| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 8,436,997 | 184,433,000 | 26.98% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,405,743 | 52,590,000 | 7.69% | ||
| 3 | WELLS FARGO & COMPANY/MN | 2,098,538 | 45,874,000 | 6.71% | ||
| 4 | Glassman Wealth Services | 1,714,594 | 37,481,000 | 5.48% | ||
| 5 | UBS Group AG | 1,404,775 | 30,708,000 | 4.49% | ||
| 6 | GFS Advisors, LLC | 644,210 | 29,470,000 | 4.31% | ||
| 7 | USCA RIA LLC | 644,210 | 29,470,000 | 4.31% | ||
| 8 | WELCH & FORBES LLC | 1,340,104 | 29,295,000 | 4.29% | ||
| 9 | LPL Financial LLC | 1,337,906 | 28,243,000 | 4.13% | ||
| 10 | GLENMEDE TRUST CO NA | 1,221,182 | 26,694,000 | 3.90% | ||
| 11 | FRONTIER INVESTMENT MGMT CO | 894,393 | 19,507,000 | 2.85% | ||
| 12 | Beaumont Financial Partners, LLC | 639,118 | 17,173,000 | 2.51% | ||
| 13 | HighTower Advisors, LLC | 622,258 | 13,607,000 | 1.99% | ||
| 14 | ROYAL BANK OF CANADA | 512,206 | 11,197,000 | 1.64% | ||
| 15 | MCF Advisors LLC | 492,573 | 10,768,000 | 1.58% | ||
| 16 | BRONFMAN E.L. ROTHSCHILD, L.P. | 415,896 | 9,091,000 | 1.33% | ||
| 17 | CHOREO, LLC | 357,551 | 7,816,000 | 1.14% | ||
| 18 | JOHNSON INVESTMENT COUNSEL INC | 292,278 | 6,389,000 | 0.93% | ||
| 19 | Ancora Advisors LLC | 286,174 | 6,256,000 | 0.92% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 273,548 | 5,980,000 | 0.87% | ||
| 21 | JPMORGAN CHASE & CO | 272,349 | 5,954,000 | 0.87% | ||
| 22 | SPINNAKER TRUST | 203,891 | 4,457,000 | 0.65% | ||
| 23 | INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 199,353 | 4,023,000 | 0.59% | ||
| 24 | Betterment LLC | 159,829 | 3,494,000 | 0.51% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 157,886 | 3,452,000 | 0.50% | ||
| 26 | Cambridge Investment Research Advisors, Inc. | 148,958 | 3,256,000 | 0.48% | ||
| 27 | IFP ADVISORS, INC | 123,618 | 2,702,000 | 0.40% | ||
| 28 | COLORADO CAPITAL MANAGEMENT, INC. | 108,684 | 2,375,000 | 0.35% | ||
| 29 | RAND WEALTH, LLC | 107,654 | 2,353,000 | 0.34% | ||
| 30 | JFS WEALTH ADVISORS, LLC | 107,660 | 2,353,000 | 0.34% | ||
| 31 | Blue Edge Capital, LLC | 102,581 | 2,242,421 | 0.33% | ||
| 32 | MassMutual Private Wealth & Trust, FSB | 99,780 | 2,181,191 | 0.32% | ||
| 33 | BERGANKDV WEALTH MANAGEMENT, LLC | 92,600 | 2,024,000 | 0.30% | ||
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 86,069 | 1,881,000 | 0.28% | ||
| 35 | AMERICAN INTERNATIONAL GROUP, INC. | 85,376 | 1,865,000 | 0.27% | ||
| 36 | Commonwealth Equity Services, Inc | 82,433 | 1,802,000 | 0.26% | ||
| 37 | BAIRD FINANCIAL GROUP, INC. | 79,655 | 1,741,000 | 0.25% | ||
| 38 | New England Private Wealth Advisors LLC | 68,812 | 1,501,000 | 0.22% | ||
| 39 | GIRARD SECURITIES, INC. | 68,033 | 1,489,000 | 0.22% | ||
| 40 | Argentus Capital Management, LLC | 65,738 | 1,437,000 | 0.21% | ||
| 41 | SNS Financial Group, LLC | 64,156 | 1,402,000 | 0.21% | ||
| 42 | Frontier Wealth Management LLC | 62,319 | 1,362,000 | 0.20% | ||
| 43 | BB&T SECURITIES, LLC | 62,178 | 1,359,000 | 0.20% | ||
| 44 | ENVESTNET ASSET MANAGEMENT INC | 55,362 | 1,210,000 | 0.18% | ||
| 45 | Regal Investment Advisors LLC | 54,234 | 1,186,000 | 0.17% | ||
| 46 | GENEOS WEALTH MANAGEMENT INC. | 54,514 | 1,173,000 | 0.17% | ||
| 47 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 47,300 | 1,034,000 | 0.15% | ||
| 48 | Janney Montgomery Scott LLC | 45,316 | 991,000 | 0.14% | ||
| 49 | IFC Holdings Incorporated/FL | 45,812 | 987,000 | 0.14% | ||
| 50 | First Allied Advisory Services, Inc. | 43,488 | 943,000 | 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.
