| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,485,434 | 127,654,000 | 16.58% | ||
| 2 | RAYMOND JAMES & ASSOCIATES | 2,769,117 | 78,809,000 | 10.24% | ||
| 3 | QS Investors, LLC | 1,903,697 | 54,179,000 | 7.04% | ||
| 4 | WealthTrust Fairport, LLC | 1,585,974 | 45,137,000 | 5.86% | ||
| 5 | FINANCIAL STRATEGY NETWORK, LLC | 1,417,833 | 39,550,000 | 5.14% | ||
| 6 | Baystate Wealth Management LLC | 963,060 | 27,409,000 | 3.56% | ||
| 7 | PITCAIRN CO | 915,657 | 26,060,000 | 3.39% | ||
| 8 | AMERIPRISE FINANCIAL INC | 831,380 | 23,652,000 | 3.07% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 753,197 | 21,435,000 | 2.78% | ||
| 10 | BRINKER CAPITAL INC | 676,290 | 19,247,000 | 2.50% | ||
| 11 | SPINNAKER TRUST | 601,449 | 17,117,000 | 2.22% | ||
| 12 | ROYAL BANK OF CANADA | 573,301 | 16,316,000 | 2.12% | ||
| 13 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 555,196 | 15,801,000 | 2.05% | ||
| 14 | COMERICA BANK | 533,240 | 15,022,000 | 1.95% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 516,788 | 14,708,000 | 1.91% | ||
| 16 | Vigilant Capital Management, LLC | 486,695 | 13,851,000 | 1.80% | ||
| 17 | Paracle Advisors, LLC | 435,929 | 12,406,000 | 1.61% | ||
| 18 | Gradient Investments LLC | 411,097 | 11,700,000 | 1.52% | ||
| 19 | TRUIST FINANCIAL CORP | 401,540 | 11,428,000 | 1.48% | ||
| 20 | FDx Advisors, Inc. | 360,057 | 10,247,000 | 1.33% | ||
| 21 | UBS Group AG | 300,453 | 8,551,000 | 1.11% | ||
| 22 | Polaris Wealth Advisory Group, LLC | 291,967 | 8,309,000 | 1.08% | ||
| 23 | Sequoia Financial Advisors, LLC | 287,345 | 8,178,000 | 1.06% | ||
| 24 | WealthTrust-Arizona, LLC | 283,158 | 8,058,000 | 1.05% | ||
| 25 | COLONY GROUP LLC | 254,074 | 7,231,000 | 0.94% | ||
| 26 | WELLS FARGO & COMPANY/MN | 241,645 | 6,878,000 | 0.89% | ||
| 27 | Commonwealth Equity Services, Inc | 238,282 | 6,782,000 | 0.88% | ||
| 28 | PINNACLE ASSOCIATES LTD | 236,420 | 6,729,000 | 0.87% | ||
| 29 | Argentus Capital Management, LLC | 219,669 | 6,252,000 | 0.81% | ||
| 30 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 219,585 | 6,249,000 | 0.81% | ||
| 31 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 198,401 | 5,646,000 | 0.73% | ||
| 32 | JANE STREET GROUP, LLC | 198,148 | 5,639,000 | 0.73% | ||
| 33 | EP Wealth Advisors, LLC | 188,615 | 5,368,000 | 0.70% | ||
| 34 | HIGHLAND PRIVATE WEALTH MANAGEMENT | 169,969 | 4,837,000 | 0.63% | ||
| 35 | MSI Financial Services Inc | 167,599 | 4,770,000 | 0.62% | ||
| 36 | Accuvest Global Advisors | 161,980 | 4,610,000 | 0.60% | ||
| 37 | Capital Analysts, LLC | 160,993 | 4,581,868 | 0.60% | ||
| 38 | Simplicity Solutions, LLC | 144,424 | 4,110,307 | 0.53% | ||
| 39 | AVIANCE CAPITAL MANAGEMENT, LLC | 127,029 | 3,615,000 | 0.47% | ||
| 40 | CAPTRUST FINANCIAL ADVISORS | 123,360 | 3,511,000 | 0.46% | ||
| 41 | Cambridge Investment Research Advisors, Inc. | 121,327 | 3,453,000 | 0.45% | ||
| 42 | ASSETMARK, INC | 120,294 | 3,424,000 | 0.44% | ||
| 43 | Raymond James Financial Services Advisors, Inc. | 118,932 | 3,385,000 | 0.44% | ||
| 44 | LPL Financial LLC | 109,943 | 3,116,000 | 0.40% | ||
| 45 | HighTower Advisors, LLC | 105,909 | 3,006,000 | 0.39% | ||
| 46 | Kemper Corp Master Retirement Trust | 100,000 | 2,846,000 | 0.37% | ||
| 47 | BANK OF THE WEST | 98,801 | 2,812,000 | 0.37% | ||
| 48 | STIFEL FINANCIAL CORP | 20,133 | 2,730,000 | 0.35% | ||
| 49 | Private Advisor Group, LLC | 95,153 | 2,708,000 | 0.35% | ||
| 50 | SAGE FINANCIAL GROUP INC | 83,716 | 2,383,000 | 0.31% | PRN |
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.
