| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 352,685 | 34,962,000 | 15.83% | ||
| 2 | WELLS FARGO & COMPANY/MN | 264,521 | 26,222,000 | 11.87% | ||
| 3 | Beaumont Financial Partners, LLC | 243,914 | 24,179,000 | 10.95% | ||
| 4 | Savant Capital, LLC | 156,194 | 15,484,000 | 7.01% | ||
| 5 | UBS AG | 151,403 | 15,009,000 | 6.79% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 133,479 | 13,232,000 | 5.99% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 119,732 | 11,869,000 | 5.37% | ||
| 8 | LPL Financial LLC | 98,692 | 9,783,000 | 4.43% | ||
| 9 | GOLDMAN SACHS GROUP INC | 73,127 | 7,249,000 | 3.28% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 72,359 | 7,173,000 | 3.25% | ||
| 11 | ASSETMARK, INC | 69,572 | 6,897,000 | 3.12% | ||
| 12 | ASSET ADVISORS CORP | 48,918 | 4,849,000 | 2.20% | ||
| 13 | Commonwealth Equity Services, Inc | 32,523 | 3,224,000 | 1.46% | ||
| 14 | ROYAL BANK OF CANADA | 27,831 | 2,758,000 | 1.25% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 26,299 | 2,607,000 | 1.18% | ||
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 24,793 | 2,458,000 | 1.11% | ||
| 17 | Cetera Advisors LLC | 22,549 | 2,234,000 | 1.01% | ||
| 18 | STERNE AGEE GROUP, INC. | 21,556 | 2,137,000 | 0.97% | ||
| 19 | Creative Planning | 19,704 | 1,953,000 | 0.88% | ||
| 20 | Thomasville National Bank | 17,464 | 1,731,000 | 0.78% | ||
| 21 | Biondo Investment Advisors, LLC | 17,465 | 1,731,000 | 0.78% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 16,920 | 1,677,000 | 0.76% | ||
| 23 | SUNTRUST BANKS INC | 15,943 | 1,580,000 | 0.72% | ||
| 24 | Mathes Company, Inc. | 14,300 | 1,418,000 | 0.64% | ||
| 25 | HighTower Advisors, LLC | 13,780 | 1,366,000 | 0.62% | ||
| 26 | TIAA CREF TRUST CO FSB/MO | 10,635 | 1,054,000 | 0.48% | ||
| 27 | Evanson Asset Management, LLC | 9,896 | 981,000 | 0.44% | ||
| 28 | Peachtree Investment Advisors, Inc. | 9,568 | 948,000 | 0.43% | ||
| 29 | JPMORGAN CHASE & CO | 8,452 | 838,000 | 0.38% | ||
| 30 | SOUTH TEXAS MONEY MANAGEMENT LTD | 7,841 | 777,000 | 0.35% | ||
| 31 | SII INVESTMENTS INC/WI | 5,894 | 588,000 | 0.27% | ||
| 32 | AMERIPRISE FINANCIAL INC | 5,906 | 585,000 | 0.26% | ||
| 33 | MID CONTINENT CAPITAL LLC/IL | 5,275 | 523,000 | 0.24% | ||
| 34 | SPC Financial, Inc. | 4,850 | 481,000 | 0.22% | ||
| 35 | NewSquare Capital LLC | 4,647 | 461,000 | 0.21% | ||
| 36 | Cambridge Investment Research Advisors, Inc. | 4,152 | 412,000 | 0.19% | ||
| 37 | Destination Wealth Management | 3,821 | 379,000 | 0.17% | ||
| 38 | NORRIS PERNE & FRENCH LLP/MI | 3,710 | 368,000 | 0.17% | ||
| 39 | Johnson Financial Group, Inc. | 3,670 | 364,000 | 0.16% | ||
| 40 | DAVENPORT & Co LLC | 3,662 | 363,014 | 0.16% | ||
| 41 | CORTLAND ASSOCIATES INC/MO | 3,625 | 359,000 | 0.16% | ||
| 42 | Prospera Financial Services Inc | 3,561 | 353,000 | 0.16% | ||
| 43 | Eidelman Virant Capital | 3,400 | 337,000 | 0.15% | ||
| 44 | CREDIT SUISSE AG/ | 3,345 | 332,000 | 0.15% | ||
| 45 | Cetera Advisor Networks LLC | 3,294 | 327,000 | 0.15% | ||
| 46 | STEPHENS INC /AR/ | 3,190 | 316,000 | 0.14% | ||
| 47 | Placemark Investments, Inc. | 3,008 | 298,000 | 0.13% | ||
| 48 | IFC Holdings Incorporated/FL | 3,000 | 297,000 | 0.13% | ||
| 49 | BURKE & HERBERT BANK & TRUST CO | 2,975 | 295,000 | 0.13% | ||
| 50 | AMERICAN INTERNATIONAL GROUP, INC. | 2,721 | 269,733 | 0.12% |
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.
