| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 568,706 | 68,571,000 | 14.29% | ||
| 2 | BANK OF MONTREAL /CAN/ | 559,879 | 67,465,000 | 14.06% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 386,187 | 46,565,000 | 9.70% | ||
| 4 | BLACKROCK ADVISORS LLC | 368,777 | 44,465,000 | 9.27% | ||
| 5 | WELLS FARGO & COMPANY/MN | 218,877 | 26,391,000 | 5.50% | ||
| 6 | UBS Group AG | 197,072 | 23,762,000 | 4.95% | ||
| 7 | ENVESTNET ASSET MANAGEMENT INC | 122,186 | 14,732,000 | 3.07% | ||
| 8 | LPL Financial LLC | 107,825 | 13,101,000 | 2.73% | ||
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 108,605 | 13,096,000 | 2.73% | ||
| 10 | 1832 Asset Management L.P. | 100,441 | 12,111,000 | 2.52% | ||
| 11 | GRIMES & Co WEALTH MANAGEMENT, LLC | 78,147 | 9,423,000 | 1.96% | ||
| 12 | ROYAL BANK OF CANADA | 74,767 | 9,015,000 | 1.88% | ||
| 13 | Vontobel Swiss Wealth Advisors AG | 65,995 | 7,957,000 | 1.66% | ||
| 14 | CWM, LLC | 65,745 | 7,927,000 | 1.65% | ||
| 15 | GOLDMAN SACHS GROUP INC | 63,075 | 7,605,000 | 1.58% | ||
| 16 | NAVELLIER & ASSOCIATES INC | 59,457 | 7,169,000 | 1.49% | ||
| 17 | PINNACLE FAMILY ADVISORS, LLC | 46,520 | 5,609,000 | 1.17% | ||
| 18 | CREDIT SUISSE AG/ | 43,319 | 5,223,000 | 1.09% | ||
| 19 | JANE STREET GROUP, LLC | 41,314 | 4,982,000 | 1.04% | ||
| 20 | BlackRock Investment Management, LLC | 37,881 | 4,568,000 | 0.95% | ||
| 21 | Stillwater Capital Advisors, LLC | 34,910 | 4,209,000 | 0.88% | ||
| 22 | Commonwealth Financial Services, LLC | 29,440 | 3,609,000 | 0.75% | ||
| 23 | RAYMOND JAMES & ASSOCIATES | 29,515 | 3,559,000 | 0.74% | ||
| 24 | SG Americas Securities, LLC | 25,757 | 3,106,000 | 0.65% | ||
| 25 | ADVISOR GROUP, INC. | 25,619 | 3,089,000 | 0.64% | ||
| 26 | SCOTIA CAPITAL INC. | 24,097 | 2,907,000 | 0.61% | ||
| 27 | ADVANTAGE INVESTMENT MANAGEMENT, LLC | 23,094 | 2,785,000 | 0.58% | ||
| 28 | BAROMETER CAPITAL MANAGEMENT INC. | 21,200 | 2,556,000 | 0.53% | ||
| 29 | Raymond James Financial Services Advisors, Inc. | 21,152 | 2,551,000 | 0.53% | ||
| 30 | First Allied Advisory Services, Inc. | 20,561 | 2,479,000 | 0.52% | ||
| 31 | AMERIPRISE FINANCIAL INC | 20,024 | 2,412,000 | 0.50% | ||
| 32 | Prospera Financial Services Inc | 19,707 | 2,383,000 | 0.50% | ||
| 33 | Cambridge Investment Research Advisors, Inc. | 19,041 | 2,296,000 | 0.48% | ||
| 34 | Commonwealth Equity Services, Inc | 16,393 | 1,977,000 | 0.41% | ||
| 35 | MSI Financial Services Inc | 14,833 | 1,789,000 | 0.37% | ||
| 36 | CIBC WORLD MARKET INC. | 13,300 | 1,604,000 | 0.33% | ||
| 37 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 12,768 | 1,540,000 | 0.32% | ||
| 38 | Janney Montgomery Scott LLC | 12,533 | 1,511,000 | 0.31% | ||
| 39 | Beaumont Financial Partners, LLC | 12,048 | 1,452,000 | 0.30% | ||
| 40 | NATIONAL PLANNING CORP | 11,703 | 1,429,000 | 0.30% | ||
| 41 | IFP ADVISORS, INC | 11,138 | 1,343,000 | 0.28% | ||
| 42 | AVEO CAPITAL PARTNERS, LLC | 11,091 | 1,337,000 | 0.28% | ||
| 43 | SUNTRUST BANKS INC | 11,078 | 1,335,000 | 0.28% | ||
| 44 | CAVALIER INVESTMENTS, LLC | 9,963 | 1,201,000 | 0.25% | ||
| 45 | FIFTH THIRD SECURITIES INC //OH /BD | 9,027 | 1,088,000 | 0.23% | ||
| 46 | HighTower Advisors, LLC | 8,418 | 1,015,000 | 0.21% | ||
| 47 | GIRARD SECURITIES, INC. | 7,685 | 927,000 | 0.19% | ||
| 48 | VOYA FINANCIAL ADVISORS, INC. | 7,512 | 909,000 | 0.19% | ||
| 49 | PNC FINANCIAL SERVICES GROUP, INC. | 7,466 | 899,000 | 0.19% | ||
| 50 | RISK PARADIGM GROUP, LLC | 7,218 | 870,310 | 0.18% |
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.
