| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,034,965 | 254,085,000 | 25.09% | ||
| 2 | FRONTIER INVESTMENT MGMT CO | 963,434 | 243,941,000 | 24.09% | ||
| 3 | WELLS FARGO & COMPANY/MN | 2,578,607 | 65,290,000 | 6.45% | ||
| 4 | UBS Group AG | 2,232,939 | 56,538,000 | 5.58% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 2,199,472 | 55,691,000 | 5.50% | ||
| 6 | Glassman Wealth Services | 1,731,889 | 43,851,000 | 4.33% | ||
| 7 | WELCH & FORBES LLC | 1,453,003 | 36,790,000 | 3.63% | ||
| 8 | LPL Financial LLC | 1,083,437 | 26,811,000 | 2.65% | ||
| 9 | GLENMEDE TRUST CO NA | 763,604 | 19,333,000 | 1.91% | ||
| 10 | Raymond James Financial Services Advisors, Inc. | 609,415 | 15,430,000 | 1.52% | ||
| 11 | ROYAL BANK OF CANADA | 578,420 | 14,645,000 | 1.45% | ||
| 12 | HighTower Advisors, LLC | 550,457 | 13,930,000 | 1.38% | ||
| 13 | MCF Advisors LLC | 503,205 | 12,741,000 | 1.26% | ||
| 14 | BRONFMAN E.L. ROTHSCHILD, L.P. | 488,281 | 12,363,000 | 1.22% | ||
| 15 | CHOREO, LLC | 381,661 | 9,664,000 | 0.95% | ||
| 16 | Beaumont Financial Partners, LLC | 359,071 | 9,092,000 | 0.90% | ||
| 17 | RAYMOND JAMES & ASSOCIATES | 319,119 | 8,080,000 | 0.80% | ||
| 18 | JOHNSON INVESTMENT COUNSEL INC | 263,393 | 6,669,000 | 0.66% | ||
| 19 | JPMORGAN CHASE & CO | 258,744 | 6,551,000 | 0.65% | ||
| 20 | Cambridge Investment Research Advisors, Inc. | 197,833 | 5,009,000 | 0.49% | ||
| 21 | SPINNAKER TRUST | 203,891 | 4,457,000 | 0.44% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 162,522 | 4,113,000 | 0.41% | ||
| 23 | JFS WEALTH ADVISORS, LLC | 158,977 | 4,025,000 | 0.40% | ||
| 24 | Betterment LLC | 149,751 | 3,792,000 | 0.37% | ||
| 25 | Jaffetilchin Investment Partners, LLC | 145,208 | 3,677,000 | 0.36% | ||
| 26 | COLORADO CAPITAL MANAGEMENT, INC. | 120,250 | 3,045,000 | 0.30% | ||
| 27 | New England Private Wealth Advisors LLC | 108,088 | 2,736,000 | 0.27% | ||
| 28 | Blue Edge Capital, LLC | 106,703 | 2,701,720 | 0.27% | ||
| 29 | RAND WEALTH, LLC | 102,879 | 2,605,000 | 0.26% | ||
| 30 | Commonwealth Equity Services, Inc | 101,054 | 2,559,000 | 0.25% | ||
| 31 | STIFEL FINANCIAL CORP | 97,327 | 2,458,000 | 0.24% | ||
| 32 | Sterling Capital Management LLC | 92,746 | 2,348,000 | 0.23% | ||
| 33 | ADVISOR GROUP, INC. | 79,968 | 2,025,000 | 0.20% | ||
| 34 | Weatherstone Capital Management | 75,647 | 1,915,000 | 0.19% | ||
| 35 | GIRARD SECURITIES, INC. | 75,463 | 1,911,000 | 0.19% | ||
| 36 | SNS Financial Group, LLC | 73,785 | 1,868,000 | 0.18% | ||
| 37 | EATON VANCE MANAGEMENT | 71,329 | 1,806,000 | 0.18% | ||
| 38 | Capital Investment Advisors, LLC | 64,223 | 1,626,000 | 0.16% | ||
| 39 | GENEOS WEALTH MANAGEMENT INC. | 61,047 | 1,545,000 | 0.15% | ||
| 40 | Frontier Wealth Management LLC | 60,387 | 1,529,000 | 0.15% | ||
| 41 | Fernwood Investment Management, LLC | 55,058 | 1,394,000 | 0.14% | ||
| 42 | Composition Wealth, LLC | 54,448 | 1,379,000 | 0.14% | ||
| 43 | DARWIN WEALTH MANAGEMENT, LLC | 52,424 | 1,327,000 | 0.13% | ||
| 44 | ENVESTNET ASSET MANAGEMENT INC | 51,912 | 1,314,000 | 0.13% | ||
| 45 | Winslow, Evans & Crocker, Inc. | 51,796 | 1,311,426 | 0.13% | ||
| 46 | BB&T SECURITIES, LLC | 50,315 | 1,273,000 | 0.13% | ||
| 47 | Janney Montgomery Scott LLC | 49,683 | 1,258,000 | 0.12% | ||
| 48 | Regal Investment Advisors LLC | 49,219 | 1,246,000 | 0.12% | ||
| 49 | Private Advisor Group, LLC | 50,461 | 1,246,000 | 0.12% | ||
| 50 | First Allied Advisory Services, Inc. | 48,626 | 1,231,000 | 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.
