| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,831,851 | 138,529,000 | 16.94% | ||
| 2 | RAYMOND JAMES & ASSOCIATES | 4,407,518 | 126,364,000 | 15.45% | ||
| 3 | QS Investors, LLC | 2,267,693 | 65,015,000 | 7.95% | ||
| 4 | WealthTrust Fairport, LLC | 1,721,522 | 49,356,000 | 6.03% | ||
| 5 | FINANCIAL STRATEGY NETWORK, LLC | 1,425,500 | 41,192,000 | 5.04% | ||
| 6 | AT Bancorp | 1,131,038 | 32,427,000 | 3.96% | ||
| 7 | Baystate Wealth Management LLC | 1,003,680 | 28,876,000 | 3.53% | ||
| 8 | ROYAL BANK OF CANADA | 808,906 | 23,192,000 | 2.84% | ||
| 9 | AMERIPRISE FINANCIAL INC | 798,200 | 22,824,000 | 2.79% | ||
| 10 | TRUIST FINANCIAL CORP | 766,038 | 21,962,000 | 2.69% | ||
| 11 | BRINKER CAPITAL INC | 660,177 | 18,928,000 | 2.31% | ||
| 12 | SPINNAKER TRUST | 540,670 | 15,501,000 | 1.90% | ||
| 13 | BANK OF AMERICA CORP /DE/ | 524,521 | 15,038,000 | 1.84% | ||
| 14 | COMERICA BANK | 519,562 | 14,974,000 | 1.83% | ||
| 15 | Paracle Advisors, LLC | 475,249 | 13,625,000 | 1.67% | ||
| 16 | Gradient Investments LLC | 471,211 | 13,510,000 | 1.65% | ||
| 17 | GRIMES & Co WEALTH MANAGEMENT, LLC | 448,556 | 12,860,000 | 1.57% | ||
| 18 | WELLS FARGO & COMPANY/MN | 431,631 | 12,375,000 | 1.51% | ||
| 19 | Vigilant Capital Management, LLC | 424,276 | 12,164,000 | 1.49% | ||
| 20 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 364,543 | 10,451,000 | 1.28% | ||
| 21 | UBS Group AG | 306,693 | 8,793,000 | 1.08% | ||
| 22 | OMNIA FAMILY WEALTH, LLC | 276,732 | 7,934,000 | 0.97% | ||
| 23 | HIGHLAND PRIVATE WEALTH MANAGEMENT | 262,067 | 7,514,000 | 0.92% | ||
| 24 | BANK OF THE WEST | 252,708 | 7,246,000 | 0.89% | ||
| 25 | ENVESTNET ASSET MANAGEMENT INC | 252,129 | 7,228,000 | 0.88% | ||
| 26 | FDx Advisors, Inc. | 247,167 | 7,086,000 | 0.87% | ||
| 27 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 229,088 | 6,568,000 | 0.80% | ||
| 28 | Cambridge Investment Research Advisors, Inc. | 220,357 | 6,318,000 | 0.77% | ||
| 29 | Cetera Advisor Networks LLC | 202,695 | 5,829,000 | 0.71% | ||
| 30 | FUSION FAMILY WEALTH, LLC | 200,331 | 5,767,000 | 0.71% | SH | |
| 31 | Capital Analysts, LLC | 195,749 | 5,612,000 | 0.69% | ||
| 32 | Raymond James Financial Services Advisors, Inc. | 192,698 | 5,525,000 | 0.68% | ||
| 33 | Accuvest Global Advisors | 118,980 | 3,411,000 | 0.42% | ||
| 34 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 118,111 | 3,386,000 | 0.41% | ||
| 35 | CAPITAL ONE, NATIONAL ASSOCIATION | 112,866 | 3,236,000 | 0.40% | ||
| 36 | Private Advisor Group, LLC | 106,453 | 3,069,000 | 0.38% | ||
| 37 | AVIANCE CAPITAL MANAGEMENT, LLC | 101,827 | 2,919,000 | 0.36% | ||
| 38 | LEVEL FOUR ADVISORY SERVICES, LLC | 101,005 | 2,896,000 | 0.35% | ||
| 39 | FLAGSHIP HARBOR ADVISORS, LLC | 91,986 | 2,645,000 | 0.32% | ||
| 40 | Concert Wealth Management Inc. | 70,956 | 2,036,000 | 0.25% | ||
| 41 | HighTower Advisors, LLC | 63,914 | 1,833,000 | 0.22% | ||
| 42 | PRIVATE TRUST CO NA | 54,579 | 1,564,000 | 0.19% | ||
| 43 | COMERICA SECURITIES INC | 53,527 | 1,535,000 | 0.19% | ||
| 44 | LPL Financial LLC | 53,282 | 1,528,000 | 0.19% | ||
| 45 | ASPIRIANT, LLC | 50,136 | 1,437,000 | 0.18% | ||
| 46 | IndexIQ Advisors LLC | 48,242 | 1,389,000 | 0.17% | ||
| 47 | SNOWDEN CAPITAL ADVISORS LLC | 45,722 | 1,310,850 | 0.16% | ||
| 48 | CPWM, LLC | 44,816 | 1,285,000 | 0.16% | ||
| 49 | Sequoia Financial Advisors, LLC | 37,975 | 1,089,000 | 0.13% | ||
| 50 | Commonwealth Equity Services, Inc | 29,066 | 833,000 | 0.10% |
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.
