| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AXA S.A. | 693,823 | 82,336,000 | 26.51% | ||
| 2 | Baystate Wealth Management LLC | 256,628 | 30,454,000 | 9.80% | ||
| 3 | GOLDMAN SACHS GROUP INC | 245,845 | 29,174,000 | 9.39% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 231,342 | 27,453,000 | 8.84% | ||
| 5 | WELLS FARGO & COMPANY/MN | 150,018 | 17,802,000 | 5.73% | ||
| 6 | UBS Group AG | 148,647 | 17,640,000 | 5.68% | ||
| 7 | JPMORGAN CHASE & CO | 86,020 | 10,208,000 | 3.29% | ||
| 8 | Commonwealth Equity Services, Inc | 84,062 | 9,976,000 | 3.21% | ||
| 9 | MORGAN STANLEY | 78,953 | 9,369,000 | 3.02% | ||
| 10 | JANE STREET GROUP, LLC | 70,012 | 8,308,000 | 2.67% | ||
| 11 | LPL Financial LLC | 60,369 | 7,202,000 | 2.32% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 56,724 | 6,731,000 | 2.17% | ||
| 13 | MSI Financial Services Inc | 43,571 | 5,171,000 | 1.66% | ||
| 14 | JOHNSON INVESTMENT COUNSEL INC | 35,035 | 4,157,000 | 1.34% | ||
| 15 | AMERIPRISE FINANCIAL INC | 30,419 | 3,624,000 | 1.17% | ||
| 16 | Cetera Advisor Networks LLC | 26,490 | 3,134,000 | 1.01% | ||
| 17 | ROYAL BANK OF CANADA | 23,759 | 2,820,000 | 0.91% | ||
| 18 | Noven Financial Group, Inc. | 23,453 | 2,783,000 | 0.90% | ||
| 19 | CITIGROUP INC | 22,807 | 2,706,000 | 0.87% | ||
| 20 | Courage Miller Partners, LLC | 20,729 | 2,460,000 | 0.79% | ||
| 21 | Brookstone Capital Management | 20,199 | 2,397,000 | 0.77% | ||
| 22 | Cambridge Investment Research Advisors, Inc. | 16,389 | 1,945,000 | 0.63% | ||
| 23 | US FINANCIAL ADVISORS, LLC | 15,587 | 1,850,000 | 0.60% | ||
| 24 | ETRADE Capital Management LLC | 13,683 | 1,624,000 | 0.52% | ||
| 25 | SG Americas Securities, LLC | 11,221 | 1,332,000 | 0.43% | ||
| 26 | MANAGED ACCOUNT ADVISORS LLC | 9,991 | 1,186,000 | 0.38% | ||
| 27 | HighTower Advisors, LLC | 9,657 | 1,146,000 | 0.37% | ||
| 28 | TWIN FOCUS CAPITAL PARTNERS, LLC | 8,590 | 1,019,000 | 0.33% | ||
| 29 | US BANCORP \DE\ | 7,743 | 919,000 | 0.30% | ||
| 30 | AMERICAN INTERNATIONAL GROUP, INC. | 7,326 | 869,385 | 0.28% | ||
| 31 | Crestwood Advisors Group, LLC | 7,108 | 844,000 | 0.27% | ||
| 32 | Investors Capital Advisory Services | 7,072 | 839,000 | 0.27% | ||
| 33 | BANK OF MONTREAL /CAN/ | 6,752 | 801,000 | 0.26% | ||
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,309 | 748,000 | 0.24% | ||
| 35 | First Allied Advisory Services, Inc. | 6,046 | 716,000 | 0.23% | ||
| 36 | Wharton Business Group, LLC | 5,064 | 601,000 | 0.19% | ||
| 37 | CITADEL ADVISORS LLC | 4,565 | 542,000 | 0.17% | ||
| 38 | Capital Advisors, Ltd. LLC | 4,289 | 509,000 | 0.16% | ||
| 39 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,245 | 504,000 | 0.16% | ||
| 40 | Moors & Cabot, Inc. | 3,998 | 475,000 | 0.15% | ||
| 41 | Bank of New York Mellon Corp | 3,913 | 464,000 | 0.15% | ||
| 42 | Sigma Planning Corp | 3,671 | 436,000 | 0.14% | ||
| 43 | M&T BANK CORP | 3,623 | 430,000 | 0.14% | ||
| 44 | WBI INVESTMENTS, LLC | 3,407 | 404,000 | 0.13% | ||
| 45 | PINNACLE ASSOCIATES LTD | 3,301 | 392,000 | 0.13% | ||
| 46 | Sequoia Financial Advisors, LLC | 3,116 | 370,000 | 0.12% | ||
| 47 | Vision Capital Management, Inc. | 3,118 | 370,000 | 0.12% | ||
| 48 | Summit Asset Management, LLC | 2,966 | 352,000 | 0.11% | ||
| 49 | NATIONAL PLANNING CORP | 2,865 | 348,000 | 0.11% | ||
| 50 | Kovack Advisors, Inc. | 2,801 | 332,000 | 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.
