| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 7,993,643 | 161,311,000 | 31.06% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,359,752 | 47,620,000 | 9.17% | ||
| 3 | WELLS FARGO & COMPANY/MN | 1,823,024 | 36,789,000 | 7.08% | ||
| 4 | Glassman Wealth Services | 1,443,770 | 29,135,000 | 5.61% | ||
| 5 | LPL Financial LLC | 1,277,601 | 25,989,000 | 5.00% | ||
| 6 | WELCH & FORBES LLC | 1,283,380 | 25,899,000 | 4.99% | ||
| 7 | UBS Group AG | 1,229,813 | 24,817,000 | 4.78% | ||
| 8 | FRONTIER INVESTMENT MGMT CO | 612,153 | 12,353,000 | 2.38% | ||
| 9 | HighTower Advisors, LLC | 563,238 | 11,372,000 | 2.19% | ||
| 10 | Raymond James Financial Services Advisors, Inc. | 553,942 | 11,179,000 | 2.15% | ||
| 11 | ROYAL BANK OF CANADA | 521,491 | 10,524,000 | 2.03% | ||
| 12 | MCF Advisors LLC | 409,085 | 8,255,000 | 1.59% | ||
| 13 | Beaumont Financial Partners, LLC | 320,306 | 6,464,000 | 1.24% | ||
| 14 | JOHNSON INVESTMENT COUNSEL INC | 312,053 | 6,297,000 | 1.21% | ||
| 15 | JANE STREET GROUP, LLC | 301,567 | 6,086,000 | 1.17% | ||
| 16 | BRONFMAN E.L. ROTHSCHILD, L.P. | 299,792 | 6,050,000 | 1.16% | ||
| 17 | Glenview Trust Co | 295,030 | 5,953,000 | 1.15% | ||
| 18 | GLENMEDE TRUST CO NA | 290,077 | 5,852,000 | 1.13% | ||
| 19 | JPMORGAN CHASE & CO | 271,365 | 5,476,000 | 1.05% | ||
| 20 | SPINNAKER TRUST | 201,012 | 4,057,000 | 0.78% | ||
| 21 | INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 199,353 | 4,023,000 | 0.77% | ||
| 22 | RAYMOND JAMES & ASSOCIATES | 150,000 | 3,027,000 | 0.58% | ||
| 23 | CHOREO, LLC | 146,321 | 2,953,000 | 0.57% | ||
| 24 | STIFEL FINANCIAL CORP | 22,579 | 2,926,000 | 0.56% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 138,151 | 2,787,000 | 0.54% | ||
| 26 | BAIRD FINANCIAL GROUP, INC. | 136,072 | 2,746,000 | 0.53% | ||
| 27 | Betterment LLC | 121,489 | 2,452,000 | 0.47% | ||
| 28 | RAND WEALTH, LLC | 118,593 | 2,393,000 | 0.46% | ||
| 29 | Blue Edge Capital, LLC | 104,856 | 2,115,994 | 0.41% | ||
| 30 | COLORADO CAPITAL MANAGEMENT, INC. | 87,339 | 1,762,000 | 0.34% | ||
| 31 | Commonwealth Equity Services, Inc | 86,901 | 1,754,000 | 0.34% | ||
| 32 | AMERICAN INTERNATIONAL GROUP, INC. | 83,426 | 1,683,000 | 0.32% | ||
| 33 | Virtu KCG Holdings LLC | 82,072 | 1,656,000 | 0.32% | ||
| 34 | New England Private Wealth Advisors LLC | 81,894 | 1,653,000 | 0.32% | ||
| 35 | MassMutual Private Wealth & Trust, FSB | 81,160 | 1,637,809 | 0.32% | ||
| 36 | CURIAN CAPITAL LLC | 74,029 | 1,494,000 | 0.29% | ||
| 37 | Cambridge Investment Research Advisors, Inc. | 71,036 | 1,434,000 | 0.28% | ||
| 38 | SNS Financial Group, LLC | 61,478 | 1,241,000 | 0.24% | ||
| 39 | GIRARD SECURITIES, INC. | 60,946 | 1,228,000 | 0.24% | ||
| 40 | BB&T SECURITIES, LLC | 60,771 | 1,226,000 | 0.24% | ||
| 41 | IFC Holdings Incorporated/FL | 60,368 | 1,216,000 | 0.23% | ||
| 42 | IFP ADVISORS, INC | 58,561 | 1,182,000 | 0.23% | ||
| 43 | ENVESTNET ASSET MANAGEMENT INC | 53,042 | 1,070,000 | 0.21% | ||
| 44 | Regal Investment Advisors LLC | 52,250 | 1,054,000 | 0.20% | ||
| 45 | Frontier Wealth Management LLC | 52,167 | 1,053,000 | 0.20% | ||
| 46 | Virtu Financial LLC | 49,302 | 995,000 | 0.19% | ||
| 47 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 47,379 | 956,000 | 0.18% | ||
| 48 | Crosspoint Capital Strategies, LLC | 33,222 | 935,000 | 0.18% | ||
| 49 | Janney Montgomery Scott LLC | 44,895 | 906,000 | 0.17% | ||
| 50 | First Allied Advisory Services, Inc. | 44,010 | 888,000 | 0.17% |
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.
