| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AXA S.A. | 611,323 | 73,982,000 | 25.58% | ||
| 2 | Baystate Wealth Management LLC | 383,514 | 47,153,000 | 16.30% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 276,696 | 33,485,000 | 11.58% | ||
| 4 | WELLS FARGO & COMPANY/MN | 119,828 | 14,502,000 | 5.01% | ||
| 5 | MORGAN STANLEY | 114,674 | 13,878,000 | 4.80% | ||
| 6 | UBS Group AG | 83,402 | 10,093,000 | 3.49% | ||
| 7 | Commonwealth Equity Services, Inc | 76,158 | 9,217,000 | 3.19% | ||
| 8 | JPMORGAN CHASE & CO | 75,820 | 9,176,000 | 3.17% | ||
| 9 | CLEARSTEAD ADVISORS, LLC | 63,854 | 7,728,000 | 2.67% | ||
| 10 | LPL Financial LLC | 62,094 | 7,564,000 | 2.61% | ||
| 11 | GOLDMAN SACHS GROUP INC | 53,030 | 6,418,000 | 2.22% | ||
| 12 | MSI Financial Services Inc | 41,737 | 5,051,000 | 1.75% | ||
| 13 | AMERIPRISE FINANCIAL INC | 33,287 | 4,026,000 | 1.39% | ||
| 14 | CITIGROUP INC | 25,605 | 3,099,000 | 1.07% | ||
| 15 | JOHNSON INVESTMENT COUNSEL INC | 24,778 | 2,998,000 | 1.04% | ||
| 16 | Cetera Advisor Networks LLC | 21,655 | 2,621,000 | 0.91% | ||
| 17 | ROYAL BANK OF CANADA | 21,077 | 2,550,000 | 0.88% | ||
| 18 | CWM, LLC | 16,207 | 1,961,000 | 0.68% | ||
| 19 | Courage Miller Partners, LLC | 15,693 | 1,899,000 | 0.66% | ||
| 20 | LEVEL FOUR ADVISORY SERVICES, LLC | 13,820 | 1,672,000 | 0.58% | ||
| 21 | ADVISOR GROUP, INC. | 13,469 | 1,629,000 | 0.56% | ||
| 22 | MCQUEEN, BALL & ASSOCIATES INC. | 13,055 | 1,580,000 | 0.55% | ||
| 23 | TWIN FOCUS CAPITAL PARTNERS, LLC | 12,765 | 1,545,000 | 0.53% | ||
| 24 | ETRADE Capital Management LLC | 12,622 | 1,528,000 | 0.53% | ||
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,137 | 1,469,000 | 0.51% | ||
| 26 | HighTower Advisors, LLC | 11,892 | 1,430,000 | 0.49% | ||
| 27 | Kovack Advisors, Inc. | 11,066 | 1,339,000 | 0.46% | ||
| 28 | SG Americas Securities, LLC | 9,238 | 1,118,000 | 0.39% | ||
| 29 | Cetera Advisors LLC | 8,793 | 1,062,000 | 0.37% | ||
| 30 | RWA WEALTH PARTNERS, LLC | 8,189 | 991,000 | 0.34% | ||
| 31 | Bank of New York Mellon Corp | 7,357 | 890,000 | 0.31% | ||
| 32 | US BANCORP \DE\ | 7,144 | 864,000 | 0.30% | ||
| 33 | Virtu KCG Holdings LLC | 6,494 | 786,000 | 0.27% | ||
| 34 | Raymond James Financial Services Advisors, Inc. | 6,432 | 778,000 | 0.27% | ||
| 35 | CITADEL ADVISORS LLC | 5,833 | 706,000 | 0.24% | ||
| 36 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 5,077 | 613,000 | 0.21% | ||
| 37 | Cambridge Investment Research Advisors, Inc. | 4,991 | 604,000 | 0.21% | ||
| 38 | Timber Hill LLC | 4,929 | 597,000 | 0.21% | ||
| 39 | Capital Advisors, Ltd. LLC | 4,289 | 519,000 | 0.18% | ||
| 40 | Moors & Cabot, Inc. | 3,998 | 484,000 | 0.17% | ||
| 41 | KELMAN-LAZAROV, INC. | 3,865 | 467,742 | 0.16% | ||
| 42 | Wharton Business Group, LLC | 3,729 | 451,000 | 0.16% | SH | |
| 43 | First Allied Advisory Services, Inc. | 3,502 | 424,000 | 0.15% | ||
| 44 | MARIETTA WEALTH MANAGEMENT, LLC | 3,383 | 409,000 | 0.14% | ||
| 45 | Private Advisor Group, LLC | 3,233 | 403,000 | 0.14% | ||
| 46 | PINNACLE ASSOCIATES LTD | 3,276 | 397,000 | 0.14% | ||
| 47 | ARCUS CAPITAL PARTNERS, LLC | 3,230 | 391,000 | 0.14% | ||
| 48 | Essex Financial Services, Inc. | 3,075 | 372,000 | 0.13% | ||
| 49 | M&T BANK CORP | 3,043 | 368,000 | 0.13% | ||
| 50 | BB&T SECURITIES, LLC | 2,873 | 350,000 | 0.12% |
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.
