| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 363,754 | 36,064,000 | 15.08% | ||
| 2 | WELLS FARGO & COMPANY/MN | 251,921 | 24,976,000 | 10.44% | ||
| 3 | Beaumont Financial Partners, LLC | 212,551 | 21,073,000 | 8.81% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 172,537 | 17,106,000 | 7.15% | ||
| 5 | Savant Capital, LLC | 154,312 | 15,299,000 | 6.40% | ||
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 150,765 | 14,923,000 | 6.24% | ||
| 7 | UBS AG | 149,695 | 14,841,000 | 6.21% | ||
| 8 | ASSETMARK, INC | 133,333 | 13,219,000 | 5.53% | ||
| 9 | LPL Financial LLC | 99,449 | 9,717,000 | 4.06% | ||
| 10 | GOLDMAN SACHS GROUP INC | 73,014 | 7,239,000 | 3.03% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 63,139 | 6,260,000 | 2.62% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 61,143 | 6,062,000 | 2.53% | ||
| 13 | ASSET ADVISORS CORP | 48,839 | 4,842,000 | 2.02% | ||
| 14 | Commonwealth Equity Services, Inc | 30,091 | 2,983,000 | 1.25% | ||
| 15 | RAYMOND JAMES & ASSOCIATES | 29,787 | 2,953,000 | 1.23% | ||
| 16 | ROYAL BANK OF CANADA | 28,649 | 2,839,000 | 1.19% | ||
| 17 | SG Americas Securities, LLC | 27,200 | 2,697,000 | 1.13% | ||
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 25,767 | 2,555,000 | 1.07% | ||
| 19 | Cetera Advisors LLC | 24,607 | 2,441,000 | 1.02% | ||
| 20 | STERNE AGEE GROUP, INC. | 20,982 | 2,085,000 | 0.87% | ||
| 21 | Creative Planning | 19,704 | 1,954,000 | 0.82% | ||
| 22 | Biondo Investment Advisors, LLC | 18,595 | 1,844,000 | 0.77% | ||
| 23 | SUNTRUST BANKS INC | 18,037 | 1,787,000 | 0.75% | ||
| 24 | Thomasville National Bank | 17,511 | 1,736,000 | 0.73% | ||
| 25 | Mathes Company, Inc. | 14,300 | 1,418,000 | 0.59% | ||
| 26 | HighTower Advisors, LLC | 12,330 | 1,222,000 | 0.51% | ||
| 27 | TIAA CREF TRUST CO FSB/MO | 10,635 | 1,054,000 | 0.44% | ||
| 28 | Evanson Asset Management, LLC | 9,902 | 982,000 | 0.41% | ||
| 29 | Peachtree Investment Advisors, Inc. | 9,605 | 952,000 | 0.40% | ||
| 30 | JPMORGAN CHASE & CO | 8,464 | 839,000 | 0.35% | ||
| 31 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 7,999 | 793,000 | 0.33% | ||
| 32 | SOUTH TEXAS MONEY MANAGEMENT LTD | 7,841 | 777,000 | 0.32% | ||
| 33 | NewSquare Capital LLC | 6,547 | 649,000 | 0.27% | ||
| 34 | SII INVESTMENTS INC/WI | 5,997 | 598,000 | 0.25% | ||
| 35 | MID CONTINENT CAPITAL LLC/IL | 5,260 | 522,000 | 0.22% | ||
| 36 | AMERIPRISE FINANCIAL INC | 5,170 | 513,000 | 0.21% | ||
| 37 | SPC Financial, Inc. | 4,790 | 475,000 | 0.20% | ||
| 38 | NATIONAL PLANNING CORP | 4,685 | 463,000 | 0.19% | ||
| 39 | VSR Financial Services, Inc. | 4,202 | 417,000 | 0.17% | ||
| 40 | NEXT Financial Group, Inc | 4,153 | 412,000 | 0.17% | ||
| 41 | Prospera Financial Services Inc | 4,084 | 405,000 | 0.17% | ||
| 42 | DAVENPORT & Co LLC | 3,912 | 387,851 | 0.16% | ||
| 43 | Placemark Investments, Inc. | 3,866 | 383,000 | 0.16% | ||
| 44 | Cambridge Investment Research Advisors, Inc. | 3,849 | 382,000 | 0.16% | ||
| 45 | Johnson Financial Group, Inc. | 3,716 | 368,000 | 0.15% | ||
| 46 | CORTLAND ASSOCIATES INC/MO | 3,625 | 359,000 | 0.15% | ||
| 47 | Eidelman Virant Capital | 3,400 | 337,000 | 0.14% | ||
| 48 | IFC Holdings Incorporated/FL | 3,000 | 297,000 | 0.12% | ||
| 49 | STEPHENS INC /AR/ | 2,980 | 295,000 | 0.12% | ||
| 50 | BURKE & HERBERT BANK & TRUST CO | 2,975 | 295,000 | 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.
