| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 11,898,895 | 300,327,000 | 33.63% | ||
| 2 | WELLS FARGO & COMPANY/MN | 2,827,082 | 71,355,000 | 7.99% | ||
| 3 | UBS Group AG | 2,570,407 | 64,877,000 | 7.27% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 2,232,042 | 56,337,000 | 6.31% | ||
| 5 | Glassman Wealth Services | 1,760,060 | 44,424,000 | 4.98% | ||
| 6 | WELCH & FORBES LLC | 1,547,846 | 39,067,000 | 4.38% | ||
| 7 | LPL Financial LLC | 1,033,335 | 26,138,000 | 2.93% | ||
| 8 | FRONTIER INVESTMENT MGMT CO | 1,001,052 | 25,267,000 | 2.83% | ||
| 9 | GLENMEDE TRUST CO NA | 895,662 | 22,605,000 | 2.53% | ||
| 10 | BRONFMAN E.L. ROTHSCHILD, L.P. | 665,546 | 16,798,000 | 1.88% | ||
| 11 | Raymond James Financial Services Advisors, Inc. | 574,538 | 14,501,000 | 1.62% | ||
| 12 | HighTower Advisors, LLC | 538,087 | 13,577,000 | 1.52% | ||
| 13 | ROYAL BANK OF CANADA | 470,636 | 11,879,000 | 1.33% | ||
| 14 | MCF Advisors LLC | 414,434 | 10,460,000 | 1.17% | ||
| 15 | CHOREO, LLC | 409,575 | 10,338,000 | 1.16% | ||
| 16 | Beaumont Financial Partners, LLC | 368,161 | 9,292,000 | 1.04% | ||
| 17 | Glenview Trust Co | 348,985 | 8,808,000 | 0.99% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 338,114 | 8,534,000 | 0.96% | ||
| 19 | JOHNSON INVESTMENT COUNSEL INC | 270,231 | 6,820,000 | 0.76% | ||
| 20 | Montecito Bank & Trust | 267,673 | 6,756,000 | 0.76% | ||
| 21 | Cambridge Investment Research Advisors, Inc. | 242,684 | 6,125,000 | 0.69% | ||
| 22 | MassMutual Private Wealth & Trust, FSB | 197,250 | 4,978,590 | 0.56% | ||
| 23 | JFS WEALTH ADVISORS, LLC | 184,002 | 4,644,000 | 0.52% | ||
| 24 | Commonwealth Equity Services, Inc | 168,132 | 4,244,000 | 0.48% | ||
| 25 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 160,169 | 4,043,000 | 0.45% | ||
| 26 | Weatherstone Capital Management | 155,555 | 3,926,000 | 0.44% | ||
| 27 | Betterment LLC | 146,903 | 3,708,000 | 0.42% | ||
| 28 | Jaffetilchin Investment Partners, LLC | 144,869 | 3,657,000 | 0.41% | ||
| 29 | ENVESTNET ASSET MANAGEMENT INC | 134,961 | 3,408,000 | 0.38% | ||
| 30 | COLORADO CAPITAL MANAGEMENT, INC. | 120,151 | 3,032,000 | 0.34% | ||
| 31 | Capital Investment Advisors, LLC | 118,821 | 2,999,000 | 0.34% | ||
| 32 | PRIVATE ADVISORY GROUP LLC | 110,506 | 2,790,000 | 0.31% | ||
| 33 | STIFEL FINANCIAL CORP | 111,091 | 2,790,000 | 0.31% | ||
| 34 | New England Private Wealth Advisors LLC | 108,563 | 2,741,000 | 0.31% | ||
| 35 | RAND WEALTH, LLC | 106,576 | 2,690,000 | 0.30% | ||
| 36 | JPMORGAN CHASE & CO | 104,178 | 2,629,000 | 0.29% | ||
| 37 | Karp Capital Management Corp | 101,501 | 2,562,000 | 0.29% | ||
| 38 | Blue Edge Capital, LLC | 101,229 | 2,465,569 | 0.28% | ||
| 39 | ADVISOR GROUP, INC. | 88,612 | 2,238,000 | 0.25% | ||
| 40 | GIRARD SECURITIES, INC. | 85,739 | 2,164,000 | 0.24% | ||
| 41 | Whitnell & Co. | 84,915 | 2,143,000 | 0.24% | ||
| 42 | SNS Financial Group, LLC | 79,899 | 2,017,000 | 0.23% | ||
| 43 | DARWIN WEALTH MANAGEMENT, LLC | 71,360 | 1,801,000 | 0.20% | ||
| 44 | EATON VANCE MANAGEMENT | 71,179 | 1,797,000 | 0.20% | ||
| 45 | Fernwood Investment Management, LLC | 68,328 | 1,725,000 | 0.19% | ||
| 46 | Winslow, Evans & Crocker, Inc. | 63,784 | 1,609,862 | 0.18% | ||
| 47 | GENEOS WEALTH MANAGEMENT INC. | 62,973 | 1,589,000 | 0.18% | ||
| 48 | Composition Wealth, LLC | 62,678 | 1,582,000 | 0.18% | ||
| 49 | Frontier Wealth Management LLC | 60,244 | 1,521,000 | 0.17% | ||
| 50 | FDx Advisors, Inc. | 59,437 | 1,500,000 | 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.
