| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 641,800 | 68,056,000 | 9.41% | ||
| 2 | MORGAN STANLEY | 577,496 | 61,238,000 | 8.47% | ||
| 3 | PHH INVESTMENTS, LTD. | 476,562 | 50,535,000 | 6.99% | ||
| 4 | Orion Porfolio Solutions, LLC | 419,643 | 44,499,000 | 6.15% | ||
| 5 | Janney Capital Management LLC | 407,657 | 43,228,000 | 5.98% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 379,159 | 40,206,000 | 5.56% | ||
| 7 | KAYS FINANCIAL ADVISORY CORP /ADV | 314,871 | 33,389,000 | 4.62% | ||
| 8 | Freedom Investment Management, Inc. | 250,978 | 26,614,000 | 3.68% | ||
| 9 | ROYAL BANK OF CANADA | 209,793 | 22,246,000 | 3.08% | ||
| 10 | UBS Group AG | 209,138 | 22,177,000 | 3.07% | ||
| 11 | WELLS FARGO & COMPANY/MN | 195,640 | 20,746,000 | 2.87% | ||
| 12 | CORNERSTONE WEALTH MANAGEMENT, LLC | 147,290 | 15,559,000 | 2.15% | ||
| 13 | LPL Financial LLC | 127,852 | 13,557,000 | 1.87% | ||
| 14 | Bouchey Financial Group Ltd | 118,406 | 12,556,000 | 1.74% | ||
| 15 | RWA WEALTH PARTNERS, LLC | 103,786 | 11,005,000 | 1.52% | ||
| 16 | FRONTIER INVESTMENT MGMT CO | 92,374 | 9,795,000 | 1.35% | ||
| 17 | VICUS CAPITAL | 89,724 | 9,514,000 | 1.32% | ||
| 18 | ENVESTNET ASSET MANAGEMENT INC | 80,292 | 8,515,000 | 1.18% | ||
| 19 | Occidental Asset Management, LLC | 76,685 | 8,132,000 | 1.12% | ||
| 20 | RAYMOND JAMES & ASSOCIATES | 76,212 | 8,081,000 | 1.12% | ||
| 21 | FRG FAMILY WEALTH ADVISORS LLC | 71,339 | 7,565,000 | 1.05% | ||
| 22 | PINNACLE ASSOCIATES LTD | 63,305 | 6,713,000 | 0.93% | ||
| 23 | Commonwealth Equity Services, Inc | 62,970 | 6,677,000 | 0.92% | ||
| 24 | Raymond James Financial Services Advisors, Inc. | 60,884 | 6,456,000 | 0.89% | ||
| 25 | Private Advisor Group, LLC | 58,129 | 6,138,000 | 0.85% | ||
| 26 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 53,935 | 5,718,000 | 0.79% | ||
| 27 | Cetera Advisors LLC | 49,152 | 5,210,000 | 0.72% | ||
| 28 | CETERA INVESTMENT ADVISERS | 49,152 | 5,210,000 | 0.72% | ||
| 29 | Simplicity Solutions, LLC | 46,468 | 4,927,000 | 0.68% | ||
| 30 | STIFEL FINANCIAL CORP | 44,095 | 4,687,000 | 0.65% | ||
| 31 | Destination Wealth Management | 43,120 | 4,572,000 | 0.63% | ||
| 32 | HL FINANCIAL SERVICES LLC | 40,448 | 4,289,000 | 0.59% | ||
| 33 | Mechanics Bank Trust Department | 39,894 | 4,230,000 | 0.58% | ||
| 34 | Strategic Advisors LLC | 38,456 | 4,078,000 | 0.56% | ||
| 35 | ADVISOR GROUP, INC. | 38,377 | 4,070,000 | 0.56% | ||
| 36 | Bartlett & Co. LLC | 38,004 | 4,030,000 | 0.56% | ||
| 37 | Fragasso Financial Advisors Inc | 37,663 | 3,993,000 | 0.55% | ||
| 38 | Cambridge Investment Research Advisors, Inc. | 33,452 | 3,547,000 | 0.49% | ||
| 39 | QUANTUM CAPITAL MANAGEMENT | 31,479 | 3,338,000 | 0.46% | ||
| 40 | Capital Analysts, LLC | 30,269 | 3,209,789 | 0.44% | ||
| 41 | Fort Point Capital Partners LLC | 29,817 | 3,162,000 | 0.44% | ||
| 42 | Peak Asset Management, LLC | 27,466 | 2,912,000 | 0.40% | ||
| 43 | BERGANKDV WEALTH MANAGEMENT, LLC | 26,743 | 2,836,000 | 0.39% | ||
| 44 | Paradigm Financial Advisors, LLC | 26,535 | 2,814,000 | 0.39% | ||
| 45 | Psagot Value Holdings Ltd. | 26,360 | 2,795,000 | 0.39% | ||
| 46 | Janney Montgomery Scott LLC | 23,826 | 2,527,000 | 0.35% | ||
| 47 | CAPTRUST FINANCIAL ADVISORS | 21,258 | 2,254,000 | 0.31% | ||
| 48 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21,171 | 2,245,000 | 0.31% | ||
| 49 | SCOTIA CAPITAL INC. | 20,748 | 2,200,000 | 0.30% | ||
| 50 | Asset Management Group, Inc. | 20,670 | 2,192,000 | 0.30% |
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.
