| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 12,487,379 | 306,567,000 | 32.41% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,215,788 | 78,948,000 | 8.35% | ||
| 3 | UBS Group AG | 2,091,004 | 51,334,000 | 5.43% | ||
| 4 | WELLS FARGO & COMPANY/MN | 2,069,583 | 50,809,000 | 5.37% | ||
| 5 | Glassman Wealth Services | 1,913,729 | 46,982,000 | 4.97% | ||
| 6 | WELCH & FORBES LLC | 1,604,493 | 39,390,000 | 4.16% | ||
| 7 | FRONTIER INVESTMENT MGMT CO | 1,230,022 | 30,197,000 | 3.19% | ||
| 8 | GLENMEDE TRUST CO NA | 963,222 | 24,369,000 | 2.58% | ||
| 9 | LPL Financial LLC | 891,895 | 21,896,000 | 2.31% | ||
| 10 | TIEDEMANN ADVISORS, LLC | 858,412 | 21,073,000 | 2.23% | ||
| 11 | BRONFMAN E.L. ROTHSCHILD, L.P. | 812,175 | 19,939,000 | 2.11% | ||
| 12 | HighTower Advisors, LLC | 557,745 | 13,693,000 | 1.45% | ||
| 13 | CHOREO, LLC | 507,027 | 12,448,000 | 1.32% | ||
| 14 | RAYMOND JAMES & ASSOCIATES | 490,932 | 12,052,000 | 1.27% | ||
| 15 | Glenview Trust Co | 479,575 | 11,773,000 | 1.24% | ||
| 16 | ROYAL BANK OF CANADA | 465,925 | 11,439,000 | 1.21% | ||
| 17 | Beaumont Financial Partners, LLC | 456,099 | 11,197,000 | 1.18% | ||
| 18 | Raymond James Financial Services Advisors, Inc. | 420,497 | 10,323,000 | 1.09% | ||
| 19 | JFS WEALTH ADVISORS, LLC | 398,262 | 9,777,000 | 1.03% | ||
| 20 | Capital Investment Advisors, LLC | 386,203 | 9,481,000 | 1.00% | ||
| 21 | MCF Advisors LLC | 378,993 | 9,304,000 | 0.98% | ||
| 22 | JOHNSON INVESTMENT COUNSEL INC | 262,869 | 6,453,000 | 0.68% | ||
| 23 | MassMutual Private Wealth & Trust, FSB | 260,605 | 6,397,853 | 0.68% | ||
| 24 | Commonwealth Equity Services, Inc | 238,464 | 5,854,000 | 0.62% | ||
| 25 | AVIANCE CAPITAL MANAGEMENT, LLC | 200,589 | 4,924,000 | 0.52% | ||
| 26 | Whitnell & Co. | 170,547 | 4,187,000 | 0.44% | ||
| 27 | MML INVESTORS SERVICES, INC. | 162,508 | 3,990,000 | 0.42% | ||
| 28 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 160,522 | 3,941,000 | 0.42% | ||
| 29 | Jaffetilchin Investment Partners, LLC | 158,643 | 3,895,000 | 0.41% | ||
| 30 | STIFEL FINANCIAL CORP | 146,175 | 3,579,000 | 0.38% | ||
| 31 | Betterment LLC | 137,509 | 3,376,000 | 0.36% | ||
| 32 | GIERL AUGUSTINE INVESTMENT MANAGEMENT INC | 134,408 | 3,300,000 | 0.35% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 132,962 | 3,264,000 | 0.35% | ||
| 34 | JPMORGAN CHASE & CO | 128,342 | 3,151,000 | 0.33% | ||
| 35 | New England Private Wealth Advisors LLC | 110,032 | 2,703,000 | 0.29% | ||
| 36 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 110,023 | 2,702,000 | 0.29% | ||
| 37 | Blue Edge Capital, LLC | 108,596 | 2,666,032 | 0.28% | ||
| 38 | COLORADO CAPITAL MANAGEMENT, INC. | 105,729 | 2,595,000 | 0.27% | ||
| 39 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 105,658 | 2,594,000 | 0.27% | ||
| 40 | Karp Capital Management Corp | 104,471 | 2,565,000 | 0.27% | ||
| 41 | Private Advisor Group, LLC | 104,592 | 2,563,000 | 0.27% | ||
| 42 | ADVISOR GROUP, INC. | 96,889 | 2,379,000 | 0.25% | ||
| 43 | Frontier Wealth Management LLC | 94,531 | 2,321,000 | 0.25% | ||
| 44 | GIRARD SECURITIES, INC. | 94,172 | 2,315,000 | 0.24% | ||
| 45 | APPLETON PARTNERS INC/MA | 92,473 | 2,270,000 | 0.24% | ||
| 46 | EATON VANCE MANAGEMENT | 84,105 | 2,065,000 | 0.22% | ||
| 47 | Composition Wealth, LLC | 81,122 | 1,992,000 | 0.21% | ||
| 48 | Janney Montgomery Scott LLC | 77,421 | 1,901,000 | 0.20% | ||
| 49 | J.P. Morgan Private Wealth Advisors LLC | 75,935 | 1,864,000 | 0.20% | ||
| 50 | RAND WEALTH, LLC | 75,775 | 1,860,000 | 0.20% |
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.
