| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 784,042 | 10,122,000 | 31.06% | ||
| 2 | WELLS FARGO & COMPANY/MN | 537,311 | 6,937,000 | 21.28% | ||
| 3 | UBS Group AG | 313,828 | 4,052,000 | 12.43% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 126,771 | 1,636,000 | 5.02% | ||
| 5 | Perkins Coie Trust Co | 123,440 | 1,594,000 | 4.89% | ||
| 6 | ROYAL BANK OF CANADA | 61,733 | 797,000 | 2.45% | ||
| 7 | OPPENHEIMER & CO INC | 60,962 | 787,000 | 2.41% | ||
| 8 | RAYMOND JAMES & ASSOCIATES | 49,360 | 637,000 | 1.95% | ||
| 9 | First Allied Advisory Services, Inc. | 47,242 | 612,000 | 1.88% | ||
| 10 | Creative Planning | 45,085 | 582,000 | 1.79% | ||
| 11 | EDMOND DE ROTHSCHILD HOLDING S.A. | 41,300 | 533,000 | 1.64% | ||
| 12 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 40,401 | 522,000 | 1.60% | ||
| 13 | Ledyard National Bank | 37,800 | 488,000 | 1.50% | ||
| 14 | LPL Financial LLC | 34,064 | 440,000 | 1.35% | ||
| 15 | SUNTRUST BANKS INC | 33,938 | 438,000 | 1.34% | ||
| 16 | AMERIPRISE FINANCIAL INC | 23,691 | 306,000 | 0.94% | ||
| 17 | M&T BANK CORP | 19,240 | 248,000 | 0.76% | ||
| 18 | COLONY GROUP LLC | 13,961 | 180,000 | 0.55% | ||
| 19 | Mariner, LLC | 13,336 | 172,000 | 0.53% | ||
| 20 | JANE STREET GROUP, LLC | 12,771 | 165,000 | 0.51% | ||
| 21 | CETERA INVESTMENT ADVISERS | 11,993 | 153,000 | 0.47% | ||
| 22 | Cetera Advisors LLC | 11,993 | 153,000 | 0.47% | ||
| 23 | WHITTIER TRUST CO | 11,600 | 150,000 | 0.46% | ||
| 24 | MML INVESTORS SERVICES, INC. | 11,491 | 148,000 | 0.45% | ||
| 25 | STIFEL FINANCIAL CORP | 10,519 | 135,000 | 0.41% | ||
| 26 | CITADEL ADVISORS LLC | 10,118 | 131,000 | 0.40% | ||
| 27 | FIFTH THIRD BANCORP | 9,956 | 129,000 | 0.40% | ||
| 28 | PNC FINANCIAL SERVICES GROUP, INC. | 7,600 | 98,000 | 0.30% | ||
| 29 | TRUST CO OF VERMONT | 6,950 | 90,000 | 0.28% | ||
| 30 | SARGENT BICKHAM LAGUDIS LLC | 3,781 | 49,000 | 0.15% | ||
| 31 | ENVESTNET ASSET MANAGEMENT INC | 1,589 | 21,000 | 0.06% | ||
| 32 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 1,200 | 15,492 | 0.05% | ||
| 33 | HOWE & RUSLING INC | 1,000 | 13,000 | 0.04% | ||
| 34 | WFG Advisors, LP | 760 | 10,000 | 0.03% | ||
| 35 | CITIGROUP INC | 775 | 10,000 | 0.03% | ||
| 36 | CLEAR PERSPECTIVE ADVISORS, LLC | 700 | 9,000 | 0.03% | ||
| 37 | IFP ADVISORS, INC | 605 | 8,000 | 0.02% | ||
| 38 | Ameritas Investment Partners, Inc. | 655 | 8,000 | 0.02% | ||
| 39 | US BANCORP \DE\ | 542 | 7,000 | 0.02% | ||
| 40 | ADVISOR GROUP, INC. | 292 | 4,000 | 0.01% | ||
| 41 | GENEOS WEALTH MANAGEMENT INC. | 200 | 2,000 | 0.01% | ||
| 42 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
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.
