| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 527,987 | 54,699,000 | 17.98% | ||
| 2 | AXA S.A. | 416,450 | 43,144,000 | 14.18% | ||
| 3 | Destination Wealth Management | 350,499 | 36,312,000 | 11.93% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 321,532 | 33,311,000 | 10.95% | ||
| 5 | ROYAL BANK OF CANADA | 163,700 | 16,959,000 | 5.57% | ||
| 6 | ENVESTNET ASSET MANAGEMENT INC | 147,108 | 15,240,000 | 5.01% | ||
| 7 | LAZARD ASSET MANAGEMENT LLC | 118,035 | 12,233,000 | 4.02% | ||
| 8 | GOLDMAN SACHS GROUP INC | 82,285 | 8,525,000 | 2.80% | ||
| 9 | UBS Group AG | 78,735 | 8,157,000 | 2.68% | ||
| 10 | BINGHAM OSBORN & SCARBOROUGH LLC | 73,016 | 7,564,000 | 2.49% | ||
| 11 | CREDIT SUISSE AG/ | 62,427 | 6,467,000 | 2.13% | ||
| 12 | WELLS FARGO & COMPANY/MN | 60,259 | 6,243,000 | 2.05% | ||
| 13 | Commonwealth Equity Services, Inc | 38,149 | 3,952,000 | 1.30% | ||
| 14 | TIEDEMANN TRUST CO | 35,367 | 3,664,000 | 1.20% | ||
| 15 | PITTENGER & ANDERSON INC | 28,580 | 2,961,000 | 0.97% | ||
| 16 | BBVA USA Bancshares, Inc. | 26,575 | 2,754,000 | 0.91% | ||
| 17 | Raymond James Financial Services Advisors, Inc. | 21,086 | 2,185,000 | 0.72% | ||
| 18 | Mathes Company, Inc. | 20,545 | 2,128,000 | 0.70% | ||
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,369 | 2,111,000 | 0.69% | ||
| 20 | JANE STREET GROUP, LLC | 19,820 | 2,053,000 | 0.67% | ||
| 21 | Mariner, LLC | 19,790 | 2,050,000 | 0.67% | ||
| 22 | JPMORGAN CHASE & CO | 18,570 | 1,924,000 | 0.63% | ||
| 23 | CITIGROUP INC | 15,946 | 1,653,000 | 0.54% | ||
| 24 | AMERICAN INTERNATIONAL GROUP, INC. | 14,553 | 1,507,691 | 0.50% | ||
| 25 | SG Americas Securities, LLC | 14,136 | 1,464,000 | 0.48% | ||
| 26 | LPL Financial LLC | 13,640 | 1,415,000 | 0.47% | ||
| 27 | Asset Management Group, Inc. | 13,070 | 1,354,000 | 0.44% | ||
| 28 | BAILARD, INC. | 12,795 | 1,326,000 | 0.44% | ||
| 29 | PNC FINANCIAL SERVICES GROUP, INC. | 11,509 | 1,192,000 | 0.39% | ||
| 30 | Cetera Advisors LLC | 9,945 | 1,031,000 | 0.34% | ||
| 31 | Bank of New York Mellon Corp | 9,560 | 991,000 | 0.33% | ||
| 32 | MERIDIAN INVESTMENT COUNSEL INC. | 9,485 | 983,000 | 0.32% | ||
| 33 | Transamerica Financial Advisors, LLC | 9,451 | 980,000 | 0.32% | ||
| 34 | WEBSTER BANK, N. A. | 8,606 | 892,000 | 0.29% | ||
| 35 | NORTHSTAR ASSET MANAGEMENT Co | 8,085 | 838,000 | 0.28% | ||
| 36 | Freedom Investment Management, Inc. | 7,148 | 741,000 | 0.24% | ||
| 37 | CITADEL ADVISORS LLC | 6,831 | 708,000 | 0.23% | ||
| 38 | BB&T SECURITIES, LLC | 6,824 | 706,000 | 0.23% | ||
| 39 | B. Riley Wealth Advisors, Inc. | 6,710 | 696,000 | 0.23% | ||
| 40 | LUCAS CAPITAL MANAGEMENT | 6,518 | 675,000 | 0.22% | ||
| 41 | AMERIPRISE FINANCIAL INC | 6,006 | 622,000 | 0.20% | ||
| 42 | Advisory Services Network, LLC | 5,393 | 561,000 | 0.18% | ||
| 43 | Perigon Wealth Management, LLC | 5,151 | 534,000 | 0.18% | ||
| 44 | BECK CAPITAL MANAGEMENT, LLC | 5,110 | 529,000 | 0.17% | ||
| 45 | RONALD BLUE & CO LLC | 4,993 | 517,000 | 0.17% | ||
| 46 | M&T BANK CORP | 4,861 | 503,000 | 0.17% | ||
| 47 | Virtu KCG Holdings LLC | 3,749 | 388,000 | 0.13% | ||
| 48 | STIFEL FINANCIAL CORP | 3,443 | 356,000 | 0.12% | ||
| 49 | Family Firm, Inc. | 3,320 | 344,000 | 0.11% | ||
| 50 | Nationwide Fund Advisors | 3,315 | 344,000 | 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.
