| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 396,611 | 34,136,000 | 9.15% | ||
| 2 | Beaumont Financial Partners, LLC | 369,009 | 31,761,000 | 8.52% | ||
| 3 | COMMERCE BANK | 364,133 | 31,341,000 | 8.40% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 309,469 | 26,636,000 | 7.14% | ||
| 5 | LPL Financial LLC | 297,661 | 24,992,000 | 6.70% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 281,890 | 24,262,000 | 6.51% | ||
| 7 | WELLS FARGO & COMPANY/MN | 239,868 | 20,645,000 | 5.54% | ||
| 8 | Dorsey Wright & Associates | 193,650 | 16,667,000 | 4.47% | ||
| 9 | Arrow Investment Advisors, LLC | 193,650 | 16,667,000 | 4.47% | ||
| 10 | MORGAN STANLEY | 188,081 | 16,187,000 | 4.34% | ||
| 11 | Quantitative Advantage, LLC | 138,299 | 11,903,000 | 3.19% | ||
| 12 | GOLDMAN SACHS GROUP INC | 129,004 | 11,103,000 | 2.98% | ||
| 13 | CITIGROUP INC | 101,784 | 8,761,000 | 2.35% | ||
| 14 | BBVA USA Bancshares, Inc. | 89,510 | 7,704,000 | 2.07% | ||
| 15 | UBS AG | 85,970 | 7,399,000 | 1.98% | ||
| 16 | PIERSHALE FINANCIAL GROUP, INC. | 70,450 | 6,064,000 | 1.63% | ||
| 17 | LifePlan Financial Group, Inc | 66,700 | 5,741,000 | 1.54% | ||
| 18 | CHARTIST INC /CA/ | 60,601 | 5,050,000 | 1.35% | ||
| 19 | BB&T SECURITIES, LLC | 4,722 | 4,064,000 | 1.09% | ||
| 20 | First Heartland Consultants, Inc. | 46,701 | 4,020,000 | 1.08% | ||
| 21 | JPMORGAN CHASE & CO | 39,932 | 3,437,000 | 0.92% | ||
| 22 | First Allied Advisory Services, Inc. | 37,994 | 3,270,000 | 0.88% | ||
| 23 | AMERIPRISE FINANCIAL INC | 35,703 | 3,073,000 | 0.82% | ||
| 24 | ROYAL BANK OF CANADA | 35,043 | 3,016,000 | 0.81% | ||
| 25 | Commonwealth Equity Services, Inc | 30,902 | 2,660,000 | 0.71% | ||
| 26 | TWO SIGMA INVESTMENTS, LP | 28,268 | 2,433,000 | 0.65% | ||
| 27 | Cambridge Investment Research Advisors, Inc. | 25,787 | 2,219,000 | 0.59% | ||
| 28 | ACG Wealth | 24,111 | 2,075,000 | 0.56% | ||
| 29 | Private Advisor Group, LLC | 23,863 | 2,054,000 | 0.55% | ||
| 30 | Cranbrook Wealth Management, LLC | 23,172 | 1,994,000 | 0.53% | ||
| 31 | Placemark Investments, Inc. | 19,966 | 1,719,000 | 0.46% | ||
| 32 | AMERICAN INTERNATIONAL GROUP, INC. | 18,509 | 1,593,097 | 0.43% | ||
| 33 | United Asset Strategies, Inc. | 17,751 | 1,528,000 | 0.41% | ||
| 34 | Tower Research Capital LLC (TRC) | 16,063 | 1,383,000 | 0.37% | ||
| 35 | SG Americas Securities, LLC | 15,274 | 1,315,000 | 0.35% | ||
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,058 | 1,296,000 | 0.35% | ||
| 37 | NATIONAL PLANNING CORP | 15,203 | 1,276,000 | 0.34% | ||
| 38 | People's United Financial, Inc. | 14,735 | 1,269,000 | 0.34% | ||
| 39 | VSR Financial Services, Inc. | 13,723 | 1,181,000 | 0.32% | ||
| 40 | NEW ENGLAND SECURITIES CORP /MA/ | 13,008 | 1,120,000 | 0.30% | ||
| 41 | First Allied Asset Management, Inc. | 12,767 | 1,098,000 | 0.29% | ||
| 42 | Advisory Services Network, LLC | 11,743 | 1,011,000 | 0.27% | ||
| 43 | Madden Advisory Services, Inc. | 11,677 | 1,005,000 | 0.27% | ||
| 44 | DOWLING & YAHNKE LLC | 10,547 | 908,000 | 0.24% | ||
| 45 | Baker Avenue Asset Management, LP | 10,510 | 905,000 | 0.24% | ||
| 46 | Forvis Mazars Wealth Advisors, LLC | 9,439 | 812,000 | 0.22% | ||
| 47 | DEUTSCHE BANK AG\ | 8,500 | 731,000 | 0.20% | ||
| 48 | ROBERTS GLORE & CO INC /IL/ | 8,265 | 711,000 | 0.19% | ||
| 49 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,885 | 679,000 | 0.18% | ||
| 50 | TRUSTMARK BANK TRUST DEPARTMENT | 7,433 | 640,000 | 0.17% |
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.
