| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 357,918 | 37,313,000 | 16.86% | ||
| 2 | WELLS FARGO & COMPANY/MN | 239,195 | 24,936,000 | 11.27% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 163,656 | 17,062,000 | 7.71% | ||
| 4 | Savant Capital, LLC | 148,299 | 15,460,000 | 6.98% | ||
| 5 | UBS Group AG | 142,558 | 14,862,000 | 6.71% | ||
| 6 | LPL Financial LLC | 133,338 | 13,927,000 | 6.29% | ||
| 7 | GOLDMAN SACHS GROUP INC | 116,944 | 12,191,000 | 5.51% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 90,652 | 9,450,000 | 4.27% | ||
| 9 | Lowe Wealth Advisors, LLC | 88,973 | 9,275,000 | 4.19% | ||
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 86,330 | 8,999,000 | 4.07% | ||
| 11 | ASSET ADVISORS CORP | 47,389 | 4,940,000 | 2.23% | ||
| 12 | Commonwealth Equity Services, Inc | 33,999 | 3,544,000 | 1.60% | ||
| 13 | ROYAL BANK OF CANADA | 30,303 | 3,160,000 | 1.43% | ||
| 14 | Cetera Advisors LLC | 23,760 | 2,479,000 | 1.12% | ||
| 15 | Biondo Investment Advisors, LLC | 23,075 | 2,406,000 | 1.09% | ||
| 16 | RAYMOND JAMES & ASSOCIATES | 22,015 | 2,295,000 | 1.04% | ||
| 17 | SUNTRUST BANKS INC | 20,288 | 2,114,000 | 0.96% | ||
| 18 | Creative Planning | 20,163 | 2,102,000 | 0.95% | ||
| 19 | NewSquare Capital LLC | 18,810 | 1,961,000 | 0.89% | ||
| 20 | Thomasville National Bank | 17,728 | 1,848,000 | 0.83% | ||
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17,388 | 1,813,000 | 0.82% | ||
| 22 | JANE STREET GROUP, LLC | 16,183 | 1,687,000 | 0.76% | ||
| 23 | Destination Wealth Management | 15,923 | 1,660,000 | 0.75% | ||
| 24 | Transamerica Financial Advisors, LLC | 15,201 | 1,585,000 | 0.72% | ||
| 25 | ENVESTNET ASSET MANAGEMENT INC | 14,014 | 1,461,000 | 0.66% | ||
| 26 | Mathes Company, Inc. | 12,800 | 1,334,000 | 0.60% | ||
| 27 | TIAA CREF TRUST CO FSB/MO | 10,556 | 1,100,000 | 0.50% | ||
| 28 | Prospera Financial Services Inc | 10,512 | 1,096,000 | 0.50% | ||
| 29 | Evanson Asset Management, LLC | 9,921 | 1,034,000 | 0.47% | ||
| 30 | Peachtree Investment Advisors, Inc. | 9,736 | 1,015,000 | 0.46% | ||
| 31 | HighTower Advisors, LLC | 9,530 | 994,000 | 0.45% | ||
| 32 | J.P. Turner & Co Capital Mnagement, LLC | 7,293 | 767,000 | 0.35% | ||
| 33 | SOUTH TEXAS MONEY MANAGEMENT LTD | 7,033 | 733,000 | 0.33% | ||
| 34 | AMERIPRISE FINANCIAL INC | 6,746 | 703,000 | 0.32% | ||
| 35 | SII INVESTMENTS INC/WI | 6,666 | 700,000 | 0.32% | ||
| 36 | SONATA CAPITAL GROUP INC | 5,624 | 586,000 | 0.26% | ||
| 37 | STIFEL FINANCIAL CORP | 5,259 | 549,000 | 0.25% | ||
| 38 | SPC Financial, Inc. | 5,125 | 534,000 | 0.24% | ||
| 39 | Sigma Planning Corp | 5,047 | 526,000 | 0.24% | ||
| 40 | MID CONTINENT CAPITAL LLC/IL | 4,928 | 514,000 | 0.23% | ||
| 41 | DAVENPORT & Co LLC | 4,722 | 492,268 | 0.22% | ||
| 42 | Stratos Wealth Partners, LTD. | 4,467 | 466,000 | 0.21% | ||
| 43 | Cambridge Investment Research Advisors, Inc. | 4,354 | 454,000 | 0.21% | ||
| 44 | JPMORGAN CHASE & CO | 4,280 | 446,000 | 0.20% | ||
| 45 | Geneva Advisors, LLC | 4,105 | 428,000 | 0.19% | ||
| 46 | CORTLAND ASSOCIATES INC/MO | 3,625 | 378,000 | 0.17% | ||
| 47 | MSI Financial Services Inc | 3,566 | 372,000 | 0.17% | ||
| 48 | WESPAC Advisors, LLC | 3,490 | 364,000 | 0.16% | ||
| 49 | Eidelman Virant Capital | 3,400 | 354,000 | 0.16% | ||
| 50 | FOUNDERS FINANCIAL SECURITIES LLC | 3,261 | 340,000 | 0.15% |
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.
