| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 359,329 | 37,214,000 | 16.64% | ||
| 2 | WELLS FARGO & COMPANY/MN | 251,927 | 26,091,000 | 11.67% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 171,956 | 17,809,000 | 7.96% | ||
| 4 | Savant Capital, LLC | 151,400 | 15,680,000 | 7.01% | ||
| 5 | UBS Group AG | 150,731 | 15,610,000 | 6.98% | ||
| 6 | LPL Financial LLC | 100,621 | 10,421,000 | 4.66% | ||
| 7 | Beaumont Financial Partners, LLC | 93,470 | 9,680,000 | 4.33% | ||
| 8 | Lowe Wealth Advisors, LLC | 89,493 | 9,268,000 | 4.14% | ||
| 9 | GOLDMAN SACHS GROUP INC | 73,448 | 7,607,000 | 3.40% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 63,449 | 6,571,000 | 2.94% | ||
| 11 | ASSET ADVISORS CORP | 47,589 | 4,929,000 | 2.20% | ||
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,521 | 4,504,000 | 2.01% | ||
| 13 | Commonwealth Equity Services, Inc | 33,954 | 3,516,000 | 1.57% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 32,941 | 3,411,000 | 1.53% | ||
| 15 | ROYAL BANK OF CANADA | 32,854 | 3,402,000 | 1.52% | ||
| 16 | STERNE AGEE GROUP, INC. | 27,737 | 2,873,000 | 1.28% | ||
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 26,701 | 2,765,000 | 1.24% | ||
| 18 | RAYMOND JAMES & ASSOCIATES | 23,726 | 2,457,000 | 1.10% | ||
| 19 | Cetera Advisors LLC | 23,313 | 2,416,000 | 1.08% | ||
| 20 | FolioMetrix LLC | 25,339 | 2,413,000 | 1.08% | ||
| 21 | Biondo Investment Advisors, LLC | 20,450 | 2,118,000 | 0.95% | ||
| 22 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 20,036 | 2,075,000 | 0.93% | ||
| 23 | Creative Planning | 19,735 | 2,044,000 | 0.91% | ||
| 24 | Thomasville National Bank | 18,034 | 1,868,000 | 0.84% | ||
| 25 | SUNTRUST BANKS INC | 17,899 | 1,853,000 | 0.83% | ||
| 26 | Mathes Company, Inc. | 14,300 | 1,481,000 | 0.66% | ||
| 27 | WESPAC Advisors, LLC | 13,071 | 1,354,000 | 0.61% | ||
| 28 | Pekin Hardy Strauss, Inc. | 13,071 | 1,354,000 | 0.61% | ||
| 29 | HighTower Advisors, LLC | 12,330 | 1,277,000 | 0.57% | ||
| 30 | TIAA CREF TRUST CO FSB/MO | 10,635 | 1,101,000 | 0.49% | ||
| 31 | Evanson Asset Management, LLC | 9,908 | 1,026,000 | 0.46% | ||
| 32 | Peachtree Investment Advisors, Inc. | 9,646 | 999,000 | 0.45% | ||
| 33 | Stratos Wealth Partners, LTD. | 9,052 | 937,731 | 0.42% | ||
| 34 | SOUTH TEXAS MONEY MANAGEMENT LTD | 7,841 | 812,000 | 0.36% | ||
| 35 | Carnick & Kubik, LLC | 13,975 | 626,000 | 0.28% | ||
| 36 | JANE STREET GROUP, LLC | 5,845 | 605,000 | 0.27% | ||
| 37 | SONATA CAPITAL GROUP INC | 5,624 | 582,000 | 0.26% | ||
| 38 | Sigma Planning Corp | 5,343 | 553,000 | 0.25% | ||
| 39 | MID CONTINENT CAPITAL LLC/IL | 5,078 | 526,000 | 0.24% | ||
| 40 | SPC Financial, Inc. | 4,980 | 516,000 | 0.23% | ||
| 41 | STIFEL FINANCIAL CORP | 4,514 | 467,000 | 0.21% | ||
| 42 | Prospera Financial Services Inc | 4,423 | 458,000 | 0.20% | ||
| 43 | JPMORGAN CHASE & CO | 4,360 | 452,000 | 0.20% | ||
| 44 | J.P. Morgan Private Wealth Advisors LLC | 4,254 | 441,000 | 0.20% | ||
| 45 | Geneva Advisors, LLC | 4,020 | 416,000 | 0.19% | ||
| 46 | NewSquare Capital LLC | 3,947 | 409,000 | 0.18% | ||
| 47 | Cambridge Investment Research Advisors, Inc. | 3,949 | 409,000 | 0.18% | ||
| 48 | Johnson Financial Group, Inc. | 3,732 | 387,000 | 0.17% | ||
| 49 | AMERIPRISE FINANCIAL INC | 3,730 | 386,000 | 0.17% | ||
| 50 | CORTLAND ASSOCIATES INC/MO | 3,625 | 375,000 | 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.
