| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,817,648 | 138,749,000 | 22.47% | ||
| 2 | RAYMOND JAMES & ASSOCIATES | 2,457,766 | 70,784,000 | 11.46% | ||
| 3 | WealthTrust Fairport, LLC | 1,459,460 | 42,032,000 | 6.81% | ||
| 4 | QS Investors, LLC | 1,181,804 | 34,036,000 | 5.51% | ||
| 5 | Baystate Wealth Management LLC | 876,869 | 25,254,000 | 4.09% | ||
| 6 | COMERICA BANK | 826,914 | 23,815,000 | 3.86% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 704,343 | 20,285,000 | 3.29% | ||
| 8 | SPINNAKER TRUST | 632,301 | 18,210,000 | 2.95% | ||
| 9 | ROYAL BANK OF CANADA | 604,312 | 17,405,000 | 2.82% | ||
| 10 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 543,022 | 15,639,000 | 2.53% | ||
| 11 | WealthTrust-Arizona, LLC | 484,173 | 13,944,000 | 2.26% | ||
| 12 | Vigilant Capital Management, LLC | 461,720 | 13,298,000 | 2.15% | ||
| 13 | BANK OF AMERICA CORP /DE/ | 432,520 | 12,457,000 | 2.02% | ||
| 14 | Paracle Advisors, LLC | 411,973 | 11,864,000 | 1.92% | ||
| 15 | WELLS FARGO & COMPANY/MN | 362,022 | 10,427,000 | 1.69% | ||
| 16 | Strategic Capital Alternatives LLC | 355,597 | 10,241,000 | 1.66% | ||
| 17 | UBS Group AG | 318,660 | 9,177,000 | 1.49% | ||
| 18 | Argentus Capital Management, LLC | 308,448 | 8,883,000 | 1.44% | ||
| 19 | Commonwealth Equity Services, Inc | 265,337 | 7,642,000 | 1.24% | ||
| 20 | PINNACLE ASSOCIATES LTD | 262,625 | 7,564,000 | 1.23% | ||
| 21 | CAPTRUST FINANCIAL ADVISORS | 237,921 | 6,852,000 | 1.11% | ||
| 22 | PALLADIEM, LLC | 212,180 | 6,111,000 | 0.99% | ||
| 23 | Roof Eidam Maycock Peralta, LLC | 184,925 | 5,326,000 | 0.86% | ||
| 24 | Sequoia Financial Advisors, LLC | 177,869 | 5,123,000 | 0.83% | ||
| 25 | Kemper Corp Master Retirement Trust | 175,000 | 5,040,000 | 0.82% | ||
| 26 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 164,160 | 4,728,000 | 0.77% | ||
| 27 | Accuvest Global Advisors | 163,030 | 4,695,000 | 0.76% | ||
| 28 | TRUIST FINANCIAL CORP | 151,631 | 4,367,000 | 0.71% | ||
| 29 | Capital Analysts, LLC | 143,163 | 4,123,102 | 0.67% | ||
| 30 | JANE STREET GROUP, LLC | 142,501 | 4,104,000 | 0.66% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 116,516 | 3,356,000 | 0.54% | ||
| 32 | EP Wealth Advisors, LLC | 113,670 | 3,274,000 | 0.53% | ||
| 33 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 101,089 | 2,911,000 | 0.47% | ||
| 34 | Private Advisor Group, LLC | 100,948 | 2,907,000 | 0.47% | ||
| 35 | AVIANCE CAPITAL MANAGEMENT, LLC | 100,051 | 2,881,000 | 0.47% | ||
| 36 | MSI Financial Services Inc | 95,042 | 2,737,000 | 0.44% | ||
| 37 | Pinnacle Wealth Management Advisory Group, LLC | 76,400 | 2,200,000 | 0.36% | ||
| 38 | BRINKER CAPITAL INC | 72,611 | 2,091,000 | 0.34% | ||
| 39 | CREDIT SUISSE AG/ | 69,376 | 1,998,000 | 0.32% | ||
| 40 | COMERICA SECURITIES INC | 62,683 | 1,805,000 | 0.29% | ||
| 41 | COLONY GROUP LLC | 60,349 | 1,738,000 | 0.28% | ||
| 42 | Atria Investments, Inc | 49 | 1,697,000 | 0.27% | ||
| 43 | CPWM, LLC | 57,649 | 1,660,000 | 0.27% | ||
| 44 | VALLEY NATIONAL ADVISERS INC | 56,422 | 1,625,000 | 0.26% | ||
| 45 | HighTower Advisors, LLC | 54,714 | 1,568,000 | 0.25% | ||
| 46 | BANK OF THE WEST | 53,742 | 1,548,000 | 0.25% | ||
| 47 | Garde Capital, Inc. | 53,501 | 1,541,000 | 0.25% | ||
| 48 | AMERICAN INTERNATIONAL GROUP, INC. | 51,058 | 1,470,000 | 0.24% | ||
| 49 | COBIZ WEALTH, LLC | 50,364 | 1,450,000 | 0.23% | ||
| 50 | LPL Financial LLC | 49,868 | 1,450,000 | 0.23% |
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.
