| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,359,285 | 127,117,000 | 17.20% | ||
| 2 | RAYMOND JAMES & ASSOCIATES | 3,868,096 | 112,794,000 | 15.26% | ||
| 3 | QS Investors, LLC | 2,100,919 | 61,263,000 | 8.29% | ||
| 4 | WealthTrust Fairport, LLC | 1,683,896 | 49,102,000 | 6.64% | ||
| 5 | FINANCIAL STRATEGY NETWORK, LLC | 1,484,582 | 43,430,000 | 5.88% | ||
| 6 | AT Bancorp | 1,106,543 | 32,267,000 | 4.37% | ||
| 7 | Baystate Wealth Management LLC | 1,009,133 | 29,426,000 | 3.98% | ||
| 8 | BRINKER CAPITAL INC | 682,508 | 19,902,000 | 2.69% | ||
| 9 | TRUIST FINANCIAL CORP | 668,191 | 19,485,000 | 2.64% | ||
| 10 | ROYAL BANK OF CANADA | 607,152 | 17,704,000 | 2.40% | ||
| 11 | SPINNAKER TRUST | 522,503 | 15,237,000 | 2.06% | ||
| 12 | Vigilant Capital Management, LLC | 519,201 | 15,140,000 | 2.05% | ||
| 13 | COMERICA BANK | 471,737 | 13,813,000 | 1.87% | ||
| 14 | AMERIPRISE FINANCIAL INC | 472,585 | 13,777,000 | 1.86% | ||
| 15 | Gradient Investments LLC | 457,793 | 13,349,000 | 1.81% | ||
| 16 | Paracle Advisors, LLC | 436,708 | 12,734,000 | 1.72% | ||
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 419,142 | 12,222,000 | 1.65% | ||
| 18 | BANK OF AMERICA CORP /DE/ | 401,500 | 11,708,000 | 1.58% | ||
| 19 | WELLS FARGO & COMPANY/MN | 366,380 | 10,684,000 | 1.45% | ||
| 20 | FDx Advisors, Inc. | 290,406 | 8,468,000 | 1.15% | ||
| 21 | UBS Group AG | 283,781 | 8,275,000 | 1.12% | ||
| 22 | Sequoia Financial Advisors, LLC | 261,626 | 7,629,000 | 1.03% | ||
| 23 | ENVESTNET ASSET MANAGEMENT INC | 221,344 | 6,454,000 | 0.87% | ||
| 24 | Commonwealth Equity Services, Inc | 220,233 | 6,422,000 | 0.87% | ||
| 25 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 216,257 | 6,306,000 | 0.85% | ||
| 26 | BANK OF THE WEST | 196,210 | 5,722,000 | 0.77% | ||
| 27 | Capital Analysts, LLC | 167,238 | 4,876,688 | 0.66% | ||
| 28 | HIGHLAND PRIVATE WEALTH MANAGEMENT | 163,554 | 4,770,000 | 0.65% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 155,352 | 4,530,000 | 0.61% | ||
| 30 | AVIANCE CAPITAL MANAGEMENT, LLC | 135,428 | 3,949,000 | 0.53% | ||
| 31 | Cambridge Investment Research Advisors, Inc. | 131,948 | 3,848,000 | 0.52% | ||
| 32 | Accuvest Global Advisors | 128,700 | 3,753,000 | 0.51% | ||
| 33 | Kemper Corp Master Retirement Trust | 100,000 | 2,916,000 | 0.39% | ||
| 34 | Private Advisor Group, LLC | 96,270 | 2,812,000 | 0.38% | ||
| 35 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 90,598 | 2,642,000 | 0.36% | ||
| 36 | BOK Financial Private Wealth, Inc. | 74,925 | 2,185,000 | 0.30% | ||
| 37 | MSI Financial Services Inc | 61,460 | 1,792,000 | 0.24% | ||
| 38 | LPL Financial LLC | 61,289 | 1,790,000 | 0.24% | ||
| 39 | PRIVATE TRUST CO NA | 53,631 | 1,563,000 | 0.21% | ||
| 40 | CPWM, LLC | 50,494 | 1,472,000 | 0.20% | ||
| 41 | SAGE FINANCIAL GROUP INC | 40,910 | 1,193,000 | 0.16% | PRN | |
| 42 | COMERICA SECURITIES INC | 40,772 | 1,189,000 | 0.16% | ||
| 43 | Concert Wealth Management Inc. | 35,214 | 1,029,000 | 0.14% | ||
| 44 | SNOWDEN CAPITAL ADVISORS LLC | 35,058 | 1,022,291 | 0.14% | ||
| 45 | COLONY GROUP LLC | 31,838 | 928,000 | 0.13% | ||
| 46 | CAPITAL ONE, NATIONAL ASSOCIATION | 30,792 | 898,000 | 0.12% | ||
| 47 | FIDUCIARY TRUST CO | 27,961 | 815,000 | 0.11% | ||
| 48 | COBIZ WEALTH, LLC | 23,156 | 675,000 | 0.09% | ||
| 49 | JANE STREET GROUP, LLC | 19,247 | 561,000 | 0.08% | ||
| 50 | STIFEL FINANCIAL CORP | 18,238 | 534,000 | 0.07% |
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.
