| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,534,015 | 134,115,000 | 21.72% | ||
| 2 | RAYMOND JAMES & ASSOCIATES | 2,371,262 | 70,142,000 | 11.36% | ||
| 3 | COMERICA BANK | 1,953,860 | 57,796,000 | 9.36% | ||
| 4 | WealthTrust Fairport, LLC | 1,490,726 | 44,096,000 | 7.14% | ||
| 5 | QS Investors, LLC | 1,228,546 | 36,340,000 | 5.88% | ||
| 6 | Baystate Wealth Management LLC | 803,897 | 23,779,000 | 3.85% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 773,126 | 22,869,000 | 3.70% | ||
| 8 | SPINNAKER TRUST | 674,647 | 19,956,000 | 3.23% | ||
| 9 | ROYAL BANK OF CANADA | 651,437 | 19,270,000 | 3.12% | ||
| 10 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 555,147 | 16,421,000 | 2.66% | ||
| 11 | UBS Group AG | 532,600 | 15,754,000 | 2.55% | ||
| 12 | WealthTrust-Arizona, LLC | 470,306 | 13,912,000 | 2.25% | ||
| 13 | Vigilant Capital Management, LLC | 424,079 | 12,544,000 | 2.03% | ||
| 14 | BANK OF AMERICA CORP /DE/ | 401,033 | 11,862,000 | 1.92% | ||
| 15 | FDx Advisors, Inc. | 362,278 | 10,716,000 | 1.74% | ||
| 16 | PALLADIEM, LLC | 342,180 | 10,122,000 | 1.64% | ||
| 17 | Argentus Capital Management, LLC | 260,051 | 7,692,000 | 1.25% | ||
| 18 | WELLS FARGO & COMPANY/MN | 242,061 | 7,160,000 | 1.16% | ||
| 19 | Commonwealth Equity Services, Inc | 237,932 | 7,038,000 | 1.14% | ||
| 20 | Kemper Corp Master Retirement Trust | 175,000 | 5,177,000 | 0.84% | ||
| 21 | Accuvest Global Advisors | 172,850 | 5,113,000 | 0.83% | ||
| 22 | Sequoia Financial Advisors, LLC | 158,539 | 4,690,000 | 0.76% | ||
| 23 | Strategic Capital Alternatives LLC | 143,000 | 4,234,000 | 0.69% | ||
| 24 | Capital Analysts, LLC | 133,499 | 3,948,908 | 0.64% | ||
| 25 | Roof Eidam Maycock Peralta, LLC | 126,380 | 3,738,000 | 0.61% | ||
| 26 | Cambridge Investment Research Advisors, Inc. | 118,035 | 3,491,000 | 0.57% | ||
| 27 | PINNACLE ASSOCIATES LTD | 109,795 | 3,248,000 | 0.53% | ||
| 28 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 99,754 | 2,951,000 | 0.48% | ||
| 29 | Private Advisor Group, LLC | 96,820 | 2,864,000 | 0.46% | ||
| 30 | MSI Financial Services Inc | 96,035 | 2,841,000 | 0.46% | ||
| 31 | First Allied Advisory Services, Inc. | 84,580 | 2,505,000 | 0.41% | ||
| 32 | BANK OF THE WEST | 74,678 | 2,209,000 | 0.36% | ||
| 33 | HighTower Advisors, LLC | 64,692 | 1,913,000 | 0.31% | ||
| 34 | Garde Capital, Inc. | 60,696 | 1,795,000 | 0.29% | ||
| 35 | VALLEY NATIONAL ADVISERS INC | 58,676 | 1,736,000 | 0.28% | ||
| 36 | CPWM, LLC | 57,649 | 1,705,000 | 0.28% | ||
| 37 | AVIANCE CAPITAL MANAGEMENT, LLC | 55,783 | 1,650,000 | 0.27% | ||
| 38 | COBIZ WEALTH, LLC | 54,086 | 1,600,000 | 0.26% | ||
| 39 | PRIVATE TRUST CO NA | 52,370 | 1,549,000 | 0.25% | ||
| 40 | CURIAN CAPITAL LLC | 51,801 | 1,532,000 | 0.25% | ||
| 41 | TRUIST FINANCIAL CORP | 48,764 | 1,443,000 | 0.23% | ||
| 42 | COLONY GROUP LLC | 45,090 | 1,334,000 | 0.22% | ||
| 43 | LPL Financial LLC | 43,699 | 1,288,000 | 0.21% | ||
| 44 | Pinnacle Wealth Management Advisory Group, LLC | 38,950 | 1,152,000 | 0.19% | ||
| 45 | JPMORGAN CHASE & CO | 34,060 | 1,007,000 | 0.16% | ||
| 46 | AMERIPRISE FINANCIAL INC | 30,848 | 912,000 | 0.15% | ||
| 47 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 25,358 | 750,000 | 0.12% | ||
| 48 | M&T BANK CORP | 24,708 | 731,000 | 0.12% | ||
| 49 | STIFEL FINANCIAL CORP | 20,865 | 617,000 | 0.10% | ||
| 50 | Texas Yale Capital Corp. | 17,975 | 532,000 | 0.09% |
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.
