| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,058,385 | 287,597,000 | 16.35% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,985,389 | 277,398,000 | 15.77% | ||
| 3 | Pinnacle Advisory Group, Inc. | 1,221,283 | 170,638,000 | 9.70% | ||
| 4 | UBS Group AG | 658,129 | 91,954,000 | 5.23% | ||
| 5 | WELLS FARGO & COMPANY/MN | 614,010 | 85,790,000 | 4.88% | ||
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 497,330 | 69,487,000 | 3.95% | ||
| 7 | LPL Financial LLC | 331,816 | 46,361,000 | 2.64% | ||
| 8 | GOLDMAN SACHS GROUP INC | 250,905 | 35,056,000 | 1.99% | ||
| 9 | ROYAL BANK OF CANADA | 206,645 | 28,872,000 | 1.64% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 196,639 | 27,475,000 | 1.56% | ||
| 11 | Bank of New York Mellon Corp | 195,986 | 27,383,000 | 1.56% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 192,537 | 26,901,000 | 1.53% | ||
| 13 | AMERIPRISE FINANCIAL INC | 188,666 | 26,382,000 | 1.50% | ||
| 14 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 176,666 | 24,684,000 | 1.40% | ||
| 15 | STIFEL FINANCIAL CORP | 147,605 | 20,637,000 | 1.17% | ||
| 16 | XPONANCE LLC | 123,960 | 18,074,000 | 1.03% | ||
| 17 | BENJAMIN F. EDWARDS & COMPANY, INC. | 126,460 | 17,669,000 | 1.00% | ||
| 18 | Raymond James Financial Services Advisors, Inc. | 121,280 | 16,945,000 | 0.96% | ||
| 19 | NEW YORK STATE COMMON RETIREMENT FUND | 112,126 | 15,666,000 | 0.89% | ||
| 20 | JPMORGAN CHASE & CO | 106,515 | 14,882,000 | 0.85% | ||
| 21 | GRIMES & Co WEALTH MANAGEMENT, LLC | 103,290 | 14,432,000 | 0.82% | ||
| 22 | HOWARD CAPITAL MANAGEMENT | 99,413 | 13,890,000 | 0.79% | ||
| 23 | BlackRock Finance, Inc. | 89,074 | 12,445,000 | 0.71% | ||
| 24 | CREDIT SUISSE AG/ | 86,078 | 12,027,000 | 0.68% | ||
| 25 | SPC Financial, Inc. | 78,678 | 10,993,000 | 0.62% | ||
| 26 | FMR LLC | 76,634 | 10,708,000 | 0.61% | ||
| 27 | Quantitative Advantage, LLC | 73,577 | 10,280,000 | 0.58% | ||
| 28 | RAYMOND JAMES & ASSOCIATES | 73,293 | 10,242,000 | 0.58% | ||
| 29 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 73,150 | 10,221,000 | 0.58% | ||
| 30 | NAVELLIER & ASSOCIATES INC | 72,052 | 10,067,000 | 0.57% | ||
| 31 | MONROE BANK & TRUST/MI | 69,588 | 9,723,000 | 0.55% | ||
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 67,500 | 9,431,000 | 0.54% | Call | |
| 33 | PIERSHALE FINANCIAL GROUP, INC. | 64,011 | 8,652,000 | 0.49% | ||
| 34 | Stillwater Capital Advisors, LLC | 59,634 | 8,332,000 | 0.47% | ||
| 35 | Commonwealth Equity Services, Inc | 58,928 | 8,233,000 | 0.47% | ||
| 36 | RWA WEALTH PARTNERS, LLC | 58,823 | 8,219,000 | 0.47% | ||
| 37 | Capital Investment Advisors, LLC | 55,632 | 7,773,000 | 0.44% | ||
| 38 | Cambridge Investment Research Advisors, Inc. | 55,002 | 7,685,000 | 0.44% | ||
| 39 | Private Advisor Group, LLC | 54,201 | 7,676,000 | 0.44% | ||
| 40 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 50,593 | 7,117,000 | 0.40% | ||
| 41 | BAHL & GAYNOR INC | 47,617 | 6,653,000 | 0.38% | ||
| 42 | HighTower Advisors, LLC | 46,845 | 6,543,000 | 0.37% | ||
| 43 | ADVISOR GROUP, INC. | 45,394 | 6,343,000 | 0.36% | ||
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,700 | 6,106,000 | 0.35% | Put | |
| 45 | COMMERCE BANK | 41,668 | 5,822,000 | 0.33% | ||
| 46 | CITADEL ADVISORS LLC | 38,745 | 5,413,000 | 0.31% | ||
| 47 | CWM, LLC | 38,054 | 5,317,000 | 0.30% | ||
| 48 | MML INVESTORS SERVICES, INC. | 35,281 | 4,929,000 | 0.28% | ||
| 49 | Transamerica Financial Advisors, LLC | 35,188 | 4,917,000 | 0.28% | ||
| 50 | CIBC Private Wealth Group LLC | 34,846 | 4,869,000 | 0.28% |
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.
