| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 8,756,079 | 191,582,000 | 36.02% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,941,848 | 42,488,000 | 7.99% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,854,911 | 40,585,000 | 7.63% | ||
| 4 | WELCH & FORBES LLC | 1,153,773 | 25,245,000 | 4.75% | ||
| 5 | Glassman Wealth Services | 1,013,920 | 22,185,000 | 4.17% | ||
| 6 | UBS Group AG | 947,455 | 20,731,000 | 3.90% | ||
| 7 | Beaumont Financial Partners, LLC | 650,047 | 16,492,000 | 3.10% | ||
| 8 | Atria Investments, Inc | 359 | 16,424,000 | 3.09% | ||
| 9 | FRONTIER INVESTMENT MGMT CO | 743,105 | 16,259,000 | 3.06% | ||
| 10 | LPL Financial LLC | 598,422 | 13,896,000 | 2.61% | ||
| 11 | HighTower Advisors, LLC | 443,587 | 9,698,000 | 1.82% | ||
| 12 | Strategic Capital Alternatives LLC | 365,278 | 7,993,000 | 1.50% | ||
| 13 | ROYAL BANK OF CANADA | 362,236 | 7,925,000 | 1.49% | ||
| 14 | Raymond James Financial Services Advisors, Inc. | 334,460 | 7,318,000 | 1.38% | ||
| 15 | CURIAN CAPITAL LLC | 301,071 | 6,587,000 | 1.24% | ||
| 16 | CHOREO, LLC | 281,265 | 6,154,000 | 1.16% | ||
| 17 | Argentus Capital Management, LLC | 278,119 | 6,085,000 | 1.14% | ||
| 18 | RAND WEALTH, LLC | 248,959 | 5,447,000 | 1.02% | ||
| 19 | New England Private Wealth Advisors LLC | 221,961 | 4,854,000 | 0.91% | ||
| 20 | SPINNAKER TRUST | 202,234 | 4,425,000 | 0.83% | ||
| 21 | JANE STREET GROUP, LLC | 153,116 | 3,350,000 | 0.63% | ||
| 22 | RAYMOND JAMES & ASSOCIATES | 144,010 | 3,151,000 | 0.59% | ||
| 23 | AVIANCE CAPITAL MANAGEMENT, LLC | 136,015 | 2,976,000 | 0.56% | ||
| 24 | Betterment LLC | 110,736 | 2,423,000 | 0.46% | ||
| 25 | JOHNSON INVESTMENT COUNSEL INC | 103,920 | 2,273,000 | 0.43% | ||
| 26 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 103,542 | 2,265,000 | 0.43% | ||
| 27 | JPMORGAN CHASE & CO | 98,803 | 2,159,000 | 0.41% | ||
| 28 | Fort Point Capital Partners LLC | 98,526 | 2,156,000 | 0.41% | ||
| 29 | Commonwealth Equity Services, Inc | 98,032 | 2,145,000 | 0.40% | ||
| 30 | AMERICAN INTERNATIONAL GROUP, INC. | 94,743 | 2,074,000 | 0.39% | ||
| 31 | BAIRD FINANCIAL GROUP, INC. | 91,819 | 2,009,000 | 0.38% | ||
| 32 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 89,991 | 1,970,000 | 0.37% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 84,870 | 1,857,000 | 0.35% | ||
| 34 | IFC Holdings Incorporated/FL | 70,934 | 1,582,000 | 0.30% | ||
| 35 | Blue Edge Capital, LLC | 68,522 | 1,498,627 | 0.28% | ||
| 36 | Janney Montgomery Scott LLC | 61,543 | 1,347,000 | 0.25% | ||
| 37 | Regal Investment Advisors LLC | 57,060 | 1,248,000 | 0.23% | ||
| 38 | First Allied Advisory Services, Inc. | 52,258 | 1,139,000 | 0.21% | ||
| 39 | Private Advisor Group, LLC | 51,945 | 1,137,000 | 0.21% | ||
| 40 | SNS Financial Group, LLC | 51,445 | 1,126,000 | 0.21% | ||
| 41 | ENVESTNET ASSET MANAGEMENT INC | 50,526 | 1,106,000 | 0.21% | ||
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48,557 | 1,061,000 | 0.20% | ||
| 43 | THRIVENT FINANCIAL FOR LUTHERANS | 44,060 | 1,050,000 | 0.20% | ||
| 44 | CITY NATIONAL BANK | 45,409 | 994,000 | 0.19% | ||
| 45 | Aspen Investment Management Inc | 44,756 | 979,000 | 0.18% | ||
| 46 | Frontier Wealth Management LLC | 38,526 | 843,000 | 0.16% | ||
| 47 | Winslow, Evans & Crocker, Inc. | 38,258 | 837,072 | 0.16% | ||
| 48 | Aft, Forsyth & Sober, LLC | 38,000 | 797,000 | 0.15% | ||
| 49 | Cetera Advisors LLC | 34,492 | 752,000 | 0.14% | ||
| 50 | Shamrock Asset Management LLC | 33,746 | 738,000 | 0.14% |
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.
