| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,176,373 | 120,363,000 | 16.51% | ||
| 2 | RAYMOND JAMES & ASSOCIATES | 3,720,666 | 107,230,000 | 14.71% | ||
| 3 | QS Investors, LLC | 2,023,064 | 58,305,000 | 8.00% | ||
| 4 | WealthTrust Fairport, LLC | 1,657,865 | 47,780,000 | 6.55% | ||
| 5 | FINANCIAL STRATEGY NETWORK, LLC | 1,463,938 | 42,624,000 | 5.85% | ||
| 6 | AT Bancorp | 1,119,708 | 32,270,000 | 4.43% | ||
| 7 | AMERIPRISE FINANCIAL INC | 1,085,775 | 31,139,000 | 4.27% | ||
| 8 | Baystate Wealth Management LLC | 996,545 | 28,720,000 | 3.94% | ||
| 9 | SPINNAKER TRUST | 608,005 | 17,523,000 | 2.40% | ||
| 10 | ROYAL BANK OF CANADA | 597,420 | 17,219,000 | 2.36% | ||
| 11 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 520,443 | 14,999,000 | 2.06% | ||
| 12 | Vigilant Capital Management, LLC | 512,486 | 14,770,000 | 2.03% | ||
| 13 | TRUIST FINANCIAL CORP | 472,442 | 13,616,000 | 1.87% | ||
| 14 | Gradient Investments LLC | 454,411 | 13,096,000 | 1.80% | ||
| 15 | COMERICA BANK | 445,839 | 12,907,000 | 1.77% | ||
| 16 | Paracle Advisors, LLC | 431,505 | 12,436,000 | 1.71% | ||
| 17 | BANK OF AMERICA CORP /DE/ | 352,686 | 10,164,000 | 1.39% | ||
| 18 | FDx Advisors, Inc. | 330,980 | 9,539,000 | 1.31% | ||
| 19 | ENVESTNET ASSET MANAGEMENT INC | 297,745 | 8,581,000 | 1.18% | ||
| 20 | UBS Group AG | 274,765 | 7,919,000 | 1.09% | ||
| 21 | WELLS FARGO & COMPANY/MN | 259,866 | 7,489,000 | 1.03% | ||
| 22 | Sequoia Financial Advisors, LLC | 255,971 | 7,377,000 | 1.01% | ||
| 23 | Commonwealth Equity Services, Inc | 238,272 | 6,867,000 | 0.94% | ||
| 24 | PINNACLE ASSOCIATES LTD | 207,040 | 5,967,000 | 0.82% | ||
| 25 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 200,881 | 5,789,000 | 0.79% | ||
| 26 | Raymond James Financial Services Advisors, Inc. | 180,074 | 5,190,000 | 0.71% | ||
| 27 | Accuvest Global Advisors | 162,100 | 4,672,000 | 0.64% | ||
| 28 | MSI Financial Services Inc | 152,090 | 4,383,000 | 0.60% | ||
| 29 | BANK OF THE WEST | 152,045 | 4,382,000 | 0.60% | ||
| 30 | HIGHLAND PRIVATE WEALTH MANAGEMENT | 151,624 | 4,369,000 | 0.60% | ||
| 31 | Capital Analysts, LLC | 151,022 | 4,352,473 | 0.60% | ||
| 32 | AVIANCE CAPITAL MANAGEMENT, LLC | 133,523 | 3,848,000 | 0.53% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 121,045 | 3,489,000 | 0.48% | ||
| 34 | LPL Financial LLC | 119,285 | 3,435,000 | 0.47% | ||
| 35 | Polaris Wealth Advisory Group, LLC | 103,728 | 2,989,000 | 0.41% | ||
| 36 | Kemper Corp Master Retirement Trust | 100,000 | 2,882,000 | 0.40% | ||
| 37 | Private Advisor Group, LLC | 94,953 | 2,737,000 | 0.38% | ||
| 38 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 94,949 | 2,734,000 | 0.38% | ||
| 39 | HighTower Advisors, LLC | 73,433 | 2,095,000 | 0.29% | ||
| 40 | PRIVATE TRUST CO NA | 55,125 | 1,588,000 | 0.22% | ||
| 41 | CPWM, LLC | 50,785 | 1,464,000 | 0.20% | ||
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,144 | 1,243,000 | 0.17% | ||
| 43 | BRINKER CAPITAL INC | 39,699 | 1,144,000 | 0.16% | ||
| 44 | COMERICA SECURITIES INC | 38,668 | 1,114,000 | 0.15% | ||
| 45 | Pinnacle Wealth Management Advisory Group, LLC | 36,015 | 1,038,000 | 0.14% | ||
| 46 | SNOWDEN CAPITAL ADVISORS LLC | 34,511 | 994,607 | 0.14% | ||
| 47 | SAGE FINANCIAL GROUP INC | 33,760 | 973,000 | 0.13% | PRN | |
| 48 | CYPRESS WEALTH ADVISORS LLC | 33,828 | 945,000 | 0.13% | ||
| 49 | COLONY GROUP LLC | 32,733 | 943,000 | 0.13% | ||
| 50 | CAPITAL ONE, NATIONAL ASSOCIATION | 31,173 | 898,000 | 0.12% |
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.
