| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MML INVESTORS SERVICES, INC. | 15,947,248 | 1,405,039,000 | 35.06% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,793,820 | 397,213,000 | 9.91% | ||
| 3 | JONES FINANCIAL COMPANIES LLLP | 3,149,408 | 329,743,000 | 8.23% | ||
| 4 | SCS Capital Management LLC | 1,668,980 | 174,742,000 | 4.36% | ||
| 5 | MORGAN STANLEY | 1,251,422 | 131,024,000 | 3.27% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 1,207,810 | 126,458,000 | 3.16% | ||
| 7 | UBS Group AG | 1,158,171 | 121,261,000 | 3.03% | ||
| 8 | Meristem Family Wealth, LLC | 953,354 | 99,816,000 | 2.49% | ||
| 9 | BARING ASSET MANAGEMENT Ltd | 786,182 | 82,573,000 | 2.06% | ||
| 10 | BANQUE PICTET & CIE SA | 711,867 | 74,532,000 | 1.86% | ||
| 11 | Pictet North America Advisors SA | 666,247 | 69,756,000 | 1.74% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 636,573 | 66,646,000 | 1.66% | ||
| 13 | WELLS FARGO & COMPANY/MN | 530,419 | 55,535,000 | 1.39% | ||
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | 480,629 | 50,323,000 | 1.26% | ||
| 15 | GOLDMAN SACHS GROUP INC | 469,562 | 49,164,000 | 1.23% | ||
| 16 | RELATIVE VALUE PARTNERS GROUP, LLC | 454,889 | 47,777,000 | 1.19% | ||
| 17 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 318,402 | 33,337,000 | 0.83% | ||
| 18 | CITADEL ADVISORS LLC | 287,148 | 30,065,000 | 0.75% | ||
| 19 | Orion Porfolio Solutions, LLC | 273,690 | 28,655,000 | 0.72% | ||
| 20 | Oakworth Capital, Inc. | 261,383 | 27,366,000 | 0.68% | ||
| 21 | Wharton Business Group, LLC | 243,487 | 25,492,000 | 0.64% | ||
| 22 | Patriot Wealth Management, Inc. | 235,547 | 24,662,000 | 0.62% | ||
| 23 | Sand Hill Global Advisors, LLC | 218,680 | 22,896,000 | 0.57% | ||
| 24 | FMR LLC | 215,393 | 22,552,000 | 0.56% | ||
| 25 | Clark Capital Management Group, Inc. | 193,172 | 20,225,000 | 0.50% | ||
| 26 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 178,773 | 18,718,000 | 0.47% | ||
| 27 | ADVISOR GROUP, INC. | 158,183 | 16,563,000 | 0.41% | ||
| 28 | M&T BANK CORP | 158,114 | 16,554,000 | 0.41% | ||
| 29 | SIGNATUREFD, LLC | 157,819 | 16,524,000 | 0.41% | ||
| 30 | BROWN BROTHERS HARRIMAN & CO | 119,510 | 12,513,000 | 0.31% | ||
| 31 | CITIGROUP INC | 119,311 | 12,492,000 | 0.31% | ||
| 32 | JPMORGAN CHASE & CO | 107,325 | 11,237,000 | 0.28% | ||
| 33 | Berkshire Money Management, Inc. | 105,256 | 11,020,000 | 0.27% | ||
| 34 | Jackson Wealth Management, LLC | 99,242 | 10,367,000 | 0.26% | ||
| 35 | BANK OF MONTREAL /CAN/ | 87,250 | 9,135,000 | 0.23% | ||
| 36 | Timber Hill LLC | 86,635 | 9,071,000 | 0.23% | ||
| 37 | LPL Financial LLC | 84,394 | 8,834,000 | 0.22% | ||
| 38 | TWO SIGMA INVESTMENTS, LP | 77,288 | 8,092,000 | 0.20% | ||
| 39 | CREDIT SUISSE AG/ | 75,479 | 7,903,000 | 0.20% | ||
| 40 | Steinberg Global Asset Management | 74,930 | 7,845,000 | 0.20% | ||
| 41 | HOWE & RUSLING INC | 71,416 | 7,477,000 | 0.19% | ||
| 42 | AMERIPRISE FINANCIAL INC | 65,844 | 6,894,000 | 0.17% | ||
| 43 | WECHTER FELDMAN WEALTH MANAGEMENT, INC. | 64,071 | 6,708,000 | 0.17% | ||
| 44 | Veritable, L.P. | 60,956 | 6,382,000 | 0.16% | ||
| 45 | AXA S.A. | 59,402 | 6,219,000 | 0.16% | ||
| 46 | ROYAL BANK OF CANADA | 54,989 | 5,758,000 | 0.14% | ||
| 47 | CITIGROUP INC | 54,500 | 5,706,000 | 0.14% | Call | |
| 48 | VICUS CAPITAL | 54,029 | 5,657,000 | 0.14% | ||
| 49 | ROBLE, BELKO & COMPANY, INC | 53,915 | 5,645,000 | 0.14% | ||
| 50 | NORTHERN TRUST CORP | 52,841 | 5,533,000 | 0.14% |
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.
