| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AXA S.A. | 683,223 | 80,784,000 | 30.55% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 231,616 | 27,386,000 | 10.36% | ||
| 3 | Baystate Wealth Management LLC | 228,046 | 26,964,000 | 10.20% | ||
| 4 | WELLS FARGO & COMPANY/MN | 155,245 | 18,356,000 | 6.94% | ||
| 5 | UBS Group AG | 150,560 | 17,802,000 | 6.73% | ||
| 6 | MORGAN STANLEY | 128,294 | 15,169,000 | 5.74% | ||
| 7 | JPMORGAN CHASE & CO | 86,979 | 10,284,000 | 3.89% | ||
| 8 | Commonwealth Equity Services, Inc | 76,270 | 9,018,000 | 3.41% | ||
| 9 | LPL Financial LLC | 63,392 | 7,457,000 | 2.82% | ||
| 10 | MSI Financial Services Inc | 36,804 | 4,352,000 | 1.65% | ||
| 11 | JOHNSON INVESTMENT COUNSEL INC | 34,920 | 4,128,000 | 1.56% | ||
| 12 | Cetera Advisor Networks LLC | 26,490 | 3,134,000 | 1.19% | ||
| 13 | AMERIPRISE FINANCIAL INC | 23,904 | 2,826,000 | 1.07% | ||
| 14 | Noven Financial Group, Inc. | 23,392 | 2,766,000 | 1.05% | ||
| 15 | Courage Miller Partners, LLC | 20,770 | 2,456,000 | 0.93% | ||
| 16 | JANE STREET GROUP, LLC | 19,366 | 2,290,000 | 0.87% | ||
| 17 | CITIGROUP INC | 17,141 | 2,026,000 | 0.77% | ||
| 18 | Cambridge Investment Research Advisors, Inc. | 16,292 | 1,926,000 | 0.73% | ||
| 19 | US FINANCIAL ADVISORS, LLC | 15,375 | 1,818,000 | 0.69% | ||
| 20 | ETRADE Capital Management LLC | 13,518 | 1,598,000 | 0.60% | ||
| 21 | ROYAL BANK OF CANADA | 11,933 | 1,410,000 | 0.53% | ||
| 22 | SG Americas Securities, LLC | 11,385 | 1,346,000 | 0.51% | ||
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,798 | 1,158,000 | 0.44% | ||
| 24 | HighTower Advisors, LLC | 9,356 | 1,106,000 | 0.42% | ||
| 25 | GOLDMAN SACHS GROUP INC | 9,321 | 1,102,000 | 0.42% | ||
| 26 | ENVESTNET ASSET MANAGEMENT INC | 8,756 | 1,035,000 | 0.39% | ||
| 27 | AMERICAN INTERNATIONAL GROUP, INC. | 8,475 | 1,002,084 | 0.38% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 8,353 | 988,000 | 0.37% | ||
| 29 | US BANCORP \DE\ | 7,743 | 916,000 | 0.35% | ||
| 30 | Investors Capital Advisory Services | 6,836 | 808,000 | 0.31% | ||
| 31 | TWIN FOCUS CAPITAL PARTNERS, LLC | 6,596 | 780,000 | 0.29% | ||
| 32 | MANAGED ACCOUNT ADVISORS LLC | 6,427 | 760,000 | 0.29% | ||
| 33 | Crestwood Advisors Group, LLC | 6,293 | 744,000 | 0.28% | ||
| 34 | Wharton Business Group, LLC | 5,064 | 599,000 | 0.23% | ||
| 35 | Capital Advisors, Ltd. LLC | 4,289 | 507,000 | 0.19% | ||
| 36 | BANK OF MONTREAL /CAN/ | 4,160 | 492,000 | 0.19% | ||
| 37 | Moors & Cabot, Inc. | 4,148 | 491,000 | 0.19% | ||
| 38 | Vision Capital Management, Inc. | 3,948 | 467,000 | 0.18% | ||
| 39 | Bank of New York Mellon Corp | 3,921 | 464,000 | 0.18% | ||
| 40 | M&T BANK CORP | 3,623 | 428,000 | 0.16% | ||
| 41 | WBI INVESTMENTS, LLC | 3,534 | 418,000 | 0.16% | ||
| 42 | PINNACLE ASSOCIATES LTD | 3,301 | 390,000 | 0.15% | ||
| 43 | Sigma Planning Corp | 3,271 | 387,000 | 0.15% | ||
| 44 | Sequoia Financial Advisors, LLC | 3,179 | 376,000 | 0.14% | ||
| 45 | Creative Planning | 3,015 | 356,000 | 0.13% | ||
| 46 | Summit Asset Management, LLC | 2,966 | 351,000 | 0.13% | ||
| 47 | SII INVESTMENTS INC/WI | 2,701 | 320,000 | 0.12% | ||
| 48 | J.P. Morgan Private Wealth Advisors LLC | 2,679 | 317,000 | 0.12% | ||
| 49 | Cetera Advisors LLC | 2,570 | 304,000 | 0.11% | ||
| 50 | NORTHERN TRUST CORP | 2,531 | 299,000 | 0.11% |
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.
