35% | ||
| 24 | JOHNSON INVESTMENT COUNSEL INC | 88,120 | 2,235,000 | 0.34% | ||
| 25 | AMERICAN INTERNATIONAL GROUP, INC. | 84,520 | 2,144,281 | 0.32% | ||
| 26 | Cambridge Investment Research Advisors, Inc. | 81,539 | 2,069,000 | 0.31% | ||
| 27 | CITADEL ADVISORS LLC | 81,246 | 2,061,000 | 0.31% | ||
| 28 | AVIANCE CAPITAL MANAGEMENT, LLC | 80,672 | 2,046,000 | 0.31% | ||
| 29 | Janney Montgomery Scott LLC | 69,834 | 1,771,689 | 0.27% | ||
| 30 | Fort Point Capital Partners LLC | 63,590 | 1,613,000 | 0.24% | ||
| 31 | ENVESTNET ASSET MANAGEMENT INC | 57,838 | 1,467,000 | 0.22% | ||
| 32 | Private Advisor Group, LLC | 57,765 | 1,466,000 | 0.22% | ||
| 33 | BAIRD FINANCIAL GROUP, INC. | 57,735 | 1,465,000 | 0.22% | ||
| 34 | NATIONAL PLANNING CORP | 60,312 | 1,461,000 | 0.22% | ||
| 35 | Regal Investment Advisors LLC | 55,815 | 1,416,000 | 0.21% | ||
| 36 | First Allied Advisory Services, Inc. | 55,283 | 1,404,000 | 0.21% | ||
| 37 | Betterment LLC | 54,042 | 1,371,000 | 0.21% | ||
| 38 | AFFINITY WEALTH MANAGEMENT LLC | 518,274 | 1,314,000 | 0.20% | ||
| 39 | Virtu Financial LLC | 51,278 | 1,301,000 | 0.20% | ||
| 40 | THRIVENT FINANCIAL FOR LUTHERANS | 51,015 | 1,292,000 | 0.20% | ||
| 41 | Aspen Investment Management Inc | 45,656 | 1,158,000 | 0.18% | ||
| 42 | Freedom Investment Management, Inc. | 39,793 | 1,010,000 | 0.15% | ||
| 43 | MANAGED ACCOUNT ADVISORS LLC | 39,157 | 993,000 | 0.15% | ||
| 44 | Aft, Forsyth & Sober, LLC | 38,000 | 964,000 | 0.15% | ||
| 45 | Simplicity Solutions, LLC | 37,856 | 960,412 | 0.15% | ||
| 46 | Shamrock Asset Management LLC | 37,330 | 947,000 | 0.14% | ||
| 47 | Winslow, Evans & Crocker, Inc. | 36,414 | 923,790 | 0.14% | ||
| 48 | Atria Investments, Inc | 35,671 | 905,000 | 0.14% | ||
| 49 | OPPENHEIMER & CO INC | 35,031 | 889,000 | 0.13% | ||
| 50 | JANE STREET GROUP, LLC | 33,458 | 849,000 | 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.
